Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Ryan Kiernan Ryan Kiernan's Sun Life Financial Experience January 2009 - June 2011
Job Vice President of Business Development at Caneel Bay Capital
Industry Venture Capital & Private Equity
Experience
Caneel Bay Capital May 2015 - Present
Cavanal Hill Investment Management November 2013 - May 2015
AXA Equitable June 2011 - November 2013
Sun Life Financial January 2009 - June 2011
The Hartford June 2006 - November 2008
Education
University of Missouri-Columbia
Undergraduate
Caneel Bay Capital May 2015 - Present
Cavanal Hill Investment Management November 2013 - May 2015
AXA Equitable June 2011 - November 2013
Sun Life Financial January 2009 - June 2011
The Hartford June 2006 - November 2008
Education
University of Missouri-Columbia
Undergraduate
John Szolomayer John Szolomayer's Sun Life Financial Experience November 2006 - March 2008
Job Regional Manager at Roche Diagnostics
Industry Medical Devices
Experience
Ventana Medical Systems August 2013 - Present
Ventana Medical Systems May 2013 - August 2013
Ventana Medical Systems January 2011 - May 2013
Ventana Medical Sytems March 2009 - January 2011
Sun Life Financial November 2006 - March 2008
Sun Life Financial May 2004 - November 2006
Skills
Account Management, Salesforce.com, Product Launch, Fixed Annuities, Sales Management, Sales, Medical Devices, Capital Equipment, Strategic Financial..., New Business Development, Market Development, Series 63, Microsoft Office, Solution Selling, Mutual Funds, Sales Process, Cold Calling, Selling Skills, Sales Operations, Selling, Cross-functional Team..., Biotechnology
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts (B.A.), Economics
Ventana Medical Systems August 2013 - Present
Ventana Medical Systems May 2013 - August 2013
Ventana Medical Systems January 2011 - May 2013
Ventana Medical Sytems March 2009 - January 2011
Sun Life Financial November 2006 - March 2008
Sun Life Financial May 2004 - November 2006
Skills
Account Management, Salesforce.com, Product Launch, Fixed Annuities, Sales Management, Sales, Medical Devices, Capital Equipment, Strategic Financial..., New Business Development, Market Development, Series 63, Microsoft Office, Solution Selling, Mutual Funds, Sales Process, Cold Calling, Selling Skills, Sales Operations, Selling, Cross-functional Team..., Biotechnology
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts (B.A.), Economics
Timothy LePain, CRPC Timothy LePain, CRPC's Sun Life Financial Experience 2003 - 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
ING Financial Partners 2009 - 2011
Sun Life Financial 2003 - 2009
American Express 2001 - 2003
John Hancock Life Insurance Company (U.S.A.) 1998 - 2001
U.S. Telecenters 1996 - 1998
Skills
Retirement Planning, Retirement, Investments, Estate Planning, Fixed Annuities, Finance, Long-term Care, Insurance, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1991 — 1995
B.S., Sociology/Business
Ameriprise Financial Services, Inc. 2011 - Present
ING Financial Partners 2009 - 2011
Sun Life Financial 2003 - 2009
American Express 2001 - 2003
John Hancock Life Insurance Company (U.S.A.) 1998 - 2001
U.S. Telecenters 1996 - 1998
Skills
Retirement Planning, Retirement, Investments, Estate Planning, Fixed Annuities, Finance, Long-term Care, Insurance, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1991 — 1995
B.S., Sociology/Business
Travis Schweiger Travis Schweiger's Sun Life Financial Experience May 2012 - August 2012
Job Sales Representative at Coordinated Business Systems
Industry Business Supplies and Equipment
Experience
Coordinated Business Systems June 2013 - Present
Sun Life Financial May 2012 - August 2012
PepsiCo May 2011 - March 2012
College Pro June 2010 - August 2010
Holiday Companies May 2007 - August 2008
Skills
Licensed Life & Health..., Sales, Communication Skills, Interpersonal Skill, Microsoft Excel, Leadership, Management, Salesforce.com, Direct Sales, Cold Calling, CRM, Customer Service, Data Analysis, Employee Benefits, Time Management, Teamwork, Social Networking, Retail, Social Media, Relating to Clients, Employee Relations, Entrepreneurship, Microsoft Word, PowerPoint, Event Planning, Facebook
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Eastview Highschool 2005 — 2009
Coordinated Business Systems June 2013 - Present
Sun Life Financial May 2012 - August 2012
PepsiCo May 2011 - March 2012
College Pro June 2010 - August 2010
Holiday Companies May 2007 - August 2008
Skills
Licensed Life & Health..., Sales, Communication Skills, Interpersonal Skill, Microsoft Excel, Leadership, Management, Salesforce.com, Direct Sales, Cold Calling, CRM, Customer Service, Data Analysis, Employee Benefits, Time Management, Teamwork, Social Networking, Retail, Social Media, Relating to Clients, Employee Relations, Entrepreneurship, Microsoft Word, PowerPoint, Event Planning, Facebook
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Eastview Highschool 2005 — 2009
Sara Scott's Sun Life Financial Experience 2012 - 2014
Job Regional Sales Director at The Hartford
Industry Insurance
Experience
The Hartford January 2014 - Present
Sun Life Financial 2012 - 2014
Lockton Companies 2010 - 2012
UnitedHealthcare 2003 - 2010
Unum 1998 - 2003
Skills
Professional Liability, Benefits, Insurance, Employee Benefits, Corporate Insurance, Corporate Benefits, Health Insurance, Group Benefits, Disability Insurance, Long Term Care, Workers Compensation, Deferred Compensation, Corporate Wellness, Wellness, Wellness Programs, Worksite, Retirement Planning, Claim, Relationship Management, Life Insurance, Brokers, Financial Services, Employee Wellness, Executive Pay, Long-term Care, Leadership, Leadership Development, Commercial Insurance, Sales Operations, Sales Management, Underwriting, Term Life Insurance, Fixed Annuities, Risk Management, Strategy, Corporations, Health Savings Accounts, Sales, Management, Group Insurance, CRM, Health Care Reform, Sales Process, Talent Acquisition, Cold Calling, Property & Casualty..., Consulting, Executive Management, 401k, Mutual Funds
Education
University of Missouri-Columbia
Bachelor of Journalism (BJ)
Glendale High School
High School
Greenwood Laboratory School
The Hartford January 2014 - Present
Sun Life Financial 2012 - 2014
Lockton Companies 2010 - 2012
UnitedHealthcare 2003 - 2010
Unum 1998 - 2003
Skills
Professional Liability, Benefits, Insurance, Employee Benefits, Corporate Insurance, Corporate Benefits, Health Insurance, Group Benefits, Disability Insurance, Long Term Care, Workers Compensation, Deferred Compensation, Corporate Wellness, Wellness, Wellness Programs, Worksite, Retirement Planning, Claim, Relationship Management, Life Insurance, Brokers, Financial Services, Employee Wellness, Executive Pay, Long-term Care, Leadership, Leadership Development, Commercial Insurance, Sales Operations, Sales Management, Underwriting, Term Life Insurance, Fixed Annuities, Risk Management, Strategy, Corporations, Health Savings Accounts, Sales, Management, Group Insurance, CRM, Health Care Reform, Sales Process, Talent Acquisition, Cold Calling, Property & Casualty..., Consulting, Executive Management, 401k, Mutual Funds
Education
University of Missouri-Columbia
Bachelor of Journalism (BJ)
Glendale High School
High School
Greenwood Laboratory School
Jamie Humphrey Jamie Humphrey's Sun Life Financial Experience June 2004 - July 2005
Job Director of Special Events at Coachella Valley Brewing Co
Industry Food & Beverages
Experience
Coachella Valley Brewing Co 2013 - Present
Party Planners West September 2005 - October 2006
Sun Life Financial June 2004 - July 2005
Allmerica Financial June 2000 - May 2004
Skills
Certified Beer Server, Real Estate License
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Coachella Valley Brewing Co 2013 - Present
Party Planners West September 2005 - October 2006
Sun Life Financial June 2004 - July 2005
Allmerica Financial June 2000 - May 2004
Skills
Certified Beer Server, Real Estate License
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Justin Yiu Justin Yiu's Sun Life Financial Experience August 2013 - October 2014
Job Innovation Governance and Valuation Specialist | NonProfit Strategist
Industry Insurance
Experience
Liberty Mutual Insurance August 2015 - Present
Boston Young Healthcare Professionals (BYHP) November 2012 - Present
Liberty Mutual Insurance October 2014 - August 2015
Sun Life Financial August 2013 - October 2014
Sun Life Financial August 2011 - August 2013
CIGNA June 2010 - August 2010
CIGNA May 2009 - August 2009
Skills
Fitness, Employee Benefits, Economics, Health Insurance, Actuarial Science, Entrepreneurship, Nonprofits, Event Planning, Leadership Development
Education
University of Michigan 2007 — 2011
Bachelor's Degree, Actuarial Mathematics and Economics
Sha Tin College 2000 — 2007
Liberty Mutual Insurance August 2015 - Present
Boston Young Healthcare Professionals (BYHP) November 2012 - Present
Liberty Mutual Insurance October 2014 - August 2015
Sun Life Financial August 2013 - October 2014
Sun Life Financial August 2011 - August 2013
CIGNA June 2010 - August 2010
CIGNA May 2009 - August 2009
Skills
Fitness, Employee Benefits, Economics, Health Insurance, Actuarial Science, Entrepreneurship, Nonprofits, Event Planning, Leadership Development
Education
University of Michigan 2007 — 2011
Bachelor's Degree, Actuarial Mathematics and Economics
Sha Tin College 2000 — 2007
Joe Kneip FALU, FLMI Joe Kneip FALU, FLMI's Sun Life Financial Experience 2005 - December 2011
Job Underwriting Account Executive at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
MassMutual Financial Group September 2013 - December 2014
MetLife December 2011 - September 2013
Sun Life Financial 2005 - December 2011
Travelers Life & Annuity / Met Life 2003 - 2005
Empire General 2002 - 2003
Old Line Life / American General / AIG 1992 - 2002
Great-West Life and Annuity Insurance Company 1982 - 1992
Skills
Risk Management, Underwriting, Insurance, Life Insurance, Leadership, Reinsurance, Management, Training, Financial Risk, Strategy
Education
University of Massachusetts, Amherst 1978 — 1981
BS, Natural Resource Economics
Lincoln Financial Group January 2015 - Present
MassMutual Financial Group September 2013 - December 2014
MetLife December 2011 - September 2013
Sun Life Financial 2005 - December 2011
Travelers Life & Annuity / Met Life 2003 - 2005
Empire General 2002 - 2003
Old Line Life / American General / AIG 1992 - 2002
Great-West Life and Annuity Insurance Company 1982 - 1992
Skills
Risk Management, Underwriting, Insurance, Life Insurance, Leadership, Reinsurance, Management, Training, Financial Risk, Strategy
Education
University of Massachusetts, Amherst 1978 — 1981
BS, Natural Resource Economics
Damon H. Lee's Sun Life Financial Experience 2006 - 2010
Job Area Vice President of New Business Development at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. March 2015 - Present
Horizon Agency, Inc. March 2011 - February 2015
Sun Life Financial 2006 - 2010
The Prudential Insurance Company of America 2001 - 2006
GE Financial Assurance Company 1996 - 2001
UNUM Life Insurance Company of America 1992 - 1996
Skills
Employee Benefits, Benefits, HR Consulting, Health, Dental, Disability Insurance, Health Insurance, Networking, Wellness, Twitter, Business Solution, Social Networking, Tenacious Work Ethic, Friendly Personality, Insurance, Team-oriented, Account Management, Benefits Administration, Brokers, Customer Service, Dentistry, Group Insurance, Health Savings Accounts, Human Resources, Leadership, Life Insurance, Long-term Care, Management, Marketing, New Business Development, Sales, Self-funded, Strategic Planning, Strategy, Team Building
Education
University of Minnesota-Twin Cities 1990 — 1992
BA, Spanish w/ a concentration in business
University of Wisconsin-La Crosse 1987 — 1990
Business, Spanish
Lourdes Academy
Arthur J. Gallagher & Co. March 2015 - Present
Horizon Agency, Inc. March 2011 - February 2015
Sun Life Financial 2006 - 2010
The Prudential Insurance Company of America 2001 - 2006
GE Financial Assurance Company 1996 - 2001
UNUM Life Insurance Company of America 1992 - 1996
Skills
Employee Benefits, Benefits, HR Consulting, Health, Dental, Disability Insurance, Health Insurance, Networking, Wellness, Twitter, Business Solution, Social Networking, Tenacious Work Ethic, Friendly Personality, Insurance, Team-oriented, Account Management, Benefits Administration, Brokers, Customer Service, Dentistry, Group Insurance, Health Savings Accounts, Human Resources, Leadership, Life Insurance, Long-term Care, Management, Marketing, New Business Development, Sales, Self-funded, Strategic Planning, Strategy, Team Building
Education
University of Minnesota-Twin Cities 1990 — 1992
BA, Spanish w/ a concentration in business
University of Wisconsin-La Crosse 1987 — 1990
Business, Spanish
Lourdes Academy
Gregory Bourguignon Gregory Bourguignon's Sun Life Financial Experience April 2012 - Present
Job Operations Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2012 - Present
Sun Life Financial February 2007 - February 2012
Sun Life Financial September 2005 - February 2007
Newton Wellesley Internists January 2001 - September 2005
Needham Children's Center January 1998 - September 2005
Stevenson & Associates January 2001 - January 2005
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's, Economics
Sun Life Financial April 2012 - Present
Sun Life Financial February 2007 - February 2012
Sun Life Financial September 2005 - February 2007
Newton Wellesley Internists January 2001 - September 2005
Needham Children's Center January 1998 - September 2005
Stevenson & Associates January 2001 - January 2005
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's, Economics
Shawn T. Kesterson Shawn T. Kesterson's Sun Life Financial Experience March 2010 - December 2011
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica April 2013 - Present
Ohio National Financial Services January 2012 - April 2013
Sun Life Financial (US)Alumni 2010 - 2012
Sun Life Financial March 2010 - December 2011
Lincoln Financial Distributors September 2006 - February 2010
LINCOLN FINANCIAL 2006 - 2010
AIG SunAmerica 2002 - 2006
AIG SunAmerica 2002 - 2006
Skills
Mutual Funds, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Wealth Management, Variable Annuities, Investments, 401k, Life Insurance, Insurance, Asset Allocation, Strategic Financial..., Long-term Care, Alternative Investments, FINRA, Investment Advisory, Financial Services, Securities, IRAs, Portfolio Management, Financial Advisory
Education
University of Missouri-Columbia 1987 — 1992
Bachelor of Science, Marketing
Transamerica April 2013 - Present
Ohio National Financial Services January 2012 - April 2013
Sun Life Financial (US)Alumni 2010 - 2012
Sun Life Financial March 2010 - December 2011
Lincoln Financial Distributors September 2006 - February 2010
LINCOLN FINANCIAL 2006 - 2010
AIG SunAmerica 2002 - 2006
AIG SunAmerica 2002 - 2006
Skills
Mutual Funds, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Wealth Management, Variable Annuities, Investments, 401k, Life Insurance, Insurance, Asset Allocation, Strategic Financial..., Long-term Care, Alternative Investments, FINRA, Investment Advisory, Financial Services, Securities, IRAs, Portfolio Management, Financial Advisory
Education
University of Missouri-Columbia 1987 — 1992
Bachelor of Science, Marketing
Bruce Mollar Bruce Mollar's Sun Life Financial Experience May 2006 - February 2009
