Sun Life Financial Distributors

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Sun Life Financial Distributors Employees

Employee
Years
Job
Industry
Michael Fenton Jr, CRPS Michael Fenton Jr, CRPS Greater Boston Area Details
Michael Fenton Jr, CRPS's Sun Life Financial Distributors Experience August 2008 - June 2009
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
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

L Carleton L Carleton Greater Boston Area Details
L Carleton's Sun Life Financial Distributors Experience June 2005 - February 2008
Job Consultant at WinterWyman
Industry Financial Services
Experience
WinterWyman  January 2014 - Present
Self-Employed Artist  January 2010 - Present
SOTEC CONSULTING, INC   May 2012 - October 2012
Commonwealth Financial Network  March 2012 - May 2012
Eaton Vance  February 2008 - June 2011
Sun Life Financial Distributors   June 2005 - February 2008
Sun Life financial  2005 - 2008
Automated Business Development   October 2003 - June 2005
John Hancock  December 2002 - October 2003
Met Life  June 1998 - December 2002

Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services

Education
University of Massachusetts Boston   2008 — 2011
BA

Harold Washington College   1998 — 1998
N/A

Boston Latin School   1987 — 1994

David Mollo David Mollo Greater Boston Area Details
David Mollo's Sun Life Financial Distributors Experience April 2002 - October 2004
Job Director, Sales and Service Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
Fidelity Investments  July 2014 - June 2015
New York Life Insurance Company  September 2013 - July 2014
Sun Life Financial  January 2013 - September 2013
Sun Life Financial  September 2011 - January 2013
Sun Life Financial  October 2004 - September 2011
Sun Life Financial Distributors   April 2002 - October 2004
MFS Investment Management  June 1999 - April 2002
Merrill Lynch  September 1993 - June 1999
Keyport Life Insurance Company  November 1991 - September 1993

Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 2000
MBA, Finance, Marketing

University of Rhode Island   1986 — 1991
Bachelor's, Journalism, Public Relations

Matt Gilmore Matt Gilmore Boston, Massachusetts Details
Matt Gilmore's Sun Life Financial Distributors Experience May 2010 - June 2011
Job Small Business Sales Specialist at Sun Life Financial
Industry Financial Services
Experience
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

Lee A. Bennett Lee A. Bennett Indianapolis, Indiana Area Details
Lee A. Bennett's Sun Life Financial Distributors Experience June 2006 - October 2009
Job Senior Director, National Accounts, Retirement Solutions Division at Pacific Life Insurance Company
Industry Financial Services
Experience
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

Jen Davidson, PMP Jen Davidson, PMP Greater Boston Area Details
Jen Davidson, PMP's Sun Life Financial Distributors Experience January 2009 - March 2012
Job Project Manager at Symetra
Industry Financial Services
Experience
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

Phillip Caballero Phillip Caballero Kansas City, Missouri Area Details
Phillip Caballero's Sun Life Financial Distributors Experience May 2009 - January 2012
Job Vice President Regional Sales Manager at Campbell & Company
Industry Financial Services
Experience
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

Nathan Keegan Nathan Keegan Greater Boston Area Details
Nathan Keegan's Sun Life Financial Distributors Experience October 2006 - March 2009
Job Supervisor of Patient Transport & Customer Service
Industry Hospital & Health Care
Experience
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

Charlotte Holler Charlotte Holler Greater Boston Area Details
Charlotte Holler's Sun Life Financial Distributors Experience August 2010 - August 2011
Job Senior Analyst at Towers Watson
Industry Human Resources
Experience
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

G. Edward Graves G. Edward Graves Greater Boston Area Details
G. Edward Graves's Sun Life Financial Distributors Experience August 2004 - December 2011
Job 17 year financial services professional
Industry Financial Services
Experience
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

James R. Slotnick James R. Slotnick Greater Boston Area Details
James R. Slotnick's Sun Life Financial Distributors Experience January 2011 - March 2012
Job Advanced Planning Attorney at Sun Life Financial with Annuity, Employee Benefits, and Medical Stop Loss Experience
Industry Insurance
Experience
Sun Life Financial  August 2013 - Present
Prudential Financial  May 2012 - July 2013
Sun Life Financial Distributors   January 2011 - March 2012
Sun Life Financial  March 2008 - January 2011
Sun Life Financial  September 2007 - March 2008
Sun Life Financial  October 2004 - September 2007
Sun Life Financial  May 2002 - March 2004

Skills
Sales Process, Public Speaking, Financial Planning, Strategic Planning, Writing, Insurance, Estate Planning, Investments, Retirement Planning, Consultative Selling, Team Building, Coaching, Employee Benefits, Financial Services, Fixed Annuities, IRAs, Marketing, Mutual Funds, Retirement, Series 63, Selling, Series 7, Strategic Financial..., Strategy, Training, Life Insurance

Education
Suffolk University Law School   2004 — 2008
JD

Suffolk University - Sawyer School of Management   2004 — 2007
MBA

Saint Anselm College   1998 — 2002
BA, History

Cornell University   2011 — 2011
Online Graduate Certificate, Managing For Execution

Boston Latin School   1992 — 1998

Michael Mulkern Michael Mulkern Greater Boston Area Details
Michael Mulkern's Sun Life Financial Distributors Experience March 2007 - January 2009
Job Director, Marketing Value Add Programs at Columbia Threadneedle Investments
Industry Financial Services
Experience
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

Joanne Esfahani Joanne Esfahani Dallas/Fort Worth Area Details
Joanne Esfahani's Sun Life Financial Distributors Experience February 2005 - February 2009
Job Associate Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Leslee Hatch Leslee Hatch Henderson, Nevada Details
Leslee Hatch's Sun Life Financial Distributors Experience May 2009 - December 2011
Job Investment Sales at AIG Financial Distributors
Industry Financial Services
Experience
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

Mark Riesmeyer Mark Riesmeyer Greater Chicago Area Details
Mark Riesmeyer's Sun Life Financial Distributors Experience March 2008 - January 2012
Job Financial Professional Focusing on Life Insurance for Personal and Business Planning
Industry Financial Services
Experience
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

Eric Foley, CFP® Eric Foley, CFP® Waltham, Massachusetts Details
Eric Foley, CFP®'s Sun Life Financial Distributors Experience March 2008 - January 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Greg Chalas Greg Chalas Indianapolis, Indiana Area Details
Greg Chalas's Sun Life Financial Distributors Experience March 2010 - February 2012
Job Regional Sales Representative at Eaton Vance
Industry Financial Services
Experience
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

Eric Foley Eric Foley Greater Boston Area Details
Eric Foley's Sun Life Financial Distributors Experience March 2008 - Present
Job Internal Wholesaler Sun Life
Industry Financial Services
Experience
Sun Life Financial Distributors   March 2008 - Present
Fidelity Investments  November 2005 - March 2008

Education
Northeastern University   1999 — 2004

Xaverian Brothers High School   1997 — 1999

William Sherman William Sherman Greater Boston Area Details
William Sherman's Sun Life Financial Distributors Experience January 2005 - January 2009
Job CRM/CX Application Sales at Oracle
Industry Financial Services
Experience
Oracle  April 2013 - Present
Senior Inbound Product Specialist   January 2009 - January 2012
Sun Life Financial Distributors   January 2005 - January 2009
Sun Life Financial  January 2004 - January 2005
John Hancock Signature Services  January 2003 - January 2004

Skills
Series 6, Series 63, Investments, Mutual Funds, Retirement Planning, Training, Financial Services, Management, Securities, Wealth Management, Sales, Leadership, Fixed Annuities, Relationship Management, Call Centers

Education
Bryant University   1998 — 2002
Bachelor of Arts and Sciences, Management

Nate Keegan Nate Keegan Columbus, Ohio Area Details
Nate Keegan's Sun Life Financial Distributors Experience Team LeaderSun Life Financial DistributorsApril 2005 - October 2006
Job Regional Vice President at Sun Life Financial Distributors
Industry Financial Services
Experience
Sun Life Financial Distributors   Team LeaderSun Life Financial DistributorsApril 2005 - October 2006
Sun Life Financial  June 2002 - April 2005

Education
Nichols College   1998 — 2002

Juanita Brown Juanita Brown Orange County, California Area Details
Juanita Brown's Sun Life Financial Distributors Experience December 2005 - December 2007
Job Principal, Gardner Brown Associates
Industry Financial Services
Experience
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

Brad Corbett Brad Corbett Greater Boston Area Details
Brad Corbett's Sun Life Financial Distributors Experience June 2005 - November 2006
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
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

Daniel Christie Daniel Christie Greater Boston Area Details
Daniel Christie's Sun Life Financial Distributors Experience July 2010 - December 2011
Job Territory Sales Consultant at Cardinal Health
Industry Financial Services
Experience
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

James J Ryan James J Ryan Greater Philadelphia Area Details
James J Ryan's Sun Life Financial Distributors Experience November 1994 - May 2001
Job Executive Vice President, Relationship Management at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
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

Matt Cloyd Matt Cloyd Greater Boston Area Details
Matt Cloyd's Sun Life Financial Distributors Experience January 2010 - March 2010
Job Web Developer at Metropolitan Area Planning Council
Industry Architecture & Planning
Experience
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