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
Theresa Kantz Theresa Kantz's Sun Life Financial Experience July 2006 - August 2013
Job Administrative Assistant looking for busy executives who need someone to turn CHAOS into ORDER!
Industry Insurance
Experience
Investec Asset Management Group, Inc. March 2014 - April 2015
NAES Corporation December 2013 - January 2014
Sun Life Financial July 2006 - August 2013
Genworth Financial July 2003 - July 2006
Integrated Benefit Solutions July 2002 - July 2003
Hewlett Packard June 2001 - July 2002
Compaq Computer Corporation March 1992 - June 2001
Skills
Administrative..., Executive..., Office Management, Microsoft Office 2010, Microsoft Excel, Event Planning, MS Outlook, Adobe Acrobat, Long Term Care Insurance, Life Insurance, Dental Insurance, Health Insurance, Disability Insurance, Critical Illness, Employee Benefits, SharePoint, Salesforce.com..., Power Advocate, Hyperion Enterprise, QuickBooks, Database Management, Database Administration, Sales Coordination, IIR Database, Lotus Notes
Education
Sacramento City College 1985 — 1987
Bachelor of Science (BS), Accounting, 3.5/4.0
Brookhaven Community College 1981 — 1983
Bachelor of Science (BS), Accounting, 3.2/4.0
Investec Asset Management Group, Inc. March 2014 - April 2015
NAES Corporation December 2013 - January 2014
Sun Life Financial July 2006 - August 2013
Genworth Financial July 2003 - July 2006
Integrated Benefit Solutions July 2002 - July 2003
Hewlett Packard June 2001 - July 2002
Compaq Computer Corporation March 1992 - June 2001
Skills
Administrative..., Executive..., Office Management, Microsoft Office 2010, Microsoft Excel, Event Planning, MS Outlook, Adobe Acrobat, Long Term Care Insurance, Life Insurance, Dental Insurance, Health Insurance, Disability Insurance, Critical Illness, Employee Benefits, SharePoint, Salesforce.com..., Power Advocate, Hyperion Enterprise, QuickBooks, Database Management, Database Administration, Sales Coordination, IIR Database, Lotus Notes
Education
Sacramento City College 1985 — 1987
Bachelor of Science (BS), Accounting, 3.5/4.0
Brookhaven Community College 1981 — 1983
Bachelor of Science (BS), Accounting, 3.2/4.0
Claire Preuss Claire Preuss's Sun Life Financial Experience April 2008 - June 2011
Job Business Development Coordinator at MERAK Systems Corporation
Industry Information Technology and Services
Experience
MERAK Systems Corporation June 2011 - Present
Sun Life Financial April 2008 - June 2011
TELUS 2002 - 2008
Skills
Business Development, Team Leadership, Strategic Planning, Process Improvement, Business Analysis, Change Management, Telecommunications, Requirements Analysis, New Business Development, Integration, SDLC, Sales, Visio, Coaching, Project Planning, CRM, Project Management, Vendor Management, Analysis, Business Process
Education
Brock University 1999 — 2002
BA, Psychology
MERAK Systems Corporation June 2011 - Present
Sun Life Financial April 2008 - June 2011
TELUS 2002 - 2008
Skills
Business Development, Team Leadership, Strategic Planning, Process Improvement, Business Analysis, Change Management, Telecommunications, Requirements Analysis, New Business Development, Integration, SDLC, Sales, Visio, Coaching, Project Planning, CRM, Project Management, Vendor Management, Analysis, Business Process
Education
Brock University 1999 — 2002
BA, Psychology
Robert McInerney Robert McInerney's Sun Life Financial Experience February 1990 - April 1994
Job IT Executive experienced in Strategic Planning, and adding value through technology
Industry Information Technology and Services
Experience
Cook County Sheriff's Department April 2012 - Present
Ally Financial Inc. March 2008 - April 2012
TRW Automotive March 1994 - May 2008
Sun Life Financial February 1990 - April 1994
Skills
IT Strategy, Vendor Management, Program Management, SDLC, Enterprise Architecture, IT Management, Change Management, Process Improvement, Integration, ITIL, PMP, Disaster Recovery, PMO, Business Analysis, Business Process..., ERP, Software Project..., Requirements Analysis, SharePoint, Six Sigma, Project Portfolio..., Management, Business Process, Project Management, Security, Governance, IT Service Management, Outsourcing, Business Intelligence, Visio, Leadership, Team Leadership, Data Center, CIOs, ITSMF, Team Building, Vendor Relationships, IT Infrastructure..., IT Financial Management, Executive Management, PMO Services, Software Documentation, IT Operations, Information Technology, Solution Architecture, System Deployment, Resource Management
Education
Brock University 1984 — 1992
Bachelor of Science (BSc), Computer Science, 3.5 GPA
Cook County Sheriff's Department April 2012 - Present
Ally Financial Inc. March 2008 - April 2012
TRW Automotive March 1994 - May 2008
Sun Life Financial February 1990 - April 1994
Skills
IT Strategy, Vendor Management, Program Management, SDLC, Enterprise Architecture, IT Management, Change Management, Process Improvement, Integration, ITIL, PMP, Disaster Recovery, PMO, Business Analysis, Business Process..., ERP, Software Project..., Requirements Analysis, SharePoint, Six Sigma, Project Portfolio..., Management, Business Process, Project Management, Security, Governance, IT Service Management, Outsourcing, Business Intelligence, Visio, Leadership, Team Leadership, Data Center, CIOs, ITSMF, Team Building, Vendor Relationships, IT Infrastructure..., IT Financial Management, Executive Management, PMO Services, Software Documentation, IT Operations, Information Technology, Solution Architecture, System Deployment, Resource Management
Education
Brock University 1984 — 1992
Bachelor of Science (BSc), Computer Science, 3.5 GPA
Evan Gilroy Evan Gilroy's Sun Life Financial Experience November 2012 - August 2014
Job Vice President Employee Benefits at Brown & Brown
Industry Insurance
Experience
Brown & Brown August 2014 - Present
Sun Life Financial November 2012 - August 2014
Standard Insurance Company July 2005 - November 2012
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers
Education
California Lutheran University 2000 — 2002
Bachelor of Science, Criminal Justice
Moorpark College 1997 — 1999
Associate of Arts (A.A.), General Studies
Newbury Park High School
Brown & Brown August 2014 - Present
Sun Life Financial November 2012 - August 2014
Standard Insurance Company July 2005 - November 2012
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers
Education
California Lutheran University 2000 — 2002
Bachelor of Science, Criminal Justice
Moorpark College 1997 — 1999
Associate of Arts (A.A.), General Studies
Newbury Park High School
Donna Kangieser Donna Kangieser's Sun Life Financial Experience December 2006 - July 2010
Job A
Industry Human Resources
Experience
Farmers Insurance July 2013 - Present
Reliance Standard July 2010 - July 2013
Sun Life Financial December 2006 - July 2010
ADP 2004 - 2006
Paychex 1999 - 2003
Skills
Employee Benefits, Employee Relations, Human Resources, Training, Insurance, Personnel Management, Leadership, Management, Customer Service, Outsourcing, Brokers, Claim, System Administration, Building Relationships, Account Management, Sales, Business Development, Cold Calling, Team Building, Coaching
Education
California National University for Advanced Studies 2009 — 2010
M.A., Human Resource Management
University of Houston-Clear Lake 2002 — 2005
B.S., Psychology
Farmers Insurance July 2013 - Present
Reliance Standard July 2010 - July 2013
Sun Life Financial December 2006 - July 2010
ADP 2004 - 2006
Paychex 1999 - 2003
Skills
Employee Benefits, Employee Relations, Human Resources, Training, Insurance, Personnel Management, Leadership, Management, Customer Service, Outsourcing, Brokers, Claim, System Administration, Building Relationships, Account Management, Sales, Business Development, Cold Calling, Team Building, Coaching
Education
California National University for Advanced Studies 2009 — 2010
M.A., Human Resource Management
University of Houston-Clear Lake 2002 — 2005
B.S., Psychology
Kathryn Meinhardt's Sun Life Financial Experience July 2014 - Present
Job Client Relationship Executive, Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2014 - Present
Reliance Standard November 2013 - July 2014
Schooners Grille & Brewery April 2001 - October 2013
Phoenix Home Life Insurance Company 1990 - 1997
Unum May 1989 - October 1990
Skills
Excellent communication..., Excellent Customer..., Strong..., Abilty to build and..., Open and honest..., Excellent planning and..., Strong financial..., Ability to adapt to..., Computer proficient in..., Outstanding ability to..., Ability to work..., Customer Service, Insurance, Brokers, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance
Education
California State University-Northridge 1984 — 1987
Health and Physical Education/Fitness
Sun Life Financial July 2014 - Present
Reliance Standard November 2013 - July 2014
Schooners Grille & Brewery April 2001 - October 2013
Phoenix Home Life Insurance Company 1990 - 1997
Unum May 1989 - October 1990
Skills
Excellent communication..., Excellent Customer..., Strong..., Abilty to build and..., Open and honest..., Excellent planning and..., Strong financial..., Ability to adapt to..., Computer proficient in..., Outstanding ability to..., Ability to work..., Customer Service, Insurance, Brokers, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance
Education
California State University-Northridge 1984 — 1987
Health and Physical Education/Fitness
Matthew Monroe Matthew Monroe's Sun Life Financial Experience September 2008 - March 2011
Job Retirement Plan Sales; Owner/President Two Story Homes, Inc.
Industry Real Estate
Experience
EMPOWER Retirement January 2015 - Present
HomeVestors - Two Story Homes, Inc. January 2015 - Present
Proactive Realty March 2015 - Present
Putnam Investments October 2011 - January 2015
Sovereign Bank March 2011 - October 2011
Sun Life Financial September 2008 - March 2011
Sun Life Financial September 2005 - September 2008
Skills
Retirement Planning, Series 63, Series 7, Mutual Funds, Fixed Annuities, Investments, Series 6, 401k, Retirement, Securities, Sales, Real Estate, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Real Estate Development, Single Family Homes, Condos, Multi Family Properties, Investment Properties, HUD, Landlords, Buyers, Sellers, First Time Home Buyers
Education
Bryant University 2001 — 2005
Bachelor of Science, Finance
EMPOWER Retirement January 2015 - Present
HomeVestors - Two Story Homes, Inc. January 2015 - Present
Proactive Realty March 2015 - Present
Putnam Investments October 2011 - January 2015
Sovereign Bank March 2011 - October 2011
Sun Life Financial September 2008 - March 2011
Sun Life Financial September 2005 - September 2008
Skills
Retirement Planning, Series 63, Series 7, Mutual Funds, Fixed Annuities, Investments, Series 6, 401k, Retirement, Securities, Sales, Real Estate, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Real Estate Development, Single Family Homes, Condos, Multi Family Properties, Investment Properties, HUD, Landlords, Buyers, Sellers, First Time Home Buyers
Education
Bryant University 2001 — 2005
Bachelor of Science, Finance
Victoria Kwan Victoria Kwan's Sun Life Financial Experience April 2011 - September 2011
Job AVP, Compliance and Chief Compliance Officer at Sun Life Global Investments (Canada) Inc.
Industry Financial Services
Experience
Sun Life Global Investments (Canada) Inc. September 2011 - Present
Sun Life Financial April 2011 - September 2011
Hartford Investments Canada Corp. January 2007 - March 2011
IA Clarington 2001 - 2006
Skills
Risk Management, Securities, Mutual Funds, Securities Regulation, Investment Advisory, Portfolio Management, Compliance, Investments, Asset Managment, Financial Risk, Asset Management, Alternative Investments, Wealth Management, Financial Services, Retirement Planning
Education
Brock University 1995 — 1999
Bachelor of Economics
Sun Life Global Investments (Canada) Inc. September 2011 - Present
Sun Life Financial April 2011 - September 2011
Hartford Investments Canada Corp. January 2007 - March 2011
IA Clarington 2001 - 2006
Skills
Risk Management, Securities, Mutual Funds, Securities Regulation, Investment Advisory, Portfolio Management, Compliance, Investments, Asset Managment, Financial Risk, Asset Management, Alternative Investments, Wealth Management, Financial Services, Retirement Planning
Education
Brock University 1995 — 1999
Bachelor of Economics
Rebecca Galandy Rebecca Galandy's Sun Life Financial Experience 2000 - 2002
Job Helping clients strategically tell their stories
Industry Marketing and Advertising
Experience
thinkingcap March 2009 - Present
John Hancock Retirement Plan Services 2002 - 2007
Sun Life Financial 2000 - 2002
Juvenile Diabetes Research Foundation 1996 - 2000
Skills
Marketing Communications, Financial Services, Direct Marketing, Marketing Strategy, Integrated Marketing, Retirement Planning, Marketing, Advertising, Sales, Marketing Management, Media Relations, Strategic Communications, Public Relations, Cross-functional Team..., Management, Business Strategy, Strategy, Leadership, Investments, Social Media, Strategic Planning, Copywriting, Mutual Funds, Press Releases, Newsletters, Social Media Marketing, Insurance, Blogging
Education
Brock University 1994 — 1996
Honours Business, Marketing
Wilfrid Laurier University 1991 — 1994
Honours Bachelor of Arts, U.S. & International Politics
Schulich School of Business
Marketing & Marketing Management / Advertising & Promotional Planning
Several Practice Management Courses
Emotional Intelligence, Effective Accountable Leadership, Facilitation & Building Rapport
thinkingcap March 2009 - Present
John Hancock Retirement Plan Services 2002 - 2007
Sun Life Financial 2000 - 2002
Juvenile Diabetes Research Foundation 1996 - 2000
Skills
Marketing Communications, Financial Services, Direct Marketing, Marketing Strategy, Integrated Marketing, Retirement Planning, Marketing, Advertising, Sales, Marketing Management, Media Relations, Strategic Communications, Public Relations, Cross-functional Team..., Management, Business Strategy, Strategy, Leadership, Investments, Social Media, Strategic Planning, Copywriting, Mutual Funds, Press Releases, Newsletters, Social Media Marketing, Insurance, Blogging
Education
Brock University 1994 — 1996
Honours Business, Marketing
Wilfrid Laurier University 1991 — 1994
Honours Bachelor of Arts, U.S. & International Politics
Schulich School of Business
Marketing & Marketing Management / Advertising & Promotional Planning
Several Practice Management Courses
Emotional Intelligence, Effective Accountable Leadership, Facilitation & Building Rapport
Chris Maiorana Chris Maiorana's Sun Life Financial Experience 2002 - 2007
Job Partner, Practice Advisors Three Sixty; Owner, RCI, Inc.
