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
Matt Buccigrosso Matt Buccigrosso's Sun Life Financial Experience July 2011 - March 2012
Job Regional Sales Consultant at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners June 2012 - Present
Sun Life Financial July 2011 - March 2012
Sun Life Financial September 2006 - July 2011
Sun Life Financial October 2005 - August 2006
Skills
Series 7, Series 63, Investments, Mutual Funds, ETFs, Fixed Income, UIT, Financial Planning, Long Term Care, Life Insurance, Public Speaking, Sales Process, Psychology, New Business Development, Territory Analysis, Golf, Business Relationship..., Tennis, Marketing Strategy, Retirement Income..., History, Consumer Behavior
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
B.S., Business Administration - Marketing
Guggenheim Partners June 2012 - Present
Sun Life Financial July 2011 - March 2012
Sun Life Financial September 2006 - July 2011
Sun Life Financial October 2005 - August 2006
Skills
Series 7, Series 63, Investments, Mutual Funds, ETFs, Fixed Income, UIT, Financial Planning, Long Term Care, Life Insurance, Public Speaking, Sales Process, Psychology, New Business Development, Territory Analysis, Golf, Business Relationship..., Tennis, Marketing Strategy, Retirement Income..., History, Consumer Behavior
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
B.S., Business Administration - Marketing
Christine McMann's Sun Life Financial Experience June 1996 - June 1998
Job HR Mergers & Acquisitions Manager at Microsoft
Industry Marketing and Advertising
Experience
Microsoft March 2012 - Present
Microsoft September 2008 - March 2012
Microsoft March 2007 - September 2008
Microsoft July 2005 - March 2007
Young & Rubicam Brands January 2005 - July 2005
Microsoft May 2001 - January 2005
Saltmine November 1999 - May 2001
Unum June 1998 - June 1999
Sun Life Financial June 1996 - June 1998
Equion Securities Canada Limited December 1993 - June 1996
Skills
Vendor Management, Account Management, Planning, Product Management, Mobile, Project Planning, Product Marketing, Go-to-market Strategy, Mobile Devices, CRM, Integrated Marketing, Management, Program Management, E-commerce, Leadership, Integration
Education
University of Ottawa 1987 — 1991
BA, English
High School 1984 — 1986
Microsoft March 2012 - Present
Microsoft September 2008 - March 2012
Microsoft March 2007 - September 2008
Microsoft July 2005 - March 2007
Young & Rubicam Brands January 2005 - July 2005
Microsoft May 2001 - January 2005
Saltmine November 1999 - May 2001
Unum June 1998 - June 1999
Sun Life Financial June 1996 - June 1998
Equion Securities Canada Limited December 1993 - June 1996
Skills
Vendor Management, Account Management, Planning, Product Management, Mobile, Project Planning, Product Marketing, Go-to-market Strategy, Mobile Devices, CRM, Integrated Marketing, Management, Program Management, E-commerce, Leadership, Integration
Education
University of Ottawa 1987 — 1991
BA, English
High School 1984 — 1986
Sakar Said Sakar Said's Sun Life Financial Experience May 2014 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2014 - Present
Skills
Banking, Finance, Customer Service, Consumer Lending, Leadership, Strategic Financial..., Financial Reporting, Accounting, Sales, Management, Loans, Mortgage Lending, Retirement Planning, Mutual Funds, Investments
Education
University of Ottawa 2007 — 2011
Honours Bachelor of Commerce, Finance
Sun Life Financial May 2014 - Present
Skills
Banking, Finance, Customer Service, Consumer Lending, Leadership, Strategic Financial..., Financial Reporting, Accounting, Sales, Management, Loans, Mortgage Lending, Retirement Planning, Mutual Funds, Investments
Education
University of Ottawa 2007 — 2011
Honours Bachelor of Commerce, Finance
Jason Jodlowski Jason Jodlowski's Sun Life Financial Experience April 2014 - Present
Job Employee Benefits Consultant at Arthur J. Gallagher & Co.
Industry Financial Services
Experience
Arthur J. Gallagher & Co. July 2015 - Present
Sun Life Financial April 2014 - Present
Sun Life Financial May 2013 - March 2014
Lincoln Financial Group January 2008 - May 2013
Mutual of Omaha June 2005 - December 2007
Skills
Insurance, Disability Insurance, Health Insurance, Sales, Brokers, Benefits Administration, Claim, Critical Illness, Customer Service, Employee Benefits, Health Savings Accounts, Leadership, Life Insurance, Long-term Care, Management, Process Improvement, Risk Management, Term Life Insurance, Underwriting, Workers Compensation
Education
University of Nebraska at Omaha 2000 — 2004
Criminal Justice, Physcology, Communications
Arthur J. Gallagher & Co. July 2015 - Present
Sun Life Financial April 2014 - Present
Sun Life Financial May 2013 - March 2014
Lincoln Financial Group January 2008 - May 2013
Mutual of Omaha June 2005 - December 2007
Skills
Insurance, Disability Insurance, Health Insurance, Sales, Brokers, Benefits Administration, Claim, Critical Illness, Customer Service, Employee Benefits, Health Savings Accounts, Leadership, Life Insurance, Long-term Care, Management, Process Improvement, Risk Management, Term Life Insurance, Underwriting, Workers Compensation
Education
University of Nebraska at Omaha 2000 — 2004
Criminal Justice, Physcology, Communications
Katerina Hyzyk's Sun Life Financial Experience March 2012 - December 2012
Job Marketing Specialist at Sun Life Financial
Industry Marketing and Advertising
Experience
Downtown Kitchener BIA 2012 - 2014
Sun Life Financial March 2012 - December 2012
Sun Life Financial September 2011 - March 2012
Ontario Teachers Insurance Plan May 2010 - August 2010
Opportunities Waterloo Region June 2007 - August 2007
Skills
Social Media, Event Management, Project Management, Marketing Communications, Newsletters, Customer Service, Event Planning, Advertising, Time Management, Creative Writing, Brand Development, Facebook, Marketing, Creative Direction, Editing, Marketing Strategy, Social Media Marketing
Education
University of Ottawa 2006 — 2010
Arts, Communications
SJAM
WCI
Downtown Kitchener BIA 2012 - 2014
Sun Life Financial March 2012 - December 2012
Sun Life Financial September 2011 - March 2012
Ontario Teachers Insurance Plan May 2010 - August 2010
Opportunities Waterloo Region June 2007 - August 2007
Skills
Social Media, Event Management, Project Management, Marketing Communications, Newsletters, Customer Service, Event Planning, Advertising, Time Management, Creative Writing, Brand Development, Facebook, Marketing, Creative Direction, Editing, Marketing Strategy, Social Media Marketing
Education
University of Ottawa 2006 — 2010
Arts, Communications
SJAM
WCI
Carol Pouliot Carol Pouliot's Sun Life Financial Experience 2005 - 2009
Job Benefits Manager at Bay Cove Human Services
Industry Human Resources
Experience
Bay Cove Human Services December 2014 - Present
MCPHS University 2014 - 2014
Boston Children's Hospital 2012 - 2014
Partners In Health 2007 - 2012
Sun Life Financial 2005 - 2009
Liberty Mutual 2001 - 2004
Liberty Mutual 1998 - 2001
Liberty Mutual 1997 - 1998
Liberty Mutual 1993 - 1997
Skills
Employee Benefits, Human Resources, Employee Relations, Talent Management, Recruiting, Performance Management, Organizational..., Onboarding, Succession Planning, PeopleSoft, Interviews, Training
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2001
MBA, Business Administration
Bay Cove Human Services December 2014 - Present
MCPHS University 2014 - 2014
Boston Children's Hospital 2012 - 2014
Partners In Health 2007 - 2012
Sun Life Financial 2005 - 2009
Liberty Mutual 2001 - 2004
Liberty Mutual 1998 - 2001
Liberty Mutual 1997 - 1998
Liberty Mutual 1993 - 1997
Skills
Employee Benefits, Human Resources, Employee Relations, Talent Management, Recruiting, Performance Management, Organizational..., Onboarding, Succession Planning, PeopleSoft, Interviews, Training
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2001
MBA, Business Administration
Morgan Chace Morgan Chace's Sun Life Financial Experience June 2012 - September 2012
Job Project Coordinator at Canary Marketing LLC
Industry Marketing and Advertising
Experience
Canary Marketing LLC January 2014 - Present
Sun Life Financial June 2012 - September 2012
Tom and Mande Schulz June 2010 - September 2011
Cuenin & Whisler Orthodontics June 2007 - September 2009
Skills
Management, Marketing, Leadership, Social Media, Advertising, Sales, Teamwork, Competitive Analysis, Online Marketing, Outlook, Microsoft Word, Team Building, Public Relations, Twitter, Product Marketing
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing
Canary Marketing LLC January 2014 - Present
Sun Life Financial June 2012 - September 2012
Tom and Mande Schulz June 2010 - September 2011
Cuenin & Whisler Orthodontics June 2007 - September 2009
Skills
Management, Marketing, Leadership, Social Media, Advertising, Sales, Teamwork, Competitive Analysis, Online Marketing, Outlook, Microsoft Word, Team Building, Public Relations, Twitter, Product Marketing
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing
Alex Vachon's Sun Life Financial Experience July 2004 - December 2010
Job Regional Market Account Executive at MetLife
Industry Insurance
Experience
MetLife July 2014 - Present
MetLife November 2013 - July 2014
Lincoln Financial Group December 2010 - August 2013
Sun Life Financial July 2004 - December 2010
National Services Group September 2000 - May 2003
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Critical Illness, Life Insurance, Group Insurance, Accident, Underwriting, Microsoft Excel, Sales Management, Customer Service, Property & Casualty..., Reinsurance, Term Life Insurance, FMLA, Dentistry, Long Term Care Insurance, Statistics, COBRA, Medicare, Health Care Reform, Universal Life, Negotiation, Salesforce.com, Valuation, Health Policy, Sustainability, Minitab, Prezi, Logistic Regression, Regression Models, ANOVA, Claim, Fixed Annuities, 401k, Voluntary Employee..., Customer Relations, Dental, Health Law, MEXL, Life, Licensed Life, Sales Presentations, Customer Retention, Sales, Brokers, Account Management, Management, Solution Selling
Education
University of Southern Maine - School of Business 2011 — 2015
Master's of Science of Business Administration, Business and Health Policy and Management, 3.89
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2
WFR 1998 — 2000
4.2
Massabesic 1996 — 1998
Massabesic 1996 — 1997
MetLife July 2014 - Present
MetLife November 2013 - July 2014
Lincoln Financial Group December 2010 - August 2013
Sun Life Financial July 2004 - December 2010
National Services Group September 2000 - May 2003
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Critical Illness, Life Insurance, Group Insurance, Accident, Underwriting, Microsoft Excel, Sales Management, Customer Service, Property & Casualty..., Reinsurance, Term Life Insurance, FMLA, Dentistry, Long Term Care Insurance, Statistics, COBRA, Medicare, Health Care Reform, Universal Life, Negotiation, Salesforce.com, Valuation, Health Policy, Sustainability, Minitab, Prezi, Logistic Regression, Regression Models, ANOVA, Claim, Fixed Annuities, 401k, Voluntary Employee..., Customer Relations, Dental, Health Law, MEXL, Life, Licensed Life, Sales Presentations, Customer Retention, Sales, Brokers, Account Management, Management, Solution Selling
Education
University of Southern Maine - School of Business 2011 — 2015
Master's of Science of Business Administration, Business and Health Policy and Management, 3.89
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2
WFR 1998 — 2000
4.2
Massabesic 1996 — 1998
Massabesic 1996 — 1997
Paige Dorval Paige Dorval's Sun Life Financial Experience August 2012 - Present
Job Disability Insurance Executive at Sun Life Financial
Industry Health, Wellness and Fitness
Experience
Sun Life Financial August 2012 - Present
Breakers at Ashworth by the Sea June 2011 - August 2012
University of New Hampshire September 2008 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Team Building, Social Media, Budgets, Coaching, Time Management, Team Leadership, Wellness, Health, Nutrition Education, Education, Multi Tasking
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Nutrition and Wellness
Pinkerton Academy 2004 — 2008
HS Diploma, General Studies
Sun Life Financial August 2012 - Present
Breakers at Ashworth by the Sea June 2011 - August 2012
University of New Hampshire September 2008 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Team Building, Social Media, Budgets, Coaching, Time Management, Team Leadership, Wellness, Health, Nutrition Education, Education, Multi Tasking
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Nutrition and Wellness
Pinkerton Academy 2004 — 2008
HS Diploma, General Studies
Abhishek Bachal Abhishek Bachal's Sun Life Financial Experience October 2012 - Present
Job Senior Consultant, Contact Centre Infrastructure at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial October 2012 - Present
IBM Canada Ltd. September 2010 - October 2012
Genesys Laboratories Canada May 2007 - September 2010
Genesys Laboratories Canada May 2005 - April 2007
Genesys Laboratories Canada May 2004 - August 2004
Skills
Genesys, CTI, Call Centers, Solution Architecture, Requirements Analysis, SIP, Routing, Integration, Business Objects, ITIL, Contact Centers, Reporting & Analytics, Application Architecture, Professional Services, Infomart, IVR, Business Analysis, VoIP, Telecommunications
Education
University of Waterloo 2009 — 2011
Masters
University of New Brunswick 2000 — 2005
B Sc E
Delhi Public School
Sherwood
Sun Life Financial October 2012 - Present
IBM Canada Ltd. September 2010 - October 2012
Genesys Laboratories Canada May 2007 - September 2010
Genesys Laboratories Canada May 2005 - April 2007
Genesys Laboratories Canada May 2004 - August 2004
Skills
Genesys, CTI, Call Centers, Solution Architecture, Requirements Analysis, SIP, Routing, Integration, Business Objects, ITIL, Contact Centers, Reporting & Analytics, Application Architecture, Professional Services, Infomart, IVR, Business Analysis, VoIP, Telecommunications
Education
University of Waterloo 2009 — 2011
Masters
University of New Brunswick 2000 — 2005
B Sc E
Delhi Public School
Sherwood
Laura Gale's Sun Life Financial Experience January 2015 - Present
Job Project Management and Coordination Amazing Professional
Industry Information Technology and Services
Experience
Sun Life Financial January 2015 - Present
BlackBerry August 2010 - November 2013
Research In Motion August 2008 - August 2010
Rogers Communications January 2007 - September 2007
Skills
Agile Project Management, Project Management, Software Project..., Agile Methodologies, Cross-functional Team..., PMP, Scrum, Project Planning, Mobile Applications, Mobile Technology, Team Leadership, Six Sigma, Telecommunications, Project Delivery, Requirements Management, Requirements Gathering, Software Design, Mobile Devices, Business Analysis, Resource Management, MS Project, Process Improvement, PMO, Project Portfolio..., Requirements Analysis, Change Management, Integration, Certified Scrum Master..., Product Management, Technical Leadership, Business Process..., Management, Software Development, Analysis, Risk Management, Software Engineering, Team Management, Stakeholder Management, Software Documentation, Testing, Vendor Management
Education
University of Toronto 1998 — 2001
Bachelor of Arts (B.A.), Sociology
University of Ottawa 1995 — 1997
Sociology
George S Henry Academy 1991 — 1995
High School
highschool
Sun Life Financial January 2015 - Present
BlackBerry August 2010 - November 2013
Research In Motion August 2008 - August 2010
Rogers Communications January 2007 - September 2007
Skills
Agile Project Management, Project Management, Software Project..., Agile Methodologies, Cross-functional Team..., PMP, Scrum, Project Planning, Mobile Applications, Mobile Technology, Team Leadership, Six Sigma, Telecommunications, Project Delivery, Requirements Management, Requirements Gathering, Software Design, Mobile Devices, Business Analysis, Resource Management, MS Project, Process Improvement, PMO, Project Portfolio..., Requirements Analysis, Change Management, Integration, Certified Scrum Master..., Product Management, Technical Leadership, Business Process..., Management, Software Development, Analysis, Risk Management, Software Engineering, Team Management, Stakeholder Management, Software Documentation, Testing, Vendor Management
Education
University of Toronto 1998 — 2001
Bachelor of Arts (B.A.), Sociology
University of Ottawa 1995 — 1997
Sociology
George S Henry Academy 1991 — 1995
High School
highschool
Joseph Vitelli Joseph Vitelli's Sun Life Financial Experience July 2007 - September 2011
Job Business Analyst at Realogy
Industry Financial Services
Experience
Realogy August 2012 - Present
Winter Wyman October 2011 - August 2012
Sun Life Financial July 2007 - September 2011
John Hancock Financial Svcs June 2000 - July 2007
John Hancock Signature Services January 1999 - June 2000
Sun Life of Canada 1997 - December 1998
Sun Life of Canada 1995 - 1997
Business Express Airlines 1994 - 1995
BUSINESS EXPRESS AIRLINES, LOGAN INTERNATIONAL AIRPORT 1992 - 1995
Business Express Airlines 1993 - 1994
Skills
Business Objects, ACL, SOLAR, MS Office Suite, Access, DCF, QMF, SQL, Insync, Charm, ZEKE, Cyber Security, Cyberlife, McCamish, Policy Link, FileNet, Report Manager, TSO, TAI, TAI Security, DB2/SQL, DB2 Connect, PL1, Queries, Databases, Lotus Notes, Lotus 123, Siebel, CSWB (Customer Service..., Solar Security, Open Source, Process Improvement, Software Documentation, Systems Analysis, Quality Assurance, Business Requirements, Testing, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Mainframe, Insurance, User Acceptance Testing, SPUFI, Functional..., Production Support, INSYNC, Microsoft Office, Cross-functional Team...