Job Associate Director Delaware Life Insurance (formerly Sun Life Financial)
Industry Financial Services
Experience
Delaware Life Insurance (formerly Sun Life Financial) March 2009 - Present
Sun Life Financial May 2006 - February 2009
Sun Life Financial February 2003 - May 2006
Skills
Tax Law, Microsoft Office, Technical Writing, Annuity, Life..., Annuity, Life Insurance..., People Development, People Management, Legislative Research, Performance Management, Interpreting, Compliance, Tax Compliance, Compliance Management, Tax Reporting, Tax Withholding, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, AAPA, Financial Analysis, Linux System..., Insurance, Business Analysis, Policy, Management, Process Improvement, Risk Management, Customer Service, Financial Planning, Vendor Management, Financial Services, Investments
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Delaware Life Insurance (formerly Sun Life Financial) March 2009 - Present
Sun Life Financial May 2006 - February 2009
Sun Life Financial February 2003 - May 2006
Skills
Tax Law, Microsoft Office, Technical Writing, Annuity, Life..., Annuity, Life Insurance..., People Development, People Management, Legislative Research, Performance Management, Interpreting, Compliance, Tax Compliance, Compliance Management, Tax Reporting, Tax Withholding, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, AAPA, Financial Analysis, Linux System..., Insurance, Business Analysis, Policy, Management, Process Improvement, Risk Management, Customer Service, Financial Planning, Vendor Management, Financial Services, Investments
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Christopher Sangeleer Christopher Sangeleer's Sun Life Financial Experience June 2014 - Present
Job Financial Operations Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
State Street Bank October 2012 - June 2014
State Street Bank July 2007 - October 2012
Investors Bank & Trust 2006 - 2007
Skills
Compliance, Group Management, Fund Accounting, Accounting, Bloomberg, Microsoft Office, NAV, Data Analysis, Account Reconciliation, Oversight, Multi Tasking, Mutual Funds, Derivatives, Swaps, Process Improvement, Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts, Amherst 2000 — 2005
BA, Economics
Natick High School
Sun Life Financial June 2014 - Present
State Street Bank October 2012 - June 2014
State Street Bank July 2007 - October 2012
Investors Bank & Trust 2006 - 2007
Skills
Compliance, Group Management, Fund Accounting, Accounting, Bloomberg, Microsoft Office, NAV, Data Analysis, Account Reconciliation, Oversight, Multi Tasking, Mutual Funds, Derivatives, Swaps, Process Improvement, Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts, Amherst 2000 — 2005
BA, Economics
Natick High School
Jeff Grant Jeff Grant's Sun Life Financial Experience 2008 - March 2012
Job National Sales Manager, Insurance and Annuities at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2012 - Present
Sun Life Financial 2008 - March 2012
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Lincoln Financial Group 2005 - 2006
AIG SunAmerica 2003 - 2005
AIG SunAmerica 2002 - 2003
AIG SunAmerica 1999 - 2002
PLANCO 1997 - 1999
Skills
Series 63, Series 65, Series 7, Series 26, Mutual Funds, Annuities, Strategic Planning, Sales Management, Retirement Planning, Insurance, Long Term Care, New Business Development, Investments, Wealth Management, Customer Relations, Team Building, Financial Planning, Securities, Marketing Strategy, Asset Management
Education
University of Missouri-Columbia 1987 — 1991
BSBA, Marketing
TIAA-CREF July 2012 - Present
Sun Life Financial 2008 - March 2012
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Lincoln Financial Group 2005 - 2006
AIG SunAmerica 2003 - 2005
AIG SunAmerica 2002 - 2003
AIG SunAmerica 1999 - 2002
PLANCO 1997 - 1999
Skills
Series 63, Series 65, Series 7, Series 26, Mutual Funds, Annuities, Strategic Planning, Sales Management, Retirement Planning, Insurance, Long Term Care, New Business Development, Investments, Wealth Management, Customer Relations, Team Building, Financial Planning, Securities, Marketing Strategy, Asset Management
Education
University of Missouri-Columbia 1987 — 1991
BSBA, Marketing
Chad Kastner Chad Kastner's Sun Life Financial Experience September 2009 - February 2012
Job Senior Regional Marketing Director Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2012 - Present
Sun Life Financial September 2009 - February 2012
The Hartford - PLANCO June 1998 - September 2009
The Hartford - PLANCO July 1997 - June 1998
Skills
Mutual Funds, Series 7, Series 63, Series 65, Series 6, Consultative Selling..., Variable Annuities, 529 Plans
Education
University of Minnesota-Twin Cities 1993 — 1997
B.S., Economics
Putnam Investments February 2012 - Present
Sun Life Financial September 2009 - February 2012
The Hartford - PLANCO June 1998 - September 2009
The Hartford - PLANCO July 1997 - June 1998
Skills
Mutual Funds, Series 7, Series 63, Series 65, Series 6, Consultative Selling..., Variable Annuities, 529 Plans
Education
University of Minnesota-Twin Cities 1993 — 1997
B.S., Economics
Todd Lewis Todd Lewis's Sun Life Financial Experience April 2009 - August 2010
Job Account Executive AIG Benefit Solutions
Industry Insurance
Experience
AIG Benefit Solutions September 2010 - Present
Sun Life Financial April 2009 - August 2010
Sun Life Financial January 2007 - April 2009
Skills
Fixed Annuities, Series 63, Series 6, Universal Life, Life Insurance, Insurance, Life & Health Insurance..., Disability Insurance, Health Insurance, 401k, Critical Illness, Employee Benefits, IRAs, Mutual Funds, Retirement, Retirement Planning, Sales, Securities, Series 65, Series 7, Workers Compensation, Term Life Insurance
Education
University of Massachusetts, Amherst 1993 — 1998
B.A.
AIG Benefit Solutions September 2010 - Present
Sun Life Financial April 2009 - August 2010
Sun Life Financial January 2007 - April 2009
Skills
Fixed Annuities, Series 63, Series 6, Universal Life, Life Insurance, Insurance, Life & Health Insurance..., Disability Insurance, Health Insurance, 401k, Critical Illness, Employee Benefits, IRAs, Mutual Funds, Retirement, Retirement Planning, Sales, Securities, Series 65, Series 7, Workers Compensation, Term Life Insurance
Education
University of Massachusetts, Amherst 1993 — 1998
B.A.
Igor Lavitas's Sun Life Financial Experience December 2007 - July 2010
Job Senior Actuarial Assistant
Industry Insurance
Experience
New York Life Insurance Company August 2010 - Present
Sun Life Financial December 2007 - July 2010
Sun Life Financial June 2005 - December 2007
Skills
Actuarial Science, Financial Risk, New Business Development, Insurance, Health Insurance, Financial Analysis, Financial Modeling, Risk Management, Valuation, VBA, Investments, Employee Benefits, Financial Reporting, Access
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science (BS), Computer Science, Economics
New York Life Insurance Company August 2010 - Present
Sun Life Financial December 2007 - July 2010
Sun Life Financial June 2005 - December 2007
Skills
Actuarial Science, Financial Risk, New Business Development, Insurance, Health Insurance, Financial Analysis, Financial Modeling, Risk Management, Valuation, VBA, Investments, Employee Benefits, Financial Reporting, Access
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science (BS), Computer Science, Economics
shawn lorraine shawn lorraine's Sun Life Financial Experience July 2005 - Present
Job
Industry
Experience
Sun Life Financial July 2005 - Present
Whole Foods Market September 1998 - August 2002
City of Durham September 1994 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Sunlink, MECA, SLICK, Teamwork, Access, Accounting, Inventory Management, Time Management, Photoshop, Team Building
Education
University of Massachusetts, Amherst
Art/Art Studies, General
Sun Life Financial July 2005 - Present
Whole Foods Market September 1998 - August 2002
City of Durham September 1994 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Sunlink, MECA, SLICK, Teamwork, Access, Accounting, Inventory Management, Time Management, Photoshop, Team Building
Education
University of Massachusetts, Amherst
Art/Art Studies, General
Andrew Nealon Andrew Nealon's Sun Life Financial Experience November 2013 - Present
Job Sr. Operations Coordinator at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2013 - Present
Sun Life Financial August 2012 - November 2013
Verizon Wireless July 2010 - August 2012
Better Business Bureau of Eastern Massachusetts, Maine, Rhode Island & Vermont June 2008 - January 2010
Skills
Salesforce.com, Marketing, Time Management, Training, Sales
Education
University of Massachusetts, Amherst 2007 — 2010
BA, Communications
Hopkinton High School 2002 — 2006
Sun Life Financial November 2013 - Present
Sun Life Financial August 2012 - November 2013
Verizon Wireless July 2010 - August 2012
Better Business Bureau of Eastern Massachusetts, Maine, Rhode Island & Vermont June 2008 - January 2010
Skills
Salesforce.com, Marketing, Time Management, Training, Sales
Education
University of Massachusetts, Amherst 2007 — 2010
BA, Communications
Hopkinton High School 2002 — 2006
David Freedman David Freedman's Sun Life Financial Experience August 1999 - August 2000
Job Senior Sales Manager Healthcare Segment at PC Connection, Inc.
Industry Information Technology and Services
Experience
PC Connection, Inc. January 2009 - Present
PC Connection, Inc. April 2006 - December 2008
PC Connection November 2003 - March 2006
PC Connection, Inc. October 2000 - October 2003
Sun Life Financial August 1999 - August 2000
Skills
Channel, Sales Management, Solution Selling, Salesforce.com, Selling, Channel Partners, Sales, Leadership, Management, SaaS, Finance, Analysis, Resellers, Lead Generation, Direct Sales, Sales Process, Cold Calling, Cloud Computing
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS), Hospitality Administration/Management
PC Connection, Inc. January 2009 - Present
PC Connection, Inc. April 2006 - December 2008
PC Connection November 2003 - March 2006
PC Connection, Inc. October 2000 - October 2003
Sun Life Financial August 1999 - August 2000
Skills
Channel, Sales Management, Solution Selling, Salesforce.com, Selling, Channel Partners, Sales, Leadership, Management, SaaS, Finance, Analysis, Resellers, Lead Generation, Direct Sales, Sales Process, Cold Calling, Cloud Computing
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS), Hospitality Administration/Management
Arleigh Kennedy's Sun Life Financial Experience April 2006 - June 2010
Job Vice President at Sutton Special Risk
Industry Insurance
Experience
Sutton Special Risk September 2013 - Present
Indigo Insurance Services/Blue Cross Blue Shield of Massachusetts June 2010 - August 2013
Sun Life Financial April 2006 - June 2010
Sun Life Financial August 2000 - April 2006
Great-West Life October 1999 - August 2000
Sun Life Financial June 1997 - October 1999
Sun Life Financial October 1996 - October 1999
Sun Life Financial October 1996 - June 1997
Sun Life Financial October 1995 - October 1996
Sun Life Financial January 1995 - October 1995
Skills
Insurance, Risk Management, Executive Management, Customer Relations, Process Engineering, Product Deve, Sales Support, Marketing Strategy, Contract Management, Contract Review, Benefits Administration, Customer Service, Employee Benefits, Management, Negotiation, Reinsurance, Sales Operations, Strategy, Underwriting, Analysis, Brokers, Business Planning, Disability Insurance, Training, Claim, Health Insurance
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Political Science, History & Philosophy
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts Degree, Political Science
Sutton Special Risk September 2013 - Present
Indigo Insurance Services/Blue Cross Blue Shield of Massachusetts June 2010 - August 2013
Sun Life Financial April 2006 - June 2010
Sun Life Financial August 2000 - April 2006
Great-West Life October 1999 - August 2000
Sun Life Financial June 1997 - October 1999
Sun Life Financial October 1996 - October 1999
Sun Life Financial October 1996 - June 1997
Sun Life Financial October 1995 - October 1996
Sun Life Financial January 1995 - October 1995
Skills
Insurance, Risk Management, Executive Management, Customer Relations, Process Engineering, Product Deve, Sales Support, Marketing Strategy, Contract Management, Contract Review, Benefits Administration, Customer Service, Employee Benefits, Management, Negotiation, Reinsurance, Sales Operations, Strategy, Underwriting, Analysis, Brokers, Business Planning, Disability Insurance, Training, Claim, Health Insurance
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Political Science, History & Philosophy
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts Degree, Political Science
Flynt Hughes Flynt Hughes's Sun Life Financial Experience February 2009 - July 2012
Job Regional Vice President at MetLife
Industry Financial Services
Experience
MetLife April 2015 - Present
Chickasaw Capital Management, LLC September 2014 - Present
Piedmont Capital Distributors July 2012 - September 2014
Sun Life Financial February 2009 - July 2012
AIG SunAmerica April 2004 - February 2009
AG Edwards June 2003 - April 2004
Planco/Hartford October 2002 - May 2003
UBS/Paine Webber April 2001 - October 2002
Prudential Securities Inc. March 1997 - April 2001
RAF Financial December 1996 - March 1997
Skills
Series 7, Series 63, Series 65, Health, Life, Variable
Education
University of Mississippi 1989 — 1993
Bachelor of Business Administration, Marketing
Jackson Academy HS, Jackson, MS
High School Diploma, General Studies
MetLife April 2015 - Present
Chickasaw Capital Management, LLC September 2014 - Present
Piedmont Capital Distributors July 2012 - September 2014
Sun Life Financial February 2009 - July 2012
AIG SunAmerica April 2004 - February 2009
AG Edwards June 2003 - April 2004
Planco/Hartford October 2002 - May 2003
UBS/Paine Webber April 2001 - October 2002
Prudential Securities Inc. March 1997 - April 2001
RAF Financial December 1996 - March 1997
Skills
Series 7, Series 63, Series 65, Health, Life, Variable
Education
University of Mississippi 1989 — 1993
Bachelor of Business Administration, Marketing
Jackson Academy HS, Jackson, MS
High School Diploma, General Studies
Scott Sharples Scott Sharples's Sun Life Financial Experience November 2012 - Present
Job Commercial real estate executive
Industry Commercial Real Estate
Experience
Sun Life Financial November 2012 - Present
Cresa Calgary November 2011 - October 2012
Tonko Realty Advisors Ltd. January 2008 - April 2011
CREIT Management L.P. 2004 - 2008
Skills
Real Estate, Asset Management, Negotiation, Leases, Asset Managment, Acquisitions, Commercial Real Estate, Tenant, Tenant Representation, Corporate Real Estate, Disposition, Location Intelligence, Real Estate Transactions, Property Management, Lease Negotiations, Lease Administration, Management, Strategic Planning, Landlords, Market Analysis, Investments, Real Estate Development, Shopping Centers, Investment Properties, Land Acquisition, Finance, Portfolio Management, Financial Analysis, Facilities Management, Contract Negotiation, Property, Real Estate Financing, Brokerage, Real Estate Economics, Dispositions
Education
University of Michigan 1986 — 1990
Bachelor General Studies, Business, English
Sun Life Financial November 2012 - Present
Cresa Calgary November 2011 - October 2012
Tonko Realty Advisors Ltd. January 2008 - April 2011
