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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Sarah Wiewel Sarah Wiewel's Sun Life Financial Experience 2010 - 2011
Job Senior Portfolio Strategist at Schooner Investment Group LLC
Industry Financial Services
Experience
Schooner Investment Group LLC July 2013 - Present
Schooner Investment Group LLC October 2011 - June 2013
New England Patriots April 2011 - April 2012
Sun Life Financial 2010 - 2011
faithHighway May 2009 - August 2009
Sendera Investment Group May 2008 - August 2008
Skills
Investments, Mutual Funds, Investment Strategies, Investment Management, Finance, Series 6, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Financial Risk, Series 63, Series 7, Financial Modeling, Equities
Education
Boston College
Bachelor of Arts, Honors Economics, Minor- Middle Eastern Studies
Schooner Investment Group LLC July 2013 - Present
Schooner Investment Group LLC October 2011 - June 2013
New England Patriots April 2011 - April 2012
Sun Life Financial 2010 - 2011
faithHighway May 2009 - August 2009
Sendera Investment Group May 2008 - August 2008
Skills
Investments, Mutual Funds, Investment Strategies, Investment Management, Finance, Series 6, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Financial Risk, Series 63, Series 7, Financial Modeling, Equities
Education
Boston College
Bachelor of Arts, Honors Economics, Minor- Middle Eastern Studies
Kevin Harlinski Kevin Harlinski's Sun Life Financial Experience December 1997 - May 2005
Job Project Management Associate Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Services May 2005 - Present
Sun Life Financial December 1997 - May 2005
Bentley College 1994 - 1998
Polaroid 1992 - 1995
Skills
Process Improvement, Software Documentation, Business Requirements, SDLC, Project Planning, Requirements Gathering, Business Analysis, Technical Writing, PMP, Management, Vendor Management, Project Management, CMS, Program Management, Visio, Requirements Analysis, Software Project..., IT Strategy, Agile Methodologies, IT Management, Access, Business Process..., Integration
Education
Boston University 2004 — 2005
Certificate, Project Management
Salem State College 1987 — 1992
Bachelor of Science (BS), Finance
Sun Life Financial Services May 2005 - Present
Sun Life Financial December 1997 - May 2005
Bentley College 1994 - 1998
Polaroid 1992 - 1995
Skills
Process Improvement, Software Documentation, Business Requirements, SDLC, Project Planning, Requirements Gathering, Business Analysis, Technical Writing, PMP, Management, Vendor Management, Project Management, CMS, Program Management, Visio, Requirements Analysis, Software Project..., IT Strategy, Agile Methodologies, IT Management, Access, Business Process..., Integration
Education
Boston University 2004 — 2005
Certificate, Project Management
Salem State College 1987 — 1992
Bachelor of Science (BS), Finance
David Ethier, MBA, MSL David Ethier, MBA, MSL's Sun Life Financial Experience October 2008 - March 2012
Job Learning and Development Consultant at Brown University
Industry Professional Training & Coaching
Experience
Brown University, Center for Learning and Professional Development April 2013 - Present
Nichols College September 2013 - Present
Northeastern University, College of Professional Studies March 2013 - Present
The Hanover Insurance Group April 2012 - July 2012
Sun Life Financial October 2008 - March 2012
SunLife Financial July 2006 - October 2008
Sun Life Financial September 2005 - July 2006
Citizens Bank May 2004 - September 2005
Skills
Leadership Development, Program Management, Facilitation, Management Development, Career Development, Coaching, Vendor Management, Team Building, Needs Analysis, Consulting, MBTI Certified, Public Speaking, Workshop Facilitation, Collaboration, Building Relationships, University Teaching, Higher Education, Emotional Intelligence
Education
Northeastern University 2009 — 2012
Master of Science in Leadership (MSL)
Nichols College 2002 — 2003
Master of Business Administration (MBA)
Nichols College 1981 — 1985
B.S.B.A., Marketing
Boston University 2004 — 2005
Certificate in Training and Development
Brown University, Center for Learning and Professional Development April 2013 - Present
Nichols College September 2013 - Present
Northeastern University, College of Professional Studies March 2013 - Present
The Hanover Insurance Group April 2012 - July 2012
Sun Life Financial October 2008 - March 2012
SunLife Financial July 2006 - October 2008
Sun Life Financial September 2005 - July 2006
Citizens Bank May 2004 - September 2005
Skills
Leadership Development, Program Management, Facilitation, Management Development, Career Development, Coaching, Vendor Management, Team Building, Needs Analysis, Consulting, MBTI Certified, Public Speaking, Workshop Facilitation, Collaboration, Building Relationships, University Teaching, Higher Education, Emotional Intelligence
Education
Northeastern University 2009 — 2012
Master of Science in Leadership (MSL)
Nichols College 2002 — 2003
Master of Business Administration (MBA)
Nichols College 1981 — 1985
B.S.B.A., Marketing
Boston University 2004 — 2005
Certificate in Training and Development
Michael Leydon Michael Leydon's Sun Life Financial Experience 2005 - 2006
Job Managing Director of Operations at oneZero Financial Systems
Industry Financial Services
Experience
oneZero Financial Systems April 2012 - Present
Gleacher & Company March 2011 - March 2012
Jefferies & Company November 2006 - March 2011
Sun Life Financial 2005 - 2006
Skills
Trading Systems, Market Data, Equity Trading, Electronic Trading, Data Center, Equities, Trading, Financial Markets, Fixed Income, Options, Derivatives, Capital Markets, Bloomberg, Investment Banking, Low Latency, Back Office, Foreign Exchange, Financial Services, Management
Education
Worcester Polytechnic Institute 1997 — 2001
Boston Latin School 1990 — 1997
oneZero Financial Systems April 2012 - Present
Gleacher & Company March 2011 - March 2012
Jefferies & Company November 2006 - March 2011
Sun Life Financial 2005 - 2006
Skills
Trading Systems, Market Data, Equity Trading, Electronic Trading, Data Center, Equities, Trading, Financial Markets, Fixed Income, Options, Derivatives, Capital Markets, Bloomberg, Investment Banking, Low Latency, Back Office, Foreign Exchange, Financial Services, Management
Education
Worcester Polytechnic Institute 1997 — 2001
Boston Latin School 1990 — 1997
Allison Rubin Allison Rubin's Sun Life Financial Experience February 2010 - November 2010
Job Marketing Communications Director at Stand for Children
Industry Public Relations and Communications
Experience
Stand for Children February 2014 - Present
Girl Scouts of Eastern Massachusetts November 2010 - February 2014
Sun Life Financial February 2010 - November 2010
Boston University School of Medicine July 2007 - March 2010
Spaulding Rehabilitation Hospital April 2005 - July 2007
Bright Horizons July 2004 - April 2005
Skills
Press Releases, Media Relations, Public Speaking, Copywriting, Social Media, Newsletters, Public Relations, Social Networking, Photoshop, Editing, Event Management, Proofreading, Storytelling, Publicity, Strategic Communications, Event Planning, Blogging, Copy Editing, Facebook, Crisis Communications, Corporate Communications, Marketing Communications, Internal Communications, Community Development, Social Media Marketing, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Speech Writing, Advertising
Education
Boston University 2007 — 2009
MS, Advertising
University of Massachusetts, Amherst 2001 — 2004
Bachelors, Communications, Early Childhood Education
University of Rhode Island 2000 — 2001
Communications
Stand for Children February 2014 - Present
Girl Scouts of Eastern Massachusetts November 2010 - February 2014
Sun Life Financial February 2010 - November 2010
Boston University School of Medicine July 2007 - March 2010
Spaulding Rehabilitation Hospital April 2005 - July 2007
Bright Horizons July 2004 - April 2005
Skills
Press Releases, Media Relations, Public Speaking, Copywriting, Social Media, Newsletters, Public Relations, Social Networking, Photoshop, Editing, Event Management, Proofreading, Storytelling, Publicity, Strategic Communications, Event Planning, Blogging, Copy Editing, Facebook, Crisis Communications, Corporate Communications, Marketing Communications, Internal Communications, Community Development, Social Media Marketing, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Speech Writing, Advertising
Education
Boston University 2007 — 2009
MS, Advertising
University of Massachusetts, Amherst 2001 — 2004
Bachelors, Communications, Early Childhood Education
University of Rhode Island 2000 — 2001
Communications
Michael Robinson Insurance Services Marketing & Coach Michael Robinson Insurance Services Marketing & Coach's Sun Life Financial Experience 2000 - 2005
Job Managing Partner at ISN Premier
Industry Financial Services
Experience
ISN Premier October 2014 - Present
Robinson Consulting, LLC March 2010 - Present
ISN Network December 2007 - March 2010
Asset Marketing Systems 2005 - 2007
Sun Life Financial 2000 - 2005
Putnam Investments February 1993 - 2000
Skills
Wealth Transfer, Long Term Care, Fixed Annuities, Annuity, Retirement, Retirement Planning, Annuities, Training, Coaching, Insurance, Product Marketing, Salesforce Training, 401k, Long-term Care, Variable Annuities, Investments, Life Insurance, Wealth, Securities, Strategic Financial..., Financial Planners, Mutual Funds, Universal Life, Whole Life, Estate Planning, Financial Advisory, Marketing, Asset Management, Term Life Insurance, Disability Insurance, Bonds, Finance, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Series 7, Financial Services, Asset Allocation, Wealth Management..., Fixed Income, IRAs, Pensions, Series 6, Alternative Investments, Personal Finance, Long Term Care Insurance, Small Business, Investment Management, Indexed Annuities
Education
Boston University 1990 — 1992
Business Management
North Shore Community College 1988 — 1990
Business
ISN Premier October 2014 - Present
Robinson Consulting, LLC March 2010 - Present
ISN Network December 2007 - March 2010
Asset Marketing Systems 2005 - 2007
Sun Life Financial 2000 - 2005
Putnam Investments February 1993 - 2000
Skills
Wealth Transfer, Long Term Care, Fixed Annuities, Annuity, Retirement, Retirement Planning, Annuities, Training, Coaching, Insurance, Product Marketing, Salesforce Training, 401k, Long-term Care, Variable Annuities, Investments, Life Insurance, Wealth, Securities, Strategic Financial..., Financial Planners, Mutual Funds, Universal Life, Whole Life, Estate Planning, Financial Advisory, Marketing, Asset Management, Term Life Insurance, Disability Insurance, Bonds, Finance, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Series 7, Financial Services, Asset Allocation, Wealth Management..., Fixed Income, IRAs, Pensions, Series 6, Alternative Investments, Personal Finance, Long Term Care Insurance, Small Business, Investment Management, Indexed Annuities
Education
Boston University 1990 — 1992
Business Management
North Shore Community College 1988 — 1990
Business
Channel Mejia Channel Mejia's Sun Life Financial Experience June 2014 - Present
Job Internal Wholesaler at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial October 2013 - June 2014
Sun Life Financial May 2013 - October 2013
NEARI Jumpstart September 2010 - May 2013
Sun Life Financial May 2012 - August 2012
Sun Life Financial May 2011 - September 2011
Stop & Shop July 2010 - August 2010
State Street June 2009 - August 2009
State Street July 2008 - August 2008
Skills
Microsoft Office, Lotus Notes, Spanish, Teamwork, Customer Service, Time Management, Coordination, Event Planning, Human Resources, Management, Public Speaking, Workshop Facilitation, Access, Budgets, Interviews
Education
University of Massachusetts, Amherst 2009 — 2013
BBA and BS, Business Management and Sociology
Boston Latin School 2003 — 2009
High School Diploma
Sun Life Financial June 2014 - Present
Sun Life Financial October 2013 - June 2014
Sun Life Financial May 2013 - October 2013
NEARI Jumpstart September 2010 - May 2013
Sun Life Financial May 2012 - August 2012
Sun Life Financial May 2011 - September 2011
Stop & Shop July 2010 - August 2010
State Street June 2009 - August 2009
State Street July 2008 - August 2008
Skills
Microsoft Office, Lotus Notes, Spanish, Teamwork, Customer Service, Time Management, Coordination, Event Planning, Human Resources, Management, Public Speaking, Workshop Facilitation, Access, Budgets, Interviews
Education
University of Massachusetts, Amherst 2009 — 2013
BBA and BS, Business Management and Sociology
Boston Latin School 2003 — 2009
High School Diploma
L Carleton's Sun Life Financial Experience 2005 - 2008
Job Consultant at WinterWyman
Industry Financial Services
Experience
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
David Mollo David Mollo's Sun Life Financial Experience January 2013 - September 2013
Job Director, Sales and Service Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Kristen Visakay Kristen Visakay's Sun Life Financial Experience May 2013 - February 2014
Job Senior Executive Assistant at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield May 2014 - Present
Sun Life Financial May 2013 - February 2014
Office of the Governor of New Jersey June 2012 - August 2012
Small Arms Survey February 2012 - May 2012
Office of the Governor of New Jersey May 2011 - August 2011
Office of the Governor of Massachusetts January 2011 - May 2011
Office of Congressman Bill Pascrell, Jr. May 2010 - August 2010
Skills
International Relations, Political Science, Politics, Policy Analysis, Research, Public Speaking, Event Planning, Editing, Microsoft Office, SPSS, Data Analysis, Political Campaigns, English, Social Media, Nonprofits, Writing, PowerPoint
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Parsippany Hills High School 2005 — 2009
New York University
Master of Science (MS), International/Global Studies
Cushman & Wakefield May 2014 - Present
Sun Life Financial May 2013 - February 2014
Office of the Governor of New Jersey June 2012 - August 2012
Small Arms Survey February 2012 - May 2012
Office of the Governor of New Jersey May 2011 - August 2011
Office of the Governor of Massachusetts January 2011 - May 2011
Office of Congressman Bill Pascrell, Jr. May 2010 - August 2010
Skills
International Relations, Political Science, Politics, Policy Analysis, Research, Public Speaking, Event Planning, Editing, Microsoft Office, SPSS, Data Analysis, Political Campaigns, English, Social Media, Nonprofits, Writing, PowerPoint
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Parsippany Hills High School 2005 — 2009
New York University
Master of Science (MS), International/Global Studies
Kathy Heffernon's Sun Life Financial Experience February 2001 - November 2002
Job Data Analytics, Specialty in Digital Analytics at Hilton Worldwide
Industry Management Consulting
Experience
Hilton Worldwide May 2015 - Present
Image Nation, LLC June 2011 - Present
Saint Catherine of Siena Church June 2013 - Present
Deloitte September 2008 - August 2011
Deloitte February 2006 - September 2008
Harvard Pilgrim Health Care December 2002 - February 2006
Sun Life Financial February 2001 - November 2002
Skills
Data Analysis, Strategy, Financial Analysis, Management, Analysis, Social Networking, Event Management, Social Media Marketing, Medical Underwriting, SAS, Digital Marketing, SEO, Google Analytics, Facebook Marketing, Content Strategy, Personal Branding, WordPress, Blogging, Publicity, Leadership, Internal Audit
Education
Boston College - Carroll School of Management 1997 — 2001
Bachelor of Science (BS), Finance
Hilton Worldwide May 2015 - Present
Image Nation, LLC June 2011 - Present
Saint Catherine of Siena Church June 2013 - Present
Deloitte September 2008 - August 2011
Deloitte February 2006 - September 2008
Harvard Pilgrim Health Care December 2002 - February 2006
Sun Life Financial February 2001 - November 2002
Skills
Data Analysis, Strategy, Financial Analysis, Management, Analysis, Social Networking, Event Management, Social Media Marketing, Medical Underwriting, SAS, Digital Marketing, SEO, Google Analytics, Facebook Marketing, Content Strategy, Personal Branding, WordPress, Blogging, Publicity, Leadership, Internal Audit
Education
Boston College - Carroll School of Management 1997 — 2001
Bachelor of Science (BS), Finance
John Moynihan John Moynihan's Sun Life Financial Experience February 2010 - Present
Job Director, Asset Management
Industry Investment Management
Experience
Sun Life Financial February 2010 - Present
Pembroke Real Estate August 2005 - June 2009
Taurus Investments 2001 - 2004
AEW Capital Management 1988 - 2000
Copley RE Investors 1988 - 2000
Skills
Property Management, Negotiation, Real Estate, Portfolio Management, Asset Managment, Loans, Asset Management, Investments
Education
Suffolk University Law School 1979 — 1981
JD, Law
Isenberg School of Management, UMass Amherst 1976 — 1978
MBA, Accounting/Finance
University of Massachusetts, Amherst 1972 — 1976
BA, English
Boston Latin School 1968 — 1972
General Liberal Arts
Sun Life Financial February 2010 - Present
Pembroke Real Estate August 2005 - June 2009
Taurus Investments 2001 - 2004
AEW Capital Management 1988 - 2000
Copley RE Investors 1988 - 2000
Skills
Property Management, Negotiation, Real Estate, Portfolio Management, Asset Managment, Loans, Asset Management, Investments
Education
Suffolk University Law School 1979 — 1981
JD, Law
Isenberg School of Management, UMass Amherst 1976 — 1978
MBA, Accounting/Finance
University of Massachusetts, Amherst 1972 — 1976
BA, English
Boston Latin School 1968 — 1972
General Liberal Arts
Art MacPherson Art MacPherson's Sun Life Financial Experience July 2006 - March 2012
Job Financial Services Editor, Writer & Researcher
Industry Financial Services
Experience
Self-Employed December 2014 - Present
Strategic Insight April 2012 - December 2014
Sun Life Financial July 2006 - March 2012
Financial Research Corp. 1999 - 2006
Keyport Life Insurance 1998 - 1999
Eaton Vance 1989 - 1995
Colonial Group 1983 - 1987
Putnam Companies 1980 - 1982
Skills
FINRA Series 6, FINRA Series 26, Research, Mutual Funds, Annuities, Editing, Writing, Strategic Planning, Marketing Strategy, Marketing Communications, Copywriting, Team Building, Investments, Word, Retirement Planning, Vendor Management, Corporate Communications, PowerPoint, Fixed Annuities, Series 6, Series 63, Retirement, Integrated Marketing, Insurance, Asset Allocation, Financial Services, Management, Relationship Management, Project Management, Sales, Marketing, FINRA, Training, Market Research, Securities, Strategic Communications, Journalism
Education
Boston Latin School
Northeastern University
B.A. (Honors), Journalism
Self-Employed December 2014 - Present
Strategic Insight April 2012 - December 2014
Sun Life Financial July 2006 - March 2012
Financial Research Corp. 1999 - 2006
Keyport Life Insurance 1998 - 1999
Eaton Vance 1989 - 1995
Colonial Group 1983 - 1987
Putnam Companies 1980 - 1982
Skills
FINRA Series 6, FINRA Series 26, Research, Mutual Funds, Annuities, Editing, Writing, Strategic Planning, Marketing Strategy, Marketing Communications, Copywriting, Team Building, Investments, Word, Retirement Planning, Vendor Management, Corporate Communications, PowerPoint, Fixed Annuities, Series 6, Series 63, Retirement, Integrated Marketing, Insurance, Asset Allocation, Financial Services, Management, Relationship Management, Project Management, Sales, Marketing, FINRA, Training, Market Research, Securities, Strategic Communications, Journalism
