Sun Life Financial of Canada
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Sun Life Financial of Canada Employees
SBCI July 2013 - Present
Ontario School Boards' Insurance Exchange (OSBIE) March 2008 - June 2013
Sun Life Financial of Canada 2000 - 2008
Skills
Certified Playground..., Risk Management, Training, Insurance, Risk Assessment, Claim, Claims Management, Enterprise Risk..., Customer Service, Financial Risk, General Insurance, Risk Analysis, Policy, Safety Management..., Coaching, Workers Compensation, Emergency Management
Education
Ryerson University 2014 — 2016
Occupational Health and Safety Certificate, Health and Safety
University of Toronto 2009 — 2010
CRM Canadian Risk Management Certificate, Risk Management
Sheridan College 1998 — 2000
Risk Analyst Diploma, Risk Management
Ontario Teachers Insurance Plan (OTIP) July 2015 - Present
Ontario Teachers Insurance Plan April 2014 - Present
Sun Life Financial October 2012 - April 2014
Sunlife Financial February 2012 - October 2012
Sun Life Financial of Canada June 2001 - November 2005
Clarica October 2000 - June 2001
Clarica September 1999 - October 2000
Skills
Disability Insurance, Disabilities, Case Managment, Claim, Health Insurance, Employee Benefits, Claims Management, Coaching, Disability Management, Claim Investigation, Claims Resolution, Claims Handling, Rehabilitation, Return to Work Planning, Service Provider...
Education
Conestoga College 1998 — 1999
BI Glass Consulting September 2015 - Present
FundSERV Inc. February 2014 - September 2015
Sun Life Financial July 2010 - January 2014
CIBC Mellon Trust Company 2006 - July 2010
Sun Life Financial of Canada 2001 - 2005
x.eye 1999 - 2001
CGI Information Systems and Management Consultants 1997 - 1999
Bell Sygma Telecom Solutions 1995 - 1996
Interactive Media Corp. 1993 - 1995
Tell Canada Telecommunications Group 1991 - 1993
Skills
Business Intelligence, MicroStrategy, MicroStrategy Reporting, MicroStrategy Mobile, Business Objects, Data Warehouse..., Consulting, Analytics Dashboards, Data Warehousing, Data Modeling, Data Integration, ETL, Enterprise Architecture, SDLC, Business Analysis, Oracle, DB2, Requirements Analysis, Software Development, Microsoft SQL Server, Unix, Databases, Solution Architecture, CRM, Informatica, Data Architecture, ITIL, Architectures, Requirements Gathering, Agile Methodologies, Visio, Software Project..., XML, SQL, Project Management, Integration, Business Process, Technical Architecture, Project Portfolio..., Database Design, Quality Control, Software Design, Architecture, System Design, Disaster Recovery, Data Architec
Education
Humber College 1984 — 1998
Digital Technology
Sun Life Financial of Canada May 2012 - Present
Benefit Partners January 2011 - Present
Rode Wealth Team January 2010 - April 2012
Skills
Strategic Financial..., Investments, Wealth Management, Estate Planning, Finance, Critical Illness, Life Insurance, Insurance, Employee Benefits, Retirement Planning, Income Protection, Risk Management, Investment Strategies, Mutual Funds, Financial Planners, Wealth Accumulation, Income Protection..., Disability Insurance, Retirement Savings, Financial Advisory, RRSP, TFSA, Wealth Management..., group benefits, Segregated Funds, Financial Analysis, Holistic Financial..., Debt Management, Debt Restructuring, Debt Elimination, Individual Pension Plans, Manage Client..., RESP, long-term Care Insurance, Financial Education, Networking, Client Development, Referrals, MSP, Employee Benefit Plan, Audits of Employee..., Corporate Insurance, Buy Sell Agreements, Mortgage Insurance, Stop Loss, Budgets, Health Insurance, Public Speaking, Quarterly Taxes, Soccer
Education
The University of British Columbia 2007 — 2009
Commerce, Finance
Langara College 2004 — 2007
Human Kinetics & Economics
Simon Fraser University July 2011 - Present
AceYourMathClass.com Tutoring 2010 - Present
Marcus Barnes March 2009 - Present
Sun Life Financial of Canada January 2011 - March 2011
Two Brained Consultants January 2009 - June 2010
BC MediaWorks April 2008 - December 2008
Simon Fraser University September 2005 - December 2007
York University May 2000 - August 2005
Skills
Mathematics, PHP, Web Development, JavaScript, MySQL, HTML/XML, Wordpress, LAMP, Tutoring, Teaching, Programming, LaTeX, CSS, Drupal, WordPress, HTML 5, HTML, Software Development, SQL, AJAX, Web Applications, Unix, OS X, Data Analysis, XML, Python, Public Speaking, Analysis, Research, Statistics, Management, Linux
Education
University of Illinois at Urbana-Champaign 2008 — 2008
Certificate of Professional Development, Web Programming & Client Side Web Programming
Simon Fraser University 2005 — 2007
M.Sc., Mathematics & History of Mathematics
York University 2000 — 2005
B.Sc., Mathematics
Grand River Hospital January 2015 - Present
Leadership Waterloo Region November 2012 - Present
Laurie Arlein Calder and Associates January 2004 - Present
Sun Life Financial October 2010 - December 2011
Sun Life Financial September 2008 - October 2010
Sun Life Financial of Canada October 2005 - September 2008
Sun Life Financial of Canada January 2002 - February 2004
Mutual Life/Clarica Insurance Company January 1994 - December 2000
Skills
Leadership Development, Change Management, Large Group Facilitation, Executive Coaching, Lifestyle Coaching, Coaching, Public Speaking, Myers-Briggs Type..., Personality Dimensions, Mediation, Team Building, Team Development, Career Counseling, Training & Development, MBTI, Leadership Training and..., Leadership, Organizational..., Workshop Facilitation, Human Resources, Performance Management, Employee Training, Training, Talent Acquisition, Recruiting, Succession Planning, HR Policies, Career Development, Organizational..., Onboarding, Personnel Management, Workforce Planning, HR Consulting, Management Consulting, Employee Engagement, 360 Feedback, Project Management, Training Delivery, Benefits Administration
Education
Conestoga College
Registered Nurse, Psychology
University of Waterloo
Part time student, Pyschology
Lynn Saunders Cutter, Inc. 1991 - Present
Sun Life Financial of Canada 1984 - 1992
Skills
Marketing Communications, Social Media Marketing, Public Relations, Web Content Streamlining, Fundraising, Event Management, Public Speaking, Copywriting, Copy Editing, Web Content, Marketing, Non-profits, Event Planning, Marketing Strategy, Blogging, Change Management, Volunteer Management, Project Management, Editing, Nonprofits, Newsletters, Leadership, Social Media, WordPress, Community Outreach, Media Relations, Social Networking, Facebook, Grant Writing, Strategic Communications, Creative Writing, Program Development, Community Development, Proposal Writing, Research, Philanthropy, Grants, Press Releases, Board Development, Non-profit..., Publishing