CREIT Management L.P. 2004 - 2008
Skills
Real Estate, Asset Management, Negotiation, Leases, Asset Managment, Acquisitions, Commercial Real Estate, Tenant, Tenant Representation, Corporate Real Estate, Disposition, Location Intelligence, Real Estate Transactions, Property Management, Lease Negotiations, Lease Administration, Management, Strategic Planning, Landlords, Market Analysis, Investments, Real Estate Development, Shopping Centers, Investment Properties, Land Acquisition, Finance, Portfolio Management, Financial Analysis, Facilities Management, Contract Negotiation, Property, Real Estate Financing, Brokerage, Real Estate Economics, Dispositions
Education
University of Michigan 1986 — 1990
Bachelor General Studies, Business, English
Allen Holt Allen Holt's Sun Life Financial Experience June 2006 - January 2012
Job Divisional Vice President at SunAmerica Financial Group
Industry Financial Services
Experience
SunAmerica Financial Group May 2012 - Present
The Hartford January 2012 - May 2012
Sun Life Financial June 2006 - January 2012
Wachovia, A Wells Fargo Company August 1999 - June 2006
First Union National Bank January 1998 - August 1999
Signet Bank January 1997 - January 1998
Skills
Public Speaking, Seminars, Retirement Planning, Group Presentations, Annuities, Wholesaling, Retirement, Annuity, Sales, Fixed Annuities, Financial Advisory, Series 7, Wholesale, Financial Services
Education
The University of Montana 1989 — 1992
BS, Business Finance
SunAmerica Financial Group May 2012 - Present
The Hartford January 2012 - May 2012
Sun Life Financial June 2006 - January 2012
Wachovia, A Wells Fargo Company August 1999 - June 2006
First Union National Bank January 1998 - August 1999
Signet Bank January 1997 - January 1998
Skills
Public Speaking, Seminars, Retirement Planning, Group Presentations, Annuities, Wholesaling, Retirement, Annuity, Sales, Fixed Annuities, Financial Advisory, Series 7, Wholesale, Financial Services
Education
The University of Montana 1989 — 1992
BS, Business Finance
John Roeller, CFP®'s Sun Life Financial Experience 2006 - 2009
Job LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial 2010 - Present
Opus 111 Group, LLC 2009 - 2010
Sun Life Financial 2006 - 2009
Symetra Financial 2001 - 2006
Skills
Financial Planning, Investments, Financial Services, Retirement Planning, Finance, Securities, Mutual Funds, Series 7, Insurance
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Marketing and Finance
University of Minnesota-Twin Cities 1986 — 1991
LPL Financial 2010 - Present
Opus 111 Group, LLC 2009 - 2010
Sun Life Financial 2006 - 2009
Symetra Financial 2001 - 2006
Skills
Financial Planning, Investments, Financial Services, Retirement Planning, Finance, Securities, Mutual Funds, Series 7, Insurance
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Marketing and Finance
University of Minnesota-Twin Cities 1986 — 1991
Marc Porupsky Marc Porupsky's Sun Life Financial Experience May 2002 - March 2006
Job Proven and Respected Software Sales Executive helping the Largest Insurers offer Superior Customer Experiences
Industry Computer Software
Experience
Pegasystems January 2015 - Present
Oracle January 2010 - December 2014
University of St. Thomas September 2006 - September 2010
CDC Software April 2006 - December 2009
Sun Life Financial May 2002 - March 2006
Pivotal Corporation November 1999 - February 2002
Automatic Data Processing May 1993 - July 1998
Skills
SaaS, Customer Experience, Software Sales, Selling, Sales Management, Insurance, Sales Process, Solution Selling, Consultative Selling, Account Management, Call Center, Cloud Computing, Enterprise Software, Contract Negotiations, Siebel, Professional Services, Management, Software Industry, CRM, Business Analysis, Competitive Analysis, Contract Negotiation, Lead Generation, Sales, Strategy, Business Development, New Business Development, Leadership, Sales Operations, Call Centers
Education
University of Minnesota-Duluth 1988 — 1993
Bachelor of Business Administration, Marketing and Sales
Elk River High School 1986 — 1988
Pegasystems January 2015 - Present
Oracle January 2010 - December 2014
University of St. Thomas September 2006 - September 2010
CDC Software April 2006 - December 2009
Sun Life Financial May 2002 - March 2006
Pivotal Corporation November 1999 - February 2002
Automatic Data Processing May 1993 - July 1998
Skills
SaaS, Customer Experience, Software Sales, Selling, Sales Management, Insurance, Sales Process, Solution Selling, Consultative Selling, Account Management, Call Center, Cloud Computing, Enterprise Software, Contract Negotiations, Siebel, Professional Services, Management, Software Industry, CRM, Business Analysis, Competitive Analysis, Contract Negotiation, Lead Generation, Sales, Strategy, Business Development, New Business Development, Leadership, Sales Operations, Call Centers
Education
University of Minnesota-Duluth 1988 — 1993
Bachelor of Business Administration, Marketing and Sales
Elk River High School 1986 — 1988
Danny Tilton Danny Tilton's Sun Life Financial Experience December 1990 - December 1999
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
Covidien December 2010 - September 2014
MetLife December 2005 - December 2007
New England Financial December 2004 - December 2005
New England Financial December 2000 - December 2004
Sun Life Financial December 1990 - December 1999
Education
University of Massachusetts, Amherst 1984 — 1988
Northwestern Mutual September 2014 - Present
Covidien December 2010 - September 2014
MetLife December 2005 - December 2007
New England Financial December 2004 - December 2005
New England Financial December 2000 - December 2004
Sun Life Financial December 1990 - December 1999
Education
University of Massachusetts, Amherst 1984 — 1988
Kyle Biedenbach Kyle Biedenbach's Sun Life Financial Experience October 2001 - May 2005
Job Senior Marketing Manager at Southworth Development
Industry Marketing and Advertising
Experience
Southworth Development July 2009 - Present
Southworth Development LLC February 2008 - July 2009
Southworth Development LLC June 2006 - February 2008
Southworth Development LLC July 2005 - June 2006
Willowbend Development LLC June 2005 - July 2005
Sun Life Financial October 2001 - May 2005
Skills
Brand Development, Integrated Marketing, Marketing Strategy, Social Media Marketing, Marketing, Email Marketing, Marketing Communications, Google Analytics, Advertising, Public Relations, Online Marketing, Social Media, Online Advertising, Event Management, Event Planning, Customer Service, Photoshop, Print Management, Lead Generation, Web Analytics, SEO, Inbound Marketing, Graphic Design, Web Development, Web Design, Mobile Marketing, Web Content, SEM, Photography, Real Estate Marketing, Digital Media, Media Planning, Video Production
Education
University of Massachusetts, Amherst 1997 — 2001
BS, Business Management & Marketing
Southworth Development July 2009 - Present
Southworth Development LLC February 2008 - July 2009
Southworth Development LLC June 2006 - February 2008
Southworth Development LLC July 2005 - June 2006
Willowbend Development LLC June 2005 - July 2005
Sun Life Financial October 2001 - May 2005
Skills
Brand Development, Integrated Marketing, Marketing Strategy, Social Media Marketing, Marketing, Email Marketing, Marketing Communications, Google Analytics, Advertising, Public Relations, Online Marketing, Social Media, Online Advertising, Event Management, Event Planning, Customer Service, Photoshop, Print Management, Lead Generation, Web Analytics, SEO, Inbound Marketing, Graphic Design, Web Development, Web Design, Mobile Marketing, Web Content, SEM, Photography, Real Estate Marketing, Digital Media, Media Planning, Video Production
Education
University of Massachusetts, Amherst 1997 — 2001
BS, Business Management & Marketing
Patricia MyLinh Bui Patricia MyLinh Bui's Sun Life Financial Experience March 2008 - June 2010
Job Senior BusinessOperations Analyst at Experian
Industry Information Technology and Services
Experience
Experian May 2011 - Present
First Source Financial June 2010 - October 2010
Sun Life Financial March 2008 - June 2010
Sun Life Financial November 2006 - March 2008
Skills
Customer Service, Analysis, Business Analysis, Process Improvement, Forecasting, Financial Analysis, Budgets, Management, Microsoft Excel, Team Leadership, Microsoft Office, Leadership, Finance, Data Analysis, Financial Modeling
Education
University of Michigan 2001 — 2005
Biology, General
Experian May 2011 - Present
First Source Financial June 2010 - October 2010
Sun Life Financial March 2008 - June 2010
Sun Life Financial November 2006 - March 2008
Skills
Customer Service, Analysis, Business Analysis, Process Improvement, Forecasting, Financial Analysis, Budgets, Management, Microsoft Excel, Team Leadership, Microsoft Office, Leadership, Finance, Data Analysis, Financial Modeling
Education
University of Michigan 2001 — 2005
Biology, General
Erin (Mitchell) Womack Erin (Mitchell) Womack's Sun Life Financial Experience November 2008 - August 2011
Job Relationship Management at DDS Financial
Industry Financial Services
Experience
DDS Financial January 2013 - Present
OneAmerica - American United Life Insurance Company (AUL) August 2011 - December 2012
Sun Life Financial November 2008 - August 2011
Skills
Retirement Planning, Insurance, Retirement, Sales, Financial Planners, Relationship Management, Leadership, New Business Development, Disability Insurance, Personal Finance, Life Insurance, 401k, Employee Benefits, Term Life Insurance, Financial Services, Asset Allocation
Education
University of Mississippi 2004 — 2008
DDS Financial January 2013 - Present
OneAmerica - American United Life Insurance Company (AUL) August 2011 - December 2012
Sun Life Financial November 2008 - August 2011
Skills
Retirement Planning, Insurance, Retirement, Sales, Financial Planners, Relationship Management, Leadership, New Business Development, Disability Insurance, Personal Finance, Life Insurance, 401k, Employee Benefits, Term Life Insurance, Financial Services, Asset Allocation
Education
University of Mississippi 2004 — 2008
Jennifer Pease Jennifer Pease's Sun Life Financial Experience April 2004 - January 2010
Job Grant Administrator at University of Massachusetts
Industry Higher Education
Experience
University of Massachusetts July 2011 - Present
University of Massachusetts Amherst January 2010 - July 2011
Sun Life Financial April 2004 - January 2010
Skills
Microsoft Office, Access, Public Speaking, Data Analysis
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor, Business Administration and Human Resource Development
Greenfield Community College 2002 — 2004
Associates, Business Administration
University of Massachusetts July 2011 - Present
University of Massachusetts Amherst January 2010 - July 2011
Sun Life Financial April 2004 - January 2010
Skills
Microsoft Office, Access, Public Speaking, Data Analysis
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor, Business Administration and Human Resource Development
Greenfield Community College 2002 — 2004
Associates, Business Administration
Jason Fantasia Jason Fantasia's Sun Life Financial Experience January 2008 - December 2011
Job Business Systems Administrator at New England Carpenters Benefit Funds
Industry Information Technology and Services
Experience
New England Carpenters Benefit Funds April 2013 - Present
New England Carpenters Benefit Funds 2012 - April 2013
Sun Life Financial January 2008 - December 2011
Sun Life Financial August 2006 - December 2007
Sun Life Financial August 2005 - August 2006
Sun Life Financial January 2004 - August 2005
Skills
SQL, Linux, Business Requirements, Databases, System Administration, Linux System..., Oracle PL/SQL..., FreeBSD, CentOS, Debian, Analysis, Fixed Annuities, Business Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Access, Customer Service, User Acceptance Testing, Visual Basic, Requirements Analysis, Call Center, Business Process, Windows, Business Process..., Unix, Troubleshooting, VBA, C++, C#, XNA, Mac OS
Education
Boston University Metropolitan College 2010 — 2011
Undergraduate Certificate in Software Development, Computer Science
Harvard University Extension School 1998 — 2000
Computer Science
University of Massachusetts, Amherst 1996 — 1998
Astronomy
Watertown High School 1992 — 1996
New England Carpenters Benefit Funds April 2013 - Present
New England Carpenters Benefit Funds 2012 - April 2013
Sun Life Financial January 2008 - December 2011
Sun Life Financial August 2006 - December 2007
Sun Life Financial August 2005 - August 2006
Sun Life Financial January 2004 - August 2005
Skills
SQL, Linux, Business Requirements, Databases, System Administration, Linux System..., Oracle PL/SQL..., FreeBSD, CentOS, Debian, Analysis, Fixed Annuities, Business Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Access, Customer Service, User Acceptance Testing, Visual Basic, Requirements Analysis, Call Center, Business Process, Windows, Business Process..., Unix, Troubleshooting, VBA, C++, C#, XNA, Mac OS
Education
Boston University Metropolitan College 2010 — 2011
Undergraduate Certificate in Software Development, Computer Science
Harvard University Extension School 1998 — 2000
Computer Science
University of Massachusetts, Amherst 1996 — 1998
Astronomy
Watertown High School 1992 — 1996
Andrew Ferworn Andrew Ferworn's Sun Life Financial Experience June 2009 - July 2011
Job
Industry Financial Services
Experience
Lincoln Financial Group June 2011 - Present
Sun Life Financial June 2009 - July 2011
Skills
Employee Benefits, Disability Insurance, Life Insurance, Insurance, Health Insurance, Term Life Insurance, Sales, Consulting, Customer Service, Management, Underwriting, Investments
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Lincoln Financial Group June 2011 - Present
Sun Life Financial June 2009 - July 2011
Skills
Employee Benefits, Disability Insurance, Life Insurance, Insurance, Health Insurance, Term Life Insurance, Sales, Consulting, Customer Service, Management, Underwriting, Investments
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Kristen McNeill Kristen McNeill's Sun Life Financial Experience July 2013 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial September 2009 - July 2013
Lincoln Financial Group June 2004 - September 2009
Skills
CRM, Insurance, Life Insurance, Relationship Management, Disability Insurance, Dental Insurance, Worksite Benefits, Employee Benefits
Education
University of Missouri-Columbia 2001 — 2004
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, cum laude
Sun Life Financial July 2013 - Present
Sun Life Financial September 2009 - July 2013
Lincoln Financial Group June 2004 - September 2009
Skills
CRM, Insurance, Life Insurance, Relationship Management, Disability Insurance, Dental Insurance, Worksite Benefits, Employee Benefits
Education
University of Missouri-Columbia 2001 — 2004
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, cum laude
Emily Prior Emily Prior's Sun Life Financial Experience October 2013 - August 2015
Job Project Coordinator at ERT
Industry Biotechnology
Experience
ERT August 2015 - Present
Sun Life Financial October 2013 - August 2015
Seven Hills Foundation July 2012 - October 2013
Prezo Grille and Bar May 2012 - September 2012
D's Flower Shop 2009 - 2012
Bluedog Sports Bar and Grill May 2010 - August 2010
Skills
