Teams at Sun Life Financial, Inc.

Provides enterprise oversight of claims risk management across global business units. Leads risk validation testing, monitors claims controls, analyzes claims data and risk indicators, identifies emerging risks, and recommends improvements. Partners with Claims, Underwriting, Medical, Risk, Compliance, Legal, Actuarial, and senior leaders to challenge decisions and strengthen governance. Researches industry and regulatory developments while supporting complex claims, strategic initiatives, and evolving claims technologies.

Prepare and deliver holistic financial plans for mass affluent and high-net-worth clients addressing risk, retirement, tax, and estate strategies. Organize and deliver regional training for advisors, collaborate with case managers and distributors, cultivate field relationships, stay current on planning and wealth topics, and drive business growth by supporting advisors with planning expertise and presentations.