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
Trevor Schentag Trevor Schentag's Sun Life Financial Experience July 2015 - Present
Job Sales Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Sun Life Financial December 2013 - Present
Splash of Colour Painting & Design January 2012 - December 2013
Student Works Painting 2007 - 2009
Student Works Painting 2007 - 2009
Canadian Armed Forces / Forces armées canadiennes 2002 - 2007
Skills
Leadership, Sales, Strategic Planning, Entrepreneurship, Direct Sales, Team Building, Sales Management, Customer Service, Coaching, Social Networking, Public Speaking, Time Management, Financial Planning, Life Insurance, Health Insurance, Small Business
Education
University of Ottawa 2007 — 2010
BCom, Finance
University of Ottawa / Université d'Ottawa 2007 — 2010
Bachelor of Commerce (BCom), Finance, General
Sun Life Financial July 2015 - Present
Sun Life Financial December 2013 - Present
Splash of Colour Painting & Design January 2012 - December 2013
Student Works Painting 2007 - 2009
Student Works Painting 2007 - 2009
Canadian Armed Forces / Forces armées canadiennes 2002 - 2007
Skills
Leadership, Sales, Strategic Planning, Entrepreneurship, Direct Sales, Team Building, Sales Management, Customer Service, Coaching, Social Networking, Public Speaking, Time Management, Financial Planning, Life Insurance, Health Insurance, Small Business
Education
University of Ottawa 2007 — 2010
BCom, Finance
University of Ottawa / Université d'Ottawa 2007 — 2010
Bachelor of Commerce (BCom), Finance, General
Jan Couture Jan Couture's Sun Life Financial Experience 2000 - 2001
Job Owner and Chief Content Creator at Content by Couture
Industry Financial Services
Experience
Content by Couture July 2014 - Present
MetLife 2010 - June 2014
MetLife 2004 - 2010
JD Communications 2001 - 2004
Sun Life Financial 2000 - 2001
Sun Life Financial 1995 - 2000
Skills
Copywriting, Marketing Communications, Web Content, Integrated Marketing, Marketing, Direct Mail, Internal Communications, Newsletters, Press Releases, Financial Services, B2B Marketing, Campaigns, Management, Brochures, Direct Marketing, Marketing Strategy, Strategic Planning, Advertising
Education
University of Puget Sound
Bachelor's degree, English
Content by Couture July 2014 - Present
MetLife 2010 - June 2014
MetLife 2004 - 2010
JD Communications 2001 - 2004
Sun Life Financial 2000 - 2001
Sun Life Financial 1995 - 2000
Skills
Copywriting, Marketing Communications, Web Content, Integrated Marketing, Marketing, Direct Mail, Internal Communications, Newsletters, Press Releases, Financial Services, B2B Marketing, Campaigns, Management, Brochures, Direct Marketing, Marketing Strategy, Strategic Planning, Advertising
Education
University of Puget Sound
Bachelor's degree, English
Cindy Sords Cindy Sords's Sun Life Financial Experience November 1995 - December 2013
Job Underwriting Executive at CoreSource
Industry Insurance
Experience
CoreSource January 2014 - Present
Sun Life Financial November 1995 - December 2013
C. L. Sords Company 1987 - 1997
Skills
Employee Benefits, Insurance, Disability Insurance, Stop Loss, Life Insurance, Customer Service, Office Management, Health Insurance, Microsoft Office, Team Building, Dental Insurance, Microsoft Excel, Teamwork, Training, Sales, Management, Underwriting, Brokers, Time Management, Sales Management, Term Life Insurance, Customer Retention, Budgets, Critical Illness, Long-term Care, Accident, Group Insurance, Reinsurance, Self-funded, Outlook, Voluntary Employee..., Long Term Care Insurance, Fixed Annuities, Health Savings Accounts
Education
Miami University 1982 — 1987
Bachelor of Arts, German
Universität Regensburg 1985 — 1986
CoreSource January 2014 - Present
Sun Life Financial November 1995 - December 2013
C. L. Sords Company 1987 - 1997
Skills
Employee Benefits, Insurance, Disability Insurance, Stop Loss, Life Insurance, Customer Service, Office Management, Health Insurance, Microsoft Office, Team Building, Dental Insurance, Microsoft Excel, Teamwork, Training, Sales, Management, Underwriting, Brokers, Time Management, Sales Management, Term Life Insurance, Customer Retention, Budgets, Critical Illness, Long-term Care, Accident, Group Insurance, Reinsurance, Self-funded, Outlook, Voluntary Employee..., Long Term Care Insurance, Fixed Annuities, Health Savings Accounts
Education
Miami University 1982 — 1987
Bachelor of Arts, German
Universität Regensburg 1985 — 1986
Karla Frisko Karla Frisko's Sun Life Financial Experience 2011 - 2015
Job Client Relationship Executive at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2011 - 2015
Sun Life Financial 2011 - 2015
Sun Life Financial June 2005 - January 2011
Fidelity Investments 2003 - 2005
Canada Life 2002 - 2003
Canada Life 2000 - 2003
Skills
Retirement, Pensions, Retirement Planning
Education
University of Regina
Bachelor, Business Administration
Sun Life Financial 2011 - 2015
Sun Life Financial 2011 - 2015
Sun Life Financial June 2005 - January 2011
Fidelity Investments 2003 - 2005
Canada Life 2002 - 2003
Canada Life 2000 - 2003
Skills
Retirement, Pensions, Retirement Planning
Education
University of Regina
Bachelor, Business Administration
George Kilmain George Kilmain's Sun Life Financial Experience January 2000 - June 2002
Job Applications Engineer at XPO Logistics, Inc.
Industry Internet
Experience
XPO Logistics, Inc. September 2014 - Present
Staples April 2014 - September 2014
FM Global April 2013 - June 2014
BEAM Interactive December 2013 - January 2014
IWMS Connect January 2013 - October 2013
eBay October 2011 - January 2013
Clubtrax.net June 2007 - January 2009
Sun Life Financial January 2000 - June 2002
Skills
CSS, jQuery, Web Development, MySQL, Web Analytics, Account Management, Salesforce.com, Ruby on Rails, HTML, WordPress, Email Marketing, Dreamweaver, User Interface Design, HTML 5, Google Analytics, User Experience, JavaScript, User Interface, E-commerce, XML, XHTML, Photoshop, Ruby, Content Management, Adobe Creative Suite, Flash, Long-term Customer..., Customer Acquisition, Customer Oriented, Entrepreneurship..., Front-end, Web Applications, Business Networking, HTML5
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Information Technology
XPO Logistics, Inc. September 2014 - Present
Staples April 2014 - September 2014
FM Global April 2013 - June 2014
BEAM Interactive December 2013 - January 2014
IWMS Connect January 2013 - October 2013
eBay October 2011 - January 2013
Clubtrax.net June 2007 - January 2009
Sun Life Financial January 2000 - June 2002
Skills
CSS, jQuery, Web Development, MySQL, Web Analytics, Account Management, Salesforce.com, Ruby on Rails, HTML, WordPress, Email Marketing, Dreamweaver, User Interface Design, HTML 5, Google Analytics, User Experience, JavaScript, User Interface, E-commerce, XML, XHTML, Photoshop, Ruby, Content Management, Adobe Creative Suite, Flash, Long-term Customer..., Customer Acquisition, Customer Oriented, Entrepreneurship..., Front-end, Web Applications, Business Networking, HTML5
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Information Technology
Christel Tiu Christel Tiu's Sun Life Financial Experience July 2012 - Present
Job Marketing Intern at Wong Fu Productions
Industry Marketing and Advertising
Experience
Wong Fu Productions February 2015 - Present
Million Dollar Baby September 2014 - Present
Sun Life Financial July 2012 - Present
EXA Partners January 2014 - September 2014
Koolean Merchandise February 2009 - March 2014
OMD September 2013 - November 2013
HSBC June 2012 - August 2012
Southern California Business Film Festival September 2011 - May 2012
Marshall Business Network August 2011 - May 2012
Sun Life Financial July 2011 - August 2011
Skills
Social Media, Photoshop, PowerPoint, Microsoft Word, Advertising, Illustrator, Facebook, Event Planning, Public Relations, Public Speaking, Marketing, Editing, Strategy, Market Research
Education
University of Southern California 2010 — 2014
Minor in Digital Arts and Animation
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Immaculate Conception Academy 2006 — 2010
Wong Fu Productions February 2015 - Present
Million Dollar Baby September 2014 - Present
Sun Life Financial July 2012 - Present
EXA Partners January 2014 - September 2014
Koolean Merchandise February 2009 - March 2014
OMD September 2013 - November 2013
HSBC June 2012 - August 2012
Southern California Business Film Festival September 2011 - May 2012
Marshall Business Network August 2011 - May 2012
Sun Life Financial July 2011 - August 2011
Skills
Social Media, Photoshop, PowerPoint, Microsoft Word, Advertising, Illustrator, Facebook, Event Planning, Public Relations, Public Speaking, Marketing, Editing, Strategy, Market Research
Education
University of Southern California 2010 — 2014
Minor in Digital Arts and Animation
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Immaculate Conception Academy 2006 — 2010
Kwesi Yeboah Kwesi Yeboah's Sun Life Financial Experience 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Sun Life Financial 2007 - Present
Wiegers Benefits 2010 - 2012
Sun Life Financial 2008 - 2010
Skills
Life Insurance, Strategic Financial..., Wealth Management, Disability Insurance, Estate Planning, Term Life Insurance, Critical Illness, Investments, Retirement Planning, Insurance, Financial Planners, Mutual Funds, Retirement, Investment Strategies, Wealth, Financial Planning
Education
University of Saskatchewan
Sun Life Financial 2007 - Present
Wiegers Benefits 2010 - 2012
Sun Life Financial 2008 - 2010
Skills
Life Insurance, Strategic Financial..., Wealth Management, Disability Insurance, Estate Planning, Term Life Insurance, Critical Illness, Investments, Retirement Planning, Insurance, Financial Planners, Mutual Funds, Retirement, Investment Strategies, Wealth, Financial Planning
Education
University of Saskatchewan
Len van Greuning Len van Greuning's Sun Life Financial Experience August 2007 - April 2010
Job AVP, Chief Architect at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services June 2010 - Present
Sun Life Financial August 2007 - April 2010
Aviva Canada October 2005 - August 2007
Genesys Conferencing May 2003 - October 2005
Mobile Elements 2002 - 2003
Wirelution September 2000 - March 2002
EstiMacs 1993 - 2000
Infoware 1991 - 1993
Sanlam 1990 - 1991
Infoplan 1989 - 1990
Skills
Enterprise Architecture, IT Strategy, Governance, Business Strategy, SOA, Business Intelligence, Strategic Planning, Program Management, Executive Management, SDLC, Telecommunications, Leadership, Solution Architecture, Architecture, Management, Strategy, Enterprise Software, Integration, Databases, Project Portfolio..., Business Architecture, Architectures, PMO, Software Project..., TOGAF, Vendor Management, Information Technology, Business Analysis, Cloud Computing, Software Development, Business Process..., Master Data Management, IT Management, Team Management, EAI, Business Process
Education
Duke 2009 — 2009
CDI 2006 — 2006
Leading into the Future
Bay3000 - PMP 2005 — 2005
PMP
CDI 2005 — 2005
University of Pretoria/Universiteit van Pretoria 1986 — 1988
B.Sc.