Time Management, Program Development, Social Services, Developmental..., Case Management, Interpersonal..., Compassion, Case Managment, Teamwork, Fast Learner, Technical Writing, Adaptability, Diligent, Strategy Implementation, Team Leadership, Organization, Building Relationships, Microsoft Office, Creativity, Disability Insurance, Insurance, Disability Claims..., Claims Handling
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts (BA), Psychology, 3.7
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts (B.A.), Psychology
ERT August 2015 - Present
Sun Life Financial October 2013 - August 2015
Seven Hills Foundation July 2012 - October 2013
Prezo Grille and Bar May 2012 - September 2012
D's Flower Shop 2009 - 2012
Bluedog Sports Bar and Grill May 2010 - August 2010
Skills
Time Management, Program Development, Social Services, Developmental..., Case Management, Interpersonal..., Compassion, Case Managment, Teamwork, Fast Learner, Technical Writing, Adaptability, Diligent, Strategy Implementation, Team Leadership, Organization, Building Relationships, Microsoft Office, Creativity, Disability Insurance, Insurance, Disability Claims..., Claims Handling
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts (BA), Psychology, 3.7
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Sam McDonough Sam McDonough's Sun Life Financial Experience April 2011 - April 2014
Job Sales Representative at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits June 2015 - Present
Paychex April 2014 - June 2015
Sun Life Financial April 2011 - April 2014
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor’s Degree
Assurant Employee Benefits June 2015 - Present
Paychex April 2014 - June 2015
Sun Life Financial April 2011 - April 2014
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor’s Degree
Lauren Roche's Sun Life Financial Experience June 2015 - Present
Job Small Business Sales Support at Sun Life Financial
Industry Health, Wellness and Fitness
Experience
Sun Life Financial June 2015 - Present
Sun Life Financial May 2014 - June 2015
Wellesley Dental Group January 2014 - May 2014
The Melting Pot Restaurants October 2007 - March 2014
Neurocare Center for Research May 2013 - January 2014
American Lung Association September 2011 - December 2011
University of Massachusetts September 2010 - May 2011
Skills
Inventory Management, Sales Process, Account Management, Life Insurance, Process Improvement, Voluntary Employee..., Cross Functional Team..., Disability Benefits, Microsoft Excel, Dental Insurance, Public Health, Healthcare, Health Insurance, Mental Health, Community Health, Fitness, Wellness, PowerPoint, Microsoft Office, Event Planning, Social Media, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Pubic Health
Sun Life Financial June 2015 - Present
Sun Life Financial May 2014 - June 2015
Wellesley Dental Group January 2014 - May 2014
The Melting Pot Restaurants October 2007 - March 2014
Neurocare Center for Research May 2013 - January 2014
American Lung Association September 2011 - December 2011
University of Massachusetts September 2010 - May 2011
Skills
Inventory Management, Sales Process, Account Management, Life Insurance, Process Improvement, Voluntary Employee..., Cross Functional Team..., Disability Benefits, Microsoft Excel, Dental Insurance, Public Health, Healthcare, Health Insurance, Mental Health, Community Health, Fitness, Wellness, PowerPoint, Microsoft Office, Event Planning, Social Media, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Pubic Health
Gregory A. Hurren's Sun Life Financial Experience June 2010 - 2012
Job Divisional Vice President at AIG
Industry Financial Services
Experience
AIG January 2014 - Present
SunAmerica June 2012 - December 2013
Sun Life Financial June 2010 - 2012
John Hancock October 2007 - June 2010
Boston Red Sox 2005 - 2007
Skills
Series 6, Series 63, Strategic Financial..., Financial Analysis, Mutual Funds, Insurance, Health Insurance, Fixed Annuities, Retirement, Retirement Planning, 401k, Securities, Financial Services, Life Insurance, Investments, FINRA, Asset Allocation
Education
University of Massachusetts, Amherst
AIG January 2014 - Present
SunAmerica June 2012 - December 2013
Sun Life Financial June 2010 - 2012
John Hancock October 2007 - June 2010
Boston Red Sox 2005 - 2007
Skills
Series 6, Series 63, Strategic Financial..., Financial Analysis, Mutual Funds, Insurance, Health Insurance, Fixed Annuities, Retirement, Retirement Planning, 401k, Securities, Financial Services, Life Insurance, Investments, FINRA, Asset Allocation
Education
University of Massachusetts, Amherst
Anthony Manganello's Sun Life Financial Experience November 2006 - August 2008
Job Vice President, Employee Benefits & Human Capital Consulting at Willis
Industry Insurance
Experience
Willis July 2015 - Present
Standard Insurance Company August 2008 - June 2015
Sun Life Financial November 2006 - August 2008
MetLife July 2002 - October 2006
Skills
Employee Benefits, Life Insurance, Benefits Administration, Disability Insurance, Insurance, Health Savings Accounts, Brokers, Term Life Insurance
Education
University of Miami
Bachelor of Business Administration (BBA), Business/Finance
Willis July 2015 - Present
Standard Insurance Company August 2008 - June 2015
Sun Life Financial November 2006 - August 2008
MetLife July 2002 - October 2006
Skills
Employee Benefits, Life Insurance, Benefits Administration, Disability Insurance, Insurance, Health Savings Accounts, Brokers, Term Life Insurance
Education
University of Miami
Bachelor of Business Administration (BBA), Business/Finance
Carl Kruglak, FSA, MAAA Carl Kruglak, FSA, MAAA's Sun Life Financial Experience 2015 - Present
Job Director, Actuarial Tax and NAIC at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial January 2001 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 1987 - January 2001
Skills
Insurance
Education
University of Massachusetts, Amherst
BBA, Summa Cum Laude, Finance, Math, Actuarial Science, Economics
Needham High School
Sun Life Financial 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial January 2001 - July 2013
John Hancock Life Insurance Company (U.S.A.) July 1987 - January 2001
Skills
Insurance
Education
University of Massachusetts, Amherst
BBA, Summa Cum Laude, Finance, Math, Actuarial Science, Economics
Needham High School
Teong Eng Khor Teong Eng Khor's Sun Life Financial Experience August 2013 - Present
Job Actuarial Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
University of Michigan August 2012 - May 2013
Great Eastern Life Assurance (M) Bhd May 2010 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Data Analysis, Economics, Statistics, Visual C++, VBA, SAS, Actuarial Science, APL, Microsoft Office
Education
University of Michigan 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Actuarial Science & Economics, 3.6
INTI University College 2008 — 2009
Sun Life Financial August 2013 - Present
University of Michigan August 2012 - May 2013
Great Eastern Life Assurance (M) Bhd May 2010 - July 2010
Skills
Microsoft Excel, Access, PowerPoint, Data Analysis, Economics, Statistics, Visual C++, VBA, SAS, Actuarial Science, APL, Microsoft Office
Education
University of Michigan 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Actuarial Science & Economics, 3.6
INTI University College 2008 — 2009
Lizzie Allen Lizzie Allen's Sun Life Financial Experience June 2008 - August 2008
Job Product Manager at Wizeline
Industry Computer Software
Experience
Wizeline January 2015 - Present
Netflix April 2014 - September 2014
Metamarkets November 2012 - March 2014
IGN Entertainment October 2010 - October 2012
Cataphora March 2009 - September 2010
Sun Life Financial June 2008 - August 2008
Skills
Analytics, Web Analytics, Google Analytics, Product Management, Data Analysis, Omniture, Analysis, User Experience, Research, Consumer Insights, Business Intelligence, Data Research, Data Reporting, Mathematical Modeling, A/B testing, Statistics, Exit Surveys, Requirements Gathering, Cross-functional Team..., Mobile Marketing, Excel, Market Research, Scrum, Big Data, Mathematics, Product Requirements, Roadmap Creation, User Research, Industry Trend Analysis, Public Speaking, Product Launch, Agile Methodologies, Mathematical Analysis, Software Prototyping, Sprint Planning, Pragmatic Marketing..., Project Management, Usability Testing, Release Management, Marketing Communications, Probability, Survey Research, Survey Development, Data Visualization, SQL, Teradata, Hive, comScore
Education
University of Michigan 2004 — 2008
BS, Actuarial Mathematics, 3.8
University of Michigan 2004 — 2008
BMA, Flute Performance
Wizeline January 2015 - Present
Netflix April 2014 - September 2014
Metamarkets November 2012 - March 2014
IGN Entertainment October 2010 - October 2012
Cataphora March 2009 - September 2010
Sun Life Financial June 2008 - August 2008
Skills
Analytics, Web Analytics, Google Analytics, Product Management, Data Analysis, Omniture, Analysis, User Experience, Research, Consumer Insights, Business Intelligence, Data Research, Data Reporting, Mathematical Modeling, A/B testing, Statistics, Exit Surveys, Requirements Gathering, Cross-functional Team..., Mobile Marketing, Excel, Market Research, Scrum, Big Data, Mathematics, Product Requirements, Roadmap Creation, User Research, Industry Trend Analysis, Public Speaking, Product Launch, Agile Methodologies, Mathematical Analysis, Software Prototyping, Sprint Planning, Pragmatic Marketing..., Project Management, Usability Testing, Release Management, Marketing Communications, Probability, Survey Research, Survey Development, Data Visualization, SQL, Teradata, Hive, comScore
Education
University of Michigan 2004 — 2008
BS, Actuarial Mathematics, 3.8
University of Michigan 2004 — 2008
BMA, Flute Performance
Jeremy Bacon Jeremy Bacon's Sun Life Financial Experience July 2014 - Present
Job Actuarial Analyst AssetLiability Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2014 - Present
Sun Life Financial August 2012 - July 2014
Sun Life Financial June 2011 - August 2011
Bacon and Graham, Inc. 2008 - 2011
Skills
Actuarial Science, Microsoft Excel, Insurance, Visual Basic, BlackRock Aladdin, Bloomberg, Actuarial Exams, Interest Rate Risk..., Life Insurance, ALFA, Microsoft Access, Triton, Principal Component..., Stochastic Simulation, Fixed Income Portfolio..., Liquidity Management, Sensitivity Analysis, APL, Access, Financial Modeling, VBA
Education
University of Michigan 2008 — 2012
Bachelor of Science (BS), Actuarial Mathematics, Economics
Sun Life Financial July 2014 - Present
Sun Life Financial August 2012 - July 2014
Sun Life Financial June 2011 - August 2011
Bacon and Graham, Inc. 2008 - 2011
Skills
Actuarial Science, Microsoft Excel, Insurance, Visual Basic, BlackRock Aladdin, Bloomberg, Actuarial Exams, Interest Rate Risk..., Life Insurance, ALFA, Microsoft Access, Triton, Principal Component..., Stochastic Simulation, Fixed Income Portfolio..., Liquidity Management, Sensitivity Analysis, APL, Access, Financial Modeling, VBA
Education
University of Michigan 2008 — 2012
Bachelor of Science (BS), Actuarial Mathematics, Economics
Sal Cusumano Sal Cusumano's Sun Life Financial Experience February 2008 - October 2011
Job Senior Sales Representative
Industry Insurance
Experience
Voya Financial October 2011 - Present
Sun Life Financial February 2008 - October 2011
Crown Packaging September 2003 - February 2008
Skills
Voluntary Employee..., Stop Loss, Group Life, Contract Negotiation, Cold Calling, Brokers, Customer Service, Account Management, Employee Benefits, Health Savings Accounts, Health Insurance, Life Insurance, Marketing, Dentistry, Disability Insurance, Insurance, Manufacturing, Selling, Sourcing, Project Planning, Sales Management, Term Life Insurance, Sales, Underwriting
Education
University of Missouri-Columbia 1998 — 2002
BA, Sociology, Communications, History
Voya Financial October 2011 - Present
Sun Life Financial February 2008 - October 2011
Crown Packaging September 2003 - February 2008
Skills
Voluntary Employee..., Stop Loss, Group Life, Contract Negotiation, Cold Calling, Brokers, Customer Service, Account Management, Employee Benefits, Health Savings Accounts, Health Insurance, Life Insurance, Marketing, Dentistry, Disability Insurance, Insurance, Manufacturing, Selling, Sourcing, Project Planning, Sales Management, Term Life Insurance, Sales, Underwriting
Education
University of Missouri-Columbia 1998 — 2002
BA, Sociology, Communications, History
Thomas Lupoli Thomas Lupoli's Sun Life Financial Experience August 2013 - June 2014
Job Captain at Army National Guard
Industry Financial Services
Experience
Army National Guard December 2014 - Present
Sun Life Financial August 2013 - June 2014
State Street June 2011 - August 2013
Skills
Microsoft Excel, Financial Reporting, Collateral Management, Account Reconciliation, Wire Transfers, Bloomberg API for Excel, Bloomberg Terminal, Data Entry, Troubleshooting, IBIS, InTrader, MCH, ProtoColl, Microsoft Word, Business Networking, Military, Training, Leadership, Customer Service, Microsoft Office, Team Building, Analysis, Financial Analysis
Education
University of Massachusetts, Amherst
B.A., Psychology
Army National Guard December 2014 - Present
Sun Life Financial August 2013 - June 2014
State Street June 2011 - August 2013
Skills
Microsoft Excel, Financial Reporting, Collateral Management, Account Reconciliation, Wire Transfers, Bloomberg API for Excel, Bloomberg Terminal, Data Entry, Troubleshooting, IBIS, InTrader, MCH, ProtoColl, Microsoft Word, Business Networking, Military, Training, Leadership, Customer Service, Microsoft Office, Team Building, Analysis, Financial Analysis
Education
University of Massachusetts, Amherst
B.A., Psychology
Stephen Chu's Sun Life Financial Experience July 2004 - March 2010
Job Enterprise Account Executive at FICO™
Industry Computer Software
Experience
FICO™ June 2015 - Present
Pegasystems March 2010 - June 2015
Sun Life Financial July 2004 - March 2010
Skills
Mutual Funds, BPM, CRM, Pegasystems PRPC, Case Management Software, Sales, Variable Annuities, Business Process..., Solution Selling, Insurance, Business Process Design, Enterprise Software, Fixed Annuities, Financial Services, Series 7, Lead Generation, Financial Advisory, Business Intelligence, Salesforce.com, Professional Services, Life Insurance, Sales Presentations, Leadership, Management, Business Analysis, SaaS, Cloud Computing
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics and Sociology with a concentration in Criminal Justice and a minor in IT
FICO™ June 2015 - Present
Pegasystems March 2010 - June 2015
Sun Life Financial July 2004 - March 2010
Skills
Mutual Funds, BPM, CRM, Pegasystems PRPC, Case Management Software, Sales, Variable Annuities, Business Process..., Solution Selling, Insurance, Business Process Design, Enterprise Software, Fixed Annuities, Financial Services, Series 7, Lead Generation, Financial Advisory, Business Intelligence, Salesforce.com, Professional Services, Life Insurance, Sales Presentations, Leadership, Management, Business Analysis, SaaS, Cloud Computing
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics and Sociology with a concentration in Criminal Justice and a minor in IT
Rich Lombard Rich Lombard's Sun Life Financial Experience June 2013 - Present
Job Regional Account Executive
Industry Insurance
Experience
The Hartford September 2015 - Present
Sun Life Financial June 2013 - Present
Liberty Mutual Insurance June 2009 - August 2012
Skills
Employee Benefits, Voluntary Employee..., Personal Lines Auto, Property & Casualty..., Sales, Direct Sales, New Business Development, Sales Operations, Leadership
Education
University of Massachusetts, Amherst 2005 — 2009
BACH, Journalism
Nipmuc Regional High School 2001 — 2005
High School Diploma
The Hartford September 2015 - Present
Sun Life Financial June 2013 - Present
Liberty Mutual Insurance June 2009 - August 2012
Skills
Employee Benefits, Voluntary Employee..., Personal Lines Auto, Property & Casualty..., Sales, Direct Sales, New Business Development, Sales Operations, Leadership
Education
University of Massachusetts, Amherst 2005 — 2009
BACH, Journalism
Nipmuc Regional High School 2001 — 2005
High School Diploma
Rachna Sharma Rachna Sharma's Sun Life Financial Experience October 2013 - Present
Job Practice Manager (Project management), ICAS Application Services at Sun Life Financial
Industry Airlines/Aviation
Experience
Sun Life Financial October 2013 - Present
Sunlife Financial , Client Solutions August 2012 - October 2013
Sunlife Financial July 2009 - August 2012
PMI Southern Ontario Chapter 2005 - December 2009
Canadian Cancer Society February 2008 - July 2009
SITA December 2006 - February 2008
WSI August 2005 - November 2006
Emirates October 1997 - March 2004
Skills
Project Portfolio..., Program Management, Team Building, ITIL, Vendor Management, Project Management, PMP, PMO, Training, CRM, Software Project..., Strategy, Management, Leadership, Quality Assurance, Software Development, Business Analysis, SDLC
Education
University of Mumbai 1992 — 1994
M.Sc, Plant Biochemistry and Physiology
Stanford Center for Professional Development
Stanford Advanced Project Management(SAPM), Program Management
Sun Life Financial October 2013 - Present
Sunlife Financial , Client Solutions August 2012 - October 2013
Sunlife Financial July 2009 - August 2012
PMI Southern Ontario Chapter 2005 - December 2009
Canadian Cancer Society February 2008 - July 2009
SITA December 2006 - February 2008
WSI August 2005 - November 2006
Emirates October 1997 - March 2004
Skills
Project Portfolio..., Program Management, Team Building, ITIL, Vendor Management, Project Management, PMP, PMO, Training, CRM, Software Project..., Strategy, Management, Leadership, Quality Assurance, Software Development, Business Analysis, SDLC
Education
University of Mumbai 1992 — 1994
M.Sc, Plant Biochemistry and Physiology
Stanford Center for Professional Development
Stanford Advanced Project Management(SAPM), Program Management
Cara Zarnofsky Cara Zarnofsky's Sun Life Financial Experience January 2014 - Present
Job Lean Solutions Senior Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2014 - Present
Sun Life Financial August 2008 - December 2013
Sun Life Financial 2003 - 2008
Sun Life Financial 2000 - 2003
Skills
Training, Business Process, Employee Benefits, Coaching, Product Development, Customer Service, Sales, Business Planning, Onboarding, Sales Management, Insurance, Business Process..., Visio, Business Requirements, Business Analysis, Process Improvement, Change Management, Health Insurance, Financial Services, SDLC
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Fine Arts, Interior Design
Sun Life Financial January 2014 - Present
Sun Life Financial August 2008 - December 2013
Sun Life Financial 2003 - 2008
Sun Life Financial 2000 - 2003
Skills
Training, Business Process, Employee Benefits, Coaching, Product Development, Customer Service, Sales, Business Planning, Onboarding, Sales Management, Insurance, Business Process..., Visio, Business Requirements, Business Analysis, Process Improvement, Change Management, Health Insurance, Financial Services, SDLC
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Fine Arts, Interior Design
Robert Clemons Robert Clemons's Sun Life Financial Experience 2011 - Present
Job Stop Loss Claims Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2011 - Present
Sun Life Financial 2010 - 2011
Sun Life Financial 2008 - 2010
Sun Life Financial 2008 - 2010
Sun Life Financial 2006 - 2007
Veolia Transportation 2006 - 2006
Veolia Transportation 2005 - 2006
Skills
Insurance, Customer Service, Underwriting, Claims Handling, Operations Management, Case Managment, Leadership, Risk Management, Training, Health Insurance, New Business Development, Life Insurance, Fixed Annuities, Long-term Care, Claim, Coaching, Analysis, Financial Risk, Retirement, Management, Reinsurance, Claims Management, Process Improvement, Team Building, Human Resources, Software Documentation, Critical Illness, Policy
Education
University of Massachusetts, Amherst 1999 — 2003
B.S., Hotel, Restaurant, Tourism Administration
Sun Life Financial 2011 - Present
Sun Life Financial 2010 - 2011
Sun Life Financial 2008 - 2010
Sun Life Financial 2008 - 2010
Sun Life Financial 2006 - 2007
Veolia Transportation 2006 - 2006
Veolia Transportation 2005 - 2006
Skills
Insurance, Customer Service, Underwriting, Claims Handling, Operations Management, Case Managment, Leadership, Risk Management, Training, Health Insurance, New Business Development, Life Insurance, Fixed Annuities, Long-term Care, Claim, Coaching, Analysis, Financial Risk, Retirement, Management, Reinsurance, Claims Management, Process Improvement, Team Building, Human Resources, Software Documentation, Critical Illness, Policy
Education
University of Massachusetts, Amherst 1999 — 2003
B.S., Hotel, Restaurant, Tourism Administration
Barry Halpern's Sun Life Financial Experience 2005 - 2008
Job currently retired (or between jobs)
Industry Insurance
Experience
none January 2008 - Present
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
Comcast 2000 - 2013
Sun Life Financial Indonesia January 2005 - January 2008
Sun Life Financial 2005 - 2008
Sunlife Financial 2005 - 2007
Skills
Strategic Planning, Insurance, Executive Management
Education
University of Massachusetts, Amherst 1970 — 1974
bs, mathematic
none January 2008 - Present
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
LitvakSIG 2013 - 2015
Comcast 2000 - 2013
Sun Life Financial Indonesia January 2005 - January 2008
Sun Life Financial 2005 - 2008
Sunlife Financial 2005 - 2007
Skills
Strategic Planning, Insurance, Executive Management
Education
University of Massachusetts, Amherst 1970 — 1974
bs, mathematic
Michael Hoefler's Sun Life Financial Experience January 2014 - Present
Job VP Regional Market Leader Central Region at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2014 - Present
Sun Life Financial January 2013 - January 2014
Sun Life Financial January 2004 - January 2013
Sun Life Financial April 1997 - January 2004
Sun Life Financial February 1992 - April 1997
Sun Life Financial February 1989 - February 1992
Skills
Leadership, Team Leadership, Sales, Building Relationships, Technical Expertise, Marketing, Employee Benefits, Stop Loss, Sales Management, Direct Sales, Insurance, Account Management, Disability Insurance, Customer Retention, Selling, Brokers, Vendor Management, Risk Management, Customer Service, Life Insurance, Term Life Insurance, Cold Calling, Health Insurance, Management, Underwriting
Education
University of Massachusetts, Amherst 1983 — 1987
BA in Economics with a minor in Math(Statistics)
Sun Life Financial January 2014 - Present
Sun Life Financial January 2013 - January 2014
Sun Life Financial January 2004 - January 2013
Sun Life Financial April 1997 - January 2004
Sun Life Financial February 1992 - April 1997
Sun Life Financial February 1989 - February 1992
Skills
Leadership, Team Leadership, Sales, Building Relationships, Technical Expertise, Marketing, Employee Benefits, Stop Loss, Sales Management, Direct Sales, Insurance, Account Management, Disability Insurance, Customer Retention, Selling, Brokers, Vendor Management, Risk Management, Customer Service, Life Insurance, Term Life Insurance, Cold Calling, Health Insurance, Management, Underwriting
Education
University of Massachusetts, Amherst 1983 — 1987
BA in Economics with a minor in Math(Statistics)
Tricia McNaughton's Sun Life Financial Experience July 2006 - March 2012
Job Manager of Worldwide Compensation at Waters
Industry Biotechnology
Experience
Waters February 2013 - Present
Waters June 2012 - January 2013
Sun Life Financial July 2006 - March 2012
Boston College 2005 - 2006
Whitehead Institute 2000 - 2005
Tufts Health Plan 1996 - 1999
Skills
Compensation, Job Evaluation, Incentive Programs, Workday Implementation
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Art
Waters February 2013 - Present
Waters June 2012 - January 2013
Sun Life Financial July 2006 - March 2012
Boston College 2005 - 2006
Whitehead Institute 2000 - 2005
Tufts Health Plan 1996 - 1999
Skills
Compensation, Job Evaluation, Incentive Programs, Workday Implementation
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Art
Rob Halloran's Sun Life Financial Experience February 2005 - May 2006
Job Lead Engineer at DealerRater
Industry Internet
Experience
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
Jill Chayoun's Sun Life Financial Experience February 2003 - May 2007
Job Instructional Designer
Industry Hospital & Health Care
Experience
Partners HealthCare May 2014 - Present
Cambridge Health Alliance August 2012 - May 2014
MultiPlan July 2011 - August 2012
MultiPlan 2009 - July 2011
PlumChoice February 2009 - August 2009
Tufts-New England Medical Center April 2008 - February 2009
X2 Development May 2007 - April 2008
Sun Life Financial February 2003 - May 2007
Skills
Software Documentation, Process Improvement, Quality Assurance, Visio, Call Center, Training, Data Analysis, Organizational..., Call Centers, Leadership, Team Building, Program Management, Vendor Management, Healthcare, Change Management, Cross-functional Team..., Analysis, Project Management, Performance Management, Business Analysis, Access, Team Leadership, Management, Customer Service, Leadership Development, Microsoft Office, Employee Relations, Coaching, Employee Training, PowerPoint, SharePoint, HIPAA, Project Planning, Human Resources, Training Delivery, Troubleshooting, Healthcare Information..., Onboarding, Recruiting, Instructional Design, Insurance, Microsoft Excel, Instructor-led Training, Needs Analysis, Outlook, Staff Development, Workshop Facilitation, Microsoft Word, Operations Management
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Psychology
Partners HealthCare May 2014 - Present
Cambridge Health Alliance August 2012 - May 2014
MultiPlan July 2011 - August 2012
MultiPlan 2009 - July 2011
PlumChoice February 2009 - August 2009
Tufts-New England Medical Center April 2008 - February 2009
X2 Development May 2007 - April 2008
Sun Life Financial February 2003 - May 2007
Skills
Software Documentation, Process Improvement, Quality Assurance, Visio, Call Center, Training, Data Analysis, Organizational..., Call Centers, Leadership, Team Building, Program Management, Vendor Management, Healthcare, Change Management, Cross-functional Team..., Analysis, Project Management, Performance Management, Business Analysis, Access, Team Leadership, Management, Customer Service, Leadership Development, Microsoft Office, Employee Relations, Coaching, Employee Training, PowerPoint, SharePoint, HIPAA, Project Planning, Human Resources, Training Delivery, Troubleshooting, Healthcare Information..., Onboarding, Recruiting, Instructional Design, Insurance, Microsoft Excel, Instructor-led Training, Needs Analysis, Outlook, Staff Development, Workshop Facilitation, Microsoft Word, Operations Management
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Psychology
Roger Rumao's Sun Life Financial Experience June 2007 - March 2010
Job Software Engineer at Nationwide Insurance
Industry Information Technology and Services
Experience
Nationwide Insurance October 2014 - Present
Athene USA October 2013 - September 2014
Tata Consultancy Services October 2004 - September 2014
Aviva plc April 2010 - September 2013
Sun Life Financial June 2007 - March 2010
Genworth Financial December 2004 - May 2007
Mobile2win July 2004 - September 2004
Skills
Spring, Hibernate, Agile Methodologies, AngularJS, Java, Java Enterprise Edition, Struts, JDBC, JSF, JUnit, Tomcat, SQL, Websphere, WebSphere Application..., Web Services, Maven, Core Java, J2EE Application..., SOA, Eclipse, JBoss Application Server, PL/SQL, Unix Shell Scripting, JavaScript, WebSphere Portal, Portlet Development, jQuery, AJAX, Oracle, DB2, Servlets, JSP, Ant, SDLC, XML, Gradle, MySQL, Bamboo, Quickbuild, Primefaces, RESTful WebServices, Spring Framework, Shell Scripting, Neo4j, Spring Boot
Education
University of Mumbai 2000 — 2004
Bachelor's Degree, Computer Science
Nationwide Insurance October 2014 - Present
Athene USA October 2013 - September 2014
Tata Consultancy Services October 2004 - September 2014
Aviva plc April 2010 - September 2013
Sun Life Financial June 2007 - March 2010
Genworth Financial December 2004 - May 2007
Mobile2win July 2004 - September 2004
Skills
Spring, Hibernate, Agile Methodologies, AngularJS, Java, Java Enterprise Edition, Struts, JDBC, JSF, JUnit, Tomcat, SQL, Websphere, WebSphere Application..., Web Services, Maven, Core Java, J2EE Application..., SOA, Eclipse, JBoss Application Server, PL/SQL, Unix Shell Scripting, JavaScript, WebSphere Portal, Portlet Development, jQuery, AJAX, Oracle, DB2, Servlets, JSP, Ant, SDLC, XML, Gradle, MySQL, Bamboo, Quickbuild, Primefaces, RESTful WebServices, Spring Framework, Shell Scripting, Neo4j, Spring Boot
Education
University of Mumbai 2000 — 2004
Bachelor's Degree, Computer Science
Gail Foster Stakhanov's Sun Life Financial Experience August 2014 - Present
Job Senior Quality Assurance Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial May 2007 - August 2014
Sun Life Financial 1999 - 2007
Fresenius Medical Care 1997 - 1999
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Business Management
University of Massachusetts, Amherst 1992 — 1996
Bachelor's, Business
Lincoln Sudbury Regional High School 1989 — 1992
Sun Life Financial August 2014 - Present
Sun Life Financial May 2007 - August 2014
Sun Life Financial 1999 - 2007
Fresenius Medical Care 1997 - 1999
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Business Management
University of Massachusetts, Amherst 1992 — 1996
Bachelor's, Business
Lincoln Sudbury Regional High School 1989 — 1992
Stan Koulalis's Sun Life Financial Experience February 2000 - March 2001
Job Director, Global Technology Services at Eze Software Group
Industry Financial Services
Experience
Eze Software Group Eze OMS September 2011 - Present
Eze Castle Software ConvergEx Group January 2008 - September 2011
Eze Castle Software February 2006 - January 2008
Eze Castle Software February 2005 - January 2006
Eze Castle Software January 2003 - January 2005
Eze Castle Software April 2001 - December 2003
Sun Life Financial February 2000 - March 2001
Skills
Order Management, FIX, Straight Through..., SWIFT messaging, Market Data, Electronic Trading, SQL, Financial Services
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.)
Eze Software Group Eze OMS September 2011 - Present
Eze Castle Software ConvergEx Group January 2008 - September 2011
Eze Castle Software February 2006 - January 2008
Eze Castle Software February 2005 - January 2006
Eze Castle Software January 2003 - January 2005
Eze Castle Software April 2001 - December 2003
Sun Life Financial February 2000 - March 2001
Skills
Order Management, FIX, Straight Through..., SWIFT messaging, Market Data, Electronic Trading, SQL, Financial Services
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.)
