Active Captive Management LLC
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Active Captive Management LLC Employees
Active Captive Management LLC September 1997 - Present
Skills
Captives, Financial Reporting, Strategic Planning, Insurance, GAAP, Variance Analysis, Accounting, New Business Development, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Mergers & Acquisitions, Financial Accounting, Financial Planning, Forecasting, Risk Management, US GAAP, Leadership
Education
California State University-Long Beach 1982 — 1986
Bachelors, Economics
Fountain Valley High School
Active Captive Management LLC January 2008 - Present
Biomedicare, Inc. May 2007 - December 2007
Dae Shin USA, Inc. June 2005 - June 2006
Skills
Financial Accounting, GAAP, Financial Reporting, Statutory Accounting, Accounting, General Ledger, Journal Entries, Accruals, Year End Accounts, Bookkeeping, General Ledger..., Year End Close, Monthly Close, Quickbooks, Reconciliations, Account Reconciliation, Small Business..., Tax Preparation, Accounts Payable, Cash Receipts, Accounts Receivable, Tax Returns, Insurance, Financial Statements
Education
California State University-Fullerton 2005 — 2007
Bachelor's degree, Accounting and Business/Management
Advantage Sales & Marketing August 2015 - Present
Active Captive Management LLC September 2013 - August 2015
Wells Fargo January 2013 - September 2013
Bridgepoint Education November 2010 - December 2012
Viator.com L.L.C May 2010 - October 2010
Stars and Stripes Air tours March 2010 - June 2010
Premier Digital X-Ray Solutions January 2010 - March 2010
Skills
Higher Education, Leadership Development, Public Speaking, Staff Development, Adult Education, Microsoft Office, Student Financial Aid, E-Learning, Leadership, PowerPoint, Distance Learning, Microsoft Excel, Customer Service, Coaching, Team Building, Sales, Management, Training
Education
Ashford University 2011 — 2012
Master of Business Administration (MBA), Finance, General, 3.73
University of California, Santa Cruz 2006 — 2008
Bachelor of Arts, Economics
Crafton Hills College 2004 — 2006
General Studies
Sterling Strategic Management 2013 - 2015
Institute for Integrative Nutrition May 2012 - April 2013
Active Captive Management LLC April 2011 - November 2011
Genesis Pure February 2011 - October 2011
Premier Research Labs / Quantum Nutrition Labs / Nutraceutical Leasing, LLC June 2008 - October 2010
Premier Research Labs / Quantum Nutrition Labs / Nutraceutical Leasing, LLC November 2007 - October 2010
21st Century Health Services January 2007 - October 2007
GKN Driveline March 2006 - December 2006
Johnson Controls, Inc January 1999 - February 2006
Johnson Controls January 1993 - February 2006
Skills
Certified Quality..., Project Management, Research, Problem Solving, Strategic Planning, Customer Relations, Excel, Team Building, Marketing Strategy, Microsoft Excel, Sales, Program Management, Quality Assurance, Customer Service, Cross-functional Team..., Management, Six Sigma, Social Media, CQA, Social Media Marketing, Continuous Improvement, Training, Manufacturing, Business Development, Marketing, Engineering, Leadership, Social Networking, Strategy, PowerPoint, Healthcare, Coaching, Analysis, Public Speaking, Time Management, Procurement, Process Improvement, Sales Management, Account Management, Budgets, Business Planning, Microsoft Office, New Business Development, Nutrition, Team Leadership
Education
Institute for Integrative Nutrition 2012 — 2013
Certified, Holistic Health Practitioner
Interior Designers Institute 2012 — 2012
Certification, Interior Design, A
Eastern Michigan University Color Technology & Design
Color Technology & Design
Macomb Community College
Macomb Community College, Vehicle Design
Active Captive Management LLC December 2013 - Present
Active Captive Management February 2006 - December 2013
NHYC 2002 - 2004
Water Polo 1984 - 1999
Skills
Life Insurance, Captives, Insurance, Property & Casualty..., Investments, Risk Management, Securities, New Business Development, Risk Financing, Underwriting, Financial Services, Series 63, Pensions, Mergers & Acquisitions, Marketing, Program Management
Education
University of Southern California - Marshall School of Business 1994 — 1995
MBA, Investment Finance
University of Southern California 1981 — 1984
BS, MBA, Investment Finance, Minor Exercise Physiology
University of Southern California - Marshall School of Business 1980 — 1984
Bachelor of Science, Investment Finance
TomCifelliLaw.com 1983 - Present
CaptiveExperts.com April 2010 - Present
MicroCapIPO.com February 2012 - Present
OnlineWellnessCommunity.com October 2009 - Present
Active Captive Management LLC July 2013 - March 2014
Artex Risk Solutions, Inc. September 2011 - July 2013
