Equity Risk Partners
Industry: Insurance company
DescriptionFounded: 1994 Parent organization: Hub International Subsidiary: Equity Risk Partners-Texas
Equity Risk Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Equity Risk Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Equity Risk Partners Employees
Employee
Years
Job
Industry
Brian O'Regan Brian O'Regan's Equity Risk Partners Experience July 2014 - Present
Job Senior Analyst, Business Development at Equity Risk Partners
Industry Financial Services
Experience
Equity Risk Partners July 2014 - Present
Equity Risk Partners February 2013 - Present
Wixon Olin Financial Group at Wells Fargo Advisors August 2011 - May 2012
Capital Pacific Partners September 2010 - December 2010
Skills
Investments, Time Management, Portfolio Management, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Social Networking, Financial Modeling, Sales, Teamwork
Education
St. Mary's College of California 2008 — 2012
B.S.B.A. Honors Concentration, Financial Services
Equity Risk Partners July 2014 - Present
Equity Risk Partners February 2013 - Present
Wixon Olin Financial Group at Wells Fargo Advisors August 2011 - May 2012
Capital Pacific Partners September 2010 - December 2010
Skills
Investments, Time Management, Portfolio Management, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Social Networking, Financial Modeling, Sales, Teamwork
Education
St. Mary's College of California 2008 — 2012
B.S.B.A. Honors Concentration, Financial Services
Josh Warren Josh Warren's Equity Risk Partners Experience July 2004 - Present
Job Senior Vice President Global Risk
Industry Insurance
Experience
Equity Risk Partners July 2004 - Present
Mesirow Financial October 2003 - July 2004
Neis Insurance July 1999 - October 2003
Skills
Due Diligence, Property & Casualty..., Employee Benefits, Health Insurance, D&O, Insurance, Private Equity, Risk Management, Insurance Brokerage, Management
Education
Millikin University 1992 — 1996
BS, Secondary Education
Equity Risk Partners July 2004 - Present
Mesirow Financial October 2003 - July 2004
Neis Insurance July 1999 - October 2003
Skills
Due Diligence, Property & Casualty..., Employee Benefits, Health Insurance, D&O, Insurance, Private Equity, Risk Management, Insurance Brokerage, Management
Education
Millikin University 1992 — 1996
BS, Secondary Education
Robert Jevens Robert Jevens's Equity Risk Partners Experience September 2013 - Present
Job Vice President Transaction Risk / Reps & Warranties Insurance at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners September 2013 - Present
Imerman Angels 1-on-1 Cancer Support January 2006 - Present
The Bensman Group (Member Firm - NFP Corp/NYSE: "NFP") January 2007 - September 2013
The Cochlan Group, Inc. (Formerly Clark Consulting, Inc.) February 2004 - February 2006
MB Financial Insurance, Inc. (MB Financial Bank, N.A.) May 2002 - January 2004
Northwestern Mutual May 1994 - December 2001
Skills
Insurance, Sales, Sales Management, Financial Services, Angel Investing, Venture Capital, Private Equity, Transaction Risk..., M&A Support, Commercial P&C Insurance, Personal P&C Insurance, Employee Benefits, Business Continuation..., Business Succession..., Estate Planning, Wealth Transfer, Executive Retention, Non-Qualified Executive..., ESOP Repurchase..., COLI, BOLI, Selling, Commercial Real Estate, Succession Planning, Management, Life Insurance, Wealth, Risk Management, Portfolio Management, Finance, Retirement Planning, Due Diligence, Mergers & Acquisitions, Strategy
Education
The John Marshall Law School 2005 — 2005
Audited classes in the LL.M. Program
California State University Long Beach 1988 — 1993
B.S., Engineering Technology
Equity Risk Partners September 2013 - Present
Imerman Angels 1-on-1 Cancer Support January 2006 - Present
The Bensman Group (Member Firm - NFP Corp/NYSE: "NFP") January 2007 - September 2013
The Cochlan Group, Inc. (Formerly Clark Consulting, Inc.) February 2004 - February 2006
MB Financial Insurance, Inc. (MB Financial Bank, N.A.) May 2002 - January 2004
Northwestern Mutual May 1994 - December 2001
Skills
Insurance, Sales, Sales Management, Financial Services, Angel Investing, Venture Capital, Private Equity, Transaction Risk..., M&A Support, Commercial P&C Insurance, Personal P&C Insurance, Employee Benefits, Business Continuation..., Business Succession..., Estate Planning, Wealth Transfer, Executive Retention, Non-Qualified Executive..., ESOP Repurchase..., COLI, BOLI, Selling, Commercial Real Estate, Succession Planning, Management, Life Insurance, Wealth, Risk Management, Portfolio Management, Finance, Retirement Planning, Due Diligence, Mergers & Acquisitions, Strategy
Education
The John Marshall Law School 2005 — 2005
Audited classes in the LL.M. Program
California State University Long Beach 1988 — 1993
B.S., Engineering Technology
Luke Parsons Luke Parsons's Equity Risk Partners Experience October 2015 - Present
Job Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners October 2015 - Present
Equity Risk Partners October 2014 - October 2015
Travelers April 2013 - October 2014
Travelers June 2012 - April 2013
Travelers May 2011 - June 2012
Skills
Underwriting, Commercial Insurance, Technology, Risk Management, Finance, Leadership Studies, Health Insurance, Financial Analysis, Insurance, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, Workers Compensation, Property & Casualty..., Professional Liability, Technology E&O, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Universidad de Deusto
University of Richmond
Bachelor of Arts, Leadership Studies
University of Richmond, Jepson School of Leadership Studies
Bachelor of Arts, Leadership Studies
Worcester Preparatory School
High School
Equity Risk Partners October 2015 - Present
Equity Risk Partners October 2014 - October 2015
Travelers April 2013 - October 2014
Travelers June 2012 - April 2013
Travelers May 2011 - June 2012
Skills
Underwriting, Commercial Insurance, Technology, Risk Management, Finance, Leadership Studies, Health Insurance, Financial Analysis, Insurance, Strategic Planning, Microsoft Excel, Microsoft Office, Outlook, Workers Compensation, Property & Casualty..., Professional Liability, Technology E&O, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Universidad de Deusto
University of Richmond
Bachelor of Arts, Leadership Studies
University of Richmond, Jepson School of Leadership Studies
Bachelor of Arts, Leadership Studies
Worcester Preparatory School
High School
David Erice David Erice's Equity Risk Partners Experience May 2011 - Present
Job Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners May 2011 - Present
West Callaway Stotka, Inc. April 2005 - May 2011
Coastal Brokers Insurance Services, Inc. February 2004 - April 2005
Victor O. Schinnerer & Co., Inc. February 2001 - February 2004
Skills
Commercial Insurance, Property & Casualty..., Insurance, Liability, Underwriting, Brokers, Professional Liability, Casualty Insurance, Workers Compensation, Umbrella Insurance
Education
San Francisco State University 1995 — 1999
B.A., Broadcast Communication Arts
