Sun Life Financial Distributors
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Sun Life Financial Distributors Employees
MassMutual Financial Group July 2012 - Present
Mutual of America March 2010 - July 2012
Sun Life Financial Distributors August 2008 - June 2009
Sun Life Financial Distributors October 2005 - August 2008
John Hancock Financial October 2004 - October 2005
Smith Barney Citigroup Inc January 2004 - September 2004
Shaw's Supermarkets March 1997 - November 2003
Skills
Sales Process, Mutual Funds, Customer Service, Project Management, Leadership, Selling, Relationship Management, Business Development, Fixed Annuities, Start-ups, Public Speaking, Series 6, Series 63, 401k, Insurance, Retirement Planning
Education
Assumption College 1999 — 2003
BA, Political Science, Business Management
Assumption College 1999 — 2003
Bachelor of Arts, Political Science/Management
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Sun Life Financial February 2012 - Present
Sun Life Financial July 2011 - January 2012
Sun Life Financial 2012 - 2012
Sun Life Financial Distributors May 2010 - June 2011
Sun Life Financial February 2006 - April 2010
The UPS Store December 2003 - February 2006
Education
Highline College
A.A, Business Administration
Pacific Life June 2014 - Present
Security Benefit June 2011 - June 2014
Security Benefit October 2010 - June 2011
Sun Life Financial Distributors June 2006 - October 2009
Protective Life April 2005 - June 2006
Old National Bank November 2002 - April 2005
Edward Jones December 1999 - November 2002
Education
Southern Illinois University, Edwardsville 1997 — 2000
B.S., Business Administration, Finance
Olney Central College 1995 — 1997
A.S., General Studies
Symetra March 2012 - Present
Sun Life Financial April 2010 - March 2012
SUN LIFE FINANCIAL DISTRIBUTORS January 2009 - March 2012
Sun Life Financial August 2009 - April 2010
Sun Life Financial March 2007 - September 2009
Sun Life Financial April 2006 - August 2009
Sun Life Financial 2005 - 2007
Sun Life Financial May 2004 - April 2006
Sun Life Financial 2002 - 2005
Sun Life Financial September 2002 - May 2004
Skills
Insurance, Fixed Annuities, Process Improvement, Program Management, Management, Mutual Funds, Life Insurance, Analysis, Retirement, Training, Financial Services, Investments, Series 7, Budgets, Leadership, Project Management, Wealth Management, Business Planning, Product Development, Series 6, Software Documentation
Education
Union College 1992 — 1996
BA
Campbell & Co March 2012 - Present
Sun Life Financial Distributors May 2009 - January 2012
Lincoln Financial Distributors - Choice Plus Assurance VA November 2006 - May 2009
AIG SunAmerica - Seasons January 2002 - November 2006
AIG SunAmerica January 2000 - January 2002
Education
Strategic Coach Program 2004 — 2005
Level 1 Graduate, Life & Business Coaching
El Camino College 1993 — 1996
Associate of Arts and Sciences (A.A.S.)
Bishop Montgomery High School 1989 — 1993
High School Diploma, Educational Leadership and Administration, General
St. Margaret Mary Elementary School 1981 — 1989
Massachusetts General Hospital August 2014 - Present
Partners HealthCare October 2013 - August 2014
Partners HealthCare March 2012 - October 2013
Konica Minolta Business Solutions U.S.A., Inc. April 2011 - March 2012
NCS-Xerox December 2009 - April 2011
Sun Life Financial Distributors October 2006 - March 2009
Sun Life Financial Distributors April 2005 - October 2006
Sun Life Financial June 2002 - April 2005
Skills
Microsoft Office, SaaS, New Business Development, Salesforce.com, Negotiation, Leadership, Sales, Strategic Planning, Management, Marketing, CRM, Business Development, Sales Operations, B2B, Contract Negotiation, Sales Management, Market Research, Purchasing, Customer Service, Competitive Analysis, Healthcare, Solution Selling, Account Management, Cold Calling, Direct Sales, Customer Retention, Time Management, Process Improvement
Education
University of Massachusetts Lowell 2014 — 2017
Master's degree, Health Informatics & Management
Nichols College 1998 — 2002
Bachelor of Science, Business Administration
Towers Watson March 2013 - Present
Sun Life Financial August 2012 - March 2013
Sun Life Financial May 2010 - March 2013
Sun Life Financial August 2011 - August 2012
Sun Life Financial Distributors August 2010 - August 2011
ReadBoston June 2009 - August 2010
Skills
Microsoft Office, Microsoft Access, Public Speaking, Budget, Access, Event Planning, Program Management, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Research, Budgets, Analysis, Leadership
Education
College of the Holy Cross 2006 — 2010
Bachelors, Sociology, Economics
Superfund USA, LLC July 2015 - Present
BNY Mellon May 2012 - November 2013
Sun Life Financial Distributors August 2004 - December 2011
Rydex Investments November 2002 - December 2003
State Street Research June 2000 - June 2002
Putnam Investments December 1997 - June 2000
Skills
Morningstar Advisor..., Morningstar Direct, Zephyr, Simplifying Complex..., Series 6, Series 63, Mutual Funds, Annuities, ETF's, Separate Accounts, Subadvisory, Tactical Asset..., Portfolio Construction, Competitive Analysis, Series 7, Portfolio Management, Investments, Fixed Annuities, Financial Advisory, ETFs, Asset Allocation, 401k, Capital Markets, Finance
Education
University of New Hampshire 1994 — 1997
Bachelor of Science, Microbiology
Sun Life Financial August 2013 - Present
Prudential Financial May 2012 - July 2013
Sun Life Financial Distributors January 2011 - March 2012
Sun Life Financial March 2008 - January 2011
Sun Life Financial September 2007 - March 2008
Sun Life Financial October 2004 - September 2007
Sun Life Financial May 2002 - March 2004
Skills
Sales Process, Public Speaking, Financial Planning, Strategic Planning, Writing, Insurance, Estate Planning, Investments, Retirement Planning, Consultative Selling, Team Building, Coaching, Employee Benefits, Financial Services, Fixed Annuities, IRAs, Marketing, Mutual Funds, Retirement, Series 63, Selling, Series 7, Strategic Financial..., Strategy, Training, Life Insurance
Education
Suffolk University Law School 2004 — 2008
JD
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Saint Anselm College 1998 — 2002
BA, History
Cornell University 2011 — 2011
Online Graduate Certificate, Managing For Execution
Boston Latin School 1992 — 1998
Columbia Management June 2010 - Present
Sun Life Financial Distributors March 2007 - January 2009
Sun Life Financial Distributors April 2003 - March 2007
MFS Investment Management February 2000 - March 2003
Keyport Life Insurance Company September 1990 - February 2000
Skills
Thought Leadership, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA
University of Pennsylvania 1978 — 1981
BA, Liberal Arts
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2010 - July 2015
Sun Life Financial Distributors February 2005 - February 2009
New England Financial March 2004 - February 2005
Merrill Lynch January 1995 - September 2003
New England Financial January 1992 - January 1995
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Insurance, Estate Planning, Financial Advisory, Strategy, Leadership, Business Development, Management, Training, Sales Operations, Business Planning, Finance, Sales, Marketing, Forecasting, Separately Managed..., Budgets, Series 7, Life Insurance
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance, General
International Foundation for Retirement Education 2011 — 2011
CRC Certified Retirement Counselor, Retirement Planning
AIG Financial Products February 2014 - Present
Sammons Retirement Solutions January 2012 - February 2014
Sun Life Financial Distributors May 2009 - December 2011
John Hancock Financial Services June 2000 - May 2009
Skills
Management, Project Management, Microsoft Office, Customer Service, Leadership, Business Analysis, Sales, Strategic Planning, Program Management, Team Leadership, Investments
Education
Southern Utah University
Bachelor of Science (BS), Accounting and Finance
TIME Financial May 2015 - Present
Insurance Designers of America March 2012 - April 2015
Sun Life Financial Distributors March 2008 - January 2012
Sun Life Financial 2005 - February 2008
Sun Life Financial August 2004 - June 2005
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Majors: Economics and Sociology
Rockhurst High School 1996 — 2000
TIAA-CREF December 2014 - Present
CCO Wealth Management February 2012 - December 2014
Sun Life Financial Distributors March 2008 - January 2012
Fidelity Investments November 2005 - March 2008
Investors Bank and Trust July 2004 - November 2005
Skills
Mutual Funds, Series 6, 401k, Fixed Annuities, Financial Services, Financial Advisory, Series 63, Investments, Retirement, Insurance, Variable Annuities, Series 7, Finance, Series 66, Series 26, Strategic Financial..., Retirement Planning, Relationship Management, Life Insurance, FINRA, Sales Presentations, Equity Indexed Annuities, Structured Products, Separately Managed..., Financial Planners, Life, Long-term Care
Education
Northeastern University 2000 — 2004
Bachelor of Science Degree, Business Administration; Finance
Eaton Vance December 2014 - Present
