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
Kristene Burnett Kristene Burnett's Sun Life Financial Experience September 2015 - Present
Job Account Manager Medical Stop Loss at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2015 - Present
Sun Life Financial June 2015 - September 2015
Sun Life Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. August 2013 - July 2014
Ameriprise Financial Services, Inc. September 2012 - May 2013
The Hartford May 2012 - August 2012
Ameriprise Financial Services, Inc, Gagliardi & Associates June 2011 - August 2012
Toychest August 2007 - January 2012
Michael Christopher's Bistro May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, SPSS, Facebook, Access, Financial Analysis, QuickBooks, Lotus Notes, Time Management, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science, Management
Lorenzo De'Medici 2011 — 2012
Sun Life Financial September 2015 - Present
Sun Life Financial June 2015 - September 2015
Sun Life Financial July 2014 - June 2015
Ameriprise Financial Services, Inc. August 2013 - July 2014
Ameriprise Financial Services, Inc. September 2012 - May 2013
The Hartford May 2012 - August 2012
Ameriprise Financial Services, Inc, Gagliardi & Associates June 2011 - August 2012
Toychest August 2007 - January 2012
Michael Christopher's Bistro May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, SPSS, Facebook, Access, Financial Analysis, QuickBooks, Lotus Notes, Time Management, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science, Management
Lorenzo De'Medici 2011 — 2012
Joyce Hatters Myers Joyce Hatters Myers's Sun Life Financial Experience October 2007 - August 2013
Job Quality Assurance Analyst at Sun Life Fianncial
Industry Insurance
Experience
Sun Life Fianncial August 2013 - Present
Sun Life Financial October 2007 - August 2013
William Morris Agency 2006 - 2007
Mutual of Omaha 2004 - 2006
Live Nation 2001 - 2004
Live Nation 2000 - 2001
Live Nation 1999 - 2000
Skills
Management, Life Insurance, Marketing, Employee Benefits, Benefits Administration, Disability Insurance, Customer Service, Critical Illness, Voluntary Employee..., Insurance, Non-profit Board..., Fundraising, Venue Management, Box Office Management, Music Business..., Ticketing Systems, Music Industry, Human Resources, Advertising, Leadership, Retirement Planning, Event Management, Mutual Funds, Budgets, Account Management, Sponsorship, Small Business, Teamwork, Sales Presentations, Training, Cold Calling, Sales, Accounting, Underwriting, Health Insurance, Analysis, Microsoft Office, Social Media
Education
Berklee College of Music 1996 — 1999
Bachelor's degree, Music Business/Management
BBHHS
Sun Life Fianncial August 2013 - Present
Sun Life Financial October 2007 - August 2013
William Morris Agency 2006 - 2007
Mutual of Omaha 2004 - 2006
Live Nation 2001 - 2004
Live Nation 2000 - 2001
Live Nation 1999 - 2000
Skills
Management, Life Insurance, Marketing, Employee Benefits, Benefits Administration, Disability Insurance, Customer Service, Critical Illness, Voluntary Employee..., Insurance, Non-profit Board..., Fundraising, Venue Management, Box Office Management, Music Business..., Ticketing Systems, Music Industry, Human Resources, Advertising, Leadership, Retirement Planning, Event Management, Mutual Funds, Budgets, Account Management, Sponsorship, Small Business, Teamwork, Sales Presentations, Training, Cold Calling, Sales, Accounting, Underwriting, Health Insurance, Analysis, Microsoft Office, Social Media
Education
Berklee College of Music 1996 — 1999
Bachelor's degree, Music Business/Management
BBHHS
Steve Lane Steve Lane's Sun Life Financial Experience November 2014 - Present
Job Senior Employee Benefits Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2014 - Present
Mutual of Omaha January 2011 - November 2014
Assurant Employee Benefits October 2005 - January 2011
Enterprise Rent-A-Car 2002 - 2005
Skills
Funding, Auditing, Business Planning, Employee Benefits, Disability Insurance, Life Insurance, Insurance, New Business Development, Strategic Planning, Term Life Insurance, Customer Service, Claim, Team Building, Sales Management, Account Management, Critical Illness, Group Insurance, Sales, Voluntary Employee..., Health Savings Accounts, Accident
Education
Binghamton University - School of Management
BS, Management with a Concentration in HR
Turner Ashby High School
Sun Life Financial November 2014 - Present
Mutual of Omaha January 2011 - November 2014
Assurant Employee Benefits October 2005 - January 2011
Enterprise Rent-A-Car 2002 - 2005
Skills
Funding, Auditing, Business Planning, Employee Benefits, Disability Insurance, Life Insurance, Insurance, New Business Development, Strategic Planning, Term Life Insurance, Customer Service, Claim, Team Building, Sales Management, Account Management, Critical Illness, Group Insurance, Sales, Voluntary Employee..., Health Savings Accounts, Accident
Education
Binghamton University - School of Management
BS, Management with a Concentration in HR
Turner Ashby High School
Joann Galvin-O'Connor, MBA's Sun Life Financial Experience 1999 - 2001
Job Student at West Coast Ultrasound Institue
Industry Hospital & Health Care
Experience
West Coast Ultrasound Institute - School of Imaging and Nursing March 2015 - Present
UnitedHealth Group March 2013 - September 2014
GOT Interface - Galvin One Touch Interface April 2010 - December 2012
AIG 2007 - 2010
Symetra Financial 2001 - 2006
Sun Life Financial 1999 - 2001
HMO Organizations 1990 - 1999
Skills
Sales Management, Managerial Experience, Computer Literate, Insurance, Competitive Analysis, Competitive Strategy, Process Improvement, Employee Benefits, Underwriting, Risk Management, Account Management, Sales, Healthcare, Leadership, Business Strategy, Team Building, Strategic Planning, Management, Brokers, Reinsurance
Education
Boston College - Wallace E. Carroll Graduate School of Management
M.B.A. with a Concentration in Finance
Boston College
(B.A.) Mathematics
West Coast Ultrasound Institute 2015 — 2016
School of Imaging and Nursing
West Coast Ultrasound Institute - School of Imaging and Nursing March 2015 - Present
UnitedHealth Group March 2013 - September 2014
GOT Interface - Galvin One Touch Interface April 2010 - December 2012
AIG 2007 - 2010
Symetra Financial 2001 - 2006
Sun Life Financial 1999 - 2001
HMO Organizations 1990 - 1999
Skills
Sales Management, Managerial Experience, Computer Literate, Insurance, Competitive Analysis, Competitive Strategy, Process Improvement, Employee Benefits, Underwriting, Risk Management, Account Management, Sales, Healthcare, Leadership, Business Strategy, Team Building, Strategic Planning, Management, Brokers, Reinsurance
Education
Boston College - Wallace E. Carroll Graduate School of Management
M.B.A. with a Concentration in Finance
Boston College
(B.A.) Mathematics
West Coast Ultrasound Institute 2015 — 2016
School of Imaging and Nursing
Jennifer Strange Jennifer Strange'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
Aetna, INC. October 2006 - Present
Aetna November 2006 - August 2013
Health Net May 2006 - October 2006
PacifiCare April 2000 - April 2006
Skills
Health Insurance, Insurance, Account Management, Employee Benefits, Sales, Customer Retention, Benefits Administration, Brokers, Customer Service, Disability Insurance, Health Savings Accounts, Life Insurance, Selling, Term Life Insurance
Education
The Ohio State University 1998 — 1999
Elementary Education and Teaching
Bethel College 1997 — 1998
Elementary Education and Teaching
Sun Life Financial August 2013 - Present
Aetna, INC. October 2006 - Present
Aetna November 2006 - August 2013
Health Net May 2006 - October 2006
PacifiCare April 2000 - April 2006
Skills
Health Insurance, Insurance, Account Management, Employee Benefits, Sales, Customer Retention, Benefits Administration, Brokers, Customer Service, Disability Insurance, Health Savings Accounts, Life Insurance, Selling, Term Life Insurance
Education
The Ohio State University 1998 — 1999
Elementary Education and Teaching
Bethel College 1997 — 1998
Elementary Education and Teaching
Rossemary Calderon Rossemary Calderon's Sun Life Financial Experience June 2013 - June 2014
Job Principal, Intermediary Business Group at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2014 - Present
Sun Life Financial June 2013 - June 2014
Sun Life Financial March 2010 - June 2013
ZeroChaos, Contract at State Street Corporation September 2009 - March 2010
Kelly Services & ZeroChaos, Contract at State Street Corporation April 2009 - September 2009
State Street Corporation July 2008 - January 2009
State Street Corporation May 2007 - July 2008
Skills
Visio, PeopleSoft, Lotus Notes, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, HTML, InDesign, Event Management, Bloomberg, Marketing Communications, Social Media, QuarkXPress, Access, Research, Program Management, Marketing, Fundraising, Recruiting, Customer Service, Public Speaking, Training, Twitter, Facebook, Pinterest, Public Relations, Marketing Strategy, Management, Spanish
Education
Simmons College - Simmons School of Management 2011 — 2013
Master, Communications Management
Bentley University 2003 — 2007
Bachelors of Science, Marketing
NEOMA Business School 2006 — 2006
Study Abroad, Marketing & French Culture
The Partnership 2015
State Street Global Advisors June 2014 - Present
Sun Life Financial June 2013 - June 2014
Sun Life Financial March 2010 - June 2013
ZeroChaos, Contract at State Street Corporation September 2009 - March 2010
Kelly Services & ZeroChaos, Contract at State Street Corporation April 2009 - September 2009
State Street Corporation July 2008 - January 2009
State Street Corporation May 2007 - July 2008
Skills
Visio, PeopleSoft, Lotus Notes, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, HTML, InDesign, Event Management, Bloomberg, Marketing Communications, Social Media, QuarkXPress, Access, Research, Program Management, Marketing, Fundraising, Recruiting, Customer Service, Public Speaking, Training, Twitter, Facebook, Pinterest, Public Relations, Marketing Strategy, Management, Spanish
Education
Simmons College - Simmons School of Management 2011 — 2013
Master, Communications Management
Bentley University 2003 — 2007
Bachelors of Science, Marketing
NEOMA Business School 2006 — 2006
Study Abroad, Marketing & French Culture
The Partnership 2015
Matt Frolin's Sun Life Financial Experience July 2009 - Present
Job Claims Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2009 - Present
Skills
Financial Analysis, Insurance
Education
Boston College 2004 — 2008
Bachelor's degree, Economics
Sun Life Financial July 2009 - Present
Skills
Financial Analysis, Insurance
Education
Boston College 2004 — 2008
Bachelor's degree, Economics
Janet Sweeney's Sun Life Financial Experience September 2007 - January 2011
Job Senior Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management May 2014 - Present
Payden & Rygel Investment Management December 2011 - April 2014
Sun Life Financial September 2007 - January 2011
Putnam Investments November 2002 - July 2007
Putnam Investments November 1998 - November 2002
Putnam Investments January 1989 - November 1998
Putnam Investments July 1987 - January 1989
Tucker, Anthony & R. L. Day, Inc. May 1983 - May 1987
Skills
Sales Operations, Series 24, Series 63, Sales Management, Sales Process, Licensing, Strategy
Education
Boston College 1979 — 1983
Bachelor of Arts, Communications
Lazard Asset Management May 2014 - Present
Payden & Rygel Investment Management December 2011 - April 2014
Sun Life Financial September 2007 - January 2011
Putnam Investments November 2002 - July 2007
Putnam Investments November 1998 - November 2002
Putnam Investments January 1989 - November 1998
Putnam Investments July 1987 - January 1989
Tucker, Anthony & R. L. Day, Inc. May 1983 - May 1987
Skills
Sales Operations, Series 24, Series 63, Sales Management, Sales Process, Licensing, Strategy
Education
Boston College 1979 — 1983
Bachelor of Arts, Communications
Shena Prihoda Shena Prihoda's Sun Life Financial Experience December 2011 - March 2013
Job Assistant Director, Dance teacher, Dance choreographer, Dance judge
Industry Insurance
Experience
Cameron School of Dance January 1989 - Present
Sun Life Financial December 2011 - March 2013
Sun Life Financial March 2011 - December 2011
Sun Life Financial April 2007 - March 2011
Sun Life January 2004 - April 2007
Sun Life Financial January 2003 - April 2004
Great West Life March 1999 - January 2003
Clinique de Medecine sportive Rosemont July 1997 - March 1999
Skills
Change Management, Team Building, Customer Service, Employee Benefits, Management, Strategic Planning, Team Leadership, Process Improvement, Analysis, Training, Program Management, Organizational..., Human Resources, Negotiation, Disability Insurance
Education
Concordia University-Montreal 1993 — 1996
Bachelor of Science (BSc) with honours, Exercise Science
McGill University - Macdonald Campus 1992 — 1993
Bishop's University 1991 — 1992
Biology, General
Champlain Lennoxville 1989 — 1991
Health Science, Cegep
Cameron School of Dance January 1989 - Present
Sun Life Financial December 2011 - March 2013
Sun Life Financial March 2011 - December 2011
Sun Life Financial April 2007 - March 2011
Sun Life January 2004 - April 2007
Sun Life Financial January 2003 - April 2004
Great West Life March 1999 - January 2003
Clinique de Medecine sportive Rosemont July 1997 - March 1999
Skills
Change Management, Team Building, Customer Service, Employee Benefits, Management, Strategic Planning, Team Leadership, Process Improvement, Analysis, Training, Program Management, Organizational..., Human Resources, Negotiation, Disability Insurance
Education
Concordia University-Montreal 1993 — 1996
Bachelor of Science (BSc) with honours, Exercise Science
McGill University - Macdonald Campus 1992 — 1993
Bishop's University 1991 — 1992
Biology, General
Champlain Lennoxville 1989 — 1991
Health Science, Cegep
Richard Pierre Richard Pierre's Sun Life Financial Experience July 2010 - August 2010
Job Financial Analyst at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group October 2012 - December 2014
CBRE October 2011 - September 2012
BMC HealthNet Plan June 2011 - September 2011
Hill Holliday January 2011 - April 2011
Sun Life Financial July 2010 - August 2010
Sun Life Financial June 2009 - August 2009
Sun Life Financial June 2008 - August 2008
Weber Shandwick July 2007 - August 2007
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing
Universitat Pompeu Fabra 2010 — 2010
Coursework in EU Finance, International Marketing, and Spanish
Boston Latin Academy
Bottom Line
The Boston Consulting Group January 2015 - Present
The Boston Consulting Group October 2012 - December 2014
CBRE October 2011 - September 2012
BMC HealthNet Plan June 2011 - September 2011
Hill Holliday January 2011 - April 2011
Sun Life Financial July 2010 - August 2010
Sun Life Financial June 2009 - August 2009
Sun Life Financial June 2008 - August 2008
Weber Shandwick July 2007 - August 2007
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing
Universitat Pompeu Fabra 2010 — 2010
Coursework in EU Finance, International Marketing, and Spanish
Boston Latin Academy
Bottom Line
Tony Ash, CFA's Sun Life Financial Experience January 1999 - March 2011
Job Managing Director at Julex Capital Management
Industry Financial Services
Experience
Julex Capital Management June 2012 - Present
Sun Life Financial January 1999 - March 2011
Sun Life Financial January 1998 - December 1998
Sun Life Financial November 1985 - December 1997
New England Financial April 1982 - November 1985
Skills
Interest Rate Risk..., Analytical Approach, Asset Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Liquidity Risk, ALM, Credit Risk, Investment planning, Investment Policy, Relative Value, Investment Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1982
MBA, Investments/Finance
Boston College 1975 — 1979
BA, Economics
Julex Capital Management June 2012 - Present
Sun Life Financial January 1999 - March 2011
Sun Life Financial January 1998 - December 1998
Sun Life Financial November 1985 - December 1997
New England Financial April 1982 - November 1985
Skills
Interest Rate Risk..., Analytical Approach, Asset Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Liquidity Risk, ALM, Credit Risk, Investment planning, Investment Policy, Relative Value, Investment Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1982
MBA, Investments/Finance
Boston College 1975 — 1979
BA, Economics
Lyndsay (Gibson) Charles Lyndsay (Gibson) Charles's Sun Life Financial Experience July 2010 - Present
Job Financial Centre Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2010 - Present
Sun Life Financial December 2008 - July 2010
Education
Bishop's University
Sun Life Financial July 2010 - Present
Sun Life Financial December 2008 - July 2010
Education
Bishop's University
Christian Carducci's Sun Life Financial Experience October 2012 - August 2013
Job Financial Systems Analyst at Amica
Industry Information Technology and Services
Experience
Amica Mutual Insurance March 2015 - Present
Guggenheim Partners, Delaware Life February 2014 - March 2015
Guggenheim Partners, Delaware Life August 2013 - February 2014
Sun Life Financial October 2012 - August 2013
Sallie Mae February 2011 - October 2012
Skills
Java, VBA, SQL, OBIEE, BI Publisher, Business Intelligence, Android SDK, Android Development, Accounting, Microsoft Excel, Access, Data Analysis, Analysis, Project Planning, Financial Reporting, General Ledger, Data Feeds, Month End Close, Quarterly Reporting, C++
Education
Boston University 2015 — 2017
Master's Degree, Computer Science
Boston University 2014 — 2014
Certificate, Computer Science, 4.0
Boise State University 2005 — 2010
Bachelor of Business Administration, Accountancy and Finance
Westlake High School
Amica Mutual Insurance March 2015 - Present
Guggenheim Partners, Delaware Life February 2014 - March 2015
Guggenheim Partners, Delaware Life August 2013 - February 2014
Sun Life Financial October 2012 - August 2013
Sallie Mae February 2011 - October 2012
Skills
Java, VBA, SQL, OBIEE, BI Publisher, Business Intelligence, Android SDK, Android Development, Accounting, Microsoft Excel, Access, Data Analysis, Analysis, Project Planning, Financial Reporting, General Ledger, Data Feeds, Month End Close, Quarterly Reporting, C++
Education
Boston University 2015 — 2017
Master's Degree, Computer Science
Boston University 2014 — 2014
Certificate, Computer Science, 4.0
Boise State University 2005 — 2010
Bachelor of Business Administration, Accountancy and Finance
Westlake High School
Molly Walker Molly Walker's Sun Life Financial Experience July 2013 - Present
Job Business Transformation Senior Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Sun Life Financial August 2010 - July 2013
Ameriprise Financial Services, Inc. September 2009 - February 2010
Primerica May 2009 - August 2009
UBS January 2008 - May 2008
Skills
Project Coordination, Business Process..., Microsoft Office, Process Simulation, Customer Loyalty..., Net Promoter Score, Building Customer..., Minitab, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Business Process, Process Improvement, Customer Service, Social Media
Education
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting
Universidad de Navarra / University of Navarra 2008 — 2008
Corporate Finance and Accounting
Sun Life Financial July 2013 - Present
Sun Life Financial August 2010 - July 2013
Ameriprise Financial Services, Inc. September 2009 - February 2010
Primerica May 2009 - August 2009
UBS January 2008 - May 2008
Skills
Project Coordination, Business Process..., Microsoft Office, Process Simulation, Customer Loyalty..., Net Promoter Score, Building Customer..., Minitab, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Business Process, Process Improvement, Customer Service, Social Media
Education
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting
Universidad de Navarra / University of Navarra 2008 — 2008
Corporate Finance and Accounting
Jim Spadazzi's Sun Life Financial Experience October 2011 - July 2013
Job Director at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial October 2011 - July 2013
Sun Life Financial September 2009 - October 2011
JP Morgan Chase November 2007 - September 2009
Thomson Reuters April 2007 - November 2007
Thomson Reuters June 2005 - March 2007
Brown Brothers Harriman August 2004 - June 2005
Brown Brothers Harriman August 2003 - July 2004
Brown Brothers Harriman August 2000 - July 2003
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Equities, Portfolio Management, Valuation, Corporate Finance, Asset Management, Financial Reporting, Financial Services, Fixed Income, Risk Management, Finance, Securities, Due Diligence, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Capital Markets, Hedge Funds, Private Equity, Financial Risk
Education
Boston College 1996 — 2000
BS, Marketing
Xaverian Brothers High School 1992 — 1996
Delaware Life Insurance Company April 2015 - Present
Delaware Life Insurance Company August 2013 - March 2015
Sun Life Financial October 2011 - July 2013
Sun Life Financial September 2009 - October 2011
JP Morgan Chase November 2007 - September 2009
Thomson Reuters April 2007 - November 2007
Thomson Reuters June 2005 - March 2007
Brown Brothers Harriman August 2004 - June 2005
Brown Brothers Harriman August 2003 - July 2004
Brown Brothers Harriman August 2000 - July 2003
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Bloomberg, Financial Modeling, Investments, Strategic Financial..., Equities, Portfolio Management, Valuation, Corporate Finance, Asset Management, Financial Reporting, Financial Services, Fixed Income, Risk Management, Finance, Securities, Due Diligence, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, Capital Markets, Hedge Funds, Private Equity, Financial Risk
Education
Boston College 1996 — 2000
BS, Marketing
Xaverian Brothers High School 1992 — 1996
Heather Siebenaler Heather Siebenaler's Sun Life Financial Experience June 2005 - February 2006
Job Principal Account Manager at Blue Cross and Blue Shield of Minnesota
Industry Insurance
Experience
Blue Cross and Blue Shield of Minnesota July 2014 - Present
Blue Cross and Blue Shield of Minnesota September 2012 - July 2014
Blue Cross Blue Shield of Minnesota September 2010 - August 2012
Blue Cross Blue Shield of Minnesota March 2006 - September 2010
Sun Life Financial June 2005 - February 2006
Blue Cross Blue Shield of Minnesota September 2000 - June 2005
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, Leadership, Managed Care, Healthcare, Management, Process Improvement, Account Management, Selling, Sales, Competitive Analysis, Medicare
Education
Bethel University 1993 — 1996
Bachelor of Arts, Business Management; Marketing
Blue Cross and Blue Shield of Minnesota July 2014 - Present
Blue Cross and Blue Shield of Minnesota September 2012 - July 2014
Blue Cross Blue Shield of Minnesota September 2010 - August 2012
Blue Cross Blue Shield of Minnesota March 2006 - September 2010
Sun Life Financial June 2005 - February 2006
Blue Cross Blue Shield of Minnesota September 2000 - June 2005
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, Leadership, Managed Care, Healthcare, Management, Process Improvement, Account Management, Selling, Sales, Competitive Analysis, Medicare
Education
Bethel University 1993 — 1996
Bachelor of Arts, Business Management; Marketing
Stanley Rameau's Sun Life Financial Experience June 2012 - Present
Job Public Relations Manager at Kreyol
Industry Marketing and Advertising
Experience
Kreyol January 2012 - Present
Sun Life Financial June 2012 - Present
Hill Holliday June 2011 - April 2012
National Black MBA Association Leaders Of Tomorrow January 2011 - November 2011
Skills
Microsoft Office, PowerPoint, Excel, Microsoft Excel, Marketing, Sales, Social Media Marketing, Social Media, Market Research, Marketing Strategy, Digital Marketing, Marketing Communications, QPS, New Business Development, Business Planning, Small Business, Advertising, Account Management, Competitive Analysis, Customer Service, Event Planning, Facebook, Social Networking, Time Management
Education
Bentley University 2008 — 2012
Bachelor of Science, Marketing and Media Arts Society
Bentley University
Bachelor of Science, Marketing and Liberal Studies; Media Arts & Society
Kreyol January 2012 - Present
Sun Life Financial June 2012 - Present
Hill Holliday June 2011 - April 2012
National Black MBA Association Leaders Of Tomorrow January 2011 - November 2011
Skills
Microsoft Office, PowerPoint, Excel, Microsoft Excel, Marketing, Sales, Social Media Marketing, Social Media, Market Research, Marketing Strategy, Digital Marketing, Marketing Communications, QPS, New Business Development, Business Planning, Small Business, Advertising, Account Management, Competitive Analysis, Customer Service, Event Planning, Facebook, Social Networking, Time Management
Education
Bentley University 2008 — 2012
Bachelor of Science, Marketing and Media Arts Society
Bentley University
Bachelor of Science, Marketing and Liberal Studies; Media Arts & Society
Melysa Latham's Sun Life Financial Experience June 2012 - August 2012
Job Communications/Marketing at Riverview Capital Advisers, LLC
Industry Marketing and Advertising
Experience
Riverview Capital Advisers, LLC January 2013 - Present
Sun Life Financial June 2012 - August 2012
Karmaloop.com October 2011 - June 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Marketing, Research, Social Networking, Illustrator, Public Relations
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Riverview Capital Advisers, LLC January 2013 - Present
Sun Life Financial June 2012 - August 2012
Karmaloop.com October 2011 - June 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Marketing, Research, Social Networking, Illustrator, Public Relations
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Carolyn (Lawless) Healy Walker's Sun Life Financial Experience June 1994 - November 2000
Job Benefit Counselor
Industry Insurance
Experience
Colonial Life August 2015 - Present
Aflac January 2015 - July 2015
AIPSO January 2012 - October 2014
Blue Cod Technologies September 2011 - December 2011
Blue Cod Technologies December 2007 - August 2011
Sun Life Financial June 1994 - November 2000
Skills
C, C++, Visual Basic, SQL Server 2000-2008, Oracle SQL, Crystal Reports, Business Analysis, Systems Analysis, Microsoft Office, Life Insurance, Property & Casualty..., Microsoft SQL Server, Oracle, SQL, Visio, Requirements Analysis, Requirements Gathering, Software Project..., Customer Service, Software Documentation
Education
Boston College 1990 — 1994
BA, Mathematics
Colonial Life August 2015 - Present
Aflac January 2015 - July 2015
AIPSO January 2012 - October 2014
Blue Cod Technologies September 2011 - December 2011
Blue Cod Technologies December 2007 - August 2011
Sun Life Financial June 1994 - November 2000
Skills
C, C++, Visual Basic, SQL Server 2000-2008, Oracle SQL, Crystal Reports, Business Analysis, Systems Analysis, Microsoft Office, Life Insurance, Property & Casualty..., Microsoft SQL Server, Oracle, SQL, Visio, Requirements Analysis, Requirements Gathering, Software Project..., Customer Service, Software Documentation
Education
Boston College 1990 — 1994
BA, Mathematics
Kevin Klein's Sun Life Financial Experience March 2000 - October 2002
Job Chief Marketing, Sales and Strategy Officer
Industry Hospital & Health Care
Experience
BMC HealthNet Plan / Well Sense Health Plan September 2012 - Present
DentaQuest May 2009 - September 2012
DentaQuest May 2005 - May 2009
Doral Dental/DentaQuest February 2003 - May 2005
Sun Life Financial March 2000 - October 2002
Deloitte October 1998 - March 2000
Cambridge Savings Bank 1995 - 2000
Skills
Vice Presidents, Strategic Planning, Marketing, Strategic Leadership, Executive Management, Sales Management, Healthcare Management, Medicaid Managed Care, Manage Client..., Cost Management, Operations Management, Network Contracting, Utilization Management, Utilization Review, Market Development, Client Development, Change Management, Acquisition Integration, New Business Development, Board Relations, Board level experience, P&L Accountability, Clinical Data Management, Leading Development..., Team Leadership, System Conversion, Customer Retention, Revenue, Profit Center Management, Critical Thinking, CRM, Performance Dashboards, Superior Client Service, Sales Growth, Growing Businesses, Growth Strategies, Provider Relations, Program Management, Insurance, Leadership, HMO, Healthcare, Health Insurance, Analytics, Health Policy, Client Services, PPO, Managed Care
Education
Boston College 1983 — 1991
MBA, BBA, Business Management
BMC HealthNet Plan / Well Sense Health Plan September 2012 - Present
DentaQuest May 2009 - September 2012
DentaQuest May 2005 - May 2009
Doral Dental/DentaQuest February 2003 - May 2005
Sun Life Financial March 2000 - October 2002
Deloitte October 1998 - March 2000
Cambridge Savings Bank 1995 - 2000
Skills
Vice Presidents, Strategic Planning, Marketing, Strategic Leadership, Executive Management, Sales Management, Healthcare Management, Medicaid Managed Care, Manage Client..., Cost Management, Operations Management, Network Contracting, Utilization Management, Utilization Review, Market Development, Client Development, Change Management, Acquisition Integration, New Business Development, Board Relations, Board level experience, P&L Accountability, Clinical Data Management, Leading Development..., Team Leadership, System Conversion, Customer Retention, Revenue, Profit Center Management, Critical Thinking, CRM, Performance Dashboards, Superior Client Service, Sales Growth, Growing Businesses, Growth Strategies, Provider Relations, Program Management, Insurance, Leadership, HMO, Healthcare, Health Insurance, Analytics, Health Policy, Client Services, PPO, Managed Care
Education
Boston College 1983 — 1991
MBA, BBA, Business Management
Maryse Gagnon Maryse Gagnon's Sun Life Financial Experience January 1999 - March 2002
Job Coordinator Marketing and Distribution at Industrial Alliance
Industry Insurance
Experience
Industrial Alliance July 2013 - Present
Desjardins Financial Security November 2008 - July 2013
Desjardins Financial Security January 2005 - November 2008
Desjardins Financial Security March 2002 - January 2005
Sun Life Financial January 1999 - March 2002
Sun Life Financial July 1987 - January 1999
Skills
Management, Marketing Strategy, Marketing Communications, Marketing, Insurance, Direct Marketing, Business Strategy, Marketing Management, CRM, Retirement, Business Development, Strategy, Strategic Planning, Marketing Research, Digital Marketing, Corporate Communications, B2B, Email Marketing
Education
Bishop's University 1984 — 1987
BBA, Business administration
Industrial Alliance July 2013 - Present
Desjardins Financial Security November 2008 - July 2013
Desjardins Financial Security January 2005 - November 2008
Desjardins Financial Security March 2002 - January 2005
Sun Life Financial January 1999 - March 2002
Sun Life Financial July 1987 - January 1999
Skills
Management, Marketing Strategy, Marketing Communications, Marketing, Insurance, Direct Marketing, Business Strategy, Marketing Management, CRM, Retirement, Business Development, Strategy, Strategic Planning, Marketing Research, Digital Marketing, Corporate Communications, B2B, Email Marketing
Education
Bishop's University 1984 — 1987
BBA, Business administration
Bryan Cadel Bryan Cadel's Sun Life Financial Experience April 2005 - November 2010
Job Attorney and Compliance Expert for Insurance, Regulatory, and Corporate Initiatives
Industry Insurance
Experience
The Guardian Life Insurance Company of America May 2012 - Present
Commonwealth Annuity and Life Insurance Company (Goldman Sachs) March 2011 - April 2012
Sun Life Financial April 2005 - November 2010
John Hancock Financial Services, Inc. September 1986 - December 2004
Education
Case Western Reserve University School of Law
J.D., Law
Boston College
Bachelor's Degree, Economics
The Guardian Life Insurance Company of America May 2012 - Present
Commonwealth Annuity and Life Insurance Company (Goldman Sachs) March 2011 - April 2012
Sun Life Financial April 2005 - November 2010
John Hancock Financial Services, Inc. September 1986 - December 2004
Education
Case Western Reserve University School of Law
J.D., Law
Boston College
Bachelor's Degree, Economics
Randy Dowden, PMP, CSM Randy Dowden, PMP, CSM's Sun Life Financial Experience September 2011 - September 2013
Job Project Manager Technoloy Solutions, TD Insurance
Industry Information Technology and Services
Experience
TD Insurance September 2014 - Present
TD Insurance September 2013 - August 2014
Sun Life Financial September 2011 - September 2013
Banque Laurentienne January 2011 - September 2011
TD Insurance August 2010 - January 2011
Intact Financial Corporation May 2009 - June 2010
belairdirect / ING Canada July 2007 - May 2009
RBC Royal Bank September 1995 - June 2007
Skills
Project Management, Team Leadership, CRM, Requirements Analysis, Business Intelligence, Software Development, Oracle, Integration, Team Management, Management, SDLC, PMO, Leadership, Strategy, Quality Assurance, ERP, Agile Methodologies, Enterprise Software, IT Management, Program Management, Software Project..., Project Delivery, Business Process, Business Analysis, Vendor Management, PMP, MS Project, IT Service Management, Business Process..., IT Strategy, Project Portfolio..., Requirements Gathering, Software Documentation, Visio, Business Requirements, Security, Testing
Education
PMP 2005 — 2005
PMP, Project Management
Bishop's University 1992 — 1994
Bachelor's degree, Business, Computer Science
TD Insurance September 2014 - Present
TD Insurance September 2013 - August 2014
Sun Life Financial September 2011 - September 2013
Banque Laurentienne January 2011 - September 2011
TD Insurance August 2010 - January 2011
Intact Financial Corporation May 2009 - June 2010
belairdirect / ING Canada July 2007 - May 2009
RBC Royal Bank September 1995 - June 2007
Skills
Project Management, Team Leadership, CRM, Requirements Analysis, Business Intelligence, Software Development, Oracle, Integration, Team Management, Management, SDLC, PMO, Leadership, Strategy, Quality Assurance, ERP, Agile Methodologies, Enterprise Software, IT Management, Program Management, Software Project..., Project Delivery, Business Process, Business Analysis, Vendor Management, PMP, MS Project, IT Service Management, Business Process..., IT Strategy, Project Portfolio..., Requirements Gathering, Software Documentation, Visio, Business Requirements, Security, Testing
Education
PMP 2005 — 2005
PMP, Project Management
Bishop's University 1992 — 1994
Bachelor's degree, Business, Computer Science
Lisa Neitlich Lisa Neitlich's Sun Life Financial Experience January 2006 - February 2009
Job Sr. Project Advisor, Dell Corporation at Harvard Pilgrim Health Care
Industry Hospital & Health Care
Experience
Dell at Harvard Pilgrim Health Care May 2013 - Present
Dell Services, IT Project Services June 2011 - Present
Wells Fargo Bank for Norman Technologies March 2010 - June 2011
Sun Life Financial January 2006 - February 2009
Sun Life Financial 2004 - 2006
Skills
Process Improvement, Program Management, Project Management, Integration, Software Documentation, SDLC, PMP, Management, Customer Service, Business Analysis, Software Project..., Risk Management, Disaster Recovery, IT Strategy, Team Leadership, Visio, IT Management, Analysis, Call Centers, Budgets, Change Management, Training, Requirements Analysis, MS Project, Team Building, Vendor Management, Project Portfolio..., Enterprise Software, Business Process, Business Process..., Contract Negotiation, Requirements Gathering, CRM, Cross-functional Team..., Business Intelligence, Information Technology, ITIL, Outsourcing, Microsoft Project
Education
University of Massachusetts, Amherst 1989 — 1990
BA, Organizational Development
Boston College 1986 — 1988
BA, Organizational Development, Organizational Development
Dell at Harvard Pilgrim Health Care May 2013 - Present
Dell Services, IT Project Services June 2011 - Present
Wells Fargo Bank for Norman Technologies March 2010 - June 2011
Sun Life Financial January 2006 - February 2009
Sun Life Financial 2004 - 2006
Skills
Process Improvement, Program Management, Project Management, Integration, Software Documentation, SDLC, PMP, Management, Customer Service, Business Analysis, Software Project..., Risk Management, Disaster Recovery, IT Strategy, Team Leadership, Visio, IT Management, Analysis, Call Centers, Budgets, Change Management, Training, Requirements Analysis, MS Project, Team Building, Vendor Management, Project Portfolio..., Enterprise Software, Business Process, Business Process..., Contract Negotiation, Requirements Gathering, CRM, Cross-functional Team..., Business Intelligence, Information Technology, ITIL, Outsourcing, Microsoft Project
Education
University of Massachusetts, Amherst 1989 — 1990
BA, Organizational Development
Boston College 1986 — 1988
BA, Organizational Development, Organizational Development
RJ Thibault's Sun Life Financial Experience November 2006 - June 2007
Job Controller at Bose Corporation
Industry Consumer Electronics
Experience
Bose Corporation July 2013 - Present
Bose Corporation September 2008 - July 2013
Bose Corporation June 2007 - September 2008
Sun Life Financial November 2006 - June 2007
Fresenius Medical Care- North America September 2004 - November 2006
Fresenius Medical Care- North America May 2001 - September 2004
Skills
Auditing, Financial Analysis, Accounting, Finance, Analysis, Pricing, Management, Sales, Income Statement, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Forecasting, SAP, Process Improvement, Budgets, Strategic Financial..., Variance Analysis
Education
Fitchburg State University 2007 — 2009
MBA, Management
Bentley University 1997 — 2001
BS, Finance
Bose Corporation July 2013 - Present
Bose Corporation September 2008 - July 2013
Bose Corporation June 2007 - September 2008
Sun Life Financial November 2006 - June 2007
Fresenius Medical Care- North America September 2004 - November 2006
Fresenius Medical Care- North America May 2001 - September 2004
Skills
Auditing, Financial Analysis, Accounting, Finance, Analysis, Pricing, Management, Sales, Income Statement, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Forecasting, SAP, Process Improvement, Budgets, Strategic Financial..., Variance Analysis
Education
Fitchburg State University 2007 — 2009
MBA, Management
Bentley University 1997 — 2001
BS, Finance
John-Patrick Hull's Sun Life Financial Experience 1992 - 1997
Job Insurance Professional
Industry Insurance
Experience
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies May 2011 - May 2015
J Allan Hall Assoc 2007 - 2010
Standard Security Life Insurance Company of New York 2004 - 2007
Zurich North America 1999 - 2004
HM Insurance Group September 1997 - 1997
Swiss Re 1997 - 1997
Sun Life Financial 1992 - 1997
Excess Health, Inc. May 1989 - November 1992
Skills
Health Insurance, Insurance, Underwriting, Disability Insurance, Brokers, Self-funded, Claims Management, Claim, Reinsurance, Commercial Insurance, Health Savings Accounts, Employee Benefits, Accident, Managed Care, Workers Compensation, Life Insurance
Education
Boston College 1996 — 1998
BS, Marketing
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies May 2011 - May 2015
J Allan Hall Assoc 2007 - 2010
Standard Security Life Insurance Company of New York 2004 - 2007
Zurich North America 1999 - 2004
HM Insurance Group September 1997 - 1997
Swiss Re 1997 - 1997
Sun Life Financial 1992 - 1997
Excess Health, Inc. May 1989 - November 1992
Skills
Health Insurance, Insurance, Underwriting, Disability Insurance, Brokers, Self-funded, Claims Management, Claim, Reinsurance, Commercial Insurance, Health Savings Accounts, Employee Benefits, Accident, Managed Care, Workers Compensation, Life Insurance
Education
Boston College 1996 — 1998
BS, Marketing
Mark Harrington's Sun Life Financial Experience June 2011 - August 2013
Job Talent Acquisition Consultant at State Street
Industry Human Resources
Experience
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
Chris Kilburn's Sun Life Financial Experience May 1989 - April 1995
Job Vice President, Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2006 - 2008
Fidelity Investments January 2005 - December 2005
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 2002
Fidelity Investments May 1995 - 1997
Sun Life Financial May 1989 - April 1995
Skills
Investments, Program Management, 401k, Call Center, Software Development, SOA, Application Architecture, PMO, Contact Centre, Global Delivery, Offshore Software..., IT Outsourcing, IT Governance, Large Scale Deployments, Large Scale Systems, Business Relationship..., Value Realization
Education
Boston College 1985 — 1989
Bachelor of Science (BS), Computer Science & Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
Bachelor of Science, Computer Science & Marketing
Fidelity Investments 2009 - Present
Fidelity Investments 2006 - 2008
Fidelity Investments January 2005 - December 2005
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 2002
Fidelity Investments May 1995 - 1997
Sun Life Financial May 1989 - April 1995
Skills
Investments, Program Management, 401k, Call Center, Software Development, SOA, Application Architecture, PMO, Contact Centre, Global Delivery, Offshore Software..., IT Outsourcing, IT Governance, Large Scale Deployments, Large Scale Systems, Business Relationship..., Value Realization
Education
Boston College 1985 — 1989
Bachelor of Science (BS), Computer Science & Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1989
Bachelor of Science, Computer Science & Marketing
Heather Siebenaler Heather Siebenaler's Sun Life Financial Experience June 2005 - February 2006
Job Principal Account Manager at Blue Cross and Blue Shield of Minnesota
Industry Insurance
Experience
Blue Cross and Blue Shield of Minnesota July 2014 - Present
Blue Cross and Blue Shield of Minnesota September 2012 - July 2014
Blue Cross Blue Shield of Minnesota September 2010 - August 2012
Blue Cross Blue Shield of Minnesota March 2006 - September 2010
Sun Life Financial June 2005 - February 2006
Sun Life Financial June 2005 - February 2006
Blue Cross Blue Shield of Minnesota September 2000 - June 2005
Blue Cross Blue Shield of Minnesota September 2000 - June 2005
Skills
Sales, Health Insurance, Leadership, Medicare, Training, Employee Benefits, Insurance, Management, Customer Service, Disability Insurance, Healthcare, Selling, Health Savings Accounts, Business Strategy
Education
Bethel University 1993 — 1996
Bachelor of Arts, Business Management; Marketing
Blue Cross and Blue Shield of Minnesota July 2014 - Present
Blue Cross and Blue Shield of Minnesota September 2012 - July 2014
Blue Cross Blue Shield of Minnesota September 2010 - August 2012
Blue Cross Blue Shield of Minnesota March 2006 - September 2010
Sun Life Financial June 2005 - February 2006
Sun Life Financial June 2005 - February 2006
Blue Cross Blue Shield of Minnesota September 2000 - June 2005
Blue Cross Blue Shield of Minnesota September 2000 - June 2005
Skills
Sales, Health Insurance, Leadership, Medicare, Training, Employee Benefits, Insurance, Management, Customer Service, Disability Insurance, Healthcare, Selling, Health Savings Accounts, Business Strategy
Education
Bethel University 1993 — 1996
Bachelor of Arts, Business Management; Marketing
Andy Kwong Andy Kwong's Sun Life Financial Experience January 2001 - April 2004
Job Information Technology Specialist at Newton at Home
Industry Information Technology and Services
Experience
Pfizer February 2014 - May 2014
Newton at Home March 2010 - December 2010
Root and Wings International May 2009 - June 2009
New Leaf Coaching May 2007 - April 2009
Rosetta Stone May 2007 - March 2008
Filene's Basement November 2004 - December 2006
Sun Life Financial January 2001 - April 2004
Citizens Bank May 2000 - December 2000
Share Group August 1999 - May 2000
Boston University School of Communications January 1994 - February 1994
Skills
Microsoft Excel, Non-profits, Editing, Nonprofits, Customer Service
Education
Boston College 2007 — 2008
Continuing Studies
Northeastern University 2001 — 2001
Paralegal
Boston University 1993 — 1997
BA, Statistics
Boston Latin School 1987 — 1993
Diploma
Pfizer February 2014 - May 2014
Newton at Home March 2010 - December 2010
Root and Wings International May 2009 - June 2009
New Leaf Coaching May 2007 - April 2009
Rosetta Stone May 2007 - March 2008
Filene's Basement November 2004 - December 2006
Sun Life Financial January 2001 - April 2004
Citizens Bank May 2000 - December 2000
Share Group August 1999 - May 2000
Boston University School of Communications January 1994 - February 1994
Skills
Microsoft Excel, Non-profits, Editing, Nonprofits, Customer Service
Education
Boston College 2007 — 2008
Continuing Studies
Northeastern University 2001 — 2001
Paralegal
Boston University 1993 — 1997
BA, Statistics
Boston Latin School 1987 — 1993
Diploma
Nola Sullivan's Sun Life Financial Experience June 2012 - Present
Job Senior Financial Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2012 - Present
MassBay Community College September 2007 - May 2011
Woodstone January 2007 - May 2011
MetLife June 1982 - May 2004
Skills
Financial Reporting, Financial Analysis, Expense Budget..., Budget Forecasts, Process Improvement, Compensation, Management, Team Leadership, Higher Education, Student Development, Teaching
Education
Bentley University 2015 — 2018
Master of Business Administration (MBA), Finance, General
Regis College 1978 — 1982
Bachelor's degree, Economics
Sun Life Financial June 2012 - Present
MassBay Community College September 2007 - May 2011
Woodstone January 2007 - May 2011
MetLife June 1982 - May 2004
Skills
Financial Reporting, Financial Analysis, Expense Budget..., Budget Forecasts, Process Improvement, Compensation, Management, Team Leadership, Higher Education, Student Development, Teaching
Education
Bentley University 2015 — 2018
Master of Business Administration (MBA), Finance, General
Regis College 1978 — 1982
Bachelor's degree, Economics
Mary Beth Kent's Sun Life Financial Experience 1980 - 2004
Job Sr VP Sales Medical Risk Managers
Industry Insurance
Experience
Medical Risk Managers 2005 - Present
Sun Life Financial 1980 - 2004
Skills
Health Insurance, Insurance, Life Insurance, Investments, Account Management, Claims Management, Stop Loss, Managed Care, Sales, Health Savings Accounts, Pensions, General Insurance, Dentistry, Casualty, Claim, Sales Management, Team Building, HIPAA, Group Insurance, Healthcare, Reinsurance, Relationship Management, Legal Liability, Liability, Professional Liability, Self-funded, Financial Analysis, Call Centers
Education
Boston College
BA Cum Laude
Boston College - Undergraduate;Cum Laude, Collin P. Proctor Award
Medical Risk Managers 2005 - Present
Sun Life Financial 1980 - 2004
Skills
Health Insurance, Insurance, Life Insurance, Investments, Account Management, Claims Management, Stop Loss, Managed Care, Sales, Health Savings Accounts, Pensions, General Insurance, Dentistry, Casualty, Claim, Sales Management, Team Building, HIPAA, Group Insurance, Healthcare, Reinsurance, Relationship Management, Legal Liability, Liability, Professional Liability, Self-funded, Financial Analysis, Call Centers
Education
Boston College
BA Cum Laude
Boston College - Undergraduate;Cum Laude, Collin P. Proctor Award
Antonio Ferrante Antonio Ferrante's Sun Life Financial Experience January 2013 - Present
Job Director Underwriting, Claims & Medical Risk Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2013 - Present
Sun Life Financial September 2010 - December 2012
Sun Life Financial February 2006 - August 2010
Unum May 1998 - February 2006
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Underwriting, Health Insurance, Claims Management, Claim, Long-term Care, Reinsurance, Brokers, Risk Management, Process Improvement, Training, Performance Management, Relationship Management, Leadership, Management, Analysis, Team Building, Human Resources, Financial Risk, Strategic Planning, Mergers & Acquisitions, Sales, Financial Services
Education
Berklee College of Music
Music Performance, General
University of Southern Maine
Organizational Design and Leadership, Insurance Risk Managment
Sun Life Financial January 2013 - Present
Sun Life Financial September 2010 - December 2012
Sun Life Financial February 2006 - August 2010
Unum May 1998 - February 2006
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Underwriting, Health Insurance, Claims Management, Claim, Long-term Care, Reinsurance, Brokers, Risk Management, Process Improvement, Training, Performance Management, Relationship Management, Leadership, Management, Analysis, Team Building, Human Resources, Financial Risk, Strategic Planning, Mergers & Acquisitions, Sales, Financial Services
Education
Berklee College of Music
Music Performance, General
University of Southern Maine
Organizational Design and Leadership, Insurance Risk Managment
Nikki Nguyen's Sun Life Financial Experience June 2014 - August 2014
Job Web Analytics Intern at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Bentley University- Academic Technology Center September 2012 - Present
Liberty Mutual Insurance January 2015 - March 2015
Applebee's December 2014 - March 2015
Sun Life Financial June 2014 - August 2014
Bentley University- Academic Technology Center October 2013 - January 2014
Artists For Humanity June 2013 - August 2013
The Stone Flower January 2012 - January 2013
State Street Corporation July 2012 - August 2012
Boston Financial Data Services July 2011 - August 2011
Artists For Humanity September 2008 - May 2009
Skills
Omniture, IBM Rational, Visio, Microsoft Excel, PowerPoint, Access, InDesign, Illustrator, Eclipse, Java, Graphic Design, Oracle SQL Developer, HTML, WordPress, Google Adwords, Google Analytics, Web Design, Relational Data Modeling, Photoshop Elements, Digital Art, Constant Contact, Microsoft Office, Adobe, Traditional Art Media, Illustration, Dreamweaver, Adobe Fireworks, Lotus Notes, Outlook, SPSS, Centra Saba Software, Research, WiX, Web des, SmartDraw, oracle
Education
Bentley University 2012 — 2016
Bachelor's degree, Major: Computer Information System; Minor: Information Designs & Corporate Communications, 3.87
Sophia University 2015 — 2015
Japanese Language and Literature
John D. O'Bryant School of Math and Science (College Prep. Exam School) 2008 — 2012
4.28 GPA
Bentley University- Academic Technology Center September 2012 - Present
Liberty Mutual Insurance January 2015 - March 2015
Applebee's December 2014 - March 2015
Sun Life Financial June 2014 - August 2014
Bentley University- Academic Technology Center October 2013 - January 2014
Artists For Humanity June 2013 - August 2013
The Stone Flower January 2012 - January 2013
State Street Corporation July 2012 - August 2012
Boston Financial Data Services July 2011 - August 2011
Artists For Humanity September 2008 - May 2009
Skills
Omniture, IBM Rational, Visio, Microsoft Excel, PowerPoint, Access, InDesign, Illustrator, Eclipse, Java, Graphic Design, Oracle SQL Developer, HTML, WordPress, Google Adwords, Google Analytics, Web Design, Relational Data Modeling, Photoshop Elements, Digital Art, Constant Contact, Microsoft Office, Adobe, Traditional Art Media, Illustration, Dreamweaver, Adobe Fireworks, Lotus Notes, Outlook, SPSS, Centra Saba Software, Research, WiX, Web des, SmartDraw, oracle
Education
Bentley University 2012 — 2016
Bachelor's degree, Major: Computer Information System; Minor: Information Designs & Corporate Communications, 3.87
Sophia University 2015 — 2015
Japanese Language and Literature
John D. O'Bryant School of Math and Science (College Prep. Exam School) 2008 — 2012
4.28 GPA
Jill Kirby Jill Kirby's Sun Life Financial Experience 2014 - Present
Job Client Relationship Manager
Industry Insurance
Experience
Sun Life Financial 2014 - Present
Sun Life Financial 2007 - 2014
Sun Life Financial 2004 - 2007
Sun Life Financial 2000 - 2004
Skills
Life Insurance, Disability Insurance, Health Insurance, Employee Benefits, Account Management, Critical Illness, Manage Client..., Voluntary Employee..., Association and Affinity, Group benefits
Education
Bishop's University
Sun Life Financial 2014 - Present
Sun Life Financial 2007 - 2014
Sun Life Financial 2004 - 2007
Sun Life Financial 2000 - 2004
Skills
Life Insurance, Disability Insurance, Health Insurance, Employee Benefits, Account Management, Critical Illness, Manage Client..., Voluntary Employee..., Association and Affinity, Group benefits
Education
Bishop's University
Marcia Lassman's Sun Life Financial Experience 1993 - 2006
Job Assistant Vice President, Tax at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services 2007 - Present
Sun Life Financial 1993 - 2006
Deloitte and Touche 1998 - 2003
Internal Revenue Service 1984 - 1988
Education
Bentley University 1986 — 1990
Masters of Science in Taxation
Boston University 1980 — 1984
Bachelor of Science in Business Administration (B.S.B.A), Accounting
John Hancock Financial Services 2007 - Present
Sun Life Financial 1993 - 2006
Deloitte and Touche 1998 - 2003
Internal Revenue Service 1984 - 1988
Education
Bentley University 1986 — 1990
Masters of Science in Taxation
Boston University 1980 — 1984
Bachelor of Science in Business Administration (B.S.B.A), Accounting
Pallavi Khosla Pallavi Khosla's Sun Life Financial Experience June 2010 - December 2010
Job IT Business Analyst now looking for New Opportunities
Industry Insurance
Experience
FirstBest Systems, Inc. October 2011 - Present
Sun Life Financial June 2010 - December 2010
Computer Sciences Corporation July 2007 - June 2010
Max New York Life Insurance Co. Ltd June 2005 - July 2007
Max New York Life Insurance Co. Ltd December 2004 - May 2005
Skills
Oracle SQL, Use Cases, UML Tools, SQL, Requirements Gathering, SDLC, MIS, Business Analysis, CRM, Vendor Management, Requirements Analysis, Analysis, Project Management, Project Planning, MS Project, Management, Microsoft Project, Agile Methodologies, Business Process, User Acceptance Testing
Education
Birla Institute of Technology 2003 — 2004
PGDIRM, Insurance and Risk Management
Delhi University 1999 — 2002
B.Com, Commerce
Bal Bharti public school 1998 — 1999
High School, Commerce
FirstBest Systems, Inc. October 2011 - Present
Sun Life Financial June 2010 - December 2010
Computer Sciences Corporation July 2007 - June 2010
Max New York Life Insurance Co. Ltd June 2005 - July 2007
Max New York Life Insurance Co. Ltd December 2004 - May 2005
Skills
Oracle SQL, Use Cases, UML Tools, SQL, Requirements Gathering, SDLC, MIS, Business Analysis, CRM, Vendor Management, Requirements Analysis, Analysis, Project Management, Project Planning, MS Project, Management, Microsoft Project, Agile Methodologies, Business Process, User Acceptance Testing
Education
Birla Institute of Technology 2003 — 2004
PGDIRM, Insurance and Risk Management
Delhi University 1999 — 2002
B.Com, Commerce
Bal Bharti public school 1998 — 1999
High School, Commerce
Mark Riesmeyer's Sun Life Financial Experience 2005 - February 2008
Job Financial Professional Focusing on Life Insurance for Personal and Business Planning
Industry Financial Services
Experience
TIME Financial May 2015 - Present
Insurance Designers of America March 2012 - April 2015
Sun Life Financial Distributors March 2008 - January 2012
Sun Life Financial 2005 - February 2008
Sun Life Financial August 2004 - June 2005
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Majors: Economics and Sociology
Rockhurst High School 1996 — 2000
TIME Financial May 2015 - Present
Insurance Designers of America March 2012 - April 2015
Sun Life Financial Distributors March 2008 - January 2012
Sun Life Financial 2005 - February 2008
Sun Life Financial August 2004 - June 2005
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Majors: Economics and Sociology
Rockhurst High School 1996 — 2000
Siddhant Gupta's Sun Life Financial Experience June 2014 - August 2014
Job Senior at Bentley University
Industry Financial Services
Experience
Office of Academic Services September 2013 - December 2014
Sun Life Financial June 2014 - August 2014
Millennium Conferencing Systems May 2013 - August 2013
Sahuwala Cereals May 2012 - August 2012
ING Vysya July 2011 - August 2011
Cybage July 2010 - August 2010
Skills
Project Management, Sound Mixing, Purchasing Negotiation, Team Leadership, Social Services, Innovation Management, Data Analysis, Flour Mills, B2B AV Market, Product Marketing, Microsoft Office, Financial Analysis, Economics
Education
Bentley University 2011 — 2015
Bachelor of Business Administration (BBA), Economics-Finance, Management, 3.55
Woodstock School 2009 — 2011
Advanced Placement
St. Mary's School 1999 — 2009
Office of Academic Services September 2013 - December 2014
Sun Life Financial June 2014 - August 2014
Millennium Conferencing Systems May 2013 - August 2013
Sahuwala Cereals May 2012 - August 2012
ING Vysya July 2011 - August 2011
Cybage July 2010 - August 2010
Skills
Project Management, Sound Mixing, Purchasing Negotiation, Team Leadership, Social Services, Innovation Management, Data Analysis, Flour Mills, B2B AV Market, Product Marketing, Microsoft Office, Financial Analysis, Economics
Education
Bentley University 2011 — 2015
Bachelor of Business Administration (BBA), Economics-Finance, Management, 3.55
Woodstock School 2009 — 2011
Advanced Placement
St. Mary's School 1999 — 2009
Lisa Mulligan's Sun Life Financial Experience January 2000 - April 2010
Job Human Resources Professional
Industry Human Resources
Experience
Tiffany & Co. January 2012 - Present
Stryker Orthopaedics 2010 - 2011
Sun Life Financial January 2000 - April 2010
Sun Life Financial May 1999 - December 2000
Roche Pharmaceuticals February 1998 - March 1999
Roche Pharmaceuticals January 1997 - January 1998
Roche Pharmaceuticals June 1995 - January 1997
Roche Pharmaceuticals March 1993 - June 1995
Roche Pharmaceuticals October 1991 - February 1993
Roche Pharmaceuticals November 1990 - October 1991
Skills
PeopleSoft, Human Resources, HRIS, Talent Acquisition, Payroll, Onboarding, Deferred Compensation, Employee Benefits, ADP Payroll, Training, Process Improvement
Education
NEIA 2008 — 2012
Bergen Community College 1995 — 1999
Associate of Arts, Liberal Arts
Tiffany & Co. January 2012 - Present
Stryker Orthopaedics 2010 - 2011
Sun Life Financial January 2000 - April 2010
Sun Life Financial May 1999 - December 2000
Roche Pharmaceuticals February 1998 - March 1999
Roche Pharmaceuticals January 1997 - January 1998
Roche Pharmaceuticals June 1995 - January 1997
Roche Pharmaceuticals March 1993 - June 1995
Roche Pharmaceuticals October 1991 - February 1993
Roche Pharmaceuticals November 1990 - October 1991
Skills
PeopleSoft, Human Resources, HRIS, Talent Acquisition, Payroll, Onboarding, Deferred Compensation, Employee Benefits, ADP Payroll, Training, Process Improvement
Education
NEIA 2008 — 2012
Bergen Community College 1995 — 1999
Associate of Arts, Liberal Arts
Kamil Massani Kamil Massani's Sun Life Financial Experience October 2012 - Present
Job Application Analyst at Sun Life Financial
Industry Automotive
Experience
Sun Life Financial October 2012 - Present
Sun Life Financial March 2011 - October 2012
Descartes Systems Group November 2008 - March 2011
Linamar December 2007 - November 2008
Sheridan College November 2006 - December 2007
Kampala Pharmaceuticals Industries July 2003 - March 2006
Computech Services May 2001 - April 2003
Skills
Adobe LiveCycle Designer, EDI, Silverlight, .NET, XML, MVC, SQL, ETL, Visual Studio, SSRS, Oracle, SharePoint, Microsoft SQL Server, C#, ASP.NET, ASP, SSIS, Crystal Reports
Education
Sheridan College 2006 — 2007
College Diploma, Software Development
Bhavnagar University 1999 — 2003
Bachelor's, Computer Engineering
Sun Life Financial October 2012 - Present
Sun Life Financial March 2011 - October 2012
Descartes Systems Group November 2008 - March 2011
Linamar December 2007 - November 2008
Sheridan College November 2006 - December 2007
Kampala Pharmaceuticals Industries July 2003 - March 2006
Computech Services May 2001 - April 2003
Skills
Adobe LiveCycle Designer, EDI, Silverlight, .NET, XML, MVC, SQL, ETL, Visual Studio, SSRS, Oracle, SharePoint, Microsoft SQL Server, C#, ASP.NET, ASP, SSIS, Crystal Reports
Education
Sheridan College 2006 — 2007
College Diploma, Software Development
Bhavnagar University 1999 — 2003
Bachelor's, Computer Engineering
Alexia Monsen's Sun Life Financial Experience June 2005 - August 2008
Job Manager, Customer Communications Programs at Iron Mountain
Industry Public Relations and Communications
Experience
Iron Mountain December 2009 - Present
The Rivers School September 2008 - October 2009
Sun Life Financial June 2005 - August 2008
Northeastern University February 2002 - June 2005
The O'Neill Committee August 2001 - November 2001
Porter Novelli International December 2000 - June 2001
Skills
Internal Communications, Social Media, Public Relations, Marketing Communications, Brand Management, Program Management, Analysis, Sponsorship, Management, Marketing, Email Marketing, Strategic Communications, Integrated Marketing, Corporate Communications, Strategy, Leadership, Strategic Planning, Press Releases, Salesforce.com, Strategic Partnerships, Social Media Marketing, Marketing Strategy, Cross-functional Team...
Education
Boston College
BA, English and Philosophy
Northeastern University D'Amore-McKim School of Business
MBA, Marketing
Iron Mountain December 2009 - Present
The Rivers School September 2008 - October 2009
Sun Life Financial June 2005 - August 2008
Northeastern University February 2002 - June 2005
The O'Neill Committee August 2001 - November 2001
Porter Novelli International December 2000 - June 2001
Skills
Internal Communications, Social Media, Public Relations, Marketing Communications, Brand Management, Program Management, Analysis, Sponsorship, Management, Marketing, Email Marketing, Strategic Communications, Integrated Marketing, Corporate Communications, Strategy, Leadership, Strategic Planning, Press Releases, Salesforce.com, Strategic Partnerships, Social Media Marketing, Marketing Strategy, Cross-functional Team...
Education
Boston College
BA, English and Philosophy
Northeastern University D'Amore-McKim School of Business
MBA, Marketing
Tony Perry Tony Perry's Sun Life Financial Experience March 2008 - August 2013
Job Director Project Management at Delaware Life
Industry Information Technology and Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial March 2008 - August 2013
Sun Life Financial May 2002 - March 2008
Sun Life Financial January 1998 - May 2002
Sun Life Financial January 1995 - January 1998
First Data Corporation January 1994 - December 1994
Hewlett-Packard March 1989 - January 1994
Skills
Project Management, Organizational..., Cross-collaborations, Process Implementation, Global Team Leadership, Interpersonal..., Strategic..., Training & Development, Relationship Management..., Operational Management, Cross-Functional..., Time Management, Account Management, Investments, General Ledger, ERP, Oracle E-Business Suite, PeopleSoft, People Skills, Essbase, Microsoft Office, Data Warehousing, Business Intelligence, Management, SOX Compliancy, Process Improvement, Analysis, Strategic Planning, Budgets, SDLC, Systems Analysis, Disaster Recovery, Access, Quality Assurance, Financial Services, Leadership, Vendor Management, Enterprise Software, Employee Training, Testing, Consulting, Visio, Business Process..., Risk Management, Project Portfolio..., Interpersonal..., Operations Management, Business Analysis
Education
Bentley University 2002 — 2002
Certificate Program, Project Management
Bentley University 2000 — 2000
Certificate Program, Internet Systems Management
Suffolk University 1991 — 1993
Executive MBA, Finance
Suffolk University 1981 — 1985
BSBA, Computer Information Systems
Delaware Life August 2013 - Present
Sun Life Financial March 2008 - August 2013
Sun Life Financial May 2002 - March 2008
Sun Life Financial January 1998 - May 2002
Sun Life Financial January 1995 - January 1998
First Data Corporation January 1994 - December 1994
Hewlett-Packard March 1989 - January 1994
Skills
Project Management, Organizational..., Cross-collaborations, Process Implementation, Global Team Leadership, Interpersonal..., Strategic..., Training & Development, Relationship Management..., Operational Management, Cross-Functional..., Time Management, Account Management, Investments, General Ledger, ERP, Oracle E-Business Suite, PeopleSoft, People Skills, Essbase, Microsoft Office, Data Warehousing, Business Intelligence, Management, SOX Compliancy, Process Improvement, Analysis, Strategic Planning, Budgets, SDLC, Systems Analysis, Disaster Recovery, Access, Quality Assurance, Financial Services, Leadership, Vendor Management, Enterprise Software, Employee Training, Testing, Consulting, Visio, Business Process..., Risk Management, Project Portfolio..., Interpersonal..., Operations Management, Business Analysis
Education
Bentley University 2002 — 2002
Certificate Program, Project Management
Bentley University 2000 — 2000
Certificate Program, Internet Systems Management
Suffolk University 1991 — 1993
Executive MBA, Finance
Suffolk University 1981 — 1985
BSBA, Computer Information Systems
Edward Gray's Sun Life Financial Experience July 2009 - February 2012
Job Manager Financial Planning & Analysis at DentaQuest
Industry Insurance
Experience
DentaQuest June 2015 - Present
DentaQuest February 2012 - June 2015
Sun Life Financial July 2009 - February 2012
Sun Life Financial May 2006 - July 2009
State Street January 2005 - May 2006
State Street August 2003 - December 2004
Boston College May 2002 - July 2003
Skills
Forecasting, Financial Modeling, Financial Reporting, Budget Management, Expense Management, IBM Cognos TM1, IBM Cognos Enterprise..., Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Crystal Analysis, A3 Modeling, OROS, Sales Incentive Plan..., Essbase, Oracle Financials, Oracle Discoverer, Sales Reporting, Oracle E-Business Suite, Analysis, Finance, Budgets, Access
Education
Boston College 1999 — 2003
Bachelor, History and Economics
Xaverian Brothers High School 1995 — 1999
DentaQuest June 2015 - Present
DentaQuest February 2012 - June 2015
Sun Life Financial July 2009 - February 2012
Sun Life Financial May 2006 - July 2009
State Street January 2005 - May 2006
State Street August 2003 - December 2004
Boston College May 2002 - July 2003
Skills
Forecasting, Financial Modeling, Financial Reporting, Budget Management, Expense Management, IBM Cognos TM1, IBM Cognos Enterprise..., Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Crystal Analysis, A3 Modeling, OROS, Sales Incentive Plan..., Essbase, Oracle Financials, Oracle Discoverer, Sales Reporting, Oracle E-Business Suite, Analysis, Finance, Budgets, Access
Education
Boston College 1999 — 2003
Bachelor, History and Economics
Xaverian Brothers High School 1995 — 1999
Peter DelCioppo's Sun Life Financial Experience August 2012 - Present
Job Actuarial Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2012 - Present
Sun Life Financial March 2012 - July 2012
Sun Life Financial August 2011 - February 2012
Sun Life Financial August 2009 - July 2011
Sun Life Financial October 2007 - July 2009
Skills
MG-ALFA, VBA, APL, Excel, Access, Analysis, ALM, Microsoft Excel, Valuation, Actuarial Science, Financial Modeling
Education
Boston College 2003 — 2007
B.S., Physics
Sun Life Financial August 2012 - Present
Sun Life Financial March 2012 - July 2012
Sun Life Financial August 2011 - February 2012
Sun Life Financial August 2009 - July 2011
Sun Life Financial October 2007 - July 2009
Skills
MG-ALFA, VBA, APL, Excel, Access, Analysis, ALM, Microsoft Excel, Valuation, Actuarial Science, Financial Modeling
Education
Boston College 2003 — 2007
B.S., Physics
Brian Barry's Sun Life Financial Experience July 2003 - Present
Job Senior Sales Representative at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial July 2003 - Present
Transamerica Retirement Services July 2000 - October 2003
New England Financial 1997 - 2000
Skills
Employee Benefits, Group Life, Dental Insurance, Short Term Disability, Long Term Disability, Underwriting, Health Insurance, Disabilities, Life Insurance, Brokers, Insurance, Long-term Care, Disability Insurance, Sales, Accident, New Business Development, Salesforce.com, Term Life Insurance, Critical Illness, Retirement, Account Management, Benefits Administration
Education
Boston College 1993 — 1997
xaverian brothers
boston college
Sun Life Financial July 2003 - Present
Transamerica Retirement Services July 2000 - October 2003
New England Financial 1997 - 2000
Skills
Employee Benefits, Group Life, Dental Insurance, Short Term Disability, Long Term Disability, Underwriting, Health Insurance, Disabilities, Life Insurance, Brokers, Insurance, Long-term Care, Disability Insurance, Sales, Accident, New Business Development, Salesforce.com, Term Life Insurance, Critical Illness, Retirement, Account Management, Benefits Administration
Education
Boston College 1993 — 1997
xaverian brothers
boston college
Scott Wishart's Sun Life Financial Experience November 2001 - August 2013
Job Assistant Vice President, IT & Administrative Services at Delaware Life Insurance Company
Industry Financial Services
Experience
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2001 - August 2013
Keyport Life Insurance 1988 - 2001
Education
Bentley University 1984 — 1988
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2001 - August 2013
Keyport Life Insurance 1988 - 2001
Education
Bentley University 1984 — 1988
Vipin Sehgal, CISA's Sun Life Financial Experience December 2003 - November 2011
Job President, Vipin Sehgal and Associates
Industry Information Technology and Services
Experience
Corporate Finance Audit Assurance Services Team, Provincial Government of Ontario December 2012 - Present
Vipin Sehgal and Associates January 2012 - Present
HOOPP (Healthcare of Ontario Pension Plan) April 2014 - October 2014
The Canadian Depository for Securities Limited (CDS) January 2012 - May 2012
Sun Life Financial December 2003 - November 2011
Hydro One 1999 - 2003
RBC 1989 - 1999
province of nova scotia 1974 - 1979
Skills
Risk Management, Change Management, Enterprise Architecture, Research, Operational Planning, Sarbanes-Oxley Act, Business Analysis, IT Audit, Process Improvement, Financial Analysis, Enterprise Risk..., Security, Risk Assessment, Internal Controls, Auditing, SDLC, Financial Risk, Accounting
Education
Saint Mary's University 1969 — 1972
BA, Mathematics
BITS Pilani 1964 — 1966
Oak Grove School, Jharipani, Mussoorie 1959 — 1963
Senior Cambridge, Sciences
Corporate Finance Audit Assurance Services Team, Provincial Government of Ontario December 2012 - Present
Vipin Sehgal and Associates January 2012 - Present
HOOPP (Healthcare of Ontario Pension Plan) April 2014 - October 2014
The Canadian Depository for Securities Limited (CDS) January 2012 - May 2012
Sun Life Financial December 2003 - November 2011
Hydro One 1999 - 2003
RBC 1989 - 1999
province of nova scotia 1974 - 1979
Skills
Risk Management, Change Management, Enterprise Architecture, Research, Operational Planning, Sarbanes-Oxley Act, Business Analysis, IT Audit, Process Improvement, Financial Analysis, Enterprise Risk..., Security, Risk Assessment, Internal Controls, Auditing, SDLC, Financial Risk, Accounting
Education
Saint Mary's University 1969 — 1972
BA, Mathematics
BITS Pilani 1964 — 1966
Oak Grove School, Jharipani, Mussoorie 1959 — 1963
Senior Cambridge, Sciences
Shiamin Melville's Sun Life Financial Experience 2004 - 2006
Job Business Analyst at Workscape
Industry Human Resources
Experience
Workscape Business AnalystWorkscape, an ADP Company2006 - Present
ADP-Workscape 2006 - Present
Sun Life Financial 2004 - 2006
Sunlife Financial 2004 - 2006
Wachovia 2001 - 2004
PFPC 2000 - 2001
First Data Corporation 1997 - 2000
BOSTON FEDERAL SAVINGS BANK 1988 - 1997
Education
University of Mumbai 1974 — 1976
M. Sc.
University of Mumbai 1969 — 1974
B.Sc
Bentley University
Boston University Questrom School of Business
Workscape Business AnalystWorkscape, an ADP Company2006 - Present
ADP-Workscape 2006 - Present
Sun Life Financial 2004 - 2006
Sunlife Financial 2004 - 2006
Wachovia 2001 - 2004
PFPC 2000 - 2001
First Data Corporation 1997 - 2000
BOSTON FEDERAL SAVINGS BANK 1988 - 1997
Education
University of Mumbai 1974 — 1976
M. Sc.
University of Mumbai 1969 — 1974
B.Sc
Bentley University
Boston University Questrom School of Business
Diane Tasselari's Sun Life Financial Experience November 2001 - March 2006
Job Vice President, Business Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
Fidelity Investments April 2006 - December 2009
Sun Life Financial November 2001 - March 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1980 — 1984
Fidelity Investments December 2009 - Present
Fidelity Investments April 2006 - December 2009
Sun Life Financial November 2001 - March 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1980 — 1984
Nigel McGilvery's Sun Life Financial Experience March 2015 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
Industrial Alliance August 2012 - January 2015
The Leslie Group June 2011 - August 2012
Sun Life Global Investments October 2010 - June 2011
Sun Life Financial April 2009 - April 2010
Sun Life Financial September 2005 - March 2009
Skills
Pensions, Account Management, Customer Relations, Investments, Financial Planning, Analysis, Asset Allocation, Banking, Asset Management, Business Analysis, Business Development, Business Strategy, CRM, Coaching, Contract Negotiation, Critical Illness, Customer Service, Defined Benefit, Disability Insurance, Employee Benefits, Equities, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Forecasting, Insurance, Investment Advisory, Investment Strategies, Leadership, Life Insurance, Management, Management Consulting, Mutual Funds, Negotiation, New Business Development, Portfolio Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Sales Management, Savings, Securities, Strategic Financial..., Strategic Planning, Team Building, Team Leadership
Education
Bishop's University 1993 — 1997
BA, History, Economics
Sun Life Financial March 2015 - Present
Industrial Alliance August 2012 - January 2015
The Leslie Group June 2011 - August 2012
Sun Life Global Investments October 2010 - June 2011
Sun Life Financial April 2009 - April 2010
Sun Life Financial September 2005 - March 2009
Skills
Pensions, Account Management, Customer Relations, Investments, Financial Planning, Analysis, Asset Allocation, Banking, Asset Management, Business Analysis, Business Development, Business Strategy, CRM, Coaching, Contract Negotiation, Critical Illness, Customer Service, Defined Benefit, Disability Insurance, Employee Benefits, Equities, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Forecasting, Insurance, Investment Advisory, Investment Strategies, Leadership, Life Insurance, Management, Management Consulting, Mutual Funds, Negotiation, New Business Development, Portfolio Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Sales Management, Savings, Securities, Strategic Financial..., Strategic Planning, Team Building, Team Leadership
Education
Bishop's University 1993 — 1997
BA, History, Economics
Maggie Van Delft's Sun Life Financial Experience September 2010 - Present
Job Business Process Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2010 - Present
Sun Life Financial January 2010 - December 2010
Sun Life Financial January 2008 - September 2010
Sun Life Financial September 2007 - January 2008
Wellington Management Co., LLP 2007 - 2007
Skills
Insurance, Business Analysis, Access, Process Improvement, Business Process, Microsoft Excel, Customer Service, Health Insurance, HTML5, Business Requirements, Business Process..., Data Analysis, Vendor Management, Reinsurance, SQL, CSS
Education
Boston College
Information Technology
LOMA 2008 — 2009
Insurance and Financial Services
Sun Life Financial September 2010 - Present
Sun Life Financial January 2010 - December 2010
Sun Life Financial January 2008 - September 2010
Sun Life Financial September 2007 - January 2008
Wellington Management Co., LLP 2007 - 2007
Skills
Insurance, Business Analysis, Access, Process Improvement, Business Process, Microsoft Excel, Customer Service, Health Insurance, HTML5, Business Requirements, Business Process..., Data Analysis, Vendor Management, Reinsurance, SQL, CSS
Education
Boston College
Information Technology
LOMA 2008 — 2009
Insurance and Financial Services
Nicholas Brandt, CFA, CFP®'s Sun Life Financial Experience May 2003 - August 2003
Job Senior Portfolio Manager Associate at Retirement Corporation of America.
Industry Financial Services
Experience
Retirement Corporation of America January 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - January 2014
Fifth Third Bank February 2006 - October 2012
Baystate Financial Services February 2004 - February 2006
Baystate Financial Services February 2002 - December 2003
Sun Life Financial May 2003 - August 2003
Education
Bentley University 2000 — 2004
Bachelor of Science, Finance
Retirement Corporation of America January 2014 - Present
Ameriprise Financial Services, Inc. October 2012 - January 2014
Fifth Third Bank February 2006 - October 2012
Baystate Financial Services February 2004 - February 2006
Baystate Financial Services February 2002 - December 2003
Sun Life Financial May 2003 - August 2003
Education
Bentley University 2000 — 2004
Bachelor of Science, Finance
Leonard Coyer's Sun Life Financial Experience July 2004 - July 2007
Job Senior Product AnalystUPMC Enterprises
Industry Medical Devices
Experience
UPMC June 2014 - Present
Virtual OfficeWare July 2013 - September 2013
Dynamics Inc. May 2012 - February 2013
ZOLL Medical Corporation July 2011 - June 2012
ZOLL Medical Corporation August 2009 - July 2011
GlaxoSmithKline Consumer Healthcare May 2008 - August 2008
Sun Life Financial July 2004 - July 2007
Filene's 2000 - 2004
Skills
Cross-functional Team..., Strategic Planning, Process Improvement, Product Development, Forecasting, Project Management, Product Management, Competitive Analysis, Business Strategy, Marketing Strategy, Product Marketing, Market Research, Team Building, Leadership, Analysis, Talent Management, Customer Service, Economics, Key Performance..., Fitness, Nutrition, Operations Management, Strategy, Business Analysis, Sales, Sales Process, Sales Operations, Start-ups, Management
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA, Operations Management, Strategy, Organizational Behavior
Boston College 1996 — 2000
Bachelor of Science, Economics, Management
UPMC June 2014 - Present
Virtual OfficeWare July 2013 - September 2013
Dynamics Inc. May 2012 - February 2013
ZOLL Medical Corporation July 2011 - June 2012
ZOLL Medical Corporation August 2009 - July 2011
GlaxoSmithKline Consumer Healthcare May 2008 - August 2008
Sun Life Financial July 2004 - July 2007
Filene's 2000 - 2004
Skills
Cross-functional Team..., Strategic Planning, Process Improvement, Product Development, Forecasting, Project Management, Product Management, Competitive Analysis, Business Strategy, Marketing Strategy, Product Marketing, Market Research, Team Building, Leadership, Analysis, Talent Management, Customer Service, Economics, Key Performance..., Fitness, Nutrition, Operations Management, Strategy, Business Analysis, Sales, Sales Process, Sales Operations, Start-ups, Management
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA, Operations Management, Strategy, Organizational Behavior
Boston College 1996 — 2000
Bachelor of Science, Economics, Management
Laurie Larson's Sun Life Financial Experience April 2001 - Present
Job Applications Developer/Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2001 - Present
MITRE July 1997 - April 2001
Staples February 1995 - July 1997
Skills
Software Development, SDLC, Requirements Gathering, Business Analysis, Visio, Databases, PeopleSoft, HRIS, Workday, ADP Payforce, Experienced Business..., Requirements Analysis, Process Improvement
Education
Boston College
Bachelor of Arts (B.A.), Computer Science
Sun Life Financial April 2001 - Present
MITRE July 1997 - April 2001
Staples February 1995 - July 1997
Skills
Software Development, SDLC, Requirements Gathering, Business Analysis, Visio, Databases, PeopleSoft, HRIS, Workday, ADP Payforce, Experienced Business..., Requirements Analysis, Process Improvement
Education
Boston College
Bachelor of Arts (B.A.), Computer Science
Leo Law's Sun Life Financial Experience June 2012 - February 2014
Job Associate Portfolio Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management February 2014 - Present
Sun Life Financial June 2012 - February 2014
Upromise September 2010 - February 2011
Skills
Derivatives, Financial Accounting, FX Derivatives, Interest Rate..., Interest Rate Risk..., Valuation Modeling, Derivatives Trading, Interest Rate Hedging, Microsoft SQL Server, Python, PySpark, Hadoop, R, PostgreSQL
Education
Boston College 2006 — 2010
Bachelor of Science (B.Sc.), Accounting and Finance
Boston Latin School
Manulife Asset Management February 2014 - Present
Sun Life Financial June 2012 - February 2014
Upromise September 2010 - February 2011
Skills
Derivatives, Financial Accounting, FX Derivatives, Interest Rate..., Interest Rate Risk..., Valuation Modeling, Derivatives Trading, Interest Rate Hedging, Microsoft SQL Server, Python, PySpark, Hadoop, R, PostgreSQL
Education
Boston College 2006 — 2010
Bachelor of Science (B.Sc.), Accounting and Finance
Boston Latin School
Lena Duckett's Sun Life Financial Experience November 2006 - Present
Job Sr. Manager, Customer Service at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2006 - Present
Education
Bentley University 1994 — 1998
Sun Life Financial November 2006 - Present
Education
Bentley University 1994 — 1998
Keith Gregoretti's Sun Life Financial Experience 2002 - 2005
Job IT Consultant at DataSpring Inc.
Industry Information Technology and Services
Experience
DataSpring Inc. December 2012 - Present
Select Health of South Carolina October 2008 - December 2012
South Carolina Aquarium January 2006 - October 2008
Sun Life Financial 2002 - 2005
Skills
Microsoft Office, Business Intelligence, Microsoft SQL Server, Windows, Microsoft Word, SSIS, .NET, C#, Databases, Microsoft Excel, Process Improvement, Crystal Reports, Customer Service, Database Administration, Project Planning, Data Analysis, SQL, Team Leadership, Business Analysis, SharePoint, Software Documentation
Education
Boston College
Bachelor’s Degree, Management Information Systems, General
DataSpring Inc. December 2012 - Present
Select Health of South Carolina October 2008 - December 2012
South Carolina Aquarium January 2006 - October 2008
Sun Life Financial 2002 - 2005
Skills
Microsoft Office, Business Intelligence, Microsoft SQL Server, Windows, Microsoft Word, SSIS, .NET, C#, Databases, Microsoft Excel, Process Improvement, Crystal Reports, Customer Service, Database Administration, Project Planning, Data Analysis, SQL, Team Leadership, Business Analysis, SharePoint, Software Documentation
Education
Boston College
Bachelor’s Degree, Management Information Systems, General
Pat Halligan's Sun Life Financial Experience September 2011 - August 2013
Job Senior Financial Analyst at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP September 2015 - Present
Delaware Life Insurance Company August 2013 - September 2015
Sun Life Financial September 2011 - August 2013
Deutsche Bank September 2008 - September 2011
Skills
Bloomberg, Financial Analysis
Education
Bentley University 2001 — 2005
Ropes & Gray LLP September 2015 - Present
Delaware Life Insurance Company August 2013 - September 2015
Sun Life Financial September 2011 - August 2013
Deutsche Bank September 2008 - September 2011
Skills
Bloomberg, Financial Analysis
Education
Bentley University 2001 — 2005
Kelly Geragotelis's Sun Life Financial Experience November 2004 - Present
Job Director at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2004 - Present
John Hancock 1990 - November 2004
Skills
Actuarial, Risk Management, Product Development, Actuarial Science, Fixed Annuities, Insurance, Pricing, Valuation, Financial Risk, Financial Services, Reinsurance, Financial Analysis, Retirement, Life Insurance, Financial Modeling
Education
Boston College 1986 — 1990
BA, Mathematics and Economics
Sun Life Financial November 2004 - Present
John Hancock 1990 - November 2004
Skills
Actuarial, Risk Management, Product Development, Actuarial Science, Fixed Annuities, Insurance, Pricing, Valuation, Financial Risk, Financial Services, Reinsurance, Financial Analysis, Retirement, Life Insurance, Financial Modeling
Education
Boston College 1986 — 1990
BA, Mathematics and Economics
Bret Murray's Sun Life Financial Experience 2000 - 2001
Job Manager, Risk Management & Insurance at Tufts University
Industry Higher Education
Experience
Tufts University May 2012 - Present
Reed Elsevier Inc. June 2002 - May 2012
Sun Life Financial 2000 - 2001
Sun Life Financial 1999 - 2000
Sun Life Financial 1998 - 1999
Skills
Insurance, Insurance law, Commercial Insurance, Property & Casualty..., Underwriting, Life Insurance, Disability Insurance, Microsoft Excel, Attorneys, Legal Research, Legal Issues
Education
New England Law Boston 2006 — 2010
JD, Law
Boston College 1999 — 2001
MS, Administrative Studies
University of Massachusetts, Amherst 1993 — 1997
BA, History and Political Science
Royal Holloway, University of London 1995 — 1996
Junior Year Abroad
Tufts University May 2012 - Present
Reed Elsevier Inc. June 2002 - May 2012
Sun Life Financial 2000 - 2001
Sun Life Financial 1999 - 2000
Sun Life Financial 1998 - 1999
Skills
Insurance, Insurance law, Commercial Insurance, Property & Casualty..., Underwriting, Life Insurance, Disability Insurance, Microsoft Excel, Attorneys, Legal Research, Legal Issues
Education
New England Law Boston 2006 — 2010
JD, Law
Boston College 1999 — 2001
MS, Administrative Studies
University of Massachusetts, Amherst 1993 — 1997
BA, History and Political Science
Royal Holloway, University of London 1995 — 1996
Junior Year Abroad
Mark Follett's Sun Life Financial Experience May 1996 - October 1996
Job Fund Accounting Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
Fidelity Investments December 1997 - December 2003
Fidelity Investments October 1996 - November 1997
Sun Life Financial May 1996 - October 1996
Investors Bank & Trust November 1991 - May 1996
State Street September 1988 - August 1991
Skills
Customer Service, Risk Management, Mutual Funds, Analysis, Research, Banking, Accounting, Process Improvement, Account Reconciliation, Financial Services, Securities, Investments, Training, Finance, Bloomberg, Financial Reporting, Equities, Fund Accounting, Management, Valuation, Financial Statements, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration and Masters of Science in Finance
Bentley University 1999 — 2000
Finance
University of Massachusetts, Amherst 1986 — 1988
Bachelor of Arts, Economics
Community College of Rhode Island 1984 — 1985
Associate of Science in Business Administration, General Business
Fidelity Investments December 2003 - Present
Fidelity Investments December 1997 - December 2003
Fidelity Investments October 1996 - November 1997
Sun Life Financial May 1996 - October 1996
Investors Bank & Trust November 1991 - May 1996
State Street September 1988 - August 1991
Skills
Customer Service, Risk Management, Mutual Funds, Analysis, Research, Banking, Accounting, Process Improvement, Account Reconciliation, Financial Services, Securities, Investments, Training, Finance, Bloomberg, Financial Reporting, Equities, Fund Accounting, Management, Valuation, Financial Statements, Fixed Income
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration and Masters of Science in Finance
Bentley University 1999 — 2000
Finance
University of Massachusetts, Amherst 1986 — 1988
Bachelor of Arts, Economics
Community College of Rhode Island 1984 — 1985
Associate of Science in Business Administration, General Business
Linda Sarno's Sun Life Financial Experience September 2008 - Present
Job Associate Director of Finance at Sun Life Financial
Industry Accounting
Experience
Sun Life Financial September 2008 - Present
Coldwell Banker / NRT LLC January 2007 - June 2008
Coldwell Banker / NRT LLC November 2000 - January 2008
Education
Bentley University 1984 — 1988
BS, Accounting
Sun Life Financial September 2008 - Present
Coldwell Banker / NRT LLC January 2007 - June 2008
Coldwell Banker / NRT LLC November 2000 - January 2008
Education
Bentley University 1984 — 1988
BS, Accounting
Manon Champigny's Sun Life Financial Experience June 2007 - Present
Job Finance Officer at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2007 - Present
Genworth Financial 2002 - 2007
Education
The University of Connecticut School of Business 1996 — 2001
MBA, Finance
Bentley University 1989 — 1993
BS Accountancy
Sun Life Financial June 2007 - Present
Genworth Financial 2002 - 2007
Education
The University of Connecticut School of Business 1996 — 2001
MBA, Finance
Bentley University 1989 — 1993
BS Accountancy
Lori Lerner's Sun Life Financial Experience January 1998 - January 2009
Job IT Professional
Industry Financial Services
Experience
Sun Life Financial January 1998 - January 2009
Keyport Life Insurance Company 1998 - 2001
Mass Housing Finance (MHFA) January 1995 - January 1998
Calidus Systems June 1988 - January 1995
Skills
Program Management, MS Project, PMP, Agile Methodologies, Integration, Data Analysis, VSAM, IT Management, Business Requirements, Requirements Analysis, Risk Management, Business Intelligence, Enterprise Architecture, IT Strategy, TSO, Team Leadership, Analysis, Mutual Funds, DB2, SDLC, Project Management, Business Analysis, Software Documentation, ITIL, CICS, COBOL, Software Project..., Mainframe, Lotus Notes, JCL, Crystal Reports, VMware, Unix, User Acceptance Testing, Financial Services, Change Management, Software Quality..., Systems Analysis, Disaster Recovery, Quality Center, Visio, Insurance, SQL, Process Improvement, Active Directory, Oracle, Requirements Gathering, SharePoint, Vendor Management, PMO
Education
Bentley University 1982 — 1986
CIS, Computer Information Systems
Sun Life Financial January 1998 - January 2009
Keyport Life Insurance Company 1998 - 2001
Mass Housing Finance (MHFA) January 1995 - January 1998
Calidus Systems June 1988 - January 1995
Skills
Program Management, MS Project, PMP, Agile Methodologies, Integration, Data Analysis, VSAM, IT Management, Business Requirements, Requirements Analysis, Risk Management, Business Intelligence, Enterprise Architecture, IT Strategy, TSO, Team Leadership, Analysis, Mutual Funds, DB2, SDLC, Project Management, Business Analysis, Software Documentation, ITIL, CICS, COBOL, Software Project..., Mainframe, Lotus Notes, JCL, Crystal Reports, VMware, Unix, User Acceptance Testing, Financial Services, Change Management, Software Quality..., Systems Analysis, Disaster Recovery, Quality Center, Visio, Insurance, SQL, Process Improvement, Active Directory, Oracle, Requirements Gathering, SharePoint, Vendor Management, PMO
Education
Bentley University 1982 — 1986
CIS, Computer Information Systems
Lucas Grabicki's Sun Life Financial Experience June 2009 - September 2009
Job Supervising Technical Accountant at Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Investments May 2013 - Present
Liberty Mutual Investments November 2011 - May 2013
Liberty Mutual Investments September 2009 - November 2011
Sun Life Financial June 2009 - September 2009
Sun Life Financial May 2008 - June 2009
Sun Life Financial April 2007 - May 2008
Aviva June 2006 - April 2007
Atlas Venture September 2005 - June 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Investments, Investment Operations, Data Integrity, Impairment Testing, Technical Accounting, Credit Analysis, Pricing, Valuation, Bloomberg, Strategic Financial..., General Ledger, Essbase, Financial Modeling
Education
Bentley University 2006 — 2008
Master of Business Administration (M.B.A.), Finance
Bentley University 2002 — 2006
Bachelor's Degree, Finance, Minor in Management
Liberty Mutual Investments May 2013 - Present
Liberty Mutual Investments November 2011 - May 2013
Liberty Mutual Investments September 2009 - November 2011
Sun Life Financial June 2009 - September 2009
Sun Life Financial May 2008 - June 2009
Sun Life Financial April 2007 - May 2008
Aviva June 2006 - April 2007
Atlas Venture September 2005 - June 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Investments, Investment Operations, Data Integrity, Impairment Testing, Technical Accounting, Credit Analysis, Pricing, Valuation, Bloomberg, Strategic Financial..., General Ledger, Essbase, Financial Modeling
Education
Bentley University 2006 — 2008
Master of Business Administration (M.B.A.), Finance
Bentley University 2002 — 2006
Bachelor's Degree, Finance, Minor in Management
Stephanie Riter's Sun Life Financial Experience May 2007 - August 2007
Job Audit Manager at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
KPMG July 2011 - June 2014
KPMG October 2009 - June 2011
KPMG June 2008 - August 2008
Sun Life Financial May 2007 - August 2007
Skills
Auditing, Financial Reporting, Internal Controls, SEC filings, Financial Accounting, US GAAP, Financial Statements, Hedge Funds, Financial Audits, Investments, CPA
Education
Bentley University 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
BS Corporate Finance and Accounting, Accounting and Finance
KPMG July 2014 - Present
KPMG July 2011 - June 2014
KPMG October 2009 - June 2011
KPMG June 2008 - August 2008
Sun Life Financial May 2007 - August 2007
Skills
Auditing, Financial Reporting, Internal Controls, SEC filings, Financial Accounting, US GAAP, Financial Statements, Hedge Funds, Financial Audits, Investments, CPA
Education
Bentley University 2009 — 2010
MSA, Accounting
Bentley University 2005 — 2009
BS Corporate Finance and Accounting, Accounting and Finance
Diane Tasselari's Sun Life Financial Experience November 2001 - March 2006
Job Project Management Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Sun Life Financial November 2001 - March 2006
Sun Life Financial 1990 - 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1981 — 1985
BS, Accounting, Computer Science
Fidelity Investments April 2006 - Present
Sun Life Financial November 2001 - March 2006
Sun Life Financial 1990 - 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1981 — 1985
BS, Accounting, Computer Science
Chris Spyropoulos's Sun Life Financial Experience September 1997 - March 2008
Job Business Analyst at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems September 2008 - Present
State Street March 2008 - September 2008
Sun Life Financial September 1997 - March 2008
Skills
Oracle SQL, Excel, Access, PAM, Eagle STAR/PACE, Summit, Bloomberg, Mutual Funds, Requirements Analysis, Middle Office, Financial Analysis, Microsoft Excel, Derivatives, Risk Management
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting and Finance
Eagle Investment Systems September 2008 - Present
State Street March 2008 - September 2008
Sun Life Financial September 1997 - March 2008
Skills
Oracle SQL, Excel, Access, PAM, Eagle STAR/PACE, Summit, Bloomberg, Mutual Funds, Requirements Analysis, Middle Office, Financial Analysis, Microsoft Excel, Derivatives, Risk Management
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting and Finance
Paul Poirier's Sun Life Financial Experience February 2001 - August 2008
Job Experienced Finance and Accounting Professional
Industry Accounting
Experience
Interim Controller and Senior Financial Consultant December 2010 - Present
Vinfen 2014 - 2015
Feeley & Driscoll, P.C. 2008 - July 2010
Sun Life Financial February 2001 - August 2008
CPU Sales & Service, Inc August 1999 - January 2000
TJX Companies, Inc October 1996 - August 1999
Skills
Accounting, Financial Forecasting, Project Management, Internal Controls, Forecasting, General Ledger, Financial Reporting, Finance, Auditing, Process Improvement, Internal Audit, Budgets, Accounts Payable, Management, Financial Modeling, Analysis
Education
Bentley University 1987 — 1991
BSA, Accountancy
Interim Controller and Senior Financial Consultant December 2010 - Present
Vinfen 2014 - 2015
Feeley & Driscoll, P.C. 2008 - July 2010
Sun Life Financial February 2001 - August 2008
CPU Sales & Service, Inc August 1999 - January 2000
TJX Companies, Inc October 1996 - August 1999
Skills
Accounting, Financial Forecasting, Project Management, Internal Controls, Forecasting, General Ledger, Financial Reporting, Finance, Auditing, Process Improvement, Internal Audit, Budgets, Accounts Payable, Management, Financial Modeling, Analysis
Education
Bentley University 1987 — 1991
BSA, Accountancy
Glenn Woodard's Sun Life Financial Experience August 2013 - Present
Job Sales at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Wholesale
Experience
Sun Life Financial August 2013 - Present
SourcePak Inc July 2008 - August 2013
Reliance Standard 2003 - 2008
Unum October 1997 - January 2001
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Benefits Administration, Long-term Care, New Business Development, Strategic Planning, Customer Service, Account Management, Sales, Health Savings Accounts, Critical Illness, Underwriting
Education
Quinnipiac University School of Law 1992 — 1995
JD, Law
Boston College 1986 — 1989
BA, Economics
Portland
Portland
Sun Life Financial August 2013 - Present
SourcePak Inc July 2008 - August 2013
Reliance Standard 2003 - 2008
Unum October 1997 - January 2001
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Benefits Administration, Long-term Care, New Business Development, Strategic Planning, Customer Service, Account Management, Sales, Health Savings Accounts, Critical Illness, Underwriting
Education
Quinnipiac University School of Law 1992 — 1995
JD, Law
Boston College 1986 — 1989
BA, Economics
Portland
Portland
Kerry Fino's Sun Life Financial Experience August 2011 - September 2012
Job Actuarial Assistant at Milliman Healthcare
Industry Insurance
Experience
Milliman September 2012 - Present
Sun Life Financial August 2011 - September 2012
Sun Life Financial June 2008 - September 2011
Boston College Campus Ministry 2004 - 2008
Skills
Group Insurance, Underwriting, Insurance, Microsoft Excel, Employee Benefits, COLI, BOLI, Actuarial Exams, Reinsurance, Health Insurance, Actuarial Science, Healthcare, Actuarial Consulting
Education
Boston College 2004 — 2008
BA, Mathematics
Milliman September 2012 - Present
Sun Life Financial August 2011 - September 2012
Sun Life Financial June 2008 - September 2011
Boston College Campus Ministry 2004 - 2008
Skills
Group Insurance, Underwriting, Insurance, Microsoft Excel, Employee Benefits, COLI, BOLI, Actuarial Exams, Reinsurance, Health Insurance, Actuarial Science, Healthcare, Actuarial Consulting
Education
Boston College 2004 — 2008
BA, Mathematics
Carol Quilty's Sun Life Financial Experience March 2007 - February 2009
Job Sr. Business Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Information Technology and Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Leap Frog Systems February 2009 - April 2011
MFS Investment Management October 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - October 2010
Sun Life Financial March 2007 - February 2009
Aspen Specialty Insurance April 2006 - March 2007
John Hancock October 1997 - April 2006
MA Dept. of Employment and Training 1989 - 1997
Skills
Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, Insurance, Software Documentation, User Acceptance Testing, Business Process, Vendor Management, Analysis, Process Improvement, Project Management, Software Project..., Systems Analysis, Visio, SharePoint, Financial Services
Education
Boston College
Grad. Cert, Politics and Government
Boston Latin Academy
H.S. ( College Prep), Classics and Classical Languages, Literatures, and Linguistics
Framingham State University
BA, Economics
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Leap Frog Systems February 2009 - April 2011
MFS Investment Management October 2010 - March 2011
John Hancock Life Insurance Company (U.S.A.) February 2009 - October 2010
Sun Life Financial March 2007 - February 2009
Aspen Specialty Insurance April 2006 - March 2007
John Hancock October 1997 - April 2006
MA Dept. of Employment and Training 1989 - 1997
Skills
Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Data Warehousing, Insurance, Software Documentation, User Acceptance Testing, Business Process, Vendor Management, Analysis, Process Improvement, Project Management, Software Project..., Systems Analysis, Visio, SharePoint, Financial Services
Education
Boston College
Grad. Cert, Politics and Government
Boston Latin Academy
H.S. ( College Prep), Classics and Classical Languages, Literatures, and Linguistics
Framingham State University
BA, Economics
Connor Kamp's Sun Life Financial Experience July 2013 - November 2014
Job Assistant Vice President, Internal Sales
Industry Financial Services
Experience
Commercial Real Estate Asset Manager January 2015 - Present
Sun Life Financial July 2013 - November 2014
New York Life Insurance Company August 2012 - June 2013
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Word, Leadership, Finance, Customer Service, Investments, Marketing, Research, Asset Allocation, Securities, Retirement Planning, Event Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Bloomberg, Insurance, Accounting, Financial Analysis, Social Networking, Financial Modeling
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Midland Park High School 2004 — 2008
Commercial Real Estate Asset Manager January 2015 - Present
Sun Life Financial July 2013 - November 2014
New York Life Insurance Company August 2012 - June 2013
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Word, Leadership, Finance, Customer Service, Investments, Marketing, Research, Asset Allocation, Securities, Retirement Planning, Event Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Bloomberg, Insurance, Accounting, Financial Analysis, Social Networking, Financial Modeling
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Midland Park High School 2004 — 2008
Len Scholl's Sun Life Financial Experience July 2006 - February 2009
Job Exec. VP & CMO at Innovative Financial Group, LLC, Nashville, TN
Industry Financial Services
Experience
Innovative Financial Group, LLC December 2009 - Present
Sun Life Financial July 2006 - February 2009
Sun Life Financial August 2003 - June 2006
Sun Life Financial December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) February 1996 - November 2000
Education
Bentley University 1980 — 1983
BS, Management
University of Massachusetts, Amherst 1978 — 1980
Accounting
Innovative Financial Group, LLC December 2009 - Present
Sun Life Financial July 2006 - February 2009
Sun Life Financial August 2003 - June 2006
Sun Life Financial December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) February 1996 - November 2000
Education
Bentley University 1980 — 1983
BS, Management
University of Massachusetts, Amherst 1978 — 1980
Accounting
Monika Aderbauer's Sun Life Financial Experience May 2015 - Present
Job Senior Financial Analyst FP&A at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2015 - Present
Sun Life Financial October 2012 - May 2015
United Way of Massachusetts Bay and Merrimack Valley 2015 - 2015
United Way of Massachusetts Bay and Merrimack Valley 2015 - 2015
Bentley University September 2007 - May 2012
Ingram Micro April 2005 - June 2006
Ingram Micro April 2003 - March 2005
Oracle Deutschland May 1999 - December 2002
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Finance, Variance Analysis, Inventory Control, Inventory Analysis, US GAAP, Year-end Close, Strategic Financial..., General Ledger, Budgeting, Budget Analysis, Forecasting, Accounting, Financial Planning, Month End Close, Monthly Reporting, Year End Close, Lotus Notes, Reporting & Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Research, Microsoft Project, Essbase
Education
Southern New Hampshire University 2015 — 2018
Candidate of Masters Program in, Accounting and Finance
Bentley University 2007 — 2012
Bachelor of Science, Economics, Finance, Accounting
Sun Life Financial May 2015 - Present
Sun Life Financial October 2012 - May 2015
United Way of Massachusetts Bay and Merrimack Valley 2015 - 2015
United Way of Massachusetts Bay and Merrimack Valley 2015 - 2015
Bentley University September 2007 - May 2012
Ingram Micro April 2005 - June 2006
Ingram Micro April 2003 - March 2005
Oracle Deutschland May 1999 - December 2002
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Finance, Variance Analysis, Inventory Control, Inventory Analysis, US GAAP, Year-end Close, Strategic Financial..., General Ledger, Budgeting, Budget Analysis, Forecasting, Accounting, Financial Planning, Month End Close, Monthly Reporting, Year End Close, Lotus Notes, Reporting & Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Research, Microsoft Project, Essbase
Education
Southern New Hampshire University 2015 — 2018
Candidate of Masters Program in, Accounting and Finance
Bentley University 2007 — 2012
Bachelor of Science, Economics, Finance, Accounting
Denise Lawnicki's Sun Life Financial Experience April 1990 - November 1996
Job Data Management Partner with Bank of America
Industry Financial Services
Experience
Bank of America - Enterprise Data Management Governance & Controls April 2010 - Present
Bank of America - Columbia Management February 1998 - March 2010
Fidelity Investments 1997 - 1998
Sun Life Financial April 1990 - November 1996
Skills
Banking, Asset Managment, Process Improvement, Project Management
Education
Boston College 1972 — 1976
Bachelor of Science, Computer Science
Bank of America - Enterprise Data Management Governance & Controls April 2010 - Present
Bank of America - Columbia Management February 1998 - March 2010
Fidelity Investments 1997 - 1998
Sun Life Financial April 1990 - November 1996
Skills
Banking, Asset Managment, Process Improvement, Project Management
Education
Boston College 1972 — 1976
Bachelor of Science, Computer Science
Raj Darbhanga's Sun Life Financial Experience 1990 - 1998
Job Senior Accountant
Industry Insurance
Experience
Patriot Natonal Insurance Group April 2014 - Present
Various Insurance Companies May 2012 - November 2013
Argus Insurance Inc. Subsidiary company of United Auto Insurance Group (Company Closed) April 2011 - March 2012
Seminole Property & Casualty Insurance Company March 2008 - April 2011
Southwest Ranches Christian Academy (FL) 2006 - 2008
Harvard Pilgrim Health Care (Wellesley Hill, MA) June 2003 - July 2005
Managed Comp Inc., Woburn, MA 1998 - 2003
Sun Life Financial 1990 - 1998
Skills
Professional Accountant, Statutory Reporting, Canadian & US GAAP, GAAP, Insurance, Accounting, Microsoft Office, US GAAP, Peachtree, Statutory Accounting, Management, Financial Reporting, Auditing, Financial Analysis, General Ledger, Internal Controls, Microsoft Excel, Forecasting, Internal Audit, Claim, Process Improvement, Financial Accounting, Account Reconciliation
Education
McGill University
CPA of Canada
Bishop's University
B.A., Business Administration and Economics
Champlain Regional College
Associate's Degree, Commerce/Business Administration
Centennial Regional High School
H.S. Diploma, Business and Social Study
Patriot Natonal Insurance Group April 2014 - Present
Various Insurance Companies May 2012 - November 2013
Argus Insurance Inc. Subsidiary company of United Auto Insurance Group (Company Closed) April 2011 - March 2012
Seminole Property & Casualty Insurance Company March 2008 - April 2011
Southwest Ranches Christian Academy (FL) 2006 - 2008
Harvard Pilgrim Health Care (Wellesley Hill, MA) June 2003 - July 2005
Managed Comp Inc., Woburn, MA 1998 - 2003
Sun Life Financial 1990 - 1998
Skills
Professional Accountant, Statutory Reporting, Canadian & US GAAP, GAAP, Insurance, Accounting, Microsoft Office, US GAAP, Peachtree, Statutory Accounting, Management, Financial Reporting, Auditing, Financial Analysis, General Ledger, Internal Controls, Microsoft Excel, Forecasting, Internal Audit, Claim, Process Improvement, Financial Accounting, Account Reconciliation
Education
McGill University
CPA of Canada
Bishop's University
B.A., Business Administration and Economics
Champlain Regional College
Associate's Degree, Commerce/Business Administration
Centennial Regional High School
H.S. Diploma, Business and Social Study
Joseph Bozoyan, CFA's Sun Life Financial Experience 2003 - 2005
Job Portfolio Manager, Preferred Equity Income Team at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management June 2015 - Present
Manulife Asset Management January 2011 - Present
Ironwood Investment Management, LLC July 2009 - December 2010
Evergreen Investments, J.L.Kaplan Associates 2006 - 2009
Sun Life Financial 2003 - 2005
Mellon Growth Advisors 2001 - 2003
Sun Life Financial 1997 - 2001
Sun Life Financial 1994 - 1997
Skills
Asset Management, Portfolio Management, Equity Research, Bloomberg, Mergers & Acquisitions, Equities, Finance, Bonds, Investments, Strategy
Education
Boston College
Master of Business Administration (MBA), Finance, General
Providence College
Bachelor's degree, Finance, General
Manulife Asset Management June 2015 - Present
Manulife Asset Management January 2011 - Present
Ironwood Investment Management, LLC July 2009 - December 2010
Evergreen Investments, J.L.Kaplan Associates 2006 - 2009
Sun Life Financial 2003 - 2005
Mellon Growth Advisors 2001 - 2003
Sun Life Financial 1997 - 2001
Sun Life Financial 1994 - 1997
Skills
Asset Management, Portfolio Management, Equity Research, Bloomberg, Mergers & Acquisitions, Equities, Finance, Bonds, Investments, Strategy
Education
Boston College
Master of Business Administration (MBA), Finance, General
Providence College
Bachelor's degree, Finance, General
Joe Lahout's Sun Life Financial Experience January 2010 - March 2012
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2012 - Present
Sun Life Financial January 2010 - March 2012
Columbia Management September 2008 - March 2009
Skills
Series 7, Series 63, Mutual Funds
Education
Boston University Graduate School of Management 2012 — 2015
MBA
Boston College 2004 — 2008
B.S., Finance, Marketing (double major)
Natixis Global Asset Management April 2012 - Present
Sun Life Financial January 2010 - March 2012
Columbia Management September 2008 - March 2009
Skills
Series 7, Series 63, Mutual Funds
Education
Boston University Graduate School of Management 2012 — 2015
MBA
Boston College 2004 — 2008
B.S., Finance, Marketing (double major)
Aaron Peter's Sun Life Financial Experience September 2013 - Present
Job Senior Marketing Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Advocis July 2012 - August 2013
Moody's Analytics November 2006 - May 2011
Invesco Canada September 2005 - May 2006
Gallipro September 2002 - August 2005
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Marketing, Direct Marketing, Financial Services, Project Management, Public Relations, Creative Strategy, Creative Problem Solving, Strategic Planning, Strategic Communications, Digital Strategy
Education
Birmingham City University 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Sun Life Financial September 2013 - Present
Advocis July 2012 - August 2013
Moody's Analytics November 2006 - May 2011
Invesco Canada September 2005 - May 2006
Gallipro September 2002 - August 2005
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Marketing, Direct Marketing, Financial Services, Project Management, Public Relations, Creative Strategy, Creative Problem Solving, Strategic Planning, Strategic Communications, Digital Strategy
Education
Birmingham City University 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Thomas Gaeta's Sun Life Financial Experience February 2014 - Present
Job Senior Business Analyst
Industry Computer Software
Experience
Sun Life Financial February 2014 - Present
PTC August 2011 - February 2014
Parametric Technology Corporation June 2008 - August 2011
Skills
Enterprise Software, Product Lifecycle..., Agile Methodologies, Business Analysis, Salesforce.com, Visio, Unix, Cross-functional Team..., Process Improvement, Program Management, Java, Project Management, Perl, SDLC, Requirements Gathering, Management, Integration, CRM
Education
State University of New York at Binghamton 2003 — 2005
Bachelor's degree, Mathematics
Broome Community College 2001 — 2003
Associate's degree, Computer Science
Sun Life Financial February 2014 - Present
PTC August 2011 - February 2014
Parametric Technology Corporation June 2008 - August 2011
Skills
Enterprise Software, Product Lifecycle..., Agile Methodologies, Business Analysis, Salesforce.com, Visio, Unix, Cross-functional Team..., Process Improvement, Program Management, Java, Project Management, Perl, SDLC, Requirements Gathering, Management, Integration, CRM
Education
State University of New York at Binghamton 2003 — 2005
Bachelor's degree, Mathematics
Broome Community College 2001 — 2003
Associate's degree, Computer Science
Tom Haven's Sun Life Financial Experience 1999 - Present
Job Sr. Facilities Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 1999 - Present
Chapman Place Condominiums 1992 - 1998
Skills
Tenant, Project Management, Budgets, Corporate Real Estate, Vendor Management, Asset Management, Contract Negotiation, Team Building, Customer Service, Contract Management, Risk Management, Operations Management, Process Improvement, Leadership
Education
Boston Architectural College 1980 — 1982
WITI 1977 — 1979
Associates, Architectural Technology
Building Owners and Managers Institute International
RPA, FMA
Sun Life Financial 1999 - Present
Chapman Place Condominiums 1992 - 1998
Skills
Tenant, Project Management, Budgets, Corporate Real Estate, Vendor Management, Asset Management, Contract Negotiation, Team Building, Customer Service, Contract Management, Risk Management, Operations Management, Process Improvement, Leadership
Education
Boston Architectural College 1980 — 1982
WITI 1977 — 1979
Associates, Architectural Technology
Building Owners and Managers Institute International
RPA, FMA
Jenna Wright's Sun Life Financial Experience June 2006 - August 2006
Job Assistant Event Producer at Rue La La
Industry Retail
Experience
Rue La La September 2012 - Present
Sogang Language Program March 2011 - February 2012
Zona Professional September 2010 - February 2011
TJX June 2008 - December 2010
State Street June 2007 - August 2007
Jasmine Sola June 2004 - December 2006
Sun Life Financial June 2006 - August 2006
Skills
Merchandising, Retail, Microsoft Office, Social Media, Visual Merchandising, Customer Service, Microsoft Excel, Social Media Marketing, Marketing Strategy, Marketing, Inventory Management, Event Management
Education
Boston College 2004 — 2008
B.S., Marketing
University of International Business and Economics 2007 — 2007
International Business, Chinese Language
Rue La La September 2012 - Present
Sogang Language Program March 2011 - February 2012
Zona Professional September 2010 - February 2011
TJX June 2008 - December 2010
State Street June 2007 - August 2007
Jasmine Sola June 2004 - December 2006
Sun Life Financial June 2006 - August 2006
Skills
Merchandising, Retail, Microsoft Office, Social Media, Visual Merchandising, Customer Service, Microsoft Excel, Social Media Marketing, Marketing Strategy, Marketing, Inventory Management, Event Management
Education
Boston College 2004 — 2008
B.S., Marketing
University of International Business and Economics 2007 — 2007
International Business, Chinese Language
Sherry Traficante's Sun Life Financial Experience March 1995 - September 2004
Job Senior Vice President Senior Program Manager Consumer PMO at Citizens Bank
Industry Banking
Experience
Citizens Bank October 2012 - Present
Citizens Bank March 2012 - October 2012
Citizens Bank September 2004 - February 2012
Sun Life Financial March 1995 - September 2004
Skills
Risk Management, Banking, Credit, Commercial Banking, Financial Risk, Retail Banking, Business Analysis, Financial Services, Portfolio Management, Project Portfolio..., Program Management, Credit Cards, Relationship Management, Business Case Design, Requirements Gathering, Business Process..., PMO
Education
Project Management Institute 2000 — 2016
Project Management Professional, Project Managmenet
Bentley University 2002 — 2002
Project Managmenet
Rhode Island College 1985 — 1989
Bachelor of Arts, Psychology and Management
Citizens Bank October 2012 - Present
Citizens Bank March 2012 - October 2012
Citizens Bank September 2004 - February 2012
Sun Life Financial March 1995 - September 2004
Skills
Risk Management, Banking, Credit, Commercial Banking, Financial Risk, Retail Banking, Business Analysis, Financial Services, Portfolio Management, Project Portfolio..., Program Management, Credit Cards, Relationship Management, Business Case Design, Requirements Gathering, Business Process..., PMO
Education
Project Management Institute 2000 — 2016
Project Management Professional, Project Managmenet
Bentley University 2002 — 2002
Project Managmenet
Rhode Island College 1985 — 1989
Bachelor of Arts, Psychology and Management
Carrie Levesque's Sun Life Financial Experience November 2011 - Present
Job Client Relationship Executive at Sun Life Financial
Industry
Experience
Sun Life Financial November 2011 - Present
Manulife Financial April 2011 - November 2011
Manulife Financial November 2010 - April 2011
Manulife Financial July 2010 - November 2010
Sun Life Financial 2005 - 2010
Canada Life 2004 - 2005
Canada Life 1998 - 2004
Skills
Mutual Funds, Wealth Management, Relationship Management, Retirement Planning, Financial Services
Education
Bishop's University
Bachelor of Arts, Applied Psychology
University of Toronto
Master of Industrial Relations and Human Resources
Sun Life Financial November 2011 - Present
Manulife Financial April 2011 - November 2011
Manulife Financial November 2010 - April 2011
Manulife Financial July 2010 - November 2010
Sun Life Financial 2005 - 2010
Canada Life 2004 - 2005
Canada Life 1998 - 2004
Skills
Mutual Funds, Wealth Management, Relationship Management, Retirement Planning, Financial Services
Education
Bishop's University
Bachelor of Arts, Applied Psychology
University of Toronto
Master of Industrial Relations and Human Resources
Robert Lafave B.B.A.'s Sun Life Financial Experience March 2014 - Present
Job Mutual Fund & Securities Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2014 - Present
McHugh Group July 2011 - March 2014
Investors Group Financial Services Inc. 2007 - 2011
Group MVP International December 2004 - May 2007
Telus Super Pages, Yellow Pages Division May 2003 - December 2004
Group Print Production 1998 - 2003
Jonergin House Label 1990 - 1998
Skills
Mutual Funds, Retirement Planning, Critical Illness, Retirement, Investments, Financial Planners, Wealth Management, Disability Insurance, Estate Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Investment Strategies, Wealth, Investment Advisory, Commercial Insurance, New Business Development, TFSA, Financial Planning, Financial Advisory, Pensions, Financial Services, Securities
Education
Bishop's University
B.B.A.
Sun Life Financial March 2014 - Present
McHugh Group July 2011 - March 2014
Investors Group Financial Services Inc. 2007 - 2011
Group MVP International December 2004 - May 2007
Telus Super Pages, Yellow Pages Division May 2003 - December 2004
Group Print Production 1998 - 2003
Jonergin House Label 1990 - 1998
Skills
Mutual Funds, Retirement Planning, Critical Illness, Retirement, Investments, Financial Planners, Wealth Management, Disability Insurance, Estate Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Investment Strategies, Wealth, Investment Advisory, Commercial Insurance, New Business Development, TFSA, Financial Planning, Financial Advisory, Pensions, Financial Services, Securities
Education
Bishop's University
B.B.A.
Sean McLelland's Sun Life Financial Experience May 2008 - August 2008
Job Math Teacher at Bradford Academy
Industry Education Management
Experience
Bradford Academy August 2012 - Present
Brock University September 2011 - November 2012
Bishop's University January 2007 - May 2009
Sun Life Financial May 2008 - August 2008
Skills
Teaching, Microsoft Office, Budgets, Tutoring, Curriculum Design, Accounting, French
Education
Sheffield Hallam University
Master of Education (M.Ed.)
Brock University
Bachelor of Education (BEd), Business/Math
Bishop's University
B.B.A, Accounting
Bradford Academy August 2012 - Present
Brock University September 2011 - November 2012
Bishop's University January 2007 - May 2009
Sun Life Financial May 2008 - August 2008
Skills
Teaching, Microsoft Office, Budgets, Tutoring, Curriculum Design, Accounting, French
Education
Sheffield Hallam University
Master of Education (M.Ed.)
Brock University
Bachelor of Education (BEd), Business/Math
Bishop's University
B.B.A, Accounting
Janice Holman's Sun Life Financial Experience June 1999 - June 2004
Job Principal at Eckler Ltd.
Industry Insurance
Experience
Eckler Ltd. July 2004 - Present
Sun Life Financial June 1999 - June 2004
SEI Investments May 1997 - May 1999
Skills
Investment Strategies, Pensions, Investments, Retirement, Asset Allocation, Investment Management, Alternative Investments, Mutual Funds, Defined Benefit, Asset Managment, Equities, Wealth Management, Risk Management, Portfolio Management, Due Diligence, Retirement Savings, Retirement plan member..., Defined Contribution, RRSP, Asset Management, Fixed Income, Investment Advisory, Pension Funds
Education
Bishop's University 1991 — 1995
BBA, Finance, Economics
South Secondary 1989 — 1991
Eckler Ltd. July 2004 - Present
Sun Life Financial June 1999 - June 2004
SEI Investments May 1997 - May 1999
Skills
Investment Strategies, Pensions, Investments, Retirement, Asset Allocation, Investment Management, Alternative Investments, Mutual Funds, Defined Benefit, Asset Managment, Equities, Wealth Management, Risk Management, Portfolio Management, Due Diligence, Retirement Savings, Retirement plan member..., Defined Contribution, RRSP, Asset Management, Fixed Income, Investment Advisory, Pension Funds
Education
Bishop's University 1991 — 1995
BBA, Finance, Economics
South Secondary 1989 — 1991
Philip Zwack's Sun Life Financial Experience August 2013 - July 2014
Job Experienced Controller Finance/Operations/IT
Industry Financial Services
Experience
Sun Life Financial August 2013 - July 2014
Sun Life Financial November 1999 - July 2014
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, IFRS, Financial Services, Accounting, Financial Planning, Investments, Insurance, Management, Process Improvement, Risk Management
Education
Bentley College 1992 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
Sun Life Financial August 2013 - July 2014
Sun Life Financial November 1999 - July 2014
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, IFRS, Financial Services, Accounting, Financial Planning, Investments, Insurance, Management, Process Improvement, Risk Management
Education
Bentley College 1992 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
AnnMarie Powell's Sun Life Financial Experience July 2003 - Present
Job AVP, Finance at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2003 - Present
John Hancock Life Insurance Company (U.S.A.) 1989 - 2003
Skills
Actuarial Science, ALM, Financial Modeling, Strategic Financial..., Risk Management, Financial Analysis
Education
Boston College
BA, Mathematics
Sun Life Financial July 2003 - Present
John Hancock Life Insurance Company (U.S.A.) 1989 - 2003
Skills
Actuarial Science, ALM, Financial Modeling, Strategic Financial..., Risk Management, Financial Analysis
Education
Boston College
BA, Mathematics
Nancy Kilganan's Sun Life Financial Experience October 2003 - April 2012
Job Service Center at Technologies Nter
Industry Information Technology and Services
Experience
Voith Hydro December 2013 - Present
Sun Life Financial October 2003 - April 2012
Sun Life Financial February 2005 - March 2011
Skills
ITIL, Technical Support, Team Leadership, Leadership, Hardware, Outlook, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Call Centers, Microsoft Office, Access
Education
Bishop's University 1984 — 1987
Bachelor of Business Administration (BBA), Finance / Computer Science minor
Voith Hydro December 2013 - Present
Sun Life Financial October 2003 - April 2012
Sun Life Financial February 2005 - March 2011
Skills
ITIL, Technical Support, Team Leadership, Leadership, Hardware, Outlook, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Call Centers, Microsoft Office, Access
Education
Bishop's University 1984 — 1987
Bachelor of Business Administration (BBA), Finance / Computer Science minor
Jay Hutchins's Sun Life Financial Experience February 2012 - Present
Job Regional Vice President at AFLAC Benefit Solutions
Industry Financial Services
Experience
AFLAC Benefit Solutions April 2014 - Present
Sun Life Financial February 2012 - Present
Colonial Life March 2005 - February 2012
Trustmark Life Insurance Company February 2004 - February 2005
Canada Life July 2002 - February 2004
Unum March 1985 - June 2002
Education
Boston College 1980 — 1984
B.A., Communications
AFLAC Benefit Solutions April 2014 - Present
Sun Life Financial February 2012 - Present
Colonial Life March 2005 - February 2012
Trustmark Life Insurance Company February 2004 - February 2005
Canada Life July 2002 - February 2004
Unum March 1985 - June 2002
Education
Boston College 1980 — 1984
B.A., Communications
Laurel Weber's Sun Life Financial Experience April 2013 - Present
Job Associate Director, Application Development
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial June 2001 - April 2013
Sun Life Financial July 1986 - July 2001
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Visio, Data Analysis, DB2, COBOL, JCL, VSAM, CICS, IMS, Mainframe, Systems Analysis, Analysis, SharePoint, Access, TSO, Quality Assurance
Education
Bentley University 1982 — 1986
Bachelor of Science (B.S.), Computer Information Systems
Sun Life Financial April 2013 - Present
Sun Life Financial June 2001 - April 2013
Sun Life Financial July 1986 - July 2001
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Visio, Data Analysis, DB2, COBOL, JCL, VSAM, CICS, IMS, Mainframe, Systems Analysis, Analysis, SharePoint, Access, TSO, Quality Assurance
Education
Bentley University 1982 — 1986
Bachelor of Science (B.S.), Computer Information Systems
Peachy Kent's Sun Life Financial Experience January 2000 - July 2013
Job Client Manager at Willis
Industry Financial Services
Experience
Willis July 2013 - Present
Sun Life Financial January 2000 - July 2013
Skills
Life Insurance, Disability Insurance, Employee Benefits, Voluntary Employee..., Marketing, Health Insurance, Benefits Administration, Underwriting, Retail Banking, Commercial Banking, Commercial Lending, Banking, Dental Insurance, Insurance, Analysis, Customer Service, Account Management, Sales, Brokers, Health Savings Accounts, Term Life Insurance
Education
Washington State University 1993 — 1995
Finance, General
Big Bend Community College 1991 — 1993
Business/Commerce, General
Willis July 2013 - Present
Sun Life Financial January 2000 - July 2013
Skills
Life Insurance, Disability Insurance, Employee Benefits, Voluntary Employee..., Marketing, Health Insurance, Benefits Administration, Underwriting, Retail Banking, Commercial Banking, Commercial Lending, Banking, Dental Insurance, Insurance, Analysis, Customer Service, Account Management, Sales, Brokers, Health Savings Accounts, Term Life Insurance
Education
Washington State University 1993 — 1995
Finance, General
Big Bend Community College 1991 — 1993
Business/Commerce, General
Elizabeth Karam McCarthy's Sun Life Financial Experience January 1990 - June 2003
Job Vice President of Resource Development at Bristol Community College
Industry Higher Education
Experience
Bristol Community College July 2007 - Present
Sun Life Financial January 1990 - June 2003
Skills
Leadership, Public Speaking, Management, Project Management, Higher Education, Community Outreach, Operations Management, Change Management, Event Planning, Vendor Management, Strategic Planning
Education
Providence College 1992 — 1995
Master of Business Administration (M.B.A.)
Boston College 1984 — 1988
Bachelor of Science (B.S.), Marketing
Bristol Community College July 2007 - Present
Sun Life Financial January 1990 - June 2003
Skills
Leadership, Public Speaking, Management, Project Management, Higher Education, Community Outreach, Operations Management, Change Management, Event Planning, Vendor Management, Strategic Planning
Education
Providence College 1992 — 1995
Master of Business Administration (M.B.A.)
Boston College 1984 — 1988
Bachelor of Science (B.S.), Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.