Sun Life Financial
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 0345 072 0223 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sun Life Financial Salaries. You can even request information on how much does Sun Life Financial pay if you want to. Learn about salaries, pros and cons of working for Sun Life Financial directly from the past employees.
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6,256 Sun Life Financial employees in database. Find out everything there's to know about Sun Life Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sun Life Financial Employees
Employee
Years
Job
Industry
Sonyalee Medeiros Sonyalee Medeiros's Sun Life Financial Experience September 2013 - August 2014
Job Independent Financial Advisor
Industry Financial Services
Experience
DBA Sonyalee Medeiros January 2014 - Present
Sun Life Financial September 2013 - August 2014
New York Life Insurance Company 2010 - January 2014
South County Hospital Healthcare System September 2012 - December 2012
Self Employed May 2008 - September 2010
Boyko Memorial Funeral Home January 2003 - June 2009
University of Saint Joseph August 2005 - August 2006
Skills
Patient Financial..., Medical Billing, Self-insurance, Insurance Appeals, Patient Financial..., Management, Process Design, Training, Operations, Employee Benefits, Finance, Contestability, Health Insurance, Investments, Fixed Annuities, Long-term Care, Wealth Accumulation, Estate Planning, Project Planning, Long Term Care Insurance, Disability Insurance, Wealth, Retirement, 401k, Term Life Insurance, Financial Services, IRAs, FINRA, Strategic Financial..., Succession Planning, Series 6, Key Person Insurance, Financial Planning, Financial Advisory, Retirement Planning, Insurance, Life Insurance, Whole Life
Education
Bristol Community College 2014 — 2015
Associate's Degree, Financial Management
Bristol Community College 2006 — 2009
Business Administration
Saint Joseph College 2005 — 2006
International Studies
Bishop Connolly High School 2002 — 2005
Joseph Case High School 2002 — 2005
DBA Sonyalee Medeiros January 2014 - Present
Sun Life Financial September 2013 - August 2014
New York Life Insurance Company 2010 - January 2014
South County Hospital Healthcare System September 2012 - December 2012
Self Employed May 2008 - September 2010
Boyko Memorial Funeral Home January 2003 - June 2009
University of Saint Joseph August 2005 - August 2006
Skills
Patient Financial..., Medical Billing, Self-insurance, Insurance Appeals, Patient Financial..., Management, Process Design, Training, Operations, Employee Benefits, Finance, Contestability, Health Insurance, Investments, Fixed Annuities, Long-term Care, Wealth Accumulation, Estate Planning, Project Planning, Long Term Care Insurance, Disability Insurance, Wealth, Retirement, 401k, Term Life Insurance, Financial Services, IRAs, FINRA, Strategic Financial..., Succession Planning, Series 6, Key Person Insurance, Financial Planning, Financial Advisory, Retirement Planning, Insurance, Life Insurance, Whole Life
Education
Bristol Community College 2014 — 2015
Associate's Degree, Financial Management
Bristol Community College 2006 — 2009
Business Administration
Saint Joseph College 2005 — 2006
International Studies
Bishop Connolly High School 2002 — 2005
Joseph Case High School 2002 — 2005
Taryn Martiniello Taryn Martiniello's Sun Life Financial Experience August 2014 - Present
Job Lean Solutions Senior Consultant
Industry Financial Services
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial August 2011 - August 2014
Sun Life Financial June 2010 - August 2010
Wilmington Youth Soccer Association July 2008 - August 2010
Skills
Leadership Development, Employee Benefits, Leadership, Customer Service, Project Management, Data Analysis, Management, Analysis, Public Speaking, Microsoft Excel, Lean Six Sigma, DMAIC, Black Belt, Process Improvement, Strategy, Microsoft Office, Research, PowerPoint
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Arts (MA), International Finance and Economics
Copenhagen Business School 2011 — 2011
ISUP, Economics
Brandeis University 2007 — 2011
Bachelor of Arts (BA), Economics and Business; Italian Studies minor
Sun Life Financial August 2014 - Present
Sun Life Financial August 2011 - August 2014
Sun Life Financial June 2010 - August 2010
Wilmington Youth Soccer Association July 2008 - August 2010
Skills
Leadership Development, Employee Benefits, Leadership, Customer Service, Project Management, Data Analysis, Management, Analysis, Public Speaking, Microsoft Excel, Lean Six Sigma, DMAIC, Black Belt, Process Improvement, Strategy, Microsoft Office, Research, PowerPoint
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Arts (MA), International Finance and Economics
Copenhagen Business School 2011 — 2011
ISUP, Economics
Brandeis University 2007 — 2011
Bachelor of Arts (BA), Economics and Business; Italian Studies minor
Pamela Gooley Pamela Gooley's Sun Life Financial Experience July 2006 - Present
Job Business Process Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2006 - Present
Sun Life Financial May 2004 - Present
Washington Mutual September 2001 - March 2004
Skills
Business Process..., Business Analysis, Business Process, Process Improvement, Requirements Gathering, Analysis, Project Management, Management, Risk Management, Change Management, Leadership, Team Leadership, SDLC, Banking, Requirements Analysis, Data Analysis, Financial Analysis, Access, Operations Management, Finance, Call Centers, Project Delivery, Microsoft Office, Integration, Financial Services
Education
Bridgewater State College 2008 — 2013
Master of Business Administration (MBA), Information Technology
Bridgewater State College 1997 — 2001
Bachelor of Science (BS), Operations Management and Supervision
Sun Life Financial July 2006 - Present
Sun Life Financial May 2004 - Present
Washington Mutual September 2001 - March 2004
Skills
Business Process..., Business Analysis, Business Process, Process Improvement, Requirements Gathering, Analysis, Project Management, Management, Risk Management, Change Management, Leadership, Team Leadership, SDLC, Banking, Requirements Analysis, Data Analysis, Financial Analysis, Access, Operations Management, Finance, Call Centers, Project Delivery, Microsoft Office, Integration, Financial Services
Education
Bridgewater State College 2008 — 2013
Master of Business Administration (MBA), Information Technology
Bridgewater State College 1997 — 2001
Bachelor of Science (BS), Operations Management and Supervision
Alison Dillon's Sun Life Financial Experience August 2010 - September 2012
Job Market Development Manager at Endurance International Group
Industry Management Consulting
Experience
Endurance International Group March 2015 - Present
Micronotes Inc June 2008 - Present
Newton Strategy Group October 2012 - February 2015
Sun Life Financial August 2010 - September 2012
Skills
Investments, Financial Analysis, Financial Modeling, Bloomberg, Economics, Analysis, Strategy, Strategic Financial..., Finance, Leadership Development, Valuation, Private Equity, Data Analysis, Due Diligence, Corporate Finance
Education
Brandeis University 2006 — 2010
BA, Economics, French, International and Global Studies, Summa Cum Laude
Universities of Paris IV: La Sorbonne & Paris IX: Dauphine with Academic Programs Abroad 2008 — 2009
Art History, Economics, Literature
Endurance International Group March 2015 - Present
Micronotes Inc June 2008 - Present
Newton Strategy Group October 2012 - February 2015
Sun Life Financial August 2010 - September 2012
Skills
Investments, Financial Analysis, Financial Modeling, Bloomberg, Economics, Analysis, Strategy, Strategic Financial..., Finance, Leadership Development, Valuation, Private Equity, Data Analysis, Due Diligence, Corporate Finance
Education
Brandeis University 2006 — 2010
BA, Economics, French, International and Global Studies, Summa Cum Laude
Universities of Paris IV: La Sorbonne & Paris IX: Dauphine with Academic Programs Abroad 2008 — 2009
Art History, Economics, Literature
Anna Kaufman's Sun Life Financial Experience June 2013 - Present
Job Customer Experience Program Manager | Distinguished Toastmaster | Net Promoter® Certified Associate
Industry Financial Services
Experience
Sun Life Financial June 2013 - Present
Sun Life Financial August 2012 - July 2013
Sun Life Financial August 2011 - July 2012
Sun Life Financial February 2011 - July 2011
Sun Life Financial of Canada August 2010 - January 2011
Office of the Provost, Brandeis University September 2007 - May 2010
Warnaco Italy s.r.l. – Licensor for Calvin Klein Jeans, Milan, Italy June 2009 - August 2009
Press Office, Municipality of Milan January 2009 - May 2009
CISCRP, The Center for Information & Study on Clinical Research Participation May 2008 - August 2008
Harvard Business School Publishing June 2007 - August 2007
Skills
Leadership, Public Speaking, Program Management, Customer Experience, Microsoft Excel, Strategy, Management, Event Planning, Toastmasters, Proofreading, Access, PowerPoint, Microsoft Word, Visio, SPSS, Fundraising, Catering, Internal Communications, Research, Data Analysis, Copy Editing, Microsoft Office, Customer Service, Project Management
Education
Brandeis University 2006 — 2010
B.A, Economics, Minor in Business
Institute for the International Education of Students Abroad 2009 — 2009
Economics, Italian
Università Bocconi 2009 — 2009
Economics and Management
Sun Life Financial June 2013 - Present
Sun Life Financial August 2012 - July 2013
Sun Life Financial August 2011 - July 2012
Sun Life Financial February 2011 - July 2011
Sun Life Financial of Canada August 2010 - January 2011
Office of the Provost, Brandeis University September 2007 - May 2010
Warnaco Italy s.r.l. – Licensor for Calvin Klein Jeans, Milan, Italy June 2009 - August 2009
Press Office, Municipality of Milan January 2009 - May 2009
CISCRP, The Center for Information & Study on Clinical Research Participation May 2008 - August 2008
Harvard Business School Publishing June 2007 - August 2007
Skills
Leadership, Public Speaking, Program Management, Customer Experience, Microsoft Excel, Strategy, Management, Event Planning, Toastmasters, Proofreading, Access, PowerPoint, Microsoft Word, Visio, SPSS, Fundraising, Catering, Internal Communications, Research, Data Analysis, Copy Editing, Microsoft Office, Customer Service, Project Management
Education
Brandeis University 2006 — 2010
B.A, Economics, Minor in Business
Institute for the International Education of Students Abroad 2009 — 2009
Economics, Italian
Università Bocconi 2009 — 2009
Economics and Management
Matthew Bender's Sun Life Financial Experience August 2015 - Present
Job Marketing Manager, Sponsorships and Events (Rotational Leadership Development Program) at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial August 2013 - August 2014
BOES Inc. April 2010 - August 2013
Sun Life Global Investments May 2012 - September 2012
UPI Energy LP June 2008 - October 2010
Skills
Retail, Merchandising, Visual Merchandising, Customer Service, Sales, Retail Sales, Inventory Management, Marketing, Loss Prevention, Multi-channel Retail, Customer Satisfaction, Advertising, Planograms, Social Media Marketing, Time Management, Social Media, Account Management, Customer Experience, Microsoft Office, Project Planning, Project Management, Project Coordination, Web Development, Graphic Design, Marketing Communications, Digital Marketing
Education
Brock University 2008 — 2013
Honours Bachelor of Business Administration, major in Marketing, Business
University of South Australia 2011 — 2011
International Exchange, Business
Sun Life Financial August 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial August 2013 - August 2014
BOES Inc. April 2010 - August 2013
Sun Life Global Investments May 2012 - September 2012
UPI Energy LP June 2008 - October 2010
Skills
Retail, Merchandising, Visual Merchandising, Customer Service, Sales, Retail Sales, Inventory Management, Marketing, Loss Prevention, Multi-channel Retail, Customer Satisfaction, Advertising, Planograms, Social Media Marketing, Time Management, Social Media, Account Management, Customer Experience, Microsoft Office, Project Planning, Project Management, Project Coordination, Web Development, Graphic Design, Marketing Communications, Digital Marketing
Education
Brock University 2008 — 2013
Honours Bachelor of Business Administration, major in Marketing, Business
University of South Australia 2011 — 2011
International Exchange, Business
Paula Tyler Paula Tyler's Sun Life Financial Experience 2004 - February 2013
Job Business Systems Sr. Analyst, CBAP® at The TJX Companies, Inc.
Industry Information Technology and Services
Experience
TJX February 2013 - Present
Sun Life Financial 2004 - February 2013
Putnam Investments 2001 - 2004
Skills
Business Requirements, Requirements Analysis, Software Requirements, Functional Requirements, Team Leadership, Data Analysis, SDLC, Change Management, Facilitators, Mutual Funds, Insurance, Investments, Certified Business..., Project Coordination, Functional..., Systems Analysis, Requirements Gathering, Waterfall, Business Analysis, User Acceptance Testing, BABOK, Business Process, Business Process..., Leadership, Mainframe, Management, Regression Testing, Visio, Gap Analysis
Education
Boston University 2011 — 2011
Business Analysis certificate
International Institute of Business Analysis 2011 — 2011
Certified Business Analysis Professional
Dean College
Associate of Science (A.S.), High honors
TJX February 2013 - Present
Sun Life Financial 2004 - February 2013
Putnam Investments 2001 - 2004
Skills
Business Requirements, Requirements Analysis, Software Requirements, Functional Requirements, Team Leadership, Data Analysis, SDLC, Change Management, Facilitators, Mutual Funds, Insurance, Investments, Certified Business..., Project Coordination, Functional..., Systems Analysis, Requirements Gathering, Waterfall, Business Analysis, User Acceptance Testing, BABOK, Business Process, Business Process..., Leadership, Mainframe, Management, Regression Testing, Visio, Gap Analysis
Education
Boston University 2011 — 2011
Business Analysis certificate
International Institute of Business Analysis 2011 — 2011
Certified Business Analysis Professional
Dean College
Associate of Science (A.S.), High honors
Amr Dundarawy's Sun Life Financial Experience November 2001 - March 2009
Job Experienced and pragmatic senior IT leader crossfunctional & distributed teams
Industry Information Technology and Services
Experience
Mayhemic Media LLC October 2012 - Present
Zenith Insurance Company (United States) February 2011 - October 2012
Lincoln Financial Group March 2009 - October 2010
Sun Life Financial November 2001 - March 2009
Liberty Mutual Insurance June 2000 - November 2001
CIT Group 1999 - 2000
Skills
Vendor Management, SDLC, PMO, Business Analysis, Process Improvement, Program Management, PMP, Insurance, Project Management, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Governance, Product Management, Quality Assurance, E-commerce, Talent Acquisition, IT Strategy, Strategic IT Management
Education
Boston University Questrom School of Business 2004 — 2005
MA, Investment Management/Finance
Boston University Questrom School of Business 1994 — 1998
BSBA, Marketing
Mayhemic Media LLC October 2012 - Present
Zenith Insurance Company (United States) February 2011 - October 2012
Lincoln Financial Group March 2009 - October 2010
Sun Life Financial November 2001 - March 2009
Liberty Mutual Insurance June 2000 - November 2001
CIT Group 1999 - 2000
Skills
Vendor Management, SDLC, PMO, Business Analysis, Process Improvement, Program Management, PMP, Insurance, Project Management, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Governance, Product Management, Quality Assurance, E-commerce, Talent Acquisition, IT Strategy, Strategic IT Management
Education
Boston University Questrom School of Business 2004 — 2005
MA, Investment Management/Finance
Boston University Questrom School of Business 1994 — 1998
BSBA, Marketing
Michael Savage, CFA Michael Savage, CFA's Sun Life Financial Experience 1993 - 2011
Job Investment Professional Charles Schwab & Co.
Industry Investment Management
Experience
Charles Schwab 2012 - Present
Social Finance (SoFi) 2012 - 2012
Sun Life Financial 1993 - 2011
Arthur Andersen & Co. September 1990 - May 1993
Skills
Trading, Portfolio Management, Fixed Income Analysis, Fixed Income, Investments, Asset Managment, Alternative Investments, Equities, Asset Allocation, Capital Markets, Bloomberg, Investment Management, Mutual Funds, Investment Strategies, Securities, Series 7, Bonds, Finance
Education
Boston University - School of Management 1990 — 1991
MBA, Business
Colby College
Bachelors degree, Business & Math
Laguna Blanca School
Charles Schwab 2012 - Present
Social Finance (SoFi) 2012 - 2012
Sun Life Financial 1993 - 2011
Arthur Andersen & Co. September 1990 - May 1993
Skills
Trading, Portfolio Management, Fixed Income Analysis, Fixed Income, Investments, Asset Managment, Alternative Investments, Equities, Asset Allocation, Capital Markets, Bloomberg, Investment Management, Mutual Funds, Investment Strategies, Securities, Series 7, Bonds, Finance
Education
Boston University - School of Management 1990 — 1991
MBA, Business
Colby College
Bachelors degree, Business & Math
Laguna Blanca School
Derrik Bullen's Sun Life Financial Experience January 2004 - December 2010
Job Regional Sales Vice President
Industry Insurance
Experience
MetLife November 2014 - Present
Capitas Financial January 2013 - November 2014
The Smith Companies January 2011 - March 2013
Sun Life Financial January 2004 - December 2010
Skills
Sales Presentations, Series 63, Retirement Planning, Insurance, Retirement, Salesforce.com, Series 6, Estate Planning, PowerPoint, Excel, Problem Solving, Business Planning, Microsoft Office, Siebel, New Business Development, Customer Relations, Sales Process, Microsoft Excel, Fixed Annuities
Education
Bridgewater State College 1998 — 2003
Bachelor of Arts, Graphic Design
MetLife November 2014 - Present
Capitas Financial January 2013 - November 2014
The Smith Companies January 2011 - March 2013
Sun Life Financial January 2004 - December 2010
Skills
Sales Presentations, Series 63, Retirement Planning, Insurance, Retirement, Salesforce.com, Series 6, Estate Planning, PowerPoint, Excel, Problem Solving, Business Planning, Microsoft Office, Siebel, New Business Development, Customer Relations, Sales Process, Microsoft Excel, Fixed Annuities
Education
Bridgewater State College 1998 — 2003
Bachelor of Arts, Graphic Design
Julie Green's Sun Life Financial Experience May 1999 - October 2004
Job Director, Service Center at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group June 2014 - Present
Sentinel Benefits & Financial Group October 2013 - June 2014
Sentinel Benefits & Financial Group October 2012 - October 2013
Town of Fitzwilliam January 2010 - December 2011
Olive Kids Direct, LLC October 2004 - April 2008
Sun Life Financial May 1999 - October 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, New Business Development, Leadership, Budgets, PowerPoint, Process Improvement, Sales
Education
Bridgewater State University 1994 — 1999
BA, English
Sentinel Benefits & Financial Group June 2014 - Present
Sentinel Benefits & Financial Group October 2013 - June 2014
Sentinel Benefits & Financial Group October 2012 - October 2013
Town of Fitzwilliam January 2010 - December 2011
Olive Kids Direct, LLC October 2004 - April 2008
Sun Life Financial May 1999 - October 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, New Business Development, Leadership, Budgets, PowerPoint, Process Improvement, Sales
Education
Bridgewater State University 1994 — 1999
BA, English
Bryan Fuller's Sun Life Financial Experience December 2010 - October 2012
Job Internal Audit Supervisor at Wolf & Company, P.C.
Industry Financial Services
Experience
Wolf & Company, P.C. August 2015 - Present
State Street September 2013 - November 2014
State Street September 2013 - November 2014
NICHQ October 2012 - July 2013
Sun Life Financial December 2010 - October 2012
Bain Capital December 2007 - August 2010
Deloitte & Touche December 2004 - December 2007
US Army 1994 - 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Modeling, Due Diligence, Finance, Internal Audit, Corporate Finance, Process Improvement, Risk Management, Investments, Mergers & Acquisitions, ADP Payroll, Great Plains Software, Employee Benefits
Education
Boston University - School of Management 2003 — 2004
MBA, Finance
Wolf & Company, P.C. August 2015 - Present
State Street September 2013 - November 2014
State Street September 2013 - November 2014
NICHQ October 2012 - July 2013
Sun Life Financial December 2010 - October 2012
Bain Capital December 2007 - August 2010
Deloitte & Touche December 2004 - December 2007
US Army 1994 - 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Modeling, Due Diligence, Finance, Internal Audit, Corporate Finance, Process Improvement, Risk Management, Investments, Mergers & Acquisitions, ADP Payroll, Great Plains Software, Employee Benefits
Education
Boston University - School of Management 2003 — 2004
MBA, Finance
Susan Tagger's Sun Life Financial Experience 2000 - 2004
Job District Regional Customer Support Coordinator at Symmons Industries
Industry Consumer Goods
Experience
Symmons Industries October 2009 - Present
W.P. Haney Co. 2005 - 2009
Sun Life Financial 2000 - 2004
Skills
Purchasing, Inventory Management, Sales, Cross-functional Team..., Product Development, Project Management, Analysis
Education
Bridgewater State University
Symmons Industries October 2009 - Present
W.P. Haney Co. 2005 - 2009
Sun Life Financial 2000 - 2004
Skills
Purchasing, Inventory Management, Sales, Cross-functional Team..., Product Development, Project Management, Analysis
Education
Bridgewater State University
Joyelle Vadenais Joyelle Vadenais's Sun Life Financial Experience April 2001 - Present
Job Operation Coordinator at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2001 - Present
Skills
Process Improvement, Training, Life Insurance, Fixed Annuities, Insurance, Customer Service, Customer Experience, Employee Benefits, Microsoft Excel, Lotus Notes, Microsoft Word, Call Centers, Microsoft Office, Software Documentation, Data Analysis, Administrative..., Data Entry, Coaching, Employee Relations, Office Management, Leadership, Quality Assurance, Sales, Strategic Planning, Telephone Skills, Time Management, Visio
Education
Bridgewater State University 1996 — 2001
Bachelor, Psychology
Mount Ida College 1995 — 1996
N/a, Elementary Education and Teaching
Sun Life Financial April 2001 - Present
Skills
Process Improvement, Training, Life Insurance, Fixed Annuities, Insurance, Customer Service, Customer Experience, Employee Benefits, Microsoft Excel, Lotus Notes, Microsoft Word, Call Centers, Microsoft Office, Software Documentation, Data Analysis, Administrative..., Data Entry, Coaching, Employee Relations, Office Management, Leadership, Quality Assurance, Sales, Strategic Planning, Telephone Skills, Time Management, Visio
Education
Bridgewater State University 1996 — 2001
Bachelor, Psychology
Mount Ida College 1995 — 1996
N/a, Elementary Education and Teaching
Brandon Frank's Sun Life Financial Experience August 2015 - Present
Job Predictive Modeling Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial August 2014 - August 2015
P/E Investments LLC July 2013 - August 2013
La Fundación Paraguaya May 2012 - August 2012
Brandeis University August 2011 - May 2012
Match Point Tennis (Princeton, NJ) May 2011 - August 2011
Skills
Leadership, Research, Teaching, Qualitative Research, Entrepreneurship, Event Planning, Time Management, Microsoft Office, Data Analysis, Economics, Public Speaking, Microsoft Excel, Microsoft Word, Social Media
Education
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Sun Life Financial August 2015 - Present
Sun Life Financial August 2014 - August 2015
P/E Investments LLC July 2013 - August 2013
La Fundación Paraguaya May 2012 - August 2012
Brandeis University August 2011 - May 2012
Match Point Tennis (Princeton, NJ) May 2011 - August 2011
Skills
Leadership, Research, Teaching, Qualitative Research, Entrepreneurship, Event Planning, Time Management, Microsoft Office, Data Analysis, Economics, Public Speaking, Microsoft Excel, Microsoft Word, Social Media
Education
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Gavin Jung, CFP, PFP, FCSI Gavin Jung, CFP, PFP, FCSI's Sun Life Financial Experience 2010 - 2013
Job Managing Director at Insured 2 Day
Industry Financial Services
Experience
Insured 2 Day 2013 - Present
PPI Solutions 2013 - 2013
Sun Life Financial 2010 - 2013
RBC Wealth Management / RBC Insurance 2008 - 2009
Desjardins Financial Security Independent Network 2006 - 2008
Foresters 2005 - 2006
Generation Financial 2000 - 2005
IBM 1996 - 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Disability Insurance, Insurance, Critical Illness, Wealth, Sales Management, Sales Presentations, Presentation Development, Term Life Insurance, Financial Planners, Retirement, Financial Advisory, Fixed Annuities, Wealth Management..., Investment Strategies, Income Protection, Financial Services, Wealth Accumulation, Pensions, Life Insurance, Retirement Savings, High Net Worth..., Long-term Care, Estate Planning, Recruiting, Business Coaching, Alternative Investments, Universal Life, Investment Advisory, Securities, Finance, Savings, Personal Financial..., Health Insurance, Asset Allocation, Variable Annuities, Portfolio Management, Financial Planning
Education
CSI - Canadian Securities Institute 2011 — 2011
CSC - Canadian Securities Course
CSI - Canadian Securities Institute 2010 — 2010
PFPC, Personal Financial Planning Course
IFIC - Investment Funds Institute of Canada 2006 — 2006
Branch Managers Course
Douglas College 1982 — 1985
Business and Marketing Diploma Program
British Columbia Institute of Technology / BCIT 1982 — 1983
Advertising and Public Relations Program
University of East Asia 1981 — 1982
Business Management Program
IFIC - Investment Funds Institute of Canada
Mutual Fund Licensing Course
Alberta Insurance Council
LLQP, Life Insurance Licensing Course - Level 1 & 2, Accident & Sickness Licensing
Insured 2 Day 2013 - Present
PPI Solutions 2013 - 2013
Sun Life Financial 2010 - 2013
RBC Wealth Management / RBC Insurance 2008 - 2009
Desjardins Financial Security Independent Network 2006 - 2008
Foresters 2005 - 2006
Generation Financial 2000 - 2005
IBM 1996 - 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Disability Insurance, Insurance, Critical Illness, Wealth, Sales Management, Sales Presentations, Presentation Development, Term Life Insurance, Financial Planners, Retirement, Financial Advisory, Fixed Annuities, Wealth Management..., Investment Strategies, Income Protection, Financial Services, Wealth Accumulation, Pensions, Life Insurance, Retirement Savings, High Net Worth..., Long-term Care, Estate Planning, Recruiting, Business Coaching, Alternative Investments, Universal Life, Investment Advisory, Securities, Finance, Savings, Personal Financial..., Health Insurance, Asset Allocation, Variable Annuities, Portfolio Management, Financial Planning
Education
CSI - Canadian Securities Institute 2011 — 2011
CSC - Canadian Securities Course
CSI - Canadian Securities Institute 2010 — 2010
PFPC, Personal Financial Planning Course
IFIC - Investment Funds Institute of Canada 2006 — 2006
Branch Managers Course
Douglas College 1982 — 1985
Business and Marketing Diploma Program
British Columbia Institute of Technology / BCIT 1982 — 1983
Advertising and Public Relations Program
University of East Asia 1981 — 1982
Business Management Program
IFIC - Investment Funds Institute of Canada
Mutual Fund Licensing Course
Alberta Insurance Council
LLQP, Life Insurance Licensing Course - Level 1 & 2, Accident & Sickness Licensing
Lisa Siu Lisa Siu's Sun Life Financial Experience May 2007 - April 2011
Job Senior Disability Claims Specialist at Desjardins Insurance
Industry Insurance
Experience
Desjardins Financial Security April 2011 - Present
Sun Life Financial May 2007 - April 2011
Manulife Financial January 2005 - May 2007
Maritime Life March 2003 - January 2005
Canada Life September 2000 - March 2003
Insurance Corporation of British Columbia March 2000 - June 2000
Skills
Healthcare, Life Insurance, Health Insurance, Workers Compensation, Critical Illness, Term Life Insurance, Benefits Administration, Retirement, Long-term Care, Brokers, Fixed Annuities, Retirement Planning, Pensions, Underwriting, Liability
Education
British Columbia Institute of Technology / BCIT
Marketing/Marketing Management, General
Desjardins Financial Security April 2011 - Present
Sun Life Financial May 2007 - April 2011
Manulife Financial January 2005 - May 2007
Maritime Life March 2003 - January 2005
Canada Life September 2000 - March 2003
Insurance Corporation of British Columbia March 2000 - June 2000
Skills
Healthcare, Life Insurance, Health Insurance, Workers Compensation, Critical Illness, Term Life Insurance, Benefits Administration, Retirement, Long-term Care, Brokers, Fixed Annuities, Retirement Planning, Pensions, Underwriting, Liability
Education
British Columbia Institute of Technology / BCIT
Marketing/Marketing Management, General
Rowena Yu Rowena Yu's Sun Life Financial Experience February 2012 - January 2014
Job Looking for opportunities
Industry Human Resources
Experience
* January 2014 - Present
Sun Life Financial February 2012 - January 2014
Sun Life Financial October 2011 - February 2012
Shaw Communications June 2010 - August 2011
Total Staffing Solutions 2009 - 2010
altisHR 2007 - 2009
Orthodontic's Practice 2004 - 2007
Skills
Recruiting, Talent Acquisition, Human Resources, Sourcing, Business Development, Management, Applicant Tracking..., Sales, Account Management, Employee Benefits, Customer Service, Training, Finance, Cold Calling
Education
British Columbia Institute of Technology
Diploma
The University of British Columbia
BA
* January 2014 - Present
Sun Life Financial February 2012 - January 2014
Sun Life Financial October 2011 - February 2012
Shaw Communications June 2010 - August 2011
Total Staffing Solutions 2009 - 2010
altisHR 2007 - 2009
Orthodontic's Practice 2004 - 2007
Skills
Recruiting, Talent Acquisition, Human Resources, Sourcing, Business Development, Management, Applicant Tracking..., Sales, Account Management, Employee Benefits, Customer Service, Training, Finance, Cold Calling
Education
British Columbia Institute of Technology
Diploma
The University of British Columbia
BA
Jason Slusarchuk Jason Slusarchuk's Sun Life Financial Experience September 2003 - January 2004
Job Healthcare Social Media Specialist
Industry Computer Software
Experience
Hootsuite Media Inc. February 2014 - Present
SAP January 2010 - February 2014
The Active Network January 2006 - January 2010
Linux Magic March 2004 - August 2005
Sun Life Financial September 2003 - January 2004
Skills
Enterprise Software, SaaS, Cloud Computing, Solution Selling, Business Intelligence, Leadership, Management, Business Development, Healthcare, Sales Process, Professional Services, Analytics, Salesforce.com, Lead Generation, Sales Operations, RFP, Strategic Partnerships, Channel Partners, Negotiation, Data Quality, Data Integration, Data Warehousing, Telecommunications, Trade Shows, Software Development, Web Application..., Ruby, Sinatra, Git, Github, HTML5, CSS, Bootstrap, JavaScript, Ruby on Rails, jQuery, Heroku
Education
British Columbia Institute of Technology / BCIT 2013 — 2014
Applied Software Development
Tealeaf Academy 2015 — 2015
Web Application Development
The Art Institute of Vancouver 1999 — 2001
Electronic Game Art and Design
Hootsuite Media Inc. February 2014 - Present
SAP January 2010 - February 2014
The Active Network January 2006 - January 2010
Linux Magic March 2004 - August 2005
Sun Life Financial September 2003 - January 2004
Skills
Enterprise Software, SaaS, Cloud Computing, Solution Selling, Business Intelligence, Leadership, Management, Business Development, Healthcare, Sales Process, Professional Services, Analytics, Salesforce.com, Lead Generation, Sales Operations, RFP, Strategic Partnerships, Channel Partners, Negotiation, Data Quality, Data Integration, Data Warehousing, Telecommunications, Trade Shows, Software Development, Web Application..., Ruby, Sinatra, Git, Github, HTML5, CSS, Bootstrap, JavaScript, Ruby on Rails, jQuery, Heroku
Education
British Columbia Institute of Technology / BCIT 2013 — 2014
Applied Software Development
Tealeaf Academy 2015 — 2015
Web Application Development
The Art Institute of Vancouver 1999 — 2001
Electronic Game Art and Design
Jeffrey Skerry Jeffrey Skerry's Sun Life Financial Experience 1992 - 1998
Job Partner at Hays & Skerry
Industry Law Practice
Experience
Hays & Skerry 1998 - Present
Sun Life Financial 1992 - 1998
Hale and Dorr LLP 1991 - 1992
Testa, Hurwitz & Thibeault, LLP 1990 - 1991
Gaston & Snow 1988 - 1990
Deloitte 1982 - 1985
Education
Boston University School of Law 1985 — 1988
JD
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Finance
Williams College 1978 — 1982
BA
LHS
Hays & Skerry 1998 - Present
Sun Life Financial 1992 - 1998
Hale and Dorr LLP 1991 - 1992
Testa, Hurwitz & Thibeault, LLP 1990 - 1991
Gaston & Snow 1988 - 1990
Deloitte 1982 - 1985
Education
Boston University School of Law 1985 — 1988
JD
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Finance
Williams College 1978 — 1982
BA
LHS
Dianne Verschuere's Sun Life Financial Experience September 2002 - July 2007
Job Regional VicePresident at Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security December 2011 - Present
Desjardins Financial Security March 2013 - May 2015
Morneau Shepell August 2007 - November 2011
Sun Life Financial September 2002 - July 2007
Fidelity Investments May 2000 - September 2002
Fidelity Investments January 1998 - May 2000
Greyhound Canada Transportation March 1998 - December 1998
Crown Life Insurance Company June 1991 - March 1998
D.A. Townley & Associates Ltd. March 1987 - June 1991
Skills
CanFitPro Certified..., Relationship Management, Strategic Planning, Change Management, Business Strategy, New Business Development, Consulting, Project Management, Training, Strategy, Sales Management, Management, Profit, Process Engineering, Pensions, Performance Management, Customer Service, Policy Analysis, Customer Satisfaction, Retirement, Networking, Employee Benefits, Employee Relations, Team Leadership, Sales Process..., CRM, Retirement Planning, Insurance, Human Resources, Risk Management, Marketing Strategy, Business Development, Coaching, Financial Services, Business Planning, Leadership, Recruiting, Mutual Funds, Critical Illness, Disability Insurance, Investments
Education
Erickson College 2008 — 2013
Solutions Based Coaching
British Columbia Institute of Technology 1990 — 1993
Business Management
Desjardins Financial Security December 2011 - Present
Desjardins Financial Security March 2013 - May 2015
Morneau Shepell August 2007 - November 2011
Sun Life Financial September 2002 - July 2007
Fidelity Investments May 2000 - September 2002
Fidelity Investments January 1998 - May 2000
Greyhound Canada Transportation March 1998 - December 1998
Crown Life Insurance Company June 1991 - March 1998
D.A. Townley & Associates Ltd. March 1987 - June 1991
Skills
CanFitPro Certified..., Relationship Management, Strategic Planning, Change Management, Business Strategy, New Business Development, Consulting, Project Management, Training, Strategy, Sales Management, Management, Profit, Process Engineering, Pensions, Performance Management, Customer Service, Policy Analysis, Customer Satisfaction, Retirement, Networking, Employee Benefits, Employee Relations, Team Leadership, Sales Process..., CRM, Retirement Planning, Insurance, Human Resources, Risk Management, Marketing Strategy, Business Development, Coaching, Financial Services, Business Planning, Leadership, Recruiting, Mutual Funds, Critical Illness, Disability Insurance, Investments
Education
Erickson College 2008 — 2013
Solutions Based Coaching
British Columbia Institute of Technology 1990 — 1993
Business Management
Bill Gilbert Bill Gilbert's Sun Life Financial Experience October 2009 - June 2010
Job Technology Leader
Industry Information Technology and Services
Experience
Fidelity Investments November 2012 - Present
Collaborative Consulting June 2010 - November 2012
Sun Life Financial October 2009 - June 2010
Fidelity Investments July 2006 - February 2009
Fidelity Investments April 2004 - June 2006
Fidelity Investments March 2002 - March 2004
Fidelity Investments February 2000 - March 2002
Fidelity Investments January 1999 - February 2000
Fidelity Investments January 1996 - January 1999
Fidelity Investments February 1989 - December 1995
Skills
Program Management, Program Planning, Program Implementation, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Software Project..., Project Portfolio..., Offshore Management, Offshore Software..., Offshore Project..., Offshore Operations, Organizational..., Organizational..., Organizational..., Talent Development, Talent Assessment, Content Management, Web Content Management, Enterprise Content..., Single Sign On, Web Development, Web Applications, Web Design, Software Consulting, Cloud Computing, Enterprise Portals, Portal Applications, Enterprise Application..., Technology Integration, Succession Planning, Business Relationship..., Budget Tracking, Software Quality..., Professional Services, IT Governance, Collaborative Leadership, Disaster Recovery, Application Management, Production Support, Project Management, Integration, People Development, Consulting, Leadership
Education
Boston University - School of Management 1993 — 1998
MBA, Business
State University of New York at Buffalo 1984 — 1987
BS/MIS, Management Information Systems, General
Fidelity Investments November 2012 - Present
Collaborative Consulting June 2010 - November 2012
Sun Life Financial October 2009 - June 2010
Fidelity Investments July 2006 - February 2009
Fidelity Investments April 2004 - June 2006
Fidelity Investments March 2002 - March 2004
Fidelity Investments February 2000 - March 2002
Fidelity Investments January 1999 - February 2000
Fidelity Investments January 1996 - January 1999
Fidelity Investments February 1989 - December 1995
Skills
Program Management, Program Planning, Program Implementation, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Software Project..., Project Portfolio..., Offshore Management, Offshore Software..., Offshore Project..., Offshore Operations, Organizational..., Organizational..., Organizational..., Talent Development, Talent Assessment, Content Management, Web Content Management, Enterprise Content..., Single Sign On, Web Development, Web Applications, Web Design, Software Consulting, Cloud Computing, Enterprise Portals, Portal Applications, Enterprise Application..., Technology Integration, Succession Planning, Business Relationship..., Budget Tracking, Software Quality..., Professional Services, IT Governance, Collaborative Leadership, Disaster Recovery, Application Management, Production Support, Project Management, Integration, People Development, Consulting, Leadership
Education
Boston University - School of Management 1993 — 1998
MBA, Business
State University of New York at Buffalo 1984 — 1987
BS/MIS, Management Information Systems, General
Kelly Pickett Kelly Pickett's Sun Life Financial Experience 2013 - Present
Job Internal Wholesaler at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2013 - Present
Granite Telecommunications 2012 - 2013
Hollister, Inc 2010 - 2011
Bisco Industries 2008 - 2010
Enterprise Rent-A-Car 2006 - 2008
Ortho Clinical Diagnostics 2005 - 2005
Skills
Account Management, Marketing, Sales, Recruiting, B2B, CRM, New Business Development, Marketing Communications, Marketing Strategy, Outlook, Customer Service
Education
Brigham Young University - Idaho 2002 — 2006
Bachelors, Business Management/Marketing
Suffolk University 2010 — 2010
Certificate, Graphic Design
Sun Life Financial 2013 - Present
Granite Telecommunications 2012 - 2013
Hollister, Inc 2010 - 2011
Bisco Industries 2008 - 2010
Enterprise Rent-A-Car 2006 - 2008
Ortho Clinical Diagnostics 2005 - 2005
Skills
Account Management, Marketing, Sales, Recruiting, B2B, CRM, New Business Development, Marketing Communications, Marketing Strategy, Outlook, Customer Service
Education
Brigham Young University - Idaho 2002 — 2006
Bachelors, Business Management/Marketing
Suffolk University 2010 — 2010
Certificate, Graphic Design
Geoffrey Menzies B.A, FMA Geoffrey Menzies B.A, FMA's Sun Life Financial Experience September 2008 - January 2009
Job Wealth Advisor at Family Wealth Concepts / Worldsource Financial Management Inc.
Industry Insurance
Experience
Family Wealth Concepts / Worldsource Financial Management Inc. June 2015 - Present
Ten Star Financial Services February 2014 - Present
RBC Insurance February 2013 - January 2014
RBC Insurance April 2011 - February 2013
TD Bank May 2010 - September 2010
Sun Life Financial September 2008 - January 2009
Bank of Montreal 2006 - 2008
Bank of Montreal 2003 - 2006
Freedom 55 Financial 2001 - 2003
Standard of Living 2000 - 2001
Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Insurance, Securities, Life Insurance, Retirement, Wealth, Portfolio Management, Financial Planners, Underwriting, Banking, Disability Insurance, Critical Illness, Mortgage Lending, Estate Planning, Financial Advisory, Financial Planning
Education
Brock University 1985 — 1990
B.A., English / History
Durham College 2008 — 2008
LLQP, Life Insurance
Canadian Securities Institute 2003 — 2008
CSC, Investments
The Anex Village Campus 1984 — 1985
Diploma, High School/Secondary Diploma Programs
Family Wealth Concepts / Worldsource Financial Management Inc. June 2015 - Present
Ten Star Financial Services February 2014 - Present
RBC Insurance February 2013 - January 2014
RBC Insurance April 2011 - February 2013
TD Bank May 2010 - September 2010
Sun Life Financial September 2008 - January 2009
Bank of Montreal 2006 - 2008
Bank of Montreal 2003 - 2006
Freedom 55 Financial 2001 - 2003
Standard of Living 2000 - 2001
Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Insurance, Securities, Life Insurance, Retirement, Wealth, Portfolio Management, Financial Planners, Underwriting, Banking, Disability Insurance, Critical Illness, Mortgage Lending, Estate Planning, Financial Advisory, Financial Planning
Education
Brock University 1985 — 1990
B.A., English / History
Durham College 2008 — 2008
LLQP, Life Insurance
Canadian Securities Institute 2003 — 2008
CSC, Investments
The Anex Village Campus 1984 — 1985
Diploma, High School/Secondary Diploma Programs
Mark Leeds Mark Leeds's Sun Life Financial Experience 1997 - 2000
Job VP Business Development at IBX
Industry Outsourcing/Offshoring
Experience
IBX January 2014 - Present
Alliant Insurance Services 2005 - January 2014
Aetna, INC. 2003 - 2005
BenefitPoint 2000 - 2003
Sun Life Financial 1997 - 2000
Oxford Health Plans 1995 - 1997
Unum 1987 - 1995
Skills
New Business Development, Sales Management, Client Acquisition, Health Insurance, Disability Insurance, Employee Benefits, Marketing Strategy, Benefits Design, Non-profits, Private Equity, Benefits, Wellness, Compliance, Property, Health Care Reform, Health Savings Accounts, Long-term Care, Accident, Customer Acquisition, Leadership, Management, Marketing, Mergers, Nonprofits, Sales, Salesforce.com, Strategy, Strategic Planning, Insurance, Brokers, Life Insurance, Account Management, Property
Education
New York University - Leonard N. Stern School of Business 1994 — 2000
MBA, Marketing
Bowdoin College 1983 — 1987
AB, Economics
Buckingham Browne & Nichols 1979 — 1983
IBX January 2014 - Present
Alliant Insurance Services 2005 - January 2014
Aetna, INC. 2003 - 2005
BenefitPoint 2000 - 2003
Sun Life Financial 1997 - 2000
Oxford Health Plans 1995 - 1997
Unum 1987 - 1995
Skills
New Business Development, Sales Management, Client Acquisition, Health Insurance, Disability Insurance, Employee Benefits, Marketing Strategy, Benefits Design, Non-profits, Private Equity, Benefits, Wellness, Compliance, Property, Health Care Reform, Health Savings Accounts, Long-term Care, Accident, Customer Acquisition, Leadership, Management, Marketing, Mergers, Nonprofits, Sales, Salesforce.com, Strategy, Strategic Planning, Insurance, Brokers, Life Insurance, Account Management, Property
Education
New York University - Leonard N. Stern School of Business 1994 — 2000
MBA, Marketing
Bowdoin College 1983 — 1987
AB, Economics
Buckingham Browne & Nichols 1979 — 1983
Fred Shane, CFE, MBA, MSPPM, MBE, FLMI Fred Shane, CFE, MBA, MSPPM, MBE, FLMI's Sun Life Financial Experience October 2007 - October 2010
Job Chief Risk Officer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Paula Galloway's Sun Life Financial Experience December 2003 - July 2004
Job Executive Assistant at Yamana Gold
Industry Mining & Metals
Experience
Yamana Gold August 2010 - Present
Andina Minerals August 2009 - August 2010
Barrick Gold 2004 - 2009
Denison Mines Corp. April 2004 - September 2004
Sun Life Financial December 2003 - July 2004
Thomson Reuters 2000 - 2002
Centrica 1996 - 2000
British Gas 1994 - 1996
British Gas 1992 - 1994
Skills
Teamwork, Administrative Support, Financial Reporting, Investor Relations, Corporate Communications, Corporate Finance, Budgets, Microsoft Excel, Media Relations, Finance, Administrative..., Microsoft Office, Financial Analysis, Project Management, Mining, Risk Management, Analysis, Strategic Planning, Financial Modeling, Sarbanes-Oxley Act
Education
Learning Tree International 2002 — 2002
Certificate in Web Development
Brock University 1985 — 1990
B.Sc., Computer Science and Information Technology
Yamana Gold August 2010 - Present
Andina Minerals August 2009 - August 2010
Barrick Gold 2004 - 2009
Denison Mines Corp. April 2004 - September 2004
Sun Life Financial December 2003 - July 2004
Thomson Reuters 2000 - 2002
Centrica 1996 - 2000
British Gas 1994 - 1996
British Gas 1992 - 1994
Skills
Teamwork, Administrative Support, Financial Reporting, Investor Relations, Corporate Communications, Corporate Finance, Budgets, Microsoft Excel, Media Relations, Finance, Administrative..., Microsoft Office, Financial Analysis, Project Management, Mining, Risk Management, Analysis, Strategic Planning, Financial Modeling, Sarbanes-Oxley Act
Education
Learning Tree International 2002 — 2002
Certificate in Web Development
Brock University 1985 — 1990
B.Sc., Computer Science and Information Technology
David Norman David Norman's Sun Life Financial Experience March 1991 - March 1999
Job Partner at TAG Financial
Industry Insurance
Experience
TSN 1040 Radio Vancouver February 2011 - Present
TAG Financial January 2009 - Present
The Active Network 2008 - 2009
Sporg Internet Corporation March 1999 - November 2008
Sun Life Financial March 1991 - March 1999
Skills
Finance, Health Insurance, Insurance, Employee Benefits, New Business Development, Disability Insurance, Critical Illness, Strategic Planning, Life Insurance, Coaching, Risk Management, Strategic Financial..., Investments, Retirement, Mergers & Acquisitions, Mutual Funds, Leadership, Retirement Planning, Lead Generation, Marketing Strategy, Underwriting, Brokers
Education
British Columbia Institute of Technology / BCIT 1989 — 1991
Business Administration, Business
TSN 1040 Radio Vancouver February 2011 - Present
TAG Financial January 2009 - Present
The Active Network 2008 - 2009
Sporg Internet Corporation March 1999 - November 2008
Sun Life Financial March 1991 - March 1999
Skills
Finance, Health Insurance, Insurance, Employee Benefits, New Business Development, Disability Insurance, Critical Illness, Strategic Planning, Life Insurance, Coaching, Risk Management, Strategic Financial..., Investments, Retirement, Mergers & Acquisitions, Mutual Funds, Leadership, Retirement Planning, Lead Generation, Marketing Strategy, Underwriting, Brokers
Education
British Columbia Institute of Technology / BCIT 1989 — 1991
Business Administration, Business
Phil Malek Phil Malek's Sun Life Financial Experience 2010 - Present
Job VP, Investor Relations at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2010 - Present
Sun Life Financial March 2008 - April 2010
Sun Life Financial September 2004 - March 2008
Education
Boston University School of Law 1991 — 1994
JD, Magna Cum Laude
Northwestern University 1986 — 1990
BA, Honors
Sun Life Financial 2010 - Present
Sun Life Financial March 2008 - April 2010
Sun Life Financial September 2004 - March 2008
Education
Boston University School of Law 1991 — 1994
JD, Magna Cum Laude
Northwestern University 1986 — 1990
BA, Honors
Todd Krapf Todd Krapf's Sun Life Financial Experience August 1993 - April 2009
Job Senior Vice President, Mesirow Financial Employee Benefits
Industry Insurance
Experience
Mesirow Financial January 2011 - Present
Inner City Health Center June 2012 - Present
BRAG Denver August 2011 - Present
Colorado Group Insurance Association January 2011 - January 2015
Principal Financial Group May 2009 - January 2011
Sun Life Financial August 1993 - April 2009
Skills
Employee Benefits, Benefits, Group Medical, Health Insurance, Disability Insurance, Insurance, International Employee..., Voluntary Employee..., Life Insurance, Dental Insurance, Retirement Benefits, Self Funded Medical..., Term Life Insurance, COBRA, Health Savings Accounts, Benefits Administration, 401k, Retirement, Group Insurance, Long-term Care, Workers Compensation, ERISA, Retirement Planning, Health Care Reform, Long Term Care Insurance, Brokers
Education
Bowdoin College 1989 — 1993
Bachelor of Arts (B.A.), Economics and Government
Mesirow Financial January 2011 - Present
Inner City Health Center June 2012 - Present
BRAG Denver August 2011 - Present
Colorado Group Insurance Association January 2011 - January 2015
Principal Financial Group May 2009 - January 2011
Sun Life Financial August 1993 - April 2009
Skills
Employee Benefits, Benefits, Group Medical, Health Insurance, Disability Insurance, Insurance, International Employee..., Voluntary Employee..., Life Insurance, Dental Insurance, Retirement Benefits, Self Funded Medical..., Term Life Insurance, COBRA, Health Savings Accounts, Benefits Administration, 401k, Retirement, Group Insurance, Long-term Care, Workers Compensation, ERISA, Retirement Planning, Health Care Reform, Long Term Care Insurance, Brokers
Education
Bowdoin College 1989 — 1993
Bachelor of Arts (B.A.), Economics and Government
Joel Salaysay Joel Salaysay's Sun Life Financial Experience 2001 - 2005
Job Benefits Consultant at ICBA Benefit Services Ltd.