Education
Babson College - Franklin W. Olin Graduate School of Business
1992, MBA (Marketing)
Mount Holyoke College
1981, Latin American Studies
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 June 2013 - Present
Sun Life Financial August 2012 - July 2013
Sun Life Financial August 2011 - July 2012
Sun Life Financial February 2011 - July 2011
Sun Life Financial of Canada August 2010 - January 2011
Office of the Provost, Brandeis University September 2007 - May 2010
Warnaco Italy s.r.l. – Licensor for Calvin Klein Jeans, Milan, Italy June 2009 - August 2009
Press Office, Municipality of Milan January 2009 - May 2009
CISCRP, The Center for Information & Study on Clinical Research Participation May 2008 - August 2008
Harvard Business School Publishing June 2007 - August 2007
Skills
Leadership, Public Speaking, Program Management, Customer Experience, Microsoft Excel, Strategy, Management, Event Planning, Toastmasters, Proofreading, Access, PowerPoint, Microsoft Word, Visio, SPSS, Fundraising, Catering, Internal Communications, Research, Data Analysis, Copy Editing, Microsoft Office, Customer Service, Project Management
Education
Brandeis University 2006 — 2010
B.A, Economics, Minor in Business
Institute for the International Education of Students Abroad 2009 — 2009
Economics, Italian
Università Bocconi 2009 — 2009
Economics and Management
SSQ Financial Group October 2007 - Present
RBC Insurance June 2005 - September 2007
Sun Life Financial of Canada March 2003 - March 2004
Skills
Insurance, Managing and Coaching, Auditing, Training, Health Insurance, Claim, Customer Service, Employee Benefits, Process Improvement, Analysis, Outlook, Microsoft Excel
Education
Ryerson University 1984 — 1988
Bachelor of Business Management, Business
Health Insurance Association of America 1995 — 1996
Health Insurance Associate
Seneca College of Applied Arts and Technology 2007 — 2010
Conversational French Certificate, French Language
Sun Life Financial of Canada October 2010 - Present
Skills
Life Insurance, Retirement, Retirement Planning, Underwriting, Insurance, Risk Management, Financial Risk, Term Life Insurance, Long-term Care, Health Insurance
Education
Business Career College
Life Insurance
Conestoga College
MetLife Auto & Home September 2014 - Present
Western & Southern Financial Group April 2008 - September 2010
Capital Wealth Management March 2007 - February 2008
Sun Life Financial of Canada May 2005 - October 2006
Jefferson Pilot Financial May 2004 - May 2005
Nationwide Financial April 2001 - April 2004
Huntington Investment Company April 1999 - March 2001
BB&T Investment Services, Inc. August 1996 - April 1999
The Laughlin Group October 1992 - July 1996
Marketing One, Inc. 1985 - 1992
Skills
Sales Management, Territory Management, Recruiting, Talent Identification, Sales, Fixed Annuities, Variable Annuities, Income Annuities, Life Insurance, Sales Presentations, Product Presentations, Board Presentations, Wealth Management, FINRA Series 7, 63, 65, Investment Advisory..., Retirement Planning, Retirement Income, Series 7, Retirement, Insurance, Finance, Banking, Mutual Funds, Business Development, CRM, Series 63, Financial Services, 401k, Leadership, Relationship Management, Financial Advisory, Securities, Asset Allocation
Education
College for Financial Planning 2008 — 2008
CRPC, Retirement Planning
The American College 1980 — 1982
Chartered Life Underwriter, Insurance
Taylor University
Business Administration, Business Administration & Economics
Sun Life Financial December 2012 - Present
Sun Life Financial of Canada October 2011 - November 2012
BLJC 2006 - 2009
Sun Life Financial of Canada 2004 - 2006
ADD+ 2002 - 2004
Skills
AutoCAD, Microsoft Office, Leadership, Project Management, Project Planning, Analysis, Software Documentation, Strategic Planning, Management, Furniture, Budgets, Team Leadership, Contract Negotiation, Customer Service, Microsoft Excel, Move Management, PowerPoint, Microsoft Word, Contract Management, MS Project, Project Coordination, Negotiation, Teamwork, Team Building, Vendor Management, Process Scheduler
Education
University of Guelph 2009 — 2011
Commerce, Public Management
Sheridan College 1999 — 2002
Interior Design
CoreNet Seminar Series
MCR.w
HealthcareSource March 2011 - Present
Salary.com May 2008 - October 2010
Harvard Bioscience August 2004 - May 2008
Apogent Technologies December 2002 - August 2004
Sonus Networks May 2000 - December 2002
Sun Life Financial of Canada 1995 - 1999
Allmerica Financial 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Mergers, Investor Relations, Financial Modeling, Technical Accounting, Debt
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2001
MBA, Finance
Southern New Hampshire University 1987 — 1991
Bachelor of Science, Accounting
Sun Life Financial June 2012 - Present
The Hartford June 2003 - June 2012
Canada Life Assurance Co September 1995 - May 2003
Sun Life Financial of Canada May 1987 - August 1995
Skills
Voluntary Employee..., Disability Insurance, Life Insurance, Employee Benefits, Dental Insurance, Sales Presentations, Spanish-speaking, Critical Illness, Disabilities, Insurance, Account Management, Brokers, Dentistry, Health Insurance, Underwriting, Small Business, Medicare, Term Life Insurance, Property & Casualty..., Employee Wellness, Sales, Health Savings Accounts, Benefits Administration, Accident, Whole Life, Commercial Insurance, Accident Insurance, Long-term Care
Education
University of Southern Mississippi 1980 — 1984
B.A., English as a Second Language
Hattiesburg High School 1977 — 1980
Fengate Property Management Ltd. March 2014 - Present
20 VIC Management Inc. December 2005 - Present
Bentall Real Estate Services 2003 - 2005
Sun Life Financial of Canada November 1993 - August 2001
Lehndorff Property Management Limited 1983 - 1993
Skills
Property Management, Facilities Management, Management, Leases, Lease Administration, Landlords, Tenant, Location Intelligence, Project Management, Commercial Real Estate, Shopping Centers, Corporate Real Estate, Construction, Real Estate Development, Real Estate, Operations Management, Land Acquisition, Strategic Planning, Construction Management, Landlord, Contract Management, Contract Negotiation, Disposition, Lease Negotiations, Real Estate Transactions, Project Planning, Investment Properties, Project Coordination, Budgets, Asset Managment, Negotiation, Residential Homes, Marketing Strategy, Asset Management, Customer Service, Marketing, Land Development
Education
Mohawk College 1978 — 1979
Civil Engineering Technology
McMaster University 1973 — 1977
Bachelor of Arts (B.A.)