High school CR Swart 1981 — 1985
John Hancock Financial Services June 2010 - Present
Sun Life Financial August 2007 - April 2010
Aviva Canada October 2005 - August 2007
Genesys Conferencing May 2003 - October 2005
Mobile Elements 2002 - 2003
Wirelution September 2000 - March 2002
EstiMacs 1993 - 2000
Infoware 1991 - 1993
Sanlam 1990 - 1991
Infoplan 1989 - 1990
Skills
Enterprise Architecture, IT Strategy, Governance, Business Strategy, SOA, Business Intelligence, Strategic Planning, Program Management, Executive Management, SDLC, Telecommunications, Leadership, Solution Architecture, Architecture, Management, Strategy, Enterprise Software, Integration, Databases, Project Portfolio..., Business Architecture, Architectures, PMO, Software Project..., TOGAF, Vendor Management, Information Technology, Business Analysis, Cloud Computing, Software Development, Business Process..., Master Data Management, IT Management, Team Management, EAI, Business Process
Education
Duke 2009 — 2009
CDI 2006 — 2006
Leading into the Future
Bay3000 - PMP 2005 — 2005
PMP
CDI 2005 — 2005
University of Pretoria/Universiteit van Pretoria 1986 — 1988
B.Sc.
High school CR Swart 1981 — 1985
E.J. (Ted) Yule E.J. (Ted) Yule's Sun Life Financial Experience November 2011 - December 2012
Job Financial Advisor at CIBC Imperial Service
Industry Financial Services
Experience
CIBC Imperial Service December 2013 - Present
Global Maxfin Investments Inc. January 2013 - December 2013
Sun Life Financial November 2011 - December 2012
Professional Investment Services (Canada) Inc. April 2006 - September 2010
Generation Financial Corp. 2003 - April 2006
Skills
Mutual Funds, Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Insurance, Variable Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Financial Services, Fixed Annuities, Securities, Financial Planning
Education
The University of Western Ontario
B.Mus (Hon), Music Education
University of Regina
B.Ed., Secondary Education and Teaching
CIBC Imperial Service December 2013 - Present
Global Maxfin Investments Inc. January 2013 - December 2013
Sun Life Financial November 2011 - December 2012
Professional Investment Services (Canada) Inc. April 2006 - September 2010
Generation Financial Corp. 2003 - April 2006
Skills
Mutual Funds, Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Insurance, Variable Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Financial Services, Fixed Annuities, Securities, Financial Planning
Education
The University of Western Ontario
B.Mus (Hon), Music Education
University of Regina
B.Ed., Secondary Education and Teaching
Kristin Scharl Kristin Scharl's Sun Life Financial Experience June 2007 - Present
Job Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2007 - Present
Ryan Homes April 2007 - August 2007
Skills
Disability Insurance, Life Insurance, Finance, Insurance, Sales, Underwriting, Employee Benefits, Marketing, Health Insurance, Critical Illness, Health Savings Accounts, COBRA, Term Life Insurance, Long-term Care, Group Insurance
Education
University of Pittsburgh 2003 — 2007
Bachelors of Science, Finance and Marketing
The University of Pittsburgh
Sun Life Financial June 2007 - Present
Ryan Homes April 2007 - August 2007
Skills
Disability Insurance, Life Insurance, Finance, Insurance, Sales, Underwriting, Employee Benefits, Marketing, Health Insurance, Critical Illness, Health Savings Accounts, COBRA, Term Life Insurance, Long-term Care, Group Insurance
Education
University of Pittsburgh 2003 — 2007
Bachelors of Science, Finance and Marketing
The University of Pittsburgh
Tatiana Mogollones Tatiana Mogollones's Sun Life Financial Experience June 2009 - Present
Job Account Executive, group insurance at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2009 - Present
great-west life 2005 - 2009
Skills
Sales Management, Customer Relations, Account Management, Customer Service, Insurance, Client Retention, Salesforce.com, Sales Presentations, Employee Benefits, New Business Development, Media Relations, Client Relationship..., Public Speaking, Public Relations, CRM, Coaching, Critical Illness, Customer Retention, Disability Insurance, Financial Planning, Health Insurance, Leadership, Life Insurance, Retirement, Underwriting
Education
University of Ottawa 1996 — 1998
bachelor, communication
Letendre
Sun Life Financial June 2009 - Present
great-west life 2005 - 2009
Skills
Sales Management, Customer Relations, Account Management, Customer Service, Insurance, Client Retention, Salesforce.com, Sales Presentations, Employee Benefits, New Business Development, Media Relations, Client Relationship..., Public Speaking, Public Relations, CRM, Coaching, Critical Illness, Customer Retention, Disability Insurance, Financial Planning, Health Insurance, Leadership, Life Insurance, Retirement, Underwriting
Education
University of Ottawa 1996 — 1998
bachelor, communication
Letendre
Anthony Russo II Anthony Russo II's Sun Life Financial Experience October 2014 - Present
Job AVP Group Market Manager
Industry Insurance
Experience
Sun Life Financial October 2014 - Present
Sun Life Financial May 2013 - Present
Sun Life Financial 2012 - Present
Mutual of Omaha 2010 - 2011
Unum 2001 - 2010
Skills
Sales, Insurance, Employee Benefits, Disability Insurance, Leadership, Management, Business Planning, Marketing, Sales Operations, Strategic Planning, Brokers, Health Insurance, Life Insurance, Term Life Insurance
Education
University of Rochester 1992 — 1996
Bachelor of Arts, Economics
Sun Life Financial October 2014 - Present
Sun Life Financial May 2013 - Present
Sun Life Financial 2012 - Present
Mutual of Omaha 2010 - 2011
Unum 2001 - 2010
Skills
Sales, Insurance, Employee Benefits, Disability Insurance, Leadership, Management, Business Planning, Marketing, Sales Operations, Strategic Planning, Brokers, Health Insurance, Life Insurance, Term Life Insurance
Education
University of Rochester 1992 — 1996
Bachelor of Arts, Economics
Chantal Florence Chantal Florence's Sun Life Financial Experience January 2010 - December 2011
Job Implementation Specialist
Industry Insurance
Experience
Unum January 2012 - Present
Sun Life Financial January 2010 - December 2011
Unum January 2003 - March 2009
Skills
Disability Insurance, Employee Benefits, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Retirement, Brokers, Claim, Leadership, Process Improvement, Health Insurance
Education
University of Rhode Island - College of Business Administration 2005 — 2008
MBA
University of Rhode Island 1998 — 2002
BSBA, Finance
Unum January 2012 - Present
Sun Life Financial January 2010 - December 2011
Unum January 2003 - March 2009
Skills
Disability Insurance, Employee Benefits, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Retirement, Brokers, Claim, Leadership, Process Improvement, Health Insurance
Education
University of Rhode Island - College of Business Administration 2005 — 2008
MBA
University of Rhode Island 1998 — 2002
BSBA, Finance
Rekha Sampath Rekha Sampath's Sun Life Financial Experience June 2013 - March 2015
Job Vice President, Strategy and Corporate Development at Broadridge
Industry Financial Services
Experience
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Broadridge March 2015 - Present
Sun Life Financial June 2013 - March 2015
Sun Life Financial June 2012 - June 2013
Sun Life Financial July 2011 - June 2012
Sun Life Financial May 2009 - July 2011
State Street July 2008 - March 2009
Deloitte & Touche February 2005 - June 2008
Morgan Stanley August 2002 - January 2005
Goldman Sachs May 2001 - August 2001
Goldman Sachs July 1997 - July 2000
Skills
Financial Analysis, Forecasting, Competitive Analysis, Business Strategy, Cross-functional Team..., Valuation, Financial Modeling, Strategy, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Toronto 1991 — 1995
BASc, Computer Engineering
Scott Korney, PMP Scott Korney, PMP's Sun Life Financial Experience June 2012 - Present
Job Project Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2012 - Present
Gryphon Systems January 2010 - June 2012
ADP June 1997 - February 2008
Royal Bank of Canada August 1988 - June 1997
Skills
PMP, Coaching, Business Analysis, IT Strategy, Integration, Data Center, Process Improvement, Project Management, Change Management, Project Portfolio..., SDLC, Vendor Management
Education
University of Saskatchewan 1981 — 1985
BSC Advanced, Computer Science
Sun Life Financial June 2012 - Present
Gryphon Systems January 2010 - June 2012
ADP June 1997 - February 2008
Royal Bank of Canada August 1988 - June 1997
Skills
PMP, Coaching, Business Analysis, IT Strategy, Integration, Data Center, Process Improvement, Project Management, Change Management, Project Portfolio..., SDLC, Vendor Management
Education
University of Saskatchewan 1981 — 1985
BSC Advanced, Computer Science
Kelley Norris Kelley Norris's Sun Life Financial Experience May 2004 - April 2007
Job Account Executive, Major Group at BlueCross BlueShield of South Carolina
Industry Insurance
Experience
BlueCross BlueShield of South Carolina May 2014 - Present
Rosenfeld Einstein, A Marsh & McLennan Agency LLC Company May 2007 - February 2014
Sun Life Financial May 2004 - April 2007
Skills
Disability Insurance, Brokers, Health Insurance, Insurance, Employee Benefits, Strategy, Management, Sales, Life Insurance, Underwriting, Health Savings Accounts
Education
University of South Carolina-Columbia 2000 — 2004
Business Administration, Marketing and Finance
BlueCross BlueShield of South Carolina May 2014 - Present
Rosenfeld Einstein, A Marsh & McLennan Agency LLC Company May 2007 - February 2014
Sun Life Financial May 2004 - April 2007
Skills
Disability Insurance, Brokers, Health Insurance, Insurance, Employee Benefits, Strategy, Management, Sales, Life Insurance, Underwriting, Health Savings Accounts
Education
University of South Carolina-Columbia 2000 — 2004
Business Administration, Marketing and Finance
Eugene W. Fetter, CLU, ChFC, LUTCF Eugene W. Fetter, CLU, ChFC, LUTCF's Sun Life Financial Experience January 2006 - January 2010
Job Regional Sales Director at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2013 - Present
American General Life Companies January 2011 - August 2013
Symetra Financial February 2010 - December 2010
Sun Life Financial January 2006 - January 2010
MetLife Investors/General American Life January 2004 - December 2005
MetLife Investors/General American Life January 2003 - December 2003
General American acquired by MetLife January 2000 - December 2002
General American Life Insurance Company January 1997 - December 1999
General American Life Insurance Company July 1993 - December 1996
Northwestern Mutual Life Insurance Company January 1988 - June 1993
Education
University of Pittsburgh 1983 — 1987
Bachelor of Science Business Administration B.S.B.A
St James
Lincoln Financial Group August 2013 - Present
American General Life Companies January 2011 - August 2013
Symetra Financial February 2010 - December 2010
Sun Life Financial January 2006 - January 2010
MetLife Investors/General American Life January 2004 - December 2005
MetLife Investors/General American Life January 2003 - December 2003
General American acquired by MetLife January 2000 - December 2002
General American Life Insurance Company January 1997 - December 1999
General American Life Insurance Company July 1993 - December 1996
Northwestern Mutual Life Insurance Company January 1988 - June 1993
Education
University of Pittsburgh 1983 — 1987
Bachelor of Science Business Administration B.S.B.A
St James
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
Alyssa Schaefer Alyssa Schaefer's Sun Life Financial Experience July 2013 - February 2014
Job Marketing Operations Associate Offline & Brand at LendingTree
Industry Financial Services
Experience
LendingTree September 2015 - Present
LendingTree February 2014 - September 2015
Sun Life Financial July 2013 - February 2014
Colonial Life November 2010 - July 2013
Hilton Worldwide September 2010 - November 2010
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Life Insurance, Customer Service, Benefits Administration, Strategic Planning, Team Building, Brokers, Healthcare, Voluntary Employee..., Marketing, Marketing Communications, Advertising, Accident
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, Business Administration, Marketing, Management-Human Resources
LendingTree September 2015 - Present
LendingTree February 2014 - September 2015
Sun Life Financial July 2013 - February 2014
Colonial Life November 2010 - July 2013
Hilton Worldwide September 2010 - November 2010
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Life Insurance, Customer Service, Benefits Administration, Strategic Planning, Team Building, Brokers, Healthcare, Voluntary Employee..., Marketing, Marketing Communications, Advertising, Accident
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, Business Administration, Marketing, Management-Human Resources
Shane Ward's Sun Life Financial Experience September 2009 - March 2012
Job Corporate Accounting Director at American Tower
Industry Telecommunications
Experience
American Tower November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - November 2012
Sun Life Financial September 2009 - March 2012
Destiny Health January 2005 - September 2009
Discovery Health December 2002 - December 2005
Discovery Health July 2001 - November 2002
Papilsky Hurwitz November 1999 - June 2001
Moores Rowland January 1997 - October 1999
Skills
IFRS, Insurance, Accounting, Contract Negotiations, Auditing, Financial Reporting, Financial Analysis, Process Improvement, Budgeting, Excel, SOX, US GAAP, Access, Budgets, Microsoft Excel, Contract Negotiation, Strategic Planning, Sarbanes-Oxley Act, Forecasting, Internal Controls, Qualified Chartered..., Corporate Finance, GAAP, Strategic Financial..., Risk Management, Leadership, Financial Accounting, Finance, Consolidation, Revenue Recognition, SEC filings, Internal Audit, General Ledger, CPA, Managerial Finance, Variance Analysis, Cash Flow, Financial Modeling, Sarbanes-Oxley
Education
University of South Africa/Universiteit van Suid-Afrika 2003 — 2003
Postgraduate Diploma in Auditing, Auditing
University of South Africa/Universiteit van Suid-Afrika 2002 — 2002
Certificate in the Theory of Accounting, Financial Accounting, Management Accounting, Auditing & Taxation
University of South Africa/Universiteit van Suid-Afrika 2002 — 2002
Honors in Bachelor of Accounting Science, Accounting, Auditing & Taxation, Accounting, Auditing & Taxation
University of South Africa/Universiteit van Suid-Afrika 1997 — 1999
Bachelor of Accounting Science, Accounting, Auditing & Taxation, Accounting, Auditing & Taxation
Glenwood high school 1991 — 1996
American Tower November 2012 - Present
John Hancock Life Insurance Company (U.S.A.) March 2012 - November 2012
Sun Life Financial September 2009 - March 2012
Destiny Health January 2005 - September 2009
Discovery Health December 2002 - December 2005
Discovery Health July 2001 - November 2002
Papilsky Hurwitz November 1999 - June 2001
Moores Rowland January 1997 - October 1999
Skills
IFRS, Insurance, Accounting, Contract Negotiations, Auditing, Financial Reporting, Financial Analysis, Process Improvement, Budgeting, Excel, SOX, US GAAP, Access, Budgets, Microsoft Excel, Contract Negotiation, Strategic Planning, Sarbanes-Oxley Act, Forecasting, Internal Controls, Qualified Chartered..., Corporate Finance, GAAP, Strategic Financial..., Risk Management, Leadership, Financial Accounting, Finance, Consolidation, Revenue Recognition, SEC filings, Internal Audit, General Ledger, CPA, Managerial Finance, Variance Analysis, Cash Flow, Financial Modeling, Sarbanes-Oxley
Education
University of South Africa/Universiteit van Suid-Afrika 2003 — 2003
Postgraduate Diploma in Auditing, Auditing
University of South Africa/Universiteit van Suid-Afrika 2002 — 2002
Certificate in the Theory of Accounting, Financial Accounting, Management Accounting, Auditing & Taxation
University of South Africa/Universiteit van Suid-Afrika 2002 — 2002
Honors in Bachelor of Accounting Science, Accounting, Auditing & Taxation, Accounting, Auditing & Taxation
University of South Africa/Universiteit van Suid-Afrika 1997 — 1999
Bachelor of Accounting Science, Accounting, Auditing & Taxation, Accounting, Auditing & Taxation
Glenwood high school 1991 — 1996
Chris Holman Chris Holman's Sun Life Financial Experience July 2015 - Present
Job Senior Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2015 - Present
Sun Life Financial September 2014 - July 2015
Sun Life Financial April 2012 - August 2014
Colonial Life July 2010 - April 2012
Colonial Life April 2006 - July 2010
Colonial Life August 2004 - March 2006
Colonial Life January 2003 - April 2004
Colonial Life January 2002 - December 2002
Skills
Disability Insurance, Brokers, Health Insurance, Employee Benefits, Term Life Insurance, Insurance, Accident, Health Savings Accounts, Life Insurance, Strategy, Underwriting, Whole Life, Critical Illness, Fixed Annuities, Voluntary Employee..., Long-term Care, Account Management, Sales, Long Term Care Insurance, Universal Life, Group Insurance, Health Care Reform, 401k
Education
University of South Carolina-Columbia 1997 — 2001
BS, Mass Communication and Marketing
Sun Life Financial July 2015 - Present
Sun Life Financial September 2014 - July 2015
Sun Life Financial April 2012 - August 2014
Colonial Life July 2010 - April 2012
Colonial Life April 2006 - July 2010
Colonial Life August 2004 - March 2006
Colonial Life January 2003 - April 2004
Colonial Life January 2002 - December 2002
Skills
Disability Insurance, Brokers, Health Insurance, Employee Benefits, Term Life Insurance, Insurance, Accident, Health Savings Accounts, Life Insurance, Strategy, Underwriting, Whole Life, Critical Illness, Fixed Annuities, Voluntary Employee..., Long-term Care, Account Management, Sales, Long Term Care Insurance, Universal Life, Group Insurance, Health Care Reform, 401k
Education
University of South Carolina-Columbia 1997 — 2001
BS, Mass Communication and Marketing
Chereese Maldonado Chereese Maldonado's Sun Life Financial Experience June 2005 - July 2011
Job at
Industry Financial Services
Experience
U.S. Bank February 2015 - Present
FSV Payment Systems June 2013 - Present
FSV Payment Systems September 2011 - June 2013
Sun Life Financial June 2005 - July 2011
PerinElmer LAS October 2002 - May 2005
Nestlé USA April 1996 - August 2002
Skills
Salesforce.com, Microsoft Excel, Team Building, Team Leadership, Trade Shows, SharePoint, RFP Generation, Logistics, Customer Service, Outlook, Marketing Strategy, Business Analysis, Leadership, Management, Sales Operations, Cross-functional Team..., Strategy
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Business Administration and Management, General, 3.93
U.S. Bank February 2015 - Present
FSV Payment Systems June 2013 - Present
FSV Payment Systems September 2011 - June 2013
Sun Life Financial June 2005 - July 2011
PerinElmer LAS October 2002 - May 2005
Nestlé USA April 1996 - August 2002
Skills
Salesforce.com, Microsoft Excel, Team Building, Team Leadership, Trade Shows, SharePoint, RFP Generation, Logistics, Customer Service, Outlook, Marketing Strategy, Business Analysis, Leadership, Management, Sales Operations, Cross-functional Team..., Strategy
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Business Administration and Management, General, 3.93
Mark Rivers, PMP® Mark Rivers, PMP®'s Sun Life Financial Experience November 2013 - May 2015
Job Project Manager at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial November 2013 - May 2015
Sun Life Financial May 2013 - November 2013
Sun Life Financial February 2012 - July 2012
KiteFix Solutions Inc. March 2009 - March 2012
Sun Life Financial January 2011 - October 2011
Sun Life Financial October 2009 - December 2010
Sun Life Financial August 2008 - February 2009
Sun Life Financial June 2005 - September 2007
Acceleron December 2000 - February 2002
EDS Group June 1997 - December 2000
Skills
PMP, Project Management, Business Analysis, Cross-functional Team..., Team Building, MS Project, Vendor Management, Project Planning, Risk Management, Sales, Negotiation, Consulting, Information Technology..., Marketing Strategy, SDLC, Software Documentation, Business Process, Integration, Strategy, Leadership, CRM, Management, Team Leadership, Process Improvement, Software Development, PMO, Enterprise Software, Change Management, Account Management, Testing, Training, Telecommunications, Budgets, Quality Assurance, Human Resources, Resource Management, IT Strategy, Visio, Information Technology, Project Portfolio..., Requirements Gathering, IT Management, Team Management, Business Requirements, Business Intelligence, Program Management, Requirements Analysis, Software Project..., Product Marketing, Business Process...