Education
University of New Haven 1988 — 1991
BS, Air Transportation Management
Hawthorne College 1987 — 1988
BS, Business Administration and Aviation
Realogy August 2012 - Present
Winter Wyman October 2011 - August 2012
Sun Life Financial July 2007 - September 2011
John Hancock Financial Svcs June 2000 - July 2007
John Hancock Signature Services January 1999 - June 2000
Sun Life of Canada 1997 - December 1998
Sun Life of Canada 1995 - 1997
Business Express Airlines 1994 - 1995
BUSINESS EXPRESS AIRLINES, LOGAN INTERNATIONAL AIRPORT 1992 - 1995
Business Express Airlines 1993 - 1994
Skills
Business Objects, ACL, SOLAR, MS Office Suite, Access, DCF, QMF, SQL, Insync, Charm, ZEKE, Cyber Security, Cyberlife, McCamish, Policy Link, FileNet, Report Manager, TSO, TAI, TAI Security, DB2/SQL, DB2 Connect, PL1, Queries, Databases, Lotus Notes, Lotus 123, Siebel, CSWB (Customer Service..., Solar Security, Open Source, Process Improvement, Software Documentation, Systems Analysis, Quality Assurance, Business Requirements, Testing, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Mainframe, Insurance, User Acceptance Testing, SPUFI, Functional..., Production Support, INSYNC, Microsoft Office, Cross-functional Team...
Education
University of New Haven 1988 — 1991
BS, Air Transportation Management
Hawthorne College 1987 — 1988
BS, Business Administration and Aviation
Jennifer Scafidi's Sun Life Financial Experience May 2015 - Present
Job Associate Director, Field Enrollment East Region at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2015 - Present
Sun Life Financial September 2013 - Present
Youth Athletics April 2013 - Present
Sun Life Financial October 2011 - September 2013
Sun Life Financial January 2001 - October 2011
Skills
Underwriting, Employee Benefits, Analysis, New Business Development, Marketing, Training, Sales, Life & Disability..., Group and Voluntary..., Business Planning, Insurance, Cross-functional Team..., Leadership, Process Improvement, Performance Management, Account Management, Life Insurance
Education
University of New Hampshire 1994 — 1998
Bachelors, English
Sun Life Financial May 2015 - Present
Sun Life Financial September 2013 - Present
Youth Athletics April 2013 - Present
Sun Life Financial October 2011 - September 2013
Sun Life Financial January 2001 - October 2011
Skills
Underwriting, Employee Benefits, Analysis, New Business Development, Marketing, Training, Sales, Life & Disability..., Group and Voluntary..., Business Planning, Insurance, Cross-functional Team..., Leadership, Process Improvement, Performance Management, Account Management, Life Insurance
Education
University of New Hampshire 1994 — 1998
Bachelors, English
Cynthia Stark Cynthia Stark's Sun Life Financial Experience September 2013 - Present
Job Vice President, Global Digital Strategy at Sun Life Financial
Industry Banking
Experience
Sun Life Financial September 2013 - Present
Scotiabank May 2009 - August 2013
Scotiabank May 2006 - April 2009
Skills
Retail Banking, Market Planning, Segmentation, Business Development, Credit Cards, Banking, Leadership, Portfolio Management, Brand Development, Business Strategy, Relationship Management, Management, Analytics, Strategy, Product Management, Market Research, Competitive Analysis, CRM, Financial Services
Education
University of New Brunswick 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Sun Life Financial September 2013 - Present
Scotiabank May 2009 - August 2013
Scotiabank May 2006 - April 2009
Skills
Retail Banking, Market Planning, Segmentation, Business Development, Credit Cards, Banking, Leadership, Portfolio Management, Brand Development, Business Strategy, Relationship Management, Management, Analytics, Strategy, Product Management, Market Research, Competitive Analysis, CRM, Financial Services
Education
University of New Brunswick 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Will Arpin Will Arpin's Sun Life Financial Experience June 2013 - Present
Job Underwriting Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
Army National Guard September 2014 - Present
Army National Guard May 2012 - September 2014
Prudential Financial May 2012 - September 2012
United States Army ROTC February 2010 - May 2012
Siemens Enterprise Networks, LLC May 2008 - September 2008
Arnold House Elder Care Facility January 2002 - August 2008
Skills
Leadership, Microsoft Excel, Underwriting, Life Insurance, Disability Insurance, Business Strategy, Military Logistics, Employee Benefits, Analysis, Finance, Military Operations, Financial Analysis, Operational Planning, Social Media, Management, PowerPoint, Microsoft Word
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration; Management, 3.55
Hollis Brookline High School 2004 — 2008
High School Degree
Sun Life Financial June 2013 - Present
Army National Guard September 2014 - Present
Army National Guard May 2012 - September 2014
Prudential Financial May 2012 - September 2012
United States Army ROTC February 2010 - May 2012
Siemens Enterprise Networks, LLC May 2008 - September 2008
Arnold House Elder Care Facility January 2002 - August 2008
Skills
Leadership, Microsoft Excel, Underwriting, Life Insurance, Disability Insurance, Business Strategy, Military Logistics, Employee Benefits, Analysis, Finance, Military Operations, Financial Analysis, Operational Planning, Social Media, Management, PowerPoint, Microsoft Word
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration; Management, 3.55
Hollis Brookline High School 2004 — 2008
High School Degree
Betsy Walker Betsy Walker's Sun Life Financial Experience April 1998 - March 2012
Job Vice President, Sales & Client Services at Appfire
Industry Information Technology and Services
Experience
Appfire July 2014 - Present
Appfire June 2013 - Present
Appfire Technologies March 2012 - June 2013
Sun Life Financial April 1998 - March 2012
New England Financial April 1991 - April 1998
Broadway and Seymour Consulting, ARMS Consulting September 1989 - April 1991
Cullinet Software April 1987 - September 1989
New England Financial April 1981 - April 1987
Skills
Confluence, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, JIRA, Agile Methodologies, SDLC, Business Analysis, Management, Agile Project Management, Systems Analysis, SQL, Enterprise Architecture, Requirements Gathering, Business Requirements, Software Development, Enterprise Software, Business Process, HTML, Software Project..., Strategy, Scrum, JavaScript, Microsoft SQL Server, Technical Documentation, Social Media, Content Management, Collaboration Tools, Technical Management, Customer Service, Crowd, Taxonomy, Software Design, SQL Server, Enterprise Collaboration, Groovy, Visual Basic, Active Directory, Technical Analysis, Information Systems..., Application Development, Technical Design, Server Administration, Performance Testing, Wordpress, Add-ons, Sales Management, Video Production, Video Editing
Education
University of North Florida - College of Business Administration 1975 — 1979
Appfire July 2014 - Present
Appfire June 2013 - Present
Appfire Technologies March 2012 - June 2013
Sun Life Financial April 1998 - March 2012
New England Financial April 1991 - April 1998
Broadway and Seymour Consulting, ARMS Consulting September 1989 - April 1991
Cullinet Software April 1987 - September 1989
New England Financial April 1981 - April 1987
Skills
Confluence, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, JIRA, Agile Methodologies, SDLC, Business Analysis, Management, Agile Project Management, Systems Analysis, SQL, Enterprise Architecture, Requirements Gathering, Business Requirements, Software Development, Enterprise Software, Business Process, HTML, Software Project..., Strategy, Scrum, JavaScript, Microsoft SQL Server, Technical Documentation, Social Media, Content Management, Collaboration Tools, Technical Management, Customer Service, Crowd, Taxonomy, Software Design, SQL Server, Enterprise Collaboration, Groovy, Visual Basic, Active Directory, Technical Analysis, Information Systems..., Application Development, Technical Design, Server Administration, Performance Testing, Wordpress, Add-ons, Sales Management, Video Production, Video Editing
Education
University of North Florida - College of Business Administration 1975 — 1979
Jonathan VanAssen Jonathan VanAssen's Sun Life Financial Experience June 2006 - September 2009
Job Group Sales Representative at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America September 2009 - Present
Sun Life Financial June 2006 - September 2009
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Sales, Employee Benefits, Brokers, Insurance, Underwriting, Group Insurance, Long-term Care, Voluntary Employee..., Critical Illness
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Business Administration (B.B.A.)
UNC Kenan-Flagler Business School
The Guardian Life Insurance Company of America September 2009 - Present
Sun Life Financial June 2006 - September 2009
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Sales, Employee Benefits, Brokers, Insurance, Underwriting, Group Insurance, Long-term Care, Voluntary Employee..., Critical Illness
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Business Administration (B.B.A.)
UNC Kenan-Flagler Business School
Ben Powers ACC's Sun Life Financial Experience 2006 - 2009
Job Leadership Development Consulting
Industry Management Consulting
Experience
Pilothouse Leadership LLC July 2013 - Present
Ben Powers Yacht Racing 2009 - 2012
Time Machine Custom Woodcraft 2009 - 2012
Sun Life Financial 2006 - 2009
Boston Sailing Center 2005 - 2009
MFS Investment Management 2005 - 2006
Skills
Coaching, Sales, Management, Start-ups, Executive Coaching, Personal Development, New Business Development, Boating, Yachting, Marketing, Small Business, Navigation, Workshop Facilitation, Emotional Intelligence, Leadership, Woodworking, Life Coaching, Sports, Maritime, Finish Woodworking, Sailing, Scuba Diving, Alpine Skiing, Sales and Marketing, Entrepreneurship, Team Building, Public Speaking, Leadership Development, Strategic Planning, Consulting, Career Development, Business Strategy, Training
Education
Institute for Professional Excellence in Coaching 2013 — 2013
Certified Professional Coach, Small Business and Venture Coaching
University of New Hampshire 1999 — 2004
Bachelor of Arts (BA), Sports Psychology and Studio Art
Middlebury Union High School 1995 — 1999
High School Diploma
Pilothouse Leadership LLC July 2013 - Present
Ben Powers Yacht Racing 2009 - 2012
Time Machine Custom Woodcraft 2009 - 2012
Sun Life Financial 2006 - 2009
Boston Sailing Center 2005 - 2009
MFS Investment Management 2005 - 2006
Skills
Coaching, Sales, Management, Start-ups, Executive Coaching, Personal Development, New Business Development, Boating, Yachting, Marketing, Small Business, Navigation, Workshop Facilitation, Emotional Intelligence, Leadership, Woodworking, Life Coaching, Sports, Maritime, Finish Woodworking, Sailing, Scuba Diving, Alpine Skiing, Sales and Marketing, Entrepreneurship, Team Building, Public Speaking, Leadership Development, Strategic Planning, Consulting, Career Development, Business Strategy, Training
Education
Institute for Professional Excellence in Coaching 2013 — 2013
Certified Professional Coach, Small Business and Venture Coaching
University of New Hampshire 1999 — 2004
Bachelor of Arts (BA), Sports Psychology and Studio Art
Middlebury Union High School 1995 — 1999
High School Diploma
Lauren Ochs Lauren Ochs's Sun Life Financial Experience September 2014 - Present
Job Short Term Disability Claims
Industry Insurance
Experience
Sun Life Financial September 2014 - Present
Fastenal February 2013 - November 2013
Skills
Sales, Sales Operations, Inventory Management, Accounts Payable, Accounts Receivable, Team Management, Customer Service, Customer Support, Customer Oriented
Education
University of New Hampshire 2008 — 2012
Psychology
Sun Life Financial September 2014 - Present
Fastenal February 2013 - November 2013
Skills
Sales, Sales Operations, Inventory Management, Accounts Payable, Accounts Receivable, Team Management, Customer Service, Customer Support, Customer Oriented
Education
University of New Hampshire 2008 — 2012
Psychology
Sherri Drisdelle Sherri Drisdelle's Sun Life Financial Experience July 2007 - April 2009
Job Associate Director, Administrative Applications Service Management & Delivery at Brandeis University
Industry Information Technology and Services
Experience
Brandeis University August 2015 - Present
Brandeis University February 2011 - July 2015
Sun Life Financial July 2007 - April 2009
MetLife December 2004 - June 2006
Canadian Bank Note Company, Limited October 2000 - August 2003
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Process Improvement, Project Management, Systems Analysis, Team Leadership, Business Process, Software Documentation, Leadership, PMP, IT Strategy, Visio, Project Portfolio..., Integration
Education
University of New Brunswick 1988 — 1994
BCS, Computer Science
Brandeis University August 2015 - Present
Brandeis University February 2011 - July 2015
Sun Life Financial July 2007 - April 2009
MetLife December 2004 - June 2006
Canadian Bank Note Company, Limited October 2000 - August 2003
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Process Improvement, Project Management, Systems Analysis, Team Leadership, Business Process, Software Documentation, Leadership, PMP, IT Strategy, Visio, Project Portfolio..., Integration
Education
University of New Brunswick 1988 — 1994
BCS, Computer Science
Dawn Lambert's Sun Life Financial Experience February 1984 - February 1995
Job Owner of "Home Solutions Network" AND Health and Life Director at Keyser Thompson Insurance Agency
Industry Insurance
Experience
Keyser Thompson Insurance Agency November 2011 - Present
Home Solutions Network, LLC April 2003 - Present
Edwards & Kelcey Technologies October 1994 - July 2003
Sun Life Financial February 1984 - February 1995
Skills
Construction Monitoring, Insurance Sales, Business Management, Management, Insurance, Construction Management, Budgets, Marketing, Networking, Finance, Construction, Business Development, Process Scheduler, Time Management, Proposal Writing, Sales, Team Building, Leadership, Program Management, Contract Negotiation, New Business Development, Small Business, Project Management, Training
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Business
Keyser Thompson Insurance Agency November 2011 - Present
Home Solutions Network, LLC April 2003 - Present
Edwards & Kelcey Technologies October 1994 - July 2003
Sun Life Financial February 1984 - February 1995
Skills
Construction Monitoring, Insurance Sales, Business Management, Management, Insurance, Construction Management, Budgets, Marketing, Networking, Finance, Construction, Business Development, Process Scheduler, Time Management, Proposal Writing, Sales, Team Building, Leadership, Program Management, Contract Negotiation, New Business Development, Small Business, Project Management, Training
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Business
Daren MacLaughlin's Sun Life Financial Experience April 2008 - December 2011
Job Senior Vice President
Industry Financial Services
Experience
Jeffrey Matthews Financial July 2015 - Present
Genworth Financial January 2012 - July 2015
Sun Life Financial April 2008 - December 2011
MFS Investment Management April 1999 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Series 63, Series 65, Insurance, Series 7, Mutual Funds, Retirement, ETFs, Retirement Planning, Long-term Care, Asset Allocation, IRAs, Alternative Investments, Life Insurance, Wealth Management, Investments, Sales, Uniform Combined State..., Financial Advisory, Securities, Financial Services, Investment Advisory, Investment Management, Strategic Financial..., Team Building, Term Life Insurance, Relationship Management, Salesforce.com, Sales Management, Variable Annuities, Fixed Annuities, FINRA, Financial Planning
Education
University of New Hampshire 1993 — 1997
Jeffrey Matthews Financial July 2015 - Present
Genworth Financial January 2012 - July 2015
Sun Life Financial April 2008 - December 2011
MFS Investment Management April 1999 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Series 63, Series 65, Insurance, Series 7, Mutual Funds, Retirement, ETFs, Retirement Planning, Long-term Care, Asset Allocation, IRAs, Alternative Investments, Life Insurance, Wealth Management, Investments, Sales, Uniform Combined State..., Financial Advisory, Securities, Financial Services, Investment Advisory, Investment Management, Strategic Financial..., Team Building, Term Life Insurance, Relationship Management, Salesforce.com, Sales Management, Variable Annuities, Fixed Annuities, FINRA, Financial Planning
Education
University of New Hampshire 1993 — 1997
Timothy Turcotte Timothy Turcotte's Sun Life Financial Experience August 2002 - May 2004
Job Seeking employment
Industry Human Resources
Experience
Online Buddies, Inc. August 2004 - April 2006
Sun Life Financial August 2002 - May 2004
Commonwealth of Massachusetts January 1999 - June 2001
Skills
International Sales, Telecommunications, Customer Satisfaction, Team Building, Human Resources, Sales Management, Call Centers, Sales, Account Management, Customer Retention, Direct Sales, Customer Service, New Business Development, Networking, Cold Calling, B2B, Management, Marketing, Training, Business Development, Salesforce.com, Employee Relations, Sales Operations, Team Leadership, CRM, Business Strategy, Microsoft Office, Sales Process, Strategic Partnerships, Vendor Management, Recruiting, Marketing Strategy, Strategy, Leadership, Operations Management, Selling, Contract Negotiation, Coaching, Forecasting, Cross-functional Team..., Performance Management, Leadership Development
Education
University of New Hampshire 1980 — 1982
Associate's degree, Food Service Management
Oyster River High School 1976 — 1980
Online Buddies, Inc. August 2004 - April 2006
Sun Life Financial August 2002 - May 2004
Commonwealth of Massachusetts January 1999 - June 2001
Skills