Putnam Investments February 2012 - Present
Sun Life Financial of Canada July 2009 - December 2011
Lincoln Financial Group April 2005 - July 2009
The Hartford March 2002 - April 2005
UPS 1998 - 2002
Skills
Series 6, Series 63, Series 7, Retirement
Education
SUNY Potsdam 1994 — 1998
Bachelor of Arts (BA), Industrial Labor Relations
Watertown New York High School 1990 — 1994
High School
The Phoenix Companies September 2013 - Present
Freelance October 2012 - August 2013
American International Group April 2008 - April 2012
MetLife June 2004 - March 2008
Sun Life Financial of Canada April 1998 - June 2004
John Hancock Life Insurance Company (U.S.A.) April 1996 - March 1998
Skills
Actuarial Science, Financial Economics, Investments, ALM, Capital Management, Solvency II, Enterprise Risk..., Fixed Income, Bonds, Portfolio Management, Market Risk
Education
Canadian Institute of Actuaries 1983 — 1992
Fellow, Finance
Society of Actuaries 1983 — 1992
Fellow, Finance
Memorial University of Newfoundland 1976 — 1982
B.Sc., Physics
Beaconsfield High School 1973 — 1976
CIBC February 2012 - Present
Sun Life Financial of Canada January 2006 - January 2012
Sun Life Financial January 2003 - December 2005
Sun Life Financial January 2003 - December 2005
Sun Life Financial January 2001 - December 2005
Sun Life Financial November 1995 - December 2000
Skills
Certified Project..., Release Management, Project Planning, Project Implementation, Software Project..., Project Execution, Project Delivery, Offshore Software..., SDLC, CMMI, Project Coordination, Team Leadership, Organizational..., Influential, Project Management, Requirements Gathering, Business Requirements, CRM, Change Management, Risk Management, IT Service Management, Software Development
Education
Project Management Institute 2011 — 2011
PMP
McMaster University 2004 — 2009
MBA, Major in E-Business and Minor in Finance
University of Waterloo 1990 — 1995
BMath, Mathematics and Computer Science
AEGON Canada / Transamerica June 2000 - Present
Sun Life Financial of Canada 1998 - 2000
The Etherington Group 1996 - 1998
Crown Life 1993 - 1996
Skills
Leadership, Analytical Skills, Business Decision Making, Analytic Problem Solving, Life Insurance, Sales Operations, Business Analysis, Business Planning, Product Management, Sales Management, Salesforce.com, Salesforce.com..., Segregated Funds, Retirement, Disability Insurance, Sales Compensation Plans, Data Segmentation, Data Analysis, Target Segmentation, Forecasting, Sales Reporting, Event Planning, Marketing Strategy, Insurance, Risk Management
Education
Suzhou University 1988 — 1988
International Business
Ryerson University 1985 — 1988
Bachelor Business Management, Accounting, Finance, Marketing, Dean's List
Beutel, Goodman & Company Ltd. April 2013 - Present
Legg Mason Canada October 2004 - March 2013
TD Asset Management July 1995 - September 2004
Sun Life Financial of Canada February 1993 - July 1995
Sun Life Financial of Canada January 1991 - January 1993
Sun Life Financial January 1989 - December 1990
Skills
Chartered Financial..., CFA, Investment Management, Securities, Equity Research, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Capital Markets, Investments, Asset Allocation, Investment Strategies, Equities, Series 7, Trading, Fixed Income, Client Relations Skills, Financial Services, Private Equity, Hedge Funds, Wealth Management, Derivatives, Valuation
Education
University of Calgary 1980 — 1984
Bachelor of Commerce, Finance
Sun Life Investment Management December 2007 - Present
Sun Life Financial September 2005 - November 2007
Sun Life Financial May 2003 - August 2005
Sun Life Financial of Canada April 2001 - May 2003
Skills
Portfolio Management, Investments, Financial Analysis, Analytics, Credit Risk, Finance, Financial Modeling, Fixed Income, Mutual Funds, Risk Management, Financial Risk, Asset Management, Strategic Financial..., Valuation, Capital Markets, Wealth Management, Investment Strategies, Securities, Insurance, Equities, Pensions, Hedging, Credit Analysis, Enterprise Risk..., Banking, Market Risk, Financial Services, Bloomberg, Asset Allocation, Derivatives, Alternative Investments, Hedge Funds, Corporate Finance, Due Diligence, Credit
Education
Central University of Finance and Economics
B.Comm.