Tami (Tami Taylor) Gilow's Sun Life Financial Experience March 2011 - Present
Job Associate Director Project Management at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial March 2011 - Present
Sun Life Financial August 2009 - Present
Sun Life Financial September 2005 - August 2009
Aetna Life & Casualty 2002 - 2005
Allmerica Financial 1996 - 2001
Education
University of Massachusetts, Amherst
Sun Life Financial March 2011 - Present
Sun Life Financial August 2009 - Present
Sun Life Financial September 2005 - August 2009
Aetna Life & Casualty 2002 - 2005
Allmerica Financial 1996 - 2001
Education
University of Massachusetts, Amherst
Frank Manganelli's Sun Life Financial Experience May 2013 - Present
Job AVP, Product Pricing at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2013 - Present
Sun Life Financial March 2012 - May 2013
Sun Life Financial November 2011 - March 2012
Sun Life Financial November 2007 - November 2011
Sun Life Financial August 2003 - November 2007
Sun Life Financial June 2000 - August 2003
Skills
Actuarial, Annuities, Annuity, Actuarial Science, Reserving
Education
University of Massachusetts, Amherst 1996 — 2000
BS, Mathematics, Economics
Sun Life Financial May 2013 - Present
Sun Life Financial March 2012 - May 2013
Sun Life Financial November 2011 - March 2012
Sun Life Financial November 2007 - November 2011
Sun Life Financial August 2003 - November 2007
Sun Life Financial June 2000 - August 2003
Skills
Actuarial, Annuities, Annuity, Actuarial Science, Reserving
Education
University of Massachusetts, Amherst 1996 — 2000
BS, Mathematics, Economics
Nicole Wagner's Sun Life Financial Experience July 2008 - Present
Job Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2008 - Present
Sun Life Financial November 2006 - July 2008
Sun Life Financial January 2003 - November 2006
Sun Life Financial March 2002 - January 2003
Skills
Usability Testing, Software Documentation, Data Analysis, Workshop Facilitation, Customer Service, Business Process, Microsoft Office, Content Management, Research, Collateral, Process Engineering, Business Operations, Troubleshooting, Leadership, Analysis, Employee Benefits, Management, Access, Sales, Business Analysis
Education
University of Massachusetts, Amherst 1997 — 2001
B.S, Economics, Accounting, Statistics, Management, and Marketing
Sun Life Financial July 2008 - Present
Sun Life Financial November 2006 - July 2008
Sun Life Financial January 2003 - November 2006
Sun Life Financial March 2002 - January 2003
Skills
Usability Testing, Software Documentation, Data Analysis, Workshop Facilitation, Customer Service, Business Process, Microsoft Office, Content Management, Research, Collateral, Process Engineering, Business Operations, Troubleshooting, Leadership, Analysis, Employee Benefits, Management, Access, Sales, Business Analysis
Education
University of Massachusetts, Amherst 1997 — 2001
B.S, Economics, Accounting, Statistics, Management, and Marketing
Sumant Kaduskar (CSM)'s Sun Life Financial Experience March 2011 - Present
Job Sr. Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial March 2011 - Present
Fidelity Investments November 2006 - March 2011
ABN AMRO April 2004 - October 2006
Advan-t-edge Computer Consultants December 2003 - April 2004
Ajax Communications Pvt. Ltd. August 2003 - October 2003
Sunsoft Solutions November 2002 - May 2003
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, Software Development, Scrum, UML, Systems Analysis, Agile Project Management, Business Requirements, Software Documentation, Quality Assurance, Visio, Analysis, Test Planning, Waterfall, SDLC, User Acceptance Testing, Certified Scrum Master..., Agile
Education
University of Mumbai 1998 — 2002
Bachelor of Engineering, Electronics
Sun Life Financial March 2011 - Present
Fidelity Investments November 2006 - March 2011
ABN AMRO April 2004 - October 2006
Advan-t-edge Computer Consultants December 2003 - April 2004
Ajax Communications Pvt. Ltd. August 2003 - October 2003
Sunsoft Solutions November 2002 - May 2003
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, Software Development, Scrum, UML, Systems Analysis, Agile Project Management, Business Requirements, Software Documentation, Quality Assurance, Visio, Analysis, Test Planning, Waterfall, SDLC, User Acceptance Testing, Certified Scrum Master..., Agile
Education
University of Mumbai 1998 — 2002
Bachelor of Engineering, Electronics
Dot Glidden's Sun Life Financial Experience Signature Service Account ManagerSunlife Financial1980 - Present
Job Account Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial Signature Service Account ManagerSunlife Financial1980 - Present
Education
University of Massachusetts, Amherst 1974 — 1978
Sun Life Financial Signature Service Account ManagerSunlife Financial1980 - Present
Education
University of Massachusetts, Amherst 1974 — 1978
Duy Pham, CBIP's Sun Life Financial Experience March 2009 - July 2009
Job Senior Data Architect at Prime Therapeutics
Industry Computer Software
Experience
Prime Therapeutics March 2011 - Present
Thrivent Financial for Lutherans September 2009 - March 2011
OptumHealth July 2009 - September 2009
Sun Life Financial March 2009 - July 2009
Thrivent Financial for Lutherans 2006 - 2008
Accenture 2004 - 2007
Fair Isaac 2004 - 2004
Minnesota Department of Health (MDH) 2002 - 2004
University of Minnesota 1999 - 2002
Firstar Home Mortgage 1998 - 1999
Skills
Data Warehousing, Data Modeling, ETL, Informatica, Data Integration, SDLC, Data Warehouse..., Business Intelligence, Enterprise Architecture, Master Data Management, Teradata, Requirements Analysis, Database Design, Business Objects, DB2, Business Analysis, SOA, Solution Architecture, OLAP, Ab Initio, Requirements Gathering
Education
University of Minnesota-Twin Cities
BS, Computer Science
University of St. Thomas
MS, Software Engineering
Prime Therapeutics March 2011 - Present
Thrivent Financial for Lutherans September 2009 - March 2011
OptumHealth July 2009 - September 2009
Sun Life Financial March 2009 - July 2009
Thrivent Financial for Lutherans 2006 - 2008
Accenture 2004 - 2007
Fair Isaac 2004 - 2004
Minnesota Department of Health (MDH) 2002 - 2004
University of Minnesota 1999 - 2002
Firstar Home Mortgage 1998 - 1999
Skills
Data Warehousing, Data Modeling, ETL, Informatica, Data Integration, SDLC, Data Warehouse..., Business Intelligence, Enterprise Architecture, Master Data Management, Teradata, Requirements Analysis, Database Design, Business Objects, DB2, Business Analysis, SOA, Solution Architecture, OLAP, Ab Initio, Requirements Gathering
Education
University of Minnesota-Twin Cities
BS, Computer Science
University of St. Thomas
MS, Software Engineering
Cullen England's Sun Life Financial Experience August 2005 - May 2007
Job Regional Vice President Voya Financial
Industry Insurance
Experience
Voya Financial May 2007 - Present
Sun Life Financial August 2005 - May 2007
Jackson National Life February 2003 - August 2005
Lincoln Benefit Life/ Allstate October 1999 - February 2003
Lincoln Benefit Life/Allstate December 1996 - October 1999
Phoenix Life Insurance Company May 1995 - December 1996
Pacific Life January 1990 - May 1995
Skills
Insurance, Life Insurance, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Financial Services, Sales, Sales Management, Retirement, Portfolio Management, Wealth, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Banking, Relationship Management, 401k, Change Management, Universal Life, Risk Management, Underwriting, Disability Insurance, Coaching, Health Insurance, Long-term Care, IRAs, New Business Development, Estate Planning, Financial Risk
Education
American College
MSFS, CLU, ChFC, AEP
University of Minnesota-Twin Cities
Bachelor of Arts, Speech Communication
Voya Financial May 2007 - Present
Sun Life Financial August 2005 - May 2007
Jackson National Life February 2003 - August 2005
Lincoln Benefit Life/ Allstate October 1999 - February 2003
Lincoln Benefit Life/Allstate December 1996 - October 1999
Phoenix Life Insurance Company May 1995 - December 1996
Pacific Life January 1990 - May 1995
Skills
Insurance, Life Insurance, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Financial Services, Sales, Sales Management, Retirement, Portfolio Management, Wealth, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Banking, Relationship Management, 401k, Change Management, Universal Life, Risk Management, Underwriting, Disability Insurance, Coaching, Health Insurance, Long-term Care, IRAs, New Business Development, Estate Planning, Financial Risk
Education
American College
MSFS, CLU, ChFC, AEP
University of Minnesota-Twin Cities
Bachelor of Arts, Speech Communication
Steve Sadowski's Sun Life Financial Experience 1985 - 1989
Job Consultant at DBR Group, Inc.
Industry Human Resources
Experience
DBR Group, Inc. April 2014 - Present
Towers Watson February 2008 - April 2014
Fidelity Investments 2001 - 2008
Mercer October 1992 - March 2001
Blue Cross Blue Shield of Massachusetts 1989 - 1992
Sun Life Financial 1985 - 1989
Blue Cross Blue Shield of Michigan 1983 - 1985
Education
University of Michigan 1979 — 1984
NDHS
DBR Group, Inc. April 2014 - Present
Towers Watson February 2008 - April 2014
Fidelity Investments 2001 - 2008
Mercer October 1992 - March 2001
Blue Cross Blue Shield of Massachusetts 1989 - 1992
Sun Life Financial 1985 - 1989
Blue Cross Blue Shield of Michigan 1983 - 1985
Education
University of Michigan 1979 — 1984
NDHS
Joshua Sobol's Sun Life Financial Experience April 2003 - July 2013
Job AVP, Variable Annuities Projections & Analysis at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial April 2003 - July 2013
The Hartford June 1999 - April 2003
Skills
Actuarial Science, Variable Annuities, Insurance, Valuation, Analysis, ALM, Life Insurance
Education
University of Michigan 1995 — 1999
Bachelor's degree, Actuarial Science
St. Mark's School, Southborough, MA 1991 — 1995
Delaware Life August 2013 - Present
Sun Life Financial April 2003 - July 2013
The Hartford June 1999 - April 2003
Skills
Actuarial Science, Variable Annuities, Insurance, Valuation, Analysis, ALM, Life Insurance
Education
University of Michigan 1995 — 1999
Bachelor's degree, Actuarial Science
St. Mark's School, Southborough, MA 1991 — 1995
Nicholas Manning's Sun Life Financial Experience June 2013 - July 2015
Job Business Analyst, Global Oursourcing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
Sun Life Financial June 2013 - July 2015
Putnam Investments February 2012 - June 2013
Putnam Investments January 2008 - February 2012
State Street Bank February 2006 - January 2008
Skills
Derivatives, Fixed Income, Portfolio Management, Bloomberg Terminal, Investments, Securities, Valuation, Finance, Trading, Mutual Funds, Equities, Financial Analysis, FX Options, Banking, Corporate Actions, Bloomberg, Middle Office, Financial Services, Back Office, Settlement, Analysis
Education
University of Massachusetts, Amherst
BA, Finance
University of Massachusetts, Amherst
Isenberg School of management MBA program, Finance, General
BNY Mellon July 2015 - Present
Sun Life Financial June 2013 - July 2015
Putnam Investments February 2012 - June 2013
Putnam Investments January 2008 - February 2012
State Street Bank February 2006 - January 2008
Skills
Derivatives, Fixed Income, Portfolio Management, Bloomberg Terminal, Investments, Securities, Valuation, Finance, Trading, Mutual Funds, Equities, Financial Analysis, FX Options, Banking, Corporate Actions, Bloomberg, Middle Office, Financial Services, Back Office, Settlement, Analysis
Education
University of Massachusetts, Amherst
BA, Finance
University of Massachusetts, Amherst
Isenberg School of management MBA program, Finance, General
Alvin Sharma's Sun Life Financial Experience April 2004 - February 2010
Job Chief Financial Officer at Echelon Insurance
Industry Insurance
Experience
Echelon Insurance September 2012 - Present
RBC Capital Markets March 2011 - February 2012
ALICO March 2010 - February 2011
Sun Life Financial April 2004 - February 2010
Eli Lilly and Company August 2002 - February 2004
PricewaterhouseCoopers June 1997 - May 2000
Skills
Capital Markets, Capital Management, Accounting, Financial Analysis, Corporate Finance, Banking, Cash Management, Credit Risk, Credit Analysis, Compliance, Fixed Income, IFRS, Insurance, Funding, Treasury Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance and International Business
CFA Institute
CFA, Finance
Institute of Chartered Accountants in England and Wales
Accounting and Finance
University of Warwick - Warwick Business School
Bsc, Accounting and Finance
nairobi school
Echelon Insurance September 2012 - Present
RBC Capital Markets March 2011 - February 2012
ALICO March 2010 - February 2011
Sun Life Financial April 2004 - February 2010
Eli Lilly and Company August 2002 - February 2004
PricewaterhouseCoopers June 1997 - May 2000
Skills
Capital Markets, Capital Management, Accounting, Financial Analysis, Corporate Finance, Banking, Cash Management, Credit Risk, Credit Analysis, Compliance, Fixed Income, IFRS, Insurance, Funding, Treasury Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance and International Business
CFA Institute
CFA, Finance
Institute of Chartered Accountants in England and Wales
Accounting and Finance
University of Warwick - Warwick Business School
Bsc, Accounting and Finance
nairobi school
Sundar Mallikarjun's Sun Life Financial Experience February 2008 - June 2009
Job Reports Developer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group August 2009 - Present
Systems Evolution, Inc. March 2001 - Present
Sun Life Financial February 2008 - June 2009
BellSouth August 2004 - February 2008
Turner Studios June 2004 - August 2004
Service Corporation International (SCI) March 2001 - June 2004
Actuate Corporation 1999 - 2001
Skills
Business Intelligence, Business Analysis, Requirements Analysis, Business Objects, Project Management
Education
University of Mumbai 1994 — 1995
Masters, Microbiology
Lincoln Financial Group August 2009 - Present
Systems Evolution, Inc. March 2001 - Present
Sun Life Financial February 2008 - June 2009
BellSouth August 2004 - February 2008
Turner Studios June 2004 - August 2004
Service Corporation International (SCI) March 2001 - June 2004
Actuate Corporation 1999 - 2001
Skills
Business Intelligence, Business Analysis, Requirements Analysis, Business Objects, Project Management
Education
University of Mumbai 1994 — 1995
Masters, Microbiology
Mark Aho's Sun Life Financial Experience May 2009 - Present
Job AVP ALM & Risk Management at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2009 - Present
Genworth Financial January 2006 - December 2008
Genworth Financial January 2004 - December 2005
Genworth Financial June 1999 - December 2003
Skills
Portfolio Management, Investments, ALM, Quantitative Analysis, Actuarial, Investment Strategies, Asset Allocation, Hedging, Solvency II, Economic Capital, Actuarial Science, FSA, Enterprise Risk..., Risk, Risk Management, Capital Markets, Insurance, Derivatives, Quantitative Finance, Fixed Income, Options, Interest Rate Risk..., Optimization, Asset Management, Bloomberg, Interest Rate..., Risk Analytics, Monte Carlo Simulation, Risk Analysis, Asset, Financial Risk, Market Risk
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Michigan
BS, Chemical Engineering
Sun Life Financial May 2009 - Present
Genworth Financial January 2006 - December 2008
Genworth Financial January 2004 - December 2005
Genworth Financial June 1999 - December 2003
Skills
Portfolio Management, Investments, ALM, Quantitative Analysis, Actuarial, Investment Strategies, Asset Allocation, Hedging, Solvency II, Economic Capital, Actuarial Science, FSA, Enterprise Risk..., Risk, Risk Management, Capital Markets, Insurance, Derivatives, Quantitative Finance, Fixed Income, Options, Interest Rate Risk..., Optimization, Asset Management, Bloomberg, Interest Rate..., Risk Analytics, Monte Carlo Simulation, Risk Analysis, Asset, Financial Risk, Market Risk