Education
Boston Latin School
Northeastern University
B.A. (Honors), Journalism
Rene McLaughlin's Sun Life Financial Experience September 2013 - Present
Job Sr. Compliance Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Babson College April 2012 - September 2012
Sun Life Financial 2009 - April 2012
Sun Life Financial 2006 - 2009
Sun Life Financial 2005 - 2006
Sun Life Financial 2004 - 2005
Sun Life Financial 2001 - 2004
Keyport 1998 - 2001
Putnam Investments 1996 - 1998
Skills
FINRA, Compliance, Insurance, Annuities, Research, Mutual Funds, Fixed Annuities, Securities, Management, Financial Services, Business Analysis, Life Insurance, Risk Management, Series 6, Series 63, Investments
Education
Boston College 2002 — 2005
Master of Science, Business Administration
Boston College
B.S., Business Administration
Sun Life Financial September 2013 - Present
Babson College April 2012 - September 2012
Sun Life Financial 2009 - April 2012
Sun Life Financial 2006 - 2009
Sun Life Financial 2005 - 2006
Sun Life Financial 2004 - 2005
Sun Life Financial 2001 - 2004
Keyport 1998 - 2001
Putnam Investments 1996 - 1998
Skills
FINRA, Compliance, Insurance, Annuities, Research, Mutual Funds, Fixed Annuities, Securities, Management, Financial Services, Business Analysis, Life Insurance, Risk Management, Series 6, Series 63, Investments
Education
Boston College 2002 — 2005
Master of Science, Business Administration
Boston College
B.S., Business Administration
Harmeet Chhabra's Sun Life Financial Experience June 2002 - June 2005
Job Manager of Market and Competitive Intelligence at Tufts Health Plan
Industry Insurance
Experience
Tufts Health Plan October 2011 - Present
Blue Cross Blue Shield of Massachusetts December 2008 - October 2011
Blue Cross Blue Shield of Massachusetts June 2005 - December 2008
Sun Life Financial June 2002 - June 2005
The Shri Ram School April 1994 - September 2000
Juvenile Diabetes Foundation 1993 - 2000
Skills
Health Insurance, Data Analysis, Actuarial Science, Analysis, Healthcare, Analytics, Managed Care, Competitive Intelligence, Process Improvement, Financial Analysis, Insurance, Cross-functional Team..., Health Care Reform, Financial Modeling, Leadership, Management, Health Policy, Business Process..., Pricing, Strategic Planning
Education
Boston University
MA, Financial Mathematics
Delhi University
MA, Mathematics
Tufts Health Plan October 2011 - Present
Blue Cross Blue Shield of Massachusetts December 2008 - October 2011
Blue Cross Blue Shield of Massachusetts June 2005 - December 2008
Sun Life Financial June 2002 - June 2005
The Shri Ram School April 1994 - September 2000
Juvenile Diabetes Foundation 1993 - 2000
Skills
Health Insurance, Data Analysis, Actuarial Science, Analysis, Healthcare, Analytics, Managed Care, Competitive Intelligence, Process Improvement, Financial Analysis, Insurance, Cross-functional Team..., Health Care Reform, Financial Modeling, Leadership, Management, Health Policy, Business Process..., Pricing, Strategic Planning
Education
Boston University
MA, Financial Mathematics
Delhi University
MA, Mathematics
Tom Modestino's Sun Life Financial Experience December 1992 - October 1999
Job Director of Retirement Research Ignites Research at Money Media a Financial Times company
Industry Financial Services
Experience
Ignites Research, a service of the Financial Times November 2012 - Present
Cerulli Associates February 2006 - November 2012
New York Life Investment Management LLC May 2003 - January 2006
Manulife Financial April 2001 - May 2003
New York Life Investment Management LLC October 1999 - April 2001
Sun Life Financial December 1992 - October 1999
camp bournedale 1988 - 1992
Skills
Mutual Funds, Retirement, Asset Allocation, Series 7, Wealth Management, Pensions, Series 63, Investments, 401k, Asset Managment, Relationship Management, Retirement Planning, Financial Services, Investment Strategies, Alternative Investments, Data Analysis, Report Writing, Qualitative Research, Quantitative Research, Retirement Income..., Equities, Asset Management, Securities, Investment Management
Education
Boston College 1988 — 1992
BA, Pre-Law Studies
Boston University 1997 — 2000
College of Financial Planning
Ignites Research, a service of the Financial Times November 2012 - Present
Cerulli Associates February 2006 - November 2012
New York Life Investment Management LLC May 2003 - January 2006
Manulife Financial April 2001 - May 2003
New York Life Investment Management LLC October 1999 - April 2001
Sun Life Financial December 1992 - October 1999
camp bournedale 1988 - 1992
Skills
Mutual Funds, Retirement, Asset Allocation, Series 7, Wealth Management, Pensions, Series 63, Investments, 401k, Asset Managment, Relationship Management, Retirement Planning, Financial Services, Investment Strategies, Alternative Investments, Data Analysis, Report Writing, Qualitative Research, Quantitative Research, Retirement Income..., Equities, Asset Management, Securities, Investment Management
Education
Boston College 1988 — 1992
BA, Pre-Law Studies
Boston University 1997 — 2000
College of Financial Planning
Lauren Scafidi Lauren Scafidi's Sun Life Financial Experience April 2013 - Present
Job Accounting Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Marathon Sports 2009 - Present
MFS Investment Management 2005 - 2009
State Street 2004 - 2005
Investors Bank & Trust 2001 - 2004
Skills
Microsoft Office, PowerPoint, Mutual Funds, Project Management, Financial Analysis, Research, Team Building, Strategic Planning, Data Analysis, Finance, Outlook, Management, Analysis, Customer Service, Sales, Coaching, Accounting, Financial Reporting, Time Management, Leadership, Business Development, Start-ups
Education
Boston University 2000 — 2001
Master of Science (M.S.), Journalism
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Sun Life Financial April 2013 - Present
Marathon Sports 2009 - Present
MFS Investment Management 2005 - 2009
State Street 2004 - 2005
Investors Bank & Trust 2001 - 2004
Skills
Microsoft Office, PowerPoint, Mutual Funds, Project Management, Financial Analysis, Research, Team Building, Strategic Planning, Data Analysis, Finance, Outlook, Management, Analysis, Customer Service, Sales, Coaching, Accounting, Financial Reporting, Time Management, Leadership, Business Development, Start-ups
Education
Boston University 2000 — 2001
Master of Science (M.S.), Journalism
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Elizabeth Lucchese's Sun Life Financial Experience January 2004 - October 2007
Job Sr. Business Systems Analyst at Follett School Solutions
Industry Information Technology and Services
Experience
Follett School Solutions September 2013 - Present
Follett School Solutions September 2008 - September 2013
Barclays Global Investors October 2007 - August 2008
Sun Life Financial January 2004 - October 2007
Skills
Business Analysis, Enterprise Software, Product Management, Business Intelligence, Client Liaison, Team Building, Strategic Planning, Project Management, Program Management, Training, Software, Product Development, Channel Sales, Software Solution Sales, Business Process, Software Project..., Requirements Analysis, Management, Analysis, Data Analysis, Process Improvement, SaaS, CRM, Scrum, Team Leadership, Databases, Integration, Software Documentation, Leadership
Education
Boston University 1999 — 2003
Bachelor of Science (BS), Broadcast Journalism
Boston University 1999 — 2003
Bachelor of Science, Broadcast Journalism; Women Studies
Follett School Solutions September 2013 - Present
Follett School Solutions September 2008 - September 2013
Barclays Global Investors October 2007 - August 2008
Sun Life Financial January 2004 - October 2007
Skills
Business Analysis, Enterprise Software, Product Management, Business Intelligence, Client Liaison, Team Building, Strategic Planning, Project Management, Program Management, Training, Software, Product Development, Channel Sales, Software Solution Sales, Business Process, Software Project..., Requirements Analysis, Management, Analysis, Data Analysis, Process Improvement, SaaS, CRM, Scrum, Team Leadership, Databases, Integration, Software Documentation, Leadership
Education
Boston University 1999 — 2003
Bachelor of Science (BS), Broadcast Journalism
Boston University 1999 — 2003
Bachelor of Science, Broadcast Journalism; Women Studies
Peg Mead Peg Mead's Sun Life Financial Experience 1979 - 1999
Job Managing Partner at Insurance Careers
Industry Financial Services
Experience
Insurance Careers LLC 2009 - Present
Professions 2000 - 2009
Sun Life Financial 1979 - 1999
Skills
Insurance, Sales Management, Employee Benefits, Life Insurance, New Business Development, Marketing Strategy, CEOs, Recruiting, Retirement Planning, Sourcing, Financial Services
Education
Suffolk University Law School
JD
Boston University
BA
Insurance Careers LLC 2009 - Present
Professions 2000 - 2009
Sun Life Financial 1979 - 1999
Skills
Insurance, Sales Management, Employee Benefits, Life Insurance, New Business Development, Marketing Strategy, CEOs, Recruiting, Retirement Planning, Sourcing, Financial Services
Education
Suffolk University Law School
JD
Boston University
BA
Hung J. Lam's Sun Life Financial Experience June 2008 - May 2012
Job Specialty Sales Representative at Celgene
Industry Pharmaceuticals
Experience
Celgene January 2014 - Present
Warner Chilcott June 2013 - January 2014
Warner Chilcott May 2012 - May 2013
Sun Life Financial June 2008 - May 2012
Novartis June 2007 - June 2008
Biovail Pharmaceuticals May 2006 - June 2007
Skills
Territory Management, Selling, Sales Operations, Sales Force Development, Pharmaceutical Sales, Cardiology, Sales Presentations, Sales, Fixed Annuities, Marketing Strategy, Asset Allocation, Sales Management, Neurology, Urology, Sales Effectiveness, Account Management, New Business Development, Managed Care, Selling Skills, Long-term Care, Product Launch, Pharmaceutical Industry, Rheumatology, Endocrinology
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Economics, Marketing
Celgene January 2014 - Present
Warner Chilcott June 2013 - January 2014
Warner Chilcott May 2012 - May 2013
Sun Life Financial June 2008 - May 2012
Novartis June 2007 - June 2008
Biovail Pharmaceuticals May 2006 - June 2007
Skills
Territory Management, Selling, Sales Operations, Sales Force Development, Pharmaceutical Sales, Cardiology, Sales Presentations, Sales, Fixed Annuities, Marketing Strategy, Asset Allocation, Sales Management, Neurology, Urology, Sales Effectiveness, Account Management, New Business Development, Managed Care, Selling Skills, Long-term Care, Product Launch, Pharmaceutical Industry, Rheumatology, Endocrinology
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Economics, Marketing
David Jacobson's Sun Life Financial Experience February 2006 - January 2010
Job Public Relations and Corporate Communications Executive
Industry Public Relations and Communications
Experience
Moody's Investors Service June 2011 - Present
Suzanne Bump for State Auditor April 2010 - November 2010
Sun Life Financial February 2006 - January 2010
Placemark Investments June 2004 - February 2006
Weber Shandwick 1997 - 2001
Skills
Strategic Communications, Crisis Communications, Corporate Communications, Public Relations, Government Relations, Marketing Communications, Public Policy, Executive Counsel, Speech Writing, Media Relations, Social Media, Communications Strategy, Writing, Public Speaking, Crisis Management, Message Development, Executive Communications, Social Networking, Blogging, Messaging, Press Releases, Publicity, Internal Communications, Facebook, Editing, Communication Training, Integrated Marketing, Marketing Strategy, Community Development, Public Affairs, Politics, Marketing, Publications, Storytelling, Reputation Management, Newsletters
Education
Suffolk University 2005 — 2008
M.S., Political Science
Boston University
B.S., Mass Communications
Moody's Investors Service June 2011 - Present
Suzanne Bump for State Auditor April 2010 - November 2010
Sun Life Financial February 2006 - January 2010
Placemark Investments June 2004 - February 2006
Weber Shandwick 1997 - 2001
Skills
Strategic Communications, Crisis Communications, Corporate Communications, Public Relations, Government Relations, Marketing Communications, Public Policy, Executive Counsel, Speech Writing, Media Relations, Social Media, Communications Strategy, Writing, Public Speaking, Crisis Management, Message Development, Executive Communications, Social Networking, Blogging, Messaging, Press Releases, Publicity, Internal Communications, Facebook, Editing, Communication Training, Integrated Marketing, Marketing Strategy, Community Development, Public Affairs, Politics, Marketing, Publications, Storytelling, Reputation Management, Newsletters
Education
Suffolk University 2005 — 2008
M.S., Political Science
Boston University
B.S., Mass Communications
Karen Andreasen's Sun Life Financial Experience September 2014 - Present
Job Associate Director of Worksite Underwriting at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2014 - Present
Unum August 2012 - August 2014
Unum October 2009 - August 2012
Unum February 2006 - October 2009
Unum April 2002 - February 2006
Unum December 1999 - April 2002
Unum December 1998 - December 1999
Unum May 1996 - December 1998
Unum August 1992 - May 1996
Unum April 1991 - August 1992
Skills
Negotiation, Behavioral Interviewing, Employee Benefits, Voluntary Employee..., Voluntary Products, Disability Insurance, Collaborative Problem..., Portfolio Management, Public Speaking, Customer Service, Organizational..., Consultative Approach, Flexibility, Mentoring, Development Of Employees, Delivering Results, Business Acumen, Teamwork, Values-based Leadership, Brokers, Insurance, Claims Management, Long-term Care, Underwriting, Health Savings Accounts, Life Insurance, Accident, Risk Management, Sales, Leadership
Education
Boston University 1986 — 1991
BS, Communications
Sun Life Financial September 2014 - Present
Unum August 2012 - August 2014
Unum October 2009 - August 2012
Unum February 2006 - October 2009
Unum April 2002 - February 2006
Unum December 1999 - April 2002
Unum December 1998 - December 1999
Unum May 1996 - December 1998
Unum August 1992 - May 1996
Unum April 1991 - August 1992
Skills
Negotiation, Behavioral Interviewing, Employee Benefits, Voluntary Employee..., Voluntary Products, Disability Insurance, Collaborative Problem..., Portfolio Management, Public Speaking, Customer Service, Organizational..., Consultative Approach, Flexibility, Mentoring, Development Of Employees, Delivering Results, Business Acumen, Teamwork, Values-based Leadership, Brokers, Insurance, Claims Management, Long-term Care, Underwriting, Health Savings Accounts, Life Insurance, Accident, Risk Management, Sales, Leadership
Education
Boston University 1986 — 1991
BS, Communications
Justina Wong's Sun Life Financial Experience June 2012 - August 2012
Job Student at Tufts University
Industry Financial Services
Experience
Harvard University July 2011 - December 2012
Sun Life Financial June 2012 - August 2012
State Street 2010 - 2010
John William Ward Fellowship July 2009 - August 2009
Boston Financial Data Services July 2008 - August 2008
Harvard College Library Technical Services July 2007 - August 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Data Analysis, Event Planning, Public Speaking, Bloomberg, Nonprofits, Facebook, Accounting
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), International Relations, International Finance
Boston Latin School 2003 — 2010
High School, 4.01
Harvard University July 2011 - December 2012
Sun Life Financial June 2012 - August 2012
State Street 2010 - 2010
John William Ward Fellowship July 2009 - August 2009
Boston Financial Data Services July 2008 - August 2008
Harvard College Library Technical Services July 2007 - August 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Data Analysis, Event Planning, Public Speaking, Bloomberg, Nonprofits, Facebook, Accounting
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), International Relations, International Finance
Boston Latin School 2003 — 2010
High School, 4.01
Beth (Kupferberg) Barnes, MBA Beth (Kupferberg) Barnes, MBA's Sun Life Financial Experience September 2013 - Present
Job Marketing and Communications
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
eSecLending July 2008 - August 2012
The Talener Group November 2007 - April 2008
Skills
Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Product Marketing, Project Management, Marketing Management, Brand Management, Corporate Branding, Branding & Identity, Brand Development, Brand Awareness, Business Development, Event Management, Event Planning, Corporate Events, RFP, Presentation Development, Presentation Design, Presentations, Proposal Writing, Proposal Production, Conference Coordination, Conference Production, Conference Organization, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Adobe Design Programs, PowerPoint, CRM, Budgets, Newsletters, Relationship Management, Email Marketing, Analytics, Competitive Analysis, Social Networking, Relationship Marketing, New Business Development, Social Media, Public Relations, Financial Services, Cross-functional Team..., Salesforce.com, Collateral Management, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Marketing
Trinity College-Hartford 2003 — 2007
BA, Economics; Spanish
Sun Life Financial September 2013 - Present
eSecLending July 2008 - August 2012
The Talener Group November 2007 - April 2008
Skills
Marketing, Marketing Strategy, Marketing Communications, Market Research, Social Media Marketing, Product Marketing, Project Management, Marketing Management, Brand Management, Corporate Branding, Branding & Identity, Brand Development, Brand Awareness, Business Development, Event Management, Event Planning, Corporate Events, RFP, Presentation Development, Presentation Design, Presentations, Proposal Writing, Proposal Production, Conference Coordination, Conference Production, Conference Organization, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Adobe Design Programs, PowerPoint, CRM, Budgets, Newsletters, Relationship Management, Email Marketing, Analytics, Competitive Analysis, Social Networking, Relationship Marketing, New Business Development, Social Media, Public Relations, Financial Services, Cross-functional Team..., Salesforce.com, Collateral Management, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Marketing
Trinity College-Hartford 2003 — 2007
BA, Economics; Spanish
Robert Kulch's Sun Life Financial Experience September 2011 - Present
Job Procurement Segment Manager at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial September 2011 - Present
Unitrends August 2010 - August 2011
Village Capital Investments, LLC December 2008 - December 2009
East West Mortgage November 2007 - November 2008
Countrywide Home Loans April 2005 - November 2007
Sun Life Financial July 1995 - April 2005
Skills
Sales, Customer Service, Banking, Database Administration, Training, Cold Calling, Salesforce.com, Account Management, Solution Selling, New Business Development, Direct Sales, Sales Management, Negotiation, Team Leadership, Vendor Management
Education
Worcester Polytechnic Institute 2000 — 2001
Unix Cert.
