Barney & Barney, a Marsh & McLennan Agency LLC Company
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Barney & Barney, a Marsh & McLennan Agency LLC Company Employees
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2015 - Present
Blue Horizon Insurance Services October 2014 - Present
Benefits Pipeline April 2008 - December 2014
PennyMac Loan Services, LLC January 2013 - September 2014
Seeger Benefits & Insurance Services January 2006 - April 2008
Amgen September 2000 - June 2005
Skills
Employee Benefits, Insurance, Disability Insurance, Medicare, Underwriting, Life Insurance, Claim, Analysis
Education
California State University-Northridge
Bachelor of Arts
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2012 - Present
Skills
Customer Service, Microsoft Office, Event Management, Event Planning, Social Media, Microsoft Excel, Public Speaking, Account Management, Strategic Planning, Sales, Recruiting, PowerPoint, Outlook, Microsoft Word, Leadership, Insurance, Human Resources
Education
San Francisco State University 2006 — 2010
Bachelors, Recreation, Parks and Tourism
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2013 - Present
Barney & Barney February 2010 - March 2013
Barney & Barney August 2008 - January 2010
Nordstrom June 2006 - January 2008
Skills
Claims Resolution, Billing Audits &..., Mergers & Acquisitions, Online Enrollment, Data Integration, Employee Benefits, Benefits Administration, COBRA, CRM, Management, Open Enrollment, Flexible Spending..., Disability Insurance, Brokers, Insurance, Health Savings Accounts
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Arts (BA), European History, Art History, 3.5 GPA (4.0 scale)
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2014 - Present
Starbucks November 2007 - April 2014
Skills
Customer Service, Data Entry, Inventory Management, Microsoft Excel, PowerPoint, Time Management, Data Analysis, Insurance, Sales
Education
University of California, San Diego 2011 — 2014
Bachelor of Arts (B.A.), Sociology with Business Minor
Solano Community College 1999 — 2011
Associate's Degree, Business / Science and Quantitative Reasoning
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2013 - Present
beere&purves July 2012 - September 2013
Foley Hoag LLP November 2009 - August 2011
Skills
Employee Benefits, Microsoft Office, Customer Service, Relationship Management, Health Insurance, Health Savings Accounts, Flexible Spending..., Benefits Administration, Strategic Planning
Education
Suffolk University
Bachelor's Degree, Business Management, Marketing
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2011 - Present
Barney & Barney June 2010 - September 2010
Epic Volleyball Club 2005 - 2007
Skills
Employment Practices..., Marketing, Commercial Insurance, Fiduciary
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of Virginia 2009 — 2009
Rancho Bernardo High School 2003 — 2007
Seattle City Light July 2012 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2005 - June 2012
AT&T August 1997 - April 2005
New Haven Public Schools 1996 - 1997
PKH Management Group, Inc. 1990 - 1996
Skills
Organizational Learning, Strategic Planning, Instructor-led Training, Leadership Development, Needs Analysis, Coaching, Project Management, Training Delivery, Performance Management, Change Management, Training, Program Management, Organizational..., Organizational..., Strategy, Management, Leadership
Education
Gonzaga University 2013 — 2015
Master of Arts (M.A.), Organizational Leadership; Servant-Leader concentration, 4.0 GPA
Southern Connecticut State University
Bachelor of Science (B.S.), Early Childhood Education and Teaching
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2002 - Present
Automobile Club of Southern California 1997 - 2002
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Self-funded, Benefits Administration, Health Savings Accounts, Life Insurance, Long-term Care, Deferred Compensation, Health Care Reform, Strategic Planning, COBRA, Claim, ERISA, Defined Benefit, Employee Relations, Employee Wellness, HRIS, Leadership, Managed Care, Management, Medicare, Open Enrollment, Program Management, Retirement, Risk Management, Sales, Training
Education
San Diego State University-California State University 1994 — 1998
Bachelors in Business Administration, Finance
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2014 - Present
Neva Activewear November 2013 - September 2014
Socialite, LLC January 2013 - December 2013
SullivanCurtisMonroe January 2010 - May 2013
Liberty Mutual Insurance February 2006 - January 2010
Skills
Social Media, Public Relations, Web Marketing Strategy, Social Stratification, Account Management, Real Estate, Sales, Strategic Planning, New Business Development, Marketing, Social Networking, Leadership, Business Development, Salesforce.com, Social Media Marketing, Risk Management, Online Marketing, Marketing Strategy, Employee Benefits
Education
The University of Kansas 2001 — 2005
BS, Finance, International Business
Barney & Barney, a Marsh & McLennan Agency LLC Company December 2012 - Present
SullivanCurtisMonroe August 2009 - December 2012
Nixon Benefits October 2005 - August 2009
Skills
Brokers, Health Insurance, Account Management, Claim, Benefits Administration, Underwriting, Salesforce.com, Professional Liability, Employee Benefits, Insurance, Property & Casualty..., Strategic Planning, Microsoft Excel, Commercial Insurance, Customer Service, Disability Insurance
Education
Cal State Fullerton 2005 — 2007
Master of Business Administration (MBA), Marketing
Cal State Fullerton 2003 — 2005
Bachelor of Arts (BA), International Business
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2009 - Present
Archon Group, LP (an affiliate of The Goldman Sachs Group, Inc.) January 1998 - May 2006
KPMG LLP August 1995 - January 1998
San Marcos Unified School District June 1993 - June 1995
Skills
Health & Welfare..., Healthcare Consulting, Wellness, Client Facing Skills, Account Management, Employee Benefits, Compliance, ERISA, Renewals, Health Marketing, RFP experience, Plan Analysis, Network Analyzer, Negotiation, Presentation Design, Benefit Communication, Open Enrollment, Online Enrollment, Implementation..., Benchmarking, COBRA, HIPAA, 5500s, Health Care Reform, Audits of Employee..., Financials, Superior Client Service, Problem Solving, Collaboration, HRIS, Self-insured, Employee Handbooks, Health Fairs, Performance Reviews, Compensation Review, Regulatory Guidelines, Training, Peer Mentoring, Drafting Policies, Procedural Development, Executive Benefit..., 401k, Recruiting, Salary Review
Education
University of Arizona 1991 — 1993
Bachelor of Arts (BA), Psychology; Human Resources Management Minor, G.P.A. 3.9 - Magna cum Laude
Grossmont College 1990 — 1991
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2008 - Present
Skills
Property & Casualty..., Professional Liability, Risk Management, Commercial Insurance, Employee Benefits, Casualty, Brokers, Workers Compensation, Directors & Officers..., Insurance, Management, Financial Risk, Technology Errors &..., International Insurance..., Underwriting, Legal Liability, D&O, Casualty Insurance
Education
University of Colorado at Boulder 1985 — 1989
B.A., History, minor in Philosophy
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2014 - December 2014
London & Partners November 2012 - March 2013
Skills
Italian, Public Speaking, Accounting, Microsoft Excel, TIPS Certified, Analysis, Marketing, Human Resources
Education
Hult International Business School 2012 — 2013
Masters of International Business
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science (B.S.), Accounting
University of Arizona- Arizona in Italy 2010 — 2010
Minor, Italian
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2014 - Present
B&B Programs October 2012 - February 2014
Hemet Unified School District February 2010 - October 2012
Freelance writer & editor June 1999 - October 2012
Hemet Unified School District September 2011 - March 2012
Nuview Union School District April 2011 - June 2011
Select Plumbing March 2005 - March 2008
Skills
Writing, Editing, Personal Counselling, Public Speaking, Coordinating Events, Small Group Counseling, Professional..., Nonprofits, Research, Teaching, Corporate Communications, Student Counseling, Mental Health, At-risk, Group Therapy, Leadership, Human Resources, Publishing, Psychotherapy, Curriculum Development, Coaching, Program Development, Blogging, Creative Writing, Conflict Resolution, Social Media, Newsletters, Event Planning, Staff Development, Higher Education, Grant Writing, Press Releases, Strategic Communications, Student Affairs, Community Development, Social Networking, Community Outreach, Program Management, Curriculum Design, Volunteer Management, Proofreading, Facebook, Copy Editing, Public Relations, Fundraising, Training, Technical Writing, Leadership Development, Tutoring, Career Counseling
Education
California State University-Fullerton
Bachelor of Arts, English
California State University-San Bernardino 2009 — 2012
Master of Science, Educational Counseling and Guidance
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2014 - Present
Skills
Insurance, Account Management, Underwriting, Employee Benefits, Analytics, Product Marketing, Start-up Consulting, Sales, Recruiting, Health Care Reform, Strategic Planning, Human Resources, Management, Business Analysis, Business Development
Education
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2012 - Present
MedImpact February 2012 - October 2012
JPMorgan Chase November 2009 - February 2012
Skills
Organizational..., Team Building, Team-oriented, Executive Support, Microsoft Office, Clerical Skills, New Hire Orientations, Problem Solving, Cross-cultural, Great Motivator, Oral & Written..., Computer Proficiency, Human Resources, Ten Key, Organization &..., Outlook, Operational Efficiency, Analysis
Education
University of California, Riverside 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Point Loma High School 2001 — 2005
Diploma, General Education
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2014 - Present
Barney & Barney, a Marsh & McLennan Agency LLC May 2010 - Present
Virtual Cosourcing Solutions (VCS) April 2007 - May 2010
UnitedHealthcare March 2002 - April 2007
Humana April 1996 - January 2002
Skills
Operations Management, Employee Benefits, Project Management, Team Building, Team Leadership, Leadership Development, Microsoft Excel, Health Insurance, Telecommunications, Sales Operations, Workers Compensation, Insurance, CRM, Risk Management, Tax Preparation, Process Improvement, Management, Training, Life Insurance, Sales, Program Management, Account Management, Customer Service, Mergers & Acquisitions, Time Management, Strategic Planning
Education
Long Beach City College
Certificate, Business Administration and Management, General
Barney & Barney Insurance Services LLC May 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company November 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2013 - October 2013
AMN Healthcare October 2012 - May 2013
University of San Diego August 2010 - May 2013
USD Rotaract January 2012 - January 2013
Conference Management and Event Planning July 2012 - August 2012
TISOH- The International School of Hospitality June 2010 - August 2012
Committee of Underrepresented Persistence September 2011 - December 2011
SuperFit Fitness Center June 2009 - July 2011
Skills
Event Planning, Public Relations, Social Media, PowerPoint, Marketing, Facebook, Training, Microsoft Office, Management, Sales, Microsoft Word, Time Management, Delegation, Program Management, Budgets, Recruiting, Project Planning, Email Marketing, Event Management, Social Media Marketing, Market Research, Social Networking, SEO, Property & Casualty..., Commercial Insurance, Microsoft Excel, Customer Service, Public Speaking, Leadership, Teamwork
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (B.B.A.), Bachelor of Business Administration in Marketing
The International School of Hospitality 2012 — 2012
Meeting and Event Planning
Bonanza High School 2005 — 2009
High School Diploma, Valedictorian
The Institutes
Associate in General Insurance (AINS) and Associate in Insurance Services (AIS)
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2013 - January 2015
Farmers Insurance - Amy Hallquist Insurance Agency February 2012 - October 2013
Ask Us Financial & Insurance Service - SuperAgent.com August 2010 - December 2011
Aflac November 2005 - November 2011
RuleOne Capital Management, LLC. April 2003 - July 2004
R&B Capital Management, LLC. October 2001 - March 2003
Banc of America Securities, LLC. March 2000 - August 2001
Skills
Employee Benefits, Insurance, Small Business, Health Insurance, Plan Design, Term Life Insurance, Fixed Annuities, Business Planning, Property & Casualty..., Life Insurance, Medicare Advantage, Medicare Part D, Brokers, Underwriting, Marketing, Workers Compensation, Long-term Care, Disability Insurance, Mortgage Lending, Finance, Commercial Insurance, Claim, Sales Operations
Education
University of San Diego 1996 — 1999
Bachelor of Arts, Economics
Brawley Union High School 1989 — 1993
YMCA of San Diego County June 2011 - Present
EY June 2015 - August 2015
Taylor - Listug, Inc. (Taylor Guitars) May 2014 - September 2014
Lavine, Lofgren, Morris & Engelberg, LLP February 2014 - April 2014
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2013 - January 2014
Presidential Brokerage, Inc. January 2013 - May 2013
Skills
Budgets, Project Planning, Negotiation, Management, Program Management, Fundraising, Event Planning, Teaching, Non-profits, Public Speaking, PowerPoint, Microsoft Office, Research, Customer Service, Time Management, Team Leadership, Marketing, Data Entry, Leadership, Nonprofits, Social Networking, Leadership Development, Team Building, Community Outreach, Training, Sales, Coaching, Data Analysis
Education
University of San Diego 2012 — 2016
Bachelor’s Degree, Accounting, Senior
Santa Fe Christian High School 2009 — 2012
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2011 - June 2013
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2010 - April 2011
Dean's Suite Chapman University Law School September 2008 - May 2009
Hess Properties May 2008 - August 2008
Family Chiropractic May 2008 - August 2008
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Outlook, Disability Insurance, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media, Public Speaking, Microsoft Office, Event Planning, Facebook, Strategic Planning, Marketing, Social Media Marketing, Human Resources, Data Entry, Employee Relations, COBRA, Data Analysis, Account Management, Life Insurance, Healthcare
Education
Brandman University, Part of the Chapman University System 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
Chapman University 2005 — 2009
Bachelor of Science, Chemistry, Math, 3.2
Barney & Barney, a Marsh & McLennan Agency LLC Company December 2004 - May 2015
Reef May 2001 - December 2004
REMEC Broadband Wireless 1998 - 1999
American Red Cross - San Diego/Imperial Counties Chapter 1996 - 1998
Japan & Orient Tours 1994 - 1996
Skills
Performance Management, Employee Relations, Employee Benefits, Organizational..., Personnel Management, Coaching, Deferred Compensation, Benefits Administration, Onboarding, Leave of Absence..., Recruiting, Training, Management, Human Resources, Leadership, Talent Acquisition
Education
Eastern Michigan University
Master of Science, Human Resource and Organizational Development
Eastern Michigan University
Bachelor of Science, Psychology
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2014 - Present
SPG Management March 2014 - July 2014
Stehly Brothers Drilling Inc. May 2010 - August 2013
6 Degrees Business Networking December 2012 - May 2013
Interfaith Community Services June 2012 - August 2012
Skills
Education
Point Loma Nazarene University 2010 — 2014
Bachelor of Arts, Managerial & Organizational Communications
Barney & Barney, a Marsh & McLennan Insurance Agency LLC company August 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2013 - Present
Barney & Barney June 2011 - September 2013
Barney & Barney June 2009 - 2011
Skills
Insurance, Property & Casualty..., Commercial Insurance, Brokers, General Insurance, Workers Compensation, Liability, Commercial Lines, Umbrella Insurance, Auditing, Outlook, Microsoft Excel
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2014 - Present
Pierce Promotions August 2014 - Present
SalesPros - Intelligent Beverage Promotions August 2014 - January 2015
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2013 - September 2014
Chapman University Student Government Association October 2011 - May 2013
Chapman University Department of Student & Campus Life June 2011 - May 2013
Planned Parenthood of Orange and San Bernardino Counties August 2012 - December 2012
Destination Science May 2012 - August 2012
Island Charters Inc June 2011 - September 2011
Chapman University Associated Students June 2010 - June 2011
Skills
Event Planning, Social Networking, Time Management, PowerPoint, Microsoft Office, Facebook, Social Media, Training & Development, Community Outreach, Budgets, Public Relations, Communication, Commercial Insurance, Organization, Administration, Property & Casualty..., Editing, Leadership, Certificates Of..., Following Up, Fierce Conversations, Making Coffee, Perfect Attendance
Education
Chapman University 2009 — 2013
BA, Communication Studies
Mira Mesa High School 2005 — 2009
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2012 - Present
Salt River Pima-Maricopa Indian Community January 2012 - November 2012
Owens & Perkins, P.C. April 2010 - January 2012
Donaldson Stuart, P.C. October 2005 - March 2010
Skills
Legal Writing, Litigation, Appeals, Civil Litigation, Estate Planning, Bankruptcy, Commercial Litigation, Trials, Health Care Reform, Legal Research, ERISA, COBRA, Paternity, Creditors' Rights, Insurance Law, Pleadings, Business Litigation, General Insurance, Healthcare Consulting, FMLA, HIPAA, Employee Benefits, Insurance, Health Law, Mediation, Public Speaking
Education
Arizona State University College of Law 2004 — 2005
Visiting Student, Law
Louisiana State University, Paul M. Hebert Law Center 2002 — 2004
Juris Doctorate and Bachelor of Civil Law, Law, Chancellor's List
Northern Arizona University 1997 — 2001
Bachelor's degree, American Political Studies, Cum Laude with Honors
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2011 - Present
GNW-Evergreen Insurance Services February 2010 - October 2011
Northwestern Mutual Life 2006 - 2010
Skills
Benefits Administration, Benefits Negotiation, Open Enrollment, Marketing, Excel, PowerPoint, Word, RFP, Carrier Relationships, Proposal Writing, Employee Benefits, HRIS, Middle Market, Small Group, COBRA, Medical Carriers, Dental Carriers, Vision Plans, LTD/STD, Time Management, Basic Life, Worksite Products, Microsoft Excel, Microsoft Word, Account Management, Team Building, Workers Compensation, Benefits Management, Disability Insurance, Health Care Reform, Health Savings Accounts, Underwriting, Leadership, Financial Analysis, Health Insurance, Insurance
Education
Concordia University-Irvine 1999 — 2003
Bachelor of Arts, English
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2010 - Present
Zurich Insurance (Universal Underwriters) August 2004 - January 2010
Staples Business Advantage February 2002 - August 2004
Enterprise Rent-A-Car October 1997 - November 2001
Skills
Insurance Consulting, Workers Compensation, Account Management, Customer Relations, Commercial Package, Business Development, Commercial Lines, Auto Dealerships, Risk Management, Property & Casualty..., Customer Service, Insurance Programs, Policy Review, New Business Development, Insurance, Legal Liability, Commercial Insurance
Education
University of San Diego
BA, Political Science
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2008 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2012 - Present
Hays Companies February 2006 - May 2008
Standard Insurance Company June 2000 - February 2006
International Sports Productions July 1998 - June 2000
Bloom Establishment Snowboard Company February 1995 - April 1997
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Benefits Administration, Brokers, Life Insurance, Health Savings Accounts, Term Life Insurance, New Business Development, Healthcare, Professional Liability, Workers Compensation, Marketing, Property & Casualty..., Underwriting, General Insurance
Education
University of Oregon 1994 — 1998
Bachelor of Science, Business Administration
Columbia Christian High School 1989 — 1993
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2010 - Present
FAS-EBA Insurance Services May 2000 - August 2010
American Specialty Health 1998 - May 2000
Eastman & Benirschke September 1995 - 1997
E.J. Phelps & Company 1993 - 1995
Travelers 1992 - 1993
Principal Financial Group 1987 - 1992
Skills
Employee Benefits, Cafeteria Plans, Claims, Group Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Long Term Care, Group Health, Plan Design, Open Enrollment, Term Life Insurance, Long-term Care, COBRA, Flexible Spending..., Life Insurance, Claim, Business Planning, Benefits Administration, Employee Wellness, Group Insurance, Licensed Life & Health..., Commercial Insurance, Management, Leadership, Health Care Reform, Underwriting
Education
Cuyamaca & Grossmont Community College
Business
Heald's Kelsey Jenny Business College
Accounting, Business
Kapiolani Community College
Accounting
Teach For America San Diego September 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2015 - Present
Boys & Girls Club of South County November 2010 - July 2015
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2007 - December 2014
Word & Brown General Agency August 2005 - April 2007
Blue Shield of California June 2002 - August 2003
Skills
Employee Benefits, Property & Casualty..., Workers Compensation, Risk Management, Health Insurance, Group Medical, Charter Schools, Construction Insurance, Health Savings Accounts, Insurance, Budget Process, Underwriting, Brokers, Commercial Insurance, Legal Liability, Professional Liability, Claim, D&O, Liability, Leadership, Strategic Planning, Disability Insurance, Term Life Insurance, Umbrella Insurance, Casualty, Health Care Reform, General Insurance, Life Insurance, Group Benefit Plans, 401k, COBRA, Long-term Care, Benefits Administration, Flexible Spending..., Licensed Life & Health..., Employee Wellness, Sales, Inland Marine, Management, Customer Service, Public Speaking, Team Building, New Business Development, Casualty Insurance
Education
UC Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Eastlake High 1997 — 2000
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2014 - Present
Burnham Benefits September 2008 - October 2014
Skills
Employee Benefits, Insurance, Benefits Administration, Spanish, Benefits, Plan Design, Health Insurance, Health Care Reform, Underwriting, Business Planning, Health Savings Accounts, Disability Insurance, Life Insurance, Self-funded, Flexible Spending...
Education
University of Iowa 2004 — 2008
Bachelor of Arts, Art History, Spanish, Communication Studies, 3.7
The University of Barcelona 2006 — 2007
Bachelor of Arts (B.A.), Art & Art History, Spanish
Valley High School 2000 — 2004
4.02/4.0
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2014 - April 2015
Creativa Associates February 2013 - June 2014
PPG Industries March 2011 - February 2013
Creativa Associates September 2006 - February 2007
PPG Industries 2007 - 2007
PPG Industries June 2005 - August 2005
Skills
Employee Benefits, Health Insurance, Account Management, Sales, Sales Management, Sales Process, Marketing, Marketing Strategy, Merchandising, Data Analysis, Insurance, Leadership, Management
Education
University of California, San Diego 2007 — 2009
Bachelor of Arts (B.A.), Economics
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2014 - Present
Lockton Companies November 2013 - March 2014
CIGNA July 2010 - October 2013
CIGNA December 2007 - July 2010
Lenard, Street & Deinard September 2007 - December 2007
Skills
Networking, Sales, Healthcare, Employee Benefits, Health Insurance, Mental Health, Account Management, Health Promotion, Employee Wellness, Strategy, Marketing, Program Management, Marketing Strategy, Coaching
Education
Ottawa University 2009 — 2011
MBA, Human Resources, Healthcare
College of Saint Benedict 2003 — 2007
BA, Psychology
Saint John's University 2003 — 2007
BA, Psychology
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2014 - Present
Symbolic Real Estate June 2013 - June 2014
Meyer Corporation May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PowerPoint, Cognos, JDE Enterprise One, Apprise, DSRP, Sagitta, Worksmart, ImageRight, ABS, Accounting, Access, Time Management
Education
University of San Diego 2010 — 2014
Bachelor, Finance, Senior
California High School 2006 — 2010
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2014 - Present
ArlenGroup April 2012 - Present
ArlenGroup April 2012 - December 2012
Johnson & Dugan Insurance Brokerage Firm 2006 - April 2012
Johnson & Dugan Insurance Brokerage Firm 2006 - January 2009
Standard Insurance Company March 2005 - August 2006
Skills
Account Management, Customer Service, Negotiation, Microsoft Office, Contract Negotiation, Outlook, Customer Relations, Employee Benefits, Disability Insurance, New Business Development, Customer Satisfaction, Insurance, Strategic Planning, Health Insurance, Brokers, Benefits Administration, Underwriting, COBRA
Education
University of California, Berkeley 2000 — 2003
Bachelor of Arts, Political Science & Mass Communications
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2012 - Present
Calisson Inc January 2011 - August 2011
Community Coaching Center October 2010 - December 2010
Neighborhood House Association February 2010 - May 2010
Seven7 Jeans May 2008 - June 2008
Skills
Microsoft Office, Social Networking, General Administrative..., Organization, P&C License, Property & Casualty..., Commercial Insurance, Professional Liability, Microsoft Excel, PowerPoint, Sagitta, ImageRight, Visio, Cpr Certified, First Aid
Education
University of San Diego 2008 — 2012
Bachelor of Arts, Psychology
American College Dublin 2009 — 2009
St. Margaret's Episcopal School 2005 — 2008
Regular/General High School/Secondary Diploma Program
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2002 - Present
Education
St. Mary's College of California 1982 — 1986
Bachelor of Arts (BA), Political Science
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2007 - Present
Guardian Life Insurance September 2001 - March 2007
Park Avenue Securities September 2001 - March 2007
TD Ameritrade July 1999 - September 2001
Skills
Employee Benefits, Investments, Retirement, Series 7, Securities, 401k, Retirement Planning, Pensions, Compliance, Mutual Funds, Financial Planning, Strategic Planning, Portfolio Management, Financial Analysis, Asset Allocation, Wealth Management, Asset Management, Series 63, Process Improvement, 403 b, 457 Plans, Executive Compensation..., Non-Qualified Deferred..., Executive Pay, Series 24, Series 66, Qualified Retirement..., ERISA, IRS, Fiduciary, Fiduciary Services, Fiduciary Management, Fiduciary training, Asset Managment, Benchmarking, CEBS, Investment Advisory, Investment Management, Group Benefit Plans
Education
Wharton School, University of Pennsylvania 2008 — 2011
CEBS, Employee Benefits, Compensation, Investment Theory
Western Illinois University 1988 — 1992
BS, Industrial Technology
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2011 - August 2013
G.S. Levine Insurance Services, Inc. April 2006 - June 2011
Skills
Insurance, Employee Benefits, Account Management, Customer Service, Customer Relations, Able To Multi-task, Excel, Microsoft Office, Organizational Structure, PowerPoint, Mentoring, Supervisory Skills, Procedure Development, Microsoft Excel, Disability Insurance, Health Savings Accounts, Health Insurance, Workers Compensation, Brokers, Underwriting, Life Insurance, Property & Casualty..., Sales, Benefits Administration
Education
San Diego State University-California State University 2003 — 2005
BS, Kinesiology
Rancho Bernardo High School 1997 — 2001
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2014 - Present
Barney & Barney January 2011 - Present
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Term Life Insurance, Account Management, Brokers, Marketing Strategy, Health & Welfare...
Education
University of San Diego 2003 — 2005
Bachelors, Business Administration, Finance and Real Estate
Barney & Barney, a Marsh & McLennan Agency LLC Company November 2013 - Present
J.Crew December 2007 - December 2013
Verrill Dana, LLP September 2012 - August 2013
Boston Commons Skating School January 2009 - March 2013
Health Law Advocates, Inc. January 2011 - June 2011
MA Office of Consumer Affairs and Business Regulation January 2010 - July 2010
Fundació Iwith.org June 2009 - August 2009
Skills
Microsoft Office, Prezi, FileMaker, Mac OS X, Keynote, XP/Vista/7, Google Docs, Google Maps, Event Planning, Government, Public Policy, Analysis, Microsoft Excel, Sales, Social Media
Education
Northeastern University 2008 — 2012
BA
Bond University 2011 — 2011
Study Abroad
Indiana University Bloomington 2007 — 2008
BA
Lexington High School 2003 — 2007
- April 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2002 - Present
Robert F. Driver 2001 - 2002
Prudential 2000 - 2001
Ward North America 1993 - 2000
Skills
Property, Commercial Insurance, Workers Compensation, General Insurance, Professional Liability, Umbrella Insurance, Commercial Lines, D, Employment Practices..., Casualty, Legal Liability, Liability, Directors, Product Liability, Fiduciary, Excess, Insurance, Casualty Insurance
Education
University of Phoenix-San Diego Campus
Bachelor's degree, Business Administration/Marketing
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2011 - Present
Barney & Barney October 2009 - August 2010
Bainbridge October 2008 - February 2009
Portland Trail Blazers December 2007 - April 2008
G.A. Pearson and Associates, Insurance Brokers, Inc. August 2004 - January 2007
Hillel of San Diego July 2003 - July 2004
Skills
Account Management, Public Relations, Event Management
Education
Willamette University College of Law 2010 — 2013
J.D., Law
San Diego State University-California State University 2007 — 2008
MBA, Sports Management
University of San Diego 1999 — 2003
B.A., Business Administration
Catalina Foothills High School 1995 — 1999
Barney & Barney, a Marsh & McLennan Agency LLC Company 2008 - Present
Farmers Insurance 2004 - 2007
Farmers Insurance 2001 - 2004
Software Marketing Solutions 1998 - 2000
Mini-Systems Associates 1993 - 1998
Skills
Insurance, Recruiting, HRIS, Training, Technical Recruiting, Brokers, Workers Compensation, Sales, Property & Casualty..., Claim, Employee Benefits, Human Resources, Health Insurance, Interviews, Liability, Policy, Underwriting, Negotiation, Sales Process, Networking, Customer Service, Marketing, Management, Risk Management, Team Building, Health Savings Accounts, Employee Relations, Life Insurance, Benefits Administration, Disability Insurance
Education
University of California, San Diego
B.A., Communication
Barney & Barney October 2012 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company November 2010 - Present
Health Net of California August 2006 - August 2010
Robert F. Driver Co., Inc. October 1982 - August 2006
Skills
Workers Compensation, Employee Benefits, Disability Insurance, Insurance, Health Insurance, Life Insurance, Benefits Administration, Employee Wellness..., Health Savings Accounts, COBRA
Education
Loyola Marymount University 1976 — 1979
Master of Arts, School Counseling
UCLA 1974 — 1976
Banchelor of Science, Kinesiology
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2012 - March 2013
TIAA-CREF November 2006 - February 2010
Ameriprise Financial Services, Inc. August 2005 - July 2006
University of Colorado at Boulder September 2002 - May 2005
US Navy December 1997 - August 2000
Skills
Valuation, Public Speaking, Financial Modeling, Microsoft Excel, Financial Services, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Retirement, Insurance
Education
University of Colorado at Denver 2008 — 2010
Master of Science, Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelor of Science, Business Management
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2006 - Present
Marsh 2001 - 2006
Marsh 1996 - 2001
Skills
Strategic Planning, Insurance, Employee Benefits, Risk Management, Mergers, Health Insurance, Commercial Insurance, Team Building, Financial Analysis, Underwriting, Leadership, Entrepreneurship, Property & Casualty..., Venture Capital, Workers Compensation, Management, Sales, Executive Management, Mergers & Acquisitions, Professional Liability, Business Planning, Claim, Brokers, New Business Development, Negotiation, General Insurance, Human Resources, Business Strategy, Performance Management
Education
University of California, Irvine 1986 — 1990
Bachelor of Arts, Psychology
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2012 - Present
West Marine April 2006 - January 2012
Skills
Legal Liability, Workers Compensation, Professional Liability, Insurance, Property & Casualty..., Brokers, Sales, Risk Management, Commercial Insurance, D&O, Underwriting, Customer Service, Strategic Planning, Negotiation, Sales Management, Employee Benefits, Sales Operations, Marketing Strategy, Health Insurance, Account Management, Umbrella Insurance, New Business Development, Disability Insurance, Casualty
Education
Universidad De Alcala De Henares 2004 — 2005
Spanish Language Immersion Program
University of Arizona 2002 — 2005
La Canada High School
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2013 - Present
WellPoint 2009 - 2013
Ajilon Finance Solutions 2004 - 2008
Education
Miami University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Miami University 2000 — 2004
Bachelor of Science (B.S.), Organizational Leadership
Besso August 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2014 - August 2014
UC Berkeley August 2011 - January 2013
Barney & Barney June 2012 - August 2012
Skills
Financial Analysis, Analysis, Microsoft Excel, Finance, Sales, Insurance, Leadership, Business Development, Data Analysis, Proposal Writing, Marketing, Business Strategy, Access, Research
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2005 - Present
Safeco 1999 - 2005
CIGNA Property & Casualty 1993 - 1999
Hartford Financial Services Group 1986 - 1993
Skills
Team Building, Professional Liability, Insurance, Health Insurance, Strategic Planning, Property & Casualty..., Casualty, Underwriting, Legal Liability, Commercial Insurance, Marketing Strategy, Workers Compensation, Sales, Account Management, General Insurance, Employee Benefits, D&O, Commercial Lines, Claims Management, Reinsurance, Brokers, Business Development, Social Media Marketing, Claim, Inland Marine, Liability, Term Life Insurance, Disability Insurance, Umbrella Insurance, Risk Management, New Business Development, Financial Risk, Marketing, Employment Practices..., Negotiation, Customer Service, Life Insurance, Insurance Brokerage, Excess, Long-term Care, Health Savings Accounts, Agents, Surety, Small Business, Fixed Annuities, Customer Retention, Captives, Motorcycle, Financial Services, Marketing Communications
Education
California State University-San Bernardino 1980 — 1985
BA, Libersal Studies
Woodruff-Sawyer & Co January 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2011 - January 2015
ArlenGroup June 2010 - June 2011
City of Oakland October 2002 - June 2010
Thunder Road Adolescent Treatment Center January 2001 - November 2003
Skills
Employee Benefits, Insurance, Employee Relations, Health Insurance, Human Resources, Benefits Administration, Underwriting, Deferred Compensation, Customer Service, Performance Management, Strategic Planning, Account Management, Public Speaking, Negotiation, Certified Self Funding..., Risk Management, Claim, Brokers, New Hire Orientations, COBRA, Payroll, Workers Compensation, Training, Life Insurance, Term Life Insurance, Recruiting, Consulting, Market Research, HRIS, 401k, Long-term Care, Flexible Spending..., FMLA, Health Savings Accounts
Education
California State University-Hayward 2004 — 2008
Bachelors of Science, Geography
Massey University 2006 — 2006
Geography
PSA Insurance Services January 2015 - Present
JS Platinum Insurance Services October 2014 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company December 2012 - September 2014
PSA Insurance Services April 2011 - December 2012
Robert Bell Insurance Brokers July 2008 - April 2011
Unitrin Direct March 2007 - November 2007
Skills
Computer Hardware..., Data Recovery, Contractor's Insurance..., Workers Compensation, Insurance, Property & Casualty..., Underwriting, Claim, Professional Liability, Liability, Casualty, Commercial Insurance, General Insurance, Health Insurance, Legal Liability, Umbrella Insurance, Risk Management, Account Management, Customer Service, Small Business, D&O, Inland Marine, Team Building, Commercial Lines, Employment Practices..., Disability Insurance, Brokers, Life Insurance, Excess, Liability Analysis
Education
University of Phoenix 2005 — 2008
BS Business Administration, Business
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2014 - Present
Barney & Barney October 2013 - Present
Flagship Financial Group December 2012 - October 2013
The Dog June 2005 - November 2012
Lam Research June 2011 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Outlook, Time Management, Teamwork, Social Media, Recruiting, Marketing, Social Networking, Leadership, Data Entry, Human Resources, Team Leadership
Education
California State University-Chico 2007 — 2011
2011, Business Administration; Human Resources
Ferrari & Maserati of San Diego September 2014 - Present
La Jolla Sports Club November 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company November 2013 - July 2014
Search Optics, Inc. March 2010 - January 2012
Priceless Pixels December 2004 - April 2009
Mikel Marketing, LLC August 2008 - December 2008
Vmeals March 2007 - May 2008
Santos Alliances June 2006 - August 2006
American Express Financial Advisors January 2005 - January 2006
Skills
Google Analytics, Digital Marketing, Online Marketing, Marketing, Microsoft Office, Digital Photography, CRM, Event Planning, Email Marketing, Sales, Web Analytics, Online Advertising, Training, Adobe Creative Suite, Social Media Marketing, SEO, Canon DSLR, SugarCRM, Mac OS X, iPhoto, Adobe Acrobat
Education
The University of Texas at Austin 2000 — 2002
Bachelor of Fine Arts, Studio Art Major, 3.9
The Woodlands High School 1996 — 1999
Richard D. Gund, JD, CPCU, Insurance Consultant 2011 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company 1989 - 2011
Skills
Business Analysis, Management Consulting, SDLC, Requirements Analysis, Change Management, Business Intelligence, Business Process..., Insurance, Risk Management, Requirements Gathering, Business Process, Project Management, Data Warehousing, Enterprise Architecture, IT Strategy, SQL, SOA, Software Project..., Process Improvement, Agile Methodologies
Education
Thomas Jefferson School of Law 1989 — 1993
Doctor of Law (JD)
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2015 - Present
Vision One Insurance Services, Inc. June 2013 - June 2015
Russo Insurance Agency June 2012 - April 2013
Skills
Insurance, Commercial Insurance, Management, Property & Casualty..., Legal Liability, Commercial Real Estate, Contract Negotiation, Business Development, Strategic Planning, Workers Compensation, Professional Liability, Team Building, Strategic Partnerships, General Liability
Education
Idaho State University 2008 — 2011
Bachelor of Arts (B.A.), Communications/Business Marketing
Laguna Hills High
Barney & Barney, a Marsh & McLennan Agency March 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2014 - April 2015
San Diego Blood Bank June 2002 - January 2014
Epilepsy Foundation San Diego County May 1991 - April 2002
SeaWorld San Diego May 1987 - May 1991
Skills
Data Analysis, Fundraising, Microsoft Word, Inventory Management, PowerPoint, Microsoft Excel, Microsoft Publisher, Customer Service, Financial Analysis, Research, Job Scheduling, Employee Benefits..., Access, BenefitPoint, Java, Visual Basic, Organization Skills, User Interface Design, Operating Systems, Problem Solving, Process Improvement, Project Management, Budgets, Editing, Financial Accounting, Time Management, Windows, HTML, Training, Insurance, Management, Nonprofits, Health Insurance, Leadership, Employee Benefits, Account Management, Team Building, Accounts Payable, Strategic Planning, Sales
Education
San Diego State University-California State University 2014 — 2017
Bachelor's Degree, Business Administration with an Emphasis on Information Systems
San Diego Community College District - (City, Mesa & Miramar Colleges) 2010 — 2013
Associate of Science, Computer Information Systems
Kelsey Jenney Business College 1989 — 1991
Associate's degree, Accounting and Finance
Barney & Barney, a Marsh & McLennan Agency LLC Company 2015 - Present
JP Morgan Securities LLC 2014 - 2015
JPMorgan Chase & Co. 2012 - 2014
JPMorgan Chase & Co. 2011 - 2012
Education
Sonoma State University 2008 — 2010
Business Administration, Finance
United States Air Force Academy 2005 — 2008
Economics
Barney & Barney, a Marsh & McLennan Agency LLC Company December 2013 - Present
Levinson Law Group August 2012 - December 2013
Casa Cornelia Law Center January 2011 - September 2011
Political Campaigns January 2006 - January 2009
Law Office of Rachel Vrana January 2007 - August 2007
Skills
Paralegals, Event Planning, Property & Casualty..., Personal Auto, Automobile Accidents, Legal Assistants, Management, Personal Injury, Injury, Case Management, Microsoft Office, Teamwork, Filing, Fax, Data Entry, Bilingual-Spanish, Public Relations, Lexis, Typing: 65WPM, Basic Oral..., Organizing, Faxing, Access, Fundraising, Legal Documents, Pleadings, Wordperfect, Depositions, Legal Writing, Immigration Law, Citizenship Education, PowerPoint, Spanish
Education
University of San Diego 2011 — 2012
Paralegal Certificate, Business Litigation, Corporate Law, Civil Procedure, Intellectual Property, Contracts
University of San Diego 2007 — 2011
B.A, Political Science
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2012 - Present
Willis December 2006 - January 2012
Craford Benefit Consultants February 2002 - December 2006
Aon Consulting 1987 - 1997
Skills
Underwriting, Superior Client Service, Employee Benefits, Employee Wellness, Healthcare Consulting, Healthcare Analytics, Contract Negotiation, Presentations, Strategic Planning, Project Management, Maintaining Strong..., Benefits Administration, Human Resources, Employee Relations, Insurance, Management, Onboarding, HRIS, Strategy, Health Insurance, COBRA, Health Savings Accounts, Health Care Reform
Education
San Francisco State University 1978 — 1980
BA
Mindgruve May 2013 - Present
Colibri November 2009 - May 2013
Sony Electronics November 2008 - November 2009
Scripps Health Foundation April 2007 - November 2008
KB Design June 2005 - April 2007
Kaiser Permanente October 2000 - June 2005
The Screen Actors Guild September 1990 - May 2005
University of Phoenix January 2001 - December 2002
Barney & Barney, a Marsh & McLennan Agency LLC Company July 1999 - October 2000
The Catholic Diocese of San Diego October 1997 - July 1999
Skills
Social Media, Public Speaking, SEO, Nonprofits, Public Relations, Web Content, Corporate Branding, WordPress, Team Leadership, Web Content Management, Public Affairs, Healthcare, Project Coordination, Brand Management, Project Planning, Client Liaison, Policy Analysis, Marketing Communications, Collaborative Problem..., Collaborative Leadership, Air Force, Advertising Management, SEO copywriting, Journalism, Project Management, search engine marketing, Content Marketing, native advertising, Content Strategy, Strategic Content..., pay per click, Google Analytics, Adobe Design Programs, Email Marketing, infographics, iMovie, Thought Leadership, Microsoft Office, Listicles, Workamajig, Creative Direction, Interactive Marketing, ASID, Interior Design
Education
San Diego State University - College of Extended Studies 2013 — 2014
Professional Certificate in Digital and Social Media, Digital and Social Media
The Art Institute of California-San Diego 2003 — 2009
Design - Specializing in Sustainable Interior
Western International University 1996 — 1997
Master of Business Administration (M.B.A.), Marketing
University of Oklahoma 1990 — 1996
Master's Degree, Public Administration - Political Science
University of Oklahoma Master's Interships 1992 — 1993
Master's Degree, Public Administration - Political Science
The Defense Information School of the United States Air Force 1989 — 1990
Public Affairs, Journalism and Photojournalism
United States Air Force Basic Military Training School 1989 — 1989
Military and Strategic Leadership
Bethany Lutheran College 1986 — 1987
Theology and Psychology
Dr. Martin Luther College 1982 — 1986
Bachelor's Degree, Education
Wells Fargo June 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2013 - July 2014
Barney & Barney June 2013 - August 2013
Duerson Staffing October 2011 - May 2013
Independent Talent Group Limited June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Consulting, Heavy Lifting, Teamwork, Public Speaking, Healthcare, Accounting
Education
University of San Francisco 2009 — 2013
Bachelor of Science (BS), Accounting
De La Salle High 2006 — 2009
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2015 - Present
XIFIN, Inc. November 2014 - December 2014
Pacific Dental Services November 2013 - October 2014
JP Pharmacy August 2011 - October 2013
Mira Mesa Eye Care September 2007 - June 2011
Skills
Employee Relations, Employee Benefits, Pharmacy, Management, Customer Service, Medical Terminology, Supervisory Skills, Teamwork, Medicare Part D, Human Resources, Receptionist Duties, Windows, Microsoft Word, Microsoft Office, Leadership, Microsoft Excel, Employee Training, Clerical Skills, Mac OS, Invoicing, Pharmacueticals, Pharmacy Technicians, Benefits Administration, Telephone Skills, Professional..., Recruiting, Data Entry, File Management, HIPAA, Interviews, Health Insurance, Medical Billing
Education
University of California, Irvine 2007 — 2011
Bachelor of Science (BS), Psychology and sociology
Barney & Barney Insurance Services LLC April 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company April 2011 - March 2015
Barney & Barney, LLC January 2007 - April 2011
FasTracKids September 2007 - September 2009
Campbell Employee Benefits Solutions Insurance Services January 2007 - January 2008
Starbucks Coffee Company September 2002 - December 2007
SDSU Psychology 499 Research Project September 2005 - December 2006
Skills
Group Benefit Plans, Employee Benefits, Licensed Life & Health..., Health Insurance, Microsoft Office, Flexible Spending..., Health Savings Accounts, Management, Open Enrollment, Disability Insurance, Insurance, Benefits Administration
Education
University of California, San Diego 2008 — 2009
Human Resources Management Certification, Human Resources
San Diego State University 2004 — 2006
Bachelor of Arts, Psychology
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2012 - Present
Hub International May 2010 - December 2011
Aon Consulting November 1981 - May 2010
Godwins Booke & Dickenson 1993 - 1997
M M & D 1989 - 1992
SW&J/RBH/MM&D 1985 - 1992
Skills
Employee Benefits, Health Insurance, Open Enrollment, Benefits Administration, Account Management, Life Insurance, Strategic Planning, Sales Management, New Business Development, Problem Solving, Manage Client..., Wellness, Marketing Strategy, Voluntary Employee..., Executive Benefit..., Insurance, Management, Workers Compensation, Start-ups, Healthcare, Long-term Care, Health Savings Accounts, Budgets, 401k, Customer Retention, COBRA, Property & Casualty...
Education
Hartnell College
San Francisco State University
Consumer Science
Bridgepoint Education April 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company December 2013 - April 2015
U.S. Courts July 2000 - December 2013
Procopio, Cory, Hargreaves & Savitch LLP August 1989 - July 2000
Skills
Courts
Education
University of San Diego 2005 — 2007
Master of International Relations
Univesity of San Diego
Lawyer's Assistant Program, (ABA Approved)
San Diego State University-California State University
Bachelor of Liberal Studies, Social Sciences, cum laude, with distinction
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2013 - Present
Heffernan Insurance Brokers May 2007 - July 2013
Heffernan Insurance Brokers August 2001 - May 2007
Heffernan Insurance Brokers March 1999 - August 2001
Chubb 1992 - 1994
Skills
Legal Liability, Brokers, Insurance, Employment Practices..., Professional Liability, Liability, D&O, Property, Casualty, New Business Development, Umbrella Insurance, Excess, Claims Management, Insurance Brokerage, Reinsurance, Life Insurance, Executive Management, General Insurance, Inland Marine, Disability Insurance, Small Business, Financial Risk, Directors & Officers..., Risk Assessment, Term Life Insurance, Leadership, Fiduciary, Claim, Captives, Casualty Insurance
Education
California State University-East Bay 2008 — 2010
BS, Business-Corporate Management and Finance
California State University-Northridge 1986 — 1989
Accounting and Business/Management
Barney & Barney, a Marsh & McLennan Agency LLC Company November 2014 - Present
Paychex February 2012 - October 2014
Enterprise Rent-A-Car October 2006 - November 2011
Skills
Employee Benefits, Payroll, Account Management, Leadership, Cold Calling, Payroll Taxes, Salesforce.com, Employee Training, Technical Recruiting, Sales, Management, Training, Human Resources, Equestrian, Customer Service, Sales Management
Education
University of California, Santa Cruz 2002 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Blue Shield of California February 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2006 - January 2015
Professional Baseball June 1994 - December 2005
Skills
Employee Benefits, Strategic Planning, Construction, Employee Wellness..., Compliance, Small Business, Management, Health Savings Accounts, Disability Insurance, Customer Service, Flexible Spending..., Negotiation, Benefits Administration, Team Leadership, Insurance, Account Management
Education
University of San Diego 1991 — 1996
BA History
Barney & Barney, a Marsh & McLennan Agency LLC Company 2003 - Present
Skills
Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Claim, Professional Liability, Financial Risk, Program Management, Brokers, Legal Liability, Liability, Casualty
Education
University of San Diego
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2008 - Present
Mercer July 2000 - May 2008
TBG/Partners Financial 1998 - June 2000
Liberty Mutual Insurance 1997 - 1999
Skills
Employee Benefits, Strategic Consulting, Healthcare Consulting, Marketing, Sales, Account Management, Benefits Negotiation, Client Services &...
Education
Northern Arizona University 1992 — 1996
Bachelor of Science, Advertising
Gould Academy 1989 — 1992
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2007 - Present
Irvine Ranch Little League January 2014 - Present
Mercer Health & Benefits January 2004 - December 2006
Marsh October 1994 - December 2003
Health Net August 1993 - October 1994
Skills
Employee Benefits, Health Insurance, Insurance, Healthcare, Benefits Administration, Strategic Planning, Risk Management, Mergers, Executive Pay, Human Resources, Long-term Care, Claim, Retirement, Defined Benefit, Performance Management, COBRA, Health Care Reform, ERISA, Health Savings Accounts
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
MBA, Business Management
Tufts University 1989 — 1993
BA, History, Economics
Willis April 2015 - Present
Willis July 2011 - April 2015
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2010 - June 2011
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2009 - March 2010
Skills
Employee Benefits, Claims Resolution, Healthcare Consulting, Claim, Insurance, Account Management, Health Savings Accounts, Health Care Reform, Leadership, Self-Funding, Brokers, Health Insurance, Customer Service, Management, Benefits Administration, Disability Insurance, Life Insurance, Marketing
Education
University of San Diego 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Barney & Barney, a Marsh & McLennan Agency LLC Company January 1997 - Present
Aon Risk Services, Los Angeles 1992 - 1997
Skills
Insurance, Healthcare, Negotiation, Customer Relations, Account Management, Business Planning, Public Speaking, Sales, Business Development, Business Strategy, Mergers & Acquisitions, Professional Liability, Management, Underwriting, Strategic Planning, New Business Development, Process Improvement, Strategy, Property & Casualty..., Workers Compensation, Sales Management, Customer Service, Team Building, Leadership Development, Employee Benefits, Risk Management, Leadership
Education
University of California, Los Angeles 1982 — 1986
BA, Economics
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2014 - December 2014
Hyla Mobile (formerly eRecyclingCorps) May 2013 - August 2014
GTC Systems October 2007 - August 2008
The Home Depot, Expo Design Center November 2004 - April 2006
CardioNet October 2003 - June 2004
Corvas International, Inc May 1997 - July 2003
Skills
Outlook, Employee Relations, Management, Training, Customer Service, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Recruiting, Microsoft Word, Vendor Management, Process Improvement, Human Resources, Onboarding, Interviews, Benefits Administration, Personnel Management, Employee Benefits
Education
University of California, San Diego
Bachelor's Degree, Psychology
University of California, San Diego
Certification, Human Resources Management/Personnel Administration, General
University of Phoenix
Master's Degree, Business Administration, Management and Operations
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2012 - Present
Warner Pacific Insurance Services September 2009 - February 2012
LISI 2005 - 2009
First Dental Health 1998 - 2005
Worthington Industries 1988 - 1989
Skills
Group Benefits, Employee Benefits, Insurance, Health Care Law, Health Insurance, Dental, Life, Term Life Insurance, Disability, Disability Insurance, Brokers, Sales Management, Workers Compensation, COBRA, HIPAA, Health Savings Accounts, Flexible Spending..., HRAs, Health Care Reform, High Deductible Health..., Manufacturing, Non-profits, Wellness, Employee Wellness..., Compensation Consulting, Retirement Plan..., 401k, Benchmarking, HR Consulting, Benefits Administration, Underwriting, Employee Wellness, Self-funded, Long-term Care, Group Insurance, Cafeteria Plans, Commercial Insurance, Medicare, Claim, Open Enrollment, Group Medical, PPO, Professional Liability, Property & Casualty..., HRA, Human Resources, Sales
Education
The Ohio State University 1988 — 1997
Bachelor of Arts (B.A.), Sociology, Dean's List
Licking Heights High School 1984 — 1988
Valedictorian, College Preparatory, 3.97
Alliant Insurance Services March 2014 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company 2006 - March 2014
Alliant Insurance Services 2001 - 2006
Anthem Blue Cross of California 1990 - 2000
Skills
Employee Benefits, Strategic Planning, Health Insurance, Self-Funding, Total Rewards, Control Health..., Wellness, Benefits Administration, Brokers, Health Care Reform, Health Savings Accounts, Insurance, Sales, Self-funded, Workers Compensation, Flexible Spending..., Disability Insurance, COBRA, Life Insurance, Underwriting
Education
Long Beach State University 1979 — 1983
Bachelor of Arts (B.A.)
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2012 - Present
Heffernan Insurance Brokers June 2002 - April 2012
Skills
D&O, Professional Liability, Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., Employment Practices..., Brokers, Legal Liability, Casualty, Liability, Underwriting, Commercial Lines, Umbrella Insurance, General Insurance, Health Insurance, Life Insurance, Directors & Officers...
Education
University of Nevada-Las Vegas
Bachelor of Science, Business Administration/Finance
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2012 - Present
Bridgepoint Education April 2010 - September 2012
Bridgepoint Education December 2007 - April 2010
ASTD San Diego 2006 - 2008
Student Loan Xpress April 2007 - December 2007
USE Credit Union 2004 - 2007
Skills
Leadership Development, Instructional Design, Training, Coaching, Call Center, Higher Education, Team Building, E-Learning, Training Delivery, Organizational..., Customer Service, Captivate, Workshop Facilitation, Staff Development, Call Centers, Employee Training
Education
Ashford University 2009 — 2010
MA
San Diego State University-California State University 1997 — 2002
BA
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2011 - January 2015
GNW-Evergreen Insurance Services March 2009 - October 2011
Cigna HealthCare May 2007 - March 2009
UnitedHealthcare 1989 - 2007
Skills
Employee Benefits, Account Management, Client Service Oriented, Employee Wellness..., Health Insurance, Medicare, Health Savings Accounts, COBRA, Insurance, Brokers, Disability Insurance, Client Services, Health Care Reform, Self-funded, Workers Compensation, Underwriting, Benefits Administration, Managed Care
Education
Loma Linda University
BS, Behavioral Science, Minor in Health Administration
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2008 - Present
Saylor & Hill Co. July 1986 - May 2008
Travelers Insurance 1981 - 1986
Skills
Strategic Planning, Employee Benefits, Healthcare, Compliance, Insurance
Education
California State University-Chico 1977 — 1981
Bachelors Science, Business
Insurance Office of America February 2005 - Present
HRH April 2001 - February 2005
Tenuto & Associates Insurance Services June 1994 - April 2001
Barney & Barney, a Marsh & McLennan Agency LLC Company July 1992 - June 1994
Dealey, Renton & Associates 1985 - 1992
Skills
Property & Casualty..., Professional Liability, Commercial Insurance, Legal Liability, Underwriting, Employment Practices..., Insurance, Casualty
Education
California State University-East Bay 1979 — 1984
Bachelor of Arts (B.A.), Political Science/Public Administration
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2007 - Present
John Burnham Insurance Services, Inc. November 1995 - September 2007
Skills
Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Real Estate, Negotiation, Risk Management, Commercial Insurance, Brokers, Legal Liability, Underwriting, Reinsurance, Liability, Casualty Insurance, Claims Management, Casualty, D&O, Claim, Employee Benefits, Health Insurance, General Insurance, Umbrella Insurance
Education
University of California, Irvine 1986 — 1991
BA, Political Science
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2012 - Present
Enterprise Holdings Inc. March 2009 - October 2012
Best Buy January 2008 - May 2008
RBC Dain Rauscher June 2007 - August 2007
Orinda County Club January 2001 - August 2007
Skills
Sales, Marketing, Management, Customer Service, Account Management, Marketing Strategy, Microsoft Excel, Cold Calling, Employee Benefits, Microsoft Office, PowerPoint, Leadership, Sales Management, Insurance, Training, Financial Analysis, Recruiting, Microsoft Word, Time Management, Strategic Planning, Sales Process, Health Insurance, Intercollegiate..., Teamwork
Education
University of Arizona 2004 — 2008
BA, Economics
Miramonte High School 2001 — 2004
Valva Realty Company & Western Management Properties March 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2014 - October 2014
Chute February 2012 - December 2013
REFLEX, S. A. de C.V. January 2008 - January 2012
IAEA January 2004 - December 2007
Education
San Francisco State University 1999 — 2003
Bachelor's Degree, Broadcast Journalism
Barney & Barney, A Marsh & McLennan Agency LLC Company January 2014 - Present
Friedmann & Friedmann Insurance Services, Inc February 1990 - December 2013
Irvine Pacific September 1989 - December 1989
Skills
Workers Compensation, Insurance, Property & Casualty..., Legal Liability, Professional Liability, Brokers, Commercial Insurance, Risk Management, Casualty, Training, Financial Risk, Liability, Underwriting, Employee Benefits, Claim, Management, D&O, Casualty Insurance
Education
Cypress College 1980 — 1983
Business/Corporate Communications
Surmount Insurance Services, Inc. November 2014 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2013 - November 2014
HR That Works April 2009 - July 2013
Xerox - MRC April 2007 - April 2009
Skills
Workforce Management, Customer Satisfaction, Management, Customer Service, Negotiation, Human Resources, Team Building, Vendor Management, Operations Management, Team Leadership, System Administration, Leadership Development, Employee Relations, Change Management, Sales, Process Improvement, CRM, Third Party Vendor..., Program Management, Recruiting, Employee Benefits, Marketing, Risk Management, Selling, Insurance, Training, Performance Management
Education
San Diego State University-California State University
BSIT, Business Technology
University of Phoenix 2005 — 2007
Bachelor of Science (BS), Information Technology
Point Loma High School 1993 — 1996
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2011 - Present
GNW-Evergreen Insurance Services October 2007 - October 2011
PacifiCare Dental and Vision February 2001 - December 2007
Skills
Employee Benefits, Health Insurance, Strategic Planning, Business Development, Insurance, Healthcare, Brokers, Disability Insurance, Underwriting, Workers Compensation, Health Savings Accounts, Commercial Insurance, Claim, COBRA
Education
California State University-Long Beach - College of Business Administration
MBA, Economics
UCSB
BS Business Economics
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2009 - Present
Lockton Companies October 2007 - August 2009
Skills
Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Brokers, Underwriting, Legal Liability, Professional Liability, Health Savings Accounts, General Insurance, Risk Management, Long-term Care, Life Insurance, D&O, Liability, Captives, Inland Marine, Casualty, Commercial Lines, Employment Practices..., Claim, Umbrella Insurance, Health Insurance, Reinsurance, Disability Insurance, Excess, Claims Management, Casualty Insurance, Bird Watching, Cat Herding
Education
Northwestern University 1998 — 2001
Bachelor of Science in Speech
Barney & Barney, a Marsh & McLennan Agency LLC Company 2004 - Present
Barney & Barney 1999 - 2004
Barney & Barney 1985 - 1999
Chubb Insurance 1983 - 1985
Skills
Insurance, Underwriting, Strategic Planning, Commercial Lines, Property, Brokers, Commercial Insurance, Business Strategy
Education
University of California, Los Angeles 1979 — 1983
BA, Economics
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2014 - Present
Life Technologies January 2011 - March 2013
Life Technologies January 2011 - July 2012
Barney & Barney January 2010 - January 2011
Remedy Compensation Consulting August 2008 - December 2009
Kforce Inc. January 2008 - August 2008
Robert Half International November 2006 - December 2007
MedBridge Development 2005 - 2006
Sonos, Inc. 2005 - 2005
Skills
Compensation, Excel, PowerPoint, Data Analysis, Incentive Programs, Performance Management, Market Research, Executive Compensation, Deferred Compensation, Executive Pay, Recruiting, Compensation & Benefit, Sales Compensation, Salary, Interviews
Education
University of California, Santa Barbara 2001 — 2005
B.A., Economics
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2012 - Present
Self-Employed September 2009 - October 2012
Skills
Microsoft Excel, Employee Benefits, Data Analysis, Self-funded, Calculus, Actuarial Science, Microsoft Office, SAS, Microsoft Word, PowerPoint
Education
San Diego State University-California State University 2008 — 2012
B.S., Statistics with Emphasis in Actuarial Science
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company January 2009 - January 2015
Liberty Mutual Insurance August 2007 - January 2009
Liberty Mutual Insurance August 2003 - August 2007
Skills
Insurance, Workers Compensation, Brokers, Property & Casualty..., Professional Liability, Financial Risk, Commercial Insurance, Claim, D&O, Casualty, Liability, Risk Management, Account Management, Benefits Administration, Captives, Claims Management, Commercial Lines, Disability Insurance, Employment Practices..., Enterprise Risk..., General Insurance, Leadership, Risk Assessment, Umbrella Insurance, COBRA, Employee Wellness..., Retirement, Reinsurance, Life Insurance, Casualty Insurance
Education
University of California, Riverside 1999 — 2003
Bachelor's degree, Liberal Arts/Political Science
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2013 - Present
Liberty Mutual Insurance September 2008 - March 2013
Skills
Underwriting, Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty, Liability, Umbrella Insurance, Workers Compensation, General Insurance, Insurance, Brokers, Reinsurance
Education
Southeast Missouri State University - Harrison College of Business 2003 — 2007
BS, Management
Brooks Jucha & Associates September 2014 - Present
Barney & Barney July 2011 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2011 - Present
Skills
Team Building, Flexible Spending..., Employee Benefits, Insurance, COBRA, Open Enrollment, Benefits Administration, Health Savings Accounts, Health Insurance, Workers Compensation, Disability Insurance, Brokers, Employee Wellness, Human Resources, Leadership, People Skills, Outlook, Microsoft Word, Microsoft Office, Negotiation, Budgets, Microsoft Excel, Self-funded
Education
Grossmont College 2008 — 2010
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2007 - Present
Skills
Account Management, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Health Insurance, Professional Liability, Brokers, Underwriting, Risk Management, Legal Liability, Employee Benefits
Education
University of California, San Diego 2000 — 2004
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2001 - Present
Insurance Company of the West 1998 - 2001
Travelers 1995 - 1997
Skills
Workers Compensation, Underwriting, D&O, General Insurance, Legal Liability, Brokers, Liability, Casualty, Insurance, Professional Liability, Captives, Claim, Reinsurance, Inland Marine, Risk Management, Health Insurance, Commercial Lines, Financial Risk, Employment Practices..., Claims Management, Umbrella Insurance, Life Insurance, Health Savings Accounts, Disability Insurance, Employee Benefits, Property & Casualty..., Surety Bonds, Liability Analysis, Term Life Insurance, Insurance Brokerage, Commercial Insurance, Casualty Insurance
Education
Illinois State University 1980 — 1984
BS, Business Administration
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2012 - Present
Liberty Mutual Insurance April 2007 - December 2011
State Compensation Insurance Fund July 2005 - January 2007
Skills
Claim, Settlement, Workers' Compensation..., Disability Insurance, Claims Management, Training, Analysis, Claims Handling, Legal Liability, Workers Compensation
Education
California State University-Long Beach 2002 — 2004
Political Science
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2012 - Present
Skills
Microsoft Excel, Underwriting, Loss Reserving, Actuarial Consulting, Actuarial Exams, Visual Basic, Benchmarking, Employee Benefits, Health Insurance, Brokers, Management, Data Analysis, Actuarial Science, Analysis, Insurance, Risk Management, Financial Analysis, Statistics, Strategic Planning
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics and Statistics, Whiting School of Engineering
Santa Fe Christian 2004 — 2008
Barney & Barney, a Marsh & McLennan Agency LLC Company September 2013 - Present
Hub International May 2011 - September 2013
First Investors Corporation August 2010 - May 2011
William Fisher Architects 2010 - 2010
Skills
Employee Benefits, Health Insurance, Mathematics, Dental Insurance, Term Life Insurance, Long-Term Disability, Health Savings Accounts, Insurance
Education
University of California, Santa Cruz 2006 — 2010
BA, Mathematics
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2006 - Present
Barney & Barney October 2003 - February 2006
Barney & Barney November 2000 - October 2003
E.J. Phelps & Company April 2000 - November 2000
E.J. Phelps & Company January 1999 - April 2000
Education
San Diego State University-California State University 1995 — 1999
Bachelor of Arts (BA)
California Department of Insurance
Barney & Barney, a Marsh & McLennan Agency LLC Company December 2008 - Present
Skills
Contract Negotiation, Negotiation, Customer Service, Strategic Planning, Team Building, Budgets, Sales, Real Estate, New Business Development, Insurance, Commercial Insurance, Property, Underwriting
Education
University at Albany, SUNY 1971 — 1975
University at Albany, SUNY 1971 — 1975
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2013 - Present
Calvary Chapel Santa Barbara January 2007 - June 2013
Skills
Pastoral Care, Nonprofits, Leadership Development, Leadership, Public Speaking, Team Building, Marketing, Business Development, Sales, Management, Underwriting, Strategic Planning, Health Insurance, Account Management, Employee Benefits, Social Media
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Arts (B.A.), Finance, General
Barney & Barney, a Marsh & McLennan Agency LLC Company July 2006 - August 2014
Education
San Jose State University 1999 — 2001
Bachelor of Science (BS), Management Information Systems, General
Woodruff-Sawyer & Co September 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2010 - September 2013
Dealey, Renton & Associates March 2008 - April 2009
Education
Laney College 1988 — 1993
Associate's Degree, Business Admninistration