International Sales, Telecommunications, Customer Satisfaction, Team Building, Human Resources, Sales Management, Call Centers, Sales, Account Management, Customer Retention, Direct Sales, Customer Service, New Business Development, Networking, Cold Calling, B2B, Management, Marketing, Training, Business Development, Salesforce.com, Employee Relations, Sales Operations, Team Leadership, CRM, Business Strategy, Microsoft Office, Sales Process, Strategic Partnerships, Vendor Management, Recruiting, Marketing Strategy, Strategy, Leadership, Operations Management, Selling, Contract Negotiation, Coaching, Forecasting, Cross-functional Team..., Performance Management, Leadership Development
Education
University of New Hampshire 1980 — 1982
Associate's degree, Food Service Management
Oyster River High School 1976 — 1980
Andre Gratton's Sun Life Financial Experience July 2009 - August 2011
Job LEADER FOCUSSED ON TRANSFORMATION, TALENT AND PROGRAM MANAGEMENT
Industry Insurance
Experience
RSA CANADA May 2012 - July 2015
Sun Life Financial July 2009 - August 2011
Sunlife Financial January 2005 - July 2009
Hudson Resources September 2003 - January 2005
Sun Life Financial May 2000 - July 2003
Baxter International Inc. January 1997 - May 2000
SunLife Financial January 1990 - May 2000
Workplace Safety and Insurance Board (WSIB) January 1995 - December 1996
Magna International January 1994 - December 1995
Skills
Change Management, Customer Focus, Talent Acquisition, Talent Management, Compensation, Benefits, Employee Benefits, Employee Relations, Engagement, Succession Planning, Onboarding, Recruitment/Retention, HR Strategy, HR Consulting, HRIS, Performance Management
Education
University of Ottawa
University of Ottawa / Université d'Ottawa
RSA CANADA May 2012 - July 2015
Sun Life Financial July 2009 - August 2011
Sunlife Financial January 2005 - July 2009
Hudson Resources September 2003 - January 2005
Sun Life Financial May 2000 - July 2003
Baxter International Inc. January 1997 - May 2000
SunLife Financial January 1990 - May 2000
Workplace Safety and Insurance Board (WSIB) January 1995 - December 1996
Magna International January 1994 - December 1995
Skills
Change Management, Customer Focus, Talent Acquisition, Talent Management, Compensation, Benefits, Employee Benefits, Employee Relations, Engagement, Succession Planning, Onboarding, Recruitment/Retention, HR Strategy, HR Consulting, HRIS, Performance Management
Education
University of Ottawa
University of Ottawa / Université d'Ottawa
SungJoo Ann's Sun Life Financial Experience June 2015 - August 2015
Job Relationship Manager
Industry Financial Services
Experience
Sun Life Financial June 2015 - August 2015
Fredericton Christian Academy September 2014 - June 2015
Sun Life Financial July 2014 - June 2015
Costco Wholesale April 2013 - August 2013
Boston Pizza June 2011 - November 2011
Regal Realty April 2011 - June 2011
Skills
Sales, Customer Service, Market Research, Social Networking, Time Management, Insurance, Mutual Funds, Team Leadership, Marketing Communications, Multilingual, Microsoft Office
Education
University of New Brunswick 2011 — 2014
Bachelor of Business Administration (BBA), Marketing & Economics
Western University 2010 — 2011
Pre-Medicine/Pre-Medical Studies
Fredericton Christian Academy 2006 — 2010
High School
Sun Life Financial June 2015 - August 2015
Fredericton Christian Academy September 2014 - June 2015
Sun Life Financial July 2014 - June 2015
Costco Wholesale April 2013 - August 2013
Boston Pizza June 2011 - November 2011
Regal Realty April 2011 - June 2011
Skills
Sales, Customer Service, Market Research, Social Networking, Time Management, Insurance, Mutual Funds, Team Leadership, Marketing Communications, Multilingual, Microsoft Office
Education
University of New Brunswick 2011 — 2014
Bachelor of Business Administration (BBA), Marketing & Economics
Western University 2010 — 2011
Pre-Medicine/Pre-Medical Studies
Fredericton Christian Academy 2006 — 2010
High School
Sandy MacCrimmon Sandy MacCrimmon's Sun Life Financial Experience March 2003 - Present
Job Financial Centre Resource Team Leader at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2003 - Present
Sun Life Financial 2001 - March 2003
Sun Life Financial September 1998 - 2001
MetLife April 1989 - September 1998
Skills
Training, Leadership, Coaching, Insurance, Customer Service, Social Media, Team Building, Life Insurance, Technology, critical illness, Office Administration, mentoring, Critical Illness, Disability Insurance, Performance Management, Management, Retirement Planning, Mutual Funds, Fixed Annuities, Time Management, Health Insurance, Term Life Insurance, Employee Training, Finance, Wealth Management, Wealth Accumulation, Financial Services, Strategic Financial..., Retirement, Employee Benefits, Wealth, Financial Advisory, Sales, Financial Planners, Estate Planning, Pensions, Risk Management, Mortgage Lending, Relationship Management, Universal Life, Retirement Savings, Investments, Long Term Care Insurance
Education
University of Ottawa 1985 — 1988
Bachelor of Social Science, Sociology
Sun Life Financial March 2003 - Present
Sun Life Financial 2001 - March 2003
Sun Life Financial September 1998 - 2001
MetLife April 1989 - September 1998
Skills
Training, Leadership, Coaching, Insurance, Customer Service, Social Media, Team Building, Life Insurance, Technology, critical illness, Office Administration, mentoring, Critical Illness, Disability Insurance, Performance Management, Management, Retirement Planning, Mutual Funds, Fixed Annuities, Time Management, Health Insurance, Term Life Insurance, Employee Training, Finance, Wealth Management, Wealth Accumulation, Financial Services, Strategic Financial..., Retirement, Employee Benefits, Wealth, Financial Advisory, Sales, Financial Planners, Estate Planning, Pensions, Risk Management, Mortgage Lending, Relationship Management, Universal Life, Retirement Savings, Investments, Long Term Care Insurance
Education
University of Ottawa 1985 — 1988
Bachelor of Social Science, Sociology
Taha Al-dabagh, CFP's Sun Life Financial Experience January 2015 - Present
Job Recruiting Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial October 2010 - January 2015
Sun Life Financial September 2008 - October 2010
Skills
Selling Skills, Strategic Financial..., Mutual Funds, Insurance, Investments, Team Leadership, Leadership, New Business Development, Retirement Planning, Management, Training, Recruiting, Finance, Financial Advisory, Critical Illness, Retirement, Wealth Management, Financial Services, Life Insurance, Disability Insurance, Financial Planners, Financial Planning, Sales
Education
Financial Planning Standards Council (FPSC) 2009 — 2010
CFP
Algonquin College 2005 — 2008
Business, Finance
University of Ottawa / Université d'Ottawa
Sun Life Financial January 2015 - Present
Sun Life Financial October 2010 - January 2015
Sun Life Financial September 2008 - October 2010
Skills
Selling Skills, Strategic Financial..., Mutual Funds, Insurance, Investments, Team Leadership, Leadership, New Business Development, Retirement Planning, Management, Training, Recruiting, Finance, Financial Advisory, Critical Illness, Retirement, Wealth Management, Financial Services, Life Insurance, Disability Insurance, Financial Planners, Financial Planning, Sales
Education
Financial Planning Standards Council (FPSC) 2009 — 2010
CFP
Algonquin College 2005 — 2008
Business, Finance
University of Ottawa / Université d'Ottawa
Brad Nieland Brad Nieland's Sun Life Financial Experience August 2014 - Present
Job VP, Medical Stop Loss at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial November 2012 - August 2014
Cigna Investment Management September 2011 - November 2012
CIGNA April 2009 - September 2011
CIGNA Healthcare July 2006 - April 2009
CIGNA Healthcare November 2004 - July 2006
CIGNA Healthcare July 2002 - November 2004
Skills
Managed Care, Medicare, Health Insurance, Healthcare, Insurance, Life Insurance, Actuarial Science, Brokers, Underwriting, Reinsurance, Employee Benefits, Disability Insurance, Claim, Access, Pricing, General Insurance, Data Analysis
Education
University of Northern Iowa 2008 — 2012
Bachelor's degree, Actuarial Science and Statistics
Sun Life Financial August 2014 - Present
Sun Life Financial November 2012 - August 2014
Cigna Investment Management September 2011 - November 2012
CIGNA April 2009 - September 2011
CIGNA Healthcare July 2006 - April 2009
CIGNA Healthcare November 2004 - July 2006
CIGNA Healthcare July 2002 - November 2004
Skills
Managed Care, Medicare, Health Insurance, Healthcare, Insurance, Life Insurance, Actuarial Science, Brokers, Underwriting, Reinsurance, Employee Benefits, Disability Insurance, Claim, Access, Pricing, General Insurance, Data Analysis
Education
University of Northern Iowa 2008 — 2012
Bachelor's degree, Actuarial Science and Statistics
Jordan Mamen Jordan Mamen's Sun Life Financial Experience January 2010 - June 2010
Job Business/Salesforce Analyst at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments June 2013 - Present
Mackenzie Investments December 2011 - May 2013
Wonderland Private English Academy August 2010 - August 2011
Sun Life Financial January 2010 - June 2010
Parks Canada May 2007 - August 2007
Skills
Bilingual, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Teamwork, Leadership, PowerPoint, Training, Team Leadership, Microsoft Word, Report Writing, Outlook, Data Analysis
Education
University of Ottawa / Université d'Ottawa 2006 — 2009
B.Comm, Management
Heritage College 2004 — 2006
Commerce, Business
Mackenzie Investments June 2013 - Present
Mackenzie Investments December 2011 - May 2013
Wonderland Private English Academy August 2010 - August 2011
Sun Life Financial January 2010 - June 2010
Parks Canada May 2007 - August 2007
Skills
Bilingual, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Teamwork, Leadership, PowerPoint, Training, Team Leadership, Microsoft Word, Report Writing, Outlook, Data Analysis
Education
University of Ottawa / Université d'Ottawa 2006 — 2009
B.Comm, Management
Heritage College 2004 — 2006
Commerce, Business
DJ Jensen DJ Jensen's Sun Life Financial Experience February 2011 - March 2013
Job President Kingdom Insurance Solutions
Industry Financial Services
Experience
Kingdom Insurance Solutions February 2013 - Present
Sun Life Financial February 2011 - March 2013
Principal Financial Group January 2010 - February 2011
Benefit Connection Inc January 2007 - January 2010
Skills
Insurance, Sales, Account Management, Disability Insurance, Life Insurance, Fixed Annuities, Sales Management, Customer Service, Retirement Planning, Investments, Cold Calling, New Business Development, Retirement, Employee Benefits, Sales Presentations, Health Insurance, Direct Sales, Selling, Salesforce.com
Education
University of Nebraska-Lincoln 1988 — 1990
Business Administration and Management, General
Kingdom Insurance Solutions February 2013 - Present
Sun Life Financial February 2011 - March 2013
Principal Financial Group January 2010 - February 2011
Benefit Connection Inc January 2007 - January 2010
Skills
Insurance, Sales, Account Management, Disability Insurance, Life Insurance, Fixed Annuities, Sales Management, Customer Service, Retirement Planning, Investments, Cold Calling, New Business Development, Retirement, Employee Benefits, Sales Presentations, Health Insurance, Direct Sales, Selling, Salesforce.com
Education
University of Nebraska-Lincoln 1988 — 1990
Business Administration and Management, General
Rick Effer Rick Effer's Sun Life Financial Experience February 2005 - June 2010
Job Vice President, Annuity Planning Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Smith, Moore & Co. July 2010 - December 2012
Sun Life Financial February 2005 - June 2010
Anheuser-Busch Companies, Inc. 1988 - 2002
Anheuser-Busch 1988 - 2002
Skills
Series 7, Series 6, Series 63, Brand Developement, Brand Management, P&L Responsibility, International Sales, Project Management, Financial Services, Consumer Products, Retail Sales, Wholesale, Business Analysis, Country Managers, Business Planning, Sales Promotion, Media Production, Contract Negotiation, National Accounts, Retail Category..., Team Leadership, Client Service Oriented, Training, Series 66, Strategic Planning, Investments, Sales Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Sales, Marketing Strategy, Management, Brand Development, 401k, Account Management, Business Development, Client Services, Asset Allocation, Executive Management, Insurance, Retirement Planning, P, Sales Operations, Pricing, Investment Advisory, Wealth Management, Integrated Marketing, P&L Management, Direct Sales
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA
University of Notre Dame 1983 — 1987
BBA, Finance
St Elizabeth's
St. John's college HS
Morgan Stanley May 2013 - Present
Smith, Moore & Co. July 2010 - December 2012
Sun Life Financial February 2005 - June 2010
Anheuser-Busch Companies, Inc. 1988 - 2002
Anheuser-Busch 1988 - 2002
Skills
Series 7, Series 6, Series 63, Brand Developement, Brand Management, P&L Responsibility, International Sales, Project Management, Financial Services, Consumer Products, Retail Sales, Wholesale, Business Analysis, Country Managers, Business Planning, Sales Promotion, Media Production, Contract Negotiation, National Accounts, Retail Category..., Team Leadership, Client Service Oriented, Training, Series 66, Strategic Planning, Investments, Sales Management, Strategic Financial..., Financial Analysis, Uniform Combined State..., Sales, Marketing Strategy, Management, Brand Development, 401k, Account Management, Business Development, Client Services, Asset Allocation, Executive Management, Insurance, Retirement Planning, P, Sales Operations, Pricing, Investment Advisory, Wealth Management, Integrated Marketing, P&L Management, Direct Sales
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA
University of Notre Dame 1983 — 1987
BBA, Finance
St Elizabeth's
St. John's college HS
Robbin Zrudlo Robbin Zrudlo's Sun Life Financial Experience May 2009 - September 2011
Job HeartMath Coach and Healer
Industry Health, Wellness and Fitness
Experience
Heal & Evolve: A Wellness Solution December 2011 - Present
Garth Bush Financial Services October 2011 - June 2012
Sun Life Financial May 2009 - September 2011
Sun Life May 2007 - May 2009
ASAP Print Management March 2005 - May 2007
Bytown Brigantine Inc February 2002 - March 2005
Skills
Licensed HeartMath Coach, Level 3 Reconnection..., Private Teacher, Group Presenter, Manager of a Non-profit, Business to Business..., Financial Planning, Group Benefits, Life Saver, Health and Wellness, Life Insurance, Strategic Financial..., Employee Benefits, Coaching, B2B, Training, Leadership, Marketing, Recruiting, Critical Illness, Small Business
Education
University of Ottawa 1994 — 1997
Ashbury College
Heal & Evolve: A Wellness Solution December 2011 - Present
Garth Bush Financial Services October 2011 - June 2012
Sun Life Financial May 2009 - September 2011
Sun Life May 2007 - May 2009
ASAP Print Management March 2005 - May 2007
Bytown Brigantine Inc February 2002 - March 2005
Skills
Licensed HeartMath Coach, Level 3 Reconnection..., Private Teacher, Group Presenter, Manager of a Non-profit, Business to Business..., Financial Planning, Group Benefits, Life Saver, Health and Wellness, Life Insurance, Strategic Financial..., Employee Benefits, Coaching, B2B, Training, Leadership, Marketing, Recruiting, Critical Illness, Small Business
Education
University of Ottawa 1994 — 1997
Ashbury College
Peter Souchen, CFP's Sun Life Financial Experience 2009 - 2010
Job Investment & Insurance Advisor
Industry Financial Services
Experience
IIS Financial Group Inc. 2010 - Present
IIS Financial Group / IPC Investment Corporation 2010 - Present
Sun Life Financial 2009 - 2010
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Estate Planning, Financial Planners, Retirement, Investment Advisory, Portfolio Management, Financial Analysis, Financial Advisory, Insurance, Risk Management, Life Insurance, Wealth, Wealth Accumulation, Securities, Critical Illness, Disability Insurance, Asset Management, Asset Allocation, Pensions, Finance, Fixed Annuities, Investment Strategies, Leadership, Financial Services, Financial Planning
Education
University of Ottawa 2003 — 2008
BComm, Finance
IIS Financial Group Inc. 2010 - Present
IIS Financial Group / IPC Investment Corporation 2010 - Present
Sun Life Financial 2009 - 2010
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Estate Planning, Financial Planners, Retirement, Investment Advisory, Portfolio Management, Financial Analysis, Financial Advisory, Insurance, Risk Management, Life Insurance, Wealth, Wealth Accumulation, Securities, Critical Illness, Disability Insurance, Asset Management, Asset Allocation, Pensions, Finance, Fixed Annuities, Investment Strategies, Leadership, Financial Services, Financial Planning
Education
University of Ottawa 2003 — 2008
BComm, Finance
Constance DiPanfilo Constance DiPanfilo's Sun Life Financial Experience October 1999 - August 2004
Job Advancement Coordinator
Industry Higher Education
Experience
Brown University 2005 - Present
Sun Life Financial October 1999 - August 2004
Bio-Rad Laboratories September 1989 - March 1996
Skills
Fundraising, Alumni Relations, Higher Education, Nonprofits, Time Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Brown University 2005 - Present
Sun Life Financial October 1999 - August 2004
Bio-Rad Laboratories September 1989 - March 1996
Skills
Fundraising, Alumni Relations, Higher Education, Nonprofits, Time Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Andrew Sheppard's Sun Life Financial Experience July 2009 - Present
Job President – Sheppard Financial Services | Top Sun Life Advisor | Investments, Insurance, Retirement Planning in Toronto
Industry Financial Services
Experience
Sheppard Financial Services Inc. July 2012 - Present
Sun Life Financial July 2009 - Present
Schulich School of Business September 2007 - April 2009
Citizen Cain Restaurant and Bar December 2001 - August 2006
HESS International Educational Organization 1998 - 2005