Curry College 1993 — 1995
Business Management
Brookline
Wellesley High School
Sun Life Financial September 2011 - Present
Unitrends August 2010 - August 2011
Village Capital Investments, LLC December 2008 - December 2009
East West Mortgage November 2007 - November 2008
Countrywide Home Loans April 2005 - November 2007
Sun Life Financial July 1995 - April 2005
Skills
Sales, Customer Service, Banking, Database Administration, Training, Cold Calling, Salesforce.com, Account Management, Solution Selling, New Business Development, Direct Sales, Sales Management, Negotiation, Team Leadership, Vendor Management
Education
Worcester Polytechnic Institute 2000 — 2001
Unix Cert.
Curry College 1993 — 1995
Business Management
Brookline
Wellesley High School
Chris Moleske Chris Moleske's Sun Life Financial Experience 2008 - January 2012
Job Field Vice President M Financial at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Sun Life Financial 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2008
Education
Northeastern University 1986 — 1989
Electrical Engineering
Boston University 1980 — 1984
BS, Biology
TIAA-CREF January 2012 - Present
Sun Life Financial 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2008
Education
Northeastern University 1986 — 1989
Electrical Engineering
Boston University 1980 — 1984
BS, Biology
Jeffrey Cabral's Sun Life Financial Experience June 2013 - Present
Job Employee Benefits Internal Representative
Industry Insurance
Experience
Sun Life Financial June 2013 - Present
Krishna Priya Enterprise - Metropcs Franchise June 2010 - Present
FIRST Insurance Funding Corp December 2007 - June 2010
Northwestern Mutual April 2007 - September 2007
Skills
Financial Analysis, Strategic Planning, Sales Management, Leadership, Credit Risk, Credit Analysis, Risk Management, Business Analysis, Business Development, Small Business Lending, Commercial Banking, Life Insurance, Portfolio Management, Consumer Lending, Retail Banking, Retail Sales, Mobile Devices, Customer Service, Customer Retention, Customer Acquisition, Collateral Management, Letters of Credit, Trust Management, Trust Services, Employee Benefits, Sales, Insurance, Financial Services, Banking, Team Building, Microsoft Office, Strategy, Management, Marketing Strategy, Account Management
Education
Boston University 1996 — 2001
Bachelor of Arts (B.A.), Environmental Analysis and Policy
Sun Life Financial June 2013 - Present
Krishna Priya Enterprise - Metropcs Franchise June 2010 - Present
FIRST Insurance Funding Corp December 2007 - June 2010
Northwestern Mutual April 2007 - September 2007
Skills
Financial Analysis, Strategic Planning, Sales Management, Leadership, Credit Risk, Credit Analysis, Risk Management, Business Analysis, Business Development, Small Business Lending, Commercial Banking, Life Insurance, Portfolio Management, Consumer Lending, Retail Banking, Retail Sales, Mobile Devices, Customer Service, Customer Retention, Customer Acquisition, Collateral Management, Letters of Credit, Trust Management, Trust Services, Employee Benefits, Sales, Insurance, Financial Services, Banking, Team Building, Microsoft Office, Strategy, Management, Marketing Strategy, Account Management
Education
Boston University 1996 — 2001
Bachelor of Arts (B.A.), Environmental Analysis and Policy
Gene Kim, CFP®'s Sun Life Financial Experience June 2004 - December 2007
Job Director, Marketing at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network December 2014 - Present
Moors & Cabot March 2013 - December 2014
Old Mutual Asset Management May 2011 - February 2012
Old Mutual Asset Management December 2007 - May 2011
Sun Life Financial June 2004 - December 2007
Columbia Funds Distributor December 2000 - June 2004
John Hancock June 1994 - December 2000
Skills
Mutual Funds, Financial Services, Product Management, Product Marketing, Marketing Strategy, Marketing Communications, Marketing, Business Strategy, Relationship Management, Investments, Series 63, Alternative Investments, Asset Allocation, Series 6, Social Media Marketing, Digital Marketing, Brand Management, ETFs, Digital Strategy, Portfolio Management, Corporate Branding, Public Relations, Strategic Communications, Integrated Marketing, Project Management, Social Media, Email Marketing, Securities, Insurance, Retirement, Asset Managment, Wealth Management, Equities, Marketing Management, Brand Developement, Strategic Planning, Product Development, Investment Strategies, Investment Management, Market Research, Direct Marketing, Online Advertising, FINRA, Institutional...
Education
Boston University
B.S., Advertising & Public Relations
Riverdale Country School
Commonwealth Financial Network December 2014 - Present
Moors & Cabot March 2013 - December 2014
Old Mutual Asset Management May 2011 - February 2012
Old Mutual Asset Management December 2007 - May 2011
Sun Life Financial June 2004 - December 2007
Columbia Funds Distributor December 2000 - June 2004
John Hancock June 1994 - December 2000
Skills
Mutual Funds, Financial Services, Product Management, Product Marketing, Marketing Strategy, Marketing Communications, Marketing, Business Strategy, Relationship Management, Investments, Series 63, Alternative Investments, Asset Allocation, Series 6, Social Media Marketing, Digital Marketing, Brand Management, ETFs, Digital Strategy, Portfolio Management, Corporate Branding, Public Relations, Strategic Communications, Integrated Marketing, Project Management, Social Media, Email Marketing, Securities, Insurance, Retirement, Asset Managment, Wealth Management, Equities, Marketing Management, Brand Developement, Strategic Planning, Product Development, Investment Strategies, Investment Management, Market Research, Direct Marketing, Online Advertising, FINRA, Institutional...
Education
Boston University
B.S., Advertising & Public Relations
Riverdale Country School
Rachel Spates's Sun Life Financial Experience 2013 - Present
Job Senior Social Media Consultant at Sun Life, a leader in employee benefits and stoploss solutions.
Industry Insurance
Experience
Sun Life Financial 2013 - Present
Boston 2024 Organizing Committee, Inc. March 2013 - August 2014
WISE Boston (Women In Sports and Events) April 2011 - December 2013
Sports and Rec Deals, LLC 2011 - 2012
Major League Lacrosse December 2007 - November 2009
Major League Lacrosse September 2006 - December 2007
Boston Cannons 2006 - 2006
University of Massachusetts Amherst September 2004 - May 2005
Boston Celtics 2005 - 2005
Wellington Management 2003 - 2004
Skills
Event Management, Social Media, Marketing Communications, Integrated Marketing, Social Media Marketing, Public Relations, Media Relations, Analytics, Email Marketing, Digital Marketing, Event Planning, Corporate Communications, Internal Communications, Contract Negotiation, Vendor Management, New Business Development, Sports Marketing, Google Analytics, Hootsuite, Sponsorship, Sports Management, Digital Media, SEO
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
M.S., Sport Management
Boston University 1995 — 1999
B.A., Political Science
Sun Life Financial 2013 - Present
Boston 2024 Organizing Committee, Inc. March 2013 - August 2014
WISE Boston (Women In Sports and Events) April 2011 - December 2013
Sports and Rec Deals, LLC 2011 - 2012
Major League Lacrosse December 2007 - November 2009
Major League Lacrosse September 2006 - December 2007
Boston Cannons 2006 - 2006
University of Massachusetts Amherst September 2004 - May 2005
Boston Celtics 2005 - 2005
Wellington Management 2003 - 2004
Skills
Event Management, Social Media, Marketing Communications, Integrated Marketing, Social Media Marketing, Public Relations, Media Relations, Analytics, Email Marketing, Digital Marketing, Event Planning, Corporate Communications, Internal Communications, Contract Negotiation, Vendor Management, New Business Development, Sports Marketing, Google Analytics, Hootsuite, Sponsorship, Sports Management, Digital Media, SEO
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
M.S., Sport Management
Boston University 1995 — 1999
B.A., Political Science
William Evers William Evers's Sun Life Financial Experience August 1997 - Present
Job AVP & Senior Counsel at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 1997 - Present
New England Financial December 1994 - July 1997
New England Financial November 1987 - November 1994
Skills
Securities, Insurance, Mutual Funds, FINRA, Financial Services, Risk Management, Corporate Governance, Investments, Mergers & Acquisitions, Due Diligence, Fixed Annuities, Series 7, Asset Management, AML
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Boston College 1983 — 1987
Bachelor of Science, Economics
Sun Life Financial August 1997 - Present
New England Financial December 1994 - July 1997
New England Financial November 1987 - November 1994
Skills
Securities, Insurance, Mutual Funds, FINRA, Financial Services, Risk Management, Corporate Governance, Investments, Mergers & Acquisitions, Due Diligence, Fixed Annuities, Series 7, Asset Management, AML
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Boston College 1983 — 1987
Bachelor of Science, Economics
Alexander Borskiy's Sun Life Financial Experience January 2012 - Present
Job Application Development Senior Analyst Java Web Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2012 - Present
Sun Life Financial November 2008 - January 2012
Sun Life Financial January 2005 - November 2008
Sun Life Financial September 2001 - January 2005
Sun Life Financial November 1998 - September 2001
Keane/Putnam May 1997 - November 1998
Skills
Mainframe, DB2, SQL, Java, J2EE, Apache Camel, RESTful WebServices, Spring, JPA, CXF RS, Spring OXM, JAXB, IBM Message Queue(MQ), Cobol, C++, CICS, Weblogic, Web Services, z/OS, SQL Server, TSO, DB2/SQL, VSAM, JCL, SPUFI, COBOL, Microsoft SQL Server, WebSphere MQ, JSP, SOAP, Software Development, XML, Integration, SOA, JMS, Testing, MVS, WebLogic
Education
Boston University 2000 — 2001
Computer Science
Khmelnitsky Institute of Technology 1988 — 1993
Masters of Science, Engineering
Sun Life Financial January 2012 - Present
Sun Life Financial November 2008 - January 2012
Sun Life Financial January 2005 - November 2008
Sun Life Financial September 2001 - January 2005
Sun Life Financial November 1998 - September 2001
Keane/Putnam May 1997 - November 1998
Skills
Mainframe, DB2, SQL, Java, J2EE, Apache Camel, RESTful WebServices, Spring, JPA, CXF RS, Spring OXM, JAXB, IBM Message Queue(MQ), Cobol, C++, CICS, Weblogic, Web Services, z/OS, SQL Server, TSO, DB2/SQL, VSAM, JCL, SPUFI, COBOL, Microsoft SQL Server, WebSphere MQ, JSP, SOAP, Software Development, XML, Integration, SOA, JMS, Testing, MVS, WebLogic
Education
Boston University 2000 — 2001
Computer Science
Khmelnitsky Institute of Technology 1988 — 1993
Masters of Science, Engineering
James R. Slotnick James R. Slotnick's Sun Life Financial Experience August 2013 - Present
Job Advanced Planning Attorney at Sun Life Financial with Annuity, Employee Benefits, and Medical Stop Loss Experience
Industry Insurance
Experience
Sun Life Financial August 2013 - Present
Prudential Financial May 2012 - July 2013
Sun Life Financial Distributors January 2011 - March 2012
Sun Life Financial March 2008 - January 2011
Sun Life Financial September 2007 - March 2008
Sun Life Financial October 2004 - September 2007
Sun Life Financial May 2002 - March 2004
Skills
Sales Process, Public Speaking, Financial Planning, Strategic Planning, Writing, Insurance, Estate Planning, Investments, Retirement Planning, Consultative Selling, Team Building, Coaching, Employee Benefits, Financial Services, Fixed Annuities, IRAs, Marketing, Mutual Funds, Retirement, Series 63, Selling, Series 7, Strategic Financial..., Strategy, Training, Life Insurance
Education
Suffolk University Law School 2004 — 2008
JD
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Saint Anselm College 1998 — 2002
BA, History
Cornell University 2011 — 2011
Online Graduate Certificate, Managing For Execution
Boston Latin School 1992 — 1998
Sun Life Financial August 2013 - Present
Prudential Financial May 2012 - July 2013
Sun Life Financial Distributors January 2011 - March 2012
Sun Life Financial March 2008 - January 2011
Sun Life Financial September 2007 - March 2008
Sun Life Financial October 2004 - September 2007
Sun Life Financial May 2002 - March 2004
Skills
Sales Process, Public Speaking, Financial Planning, Strategic Planning, Writing, Insurance, Estate Planning, Investments, Retirement Planning, Consultative Selling, Team Building, Coaching, Employee Benefits, Financial Services, Fixed Annuities, IRAs, Marketing, Mutual Funds, Retirement, Series 63, Selling, Series 7, Strategic Financial..., Strategy, Training, Life Insurance
Education
Suffolk University Law School 2004 — 2008
JD
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Saint Anselm College 1998 — 2002
BA, History
Cornell University 2011 — 2011
Online Graduate Certificate, Managing For Execution
Boston Latin School 1992 — 1998
Shisheng Chang, FRM Shisheng Chang, FRM's Sun Life Financial Experience February 2014 - Present
Job Associate Director, Investment Strategic Research at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial May 2013 - February 2014
Compass Working Capital December 2012 - February 2013
Tutors for All September 2012 - February 2013
Shanghai Pudong Development Bank, Co., Ltd. July 2010 - July 2012
INSTITUTE OF BIOSTATISTICS, FUDAN UNIVERSISTY October 2008 - June 2010
CEGEDIM STRATEGY DATA (CHINA), LTD August 2009 - October 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Valuation, Quantitative Analytics, Financial Statement..., Data Analysis, Stata, SAS, Economics, Investments, Equities, Investment Banking, Derivatives, Credit Risk, Financial Risk, VBA, Analysis, Project Finance, Data Mining, R, Eviews, US GAAP, IFRS, GAAS, COSO Framework, Accounting, Asset Management
Education
Fudan University 2006 — 2010
Bachelor of Science (BS), Biotechnology
Boston College 2012 — 2013
Master's degree, Finance, General
Fudan University 2006 — 2010
Bachelor's degree, Biotechnology
Sun Life Financial February 2014 - Present
Sun Life Financial May 2013 - February 2014
Compass Working Capital December 2012 - February 2013
Tutors for All September 2012 - February 2013
Shanghai Pudong Development Bank, Co., Ltd. July 2010 - July 2012
INSTITUTE OF BIOSTATISTICS, FUDAN UNIVERSISTY October 2008 - June 2010
CEGEDIM STRATEGY DATA (CHINA), LTD August 2009 - October 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Valuation, Quantitative Analytics, Financial Statement..., Data Analysis, Stata, SAS, Economics, Investments, Equities, Investment Banking, Derivatives, Credit Risk, Financial Risk, VBA, Analysis, Project Finance, Data Mining, R, Eviews, US GAAP, IFRS, GAAS, COSO Framework, Accounting, Asset Management
Education
Fudan University 2006 — 2010
Bachelor of Science (BS), Biotechnology
Boston College 2012 — 2013
Master's degree, Finance, General
Fudan University 2006 — 2010
Bachelor's degree, Biotechnology
Francine Whu's Sun Life Financial Experience September 2012 - June 2013
Job Juris Doctor Candidate at Boston College Law School
Industry Law Practice
Experience
Choate, Hall & Stewart May 2015 - July 2015
Boston College Legal Services LAB September 2014 - December 2014
Sun Life Financial September 2012 - June 2013
Sun Life Financial August 2011 - September 2012
Sun Life Financial August 2010 - August 2011
Skills
Legal Research, Legal Writing, Data Analysis, Research, PowerPoint, Employee Benefits, Insurance, Social Media, Project Management, Market Research, Microsoft Excel, Competitive Analysis, Internal Communications, Strategy, Leadership, Management, Business Strategy
Education
Boston College Law School 2013 — 2016
Juris Doctor (J.D.)
Boston University 2007 — 2010
Bachelor of Arts, Sociology
Staten Island Technical HS 2002 — 2006
Choate, Hall & Stewart May 2015 - July 2015
Boston College Legal Services LAB September 2014 - December 2014
Sun Life Financial September 2012 - June 2013
Sun Life Financial August 2011 - September 2012
Sun Life Financial August 2010 - August 2011
Skills
Legal Research, Legal Writing, Data Analysis, Research, PowerPoint, Employee Benefits, Insurance, Social Media, Project Management, Market Research, Microsoft Excel, Competitive Analysis, Internal Communications, Strategy, Leadership, Management, Business Strategy
Education
Boston College Law School 2013 — 2016
Juris Doctor (J.D.)
Boston University 2007 — 2010
Bachelor of Arts, Sociology
Staten Island Technical HS 2002 — 2006
Christopher Rennie's Sun Life Financial Experience March 2015 - Present
Job Senior Audio Visual Technician at Sun Life Financial
Industry Higher Education
Experience
Sun Life Financial March 2015 - Present
Boston University May 2011 - April 2015
G. Moonis Productions / LionsWay Films October 2011 - October 2011
Jason Walsh Productions July 2011 - July 2011
Boston University October 2009 - May 2011
Alison Katinger Productions March 2010 - March 2010
BTC Catering / Mill City Gourmet August 2009 - September 2009
Bill Dempsey Productions June 2009 - June 2009
TenOne Productions 2009 - 2009
Momentum Worldwide December 2008 - December 2008
Skills
Film, Public Speaking, Microsoft Excel, Microsoft Office, Editing, Film Production, Nonprofits, Screenwriting, Customer Service
Education
Boston University 2004 — 2008
BA, English
Central Catholic High School 2000 — 2004
Sun Life Financial March 2015 - Present
Boston University May 2011 - April 2015
G. Moonis Productions / LionsWay Films October 2011 - October 2011
Jason Walsh Productions July 2011 - July 2011
Boston University October 2009 - May 2011
Alison Katinger Productions March 2010 - March 2010
BTC Catering / Mill City Gourmet August 2009 - September 2009
Bill Dempsey Productions June 2009 - June 2009
TenOne Productions 2009 - 2009
Momentum Worldwide December 2008 - December 2008
Skills
Film, Public Speaking, Microsoft Excel, Microsoft Office, Editing, Film Production, Nonprofits, Screenwriting, Customer Service
Education
Boston University 2004 — 2008
BA, English
Central Catholic High School 2000 — 2004
Robin Forman's Sun Life Financial Experience June 1989 - Present
Job Senior Executive Assistant/Budget Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 1989 - Present
Sun Life Financial June 1989 - Present
Skills
Budgets, Analysis, Employee Benefits, Investments, Management, Insurance, Meeting Planning, Travel Arrangements, Deferred Compensation, Process Improvement, Asset Management, Risk Management, Vendor Management, Financial Analysis, Heavy Calendaring, Board of Directors..., Oracle E-Business Suite, Operating Budgets, Administrative..., Access, Asset Allocation, Mutual Funds, Strategic Financial..., Portfolio Management, Financial Services, Lotus Notes, Invoicing, PeopleSoft, Leadership, Financial Planning
Education
Boston College, Woods College of Advancing Studies
Bachelor of Arts, Psychology
Boston College
B.A., Psychology
Sun Life Financial June 1989 - Present
Sun Life Financial June 1989 - Present
Skills
Budgets, Analysis, Employee Benefits, Investments, Management, Insurance, Meeting Planning, Travel Arrangements, Deferred Compensation, Process Improvement, Asset Management, Risk Management, Vendor Management, Financial Analysis, Heavy Calendaring, Board of Directors..., Oracle E-Business Suite, Operating Budgets, Administrative..., Access, Asset Allocation, Mutual Funds, Strategic Financial..., Portfolio Management, Financial Services, Lotus Notes, Invoicing, PeopleSoft, Leadership, Financial Planning
Education
Boston College, Woods College of Advancing Studies
Bachelor of Arts, Psychology
Boston College
B.A., Psychology
Dyan Madrey Dyan Madrey's Sun Life Financial Experience 1994 - 1999
Job Organizational Consultant at MIT
Industry Human Resources
Experience
Massachusetts Institute of Technology (MIT) May 2014 - Present
MIT January 2011 - May 2014
Tufts-New England Medical Center 2006 - 2009
State Street 1999 - 2006
Sun Life Financial 1994 - 1999
Sun Life Financial 1993 - 1994
Sun Life Financial 1990 - 1993
MFS Investment Management 1988 - 1990
Skills
Change Management, Customer Service, Coaching, Microsoft Office, Project Management, Management, Event Planning, Leadership Development, Team Leadership, Mentoring, Team Building, Program Management, Public Speaking, MBTI, Training Delivery, Organizational..., Performance Management, Talent Management, Training, Career Counseling, Career Development, Conflict Resolution, Employee Training, Onboarding, Organizational Design, Process Improvement, Staff Development
Education
The Partnership Inc 2006 — 2006
Fellow
Boston University 2004 — 2005
Certificate, PMP
Lesley University 1997 — 1999
MS, Training & Development
Lincoln University 1982 — 1986
BS, Business Mgt
Massachusetts Institute of Technology (MIT) May 2014 - Present
MIT January 2011 - May 2014
Tufts-New England Medical Center 2006 - 2009
State Street 1999 - 2006
Sun Life Financial 1994 - 1999
Sun Life Financial 1993 - 1994
Sun Life Financial 1990 - 1993
MFS Investment Management 1988 - 1990
Skills
Change Management, Customer Service, Coaching, Microsoft Office, Project Management, Management, Event Planning, Leadership Development, Team Leadership, Mentoring, Team Building, Program Management, Public Speaking, MBTI, Training Delivery, Organizational..., Performance Management, Talent Management, Training, Career Counseling, Career Development, Conflict Resolution, Employee Training, Onboarding, Organizational Design, Process Improvement, Staff Development
Education
The Partnership Inc 2006 — 2006
Fellow
Boston University 2004 — 2005
Certificate, PMP
Lesley University 1997 — 1999
MS, Training & Development
Lincoln University 1982 — 1986
BS, Business Mgt
Andrew Tibma Andrew Tibma's Sun Life Financial Experience March 2014 - Present
Job Associate Investment Analyst at Sun Life Financial
Industry Real Estate
Experience
Sun Life Financial March 2014 - Present
Tibma Design/Build January 2006 - March 2014
Boardwalk Properties June 2013 - September 2013
Prospect Mortgage, LLC July 2012 - September 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of Arizona, Eller College of Management 2009 — 2010
Finance, General
Boston University
Real Estate Certificate Program, Fundamentals of Real Estate Finance
Boston University
Real Estate Certificate Program
Sun Life Financial March 2014 - Present
Tibma Design/Build January 2006 - March 2014
Boardwalk Properties June 2013 - September 2013
Prospect Mortgage, LLC July 2012 - September 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
University of Arizona, Eller College of Management 2009 — 2010
Finance, General
Boston University
Real Estate Certificate Program, Fundamentals of Real Estate Finance
Boston University
Real Estate Certificate Program
Ryan Naugler Ryan Naugler's Sun Life Financial Experience August 2015 - Present
Job at
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial July 2013 - August 2015
Commonwealth of Massachusetts September 2010 - July 2013
Advocates, Inc. April 2009 - September 2010
Town Sports International September 2007 - April 2009
Skills
Client Counseling, Claims Handling, Vocational Evaluation, Mental Health, Treatment, Medical Records, Case Managment, Crisis Intervention, Mental Health Counseling, Social Services, Psychology, Community Outreach, Case Management, Nonprofits, Healthcare
Education
Framingham State College 2013 — 2015
Master of Public Administration (M.P.A.), Public Administration
Boston College 2007 — 2010
Bachelor of Arts (BA), Psychology
Stonehill College 2006 — 2007
N/A, Transferred To Boston College
Sun Life Financial August 2015 - Present
Sun Life Financial July 2013 - August 2015
Commonwealth of Massachusetts September 2010 - July 2013
Advocates, Inc. April 2009 - September 2010
Town Sports International September 2007 - April 2009
Skills
Client Counseling, Claims Handling, Vocational Evaluation, Mental Health, Treatment, Medical Records, Case Managment, Crisis Intervention, Mental Health Counseling, Social Services, Psychology, Community Outreach, Case Management, Nonprofits, Healthcare
Education
Framingham State College 2013 — 2015
Master of Public Administration (M.P.A.), Public Administration
Boston College 2007 — 2010
Bachelor of Arts (BA), Psychology
Stonehill College 2006 — 2007
N/A, Transferred To Boston College
Jonathan Loehr's Sun Life Financial Experience June 2007 - August 2008
Job Sr Financial Analyst at Bit9 + Carbon Black
Industry Research
Experience
Bit9 + Carbon Black September 2015 - Present
Akamai Technologies July 2014 - August 2015
Akamai Technologies January 2013 - July 2014
Akamai Technologies July 2011 - December 2012
Akamai Technologies July 2010 - July 2011
Book of Odds Enterprises, Inc. October 2009 - July 2010
Book of Odds Enterprises, Inc. September 2008 - October 2009
Sun Life Financial June 2007 - August 2008
Skills
Data Analysis, Statistics, Research, Financial Modeling, Analysis, Microsoft Excel, Microsoft Office, Social Media, Financial Analysis, Strategic Planning, Outlook, Access, Start-ups, Marketing, Analytics, Sales, PowerPoint
Education
Boston University 2005 — 2009
BA, Economics
Bit9 + Carbon Black September 2015 - Present
Akamai Technologies July 2014 - August 2015
Akamai Technologies January 2013 - July 2014
Akamai Technologies July 2011 - December 2012
Akamai Technologies July 2010 - July 2011
Book of Odds Enterprises, Inc. October 2009 - July 2010
Book of Odds Enterprises, Inc. September 2008 - October 2009
Sun Life Financial June 2007 - August 2008
Skills
Data Analysis, Statistics, Research, Financial Modeling, Analysis, Microsoft Excel, Microsoft Office, Social Media, Financial Analysis, Strategic Planning, Outlook, Access, Start-ups, Marketing, Analytics, Sales, PowerPoint
Education
Boston University 2005 — 2009
BA, Economics
Margot Hosford, MBA Margot Hosford, MBA's Sun Life Financial Experience July 2012 - February 2013
Job Sr. Business Analyst Consultant at Aetna Healthcare (telecommute)
Industry Information Technology and Services
Experience
Aetna March 2014 - Present
WellPoint May 2013 - February 2014
Sun Life Financial July 2012 - February 2013
CIGNA Healthcare June 2009 - June 2012
The Hartford May 2003 - April 2009
Skills
HTML + CSS, Project Management, Feasibility Studies, Data Mapping, Business Requirements, Data Analysis, Analysis, Functional..., Requirements Gathering, SDLC, Visio, Requirements Analysis, Business Analysis, Vendor Management, Business Process, Agile Methodologies, HTML, Access, Testing, SQL, Process Improvement, Data Warehousing, Microsoft SQL Server, Integration, Resource Management, Change Management, SharePoint, Agile Project Management, Business Process..., Insurance, Quality Assurance, Business Intelligence, DB2, Software Documentation, Cross-functional Team..., ETL, Software Project..., Project Delivery, PMP, Program Management, Mainframe, Oracle, Unix, User Acceptance Testing, Project Portfolio..., MS Project, Systems Analysis, UML, PMO, Test Planning
Education
University of Hartford 1988 — 1994
MBA, Management Information Systems and Services, 3.53
Boston University
BA, French Language and Literature
Aetna March 2014 - Present
WellPoint May 2013 - February 2014
Sun Life Financial July 2012 - February 2013
CIGNA Healthcare June 2009 - June 2012
The Hartford May 2003 - April 2009
Skills
HTML + CSS, Project Management, Feasibility Studies, Data Mapping, Business Requirements, Data Analysis, Analysis, Functional..., Requirements Gathering, SDLC, Visio, Requirements Analysis, Business Analysis, Vendor Management, Business Process, Agile Methodologies, HTML, Access, Testing, SQL, Process Improvement, Data Warehousing, Microsoft SQL Server, Integration, Resource Management, Change Management, SharePoint, Agile Project Management, Business Process..., Insurance, Quality Assurance, Business Intelligence, DB2, Software Documentation, Cross-functional Team..., ETL, Software Project..., Project Delivery, PMP, Program Management, Mainframe, Oracle, Unix, User Acceptance Testing, Project Portfolio..., MS Project, Systems Analysis, UML, PMO, Test Planning
Education
University of Hartford 1988 — 1994
MBA, Management Information Systems and Services, 3.53
Boston University
BA, French Language and Literature
Bonnie Bray, LICSW's Sun Life Financial Experience November 2002 - Present
Job Senior Psychiatric Consultant at Sun Life Financial
Industry Financial Services
Experience
Beacon Health Options December 2010 - Present
Sun Life Financial November 2002 - Present
Community Healthlink/Leominster Counseling Center October 2000 - December 2005
UnumProvident Corporation April 1999 - November 2002
Private Practice October 1993 - June 2000
MBHP/ValueOptions July 1997 - February 1999
North Essex Mental Health Centers June 1996 - July 1997
Dearborn Academy August 1991 - June 1996
Tri-City Mental Health and Retardation Centers June 1993 - August 1995
Winthrop Hospital and Heritage Hospital June 1989 - August 1991
Skills
Case Managment, Mental Health, Psychotherapy, Crisis Intervention, Group Therapy, Adolescents, Family Therapy, Clinical Research, Behavioral Health, Managed Care, Psychiatry, Utilization Management, Employee Benefits, Insurance, Case Management, Inpatient
Education
Simmons College School of Social Work 1987 — 1989
Master of Social Work (MSW), Clinical/Medical Social Work
Boston University 1982 — 1986
Bachelor of Arts (B.A.), Psychology/Sociology, Magna cum laude
Beacon Health Options December 2010 - Present
Sun Life Financial November 2002 - Present
Community Healthlink/Leominster Counseling Center October 2000 - December 2005
UnumProvident Corporation April 1999 - November 2002
Private Practice October 1993 - June 2000
MBHP/ValueOptions July 1997 - February 1999
North Essex Mental Health Centers June 1996 - July 1997
Dearborn Academy August 1991 - June 1996
Tri-City Mental Health and Retardation Centers June 1993 - August 1995
Winthrop Hospital and Heritage Hospital June 1989 - August 1991
Skills
Case Managment, Mental Health, Psychotherapy, Crisis Intervention, Group Therapy, Adolescents, Family Therapy, Clinical Research, Behavioral Health, Managed Care, Psychiatry, Utilization Management, Employee Benefits, Insurance, Case Management, Inpatient
Education
Simmons College School of Social Work 1987 — 1989
Master of Social Work (MSW), Clinical/Medical Social Work
Boston University 1982 — 1986
Bachelor of Arts (B.A.), Psychology/Sociology, Magna cum laude
Arjun Ganguly's Sun Life Financial Experience October 2013 - June 2015
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2015 - Present
Sun Life Financial October 2013 - June 2015
Sun Life Financial March 2010 - October 2013
Unum January 2009 - November 2009
WEX Inc. (NYSE: WEX) January 2007 - December 2008
Skills
Business Requirements, Business Analysis, Data Warehousing, SDLC, Business Process..., Business Process..., Change Management, Data Analysis, Data Modeling, User Experience Design, Use Case Analysis, Agile Methodologies, Software Project..., Project Estimation, Business Strategy, Vendor Management, IT Strategy, Customer Data..., Software Implementation, Strategic Planning, Competitive Analysis, Marketing Strategy
Education
Boston University 2012 — 2015
Master of Business Administration (MBA), Strategy and Business Anlaysis, 3.72
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Master's Degree, Solid State Electronics Engineering
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
The Boston Consulting Group July 2015 - Present
Sun Life Financial October 2013 - June 2015
Sun Life Financial March 2010 - October 2013
Unum January 2009 - November 2009
WEX Inc. (NYSE: WEX) January 2007 - December 2008
Skills
Business Requirements, Business Analysis, Data Warehousing, SDLC, Business Process..., Business Process..., Change Management, Data Analysis, Data Modeling, User Experience Design, Use Case Analysis, Agile Methodologies, Software Project..., Project Estimation, Business Strategy, Vendor Management, IT Strategy, Customer Data..., Software Implementation, Strategic Planning, Competitive Analysis, Marketing Strategy
Education
Boston University 2012 — 2015
Master of Business Administration (MBA), Strategy and Business Anlaysis, 3.72
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
Master's Degree, Solid State Electronics Engineering
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Phil Fragasso's Sun Life Financial Experience 1997 - 1999
Job Novelist & Nonfiction Author
Industry Writing and Editing
Experience
Author FounderAudit Your Financial AdvisorJuly 2014 - Present
Boston College January 2011 - Present
I-Pension LLC September 2007 - August 2012
Rydex Investments July 2004 - July 2007
Liberty Funds/ Columbia Management 1999 - 2004
Sun Life Financial 1997 - 1999
Sun Life Financial 1986 - 1999
Skills
Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Digital Marketing, Integrated Marketing, Marketing, Product Management, Relationship Management, New Business Development, Online Advertising, Corporate Communications, Copywriting, CRM, Event Planning, Leadership, Competitive Analysis, Market Research, Social Media, Direct Marketing, Management, Program Management, Entrepreneurship, Strategy, Public Relations, Strategic Partnerships, Online Marketing, Lead Generation, Strategic Communications
Education
Boston College 1968 — 1972
BA, English
