Heffernan Insurance Brokers
Industry: Insurance company
DescriptionFounded: 1978 Parent organization: Heffernan Group Foundation LLC Subsidiaries: Pilot Benefits Group, LLC, BCA Insurance Inc., FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportHeffernan Insurance BrokersWebsiteDirections Saved (0) Saved Save 1 Google review Insurance agency in Chesterfield, Missouri Address: 16100 Swingley Ridge Rd #250, Chesterfield, MO 63017 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (636) 536-2082Website: : Category: : : : : Place name: : Website: https://www.heffins.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Heffernan Insurance Brokers Posting publicly on the Web Write a review Reviews 1 Google review
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Heffernan Insurance Brokers Employees
Employee
Years
Job
Industry
Nicholas Nguyen Nicholas Nguyen's Heffernan Insurance Brokers Experience June 2013 - August 2013
Job Helping platforms create a seamless payment experience for their users
Industry Information Technology and Services
Experience
WePay July 2014 - Present
Riviera Finance October 2013 - June 2014
Emjoyment March 2014 - May 2014
Heffernan Insurance Brokers June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Social Media, Sales, Salesforce.com, Access, Hoovers, C++ Language, R, Economics, Twitter, Team Leadership, Business Ethics, Environmental Awareness, Customer Service, Marketing Strategy, Financial Modeling, Management, Risk Assessment, Data Analysis, Microsoft Office, Research, Financial Analysis, Social Networking, Analysis, Demand Generation, RVs
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Economics
Cathedral Catholic High School 2005 — 2010
High School Diploma
WePay July 2014 - Present
Riviera Finance October 2013 - June 2014
Emjoyment March 2014 - May 2014
Heffernan Insurance Brokers June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Social Media, Sales, Salesforce.com, Access, Hoovers, C++ Language, R, Economics, Twitter, Team Leadership, Business Ethics, Environmental Awareness, Customer Service, Marketing Strategy, Financial Modeling, Management, Risk Assessment, Data Analysis, Microsoft Office, Research, Financial Analysis, Social Networking, Analysis, Demand Generation, RVs
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Economics
Cathedral Catholic High School 2005 — 2010
High School Diploma
Kristyne Wada Kristyne Wada's Heffernan Insurance Brokers Experience June 2007 - September 2009
Job Assistant Vice President, Retail Finance at Union Bank
Industry Financial Services
Experience
MUFG Union Bank, N.A. July 2014 - Present
Protiviti, Inc. July 2011 - July 2014
Merryl Brown Events, LLC March 2011 - June 2011
The Alliance Group, Inc. March 2011 - June 2011
Protiviti June 2010 - July 2010
Heffernan Insurance Brokers June 2007 - September 2009
Skills
Internal Controls, Internal Audit, Enterprise Risk..., Analysis, Accounting, Teamwork, Business Process, Finance, Management, Leadership
Education
University of California, Santa Barbara 2007 — 2011
B.A.
Universiteit Utrecht 2010 — 2010
Carlmont High School 2003 — 2007
MUFG Union Bank, N.A. July 2014 - Present
Protiviti, Inc. July 2011 - July 2014
Merryl Brown Events, LLC March 2011 - June 2011
The Alliance Group, Inc. March 2011 - June 2011
Protiviti June 2010 - July 2010
Heffernan Insurance Brokers June 2007 - September 2009
Skills
Internal Controls, Internal Audit, Enterprise Risk..., Analysis, Accounting, Teamwork, Business Process, Finance, Management, Leadership
Education
University of California, Santa Barbara 2007 — 2011
B.A.
Universiteit Utrecht 2010 — 2010
Carlmont High School 2003 — 2007
Danielle Pennington Danielle Pennington's Heffernan Insurance Brokers Experience May 2008 - August 2008
Job Senior Registered Associate/ Financial Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Sherry Glover's Heffernan Insurance Brokers Experience April 2012 - May 2015
Job Client Manager at Barney & Barney Insurance Services LLC
Industry Insurance
Experience
Barney & Barney Insurance Services LLC June 2015 - Present
Heffernan Insurance Brokers April 2012 - May 2015
Heffernan Insurance Brokers March 2010 - May 2012
Whitman Samuelson Insurance 2009 - 2010
Heffernan Insurance Brokers 2007 - 2009
Brown and Brown Insurance 2005 - 2007
Premier Payroll May 2001 - August 2004
Skills
Workers Compensation, Insurance, Commercial Insurance, Claim, Legal Liability, Professional Liability, Commercial Lines, Employment Practices..., EPLI, General Insurance, Workers' Compensation..., Account Management, workers compensation..., Small Business..., Employee Training, Customer Service, Casualty Insurance, Liability, Brokers, Casualty, Property & Casualty..., Umbrella Insurance, Claims Management, Risk Management
Education
Santa Rosa Junior College
Barney & Barney Insurance Services LLC June 2015 - Present
Heffernan Insurance Brokers April 2012 - May 2015
Heffernan Insurance Brokers March 2010 - May 2012
Whitman Samuelson Insurance 2009 - 2010
Heffernan Insurance Brokers 2007 - 2009
Brown and Brown Insurance 2005 - 2007
Premier Payroll May 2001 - August 2004
Skills
Workers Compensation, Insurance, Commercial Insurance, Claim, Legal Liability, Professional Liability, Commercial Lines, Employment Practices..., EPLI, General Insurance, Workers' Compensation..., Account Management, workers compensation..., Small Business..., Employee Training, Customer Service, Casualty Insurance, Liability, Brokers, Casualty, Property & Casualty..., Umbrella Insurance, Claims Management, Risk Management
Education
Santa Rosa Junior College
Shanna Delph Shanna Delph's Heffernan Insurance Brokers Experience March 2006 - October 2006
Job Commercial Underwriting Officer at CNA Insurance
Industry Insurance
Experience
CNA Insurance May 2015 - Present
CNA Insurance September 2012 - May 2015
CNA Insurance March 2012 - September 2012
CNA Insurance September 2008 - March 2012
CNA Insurance November 2006 - September 2008
Heffernan Insurance Brokers March 2006 - October 2006
The Hartford October 2003 - March 2006
Skills
Underwriting, Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty, Liability, Insurance, Umbrella Insurance, General Insurance, Employment Practices..., Excess, Workers Compensation, Brokers, Management, People Management
Education
The University of Texas at San Antonio 1999 — 2002
BA, Marketing
CNA Insurance May 2015 - Present
CNA Insurance September 2012 - May 2015
CNA Insurance March 2012 - September 2012
CNA Insurance September 2008 - March 2012
CNA Insurance November 2006 - September 2008
Heffernan Insurance Brokers March 2006 - October 2006
The Hartford October 2003 - March 2006
Skills
Underwriting, Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty, Liability, Insurance, Umbrella Insurance, General Insurance, Employment Practices..., Excess, Workers Compensation, Brokers, Management, People Management
Education
The University of Texas at San Antonio 1999 — 2002
BA, Marketing
Jeff Hamlin's Heffernan Insurance Brokers Experience April 2010 - Present
Job Managing Vice President at "Best Place to Work" Heffernan Insurance Brokers San Francisco
Industry Insurance
Experience
Heffernan Insurance Brokers April 2010 - Present
Heffernan Group January 2001 - April 2010
Universal Underwriters Group/Zurich Direct January 1992 - January 2001
California Casualty January 1991 - January 1992
Education
University of California, Berkeley 1987 — 1991
BA, Economics
Heffernan Insurance Brokers April 2010 - Present
Heffernan Group January 2001 - April 2010
Universal Underwriters Group/Zurich Direct January 1992 - January 2001
California Casualty January 1991 - January 1992
Education
University of California, Berkeley 1987 — 1991
BA, Economics
Betsy Lee Betsy Lee's Heffernan Insurance Brokers Experience January 2014 - Present
Job Assistant VP Workers Comp Specialist at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2014 - Present
Propel Insurance July 2009 - December 2013
Liberty Mutual Insurance March 1988 - July 2009
Fullerton & Company A Division Of Brown & Brown Inc January 1975 - June 1980
Central East Agency October 1972 - November 1974
Skills
Health Savings Accounts, Employee Benefits, Professional Liability, Disability Insurance, Underwriting, Human Resources, PEO, Reinsurance, Term Life Insurance, Life Insurance, Brokers, Homeowners, Liability Analysis, Insurance, Claims Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Liability, Casualty Insurance, General Insurance, Legal Liability, Claim, Risk Management, Umbrella Insurance, Employment Practices..., Health Insurance, D&O
Education
Portland Community College 1972 — 1974
Associate's degree, Pre-Law Studies, 3.5
Mt. Hood Community College 1970 — 1972
Associates Degree, Business/Commerce, General, 3.8
Heffernan Insurance Brokers January 2014 - Present
Propel Insurance July 2009 - December 2013
Liberty Mutual Insurance March 1988 - July 2009
Fullerton & Company A Division Of Brown & Brown Inc January 1975 - June 1980
Central East Agency October 1972 - November 1974
Skills
Health Savings Accounts, Employee Benefits, Professional Liability, Disability Insurance, Underwriting, Human Resources, PEO, Reinsurance, Term Life Insurance, Life Insurance, Brokers, Homeowners, Liability Analysis, Insurance, Claims Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Liability, Casualty Insurance, General Insurance, Legal Liability, Claim, Risk Management, Umbrella Insurance, Employment Practices..., Health Insurance, D&O
Education
Portland Community College 1972 — 1974
Associate's degree, Pre-Law Studies, 3.5
Mt. Hood Community College 1970 — 1972
Associates Degree, Business/Commerce, General, 3.8
Summer Tokarz Summer Tokarz's Heffernan Insurance Brokers Experience 2005 - 2006
Job Senior Underwriter at PURE Group of Insurance Companies
Industry Insurance
Experience
PURE Group of Insurance Companies August 2014 - Present
Liberty International Underwriters September 2010 - July 2014
Chubb Insurance 2006 - September 2010
Heffernan Insurance Brokers 2005 - 2006
ABD Insurance and Financial Services 2002 - 2005
Abram & Meell, P.A., Attorneys at Law 2000 - 2002
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, D&O, Liability, Employment Practices..., Legal Liability, Casualty, Commercial Lines, Brokers, General Insurance, Reinsurance, Claim, Excess, Directors & Officers..., Risk Management, Umbrella Insurance, Property Claims, Workers Compensation, Claims Management
Education
Northern Arizona University 1998 — 2000
B.A., Psychology, Criminal Justice
University of Arizona 1996 — 1998
PURE Group of Insurance Companies August 2014 - Present
Liberty International Underwriters September 2010 - July 2014
Chubb Insurance 2006 - September 2010
Heffernan Insurance Brokers 2005 - 2006
ABD Insurance and Financial Services 2002 - 2005
Abram & Meell, P.A., Attorneys at Law 2000 - 2002
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, D&O, Liability, Employment Practices..., Legal Liability, Casualty, Commercial Lines, Brokers, General Insurance, Reinsurance, Claim, Excess, Directors & Officers..., Risk Management, Umbrella Insurance, Property Claims, Workers Compensation, Claims Management
Education
Northern Arizona University 1998 — 2000
B.A., Psychology, Criminal Justice
University of Arizona 1996 — 1998
Jeannie Merchant Stadler Jeannie Merchant Stadler's Heffernan Insurance Brokers Experience 2003 - 2007
Job Recruiting Operations Coordinator at Pacific Gas and Electric Company
Industry Human Resources
Experience
Pacific Gas and Electric Company May 2011 - Present
Seiberlich Accountancy Corporation January 1996 - December 2013
Moraga School District 2008 - 2010
Heffernan Insurance Brokers 2003 - 2007
Intraware 1999 - 2001
Skills
Taleo, Recruiting, Leadership, Leadership Development, Microsoft Office, Diversity & Inclusion, Outlook, Marketing, Applicant Tracking..., Human Resources, Fundraising, Strategic Planning, Program Management, Employee Relations, Organizational..., Training, Process Improvement, Onboarding, Time Management, Lean Six Sigma, Employee Training, Team Building, Management, Interviews, Talent Management, Performance Management, Payroll
Education
St. Mary's College of California 2012 — 2014
Master's Degree, Organizational Leadership
St. Mary's College of California 2008 — 2009
Teaching Credential, Education
University of San Francisco 1999 — 2001
BS, Organizational Behavior
Pacific Gas and Electric Company May 2011 - Present
Seiberlich Accountancy Corporation January 1996 - December 2013
Moraga School District 2008 - 2010
Heffernan Insurance Brokers 2003 - 2007
Intraware 1999 - 2001
Skills
Taleo, Recruiting, Leadership, Leadership Development, Microsoft Office, Diversity & Inclusion, Outlook, Marketing, Applicant Tracking..., Human Resources, Fundraising, Strategic Planning, Program Management, Employee Relations, Organizational..., Training, Process Improvement, Onboarding, Time Management, Lean Six Sigma, Employee Training, Team Building, Management, Interviews, Talent Management, Performance Management, Payroll
Education
St. Mary's College of California 2012 — 2014
Master's Degree, Organizational Leadership
St. Mary's College of California 2008 — 2009
Teaching Credential, Education
University of San Francisco 1999 — 2001
BS, Organizational Behavior
Lyndsay Ward Lyndsay Ward's Heffernan Insurance Brokers Experience June 2009 - August 2009
Job Business Process Consultant
Industry Financial Services
Experience
Protiviti July 2014 - Present
Robert Half April 2013 - Present
Winery Exchange, Inc October 2011 - March 2013
The MacAdvantage February 2011 - August 2011
Tangram Insurance Services June 2010 - August 2010
Heffernan Insurance Brokers June 2009 - August 2009
Skills
Oracle Applications, Microsoft Excel, Microsoft Office, Data Entry, Enterprise Software, Dedication to work, Internal Audit, Work Very Well with..., Sarbanes-Oxley Act, Critical Thinking, Always Punctual, Smart Worker, Customer Service, FileMaker, Access, Sales, TAM, PowerPoint, Marketing
Education
Sonoma State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Amador Valley High School
Protiviti July 2014 - Present
Robert Half April 2013 - Present
Winery Exchange, Inc October 2011 - March 2013
The MacAdvantage February 2011 - August 2011
Tangram Insurance Services June 2010 - August 2010
Heffernan Insurance Brokers June 2009 - August 2009
Skills
Oracle Applications, Microsoft Excel, Microsoft Office, Data Entry, Enterprise Software, Dedication to work, Internal Audit, Work Very Well with..., Sarbanes-Oxley Act, Critical Thinking, Always Punctual, Smart Worker, Customer Service, FileMaker, Access, Sales, TAM, PowerPoint, Marketing
Education
Sonoma State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Amador Valley High School
Callie Noceto Callie Noceto's Heffernan Insurance Brokers Experience June 2013 - August 2013
Job Associate, Digital Trading at MetaVision
Industry Marketing and Advertising
Experience
MetaVision Media - a GroupM Company September 2015 - Present
Initiative July 2015 - September 2015
Initiative March 2015 - July 2015
Bruin Advertising and Marketing Team October 2013 - June 2015
Giant Media by Adknowledge April 2014 - March 2015
Heffernan Insurance Brokers June 2013 - August 2013
Santa Barbara City College January 2013 - June 2013
Outback Steakhouse January 2011 - November 2012
Tropicana Gardens August 2011 - January 2012
Skills
Customer Service, Microsoft Excel, Management, Marketing, Time Management, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Research, Digital Media, Basecamp, comScore, Publication Development, Project Management
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Sociology
Santa Barbara City College 2010 — 2012
Business Administration and Management, General, 3.86
Las Lomas High School 2006 — 2010
MetaVision Media - a GroupM Company September 2015 - Present
Initiative July 2015 - September 2015
Initiative March 2015 - July 2015
Bruin Advertising and Marketing Team October 2013 - June 2015
Giant Media by Adknowledge April 2014 - March 2015
Heffernan Insurance Brokers June 2013 - August 2013
Santa Barbara City College January 2013 - June 2013
Outback Steakhouse January 2011 - November 2012
Tropicana Gardens August 2011 - January 2012
Skills
Customer Service, Microsoft Excel, Management, Marketing, Time Management, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Research, Digital Media, Basecamp, comScore, Publication Development, Project Management
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Sociology
Santa Barbara City College 2010 — 2012
Business Administration and Management, General, 3.86
Las Lomas High School 2006 — 2010
Heather Stone Heather Stone's Heffernan Insurance Brokers Experience November 2008 - February 2010
Job Associate Broker at CRC Insurance Services, Inc.
Industry Insurance
Experience
Corona Underwriters July 2013 - Present
CRC Insurance Services, Inc. July 2013 - Present
Crump Insurance November 2011 - July 2013
Colorado Casualty May 2010 - September 2011
Heffernan Insurance Brokers November 2008 - February 2010
Heffernan Insurance Brokers March 2008 - November 2008
Skills
Insurance, Professional Liability, Employment Practices..., D, Underwriting, Management, Marketing, Claim, Budgets, Property & Casualty..., Program Management, Commercial Insurance, Legal Liability, D&O, Workers Compensation, Commercial Lines
Education
San Jose State University 2001 — 2006
Bachelor's Degree of Science, Hospitality, Recreation, and Tourism Management
California Department of Insurance
License: Fire and Casualty Broker-Agent, Expiration Date: 08/31/2013
Corona Underwriters July 2013 - Present
CRC Insurance Services, Inc. July 2013 - Present
Crump Insurance November 2011 - July 2013
Colorado Casualty May 2010 - September 2011
Heffernan Insurance Brokers November 2008 - February 2010
Heffernan Insurance Brokers March 2008 - November 2008
Skills
Insurance, Professional Liability, Employment Practices..., D, Underwriting, Management, Marketing, Claim, Budgets, Property & Casualty..., Program Management, Commercial Insurance, Legal Liability, D&O, Workers Compensation, Commercial Lines
Education
San Jose State University 2001 — 2006
Bachelor's Degree of Science, Hospitality, Recreation, and Tourism Management
California Department of Insurance
License: Fire and Casualty Broker-Agent, Expiration Date: 08/31/2013
Joseph Talmadge's Heffernan Insurance Brokers Experience May 2006 - Present
Job Risk Management & Insurance, Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2006 - Present
CrossFit Potrero Hill, San Francisco September 2011 - Present
Skills
Risk Management, Operational Risk..., Commercial Insurance, Workers Compensation, Benefits, D&O, Insurance, Property & Casualty..., Liability, Professional Liability, General Liability, Brokers, Employee Benefits, Health Insurance, Umbrella, Casualty, General Insurance, Umbrella Insurance, Commercial Lines, Reinsurance, Underwriting, Financial Risk, Claim, Risk Financing, Inland Marine, Leadership, Executive Management, Risk Assessment, Captives, Employment Practices..., Legal Liability, Claims Management, Mergers & Acquisitions, Life Insurance
Education
Syracuse University 1997 — 2001
BS, Marketing
Syracuse University 1997 — 2001
BS, Information Technology
St. Ignatius College Prep 1993 — 1997
Heffernan Insurance Brokers May 2006 - Present
CrossFit Potrero Hill, San Francisco September 2011 - Present
Skills
Risk Management, Operational Risk..., Commercial Insurance, Workers Compensation, Benefits, D&O, Insurance, Property & Casualty..., Liability, Professional Liability, General Liability, Brokers, Employee Benefits, Health Insurance, Umbrella, Casualty, General Insurance, Umbrella Insurance, Commercial Lines, Reinsurance, Underwriting, Financial Risk, Claim, Risk Financing, Inland Marine, Leadership, Executive Management, Risk Assessment, Captives, Employment Practices..., Legal Liability, Claims Management, Mergers & Acquisitions, Life Insurance
Education
Syracuse University 1997 — 2001
BS, Marketing
Syracuse University 1997 — 2001
BS, Information Technology
St. Ignatius College Prep 1993 — 1997
Melissa Cooperman's Heffernan Insurance Brokers Experience May 2009 - August 2009
Job Supervisor, Customer Service and Sales Support at Invuity
Industry Medical Devices
Experience
Invuity, Inc. August 2013 - Present
Estech June 2011 - August 2013
Heffernan Insurance Brokers May 2009 - August 2009
Del Monte Aviation March 2008 - January 2009
Skills
Customer Service, ERP Software, Microsoft Office, Surgical Instruments, Sales Order Processing, Returns, Price Quotes, Telemarketing, Customer Relations, Telephone Reception, Inventory Management, Document Creation, Document Review, Close Attention to..., Loan Program Management, Sales, Management, Logistics, Invoicing, ERP, Administration, Microsoft Excel, Order Processing, Process Improvement, Product Launch, Medical Devices, Product Development, Capital Equipment, Market Development
Education
California State University - Monterey Bay 2007 — 2011
Bachelor of Arts (B.A.), Human Communication focus on Practical and Professional Ethics
University of California, Santa Cruz 2005 — 2007
General Education
Invuity, Inc. August 2013 - Present
Estech June 2011 - August 2013
Heffernan Insurance Brokers May 2009 - August 2009
Del Monte Aviation March 2008 - January 2009
Skills
Customer Service, ERP Software, Microsoft Office, Surgical Instruments, Sales Order Processing, Returns, Price Quotes, Telemarketing, Customer Relations, Telephone Reception, Inventory Management, Document Creation, Document Review, Close Attention to..., Loan Program Management, Sales, Management, Logistics, Invoicing, ERP, Administration, Microsoft Excel, Order Processing, Process Improvement, Product Launch, Medical Devices, Product Development, Capital Equipment, Market Development
Education
California State University - Monterey Bay 2007 — 2011
Bachelor of Arts (B.A.), Human Communication focus on Practical and Professional Ethics
University of California, Santa Cruz 2005 — 2007
General Education
Art Adams CPCU ARM CSRM Art Adams CPCU ARM CSRM's Heffernan Insurance Brokers Experience April 1997 - Present
Job Heffernan Insurance Brokers Menlo Park | Our Analytical Audit Saves You From Gaps & Overlaps
Industry Insurance
Experience
Heffernan Insurance Brokers April 1997 - Present
Hospice of the Valley, San Jose July 2008 - Present
Adopt International, San Francisco 2001 - Present
Los Gatos Morning Rotary Community Foundation June 2010 - June 2012
MBO Insurance Brokers 1997 - 2001
Skills
Nonprofits, Workers Compensation, Negotiation, Professional Liability, Property & Casualty..., Fundraising, Strategic Planning, Insurance, Commercial Insurance, Underwriting, Legal Liability, Risk Management
Education
The National Alliance for Insurance Education and Research 2009 — 2014
Certified School Risk Manager
The American Institute for Property and Liability Underwriters
Chartered Property Casualty Underwriter CPCU
Insurance Institute of America
Associate in Risk Management
University of California, Santa Barbara
Bachelor of Science, History
Heffernan Insurance Brokers April 1997 - Present
Hospice of the Valley, San Jose July 2008 - Present
Adopt International, San Francisco 2001 - Present
Los Gatos Morning Rotary Community Foundation June 2010 - June 2012
MBO Insurance Brokers 1997 - 2001
Skills
Nonprofits, Workers Compensation, Negotiation, Professional Liability, Property & Casualty..., Fundraising, Strategic Planning, Insurance, Commercial Insurance, Underwriting, Legal Liability, Risk Management
Education
The National Alliance for Insurance Education and Research 2009 — 2014
Certified School Risk Manager
The American Institute for Property and Liability Underwriters
Chartered Property Casualty Underwriter CPCU
Insurance Institute of America
Associate in Risk Management
University of California, Santa Barbara
Bachelor of Science, History
Deidre Quan's Heffernan Insurance Brokers Experience May 2010 - July 2010
Job Senior Financial Analyst at AOL Platforms
Industry Marketing and Advertising
Experience
AOL Platforms (acquired by Verizon) August 2014 - Present
Adap.tv (acquired by AOL) June 2013 - July 2014
Google August 2012 - May 2013
Google September 2011 - August 2012
Munch On Me (acquired by CollegeBudget) July 2011 - September 2011
UC Berkeley Workstation and Microcomputer Facilities November 2010 - May 2011
Allied Telesis July 2010 - August 2010
Heffernan Insurance Brokers May 2010 - July 2010
Skills
Sales Operations, Salesforce.com, Data Analysis, Microsoft Office, Business Process..., Revenue Forecasting, Competitive Analysis, Business Strategy, Microsoft Excel, Financial Analysis, Financial Reporting, Hyperion Financial..., Financial Modeling, Revenue Analysis, Project Management, Hyperion Planning, Lead Generation, Data Manipulation, Performance Metrics, Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor's Degree, Finance/Accounting
AOL Platforms (acquired by Verizon) August 2014 - Present
Adap.tv (acquired by AOL) June 2013 - July 2014
Google August 2012 - May 2013
Google September 2011 - August 2012
Munch On Me (acquired by CollegeBudget) July 2011 - September 2011
UC Berkeley Workstation and Microcomputer Facilities November 2010 - May 2011
Allied Telesis July 2010 - August 2010
Heffernan Insurance Brokers May 2010 - July 2010
Skills
Sales Operations, Salesforce.com, Data Analysis, Microsoft Office, Business Process..., Revenue Forecasting, Competitive Analysis, Business Strategy, Microsoft Excel, Financial Analysis, Financial Reporting, Hyperion Financial..., Financial Modeling, Revenue Analysis, Project Management, Hyperion Planning, Lead Generation, Data Manipulation, Performance Metrics, Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor's Degree, Finance/Accounting
Zackri L. Whitlow, CLCS's Heffernan Insurance Brokers Experience May 2010 - January 2011
Job Sr. Account Executive
Industry Insurance
Experience
Whitlow Insurance Solutions June 2011 - Present
Playboy Enterprises, Inc. June 2007 - Present
Heffernan Insurance Brokers May 2010 - January 2011
Sullivan Curtis Monroe Insurance Brokers May 2007 - July 2008
Pac Global Insurance Brokers October 2006 - April 2007
Prudential Financial January 2003 - April 2004
Skills
Workers Compensation, Property, Earthquake, Insurance, Commercial Insurance, Claim, Umbrella Insurance, Property & Casualty..., Underwriting, Health Insurance, Disability Insurance, General Insurance, Term Life Insurance, Professional Liability, Brokers, Life Insurance, Long-term Care, Training, Marketing, Casualty, Casualty Insurance
Education
University of Oklahoma 1999 — 2004
Bachelors, Liberal Studies with Emphasis of Administrative Leadership
Weatherford High School 1995 — 1999
High School Degree with Honors, Standard High School Curriculum & Honors Program
Whitlow Insurance Solutions June 2011 - Present
Playboy Enterprises, Inc. June 2007 - Present
Heffernan Insurance Brokers May 2010 - January 2011
Sullivan Curtis Monroe Insurance Brokers May 2007 - July 2008
Pac Global Insurance Brokers October 2006 - April 2007
Prudential Financial January 2003 - April 2004
Skills
Workers Compensation, Property, Earthquake, Insurance, Commercial Insurance, Claim, Umbrella Insurance, Property & Casualty..., Underwriting, Health Insurance, Disability Insurance, General Insurance, Term Life Insurance, Professional Liability, Brokers, Life Insurance, Long-term Care, Training, Marketing, Casualty, Casualty Insurance
Education
University of Oklahoma 1999 — 2004
Bachelors, Liberal Studies with Emphasis of Administrative Leadership
Weatherford High School 1995 — 1999
High School Degree with Honors, Standard High School Curriculum & Honors Program
Christina Dragwidge Christina Dragwidge's Heffernan Insurance Brokers Experience January 2000 - March 2003
Job Account Manager at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. December 2006 - Present
Arthur J. Gallagher & Co. Insurance Brokers January 2006 - Present
Dealey, Renton & Associates March 2003 - August 2006
2003 - 2006 March 2003 - August 2006
Heffernan Insurance Brokers January 2000 - March 2003
Heffernan Insurance Brokers January 2001 - January 2003
Education
San Francisco State University
Bachelor's degree, Psychology
San Francisco State University
BACHELOR OF ARTS, PSYCHOLOGY
Arthur J. Gallagher & Co. December 2006 - Present
Arthur J. Gallagher & Co. Insurance Brokers January 2006 - Present
Dealey, Renton & Associates March 2003 - August 2006
2003 - 2006 March 2003 - August 2006
Heffernan Insurance Brokers January 2000 - March 2003
Heffernan Insurance Brokers January 2001 - January 2003
Education
San Francisco State University
Bachelor's degree, Psychology
San Francisco State University
BACHELOR OF ARTS, PSYCHOLOGY
George Reisch, CIC George Reisch, CIC's Heffernan Insurance Brokers Experience November 2007 - September 2009
Job Senior Broker at Wood, Gutmann & Bogart Insurance Brokers
Industry Insurance
Experience
Wood Gutmann & Bogart Insurance Brokers September 2009 - Present
Heffernan Insurance Brokers November 2007 - September 2009
Federated Insurance October 2005 - November 2007
Skills
Workers Compensation, Property & Casualty..., Directors & Officers..., Employment Practices..., Contract Litigation..., Marketing, Insurance, Risk Management, Underwriting, Liability Analysis, Commercial Insurance, Captives, Casualty, Professional Liability, Umbrella Insurance, Brokers, Health Insurance, Liability, D&O, Reinsurance, Financial Risk, Legal Liability, General Insurance, Commercial Lines, Errors & Omissions, Excess, Casualty Insurance
Education
San Diego State University-California State University 2000 — 2005
BS, Finance
Wood Gutmann & Bogart Insurance Brokers September 2009 - Present
Heffernan Insurance Brokers November 2007 - September 2009
Federated Insurance October 2005 - November 2007
Skills
Workers Compensation, Property & Casualty..., Directors & Officers..., Employment Practices..., Contract Litigation..., Marketing, Insurance, Risk Management, Underwriting, Liability Analysis, Commercial Insurance, Captives, Casualty, Professional Liability, Umbrella Insurance, Brokers, Health Insurance, Liability, D&O, Reinsurance, Financial Risk, Legal Liability, General Insurance, Commercial Lines, Errors & Omissions, Excess, Casualty Insurance
Education
San Diego State University-California State University 2000 — 2005
BS, Finance
Nicholas van Rossum Nicholas van Rossum's Heffernan Insurance Brokers Experience January 2014 - Present
Job Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2014 - Present
US Forest Service July 2011 - November 2013
ASOSU Saferide April 2013 - June 2013
University of Oregon April 2011 - June 2012
Skills
Natural Resource..., Environmental Education, Field Work, Wildlife, Environmental Awareness, Outdoor Recreation, Spatial Analysis, Sustainability, Community Outreach, Backpacking, Public Speaking, Leadership, Management
Education
Oregon State University 2012 — 2013
Agroecology and Sustainable Agriculture
University of Oregon 2010 — 2012
Heffernan Insurance Brokers January 2014 - Present
US Forest Service July 2011 - November 2013
ASOSU Saferide April 2013 - June 2013
University of Oregon April 2011 - June 2012
Skills
Natural Resource..., Environmental Education, Field Work, Wildlife, Environmental Awareness, Outdoor Recreation, Spatial Analysis, Sustainability, Community Outreach, Backpacking, Public Speaking, Leadership, Management
Education
Oregon State University 2012 — 2013
Agroecology and Sustainable Agriculture
University of Oregon 2010 — 2012
Sally Zan's Heffernan Insurance Brokers Experience June 2002 - Present
Job Specialize in Hospitality & Construction insurance and risk management to reduce costs and exposures!
Industry Insurance
Experience
Heffernan Insurance Brokers June 2002 - Present
Boring-Johndrow-Leveroni-Vreeburg, Inc Insurance Services June 1997 - May 2002
Calco Insurance Brokers January 1993 - May 1997
Liberty Mutual Group March 1982 - December 1993
Skills
Workers Compensation, Professional Liability, Property & Casualty..., Employment Practices..., D&O, Umbrella Insurance, Commercial Insurance, Insurance, Legal Liability
Education
University of California, Los Angeles 1975 — 1977
Bachelor of Science, Political Science
Chico State
Heffernan Insurance Brokers June 2002 - Present
Boring-Johndrow-Leveroni-Vreeburg, Inc Insurance Services June 1997 - May 2002
Calco Insurance Brokers January 1993 - May 1997
Liberty Mutual Group March 1982 - December 1993
Skills
Workers Compensation, Professional Liability, Property & Casualty..., Employment Practices..., D&O, Umbrella Insurance, Commercial Insurance, Insurance, Legal Liability
Education
University of California, Los Angeles 1975 — 1977
Bachelor of Science, Political Science
Chico State
Benjamin Stern Benjamin Stern's Heffernan Insurance Brokers Experience October 2005 - Present
Job Managing Senior Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers October 2005 - Present
USI Insurance Services January 2004 - October 2005
Skills
D&O, Commercial Insurance, Workers Compensation, Insurance, Brokers, Casualty, Underwriting, Risk Management, Employment Practices..., Property & Casualty...
Education
University of Southern California 2001 — 2003
MBA, Finance
Pennsylvania State University 1994 — 1997
BS, Economics
Heffernan Insurance Brokers October 2005 - Present
USI Insurance Services January 2004 - October 2005
Skills
D&O, Commercial Insurance, Workers Compensation, Insurance, Brokers, Casualty, Underwriting, Risk Management, Employment Practices..., Property & Casualty...
Education
University of Southern California 2001 — 2003
MBA, Finance
Pennsylvania State University 1994 — 1997
BS, Economics
Blake Creager's Heffernan Insurance Brokers Experience January 2014 - Present
Job Account Executive at Heffernan Insurance Brokers
Industry Financial Services
Experience
Heffernan Insurance Brokers January 2014 - Present
Marsh July 2012 - January 2014
Marsh October 2010 - July 2012
Montesquieu Winery 2009 - 2010
National Retirement Partners May 2008 - October 2008
Gateway Partners, Inc. September 2006 - September 2007
Skills
Risk Management, Investments, Mergers, Due Diligence, Strategy, Commercial Insurance, Corporate Finance, Insurance, Asset Management, New Business Development, Private Equity, Financial Modeling, Market Research, Strategic Planning, Valuation, Financial Analysis, Brokers, Workers Compensation, Mutual Funds, Business Planning, Sales, Liability, Risk Financing, Professional Liability, Claim, Captives, Underwriting, General Insurance, Mergers & Acquisitions, Financial Risk
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Heffernan Insurance Brokers January 2014 - Present
Marsh July 2012 - January 2014
Marsh October 2010 - July 2012
Montesquieu Winery 2009 - 2010
National Retirement Partners May 2008 - October 2008
Gateway Partners, Inc. September 2006 - September 2007
Skills
Risk Management, Investments, Mergers, Due Diligence, Strategy, Commercial Insurance, Corporate Finance, Insurance, Asset Management, New Business Development, Private Equity, Financial Modeling, Market Research, Strategic Planning, Valuation, Financial Analysis, Brokers, Workers Compensation, Mutual Funds, Business Planning, Sales, Liability, Risk Financing, Professional Liability, Claim, Captives, Underwriting, General Insurance, Mergers & Acquisitions, Financial Risk
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Tamiko Bottari Joe Tamiko Bottari Joe's Heffernan Insurance Brokers Experience January 2009 - Present
Job Event Coordinator, Office Facilitator, Project Manager
Industry Executive Office
Experience
Heffernan Insurance Brokers January 2009 - Present
Heffernan Insurance Brokers September 2005 - December 2008
Heffernan Insurance Brokers September 2002 - September 2005
ABD Insurance and Financial Services July 2001 - September 2001
Skills
Assisting Executives, Office Administration, Event Planning, Corporate Events, Insurance, Brokers, Executive Support, Organization, Communication Skills, Salesforce.com, Meeting Planning
Education
University of California, Riverside 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Heffernan Insurance Brokers January 2009 - Present
Heffernan Insurance Brokers September 2005 - December 2008
Heffernan Insurance Brokers September 2002 - September 2005
ABD Insurance and Financial Services July 2001 - September 2001
Skills
Assisting Executives, Office Administration, Event Planning, Corporate Events, Insurance, Brokers, Executive Support, Organization, Communication Skills, Salesforce.com, Meeting Planning
Education
University of California, Riverside 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Steve Parkhurst Steve Parkhurst's Heffernan Insurance Brokers Experience March 2008 - Present
Job Commercial Insurance Broker at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers March 2008 - Present
Peregrine Lending Company March 2002 - December 2007
Skills
Insurance, Workers Compensation, D&O, Claims Administration, Commercial Insurance, General Liability, Commercial Auto, Commercial Property, Directors and Officers, E&O, Errros and Omissions, Employment Practices..., Commercial Real Estate, Commercial Vehicle, Property & Casualty..., Underwriting, Claim Investigation, Legal Liability, Professional Liability, Commercial Lines, Liability, Inland Marine, Captives, Reinsurance, Casualty, Umbrella Insurance, Risk Management, Liability Analysis, Brokers, Disability Insurance, General Insurance, Employee Benefits
Education
San Diego State University-California State University 1996 — 2001
Bachelor of Arts (B.A.), Communication
Las Lomas High School 1991 — 1995
Heffernan Insurance Brokers March 2008 - Present
Peregrine Lending Company March 2002 - December 2007
Skills
Insurance, Workers Compensation, D&O, Claims Administration, Commercial Insurance, General Liability, Commercial Auto, Commercial Property, Directors and Officers, E&O, Errros and Omissions, Employment Practices..., Commercial Real Estate, Commercial Vehicle, Property & Casualty..., Underwriting, Claim Investigation, Legal Liability, Professional Liability, Commercial Lines, Liability, Inland Marine, Captives, Reinsurance, Casualty, Umbrella Insurance, Risk Management, Liability Analysis, Brokers, Disability Insurance, General Insurance, Employee Benefits
Education
San Diego State University-California State University 1996 — 2001
Bachelor of Arts (B.A.), Communication
Las Lomas High School 1991 — 1995
Jennifer Rogerson Jennifer Rogerson's Heffernan Insurance Brokers Experience June 2005 - August 2012
Job Registered Nurse at CHI St. Alexius Health
Industry Hospital & Health Care
Experience
CHI St. Alexius Health February 2015 - Present
Good Samaritan Hospital April 2014 - June 2014
Heffernan Insurance Brokers June 2005 - August 2012
Skills
Advanced Cardiovascular..., Pediatric Advanced Life..., Basic Life Support..., Basic EKG/Pharmacology..., Property & Casualty..., Negotiation, Public Speaking, Commercial Insurance, Customer Service, Microsoft Office, Healthcare, Time Management, Microsoft Word, Microsoft Excel, Workers Compensation, Health Insurance, Insurance, PowerPoint
Education
De Anza College 2012 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse, 4.0 GPA
San Jose State University 2002 — 2005
Bachelor of Arts (B.A.), Art, 3.84 GPA - Magna Cum Laude
CHI St. Alexius Health February 2015 - Present
Good Samaritan Hospital April 2014 - June 2014
Heffernan Insurance Brokers June 2005 - August 2012
Skills
Advanced Cardiovascular..., Pediatric Advanced Life..., Basic Life Support..., Basic EKG/Pharmacology..., Property & Casualty..., Negotiation, Public Speaking, Commercial Insurance, Customer Service, Microsoft Office, Healthcare, Time Management, Microsoft Word, Microsoft Excel, Workers Compensation, Health Insurance, Insurance, PowerPoint
Education
De Anza College 2012 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse, 4.0 GPA
San Jose State University 2002 — 2005
Bachelor of Arts (B.A.), Art, 3.84 GPA - Magna Cum Laude
Chet Laws's Heffernan Insurance Brokers Experience February 2007 - July 2008
Job Vice President Business Development at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2011 - Present
Magnolia LTC Management Services, Inc./ Continuing Care Risk Retention Group (CCRRG) July 2010 - March 2011
Servpro of Petaluma / Rohnert Park May 2009 - July 2010
Costello & Sons Insurance (CSI) November 2008 - March 2009
Heffernan Insurance Brokers February 2007 - July 2008
ABD Insurance and Financial Services June 2001 - February 2007
Firemans Fund Insurance Company March 1985 - February 1997
Skills
New Business Development, Well-organized, Inter-personal, Exceptional People..., Legal Liability, Sales, Umbrella Insurance, Dentistry, Property, Policy, Automobile, Medicine, LTD, Insurance, Workers Compensation, Underwriting, Commercial Insurance, Property & Casualty..., Employee Benefits, Liability, Management, Salesforce.com, Marketing, Selling, Business Development, Customer Retention, Finance, Human Resources, Executive Management, Sales Management, Direct Marketing
Education
The National Alliance for Insurance Education & Research 2000 — 2012
CIC, CRM & ARM, Insurance
Marin Academy High School 1975 — 1979
HS, General
Saint Mary's College of California
Bachelor's, Business
Wells Fargo Insurance Services March 2011 - Present
Magnolia LTC Management Services, Inc./ Continuing Care Risk Retention Group (CCRRG) July 2010 - March 2011
Servpro of Petaluma / Rohnert Park May 2009 - July 2010
Costello & Sons Insurance (CSI) November 2008 - March 2009
Heffernan Insurance Brokers February 2007 - July 2008
ABD Insurance and Financial Services June 2001 - February 2007
Firemans Fund Insurance Company March 1985 - February 1997
Skills
New Business Development, Well-organized, Inter-personal, Exceptional People..., Legal Liability, Sales, Umbrella Insurance, Dentistry, Property, Policy, Automobile, Medicine, LTD, Insurance, Workers Compensation, Underwriting, Commercial Insurance, Property & Casualty..., Employee Benefits, Liability, Management, Salesforce.com, Marketing, Selling, Business Development, Customer Retention, Finance, Human Resources, Executive Management, Sales Management, Direct Marketing
Education
The National Alliance for Insurance Education & Research 2000 — 2012
CIC, CRM & ARM, Insurance
Marin Academy High School 1975 — 1979
HS, General
Saint Mary's College of California
Bachelor's, Business
Jeffrey Lue, SPHR Jeffrey Lue, SPHR's Heffernan Insurance Brokers Experience October 2012 - Present
Job Benefits Management
Industry Insurance
Experience
Heffernan Insurance Brokers October 2012 - Present
Wells Fargo Insurance Services January 2007 - October 2012
ABD Insurance and Financial Services March 2004 - December 2006
ABD Insurance and Financial Services September 2001 - February 2004
Liquid Audio January 2000 - June 2001
Skills
Employee Benefits, Strategic Planning, Negotiation, Benefits Management, Health Insurance, Benefits Design, Benefits Administration, COBRA, Open Enrollment, HIPAA, Renewals, Financial Forecasting, Healthcare, Disability Insurance, Voluntary Employee..., Contract Review, Contract Management, COBRA Administration, Leaves Of Absence, Compliance Audits, Market Evaluation, Bid Process Management, Health Care Reform, Group Insurance, Vendor Management, Employee Wellness, Customer Service, Relationship Management, Workers Compensation, Underwriting, Account Management, Management, Brokers, Insurance, Life Insurance
Education
San Jose State University
BS, Business Administration - Human Resource Management
Heffernan Insurance Brokers October 2012 - Present
Wells Fargo Insurance Services January 2007 - October 2012
ABD Insurance and Financial Services March 2004 - December 2006
ABD Insurance and Financial Services September 2001 - February 2004
Liquid Audio January 2000 - June 2001
Skills
Employee Benefits, Strategic Planning, Negotiation, Benefits Management, Health Insurance, Benefits Design, Benefits Administration, COBRA, Open Enrollment, HIPAA, Renewals, Financial Forecasting, Healthcare, Disability Insurance, Voluntary Employee..., Contract Review, Contract Management, COBRA Administration, Leaves Of Absence, Compliance Audits, Market Evaluation, Bid Process Management, Health Care Reform, Group Insurance, Vendor Management, Employee Wellness, Customer Service, Relationship Management, Workers Compensation, Underwriting, Account Management, Management, Brokers, Insurance, Life Insurance
Education
San Jose State University
BS, Business Administration - Human Resource Management
Erinn Stringer's Heffernan Insurance Brokers Experience June 2015 - Present
Job Customer Service Representative
Industry Insurance
Experience
Heffernan Insurance Brokers June 2015 - Present
Heffernan Insurance Brokers June 2014 - June 2015
Heffernan Insurance Brokers June 2013 - June 2014
HANG Art Gallery January 2013 - June 2013
Brown & Brown May 2010 - December 2011
Skills
Event Planning, PowerPoint, Facebook, Microsoft Word, Data Entry, Marketing, Microsoft Excel, Microsoft Office, Outlook, Photoshop, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Time Management, Client Services, Public Speaking
Education
University of San Francisco 2010 — 2014
Bachelor (B.A.), Fine/Studio Arts
Heffernan Insurance Brokers June 2015 - Present
Heffernan Insurance Brokers June 2014 - June 2015
Heffernan Insurance Brokers June 2013 - June 2014
HANG Art Gallery January 2013 - June 2013
Brown & Brown May 2010 - December 2011
Skills
Event Planning, PowerPoint, Facebook, Microsoft Word, Data Entry, Marketing, Microsoft Excel, Microsoft Office, Outlook, Photoshop, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Time Management, Client Services, Public Speaking
Education
University of San Francisco 2010 — 2014
Bachelor (B.A.), Fine/Studio Arts
Nora Adams Nora Adams's Heffernan Insurance Brokers Experience May 2009 - July 2010
Job Marriage and Family Therapist Intern at Richmond District After School Collaborative (RDASC) & SF Suicide Prevention
Industry Mental Health Care
Experience
San Francisco Suicide Prevention September 2013 - Present
Richmond District After School Collaborative (RDASC) September 2013 - July 2014
Saint Mary's Medical Center, McAuley Institute July 2012 - June 2013
San Francisco Suicide Prevention Center April 2011 - February 2012
Heffernan Insurance Brokers May 2009 - July 2010
The Council of Insurance Agents & Brokers July 2006 - October 2008
Skills
Non-profits, Strategic Planning, Teaching, Crisis Intervention, Group Therapy, Psychotherapy, Employee Benefits, Leadership, Leadership Development, Volunteer Management, Training, Social Services, Research, Mental Health, Microsoft Word, Public Relations, Strategic Communications, CBT, Counseling Psychology, Adolescents, Therapists, Treatment, Case Management, Behavioral Health, Psychology, Public Speaking, Nonprofits
Education
University of San Francisco 2011 — 2013
Master of Arts (MA), Counseling Psychology, emphasis in Marriage and Family Therapy (MFT)
UNC Chapel Hill 2002 — 2006
Bachelor of Arts (BA), English
San Francisco Suicide Prevention September 2013 - Present
Richmond District After School Collaborative (RDASC) September 2013 - July 2014
Saint Mary's Medical Center, McAuley Institute July 2012 - June 2013
San Francisco Suicide Prevention Center April 2011 - February 2012
Heffernan Insurance Brokers May 2009 - July 2010
The Council of Insurance Agents & Brokers July 2006 - October 2008
Skills
Non-profits, Strategic Planning, Teaching, Crisis Intervention, Group Therapy, Psychotherapy, Employee Benefits, Leadership, Leadership Development, Volunteer Management, Training, Social Services, Research, Mental Health, Microsoft Word, Public Relations, Strategic Communications, CBT, Counseling Psychology, Adolescents, Therapists, Treatment, Case Management, Behavioral Health, Psychology, Public Speaking, Nonprofits
Education
University of San Francisco 2011 — 2013
Master of Arts (MA), Counseling Psychology, emphasis in Marriage and Family Therapy (MFT)
UNC Chapel Hill 2002 — 2006
Bachelor of Arts (BA), English
Layla Azari's Heffernan Insurance Brokers Experience March 2012 - August 2012
Job Real Estate Contract Consultant
Industry Law Practice
Experience
Md7 August 2015 - Present
Thomas Jefferson School of Law August 2012 - May 2015
Public Defender August 2014 - December 2014
CLG Defense Group October 2013 - April 2014
Heffernan Insurance Brokers March 2012 - August 2012
ASG Samini Law Group October 2011 - February 2012
Bankers Life and Casualty April 2011 - August 2011
Skills
Legal, Team Leadership, Marketing, Computers, Legal Writing, Legal Assistance, Westlaw, Legal Research, International Law, Litigation, Public Speaking
Education
Thomas Jefferson School of Law 2012 — 2015
Juris Doctor
University of California, Irvine 2008 — 2010
Bachelor of Arts (BA), Social Ecology
Nova Southeastern University 2006 — 2008
Criminal Justice, Criminal Justice
Md7 August 2015 - Present
Thomas Jefferson School of Law August 2012 - May 2015
Public Defender August 2014 - December 2014
CLG Defense Group October 2013 - April 2014
Heffernan Insurance Brokers March 2012 - August 2012
ASG Samini Law Group October 2011 - February 2012
Bankers Life and Casualty April 2011 - August 2011
Skills
Legal, Team Leadership, Marketing, Computers, Legal Writing, Legal Assistance, Westlaw, Legal Research, International Law, Litigation, Public Speaking
Education
Thomas Jefferson School of Law 2012 — 2015
Juris Doctor
University of California, Irvine 2008 — 2010
Bachelor of Arts (BA), Social Ecology
Nova Southeastern University 2006 — 2008
Criminal Justice, Criminal Justice
Justin Branco's Heffernan Insurance Brokers Experience May 2012 - September 2012
Job Assistant Equipment Manager
Industry Construction
Experience
EIC Associates, Inc. January 2013 - Present
Heffernan Insurance Brokers May 2012 - September 2012
EIC Associates, Inc. July 2007 - April 2012
C&H Agency Inc May 2008 - August 2011
Skills
Leadership, Entrepreneurship, Business Development, Sales, Risk Management, New Business Development, Strategic Planning, Financial Risk, Insurance, Commercial Insurance, Account Management, Finance, CRM
Education
NJIT 2007 — 2012
Bachelor of Science (BS), Accounting and Business/Management
EIC Associates, Inc. January 2013 - Present
Heffernan Insurance Brokers May 2012 - September 2012
EIC Associates, Inc. July 2007 - April 2012
C&H Agency Inc May 2008 - August 2011
Skills
Leadership, Entrepreneurship, Business Development, Sales, Risk Management, New Business Development, Strategic Planning, Financial Risk, Insurance, Commercial Insurance, Account Management, Finance, CRM
Education
NJIT 2007 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Adam Del Castillo's Heffernan Insurance Brokers Experience June 2004 - June 2007
Job Senior District Manager at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource June 2007 - Present
Handicapables of Santa Rosa January 2007 - Present
Heffernan Insurance Brokers June 2004 - June 2007
ADP May 2001 - December 2003
Skills
Employee Benefits, Salesforce.com, Human Resources, Cold Calling, Talent Management, Insurance, Leadership, ADP Payroll, Personnel Management, Benefits Administration, PEO, Workers Compensation, Applicant Tracking..., Strategy, HRIS, Management, Account Management
Education
University of California, Santa Barbara 1995 — 1999
BA, Communications
ADP TotalSource June 2007 - Present
Handicapables of Santa Rosa January 2007 - Present
Heffernan Insurance Brokers June 2004 - June 2007
ADP May 2001 - December 2003
Skills
Employee Benefits, Salesforce.com, Human Resources, Cold Calling, Talent Management, Insurance, Leadership, ADP Payroll, Personnel Management, Benefits Administration, PEO, Workers Compensation, Applicant Tracking..., Strategy, HRIS, Management, Account Management
Education
University of California, Santa Barbara 1995 — 1999
BA, Communications
Nicole Proctor Evasovic's Heffernan Insurance Brokers Experience June 2010 - August 2010
Job Corporate Recruiter at Ross Stores, Inc.
Industry Human Resources
Experience
Ross Stores, Inc. November 2014 - Present
Safeway August 2013 - November 2014
Safeway March 2013 - August 2013
Safeway December 2012 - February 2013
Safeway July 2012 - December 2012
Praetorian Group February 2011 - July 2012
Heffernan Insurance Brokers June 2010 - August 2010
JanSport June 2009 - August 2009
Victorias Secret Stores June 2006 - December 2007
Skills
Attention To Detail, Hard Worker, Observant, Advertising, Public Relations, Microsoft Word, Press Releases, Marketing Communications, Microsoft Excel, Facebook, Social Media, Social Media Marketing, Recruiting, Talent Acquisition
Education
University of Nevada-Reno 2006 — 2010
BA, Psychology major and Human Development and Family Studies minor
Monte Vista High School 2002 — 2006
Ross Stores, Inc. November 2014 - Present
Safeway August 2013 - November 2014
Safeway March 2013 - August 2013
Safeway December 2012 - February 2013
Safeway July 2012 - December 2012
Praetorian Group February 2011 - July 2012
Heffernan Insurance Brokers June 2010 - August 2010
JanSport June 2009 - August 2009
Victorias Secret Stores June 2006 - December 2007
Skills
Attention To Detail, Hard Worker, Observant, Advertising, Public Relations, Microsoft Word, Press Releases, Marketing Communications, Microsoft Excel, Facebook, Social Media, Social Media Marketing, Recruiting, Talent Acquisition
Education
University of Nevada-Reno 2006 — 2010
BA, Psychology major and Human Development and Family Studies minor
Monte Vista High School 2002 — 2006
Nick Rey's Heffernan Insurance Brokers Experience October 2009 - March 2011
Job Broker at Crouse and Associates
Industry Insurance
Experience
Crouse and Associates April 2013 - Present
CNA Insurance July 2012 - April 2013
The Hartford March 2011 - July 2012
Heffernan Insurance Brokers October 2009 - March 2011
Lockton Companies June 2007 - June 2008
Lockton Companies June 2006 - September 2006
Skills
Microsoft Office, Teamwork, Data Analysis
Education
San Francisco State University 2008 — 2010
Masters of Business Administration, Finance, 3.6
University of California, Davis 2004 — 2007
Bachelor of Science, Managerial Economics, 3.6
Crouse and Associates April 2013 - Present
CNA Insurance July 2012 - April 2013
The Hartford March 2011 - July 2012
Heffernan Insurance Brokers October 2009 - March 2011
Lockton Companies June 2007 - June 2008
Lockton Companies June 2006 - September 2006
Skills
Microsoft Office, Teamwork, Data Analysis
Education
San Francisco State University 2008 — 2010
Masters of Business Administration, Finance, 3.6
University of California, Davis 2004 — 2007
Bachelor of Science, Managerial Economics, 3.6
Katelin Hebson Katelin Hebson's Heffernan Insurance Brokers Experience March 2012 - Present
Job Insurance Solutions For Businesses in the Midwest | Assistant Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers March 2012 - Present
Heffernan Insurance Brokers 2009 - March 2012
Heffernan Insurance Brokers January 2009 - October 2011
Bamboo Roll and Sushi October 2008 - May 2011
Skills
Commercial Insurance, Workers Compensation, Insurance, Property & Casualty..., Professional Liability, Risk Management, Life Insurance, Claim, General Insurance, Casualty, Reinsurance, Employment Practices..., Umbrella Insurance, Legal Liability, Underwriting, Captives, Inland Marine, Financial Risk, D&O, Brokers, Liability, Health Insurance, Homeowners, Risk Financing, Executive Management, Surety Bonds, Excess, Disability Insurance, Term Life Insurance, Directors & Officers..., Commercial Lines, Employee Benefits, Long-term Care, Insurance Brokerage, Claims Management, Account Management, Liability Analysis, Property, Sales, Health Savings Accounts, Fiduciary, Claim Investigation, Retirement, Licensed Property &..., Fixed Annuities, 401k, Management, Casualty Insurance
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Heffernan Insurance Brokers March 2012 - Present
Heffernan Insurance Brokers 2009 - March 2012
Heffernan Insurance Brokers January 2009 - October 2011
Bamboo Roll and Sushi October 2008 - May 2011
Skills
Commercial Insurance, Workers Compensation, Insurance, Property & Casualty..., Professional Liability, Risk Management, Life Insurance, Claim, General Insurance, Casualty, Reinsurance, Employment Practices..., Umbrella Insurance, Legal Liability, Underwriting, Captives, Inland Marine, Financial Risk, D&O, Brokers, Liability, Health Insurance, Homeowners, Risk Financing, Executive Management, Surety Bonds, Excess, Disability Insurance, Term Life Insurance, Directors & Officers..., Commercial Lines, Employee Benefits, Long-term Care, Insurance Brokerage, Claims Management, Account Management, Liability Analysis, Property, Sales, Health Savings Accounts, Fiduciary, Claim Investigation, Retirement, Licensed Property &..., Fixed Annuities, 401k, Management, Casualty Insurance
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Chloé Simpson Chloé Simpson's Heffernan Insurance Brokers Experience July 2015 - Present
Job Social Engagement Strategist at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers July 2015 - Present
Heffernan Insurance Brokers December 2014 - July 2015
Eclipse Microwave, Inc. October 2014 - December 2014
Farm House Local May 2013 - September 2014
J.Crew August 2009 - July 2014
Worldways Social Marketing September 2013 - December 2013
Association Florimont January 2012 - April 2012
Gymboree August 2008 - September 2009
Banana Republic / Gap Inc. January 2006 - November 2008
Skills
Social Media, Editing, Microsoft Office, Public Speaking, Social Networking, Research, Writing, Blogging, Creative Writing, Proofreading, Journalism, Technical Writing, Corporate Social Media, Social Media Marketing, Social Media Outreach, Community Engagement, Copy Editing
Education
University of Rhode Island 2012 — 2014
Bachelor of Arts (B.A.), Writing and Rhetoric, Public Relations
Heffernan Insurance Brokers July 2015 - Present
Heffernan Insurance Brokers December 2014 - July 2015
Eclipse Microwave, Inc. October 2014 - December 2014
Farm House Local May 2013 - September 2014
J.Crew August 2009 - July 2014
Worldways Social Marketing September 2013 - December 2013
Association Florimont January 2012 - April 2012
Gymboree August 2008 - September 2009
Banana Republic / Gap Inc. January 2006 - November 2008
Skills
Social Media, Editing, Microsoft Office, Public Speaking, Social Networking, Research, Writing, Blogging, Creative Writing, Proofreading, Journalism, Technical Writing, Corporate Social Media, Social Media Marketing, Social Media Outreach, Community Engagement, Copy Editing
Education
University of Rhode Island 2012 — 2014
Bachelor of Arts (B.A.), Writing and Rhetoric, Public Relations
Patricia Seffens Patricia Seffens's Heffernan Insurance Brokers Experience 2002 - 2005
Job Police Officer at City of Santa Rosa
Industry Government Administration
Experience
San Miguel Charter School January 2014 - Present
City of Santa Rosa August 2006 - Present
Exchange Bank November 2005 - April 2006
United States Army Reserve 2001 - 2006
Heffernan Insurance Brokers 2002 - 2005
Exchange Bank 1998 - 2002
Skills
Leadership, Customer Service, Public Speaking, Government, Policy, Community Outreach, Leadership Development, Training, PowerPoint, Microsoft Word, Microsoft Office, Research, Team Building, Outlook, Employee Training, Investigative Research, Military, Police
Education
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Santa Rosa Junior College 1997 — 2000
Associate of Arts (A.A.), General Studies
California Coast University
Master of Education (M.Ed.), Educational Leadership and Administration, General
San Miguel Charter School January 2014 - Present
City of Santa Rosa August 2006 - Present
Exchange Bank November 2005 - April 2006
United States Army Reserve 2001 - 2006
Heffernan Insurance Brokers 2002 - 2005
Exchange Bank 1998 - 2002
Skills
Leadership, Customer Service, Public Speaking, Government, Policy, Community Outreach, Leadership Development, Training, PowerPoint, Microsoft Word, Microsoft Office, Research, Team Building, Outlook, Employee Training, Investigative Research, Military, Police
Education
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Santa Rosa Junior College 1997 — 2000
Associate of Arts (A.A.), General Studies
California Coast University
Master of Education (M.Ed.), Educational Leadership and Administration, General
Matt Daulton's Heffernan Insurance Brokers Experience July 2015 - Present
Job Human Resources Generalist at Heffernan Insurance Brokers
Industry Human Resources
Experience
Heffernan Insurance Brokers July 2015 - Present
Menlo Circus Club July 2014 - July 2015
Round Hill Country Club March 2008 - July 2014
Round Hill Country Club May 2007 - February 2008
Moraga Country Club April 2005 - April 2007
Wells Fargo Financial September 2004 - February 2005
Skills
Employee Relations, Payroll, Talent Management, Employee Benefits, Business Strategy, Customer Service, Onboarding, New Hire Orientations, Human Resources, HRIS, Compensation & Benefit, Benefits Design, Benefits Administration, Management Training..., Retirement Benefits, Recruiting, Human Resource..., Strategic Planning, Communication Skills, Performance Management, Hiring Practices, Legal Compliance, Safety Training Programs, Labor Relations, Deferred Compensation, Management, Leadership, Hiring, Training
Education
St. Mary's College of California 2004 — 2006
B.A., Management
Heffernan Insurance Brokers July 2015 - Present
Menlo Circus Club July 2014 - July 2015
Round Hill Country Club March 2008 - July 2014
Round Hill Country Club May 2007 - February 2008
Moraga Country Club April 2005 - April 2007
Wells Fargo Financial September 2004 - February 2005
Skills
Employee Relations, Payroll, Talent Management, Employee Benefits, Business Strategy, Customer Service, Onboarding, New Hire Orientations, Human Resources, HRIS, Compensation & Benefit, Benefits Design, Benefits Administration, Management Training..., Retirement Benefits, Recruiting, Human Resource..., Strategic Planning, Communication Skills, Performance Management, Hiring Practices, Legal Compliance, Safety Training Programs, Labor Relations, Deferred Compensation, Management, Leadership, Hiring, Training
Education
St. Mary's College of California 2004 — 2006
B.A., Management
Marshall Nehring's Heffernan Insurance Brokers Experience January 2011 - Present
Job Vice President, Producer at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2011 - Present
National Agent Allliance November 2010 - Present
Federated Insurance 2008 - 2010
Blair Adhesive Products June 2007 - December 2008
Skills
Health Insurance, Insurance, Commercial Insurance, New Business Development, Employment Practices..., Cold Calling, Property & Casualty..., Customer Service, Employee Benefits, General Insurance, Disability Insurance, Professional Liability, Workers Compensation, Marketing, Sales, Underwriting, Brokers
Education
University of California, Santa Barbara 2003 — 2007
BA, Communications, Linguistics
Beaumont High School 1998 — 2002
GE, High School
Heffernan Insurance Brokers January 2011 - Present
National Agent Allliance November 2010 - Present
Federated Insurance 2008 - 2010
Blair Adhesive Products June 2007 - December 2008
Skills
Health Insurance, Insurance, Commercial Insurance, New Business Development, Employment Practices..., Cold Calling, Property & Casualty..., Customer Service, Employee Benefits, General Insurance, Disability Insurance, Professional Liability, Workers Compensation, Marketing, Sales, Underwriting, Brokers
Education
University of California, Santa Barbara 2003 — 2007
BA, Communications, Linguistics
Beaumont High School 1998 — 2002
GE, High School
Earl Butler, CPCU Earl Butler, CPCU's Heffernan Insurance Brokers Experience April 2006 - March 2008
Job President,Founder, Executive Control Insurance Servicesi
Industry Insurance
Experience
united agencies-highground insurance Senior Vice Presidentjohn burnham / union bankNovember 2001 - November 2008
union bank insurance services December 2002 - April 2008
Heffernan Insurance Brokers April 2006 - March 2008
Armstrong/Robitaille/Riegle Business and Insurance Solutions December 1997 - November 2001
anderson & anderson insurance April 1995 - September 1997
CalSurance Associates, A division of Brown & Brown Program Insurance Services, Inc. March 1985 - March 1988
California Casualty Management Company 1968 - 1983
Skills
Professional Liability
Education
San Jose State University
B.S., Industrial Management
San Jose State University
Bachelor's degree, Business Administration and Management, General
united agencies-highground insurance Senior Vice Presidentjohn burnham / union bankNovember 2001 - November 2008
union bank insurance services December 2002 - April 2008
Heffernan Insurance Brokers April 2006 - March 2008
Armstrong/Robitaille/Riegle Business and Insurance Solutions December 1997 - November 2001
anderson & anderson insurance April 1995 - September 1997
CalSurance Associates, A division of Brown & Brown Program Insurance Services, Inc. March 1985 - March 1988
California Casualty Management Company 1968 - 1983
Skills
Professional Liability
Education
San Jose State University
B.S., Industrial Management
San Jose State University
Bachelor's degree, Business Administration and Management, General
Debbie Shields Debbie Shields's Heffernan Insurance Brokers Experience May 2015 - Present
Job Account Executive at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2015 - Present
J.W. Terrill October 2014 - Present
Combined Worksite Solutions September 2014 - October 2014
Humana January 2009 - July 2014
JetDirect Aviation August 2007 - January 2009
Mercer Health & Benefits October 1996 - August 2007
UnitedHealth Group 1992 - 1996
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Microsoft Word, Customer Service, Microsoft Excel, Benefits Administration, Microsoft Office, Brokers, Term Life Insurance, Life Insurance, Health Savings Accounts, Workers Compensation, Underwriting, Account Management, Sales, Strategic Planning, Management
Education
St Charles Community College 2015 — 2015
Personal Fitness Trainer Certification
Pattonville High School
Heffernan Insurance Brokers May 2015 - Present
J.W. Terrill October 2014 - Present
Combined Worksite Solutions September 2014 - October 2014
Humana January 2009 - July 2014
JetDirect Aviation August 2007 - January 2009
Mercer Health & Benefits October 1996 - August 2007
UnitedHealth Group 1992 - 1996
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Microsoft Word, Customer Service, Microsoft Excel, Benefits Administration, Microsoft Office, Brokers, Term Life Insurance, Life Insurance, Health Savings Accounts, Workers Compensation, Underwriting, Account Management, Sales, Strategic Planning, Management
Education
St Charles Community College 2015 — 2015
Personal Fitness Trainer Certification
Pattonville High School
Keith W. Newell Keith W. Newell's Heffernan Insurance Brokers Experience February 2010 - February 2014
Job Managing Director, HUB International
Industry Insurance
Experience
HUB International February 2014 - Present
Heffernan Insurance Brokers February 2010 - February 2014
Aon Risk Solutions June 2007 - February 2010
Lockton Insurance Brokers August 1997 - June 2007
Skills
Risk Management, Insurance, Surety, Construction, Employee Benefits, Financial Analysis, Workers Compensation, Team Building, Contract Review, Banking, Fitness, Triathlon, Nonprofits, Running, Contract Negotiation, Management, Contract Management, Professional Liability, Property, Solution Architecture, Underwriting
Education
USC 1996 — 1996
Executive Program, Business Administration
Susquehanna University 1981 — 1985
BA, Political Science, Sociology
HUB International February 2014 - Present
Heffernan Insurance Brokers February 2010 - February 2014
Aon Risk Solutions June 2007 - February 2010
Lockton Insurance Brokers August 1997 - June 2007
Skills
Risk Management, Insurance, Surety, Construction, Employee Benefits, Financial Analysis, Workers Compensation, Team Building, Contract Review, Banking, Fitness, Triathlon, Nonprofits, Running, Contract Negotiation, Management, Contract Management, Professional Liability, Property, Solution Architecture, Underwriting
Education
USC 1996 — 1996
Executive Program, Business Administration
Susquehanna University 1981 — 1985
BA, Political Science, Sociology
Allyson Zan's Heffernan Insurance Brokers Experience 2008 - 2008
Job International Research Associate at VENDOME ASSOCIES
Industry Human Resources
Experience
VENDOME ASSOCIES July 2014 - Present
GLOBAL Technologies February 2014 - July 2014
Stanton Wallace July 2013 - January 2014
Saba July 2012 - September 2012
GleeClub English School February 2012 - June 2012
Saba March 2012 - May 2012
Saba June 2011 - September 2011
French Ministry of Education October 2010 - May 2011
Heffernan Insurance Brokers 2008 - 2008
Skills
French, Recruiting, Human Resources, Research, Microsoft Office, Social Media, Interviews, Event Planning, Social Networking, Teamwork, Public Relations, Translation, Business Intelligence, Management, Microsoft Excel, PowerPoint, Event Management, Microsoft Word, Global Business..., Training, Marketing Communications, Data Analysis, Public Speaking, International..., Executive Search, Applicant Tracking..., Technical Recruiting
Education
Paris School of Business 2012 — 2013
Master of Science (M.Sc.), International Management
Cours de Civilisation Francaise de la Sorbonne 2012 — 2012
French Language Certificate, French Language and Literature, Assez Bien
Purdue University 2006 — 2010
Bachelor of Arts, Political Science
VENDOME ASSOCIES July 2014 - Present
GLOBAL Technologies February 2014 - July 2014
Stanton Wallace July 2013 - January 2014
Saba July 2012 - September 2012
GleeClub English School February 2012 - June 2012
Saba March 2012 - May 2012
Saba June 2011 - September 2011
French Ministry of Education October 2010 - May 2011
Heffernan Insurance Brokers 2008 - 2008
Skills
French, Recruiting, Human Resources, Research, Microsoft Office, Social Media, Interviews, Event Planning, Social Networking, Teamwork, Public Relations, Translation, Business Intelligence, Management, Microsoft Excel, PowerPoint, Event Management, Microsoft Word, Global Business..., Training, Marketing Communications, Data Analysis, Public Speaking, International..., Executive Search, Applicant Tracking..., Technical Recruiting
Education
Paris School of Business 2012 — 2013
Master of Science (M.Sc.), International Management
Cours de Civilisation Francaise de la Sorbonne 2012 — 2012
French Language Certificate, French Language and Literature, Assez Bien
Purdue University 2006 — 2010
Bachelor of Arts, Political Science
Filip Slusarczyk Filip Slusarczyk's Heffernan Insurance Brokers Experience December 2014 - Present
Job Assistant Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers December 2014 - Present
Hays Companies October 2011 - October 2014
State Farm Financial Services January 2011 - October 2011
Sterling Trader Pro September 2006 - October 2010
Foxtons 2003 - 2006
Skills
Property & Casualty..., Underwriting, Insurance Brokerage, Workers Compensation, Account Management, Risk Management, Life Insurance, Strategic Planning, Brokers, Negotiation, Sales Management, Umbrella Insurance, Employee Benefits, Employment Practices..., Marketing, Claims Management, Liability, Professional Liability, Real Estate, Financial Analysis, Captives, Foreign Languages, FEMA Elevation..., Due Diligence, Enterprise Risk..., Employee Benefits Design, Environmental Insurance, Liability Analysis, Business Interruption, OSHA compliance, Employee Wellness..., Confined Space..., mid-term insurance..., Captive Insurance..., First Report of Injury..., self-insured retention..., HIPAA, Scaffold Law, Performance Bonds, Builder's Risk, Claim Management, Insurance Audits, Payment Bonds, Labor Law 241(6), Section 1031, Safety Groups (WC)
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
International Business & Mass Media
St Peters Prep
Heffernan Insurance Brokers December 2014 - Present
Hays Companies October 2011 - October 2014
State Farm Financial Services January 2011 - October 2011
Sterling Trader Pro September 2006 - October 2010
Foxtons 2003 - 2006
Skills
Property & Casualty..., Underwriting, Insurance Brokerage, Workers Compensation, Account Management, Risk Management, Life Insurance, Strategic Planning, Brokers, Negotiation, Sales Management, Umbrella Insurance, Employee Benefits, Employment Practices..., Marketing, Claims Management, Liability, Professional Liability, Real Estate, Financial Analysis, Captives, Foreign Languages, FEMA Elevation..., Due Diligence, Enterprise Risk..., Employee Benefits Design, Environmental Insurance, Liability Analysis, Business Interruption, OSHA compliance, Employee Wellness..., Confined Space..., mid-term insurance..., Captive Insurance..., First Report of Injury..., self-insured retention..., HIPAA, Scaffold Law, Performance Bonds, Builder's Risk, Claim Management, Insurance Audits, Payment Bonds, Labor Law 241(6), Section 1031, Safety Groups (WC)
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
International Business & Mass Media
St Peters Prep
Brittany Young Brittany Young's Heffernan Insurance Brokers Experience June 2007 - Present
Job Sales associate at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers June 2007 - Present
Education
Saint Mary's College of California
Heffernan Insurance Brokers June 2007 - Present
Education
Saint Mary's College of California
Elizabeth Carson Flegal Elizabeth Carson Flegal's Heffernan Insurance Brokers Experience July 2004 - November 2006
Job Underwriter at XL Catlin
Industry Insurance
Experience
XL Catlin November 2013 - Present
ACE USA May 2008 - November 2013
Wells Fargo October 2007 - March 2008
Restoration Hardware November 2006 - August 2007
Heffernan Insurance Brokers July 2004 - November 2006
Skills
Professional Liability, Social Media, Insurance, Underwriting, Marketing Strategy, Marketing Communications, Advertising, Strategic Communications, Public Relations, Sales, Property & Casualty..., Marketing, Strategic Planning, Corporate Communications, Commercial Insurance, Photography
Education
University of Oregon 2000 — 2004
BA, Journalism and Communications
Università per Stranieri di Perugia 2002 — 2002
Italian
XL Catlin November 2013 - Present
ACE USA May 2008 - November 2013
Wells Fargo October 2007 - March 2008
Restoration Hardware November 2006 - August 2007
Heffernan Insurance Brokers July 2004 - November 2006
Skills
Professional Liability, Social Media, Insurance, Underwriting, Marketing Strategy, Marketing Communications, Advertising, Strategic Communications, Public Relations, Sales, Property & Casualty..., Marketing, Strategic Planning, Corporate Communications, Commercial Insurance, Photography
Education
University of Oregon 2000 — 2004
BA, Journalism and Communications
Università per Stranieri di Perugia 2002 — 2002
Italian
Anna Mar Anna Mar's Heffernan Insurance Brokers Experience June 2013 - November 2013
Job Staff Services Analyst at California Department of Insurance
Industry Government Administration
Experience
California Department of Insurance March 2014 - Present
Nexant December 2013 - February 2014
Heffernan Insurance Brokers June 2013 - November 2013
Mt. View Sanitary District January 2013 - June 2013
Central Garden and Pet January 2013 - April 2013
Rimkus Consulting Group August 2012 - November 2012
ITT Technical Institute June 2012 - July 2012
Town of Discovery Bay 2012 - 2012
Skills
Microsoft Excel, Office Management, Data Entry, Teamwork, Telephone Skills, Human Resources, Outlook, Administrative..., Customer Service, Coordination, Keyboards, Microsoft Office, Microsoft Word, PowerPoint, YouTube, Sales, Data Analysis, Analytics, Mathematics, Problem Solving, Presentations, Organization, Time Management, Confidentiality, Ultipro, Work Ethic, Business Ethics, Social Media, Administrative...
Education
San Francisco State University 2007 — 2012
Bachelor's degree, Business Administration and Management, General
California Department of Insurance March 2014 - Present
Nexant December 2013 - February 2014
Heffernan Insurance Brokers June 2013 - November 2013
Mt. View Sanitary District January 2013 - June 2013
Central Garden and Pet January 2013 - April 2013
Rimkus Consulting Group August 2012 - November 2012
ITT Technical Institute June 2012 - July 2012
Town of Discovery Bay 2012 - 2012
Skills
Microsoft Excel, Office Management, Data Entry, Teamwork, Telephone Skills, Human Resources, Outlook, Administrative..., Customer Service, Coordination, Keyboards, Microsoft Office, Microsoft Word, PowerPoint, YouTube, Sales, Data Analysis, Analytics, Mathematics, Problem Solving, Presentations, Organization, Time Management, Confidentiality, Ultipro, Work Ethic, Business Ethics, Social Media, Administrative...
Education
San Francisco State University 2007 — 2012
Bachelor's degree, Business Administration and Management, General
RaLinda Ginocchio DTR's Heffernan Insurance Brokers Experience January 2000 - May 2015
Job Account Manager at Sadler & Company, Inc.
Industry Health, Wellness and Fitness
Experience
Sadler & Company, Inc. June 2015 - Present
Center For Well Being January 2013 - Present
Healthy Meals Just for You August 2012 - Present
Heffernan Insurance Brokers January 2000 - May 2015
The American Academy of Sports Dietitians and Nutritionists June 2012 - November 2012
Santa Rosa School DIstrict August 2011 - September 2012
The Redwood Empire Food Bank June 2012 - July 2012
Finely Fit Nutrition Services January 2011 - August 2011
Skills
Nutritional Counseling, Nutrition, Dietetics, Public Speaking, Wellness, Nutrition Education, Microsoft Office, Health Education, PowerPoint, Customer Service, Counseling, Supervisory Skills, Cooking, Teaching, Fitness, Food Safety, Account Management, Grant Writing, Newsletters, Property & Casualty..., Risk Management, Account Executives, Personal Chef Services, Personal Shopping, Serve Safe Certified, Health Promotion, Wellness Coaching
Education
Academy of Nutrition and Dietetics 2012 — 2012
Certificate of Training for Childhood Obesity, Dietetic Technician
Santa Rosa Junior College 2008 — 2010
AS, Dietetic Technician
Santa Rosa Junior College 2006 — 2008
AS, Social and Behavioral Science
Sadler & Company, Inc. June 2015 - Present
Center For Well Being January 2013 - Present
Healthy Meals Just for You August 2012 - Present
Heffernan Insurance Brokers January 2000 - May 2015
The American Academy of Sports Dietitians and Nutritionists June 2012 - November 2012
Santa Rosa School DIstrict August 2011 - September 2012
The Redwood Empire Food Bank June 2012 - July 2012
Finely Fit Nutrition Services January 2011 - August 2011
Skills
Nutritional Counseling, Nutrition, Dietetics, Public Speaking, Wellness, Nutrition Education, Microsoft Office, Health Education, PowerPoint, Customer Service, Counseling, Supervisory Skills, Cooking, Teaching, Fitness, Food Safety, Account Management, Grant Writing, Newsletters, Property & Casualty..., Risk Management, Account Executives, Personal Chef Services, Personal Shopping, Serve Safe Certified, Health Promotion, Wellness Coaching
Education
Academy of Nutrition and Dietetics 2012 — 2012
Certificate of Training for Childhood Obesity, Dietetic Technician
Santa Rosa Junior College 2008 — 2010
AS, Dietetic Technician
Santa Rosa Junior College 2006 — 2008
AS, Social and Behavioral Science
Jordann Coleman Jordann Coleman's Heffernan Insurance Brokers Experience June 2004 - Present
Job Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers June 2004 - Present
Skills
Non-profits, Workers Compensation, Food Industry, Insurance, Brokers, Hospitality Industry, Casualty, Restaurants, Legal Liability, Nonprofits, Liability, Professional Liability, D&O, Employment Practices..., Commercial Insurance, Umbrella Insurance, Underwriting, Directors & Officers..., Commercial Lines, General Insurance, Excess, Casualty Insurance
Education
Saint Mary's College of California 2000 — 2004
BSE, Business Administration & Kineisology
Heffernan Insurance Brokers June 2004 - Present
Skills
Non-profits, Workers Compensation, Food Industry, Insurance, Brokers, Hospitality Industry, Casualty, Restaurants, Legal Liability, Nonprofits, Liability, Professional Liability, D&O, Employment Practices..., Commercial Insurance, Umbrella Insurance, Underwriting, Directors & Officers..., Commercial Lines, General Insurance, Excess, Casualty Insurance
Education
Saint Mary's College of California 2000 — 2004
BSE, Business Administration & Kineisology
John DeFazio CPCU ARM John DeFazio CPCU ARM's Heffernan Insurance Brokers Experience 2008 - Present
Job Southern California Practice Leader Nonprofit Institutions
Industry Insurance
Experience
Heffernan Insurance Brokers 2008 - Present
InsureMyEquipment.com 2008 - Present
Shelter Partnership 2002 - Present
DeWitt Stern Group March 2006 - July 2008
Frenkel & Company 1999 - 2006
DeFazio & Company 1989 - 1999
Education
University of California, Santa Barbara 1973 — 1978
BA, Biology
University of California, Los Angeles
Bachelor's degree, Biology/Biological Sciences, General
Heffernan Insurance Brokers 2008 - Present
InsureMyEquipment.com 2008 - Present
Shelter Partnership 2002 - Present
DeWitt Stern Group March 2006 - July 2008
Frenkel & Company 1999 - 2006
DeFazio & Company 1989 - 1999
Education
University of California, Santa Barbara 1973 — 1978
BA, Biology
University of California, Los Angeles
Bachelor's degree, Biology/Biological Sciences, General
Lenny Newman Lenny Newman's Heffernan Insurance Brokers Experience 2009 - 2011
Job HARD WORK NEVER FAILS
Industry Insurance
Experience
Arthur J. Gallagher & Co. February 2015 - Present
West Coast Branding April 2013 - December 2014
USA Marketing January 2012 - April 2013
Heffernan Insurance Brokers 2009 - 2011
Skills
Commercial Insurance, Property, Insurance, Liability, Underwriting, Workers Compensation, General Insurance, Sales, Umbrella Insurance, Claim, Casualty Insurance, Professional Liability, Brokers, Claims Management, Inland Marine, Insurance Brokerage, Management, Leadership, Customer Service, Liability Analysis, Strategic Planning, Marine Insurance, Customer Retention, New Business Development, Accident, Account Management, Customer Satisfaction, Customer Relations
Education
University of Nevada-Las Vegas 2011 — 2013
2013 business finance, Business Administration, Management and Operations
Monte vista high school 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Arthur J. Gallagher & Co. February 2015 - Present
West Coast Branding April 2013 - December 2014
USA Marketing January 2012 - April 2013
Heffernan Insurance Brokers 2009 - 2011
Skills
Commercial Insurance, Property, Insurance, Liability, Underwriting, Workers Compensation, General Insurance, Sales, Umbrella Insurance, Claim, Casualty Insurance, Professional Liability, Brokers, Claims Management, Inland Marine, Insurance Brokerage, Management, Leadership, Customer Service, Liability Analysis, Strategic Planning, Marine Insurance, Customer Retention, New Business Development, Accident, Account Management, Customer Satisfaction, Customer Relations
Education
University of Nevada-Las Vegas 2011 — 2013
2013 business finance, Business Administration, Management and Operations
Monte vista high school 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Laila Kazmi Laila Kazmi's Heffernan Insurance Brokers Experience July 2015 - September 2015
Job Student Alumni Outreach Coordinator at Stevenson College, UC Santa Cruz
Industry
Experience
Heffernan Insurance Brokers July 2015 - September 2015
SSTELLA Research Project January 2014 - August 2015
Stevenson College, University of California, Santa Cruz September 2014 - June 2015
Little Munchkins Academy June 2008 - June 2015
Ross Stores, Inc. August 2014 - September 2014
Krispy Kreme July 2014 - September 2014
Skills
Editing, Research
Education
University of California, Santa Cruz 2013 — 2017
Politics, Sociology, & Legal Studies
Salesian High School 2009 — 2013
Heffernan Insurance Brokers July 2015 - September 2015
SSTELLA Research Project January 2014 - August 2015
Stevenson College, University of California, Santa Cruz September 2014 - June 2015
Little Munchkins Academy June 2008 - June 2015
Ross Stores, Inc. August 2014 - September 2014
Krispy Kreme July 2014 - September 2014
Skills
Editing, Research
Education
University of California, Santa Cruz 2013 — 2017
Politics, Sociology, & Legal Studies
Salesian High School 2009 — 2013
Chris Ljungkull Chris Ljungkull's Heffernan Insurance Brokers Experience July 2009 - March 2011
Job Senior Sales Development Rep at Lob
Industry Information Services
Experience
Lob September 2015 - Present
FinancialForce.com November 2014 - July 2015
Fuze, Inc. March 2014 - September 2014
TransPerfect June 2011 - March 2014
Heffernan Insurance Brokers July 2009 - March 2011
Black/White & Associates 2005 - 2007
Skills
Salesforce.com, Account Management, SEO, Translation, Localization, Website Localization, Enterprise Software, Leadership, Lead Generation, CRM, Management, Insurance, Multilingual, Cold Calling, Translation Management, ERP, Cloud Applications, Back Office, PaaS, Sales Process, Sales, Business Development, Strategic Partnerships
Education
St. Mary's College of California 2007 — 2009
B.S., Business Administration
De La Salle High School
General
Lob September 2015 - Present
FinancialForce.com November 2014 - July 2015
Fuze, Inc. March 2014 - September 2014
TransPerfect June 2011 - March 2014
Heffernan Insurance Brokers July 2009 - March 2011
Black/White & Associates 2005 - 2007
Skills
Salesforce.com, Account Management, SEO, Translation, Localization, Website Localization, Enterprise Software, Leadership, Lead Generation, CRM, Management, Insurance, Multilingual, Cold Calling, Translation Management, ERP, Cloud Applications, Back Office, PaaS, Sales Process, Sales, Business Development, Strategic Partnerships
Education
St. Mary's College of California 2007 — 2009
B.S., Business Administration
De La Salle High School
General
Owen Oakley's Heffernan Insurance Brokers Experience February 2005 - Present
Job Vice President, Transportation Practice Leader at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers February 2005 - Present
Chubb & Son Insurance Group June 2002 - January 2005
Skills
Professional Liability, Workers Compensation, Employment Practices..., Package Liability, General Liability, Executive Management, Commercial Insurance, Claims Management, Property & Casualty..., Legal Liability, Recruiting, Liability, Product Liability, Mergers & Acquisitions, Retirement, Employee Benefits, Negotiation, Risk Assessment, Employment Law, Account Management, Actuarial Science, Commercial Lines, Casualty, Financial Risk, Organizational..., Small Business, Start-ups, Claim, Insurance, Bonds, Underwriting, Reinsurance, Benefits Administration, Program Management, Inland Marine, D&O, Retirement Planning, Nonprofits, Employee Relations, Customer Retention, Health Insurance, Enterprise Risk..., Risk Management, Directors & Officers..., Life Insurance, Long-term Care, New Business Development, Property, 401k, Excess
Education
Occidental College 1998 — 2002
AB, Economics Business Management
Athenian 1995 — 1998
High School
Heffernan Insurance Brokers February 2005 - Present
Chubb & Son Insurance Group June 2002 - January 2005
Skills
Professional Liability, Workers Compensation, Employment Practices..., Package Liability, General Liability, Executive Management, Commercial Insurance, Claims Management, Property & Casualty..., Legal Liability, Recruiting, Liability, Product Liability, Mergers & Acquisitions, Retirement, Employee Benefits, Negotiation, Risk Assessment, Employment Law, Account Management, Actuarial Science, Commercial Lines, Casualty, Financial Risk, Organizational..., Small Business, Start-ups, Claim, Insurance, Bonds, Underwriting, Reinsurance, Benefits Administration, Program Management, Inland Marine, D&O, Retirement Planning, Nonprofits, Employee Relations, Customer Retention, Health Insurance, Enterprise Risk..., Risk Management, Directors & Officers..., Life Insurance, Long-term Care, New Business Development, Property, 401k, Excess
Education
Occidental College 1998 — 2002
AB, Economics Business Management
Athenian 1995 — 1998
High School
Raeanna Reudy Raeanna Reudy's Heffernan Insurance Brokers Experience June 2010 - January 2012
Job Realtor at McGuire Real Estate
Industry Real Estate
Experience
McGuire Real Estate March 2015 - Present
Demandforce, an Intuit Company August 2013 - February 2015
Demandforce January 2012 - July 2013
Heffernan Insurance Brokers June 2010 - January 2012
Schenone Insurance Agency October 2008 - May 2010
Voce Communications February 2008 - September 2008
Skills
SaaS, Sales, Management, Account Management, Cold Calling, Salesforce.com, Lead Generation, Customer Retention, Recruiting, Customer Satisfaction, CRM, Direct Sales, Public Relations, Sales Management, Sales Process, Selling, Social Media, Marketing, Social Media Marketing, Investors, Public Speaking, Strategic Planning, Investment Properties, Luxury Lifestyle, Luxury Homes, Real Estate Development, High Rise Residential, Real Estate
Education
Santa Clara University 2004 — 2008
Bachelor of Arts, Communication
Saint Ignatius 2000 — 2004
Syracuse University, Madrid
McGuire Real Estate March 2015 - Present
Demandforce, an Intuit Company August 2013 - February 2015
Demandforce January 2012 - July 2013
Heffernan Insurance Brokers June 2010 - January 2012
Schenone Insurance Agency October 2008 - May 2010
Voce Communications February 2008 - September 2008
Skills
SaaS, Sales, Management, Account Management, Cold Calling, Salesforce.com, Lead Generation, Customer Retention, Recruiting, Customer Satisfaction, CRM, Direct Sales, Public Relations, Sales Management, Sales Process, Selling, Social Media, Marketing, Social Media Marketing, Investors, Public Speaking, Strategic Planning, Investment Properties, Luxury Lifestyle, Luxury Homes, Real Estate Development, High Rise Residential, Real Estate
Education
Santa Clara University 2004 — 2008
Bachelor of Arts, Communication
Saint Ignatius 2000 — 2004
Syracuse University, Madrid
Ginny Hunter Ginny Hunter's Heffernan Insurance Brokers Experience August 2011 - September 2013
Job Company Success at Groopt
Industry Nonprofit Organization Management
Experience
Groopt September 2013 - Present
Heffernan Insurance Brokers August 2011 - September 2013
Heffernan Insurance Brokers February 2007 - August 2011
Skills
Employee Experience, Customer Success, Social Media, Facebook, Insurance, Social Networking, Email Marketing, Marketing, WordPress, Social Media Marketing, Customer Service, Corporate Blogging, Twitter, Google Analytics, Nonprofits
Education
University of California, Berkeley
B.S., Society and Environment
Groopt September 2013 - Present
Heffernan Insurance Brokers August 2011 - September 2013
Heffernan Insurance Brokers February 2007 - August 2011
Skills
Employee Experience, Customer Success, Social Media, Facebook, Insurance, Social Networking, Email Marketing, Marketing, WordPress, Social Media Marketing, Customer Service, Corporate Blogging, Twitter, Google Analytics, Nonprofits
Education
University of California, Berkeley
B.S., Society and Environment
Sean Confrey Sean Confrey's Heffernan Insurance Brokers Experience September 2014 - Present
Job Associate Account Executive at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers September 2014 - Present
USI Insurance Services May 2014 - September 2014
State University of New York at Oswego February 2013 - December 2013
Heffernan Insurance Brokers June 2013 - August 2013
Enterprise Rent-A-Car May 2012 - August 2012
Education
State University of New York College at Oswego 2010 — 2014
Bachelor of Science (BS), Risk Management and Insurance
Heffernan Insurance Brokers September 2014 - Present
USI Insurance Services May 2014 - September 2014
State University of New York at Oswego February 2013 - December 2013
Heffernan Insurance Brokers June 2013 - August 2013
Enterprise Rent-A-Car May 2012 - August 2012
Education
State University of New York College at Oswego 2010 — 2014
Bachelor of Science (BS), Risk Management and Insurance
Emily LoSavio Jonas's Heffernan Insurance Brokers Experience 2001 - 2002
Job Executive Leader, Philanthropy
Industry Philanthropy
Experience
Emily Jonas Consulting 2013 - Present
Boys & Girls Clubs of America 2013 - 2014
Super Stars Literacy 2013 - 2014
Collective Impact 2007 - 2013
Girls for a Change 2005 - 2007
Pivot Learning Partners 2004 - 2005
First Graduate 2002 - 2004
Heffernan Insurance Brokers 2001 - 2002
Chubb Insurance 2000 - 2001
Skills
Philanthropy, Mangaement, Strategic Planning, Fundraising, Public Speaking, Community Outreach, Start-ups, Social Entrepreneurship, Nonprofits, Leadership, Research, Program Management, Management, Training, Community Development, Grant Writing, Leadership Development, Program Development, Program Evaluation, Organizational..., Volunteer Management, Grants
Education
University of California, Davis 1996 — 2000
B.A, Law & Society and Communications
BHS
Emily Jonas Consulting 2013 - Present
Boys & Girls Clubs of America 2013 - 2014
Super Stars Literacy 2013 - 2014
Collective Impact 2007 - 2013
Girls for a Change 2005 - 2007
Pivot Learning Partners 2004 - 2005
First Graduate 2002 - 2004
Heffernan Insurance Brokers 2001 - 2002
Chubb Insurance 2000 - 2001
Skills
Philanthropy, Mangaement, Strategic Planning, Fundraising, Public Speaking, Community Outreach, Start-ups, Social Entrepreneurship, Nonprofits, Leadership, Research, Program Management, Management, Training, Community Development, Grant Writing, Leadership Development, Program Development, Program Evaluation, Organizational..., Volunteer Management, Grants
Education
University of California, Davis 1996 — 2000
B.A, Law & Society and Communications
BHS
Jeanmarie Herzog Jeanmarie Herzog's Heffernan Insurance Brokers Experience May 2012 - Present
Job Account Executive at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2012 - Present
J.W. Terrill 2013 - 2013
Lockton Companies 2006 - 2010
Skills
Brokers, Insurance, Underwriting, Professional Liability, Property & Casualty..., Commercial Insurance, Umbrella Insurance, General Insurance, Legal Liability, Casualty Insurance
Education
University of Missouri-Saint Louis 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Heffernan Insurance Brokers May 2012 - Present
J.W. Terrill 2013 - 2013
Lockton Companies 2006 - 2010
Skills
Brokers, Insurance, Underwriting, Professional Liability, Property & Casualty..., Commercial Insurance, Umbrella Insurance, General Insurance, Legal Liability, Casualty Insurance
Education
University of Missouri-Saint Louis 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Andrea Alarcon Andrea Alarcon's Heffernan Insurance Brokers Experience April 2013 - March 2015
Job Attorney Employee Health & Benefits
Industry Insurance
Experience
Mercer March 2015 - Present
Heffernan Insurance Brokers April 2013 - March 2015
Robert Half Legal 2012 - 2013
Extend Health May 2012 - June 2012
eHealth, inc. July 2010 - December 2011
Working Partnerships USA November 2009 - June 2010
UCLA School of Law September 2008 - November 2009
National Health Law Program May 2006 - August 2006
Stanford University May 2002 - August 2005
Stanford University June 2001 - December 2001
Skills
Contract Review, Legal Compliance, Legislative Analysis, Legal Affairs, Legal Research, Healthcare, Health Insurance, Legislative Tracking, Editing, Public Policy, Government Affairs, Contract Management, Government, Contract Negotiation, Legislation, Legal Writing, Insurance, Employee Benefits, Community Outreach, Policy, ERISA, Program Management, Analysis, Leadership, Negotiation, Human Resources, Health Policy, Corporate Law, Recruiting, Interviews, Research, Grant Writing, Written & Oral..., Public Relations, Corporate Governance, Employment Law, Proposal Writing, Business Development, Marketing, Intellectual Property, Mediation, Mergers & Acquisitions, Licensing, Privacy Law, Budgets, Litigation, Nonprofits, Social Media
Education
University of California, Los Angeles - School of Law 2005 — 2008
J.D., Public Interest Law & Policy
Stanford University 1998 — 2001
B.A., Sociology
Mercer March 2015 - Present
Heffernan Insurance Brokers April 2013 - March 2015
Robert Half Legal 2012 - 2013
Extend Health May 2012 - June 2012
eHealth, inc. July 2010 - December 2011
Working Partnerships USA November 2009 - June 2010
UCLA School of Law September 2008 - November 2009
National Health Law Program May 2006 - August 2006
Stanford University May 2002 - August 2005
Stanford University June 2001 - December 2001
Skills
Contract Review, Legal Compliance, Legislative Analysis, Legal Affairs, Legal Research, Healthcare, Health Insurance, Legislative Tracking, Editing, Public Policy, Government Affairs, Contract Management, Government, Contract Negotiation, Legislation, Legal Writing, Insurance, Employee Benefits, Community Outreach, Policy, ERISA, Program Management, Analysis, Leadership, Negotiation, Human Resources, Health Policy, Corporate Law, Recruiting, Interviews, Research, Grant Writing, Written & Oral..., Public Relations, Corporate Governance, Employment Law, Proposal Writing, Business Development, Marketing, Intellectual Property, Mediation, Mergers & Acquisitions, Licensing, Privacy Law, Budgets, Litigation, Nonprofits, Social Media
Education
University of California, Los Angeles - School of Law 2005 — 2008
J.D., Public Interest Law & Policy
Stanford University 1998 — 2001
B.A., Sociology
Ann Mohler Basco's Heffernan Insurance Brokers Experience 2002 - March 2013
Job AwardWinning Freelance Marketing and Communications
Industry Marketing and Advertising
Experience
Freelance Marketing and Communications May 2015 - Present
Appen January 2014 - April 2015
Appen March 2013 - January 2014
Heffernan Insurance Brokers 2002 - March 2013
BenefitsAlliance 2001 - 2002
BenefitPoint 2000 - 2001
Marsh 1998 - 2000
Skills
Corporate Communications, Marketing Communications, Newsletters, Social Media, Public Relations, Copywriting, Marketing, Advertising, Strategic Communications, Social Media Marketing, Press Releases, Management, Strategy, Art Direction, Brand Development, Media Relations, Editing, Creative Direction, Publishing, Web Design, SEO, Writing, Video, Facebook, Logos, Recycling, Logo Design, Published Author
Education
University of Arizona
BA
Freelance Marketing and Communications May 2015 - Present
Appen January 2014 - April 2015
Appen March 2013 - January 2014
Heffernan Insurance Brokers 2002 - March 2013
BenefitsAlliance 2001 - 2002
BenefitPoint 2000 - 2001
Marsh 1998 - 2000
Skills
Corporate Communications, Marketing Communications, Newsletters, Social Media, Public Relations, Copywriting, Marketing, Advertising, Strategic Communications, Social Media Marketing, Press Releases, Management, Strategy, Art Direction, Brand Development, Media Relations, Editing, Creative Direction, Publishing, Web Design, SEO, Writing, Video, Facebook, Logos, Recycling, Logo Design, Published Author
Education
University of Arizona
BA
Lorelei Suarez's Heffernan Insurance Brokers Experience February 2012 - Present
Job Much more than just a broker. I'm a trusted advisor to my clients!
Industry Insurance
Experience
Heffernan Insurance Brokers February 2012 - Present
WarnerPacific November 2009 - February 2012
Claremont Insurance Services March 2008 - October 2009
TriNet 2005 - 2008
Administaff 2000 - 2005
Skills
Employee Benefits, Insurance, PEO, Health Insurance, Sales, Workers Compensation, 401k, Benefits Administration, Brokers, COBRA, Cold Calling, Commercial Insurance, Customer Service, Disability Insurance, Health Savings Accounts, Liability, Life Insurance, Marketing, Professional Liability, Property & Casualty..., Small Business, Team Building, Underwriting, Claim, Employment Practices..., Group Insurance, Account Management, Term Life Insurance, Employee Relations, Long-term Care, Umbrella Insurance, General Insurance, Casualty, Legal Liability, Casualty Insurance
Education
University of California, Berkeley 1993 — 1997
B.A., Political Science
St. Ignatius College Preparatory 1989 — 1993
Graduated with Highest Honors
All Souls
Heffernan Insurance Brokers February 2012 - Present
WarnerPacific November 2009 - February 2012
Claremont Insurance Services March 2008 - October 2009
TriNet 2005 - 2008
Administaff 2000 - 2005
Skills
Employee Benefits, Insurance, PEO, Health Insurance, Sales, Workers Compensation, 401k, Benefits Administration, Brokers, COBRA, Cold Calling, Commercial Insurance, Customer Service, Disability Insurance, Health Savings Accounts, Liability, Life Insurance, Marketing, Professional Liability, Property & Casualty..., Small Business, Team Building, Underwriting, Claim, Employment Practices..., Group Insurance, Account Management, Term Life Insurance, Employee Relations, Long-term Care, Umbrella Insurance, General Insurance, Casualty, Legal Liability, Casualty Insurance
Education
University of California, Berkeley 1993 — 1997
B.A., Political Science
St. Ignatius College Preparatory 1989 — 1993
Graduated with Highest Honors
All Souls
Seth Holmberg Seth Holmberg's Heffernan Insurance Brokers Experience February 2015 - Present
Job Assistant Vice President Health Benefits at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers February 2015 - Present
BenefitMall July 2012 - February 2015
AIL Insurance Company June 2008 - July 2012
Indymac Bank October 2007 - May 2008
Pacific Funding Group January 2006 - October 2007
Premier Funding Group October 2001 - January 2006
Skills
Lead Generation, Sales Management, Account Management, Loans, New Business Development, Mortgage Lending, Sales, Investments, Strategic Financial..., Business Development, FHA, Insurance, Contract Negotiation, Loan Origination, Customer Service, Leadership, Management, Health Insurance
Education
Saint Mary's College of California 1997 — 2001
Bachelor of science, Business, Economics
De La Salle High School 1993 — 1996
High school diploma
Heffernan Insurance Brokers February 2015 - Present
BenefitMall July 2012 - February 2015
AIL Insurance Company June 2008 - July 2012
Indymac Bank October 2007 - May 2008
Pacific Funding Group January 2006 - October 2007
Premier Funding Group October 2001 - January 2006
Skills
Lead Generation, Sales Management, Account Management, Loans, New Business Development, Mortgage Lending, Sales, Investments, Strategic Financial..., Business Development, FHA, Insurance, Contract Negotiation, Loan Origination, Customer Service, Leadership, Management, Health Insurance
Education
Saint Mary's College of California 1997 — 2001
Bachelor of science, Business, Economics
De La Salle High School 1993 — 1996
High school diploma
Johnny DeFazio Johnny DeFazio's Heffernan Insurance Brokers Experience June 2009 - August 2009
Job Product Solutions Specialist at AdRoll
Industry Internet
Experience
AdRoll January 2015 - Present
AdRoll July 2014 - December 2014
AdRoll February 2014 - December 2014
AdRoll.com August 2012 - July 2014
Yelp.com May 2011 - August 2012
CBS Sports June 2010 - August 2010
Heffernan Insurance Brokers June 2009 - August 2009
Skills
Salesforce.com, Advertising Sales, Attention To Detail, Self Driven, Microsoft Office, Display Advertising, Retargeting, Online Advertising
Education
University of Denver 2007 — 2010
Major, Psychology
Regis University 2006 — 2007
AdRoll January 2015 - Present
AdRoll July 2014 - December 2014
AdRoll February 2014 - December 2014
AdRoll.com August 2012 - July 2014
Yelp.com May 2011 - August 2012
CBS Sports June 2010 - August 2010
Heffernan Insurance Brokers June 2009 - August 2009
Skills
Salesforce.com, Advertising Sales, Attention To Detail, Self Driven, Microsoft Office, Display Advertising, Retargeting, Online Advertising
Education
University of Denver 2007 — 2010
Major, Psychology
Regis University 2006 — 2007
Merideth Wieland, SPHR, SPHR-CA Merideth Wieland, SPHR, SPHR-CA's Heffernan Insurance Brokers Experience May 2007 - July 2015
Job Human Resources Business Partner at NFP
Industry Insurance
Experience
NFP October 2015 - Present
Heffernan Insurance Brokers May 2007 - July 2015
Advanced Risk Technologies (ART)/Francis Claims Services (subsidiary of Heffernan Group) September 2006 - May 2007
The Zenith Insurance Company June 2004 - September 2006
Travelers May 1989 - June 2004
Skills
Workers Compensation, Claim, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Human Resources, Liability, Employee Benefits, Professional Liability, Casualty Insurance, Brokers, Underwriting, Risk Management, Health Insurance, Employment Practices..., Casualty, Reinsurance, Claims Management, Employee Wellness..., Employee Relations, FMLA/ADA/PDL, Employee Relations..., HRIS
Education
UC Santa Barbara 1984 — 1989
BA, Sociology
NFP October 2015 - Present
Heffernan Insurance Brokers May 2007 - July 2015
Advanced Risk Technologies (ART)/Francis Claims Services (subsidiary of Heffernan Group) September 2006 - May 2007
The Zenith Insurance Company June 2004 - September 2006
Travelers May 1989 - June 2004
Skills
Workers Compensation, Claim, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Human Resources, Liability, Employee Benefits, Professional Liability, Casualty Insurance, Brokers, Underwriting, Risk Management, Health Insurance, Employment Practices..., Casualty, Reinsurance, Claims Management, Employee Wellness..., Employee Relations, FMLA/ADA/PDL, Employee Relations..., HRIS
Education
UC Santa Barbara 1984 — 1989
BA, Sociology
Steven B. Brandel Steven B. Brandel's Heffernan Insurance Brokers Experience June 2014 - Present
Job Executive Director Life Division, Heffernan Insurance Brokers
Industry Financial Services
Experience
Heffernan Insurance Brokers June 2014 - Present
Transamerica - Retirement Services 2005 - December 2014
Innova Producers Network January 2013 - May 2014
Brandel Financial Services July 1990 - May 2014
Kyocera 1985 - 1990
Grodins 1982 - 1985
Skills
Disability Insurance, Sales, Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Estate Planning, Insurance, Strategic Financial..., Asset Allocation, Financial Planners, Financial Advisory, Investments, Health Insurance, Universal Life, Long Term Care Insurance, Financial Services, Series 7, Finance, Whole Life, 401k, Wealth Management
Education
San Jose State University 1980 — 1985
BA, Communications
San Jose State University 1980 — 1985
Bachelor's degree, Speech Communication and Rhetoric
Heffernan Insurance Brokers June 2014 - Present
Transamerica - Retirement Services 2005 - December 2014
Innova Producers Network January 2013 - May 2014
Brandel Financial Services July 1990 - May 2014
Kyocera 1985 - 1990
Grodins 1982 - 1985
Skills
Disability Insurance, Sales, Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Estate Planning, Insurance, Strategic Financial..., Asset Allocation, Financial Planners, Financial Advisory, Investments, Health Insurance, Universal Life, Long Term Care Insurance, Financial Services, Series 7, Finance, Whole Life, 401k, Wealth Management
Education
San Jose State University 1980 — 1985
BA, Communications
San Jose State University 1980 — 1985
Bachelor's degree, Speech Communication and Rhetoric
Tony Havel Tony Havel's Heffernan Insurance Brokers Experience April 2005 - April 2007
Job Senior Business Developer at Great American Insurance Trucking Division
Industry Insurance
Experience
Great American Insurance September 2009 - Present
Great American Insurance April 2007 - February 2009
Heffernan Insurance Brokers April 2005 - April 2007
Skills
Management, Inland Marine, Property, Commercial Insurance, Underwriting, Claims Management, Workers Compensation, Insurance, Brokers, Claim, Property & Casualty..., Legal Liability, Liability, General Insurance, Professional Liability, New Business Development, Risk Management, Employee Benefits, Recruiting, Negotiation, Training, Casualty
Education
Northern Michigan University 1989 — 1993
BS, Management
Middleton High School 1986 — 1989
Great American Insurance September 2009 - Present
Great American Insurance April 2007 - February 2009
Heffernan Insurance Brokers April 2005 - April 2007
Skills
Management, Inland Marine, Property, Commercial Insurance, Underwriting, Claims Management, Workers Compensation, Insurance, Brokers, Claim, Property & Casualty..., Legal Liability, Liability, General Insurance, Professional Liability, New Business Development, Risk Management, Employee Benefits, Recruiting, Negotiation, Training, Casualty
Education
Northern Michigan University 1989 — 1993
BS, Management
Middleton High School 1986 — 1989
Susan Groff Susan Groff's Heffernan Insurance Brokers Experience 1997 - 2001
Job Insurance & Risk Management Specialist. I provide many services to assist clients with all of their insurance needs.
Industry Insurance
Experience
The Leavitt Group February 2013 - Present
Herzog Insurance October 2006 - February 2013
gotoPremium Finance 2004 - 2006
California Insurance Center 2003 - 2004
Golden State Warriors 2001 - 2002
Heffernan Insurance Brokers 1997 - 2001
Skills
Workers Compensation, Commercial Insurance, Property & Casualty..., Insurance, Legal Liability, Professional Liability, Risk Management, D&O, Casualty, Loss Prevention..., Construction Safety, Safety Management..., Brokers
Education
San Francisco State University 1994 — 1996
BS, Business Marketing
The Leavitt Group February 2013 - Present
Herzog Insurance October 2006 - February 2013
gotoPremium Finance 2004 - 2006
California Insurance Center 2003 - 2004
Golden State Warriors 2001 - 2002
Heffernan Insurance Brokers 1997 - 2001
Skills
Workers Compensation, Commercial Insurance, Property & Casualty..., Insurance, Legal Liability, Professional Liability, Risk Management, D&O, Casualty, Loss Prevention..., Construction Safety, Safety Management..., Brokers
Education
San Francisco State University 1994 — 1996
BS, Business Marketing
Darya Oborina's Heffernan Insurance Brokers Experience October 2007 - July 2010
Job Paralegal/Legal Assistant
Industry Legal Services
Experience
United States Federal March 2014 - Present
Russian Yellow Pages September 2012 - August 2013
Bourhis & Mann Law Firm August 2010 - August 2012
Heffernan Insurance Brokers October 2007 - July 2010
AXA Equitable August 2005 - September 2007
University of July 2004 - May 2005
Skills
Effective written and..., Great attention to..., Strong legal research..., Expertise in legal..., Proficiency in working..., Expertise in Microsoft..., Fluency in foreign...
Education
San Francisco State University 2010 — 2013
Paralegals Certification, Legal Studies, General
University of San Francisco 2001 — 2005
Bachelor's degree, Business and Finance
United States Federal March 2014 - Present
Russian Yellow Pages September 2012 - August 2013
Bourhis & Mann Law Firm August 2010 - August 2012
Heffernan Insurance Brokers October 2007 - July 2010
AXA Equitable August 2005 - September 2007
University of July 2004 - May 2005
Skills
Effective written and..., Great attention to..., Strong legal research..., Expertise in legal..., Proficiency in working..., Expertise in Microsoft..., Fluency in foreign...
Education
San Francisco State University 2010 — 2013
Paralegals Certification, Legal Studies, General
University of San Francisco 2001 — 2005
Bachelor's degree, Business and Finance
Scott MacMillan Scott MacMillan's Heffernan Insurance Brokers Experience August 2015 - Present
Job Executive Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers August 2015 - Present
Heffernan Insurance Brokers January 2011 - August 2015
Heffernan Insurance Brokers January 2007 - January 2011
Alliance Bancorp January 2006 - January 2007
Heffernan Insurance Brokers January 2003 - January 2006
Skills
Property & Casualty..., Umbrella Insurance, Automobile Liability, Private Collections, Personal Watercraft, Homeowners, Earthquake Insurance, Flood Insurance, Risk Management, Workers Compensation, Employment Practices..., Kidnap & Ransom, Travel Insurance, High End Homes, Casualty
Education
Solano Community College
Heffernan Insurance Brokers August 2015 - Present
Heffernan Insurance Brokers January 2011 - August 2015
Heffernan Insurance Brokers January 2007 - January 2011
Alliance Bancorp January 2006 - January 2007
Heffernan Insurance Brokers January 2003 - January 2006
Skills
Property & Casualty..., Umbrella Insurance, Automobile Liability, Private Collections, Personal Watercraft, Homeowners, Earthquake Insurance, Flood Insurance, Risk Management, Workers Compensation, Employment Practices..., Kidnap & Ransom, Travel Insurance, High End Homes, Casualty
Education
Solano Community College
Aggie Woloszyn Aggie Woloszyn's Heffernan Insurance Brokers Experience May 2008 - August 2008
Job Finance (Rev Ops) Senior Associate Rev Rec Accountant
Industry Computer Software
Experience
Coupons.com September 2014 - February 2015
MobileIron January 2014 - September 2014
Armanino LLP April 2010 - May 2013
UCSF - Immune Tolerance Network & UCSF - Radiology & Biomedical Imaging April 2009 - March 2010
Keeping Order February 2009 - April 2009
Heffernan Insurance Brokers May 2008 - August 2008
Bank of America December 2004 - September 2007
Skills
Software, Marketing, Sales, Event Management, Facebook, Competitive Analysis, Advertising, Marketing Strategy, CRM, Budgets, Strategy, Management, Training, Salesforce.com, Business Intelligence, Process Improvement, Time Management, Business Development, Public Relations, Analysis, Microsoft Excel, Direct Marketing, Customer Service, Proposal Writing, Outlook, PowerPoint, Public Speaking, Leadership, Sales Operations, Accounting, Market Research, Forecasting, Microsoft Word
Education
St. Mary's College of California 2007 — 2009
Bachelors of Science & Economics, Business Administration, Marketing Concentration
Coupons.com September 2014 - February 2015
MobileIron January 2014 - September 2014
Armanino LLP April 2010 - May 2013
UCSF - Immune Tolerance Network & UCSF - Radiology & Biomedical Imaging April 2009 - March 2010
Keeping Order February 2009 - April 2009
Heffernan Insurance Brokers May 2008 - August 2008
Bank of America December 2004 - September 2007
Skills
Software, Marketing, Sales, Event Management, Facebook, Competitive Analysis, Advertising, Marketing Strategy, CRM, Budgets, Strategy, Management, Training, Salesforce.com, Business Intelligence, Process Improvement, Time Management, Business Development, Public Relations, Analysis, Microsoft Excel, Direct Marketing, Customer Service, Proposal Writing, Outlook, PowerPoint, Public Speaking, Leadership, Sales Operations, Accounting, Market Research, Forecasting, Microsoft Word
Education
St. Mary's College of California 2007 — 2009
Bachelors of Science & Economics, Business Administration, Marketing Concentration
Robert Zimmerman's Heffernan Insurance Brokers Experience January 2007 - Present
Job Risk Management Consultant | SVP at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2007 - Present
Brown & Brown 1997 - 2007
Chubb Insurance 1988 - 1995
Skills
Property & Casualty..., Liability, Employment Practices..., Legal Liability, Workers Compensation, Professional Liability, Underwriting, Brokers, D&O, Insurance, Risk Management, Commercial Insurance, M&A Transation Liability, Self Insured/Large..., Casualty, Financial Services, Investments, Excess, Financial Risk, Liability Analysis, Finance, Directors & Officers..., Strategic Financial..., Employee Benefits, Health Insurance, Umbrella Insurance, Commercial Lines, General Insurance, Insurance Brokerage, Fiduciary, Claims Management, Reinsurance, Claim, Enterprise Risk..., Executive Management, Risk Financing
Education
Santa Clara University 1984 — 1988
Bachelor of Science, Finance
Heffernan Insurance Brokers January 2007 - Present
Brown & Brown 1997 - 2007
Chubb Insurance 1988 - 1995
Skills
Property & Casualty..., Liability, Employment Practices..., Legal Liability, Workers Compensation, Professional Liability, Underwriting, Brokers, D&O, Insurance, Risk Management, Commercial Insurance, M&A Transation Liability, Self Insured/Large..., Casualty, Financial Services, Investments, Excess, Financial Risk, Liability Analysis, Finance, Directors & Officers..., Strategic Financial..., Employee Benefits, Health Insurance, Umbrella Insurance, Commercial Lines, General Insurance, Insurance Brokerage, Fiduciary, Claims Management, Reinsurance, Claim, Enterprise Risk..., Executive Management, Risk Financing
Education
Santa Clara University 1984 — 1988
Bachelor of Science, Finance
Karen Albanese Karen Albanese's Heffernan Insurance Brokers Experience January 2012 - February 2013
Job Health Care Reform Guru at Hixme.com
Industry Insurance
Experience
Hixme April 2013 - Present
Hixme April 2013 - Present
Heffernan Insurance Brokers January 2012 - February 2013
Aon Consulting August 2002 - October 2011
Marsh February 1997 - August 2002
Deloitte & Touche LLP November 1994 - February 1997
Blue Shield of California June 1992 - November 1994
Skills
Health Care Reform, Employee Benefits, Training, Strategy, Leadership, Management, Business Planning, Health Insurance, Strategic Planning, Team Building, Negotiation, Consulting, Marketing, Healthcare, Team Management, Sales, Customer Retention, Direct Sales, Insurance, Life Insurance, Benefits Administration, Underwriting, Mergers & Acquisitions, Process Improvement, Disability Insurance
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Business
Scripps College 1988 — 1992
BA, Organizational Studies
Beverly Hills High School
Hixme April 2013 - Present
Hixme April 2013 - Present
Heffernan Insurance Brokers January 2012 - February 2013
Aon Consulting August 2002 - October 2011
Marsh February 1997 - August 2002
Deloitte & Touche LLP November 1994 - February 1997
Blue Shield of California June 1992 - November 1994
Skills
Health Care Reform, Employee Benefits, Training, Strategy, Leadership, Management, Business Planning, Health Insurance, Strategic Planning, Team Building, Negotiation, Consulting, Marketing, Healthcare, Team Management, Sales, Customer Retention, Direct Sales, Insurance, Life Insurance, Benefits Administration, Underwriting, Mergers & Acquisitions, Process Improvement, Disability Insurance
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Business
Scripps College 1988 — 1992
BA, Organizational Studies
Beverly Hills High School
Mollie McWilliams Mollie McWilliams's Heffernan Insurance Brokers Experience 2007 - 2008
Job Marketing and Development Associate at Fort Mason Center
Industry Writing and Editing
Experience
Fort Mason Center February 2015 - Present
SF Weekly August 2014 - February 2015
SF Weekly April 2013 - August 2014
SF Weekly August 2010 - April 2013
High Sierra Music March 2010 - July 2010
ReDirect Guide 2008 - 2009
Heffernan Insurance Brokers 2007 - 2008
SOMA Magazine May 2006 - September 2006
Skills
Journalism, Ap Style, Social Media, Facebook, Twitter, Blogging, Social Networking, Copy Editing, Newsletters, Community Outreach, Green Living, Food Writing, Feature Articles, AP Style, Editing, Public Relations, Publications, Storytelling, News Writing, Newspapers
Education
San Francisco State University 2003 — 2008
BA, Journalism
Fort Mason Center February 2015 - Present
SF Weekly August 2014 - February 2015
SF Weekly April 2013 - August 2014
SF Weekly August 2010 - April 2013
High Sierra Music March 2010 - July 2010
ReDirect Guide 2008 - 2009
Heffernan Insurance Brokers 2007 - 2008
SOMA Magazine May 2006 - September 2006
Skills
Journalism, Ap Style, Social Media, Facebook, Twitter, Blogging, Social Networking, Copy Editing, Newsletters, Community Outreach, Green Living, Food Writing, Feature Articles, AP Style, Editing, Public Relations, Publications, Storytelling, News Writing, Newspapers
Education
San Francisco State University 2003 — 2008
BA, Journalism
Patrick Rohan Patrick Rohan's Heffernan Insurance Brokers Experience July 2014 - Present
Job AVP Business Development @ Heffernan Insurance
Industry Insurance
Experience
Heffernan Insurance Brokers July 2014 - Present
GFI Capital Resources Group, Inc. 2013 - 2014
Frenkel & Company September 2011 - March 2013
Frenkel & Co., Inc. March 2009 - September 2011
Metropolitan Life Insurance Company January 2007 - March 2009
Skills
Property & Casualty..., Underwriting, Workers Compensation, Risk Management, Life Insurance, Sales, Commercial Insurance, New Business Development, Professional Liability, Marketing, Liability, Casualty, Umbrella Insurance, Legal Liability, General Insurance, Commercial Lines, Insurance, Casualty Insurance
Education
Pace University
BS -Mgmt., General Management
Heffernan Insurance Brokers July 2014 - Present
GFI Capital Resources Group, Inc. 2013 - 2014
Frenkel & Company September 2011 - March 2013
Frenkel & Co., Inc. March 2009 - September 2011
Metropolitan Life Insurance Company January 2007 - March 2009
Skills
Property & Casualty..., Underwriting, Workers Compensation, Risk Management, Life Insurance, Sales, Commercial Insurance, New Business Development, Professional Liability, Marketing, Liability, Casualty, Umbrella Insurance, Legal Liability, General Insurance, Commercial Lines, Insurance, Casualty Insurance
Education
Pace University
BS -Mgmt., General Management
Vince Ginocchio Vince Ginocchio's Heffernan Insurance Brokers Experience October 1996 - June 2015
Job Insurance Broker
Industry Information Services
Experience
Sadler & Company, Inc. June 2015 - Present
Sadler & Company, Inc. June 2015 - Present
Heffernan Insurance Brokers October 1996 - June 2015
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Casualty, Insurance, General Insurance, Professional Liability, Sales, Customer Service, Liability, New Business Development, Brokers, Account Management
Education
Sonoma State University 1988 — 1993
Bachlor of Arts, Business, Management, Marketing, and Related Support Services
Sonoma High
Sadler & Company, Inc. June 2015 - Present
Sadler & Company, Inc. June 2015 - Present
Heffernan Insurance Brokers October 1996 - June 2015
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Casualty, Insurance, General Insurance, Professional Liability, Sales, Customer Service, Liability, New Business Development, Brokers, Account Management
Education
Sonoma State University 1988 — 1993
Bachlor of Arts, Business, Management, Marketing, and Related Support Services
Sonoma High
Adrienne Vita Adrienne Vita's Heffernan Insurance Brokers Experience June 2012 - August 2012
Job Youth Specialist and Tour Guide
Industry Events Services
Experience
The Yellowstone Club December 2013 - April 2015
City of Coronado May 2013 - July 2013
Koz Events September 2012 - July 2013
San Diego State University September 2010 - May 2013
Heffernan Insurance Brokers June 2012 - August 2012
Global Basecamps September 2011 - December 2011
Skills
Event Planning, Social Media, Event Management, Fundraising, Community Outreach, Higher Education, Social Media Marketing, Social Networking, Customer Service, Management
Education
San Diego State University-California State University 2008 — 2013
Recreation and Tourism Management, Sustainable Tourism
The Yellowstone Club December 2013 - April 2015
City of Coronado May 2013 - July 2013
Koz Events September 2012 - July 2013
San Diego State University September 2010 - May 2013
Heffernan Insurance Brokers June 2012 - August 2012
Global Basecamps September 2011 - December 2011
Skills
Event Planning, Social Media, Event Management, Fundraising, Community Outreach, Higher Education, Social Media Marketing, Social Networking, Customer Service, Management
Education
San Diego State University-California State University 2008 — 2013
Recreation and Tourism Management, Sustainable Tourism
Tanner Fornesi's Heffernan Insurance Brokers Experience March 2013 - Present
Job Assistant Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers March 2013 - Present
Berkshire Hathaway Homestate Companies June 2011 - February 2013
Skills
Public Speaking, Workers Compensation, Underwriting, Commercial Insurance, Professional Liability, Legal Liability, Insurance, Property & Casualty..., Business Insurance, Risk Management, Liability, General Liability, Refuse, Umbrella Insurance, Commercial Lines, Brokers, Employment Practices..., Casualty, Casualty Insurance
Education
Santa Clara University
Bachelor of Science in Commerce, Economics, Emphasis in Marketing
Santa Clara University - Leavey School of Business
Economics
Heffernan Insurance Brokers March 2013 - Present
Berkshire Hathaway Homestate Companies June 2011 - February 2013
Skills
Public Speaking, Workers Compensation, Underwriting, Commercial Insurance, Professional Liability, Legal Liability, Insurance, Property & Casualty..., Business Insurance, Risk Management, Liability, General Liability, Refuse, Umbrella Insurance, Commercial Lines, Brokers, Employment Practices..., Casualty, Casualty Insurance
Education
Santa Clara University
Bachelor of Science in Commerce, Economics, Emphasis in Marketing
Santa Clara University - Leavey School of Business
Economics
Alex Dantzig's Heffernan Insurance Brokers Experience January 2010 - Present
Job Commercial Insurance Broker at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2010 - Present
Skills
Corporate Finance, Insurance, Strategic Planning, Direct Sales, Strategic Thinking, Commercial Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Risk Management, Church Insurance, Nonprofit Insurance, Business Insurance, General Liability, Employment Practices..., Legal Liability, Reinsurance, Underwriting, Brokers, Captives, D&O, Liability, Casualty, Financial Risk, Inland Marine, Claim, Commercial Lines, Excess, General Insurance, Liability Analysis, Directors & Officers..., Health Insurance, Disability Insurance, Insurance Brokerage, Casualty Insurance
Education
St. Mary's College of California
Bachelor's degree, Business Administration and Management, General
Heffernan Insurance Brokers January 2010 - Present
Skills
Corporate Finance, Insurance, Strategic Planning, Direct Sales, Strategic Thinking, Commercial Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Risk Management, Church Insurance, Nonprofit Insurance, Business Insurance, General Liability, Employment Practices..., Legal Liability, Reinsurance, Underwriting, Brokers, Captives, D&O, Liability, Casualty, Financial Risk, Inland Marine, Claim, Commercial Lines, Excess, General Insurance, Liability Analysis, Directors & Officers..., Health Insurance, Disability Insurance, Insurance Brokerage, Casualty Insurance
Education
St. Mary's College of California
Bachelor's degree, Business Administration and Management, General
Ryan Apgar, RPLU, CLCS Ryan Apgar, RPLU, CLCS's Heffernan Insurance Brokers Experience 2009 - January 2012
Job Vice President at Socius Insurance Services, Inc.
Industry Insurance
Experience
Socius Insurance Services, Inc. January 2012 - Present
Heffernan Insurance Brokers 2009 - January 2012
Heffernan Insurance Brokers 2008 - 2008
Skills
Insurance, Professional Liability, D&O, Fiduciary Liability, Employment Practices..., Omissions, General Liability, Excess, Contractors, Non-profits, Social Services, Private Schools, Hospitality, Risk Management, Real Estate, Directors, Errors, Liability Analysis, Miscellaneous..., Legal Liability, Property & Casualty..., Financial Risk, Reinsurance, Brokers, Captives, Underwriting, Liability, Fiduciary, Commercial Insurance, Casualty, Directors & Officers..., Insurance Brokerage, Agriculture, Wineries, Claims Management
Education
Professional Liability Underwriting Society (PLUS)
Registered Professional Liability Underwriter designation, RPLU
The National Underwriter Company
Commercial Lines Coverage Specialist designation, CLCS
San Diego State University-California State University
BA, Social Sciences
Socius Insurance Services, Inc. January 2012 - Present
Heffernan Insurance Brokers 2009 - January 2012
Heffernan Insurance Brokers 2008 - 2008
Skills
Insurance, Professional Liability, D&O, Fiduciary Liability, Employment Practices..., Omissions, General Liability, Excess, Contractors, Non-profits, Social Services, Private Schools, Hospitality, Risk Management, Real Estate, Directors, Errors, Liability Analysis, Miscellaneous..., Legal Liability, Property & Casualty..., Financial Risk, Reinsurance, Brokers, Captives, Underwriting, Liability, Fiduciary, Commercial Insurance, Casualty, Directors & Officers..., Insurance Brokerage, Agriculture, Wineries, Claims Management
Education
Professional Liability Underwriting Society (PLUS)
Registered Professional Liability Underwriter designation, RPLU
The National Underwriter Company
Commercial Lines Coverage Specialist designation, CLCS
San Diego State University-California State University
BA, Social Sciences
Tyler Eliopoulos Tyler Eliopoulos's Heffernan Insurance Brokers Experience January 2012 - April 2012
Job Principal at Terra Bay Investments, LLC
Industry Real Estate
Experience
Terra Bay Investments, LLC May 2012 - Present
Country Club ATMs August 2009 - Present
Heffernan Insurance Brokers January 2012 - April 2012
Arthur J. Gallagher & Co. October 2010 - January 2012
Pacific ATMs August 2008 - August 2009
Skills
Property & Casualty...
Education
University of California, San Diego 2007 — 2009
B.A., Urban Studies and Planning
Terra Bay Investments, LLC May 2012 - Present
Country Club ATMs August 2009 - Present
Heffernan Insurance Brokers January 2012 - April 2012
Arthur J. Gallagher & Co. October 2010 - January 2012
Pacific ATMs August 2008 - August 2009
Skills
Property & Casualty...
Education
University of California, San Diego 2007 — 2009
B.A., Urban Studies and Planning
Lynn Garaventa Lynn Garaventa's Heffernan Insurance Brokers Experience June 2008 - January 2012
Job Account Executive at Zurich North America
Industry Insurance
Experience
Zurich North America November 2013 - Present
Travelers March 2012 - November 2013
Heffernan Insurance Brokers June 2008 - January 2012
Garrett Mosier Griffith Sistrunk Insurance Services July 2007 - March 2008
Skills
Risk Management, Management, Account Management, Claim, Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Workers Compensation, Brokers, Marketing, Employee Benefits, Umbrella Insurance, Legal Liability, Liability
Education
University of California, Irvine 2004 — 2008
Dance, Management
Zurich North America November 2013 - Present
Travelers March 2012 - November 2013
Heffernan Insurance Brokers June 2008 - January 2012
Garrett Mosier Griffith Sistrunk Insurance Services July 2007 - March 2008
Skills
Risk Management, Management, Account Management, Claim, Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Workers Compensation, Brokers, Marketing, Employee Benefits, Umbrella Insurance, Legal Liability, Liability
Education
University of California, Irvine 2004 — 2008
Dance, Management
Cheryl Shaeffer Cheryl Shaeffer's Heffernan Insurance Brokers Experience 2007 - Present
Job Executive Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers 2007 - Present
MIV Insurance 2005 - 2007
Wateridge Insurance Services 2002 - 2005
Russell & Kaufmann Insurance Agency 1997 - 2002
Skills
Property & Casualty..., D&O, Health Insurance, Professional Liability, General Insurance, Workers Compensation, Insurance, Commercial Insurance, Claim, Umbrella Insurance, Financial Risk, Casualty, Liability, Brokers, Legal Liability, Commercial Lines, Employment Practices..., Inland Marine, Reinsurance, Underwriting, Risk Management, Casualty Insurance
Education
University of San Diego 1995 — 1997
BBA, Business
Heffernan Insurance Brokers 2007 - Present
MIV Insurance 2005 - 2007
Wateridge Insurance Services 2002 - 2005
Russell & Kaufmann Insurance Agency 1997 - 2002
Skills
Property & Casualty..., D&O, Health Insurance, Professional Liability, General Insurance, Workers Compensation, Insurance, Commercial Insurance, Claim, Umbrella Insurance, Financial Risk, Casualty, Liability, Brokers, Legal Liability, Commercial Lines, Employment Practices..., Inland Marine, Reinsurance, Underwriting, Risk Management, Casualty Insurance
Education
University of San Diego 1995 — 1997
BBA, Business
Drew Cushing, MHRIR Drew Cushing, MHRIR's Heffernan Insurance Brokers Experience 2007 - 2008
Job HR Business Partner at Maxim Integrated™
Industry Semiconductors
Experience
Maxim Integrated™ February 2013 - Present
Align Technology (maker of Invisalign®) September 2010 - February 2013
Self-Employed 2008 - 2013
Heffernan Insurance Brokers 2007 - 2008
Willis 2006 - 2007
ZiLOG, Inc. 2004 - 2006
Citigroup Global Corporate and Investment Bank May 2003 - August 2003
One-to-One Service.com 2000 - 2002
Skills
Employee Benefits, Employee Relations, Recruiting, Deferred Compensation, Employment Law, Leadership, Strategy, Interviews, Insurance, Management, Benefits Negotiation, Health Insurance, Workers Compensation, Resume Writing, Applicant Tracking..., Employee Wellness, Benefits Administration, HDHPs & HSAs, 401(k) Plan Compliance..., ESPP, Wellness Coaching, Microsoft Excel, Medical Devices, Employee Handbooks, Compensation & Benefits..., Semiconductor Industry, VBA, Self-Insured Benefit..., Economics
Education
University of Illinois at Urbana-Champaign 2000 — 2003
Master, Human Resources and Industrial Relations
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor, Secondary Education - English & Computer Science
Bishop Noll Institute, Hammond Indiana 1991 — 1995
High School Diploma, College Preparatory
Maxim Integrated™ February 2013 - Present
Align Technology (maker of Invisalign®) September 2010 - February 2013
Self-Employed 2008 - 2013
Heffernan Insurance Brokers 2007 - 2008
Willis 2006 - 2007
ZiLOG, Inc. 2004 - 2006
Citigroup Global Corporate and Investment Bank May 2003 - August 2003
One-to-One Service.com 2000 - 2002
Skills
Employee Benefits, Employee Relations, Recruiting, Deferred Compensation, Employment Law, Leadership, Strategy, Interviews, Insurance, Management, Benefits Negotiation, Health Insurance, Workers Compensation, Resume Writing, Applicant Tracking..., Employee Wellness, Benefits Administration, HDHPs & HSAs, 401(k) Plan Compliance..., ESPP, Wellness Coaching, Microsoft Excel, Medical Devices, Employee Handbooks, Compensation & Benefits..., Semiconductor Industry, VBA, Self-Insured Benefit..., Economics
Education
University of Illinois at Urbana-Champaign 2000 — 2003
Master, Human Resources and Industrial Relations
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor, Secondary Education - English & Computer Science
Bishop Noll Institute, Hammond Indiana 1991 — 1995
High School Diploma, College Preparatory
Brian O'Callaghan Brian O'Callaghan's Heffernan Insurance Brokers Experience August 2002 - Present
Job Senior Vice President/Sales at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers August 2002 - Present
Education
Saint Mary's College of California 2000 — 2002
bachelors, communication
Heffernan Insurance Brokers August 2002 - Present
Education
Saint Mary's College of California 2000 — 2002
bachelors, communication
Ryan Young Ryan Young's Heffernan Insurance Brokers Experience August 2010 - December 2011
Job Regional Sales Manager at Okta, Inc.
Industry Computer Software
Experience
Okta, Inc. September 2013 - Present
Meraki, Inc. (Acquired By Cisco 12/12) January 2012 - June 2013
Heffernan Insurance Brokers August 2010 - December 2011
Copart May 2009 - August 2010
Skills
Salesforce.com, Account Management, Cold Calling, Sales, Direct Sales, Lead Generation, New Business Development, Sales Management, SaaS, Marketing, Customer Service, Business Development, Social Media, Sales Process, Negotiation, Marketing Strategy, Strategic Planning, Team Building, Social Media Marketing, Customer Satisfaction, Handsome, Solution Selling, Strategic Partnerships, Team Leadership, Direct Marketing, Email Marketing, CRM, Leadership, B2B, Channel Partners, Sales Presentations, Selling, Product Management, Management, Cloud Computing, Customer Retention, Networking, Sales Operations, Marketing Communications, Product Marketing, Strategy, Competitive Analysis, Online Advertising, Start-ups, Enterprise Software, Social Networking, Contract Negotiation, Market Research, Recruiting, Advertising
Education
St. Mary's College of California 2006 — 2009
BA/BA, Communications/Conceptual Design
Okta, Inc. September 2013 - Present
Meraki, Inc. (Acquired By Cisco 12/12) January 2012 - June 2013
Heffernan Insurance Brokers August 2010 - December 2011
Copart May 2009 - August 2010
Skills
Salesforce.com, Account Management, Cold Calling, Sales, Direct Sales, Lead Generation, New Business Development, Sales Management, SaaS, Marketing, Customer Service, Business Development, Social Media, Sales Process, Negotiation, Marketing Strategy, Strategic Planning, Team Building, Social Media Marketing, Customer Satisfaction, Handsome, Solution Selling, Strategic Partnerships, Team Leadership, Direct Marketing, Email Marketing, CRM, Leadership, B2B, Channel Partners, Sales Presentations, Selling, Product Management, Management, Cloud Computing, Customer Retention, Networking, Sales Operations, Marketing Communications, Product Marketing, Strategy, Competitive Analysis, Online Advertising, Start-ups, Enterprise Software, Social Networking, Contract Negotiation, Market Research, Recruiting, Advertising
Education
St. Mary's College of California 2006 — 2009
BA/BA, Communications/Conceptual Design
James Havener James Havener's Heffernan Insurance Brokers Experience January 2014 - Present
Job Assistant Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2014 - Present
Skills
Insurance, Commercial Insurance, Workers Compensation, Health Insurance, Underwriting, General Insurance, Risk Management, Account Management, Brokers, Claim
Education
Saint Mary's College of California
Bachelor's degree, Psychology
Heffernan Insurance Brokers January 2014 - Present
Skills
Insurance, Commercial Insurance, Workers Compensation, Health Insurance, Underwriting, General Insurance, Risk Management, Account Management, Brokers, Claim
Education
Saint Mary's College of California
Bachelor's degree, Psychology
Tina Silk Tina Silk's Heffernan Insurance Brokers Experience May 2014 - Present
Job Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2014 - Present
ISR Insurance September 2010 - March 2014
PTI Seminars June 1995 - April 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Public Speaking, Social Media, Marketing, Sales, Microsoft Word, Outlook, Budgets, Marketing Strategy, Office Management, Social Networking
Education
University of Missouri-Columbia 1990 — 1995
Bachelor of Science (BS), Business and Personal/Financial Services Marketing Operations
Grandview High School 1986 — 1990
High School
Heffernan Insurance Brokers May 2014 - Present
ISR Insurance September 2010 - March 2014
PTI Seminars June 1995 - April 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Public Speaking, Social Media, Marketing, Sales, Microsoft Word, Outlook, Budgets, Marketing Strategy, Office Management, Social Networking
Education
University of Missouri-Columbia 1990 — 1995
Bachelor of Science (BS), Business and Personal/Financial Services Marketing Operations
Grandview High School 1986 — 1990
High School
David Hoffmire David Hoffmire's Heffernan Insurance Brokers Experience May 2010 - April 2011
Job Media Buyer
Industry Marketing and Advertising
Experience
G8Direct April 2014 - Present
Natural Health Solutions Group, LLC February 2015 - Present
Protek Cargo, Inc. September 2012 - March 2014
Heffernan Insurance Brokers May 2010 - April 2011
One Risk Group, LLC November 2009 - May 2010
Heffernan Insurance Brokers September 2007 - November 2009
Skills
Salesforce.com, Sales, Account Management, Microsoft Excel, Risk Management, Employee Benefits, Marketing, Customer Service, Property & Casualty..., Wordpress, Human Resources, Health Insurance, Business Development, CRM, Market Research, Web Content Creation, Financial Risk, Finance, Email Marketing, Green Technology, Customer Retention, Customer Satisfaction, Management, Small Business, Search Engine Ranking, Cold Calling, Brokers, Leadership, WordPress, Underwriting, Social Media Marketing
Education
Santa Clara University - Leavey School of Business 2002 — 2007
Bachelor of Science, Finance
Marin Catholic High School 1998 — 2002
HS Diploma
G8Direct April 2014 - Present
Natural Health Solutions Group, LLC February 2015 - Present
Protek Cargo, Inc. September 2012 - March 2014
Heffernan Insurance Brokers May 2010 - April 2011
One Risk Group, LLC November 2009 - May 2010
Heffernan Insurance Brokers September 2007 - November 2009
Skills
Salesforce.com, Sales, Account Management, Microsoft Excel, Risk Management, Employee Benefits, Marketing, Customer Service, Property & Casualty..., Wordpress, Human Resources, Health Insurance, Business Development, CRM, Market Research, Web Content Creation, Financial Risk, Finance, Email Marketing, Green Technology, Customer Retention, Customer Satisfaction, Management, Small Business, Search Engine Ranking, Cold Calling, Brokers, Leadership, WordPress, Underwriting, Social Media Marketing
Education
Santa Clara University - Leavey School of Business 2002 — 2007
Bachelor of Science, Finance
Marin Catholic High School 1998 — 2002
HS Diploma
Scott Esparza Scott Esparza's Heffernan Insurance Brokers Experience June 2010 - August 2014
Job Online Sales and Operations Manager at California Strength
Industry Professional Training & Coaching
Experience
California Strength July 2015 - Present
UC Berkeley August 2010 - June 2015
Heffernan Insurance Brokers June 2010 - August 2014
FASTSIGNS® (Dublin, CA) May 2009 - August 2009
Trinity Lutheran Church January 2004 - June 2009
Skills
Sales, Sales Management, Coaching, Strength & Conditioning, Time Management, Leadership, Public Speaking, Teamwork, Social Networking, Negotiation, Conflict Resolution, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Microsoft PowerPoint, Data Entry, Salesforce.com, Social Media
Education
University of California, Berkeley 2010 — 2015
Bachelor’s Degree, American Studies with a concentration in Negotiation and Conflict Resolution
Amador Valley High School 2006 — 2010
High School
California Strength July 2015 - Present
UC Berkeley August 2010 - June 2015
Heffernan Insurance Brokers June 2010 - August 2014
FASTSIGNS® (Dublin, CA) May 2009 - August 2009
Trinity Lutheran Church January 2004 - June 2009
Skills
Sales, Sales Management, Coaching, Strength & Conditioning, Time Management, Leadership, Public Speaking, Teamwork, Social Networking, Negotiation, Conflict Resolution, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Microsoft PowerPoint, Data Entry, Salesforce.com, Social Media
Education
University of California, Berkeley 2010 — 2015
Bachelor’s Degree, American Studies with a concentration in Negotiation and Conflict Resolution
Amador Valley High School 2006 — 2010
High School
John Vipiana's Heffernan Insurance Brokers Experience September 2001 - Present
Job Senior Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers September 2001 - Present
Skills
Professional Liability, D&O, Workers Compensation, Risk Management, Commercial Insurance, Employment Practices...
Education
Sonoma State University
Heffernan Insurance Brokers September 2001 - Present
Skills
Professional Liability, D&O, Workers Compensation, Risk Management, Commercial Insurance, Employment Practices...
Education
Sonoma State University
Keith Merkler's Heffernan Insurance Brokers Experience October 2014 - Present
Job Operations Manager at Heffernan Retirement Services
Industry Insurance
Experience
Heffernan Insurance Brokers October 2014 - Present
Heffernan Retirement Services October 2014 - Present
Pilot Benefits December 2005 - October 2014
THM Companies January 2002 - November 2005
Polar Ice Entertainment January 1997 - January 2001
The Portledge School September 1993 - December 1996
Education
Portledge 1985 — 2000
Princeton University 1989 — 1993
A.B., Politics
Heffernan Insurance Brokers October 2014 - Present
Heffernan Retirement Services October 2014 - Present
Pilot Benefits December 2005 - October 2014
THM Companies January 2002 - November 2005
Polar Ice Entertainment January 1997 - January 2001
The Portledge School September 1993 - December 1996
Education
Portledge 1985 — 2000
Princeton University 1989 — 1993
A.B., Politics
Erika Kramer's Heffernan Insurance Brokers Experience 1995 - 1996
Job Risk Management Specialist at Building Materials Holding Corp
Industry Building Materials
Experience
Building Materials Holding Corp account managerjenkins athens2004 - 2005
allied north america 2002 - 2004
Tanner Insurance Brokers 1997 - 2001
liberty mutual insurance company 1995 - 1996
heffernan insurance brokers 1995 - 1996
Education
Saint Mary's College of California 1997 — 2001
Building Materials Holding Corp account managerjenkins athens2004 - 2005
allied north america 2002 - 2004
Tanner Insurance Brokers 1997 - 2001
liberty mutual insurance company 1995 - 1996
heffernan insurance brokers 1995 - 1996
Education
Saint Mary's College of California 1997 — 2001
Jennifer (Long) Balestrieri's Heffernan Insurance Brokers Experience June 2002 - April 2012
Job Client Executive at Barney and Barney, a Marsh & McLennan Agency LLC Company
Industry Insurance
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2012 - Present
Heffernan Insurance Brokers June 2002 - April 2012
Skills
D&O, Professional Liability, Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., Employment Practices..., Brokers, Legal Liability, Casualty, Liability, Underwriting, Commercial Lines, Umbrella Insurance, General Insurance, Health Insurance, Life Insurance, Directors & Officers...
Education
University of Nevada-Las Vegas
Bachelor of Science, Business Administration/Finance
Barney & Barney, a Marsh & McLennan Agency LLC Company May 2012 - Present
Heffernan Insurance Brokers June 2002 - April 2012
Skills
D&O, Professional Liability, Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., Employment Practices..., Brokers, Legal Liability, Casualty, Liability, Underwriting, Commercial Lines, Umbrella Insurance, General Insurance, Health Insurance, Life Insurance, Directors & Officers...
Education
University of Nevada-Las Vegas
Bachelor of Science, Business Administration/Finance
Jenna Wong's Heffernan Insurance Brokers Experience February 2012 - Present
Job Benefits Specialist at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers February 2012 - Present
West Contra Costa Unified School District June 2006 - Present
Heffernan Insurance Brokers May 2011 - February 2012
TLB Insurance Services, Inc. April 2009 - April 2011
Coral Tree Café March 2006 - July 2007
Skills
Insurance, PowerPoint, Management, Microsoft Excel, Analysis, Outlook, Social Media, Employee Benefits, Microsoft Office, Presentations
Education
University of California, Santa Barbara 2004 — 2008
BA, Global and International Studies
Heffernan Insurance Brokers February 2012 - Present
West Contra Costa Unified School District June 2006 - Present
Heffernan Insurance Brokers May 2011 - February 2012
TLB Insurance Services, Inc. April 2009 - April 2011
Coral Tree Café March 2006 - July 2007
Skills
Insurance, PowerPoint, Management, Microsoft Excel, Analysis, Outlook, Social Media, Employee Benefits, Microsoft Office, Presentations
Education
University of California, Santa Barbara 2004 — 2008
BA, Global and International Studies
Tamara Sokolov's Heffernan Insurance Brokers Experience March 2013 - Present
Job Client Relations Manager for Heffernan Investment Advisors
Industry Financial Services
Experience
Heffernan Insurance Brokers March 2013 - Present
Heffernan Insurance Brokers February 2008 - Present
Skills
Event Planning, Teaching, Team Building, Leadership Development, Youth Programs, Sailing, Budget, Microsoft Office, Salesforce.com, Sales Presentations, Keynote, Grant Writing, Morningstar, Junxure, Facebook, Social Media Marketing, Social Media
Education
San Francisco State University 2004 — 2007
Bachelor of Arts (B.A.), European History
Heffernan Insurance Brokers March 2013 - Present
Heffernan Insurance Brokers February 2008 - Present
Skills
Event Planning, Teaching, Team Building, Leadership Development, Youth Programs, Sailing, Budget, Microsoft Office, Salesforce.com, Sales Presentations, Keynote, Grant Writing, Morningstar, Junxure, Facebook, Social Media Marketing, Social Media
Education
San Francisco State University 2004 — 2007
Bachelor of Arts (B.A.), European History
Marjorie Levy's Heffernan Insurance Brokers Experience December 2006 - February 2009
Job at Jim Joseph Foundation
Industry Nonprofit Organization Management
Experience
University of South Florida August 2012 - Present
Jim Joseph Foundation July 2009 - August 2011
Heffernan Insurance Brokers December 2006 - February 2009
United Jewish Communities October 2005 - October 2006
Education
University of South Florida College of Social Work 2012 — 2014
Masters in Social Work, Social Work
University of Arizona 2001 — 2004
University of South Florida August 2012 - Present
Jim Joseph Foundation July 2009 - August 2011
Heffernan Insurance Brokers December 2006 - February 2009
United Jewish Communities October 2005 - October 2006
Education
University of South Florida College of Social Work 2012 — 2014
Masters in Social Work, Social Work
University of Arizona 2001 — 2004
Lawren Chung's Heffernan Insurance Brokers Experience July 2008 - Present
Job RISK MANAGEMENT / CLAIMS
Industry Insurance
Experience
Heffernan Insurance Brokers July 2008 - Present
Education
University of California, Los Angeles
Heffernan Insurance Brokers July 2008 - Present
Education
University of California, Los Angeles
Kristen Gottlieb's Heffernan Insurance Brokers Experience July 2005 - July 2006
Job Benefits Consultant at Benefit Enrollment Counselor Independent Contractor
Industry Insurance
Experience
Benefit Enrollment Counselor - Independent Contractor May 2014 - Present
Standard Insurance Company May 2008 - March 2014
The Standard June 2006 - May 2008
Heffernan Insurance Brokers July 2005 - July 2006
Cascade Phillip June 2001 - July 2005
Skills
Public Speaking, Entrepreneurship, Insurance, HTML, Salesforce.com, Underwriting, Property & Casualty..., Disability Insurance, Brokers, Health Insurance, Account Management, Life Insurance, Strategic Planning, New Business Development, Marketing
Education
Oregon Health and Life Insurance License 2014 — 2014
Portland State University 1997 — 2001
Bachelor of Science (BS), Business
St. Mary's Academy 1994 — 1997
HS
Benefit Enrollment Counselor - Independent Contractor May 2014 - Present
Standard Insurance Company May 2008 - March 2014
The Standard June 2006 - May 2008
Heffernan Insurance Brokers July 2005 - July 2006
Cascade Phillip June 2001 - July 2005
Skills
Public Speaking, Entrepreneurship, Insurance, HTML, Salesforce.com, Underwriting, Property & Casualty..., Disability Insurance, Brokers, Health Insurance, Account Management, Life Insurance, Strategic Planning, New Business Development, Marketing
Education
Oregon Health and Life Insurance License 2014 — 2014
Portland State University 1997 — 2001
Bachelor of Science (BS), Business
St. Mary's Academy 1994 — 1997
HS
Holly Hildebran's Heffernan Insurance Brokers Experience November 2006 - June 2009
Job Senior Account Manager at EwingLeavitt Insuran
Industry Insurance
Experience
Leavitt Group of Colorado November 2009 - Present
Heffernan Insurance Brokers November 2006 - June 2009
Brown & Brown February 1994 - October 2006
Education
The University of Tennessee Health Science Center 1974 — 1975
Nursing
Leavitt Group of Colorado November 2009 - Present
Heffernan Insurance Brokers November 2006 - June 2009
Brown & Brown February 1994 - October 2006
Education
The University of Tennessee Health Science Center 1974 — 1975
Nursing
Greg Massey's Heffernan Insurance Brokers Experience February 2008 - April 2010
Job Vice President National Restaurant Division (IOA)
Industry Insurance
Experience
Insurance Office of America April 2015 - Present
The Leavitt Group April 2010 - March 2015
Heffernan Insurance Brokers February 2008 - April 2010
Skills
Commercial Insurance, Property, Employment Practices..., Workers Compensation, D, Health Insurance, Umbrella Insurance, Group Insurance, Professional Liability, Brokers, Insurance, Casualty, Liability, Commercial Lines, Property & Casualty..., Management, Safety Management..., Safety Training Programs, General Insurance, Employee Benefits, Sales, Underwriting, Strategic Planning, Casualty Insurance, D&O, New Business Development, Customer Service, Team Building, Claims Management, Marketing, Risk Management, Legal Liability, Leadership, Small Business, Excess, Sales Management, Account Management
Education
University of California, Riverside 1993 — 1998
Bachelors, Business Administration
Insurance Office of America April 2015 - Present
The Leavitt Group April 2010 - March 2015
Heffernan Insurance Brokers February 2008 - April 2010
Skills
Commercial Insurance, Property, Employment Practices..., Workers Compensation, D, Health Insurance, Umbrella Insurance, Group Insurance, Professional Liability, Brokers, Insurance, Casualty, Liability, Commercial Lines, Property & Casualty..., Management, Safety Management..., Safety Training Programs, General Insurance, Employee Benefits, Sales, Underwriting, Strategic Planning, Casualty Insurance, D&O, New Business Development, Customer Service, Team Building, Claims Management, Marketing, Risk Management, Legal Liability, Leadership, Small Business, Excess, Sales Management, Account Management
Education
University of California, Riverside 1993 — 1998
Bachelors, Business Administration
Kulbir Johal's Heffernan Insurance Brokers Experience December 2013 - Present
Job Accounting Manager at Heffernan Insurance Brokers
Industry Consumer Goods
Experience
Heffernan Insurance Brokers December 2013 - Present
Henry Wine Group December 2012 - December 2013
VF Wine April 2010 - December 2012
Golden Gate National Parks Conservancy March 2009 - March 2010
Master Replicas Inc September 2005 - February 2009
Sterlent Credit Union January 2004 - July 2005
Punjabi University 2000 - 2002
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Management, Financial Accounting, General Ledger, Month End Close, Financial Statements, Cash Management, Inventory Management, Financial Analysis, Financial Reporting, Human Resources, Revenue Recognition, Auditing, Budgets, Payroll, Account Reconciliation, Bank Reconciliation, Internal Controls, Fixed Assets
Education
Punjabi University 2000 — 2002
MBA, Finance
Govt College for Women 1997 — 2000
Bachelor of Commerce, Commerce/Business/Accounting
Guru Nanak Public School, India 1994 — 1998
Commerce
Christian Fellowship Center Public School 1985 — 1995
High School, English, Maths, Science, Punjabi, Hindi
Heffernan Insurance Brokers December 2013 - Present
Henry Wine Group December 2012 - December 2013
VF Wine April 2010 - December 2012
Golden Gate National Parks Conservancy March 2009 - March 2010
Master Replicas Inc September 2005 - February 2009
Sterlent Credit Union January 2004 - July 2005
Punjabi University 2000 - 2002
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Management, Financial Accounting, General Ledger, Month End Close, Financial Statements, Cash Management, Inventory Management, Financial Analysis, Financial Reporting, Human Resources, Revenue Recognition, Auditing, Budgets, Payroll, Account Reconciliation, Bank Reconciliation, Internal Controls, Fixed Assets
Education
Punjabi University 2000 — 2002
MBA, Finance
Govt College for Women 1997 — 2000
Bachelor of Commerce, Commerce/Business/Accounting
Guru Nanak Public School, India 1994 — 1998
Commerce
Christian Fellowship Center Public School 1985 — 1995
High School, English, Maths, Science, Punjabi, Hindi
Elizabeth Lawler's Heffernan Insurance Brokers Experience December 2011 - April 2012
Job Senior Client Advocate
Industry Construction
Experience
Willis July 2014 - Present
The Madison Square Garden Company April 2012 - July 2014
Heffernan Insurance Brokers December 2011 - April 2012
Aon Risk Services March 1989 - October 2011
Skills
Commercial Insurance, Liability, General Insurance, Claim, Employee Benefits, Legal Liability, Casualty, New Business Development, Negotiation, Mergers, Strategic Planning, Salesforce.com, Contract Negotiation, Financial Risk, Account Management, Marketing Strategy, Enterprise Risk..., Key Account Management, Customer Service, Risk Management, Property & Casualty..., Long Term Business..., Budgets, Management, Financial Analysis, Insurance, Mergers & Acquisitions, Workers Compensation, Leadership, Long-term Customer..., Profitable Relationships, Professional Liability, Reinsurance
Education
New York University 1989 — 1993
BA, Economics and International Studies
Worcester College, Oxford University 1991 — 1991
Topographical History
Willis July 2014 - Present
The Madison Square Garden Company April 2012 - July 2014
Heffernan Insurance Brokers December 2011 - April 2012
Aon Risk Services March 1989 - October 2011
Skills
Commercial Insurance, Liability, General Insurance, Claim, Employee Benefits, Legal Liability, Casualty, New Business Development, Negotiation, Mergers, Strategic Planning, Salesforce.com, Contract Negotiation, Financial Risk, Account Management, Marketing Strategy, Enterprise Risk..., Key Account Management, Customer Service, Risk Management, Property & Casualty..., Long Term Business..., Budgets, Management, Financial Analysis, Insurance, Mergers & Acquisitions, Workers Compensation, Leadership, Long-term Customer..., Profitable Relationships, Professional Liability, Reinsurance
Education
New York University 1989 — 1993
BA, Economics and International Studies
Worcester College, Oxford University 1991 — 1991
Topographical History
Tyler Caswell's Heffernan Insurance Brokers Experience October 2011 - September 2012
Job Producer at Pritchard & Jerden
Industry Insurance
Experience
Pritchard & Jerden October 2013 - Present
Mark Edward Partners September 2012 - September 2013
Heffernan Insurance Brokers October 2011 - September 2012
Frank Crystal & Company December 2009 - November 2011
Frenkel & Co., Inc. August 2008 - December 2009
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Brokers, Insurance, Liability, Underwriting, Casualty, Sales, Commercial Lines, Workers Compensation, D&O, General Insurance, Employment Practices..., Legal Liability, Casualty Insurance
Education
University of Mississippi - School of Business Administration 2004 — 2008
Business Administration, Insurance & Risk Management
The Lovett School 1990 — 2004
Pritchard & Jerden October 2013 - Present
Mark Edward Partners September 2012 - September 2013
Heffernan Insurance Brokers October 2011 - September 2012
Frank Crystal & Company December 2009 - November 2011
Frenkel & Co., Inc. August 2008 - December 2009
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Brokers, Insurance, Liability, Underwriting, Casualty, Sales, Commercial Lines, Workers Compensation, D&O, General Insurance, Employment Practices..., Legal Liability, Casualty Insurance
Education
University of Mississippi - School of Business Administration 2004 — 2008
Business Administration, Insurance & Risk Management
The Lovett School 1990 — 2004
Darya Oborina's Heffernan Insurance Brokers Experience October 2007 - Present
Job Financial Services Administrator at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers October 2007 - Present
Education
University of San Francisco 2001 — 2005
BA, Finance
Heffernan Insurance Brokers October 2007 - Present
Education
University of San Francisco 2001 — 2005
BA, Finance
Mark Senders's Heffernan Insurance Brokers Experience 2014 - Present
Job SVP at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers 2014 - Present
Pilot Employee Benefits February 1977 - October 2014
Connecticut Mutual Life Insurance Co. May 1974 - January 1977
Education
University of Pennsylvania - The Wharton School 1970 — 1974
MBA, Finance
University of Pennsylvania Law School 1970 — 1974
JD
University of Massachusetts, Amherst 1966 — 1970
BA, Political Science
Heffernan Insurance Brokers 2014 - Present
Pilot Employee Benefits February 1977 - October 2014
Connecticut Mutual Life Insurance Co. May 1974 - January 1977
Education
University of Pennsylvania - The Wharton School 1970 — 1974
MBA, Finance
University of Pennsylvania Law School 1970 — 1974
JD
University of Massachusetts, Amherst 1966 — 1970
BA, Political Science
Wanda Soon's Heffernan Insurance Brokers Experience October 2005 - Present
Job Claims Consultant at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers October 2005 - Present
Skills
Legal Liability, Liability Analysis, D&O, Liability, Commercial Insurance, Insurance, Property, Risk Management, Account Management, Property & Casualty..., Outlook, Professional Liability, Casualty, General Insurance, Brokers, Underwriting, Employment Practices...
Education
University of California, Berkeley 1986 — 1988
BA, English, Asian American Studies
University of California, Santa Cruz 1984 — 1986
English, Asian American Studies
Heffernan Insurance Brokers October 2005 - Present
Skills
Legal Liability, Liability Analysis, D&O, Liability, Commercial Insurance, Insurance, Property, Risk Management, Account Management, Property & Casualty..., Outlook, Professional Liability, Casualty, General Insurance, Brokers, Underwriting, Employment Practices...
Education
University of California, Berkeley 1986 — 1988
BA, English, Asian American Studies
University of California, Santa Cruz 1984 — 1986
English, Asian American Studies
Wyatt Knippen's Heffernan Insurance Brokers Experience August 2004 - April 2015
Job Experienced Business Professional
Industry Insurance
Experience
Heffernan Insurance Brokers August 2004 - April 2015
Port-O-Wall Systems, LLC February 2002 - August 2004
Skills
New Business Development, Property & Casualty..., Commercial Insurance, Legal Liability, Insurance, Customer Satisfaction, Customer Service, Liability, General Insurance
Education
St. Mary's College of California 2008 — 2010
MBA, Business
Sonoma State University 2001 — 2003
BS, Business Management
Heffernan Insurance Brokers August 2004 - April 2015
Port-O-Wall Systems, LLC February 2002 - August 2004
Skills
New Business Development, Property & Casualty..., Commercial Insurance, Legal Liability, Insurance, Customer Satisfaction, Customer Service, Liability, General Insurance
Education
St. Mary's College of California 2008 — 2010
MBA, Business
Sonoma State University 2001 — 2003
BS, Business Management
Cheryl Shaeffer's Heffernan Insurance Brokers Experience September 2007 - Present
Job Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers September 2007 - Present
Education
University of San Diego 1995 — 1997
BBA, Business Administration
Heffernan Insurance Brokers September 2007 - Present
Education
University of San Diego 1995 — 1997
BBA, Business Administration
Amber Carlson, CPDM's Heffernan Insurance Brokers Experience January 2013 - Present
Job Executive Claims Consultant at Heffernan Insurance Brokers, San Francisco
Industry Insurance
Experience
Heffernan Insurance Brokers January 2013 - Present
ESM Solutions June 2012 - December 2012
Jenkins Insurance Group (A Leavitt Group Affiliate) March 2009 - March 2012
Compensation Risk Managers April 2005 - April 2009
Athens Administrators 2000 - 2005
Skills
Insurance, Workers Compensation, Property & Casualty..., Risk Management, Commercial Insurance
Education
University of California, Los Angeles
BA, Social Studies, Cross Cultural Studies
Heffernan Insurance Brokers January 2013 - Present
ESM Solutions June 2012 - December 2012
Jenkins Insurance Group (A Leavitt Group Affiliate) March 2009 - March 2012
Compensation Risk Managers April 2005 - April 2009
Athens Administrators 2000 - 2005
Skills
Insurance, Workers Compensation, Property & Casualty..., Risk Management, Commercial Insurance
Education
University of California, Los Angeles
BA, Social Studies, Cross Cultural Studies
Anthony Robinson's Heffernan Insurance Brokers Experience 2013 - 2014
Job SelfFunding Employee Benefits Consulting and Strategic Management Partner
Industry Insurance
Experience
Meritain Health (An Aetna Company) December 2014 - Present
Heffernan Insurance Brokers 2013 - 2014
Willis 2011 - 2013
Frank Crystal & Company 2008 - 2010
USI Insurance Services 2004 - 2008
Skills
Employee Benefits, Insurance, Health Savings Accounts, Brokers, Disability Insurance, Accident, Claim, Long-term Care, Life Insurance, Benefits Administration, COBRA, Term Life Insurance, Group Insurance, Underwriting, Workers Compensation, Health Care Reform, Health Insurance, Healthcare, Critical Illness, Business Strategy, ERISA, HIPAA, Employee Wellness, Open Enrollment, Real Estate, Leadership, Management, Sales, Strategic Planning, Marketing, Account Management, New Business Development, Property & Casualty..., Customer Service, Customer Retention, Managed Care, Consulting, CRM, General Insurance
Education
Nyack College 2000 — 2004
Bachelor’s in Business Administration, Computer Science & Theology
Meritain Health (An Aetna Company) December 2014 - Present
Heffernan Insurance Brokers 2013 - 2014
Willis 2011 - 2013
Frank Crystal & Company 2008 - 2010
USI Insurance Services 2004 - 2008
Skills
Employee Benefits, Insurance, Health Savings Accounts, Brokers, Disability Insurance, Accident, Claim, Long-term Care, Life Insurance, Benefits Administration, COBRA, Term Life Insurance, Group Insurance, Underwriting, Workers Compensation, Health Care Reform, Health Insurance, Healthcare, Critical Illness, Business Strategy, ERISA, HIPAA, Employee Wellness, Open Enrollment, Real Estate, Leadership, Management, Sales, Strategic Planning, Marketing, Account Management, New Business Development, Property & Casualty..., Customer Service, Customer Retention, Managed Care, Consulting, CRM, General Insurance
Education
Nyack College 2000 — 2004
Bachelor’s in Business Administration, Computer Science & Theology
Brian Dantzig's Heffernan Insurance Brokers Experience August 1999 - Present
Job Senior Vice President / Branch Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers August 1999 - Present
Tanner Insurance Brokers 1997 - 1999
A J Gallagher & Co 1989 - 1997
Education
Saint Mary's College of California 1987 — 1990
BA, Liberal Arts
Amador Valley High School
Heffernan Insurance Brokers August 1999 - Present
Tanner Insurance Brokers 1997 - 1999
A J Gallagher & Co 1989 - 1997
Education
Saint Mary's College of California 1987 — 1990
BA, Liberal Arts
Amador Valley High School
Christine Silan's Heffernan Insurance Brokers Experience 2003 - 2005
Job Account Manager at Brown & Brown Insurance
Industry Insurance
Experience
Brown & Brown Insurance April 2015 - Present
Lockton Companies April 2014 - March 2015
Dealey, Renton & Associates May 2007 - April 2014
Andreini 2005 - 2007
Andreini 2005 - 2007
Andreini 2005 - 2007
Heffernan Insurance Brokers 2003 - 2005
Heffernan Insurance Brokers 2003 - 2005
ABD Insurance Brokers 2001 - 2003
ABD Insurance Brokers 2001 - 2003
Skills
Legal Liability, Commercial Insurance, Property & Casualty..., Professional Liability, Underwriting, Insurance, Brokers, Casualty Insurance, Employment Practices..., General Insurance, Liability, Risk Management, Umbrella Insurance, Workers Compensation
Education
University of Nevada-Reno 1994 — 1996
Westmoor High School
Westmoor High School
Westmoor High School
Westmoor High School
Brown & Brown Insurance April 2015 - Present
Lockton Companies April 2014 - March 2015
Dealey, Renton & Associates May 2007 - April 2014
Andreini 2005 - 2007
Andreini 2005 - 2007
Andreini 2005 - 2007
Heffernan Insurance Brokers 2003 - 2005
Heffernan Insurance Brokers 2003 - 2005
ABD Insurance Brokers 2001 - 2003
ABD Insurance Brokers 2001 - 2003
Skills
Legal Liability, Commercial Insurance, Property & Casualty..., Professional Liability, Underwriting, Insurance, Brokers, Casualty Insurance, Employment Practices..., General Insurance, Liability, Risk Management, Umbrella Insurance, Workers Compensation
Education
University of Nevada-Reno 1994 — 1996
Westmoor High School
Westmoor High School
Westmoor High School
Westmoor High School
Kelvin So's Heffernan Insurance Brokers Experience March 2013 - Present
Job Assistant Controller at Heffernan Insurance Brokers
Industry Accounting
Experience
Heffernan Insurance Brokers March 2013 - Present
Taylorvizion Athlete Management January 2012 - March 2013
Entertainment Managers, LLC January 2011 - March 2012
ZD Consulting, Inc January 2009 - January 2011
IW Group Inc. April 2010 - August 2010
ES Advertising, Inc. April 2007 - December 2008
May’s Tax and Business Services December 2005 - June 2006
Education
Santa Clara University 2012 — 2012
Certificate of Advanced Accounting Proficiency, Accounting
University of California, Los Angeles 2008 — 2010
Bachelor of Arts, International Development Studies
University of California, Los Angeles 2006 — 2008
Bachelor of Arts, Economics
Lynbrook High School 2000 — 2004
Heffernan Insurance Brokers March 2013 - Present
Taylorvizion Athlete Management January 2012 - March 2013
Entertainment Managers, LLC January 2011 - March 2012
ZD Consulting, Inc January 2009 - January 2011
IW Group Inc. April 2010 - August 2010
ES Advertising, Inc. April 2007 - December 2008
May’s Tax and Business Services December 2005 - June 2006
Education
Santa Clara University 2012 — 2012
Certificate of Advanced Accounting Proficiency, Accounting
University of California, Los Angeles 2008 — 2010
Bachelor of Arts, International Development Studies
University of California, Los Angeles 2006 — 2008
Bachelor of Arts, Economics
Lynbrook High School 2000 — 2004
Jermaine Revelo's Heffernan Insurance Brokers Experience April 2012 - June 2013
Job VP, Marketing & Carrier Operations at SelectSolutions Insurance Services, LLC
Industry Insurance
Experience
SelectSolutions July 2013 - Present
Heffernan Insurance Brokers April 2012 - June 2013
Entercom October 2011 - April 2012
Salesforce.com April 2011 - October 2011
Heffernan Insurance Brokers March 2010 - March 2011
Heffernan Insurance Brokers June 2007 - March 2011
Cumulus Media August 2005 - June 2007
Skills
Social Media Marketing, Salesforce.com, Marketing, Management, Social Media, Sales, Microsoft Office, Business Development, Public Speaking, Cold Calling, Account Management, Microsoft Excel, PowerPoint, Team Leadership, Microsoft Word, Outlook, Customer Service, Strategic Planning, CRM, Marketing Strategy, Social Networking, Event Planning, Public Relations, Sales Process, Sales Operations, Strategy, Email Marketing, Advertising, Digital Media, Online Marketing, Sponsorship
Education
San Francisco State University 2001 — 2007
B.A., Radio & Television
SelectSolutions July 2013 - Present
Heffernan Insurance Brokers April 2012 - June 2013
Entercom October 2011 - April 2012
Salesforce.com April 2011 - October 2011
Heffernan Insurance Brokers March 2010 - March 2011
Heffernan Insurance Brokers June 2007 - March 2011
Cumulus Media August 2005 - June 2007
Skills
Social Media Marketing, Salesforce.com, Marketing, Management, Social Media, Sales, Microsoft Office, Business Development, Public Speaking, Cold Calling, Account Management, Microsoft Excel, PowerPoint, Team Leadership, Microsoft Word, Outlook, Customer Service, Strategic Planning, CRM, Marketing Strategy, Social Networking, Event Planning, Public Relations, Sales Process, Sales Operations, Strategy, Email Marketing, Advertising, Digital Media, Online Marketing, Sponsorship
Education
San Francisco State University 2001 — 2007
B.A., Radio & Television
David Bensimon's Heffernan Insurance Brokers Experience January 2011 - June 2011
Job Senior Account Executive at FastPay
Industry Online Media
Experience
FastPay October 2013 - Present
SWGNT April 2011 - Present
LikeLive August 2012 - November 2012
Northwestern Mutual June 2011 - July 2012
Heffernan Insurance Brokers January 2011 - June 2011
Smarter Social Media May 2001 - December 2010
Skills
Digital Media, Digital Marketing, E-commerce, Web Analytics, Online Advertising, Advertising, Eyewear, Knee Surgery, Floral Design, Marketing, Social Media Marketing, Social Media, Marketing Strategy, PowerPoint, Leadership, Artistic Eye, WordPress, Finance, Marketing Communications, Entrepreneurship, Time-efficient, Google Analytics, Internet Entrepreneur, Microsoft Office, Microsoft Excel, Microsoft Word, Media Finance
Education
University of Southern California 2008 — 2012
Bachelor of Business Administration (B.B.A.), minor in Communications Technology, Business Administration, Management and Operations
University of Southern California - Marshall School of Business 2008 — 2012
Business, Entrepreneurship, Finance
FastPay October 2013 - Present
SWGNT April 2011 - Present
LikeLive August 2012 - November 2012
Northwestern Mutual June 2011 - July 2012
Heffernan Insurance Brokers January 2011 - June 2011
Smarter Social Media May 2001 - December 2010
Skills
Digital Media, Digital Marketing, E-commerce, Web Analytics, Online Advertising, Advertising, Eyewear, Knee Surgery, Floral Design, Marketing, Social Media Marketing, Social Media, Marketing Strategy, PowerPoint, Leadership, Artistic Eye, WordPress, Finance, Marketing Communications, Entrepreneurship, Time-efficient, Google Analytics, Internet Entrepreneur, Microsoft Office, Microsoft Excel, Microsoft Word, Media Finance
Education
University of Southern California 2008 — 2012
Bachelor of Business Administration (B.B.A.), minor in Communications Technology, Business Administration, Management and Operations
University of Southern California - Marshall School of Business 2008 — 2012
Business, Entrepreneurship, Finance
Jennifer Mahoney's Heffernan Insurance Brokers Experience February 2013 - Present
Job COO, Chief Operating Officer at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers February 2013 - Present
Heffernan Insurance Brokers February 2006 - January 2013
LFR Levine Fricke June 2005 - January 2006
Skills
General Insurance, Insurance, Umbrella Insurance, Risk Management, Aquisition, Health Insurance, Management, Negotiation, Commercial Lines, Mergers & Acquisitions, Financial Services, Reinsurance, Employee Benefits, Employment Practices..., Claim, Claims Management, Executive Management, Commercial Insurance, Life Insurance
Education
University of California, Berkeley 2002 — 2004
B.S., Chemical Engineering
University of California, San Diego 2000 — 2002
Bachelor of Science (B.S.), Chemical Engineering
Heffernan Insurance Brokers February 2013 - Present
Heffernan Insurance Brokers February 2006 - January 2013
LFR Levine Fricke June 2005 - January 2006
Skills
General Insurance, Insurance, Umbrella Insurance, Risk Management, Aquisition, Health Insurance, Management, Negotiation, Commercial Lines, Mergers & Acquisitions, Financial Services, Reinsurance, Employee Benefits, Employment Practices..., Claim, Claims Management, Executive Management, Commercial Insurance, Life Insurance
Education
University of California, Berkeley 2002 — 2004
B.S., Chemical Engineering
University of California, San Diego 2000 — 2002
Bachelor of Science (B.S.), Chemical Engineering
Shauna Rogers's Heffernan Insurance Brokers Experience 2001 - 2004
Job
Industry Insurance
Experience
FM Global April 2004 - October 2009
Heffernan Insurance Brokers 2001 - 2004
Skills
Microsoft Excel, Microsoft Office
Education
Salt Lake Community College 1990 — 1993
FM Global April 2004 - October 2009
Heffernan Insurance Brokers 2001 - 2004
Skills
Microsoft Excel, Microsoft Office
Education
Salt Lake Community College 1990 — 1993
Travana Colbert's Heffernan Insurance Brokers Experience July 2013 - August 2013
Job Office Coordinator at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage August 2015 - Present
Pottery Barn August 2014 - August 2015
Cecy J Interiors November 2013 - December 2013
Heffernan Insurance Brokers July 2013 - August 2013
Jumpstart September 2011 - May 2012
Hollister Co. May 2010 - September 2011
Skills
Teamwork, Public Relations, Microsoft Office, Student Counseling, Social Media, Volunteering, Telephone Skills, Time Management, Photoshop, Community Outreach, Planning & Organizing..., Final Cut Pro, Stylists, Eye for Details, Motivated self-starter, Creativity Skills, Team-oriented, Always Willing to Learn, Highly personable, Interior Design, Public Speaking, Adaptable to Changes, Multi Tasking, Interpersonal Skill, Team Player, Flexibility, Microsoft Excel, Microsoft Word, Team Building, PowerPoint, Student Affairs, Event Planning, Administrative..., Customer Service, Sales
Education
Saint Mary's College of California 2009 — 2013
Bachelor's degree, Communication
John Cabot University Italy, Rome 2013 — 2013
Communication and Media Studies
Coldwell Banker Residential Brokerage August 2015 - Present
Pottery Barn August 2014 - August 2015
Cecy J Interiors November 2013 - December 2013
Heffernan Insurance Brokers July 2013 - August 2013
Jumpstart September 2011 - May 2012
Hollister Co. May 2010 - September 2011
Skills
Teamwork, Public Relations, Microsoft Office, Student Counseling, Social Media, Volunteering, Telephone Skills, Time Management, Photoshop, Community Outreach, Planning & Organizing..., Final Cut Pro, Stylists, Eye for Details, Motivated self-starter, Creativity Skills, Team-oriented, Always Willing to Learn, Highly personable, Interior Design, Public Speaking, Adaptable to Changes, Multi Tasking, Interpersonal Skill, Team Player, Flexibility, Microsoft Excel, Microsoft Word, Team Building, PowerPoint, Student Affairs, Event Planning, Administrative..., Customer Service, Sales
Education
Saint Mary's College of California 2009 — 2013
Bachelor's degree, Communication
John Cabot University Italy, Rome 2013 — 2013
Communication and Media Studies
Tyler Abegg's Heffernan Insurance Brokers Experience June 2013 - September 2013
Job Customer Service at University of Oregon Recreation Center
Industry Insurance
Experience
University of Oregon Recreation Center October 2013 - Present
Heffernan Insurance Brokers June 2013 - September 2013
Made In Oregon December 2012 - December 2012
United States Soccer Federation January 2004 - December 2012
Lake Oswego Soccer Club June 2010 - September 2012
Skills
Microsoft Word, PowerPoint, Social Media, Customer Service
Education
University of Oregon 2009 — 2015
Bachelor of Science in Economics and International Studies
Lakeridge High School 2005 — 2009
University of Oregon Recreation Center October 2013 - Present
Heffernan Insurance Brokers June 2013 - September 2013
Made In Oregon December 2012 - December 2012
United States Soccer Federation January 2004 - December 2012
Lake Oswego Soccer Club June 2010 - September 2012
Skills
Microsoft Word, PowerPoint, Social Media, Customer Service
Education
University of Oregon 2009 — 2015
Bachelor of Science in Economics and International Studies
Lakeridge High School 2005 — 2009
Gabrielle Lim's Heffernan Insurance Brokers Experience September 2011 - May 2013
Job Student at St. Mary's College of California
Industry Chemicals
Experience
Saint Mary's College of California August 2013 - Present
Heffernan Insurance Brokers September 2011 - May 2013
San Francisco AIDS Foundation September 2010 - May 2011
Skills
Data Entry, Receptionist Duties, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Administrative...
Education
Saint Mary's College of California 2013 — 2017
Immaculate Conception Academy 2009 — 2013
Saint Mary's College of California August 2013 - Present
Heffernan Insurance Brokers September 2011 - May 2013
San Francisco AIDS Foundation September 2010 - May 2011
Skills
Data Entry, Receptionist Duties, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Administrative...
Education
Saint Mary's College of California 2013 — 2017
Immaculate Conception Academy 2009 — 2013
James Havener's Heffernan Insurance Brokers Experience January 2015 - Present
Job Assistant Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2015 - Present
Chow Restaurant
Skills
Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Management, Research, Social Media, Event Planning, Sales
Education
Saint Mary's College of California 2012 — 2014
Bachelor's degree, Psychology
Heffernan Insurance Brokers January 2015 - Present
Chow Restaurant
Skills
Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Management, Research, Social Media, Event Planning, Sales
Education
Saint Mary's College of California 2012 — 2014
Bachelor's degree, Psychology
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO