LISI Company
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LISI Employees
AlphaStaff July 2015 - Present
LISI May 2014 - Present
ADP May 2010 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Editing, Negotiation, Marketing, Sales, Leadership, Recruiting, Payroll, ADP Payroll, HRIS, Benefits Administration, Talent Management, PEO, Human Resources, Workers Compensation, Account Management, Training, Management
Education
Point Loma Nazarene University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Communicaitons
Calaveras High School 2002 — 2006
LISI March 2011 - Present
LISI May 2008 - Present
Colonial Life December 2005 - April 2008
Aetna September 1996 - December 2005
Skills
Training, Leadership, Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Brokers, Term Life Insurance, Underwriting, Dentistry, Insurance, Medicare, Life Insurance, Long-term Care, Sales Management, COBRA, Managed Care, Health Care Reform, Group Medical, HMO, Self-funded, Benefits Administration, Workers Compensation, Claim, Selling, Flexible Spending..., Group Insurance, Health Policy, Long Term Care Insurance, Accident, PPO, Property & Casualty..., HRA, Universal Life, Voluntary Employee..., Cafeteria Plans, Critical Illness, Open Enrollment, Whole Life, Employee Wellness, Medicare Part D, Accident Insurance, Commercial Insurance, Sales Operations, Fixed Annuities, FSA, Employee Wellness..., Vision Insurance, 401k, General Insurance
Education
Brigham Young University
Bachelor of Arts (BA), Communications / Film / Media
CATE
Long Term Care Financial Partners January 2014 - Present
Silver Advantage Insurance Services, LLC March 2013 - Present
Total Compensation Solutions August 2012 - February 2013
Word and Brown Individual Division August 2011 - July 2012
WellPoint 2009 - August 2011
Anthem Blue Cross August 1995 - January 2009
LISI 2001 - 2002
Farmers Insurance Group March 1983 - September 1995
Mult/Wash CETA Consortium 1978 - 1980
Skills
Underwriting, Leadership, Claim, Sales, Property & Casualty..., Small Business, Training, Healthcare, Fixed Annuities, HMO, New Business Development, Group Insurance, Marketing, Managed Care, Sales Operations, Management, Benefits Administration, Strategic Planning, Recruiting, Team Building, Insurance Brokerage, Pensions, Commercial Insurance, HIPAA, Self-funded, Health Care Reform, Retirement Planning, Budgets, SaaS, 401k, Executive Management, Medicare, Medicare Advantage, Medicare Prescription..., Medicare Part D, Teacher Training, Training Delivery, Highly motivated..., Sales Management, Long Term Relationship..., Long-term Care, Long Term Business...
Education
University of Oregon 1974 — 1978
Bachelor of Arts, Community Service & Public Administration
University of Oregon - Lila Acheson Wallace School of Community Service and Public Administration 1973 — 1978
Bachelor of Arts, Community Service and Public Administration
Andrew Jackson High School
Wilson High School
ADP September 2014 - Present
The Active Network March 2013 - May 2014
LISI April 2012 - March 2013
Barney & Barney 2010 - April 2012
Skills
Employee Benefits, Negotiation, Sales Management, Project Planning, Real Estate, Sales, Sales&Marketing, Insurance, Project Management, Health Insurance, Budgets, Marketing, PowerPoint, Strategy, Salesforce.com, Marketing Strategy, Start-ups, Business Planning, New Business Development, SaaS
Education
The Ohio State University
Bachelor of Arts, International Studies of World Economics and Business
LISI September 2014 - February 2015
Advantage Sales & Marketing May 2013 - July 2013
Skills
Marketing, Digital Marketing, Social Media Marketing, Customer Service, Sales, Administrative Support
Education
California State University-Long Beach 2011 — 2014
Bachelor's Degree, Marketing
Orange Coast College 2008 — 2011
Associate's Degree, Business Administration
LISI March 2014 - Present
Franklin J Garcia Inc. June 2012 - March 2014
UnitedHealthcare August 2007 - February 2009
Healthy Choice April 2006 - August 2007
Indymac Bank 2003 - 2005
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, SmartOffice, Health Insurance, Life Insurance, Group Insurance, Time Management, Customer Service, Microsoft Office
Education
California State University-Los Angeles 1997 — 2004
Bachelor's degree, Child Development
Fullerton College
Intercare Insurance Solutions, a HUB International Company September 2013 - Present
LISI October 2011 - July 2013
5th Avenue Insurance Services August 2004 - October 2011
Skills
Health Savings Accounts, Health Insurance, Brokers, Insurance, HMO, Underwriting, Disability Insurance, Sales Management, Employee Benefits, Account Management, Term Life Insurance, Property & Casualty..., Individual Health..., Life Insurance, Long-term Care, Workers Compensation, Benefits Administration, Group Insurance, COBRA, Medicare, Accident, Licensed Life, Health Policy, Sales, Claim
Education
San Diego State University-California State University 1996 — 2001
Bachelor of Arts in Liberal Arts & Sciences, Political Science and Government
University of San Diego High School 1992 — 1996
LISI June 2011 - Present
Eric Tapia Insurance & Financial Services June 2005 - June 2011
WellPoint 2001 - 2006
Magic Johnson Foundation 2001 - 2002
Los Angeles Lakers 2000 - 2001
Skills