Author FounderAudit Your Financial AdvisorJuly 2014 - Present
Boston College January 2011 - Present
I-Pension LLC September 2007 - August 2012
Rydex Investments July 2004 - July 2007
Liberty Funds/ Columbia Management 1999 - 2004
Sun Life Financial 1997 - 1999
Sun Life Financial 1986 - 1999
Skills
Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Digital Marketing, Integrated Marketing, Marketing, Product Management, Relationship Management, New Business Development, Online Advertising, Corporate Communications, Copywriting, CRM, Event Planning, Leadership, Competitive Analysis, Market Research, Social Media, Direct Marketing, Management, Program Management, Entrepreneurship, Strategy, Public Relations, Strategic Partnerships, Online Marketing, Lead Generation, Strategic Communications
Education
Boston College 1968 — 1972
BA, English
Nghi Truong Nghi Truong's Sun Life Financial Experience August 2014 - Present
Job Academic and Standardized Prep Tutor, Writing Coach at Lexington Tutoring, LLC
Industry Information Technology and Services
Experience
JBG Educational Group June 2015 - Present
Lexington Tutoring, LLC June 2015 - Present
Sun Life Financial August 2014 - Present
Sun Life Financial June 2013 - August 2013
VA Boston Healthcare System June 2012 - August 2012
People's Tax Service, LLC June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, FusionPro, Adobe Acrobat Pro X, Java, JavaScript, Basic HTML & CSS
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Economics, Biology
Boston Latin School 2004 — 2010
JBG Educational Group June 2015 - Present
Lexington Tutoring, LLC June 2015 - Present
Sun Life Financial August 2014 - Present
Sun Life Financial June 2013 - August 2013
VA Boston Healthcare System June 2012 - August 2012
People's Tax Service, LLC June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, FusionPro, Adobe Acrobat Pro X, Java, JavaScript, Basic HTML & CSS
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Economics, Biology
Boston Latin School 2004 — 2010
Jesus Garcia Jesus Garcia's Sun Life Financial Experience December 2000 - August 2008
Job Senior Database Engineer at AIR Worldwide
Industry Information Technology and Services
Experience
AIR Worldwide March 2014 - Present
Recombinant by Deloitte June 2012 - February 2014
The TriZetto Group August 2009 - June 2012
Arrowstreet Capital September 2008 - August 2009
Sun Life Financial December 2000 - August 2008
Hewlett Packard (formerly EDS) May 1998 - November 2000
Skills
SQL Server 2000-2008, SSIS, Informatica, SSRS, PL/SQL, SSAS, Crystal Reports..., Java, C#, XML, Data Warehousing, ETL, Business Intelligence, Performance Tuning, Data Quality, Data Profiling, Stored Procedures, Data Modeling, Database Design, Query Optimization, Data Mining, Crystal Reports, SAP Data Services, pentaho kettle, DB2, Tortoise SVN, Agile Methodologies, Microsoft SQL Server, SOA, SQL, Integration, SDLC, Requirements Analysis, Enterprise Architecture, Analysis Services, Oracle, T-SQL, Data Warehouse..., SQL Tuning, Dimensional Modeling, Requirements Gathering, Databases, R, Big Data, Analytics, Enterprise Software, Testing, Relational Databases, SaaS, Business Objects
Education
Harvard University Extension School 2013 — 2013
Central Connecticut State University 2012 — 2012
Boston University
Master of Science
Universidad Autónoma Metropolitana
BS
AIR Worldwide March 2014 - Present
Recombinant by Deloitte June 2012 - February 2014
The TriZetto Group August 2009 - June 2012
Arrowstreet Capital September 2008 - August 2009
Sun Life Financial December 2000 - August 2008
Hewlett Packard (formerly EDS) May 1998 - November 2000
Skills
SQL Server 2000-2008, SSIS, Informatica, SSRS, PL/SQL, SSAS, Crystal Reports..., Java, C#, XML, Data Warehousing, ETL, Business Intelligence, Performance Tuning, Data Quality, Data Profiling, Stored Procedures, Data Modeling, Database Design, Query Optimization, Data Mining, Crystal Reports, SAP Data Services, pentaho kettle, DB2, Tortoise SVN, Agile Methodologies, Microsoft SQL Server, SOA, SQL, Integration, SDLC, Requirements Analysis, Enterprise Architecture, Analysis Services, Oracle, T-SQL, Data Warehouse..., SQL Tuning, Dimensional Modeling, Requirements Gathering, Databases, R, Big Data, Analytics, Enterprise Software, Testing, Relational Databases, SaaS, Business Objects
Education
Harvard University Extension School 2013 — 2013
Central Connecticut State University 2012 — 2012
Boston University
Master of Science
Universidad Autónoma Metropolitana
BS
Ethan Field Williams, MSPM, PMP Ethan Field Williams, MSPM, PMP's Sun Life Financial Experience 2000 - 2002
Job
Industry Hospital & Health Care
Experience
Montefiore Information Technology 2012 - Present
Emerson Ecologics 2009 - 2012
Fidelity Investments 2006 - 2008
Comcast 2002 - 2006
Sun Life Financial 2000 - 2002
Education
Boston University
M.S, Management, concentration in Project Management
University at Albany, SUNY
B.A, Economics, minor in Business Administration
Project Management Institute
The Life Office Management Association
Montefiore Information Technology 2012 - Present
Emerson Ecologics 2009 - 2012
Fidelity Investments 2006 - 2008
Comcast 2002 - 2006
Sun Life Financial 2000 - 2002
Education
Boston University
M.S, Management, concentration in Project Management
University at Albany, SUNY
B.A, Economics, minor in Business Administration
Project Management Institute
The Life Office Management Association
Jeff Breese's Sun Life Financial Experience 1999 - 2006
Job We help successful families create and sustain longterm financial prosperity
Industry Financial Services
Experience
Flores Wealth Management, An Independent Firm June 2009 - Present
Manulife Financial November 2006 - March 2009
Sun Life Financial 1999 - 2006
Skills
Investments, Wealth Management, FINRA, Estate Planning, Series 7
Education
Boston University 1995 — 1999
BS
Flores Wealth Management, An Independent Firm June 2009 - Present
Manulife Financial November 2006 - March 2009
Sun Life Financial 1999 - 2006
Skills
Investments, Wealth Management, FINRA, Estate Planning, Series 7
Education
Boston University 1995 — 1999
BS
Andrew Babicz's Sun Life Financial Experience 2007 - 2009
Job Executing successful Account Based Marketing strategies for leading B2B companies
Industry Online Media
Experience
Demandbase June 2014 - Present
Ziff Davis, LLC June 2013 - June 2014
Ziff Davis January 2011 - June 2013
AIG 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sloane & Walsh LLP 2005 - 2005
MFS Investment Management 2004 - 2005
New England Financial 2003 - 2003
Skills
Lead Generation, B2B, Online Advertising, CRM, New Business Development, Demand Generation, Sales Process, Account Based Marketing, B2B Marketing, Online Marketing, Sales, Insurance, Salesforce.com, SaaS, Sales Management, PPC, Strategy, Leadership, Strategic Partnerships, Business Planning, Email Marketing, Direct Sales, Business Development, Cloud Computing, Investments, Annuities, Mutual Funds, 401k, Asset Management, Media, Cost Per Lead, Cost Per Acquisition, Online Lead Generation, Webinars, D&O, Online Media Management, Online Content Creation, Sales Leadership..., Mentoring, Accountability, Customer Retention, Pre-sales
Education
Northeastern University 2001 — 2005
Bachelor of Science from D'Amore-McKim School of Business, Finance & Insurance
Boston University 2009 — 2009
Certified Financial Planner Course
Scotch Plains Fanwood High School 1998 — 2001
Demandbase June 2014 - Present
Ziff Davis, LLC June 2013 - June 2014
Ziff Davis January 2011 - June 2013
AIG 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sloane & Walsh LLP 2005 - 2005
MFS Investment Management 2004 - 2005
New England Financial 2003 - 2003
Skills
Lead Generation, B2B, Online Advertising, CRM, New Business Development, Demand Generation, Sales Process, Account Based Marketing, B2B Marketing, Online Marketing, Sales, Insurance, Salesforce.com, SaaS, Sales Management, PPC, Strategy, Leadership, Strategic Partnerships, Business Planning, Email Marketing, Direct Sales, Business Development, Cloud Computing, Investments, Annuities, Mutual Funds, 401k, Asset Management, Media, Cost Per Lead, Cost Per Acquisition, Online Lead Generation, Webinars, D&O, Online Media Management, Online Content Creation, Sales Leadership..., Mentoring, Accountability, Customer Retention, Pre-sales
Education
Northeastern University 2001 — 2005
Bachelor of Science from D'Amore-McKim School of Business, Finance & Insurance
Boston University 2009 — 2009
Certified Financial Planner Course
Scotch Plains Fanwood High School 1998 — 2001
Elizabeth Beshansky's Sun Life Financial Experience June 2014 - Present
Job Stop Loss Underwriter at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial June 2013 - June 2014
Bayada Home Health Care April 2011 - May 2013
BAYADA Home Health Care January 2012 - September 2012
AmeriCare Health Services December 2009 - April 2011
Skills
Employee Relations, Microsoft Office, Recruiting, Benefits Administration, Event Planning, Healthcare, Microsoft Excel, Microsoft Word, Human Resources, Onboarding, Temporary Staffing, College Recruiting, Account Management, Sales, Cold Calling, Software Documentation
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.), M.B.A. Candidate
University of Massachusetts at Dartmouth 2002 — 2006
BS, Criminal Justice, Political Science
Bridgewater-Raynham Regional High School 1998 — 2002
High School Diploma
Sun Life Financial June 2014 - Present
Sun Life Financial June 2013 - June 2014
Bayada Home Health Care April 2011 - May 2013
BAYADA Home Health Care January 2012 - September 2012
AmeriCare Health Services December 2009 - April 2011
Skills
Employee Relations, Microsoft Office, Recruiting, Benefits Administration, Event Planning, Healthcare, Microsoft Excel, Microsoft Word, Human Resources, Onboarding, Temporary Staffing, College Recruiting, Account Management, Sales, Cold Calling, Software Documentation
Education
Boston University 2014 — 2017
Master of Business Administration (M.B.A.), M.B.A. Candidate
University of Massachusetts at Dartmouth 2002 — 2006
BS, Criminal Justice, Political Science
Bridgewater-Raynham Regional High School 1998 — 2002
High School Diploma
Matthew Trachy Matthew Trachy's Sun Life Financial Experience July 2013 - Present
Job Marketing Associate at LMCG Investments
Industry Insurance
Experience
LMCG Investments April 2015 - Present
Sun Life Financial July 2013 - Present
Sun Life Financial July 2012 - July 2013
College of the Holy Cross August 2008 - May 2012
United States Senator Scott P. Brown (R-MA) May 2011 - August 2011
United States Senator Scott P. Brown (R-MA) August 2010 - December 2010
The Onstott Group May 2010 - August 2010
Brae Burn Country Club 2001 - August 2010
Brae Burn Country Club May 2009 - August 2009
Skills
Community Outreach, Leadership, Time Management, Training, Research, Management, Project Planning, Sales, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Social Media, Facebook, Editing, Customer Service, Fundraising, Nonprofits, Event Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics and Political Science, 3.28
Belmont Hill 2002 — 2008
LMCG Investments April 2015 - Present
Sun Life Financial July 2013 - Present
Sun Life Financial July 2012 - July 2013
College of the Holy Cross August 2008 - May 2012
United States Senator Scott P. Brown (R-MA) May 2011 - August 2011
United States Senator Scott P. Brown (R-MA) August 2010 - December 2010
The Onstott Group May 2010 - August 2010
Brae Burn Country Club 2001 - August 2010
Brae Burn Country Club May 2009 - August 2009
Skills
Community Outreach, Leadership, Time Management, Training, Research, Management, Project Planning, Sales, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Social Media, Facebook, Editing, Customer Service, Fundraising, Nonprofits, Event Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics and Political Science, 3.28
Belmont Hill 2002 — 2008
Dan Powers Dan Powers's Sun Life Financial Experience January 2013 - Present
Job AVP, Distribution Partnerships at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2013 - Present
Sun Life Financial April 2010 - December 2012
Sun Life Financial April 2009 - April 2010
Sun Life Financial April 2004 - April 2009
Skills
Insurance, Disability Insurance, Employee Benefits, Sales, Marketing, Health Insurance, Relationship Management, Group Insurance, Term Life Insurance, Brokers, Selling, Life Insurance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Masters in Business Administration, Corporate Finance Concentration; Entrepreneurial Management Concentration
College of the Holy Cross 1999 — 2003
BA, Political Science
Massapequa High School 1996 — 1999
Boston College - Wallace E. Carroll Graduate School of Management
Master’s Degree, Finance
Sun Life Financial January 2013 - Present
Sun Life Financial April 2010 - December 2012
Sun Life Financial April 2009 - April 2010
Sun Life Financial April 2004 - April 2009
Skills
Insurance, Disability Insurance, Employee Benefits, Sales, Marketing, Health Insurance, Relationship Management, Group Insurance, Term Life Insurance, Brokers, Selling, Life Insurance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Masters in Business Administration, Corporate Finance Concentration; Entrepreneurial Management Concentration
College of the Holy Cross 1999 — 2003
BA, Political Science
Massapequa High School 1996 — 1999
Boston College - Wallace E. Carroll Graduate School of Management
Master’s Degree, Finance
Carla Lawton CLU, CLTC's Sun Life Financial Experience 2004 - 2007
Job Sales and Marking Coordinator, Managed Wealth Strategies, LLC
Industry Insurance
Experience
Managed Wealth Strategies, LLC April 2014 - Present
Foster McGuane Financial October 2013 - April 2014
Commonwealth Financial Network 2007 - July 2013
Sun Life Financial 2004 - 2007
Allmerica Financial August 2001 - December 2003
John Hancock 1997 - 2001
Sun Life Financial May 1990 - April 1997
Skills
Insurance, Project Management, Retirement, Term Life Insurance, Retirement Planning, Fixed Annuities, Microsoft Excel, Risk Management, Strategic Planning, 401k, Life Insurance, Series 63, Investments, Requirements Gathering, Long Term Care Insurance, CLU, MA Life and Health..., FINRA Series 7 & 63
Education
Boston University 1985 — 1989
Bachelor of Arts (BA), International Relations and Affairs
Gloucester high school 1982 — 1984
Managed Wealth Strategies, LLC April 2014 - Present
Foster McGuane Financial October 2013 - April 2014
Commonwealth Financial Network 2007 - July 2013
Sun Life Financial 2004 - 2007
Allmerica Financial August 2001 - December 2003
John Hancock 1997 - 2001
Sun Life Financial May 1990 - April 1997
Skills
Insurance, Project Management, Retirement, Term Life Insurance, Retirement Planning, Fixed Annuities, Microsoft Excel, Risk Management, Strategic Planning, 401k, Life Insurance, Series 63, Investments, Requirements Gathering, Long Term Care Insurance, CLU, MA Life and Health..., FINRA Series 7 & 63
Education
Boston University 1985 — 1989
Bachelor of Arts (BA), International Relations and Affairs
Gloucester high school 1982 — 1984
Sio Tak Sun's Sun Life Financial Experience December 2006 - January 2008
Job Senior Inventory Analyst at New Balance
Industry Financial Services
Experience
New Balance May 2015 - Present
New Balance January 2013 - Present
Thermo Fisher Scientific March 2011 - December 2012
Thermo Fisher Scientific August 2010 - March 2011
Thermo Fisher Scientific July 2008 - August 2010
Boston University September 2006 - May 2008
Sun Life Financial December 2006 - January 2008
Stop & Shop June 2006 - August 2006
Stop & Shop June 2005 - August 2005
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Account Reconciliation, Budgets, Access, Variance Analysis, Cost Accounting, Internal Audit, Microsoft Excel, Mergers, Management, Accounts Payable, Financial Modeling, Finance
Education
Boston University 2004 — 2008
BS in Business Administration, Finance and Accounting Concentration
New Balance May 2015 - Present
New Balance January 2013 - Present
Thermo Fisher Scientific March 2011 - December 2012
Thermo Fisher Scientific August 2010 - March 2011
Thermo Fisher Scientific July 2008 - August 2010
Boston University September 2006 - May 2008
Sun Life Financial December 2006 - January 2008
Stop & Shop June 2006 - August 2006
Stop & Shop June 2005 - August 2005
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Account Reconciliation, Budgets, Access, Variance Analysis, Cost Accounting, Internal Audit, Microsoft Excel, Mergers, Management, Accounts Payable, Financial Modeling, Finance
Education
Boston University 2004 — 2008
BS in Business Administration, Finance and Accounting Concentration
Brian Plunkett Brian Plunkett's Sun Life Financial Experience August 2005 - July 2008
Job Application Support Manager at Reprise Media
Industry Information Technology and Services
Experience
Reprise Media April 2011 - Present
SHI June 2009 - October 2009
Sun Life Financial August 2005 - July 2008
Data2Logistics July 2003 - August 2005
Protocol 1999 - 2003
Dickinson Direct 1998 - 1999
Summit Technology 1996 - 1998
Skills
Process Improvement, Business Analysis, SharePoint, SQL, Requirements Analysis, Disaster Recovery, Visio, SDLC, Project Management, Business Intelligence, Program Management, Vendor Management, Team Leadership, Microsoft SQL Server, Access, Enterprise Software, Data Analysis, IT Strategy, IT Management, Databases, Integration, Management
Education
Boston University 1995 — 1995
Certified Novell Administrator
Isenberg School of Management, UMass Amherst 1984 — 1989
BA, Operations Management
Stoughton H.S.
Reprise Media April 2011 - Present
SHI June 2009 - October 2009
Sun Life Financial August 2005 - July 2008
Data2Logistics July 2003 - August 2005
Protocol 1999 - 2003
Dickinson Direct 1998 - 1999
Summit Technology 1996 - 1998
Skills
Process Improvement, Business Analysis, SharePoint, SQL, Requirements Analysis, Disaster Recovery, Visio, SDLC, Project Management, Business Intelligence, Program Management, Vendor Management, Team Leadership, Microsoft SQL Server, Access, Enterprise Software, Data Analysis, IT Strategy, IT Management, Databases, Integration, Management
Education
Boston University 1995 — 1995
Certified Novell Administrator
Isenberg School of Management, UMass Amherst 1984 — 1989
BA, Operations Management
Stoughton H.S.
Randi Benash Randi Benash's Sun Life Financial Experience July 2005 - August 2006
Job National Account Director at John Hancock
Industry Financial Services
Experience
John Hancock August 2012 - Present
Highland Capital Brokerage January 2011 - August 2012
Highland Capital Brokerage June 2010 - February 2011
Highland Capital Brokerage August 2006 - June 2010
Sun Life Financial July 2005 - August 2006
Sun Life Financial February 2003 - July 2005
Skills
Series 6, Series 63, Life & Health Insurance...
Education
Boston College
Bachelor of Arts (B.A.)
University of Massachusetts, Amherst 1995 — 1999
BS, Biology
Pitman High School
John Hancock August 2012 - Present
Highland Capital Brokerage January 2011 - August 2012
Highland Capital Brokerage June 2010 - February 2011
Highland Capital Brokerage August 2006 - June 2010
Sun Life Financial July 2005 - August 2006
Sun Life Financial February 2003 - July 2005
Skills
Series 6, Series 63, Life & Health Insurance...
Education
Boston College
Bachelor of Arts (B.A.)
University of Massachusetts, Amherst 1995 — 1999
BS, Biology
Pitman High School
Laura Gillenwater's Sun Life Financial Experience February 1992 - Present
Job Sr. Learning & Development Consultant, ELearning Specialist at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 1992 - Present
Realty World, West of the Hub September 1989 - June 1992
City of Newton and City of Somerville September 1986 - June 1989
Skills
Instructional Design, E-Learning, Needs Analysis, Blended Learning, Lectora, Captivate, Training Delivery, Instructor-led Training, ADDIE, Learning Management, SnagIt, Workshop Facilitation, Technical Writing, Training, Learning Management..., Hands-on Training, Adult Education, Training Documentation, Editing, E-learning Development, Performance Consulting, Training Needs Analysis, Training Facilitation, Technical Training, Distance Learning, Documentation, PowerPoint, Online Training, Web-based Training, Course Development, Blended Learning..., Adobe Presenter, Online Research
Education
Boston University 1984 — 1986
EdM, Elementary Education
Boston University 1979 — 1982
B.S., Communications
Brandeis University 1978 — 1979
Sun Life Financial February 1992 - Present
Realty World, West of the Hub September 1989 - June 1992
City of Newton and City of Somerville September 1986 - June 1989
Skills
Instructional Design, E-Learning, Needs Analysis, Blended Learning, Lectora, Captivate, Training Delivery, Instructor-led Training, ADDIE, Learning Management, SnagIt, Workshop Facilitation, Technical Writing, Training, Learning Management..., Hands-on Training, Adult Education, Training Documentation, Editing, E-learning Development, Performance Consulting, Training Needs Analysis, Training Facilitation, Technical Training, Distance Learning, Documentation, PowerPoint, Online Training, Web-based Training, Course Development, Blended Learning..., Adobe Presenter, Online Research
Education
Boston University 1984 — 1986
EdM, Elementary Education
Boston University 1979 — 1982
B.S., Communications
Brandeis University 1978 — 1979
Meghann McCarthy Meghann McCarthy's Sun Life Financial Experience September 2006 - June 2012
Job Business Analyst at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital June 2012 - Present
Sun Life Financial September 2006 - June 2012
Sun Life Financial March 2006 - September 2006
Sun Life Financial October 2004 - March 2006
Skills
Adaptation, Fast Learning, Auditing, Reconciliation, Writing, Workflow Analysis, Operations, Quality, Testing, Training & Development, Coaching, Composition, Business Planning, Business Analysis, Department Budgeting, Financial Forecasting, Microsoft Excel, PowerPoint, Access
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.B.A., Business Administration
Boston University 2000 — 2004
B.A., English Literature
Boston Latin School 1994 — 2000
High School
Boston Children's Hospital June 2012 - Present
Sun Life Financial September 2006 - June 2012
Sun Life Financial March 2006 - September 2006
Sun Life Financial October 2004 - March 2006
Skills
Adaptation, Fast Learning, Auditing, Reconciliation, Writing, Workflow Analysis, Operations, Quality, Testing, Training & Development, Coaching, Composition, Business Planning, Business Analysis, Department Budgeting, Financial Forecasting, Microsoft Excel, PowerPoint, Access
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.B.A., Business Administration
Boston University 2000 — 2004
B.A., English Literature
Boston Latin School 1994 — 2000
High School
Emily Lindberg Emily Lindberg's Sun Life Financial Experience March 2009 - September 2010
Job Assistant Director Annual Giving at DanaFarber Cancer Institute
Industry Nonprofit Organization Management
Experience
Dana-Farber Cancer Institute August 2014 - Present
Harvard Medical School 2013 - 2014
Dana-Farber Cancer Institute 2010 - 2013
Sun Life Financial March 2009 - September 2010
Liberty Mutual Insurance 2008 - 2009
Skills
Fundraising, Event Management, Strategic Planning, Annual Giving, Public Relations, Event Planning, Social Media, Research, Non-profits, Nonprofits, Volunteer Management, Grant Writing
Education
Syracuse University 2004 — 2008
Bachelor's Degree, Public Relations
Syracuse University 2004 — 2008
Bachelor's Degree, Mathematics
Boston University 2007 — 2007
Sydney Internship Program, Advertising/Marketing/Public Relations
Dana-Farber Cancer Institute August 2014 - Present
Harvard Medical School 2013 - 2014
Dana-Farber Cancer Institute 2010 - 2013
Sun Life Financial March 2009 - September 2010
Liberty Mutual Insurance 2008 - 2009
Skills
Fundraising, Event Management, Strategic Planning, Annual Giving, Public Relations, Event Planning, Social Media, Research, Non-profits, Nonprofits, Volunteer Management, Grant Writing
Education
Syracuse University 2004 — 2008
Bachelor's Degree, Public Relations
Syracuse University 2004 — 2008
Bachelor's Degree, Mathematics
Boston University 2007 — 2007
Sydney Internship Program, Advertising/Marketing/Public Relations
Patrick Bresnahan's Sun Life Financial Experience February 2012 - June 2015
Job Business Development Manager at ThinkingPhones, Inc
Industry Information Technology and Services
Experience
ThinkingPhones, Inc August 2015 - Present
Sun Life Financial February 2012 - June 2015
Carolina Capital Markets June 2010 - December 2011
Skills
Microsoft Excel, Securities, Microsoft Office, Insurance, Financial Analysis, Public Speaking, Marketing, Management, Leadership, Customer Service
Education
Boston College 2006 — 2010
Bachelor's degree, English Language and Literature, General
Portsmouth Abbey School 2004 — 2006
ThinkingPhones, Inc August 2015 - Present
Sun Life Financial February 2012 - June 2015
Carolina Capital Markets June 2010 - December 2011
Skills
Microsoft Excel, Securities, Microsoft Office, Insurance, Financial Analysis, Public Speaking, Marketing, Management, Leadership, Customer Service
Education
Boston College 2006 — 2010
Bachelor's degree, English Language and Literature, General
Portsmouth Abbey School 2004 — 2006
Kathryn Cara's Sun Life Financial Experience August 2010 - May 2013
Job Sales Director, Remark Mergermarket Group
Industry Financial Services
Experience
Mergermarket April 2014 - Present
Sun Life Financial August 2010 - May 2013
Fitch Learning June 2013 - April 2014
Princeton Day School May 2010 - August 2010
Arnold Worldwide September 2009 - December 2009
Pfizer May 2009 - August 2009
CTP January 2009 - May 2009
Connelly Partners September 2008 - December 2008
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (BS), Concentration in Marketing; Double Major in Communications
Princeton Day School 2001 — 2006
Mergermarket April 2014 - Present
Sun Life Financial August 2010 - May 2013
Fitch Learning June 2013 - April 2014
Princeton Day School May 2010 - August 2010
Arnold Worldwide September 2009 - December 2009
Pfizer May 2009 - August 2009
CTP January 2009 - May 2009
Connelly Partners September 2008 - December 2008
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (BS), Concentration in Marketing; Double Major in Communications
Princeton Day School 2001 — 2006
Peter Maathey, PMP, CSM's Sun Life Financial Experience July 2008 - January 2009
Job Senior Program Manager at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2009 - June 2013
Sun Life Financial July 2008 - January 2009
Soroban Inc. January 2008 - August 2008
Aviva USA January 2004 - December 2007
Skills
Scrum, Agile Methodologies, Financial Services, Project Management, Project Planning, SDLC, Business Analysis, Systems Analysis, PMP, Insurance, Unclaimed Property, Software Project..., Requirements Analysis, Process Improvement, Analysis, Requirements Gathering, Project Portfolio..., IT Management
Education
Northeastern University 1999 — 2003
Bachelor of Science
Boston University 2006 — 2006
Certificate
Blue Cross Blue Shield of Massachusetts July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) March 2009 - June 2013
Sun Life Financial July 2008 - January 2009
Soroban Inc. January 2008 - August 2008
Aviva USA January 2004 - December 2007
Skills
Scrum, Agile Methodologies, Financial Services, Project Management, Project Planning, SDLC, Business Analysis, Systems Analysis, PMP, Insurance, Unclaimed Property, Software Project..., Requirements Analysis, Process Improvement, Analysis, Requirements Gathering, Project Portfolio..., IT Management
Education
Northeastern University 1999 — 2003
Bachelor of Science
Boston University 2006 — 2006
Certificate
Peter Lloyd-Evans's Sun Life Financial Experience June 1996 - December 2004
Job
Industry Financial Services
Experience
Federal Reserve Bank of Boston 2007 - Present
State Street Corporation 2006 - 2006
Massachusetts Medical Society June 2005 - August 2005
Liberty Mutual 2005 - 2005
Sun Life Financial June 1996 - December 2004
Skills
Finance, Financial Analysis, Financial Modeling, Risk Management, Analysis, Management, Process Improvement, Managerial Finance, Forecasting, Procure-to-Pay, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
University of New Hampshire 1991 — 1995
BS, Mathematics, Economics
Federal Reserve Bank of Boston 2007 - Present
State Street Corporation 2006 - 2006
Massachusetts Medical Society June 2005 - August 2005
Liberty Mutual 2005 - 2005
Sun Life Financial June 1996 - December 2004
Skills
Finance, Financial Analysis, Financial Modeling, Risk Management, Analysis, Management, Process Improvement, Managerial Finance, Forecasting, Procure-to-Pay, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
University of New Hampshire 1991 — 1995
BS, Mathematics, Economics
Anthony Grace's Sun Life Financial Experience 1986 - 1993
Job Group Creative Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Laila Moussa, CFA's Sun Life Financial Experience March 2015 - Present
Job Investment Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MSF
Skidmore College 2002 — 2006
BA
CRLS 1998 — 2002
High School Diploma
Sun Life Financial March 2015 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MSF
Skidmore College 2002 — 2006
BA
CRLS 1998 — 2002
High School Diploma
Elise Lapham, APR's Sun Life Financial Experience April 1993 - April 2005
Job Communications Director at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2015 - Present
Cimpress May 2014 - Present
EMD Millipore, A Division of Merck Pharmaceuticals, KGaA May 2007 - 2014
Sentinel Benefits 2005 - 2007
Sun Life Financial April 1993 - April 2005
Skills
Corporate Communications, Strategic Communications, Media Relations, Strategy, Crisis Communications, Public Relations, Marketing Communications, Strategic Planning, Spokesperson, Leadership, Messaging, Employee Engagement, Change Management, Mergers & Acquisitions, Community Relations, Mergers, Internal Communications, Social Media, Thought Leadership, Corporate Social..., Management, Cross-functional Team...
Education
Boston University
MS, Public Relations
Wheaton College (MA)
BA, Political Science
Liberty Mutual Insurance June 2015 - Present
Cimpress May 2014 - Present
EMD Millipore, A Division of Merck Pharmaceuticals, KGaA May 2007 - 2014
Sentinel Benefits 2005 - 2007
Sun Life Financial April 1993 - April 2005
Skills
Corporate Communications, Strategic Communications, Media Relations, Strategy, Crisis Communications, Public Relations, Marketing Communications, Strategic Planning, Spokesperson, Leadership, Messaging, Employee Engagement, Change Management, Mergers & Acquisitions, Community Relations, Mergers, Internal Communications, Social Media, Thought Leadership, Corporate Social..., Management, Cross-functional Team...
Education
Boston University
MS, Public Relations
Wheaton College (MA)
BA, Political Science
James Dunphy's Sun Life Financial Experience July 2005 - Present
Job Sr. Unix Specialist at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial July 2005 - Present
Verizon March 2004 - July 2005
Industrial Communications June 2003 - February 2004
Thomson Financial November 1999 - October 2002
Thomson Financial, Boston, MA November 1999 - October 2002
Fidelity Investments February 1998 - November 1999
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
Skills
Disaster Recovery, Project Management, Solaris, Unix, Vendor Management, Customer Service, Software Documentation, Technical Support, Windows Server, Solution Architecture, Business Development, Troubleshooting, Management, AIX, Project Planning, Windows, IT Service Management, Hardware, VMware, Operating Systems, Active Directory, Leadership, Security, System Administration, Quality Assurance, Architecture, Budgets, Testing, Servers, Databases, Apache, Enterprise Architecture, Networking, Integration, ITIL, Process Improvement, Business Analysis, Team Building, Perl, Requirements Analysis, IT Management, Analysis, Firewalls, IT Strategy, SDLC, Netbackup, SQL, Data Center, Program Management, Visio
Education
Boston University 1994 — 1996
Boston University Cooperate
Silver Lake Regoinal
Sun Life Financial July 2005 - Present
Verizon March 2004 - July 2005
Industrial Communications June 2003 - February 2004
Thomson Financial November 1999 - October 2002
Thomson Financial, Boston, MA November 1999 - October 2002
Fidelity Investments February 1998 - November 1999
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
Skills
Disaster Recovery, Project Management, Solaris, Unix, Vendor Management, Customer Service, Software Documentation, Technical Support, Windows Server, Solution Architecture, Business Development, Troubleshooting, Management, AIX, Project Planning, Windows, IT Service Management, Hardware, VMware, Operating Systems, Active Directory, Leadership, Security, System Administration, Quality Assurance, Architecture, Budgets, Testing, Servers, Databases, Apache, Enterprise Architecture, Networking, Integration, ITIL, Process Improvement, Business Analysis, Team Building, Perl, Requirements Analysis, IT Management, Analysis, Firewalls, IT Strategy, SDLC, Netbackup, SQL, Data Center, Program Management, Visio
Education
Boston University 1994 — 1996
Boston University Cooperate
Silver Lake Regoinal
Kori Mendonsa, CBAP, CBPMP, CSPO's Sun Life Financial Experience March 2008 - December 2008
Job Principal Business Analyst at American Tower
Industry Information Technology and Services
Experience
American Tower May 2014 - Present
IIBA June 2011 - Present
American Tower January 2011 - May 2014
Winter Wyman January 2011 - March 2011
Coventry Health Care September 2009 - January 2011
LeapFrog Systems April 2009 - September 2009
John Hancock Life Insurance Company (U.S.A.) April 2009 - September 2009
Collaborative Consulting September 2004 - February 2009
Sun Life Financial March 2008 - December 2008
Fidelity Investments, Internet Development, HR / Payroll Systems July 2005 - October 2007
Skills
Visio, Requirements Analysis, Business Analysis, Agile Methodologies, MS Project, Software Documentation, Project Management, Quality Assurance, Business Requirements, Leadership, Analysis, Management, Software Development, Six Sigma, Team Management, SDLC, Requirements Gathering, Workshop Facilitation, Business Process, Systems Analysis, Oracle Business Process..., Oracle Business...
Education
Boston University 2006 — 2006
Certificate, Applied Business Analysis
Northeastern University 1993 — 1998
Master of Science, Information Systems
University of Massachusetts Lowell
Bachelor of Arts, Music Education
American Tower May 2014 - Present
IIBA June 2011 - Present
American Tower January 2011 - May 2014
Winter Wyman January 2011 - March 2011
Coventry Health Care September 2009 - January 2011
LeapFrog Systems April 2009 - September 2009
John Hancock Life Insurance Company (U.S.A.) April 2009 - September 2009
Collaborative Consulting September 2004 - February 2009
Sun Life Financial March 2008 - December 2008
Fidelity Investments, Internet Development, HR / Payroll Systems July 2005 - October 2007
Skills
Visio, Requirements Analysis, Business Analysis, Agile Methodologies, MS Project, Software Documentation, Project Management, Quality Assurance, Business Requirements, Leadership, Analysis, Management, Software Development, Six Sigma, Team Management, SDLC, Requirements Gathering, Workshop Facilitation, Business Process, Systems Analysis, Oracle Business Process..., Oracle Business...
Education
Boston University 2006 — 2006
Certificate, Applied Business Analysis
Northeastern University 1993 — 1998
Master of Science, Information Systems
University of Massachusetts Lowell
Bachelor of Arts, Music Education
Georgia Kreth's Sun Life Financial Experience 2007 - 2009
Job VP, Program Manager at RBS Citizens NA
Industry Financial Services
Experience
RBS Citizens NA October 2010 - Present
Citizens Bank August 2009 - October 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2003 - 2007
Sun Life Financial 2000 - 2003
Keyport Life Insurance Co. (acquired by Sun Life) June 2000 - November 2001
Allmerica Financial 1995 - 2000
Skills
Strategic Planning, CRM, Project Management, SDLC, Leadership, Vendor Management, Management, Business Analysis, Financial Services, Cross-functional Team..., IT Management, Analytics, MS Project, PMO, Software Project..., Integration, Change Management, Visio, Team Building, Software Documentation, Analysis, Requirements Analysis, IT Strategy, Process Improvement, Business Intelligence, Program Management, Risk Management, Project Portfolio..., PMP, Requirements Gathering, Business Requirements, Business Process..., Resource Management
Education
Boston University
Masters Certificate, Project Management
Bridgewater State College
BA, Communication
Emerson College
MA, Management (Media)
RBS Citizens NA October 2010 - Present
Citizens Bank August 2009 - October 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2003 - 2007
Sun Life Financial 2000 - 2003
Keyport Life Insurance Co. (acquired by Sun Life) June 2000 - November 2001
Allmerica Financial 1995 - 2000
Skills
Strategic Planning, CRM, Project Management, SDLC, Leadership, Vendor Management, Management, Business Analysis, Financial Services, Cross-functional Team..., IT Management, Analytics, MS Project, PMO, Software Project..., Integration, Change Management, Visio, Team Building, Software Documentation, Analysis, Requirements Analysis, IT Strategy, Process Improvement, Business Intelligence, Program Management, Risk Management, Project Portfolio..., PMP, Requirements Gathering, Business Requirements, Business Process..., Resource Management
Education
Boston University
Masters Certificate, Project Management
Bridgewater State College
BA, Communication
Emerson College
MA, Management (Media)
Helen Rennie's Sun Life Financial Experience December 2005 - March 2009
Job Vice President, Producer and Client Services at Penn Mutual
Industry Insurance
Experience
Penn Mutual July 2015 - Present
The Guardian Life Insurance Company of America May 2011 - July 2015
Guardian Life Insurance March 2009 - May 2011
Sun Life Financial December 2005 - March 2009
Sun Life Financial March 2003 - December 2005
Sun Life Financial September 2001 - March 2003
New England Financial, A MetLife Company March 1998 - September 2001
New England Financial, A MetLife Company February 1995 - March 1998
New England Financial, A MetLife Company February 1991 - February 1995
New England Financial, A MetLife Company July 1987 - February 1991
Skills
Insurance, Underwriting, Financial Services, Executive Management, Life Insurance, Process Improvement, Business Analysis, Claim, Claims Management, Disability Insurance, Employee Benefits, Relationship Management, Risk Management, Asset Management, Brokers, Call Centers, Enterprise Risk..., Estate Planning, Financial Analysis, Financial Risk, Fixed Annuities, Health Insurance, Investments, Long-term Care, Mutual Funds, Portfolio Management, Property & Casualty..., Reinsurance, Retirement Planning, Retirement, Securities, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Vendor Management, Wealth Management, 401k, Series 7, Asset Allocation, Business Continuity, Leadership, Outsourcing, Business Process, Analytics, Change Management, Thought Leadership, Business Planning, Strategy, Governance
Education
Cornell University 1983 — 1987
Bachelor of Science, Economics
Boston University
MBA
Penn Mutual July 2015 - Present
The Guardian Life Insurance Company of America May 2011 - July 2015
Guardian Life Insurance March 2009 - May 2011
Sun Life Financial December 2005 - March 2009
Sun Life Financial March 2003 - December 2005
Sun Life Financial September 2001 - March 2003
New England Financial, A MetLife Company March 1998 - September 2001
New England Financial, A MetLife Company February 1995 - March 1998
New England Financial, A MetLife Company February 1991 - February 1995
New England Financial, A MetLife Company July 1987 - February 1991
Skills
Insurance, Underwriting, Financial Services, Executive Management, Life Insurance, Process Improvement, Business Analysis, Claim, Claims Management, Disability Insurance, Employee Benefits, Relationship Management, Risk Management, Asset Management, Brokers, Call Centers, Enterprise Risk..., Estate Planning, Financial Analysis, Financial Risk, Fixed Annuities, Health Insurance, Investments, Long-term Care, Mutual Funds, Portfolio Management, Property & Casualty..., Reinsurance, Retirement Planning, Retirement, Securities, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Vendor Management, Wealth Management, 401k, Series 7, Asset Allocation, Business Continuity, Leadership, Outsourcing, Business Process, Analytics, Change Management, Thought Leadership, Business Planning, Strategy, Governance
Education
Cornell University 1983 — 1987
Bachelor of Science, Economics
Boston University
MBA
Robert Ullmann's Sun Life Financial Experience 1992 - 1997
Job District Sales Manager | New Business Development | Broker
Industry Financial Services
Experience
Financial ERP Software 1997 - Present
Sage Payments 2002 - 2015
AFEX 1998 - 2002
COMFEX (Commonwealth Foreign Exchange) 1997 - 1998
Sun Life Financial 1992 - 1997
Sun Life Financial 1990 - 1992
The Bank of New England 1989 - 1990
Chase Kolbin Associates 1987 - 1989
Skills
Sales Process, Solution Selling, SaaS, Business Intelligence, Account Management, New Business Development, Key Account Management, Strategic Planning, Vendor Relations, Contract Negotiation, Budgeting, Sales Presentations, Financial Analysis, CRM, Territory Management, Trade Shows, Training, Mentoring, Integration, Business Development, Lead Generation, Sales Management, Professional Services, Sales, Strategic Partnerships, Business Analysis
Education
Boston University
Bachelor of Science (B.S.), Management
White Mountain School
HS
Financial ERP Software 1997 - Present
Sage Payments 2002 - 2015
AFEX 1998 - 2002
COMFEX (Commonwealth Foreign Exchange) 1997 - 1998
Sun Life Financial 1992 - 1997
Sun Life Financial 1990 - 1992
The Bank of New England 1989 - 1990
Chase Kolbin Associates 1987 - 1989
Skills
Sales Process, Solution Selling, SaaS, Business Intelligence, Account Management, New Business Development, Key Account Management, Strategic Planning, Vendor Relations, Contract Negotiation, Budgeting, Sales Presentations, Financial Analysis, CRM, Territory Management, Trade Shows, Training, Mentoring, Integration, Business Development, Lead Generation, Sales Management, Professional Services, Sales, Strategic Partnerships, Business Analysis
Education
Boston University
Bachelor of Science (B.S.), Management
White Mountain School
HS
Bill LaCapria Jr's Sun Life Financial Experience January 1993 - September 1996
Job AVP Application Support at Metro Credit Union
Industry Information Technology and Services
Experience
Metro Credit Union 1999 - Present
Charter Bank September 1996 - January 1999
Sun Life Financial January 1993 - September 1996
The Bank for Savings August 1985 - June 1992
US Navy August 1975 - August 1979
Skills
Business Continuity, Vendor Management, Business Analysis, Banking, Customer Service, Management, Risk Management, Sales, Leadership, Process Improvement, Training, Team Building, Security, SDLC, Information Technology, Disaster Recovery, Microsoft Office, Team Leadership, Program Management
Education
Bunker Hill Community College 1986 — 1988
Information Technology
Boston University 1981 — 1981
Accounting & Business Entreprenuer
Metro Credit Union 1999 - Present
Charter Bank September 1996 - January 1999
Sun Life Financial January 1993 - September 1996
The Bank for Savings August 1985 - June 1992
US Navy August 1975 - August 1979
Skills
Business Continuity, Vendor Management, Business Analysis, Banking, Customer Service, Management, Risk Management, Sales, Leadership, Process Improvement, Training, Team Building, Security, SDLC, Information Technology, Disaster Recovery, Microsoft Office, Team Leadership, Program Management
Education
Bunker Hill Community College 1986 — 1988
Information Technology
Boston University 1981 — 1981
Accounting & Business Entreprenuer
Gail Sweeney, CFA's Sun Life Financial Experience August 2010 - September 2011
Job Quantitative Analyst at MFS
Industry Investment Management
Experience
MFS Investment Management August 2015 - Present
Standish Mellon Asset Management September 2011 - June 2015
Sun Life Financial August 2010 - September 2011
Sun Life Financial June 2010 - August 2010
Boston College September 2009 - June 2010
Fletcher Spaght, Inc 2005 - 2008
Skills
Financial Modeling, Due Diligence, Valuation, Fixed Income, Portfolio Management, Barclays POINT, Quantitative Analysis, Competitive Analysis, Asset Management, Barclays Point, Bloomberg, Investment Strategies, Investments, Alternative Investments, Financial Analysis, Data Analysis, Teamwork, Quantitative Analytics, Hedge Funds, Equities, Asset Allocation, Report Writing, Thought Leadership, Institutional..., Equity Research, Securities, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Master of Science in Finance
Dartmouth College 2004 — 2005
MEM, Master of Engineering Management
Dartmouth College 2003 — 2004
BE, Bachelor of Engineering (BS equivalent)
Dartmouth College 1999 — 2003
AB (Bachelor of Arts), Economics and Engineering Science (double major)
MFS Investment Management August 2015 - Present
Standish Mellon Asset Management September 2011 - June 2015
Sun Life Financial August 2010 - September 2011
Sun Life Financial June 2010 - August 2010
Boston College September 2009 - June 2010
Fletcher Spaght, Inc 2005 - 2008
Skills
Financial Modeling, Due Diligence, Valuation, Fixed Income, Portfolio Management, Barclays POINT, Quantitative Analysis, Competitive Analysis, Asset Management, Barclays Point, Bloomberg, Investment Strategies, Investments, Alternative Investments, Financial Analysis, Data Analysis, Teamwork, Quantitative Analytics, Hedge Funds, Equities, Asset Allocation, Report Writing, Thought Leadership, Institutional..., Equity Research, Securities, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Master of Science in Finance
Dartmouth College 2004 — 2005
MEM, Master of Engineering Management
Dartmouth College 2003 — 2004
BE, Bachelor of Engineering (BS equivalent)
Dartmouth College 1999 — 2003
AB (Bachelor of Arts), Economics and Engineering Science (double major)
Laurie Garrison's Sun Life Financial Experience April 2012 - Present
Job Director Asset Management Sun Life Financial
Industry Real Estate
Experience
Sun Life Financial April 2012 - Present
Garrison Portfolio Solutions January 1998 - April 2012
Sun Life Financial 2010 - 2011
John Hancock Realty Advisors 1999 - 2008
AEW Capital Mgmt Natl Advisory Services Group 2001 - 2004
Boston Capital Mortgage Company 1998 - 1999
Corporate Software and Technology 1997 - 1998
E & Y Kenneth Leventhal October 1996 - October 1997
The New England 1986 - 1995
Skills
Portfolio Management, Loans, Strategic Planning, Mortgage Lending, Management, Asset Management, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Real Estate Economics, Capital Markets, Real Estate, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1996
MSF, Finance
University of Massachusetts, Amherst 1981 — 1985
BA, Economics
Sun Life Financial April 2012 - Present
Garrison Portfolio Solutions January 1998 - April 2012
Sun Life Financial 2010 - 2011
John Hancock Realty Advisors 1999 - 2008
AEW Capital Mgmt Natl Advisory Services Group 2001 - 2004
Boston Capital Mortgage Company 1998 - 1999
Corporate Software and Technology 1997 - 1998
E & Y Kenneth Leventhal October 1996 - October 1997
The New England 1986 - 1995
Skills
Portfolio Management, Loans, Strategic Planning, Mortgage Lending, Management, Asset Management, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Real Estate Economics, Capital Markets, Real Estate, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1996
MSF, Finance
University of Massachusetts, Amherst 1981 — 1985
BA, Economics
Craig Moore, CLU®, ChFC®, CFP®, MSF, CASL®'s Sun Life Financial Experience 2001 - 2007
Job Regional Vice President at Nationwide
Industry Investment Management
Experience
Nationwide March 2007 - Present
Sun Life Financial 2001 - 2007
MFS Investment Management 2001 - 2003
Skills
Series 63, Annuities, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Public Speaking, Financial Services, Wealth Management, Fixed Annuities, FINRA, Life Insurance, Retirement, Variable Annuities, Investments, Series 24, 401k, Separately Managed..., Financial Planning, Series 65, Insurance, Organizational..., Alternative Investments, Leadership, Territory Mgmt, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Masters, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
Bachelor's, Business Administration
US Army Infantry School
US Army Infantry School
Nationwide March 2007 - Present
Sun Life Financial 2001 - 2007
MFS Investment Management 2001 - 2003
Skills
Series 63, Annuities, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Public Speaking, Financial Services, Wealth Management, Fixed Annuities, FINRA, Life Insurance, Retirement, Variable Annuities, Investments, Series 24, 401k, Separately Managed..., Financial Planning, Series 65, Insurance, Organizational..., Alternative Investments, Leadership, Territory Mgmt, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
Masters, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
Bachelor's, Business Administration
US Army Infantry School
US Army Infantry School
Waldemar (Val) Sender, ChFC®, CLU®, CFS®'s Sun Life Financial Experience June 2013 - July 2015
Job Knighthead Annuity & Life Assurance Company, VP Business Development
Industry Financial Services
Experience
Knighthead Annuity & Life Assurance Company 2015 - Present
Sun Life Financial June 2013 - July 2015
Sun Life Financial October 2007 - July 2013
MFS Investment Management September 1996 - October 2007
Education
The American College
ChFC®, CLU®
University of Massachusetts Boston 2005 — 2008
MBA, Marketing and International Management
Boston University 1999 — 2001
College of Financial Planning
University of Massachusetts Dartmouth
BS, Marketing
Knighthead Annuity & Life Assurance Company 2015 - Present
Sun Life Financial June 2013 - July 2015
Sun Life Financial October 2007 - July 2013
MFS Investment Management September 1996 - October 2007
Education
The American College
ChFC®, CLU®
University of Massachusetts Boston 2005 — 2008
MBA, Marketing and International Management
Boston University 1999 — 2001
College of Financial Planning
University of Massachusetts Dartmouth
BS, Marketing
Matthew St. Hilaire's Sun Life Financial Experience May 2005 - August 2005
Job Assistant Actuary at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2013 - Present
The Hartford June 2006 - July 2013
Sun Life Financial May 2005 - August 2005
Skills
Insurance, Property & Casualty..., Reinsurance, Financial Analysis, Claim, VBA, Microsoft Excel, Data Analysis, Access
Education
Boston College 2002 — 2006
BA, Mathematics, Scientific Computation
Liberty Mutual Insurance July 2013 - Present
The Hartford June 2006 - July 2013
Sun Life Financial May 2005 - August 2005
Skills
Insurance, Property & Casualty..., Reinsurance, Financial Analysis, Claim, VBA, Microsoft Excel, Data Analysis, Access
Education
Boston College 2002 — 2006
BA, Mathematics, Scientific Computation
Caroline Lamb's Sun Life Financial Experience May 2014 - January 2015
Job Senior Account Executive at The Advocator Group | MBA Candidate
Industry Insurance
Experience
The Advocator Group February 2015 - Present
Sun Life Financial May 2014 - January 2015
Sun Life Financial June 2013 - May 2014
Sun Life Financial August 2010 - June 2013
The Bostonian Group July 2009 - July 2010
Skills
PowerPoint, Data Analysis, Project Management, Talent Management, Leadership, Mutual Funds, Health Insurance, Strategy, Finance, Business Analysis, Marketing Communications, Sales, Leadership Development, Training, Business Development, Analysis
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
BS, Communication, Minor in Business Administration
The Advocator Group February 2015 - Present
Sun Life Financial May 2014 - January 2015
Sun Life Financial June 2013 - May 2014
Sun Life Financial August 2010 - June 2013
The Bostonian Group July 2009 - July 2010
Skills
PowerPoint, Data Analysis, Project Management, Talent Management, Leadership, Mutual Funds, Health Insurance, Strategy, Finance, Business Analysis, Marketing Communications, Sales, Leadership Development, Training, Business Development, Analysis
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
BS, Communication, Minor in Business Administration
James Antonio's Sun Life Financial Experience March 2001 - March 2013
Job AVPD Global Production Support TJX
Industry Retail
Experience
Sun Life Financial March 2001 - March 2013
Ciber March 1996 - March 2001
TJX March 1982 - March 1986
Skills
SDLC, SQL, Agile Methodologies, Flex, ColdFusion, XML, JavaScript, Web Services, Requirements Gathering, Business Analysis, Software Development, Java, Java Enterprise Edition, Web Applications, Scrum, Web Application Design, Team Building, Leadership, Mentoring, Career Path Planning, Driven By Results, Vendor Relationships, Modified Waterfall Life..., Project Management, People Development, Web Development, SOAP, Visio, MySQL, Tomcat, Project Portfolio..., Spring, REST, Product Management, Strategy
Education
Boston University 2000 — 2001
Web Development Certification
Salem State College 1980 — 1981
The Boston Conservatory 1976 — 1980
Bachelor Of Music
Sun Life Financial March 2001 - March 2013
Ciber March 1996 - March 2001
TJX March 1982 - March 1986
Skills
SDLC, SQL, Agile Methodologies, Flex, ColdFusion, XML, JavaScript, Web Services, Requirements Gathering, Business Analysis, Software Development, Java, Java Enterprise Edition, Web Applications, Scrum, Web Application Design, Team Building, Leadership, Mentoring, Career Path Planning, Driven By Results, Vendor Relationships, Modified Waterfall Life..., Project Management, People Development, Web Development, SOAP, Visio, MySQL, Tomcat, Project Portfolio..., Spring, REST, Product Management, Strategy
Education
Boston University 2000 — 2001
Web Development Certification
Salem State College 1980 — 1981
The Boston Conservatory 1976 — 1980
Bachelor Of Music
Stephen Barreca's Sun Life Financial Experience September 2014 - Present
Job Senior Stop Loss Specialist at Sun Life Financial
Industry Insurance
Chi-Ping Wang's Sun Life Financial Experience January 2000 - July 2007
Job Actuary Valuation and Modeling at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2013 - Present
Genworth Financial April 2012 - July 2013
Genworth Financial September 2008 - March 2012
Genworth Financial August 2007 - August 2008
Sun Life Financial January 2000 - July 2007
Manulife Financial 1999 - 1999
Skills
Actuarial, Actuarial Science, Valuation, Reserving, Insurance, Pricing, Reinsurance, Embedded Value, ALM, Fixed Annuities, Solvency II, GGY Axis, Economic Capital, Prophet
Education
Boston University 1998 — 1999
Master's degree, Actuarial Science
MassMutual Financial Group September 2013 - Present
Genworth Financial April 2012 - July 2013
Genworth Financial September 2008 - March 2012
Genworth Financial August 2007 - August 2008
Sun Life Financial January 2000 - July 2007
Manulife Financial 1999 - 1999
Skills
Actuarial, Actuarial Science, Valuation, Reserving, Insurance, Pricing, Reinsurance, Embedded Value, ALM, Fixed Annuities, Solvency II, GGY Axis, Economic Capital, Prophet
Education
Boston University 1998 — 1999
Master's degree, Actuarial Science
Bob Sabatino's Sun Life Financial Experience April 1999 - August 2013
Job Vice President Information Technology and Operations at Delaware Life
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial April 1999 - August 2013
Fidelity Investments December 1997 - April 1999
First Data Corporation August 1992 - December 1997
Skills
Mutual Funds, Offshoring, Succession Planning, Production Support, Risk Management, Executive Management, SDLC, Process Engineering
Education
Boston University
Master's Degree, Education
Florida State University
Bachelor of Science (B.S.), Education
Delaware Life August 2013 - Present
Sun Life Financial April 1999 - August 2013
Fidelity Investments December 1997 - April 1999
First Data Corporation August 1992 - December 1997
Skills
Mutual Funds, Offshoring, Succession Planning, Production Support, Risk Management, Executive Management, SDLC, Process Engineering
Education
Boston University
Master's Degree, Education
Florida State University
Bachelor of Science (B.S.), Education
Carmen LeFort's Sun Life Financial Experience December 2004 - February 2009
Job Rehab Allied Health Care Professional
Industry Nonprofit Organization Management
Experience
MODC March 2009 - Present
Sun Life Financial December 2004 - February 2009
Sun Life Financial 2001 - 2003
Sun Life Financial 2000 - 2001
Dartmouth Adult Services Centre 2000 - 2000
Izaac Walton Killam/Grace Health Centre 2000 - 2000
Regional Residential Services Society 1989 - 1999
Boston Univeristy - Sargent College of Allied Health Professions 1993 - 1995
Skills
Case Managment, Employee Benefits, Leadership Development, Insurance, Disability Management, Workshop Facilitation, Case Management, Career Development, Management, Program Development, Policy, Nonprofits, Disability Insurance, Vocational..., Conflict Resolution, Career Counseling, Customer Service, Coaching, Training
Education
Henson College - Dalhousie University/Information Technology Institute 1999 — 2000
Adult Education, Information Technology Institute
Boston University 1993 — 1995
Masters of Science, Rehabilitation Counselling
Dalhousie University 1985 — 1988
Bachelor of Science, Major: Psychology, Double Minor: Education and Philosophy
MODC March 2009 - Present
Sun Life Financial December 2004 - February 2009
Sun Life Financial 2001 - 2003
Sun Life Financial 2000 - 2001
Dartmouth Adult Services Centre 2000 - 2000
Izaac Walton Killam/Grace Health Centre 2000 - 2000
Regional Residential Services Society 1989 - 1999
Boston Univeristy - Sargent College of Allied Health Professions 1993 - 1995
Skills
Case Managment, Employee Benefits, Leadership Development, Insurance, Disability Management, Workshop Facilitation, Case Management, Career Development, Management, Program Development, Policy, Nonprofits, Disability Insurance, Vocational..., Conflict Resolution, Career Counseling, Customer Service, Coaching, Training
Education
Henson College - Dalhousie University/Information Technology Institute 1999 — 2000
Adult Education, Information Technology Institute
Boston University 1993 — 1995
Masters of Science, Rehabilitation Counselling
Dalhousie University 1985 — 1988
Bachelor of Science, Major: Psychology, Double Minor: Education and Philosophy
Heidi Eadie's Sun Life Financial Experience 1999 - 2000
Job Sr. Financial Analyst at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation August 2006 - Present
TransFirst 2004 - 2006
Shorenstein Realty Services 2001 - 2004
Gap 2000 - 2001
Sun Life Financial 1999 - 2000
Skills
Electronic Payments, Payment Card Processing, Credit Cards, Payments, Financial Risk, Portfolio Management, Debit Cards, Mobile Payments, E-commerce, Vendor Management, Treasury Management, Account Reconciliation, Forecasting, Financial Analysis, Banking, Strategy
Education
Golden Gate University
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Boston University
First Data Corporation August 2006 - Present
TransFirst 2004 - 2006
Shorenstein Realty Services 2001 - 2004
Gap 2000 - 2001
Sun Life Financial 1999 - 2000
Skills
Electronic Payments, Payment Card Processing, Credit Cards, Payments, Financial Risk, Portfolio Management, Debit Cards, Mobile Payments, E-commerce, Vendor Management, Treasury Management, Account Reconciliation, Forecasting, Financial Analysis, Banking, Strategy
Education
Golden Gate University
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Boston University
Karen Kurgan's Sun Life Financial Experience September 2006 - Present
Job Vocational Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2006 - Present
Occupational Resource Network 2004 - 2006
Liberty Mutual April 2001 - September 2004
Skills
Disability Management, Disability Insurance, Insurance, Case Management, Disabilities, Workers Compensation, Employee Benefits, Claim, Career Counseling, Career Development, Resume Writing, Coaching
Education
Boston University 1987 — 1990
Master's degree, Vocational Rehabilitation Counseling/Counselor
Salem State University 1983 — 1987
Bachelor's degree, Psychology
Sun Life Financial September 2006 - Present
Occupational Resource Network 2004 - 2006
Liberty Mutual April 2001 - September 2004
Skills
Disability Management, Disability Insurance, Insurance, Case Management, Disabilities, Workers Compensation, Employee Benefits, Claim, Career Counseling, Career Development, Resume Writing, Coaching
Education
Boston University 1987 — 1990
Master's degree, Vocational Rehabilitation Counseling/Counselor
Salem State University 1983 — 1987
Bachelor's degree, Psychology
Christy McKinney's Sun Life Financial Experience October 2011 - Present
Job LTD Benefits Analyst at Sun Life Financial
Industry Security and Investigations
Experience
Sun Life Financial October 2011 - Present
Capital Investigating and Adjusting May 2010 - September 2011
Hallmark Investigation Bureau January 2010 - June 2011
Skills
Investigation, Surveillance, Interviewing, Criminal Investigations, Investigations, Training Skills, Community Relations, Community Outreach, Report Writing, Training, Skip Tracing, Private Investigations, Interviews, Internal Investigations, Research, Background Checks, Community Development, Executive Protection, Corporate Security, Fraud
Education
Boston University 2010 — 2010
Certificate, Professional Investigation
Saint Joseph's College 1995 — 1999
B.S., Elementary Education
Sun Life Financial October 2011 - Present
Capital Investigating and Adjusting May 2010 - September 2011
Hallmark Investigation Bureau January 2010 - June 2011
Skills
Investigation, Surveillance, Interviewing, Criminal Investigations, Investigations, Training Skills, Community Relations, Community Outreach, Report Writing, Training, Skip Tracing, Private Investigations, Interviews, Internal Investigations, Research, Background Checks, Community Development, Executive Protection, Corporate Security, Fraud
Education
Boston University 2010 — 2010
Certificate, Professional Investigation
Saint Joseph's College 1995 — 1999
B.S., Elementary Education
Andrew C. Slotnick's Sun Life Financial Experience February 2011 - February 2012
Job senior data engineer at GrubHub Inc.
Industry Information Technology and Services
Experience
GrubHub Inc. February 2015 - Present
GrubHub Inc. December 2012 - January 2015
Dell February 2012 - November 2012
Sun Life Financial February 2011 - February 2012
Skills
SQL, Python, Data Analysis, Redshift, Data Quality, ETL, MySQL, Git, Tableau, Excel, Saxophone
Education
Boston University 2005 — 2009
B.A., Computer Science
Berklee College of Music
Music Production and Engineering
Boston Latin School
GrubHub Inc. February 2015 - Present
GrubHub Inc. December 2012 - January 2015
Dell February 2012 - November 2012
Sun Life Financial February 2011 - February 2012
Skills
SQL, Python, Data Analysis, Redshift, Data Quality, ETL, MySQL, Git, Tableau, Excel, Saxophone
Education
Boston University 2005 — 2009
B.A., Computer Science
Berklee College of Music
Music Production and Engineering
Boston Latin School
Cindy Mu, CFA's Sun Life Financial Experience July 2006 - June 2011
Job Research Analyst at Artisan Partners
Industry Investment Management
Experience
Artisan Partners July 2013 - Present
Artisan Partners June 2012 - September 2012
Sun Life Financial July 2006 - June 2011
Skills
Financial Modeling, Equity Research, Bloomberg, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Boston University
Sun Yat-Sen University
Artisan Partners July 2013 - Present
Artisan Partners June 2012 - September 2012
Sun Life Financial July 2006 - June 2011
Skills
Financial Modeling, Equity Research, Bloomberg, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Boston University
Sun Yat-Sen University
Kerry Wasgatt, MBA's Sun Life Financial Experience August 2012 - Present
Job Associate Director, Marketing at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
Sun Life Financial December 2009 - August 2012
Sun Life Financial April 2006 - December 2009
MetLife April 2004 - April 2006
MetLife November 2002 - April 2004
New England Financial September 2000 - October 2002
Skills
Series 6, Insurance, Marketing Strategy, Direct Marketing, Marketing, Retirement Planning, Financial Services, Strategic Planning, Social Media Marketing, Email Marketing, Marketing Communications, Digital Marketing, Disability Insurance, Market Research, Project Management, Competitive Analysis, Strategy, Integrated Marketing
Education
Simmons College - Simmons School of Management 2010 — 2013
Masters of Business Administration, Organizational Leadership and Global Management
Boston College - Carroll School of Management 1996 — 2000
B.A., Marketing
Sun Life Financial August 2012 - Present
Sun Life Financial December 2009 - August 2012
Sun Life Financial April 2006 - December 2009
MetLife April 2004 - April 2006
MetLife November 2002 - April 2004
New England Financial September 2000 - October 2002
Skills
Series 6, Insurance, Marketing Strategy, Direct Marketing, Marketing, Retirement Planning, Financial Services, Strategic Planning, Social Media Marketing, Email Marketing, Marketing Communications, Digital Marketing, Disability Insurance, Market Research, Project Management, Competitive Analysis, Strategy, Integrated Marketing
Education
Simmons College - Simmons School of Management 2010 — 2013
Masters of Business Administration, Organizational Leadership and Global Management
Boston College - Carroll School of Management 1996 — 2000
B.A., Marketing
Danielle Blackley's Sun Life Financial Experience November 2000 - Present
Job Paralegal at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2000 - Present
Medford Savings Bank March 1993 - November 2000
Guaranty First Trust Company November 1981 - March 1993
Skills
Legal Research, Document Drafting, Insurance Law
Education
Boston University 2007 — 2007
Paralegal Certificate, Law
Gen. H. H. Arnold High Scholl 1966 — 1967
High School Diploma
Sun Life Financial November 2000 - Present
Medford Savings Bank March 1993 - November 2000
Guaranty First Trust Company November 1981 - March 1993
Skills
Legal Research, Document Drafting, Insurance Law
Education
Boston University 2007 — 2007
Paralegal Certificate, Law
Gen. H. H. Arnold High Scholl 1966 — 1967
High School Diploma
Hong Gao's Sun Life Financial Experience September 2000 - July 2009
Job Actuarial at GAFG
Industry Financial Services
Experience
Global Atlantic Financial Group Limited August 2014 - Present
Boston University January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
Sun Life Financial September 2000 - July 2009
Skills
Financial Risk, Risk Management, Valuation, Financial Analysis, ALM, Economic Capital, Hedging, Analysis, US GAAP, Investment Strategies, Actuarial Science, Options, Process Improvement, Insurance, Product Management, Pricing, Project Management, Variable Annuities
Education
Boston University 1999 — 2001
MS, Actuarial Science
Fudan University 1992 — 1997
BA, Mathematics
Global Atlantic Financial Group Limited August 2014 - Present
Boston University January 2013 - Present
John Hancock Life Insurance Company (U.S.A.) July 2009 - Present
Sun Life Financial September 2000 - July 2009
Skills
Financial Risk, Risk Management, Valuation, Financial Analysis, ALM, Economic Capital, Hedging, Analysis, US GAAP, Investment Strategies, Actuarial Science, Options, Process Improvement, Insurance, Product Management, Pricing, Project Management, Variable Annuities
Education
Boston University 1999 — 2001
MS, Actuarial Science
Fudan University 1992 — 1997
BA, Mathematics
Maureen R. Berube's Sun Life Financial Experience Senior Field Adjuster -- Fire & CasualtyState Farm Insurance1978 - 1996
Job Group Life Claim Associate at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Senior Field Adjuster -- Fire & CasualtyState Farm Insurance1978 - 1996
Skills
Claim, Casualty, Insurance, Disability Insurance, Employee Benefits, Leadership, Customer Service, Management, Team Leadership, Training Delivery, Public Speaking, Microsoft Word
Education
Boston College
Bachelor's degree, Education
Sun Life Financial Senior Field Adjuster -- Fire & CasualtyState Farm Insurance1978 - 1996
Skills
Claim, Casualty, Insurance, Disability Insurance, Employee Benefits, Leadership, Customer Service, Management, Team Leadership, Training Delivery, Public Speaking, Microsoft Word
Education
Boston College
Bachelor's degree, Education
Eileen Scaringi's Sun Life Financial Experience September 1972 - December 1998
Job substitute per diem at Peabody School
Industry Education Management
Experience
Peabody School October 2006 - Present
Peabody School January 2001 - December 2003
Sun Life Financial September 1972 - December 1998
Education
Boston University 1965 — 1969
Master of Divinity (MDiv), Theological and Ministerial Studies
Boston University 1961 — 1965
Biology, General
Peabody School October 2006 - Present
Peabody School January 2001 - December 2003
Sun Life Financial September 1972 - December 1998
Education
Boston University 1965 — 1969
Master of Divinity (MDiv), Theological and Ministerial Studies
Boston University 1961 — 1965
Biology, General
Monica Zielinski, LMHC's Sun Life Financial Experience September 2007 - February 2008
Job Clinical Coordinator at The Home for Little Wanderers
Industry Nonprofit Organization Management
Experience
The Home for Little Wanderers August 2014 - Present
The Home for Little Wanderers September 2011 - August 2014
The Cambridgeport School September 2010 - June 2011
Sun Life Financial September 2007 - February 2008
Dana-Farber Cancer Institute January 2007 - May 2007
Skills
Adolescents, Therapists, Psychology, Mental Health Counseling, Children, Family Therapy, Play Therapy, Case Management Services, Advocacy, School Adjustment..., IEP, Therapy, Therapeutic Mentoring, Team Management
Education
Lesley University 2008 — 2011
Master of Arts (MA), Clinical Mental Health Counseling and School Adjustment Counseling
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Human Development and Child in Society
The Home for Little Wanderers August 2014 - Present
The Home for Little Wanderers September 2011 - August 2014
The Cambridgeport School September 2010 - June 2011
Sun Life Financial September 2007 - February 2008
Dana-Farber Cancer Institute January 2007 - May 2007
Skills
Adolescents, Therapists, Psychology, Mental Health Counseling, Children, Family Therapy, Play Therapy, Case Management Services, Advocacy, School Adjustment..., IEP, Therapy, Therapeutic Mentoring, Team Management
Education
Lesley University 2008 — 2011
Master of Arts (MA), Clinical Mental Health Counseling and School Adjustment Counseling
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Human Development and Child in Society
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.