Industry Insurance
Experience
ICBA Benefit Services Ltd. 1995 - Present
Sun Life Financial 2001 - 2005
Jardine Lloyd Thompson 1996 - 1999
North American Life March 1990 - June 1996
Ministry of Foreign Affairs, Singapore September 1982 - May 1988
Skills
Employee Benefits, Health Insurance, Writing, Disability Insurance, Benefits, Pensions, Editing, Compliance, Insurance, Dental, Customer Relations, Customer Service, Strategic Planning, Term Life Insurance, Benefits Administration, Coaching, Claims, Account Management, Excel, Microsoft Office, Negotiation, PowerPoint, Word
Education
Brandon University 1978 — 1982
BA Specialist, Political Science & Psychology (double major)
ICBA Benefit Services Ltd. 1995 - Present
Sun Life Financial 2001 - 2005
Jardine Lloyd Thompson 1996 - 1999
North American Life March 1990 - June 1996
Ministry of Foreign Affairs, Singapore September 1982 - May 1988
Skills
Employee Benefits, Health Insurance, Writing, Disability Insurance, Benefits, Pensions, Editing, Compliance, Insurance, Dental, Customer Relations, Customer Service, Strategic Planning, Term Life Insurance, Benefits Administration, Coaching, Claims, Account Management, Excel, Microsoft Office, Negotiation, PowerPoint, Word
Education
Brandon University 1978 — 1982
BA Specialist, Political Science & Psychology (double major)
Daniel H. Lee's Sun Life Financial Experience June 2011 - August 2011
Job Financial Institution Specialist at Federal Deposit Insurance Corporation
Industry Financial Services
Experience
Federal Deposit Insurance Corporation June 2012 - Present
Sun Life Financial June 2011 - August 2011
G&G International Trading Company September 2010 - May 2011
Skills
Visual Basic, Microsoft Office, Bloomberg Terminal, Access, Analysis, Finance, Data Analysis, Valuation, Microsoft Excel, Leadership, Derivatives, Mergers & Acquisitions
Education
Brandeis University 2008 — 2012
BA, Economics and Business
CFA Institute
Federal Deposit Insurance Corporation June 2012 - Present
Sun Life Financial June 2011 - August 2011
G&G International Trading Company September 2010 - May 2011
Skills
Visual Basic, Microsoft Office, Bloomberg Terminal, Access, Analysis, Finance, Data Analysis, Valuation, Microsoft Excel, Leadership, Derivatives, Mergers & Acquisitions
Education
Brandeis University 2008 — 2012
BA, Economics and Business
CFA Institute
Sandra Gregoire Sandra Gregoire's Sun Life Financial Experience August 2009 - Present
Job Account Executive, Voluntary Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2009 - Present
Manulife Financial January 1985 - May 2001
Constellation Assurance January 1979 - January 1985
Skills
Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Voluntary Employee..., Critical Illness, Group Optional Life, Health Insurance, Life Insurance, Sales, Building Relationships
Education
British Columbia Institute of Technology
Sun Life Financial August 2009 - Present
Manulife Financial January 1985 - May 2001
Constellation Assurance January 1979 - January 1985
Skills
Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Voluntary Employee..., Critical Illness, Group Optional Life, Health Insurance, Life Insurance, Sales, Building Relationships
Education
British Columbia Institute of Technology
Jennifer Lupien Jennifer Lupien's Sun Life Financial Experience July 2001 - March 2007
Job Group Sales Executive at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha April 2007 - Present
Sun Life Financial July 2001 - March 2007
Education
Bowdoin College 1997 — 2001
Bachelor of Science (BS)
Wakefield High School 1994 — 1997
Mutual of Omaha April 2007 - Present
Sun Life Financial July 2001 - March 2007
Education
Bowdoin College 1997 — 2001
Bachelor of Science (BS)
Wakefield High School 1994 — 1997
Marg Browne Marg Browne's Sun Life Financial Experience July 2014 - Present
Job Senior Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2014 - Present
MB Consulting July 2013 - January 2014
Manulife Financial January 2006 - May 2013
Aetna & Maritime Life 1998 - December 2005
Canada Life September 1990 - August 1996
Skills
Disability Insurance, Life Insurance, Leadership, Critical Illness, Management, Employee Benefits, Claim, Coaching, Litigation, Public Speaking, Product Development, Operating Budgets, Health Insurance, Training, Long-term Care, Claims Management, Reinsurance, Underwriting, Term Life Insurance, Litigation Management, Team Leadership, Claim Investigation, Long Term Care Insurance, Insurance, Risk Management, Financial Risk, Process Improvement
Education
Brock University
Bachelor's degree, Business/Managerial Economics
Sun Life Financial July 2014 - Present
MB Consulting July 2013 - January 2014
Manulife Financial January 2006 - May 2013
Aetna & Maritime Life 1998 - December 2005
Canada Life September 1990 - August 1996
Skills
Disability Insurance, Life Insurance, Leadership, Critical Illness, Management, Employee Benefits, Claim, Coaching, Litigation, Public Speaking, Product Development, Operating Budgets, Health Insurance, Training, Long-term Care, Claims Management, Reinsurance, Underwriting, Term Life Insurance, Litigation Management, Team Leadership, Claim Investigation, Long Term Care Insurance, Insurance, Risk Management, Financial Risk, Process Improvement
Education
Brock University
Bachelor's degree, Business/Managerial Economics
Meredith Mundick's Sun Life Financial Experience June 2015 - Present
Job Manager, Internal Communications at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
Sun Life Financial September 2013 - June 2015
Sun Life Financial August 2011 - September 2013
Sun Life Financial March 2010 - July 2011
BC Recreation and Parks Association June 2008 - March 2010
White Rock Spirit of BC Committee October 2009 - February 2010
Skyservice Airlines 2003 - 2008
Rocky Mountaineer Vacations 2001 - 2008
Skills
Marketing Communications, Marketing, Internal Communications, Coaching, Corporate Communications, Community Development, Business Development, Program Management, Project Management, Marketing Strategy, Event Management, Leadership, New Business Development, Insurance, Sales, Analysis, Employee Benefits, Strategic Planning, Training, Team Leadership, Proposal Writing, Management, Editing
Education
British Columbia Institute of Technology 2008 — 2011
Associate Certificate, Public Relations
Concordia University 1996 — 1999
Bachelor of Arts, Anthropology
Sun Life Financial June 2015 - Present
Sun Life Financial September 2013 - June 2015
Sun Life Financial August 2011 - September 2013
Sun Life Financial March 2010 - July 2011
BC Recreation and Parks Association June 2008 - March 2010
White Rock Spirit of BC Committee October 2009 - February 2010
Skyservice Airlines 2003 - 2008
Rocky Mountaineer Vacations 2001 - 2008
Skills
Marketing Communications, Marketing, Internal Communications, Coaching, Corporate Communications, Community Development, Business Development, Program Management, Project Management, Marketing Strategy, Event Management, Leadership, New Business Development, Insurance, Sales, Analysis, Employee Benefits, Strategic Planning, Training, Team Leadership, Proposal Writing, Management, Editing
Education
British Columbia Institute of Technology 2008 — 2011
Associate Certificate, Public Relations
Concordia University 1996 — 1999
Bachelor of Arts, Anthropology
Karen OBeirne's Sun Life Financial Experience April 2007 - February 2009
Job Relationship Manager at Delaware Life
Industry Insurance
Experience
Delaware Life March 2014 - Present
Delaware Life July 2013 - March 2014
OBeirne Insurance Consulting 1990 - 2010
Sun Life Financial April 2007 - February 2009
International Planning Group March 1994 - March 2007
Sapers & Wallack October 1990 - March 1994
Arnold Brown & Company June 1985 - December 1990
The McAree Agency January 1989 - October 1990
Skills
Insurance, Life Insurance, Long-term Care, Marketing, Series 6, Series 63, Customer Service, Financial Services, Relationship Management, Sales Management, Whole Life, Brokers, FINRA, Underwriting, Term Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
Bridgewater State University
B.S., Management
Delaware Life March 2014 - Present
Delaware Life July 2013 - March 2014
OBeirne Insurance Consulting 1990 - 2010
Sun Life Financial April 2007 - February 2009
International Planning Group March 1994 - March 2007
Sapers & Wallack October 1990 - March 1994
Arnold Brown & Company June 1985 - December 1990
The McAree Agency January 1989 - October 1990
Skills
Insurance, Life Insurance, Long-term Care, Marketing, Series 6, Series 63, Customer Service, Financial Services, Relationship Management, Sales Management, Whole Life, Brokers, FINRA, Underwriting, Term Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
Bridgewater State University
B.S., Management
Brian Melvin's Sun Life Financial Experience 2003 - 2004
Job Regional Director at Ohio National Financial
Industry Financial Services
Experience
Ohio National Financial Services 2006 - 2015
Sun Life Financial 2003 - 2004
Putnam Investments 2000 - 2004
Skills
Series 6, Series 7, 401k, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Videographer
Education
Emerson College 1995 — 1997
Master's Degree, Communications
Bridgewater State College 1985 — 1989
Bachelor's Degree, Management
Ohio National Financial Services 2006 - 2015
Sun Life Financial 2003 - 2004
Putnam Investments 2000 - 2004
Skills
Series 6, Series 7, 401k, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Videographer
Education
Emerson College 1995 — 1997
Master's Degree, Communications
Bridgewater State College 1985 — 1989
Bachelor's Degree, Management
Alisa Kirste Alisa Kirste's Sun Life Financial Experience April 2007 - September 2011
Job Client Manager for Unum
Industry Consumer Services
Experience
Unum September 2011 - Present
Sun Life Financial April 2007 - September 2011
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Account Management
Education
Bradley University 1999 — 2003
Bachelor of Science, Sociology and Criminal Justice
Libertyville High School 1995 — 1999
General Studies
Unum September 2011 - Present
Sun Life Financial April 2007 - September 2011
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Account Management
Education
Bradley University 1999 — 2003
Bachelor of Science, Sociology and Criminal Justice
Libertyville High School 1995 — 1999
General Studies
Amanda Murphy's Sun Life Financial Experience October 2009 - September 2010
Job Manager, Digital Employee Communities at Rogers Communications
Industry Telecommunications
Experience
Rogers Communications September 2015 - Present
Rogers Communications June 2014 - September 2015
Infusion May 2012 - June 2014
Victoria's Secret October 2011 - December 2012
Loblaw Companies Limited February 2012 - May 2012
TransGaming, Inc. September 2010 - December 2011
Sun Life Financial October 2009 - September 2010
Sun Life Financial June 2009 - October 2009
Brock University August 2008 - April 2009
Best Buy Canada 2004 - 2009
Skills
Social Media Marketing, Blogging, Social Media, Marketing Communications, Video Games, Advertising, Marketing, Newsletters, HTML, Online Marketing, Event Planning, Writing, Customer Experience, Journalism, Editing, Marketing Strategy, Strategy, Internal Communications, Creative thinking, Mac OS X, Writing for the web, Newsletter Publication, Public Relations, Press Release Writing, Yammer, SharePoint, Enterprise Collaboration, Community Management, Yammer strategy,..., Social Enterprise
Education
Brock University 2005 — 2009
Communications (Hons.), Digital Culture, Applied Computing, Computer Science, Media and Advertising
International Academy of Design &Technology 2003 — 2003
Digital Film and Video Production, Film, Screenwriting, Editing
Rogers Communications September 2015 - Present
Rogers Communications June 2014 - September 2015
Infusion May 2012 - June 2014
Victoria's Secret October 2011 - December 2012
Loblaw Companies Limited February 2012 - May 2012
TransGaming, Inc. September 2010 - December 2011
Sun Life Financial October 2009 - September 2010
Sun Life Financial June 2009 - October 2009
Brock University August 2008 - April 2009
Best Buy Canada 2004 - 2009
Skills
Social Media Marketing, Blogging, Social Media, Marketing Communications, Video Games, Advertising, Marketing, Newsletters, HTML, Online Marketing, Event Planning, Writing, Customer Experience, Journalism, Editing, Marketing Strategy, Strategy, Internal Communications, Creative thinking, Mac OS X, Writing for the web, Newsletter Publication, Public Relations, Press Release Writing, Yammer, SharePoint, Enterprise Collaboration, Community Management, Yammer strategy,..., Social Enterprise
Education
Brock University 2005 — 2009
Communications (Hons.), Digital Culture, Applied Computing, Computer Science, Media and Advertising
International Academy of Design &Technology 2003 — 2003
Digital Film and Video Production, Film, Screenwriting, Editing
Hatty Tsai's Sun Life Financial Experience 1999 - 2006
Job Medical Director Research at iHealth Technologies
Industry Insurance
Experience
iHealth Technologies May 2011 - Present
John Hancock 2008 - 2011
Metropolitan Life Insurance Company 2006 - 2008
Sun Life Financial 1999 - 2006
HBOC Payor Solutions Group (Acquired by McKesson, Inc) 1998 - 1999
Skills
Healthcare Information..., Medicine, Healthcare, Healthcare Consulting, Medicare
Education
Boston University School of Medicine 1981 — 1985
BA/MD
iHealth Technologies May 2011 - Present
John Hancock 2008 - 2011
Metropolitan Life Insurance Company 2006 - 2008
Sun Life Financial 1999 - 2006
HBOC Payor Solutions Group (Acquired by McKesson, Inc) 1998 - 1999
Skills
Healthcare Information..., Medicine, Healthcare, Healthcare Consulting, Medicare
Education
Boston University School of Medicine 1981 — 1985
BA/MD
Philip Allen Philip Allen's Sun Life Financial Experience March 2008 - February 2009
Job Regional Sales Manager at Evosys
Industry Information Technology and Services
Experience
Evosys August 2015 - Present
Oracle September 2014 - August 2015
Oracle November 2011 - August 2014
Columbia Management May 2010 - November 2011
Sun Life Financial March 2008 - February 2009
State Street Corporation August 2007 - March 2008
AIG May 2004 - June 2006
Skills
Sales, Healthcare Information..., Technology Integration, EHR, Management, Direct Sales, Sales Management, Solution Selling, CRM, New Business Development, Weblogic, Oracle SOA Suite, Sales Operations, Series 7, Mutual Funds, Investments, Oracle Fusion Middleware, PeopleSoft, Product Management, eBusiness Suite, JD Edwards, Customer Relations, Client Service, Financial Planning, SaaS, Account Management, Business Intelligence
Education
Boston University
Certified Financial Planner
Bridgewater State University
BS, Psychology
University of New Hampshire
Evosys August 2015 - Present
Oracle September 2014 - August 2015
Oracle November 2011 - August 2014
Columbia Management May 2010 - November 2011
Sun Life Financial March 2008 - February 2009
State Street Corporation August 2007 - March 2008
AIG May 2004 - June 2006
Skills
Sales, Healthcare Information..., Technology Integration, EHR, Management, Direct Sales, Sales Management, Solution Selling, CRM, New Business Development, Weblogic, Oracle SOA Suite, Sales Operations, Series 7, Mutual Funds, Investments, Oracle Fusion Middleware, PeopleSoft, Product Management, eBusiness Suite, JD Edwards, Customer Relations, Client Service, Financial Planning, SaaS, Account Management, Business Intelligence
Education
Boston University
Certified Financial Planner
Bridgewater State University
BS, Psychology
University of New Hampshire
Stacy Tsionis's Sun Life Financial Experience October 2005 - December 2010
Job Claims Administrator at Delaware Life
Industry Financial Services
Experience
Claims Administrator at Delaware Life Claims AdministratorSun Life FinancialJanuary 2000 - Present
Sun Life Financial October 2005 - December 2010
Sun Life Financial January 2000 - October 2005
National Bank Of Greece-Boston, MA May 1994 - June 1997
National Bank Of Greece February 1992 - May 1994
National Bank of Greece April 1988 - January 1992
Skills
Proficient in MS Word,..., Fluent in speaking..., Customer Service, Insurance, Financial Services, Banking, Risk Management, Financial Analysis, Credit, Loans, Underwriting, Finance, Investments, Wealth Management
Education
Bridgewater State College 1981 — 1985
Bachelor of Arts (B.A.), Communications
American Community Schools
American Community Schools
Bridgewater State University
Bachelor of Arts (B.A.), Business/Corporate Communications
Claims Administrator at Delaware Life Claims AdministratorSun Life FinancialJanuary 2000 - Present
Sun Life Financial October 2005 - December 2010
Sun Life Financial January 2000 - October 2005
National Bank Of Greece-Boston, MA May 1994 - June 1997
National Bank Of Greece February 1992 - May 1994
National Bank of Greece April 1988 - January 1992
Skills
Proficient in MS Word,..., Fluent in speaking..., Customer Service, Insurance, Financial Services, Banking, Risk Management, Financial Analysis, Credit, Loans, Underwriting, Finance, Investments, Wealth Management
Education
Bridgewater State College 1981 — 1985
Bachelor of Arts (B.A.), Communications
American Community Schools
American Community Schools
Bridgewater State University
Bachelor of Arts (B.A.), Business/Corporate Communications
Will Kirkpatrick Will Kirkpatrick's Sun Life Financial Experience 2014 - Present
Job Director, Customer Relationship Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2014 - Present
Sun Life Financial 2012 - 2013
Sun Life Financial Distributors, Inc. June 2009 - 2012
Sun Life Financial March 2006 - June 2009
Booz Allen Hamilton 1995 - 1998
Skills
CRM, Requirements Analysis, Business Intelligence, Management, Project Management, Business Analysis, Business Process, Strategy, SDLC, Leadership, Salesforce.com
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA Program
Middlebury College 1991 — 1995
St. Mark's School 1988 — 1991
Sun Life Financial 2014 - Present
Sun Life Financial 2012 - 2013
Sun Life Financial Distributors, Inc. June 2009 - 2012
Sun Life Financial March 2006 - June 2009
Booz Allen Hamilton 1995 - 1998
Skills
CRM, Requirements Analysis, Business Intelligence, Management, Project Management, Business Analysis, Business Process, Strategy, SDLC, Leadership, Salesforce.com
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA Program
Middlebury College 1991 — 1995
St. Mark's School 1988 — 1991
Chris Coutu Chris Coutu's Sun Life Financial Experience May 1993 - August 1999
Job Boston Sales Manager at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits December 2014 - Present
MetLife August 2001 - December 2014
MetLife Cycling Team 2007 - 2012
Beacon Risk Strategies September 1999 - August 2001
Sun Life Financial May 1993 - August 1999
Skills
Disability Insurance, Employee Benefits, Sales, Insurance, Life Insurance, Group Insurance, Health Insurance, Leadership, Underwriting, Voluntary Employee..., Benefits Administration, Marketing, Brokers
Education
Bowdoin College 1989 — 1993
BA, Economics, Government/ History
Noble & Greenough School 1985 — 1989
Derby Academy
Assurant Employee Benefits December 2014 - Present
MetLife August 2001 - December 2014
MetLife Cycling Team 2007 - 2012
Beacon Risk Strategies September 1999 - August 2001
Sun Life Financial May 1993 - August 1999
Skills
Disability Insurance, Employee Benefits, Sales, Insurance, Life Insurance, Group Insurance, Health Insurance, Leadership, Underwriting, Voluntary Employee..., Benefits Administration, Marketing, Brokers
Education
Bowdoin College 1989 — 1993
BA, Economics, Government/ History
Noble & Greenough School 1985 — 1989
Derby Academy
Cathleen Basco's Sun Life Financial Experience July 2015 - Present
Job Sales Manager Talent Acquisition
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Sun Life Financial May 2015 - June 2015
Heli-One September 2014 - April 2015
Shakavibe, LLC November 2013 - April 2015
AJ Insurance Services Ltd. & Financial Services February 2010 - April 2015
BC Hydro February 2007 - April 2010
Teekay Shipping January 2004 - February 2007
Investment / Securities January 2001 - January 2004
Skills
Performance Management, Change Management, Project Planning, Employee Engagement, Team Building, Employee Relations, Strategic Planning, Business Process..., Project Management, Business Strategy, Coaching, Policy, Time Management, Management, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Budgets, Recruiting, Operations Management, Public Speaking, Employee Benefits, Insurance, Disability Insurance, Leadership, Investments, Life Insurance, Sales, Wealth Management, Human Resources, Organizational...
Education
ADVOCIS 2009 — 2009
LLQP, Life Licensing Qualification Program
Vancouver Community College 1993 — 1993
Human Resources in the Tourism Industry
British Columbia Institute of Technology 1990 — 1992
Human Resources Management
Sun Life Financial July 2015 - Present
Sun Life Financial May 2015 - June 2015
Heli-One September 2014 - April 2015
Shakavibe, LLC November 2013 - April 2015
AJ Insurance Services Ltd. & Financial Services February 2010 - April 2015
BC Hydro February 2007 - April 2010
Teekay Shipping January 2004 - February 2007
Investment / Securities January 2001 - January 2004
Skills
Performance Management, Change Management, Project Planning, Employee Engagement, Team Building, Employee Relations, Strategic Planning, Business Process..., Project Management, Business Strategy, Coaching, Policy, Time Management, Management, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Budgets, Recruiting, Operations Management, Public Speaking, Employee Benefits, Insurance, Disability Insurance, Leadership, Investments, Life Insurance, Sales, Wealth Management, Human Resources, Organizational...
Education
ADVOCIS 2009 — 2009
LLQP, Life Licensing Qualification Program
Vancouver Community College 1993 — 1993
Human Resources in the Tourism Industry
British Columbia Institute of Technology 1990 — 1992
Human Resources Management
Freud Charles's Sun Life Financial Experience 2013 - September 2014
Job System Administrator at ComputerSupport
Industry Information Technology and Services
Experience
ComputerSupport.com September 2015 - Present
The Alpha Tech October 2013 - Present
TELUS Business Solutions September 2014 - August 2015
Sun Life Financial 2013 - September 2014
IBM Canada June 2010 - June 2012
WilmerHale 2012 - 2012
Skills
Hardware, Troubleshooting, Active Directory, Help Desk Support, Servers, Service Delivery, Integration, Management, ITIL, VPN, IT Service Management, Lotus Notes, Windows Server, Data Center, Infrastructure, Geek Culture, Teamwork
Education
Western Governors University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Information Technology
Bridgewater State University 2007 — 2010
Computer Science
ComputerSupport.com September 2015 - Present
The Alpha Tech October 2013 - Present
TELUS Business Solutions September 2014 - August 2015
Sun Life Financial 2013 - September 2014
IBM Canada June 2010 - June 2012
WilmerHale 2012 - 2012
Skills
Hardware, Troubleshooting, Active Directory, Help Desk Support, Servers, Service Delivery, Integration, Management, ITIL, VPN, IT Service Management, Lotus Notes, Windows Server, Data Center, Infrastructure, Geek Culture, Teamwork
Education
Western Governors University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Information Technology
Bridgewater State University 2007 — 2010
Computer Science
Jessie Stettin Jessie Stettin's Sun Life Financial Experience August 2013 - June 2014
Job Managing Partner, Investments at Rastegar Capital
Industry Real Estate
Experience
Rastegar Capital 2015 - Present
Triangle J Fund February 2012 - Present
Greystone & Co. June 2014 - February 2015
Sun Life Financial August 2013 - June 2014
yep! Youth Educational Program May 2012 - August 2012
ThinkEco Inc. May 2012 - July 2012
Queens Country Farm June 2011 - July 2011
Brandeis University December 2010 - May 2011
The Arc of Massachusetts September 2009 - May 2011
Grassroots Campaigns July 2010 - August 2010
Skills
Sales, Leadership, Presentations, Teamwork, Team Management, Organization, Entrepreneurship, Innovation, Consumer Behaviour, Sustainability, Business Strategy, CRM, Public Speaking, Strategy, Management, Marketing Strategy, PowerPoint, Fundraising, Research, Recruiting, Marketing, Start-ups, Data Analysis, Social Media, Nonprofits, Finance, Economics, Financial Analysis, Customer Service, Management Consulting, Investments, Analysis, Business Process..., Competitive Analysis, Program Management, Financial Modeling, Business Analysis, Business Development
Education
Brandeis University International Business School 2012 — 2014
Master of Arts (M.A.), International Economics and Finance
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Business
Universiteit van Amsterdam / University of Amsterdam 2011 — 2012
Art History, Film, Dutch Language, Dutch History
Rastegar Capital 2015 - Present
Triangle J Fund February 2012 - Present
Greystone & Co. June 2014 - February 2015
Sun Life Financial August 2013 - June 2014
yep! Youth Educational Program May 2012 - August 2012
ThinkEco Inc. May 2012 - July 2012
Queens Country Farm June 2011 - July 2011
Brandeis University December 2010 - May 2011
The Arc of Massachusetts September 2009 - May 2011
Grassroots Campaigns July 2010 - August 2010
Skills
Sales, Leadership, Presentations, Teamwork, Team Management, Organization, Entrepreneurship, Innovation, Consumer Behaviour, Sustainability, Business Strategy, CRM, Public Speaking, Strategy, Management, Marketing Strategy, PowerPoint, Fundraising, Research, Recruiting, Marketing, Start-ups, Data Analysis, Social Media, Nonprofits, Finance, Economics, Financial Analysis, Customer Service, Management Consulting, Investments, Analysis, Business Process..., Competitive Analysis, Program Management, Financial Modeling, Business Analysis, Business Development
Education
Brandeis University International Business School 2012 — 2014
Master of Arts (M.A.), International Economics and Finance
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Business
Universiteit van Amsterdam / University of Amsterdam 2011 — 2012
Art History, Film, Dutch Language, Dutch History
Gregg Fradkin's Sun Life Financial Experience 1992 - Present
Job Vice President, Specialty Tax & Advisory
Industry Financial Services
Experience
Sun Life Financial 1992 - Present
Education
Boston University School of Law 1990 — 1993
Master of Laws (LL.M.)
University of Toledo College of Law 1983 — 1986
Doctor of Law (J.D.)
Ohio Wesleyan University 1978 — 1982
Bachelor of Arts (B.A.)
Sun Life Financial 1992 - Present
Education
Boston University School of Law 1990 — 1993
Master of Laws (LL.M.)
University of Toledo College of Law 1983 — 1986
Doctor of Law (J.D.)
Ohio Wesleyan University 1978 — 1982
Bachelor of Arts (B.A.)
Angela (Meredith) Miller Angela (Meredith) Miller's Sun Life Financial Experience July 2011 - July 2013
Job National Strategic Account Executive
Industry Financial Services
Experience
Dearborn National October 2014 - Present
Reliance Standard August 2013 - October 2014
Sun Life Financial July 2011 - July 2013
Sun Life Financial January 2006 - July 2011
Sun Life Financial October 2004 - January 2006
Washington Mutual Bank February 2002 - October 2004
Skills
Account Management, Insurance, Customer Service, Sales, Employee Benefits, Competitive Analysis, Negotiation, Management, Customer Retention, New Business Development, Sales Process, CRM, Project Management, Disability Insurance, Life Insurance, FMLA, Workers Compensation, Group Insurance, Training, Health Insurance, Salesforce.com, Critical Illness
Education
Bradley University
B.A, Pubic Relations
Dearborn National October 2014 - Present
Reliance Standard August 2013 - October 2014
Sun Life Financial July 2011 - July 2013
Sun Life Financial January 2006 - July 2011
Sun Life Financial October 2004 - January 2006
Washington Mutual Bank February 2002 - October 2004
Skills
Account Management, Insurance, Customer Service, Sales, Employee Benefits, Competitive Analysis, Negotiation, Management, Customer Retention, New Business Development, Sales Process, CRM, Project Management, Disability Insurance, Life Insurance, FMLA, Workers Compensation, Group Insurance, Training, Health Insurance, Salesforce.com, Critical Illness
Education
Bradley University
B.A, Pubic Relations
Dan Fishbein, MD's Sun Life Financial Experience March 2014 - Present
Job President, Sun Life Financial U.S.
Industry Insurance
Experience
Sun Life Financial March 2014 - Present
Aetna March 2013 - March 2014
Aetna August 2010 - March 2013
Aetna January 2010 - August 2010
Aetna July 2008 - March 2010
Aetna 2004 - 2008
Aetna 1998 - 2004
NYLCare, a New York Life Company 1995 - 1998
New York Life 1990 - 1995
MassMutual Financial Group 1985 - 1990
Skills
Health Insurance, Insurance, Managed Care, Disability Insurance, Healthcare, Underwriting, Employee Benefits, Mergers & Acquisitions, Leadership, Product Development, Strategic Planning, Long-term Care, Executive Management, Health Care Reform, Medicaid, Brokers, Property & Casualty..., Account Management, General Insurance, Process Improvement, Workers Compensation, Risk Management, Health Policy, Term Life Insurance, Reinsurance, Claims Management, Benefits Administration, HIPAA, Medicare, Dentistry, Claim, Healthcare Management, Healthcare Industry, Policy, Life Insurance, Provider Relations, Healthcare Consulting, HMO, Employee Wellness, Utilization Management, Pharmacy Benefit..., Quality Improvement, Network Development, Disease Management, Healthcare Information..., Medicare Part D, PPO, Informatics, Hospitals
Education
Boston University School of Medicine 1979 — 1985
MD, BA, Medicine
Long Branch High School 1976 — 1979
Sun Life Financial March 2014 - Present
Aetna March 2013 - March 2014
Aetna August 2010 - March 2013
Aetna January 2010 - August 2010
Aetna July 2008 - March 2010
Aetna 2004 - 2008
Aetna 1998 - 2004
NYLCare, a New York Life Company 1995 - 1998
New York Life 1990 - 1995
MassMutual Financial Group 1985 - 1990
Skills
Health Insurance, Insurance, Managed Care, Disability Insurance, Healthcare, Underwriting, Employee Benefits, Mergers & Acquisitions, Leadership, Product Development, Strategic Planning, Long-term Care, Executive Management, Health Care Reform, Medicaid, Brokers, Property & Casualty..., Account Management, General Insurance, Process Improvement, Workers Compensation, Risk Management, Health Policy, Term Life Insurance, Reinsurance, Claims Management, Benefits Administration, HIPAA, Medicare, Dentistry, Claim, Healthcare Management, Healthcare Industry, Policy, Life Insurance, Provider Relations, Healthcare Consulting, HMO, Employee Wellness, Utilization Management, Pharmacy Benefit..., Quality Improvement, Network Development, Disease Management, Healthcare Information..., Medicare Part D, PPO, Informatics, Hospitals
Education
Boston University School of Medicine 1979 — 1985
MD, BA, Medicine
Long Branch High School 1976 — 1979
Shandy Page's Sun Life Financial Experience December 2011 - Present
Job Assoc Director, Product Management & Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2011 - Present
Sun Life Financial March 2006 - December 2011
Sun Life Financial June 2000 - March 2006
Sun Life Financial February 1993 - June 2000
Skills
Product Development, Strategic Planning, Insurance, Change Management, Product Management, Business Process..., Team Building, Relationship Management, Voluntary, Requirements Analysis, Contract Negotiation, Leadership, Business Relationship..., Resource Management, SharePoint, Contract Management, Stakeholder Management, Business Development, Six Sigma, Business Process..., Negotiation, 23 years experience in..., Scope Management, Project Management, Strategy, Management, Training, Financial Services, Risk Management, Employee Benefits
Education
Boston University 2006 — 2010
Project Management Certification, Project Management
Sun Life Financial December 2011 - Present
Sun Life Financial March 2006 - December 2011
Sun Life Financial June 2000 - March 2006
Sun Life Financial February 1993 - June 2000
Skills
Product Development, Strategic Planning, Insurance, Change Management, Product Management, Business Process..., Team Building, Relationship Management, Voluntary, Requirements Analysis, Contract Negotiation, Leadership, Business Relationship..., Resource Management, SharePoint, Contract Management, Stakeholder Management, Business Development, Six Sigma, Business Process..., Negotiation, 23 years experience in..., Scope Management, Project Management, Strategy, Management, Training, Financial Services, Risk Management, Employee Benefits
Education
Boston University 2006 — 2010
Project Management Certification, Project Management
Burke Ryder Burke Ryder's Sun Life Financial Experience 2007 - 2010
Job Technical Product Manager at ARCHIBUS, Inc.
Industry Computer Software
Experience
ARCHIBUS, Inc. August 2012 - Present
Raytheon June 2011 - August 2011
Sun Life Financial 2007 - 2010
ZANTAZ 2007 - 2007
ZANTAZ 2004 - 2007
iPhrase Technologies 2003 - 2004
Education
Boston University - School of Management 2010 — 2012
MBA + MS Information Systems
Worcester Polytechnic Institute 1998 — 2002
BS, Computer Science
ARCHIBUS, Inc. August 2012 - Present
Raytheon June 2011 - August 2011
Sun Life Financial 2007 - 2010
ZANTAZ 2007 - 2007
ZANTAZ 2004 - 2007
iPhrase Technologies 2003 - 2004
Education
Boston University - School of Management 2010 — 2012
MBA + MS Information Systems
Worcester Polytechnic Institute 1998 — 2002
BS, Computer Science
Sharita Tuttle's Sun Life Financial Experience December 2012 - Present
Job Disability Benefit Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2012 - Present
Harvard Pilgrim Health Care September 2005 - April 2011
Jones Lang LaSalle June 2002 - December 2007
Skills
Microsoft Office, Lotus Notes, Oracle Applications, Ovation, Economics, Customer Service, Member Relations, PowerPoint, Microsoft Excel, Microsoft Word, Mathematics, Claims Resolution, Citrix Metaframe, Medicare, Healthcare, Health Care Reform, Benefits Analysis, Insurance, Disability Insurance, Health Savings Accounts, COBRA
Education
Bridgewater State University
Bachelor of Science (B.S.), Economics
Rockland High School
Diploma
Sun Life Financial December 2012 - Present
Harvard Pilgrim Health Care September 2005 - April 2011
Jones Lang LaSalle June 2002 - December 2007
Skills
Microsoft Office, Lotus Notes, Oracle Applications, Ovation, Economics, Customer Service, Member Relations, PowerPoint, Microsoft Excel, Microsoft Word, Mathematics, Claims Resolution, Citrix Metaframe, Medicare, Healthcare, Health Care Reform, Benefits Analysis, Insurance, Disability Insurance, Health Savings Accounts, COBRA
Education
Bridgewater State University
Bachelor of Science (B.S.), Economics
Rockland High School
Diploma
Frank McNealy Frank McNealy's Sun Life Financial Experience 2003 - 2009
Job Director of Digital Media at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts - State Treasurer's Office April 2011 - Present
FXM Design June 2010 - Present
Sun Life Financial 2003 - 2009
BrassRing, LLC 2001 - 2002
Coriva / Adept, Inc 1998 - 2001
Digital Equipment Corporation 1980 - 1998
Education
Bridgewater State College 2009 — 2010
Web Design and Graphic Design
Suffolk University 1973 — 1977
BS, Business Administration
Holbrook High School
Commonwealth of Massachusetts - State Treasurer's Office April 2011 - Present
FXM Design June 2010 - Present
Sun Life Financial 2003 - 2009
BrassRing, LLC 2001 - 2002
Coriva / Adept, Inc 1998 - 2001
Digital Equipment Corporation 1980 - 1998
Education
Bridgewater State College 2009 — 2010
Web Design and Graphic Design
Suffolk University 1973 — 1977
BS, Business Administration
Holbrook High School
Phil Bolton Phil Bolton's Sun Life Financial Experience March 1999 - March 2005
Job VP Project Manager Consultant at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
State Street August 2015 - Present
Biogen April 2015 - July 2015
MFS Investment Management November 2013 - April 2015
Biogen Idec October 2011 - November 2013
RBS Citizens Financial Group July 2010 - August 2011
State Street January 2006 - April 2010
Brown Brothers Harriman March 2005 - December 2005
Sun Life Financial March 1999 - March 2005
BNY Mellon September 1996 - March 1999
Fidelity Investments September 1995 - September 1996
Skills
Asset Management, Corporate Actions, Commercial Lending, Securities Lending, Transfer Agency, Banking, Systems Analysis, Vendor Management, Business Analysis, Risk Management, Compliance, SDLC, Process Improvement, Visio, Mutual Funds, Equities, Program Management, Lotus Notes, Change Management, Trading, Customer Relations, MS Project, Management Consulting, Business Strategy, Outsourcing, Due Diligence, Analysis, Requirements Analysis, RFP, Requirements Gathering, Strategic Planning, Business Continuity, Project Portfolio..., Project Planning, Financial Reporting, PMO, SOX, Fixed Income, Bloomberg, Management, Financial Services, Project Management, Consulting, SharePoint, Finance, Enterprise Software, Leadership, Software Project..., Software Development, Quality Assurance
Education
Boston University
Salem State University
Sandra Hunt's Sun Life Financial Experience January 2009 - Present
Job Internal Communications Professional
Industry Financial Services
Experience
Sun Life Financial January 2009 - Present
Sun Life Financial September 2006 - January 2009
Sun Life Financial June 2004 - September 2006
Sun Life Financial January 1999 - June 2004
The New England Center for Children 1997 - 1998
The Sage Group, Inc. 1995 - 1997
Graphic Composition, Inc. 1993 - 1994
Sportscape, Inc./Cardinal Business Media, Inc. 1991 - 1993
Skills
Internal Communications
Education
Boston University
BS, Mass Communications
Simmons College
MS, Communications Management
Sun Life Financial January 2009 - Present
Sun Life Financial September 2006 - January 2009
Sun Life Financial June 2004 - September 2006
Sun Life Financial January 1999 - June 2004
The New England Center for Children 1997 - 1998
The Sage Group, Inc. 1995 - 1997
Graphic Composition, Inc. 1993 - 1994
Sportscape, Inc./Cardinal Business Media, Inc. 1991 - 1993
Skills
Internal Communications
Education
Boston University
BS, Mass Communications
Simmons College
MS, Communications Management
Deb Ouellette's Sun Life Financial Experience April 2006 - February 2007
Job Brand Manager at BBC International
Industry Apparel & Fashion
Experience
BBC International February 2007 - Present
Sun Life Financial April 2006 - February 2007
Fidelity Investments November 1997 - April 2006
Skills
Retail, Merchandising, New Business Development, Product Development, Marketing, Sales
Education
Bridgewater State College 1988 — 1993
Business, Management, Marketing, and Related Support Services
BBC International February 2007 - Present
Sun Life Financial April 2006 - February 2007
Fidelity Investments November 1997 - April 2006
Skills
Retail, Merchandising, New Business Development, Product Development, Marketing, Sales
Education
Bridgewater State College 1988 — 1993
Business, Management, Marketing, and Related Support Services
Paul Grillo's Sun Life Financial Experience January 1995 - January 2006
Job Senior Business Analyst at Iron Mountain
Industry Information Services
Experience
Iron Mountain February 2011 - Present
Swansea MA ZBA January 2001 - Present
Iron Mountain May 2010 - February 2011
Blue Cross Blue Shield of Rhode Island August 2009 - March 2010
American Student Assistance June 2006 - January 2009
Sun Life Financial January 1995 - January 2006
Swansea Fire Department January 1977 - January 2001
BALFOUR COMPANY January 1990 - January 1995
Leach & Garner 1992 - 1995
Skills
Business Analysis, Project Management, Leadership, Program Management, Integration, CRM, Business Process, Software Documentation, Strategic Planning, SDLC, Process Improvement, Requirements Gathering, Enterprise Software, Software Development, Training
Education
Bristol Community College 1975 — 1977
Associate Degree, Liberal Arts
Johnson & Wales University
Bachelor of Science, Data Management
SIEBEL EBUSINESS ESSENTIALS
Iron Mountain February 2011 - Present
Swansea MA ZBA January 2001 - Present
Iron Mountain May 2010 - February 2011
Blue Cross Blue Shield of Rhode Island August 2009 - March 2010
American Student Assistance June 2006 - January 2009
Sun Life Financial January 1995 - January 2006
Swansea Fire Department January 1977 - January 2001
BALFOUR COMPANY January 1990 - January 1995
Leach & Garner 1992 - 1995
Skills
Business Analysis, Project Management, Leadership, Program Management, Integration, CRM, Business Process, Software Documentation, Strategic Planning, SDLC, Process Improvement, Requirements Gathering, Enterprise Software, Software Development, Training
Education
Bristol Community College 1975 — 1977
Associate Degree, Liberal Arts
Johnson & Wales University
Bachelor of Science, Data Management
SIEBEL EBUSINESS ESSENTIALS
Dawne Currier's Sun Life Financial Experience July 2011 - Present
Job Compliance Analyst at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2011 - Present
Sun Life Financial August 2010 - July 2011
Education
Northeastern University 2002 — 2003
Paralegal Certificate Program
Bridgewater State University 1991 — 1996
Sun Life Financial July 2011 - Present
Sun Life Financial August 2010 - July 2011
Education
Northeastern University 2002 — 2003
Paralegal Certificate Program
Bridgewater State University 1991 — 1996
Jacob Eggers's Sun Life Financial Experience February 2008 - November 2008
Job Developer Manager
Industry Computer Software
Experience
Wells Fargo Capital Finance May 2011 - Present
Ace Metrix November 2008 - April 2011
Sun Life Financial February 2008 - November 2008
Silverscape February 2007 - February 2008
Brandeis University June 2005 - January 2007
Skills
Flex, Data Mining, Python, User Interface, ActionScript, User Experience, Data Analysis, SQL, Data Visualization, Machine Learning, Mathematics, Vim, Data Intelligence, TypeScript, AngularJS, npm, Ant, Code Review, Test Automation, Continuous Integration, Agile Application..., Git, Process Automation
Education
Brandeis University 1998 — 2007
BA, Physics
Wells Fargo Capital Finance May 2011 - Present
Ace Metrix November 2008 - April 2011
Sun Life Financial February 2008 - November 2008
Silverscape February 2007 - February 2008
Brandeis University June 2005 - January 2007
Skills
Flex, Data Mining, Python, User Interface, ActionScript, User Experience, Data Analysis, SQL, Data Visualization, Machine Learning, Mathematics, Vim, Data Intelligence, TypeScript, AngularJS, npm, Ant, Code Review, Test Automation, Continuous Integration, Agile Application..., Git, Process Automation
Education
Brandeis University 1998 — 2007
BA, Physics
Dragica Mijailovic's Sun Life Financial Experience November 2001 - Present
Job Counsel at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2001 - Present
Keyport Life Insurance Company March 2000 - October 2001
Stone & Webster 1996 - 2000
Education
Boston University School of Law 1993 — 1995
LL.M., Law
Sun Life Financial November 2001 - Present
Keyport Life Insurance Company March 2000 - October 2001
Stone & Webster 1996 - 2000
Education
Boston University School of Law 1993 — 1995
LL.M., Law
James McCaffery's Sun Life Financial Experience June 2010 - Present
Job Internal Audit Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2010 - Present
Sun Life Financial May 2008 - June 2010
First Marblehead September 2006 - May 2008
PricewaterhouseCoopers June 2004 - September 2006
Skills
Internal Audit, Internal Controls, Business Process..., Fraud, Project Management, Compliance, IT Audit, Process Improvement, Insurance, SOX 404, Information Security..., Enterprise Risk..., Auditing, Sarbanes-Oxley, Risk Assessment, CISA, Business Process, COSO, AML, Account Reconciliation, Assurance, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Risk Management, Operational Risk, Leadership
Education
Bridgewater State College 2004 — 2006
Master of Science, Management
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (B.S.), Accounting
Sun Life Financial June 2010 - Present
Sun Life Financial May 2008 - June 2010
First Marblehead September 2006 - May 2008
PricewaterhouseCoopers June 2004 - September 2006
Skills
Internal Audit, Internal Controls, Business Process..., Fraud, Project Management, Compliance, IT Audit, Process Improvement, Insurance, SOX 404, Information Security..., Enterprise Risk..., Auditing, Sarbanes-Oxley, Risk Assessment, CISA, Business Process, COSO, AML, Account Reconciliation, Assurance, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Risk Management, Operational Risk, Leadership
Education
Bridgewater State College 2004 — 2006
Master of Science, Management
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (B.S.), Accounting
Marli Piccolo's Sun Life Financial Experience January 2006 - March 2008
Job Lead Plan Service Account Manager with Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments October 2012 - December 2014
The Hartford March 2008 - October 2012
Sun Life Financial January 2006 - March 2008
MFS Investment Management January 1996 - January 2006
Skills
Pensions, Employee Benefits, New Business Development, CRM, Management, Customer Service, Finance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 6, Vendor Management, Relationship Management, 401k, FINRA, Defined Contribution, Networking, Financial Services, Business Planning, Credit, Training, Series 7, Human Resources, Securities, Customer Retention, Salesforce.com, Sales, Insurance, Fixed Annuities, ERISA, Wealth Management, Asset Allocation, Marathon
Education
University of Massachusetts Lowell 2003 — 2008
Liberal Arts, Sociology and Psychology
Massasoit Community College 1993 — 2000
AD, Business Administration
Bridgewater State University 1987 — 1988
Physical Education
Bishop Feehan High School 1983 — 1987
Mansfield Public Schools
EMPOWER Retirement January 2015 - Present
Putnam Investments October 2012 - December 2014
The Hartford March 2008 - October 2012
Sun Life Financial January 2006 - March 2008
MFS Investment Management January 1996 - January 2006
Skills
Pensions, Employee Benefits, New Business Development, CRM, Management, Customer Service, Finance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 6, Vendor Management, Relationship Management, 401k, FINRA, Defined Contribution, Networking, Financial Services, Business Planning, Credit, Training, Series 7, Human Resources, Securities, Customer Retention, Salesforce.com, Sales, Insurance, Fixed Annuities, ERISA, Wealth Management, Asset Allocation, Marathon
Education
University of Massachusetts Lowell 2003 — 2008
Liberal Arts, Sociology and Psychology
Massasoit Community College 1993 — 2000
AD, Business Administration
Bridgewater State University 1987 — 1988
Physical Education
Bishop Feehan High School 1983 — 1987
Mansfield Public Schools
Luke LaPray's Sun Life Financial Experience June 2000 - May 2002
Job Insurance Consultant
Industry Insurance
Experience
FirstWest January 2012 - Present
Meritain Health April 2007 - January 2012
Genworth Financial September 2005 - April 2007
Ebix June 2004 - September 2005
The Standard June 2002 - May 2004
Sun Life Financial June 2000 - May 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Brokers, Underwriting, Self-funded, COBRA, Managed Care, Life Insurance, Reinsurance, Term Life Insurance, Medicare, Claim
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance
FirstWest January 2012 - Present
Meritain Health April 2007 - January 2012
Genworth Financial September 2005 - April 2007
Ebix June 2004 - September 2005
The Standard June 2002 - May 2004
Sun Life Financial June 2000 - May 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Brokers, Underwriting, Self-funded, COBRA, Managed Care, Life Insurance, Reinsurance, Term Life Insurance, Medicare, Claim
Education
Brigham Young University 1997 — 2000
Bachelor's degree, Finance
Kimberly Moreau's Sun Life Financial Experience January 1997 - January 2000
Job Inside Sales & Marketing Manager at Pyng Medical
Industry Marketing and Advertising
Experience
Pyng Medical April 2010 - Present
Imprint Plus October 2005 - March 2010
Draft Control Solutions October 2004 - October 2005
DWL Incorporated January 2000 - January 2004
Sun Life Financial January 1997 - January 2000
Skills
Lead Generation, CRM, Marketing, Public Relations, SEO, E-commerce, Marketing Strategy, Marketing Communications, Analytics, Advertising, Event Planning, Sales, Strategy, Negotiation, Selling, Customer Service, Microsoft CRM
Education
British Columbia Institute of Technology 2008 — 2008
Supervisory Skills
University of Guelph 1991 — 1995
Bachelor of Arts
Pyng Medical April 2010 - Present
Imprint Plus October 2005 - March 2010
Draft Control Solutions October 2004 - October 2005
DWL Incorporated January 2000 - January 2004
Sun Life Financial January 1997 - January 2000
Skills
Lead Generation, CRM, Marketing, Public Relations, SEO, E-commerce, Marketing Strategy, Marketing Communications, Analytics, Advertising, Event Planning, Sales, Strategy, Negotiation, Selling, Customer Service, Microsoft CRM
Education
British Columbia Institute of Technology 2008 — 2008
Supervisory Skills
University of Guelph 1991 — 1995
Bachelor of Arts
Timothy Costa's Sun Life Financial Experience March 2007 - May 2007
Job Staff Scientist at EBI Consulting
Industry Environmental Services
Experience
EBI Consulting January 2009 - Present
EBI Consulting June 2008 - January 2009
Sun Life Financial March 2007 - May 2007
Skills
Environmental Consulting, GIS
Education
Boston University 2005 — 2006
MA, Geography
Syracuse University 2000 — 2004
BA, Geography and Political Science
EBI Consulting January 2009 - Present
EBI Consulting June 2008 - January 2009
Sun Life Financial March 2007 - May 2007
Skills
Environmental Consulting, GIS
Education
Boston University 2005 — 2006
MA, Geography
Syracuse University 2000 — 2004
BA, Geography and Political Science
Barb McNicholas's Sun Life Financial Experience 1988 - 1992
Job Technical Recruiter at Modis barbara.mcnicholas@modis.com
Industry Information Technology and Services
Experience
Modis July 2006 - Present
Progressive Insurance 1993 - 2008
Progressive Insurance 1993 - 2006
Sunlife of Canada 1988 - 1993
Sun Financial Group 1988 - 1993
Sun Life Financial 1988 - 1992
Zayer Corportation/TJX Companies 1985 - 1988
Zayer Corportation/TJX Companies 1985 - 1988
Skills
Internet Recruiting, Applicant Tracking..., Technical Recruiting, Benefits Negotiation, Talent Acquisition, Screening
Education
Bowling Green State University
BA, Human Resources
Modis July 2006 - Present
Progressive Insurance 1993 - 2008
Progressive Insurance 1993 - 2006
Sunlife of Canada 1988 - 1993
Sun Financial Group 1988 - 1993
Sun Life Financial 1988 - 1992
Zayer Corportation/TJX Companies 1985 - 1988
Zayer Corportation/TJX Companies 1985 - 1988
Skills
Internet Recruiting, Applicant Tracking..., Technical Recruiting, Benefits Negotiation, Talent Acquisition, Screening
Education
Bowling Green State University
BA, Human Resources
Rachel Klahr's Sun Life Financial Experience September 2013 - March 2015
Job Senior Payroll Manager at Wayfair
Industry Retail
Experience
Wayfair April 2015 - Present
Sun Life Financial September 2013 - March 2015
Granite Telecommunications May 2012 - September 2013
Aspen Technology December 2011 - February 2012
American Tower Corporation June 2008 - July 2009
Kimpton Hotels March 2006 - June 2008
The Ritz-Carlton Hotels of Boston June 2002 - June 2006
Richtree USA, Inc January 2001 - January 2002
Skills
Payroll, ADP Payroll, Accounts Payable, Employee Benefits, Human Resources, Management, Accounts Receivable, Benefits Administration, Account Reconciliation, Training, Accounting, Recruiting, Invoicing, Time Management, Auditing, Financial Statements, Access, Software Documentation, New Hire Orientations, Balance, Payroll Processing, General Ledger, Internal Controls, Journal Entries, Sarbanes-Oxley Act, Financial Reporting, Budgets, Microsoft Excel, Employee Relations, Supervisory Skills, PeopleSoft, ADP E-Time, iPay, Enterprise eTime, Timesaver, ADP ReportSmith, Multi-state Payroll..., Forecasting, Financial Analysis, Great Plains Software, ADP, Cash Management, Oracle, Mas 90, JD Edwards, PayEx, ADP HRB, Affordable Care Act, UltiPro
Education
Boston University 1998 — 2001
Bachelor of Science, Hospitality Administration
Wayfair April 2015 - Present
Sun Life Financial September 2013 - March 2015
Granite Telecommunications May 2012 - September 2013
Aspen Technology December 2011 - February 2012
American Tower Corporation June 2008 - July 2009
Kimpton Hotels March 2006 - June 2008
The Ritz-Carlton Hotels of Boston June 2002 - June 2006
Richtree USA, Inc January 2001 - January 2002
Skills
Payroll, ADP Payroll, Accounts Payable, Employee Benefits, Human Resources, Management, Accounts Receivable, Benefits Administration, Account Reconciliation, Training, Accounting, Recruiting, Invoicing, Time Management, Auditing, Financial Statements, Access, Software Documentation, New Hire Orientations, Balance, Payroll Processing, General Ledger, Internal Controls, Journal Entries, Sarbanes-Oxley Act, Financial Reporting, Budgets, Microsoft Excel, Employee Relations, Supervisory Skills, PeopleSoft, ADP E-Time, iPay, Enterprise eTime, Timesaver, ADP ReportSmith, Multi-state Payroll..., Forecasting, Financial Analysis, Great Plains Software, ADP, Cash Management, Oracle, Mas 90, JD Edwards, PayEx, ADP HRB, Affordable Care Act, UltiPro
Education
Boston University 1998 — 2001
Bachelor of Science, Hospitality Administration
Xiaomin Chen's Sun Life Financial Experience April 2015 - Present
Job Senior Manager, Client Solutions Analytics at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2015 - Present
Sun Life Financial August 2014 - April 2015
Sun Life Financial August 2011 - August 2014
Transcontinental,Inc March 2009 - August 2011
Exchange Solutions Inc. March 2007 - March 2009
Skills
Analytics, Customer Insight, Segmentation, SAS, Database Marketing, Data Analysis, Business Analysis, Digital Marketing, Direct Marketing, Business Intelligence, CRM, Web Analytics, SQL, Project Management, Data Mining
Education
Bowling Green State University
Master of Science (MS), Applied Statistics
University of Toledo
Master of Arts (MA), Economics
Sun Life Financial April 2015 - Present
Sun Life Financial August 2014 - April 2015
Sun Life Financial August 2011 - August 2014
Transcontinental,Inc March 2009 - August 2011
Exchange Solutions Inc. March 2007 - March 2009
Skills
Analytics, Customer Insight, Segmentation, SAS, Database Marketing, Data Analysis, Business Analysis, Digital Marketing, Direct Marketing, Business Intelligence, CRM, Web Analytics, SQL, Project Management, Data Mining
Education
Bowling Green State University
Master of Science (MS), Applied Statistics
University of Toledo
Master of Arts (MA), Economics
Sarah Langlois's Sun Life Financial Experience February 2008 - August 2013
Job Executive Legal Assistant at Alere Inc.
Industry Legal Services
Experience
Alere Inc. October 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial February 2008 - August 2013
Massachusetts State Police Crime Laboratory - DNA Unit September 2012 - December 2012
United States Marine Corps November 2003 - November 2007
Skills
Mediation, Licensing, Legal Research, Wordperfect, Westlaw, Legal Writing, Corporate Law, Public Policy, Policy, Civil Litigation, Contract Negotiation, Courts, Legal Assistance, Lotus Notes, Government, Real Estate, Trials, Arbitration, Litigation, Litigation Support, Document Review, Research, Public Speaking, International Relations, Microsoft Excel, Program Management, Management
Education
Boston University 2009 — 2013
BS, Biomedical Laboratory and Clinical Sciences
Boston University 1999 — 2003
BA, US History
Alere Inc. October 2014 - Present
Delaware Life August 2013 - October 2014
Sun Life Financial February 2008 - August 2013
Massachusetts State Police Crime Laboratory - DNA Unit September 2012 - December 2012
United States Marine Corps November 2003 - November 2007
Skills
Mediation, Licensing, Legal Research, Wordperfect, Westlaw, Legal Writing, Corporate Law, Public Policy, Policy, Civil Litigation, Contract Negotiation, Courts, Legal Assistance, Lotus Notes, Government, Real Estate, Trials, Arbitration, Litigation, Litigation Support, Document Review, Research, Public Speaking, International Relations, Microsoft Excel, Program Management, Management
Education
Boston University 2009 — 2013
BS, Biomedical Laboratory and Clinical Sciences
Boston University 1999 — 2003
BA, US History
Evan Melford, MBA's Sun Life Financial Experience April 2012 - July 2013
Job Associate at Arrowstreet Capital
Industry Financial Services
Experience
Arrowstreet Capital July 2013 - Present
Sun Life Financial April 2012 - July 2013
State Street January 2011 - April 2012
State Street August 2008 - December 2010
State Street August 2006 - August 2008
State Street June 2005 - July 2006
Skills
Essbase, Forecasting, Budget Analysis, Budget Preparation, Trend Analysis, Data Analysis, Excel, Financial Analysis, Financial Reporting, PowerPoint, Risk Management, Word, Microsoft Excel, Budgets, Microsoft Word, Mutual Funds, Equities, Accounting, Finance, Fixed Income
Education
Boston University - School of Management 2008 — 2011
MBA, Finance
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
Arrowstreet Capital July 2013 - Present
Sun Life Financial April 2012 - July 2013
State Street January 2011 - April 2012
State Street August 2008 - December 2010
State Street August 2006 - August 2008
State Street June 2005 - July 2006
Skills
Essbase, Forecasting, Budget Analysis, Budget Preparation, Trend Analysis, Data Analysis, Excel, Financial Analysis, Financial Reporting, PowerPoint, Risk Management, Word, Microsoft Excel, Budgets, Microsoft Word, Mutual Funds, Equities, Accounting, Finance, Fixed Income
Education
Boston University - School of Management 2008 — 2011
MBA, Finance
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
Sean Leary's Sun Life Financial Experience 1994 - 1997
Job Vice President, Employee Benefits
Industry Insurance
Experience
Alliant Insurance Services May 2008 - Present
Mutual of Omaha 2004 - 2007
Reliance Standard July 1997 - June 2004
Sun Life Financial 1994 - 1997
Skills
Employee Benefits, Insurance, New Business Development, Health Insurance, Strategic Planning, Sales, Sales Management, Brokers, Leadership, Retirement, Disability Insurance, Underwriting, Health Savings Accounts, Life Insurance, Long-term Care
Education
Bowdoin College 1990 — 1994
AB, Government
Belmont Hill School 1983 — 1990
Alliant Insurance Services May 2008 - Present
Mutual of Omaha 2004 - 2007
Reliance Standard July 1997 - June 2004
Sun Life Financial 1994 - 1997
Skills
Employee Benefits, Insurance, New Business Development, Health Insurance, Strategic Planning, Sales, Sales Management, Brokers, Leadership, Retirement, Disability Insurance, Underwriting, Health Savings Accounts, Life Insurance, Long-term Care
Education
Bowdoin College 1990 — 1994
AB, Government
Belmont Hill School 1983 — 1990
Michael Petrozelli's Sun Life Financial Experience February 2005 - July 2008
Job Senior Applications Analyst at Cambridge Health Alliance
Industry Information Technology and Services
Experience
Cambridge Health Alliance May 2014 - Present
AIR Worldwide July 2012 - May 2014
Partners HealthCare January 2009 - July 2012
Sun Life Financial February 2005 - July 2008
Jewish Memorial Hospital 2001 - 2005
Self employed December 2000 - April 2001
David L Babson 1995 - 1998
Skills
Visio, SDLC, XML, Microsoft SQL Server, SharePoint, Testing, Visual Studio, Windows, Visual Basic, Windows Server, Databases, Technical Support
Education
Boston University
Bachelor of Science, Management Studies in Information Systems
Boston University
Master’s Certification, WINDOWS DEVELOPMENT/VISUAL C++ MFC PROGRAMMING
Cambridge Health Alliance May 2014 - Present
AIR Worldwide July 2012 - May 2014
Partners HealthCare January 2009 - July 2012
Sun Life Financial February 2005 - July 2008
Jewish Memorial Hospital 2001 - 2005
Self employed December 2000 - April 2001
David L Babson 1995 - 1998
Skills
Visio, SDLC, XML, Microsoft SQL Server, SharePoint, Testing, Visual Studio, Windows, Visual Basic, Windows Server, Databases, Technical Support
Education
Boston University
Bachelor of Science, Management Studies in Information Systems
Boston University
Master’s Certification, WINDOWS DEVELOPMENT/VISUAL C++ MFC PROGRAMMING
Barbara Jasmin's Sun Life Financial Experience 2007 - 2012
Job Treasurer & Member Board of Directors at Your Theatre, Inc.
Industry Financial Services
Experience
Your Theatre, Inc. July 2013 - Present
Sullivan and Cogliano January 2013 - June 2013
Sun Life Financial 2007 - 2012
Fidelity Investments 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2001 - 2006
Blue Cross Blue Shield of Massachusetts 1998 - 2001
Digital Equipment Corporation 1984 - 1998
Skills
Forecasting, Financial Reporting, Financial Planning and..., Budgeting, Accounting Operations..., Process Improvement, Activity Based Costing, Cost Allocation, Financial Audits, Financial Modeling, Capital Budgeting, Team Management, Certified MOS Excel, Certified MOS Word, Powerpoint, Hyperion, Oracle, Budgets, Variance Analysis, Business Process..., Analysis
Education
Suffolk University 1981 — 1982
Exec MBA, Finance
Bridgewater State College
Bachelor's degree, Mathematics
Your Theatre, Inc. July 2013 - Present
Sullivan and Cogliano January 2013 - June 2013
Sun Life Financial 2007 - 2012
Fidelity Investments 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2001 - 2006
Blue Cross Blue Shield of Massachusetts 1998 - 2001
Digital Equipment Corporation 1984 - 1998
Skills
Forecasting, Financial Reporting, Financial Planning and..., Budgeting, Accounting Operations..., Process Improvement, Activity Based Costing, Cost Allocation, Financial Audits, Financial Modeling, Capital Budgeting, Team Management, Certified MOS Excel, Certified MOS Word, Powerpoint, Hyperion, Oracle, Budgets, Variance Analysis, Business Process..., Analysis
Education
Suffolk University 1981 — 1982
Exec MBA, Finance
Bridgewater State College
Bachelor's degree, Mathematics
Kimberly Coutinho's Sun Life Financial Experience April 2012 - Present
Job Distribution Training & Development at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2012 - Present
Sun Life Financial September 2011 - December 2012
Sun Life Financial July 2010 - September 2011
Sun Life Financial August 2003 - July 2010
Crosby Benefit Systems 1995 - 2003
Education
Brandeis University 1978 — 1982
BA, Mathemeatics & Education
Manchester High School 1974 — 1978
Sun Life Financial April 2012 - Present
Sun Life Financial September 2011 - December 2012
Sun Life Financial July 2010 - September 2011
Sun Life Financial August 2003 - July 2010
Crosby Benefit Systems 1995 - 2003
Education
Brandeis University 1978 — 1982
BA, Mathemeatics & Education
Manchester High School 1974 — 1978
Shauna Zanolli's Sun Life Financial Experience January 2014 - Present
Job Operations Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2014 - Present
Broadview Networks July 2008 - January 2014
Granite Telecommunications September 2007 - July 2008
Granite Telecommunications December 2006 - September 2007
Granite Telecommunications April 2004 - December 2006
New York and Company October 2001 - April 2004
Boston University September 1997 - December 2000
Skills
Process Improvement, Analysis, Customer Satisfaction, Microsoft Excel, PowerPoint, Program Management, Invoicing, Office Management, Project Management, Training, Customer Service, Telecommunications, Troubleshooting
Education
Boston University 1997 — 2001
BS
Silver Lake Regional High School
Sun Life Financial January 2014 - Present
Broadview Networks July 2008 - January 2014
Granite Telecommunications September 2007 - July 2008
Granite Telecommunications December 2006 - September 2007
Granite Telecommunications April 2004 - December 2006
New York and Company October 2001 - April 2004
Boston University September 1997 - December 2000
Skills
Process Improvement, Analysis, Customer Satisfaction, Microsoft Excel, PowerPoint, Program Management, Invoicing, Office Management, Project Management, Training, Customer Service, Telecommunications, Troubleshooting
Education
Boston University 1997 — 2001
BS
Silver Lake Regional High School
Linh (Ly) Liberti's Sun Life Financial Experience 1996 - 2001
Job AVP at State Street
Industry Financial Services
Experience
State Street Corporation July 2007 - Present
Investors Bank and Trust 2002 - 2007
Sun Life Financial 1996 - 2001
Education
Boston University
Information Technology
State Street Corporation July 2007 - Present
Investors Bank and Trust 2002 - 2007
Sun Life Financial 1996 - 2001
Education
Boston University
Information Technology
Christopher Jasset's Sun Life Financial Experience October 2013 - December 2013
Job Senior Engineer at Federal Reserve System
Industry Computer & Network Security
Experience
Federal Reserve System January 2014 - Present
Sun Life Financial October 2013 - December 2013
Trace Systems August 2012 - October 2013
ITT Systems November 2011 - August 2012
GRSi April 2010 - November 2011
Geek Squad January 2010 - November 2011
Geek Squad September 2001 - December 2009
Skills
Customer Satisfaction, Customer Service, VMware, NetApp Filers, SCCM, Active Directory, Microsoft Exchange, Powershell, VBScript, Windows Server, Microsoft SQL Server, Networking, OSD, System Administration, Computer Security, Data Center, Disaster Recovery, VMware ESX, Group Policy, Windows, Servers
Education
Bridgewater State College 2004 — 2009
Bachelor of Science (BS), Accounting
Federal Reserve System January 2014 - Present
Sun Life Financial October 2013 - December 2013
Trace Systems August 2012 - October 2013
ITT Systems November 2011 - August 2012
GRSi April 2010 - November 2011
Geek Squad January 2010 - November 2011
Geek Squad September 2001 - December 2009
Skills
Customer Satisfaction, Customer Service, VMware, NetApp Filers, SCCM, Active Directory, Microsoft Exchange, Powershell, VBScript, Windows Server, Microsoft SQL Server, Networking, OSD, System Administration, Computer Security, Data Center, Disaster Recovery, VMware ESX, Group Policy, Windows, Servers
Education
Bridgewater State College 2004 — 2009
Bachelor of Science (BS), Accounting
Bill Mulcahy's Sun Life Financial Experience January 1999 - December 2004
Job AVP, Network Control Manager at State Street Corporation
Industry Transportation/Trucking/Railroad
Experience
State Street July 2013 - Present
BostonCoach January 2006 - April 2012
Sun Life Financial January 1999 - December 2004
Foxboro Company October 1981 - January 1999
Skills
Vendor Management, Call Center, Servers, Business Analysis, Integration, Requirements Analysis, Process Improvement, Leadership, Networking, MS Project
Education
Bristol Community College 1985 — 1989
Assoc, Business
State Street July 2013 - Present
BostonCoach January 2006 - April 2012
Sun Life Financial January 1999 - December 2004
Foxboro Company October 1981 - January 1999
Skills
Vendor Management, Call Center, Servers, Business Analysis, Integration, Requirements Analysis, Process Improvement, Leadership, Networking, MS Project
Education
Bristol Community College 1985 — 1989
Assoc, Business
Damien Cornwall's Sun Life Financial Experience May 2000 - July 2007
Job Application Support/Database Specialist
Industry Information Technology and Services
Experience
Vista Higher Learning January 2014 - Present
ARCHIBUS, Inc. March 2008 - January 2014
Sun Life Financial May 2000 - July 2007
Skills
C, C++, Assembly, Perl, PHP, CSS, HTML/XML, SQL, SQL Server, Microsoft Servers, Active Directory, Group Policy, TCP/IP, DHCP, DNS Administration, Subnetting, Firewall Administration, VMware ESXi, Backup Exec, Servers, JavaScript, DNS, Microsoft SQL Server, Computer Application..., Microsoft Office, Integration, Databases, Software Installation
Education
ComputerTraining.com 2007 — 2008
MCSA, MCSE, Network Administration
Bridgewater State University 2003 — 2005
Bachelor of Arts, Philosophy - Philosophy of Mind and Pragmatisim
Bridgewater State Universiy 1997 — 2002
Bachelor of Science, Computer Science
Vista Higher Learning January 2014 - Present
ARCHIBUS, Inc. March 2008 - January 2014
Sun Life Financial May 2000 - July 2007
Skills
C, C++, Assembly, Perl, PHP, CSS, HTML/XML, SQL, SQL Server, Microsoft Servers, Active Directory, Group Policy, TCP/IP, DHCP, DNS Administration, Subnetting, Firewall Administration, VMware ESXi, Backup Exec, Servers, JavaScript, DNS, Microsoft SQL Server, Computer Application..., Microsoft Office, Integration, Databases, Software Installation
Education
ComputerTraining.com 2007 — 2008
MCSA, MCSE, Network Administration
Bridgewater State University 2003 — 2005
Bachelor of Arts, Philosophy - Philosophy of Mind and Pragmatisim
Bridgewater State Universiy 1997 — 2002
Bachelor of Science, Computer Science
Sophia Yakoubov's Sun Life Financial Experience June 2010 - August 2010
Job Student at Boston University
Industry Computer & Network Security
Experience
Sun Life Financial June 2010 - August 2010
Education
Massachusetts Institute of Technology 2007 — 2011
Mathematics and Computer Science
Boston University
Computer Science / Cryptography
Sun Life Financial June 2010 - August 2010
Education
Massachusetts Institute of Technology 2007 — 2011
Mathematics and Computer Science
Boston University
Computer Science / Cryptography
lisa taleghani's Sun Life Financial Experience August 2004 - Present
Job Director, Behavioral Health/Clinical Services at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2004 - Present
unum 2000 - 2004
Skills
Disability Insurance, Healthcare, Medicare, Case Managment, Coaching, Change Management, Health Insurance, Workers Compensation, Healthcare Management, Disability Management, Reinsurance, Mental Health, Employee Benefits, Long-term Care, Managed Care, Disabilities, Claim, Insurance, Medicaid, Claims Management, Life Insurance, Claim Investigation, Case Management, Claims Resolution
Education
Emmanuel College 1995 — 1998
MS, Healthcare Administration
Boston University 1985 — 1987
MS, Rehabilitation Counseling
Emmanuel College 1980 — 1984
Sun Life Financial August 2004 - Present
unum 2000 - 2004
Skills
Disability Insurance, Healthcare, Medicare, Case Managment, Coaching, Change Management, Health Insurance, Workers Compensation, Healthcare Management, Disability Management, Reinsurance, Mental Health, Employee Benefits, Long-term Care, Managed Care, Disabilities, Claim, Insurance, Medicaid, Claims Management, Life Insurance, Claim Investigation, Case Management, Claims Resolution
Education
Emmanuel College 1995 — 1998
MS, Healthcare Administration
Boston University 1985 — 1987
MS, Rehabilitation Counseling
Emmanuel College 1980 — 1984
Paul Gatanti's Sun Life Financial Experience January 2005 - Present
Job Director TPA Services & Business Development at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial January 2005 - Present
Skills
Health Insurance, Underwriting, Claim, Brokers, Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Reinsurance, Stop Loss, Group Insurance
Education
Bridgewater State College 1984 — 1989
Bachelor of Science, Aviation
Sun Life Financial January 2005 - Present
Skills
Health Insurance, Underwriting, Claim, Brokers, Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Reinsurance, Stop Loss, Group Insurance
Education
Bridgewater State College 1984 — 1989
Bachelor of Science, Aviation
Meryl Cousens's Sun Life Financial Experience July 2013 - March 2015
Job Sr. Disability Claims Examiner at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
Sun Life Financial July 2013 - March 2015
Sun Life Financial April 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2009 - April 2011
John Hancock Life Insurance Company (U.S.A.) September 2006 - March 2009
Skills
Fixed Annuities, 401k, Series 63, Employee Benefits, Insurance, Process Improvement, Disability Insurance, Leadership, Financial Services, Mutual Funds, Life Insurance, Retirement
Education
Bowdoin College 2000 — 2004
Bachelors, Sociology
Prudential Financial March 2015 - Present
Sun Life Financial July 2013 - March 2015
Sun Life Financial April 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2009 - April 2011
John Hancock Life Insurance Company (U.S.A.) September 2006 - March 2009
Skills
Fixed Annuities, 401k, Series 63, Employee Benefits, Insurance, Process Improvement, Disability Insurance, Leadership, Financial Services, Mutual Funds, Life Insurance, Retirement
Education
Bowdoin College 2000 — 2004
Bachelors, Sociology
Cindy Mota's Sun Life Financial Experience September 2010 - Present
Job Reinsurance Accounting Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2010 - Present
Sun Life Financial October 2009 - September 2010
New York Life Retirement Plan Services June 2007 - October 2009
Mayflower Cooperative Bank October 2003 - June 2007
Putnam Investments December 2005 - April 2006
Skills
Access, Microsoft Excel
Education
Bridgewater State University 2003 — 2007
Finance, Actuarial Science
Sun Life Financial September 2010 - Present
Sun Life Financial October 2009 - September 2010
New York Life Retirement Plan Services June 2007 - October 2009
Mayflower Cooperative Bank October 2003 - June 2007
Putnam Investments December 2005 - April 2006
Skills
Access, Microsoft Excel
Education
Bridgewater State University 2003 — 2007
Finance, Actuarial Science
Curtis Barnard's Sun Life Financial Experience July 2010 - Present
Job DirectorNiche Markets at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2010 - Present
Hartford Life May 2001 - August 2009
Hartford Life January 2001 - August 2009
Hartford Life January 2001 - January 2003
Employease, Inc January 1996 - January 2001
Travelers/MetLife January 1991 - January 1996
Travelers January 1982 - January 1991
UNUM 1982 - 1991
Skills
Account Management, Strategy, Leadership, Employee Benefits, Business Development, Sales, Strategic Planning, Process Improvement, Human Resources, Product Development, Benefits Administration, Customer Service, Solution Selling, Insurance, Underwriting, Financial Services, Relationship Management, Disability Insurance, Risk Management, Vendor Management
Education
Bowdoin College 1974 — 1978
BA, Math, Economics
Sun Life Financial July 2010 - Present
Hartford Life May 2001 - August 2009
Hartford Life January 2001 - August 2009
Hartford Life January 2001 - January 2003
Employease, Inc January 1996 - January 2001
Travelers/MetLife January 1991 - January 1996
Travelers January 1982 - January 1991
UNUM 1982 - 1991
Skills
Account Management, Strategy, Leadership, Employee Benefits, Business Development, Sales, Strategic Planning, Process Improvement, Human Resources, Product Development, Benefits Administration, Customer Service, Solution Selling, Insurance, Underwriting, Financial Services, Relationship Management, Disability Insurance, Risk Management, Vendor Management
Education
Bowdoin College 1974 — 1978
BA, Math, Economics
Derrain Anthony's Sun Life Financial Experience October 2004 - March 2006
Job Connectivity Coordinator (Remote) at Central Square Theater
Industry Marketing and Advertising
Experience
Central Square Theater January 2014 - June 2014
Next Step Living September 2013 - March 2014
Interaction Associates November 2012 - August 2013
Global Novations June 2010 - November 2012
Citizens Energy September 2008 - May 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2006 - December 2007
Sun Life Financial October 2004 - March 2006
Skills
Microsoft Office Suite:..., Sales Force, Sales, Outlook, Microsoft Excel, Microsoft Office, Salesforce.com, Event Planning, Microsoft Word, Public Speaking, Workshop Facilitation, Social Media, Microsoft Publisher, Strategic Planning, Project Management, Program Management, Management, Leadership, Recruiting, Strategy, Employee Relations, Training, Research, Onboarding, CRM, Coaching, Performance Management, Marketing, Human Resources, Business Development, Process Improvement, Marketing Communications, Account Management, Project Planning, Integrated Marketing, Nonprofits, Marketing Strategy, Organizational..., Leadership Development, Consulting, Customer Service, Budgets, Social Networking, Team Building
Education
Emerson College 2007 — 2011
M.A., Integrated Marketing Communications
Bradley University 1999 — 2003
B.S., Social Work
Central Square Theater January 2014 - June 2014
Next Step Living September 2013 - March 2014
Interaction Associates November 2012 - August 2013
Global Novations June 2010 - November 2012
Citizens Energy September 2008 - May 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2006 - December 2007
Sun Life Financial October 2004 - March 2006
Skills
Microsoft Office Suite:..., Sales Force, Sales, Outlook, Microsoft Excel, Microsoft Office, Salesforce.com, Event Planning, Microsoft Word, Public Speaking, Workshop Facilitation, Social Media, Microsoft Publisher, Strategic Planning, Project Management, Program Management, Management, Leadership, Recruiting, Strategy, Employee Relations, Training, Research, Onboarding, CRM, Coaching, Performance Management, Marketing, Human Resources, Business Development, Process Improvement, Marketing Communications, Account Management, Project Planning, Integrated Marketing, Nonprofits, Marketing Strategy, Organizational..., Leadership Development, Consulting, Customer Service, Budgets, Social Networking, Team Building
Education
Emerson College 2007 — 2011
M.A., Integrated Marketing Communications
Bradley University 1999 — 2003
B.S., Social Work
Sara Enan's Sun Life Financial Experience June 2010 - August 2010
Job Commercial Planner at Rocket Internet | Jumia Venture
Industry Legal Services
Experience
Rocket Internet AG January 2014 - Present
Nathan Associates October 2012 - November 2013
Navigant August 2012 - October 2012
IGI, Inc September 2011 - August 2012
Seeds of Peace June 2011 - August 2011
Brandeis University September 2009 - May 2011
Sun Life Financial June 2010 - August 2010
Commerical International Bank June 2009 - July 2009
Skills
Quantitative Analytics, Statistics, Quantitative Research, Economics, Community Outreach
Education
Brandeis University 2007 — 2011
B.A, Econoimcs, Mathematics, Business
El Alsson British & American International School
Rocket Internet AG January 2014 - Present
Nathan Associates October 2012 - November 2013
Navigant August 2012 - October 2012
IGI, Inc September 2011 - August 2012
Seeds of Peace June 2011 - August 2011
Brandeis University September 2009 - May 2011
Sun Life Financial June 2010 - August 2010
Commerical International Bank June 2009 - July 2009
Skills
Quantitative Analytics, Statistics, Quantitative Research, Economics, Community Outreach
Education
Brandeis University 2007 — 2011
B.A, Econoimcs, Mathematics, Business
El Alsson British & American International School
Troy Krushel's Sun Life Financial Experience Corporate SecretaryThe Canadian PressSeptember 2011 - August 2015
Job Assistant VicePresident & Senior Counsel at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial Corporate SecretaryThe Canadian PressSeptember 2011 - August 2015
Torstar Corporation December 2010 - August 2015
Valeant Pharmaceuticals International, Inc. (formerly Biovail Corporation) July 2009 - November 2010
Royal Bank of Canada July 2007 - July 2009
Osler, Hoskin & Harcourt LLP August 2005 - July 2007
Gowling Lafleur Henderson LLP May 1999 - August 2005
Skills
Corporate Governance, Corporate Law, Securities Regulation, Mergers, Licensing, Joint Ventures, Due Diligence, Corporate Finance, Venture Capital, Private Equity, Legal Advice, Contract Negotiation, Mergers & Acquisitions, Business Strategy, Securities, IPO, Leadership, Acquisitions, M&A experience, Divestitures, Strategy
Education
Canadian Securities Institute 2000 — 2001
Canadian Securities Course
Queen's University 1997 — 2000
J.D., Law
Brandon University 1992 — 1997
B.A. (specialist), Economics, Business Administration
Sun Life Financial Corporate SecretaryThe Canadian PressSeptember 2011 - August 2015
Torstar Corporation December 2010 - August 2015
Valeant Pharmaceuticals International, Inc. (formerly Biovail Corporation) July 2009 - November 2010
Royal Bank of Canada July 2007 - July 2009
Osler, Hoskin & Harcourt LLP August 2005 - July 2007
Gowling Lafleur Henderson LLP May 1999 - August 2005
Skills
Corporate Governance, Corporate Law, Securities Regulation, Mergers, Licensing, Joint Ventures, Due Diligence, Corporate Finance, Venture Capital, Private Equity, Legal Advice, Contract Negotiation, Mergers & Acquisitions, Business Strategy, Securities, IPO, Leadership, Acquisitions, M&A experience, Divestitures, Strategy
Education
Canadian Securities Institute 2000 — 2001
Canadian Securities Course
Queen's University 1997 — 2000
J.D., Law
Brandon University 1992 — 1997
B.A. (specialist), Economics, Business Administration
Victoria Li's Sun Life Financial Experience April 2015 - Present
Job Investment Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2015 - Present
Sun Life Financial August 2014 - April 2015
Sun Life Financial August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Boston College September 2011 - August 2012
Russell Investments June 2011 - August 2011
Boston College September 2009 - May 2011
Societe Generale June 2010 - August 2010
PrimeLink Recruitment Consultants Ltd. June 2009 - August 2009
YMCA 2008 - 2009
Skills
PowerPoint, Microsoft Office, Facebook, Social Media, Microsoft Excel, Research, SPSS, Microsoft Word, Editing, Mandarin, Mac, Social Networking, Customer Service, Public Relations
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Loomis Chaffee School 2004 — 2008
High School Diploma
Boston University
Boston University
Sun Life Financial April 2015 - Present
Sun Life Financial August 2014 - April 2015
Sun Life Financial August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Boston College September 2011 - August 2012
Russell Investments June 2011 - August 2011
Boston College September 2009 - May 2011
Societe Generale June 2010 - August 2010
PrimeLink Recruitment Consultants Ltd. June 2009 - August 2009
YMCA 2008 - 2009
Skills
PowerPoint, Microsoft Office, Facebook, Social Media, Microsoft Excel, Research, SPSS, Microsoft Word, Editing, Mandarin, Mac, Social Networking, Customer Service, Public Relations
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Loomis Chaffee School 2004 — 2008
High School Diploma
Boston University
Boston University
Thomas Schenck's Sun Life Financial Experience April 2006 - July 2007
Job Health Insurance Specialist at Centers for Medicare & Medicaid Services
Industry Government Administration
Experience
Centers for Medicare & Medicaid Services May 2015 - Present
Centers for Medicare & Medicaid Services February 2013 - Present
Centers for Medicare & Medicaid Services September 2010 - February 2013
Kemper Insurance July 2007 - July 2010
Sun Life Financial April 2006 - July 2007
Crowe Paradis October 2005 - April 2006
Dearborn Academy August 2004 - June 2005
Majuro Cooperative School August 2003 - June 2004
Skills
Federal Government, Health Insurance, Health Care Reform, Medicaid Managed Care, Legislative Research, Health Care Systems, Employee Benefits, Medical Underwriting, Health Policy, Data Analysis, Government, Policy Analysis, Medicaid
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA), Health/Health Care Administration/Management
Dartmouth College 1999 — 2003
Bachelor of Arts Degree, English Literature
Centers for Medicare & Medicaid Services May 2015 - Present
Centers for Medicare & Medicaid Services February 2013 - Present
Centers for Medicare & Medicaid Services September 2010 - February 2013
Kemper Insurance July 2007 - July 2010
Sun Life Financial April 2006 - July 2007
Crowe Paradis October 2005 - April 2006
Dearborn Academy August 2004 - June 2005
Majuro Cooperative School August 2003 - June 2004
Skills
Federal Government, Health Insurance, Health Care Reform, Medicaid Managed Care, Legislative Research, Health Care Systems, Employee Benefits, Medical Underwriting, Health Policy, Data Analysis, Government, Policy Analysis, Medicaid
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA), Health/Health Care Administration/Management
Dartmouth College 1999 — 2003
Bachelor of Arts Degree, English Literature
J. Stephen Holmes's Sun Life Financial Experience June 2006 - July 2007
Job at Annucity LLC
Industry Financial Services
Experience
Annucity LLC July 2007 - Present
Sun Life Financial June 2006 - July 2007
Transamerica Capital, INC November 2005 - March 2006
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Disability Insurance, Life Insurance, Series 63, Series 6, Investments, Series 7, Long-term Care
Education
Bowling Green State University 1983 — 1987
BSBA, Marketing
Annucity LLC July 2007 - Present
Sun Life Financial June 2006 - July 2007
Transamerica Capital, INC November 2005 - March 2006
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Disability Insurance, Life Insurance, Series 63, Series 6, Investments, Series 7, Long-term Care
Education
Bowling Green State University 1983 — 1987
BSBA, Marketing
Dawn Mota's Sun Life Financial Experience December 2009 - August 2010
Job Accounting Director at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services April 2014 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - April 2014
Affiliates Insurance Company August 2010 - March 2011
Sun Life Financial December 2009 - August 2010
PricewaterhouseCoopers 2006 - 2009
Skills
Financial Reporting, General Ledger, SOX, IFRS, Audit, Sarbanes-Oxley Act, Accounting, US GAAP, Internal Audit, Insurance, Auditing, Financial Analysis, GAAP, Internal Controls, Strategic Financial..., CPA, Financial Statements
Education
Bridgewater State College 2001 — 2006
Accounting and Finance; Minor in Actuarial Science
John Hancock Financial Services April 2014 - Present
John Hancock Life Insurance Company (U.S.A.) March 2011 - April 2014
Affiliates Insurance Company August 2010 - March 2011
Sun Life Financial December 2009 - August 2010
PricewaterhouseCoopers 2006 - 2009
Skills
Financial Reporting, General Ledger, SOX, IFRS, Audit, Sarbanes-Oxley Act, Accounting, US GAAP, Internal Audit, Insurance, Auditing, Financial Analysis, GAAP, Internal Controls, Strategic Financial..., CPA, Financial Statements
Education
Bridgewater State College 2001 — 2006
Accounting and Finance; Minor in Actuarial Science
Peng Hao, CPA's Sun Life Financial Experience October 2008 - Present
Job Senior Accounting Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2008 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Accounting, Mutual Funds, Financial Accounting, Variance Analysis, Finance, IFRS, Corporate Finance, US GAAP, Auditing, Investments, Hyperion Enterprise, Essbase, Account Reconciliation
Education
Brandeis University, Lemberg - International Business School 2003 — 2005
MBA, International Finance
Sun Life Financial October 2008 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Accounting, Mutual Funds, Financial Accounting, Variance Analysis, Finance, IFRS, Corporate Finance, US GAAP, Auditing, Investments, Hyperion Enterprise, Essbase, Account Reconciliation
Education
Brandeis University, Lemberg - International Business School 2003 — 2005
MBA, International Finance
Romina Ruggeri's Sun Life Financial Experience April 2011 - February 2012
Job Sr. Tax Analyst at MultiPlan
Industry Accounting
Experience
MultiPlan February 2012 - Present
Sun Life Financial April 2011 - February 2012
PricewaterhouseCoopers September 2009 - April 2011
PricewaterhouseCoopers September 2006 - September 2009
Skills
Corporate Tax, Tax, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, US GAAP, Internal Controls, SEC filings, CPA, Tax Accounting, Tax Research, Income Tax, Sarbanes-Oxley
Education
GSPA Northeastern University 2005 — 2006
MSA/MBA, Accounting
Boston University 2001 — 2005
BA, Linguistics
MultiPlan February 2012 - Present
Sun Life Financial April 2011 - February 2012
PricewaterhouseCoopers September 2009 - April 2011
PricewaterhouseCoopers September 2006 - September 2009
Skills
Corporate Tax, Tax, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, US GAAP, Internal Controls, SEC filings, CPA, Tax Accounting, Tax Research, Income Tax, Sarbanes-Oxley
Education
GSPA Northeastern University 2005 — 2006
MSA/MBA, Accounting
Boston University 2001 — 2005
BA, Linguistics
Phillip Fung's Sun Life Financial Experience October 2011 - April 2013
Job Business Support Unit at Insurance Corporation of British Columbia
Industry Insurance
Experience
Insurance Corporation of British Columbia January 2015 - Present
Insurance Corporation of British Columbia April 2013 - Present
Sun Life Financial October 2011 - April 2013
Canarch Designs Ltd. December 2009 - November 2011
Pacific National Exhibition July 2004 - October 2011
Punch Brand May 2008 - August 2010
Futureshop September 2008 - February 2010
Skills
Microsoft Office, Customer Service, Customer Relations, Financial Planning, Insurance, Word, Budgeting, Problem Solving, Strategic Planning, Retirement Planning, Investments, Financial Analysis, Planning, Estate Planning, Small Business, Asset Management, Long Term Care, Public Speaking, Leadership
Education
Simon Fraser University 2005 — 2011
Bachelors, Economics
BCIT 2009 — 2010
Drafting & AutoCAD
Insurance Corporation of British Columbia January 2015 - Present
Insurance Corporation of British Columbia April 2013 - Present
Sun Life Financial October 2011 - April 2013
Canarch Designs Ltd. December 2009 - November 2011
Pacific National Exhibition July 2004 - October 2011
Punch Brand May 2008 - August 2010
Futureshop September 2008 - February 2010
Skills
Microsoft Office, Customer Service, Customer Relations, Financial Planning, Insurance, Word, Budgeting, Problem Solving, Strategic Planning, Retirement Planning, Investments, Financial Analysis, Planning, Estate Planning, Small Business, Asset Management, Long Term Care, Public Speaking, Leadership
Education
Simon Fraser University 2005 — 2011
Bachelors, Economics
BCIT 2009 — 2010
Drafting & AutoCAD
Dawn Cahill's Sun Life Financial Experience April 2013 - Present
Job Sr. Application Development Manager at Sunlife Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Sun Life Financial May 2008 - April 2013
Sun Life Financial December 2004 - April 2008
Sun Life Financial December 2000 - November 2004
Sun Life Financial November 1999 - November 2000
Sun Life Financial March 1999 - November 1999
Sun Life Financial February 1998 - February 1999
Skills
SQL Server, SQL Tuning, Crystal Reports, Multi-site, DB2/SQL, Cycle Time Reduction, Microsoft SQL Server, SDLC, Business Intelligence, SSIS, Systems Analysis, Data Warehousing, Database Design, T-SQL, SQL, Testing, ETL
Education
Bridgewater State College 1992 — 1997
Computer Science
Sun Life Financial April 2013 - Present
Sun Life Financial May 2008 - April 2013
Sun Life Financial December 2004 - April 2008
Sun Life Financial December 2000 - November 2004
Sun Life Financial November 1999 - November 2000
Sun Life Financial March 1999 - November 1999
Sun Life Financial February 1998 - February 1999
Skills
SQL Server, SQL Tuning, Crystal Reports, Multi-site, DB2/SQL, Cycle Time Reduction, Microsoft SQL Server, SDLC, Business Intelligence, SSIS, Systems Analysis, Data Warehousing, Database Design, T-SQL, SQL, Testing, ETL
Education
Bridgewater State College 1992 — 1997
Computer Science
Suwan (Swan) Lee's Sun Life Financial Experience August 2015 - Present
Job Rotational Leadership Development Program (RLDP) Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
The Research Group of Christine Thomas January 2013 - May 2015
Brandeis University Hiatt Career Center September 2011 - May 2015
Brandeis University Business Department January 2015 - April 2015
Halloran Consulting Group, Inc. June 2014 - December 2014
University of Southern California June 2013 - August 2013
Aflac May 2012 - July 2012
Education
Brandeis University 2011 — 2015
Bachelor of Science
Mira Costa High School 2007 — 2011
Sun Life Financial August 2015 - Present
The Research Group of Christine Thomas January 2013 - May 2015
Brandeis University Hiatt Career Center September 2011 - May 2015
Brandeis University Business Department January 2015 - April 2015
Halloran Consulting Group, Inc. June 2014 - December 2014
University of Southern California June 2013 - August 2013
Aflac May 2012 - July 2012
Education
Brandeis University 2011 — 2015
Bachelor of Science
Mira Costa High School 2007 — 2011
Caroline Muiruri's Sun Life Financial Experience 1999 - Present
Job Attorney at Muiruri Law, LLC
Industry Law Practice
Experience
Muiruri Law, LLC 2013 - Present
Sun Life Financial 1999 - Present
Boston Financial Data Services 1998 - July 2000
Skills
Compliance, Claim Appeals, Legal Research, Domestic Relations, Immigration Law, Estate Planning, Contract Law, Public Speaking
Education
Bridgewater State College
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Massachusetts School of Law
Doctor of Law (JD), Law
Muiruri Law, LLC 2013 - Present
Sun Life Financial 1999 - Present
Boston Financial Data Services 1998 - July 2000
Skills
Compliance, Claim Appeals, Legal Research, Domestic Relations, Immigration Law, Estate Planning, Contract Law, Public Speaking
Education
Bridgewater State College
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Massachusetts School of Law
Doctor of Law (JD), Law
Mary Spillane's Sun Life Financial Experience April 2008 - March 2012
Job System Administrator at Biogen Idec
Industry Information Technology and Services
Experience
Biogen Idec October 2012 - Present
Sun Life Financial April 2008 - March 2012
Sun Life Financial September 2004 - April 2008
Skills
Customer Service, Training, Variable Annuities, Data Center, Production Support, Passport, iManage, User Documentation, System Testing, Business Process..., Problem Solving, Process Flow..., Quality Assurance, Complaint Investigations, Writing, Youth Mentoring, Data Entry, SOX Compliancy, Group Insurance, Fixed Annuities, Business Correspondence, Regulation 60, Mentoring
Education
Boston University 1998 — 2003
English Language and Literature, General
Biogen Idec October 2012 - Present
Sun Life Financial April 2008 - March 2012
Sun Life Financial September 2004 - April 2008
Skills
Customer Service, Training, Variable Annuities, Data Center, Production Support, Passport, iManage, User Documentation, System Testing, Business Process..., Problem Solving, Process Flow..., Quality Assurance, Complaint Investigations, Writing, Youth Mentoring, Data Entry, SOX Compliancy, Group Insurance, Fixed Annuities, Business Correspondence, Regulation 60, Mentoring
Education
Boston University 1998 — 2003
English Language and Literature, General
Dan Sisk's Sun Life Financial Experience August 2012 - February 2014
Job Account Executive at MetLife
Industry Insurance
Experience
MetLife August 2014 - Present
Sun Life Financial August 2012 - February 2014
Unum February 2005 - July 2012
Unum July 2002 - February 2005
Unum October 1995 - July 2002
Skills
Office Management, Results Focused, Strategic Planning, Client Acquisition, Staff Development &..., Profit & Growth Focus, Sales Management, Strategic Partnerships, Conflict Resolution, Communication, Team Building, Team Leadership, Expense Management, Driving Results, Result Oriented, Management
Education
Bowdoin College 1990 — 1994
Bachelor of Arts (B.A.), Government and Legal Studies
MetLife August 2014 - Present
Sun Life Financial August 2012 - February 2014
Unum February 2005 - July 2012
Unum July 2002 - February 2005
Unum October 1995 - July 2002
Skills
Office Management, Results Focused, Strategic Planning, Client Acquisition, Staff Development &..., Profit & Growth Focus, Sales Management, Strategic Partnerships, Conflict Resolution, Communication, Team Building, Team Leadership, Expense Management, Driving Results, Result Oriented, Management
Education
Bowdoin College 1990 — 1994
Bachelor of Arts (B.A.), Government and Legal Studies
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.