Industry Management Consulting
Experience
Practice Advisors 360 July 2013 - Present
Recruiter's Choice Inc. October 2013 - Present
Children's Wishes of Rhode Island September 2014 - Present
Greysmith September 2011 - October 2013
John Hancock March 2007 - September 2011
Sun Life Financial 2002 - 2007
Manulife Financial 1999 - 2002
Morgan Stanley Wealth Management 1998 - 1999
Skills
Insurance, Recruiting, Financial Services, SDLC, Contract Recruitment, Finance, Relationship Management, Business Development, Leadership, Talent Acquisition, Human Resources, Vendor Management, Executive Search, Technical Recruiting, Temporary Placement, Applicant Tracking..., Staffing Services, Screening Resumes, CRM, Interviews, Cold Calling, Account Management, Sourcing, Consulting, Employee Benefits, Talent Management, Sales, Internet Recruiting, PeopleSoft, College Recruiting, Management, Time Management, Networking, Executive Management
Education
Bryant University 1993 — 1997
Bachelor of Science, Finance, General
Medway HS
Practice Advisors 360 July 2013 - Present
Recruiter's Choice Inc. October 2013 - Present
Children's Wishes of Rhode Island September 2014 - Present
Greysmith September 2011 - October 2013
John Hancock March 2007 - September 2011
Sun Life Financial 2002 - 2007
Manulife Financial 1999 - 2002
Morgan Stanley Wealth Management 1998 - 1999
Skills
Insurance, Recruiting, Financial Services, SDLC, Contract Recruitment, Finance, Relationship Management, Business Development, Leadership, Talent Acquisition, Human Resources, Vendor Management, Executive Search, Technical Recruiting, Temporary Placement, Applicant Tracking..., Staffing Services, Screening Resumes, CRM, Interviews, Cold Calling, Account Management, Sourcing, Consulting, Employee Benefits, Talent Management, Sales, Internet Recruiting, PeopleSoft, College Recruiting, Management, Time Management, Networking, Executive Management
Education
Bryant University 1993 — 1997
Bachelor of Science, Finance, General
Medway HS
Paul Gendron's Sun Life Financial Experience July 2012 - January 2014
Job Account Executive / Stop Loss Specialist at AIG
Industry Insurance
Experience
AIG January 2014 - Present
Sun Life Financial July 2012 - January 2014
AmWINS Group September 2010 - July 2012
Putnam Investments December 2008 - September 2009
Skills
Stop Loss, Health Insurance, Analytics, Financial Analysis, Financial Modeling, Financial Reporting, Sales Operations, Sales Process, New Business Development
Education
Bryant University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
AIG January 2014 - Present
Sun Life Financial July 2012 - January 2014
AmWINS Group September 2010 - July 2012
Putnam Investments December 2008 - September 2009
Skills
Stop Loss, Health Insurance, Analytics, Financial Analysis, Financial Modeling, Financial Reporting, Sales Operations, Sales Process, New Business Development
Education
Bryant University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Charity Warwick Charity Warwick's Sun Life Financial Experience March 2015 - Present
Job Abilities Case Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2015 - Present
Remploy Ltd March 2014 - September 2014
Remploy Ltd August 2012 - March 2014
Warwick Arts Centre 2009 - 2012
General Church Office of Education September 2008 - May 2009
Cairnwood Mansion February 2009 - April 2009
Swedenborg Library September 2008 - February 2009
Skills
Vocational..., Disability Management, Consulting, Report Writing, Coaching, Mentoring, Negotiation, Training, Customer Service, Administration, Comfortable working..., Creative Writing, English, Microsoft Word, Microsoft Excel, Job Search, Communication, Resume Writing, Job Coaching, Employee Training, Career Development
Education
University of Warwick 2009 — 2012
English Literature and Comparative Studies, English Language and Literature, General, Upper Second Class
Bryn Athyn College of the New Church 2008 — 2009
West Herts College 2012 — 2013
Level 1 Award in British Sign Language, British Sign Language
Warwick University Centre for Life Long Learning 2009 — 2010
Certificate in Coaching and Mentoring, Life Coaching
Sun Life Financial March 2015 - Present
Remploy Ltd March 2014 - September 2014
Remploy Ltd August 2012 - March 2014
Warwick Arts Centre 2009 - 2012
General Church Office of Education September 2008 - May 2009
Cairnwood Mansion February 2009 - April 2009
Swedenborg Library September 2008 - February 2009
Skills
Vocational..., Disability Management, Consulting, Report Writing, Coaching, Mentoring, Negotiation, Training, Customer Service, Administration, Comfortable working..., Creative Writing, English, Microsoft Word, Microsoft Excel, Job Search, Communication, Resume Writing, Job Coaching, Employee Training, Career Development
Education
University of Warwick 2009 — 2012
English Literature and Comparative Studies, English Language and Literature, General, Upper Second Class
Bryn Athyn College of the New Church 2008 — 2009
West Herts College 2012 — 2013
Level 1 Award in British Sign Language, British Sign Language
Warwick University Centre for Life Long Learning 2009 — 2010
Certificate in Coaching and Mentoring, Life Coaching
John Tognoli's Sun Life Financial Experience April 2005 - June 2014
Job AVP, Regional Manager at Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Group June 2014 - Present
Sun Life Financial April 2005 - June 2014
Assurant April 2004 - April 2005
Canada Life 2002 - April 2004
Skills
Disability Insurance, Employee Benefits, Dental, Health Insurance, Healthcare, Group Benefits, Medical Stop Loss, Insurance, Underwriting, Workers Compensation, Term Life Insurance, Dentistry, Life Insurance, Brokers, Benefits Administration, Health Savings Accounts, Long-term Care, Group Insurance, Critical Illness
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
Bachelor of Science, Business Marketing
Lincoln Financial Group June 2014 - Present
Sun Life Financial April 2005 - June 2014
Assurant April 2004 - April 2005
Canada Life 2002 - April 2004
Skills
Disability Insurance, Employee Benefits, Dental, Health Insurance, Healthcare, Group Benefits, Medical Stop Loss, Insurance, Underwriting, Workers Compensation, Term Life Insurance, Dentistry, Life Insurance, Brokers, Benefits Administration, Health Savings Accounts, Long-term Care, Group Insurance, Critical Illness
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
Bachelor of Science, Business Marketing
Deborah Bethel - CPA, CGA, CFE, FCCA Deborah Bethel - CPA, CGA, CFE, FCCA's Sun Life Financial Experience November 2013 - Present
Job Audit Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2013 - Present
Sun Life Financial July 2012 - Present
Direct Energy May 2009 - August 2012
GDF SUEZ January 2007 - April 2009
Cable & Wireless January 2005 - June 2005
Cable & Wireless January 2001 - June 2005
Cable & Wireless January 1995 - January 2001
Skills
Internal Audit, Financial Analysis, Cash Management, Monthly Reporting, Internal Controls, SOX, IFRS, Auditing, US GAAP, Assurance, Risk Management, Compliance, Budgeting, Fixed Assets, SAP, Business Process..., Corporate Finance, Financial Planning, Reporting & Analysis, Risk Analysis, Due Diligence, Accounting, Risk Assessment, IT Audit, Enterprise Risk..., Process Improvement, Financial Accounting, COSO Framework, COBIT, Sarbanes-Oxley Act, Analysis, Financial Risk, Management, Budgets, Account Reconciliation, Finance, External Audit, Sarbanes-Oxley, Cash Flow, Managerial Finance, CISA, COSO, Governance, Operational Risk..., Forecasting, Consolidation, Corporate Governance, SAS70, Variance Analysis, Financial Services
Education
Brock University 1988 — 1992
Bachelor, Business Administration; Economics
Sun Life Financial November 2013 - Present
Sun Life Financial July 2012 - Present
Direct Energy May 2009 - August 2012
GDF SUEZ January 2007 - April 2009
Cable & Wireless January 2005 - June 2005
Cable & Wireless January 2001 - June 2005
Cable & Wireless January 1995 - January 2001
Skills
Internal Audit, Financial Analysis, Cash Management, Monthly Reporting, Internal Controls, SOX, IFRS, Auditing, US GAAP, Assurance, Risk Management, Compliance, Budgeting, Fixed Assets, SAP, Business Process..., Corporate Finance, Financial Planning, Reporting & Analysis, Risk Analysis, Due Diligence, Accounting, Risk Assessment, IT Audit, Enterprise Risk..., Process Improvement, Financial Accounting, COSO Framework, COBIT, Sarbanes-Oxley Act, Analysis, Financial Risk, Management, Budgets, Account Reconciliation, Finance, External Audit, Sarbanes-Oxley, Cash Flow, Managerial Finance, CISA, COSO, Governance, Operational Risk..., Forecasting, Consolidation, Corporate Governance, SAS70, Variance Analysis, Financial Services
Education
Brock University 1988 — 1992
Bachelor, Business Administration; Economics
Jerry (Susan) Sinclair Jerry (Susan) Sinclair's Sun Life Financial Experience August 1984 - May 1992
Job Marriage Missionaries & Presiding Officers of Faithful & True of Jacksonville, FL 904true.org
Industry Nonprofit Organization Management
Experience
Faithful and True of Jacksonville, Inc August 2007 - Present
Christian Film Apologist December 2006 - Present
Amateur Radio 1965 - Present
My Home Church - Southpoint Baptist January 2000 - January 2012
Collection Agency September 2007 - September 2008
Saturn December 1997 - July 2007
Micro-City Computers January 1995 - November 1997
Florida High School Athletic Association March 1970 - October 1996
Fellowship of Christian Athletes July 1992 - September 1994
Sun Life Financial August 1984 - May 1992
Skills
Addiction Recovery, Administration, Automotive Sales, Baseball Umpire, Charitable Giving, choral music, Community Relations, Contact Management, Customer Loyalty, Customer Retention, Donor Retention, Email Marketing, Event Management, Microsoft Excel, Fundraising, Follow-up, Football Referee, Insurance Planning, Jacksonville, FL, Internet, Kaizen, Marketing Strategy, marriage, Men, Mentoring, Missions, Newsletters, Non-profits, Professional Networking, Public Speaking, Referee, Sales Process, Sexuality Education, Soccer Official, Small Group Management, Start-ups, support groups, Teaching, Telemarketing, Volunteer Management, Windows, 501c3, Christian Ministry, Microsoft Word, Program Management, Community Development, Theology, Nonprofits, Community Outreach, Leadership Development
Education
Cairn University 1970 — 1970
Bible/Biblical Studies
Cairn University (formerly Phildelphia College of Bible) 1970 — 1970
Bible
Englewood High School of Jacksonville, FL 1967 — 1970
Faithful and True of Jacksonville, Inc August 2007 - Present
Christian Film Apologist December 2006 - Present
Amateur Radio 1965 - Present
My Home Church - Southpoint Baptist January 2000 - January 2012
Collection Agency September 2007 - September 2008
Saturn December 1997 - July 2007
Micro-City Computers January 1995 - November 1997
Florida High School Athletic Association March 1970 - October 1996
Fellowship of Christian Athletes July 1992 - September 1994
Sun Life Financial August 1984 - May 1992
Skills
Addiction Recovery, Administration, Automotive Sales, Baseball Umpire, Charitable Giving, choral music, Community Relations, Contact Management, Customer Loyalty, Customer Retention, Donor Retention, Email Marketing, Event Management, Microsoft Excel, Fundraising, Follow-up, Football Referee, Insurance Planning, Jacksonville, FL, Internet, Kaizen, Marketing Strategy, marriage, Men, Mentoring, Missions, Newsletters, Non-profits, Professional Networking, Public Speaking, Referee, Sales Process, Sexuality Education, Soccer Official, Small Group Management, Start-ups, support groups, Teaching, Telemarketing, Volunteer Management, Windows, 501c3, Christian Ministry, Microsoft Word, Program Management, Community Development, Theology, Nonprofits, Community Outreach, Leadership Development
Education
Cairn University 1970 — 1970
Bible/Biblical Studies
Cairn University (formerly Phildelphia College of Bible) 1970 — 1970
Bible
Englewood High School of Jacksonville, FL 1967 — 1970
Briana Denny Briana Denny's Sun Life Financial Experience December 2014 - Present
Job Sr. Communications Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2014 - Present
Sun Life Financial November 2010 - December 2014
Sun Life Financial May 2008 - November 2010
Schwartz Communications January 2008 - May 2008
Skills
HTML, Writing, Strategic Communications, Organizing, Internal Communications, Critical Thinking, Setting Priorities, Go to Person, Analytics, Fast Learner, Multi Tasking, Digital Media, Intranet, Self-starter, Problem Solving, Higher Education, Social Media, Social Media Marketing, Teamwork, Creativity, Microsoft Excel, Microsoft Word, Listener, PowerPoint, Photoshop, Adobe Acrobat, Vignette, Time Management, Marketing Communications, Marketing, Editing, Leadership
Education
Northeastern University 2010 — 2014
MS, Corporate and Organizational Communication, 3.81
Bryant University 2002 — 2006
BA, Communications, Marketing
Sun Life Financial December 2014 - Present
Sun Life Financial November 2010 - December 2014
Sun Life Financial May 2008 - November 2010
Schwartz Communications January 2008 - May 2008
Skills
HTML, Writing, Strategic Communications, Organizing, Internal Communications, Critical Thinking, Setting Priorities, Go to Person, Analytics, Fast Learner, Multi Tasking, Digital Media, Intranet, Self-starter, Problem Solving, Higher Education, Social Media, Social Media Marketing, Teamwork, Creativity, Microsoft Excel, Microsoft Word, Listener, PowerPoint, Photoshop, Adobe Acrobat, Vignette, Time Management, Marketing Communications, Marketing, Editing, Leadership
Education
Northeastern University 2010 — 2014
MS, Corporate and Organizational Communication, 3.81
Bryant University 2002 — 2006
BA, Communications, Marketing
Jane Sawyer Collins Jane Sawyer Collins's Sun Life Financial Experience May 1998 - December 1999
Job Administrative Director at Karen J. Armstrong, DMD & Bethany K. Tant, DDS
Industry Hospital & Health Care
Experience
Marlene Drive Properties, LLC July 2009 - Present
Hammock Lane Apartments, LLC July 2005 - Present
Karen J. Armstrong, DMD & Bethany K. Tant, DDS April 2001 - Present
Dentrix Dental Systems March 2006 - October 2009
Fidelity Investments July 2000 - February 2001
Fidelity Investments January 1999 - July 2000
Sun Life Financial May 1998 - December 1999
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., EMR, Nonprofits, HIPAA, Clinical Research, Event Planning, Nursing, EHR, Patient Safety, Management
Education
Bryant University 1999 — 2000
Finance
Community College of Rhode Island 1995 — 1997
Associate's Degree, Business Administration
Blackstone-Millville Jr. Sr. Highschool
Marlene Drive Properties, LLC July 2009 - Present
Hammock Lane Apartments, LLC July 2005 - Present
Karen J. Armstrong, DMD & Bethany K. Tant, DDS April 2001 - Present
Dentrix Dental Systems March 2006 - October 2009
Fidelity Investments July 2000 - February 2001
Fidelity Investments January 1999 - July 2000
Sun Life Financial May 1998 - December 1999
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., EMR, Nonprofits, HIPAA, Clinical Research, Event Planning, Nursing, EHR, Patient Safety, Management
Education
Bryant University 1999 — 2000
Finance
Community College of Rhode Island 1995 — 1997
Associate's Degree, Business Administration
Blackstone-Millville Jr. Sr. Highschool
Mark Drozeck Mark Drozeck's Sun Life Financial Experience 2014 - Present
Job Business Systems Analyst/Mainframe Application Developer
Industry Information Technology and Services
Experience
Sun Life Financial 2014 - Present
DST Systems 2003 - 2012
DST Technologies 2002 - 2003
PFPC 1996 - 2002
Analog Devices 1994 - 1996
Putnam Investments 1992 - 1994
CSC 1987 - 1991
Skills
Project Management, Analysis, Management, Software Project..., Software Development, Software Documentation, SAP, Programming, Systems Analysis, Process Improvement, Business Requirements, ISPF, Vendor Management, New Business Development, Business Analysis
Education
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Dual Major: Computer and Information Sciences, Actuarial Mathematics
Sun Life Financial 2014 - Present
DST Systems 2003 - 2012
DST Technologies 2002 - 2003
PFPC 1996 - 2002
Analog Devices 1994 - 1996
Putnam Investments 1992 - 1994
CSC 1987 - 1991
Skills
Project Management, Analysis, Management, Software Project..., Software Development, Software Documentation, SAP, Programming, Systems Analysis, Process Improvement, Business Requirements, ISPF, Vendor Management, New Business Development, Business Analysis
Education
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Dual Major: Computer and Information Sciences, Actuarial Mathematics
John Hamblin, LIA John Hamblin, LIA's Sun Life Financial Experience 1985 - 1991
Job Account Executive at Telamon Insurance & Financial Network
Industry Insurance
Experience
Telamon Insurance & Financial Network 2015 - Present
Borislow Insurance 2014 - 2015
McSweeney & Ricci Insurance Agency, Inc. 2010 - 2014
Blue Cross Blue Shield of Massachusetts 2008 - 2008
Harvard Pilgrim Health Care 2002 - 2008
Boston Mutual Life Insurance 1991 - 2002
Sun Life Financial 1985 - 1991
The Hartford 1983 - 1985
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, PPO, Brokers, Managed Care, Health Care Reform, HMO, Health Savings Accounts, Group Insurance, Disability Insurance, Underwriting, Sales, COBRA, Stop Loss
Education
Bryant College
Bachelor of Science (BS), Business Administration and Management
Massachusetts Division of Insurance
Resident Individual Producers License, and Licensed Insurance Advisor (LIA)
Telamon Insurance & Financial Network 2015 - Present
Borislow Insurance 2014 - 2015
McSweeney & Ricci Insurance Agency, Inc. 2010 - 2014
Blue Cross Blue Shield of Massachusetts 2008 - 2008
Harvard Pilgrim Health Care 2002 - 2008
Boston Mutual Life Insurance 1991 - 2002
Sun Life Financial 1985 - 1991
The Hartford 1983 - 1985
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, PPO, Brokers, Managed Care, Health Care Reform, HMO, Health Savings Accounts, Group Insurance, Disability Insurance, Underwriting, Sales, COBRA, Stop Loss
Education
Bryant College
Bachelor of Science (BS), Business Administration and Management
Massachusetts Division of Insurance
Resident Individual Producers License, and Licensed Insurance Advisor (LIA)
Sean Cooley Sean Cooley's Sun Life Financial Experience March 2010 - January 2013
Job Regional Manager Stop Loss at Symetra
Industry Insurance
Experience
Symetra September 2015 - Present
Principal Financial Group January 2013 - September 2015
Sun Life Financial March 2010 - January 2013
Sun Life Financial July 2007 - March 2010
Genworth Financial May 2001 - June 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Sales Management, Strategy, Brand Development, Product Development, Health Insurance, Group Insurance, Business Development, Sales Operations, Management, Account Management, Customer Service, Direct Sales, Healthcare Management, Healthcare, Training, Process Improvement, Absence Management /..., Solution Implementation, Follow-through Skills, Project Management, Group Dental..., Stop Loss Underwriting, Finalist Presentations, Team Leadership, Technology Solution..., Group Life Underwriting, Group DI Underwriting, Recruiting, Alliance Management
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelors, Business Administration, minor Psychology, Marketing and Sales
Symetra September 2015 - Present
Principal Financial Group January 2013 - September 2015
Sun Life Financial March 2010 - January 2013
Sun Life Financial July 2007 - March 2010
Genworth Financial May 2001 - June 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Sales, Sales Management, Strategy, Brand Development, Product Development, Health Insurance, Group Insurance, Business Development, Sales Operations, Management, Account Management, Customer Service, Direct Sales, Healthcare Management, Healthcare, Training, Process Improvement, Absence Management /..., Solution Implementation, Follow-through Skills, Project Management, Group Dental..., Stop Loss Underwriting, Finalist Presentations, Team Leadership, Technology Solution..., Group Life Underwriting, Group DI Underwriting, Recruiting, Alliance Management
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelors, Business Administration, minor Psychology, Marketing and Sales
Muriel Smith-Codio Muriel Smith-Codio's Sun Life Financial Experience March 2014 - Present
Job Sr. Manager LTD Claims at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2014 - Present
Sun Life Financial March 2010 - March 2014
Sun Life Financial August 2006 - March 2010
Sun Life Financial October 2000 - August 2006
Massachusetts Casualty Insurance Co. / Disability Management Services August 1998 - October 2000
Skills
Management, Claim, Employee Benefits, Customer Service, Investigation, Policy, Performance Management, Leadership, Health Insurance, Life Insurance
Education
Eastern Nazarene College 2013 — 2016
Business Administration, Management and Operations
Bunker Hill Community College 1995 — 1998
Associates of Science, Criminal Justice
Sun Life Financial March 2014 - Present
Sun Life Financial March 2010 - March 2014
Sun Life Financial August 2006 - March 2010
Sun Life Financial October 2000 - August 2006
Massachusetts Casualty Insurance Co. / Disability Management Services August 1998 - October 2000
Skills
Management, Claim, Employee Benefits, Customer Service, Investigation, Policy, Performance Management, Leadership, Health Insurance, Life Insurance
Education
Eastern Nazarene College 2013 — 2016
Business Administration, Management and Operations
Bunker Hill Community College 1995 — 1998
Associates of Science, Criminal Justice
Josh Brooks-Ramsdell Josh Brooks-Ramsdell's Sun Life Financial Experience August 2003 - August 2004
Job Guidance Counselor Intern at Walpole High School
Industry Real Estate
Experience
Walpole High School September 2014 - Present
G&G Management and Development October 2010 - August 2014
Centro Properties Group March 2009 - September 2010
Newmark Knight Frank (formaly Codman Company) March 2007 - March 2009
Stephen James Associates June 2006 - March 2007
Fresh Harvest Foods September 2004 - May 2006
Sun Life Financial August 2003 - August 2004
Skills
Property Management, Lease Administration, Forecasting, Accounting, Recruiting, Real Estate, Apartments, Asset Management, Real Estate Economics, Real Estate Transactions, Rentals, Lease Negotiations, Condos, Leases, Tenant
Education
Cambridge College 2011 — 2015
Counselor Education/School Counseling and Guidance Services
Bryant University 1998 — 2002
BS, Accounting
Walpole High School September 2014 - Present
G&G Management and Development October 2010 - August 2014
Centro Properties Group March 2009 - September 2010
Newmark Knight Frank (formaly Codman Company) March 2007 - March 2009
Stephen James Associates June 2006 - March 2007
Fresh Harvest Foods September 2004 - May 2006
Sun Life Financial August 2003 - August 2004
Skills
Property Management, Lease Administration, Forecasting, Accounting, Recruiting, Real Estate, Apartments, Asset Management, Real Estate Economics, Real Estate Transactions, Rentals, Lease Negotiations, Condos, Leases, Tenant
Education
Cambridge College 2011 — 2015
Counselor Education/School Counseling and Guidance Services
Bryant University 1998 — 2002
BS, Accounting
Gordon Townsend Gordon Townsend's Sun Life Financial Experience January 2014 - Present
Job Director, International Fund Platform at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial January 2014 - Present
Old Mutual (Bermuda) August 2011 - January 2014
FS Funds Management August 2009 - August 2011
Standard Chartered Bank February 2008 - July 2009
American Express Bank 2000 - 2008
American Express Bank 1995 - 1999
American Express Bank 1991 - 1995
Skills
Investments, Wealth Management, Management Consulting, System Monitoring, Asset Managment, Alternative Investments, Relationship Management, Portfolio Management, Risk Management, Financial Modeling, Equities, Banking, Financial Analysis, Capital Markets, Valuation, Hedge Funds, Investment Advisory, Fixed Income, Derivatives, Investment Banking, Fund Of Funds, Due Diligence, Emerging Markets, Mergers & Acquisitions, Asset Management, Financial Markets, Financial Services
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, FInance
Bucknell University 1973 — 1977
BSBA, Accounting
Sun Life Financial January 2014 - Present
Old Mutual (Bermuda) August 2011 - January 2014
FS Funds Management August 2009 - August 2011
Standard Chartered Bank February 2008 - July 2009
American Express Bank 2000 - 2008
American Express Bank 1995 - 1999
American Express Bank 1991 - 1995
Skills
Investments, Wealth Management, Management Consulting, System Monitoring, Asset Managment, Alternative Investments, Relationship Management, Portfolio Management, Risk Management, Financial Modeling, Equities, Banking, Financial Analysis, Capital Markets, Valuation, Hedge Funds, Investment Advisory, Fixed Income, Derivatives, Investment Banking, Fund Of Funds, Due Diligence, Emerging Markets, Mergers & Acquisitions, Asset Management, Financial Markets, Financial Services
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, FInance
Bucknell University 1973 — 1977
BSBA, Accounting
Jermaul Williams's Sun Life Financial Experience October 2013 - Present
Job Manager, Derivative Collateral at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2013 - Present
Sun Life Financial March 2011 - Present
Genworth Financial November 2004 - March 2011
Deustche Bank 2001 - 2004
Skills
Strategic Financial..., Financial Analysis, Insurance, Data Analysis, Financial Modeling, Internal Controls, Finance, Investments, Management, Corporate Finance, Financial Reporting, Accounting, Derivatives, Risk Management, Analysis, Auditing, Process Improvement, Sarbanes-Oxley Act, Financial Planning, Project Management, Financial Services, Forecasting
Education
Bryant University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sun Life Financial October 2013 - Present
Sun Life Financial March 2011 - Present
Genworth Financial November 2004 - March 2011
Deustche Bank 2001 - 2004
Skills
Strategic Financial..., Financial Analysis, Insurance, Data Analysis, Financial Modeling, Internal Controls, Finance, Investments, Management, Corporate Finance, Financial Reporting, Accounting, Derivatives, Risk Management, Analysis, Auditing, Process Improvement, Sarbanes-Oxley Act, Financial Planning, Project Management, Financial Services, Forecasting
Education
Bryant University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kevin McMahon Kevin McMahon's Sun Life Financial Experience 2001 - 2005
Job Senior Project Manager at National Fire Protection Association
Industry Nonprofit Organization Management
Experience
NFPA April 2014 - Present
LPL Financial Institution Services March 2008 - April 2014
Independent Financial Marketing Group (Broker/Dealer for Sun Life Financial) 2005 - 2008
Sun Life Financial 2001 - 2005
Putnam Investments 1996 - 2001
Skills
Needs Analysis, Instructional Design, E-Learning, Captivate, Learning Management, Project Management, Training Delivery, Vendor Management, Lectora, Presentation Coaching, Mergers, Process Improvement, Change Management, Student Financial Aid, Financial Services, Alumni Relations, Mergers & Acquisitions, Planned Giving, Risk Management, Strategic Planning, Instructor-led Training, Call Centers, Learning Management..., Performance Management, ADDIE, Training, Series 7, Leadership, Blended Learning, FINRA, Leadership Development, Organizational..., Onboarding, ROI Management, FINRA Series 7, Series 6, Series 63, Mutual Funds, 401k, Series 24, Employee Benefits, Insurance, Relationship Management
Education
Lesley University 1999 — 2003
Master of Science, Organizational Development
Butler University - College of Business Administration 1995 — 1996
MBA
University of New England 1987 — 1990
B.S., Business
Peabody Veterans Memorial High School 1981 — 1985
NFPA April 2014 - Present
LPL Financial Institution Services March 2008 - April 2014
Independent Financial Marketing Group (Broker/Dealer for Sun Life Financial) 2005 - 2008
Sun Life Financial 2001 - 2005
Putnam Investments 1996 - 2001
Skills
Needs Analysis, Instructional Design, E-Learning, Captivate, Learning Management, Project Management, Training Delivery, Vendor Management, Lectora, Presentation Coaching, Mergers, Process Improvement, Change Management, Student Financial Aid, Financial Services, Alumni Relations, Mergers & Acquisitions, Planned Giving, Risk Management, Strategic Planning, Instructor-led Training, Call Centers, Learning Management..., Performance Management, ADDIE, Training, Series 7, Leadership, Blended Learning, FINRA, Leadership Development, Organizational..., Onboarding, ROI Management, FINRA Series 7, Series 6, Series 63, Mutual Funds, 401k, Series 24, Employee Benefits, Insurance, Relationship Management
Education
Lesley University 1999 — 2003
Master of Science, Organizational Development
Butler University - College of Business Administration 1995 — 1996
MBA
University of New England 1987 — 1990
B.S., Business
Peabody Veterans Memorial High School 1981 — 1985
Jerry Terpstra Jerry Terpstra's Sun Life Financial Experience June 1989 - February 2009
Job Intermediate Application Software Developer at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group January 2010 - Present
Sun Life Financial June 1989 - February 2009
Skills
COBOL, DB2, JCL, Mainframe, TSO, ISPF, REXX, SPUFI, SQL, Software Development, CICS, DB2/SQL, IBM Mainframe, Application Development, WebSphere MQ, ISPF Dialog Manager
Education
Brock University 1986 — 1989
Bacheleor of Science, Computer Science
Redeemer University College 1984 — 1986
Grade 13, Math, Science, Computers
BMO Financial Group January 2010 - Present
Sun Life Financial June 1989 - February 2009
Skills
COBOL, DB2, JCL, Mainframe, TSO, ISPF, REXX, SPUFI, SQL, Software Development, CICS, DB2/SQL, IBM Mainframe, Application Development, WebSphere MQ, ISPF Dialog Manager
Education
Brock University 1986 — 1989
Bacheleor of Science, Computer Science
Redeemer University College 1984 — 1986
Grade 13, Math, Science, Computers
Thomas Dyer, CLU, ChFC, CFP's Sun Life Financial Experience May 1982 - December 1993
Job President at HERITAGE ADVISORY GROUP. INC.
Industry Financial Services
Experience
HERITAGE ADVISORY GROUP. INC. April 1994 - Present
Sun Life Financial May 1982 - December 1993
American General Life Companies August 1975 - May 1982
Education
Butler University 1971 — 1975
BA, American/United States Studies/Civilization
HERITAGE ADVISORY GROUP. INC. April 1994 - Present
Sun Life Financial May 1982 - December 1993
American General Life Companies August 1975 - May 1982
Education
Butler University 1971 — 1975
BA, American/United States Studies/Civilization
Ashley Heimpel Ashley Heimpel's Sun Life Financial Experience October 2012 - Present
Job Manager, Wealth Marketing at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2012 - Present
Sun Life Financial November 2011 - October 2012
Equitable Life February 2010 - October 2011
Sun Life Financial February 2009 - February 2010
Sun Life Financial March 2007 - February 2009
Cooper-Standard Automotive May 2003 - November 2006
Skills
Investments, Insurance, Retirement, Wealth, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Asset Allocation, Investment Strategies, Relationship Management, Wealth Management..., Retirement Savings, Segregated Funds, Savings, Defined Benefit, Wealth Accumulation, Strategy, Critical Illness, Portfolio Management, Strategic Financial..., Marketing, Financial Services, Pensions, Financial Advisory, Financial Planners, Life Insurance
Education
Brock University 2002 — 2006
BBA (Hons)
Sun Life Financial October 2012 - Present
Sun Life Financial November 2011 - October 2012
Equitable Life February 2010 - October 2011
Sun Life Financial February 2009 - February 2010
Sun Life Financial March 2007 - February 2009
Cooper-Standard Automotive May 2003 - November 2006
Skills
Investments, Insurance, Retirement, Wealth, Wealth Management, Fixed Annuities, Retirement Planning, Mutual Funds, Asset Allocation, Investment Strategies, Relationship Management, Wealth Management..., Retirement Savings, Segregated Funds, Savings, Defined Benefit, Wealth Accumulation, Strategy, Critical Illness, Portfolio Management, Strategic Financial..., Marketing, Financial Services, Pensions, Financial Advisory, Financial Planners, Life Insurance
Education
Brock University 2002 — 2006
BBA (Hons)
Raymond Bundy Raymond Bundy's Sun Life Financial Experience June 2012 - September 2014
Job Risk Analyst at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services September 2014 - Present
Sun Life Financial June 2012 - September 2014
Northwestern Mutual April 2011 - June 2012
Skills
Finance, Leadership, Financial Analysis, Insurance, Data Analysis, Risk Management
Education
Bryant University 2008 — 2012
Bachelor's Degree, Finance
La Salle Academy 2004 — 2008
HS Diploma, General Studies
John Hancock Financial Services September 2014 - Present
Sun Life Financial June 2012 - September 2014
Northwestern Mutual April 2011 - June 2012
Skills
Finance, Leadership, Financial Analysis, Insurance, Data Analysis, Risk Management
Education
Bryant University 2008 — 2012
Bachelor's Degree, Finance
La Salle Academy 2004 — 2008
HS Diploma, General Studies
Erin Longhurst, PMD Pro1 Erin Longhurst, PMD Pro1's Sun Life Financial Experience October 2013 - July 2014
Job Programme Coordinator, Executive PMO, Sponsorship Transformation Program
Industry Telecommunications
Experience
World Vision International July 2014 - Present
Sun Life Financial October 2013 - July 2014
Research In Motion September 2010 - August 2013
Canadian Imperial Bank of Commerce May 2010 - September 2010
Research In Motion May 2008 - August 2009
RBC Capital Markets September 2007 - December 2007
Skills
Project Management, Program Management, Project Planning, Project Coordination, Process Improvement, Blackberry, Visio, Project Delivery, MS Project, Customer Service, Risk Management, Telecommunications, Change Management, Cross-functional Team..., Software Documentation, CRM, Service Delivery, Team Building, Multiple Project..., Budgets
Education
Brock University 2005 — 2010
International Business, Business Administration
World Vision International July 2014 - Present
Sun Life Financial October 2013 - July 2014
Research In Motion September 2010 - August 2013
Canadian Imperial Bank of Commerce May 2010 - September 2010
Research In Motion May 2008 - August 2009
RBC Capital Markets September 2007 - December 2007
Skills
Project Management, Program Management, Project Planning, Project Coordination, Process Improvement, Blackberry, Visio, Project Delivery, MS Project, Customer Service, Risk Management, Telecommunications, Change Management, Cross-functional Team..., Software Documentation, CRM, Service Delivery, Team Building, Multiple Project..., Budgets
Education
Brock University 2005 — 2010
International Business, Business Administration
April LeMire April LeMire's Sun Life Financial Experience 2005 - 2013
Job Account Specialist at The Standard
Industry Financial Services
Experience
The Standard January 2014 - Present
Sun Life Financial 2005 - 2013
Skills
Disability Insurance, Employee Benefits, Insurance, Benefits Administration, Leadership, Health Savings Accounts, Health Insurance, Life Insurance
Education
California State University-Northridge
B.A., English
The Standard January 2014 - Present
Sun Life Financial 2005 - 2013
Skills
Disability Insurance, Employee Benefits, Insurance, Benefits Administration, Leadership, Health Savings Accounts, Health Insurance, Life Insurance
Education
California State University-Northridge
B.A., English
Brian Skaggs Brian Skaggs's Sun Life Financial Experience June 2014 - Present
Job Stop Loss Specialist at Sun Life, a voluntary, group and stop loss benefits leader
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial July 2006 - June 2014
Enterprise Rent-A-Car 2002 - June 2006
Skills
Employee Benefits, Voluntary Employee..., Dental Insurance, Life Insurance, Disability Insurance, Stop Loss, Long-Term Disability, Term Life Insurance, Disabilities, Leadership, Self-funded, Critical Illness, Brokers
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Business - Marketing and Management
Sun Life Financial June 2014 - Present
Sun Life Financial July 2006 - June 2014
Enterprise Rent-A-Car 2002 - June 2006
Skills
Employee Benefits, Voluntary Employee..., Dental Insurance, Life Insurance, Disability Insurance, Stop Loss, Long-Term Disability, Term Life Insurance, Disabilities, Leadership, Self-funded, Critical Illness, Brokers
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science, Business - Marketing and Management