Highly Motivated, Market Knowledgable, Personable, Motivation, Health Insurance, Insurance, Health Savings Accounts, Sales Management, Brokers, Disability Insurance, Sales, Marketing Strategy, Term Life Insurance, New Business Development, Marketing, Life Insurance, Underwriting, Account Management, Negotiation, Customer Retention, Direct Sales, Employee Benefits, Long-term Care, Small Business, Customer Service, Management, Leadership, Training, Strategic Planning, Team Building
Education
California State University-Northridge 1997 — 2001
Marketing, Business: Marketing
Pierce College 1995 — 1997
CastleLite Block LLC September 2014 - Present
Graybar June 2012 - September 2014
Cosentino North America February 2009 - June 2012
Stone Etc. March 2006 - February 2009
ESR April 2003 - March 2006
LISI February 2001 - April 2003
Skills
Sales Management, Customer Service, Inventory Management, Account Management, New Business Development, Contract Negotiation, Sales, ACCOMPLISHMENTS ..., Selling, Management, Sales Operations, Marketing, Leadership, Training, Pricing, Marketing Strategy, Negotiation, Direct Sales, Team Building, Trade Shows, Business Development, Solution Selling, Key Account Management, Strategic Planning
Education
Los Medanos College
LISI April 2015 - Present
LISI October 2014 - April 2015
Benefit Agents March 2014 - October 2014
SEPHORA November 2009 - May 2012
MILLY NY, T.S.S. Showroom June 2008 - May 2009
Bloomingdale's November 2007 - June 2008
Rock & Republic May 2005 - August 2007
Skills
Fashion, Public Relations, Styling, Merchandising, Apparel, Sales, Marketing, Covered CA, Event Management, Retail, Health Insurance, Fashion Shows, Customer Service, Advertising, Wholesale Sales, Cosmetics, Beauty Industry, Trade Shows, Event Planning, Makeup Artistry, Skin Care, Denim, Microsoft Office
Education
California State University-Long Beach 2001 — 2006
Fashion Merchandising, Business Marketing
Reliance Standard May 2014 - Present
Arthur J. Gallagher and Co. August 2012 - March 2014
Aetna November 2007 - June 2012
WellPoint February 2006 - July 2007
American Insurance Brokers 2005 - 2006
LISI 2004 - 2005
Health Net July 2001 - November 2004
Skills
Direct Sales, Client Relations Skills, National Accounts..., Public and Labor..., Open Enrollment..., Account Management, Coaching, Customer Service, Employee Benefits, Marketing, Team Building, Customer Satisfaction, Insurance, Health Insurance, Health Savings Accounts, Brokers, Health Care Reform, COBRA, Sales, Strategic Planning, Disability Insurance, Life Insurance
Education
Southern Illinois University, Carbondale
Trace3 2015 - Present
Trace3 February 2012 - 2014
LISI November 2011 - January 2012
Working Wardrobes for a New Start January 2011 - June 2011
XPress Services Corporation January 2007 - April 2011
Skills
Customer Service, Salesforce.com, Process Improvement, Recruiting, Management, Training, Microsoft Office, Marketing, Event Management, Event Planning, Social Media, Public Speaking, Community Outreach, Time Management, Program Management, Vendor Management
Education
California State University-Fullerton
BA
LISI January 2011 - Present
National Association of Health Underwriters September 2010 - September 2011
Warner Pacific Insurance Services April 2004 - January 2011
Los Angeles Association of Health Underwriters July 2008 - June 2009
TO-WLV Regional Chamber of Commerce 2007 - 2008
WellPoint 1984 - 2003
Family Karate Center 1988 - 1997
Skills
Sales Management, Marketing Strategy, Strategic Planning, Customer Relations, Business Planning, Customer Service, Situation Analysis, Health Insurance, Account Management, Advertising, Analysis, Brokers, Budgets, Business Development, Business Strategy, Coaching, Competitive Analysis, Direct Marketing, Disability Insurance, Email Marketing, Employee Benefits, Health Savings Accounts, Healthcare, Insurance, Leadership, Life Insurance, Management, Marketing, Marketing Communications, Medicare, New Business Development, Online Marketing, Product Marketing, Public Speaking, Recruiting, Sales, Sales Operations, Start-ups, Strategic Communications, Strategy, Team Building, Term Life Insurance, Training, Employee Recognition
Education
University of Phoenix 1998 — 2000
MBA, Business
California State University-Northridge 1982 — 1985
BS, Clinical Psychology
Glendora High
LISI September 2013 - Present
Thales January 2011 - February 2011
Skills
Microsoft Office, English, Microsoft Excel, PowerPoint, Team Leadership, Teamwork, Microsoft Word, Spanish
Education
Université de Technologie de Compiègne 2010 — 2015
Génie Biologique, Biomatériaux - Biomechanique
University of Pennsylvania 2012 — 2013
Exchange Student, Bioengineering (Biomaterials and Biomechanics)
Lycée Notre-Dame-du-Grandchamp 2009 — 2010
Classe préparatoire ECS
Pinnacle Claims Management, Inc. March 2014 - Present
Aetna November 2012 - February 2014
Kaiser October 2012 - November 2012
LISI September 2011 - June 2012
Aetna November 2001 - August 2011
Skills
Communication Skills, Building Relationships, Problem Solving, Work Ethic, Team-oriented, Sales, Sales Motivation, AHIP Certified, Health Savings Accounts, Microsoft Word, Sales Presentations, Employee Benefits, Brokers, Customer Service, Microsoft Excel, New Business Development, Disability Insurance, Healthcare, Claim, Life Insurance, Health Insurance, Insurance, Dentistry, Benefits Administration, Outlook, Group Medical, Selling, COBRA, Workers Compensation, Medicare, Account Management, Flexible Spending..., Health Care Reform, Term Life Insurance
Education
2 years at Fresno City College