Equity Risk Partners May 2011 - Present
West Callaway Stotka, Inc. April 2005 - May 2011
Coastal Brokers Insurance Services, Inc. February 2004 - April 2005
Victor O. Schinnerer & Co., Inc. February 2001 - February 2004
Skills
Commercial Insurance, Property & Casualty..., Insurance, Liability, Underwriting, Brokers, Professional Liability, Casualty Insurance, Workers Compensation, Umbrella Insurance
Education
San Francisco State University 1995 — 1999
B.A., Broadcast Communication Arts
Gilbert Goetz Gilbert Goetz's Equity Risk Partners Experience September 2013 - Present
Job Senior Vice President at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners September 2013 - Present
Marsh August 1998 - February 2013
Sedgwick of California, Inc., August 1993 - August 1998
Marsh August 1986 - August 1993
Ski Area Professional October 1984 - June 1986
Kemper Insurance October 1982 - August 1984
Geo F Brown & Sons, Inc. October 1981 - August 1982
CT Bowring & Sons (Insurance) Ltd. August 1980 - August 1981
Skills
Risk, Commercial Insurance, Retail Industry, Wholesale Industry, Food Industry, Beverage Industry, technology industry, Financial Risk, Captives, Property & Casualty..., Retail, Wholesale, Insurance, Information Technology, Brokers, Casualty, Reinsurance, Underwriting, Professional Liability, Liability, D&O, Employment Practices..., Risk Management, General Insurance, Legal Liability, Directors & Officers..., Claims Management, Excess, Claim, Leadership, Commercial Lines, Health Insurance, Risk Financing, Indemnity, Workers Compensation, Litigation Management, Enterprise Risk..., Umbrella Insurance, Risk Analysis, Employee Benefits, New Business Development, Actuarial Science, Life Insurance, Disability Insurance, Insurance Brokerage, Executive Management, Financial Institutions, Fiduciary, Liability Analysis, Term Life Insurance
Education
Ohio Wesleyan University 1976 — 1980
BA, Economics
Equity Risk Partners September 2013 - Present
Marsh August 1998 - February 2013
Sedgwick of California, Inc., August 1993 - August 1998
Marsh August 1986 - August 1993
Ski Area Professional October 1984 - June 1986
Kemper Insurance October 1982 - August 1984
Geo F Brown & Sons, Inc. October 1981 - August 1982
CT Bowring & Sons (Insurance) Ltd. August 1980 - August 1981
Skills
Risk, Commercial Insurance, Retail Industry, Wholesale Industry, Food Industry, Beverage Industry, technology industry, Financial Risk, Captives, Property & Casualty..., Retail, Wholesale, Insurance, Information Technology, Brokers, Casualty, Reinsurance, Underwriting, Professional Liability, Liability, D&O, Employment Practices..., Risk Management, General Insurance, Legal Liability, Directors & Officers..., Claims Management, Excess, Claim, Leadership, Commercial Lines, Health Insurance, Risk Financing, Indemnity, Workers Compensation, Litigation Management, Enterprise Risk..., Umbrella Insurance, Risk Analysis, Employee Benefits, New Business Development, Actuarial Science, Life Insurance, Disability Insurance, Insurance Brokerage, Executive Management, Financial Institutions, Fiduciary, Liability Analysis, Term Life Insurance
Education
Ohio Wesleyan University 1976 — 1980
BA, Economics
Laura Wainwright Laura Wainwright's Equity Risk Partners Experience October 2006 - June 2015
Job Senior Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners October 2006 - June 2015
The Salvation Army June 2005 - September 2006
Skills
Insurance, Property & Casualty..., Liability, Microsoft Excel, Microsoft Office, Health Insurance, Legal Liability, Casualty, Risk Management, D&O, Professional Liability, Underwriting, Commercial Insurance, Brokers, Workers Compensation, Customer Service, Management, Marketing
Education
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Commerce
Equity Risk Partners October 2006 - June 2015
The Salvation Army June 2005 - September 2006
Skills
Insurance, Property & Casualty..., Liability, Microsoft Excel, Microsoft Office, Health Insurance, Legal Liability, Casualty, Risk Management, D&O, Professional Liability, Underwriting, Commercial Insurance, Brokers, Workers Compensation, Customer Service, Management, Marketing
Education
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Commerce
Beth Hassett's Equity Risk Partners Experience November 2007 - October 2011
Job Business Intelligence at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2012 - Present
Donlen / Hertz Corporation October 2011 - May 2012
Equity Risk Partners November 2007 - October 2011
JR Katz/ NFP September 2005 - October 2007
The Home Depot 1997 - 2005
Skills
Salesforce.com..., MSOffice Suite, Vertical Response, Microsoft Office, Management, Salesforce.com, Project Management, Sales Management, Due Diligence, Marketing, Sales, Team Building, Time Management, Email Marketing, Business Intelligence, Marketing Strategy, Account Management, CRM, Integration, Analysis, Strategic Planning, Process Improvement
Education
Dominican University
Bachelor of Science, Organizational Leadership
William Blair & Company June 2012 - Present
Donlen / Hertz Corporation October 2011 - May 2012
Equity Risk Partners November 2007 - October 2011
JR Katz/ NFP September 2005 - October 2007
The Home Depot 1997 - 2005
Skills
Salesforce.com..., MSOffice Suite, Vertical Response, Microsoft Office, Management, Salesforce.com, Project Management, Sales Management, Due Diligence, Marketing, Sales, Team Building, Time Management, Email Marketing, Business Intelligence, Marketing Strategy, Account Management, CRM, Integration, Analysis, Strategic Planning, Process Improvement
Education
Dominican University
Bachelor of Science, Organizational Leadership
Rebecca Feldman, AINS Rebecca Feldman, AINS's Equity Risk Partners Experience April 2014 - Present
Job Claims Advocate & Assistant Director at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners April 2014 - Present
Lockton Insurance Brokers, LLC October 2010 - December 2013
Aon Risk Insurance Services West, Inc. June 2007 - June 2010
Marsh Risk & Insurance Services, Inc. October 1999 - May 2007
Skills
Professional Liability, Liability, Commercial Insurance, Insurance, Property & Casualty..., Casualty, Legal Liability, Employment Practices..., Umbrella Insurance, Brokers, Commercial Lines, Workers Compensation, Claim
Education
City College of San Francisco
Paralegal Studies
Equity Risk Partners April 2014 - Present
Lockton Insurance Brokers, LLC October 2010 - December 2013
Aon Risk Insurance Services West, Inc. June 2007 - June 2010
Marsh Risk & Insurance Services, Inc. October 1999 - May 2007
Skills
Professional Liability, Liability, Commercial Insurance, Insurance, Property & Casualty..., Casualty, Legal Liability, Employment Practices..., Umbrella Insurance, Brokers, Commercial Lines, Workers Compensation, Claim
Education
City College of San Francisco
Paralegal Studies
Kristen Trepina's Equity Risk Partners Experience April 2011 - Present
Job Senior Associate at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners April 2011 - Present
Wirtz Insurance Agency, Inc. 2010 - 2011
Lamb, Little & Co. 2006 - 2010
Skills
Property & Casualty...