Advantage Insurance Holdings (formerly part of Lionheart Insurance and Crusader International (Cayma February 2011 - September 2011
Emerging Public Companies June 1994 - June 2011
EBIZ Enterprises October 1997 - January 1999
Fox & Company Investments January 1994 - October 1997
Skills
Internet Strategy, Tax Law, Business Planning, Business Development, Tax, Accounting, Due Diligence, Corporate Finance, Corporate Law, Venture Capital, Entrepreneur, Start-ups, Entrepreneurship, Joint Ventures, Private Equity, Strategic Partnerships, Investments, Funding, Restructuring, Business Strategy, Mergers & Acquisitions, Captive Insurance, Private Offerings, Public Offerings, Finance, Captives, Management, Valuation, Insurance, tax planning, Investment Banking, Risk Management..., Strategic Financial..., Executive Management, Securities, Leadership, Small Business, Corporate Development, Strategic Planning, Investor Relations, Risk Management, Financial Planners, Strategy, Financial Planning
Education
University of Southern California Law School 1979 — 1982
JD, Law
Arizona State University 1975 — 1979
Bachelor of Science, General Business Administration
Active Captive Management LLC June 2012 - Present
Professional Women United February 2012 - Present
DLP Consulting November 2011 - June 2012
Applied Medical May 2008 - November 2011
Johnson & Johnson January 2006 - May 2008
Archos April 2004 - December 2005
Toshiba June 2002 - January 2004
Impco Technologies April 1998 - June 2002
Beckman Coulter March 1996 - April 1998
Boeing January 1990 - March 1996
Skills
Financial Modeling, Financial Accounting, Business Analysis, Financial Analysis, Cash Flow Forecasting, Financial Reporting, Financial Management, Srategic Planning, Forecasting, Budgeting, GAAP, Month End Close, Business Partnering, Cash Management, Revenue Recognition, Expense Management, Profit Maximization, Gross Profit Analysis, Price, Volume, Mix..., Financial Statement..., Balance Sheet Review, Key Performance..., Income Statement, Six Sigma, CPA, Financial Audits, Corporate Accounting, Accounting Policies and..., SAP, Advanced Excel Modeling, Advanced PowerPoint, Sarbanes-Oxley, Business Planning, Financial Planning &..., Mergers, Corporate Finance, Budgets, Managerial Finance, Microsoft Excel, Cost Accounting, Strategic Planning, Finance, Sarbanes-Oxley Act, Competitive Analysis, Management, Analysis, Mergers & Acquisitions, Accounting, Microsoft Word, Auditing
Education
Brandman University, Part of the Chapman University System 2012 — 2012
Certificate, Business
Pepperdine University
MBA, Business Management
California State University-Fullerton
BA, Business-Finance
California State University-Long Beach
BA, Business-Finance
Active Captive Management LLC June 2013 - Present
CHSI May 2011 - June 2013
United Alternative Risk Insurance Solutions January 2007 - May 2011
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Insurance, Reinsurance, Professional Liability, Underwriting, Legal Liability, Claim, Claims Management, Captives, General Insurance, Liability, Casualty
Education
Santa Clara University
Bachelor of Science
Seattle University
Active Captive Management LLC November 2013 - Present
Great American Insurance July 2006 - August 2011
The Aerospace Corporation 2003 - 2006
EMC Insurance Companies 2002 - 2003
Atlantic Mutual January 1991 - December 2000
Zurich American Insurance 1987 - December 1990
Skills
Liability, Umbrella, Excess, Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Workers Compensation, General Liability, Commercial Lines, Casualty, Risk Management, General Insurance, Umbrella Insurance, Legal Liability, Employment Practices..., Brokers, Inland Marine, Employee Benefits, Claims Management, D&O, Professional Liability, Liability Analysis, Reinsurance, CPCU, Surety Bonds, Health Insurance, Litigation Management, Directors & Officers..., Disability Insurance, Financial Risk, Claim, Claim Investigation, Captives, Construction Insurance, Subrogation, Insurance Brokerage, Excess & Surplus Lines, Homeowners, Casualty Insurance
Education
The University of Connecticut
BS
IEA
ARM
IEA
AU
National Alliance 2005 — 2010
CRM
National Alliance 2011 — 2015
CIC
Active Captive Management LLC July 2014 - January 2015
Del Taco LLC June 2003 - March 2013
Skills
Claims Handling, Property Claims, Commercial Claims, Casualty Claims, Stained Glass
Education
University of California, Davis 1979 — 1984
Bachelor of Arts (BA), English Language and Literature/Letters, B+
Active Captive Management LLC Administrative AssistantActive Captive Management LLCSeptember 2009 - Present
Skills
Administrative..., Insurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Accounting
Education
Long Beach City College
In the process of getting my Degree
Long Beach City College
In the process of getting my Degree