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
Dennis Kondratev Dennis Kondratev's Sun Life Financial Experience January 2015 - Present
Job Para Planner Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial September 2013 - January 2015
Maxxam Analytics April 2011 - April 2013
Maxxam Analytics April 2010 - April 2011
Cantest April 2009 - April 2010
Cantest October 2008 - March 2009
ALS Environmental May 2005 - April 2007
ALS Environmental June 2004 - May 2005
ALS Environmental October 2003 - May 2004
Kinetek Pharmaceuticals Inc. May 2002 - December 2002
Skills
Analytical Chemistry, Lifesciences, Biotechnology, GMP, Pharmaceutical Industry, Organic Chemistry, Commercialization, Regulatory Affairs, CRO, Technology Transfer, Soil, FDA, Laboratory, Science, Sop, R&D, Life Sciences, Strategic Planning, Project Management, Management, Business Development
Education
Queen's University 2007 — 2008
M.B.A., Consulting and Project Management
Simon Fraser University 2000 — 2003
Bachelor, Chemistry
Capilano University 1997 — 2000
Associate of Science, Chemistry
Sun Life Financial January 2015 - Present
Sun Life Financial September 2013 - January 2015
Maxxam Analytics April 2011 - April 2013
Maxxam Analytics April 2010 - April 2011
Cantest April 2009 - April 2010
Cantest October 2008 - March 2009
ALS Environmental May 2005 - April 2007
ALS Environmental June 2004 - May 2005
ALS Environmental October 2003 - May 2004
Kinetek Pharmaceuticals Inc. May 2002 - December 2002
Skills
Analytical Chemistry, Lifesciences, Biotechnology, GMP, Pharmaceutical Industry, Organic Chemistry, Commercialization, Regulatory Affairs, CRO, Technology Transfer, Soil, FDA, Laboratory, Science, Sop, R&D, Life Sciences, Strategic Planning, Project Management, Management, Business Development
Education
Queen's University 2007 — 2008
M.B.A., Consulting and Project Management
Simon Fraser University 2000 — 2003
Bachelor, Chemistry
Capilano University 1997 — 2000
Associate of Science, Chemistry
Kelly Kan Kelly Kan's Sun Life Financial Experience May 2013 - August 2013
Job Summer Student at Larco Investments Ltd.
Industry Commercial Real Estate
Experience
Larco Investments Ltd. May 2014 - Present
Sauder Summit Global Case Competition March 2014 - Present
Sauder Summit Global Case Competition November 2013 - Present
Sun Life Financial May 2013 - August 2013
Sauder Summit Global Case Competition January 2013 - March 2013
Sun Life Financial July 2012 - August 2012
Wijesundera & Associates Law Firm June 2011 - August 2011
Dr. Edward Lam & Associates June 2011 - July 2011
Lexiwave Technology July 2008 - August 2008
Education
The University of British Columbia 2014 — 2017
Doctor of Law (J.D.)
Cass Business School 2013 — 2014
Exchange, International Finance
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Minor in Law and Society, Finance, General
University of Toronto Schools 2004 — 2010
OSSD, UTS Diploma, Ontario Scholar
Larco Investments Ltd. May 2014 - Present
Sauder Summit Global Case Competition March 2014 - Present
Sauder Summit Global Case Competition November 2013 - Present
Sun Life Financial May 2013 - August 2013
Sauder Summit Global Case Competition January 2013 - March 2013
Sun Life Financial July 2012 - August 2012
Wijesundera & Associates Law Firm June 2011 - August 2011
Dr. Edward Lam & Associates June 2011 - July 2011
Lexiwave Technology July 2008 - August 2008
Education
The University of British Columbia 2014 — 2017
Doctor of Law (J.D.)
Cass Business School 2013 — 2014
Exchange, International Finance
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Minor in Law and Society, Finance, General
University of Toronto Schools 2004 — 2010
OSSD, UTS Diploma, Ontario Scholar
Tarek Elghawaby Tarek Elghawaby's Sun Life Financial Experience June 2007 - July 2009
Job Field Application Engineer at Telepin Software
Industry Telecommunications
Experience
Telepin Software June 2010 - Present
Sun Life Financial June 2007 - July 2009
Skills
Telecommunications, Solaris, Unix, Software Development, Integration, Linux, Mobile Devices, Networking, SQL, Project Management
Education
Carleton University 2004 — 2009
Bachelor of Engineering, Mechanical
Telepin Software June 2010 - Present
Sun Life Financial June 2007 - July 2009
Skills
Telecommunications, Solaris, Unix, Software Development, Integration, Linux, Mobile Devices, Networking, SQL, Project Management
Education
Carleton University 2004 — 2009
Bachelor of Engineering, Mechanical
Sarah Bradshaw Sarah Bradshaw's Sun Life Financial Experience August 2015 - Present
Job
Industry Insurance
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial April 2014 - August 2015
Sun Life Financial October 2011 - March 2014
Sun Life Financial of Canada January 2011 - October 2011
Sun Life Financial March 2007 - December 2010
Sun Life Financial January 2006 - February 2007
Clarica (now Sun Life Financial) 1998 - 2002
Government of Ontario 1994 - 1996
Government of Ontario 1990 - 1992
Skills
Insurance, Operations Management, Change Management, Management, Marketing, Leadership, Business Analysis, Team Leadership, New Business Development
Education
Carleton University 1988 — 1990
M.A.
Dalhousie University 1985 — 1986
M.A.
McGill University 1980 — 1984
B.A.
University of Toronto Schools 1974 — 1980
High School diploma
Sun Life Financial August 2015 - Present
Sun Life Financial April 2014 - August 2015
Sun Life Financial October 2011 - March 2014
Sun Life Financial of Canada January 2011 - October 2011
Sun Life Financial March 2007 - December 2010
Sun Life Financial January 2006 - February 2007
Clarica (now Sun Life Financial) 1998 - 2002
Government of Ontario 1994 - 1996
Government of Ontario 1990 - 1992
Skills
Insurance, Operations Management, Change Management, Management, Marketing, Leadership, Business Analysis, Team Leadership, New Business Development
Education
Carleton University 1988 — 1990
M.A.
Dalhousie University 1985 — 1986
M.A.
McGill University 1980 — 1984
B.A.
University of Toronto Schools 1974 — 1980
High School diploma
Jason M. Larose BaH, GBA Jason M. Larose BaH, GBA's Sun Life Financial Experience March 2013 - Present
Job Service Representative in Business Development, at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2013 - Present
Equitable Life July 2011 - November 2012
Epson America Inc. August 2011 - July 2012
Future Shop August 2005 - July 2011
Astral Media Inc. August 2010 - October 2010
Canadian Forces June 2000 - January 2003
Skills
Insurance, Employee Benefits, Sales, Retirement Planning, Management, Disability Insurance, Critical Illness, Long-term Care, Business Development, Marketing, Analysis, Human Resources, System Administration, New Business Development, Health Insurance, Business Planning, Customer Satisfaction, Term Life Insurance, Life Insurance, Claim, Benefits Administration, Fixed Annuities, Operational Efficiency, Solution Development, Contractual Agreements, Renewals, Customer Service..., Technology Integration, Risk Assessment, Financial Risk, Marketing Communications, Sales Operations, Sales Process, Benefit Plan..., Confidence Building, Building Relationships, Process Improvement, National Accounts, Terminations, Living Benefits, CEBS, Complex Plan Structure, Data Management, Interpretation Of Data, Positive Enrolment, National Project..., Business Continuity, Legal Compliance
Education
Dalhousie University 2011 — 2014
GBA Designation Graduate, Group Benefits Associate Designation
LOMA Foundation 2011 — 2012
FLMI, LOMA 281
Carleton University 2007 — 2011
BaH, Criminology: Law Concentration, B+
Algonquin College, School of Business 2008 — 2010
Law Clerk, Legal Field, B Average
Sun Life Financial March 2013 - Present
Equitable Life July 2011 - November 2012
Epson America Inc. August 2011 - July 2012
Future Shop August 2005 - July 2011
Astral Media Inc. August 2010 - October 2010
Canadian Forces June 2000 - January 2003
Skills
Insurance, Employee Benefits, Sales, Retirement Planning, Management, Disability Insurance, Critical Illness, Long-term Care, Business Development, Marketing, Analysis, Human Resources, System Administration, New Business Development, Health Insurance, Business Planning, Customer Satisfaction, Term Life Insurance, Life Insurance, Claim, Benefits Administration, Fixed Annuities, Operational Efficiency, Solution Development, Contractual Agreements, Renewals, Customer Service..., Technology Integration, Risk Assessment, Financial Risk, Marketing Communications, Sales Operations, Sales Process, Benefit Plan..., Confidence Building, Building Relationships, Process Improvement, National Accounts, Terminations, Living Benefits, CEBS, Complex Plan Structure, Data Management, Interpretation Of Data, Positive Enrolment, National Project..., Business Continuity, Legal Compliance
Education
Dalhousie University 2011 — 2014
GBA Designation Graduate, Group Benefits Associate Designation
LOMA Foundation 2011 — 2012
FLMI, LOMA 281
Carleton University 2007 — 2011
BaH, Criminology: Law Concentration, B+
Algonquin College, School of Business 2008 — 2010
Law Clerk, Legal Field, B Average
Mark Somerville Mark Somerville's Sun Life Financial Experience May 2014 - Present
Job Manager, Group Disability, B.C. Region at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2014 - Present
Sun Life Financial April 2013 - May 2014
Aon Hewitt February 2012 - April 2013
Morneau Shepell March 2011 - February 2012
Sun Life Financial April 2004 - March 2011
Sun Life Financial April 2003 - April 2004
Bank of Canada September 1999 - January 2001
Skills
Disability Management, Benefits Administration, Workers Compensation, Employee Benefits, Insurance, Process Consulting, HR Consulting, Policy, Claim, Claims Management, Health Insurance, Case Management, Long-term Care, Training, Life Insurance, Coaching, Disability Insurance, Customer Service, Management, Leadership, Performance Management, Risk Management
Education
Carleton University
Bachelor of Arts, Psychology
University of Ottawa / Université d'Ottawa
Sun Life Financial May 2014 - Present
Sun Life Financial April 2013 - May 2014
Aon Hewitt February 2012 - April 2013
Morneau Shepell March 2011 - February 2012
Sun Life Financial April 2004 - March 2011
Sun Life Financial April 2003 - April 2004
Bank of Canada September 1999 - January 2001
Skills
Disability Management, Benefits Administration, Workers Compensation, Employee Benefits, Insurance, Process Consulting, HR Consulting, Policy, Claim, Claims Management, Health Insurance, Case Management, Long-term Care, Training, Life Insurance, Coaching, Disability Insurance, Customer Service, Management, Leadership, Performance Management, Risk Management
Education
Carleton University
Bachelor of Arts, Psychology
University of Ottawa / Université d'Ottawa
Claire Xiao Claire Xiao's Sun Life Financial Experience April 2015 - Present
Job Financial Consultant at Sun Life Financial
Industry Accounting
Experience
Sun Life Financial April 2015 - Present
Investors Group August 2014 - April 2015
Prosperity Accounting Firm November 2011 - August 2014
Tax Clinic April 2011 - April 2011
a college January 2010 - May 2010
John Abbott College January 2008 - May 2008
Skills
Microsoft Word, Excel,..., Teamwork skills, Proficient in English,..., Accounting, Time Management, Financial Accounting, Microsoft Excel, QuickBooks, Access, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Analysis, Finance
Education
Concordia University 2009 — 2012
Bachelor of Commerce, Major in Accountancy
John Abbott College
Social Science Commerce
Sun Life Financial April 2015 - Present
Investors Group August 2014 - April 2015
Prosperity Accounting Firm November 2011 - August 2014
Tax Clinic April 2011 - April 2011
a college January 2010 - May 2010
John Abbott College January 2008 - May 2008
Skills
Microsoft Word, Excel,..., Teamwork skills, Proficient in English,..., Accounting, Time Management, Financial Accounting, Microsoft Excel, QuickBooks, Access, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Analysis, Finance
Education
Concordia University 2009 — 2012
Bachelor of Commerce, Major in Accountancy
John Abbott College
Social Science Commerce
Rachael Boyko Rachael Boyko's Sun Life Financial Experience 2002 - 2003
Job Health Screener/Cholestec technician at Summit Health, Inc.
Industry Health, Wellness and Fitness
Experience
Summit Health, Inc. 2013 - Present
Oracle 2008 - Present
CIGNA 2010 - 2013
HealthFitness Corp August 2010 - September 2011
Children's Hospital Colorado 2009 - 2010
Strategic Hotels & Resorts 2006 - 2007
University of Notre Dame August 2005 - May 2006
Health Systems Group November 2004 - July 2005
Sun Life Financial 2002 - 2003
Skills
Efficient, Organized, Health Coaching skills, Wellness, Fitness, Healthcare, Analysis, Healthcare Information..., Editing, Health Education, Data Analysis, Personal Training, Program Evaluation, Event Planning, Customer Service, Nutritional Counseling
Education
Carnegie Mellon University 2007 — 2008
Masters, Healthcare Policy & Management
Slippery Rock University of Pennsylvania 1997 — 2001
Bachelors, Exercise Science
Summit Health, Inc. 2013 - Present
Oracle 2008 - Present
CIGNA 2010 - 2013
HealthFitness Corp August 2010 - September 2011
Children's Hospital Colorado 2009 - 2010
Strategic Hotels & Resorts 2006 - 2007
University of Notre Dame August 2005 - May 2006
Health Systems Group November 2004 - July 2005
Sun Life Financial 2002 - 2003
Skills
Efficient, Organized, Health Coaching skills, Wellness, Fitness, Healthcare, Analysis, Healthcare Information..., Editing, Health Education, Data Analysis, Personal Training, Program Evaluation, Event Planning, Customer Service, Nutritional Counseling
Education
Carnegie Mellon University 2007 — 2008
Masters, Healthcare Policy & Management
Slippery Rock University of Pennsylvania 1997 — 2001
Bachelors, Exercise Science
Chelsea Pellegrino Chelsea Pellegrino's Sun Life Financial Experience May 2009 - August 2011
Job Law Clerk at Superior Court of Quebec
Industry Law Practice
Experience
Superior Court of Quebec August 2015 - Present
Stikeman Elliott LLP May 2015 - Present
McGill University, Centre of Genomic and Policy (Faculty of Medicine) June 2014 - September 2014
Sun Life Financial May 2009 - August 2011
SIGMA Marketing Insights May 2008 - September 2008
Miss Sixty Canada May 2007 - August 2007
Skills
Claim, Insurance, Legal Research, Marketing, Microsoft Office, Teamwork, PowerPoint, Leadership, Time Management, Research, Public Speaking, Customer Service
Education
Université de Montréal 2013 — 2016
Bachelor of Laws (LL.B.), Law
China University of Political Science and Law 2014 — 2014
International and Chinese Law Certificate, International Law and Legal Studies
Concordia University 2011 — 2013
Bachelor of Commerce (B.Com.), Accountancy
CEGEP - John Abbott College 2008 — 2011
Diplôme d'études collégiales (DEC), Commerce
Collège Sainte-Anne
Superior Court of Quebec August 2015 - Present
Stikeman Elliott LLP May 2015 - Present
McGill University, Centre of Genomic and Policy (Faculty of Medicine) June 2014 - September 2014
Sun Life Financial May 2009 - August 2011
SIGMA Marketing Insights May 2008 - September 2008
Miss Sixty Canada May 2007 - August 2007
Skills
Claim, Insurance, Legal Research, Marketing, Microsoft Office, Teamwork, PowerPoint, Leadership, Time Management, Research, Public Speaking, Customer Service
Education
Université de Montréal 2013 — 2016
Bachelor of Laws (LL.B.), Law
China University of Political Science and Law 2014 — 2014
International and Chinese Law Certificate, International Law and Legal Studies
Concordia University 2011 — 2013
Bachelor of Commerce (B.Com.), Accountancy
CEGEP - John Abbott College 2008 — 2011
Diplôme d'études collégiales (DEC), Commerce
Collège Sainte-Anne
Cynthia Currie Cynthia Currie's Sun Life Financial Experience November 2012 - Present
Job VP HR, Corporate and Enterprise Services, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2012 - Present
Bermuda Monetary Authority September 2007 - September 2011
Ernst & Young April 2004 - June 2007
Fidelity Investments August 2001 - October 2003
Independent Order of Foresters January 2000 - August 2001
CIBC June 1998 - January 2000
National Trust May 1996 - May 1998
Towers Watson June 1990 - May 1996
Skills
Performance Management, Talent Management, Change Management, Employee Engagement, Succession Planning, Coaching, Executive Coaching, Human Resources, Organizational Design, Onboarding, Strategic Planning, HR Transformation, HR Policies, Talent Acquisition, Strategy, Management Development, Leadership, Career Development, Personnel Management, Employer Branding, Employee Benefits, HRIS, Recruiting
Education
Carleton University 1981 — 1984
Sun Life Financial November 2012 - Present
Bermuda Monetary Authority September 2007 - September 2011
Ernst & Young April 2004 - June 2007
Fidelity Investments August 2001 - October 2003
Independent Order of Foresters January 2000 - August 2001
CIBC June 1998 - January 2000
National Trust May 1996 - May 1998
Towers Watson June 1990 - May 1996
Skills
Performance Management, Talent Management, Change Management, Employee Engagement, Succession Planning, Coaching, Executive Coaching, Human Resources, Organizational Design, Onboarding, Strategic Planning, HR Transformation, HR Policies, Talent Acquisition, Strategy, Management Development, Leadership, Career Development, Personnel Management, Employer Branding, Employee Benefits, HRIS, Recruiting
Education
Carleton University 1981 — 1984
Julie Gaudette, CPA, CA Julie Gaudette, CPA, CA's Sun Life Financial Experience May 2009 - August 2009
Job Staff Accountant at Welch LLP
Industry Accounting
Experience
Welch LLP January 2011 - Present
Canadian Institutes of Health Research May 2010 - August 2010
Toys R Us April 2007 - May 2010
Sun Life Financial May 2009 - August 2009
Skills
Financial Accounting, Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Teamwork, Financial Reporting, Time Management, Auditing, QuickBooks, Internal Controls, Tax Preparation
Education
Carleton University 2008 — 2012
Bachelor of Commerce, Accounting
Welch LLP January 2011 - Present
Canadian Institutes of Health Research May 2010 - August 2010
Toys R Us April 2007 - May 2010
Sun Life Financial May 2009 - August 2009
Skills
Financial Accounting, Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Teamwork, Financial Reporting, Time Management, Auditing, QuickBooks, Internal Controls, Tax Preparation
Education
Carleton University 2008 — 2012
Bachelor of Commerce, Accounting
Nate McClure's Sun Life Financial Experience April 2014 - June 2014
Job Desktop Support Specialist at Sun Life Financial
Industry Information Technology and Services
Experience
Choate, Hall & Stewart LLP June 2014 - August 2014
Sun Life Financial April 2014 - June 2014
Nutter McClennen & Fish LLP April 2012 - March 2014
Northland Investment Corporation June 2010 - April 2012
Zipcar January 2010 - March 2010
Akamai Technologies July 2009 - January 2010
Verizon Wireless October 2006 - February 2007
Skills
Technical support, Troubleshooting, Customer Relations, Computer Hardware, Outlook, Operating Systems, Windows, Word, Technical Support, Ghost Imaging, Printer Drivers, Active Directory, Virus Removal, Technical Documentation, Software Documentation, Hardware, Customer Service, OS X, BMC Remedy, Team Leadership, XP, Networking, Microsoft Word, Windows Server, Windows XP, Software Installation, Help Desk Support, Windows 7
Education
Cambridge College 2009 — 2010
Bachelors of Science, Business Management
Year Up, Inc 2009 — 2010
Mount Ida College 2005 — 2007
New Mission High School 2001 — 2005
Choate, Hall & Stewart LLP June 2014 - August 2014
Sun Life Financial April 2014 - June 2014
Nutter McClennen & Fish LLP April 2012 - March 2014
Northland Investment Corporation June 2010 - April 2012
Zipcar January 2010 - March 2010
Akamai Technologies July 2009 - January 2010
Verizon Wireless October 2006 - February 2007
Skills
Technical support, Troubleshooting, Customer Relations, Computer Hardware, Outlook, Operating Systems, Windows, Word, Technical Support, Ghost Imaging, Printer Drivers, Active Directory, Virus Removal, Technical Documentation, Software Documentation, Hardware, Customer Service, OS X, BMC Remedy, Team Leadership, XP, Networking, Microsoft Word, Windows Server, Windows XP, Software Installation, Help Desk Support, Windows 7
Education
Cambridge College 2009 — 2010
Bachelors of Science, Business Management
Year Up, Inc 2009 — 2010
Mount Ida College 2005 — 2007
New Mission High School 2001 — 2005
Natalie Day, CEBS, GBA, RPA Natalie Day, CEBS, GBA, RPA's Sun Life Financial Experience July 2014 - Present
Job Client Manager, National Accounts, Eastern Region at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2014 - Present
Sun Life Financial April 2010 - July 2014
Sun Life Financial October 2008 - April 2010
Great-West Life April 1999 - September 2008
Clarica and Metropolitan Life July 1996 - March 1999
Skills
Underwriting, Group Insurance, Financial Risk..., Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Leadership, Management, Risk Management
Education
Carleton University
Bachelor's degree
Sun Life Financial July 2014 - Present
Sun Life Financial April 2010 - July 2014
Sun Life Financial October 2008 - April 2010
Great-West Life April 1999 - September 2008
Clarica and Metropolitan Life July 1996 - March 1999
Skills
Underwriting, Group Insurance, Financial Risk..., Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Leadership, Management, Risk Management
Education
Carleton University
Bachelor's degree
Sean Macleod's Sun Life Financial Experience 2006 - 2008
Job Digital Success Consultant at McGrawHill Ryerson
Industry Publishing
Experience
McGraw-Hill Ryerson September 2014 - Present
AME Learning March 2012 - September 2014
Pearson Education December 2008 - March 2012
Sun Life Financial 2006 - 2008
Skills
Content Development, Online Publishing, Academic Publishing, Publishing, E-Learning, Curriculum Design, Teaching, Content Strategy, Publications, Copy Editing, Instructional Design, Books
Education
Carleton University
Economics
University of Toronto
Project Management
McGraw-Hill Ryerson September 2014 - Present
AME Learning March 2012 - September 2014
Pearson Education December 2008 - March 2012
Sun Life Financial 2006 - 2008
Skills
Content Development, Online Publishing, Academic Publishing, Publishing, E-Learning, Curriculum Design, Teaching, Content Strategy, Publications, Copy Editing, Instructional Design, Books
Education
Carleton University
Economics
University of Toronto
Project Management
Jessica Farah's Sun Life Financial Experience November 2012 - Present
Job PreAdjudicator at Sun Life Financial
Industry Architecture & Planning
Experience
Sun Life Financial November 2012 - Present
Town of Kirkland May 2010 - November 2011
Swissport December 2010 - May 2011
Hart Stores, Inc (Head Office) 2002 - 2005
Skills
Customer Service, Microsoft Office, Team Leadership
Education
Concordia University 2008 — 2011
Specialization in Urban Planning
CEGEP - John Abbott College 2003 — 2005
DEC, Social Science
Sun Life Financial November 2012 - Present
Town of Kirkland May 2010 - November 2011
Swissport December 2010 - May 2011
Hart Stores, Inc (Head Office) 2002 - 2005
Skills
Customer Service, Microsoft Office, Team Leadership
Education
Concordia University 2008 — 2011
Specialization in Urban Planning
CEGEP - John Abbott College 2003 — 2005
DEC, Social Science
Andrew Last Andrew Last's Sun Life Financial Experience December 2014 - Present
Job Campaign Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2014 - Present
Sun Life Financial November 2009 - December 2014
JWT INSIDE January 2005 - July 2009
JWT INSIDE February 1999 - January 2005
Sensors Quality Management Inc. July 1998 - February 1999
Skills
Marketing Communications, Integrated Marketing, Corporate Communications, Brand Development, Social Media, Advertising, Internal Communications, Copywriting, Digital Marketing, Social Media Marketing, Marketing, Newsletters, Marketing Strategy, Project Management, User Experience, Photoshop, InDesign, Editing, Email Marketing, Editorial
Education
Centennial College 1997 — 1998
Publishing
University of Waterloo 1992 — 1996
Honours History, History, Classical Studies
Sun Life Financial December 2014 - Present
Sun Life Financial November 2009 - December 2014
JWT INSIDE January 2005 - July 2009
JWT INSIDE February 1999 - January 2005
Sensors Quality Management Inc. July 1998 - February 1999
Skills
Marketing Communications, Integrated Marketing, Corporate Communications, Brand Development, Social Media, Advertising, Internal Communications, Copywriting, Digital Marketing, Social Media Marketing, Marketing, Newsletters, Marketing Strategy, Project Management, User Experience, Photoshop, InDesign, Editing, Email Marketing, Editorial
Education
Centennial College 1997 — 1998
Publishing
University of Waterloo 1992 — 1996
Honours History, History, Classical Studies
Stan Urbanek Stan Urbanek's Sun Life Financial Experience 2011 - 2013
Job Client Team Lead/Disability Management Specialist at Organizational Solutions Inc.
Industry Insurance
Experience
Organizational Solutions Inc. December 2013 - Present
Sun Life Financial 2011 - 2013
Novartis 2008 - 2011
Canadian Forces 2004 - 2008
Federated Press 2006 - 2007
Skills
Leadership, Analysis, Case Managment, Communication, Problem Solving, Project Management, Team Management, Teamwork, Client Relations Skills, Customer Service, Organization, Research, Copy Editing, Proofreading, Editing, Copywriting, Fact-checking, Return to Work Programs, Employee Benefits
Education
Concordia University 2004 — 2007
Bachelor of Arts (B.A.), Honours History, Minor Political Science
CEGEP - John Abbott College 2000 — 2003
DEC, Commerce
Organizational Solutions Inc. December 2013 - Present
Sun Life Financial 2011 - 2013
Novartis 2008 - 2011
Canadian Forces 2004 - 2008
Federated Press 2006 - 2007
Skills
Leadership, Analysis, Case Managment, Communication, Problem Solving, Project Management, Team Management, Teamwork, Client Relations Skills, Customer Service, Organization, Research, Copy Editing, Proofreading, Editing, Copywriting, Fact-checking, Return to Work Programs, Employee Benefits
Education
Concordia University 2004 — 2007
Bachelor of Arts (B.A.), Honours History, Minor Political Science
CEGEP - John Abbott College 2000 — 2003
DEC, Commerce
Charlene Song Charlene Song's Sun Life Financial Experience November 2010 - Present
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2010 - Present
Education
Carleton University
BC ARTS, PSYCHOLOGY AND BUSINESS
Sun Life Financial November 2010 - Present
Education
Carleton University
BC ARTS, PSYCHOLOGY AND BUSINESS
Andrew Emery Andrew Emery's Sun Life Financial Experience May 1985 - December 1988
Job Director, Securities & Operations Support at Scotiabank
Industry Financial Services
Experience
Scotiabank March 2006 - Present
Scotiabank January 1998 - March 2006
Cassels Blaikie & Co. July 1995 - December 1997
Proshred Security April 1989 - July 1995
Zurich Financial Services March 1990 - April 1991
Sun Life Financial May 1985 - December 1988
Skills
Banking, Wealth Management, Financial Services, Securities, Mutual Funds, Risk Management, Capital Markets, Relationship Management, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2009
Executive Leadership Program
Carleton University 1985 — 1989
BA, History
Scotiabank March 2006 - Present
Scotiabank January 1998 - March 2006
Cassels Blaikie & Co. July 1995 - December 1997
Proshred Security April 1989 - July 1995
Zurich Financial Services March 1990 - April 1991
Sun Life Financial May 1985 - December 1988
Skills
Banking, Wealth Management, Financial Services, Securities, Mutual Funds, Risk Management, Capital Markets, Relationship Management, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2009
Executive Leadership Program
Carleton University 1985 — 1989
BA, History
Daniel Bain Daniel Bain's Sun Life Financial Experience January 2002 - Present
Job Finanial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2002 - Present
Refco May 1996 - December 2001
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Investment Strategies, Fixed Annuities
Education
McGill University 1992 — 1995
B.A, Economics/ Business
CEGEP - John Abbott College 1988 — 1991
D.E.C, Pure & Applied Sciences
School name:
Sun Life Financial January 2002 - Present
Refco May 1996 - December 2001
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Investment Strategies, Fixed Annuities
Education
McGill University 1992 — 1995
B.A, Economics/ Business
CEGEP - John Abbott College 1988 — 1991
D.E.C, Pure & Applied Sciences
School name:
Marilyn Mayers-Crandon Marilyn Mayers-Crandon's Sun Life Financial Experience April 2003 - August 2005
Job Insurance Administrator at Ontario Pharmacists Association
Industry Financial Services
Experience
Ontario Pharmacists Association September 2013 - Present
Industrial Alliance August 2013 - July 2014
ClaimSecure Inc. September 2011 - August 2012
Great-West Life April 2008 - December 2010
Canadian Benefit Administrators Ltd. August 2005 - February 2008
Sun Life Financial April 2003 - August 2005
Skills
Leadership, Process Improvement, Insurance, Communication, Team Building, Consulting, Service Delivery, Troubleshooting
Education
Carleton University 1990 — 1998
BA, Communications
Ontario Pharmacists Association September 2013 - Present
Industrial Alliance August 2013 - July 2014
ClaimSecure Inc. September 2011 - August 2012
Great-West Life April 2008 - December 2010
Canadian Benefit Administrators Ltd. August 2005 - February 2008
Sun Life Financial April 2003 - August 2005
Skills
Leadership, Process Improvement, Insurance, Communication, Team Building, Consulting, Service Delivery, Troubleshooting
Education
Carleton University 1990 — 1998
BA, Communications
Eugene Lundrigan Eugene Lundrigan's Sun Life Financial Experience June 2010 - October 2013
Job Chief Operating Officer at Sun Life Investment Management Inc.
Industry Insurance
Experience
Sun Life Investment Management Inc. October 2013 - Present
Sun Life Financial June 2010 - October 2013
Sun Life Financial May 2009 - June 2010
Sun Life Financial May 2008 - May 2009
Sun Life Financial May 2007 - May 2008
Sun Life Financial April 2004 - May 2007
Sun Life Financial October 1997 - April 2004
Bank of Canada February 1997 - October 1997
Bank of Canada December 1992 - February 1997
Skills
Mutual Funds, Investments, Investment Strategies, Asset Allocation, Retirement, ALM, Wealth, Wealth Management, Pensions, Portfolio Management, Strategic Financial..., Fixed Income, Bloomberg, Insurance, Life Insurance, Financial Modeling, Valuation, Fixed Annuities, Financial Analysis, Securities, Bonds, Financial Markets, Risk Management
Education
CFA 1990 — 1993
CFA, Chartered Financial Analyst
McMaster University 1989 — 1990
MBA, Finance
Carleton University 1985 — 1989
BComm
Sun Life Investment Management Inc. October 2013 - Present
Sun Life Financial June 2010 - October 2013
Sun Life Financial May 2009 - June 2010
Sun Life Financial May 2008 - May 2009
Sun Life Financial May 2007 - May 2008
Sun Life Financial April 2004 - May 2007
Sun Life Financial October 1997 - April 2004
Bank of Canada February 1997 - October 1997
Bank of Canada December 1992 - February 1997
Skills
Mutual Funds, Investments, Investment Strategies, Asset Allocation, Retirement, ALM, Wealth, Wealth Management, Pensions, Portfolio Management, Strategic Financial..., Fixed Income, Bloomberg, Insurance, Life Insurance, Financial Modeling, Valuation, Fixed Annuities, Financial Analysis, Securities, Bonds, Financial Markets, Risk Management
Education
CFA 1990 — 1993
CFA, Chartered Financial Analyst
McMaster University 1989 — 1990
MBA, Finance
Carleton University 1985 — 1989
BComm
Tracey Remkes, ABC Tracey Remkes, ABC's Sun Life Financial Experience September 2010 - September 2012
Job Communications Consultant
Industry Marketing and Advertising
Experience
Robert Half International September 2012 - January 2014
Sun Life Financial September 2010 - September 2012
Sun Life Financial January 2007 - December 2009
Deloitte Canada 2001 - 2007
Deloitte Canada 1997 - 2001
Bellwood Health Services January 1994 - September 1997
Canadian Public Health Association September 1992 - December 1994
Canadian Nurses Association June 1990 - September 1992
Skills
Strategic Communications, Public Relations, Leadership, New Media, Communications Planning, Internal Communications, Corporate Communications, Marketing Communications, Media Relations, Social Media, Crisis Communications, Content Management, Email Marketing, Digital Marketing, Digital Strategy, Strategy
Education
Carleton University 1987 — 1991
Bachelor, Journalism
Robert Half International September 2012 - January 2014
Sun Life Financial September 2010 - September 2012
Sun Life Financial January 2007 - December 2009
Deloitte Canada 2001 - 2007
Deloitte Canada 1997 - 2001
Bellwood Health Services January 1994 - September 1997
Canadian Public Health Association September 1992 - December 1994
Canadian Nurses Association June 1990 - September 1992
Skills
Strategic Communications, Public Relations, Leadership, New Media, Communications Planning, Internal Communications, Corporate Communications, Marketing Communications, Media Relations, Social Media, Crisis Communications, Content Management, Email Marketing, Digital Marketing, Digital Strategy, Strategy
Education
Carleton University 1987 — 1991
Bachelor, Journalism
Rosana Zeng Rosana Zeng's Sun Life Financial Experience August 2011 - July 2012
Job Student Financial Services Advisor at Tyndale University College & Seminary
Industry Accounting
Experience
Tyndale University College & Seminary February 2015 - Present
Power Unit Youth Organization October 2014 - Present
Tyndale University College & Seminary December 2013 - December 2014
Power Unit Youth Organization October 2013 - September 2014
Power Unit Youth Organization October 2012 - September 2013
Institute of Chartered Accountants of Ontario December 2012 - July 2013
CIBC September 2012 - November 2012
Power Unit Youth Organization September 2011 - September 2012
Sun Life Financial August 2011 - July 2012
Gymboree March 2009 - June 2011
Skills
Excel, Microsoft Office, Clerical Skills, Administrative Support, Administrative Duties, Fluent in Cantonese, Fluent in English, Outstanding Customer..., Communication Skills, Research Skills, Attention To Detail, Flexible Working, Analytical Abilities, Highly Adaptable, Event Management, Sales Management, Management Skills, Social Media, Cantonese, Microsoft Excel, Customer Service, Teamwork, Administrative..., Social Networking, PowerPoint, Leadership, Accounting, Sales, Nonprofits, Marketing, Research, Program Management, Analytical Skills, Data Entry, Public Relations, English, Microsoft Word, Facebook, Event Planning, Public Speaking, Adaptation, Time Management, Flexible Schedule, Administrative Work, Data Analysis, Critical Thinking, Community Outreach, Market Research
Education
Carleton University 2007 — 2011
Bachelor of Arts, Criminology and Criminal Justice: Law
Carleton University 2007 — 2011
Bachelor of Arts, Honours, Criminology & Criminal Justice: Law
Tyndale University College & Seminary February 2015 - Present
Power Unit Youth Organization October 2014 - Present
Tyndale University College & Seminary December 2013 - December 2014
Power Unit Youth Organization October 2013 - September 2014
Power Unit Youth Organization October 2012 - September 2013
Institute of Chartered Accountants of Ontario December 2012 - July 2013
CIBC September 2012 - November 2012
Power Unit Youth Organization September 2011 - September 2012
Sun Life Financial August 2011 - July 2012
Gymboree March 2009 - June 2011
Skills
Excel, Microsoft Office, Clerical Skills, Administrative Support, Administrative Duties, Fluent in Cantonese, Fluent in English, Outstanding Customer..., Communication Skills, Research Skills, Attention To Detail, Flexible Working, Analytical Abilities, Highly Adaptable, Event Management, Sales Management, Management Skills, Social Media, Cantonese, Microsoft Excel, Customer Service, Teamwork, Administrative..., Social Networking, PowerPoint, Leadership, Accounting, Sales, Nonprofits, Marketing, Research, Program Management, Analytical Skills, Data Entry, Public Relations, English, Microsoft Word, Facebook, Event Planning, Public Speaking, Adaptation, Time Management, Flexible Schedule, Administrative Work, Data Analysis, Critical Thinking, Community Outreach, Market Research
Education
Carleton University 2007 — 2011
Bachelor of Arts, Criminology and Criminal Justice: Law
Carleton University 2007 — 2011
Bachelor of Arts, Honours, Criminology & Criminal Justice: Law
Jakub Kaliszczak's Sun Life Financial Experience April 2014 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Sun Life Financial April 2014 - Present
Le groupe Y. Pilon March 2012 - Present
Industrielle Alliance January 2008 - October 2011
Skills
Insurance, Customer Service, Microsoft Office, Coaching, Leadership, Public Speaking, Team Leadership, Retirement Planning, Retirement, Event Management, Negotiation, Microsoft Word, Wealth Management, Disability Insurance
Education
Concordia University 2005 — 2008
Human Relations
CEGEP - John Abbott College 2000 — 2003
Theatre, Theatre
Sun Life Financial April 2014 - Present
Le groupe Y. Pilon March 2012 - Present
Industrielle Alliance January 2008 - October 2011
Skills
Insurance, Customer Service, Microsoft Office, Coaching, Leadership, Public Speaking, Team Leadership, Retirement Planning, Retirement, Event Management, Negotiation, Microsoft Word, Wealth Management, Disability Insurance
Education
Concordia University 2005 — 2008
Human Relations
CEGEP - John Abbott College 2000 — 2003
Theatre, Theatre
Amaris Sahota Amaris Sahota's Sun Life Financial Experience January 2015 - Present
Job Senior Analyst, Strategy and Corporate Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
JDC Central March 2014 - Present
Sprott Business Students' Society May 2013 - May 2014
CIBC January 2013 - August 2013
Carleton University September 2011 - September 2012
Metrolinx May 2012 - August 2012
Carleton University January 2012 - April 2012
Carleton University September 2011 - March 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Budgets, Teamwork, Project Management, Project Planning, MS Project, Time Management, Corporate Finance, Financial Reporting
Education
Carleton University 2010 — 2014
Bachelor of Commerce - Finance
Sun Life Financial January 2015 - Present
JDC Central March 2014 - Present
Sprott Business Students' Society May 2013 - May 2014
CIBC January 2013 - August 2013
Carleton University September 2011 - September 2012
Metrolinx May 2012 - August 2012
Carleton University January 2012 - April 2012
Carleton University September 2011 - March 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Budgets, Teamwork, Project Management, Project Planning, MS Project, Time Management, Corporate Finance, Financial Reporting
Education
Carleton University 2010 — 2014
Bachelor of Commerce - Finance
Samantha Stremmelaar's Sun Life Financial Experience February 2009 - Present
Job Senior Process Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2009 - Present
Sun Life Financial January 2008 - January 2009
Sun Life Financial February 2004 - January 2009
Skills
Business Process..., Business Process Mapping, Process Master - Hammer..., Business Process..., Change Management, Process Redesign, Advanced MS Visio and..., Lean Six Sigma Green..., Process Improvement, Project Management, Six Sigma, Root Cause Analysis, Quality Assurance, Business Process, Business Process Design, PMP, Project Governance, Business Rules, Procedures Documentation, Process Architecture, Collaboration, Teamwork, Peer Reviews, Quality Auditing, Training Delivery, Workshop Facilitation, Process Optimization
Education
Carleton University 2000 — 2004
Bachelor of Arts (B.A.), History and Theory of Architecture
Sun Life Financial February 2009 - Present
Sun Life Financial January 2008 - January 2009
Sun Life Financial February 2004 - January 2009
Skills
Business Process..., Business Process Mapping, Process Master - Hammer..., Business Process..., Change Management, Process Redesign, Advanced MS Visio and..., Lean Six Sigma Green..., Process Improvement, Project Management, Six Sigma, Root Cause Analysis, Quality Assurance, Business Process, Business Process Design, PMP, Project Governance, Business Rules, Procedures Documentation, Process Architecture, Collaboration, Teamwork, Peer Reviews, Quality Auditing, Training Delivery, Workshop Facilitation, Process Optimization
Education
Carleton University 2000 — 2004
Bachelor of Arts (B.A.), History and Theory of Architecture
Dara Stefanovic Dara Stefanovic's Sun Life Financial Experience June 2012 - Present
Job Database Marketing Consultant
Industry Information Services
Experience
Sun Life Financial June 2012 - Present
Consumer Intelligence Group Inc. March 2010 - February 2012
Innovapost July 2008 - December 2009
Fairmont Hotels & Resorts January 2008 - July 2008
Acxiom Canada March 2007 - October 2007
Cornerstone Group of Companies August 2004 - March 2007
Wood & Associates July 1999 - July 2004
Skills
Direct Marketing, SQL, Data Analysis, Database Management, Database Marketing, Management, Troubleshooting, Database Admin, T-SQL, Databases, Business Intelligence, ETL, Analytics, SDLC, Data Modeling, Microsoft SQL Server, Database Design, Visio, Requirements Gathering, SSIS, Crystal Reports, Systems Analysis
Education
CDI College 1997 — 1998
diploma, programmer
Sun Life Financial June 2012 - Present
Consumer Intelligence Group Inc. March 2010 - February 2012
Innovapost July 2008 - December 2009
Fairmont Hotels & Resorts January 2008 - July 2008
Acxiom Canada March 2007 - October 2007
Cornerstone Group of Companies August 2004 - March 2007
Wood & Associates July 1999 - July 2004
Skills
Direct Marketing, SQL, Data Analysis, Database Management, Database Marketing, Management, Troubleshooting, Database Admin, T-SQL, Databases, Business Intelligence, ETL, Analytics, SDLC, Data Modeling, Microsoft SQL Server, Database Design, Visio, Requirements Gathering, SSIS, Crystal Reports, Systems Analysis
Education
CDI College 1997 — 1998
diploma, programmer
Catherine Allman's Sun Life Financial Experience 2009 - 2012
Job
Industry Public Relations and Communications
Experience
Toronto, Canada 2015 - Present
OMERS, the defined benefit pension fund for 450,000 employees across 1,000 municipalities. 2015 - 2015
OMERS, the defined benefit pension fund for 450,000 employees across 1,000 municipalities. 2014 - 2015
Workplace Safety and Insurance Board 2012 - 2013
Sun Life Financial 2009 - 2012
Canadian Cancer Society 2007 - 2009
hawkestone communications & public affairs 1993 - 2007
ACTRA 1990 - 1993
TVOntario 1987 - 1990
CTV 1985 - 1987
Skills
Stakeholder Engagement, Crisis Communications, Corporate Communications, Strategic Communications, Media Relations, Internal Communications, Public Relations, Marketing Communications, Fundraising, Nonprofits, Corporate Social..., Social Media Marketing, Public Affairs, Marketing, Reputation Management, Strategy, Social Media, Speech Writing, Research, Public Policy
Education
Banff Centre for Management
Arts Administration Certificate
Carleton University
BJ
Havergal College
Toronto, Canada 2015 - Present
OMERS, the defined benefit pension fund for 450,000 employees across 1,000 municipalities. 2015 - 2015
OMERS, the defined benefit pension fund for 450,000 employees across 1,000 municipalities. 2014 - 2015
Workplace Safety and Insurance Board 2012 - 2013
Sun Life Financial 2009 - 2012
Canadian Cancer Society 2007 - 2009
hawkestone communications & public affairs 1993 - 2007
ACTRA 1990 - 1993
TVOntario 1987 - 1990
CTV 1985 - 1987
Skills
Stakeholder Engagement, Crisis Communications, Corporate Communications, Strategic Communications, Media Relations, Internal Communications, Public Relations, Marketing Communications, Fundraising, Nonprofits, Corporate Social..., Social Media Marketing, Public Affairs, Marketing, Reputation Management, Strategy, Social Media, Speech Writing, Research, Public Policy
Education
Banff Centre for Management
Arts Administration Certificate
Carleton University
BJ
Havergal College
Jamie Crothall Jamie Crothall's Sun Life Financial Experience September 2013 - Present
Job Business Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Sun Life Financial November 2007 - September 2013
Sun Life Financial April 2006 - November 2007
Sun Life Financial January 2005 - April 2006
OASIS (Ontario Association of Sewage Industry Services) December 2002 - December 2003
Mr. Rooter December 2002 - July 2003
Herby Enterprises Limited June 1998 - November 2002
Findwillow Ltd July 1997 - August 1997
Lansing Mechanical 1993 - 1994
Skills
Business Analysis, Requirements Gathering, Visio, Business Requirements, Software Documentation, Process Improvement, SDLC, Business Process, Business Process..., Change Management, Databases, Management, Requirements Analysis, SharePoint, Team Leadership, Technical Writing, User Acceptance Testing, Vendor Management
Education
Humber College 2006 — 2009
Technical Writing Certificate
Nexient Learning 2008 — 2008
Business Analysis
Cambrian College 1998 — 2000
HTML Introduction & Intermidiate
Sun Life Financial September 2013 - Present
Sun Life Financial November 2007 - September 2013
Sun Life Financial April 2006 - November 2007
Sun Life Financial January 2005 - April 2006
OASIS (Ontario Association of Sewage Industry Services) December 2002 - December 2003
Mr. Rooter December 2002 - July 2003
Herby Enterprises Limited June 1998 - November 2002
Findwillow Ltd July 1997 - August 1997
Lansing Mechanical 1993 - 1994
Skills
Business Analysis, Requirements Gathering, Visio, Business Requirements, Software Documentation, Process Improvement, SDLC, Business Process, Business Process..., Change Management, Databases, Management, Requirements Analysis, SharePoint, Team Leadership, Technical Writing, User Acceptance Testing, Vendor Management
Education
Humber College 2006 — 2009
Technical Writing Certificate
Nexient Learning 2008 — 2008
Business Analysis
Cambrian College 1998 — 2000
HTML Introduction & Intermidiate
Sunny Wishart, CFP's Sun Life Financial Experience September 2011 - March 2015
Job Financial Planning
Industry Financial Services
Experience
RBC Wealth Management April 2015 - Present
Sun Life Financial September 2011 - March 2015
Scotiabank July 2007 - September 2011
Wells Fargo January 2004 - June 2007
Skills
Coaching, Team Building, Persuasion, Real Estate, Credit, Strategic Financial..., Customer Service, Financial Services, Banking, Investments, Securities, Insurance, Financial Analysis, Mutual Funds, Building Relationships, Mortgage Lending, Sales, Finance, Training, Leadership, Credit Analysis
Education
Financial Planning Standards Council 2012 — 2013
Certified Financial Planner, CFP
Canadian Securities Institute 2007 — 2013
Investment Funds In Canada, Finance
Carleton University 1998 — 2002
Bachelor of Music, Honours, Piano Performance
RBC Wealth Management April 2015 - Present
Sun Life Financial September 2011 - March 2015
Scotiabank July 2007 - September 2011
Wells Fargo January 2004 - June 2007
Skills
Coaching, Team Building, Persuasion, Real Estate, Credit, Strategic Financial..., Customer Service, Financial Services, Banking, Investments, Securities, Insurance, Financial Analysis, Mutual Funds, Building Relationships, Mortgage Lending, Sales, Finance, Training, Leadership, Credit Analysis
Education
Financial Planning Standards Council 2012 — 2013
Certified Financial Planner, CFP
Canadian Securities Institute 2007 — 2013
Investment Funds In Canada, Finance
Carleton University 1998 — 2002
Bachelor of Music, Honours, Piano Performance
Stephanie Elder Stephanie Elder's Sun Life Financial Experience November 2014 - Present
Job Disability Case Manager at Sun Life Financial
Industry Mental Health Care
Experience
Sun Life Financial November 2014 - Present
Groupe Favreau October 2013 - November 2014
City of Pointe-Claire May 2009 - October 2013
BCBGMAXAZRIAGROUP September 2012 - May 2013
BESTSELLER September 2010 - May 2013
Groupe Favreau 2006 - 2009
Skills
Organization, Teamwork, Microsoft Office, Communication, Event Management, Customer Service, Creativity, Leadership, Microsoft Excel, PowerPoint, Social Media, Helping Others, Bilingual Proficiency
Education
University of Ottawa 2011 — 2013
Honours Bachelor of Arts, Double Major Specialized in Communication and Psychology
CEGEP - John Abbott College 2008 — 2010
College Studies Degree, Social Sciences with Mathematics
Sun Life Financial November 2014 - Present
Groupe Favreau October 2013 - November 2014
City of Pointe-Claire May 2009 - October 2013
BCBGMAXAZRIAGROUP September 2012 - May 2013
BESTSELLER September 2010 - May 2013
Groupe Favreau 2006 - 2009
Skills
Organization, Teamwork, Microsoft Office, Communication, Event Management, Customer Service, Creativity, Leadership, Microsoft Excel, PowerPoint, Social Media, Helping Others, Bilingual Proficiency
Education
University of Ottawa 2011 — 2013
Honours Bachelor of Arts, Double Major Specialized in Communication and Psychology
CEGEP - John Abbott College 2008 — 2010
College Studies Degree, Social Sciences with Mathematics
Frank Switzer's Sun Life Financial Experience October 2009 - Present
Job Vice President, Corporate Communications at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2009 - Present
Scotiabank November 2003 - November 2009
Ontario Securities Commission 1999 - 2003
Canadian Highways International Corp. 1997 - 1999
Ontario Legislature 1991 - 1996
Skills
Crisis Communications, Speech Writing, Strategic Communications, Messaging, Media Relations, Spokesperson, Social Media Marketing, Journalism, Internal Communications, Corporate Communications, Public Relations, Press Releases, Communications Planning, Crisis Management, Management, Publications, Leadership, Storytelling, Communication Training, Reputation Management, Public Affairs, Investor Relations, Web Content, Newsletters, Publicity, Copy Editing, Marketing Communications, Content Development, Corporate Social...
Education
Carleton University 1975 — 1979
Bachelor (Hons.), Journalism
Sun Life Financial October 2009 - Present
Scotiabank November 2003 - November 2009
Ontario Securities Commission 1999 - 2003
Canadian Highways International Corp. 1997 - 1999
Ontario Legislature 1991 - 1996
Skills
Crisis Communications, Speech Writing, Strategic Communications, Messaging, Media Relations, Spokesperson, Social Media Marketing, Journalism, Internal Communications, Corporate Communications, Public Relations, Press Releases, Communications Planning, Crisis Management, Management, Publications, Leadership, Storytelling, Communication Training, Reputation Management, Public Affairs, Investor Relations, Web Content, Newsletters, Publicity, Copy Editing, Marketing Communications, Content Development, Corporate Social...
Education
Carleton University 1975 — 1979
Bachelor (Hons.), Journalism
Michael Sclafani Michael Sclafani's Sun Life Financial Experience September 2007 - November 2009
Job Director of Insurance Operations
Industry Insurance
Experience
Symetra December 2014 - Present
Thomas Brady & Associates October 2010 - September 2014
First American Insurance Underwriters November 2009 - May 2010
Sun Life Financial September 2007 - November 2009
John Hancock April 2004 - September 2007
Skills
Fixed Annuities, Life Insurance, Long-term Care, Insurance, Series 6, Series 63, Term Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Retirement, Underwriting, Long Term Care Insurance, Universal Life, Financial Planners, Critical Illness, Variable Annuities
Education
Canisius College 1993 — 1997
Symetra December 2014 - Present
Thomas Brady & Associates October 2010 - September 2014
First American Insurance Underwriters November 2009 - May 2010
Sun Life Financial September 2007 - November 2009
John Hancock April 2004 - September 2007
Skills
Fixed Annuities, Life Insurance, Long-term Care, Insurance, Series 6, Series 63, Term Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Retirement, Underwriting, Long Term Care Insurance, Universal Life, Financial Planners, Critical Illness, Variable Annuities
Education
Canisius College 1993 — 1997
Bev Mitelman, M.A.'s Sun Life Financial Experience 2002 - 2005
Job Assistant Director Learning Technologies and Services at the Canada School of Public Service
Industry Government Administration
Experience
Canada School of Public Service August 2010 - Present
McGill University January 2014 - Present
Wise Women Montreal October 2013 - Present
- 2004 - Present
Canada School of Public Service July 2007 - August 2010
Department of National Defence, Canadian Forces Language School 2005 - 2007
Sun Life Financial 2002 - 2005
Skills
Knowledge Management, E-Learning, Blended Learning, Instructional Design, Employee Engagement, Leadership Development, Management, Research, Leadership, Organizational..., Training, Learning Management, Web 2.0, Curriculum Design, Government, Distance Learning, Workshop Facilitation, Adult Education, Needs Analysis, Training Delivery, Public Speaking, Organizational Learning, Instructor-led Training, Learning Management..., ADDIE, Staff Development, Fundraising, Human Resources, Policy, Program Evaluation, Technical Writing, Program Management, Blogging, Captivate
Education
Concordia University 2004 — 2006
Master's, Educational Technology
Carleton University 1995 — 1998
Bachelor's, Journalism and Mass Communications
Praxis Training Institute
Diploma in Internet Programming
Retter Business College
Diploma in Multi-Media Design and Development
St. George's
Bilingual certificate awarded
Canada School of Public Service August 2010 - Present
McGill University January 2014 - Present
Wise Women Montreal October 2013 - Present
- 2004 - Present
Canada School of Public Service July 2007 - August 2010
Department of National Defence, Canadian Forces Language School 2005 - 2007
Sun Life Financial 2002 - 2005
Skills
Knowledge Management, E-Learning, Blended Learning, Instructional Design, Employee Engagement, Leadership Development, Management, Research, Leadership, Organizational..., Training, Learning Management, Web 2.0, Curriculum Design, Government, Distance Learning, Workshop Facilitation, Adult Education, Needs Analysis, Training Delivery, Public Speaking, Organizational Learning, Instructor-led Training, Learning Management..., ADDIE, Staff Development, Fundraising, Human Resources, Policy, Program Evaluation, Technical Writing, Program Management, Blogging, Captivate
Education
Concordia University 2004 — 2006
Master's, Educational Technology
Carleton University 1995 — 1998
Bachelor's, Journalism and Mass Communications
Praxis Training Institute
Diploma in Internet Programming
Retter Business College
Diploma in Multi-Media Design and Development
St. George's
Bilingual certificate awarded
Devon Bertelli Devon Bertelli's Sun Life Financial Experience April 2006 - April 2007
Job Operations Manager at AbVitro, Inc.
Industry Biotechnology
Experience
AbVitro Inc. March 2012 - Present
FORMA Therapeutics 2009 - 2011
Visual Aids Electronics 2008 - 2008
Visual Aids Electronics 2007 - 2008
Sun Life Financial April 2006 - April 2007
Milton Academy September 2002 - October 2003
Mercury Computer Systems 1998 - 2000
Skills
Microsoft Office, Social Media, Event Planning, Customer Service, Social Media Marketing, Event Management, Editing, Mac OS X, Photoshop, Marketing, PowerPoint, Management, Budgets, Training, Sales
Education
Castleton University 1996 — 2001
Communications, TV, Radio, Film, Theater, Public Relations, Media Writing
Danvers High School 1992 — 1996
AbVitro Inc. March 2012 - Present
FORMA Therapeutics 2009 - 2011
Visual Aids Electronics 2008 - 2008
Visual Aids Electronics 2007 - 2008
Sun Life Financial April 2006 - April 2007
Milton Academy September 2002 - October 2003
Mercury Computer Systems 1998 - 2000
Skills
Microsoft Office, Social Media, Event Planning, Customer Service, Social Media Marketing, Event Management, Editing, Mac OS X, Photoshop, Marketing, PowerPoint, Management, Budgets, Training, Sales
Education
Castleton University 1996 — 2001
Communications, TV, Radio, Film, Theater, Public Relations, Media Writing
Danvers High School 1992 — 1996
Cathryn Klassen Cathryn Klassen's Sun Life Financial Experience August 2012 - Present
Job Senior VicePresident, Global Organization Development at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
Sun Life Financial October 2010 - August 2012
Sun Life Financial July 2007 - October 2010
Sun Life Financial May 2005 - July 2007
Aon Consulting December 1999 - April 2005
Towers Perrin September 1987 - May 1998
Education
Western University 1985 — 1987
MBA, Business
Carleton University 1979 — 1981
Bachelor of Journalism, Journalism
Sun Life Financial August 2012 - Present
Sun Life Financial October 2010 - August 2012
Sun Life Financial July 2007 - October 2010
Sun Life Financial May 2005 - July 2007
Aon Consulting December 1999 - April 2005
Towers Perrin September 1987 - May 1998
Education
Western University 1985 — 1987
MBA, Business
Carleton University 1979 — 1981
Bachelor of Journalism, Journalism
Terri Allister Terri Allister's Sun Life Financial Experience March 2002 - May 2012
Job Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group May 2012 - Present
Sun Life Financial March 2002 - May 2012
Skills
Financial Planners, Long Term Care Insurance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Segregated Funds, Risk Management, Wealth Accumulation, Wealth, Retirement, Income Protection, Critical Illness, Certified Financial..., Estate Planning, Personal Financial..., Investment Strategies, Investment Advisory, Financial Advisory, Pensions, Small Business, Investments
Education
Carleton University
BA, Sociology
Laval University
Diploma, Financial planning
Investors Group May 2012 - Present
Sun Life Financial March 2002 - May 2012
Skills
Financial Planners, Long Term Care Insurance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Segregated Funds, Risk Management, Wealth Accumulation, Wealth, Retirement, Income Protection, Critical Illness, Certified Financial..., Estate Planning, Personal Financial..., Investment Strategies, Investment Advisory, Financial Advisory, Pensions, Small Business, Investments
Education
Carleton University
BA, Sociology
Laval University
Diploma, Financial planning
Tara Pradhan Tara Pradhan's Sun Life Financial Experience December 2012 - February 2013
Job Jr. Web Project Manager
Industry Financial Services
Experience
DTI Software July 2014 - May 2015
Sun Life Financial December 2012 - February 2013
TD Insurance September 2010 - August 2012
TC Transcontinental March 2009 - September 2010
Reader's Digest November 2006 - September 2008
Grafik Communication October 2004 - November 2006
Artifact Software Inc. April 2003 - May 2003
Skills
Email Marketing, Web Content, Business Analysis, HTML, CMS, Newsletters, Front-end, Content Management, Web Development, Digital Marketing, SQL, Omniture, E-commerce, Web Analytics, Web Project Management, SEO, Google Analytics
Education
Télé-université du Québec 2009 — 2016
B.A., Communication
Humber College 2003 — 2004
Postgraduate Certificate, Internet Management: Advanced Web Development for e-Business
CEGEP - John Abbott College 2000 — 2003
DEC, Publication Design & Hypermedia Technology
DTI Software July 2014 - May 2015
Sun Life Financial December 2012 - February 2013
TD Insurance September 2010 - August 2012
TC Transcontinental March 2009 - September 2010
Reader's Digest November 2006 - September 2008
Grafik Communication October 2004 - November 2006
Artifact Software Inc. April 2003 - May 2003
Skills
Email Marketing, Web Content, Business Analysis, HTML, CMS, Newsletters, Front-end, Content Management, Web Development, Digital Marketing, SQL, Omniture, E-commerce, Web Analytics, Web Project Management, SEO, Google Analytics
Education
Télé-université du Québec 2009 — 2016
B.A., Communication
Humber College 2003 — 2004
Postgraduate Certificate, Internet Management: Advanced Web Development for e-Business
CEGEP - John Abbott College 2000 — 2003
DEC, Publication Design & Hypermedia Technology
Raynaldo Handojo Raynaldo Handojo's Sun Life Financial Experience June 2014 - July 2014
Job Manufacturing Technologist at Prollenium Medical Technologies Inc.
Industry Biotechnology
Experience
Prollenium Medical Technologies Inc. March 2015 - Present
KUMON north york June 2012 - March 2015
Sun Life Financial June 2014 - July 2014
Seneca College September 2012 - April 2014
Skills
Computer Hardware, Microbiology, Biochemistry, Technical Writing, Applied Mathematics, Aseptic Technique, FDA GMP, Gel Electrophoresis, PCR, GC-MS, Tutoring, Organic Chemistry
Education
Seneca College of Applied Arts and Technology 2011 — 2014
Advanced Diploma, Biotechnology
Capital Normal University 2010 — 2011
Certificate, Chinese Language and Literature
Prollenium Medical Technologies Inc. March 2015 - Present
KUMON north york June 2012 - March 2015
Sun Life Financial June 2014 - July 2014
Seneca College September 2012 - April 2014
Skills
Computer Hardware, Microbiology, Biochemistry, Technical Writing, Applied Mathematics, Aseptic Technique, FDA GMP, Gel Electrophoresis, PCR, GC-MS, Tutoring, Organic Chemistry
Education
Seneca College of Applied Arts and Technology 2011 — 2014
Advanced Diploma, Biotechnology
Capital Normal University 2010 — 2011
Certificate, Chinese Language and Literature
Valerie Kaufman Valerie Kaufman's Sun Life Financial Experience 1995 - May 2000
Job Vice President and Medical Director at Reinsurance Group of America, Incorporated
Industry Financial Services
Experience
Reinsurance Group of America, Incorporated September 2015 - Present
MassMutual Financial Group May 2000 - September 2015
Sun Life Financial 1995 - May 2000
Phoenix Life Insurance Company 1990 - 1995
Skills
Insurance Medicine, Cardiology, Insurance, Risk Management, Strategy, Process Improvement, Underwriter training, Medical Manual..., Microsoft Office
Education
Baystate Medical Center, Springfield, MA 1986 — 1988
Fellowship in Cardiovascular Diseases
St. Francis Hospital, Hartford, CT 1983 — 1986
Internal Medicine Residency Program
The University of Connecticut School of Medicine 1981 — 1983
Doctor of Medicine (M.D.), Medicine
Stony Brook University 1979 — 1981
Medicine
Canisius College 1975 — 1979
Bachelor of Arts (B.A.), Biology, General
Reinsurance Group of America, Incorporated September 2015 - Present
MassMutual Financial Group May 2000 - September 2015
Sun Life Financial 1995 - May 2000
Phoenix Life Insurance Company 1990 - 1995
Skills
Insurance Medicine, Cardiology, Insurance, Risk Management, Strategy, Process Improvement, Underwriter training, Medical Manual..., Microsoft Office
Education
Baystate Medical Center, Springfield, MA 1986 — 1988
Fellowship in Cardiovascular Diseases
St. Francis Hospital, Hartford, CT 1983 — 1986
Internal Medicine Residency Program
The University of Connecticut School of Medicine 1981 — 1983
Doctor of Medicine (M.D.), Medicine
Stony Brook University 1979 — 1981
Medicine
Canisius College 1975 — 1979
Bachelor of Arts (B.A.), Biology, General
Olivia Meyia, M.A's Sun Life Financial Experience March 2009 - November 2009
Job Bilingual Corporate Social Media Specialist; Comms & PR Professional ***Creating Great Online Customer Experience
Industry Public Relations and Communications
Experience
Canada Post January 2013 - Present
Diaval Virtual Communications October 2012 - Present
Freelance Blogger, and Digital Marketing Specialist June 2012 - Present
i2i Intergenerational Society March 2012 - Present
Network of Black Business & Professional Women July 2013 - Present
Athabasca University Graduate Students' Association May 2012 - May 2013
Canada Post November 2010 - July 2011
Sun Life Financial March 2009 - November 2009
James Valitchka Stand Tall and Speak Out July 2007 - October 2008
Skills
Blogging, Public Relations, Time Management, Social Media Marketing, Strategic Communications, Social Media, Research, Customer Service, Facebook, Newsletters, billingual, Internal Communications, Marketing Communications, Customer Relations, Student Affairs, Training, Publicity, student support advisor, Strategic Public..., Google Analytics, Social Networking, Community Development, Crisis Communications, Corporate Communications, Event Management, SEO, Strategic Planning, Media Relations, Creative Writing, Press Releases, Speech Writing, Community Outreach, Market Research, Proposal Writing, Web Content Management, Strategy, Corporate Branding, Project Management, International Relations, Spokesperson, Online Marketing, Social Media Measurement, Leadership, Corporate Social..., Communications Planning, Policy, Public Speaking, Web Content
Education
Stratford Career Institute 2014 — 2016
Diploma-- Legal Assistant/Paralegal, Paralegal
Athabasca University 2010 — 2013
Master's Degree, Integrated Studies: Cultural and Community Studies, A
Carleton University 2005 — 2008
Bachelor of Arts Honors degree, Mass Communication and Minor in Law, A
Saker Baptist College 1996 — 2003
G.C.E Ordinary Level, Arts
Canada Post January 2013 - Present
Diaval Virtual Communications October 2012 - Present
Freelance Blogger, and Digital Marketing Specialist June 2012 - Present
i2i Intergenerational Society March 2012 - Present
Network of Black Business & Professional Women July 2013 - Present
Athabasca University Graduate Students' Association May 2012 - May 2013
Canada Post November 2010 - July 2011
Sun Life Financial March 2009 - November 2009
James Valitchka Stand Tall and Speak Out July 2007 - October 2008
Skills
Blogging, Public Relations, Time Management, Social Media Marketing, Strategic Communications, Social Media, Research, Customer Service, Facebook, Newsletters, billingual, Internal Communications, Marketing Communications, Customer Relations, Student Affairs, Training, Publicity, student support advisor, Strategic Public..., Google Analytics, Social Networking, Community Development, Crisis Communications, Corporate Communications, Event Management, SEO, Strategic Planning, Media Relations, Creative Writing, Press Releases, Speech Writing, Community Outreach, Market Research, Proposal Writing, Web Content Management, Strategy, Corporate Branding, Project Management, International Relations, Spokesperson, Online Marketing, Social Media Measurement, Leadership, Corporate Social..., Communications Planning, Policy, Public Speaking, Web Content
Education
Stratford Career Institute 2014 — 2016
Diploma-- Legal Assistant/Paralegal, Paralegal
Athabasca University 2010 — 2013
Master's Degree, Integrated Studies: Cultural and Community Studies, A
Carleton University 2005 — 2008
Bachelor of Arts Honors degree, Mass Communication and Minor in Law, A
Saker Baptist College 1996 — 2003
G.C.E Ordinary Level, Arts
Marianne Arnaudon's Sun Life Financial Experience November 2014 - Present
Job Director, Corporate Marketing at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2014 - Present
Sun Life Financial November 2010 - Present
Sun Life Financial November 2009 - November 2010
Sun Life Financial January 2009 - November 2009
Tatham Group October 2006 - January 2009
CRTC April 2001 - June 2006
Nova Group 2004 - 2005
Skills
Internal Communications, Public Relations, Corporate Communications, Strategic Communications, Marketing Communications, Press Releases, Media Relations, Communications Planning, Speech Writing, Editing, Crisis Communications, Communications Strategy, Event Management, Newsletters, Blogging, Team Leadership, Advertising, Marketing Strategy, Copywriting
Education
University of Southern Queensland 2006 — 2010
Masters, Business Administration
Carleton University 1999 — 2003
Bachelor, Journalism
St Joseph's College School 1994 — 1999
OSSD, High School/Secondary Diplomas and Certificates
Sun Life Financial November 2014 - Present
Sun Life Financial November 2010 - Present
Sun Life Financial November 2009 - November 2010
Sun Life Financial January 2009 - November 2009
Tatham Group October 2006 - January 2009
CRTC April 2001 - June 2006
Nova Group 2004 - 2005
Skills
Internal Communications, Public Relations, Corporate Communications, Strategic Communications, Marketing Communications, Press Releases, Media Relations, Communications Planning, Speech Writing, Editing, Crisis Communications, Communications Strategy, Event Management, Newsletters, Blogging, Team Leadership, Advertising, Marketing Strategy, Copywriting
Education
University of Southern Queensland 2006 — 2010
Masters, Business Administration
Carleton University 1999 — 2003
Bachelor, Journalism
St Joseph's College School 1994 — 1999
OSSD, High School/Secondary Diplomas and Certificates
Susan Zaiser, CFP® Susan Zaiser, CFP®'s Sun Life Financial Experience September 2003 - December 2007
Job Outland Camps Project Controller Keewatinoow Camp
Industry Construction
Experience
Outland Camps July 2014 - Present
Brampton Flying Club December 2009 - Present
Port Credit Yacht Club 2009 - December 2014
BNI Canada January 2013 - July 2014
Zaiser Consulting June 2013 - April 2014
Mississauga Board of Trade 2011 - 2012
Skyservice Airlines November 2008 - March 2010
Dress for Success Toronto 2009 - 2010
Sun Life Financial September 2003 - December 2007
E.B.Eddy Forest Products Ltd./Domtar Inc. April 1982 - September 2003
Skills
Sales, Life Insurance, Disability Insurance, Financial Advisory, Financial Planners, Retirement Planning, Strategic Financial..., New Business Development, Critical Illness, Estate Planning, Retirement, Customer Service, Strategic Planning, Financial Analysis, Insurance, Small Business, Non-profit Volunteer, Investments, Dependable Team Player, Marketing Strategy, Manage Client..., Business Networking, Employee Benefits, Strategic Partnerships, Long-term Care, Wealth, Term Life Insurance, Fixed Annuities, Wealth Management
Education
Business Career College
Cambrian College
Laurentian University/Université Laurentienne
Outland Camps July 2014 - Present
Brampton Flying Club December 2009 - Present
Port Credit Yacht Club 2009 - December 2014
BNI Canada January 2013 - July 2014
Zaiser Consulting June 2013 - April 2014
Mississauga Board of Trade 2011 - 2012
Skyservice Airlines November 2008 - March 2010
Dress for Success Toronto 2009 - 2010
Sun Life Financial September 2003 - December 2007
E.B.Eddy Forest Products Ltd./Domtar Inc. April 1982 - September 2003
Skills
Sales, Life Insurance, Disability Insurance, Financial Advisory, Financial Planners, Retirement Planning, Strategic Financial..., New Business Development, Critical Illness, Estate Planning, Retirement, Customer Service, Strategic Planning, Financial Analysis, Insurance, Small Business, Non-profit Volunteer, Investments, Dependable Team Player, Marketing Strategy, Manage Client..., Business Networking, Employee Benefits, Strategic Partnerships, Long-term Care, Wealth, Term Life Insurance, Fixed Annuities, Wealth Management
Education
Business Career College
Cambrian College
Laurentian University/Université Laurentienne
Bob Villeneuve Bob Villeneuve's Sun Life Financial Experience May 2015 - Present
Job North American Food Services Manager at Sun Life Financial
Industry Food Production
Experience
Sun Life Financial May 2015 - Present
Compass Group - ESS September 2014 - May 2015
Maple Leaf Foods Inc July 2012 - September 2014
Campbell Company of Canada September 2009 - June 2012
Sysco Toronto March 2001 - September 2009
The Shopping Channel 2004 - 2008
Skills
Recipes, Culinary Skills, Food Service, Menu Development, Food, Food Safety, Cooking, Catering, Food Industry, Menu Engineering, Product Development, Sanitation, Baking, Food & Beverage, Food Preparation, Food Quality, Product Innovation, Mediterranean, Recipe Testing, Seafood, Food Processing, Bakery, Banquets, Food Cost Management, Ingredients, Culinary Management, Frozen Food, Culinary Education, Food Cost Analysis, HACCP, Meat, Public Speaking, Fine Dining, Restaurants, Pastry, Food Manufacturing, Product Demonstration, Cuisine, Restaurant Management, Food Science, Hygiene, Food Styling, Chef, Income Statement, Menu Costing, Cost Control, Flavors, Menu Design, Grocery, Food Service Operations
Education
Culinary Institute of America 2010 — 2012
Pro Chef II Certification, .
Canadore College 1992 — 1994
Culinary, Culinary
CEGEP - John Abbott College 1990 — 1992
Creative Arts
Hudson High School 1985 — 1990
Sun Life Financial May 2015 - Present
Compass Group - ESS September 2014 - May 2015
Maple Leaf Foods Inc July 2012 - September 2014
Campbell Company of Canada September 2009 - June 2012
Sysco Toronto March 2001 - September 2009
The Shopping Channel 2004 - 2008
Skills
Recipes, Culinary Skills, Food Service, Menu Development, Food, Food Safety, Cooking, Catering, Food Industry, Menu Engineering, Product Development, Sanitation, Baking, Food & Beverage, Food Preparation, Food Quality, Product Innovation, Mediterranean, Recipe Testing, Seafood, Food Processing, Bakery, Banquets, Food Cost Management, Ingredients, Culinary Management, Frozen Food, Culinary Education, Food Cost Analysis, HACCP, Meat, Public Speaking, Fine Dining, Restaurants, Pastry, Food Manufacturing, Product Demonstration, Cuisine, Restaurant Management, Food Science, Hygiene, Food Styling, Chef, Income Statement, Menu Costing, Cost Control, Flavors, Menu Design, Grocery, Food Service Operations
Education
Culinary Institute of America 2010 — 2012
Pro Chef II Certification, .
Canadore College 1992 — 1994
Culinary, Culinary
CEGEP - John Abbott College 1990 — 1992
Creative Arts
Hudson High School 1985 — 1990
Cameron Hadfield Cameron Hadfield's Sun Life Financial Experience January 2014 - May 2014
Job Assistant Property Manager at Colliers International
Industry Facilities Services
Experience
Colliers International July 2015 - Present
Brigham and Women's Hospital January 2015 - Present
Ergonomic Computer Solutions, LLC January 2015 - August 2015
The Chatham Squire September 2006 - August 2015
Akamai Technologies August 2014 - January 2015
Sun Life Financial January 2014 - May 2014
The Fox & Hound Wood Grill & Tavern September 2012 - April 2014
Pearson North America April 2013 - August 2013
KDS Air Systems, Inc. May 2011 - August 2011
Education
Wentworth Institute of Technology 2012 — 2015
Bachelor of Science (BS), Facilities Planning and Management, Minor in Business Management, 3.7/4.0
Cape Cod Community College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.7/4.0
Harwich High School 2006 — 2010
High School Diploma
Colliers International July 2015 - Present
Brigham and Women's Hospital January 2015 - Present
Ergonomic Computer Solutions, LLC January 2015 - August 2015
The Chatham Squire September 2006 - August 2015
Akamai Technologies August 2014 - January 2015
Sun Life Financial January 2014 - May 2014
The Fox & Hound Wood Grill & Tavern September 2012 - April 2014
Pearson North America April 2013 - August 2013
KDS Air Systems, Inc. May 2011 - August 2011
Education
Wentworth Institute of Technology 2012 — 2015
Bachelor of Science (BS), Facilities Planning and Management, Minor in Business Management, 3.7/4.0
Cape Cod Community College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.7/4.0
Harwich High School 2006 — 2010
High School Diploma
Lasandra Conliffe-Johnson Lasandra Conliffe-Johnson's Sun Life Financial Experience January 1995 - January 2002
Job at
Industry Education Management
Experience
TDSB June 2014 - Present
Lasj Adventures Inc. January 2013 - Present
North Toronto Early Years Learning Center August 2006 - June 2014
ORDINATOR AFTER-SCHOOL CLUB January 2006 - June 2014
Victoria's Secret August 2010 - May 2014
Td-Meloche Monnex October 2000 - September 2003
Sun Life Financial January 1995 - January 2002
Skills
Project Planning, Business Analysis, Negotiation, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Entry, Microsoft Office, Insurance
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Diploma with Honours, Early Childhood Education
Herzing Career College 1995 — 1996
Diploma, Automated Office Management
Carleton University
Carleton University
Bachelor of Arts Degree, Child Studies
TDSB June 2014 - Present
Lasj Adventures Inc. January 2013 - Present
North Toronto Early Years Learning Center August 2006 - June 2014
ORDINATOR AFTER-SCHOOL CLUB January 2006 - June 2014
Victoria's Secret August 2010 - May 2014
Td-Meloche Monnex October 2000 - September 2003
Sun Life Financial January 1995 - January 2002
Skills
Project Planning, Business Analysis, Negotiation, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Entry, Microsoft Office, Insurance
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Diploma with Honours, Early Childhood Education
Herzing Career College 1995 — 1996
Diploma, Automated Office Management
Carleton University
Carleton University
Bachelor of Arts Degree, Child Studies
Marc J. Plouffe, B.Hlth.Sc., RMT, D.Ac, CES, RRP Marc J. Plouffe, B.Hlth.Sc., RMT, D.Ac, CES, RRP's Sun Life Financial Experience 2006 - 2007
Job Work Transition Specialist at Workplace Safety and Insurance Board (WSIB)
Industry Insurance
Experience
Workplace Safety and Insurance Board (WSIB) November 2014 - Present
Marc J. Plouffe Massage Therapy and Acupuncture 1998 - Present
Manulife Financial 2009 - November 2014
ENCON Group Inc. 2008 - 2009
Heart and Stroke Foundation 2007 - 2008
Sun Life Financial 2006 - 2007
Ottawa Professional Therapy Centre 1998 - 2006
College of Massage Therapists of Ontario 2000 - 2005
CDI College, International Academy of Massage, Collège Algonquin College 1999 - 2004
Skills
Health Care..., Conflict Resolution, Ergonomics, Disability Claims..., Return to Work Programs, Conflict Facilitation, Health & Safety..., Disability Management, Health Risk Management, Health Insurance, Disability Insurance, Occupational Health, Registered Massage..., Acupuncture, Therapeutic Massage, Fitness, Training, Leadership, Healthcare, Treatment, Pain Management, Rehabilitation, Wellness, Healing, Prevention, Sports Injuries, Stress, Wellness Coaching, Holistic Health, Stress Management, Health Promotion, Insurance, Coaching
Education
VRA Canada 2014 — 2014
Designation, Registered Rehabilitation Professional
E.K. Gillin & Associates Inc
Certificate, Certified Ergonomic Specialist (graduated 2012)
Charles Sturt University
Bachelor's degree, Health Science (graduated 2005)
The Open International University for Complementary Medicines
Doctorate, Acupuncture (graduated 2000)
Sutherland-Chan School and Teaching Clinic
Diploma, Massage Therapy (2200 hour program) (graduated 1998)
Cambrian College
Diploma of Commerce (3-year bilingual), with specialization in Marketing (graduated 1994)
École Secondaire MacDonald Cartier 1989 — 1990
Collège Notre-Dame 1988 — 1989
Workplace Safety and Insurance Board (WSIB) November 2014 - Present
Marc J. Plouffe Massage Therapy and Acupuncture 1998 - Present
Manulife Financial 2009 - November 2014
ENCON Group Inc. 2008 - 2009
Heart and Stroke Foundation 2007 - 2008
Sun Life Financial 2006 - 2007
Ottawa Professional Therapy Centre 1998 - 2006
College of Massage Therapists of Ontario 2000 - 2005
CDI College, International Academy of Massage, Collège Algonquin College 1999 - 2004
Skills
Health Care..., Conflict Resolution, Ergonomics, Disability Claims..., Return to Work Programs, Conflict Facilitation, Health & Safety..., Disability Management, Health Risk Management, Health Insurance, Disability Insurance, Occupational Health, Registered Massage..., Acupuncture, Therapeutic Massage, Fitness, Training, Leadership, Healthcare, Treatment, Pain Management, Rehabilitation, Wellness, Healing, Prevention, Sports Injuries, Stress, Wellness Coaching, Holistic Health, Stress Management, Health Promotion, Insurance, Coaching
Education
VRA Canada 2014 — 2014
Designation, Registered Rehabilitation Professional
E.K. Gillin & Associates Inc
Certificate, Certified Ergonomic Specialist (graduated 2012)
Charles Sturt University
Bachelor's degree, Health Science (graduated 2005)
The Open International University for Complementary Medicines
Doctorate, Acupuncture (graduated 2000)
Sutherland-Chan School and Teaching Clinic
Diploma, Massage Therapy (2200 hour program) (graduated 1998)
Cambrian College
Diploma of Commerce (3-year bilingual), with specialization in Marketing (graduated 1994)
École Secondaire MacDonald Cartier 1989 — 1990
Collège Notre-Dame 1988 — 1989
Steven Grossman, PMP, CBAP Steven Grossman, PMP, CBAP's Sun Life Financial Experience March 2015 - Present
Job IT Project Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2015 - Present
Sun Life Financial April 2013 - March 2015
Sun Life Financial December 2009 - April 2013
Sun Life Financial December 2008 - December 2009
Sun Life Financial May 2004 - December 2008
Sun Life Financial September 2001 - May 2004
Clarica May 2000 - September 2001
Clarica April 1999 - May 2000
Skills
Business Requirements, Business Analysis, Requirements Gathering, Visio, Requirements Analysis, Process Improvement, Usability, Coaching, Mentoring, Practice Development, Practice Consulting, User Experience, Flow Diagrams, Root Cause Analysis, Root Cause Problem..., Continuous Improvement, Workflow
Education
McMaster University 1996 — 1999
Bachelor of Science (B.Sc.), Life Sciences
CDI college 2005 — 2006
Certification, Advanced Business Analysis
KCI
Sun Life Financial March 2015 - Present
Sun Life Financial April 2013 - March 2015
Sun Life Financial December 2009 - April 2013
Sun Life Financial December 2008 - December 2009
Sun Life Financial May 2004 - December 2008
Sun Life Financial September 2001 - May 2004
Clarica May 2000 - September 2001
Clarica April 1999 - May 2000
Skills
Business Requirements, Business Analysis, Requirements Gathering, Visio, Requirements Analysis, Process Improvement, Usability, Coaching, Mentoring, Practice Development, Practice Consulting, User Experience, Flow Diagrams, Root Cause Analysis, Root Cause Problem..., Continuous Improvement, Workflow
Education
McMaster University 1996 — 1999
Bachelor of Science (B.Sc.), Life Sciences
CDI college 2005 — 2006
Certification, Advanced Business Analysis
KCI
Robin Tritta, FLMI, ACS, AAPA, E2.0p, ECMp Robin Tritta, FLMI, ACS, AAPA, E2.0p, ECMp's Sun Life Financial Experience February 2012 - Present
Job Sr. Documentation and Writing Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial February 2012 - Present
Sun Life Financial April 2008 - February 2012
Sun Life Financial October 2005 - April 2008
Sun Life Financial April 2002 - October 2005
Sun Life Financial May 2000 - December 2002
Skills
Web Project Management, Wikis, Technical Writing, Documentation, Knowledge Management, Information Architecture, Content Management, Document Management, CMS, Web Content Management, Visio, Change Management, Enterprise Content..., Social Media, HTML, Enterprise 2.0, Team Leadership, Software Documentation, Training Delivery, Instructional Design, Training, Project Management, Technical Documentation, SharePoint, SnagIt, Technical Training, RoboHelp
Education
Middlesex Community College 2006 — 2007
Writing Technical Information Certificate, Technical Communications
Centenary College 1967 — 1969
Associate, Communication
Sun Life Financial February 2012 - Present
Sun Life Financial April 2008 - February 2012
Sun Life Financial October 2005 - April 2008
Sun Life Financial April 2002 - October 2005
Sun Life Financial May 2000 - December 2002
Skills
Web Project Management, Wikis, Technical Writing, Documentation, Knowledge Management, Information Architecture, Content Management, Document Management, CMS, Web Content Management, Visio, Change Management, Enterprise Content..., Social Media, HTML, Enterprise 2.0, Team Leadership, Software Documentation, Training Delivery, Instructional Design, Training, Project Management, Technical Documentation, SharePoint, SnagIt, Technical Training, RoboHelp
Education
Middlesex Community College 2006 — 2007
Writing Technical Information Certificate, Technical Communications
Centenary College 1967 — 1969
Associate, Communication
Kimberly Upshaw's Sun Life Financial Experience November 2012 - March 2015
Job IT Project Manager at The Hartford
Industry Insurance
Experience
Daughters of Esther Mentorship Program September 2007 - Present
The Hartford March 2015 - Present
Sun Life Financial November 2012 - March 2015
Travelers January 2008 - November 2012
Travelers December 2006 - January 2008
CIGNA Healthcare 2001 - 2006
Skills
Insurance, Project Management, Demand Management, Resource Management, Project Planning, Process Improvement, Visio, Management, Budgets
Education
Cambridge College 2005 — 2007
Master's degree, Business Management
High School
Daughters of Esther Mentorship Program September 2007 - Present
The Hartford March 2015 - Present
Sun Life Financial November 2012 - March 2015
Travelers January 2008 - November 2012
Travelers December 2006 - January 2008
CIGNA Healthcare 2001 - 2006
Skills
Insurance, Project Management, Demand Management, Resource Management, Project Planning, Process Improvement, Visio, Management, Budgets
Education
Cambridge College 2005 — 2007
Master's degree, Business Management
High School
Kip Whitaker Kip Whitaker's Sun Life Financial Experience July 1999 - August 2013
Job Director IT at Delaware Life Insurance Company
Industry Insurance
Experience
Delaware Life Insurance Company May 2015 - Present
Delaware Life August 2013 - Present
Sun Life Financial July 1999 - August 2013
Sunlife Financial 1999 - 2009
Skills
Management, Program Management, Process Improvement, IT Strategy, Active Directory, Change Management, Analysis, Customer Service, Requirements Gathering, Technical Support, Testing, Vendor Management, Software Documentation, IT Management
Education
Cape Cod Community College 1987 — 1989
Business
Delaware Life Insurance Company May 2015 - Present
Delaware Life August 2013 - Present
Sun Life Financial July 1999 - August 2013
Sunlife Financial 1999 - 2009
Skills
Management, Program Management, Process Improvement, IT Strategy, Active Directory, Change Management, Analysis, Customer Service, Requirements Gathering, Technical Support, Testing, Vendor Management, Software Documentation, IT Management
Education
Cape Cod Community College 1987 — 1989
Business
Jessica Frid's Sun Life Financial Experience 2011 - May 2012
Job Student at Seneca College of Applied Arts and Technology
Industry Legal Services
Experience
Cineplex Digital Solutions 2013 - 2013
Sun Life Financial 2011 - May 2012
Randstad 2011 - 2011
Randstad 2011 - 2011
Randstad October 2010 - December 2010
Reitmans 2009 - 2010
Lenscrafters 2009 - 2010
Danier Leather 2008 - 2008
Elemental Data Collection Inc. 2008 - 2008
Brewster Travel Canada May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Law Clerk Diploma, Canadian Law/Legal Studies/Jurisprudence, 4.0
Carleton University 2006 — 2009
Political Science and Government
Cineplex Digital Solutions 2013 - 2013
Sun Life Financial 2011 - May 2012
Randstad 2011 - 2011
Randstad 2011 - 2011
Randstad October 2010 - December 2010
Reitmans 2009 - 2010
Lenscrafters 2009 - 2010
Danier Leather 2008 - 2008
Elemental Data Collection Inc. 2008 - 2008
Brewster Travel Canada May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Law Clerk Diploma, Canadian Law/Legal Studies/Jurisprudence, 4.0
Carleton University 2006 — 2009
Political Science and Government
Arika Patil Arika Patil's Sun Life Financial Experience August 2007 - September 2008
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Bank of Montreal June 2010 - 2010
CTVglobemedia September 2009 - November 2009
Sun Life Financial August 2007 - September 2008
Skills
Press Releases, Media Relations, Public Relations, Community Development, Blogging, Editing, Sponsorship, Training, CRM, Customer Service, Strategic Communications, Internal Communications, Corporate Communications, Crisis Communications, Speech Writing, Marketing Communications, Social Media, Publicity, Communications Planning, Copywriting
Education
Humber College 2009 — 2009
Post Graduate, Public Relations
Carleton University 2002 — 2007
B.A., Political Science
Seneca College of Applied Arts and Technology 2000 — 2002
Ontario College Diploma, Fashion Merchandising and Marketing
Bank of Montreal June 2010 - 2010
CTVglobemedia September 2009 - November 2009
Sun Life Financial August 2007 - September 2008
Skills
Press Releases, Media Relations, Public Relations, Community Development, Blogging, Editing, Sponsorship, Training, CRM, Customer Service, Strategic Communications, Internal Communications, Corporate Communications, Crisis Communications, Speech Writing, Marketing Communications, Social Media, Publicity, Communications Planning, Copywriting
Education
Humber College 2009 — 2009
Post Graduate, Public Relations
Carleton University 2002 — 2007
B.A., Political Science
Seneca College of Applied Arts and Technology 2000 — 2002
Ontario College Diploma, Fashion Merchandising and Marketing
Ondrej Cistecky's Sun Life Financial Experience October 2005 - August 2006
Job Director, Market Risk
Industry Financial Services
Experience
Citi August 2015 - Present
Nomura Securities September 2009 - October 2014
Lehman Brothers/Barclays October 2008 - September 2009
Sun Life Financial October 2005 - August 2006
Sun Life Financial June 2002 - September 2005
Skills
Fixed Income, Swaptions, Market Making, Interest Rate..., Hedging, Risk Management, Trading, Interest Rate Risk..., Financial Modeling, Financial Analysis, Data Analysis, Corporate Finance, Strategy, Business Strategy, Analysis, Business Analysis, Cross-functional Team..., Options
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
Master of Business Administration (MBA)
Worcester Polytechnic Institute 1998 — 2002
Bachelor of Science (BS), Mathematics
Lehaman Brothers 2007
Lehaman Brothers 2007
Citi August 2015 - Present
Nomura Securities September 2009 - October 2014
Lehman Brothers/Barclays October 2008 - September 2009
Sun Life Financial October 2005 - August 2006
Sun Life Financial June 2002 - September 2005
Skills
Fixed Income, Swaptions, Market Making, Interest Rate..., Hedging, Risk Management, Trading, Interest Rate Risk..., Financial Modeling, Financial Analysis, Data Analysis, Corporate Finance, Strategy, Business Strategy, Analysis, Business Analysis, Cross-functional Team..., Options
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
Master of Business Administration (MBA)
Worcester Polytechnic Institute 1998 — 2002
Bachelor of Science (BS), Mathematics
Lehaman Brothers 2007
Lehaman Brothers 2007
Susan Meltzer's Sun Life Financial Experience April 1996 - March 2006
Job Vice President, Risk at Aviva Canada
Industry Insurance
Experience
Aviva Canada February 2014 - Present
Aviva Canada April 2006 - February 2014
Aviva North America April 2006 - September 2012
Sun Life Financial April 1996 - March 2006
Bell Canada 1996 - 2006
Risk and Insurance Management Society May 1992 - May 2001
Skills
Enterprise Risk..., Risk Management, Insurance, Financial Risk, Underwriting, Claim, Operational Risk..., Risk Assessment, Governance, Property & Casualty..., Financial Analysis, Financial Services, Credit Risk
Education
Insurance Institute of Canada 1982 — 1986
Fellow, Chartered Insurance Professional
Carleton University 1972 — 1975
Bachelor of Arts (B.A.), English Literature
Aviva Canada February 2014 - Present
Aviva Canada April 2006 - February 2014
Aviva North America April 2006 - September 2012
Sun Life Financial April 1996 - March 2006
Bell Canada 1996 - 2006
Risk and Insurance Management Society May 1992 - May 2001
Skills
Enterprise Risk..., Risk Management, Insurance, Financial Risk, Underwriting, Claim, Operational Risk..., Risk Assessment, Governance, Property & Casualty..., Financial Analysis, Financial Services, Credit Risk
Education
Insurance Institute of Canada 1982 — 1986
Fellow, Chartered Insurance Professional
Carleton University 1972 — 1975
Bachelor of Arts (B.A.), English Literature
Derek Yarnell's Sun Life Financial Experience February 2011 - Present
Job Manager, Corporate Communications at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2011 - Present
Education
Carleton University 1992 — 1998
Sun Life Financial February 2011 - Present
Education
Carleton University 1992 — 1998
Judy Deck's Sun Life Financial Experience Sales ManagerSun Life FinancialAugust 2011 - Present
Job Manager
Industry Insurance
Experience
Sun Life Financial Sales ManagerSun Life FinancialAugust 2011 - Present
Mutual of Omaha April 2005 - August 2011
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Critical Illness, New Business Development, Sales Management, Health Insurance, Insurance, Life Insurance, Long-term Care, Brokers, Sales, Health Savings Accounts, Underwriting, Benefits Administration
Education
California State University-Sacramento
Bachelor of Science, Business Administration
Sun Life Financial Sales ManagerSun Life FinancialAugust 2011 - Present
Mutual of Omaha April 2005 - August 2011
Skills
Disability Insurance, Employee Benefits, Term Life Insurance, Critical Illness, New Business Development, Sales Management, Health Insurance, Insurance, Life Insurance, Long-term Care, Brokers, Sales, Health Savings Accounts, Underwriting, Benefits Administration
Education
California State University-Sacramento
Bachelor of Science, Business Administration
Scott Leger's Sun Life Financial Experience 2006 - Present
Job Senior Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial 2006 - Present
Sun Life Financial September 2001 - Present
Clarica 1996 - Present
Clarica / Sunlife Financial 1996 - 2001
The Mutual Group 1996 - 1999
MetLife Canada 1987 - 1996
Skills
Enterprise Architecture, Disaster Recovery, Solution Architecture, ITIL, AIX, SharePoint, Vendor Management, Integration, Project Portfolio..., PMO, Active Directory, SDLC, Virtualization, Business Analysis, Technical Architecture, Governance, IT Strategy, IT Management, Visual Basic, VBScript, Business Process..., System Deployment, Data Center
Education
Carleton University 1978 — 1982
Bachelor of Arts (B.A.), Economics
CCVS 1973 — 1978
Sun Life Financial 2006 - Present
Sun Life Financial September 2001 - Present
Clarica 1996 - Present
Clarica / Sunlife Financial 1996 - 2001
The Mutual Group 1996 - 1999
MetLife Canada 1987 - 1996
Skills
Enterprise Architecture, Disaster Recovery, Solution Architecture, ITIL, AIX, SharePoint, Vendor Management, Integration, Project Portfolio..., PMO, Active Directory, SDLC, Virtualization, Business Analysis, Technical Architecture, Governance, IT Strategy, IT Management, Visual Basic, VBScript, Business Process..., System Deployment, Data Center
Education
Carleton University 1978 — 1982
Bachelor of Arts (B.A.), Economics
CCVS 1973 — 1978
Cathy Halvorson's Sun Life Financial Experience August 2012 - Present
Job Project Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
MD Physician Services March 2005 - March 2012
AIM Trimark (now called Invesco Trimark) October 2003 - July 2004
The Canada Life Assurance Company March 2001 - September 2003
The Canada Life Assurance Company April 2000 - March 2001
The Canada Life Assurance Company April 1998 - April 2000
Skills
Marketing Communications, Crisis Communications, Product Marketing, Group and individual..., Strategic Planning, Writing, Continuous Process..., Project Management, Prioritization, Partner Relationship..., Change Management, Team Leadership, Performance Management, Coaching Staff, Continuous learning, Internal Communications, Product Management, PMO, Investments, Process Improvement, Organization &..., Insurance, Life Insurance, Marketing Strategy, Marketing, Competitive Analysis, Financial Services, Leadership, Mutual Funds, Wealth Management, Management
Education
The University of British Columbia 1996 — 1997
MBA, Specialization - Marketing
Carleton University 1988 — 1992
BA, Mass Communications, Political Science
Sun Life Financial August 2012 - Present
MD Physician Services March 2005 - March 2012
AIM Trimark (now called Invesco Trimark) October 2003 - July 2004
The Canada Life Assurance Company March 2001 - September 2003
The Canada Life Assurance Company April 2000 - March 2001
The Canada Life Assurance Company April 1998 - April 2000
Skills
Marketing Communications, Crisis Communications, Product Marketing, Group and individual..., Strategic Planning, Writing, Continuous Process..., Project Management, Prioritization, Partner Relationship..., Change Management, Team Leadership, Performance Management, Coaching Staff, Continuous learning, Internal Communications, Product Management, PMO, Investments, Process Improvement, Organization &..., Insurance, Life Insurance, Marketing Strategy, Marketing, Competitive Analysis, Financial Services, Leadership, Mutual Funds, Wealth Management, Management
Education
The University of British Columbia 1996 — 1997
MBA, Specialization - Marketing
Carleton University 1988 — 1992
BA, Mass Communications, Political Science
Jim Misasi's Sun Life Financial Experience January 1999 - March 2004
Job Director BES Management
Industry Information Technology and Services
Experience
RIM April 2004 - Present
Sun Life Financial January 1999 - March 2004
Sun Life Financial July 1991 - December 1998
Education
Carleton University 1987 — 1991
Honours Bachelor of Commerce, Business/Commerce, General, Computer Science
RIM April 2004 - Present
Sun Life Financial January 1999 - March 2004
Sun Life Financial July 1991 - December 1998
Education
Carleton University 1987 — 1991
Honours Bachelor of Commerce, Business/Commerce, General, Computer Science
Kristin (Schouler) Miller, MSEd's Sun Life Financial Experience 2001 - 2002
Job Vice President, Learning & Leadership Development at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2010 - Present
Randolph Savings Bank October 2008 - June 2010
Countrywide Bank December 2005 - October 2008
Independent Financial Marketing Group (IFMG) June 2002 - December 2005
Sun Life Financial 2001 - 2002
Keyport Life Insurance Company 1998 - 2001
Skills
Banking, Risk Management, Leadership, Management, Coaching, Financial Services, Vendor Management, E-Learning, Microsoft Office, Process Improvement, Credit, Loans, Mortgage Lending, Training, Investments, Leadership Development
Education
Capella University 2008 — 2012
MS Education, Training and Performance Improvement
Westfield State University 1992 — 1994
Bachelor of Arts (BA), Mass Communication/Media Studies
Bank of America Merrill Lynch June 2010 - Present
Randolph Savings Bank October 2008 - June 2010
Countrywide Bank December 2005 - October 2008
Independent Financial Marketing Group (IFMG) June 2002 - December 2005
Sun Life Financial 2001 - 2002
Keyport Life Insurance Company 1998 - 2001
Skills
Banking, Risk Management, Leadership, Management, Coaching, Financial Services, Vendor Management, E-Learning, Microsoft Office, Process Improvement, Credit, Loans, Mortgage Lending, Training, Investments, Leadership Development
Education
Capella University 2008 — 2012
MS Education, Training and Performance Improvement
Westfield State University 1992 — 1994
Bachelor of Arts (BA), Mass Communication/Media Studies
Harry Don, PMP's Sun Life Financial Experience July 2014 - Present
Job Configuration Management Analyst at Sun Life Financial
Industry Telecommunications
Experience
Sun Life Financial July 2014 - Present
Skills
BMC Remedy, Blackberry, Incident Management, IT Service Management, PMP, Mobile Technology, Telecommunications, Wireless, IT Operations, ITIL Certified, CMDB, Configuration Management, Change Management, Problem Management, Blackberry Enterprise..., Vendor Management, Project Management, PMO, SDLC, Information Technology, Service Delivery, System Deployment, IT Management, Professional Services, Project Portfolio..., Data Center, Management, Disaster Recovery, Project Delivery, Integration, Service Management, ITIL, Enterprise Architecture, IT Strategy, Software Project..., Business Process, Certified Project..., Resource Management, Infrastructure, Requirements Analysis, Release Management, Hardware, Agile Project Management, Requirements Gathering, Visio, MS Project
Education
Carleton University 1979 — 1983
BSc
Sun Life Financial July 2014 - Present
Skills
BMC Remedy, Blackberry, Incident Management, IT Service Management, PMP, Mobile Technology, Telecommunications, Wireless, IT Operations, ITIL Certified, CMDB, Configuration Management, Change Management, Problem Management, Blackberry Enterprise..., Vendor Management, Project Management, PMO, SDLC, Information Technology, Service Delivery, System Deployment, IT Management, Professional Services, Project Portfolio..., Data Center, Management, Disaster Recovery, Project Delivery, Integration, Service Management, ITIL, Enterprise Architecture, IT Strategy, Software Project..., Business Process, Certified Project..., Resource Management, Infrastructure, Requirements Analysis, Release Management, Hardware, Agile Project Management, Requirements Gathering, Visio, MS Project
Education
Carleton University 1979 — 1983
BSc
Jason Kassouf's Sun Life Financial Experience April 2014 - Present
Job Financial Center Manager at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial April 2014 - Present
Manulife Financial January 2013 - April 2014
RBC Global Asset Management January 2010 - January 2013
RBC Insurance September 2005 - January 2010
Sun Life Financial May 2004 - September 2005
Jason Kassouf 2001 - May 2004
Skills
Insurance, Disability Insurance, Estate Planning, Estate Tax Planning, Investments, Sales Management, Sales Presentations, Insurance Planning, Financial Planning, Strategic Financial..., Financial Planners, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Investment Strategies, Wealth, Financial Services, Asset Allocation, Business Development, Financial Advisory, Securities, Life Insurance
Education
Information Technology Institute (ITI) 2001 — 2001
Applied Information Technology, Information Technology
University College of Cape Breton 1996 — 2000
Bachelor of Business Administration, Finance
Sun Life Financial April 2014 - Present
Manulife Financial January 2013 - April 2014
RBC Global Asset Management January 2010 - January 2013
RBC Insurance September 2005 - January 2010
Sun Life Financial May 2004 - September 2005
Jason Kassouf 2001 - May 2004
Skills
Insurance, Disability Insurance, Estate Planning, Estate Tax Planning, Investments, Sales Management, Sales Presentations, Insurance Planning, Financial Planning, Strategic Financial..., Financial Planners, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Investment Strategies, Wealth, Financial Services, Asset Allocation, Business Development, Financial Advisory, Securities, Life Insurance
Education
Information Technology Institute (ITI) 2001 — 2001
Applied Information Technology, Information Technology
University College of Cape Breton 1996 — 2000
Bachelor of Business Administration, Finance
Lijuan Bian's Sun Life Financial Experience March 2011 - June 2011
Job Supply Chain Analyst at Loblaws Companies Ltd
Industry Logistics and Supply Chain
Experience
Loblaws Companies Ltd August 2011 - Present
Sun Life Financial March 2011 - June 2011
Education
University of Waterloo
Master, Economic Development
Capital Normal University 1995 — 1999
Wilfrid Laurier University
Master, Communications
Loblaws Companies Ltd August 2011 - Present
Sun Life Financial March 2011 - June 2011
Education
University of Waterloo
Master, Economic Development
Capital Normal University 1995 — 1999
Wilfrid Laurier University
Master, Communications
Wynne Anne Meaney's Sun Life Financial Experience November 2014 - Present
Job Product Manager, Group Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 2014 - Present
Sun Life Financial April 2010 - October 2014
Sun Life Financial December 2005 - April 2010
Sun Life Financial June 2004 - December 2005
Martime Life/Manulife June 2000 - June 2004
Aetna Canada July 1989 - June 2000
Skills
Insurance, Proposal Writing, Business Development, Team Management, Leadership, Sales, Employee Benefits, Management, Strategic Planning, Risk Management, Health Insurance, Disability Insurance, Process Improvement, Change Management, Team Leadership, Life Insurance, Coaching, Project Management, Marketing Strategy, Customer Service, Group Benefits, Product Development
Education
Queen's University
Queen's Marketing Program
Saint Mary's University 2002 — 2004
Schulich Executive Education Centre, Diploma in Management
Ryerson University 1989 — 1991
Public Relations and Journalism
Capilano College 1985 — 1987
Diploma, Media Arts
Sun Life Financial November 2014 - Present
Sun Life Financial April 2010 - October 2014
Sun Life Financial December 2005 - April 2010
Sun Life Financial June 2004 - December 2005
Martime Life/Manulife June 2000 - June 2004
Aetna Canada July 1989 - June 2000
Skills
Insurance, Proposal Writing, Business Development, Team Management, Leadership, Sales, Employee Benefits, Management, Strategic Planning, Risk Management, Health Insurance, Disability Insurance, Process Improvement, Change Management, Team Leadership, Life Insurance, Coaching, Project Management, Marketing Strategy, Customer Service, Group Benefits, Product Development
Education
Queen's University
Queen's Marketing Program
Saint Mary's University 2002 — 2004
Schulich Executive Education Centre, Diploma in Management
Ryerson University 1989 — 1991
Public Relations and Journalism
Capilano College 1985 — 1987
Diploma, Media Arts
Peter Way's Sun Life Financial Experience September 2005 - January 2006
Job Senior Associate Director of Athletics, Head Baseball Coach at Cazenovia College
Industry Higher Education
Experience
Cazenovia College August 2013 - Present
Cazenovia College January 2006 - Present
Cazenovia College January 2008 - August 2013
Cazenovia College February 2007 - December 2007
Sun Life Financial September 2005 - January 2006
Skills
Higher Education, Fundraising, Annual Giving, Public Speaking, Program Development, Non-profits, Event Management, Sports Management, Event Planning, Community Outreach, Teaching, Social Media, Baseball, Coaching, Sports Marketing, Sports, Editing, Alumni Relations, Athletics, Intercollegiate..., Stewardship, Scouting, Sports Coaching, Strategic Planning, Budgets, Training
Education
Cazenovia College 2001 — 2003
BPS, Management
Herkimer County Community College 2000 — 2001
Associate of Arts and Sciences (AAS), General Studies
Cazenovia College August 2013 - Present
Cazenovia College January 2006 - Present
Cazenovia College January 2008 - August 2013
Cazenovia College February 2007 - December 2007
Sun Life Financial September 2005 - January 2006
Skills
Higher Education, Fundraising, Annual Giving, Public Speaking, Program Development, Non-profits, Event Management, Sports Management, Event Planning, Community Outreach, Teaching, Social Media, Baseball, Coaching, Sports Marketing, Sports, Editing, Alumni Relations, Athletics, Intercollegiate..., Stewardship, Scouting, Sports Coaching, Strategic Planning, Budgets, Training
Education
Cazenovia College 2001 — 2003
BPS, Management
Herkimer County Community College 2000 — 2001
Associate of Arts and Sciences (AAS), General Studies
Alvaro Montana's Sun Life Financial Experience 1997 - 2008
Job Business Systems Analyst at American Express
Industry Computer Software
Experience
American Express August 2010 - April 2013
Centennial College September 2009 - 2010
Sun Life Financial 1997 - 2008
BAVARIA S.A. June 1993 - May 1997
Skills
Software Project..., Process Improvement, Testing, Business Process, Mainframe, Quality Center, Software Documentation, Requirements Analysis, Access, Crystal Reports, PMP, Project Portfolio..., Change Management, SDLC, Oracle, DB2, SQL, Software Development, Team Leadership, Business Analysis, PL/SQL, Requirements Gathering
Education
University of Louisiana at Lafayette
Bachelor of Science Degree (B.Sc.), Computer Science
Centennial College
Software Engineering
Colegio Nueva Granada
American Express August 2010 - April 2013
Centennial College September 2009 - 2010
Sun Life Financial 1997 - 2008
BAVARIA S.A. June 1993 - May 1997
Skills
Software Project..., Process Improvement, Testing, Business Process, Mainframe, Quality Center, Software Documentation, Requirements Analysis, Access, Crystal Reports, PMP, Project Portfolio..., Change Management, SDLC, Oracle, DB2, SQL, Software Development, Team Leadership, Business Analysis, PL/SQL, Requirements Gathering
Education
University of Louisiana at Lafayette
Bachelor of Science Degree (B.Sc.), Computer Science
Centennial College
Software Engineering
Colegio Nueva Granada
Brian Hawley's Sun Life Financial Experience January 2000 - April 2003
Job Investment Advisor at 3D Asset Management
Industry Investment Management
Experience
3D Asset Management January 2007 - Present
Sun Life Financial January 2000 - April 2003
Paul Revere Insurance 1986 - 1997
Education
Carleton University 1969 — 1973
Bachelor of Science, Mathematics, Economics
3D Asset Management January 2007 - Present
Sun Life Financial January 2000 - April 2003
Paul Revere Insurance 1986 - 1997
Education
Carleton University 1969 — 1973
Bachelor of Science, Mathematics, Economics
Roy Hanson's Sun Life Financial Experience April 2005 - Present
Job Underwriting Senior Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2005 - Present
Pegasystems 2002 - February 2005
Anthem Blue Cross and Blue Shield 1997 - 2002
Healthsource New Hampshire - CIGNA 1995 - 1997
Blue Cross Blue Shield of Massachusetts 1994 - 1995
Liberty Mutual Insurance January 1991 - 1994
Prudential Life Assurance Company of the United States 1985 - 1990
Skills
Insurance, Underwriting, Health Insurance, Life Insurance, Claim
Education
Carleton College 1975 — 1979
BA, History
Sun Life Financial April 2005 - Present
Pegasystems 2002 - February 2005
Anthem Blue Cross and Blue Shield 1997 - 2002
Healthsource New Hampshire - CIGNA 1995 - 1997
Blue Cross Blue Shield of Massachusetts 1994 - 1995
Liberty Mutual Insurance January 1991 - 1994
Prudential Life Assurance Company of the United States 1985 - 1990
Skills
Insurance, Underwriting, Health Insurance, Life Insurance, Claim
Education
Carleton College 1975 — 1979
BA, History
Tina Bakin's Sun Life Financial Experience 2014 - Present
Job Director Talent Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2014 - Present
TD Bank 2010 - 2014
TD Bank 2007 - 2010
TD Bank 2002 - 2007
Workplace Safety and Insurance Board (WSIB) 1987 - 2002
Skills
Financial Services, Restructuring, Workforce Planning, Succession Planning, Employee Engagement, Onboarding, Deferred Compensation, Talent Management, Organizational Design, Performance Management, Talent Acquisition, Employee Relations, Employer Branding, Applicant Tracking..., New Hire Orientations, HR Consulting, Human Resources, Recruiting, People Development, Leadership, Management, Personnel Management, HR Policies, Strategic Communications, Relationship Management
Education
Carleton University
Bachelor of Arts (B.A.), Mass Communications, School of Journalism
Cordon Bleu - Paris France
Culinary Arts, Diploma
Sun Life Financial 2014 - Present
TD Bank 2010 - 2014
TD Bank 2007 - 2010
TD Bank 2002 - 2007
Workplace Safety and Insurance Board (WSIB) 1987 - 2002
Skills
Financial Services, Restructuring, Workforce Planning, Succession Planning, Employee Engagement, Onboarding, Deferred Compensation, Talent Management, Organizational Design, Performance Management, Talent Acquisition, Employee Relations, Employer Branding, Applicant Tracking..., New Hire Orientations, HR Consulting, Human Resources, Recruiting, People Development, Leadership, Management, Personnel Management, HR Policies, Strategic Communications, Relationship Management
Education
Carleton University
Bachelor of Arts (B.A.), Mass Communications, School of Journalism
Cordon Bleu - Paris France
Culinary Arts, Diploma
Alex Sanna's Sun Life Financial Experience September 2001 - June 2004
Job Senior SQL Server DBA at Lone Wolf Real Estate Technologies
Industry Telecommunications
Experience
Lone Wolf Real Estate Technologies April 2015 - Present
BlackBerry August 2013 - May 2014
BlackBerry November 2004 - May 2014
Sun Life Financial September 2001 - June 2004
OpenText October 1998 - September 2001
MISI August 1996 - September 1998
Skills
Problem Solving, Blackberry, Troubleshooting, Technical Support, Windows Server, Active Directory, Linux, TCP/IP, Wireless, Customer Service, Disaster Recovery, Sales, Social Media, Microsoft SQL Server, SQL Server Management..., SQL*Plus, T-SQL, SQL Tuning, SharePoint..., System Administration, Database Administration, Database Design, Relational Databases, Visual Basic, Oracle Database, Oracle Enterprise..., Oracle SQL Developer, T-SQL Stored Procedures, SSIS, SSAS 2008, Windows XP, Time Tracking, Unix Administration, Linux System..., 24x7 Production Support, Software Installation, Technical Documentation, End User Training, Architectural Design, Software Development, Software Testing Life..., Root Cause Problem..., DTS, Clustered Systems, On-call Support, Software Project..., User Acceptance Testing, Vendor Management, Shell Scripting, HTML Scripting
Education
University of Guelph 1990 — 1994
BSc, Biology
CDI College 1997 — 1998
Diploma, Computer Programing
Lone Wolf Real Estate Technologies April 2015 - Present
BlackBerry August 2013 - May 2014
BlackBerry November 2004 - May 2014
Sun Life Financial September 2001 - June 2004
OpenText October 1998 - September 2001
MISI August 1996 - September 1998
Skills
Problem Solving, Blackberry, Troubleshooting, Technical Support, Windows Server, Active Directory, Linux, TCP/IP, Wireless, Customer Service, Disaster Recovery, Sales, Social Media, Microsoft SQL Server, SQL Server Management..., SQL*Plus, T-SQL, SQL Tuning, SharePoint..., System Administration, Database Administration, Database Design, Relational Databases, Visual Basic, Oracle Database, Oracle Enterprise..., Oracle SQL Developer, T-SQL Stored Procedures, SSIS, SSAS 2008, Windows XP, Time Tracking, Unix Administration, Linux System..., 24x7 Production Support, Software Installation, Technical Documentation, End User Training, Architectural Design, Software Development, Software Testing Life..., Root Cause Problem..., DTS, Clustered Systems, On-call Support, Software Project..., User Acceptance Testing, Vendor Management, Shell Scripting, HTML Scripting
Education
University of Guelph 1990 — 1994
BSc, Biology
CDI College 1997 — 1998
Diploma, Computer Programing
Steve Bootsma's Sun Life Financial Experience March 1999 - Present
Job Knowledge Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 1999 - Present
Woodland Christian High School January 1990 - June 1997
Skills
Change Management, Process Improvement, Business Process, PMO, Business Analysis, PCI DSS, Instructional Design, Project Management, Strategic Planning, Business Strategy, Knowledge Sharing, Soft Skills, Leadership Development, Coaching, Photoshop, Training Delivery, Microsoft Office, Leadership, Team Leadership, Business Process..., Technical Writing, Analysis, Project Planning
Education
Calvin College 1985 — 1989
BSc, Chemistry, Secondary Education
Sun Life Financial March 1999 - Present
Woodland Christian High School January 1990 - June 1997
Skills
Change Management, Process Improvement, Business Process, PMO, Business Analysis, PCI DSS, Instructional Design, Project Management, Strategic Planning, Business Strategy, Knowledge Sharing, Soft Skills, Leadership Development, Coaching, Photoshop, Training Delivery, Microsoft Office, Leadership, Team Leadership, Business Process..., Technical Writing, Analysis, Project Planning
Education
Calvin College 1985 — 1989
BSc, Chemistry, Secondary Education
Judy Vanden Bos's Sun Life Financial Experience March 2013 - Present
Job Financial Security Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2013 - Present
Sun Life Financial Investment Services March 2013 - Present
Skills
Financial Planning, Critical Illness, Insurance Planning, Investments, Retirement Planning, Disability Insurance, Mutual Funds, Retirement, Segregated Funds, Financial Advice, Insurance, Financial Planners, Strategic Financial..., Financial Advisory, Finance, Financial Services, Risk Management, Wealth, Wealth Management, Investment Strategies, Estate Planning, Investment Advisory, Asset Allocation, Personal Finance, Mortgage Lending, Portfolio Management, Asset Management, Wealth Accumulation, Residential Mortgages
Education
Carleton University 1987 — 1991
Commerce, Business
Sun Life Financial March 2013 - Present
Sun Life Financial Investment Services March 2013 - Present
Skills
Financial Planning, Critical Illness, Insurance Planning, Investments, Retirement Planning, Disability Insurance, Mutual Funds, Retirement, Segregated Funds, Financial Advice, Insurance, Financial Planners, Strategic Financial..., Financial Advisory, Finance, Financial Services, Risk Management, Wealth, Wealth Management, Investment Strategies, Estate Planning, Investment Advisory, Asset Allocation, Personal Finance, Mortgage Lending, Portfolio Management, Asset Management, Wealth Accumulation, Residential Mortgages
Education
Carleton University 1987 — 1991
Commerce, Business
Melissa Kennedy's Sun Life Financial Experience June 2014 - Present
Job at
Industry Investment Management
Experience
Sun Life Financial June 2014 - Present
Ontario Teachers' Pension Plan July 2009 - Present
CIBC August 2003 - April 2009
Ontario Securities Commission February 2001 - July 2003
Kelly Affleck Greene June 1993 - January 2001
Fasken Martineau DuMoulin 1989 - 1993
Skills
Litigation, Mergers & Acquisitions, Risk Management, Governance, Corporate Governance, Hedge Funds, Securities, Capital Markets, Private Equity, Alternative Investments, Securities Litigation, Due Diligence, Investment Management, Derivatives, Equities, Cross-border..., M&A experience, Venture Capital, Corporate Law, Mutual Funds
Education
University of Toronto - Rotman School of Management 2009 — 2010
ICD.D, Director Education Program
University of Toronto 1984 — 1987
LL.B., Law
Carleton University 1980 — 1984
B.A., Economics
Sun Life Financial June 2014 - Present
Ontario Teachers' Pension Plan July 2009 - Present
CIBC August 2003 - April 2009
Ontario Securities Commission February 2001 - July 2003
Kelly Affleck Greene June 1993 - January 2001
Fasken Martineau DuMoulin 1989 - 1993
Skills
Litigation, Mergers & Acquisitions, Risk Management, Governance, Corporate Governance, Hedge Funds, Securities, Capital Markets, Private Equity, Alternative Investments, Securities Litigation, Due Diligence, Investment Management, Derivatives, Equities, Cross-border..., M&A experience, Venture Capital, Corporate Law, Mutual Funds
Education
University of Toronto - Rotman School of Management 2009 — 2010
ICD.D, Director Education Program
University of Toronto 1984 — 1987
LL.B., Law
Carleton University 1980 — 1984
B.A., Economics
Christopher Nunnally's Sun Life Financial Experience September 2014 - Present
Job Small Business Sales Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial June 2013 - September 2014
New York Life Insurance Company July 2009 - November 2012
Skills
Insurance, Sales, Investments, Life Insurance, Customer Service, Group Insurance, Risk Management, Small Business, Disability Insurance, Term Life Insurance
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Accounting and Finance, Senior
Cape Cod Community College 2007 — 2009
Associate’s Degree
Sun Life Financial September 2014 - Present
Sun Life Financial June 2013 - September 2014
New York Life Insurance Company July 2009 - November 2012
Skills
Insurance, Sales, Investments, Life Insurance, Customer Service, Group Insurance, Risk Management, Small Business, Disability Insurance, Term Life Insurance
Education
Northeastern University 2011 — 2016
Bachelor’s Degree, Accounting and Finance, Senior
Cape Cod Community College 2007 — 2009
Associate’s Degree
Barry Purvis's Sun Life Financial Experience October 2013 - Present
Job Senior Java Designer/Developer
Industry Computer Software
Experience
Sun Life Financial October 2013 - Present
TD Bank January 2013 - September 2013
City of Cambridge Ontario October 2011 - December 2012
Synergy Zone Team Solutions February 2011 - September 2011
Agfa Healthcare January 2010 - January 2011
NCR Corporation January 2007 - July 2009
Skills
Agile Methodologies, Hibernate, Tomcat, Spring, Java Enterprise Edition, JBoss Application Server, Spring Framework
Education
Carleton University
Masters, Information and System Science
Queen's University
Bachelor of Applied Science, Chemical Engineering
Sun Life Financial October 2013 - Present
TD Bank January 2013 - September 2013
City of Cambridge Ontario October 2011 - December 2012
Synergy Zone Team Solutions February 2011 - September 2011
Agfa Healthcare January 2010 - January 2011
NCR Corporation January 2007 - July 2009
Skills
Agile Methodologies, Hibernate, Tomcat, Spring, Java Enterprise Edition, JBoss Application Server, Spring Framework
Education
Carleton University
Masters, Information and System Science
Queen's University
Bachelor of Applied Science, Chemical Engineering
Rholyn Hylton's Sun Life Financial Experience July 2009 - Present
Job Trusted Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2009 - Present
CIBC June 2007 - August 2009
Carleton University February 2006 - April 2007
Skills
Wealth Management, Retirement Planning, Banking, Investments, Credit, Strategic Planning, Leadership, Finance, Financial Services, Insurance, Customer Service, Risk Management, Mutual Funds, Retail Banking, Securities, Strategic Financial..., Wealth, Retirement, Financial Planners, Investment Strategies, Microsoft Office, Team Leadership, Financial Analysis, Financial Planning, Investment Advisory
Education
Carleton University 2002 — 2007
Financial Economics
Sun Life Financial July 2009 - Present
CIBC June 2007 - August 2009
Carleton University February 2006 - April 2007
Skills
Wealth Management, Retirement Planning, Banking, Investments, Credit, Strategic Planning, Leadership, Finance, Financial Services, Insurance, Customer Service, Risk Management, Mutual Funds, Retail Banking, Securities, Strategic Financial..., Wealth, Retirement, Financial Planners, Investment Strategies, Microsoft Office, Team Leadership, Financial Analysis, Financial Planning, Investment Advisory
Education
Carleton University 2002 — 2007
Financial Economics
Paula Guity's Sun Life Financial Experience August 2013 - June 2014
Job Recruiting Coordinator at Shire Pharmaceuticals
Industry Higher Education
Experience
Shire Pharmaceuticals June 2014 - Present
Sun Life Financial August 2013 - June 2014
Partners HealthCare January 2011 - August 2013
Adecco Staffing, USA March 2009 - May 2010
Office Team December 2008 - March 2009
Boston College January 2008 - November 2008
Chapman Waterproofing Company January 2007 - January 2008
Skills
Microsoft Excel, Event Planning, PowerPoint, Student Affairs, Outlook, Access, PeopleSoft, Cognos, Janus, Sungard Banner 7, E-Verify, Meditech, Applicant Tracking..., Data Entry, Higher Education, Office Management, Payroll, Taleo, Lotus Notes, Human Resources, Invoicing, Recruiting, Process Scheduler, Spreadsheets, Background Checks
Education
Cambridge College 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Newbury College 1988 — 1990
Associate's degree, Business, Management, Marketing, and Related Support Services
Shire Pharmaceuticals June 2014 - Present
Sun Life Financial August 2013 - June 2014
Partners HealthCare January 2011 - August 2013
Adecco Staffing, USA March 2009 - May 2010
Office Team December 2008 - March 2009
Boston College January 2008 - November 2008
Chapman Waterproofing Company January 2007 - January 2008
Skills
Microsoft Excel, Event Planning, PowerPoint, Student Affairs, Outlook, Access, PeopleSoft, Cognos, Janus, Sungard Banner 7, E-Verify, Meditech, Applicant Tracking..., Data Entry, Higher Education, Office Management, Payroll, Taleo, Lotus Notes, Human Resources, Invoicing, Recruiting, Process Scheduler, Spreadsheets, Background Checks
Education
Cambridge College 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Newbury College 1988 — 1990
Associate's degree, Business, Management, Marketing, and Related Support Services
Pablo Waisfeld's Sun Life Financial Experience September 2010 - March 2011
Job Senior Consultant at Clear Peak
Industry Information Technology and Services
Experience
Clear Peak June 2015 - Present
Tyco International September 2014 - May 2015
American Express May 2014 - September 2014
Watsco June 2013 - May 2014
Bayview Asset Management April 2012 - June 2013
BankUnited April 2011 - April 2012
Sun Life Financial September 2010 - March 2011
Bruce Power June 2008 - September 2008
Rogers Communications April 2007 - April 2008
Government of Ontario December 2006 - April 2007
Skills
Data Warehousing, Informatica, PL/SQL, Microsoft SQL Server, Databases, ETL, Oracle, Data Modeling, Team Leadership, Informatica..., Data Migration, Integration, SQL, Oracle SQL, Performance Tuning, Data Integration, Visio, SDLC, Informatica Cloud, Oracle SQL Developer
Education
University of Liverpool 2006 — 2009
Master of Science (MSc), Information Technology
Carleton University 1984 — 1988
Bachelor's degree, Economics, 3.8
Clear Peak June 2015 - Present
Tyco International September 2014 - May 2015
American Express May 2014 - September 2014
Watsco June 2013 - May 2014
Bayview Asset Management April 2012 - June 2013
BankUnited April 2011 - April 2012
Sun Life Financial September 2010 - March 2011
Bruce Power June 2008 - September 2008
Rogers Communications April 2007 - April 2008
Government of Ontario December 2006 - April 2007
Skills
Data Warehousing, Informatica, PL/SQL, Microsoft SQL Server, Databases, ETL, Oracle, Data Modeling, Team Leadership, Informatica..., Data Migration, Integration, SQL, Oracle SQL, Performance Tuning, Data Integration, Visio, SDLC, Informatica Cloud, Oracle SQL Developer
Education
University of Liverpool 2006 — 2009
Master of Science (MSc), Information Technology
Carleton University 1984 — 1988
Bachelor's degree, Economics, 3.8
Martin England, PMP's Sun Life Financial Experience April 2010 - April 2011
Job Dynamic Program Manager and amateur boxer with a keen eye for detail and a mean straight right
Industry Information Technology and Services
Experience
Clearpath Robotics August 2015 - Present
Karos Health August 2014 - June 2015
PineLake September 2013 - August 2014
Align Inc. February 2013 - August 2013
Quarry Integrated Communications April 2011 - May 2012
Sun Life Financial April 2010 - April 2011
Telus Mobility August 2006 - December 2009
Elsevier Interactive Solutions February 2006 - July 2006
Smart Systems for Health Agency April 2005 - February 2006
DoubleClick October 2000 - April 2005
Skills
Project Management, Product Management, Software Development, SDLC, SharePoint, Cross-functional Team..., Program Management, SaaS, Digital Marketing, Email Marketing, Risk Management, Escalations Management, Escalation Process, Business Process, Business Process..., Product Development, Product Launch, Business Analysis, Business Process..., Business Process..., Mobile Technology, Mobile Applications, Software Project..., Agile Project Management, Lean Management, Change Management, Operations Management, Marketing, Social Media, Social Media Marketing, Agile Methodologies, Agile & Waterfall..., Scrum, Strategic Planning, Business Strategy, Capacity Planning, Functional Management, VoIP, Network Security, Telecommunications, WAN, Infrastructure..., Network Administration, Team Leadership, Paid Media, Management Consulting, Event Management, PMO, Management, Enterprise Software
Education
PMP Certification
PMP, Project Management
York University
Economics, Marketing
George Brown College
Ontario Management Development Program
York University
Certificate in Dispute Resolution
CDI College
PM- Risk Management
CDI College
PM- Advanced Time and Scope Management
CDI College
Intro to Project Management
Bay3000
PMP Prep Course
Clearpath Robotics August 2015 - Present
Karos Health August 2014 - June 2015
PineLake September 2013 - August 2014
Align Inc. February 2013 - August 2013
Quarry Integrated Communications April 2011 - May 2012
Sun Life Financial April 2010 - April 2011
Telus Mobility August 2006 - December 2009
Elsevier Interactive Solutions February 2006 - July 2006
Smart Systems for Health Agency April 2005 - February 2006
DoubleClick October 2000 - April 2005
Skills
Project Management, Product Management, Software Development, SDLC, SharePoint, Cross-functional Team..., Program Management, SaaS, Digital Marketing, Email Marketing, Risk Management, Escalations Management, Escalation Process, Business Process, Business Process..., Product Development, Product Launch, Business Analysis, Business Process..., Business Process..., Mobile Technology, Mobile Applications, Software Project..., Agile Project Management, Lean Management, Change Management, Operations Management, Marketing, Social Media, Social Media Marketing, Agile Methodologies, Agile & Waterfall..., Scrum, Strategic Planning, Business Strategy, Capacity Planning, Functional Management, VoIP, Network Security, Telecommunications, WAN, Infrastructure..., Network Administration, Team Leadership, Paid Media, Management Consulting, Event Management, PMO, Management, Enterprise Software
Education
PMP Certification
PMP, Project Management
York University
Economics, Marketing
George Brown College
Ontario Management Development Program
York University
Certificate in Dispute Resolution
CDI College
PM- Risk Management
CDI College
PM- Advanced Time and Scope Management
CDI College
Intro to Project Management
Bay3000
PMP Prep Course
Cindy Lawson's Sun Life Financial Experience April 2004 - June 2004
Job Group Health Insurance Sales Representative at National Association Management Group, LLC
Industry Insurance
Experience
National Association Management Group, LLC January 2015 - Present
Reinhardt University March 2013 - January 2015
Reinhardt College 2004 - March 2013
Sun Life Financial April 2004 - June 2004
Sun Life Financial November 2001 - April 2004
American Heart Association May 2000 - November 2001
Skills
Editing, Event Planning, Music Theory, Administrative..., Public Speaking, CampusVue, Benefits Administration, Student Engagement, Campus, Higher Education, Microsoft Office, Teaching, Higher Education Policy, Publicity, Research, Video Production, Student Recruiting, Accounting, Qualitative Research, Advertising, Leadership, Government, Final Cut Pro, Filing, Copy Editing, Visio, PowerPoint, Marketing, English, Project Management, Curriculum Development, E-Learning, Facebook, Higher Education..., Student Affairs, Student Development, College Teaching, Academic Advising
Education
Capella University 2014 — 2017
Master of Science (M.S.) (Current Student), Higher Education/Higher Education Administration
Reinhardt College 1997 — 2000
Bachelor of Arts (B.A.), English, 3.97 GPA
National Association Management Group, LLC January 2015 - Present
Reinhardt University March 2013 - January 2015
Reinhardt College 2004 - March 2013
Sun Life Financial April 2004 - June 2004
Sun Life Financial November 2001 - April 2004
American Heart Association May 2000 - November 2001
Skills
Editing, Event Planning, Music Theory, Administrative..., Public Speaking, CampusVue, Benefits Administration, Student Engagement, Campus, Higher Education, Microsoft Office, Teaching, Higher Education Policy, Publicity, Research, Video Production, Student Recruiting, Accounting, Qualitative Research, Advertising, Leadership, Government, Final Cut Pro, Filing, Copy Editing, Visio, PowerPoint, Marketing, English, Project Management, Curriculum Development, E-Learning, Facebook, Higher Education..., Student Affairs, Student Development, College Teaching, Academic Advising
Education
Capella University 2014 — 2017
Master of Science (M.S.) (Current Student), Higher Education/Higher Education Administration
Reinhardt College 1997 — 2000
Bachelor of Arts (B.A.), English, 3.97 GPA
Courtney Reis, MBA, CPA, CMA Candidate's Sun Life Financial Experience August 2012 - Present
Job Senior Analyst, Sales Force Operations at Sun Life Financial of Canada
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
Sun Life Financial November 2010 - August 2012
Sun Life Financial February 2008 - November 2010
Allstate May 2007 - February 2008
Allstate November 2005 - May 2007
Allstate January 2004 - November 2005
Skills
Strategy, Leadership, Program Management, Training, Project Management, Business Development, Data Analysis, Access, Business Planning, Budgets, Marketing, Sales, New Business Development, Insurance, Analysis, Relationship Management, Business Analysis, Management, Project Planning
Education
Wilfred Laurier University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting (CMA)
Carleton University 1998 — 2002
Bachelor of International Business degree with High Honours, International Business
Universität Stuttgart 2000 — 2001
Sun Life Financial August 2012 - Present
Sun Life Financial November 2010 - August 2012
Sun Life Financial February 2008 - November 2010
Allstate May 2007 - February 2008
Allstate November 2005 - May 2007
Allstate January 2004 - November 2005
Skills
Strategy, Leadership, Program Management, Training, Project Management, Business Development, Data Analysis, Access, Business Planning, Budgets, Marketing, Sales, New Business Development, Insurance, Analysis, Relationship Management, Business Analysis, Management, Project Planning
Education
Wilfred Laurier University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting (CMA)
Carleton University 1998 — 2002
Bachelor of International Business degree with High Honours, International Business
Universität Stuttgart 2000 — 2001
Kelly Feehan's Sun Life Financial Experience September 2014 - Present
Job Sales, Marketing and Representative Coordinator at Lanctot Ltée Distributor
Industry Marketing and Advertising
Experience
Sun Life Financial September 2014 - Present
Sun Life Financial September 2014 - Present
Lanctot Ltée Distributor September 2011 - Present
Oakley April 2009 - September 2011
Air Canada April 2007 - September 2008
McDonald's Corporation September 2002 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Social Media, Sales Management, Social Media Marketing
Education
Concordia University 2006 — 2010
Bachelor of Commerce (BCom), Marketing
CEGEP - John Abbott College 2003 — 2006
DEC in Commerce
Sun Life Financial September 2014 - Present
Sun Life Financial September 2014 - Present
Lanctot Ltée Distributor September 2011 - Present
Oakley April 2009 - September 2011
Air Canada April 2007 - September 2008
McDonald's Corporation September 2002 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Social Media, Sales Management, Social Media Marketing
Education
Concordia University 2006 — 2010
Bachelor of Commerce (BCom), Marketing
CEGEP - John Abbott College 2003 — 2006
DEC in Commerce
Louise Guthrie's Sun Life Financial Experience January 1978 - October 1985
Job Retired tax & retirement gal
Industry Financial Services
Experience
The retirement specialist is April 2011 - Present
Manulife Financial October 1985 - April 2011
Sun Life Financial January 1978 - October 1985
Skills
Retirement, Tax, Life Insurance, Pensions, Mutual Funds, Wealth Management, Financial Services, Marketing, Strategic Financial..., Retirement Planning, Insurance, Financial Planners, Securities, Estate Planning, Asset Management, Investments, Risk Management
Education
Carleton University 1968 — 1972
BA, Math
The retirement specialist is April 2011 - Present
Manulife Financial October 1985 - April 2011
Sun Life Financial January 1978 - October 1985
Skills
Retirement, Tax, Life Insurance, Pensions, Mutual Funds, Wealth Management, Financial Services, Marketing, Strategic Financial..., Retirement Planning, Insurance, Financial Planners, Securities, Estate Planning, Asset Management, Investments, Risk Management
Education
Carleton University 1968 — 1972
BA, Math
Brenda Boutilier's Sun Life Financial Experience November 1991 - Present
Job Office Manager/Team Leader at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial November 1991 - Present
Sun Life Financial November 1991 - Present
Skills
problem-solving skills..., strong communication..., ability to recognize..., strong presentation and..., excellent PC skills..., ability to demystify..., demonstrated ability to..., ability to work..., ability to transfer..., Retirement Planning, Wealth Management, Mutual Funds, Leadership, Training, Employee Benefits, Critical Illness, Financial Services, Insurance, Disability Insurance
Education
Cape Breton University
Accounting and Business/Management
Cape breton business college
Office Administration Diploma, Office Management and Supervision
Sun Life Financial November 1991 - Present
Sun Life Financial November 1991 - Present
Skills
problem-solving skills..., strong communication..., ability to recognize..., strong presentation and..., excellent PC skills..., ability to demystify..., demonstrated ability to..., ability to work..., ability to transfer..., Retirement Planning, Wealth Management, Mutual Funds, Leadership, Training, Employee Benefits, Critical Illness, Financial Services, Insurance, Disability Insurance
Education
Cape Breton University
Accounting and Business/Management
Cape breton business college
Office Administration Diploma, Office Management and Supervision
Anthony Pak, CPA, CMA's Sun Life Financial Experience September 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Sun Life Financial September 2012 - Present
Hudson's Bay Company May 2011 - August 2012
Sears Canada November 2010 - April 2011
Sears Canada March 2010 - October 2010
Sears Canada May 2009 - February 2010
Sears Canada October 2007 - April 2009
Four Seasons Hotels and Resorts October 2002 - July 2005
Skills
Forecasting, Strategic Financial..., Financial Analysis, Inventory Management, Income Statement, Essbase, Retail, Assortment, Merchandising, Profit, Pricing, Budgets, Inventory Control, Strategic Planning, Sales, Marketing, Customer Service, Financial Advisory, Life Insurance, Mutual Funds, Critical Illness, RESP, TFSA, Disability Insurance, Tax Efficiency
Education
Carleton University 2000 — 2002
Bachelor of Commerce (B.Com.), Accounting
Carleton University 1997 — 2001
Bachelor of Arts (B.A.), Economics
CMA
CMA
Sun Life Financial September 2012 - Present
Hudson's Bay Company May 2011 - August 2012
Sears Canada November 2010 - April 2011
Sears Canada March 2010 - October 2010
Sears Canada May 2009 - February 2010
Sears Canada October 2007 - April 2009
Four Seasons Hotels and Resorts October 2002 - July 2005
Skills
Forecasting, Strategic Financial..., Financial Analysis, Inventory Management, Income Statement, Essbase, Retail, Assortment, Merchandising, Profit, Pricing, Budgets, Inventory Control, Strategic Planning, Sales, Marketing, Customer Service, Financial Advisory, Life Insurance, Mutual Funds, Critical Illness, RESP, TFSA, Disability Insurance, Tax Efficiency
Education
Carleton University 2000 — 2002
Bachelor of Commerce (B.Com.), Accounting
Carleton University 1997 — 2001
Bachelor of Arts (B.A.), Economics
CMA
CMA
Tiffany Giblin's Sun Life Financial Experience 2010 - January 2011
Job Senior Manager, Communications at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal January 2012 - Present
Bank of Montreal January 2011 - December 2011
Sun Life Financial 2010 - January 2011
Sun Life Financial February 2006 - January 2010
Sun Life Financial November 2002 - February 2006
Liberty Health Insurance Company February 2000 - November 2002
Dutton Group Recruitment Advertising and HR Communication May 1998 - February 2000
Skills
Corporate Communications, Internal Communications, Communications Planning, Strategic Communications, Communication Training, Speech Writing, Reputation Management, Crisis Communications, Media Relations, Content Management, Marketing Communications, Press Releases, Web Content Management, Content Development, Content Strategy, Web Content
Education
University of Waterloo
Honours, Rhetoric & Professional Writing
Carleton University
School of Journalism
Bank of Montreal January 2012 - Present
Bank of Montreal January 2011 - December 2011
Sun Life Financial 2010 - January 2011
Sun Life Financial February 2006 - January 2010
Sun Life Financial November 2002 - February 2006
Liberty Health Insurance Company February 2000 - November 2002
Dutton Group Recruitment Advertising and HR Communication May 1998 - February 2000
Skills
Corporate Communications, Internal Communications, Communications Planning, Strategic Communications, Communication Training, Speech Writing, Reputation Management, Crisis Communications, Media Relations, Content Management, Marketing Communications, Press Releases, Web Content Management, Content Development, Content Strategy, Web Content
Education
University of Waterloo
Honours, Rhetoric & Professional Writing
Carleton University
School of Journalism
Shane Cruise's Sun Life Financial Experience July 2013 - April 2015
Job
Industry Financial Services
Experience
Ontario Teachers Insurance Plan (OTIP) April 2015 - Present
Sun Life Financial July 2013 - April 2015
Sun Life Financial March 1998 - June 2013
MetLife February 1991 - March 1998
Skills
Employee Benefits, Underwriting, Operations Management, Business Development, Process Improvement, Account Management, Strategic Planning
Education
IFEBP through Dalhousie University
Certified Employee Benefits Specialist (CEBS), Employee Benefits
Carleton University 1985 — 1989
BA
Renfrew Collegiate Institute 1981 — 1985
Ontario Teachers Insurance Plan (OTIP) April 2015 - Present
Sun Life Financial July 2013 - April 2015
Sun Life Financial March 1998 - June 2013
MetLife February 1991 - March 1998
Skills
Employee Benefits, Underwriting, Operations Management, Business Development, Process Improvement, Account Management, Strategic Planning
Education
IFEBP through Dalhousie University
Certified Employee Benefits Specialist (CEBS), Employee Benefits
Carleton University 1985 — 1989
BA
Renfrew Collegiate Institute 1981 — 1985
Peter McLelland's Sun Life Financial Experience September 2004 - Present
Job IT Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2004 - Present
Sun Life Financial May 2002 - August 2004
Sun Life Financial September 1997 - April 2002
Sun Life Financial July 1979 - August 1997
Skills
Integration, Disaster Recovery, Business Continuity..., IT Strategy, IT Management, Governance, Management, IT Audit, SDLC, ITIL, Project Management, Project Portfolio..., Business Continuity, Change Management, Vendor Management
Education
University of Toronto
M.A., Philosophy and Religious Studies
McGill University
B.A. (Honours), Philosophy and Religious Studies
CEGEP - John Abbott College
D.E.C., Liberal Arts and Sciences, General Studies and Humanities
Sun Life Financial September 2004 - Present
Sun Life Financial May 2002 - August 2004
Sun Life Financial September 1997 - April 2002
Sun Life Financial July 1979 - August 1997
Skills
Integration, Disaster Recovery, Business Continuity..., IT Strategy, IT Management, Governance, Management, IT Audit, SDLC, ITIL, Project Management, Project Portfolio..., Business Continuity, Change Management, Vendor Management
Education
University of Toronto
M.A., Philosophy and Religious Studies
McGill University
B.A. (Honours), Philosophy and Religious Studies
CEGEP - John Abbott College
D.E.C., Liberal Arts and Sciences, General Studies and Humanities
Yangxi (Kevin) Ou's Sun Life Financial Experience January 2013 - April 2013
Job PhD Student in Math Finance at CMU
Industry Research
Experience
Fiera Quantum LP August 2013 - January 2014
Sun Life Financial January 2013 - April 2013
Bank of Montreal (China) Co. Ltd. May 2012 - August 2012
Manulife Financial September 2011 - December 2011
Manulife Financial January 2011 - April 2011
Skills
Microsoft Excel, VBA, Matlab, R, GGY Axis, Microsoft Word, Microsoft SQL Server, LaTeX, Microsoft Powerpoint, Microsoft Access, MG-ALFA, CQG
Education
Carnegie Mellon University 2014 — 2019
Doctor of Philosophy (Ph.D.), Mathematical Finance, 3.90/4.33
University of Waterloo 2010 — 2014
Bachelor's Degree, triple majors in Actuarial Science, Mathematical Finance, Pure Mathematics, 94.96, graduating "With Distinction - Dean's Honours List"
The Affiliated High School of South China Normal University 2006 — 2009
High School Diploma, Physics (as elective of Gao Kao in Guangdong Province, China)
Fiera Quantum LP August 2013 - January 2014
Sun Life Financial January 2013 - April 2013
Bank of Montreal (China) Co. Ltd. May 2012 - August 2012
Manulife Financial September 2011 - December 2011
Manulife Financial January 2011 - April 2011
Skills
Microsoft Excel, VBA, Matlab, R, GGY Axis, Microsoft Word, Microsoft SQL Server, LaTeX, Microsoft Powerpoint, Microsoft Access, MG-ALFA, CQG
Education
Carnegie Mellon University 2014 — 2019
Doctor of Philosophy (Ph.D.), Mathematical Finance, 3.90/4.33
University of Waterloo 2010 — 2014
Bachelor's Degree, triple majors in Actuarial Science, Mathematical Finance, Pure Mathematics, 94.96, graduating "With Distinction - Dean's Honours List"
The Affiliated High School of South China Normal University 2006 — 2009
High School Diploma, Physics (as elective of Gao Kao in Guangdong Province, China)
Samnang Lay BA, CHS's Sun Life Financial Experience December 2007 - Present
Job Money For Life Sun Life Financial Advisor
Industry Financial Services
Experience
Sun Life Financial December 2007 - Present
Futureshop November 2006 - January 2008
Skills
Disability Insurance, Life Insurance, Retirement Planning, Critical Illness, Retirement, Mutual Funds, Financial Planning, Investments, Fixed Annuities, Wealth Management, Estate Planning
Education
Carleton University 2002 — 2006
BA, Economics
Sun Life Financial December 2007 - Present
Futureshop November 2006 - January 2008
Skills
Disability Insurance, Life Insurance, Retirement Planning, Critical Illness, Retirement, Mutual Funds, Financial Planning, Investments, Fixed Annuities, Wealth Management, Estate Planning
Education
Carleton University 2002 — 2006
BA, Economics
Catherine Martz's Sun Life Financial Experience August 2014 - Present
Job Quote Associate, Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2014 - Present
Hess Corporation August 2010 - March 2014
Carlisle FoodService Products April 2000 - April 2010
Skills
Negotiation, Natural Gas, Research, Oil/Gas, Energy Markets, Inventory Management, Leadership, Customer Service, Electricity, Supervisory Skills, C-Level Negotiations, Contract Negotiation, Salesforce.com, Conflict Resolution, Microsoft Office, Analytics, Account Management, New Business Development, Oil, Pricing, Sales, Sales Management, Sales Operations, Petroleum
Education
Cambridge College 2003 — 2007
Master's Degree, Management, Negotiation and Conflict Resolution
Sun Life Financial August 2014 - Present
Hess Corporation August 2010 - March 2014
Carlisle FoodService Products April 2000 - April 2010
Skills
Negotiation, Natural Gas, Research, Oil/Gas, Energy Markets, Inventory Management, Leadership, Customer Service, Electricity, Supervisory Skills, C-Level Negotiations, Contract Negotiation, Salesforce.com, Conflict Resolution, Microsoft Office, Analytics, Account Management, New Business Development, Oil, Pricing, Sales, Sales Management, Sales Operations, Petroleum
Education
Cambridge College 2003 — 2007
Master's Degree, Management, Negotiation and Conflict Resolution
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.