Education
Indiana University Bloomington 1998 — 2002
Equity Risk Partners April 2011 - Present
Wirtz Insurance Agency, Inc. 2010 - 2011
Lamb, Little & Co. 2006 - 2010
Skills
Property & Casualty...
Education
Indiana University Bloomington 1998 — 2002
Michelle Fontaine Michelle Fontaine's Equity Risk Partners Experience June 2004 - June 2005
Job Global Sales Manager at Logistics Plus
Industry Logistics and Supply Chain
Experience
Logistics Plus (Acquired Horizon Logistics) May 2011 - Present
Horizon Logistics July 2009 - April 2011
ICAT Logistics April 2008 - July 2009
CEVA Logistics (Acquired Eagle Global Logistics) July 2007 - April 2008
Eagle Global Logistics June 2005 - 2007
Equity Risk Partners June 2004 - June 2005
Skills
Retail, Transportation..., 3PL, Fitness, Customer Oriented, Customs Regulations, Transportation, Supply Chain, Cross-functional Team..., Negotiation, Sales, Logistics, Freight, Team Building, Customer Service, Shipping, Leadership, Account Management, Strategic Planning, Strategy, Supply Chain Management, Air Freight, Sales Management, Logistics Management, LTL, Business Development, International Logistics, Freight Forwarding, Pricing, Ocean, Warehousing, Export, Container, Trade Finance, Global Management, Demand Supply Planning, International Trade, International Business, Global Business..., International..., Supply Chain Operations, Global Logistics, Account Planning, Economic Development, International Economics, Global Strategy, Global Sourcing, Key Account Management, Supply Chain Consulting, Economic Policy
Education
St. Mary's College of California 2012 — 2013
Trans Global Executive MBA
Ursinus College
Logistics Plus (Acquired Horizon Logistics) May 2011 - Present
Horizon Logistics July 2009 - April 2011
ICAT Logistics April 2008 - July 2009
CEVA Logistics (Acquired Eagle Global Logistics) July 2007 - April 2008
Eagle Global Logistics June 2005 - 2007
Equity Risk Partners June 2004 - June 2005
Skills
Retail, Transportation..., 3PL, Fitness, Customer Oriented, Customs Regulations, Transportation, Supply Chain, Cross-functional Team..., Negotiation, Sales, Logistics, Freight, Team Building, Customer Service, Shipping, Leadership, Account Management, Strategic Planning, Strategy, Supply Chain Management, Air Freight, Sales Management, Logistics Management, LTL, Business Development, International Logistics, Freight Forwarding, Pricing, Ocean, Warehousing, Export, Container, Trade Finance, Global Management, Demand Supply Planning, International Trade, International Business, Global Business..., International..., Supply Chain Operations, Global Logistics, Account Planning, Economic Development, International Economics, Global Strategy, Global Sourcing, Key Account Management, Supply Chain Consulting, Economic Policy
Education
St. Mary's College of California 2012 — 2013
Trans Global Executive MBA
Ursinus College
William Monat William Monat's Equity Risk Partners Experience June 2010 - December 2011
Job Executive Vice President, Mergers & Acquisitions Group at Willis
Industry Insurance
Experience
Willis December 2011 - Present
Equity Risk Partners June 2010 - December 2011
Wilson Elser June 2009 - June 2010
Gordon & Rees LLP January 2009 - June 2009
Transaction Risk Solutions, Inc. February 2006 - December 2008
Aon July 1997 - February 2006
Peterson & Ross August 1989 - July 1997
Skills
Mergers & Acquisitions, Insurance, Mergers, Liability, Mediation, Legal Liability, Professional Liability, Claim, Risk Management
Education
University of Iowa College of Law 1986 — 1989
J.D.
University of Iowa - Henry B. Tippie College of Business 1980 — 1984
B.B.A, Accounting
Willis December 2011 - Present
Equity Risk Partners June 2010 - December 2011
Wilson Elser June 2009 - June 2010
Gordon & Rees LLP January 2009 - June 2009
Transaction Risk Solutions, Inc. February 2006 - December 2008
Aon July 1997 - February 2006
Peterson & Ross August 1989 - July 1997
Skills
Mergers & Acquisitions, Insurance, Mergers, Liability, Mediation, Legal Liability, Professional Liability, Claim, Risk Management
Education
University of Iowa College of Law 1986 — 1989
J.D.
University of Iowa - Henry B. Tippie College of Business 1980 — 1984
B.B.A, Accounting
Ken Ambos's Equity Risk Partners Experience February 2008 - December 2011
Job Distinguished benefits executive focused on midsized employer market, with specific expertise in M&A, Long Term Care
Industry Insurance
Experience
William Gallagher Associates January 2012 - Present
Equity Risk Partners February 2008 - December 2011
HRH/Bank of America/Fitzmaurice Companies Inc. 1998 - 2007
Skills
Employee Benefits, Mergers, Due Diligence, Private Equity, Financial Services, Management, Brokers, Underwriting, Health Insurance, Managed Care, Insurance, Strategy, Portfolio Management, Mergers & Acquisitions, Long Term Care Insurance, Disability Insurance, Account Management
Education
Adelphi University 1980 — 1984
BA, Economics, Magna Cum Laude
West Babylon High School 1977 — 1980
Class of 1980, Salutatorian
Corporation for Long-Term Care Certification
Certified in Long-Term Care ("CLTC"), Long-Term Care
William Gallagher Associates January 2012 - Present
Equity Risk Partners February 2008 - December 2011
HRH/Bank of America/Fitzmaurice Companies Inc. 1998 - 2007
Skills
Employee Benefits, Mergers, Due Diligence, Private Equity, Financial Services, Management, Brokers, Underwriting, Health Insurance, Managed Care, Insurance, Strategy, Portfolio Management, Mergers & Acquisitions, Long Term Care Insurance, Disability Insurance, Account Management
Education
Adelphi University 1980 — 1984
BA, Economics, Magna Cum Laude
West Babylon High School 1977 — 1980
Class of 1980, Salutatorian
Corporation for Long-Term Care Certification
Certified in Long-Term Care ("CLTC"), Long-Term Care
David Richter David Richter's Equity Risk Partners Experience December 2001 - July 2012
Job Vice President at TCS Insurance Agency
Industry Insurance
Experience
TCS Insurance Agency, Inc. August 2014 - Present
Woodruff-Sawyer & Co August 2012 - July 2014
Richter Insurance July 1986 - August 2012
Richter Insurance July 1986 - August 2012
Fort Point Insurance January 2009 - July 2012
Equity Risk Partners December 2001 - July 2012
ISU Insurance Services of San Francisco January 2012 - June 2012
Skills
Succession Planning, Insurance, Long Term Care Insurance, Strategy, Disability Insurance, Underwriting, Employee Benefits, Finance, Portfolio Management, Professional Liability, Brokers, D&O, Health Insurance, General Insurance, Risk Management, Property & Casualty..., Life Insurance, Long-term Care, Retirement
Education
University of California, Berkeley 1981 — 1986
Economics
The American College 1991 — 1992
CLU, ChFC, Life Insurance
TCS Insurance Agency, Inc. August 2014 - Present
Woodruff-Sawyer & Co August 2012 - July 2014
Richter Insurance July 1986 - August 2012
Richter Insurance July 1986 - August 2012
Fort Point Insurance January 2009 - July 2012
Equity Risk Partners December 2001 - July 2012
ISU Insurance Services of San Francisco January 2012 - June 2012
Skills
Succession Planning, Insurance, Long Term Care Insurance, Strategy, Disability Insurance, Underwriting, Employee Benefits, Finance, Portfolio Management, Professional Liability, Brokers, D&O, Health Insurance, General Insurance, Risk Management, Property & Casualty..., Life Insurance, Long-term Care, Retirement
Education
University of California, Berkeley 1981 — 1986
Economics
The American College 1991 — 1992
CLU, ChFC, Life Insurance
Sherry Meyers Sherry Meyers's Equity Risk Partners Experience December 2013 - January 2014
Job Experienced Insurance P&C Professional seeking new position. Commercial or Personal lines.
Industry Insurance
Experience
Allstate Insurance Company September 2014 - February 2015
Equity Risk Partners December 2013 - January 2014
RWH Myers & Company, LLC February 2011 - April 2011
Marsh McLennan, Insurance Brokerage 1997 - 2008
Johnson & Higgins, Insurance Brokerage April 1992 - March 1997
Willis Corroon, Insurance Brokerage 1990 - 1992
Industrial Indemnity Insurance Company April 1988 - April 1990
Skills
Commercial Insurance, Property & Casualty..., Personal Insurance, Boiler & Machinery, Inland Marine, Customer Service, Claims Management, Coverage Analysis, Umbrella Insurance, Excess, Spanish, French, Microsoft Excel, Microsoft Word, Licensed Property &..., Verbal and Written..., Collections, Vendor Management, Paperless Office, Insurance, Analysis, Subrogation, Risk Management, Underwriting, Claim, Liability, Property Claims, Property Damage, Brokers, Captives, Claim Investigation, Casualty, Litigation Management, Reinsurance, Commercial Lines, Indemnity, Insurance Brokerage, General Insurance, Claims Handling, Consulting, Legal Liability, Casualty Insurance
Education
Hampton University
MA, French
Old Dominion University
BA, French
Steven F Austin State University
Spanish Language
University of California, San Diego
Guadalajara Mexico Summer Program, Spanish immersion program
Allstate Insurance Company September 2014 - February 2015
Equity Risk Partners December 2013 - January 2014
RWH Myers & Company, LLC February 2011 - April 2011
Marsh McLennan, Insurance Brokerage 1997 - 2008
Johnson & Higgins, Insurance Brokerage April 1992 - March 1997
Willis Corroon, Insurance Brokerage 1990 - 1992
Industrial Indemnity Insurance Company April 1988 - April 1990
Skills
Commercial Insurance, Property & Casualty..., Personal Insurance, Boiler & Machinery, Inland Marine, Customer Service, Claims Management, Coverage Analysis, Umbrella Insurance, Excess, Spanish, French, Microsoft Excel, Microsoft Word, Licensed Property &..., Verbal and Written..., Collections, Vendor Management, Paperless Office, Insurance, Analysis, Subrogation, Risk Management, Underwriting, Claim, Liability, Property Claims, Property Damage, Brokers, Captives, Claim Investigation, Casualty, Litigation Management, Reinsurance, Commercial Lines, Indemnity, Insurance Brokerage, General Insurance, Claims Handling, Consulting, Legal Liability, Casualty Insurance
Education
Hampton University
MA, French
Old Dominion University
BA, French
Steven F Austin State University
Spanish Language
University of California, San Diego
Guadalajara Mexico Summer Program, Spanish immersion program
Jason Leong Jason Leong's Equity Risk Partners Experience June 2006 - Present
Job Director, Partners Services Group (PSG) at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners June 2006 - Present
Alliant Insurance Services November 2003 - June 2006
UC Davis 1998 - 2000
Education
University of California, Davis 1996 — 2001
Bachelor of Arts (BA), History
Equity Risk Partners June 2006 - Present
Alliant Insurance Services November 2003 - June 2006
UC Davis 1998 - 2000
Education
University of California, Davis 1996 — 2001
Bachelor of Arts (BA), History
Lynh Rangel Lynh Rangel's Equity Risk Partners Experience November 2012 - Present
Job Executive Assistant at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners November 2012 - Present
Cassidy Turley BT Commercial May 2010 - November 2012
Arena Solutions May 2008 - August 2009
Countrywide Home Loans August 2004 - April 2008
South Valley National Bank June 2002 - April 2004
Skills
Salesforce.com, Microsoft Excel, Customer Service, PowerPoint, Event Planning, Management, Marketing Strategy, New Business Development, Microsoft Office, Insurance, Business Development, CRM, Underwriting, Leadership, Sales, Marketing
Education
San Jose State University 1997 — 2002
BS, Finance
Equity Risk Partners November 2012 - Present
Cassidy Turley BT Commercial May 2010 - November 2012
Arena Solutions May 2008 - August 2009
Countrywide Home Loans August 2004 - April 2008
South Valley National Bank June 2002 - April 2004
Skills
Salesforce.com, Microsoft Excel, Customer Service, PowerPoint, Event Planning, Management, Marketing Strategy, New Business Development, Microsoft Office, Insurance, Business Development, CRM, Underwriting, Leadership, Sales, Marketing
Education
San Jose State University 1997 — 2002
BS, Finance
Chase Diwik Chase Diwik's Equity Risk Partners Experience August 2015 - Present
Job Analyst at Equity Risk Partners
Industry Sports
Experience
Equity Risk Partners August 2015 - Present
Thuzio January 2015 - August 2015
Northwestern Mutual May 2014 - January 2015
Boardwalk Advisors, LLC May 2013 - May 2014
Jupiter Pointe Club and Marina May 2009 - 2012
Skills
Teamwork, Social Media, Marketing, Business Planning, Sales, Market Research, Communication, Insurance, Public Speaking, Sports Marketing, Leadership, Microsoft Office, Research, Commercial Insurance, Customer Service, Startup Development, Goal Oriented, Organization, Sports Nutrition
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (BS), Marketing (Sports)
The Benjamin School 2007 — 2011
High School Diploma, College Prepatory
Equity Risk Partners August 2015 - Present
Thuzio January 2015 - August 2015
Northwestern Mutual May 2014 - January 2015
Boardwalk Advisors, LLC May 2013 - May 2014
Jupiter Pointe Club and Marina May 2009 - 2012
Skills
Teamwork, Social Media, Marketing, Business Planning, Sales, Market Research, Communication, Insurance, Public Speaking, Sports Marketing, Leadership, Microsoft Office, Research, Commercial Insurance, Customer Service, Startup Development, Goal Oriented, Organization, Sports Nutrition
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (BS), Marketing (Sports)
The Benjamin School 2007 — 2011
High School Diploma, College Prepatory
Michael Marcon's Equity Risk Partners Experience January 2001 - Present
Job CEO Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners January 2001 - Present
Aon Risk Services September 1993 - November 2000
Aon Risk Services September 1994 - January 1996
Aon Risk Services September 1993 - September 1994
Transamerica Insurance Group September 1991 - September 1993
CIGNA Special Risk January 1989 - September 1991
CIGNA Capital Management September 1986 - January 1989
Education
Drexel University 1987 — 1989
MBA, Finance
Ursinus College 1982 — 1986
BA, Economics / Business Administration
Equity Risk Partners January 2001 - Present
Aon Risk Services September 1993 - November 2000
Aon Risk Services September 1994 - January 1996
Aon Risk Services September 1993 - September 1994
Transamerica Insurance Group September 1991 - September 1993
CIGNA Special Risk January 1989 - September 1991
CIGNA Capital Management September 1986 - January 1989
Education
Drexel University 1987 — 1989
MBA, Finance
Ursinus College 1982 — 1986
BA, Economics / Business Administration
Matthew Marcon Matthew Marcon's Equity Risk Partners Experience May 2012 - August 2014
Job Analyst at Integro Insurance Brokers
Industry
Experience
Integro Insurance Brokers September 2015 - Present
High Point University January 2015 - May 2015
Equity Risk Partners May 2012 - August 2014
Babe Ruth / Little League Baseball April 2011 - August 2014
High Point University August 2012 - December 2012
Education
High Point University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Bond University 2014 — 2014
St. Mary's College of California 2013 — 2013
Integro Insurance Brokers September 2015 - Present
High Point University January 2015 - May 2015
Equity Risk Partners May 2012 - August 2014
Babe Ruth / Little League Baseball April 2011 - August 2014
High Point University August 2012 - December 2012
Education
High Point University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General
Bond University 2014 — 2014
St. Mary's College of California 2013 — 2013
Alexander Robles's Equity Risk Partners Experience October 2014 - June 2015
Job Intern
Industry Insurance
Experience
Vodafone July 2015 - August 2015
Equity Risk Partners October 2014 - June 2015
The Wright Institute July 2013 - October 2014
RiskRadius May 2013 - July 2013
UC Irvine Extension September 2010 - May 2013
East Bay Summer Ball Camp 2006 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teaching, Customer Service, Facebook, Social Media, Community Outreach, Data Analysis, Event Planning, Fundraising, Higher Education, Marketing, SPSS, Social Networking, Spanish, Time Management
Education
University of California, Irvine 2008 — 2013
Bachelor of Arts (B.A.), Political Science
Vodafone July 2015 - August 2015
Equity Risk Partners October 2014 - June 2015
The Wright Institute July 2013 - October 2014
RiskRadius May 2013 - July 2013
UC Irvine Extension September 2010 - May 2013
East Bay Summer Ball Camp 2006 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teaching, Customer Service, Facebook, Social Media, Community Outreach, Data Analysis, Event Planning, Fundraising, Higher Education, Marketing, SPSS, Social Networking, Spanish, Time Management
Education
University of California, Irvine 2008 — 2013
Bachelor of Arts (B.A.), Political Science
Sarah Heidenescher's Equity Risk Partners Experience November 2007 - February 2009
Job Vice President at The Plexus Groupe
Industry Insurance
Experience
The Plexus Groupe September 2012 - Present
Assurance Agency February 2009 - September 2012
Equity Risk Partners November 2007 - February 2009
JR Katz 2004 - 2007
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Managed Care, Strategic Planning, Public Speaking
Education
University of Michigan 1998 — 2002
BA, Political Science and History
The Plexus Groupe September 2012 - Present
Assurance Agency February 2009 - September 2012
Equity Risk Partners November 2007 - February 2009
JR Katz 2004 - 2007
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Managed Care, Strategic Planning, Public Speaking
Education
University of Michigan 1998 — 2002
BA, Political Science and History
Mick Montesi Mick Montesi's Equity Risk Partners Experience 2013 - 2013
Job Director, Optimal Facility Management Solutions / Director, National Manufacturing Energy Coop
Industry Financial Services
Experience
Optimal Facility Management Solutions, LLC 2014 - Present
Equity Risk Partners 2013 - 2013
Harlow Aerostructures 2010 - 2012
Harlow Aerostructures LLC 2009 - 2010
Harlow Aerostructures LLC 2008 - 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Amherst College 2004 — 2008
Bachelor's Degree, Economics
Optimal Facility Management Solutions, LLC 2014 - Present
Equity Risk Partners 2013 - 2013
Harlow Aerostructures 2010 - 2012
Harlow Aerostructures LLC 2009 - 2010
Harlow Aerostructures LLC 2008 - 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Amherst College 2004 — 2008
Bachelor's Degree, Economics
Abbie McClintock Abbie McClintock's Equity Risk Partners Experience 2009 - 2011
Job MELT Method Instructor, Voc Rehab Evaluator (DiscoveryCertified), Health & Life Licensed, Client Management & Sales
Industry Health, Wellness and Fitness
Experience
Two 6 Resources May 2013 - Present
MELT Method Orlando, Inc. May 2013 - Present
William Gallagher Associates 2011 - 2013
Equity Risk Partners 2009 - 2011
CuraScript, Inc. An Express Scripts Co. 2006 - 2008
CuraScript, Inc. An Express Scripts Co. 2002 - 2006
LaNier Associates 1999 - 2002
Skills
Sales, Employee Benefits, Health Insurance, Specialty Pharma, Account Management, Managed Care, Medicare, Advertising, Variable Annuities, Health Care Reform, Disability Insurance, Workers Compensation, Leadership, ERISA, Healthcare Reimbursement, Claim, Pharmacy, Health Savings Accounts, Long-term Care, Benefits Administration
Education
University of Central Florida 2005 — 2007
Master of Science (MS), Health Services Administration
University of Florida 1994 — 1998
Bachelor of Science (BS), Psychology; Minor in Criminology
Richmond, The American International University in London 1996 — 1996
Two 6 Resources May 2013 - Present
MELT Method Orlando, Inc. May 2013 - Present
William Gallagher Associates 2011 - 2013
Equity Risk Partners 2009 - 2011
CuraScript, Inc. An Express Scripts Co. 2006 - 2008
CuraScript, Inc. An Express Scripts Co. 2002 - 2006
LaNier Associates 1999 - 2002
Skills
Sales, Employee Benefits, Health Insurance, Specialty Pharma, Account Management, Managed Care, Medicare, Advertising, Variable Annuities, Health Care Reform, Disability Insurance, Workers Compensation, Leadership, ERISA, Healthcare Reimbursement, Claim, Pharmacy, Health Savings Accounts, Long-term Care, Benefits Administration
Education
University of Central Florida 2005 — 2007
Master of Science (MS), Health Services Administration
University of Florida 1994 — 1998
Bachelor of Science (BS), Psychology; Minor in Criminology
Richmond, The American International University in London 1996 — 1996
Becky Dorsey's Equity Risk Partners Experience June 2005 - February 2011
Job Project Manager, VP Mergers & Acquisitions Practice at Willis
Industry Insurance
Experience
Willis May 2014 - Present
Willis February 2011 - May 2014
Equity Risk Partners June 2005 - February 2011
Draper and Kramer June 2004 - June 2005
Skills
Risk Management, Liability, Workers Compensation, Umbrella Insurance, Negotiation, Microsoft Office, Marketing, Excess, Analysis, General Insurance, Risk Assessment
Education
Illinois State University 2000 — 2004
BS, Finance and Insurance
Willis May 2014 - Present
Willis February 2011 - May 2014
Equity Risk Partners June 2005 - February 2011
Draper and Kramer June 2004 - June 2005
Skills
Risk Management, Liability, Workers Compensation, Umbrella Insurance, Negotiation, Microsoft Office, Marketing, Excess, Analysis, General Insurance, Risk Assessment
Education
Illinois State University 2000 — 2004
BS, Finance and Insurance
Joshua Freund, CWWPM's Equity Risk Partners Experience April 2004 - April 2006
Job Senior Manager, Health & Wellbeing at Jazz Pharmaceuticals
Industry Health, Wellness and Fitness
Experience
Jazz Pharmaceuticals February 2015 - Present
Jazz Pharmaceuticals March 2013 - February 2015
Woodruff Sawyer November 2010 - March 2013
Mercer Health & Benefits May 2008 - November 2010
Thoits Insurance Services May 2007 - May 2008
Equity Risk Partners April 2004 - April 2006
Gallagher Benefit Services 2003 - 2004
Skills
Excel, Health Insurance, Account Management, Insurance, Employee Benefits, Health, Employee Wellness..., Microsoft Excel, Wellness, Program Management, Strategic Planning, Analysis, Healthcare, Start-ups, Customer Service, Benefits Administration, Leadership, Management, Strategy
Education
American University 2002 — 2003
Environmental Studies, Political Science
Washington Semester 2002 — 2003
Politics, Environment
University of Redlands 1999 — 2003
Bachelor of Arts (B.A.), Environmental Studies
Jazz Pharmaceuticals February 2015 - Present
Jazz Pharmaceuticals March 2013 - February 2015
Woodruff Sawyer November 2010 - March 2013
Mercer Health & Benefits May 2008 - November 2010
Thoits Insurance Services May 2007 - May 2008
Equity Risk Partners April 2004 - April 2006
Gallagher Benefit Services 2003 - 2004
Skills
Excel, Health Insurance, Account Management, Insurance, Employee Benefits, Health, Employee Wellness..., Microsoft Excel, Wellness, Program Management, Strategic Planning, Analysis, Healthcare, Start-ups, Customer Service, Benefits Administration, Leadership, Management, Strategy
Education
American University 2002 — 2003
Environmental Studies, Political Science
Washington Semester 2002 — 2003
Politics, Environment
University of Redlands 1999 — 2003
Bachelor of Arts (B.A.), Environmental Studies
Jerome Hopkins's Equity Risk Partners Experience July 2004 - March 2005
Job Senior Consultant
Industry Insurance
Experience
Aon Global Client Network April 2009 - February 2014
Aon Consulting March 2008 - April 2009
Jones Lang LaSalle July 2005 - March 2008
Equity Risk Partners July 2004 - March 2005
Aon Risk Services June 2003 - June 2004
Skills
Underwriting, Spanish, Insurance, Business Intelligence, Project Planning, English, Negotiation, Process Improvement, Claim, Financial Analysis, Risk Management, Account Management, Analysis, New Business Development, Leadership, Property & Casualty..., Consulting, Liability
Education
University of Missouri-Columbia
Aon Global Client Network April 2009 - February 2014
Aon Consulting March 2008 - April 2009
Jones Lang LaSalle July 2005 - March 2008
Equity Risk Partners July 2004 - March 2005
Aon Risk Services June 2003 - June 2004
Skills
Underwriting, Spanish, Insurance, Business Intelligence, Project Planning, English, Negotiation, Process Improvement, Claim, Financial Analysis, Risk Management, Account Management, Analysis, New Business Development, Leadership, Property & Casualty..., Consulting, Liability
Education
University of Missouri-Columbia
Benjamin Gibb's Equity Risk Partners Experience April 2002 - April 2008
Job Senior Vice President at CRC Insurance
Industry Insurance
Experience
Crump Insurance May 2008 - Present
Equity Risk Partners April 2002 - April 2008
ABD Insurance and Financial Services March 1999 - March 2002
Marsh March 1994 - February 1999
Skills
Professional Liability...
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Risk Management/Insurance
Crump Insurance May 2008 - Present
Equity Risk Partners April 2002 - April 2008
ABD Insurance and Financial Services March 1999 - March 2002
Marsh March 1994 - February 1999
Skills
Professional Liability...
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Risk Management/Insurance
Andrew Sullivan's Equity Risk Partners Experience April 2015 - Present
Job Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners April 2015 - Present
Equity Risk Partners April 2013 - April 2015
Equity Risk Partners August 2012 - April 2013
Aon Hewitt January 2010 - August 2012
Illinois Business Consulting January 2009 - December 2009
Skills
Financial Analysis, Mergers & Acquisitions, Financial Modeling, Management Consulting, Due Diligence, Process Improvement, Marketing, Analysis, Risk Management, Microsoft Excel, Data Analysis, Project Management, New Business Development, Business, Business Analysis, Pricing, Market Research, Employee Benefits
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Analytical Finance, Entrepreneurship, and Accounting
University of Illinois at Urbana-Champaign
B.S., B.S., International Business, Psychology
Mahawithayalai Thammasat
Business Administration, International Business
Loyola Academy
High School
Equity Risk Partners April 2015 - Present
Equity Risk Partners April 2013 - April 2015
Equity Risk Partners August 2012 - April 2013
Aon Hewitt January 2010 - August 2012
Illinois Business Consulting January 2009 - December 2009
Skills
Financial Analysis, Mergers & Acquisitions, Financial Modeling, Management Consulting, Due Diligence, Process Improvement, Marketing, Analysis, Risk Management, Microsoft Excel, Data Analysis, Project Management, New Business Development, Business, Business Analysis, Pricing, Market Research, Employee Benefits
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Analytical Finance, Entrepreneurship, and Accounting
University of Illinois at Urbana-Champaign
B.S., B.S., International Business, Psychology
Mahawithayalai Thammasat
Business Administration, International Business
Loyola Academy
High School
John Politis's Equity Risk Partners Experience September 2014 - Present
Job Senior Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners September 2014 - Present
Argo Group International Holdings, Ltd. March 2013 - September 2014
Argo Group International Holdings, Ltd. March 2011 - March 2013
AIG April 2009 - March 2011
Hilti December 2006 - March 2009
AMR Capital Trading September 2003 - July 2005
Education
Thunderbird School of Global Management 2005 — 2006
MBA, Global Finance
Saint Louis University
Bachelor of Arts
Equity Risk Partners September 2014 - Present
Argo Group International Holdings, Ltd. March 2013 - September 2014
Argo Group International Holdings, Ltd. March 2011 - March 2013
AIG April 2009 - March 2011
Hilti December 2006 - March 2009
AMR Capital Trading September 2003 - July 2005
Education
Thunderbird School of Global Management 2005 — 2006
MBA, Global Finance
Saint Louis University
Bachelor of Arts
Jeff Rubocki's Equity Risk Partners Experience August 2007 - October 2013
Job Jeff Rubocki
Industry Insurance
Experience
Krauter & Company November 2013 - Present
Equity Risk Partners August 2007 - October 2013
Marsh October 1999 - August 2007
Chubb Insurance October 1998 - October 1999
CNA Insurance 1996 - October 1998
Berkiel Crowth Trading 1994 - 1996
Skills
Insurance, Business Strategy, New Business Development, Change Management, Strategic Planning, Risk Management, Sales Management, Negotiation, Underwriting, Management, Marketing Strategy, General Insurance, Property & Casualty..., Project Management, Business Development, Business Analysis, Investments, Commercial Insurance, Customer Service, Management Consulting, Professional Liability, Employment Practices..., D&O, Fiduciary, Liability, Casualty, Brokers, Directors & Officers...
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (BA), Economics
Krauter & Company November 2013 - Present
Equity Risk Partners August 2007 - October 2013
Marsh October 1999 - August 2007
Chubb Insurance October 1998 - October 1999
CNA Insurance 1996 - October 1998
Berkiel Crowth Trading 1994 - 1996
Skills
Insurance, Business Strategy, New Business Development, Change Management, Strategic Planning, Risk Management, Sales Management, Negotiation, Underwriting, Management, Marketing Strategy, General Insurance, Property & Casualty..., Project Management, Business Development, Business Analysis, Investments, Commercial Insurance, Customer Service, Management Consulting, Professional Liability, Employment Practices..., D&O, Fiduciary, Liability, Casualty, Brokers, Directors & Officers...
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (BA), Economics
Maureen McGurk-Denley's Equity Risk Partners Experience June 2008 - December 2011
Job Area Assistant Vice President at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. August 2015 - Present
William Gallagher Associates December 2011 - Present
Equity Risk Partners June 2008 - December 2011
Fitzmaurice Companies 2000 - 2008
Frank Crystal & Company 1998 - 2000
Skills
Insurance, Benefits Administration, Underwriting, Employee Benefits, Disability Insurance, Health Insurance, Professional Liability, Liability, Risk Management, Brokers, Workers Compensation, Disaster Recovery, Property & Casualty...
Education
Adelphi University
MBA
Marist College
BS
Arthur J. Gallagher & Co. August 2015 - Present
William Gallagher Associates December 2011 - Present
Equity Risk Partners June 2008 - December 2011
Fitzmaurice Companies 2000 - 2008
Frank Crystal & Company 1998 - 2000
Skills
Insurance, Benefits Administration, Underwriting, Employee Benefits, Disability Insurance, Health Insurance, Professional Liability, Liability, Risk Management, Brokers, Workers Compensation, Disaster Recovery, Property & Casualty...
Education
Adelphi University
MBA
Marist College
BS
Leigh Speicher's Equity Risk Partners Experience October 2013 - Present
Job Senior Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners October 2013 - Present
Ascension Insurance, Inc. February 2013 - September 2013
Sitzmann Morris & Lavis September 2009 - February 2013
Sitzmann Morris & Lavis Insurance Agency May 2007 - September 2009
Jenkins Athens Insurance Services May 2003 - May 2007
BenefitPoint April 2000 - May 2003
California Bankers Insurance Services April 1998 - April 2000
Anthem Health & Life Insurance Company January 1995 - April 1998
ABD Insurance and Financial Services July 1994 - January 1995
MassMutual August 1992 - July 1994
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Strategic Planning, Start-ups, Sales, Customer Service, Project Management, Salesforce.com, Health Savings Accounts, Brokers, Strategy, Outlook, Call Centers, Human Resources, Leadership, Benefits Administration, CRM, Market Research, Customer Satisfaction, Disability Insurance, Marketing, Change Management, Underwriting, Budgets
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (BA), Communication Studies with a Specialization in Business Administration
Equity Risk Partners October 2013 - Present
Ascension Insurance, Inc. February 2013 - September 2013
Sitzmann Morris & Lavis September 2009 - February 2013
Sitzmann Morris & Lavis Insurance Agency May 2007 - September 2009
Jenkins Athens Insurance Services May 2003 - May 2007
BenefitPoint April 2000 - May 2003
California Bankers Insurance Services April 1998 - April 2000
Anthem Health & Life Insurance Company January 1995 - April 1998
ABD Insurance and Financial Services July 1994 - January 1995
MassMutual August 1992 - July 1994
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Strategic Planning, Start-ups, Sales, Customer Service, Project Management, Salesforce.com, Health Savings Accounts, Brokers, Strategy, Outlook, Call Centers, Human Resources, Leadership, Benefits Administration, CRM, Market Research, Customer Satisfaction, Disability Insurance, Marketing, Change Management, Underwriting, Budgets
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (BA), Communication Studies with a Specialization in Business Administration
Keaton Cross's Equity Risk Partners Experience July 2009 - October 2010
Job Manager Sales and Customer Service at JH Motorsports, Inc.
Industry Automotive
Experience
JH Motorsports, Inc. October 2010 - Present
Equity Risk Partners July 2009 - October 2010
Drew Perry, Professional Golfer May 2009 - July 2009
Colgate University January 2007 - May 2009
Education
Colgate University 2005 — 2009
Bachelor of Arts, Neuroscience, Philosophy & Religion
University of St. Andrews 2008 — 2008
Philosophy, Divinity/Theology
JH Motorsports, Inc. October 2010 - Present
Equity Risk Partners July 2009 - October 2010
Drew Perry, Professional Golfer May 2009 - July 2009
Colgate University January 2007 - May 2009
Education
Colgate University 2005 — 2009
Bachelor of Arts, Neuroscience, Philosophy & Religion
University of St. Andrews 2008 — 2008
Philosophy, Divinity/Theology
R. Kirk Gilleland's Equity Risk Partners Experience May 2015 - Present
Job Senior Vice President
Industry Financial Services
Experience
Equity Risk Partners May 2015 - Present
AHM Financial Group, LLC June 2008 - April 2015
Skills
Risk Management, Due Diligence, Mergers and Acquisitions, Enterprise Risk..., Insurance, Financial Analysis, Underwriting, Private Equity, Valuation, Corporate Finance, Mergers, Strategic Planning, Portfolio Management
Education
Lake Forest College 1986 — 1990
B A, Business
Equity Risk Partners May 2015 - Present
AHM Financial Group, LLC June 2008 - April 2015
Skills
Risk Management, Due Diligence, Mergers and Acquisitions, Enterprise Risk..., Insurance, Financial Analysis, Underwriting, Private Equity, Valuation, Corporate Finance, Mergers, Strategic Planning, Portfolio Management
Education
Lake Forest College 1986 — 1990
B A, Business
Andrew Andrews-Ramirez's Equity Risk Partners Experience June 2013 - September 2013
Job VP, Corporate Development and Operations at Ancon Group of Companies
Industry Environmental Services
Experience
Ancon Group of Companies March 2015 - Present
Accenture August 2014 - February 2015
Kinsale Capital Partners March 2014 - July 2014
Equity Risk Partners June 2013 - September 2013
Army National Guard July 2009 - September 2012
US Army November 2007 - June 2009
Army National Guard September 2005 - November 2007
SuperCharge Batteries PTY Ltd. May 2006 - January 2007
Skills
Army, Command, Defense, DoD, Due Diligence, Financial Analysis, Force Protection, Government, Intelligence Analysis, Leadership, Management, Military, Military Experience, Military Operations, National Security, Operational Planning, Operations Management, Organizational..., Security Clearance, Strategy, Top Secret, Weapons, Financial Modeling, Program Management, Analysis, Project Management, Strategic Planning, Management Consulting, Business Strategy, Data Analysis, Marketing, Finance, Entrepreneurship, Training, Consulting, Microsoft Office, Mergers & Acquisitions, Microsoft Excel, Private Equity, Analytics, Sales, Team Leadership, Human Resources, Project Planning, Team Building, Policy, Valuation, Leadership Development, Budgets, Process Improvement
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Entrepreneurship
Naval Postgraduate School 2011 — 2011
Certificate, Business
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Marketing & Retail Management
Ancon Group of Companies March 2015 - Present
Accenture August 2014 - February 2015
Kinsale Capital Partners March 2014 - July 2014
Equity Risk Partners June 2013 - September 2013
Army National Guard July 2009 - September 2012
US Army November 2007 - June 2009
Army National Guard September 2005 - November 2007
SuperCharge Batteries PTY Ltd. May 2006 - January 2007
Skills
Army, Command, Defense, DoD, Due Diligence, Financial Analysis, Force Protection, Government, Intelligence Analysis, Leadership, Management, Military, Military Experience, Military Operations, National Security, Operational Planning, Operations Management, Organizational..., Security Clearance, Strategy, Top Secret, Weapons, Financial Modeling, Program Management, Analysis, Project Management, Strategic Planning, Management Consulting, Business Strategy, Data Analysis, Marketing, Finance, Entrepreneurship, Training, Consulting, Microsoft Office, Mergers & Acquisitions, Microsoft Excel, Private Equity, Analytics, Sales, Team Leadership, Human Resources, Project Planning, Team Building, Policy, Valuation, Leadership Development, Budgets, Process Improvement
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Entrepreneurship
Naval Postgraduate School 2011 — 2011
Certificate, Business
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
BS, Marketing & Retail Management
Amina Faridi's Equity Risk Partners Experience December 2012 - October 2013
Job Assistant Underwriter at Beazley
Industry Insurance
Experience
Hopsmith Tavern October 2014 - Present
Beazley March 2014 - October 2014
Equity Risk Partners December 2012 - October 2013
Northern Trust August 2010 - December 2012
Skills
Fund Accounting, Fund Administration, Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Bloomberg, Hedge Funds, Financial Accounting, Mutual Funds, Auditing, Financial Statements, Financial Modeling, Internal Controls, Equities, IFRS, Fund Of Funds, Corporate Actions, Derivatives, Fixed Income
Education
University of Illinois at Chicago 2005 — 2008
Bachelor of Science (B.S.), Finance and Economics
Hopsmith Tavern October 2014 - Present
Beazley March 2014 - October 2014
Equity Risk Partners December 2012 - October 2013
Northern Trust August 2010 - December 2012
Skills
Fund Accounting, Fund Administration, Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Bloomberg, Hedge Funds, Financial Accounting, Mutual Funds, Auditing, Financial Statements, Financial Modeling, Internal Controls, Equities, IFRS, Fund Of Funds, Corporate Actions, Derivatives, Fixed Income
Education
University of Illinois at Chicago 2005 — 2008
Bachelor of Science (B.S.), Finance and Economics
Natalie Kruser's Equity Risk Partners Experience July 2010 - November 2011
Job Staff Accountant at Tighe, Kress & Orr
Industry Accounting
Experience
Tighe, Kress & Orr January 2014 - Present
USI Insurance Services November 2011 - October 2013
Equity Risk Partners July 2010 - November 2011
Skills
Microsoft Office, Customer Service, Accounting, Microsoft Word, Microsoft Excel, Payroll, Auditing, Brokers, Property & Casualty..., Insurance, Commercial Insurance
Education
Hillsdale College 2006 — 2010
Bachelor of Arts (B.A.), Music & German; minor in Business Administration
Judson University
Accounting
Judson University
Tighe, Kress & Orr January 2014 - Present
USI Insurance Services November 2011 - October 2013
Equity Risk Partners July 2010 - November 2011
Skills
Microsoft Office, Customer Service, Accounting, Microsoft Word, Microsoft Excel, Payroll, Auditing, Brokers, Property & Casualty..., Insurance, Commercial Insurance
Education
Hillsdale College 2006 — 2010
Bachelor of Arts (B.A.), Music & German; minor in Business Administration
Judson University
Accounting
Judson University
Shelley (Kurihara-Nakasu) Wong's Equity Risk Partners Experience October 2014 - Present
Job Associate at Equity Risk Partners
Industry Financial Services
Experience
Equity Risk Partners October 2014 - Present
Equity Risk Partners December 2012 - October 2014
Equity Risk Partners November 2011 - December 2012
JPMorgan Chase July 2010 - November 2011
Education
University of San Francisco 2003 — 2007
B.A., English
Iolani
Equity Risk Partners October 2014 - Present
Equity Risk Partners December 2012 - October 2014
Equity Risk Partners November 2011 - December 2012
JPMorgan Chase July 2010 - November 2011
Education
University of San Francisco 2003 — 2007
B.A., English
Iolani
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO