Applied General Agency, Inc.
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Applied General Agency, Inc. Employees
Applied General Agency, Inc. July 2002 - Present
Kodak Gallery February 2000 - February 2002
AudioQuest June 1994 - January 2000
Skills
Insurance, Strategic Planning, Risk Management, Change Management, Business Strategy, Team Building, Process Improvement, Operations Management, Project Management, New Business Development, Health Insurance, Mergers, Business Development, Budgets, Negotiation, Marketing, Sales Management, Customer Service, Fixed Annuities, Medicare, Healthcare, Network Development, Provider Relations, Medicaid, Health Policy, HMO, Long-term Care, Employee Benefits, Brokers, Marketing Communications, IT Operations, Term Life Insurance, Life Insurance, Healthcare Consulting, Disability Insurance
Education
Southern California Institute of Architecture 2003 — 2007
Applied General Agency, Inc. August 2010 - Present
Skills
Microsoft Office, Insurance, Sales, Customer Service, Microsoft Excel, Management, Team Building, Marketing, Strategic Planning, Microsoft Word, Research, Sales Management, New Business Development, Public Speaking, Marketing Strategy, Account Management, Health Insurance, Medicare, Life Insurance
Education
University of California, Irvine
Applied General Agency, Inc. October 2010 - Present
Wells Fargo Advisors July 2009 - November 2010
Skills
Health Insurance, Risk Management, Disability Insurance, Insurance, Term Life Insurance, Underwriting, Commercial Insurance, Team Building, Long-term Care, Customer Service, Life Insurance, Fixed Annuities, Process Improvement, Account Management, Strategic Planning, Financial Analysis, Microsoft Excel, Medicare, Retirement, Training, Sales, Marketing
Education
California State University-Long Beach 2008 — 2010
Bachelor of Science (B.S.), Finance
Applied General Agency, Inc. October 2014 - Present
Warner Bros. Studios June 2013 - October 2014
Azusa Pacific University September 2011 - December 2012
Azusa Pacific University September 2011 - May 2012
Phoenix theater May 2011 - August 2011
El Camino College August 2010 - December 2010
Skills
Higher Education, Teaching, Research, Public Speaking, Tutoring, PowerPoint, Microsoft Office, Statistics, SPSS, Microsoft Excel, Community Outreach, Editing, Data Analysis, Microsoft Word, Event Planning, Curriculum Design, Non-profits, Lecturing, Critical Thinking, Curriculum Development, Nonprofits, Program Development
Education
Azusa Pacific University 2011 — 2012
Bachelor of Arts (B.A.), History, Handbells
El Camino College 2007 — 2010
Applied General Agency, Inc. March 2015 - Present
Health and Life Advisors August 2011 - March 2015
Wells Fargo July 2009 - October 2011
Skills
Medicare, Medicare Supplements, Term Life Insurance, Health Insurance, Life Insurance, Retirement Planning, Underwriting, Fixed Annuities, Long-term Care, Insurance
Education
California State University-Fullerton 2005 — 2007
BA, Political Science
Applied General Agency, Inc. December 2014 - Present
Primerica/ Evolutionary Loans November 2010 - Present
NAMI 2014 - 2015
NAMI 2014 - 2015
NAMI 2014 - 2015
Altig - American Income Life Insurance Company May 2002 - August 2003
Skills
Team Building, Strategic Planning, Leadership, Customer Service, Public Speaking, Entrepreneurship, Financial Analysis, Leadership Development, Business Strategy, Training, Risk Management, Business Development, Team Leadership, Cross-functional Team..., Budgets, Organizational...
Education
University of Phoenix 2009 — 2011
MBA, Masters of Business Administration
University of California, Santa Cruz 1995 — 2001
BA, Economics and Environmental Studies
Markham elementary school
Capital Financial Services, Inc September 2012 - Present
Riggs Insurance and Financial Services June 2011 - Present
Applied General Agency, Inc. 2011 - 2013
Hornor Townsend & Kent 1984 - 2001
Medical Equipment and Supply Sales 1969 - 1984
High School and Junior College 1967 - 1969
Skills
Financial Advisory, Estate Planning, Retirement Income..., Financial Planning, Wealth Management, Long Term Care Planning, Life Insurance planning
Education
Western Washington University 1965 — 1967
BA, Education
Linfield College 1963 — 1965
Physical Education
Freeman Insurance Agency June 2010 - Present
Applied General Agency, Inc. 2010 - 2013
Irvine Unified School District September 1993 - June 2010
AT&T February 1971 - December 1991
Skills
Public Speaking, Curriculum Design, Teaching, Coaching, Small Business, Term Life Insurance, Insurance, Medicare, Management, Customer Service, Health Insurance, Disability Insurance, Life Insurance, Long-term Care, Fixed Annuities, Retirement, Retirement Planning, Long Term Care Insurance, Employee Benefits, Financial Planners, Sales, Estate Planning, Licensed Life & Health..., Critical Illness, Financial Advisory, Strategic Financial..., IRAs, Healthcare, Medicare Part D, Universal Life, Whole Life, General Insurance, Brokers, Insurance Brokerage, Indexed Annuities
Education
Concordia University-Irvine 1992 — 1996
M.Ed., Education
California State University-Long Beach 1983 — 1987
MBA, Finance
California State University-Northridge 1965 — 1969
B.A., English, French
Applied General Agency, Inc. December 2014 - Present
Mouseketraveler.com September 2013 - Present
Tautphaus Park Zoo 2007 - 2008
Apple Athletic Club 2007 - 2008
Blue Shield of California 2000 - 2003
Little Shepherds Learning Center 1999 - 2000
The Walt Disney Company 1998 - 1999
The Disney Store 1996 - 1997
Skills
Disney Vacations, Travel Planning, Business Travel, Leisure Travel, Cruises, Adventure Travel, Family Vacations, Disney, Travel Management, Car Rental, Tourism, Vacation, Leadership, Public Speaking, Customer Service, Sales, Health Insurance
Education
Los Angeles Pierce College 2000 — 2000
Fullerton College 1999 — 1999
Chapman University 1997 — 1998
Applied General Agency, Inc. 2015 - Present
Infiniti Foto December 2013 - August 2015
VPI Pet Insurance January 2010 - July 2012
VPI Pet Insurance January 2008 - January 2010
VPI Pet Insurance May 2006 - January 2008
Skills
Typing, Microsoft Word, Microsoft Excel, PowerPoint, Prioritize Workload, Travel Planning, Events Coordination, Office Management, Communication, Note Taking, Gmail, Outlook, Customer Service, Customer Relations, Organization Skills, Vendor Relationship..., Record Keeping, Appointment Scheduling, Executive Calendar..., Ordering Office Supplies, Client Relations, Employee Morale, Incentive Programs, Event Planning, Microsoft Office
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Business
Chapman University 2002 — 2005
Applied General Agency, Inc. June 2015 - Present
McGraw Realty March 2011 - Present
Education
California State University-Dominguez Hills
Bachelor's Degree, Sociology
Applied General Agency, Inc. January 2010 - Present
UnitedHealth Group May 2007 - September 2009
Universal Care January 2003 - May 2007
Skills
Employee Benefits, Health Insurance, Health Policy, Healthcare, Healthcare Industry, Insurance, Long-term Care, Managed Care, Medicaid, Medicare, Medicare Part D, Sales, Training, PPO, Claim, Customer Service, Strategic Planning, Team Building, Life Insurance, Term Life Insurance, Disability Insurance, Sales Management
Education
Long Beach City College
Applied General Agency, Inc. September 2011 - Present
C.R.S.worldwide credit January 1998 - December 2010
Skills
Social Media, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, Photoshop, Microsoft Excel, Account Management
Education
USC 1980 — 1984
Master's degree, Communication, Journalism, and Related Programs
universidad la catolica 1976 — 1979
Coldwell Banker Del Monte Realty November 2011 - Present
Applied General Agency, Inc. October 2013 - Present
ClickHome January 2009 - Present
Better Homes and Gardens Mason-McDuffie Real Estate July 2007 - November 2011
Monterey Bay Aquarium February 2006 - July 2007
USC Marshall School of Business January 2004 - July 2005
Los Angeles Unified School District February 1993 - July 1999
Skills
Short Sales, Relocation, First Time Home Buyers, Investment Properties, Vacation Homes, Real Estate, Referrals, Luxury, Sellers, Buyer Representation, REO, Listings, Seniors, Selling, Property, New Home Sales, Real Estate Transactions, Investors, Condos, Foreclosures, Move Up Buyers, Relocation Buyers, Single Family Homes, SFR, Income Properties, e-PRO, 1031 Exchanges, Townhomes, Seller Representation, Buyers, New Homes, Real Property, Listing Homes, National Association of..., Waterfront, Residential Homes, ABR, Self-confidence, Real Time, Value Based Selling, Homeowners, Solution Selling, First Time Sellers, First Time Home Sellers, Corporate Real Estate, Buyer Broker, Self-starter, Accredited Buyer Rep, Selling Skills, Custom Homes
Education
University of California, Santa Barbara 1985 — 1989
BA, Political Science, International Relations
Applied General Agency, Inc. October 2014 - Present
Covered California January 2014 - Present
Self-Employed November 2008 - Present
Paramount Unified School District 2005 - Present
Skills
Teaching, Coaching, Fundraising, Budgets, Financial Analysis, Insurance, Research, Customer Service, Nonprofits, Training, Strategy, Marketing, Management, Strategic Planning, Marketing Strategy, Project Management, Leadership, Public Speaking, Team Building, Leadership Development, Entrepreneurship, Sales, Start-ups, Negotiation, Small Business, Business Strategy, Team Leadership, Staff Development, Program Management, Process Improvement, Management Consulting, Business Development, Finance, Business Planning, Analysis, Editing, Change Management, Public Relations, Recruiting, Employee Benefits, Retirement Planning, Organizational..., Strategic Financial..., Retirement, Social Networking, Higher Education
Education
California State University-Long Beach 1988 — 1996
biology, biology, chemistry
Redondo Union High School 1984 — 1988
High School/Secondary Diplomas and Certificates
Uniti Global Insurance Services February 2015 - Present
Applied General Agency, Inc. 2007 - 2013
Amerifi Lending 2004 - 2006
Skills
Insurance, Commercial Insurance, Employee Benefits, Life Insurance, Health Insurance, General Insurance, Sales, Recruiting, Customer Service, Long-term Care, Team Building, Term Life Insurance, Disability Insurance, Leadership, Management
Education
Irvine Valley College