University of Saskatchewan
MBA
Sun Life Financial January 2015 - Present
Sun Life Financial April 2010 - January 2015
Sun Life Financial of Canada July 2008 - April 2010
Skills
Insurance, Operations Management, People Development, Problem Solving, Escalation Resolution, Customer Service, Service Delivery, Business Analysis, Business Process..., Recruiting, Financial Services, Leadership, Management, Mutual Funds, Risk Management, Vendor Management
Education
University of Guelph 1996 — 2000
BLA
Evercare Financial Inc. July 2011 - Present
Performax Financial Inc. July 2009 - Present
Columbia International College January 2011 - June 2011
Sun Life Financial of Canada October 2007 - July 2009
Universidad de Salamanca March 2000 - January 2005
Univerzitet u Beogradu 1996 - 1999
Univerzitet u Beogradu September 1983 - September 1996
Skills
Financial Planning, Strategic Financial..., Saving for Education, Life Insurance, Health Insurance, Critical Illness..., Critical Illness, Disability Insurance, Long Term Care, Long-term Care, Fixed Annuities, Retirement Planning, Retirement, Business Technology, Atomic, Biological and..., Biophysics, Educational Program..., Philosophy, History, Politics, Diving, Cooking, Russian, Spanish, Physics, Serbo-Croatian, French, University Teaching, Academic Tutoring, Financial Planners, Term Life Insurance, Financial Advisory, Income Protection, Pensions, Social Media
Education
Univerzitet u Beogradu 1992 — 1996
Doktor fizičkih nauka (Ph. D.), Physics
Univerzitet u Beogradu 1967 — 1982
Magistar fizičkih nauka (M.Sc.), Physics
Mouvement Desjardins June 2010 - Present
Standard Life 2005 - 2010
Sun Life Financial of Canada 1998 - 2005
Skills
Commercial mortgages, Residential Mortgages, Investments, Financial Analysis, Portfolio Management, Finance, Real Estate, Banking, Credit, Commercial Real Estate, Asset Management, Risk Management
Education
Université du Québec à Montréal 1985 — 1991
Baccalauréat, Baccalauréat en administration des affaires
La Dauversière
Sun Life Financial 2012 - Present
Sun Life Financial January 2011 - June 2012
Sun Life Financial January 2009 - January 2011
Sun Life Financial of Canada August 2004 - November 2008
Education
Ecole des hautes Etudes commerciales 1980 — 1983
BBA, Marketing & Finance
HEC Montréal
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Business Managemet
RBC Dominion Securities January 2015 - Present
RBC Dominion Securities August 2010 - December 2014
Sun Life Financial of Canada November 2008 - August 2010
Goldman Sachs December 2007 - May 2008
Skills
Derivatives, Bloomberg, Investment Strategies, Trading, Market Research, Investments, Financial Analysis, Equities, Valuation, Alternative Investments, Options, Financial Modeling, Securities, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Corporate Finance, Risk Management, Capital Markets, Wealth Management, Equity Research, Banking, Strategic Financial..., Mutual Funds, Credit Risk, Asset Allocation, Technical Analysis, Investment Management, Bonds
Education
Chartered Market Technician (CMT) 2012 — 2014
CMT charterholder
Chartered Financial Analyst 2011 — 2013
Completed Level I
Queen's University 2010 — 2011
Masters, Finance
Wilfrid Laurier University 2004 — 2008
BA, Economics and Finance
SOS Hermann Gmeiner School 2002 — 2004
International Baccalaureate, IB Diploma
RBC April 2013 - December 2013
Placement Services February 2011 - April 2012
CPPIB March 2008 - November 2008
RBC November 2006 - May 2007
CIBC August 2004 - August 2006
RBC January 2004 - July 2004
Toshmar Systems Consulting, Inc. March 2000 - December 2003
Sun Life Financial of Canada March 1996 - July 1999
Skills
Technical Writing, Business Analysis, Systems Analysis, Documentation, Business Requirements, Requirements Gathering, Requirements Analysis, Functional..., SDLC, User Acceptance Testing, Project Plans, Deliverables, Business Process, Technical Documentation, Requirements..., Requirements Management, Manuals, Testing, Technical Communication, Proposal Writing, Guides, BRD, Instructional Design, Scope Management, Business Process Design, Analysis, Test Cases, Gap Analysis, Visio, MS Project, Quality Assurance, Application Design, Business Process..., SharePoint, Vendor Management, Process Mapping, SnagIt, Project Planning, MS Office Suite, Change Management, Process Improvement, Technical Training, Workflow Analysis, Document Management, Test Planning, Project Coordination, RFP, Workshop Facilitation, Functional Requirements, Software Documentation
Education
Central Michigan University 1995 — 1998
Master of Adult Education, Education
Humber College 1995 — 1996
Technical Writing Certificate, Technical Writing
Humber College 1994 — 1996
Diploma Systems Analyst, Systems Analysis
York University 1989 — 1995
Bachelor of Arts, Double Major: Sociology and English
Sun Life Financial of Canada November 2010 - Present
Evergreen Association August 2008 - September 2010
Education
Ryerson University
B. Comm., Human Resources
Workplace Safety and Insurance Board (WSIB) August 2014 - Present
Adastra September 2012 - August 2014
Adastra March 2012 - July 2012
Adastra June 2011 - December 2011
Sun Life Financial of Canada February 2011 - May 2011
Ministry Of Education July 2010 - January 2011
Bank Of Montreal 2008 - July 2010
CGI Inc 2004 - 2008
AT & T / All Stream 2000 - 2003
BOC 1998 - 1999
Skills
ETL, Data Modeling, Informatica, Data Warehousing, Business Intelligence, Ab Initio, Datastage, DB2, SQL, Quality Assurance, Data Marts, Databases, Erwin, Integration, Microsoft SQL Server, Requirements Analysis, SDLC, Systems Analysis, Unix, Unix Shell Scripting, User Acceptance Testing
Education
Philippine Christian University 1989 — 1992
TD January 2012 - Present
Sun Life Financial of Canada April 2011 - July 2011
Martin Merry & Reid Limited September 2010 - December 2010
Deloitte September 2005 - August 2010
Senior Administrative Assistant April 2004 - January 2005
Gerling Canada Insurance Company/GCAN Insurance Company April 2002 - November 2003
Swiss Re Life & Health December 1986 - February 2002
Skills
Administrative Support
Education
Durham College 1980 — 1983
Business, Personnel Option, Psychology, HR Management, Organizational Behaviour, Business Law
Avanade November 2014 - Present
CBG Inc. January 1992 - Present
ADXSTUDIO Inc. October 2011 - November 2014
Government Regulators September 2005 - October 2011
Sun Life Financial of Canada September 2001 - September 2005
Regulatory College September 2001 - December 2003
Unleash Corporation August 1997 - August 2001
MOH - Trillium Drug Program 1995 - 1997
Canadian Imperial Bank of Commerce August 1994 - August 1995
Ontario Lottery and Gaming Corporation 1991 - 1993
Skills
Microsoft CRM, Pivotal, Project Management, CRM, SharePoint, Integration, PMP, E-commerce, Business Analysis, Business Process, Leadership, Software Project..., Management, Project Delivery, Enterprise Software
Education
Concordia University 1983 — 1986
B.A., Specialization in Mathematics/Minor in Commerce
CEGEP - John Abbott College 1981 — 1983
DEC - Commerce, Marketing
Riverdale 1977 — 1981
Riverdale
Tocara June 2011 - Present
Byzantine Homes November 2010 - Present
Sun Life Financial of Canada May 2005 - December 2009
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Time Management
Education
Conestoga College 2001 — 2004
Accounting, Marketing
KLS Consulting November 2006 - Present
The Psychology Foundation of Canada 2006 - 2011
Canadian Psychiatric Research Foundation April 2004 - October 2006
Sun Life Financial of Canada November 2002 - April 2004
Hill and Knowlton Canada 2000 - 2002
The Quit Clinic April 1997 - July 1998
The Lung Association June 1993 - July 1997
Skills
Writing, Non-profits, Health, Community Development, Marketing Communications, Editing, Event Management, Nonprofits, Project Management, Research, Marketing
Education
Ivey Business School at Western University 1998 — 2000
MBA
University of Waterloo 1987 — 1992
B.Sc., Applied Health Studies (Co-op Program)
Sun Life Financial November 2014 - Present
Spirit Within Wellness Services April 2014 - Present
Sun Life Financial October 2010 - December 2014
Sun Life Financial of Canada July 2008 - October 2010
Sun Life Financial of Canada July 2002 - July 2008
Equitable Life May 2007 - November 2007
Skills
Training, Needs Analysis, Insurance, Call Center, Retirement Savings, Workshop Facilitation, Project Management, People Development, Coaching Staff, Team Leadership, Leadership, Training Delivery, Recruiting, Customer Service, Call Centers, Leadership Development, Strategic Planning, Employee Training, Team Management, Management, Employee Engagement, Coaching
Education
Ontario Skills Development 2005 — 2005
Certificate in Adult Learning, Adult Education
Conestoga College 1992 — 1994
Certificate, Human Resources Management
University of Guelph 1983 — 1987
Bachelor of Commerce, Hotel and Food Administration
PPI Benefits June 2013 - Present
PPI Advisory March 2008 - June 2013
Sun Life Financial of Canada March 2005 - March 2008
Canada Life September 2002 - March 2005
PPI Financial Group 2000 - 2002
Manulife Financial 1994 - 1999
Alberta's Children Hospital 1988 - 1994
Skills
Deferred Compensation, Sales Management, Employee Benefits, Leadership, Strategy, Business Development, Sales, Management, Training, Team Building, Coaching, Change Management, Time Management, Leadership Development, Healthcare, Talent Acquisition, Performance Management, Customer Service, Organizational..., Account Management, Risk Management, Employee Training, Employee Relations, Marketing, Mergers & Acquisitions
Education
Red Deer College 1984 — 1987
Nursing Diploma, Nursing
Tri Marine January 2011 - Present
Detto Technologies April 2000 - February 2010
Sun Life Financial of Canada December 1997 - April 2000
InfoSpec Systems Inc. February 1997 - December 1997
Yellow Pages Online, Inc. November 1995 - June 1996
Baxter Healthcare June 1989 - October 1995
Skills
Management, Networking, Leadership, Security, Hardware, VMware, Active Directory, Microsoft Exchange, Disaster Recovery, Strategic Planning
Education
Eastern Washington University 1986 — 1989
BA, MIS
Metropolitan Life Insurance Company July 2007 - Present
Sun Life Financial of Canada June 2007 - June 2008
Skills
Universal Life, Disability Insurance, Whole Life, Life Insurance, Term Life Insurance, Health Insurance, Property & Casualty..., Insurance, Umbrella Insurance, Commercial Insurance, Long-term Care, Commercial Lines, Legal Liability, Underwriting, Fixed Annuities
Education
University of Mississippi 2003 — 2007
Marketing
Milton High School 2000 — 2003
Pitney Bowes February 2015 - Present
United Services Group October 2010 - February 2015
Pitney Bowes October 2006 - August 2010
Pitney Bowes January 2003 - August 2006
Pitney Bowes February 2002 - January 2003
CIT May 1998 - January 2002
CIT October 1993 - May 1998
CIBC Leasing Limited October 1989 - October 1993
CIBC May 1986 - October 1989
Sun Life Financial of Canada September 1981 - May 1986
Skills
Process Engineering, Business Acumen, P&L, Financial Planning, Strategic Planning, Strategic Financial..., Financial Analysis, Income Statement, Risk Management, Management, Financial Reporting, Cross-functional Team..., Budgets, Leadership, Contract Negotiation, Forecasting, New Business Development, Portfolio Management, Sales, Operations Management, Finance
Education
Certified General Accountant 1985 — 1991
Designation, Accounting
Concordia University 1975 — 1977
B Comm, Economics
Loyola College 1972 — 1975
CEGEP Diploma, Commerce
Rosemount High School 1968 — 1972
High School Diploma, Business/Commerce, General
RBC Insurance September 2011 - Present
Sun Life Financial of Canada July 2009 - September 2011
Libery Life South Africa September 1979 - April 2009
Skills
Dependable/Reliable/Resp..., Good Interpersonal..., Honest, Critical Illness, Disability Insurance, Insurance, Insurance Planning, Long Term Care, Annuities, Segregated Funds, Health, Group Benefits, Financial Planners, Long-term Care, Employee Benefits, Retirement Planning, Life Insurance, Financial Services, Situational Leadership, Retirement, Health Insurance, Investments, Term Life Insurance
Education
The Canadian Institute of Financial Planning 2015 — 2019
Retirement Planning, Retirement Planning for Affluent Clients
University of Stellenbosch 2006 — 2008
RFP3, Finance and Economics
Sun Life Financial March 2014 - Present
Sun Life Financial of Canada July 2010 - March 2014
Sun Life Financial February 2009 - July 2010
Sun Life Financial November 2007 - February 2009
Sun Life Financial January 2007 - November 2007
Sun Life Financial June 2004 - January 2007
Clarica Financial Services June 2002 - June 2004
Clarica Financial Services April 2001 - June 2002
Clarica Financial Services June 2000 - April 2001
Clarica Financial Services October 1996 - June 2000
Skills
Business Analysis, PMO, Project Portfolio..., Program Management, MS Project, Project Planning, Resource Management, Change Management, Process Improvement, PMBOK, Project Delivery, Project Plans, Management, Team Leadership, Leadership, SDLC, Digital Marketing, Vendor Management, Business Process..., CRM, Requirements Gathering, PMP, Business Process, Project Management, Business Requirements
Education
Concordia University
McGill University
University of Ottawa July 2014 - Present
uOttawa- Career Development Centre November 2007 - Present
University of Ottawa January 2003 - November 2007
Sun Life Financial of Canada January 1988 - December 2002
Skills
Customer Service, Customer Retention, Training, Management, Development & delivery..., Client Relations Skills, Complaint Management, Human Resources, Career Development, Workshop Facilitation, Budgets, Resume Writing, Career Counseling, Program Development, Public Speaking, Leadership Development, Interviews, Program Management, Recruiting, Coaching, Employee Training, Community Outreach
Education
Université de Montréal - HEC Montréal 1984 — 1987
Bachelor of Business Administration (B.B.A.)
Liftsafe Group of Companies September 2011 - Present
Sun Life Financial January 2011 - October 2011
Sun Life Financial of Canada August 2008 - January 2011
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Strategy, Direct Marketing, Marketing, Graphic Design, International Marketing, Corporate Communications, Project Planning, B2B Marketing, Online Marketing, Brand Management, Integrated Marketing, Fundraising, Sales, Market Research
Education
University of Waterloo 2011 — 2011
Certificate, Social Media for Business Performance
Wilfrid Laurier University 2006 — 2009
BA, Communications and Global Studies
Fanshawe College 2005 — 2006
BAM, Business Administration Marketing
Fanshawe College 2003 — 2005
BM, Business Marketing
Sun Life Financial of Canada November 2008 - Present
Assante Wealth Management November 2006 - September 2008
Descartes Systems Group June 2005 - October 2006
Sunoco January 2000 - May 2006
Skills
Data Management, Customer Service, People Management, Business Correspondence, Coaching Staff, 360 Feedback, Employee Recognition, Investments, Call Center, Call Centers, Coaching, Employee Benefits, Management, Data Entry, Public Speaking
Education
Conestoga College
Business Administration.
Metolius Capital, LLC November 2013 - Present
Sterling Trader, INC November 2012 - November 2013
Clark Trading at Chicago Board of Trade February 2012 - November 2012
Sun Life Financial of Canada March 2010 - July 2010
OTT Financial Inc July 2009 - January 2010
Shenzhen Stock Exchange May 2007 - August 2007
Skills
VBA, Matlab, Trading Systems, Options, Trading, C#, Monte Carlo Simulation, Excel, R, Commodity Markets, Portfolio Optimization, Trading Strategies, Market Risk, VAR, Microsoft Excel, Technical Analysis, Fixed Income, Capital Markets, Commodity, FX Options, Proprietary Trading, Bloomberg, Hedge Funds
Education
Illinois Institute of Technology 2010 — 2012
Masters of Science, High Frequency Finance
Wilfrid Laurier University 2004 — 2008
BA, Financial Mathematics
Carl J. Lemieux, CHS July 2013 - Present
Carl J. Lemieux, RHU January 2011 - July 2013
CIBC Wood Gundy Financial Services (Quebec) Inc September 2008 - November 2010
TD Waterhouse Insurance Services Inc May 2004 - September 2008
AXA Assurances December 2003 - October 2004
RBC DS Financial Services (Quebec) Inc April 2000 - April 2003
BMO Nesbitt Burns (NB Financial Services Inc September 1997 - June 1999
Standard Life Assurance Company September 1994 - August 1997
Ottawa January 1994 - September 1994
Sun Life Financial of Canada 1985 - 1994
Skills
Investments, Retirement Planning, Insurance, Estate Planning, Critical Illness, Annuities, Long Term Care, Succession Planning, Disability Insurance, Employee Benefits, Retirement, Pensions, Sales Management, Term Life Insurance, Group Benefits, Fixed Annuities, Wealth, Strategic Financial..., Life Insurance, Long-term Care, Investment Strategies, Wealth Management, Risk Management, Management, Personal Finance, Financial Services, Savings, Wealth Management..., Wealth Accumulation, Financial Planners, Finance, Investment Management, Financial Advisory, Investment Advisory, Mutual Funds, Asset Allocation, Small Business, High Net Worth..., Mortgage Lending, Personal Financial..., Retirement Savings, Portfolio Management, Credit, Asset Management, Loans, Whole Life, Alternative Investments, Securities, Equities, Universal Life
Education
Institute of Canadian Bankers 2003 — 2008
Babson College, Boston 1996 — 1996
A.M.T.C, Agency Management
McGill University 1974 — 1976
Education
Marianopolis College 1971 — 1975
DEC, Psychology
St. Dominic's & Cardinal Newman
St. Dominic's & Cardinal Newman
St. Dominic's & Cardinal Newman
St. Dominic's & Cardinal Newman
CMLS Financial September 2013 - Present
CIBC Commercial Banking April 2003 - September 2013
Sun Life Financial of Canada November 1983 - February 2003
Bank of America Canada October 1979 - November 1983
Canadian Armed Forces June 1977 - September 1979
Skills
Finance, Mortgage Lending, Credit, Loans, Banking, Commercial Banking, Investments, Credit Analysis, Commercial Mortgages, Financial Analysis, Portfolio Management, Residential Mortgages, Credit Risk, Commercial Lending, Risk Management, Real Estate, Relationship Management, Real Estate Economics, Commercial Real Estate, Retail Banking, Refinance
Education
Nova Scotia Community College
Saint Mary's University
Sun Life Financial April 2012 - Present
Sun Life Financial January 2011 - March 2012
Sun Life Financial October 2007 - December 2010
Sun Life Financial of Canada May 2010 - October 2010
Sunlife Financial September 2006 - October 2007
Sun Life Financial April 2005 - September 2006
Investors Bank and Trust June 2004 - April 2005
Skills
Treasury Management, Financial Analysis, Cash Flow Forecasting, Treasury Operations, Liquidity Management
Education
Stonehill College 2000 — 2004
Finance Major, Computer Information Systems Minor
Houghton Mifflin Harcourt June 2009 - Present
Houghton Mifflin Harcourt 2001 - December 2008
Sun Life Financial of Canada 1998 - 2001
Houghton Mifflin 1996 - 1998
Education
Suffolk University
B.S., Paralegal Studies, English
Progressive Insurance March 2011 - Present
Capgemini Consulting July 2005 - Present
Capgemini July 2005 - Present
Sun Life Financial of Canada 2009 - 2010
Skills
Quality Center, Manual Testing, QTP, Test Management, User Acceptance Testing, Testing, LoadRunner, Performance Testing, Test Planning, Regression Testing, System Testing, Test Strategy, System Integration..., SDLC, Pega PRPC, Test Automation, Test Estimation, Defect Tracking, Agile Testing, CMMI, SAP Testing, Peoplesoft, Integration Testing, Test Execution, Test Cases, SoapUI, HP Quality Center
Education
Sri Krishnadevaraya University 2000 — 2002
MSc Computer Science
Sun Life Financial of Canada October 2000 - Present
Sun Life Financial 2000 - Present
Skills
Insurance, Estate Planning, Retirement, Disability Insurance, Finance, Mutual Funds, Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Investments, Fixed Annuities, Customer Service, Critical Illness, Financial Advisory, Leadership, Financial Services
Education
Conestoga College 1975 — 1979
yes, business management
Sun Life Financial of Canada Wellness Relationship ManagerSun Life Financial2000 - Present
Medisys September 1995 - July 2000
Education
Université de Montréal 1990 — 1994
certificate, Health & Safety
Sun Life Financial January 2013 - Present
Sun Life Financial June 2010 - January 2012
Sun Life Financial of Canada September 2007 - June 2010
Clarica 1989 - 2001
Skills
Marketing Strategy, Market Research, Integrated Marketing, Digital Strategy, Marketing Communications, Consumer Marketing, Consumer Behaviour, Client-centric, Voice of the Customer, Builds Relationships, Collaborative Leadership, Leadership, Business Development, Financial Services
Education
University of Guelph 1980 — 1984
M.Sc., Consumer Studies, Marketing, Market Research
Sun Life Financial of Canada 2012 - Present
Skills
Customer Service, Insurance, Microsoft Office, Business Analysis, Windows
Education
British Columbia Institute of Technology 2009 — 2010
Certificate, NASP
The University of British Columbia 2009 — 2010
Bennington Financial Services Corp. October 2011 - March 2013
Bodkin Financial Corporation May 2007 - October 2011
Sun Life Financial of Canada 2005 - 2007
Skills
Relationship Management, Credit Risk, Commercial Lending, Funding
Education
Seneca College of Applied Arts and Technology 1985 — 1988
Business Diploma
The Ohio State University 1970 — 1974
BSc, Family Studies
IBM July 2009 - Present
Sun Life Financial of Canada 2001 - 2009
Education
Mohawk College 1986 — 1989
Co-op Computer Science
Foresters April 2010 - July 2015
Foresters September 2008 - April 2010
Sun Life Financial May 2006 - July 2008
Sun Life Financial of Canada 2005 - 2008
Skills
Insurance, Training, Life Insurance, Process Improvement, Coaching, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Disability Insurance
Education
George Brown College 2006 — 2007
Certificate in Financial Planning
York University 1996 — 1998
BA, Political Science
Scotiabank February 2012 - October 2014
TD Bank Group May 2011 - February 2012
Sun Life Financial of Canada December 2010 - April 2011
AEGON Canada / Transamerica November 1997 - July 2010
Consumers Gas Company Inc. February 1997 - November 1997
American International Assurance Life Company Ltd. May 1996 - February 1997
Prudential Insurance Company of America January 1994 - May 1996
Prudential Insurance Company of America March 1990 - January 1994
Skills
Enterprise Content..., Project Management, Access, Microsoft SQL Server, Databases, UML, Kofax, Simulations, FileNet, Business Requirements, Functional..., Technical Documentation, Quality Assurance, SDLC, Business Process..., Requirements Gathering, Software Documentation, Business Analysis, Business Process
Education
Centennial College
Centennial College
Burgundy Asset Management February 1995 - Present
AMI Partners May 1989 - February 1995
Sunimco January 1987 - May 1989
Sun Life Financial of Canada October 1984 - January 1987
Skills
Asset Managment, Investment Strategies, Investments, Equities, Capital Markets
Education
Richard Ivey School of Business 1979 — 1981
MBA
University of Toronto 1973 — 1977
BA, Political Science
RBC May 2013 - Present
Cowan Insurance Group Limited August 2004 - May 2013
Sun Life Financial of Canada March 1997 - December 2003
Metropolitan Life of Canada January 1992 - March 1997
Skills
Insurance, Critical Illness, Employee Benefits, Pensions, Disability Insurance, Health Insurance, Retirement, Underwriting, Risk Management, Life Insurance, Benefits Administration, Long-term Care, Employee Relations, Defined Benefit, Business Development, Retirement Planning, Sales, Account Management, Financial Risk, Group Insurance, Claim, Property & Casualty..., Commercial Insurance, Reinsurance, Liability, Brokers
Education
Algonquin College of Applied Arts and Technology
Hillcrest High School
Sunrise Senior Living August 2009 - May 2010
Avant-Garde Home Staging February 2006 - March 2009
Pharmascience May 2004 - November 2005
Hollister-Stier Laboratories January 2000 - October 2001
Alcon Laboratories, Inc. January 1995 - November 1998
Sun Life Financial of Canada June 1977 - September 1984
Skills
Healthcare
Education
Université de Montréal 1970 — 2010
Dental Hygienist, Management & Development, Business plan, Pharmacology & Pathology, Tele marketing, APMR, Life insura
Reebok January 2014 - Present
Managing Matters Inc. September 2012 - January 2014
Canlan Ice Sports September 2011 - September 2012
Cause Force April 2011 - June 2011
Sports Experts November 2010 - April 2011
Senators Sports & Entertainment September 2009 - April 2011
Canadian Paralympic Committee January 2010 - October 2010
Sun Life Financial of Canada May 2008 - July 2009
Skills
Event Management, Customer Service, Event Planning, Marketing Communications, Sports, Budgets, Sponsorship, Databases, Food & Beverage, Contract Negotiation, Site Inspections, Management, Media Relations, Training
Education
University of Ottawa / Université d'Ottawa 2011 — 2011
French Communication Course
Algonquin College of Applied Arts and Technology 2009 — 2010
Graduate Certificate, Sport Business Management
University of Waterloo 2004 — 2008
BA, Recreation and Business
Literary Press Group January 2012 - Present
Synergy Esthetics August 2008 - Present
Literary Press Group January 2009 - December 2011
Sun Life Financial of Canada 2008 - 2009
TA Appliance 2005 - 2008
Skills
Marketing, Photoshop, Advertising, InDesign, Dreamweaver, Public Speaking, Social Media, Project Management, Sales, Publishing, Copywriting
Education
Humber College 2008 — 2008
Creative Book Publishing Certificate, Marketing & Agenting Specializations
Wilfrid Laurier University 2003 — 2007
Honours BA, Communication Studies, Business Option
El Paso Independent School District - Franklin High School August 2003 - Present
J2H International, Alexandria, VA 1999 - 2003
Citibank 1996 - 1999
Sun Life Financial of Canada 1990 - 1995
Texas Department of Commerce 1988 - 1990
Republic Bank 1985 - 1986
Texas Commerce Bank 1984 - 1985
Texas Commerce Bank 1980 - 1984
Banque Nationale de Paris June 1980 - July 1980
United States Marine Corps October 1977 - October 1979
Skills
Classroom Management, Classroom, Strategic Financial..., K-12, Management, Curriculum Development, Differentiated..., Investments, Curriculum Design, Teaching, Educational Leadership, Lesson Planning, Portfolio Management, Elementary Education, Teacher Training, Special Education, Customer Service, Coaching, Leadership, Public Speaking, Business Strategy, Strategic Planning, Entrepreneurship, Research
Education
Law Related Education Seminar 2007 — 2007
Certificate, US History
Teachers Curriculum Institute 2006 — 2006
Level 1, History Alive!
College Board AP Summer Institute, UTEP 2005 — 2005
Advenced Placement Certification, Human Geography, U S History
The University of Texas at El Paso 2002 — 2003
ACP, Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1988
MBA, Finance
Rice University 1975 — 1980
BA, Economics
Institut Le Rosey - Rolle/Gstaad, Switzerland 1969 — 1975
Diplome, A - Level
Sun Life Financial of Canada 2008 - 2011
Sun Life Financial of Canada 2000 - 2008
Sun Life Financial of Canada 1998 - 2000
Sun Life Financial of Canada 1988 - 1998
Skills
Lotus Notes, Vendor Management, Visio, Insurance, Business Analysis, Team Leadership, SharePoint, Inventory Management, Process Improvement, Program Management, Management, Risk Management, Software Documentation, Time Management, Leadership, SDLC, ITIL, Technical Support, Requirements Gathering
Education
Ryerson University 1986 — 1990
Certificate, Office and Information Systems
Seneca College of Applied Arts and Technology 1978 — 1980
Diploma, Legal Secretarial
Sun Life Financial of Canada September 2011 - Present
WW Immigration Services Inc. May 2009 - August 2011
Manulife Financial November 2008 - May 2009
Education
Conestoga College
Law & Police Foundation
Federal Reserve Bank of Boston 2012 - Present
Standard Life Investments (Edinburgh) 2007 - 2011
RMR Advisors 2004 - 2007
John Hancock Funds 1997 - 2004
Sun Life Financial of Canada 1995 - 1997
Wellington Management 1988 - 1995
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Valuation, Wealth Management, Investments, Securities, Risk Management, Credit Risk, Market Risk, Equity Research, Equity Valuation, Investment Valuation, Financial Risk, Fixed Income Analysis, Fixed Income Portfolio..., Real Estate, Real Estate Economics
Education
Niagara University
Northeastern University
MBA, Finance
Sun Life Financial of Canada October 2010 - September 2011
Sun Life Financial July 2009 - October 2010
University of Toronto September 2008 - April 2009
University of Toronto September 2004 - April 2008
University of Toronto September 2006 - August 2007
CIBA Vision 2003 - 2007
CIBA Vision 2003 - 2007
Skills
Photoshop, Customer Service, Marketing Communications
Education
Sheridan College 2003 — 2008
Certificate, Digital Communications
University of Toronto 2003 — 2008
HBA, Communication, Culture and Information Technology; Professional Writing; Political Science
Victron Energy, Inc. February 2012 - Present
Dkota-Haws LLC March 2006 - May 2007
Ernst & Young May 2005 - March 2006
Ernst & Young May 2002 - May 2005
Arthur Andersen June 2000 - May 2002
Sun Life Financial of Canada June 1999 - June 2000
Excel Communications July 1998 - June 1999
UPS February 1996 - July 1998
Skills
Quickbooks Pro, Lotus Notes, Outlook, Access, MS Project, MS Office Suite, Sage, Sage MAS200
Education
Court Reporting Institute-Wheeler Institute of Texas 1992 — 1995
Lewisville High School 1989 — 1992
New Haven Public Schools March 2002 - Present
First Union (now Wells Fargo) 1993 - 2000
Sun Life Financial of Canada 1985 - 1993
Skills
Accounting, General Ledger, QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, Internal Controls, Financial Statements, Financial Accounting, GAAP, Fixed Assets, Journal Entries, Tax, Leadership
Education
Walden University 2006 — 2012
Doctor of Philosophy (PhD), Management - Leadership & Organizational Change
University of New Haven 1995 — 1998
Master's degree, Finance and Financial Management Services
University of New Haven
Bachelor's degree, Psychology
Sun Life Financial of Canada July 2005 - Present
Skills
Neurology, Injury, Chronic Pain, Disability Management, Health, Healthcare, Insurance, Health Insurance, Employee Benefits, Coaching, Change Management, Governance, Stakeholder Management, Employee Wellness, Strategic Planning
Education
Dalhousie University 1989 — 1992
Bachelor of Science (BSc), Occupational Therapy/Therapist
Dalhouse University 1985 — 1988
BSc., Biology, General