Mark Texeira Mark Texeira's Sun Life Financial Experience May 2010 - July 2010
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock September 2014 - Present
BlackRock November 2012 - September 2014
Connors Brothers Painting May 2006 - October 2012
Bryant University January 2012 - May 2012
Sun Life Financial May 2010 - July 2010
Holliston Hardware 2004 - 2010
Education
Bryant University 2008 — 2012
Degree: Bachelors of Science
University of Sydney 2010 — 2010
BlackRock September 2014 - Present
BlackRock November 2012 - September 2014
Connors Brothers Painting May 2006 - October 2012
Bryant University January 2012 - May 2012
Sun Life Financial May 2010 - July 2010
Holliston Hardware 2004 - 2010
Education
Bryant University 2008 — 2012
Degree: Bachelors of Science
University of Sydney 2010 — 2010
Ronald Klein Ronald Klein's Sun Life Financial Experience April 1978 - December 2011
Job Advanced Sales Consultant at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage February 2012 - September 2014
Sun Life Financial April 1978 - December 2011
Skills
Financial Services, Fixed Annuities, Insurance, Life Insurance, Retirement, Risk Management, Underwriting, Retirement Planning, Financial Planning, Investments, Mutual Funds, Employee Benefits, Wealth Management
Education
Wharton (U Penn) 1967 — 1969
MBA, Management
Brown University 1963 — 1967
BA, Mathematical Economics
Highland Capital Brokerage February 2012 - September 2014
Sun Life Financial April 1978 - December 2011
Skills
Financial Services, Fixed Annuities, Insurance, Life Insurance, Retirement, Risk Management, Underwriting, Retirement Planning, Financial Planning, Investments, Mutual Funds, Employee Benefits, Wealth Management
Education
Wharton (U Penn) 1967 — 1969
MBA, Management
Brown University 1963 — 1967
BA, Mathematical Economics
Cathy (Levine) Kneeland Cathy (Levine) Kneeland's Sun Life Financial Experience 1991 - 2001
Job Owner, Circles of Wisdom
Industry Retail
Experience
Circles of Wisdom December 1998 - Present
Sun Life Financial 1991 - 2001
Education
Bryant University 1984 — 1988
Wakefield High School
Circles of Wisdom December 1998 - Present
Sun Life Financial 1991 - 2001
Education
Bryant University 1984 — 1988
Wakefield High School
Brad Schroeder Brad Schroeder's Sun Life Financial Experience 2011 - Present
Job Business Analyst
Industry Financial Services
Experience
Sun Life Financial 2011 - Present
OMAC Mortgages March 2008 - 2011
Manulife Financial May 2006 - March 2008
Manulife Financial January 2003 - May 2006
Skills
Mortgage, Investments, Insurance, Financial Planning, Customer Service, Project Management, Business Analysis, Management, Banking, Mutual Funds, Mortgage Lending, Pensions, Strategic Financial..., Team Leadership, Financial Services, Relationship Management
Education
Brock University 1992 — 1997
BBA, Business Administration-Finance
Sun Life Financial 2011 - Present
OMAC Mortgages March 2008 - 2011
Manulife Financial May 2006 - March 2008
Manulife Financial January 2003 - May 2006
Skills
Mortgage, Investments, Insurance, Financial Planning, Customer Service, Project Management, Business Analysis, Management, Banking, Mutual Funds, Mortgage Lending, Pensions, Strategic Financial..., Team Leadership, Financial Services, Relationship Management
Education
Brock University 1992 — 1997
BBA, Business Administration-Finance
Sharon Barry, MBA, PMP, FLMI Sharon Barry, MBA, PMP, FLMI's Sun Life Financial Experience 1998 - 2004
Job Senior Advisor at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation December 2013 - Present
DentaQuest January 2011 - 2013
The Health & Wellness Institute (a division of BCBSRI) May 2008 - August 2010
Blue Cross Blue Shield of Rhode Island (BCBSRI) May 2008 - August 2010
Sun Life Financial 1998 - 2004
Unicare (a division of Wellpoint) January 1984 - January 1998
John Hancock January 1994 - January 1996
Skills
Health Insurance, Insurance, Managed Care, Process Improvement, Medicare, Product Management, Leadership, Project Management, Account Management, Employee Benefits, CRM, Executive Management, Business Analysis, Marketing Strategy, Marketing, Business Planning, Team Building, Program Management, Healthcare, Claim, HIPAA, Vendor Management, Strategic Planning, Data Analysis, Training, Medicaid, Underwriting, Customer Service
Education
Johnson and Wales University 2007 — 2010
MBA, Global Business Leadership wih a Concentration in Marketing
Bentley College
Certificate, Project Management
Simmons College
Bachelor of Arts, Public and Social Policy
Bunker Hill Community College
Paralegal Studies
PCHS
CVS Caremark Corporation December 2013 - Present
DentaQuest January 2011 - 2013
The Health & Wellness Institute (a division of BCBSRI) May 2008 - August 2010
Blue Cross Blue Shield of Rhode Island (BCBSRI) May 2008 - August 2010
Sun Life Financial 1998 - 2004
Unicare (a division of Wellpoint) January 1984 - January 1998
John Hancock January 1994 - January 1996
Skills
Health Insurance, Insurance, Managed Care, Process Improvement, Medicare, Product Management, Leadership, Project Management, Account Management, Employee Benefits, CRM, Executive Management, Business Analysis, Marketing Strategy, Marketing, Business Planning, Team Building, Program Management, Healthcare, Claim, HIPAA, Vendor Management, Strategic Planning, Data Analysis, Training, Medicaid, Underwriting, Customer Service
Education
Johnson and Wales University 2007 — 2010
MBA, Global Business Leadership wih a Concentration in Marketing
Bentley College
Certificate, Project Management
Simmons College
Bachelor of Arts, Public and Social Policy
Bunker Hill Community College
Paralegal Studies
PCHS
Peter Patsio Peter Patsio's Sun Life Financial Experience September 2013 - Present
Job Fusion Middleware Account Manager at Oracle
Industry Insurance
Experience
Oracle March 2015 - Present
Sun Life Financial September 2013 - Present
Sun Life Financial April 2012 - September 2013
Liberty Mutual June 2010 - April 2012
Skills
Sales, Insurance, Customer Service, Employee Benefits, Salesforce.com, Microsoft Office, Disability Insurance, Account Management, Marketing, Life Insurance, Cold Calling, Property & Casualty..., Fixed Annuities, PowerPoint, Microsoft Excel, Direct Sales, Casualty, Outlook, Oracle Fusion Middleware
Education
Bryant University 2005 — 2009
Bachelors, Business/Communication
Needham High School 2001 — 2005
Oracle March 2015 - Present
Sun Life Financial September 2013 - Present
Sun Life Financial April 2012 - September 2013
Liberty Mutual June 2010 - April 2012
Skills
Sales, Insurance, Customer Service, Employee Benefits, Salesforce.com, Microsoft Office, Disability Insurance, Account Management, Marketing, Life Insurance, Cold Calling, Property & Casualty..., Fixed Annuities, PowerPoint, Microsoft Excel, Direct Sales, Casualty, Outlook, Oracle Fusion Middleware
Education
Bryant University 2005 — 2009
Bachelors, Business/Communication
Needham High School 2001 — 2005
Mathieu Rebeiro Mathieu Rebeiro's Sun Life Financial Experience September 2013 - July 2014
Job Senior Consultant: Lean Six Sigma, Business Process Improvement & Project Management
Industry Financial Services
Experience
RBC Insurance July 2015 - Present
RBC Insurance July 2014 - July 2015
Sun Life Financial September 2013 - July 2014
TD Bank October 2012 - September 2013
TD Insurance Company December 2009 - December 2012
TD Insurance Company March 2012 - October 2012
TD Insurance Company April 2004 - December 2009
Skills
Business Process..., Statistical Data..., Lean Six Sigma, Six Sigma, Project Management, Change Management, DMAIC, Root Cause Analysis, Leadership, Training Facilitation, Minitab, Microsoft Visio, Microsoft Excel, Process Improvement, Insurance, Continuous Improvement, Business Process, Call Centers, Risk Management, Quality Assurance, Business Analysis, Requirements Gathering, Performance Management, Operational Excellence, Banking, Business Requirements, Visio
Education
Quality Council of Indiana 2014 — 2014
Black Belt
Quality First Inc. 2012 — 2012
Lean Six Sigma Green Belt
Smarter Solutions Inc. 2011 — 2012
Lean Six Sigma: Green Belt
Element K 2012 — 2012
Lean Six Sigma Green Belt
TD Insurance 2010 — 2011
Lean Six Sigma: Green Belt
Sheridan College 2009 — 2009
French Studies
Brock University 2007 — 2008
Adult Education Certificate Program, Adult and Continuing Education and Teaching
George Brown College 2003 — 2004
Bachelor of Applied Business
RBC Insurance July 2015 - Present
RBC Insurance July 2014 - July 2015
Sun Life Financial September 2013 - July 2014
TD Bank October 2012 - September 2013
TD Insurance Company December 2009 - December 2012
TD Insurance Company March 2012 - October 2012
TD Insurance Company April 2004 - December 2009
Skills
Business Process..., Statistical Data..., Lean Six Sigma, Six Sigma, Project Management, Change Management, DMAIC, Root Cause Analysis, Leadership, Training Facilitation, Minitab, Microsoft Visio, Microsoft Excel, Process Improvement, Insurance, Continuous Improvement, Business Process, Call Centers, Risk Management, Quality Assurance, Business Analysis, Requirements Gathering, Performance Management, Operational Excellence, Banking, Business Requirements, Visio
Education
Quality Council of Indiana 2014 — 2014
Black Belt
Quality First Inc. 2012 — 2012
Lean Six Sigma Green Belt
Smarter Solutions Inc. 2011 — 2012
Lean Six Sigma: Green Belt
Element K 2012 — 2012
Lean Six Sigma Green Belt
TD Insurance 2010 — 2011
Lean Six Sigma: Green Belt
Sheridan College 2009 — 2009
French Studies
Brock University 2007 — 2008
Adult Education Certificate Program, Adult and Continuing Education and Teaching
George Brown College 2003 — 2004
Bachelor of Applied Business
Brian Joynt, CPA, CMA Brian Joynt, CPA, CMA's Sun Life Financial Experience July 2010 - Present
Job Manager, Mortgage Accounting (NA) at Sun Life Financial
Industry Accounting
Experience
Sun Life Financial July 2010 - Present
The CUMIS Group July 1986 - June 2008
Skills
Management, Budgets, Leadership, Accounting, Purchasing, Insurance, Financial Reporting, Financial Analysis, Strategic Financial..., Change Management, Financial Planning, Risk Management, Strategic Planning, Payroll
Education
CMA - Society of Management Accountants of Ontario 1990 — 1992
CMA
Brock University 1976 — 1980
B. Admin (Honours), Accounting Major
Sun Life Financial July 2010 - Present
The CUMIS Group July 1986 - June 2008
Skills
Management, Budgets, Leadership, Accounting, Purchasing, Insurance, Financial Reporting, Financial Analysis, Strategic Financial..., Change Management, Financial Planning, Risk Management, Strategic Planning, Payroll
Education
CMA - Society of Management Accountants of Ontario 1990 — 1992
CMA
Brock University 1976 — 1980
B. Admin (Honours), Accounting Major
Shirley Forsyth, MBA, M.Ed., PhD Shirley Forsyth, MBA, M.Ed., PhD's Sun Life Financial Experience December 2013 - Present
Job Maximizing leader potential through businessfocused learning solutions
Industry Human Resources
Experience
Sun Life Financial December 2013 - Present
Sun Life Financial 2007 - December 2013
Bay Area Leadership 2004 - 2011
Hamilton Health Sciences 2003 - 2007
Government of Ontario 2001 - 2003
Skills
Curriculum Development, Curriculum Management, Change Leadership, Change Management, Leadership Development, Communications Strategy, Strategic Thinking, Global Delivery, Team Leadership, Team Building, Talent Development, Program Execution, Results Focused, Organizational..., Talent Management, Strategic Communications, Project Management, Curriculum Design, Organizational..., Employee Relations, Human Resources, Workshop Facilitation, Program Management, Executive Coaching, Succession Planning, Performance Management, Employee Engagement, Career Development, Organizational Design, Leadership, Training, Strategy, Management Development, Business Strategy, Employee Training, Training Delivery, Instructional Design, Coaching, Personnel Management, 360 Feedback, Culture Change, MBTI, Conflict Resolution, HR Consulting, Performance Consulting, Needs Analysis, Organizational Learning, Blended Learning, Learning Management, Facilitation
Education
Indiana Institute of Technology 2010 — 2015
Doctor of Philosophy (Ph.D.)
Brock University 2006 — 2010
Master of Education (M.Ed.)
University of Michigan
Lean Six Sigma Green Belt
McMaster University 1993 — 2001
Master of Business Administration (M.B.A.)
HR Leadership Academy 2008 — 2008
Certificate
St. Francis Xavier University 2003 — 2003
Certificate
Academy of Management
2012 Annual Conference
Northeastern University
Global Leadership Summit
Sun Life Financial December 2013 - Present
Sun Life Financial 2007 - December 2013
Bay Area Leadership 2004 - 2011
Hamilton Health Sciences 2003 - 2007
Government of Ontario 2001 - 2003
Skills
Curriculum Development, Curriculum Management, Change Leadership, Change Management, Leadership Development, Communications Strategy, Strategic Thinking, Global Delivery, Team Leadership, Team Building, Talent Development, Program Execution, Results Focused, Organizational..., Talent Management, Strategic Communications, Project Management, Curriculum Design, Organizational..., Employee Relations, Human Resources, Workshop Facilitation, Program Management, Executive Coaching, Succession Planning, Performance Management, Employee Engagement, Career Development, Organizational Design, Leadership, Training, Strategy, Management Development, Business Strategy, Employee Training, Training Delivery, Instructional Design, Coaching, Personnel Management, 360 Feedback, Culture Change, MBTI, Conflict Resolution, HR Consulting, Performance Consulting, Needs Analysis, Organizational Learning, Blended Learning, Learning Management, Facilitation
Education
Indiana Institute of Technology 2010 — 2015
Doctor of Philosophy (Ph.D.)
Brock University 2006 — 2010
Master of Education (M.Ed.)
University of Michigan
Lean Six Sigma Green Belt
McMaster University 1993 — 2001
Master of Business Administration (M.B.A.)
HR Leadership Academy 2008 — 2008
Certificate
St. Francis Xavier University 2003 — 2003
Certificate
Academy of Management
2012 Annual Conference
Northeastern University
Global Leadership Summit
Bryce Martins Bryce Martins's Sun Life Financial Experience July 2013 - Present
Job Internal Wholesaler at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Ortronics January 2013 - July 2013
Ortronics October 2011 - January 2013
Ortronics May 2010 - October 2011
Skills
Product Marketing, Product Management, Business Development, Cross-functional Team..., Solution Selling, Salesforce.com, New Business Development, Competitive Analysis, Sales Management
Education
Bryant University 2005 — 2009
Bachelor of Arts, Business Administration, Sociology
University of New Haven 2009 — 2011
Masters Degree, Business Administration
Sun Life Financial July 2013 - Present
Ortronics January 2013 - July 2013
Ortronics October 2011 - January 2013
Ortronics May 2010 - October 2011
Skills
Product Marketing, Product Management, Business Development, Cross-functional Team..., Solution Selling, Salesforce.com, New Business Development, Competitive Analysis, Sales Management
Education
Bryant University 2005 — 2009
Bachelor of Arts, Business Administration, Sociology
University of New Haven 2009 — 2011
Masters Degree, Business Administration
Ernest Till Ernest Till's Sun Life Financial Experience January 2012 - December 2014
Job Account Executive at Aetna
Industry Financial Services
Experience
Aetna December 2014 - Present
Sun Life Financial January 2012 - December 2014
Skills
Sales, Customer Service, Management, Employee Benefits, Leadership, Cold Calling, CRM, Disability Insurance, Insurance, Health Insurance, Life Insurance, Brokers, Term Life Insurance, Benefits Administration, Health Savings Accounts, Underwriting
Education
Cal State Fullerton
Bachelor of Arts (B.A.), Business Administration and Management, General
Mary Star of the sea high school
GE, Business Administration and Management, General
Aetna December 2014 - Present
Sun Life Financial January 2012 - December 2014
Skills
Sales, Customer Service, Management, Employee Benefits, Leadership, Cold Calling, CRM, Disability Insurance, Insurance, Health Insurance, Life Insurance, Brokers, Term Life Insurance, Benefits Administration, Health Savings Accounts, Underwriting
Education
Cal State Fullerton
Bachelor of Arts (B.A.), Business Administration and Management, General
Mary Star of the sea high school
GE, Business Administration and Management, General
Andy Effron's Sun Life Financial Experience April 2013 - Present
Job Senior Corporate Recruiter at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Jennifer Doak's Sun Life Financial Experience March 2006 - November 2006
Job Senior Director, Human Resources at PAREXEL
Industry Pharmaceuticals
Experience
PAREXEL April 2013 - Present
PAREXEL March 2010 - Present
Vertex Pharmaceuticals November 2006 - March 2010
Sun Life Financial March 2006 - November 2006
CIGNA January 2005 - February 2006
CIGNA 2002 - 2005
CIGNA 2001 - 2002
CIGNA 2000 - 2001
CIGNA 1997 - 2000
Skills
Human Resources, Talent Management, Talent Acquisition, Employee Relations, Performance Management, Organizational...
Education
University of Connecticut
MBA, Finance
Bryant University 1993 — 1997
BS, Management and Communications
PAREXEL April 2013 - Present
PAREXEL March 2010 - Present
Vertex Pharmaceuticals November 2006 - March 2010
Sun Life Financial March 2006 - November 2006
CIGNA January 2005 - February 2006
CIGNA 2002 - 2005
CIGNA 2001 - 2002
CIGNA 2000 - 2001
CIGNA 1997 - 2000
Skills
Human Resources, Talent Management, Talent Acquisition, Employee Relations, Performance Management, Organizational...
Education
University of Connecticut
MBA, Finance
Bryant University 1993 — 1997
BS, Management and Communications
Wesley Yip Wesley Yip's Sun Life Financial Experience June 2015 - Present
Job Sun Life Financial Advisor
Industry Financial Services
Experience
Sun Life Financial June 2015 - Present
Dyma Inc. December 2013 - September 2014
HL Bayview Financial Inc. December 2011 - August 2012
Kumon October 2007 - April 2009
Education
Brock University 2009 — 2013
Honours Bachelor of Business Administration (B.B.A.)
Sun Life Financial June 2015 - Present
Dyma Inc. December 2013 - September 2014
HL Bayview Financial Inc. December 2011 - August 2012
Kumon October 2007 - April 2009
Education
Brock University 2009 — 2013
Honours Bachelor of Business Administration (B.B.A.)
William Hurley William Hurley's Sun Life Financial Experience June 2008 - September 2008
Job Manager, Corporate Sales Bay Area at Sumo Logic
Industry Computer Software
Experience
Sumo Logic August 2015 - Present
Sumo Logic August 2014 - August 2015
Oracle May 2013 - August 2014
Rain Bird March 2012 - May 2013
Rain Bird September 2009 - April 2011
Cal Poly State University August 2007 - June 2009
Sun Life Financial June 2008 - September 2008
Skills
Sales Management, Management, Cold Calling, Event Planning, Sales, Employee Benefits, Budgets, Microsoft Excel, Market Research, Customer Service, Data Entry, Program Management, Junior Golf, Forecasting, Political Management, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Business Administration
Bellarmine College Preparatory 2004 — 2005
Leland 2001 — 2004
Sumo Logic August 2015 - Present
Sumo Logic August 2014 - August 2015
Oracle May 2013 - August 2014
Rain Bird March 2012 - May 2013
Rain Bird September 2009 - April 2011
Cal Poly State University August 2007 - June 2009
Sun Life Financial June 2008 - September 2008
Skills
Sales Management, Management, Cold Calling, Event Planning, Sales, Employee Benefits, Budgets, Microsoft Excel, Market Research, Customer Service, Data Entry, Program Management, Junior Golf, Forecasting, Political Management, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Business Administration
Bellarmine College Preparatory 2004 — 2005
Leland 2001 — 2004
Courtenay Gilbert's Sun Life Financial Experience 2006 - 2008
Job Marketing Trade Analyst at Sabra Dipping Company
Industry Consumer Goods
Experience
Sabra Dipping Company April 2011 - Present
H. Barber & Sons, Inc. May 2008 - April 2011
Sun Life Financial 2006 - 2008
Business Solutions International 2006 - 2007
Skills
Microsoft Office, Advertising, MEI-TPM, Photoshop, Display Advertising, POS, Merchandising, Sales, Marketing Strategy, Marketing, Process Improvement, Cross-functional Team..., Customer Service
Education
Bryant University 2002 — 2006
Bachelor of Science (B.S.), Marketing
Sabra Dipping Company April 2011 - Present
H. Barber & Sons, Inc. May 2008 - April 2011
Sun Life Financial 2006 - 2008
Business Solutions International 2006 - 2007
Skills
Microsoft Office, Advertising, MEI-TPM, Photoshop, Display Advertising, POS, Merchandising, Sales, Marketing Strategy, Marketing, Process Improvement, Cross-functional Team..., Customer Service
Education
Bryant University 2002 — 2006
Bachelor of Science (B.S.), Marketing
Michael Ostrander Michael Ostrander's Sun Life Financial Experience March 2015 - Present
Job Financial Operations at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
State Street Corporation November 2010 - March 2015
Town of Barnstable May 2010 - September 2010
Bryant University September 2007 - May 2010
Town of Barnstable June 2007 - August 2009
Skills
Training, Financial Reporting, Accounting, Financial Modeling, Financial Analysis, Team Building, Human Resources, Internal Controls, Account Reconciliation, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Finance, General Ledger, GAAP, Teamwork, Hedge Funds, Sarbanes-Oxley Act, US GAAP, Financial Services
Education
Bryant University 2006 — 2010
B.S., Business
Sun Life Financial March 2015 - Present
State Street Corporation November 2010 - March 2015
Town of Barnstable May 2010 - September 2010
Bryant University September 2007 - May 2010
Town of Barnstable June 2007 - August 2009
Skills
Training, Financial Reporting, Accounting, Financial Modeling, Financial Analysis, Team Building, Human Resources, Internal Controls, Account Reconciliation, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Finance, General Ledger, GAAP, Teamwork, Hedge Funds, Sarbanes-Oxley Act, US GAAP, Financial Services
Education
Bryant University 2006 — 2010
B.S., Business
Westley Thompson's Sun Life Financial Experience 2008 - Present
Job President, Sun Life Financial U.S. at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2008 - Present
Lincoln Financial Group January 1998 - 2008
CIGNA Individual Insurance January 1994 - January 1998
Skills
Executive Management, Strategic Planning, Strategic Leadership, Inspiration, Mentoring, Coaching, Financials, Insurance, Health Insurance, International Management, North America, Talent Management, Leadership Development
Education
Brown University
Bachelor's degree
Sun Life Financial 2008 - Present
Lincoln Financial Group January 1998 - 2008
CIGNA Individual Insurance January 1994 - January 1998
Skills
Executive Management, Strategic Planning, Strategic Leadership, Inspiration, Mentoring, Coaching, Financials, Insurance, Health Insurance, International Management, North America, Talent Management, Leadership Development
Education
Brown University
Bachelor's degree
Sean Merrigan Sean Merrigan's Sun Life Financial Experience April 2012 - November 2014
Job Groups Sales Representative at Reliance Standard
Industry Insurance
Experience
Reliance Standard November 2014 - Present
Sun Life Financial April 2012 - November 2014
The Guardian Life Insurance Company of America July 2009 - March 2012
Skills
Group Insurance, Insurance, Disability Insurance, Health Savings Accounts, Long Term Care Insurance, Salesforce.com, Life Insurance, Critical Illness, Term Life Insurance, Long-term Care, Lead Generation, 401k, Account Management, COBRA, Health Insurance, Consulting, Insurance Brokerage, Consultative Selling..., Customer Service
Education
Bryant University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Dean College 2005 — 2007
Associate's degree, Business Administration and Management, General
Reliance Standard November 2014 - Present
Sun Life Financial April 2012 - November 2014
The Guardian Life Insurance Company of America July 2009 - March 2012
Skills
Group Insurance, Insurance, Disability Insurance, Health Savings Accounts, Long Term Care Insurance, Salesforce.com, Life Insurance, Critical Illness, Term Life Insurance, Long-term Care, Lead Generation, 401k, Account Management, COBRA, Health Insurance, Consulting, Insurance Brokerage, Consultative Selling..., Customer Service
Education
Bryant University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Dean College 2005 — 2007
Associate's degree, Business Administration and Management, General
Susan Prange, C.C., C.L. Susan Prange, C.C., C.L.'s Sun Life Financial Experience August 2015 - Present
Job Sr. Business Partner Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial July 2013 - August 2015
Sun Life Financial April 2012 - July 2013
Sun Life Financial December 2009 - April 2012
Sun Life Financial March 2006 - December 2009
Sun Life Financial November 2002 - March 2006
RE/MAX Twin City Realty Inc., Brokerage September 2000 - May 2002
Skills
Coaching, Change Management, Leadership, Team Leadership, Training, Team Building, Process Improvement, Customer Service, Employee Training, Public Speaking, Software Documentation, Time Management, Program Management, Insurance, Analysis, Management, Vendor Management
Education
Brock University 1996 — 2000
Bachelor's degree, Sociology
Swansea University 1998 — 1999
Sun Life Financial August 2015 - Present
Sun Life Financial July 2013 - August 2015
Sun Life Financial April 2012 - July 2013
Sun Life Financial December 2009 - April 2012
Sun Life Financial March 2006 - December 2009
Sun Life Financial November 2002 - March 2006
RE/MAX Twin City Realty Inc., Brokerage September 2000 - May 2002
Skills
Coaching, Change Management, Leadership, Team Leadership, Training, Team Building, Process Improvement, Customer Service, Employee Training, Public Speaking, Software Documentation, Time Management, Program Management, Insurance, Analysis, Management, Vendor Management
Education
Brock University 1996 — 2000
Bachelor's degree, Sociology
Swansea University 1998 — 1999
John Rycroft's Sun Life Financial Experience May 2008 - August 2011
Job Regional Sales Director Stop Loss at AIG
Industry Insurance
Experience
AIG August 2011 - Present
Sun Life Financial May 2008 - August 2011
Northwestern Mutual September 2007 - June 2008
Lockton Companies May 2006 - September 2006
Skills
Insurance, Underwriting, Employee Benefits, Health Insurance, Stop Loss, Disability Insurance, Life Insurance, Brokers, Property & Casualty..., Workers Compensation, Commercial Insurance, Captives, Health Savings Accounts, Risk Management, Term Life Insurance, Retirement Planning
Education
California Polytechnic State University-San Luis Obispo
Business, Finance
AIG August 2011 - Present
Sun Life Financial May 2008 - August 2011
Northwestern Mutual September 2007 - June 2008
Lockton Companies May 2006 - September 2006
Skills
Insurance, Underwriting, Employee Benefits, Health Insurance, Stop Loss, Disability Insurance, Life Insurance, Brokers, Property & Casualty..., Workers Compensation, Commercial Insurance, Captives, Health Savings Accounts, Risk Management, Term Life Insurance, Retirement Planning
Education
California Polytechnic State University-San Luis Obispo
Business, Finance
Joseph Klinkhamer Joseph Klinkhamer's Sun Life Financial Experience July 2013 - Present
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2013 - Present
Assurant Employee Benefits September 2011 - July 2013
United Healthcare April 2005 - August 2011
Four Star Salon Services March 2004 - April 2005
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Underwriting, Brokers, Term Life Insurance, Claim, Health Savings Accounts, Long-term Care, Workers Compensation, Benefits Administration, Customer Service, Dentistry, Claims Management, Medicare, Reinsurance, Account Management
Education
Brown College
Sun Life Financial July 2013 - Present
Assurant Employee Benefits September 2011 - July 2013
United Healthcare April 2005 - August 2011
Four Star Salon Services March 2004 - April 2005
Skills
Insurance, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Underwriting, Brokers, Term Life Insurance, Claim, Health Savings Accounts, Long-term Care, Workers Compensation, Benefits Administration, Customer Service, Dentistry, Claims Management, Medicare, Reinsurance, Account Management
Education
Brown College
James Zozula's Sun Life Financial Experience October 2010 - July 2013
Job Actuarial Analyst at Genworth Financial
Industry Insurance
Experience
Delaware Life August 2013 - November 2014
Sun Life Financial October 2010 - July 2013
George Wright Golf Course August 2005 - October 2010
Skills
Actuarial Science, Finance, Reinsurance, Access, VBA, Variable Annuities, Fixed Annuities, SAS
Education
Bryant University 2006 — 2010
Boston Latin Academy
Delaware Life August 2013 - November 2014
Sun Life Financial October 2010 - July 2013
George Wright Golf Course August 2005 - October 2010
Skills
Actuarial Science, Finance, Reinsurance, Access, VBA, Variable Annuities, Fixed Annuities, SAS
Education
Bryant University 2006 — 2010
Boston Latin Academy
Evan Wallace, MBA Evan Wallace, MBA's Sun Life Financial Experience May 2014 - Present
Job Claims Services Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial May 2014 - Present
WallaceGFX October 2007 - Present
Sun Life Financial August 2013 - May 2014
Sun Life Financial November 2012 - August 2013
Life Solutions Group August 2011 - November 2012
Comsearch July 2010 - August 2010
Camp Bauercrest June 2006 - August 2009
Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Financial Modeling, Financial Services, Management, Analysis, Finance, Employee Benefits, CRM, Sales, Securities, Creative Problem Solving, Quality Control, Strategic Financial..., Team Leadership, Program Management, Microsoft Excel, DOS commands, Computer Proficiency, Financial Planning, Microsoft Office
Education
Bryant University 2010 — 2011
Master, Business Administration
Bryant University 2006 — 2010
Bachelor of Science, Finance
Sun Life Financial May 2014 - Present
WallaceGFX October 2007 - Present
Sun Life Financial August 2013 - May 2014
Sun Life Financial November 2012 - August 2013
Life Solutions Group August 2011 - November 2012
Comsearch July 2010 - August 2010
Camp Bauercrest June 2006 - August 2009
Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Financial Modeling, Financial Services, Management, Analysis, Finance, Employee Benefits, CRM, Sales, Securities, Creative Problem Solving, Quality Control, Strategic Financial..., Team Leadership, Program Management, Microsoft Excel, DOS commands, Computer Proficiency, Financial Planning, Microsoft Office
Education
Bryant University 2010 — 2011
Master, Business Administration
Bryant University 2006 — 2010
Bachelor of Science, Finance
Jonathan Labelle Jonathan Labelle's Sun Life Financial Experience May 2009 - May 2010
Job Directeur succursale/ Branch managerchez Bank of Montreal
Industry Banking
Experience
Bank of Montreal October 2011 - Present
Bank of Montreal May 2010 - September 2011
Sun Life Financial May 2009 - May 2010
Skills
Banque, Crédit
Education
Brock University 2004 — 2008
Business administration, finance
Haverhill High School 1998 — 2000
Bank of Montreal October 2011 - Present
Bank of Montreal May 2010 - September 2011
Sun Life Financial May 2009 - May 2010
Skills
Banque, Crédit
Education
Brock University 2004 — 2008
Business administration, finance
Haverhill High School 1998 — 2000
Marisa Benfanti Marisa Benfanti's Sun Life Financial Experience May 2011 - Present
Job Employee Benefits Representative at SunLife Financial
Industry Financial Services
Experience
Sun Life Financial May 2011 - Present
CBS Radio/ Jack FM June 2010 - September 2010
Children's Center January 2010 - June 2010
Admiral Risty Restaurant August 2006 - August 2009
Crazy Jays Boutique October 2008 - July 2009
San Luis County Historical Society March 2008 - June 2009
Skills
Event Planning, Public Relations, Customer Service, Press Releases, Advertising, Non-profits, Community Outreach, Social Media, Event Management, Public Speaking, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Marketing, Research, Social Media Marketing, Outlook, Recruiting, Leadership
Education
California Polytechnic State University 2007 — 2011
Bachelor of Arts, Communication Studies
California Polytechnic State University-San Luis Obispo 2007 — 2011
BA, Communications
Sun Life Financial May 2011 - Present
CBS Radio/ Jack FM June 2010 - September 2010
Children's Center January 2010 - June 2010
Admiral Risty Restaurant August 2006 - August 2009
Crazy Jays Boutique October 2008 - July 2009
San Luis County Historical Society March 2008 - June 2009
Skills
Event Planning, Public Relations, Customer Service, Press Releases, Advertising, Non-profits, Community Outreach, Social Media, Event Management, Public Speaking, PowerPoint, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Marketing, Research, Social Media Marketing, Outlook, Recruiting, Leadership
Education
California Polytechnic State University 2007 — 2011
Bachelor of Arts, Communication Studies
California Polytechnic State University-San Luis Obispo 2007 — 2011
BA, Communications
David Frazer David Frazer's Sun Life Financial Experience January 1999 - November 2004
Job National VP, Key Accounts at Manulife Bank of Canada
Industry Banking
Experience
Manulife Bank of Canada January 2015 - Present
Manulife Bank of Canada June 2013 - December 2014
Manulife Bank of Canada January 2012 - June 2013
Manulife Bank of Canada May 2008 - January 2012
Manulife Financial November 2004 - May 2008
Sun Life Financial January 1999 - November 2004
TD Canada Trust January 1997 - January 1999
Conestoga College January 1996 - January 1997
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Retirement, Banking, Pensions, Credit, Investments, Business Development, Management, Communication Skills, Employee Benefits, Time Management, Relationship Management, Coaching, Loans, Mortgage Lending, Sales, Building Relationships, Leadership, Team Leadership, Team-oriented, Team Building, Financial Advisory, Mutual Funds, Portfolio Management, Insurance, Marketing, Sales Operations, Financial Planning
Education
Conestoga College 1994 — 1997
Management Studies, Business Administration
Brock University
Bachelor of Education, Adult Education
Manulife Bank of Canada January 2015 - Present
Manulife Bank of Canada June 2013 - December 2014
Manulife Bank of Canada January 2012 - June 2013
Manulife Bank of Canada May 2008 - January 2012
Manulife Financial November 2004 - May 2008
Sun Life Financial January 1999 - November 2004
TD Canada Trust January 1997 - January 1999
Conestoga College January 1996 - January 1997
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Retirement, Banking, Pensions, Credit, Investments, Business Development, Management, Communication Skills, Employee Benefits, Time Management, Relationship Management, Coaching, Loans, Mortgage Lending, Sales, Building Relationships, Leadership, Team Leadership, Team-oriented, Team Building, Financial Advisory, Mutual Funds, Portfolio Management, Insurance, Marketing, Sales Operations, Financial Planning
Education
Conestoga College 1994 — 1997
Management Studies, Business Administration
Brock University
Bachelor of Education, Adult Education
Barbara Walker Barbara Walker's Sun Life Financial Experience April 2005 - August 2006
Job Sr. Director, Learning at Chartwell Retirement Residences
Industry Banking
Experience
Chartwell Retirement Residences September 2013 - Present
Impact Global Solutions November 2009 - Present
TD April 2013 - September 2013
TD Bank Group March 2012 - April 2013
TD Bank July 2010 - March 2012
Price Waterhouse Coopers February 2010 - July 2010
Logitech March 2009 - November 2009
Mackenzie Financial August 2006 - February 2009
Sun Life Financial April 2005 - August 2006
Impact Global Solutions December 2004 - June 2005
Skills
Workshop Facilitation, Cross-functional Team..., Leadership Development, Coaching, Training, Process Improvement, Needs Analysis, Instructional Design, Blended Learning, Strategic Planning, Securities, Mutual Funds, Wealth Management, Investment Advisory, AML, Compliance, Financial Services, Relationship Management, Vendor Relationships, HR Consulting, Knowledge Management, Project Management, Management Consulting, Enterprise Risk..., Leadership, Management, Strategy, Vendor Management, Employee Engagement, Change Management, Team Leadership, Consulting, Banking, Performance Management, Customer Service, Succession Planning, Recruiting, CRM, Risk Management, Program Management, Business Development, Organizational..., Talent Management
Education
CSI 2015 — 2015
Chief Compliance Officers Qualifying Exam, Regulatory
Georgian College 1994 — 1995
Communicative Disorders - Post Grad Programme
Brock University 1991 — 1994
BA, Linguistics
ACAMS
Certified Anti-Money Laundering Specialist (CAMS) - expected, Anti-Money Laundering, Anti-Terrorist Financing
CSI
Conduct and Practices Handbook
CSI
Canadian Securities Course
CSI
Professional Financial Planner (PFP)
Investment Funds Institute of Canada (IFIC)
Investment Funds in Canada
Chartwell Retirement Residences September 2013 - Present
Impact Global Solutions November 2009 - Present
TD April 2013 - September 2013
TD Bank Group March 2012 - April 2013
TD Bank July 2010 - March 2012
Price Waterhouse Coopers February 2010 - July 2010
Logitech March 2009 - November 2009
Mackenzie Financial August 2006 - February 2009
Sun Life Financial April 2005 - August 2006
Impact Global Solutions December 2004 - June 2005
Skills
Workshop Facilitation, Cross-functional Team..., Leadership Development, Coaching, Training, Process Improvement, Needs Analysis, Instructional Design, Blended Learning, Strategic Planning, Securities, Mutual Funds, Wealth Management, Investment Advisory, AML, Compliance, Financial Services, Relationship Management, Vendor Relationships, HR Consulting, Knowledge Management, Project Management, Management Consulting, Enterprise Risk..., Leadership, Management, Strategy, Vendor Management, Employee Engagement, Change Management, Team Leadership, Consulting, Banking, Performance Management, Customer Service, Succession Planning, Recruiting, CRM, Risk Management, Program Management, Business Development, Organizational..., Talent Management
Education
CSI 2015 — 2015
Chief Compliance Officers Qualifying Exam, Regulatory
Georgian College 1994 — 1995
Communicative Disorders - Post Grad Programme
Brock University 1991 — 1994
BA, Linguistics
ACAMS
Certified Anti-Money Laundering Specialist (CAMS) - expected, Anti-Money Laundering, Anti-Terrorist Financing
CSI
Conduct and Practices Handbook
CSI
Canadian Securities Course
CSI
Professional Financial Planner (PFP)
Investment Funds Institute of Canada (IFIC)
Investment Funds in Canada
Brett Bliven Brett Bliven's Sun Life Financial Experience October 2014 - Present
Job Senior Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2014 - Present
Sun Life Financial July 2012 - October 2014
Sun Life Financial June 2008 - July 2012
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, Employee Benefits, Underwriting, Customer Service, Term Life Insurance, Investments, Leadership, Risk Management, Critical Illness
Education
Bryant University
Bachelor of Science (B.S.), Finance, General
Sun Life Financial October 2014 - Present
Sun Life Financial July 2012 - October 2014
Sun Life Financial June 2008 - July 2012
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, Employee Benefits, Underwriting, Customer Service, Term Life Insurance, Investments, Leadership, Risk Management, Critical Illness
Education
Bryant University
Bachelor of Science (B.S.), Finance, General
Casey Ostrander Casey Ostrander's Sun Life Financial Experience July 2014 - Present
Job Implementation Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2014 - Present
Sun Life Financial October 2013 - July 2014
YD Red Sox June 2012 - August 2012
Skills
Marketing, Microsoft Excel, Facebook, Social Networking, PowerPoint, Microsoft Office, Leadership, Public Speaking, Sailing, Microsoft Word, Social Media, Event Planning, Teamwork, SAS E-Miner, Customer Service, Time Management
Education
Bryant University 2009 — 2013
Bachelor of Business Administration, Concentration: Marketing Minor: Applied Statistics and Psychology
Sun Life Financial July 2014 - Present
Sun Life Financial October 2013 - July 2014
YD Red Sox June 2012 - August 2012
Skills
Marketing, Microsoft Excel, Facebook, Social Networking, PowerPoint, Microsoft Office, Leadership, Public Speaking, Sailing, Microsoft Word, Social Media, Event Planning, Teamwork, SAS E-Miner, Customer Service, Time Management
Education
Bryant University 2009 — 2013
Bachelor of Business Administration, Concentration: Marketing Minor: Applied Statistics and Psychology
Jonathan Caruso's Sun Life Financial Experience May 2015 - Present
Job Associate Director, Premium Admin Operations Control at SunLife Financial
Industry Insurance
Experience
Sun Life Financial May 2015 - Present
Sun Life Financial January 2014 - May 2015
Travelers Insurance December 2005 - January 2014
Travelers Insurance September 2004 - December 2005
Skills
Insurance, Property & Casualty..., Process Improvement, Auditing, Business Process..., Business Analysis, Claim, General Insurance, Customer Service, Risk Management, Business Intelligence, Microsoft Excel, Requirements Gathering, Data Warehousing, Account Reconciliation, Requirements Analysis, Claims Management, Business Requirements, Advanced Excel, Reporting & Analysis, Accounts Receivable, Team Leadership, Lean Thinking, Lean Six Sigma, Lean Tools, Lean Operations, Lean Transformation, Six Sigma, Analysis, Leadership, Management, Financial Analysis, Microsoft Office
Education
Villanova University 2015 — 2015
Green Belt
Bryant University 2000 — 2004
Bachelor of Science - Cum Laude, Financial Services w/Pychology minor
East Hartford High School 1996 — 2000
Sun Life Financial May 2015 - Present
Sun Life Financial January 2014 - May 2015
Travelers Insurance December 2005 - January 2014
Travelers Insurance September 2004 - December 2005
Skills
Insurance, Property & Casualty..., Process Improvement, Auditing, Business Process..., Business Analysis, Claim, General Insurance, Customer Service, Risk Management, Business Intelligence, Microsoft Excel, Requirements Gathering, Data Warehousing, Account Reconciliation, Requirements Analysis, Claims Management, Business Requirements, Advanced Excel, Reporting & Analysis, Accounts Receivable, Team Leadership, Lean Thinking, Lean Six Sigma, Lean Tools, Lean Operations, Lean Transformation, Six Sigma, Analysis, Leadership, Management, Financial Analysis, Microsoft Office
Education
Villanova University 2015 — 2015
Green Belt
Bryant University 2000 — 2004
Bachelor of Science - Cum Laude, Financial Services w/Pychology minor
East Hartford High School 1996 — 2000
William Sherman's Sun Life Financial Experience January 2004 - January 2005
Job CRM/CX Application Sales at Oracle
Industry Financial Services
Experience
Oracle April 2013 - Present
Senior Inbound Product Specialist January 2009 - January 2012
Sun Life Financial Distributors January 2005 - January 2009
Sun Life Financial January 2004 - January 2005
John Hancock Signature Services January 2003 - January 2004
Skills
Series 6, Series 63, Investments, Mutual Funds, Retirement Planning, Training, Financial Services, Management, Securities, Wealth Management, Sales, Leadership, Fixed Annuities, Relationship Management, Call Centers
Education
Bryant University 1998 — 2002
Bachelor of Arts and Sciences, Management
Oracle April 2013 - Present
Senior Inbound Product Specialist January 2009 - January 2012
Sun Life Financial Distributors January 2005 - January 2009
Sun Life Financial January 2004 - January 2005
John Hancock Signature Services January 2003 - January 2004
Skills
Series 6, Series 63, Investments, Mutual Funds, Retirement Planning, Training, Financial Services, Management, Securities, Wealth Management, Sales, Leadership, Fixed Annuities, Relationship Management, Call Centers
Education
Bryant University 1998 — 2002
Bachelor of Arts and Sciences, Management
Jennifer Tose, PHR's Sun Life Financial Experience October 2005 - April 2007
Job
Industry Human Resources
Experience
Smiths August 2013 - Present
Smiths Medical February 2013 - Present
Comcast September 2011 - December 2012
MAXIMUS, Inc May 2011 - September 2011
MAXIMUS, Inc August 2008 - May 2011
MAXIMUS, Inc. May 2007 - August 2008
Sun Life Financial October 2005 - April 2007
One Stop Business Centers June 2005 - October 2005
Radio Disney June 2004 - October 2004
Skills
Employee Relations, Human Resources, Organizational Behavior, Onboarding, Performance Management, FMLA, New Hire Orientations, HR Policies, Employee Engagement, Event Planning, Event Management, Employee Wellness, Workplace Culture, Team Building, Talent Management, Leadership Development, Training, Affirmative Action, Organizational..., Employment Law, Employee Handbooks, Workforce Planning, Employee Benefits
Education
Suffolk University 2008 — 2010
Masters of Science, Human Resources
Massasoit Community College 2006 — 2007
Certificate, Event Management
Bryant University 2001 — 2005
BS Business Administration, Marketing, Management
Smiths August 2013 - Present
Smiths Medical February 2013 - Present
Comcast September 2011 - December 2012
MAXIMUS, Inc May 2011 - September 2011
MAXIMUS, Inc August 2008 - May 2011
MAXIMUS, Inc. May 2007 - August 2008
Sun Life Financial October 2005 - April 2007
One Stop Business Centers June 2005 - October 2005
Radio Disney June 2004 - October 2004
Skills
Employee Relations, Human Resources, Organizational Behavior, Onboarding, Performance Management, FMLA, New Hire Orientations, HR Policies, Employee Engagement, Event Planning, Event Management, Employee Wellness, Workplace Culture, Team Building, Talent Management, Leadership Development, Training, Affirmative Action, Organizational..., Employment Law, Employee Handbooks, Workforce Planning, Employee Benefits
Education
Suffolk University 2008 — 2010
Masters of Science, Human Resources
Massasoit Community College 2006 — 2007
Certificate, Event Management
Bryant University 2001 — 2005
BS Business Administration, Marketing, Management
Rachel Weatherbee's Sun Life Financial Experience April 2004 - June 2008
Job Case Management Consultant at Delaware Life
Industry Insurance
Experience
Delaware Life June 2008 - Present
Sun Life Financial April 2004 - June 2008
Sun Life Financial June 2001 - April 2004
Skills
Life Insurance, Mutual Funds, Finance, Customer Service, Insurance, Reinsurance
Education
Bryant College 1997 — 2001
Bachelor of Science, Marketing/communications
Delaware Life June 2008 - Present
Sun Life Financial April 2004 - June 2008
Sun Life Financial June 2001 - April 2004
Skills
Life Insurance, Mutual Funds, Finance, Customer Service, Insurance, Reinsurance
Education
Bryant College 1997 — 2001
Bachelor of Science, Marketing/communications
Brenda Harakas's Sun Life Financial Experience 1993 - 1998
Job Independent Communications Consultant
Industry E-Learning
Experience
Split Images 1988 - Present
CIBC October 2013 - July 2014
CIBC June 2010 - October 2011
Mobile Golf 360 February 2010 - March 2010
Loblaw Companies Limited April 2009 - June 2009
CIBC April 2008 - June 2008
CCI Interactive March 2002 - July 2007
IBM November 2000 - June 2003
Zellers July 1999 - May 2000
Sun Life Financial 1993 - 1998
Skills
Consulting, Government, Software, Personnel Management, Banking, Collaborative..., E-Learning, Instructor-led Training, Needs Analysis, Blended Learning, Software Documentation, Learning Management, Adult Education, Project Management, Editing, Training Delivery, SnagIt, Manuals, Training, Change Management
Education
Coursera MOOC (Prof. Werbach, U. Pennsylvania)
Gamification
U. Calif. S.F.-Nutrition for Health Promotion and Disease Prevention
Seneca College of Applied Arts and Technology 2000 — 2005
Certificate, Curriculum Design Using Instructional Technology
University of Guelph 1995 — 2005
Horticulturist Certificate
Brock University 1976 — 1977
B. Ed.
University of Western Ontario 1972 — 1976
B.Sc., Biology
Split Images 1988 - Present
CIBC October 2013 - July 2014
CIBC June 2010 - October 2011
Mobile Golf 360 February 2010 - March 2010
Loblaw Companies Limited April 2009 - June 2009
CIBC April 2008 - June 2008
CCI Interactive March 2002 - July 2007
IBM November 2000 - June 2003
Zellers July 1999 - May 2000
Sun Life Financial 1993 - 1998
Skills
Consulting, Government, Software, Personnel Management, Banking, Collaborative..., E-Learning, Instructor-led Training, Needs Analysis, Blended Learning, Software Documentation, Learning Management, Adult Education, Project Management, Editing, Training Delivery, SnagIt, Manuals, Training, Change Management
Education
Coursera MOOC (Prof. Werbach, U. Pennsylvania)
Gamification
U. Calif. S.F.-Nutrition for Health Promotion and Disease Prevention
Seneca College of Applied Arts and Technology 2000 — 2005
Certificate, Curriculum Design Using Instructional Technology
University of Guelph 1995 — 2005
Horticulturist Certificate
Brock University 1976 — 1977
B. Ed.
University of Western Ontario 1972 — 1976
B.Sc., Biology
Joseph Ciardi's Sun Life Financial Experience 2006 - December 2009
Job Chief Compliance Officer at Geode Capital Management
Industry Financial Services
Experience
Geode Capital Management January 2010 - Present
Sun Capital Advisers LLC May 2006 - December 2009
Sun Life Financial 2006 - December 2009
Adams Harkness 1996 - 2006
Skills
Securities, Hedge Funds, Equities, Alternative Investments, Mutual Funds, Securities Regulation, Asset Management, Investments, Trading, Financial Services, Portfolio Management, Investment Management, Commodity, Financial Modeling, SEC, Financial Regulation, Equity Trading, Risk Management, Investment Company Act, Investment Advisory, Investment Advisers Act, Asset Allocation
Education
Suffolk University
MBA
Bryant University 1985 — 1989
BA
Geode Capital Management January 2010 - Present
Sun Capital Advisers LLC May 2006 - December 2009
Sun Life Financial 2006 - December 2009
Adams Harkness 1996 - 2006
Skills
Securities, Hedge Funds, Equities, Alternative Investments, Mutual Funds, Securities Regulation, Asset Management, Investments, Trading, Financial Services, Portfolio Management, Investment Management, Commodity, Financial Modeling, SEC, Financial Regulation, Equity Trading, Risk Management, Investment Company Act, Investment Advisory, Investment Advisers Act, Asset Allocation
Education
Suffolk University
MBA
Bryant University 1985 — 1989
BA
Craig Hornsby's Sun Life Financial Experience 2008 - 2011
Job Sales Representative
Industry Medical Devices
Experience
Stryker 2013 - Present
Smith & Nephew 2011 - 2013
Sun Life Financial 2008 - 2011
Skills
Sales Operations, Business Development, Sales, Sales Management, Customer Retention, Selling
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science (B.S.), Business
Stryker 2013 - Present
Smith & Nephew 2011 - 2013
Sun Life Financial 2008 - 2011
Skills
Sales Operations, Business Development, Sales, Sales Management, Customer Retention, Selling
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science (B.S.), Business
Sue Schoch's Sun Life Financial Experience May 2014 - Present
Job VP Dental & Vision Product at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial April 2010 - March 2013
Sun Life Financial May 2007 - April 2010
Genworth Financial 2001 - 2007
Phoenix Home Life 1985 - 2001
MetLife September 1982 - September 1985
Skills
Insurance, Employee Benefits, Reinsurance, Life Insurance, Actuarial Science, Product Development, Health Insurance, Risk Management, Underwriting, Disability Insurance, Process Improvement, Management, Leadership, Claim, Term Life Insurance, Financial Services, Investments
Education
Bryn Mawr College 1979 — 1982
BA, Mathematics
Sun Life Financial May 2014 - Present
Sun Life Financial March 2013 - May 2014
Sun Life Financial April 2010 - March 2013
Sun Life Financial May 2007 - April 2010
Genworth Financial 2001 - 2007
Phoenix Home Life 1985 - 2001
MetLife September 1982 - September 1985
Skills
Insurance, Employee Benefits, Reinsurance, Life Insurance, Actuarial Science, Product Development, Health Insurance, Risk Management, Underwriting, Disability Insurance, Process Improvement, Management, Leadership, Claim, Term Life Insurance, Financial Services, Investments
Education
Bryn Mawr College 1979 — 1982
BA, Mathematics
Daniel Schmid's Sun Life Financial Experience February 2014 - Present
Job Vice President Market Leader, Western U.S.
Industry Insurance
Experience
Sun Life Financial February 2014 - Present
Sun Life Financial 2007 - January 2014
Genworth Financial 2003 - 2007
Phoenix Home Life 1994 - 2004
Skills
Disability Insurance, Insurance, Underwriting, Health Insurance, Fixed Annuities, Term Life Insurance, Brokers, Risk Management, Leadership, Employee Benefits, Management, Long-term Care, Sales, Life Insurance, Health Savings Accounts
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Sun Life Financial February 2014 - Present
Sun Life Financial 2007 - January 2014
Genworth Financial 2003 - 2007
Phoenix Home Life 1994 - 2004
Skills
Disability Insurance, Insurance, Underwriting, Health Insurance, Fixed Annuities, Term Life Insurance, Brokers, Risk Management, Leadership, Employee Benefits, Management, Long-term Care, Sales, Life Insurance, Health Savings Accounts
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Peter Michalenka's Sun Life Financial Experience January 1991 - May 1995
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MFS Investment Management May 1995 - December 2007
Sun Life Financial January 1991 - May 1995
Sun Life Annuity Service Center January 1988 - December 1990
MFS Service Center October 1984 - December 1987
Woonsocket Savings and Trust June 1980 - July 1984
Rhode Island Supreme Court September 1979 - June 1980
The Memorial Hospital August 1966 - August 1979
Skills
Mainframe, ESCON, zSeries, VTAM, NCP, SNA, VSE, DFSORT, IBM Utilities, Syncsort
Education
Bryant University 1970 — 1977
MFS Investment Management May 1995 - December 2007
Sun Life Financial January 1991 - May 1995
Sun Life Annuity Service Center January 1988 - December 1990
MFS Service Center October 1984 - December 1987
Woonsocket Savings and Trust June 1980 - July 1984
Rhode Island Supreme Court September 1979 - June 1980
The Memorial Hospital August 1966 - August 1979
Skills
Mainframe, ESCON, zSeries, VTAM, NCP, SNA, VSE, DFSORT, IBM Utilities, Syncsort
Education
Bryant University 1970 — 1977
Matt Desfosses's Sun Life Financial Experience November 2014 - Present
Job Director of LTD Pricing at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2014 - Present
Junior Achivement of Southwest New England July 2012 - Present
WellPoint January 2013 - November 2014
Higher One May 2009 - November 2012
The Hartford June 1997 - May 2009
Education
Bryant University 1995 — 1999
BS in Business Administration, Applied Actuarial Mathematics
Sun Life Financial November 2014 - Present
Junior Achivement of Southwest New England July 2012 - Present
WellPoint January 2013 - November 2014
Higher One May 2009 - November 2012
The Hartford June 1997 - May 2009
Education
Bryant University 1995 — 1999
BS in Business Administration, Applied Actuarial Mathematics
Brenda Huber's Sun Life Financial Experience August 2010 - Present
Job Manager, CSF Commissions at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2010 - Present
Sun Life Financial December 2009 - August 2010
Sun Life Financial January 2003 - August 2010
Skills
SDLC, Insurance, Management, Business Analysis, Requirements Gathering, Financial Services, Leadership, Project Portfolio..., Team Leadership, Risk Management, Requirements Analysis, Process Improvement, Business Requirements
Education
Brock University 1992 — 1995
BSc, Mathematics
Sun Life Financial August 2010 - Present
Sun Life Financial December 2009 - August 2010
Sun Life Financial January 2003 - August 2010
Skills
SDLC, Insurance, Management, Business Analysis, Requirements Gathering, Financial Services, Leadership, Project Portfolio..., Team Leadership, Risk Management, Requirements Analysis, Process Improvement, Business Requirements
Education
Brock University 1992 — 1995
BSc, Mathematics
Alisa Christopher's Sun Life Financial Experience 2001 - 2004
Job Consultant Finance Business Analyst
Industry Insurance
Experience
FM Global 2012 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2005 - 2009
Citizens Bank 2004 - 2005
Sun Life Financial 2001 - 2004
Sun Life Financial 1995 - 2001
Skills
SDLC, Process Improvement, Business Analysis, PeopleSoft, Requirements Gathering, Project Management, Financial Services, Visio, SQL, Business Intelligence, Data Warehousing, Vendor Management, Requirements Analysis, SharePoint, Program Management, Analytics, Business Requirements, Oracle, Change Management, Microsoft Office, User Acceptance Testing, Databases
Education
Bryant University 1996 — 2000
MBA, MIS
Westfield State University 1990 — 1994
Business Mgmt, Finance
FM Global 2012 - Present
Fidelity Investments 2009 - 2012
Fidelity Investments 2005 - 2009
Citizens Bank 2004 - 2005
Sun Life Financial 2001 - 2004
Sun Life Financial 1995 - 2001
Skills
SDLC, Process Improvement, Business Analysis, PeopleSoft, Requirements Gathering, Project Management, Financial Services, Visio, SQL, Business Intelligence, Data Warehousing, Vendor Management, Requirements Analysis, SharePoint, Program Management, Analytics, Business Requirements, Oracle, Change Management, Microsoft Office, User Acceptance Testing, Databases
Education
Bryant University 1996 — 2000
MBA, MIS
Westfield State University 1990 — 1994
Business Mgmt, Finance
Alan Wolberg's Sun Life Financial Experience October 1999 - September 2000
Job Senior Vice President, City National Bank
Industry Financial Services
Experience
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Kyle Houle's Sun Life Financial Experience November 2011 - Present
Job Operations Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2011 - Present
Sun Life Financial August 2005 - November 2011
Sun Life Financial 2005 - 2008
Skills
Insurance, Process Improvement, Visio, Employee Benefits, Vendor Management, Life Insurance
Education
Bryant University 2006 — 2009
MBA, Management
Bryant University 2001 — 2005
BSBA, Marketing, Management
Ponaganset 1997 — 2001
Sun Life Financial November 2011 - Present
Sun Life Financial August 2005 - November 2011
Sun Life Financial 2005 - 2008
Skills
Insurance, Process Improvement, Visio, Employee Benefits, Vendor Management, Life Insurance
Education
Bryant University 2006 — 2009
MBA, Management
Bryant University 2001 — 2005
BSBA, Marketing, Management
Ponaganset 1997 — 2001
Julie Baars Kaczynski's Sun Life Financial Experience June 2012 - Present
Job UX and Business Systems Director at Sun Life Financial
Industry Computer Software
Experience
Sun Life Financial June 2012 - Present
Sun Life Financial July 2011 - June 2012
Sun Life Financial March 2008 - July 2011
Sun Life Financial November 2005 - February 2008
Sun Life Financial April 2003 - November 2006
Sun Life Financial April 2002 - March 2003
Sun Life Financial September 2000 - March 2002
Massachusetts Institute of Technology August 1998 - August 2000
Kluwer Academic Publishers January 1994 - August 1998
Skills
Business Analysis, Requirements Gathering, SQL, User Experience, Software Documentation, Analysis, Quality Assurance, Business Requirements, Process Improvement, Project Management, Agile Methodologies, Relationship Management, Documentation, Diagramming, Problem Solving, Project Estimation, Leadership, Team Management, SDLC, Management, Requirements Analysis
Education
Brown University 1988 — 1992
AB, Comparative Literature
Tabor Academy
Tabor Academy
Sun Life Financial June 2012 - Present
Sun Life Financial July 2011 - June 2012
Sun Life Financial March 2008 - July 2011
Sun Life Financial November 2005 - February 2008
Sun Life Financial April 2003 - November 2006
Sun Life Financial April 2002 - March 2003
Sun Life Financial September 2000 - March 2002
Massachusetts Institute of Technology August 1998 - August 2000
Kluwer Academic Publishers January 1994 - August 1998
Skills
Business Analysis, Requirements Gathering, SQL, User Experience, Software Documentation, Analysis, Quality Assurance, Business Requirements, Process Improvement, Project Management, Agile Methodologies, Relationship Management, Documentation, Diagramming, Problem Solving, Project Estimation, Leadership, Team Management, SDLC, Management, Requirements Analysis
Education
Brown University 1988 — 1992
AB, Comparative Literature
Tabor Academy
Tabor Academy
Kevin MacDonald, PMP's Sun Life Financial Experience November 2012 - Present
Job Director, Special Projects and Consulting at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2012 - Present
Sun Life Financial May 2012 - November 2012
Sun Life Financial December 2010 - May 2012
Sun Life Financial March 2005 - December 2010
Sun Life Financial December 1999 - October 2001
Skills
Fixed Annuities, Insurance, Series 63, Vendor Management, Series 6, Process Improvement, Mutual Funds, Risk Management, Portfolio Management, Business Analysis, Relationship Management, Financial Services, Team Leadership, Program Management, Project Management, Change Management, Business Requirements, Project Portfolio..., PMO, Requirements Gathering, Cross-functional Team..., IT Strategy, MS Project, Visio, CRM, Requirements Analysis
Education
Bryant University 1986 — 1990
BSBA, Management
Catholic Memorial H.S. 1982 — 1986
Sun Life Financial November 2012 - Present
Sun Life Financial May 2012 - November 2012
Sun Life Financial December 2010 - May 2012
Sun Life Financial March 2005 - December 2010
Sun Life Financial December 1999 - October 2001
Skills
Fixed Annuities, Insurance, Series 63, Vendor Management, Series 6, Process Improvement, Mutual Funds, Risk Management, Portfolio Management, Business Analysis, Relationship Management, Financial Services, Team Leadership, Program Management, Project Management, Change Management, Business Requirements, Project Portfolio..., PMO, Requirements Gathering, Cross-functional Team..., IT Strategy, MS Project, Visio, CRM, Requirements Analysis
Education
Bryant University 1986 — 1990
BSBA, Management
Catholic Memorial H.S. 1982 — 1986
Leila Heckman's Sun Life Financial Experience January 2004 - September 2012
Job Managing Director at Lebenthal
Industry Financial Services
Experience
Lebenthal February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Sun Life Financial January 2004 - September 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management 2005 - 2008
Heckman Global Advisors November 2003 - April 2005
Citgroup Salomon Smith Barney November 1993 - October 2003
Skills
Alternative Investments, Hedge Funds, Series 7, Asset Allocation, Investment Advisory, Securities, Fixed Income, Investment Management, Capital Markets
Education
Brown University
Bachelor of Arts (BA), Mathematics
Cornell University
Master of Science (MS), Operations Research
NYU-Poly
PhD
Lebenthal February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Sun Life Financial January 2004 - September 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management 2005 - 2008
Heckman Global Advisors November 2003 - April 2005
Citgroup Salomon Smith Barney November 1993 - October 2003
Skills
Alternative Investments, Hedge Funds, Series 7, Asset Allocation, Investment Advisory, Securities, Fixed Income, Investment Management, Capital Markets
Education
Brown University
Bachelor of Arts (BA), Mathematics
Cornell University
Master of Science (MS), Operations Research
NYU-Poly
PhD
Orson Chin Cheong's Sun Life Financial Experience 1997 - 2004
Job Sr. Systems Administrator at Teranet Inc.
Industry Information Technology and Services
Experience
Teranet Inc. May 2005 - Present
Sun Life Financial 1997 - 2004
sun life 1995 - 2004
Durham College 1994 - 1995
Confederation Life 1989 - 1994
Skills
Disaster Recovery, ITIL, Security, IT Service Management, SDLC, Enterprise Architecture, Business Analysis, Unix, IT Strategy, IT Operations, Requirements Analysis
Education
Brock University 1983 — 1988
BA, Business/Economics
Teranet Inc. May 2005 - Present
Sun Life Financial 1997 - 2004
sun life 1995 - 2004
Durham College 1994 - 1995
Confederation Life 1989 - 1994
Skills
Disaster Recovery, ITIL, Security, IT Service Management, SDLC, Enterprise Architecture, Business Analysis, Unix, IT Strategy, IT Operations, Requirements Analysis
Education
Brock University 1983 — 1988
BA, Business/Economics
Elaine Cheung's Sun Life Financial Experience February 2010 - September 2010
Job Project Manager at TD Bank Group
Industry Wireless
Experience
TD Bank Group July 2012 - Present
Research In Motion October 2010 - July 2012
Sun Life Financial February 2010 - September 2010
Sun Life Financial April 2007 - February 2010
GO Transit August 2005 - April 2007
FedEx Trade Networks August 2004 - May 2005
Skills
Project Management, PMP, Project Portfolio..., PMO, Vendor Management, Outsourcing, Management, Leadership, Project Planning, Program Management, Change Management, Strategic Planning, Enterprise Software, Budgets, SDLC, Project Delivery, Business Analysis, Business Process..., MS Project, Integration, Resource Management, Analysis, Requirements Gathering, Business Process, IT Strategy, Agile Project Management
Education
Ryerson University 2006 — 2008
Certificate, Project Management
Brock University 1999 — 2004
Bachelor, Business Administration
Project Management Institute
CAPM, Project Management
TD Bank Group July 2012 - Present
Research In Motion October 2010 - July 2012
Sun Life Financial February 2010 - September 2010
Sun Life Financial April 2007 - February 2010
GO Transit August 2005 - April 2007
FedEx Trade Networks August 2004 - May 2005
Skills
Project Management, PMP, Project Portfolio..., PMO, Vendor Management, Outsourcing, Management, Leadership, Project Planning, Program Management, Change Management, Strategic Planning, Enterprise Software, Budgets, SDLC, Project Delivery, Business Analysis, Business Process..., MS Project, Integration, Resource Management, Analysis, Requirements Gathering, Business Process, IT Strategy, Agile Project Management
Education
Ryerson University 2006 — 2008
Certificate, Project Management
Brock University 1999 — 2004
Bachelor, Business Administration
Project Management Institute
CAPM, Project Management
Andre' Carter's Sun Life Financial Experience September 2008 - July 2013
Job Sales Executive at Prudential
Industry Insurance
Experience
Prudential Financial January 2015 - Present
Prudential Financial August 2013 - December 2014
Sun Life Financial September 2008 - July 2013
Aetna September 2005 - September 2008
CIGNA Group Insurance May 2002 - September 2005
Prudential Healthcare June 1993 - February 2001
Skills
Dental, Employee Benefits, Group Benefits, Disability Insurance, Accident, Health Insurance, Term Life Insurance, Brokers, Life Insurance, Insurance, Group Insurance, Medical Stop Loss..., Voluntary Employee..., Underwriting, Sales
Education
California State University-Northridge 1990 — 1995
Bachelor, Finance
Prudential Financial January 2015 - Present
Prudential Financial August 2013 - December 2014
Sun Life Financial September 2008 - July 2013
Aetna September 2005 - September 2008
CIGNA Group Insurance May 2002 - September 2005
Prudential Healthcare June 1993 - February 2001
Skills
Dental, Employee Benefits, Group Benefits, Disability Insurance, Accident, Health Insurance, Term Life Insurance, Brokers, Life Insurance, Insurance, Group Insurance, Medical Stop Loss..., Voluntary Employee..., Underwriting, Sales
Education
California State University-Northridge 1990 — 1995
Bachelor, Finance
george maden's Sun Life Financial Experience January 2004 - Present
Job vp and cco at sun life financial
Industry Financial Services
Experience
sun life financial January 2004 - Present
Education
Brown University
A.B., History
sun life financial January 2004 - Present
Education
Brown University
A.B., History
Greg Pelletier, CFP®, CLU, CHFC's Sun Life Financial Experience April 2006 - May 2007
Job Insurance Territory Manager at LPL Financial
Industry Insurance
Experience
LPL Financial May 2007 - Present
Sun Life Financial April 2006 - May 2007
Ameriprise Financial Advisors June 2003 - May 2006
Putnam Investments September 1998 - August 2003
Skills
Series 7, Long-term Care, Estate Planning, Insurance, High Net Worth..., Certified Financial..., 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Life Insurance, Mutual Funds, Investments, Retirement, Retirement Planning, Securities, Strategic Financial..., Series 63, Series 6, Wealth Management
Education
Bryn Mawr College 2003 — 2010
CFP (R), CLU, ChFC, Finance
Stonehill College 2001 — 2003
BS, Management
Dean College 1998 — 2001
Associates, Management
LPL Financial May 2007 - Present
Sun Life Financial April 2006 - May 2007
Ameriprise Financial Advisors June 2003 - May 2006
Putnam Investments September 1998 - August 2003
Skills
Series 7, Long-term Care, Estate Planning, Insurance, High Net Worth..., Certified Financial..., 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Life Insurance, Mutual Funds, Investments, Retirement, Retirement Planning, Securities, Strategic Financial..., Series 63, Series 6, Wealth Management
Education
Bryn Mawr College 2003 — 2010
CFP (R), CLU, ChFC, Finance
Stonehill College 2001 — 2003
BS, Management
Dean College 1998 — 2001
Associates, Management
Alex Popovic BSc. LL.B. LL.M.'s Sun Life Financial Experience October 2012 - May 2015
Job AVP Enterprise Investigations at Sun Life Financial
Industry Financial Services
Experience
Semi-retired May 2015 - Present
Sun Life Financial October 2012 - May 2015
Sun Life Financial October 2010 - December 2012
IIROC (Investment Industry Regulatory Organization of Canada) July 2001 - April 2009
TriOS College 2005 - 2005
Royal Canadian Mounted Police August 1973 - January 2002
O'Connor McLeod 1991 - 1992
Skills
Risk, Investigation, Enforcement, Fraud, AML, Risk Management, Policy, Fraud Investigations, Investigations, Risk Assessment, Insurance, Due Diligence, Privacy, Protection, Analysis, Contract Negotiation, Problem Solving, Strategic Planning, Auditing, Governance, Public Speaking, Negotiation, Change Management, Process Improvement, Litigation, Investments, Background Checks, Team Building, Business Strategy, Internal Controls, Research, Team Leadership, Criminal Law, Surveillance, Mortgage, Coaching, Security, Ethics, Fraud Prevention, Securities, Mentoring, Claims, Operations Management, Corporate Governance, Compliance, Enterprise Risk..., Compliance Audits, KYC, Compliance Management, Risk Mitigation
Education
Harvard University Kennedy School of Government 2003 — 2003
Strategic Management of Regulatory and Enforcement Agencies
Canadian Forces Staff College 2001 — 2001
Emergency Planning
York University - Osgoode Hall Law School 1998 — 1999
LL.M., Securities Law
Canadian Police College 1982 — 1992
Advanced Certificate in Police Sciences, Police Sciences
York University - Osgoode Hall Law School 1988 — 1991
LL.B, Law
Memorial University of Newfoundland 1979 — 1982
Masters Psychology, Incompleted due to transfer to Ontario
Canadian Police College 1977 — 1982
Certificate in Police Sciences, Police Sciences
Brock University 1970 — 1973
BSc., Biology/Chemistry
Semi-retired May 2015 - Present
Sun Life Financial October 2012 - May 2015
Sun Life Financial October 2010 - December 2012
IIROC (Investment Industry Regulatory Organization of Canada) July 2001 - April 2009
TriOS College 2005 - 2005
Royal Canadian Mounted Police August 1973 - January 2002
O'Connor McLeod 1991 - 1992
Skills
Risk, Investigation, Enforcement, Fraud, AML, Risk Management, Policy, Fraud Investigations, Investigations, Risk Assessment, Insurance, Due Diligence, Privacy, Protection, Analysis, Contract Negotiation, Problem Solving, Strategic Planning, Auditing, Governance, Public Speaking, Negotiation, Change Management, Process Improvement, Litigation, Investments, Background Checks, Team Building, Business Strategy, Internal Controls, Research, Team Leadership, Criminal Law, Surveillance, Mortgage, Coaching, Security, Ethics, Fraud Prevention, Securities, Mentoring, Claims, Operations Management, Corporate Governance, Compliance, Enterprise Risk..., Compliance Audits, KYC, Compliance Management, Risk Mitigation
Education
Harvard University Kennedy School of Government 2003 — 2003
Strategic Management of Regulatory and Enforcement Agencies
Canadian Forces Staff College 2001 — 2001
Emergency Planning
York University - Osgoode Hall Law School 1998 — 1999
LL.M., Securities Law
Canadian Police College 1982 — 1992
Advanced Certificate in Police Sciences, Police Sciences
York University - Osgoode Hall Law School 1988 — 1991
LL.B, Law
Memorial University of Newfoundland 1979 — 1982
Masters Psychology, Incompleted due to transfer to Ontario
Canadian Police College 1977 — 1982
Certificate in Police Sciences, Police Sciences
Brock University 1970 — 1973
BSc., Biology/Chemistry
Brett White's Sun Life Financial Experience 1998 - 2004
Job Regional Director of Sales at Stop Loss Insurance Services
Industry Insurance
Experience
Stop Loss Insurance Services June 2008 - Present
AmWINS Group 2008 - Present
The Hartford 2004 - 2007
Sun Life Financial 1998 - 2004
Skills
Health Insurance, Insurance, Underwriting, Brokers, Employee Benefits, Disability Insurance, Life Insurance, Medicare, Customer Service, Health Savings Accounts, Managed Care, Account Management, Sales Management, Property & Casualty..., Self-funded, Marketing, Sales, Stop Loss
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
Bachelor of Arts (BA), Speech and Business
Stop Loss Insurance Services June 2008 - Present
AmWINS Group 2008 - Present
The Hartford 2004 - 2007
Sun Life Financial 1998 - 2004
Skills
Health Insurance, Insurance, Underwriting, Brokers, Employee Benefits, Disability Insurance, Life Insurance, Medicare, Customer Service, Health Savings Accounts, Managed Care, Account Management, Sales Management, Property & Casualty..., Self-funded, Marketing, Sales, Stop Loss
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
Bachelor of Arts (BA), Speech and Business
Greg Cento, PMP's Sun Life Financial Experience June 2015 - Present
Job IT Program Director at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2015 - Present
Sun Life Financial October 2014 - May 2015
Sun Life Financial July 2012 - September 2014
Agfa Healthcare September 2003 - May 2012
The PEER Group November 2000 - September 2003
Focus Automation Systems October 1995 - October 2000
Skills
E-Learning, Project Management, Agile Methodologies, Software Development, Technical Writing, Business Analysis, Team Leadership, Instructional Design, Process Improvement, Requirements Analysis, Change Management, Quality Assurance, Strategic Planning, Business Process..., Visio, Knowledge Management, SDLC, Software Documentation, MS Project, Testing, Scrum, Leadership, PMP, Program Management, Enterprise Architecture, Product Management, Project Portfolio..., Requirements Gathering, Integration, Agile Project Management, Cross-functional Team...
Education
Brock University 2010 — 2012
B.Ed., Adult Education
University of Waterloo 1993 — 1994
MA, Language and Professional Writing
University of Waterloo 1989 — 2003
BES, Environment and Resource Studies
Sun Life Financial June 2015 - Present
Sun Life Financial October 2014 - May 2015
Sun Life Financial July 2012 - September 2014
Agfa Healthcare September 2003 - May 2012
The PEER Group November 2000 - September 2003
Focus Automation Systems October 1995 - October 2000
Skills
E-Learning, Project Management, Agile Methodologies, Software Development, Technical Writing, Business Analysis, Team Leadership, Instructional Design, Process Improvement, Requirements Analysis, Change Management, Quality Assurance, Strategic Planning, Business Process..., Visio, Knowledge Management, SDLC, Software Documentation, MS Project, Testing, Scrum, Leadership, PMP, Program Management, Enterprise Architecture, Product Management, Project Portfolio..., Requirements Gathering, Integration, Agile Project Management, Cross-functional Team...
Education
Brock University 2010 — 2012
B.Ed., Adult Education
University of Waterloo 1993 — 1994
MA, Language and Professional Writing
University of Waterloo 1989 — 2003
BES, Environment and Resource Studies
Todd Ramos's Sun Life Financial Experience May 2001 - June 2006
Job Principal at Thomas Ramos Farms, Inc.
Industry Farming
Experience
California Walnut Commission January 2012 - Present
Walnut Bargaining Association May 2010 - Present
Thomas Ramos Farms, Inc. July 2006 - Present
Ramos Farms July 2005 - Present
Sun Life Financial May 2001 - June 2006
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Bachelor of Science (B.S.), Agricultural Business with a concentration in Marketing, minor in Wine and Viticulture
California Walnut Commission January 2012 - Present
Walnut Bargaining Association May 2010 - Present
Thomas Ramos Farms, Inc. July 2006 - Present
Ramos Farms July 2005 - Present
Sun Life Financial May 2001 - June 2006
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Bachelor of Science (B.S.), Agricultural Business with a concentration in Marketing, minor in Wine and Viticulture
Cayley Roy's Sun Life Financial Experience November 2011 - Present
Job Resource Team Leader at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2011 - Present
Sun Life Financial July 2010 - November 2011
Sun Life Financial December 2008 - July 2010
Skills
Call Centers, Insurance, Mutual Funds, Management, Leadership, Customer Service, Team Leadership, Coaching, Training, Information Technology, Change Management, Curriculum Design, Corporate Events, Events Coordination, Customer Satisfaction, Process Improvement, Customer Experience, Vendor Management, Customer Retention
Education
Brock University 2012 — 2016
Bachelor of Adult Education, Adult and Continuing Education and Teaching
Wilfrid Laurier University 2002 — 2006
Bachelor of Arts, Communications
Sun Life Financial November 2011 - Present
Sun Life Financial July 2010 - November 2011
Sun Life Financial December 2008 - July 2010
Skills
Call Centers, Insurance, Mutual Funds, Management, Leadership, Customer Service, Team Leadership, Coaching, Training, Information Technology, Change Management, Curriculum Design, Corporate Events, Events Coordination, Customer Satisfaction, Process Improvement, Customer Experience, Vendor Management, Customer Retention
Education
Brock University 2012 — 2016
Bachelor of Adult Education, Adult and Continuing Education and Teaching
Wilfrid Laurier University 2002 — 2006
Bachelor of Arts, Communications
Corey Oppenheimer's Sun Life Financial Experience June 2008 - March 2010
Job Continuous improvement specialist, looking to solve supply chain challenges.
Industry Insurance
Experience
Aetna April 2014 - Present
Aetna March 2011 - April 2014
Konica Minolta Business Solutions U.S.A., Inc. July 2010 - March 2011
Sun Life Financial June 2008 - March 2010
Guaranteed Green Landscaping May 2005 - June 2007
Skills
Insurance, Customer Service, Underwriting, Analysis, Microsoft Office, Leadership, Microsoft Excel, Risk, Excel, Word, Access, PowerPoint, Outlook, Windows, Business Strategy, Business Analysis, Management, Financial Analysis, Training, Finance, Microsoft SQL Server, SQL, Continuous Improvement, Supply Chain, Lean Thinking, Lean Operations, Project Management, Process Improvement, New Business Development, Risk Assessment, Risk Management
Education
Quinnipiac University - School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate, Supply Chain Management
Bryant University 2004 — 2008
Bachelor of Science; Bachelors of Science, Business Administration; Management; Business, Marketing, Computer Information Systems
Aetna April 2014 - Present
Aetna March 2011 - April 2014
Konica Minolta Business Solutions U.S.A., Inc. July 2010 - March 2011
Sun Life Financial June 2008 - March 2010
Guaranteed Green Landscaping May 2005 - June 2007
Skills
Insurance, Customer Service, Underwriting, Analysis, Microsoft Office, Leadership, Microsoft Excel, Risk, Excel, Word, Access, PowerPoint, Outlook, Windows, Business Strategy, Business Analysis, Management, Financial Analysis, Training, Finance, Microsoft SQL Server, SQL, Continuous Improvement, Supply Chain, Lean Thinking, Lean Operations, Project Management, Process Improvement, New Business Development, Risk Assessment, Risk Management
Education
Quinnipiac University - School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate, Supply Chain Management
Bryant University 2004 — 2008
Bachelor of Science; Bachelors of Science, Business Administration; Management; Business, Marketing, Computer Information Systems
Bryan Oppenheimer's Sun Life Financial Experience Senior Risk ManagerSun Life Financial1994 - Present
Job Financial Risk Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Senior Risk ManagerSun Life Financial1994 - Present
Education
Bryant University 1976 — 1980
BS in BA, Marketing
Sun Life Financial Senior Risk ManagerSun Life Financial1994 - Present
Education
Bryant University 1976 — 1980
BS in BA, Marketing
James Keep, PMP's Sun Life Financial Experience 2004 - 2005
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Overseas Express Consolidators (Canada) Inc. 2007 - 2009
IT Contractor 2005 - 2007
Sun Life Financial 2004 - 2005
AMD Group 2003 - 2004
Schluter Systems (Canada) Inc. 1992 - 2000
Schlüter-Systems 1992 - 1998
Prestige Telecommunications Ltd. 1988 - 1992
Skills
MS Project, Access, Visio, Excel, Great Plains, Primavera, Quickbooks, Great Plains Software, Pervasive, Crystal Reports, SQL Server, Customer Relations, Business Intelligence, SharePoint, Business Analysis, Requirements Analysis, SQL, ERP, Problem Solving, Windows, Microsoft Office, Documentation, Troubleshooting, Databases, Analysis, Budgeting, Data Analysis, Software Implementation, Outlook, Word, Agile, PowerPoint, Process Improvement, Business Process, XML, VBA
Education
Project Management Institute (PMI) 2005 — 2005
Certification, Project Management Professional (PMP)
Brock University 1985 — 1988
Bachelor, Administration & Economics
Overseas Express Consolidators (Canada) Inc. 2007 - 2009
IT Contractor 2005 - 2007
Sun Life Financial 2004 - 2005
AMD Group 2003 - 2004
Schluter Systems (Canada) Inc. 1992 - 2000
Schlüter-Systems 1992 - 1998
Prestige Telecommunications Ltd. 1988 - 1992
Skills
MS Project, Access, Visio, Excel, Great Plains, Primavera, Quickbooks, Great Plains Software, Pervasive, Crystal Reports, SQL Server, Customer Relations, Business Intelligence, SharePoint, Business Analysis, Requirements Analysis, SQL, ERP, Problem Solving, Windows, Microsoft Office, Documentation, Troubleshooting, Databases, Analysis, Budgeting, Data Analysis, Software Implementation, Outlook, Word, Agile, PowerPoint, Process Improvement, Business Process, XML, VBA
Education
Project Management Institute (PMI) 2005 — 2005
Certification, Project Management Professional (PMP)
Brock University 1985 — 1988
Bachelor, Administration & Economics
Adam Rouman's Sun Life Financial Experience July 2009 - July 2010
Job Associate Product Manager at Rocket Lawyer
Industry Marketing and Advertising
Experience
Rocket Lawyer October 2014 - Present
SlidePay November 2013 - September 2014
SlidePay May 2012 - November 2013
UserZoom January 2011 - December 2011
Coupons Inc. September 2010 - December 2010
Sun Life Financial July 2009 - July 2010
Alpha Epsilon Pi December 2006 - June 2009
Greek Ape Clothing Co. October 2007 - March 2009
Cal Poly Athletics September 2007 - May 2008
Best Buy May 2005 - September 2007
Skills
SPIN Selling, Social Media Marketing, Sales, Social Media, Inbound Lead Generation, Mobile Payments, Wordpress, Situational Sales..., Merchant Card Processing, Enterprise Solution..., Enterprise Technology..., Online Lead Generation
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business Administration, Marketing, Psychology
Rocket Lawyer October 2014 - Present
SlidePay November 2013 - September 2014
SlidePay May 2012 - November 2013
UserZoom January 2011 - December 2011
Coupons Inc. September 2010 - December 2010
Sun Life Financial July 2009 - July 2010
Alpha Epsilon Pi December 2006 - June 2009
Greek Ape Clothing Co. October 2007 - March 2009
Cal Poly Athletics September 2007 - May 2008
Best Buy May 2005 - September 2007
Skills
SPIN Selling, Social Media Marketing, Sales, Social Media, Inbound Lead Generation, Mobile Payments, Wordpress, Situational Sales..., Merchant Card Processing, Enterprise Solution..., Enterprise Technology..., Online Lead Generation
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business Administration, Marketing, Psychology
Jeff Singer's Sun Life Financial Experience 2004 - 2005
Job Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
First American Insurance Underwriters December 2013 - July 2014
TIAA-CREF 2007 - 2013
Natixis Global Asset Management 2005 - 2007
Sun Life Financial 2004 - 2005
The Hanover Insurance Group 1999 - 2003
Great American Insurance 1992 - 1998
Skills
Series 7, Series 65, Life Insurance, Retirement, Series 6, Annuity Sales, Estate Planning, Sales, Variable Annuities, Term Life Insurance, FINRA, Long-term Care, Investment Strategies, Wealth, Coaching, ETFs, Disability Insurance, Marketing Strategy, Siebel, Salesforce.com, Seminars
Education
Clark University 2002 — 2006
Master of Business Administration (MBA)
Bryant University 1988 — 1992
Bachelor's Degree, Marketing
Needham HS
TIAA-CREF July 2014 - Present
First American Insurance Underwriters December 2013 - July 2014
TIAA-CREF 2007 - 2013
Natixis Global Asset Management 2005 - 2007
Sun Life Financial 2004 - 2005
The Hanover Insurance Group 1999 - 2003
Great American Insurance 1992 - 1998
Skills
Series 7, Series 65, Life Insurance, Retirement, Series 6, Annuity Sales, Estate Planning, Sales, Variable Annuities, Term Life Insurance, FINRA, Long-term Care, Investment Strategies, Wealth, Coaching, ETFs, Disability Insurance, Marketing Strategy, Siebel, Salesforce.com, Seminars
Education
Clark University 2002 — 2006
Master of Business Administration (MBA)
Bryant University 1988 — 1992
Bachelor's Degree, Marketing
Needham HS
Brian Heinselman's Sun Life Financial Experience July 2011 - Present
Job Manager, Transfer Pricing at Iron Mountain
Industry Information Services
Experience
Sun Life Financial July 2011 - Present
Education
Bryant University 2009 — 2012
Master's degree, Taxation, 3.81
University of Rhode Island 1998 — 2001
BA, Finance
Sun Life Financial July 2011 - Present
Education
Bryant University 2009 — 2012
Master's degree, Taxation, 3.81
University of Rhode Island 1998 — 2001
BA, Finance
Keith Allard's Sun Life Financial Experience June 2007 - Present
Job Associate Director, Actuarial at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2007 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, Investments, Health Insurance, Process Improvement, Management
Education
Bryant University 1984 — 1988
Bachelor of Science in Business Administration, Actuarial Science
Sun Life Financial June 2007 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, Investments, Health Insurance, Process Improvement, Management
Education
Bryant University 1984 — 1988
Bachelor of Science in Business Administration, Actuarial Science
Eric M. Elg's Sun Life Financial Experience 2004 - 2007
Job Fixed Income Portfolio Manager at Calvert Investments
Industry Financial Services
Experience
Calvert Investments August 2007 - May 2015
Sun Life Financial 2004 - 2007
Fidelity National Financial 2002 - 2004
Advisors Capital Management 1999 - 2002
Catalytic Solutions, Inc. (now part of CDTi) 1996 - 1997
Skills
Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Investments, Asset Management, Asset Allocation, Investment Strategies, Securities, Alternative Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Physics
Pepperdine University
Master of Business Administration (MBA), Finance, Investments
Calvert Investments August 2007 - May 2015
Sun Life Financial 2004 - 2007
Fidelity National Financial 2002 - 2004
Advisors Capital Management 1999 - 2002
Catalytic Solutions, Inc. (now part of CDTi) 1996 - 1997
Skills
Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Investments, Asset Management, Asset Allocation, Investment Strategies, Securities, Alternative Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Physics
Pepperdine University
Master of Business Administration (MBA), Finance, Investments
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.