Education
Project Management Institute 2011 — 2011
PMP, Project Management
University of Saskatchewan 1994 — 1995
Masters of Science, Management
University of Saskatchewan 1990 — 1994
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General, Honours
Real Estate Investment Network
Real Estate Investing
Sun Life Financial November 2013 - May 2015
Sun Life Financial May 2013 - November 2013
Sun Life Financial February 2012 - July 2012
KiteFix Solutions Inc. March 2009 - March 2012
Sun Life Financial January 2011 - October 2011
Sun Life Financial October 2009 - December 2010
Sun Life Financial August 2008 - February 2009
Sun Life Financial June 2005 - September 2007
Acceleron December 2000 - February 2002
EDS Group June 1997 - December 2000
Skills
PMP, Project Management, Business Analysis, Cross-functional Team..., Team Building, MS Project, Vendor Management, Project Planning, Risk Management, Sales, Negotiation, Consulting, Information Technology..., Marketing Strategy, SDLC, Software Documentation, Business Process, Integration, Strategy, Leadership, CRM, Management, Team Leadership, Process Improvement, Software Development, PMO, Enterprise Software, Change Management, Account Management, Testing, Training, Telecommunications, Budgets, Quality Assurance, Human Resources, Resource Management, IT Strategy, Visio, Information Technology, Project Portfolio..., Requirements Gathering, IT Management, Team Management, Business Requirements, Business Intelligence, Program Management, Requirements Analysis, Software Project..., Product Marketing, Business Process...
Education
Project Management Institute 2011 — 2011
PMP, Project Management
University of Saskatchewan 1994 — 1995
Masters of Science, Management
University of Saskatchewan 1990 — 1994
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General, Honours
Real Estate Investment Network
Real Estate Investing
Shaun Okrainetz BComm, CFP ® Shaun Okrainetz BComm, CFP ®'s Sun Life Financial Experience August 2012 - Present
Job Financial Planner, specializing in Wealth Mgmt, Insurance, Estate Planning & Tax Efficiency
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
Know Your Neighbourhood Inc. January 2011 - August 2012
TCU Wealth Management July 2008 - December 2010
McCannell Financial Group Ltd. February 2004 - July 2008
CIBC September 2000 - February 2004
Skills
Certified Financial..., Wealth Management, Risk Management, Estate Planning, Personal Tax Planning, Asset Managment, Retirement Planning, Investments, Banking, Asset Management, Small Business, Finance, Financial Services, Insurance, Financial Advisory, Financial Planners, Wealth, Mutual Funds, Financial Planning, Securities, Loans
Education
Alberta Insurance Council
Life License & Accident and Sickness
Financial Planning Standards Council
CFP (Certified Financial Planner)
Canadian Institute of Financial Planning
CFP Program
Insurance Councils of Saskatchewan
Life Level II; Accident and Sickness
Institute of Canadian Bankers
Investment Funds in Canada
University of Saskatchewan
Bachelor of Commerce (BComm), Finance / Computer Science
Sun Life Financial August 2012 - Present
Know Your Neighbourhood Inc. January 2011 - August 2012
TCU Wealth Management July 2008 - December 2010
McCannell Financial Group Ltd. February 2004 - July 2008
CIBC September 2000 - February 2004
Skills
Certified Financial..., Wealth Management, Risk Management, Estate Planning, Personal Tax Planning, Asset Managment, Retirement Planning, Investments, Banking, Asset Management, Small Business, Finance, Financial Services, Insurance, Financial Advisory, Financial Planners, Wealth, Mutual Funds, Financial Planning, Securities, Loans
Education
Alberta Insurance Council
Life License & Accident and Sickness
Financial Planning Standards Council
CFP (Certified Financial Planner)
Canadian Institute of Financial Planning
CFP Program
Insurance Councils of Saskatchewan
Life Level II; Accident and Sickness
Institute of Canadian Bankers
Investment Funds in Canada
University of Saskatchewan
Bachelor of Commerce (BComm), Finance / Computer Science
Ben Volok Ben Volok's Sun Life Financial Experience March 2010 - December 2011
Job Regional Vice President at CION Securities, LLC
Industry Financial Services
Experience
CION Securities, LLC February 2013 - Present
Sun Life Financial March 2010 - December 2011
PLANCO/The Hartford September 2001 - March 2010
PLANCO 2001 - 2010
Skills
Series 7, Variable Annuities, Fixed Annuities, Series 6, Series 63, Marketing, Sales, Retirement, 401k, Life Insurance, Portfolio Management, Long-term Care, Sales Presentations, Alternative Investments
Education
University of Pittsburgh 1997 — 2001
BSBA, Finance
George Washington High School
CION Securities, LLC February 2013 - Present
Sun Life Financial March 2010 - December 2011
PLANCO/The Hartford September 2001 - March 2010
PLANCO 2001 - 2010
Skills
Series 7, Variable Annuities, Fixed Annuities, Series 6, Series 63, Marketing, Sales, Retirement, 401k, Life Insurance, Portfolio Management, Long-term Care, Sales Presentations, Alternative Investments
Education
University of Pittsburgh 1997 — 2001
BSBA, Finance
George Washington High School
Joseph C. Bergen Jr. Joseph C. Bergen Jr.'s Sun Life Financial Experience June 2005 - January 2012
Job Regional Vice President at InCapital
Industry Financial Services
Experience
Incapital Wealth Management Solutions June 2015 - Present
Transamerica January 2013 - May 2015
Prudential Financial June 2012 - January 2013
The Hartford January 2012 - June 2012
Sun Life Financial June 2005 - January 2012
AIG Annuity 2003 - 2005
Quick & Reilly / Fleet Bank 1998 - 2003
Skills
Budgets, Series 7, Series 63, Mutual Funds, Insurance, Fixed Annuities, Securities, Strategic Financial..., Retirement Planning
Education
University of Scranton 1992 — 1996
BS, Liberal Studies/Finance
Incapital Wealth Management Solutions June 2015 - Present
Transamerica January 2013 - May 2015
Prudential Financial June 2012 - January 2013
The Hartford January 2012 - June 2012
Sun Life Financial June 2005 - January 2012
AIG Annuity 2003 - 2005
Quick & Reilly / Fleet Bank 1998 - 2003
Skills
Budgets, Series 7, Series 63, Mutual Funds, Insurance, Fixed Annuities, Securities, Strategic Financial..., Retirement Planning
Education
University of Scranton 1992 — 1996
BS, Liberal Studies/Finance
Mark Doran Mark Doran's Sun Life Financial Experience July 2011 - Present
Job Employee Benefits Representative
Industry Insurance
Experience
Sun Life Financial July 2011 - Present
New York Life Insurance Company May 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Access, Negotiation, Project Management, Licensing, Data Driven Testing, Accident, IT skills, Employee Benefits, Insurance, Health Insurance, Marketing, Disability Insurance, Life Insurance, Voluntary Employee..., Critical Illness
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
BS Business Administration, Major: Investment Finance / Minor: IT Support, Cume Laude
Sun Life Financial July 2011 - Present
New York Life Insurance Company May 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Access, Negotiation, Project Management, Licensing, Data Driven Testing, Accident, IT skills, Employee Benefits, Insurance, Health Insurance, Marketing, Disability Insurance, Life Insurance, Voluntary Employee..., Critical Illness
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
BS Business Administration, Major: Investment Finance / Minor: IT Support, Cume Laude
Alex Balasco Alex Balasco's Sun Life Financial Experience May 2002 - Present
Job Stop Loss Specialist, Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2002 - Present
Mutual of Omaha October 2005 - October 2008
Sun Life Financial June 2002 - September 2005
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
Business Mangerment, Business
Sun Life Financial May 2002 - Present
Mutual of Omaha October 2005 - October 2008
Sun Life Financial June 2002 - September 2005
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
Business Mangerment, Business
Peter N. Pearson*, CFP, RHU Peter N. Pearson*, CFP, RHU's Sun Life Financial Experience Advisor *Mutual funds representative, Sun Life FinancialSun Life FinancialMarch 1992 - Present
Job Advisor *Mutual funds representative, Sun Life Financial at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Advisor *Mutual funds representative, Sun Life FinancialSun Life FinancialMarch 1992 - Present
Education
University of Regina 1987 — 1991
BA, Sociology
Sun Life Financial Advisor *Mutual funds representative, Sun Life FinancialSun Life FinancialMarch 1992 - Present
Education
University of Regina 1987 — 1991
BA, Sociology
Vernon Fowke Vernon Fowke's Sun Life Financial Experience 2002 - 2009
Job Chief Advisor, Business Solutions Delivery at EDC
Industry Financial Services
Experience
Export Development Canada (EDC) Exportation et développement Canada (EDC) January 2013 - Present
Export Development Canada January 2009 - December 2012
Sun Life Financial 2002 - 2009
Clarica Financial Services 1999 - 2002
Statistics Canada 1986 - 1998
Skills
Business Analysis, Project Portfolio..., SDLC, Program Management, Organizational..., PMP, IT Strategy, Enterprise Architecture, Integration, Governance, Requirements Analysis, Project Management, Risk Management, Analysis, Business Process...