Skills
Financial Analysis, Investments, Financial Modeling, Investment Strategies, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Finance, Portfolio Management, Asset Management, Retirement Planning, Valuation, Fixed Income, Risk Management, Capital Markets, Corporate Finance, Equity Research, Insurance, Equities, Financial Services, Alternative Investments, Retirement, Investment Advisory, Estate Planning, Financial Planners, Financial Planning
Education
York University - Schulich School of Business 2007 — 2009
IMBA, Asia Pacific
University of New Brunswick 1994 — 1997
Bachelor of Business Administration, Bachelor of Business Administration
Sheppard Financial Services Inc. July 2012 - Present
Sun Life Financial July 2009 - Present
Schulich School of Business September 2007 - April 2009
Citizen Cain Restaurant and Bar December 2001 - August 2006
HESS International Educational Organization 1998 - 2005
Skills
Financial Analysis, Investments, Financial Modeling, Investment Strategies, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Finance, Portfolio Management, Asset Management, Retirement Planning, Valuation, Fixed Income, Risk Management, Capital Markets, Corporate Finance, Equity Research, Insurance, Equities, Financial Services, Alternative Investments, Retirement, Investment Advisory, Estate Planning, Financial Planners, Financial Planning
Education
York University - Schulich School of Business 2007 — 2009
IMBA, Asia Pacific
University of New Brunswick 1994 — 1997
Bachelor of Business Administration, Bachelor of Business Administration
Simone Morales Simone Morales's Sun Life Financial Experience January 2014 - Present
Job Senior Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2014 - Present
Sun Life Financial July 2011 - Present
Sun Life Financial July 2007 - June 2011
Genworth Financial June 2004 - June 2007
Skills
Relationship Management, Sales, Employee Benefits, Insurance, Health Insurance, Strategic Planning, Account Management, Customer Service, CRM, Underwriting, Customer Retention, Management, Sales Management, Leadership, Selling, Cold Calling
Education
University of North Carolina at Chapel Hill 2000 — 2004
Sun Life Financial January 2014 - Present
Sun Life Financial July 2011 - Present
Sun Life Financial July 2007 - June 2011
Genworth Financial June 2004 - June 2007
Skills
Relationship Management, Sales, Employee Benefits, Insurance, Health Insurance, Strategic Planning, Account Management, Customer Service, CRM, Underwriting, Customer Retention, Management, Sales Management, Leadership, Selling, Cold Calling
Education
University of North Carolina at Chapel Hill 2000 — 2004
Lindsay Khan Lindsay Khan's Sun Life Financial Experience May 2008 - August 2008
Job Marketing Automation Specialist at Perkuto
Industry Marketing and Advertising
Experience
Perkuto January 2015 - Present
Customer Expressions January 2010 - January 2015
Newcap Radio May 2009 - January 2010
Sun Life Financial May 2008 - August 2008
Skills
SEO, SEM, Email Marketing, Wordpress, InDesign, Editing, Writing, Press Release Creation, Social Media, Corporate Blogging, Google Adwords, Webinars, Marketo, Mailchimp, Trade Shows, Google Analytics, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Honors Bachelor of Commerce, Marketing Option, Marketing, Business
St. Mary Catholic High School 2001 — 2005
Perkuto January 2015 - Present
Customer Expressions January 2010 - January 2015
Newcap Radio May 2009 - January 2010
Sun Life Financial May 2008 - August 2008
Skills
SEO, SEM, Email Marketing, Wordpress, InDesign, Editing, Writing, Press Release Creation, Social Media, Corporate Blogging, Google Adwords, Webinars, Marketo, Mailchimp, Trade Shows, Google Analytics, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Honors Bachelor of Commerce, Marketing Option, Marketing, Business
St. Mary Catholic High School 2001 — 2005
Brandon Roy, CPA, CMA Brandon Roy, CPA, CMA's Sun Life Financial Experience July 2012 - October 2013
Job Senior Internal Auditor at TD
Industry Accounting
Experience
TD March 2015 - Present
EY November 2013 - March 2015
Sun Life Financial July 2012 - October 2013
Department of Justice Canada September 2011 - August 2012
Government of Canada June 2008 - June 2011
Skills
Financial Planning, Financial Analysis, Financial Reporting, Pivot Tables, Macros, Vlookup, PowerPoint, SAP, Strategic Thinking, Team Leadership, Problem Solving, Decision Making, Development of Training..., Developing of Processes..., Financial Modeling, Cash Management, Variance Analysis, Corporate Finance, Accounting, Auditing, Forecasting, Account Reconciliation, Internal Audit, Risk Management, General Ledger, Budgets
Education
CMA Ontario 2008 — 2011
Certified Management Accountant (CMA) Designation, Accounting
University of Ottawa / Université d'Ottawa 2003 — 2008
Bachelor of Commerce, Finance
TD March 2015 - Present
EY November 2013 - March 2015
Sun Life Financial July 2012 - October 2013
Department of Justice Canada September 2011 - August 2012
Government of Canada June 2008 - June 2011
Skills
Financial Planning, Financial Analysis, Financial Reporting, Pivot Tables, Macros, Vlookup, PowerPoint, SAP, Strategic Thinking, Team Leadership, Problem Solving, Decision Making, Development of Training..., Developing of Processes..., Financial Modeling, Cash Management, Variance Analysis, Corporate Finance, Accounting, Auditing, Forecasting, Account Reconciliation, Internal Audit, Risk Management, General Ledger, Budgets
Education
CMA Ontario 2008 — 2011
Certified Management Accountant (CMA) Designation, Accounting
University of Ottawa / Université d'Ottawa 2003 — 2008
Bachelor of Commerce, Finance
Joe Lyman Joe Lyman's Sun Life Financial Experience June 2013 - Present
Job Director, Operational Risk Management at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial October 2011 - Present
Sun Life Financial March 2010 - October 2011
Sun Life Financial 2009 - March 2010
Sun Life Financial 2006 - 2009
Skills
People Management, Project Management, Financial Control, Financial Accounting, Compliance Management, Tax Reporting, Reinsurance, Health Insurance, Disability Insurance, Insurance Claims, Commission, Business Continuity, Access Management, Contract Management, Privacy Law, Privacy Policies, Fraud Investigations, Fraud Prevention, Insurance Fraud, Legislative Analysis, Regulatory Analysis, Compliance Audits, Records Management, Money Laundering, Insurance, Fraud, Management, Enterprise Risk..., Finance, AML, Operational Risk, Risk Management, Portfolio Management, Financial Risk, Internal Controls, Governance, Pensions, Business Analysis
Education
University of Waterloo 2000 — 2005
Master's of Arts, Applied Health Sciences
University of Ottawa / Université d'Ottawa
Bachelor of Arts (BA)
LOMA: Life Office Management Association
Sun Life Financial June 2013 - Present
Sun Life Financial October 2011 - Present
Sun Life Financial March 2010 - October 2011
Sun Life Financial 2009 - March 2010
Sun Life Financial 2006 - 2009
Skills
People Management, Project Management, Financial Control, Financial Accounting, Compliance Management, Tax Reporting, Reinsurance, Health Insurance, Disability Insurance, Insurance Claims, Commission, Business Continuity, Access Management, Contract Management, Privacy Law, Privacy Policies, Fraud Investigations, Fraud Prevention, Insurance Fraud, Legislative Analysis, Regulatory Analysis, Compliance Audits, Records Management, Money Laundering, Insurance, Fraud, Management, Enterprise Risk..., Finance, AML, Operational Risk, Risk Management, Portfolio Management, Financial Risk, Internal Controls, Governance, Pensions, Business Analysis
Education
University of Waterloo 2000 — 2005
Master's of Arts, Applied Health Sciences
University of Ottawa / Université d'Ottawa
Bachelor of Arts (BA)
LOMA: Life Office Management Association
Vital Adam Vital Adam's Sun Life Financial Experience 1993 - 1999
Job Public relations practitioner Digital & Social Media
Industry Public Relations and Communications
Experience
Vital Adam PRP September 2015 - Present
Deloitte Canada 2011 - 2015
Brother Canada 2009 - 2010
Assemblée nationale du Québec - Quebec National Assembly 2008 - 2009
Vital Adam - Strategic Communications 2006 - 2008
Porter Novelli 2003 - 2006
Bell Canada 2000 - 2003
Sun Life Financial 1993 - 1999
Jeune Chambre de commerce de Montréal 1994 - 1997
Skills
Corporate Communications, Media Relations, Public Relations, Social Media, Marketing Communications, International Relations, Management, Internal Communications, Strategic Communications, Crisis Communications, Event Management, Strategic Planning, Marketing Strategy, Press Releases, Public Speaking, Online Advertising, SEO, Social Media Marketing, Project Management, Marketing, Leadership, Event Planning, Speech Writing, Strategy, Community Development, Communication..., Communication..., Relations publiques, Relations média, Réseaux sociaux, Stratégie
Education
University of Ottawa 1981 — 1986
Bachelor’s Degree, Politic & Communication
Vital Adam PRP September 2015 - Present
Deloitte Canada 2011 - 2015
Brother Canada 2009 - 2010
Assemblée nationale du Québec - Quebec National Assembly 2008 - 2009
Vital Adam - Strategic Communications 2006 - 2008
Porter Novelli 2003 - 2006
Bell Canada 2000 - 2003
Sun Life Financial 1993 - 1999
Jeune Chambre de commerce de Montréal 1994 - 1997
Skills
Corporate Communications, Media Relations, Public Relations, Social Media, Marketing Communications, International Relations, Management, Internal Communications, Strategic Communications, Crisis Communications, Event Management, Strategic Planning, Marketing Strategy, Press Releases, Public Speaking, Online Advertising, SEO, Social Media Marketing, Project Management, Marketing, Leadership, Event Planning, Speech Writing, Strategy, Community Development, Communication..., Communication..., Relations publiques, Relations média, Réseaux sociaux, Stratégie
Education
University of Ottawa 1981 — 1986
Bachelor’s Degree, Politic & Communication
Ashley Avolio Ashley Avolio's Sun Life Financial Experience June 2014 - Present
Job Group Service Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial April 2011 - Present
Sun Life Financial February 2010 - March 2011
Sun Life Financial September 2009 - February 2010
Skills
Recruiting, Human Resources, Sourcing, Negotiation, Applicant Tracking..., Consulting, Interviewing Skills, Social Media, Passive Candidate..., CRM, Leadership, Sales, Financial Services, Personnel Management, Management, Training, Talent Acquisition, Temporary Staffing, Taleo, Technical Recruiting, Employee Benefits, Executive Search, Talent Management, Contract Recruitment, Employee Engagement, Performance Management
Education
University of Ottawa 2006 — 2009
Honours Bachelor of Commerce, Specialization in Human Resources
Sun Life Financial June 2014 - Present
Sun Life Financial April 2011 - Present
Sun Life Financial February 2010 - March 2011
Sun Life Financial September 2009 - February 2010
Skills
Recruiting, Human Resources, Sourcing, Negotiation, Applicant Tracking..., Consulting, Interviewing Skills, Social Media, Passive Candidate..., CRM, Leadership, Sales, Financial Services, Personnel Management, Management, Training, Talent Acquisition, Temporary Staffing, Taleo, Technical Recruiting, Employee Benefits, Executive Search, Talent Management, Contract Recruitment, Employee Engagement, Performance Management
Education
University of Ottawa 2006 — 2009
Honours Bachelor of Commerce, Specialization in Human Resources
Ngo-Lien Quach Ngo-Lien Quach's Sun Life Financial Experience 2003 - 2007
Job Senior Resource Manager
Industry Information Technology and Services
Experience
Veritaaq April 2010 - Present
Nisha Technologies Inc. June 2009 - March 2010
Maplesoft Group 2007 - 2008
Sun Life Financial 2003 - 2007
Skills
Requirements Analysis, SDLC, Business Analysis, Business Intelligence, Integration, Requirements Gathering, SharePoint, Vendor Management, Software Development, Project Management, Professional Services, CRM, Visio, Team Leadership, Program Management, Databases, .NET, Agile Methodologies, Business Process, Business Process..., Change Management, Consulting, Enterprise Architecture, ITIL, Information Technology, JavaScript, Management, Microsoft SQL Server, Oracle, Recruiting, Resource Management, SQL, Software Documentation, Solution Architecture, Systems Analysis, Technical Recruiting, Testing, XML
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
B.Soc. Sc
Veritaaq April 2010 - Present
Nisha Technologies Inc. June 2009 - March 2010
Maplesoft Group 2007 - 2008
Sun Life Financial 2003 - 2007
Skills
Requirements Analysis, SDLC, Business Analysis, Business Intelligence, Integration, Requirements Gathering, SharePoint, Vendor Management, Software Development, Project Management, Professional Services, CRM, Visio, Team Leadership, Program Management, Databases, .NET, Agile Methodologies, Business Process, Business Process..., Change Management, Consulting, Enterprise Architecture, ITIL, Information Technology, JavaScript, Management, Microsoft SQL Server, Oracle, Recruiting, Resource Management, SQL, Software Documentation, Solution Architecture, Systems Analysis, Technical Recruiting, Testing, XML
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
B.Soc. Sc
JoHannah Langley JoHannah Langley's Sun Life Financial Experience August 2012 - Present
Job Senior Benefits Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2012 - Present
Children's Hospital Boston September 2011 - August 2012
Children's Hospital of Boston September 2011 - August 2012
Partners HealthCare May 2010 - September 2011
Wentworth Douglas Hospital January 2010 - June 2010
University of New Hampshire January 2009 - June 2009
University of New Hampshire September 2006 - June 2007
Oak Point Associates 2004 - 2006
Skills
SPSS, Healthcare, Hospitals, Data Analysis, Public Health, Research, PowerPoint, Outlook, Clinical Research, Public Speaking, Microsoft Excel, Microsoft Word
Education
University of New Hampshire 2006 — 2011
Bachelor of Science, Health Management and Policy
University of New Hampshire 2006 — 2011
Bachelors of Business Administration, Minor: Business Administration
Sun Life Financial August 2012 - Present
Children's Hospital Boston September 2011 - August 2012
Children's Hospital of Boston September 2011 - August 2012
Partners HealthCare May 2010 - September 2011
Wentworth Douglas Hospital January 2010 - June 2010
University of New Hampshire January 2009 - June 2009
University of New Hampshire September 2006 - June 2007
Oak Point Associates 2004 - 2006
Skills
SPSS, Healthcare, Hospitals, Data Analysis, Public Health, Research, PowerPoint, Outlook, Clinical Research, Public Speaking, Microsoft Excel, Microsoft Word
Education
University of New Hampshire 2006 — 2011
Bachelor of Science, Health Management and Policy
University of New Hampshire 2006 — 2011
Bachelors of Business Administration, Minor: Business Administration
Teresa Vanga Teresa Vanga's Sun Life Financial Experience May 2009 - December 2011
Job
Industry Real Estate
Experience
Allied Appraisal Assoc. of NE, Inc. November 2012 - April 2014
United Appraisal Group August 2012 - November 2012
Unum January 2012 - August 2012
Sun Life Financial May 2009 - December 2011
Loomis, Sayles & Company July 2007 - May 2009
Sun Life Financial June 2002 - March 2007
Skills
Valuation, Financial Modeling, Commercial Real Estate, Appraisals, Investment Properties, Real Estate Economics, Finance, Real Estate Transactions, Real Estate Development, Asset Management, Leases, Real Estate, DCF Valuation, Feasibility Studies
Education
Appraisal Institute
University of New Hampshire
Bachelor of Arts, Mathematics
Allied Appraisal Assoc. of NE, Inc. November 2012 - April 2014
United Appraisal Group August 2012 - November 2012
Unum January 2012 - August 2012
Sun Life Financial May 2009 - December 2011
Loomis, Sayles & Company July 2007 - May 2009
Sun Life Financial June 2002 - March 2007
Skills
Valuation, Financial Modeling, Commercial Real Estate, Appraisals, Investment Properties, Real Estate Economics, Finance, Real Estate Transactions, Real Estate Development, Asset Management, Leases, Real Estate, DCF Valuation, Feasibility Studies
Education
Appraisal Institute
University of New Hampshire
Bachelor of Arts, Mathematics
Sarah Duquette Sarah Duquette's Sun Life Financial Experience October 2012 - July 2014
Job Senior Administrative Assistant at BMO Capital Markets
Industry Public Relations and Communications
Experience
BMO Capital Markets August 2014 - Present
UMM Entertainment August 2011 - Present
Sun Life Financial October 2012 - July 2014
BCBG Max Azria June 2011 - August 2012
Skills
Multitasking Skills, Social Networking, Interpersonal..., Computers, Event Planning, Organization, Development Of..., Customer Service
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
IFSE Institute
Investment Funds Institute of Canada (IFIC) Program
BMO Capital Markets August 2014 - Present
UMM Entertainment August 2011 - Present
Sun Life Financial October 2012 - July 2014
BCBG Max Azria June 2011 - August 2012
Skills
Multitasking Skills, Social Networking, Interpersonal..., Computers, Event Planning, Organization, Development Of..., Customer Service
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
IFSE Institute
Investment Funds Institute of Canada (IFIC) Program
Jamil Jamal Jamil Jamal's Sun Life Financial Experience February 2011 - September 2013
Job Benefits Consultant at HealthSource Plus
Industry Financial Services
Experience
HealthSource Plus January 2015 - Present
ADP September 2013 - December 2014
Sun Life Financial February 2011 - September 2013
TD Bank Group 2010 - 2011
Blake, Cassels & Graydon LLP 2008 - 2010
Skills
Financial Analysis, Wealth Management, Life and Health..., Commercial Banking, Fixed Annuities, Corporate Finance, Retirement Planning, Valuation, Finance, Strategic Financial..., Mutual Funds, Microsoft Excel, Analysis, Risk Management, Portfolio Management, Investments, Banking, Financial Modeling, Estate Planning, Pensions, Customer Service, Insurance, Microsoft Office, Personal Financial..., Life Insurance, Retirement, Business Development, Financial Risk, Capital Markets, Business Analysis, Financial Advisory, Asset Managment, Disability Insurance, Financial Services, Wealth, Securities, Financial Planning
Education
University of Ottawa / Université d'Ottawa 2004 — 2008
Honours Bachelor of Commerce, Business Management
HealthSource Plus January 2015 - Present
ADP September 2013 - December 2014
Sun Life Financial February 2011 - September 2013
TD Bank Group 2010 - 2011
Blake, Cassels & Graydon LLP 2008 - 2010
Skills
Financial Analysis, Wealth Management, Life and Health..., Commercial Banking, Fixed Annuities, Corporate Finance, Retirement Planning, Valuation, Finance, Strategic Financial..., Mutual Funds, Microsoft Excel, Analysis, Risk Management, Portfolio Management, Investments, Banking, Financial Modeling, Estate Planning, Pensions, Customer Service, Insurance, Microsoft Office, Personal Financial..., Life Insurance, Retirement, Business Development, Financial Risk, Capital Markets, Business Analysis, Financial Advisory, Asset Managment, Disability Insurance, Financial Services, Wealth, Securities, Financial Planning
Education
University of Ottawa / Université d'Ottawa 2004 — 2008
Honours Bachelor of Commerce, Business Management
Ann Powell Hibbard Ann Powell Hibbard's Sun Life Financial Experience May 2010 - October 2014
Job Employee Benefits Life and Disability Insurance Product Management
Industry Insurance
Experience
Aetna November 2014 - Present
Sun Life Financial May 2010 - October 2014
Unum January 1998 - May 2010
Atlantic Bank, NA November 1994 - September 1997
Skills
Marketing, Financial Services, Leadership Development, Public Relations, Product Development, Advertising, Sponsorship, Community Development, Disability Insurance, Employee Benefits, Leadership, Call Center, Insurance, Term Life Insurance, Life Insurance, Management, Strategic Planning, Sales, Product Marketing, Event Management, Account Management, Critical Illness, Strategy, Executive Management, Marketing Strategy, Marketing Communications, Direct Marketing, Integrated Marketing, Strategic Financial..., Corporate Communications, Health Insurance, Customer Service, Internal Communications, Mergers & Acquisitions, Training, Program Management, Long-term Care, Brokers, Risk Management, Relationship Management, CRM, Health Care Reform, Banking, Accident, Competitive Analysis, Analytics, Market Research, Email Marketing, Business Relationship..., Strategic Thinking
Education
University of New England 2001 — 2003
B.S., Organizational Leadership
University of Southern Maine 1972 — 1974
A.B.A., Business Management
Aetna November 2014 - Present
Sun Life Financial May 2010 - October 2014
Unum January 1998 - May 2010
Atlantic Bank, NA November 1994 - September 1997
Skills
Marketing, Financial Services, Leadership Development, Public Relations, Product Development, Advertising, Sponsorship, Community Development, Disability Insurance, Employee Benefits, Leadership, Call Center, Insurance, Term Life Insurance, Life Insurance, Management, Strategic Planning, Sales, Product Marketing, Event Management, Account Management, Critical Illness, Strategy, Executive Management, Marketing Strategy, Marketing Communications, Direct Marketing, Integrated Marketing, Strategic Financial..., Corporate Communications, Health Insurance, Customer Service, Internal Communications, Mergers & Acquisitions, Training, Program Management, Long-term Care, Brokers, Risk Management, Relationship Management, CRM, Health Care Reform, Banking, Accident, Competitive Analysis, Analytics, Market Research, Email Marketing, Business Relationship..., Strategic Thinking
Education
University of New England 2001 — 2003
B.S., Organizational Leadership
University of Southern Maine 1972 — 1974
A.B.A., Business Management
Ian Keith, CEBS Ian Keith, CEBS's Sun Life Financial Experience September 2000 - September 2004
Job Employee Benefit Expert at Bennett Insurance Agency
Industry Insurance
Experience
Bennett Insurance Agency May 2015 - Present
Standard Life July 2005 - April 2015
Sun Life Financial September 2000 - September 2004
Great-West Life October 1997 - September 2000
Skills
Employee Benefits, Life Insurance, RESP, Disability Insurance, Critical Illness, RRSP
Education
University of Ottawa / Université d'Ottawa 1993 — 1997
Bachelor of Commerce (B.Com.), Finance
International Foundation of Employee Benefit Plans
Certified Employee Benefit Specialist
AY Jackson HS
AY Jackson HS
Bennett Insurance Agency May 2015 - Present
Standard Life July 2005 - April 2015
Sun Life Financial September 2000 - September 2004
Great-West Life October 1997 - September 2000
Skills
Employee Benefits, Life Insurance, RESP, Disability Insurance, Critical Illness, RRSP
Education
University of Ottawa / Université d'Ottawa 1993 — 1997
Bachelor of Commerce (B.Com.), Finance
International Foundation of Employee Benefit Plans
Certified Employee Benefit Specialist
AY Jackson HS
AY Jackson HS
Chris Engelbert Chris Engelbert's Sun Life Financial Experience 2007 - 2009
Job Enterprise Applications Sales Manager, Cloud ERP at Oracle
Industry Information Technology and Services
Experience
Oracle December 2014 - Present
Oracle April 2013 - December 2014
Oracle June 2011 - April 2013
Columbia Management 2010 - 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2004 - 2007
Maxwell Marketing 2003 - 2004
Skills
Account Management, CRM, Mutual Funds, Business Intelligence, Sales Management, Sales, Sales Operations, Competitive Analysis, Management, Strategy, ERP, Asset Managment, Solution Selling, Relationship Management, Team Management, Leadership, Selling, Enterprise Software, Sales Process, Cold Calling, Direct Sales, Lead Generation, Professional Services, Salesforce.com, Telecommunications, Cloud Computing, Business Development, Strategic Partnerships, Sales Presentations, B2B, Pre-sales, Software Industry, Partner Management, Channel Partners, New Business Development, Demand Generation, SaaS, Key Account Management, Product Management, Business Alliances, Product Marketing, Start-ups, Sales Enablement, Oracle, Complex Sales
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Oracle December 2014 - Present
Oracle April 2013 - December 2014
Oracle June 2011 - April 2013
Columbia Management 2010 - 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2004 - 2007
Maxwell Marketing 2003 - 2004
Skills
Account Management, CRM, Mutual Funds, Business Intelligence, Sales Management, Sales, Sales Operations, Competitive Analysis, Management, Strategy, ERP, Asset Managment, Solution Selling, Relationship Management, Team Management, Leadership, Selling, Enterprise Software, Sales Process, Cold Calling, Direct Sales, Lead Generation, Professional Services, Salesforce.com, Telecommunications, Cloud Computing, Business Development, Strategic Partnerships, Sales Presentations, B2B, Pre-sales, Software Industry, Partner Management, Channel Partners, New Business Development, Demand Generation, SaaS, Key Account Management, Product Management, Business Alliances, Product Marketing, Start-ups, Sales Enablement, Oracle, Complex Sales
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Carrie Childress's Sun Life Financial Experience 2005 - 2007
Job Director, Product Marketing at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew April 2015 - Present
Smith & Nephew February 2014 - Present
Conmed Linvatec March 2012 - February 2014
Smith & Nephew March 2011 - March 2012
Smith & Nephew November 2010 - March 2011
Smith & Nephew June 2008 - November 2010
GlaxoSmithKline 2007 - 2008
Sun Life Financial 2005 - 2007
Skills
Medical Devices, Product Launch, Orthopedic, Operating Room, Capital Equipment, Wound Care, Disposables, Surgeons, Sports Medicine, Selling, Global Marketing, Sales Operations, Market Development, Cold Calling, Sales, Commercialization, Spine, Vascular, Cardiology, Urology, Pharmaceutical Sales, Sales Effectiveness, FDA, Surgical Instruments, Medical Sales, ISO 13485, Orthopedics, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2001 — 2005
B.A., School of Journalism
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Smith & Nephew April 2015 - Present
Smith & Nephew February 2014 - Present
Conmed Linvatec March 2012 - February 2014
Smith & Nephew March 2011 - March 2012
Smith & Nephew November 2010 - March 2011
Smith & Nephew June 2008 - November 2010
GlaxoSmithKline 2007 - 2008
Sun Life Financial 2005 - 2007
Skills
Medical Devices, Product Launch, Orthopedic, Operating Room, Capital Equipment, Wound Care, Disposables, Surgeons, Sports Medicine, Selling, Global Marketing, Sales Operations, Market Development, Cold Calling, Sales, Commercialization, Spine, Vascular, Cardiology, Urology, Pharmaceutical Sales, Sales Effectiveness, FDA, Surgical Instruments, Medical Sales, ISO 13485, Orthopedics, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2001 — 2005
B.A., School of Journalism
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Greg Brand Greg Brand's Sun Life Financial Experience 2001 - 2003
Job AVP and Special Assistant, Direct Channels, Technology, Marketing and People Strategies at TD
Industry Financial Services
Experience
TD May 2015 - Present
TD February 2014 - May 2015
TD Direct Investing (Europe) July 2013 - January 2014
TD April 2010 - June 2013
The Canadian Depository for Securities Limited (CDS) September 2009 - May 2010
The Canadian Depository for Securities 2007 - September 2009
The Canadian Depository for Securities 2005 - 2007
Parliament of Canada 2003 - 2005
Sun Life Financial 2001 - 2003
Sun Life Financial 2000 - 2001
Skills
Strategic Planning, Team Leadership, Business Analysis, Financial Services, Product Management, Securities, Coaching, Banking, Investments, Business Development, Sales, Financial Analysis, Recruiting, Process Improvement, E-commerce, Analysis, Marketing Strategy, Finance, Governance, Performance Management, Strategy, Vendor Management, Business Process..., Relationship Management, Risk Management
Education
University of Ottawa 1990 — 1995
Social Sciences
TD May 2015 - Present
TD February 2014 - May 2015
TD Direct Investing (Europe) July 2013 - January 2014
TD April 2010 - June 2013
The Canadian Depository for Securities Limited (CDS) September 2009 - May 2010
The Canadian Depository for Securities 2007 - September 2009
The Canadian Depository for Securities 2005 - 2007
Parliament of Canada 2003 - 2005
Sun Life Financial 2001 - 2003
Sun Life Financial 2000 - 2001
Skills
Strategic Planning, Team Leadership, Business Analysis, Financial Services, Product Management, Securities, Coaching, Banking, Investments, Business Development, Sales, Financial Analysis, Recruiting, Process Improvement, E-commerce, Analysis, Marketing Strategy, Finance, Governance, Performance Management, Strategy, Vendor Management, Business Process..., Relationship Management, Risk Management
Education
University of Ottawa 1990 — 1995
Social Sciences
Colleen Hutchings MA, CDMP, CBDMA's Sun Life Financial Experience April 2014 - November 2014
Job Director, Organizational Health at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2014 - November 2014
Morneau Shepell Ltd. June 2009 - September 2013
Manulife Financial February 2007 - May 2009
Manulife Financial October 2004 - January 2007
OrionHealth Inc August 2003 - October 2004
OrionHealth Inc July 2002 - August 2003
YMCA Canada 1998 - 2002
Skills
Rehabilitation, Team Leadership, Strategic Planning, Operational Excellence, Strategic Financial..., Disability Insurance, Coaching, Training, Leadership Development, Employee Benefits, Human Resources, Formation, Employee Engagement, Leadership, Insurance, Change Management, Management, Customer Service, Performance Management
Education
University of Northern British Columbia 2004 — 2011
Master's Degree
University of New Brunswick 1994 — 1998
BPE
Sun Life Financial April 2014 - November 2014
Morneau Shepell Ltd. June 2009 - September 2013
Manulife Financial February 2007 - May 2009
Manulife Financial October 2004 - January 2007
OrionHealth Inc August 2003 - October 2004
OrionHealth Inc July 2002 - August 2003
YMCA Canada 1998 - 2002
Skills
Rehabilitation, Team Leadership, Strategic Planning, Operational Excellence, Strategic Financial..., Disability Insurance, Coaching, Training, Leadership Development, Employee Benefits, Human Resources, Formation, Employee Engagement, Leadership, Insurance, Change Management, Management, Customer Service, Performance Management
Education
University of Northern British Columbia 2004 — 2011
Master's Degree
University of New Brunswick 1994 — 1998
BPE
Clinton Bailey Clinton Bailey's Sun Life Financial Experience June 2013 - Present
Job Technology Account Manager at Oracle
Industry Insurance
Experience
Oracle June 2015 - Present
Sun Life Financial June 2013 - Present
Santander Bank, N.A. May 2012 - June 2013
Fidelity Investments June 2010 - May 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of New Hampshire 2008 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire 2004 — 2008
Bachelor's Degree, Political Science and Government
Oracle June 2015 - Present
Sun Life Financial June 2013 - Present
Santander Bank, N.A. May 2012 - June 2013
Fidelity Investments June 2010 - May 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
University of New Hampshire 2008 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire 2004 — 2008
Bachelor's Degree, Political Science and Government
Jenny Ewen's Sun Life Financial Experience June 2014 - Present
Job Manager, HRMS Design and Implementation Compensation at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial June 2014 - Present
CPP Investment Board January 2013 - June 2014
CPP Investment Board September 2008 - January 2013
CPP Investment Board September 2007 - September 2008
CPP Investment Board November 2006 - September 2007
David Aplin Recruiting October 2005 - November 2006
RBC Royal Bank September 2003 - September 2005
Skills
Employee Benefits, Human Resources, Recruiting, Compensation Structures, Compensation Strategies, Deferred Compensation, Global Compensation, Compensation & Benefit, Payroll, Pensions, HRIS, Performance Management, Succession Planning, Workforce Planning, Talent Management, Employee Relations, Talent Acquisition, Onboarding, Employee Engagement, HR Policies, Applicant Tracking..., Personnel Management, HR Consulting, Executive Pay, Workday, Management, Analysis, Salary
Education
WorldatWork 2009 — 2012
GRP, Global Compensation
University of Ottawa / Université d'Ottawa 1999 — 2003
Honours in Bachelor of Commerce, International Business
Sun Life Financial June 2014 - Present
CPP Investment Board January 2013 - June 2014
CPP Investment Board September 2008 - January 2013
CPP Investment Board September 2007 - September 2008
CPP Investment Board November 2006 - September 2007
David Aplin Recruiting October 2005 - November 2006
RBC Royal Bank September 2003 - September 2005
Skills
Employee Benefits, Human Resources, Recruiting, Compensation Structures, Compensation Strategies, Deferred Compensation, Global Compensation, Compensation & Benefit, Payroll, Pensions, HRIS, Performance Management, Succession Planning, Workforce Planning, Talent Management, Employee Relations, Talent Acquisition, Onboarding, Employee Engagement, HR Policies, Applicant Tracking..., Personnel Management, HR Consulting, Executive Pay, Workday, Management, Analysis, Salary
Education
WorldatWork 2009 — 2012
GRP, Global Compensation
University of Ottawa / Université d'Ottawa 1999 — 2003
Honours in Bachelor of Commerce, International Business
Matthew Schroettnig Matthew Schroettnig's Sun Life Financial Experience January 2004 - August 2006
Job LongTerm Sales and Purchases at Bonneville Power Administration
Industry Law Practice
Experience
Bonneville Power Administration May 2013 - Present
Bonneville Power Administration November 2010 - May 2013
University of Oregon August 2009 - June 2010
University of Oregon School of Law August 2007 - May 2010
BPA May 2009 - December 2009
Oregon Department of Justice November 2007 - May 2009
Technology Entrepreneurs Fellowship Program May 2007 - September 2007
Sun Life Financial January 2004 - August 2006
Skills
Corporate Law, Corporate Governance, Estate Planning, Commercial Litigation, Mergers, Mediation, Power Generation, FERC, NERC, WECC, WSPP, Power Systems, Electricity Markets, Strategic Consulting, Contract Writing, Policy Writing, Tax Law, Real Estate, Real Estate Finance, Small Business Law, Corporate Finance, Business Ethics, Legal Ethics, Business Strategy, Business Planning, Contract Litigation, Private Equity, Acquisition Analysis, Negotiation, Litigation, Leadership, Legal Writing, Intellectual Property, Legal Research, Research
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2010
M.B.A.
University of Oregon School of Law 2006 — 2010
J.D.
University of New Hampshire 1999 — 2003
B.A.
Bonneville Power Administration May 2013 - Present
Bonneville Power Administration November 2010 - May 2013
University of Oregon August 2009 - June 2010
University of Oregon School of Law August 2007 - May 2010
BPA May 2009 - December 2009
Oregon Department of Justice November 2007 - May 2009
Technology Entrepreneurs Fellowship Program May 2007 - September 2007
Sun Life Financial January 2004 - August 2006
Skills
Corporate Law, Corporate Governance, Estate Planning, Commercial Litigation, Mergers, Mediation, Power Generation, FERC, NERC, WECC, WSPP, Power Systems, Electricity Markets, Strategic Consulting, Contract Writing, Policy Writing, Tax Law, Real Estate, Real Estate Finance, Small Business Law, Corporate Finance, Business Ethics, Legal Ethics, Business Strategy, Business Planning, Contract Litigation, Private Equity, Acquisition Analysis, Negotiation, Litigation, Leadership, Legal Writing, Intellectual Property, Legal Research, Research
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2010
M.B.A.
University of Oregon School of Law 2006 — 2010
J.D.
University of New Hampshire 1999 — 2003
B.A.
Derek Hayward's Sun Life Financial Experience August 2015 - Present
Job Customer Relationship Management Business Analyst
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial October 2013 - August 2015
Sun Life Financial August 2012 - October 2013
Skills
Leadership, Management, Training, Customer Service, Communication, Microsoft Office, Microsoft Word, Teamwork, Problem Solving, Sales, Restaurants, Analysis
Education
University of New Hampshire 2007 — 2011
Bachelors, Communication, Economics
Sun Life Financial August 2015 - Present
Sun Life Financial October 2013 - August 2015
Sun Life Financial August 2012 - October 2013
Skills
Leadership, Management, Training, Customer Service, Communication, Microsoft Office, Microsoft Word, Teamwork, Problem Solving, Sales, Restaurants, Analysis
Education
University of New Hampshire 2007 — 2011
Bachelors, Communication, Economics
Amy Therrien Amy Therrien's Sun Life Financial Experience October 2005 - Present
Job Sr Manager LTD Claims, National Accounts at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2005 - Present
Broadspire 2001 - 2003
Unum 1999 - 2001
Skills
Health Insurance, Mutual Funds, Employee Benefits, Account Management, Insurance, Claim, Relationship Management, Disability Insurance, Retirement, Customer Service, Leadership, Life Insurance, Process Improvement, Risk Management, Workers Compensation, Underwriting, Claims Management, Term Life Insurance, Sales, Brokers, Long-term Care, Benefits Administration
Education
University of Southern Maine 1996 — 1998
Business Administration and Management, General
University of New Hampshire 1995 — 1996
Business Administration and Management, General
Sun Life Financial October 2005 - Present
Broadspire 2001 - 2003
Unum 1999 - 2001
Skills
Health Insurance, Mutual Funds, Employee Benefits, Account Management, Insurance, Claim, Relationship Management, Disability Insurance, Retirement, Customer Service, Leadership, Life Insurance, Process Improvement, Risk Management, Workers Compensation, Underwriting, Claims Management, Term Life Insurance, Sales, Brokers, Long-term Care, Benefits Administration
Education
University of Southern Maine 1996 — 1998
Business Administration and Management, General
University of New Hampshire 1995 — 1996
Business Administration and Management, General
Jeffrey Gosselin's Sun Life Financial Experience October 2006 - November 2008
Job Sales Executive | Director, National Accounts | District Sales Manager | Top Ranked Performer
Industry Investment Management
Experience
Mutual of America August 2014 - Present
The Fortune Group November 2008 - August 2014
Sun Life Financial October 2006 - November 2008
Sun Life Financial October 2005 - October 2006
Sun Life Financial September 2004 - October 2005
Sun Life Financial September 2003 - September 2004
Skills
National Accounts..., Sales Channel..., Precious / Semi..., Investment Recovery, Procurement, Project Management, Contract Management, Contract Negotiation, Purchasing, Supply Chain Management, Sales Territory..., Brand Marketing, Brand Management, Wire & Cable, Sequoia System, Fusion Presentation, Variable Annuites, Fixed Annuities, RIOS, R2, Wealth Management, Mutual Funds, Retirement Income, Wealth Transfer, Siebel, FINRA Series 6, FINRA Series 63, Life, Hazard & Health, Sales, Series 63, Account Management, Sales Management, Sales Process, Leadership, Cold Calling, Retirement, Sales Operations, Business Development, Management, Lead Generation, Customer Retention, Investments, Insurance, Customer Service, Relationship Management, Finance, Financial Services, Series 6
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2003
Bachelor of Arts (B.A.), Economics
Mutual of America August 2014 - Present
The Fortune Group November 2008 - August 2014
Sun Life Financial October 2006 - November 2008
Sun Life Financial October 2005 - October 2006
Sun Life Financial September 2004 - October 2005
Sun Life Financial September 2003 - September 2004
Skills
National Accounts..., Sales Channel..., Precious / Semi..., Investment Recovery, Procurement, Project Management, Contract Management, Contract Negotiation, Purchasing, Supply Chain Management, Sales Territory..., Brand Marketing, Brand Management, Wire & Cable, Sequoia System, Fusion Presentation, Variable Annuites, Fixed Annuities, RIOS, R2, Wealth Management, Mutual Funds, Retirement Income, Wealth Transfer, Siebel, FINRA Series 6, FINRA Series 63, Life, Hazard & Health, Sales, Series 63, Account Management, Sales Management, Sales Process, Leadership, Cold Calling, Retirement, Sales Operations, Business Development, Management, Lead Generation, Customer Retention, Investments, Insurance, Customer Service, Relationship Management, Finance, Financial Services, Series 6
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2003
Bachelor of Arts (B.A.), Economics
Gregg K. Mullens Gregg K. Mullens's Sun Life Financial Experience 2006 - 2011
Job Dentist
Industry Medical Practice
Experience
Gregg K. Mullens, Pharm.D., D.D.S. October 1987 - Present
Sun Life Financial 2006 - 2011
Genworth Financial 2004 - 2006
G.E. Financial Assurance Co. 2000 - 2004
Phoenix Home LIfe 1998 - 2000
Ralph Gilman Jr., D.D.S. 1985 - 1987
James Reid, D.D.S. 1984 - 1985
Gordmans 1980 - 1984
Osco Drug 1980 - 1984
Eastern Ambulance Company 1974 - 1977
Education
University of Nebraska Medical Center 1980 — 1984
Doctor of Dental Surgery (D.D.S)
University of Nebraska Medical Center 1977 — 1980
Doctor of Pharmacy (Pharm.D.)
University of Nebraska-Lincoln 1974 — 1977
Undergraduate - College of Arts and Sciences
Gregg K. Mullens, Pharm.D., D.D.S. October 1987 - Present
Sun Life Financial 2006 - 2011
Genworth Financial 2004 - 2006
G.E. Financial Assurance Co. 2000 - 2004
Phoenix Home LIfe 1998 - 2000
Ralph Gilman Jr., D.D.S. 1985 - 1987
James Reid, D.D.S. 1984 - 1985
Gordmans 1980 - 1984
Osco Drug 1980 - 1984
Eastern Ambulance Company 1974 - 1977
Education
University of Nebraska Medical Center 1980 — 1984
Doctor of Dental Surgery (D.D.S)
University of Nebraska Medical Center 1977 — 1980
Doctor of Pharmacy (Pharm.D.)
University of Nebraska-Lincoln 1974 — 1977
Undergraduate - College of Arts and Sciences
Meghan Kelly Long Meghan Kelly Long's Sun Life Financial Experience June 2004 - July 2005
Job Surgical Sales Specialist
Industry Medical Devices
Experience
Omeros Corporation December 2014 - Present
Tornier March 2013 - Present
Tornier- High Performance Management System February 2013 - July 2013
OrthoHelix Surgical Designs, Inc. April 2012 - March 2013
Biomet Orthopedics October 2010 - May 2012
Biomet Orthopedics October 2007 - October 2010
Novartis July 2005 - October 2007
Sun Life Financial June 2004 - July 2005
Octagon 2003 - 2004
Skills
Orthopedics, Orthopedic, Medical Devices, Product Launch, Operating Room, Sales Operations, Sales, Cold Calling, Sales Presentations, Sales Process, Surgeons, Urology, Surgery, Hospitals, Healthcare, Sales Management, Sales Force Development, Capital Equipment, Market Development, Leadership, Pharmaceutical Industry, CRM, Marketing, Cardiology, Selling Skills, Surgical Instruments, Selling, Training, Disposables, Neurology, Pharmaceutical Sales, Medical Sales, Spine, Sales Effectiveness, Management
Education
University of North Carolina at Chapel Hill 1999 — 2004
BA, Communication and Exercise Sport Science
Roland Park Country School 1996 — 1999
Omeros Corporation December 2014 - Present
Tornier March 2013 - Present
Tornier- High Performance Management System February 2013 - July 2013
OrthoHelix Surgical Designs, Inc. April 2012 - March 2013
Biomet Orthopedics October 2010 - May 2012
Biomet Orthopedics October 2007 - October 2010
Novartis July 2005 - October 2007
Sun Life Financial June 2004 - July 2005
Octagon 2003 - 2004
Skills
Orthopedics, Orthopedic, Medical Devices, Product Launch, Operating Room, Sales Operations, Sales, Cold Calling, Sales Presentations, Sales Process, Surgeons, Urology, Surgery, Hospitals, Healthcare, Sales Management, Sales Force Development, Capital Equipment, Market Development, Leadership, Pharmaceutical Industry, CRM, Marketing, Cardiology, Selling Skills, Surgical Instruments, Selling, Training, Disposables, Neurology, Pharmaceutical Sales, Medical Sales, Spine, Sales Effectiveness, Management
Education
University of North Carolina at Chapel Hill 1999 — 2004
BA, Communication and Exercise Sport Science
Roland Park Country School 1996 — 1999
Tracy Reinhold Tracy Reinhold's Sun Life Financial Experience February 2014 - Present
Job Director, National Account Practice at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial January 2010 - January 2014
Atlas Group January 2005 - January 2010
Guarantee Life insurance Company 1997 - 2001
Unum 1982 - 1997
Skills
Employee Benefits, Insurance, Sales, Life Insurance, Disability Insurance, Health Insurance, Leadership, Underwriting, Management, Term Life Insurance, Brokers, Long-term Care, Customer Service, Risk Management, Sales Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
BS, BA, Business Administration, Political Science
Sun Life Financial February 2014 - Present
Sun Life Financial January 2010 - January 2014
Atlas Group January 2005 - January 2010
Guarantee Life insurance Company 1997 - 2001
Unum 1982 - 1997
Skills
Employee Benefits, Insurance, Sales, Life Insurance, Disability Insurance, Health Insurance, Leadership, Underwriting, Management, Term Life Insurance, Brokers, Long-term Care, Customer Service, Risk Management, Sales Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
BS, BA, Business Administration, Political Science
Shannon Healy Shannon Healy's Sun Life Financial Experience May 2014 - April 2015
Job Staff Accountant at Rue La La
Industry Financial Services
Experience
Rue La La April 2015 - Present
Sun Life Financial May 2014 - April 2015
New England Footwear, LLC. November 2013 - May 2014
The Place Restaurant April 2008 - August 2013
B2W Software September 2012 - December 2012
Upward Bound January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Finance, Business Management, QuickBooks, CRM databases, Accounting, Invoicing, Data Entry, Teamwork, Time Management, Data Analysis, Social Media, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Management
Rue La La April 2015 - Present
Sun Life Financial May 2014 - April 2015
New England Footwear, LLC. November 2013 - May 2014
The Place Restaurant April 2008 - August 2013
B2W Software September 2012 - December 2012
Upward Bound January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Finance, Business Management, QuickBooks, CRM databases, Accounting, Invoicing, Data Entry, Teamwork, Time Management, Data Analysis, Social Media, Leadership
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Management
Anna Spinola's Sun Life Financial Experience 2009 - October 2011
Job Manager, Global Supplier Management at KPMG
Industry Legal Services
Experience
KPMG October 2011 - Present
Sun Life Financial 2009 - October 2011
Robert Half Legal August 2007 - February 2009
Canadian Institute May 2006 - August 2007
Azevedo & Nelson March 2004 - May 2006
Skills
Negotiation, Procurement, Contract Negotiation, Strategic Sourcing, Strategic Planning, Research, Writing, Editing, Market Research, Contract Management, Licensing, Interviewing, Interviews, Management, Strategy, Leadership, Sourcing, Project Management, Recruiting, Process Improvement, Team Leadership, Analysis, Business Development, Risk Management, Purchasing, Supply Chain, Supply Management
Education
International Association of Contract and Commercial Management 2011 — 2012
Managed Program
University of Ottawa 1998 — 2001
LLB, Law
York University 1992 — 1996
BA,MA, History
KPMG October 2011 - Present
Sun Life Financial 2009 - October 2011
Robert Half Legal August 2007 - February 2009
Canadian Institute May 2006 - August 2007
Azevedo & Nelson March 2004 - May 2006
Skills
Negotiation, Procurement, Contract Negotiation, Strategic Sourcing, Strategic Planning, Research, Writing, Editing, Market Research, Contract Management, Licensing, Interviewing, Interviews, Management, Strategy, Leadership, Sourcing, Project Management, Recruiting, Process Improvement, Team Leadership, Analysis, Business Development, Risk Management, Purchasing, Supply Chain, Supply Management
Education
International Association of Contract and Commercial Management 2011 — 2012
Managed Program
University of Ottawa 1998 — 2001
LLB, Law
York University 1992 — 1996
BA,MA, History
Alvin Mullin's Sun Life Financial Experience 2010 - 2013
Job Senior Project Manager at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain March 2015 - Present
TEKsystems September 2014 - March 2015
Fogline Systems LLC April 2013 - December 2014
Sun LIfe Financial 2010 - 2013
Sun Life Financial 2009 - 2010
Sun Life Financial 2005 - September 2009
Sun Life Financial April 2001 - 2005
GECITS 1998 - 2001
Maritime Information Technology 1996 - 1998
Skills
Project Management, Requirements Analysis, Leadership, Enterprise Architecture, Business Analysis, SDLC, IT Management, IT Operations, IT Strategy, Process Improvement, Incident Management, IT Service Management, Data Center, Integration, Infrastructure, Virtualization, Software Documentation, Disaster Recovery, Business Continuity, Security, Network Security, Vendor Management, Active Directory, VMware, Servers, Troubleshooting, Visio, VMware ESX, Citrix, Cloud Computing, Testing, Databases, Technical Support, System Administration, VMware Infrastructure, DNS, Firewalls, Operating Systems, Switches, Microsoft Technologies, Hardware, DHCP, TCP/IP, Cisco Technologies, Networking, Storage, Group Policy, Project
Education
Strayer University (DC)
Master of Science (MSc), Management Information Systems
University of New Brunswick 1992 — 1995
BCs, Computer Science [Co-op]
University of New Brunswick 1989 — 1992
BBA, Business
Iron Mountain March 2015 - Present
TEKsystems September 2014 - March 2015
Fogline Systems LLC April 2013 - December 2014
Sun LIfe Financial 2010 - 2013
Sun Life Financial 2009 - 2010
Sun Life Financial 2005 - September 2009
Sun Life Financial April 2001 - 2005
GECITS 1998 - 2001
Maritime Information Technology 1996 - 1998
Skills
Project Management, Requirements Analysis, Leadership, Enterprise Architecture, Business Analysis, SDLC, IT Management, IT Operations, IT Strategy, Process Improvement, Incident Management, IT Service Management, Data Center, Integration, Infrastructure, Virtualization, Software Documentation, Disaster Recovery, Business Continuity, Security, Network Security, Vendor Management, Active Directory, VMware, Servers, Troubleshooting, Visio, VMware ESX, Citrix, Cloud Computing, Testing, Databases, Technical Support, System Administration, VMware Infrastructure, DNS, Firewalls, Operating Systems, Switches, Microsoft Technologies, Hardware, DHCP, TCP/IP, Cisco Technologies, Networking, Storage, Group Policy, Project
Education
Strayer University (DC)
Master of Science (MSc), Management Information Systems
University of New Brunswick 1992 — 1995
BCs, Computer Science [Co-op]
University of New Brunswick 1989 — 1992
BBA, Business
Anna E. Sundin LL.B.'s Sun Life Financial Experience 2011 - September 2014
Job Lecturer (parttime) at Algonquin College
Industry Financial Services
Experience
Algonquin College January 2015 - Present
Anna E. Sundin LL.B. Barrister & Solicitor September 2014 - Present
Sun Life Financial 2011 - September 2014
Sundin Law Offices 1993 - 2011
Bar Admissions Course, Law Society of Upper Canada 2002 - 2004
Skills
Estate Planning, Estate Administration, Wills and Trusts, Succession Planning, Incorporation Services, Articles Of..., Shareholder Agreements, Business Planning, Family Mediaton, Small Business, Financial Planning, Retirement Planning, Investments, Retirement, Coaching, Wealth Management, Mutual Funds, Legal Advice, Financial Advisory
Education
University of Toronto 1982 — 1985
Bachelor of Laws (LL.B.)
University of New Brunswick 1979 — 1982
Saint John High School 1976 — 1979
Algonquin College January 2015 - Present
Anna E. Sundin LL.B. Barrister & Solicitor September 2014 - Present
Sun Life Financial 2011 - September 2014
Sundin Law Offices 1993 - 2011
Bar Admissions Course, Law Society of Upper Canada 2002 - 2004
Skills
Estate Planning, Estate Administration, Wills and Trusts, Succession Planning, Incorporation Services, Articles Of..., Shareholder Agreements, Business Planning, Family Mediaton, Small Business, Financial Planning, Retirement Planning, Investments, Retirement, Coaching, Wealth Management, Mutual Funds, Legal Advice, Financial Advisory
Education
University of Toronto 1982 — 1985
Bachelor of Laws (LL.B.)
University of New Brunswick 1979 — 1982
Saint John High School 1976 — 1979
Jean Rivard-Gervais, CFA, MBA's Sun Life Financial Experience March 1998 - September 2002
Job Director Investment Services at CIBC Asset Management
Industry Investment Management
Experience
CIBC Asset Management September 2002 - Present
Sun Life Financial March 1998 - September 2002
Skills
Fixed Income, Equities, Capital Markets, Bloomberg, Investment Strategies, Derivatives, Portfolio Management, Asset Management, Investments, Mutual Funds, Wealth Management, Business Analysis, Financial Markets, Alternative Investments, Options
Education
University of Ottawa
Master of Business Administration (MBA)
Collège Notre-Dame
CIBC Asset Management September 2002 - Present
Sun Life Financial March 1998 - September 2002
Skills
Fixed Income, Equities, Capital Markets, Bloomberg, Investment Strategies, Derivatives, Portfolio Management, Asset Management, Investments, Mutual Funds, Wealth Management, Business Analysis, Financial Markets, Alternative Investments, Options
Education
University of Ottawa
Master of Business Administration (MBA)
Collège Notre-Dame
J.P. Terrones's Sun Life Financial Experience July 2001 - September 2014
Job Actuarial Director, Model Risk Management
Industry Insurance
Experience
Manulife Financial September 2014 - Present
Sun Life Financial July 2001 - September 2014
Skills
Actuarial Science, Insurance, Fixed Annuities, Employee Benefits, Risk Management, Reinsurance
Education
University of Northern Iowa 1998 — 2001
Manulife Financial September 2014 - Present
Sun Life Financial July 2001 - September 2014
Skills
Actuarial Science, Insurance, Fixed Annuities, Employee Benefits, Risk Management, Reinsurance
Education
University of Northern Iowa 1998 — 2001
Philip. Polkinghorn's Sun Life Financial Experience 2001 - 2004
Job President, Americo
Industry Insurance
Experience
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Americo May 2013 - Present
Phoenix Life Insurance Company April 2010 - November 2012
The Phoenix Companies 2004 - November 2012
Sun Life Financial 2001 - 2004
Keyport May 1999 - November 2001
AIG American General December 1996 - May 1999
Allmerica Financial 1993 - 1994
Tillinghast 1983 - 1993
Skills
Insurance, Life Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Investments, Series 6, Financial Services, Indexed Annuities, Series 7, Wealth Management, Portfolio Management, Actuarial Science, Strategic Financial..., Asset Allocation, FINRA, Variable Annuities, Estate Planning, 401k, Securities, Series 63
Education
University of Nebraska-Lincoln 1975 — 1979
Elaine Schreiber's Sun Life Financial Experience July 2013 - Present
Job Client Relationship Executive
Industry Insurance
Experience
Sun Life Financial July 2013 - Present
Ascension Insurance September 2010 - June 2013
Lockton Companies April 2007 - March 2008
Bryant Wharton September 2005 - March 2007
Skills
Account Management, Healthcare, Brokers, Insurance, Marketing, Health Savings Accounts, Customer Service, General Insurance, CRM, Management, Sales, Employee Benefits, Strategy, Underwriting
Education
North Georgia College and State University 2000 — 2003
Bachelor's degree, Marketing
South Forsyth High School
Sun Life Financial July 2013 - Present
Ascension Insurance September 2010 - June 2013
Lockton Companies April 2007 - March 2008
Bryant Wharton September 2005 - March 2007
Skills
Account Management, Healthcare, Brokers, Insurance, Marketing, Health Savings Accounts, Customer Service, General Insurance, CRM, Management, Sales, Employee Benefits, Strategy, Underwriting
Education
North Georgia College and State University 2000 — 2003
Bachelor's degree, Marketing
South Forsyth High School
WEI-JEN KUO's Sun Life Financial Experience August 2010 - March 2012
Job Senior at Ernst & Young
Industry Insurance
Experience
Ernst & Young March 2012 - Present
Sun Life Financial August 2010 - March 2012
Sun Life Financial May 2008 - August 2010
Skills
Actuarial, Embedded Value, Forecasting, Annuity, Insurance, Actuarial Science, VBA, Economic Capital
Education
University of Nebraska-Lincoln 2005 — 2007
MS, Actuarial Science
Ernst & Young March 2012 - Present
Sun Life Financial August 2010 - March 2012
Sun Life Financial May 2008 - August 2010
Skills
Actuarial, Embedded Value, Forecasting, Annuity, Insurance, Actuarial Science, VBA, Economic Capital
Education
University of Nebraska-Lincoln 2005 — 2007
MS, Actuarial Science
Steven Duford's Sun Life Financial Experience 1999 - Present
Job Owner, Sunlife
Industry Financial Services
Experience
Sun Life Financial 1999 - Present
Skills
Disability Insurance, Estate Planning, Life Insurance, Employee Benefits, Critical Illness, Long Term Care Insurance, RRSP, Retirement Planning, Mutual Funds, Certified Financial..., Insurance, Retirement, Financial Planners
Education
University of Ottawa
Sun Life Financial 1999 - Present
Skills
Disability Insurance, Estate Planning, Life Insurance, Employee Benefits, Critical Illness, Long Term Care Insurance, RRSP, Retirement Planning, Mutual Funds, Certified Financial..., Insurance, Retirement, Financial Planners
Education
University of Ottawa
Dan Mueting's Sun Life Financial Experience 1995 - 2000
Job Regional Vice President Dearborn National
Industry Insurance
Experience
Dearborn National January 2009 - Present
Sun Life Financial 1995 - 2000
Unum 1989 - 1996
Education
University of Northern Iowa 1982 — 1986
Dearborn National January 2009 - Present
Sun Life Financial 1995 - 2000
Unum 1989 - 1996
Education
University of Northern Iowa 1982 — 1986
Dena Koutsoupias's Sun Life Financial Experience July 2011 - Present
Job Sr. Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2011 - Present
Sun Life Financial June 2007 - July 2011
Genworth Financial July 2002 - June 2007
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Account Management, Life Insurance, Sales, Customer Service, Brokers, Customer Retention, Leadership, Management, Strategic Planning, Long-term Care
Education
University of North Carolina at Charlotte 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Sun Life Financial July 2011 - Present
Sun Life Financial June 2007 - July 2011
Genworth Financial July 2002 - June 2007
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Account Management, Life Insurance, Sales, Customer Service, Brokers, Customer Retention, Leadership, Management, Strategic Planning, Long-term Care
Education
University of North Carolina at Charlotte 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
KatieJo Forman's Sun Life Financial Experience July 2013 - Present
Job Relationship Management Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial October 2011 - July 2013
Sun Life Financial October 2009 - October 2011
Sun Life Financial November 2007 - October 2009
Sun Life Financial May 2005 - November 2007
Skills
Group Insurance, Project Management, Insurance, Leadership, Mutual Funds, Retirement, Life Insurance, Fixed Annuities, Financial Services
Education
University of New Hampshire 1999 — 2003
Bachelors, Finance and Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Sun Life Financial July 2013 - Present
Sun Life Financial October 2011 - July 2013
Sun Life Financial October 2009 - October 2011
Sun Life Financial November 2007 - October 2009
Sun Life Financial May 2005 - November 2007
Skills
Group Insurance, Project Management, Insurance, Leadership, Mutual Funds, Retirement, Life Insurance, Fixed Annuities, Financial Services
Education
University of New Hampshire 1999 — 2003
Bachelors, Finance and Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Jordan Benham's Sun Life Financial Experience March 2008 - January 2009
Job Business Development Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
LPL Financial July 2010 - December 2012
First Legacy Partners June 2009 - October 2009
Sun Life Financial March 2008 - January 2009
TIAA-CREF June 2006 - August 2006
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2007
B.S., Business Management
LPL Financial January 2013 - Present
LPL Financial July 2010 - December 2012
First Legacy Partners June 2009 - October 2009
Sun Life Financial March 2008 - January 2009
TIAA-CREF June 2006 - August 2006
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2003 — 2007
B.S., Business Management
Natalie Julien's Sun Life Financial Experience 2000 - Present
Job Senior Consultant, Program Management for Disability Insurance of the Fed. Gvt ; Fitness & Cycle Instructor
Industry Insurance
Experience
Sun Life Financial 2000 - Present
Movati Athletic 2010 - Present
City of Ottawa 2007 - Present
Skills
Coaching, Customer Service, Disability Insurance, Event Planning, Fitness, Insurance, Leadership, Nutrition, Public Speaking, Strategic Planning, Team Leadership, Training, Wellness
Education
University of Ottawa / Université d'Ottawa
Bachelor of Science (Human Kinetics)
Sun Life Financial 2000 - Present
Movati Athletic 2010 - Present
City of Ottawa 2007 - Present
Skills
Coaching, Customer Service, Disability Insurance, Event Planning, Fitness, Insurance, Leadership, Nutrition, Public Speaking, Strategic Planning, Team Leadership, Training, Wellness
Education
University of Ottawa / Université d'Ottawa
Bachelor of Science (Human Kinetics)
Austin Marquis's Sun Life Financial Experience 2005 - 2007
Job Regional Vice President at SunAmerica Mutual Funds
Industry Financial Services
Experience
SunAmerica Mutual Funds January 2013 - Present
Prudential Financial July 2007 - December 2012
Sun Life Financial 2005 - 2007
Skills
Series 63, Series 6, Retirement, Mutual Funds, Variable Annuities, Retirement Planning
Education
University of New Hampshire 1999 — 2003
BS, Business Administration
SunAmerica Mutual Funds January 2013 - Present
Prudential Financial July 2007 - December 2012
Sun Life Financial 2005 - 2007
Skills
Series 63, Series 6, Retirement, Mutual Funds, Variable Annuities, Retirement Planning
Education
University of New Hampshire 1999 — 2003
BS, Business Administration
Damon Kilgore's Sun Life Financial Experience 1993 - 1998
Job Principal Software Engineer at Pegasystems
Industry Information Technology and Services
Experience
Pegasystems July 2012 - Present
Charles River Development October 2010 - July 2012
Fidelity Investments October 2006 - October 2010
CellExchange 2006 - 2006
Autodesk 1998 - 2006
Sun Life Financial 1993 - 1998
Hydratec, Inc June 1988 - October 1993
Skills
ClearCase, Spring, Agile, JSP, Scrum, Java, Software Development, Web Applications, SQL, Linux, SOA, SDLC, Object Oriented Design, Requirements Analysis, J2EE, Design Patterns, Ant, JDBC, Struts, JUnit, Testing, Agile Methodologies, Tomcat, Java Enterprise Edition, Software Engineering, XML, Eclipse, Web Services, PL/SQL
Education
University of New Hampshire
Pegasystems July 2012 - Present
Charles River Development October 2010 - July 2012
Fidelity Investments October 2006 - October 2010
CellExchange 2006 - 2006
Autodesk 1998 - 2006
Sun Life Financial 1993 - 1998
Hydratec, Inc June 1988 - October 1993
Skills
ClearCase, Spring, Agile, JSP, Scrum, Java, Software Development, Web Applications, SQL, Linux, SOA, SDLC, Object Oriented Design, Requirements Analysis, J2EE, Design Patterns, Ant, JDBC, Struts, JUnit, Testing, Agile Methodologies, Tomcat, Java Enterprise Edition, Software Engineering, XML, Eclipse, Web Services, PL/SQL
Education
University of New Hampshire
Marc Theriault's Sun Life Financial Experience October 2011 - Present
Job Assistant Vice President at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial February 2008 - October 2011
Bank of America March 2000 - January 2008
Ginsberg Gingras and Associates March 1997 - March 2000
Skills
Call Center, Vendor Management, Credit Cards, Process Improvement, Customer Experience, Insurance, Relationship Management, Banking, Risk Management, Change Management, Customer Retention, Operations Management, Business Process..., Portfolio Management, Customer Service, Team Leadership, Management, Project Management, Call Centers, Leadership, Outsourcing, Business Analysis, Strategy, Performance Management, Financial Services, Coaching
Education
University of Ottawa / Université d'Ottawa 1991 — 1995
Bachelor of Social Science, Economics and Geography
Sun Life Financial October 2011 - Present
Sun Life Financial February 2008 - October 2011
Bank of America March 2000 - January 2008
Ginsberg Gingras and Associates March 1997 - March 2000
Skills
Call Center, Vendor Management, Credit Cards, Process Improvement, Customer Experience, Insurance, Relationship Management, Banking, Risk Management, Change Management, Customer Retention, Operations Management, Business Process..., Portfolio Management, Customer Service, Team Leadership, Management, Project Management, Call Centers, Leadership, Outsourcing, Business Analysis, Strategy, Performance Management, Financial Services, Coaching
Education
University of Ottawa / Université d'Ottawa 1991 — 1995
Bachelor of Social Science, Economics and Geography
Ian Hardy's Sun Life Financial Experience January 2015 - Present
Job Sales Manager at Sun Life
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
RBC May 2013 - November 2014
Freeedom 55 Financial September 2008 - May 2013
ExxonMobil May 2007 - July 2008
RBC Insurance May 2006 - August 2006
Skills
Retirement Planning, Investments, Health Insurance, Insurance, Employee Benefits, Budgeting, Budgets, Mortgage Lending, Strategic Financial..., Critical Illness, Disability Insurance, Finance, Estate Planning, Financial Advisory, Mutual Funds, Financial Planning, Wealth Management, Management
Education
University of New Brunswick 2003 — 2007
BBA, Accounting and Economics
Sun Life Financial January 2015 - Present
RBC May 2013 - November 2014
Freeedom 55 Financial September 2008 - May 2013
ExxonMobil May 2007 - July 2008
RBC Insurance May 2006 - August 2006
Skills
Retirement Planning, Investments, Health Insurance, Insurance, Employee Benefits, Budgeting, Budgets, Mortgage Lending, Strategic Financial..., Critical Illness, Disability Insurance, Finance, Estate Planning, Financial Advisory, Mutual Funds, Financial Planning, Wealth Management, Management
Education
University of New Brunswick 2003 — 2007
BBA, Accounting and Economics
Sylvie Martel's Sun Life Financial Experience November 1997 - August 2001
Job President/Disability Management Consultant at Salus Cura
Industry Insurance
Experience
Salus Cura Inc. March 2002 - Present
Self-employed August 2001 - March 2002
Sun Life Financial November 1997 - August 2001
Associative Rehabilitation Inc 1987 - 1997
Education
University of Ottawa / Université d'Ottawa 1985 — 1987
Bachelor Degree, Psychology/Criminology
Salus Cura Inc. March 2002 - Present
Self-employed August 2001 - March 2002
Sun Life Financial November 1997 - August 2001
Associative Rehabilitation Inc 1987 - 1997
Education
University of Ottawa / Université d'Ottawa 1985 — 1987
Bachelor Degree, Psychology/Criminology
John Cahill, CLU, ChFC, CFP's Sun Life Financial Experience 1984 - 1996
Job Retired
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) August 2010 - March 2011
Lincoln Financial Group February 2010 - May 2010
Metropolitan Life Insurance Company March 2006 - July 2009
John Hancock Life Insurance Company (U.S.A.) February 2001 - March 2006
New England Financial February 2000 - February 2001
Amica February 1999 - February 2000
Metropolitan Life June 1996 - January 1999
Sun Life Financial 1984 - 1996
Skills
Life Insurance, Product Management
Education
University of New Haven
B.S
John Hancock Life Insurance Company (U.S.A.) August 2010 - March 2011
Lincoln Financial Group February 2010 - May 2010
Metropolitan Life Insurance Company March 2006 - July 2009
John Hancock Life Insurance Company (U.S.A.) February 2001 - March 2006
New England Financial February 2000 - February 2001
Amica February 1999 - February 2000
Metropolitan Life June 1996 - January 1999
Sun Life Financial 1984 - 1996
Skills
Life Insurance, Product Management
Education
University of New Haven
B.S
Jeff Amato's Sun Life Financial Experience January 2006 - January 2014
Job Senior Sales Representative
Industry Insurance
Experience
Lincoln Financial Group February 2015 - Present
Assurant Employee Benefits February 2014 - February 2015
Sun Life Financial January 2006 - January 2014
Metropolitan Life Insurance Company April 2001 - November 2005
Skills
Disability Insurance, Employee Benefits, Benefits Administration, Dental Insurance, Health Insurance, Insurance, HRIS
Education
University of Oregon 1998 — 2000
Business Administration, Business
University of Oregon - Charles H. Lundquist College of Business
Business
Lincoln Financial Group February 2015 - Present
Assurant Employee Benefits February 2014 - February 2015
Sun Life Financial January 2006 - January 2014
Metropolitan Life Insurance Company April 2001 - November 2005
Skills
Disability Insurance, Employee Benefits, Benefits Administration, Dental Insurance, Health Insurance, Insurance, HRIS
Education
University of Oregon 1998 — 2000
Business Administration, Business
University of Oregon - Charles H. Lundquist College of Business
Business
Elisabeth Colleran's Sun Life Financial Experience November 2001 - November 2003
Job Emerging Markets Portfolio Manager & Credit Strategist at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company April 2014 - Present
Loomis, Sayles & Company July 2012 - Present
Loomis Sayles December 2003 - July 2012
Sun Life Financial November 2001 - November 2003
Back Bay Advisors September 2000 - June 2001
A.T. Kearney 1994 - 1996
DRI July 1985 - June 1994
Skills
Fixed Income, Bonds, Emerging Markets, Credit, Economics, Interest Rate..., Competitive Analysis, Portfolio Management, Sell Side, Credit Analysis, Market Data, Bloomberg, CDS, Equities, Hedge Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1993
MBA, Business
University of Rochester 1981 — 1985
BA, Economics
Loomis, Sayles & Company April 2014 - Present
Loomis, Sayles & Company July 2012 - Present
Loomis Sayles December 2003 - July 2012
Sun Life Financial November 2001 - November 2003
Back Bay Advisors September 2000 - June 2001
A.T. Kearney 1994 - 1996
DRI July 1985 - June 1994
Skills
Fixed Income, Bonds, Emerging Markets, Credit, Economics, Interest Rate..., Competitive Analysis, Portfolio Management, Sell Side, Credit Analysis, Market Data, Bloomberg, CDS, Equities, Hedge Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1993
MBA, Business
University of Rochester 1981 — 1985
BA, Economics
Henky Halim's Sun Life Financial Experience January 2010 - 2010
Job Senior Manager, Strategic Sourcing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
SUN LIFE FINANCIAL January 2010 - 2010
AEGON CANADA October 2008 - October 2009
ING DIRECT January 2007 - September 2008
HSBC April 2004 - August 2006
HSBC September 2003 - August 2006
HSBC May 2001 - September 2003
HSBC September 1999 - May 2001
Personal Banking January 1997 - September 1999
Skills
Procurement, Strategic Sourcing, Negotiation, Supplier Management, Cost Reduction, Contract Management, Purchasing, Supply Chain Management, Contract Negotiation, Spend Analysis, Sourcing, Customer Service, Customer Relations, E-procurement, Vendor Management, eSourcing, Global Sourcing, Sourcing & Procurement, Category Management, Vendor Relations, RFP, Vendor, Outsourcing, Supply Chain, Contract Negotiations, SLA, Supply Management, Management, Leadership, Operations Management, Analysis, Project Planning
Education
University of Oregon 1993 — 1996
B. Sc
Fidelity Investments June 2010 - Present
SUN LIFE FINANCIAL January 2010 - 2010
AEGON CANADA October 2008 - October 2009
ING DIRECT January 2007 - September 2008
HSBC April 2004 - August 2006
HSBC September 2003 - August 2006
HSBC May 2001 - September 2003
HSBC September 1999 - May 2001
Personal Banking January 1997 - September 1999
Skills
Procurement, Strategic Sourcing, Negotiation, Supplier Management, Cost Reduction, Contract Management, Purchasing, Supply Chain Management, Contract Negotiation, Spend Analysis, Sourcing, Customer Service, Customer Relations, E-procurement, Vendor Management, eSourcing, Global Sourcing, Sourcing & Procurement, Category Management, Vendor Relations, RFP, Vendor, Outsourcing, Supply Chain, Contract Negotiations, SLA, Supply Management, Management, Leadership, Operations Management, Analysis, Project Planning
Education
University of Oregon 1993 — 1996
B. Sc
Spencer Dole's Sun Life Financial Experience October 2011 - Present
Job Business Development Senior Consultant, Sun Life Financial, Employee Group Benefits U.S.
Industry Financial Services
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial September 2007 - September 2011
MFS Investment Management April 2005 - June 2007
MFS Investment Management March 2005 - February 2006
MFS Investment Management December 2003 - March 2005
MFS Investment Management May 2003 - December 2003
Skills
Employee Benefits, Mutual Funds, 401k, Series 63, Strategic Partnerships, Sales, Fixed Annuities, Series 6, Management, Series 7, Investments
Education
University of New Hampshire 1998 — 2002
Bachelor of Arts, Communications
Sun Life Financial October 2011 - Present
Sun Life Financial September 2007 - September 2011
MFS Investment Management April 2005 - June 2007
MFS Investment Management March 2005 - February 2006
MFS Investment Management December 2003 - March 2005
MFS Investment Management May 2003 - December 2003
Skills
Employee Benefits, Mutual Funds, 401k, Series 63, Strategic Partnerships, Sales, Fixed Annuities, Series 6, Management, Series 7, Investments
Education
University of New Hampshire 1998 — 2002
Bachelor of Arts, Communications
May Lee Low, FSA, MAAA's Sun Life Financial Experience 2001 - 2002
Job SVP & Chief Actuary at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts Consulting ActuaryWatson Wyatt Insurance & Financial Services2002 - 2004
Sun Life Financial 2001 - 2002
First Penn Pacific 1998 - 2001
Commercial Union 1994 - 1998
Interstate Assurance Company (ILONA) 1988 - 1994
Skills
Reserving, Pricing, Pricing Strategy, Reinsurance, Securitization, Valuation, Product Development, Embedded Value, Financial Reporting, Insurance, Economic Capital, Actuarial Science, Financial Risk
Education
University of Nebraska-Lincoln
M.Sc., Actuarial Science
SBLI of Massachusetts Consulting ActuaryWatson Wyatt Insurance & Financial Services2002 - 2004
Sun Life Financial 2001 - 2002
First Penn Pacific 1998 - 2001
Commercial Union 1994 - 1998
Interstate Assurance Company (ILONA) 1988 - 1994
Skills
Reserving, Pricing, Pricing Strategy, Reinsurance, Securitization, Valuation, Product Development, Embedded Value, Financial Reporting, Insurance, Economic Capital, Actuarial Science, Financial Risk
Education
University of Nebraska-Lincoln
M.Sc., Actuarial Science
Karen Cue's Sun Life Financial Experience August 2014 - Present
Job Claims Examiner at Sun Life Financial
Industry Writing and Editing
Experience
Sun Life Financial August 2014 - Present
Robert Half August 2013 - August 2014
Liberty Mutual Insurance January 2013 - July 2013
Dunkin' Brands May 2005 - January 2013
Cathy Frierson February 2012 - April 2012
Michelle Broadhurst November 2006 - August 2007
Sears Holdings Corporation August 2005 - May 2006
Skills
Excellent time..., Quick and eager..., Critical Thinking, Excellent research..., Experience in a..., Ability to multi-task..., Microsoft Office..., Excellent oral and..., Outstanding..., Consistently..., Proficient in speaking,..., Hard-working team...
Education
University of New Hampshire 2007 — 2011
Bachelor of Arts (B.A.), History, Spanish
Sun Life Financial August 2014 - Present
Robert Half August 2013 - August 2014
Liberty Mutual Insurance January 2013 - July 2013
Dunkin' Brands May 2005 - January 2013
Cathy Frierson February 2012 - April 2012
Michelle Broadhurst November 2006 - August 2007
Sears Holdings Corporation August 2005 - May 2006
Skills
Excellent time..., Quick and eager..., Critical Thinking, Excellent research..., Experience in a..., Ability to multi-task..., Microsoft Office..., Excellent oral and..., Outstanding..., Consistently..., Proficient in speaking,..., Hard-working team...
Education
University of New Hampshire 2007 — 2011
Bachelor of Arts (B.A.), History, Spanish
Joanna Bouthot's Sun Life Financial Experience November 2013 - Present
Job Life Insurance Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2013 - Present
Sun Life Financial May 2012 - November 2013
Sun Life Financial September 2006 - May 2012
Seacoast Mental Health Center June 2005 - September 2006
Seacoast Mental Health Center March 2002 - June 2005
Skills
Claim, Insurance, Retirement Planning, Employee Benefits, Life Insurance
Education
Southern New Hampshire University 2009 — 2012
MBA, Business
University of New Hampshire 1997 — 2001
BA, Psychology
Sun Life Financial November 2013 - Present
Sun Life Financial May 2012 - November 2013
Sun Life Financial September 2006 - May 2012
Seacoast Mental Health Center June 2005 - September 2006
Seacoast Mental Health Center March 2002 - June 2005
Skills
Claim, Insurance, Retirement Planning, Employee Benefits, Life Insurance
Education
Southern New Hampshire University 2009 — 2012
MBA, Business
University of New Hampshire 1997 — 2001
BA, Psychology
Barbara MacKnight's Sun Life Financial Experience 2009 - 2011
Job Senior Manager, Contract Governance at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank September 2011 - Present
Sun Life Financial 2009 - 2011
Sun Life Financial 2002 - 2009
Sun Life Financial 2000 - 2001
Sun Life Financial 1982 - 2000
Skills
Vendor Management, ITIL, Outsourcing, PMO, IT Strategy, SDLC, Business Analysis
Education
University of New Brunswick 1978 — 1982
BSc(CS), Computer Science
Scotiabank September 2011 - Present
Sun Life Financial 2009 - 2011
Sun Life Financial 2002 - 2009
Sun Life Financial 2000 - 2001
Sun Life Financial 1982 - 2000
Skills
Vendor Management, ITIL, Outsourcing, PMO, IT Strategy, SDLC, Business Analysis
Education
University of New Brunswick 1978 — 1982
BSc(CS), Computer Science
Denis Caza's Sun Life Financial Experience December 2009 - June 2010
Job Searchologist at Search Tactix Inc. Search Marketing
Industry Marketing and Advertising
Experience
Search Tactix Inc. - Search Marketing September 2012 - Present
Neopost September 2011 - September 2012
Sun Life Financial December 2009 - June 2010
Sun Life Financial May 2007 - December 2009
Skills
French, Online Marketing, Google Adwords..., Google Adwords, Google Analytics, PPC, Web Marketing, Web Analytics, PPC Bid Management, MSN AdCenter, SEM, SEO, Digital Marketing, HTML, CSS, WordPress, PHP, MySQL, Drupal, JavaScript
Education
Institute for Computer Studies 2001 — 2001
E-Commerce Solutions Development
University of Ottawa 1996 — 2000
Bachelor of Commerce, Honours Option Marketing / International Management
Search Tactix Inc. - Search Marketing September 2012 - Present
Neopost September 2011 - September 2012
Sun Life Financial December 2009 - June 2010
Sun Life Financial May 2007 - December 2009
Skills
French, Online Marketing, Google Adwords..., Google Adwords, Google Analytics, PPC, Web Marketing, Web Analytics, PPC Bid Management, MSN AdCenter, SEM, SEO, Digital Marketing, HTML, CSS, WordPress, PHP, MySQL, Drupal, JavaScript
Education
Institute for Computer Studies 2001 — 2001
E-Commerce Solutions Development
University of Ottawa 1996 — 2000
Bachelor of Commerce, Honours Option Marketing / International Management
Susan L. Mayer, FALU, FLMI's Sun Life Financial Experience October 2006 - December 2011
Job AVP Underwriting at Hannover Life Reassurance Company of America
Industry Financial Services
Experience
Hannover Life Reassurance Company of America October 2014 - Present
Aviva USA January 2012 - September 2014
Sun Life Financial October 2006 - December 2011
RGA January 2005 - October 2006
ING Re April 1995 - December 2004
Great-West Life May 1984 - April 1995
Skills
Underwriting, Insurance, Reinsurance, Training, Life Insurance, Fixed Annuities, Financial Risk, Brokers, Disability Insurance, Risk Management, Term Life Insurance, Health Insurance, Retirement Planning, General Insurance, Employee Benefits, Claim
Education
University of Northern Colorado
Hannover Life Reassurance Company of America October 2014 - Present
Aviva USA January 2012 - September 2014
Sun Life Financial October 2006 - December 2011
RGA January 2005 - October 2006
ING Re April 1995 - December 2004
Great-West Life May 1984 - April 1995
Skills
Underwriting, Insurance, Reinsurance, Training, Life Insurance, Fixed Annuities, Financial Risk, Brokers, Disability Insurance, Risk Management, Term Life Insurance, Health Insurance, Retirement Planning, General Insurance, Employee Benefits, Claim
Education
University of Northern Colorado
Al Green's Sun Life Financial Experience 2002 - October 2010
Job Enterprise Architect at Office of the Superintendent of Financial Institutions of Canada
Industry Government Administration
Experience
Office of the Superintendent of Financial Institutions of Canada November 2010 - Present
Sun Life Financial 2002 - October 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1997 - 1998
Metropolitan Life Insurance Company 1990 - 1997
Metropolitan Life Insurance Company 1987 - 1990
Metropolitan Life Insurance Company 1984 - 1987
Skills
Enterprise Architecture, Governance, Business Architecture, SDLC, Architectures, Requirements Analysis, Architecture, Business Analysis, Disaster Recovery, IT Strategy, Solution Architecture
Education
University of New Brunswick 1980 — 1984
BSc(CS), Computer Science
Office of the Superintendent of Financial Institutions of Canada November 2010 - Present
Sun Life Financial 2002 - October 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1997 - 1998
Metropolitan Life Insurance Company 1990 - 1997
Metropolitan Life Insurance Company 1987 - 1990
Metropolitan Life Insurance Company 1984 - 1987
Skills
Enterprise Architecture, Governance, Business Architecture, SDLC, Architectures, Requirements Analysis, Architecture, Business Analysis, Disaster Recovery, IT Strategy, Solution Architecture
Education
University of New Brunswick 1980 — 1984
BSc(CS), Computer Science
Adam Keyser's Sun Life Financial Experience June 2007 - February 2013
Job Account Manager at Paradigm Health Plans
Industry Financial Services
Experience
Paradigm Health Plans February 2013 - Present
Sun Life Financial June 2007 - February 2013
Skills
Insurance, Financial Analysis, Risk Management, Portfolio Management, Life Insurance, Disability Insurance
Education
University of New Hampshire 2000 — 2004
BA, History
Paradigm Health Plans February 2013 - Present
Sun Life Financial June 2007 - February 2013
Skills
Insurance, Financial Analysis, Risk Management, Portfolio Management, Life Insurance, Disability Insurance
Education
University of New Hampshire 2000 — 2004
BA, History
Ryan McEntee's Sun Life Financial Experience 2008 - 2011
Job Series 7
Industry Financial Services
Experience
Commonwealth Financial Network September 2011 - Present
Sun Life Financial 2008 - 2011
Sun Life Financial January 2005 - April 2008
Skills
Insurance, Life Insurance, Customer Service, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Process Improvement, Financial Services, Data Entry, Microsoft Excel, Mutual Funds, Public Speaking, Marketing, Microsoft Office, Call Centers, Social Media, Microsoft Word, CRM, Data Analysis, Leadership
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts, Communication
University of New Hampshire 1999 — 2003
Associate's degree, Business Management
Commonwealth Financial Network September 2011 - Present
Sun Life Financial 2008 - 2011
Sun Life Financial January 2005 - April 2008
Skills
Insurance, Life Insurance, Customer Service, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Process Improvement, Financial Services, Data Entry, Microsoft Excel, Mutual Funds, Public Speaking, Marketing, Microsoft Office, Call Centers, Social Media, Microsoft Word, CRM, Data Analysis, Leadership
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts, Communication
University of New Hampshire 1999 — 2003
Associate's degree, Business Management
Luke Demers, FLMI, ALHC's Sun Life Financial Experience June 2012 - Present
Job Resolution Specialist at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2012 - Present
Unum June 2008 - April 2012
Unum January 2005 - June 2008
Unum September 1999 - January 2005
Skills
Insurance, Claims, Employee Benefits, Disability Insurance, Compliance, Litigation, Claim
Education
University of New Hampshire
BS, Business Administration
Sun Life Financial June 2012 - Present
Unum June 2008 - April 2012
Unum January 2005 - June 2008
Unum September 1999 - January 2005
Skills
Insurance, Claims, Employee Benefits, Disability Insurance, Compliance, Litigation, Claim
Education
University of New Hampshire
BS, Business Administration
Phoebe McHugh's Sun Life Financial Experience February 2006 - June 2007
Job Director of Client Management at Cigna
Industry Insurance
Experience
Cigna October 2013 - Present
MetLife July 2011 - October 2013
MetLife July 2007 - June 2011
Sun Life Financial February 2006 - June 2007
Staff Care April 2003 - December 2005
Skills
Leadership, Management, Training, Sales, Employee Benefits, Budgets, Disability Insurance
Education
University of North Texas 1997 — 2000
Bachelor of Science (B.S.), Public Health Education and Promotion
Cigna October 2013 - Present
MetLife July 2011 - October 2013
MetLife July 2007 - June 2011
Sun Life Financial February 2006 - June 2007
Staff Care April 2003 - December 2005
Skills
Leadership, Management, Training, Sales, Employee Benefits, Budgets, Disability Insurance
Education
University of North Texas 1997 — 2000
Bachelor of Science (B.S.), Public Health Education and Promotion
Bryan Hart CIA, CFE's Sun Life Financial Experience 2010 - 2012
Job Senior Audit Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2012 - Present
Sun Life Financial 2010 - 2012
Harvard Pilgrim Health Care January 2006 - July 2010
Skills
Internal Audit
Education
University of New Hampshire 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
State Street Bank July 2012 - Present
Sun Life Financial 2010 - 2012
Harvard Pilgrim Health Care January 2006 - July 2010
Skills
Internal Audit
Education
University of New Hampshire 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Adam Keyser's Sun Life Financial Experience September 2008 - February 2013
Job Insurance Agent at AAA Northern New England
Industry Insurance
Experience
AAA Northern New England July 2014 - Present
Paradigm Health Plans February 2013 - July 2014
Sun Life Financial September 2008 - February 2013
Sun Life Financial June 2007 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Interviews, Health Insurance, Sales
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), Atlantic History
AAA Northern New England July 2014 - Present
Paradigm Health Plans February 2013 - July 2014
Sun Life Financial September 2008 - February 2013
Sun Life Financial June 2007 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Interviews, Health Insurance, Sales
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), Atlantic History
Erin Cobb's Sun Life Financial Experience August 2014 - Present
Job Senior Sales Representative for Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Assurant Employee Benefits August 2009 - August 2014
Cintas August 2003 - August 2009
Skills
Employee benefits Sales, Insurance, Employee Retention, OSHA Training, Disability Insurance, Staff Retention, Sales, Employee Benefits, Customer Retention
Education
University of Oklahoma 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Sun Life Financial August 2014 - Present
Assurant Employee Benefits August 2009 - August 2014
Cintas August 2003 - August 2009
Skills
Employee benefits Sales, Insurance, Employee Retention, OSHA Training, Disability Insurance, Staff Retention, Sales, Employee Benefits, Customer Retention
Education
University of Oklahoma 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Roger Desveaux's Sun Life Financial Experience 1994 - 2003
Job Insurance Professional
Industry Insurance
Experience
Disability RMS 2007 - 2014
Disability Consulting Group 2005 - 2007
Sun Life Financial 1994 - 2003
Skills
group disability and..., Insurance, Reinsurance, Underwriting, Liability, Disability Insurance, Risk Management, Claim, Health Insurance, Life Insurance, General Insurance, Claims Management, Employee Benefits, Financial Analysis, Fixed Annuities, Term Life Insurance, Professional Liability
Education
University of New Hampshire 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire 1978 — 1982
Master of Science (MS), Mathematics
Disability RMS 2007 - 2014
Disability Consulting Group 2005 - 2007
Sun Life Financial 1994 - 2003
Skills
group disability and..., Insurance, Reinsurance, Underwriting, Liability, Disability Insurance, Risk Management, Claim, Health Insurance, Life Insurance, General Insurance, Claims Management, Employee Benefits, Financial Analysis, Fixed Annuities, Term Life Insurance, Professional Liability
Education
University of New Hampshire 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire 1978 — 1982
Master of Science (MS), Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.