Senior Client Journey & Service Designer@Sun Life Financial
Verified
Past student of ancient history and civilizations, as well as health informatics. Prior work experience in home health care and community support. Recent work experience and system leadership partnering with digital health solutions, jurisdictions, and patient-family advisors to create a more seamless and meaningful digital health experience. Currently working in the world of human-centered design in the context of investments, benefits, and health insurance to more intimately identify unmet needs and opportunities for the re-design of client journeys and services.More...
VINCENT YUMUL, RFP, CIS, MAPc
Sr. Manager & Licensed Financial Advisor@Sun Life Philippines
Verified
Over the past two decades, I've journeyed from a rank-and-file position to a global director role in two different industries. This progression is a testament to my passion and dedication.
In my BPO career, I started as an agent handling tech support calls and swiftly rose to the position of global director, overseeing operations in five countries.
I was privileged to lead a 'Tiger Team' tasked with supporting accounts struggling to meet KPIs globally. Working alongside three talented colleagues from the UK, Mexico, and Colombia, we turned red scorecards to green and successfully grew these accounts, bringing more jobs to the supporting countries.
In the financial industry, I began as an agent offering life insurance and progressed to a Senior Manager role, leading over 100 licensed professionals and managing a personal portfolio of 1,200 clients from diverse nationalities, cultures, and socioeconomic backgrounds, including ultra-high-net-worth clients.
I ensure my active involvement in every project, empowering my team to contribute their ideas safely and openly.
My deep passion for psychology has led me to pass my comprehensive exams in my master's degree in psychology. I have a clear understanding of human behavior and people with disabilities, which enables me to quickly understand, address, and guide individuals to achieve their goals.
I am Hungry, Optimistic, and Trainable!More...
Frankie Mouzon Jr
Product Manager | Product Owner@Sun Life
Verified
An accomplished business technology consultant with over a decade of experience specializing in product management, UI/UX design, business systems analysis, and technical writing. My expertise encompasses Salesforce platform technologies, including Health Cloud, Sales Cloud, and Service Cloud, as well as RPA solutions including UIPath. With a passion for leadership, I thrive in guiding initiatives and teams, consistently driving value and innovation within organizations. My technical acumen and strategic vision enable me to bridge complex technical solutions with business needs effectively, contributing to the successful execution of high-impact projects.More...
Matthew Baluran
Verified
Matthew Baluran is a highly skilled professional with extensive experience in the field of business and technology. He has demonstrated proficiency in strategic planning, project management, and team leadership. His excellent communication and interpersonal skills have enabled him to build strong relationships with clients and team members. Baluran's dedication to continuous learning and improvement, combined with his ability to adapt to new technologies, make him a valuable asset to any organization.More...
Ariel Cruz
Freelancer@Freelancing for myself
Verified
I am into customer service field for more than a decade and decided to switch into entrepreneurship when pandemic came. I was able to build a small business providing online services to our clients. We are able to provide our clients need and still in business up until today. The reason why I'm looking for a job right now is because i was able to find people whom i trust and teach them things they need to learn about the business and now they are running the business and I'm having a lot of free time. I decided to find another source of income to secure our future and not to be dependent on our business only. I am planning to work with successful people and learn with them while providing services they needed to reach their goals.More...
Toni Ranada
Sr UI UX Designer@Sun Life Financial
Verified
Toni Ranada is a Senior UI/UX Designer at Sun Life Financial, a leading international financial services organization. She is responsible for developing and implementing user interface and user experience designs that enhance customer engagement and satisfaction. With her expertise in various design software and strong understanding of user-centered design principles, she plays a crucial role in creating intuitive, easy-to-use applications and platforms that effectively meet the needs of Sun Life's clients. Her role is integral to the company's digital transformation efforts, ensuring that all digital touchpoints provide a seamless and enjoyable experience for the users.More...
Executive and Transformational Coach, Financial Advisor, Wealth and Estate Planner, Certified Investment Solicitor@Sun Life
Verified
As Wynchell Lim, I have achieved significant accomplishments in my diverse roles. As an Executive and Transformational Coach, I have successfully guided numerous individuals and organizations towards achieving their full potential. As a Financial Advisor, I have helped clients make sound financial decisions, leading to increased financial security. In my role as a Wealth and Estate Planner, I have assisted clients in effectively managing their wealth and planning their estates to ensure a secure future for their families. As a Certified Investment Solicitor at Sun Life, I have successfully advised clients on their investment options, resulting in profitable investments.More...
Sheila Sokolski
Vice President, Product Strategy and Portfolio Management@Sun Life
Verified
Experienced Group Benefits Insurance Leader with track record of success in Product Management and Development, Marketing, Sales and Distribution, and Operations. Additional experience in IT including Agile Product Management, Business Analysis and Project Management provide a deep understanding of the key connection points, processes and drivers of the Group Insurance business.More...
Joe Lyman
Vice president@Sun Life
Verified
20+ year financial service professional in the areas of financial controls, operations, risk management and compliance.More...
Sara Machen
Operations Manager@Sun Life
Verified
I have been with Optim Financial, Sun Life for over 8 years and have been an Operations Manager for the past 6 years. I have been responsible for the overall operations of the company and have successfully increased efficiency and productivity. I have also been able to maintain a high level of customer satisfaction.More...
Ellen Melnichenko
Sr Data Scientist / Machine Learning Engineer@Sun Life
Verified
As a Senior Data Scientist/Machine Learning Engineer at Sun Life, I have achieved a great deal. I have developed and implemented machine learning models that have enabled Sun Life to better understand customer behavior, anticipate customer needs, and improve customer service. I have also created predictive models to forecast customer trends and identify areas of improvement. Additionally, I have built data pipelines to ingest, process, and store large amounts of data, and I have created data visualizationsMore...
Jon Helm
Senior Wealth Manager@Raymond James Ltd.
Verified
Jon Helm is a seasoned Senior Wealth Manager at Raymond James Ltd., where he has expertly guided high-net-worth clients for over two decades. With a keen eye for market trends and a deep understanding of diverse investment portfolios, Jon has consistently delivered exceptional financial growth and stability for his clientele. His strategic approach and personalized service have earned him a reputation for excellence and trust within the industry. Outside of his professional life, Jon is an avid supporter of financial literacy initiatives and political engagement, passionately volunteering his time to educate young adults on the importance of sound financial planning and civic involvement.More...
Hans Juris Artillero
Managing Partner@Artillero Law
Verified
Lawyer with extensive background in policy and sustainability advisory. With my legal expertise, understanding of regulatory frameworks, and strategic insight, I help in integrating ESG principles into governance to foster long-term value. Seeking to leverage my experience both in the private and public sector towards career opportunities in the converging fields of law, environment and sustainability, human rights, foreign relations, and public policy.More...
Mikayla Williams
Budget and Contract Analyst@Saint Luke's Hospital of Kansas City
Verified
Mikayla Williams is a seasoned Budget and Contract Analyst at Saint Luke's Hospital of Kansas City, where she expertly manages budgets and negotiates research contracts to advance the clinical research department. With over 5 years of experience in healthcare, Mikayla has a proven track record of implementing cost-saving strategies. She is renowned for her analytical acumen and her ability to foster collaborative relationships with both internal teams and external partners. Mikayla holds a Bachelor’s degree from the University of Kansas and is currently working on her MBA with a concentration in Project Management and she is passionate about leveraging her skills to drive sustainable growth and innovation in the healthcare sector.More...
Vibha Tripathi
Technical Product and Program Manager@HP Inc
Verified
Vibha Tripathi, serving as the Technical Product and Program Manager at HP Inc., has been instrumental in launching the revolutionary HP EcoPrint series, which reduced printing carbon footprints by 30% globally. Under her leadership, the company successfully integrated AI-driven analytics into their product line, enhancing user experience and increasing customer satisfaction ratings by 25%. Vibha spearheaded a cross-functional team that delivered the award-winning HP SmartSync software, recognized for innovation at the 2022 Global Tech Awards. Her strategic vision and execution excellence have consistently driven HP Inc. to the forefront of sustainable technology solutions.More...
Saamarth Rastogi
Data analyst/ Data Scientist@Sunlife Financial
Verified
Saamarth Rastogi is a seasoned Data Scientist currently serving at Sunlife Financial Company. With a proven track record in data mining, statistical analysis, and machine learning, he excels in utilizing data-driven insights to drive business improvement and optimize overall performance. Saamarth holds a degree in Computer Science, which laid the foundation for his expertise in various programming languages and data visualization tools. Prior to joining Sunlife, he worked with several reputable organizations where he honed his skills in predictive modeling and data processing. Saamarth is a problem-solver at heart, always eager to uncover the hidden stories within complex data sets. His strategic and analytical approach has consistently led to improved operational efficiency and profitability in his work.More...
Sabrina Strzelecki
Human Resources Corrdinator@VS Events Staffing
Verified
A bilingual human resources specialist with over 15 years of work experience within the finance, insurance, AI, engineering and rail industries, mostly focusing on recruitment (customer service and campus), student internships coordination, and internal employee consulting services. Ability to collaborate with others, bring strong communication, and interpersonal skill, and being able various experiences into the role.More...
Nicole Papp
Product designer, UX/UI designer
Verified
I am creative, driven and forward thinking professional with an entrepreneurial spirit and a knack for human psychology.
Specifically, I am proficient in user experience research and have a deep rooted passion for design. I am a strong visualizer and this skill lends its self well to big picture systems thinking from a macro level perspective.
I also love making connections among people and technology. A recipe for who I truly am involves a combination of my bold love for all things related to creativity, design and user experience, with my tenacious passion for people and technology. The married flavours of creativity, design, user experience, people and technology allow me to provide problem solving abilities that help me develop solutions to people's everyday problems.More...
Shambhavi Rai
Project Coordinator
Verified
As Shambhavi Rai, the Project Coordinator, I have successfully overseen and completed numerous projects from inception to completion, ensuring they were delivered on time and within budget. I have excelled in coordinating tasks, managing resources, and facilitating communication between team members, stakeholders, and clients. I have also implemented project management tools and methodologies, which significantly increased the efficiency and productivity of the team. My leadership and problem-solving skills have been instrumental in resolving project issues and mitigating risks. I have received recognition for my exceptional organizational skills and ability to manage multiple projects simultaneously.More...
Gabriel Sousa
Software test engineer@None
Verified
Certified CTFL tester with over a decade of experience in the software industry, specializing in manual and automated testing for mobile (Android/iOS) and Web. Proficient in a wide range of testing tools and methodologies. Adept at developing and executing detailed test plans, creating robust test automation frameworks, as appium and selenium, and ensuring comprehensive test coverage. Experienced in managing bug tracking and reporting, API testing, and working collaboratively with clients and cross-functional teams to deliver high-quality software products. Skilled in migrating and maintaining documentation in Jira and Confluence and providing on-site support for complex projects. Committed to continuous improvement and staying current with industry trends.More...
Joemer Castillo
Founder@Continue Software Development Services
Verified
He is a founder of a software development business that develops desktop, mobile, web applications and games and provides ERP solutions for various clients or businesses. He has been a former College IT Instructor and IT Staff and currently an International IT Teacher/Tutor. He has taught IT, Computer Science, Computer Engineering, and Information Systems subjects for 8 years, including physical and distance learning. He was also invited as a speaker for programming webinars and seminars. All throughout, he has taught students from Europe, North America, Australia, and Asia. He is a passionate educator with experience in teaching students from diverse
backgrounds.More...
Lisette Aguila
Manager of Sales@Manulife Phils.
Verified
As an Insurance manager, my role involves overseeing the operations, policies, and procedures related to insurance within my organization. Duties include:
Team Management and Training:
-Lead and manage a team of insurance professionals (Managers and Insurance Agents)
Provide training and development opportunities for team members.
Set performance targets and monitor team progress.More...
Nick Standish
Principal, Managing Director@Intellectual Capital
Verified
I’m a Canadian investor, executive and entrepreneur with 15 years of venture capital, corporate finance and global business experience in North America, South America, Europe and Asia. I have been a founder, advisor, director, executive and active investor in a wide variety of industries including financial services, digital assets, fintech, oil & gas, natural resources & alternative medicine. Over the course of my career, I have demonstrated exceptional skills in corporate development, venture capital, corMore...
Mark Joseph Cadsawan
Senior IT Applications Analyst@TASKUS INC
Verified
Expert in WORKDAY Applications - HCM, Adobe Photoshop and Illustrator, FB Ads ManagementMore...
May Ann Lois Mangulabnan
Virtual Accountant@MAL CONSULTANCY
Verified
May Ann Lois Mangulabnan is a highly skilled and experienced Virtual Accountant currently working at MAL Consultancy Company. With a strong background in finance and accounting, she has honed her skills in financial data analysis, bookkeeping, tax preparation, and financial reporting. She holds a degree in Accounting and has amassed significant experience in the industry, allowing her to provide top-notch virtual accounting services to her clients. May Ann's expertise lies in her ability to streamline accouMore...