Education
University of Saskatchewan 1982 — 1986
Bachelor of Commerce, Honours Computer Science
Export Development Canada (EDC) Exportation et développement Canada (EDC) January 2013 - Present
Export Development Canada January 2009 - December 2012
Sun Life Financial 2002 - 2009
Clarica Financial Services 1999 - 2002
Statistics Canada 1986 - 1998
Skills
Business Analysis, Project Portfolio..., SDLC, Program Management, Organizational..., PMP, IT Strategy, Enterprise Architecture, Integration, Governance, Requirements Analysis, Project Management, Risk Management, Analysis, Business Process...
Education
University of Saskatchewan 1982 — 1986
Bachelor of Commerce, Honours Computer Science
Brian McArthur Brian McArthur's Sun Life Financial Experience February 2005 - September 2011
Job Regional Marketing Director at Lincoln Financial Distributors, Inc. / Moneyguard
Industry Financial Services
Experience
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Shannon VanKirk Shannon VanKirk's Sun Life Financial Experience August 2013 - Present
Job Sr. Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Sun Life Financial July 2011 - August 2013
Sun Life Financial July 2007 - July 2011
Genworth Financial June 2004 - July 2007
Skills
Disability Insurance, Insurance, Account Management, Employee Benefits, New Business Development, Term Life Insurance, Sales, Life Insurance, Sales Management, Strategic Planning, Customer Service, Relationship Management, Marketing, Brokers
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science and Business Administration, Marketing
Sun Life Financial August 2013 - Present
Sun Life Financial July 2011 - August 2013
Sun Life Financial July 2007 - July 2011
Genworth Financial June 2004 - July 2007
Skills
Disability Insurance, Insurance, Account Management, Employee Benefits, New Business Development, Term Life Insurance, Sales, Life Insurance, Sales Management, Strategic Planning, Customer Service, Relationship Management, Marketing, Brokers
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science and Business Administration, Marketing
Christine Whittaker Christine Whittaker's Sun Life Financial Experience September 2000 - September 2005
Job Real Estate Professional with Dean deTonnancourt & Associates at HomeSmart Professionals Real Estate
Industry Real Estate
Experience
HomeSmart Professionals Real Estate 2011 - Present
Sun Life Financial September 2000 - September 2005
Sun Life Financial September 2000 - September 2005
Skills
Sales, Investments, First Time Home Buyers, Insurance, Customer Service, Strategic Planning, Listings, Microsoft Office, Process Improvement, Team Building, Microsoft Excel, Public Speaking, Coaching, Training, Management, Microsoft Word, Banking, Team Leadership, Project Management, Fixed Annuities, Contract Negotiation, Sellers, Property, Condos, Real Estate
Education
University of Rhode Island
HomeSmart Professionals Real Estate 2011 - Present
Sun Life Financial September 2000 - September 2005
Sun Life Financial September 2000 - September 2005
Skills
Sales, Investments, First Time Home Buyers, Insurance, Customer Service, Strategic Planning, Listings, Microsoft Office, Process Improvement, Team Building, Microsoft Excel, Public Speaking, Coaching, Training, Management, Microsoft Word, Banking, Team Leadership, Project Management, Fixed Annuities, Contract Negotiation, Sellers, Property, Condos, Real Estate
Education
University of Rhode Island
Daniel Ossa Daniel Ossa's Sun Life Financial Experience May 2006 - August 2006
Job Business Development & Strategy in LATAM | Entrepreneurship | Insurance/Reinsurance | Wharton MBA
Industry Financial Services
Experience
Bayport Financial Services April 2015 - Present
Aspen Re May 2010 - Present
Swiss Re February 2008 - May 2010
Sun Life Financial May 2006 - August 2006
FM Global May 2004 - August 2004
Skills
Actuarial Science, Reinsurance, Insurance, Portfolio Management, Financial Risk, Emerging Markets, MBA, Catastrophe Modeling, Manage Client..., Strategy, Risk Management, Analysis, Underwriting, General Insurance, Financial Analysis, Mergers & Acquisitions, Management
Education
Wharton School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA
Worcester Polytechnic Institute 2003 — 2007
Bachelor's Degree, Actuarial Mathematics
Worcester Polytechnic Institute 2003 — 2007
Bachelor's Degree, Management Engineering
Colegio Nueva Granada 1989 — 2003
High School & Bachillerato, High School
Bayport Financial Services April 2015 - Present
Aspen Re May 2010 - Present
Swiss Re February 2008 - May 2010
Sun Life Financial May 2006 - August 2006
FM Global May 2004 - August 2004
Skills
Actuarial Science, Reinsurance, Insurance, Portfolio Management, Financial Risk, Emerging Markets, MBA, Catastrophe Modeling, Manage Client..., Strategy, Risk Management, Analysis, Underwriting, General Insurance, Financial Analysis, Mergers & Acquisitions, Management
Education
Wharton School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA
Worcester Polytechnic Institute 2003 — 2007
Bachelor's Degree, Actuarial Mathematics
Worcester Polytechnic Institute 2003 — 2007
Bachelor's Degree, Management Engineering
Colegio Nueva Granada 1989 — 2003
High School & Bachillerato, High School
April Rastani April Rastani's Sun Life Financial Experience December 2011 - Present
Job Compliance Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2011 - Present
Skills
Securities, FINRA, Mutual Funds, Bloomberg, Customer Service, Financial Analysis, Investment Advisory, Investments, Securities Regulation, Analysis, Microsoft Excel, Microsoft Office
Education
University of Rhode Island 1999 — 2004
Bachelor's degree, Communication, General
University of Rhode Island
Sun Life Financial December 2011 - Present
Skills
Securities, FINRA, Mutual Funds, Bloomberg, Customer Service, Financial Analysis, Investment Advisory, Investments, Securities Regulation, Analysis, Microsoft Excel, Microsoft Office
Education
University of Rhode Island 1999 — 2004
Bachelor's degree, Communication, General
University of Rhode Island
Emily Estrada-Calvelo Emily Estrada-Calvelo's Sun Life Financial Experience June 2007 - August 2013
Job Internal Controls and Internal Audit Director at Delaware Life Insurance
Industry Financial Services
Experience
Delaware Life Insurance August 2013 - Present
Sun Life Financial June 2007 - August 2013
Pricewaterhouse Coopers December 2003 - June 2007
SBLI of Massachusetts 2003 - 2007
PwC 2003 - 2007
Singer Lewak Greenbaum and Goldstein November 2001 - December 2003
Sycip Gorres Velayo & Co. December 1992 - October 2001
Arthur Andersen 1998 - 1999
Arthur Andersen 1998 - 1999
Arthur Andersen 1998 - 1999
Skills
US GAAP, Audit, Accounting, SOX, Financial Reporting, IFRS, Model Audit Rule, Insurance Statutory..., Sarbanes-Oxley Act, Auditing
Education
University of Santo Tomas 1988 — 1992
Bachelor of Commerce (B.Com.), Accounting
Delaware Life Insurance August 2013 - Present
Sun Life Financial June 2007 - August 2013
Pricewaterhouse Coopers December 2003 - June 2007
SBLI of Massachusetts 2003 - 2007
PwC 2003 - 2007
Singer Lewak Greenbaum and Goldstein November 2001 - December 2003
Sycip Gorres Velayo & Co. December 1992 - October 2001
Arthur Andersen 1998 - 1999
Arthur Andersen 1998 - 1999
Arthur Andersen 1998 - 1999
Skills
US GAAP, Audit, Accounting, SOX, Financial Reporting, IFRS, Model Audit Rule, Insurance Statutory..., Sarbanes-Oxley Act, Auditing
Education
University of Santo Tomas 1988 — 1992
Bachelor of Commerce (B.Com.), Accounting
Jean-Pierre Aubry Jean-Pierre Aubry's Sun Life Financial Experience 2004 - 2006
Job Assistant Director of State and Local Research at Center for Retirement Research
Industry Research
Experience
Center for Retirement Research 2007 - Present
Sun Life Financial 2004 - 2006
Skills
Research, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Stata, Fundraising, Microsoft Excel, Public Speaking, Nonprofits, Risk Management, Microsoft Office, Data Analysis, PowerPoint, Leadership, Analysis, Econometrics, Statistics, SAS, Strategic Planning, Quantitative Analytics, Access
Education
University of Pennsylvania 1999 — 2004
BA, Economics, Psychology
St. Paul's School 1996 — 1999
Center for Retirement Research 2007 - Present
Sun Life Financial 2004 - 2006
Skills
Research, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Stata, Fundraising, Microsoft Excel, Public Speaking, Nonprofits, Risk Management, Microsoft Office, Data Analysis, PowerPoint, Leadership, Analysis, Econometrics, Statistics, SAS, Strategic Planning, Quantitative Analytics, Access
Education
University of Pennsylvania 1999 — 2004
BA, Economics, Psychology
St. Paul's School 1996 — 1999
Aaron Liber, PMP's Sun Life Financial Experience May 2001 - September 2001
Job Regional Service Operations Manager
Industry Telecommunications
Experience
Carousel Industries January 2015 - Present
Carousel Industries July 2013 - January 2015
BT Conferencing September 2008 - July 2013
BT Conferencing September 2006 - September 2008
BT Conferencing November 2004 - September 2006
BT Conferencing July 2002 - November 2004
University of Richmond September 1999 - May 2002
Sun Life Financial May 2001 - September 2001
Skills
Telepresence, Telecommunications, Webinars, Unified Communications, Video Conferencing, Program Management, Process Improvement, Team Management, Management, Cisco Technologies, Managed Services, SharePoint, Vendor Management, Service Delivery, Audio Conferencing, Leadership, Salesforce.com, Call Centers, Project Planning, Business Process..., Budgets, Account Management, VoIP, Product Management, Cloud Computing, Integration, Marketing, SIP, IP, Pre-sales, WAN, Professional Services, Telephony, Cross-functional Team..., Strategic Partnerships, Business Process, SaaS, MS Project, Project Management, Solution Selling, Data Center, Wireless, MPLS, Enterprise Software
Education
University of Richmond 1998 — 2002
Bachelor of Science in Business Administration, Marketing, Management Systems
Medfield High School 1994 — 1998
Carousel Industries January 2015 - Present
Carousel Industries July 2013 - January 2015
BT Conferencing September 2008 - July 2013
BT Conferencing September 2006 - September 2008
BT Conferencing November 2004 - September 2006
BT Conferencing July 2002 - November 2004
University of Richmond September 1999 - May 2002
Sun Life Financial May 2001 - September 2001
Skills
Telepresence, Telecommunications, Webinars, Unified Communications, Video Conferencing, Program Management, Process Improvement, Team Management, Management, Cisco Technologies, Managed Services, SharePoint, Vendor Management, Service Delivery, Audio Conferencing, Leadership, Salesforce.com, Call Centers, Project Planning, Business Process..., Budgets, Account Management, VoIP, Product Management, Cloud Computing, Integration, Marketing, SIP, IP, Pre-sales, WAN, Professional Services, Telephony, Cross-functional Team..., Strategic Partnerships, Business Process, SaaS, MS Project, Project Management, Solution Selling, Data Center, Wireless, MPLS, Enterprise Software
Education
University of Richmond 1998 — 2002
Bachelor of Science in Business Administration, Marketing, Management Systems
Medfield High School 1994 — 1998
Marianne Kowalsky Dunne's Sun Life Financial Experience February 1997 - September 2011
Job Systems Administrator at Matson Driscoll & Damico
Industry Financial Services
Experience
Matson Driscoll & Damico December 2009 - Present
Sun Life Financial February 1997 - September 2011
John Hancock Property & Casualty May 1987 - December 1996
Skills
Financial Analysis, Budgets, Software Documentation, Management, Business Process, Process Improvement
Education
University of Rhode Island - College of Business Administration 1980 — 1984
BS, Business Management, Accounting
Matson Driscoll & Damico December 2009 - Present
Sun Life Financial February 1997 - September 2011
John Hancock Property & Casualty May 1987 - December 1996
Skills
Financial Analysis, Budgets, Software Documentation, Management, Business Process, Process Improvement
Education
University of Rhode Island - College of Business Administration 1980 — 1984
BS, Business Management, Accounting
Jennifer Matthews's Sun Life Financial Experience July 2014 - Present
Job AVP, Client Relationship Services at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2014 - Present
Sun Life Financial July 2013 - July 2014
Sun Life Financial July 2007 - July 2013
Sun Life Financial (formerly Genworth Financial) June 1993 - July 2007
Genworth Financial 2004 - 2007
Skills
Process Improvement, Life Insurance, Health Insurance, Customer Service, Insurance, Underwriting, Risk Management, Employee Benefits, Management, Leadership, Financial Services, Term Life Insurance, Strategic Financial...
Education
University of Rhode Island 1989 — 1993
Bachelor's degree, Business Administration, Accounting
Sun Life Financial July 2014 - Present
Sun Life Financial July 2013 - July 2014
Sun Life Financial July 2007 - July 2013
Sun Life Financial (formerly Genworth Financial) June 1993 - July 2007
Genworth Financial 2004 - 2007
Skills
Process Improvement, Life Insurance, Health Insurance, Customer Service, Insurance, Underwriting, Risk Management, Employee Benefits, Management, Leadership, Financial Services, Term Life Insurance, Strategic Financial...
Education
University of Rhode Island 1989 — 1993
Bachelor's degree, Business Administration, Accounting
Jonathan Bautista's Sun Life Financial Experience September 2014 - Present
Job Director, Security Access Governance at Sunlife Financial
Industry Financial Services
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial October 2013 - September 2014
Sunlife Financial September 2011 - October 2013
Sun Life Financial September 2009 - September 2011
Sun Life Financial September 2000 - September 2009
Deutsche Bank June 1997 - September 2000
Skills
Access Control, Identity Management, Intrusion Detection, CISSP, Security Operations, Risk Management, Incident Response, IT Outsourcing, Encryption Software, Business Continuity, IT Audit, Vulnerability Management, Information Security, Information Security..., Enterprise Architecture, IT Strategy, Business Analysis, Disaster Recovery, IT Management, Security, Vendor Management
Education
University of Santo Tomas 1991 — 1995
Sun Life Financial September 2014 - Present
Sun Life Financial October 2013 - September 2014
Sunlife Financial September 2011 - October 2013
Sun Life Financial September 2009 - September 2011
Sun Life Financial September 2000 - September 2009
Deutsche Bank June 1997 - September 2000
Skills
Access Control, Identity Management, Intrusion Detection, CISSP, Security Operations, Risk Management, Incident Response, IT Outsourcing, Encryption Software, Business Continuity, IT Audit, Vulnerability Management, Information Security, Information Security..., Enterprise Architecture, IT Strategy, Business Analysis, Disaster Recovery, IT Management, Security, Vendor Management
Education
University of Santo Tomas 1991 — 1995
Jennifer Donatelli's Sun Life Financial Experience December 2003 - September 2011
Job Benefit Consultant
Industry Insurance
Experience
Secure Benefits October 2011 - Present
Sun Life Financial December 2003 - September 2011
Johnson & Higgins January 1993 - January 1997
Skills
Management
Education
University of Phoenix
SHA
Secure Benefits October 2011 - Present
Sun Life Financial December 2003 - September 2011
Johnson & Higgins January 1993 - January 1997
Skills
Management
Education
University of Phoenix
SHA
Charlene Newby's Sun Life Financial Experience June 2013 - Present
Job Sr. Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial July 2007 - June 2013
Sun Life Financial February 2006 - July 2007
Genworth Financial / Sun Life Financial January 1998 - January 2006
Skills
New Business Development, Account Management, Customer Service, Sales, Insurance, Process Improvement
Education
University of Phoenix
Bachelor of Science, Business Administration
Chubb Institute
Sun Life Financial June 2013 - Present
Sun Life Financial July 2007 - June 2013
Sun Life Financial February 2006 - July 2007
Genworth Financial / Sun Life Financial January 1998 - January 2006
Skills
New Business Development, Account Management, Customer Service, Sales, Insurance, Process Improvement
Education
University of Phoenix
Bachelor of Science, Business Administration
Chubb Institute
Kevin Edge's Sun Life Financial Experience September 2001 - February 2007
Job Vice President, Business Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments September 2009 - September 2013
Fidelity Investments February 2007 - September 2009
Sun Life Financial September 2001 - February 2007
Skills
Mutual Funds, Series 7, Series 63, Series 9, Series 10, Investments, Retirement Planning
Education
University of Rhode Island 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Fidelity Investments October 2013 - Present
Fidelity Investments September 2009 - September 2013
Fidelity Investments February 2007 - September 2009
Sun Life Financial September 2001 - February 2007
Skills
Mutual Funds, Series 7, Series 63, Series 9, Series 10, Investments, Retirement Planning
Education
University of Rhode Island 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Martha Stewart's Sun Life Financial Experience December 1989 - June 2006
Job National Accounts Director at John Hancock
Industry Financial Services
Experience
John Hancock July 2006 - Present
Sun Life Financial December 1989 - June 2006
Education
University of Phoenix 2002 — 2004
BS, Marketing
John Hancock July 2006 - Present
Sun Life Financial December 1989 - June 2006
Education
University of Phoenix 2002 — 2004
BS, Marketing
Brenda Wanczyk's Sun Life Financial Experience Senior Project Manager, PMPSun Life Financial2007 - 2009
Job Associate Director of Operations at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial Senior Project Manager, PMPSun Life Financial2007 - 2009
Genworth Financial January 2006 - August 2007
Genworth Financial November 2003 - January 2006
Genworth Financial January 2002 - November 2003
GE May 2001 - May 2002
GE December 2000 - May 2001
Skills
Operations Management, Management, Leadership, Six Sigma, Analysis, Cross-functional Team...
Education
University of Phoenix
Sun Life Financial Senior Project Manager, PMPSun Life Financial2007 - 2009
Genworth Financial January 2006 - August 2007
Genworth Financial November 2003 - January 2006
Genworth Financial January 2002 - November 2003
GE May 2001 - May 2002
GE December 2000 - May 2001
Skills
Operations Management, Management, Leadership, Six Sigma, Analysis, Cross-functional Team...
Education
University of Phoenix
Tania Pironcelli's Sun Life Financial Experience April 2013 - Present
Job Senior Marketing Manager, New Business at Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial April 2013 - Present
Assuris March 2008 - September 2012
John Hancock Life Insurance Company (U.S.A.) July 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) June 2001 - July 2006
RBC Dominion Securities June 2000 - June 2001
Skills
Marketing Communications, Financial Services, Mutual Funds, Relationship Management, Digital Marketing, Internal Communications, Corporate Communications, Copywriting, Marketing Strategy, Advertising, Email Marketing, Web Analytics, Investments, Project Management, Vendor Management, Direct Marketing, Marketing, Newsletters, Corporate Branding, Strategy
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Bachelor of Commerce (B.Com.), Marketing
Sun Life Financial April 2013 - Present
Assuris March 2008 - September 2012
John Hancock Life Insurance Company (U.S.A.) July 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) June 2001 - July 2006
RBC Dominion Securities June 2000 - June 2001
Skills
Marketing Communications, Financial Services, Mutual Funds, Relationship Management, Digital Marketing, Internal Communications, Corporate Communications, Copywriting, Marketing Strategy, Advertising, Email Marketing, Web Analytics, Investments, Project Management, Vendor Management, Direct Marketing, Marketing, Newsletters, Corporate Branding, Strategy
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Bachelor of Commerce (B.Com.), Marketing
Robyn Guadagnino's Sun Life Financial Experience August 2013 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Cigna October 2009 - August 2013
Hewitt Associates June 1992 - October 2008
OPT Industries, Inc. January 1990 - June 1992
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Underwriting, Healthcare, Disability Insurance, Life Insurance, Term Life Insurance, Group Insurance, Manage Client..., Account Management, Brokers, Health Care Reform, Health Savings Accounts, Vendor Management, Critical Illness, Voluntary Employee...
Education
IFEBP / Wharton School / University of Pennsylvania
CEBS, Employee Benefits
University of Scranton 1985 — 1989
B.S., Marketing
Sun Life Financial August 2013 - Present
Cigna October 2009 - August 2013
Hewitt Associates June 1992 - October 2008
OPT Industries, Inc. January 1990 - June 1992
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Underwriting, Healthcare, Disability Insurance, Life Insurance, Term Life Insurance, Group Insurance, Manage Client..., Account Management, Brokers, Health Care Reform, Health Savings Accounts, Vendor Management, Critical Illness, Voluntary Employee...
Education
IFEBP / Wharton School / University of Pennsylvania
CEBS, Employee Benefits
University of Scranton 1985 — 1989
B.S., Marketing
Jane Nguyen's Sun Life Financial Experience July 2005 - June 2007
Job Sapient
Industry Accounting
Experience
Mass Realty, LLC 2013 - Present
Sapient Global Markets June 2012 - Present
Millennium Pharmaceuticals November 2009 - November 2012
Thermo Fisher Scientific June 2007 - October 2009
Sun Life Financial July 2005 - June 2007
S. Mary's Women & Children Center June 2003 - July 2005
Norfolk & Dedham 1999 - 2003
Skills
Able To Multi-task, Teamwork, Project Planning, Budget, Management, Payroll, Employee Benefits, Budgets, Deferred Compensation, Recruiting, Microsoft Excel, Human Resources, Data Entry, ADP Payroll, Process Improvement, Training, Outlook, Financial Reporting, Microsoft Office, PowerPoint, Vendor Management, Time Management, Microsoft Word, Negotiation, Sales, Benefits Administration, Auditing, Interviews, Finance
Education
University of Phoenix 2009 — 2015
MBA, Human Resource Management
Pine Manor College 1999 — 2003
BA, Human Resources
Mass Realty, LLC 2013 - Present
Sapient Global Markets June 2012 - Present
Millennium Pharmaceuticals November 2009 - November 2012
Thermo Fisher Scientific June 2007 - October 2009
Sun Life Financial July 2005 - June 2007
S. Mary's Women & Children Center June 2003 - July 2005
Norfolk & Dedham 1999 - 2003
Skills
Able To Multi-task, Teamwork, Project Planning, Budget, Management, Payroll, Employee Benefits, Budgets, Deferred Compensation, Recruiting, Microsoft Excel, Human Resources, Data Entry, ADP Payroll, Process Improvement, Training, Outlook, Financial Reporting, Microsoft Office, PowerPoint, Vendor Management, Time Management, Microsoft Word, Negotiation, Sales, Benefits Administration, Auditing, Interviews, Finance
Education
University of Phoenix 2009 — 2015
MBA, Human Resource Management
Pine Manor College 1999 — 2003
BA, Human Resources
Breeda Carroll's Sun Life Financial Experience 2004 - 2006
Job Business Analyst at FM Global
Industry Information Technology and Services
Experience
FM Global March 2007 - Present
Sun Life Financial 2004 - 2006
Keyport Life 1998 - 2004
Keyport Life Insurance Company 1998 - 2004
Education
University of Rhode Island
FM Global March 2007 - Present
Sun Life Financial 2004 - 2006
Keyport Life 1998 - 2004
Keyport Life Insurance Company 1998 - 2004
Education
University of Rhode Island
Lisa Kostelnik's Sun Life Financial Experience March 2009 - November 2013
Job at Assurant Employee Benefits
Industry Insurance
Experience
Assurant November 2013 - Present
Sun Life Financial March 2009 - November 2013
Unum July 2007 - March 2009
Skills
Employee Benefits, Disability Insurance, Critical Illness, Life Insurance, Insurance, Benefits Administration, Customer Service, Human Resources, Leadership, Long Term Care Insurance, Underwriting, Health Insurance, Long-term Care, Sales, Term Life Insurance
Education
University of Pittsburgh 2003 — 2007
Bachelors of science, Neuroscience
Assurant November 2013 - Present
Sun Life Financial March 2009 - November 2013
Unum July 2007 - March 2009
Skills
Employee Benefits, Disability Insurance, Critical Illness, Life Insurance, Insurance, Benefits Administration, Customer Service, Human Resources, Leadership, Long Term Care Insurance, Underwriting, Health Insurance, Long-term Care, Sales, Term Life Insurance
Education
University of Pittsburgh 2003 — 2007
Bachelors of science, Neuroscience
Alex Secord's Sun Life Financial Experience November 2006 - May 2010
Job Manager of Accounting and Financial System
Industry Financial Services
Experience
Boston Rescue Mission May 2011 - February 2014
First Marblehead May 2010 - May 2011
Sun Life Financial November 2006 - May 2010
Sun Life November 2006 - May 2007
Skills
Equities, Risk Management, Process Improvement, Investments, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Analysis, Derivatives, Internal Controls, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Boston Rescue Mission May 2011 - February 2014
First Marblehead May 2010 - May 2011
Sun Life Financial November 2006 - May 2010
Sun Life November 2006 - May 2007
Skills
Equities, Risk Management, Process Improvement, Investments, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Analysis, Derivatives, Internal Controls, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Mark Gorchynski's Sun Life Financial Experience October 2000 - Present
Job Financial Advisor at Sunlife Financial
Industry Financial Services
Experience
Sun Life Financial October 2000 - Present
Skills
Wealth Accumulation, Life Insurance, Risk Management, Finance, Certified Financial..., Tax, Investments, Financial Analysis, Financial Modeling, Retirement Planning, Retirement, Wealth Management, Mutual Funds, Cash Management, Critical Illness, Business Planning, Financial Advisory, Strategic Financial..., Financial Planners, Financial Planning
Education
University of Saskatchewan 1983 — 1987
B.Comm, Finance
Sun Life Financial October 2000 - Present
Skills
Wealth Accumulation, Life Insurance, Risk Management, Finance, Certified Financial..., Tax, Investments, Financial Analysis, Financial Modeling, Retirement Planning, Retirement, Wealth Management, Mutual Funds, Cash Management, Critical Illness, Business Planning, Financial Advisory, Strategic Financial..., Financial Planners, Financial Planning
Education
University of Saskatchewan 1983 — 1987
B.Comm, Finance
Glenn North's Sun Life Financial Experience June 2007 - Present
Job Network Engineer CCNP, CCNP Voice
Industry Insurance
Experience
Sun Life Financial June 2007 - Present
Genworth Financial February 2002 - June 2007
GE Capital 2001 - 2002
MassMutual Financial Group 2001 - 2001
ESPN 2000 - 2001
The Hartford 1999 - 2000
The Phoenix Companies 1997 - 1999
Skills
Cisco Technologies, Network Architecture, Security, Routers, WAN, VPN, Switches, CCNA, CCNP, Riverbed, Networking, IP
Education
University of Phoenix
Associate of Arts (AA), Information Technology, Networking
Cisco Training Courses
Professional Development Course
Leading Through Influence
Sun Life Financial June 2007 - Present
Genworth Financial February 2002 - June 2007
GE Capital 2001 - 2002
MassMutual Financial Group 2001 - 2001
ESPN 2000 - 2001
The Hartford 1999 - 2000
The Phoenix Companies 1997 - 1999
Skills
Cisco Technologies, Network Architecture, Security, Routers, WAN, VPN, Switches, CCNA, CCNP, Riverbed, Networking, IP
Education
University of Phoenix
Associate of Arts (AA), Information Technology, Networking
Cisco Training Courses
Professional Development Course
Leading Through Influence
Rick Headrick's Sun Life Financial Experience August 2008 - July 2010
Job President at Sun Life Global Investments (Canada) Inc.
Industry Investment Management
Experience
Sun Life Global Investments (Canada) Inc. June 2010 - Present
Sun Life Financial August 2008 - July 2010
Sun Life Financial August 2004 - August 2008
Skills
Asset Management, Mutual Funds, Wealth Management, Investments
Education
University of Saskatchewan 1986 — 1992
Law; BComm, Finance
Sun Life Global Investments (Canada) Inc. June 2010 - Present
Sun Life Financial August 2008 - July 2010
Sun Life Financial August 2004 - August 2008
Skills
Asset Management, Mutual Funds, Wealth Management, Investments
Education
University of Saskatchewan 1986 — 1992
Law; BComm, Finance
Mitch Kiser's Sun Life Financial Experience April 2009 - Present
Job Sun Life Financial, Employee Benefits Representative
Industry Insurance
Experience
Sun Life Financial April 2009 - Present
Northwestern Mutual January 2008 - September 2008
DIETER REAL ESTATE CO May 2003 - August 2008
DEBORDIEU COLONY May 2003 - August 2008
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Sales, Customer Service, Risk Management, Underwriting, Term Life Insurance, New Business Development, Microsoft Office, Leadership, Account Management
Education
University of South Carolina - Darla Moore School of Business 2010 — 2013
Master of Business Administration (M.B.A.), International Business
University of South Carolina-Columbia 2004 — 2008
BS, Finance and Management
Sun Life Financial April 2009 - Present
Northwestern Mutual January 2008 - September 2008
DIETER REAL ESTATE CO May 2003 - August 2008
DEBORDIEU COLONY May 2003 - August 2008
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Sales, Customer Service, Risk Management, Underwriting, Term Life Insurance, New Business Development, Microsoft Office, Leadership, Account Management
Education
University of South Carolina - Darla Moore School of Business 2010 — 2013
Master of Business Administration (M.B.A.), International Business
University of South Carolina-Columbia 2004 — 2008
BS, Finance and Management
Harriet Solomon's Sun Life Financial Experience October 2012 - August 2013
Job AVP Delaware Life
Industry Financial Services
Experience
Sun Life Financial October 2012 - August 2013
Steffian Bradley Architects October 2011 - October 2012
Motorola February 2001 - February 2009
GTE / Verizon December 1979 - December 1998
Skills
Succession Planning, Talent Management, Human Resources, Performance Management, Workforce Planning, Employee Relations, Personnel Management, Employee Engagement, Talent Acquisition, Recruiting, Change Management, Organizational..., Benefits Administration, College Recruiting, Culture Change, Deferred Compensation, Employee Training, Employment Law, HR Policies, Interviews, Leadership, Leadership Development
Education
University of Pennsylvania - The Wharton School
BS
Sun Life Financial October 2012 - August 2013
Steffian Bradley Architects October 2011 - October 2012
Motorola February 2001 - February 2009
GTE / Verizon December 1979 - December 1998
Skills
Succession Planning, Talent Management, Human Resources, Performance Management, Workforce Planning, Employee Relations, Personnel Management, Employee Engagement, Talent Acquisition, Recruiting, Change Management, Organizational..., Benefits Administration, College Recruiting, Culture Change, Deferred Compensation, Employee Training, Employment Law, HR Policies, Interviews, Leadership, Leadership Development
Education
University of Pennsylvania - The Wharton School
BS
Lilian Chan, CPA, CA's Sun Life Financial Experience September 2014 - Present
Job Director Financial Reporting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial January 2010 - August 2014
Sun Life Financial April 2009 - December 2009
Sun Life Financial September 2007 - April 2009
Ernst & Young 2005 - 2007
Skills
SOX, Internal Audit, Internal Controls, Financial Reporting, Auditing, Accounting
Education
Chartered Professional Accountants of Ontario 2008 — 2008
CPA, CA
Institute of Chartered Accountants of South Africa 2004 — 2004
Chartered Accountant of South Africa, Accounting and Finance
University of South Africa/Universiteit van Suid-Afrika 2003 — 2003
Bachelor of Commerce (B.Com.), Accounting and Auditing
Sun Life Financial September 2014 - Present
Sun Life Financial January 2010 - August 2014
Sun Life Financial April 2009 - December 2009
Sun Life Financial September 2007 - April 2009
Ernst & Young 2005 - 2007
Skills
SOX, Internal Audit, Internal Controls, Financial Reporting, Auditing, Accounting
Education
Chartered Professional Accountants of Ontario 2008 — 2008
CPA, CA
Institute of Chartered Accountants of South Africa 2004 — 2004
Chartered Accountant of South Africa, Accounting and Finance
University of South Africa/Universiteit van Suid-Afrika 2003 — 2003
Bachelor of Commerce (B.Com.), Accounting and Auditing
Alvin Heggie's Sun Life Financial Experience June 2014 - Present
Job Director Worksite Market Developmemt at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial September 2012 - June 2014
American General Benefit Solutions January 2005 - September 2012
Voluntary Employee Benefits Board 2009 - 2010
Kanawha Insurance Company April 2001 - January 2005
Unum 1997 - 2000
511th MI Company 1988 - 1990
Defense Language Institue 1986 - 1987
Skills
Health Insurance, Life Insurance, Leadership, Employee Benefits, Disability Insurance, Insurance, Recruiting, Underwriting, New Business Development, Public Speaking, General Insurance, Risk Management, Fixed Annuities, Brokers, Property & Casualty..., Product Development, Casualty, Training, Commercial Insurance, Term Life Insurance, Health Savings Accounts, Workers Compensation, Critical Illness, Retirement, Accident, Whole Life, Medicare, Long Term Care Insurance, 401k, Series 6, Retirement Planning, Long-term Care, Sales, Management
Education
University of South Carolina - The Moore School of Business 1993 — 1997
Bachelor Science, Risk Management and Insurance
Irmo High School 1982 — 1986
Bachelor of Science (B.S.)
Sun Life Financial June 2014 - Present
Sun Life Financial September 2012 - June 2014
American General Benefit Solutions January 2005 - September 2012
Voluntary Employee Benefits Board 2009 - 2010
Kanawha Insurance Company April 2001 - January 2005
Unum 1997 - 2000
511th MI Company 1988 - 1990
Defense Language Institue 1986 - 1987
Skills
Health Insurance, Life Insurance, Leadership, Employee Benefits, Disability Insurance, Insurance, Recruiting, Underwriting, New Business Development, Public Speaking, General Insurance, Risk Management, Fixed Annuities, Brokers, Property & Casualty..., Product Development, Casualty, Training, Commercial Insurance, Term Life Insurance, Health Savings Accounts, Workers Compensation, Critical Illness, Retirement, Accident, Whole Life, Medicare, Long Term Care Insurance, 401k, Series 6, Retirement Planning, Long-term Care, Sales, Management
Education
University of South Carolina - The Moore School of Business 1993 — 1997
Bachelor Science, Risk Management and Insurance
Irmo High School 1982 — 1986
Bachelor of Science (B.S.)
Mark Strassner's Sun Life Financial Experience July 2013 - Present
Job Senior Sales Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2013 - Present
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Underwriting, Account Management, Brokers, Sales, New Business Development, Strategic Planning, Critical Illness, Accident, Voluntary Employee..., Group Insurance, Health Savings Accounts
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Science (B.S.)
Mount Saint Joseph High School - Baltimore, MD 1981 — 1985
Sun Life Financial July 2013 - Present
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Underwriting, Account Management, Brokers, Sales, New Business Development, Strategic Planning, Critical Illness, Accident, Voluntary Employee..., Group Insurance, Health Savings Accounts
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Science (B.S.)
Mount Saint Joseph High School - Baltimore, MD 1981 — 1985
Kate Hayward's Sun Life Financial Experience May 2011 - Present
Job Web Development Associate Director
Industry Financial Services
Experience
Sun Life Financial May 2011 - Present
Sun Life Financial 2000 - 2009
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Education
University of Richmond - Robins School of Business 1994 — 1997
BS of BA, Finance and Int'l Marketing
Sun Life Financial May 2011 - Present
Sun Life Financial 2000 - 2009
John Hancock Life Insurance Company (U.S.A.) 1998 - 2000
Education
University of Richmond - Robins School of Business 1994 — 1997
BS of BA, Finance and Int'l Marketing
Lisa M Kostelnik's Sun Life Financial Experience April 2009 - Present
Job Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2009 - Present
Unum July 2007 - April 2009
Education
University of Pittsburgh 2003 — 2007
Bachelors, Neuroscience
Sun Life Financial April 2009 - Present
Unum July 2007 - April 2009
Education
University of Pittsburgh 2003 — 2007
Bachelors, Neuroscience
Rich Lowman's Sun Life Financial Experience October 2006 - September 2009
Job District Sales Coordinator at Aflac
Industry
Experience
Aflac June 2011 - Present
Sun Life Financial October 2006 - September 2009
Education
University of Pittsburgh 1984 — 1988
BA, Business / Communications
Aflac June 2011 - Present
Sun Life Financial October 2006 - September 2009
Education
University of Pittsburgh 1984 — 1988
BA, Business / Communications
Kathy Stanford's Sun Life Financial Experience
Job Benefit Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial
Skills
Disability Insurance, Employee Benefits
Education
University of Rhode Island 1988 — 1992
BS, Consumer Affairs
Sun Life Financial
Skills
Disability Insurance, Employee Benefits
Education
University of Rhode Island 1988 — 1992
BS, Consumer Affairs
Alex Balasco's Sun Life Financial Experience November 2008 - November 2011
Job Voya Financial
Industry Insurance
Experience
Voya Financial November 2011 - Present
Sun Life Financial November 2008 - November 2011
Mutual of Omaha November 2005 - May 2008
Sun Life Financial June 2002 - October 2005
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance, Brokers, Benefits Administration, Term Life Insurance, Process Improvement, Account Management, Strategic Planning, Critical Illness, Sales Management, New Business Development, Financial Services, Strategy, Coaching, Salesforce.com, Claim, Employee Engagement, Business Planning
Education
University of South Carolina 1998 — 2002
Business Managent
University of South Carolina-Columbia 1998 — 2002
Management, Business Administration and Management, General
Voya Financial November 2011 - Present
Sun Life Financial November 2008 - November 2011
Mutual of Omaha November 2005 - May 2008
Sun Life Financial June 2002 - October 2005
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance, Brokers, Benefits Administration, Term Life Insurance, Process Improvement, Account Management, Strategic Planning, Critical Illness, Sales Management, New Business Development, Financial Services, Strategy, Coaching, Salesforce.com, Claim, Employee Engagement, Business Planning
Education
University of South Carolina 1998 — 2002
Business Managent
University of South Carolina-Columbia 1998 — 2002
Management, Business Administration and Management, General
Samya Benyakhlef's Sun Life Financial Experience 1999 - June 2010
Job Sr. Analyst, Benefits/Pension at Cenovus Energy
Industry Oil & Energy
Experience
Cenovus Energy December 2011 - Present
Towers Watson June 2010 - December 2011
Sun Life Financial 1999 - June 2010
Skills
Pensions, Employee Benefits, Health Insurance, Retirement, Insurance, Disability Insurance, Benefits Administration, 401k, Defined Benefit, Actuarial Science, Investments, Life Insurance, Pension Administration, Strategic Financial..., Underwriting
Education
University of Regina
B.Admin, Finance
Cenovus Energy December 2011 - Present
Towers Watson June 2010 - December 2011
Sun Life Financial 1999 - June 2010
Skills
Pensions, Employee Benefits, Health Insurance, Retirement, Insurance, Disability Insurance, Benefits Administration, 401k, Defined Benefit, Actuarial Science, Investments, Life Insurance, Pension Administration, Strategic Financial..., Underwriting
Education
University of Regina
B.Admin, Finance
Fawaz Bahnam, MBA's Sun Life Financial Experience October 2003 - June 2015
Job Realtor
Industry Real Estate
Experience
Search Realty Corp.,Brokerage July 2015 - Present
Sun Life Financial October 2003 - June 2015
Education
University of Phoenix 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.6
University of Technology 1994 — 1999
Bachelor's degree, Computer Engineering
Search Realty Corp.,Brokerage July 2015 - Present
Sun Life Financial October 2003 - June 2015
Education
University of Phoenix 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.6
University of Technology 1994 — 1999
Bachelor's degree, Computer Engineering
John Montagano's Sun Life Financial Experience September 2001 - September 2006
Job Underwriting Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2013 - Present
Liberty Mutual Insurance May 2011 - May 2013
Liberty Mutual Insurance October 2010 - May 2011
Liberty Mutual Insurance October 2008 - October 2010
Liberty Mutual Insurance October 2007 - October 2008
Liberty Mutual Insurance September 2006 - October 2007
Sun Life Financial September 2001 - September 2006
Education
University of Rhode Island - College of Business Administration
Liberty Mutual Insurance March 2013 - Present
Liberty Mutual Insurance May 2011 - May 2013
Liberty Mutual Insurance October 2010 - May 2011
Liberty Mutual Insurance October 2008 - October 2010
Liberty Mutual Insurance October 2007 - October 2008
Liberty Mutual Insurance September 2006 - October 2007
Sun Life Financial September 2001 - September 2006
Education
University of Rhode Island - College of Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.