Summit Global Partners
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Summit Global Partners Employees
USI Insurance Services, LLC 2000 - Present
Summit Global Partners 2002 - 2005
AvMed Health Plans 1997 - 2000
Great West Life 1986 - 1990
Skills
Employee Benefits, Management, Professional Liability, Property & Casualty..., Health Insurance, Commercial Insurance, Casualty, Disability Insurance, Strategic Planning, Workers Compensation, Business Development, Leadership, Liability, Financial Analysis, Sales Management, Account Management, Negotiation, Strategy, Life Insurance, Term Life Insurance, Benefits Administration, Sales, Underwriting, Healthcare, New Business Development, Program Management
Education
American Intstitutes 2001 — 2003
ARM, Risk Management
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1984
BA, English
Moorestown High School
SHRM Referral
ADP May 2001 - Present
Automatic Data Processing 2011 - 2013
Summit Global Partners 1999 - 2001
HRH 1996 - 1998
Marsh 1983 - 1996
Skills
Salesforce.com, Workers Compensation, Sales Process, Mentoring, Insurance, Strategic Partnerships, Selling, Customer Retention, Sales Management, Cold Calling, Selling Skills, Direct Sales, Account Management, Training, New Business Development, Employee Benefits, Leadership, Sales Operations, Sales, Recruiting, Lead Generation, Sales Presentations, Building Relationships, SaaS, Business Development, Solution Selling, PEO, Human Resources, Coaching, B2B, CRM, Talent Acquisition
Education
Middlebury College 1972 — 1976
BA, Political Science & History
NFP P&C Private Client Group; Lane McVicker, LLC September 2006 - Present
NFP Private Client Group 2006 - 2015
NFP Private Client Group 2006 - 2015
PLI Brokerage 2004 - 2006
Summit Global Partners November 1998 - November 2004
Marsh May 1990 - November 1998
Skills
Property & Casualty..., Insurance, Commercial Insurance, Marketing, Umbrella Insurance, Estate Planning, Underwriting, Customer Service, Workers Compensation, Brokers, Liability, Sales, Casualty, Professional Liability, Risk Management, Legal Liability, Casualty Insurance
Education
American University 1985 — 1989
BA, Communications
Sterling Insurance Group January 2015 - Present
City of Grosse Pointe November 2011 - Present
Independent Agent April 2002 - January 2015
Summit Global Partners April 2002 - May 2006
Skills
Marketing, Insurance, Budgets, Sales Management, Strategy, Program Management, Financial Analysis, Marketing Strategy, Team Building, Public Speaking, Investments, Management, Sales, Forecasting, Real Estate, New Business Development, Small Business, Microsoft Excel, Operations Management, Strategic Planning, Contract Negotiation, Healthcare, Process Improvement, Leadership, Event Planning, Finance, Negotiation, Direct Sales
Education
Northwood University 1984 — 1987
Bachelor of Business Administration (BBA), Marketing
Propel Insurance September 2011 - Present
Woodruff Sawyer January 2010 - September 2011
Summit Global Partners 2005 - 2009
Marsh & McClennan February 1992 - December 2005
Skills
Insurance, Brokers, Health Insurance, Underwriting, Property & Casualty..., Workers Compensation, Commercial Insurance, Disability Insurance, Professional Liability, Health Savings Accounts, Benefits Administration, Risk Management, Casualty, Claim, Legal Liability, Life Insurance, Employment Practices..., Liability, General Insurance
Education
Eastern Washington University 1977 — 1980
Bachelor of Science, Secondary Vocational Education
XO Communications March 2005 - Present
Service Electronics December 1999 - March 2005
Summit Global Partners August 1999 - December 1999
South Austin Hospital June 1996 - August 1999
Skills
Active Directory, Troubleshooting, Telecommunications, Routers, IT Management, Blackberry Enterprise..., Windows Server, Microsoft Exchange, Switches, Networking, Firewalls, Network Design, Cisco Technologies, Unix, Enterprise Software, Disaster Recovery, VoIP
Education
The University of Texas at Austin 1992 — 1996
Microbiology
3 Coast Insurance Agency August 2009 - Present
Allstate January 2008 - July 2009
ADP February 2001 - January 2008
Summit Global Partners July 2000 - February 2001
The Dale Group 1999 - 2000
Marsh & McLennan Companies, Inc. 1997 - 1999
Johnson & Higgins 1989 - 1996
Skills
Property & Casualty..., Insurance, Life Insurance, Licensing, Workers Compensation, Health Insurance, Underwriting, Casualty, Commercial Insurance, Employee Benefits, Fixed Annuities, Brokers
Education
Boonton High School
Fairleigh Dickinson University, Madison, NJ
B.A., English/Communications
Yvel May 2014 - Present
USI Insurance Services 2005 - 2013
USI Insurance Services 2005 - 2007
Summit Global Partners 2005 - 2005
Excelsior Benefits 2001 - 2005
Skills
Insurance, Health Insurance, Employee Benefits, Strategic Planning, Benefits Administration, General Insurance, Calander Management, Travel Coordination, Processsed Expensed..., Onsite Event..., Coordinated Health Fairs, Underwriting, CRM, Access, Budgets
Education
Dean College
Associate's degree, Liberal Arts
Newbury College
Associate's degree, Hotel and Resort Management
American Heart Association January 2013 - Present
Brinks Inc. 2008 - 2012
Atrium 2004 - 2008
USF Processors, Inc. 2000 - 2004
Summit Global Partners 1998 - 2000
Global Compression Services, Inc. 1996 - 1998
BNSF Railway 1993 - 1996
Bank One 1991 - 1993
Frito-Lay, Inc. 1989 - 1991
TXU 1983 - 1989
Skills
Vendor Management, Business Intelligence, Disaster Recovery, IT Strategy, Integration, Strategic Planning, IT Management, Management, Business Analysis, Program Management, Change Management, Team Leadership, Leadership, Strategy, Executive Management, Enterprise Software, Human Resources, Cloud Computing, ITIL, Outsourcing, IT Service Management, ERP, Security, Governance, SaaS, Educational Technology, Business Strategy, Information Technology
Education
Louisiana Tech University 1977 — 1982
BS, Information Technology
USI Insurance Services January 1994 - Present
Summit Global Partners February 1998 - May 2005
Skills
Property & Casualty..., Inland Marine, Crane & Rigging..., Heavy Equipment, Brokers, Insurance, Liability, Professional Liability, Risk Management, Reinsurance, Claim, Construction, Contract Management, Commercial Insurance, Casualty, Captives, Employment Practices..., Underwriting, Financial Risk, Workers Compensation, Strategy, Management, Umbrella Insurance, Legal Liability
Education
Florida International University 1993 — 1994
Broward Community College 1991 — 1993
AA, Business
Vantreo Insurance Brokerage December 2014 - Present
Andover Alumni Blue Key March 2011 - Present
One Risk Group, LLC April 2011 - December 2014
Lockton Companies March 2003 - February 2011
Summit Global Partners September 2002 - February 2003
Aon Risk Services September 1985 - August 2002
Skills
Lifesciences, Biotechnology, Medical Devices, Retail, Wholesale & Distribution, Manufacturing Operations, Agriculture, Property & Casualty..., Commercial Insurance, Risk Management, Commercial Real Estate, Professional Liability, Intellectual/Infringment..., High Hazard Property..., Attorneys, Transportation, Workers Compensation, Casualty, Brokers, Legal Liability, Insurance, Liability
Education
Lawrence University
BA, Geology and Anthropology
Phillips Andover Academy
Stewart Smith LTD
Insurance
Optima RG Group LLC January 2006 - Present
Venture Strategies LLC November 2009 - September 2010
USI Southwest 2005 - 2007
Summit Global Partners 2002 - 2005
The Lockton Companies 1997 - 2002
Texas Insurance Company 1994 - 1997
The Lockton Companies 1989 - 1993
Skills
Real Estate, Mergers, Finance, Risk Management, Asset Management, Mergers & Acquisitions, Restructuring, Procurement, Private Equity, Entrepreneurship, Management, Marketing, Business Planning, Financial Services, Corporate Finance, Project Management, Energy, Valuation, Real Estate Development, Investments, Financial Modeling, Due Diligence, Venture Capital, Project Finance, Private Placements, Executive Management
Education
University of Houston 1975 — 1978
Bachelor of Arts (B.A.), Political Science and Government
The Roth Agency January 2002 - Present
Summit Global Partners June 1999 - December 2001
Skills
Insurance, Small Business, Healthcare, Strategic Planning, Retirement Planning, Risk Management, Health Savings Accounts, Health Insurance, Disability Insurance, Term Life Insurance, Account Management, Sales, Claim, Long-term Care, Employee Benefits, Brokers, Medicare, Financial Services, Workers Compensation, 401k, Life Insurance, Fixed Annuities, Universal Life, Long Term Care Insurance, Underwriting, Group Insurance, Accident, Whole Life, Dentistry, COBRA, Retirement, Commercial Insurance, Critical Illness, Professional Liability, Umbrella Insurance, Property & Casualty..., Financial Planners, Legal Liability, Employment Practices..., Casualty, Homeowners, D&O, Liability, Commercial Lines, Estate Planning, General Insurance, Medicare Part D
Education
The George Washington University 1985 — 1992
MBA, International Business
The George Washington University - School of Business 1990 — 1991
MBA, International Business
The George Washington University - School of Business 1985 — 1989
BBA, Finance / Accounting
Main Street Insurance Group 2003 - 2005
Gallagher Benefit Services June 2002 - January 2003
Summit Global Partners January 2001 - June 2002
Skills
Group 1 license;..., Microsoft Office, Microsoft Word, PowerPoint, Proofreading, Writing, Telecommuting, Organization, Outstanding time..., Interpersonal Skill
Education
Baylor University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
HR Consultants August 2011 - Present
National Envelope January 2008 - May 2011
Home Interiors & Gifts January 2005 - January 2008
Summit Global Partners January 1998 - January 2005
Pier 1 Imports 1993 - 1997
DSC Communications 1988 - 1993
Skills
Performance Management, Compensation, Employee Engagement, Legal Compliance, Restructuring, Employee Relations, Succession Planning, Workforce Planning, Talent Management, Labor Relations, Talent Acquisition, Talent Development, Organizational Design, SPHR, Leadership Development, Union Avoidance, Benefits, Organizational..., Change Management, HR Strategy, Global HR, Affirmative Action, Mergers, Executive Coaching, Coaching, Conflict Resolution, Strategy, Human Resources, Deferred Compensation, Employee Benefits, Training, Leadership, Applicant Tracking..., Recruiting, Personnel Management, Interviews, Management, Organizational..., HRIS, Program Management, Strategic Planning, Benefits Administration, Compensation & Benefit, HR Policies, Culture Change, Onboarding, New Hire Orientations, Executive Management, Employee Training, Job Descriptions
Education
University of North Texas
MBA, Human Resource Management and Industrial Relations
University of North Texas
BA, Psychology
Citation Oil & Gas Corp. October 2005 - Present
Gallagher Benefit Services, Inc. June 2003 - November 2005
Summit Global Partners 2000 - 2003
Pilot Chemical Company 1994 - 1998
Unocal 1990 - 1992
Sparton Electroincs Florida 1982 - 1984
Skills
Analysis, Petroleum, Human Resources, Software Documentation, Microsoft Office, Gas, Upstream, Budgets, Microsoft Excel, Natural Gas, Oil/Gas, Databases, Invoicing, Energy Industry, Drilling, Onshore, Energy, Pipelines, Offshore Drilling, Geology, Oil & Gas Industry, Management, Oil & Gas
Education
Houston Baptist University 1977 — 1977
French
Houston Baptist University
French Language and Literature
Converium Reinsurance (NA) Inc. (f/k/a Zurich Re) 2000 - 2007
Summit Global Partners 1999 - 2000
Marsh 1995 - 1999
Education
Drew University 1991 — 1995
Lincoln Harris CSG October 2014 - Present
GP Plastics Corp August 2013 - Present
Jones Paint and Body & others November 2011 - Present
Riverstone Residential Group September 2013 - October 2014
City of Dallas December 2012 - August 2013
Orange Hippo LLC May 2011 - August 2011
Big Man Development, Inc December 2008 - December 2010
International Luxury Products, Inc March 2003 - July 2008
Summit Global Partners September 2002 - February 2003
Heath Holdings USA, Inc January 2000 - January 2002
Skills
Process Improvement, Analysis, Executive Management, Accounts Payable, General Ledger, Payroll, Variance Analysis, Leadership
Education
University of Mississippi - School of Business Administration 1973 — 1977
Bachelor of Business Administration (BBA), Business Administration
University of Mississippi
Bachelor, Business Administration
California Council of IAIP July 2014 - Present
Lockton Insurance Brokers, LLC March 2003 - Present
Lockton Companies March 2003 - Present
Miche Bag October 2011 - Present
Advocare November 2012 - Present
International Association of Insurance Professionals - Region VIII July 2012 - June 2013
CA Council of NAIW June 2011 - July 2012
San Francisco Chapter of NAIW July 2009 - June 2011
Summit Global Partners January 2001 - March 2003
Aon May 1992 - January 2001
Skills
Microsoft Office, Commercial Insurance, Surety Bonds, Non-Profit Insurance, Service Industries, Casualty, Insurance, Non-profits, Customer Service, Property & Casualty..., Claim, Underwriting, Sales, Marketing, Nonprofits, Leadership, Professional Liability, Legal Liability, Management, Risk Management, Brokers, General Insurance, New Business Development, Negotiation, Workers Compensation, Liability, Team Building, Claims Management, D&O, Umbrella Insurance, Commercial Lines, Employment Practices..., Inland Marine, Excess, Casualty Insurance
Education
Diablo Valley College 1985 — 1987
Secretarial
USI Insurance Services January 2010 - Present
USI Insurance Services January 2005 - January 2010
Summit Global Partners January 2003 - January 2005
Skills
Insurance, Property & Casualty..., Contract Management, Construction, Risk Management, Underwriting
Education
Florida International University 1980 — 1982
Finance, Business
Florida State University 1977 — 1981
Risk Management, Business
USI Insurance Services 2005 - Present
Summit Global Partners 1997 - 2005
Noel Greaves Incorporated 1984 - 1997
Deegan English Liles 1981 - 1984
Skills
Commercial Insurance, Insurance, Risk Management, Data Analysis, Business Process..., Microsoft Excel, Microsoft Word
Education
Texas Tech University 1975 — 1978
BS, Economics
Baylor University 1973 — 1975
Chemistry
The Plexus Groupe April 2009 - Present
Assurance Agency 2006 - 2009
Summit Global Partners July 2003 - June 2006
Gallagher Benefit Services 1979 - 2003
Skills
Employee Benefits, Insurance, Brokers, Health Insurance
Education
Illinois State University 1969 — 1974
BS, English / History
Americanized Benefit Consultants February 2010 - Present
Lockton Companies June 2006 - February 2009
Aon Risk Services June 2001 - June 2006
Summit Global Partners April 1999 - June 2001
Hotchkiss Insurance Agency, Inc April 1997 - April 1999
John L January 1994 - April 1997
F&D Companies March 1981 - January 1994
Skills
Health Insurance, Insurance, Management, Microsoft Office, Risk Management, Sales, Underwriting
Education
Houston Community College 1988 — 1990
Business Administration
Summit Risk Management April 2005 - Present
Mason McBride January 2006 - Present
Summit Global Partners April 2000 - March 2005
Skills
D&O, Property & Casualty..., Risk Financing, Workers Compensation, Commercial Insurance, Insurance, Employment Practices..., Casualty, Captives, Excess, Commercial Lines, Legal Liability, Liability, Umbrella Insurance, Inland Marine, Brokers, Underwriting, Reinsurance, Claims Management, General Insurance, Claim, Disability Insurance, Risk Management, Surety Bonds
Education
Oakland University
Frost Insurance February 2006 - Present
Davis Dyer Max April 2005 - February 2006
Summit Global Partners January 2002 - April 2005
Skills
Insurance, Commercial Insurance, Property & Casualty..., Account Management, General Insurance, Casualty, Commercial Lines
Education
Dallas County Community College
Midwestern State University