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Michigan
BS, Chemical Engineering
John P. Monteros's Sun Life Financial Experience 1990 - 1996
Job Director, Support at SunGard (iWorks Compass)
Industry Information Technology and Services
Experience
SunGard iWorks 2001 - Present
EDS SOLCORP 1996 - 2001
Sun Life Financial 1990 - 1996
Education
University of Massachusetts, Amherst
Bachelor's Degree
SunGard iWorks 2001 - Present
EDS SOLCORP 1996 - 2001
Sun Life Financial 1990 - 1996
Education
University of Massachusetts, Amherst
Bachelor's Degree
Scott Tousa's Sun Life Financial Experience April 2010 - August 2011
Job Regional VP Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. August 2011 - Present
Sun Life Financial April 2010 - August 2011
Hartford Life February 2009 - March 2010
Hartford Financial Services August 2006 - November 2008
Detroit Tigers June 2001 - June 2006
Skills
Series 7, Series 66, Investments, Annuities, Mutual Funds, Wholesaling, Public Speaking, Retirement Planning, ETFs, Presenter, Financial Advisory, Fixed Annuities, Wholesale, Estate Planning, Team Leadership, Presentations, Uniform Combined State..., Marketing, Series 63, Project Management, Organizational..., Customer Service, Project Planning, Mentoring, Professional Mentoring, Retirement, Integrity, Client Relations Skills, Organizational..., Finance, Sales
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2020
Master of Business Administration (MBA)
University of Michigan 1997 — 2001
Bachelor of Arts, Communications
Invesco Ltd. August 2011 - Present
Sun Life Financial April 2010 - August 2011
Hartford Life February 2009 - March 2010
Hartford Financial Services August 2006 - November 2008
Detroit Tigers June 2001 - June 2006
Skills
Series 7, Series 66, Investments, Annuities, Mutual Funds, Wholesaling, Public Speaking, Retirement Planning, ETFs, Presenter, Financial Advisory, Fixed Annuities, Wholesale, Estate Planning, Team Leadership, Presentations, Uniform Combined State..., Marketing, Series 63, Project Management, Organizational..., Customer Service, Project Planning, Mentoring, Professional Mentoring, Retirement, Integrity, Client Relations Skills, Organizational..., Finance, Sales
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2020
Master of Business Administration (MBA)
University of Michigan 1997 — 2001
Bachelor of Arts, Communications
Leah Wojick's Sun Life Financial Experience March 2011 - August 2013
Job Human Resources Associate at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial March 2011 - August 2013
Harvard Management Company 2000 - 2009
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Education
Delaware Life August 2013 - Present
Sun Life Financial March 2011 - August 2013
Harvard Management Company 2000 - 2009
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Education
Shirley Wozena's Sun Life Financial Experience 2004 - 2006
Job Owner of Originally Strawberry Hill
Industry Textiles
Clark Chumley's Sun Life Financial Experience September 2005 - December 2011
Job Vice President Enterprise Risk Management at CNO Financial Group
Industry Insurance
Experience
CNO Financial Group December 2014 - Present
Aviva USA December 2011 - November 2014
Sun Life Financial September 2005 - December 2011
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
Tillinghast - Towers Perrin 1998 - 2000
Jefferson Pilot Financial 1995 - 1998
Royal Maccabees LIC 1993 - 1994
Skills
Enterprise Risk..., Fixed Annuities, Actuarial Science, Risk Management, Financial Reporting, Insurance, Economic Capital, ALM, Reinsurance, Solvency II, Financial Risk, Capital Management, Life Insurance, Underwriting
Education
University of Michigan 1985 — 1990
B.S., Mathematics
CNO Financial Group December 2014 - Present
Aviva USA December 2011 - November 2014
Sun Life Financial September 2005 - December 2011
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
Tillinghast - Towers Perrin 1998 - 2000
Jefferson Pilot Financial 1995 - 1998
Royal Maccabees LIC 1993 - 1994
Skills
Enterprise Risk..., Fixed Annuities, Actuarial Science, Risk Management, Financial Reporting, Insurance, Economic Capital, ALM, Reinsurance, Solvency II, Financial Risk, Capital Management, Life Insurance, Underwriting
Education
University of Michigan 1985 — 1990
B.S., Mathematics
Qiong Liu's Sun Life Financial Experience September 2006 - January 2008
Job Consultant at Milliman
Industry Insurance
Experience
Milliman May 2009 - Present
Allstate Financial February 2008 - May 2009
Sun Life Financial September 2006 - January 2008
Education
University of Michigan 2004 — 2006
Master, Actuarial Science
Wuzhong
Milliman May 2009 - Present
Allstate Financial February 2008 - May 2009
Sun Life Financial September 2006 - January 2008
Education
University of Michigan 2004 — 2006
Master, Actuarial Science
Wuzhong
Lizzy Liao's Sun Life Financial Experience May 2011 - March 2012
Job Associate Actuary at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance June 2015 - Present
Liberty Mutual Insurance January 2014 - Present
Liberty Mutual Insurance March 2012 - December 2013
Sun Life Financial May 2011 - March 2012
Swiss Re June 2010 - September 2010
Skills
Reinsurance, Actuarial Science, R, Insurance, Property & Casualty..., VBA, Access, SAS, Statistical Modeling, Pricing
Education
University of Michigan 2009 — 2011
Master of Science (M.S.), Actuarial Science
Zhejiang University 2005 — 2009
Bachelor of Science (B.S.), Mathematics
Farmers Insurance June 2015 - Present
Liberty Mutual Insurance January 2014 - Present
Liberty Mutual Insurance March 2012 - December 2013
Sun Life Financial May 2011 - March 2012
Swiss Re June 2010 - September 2010
Skills
Reinsurance, Actuarial Science, R, Insurance, Property & Casualty..., VBA, Access, SAS, Statistical Modeling, Pricing
Education
University of Michigan 2009 — 2011
Master of Science (M.S.), Actuarial Science
Zhejiang University 2005 — 2009
Bachelor of Science (B.S.), Mathematics
Sidney Kidder's Sun Life Financial Experience July 2009 - October 2012
Job Regional Sales Representative AlwaysCare Benefits
Industry Insurance
Experience
AlwaysCare Benefits November 2012 - Present
Sun Life Financial July 2009 - October 2012
Skills
Life Insurance, Employee Benefits, Disability Insurance, Health Insurance, Insurance, Term Life Insurance, Underwriting, Brokers, Critical Illness
Education
University of Mississippi 2004 — 2009
Bachelor of Business Administration (BBA), Banking & Finance / Risk & Insurance
AlwaysCare Benefits November 2012 - Present
Sun Life Financial July 2009 - October 2012
Skills
Life Insurance, Employee Benefits, Disability Insurance, Health Insurance, Insurance, Term Life Insurance, Underwriting, Brokers, Critical Illness
Education
University of Mississippi 2004 — 2009
Bachelor of Business Administration (BBA), Banking & Finance / Risk & Insurance
Yogesh Valvaikar's Sun Life Financial Experience June 2013 - Present
Job Technical Lead for Document Generation System
Industry Information Technology and Services
Experience
Sun Life Financial June 2013 - Present
CGI July 2012 - June 2013
WellPoint February 2010 - August 2012
Humana June 2008 - February 2010
Humana January 2007 - May 2008
Syntel Inc May 2005 - December 2006
Skills
SDLC, Visio, Requirements Analysis, COBOL, JCL, DB2, Databases, Test Planning, Oracle, Data Warehousing, Testing, SharePoint, Software Development, MS Project, Microsoft SQL Server, Core Java, Android Development
Education
University of Mumbai 2000 — 2004
Bachelor, Computer
Sun Life Financial June 2013 - Present
CGI July 2012 - June 2013
WellPoint February 2010 - August 2012
Humana June 2008 - February 2010
Humana January 2007 - May 2008
Syntel Inc May 2005 - December 2006
Skills
SDLC, Visio, Requirements Analysis, COBOL, JCL, DB2, Databases, Test Planning, Oracle, Data Warehousing, Testing, SharePoint, Software Development, MS Project, Microsoft SQL Server, Core Java, Android Development
Education
University of Mumbai 2000 — 2004
Bachelor, Computer
Jennifer Feng's Sun Life Financial Experience August 2012 - August 2013
Job Actuarial Analyst at Delaware Life
Industry Insurance
Experience
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial March 2011 - July 2012
Sun Life Financial June 2010 - August 2010
American International Group June 2009 - August 2009
Merrill Lynch April 2007 - June 2007
Skills
APL, MG-ALFA, VBA, Triton-ISL, Actuarial Science, Financial Modeling, Valuation, Risk Management, Life Insurance, Insurance, Variable Annuities
Education
University of Michigan 2007 — 2011
B.S., Actuarial Mathematics, Economics
Delaware Life August 2013 - Present
Sun Life Financial August 2012 - August 2013
Sun Life Financial March 2011 - July 2012
Sun Life Financial June 2010 - August 2010
American International Group June 2009 - August 2009
Merrill Lynch April 2007 - June 2007
Skills
APL, MG-ALFA, VBA, Triton-ISL, Actuarial Science, Financial Modeling, Valuation, Risk Management, Life Insurance, Insurance, Variable Annuities
Education
University of Michigan 2007 — 2011
B.S., Actuarial Mathematics, Economics
Sharon Danehy's Sun Life Financial Experience January 2001 - April 2003
Job Administrative Assistant at Winter,Wyman & Co
Industry Management Consulting
Experience
Winter Wyman & Company March 2010 - Present
Coventry WC Services April 2003 - January 2010
Sun Life Financial January 2001 - April 2003
Countrywide Home Loans April 2000 - December 2000
Pulte Homes March 1998 - May 2000
Fine Hotel Corporation/ Kiln Creek Country Club May 1991 - September 1996
Skills
Sales, Management, Customer Service, Leadership, Quality Assurance, Insurance, Access, Data Analysis, Strategic Planning, Program Management, Business Analysis, Team Building, Visio, Project Management, Healthcare, Analysis, Microsoft Excel, Microsoft Office, Project Planning, Microsoft Word, Employee Benefits, Payroll, Time Management
Education
University of Massachusetts, Amherst 1984 — 1988
BS, Hospitality Manangement
Winter Wyman & Company March 2010 - Present
Coventry WC Services April 2003 - January 2010
Sun Life Financial January 2001 - April 2003
Countrywide Home Loans April 2000 - December 2000
Pulte Homes March 1998 - May 2000
Fine Hotel Corporation/ Kiln Creek Country Club May 1991 - September 1996
Skills
Sales, Management, Customer Service, Leadership, Quality Assurance, Insurance, Access, Data Analysis, Strategic Planning, Program Management, Business Analysis, Team Building, Visio, Project Management, Healthcare, Analysis, Microsoft Excel, Microsoft Office, Project Planning, Microsoft Word, Employee Benefits, Payroll, Time Management
Education
University of Massachusetts, Amherst 1984 — 1988
BS, Hospitality Manangement
Girish M Shanbhag's Sun Life Financial Experience October 1998 - April 1999
Job Manager, Development and Support at 2iSolutions Inc.
Industry Information Technology and Services
Experience
Freelance Consulting April 2014 – till date April 2014 - Present
2iSolutions Inc. May 2010 - March 2014
CGI April 1999 - October 2009
Sun Life Financial October 1998 - April 1999
Bell Mobility November 1996 - September 1998
Ministry of Interior, Government of Qatar January 1990 - August 1996
Skills
RDBMS, Solution Architecture, SDLC, Business Analysis, Requirements Gathering, Integration, Data Modeling, DB2, Requirements Analysis, Data Warehousing, ETL, Oracle, User Acceptance Testing, Microsoft SQL Server, Business Requirements, Business Intelligence, PMP, Business Process, Systems Analysis, SQL, Process Improvement, Analysis
Education
Aryan E S school, Mumbai
Aryan E S school, Mumbai
University of Toronto at Mississauga - Erindale College
University of Mumbai
B Sc, Stats/ Maths
Kripalu Yoga Centre 2009 — 2009
Certified Yoga Teacher (RYT), Ashtanga Yoga
Freelance Consulting April 2014 – till date April 2014 - Present
2iSolutions Inc. May 2010 - March 2014
CGI April 1999 - October 2009
Sun Life Financial October 1998 - April 1999
Bell Mobility November 1996 - September 1998
Ministry of Interior, Government of Qatar January 1990 - August 1996
Skills
RDBMS, Solution Architecture, SDLC, Business Analysis, Requirements Gathering, Integration, Data Modeling, DB2, Requirements Analysis, Data Warehousing, ETL, Oracle, User Acceptance Testing, Microsoft SQL Server, Business Requirements, Business Intelligence, PMP, Business Process, Systems Analysis, SQL, Process Improvement, Analysis
Education
Aryan E S school, Mumbai
Aryan E S school, Mumbai
University of Toronto at Mississauga - Erindale College
University of Mumbai
B Sc, Stats/ Maths
Kripalu Yoga Centre 2009 — 2009
Certified Yoga Teacher (RYT), Ashtanga Yoga
Len Kofman's Sun Life Financial Experience 2010 - August 2012
Job Chief Credit Officer at quantius
Industry Banking
Experience
quantius April 2015 - Present
Bridging Finance August 2012 - April 2015
Sun Life Financial 2010 - August 2012
Bank of Montreal 2008 - 2010
Bank of Montreal 2006 - 2008
Codex Consulting 1999 - 2000
Skills
Economic Capital, Credit Risk, Basel II, Corporate Lending, Corporate Finance, RAROC, Credit Portfolio..., Portfolio Management, Business Analysis, Underwriting, Loans, Risk Management, Credit Analysis, Financial Risk, Market Risk, Capital Markets, Operational Risk, Financial Modeling, Financial Analysis, Management, Credit
Education
University of Michigan 2002 — 2005
Masters, Industrial Engineering and Financial Engineering
University of Toronto 1998 — 2002
Bachelors of Applied Science, Industrial Engineer
MDHS
quantius April 2015 - Present
Bridging Finance August 2012 - April 2015
Sun Life Financial 2010 - August 2012
Bank of Montreal 2008 - 2010
Bank of Montreal 2006 - 2008
Codex Consulting 1999 - 2000
Skills
Economic Capital, Credit Risk, Basel II, Corporate Lending, Corporate Finance, RAROC, Credit Portfolio..., Portfolio Management, Business Analysis, Underwriting, Loans, Risk Management, Credit Analysis, Financial Risk, Market Risk, Capital Markets, Operational Risk, Financial Modeling, Financial Analysis, Management, Credit
Education
University of Michigan 2002 — 2005
Masters, Industrial Engineering and Financial Engineering
University of Toronto 1998 — 2002
Bachelors of Applied Science, Industrial Engineer
MDHS
Michelle Droeske's Sun Life Financial Experience August 2014 - Present
Job Benefits Consultant at Sun Life Financial
Industry Human Resources
Experience
Sun Life Financial August 2014 - Present
Mercer May 2012 - July 2014
Mercer July 2010 - May 2012
Skills
Customer Service, Teamwork, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Restaurants, Microsoft Office, Blogging, Employee Relations, Human Resources, Insurance, Performance Management, Process Improvement, Training
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Sun Life Financial August 2014 - Present
Mercer May 2012 - July 2014
Mercer July 2010 - May 2012
Skills
Customer Service, Teamwork, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Restaurants, Microsoft Office, Blogging, Employee Relations, Human Resources, Insurance, Performance Management, Process Improvement, Training
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Abhijit Sanas's Sun Life Financial Experience February 2007 - March 2012
Job Business Intelligence Consultant
Industry Information Technology and Services
Experience
ADP December 2014 - Present
BroadstreetData now part of NexJ Systems April 2012 - November 2014
Sun Life Financial February 2007 - March 2012
Mabzi International Ltd March 2005 - January 2007
TechStudio Consultancy Services February 2002 - January 2004
i-maritime Consultancy April 2001 - January 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., SQL, Data Warehousing, Requirements Gathering, Vendor Management, Team Management, CRM, Business Intelligence, Reporting, System Integration, SDK development
Education
Institute of Technology and Management 1999 — 2001
Master of Science, Computer Information Systems
University of Mumbai 1991 — 1994
Bachelor of Engineering (B.E.)
ADP December 2014 - Present
BroadstreetData now part of NexJ Systems April 2012 - November 2014
Sun Life Financial February 2007 - March 2012
Mabzi International Ltd March 2005 - January 2007
TechStudio Consultancy Services February 2002 - January 2004
i-maritime Consultancy April 2001 - January 2002
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., SQL, Data Warehousing, Requirements Gathering, Vendor Management, Team Management, CRM, Business Intelligence, Reporting, System Integration, SDK development
Education
Institute of Technology and Management 1999 — 2001
Master of Science, Computer Information Systems
University of Mumbai 1991 — 1994
Bachelor of Engineering (B.E.)
Ryan Huxley's Sun Life Financial Experience August 2015 - Present
Job Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Webster Bank March 2015 - August 2015
Citizens Bank September 2013 - March 2015
Citizens Bank September 2012 - September 2013
Citizens Bank October 2009 - September 2012
Big Y Foods October 2004 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Sales, Financial Analysis, Teamwork, Leadership, Data Analysis, Customer Satisfaction, Banking, Data Entry, Retail Banking, Consumer Lending, Management, Mortgage Lending, Credit
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Sun Life Financial August 2015 - Present
Webster Bank March 2015 - August 2015
Citizens Bank September 2013 - March 2015
Citizens Bank September 2012 - September 2013
Citizens Bank October 2009 - September 2012
Big Y Foods October 2004 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Sales, Financial Analysis, Teamwork, Leadership, Data Analysis, Customer Satisfaction, Banking, Data Entry, Retail Banking, Consumer Lending, Management, Mortgage Lending, Credit
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Ru Lim's Sun Life Financial Experience June 2011 - August 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting August 2012 - Present
Sun Life Financial June 2011 - August 2011
Reinsurance Group of America, Incorporated June 2010 - August 2010
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Actuarial Science, Access, Financial Modeling, Statistics, SAS, Economics, Management Consulting
Education
University of Michigan 2008 — 2012
Bachelor of Science (B.Sc.), Actuarial Mathematics, Economics
Deloitte Consulting August 2012 - Present
Sun Life Financial June 2011 - August 2011
Reinsurance Group of America, Incorporated June 2010 - August 2010
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Actuarial Science, Access, Financial Modeling, Statistics, SAS, Economics, Management Consulting
Education
University of Michigan 2008 — 2012
Bachelor of Science (B.Sc.), Actuarial Mathematics, Economics
A.J. Scheidt's Sun Life Financial Experience June 2006 - June 2008
Job Group Sales Representative at The Hartford
Industry Insurance
Experience
The Hartford June 2008 - Present
Sun Life Financial June 2006 - June 2008
Skills
Health Insurance, Employee Benefits, Sales, Insurance, Disability Insurance, Leadership, Sports, Life Insurance, Health Savings Accounts, Customer Service, Sports Marketing, Term Life Insurance
Education
University of Michigan 2002 — 2006
BA, Sport Management and Communications
The Hartford June 2008 - Present
Sun Life Financial June 2006 - June 2008
Skills
Health Insurance, Employee Benefits, Sales, Insurance, Disability Insurance, Leadership, Sports, Life Insurance, Health Savings Accounts, Customer Service, Sports Marketing, Term Life Insurance
Education
University of Michigan 2002 — 2006
BA, Sport Management and Communications
Jingyi (Joy) Xu's Sun Life Financial Experience 2013 - 2013
Job University of Michigan
Industry Accounting
Experience
Unviersity of Michigan Community AssistantUniversity of Michigan HousingAugust 2012 - Present
University of Michigan Athletic Department January 2012 - Present
Sun Life Financial 2013 - 2013
China Pacific Insurance Company, Tianjin, China July 2012 - August 2012
Education
University of Michigan 2010 — 2014
National Junior College 2007 — 2010
Unviersity of Michigan Community AssistantUniversity of Michigan HousingAugust 2012 - Present
University of Michigan Athletic Department January 2012 - Present
Sun Life Financial 2013 - 2013
China Pacific Insurance Company, Tianjin, China July 2012 - August 2012
Education
University of Michigan 2010 — 2014
National Junior College 2007 — 2010
Joseph Taverna's Sun Life Financial Experience June 2010 - March 2011
Job Actuarial Manager at Jackson
Industry Financial Services
Experience
Jackson July 2014 - Present
Jackson National Life March 2011 - Present
Jackson July 2013 - July 2014
Sun Life Financial June 2010 - March 2011
Great Steak & Potato Co June 2006 - June 2010
Skills
Actuarial, Actuarial Science, Annuity, Annuities, Term Life Insurance, Insurance, Reserving, Risk Management, Valuation, Fixed Annuities, VBA, Data Analysis, SAS, Life Insurance, Enterprise Risk...
Education
University of Michigan 2007 — 2010
BS, Actuarial Science
Jackson July 2014 - Present
Jackson National Life March 2011 - Present
Jackson July 2013 - July 2014
Sun Life Financial June 2010 - March 2011
Great Steak & Potato Co June 2006 - June 2010
Skills
Actuarial, Actuarial Science, Annuity, Annuities, Term Life Insurance, Insurance, Reserving, Risk Management, Valuation, Fixed Annuities, VBA, Data Analysis, SAS, Life Insurance, Enterprise Risk...
Education
University of Michigan 2007 — 2010
BS, Actuarial Science
Krithika Suresh's Sun Life Financial Experience May 2008 - August 2008
Job PhD Student at University of Michigan
Industry Higher Education
Experience
University of Waterloo January 2011 - April 2011
Research In Motion January 2010 - April 2010
Maplesoft January 2009 - April 2009
Sun Life Financial May 2008 - August 2008
Skills
Data Analysis, SAS
Education
University of Waterloo 2012 — 2013
Master of Mathematics, Biostatistics
University of Waterloo 2007 — 2012
Bachelors, Honours Mathematics
Wilfrid Laurier University 2007 — 2012
Bachelors, Honours Business Administration
University of Michigan
Doctor of Philosophy (PhD), Biostatistics
University of Waterloo January 2011 - April 2011
Research In Motion January 2010 - April 2010
Maplesoft January 2009 - April 2009
Sun Life Financial May 2008 - August 2008
Skills
Data Analysis, SAS
Education
University of Waterloo 2012 — 2013
Master of Mathematics, Biostatistics
University of Waterloo 2007 — 2012
Bachelors, Honours Mathematics
Wilfrid Laurier University 2007 — 2012
Bachelors, Honours Business Administration
University of Michigan
Doctor of Philosophy (PhD), Biostatistics
Sumona Liza's Sun Life Financial Experience January 2015 - April 2015
Job Trainer & Facilitator
Industry Health, Wellness and Fitness
Experience
Birchmount Bluffs Neighbourhood Centre January 2014 - Present
Sun Life Financial January 2015 - April 2015
Women's Health in Women's Hands June 2015 - 2015
Crescent Town Services Council April 2012 - December 2012
Catholic Crosscultural Services May 2011 - March 2012
ICDDR,B January 2009 - March 2011
ICDDR,B November 2003 - October 2008
AsiaticMCL August 2001 - November 2003
Victoria University of Wellington, Panthapath January 2001 - July 2001
Oxford International School, Dhanmondi April 1999 - December 2000
Skills
Project Management, Non-profits, Editing, English, Event Management, Teamwork, Photoshop, Reproductive Health, Public Health, Global Health, Program Evaluation, International..., Program Management, Capacity Building, Research, Nonprofits, Program Development, Fundraising, Public Speaking, Report Writing, Training, Community Outreach
Education
Centennial College, Toronto, Canada 2014 — 2015
Post Graduate Degree, Workplace Wellness and Health Promotion
University of Melbourne 2007 — 2008
MPH, International health
University of Dhaka 1998 — 2000
MA, English Literature
University of Dhaka 1994 — 1997
B.A. Honours, English, History, International Relations
Tehran International School 1989 — 1994
Graduation, Geology/Earth Science, General
Birchmount Bluffs Neighbourhood Centre January 2014 - Present
Sun Life Financial January 2015 - April 2015
Women's Health in Women's Hands June 2015 - 2015
Crescent Town Services Council April 2012 - December 2012
Catholic Crosscultural Services May 2011 - March 2012
ICDDR,B January 2009 - March 2011
ICDDR,B November 2003 - October 2008
AsiaticMCL August 2001 - November 2003
Victoria University of Wellington, Panthapath January 2001 - July 2001
Oxford International School, Dhanmondi April 1999 - December 2000
Skills
Project Management, Non-profits, Editing, English, Event Management, Teamwork, Photoshop, Reproductive Health, Public Health, Global Health, Program Evaluation, International..., Program Management, Capacity Building, Research, Nonprofits, Program Development, Fundraising, Public Speaking, Report Writing, Training, Community Outreach
Education
Centennial College, Toronto, Canada 2014 — 2015
Post Graduate Degree, Workplace Wellness and Health Promotion
University of Melbourne 2007 — 2008
MPH, International health
University of Dhaka 1998 — 2000
MA, English Literature
University of Dhaka 1994 — 1997
B.A. Honours, English, History, International Relations
Tehran International School 1989 — 1994
Graduation, Geology/Earth Science, General
Gauri Bisen's Sun Life Financial Experience November 2007 - September 2011
Job Junior Talent Acquisition Consultant at Manulife Financial
Industry Financial Services
Experience
Manulife Financial June 2014 - Present
Randstad Canada April 2013 - July 2013
Sun Life Financial November 2007 - September 2011
Asiapower Overseas Employment Services 2003 - 2005
Tata Consultancy Services 2002 - 2003
Skills
People Skills, HRIS, Applicant Tracking..., Teamwork, Talent Acquisition, Interviews, Screening, Training, Employee Training, Screening Resumes, Time Management, Leadership, Organizational..., Management
Education
University of Toronto 2007 — 2009
Certificate in Human Resources Management, HR
University of Mumbai
Manulife Financial June 2014 - Present
Randstad Canada April 2013 - July 2013
Sun Life Financial November 2007 - September 2011
Asiapower Overseas Employment Services 2003 - 2005
Tata Consultancy Services 2002 - 2003
Skills
People Skills, HRIS, Applicant Tracking..., Teamwork, Talent Acquisition, Interviews, Screening, Training, Employee Training, Screening Resumes, Time Management, Leadership, Organizational..., Management
Education
University of Toronto 2007 — 2009
Certificate in Human Resources Management, HR
University of Mumbai
Kimmy Nguyen's Sun Life Financial Experience April 2006 - August 2013
Job SR Financial Reporting Analysis at Sun Life Financial
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial April 2006 - August 2013
Jonh Hancock January 2001 - April 2006
Skills
Financial Analysis, Financial Reporting, Finance
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's degree, Accounting and Business/Management
Delaware Life August 2013 - Present
Sun Life Financial April 2006 - August 2013
Jonh Hancock January 2001 - April 2006
Skills
Financial Analysis, Financial Reporting, Finance
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor's degree, Accounting and Business/Management
David Tobey's Sun Life Financial Experience 2006 - 2011
Job Insurance Operations Specialist
Industry Financial Services
Experience
Sun Life Financial 2006 - 2011
Professional Staffing Group 2005 - 2007
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Sun Life Financial 2006 - 2011
Professional Staffing Group 2005 - 2007
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Christopher Grijalva's Sun Life Financial Experience 2006 - December 2011
Job Call Center Professional
Industry Financial Services
Experience
Sun Life Financial 2006 - December 2011
Sun Life Financial October 2004 - 2006
Skills
Training, Customer Service
Education
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Scituate High School 1995 — 1999
Sun Life Financial 2006 - December 2011
Sun Life Financial October 2004 - 2006
Skills
Training, Customer Service
Education
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Scituate High School 1995 — 1999
Dan Sirois's Sun Life Financial Experience May 2012 - Present
Job Product Development Director Stop Loss Medical at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2012 - Present
Education
University of Massachusetts, Amherst
Bachelor's degree, Legal Studies, General
Sun Life Financial May 2012 - Present
Education
University of Massachusetts, Amherst
Bachelor's degree, Legal Studies, General
Nicholas Titone's Sun Life Financial Experience May 2000 - April 2001
Job Director of Underwriting at Fallon Community Health Plan
Industry Insurance
Experience
Fallon Community Health Plan April 2001 - Present
Sun Life Financial May 2000 - April 2001
Allmerica Financial June 1987 - November 1999
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BS), Economics
Fallon Community Health Plan April 2001 - Present
Sun Life Financial May 2000 - April 2001
Allmerica Financial June 1987 - November 1999
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BS), Economics
James Willwerth's Sun Life Financial Experience January 2008 - Present
Job Actuarial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2008 - Present
Sun Life Financial January 2008 - Present
Skills
Retirement, Life Insurance, Actuarial Science, Pensions, Insurance, VBA, Analysis
Education
University of Massachusetts, Amherst 1998 — 2003
Bachelor of Science (B.S.), Mathematics
Sun Life Financial January 2008 - Present
Sun Life Financial January 2008 - Present
Skills
Retirement, Life Insurance, Actuarial Science, Pensions, Insurance, VBA, Analysis
Education
University of Massachusetts, Amherst 1998 — 2003
Bachelor of Science (B.S.), Mathematics
Rich Boutilier's Sun Life Financial Experience January 2006 - October 2010
Job Chief Underwriter at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Sun Life Financial January 2006 - October 2010
John Hancock Financial Services August 1991 - June 2005
Education
University of Rhode Island - College of Business Administration 1976 — 1978
Bachelor of Science (BS), Accounting
University of Minnesota-Duluth 1973 — 1975
TIAA-CREF March 2012 - Present
Sun Life Financial January 2006 - October 2010
John Hancock Financial Services August 1991 - June 2005
Education
University of Rhode Island - College of Business Administration 1976 — 1978
Bachelor of Science (BS), Accounting
University of Minnesota-Duluth 1973 — 1975
Christine Maxwell's Sun Life Financial Experience August 2004 - Present
Job Claims Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2004 - Present
Coldwell Banker June 2003 - September 2004
JPI February 2001 - June 2003
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (BS), Hotel, Restaurant and Travel Administration
Sun Life Financial August 2004 - Present
Coldwell Banker June 2003 - September 2004
JPI February 2001 - June 2003
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (BS), Hotel, Restaurant and Travel Administration
Theresa Kolodziej's Sun Life Financial Experience 1999 - 2014
Job Customer Service Representative
Industry Insurance
Experience
Sun Life Financial 1999 - 2014
Subway 1988 - 1999
Skills
Computer Proficiency, Call Centers, Customer Insight, Disability Insurance, Term Life Insurance, Claims Handling, HIPAA, Work At Home
Education
University of Massachusetts, Amherst
Bachelorâs Degree, Human Development and Family Studies, General, 16
Sun Life Financial 1999 - 2014
Subway 1988 - 1999
Skills
Computer Proficiency, Call Centers, Customer Insight, Disability Insurance, Term Life Insurance, Claims Handling, HIPAA, Work At Home
Education
University of Massachusetts, Amherst
Bachelorâs Degree, Human Development and Family Studies, General, 16
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.