Sun Life of Canada
Industry: Financial services company
DescriptionSun Life Financial, Inc. is a Canadian financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865. Customer service: 1 (800) 786-5433 Headquarters: Toronto, Canada Revenue: 28.57 billion CAD (2016) Subsidiaries: MFS Government Markets,
Sun Life of Canada List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sun Life of Canada. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sun Life of Canada Employees
Employee
Years
Job
Industry
Dave Gilmore Dave Gilmore's Sun Life of Canada Experience January 1990 - April 1995
Job Managing Director at The Tricord Group
Industry Management Consulting
Experience
Regency Lighting January 2015 - Present
KM Digital May 2014 - Present
The Tricord Group April 2004 - Present
Exigen Group January 2001 - December 2003
BackWeb Technologies October 1998 - January 2001
Cadence Design Systems October 1997 - October 1998
Vanstar April 1995 - October 1997
Sun Life of Canada January 1990 - April 1995
Skills
Mobile Devices, Agile Project Management, Professional Services, Program Management, Enterprise Software, Outsourcing, Strategic Planning, IT Strategy, Mergers, Executive Management, Cross-functional Team..., Cloud Computing, Integration, Management Consulting, Business Analysis, Start-ups, Strategic Partnerships, Business Planning, Business Intelligence, Business Development, Strategy, Business Process, Project Planning, Vendor Management, Mergers & Acquisitions, Sales Management, Sales, Change Management, Team Leadership, Contract Negotiation, Process Improvement, Project Management, Healthcare, New Business Development, Management, Leadership, Pharmaceutical Industry, Consulting
Education
Harvard Graduate School of Arts & Sciences
Grace College and Seminary
Regency Lighting January 2015 - Present
KM Digital May 2014 - Present
The Tricord Group April 2004 - Present
Exigen Group January 2001 - December 2003
BackWeb Technologies October 1998 - January 2001
Cadence Design Systems October 1997 - October 1998
Vanstar April 1995 - October 1997
Sun Life of Canada January 1990 - April 1995
Skills
Mobile Devices, Agile Project Management, Professional Services, Program Management, Enterprise Software, Outsourcing, Strategic Planning, IT Strategy, Mergers, Executive Management, Cross-functional Team..., Cloud Computing, Integration, Management Consulting, Business Analysis, Start-ups, Strategic Partnerships, Business Planning, Business Intelligence, Business Development, Strategy, Business Process, Project Planning, Vendor Management, Mergers & Acquisitions, Sales Management, Sales, Change Management, Team Leadership, Contract Negotiation, Process Improvement, Project Management, Healthcare, New Business Development, Management, Leadership, Pharmaceutical Industry, Consulting
Education
Harvard Graduate School of Arts & Sciences
Grace College and Seminary
David Grenell David Grenell's Sun Life of Canada Experience February 1984 - January 1988
Job Regional Sales Manager at Roundstone Insurance NAHU Self Funded Certified
Industry Insurance
Experience
Roundstone Insurance September 2013 - Present
Manhattan Insurance Group April 2011 - June 2013
OptiCare Vision Plans November 2003 - April 2011
AIG / American General July 1997 - November 2003
Employers Health / Humana February 1994 - July 1997
Memorial Healthnet - Third Party Administrator November 1992 - February 1994
Confederation Life January 1988 - October 1992
Sun Life of Canada February 1984 - January 1988
Skills
Insurance, Dental, Benefits, Health Insurance, Sales Management, New Business Development, Disability Insurance, Consultative Selling, Employee Benefits, Brokers, Customer Relations, Underwriting, Negotiation, Team Building, Coaching, Problem Solving, Budgeting, Product Marketing, Product Development, Selling, Public Speaking, Executive Management, Customer Retention, Marketing Strategy, Customer Service, Dentistry, Critical Illness, Sales, Managed Care, Leadership, PPO, Life Insurance, Health Savings Accounts, Long-term Care, Sales Operations, Term Life Insurance, Reinsurance, Management, Budgets, Group Insurance, Accident, Self-funded
Education
Michigan State University 1976 — 1978
BS, Social Science - Pre Law
Thomas M. Cooley Law School
none, Law
Roundstone Insurance September 2013 - Present
Manhattan Insurance Group April 2011 - June 2013
OptiCare Vision Plans November 2003 - April 2011
AIG / American General July 1997 - November 2003
Employers Health / Humana February 1994 - July 1997
Memorial Healthnet - Third Party Administrator November 1992 - February 1994
Confederation Life January 1988 - October 1992
Sun Life of Canada February 1984 - January 1988
Skills
Insurance, Dental, Benefits, Health Insurance, Sales Management, New Business Development, Disability Insurance, Consultative Selling, Employee Benefits, Brokers, Customer Relations, Underwriting, Negotiation, Team Building, Coaching, Problem Solving, Budgeting, Product Marketing, Product Development, Selling, Public Speaking, Executive Management, Customer Retention, Marketing Strategy, Customer Service, Dentistry, Critical Illness, Sales, Managed Care, Leadership, PPO, Life Insurance, Health Savings Accounts, Long-term Care, Sales Operations, Term Life Insurance, Reinsurance, Management, Budgets, Group Insurance, Accident, Self-funded
Education
Michigan State University 1976 — 1978
BS, Social Science - Pre Law
Thomas M. Cooley Law School
none, Law
Larry Lubell – President, Urban Insurance Larry Lubell – President, Urban Insurance's Sun Life of Canada Experience September 1982 - November 1984
Job Saving Truckers an average of 24% off their commercial auto policies since 1961
Industry Insurance
Experience
Urban Insurance Agency August 1985 - Present
Sun Life of Canada September 1982 - November 1984
Skills
Trucking, Commercial Insurance, General Insurance, Insurance, Transportation, Transportation Safety, Freight, Freight Transportation, DOT Compliance, DOT regulations, Marketing, Social Networking, Creative Direction, Online Marketing, Blogging, Marketing Communications, Marketing Strategy, Market Research, Digital Marketing, Advertising, Account Management, Direct Marketing, E-commerce, New Business Development, Email Marketing, SEO, Small Business, Sales Management, Social Media Marketing, Social Media, Online Advertising
Education
Arizona State University 1979 — 1982
BFA, Fine Arts and Design
Urban Insurance Agency August 1985 - Present
Sun Life of Canada September 1982 - November 1984
Skills
Trucking, Commercial Insurance, General Insurance, Insurance, Transportation, Transportation Safety, Freight, Freight Transportation, DOT Compliance, DOT regulations, Marketing, Social Networking, Creative Direction, Online Marketing, Blogging, Marketing Communications, Marketing Strategy, Market Research, Digital Marketing, Advertising, Account Management, Direct Marketing, E-commerce, New Business Development, Email Marketing, SEO, Small Business, Sales Management, Social Media Marketing, Social Media, Online Advertising
Education
Arizona State University 1979 — 1982
BFA, Fine Arts and Design
Samina Diamond Samina Diamond's Sun Life of Canada Experience 1997 - 1998
Job Senior Technical Manager at Cadalys
Industry Computer Software
Experience
Cadalys July 2014 - Present
Vahidy Consulting 2008 - July 2014
Scan Optics 2009 - 2010
Covario 2006 - 2008
Covario 2005 - 2006
Silicon Space 2003 - 2005
Silicon Space 2000 - 2003
Info Tech Consulting and Services 1998 - 1999
Sun Life of Canada 1997 - 1998
Sun Life of Canada 1996 - 1997
Skills
SQL, Software Development, Agile Methodologies, SaaS, Microsoft SQL Server, SharePoint, AJAX, jQuery, CSS, ASP.NET, JavaScript, C#, .NET, Web Applications, SEO, Team Leadership, T-SQL, Salesforce.com, MySQL, Databases, Cloud Computing, Web Development, Project Management, HTML, Oracle, IIS, Enterprise Architecture, Visual Basic
Education
Bryant University
Bachelor of Science (B.S.)
Cadalys July 2014 - Present
Vahidy Consulting 2008 - July 2014
Scan Optics 2009 - 2010
Covario 2006 - 2008
Covario 2005 - 2006
Silicon Space 2003 - 2005
Silicon Space 2000 - 2003
Info Tech Consulting and Services 1998 - 1999
Sun Life of Canada 1997 - 1998
Sun Life of Canada 1996 - 1997
Skills
SQL, Software Development, Agile Methodologies, SaaS, Microsoft SQL Server, SharePoint, AJAX, jQuery, CSS, ASP.NET, JavaScript, C#, .NET, Web Applications, SEO, Team Leadership, T-SQL, Salesforce.com, MySQL, Databases, Cloud Computing, Web Development, Project Management, HTML, Oracle, IIS, Enterprise Architecture, Visual Basic
Education
Bryant University
Bachelor of Science (B.S.)
David Neider's Sun Life of Canada Experience November 1990 - January 1996
Job President, Healthcare Consultants, Inc.
Industry Insurance
Experience
Healthcare Consultants January 1992 - Present
Sun Life of Canada November 1990 - January 1996
Neider Financial May 1983 - November 1990
Skills
Long-term Care, Disability Insurance, Employee Benefits, Life Insurance, Retirement Planning, Small Business, Benefits Administration, 401k, Strategic Planning, Insurance, Health Insurance, Sales, Customer Service, Healthcare Consulting, New Business Development, Sales Management, Marketing, Health Savings Accounts, Management, Strategic Financial..., Healthcare, Term Life Insurance, Group Insurance, Universal Life, COBRA, Accident, Brokers, Critical Illness, Long Term Care Insurance, Whole Life, Underwriting, Medicare, Fixed Annuities, Retirement, Workers Compensation, Dentistry, Health Policy, Property & Casualty..., Claim, Group Medical, Professional Liability, HMO, Managed Care, Open Enrollment, Self-funded, General Insurance, Financial Planners, Claims Management, Commercial Insurance, Financial Planning
Education
The University of Texas at Austin 1979 — 1983
Finance, Real Estate
Healthcare Consultants January 1992 - Present
Sun Life of Canada November 1990 - January 1996
Neider Financial May 1983 - November 1990
Skills
Long-term Care, Disability Insurance, Employee Benefits, Life Insurance, Retirement Planning, Small Business, Benefits Administration, 401k, Strategic Planning, Insurance, Health Insurance, Sales, Customer Service, Healthcare Consulting, New Business Development, Sales Management, Marketing, Health Savings Accounts, Management, Strategic Financial..., Healthcare, Term Life Insurance, Group Insurance, Universal Life, COBRA, Accident, Brokers, Critical Illness, Long Term Care Insurance, Whole Life, Underwriting, Medicare, Fixed Annuities, Retirement, Workers Compensation, Dentistry, Health Policy, Property & Casualty..., Claim, Group Medical, Professional Liability, HMO, Managed Care, Open Enrollment, Self-funded, General Insurance, Financial Planners, Claims Management, Commercial Insurance, Financial Planning
Education
The University of Texas at Austin 1979 — 1983
Finance, Real Estate
Joseph Vitelli Joseph Vitelli's Sun Life of Canada Experience 1997 - December 1998
Job Business Analyst at Realogy
Industry Financial Services
Experience
Realogy August 2012 - Present
Winter Wyman October 2011 - August 2012
Sun Life Financial July 2007 - September 2011
John Hancock Financial Svcs June 2000 - July 2007
John Hancock Signature Services January 1999 - June 2000
Sun Life of Canada 1997 - December 1998
Sun Life of Canada 1995 - 1997
Business Express Airlines 1994 - 1995
BUSINESS EXPRESS AIRLINES, LOGAN INTERNATIONAL AIRPORT 1992 - 1995
Business Express Airlines 1993 - 1994
Skills
Business Objects, ACL, SOLAR, MS Office Suite, Access, DCF, QMF, SQL, Insync, Charm, ZEKE, Cyber Security, Cyberlife, McCamish, Policy Link, FileNet, Report Manager, TSO, TAI, TAI Security, DB2/SQL, DB2 Connect, PL1, Queries, Databases, Lotus Notes, Lotus 123, Siebel, CSWB (Customer Service..., Solar Security, Open Source, Process Improvement, Software Documentation, Systems Analysis, Quality Assurance, Business Requirements, Testing, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Mainframe, Insurance, User Acceptance Testing, SPUFI, Functional..., Production Support, INSYNC, Microsoft Office, Cross-functional Team...
Education
University of New Haven 1988 — 1991
BS, Air Transportation Management
Hawthorne College 1987 — 1988
BS, Business Administration and Aviation
Realogy August 2012 - Present
Winter Wyman October 2011 - August 2012
Sun Life Financial July 2007 - September 2011
John Hancock Financial Svcs June 2000 - July 2007
John Hancock Signature Services January 1999 - June 2000
Sun Life of Canada 1997 - December 1998
Sun Life of Canada 1995 - 1997
Business Express Airlines 1994 - 1995
BUSINESS EXPRESS AIRLINES, LOGAN INTERNATIONAL AIRPORT 1992 - 1995
Business Express Airlines 1993 - 1994
Skills
Business Objects, ACL, SOLAR, MS Office Suite, Access, DCF, QMF, SQL, Insync, Charm, ZEKE, Cyber Security, Cyberlife, McCamish, Policy Link, FileNet, Report Manager, TSO, TAI, TAI Security, DB2/SQL, DB2 Connect, PL1, Queries, Databases, Lotus Notes, Lotus 123, Siebel, CSWB (Customer Service..., Solar Security, Open Source, Process Improvement, Software Documentation, Systems Analysis, Quality Assurance, Business Requirements, Testing, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Mainframe, Insurance, User Acceptance Testing, SPUFI, Functional..., Production Support, INSYNC, Microsoft Office, Cross-functional Team...
Education
University of New Haven 1988 — 1991
BS, Air Transportation Management
Hawthorne College 1987 — 1988
BS, Business Administration and Aviation
Kenneth Ellis Kenneth Ellis's Sun Life of Canada Experience 1997 - 2000
Job Workplace & Collaboration TechnologiesSenior Analyst at Sun Life Financial
Industry Telecommunications
Experience
Sun Life Financial July 2002 - Present
Cignal Global October 2000 - September 2001
Sun Life of Canada 1997 - 2000
Evergreen Investments 1989 - 1997
Skills
Avaya, Genesys, Verint, NICE, IVR, Symon, Empirix OneSight, Empirix Hammer, Microsoft Office, Call Routing, Call Center, Switches, Troubleshooting, CTI, Telephony, PBX, ACD, Avaya PBX, Telecommunications, Windows, Call Recording, Visio, Contact Centre, Vectoring, Call Logging, Call Centers, ITIL, SDLC, Vendor Management, Disaster Recovery, Technical Support, Testing, Requirements Analysis, Process Improvement, Business Analysis, Contact Centers, Integration, System Administration, Enterprise Software, Networking, Workforce Management, IT Service Management, Data Center, Service Delivery, Microsoft Exchange, Project Planning, WAN, IT Management, VoIP, System Deployment
Education
Empirix 2009 — 2009
Genesys University 2003 — 2007
University of Massachusetts Boston
Science
Sun Life Financial July 2002 - Present
Cignal Global October 2000 - September 2001
Sun Life of Canada 1997 - 2000
Evergreen Investments 1989 - 1997
Skills
Avaya, Genesys, Verint, NICE, IVR, Symon, Empirix OneSight, Empirix Hammer, Microsoft Office, Call Routing, Call Center, Switches, Troubleshooting, CTI, Telephony, PBX, ACD, Avaya PBX, Telecommunications, Windows, Call Recording, Visio, Contact Centre, Vectoring, Call Logging, Call Centers, ITIL, SDLC, Vendor Management, Disaster Recovery, Technical Support, Testing, Requirements Analysis, Process Improvement, Business Analysis, Contact Centers, Integration, System Administration, Enterprise Software, Networking, Workforce Management, IT Service Management, Data Center, Service Delivery, Microsoft Exchange, Project Planning, WAN, IT Management, VoIP, System Deployment
Education
Empirix 2009 — 2009
Genesys University 2003 — 2007
University of Massachusetts Boston
Science
David Dyson David Dyson's Sun Life of Canada Experience 1994 - 1996
Job Director of Internal Audit at iRobot Corporation
Industry Defense & Space
Experience
iRobot Corporation April 2007 - Present
Greater Boston Chapter of the IIA 2013 - 2015
Harvard Pilgrim Health Care March 2004 - April 2007
BTM Capital Corporation February 2001 - November 2003
BJs Wholesale Club 1998 - 2001
Sun Life of Canada 1994 - 1996
Sun Life of Canada 1994 - 1996
Defense Contract Audit Agency 1990 - 1994
Skills
Due Diligence, Risk Assessment, Business Analysis, Project Management, Finance, Analysis, IT Audit, Internal Audit, Management, Management Consulting, Accounting, Insurance, Manufacturing, Banking, Retail, High Tech, Technology, Healthcare, Health Insurance, CPA, Compliance, Revenue Recognition, Leadership, Process Improvement
Education
Bentley University 1992 — 1995
MBA, Management
University of Massachusetts Boston 1984 — 1988
B.S., Accounting and Finance
iRobot Corporation April 2007 - Present
Greater Boston Chapter of the IIA 2013 - 2015
Harvard Pilgrim Health Care March 2004 - April 2007
BTM Capital Corporation February 2001 - November 2003
BJs Wholesale Club 1998 - 2001
Sun Life of Canada 1994 - 1996
Sun Life of Canada 1994 - 1996
Defense Contract Audit Agency 1990 - 1994
Skills
Due Diligence, Risk Assessment, Business Analysis, Project Management, Finance, Analysis, IT Audit, Internal Audit, Management, Management Consulting, Accounting, Insurance, Manufacturing, Banking, Retail, High Tech, Technology, Healthcare, Health Insurance, CPA, Compliance, Revenue Recognition, Leadership, Process Improvement
Education
Bentley University 1992 — 1995
MBA, Management
University of Massachusetts Boston 1984 — 1988
B.S., Accounting and Finance
Kevin Fahey Kevin Fahey's Sun Life of Canada Experience 1982 - 1991
Job Producer at Lyons Companies
Industry Financial Services
Experience
GWN Securities, Inc. June 2009 - Present
Lyons Companies August 2006 - Present
Allstate Financial Services, LLC October 1992 - August 2006
Sun Financial Group January 1982 - September 1992
Sun Life of Canada 1982 - 1991
Education
University of Delaware 1972 — 1977
Bachelor of Science (BS), American History (United States)
Salesianum School 1968 — 1972
GWN Securities, Inc. June 2009 - Present
Lyons Companies August 2006 - Present
Allstate Financial Services, LLC October 1992 - August 2006
Sun Financial Group January 1982 - September 1992
Sun Life of Canada 1982 - 1991
Education
University of Delaware 1972 — 1977
Bachelor of Science (BS), American History (United States)
Salesianum School 1968 — 1972
Robert Leach Robert Leach's Sun Life of Canada Experience 1987 - 2000
