Sun Life Global Investments
Industry: Company
DescriptionFounded: 2010 Parent organization: Sun Life Global Investments Inc. Subsidiary: Excel Funds Management Inc.
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Sun Life Global Investments Employees
Employee
Years
Job
Industry
James Marcelino James Marcelino's Sun Life Global Investments Experience October 2010 - October 2013
Job Marketing Communications at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial July 2015 - Present
Sun Life Financial October 2013 - Present
Sun Life Global Investments October 2010 - October 2013
M.R.S. Trust (Subsidiary of Mackenzie Investments) October 2009 - October 2010
Skills
Mutual Funds, Sales, Client Service Relations, Teamwork, Marketing Strategy, Email Marketing, Events Coordination, Cooperative Marketing, Digital Marketing, CRM, Sponsorship Relations, Sales Operations, Advertising, Leadership, Marketing, Marketing Communications
Education
Ryerson University
Bachelor of Commerce, Marketing Management (Communications Minor)
Sun Life Financial July 2015 - Present
Sun Life Financial October 2013 - Present
Sun Life Global Investments October 2010 - October 2013
M.R.S. Trust (Subsidiary of Mackenzie Investments) October 2009 - October 2010
Skills
Mutual Funds, Sales, Client Service Relations, Teamwork, Marketing Strategy, Email Marketing, Events Coordination, Cooperative Marketing, Digital Marketing, CRM, Sponsorship Relations, Sales Operations, Advertising, Leadership, Marketing, Marketing Communications
Education
Ryerson University
Bachelor of Commerce, Marketing Management (Communications Minor)
Sebastian Simon Sebastian Simon's Sun Life Global Investments Experience May 2011 - September 2011
Job Business Development Manager Live Nation Entertainment
Industry Internet
Experience
Live Nation Entertainment June 2015 - Present
universe.com September 2014 - June 2015
universe.com July 2014 - September 2014
Rogers Communications March 2013 - July 2014
Global Brigades, Inc. July 2012 - December 2012
The Barking Frog September 2010 - June 2012
Global Brigades February 2012 - February 2012
Sun Life Global Investments May 2011 - September 2011
The Richard Ivey School of Business September 2009 - April 2010
Sun Life Financial 2010 - 2010
Skills
Market Research, Project Planning, Access, Strategy, Entrepreneurship, Leadership Development, Recruiting, Training, Data Analysis, Team Leadership, Teamwork, Public Speaking
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
HBA
London School of Economics and Political Science 2010 — 2010
Semester Abroad
St. Michael's College School 2002 — 2008
Live Nation Entertainment June 2015 - Present
universe.com September 2014 - June 2015
universe.com July 2014 - September 2014
Rogers Communications March 2013 - July 2014
Global Brigades, Inc. July 2012 - December 2012
The Barking Frog September 2010 - June 2012
Global Brigades February 2012 - February 2012
Sun Life Global Investments May 2011 - September 2011
The Richard Ivey School of Business September 2009 - April 2010
Sun Life Financial 2010 - 2010
Skills
Market Research, Project Planning, Access, Strategy, Entrepreneurship, Leadership Development, Recruiting, Training, Data Analysis, Team Leadership, Teamwork, Public Speaking
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
HBA
London School of Economics and Political Science 2010 — 2010
Semester Abroad
St. Michael's College School 2002 — 2008
Mark Cisterna Mark Cisterna's Sun Life Global Investments Experience May 2014 - Present
Job Retail Marketing Coordinator at Sun Life Global Investments
Industry Higher Education
Experience
Sun Life Global Investments May 2014 - Present
The Works Gourmet Burger Bistro (Burlington) October 2012 - May 2014
Frameworth Sports Marketing October 2009 - September 2011
FGL Sports Ltd February 2004 - September 2008
Skills
Event Management, Event Planning, Sports, Social Networking, Facebook, Customer Service, Microsoft Office, Press Releases, Social Media Strategist, Bartending, Smart Serve Certified, Sales, Marketing Communications, Social Media, Sponsorship, Sports Marketing, Marketing, Public Relations, Time Management, Social Media Marketing
Education
Humber College 2011 — 2015
BA, Public Relations
Humber College 2006 — 2009
BPR, Business Marketing Diploma
John Cabot
Sun Life Global Investments May 2014 - Present
The Works Gourmet Burger Bistro (Burlington) October 2012 - May 2014
Frameworth Sports Marketing October 2009 - September 2011
FGL Sports Ltd February 2004 - September 2008
Skills
Event Management, Event Planning, Sports, Social Networking, Facebook, Customer Service, Microsoft Office, Press Releases, Social Media Strategist, Bartending, Smart Serve Certified, Sales, Marketing Communications, Social Media, Sponsorship, Sports Marketing, Marketing, Public Relations, Time Management, Social Media Marketing
Education
Humber College 2011 — 2015
BA, Public Relations
Humber College 2006 — 2009
BPR, Business Marketing Diploma
John Cabot
Vladimir Jekic Vladimir Jekic's Sun Life Global Investments Experience February 2015 - Present
Job Analyst, Product and Investment Management at Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments February 2015 - Present
Franklin Templeton Investments September 2011 - January 2015
Wealthedge Inc January 2011 - June 2011
Five Star Furnishings Inc June 2005 - September 2010
Oakwood Collegiate Institute September 2003 - June 2005
Skills
Mutual Funds, Analysis
Education
Ryerson University - Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Finance
Ryerson University
Sun Life Global Investments February 2015 - Present
Franklin Templeton Investments September 2011 - January 2015
Wealthedge Inc January 2011 - June 2011
Five Star Furnishings Inc June 2005 - September 2010
Oakwood Collegiate Institute September 2003 - June 2005
Skills
Mutual Funds, Analysis
Education
Ryerson University - Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Finance
Ryerson University
Matthew Bender's Sun Life Global Investments Experience May 2012 - September 2012
Job Marketing Manager, Sponsorships and Events (Rotational Leadership Development Program) at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial August 2013 - August 2014
BOES Inc. April 2010 - August 2013
Sun Life Global Investments May 2012 - September 2012
UPI Energy LP June 2008 - October 2010
Skills
Retail, Merchandising, Visual Merchandising, Customer Service, Sales, Retail Sales, Inventory Management, Marketing, Loss Prevention, Multi-channel Retail, Customer Satisfaction, Advertising, Planograms, Social Media Marketing, Time Management, Social Media, Account Management, Customer Experience, Microsoft Office, Project Planning, Project Management, Project Coordination, Web Development, Graphic Design, Marketing Communications, Digital Marketing
Education
Brock University 2008 — 2013
Honours Bachelor of Business Administration, major in Marketing, Business
University of South Australia 2011 — 2011
International Exchange, Business
Sun Life Financial August 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial August 2013 - August 2014
BOES Inc. April 2010 - August 2013
Sun Life Global Investments May 2012 - September 2012
UPI Energy LP June 2008 - October 2010
Skills
Retail, Merchandising, Visual Merchandising, Customer Service, Sales, Retail Sales, Inventory Management, Marketing, Loss Prevention, Multi-channel Retail, Customer Satisfaction, Advertising, Planograms, Social Media Marketing, Time Management, Social Media, Account Management, Customer Experience, Microsoft Office, Project Planning, Project Management, Project Coordination, Web Development, Graphic Design, Marketing Communications, Digital Marketing
Education
Brock University 2008 — 2013
Honours Bachelor of Business Administration, major in Marketing, Business
University of South Australia 2011 — 2011
International Exchange, Business
Nicole Correia's Sun Life Global Investments Experience January 2014 - Present
Job Regional Coordinator
Industry Insurance
Experience
Sun Life Financial October 2014 - Present
Sun Life Global Investments January 2014 - Present
IDC Worldsource April 2012 - December 2013
Skills
Customer Service, Team Leadership, Strategic Planning, Insurance, Employee Benefits, Social Media
Education
Humber College
Sun Life Financial October 2014 - Present
Sun Life Global Investments January 2014 - Present
IDC Worldsource April 2012 - December 2013
Skills
Customer Service, Team Leadership, Strategic Planning, Insurance, Employee Benefits, Social Media
Education
Humber College
Thomas Naraindas Thomas Naraindas's Sun Life Global Investments Experience May 2010 - August 2011
Job Analytics Specialist
Industry Financial Services
Experience
autoTRADER.ca April 2015 - Present
Kingsdale Shareholder Services 2013 - 2014
Sun Life Global Investments May 2010 - August 2011
Kingsdale Shareholder Services May 2007 - August 2009
Skills
Business Analytics, SAS Programming, R, Matlab, Corporate Governance, C, Investment Research, Bloomberg Terminal, Microsoft Excel, Computational Physics
Education
York University - Schulich School of Business 2014 — 2015
Master's Degree, Business Analytics
Queen's University 2008 — 2012
Bachelor of Science (B.Sc.), Astrophysics
autoTRADER.ca April 2015 - Present
Kingsdale Shareholder Services 2013 - 2014
Sun Life Global Investments May 2010 - August 2011
Kingsdale Shareholder Services May 2007 - August 2009
Skills
Business Analytics, SAS Programming, R, Matlab, Corporate Governance, C, Investment Research, Bloomberg Terminal, Microsoft Excel, Computational Physics
Education
York University - Schulich School of Business 2014 — 2015
Master's Degree, Business Analytics
Queen's University 2008 — 2012
Bachelor of Science (B.Sc.), Astrophysics
Ekaterina Kozhikina's Sun Life Global Investments Experience November 2011 - October 2013
Job Business Development Executive at Vigorate Digital Solutions
Industry Financial Services
Experience
Vigorate Digital Solutions February 2014 - Present
Sun Life Global Investments November 2011 - October 2013
Grey Power June 2011 - November 2011
Sterling Honda June 2010 - January 2011
Columbia International College July 2007 - December 2009
Skills
Sales, Customer Service, Accountability, Goal Oriented, ADP Payroll, ADP E-Time, Oracle E-Business Suite, Microsoft Excel, ERS, Expenses, Enthusiast, Wealth Management, Insurance, Finance
Education
McMaster University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Vigorate Digital Solutions February 2014 - Present
Sun Life Global Investments November 2011 - October 2013
Grey Power June 2011 - November 2011
Sterling Honda June 2010 - January 2011
Columbia International College July 2007 - December 2009
Skills
Sales, Customer Service, Accountability, Goal Oriented, ADP Payroll, ADP E-Time, Oracle E-Business Suite, Microsoft Excel, ERS, Expenses, Enthusiast, Wealth Management, Insurance, Finance
Education
McMaster University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Richard Westberg, CFP, CLU, CH.F.C. Richard Westberg, CFP, CLU, CH.F.C.'s Sun Life Global Investments Experience January 2014 - Present
Job Creating development programs for next generation financial advisors
Industry Financial Services
Experience
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
Charles Provost Charles Provost's Sun Life Global Investments Experience August 2015 - Present
Job Inside wholesaler at Sun Life
Industry Financial Services
Experience
Sun Life Global Investments August 2015 - Present
National Bank of Canada October 2014 - August 2015
BMO Financial Group October 2013 - October 2014
Aquadémieplus June 2008 - February 2014
Simpson Girardin Conseiller en Administration September 2010 - June 2012
Équipe de compétition de ski Mont Saint-Sauveur October 2010 - April 2011
Skills
Financial Analysis, Risk Management, Investments, Economics, Investissements, Leadership
Education
CFA Candidate 2014 — 2016
Level 2 Candidate
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Majeure Finance, Mineure Économie
CSI 2014 — 2014
RISI
Collège André-Grasset 2008 — 2010
Diplôme d'études Collégiales, Administration
Collège Saint-Sacrement 2003 — 2008
Diplôme d'études secondaires, Administration
Sun Life Global Investments August 2015 - Present
National Bank of Canada October 2014 - August 2015
BMO Financial Group October 2013 - October 2014
Aquadémieplus June 2008 - February 2014
Simpson Girardin Conseiller en Administration September 2010 - June 2012
Équipe de compétition de ski Mont Saint-Sauveur October 2010 - April 2011
Skills
Financial Analysis, Risk Management, Investments, Economics, Investissements, Leadership
Education
CFA Candidate 2014 — 2016
Level 2 Candidate
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Majeure Finance, Mineure Économie
CSI 2014 — 2014
RISI
Collège André-Grasset 2008 — 2010
Diplôme d'études Collégiales, Administration
Collège Saint-Sacrement 2003 — 2008
Diplôme d'études secondaires, Administration
Lisa Cosentino-Robson Lisa Cosentino-Robson's Sun Life Global Investments Experience November 2012 - Present
Job Dealer Relations Manager, Operations , Communications Manager
Industry Financial Services
Experience
Sun Life Global Investments November 2012 - Present
Invesco Ltd. May 2007 - March 2012
Invesco Ltd. May 2007 - March 2012
Invesco May 2007 - March 2012
Invesco Ltd. May 2004 - May 2007
Invesco Ltd. June 2000 - April 2004
Comtech January 1997 - June 2000
Skills
Instructional Design, Project Management, Operations Management, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, HTML, Dreamweaver, Flash, Photoshop, Microsoft Office, Strategic Communications, Mutual fund Operations, Relationship management, Sales Operations, Business Development, Team Building, Sales, Financial Services, Teamwork, Wealth Management, Coaching, Training
Education
Sheridan College 2009 — 2012
Project Management Certification
IFIC - investment funds in Canada
York University
Sun Life Global Investments November 2012 - Present
Invesco Ltd. May 2007 - March 2012
Invesco Ltd. May 2007 - March 2012
Invesco May 2007 - March 2012
Invesco Ltd. May 2004 - May 2007
Invesco Ltd. June 2000 - April 2004
Comtech January 1997 - June 2000
Skills
Instructional Design, Project Management, Operations Management, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, HTML, Dreamweaver, Flash, Photoshop, Microsoft Office, Strategic Communications, Mutual fund Operations, Relationship management, Sales Operations, Business Development, Team Building, Sales, Financial Services, Teamwork, Wealth Management, Coaching, Training
Education
Sheridan College 2009 — 2012
Project Management Certification
IFIC - investment funds in Canada
York University
Michael Nicosia Michael Nicosia's Sun Life Global Investments Experience July 2012 - December 2013
Job Regional Director Partnership Development
Industry Financial Services
Experience
Benefits by Design Inc. (BBD) January 2014 - Present
Sun Life Global Investments July 2012 - December 2013
Sun Life Global Investments April 2011 - July 2012
West Liberty Financial January 2009 - July 2011
Skills
Sales, Account Management, Customer Service, Microsoft Excel, Marketing, Sales Management, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Securities, Wealth Management, New Business Development, Retirement Planning, Investments
Education
George Brown College 2008 — 2011
Finance and Financial Management Services
University of Windsor 2005 — 2008
Political Science and Government
Benefits by Design Inc. (BBD) January 2014 - Present
Sun Life Global Investments July 2012 - December 2013
Sun Life Global Investments April 2011 - July 2012
West Liberty Financial January 2009 - July 2011
Skills
Sales, Account Management, Customer Service, Microsoft Excel, Marketing, Sales Management, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Securities, Wealth Management, New Business Development, Retirement Planning, Investments
Education
George Brown College 2008 — 2011
Finance and Financial Management Services
University of Windsor 2005 — 2008
Political Science and Government
Cecelia Clarke's Sun Life Global Investments Experience May 2012 - Present
Job Director, Wealth Sales Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments May 2012 - Present
Transamerica Life Canada July 2007 - February 2012
RBC Insurance 2005 - 2007
ESI Financial 2003 - 2005
Foresters 2001 - 2002
CIBC 1998 - 2001
Skills
Investments, Mutual Funds, Life Insurance, Finance, Financial Advisory, Financial Services, Disability Insurance, Insurance, Critical Illness, New Business Development, Employee Benefits, Strategic Financial..., Sales Presentations, Business Development, Retirement, Business Planning, Competitive Analysis, Customer Retention, Integrity, Business Ethics, Group Presentations, Client Communication, Client Retention, Group Benefits, Fixed Annuities, Variable Annuities, Charitable Gift..., Financial Planning, Marketing, Wealth Management, Long-term Care, Retirement Planning
Education
The University of Lethbridge 1999 — 2003
Management
NAIT 1994 — 1997
Finance
Sun Life Global Investments May 2012 - Present
Transamerica Life Canada July 2007 - February 2012
RBC Insurance 2005 - 2007
ESI Financial 2003 - 2005
Foresters 2001 - 2002
CIBC 1998 - 2001
Skills
Investments, Mutual Funds, Life Insurance, Finance, Financial Advisory, Financial Services, Disability Insurance, Insurance, Critical Illness, New Business Development, Employee Benefits, Strategic Financial..., Sales Presentations, Business Development, Retirement, Business Planning, Competitive Analysis, Customer Retention, Integrity, Business Ethics, Group Presentations, Client Communication, Client Retention, Group Benefits, Fixed Annuities, Variable Annuities, Charitable Gift..., Financial Planning, Marketing, Wealth Management, Long-term Care, Retirement Planning
Education
The University of Lethbridge 1999 — 2003
Management
NAIT 1994 — 1997
Finance
Alain R N Alain R N's Sun Life Global Investments Experience May 2014 - Present
Job Aspiring Wealth Manager
Industry Financial Services
Experience
Sun Life Global Investments May 2014 - Present
IFDS July 2013 - March 2014
Fidelity Investments November 2012 - April 2013
Europcar March 2003 - November 2009
Skills
Microsoft Office, Mutual Funds, Customer Service, Economics, Financial Planning, Canadian Securities..., Strategic Financial..., French, Investment Strategies, Investments, Strategic Planning, Teamwork, Financial Analysis, Financial Services, Finance, Accounting, Risk Management
Education
Humber College 2011 — 2012
Financial Planning Postgraduate Certificate, with Honours, Financial Services
Université du Québec à Trois-Rivières 2010 — 2011
Master of Arts (M.A.), Finance
University of Geneva 2005 — 2007
Bachelor of Science in Economics, Econometrics and Quantitative Economics
Sun Life Global Investments May 2014 - Present
IFDS July 2013 - March 2014
Fidelity Investments November 2012 - April 2013
Europcar March 2003 - November 2009
Skills
Microsoft Office, Mutual Funds, Customer Service, Economics, Financial Planning, Canadian Securities..., Strategic Financial..., French, Investment Strategies, Investments, Strategic Planning, Teamwork, Financial Analysis, Financial Services, Finance, Accounting, Risk Management
Education
Humber College 2011 — 2012
Financial Planning Postgraduate Certificate, with Honours, Financial Services
Université du Québec à Trois-Rivières 2010 — 2011
Master of Arts (M.A.), Finance
University of Geneva 2005 — 2007
Bachelor of Science in Economics, Econometrics and Quantitative Economics
Daniel Cappell Daniel Cappell's Sun Life Global Investments Experience November 2013 - Present
Job Inside Sales Representative at Sun Life Financial
Industry Financial Services
Experience
Sun Life Global Investments November 2013 - Present
Richardson GMP January 2013 - October 2013
Skills
Teamwork, Annuities, Mutual Funds, Time Management, Highly personable, Business Development, Social Media, Team Leadership, Public Speaking, Wealth Management, Presentations, Entrepreneurship, Marketing Strategy, Lead Generation, Politics, Microsoft Office
Education
University of Guelph 2007 — 2011
Bachelor of Arts Honours, Political Science and Government
Deakin University 2011 — 2011
Exchange, Political Science and Government
George Brown College 2012 — 2013
Marketing Management - Financial Services, Business/Commerce
North Toronto
Sun Life Global Investments November 2013 - Present
Richardson GMP January 2013 - October 2013
Skills
Teamwork, Annuities, Mutual Funds, Time Management, Highly personable, Business Development, Social Media, Team Leadership, Public Speaking, Wealth Management, Presentations, Entrepreneurship, Marketing Strategy, Lead Generation, Politics, Microsoft Office
Education
University of Guelph 2007 — 2011
Bachelor of Arts Honours, Political Science and Government
Deakin University 2011 — 2011
Exchange, Political Science and Government
George Brown College 2012 — 2013
Marketing Management - Financial Services, Business/Commerce
North Toronto
Liette Gravelle's Sun Life Global Investments Experience January 2014 - October 2014
Job Graphic Designer/Marketing Coordinator at Knape & Vogt
Industry Marketing and Advertising
Experience
Knape & Vogt October 2014 - Present
Sun Life Global Investments January 2014 - October 2014
Sun Life Financial November 2012 - January 2014
BESSEY® Tools North America February 2008 - November 2012
Crawford & Company September 2007 - February 2008
Basics Office Products Ltd. November 1999 - September 2007
Skills
Adobe Creative Suite, Photography, Advertising, QuarkXPress, Marketing, Email Marketing, Graphic Design, Social Media, Freelance Graphics, Photoshop, Project Coordination, Brochures, Online Marketing, Brand Development, InDesign, Marketing Communications, Digital Marketing, Drupal
Education
Athabasca University 2011 — 2016
Currently in progress, Management - Marketing Major
Cambrian College 1994 — 1997
Diploma, Graphic Design
Laurentian University/Université Laurentienne 1992 — 1994
Psychology
Knape & Vogt October 2014 - Present
Sun Life Global Investments January 2014 - October 2014
Sun Life Financial November 2012 - January 2014
BESSEY® Tools North America February 2008 - November 2012
Crawford & Company September 2007 - February 2008
Basics Office Products Ltd. November 1999 - September 2007
Skills
Adobe Creative Suite, Photography, Advertising, QuarkXPress, Marketing, Email Marketing, Graphic Design, Social Media, Freelance Graphics, Photoshop, Project Coordination, Brochures, Online Marketing, Brand Development, InDesign, Marketing Communications, Digital Marketing, Drupal
Education
Athabasca University 2011 — 2016
Currently in progress, Management - Marketing Major
Cambrian College 1994 — 1997
Diploma, Graphic Design
Laurentian University/Université Laurentienne 1992 — 1994
Psychology
Pierre Lafontaine Pierre Lafontaine's Sun Life Global Investments Experience June 2011 - June 2012
Job District Vice President at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments January 2015 - Present
TD Asset Management June 2012 - January 2015
Sun Life Global Investments June 2011 - June 2012
Fidelity Investments June 2006 - May 2011
TD Bank May 2005 - July 2006
HSBC Finance February 2003 - May 2005
Skills
Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services, Wealth, Insurance, Retirement, Financial Planning
Education
Canadian Securities Institute (CSI) 2009 — 2009
Certificate, Financial Planning
Université de Montréal - HEC Montréal 2002 — 2005
B.Comm, Finance
Mackenzie Investments January 2015 - Present
TD Asset Management June 2012 - January 2015
Sun Life Global Investments June 2011 - June 2012
Fidelity Investments June 2006 - May 2011
TD Bank May 2005 - July 2006
HSBC Finance February 2003 - May 2005
Skills
Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services, Wealth, Insurance, Retirement, Financial Planning
Education
Canadian Securities Institute (CSI) 2009 — 2009
Certificate, Financial Planning
Université de Montréal - HEC Montréal 2002 — 2005
B.Comm, Finance
Robert Arber Robert Arber's Sun Life Global Investments Experience April 2013 - Present
Job Senior Investment Writer at Sun Life Global Investments
Industry Writing and Editing
Experience
Sun Life Global Investments April 2013 - Present
Sun Life Global Investments January 2012 - April 2013
BNN Business News Network November 2008 - December 2011
Magellan Corporate Strategies April 2009 - May 2009
Stockhouse.com July 2007 - November 2008
Skills
Financial Writing, Broadcast Journalism, Business Writing, Editing, News Writing, Copy Editing, Business Journalism, Breaking News, Journalism, Broadcast, Broadcast Television
Education
CSI Global Education 2006 — 2007
Canadian Securities Course
McGill University 1991 — 1995
BA, Honours, First Class, English
Sun Life Global Investments April 2013 - Present
Sun Life Global Investments January 2012 - April 2013
BNN Business News Network November 2008 - December 2011
Magellan Corporate Strategies April 2009 - May 2009
Stockhouse.com July 2007 - November 2008
Skills
Financial Writing, Broadcast Journalism, Business Writing, Editing, News Writing, Copy Editing, Business Journalism, Breaking News, Journalism, Broadcast, Broadcast Television
Education
CSI Global Education 2006 — 2007
Canadian Securities Course
McGill University 1991 — 1995
BA, Honours, First Class, English
Megan Anzai's Sun Life Global Investments Experience March 2015 - Present
Job Director, Digital Marketing & Communications at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments March 2015 - Present
Sun Life Global Investments December 2012 - Present
Sun Life Financial July 2012 - December 2012
Sun Life Financial July 2010 - July 2012
Sun Life Financial June 2008 - July 2010
Sun LIfe Financial June 2007 - June 2008
Todays Staffing March 2007 - July 2007
Nordia Inc June 2006 - March 2007
Skills
Newsletters, Social Media, Event Management, PowerPoint, Advertising, Project Management, Marketing Strategy, Social Media Marketing, Digital Marketing, Adobe Creative Suite, Creative Briefs, Strategic Communications, CRM, Internal Communications, Corporate Communications, Strategy, Blogging, Content Management, Marketing, Leadership, Event Planning, Management, Web Analytics, Editing, Content Strategy, Training, Team Leadership, Strategic Planning, Time Management, Online Marketing, Marketing Communications
Education
Seneca College of Applied Arts and Technology 2004 — 2006
Communications & Television Production
Sun Life Global Investments March 2015 - Present
Sun Life Global Investments December 2012 - Present
Sun Life Financial July 2012 - December 2012
Sun Life Financial July 2010 - July 2012
Sun Life Financial June 2008 - July 2010
Sun LIfe Financial June 2007 - June 2008
Todays Staffing March 2007 - July 2007
Nordia Inc June 2006 - March 2007
Skills
Newsletters, Social Media, Event Management, PowerPoint, Advertising, Project Management, Marketing Strategy, Social Media Marketing, Digital Marketing, Adobe Creative Suite, Creative Briefs, Strategic Communications, CRM, Internal Communications, Corporate Communications, Strategy, Blogging, Content Management, Marketing, Leadership, Event Planning, Management, Web Analytics, Editing, Content Strategy, Training, Team Leadership, Strategic Planning, Time Management, Online Marketing, Marketing Communications
Education
Seneca College of Applied Arts and Technology 2004 — 2006
Communications & Television Production
Jeff O'Neill Jeff O'Neill's Sun Life Global Investments Experience May 2013 - September 2013
Job Business Development Manager at Purpose Investments
Industry Financial Services
Experience
Purpose Investments April 2015 - Present
BMO Financial Group April 2014 - April 2015
Sun Life Global Investments May 2013 - September 2013
CI Investments Inc. May 2012 - September 2012
CI Investments Inc. – Canada’s Investment Company May 2011 - August 2011
Skills
Leadership, Teamwork, Time Management, ETFs, Building Relationships, Mutual Funds, Bloomberg, Microsoft Office, Consultative Selling, Microsoft Excel, PowerPoint, Highly personable, High Organizational..., Relationship Management, Communication Skills, Self-driven, Public Speaking, Fundraising, Event Planning, Resourceful..., Team Leadership, Investments
Education
McGill University 2008 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, History
St. Andrew's College 2003 — 2008
Honour Role
Purpose Investments April 2015 - Present
BMO Financial Group April 2014 - April 2015
Sun Life Global Investments May 2013 - September 2013
CI Investments Inc. May 2012 - September 2012
CI Investments Inc. – Canada’s Investment Company May 2011 - August 2011
Skills
Leadership, Teamwork, Time Management, ETFs, Building Relationships, Mutual Funds, Bloomberg, Microsoft Office, Consultative Selling, Microsoft Excel, PowerPoint, Highly personable, High Organizational..., Relationship Management, Communication Skills, Self-driven, Public Speaking, Fundraising, Event Planning, Resourceful..., Team Leadership, Investments
Education
McGill University 2008 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, History
St. Andrew's College 2003 — 2008
Honour Role
Nolan Zucchet Nolan Zucchet's Sun Life Global Investments Experience April 2014 - Present
Job Internal Wholesaler at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments April 2014 - Present
Manulife Investments August 2011 - March 2014
Encompass Capital Wealth November 2010 - July 2011
Investors Group Financial Services Inc. May 2009 - November 2010
Skills
Inside Sales, Wealth Management, CRM, Sales, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Securities, Finance, Equities, Financial Advisory
Education
Huron University College 2003 — 2008
BMOS, Business, Economics
Western University 2003 — 2008
BMOS, Business, Economics
Sun Life Global Investments April 2014 - Present
Manulife Investments August 2011 - March 2014
Encompass Capital Wealth November 2010 - July 2011
Investors Group Financial Services Inc. May 2009 - November 2010
Skills
Inside Sales, Wealth Management, CRM, Sales, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Securities, Finance, Equities, Financial Advisory
Education
Huron University College 2003 — 2008
BMOS, Business, Economics
Western University 2003 — 2008
BMOS, Business, Economics
David Mucciardi, CIM®'s Sun Life Global Investments Experience September 2013 - Present
Job Wealth Sales Representative Représentant aux ventes internes at Sun LIfe Global Investments
Industry Financial Services
Experience
Sun Life Global Investments September 2013 - Present
Peak Financial Services February 2011 - September 2013
CIBC Asset Management January 2010 - January 2011
TD Canada Trust 2007 - 2009
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Advisory, Financial Services, Insurance, Finance, Asset Management, Risk Management, Investment Strategies, Strategic Financial..., Financial Planning, Retirement Planning, Retirement
Education
Market Technicians Association (MTA)
CFA Institute
Canadian Securities Institute 2011 — 2013
Concordia University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Sun Life Global Investments September 2013 - Present
Peak Financial Services February 2011 - September 2013
CIBC Asset Management January 2010 - January 2011
TD Canada Trust 2007 - 2009
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Advisory, Financial Services, Insurance, Finance, Asset Management, Risk Management, Investment Strategies, Strategic Financial..., Financial Planning, Retirement Planning, Retirement
Education
Market Technicians Association (MTA)
CFA Institute
Canadian Securities Institute 2011 — 2013
Concordia University 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Tyson Slinger Tyson Slinger's Sun Life Global Investments Experience March 2012 - Present
Job Director, Strategic Business Development at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments March 2012 - Present
Sun Life Financial, Group Benefits September 2009 - March 2012
Sun Life Financial, Group Benefits 2008 - 2009
Sun Life Financial 2007 - 2008
Janssen-Ortho 2002 - 2007
Education
Wilfrid Laurier University 2004 — 2007
MBA
McMaster University 1998 — 2002
BScH, Biology
Sun Life Global Investments March 2012 - Present
Sun Life Financial, Group Benefits September 2009 - March 2012
Sun Life Financial, Group Benefits 2008 - 2009
Sun Life Financial 2007 - 2008
Janssen-Ortho 2002 - 2007
Education
Wilfrid Laurier University 2004 — 2007
MBA
McMaster University 1998 — 2002
BScH, Biology
Enock Laplante, MBA's Sun Life Global Investments Experience 2014 - Present
Job Investments Professional
Industry Financial Services
Experience
Sun Life Global Investments 2014 - Present
Skills
Investments, Wealth Management, Mutual Funds, Segregated Funds, Portfolio Management, Retirement Planning, Stock Market, Trading, Financial Advisory, Life Insurance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Finance, Management, Banking, Accounting, Analysis, Financial Modeling, Customer Service, SAP, Business Planning, Leadership, Consulting, POS Solutions, Payment Systems, Payment Card Processing
Education
École des Ponts Business School 2001 — 2003
MBA, International Business, Entrepreneurship, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2002
MBA, Applied Quantitative Finance, Financial Engineering, Private Equity and Venture Capital
Institut National d'Administration de Gestion et des Hautes Etudes Internationales (INAGHEI) 1995 — 2000
Bachelor, Business Administration - Accounting (Sciences Comptables)
Lycee Pierre Eustache Daniel Fignole 1988 — 1995
Baccalaureat, High School/Secondary Diplomas and Certificates
Sun Life Global Investments 2014 - Present
Skills
Investments, Wealth Management, Mutual Funds, Segregated Funds, Portfolio Management, Retirement Planning, Stock Market, Trading, Financial Advisory, Life Insurance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Finance, Management, Banking, Accounting, Analysis, Financial Modeling, Customer Service, SAP, Business Planning, Leadership, Consulting, POS Solutions, Payment Systems, Payment Card Processing
Education
École des Ponts Business School 2001 — 2003
MBA, International Business, Entrepreneurship, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2002
MBA, Applied Quantitative Finance, Financial Engineering, Private Equity and Venture Capital
Institut National d'Administration de Gestion et des Hautes Etudes Internationales (INAGHEI) 1995 — 2000
Bachelor, Business Administration - Accounting (Sciences Comptables)
Lycee Pierre Eustache Daniel Fignole 1988 — 1995
Baccalaureat, High School/Secondary Diplomas and Certificates
Brittany Di Lorenzo's Sun Life Global Investments Experience February 2014 - Present
Job Wealth Sales Representative at Sun Life Global Investments
Industry Capital Markets
Experience
Sun Life Global Investments February 2014 - Present
Capital Economics January 2013 - February 2014
RBC June 2012 - January 2013
NorCliff Farms Inc. May 2012 - June 2012
Skills
Customer Service, Accounting, Corporate Finance, Mutual Funds, Sales, PeopleSoft, Microsoft Excel, Financial Analysis, Bloomberg, Cold Calling, Finance, Investments, Management, Teamwork, Training, Portfolio Management, Time Management, Microsoft Office
Education
Ryerson University 2008 — 2012
Bachelor of Commerce, Finance
Sun Life Global Investments February 2014 - Present
Capital Economics January 2013 - February 2014
RBC June 2012 - January 2013
NorCliff Farms Inc. May 2012 - June 2012
Skills
Customer Service, Accounting, Corporate Finance, Mutual Funds, Sales, PeopleSoft, Microsoft Excel, Financial Analysis, Bloomberg, Cold Calling, Finance, Investments, Management, Teamwork, Training, Portfolio Management, Time Management, Microsoft Office
Education
Ryerson University 2008 — 2012
Bachelor of Commerce, Finance
Kristi Feinzig's Sun Life Global Investments Experience February 2008 - June 2013
Job Senior Manager at IMP Consulting
Industry Investment Management
Experience
Sun Life Global Investments February 2008 - June 2013
Sun Life Global Investments 2007 - February 2008
Boldwater Capital Management LLP 2005 - 2007
Fleet Capital Markets 2003 - 2004
Moody's Investors Service 1994 - 2003
Skills
Structured Products, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Asset Management, Quantitative Research, Enterprise Risk..., Cashflow Analysis, Alternative Investments, Absolute Return, Relative Value, Structured Finance, Credit Derivatives, Investments, Mutual Funds, Trading, Risk Management, Bloomberg, Portfolio Management, Global Regulatory...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
MBA, Strategic Management & Operations
Simmons College 1990 — 1994
BA, Business Management & Art History
Harvard University
Master of Liberal Arts Candidate (2016), Archaeology & Anthropology
Sun Life Global Investments February 2008 - June 2013
Sun Life Global Investments 2007 - February 2008
Boldwater Capital Management LLP 2005 - 2007
Fleet Capital Markets 2003 - 2004
Moody's Investors Service 1994 - 2003
Skills
Structured Products, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Asset Management, Quantitative Research, Enterprise Risk..., Cashflow Analysis, Alternative Investments, Absolute Return, Relative Value, Structured Finance, Credit Derivatives, Investments, Mutual Funds, Trading, Risk Management, Bloomberg, Portfolio Management, Global Regulatory...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
MBA, Strategic Management & Operations
Simmons College 1990 — 1994
BA, Business Management & Art History
Harvard University
Master of Liberal Arts Candidate (2016), Archaeology & Anthropology
Rob Malone's Sun Life Global Investments Experience September 2013 - Present
Job Director, Strategic Projects at Sun Life Global Investments
Industry Insurance
Experience
Sun Life Global Investments September 2013 - Present
Oiseau Salon May 2010 - Present
Sun Life Global Investments June 2011 - August 2013
Sun Life Financial June 2008 - July 2011
Equitable Life Insurance Company of Canada 2006 - 2008
Equitable Life Insurance Company of Canada October 2005 - September 2006
Manulife Financial July 2001 - October 2005
Skills
Management, Process Improvement, Business Intelligence, Risk Management, Business Analysis, Change Management, Marketing Strategy, Project Management, Marketing, Insurance, Financial Services, Data Analysis, Project Portfolio..., Project Planning, Business Development
Education
Conestoga College 1998 — 2001
Computer Programmer/Analyst
Sun Life Global Investments September 2013 - Present
Oiseau Salon May 2010 - Present
Sun Life Global Investments June 2011 - August 2013
Sun Life Financial June 2008 - July 2011
Equitable Life Insurance Company of Canada 2006 - 2008
Equitable Life Insurance Company of Canada October 2005 - September 2006
Manulife Financial July 2001 - October 2005
Skills
Management, Process Improvement, Business Intelligence, Risk Management, Business Analysis, Change Management, Marketing Strategy, Project Management, Marketing, Insurance, Financial Services, Data Analysis, Project Portfolio..., Project Planning, Business Development
Education
Conestoga College 1998 — 2001
Computer Programmer/Analyst
Nigel McGilvery's Sun Life Global Investments Experience October 2010 - June 2011
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2015 - Present
Industrial Alliance August 2012 - January 2015
The Leslie Group June 2011 - August 2012
Sun Life Global Investments October 2010 - June 2011
Sun Life Financial April 2009 - April 2010
Sun Life Financial September 2005 - March 2009
Skills
Pensions, Account Management, Customer Relations, Investments, Financial Planning, Analysis, Asset Allocation, Banking, Asset Management, Business Analysis, Business Development, Business Strategy, CRM, Coaching, Contract Negotiation, Critical Illness, Customer Service, Defined Benefit, Disability Insurance, Employee Benefits, Equities, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Forecasting, Insurance, Investment Advisory, Investment Strategies, Leadership, Life Insurance, Management, Management Consulting, Mutual Funds, Negotiation, New Business Development, Portfolio Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Sales Management, Savings, Securities, Strategic Financial..., Strategic Planning, Team Building, Team Leadership
Education
Bishop's University 1993 — 1997
BA, History, Economics
Sun Life Financial March 2015 - Present
Industrial Alliance August 2012 - January 2015
The Leslie Group June 2011 - August 2012
Sun Life Global Investments October 2010 - June 2011
Sun Life Financial April 2009 - April 2010
Sun Life Financial September 2005 - March 2009
Skills
Pensions, Account Management, Customer Relations, Investments, Financial Planning, Analysis, Asset Allocation, Banking, Asset Management, Business Analysis, Business Development, Business Strategy, CRM, Coaching, Contract Negotiation, Critical Illness, Customer Service, Defined Benefit, Disability Insurance, Employee Benefits, Equities, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Forecasting, Insurance, Investment Advisory, Investment Strategies, Leadership, Life Insurance, Management, Management Consulting, Mutual Funds, Negotiation, New Business Development, Portfolio Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Sales Management, Savings, Securities, Strategic Financial..., Strategic Planning, Team Building, Team Leadership
Education
Bishop's University 1993 — 1997
BA, History, Economics
Katherine Salter's Sun Life Global Investments Experience June 2010 - Present
Job Director, Marketing at Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments June 2010 - Present
Franklin Templeton Investments June 2002 - August 2010
Fidelity Investments 2000 - 2002
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Marketing Communications, Investment Strategies, Marketing, Relationship Management, Financial Services, Asset Allocation, Retirement, Retirement Planning
Education
Queen's University 1989 — 1993
B.A. Hon
Branksome Hall School 1985 — 1989
Sun Life Global Investments June 2010 - Present
Franklin Templeton Investments June 2002 - August 2010
Fidelity Investments 2000 - 2002
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Marketing Communications, Investment Strategies, Marketing, Relationship Management, Financial Services, Asset Allocation, Retirement, Retirement Planning
Education
Queen's University 1989 — 1993
B.A. Hon
Branksome Hall School 1985 — 1989
Chris Lam, CIM's Sun Life Global Investments Experience April 2014 - Present
Job Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments April 2014 - Present
Sun Life Global Investments September 2013 - April 2014
Invesco Canada January 2013 - May 2013
Invesco Canada (Invesco Trimark) April 2011 - January 2013
Skills
Customer Service, Business Development, Customer Relations, Investment Management, Mutual Funds, Fixed Annuities, Holistic Financial..., Sales, Contact Management, Financial Services, Wealth Management, Retirement Planning, Relationship Management, Portfolio Management, Management, Investments, Financial Planning, Financial Analysis, Finance
Education
Golden Gate University 2008 — 2010
BBA, Business Administration
Sun Life Global Investments April 2014 - Present
Sun Life Global Investments September 2013 - April 2014
Invesco Canada January 2013 - May 2013
Invesco Canada (Invesco Trimark) April 2011 - January 2013
Skills
Customer Service, Business Development, Customer Relations, Investment Management, Mutual Funds, Fixed Annuities, Holistic Financial..., Sales, Contact Management, Financial Services, Wealth Management, Retirement Planning, Relationship Management, Portfolio Management, Management, Investments, Financial Planning, Financial Analysis, Finance
Education
Golden Gate University 2008 — 2010
BBA, Business Administration
Michael Banfield,CIM®'s Sun Life Global Investments Experience May 2015 - Present
Job Director, Product Management at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments May 2015 - Present
Sun Life Global Investments August 2010 - May 2015
Canada Life September 2003 - August 2010
ROI Capital October 2002 - September 2003
Fidelity Investments 1998 - 2002
Skills
Strategic Financial..., Wealth Management, New Business Development, Strategic Planning, Insurance, Relationship Management, Retirement, Account Management, Fixed Annuities, Marketing Strategy, Marketing, Investment Advisory, Coaching, Financial Services, Disability Insurance, Financial Advisory, Business Development, Pensions, Asset Management, Investments, Mutual Funds
Education
Ryerson University 1991 — 1994
Bachelor of Applied Arts, Public Administration
Sun Life Global Investments May 2015 - Present
Sun Life Global Investments August 2010 - May 2015
Canada Life September 2003 - August 2010
ROI Capital October 2002 - September 2003
Fidelity Investments 1998 - 2002
Skills
Strategic Financial..., Wealth Management, New Business Development, Strategic Planning, Insurance, Relationship Management, Retirement, Account Management, Fixed Annuities, Marketing Strategy, Marketing, Investment Advisory, Coaching, Financial Services, Disability Insurance, Financial Advisory, Business Development, Pensions, Asset Management, Investments, Mutual Funds
Education
Ryerson University 1991 — 1994
Bachelor of Applied Arts, Public Administration
Anna Burtin's Sun Life Global Investments Experience January 2015 - Present
Job Digital Marketing Specialist at Sun Life Global Investments
Industry Marketing and Advertising
Experience
Sun Life Global Investments January 2015 - Present
Sun Life Financial March 2013 - January 2015
DW+Partners, St. Joseph Content January 2012 - March 2013
Bank of Montreal August 2011 - January 2012
Ryerson University September 2008 - April 2011
Ready Set Print Inc. May 2010 - September 2010
Skills
Customer Service, Teamwork, Project Management, Marketing Communications, Marketing Strategy, Project Planning, Social Media, Advertising, Marketing
Education
Ryerson University 2007 — 2011
Bachelor of Technology (B.Tech.), Graphic Communications Management
Sun Life Global Investments January 2015 - Present
Sun Life Financial March 2013 - January 2015
DW+Partners, St. Joseph Content January 2012 - March 2013
Bank of Montreal August 2011 - January 2012
Ryerson University September 2008 - April 2011
Ready Set Print Inc. May 2010 - September 2010
Skills
Customer Service, Teamwork, Project Management, Marketing Communications, Marketing Strategy, Project Planning, Social Media, Advertising, Marketing
Education
Ryerson University 2007 — 2011
Bachelor of Technology (B.Tech.), Graphic Communications Management
Ramin Sarafian's Sun Life Global Investments Experience November 2011 - Present
Job Inside Sales Representative at Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments November 2011 - Present
Excel Funds Management Inc. March 2010 - August 2011
Skills
Mutual Funds, Wealth Management, Investments, Investment Strategies, Relationship Management, Strategic Financial...
Education
Ryerson University
Bachelor of Commerce (BCom), Business/Commerce, Finance
Sun Life Global Investments November 2011 - Present
Excel Funds Management Inc. March 2010 - August 2011
Skills
Mutual Funds, Wealth Management, Investments, Investment Strategies, Relationship Management, Strategic Financial...
Education
Ryerson University
Bachelor of Commerce (BCom), Business/Commerce, Finance
Filip Krstevski's Sun Life Global Investments Experience July 2014 - Present
Job Senior Business Consultant at Sun Life Global Investments
Industry Insurance
Experience
Sun Life Global Investments July 2014 - Present
Sun Life Financial October 2012 - July 2014
Sun Life Financial March 2014 - June 2014
Ministry of Government Services November 2011 - January 2012
Skills
HRIS, HR Policies, Human Resources, Employee Relations, Onboarding, Interviews, Talent Management, Organizational..., Performance Management, Employment Law, Business Analysis, Business Process..., Business Process..., Business Analytics, Business Impact Analysis
Education
McMaster University 2009 — 2010
Master of Arts, Work & Society (Labour Studies)
Seneca College of Applied Arts and Technology 2011 — 2011
OCGC, Human Resources Management
York University 2003 — 2007
Bachelor of Arts, Sociology
Sun Life Global Investments July 2014 - Present
Sun Life Financial October 2012 - July 2014
Sun Life Financial March 2014 - June 2014
Ministry of Government Services November 2011 - January 2012
Skills
HRIS, HR Policies, Human Resources, Employee Relations, Onboarding, Interviews, Talent Management, Organizational..., Performance Management, Employment Law, Business Analysis, Business Process..., Business Process..., Business Analytics, Business Impact Analysis
Education
McMaster University 2009 — 2010
Master of Arts, Work & Society (Labour Studies)
Seneca College of Applied Arts and Technology 2011 — 2011
OCGC, Human Resources Management
York University 2003 — 2007
Bachelor of Arts, Sociology
Amanda Cocurullo's Sun Life Global Investments Experience April 2013 - Present
Job Institutional Marketing Communications Specialist at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments April 2013 - Present
Sun Life Financial December 2011 - April 2013
Sun Life Financial August 2009 - December 2011
Skills
Outlook, Life Insurance, Financial Services, Office Administration, Microsoft Word, Marketing Communications, Social Media Marketing, Social Media, Event Planning, Sales, PowerPoint, Teamwork, Photoshop, Marketing, Event Management, Time Management, Advertising, Insurance, Marketing Strategy, Investments, Customer Service
Education
Sheridan College
Bachelor's degree, Illustration
Sun Life Global Investments April 2013 - Present
Sun Life Financial December 2011 - April 2013
Sun Life Financial August 2009 - December 2011
Skills
Outlook, Life Insurance, Financial Services, Office Administration, Microsoft Word, Marketing Communications, Social Media Marketing, Social Media, Event Planning, Sales, PowerPoint, Teamwork, Photoshop, Marketing, Event Management, Time Management, Advertising, Insurance, Marketing Strategy, Investments, Customer Service
Education
Sheridan College
Bachelor's degree, Illustration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY