Sun Life Financial

•	Skillfully determines whether to accept, modify, or decline life, health, group and mortgage insurance applications based on comprehensive risk assessments. Guiding a team of professionals in evaluating applications, analyzing crucial factors like applicant financials, property conditions and medical history. 
•	Provides smooth communication regarding company underwriting guidelines, ensuring alignment across stakeholders and effective decision-making processes.
•      Proficiently oversee accounts of high net worth (HNW) clients through our partnership with Sun Life Grepa
•	Supporting the growth of junior and senior underwriters through training programs, audits and performance assessments. Conducts benchmarking initiatives to compare and refine industry’s best practices, improving team competence.
•	Providing executive summaries of audit results for corporate assessment in Canada. Producing detailed reports that contribute to well-informed final underwriting decisions.
•	Demonstrating thorough attention to detail in executing CDD and EDD processes, ensuring compliance with AML regulatory requirements and safeguarding the company's interests.
•	Committed to maintain the highest standards of underwriting, risk management and fostering cross-functional collaboration for optimal results.

Underwriting Manager 2

Underwriting Manager 1

Underwriting Supervisor

ISS | Institutional Shareholder Services

Perform basic profiling, investment research and proxy analyses for shareholders’ meetings of all domestic publicly traded companies covered by ISS’ U.S. Research, including ISS’ GRS non-recommendational analyses

Research Analyst

Turning risk into reassurance * Underwriter at Sunlife of Canada FALU, FLMI, ANZIIF (Snr Assoc) CIP

A highly skilled and progress-focused underwriter with long-standing background and comprehensive knowledge in risk assessment, financial analysis, underwriting audit and client communication.  I have effectively led teams in navigating complex underwriting scenarios. 

My career journey is marked by proficient evaluation of health, life and mortgage redemption insurance applications coupled with the ability to make well-informed decisions for risk acceptance or rejection.

Enthusiastic learner with basic knowledge and keen interest in non-life underwriting, demonstrated by self-directed study of industry literature and books.

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