First Niagara Risk Management
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First Niagara Risk Management Employees
OnDeck September 2015 - Present
OnDeck February 2015 - September 2015
OnDeck April 2014 - February 2015
Banyan Consulting February 2012 - February 2014
First Niagara Risk Management February 2012 - February 2014
J.Crew May 2011 - September 2011
ABWE February 2011 - May 2011
Skills
Licensed Life & Health..., Employee Benefits, Insurance, Sales, Microsoft Office, Benefits Administration, Customer Service
Education
Liberty University 2008 — 2011
BS, International Business, 3.83
Grant Thornton LLP May 2014 - August 2014
PwC May 2013 - July 2013
Perinton Liquor December 2011 - January 2013
First Niagara Risk Management May 2012 - July 2012
Skills
Microsoft Office 2010, Customer Service, Microsoft Excel, PowerPoint, SPSS, SAP, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master of Science (MS), Taxation
Bentley University 2010 — 2014
Bachelor of Science (BSc), Accounting, with LSM in Health & Industry
University of Cape Town 2012 — 2013
First Niagara Bank November 2013 - Present
First Niagara Risk Management July 2012 - November 2013
First Niagara Risk Management June 2011 - July 2012
Servpro March 2010 - June 2011
State Farm Insurance March 2008 - March 2010
Skills
New Business Development
Education
Nazareth College of Rochester 2006 — 2008
Bachelor's degree, Sociology
Monroe Community College 2004 — 2006
Associate's degree, Liberal Arts
ThinkHR June 2015 - Present
McKees Rocks Community Development Corp October 2014 - Present
First Niagara Risk Management April 2013 - December 2014
First Commonwealth Bank September 2011 - April 2013
Zywave April 2009 - September 2011
Rodgers Insurance Group April 2007 - April 2009
Liberty Mutual Insurance May 2004 - April 2007
FedEx Services May 2000 - April 2004
Skills
Property & Casualty..., SaaS, Salesforce.com, Risk Management, Sales, Workers Compensation, Commercial Lines, Commercial Insurance, New Business Development, Customer Retention, Sales Process, Selling, Sales Management, Cold Calling, Strategic Planning, Team Building, Management, Leadership
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Marketing
First Niagara Risk Management March 2014 - Present
CoreLogic/STARS July 2013 - November 2013
GEICO October 2010 - July 2013
Washington Mutual/Chase August 2005 - September 2010
Skills
Banking, Mortgage Banking, Loss Mitigation, Branch Operation, Insurance, Underwriting, Retail Banking, Help Desk Support, Mentoring New Hires, Customer Service, Credit
Education
SUNY Brockport 2002 — 2004
Brockport High School 1999 — 2002
First Niagara Risk Management - Captive Group July 2014 - Present
First Niagara Risk Management January 2013 - July 2014
First Niagara Risk Management August 2012 - January 2013
First Niagara Financial Group 2012 - August 2012
Cy-Fair Swim Club March 2008 - August 2010
Skills
Social Media, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Public Speaking, Insurance, Time Management, Data Analysis, Leadership, Teaching, Access, Management, Social Networking
Education
Niagara University 2012 — 2014
MBA, Business Administration and Management, General
Niagara University 2008 — 2011
Bachelor of Science, Marketing
Lawley Insurance, Personal Lines April 2013 - Present
Lawley Insurance, Personal Lines January 2012 - April 2013
First Niagara Insurance Agency September 1996 - January 2012
First Niagara Risk Management September 1996 - January 2012
Skills
Insurance, Customer Service, Customer Relations, Excel, Word, Epic Systems, AMS360, Microsoft Word, Training, Microsoft Excel, Microsoft Office, Team Building, Management, Property & Casualty..., Commercial Lines, Casualty, Commercial Insurance, Workers Compensation, Professional Liability, Underwriting, Leadership
Education
Bryant and Stratton College 2000 — 2000
NY P & C Agent, Insurance
Greece Arcadia High School 1980 — 1984
First Niagara Risk Management December 2002 - Present
CNA Insurance August 2002 - December 2003
Disney's All Star Resort September 2000 - November 2002
Skills
Insurance, Workers Compensation, Nonprofits, Analysis, Finance, Small Business, Risk Management, Public Speaking, Property & Casualty..., Financial Risk, Program Management, Medical Malpractice, Commercial Insurance, Commercial Banking, Underwriting, Financial Analysis, New Business Development
Education
Roberts Wesleyan College 2005 — 2005
Certificate, Non-Profit Leadership
Virginia Polytechnic Institute and State University 1996 — 2000
BA, Politica Science
First Niagara Risk Management April 2011 - Present
Pierson & Smith, Inc. January 2004 - April 2011
TLA Insurance, Inc March 1990 - January 2004
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Insurance for..., Private Equity and..., Disability Insurance, Liability, Commercial Lines, Brokers, General Insurance, D&O, Employment Practices..., Risk Management, Umbrella Insurance
Education
Princeton University 1978 — 1982
AB, Economics, Politics, Int'l Trade/Finance
First Niagara Bank 2013 - Present
First Niagara Bank May 2012 - Present
First Niagara Risk Management January 2008 - June 2012
New Community Church January 2001 - October 2007
Seneca Valley School District August 2001 - August 2005
Skills
Leadership Development, AFPA Certified..., Culture Educator, Workshop Presenter, Personal Coaching, Project Coordination, Events Coordination, Career Counseling, Organizational..., Project Management, Succession Planning, Leadership, Customer Service, Business Process..., Risk Management, Process Improvement, Social Networking, Event Planning, Organizational..., Public Speaking, Volunteer Management, Strategic Planning, Employee Benefits, Team Building, Account Management, Change Management, Coaching, Program Management, Team Leadership, Workshops, Fundraising, Building Relationships, Wealth Management, Management, Training, Event Management, Community Outreach, Workshop Facilitation, Recruiting, Talent Management, Employee Training, Staff Development
Education
Geneva College 2006 — 2007
M.S., Organizational Leadership
University of Pittsburgh 1999 — 2001
B.A., English Literature
Kansas State University 1997 — 2000
Distinct Strategies LLC August 2008 - Present
First Niagara Risk Management August 2005 - August 2008
Hatch Leonard Naples April 1980 - July 2005
Skills
Strategic Planning, Management, Customer Service, Small Business, Public Speaking, Leadership, Team Building, New Business Development, Mergers & Acquisitions
Education
State University of New York College at Brockport 1976 — 1978
Bachelor of Science (BS), Business
First Niagara Risk Management July 2012 - Present
Travelers April 2006 - July 2012
HSBC November 2005 - April 2006
Skills
Process Improvement, Insurance Claims, Commercial Insurance, Insurance, Property & Casualty..., Liability, General Insurance, Risk Management, Casualty Insurance, Legal Liability
Education
Canisius College 1999 — 2003
Bachelor of Arts (BA), International Relations and Affairs
Frontier High School 1995 — 1999
Regents Diploma, Busniess/Spanish
First National Insurance Agency June 2015 - Present
First Niagara Risk Management April 2006 - Present
RedSiren August 1999 - March 2006
Automated Control Concepts March 1995 - August 1999
Stone & Webster March 1993 - February 1995
Skills
Risk Management, Commercial Insurance, Insurance, Leadership, Sales, Business Development, New Business Development, Strategic Planning, Underwriting, Customer Service, Negotiation, Team Building, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2001
MBA, Strategy
Penn State University 1987 — 1992
MS & BS, Mechanical Engineering
Gerard P Smith Insurance Agency June 2011 - Present
First Niagara Risk Management March 1988 - March 2011
St. John Fisher College May 1974 - May 1978
Skills
D&O, Account Management, Life Insurance, Home and Auto Insurance, Commercial Property and..., Notary Public, Property & Casualty..., Risk Management, Workers Compensation
Education
SUNY Brockport 1975 — 1978
BS, Higher Education Administration
St. John Fisher College 1970 — 1974
BBA, Business Administration and Management, General
Hoffman Hanafin & Associates August 2013 - Present
Lawley Insurance / Lawley Construction Solutions July 2011 - July 2013
First Niagara Risk Management January 1990 - July 2011
First Niagara Risk Management 1990 - July 2011
Skills
Professional Liability, Property & Casualty..., Brokers, Liability, Commercial Insurance, Underwriting, Insurance, D&O, Legal Liability, Commercial Lines, Risk Management, New Business Development, Captives, Workers Compensation, General Insurance, Employment Practices..., Casualty, Disability Insurance, Umbrella Insurance, Surety Bonds
Education
State University of New York College at Geneseo 1983 — 1987
BA, Economics
M&T Insurance Agency Inc. September 2010 - Present
First Niagara Risk Management August 2005 - September 2010
Hatch Leonard Naples July 1999 - August 2005
Skills
Insurance, Enterprise Risk..., Customer Service, Management, Underwriting, Risk Management, Financial Analysis, Business Planning, Due Diligence, Team Building, Strategic Financial..., Captives, Financial Risk, Banking, Mergers & Acquisitions, Commercial Insurance, Portfolio Management
Education
Texas State University
Designation in Environmental Risk Management (ERM), Environmental Risk
First Niagara Risk Management December 2013 - Present
Town and Country Family Restaurant June 2007 - January 2015
First Niagara Risk Management July 2013 - November 2013
World Trade Center Buffalo Niagara January 2013 - April 2013
Sieger Services Group December 2012 - April 2013
Butler/Till June 2012 - August 2012
Skills
Customer Service, Customer Satisfaction, Microsoft Excel, Access Database, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word, Organization, Cashiering
Education
Medaille College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marks Insurance Group Inc. March 2011 - Present
First Niagara Risk Management November 2010 - January 2012
Summit Insurance Group Inc December 1998 - November 2010
Marsh & McLennan Companies, Inc. February 1985 - December 1998
Sullivan & Company LLC February 1985 - December 1998
Skills
USCG Captain, 100 Ton Master, ( retired), Disability Insurance, Account Management, New Business Development, Sales Management, Underwriting, Strategic Planning, Sales, Legal Liability, Leadership, Budgets, Customer Service, Risk Management, Workers Compensation, Pricing, Health Insurance, Sales Process, Selling, Professional Liability, Term Life Insurance, Small Business, Direct Sales, D&O, Boat, Liability Analysis, Coaching, Contract Negotiation, Commercial Insurance, Sales Operations, Marketing, Business Development, Operations Management, Management, Long-term Care, Business Planning, Salesforce.com, Brokers, Negotiation, Investments, Marketing Strategy, Commercial Lines, Umbrella Insurance, Financial Analysis, Team Building, IRAs, 401k, Long Term Care Insurance, Liability
Education
The American College 1989 — 1991
Attended, Estate Planning
Saint Joseph's University 1978 — 1978
attended, Business & Insurance
First Niagara Risk Management May 2009 - Present
Wausau Signature Agency 1995 - 2009
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Workers Compensation, Professional Liability, Risk Management, Liability, Brokers, Sales, Strategic Planning, Claim, Management, Umbrella Insurance
Education
State University of New York at Binghamton
Bachelor of Science (BS), Economics
First Niagara Risk Management June 2013 - Present
Tompkins Insurance May 2009 - June 2013
MGM Associates Insurance March 2004 - May 2009
Philadelphia Insurance Companies December 1999 - November 2003
LRMP Inc. May 1991 - March 1999
Luellen Insurance September 1985 - May 1991
Skills
Commercial Lines..., Commercial and Contract..., Underwriting, Insurance, Commercial Insurance, Commercial Lines, Surety Bonds, Financial Risk, Marketing, Property & Casualty..., Legal Liability, Umbrella Insurance, Employment Practices..., Negotiation, Workers Compensation, General Insurance, Professional Liability, Liability, Casualty Insurance, Brokers, D, Customer Service
Education
The Institutes - IIABNY 2009 — 2012
Accredited Advisor in Insurance, Insurance
Freeman Business School -Insurance Licensing 2002 2002 — 2002
NYS Brokers License
Corporate Synergies February 2013 - Present
First Niagara Risk Management July 2010 - January 2013
Corporate Synergies July 2005 - July 2010
CorVel Corporation July 1998 - July 2005
Skills
Disease Management, Employee Benefits, Disability Insurance, Health Insurance, Insurance, Wellness, Managed Care, Health Savings Accounts, Life Insurance, Program Management, Brokers, Sales, Employee Relations, Benefits Administration, Medicare, Underwriting, COBRA, 401k, Health Care Reform, Workers Compensation, Long-term Care, Commercial Insurance, Property & Casualty..., Term Life Insurance
Education
Clarion University of Pennsylvania 1986 — 1991
BA, Business Administration
Penn Trafford High School 1983 — 1986
First Niagara Risk Management December 2002 - Present
Batty & Hoyt, Inc 1973 - 2001
S/R Systems, Inc 1987 - 1994
Skills
Liability, Risk Management, Captives, Workers Compensation, Insurance, Property & Casualty..., Professional Liability, Enterprise Risk..., Manufacturing, Strategic Planning, Commercial Insurance, Underwriting, Leadership, Casualty, Team Building
Education
Rochester Institute of Technology 1968 — 1970
BS- Business Mamagement, Buss. Mgt./ Accounting
Alfred State College - SUNY College of Technology 1966 — 1968
AAS, Electrical Technology
First Niagara Risk Management September 2005 - Present
Freezer Queen February 2000 - September 2005
Iroquois Energy Management May 1999 - November 2000
Birdair, Inc November 1997 - February 1999
Schreiner Oil & Gas/Sunset Energy August 1995 - September 1997
D.A. Elia Construction Co., Inc. September 1989 - July 1994
Law Office of William Pulos April 1987 - April 1989
Skills
Insurance, Customer Service, Benefits, Administration, Health Insurance, Team Building, Outlook, Account Management, Benefits Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Employee Benefits, Human Resources, Public Speaking, Process Improvement, Coaching, Training, Contract Management, Customer Satisfaction, Healthcare, Leadership, Customer Retention, Proposal Writing, Disability Insurance, PowerPoint, Risk Management, Team Leadership, Access, Marketing, Employee Relations
Education
University of Pennsylvania - The Wharton School 2009 — 2012
GBA Designation (Group Benefits Associate), Group Benefits Associate Certification
State University of New York College at Fredonia 1981 — 1986
BA, Secondary Education and English
Wellsville Central High School 1977 — 1981
Regents, NYS Regents Diploma
Town of West Seneca January 2010 - Present
Burke & Byrne & Associates, Inc January 2006 - Present
First Niagara Risk Management September 1993 - January 2006
Skills
Public Speaking, Team Building, Coaching, Strategic Planning, Leadership, Property & Casualty..., Insurance, Legal Liability, Health Insurance, Workers Compensation, Brokers, Liability, Professional Liability, Umbrella Insurance, Underwriting, Life Insurance, General Insurance, Casualty Insurance, Customer Service, Fixed Annuities, Claim, Disability Insurance, Commercial Insurance, Small Business
Education
Niagara University 1978 — 1982
BS, Physical Education & Biology
First Niagara Risk Management 2005 - Present
Hatch Leonard Naples 1999 - Present
Skills
Underwriting, Casualty, Risk Management, Property & Casualty..., Insurance, Commercial Insurance, Liability, Professional Liability, Workers Compensation, General Insurance, Commercial Lines, Legal Liability, D&O, Health Insurance, Brokers
Education
Ithaca College 1992 — 1996
BA, Economics
American Institute of Property Casualty Underwriters
CPCU, ARM, AU, Risk Management
The National Alliance
CIC, CRM, Risk Management
Risk Transfer Solutions, LLC May 2012 - Present
JM Niland & Associates, LLC October 2002 - Present
Northpointe Council Inc. September 1994 - September 2010
Big Brothers Big Sisters of Niagara County Inc 1992 - 2010
First Niagara Risk Management June 2000 - September 2002
Riedman Insurance July 1991 - May 2000
Merchants Insurance Group 1988 - 1990
Merchants Insurance Group 1988 - 1990
Skills
Workers Compensation, General Liability, Claims, Captives, Coverage, Automobile, Casualty, Claims Management, Legal Liability, Claim, Property & Casualty..., Commercial Lines, Property Damage, Disability Insurance, Reinsurance, Liability Analysis, Insurance, Health Insurance, Financial Risk, Executive Management, Workers' Compensation..., Management, Commercial Insurance, Product Liability, Employment Practices..., Underwriting, Inland Marine, Casualty Insurance, Brokers, Risk Management, Liability
Education
State University of New York College at Buffalo 1976 — 1979
Bachelor of Applied Science (BASc), Criminal Justice/Law Enforcement Administration
Cardinal Dougherty 1970 — 1974
First Niagara Risk Management January 2013 - Present
First Niagara Risk Management 2011 - January 2013
First Niagara Risk Management 2009 - October 2011
Aon Benfield 2006 - 2009
Benfield 2006 - 2009
Skills
Workers Compensation, Reinsurance, Professional Liability, Liability, Financial Risk, Casualty, Commercial Insurance, Risk Management, Insurance, Underwriting, Property & Casualty..., Captives, General Insurance, Legal Liability, Brokers, Casualty Insurance
Education
Canisius College 2002 — 2006
BS, Finance, Economics, All-College Honors
First Niagara Risk Management May 2015 - Present
CCS Wireless Inc. August 2014 - March 2015
AT&T June 2007 - May 2014
Dobson Communications/Cellular One June 2007 - November 2007
Sprint Nextel January 2007 - May 2007
Sprint Nextel and Independent Wireless One October 2005 - January 2007
Independent Wireless One (Sprint Network Affiliate) February 2005 - October 2005
U.S. Unwired (Sprint Network Affiliate) June 2004 - February 2005
Other Relevant Experience (Wireless Communications) April 1998 - June 2004
US Army Reserves - Commissioned Officer August 1995 - June 2003
Skills
Telecommunications, Sales Operations, Management, Marketing, Leadership, Direct Sales, Wireless, Account Management, Solution Selling, Strategy, Sales Management, Customer Service, Strategic Planning, Training, Sales
Education
Siena College 1991 — 1995
Bachelors of Science, Marketing Management, Economics, Magna Cum Laude Graduate
CACI International Inc October 2012 - Present
American Society of Safety Engineers September 2005 - Present
Arlington, VA August 2001 - Present
First Niagara Risk Management August 2012 - October 2012
LiDestri Food & Beverage, Inc. August 2011 - April 2012
ADT Security Services March 2011 - August 2011
Wausau Insurance February 2007 - January 2009
Professional Development January 2005 - November 2007
Eastman Kodak November 1991 - November 2004
Eastman Kodak June 1986 - November 1991
Skills
Technical Consultation, Technical Training, Compliance Audits, Team Management, Project Supervision, Safety Audits, Accident Investigation, Executive Coaching, Hazard Analysis, Wellness, Safety Management, Leadership Development, Staff Development, Ergonomics, Occupational Health, Change, Safety Management..., Industrial Safety, Risk Management, Leadership, EHS, Program Management, Team Building, Quality Auditing, Investigation, Training, Construction Safety, Industrial Hygiene, Continuous Improvement, Auditing, Risk Assessment, Management, Manufacturing, Workplace Safety, Human Resources, Hazardous Materials, Inspection, Root Cause Analysis, Process Safety, Project Management, Six Sigma, ISO 14001, Hazard Recognition, Supervisory Skills, Fire Safety
Education
American Society of Safety Engineers 2009 — 2010
Certificate, Safety Management
Kennedy Western University 2005 — 2006
MS (15 semester hours), Safety Engineering
Rochester Institute of Technology 1998 — 2002
Bachelor’s Degree, Safety Technology, Professional GPA 3.7
Rochester Institute of Technology 1996 — 1998
AAS, Applied Science and Technology; Electrical and Mechanical Technology
Queens College January 2014 - Present
York College (The City University of New York) August 2013 - Present
New York City January 1995 - Present
First Niagara Risk Management February 2005 - January 2012
L A Lama Insurance Agency September 2003 - February 2005
First Niagara Bank October 2002 - September 2003
Skills
Insurance, Risk Management, Marketing, Portfolio Management, Banking, Loans, Small Business, Strategic Planning, Underwriting, Real Estate, Microsoft Excel, Sales, Sales Process, Education, Property & Casualty..., Commercial Insurance, Musicians, Music Industry, Music, Music Theory, Jazz Improvisation, Jazz Band, Latin Jazz, Country Music, Funk, Singing, Finale, Sibelius, Piano, Bass, Guitar, Musical Theatre, Classical
Education
Queens College 2012 — 2013
Master's degree, Jazz Performance/Bass
State University of New York at Binghamton 1997 — 2000
Bachelors, Music
First Niagara Risk Management July 2012 - Present
APPELLATE INNOVATIONS September 2008 - May 2012
LOVULLO ASSOCIATES April 2006 - January 2008
Merchants Insurance Group April 1997 - April 2006
Merchants Insurance Group April 1996 - April 2005
COMMERCIAL UNION INSURANCE July 1984 - January 1997
Skills
Analysis, Budgets, Casualty, Claim, General Insurance, Insurance, Leadership, Liability, Mediation, Policy, Property, Risk Management, Strategic Planning, Vendor Management
Education
Canisius College 1980 — 1984
BS, Management
First Niagara Risk Management 2011 - Present
Pierson & Smith, Inc. 1991 - 2011
Skills
Insurance, Account Management, Property & Casualty..., Sales, Marketing Strategy, Sales Management, New Business Development, Marketing, Social Media, Direct Sales, Selling, Commercial Insurance
Education
University of North Carolina at Charlotte 1980 — 1984
Bachelor's Degree, Industrial and Organizational Psychology
First Niagara Risk Management January 2007 - Present
Commercial Insurance Consultants, Inc January 2002 - January 2007
Holland Danahy June 1994 - October 1998
Skills
Large Commercial..., Management, Underwriting, General Insurance, Property & Casualty..., Commercial Insurance, Liability, Insurance, Casualty Insurance, Workers Compensation, Professional Liability, Legal Liability, Risk Management
Education
State University of New York College at Buffalo 1986 — 1990
Amercian History
First Niagara Bank July 2013 - Present
First Niagara Bank March 2011 - July 2013
First Niagara Risk Management November 2009 - March 2011
Carolina Coast Harley-Davidson 2005 - 2009
Skills
Analytics, Efficiency, SAS, Operational Excellence, Process Improvement, Data Mining, Data Analysis, Risk Management, Business Analysis, Banking, Insurance, Visio, Retail Banking, Sales, Leadership, Customer Service
Education
State University of New York at Buffalo 2000 — 2004
Bachelor's degree, Business Administration, Management and Operations
Finger Lakes Performing Provider System August 2015 - Present
Roberts Wesleyan College January 2006 - Present
Q Management Services LLC October 2013 - August 2015
Catholic Charities of the Diocese of Rochester DBA Catholic Family Center August 2006 - October 2013
Mengel Metzger Barr & Co., LLP February 2006 - August 2006
First Niagara Risk Management November 2001 - January 2006
Forester Controls (formerly John M. Forester Co.) January 1999 - November 2001
John M. Forester Company June 1995 - November 1998
Northeastern Retail Lumber Association February 1992 - June 1995
Park Ridge Health System October 1989 - January 1992
Skills
Accounting, Executive Management, Financial Reporting, Compliance, Financial Analysis, Strategic Planning, Process Improvement, Budgeting, Non-profits, Internal Controls, Public Speaking, Financial Management, Forecasting, Problem Solving, Analysis, Budgets, Finance, Mergers & Acquisitions, Nonprofits, Risk Management, Project Management, Human Resources, Administration, Policy, Financial Accounting, Corporate Finance, Managerial Finance, General Ledger
Education
Roberts Wesleyan College 2002 — 2003
Certificate, Nonprofit Leadership
Roberts Wesleyan College 2000 — 2002
Master of Science, Management/Strategic Leadership, 3.89
Roberts Wesleyan College 1985 — 1989
Bachelor of Science, Accounting
First Niagara Risk Management 2005 - Present
Skills
Workers Compensation, Insurance, Claims Management, Claim, Leadership, Risk Management, Commercial Insurance, Property & Casualty..., Litigation Management, Casualty, Litigation, Underwriting, Legal Liability, Liability, Professional Liability, General Insurance, Subrogation, Reinsurance, Health Insurance, D&O, Commercial Lines, Brokers, Employee Benefits, Liability Analysis, Disability Insurance, Excess, Claim Investigation, Umbrella Insurance, Fraud, Workers' Compensation..., Medicare, Enterprise Risk..., Casualty Insurance
Education
University of Rochester 1989 — 1993
BA
Canisius College 1995 — 1998
MPA, Public Admnistration
St. Joseph's Collegiate Institute
First Niagara Risk Management May 2014 - Present
Leaf & Bean Coffee Co. August 2008 - Present
EMA Design Automation November 2013 - April 2014
Consumer Credit Counseling Services of Rochester, Inc June 2012 - August 2013
Canisius College Admissions September 2011 - May 2013
Canisius College August 2009 - May 2013
Adecco Group July 2011 - August 2011
Dunkin Donuts June 2007 - August 2009
Skills
Marketing, PowerPoint, Community Outreach, Customer Service, Social Networking, Facebook, Social Media, Fundraising, Event Planning, Public Speaking, Microsoft Word, Microsoft Office, Time Management, Public Relations, Microsoft Excel
Education
Bryant & Stratton College 2014 — 2014
Property & Casualty Broker Insurance License
Canisius College 2009 — 2013
Bachelor's degree, Management & Marketing Dual Major, HRM Minor, 3.4
First Niagara Risk Management March 2015 - Present
CP Consulting July 2014 - March 2015
MCMC LLC November 2013 - July 2014
CP Consulting March 2012 - October 2013
Coventry Health Care October 2009 - February 2012
UH&W 2006 - 2007
MedNY 2004 - 2006
Crawford & Company 1983 - 2004
Skills
Leadership, Executive Management, Sales, Business Development, Marketing, Managed Care, Health & Wellness, Workers Compensation, Disability Insurance, Insurance, Property & Casualty..., Claims Resolution, Microsoft Excel, PowerPoint, Development Of..., Website Development, Coaching, P & L Ownership, Strategic Financial..., Entrepreneurship, Physician Network..., Vocational Case..., Team Building, Professional Liability, Process Improvement, Strategic Planning, New Business Development, Claim, Medicare, Employee Benefits, LWEC, Sales Operations, Operations Management, Health Insurance, Provider Relations, Human Resources, Claims Management, Budgets, Case Managment, Disease Management, Start-ups, Utilization Management, Healthcare Management, Medicaid, Selling, Vendor Management, HIPAA, Healthcare Industry, Long-term Care, Pharmacy Benefit...
Education
State University of New York at Buffalo
Master of Education (M.Ed.), Counseling
First Niagara Risk Management December 2006 - Present
Marsh & McLennan 1989 - 1996
Skills
Insurance, Captives, Risk Management, General Insurance, Commercial Insurance, Underwriting, Commercial Lines, Property & Casualty..., Casualty, Liability, Risk Mitigation, Construction, Legal Liability, Professional Liability, Brokers, Workers Compensation, Casualty Insurance
Education
University at Buffalo 1975 — 1979
BA, English
First Niagara Risk Management May 2015 - Present
First Niagara Risk Management May 2014 - May 2015
First Niagara Bank September 2010 - May 2014
Liberty Mutual Insurance November 2009 - September 2010
Cincinatti Cyclones March 2007 - November 2009
Skills
Sales, New Business Development, Account Management, Risk Management, Insurance, Sports, Retail Banking
Education
Canisius College 2003 — 2007
Bachelor of Science (B.S.), Business Management
Lighthouse Comercial Insurance, Inc. July 2013 - Present
First Niagara Risk Management November 2010 - June 2013
Summit Insurance Companies June 1997 - November 2010
Liberty Mutual Insurance January 1994 - June 1997
Skills
Workers Compensation, Property, Commercial Lines, Commercial Insurance, Risk Management, Construction Insurance, Manufacturers Insurance, American Legion and VFW..., Insurance, Sales Management, Legal Liability
Education
Shippensburg University of Pennsylvania 1983 — 1987
BA, Public Relations
Council Rock
First Niagara Risk Management September 2014 - Present
Pierson & Smith, Inc., a division of First Niagara Risk Management April 2011 - September 2014
Pierson & Smith, Inc. June 2008 - July 2011
Connecticut Benefit Brokers January 2010 - December 2010
Time Warner Cable June 2007 - August 2007
Developmental Hockey League May 2005 - August 2006
Skills
Press Releases, Marketing, Editing, Blogging, Event Planning, Advertising, Internal Communications, Proposal Writing, Newsletters, Management, Account Management, Sales, Human Resources, Time Management, Research, Insurance, Social Networking, Social Media Marketing, Social Media, PowerPoint, Event Management, Public Speaking, Microsoft Office, Leadership, Microsoft Excel
Education
Bryant University 2004 — 2008
BA, Communication
First Niagara Risk Management July 2003 - Present
Atlantic Mutual July 1996 - May 2003
Fireman's Fund Insurance Company June 1986 - June 1996
Skills
Insurance, Property & Casualty..., Workers Compensation, Contractors
Education
State University of New York College at Buffalo 1984 — 1988
BS Industrial Technology, Industrial Engineering & Safety Minor, 3.0
ECC North
Associate of Science (A.S.), Industrial Engineering, 3.0
Gardener -- Hobby and Full-Time Obsession 2010 - Present
Royal Donuts 2007 - 2010
Sunbelt Business Advisors, Inc. 2005 - 2007
First Niagara Risk Management 1999 - 2005
Education
Austin Peay State University
BBA, Business Administration and Management, General
Roberts Wesleyan College
MSM, Business
University of Kentucky
Niacet Corporation May 2007 - Present
First Niagara Risk Management April 1991 - May 2007
Ernst & Young January 1987 - April 1991
Skills
Financial Reporting, Financial Accounting, Strategic Planning, Finance, Internal Controls, Financial Analysis, CPA, US GAAP, Accounting, Sarbanes-Oxley Act, Risk Management, Process Improvement, GAAP, Mergers & Acquisitions, SAP, Management
Education
University at Buffalo 1982 — 1987
BS, Accounting
AAA Insurance of Western and Central NY 2006 - Present
HSBC Insurance Agency July 2000 - September 2005
First Niagara Risk Management December 1995 - July 2000
Liberty Mutual Insurance June 1990 - December 1995
Skills
Insurance, Underwriting, Property & Casualty..., Sales Management, Customer Satisfaction, Sales, Risk Management, New Business Development, Account Management, Customer Service, Negotiation, Strategic Planning
Education
Bryant and Stratton College 1986 — 1988
Associate
Cardinal O'Hara HS
General Studies
First Niagara Risk Management November 2012 - Present
M&T Bank August 2010 - November 2012
OneBeacon Insurance 2004 - 2009
OneBeacon Insurance 1998 - 2004
Skills
Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, Insurance, Professional Liability, Workers Compensation, Casualty, Legal Liability, Liability, Brokers, Commercial Lines, Claim, Umbrella Insurance, Life Insurance, Reinsurance, D&O, Disability Insurance
Education
Niagara University
B.S., Management
First Niagara Risk Management February 2009 - January 2015
Independent Management Consultant August 2007 - February 2009
Ecovation August 2006 - May 2007
Choice One Communications May 2005 - August 2006
Wilmorite Property Management February 1997 - April 2005
Pyramid Management Group May 1994 - October 1996
Fust, Charles & Chambers CPA's May 1992 - May 1994
Ernst & Young 1989 - 1992
Skills
Financial Reporting, Financial Analysis, Finance, Forecasting, Mergers, Financial Modeling, Strategic Planning, Tax, Due Diligence, Budgets, Risk Management, Process Improvement, Auditing, Management, Strategic Financial..., Accounting, Cash Management, Mergers, Sarbanes-Oxley Act
Education
Le Moyne College 1985 — 1989
BS, Accounting & Taxation
First Niagara Risk Management September 2006 - Present
Merchants Insurance Group August 2001 - September 2006
Allied Claims Services August 1996 - August 2001
Skills
Property & Casualty..., Legal Liability, Personal Injury, Claim, Insurance, Liability, Casualty, Commercial Insurance, General Insurance, Commercial Lines, Professional Liability, Reinsurance, Underwriting, Workers Compensation, Mediation, Claims Management
Education
Erie Community College 1983 — 1984
Retired September 2015 - Present
First Niagara Risk management April 2011 - Present
Pierson & Smith Inc October 1980 - April 2011
Skills
Editing, Mergers, Financial Analysis, Real Estate, Strategic Planning, Social Media, Customer Service, Team Building
Education
Eastern Connecticut State University 1968 — 1972
Bachelor of Applied Science (BASc), Social Sciences
Haughey Insurance Agency LLC August 2014 - Present
First Niagara Risk Management March 2014 - August 2014
Allstate March 2013 - January 2014
Spataro Insurance Agency, Inc. December 1999 - March 2013
Jardine Group Services January 1996 - December 1999
Skills
Property & Casualty..., Casualty, Customer Service
Education
The Sage Colleges-Sage College of Albany 1990 — 1992
A.A.S, Marketing
Scotia Glenville High School 1984 — 1987
First Niagara Risk Management Vice President of Commercial SalesFirst Niagara Risk ManagementMarch 1988 - Present
First Niagara Risk Management 1988 - 2010
Education
St. John Fisher College 1970 — 1974
BBA, Business Administration/
State University of New York College at Brockport 1969 — 1973
physical education
First Niagara Risk Management Vice PresidentFirst Niagara Risk Management
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Insurance, Risk Management, Underwriting, General Insurance, Brokers, Casualty, Commercial Lines, Customer Service, Legal Liability, Liability, Sales, Surety Bonds, Workers Compensation, Casualty Insurance, Umbrella Insurance
Education
University at Buffalo 1960 — 1964
BS, Business Management
BW Employee Benefits, LLC September 2003 - Present
First Niagara Risk Management January 1999 - September 2003
Skills
Health Insurance, Retirement Planning, CPA, HRA, Investments, Tax, Due Diligence, Insurance, Strategic Planning, Benefits Administration, Small Business, Health Savings Accounts, Pensions, Term Life Insurance, Long-term Care, Retirement, Financial Planners, Employee Benefits, Life Insurance, 401k, Defined Benefit, Underwriting, Fixed Annuities
Education
State University of New York College at Brockport 1978 — 1982
BS, Accounting & Finance
Oakfield Alabama Central School 1974 — 1978
Lawley Insurance February 2012 - Present
Banking, Insurance and Surety January 2010 - December 2011
First Niagara Risk Management 2002 - 2009
Skills
Insurance, Banking, Financial Analysis, Underwriting, New Business Development, Portfolio Management, Loans, Process Improvement, Commercial Insurance, Retirement Planning, Finance, Risk Management, Financial Modeling, Property & Casualty..., Financial Risk, Customer Service, Mergers & Acquisitions, Investments, Leadership, Small Business, Strategic Planning, Umbrella Insurance, Health Insurance
Education
State University of New York at Buffalo - School of Management 1966 — 1968
MBA, Finance
St. John Fisher College 1962 — 1966
BS, Ecomonics
Aquinas Institute 1956 — 1960
High School Diploma
Stitch Fix December 2014 - Present
First Niagara Risk Management October 2008 - Present
Baldwin Senior High School July 2013 - Present
Bishop Canevin High School August 2011 - October 2011
Skills
Data Analysis, Risk Management, Strategy, Microsoft Office, Microsoft Excel
Education
Allegheny College 2004 — 2008
Bachelor, Economics
First Niagara Risk Management November 2013 - Present
USI Insurance Services October 2010 - October 2013
Bollinger Insurance February 2008 - October 2010
Commerce Insurance Services October 2002 - January 2008
Skills
Property & Casualty..., Insurance, Professional Liability, Underwriting, Workers Compensation, Risk Management, Casualty, Health Insurance, Disability Insurance, Commercial Insurance, Liability, Legal Liability, Umbrella Insurance, Brokers, Commercial Lines
Education
Lynchburg College 1987 — 1991
BA, Business
Buffalo Public Schools November 2014 - Present
City of Buffalo February 2013 - November 2014
Ernst & Young September 2009 - February 2013
Ernst & Young June 2008 - September 2008
Multisorb Technologies April 2007 - May 2008
First Niagara Risk Management May 2007 - March 2008
Skills
GAAP, Accounting, Internal Controls, Auditing, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Coaching, Project Management, CPA, Assurance, External Audit, US GAAP, Finance, Microsoft Excel
Education
Canisius College 2005 — 2009
BS, Professional Accounting & Accounting Information Systems
SBC Group,LLC April 2014 - Present
First Niagara Risk Management 2010 - March 2014
Banyan Consulting LLC May 2009 - March 2014
Sovereign Benefits Consulting April 2003 - May 2009
Waypoint Benefits Consulting April 2001 - April 2003
Skills
Health Insurance, Disability Insurance, Healthcare, Strategic Planning, Insurance, Employee Benefits, Underwriting, Health Savings Accounts, Benefits Administration, Life Insurance, Brokers, Medicare, 401k, Workers Compensation, Term Life Insurance
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Finance
First Niagara Risk Management June 2005 - Present
Rochester Business Alliance June 2002 - June 2005
Skills
Customer Relations, Event Planning, Word, Excel, Public Relations, Customer Service, PowerPoint, Insurance, Outlook, Photoshop, Marketing Strategy, Marketing Communications, Advertising, Event Management, Email Marketing, InDesign, Microsoft Word, Social Media Marketing, Social Networking, Marketing
Education
Saint Bonaventure University 1997 — 2000
Bachelors, Journalism and Mass Communication
West Irondequoit
First Niagara Risk Management March 1991 - Present
Matthews, Bartlett & Dedecker May 1977 - March 1991
Skills
Commercial Insurance, Insurance Marketing, Property & Casualty..., Carrier Relationship..., Carrier Contract..., Insurance, Commercial Lines, Workers Compensation, Marketing, Insurance Brokerage, Professional Liability, Casualty, CPCU, Underwriting, Health Insurance, D&O, Legal Liability
Education
Canisius College
CPCU, Insurance
First Niagara Risk Management Sales TrainerSAFECO InsuranceFebruary 1988 - December 2004
Education
State University of New York College at Oswego 1975 — 1979
BA, English/History
First Niagara Bank February 2004 - October 2014
First Niagara Risk Management 2004 - October 2014
Safeco Insurance August 1995 - January 2004
Skills
Underwriting, Commercial Insurance, Customer Service, Insurance, Casualty, Sales Management, Risk Management, Banking, Property & Casualty..., Loans, Casualty Insurance, General Insurance, Liability, Workers Compensation, Professional Liability, Cross Selling, Brokers, Sales
Education
State University of New York College at Brockport 1985 — 1989
BS, Marketing
First Niagara Risk Management March 2011 - Present
Liberty Mutual 2010 - March 2011
Arthur J. Gallagher & Co. 2009 - 2010
Wausau Insurance 1984 - 2009
Skills
Selling Skills, Workers Compensation, Wholesale, Property & Casualty..., Insurance, Sales, Risk Management, Legal Liability, Casualty Insurance, Casualty
Education
Rollins College 1976 — 1978
MS
Rochester Institute of Technology
BS
Rupp-Fiore/ Spodek Insurance agency December 2014 - Present
First Niagara Risk Management August 2010 - October 2014
RTI Insurance Services, Inc. February 2007 - August 2010
Chili's 2005 - 2007
CCO 1993 - 2005
Skills
New Business Development, Start-up Consulting, Sales Management, Customer Service, Helping Clients Succeed, Insurance, Commercial Insurance
Education
Messiah College 1989 — 1992
BA, Political Science
Wayland High School 1985 — 1987
Peters Township High School 1983 — 1985
Advantage Partners September 2013 - Present
Marsh & McLennan Agency March 2012 - October 2013
First Niagara Risk Management June 2008 - March 2012
Skills
Insurance
Education
State University of New York College at Geneseo 2000 — 2004
Jones School of Business, (AACSB Accredited), Business Administration and Management, General
Williamsville North High School 1996 — 2000
NYS Regents Diploma, Honor Roll
Hartford School of Insurance
Commercial Insururance
National Underwriter Company
"CLCS" Professional Designation, Commercial Lines Coverage Specialist
New York State Department of Financial Services
Property and Casualty Insurance Broker
First Niagara Risk Management January 2005 - Present
The Bostwick Group 1999 - 2005
The Bostwick Group 1987 - 1999
Skills
Property & Casualty..., Underwriting, Insurance, Professional Liability, Commercial Insurance, Casualty, Workers Compensation, Legal Liability, Liability, Commercial Lines, Umbrella Insurance, Employment Practices..., Inland Marine, Brokers, Risk Management, Small Business
Education
Babson College 1985 — 1987
MBA
St. Lawrence University 1981 — 1985
BA, Government
Hudson High School 1978 — 1981
First Niagara Risk Management August 2012 - Present
Federated Insurance February 2008 - August 2012
Skills
Workers Compensation, Cold Calling, Insurance, Property & Casualty..., Underwriting, Health Insurance, Disability Insurance, Umbrella Insurance, Life Insurance, General Insurance, Commercial Insurance, Casualty, Employment Practices..., Professional Liability, Legal Liability, Casualty Insurance
Education
University of Maryland College Park 2003 — 2007
BS, Marketing
First Niagara Risk Management 2003 - Present
OneBeacon Insurance 1981 - 2003
General Accident Insurance Company (Ja.) Limited 1981 - 2003
Skills
Word, PowerPoint, Excel, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Insurance, Underwriting, Outlook, Commercial Insurance, Risk Management, Customer Service, Employee Benefits
Education
Monroe Community College 1977 — 1979
AAS, Executive Assistant
First Niagara Risk Management May 2014 - Present
First Niagara Bank April 2013 - May 2014
EXPRESS October 2010 - December 2012
Monroe County Parks Department May 2005 - August 2012
Pizza Shack 2 May 2005 - September 2009
Skills
Data Analysis, Meteorology, Data Integration, Interpreting Data, Physics, Physical Sciences, Mathematical Modeling, Mathematical Analysis, Mathematical Physics, Sales, Landscaping, Food Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Churchville-Chili High School 2000 — 2004
Regents Diploma
BMA Consulting Services, Inc August 2014 - Present
First Niagara November 2011 - May 2014
First Niagara Risk Management 2011 - 2014
BMA Consulting Services, Inc. December 1999 - November 2011
Skills
Windows, Public Speaking, Workers Compensation..., Property & Liability..., Outlook, Customer Service, Research, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Teaching, Photoshop, HTML, Strategic Planning, Budgets
Education
Canisius College
Business Administration and Management, General
First Niagara Risk Management March 2011 - Present
Aon Risk Services August 2007 - March 2011
The Hartford Insurance Company November 2005 - June 2007
The Hartford Insurance Company November 2004 - November 2005
The Hartford Insurance Company January 2004 - November 2004
Skills
Defense Base Act, Property & Casualty..., Demolition, Property Management, Insurance, Commercial Insurance, Financial Risk, Workers Compensation, General Insurance, Contractors, Manufacturing, Healthcare, Retirement Homes, Nursing Homes, Environmental Compliance, Pollution Liability, Professional Liability, Directors & Officers..., Errors & Omissions, Trade Credit, CPCU, ARM, Licensed Property &..., Insurance Brokerage, Construction Insurance, Environmental Insurance, Flood Insurance, Umbrella Insurance
Education
Hobart and William Smith Colleges 1999 — 2003
Bachelor of Arts, History and Political Science
St Francis High School
Haylor, Freyer & Coon, Inc. January 2015 - Present
First Niagara Risk Management May 2009 - December 2014
Skills
Management, Account Management, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, General Insurance, Risk Management, Customer Service, Liability
Education
Onondaga Community College 1980 — 1984
Associate's degree, Business Administration and Management, General, 3.6
Onondaga Community College 1980 — 1984
Associate's degree, Business Administration and Management, General
First Niagara Risk Management July 2002 - Present
Cedarwood Insurance 2000 - 2002
Skills
Insurance, Commercial Insurance, Property & Casualty..., Microsoft Office, Risk Management, Underwriting, General Insurance, Liability, Workers Compensation, Health Insurance, Employee Benefits, Casualty Insurance
Education
Hofstra University 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Niagara National Inc. Commercial Lines Account ExecutiveNiagar National Inc.March 2015 - Present
Brown & Brown of New York March 2014 - January 2015
First Niagara Risk Management April 2008 - November 2012
Skills
Insurance, Property & Casualty..., General Insurance, Liability, Casualty Insurance, Workers Compensation, Professional Liability
Education
Bryant & Stratton College
NYS P & C Broker License