Fresno City College
Fresno Pacific University
LISI September 2011 - Present
Skills
Collaborative Program..., Healthcare Industry, Medical Underwriting
Education
UCLA 1998 — 2002
LISI September 2010 - Present
Keenan & Associates October 2009 - August 2010
Firm United Healthcare October 2007 - September 2009
Blue Shield of Calfornia August 2003 - September 2007
CBP Technologies (Subsidiary of USI Insurance Brokers) September 2001 - August 2003
Maxicare Health Plans, Inc. June 1995 - September 2001
Safeguard Health Plans, Inc January 1988 - January 1995
Oral Health Services, Inc January 1987 - January 1988
Skills
Account Management, Analysis, Brokers, COBRA, Commercial Insurance, Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, HIPAA, Health Care Reform, Health Insurance, Health Savings Accounts, Healthcare, Insurance, Leadership, Life Insurance, Long-term Care, Managed Care, Management, Marketing, Marketing Strategy, Medicare, New Business Development, Program Management, Sales, Sales Operations, Self-funded, Selling, Team Building, Term Life Insurance, Underwriting, Workers Compensation
Education
California State University-Fullerton 1984 — 1986
BA, Communications/Public Relations
College of the Canyons 1981 — 1984
Associate of Science, Math/Science
Protected Profits Insurance Services Inc. July 2012 - Present
LISI September 2004 - July 2012
Pac Diversified Insurance May 2003 - August 2004
BenefitMall December 2001 - June 2003
Pacificare Insurance November 2001 - December 2002
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Brokers, Insurance, Term Life Insurance, Long-term Care, Dentistry, Life Insurance, Medicare, Group Medical, Underwriting, Sales Management, Account Management, Benefits Administration, Flexible Spending..., Open Enrollment, HMO, Sales, Managed Care, Health Care Reform, COBRA, Group Insurance, Claim, Self-funded
Education
San Francisco State University 1987 — 1989
Business/Marketing
San Francisco State University 1983 — 1985
Bachelor of Arts, Communicatios
LISI November 2011 - Present
Bennett Financial Group January 2011 - November 2011
Linda Nelson March 1998 - August 2011
Little Company of Mary Hospital May 2010 - June 2010
Eastside Christian Church March 2000 - October 2008
ADT Security Services October 1999 - February 2000
Precision Events February 1998 - October 1999
Skills
Customer Service
Education
Fullerton College
AA, Liberal Arts
LISI August 2009 - Present
Word & Brown October 2003 - August 2009
Skills
HRA, Vision Insurance, Risk Management, Insurance, Health Insurance, Self-funded, Group Insurance, Brokers
Education
California State University-Los Angeles
BS, Foods and Nutrition
City of San Mateo April 2012 - Present
Melaleuca December 2006 - December 2013
See's Candies October 2006 - February 2011
RSA Security 1999 - 2003
LISI 1999 - 2001
Krames Communications 1996 - 1999
Skills
Event Planning, Negotiation, Social Media Marketing, Social Networking, Customer Service, Outlook, Direct Sales, Public Speaking, Lead Generation, New Business Development, Account Management, Social Media, Marketing, Marketing Communications, Leadership, Time Management, Team Building, Fundraising, Event Management, Public Relations
Education
San Francisco State University
LISI July 2006 - Present
Nico Insurance Services, Inc. May 1990 - July 2006
Prudential Insurance 1985 - 1989
Skills
Health Savings Accounts, group benefits..., COBRA, claims administration, Health Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, HMO, Benefits Administration, Customer Service, Vision Insurance, FSA, Sales, Cafeteria Plans, PPO, Claim, Flexible Spending..., Group Medical, Self-funded, Insurance, Brokers, Claim Investigation, Underwriting, Life Insurance, Health Care Reform, Long-term Care, Open Enrollment, Long Term Care Insurance, Group Insurance, Dentistry
Education
San Diego State University-California State University 1981 — 1983
BA, journalism
LISI March 2003 - July 2011
E.P.A. Law Project November 1999 - March 2003
Skills
Bilingual-Spanish, Sales Support, Customer Service, Employee Benefits, Insurance, Health Insurance, Sales, Management, Sales Management, Budgets, Brokers, Data Analysis, Selling, Claim, Leadership, Customer Satisfaction, Team Leadership, Training
Education
Borough of Manhattan Community College
LISI December 2009 - Present
Paychex April 2013 - July 2013
Downey Insurance Services December 2008 - May 2010
Health Net June 2007 - February 2009
Sekure Healthcare July 2006 - June 2007
United Concordia 2005 - 2006
Blue Shield of California 2003 - 2005
Skills
Employee Benefits, Insurance, Health Insurance, New Business Development, Strategy, Health Savings Accounts, Underwriting, Brokers, Sales, Group Insurance, Territory Development, Term Life Insurance, Disability Insurance, Long-term Care, Management, Sales Presentations, Program Management, Sales Operations, Life Insurance, Sales Effectiveness, COBRA, Health Care Reform
Education
Certified Employee Benefits Specialist 2014 — 2015
CETYS Universidad 1998 — 2002
BA, International Business
Dale Carnegie
San Diego State University-California State University
Vincent Memorial High School
FILNM March 2010 - Present
FLO October 2012 - May 2015
LISI March 2011 - December 2012
CoPower April 2012 - November 2012
Los Angeles Association of Health Underwriters November 2011 - May 2012
Anthem April 2008 - May 2012
Skills
Multimedia, Motion Graphics, Video, Video Editing, Photography, Web Design, Health Insurance, Color Correction, Film, Editing, Social Media, Advertising, Customer Service
Education
Seattle University 2015 — 2017
Bachelor's degree, Web Page, Digital/Multimedia and Information Resources Design
Moorpark College 2006 — 2008
Associate of Arts (A.A.), Film/Cinema/Video Studies
Academy of Entertainment and Technology
Maya 3D Animation
LISI May 2009 - Present
EPIC June 2008 - May 2009
T-Mobile 2005 - 2006
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Brokers, Underwriting, Property & Casualty..., Workers Compensation, Life Insurance, Sales, Term Life Insurance, Sales Management, New Business Development, Health Savings Accounts, Selling, Managed Care, Commercial Insurance, Claim, Long-term Care, Medicare
Education
University of California, Santa Barbara 1999 — 2002
BA, Business Economics/Religious Studies
Nocito Benefit Insurance Services January 2004 - Present
Maw Michener & Associates 2001 - 2004
LISI 1995 - 2001
KCRA 1989 - 1995
Skills
Small Business, Negotiation, Team Building, New Business Development, Strategic Planning, Sales Management, Contract Negotiation, Insurance, Business Strategy, Social Media Marketing
Education
California State University-Sacramento 1987 — 1992
Communications, CSU, Sacramento
Mills High School
Handel Architects June 2014 - Present
Wyndham Vacation Ownership January 2014 - June 2014
The Cheesecake Factory April 2012 - March 2014
LISI November 2012 - December 2013
Starbucks October 2010 - May 2012
Hallmark September 2007 - August 2010
Skills
Coffee, Espresso, Barista Training, Merchandising, Store Operations, Retail, Visual Merchandising, Inventory Management, Customer Service, POS, Multi-unit, Social Networking, Data Entry, Sales, Microsoft Excel, Customer Satisfaction, Time Management, Microsoft Office, PowerPoint, Social Media, Event Planning, Microsoft Word
Education
Sonoma State University 2008 — 2011
Bachelor of Arts (B.A.), Economics
Sonoma State University School of Business and Economics 2008 — 2011
Economics
MBE Magazine August 2014 - Present
Barbara J Bolls-Guillory January 2013 - Present
Red Hill Studios July 2013 - June 2014
LISI February 2008 - November 2011
LISI March 2004 - February 2008
Jaeger & Associates 2002 - 2004
Red Hill Studios 2000 - 2002
Graphic Blade Studios 1998 - 2000
Skills
Graphic Design, Illustration, Web Design, Digital Illustration, Illustrator, Copywriting, Graphics, Branding & Identity, Layout, Copy Editing, User Interface Design, Editing, Adobe Creative Suite, Customer Service, Email Marketing, Online Marketing, Photoshop, Dreamweaver, Branding, InDesign, Microsoft Office, Drawing, HTML, Sketching, Collateral, Craft, Vector Illustration, Logo Design, Posters, Mac, Banners, Flyers, User Interface, Business Cards, Typography, Brochures, Newsletters, Art
Education
City College of San Francisco 1992 — 1999
International Studies Academy 1989 — 1992
Academy of Art University
Revere Academy of Jewelry Arts
Participant Media June 2015 - September 2015
Whole Foods Market April 2013 - September 2014
LISI September 2011 - March 2013
Rallyon December 2008 - August 2011
Security Research Associates July 2008 - September 2008
District Office of Congresswoman Anna Eshoo June 2007 - August 2007
Skills
Start-ups, Product Management, User Experience, Email Marketing, Social Media Marketing, Web Content Management, Content Development, Program Management, Health Insurance, Employee Wellness, Web Project Management, Quality Assurance, Market Research, Health Savings Accounts, Strategic Partnerships, Analytics, Employee Benefits, Online Marketing, Sales, Entrepreneurship, Competitive Analysis, Lead Generation, Management, Strategic Planning, Web Analytics, Team Building, CRM, Online Advertising, SEO, Product Development, Health Policy, Integration, Product Marketing, Project Management, Account Management, Marketing, Google Analytics, Brand Development, SaaS, Data Analysis, Benefits Administration, Market Analysis, Integrated Marketing
Education
University of California, Davis - Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Social Responsibility Strategy, GPA: 3.95
Duke University 2004 — 2008
Bachelor of Arts, Public Policy Studies
LISI April 2014 - Present
Boys and Girls Clubs of Huntington Valley February 2014 - November 2014
YMCA of Orange August 2013 - November 2013
Anaheim Family YMCA October 2006 - August 2013
Skills
Program Development, Staff Development, Volunteer Management, Event Planning, Youth Development, Grants, Youth Programs, Microsoft Office, Program Administration, Program Budgeting, Volunteer Training, Program Coordination, Youth Engagement, Event Management, Non-profit Leadership, Non-profit..., Leadership, Training
Education
CSULB 2008 — 2011
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Cypress College 2006 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
LISI June 2008 - Present
Education
California Polytechnic State University-San Luis Obispo
The Hunt Group 2005 - 2013
Blue Shield of California 1996 - 2007
LISI 2004 - 2005
Blue Shield of California 1996 - 2004
FHP Incorporated 1995 - 1996
Skills
Health Insurance, Insurance, Underwriting, Brokers, Claim, Property & Casualty..., Medicare, Employee Benefits, Disability Insurance, Managed Care, Life Insurance, Workers Compensation, Commercial Insurance, Casualty, Claims Management, Health Savings Accounts, Term Life Insurance, General Insurance, Customer Service, HIPAA, Long-term Care, Customer Retention, Sales, Sales Management, Strategic Planning, Public Speaking, Team Building
Education
USC 1975 — 1979
Bachelor of Science (B.S.), Business, Emphasis in Marketing
Thunder Mountain Enterprises March 2015 - Present
LISI June 2008 - August 2013
LISI BROKER January 2008 - August 2013
Colonial Life August 2006 - December 2007
SOLID DATA SYSTEMS, INC January 2000 - January 2002
Netcom 1996 - 2002
ILOG, INC January 1998 - January 2000
NETCOM, INC January 1996 - January 1998
Skills
Recruiting, Management, Training, Human Resources, Employee Benefits, Leadership, Sales, Budgets, Marketing, Microsoft Office, Project Planning, Program Management, Advertising, Sales Management, Health Insurance, Life Insurance, New Business Development, Insurance, Account Management
Education
San Jose State University 1984 — 1986
Los Gatos High School 1978 — 1982
General
LISI February 2015 - Present
Diamond Capital Partners July 2014 - Present
Aria Worldwide January 2012 - Present
Brand Band Inc. October 2009 - January 2015
MIT Media Lab June 2011 - 2013
Hasbro January 2011 - April 2011
Malaria No More April 2009 - September 2009
University of Oxford - Said Business School September 2008 - September 2009
E3 Media Group 2005 - 2008
Dino De Laurentiis Company 2004 - 2005
Skills
Franchise Consulting, Strategic Partnerships, Strategic Consulting, Brand Development, User Experience, Experience Design, Integrated Marketing, Digital Media, Social Media, Streaming Media, Digital Convergence, Transmedia, Franchise Strategy, Product Strategy, Prototyping, Product Development, Film Finance, Feature Films, Visual Effects, Content Strategy, Content Design, Content Development, Co-production, Joint Ventures, Community Development, Digital Distribution, Futurist, Emerging Media, Emerging Technologies, Film Production, Post Production, Film Packaging, Change Management, Management Consulting, Market Analysis, Marketing Strategy, Strategic Planning, Consumer Insights, Consumer Behavior, Consumer Trends, Futurism, New Media, Film, Strategy, Product Management, Business Development, Entrepreneurship, Television, Entertainment, Video
Education
University of Oxford 2008 — 2009
MBA, Business
University of Oxford - Said Business School 2008 — 2009
MBA, Business Administration
Boston University
B.S., Film
San Francisco State University
MA, Interdisciplinary Arts
LISI January 2002 - Present
BenefitMall 1996 - 2002
Skills
Health Insurance, Health Savings Accounts, Brokers, Disability Insurance, Employee Benefits, HMO, Long-term Care, Life Insurance, COBRA, Health Care Reform, Flexible Spending..., Term Life Insurance, Self-funded, Group Medical, New Business Development, PPO, HRA, Marketing Strategy, Accident, Benefits Administration, Managed Care, Insurance, Medicare
Education
California State University-Northridge 1986 — 1992
LISI February 1997 - Present
The Paul Revere Life Insurance Company 1994 - 1996
Unum 1993 - 1994
Skills
Health Insurance, Health Savings Accounts, Term Life Insurance, Brokers, Disability Insurance, Sales Process, Employee Benefits, COBRA, Insurance, Underwriting, HMO, Long-term Care, Managed Care, Life Insurance, Group Medical, Health Care Reform, Claim, Medicare, Sales, Benefits Administration, Group Insurance, Workers Compensation, Self-funded
Education
Colorado College
LISI March 2010 - Present
Humana April 2009 - March 2010
Mutual of Omaha October 2005 - October 2008
MetLife June 2001 - October 2005
Skills
Health Insurance, Employee Benefits, Underwriting, Life Insurance, Brokers, Disability Insurance, Health Savings Accounts, Healthcare, New Business Development, Insurance, Sales, Term Life Insurance, Group Medical, Group Insurance, Health Care Reform
Education
Saint Mary's College of California 1997 — 2001
Bachelor of Science and Business Administration, Business
LISI May 2010 - Present
CLAREMONT INSURANCE COMPANIES January 2010 - February 2011
FILICE INSURANCE AGENCY January 2002 - October 2009
Education
San Jose State University
Bachelor of Science, Business, Marketing
Aechelon Technology 2015 - Present
Sencha, Inc June 2012 - December 2014
Comrade May 2012 - July 2012
Ooyala February 2012 - June 2012
Bleacher Report October 2011 - February 2012
Xobni June 2010 - October 2011
JiWire, Inc. March 2010 - August 2011
Dynamic Signal October 2010 - February 2011
Adify April 2007 - February 2010
LISI August 2006 - January 2007
Skills
Employee Relations, Performance Improvement, Recruiting, Benefits Administration, Leadership, Project Management, Performance Appraisal, Policy, Quality Assurance, Management Development, Business Continuity..., Human Resources, Onboarding, Talent Acquisition, Talent Management, Payroll, Employee Benefits, Program Management, Management, Team Building, Integration, Personnel Management, Start-ups, HRIS, Deferred Compensation, Mergers & Acquisitions, Hiring, Employment Law, College Recruiting, Enterprise Software, Internet Recruiting, Applicant Tracking..., Technical Recruiting, Executive Management, Performance Management, Temporary Placement, Interviews, Workforce Planning, Benefits Negotiation, Succession Planning, HR Policies, Executive Search, New Hire Orientations, Screening Resumes, Employee Engagement, Screening, HR Consulting, Strategy, Training, Consulting
Education
San Francisco State University
Business Management, Human Resources, Organizational Behavior and Development, Managing Diversity
LISI Regional Sales ManagerLISI
Education
San Francisco State University 1982 — 1985
Bachelor of Arts, Broadcast Communication/Business/Marketing
LISI March 2012 - Present
Marketing Partners October 2011 - February 2012
Harbor Freight Tools April 2010 - October 2011
Health Net, Inc. August 2006 - April 2009
WellPoint, Inc. 2003 - 2006
Bondo Corporation 2002 - 2003
The Home Depot 1999 - 2002
Disney Consumer Products 1991 - 1999
Skills
Product Management, New Business Development, Marketing Strategy, Business Strategy, Sales Management, Change Management, Process Improvement, Product Innovation, Customer Retention, Direct Marketing, Client Segmentation, Financial Analysis, Project Planning, Health Insurance, Market Development, Retail, Go-to-market Strategy, Alliances, Marketing Communications, Product Marketing, Marketing Research
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Marketing and Finance
Duke University 1974 — 1978
Bachelor of Arts, Business
EVCO Insurance Services, Inc. February 2010 - Present
LISI May 1993 - March 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Insurance, Life Insurance, Health Insurance, Underwriting
Education
College of San Mateo 1989 — 1990
Lonergan Partners January 2007 - March 2007
CoPower June 2000 - January 2007
LISI June 1993 - January 2000
Youth Educational Services September 1992 - May 1998
Education
Humboldt State University 1992 — 2000
Barney & Barney, a Marsh & McLennan Agency LLC Company February 2012 - Present
Warner Pacific Insurance Services September 2009 - February 2012
LISI 2005 - 2009
First Dental Health 1998 - 2005
Worthington Industries 1988 - 1989
Skills
Group Benefits, Employee Benefits, Insurance, Health Care Law, Health Insurance, Dental, Life, Term Life Insurance, Disability, Disability Insurance, Brokers, Sales Management, Workers Compensation, COBRA, HIPAA, Health Savings Accounts, Flexible Spending..., HRAs, Health Care Reform, High Deductible Health..., Manufacturing, Non-profits, Wellness, Employee Wellness..., Compensation Consulting, Retirement Plan..., 401k, Benchmarking, HR Consulting, Benefits Administration, Underwriting, Employee Wellness, Self-funded, Long-term Care, Group Insurance, Cafeteria Plans, Commercial Insurance, Medicare, Claim, Open Enrollment, Group Medical, PPO, Professional Liability, Property & Casualty..., HRA, Human Resources, Sales
Education
The Ohio State University 1988 — 1997
Bachelor of Arts (B.A.), Sociology, Dean's List
Licking Heights High School 1984 — 1988
Valedictorian, College Preparatory, 3.97
LISI July 2014 - Present
LISI July 2013 - July 2014
LISI September 2012 - July 2013
CoPower October 2011 - September 2012
BenefitMall June 2010 - September 2011
WellPoint February 2010 - August 2010
BenefitMall, Inc. June 2008 - December 2009
BenefitMall April 2006 - May 2007
BenefitMall, Inc. November 2004 - April 2006
BenefitMall, Inc. January 1998 - November 2004
Skills
Employee Benefits, Health Insurance, Insurance, Term Life Insurance, Disability Insurance, Brokers, Life Insurance, Management, Sales Management, Marketing, Copywriting, Digital Copywriting, Copy Editing, Marketing Copy, Journalism, Marketing Communications, Communication, Writing, Account Management, Sales, Health Savings Accounts
Education
University of Phoenix
Bachelor of Science (BS), Communications
LISI April 2007 - Present
Education
University of Michigan 1980 — 1984
The Tori Group, LLC March 2013 - Present
LISI January 2008 - March 2013
LISI (general agency) January 2007 - March 2013
CoPower January 2007 - December 2007
PBGH 2001 - 2007
PacAdvantage 2001 - 2007
Pacific Business Group on Health 2001 - 2006
PacAdvantage/Pacific Business Group on Health 2001 - 2006
MHN / HealthNet 1997 - 2001
Managed Health Network 1996 - 2001
Skills
Requirements Gathering, Health Care Reform, Management Consulting, Risk Management..., Contract Negotiation, Policy Analysis, Business Analysis, Disability Insurance, Data Analysis, Claim, Employee Benefits, Health Insurance, Healthcare, Insurance, Leadership, Life Insurance, Management, Medicare, Project Management, Provider Relations, Team Building, Training, Underwriting, Managed Care, Term Life Insurance
Education
San Francisco State University 1988 — 1991
MBA, Accounting emphasis
Hub International May 2012 - Present
Tailored Benefits, Inc. May 2011 - February 2012
LISI March 1998 - February 2011
Education
College of San Mateo 1990 — 1995
LISI October 2014 - Present
SeeChange Health September 2012 - September 2014
Warner Pacific Insurance Services July 2004 - September 2012
PacifiCare Health Systems July 2002 - July 2004
Independent Capital Management September 2001 - April 2002
HealthNet Insurance January 2001 - August 2001
HeathNet Insurance July 2000 - December 2000
HealthNet Insurance January 1998 - June 2000
Skills
Underwriting, Brokers, Health Insurance, Life Insurance, Liability, General Insurance, Commercial Insurance, Legal Liability, Professional Liability, Commercial Lines, Group Insurance, Property & Casualty..., Umbrella Insurance, Casualty, Long-term Care, Claim, COBRA, D&O, Critical Illness, Inland Marine, Employment Practices..., Long Term Care Insurance, Fixed Annuities, Homeowners, Retirement, Universal Life, PPO, Salesforce, Group Medical, Health Care Reform, Licensed Life & Health..., Salesforce.com, Casualty Insurance
Education
University of California, Los Angeles 1985 — 1991
BA, Psychology
LISI December 2013 - Present
Nintendo January 2010 - July 2013
Nintendo of America January 2010 - July 2013
Nintendo of America September 2008 - December 2009
Med MatRx, LLC April 2002 - August 2008
Matrix Pharmaceutical, Inc November 1998 - February 2002
Open MRI/Image Enhancement Systems June 1992 - November 1998
Skills
Project Management, Event Planning, Event Management, Project Coordination, Coordinating Events, Coordinating Special..., Events Coordination, Corporate Events, Management, Customizing, Detailed Organization, Trade Shows, Custom Invitations, Wedding Planning, Wedding Favours, Wedding Management, Birthday Parties, Decoration, Interior Design, Point of Purchase, Channel Marketing, Visual Merchandising, Budget Management, Maintaining Strong..., Product Marketing, Business Relationship..., Vendor Relationships, Budgets, Multi-channel Marketing
Education
Ohlone College 1990 — 1993
LISI Broker Sales RepBarry J. Fisher/Paradigm Insurance Marketing2007 - Present
Education
Golden Gate University 1980 — 1983
LISI April 2013 - March 2015
Warner Pacific Insurance Services May 2010 - April 2013
Securitas 2000 - 2005
Skills
Health Insurance, Disability Insurance, Brokers, Insurance, Employee Benefits, Dentistry, Workers Compensation, Health Policy, Email Marketing, Benefits Administration, Marketing Strategy, Healthcare, Marketing, Sales Management, Sales, Social Media Marketing, Marketing Communications, Term Life Insurance, Social Media, Customer Service, Management, Health Savings Accounts, Life Insurance, Medicare, Health Care Reform, Small Business, Underwriting, General Insurance, COBRA, Long-term Care
Education
Michigan State University 1972 — 1976
Michigan State University
Business Resources Consortium (BRC) April 2012 - Present
Health Resouces Consortium October 2008 - March 2012
Addiction Research and Treatment Services, University of Colorado, School of Medicine October 2010 - November 2011
LISI May 1979 - April 2010
United Nations, Children's Forum 21 1991 - 1997
Boulder Valley and Jefferson County School Districts 1971 - 1979
Skills
Small Business, Small Business..., Project Design and..., Program Development, Grant Writing,..., Funding Applications..., Qualitative Research, Addiction Research and..., Criminal Justice..., Contract Development..., Social Services
Education
University of Denver
Juris Doctor (J.D.), International Law and Legal Studies
University of Denver
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado Boulder
Master of Arts (MA), Specialized Libraries
University of Colorado Boulder
Bachelor of Science (BS), Elementary Education and Teaching
CoPower January 2008 - Present
LISI March 1999 - December 2007
Massachusetts Mutual Life Insurance Company January 1993 - January 1999
Golden Gate University 1992 - 1993
Skills
Health Insurance, Disability Insurance, Insurance, Employee Benefits, Term Life Insurance, Underwriting, Customer Service, Healthcare, Benefits Administration, Team Building, Account Management, Microsoft Office, Microsoft Excel, Marketing, Microsoft Word, Health Policy
Education
Golden Gate University 1992 — 1993
Public Relations
San Francisco State University 1987 — 1991
B.S., Business - Marketing
LISI 2000 - Present
LISI September 1996 - September 2000
Skills
Health Savings Accounts, HMO, Brokers, Health Insurance, Disability Insurance, Insurance, Health Policy, Employee Benefits, Sales Management, Account Management, Benefits Administration, New Business Development, COBRA, Sales, Health Care Reform, Small Business, Training, Term Life Insurance, Healthcare, Life Insurance, Underwriting, Claim, Group Insurance
Education
Golden Gate University 1992 — 1996
Bachelor, International Business
Lycee Guy Chauvet, Loudun, France 1986 — 1989
CIGNA July 2009 - Present
Blue Shield of California January 2008 - July 2009
LISI 2006 - 2007
LISI 2001 - 2006
Investools 2000 - 2001
The McGraw Hill Companies 1999 - 2000
MetLife Small Business Center 1996 - 1999
Internet Concepts 1993 - 1996
Skills
Database Marketing, Strategic Planning, Marketing Strategy, Direct Marketing, Marketing, Sales Operations, Corporate Communications, Marketing Communications, Project Planning, Product Development, Email Marketing, Management, Market Research, Advertising, Public Relations, Sales, Cross-functional Team..., Product Marketing, Marketing Management, Product Management, Copywriting, Integrated Marketing, Leadership, Data Analysis, Brand Management, Strategic Partnerships, Competitive Analysis, Strategy, Event Planning, Business Development, Insurance, Analytics, Lead Generation, Program Management, Trade Shows, Training, Small Business
Education
New York University 1993 — 1994
Master of Arts
Yale University 1992 — 1993
William & Mary 1987 — 1991
BA, Political Science and International Relations
LISI April 2014 - Present
Anthem Blue Cross February 2011 - June 2013
Premera Blue Cross Blue Shield of Alaska March 2007 - June 2009
Health Net Dental and Vision May 2001 - June 2006
Mutual of Omaha February 1994 - May 2001
Health Net February 1991 - February 1994
Skills
Health Insurance, Health Savings Accounts, Insurance, Employee Benefits, Disability Insurance, Managed Care, Underwriting, Brokers, HMO, Account Management, Medicare, COBRA, Self-funded, Sales, Life Insurance, Term Life Insurance, Group Medical, PPO, Group Insurance, Health Care Reform
Education
Diablo Valley College
LISI February 2004 - Present
LISI BROKER 2004 - Present
BenefitMall November 1997 - February 2004
Education
San Joaquin Delta College
AA, Business
California Long Term Care/Northstar Network December 2007 - Present
LISI December 2002 - December 2007
GE Capital May 2000 - October 2002
ACSIA Insurance Services March 1986 - January 2000
Skills
Retirement, Online Marketing, Term Life Insurance, Employee Benefits, Disability Insurance, Small Business, Brokers, Long Term Care Insurance, Medicare, Fixed Annuities, Universal Life, Whole Life, Marketing Strategy, Social Media Marketing
Education
University of California, Santa Barbara 1980 — 1984
Bachelor's Degree, Business Economics
Capuchino High School 1977 — 1980
High School Diploma
LISI December 2012 - Present
Allison Cahn Insurance Services March 2008 - Present
Quisenberry Insurance, Inc. March 2007 - February 2008
Skills
Health Insurance, Insurance, Disability Insurance, Employee Benefits, Life Insurance, Long Term Care Insurance, Fixed Annuities, Sales, Group Insurance, Commercial Insurance, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Public Speaking, Strategic Planning, Cold Calling, Financial Analysis, Brokers, Long-term Care, Small Business, Management
Education
University of California, Irvine 2003 — 2006
B.A. Environmental Analysis and Design, Social Ecology
LISI August 2013 - Present
Self-Employed February 2010 - Present
Farmers Insurance May 2006 - February 2010
MACY'S WEST 1998 - 2003
Skills
Risk Management, Insurance, Graphic Design, User Experience, UX & UI, Photoshop, Illustrator, Microsoft Excel, Marketing, Customer Service, Social Networking, Finance, Recruiting, Analysis, Management, Microsoft Office, Financial Reporting, Accounting, Negotiation, Financial Analysis
Education
Academy of Art University 2010 — 2012
Bachelor of Fine Arts, Web Design and New Media
University of California, Irvine 2002 — 2005
Bachelor of Arts, Sociology with a minor in Psychology Social Behavior
Covered California/ SHOP/ Pinnacle Claims Management August 2013 - June 2015
The Boon Group May 2012 - June 2013
LISI 2007 - 2012
Humana September 2001 - November 2007
Aetna March 1999 - September 2001
Landmark Healthcare, Inc. April 1997 - March 1999
TakeCare Health Care March 1986 - April 1997
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers, Medicare, Term Life Insurance, HMO, Dentistry, Underwriting, Life Insurance, PPO, Davis Bacon, Sales, Commercial Insurance, Property & Casualty..., Account Management, Claim, Long-term Care, Workers Compensation, COBRA
Education
UC Davis 1978 — 1983
Bachelor of Science (BS), Textiles and Business Management
University of California, Davis 1978 — 1983
BS, Business Management/Textiles
Maxwell High School 1974 — 1978
Allfast Fastening Systems Inc (TriMas Aerospace) January 2014 - Present
Monogram Aerospace Tri-Mas November 2013 - Present
Senior Aerospace, Ketema October 2012 - November 2013
Acument Global - Saturn Fasteners 2010 - 2011
LISI 2009 - 2010
PB Fasteners October 2008 - October 2009
West Coast Aerospace 1994 - 2008
Skills
AS9100, Aerospace, NADCAP, Root Cause Analysis, Lean Manufacturing, FMEA, Continuous Improvement, Technical Writing, Corrective Actions, Quality System, Quality Auditing, Internal Audit, Iso 9000, Supplier Quality, TQM, Process Improvement, DMAIC, Quality Management, Manufacturing..., Quality Control, Training, Product Quality, Kanban, ISO, SPC, Manufacturing, Engineering, 5S, Kaizen, Auditing, CQE, Quality Assurance, Gage R&R, CQA, Process Capability, AS9100 Lead Auditor, Heat Treatment, MRB, PPAP, Aircraft, Supply Management, Supply Chain Management, MRP
Education
Shasta College
Payday Workforce Solutions September 2013 - Present
Paychex September 2013 - 2013
LISI February 2009 - May 2011
UnitedHealth Group February 2007 - February 2009
UnitedHealthcare May 1995 - February 2009
UnitedHealthcare January 2006 - February 2008
Skills
Health Insurance, Sales Operations, Leadership, Healthcare, Customer Service, Insurance, Benefits Administration, Disability Insurance, Sales Management, Marketing, Account Management, Sales, Employee Benefits, Training, Customer Retention, Management, Strategy, Coaching, Small Business, Cold Calling, Budgets
Education
University of Phoenix 2009 — 2013
Associate of Arts and Sciences (AAS), Hospitality Administration/Management
University of Phoenix
Associate of Arts (AA), Health/Health Care Administration/Management
LISI September 2006 - April 2015
CoPower September 2006 - April 2015
Kaiser Permanente August 2004 - August 2006
Levi Strauss & Co. January 2004 - August 2004
Chevron December 2001 - January 2003
Ingenio January 2000 - October 2001
Microsoft February 1996 - January 2000
Skills
IT Management, Security, Firewalls, Microsoft Exchange, Microsoft SQL Server, IIS, Windows Server, Windows 7, Windows 8, Windows Azure, Microsoft Lync Server, Amazon Web Services..., Cisco Wireless, Cisco Routers, Cisco Technologies, HP Proliant, HP Server Hardware, HP Procurve, Apple Certified, Mac OS, iOS, Android, Blackberry Enterprise..., Project Management, Citrix XenApp, Citrix XenDesktop, VMware vSphere, VMware ESX, VMware vCenter, MobileIron, Dell KACE, Penetration Testing, Data Center, SharePoint..., Linux, Checkpoint Security, Remote Infrastructure..., Remote Administration, Subversion, Git, Video Conferencing, VoIP, Juniper Technologies, NetApp, LifeSize Video..., Symantec Endpoint..., Symantec Backup, Symantec Antivirus, Symantec Security, RightFax
Education
Swarthmore College 1988 — 1992