Eaton Vance February 2012 - November 2014
Sun Life Financial Distributors March 2010 - February 2012
Fidelity Investments November 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - August 2008
The GolfZone May 2007 - August 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship and Investments
Stetson University 2005 — 2009
BA, Finance
Sun Life Financial Distributors March 2008 - Present
Fidelity Investments November 2005 - March 2008
Education
Northeastern University 1999 — 2004
Xaverian Brothers High School 1997 — 1999
Oracle April 2013 - Present
Senior Inbound Product Specialist January 2009 - January 2012
Sun Life Financial Distributors January 2005 - January 2009
Sun Life Financial January 2004 - January 2005
John Hancock Signature Services January 2003 - January 2004
Skills
Series 6, Series 63, Investments, Mutual Funds, Retirement Planning, Training, Financial Services, Management, Securities, Wealth Management, Sales, Leadership, Fixed Annuities, Relationship Management, Call Centers
Education
Bryant University 1998 — 2002
Bachelor of Arts and Sciences, Management
Sun Life Financial Distributors Team LeaderSun Life Financial DistributorsApril 2005 - October 2006
Sun Life Financial June 2002 - April 2005
Education
Nichols College 1998 — 2002
Gardner Brown Associates December 2007 - Present
Sun Life Financial Distributors December 2005 - December 2007
Associated Securities Corp. July 1987 - December 2005
NAVA, the Association for Insured Retirement Solutions 1999 - 2005
Skills
Retirement Planning, Fixed Annuities, Insurance, Estate Planning, Life Insurance, Financial Advisory, Marketing, Financial Planners, Variable Annuities, Mutual Funds, Wealth Management, Series 63, Retirement, Series 7, Investments, Financial Services, Strategic Financial..., Series 6, Disability Insurance
Education
University of Southern California 1977 — 1979
Graduate work, Social Ethics
University of Hawaii at Manoa 1969 — 1972
BA, Theology and Japanese Language & Culture
TD Ameritrade April 2013 - Present
Direxionfunds January 2009 - April 2013
Direxionfunds November 2006 - December 2008
Sun Life Financial Distributors June 2005 - November 2006
Putnam Investments October 2002 - June 2005
Putnam Investments November 2001 - October 2002
Putnam Investments November 1999 - November 2001
Skills
Series 63, ETFs, Series 7, Mutual Funds, Alternative Investments, Investments, Wholesaling, New Business Development, Annuities, Managed Futures, Separately Managed..., Series 65, Securities, Series 24, Series 6, Wealth Management, Fixed Annuities
Education
University of Rhode Island 1994 — 1998
Bachelor's degree, Communication and Media Studies
Cardinal Health March 2013 - Present
Curaspan Health Group December 2011 - March 2013
Sun Life Financial Distributors July 2010 - December 2011
Sun Life Financial November 2006 - July 2010
Skills
Wholesaling, Annuities, Investments, Mutual Funds, Public Speaking, Sales Presentations, New Business Development, Territory Analysis, Marketing Strategy, Consumer Behavior, Financial Planning, Healthcare Consulting, Healthcare Marketing, Healthcare Information..., Business Relationship..., Sales Management, Consultative Selling, Series 6, Series 63, Life Insurance, ETFs, Salesforce.com, Siebel, Golf, Selling, Fixed Annuities, Sales, Sales Operations, Strategic Financial...
Education
Norwich University
BA
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Metropolitan Area Planning Council July 2013 - Present
Cambridge Center for Adult Education January 2012 - July 2013
Climate Institute June 2011 - November 2011
Vital Communities September 2010 - June 2011
The Cambridge Center for Adult Education June 2010 - September 2010
Cambridge Center for Adult Education January 2010 - March 2010
Sun Life Financial Distributors January 2010 - March 2010
Dartmouth College January 2008 - December 2009
Vital Communities June 2008 - September 2008
Skills
Editing, Research, Photoshop, GIS, Mac, Graphic Design, Nonprofits, Social Media, Community Outreach, InDesign, ArcGIS, Program Development, Ruby on Rails, Sustainable Design, 3D Modeling, Master Site Planning, SQL, HTML 5, CSS3, Ruby, jQuery, Non-profits, Social Networking, Event Planning, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, PHP, Processing, Basics of Unix, DeployStudio, PostgreSQL, MySQL, Heroku, Github, CoffeeScript, Regenerative Design, Forestry, Social Justice, Transit-oriented..., Sound Design, Twelve Factor...
Education
Dartmouth College 2007 — 2011
B.A, Geography modified with Studio Art
Dartmouth College 2007 — 2011
Geography