Job Vice PresidentUS Capital Management at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock September 2005 - December 2011
Manulife Financial / John Hancock April 2002 - September 2005
American Skandia Life Assurance Company 2000 - 2002
Sun Life of Canada 1987 - 2000
New England Life 1985 - 1987
New England Life 1978 - 1985
Mass Mutual Life 1977 - 1978
Skills
Actuarial Science, ALM, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Economic Capital, Valuation, Capital Management, Investments, Financial Modeling, Financial Risk, 401k, Underwriting, Variable Annuities, Asset Managment, Retirement, Defined Benefit, Portfolio Management, Financial Services, Strategic Financial..., Asset Allocation
Education
Dartmouth College 1973 — 1977
AB, Mathematics
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock September 2005 - December 2011
Manulife Financial / John Hancock April 2002 - September 2005
American Skandia Life Assurance Company 2000 - 2002
Sun Life of Canada 1987 - 2000
New England Life 1985 - 1987
New England Life 1978 - 1985
Mass Mutual Life 1977 - 1978
Skills
Actuarial Science, ALM, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Economic Capital, Valuation, Capital Management, Investments, Financial Modeling, Financial Risk, 401k, Underwriting, Variable Annuities, Asset Managment, Retirement, Defined Benefit, Portfolio Management, Financial Services, Strategic Financial..., Asset Allocation
Education
Dartmouth College 1973 — 1977
AB, Mathematics
Trish Riel's Sun Life of Canada Experience 1990 - September 1997
Job Sr. Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments August 2000 - December 2011
CIBER 1997 - 2008
Sunlife of Canada February 1999 - August 2000
Analog Devises September 1997 - February 1999
Sun Life of Canada 1990 - September 1997
Skills
Visio, SharePoint, Systems Analysis, Documentation, Testing, SDLC, Business Analysis, SQL, Access, Requirements Gathering, XML, Analysis, Business Requirements, Outlook, Software Documentation
Education
Community College of Rhode Island 1980 — 1983
Computer Science, Computer Science
Bridgewater State University
Business
Fidelity Investments March 2012 - Present
Fidelity Investments August 2000 - December 2011
CIBER 1997 - 2008
Sunlife of Canada February 1999 - August 2000
Analog Devises September 1997 - February 1999
Sun Life of Canada 1990 - September 1997
Skills
Visio, SharePoint, Systems Analysis, Documentation, Testing, SDLC, Business Analysis, SQL, Access, Requirements Gathering, XML, Analysis, Business Requirements, Outlook, Software Documentation
Education
Community College of Rhode Island 1980 — 1983
Computer Science, Computer Science
Bridgewater State University
Business
Elaine Dorreman Elaine Dorreman's Sun Life of Canada Experience January 1993 - June 1997
Job Sales/Service at Rogers Benefit Group
Industry Insurance
Experience
Rogers Benefit Group June 1997 - Present
Society of Financial Service Professionals - Tampa Bay Chapter April 1980 - Present
NAIFA-TAMPA 1980 - Present
Group Insurance August 1974 - Present
Cypress Willow HOA 1996 - 2010
Sun Life of Canada January 1993 - June 1997
Skills
Disability Insurance, Insurance
Education
New Jersey City University
Rogers Benefit Group June 1997 - Present
Society of Financial Service Professionals - Tampa Bay Chapter April 1980 - Present
NAIFA-TAMPA 1980 - Present
Group Insurance August 1974 - Present
Cypress Willow HOA 1996 - 2010
Sun Life of Canada January 1993 - June 1997
Skills
Disability Insurance, Insurance
Education
New Jersey City University
Brad Anderson, BCom, Anderson Brad Anderson, BCom, Anderson's Sun Life of Canada Experience June 1993 - May 1997
Job Vice President Real Estate Lending, Western Canada at Scotiabank
Industry Banking
Experience
Scotiabank October 2002 - Present
Bentall Corporation May 1997 - September 2002
Sun Life of Canada June 1993 - May 1997
Education
The University of British Columbia / UBC 1988 — 2003
Bachelor of Commerce (BCom), Urban Land Economics
Scotiabank October 2002 - Present
Bentall Corporation May 1997 - September 2002
Sun Life of Canada June 1993 - May 1997
Education
The University of British Columbia / UBC 1988 — 2003
Bachelor of Commerce (BCom), Urban Land Economics
Paul Badeau's Sun Life of Canada Experience 1991 - 1996
Job Marketing Manager at Oxford Networks
Industry Public Relations and Communications
Experience
Badeau Branding & Communications 2014 - 2015
Efficiency Maine Trust March 2011 - September 2014
Lewiston-Auburn Economic Growth Council September 1998 - March 2011
Saint Joseph's College June 1997 - August 1998
Sun Journal 1996 - 1997
Sun Life of Canada 1991 - 1996
Skills
Crisis Communications, Public Relations, Media Relations, Press Releases, Public Speaking, Message Development, Non-profits, Speech Writing, Editing, Nonprofits, Fundraising, Public Policy, Marketing Communications, Newsletters, Strategic Communications, Marketing
Education
Leadership Maine 2008 — 2009
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Badeau Branding & Communications 2014 - 2015
Efficiency Maine Trust March 2011 - September 2014
Lewiston-Auburn Economic Growth Council September 1998 - March 2011
Saint Joseph's College June 1997 - August 1998
Sun Journal 1996 - 1997
Sun Life of Canada 1991 - 1996
Skills
Crisis Communications, Public Relations, Media Relations, Press Releases, Public Speaking, Message Development, Non-profits, Speech Writing, Editing, Nonprofits, Fundraising, Public Policy, Marketing Communications, Newsletters, Strategic Communications, Marketing
Education
Leadership Maine 2008 — 2009
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Doug Sonley Doug Sonley's Sun Life of Canada Experience 1994 - 1995
Job COO IT VIP Support Specialist at Allianz Global Corporate & Specialty
Industry Insurance
Experience
Allianz Global Corporate & Specialty April 2010 - Present
Allianz Global Corporate & Specialty December 2004 - December 2011
Sun Life of Canada 1994 - 1995
Prudential Assurance 1984 - 1994
Education
Centennial College 1982 — 1985
PA/SA/PC, Business Administration
Allianz Global Corporate & Specialty April 2010 - Present
Allianz Global Corporate & Specialty December 2004 - December 2011
Sun Life of Canada 1994 - 1995
Prudential Assurance 1984 - 1994
Education
Centennial College 1982 — 1985
PA/SA/PC, Business Administration
Cliff Toplis's Sun Life of Canada Experience August 1977 - November 1981
Job Regional Vice President at MIB, INC
Industry Insurance
Experience
MIB, INC May 1999 - Present
MetLife Canada November 1987 - July 1998
American Life November 1981 - November 1987
Sun Life of Canada August 1977 - November 1981
Skills
Underwriting, Claim, Reinsurance, Life Insurance, Health Insurance, Fixed Annuities, Insurance, Disability Insurance, Actuarial Science, Employee Benefits, Brokers, Long-term Care, Long Term Care Insurance, General Insurance, Term Life Insurance
Education
McGill University 1973 — 1976
BA, Classics
MIB, INC May 1999 - Present
MetLife Canada November 1987 - July 1998
American Life November 1981 - November 1987
Sun Life of Canada August 1977 - November 1981
Skills
Underwriting, Claim, Reinsurance, Life Insurance, Health Insurance, Fixed Annuities, Insurance, Disability Insurance, Actuarial Science, Employee Benefits, Brokers, Long-term Care, Long Term Care Insurance, General Insurance, Term Life Insurance
Education
McGill University 1973 — 1976
BA, Classics
K. Allison MacDonald Dacey K. Allison MacDonald Dacey's Sun Life of Canada Experience January 1989 - January 1996
Job Billing Representative at Safety Insurance
Industry Insurance
Experience
Safety Insurance March 2010 - Present
Liberty Mutual March 2007 - September 2008
Liberty Mutual Insurance March 2006 - March 2007
Newton Chiropractic Centre February 2005 - January 2006
ADP (Automatic Data Processing) January 1999 - July 2003
con't January 1997 - January 1999
Sun Life of Canada January 1989 - January 1996
Skills
Customer Service, Insurance, Microsoft Office, Billing, Scheduling, Documentation, Problem Solving, Data Entry, Telephone Skills, Database Administration, Payroll Processing, Balance, Banking
Education
Green Mountain College 1985 — 1987
None, usiness Administration
Green Mountain College 1985 — 1987
None, Business
Newton South High School 1981 — 1985
Yes, All
Green Mountain College
Business Administration
Massachusetts Bay Community College
Business Law, Banking
Safety Insurance March 2010 - Present
Liberty Mutual March 2007 - September 2008
Liberty Mutual Insurance March 2006 - March 2007
Newton Chiropractic Centre February 2005 - January 2006
ADP (Automatic Data Processing) January 1999 - July 2003
con't January 1997 - January 1999
Sun Life of Canada January 1989 - January 1996
Skills
Customer Service, Insurance, Microsoft Office, Billing, Scheduling, Documentation, Problem Solving, Data Entry, Telephone Skills, Database Administration, Payroll Processing, Balance, Banking
Education
Green Mountain College 1985 — 1987
None, usiness Administration
Green Mountain College 1985 — 1987
None, Business
Newton South High School 1981 — 1985
Yes, All
Green Mountain College
Business Administration
Massachusetts Bay Community College
Business Law, Banking
Bernie Siryk Bernie Siryk's Sun Life of Canada Experience August 1992 - February 1998
Job Principal Consultant at Navin Haffty & Associates
Industry Hospital & Health Care
Experience
Navin Haffty & Associates January 2011 - Present
Global Green Consulting Group April 2009 - January 2011
Risk Management Foundation March 2006 - April 2008
Ipswitch, Inc. June 2001 - January 2006
PricewaterhouseCoopers March 1998 - May 2001
Sun Life of Canada August 1992 - February 1998
Skills
Strategic Planning, Process Improvement, Organizational..., IT Strategy, Program Management, Meaningful Use, Project Management, ARRA Program, EHR, Business Process..., Leadership, CRM, Management, Strategy, Business Process, Management Consulting, Start-ups, Business Strategy, Risk Management, Healthcare, Business Analysis, Project Planning, Cross-functional Team..., Consulting, Healthcare Information..., Executive Management, Information Technology, Integration, Vendor Management
Education
Babson College
MBA, MIS
Clark University
BA, Psychology
University of Iowa
PhD, ABD, Psychology, Statistics
Navin Haffty & Associates January 2011 - Present
Global Green Consulting Group April 2009 - January 2011
Risk Management Foundation March 2006 - April 2008
Ipswitch, Inc. June 2001 - January 2006
PricewaterhouseCoopers March 1998 - May 2001
Sun Life of Canada August 1992 - February 1998
Skills
Strategic Planning, Process Improvement, Organizational..., IT Strategy, Program Management, Meaningful Use, Project Management, ARRA Program, EHR, Business Process..., Leadership, CRM, Management, Strategy, Business Process, Management Consulting, Start-ups, Business Strategy, Risk Management, Healthcare, Business Analysis, Project Planning, Cross-functional Team..., Consulting, Healthcare Information..., Executive Management, Information Technology, Integration, Vendor Management
Education
Babson College
MBA, MIS
Clark University
BA, Psychology
University of Iowa
PhD, ABD, Psychology, Statistics
Peg O'Donnell Peg O'Donnell's Sun Life of Canada Experience September 1979 - 1983
Job Corporate Events Consultant
Industry Marketing and Advertising
Experience
Philips Lifeline February 2014 - Present
Professional Events Group August 2013 - Present
IBM InfoSphere Guardium August 2010 - July 2013
Guardium, an IBM Company February 2007 - June 2013
Bacou-Dalloz (now Sperian Protection) April 2002 - February 2007
LiveVault August 2001 - April 2002
Dragon Systems 1997 - 2001
Phoenix Technologies 1986 - 1997
Factory Mutual (Allendale Insurance) 1983 - 1986
Sun Life of Canada September 1979 - 1983
Skills
Trade Shows, Event Management, Marketing Communications, Budgeting, Special Events, Webinars, Lead Generation, Conferences, Event Marketing, Channel Marketing, Event Planning, Budget Management, Email Marketing, Product Launches, Marketing Strategy, Demand Generation, Public Relations, Marketing Management, Trade Show Management, Sponsorship, Vendor Relations, Salesforce.com, Sales Support, Contract Negotiation, Customer Relations, Team Building, Budgets, Events, Product Launch, Multi-channel Marketing, Marketing, Management, Sales Operations, Program Management, Leadership, Sales Management, Sales Enablement, Training, Sales, Customer Service, SaaS, Women Leaders
Education
Salem State University 1975 — 1979
BS, Business
Westwood High School 1975 — 1975
Yes, Business
Philips Lifeline February 2014 - Present
Professional Events Group August 2013 - Present
IBM InfoSphere Guardium August 2010 - July 2013
Guardium, an IBM Company February 2007 - June 2013
Bacou-Dalloz (now Sperian Protection) April 2002 - February 2007
LiveVault August 2001 - April 2002
Dragon Systems 1997 - 2001
Phoenix Technologies 1986 - 1997
Factory Mutual (Allendale Insurance) 1983 - 1986
Sun Life of Canada September 1979 - 1983
Skills
Trade Shows, Event Management, Marketing Communications, Budgeting, Special Events, Webinars, Lead Generation, Conferences, Event Marketing, Channel Marketing, Event Planning, Budget Management, Email Marketing, Product Launches, Marketing Strategy, Demand Generation, Public Relations, Marketing Management, Trade Show Management, Sponsorship, Vendor Relations, Salesforce.com, Sales Support, Contract Negotiation, Customer Relations, Team Building, Budgets, Events, Product Launch, Multi-channel Marketing, Marketing, Management, Sales Operations, Program Management, Leadership, Sales Management, Sales Enablement, Training, Sales, Customer Service, SaaS, Women Leaders
Education
Salem State University 1975 — 1979
BS, Business
Westwood High School 1975 — 1975
Yes, Business
Mary Lou Essajanian Mary Lou Essajanian's Sun Life of Canada Experience 1978 - 1980
Job Realtor at Realty Executives Boston West
Industry Real Estate
Experience
Realty Executives Boston West December 2014 - Present
Realty Executives Boston West December 2011 - December 2014
Osco Drug 1988 - 1995
Sun Life of Canada 1978 - 1980
Skills
Relocation, First Time Home Buyers, Buyer Representation, Sellers Agent, Home, Real Estate, Short Sales, Referrals, Condos, Single Family Homes, Residential, First Time Buyers, Sellers, Real Estate Transactions, Luxury, Investment Properties, Real Estate Investment, Listings, New Home Sales, Resale, Construction, Land, Seniors, Townhomes, Investors, Home Staging, Real Property, Buyers, Foreclosures
Education
Northeastern University 1977 — 1978
Business Management
Delaware County Community College 1974 — 1977
Business Management
Realty Executives Boston West December 2014 - Present
Realty Executives Boston West December 2011 - December 2014
Osco Drug 1988 - 1995
Sun Life of Canada 1978 - 1980
Skills
Relocation, First Time Home Buyers, Buyer Representation, Sellers Agent, Home, Real Estate, Short Sales, Referrals, Condos, Single Family Homes, Residential, First Time Buyers, Sellers, Real Estate Transactions, Luxury, Investment Properties, Real Estate Investment, Listings, New Home Sales, Resale, Construction, Land, Seniors, Townhomes, Investors, Home Staging, Real Property, Buyers, Foreclosures
Education
Northeastern University 1977 — 1978
Business Management
Delaware County Community College 1974 — 1977
Business Management
Eileen Casey Eileen Casey's Sun Life of Canada Experience September 1994 - June 1997
Job
Industry Marketing and Advertising
Experience
Distinctions Marketing and Strategy Services, LLC May 2006 - Present
The Hartford June 2002 - January 2006
GE Group Life Assurance, Employer Services Group January 2001 - June 2002
GE Group Life Assurance, Employer Services Group and Phoenix Home Life June 1997 - January 2001
Sun Life of Canada September 1994 - June 1997
New England Savings Bank October 1990 - August 1992
Education
Arizona State University 1992 — 1994
MBA, Marketing and Finance
University of Connecticut 1986 — 1990
BA, Economics
Distinctions Marketing and Strategy Services, LLC May 2006 - Present
The Hartford June 2002 - January 2006
GE Group Life Assurance, Employer Services Group January 2001 - June 2002
GE Group Life Assurance, Employer Services Group and Phoenix Home Life June 1997 - January 2001
Sun Life of Canada September 1994 - June 1997
New England Savings Bank October 1990 - August 1992
Education
Arizona State University 1992 — 1994
MBA, Marketing and Finance
University of Connecticut 1986 — 1990
BA, Economics
Marc Silvestri Marc Silvestri's Sun Life of Canada Experience April 1996 - June 1998
Job Marketing | Communications | CRM / Email Marketing
Industry Marketing and Advertising
Experience
Mayer Brown LLP February 2009 - Present
Thacher Proffitt & Wood LLP (In Dissolution) March 2007 - January 2009
Patterson Belknap Webb & Tyler LLP October 2004 - October 2006
Brodeur Partners August 2000 - May 2001
Pegasystems Inc. July 1998 - July 2000
Sun Life of Canada April 1996 - June 1998
Skills
Email Marketing, Marketing Communications, CRM, Marketing, Public Relations, Event Management, Press Releases, Event Planning, Social Media, Newsletters, Business Development, Legal Marketing, Writing, Corporate Communications, Management, CRM software, Green Marketing, Microsoft Word, Training, Online Marketing, Marketing Strategy, Social Networking, Media Relations, HTML, Word, CMS, Nonprofits, Internal Communications, Digital Marketing, Integrated Marketing, Dreamweaver, Event Marketing, B2B, Copywriting, Editing, Market Research
Education
Emerson College 1994 — 1995
MA
The London School of Economics and Political Science (LSE) 1993 — 1994
Postgraduate Diploma
University of Massachusetts, Amherst 1986 — 1990
B.A.
Université Denis Diderot (Paris VII) 1988 — 1989
Junior Year Abroad
Mayer Brown LLP February 2009 - Present
Thacher Proffitt & Wood LLP (In Dissolution) March 2007 - January 2009
Patterson Belknap Webb & Tyler LLP October 2004 - October 2006
Brodeur Partners August 2000 - May 2001
Pegasystems Inc. July 1998 - July 2000
Sun Life of Canada April 1996 - June 1998
Skills
Email Marketing, Marketing Communications, CRM, Marketing, Public Relations, Event Management, Press Releases, Event Planning, Social Media, Newsletters, Business Development, Legal Marketing, Writing, Corporate Communications, Management, CRM software, Green Marketing, Microsoft Word, Training, Online Marketing, Marketing Strategy, Social Networking, Media Relations, HTML, Word, CMS, Nonprofits, Internal Communications, Digital Marketing, Integrated Marketing, Dreamweaver, Event Marketing, B2B, Copywriting, Editing, Market Research
Education
Emerson College 1994 — 1995
MA
The London School of Economics and Political Science (LSE) 1993 — 1994
Postgraduate Diploma
University of Massachusetts, Amherst 1986 — 1990
B.A.
Université Denis Diderot (Paris VII) 1988 — 1989
Junior Year Abroad
Eileen (McClellan) Belastock's Sun Life of Canada Experience January 1989 - August 1994
Job David Prouty High School Principal
Industry Education Management
Experience
Winthrop High School June 2013 - June 2015
King Philip Regional High School (Wrentham, MA) August 2011 - June 2013
Franklin Public Schools 2005 - August 2011
Franklin High School August 2005 - July 2011
Archbishop Williams High School September 2003 - June 2005
Archbishop Williams High School September 2001 - August 2003
Mansfield High School September 2000 - August 2001
Sun Life of Canada January 1989 - August 1994
Skills
Teaching Experience, Emerging Technologies, Technology Integration, Accounting, Mathematics, Data Analysis, Microsoft Office, Supervisory Skills, School Administration, Department Management, Curriculum Development, Budgeting, Scheduling, Curriculum Design, Educational Leadership, Staff Development, Teaching, Instructional Design, Teacher Training, Leadership, Budgets, Blended Learning, Instructional Technology, Classroom Management, Time Management, Process Scheduler, Management, Language Arts, Moodle, Classroom, Training, Team Building, Research, K-12, Higher Education
Education
Bridgewater State University 2007 — 2009
MeD, School Administration
Suffolk University 1984 — 1988
BS, Accounting
Winthrop High School June 2013 - June 2015
King Philip Regional High School (Wrentham, MA) August 2011 - June 2013
Franklin Public Schools 2005 - August 2011
Franklin High School August 2005 - July 2011
Archbishop Williams High School September 2003 - June 2005
Archbishop Williams High School September 2001 - August 2003
Mansfield High School September 2000 - August 2001
Sun Life of Canada January 1989 - August 1994
Skills
Teaching Experience, Emerging Technologies, Technology Integration, Accounting, Mathematics, Data Analysis, Microsoft Office, Supervisory Skills, School Administration, Department Management, Curriculum Development, Budgeting, Scheduling, Curriculum Design, Educational Leadership, Staff Development, Teaching, Instructional Design, Teacher Training, Leadership, Budgets, Blended Learning, Instructional Technology, Classroom Management, Time Management, Process Scheduler, Management, Language Arts, Moodle, Classroom, Training, Team Building, Research, K-12, Higher Education
Education
Bridgewater State University 2007 — 2009
MeD, School Administration
Suffolk University 1984 — 1988
BS, Accounting
Deb Luciano's Sun Life of Canada Experience June 1994 - January 1995
Job Financial Services at NYC
Industry Financial Services
Experience
NYC Fundraising DirectorNon profitJanuary 2013 - Present
Fidelity Investments January 1995 - September 2000
Sun Life of Canada June 1994 - January 1995
Property Resources January 1992 - January 1994
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Marketing
Suffolk University - Sawyer Business School 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
NYC Fundraising DirectorNon profitJanuary 2013 - Present
Fidelity Investments January 1995 - September 2000
Sun Life of Canada June 1994 - January 1995
Property Resources January 1992 - January 1994
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2000
Master of Business Administration (M.B.A.), Marketing
Suffolk University - Sawyer Business School 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Gary Mucciarone Gary Mucciarone's Sun Life of Canada Experience January 1992 - January 1999
Job JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Direct Federal Credit Union November 2012 - July 2015
Bank of America January 2006 - January 2009
Residential One Mortgage May 2001 - December 2005
HARMON LAW OFFICES January 1999 - May 2001
SUN LIFE OF CANADA January 1992 - January 1999
Skills
Training, New Business Development, Microsoft Office, Underwriting, Interviews, Residential Mortgages
Education
University of Massachusetts, Amherst 1986 — 1992
BA, Legal Studies
JPMorgan Chase & Co. August 2015 - Present
Direct Federal Credit Union November 2012 - July 2015
Bank of America January 2006 - January 2009
Residential One Mortgage May 2001 - December 2005
HARMON LAW OFFICES January 1999 - May 2001
SUN LIFE OF CANADA January 1992 - January 1999
Skills
Training, New Business Development, Microsoft Office, Underwriting, Interviews, Residential Mortgages
Education
University of Massachusetts, Amherst 1986 — 1992
BA, Legal Studies
David Grebber David Grebber's Sun Life of Canada Experience April 1990 - June 1994
Job Advanced Markets attorney with ERISA, insurance, tax, business development, and complex estate planning experience.
Industry Law Practice
Experience
New York Life Insurance Company January 2015 - Present
Farmers Life Insurance Company June 2009 - January 2015
MetLife May 2005 - May 2009
MFS Investment Management 1994 - 2004
Sun Life of Canada April 1990 - June 1994
Skills
Employee Benefits, Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Securities, Investments, Financial Services, Life Insurance, Financial Planners, IRAs, Finance
Education
Boston University School of Law 1991 — 1994
LLM, Tax Law
Western New England College School of Law 1986 — 1989
JD, Law
University of Rochester 1982 — 1986
BA, English
Needham High School 1979 — 1982
New York Life Insurance Company January 2015 - Present
Farmers Life Insurance Company June 2009 - January 2015
MetLife May 2005 - May 2009
MFS Investment Management 1994 - 2004
Sun Life of Canada April 1990 - June 1994
Skills
Employee Benefits, Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Securities, Investments, Financial Services, Life Insurance, Financial Planners, IRAs, Finance
Education
Boston University School of Law 1991 — 1994
LLM, Tax Law
Western New England College School of Law 1986 — 1989
JD, Law
University of Rochester 1982 — 1986
BA, English
Needham High School 1979 — 1982
Christine Zalzal Christine Zalzal's Sun Life of Canada Experience 1986 - 1989
Job Marketing and Product Management Executive, Expert Strategist in Retail and B2B Marketing
Industry Financial Services
Experience
Zalzal Consulting June 2014 - Present
B2B Bank, Divison of Laurentian Bank September 2010 - October 2013
FirstOntario Credit Union March 2008 - June 2010
RBC Royal Bank of Canada January 2005 - March 2008
RBC Royal Bank of Canada 2002 - 2005
RBC Royal Bank of Canada 1997 - 2000
Citibank 1994 - 1997
Montreal Trust 1989 - 1994
Sun Life of Canada 1986 - 1989
Skills
Retail Banking, Financial Services, Direct Marketing, Strategy, Marketing, Product Development, Credit Cards, Portfolio Management, Analytics, Product Management, Brand Architecture, Brand Management, Digital Marketing, Client relationship..., Integrated Marketing, Marketing Strategy, Sales Effectiveness, CRM, Product Marketing
Education
Concordia University
bachelor, commerce
Dawson College
college, social sciences
Zalzal Consulting June 2014 - Present
B2B Bank, Divison of Laurentian Bank September 2010 - October 2013
FirstOntario Credit Union March 2008 - June 2010
RBC Royal Bank of Canada January 2005 - March 2008
RBC Royal Bank of Canada 2002 - 2005
RBC Royal Bank of Canada 1997 - 2000
Citibank 1994 - 1997
Montreal Trust 1989 - 1994
Sun Life of Canada 1986 - 1989
Skills
Retail Banking, Financial Services, Direct Marketing, Strategy, Marketing, Product Development, Credit Cards, Portfolio Management, Analytics, Product Management, Brand Architecture, Brand Management, Digital Marketing, Client relationship..., Integrated Marketing, Marketing Strategy, Sales Effectiveness, CRM, Product Marketing
Education
Concordia University
bachelor, commerce
Dawson College
college, social sciences
Fern Beck Fern Beck's Sun Life of Canada Experience 1993 - 1997
Job HROE Consultant,Coach
Industry Human Resources
Experience
Beck Winthrop Consulting Group December 1997 - Present
Sun Life of Canada 1993 - 1997
Harvard Community Health Plan 1990 - 1993
The Equitable Group and Health Company 1984 - 1988
Skills
Leadership Development, Executive Coaching, Organizational..., Succession Planning, Career Management, Talent Management, Organizational..., Career Counseling, 360 Feedback, Coaching, Employee Relations, Performance Management, Employee Engagement, Organizational Design, Strategic Planning, Recruiting, Change Management, HR Consulting, Career Development, Emotional Intelligence, Executive Search, Public Speaking, Strategy, Personnel Management, Human Resources, Training, Start-ups, HRIS, Consulting, Leadership, Management
Education
University of Bridgeport
Master’s Degree, study of power, authority, formal, informal in large, small organixations, 4.95
University of Bridgeport
Master of Science (MS), Counseling Psychology, study of effective family, entity systems
Beck Winthrop Consulting Group December 1997 - Present
Sun Life of Canada 1993 - 1997
Harvard Community Health Plan 1990 - 1993
The Equitable Group and Health Company 1984 - 1988
Skills
Leadership Development, Executive Coaching, Organizational..., Succession Planning, Career Management, Talent Management, Organizational..., Career Counseling, 360 Feedback, Coaching, Employee Relations, Performance Management, Employee Engagement, Organizational Design, Strategic Planning, Recruiting, Change Management, HR Consulting, Career Development, Emotional Intelligence, Executive Search, Public Speaking, Strategy, Personnel Management, Human Resources, Training, Start-ups, HRIS, Consulting, Leadership, Management
Education
University of Bridgeport
Master’s Degree, study of power, authority, formal, informal in large, small organixations, 4.95
University of Bridgeport
Master of Science (MS), Counseling Psychology, study of effective family, entity systems
Heidi (Hamlin) Hendricks's Sun Life of Canada Experience January 1994 - January 1998
Job Business Office Manager at G & T Commercial Coatings
Industry Executive Office
Experience
G & T Coatings July 2013 - Present
Granger Construction May 2010 - January 2013
United States Combat Systems February 2008 - January 2010
CORT FURNITURE RENTAL February 2005 - November 2007
AUSTIN FINANCIAL GROUP February 2002 - October 2007
METLIFE INSURANCE COMPANY January 2001 - January 2002
UNUMProvident January 1998 - January 2001
SUN LIFE of CANADA January 1994 - January 1998
Skills
Microsoft Office, Customer Service, Negotiation, Citrix, XP, Travel Planning, Conflict Resolution, Government, Problem Solving, Customer Relations, Word, Budgeting, Scheduling, Excel, PowerPoint, Outlook, Access, Contract Management, Event Management, Planning, Documentation, Team Building, Research, Construction, Coordination, Visio, Data Entry, Administrative Support, Lotus Notes, MS Project, Teamwork, Office Management, Contract Negotiation, Administration, Microsoft Works, Charts, Project Planning, Inventory Management, Spreadsheets, Project Coordination, Event Planning, Invoicing, Employee Relations, Document Management, Vendor Relations, Contractors, Facilities Management, Billing, Writing, Database Administration
Education
Everest University-Brandon 2015 — 2016
BS in Paralegal, Family Law and Probate Law
Everest University 2011 — 2012
No, BS in Criminal Justice
Everest University-Brandon
Bachelor's degree, Paralegal
G & T Coatings July 2013 - Present
Granger Construction May 2010 - January 2013
United States Combat Systems February 2008 - January 2010
CORT FURNITURE RENTAL February 2005 - November 2007
AUSTIN FINANCIAL GROUP February 2002 - October 2007
METLIFE INSURANCE COMPANY January 2001 - January 2002
UNUMProvident January 1998 - January 2001
SUN LIFE of CANADA January 1994 - January 1998
Skills
Microsoft Office, Customer Service, Negotiation, Citrix, XP, Travel Planning, Conflict Resolution, Government, Problem Solving, Customer Relations, Word, Budgeting, Scheduling, Excel, PowerPoint, Outlook, Access, Contract Management, Event Management, Planning, Documentation, Team Building, Research, Construction, Coordination, Visio, Data Entry, Administrative Support, Lotus Notes, MS Project, Teamwork, Office Management, Contract Negotiation, Administration, Microsoft Works, Charts, Project Planning, Inventory Management, Spreadsheets, Project Coordination, Event Planning, Invoicing, Employee Relations, Document Management, Vendor Relations, Contractors, Facilities Management, Billing, Writing, Database Administration
Education
Everest University-Brandon 2015 — 2016
BS in Paralegal, Family Law and Probate Law
Everest University 2011 — 2012
No, BS in Criminal Justice
Everest University-Brandon
Bachelor's degree, Paralegal
Dean Toplis Dean Toplis's Sun Life of Canada Experience 1978 - 1988
Job Insurance Executive
Industry Financial Services
Experience
self-employed January 2012 - Present
AXA Assurances Inc. February 2009 - December 2011
Creative Planning Financial Group 2008 - 2009
EA Financial Services Inc. 2004 - 2008
RBC Life Insurance Company 1998 - 2003
Colonia Life Insurance Company 1990 - 1998
Royal Life Canada 1988 - 1990
Sun Life of Canada 1978 - 1988
Skills
Investments, Insurance, Coaching, Negotiation, Customer Relations, Strategic Planning, Business Strategy, Planning, New Business Development, Marketing Strategy, Change Management, Public Speaking, Marketing Communications, Performance Management, Mentoring, Financial Planning, Event Management, Organizational..., Start-ups, Sales Management, Team Leadership, Team Building, Product Development, CHS (Advocis), Canadian Securities..., Canadian Securities..., Term Life Insurance, Strategic Financial..., Brokers, Health Insurance, Customer Service, Leadership, Life Insurance, Marketing, Retirement Planning, Disability Insurance, Management, Underwriting, Risk Management, Critical Illness, Mutual Funds, Wealth Management, Employee Benefits, Retirement, Reinsurance, Fixed Annuities, Business Development, Long-term Care, Financial Services
Education
University of Toronto 1980 — 1984
MBA, Marketing
McGill University 1974 — 1978
BA (Hons.), History
self-employed January 2012 - Present
AXA Assurances Inc. February 2009 - December 2011
Creative Planning Financial Group 2008 - 2009
EA Financial Services Inc. 2004 - 2008
RBC Life Insurance Company 1998 - 2003
Colonia Life Insurance Company 1990 - 1998
Royal Life Canada 1988 - 1990
Sun Life of Canada 1978 - 1988
Skills
Investments, Insurance, Coaching, Negotiation, Customer Relations, Strategic Planning, Business Strategy, Planning, New Business Development, Marketing Strategy, Change Management, Public Speaking, Marketing Communications, Performance Management, Mentoring, Financial Planning, Event Management, Organizational..., Start-ups, Sales Management, Team Leadership, Team Building, Product Development, CHS (Advocis), Canadian Securities..., Canadian Securities..., Term Life Insurance, Strategic Financial..., Brokers, Health Insurance, Customer Service, Leadership, Life Insurance, Marketing, Retirement Planning, Disability Insurance, Management, Underwriting, Risk Management, Critical Illness, Mutual Funds, Wealth Management, Employee Benefits, Retirement, Reinsurance, Fixed Annuities, Business Development, Long-term Care, Financial Services
Education
University of Toronto 1980 — 1984
MBA, Marketing
McGill University 1974 — 1978
BA (Hons.), History
Chris Pople Chris Pople's Sun Life of Canada Experience 2003 - 2005
Job Savings & Retirement Specialist at Equitable Life of Canada
Industry Financial Services
Experience
Equitable Life of Canada November 2005 - Present
Sun Life of Canada 2003 - 2005
Northwest Mutual Funds 1999 - 2001
Open Access Limited 1997 - 1999
Skills
French, Spanish, Financial Planning, PowerPoint, Insurance, Savings, Pensions, Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, Customer Relations, Retirement, Excel, Investments, Word, Customer Service, English, Estate Planning, Tax, Strategic Financial..., Microsoft Word, Disability Insurance, Life Insurance, Microsoft Excel, Fixed Annuities, Management, Critical Illness, Financial Advisory, Financial Services, Universal Life, Investment Management, Wealth Management, Whole Life, Financial Planners, Investment Strategies, Segregated Funds, Wealth Accumulation, Wealth, Investment Advisory, Asset Allocation, Long-term Care, Retirement Savings, Wealth Management..., Long Term Care Insurance, Financial Risk, Defined Benefit, High Net Worth...
Education
Queen's University 1985 — 1989
BAH, Economics
Equitable Life of Canada November 2005 - Present
Sun Life of Canada 2003 - 2005
Northwest Mutual Funds 1999 - 2001
Open Access Limited 1997 - 1999
Skills
French, Spanish, Financial Planning, PowerPoint, Insurance, Savings, Pensions, Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, Customer Relations, Retirement, Excel, Investments, Word, Customer Service, English, Estate Planning, Tax, Strategic Financial..., Microsoft Word, Disability Insurance, Life Insurance, Microsoft Excel, Fixed Annuities, Management, Critical Illness, Financial Advisory, Financial Services, Universal Life, Investment Management, Wealth Management, Whole Life, Financial Planners, Investment Strategies, Segregated Funds, Wealth Accumulation, Wealth, Investment Advisory, Asset Allocation, Long-term Care, Retirement Savings, Wealth Management..., Long Term Care Insurance, Financial Risk, Defined Benefit, High Net Worth...
Education
Queen's University 1985 — 1989
BAH, Economics
Andrew Aird's Sun Life of Canada Experience 1983 - 1986
Job Consultant at Citi
Industry Banking
Experience
Bank of Tokyo July 2005 - May 2014
Bank of Tokyo-Mitsubishi UFJ, Ltd. July 2005 - May 2014
Bank of Tokyo-Mitsubishi (BTMNA ) 2005 - May 2014
Wilco Systems, New York February 1995 - June 2004
Wilco International February 1995 - 2004
ADP Wilco Inc. 1995 - 2004
NatWest Markets October 1989 - February 1995
Security Pacific Hoare Govett 1986 - 1989
Sun Life of Canada 1983 - 1986
Skills
Equities, PMO, Compliance, Financial Markets, Banking, Investment Banking, Project Management, AML, Fixed Income, Leadership, Management, Vendor Management, SDLC, Risk Management, Securities, Derivatives, Business Analysis, Analysis, Finance
Education
City University London 1989 — 1992
MBA, Management
The University of Edinburgh 1979 — 1983
MA, Economics
Belmont Academy 1973 — 1979
Bank of Tokyo July 2005 - May 2014
Bank of Tokyo-Mitsubishi UFJ, Ltd. July 2005 - May 2014
Bank of Tokyo-Mitsubishi (BTMNA ) 2005 - May 2014
Wilco Systems, New York February 1995 - June 2004
Wilco International February 1995 - 2004
ADP Wilco Inc. 1995 - 2004
NatWest Markets October 1989 - February 1995
Security Pacific Hoare Govett 1986 - 1989
Sun Life of Canada 1983 - 1986
Skills
Equities, PMO, Compliance, Financial Markets, Banking, Investment Banking, Project Management, AML, Fixed Income, Leadership, Management, Vendor Management, SDLC, Risk Management, Securities, Derivatives, Business Analysis, Analysis, Finance
Education
City University London 1989 — 1992
MBA, Management
The University of Edinburgh 1979 — 1983
MA, Economics
Belmont Academy 1973 — 1979
Adrian Zenwirt's Sun Life of Canada Experience June 1988 - October 1993
Job
Industry Financial Services
Experience
Scotiabank June 2014 - Present
Scotiabank January 2008 - June 2014
Scotiabank July 2007 - January 2008
Scotiabank October 2001 - July 2007
Scotiabank April 1999 - October 2001
Scotiabank October 1997 - April 1999
Scotiabank April 1995 - October 1997
Price Waterhouse November 1993 - March 1995
Sun Life of Canada June 1988 - October 1993
Legislative Assembly of Ontario 1985 - 1986
Skills
Insurance, Strategy, Product Development, Negotiation, Management Consulting
Education
McMaster University 1986 — 1988
MBA, Marketing, International Business
University of Toronto 1978 — 1982
BA, Economics, Political Science
Scotiabank June 2014 - Present
Scotiabank January 2008 - June 2014
Scotiabank July 2007 - January 2008
Scotiabank October 2001 - July 2007
Scotiabank April 1999 - October 2001
Scotiabank October 1997 - April 1999
Scotiabank April 1995 - October 1997
Price Waterhouse November 1993 - March 1995
Sun Life of Canada June 1988 - October 1993
Legislative Assembly of Ontario 1985 - 1986
Skills
Insurance, Strategy, Product Development, Negotiation, Management Consulting
Education
McMaster University 1986 — 1988
MBA, Marketing, International Business
University of Toronto 1978 — 1982
BA, Economics, Political Science
Christopher Ely, CFA's Sun Life of Canada Experience 1978 - 1984
Job Managing Partner at Nichols Asset Management, LLC
Industry Investment Management
Experience
Nichols Asset Management, LLC July 2005 - Present
New England Wild Flower Society 1995 - Present
Loomis Sayles & Co., LP June 1996 - May 2005
Evergreen Investments 1986 - 1996
Bank of America formerly Fleet Bank 1984 - 1986
Sun Life of Canada 1978 - 1984
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1984
MBA
Brown University 1974 — 1978
BA, Mathematical Economics
Nichols Asset Management, LLC July 2005 - Present
New England Wild Flower Society 1995 - Present
Loomis Sayles & Co., LP June 1996 - May 2005
Evergreen Investments 1986 - 1996
Bank of America formerly Fleet Bank 1984 - 1986
Sun Life of Canada 1978 - 1984
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1984
MBA
Brown University 1974 — 1978
BA, Mathematical Economics
Valerie Galbraith's Sun Life of Canada Experience 1998 - 2000
Job Production Artist/Graphic Designer
Industry Marketing and Advertising
Experience
TJX January 2004 - April 2011
Sun Life of Canada 1998 - 2000
Education
Saint Anselm College 1993 — 1997
BA, Social Work
Center for Digital Imaging Arts at Boston University
Graphic Design
TJX January 2004 - April 2011
Sun Life of Canada 1998 - 2000
Education
Saint Anselm College 1993 — 1997
BA, Social Work
Center for Digital Imaging Arts at Boston University
Graphic Design
Tracy Devitt's Sun Life of Canada Experience 1988 - 1997
Job Administrative Assistant at Kindred Healthcare
Industry Hospital & Health Care
Experience
Kindred Healthcare Customer ServiceSun Life of Canada1988 - 1997
sun life of canada 1988 - 1997
Education
Northern Essex Community College 2005 — 2007
General Studies - Nursing
Westfield State University 1986 — 1990
Kindred Healthcare Customer ServiceSun Life of Canada1988 - 1997
sun life of canada 1988 - 1997
Education
Northern Essex Community College 2005 — 2007
General Studies - Nursing
Westfield State University 1986 — 1990
Saul Appel's Sun Life of Canada Experience 1974 - 2000
Job Owner at Appel Financial Group
Industry Financial Services
Experience
Appel Financial Group Co MangerSun Life Finacial1974 - 2000
sun life of canada 1974 - 2000
Education
University of Massachusetts, Amherst 1969 — 1971
BA
Appel Financial Group Co MangerSun Life Finacial1974 - 2000
sun life of canada 1974 - 2000
Education
University of Massachusetts, Amherst 1969 — 1971
BA
Kerrianne Lappin's Sun Life of Canada Experience
Job Managing Director at Sun Life of Canada
Industry Financial Services
Experience
Sun Life of Canada
Skills
Investments
Education
Michigan State University 1983 — 1987
BS, Business-Hotel/Restaurant Management
Sun Life of Canada
Skills
Investments
Education
Michigan State University 1983 — 1987
BS, Business-Hotel/Restaurant Management
James J Ryan's Sun Life of Canada Experience November 1994 - May 2001
Job Executive Vice President, Relationship Management at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Catherine Burkholder's Sun Life of Canada Experience 1975 - 1999
Job Senior Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior Business AnalystSun Life of Canada1975 - 1999
Sun Life of Canada 1975 - 1999
Education
Becker College 2000 — 2003
Bachelors Degree, Management
Fidelity Investments Senior Business AnalystSun Life of Canada1975 - 1999
Sun Life of Canada 1975 - 1999
Education
Becker College 2000 — 2003
Bachelors Degree, Management
David Egel's Sun Life of Canada Experience January 1983 - January 1998
Job New England New Business Consultant at The Retirement Advantage, Inc.
Industry Financial Services
Experience
The Retirement Advantage, Inc. June 2011 - Present
ING October 2002 - June 2011
CitiStreet January 2000 - January 2002
STATE STREET RESEARCH & MANAGEMENT CO January 1998 - January 2000
U.S January 1990 - January 1998
SUN LIFE OF CANADA January 1983 - January 1998
WORRELL, PASSANATI & RADOCCIA, INC January 1982 - January 1983
New England Life January 1981 - January 1982
NEW ENGLAND LIFE January 1979 - January 1982
New England Life January 1979 - January 1981
Skills
Retirement, 401k, Retirement Planning, ERISA, Mutual Funds, Retirement Plan..., Pensions, Profit Sharing, Marketing Strategy, Defined Benefit, Employee Benefits, Investments
Education
Suffolk University Law School
J.D
Boston University
B.A
The Retirement Advantage, Inc. June 2011 - Present
ING October 2002 - June 2011
CitiStreet January 2000 - January 2002
STATE STREET RESEARCH & MANAGEMENT CO January 1998 - January 2000
U.S January 1990 - January 1998
SUN LIFE OF CANADA January 1983 - January 1998
WORRELL, PASSANATI & RADOCCIA, INC January 1982 - January 1983
New England Life January 1981 - January 1982
NEW ENGLAND LIFE January 1979 - January 1982
New England Life January 1979 - January 1981
Skills
Retirement, 401k, Retirement Planning, ERISA, Mutual Funds, Retirement Plan..., Pensions, Profit Sharing, Marketing Strategy, Defined Benefit, Employee Benefits, Investments
Education
Suffolk University Law School
J.D
Boston University
B.A
Cathy Crosby Bahrakis's Sun Life of Canada Experience January 1990 - January 1995
Job staffing supervisor at capecod healthcare
Industry Hospital & Health Care
Experience
capecod healthcare January 2005 - Present
Cape Cod Healthcare January 2005 - Present
Harvard Vanguard Medical Associates June 2002 - January 2005
Harvard Vanguard Medical Associates June 2002 - January 2005
MetroWest Medical Center August 1995 - June 2003
MetroWest Medical Center September 1995 - June 2002
Ophthalmic Consultants of January 2001 - January 2002
MetroWest Medical Center January 1995 - January 2001
Sun Life of Canada January 1990 - January 1995
Consolidated Group January 1983 - January 1990
Skills
meditech, epicare, electronic medical..., Meditech, Clinical Research, Payroll, Nursing, Interviews, Management, Invoicing, Physicians, Process Scheduler, Practice Management, Internal Medicine, EHR, HIPAA, Healthcare Management, Healthcare Information..., Healthcare, Hospitals, Medical Terminology, Cpr Certified, Home Care, Epic Systems, EMR
Education
Allied Health Boston University
AS
Dental Assistant Boston University School of
Boston University
AS. allied health, dentistry/medicine
capecod healthcare January 2005 - Present
Cape Cod Healthcare January 2005 - Present
Harvard Vanguard Medical Associates June 2002 - January 2005
Harvard Vanguard Medical Associates June 2002 - January 2005
MetroWest Medical Center August 1995 - June 2003
MetroWest Medical Center September 1995 - June 2002
Ophthalmic Consultants of January 2001 - January 2002
MetroWest Medical Center January 1995 - January 2001
Sun Life of Canada January 1990 - January 1995
Consolidated Group January 1983 - January 1990
Skills
meditech, epicare, electronic medical..., Meditech, Clinical Research, Payroll, Nursing, Interviews, Management, Invoicing, Physicians, Process Scheduler, Practice Management, Internal Medicine, EHR, HIPAA, Healthcare Management, Healthcare Information..., Healthcare, Hospitals, Medical Terminology, Cpr Certified, Home Care, Epic Systems, EMR
Education
Allied Health Boston University
AS
Dental Assistant Boston University School of
Boston University
AS. allied health, dentistry/medicine
Russell Gosse's Sun Life of Canada Experience August 1991 - January 2003
Job Sr Analyst and DevOps Specialist at BMO
Industry Graphic Design
Experience
Bank of Montreal October 2005 - Present
RGB Visual Communications January 2003 - July 2014
Sun Life of Canada August 1991 - January 2003
Michelin Tires September 1989 - August 1991
Skills
Web Design, Website Development, Dreamweaver, BMC BladeLogic for..., BMC Atrium Orchestrator, BMC Release Lifecycle..., BMC Middleware..., Rexx Programming, Programming, IBM Mainframe, Windows, Digital Photography, Corel Draw, Photoshop, Netview, CSS, HTML, Wordpress Website Design, Adobe Lightroom, VTAM-SNA, Systems Automation
Education
Seneca College of Applied Arts and Technology 1983 — 1986
Certificate, Computer Programming
Strouffville District Secondary School
Bank of Montreal October 2005 - Present
RGB Visual Communications January 2003 - July 2014
Sun Life of Canada August 1991 - January 2003
Michelin Tires September 1989 - August 1991
Skills
Web Design, Website Development, Dreamweaver, BMC BladeLogic for..., BMC Atrium Orchestrator, BMC Release Lifecycle..., BMC Middleware..., Rexx Programming, Programming, IBM Mainframe, Windows, Digital Photography, Corel Draw, Photoshop, Netview, CSS, HTML, Wordpress Website Design, Adobe Lightroom, VTAM-SNA, Systems Automation
Education
Seneca College of Applied Arts and Technology 1983 — 1986
Certificate, Computer Programming
Strouffville District Secondary School
Alina Canha's Sun Life of Canada Experience 1993 - 1998
Job Owner, CanHave Time
Industry Consumer Services
Experience
CanHave Time 2009 - Present
Sun Life of Canada 1993 - 1998
KPMG Peat Marwick 1992 - 1993
Skills
Time Management, Personal Shopping, Customer Satisfaction, Concierge Services, Personal Assistant, Event Planning, Personal Chef Services, Property Management, Home Staging, Move Management, Customer Service, Project Planning,..., Fundraising, Travel Arrangements, Arts & Entertainment..., Antiques and Art..., Vehicle Valuation and..., Elder Care Management, Hospice Care Management, Organized Multi-tasker, Creativity, Analytical Skills, Highly motivated..., Passion for Helping..., Oral & Written..., Negotiation, Social Networking, Team Building, Attention to Detail, Strong Organizational...
Education
University of Massachusetts Lowell
Bachelor's Degree, Accounting
Burlington High Schoool
CanHave Time 2009 - Present
Sun Life of Canada 1993 - 1998
KPMG Peat Marwick 1992 - 1993
Skills
Time Management, Personal Shopping, Customer Satisfaction, Concierge Services, Personal Assistant, Event Planning, Personal Chef Services, Property Management, Home Staging, Move Management, Customer Service, Project Planning,..., Fundraising, Travel Arrangements, Arts & Entertainment..., Antiques and Art..., Vehicle Valuation and..., Elder Care Management, Hospice Care Management, Organized Multi-tasker, Creativity, Analytical Skills, Highly motivated..., Passion for Helping..., Oral & Written..., Negotiation, Social Networking, Team Building, Attention to Detail, Strong Organizational...
Education
University of Massachusetts Lowell
Bachelor's Degree, Accounting
Burlington High Schoool
White Jim's Sun Life of Canada Experience January 1998 - October 2006
Job Regional Director at Hines Securities, Inc.
Industry Real Estate
Experience
Hines Securities, Inc. October 2006 - Present
Sun Life of Canada January 1998 - October 2006
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Long-term Care, Series 6, Investments, Retirement Planning, Estate Planning, Alternative Investments, Retirement
Education
Trinity Lutheran Seminary 1978 — 1980
Master of Theological Studies, Pastoral Counseling
University of Iowa 1977 — 1978
Ph.D. study, Counseling Psychology
Kent State University 1974 — 1977
B.A., Psychology
Hines Securities, Inc. October 2006 - Present
Sun Life of Canada January 1998 - October 2006
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Long-term Care, Series 6, Investments, Retirement Planning, Estate Planning, Alternative Investments, Retirement
Education
Trinity Lutheran Seminary 1978 — 1980
Master of Theological Studies, Pastoral Counseling
University of Iowa 1977 — 1978
Ph.D. study, Counseling Psychology
Kent State University 1974 — 1977
B.A., Psychology
Victoria Richard's Sun Life of Canada Experience June 1992 - June 1995
Job Human Resources
Industry Human Resources
Experience
Springboard Education in America August 2014 - Present
Medical Record Associates, LLC May 2010 - August 2014
Upromise Inc April 2006 - April 2009
Milton Public Schools June 2000 - April 2006
Beacon Partners Inc May 1998 - January 2000
Datamedic Corporation February 1997 - May 1998
UroMed June 1995 - February 1997
Sun Life of Canada June 1992 - June 1995
BayBank August 1990 - June 1992
Ram Contracting September 1985 - August 1990
Skills
Healthcare, System Administration, Analysis, Employee Relations, Strategic Planning, Medical Terminology, Payroll, Management, Insurance, Software Documentation
Education
University of Massachusetts Dartmouth 1980 — 1984
Business Administration and Management, General
Southeastern Massachusetts University
Springboard Education in America August 2014 - Present
Medical Record Associates, LLC May 2010 - August 2014
Upromise Inc April 2006 - April 2009
Milton Public Schools June 2000 - April 2006
Beacon Partners Inc May 1998 - January 2000
Datamedic Corporation February 1997 - May 1998
UroMed June 1995 - February 1997
Sun Life of Canada June 1992 - June 1995
BayBank August 1990 - June 1992
Ram Contracting September 1985 - August 1990
Skills
Healthcare, System Administration, Analysis, Employee Relations, Strategic Planning, Medical Terminology, Payroll, Management, Insurance, Software Documentation
Education
University of Massachusetts Dartmouth 1980 — 1984
Business Administration and Management, General
Southeastern Massachusetts University
Greg Smyth's Sun Life of Canada Experience September 1972 - March 1978
Job Owner, GSI Estate and Financial Planning
Industry Financial Services
Experience
GSI Estate and Financial Planning April 1984 - Present
Gregory A. Smyth Insurance Services Ltd. April 1984 - January 2014
Manulife Financial March 1978 - April 1984
Sun Life of Canada September 1972 - March 1978
Silver Springs Golf and Country Club March 1972 - September 1973
Calgary Golf and Country Club March 1971 - October 1971
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Retirement, Financial Planners, Disability Insurance, Wealth Management, Critical Illness, Long-term Care, Fixed Annuities, Life Insurance, Financial Advisory, Wealth
Education
The University of Calgary 1966 — 1971
Zoology/Animal Biology
Central High School, Calgary, AB 1962 — 1965
Senior Matriculation
GSI Estate and Financial Planning April 1984 - Present
Gregory A. Smyth Insurance Services Ltd. April 1984 - January 2014
Manulife Financial March 1978 - April 1984
Sun Life of Canada September 1972 - March 1978
Silver Springs Golf and Country Club March 1972 - September 1973
Calgary Golf and Country Club March 1971 - October 1971
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Retirement, Financial Planners, Disability Insurance, Wealth Management, Critical Illness, Long-term Care, Fixed Annuities, Life Insurance, Financial Advisory, Wealth
Education
The University of Calgary 1966 — 1971
Zoology/Animal Biology
Central High School, Calgary, AB 1962 — 1965
Senior Matriculation
David D'Agostino's Sun Life of Canada Experience September 1997 - June 1999
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street June 2007 - Present
Investors Bank & Trust June 1999 - June 2007
Sun Life of Canada September 1997 - June 1999
Massachusetts Casualty Insurance Company October 1990 - September 1997
Waters Corporation October 1987 - September 1990
Boston Five Cents Saving Bank June 1975 - October 1987
Skills
SQL, Business Continuity, SDLC, Project Management, Business Analysis, Financial Services, Disaster Recovery, Enterprise Architecture, Risk Management, PMP, IT Strategy, Visio, Project Portfolio..., System Administration, Databases, Program Management, Requirements Gathering, IT Management, ITIL, Data Center, Software Project..., SharePoint, Business Process, Requirements Analysis, Software Development, Process Improvement, Vendor Management, Analysis, PMO, Business Requirements, Data Warehousing, IT Service Management, Oracle, CRM, Business Intelligence, Information Technology, Systems Analysis, Integration, Microsoft SQL Server, Outsourcing, Unix, IT Operations, Security, User Acceptance Testing, Solution Architecture, Cloud Computing, Agile Methodologies
Education
Northeastern University 1973 — 1980
Computer Science
Newton North
State Street June 2007 - Present
Investors Bank & Trust June 1999 - June 2007
Sun Life of Canada September 1997 - June 1999
Massachusetts Casualty Insurance Company October 1990 - September 1997
Waters Corporation October 1987 - September 1990
Boston Five Cents Saving Bank June 1975 - October 1987
Skills
SQL, Business Continuity, SDLC, Project Management, Business Analysis, Financial Services, Disaster Recovery, Enterprise Architecture, Risk Management, PMP, IT Strategy, Visio, Project Portfolio..., System Administration, Databases, Program Management, Requirements Gathering, IT Management, ITIL, Data Center, Software Project..., SharePoint, Business Process, Requirements Analysis, Software Development, Process Improvement, Vendor Management, Analysis, PMO, Business Requirements, Data Warehousing, IT Service Management, Oracle, CRM, Business Intelligence, Information Technology, Systems Analysis, Integration, Microsoft SQL Server, Outsourcing, Unix, IT Operations, Security, User Acceptance Testing, Solution Architecture, Cloud Computing, Agile Methodologies
Education
Northeastern University 1973 — 1980
Computer Science
Newton North
Mary Disclafani's Sun Life of Canada Experience 1980 - 1994
Job
Industry
Experience
United Stationers 2000 - 2012
United Stationers 1997 - 2000
Temporary assignments while in school. 1995 - 1997
Sun Life of Canada 1980 - 1994
Skills
Internal Communications, Proofreading, Corporate Communications, Public Relations, Competitive Analysis, Press Releases, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, SharePoint, Editing
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Business Administration
United Stationers 2000 - 2012
United Stationers 1997 - 2000
Temporary assignments while in school. 1995 - 1997
Sun Life of Canada 1980 - 1994
Skills
Internal Communications, Proofreading, Corporate Communications, Public Relations, Competitive Analysis, Press Releases, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, SharePoint, Editing
Education
DePaul University
Bachelor of Business Administration (B.B.A.), Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.