Marshall & Sterling
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Marshall & Sterling Employees
Marshall & Sterling April 2014 - Present
Tropical Smoothie Cafe May 2013 - Present
Wolfs Lane Designer Consignment January 2013 - Present
KCR Expo Inc. January 2002 - Present
Fire Island Gems, LLC November 2008 - September 2014
Perfect Benefits Group, Inc. 2001 - March 2014
MyExposure.com May 2000 - January 2014
Aetna September 1998 - August 2001
Skills
Insurance, Property & Casualty..., Employee Benefits, New Business Development, Health Insurance, Marketing Strategy, Negotiation, Disability Insurance, Underwriting, Retirement Planning, Account Management, Sales, Fixed Annuities, Investments, Life Insurance, Managed Care, Retirement, Small Business, Strategic Financial..., Financial Planning
Education
University of New Orleans, at Innsbruck Austria 1997 — 1997
International Finance, Finance
Clemson University - College of Business and Behavioral Science 1994 — 1997
BS, Marketing, Finance
Huntington High School 1989 — 1993
Regents, Business
State Farm March 2015 - Present
Emery & Webb Insurance August 2013 - December 2014
Marshall & Sterling August 2012 - August 2013
Hudson Valley Agents April 2011 - July 2012
Skills
Property & Casualty..., Insurance, Commercial Insurance, Account Management, Underwriting, Direct Sales, Cold Calling, Workers Compensation, Sales Process, Sales, Salesforce.com, General Insurance, Brokers, Umbrella Insurance, Professional Liability, Legal Liability, Commercial Lines, Casualty, Employment Practices..., D, Liability, Homeowners, Surety Bonds, Inland Marine, Small Business
Education
Coastal Carolina University 2006 — 2008
Bachelor's degree, Business Administration and Management, General
SUNY Orange 2004 — 2006
Associate's degree, Business Administration and Management, General
MVP Health Care April 2013 - Present
Rose & Kiernan, Inc. November 2009 - April 2013
Marshall & Sterling 2005 - November 2009
Greater Southern Dutchess Chamber of Commerce 2006 - 2009
MVP Health Care 2000 - 2005
Skills
Employee Benefits, Insurance, Dental, Health Insurance, Customer Relations, Disability Insurance, Leadership, Life Insurance, Health Savings Accounts, Customer Service, Healthcare, Selling, Dentistry, Payroll, Term Life Insurance, Sales, Long-term Care, Property & Casualty..., Business Planning, Commercial Insurance, Brokers, Small Business, Account Management, Underwriting, Umbrella Insurance, Legal Liability, Professional Liability, Claim, Customer Retention, Liability
Education
Mount Saint Mary College 1989 — 1993
BA, Psychology
Marshall & Sterling May 2015 - Present
Notre Dame Men's Basketball Team October 2013 - Present
SwimKing Pools and Spas April 2013 - July 2014
Skills
Customer Service, Time Management, Inventory Management
Education
University of Notre Dame 2013 — 2017
Finance, General
Arlington High School 2009 — 2013
Erland Insurance Agency January 1997 - Present
Frontier Insurance Company February 1996 - May 2006
Marshall & Sterling June 1992 - December 1995
Skills
Insurance, Liability, Workers Compensation, Underwriting, Claim, Sales, New Business Development, Account Management, Sales Management, Property & Casualty..., Negotiation
Education
Kutztown University of Pennsylvania 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
SUNY Binghamton 1980 — 1981
Marshall & Sterling September 2011 - Present
Skills
Workers Compensation, Insurance, Property & Casualty..., Marketing, Management, Commercial Insurance, Professional Liability, Underwriting, Umbrella Insurance, Account Management, Commercial Lines, Customer Service, Health Insurance, Leadership, PowerPoint, Sales, Sales Management, Strategic Planning, Team Building
Education
American International College 2007 — 2011
B.A., Business Administration and Management, General
The Hotchkiss School 2003 — 2007
Hartford School of Insurance
Property & Casualty Insurance
Marshall & Sterling January 2015 - Present
Emery & Webb Insurance, dba Dedrick Agency March 2008 - December 2014
Pleasant Valley Agency February 2003 - March 2008
State Farm September 2001 - February 2003
PRM Group, LLC September 2000 - September 2001
CDPHP December 1999 - September 2000
Kaiser Permanente April 1999 - December 1999
Kaiser Permanente March 1997 - April 1999
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Insurance, Claim, Microsoft Excel, Umbrella Insurance, Underwriting, Sales, Writing, Long-term Customer..., Computer Software, Marketing, Health Insurance, Life Insurance, General Insurance, Property & Casualty..., Commercial Insurance
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Arts (BA), Literature and Communications
Marshall & Sterling February 2015 - Present
Arthur J. Gallagher & Co. September 2003 - December 2014
CDPHP November 1997 - May 2003
United Healthcare of the Mid-Atlantic 1993 - 1997
Skills
Health Insurance, Managed Care, Insurance, Medicare, HMO, Healthcare, Workers Compensation, Account Management, COBRA, New Business Development, Benefits Administration, Underwriting, Life Insurance, Employee Benefits, Health Savings Accounts, Strategic Planning, Long-term Care, Customer Service
Education
Capital University
Communications
Le Rose Handmade Soaps & More October 2012 - Present
Marshall & Sterling May 2007 - August 2013
Carambola Beach Resort November 2006 - May 2007
Hilton Clearwater Beach Resort April 2001 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Time Management, Insurance, Budgets, Team Building, Sales, Strategic Planning, Social Networking
Education
Remington College- Largo, Fl. Campus 2003 — 2005
Associates of Science, Computer and Information Sciences, General
University of Phoenix
Working on BS, Business Administration, Management and Operations
Marshall & Sterling Accounts payables and receivables, direct bill commissions, bank reconciliations$
Skills
Insurance, Health Insurance, Property & Casualty..., General Insurance, Customer Service, Inland Marine, Microsoft Excel, Marketing, Professional Liability, Customer Satisfaction, Umbrella Insurance
Education
Marist College 1998 — 2002
Bachelors, Economics
Marist College 1998 — 2002
Bachelor's of Science, Economics
Marshall & Sterling May 2015 - Present
Dutchess Golf Club January 2013 - May 2014
Millbrook Golf & Tennis Club April 2009 - January 2013
Robert's Playhouse Family Daycare September 2001 - June 2007
IBM Flight Operations September 1999 - September 2001
Triarc Beverage Group April 1998 - April 1999
Prudential Resources Management June 1990 - April 1998
Skills
Event Planning, Event Management, Marketing, Customer Service, Marketing Strategy, Sales, Budgets, Public Relations, Account Management, Social Media, Marketing Communications, Management, Team Building, Sales Management, Public Speaking
Education
Iona College 1995 — 1998
BS, Business Administration
Marshall & Sterling August 2014 - September 2015
Perfect Benefits Group May 2010 - August 2014
Aegis Media Americas October 2009 - December 2010
Aegis Media Americas October 2005 - September 2008
Saatchi & Saatchi June 1999 - April 2005
Saks Fifth Avenue 1996 - 1999
Arthur Andersen July 1989 - September 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, ADP Payroll, ADP ReportSmith, Benefits Administration, Employee Benefits, Employee Relations, HRIS, Training, Personnel Management, Policy, Onboarding, Recruiting, Performance Management, Talent Management, Deferred Compensation, Succession Planning, Talent Acquisition, Employee Engagement, HR Policies, Applicant Tracking..., Organizational..., Human Resources
Education
City University of New York-Queens College 1980 — 1982
no degree
Astor Services for Children & Families May 2014 - Present
Turning Point Out Patient Substance Abuse August 2013 - Present
Taconic DDSO December 2011 - May 2014
Ulster Insurance 2006 - 2011
Marshall & Sterling 2001 - 2006
Skills
Account Management, Sales Management, New Business Development, Direct Sales, Sales, Sales Process, Cold Calling, Insurance, Salesforce.com, Negotiation, Solution Selling, B2B, Business Development, Key Account Management, Health Insurance, Lead Generation, Selling, Health Savings Accounts, Sales Presentations, SaaS, Developmental..., Behavior Modification, Small Group Counseling, Mental Health Care, Employee Benefits, Motivational..., Client Assessment, Rehabilitation..., Substance Abuse..., Experience Working with..., Behavioral Consultation, Healthcare, COBRA
Education
Marist College 2014 — 2017
Master of Social Work (MSW), Social Work
Dutchess Community College 2012 — 2014
Associate's degree, Human Services and Psychology, Substance abuse counseling Casac, 3.89
Marshall & Sterling February 2015 - Present
Cigna September 2013 - February 2015
GP Insurance Agency August 2011 - February 2015
The Atlantic Agency & Atlantic Business Association September 2009 - August 2012
Orange County Boxing December 2006 - April 2010
MVP Health Care January 2002 - November 2005
Aetna May 1995 - January 2002
Skills
Insurance, Health Insurance, Employee Benefits, Small Business, Brokers, Healthcare, Health Savings Accounts, Medicare, Disability Insurance, Life Insurance, Analysis, Workers Compensation, Commercial Insurance, Underwriting, Claim
Education
University at Albany 1990 — 1994
Bachelor of Arts (B.A.), History & Political Science
Monroe Woodbury HS
SUNY Orange
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Marshall & Sterling February 2015 - Present
JP Brokerage Corp February 2012 - Present
Health Republic December 2013 - September 2014
GFI Capital March 2013 - December 2013
Emblem Health July 2009 - February 2012
Silverson, Pareres, Lombardi, LLP May 2008 - July 2009
Wilson Elser Moskowitz Edelman & Dicker LLP April 2006 - August 2008
Skills
Underwriting, Litigation, Excel, Workers Compensation, Insurance, Health Insurance, Brokerage, Financial Analysis, Claim, D&O, Strategic Planning, Reinsurance, Employment Practices..., Legal Writing, Excess, Strategic Financial..., Accounting, Courts, Brokers, Legal Liability, Litigation Support, Microsoft Excel, Negotiation, Professional Liability, Analysis, Disability Insurance, New Business Development, Liability, Management, Property & Casualty..., Medical Malpractice, Employee Benefits
Education
Pace University 2003 — 2007
Bachelor of Sciences, Criminal Justice/Pre-Law
Fordham Prep
Marshall & Sterling October 2012 - Present
Travelers Insurance May 2006 - 2012
TD Bank Group January 2000 - May 2006
Starbuck Insurance Agency January 1994 - January 2000
Skills
Underwriting, Insurance, Umbrella Insurance, Training, Customer Service, Sales, Analysis, Property & Casualty..., General Insurance, Liability, Casualty, Workers Compensation
Education
Adirondack Community College
NY State Agents License
Corinth Central School
High School Diploma
Marshall & Sterling 2013 - Present
State Farm Agent 2005 - 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Management, Leadership, Sales, PowerPoint, Customer Service, Research, Training, Strategic Planning, Process Improvement, Outlook, Insurance, Workers Compensation, Property & Casualty..., Risk Management, Commercial Insurance, Health Insurance, Account Management, Liability, Event Planning, Social Media, New Business Development, Life Insurance, Employment Practices..., Disability Insurance, Employee Benefits, Umbrella Insurance, Directors, Term Life Insurance
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts (B.A.), Sociology
Point Pleasant Beach High School 1996 — 2000
United Healthcare June 2015 - Present
Marshall & Sterling June 2013 - April 2015
MVP Health Care June 2006 - June 2013
Skills
Employee Benefits, Health Insurance, Insurance, Brokers, Medicare, Account Management, Managed Care, Claim, Sales, Salesforce.com, Customer Service, Life Insurance, Health Savings Accounts, HMO, Claims Management
Education
Hudson Valley Community College
Associate of Arts and Sciences (AAS), Chemical Technology/Technician
Goldman Sachs January 2015 - Present
Krass & Co. April 2012 - December 2014
Marist Institute for Public Opinion January 2012 - December 2014
PROGENEX March 2014 - August 2014
Village of Atlantic Beach June 2011 - August 2014
Marshall & Sterling January 2014 - May 2014
Greystone Equity Fund January 2014 - May 2014
Village of Valley Stream August 2010 - September 2010
Michael's Electrical Supply Corporation June 2009 - September 2009
Skills
First Aid, Policy, Finance, Research, Investments, Data Analysis, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Stata
Education
Marist College 2011 — 2014
Bachelor of Science (BS), Business Administration; Emphasis; Finance
Valley Stream South High School 2005 — 2011
Utica National Insurance Group July 2014 - Present
Marshall & Sterling November 2009 - July 2014
Skills
Property & Casualty..., Insurance, Sales, Public Speaking, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Strategic Planning, Budgets
Education
Adirondack Community College 1992 — 1993
Property & Casualty Brokers Licensing Course
Marshall & Sterling April 2012 - Present
aycan Medical Systems April 2011 - February 2012
Rochester Elite Soccer Academy January 2007 - May 2011
Skills
Microsoft Suite, Fred Pryor Guerilla..., Leadership, The Hartford Tech..., Professional Liability, Property & Casualty..., Selling, Seminars, Microsoft Office, Insurance, Commercial Insurance, Sales, Training, CRM, Time Management, Workers Compensation, Sales Process, Sales Presentations, Sales Management, Account Management, Customer Service, Marketing
Education
Norwich University 2008 — 2010
B.S., Marketing and Finance
Monroe Community College 2006 — 2008
Associate of Science, Liberal Arts; Business and Foreign Language
Marshall & Sterling Enterprises, Inc. January 2009 - Present
Marshall & Sterling January 2007 - December 2009
Marshall & Sterling March 1985 - January 2007
Skills
Insurance, Risk Management, Commercial Insurance, Property & Casualty..., Strategic Planning, Health Insurance, D&O, Claim, Management, Team Leadership, High Net Worth Insurance, Non-profit Volunteer, Non-profit Leadership, Strategic Financial..., Workers Compensation, Professional Liability, Employee Benefits, Underwriting, Casualty
Education
University of Michigan 1978 — 1982
BA, Communication
Marshall & Sterling May 2012 - Present
Majestic Insurance April 2008 - May 2012
OneBeacon Insurance July 2002 - April 2008
Paychex April 2000 - May 2002
Skills
Insurance, Employee Benefits, Payroll, Human Resources, ADP Payroll, Workers Compensation, Access, Process Improvement, Outlook, SharePoint, HRIS, Auditing, Management, Program Management, Health Insurance
Education
Quincy College
Accounting
Marshall & Sterling September 2015 - Present
Paychex August 2012 - Present
State Farm 2013 - 2013
State Farm 2013 - 2013
State Farm 2013 - 2013
Skills
Commercial Insurance, Workers Compensation, Employee Benefits, Health Insurance, Disability Insurance, Insurance, Life Insurance, 401k, Property & Casualty..., Term Life Insurance, Benefits Administration, Underwriting, General Insurance, Customer Service, Account Management, Microsoft Office, Sales Process, Cold Calling
Education
Monroe Community College
St. Bonaventure University
Business Administration, Management and Operations
Greystone Equity Fund August 2015 - Present
Marist College Student Programming Council March 2013 - Present
HSBC June 2015 - August 2015
Marshall & Sterling September 2014 - December 2014
SpineHope June 2014 - August 2014
Education
Marist College 2012 — 2016
Bachelor of Science (BS), Finance and Economics
John F. Kennedy Catholic High School 2009 — 2012
Marshall & Sterling May 2011 - Present
UnitedHealthcare 1996 - 1998
Skills
Insurance, Employee Benefits, Health Insurance
Education
Springfield College 1989 — 1994
Bachelor of Science (B.S.), Health Services Administration
Marshall & Sterling February 2015 - Present
Emmy Hospitality Group March 2012 - February 2015
Dream Weaver Marketing November 2008 - February 2015
United Way of the Dutchess-Orange Region July 2012 - March 2014
Children's Home of Poughkeepsie December 2009 - July 2012
PrimePay November 2008 - December 2009
Opal Financial Group December 2007 - November 2008
Oscient Pharmaceuticals January 2006 - December 2007
Skills
Customer Relations, Social Media Marketing, New Business Development, Online Marketing, Online Advertising, Advertising, Marketing Strategy, Web Design, Web Development, Fundraising, Graphic Design, Facebook, Event Planning, Event Marketing, Event Management, Marketing Concepts, Marketing
Education
State University of New York at Buffalo 1999 — 2003
BS
Virtual Incentives July 2015 - Present
Bonefish Grill January 2014 - Present
Marshall & Sterling June 2014 - August 2014
City of Poughkeepsie May 2014 - August 2014
Pleasant Ridge Restaurant April 2010 - January 2014
Skills
Mathematics, Business, Research, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Economics, Customer Service, Public Speaking, Project Management, Leadership, Time Management, Social Media
Education
Marist College 2012 — 2015
Bachelor of Science (BS), Applied Mathematics, minor in business
Dutchess Community College 2011 — 2012
Associate of Science (A.S.), General Studies
Marshall & Sterling February 2014 - Present
MVP Health Care October 2012 - February 2014
CDPHP October 2010 - October 2012
CDPHP October 2007 - October 2010
State Farm Agent June 2006 - October 2007
Center for Disability Services November 2004 - August 2007
Lockheed Martin May 2005 - August 2005
Skills
Sales, Medicare, Medicare Advantage, Non-profits, The American Red Cross, Customer Service, Medicare Supplements, Medicare Part D, Human Services, Volunteering, Healthcare Industry, Healthcare Marketing, Health Insurance, Insurance, Nonprofits, Call Centers, Social Services, Employee Benefits, Marketing, Training, Healthcare, Account Management, Claim, Medicaid, Health Care Reform, HMO, HIPAA, Health Savings Accounts, Brokers, PPO, Life Insurance, CRM, Commercial Insurance, Outlook, Property, Salesforce.com, Cold Calling, Sales Presentations, Provider Relations
Education
Schenectady County Community College 2004 — 2006
A.S. Degree, Business Administration
Scotia- Glenville High School 2000 — 2004
Marshall & Sterling May 2008 - Present
Wausau Signature Agency December 2005 - May 2008
First Niagara Bank May 2003 - December 2005
Haylor, Freyer & Coon, Inc. January 1994 - May 2003
Education
Le Moyne College 1973 — 1977
Bachelor of Science (BS), Business Administration, Management and Operations
Wells Fargo February 2013 - Present
Marshall & Sterling July 2011 - February 2013
Insurance Agency in Westchester NY January 2009 - July 2011
Paychex April 1996 - September 2008
Pet Food City/Foxon Pet Center January 1978 - May 1994
Skills
Small Business, Business Development, Mentoring, Sales Prospecting, Networking, Commercial Banking, Loans, Credit, Mortgage Lending, Commercial Lending, Management, New Business Development, Sales, Customer Retention, Sales Management, Marketing, Cold Calling
Education
Albertus Magnus College
Roger Williams University
Marshall & Sterling January 2014 - Present
Travelers Insurance August 1992 - September 2013
Post Star NewsPaper September 1990 - August 1992
Skills
Property & Casualty..., Insurance, Casualty, Liability, Umbrella Insurance, Underwriting, General Insurance, Customer Service, Call Centers, Life Insurance, Health Insurance, Employee Benefits, Sales, Claim
Education
SUNY Oswego 1982 — 1986
Bachelor of Arts (BA), Business/Corporate Communications
Albany High School 1978 — 1982
Regents Diploma, General Education
Marshall & Sterling December 2014 - Present
Law Office of Gordon T. Sakow January 2012 - December 2014
Law Offices of Alan I. Lamer March 2009 - January 2012
Fabiani, Cohen & Hall, LLP. July 2006 - January 2009
Law Offices of Craig P. Curcio June 2001 - July 2006
Skills
Strategic Planning, Investigations, Negotiation, Reporting & Analysis, Budgets, Civil Litigation, Windows, PowerPoint, Microsoft Excel, Personal Injury, Public Liability, Private Investigations, Appeals, Trials, Mediation, Liability, Arbitration, Claim, Product Liability, Depositions, Litigation, Investigation
Education
Western New England College School of Law
Juris Doctor, Law
State University of New York College at Brockport
Bachelor of Science (B.S.), Political Science and Business Administration
Marshall & Sterling October 2010 - Present
EmblemHealth December 2005 - October 2010
MVP Health Care October 2003 - December 2005
Beverage Marketing Corp 2001 - 2003
The Garrison Institute September 1999 - October 2001
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Disability Insurance, Health Savings Accounts, Account Management, Underwriting, Negotiation, Umbrella Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Claim, Professional Liability
Education
State University of New York at Binghamton 1995 — 1999
Bachelor's degree, English
Kaplan Insurance Agency November 2013 - Present
Marshall & Sterling April 2012 - November 2013
George Thompson Agency January 2010 - April 2012
Northwestern Mutual May 2009 - January 2010
New York Business Development Corporation May 2008 - May 2009
Skills
Cross Selling, Leadership, Sales, Property & Casualty..., Underwriting, Management, Analysis, New Business Development, Customer Service, Finance, Cold Calling, Insurance, Commercial Lines, Commercial Insurance, Workers Compensation, Marketing, Professional Liability
Education
Siena College 2005 — 2009
Bachelor's degree, Economics
State Farm December 2014 - Present
State Farm September 2013 - Present
American International Group July 2012 - September 2013
Marshall & Sterling March 2011 - March 2012
Marshall & Sterling November 2007 - July 2010
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Liability, Casualty, Claim, Workers Compensation, Customer Experience, Sales, Call Centers, Property Claims, Claims Resolution, Claims Handling, Claim Investigation, Property Damage, Homeowners, Umbrella Insurance, Professional Liability, Casualty Insurance
Education
DeVry University 1999 — 2002
Bachelor of Science, Business Administration
Marshall & Sterling May 2014 - Present
Love/Effron August 2011 - May 2014
Leeb Group January 2001 - June 2011
College/UAPC November 2003 - September 2004
Brooklyn Union Gas/National June 1996 - August 1996
Bennett College August 1995 - May 1996
Skills
Employee Relations, Invoicing, Filing, Payroll, Process Scheduler, Access, Administrative..., Customer Service, Data Entry, Human Resources, Inventory Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Employee Benefits, Benefits Administration
Education
Mount Saint Mary College 2013 — 2016
Business Administration and Management, General
Dutchess Community College 2011 — 2013
Business Administration
Bennett College 1995 — 1997
Political Science
James Madison High School High School
Uncommon Schools July 2014 - Present
Uncommon Schools June 2013 - July 2014
Uncommon Schools July 2012 - July 2013
Uncommon Schools July 2011 - July 2012
Greece Central School District March 2011 - April 2011
Marshall & Sterling April 2007 - September 2009
self employed February 2006 - January 2009
Northwest Human Development March 2003 - September 2005
St. Bonaventure University August 2004 - May 2005
Pittsburgh Pirates Organization June 2001 - April 2002
Skills
Teaching, Public Speaking, Fundraising, Social Media, Customer Service, Marketing, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel, Public Relations, PowerPoint, Outlook, Research, Sales, Recruiting, Program Management
Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General
St. John Fisher College 2009 — 2011
M.S, Childhood and Special Education
St. Bonaventure University 2004 — 2005
M.S, Counseling Education
Saint Bonaventure University 1999 — 2001
BA, Journalism/Communication
Onondaga Community College 1997 — 1999
A.A, Humanities
Marshall & Sterling April 2015 - Present
Medical Expense Management, Inc. July 2011 - Present
Hickey-Finn Company, Inc. January 2014 - March 2015
CRM/MAJESTIC March 2001 - July 2011
Skills
Liability Analysis, Insurance, Workers Compensation, Commercial Insurance
Education
Marist College 1996 — 1998
BA, Business Administration
INS COURSE DCC
Marshall & Sterling April 2012 - Present
Navigator Money Management, Inc. June 2005 - February 2012
Ethan Allen November 2000 - May 2005
Skills
Investment Management, Investments, Strategic Financial..., Retirement Planning, Stock Market, Bond Markets, Strategy, Mutual Funds, ETFs, Insurance, Registered Investment..., Financial Advisory, Management, Strategic Planning, Research, Risk Management, Finance, Financial Services, Series 65, Life Insurance, Compliance
Education
Union College
Bachelor of Science, Industrial Economics
Sawyer Savings Bank April 2014 - Present
Thrifty Check Cashing February 2011 - Present
Ulster Savings Bank August 2007 - July 2010
Ulster Savings Bank March 2005 - August 2007
Marshall & Sterling 2003 - 2004
Marshall & Sterling 1997 - 2003
Skills
Banking, Loans, Credit, Risk Management, Financial Services, Insurance, Commercial Lending, Consumer Lending, Commercial Banking
Education
Seneca College of Applied Arts and Technology 2011 — 2011
Money Service Businesses, Compliance Specifications
Krissler Business Institute 1994 — 1996
Office Specialist
Grainger April 2014 - Present
HYPE! Huguenot Young Professionals and Entrepreneurs January 2014 - January 2015
SERVPRO of Western Dutchess County & Kingston/New Paltz May 2013 - November 2013
Marshall & Sterling May 2009 - October 2012
Sears Home Improvement Products December 2008 - May 2009
Vitamin World August 2006 - February 2009
Unlimited Events May 2008 - November 2008
University of Phoenix January 2008 - May 2008
Colonial Subaru of Danbury September 2007 - December 2007
Saturn of Danbury June 2007 - September 2007
Skills
Sales, Customer Satisfaction, Insurance, Professional Liability, Property & Casualty..., Customer Service, Team Building, Umbrella Insurance, New Business Development, Social Networking, Small Business, Account Management, Training, Cold Calling, Employee Benefits, Leadership, Marketing
Education
Mount St. Mary's College 2010 — 2014
BA, Education
Western Connecticut State University 2006 — 2008
History
Dutchess Community College 2003 — 2006
Associates Degree - Early Childhood B
WCSD
Marshall & Sterling June 2014 - Present
Decicco Food Market May 2013 - June 2014
United States Postal Service 2006 - 2010
Education
Mount Saint Mary College
Accounting and Business/Management
Marshall & Sterling September 2015 - Present
Yale New Haven Health System June 2014 - August 2014
Dr. Grace Kim June 2013 - March 2014
Aeropostale, Inc May 2013 - December 2013
Oolee CAFÉ February 2012 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Time Management, Sales, Data Entry, Teamwork, Access, Social Networking, Outlook, Finance, Social Media, Leadership
Education
Marist College 2012 — 2016
Bachelor's Degree, Finance, Information Systems
Marshall & Sterling April 2012 - Present
Marshall & Sterling September 2008 - April 2012
Marshall & Sterling September 2004 - September 2008
Skills
Insurance, Flood Insurance, Property & Casualty..., Umbrella Insurance, Homeowners, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Commercial Insurance, Commercial Lines, Underwriting, Liability, Brokers, Sales, Life Insurance
Education
Dutchess Community College
Allstate 2014 - Present
Brown and Brown of Upstate, NY INC 2007 - 2011
Marshall & Sterling 2000 - 2006
Skills
Property & Casualty..., Account Management, Management, Customer Service, English, Insurance, Risk Management, Sales, Employee Benefits, Outlook, Umbrella Insurance, Casualty Insurance
Education
Bryant and Stratton College
Property and Casualty Insurance
Schenectady County Community College
Criminal Justice/Police Science
The Shults Agency April 2014 - Present
Anchor Agency, Inc November 2013 - April 2014
Marshall & Sterling September 2012 - September 2013
Lancaster Insurance & Financial Service Center, Inc. December 2000 - August 2012
Prudential Financial March 1999 - December 2000
Allstate Insurance, Pete Celaya's Agency August 1995 - March 1999
Skills
Insurance, Commercial Insurance, Underwriting, Customer Service, Liability, Workers Compensation, Risk Management, Sales, New Business Development, Selling, Team Building, Sales Management, Casualty, Microsoft Office, Strategic Planning, Marketing Strategy, Management, Microsoft Word, Time Management, Microsoft Excel, Team Leadership, Accounts Receivable, Business Planning, Human Resources, Sales Presentations, Analytical Skills, Office Management, Organizational..., Market Planning, Highly detail oriented, Detailed Organization, Customer Oriented, Knowledge Management, Superior Work Ethic, Managing Database, Claims Investigations, Interpersonal Skill, Interpersonal..., Sales and Business..., Implement Business..., Marketing and..., Excellent Written and..., Interpersonal Leadership, Agency Bookkeeping, Client Relationships &..., Performance Motivation, Leadership, Marketing, Business Strategy, Brokers
Education
Penn State University 2011 — 2016
Working on Bachlors Degree, Law & Society
Marshall & Sterling October 2013 - Present
Mike Arteaga's Health & Fitness Center October 2011 - November 2012
Mike Arteaga's Health & Fitness Center November 2009 - November 2012
Mike Arteaga's Health & Fitness Center August 2008 - November 2012
Mike Arteaga's Health & Fitness Center March 2007 - November 2012
Skills
Sales, Management, Training, Hiring Employees, Employee Training, Microsoft Office, Customer Service, Interviews, Event Management, Leadership, Recruiting, Certified Group..., Managing Meetings, Department Budgeting, Human Resources, Supply Ordering, Office Administration, Schedules, Employee Scheduling, Social Networking, Team Management, Mac OS, Open Enrollment, Eligibility, Team Building, Microsoft Excel, Social Media, Event Planning, Strategic Planning
Education
SUNY New Paltz 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Dutchess Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Farmers Insurance March 2015 - Present
Marshall & Sterling May 2014 - February 2015
State Farm November 2000 - November 2013
Mobile Life Support Services August 2008 - October 2009
Skills
Sales, Insurance, Customer Service, General Insurance, Property & Casualty..., 14 Years experience in..., Public Speaking, Cold Calling, Workers Compensation
Education
SUNY Orange 2003 — 2004
Business Administration
Marshall & Sterling January 2012 - Present
Allstate January 2009 - January 2012
Windsor Capital Mortgage September 2003 - October 2007
Wells Fargo Home Mortgage October 2002 - March 2003
Ameriquest Mortgage Co June 1999 - October 2002
US Navy & US Marine Corps September 1992 - September 1998
Rhulen Insurance Agency November 1984 - July 1992
Trubek Henkler and Grasso 1984 - 1987
Skills
Commercial Insurance, Computer Proficiency, Managerial skills, Microsoft Office, Telephone Skills, Team Leadership, Proposal Writing, Account Management, Municipalities, spreadsheets, Directors & Officers..., School Districts, Crime Insurance, Environmental Insurance, TAM/Applied, Inland Marine, Professional Liability, OCP, Umbrella Insurance, Workers Compensation, Real Estate, Mortgage Lending, Marketing, Insurance, Management
Education
Marist College 2013 — 2017
Business Administration and Management, General
Bryant & Stratton College - Albany 2009 — 2009
NYS P&C Agent & Broker school, Insurance, Passed NYS P&C Broker class
Ventura College 1999 — 2002
A.S. General Science degree, General Sciences, 3.2
Mahwah High School 1980 — 1984
High School
Marshall & Sterling September 2009 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Umbrella Insurance, Brokers, Health Insurance, Underwriting, Customer Service, Employee Benefits, Sales
Education
State University of New York at Albany 1974 — 1976
Bachelor's Degree, Molecular Biology
Marshall & Sterling March 2014 - Present
Celedinas Insurance Group May 2012 - March 2014
Frank Crystal & Company August 2010 - May 2012
Aon risk Services Miami FL May 2004 - July 2010
Skills
Commercial Insurance, Property & Casualty..., Liability, Insurance, Claim, Professional Liability, Employee Benefits, Risk Management, Umbrella Insurance, Brokers, D&O, Negotiation, Strategic Planning, Underwriting, General Insurance, Legal Liability, Reinsurance, Health Insurance, Captives, Workers Compensation, Financial Risk, Employment Practices..., Casualty, Claims Management, Commercial Lines, Insurance Brokerage, Term Life Insurance, Inland Marine, Product Liability, Liability Analysis, Brokerage, Licensed Property, Medical Malpractice, Analysis, Property, Casualty Insurance, Disability Insurance, Marketing Strategy, Life Insurance
Education
Bentley University 1982 — 1986
B.S., Marketing/Management
Sorbonne University 1984 — 1984
Associate's degree, Liberal Arts/Language
Marshall & Sterling February 2006 - Present
Skills
Commercial Insurance, Underwriting, Insurance, Property & Casualty..., Health Insurance
Education
Siena College 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Marshall & Sterling December 2013 - Present
Marshall & Sterling May 2011 - Present
Marshall & Sterling June 2010 - May 2011
Skills
Photoshop, Illustrator, InDesign, Excel, Word, PowerPoint, Keynote, Constant Contact, Joomla, Microsoft Excel, Microsoft Word, Marketing, Facebook, Social Networking, Insurance, Property & Casualty..., Workers Compensation, Research, Customer Service, Commercial Insurance, Sales, Underwriting, Professional Liability
Education
State University of New York at New Paltz 2014 — 2016
Master of Arts (M.A.), Mental Health Counseling
State University of New York at Albany 2007 — 2011
Bachelor's degree, Psychology, Minor in Journalism, Concentrations in Neuroscience, Evolutionary Psychology
Marshall & Sterling May 2015 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Customer Service, Account Management, Employee Benefits, Risk Management, General Insurance
Education
The Culinary Institute of America 2003 — 2006
Associate of Arts and Sciences (AAS)
The Culinary Institute of America 2001 — 2003
AOS Culinary Arts
Marshall & Sterling September 2015 - Present
Marshall & Sterling April 2013 - Present
Cupcake Confessions May 2009 - Present
The Artist's Palate & CANVAS January 2013 - June 2013
Buds & Events June 2012 - January 2013
The Children's Home of Poughkeepsie April 2008 - March 2012
St. Cabrini Home, Inc. April 2007 - April 2008
Skills
Organization, Highly detail oriented, Computer Proficiency, Event Management, Event Planning, Coordinating Events, Problem Solving, Conflict Resolution, Coordinating services, Customer Service, Case Managment, Report Writing, Case Management
Education
University of New Haven 2003 — 2007
Bachelor of Arts (B.A.), Clinical Psychology
FDR
Carlson & Carlson, Incorporated March 2015 - Present
Marshall & Sterling November 2010 - January 2015
AIG American General October 1989 - November 2010
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Umbrella Insurance, Liability, Health Insurance, Casualty, Commercial Lines, Employee Benefits, Customer Service, Inland Marine, Sales, Marketing, Brokers, Casualty Insurance
Education
Gibbs College
Teikyo Post University
Marketing
Bryant & Stratton College January 2015 - Present
DeForest Group Inc April 2012 - Present
Harrington Education Center July 2014 - January 2015
Marshall & Sterling December 2005 - April 2012
The Reis Group 2000 - 2005
Skills
Property & Casualty..., Underwriting, Insurance, Professional Liability, Claim, General Insurance, Brokers, Umbrella Insurance, Inland Marine, Customer Service, Workers Compensation, Casualty, Liability, Employment Practices..., Commercial Lines, Casualty Insurance, Legal Liability, Commercial Insurance
Education
Bryant and Stratton College
Property and Casualty Insurance Broker's license, Insurance
Kingston High School
Ulster County Community College
Mathematics and Statistics, 4.0
Ipreo June 2014 - Present
Bank of America Merrill Lynch June 2013 - September 2013
Marshall & Sterling January 2013 - May 2013
Marist College Greystone Fixed Income Fund January 2013 - May 2013
Marist College Greystone Equity Fund August 2012 - December 2012
Callaghan Tax Services, Incorporated June 2012 - August 2012
Skills
Financial Analysis, Financial Statement..., Investment Strategies, Investment Valuation, Investment Selection, Communication, Relationship Management, Project Management, Organization, Close Attention to..., Problem Solving, Technology, Microsoft Office, Equities, PowerPoint, Bloomberg Terminal, Investment Management, Bloomberg, Investments, Fixed Income
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Public Preparatory Network July 2014 - Present
Washingtonville Central School District April 2014 - June 2014
Monroe Jeweler's October 2011 - May 2014
Cornwall Central School District October 2013 - April 2014
Ramapo High School March 2013 - May 2013
Monroe-Woodbury Central School District January 2013 - March 2013
Orange County Government May 2011 - August 2011
Marshall & Sterling December 2009 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Classroom
Education
City College of New York (CUNY) 2014 — 2016
Master of Arts (M.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor
SUNY Oneonta 2009 — 2013
Bachelor of Science (B.S.), Social Studies Teacher Education and History
Fitch Ratings August 2014 - Present
Stifel Financial Corp. September 2013 - May 2014
Bloomberg LP January 2013 - May 2014
Marshall & Sterling January 2013 - June 2013
Skills
Credit Analysis, Structured Finance, Credit Rating, Financial Analysis, Financial Statements, Investments, Project Management, Communication, Financial Modeling, Microsoft Excel, Fixed Income Analysis, Loan Portfolio Analysis, Structured Credit, CLO, CDO, Investment Research
Education
SUNY New Paltz 2010 — 2014
Bachelor of Science (B.S.), Finance Major/English Minor, 3.4
Long Island Lutheran High School 2006 — 2010
Bloomberg Institute, BAT Campus Ambassadors
Campus Ambassador Program
Marshall & Sterling December 1990 - Present
Skills
Large Specialty..., General Contractors, Pawnbrokers, Check Cashing Industry, Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, Workers Compensation, Umbrella Insurance, Employee Benefits, Underwriting, Legal Liability, Sales
Education
Albert Lea Senior High , Albert Lea, MN 1966 — 1968
Carmel High School, Mundelein IL 1964 — 1966
Ulster County Community College
VMTurbo June 2015 - Present
Marshall & Sterling December 2014 - May 2015
Michael Roberts Associates, Inc. May 2014 - September 2014
Drumlins Country Club May 2013 - September 2014
Marist College August 2011 - May 2013
Holy Cross Elementary School October 2010 - June 2011
Education
Marist College 2011 — 2015
Business and Personal/Financial Services Marketing Operations
Universidad de Sevilla 2013 — 2014
Business/Managerial Economics
Jamesville-Dewitt High School 2008 — 2011
High School
Marshall & Sterling October 2010 - Present
MVP/EmblemHeatlh June 2001 - September 2010
Aetna 1990 - 2001
Skills
Health Insurance, Insurance, Health Savings Accounts, Employee Benefits, Underwriting, Disability Insurance, Brokers, Managed Care, Workers Compensation, Property & Casualty..., Medicare, Commercial Insurance, Account Management, Claim, Strategic Planning, Sales Management, PPO, Professional Liability, Medicaid, Sales, Life Insurance, Term Life Insurance
Education
Fordham University - Graduate School of Business Administration 1986 — 1990
BS, Finance
Marshall & Sterling March 2014 - Present
Booker Software December 2012 - February 2014
ALC July 2011 - December 2012
APB Communications January 2011 - May 2011
Must Chocolate LLC May 2010 - August 2010
Skills
Social Media, Marketing Strategy, SEO, Marketing, Online Advertising, Advertising, Market Research, Social Media Marketing, Event Planning, Event Management, PowerPoint, Blogging, Microsoft Excel, Microsoft Word, New Business Development, Integrated Marketing, Digital Marketing, SEM, Sales
Education
Rider University 2007 — 2011
Bachelor of Science in Business Administration, Marketing
Greater Monroe Chamber of Commerce April 2011 - Present
Marshall & Sterling November 2010 - Present
BNI - Hudson Valley April 2004 - Present
Chester Fire Department August 1997 - Present
Marshall & Sterling January 2012 - December 2013
Chester Volunteer Ambulance Corps January 2011 - December 2011
The Keats Agency December 2006 - November 2010
Walter Rose Agency August 2004 - December 2006
Skills
Insurance, Workers Compensation, Customer Service, Customer Relations, Risk Management, Property & Casualty..., Commercial Insurance, Sales, Commercial Lines, Liability, Umbrella Insurance, Casualty, Brokers, Casualty Insurance, Employee Benefits, Legal Liability, Management, Professional Experience, Professional Liability, Sales Management, Small Business, Underwriting
Education
Hartford School of Insurance 2003 — 2003
Property & Casualty Insurance
Ramapo College of New Jersey 1998 — 2002
Bachelors, Finance
Yelp August 2015 - Present
Marshall & Sterling September 2013 - May 2015
Q Drinks May 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, Time Management, Social Networking, Marketing, Microsoft Office, PowerPoint, Management, Market Research, Outlook, Social Media, Team Building, Teamwork, Photoshop, Customer Service, Public Speaking, Fundraising, Marketing Communications, Sales, Facebook, Research, Advertising, Salesforce.com, Marketing Strategy
Education
Marist College 2011 — 2015
BS, Business Administration with a concentration in Marketing
East Greenwich High School 2007 — 2011
Marshall & Sterling January 2012 - Present
EmblemHealth 2007 - 2012
Skills
Insurance, Health Insurance, Underwriting, Sales, Employee Benefits, Marketing, Management, Customer Service, Strategic Planning, Commercial Insurance, Finance, Financial Services, Microsoft Excel, Brokers, Operations Management, Outlook
Education
State University of New York Empire State College 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
America’s Community Bankers National School of Banking 2001 — 2003
Business, Banking, Management, and Marketing
Wegmans Food Markets September 2013 - Present
the Wadsworth Household July 2003 - Present
Marshall & Sterling June 2010 - August 2011
George Larry State Farm Agency May 2008 - May 2010
Craig Smith State Farm Agency December 2006 - April 2008
Brown & Brown May 2002 - December 2006
Skills
American Sign Language, Computer Literate, Spanish (some), Workers Compensation, Teaching, Small Business, Customer Service, Customer Retention, Microsoft Office, Price Quotes, Call Centers, Data Entry, Direct Sales, Tax Preparation, Tax Returns, Customer Oriented, Insurance, Commercial Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Umbrella Insurance, HIPAA, Homeowners, Childcare, Experience Working with..., Children, Interior Design, Handyman Services
Education
Monroe Community College 1998 — 2004
Interior Design and Criminal Law
Churchville-Chili High School 1995 — 1998
H.S. Regents Diploma, Social Studies & Foreign Language
Marshall & Sterling May 2015 - Present
Smiths Detection August 2009 - August 2012
Smiths Detection April 2008 - August 2009
Morgan Stanley April 2006 - February 2008
Atlantic Bank September 2004 - May 2006
Alitalia Compagnia Aerea Italiana SpA March 2003 - September 2004
Skills
Employee Relations, Performance Management, Talent Acquisition, Recruiting, Succession Planning, Organizational..., Employee Engagement, HR Policies, Onboarding, Deferred Compensation, Human Resources, Employee Benefits, Change Management, Leadership Development, Coaching, Benefits Administration, HRIS, Employment Law, Professional Manner, Acquisitions, Talent Management, Teamwork, Program Management, Analysis, Leadership, Team Building, Process Improvement, Training, Labor Relations, Policy, Management, Interviews
Education
Providence College 1997 — 1999
Bachelor Degree, Psychology
New York University 2003 — 2005
Diploman in HR Management, Human Resources Development
Indeed.com August 2015 - Present
Fairfield County Bank August 2014 - Present
MSCO January 2014 - April 2014
Absolute Logic May 2013 - August 2013
Marshall & Sterling February 2013 - May 2013
Big Y Foods September 2009 - January 2013
The Taunton Press September 2009 - June 2010
Skills
Advertising, Blogging, Social Media, Market Research, Email Marketing, Copywriting, Photoshop, Adobe Creative Suite, Mac, Illustrator, Media Planning, Storyboarding, Avid Media Composer, Video Editing, Video Production, Client Relations, Direct Marketing, Press Releases, Constant Contact, Digital Copywriting, Corporate Communications, Project Management, Customer Service..., Mail Merge
Education
Marist College 2010 — 2014
Bachelor of Arts (B.A.), Communications-Advertising, Graduated Cum Laude
PrimePay August 2014 - Present
Marshall & Sterling March 2014 - August 2014
The Heritage Group April 2013 - 2014
Empire Blue Cross 2007 - 2013
Empire Blue Cross 2004 - 2007
Empire Blue Cross 1997 - 2004
The Record January 1997 - September 1997
Skills
Account Management, Customer Relations, Insurance, Customer Service, Health Insurance, Sales Management, New Business Development, Health Savings Accounts, Strategic Planning, Team Building, Disability Insurance, Negotiation, Brokers, Process Improvement, Outlook, Employee Benefits, Sales, Cold Calling, Direct Sales, Selling, Management
Education
SUNY Albany
BA, English with double minor in History and Political Science, 3.49
SUNY Adirondack
AA, Liberal Arts, 3.5
Marshall & Sterling March 2011 - Present
The Chazen Companies September 1999 - March 2010
Skills
Microsoft Office, Project Planning, Strategic Planning, Microsoft Excel, Sales, Insurance, Human Resources, Customer Service
Education
Marist College 1994 — 1997
Ralph V. Ellis Insurance February 2014 - Present
North American Partners in Anesthesia December 2009 - January 2014
Marshall & Sterling September 2001 - December 2009
Skills
Hospitals, Insurance, Customer Service, Healthcare, New Business Development, Healthcare Management, Management, Business Development, Public Speaking, Strategic Planning, Marketing Strategy, Budgets, Process Improvement, Team Building, Healthcare Consulting, Healthcare Industry, Leadership, Practice Management, Revenue Cycle, Physician Relations, Sales
Education
City University of New York-Baruch College
Finance
Salisbury School
United Way of Dutchess - Orange Region May 2013 - Present
Marshall & Sterling August 2011 - Present
Vanacore, DeBenedictus, DiGovanni & Weddell September 2004 - August 2011
Hyde Park Central School District Audit Committee July 2009 - June 2011
Adams Fairacre Farms 1997 - 2004
Skills
Accounting, Financial Accounting, QuickBooks, Financial Reporting, Auditing, Internal Controls, Payroll, Financial Analysis, Budgets, Microsoft Excel, Tax, Bookkeeping, Income Tax, Tax Preparation, Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, Corporate Tax, CPA, Insurance, Managerial Finance, Financial Statements
Education
Marist College 2002 — 2004
Bachelors of Science, Accounting
Dutchess Community College 2000 — 2002
Associates Degree, Criminal Justice
Marshall & Sterling January 1994 - Present
Marshall & Sterling Upstate Inc 1986 - 2010
Independent Insurance Agents of the Capital Region January 2008 - January 2009
Skills
Umbrella Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Cyber Liability, Surety Bonds, Legal Liability, Casualty, Commercial Insurance, Selling, Underwriting, Management, Liability Analysis, Insurance, Brokers, Inland Marine, Commercial Lines, Casualty Insurance
Education
Roger Williams University 1982 — 1986
BS, Business Management
Marshall & Sterling October 2011 - Present
Milbrandt & Co., Inc. July 2010 - October 2011
Mutual of Omaha 2008 - 2010
CLG Financial 1998 - 2004
Prudential Insurance 1984 - 1991
Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Sales, Umbrella Insurance, Professional Liability, Legal Liability, Health Insurance, Casualty, Fixed Annuities
Education
Rutgers Business School
Aon Risk Solutions March 2010 - Present
Willis Insurance January 2008 - March 2010
Marshall & Sterling November 2006 - January 2008
Skills
Insurance, Property & Casualty..., Brokers, Commercial Insurance, General Insurance, Underwriting, Liability, Account Management, Casualty, Workers Compensation, Legal Liability, Sales, General Aviation, Risk Management, Aviation Insurance
Education
University of Bridgeport 1999 — 2001
Bachelor's degree, Human Services, General
Rockland Community College 1997 — 1999
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Palmiter Business Solutions Inc. October 2013 - Present
Marshall & Sterling January 2012 - June 2013
Total Health Solutions Inc dba Palmiter Benefits Group January 2009 - January 2012
Video Transfer Solutions LLC January 2010 - February 2011
Palmiter Benefits Group LLC September 2005 - January 2009
Skills
Video Editing, Microsoft Office, Social Networking, Social Media Marketing, Public Speaking, Microsoft Excel, Outlook, Photoshop, Team Building, Mac, Facebook, Photography, Invoicing, Creative Writing, Email Marketing, Blogging, Digital Photography, Employee Relations
Education
Siena College 2005 — 2009
Marshall & Sterling June 2008 - Present
Walkway Over the Hudson June 2011 - Present
A.G. Edwards & Sons, Inc. October 2005 - June 2008
Skills
Health Insurance, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Professional Liability, Umbrella Insurance, Underwriting, Legal Liability
Education
Marist College 2000 — 2004
Marketing, Marketing
AAA Insurance of Western and Central NY December 2008 - July 2011
Marshall & Sterling April 2007 - August 2008
First Niagara Bank June 2005 - March 2007
Manpower 1999 - 2000
Education
State University of New York Empire State College 2005 — 2008
Business Administration with concentration in Marketing
Monroe Community College 2003 — 2005
Associates, Business Administration
State University of New York College at Geneseo 1996 — 1999
Communicative Disorders and Sciences
Eastridge High School 1992 — 1996
Marshall & Sterling May 2009 - Present
JS Diamond Group, Inc. May 2001 - June 2009
Aetna Health Plans July 1998 - May 2001
US Army October 1991 - September 1994
Skills
Health Insurance, Employee Benefits, Insurance, Workers Compensation, Health Savings Accounts, Property & Casualty..., Disability Insurance, Brokers, Underwriting, Commercial Insurance, Professional Liability, COBRA, Umbrella Insurance, Strategic Planning, Claim, Long-term Care, Medicare, Risk Management, Sales, Term Life Insurance
Education
State University of New York College at Oneonta 1994 — 1998
BS, Sociology and Marketing
Hauppauge High School 1988 — 1991
Marshall & Sterling January 1986 - Present
Marshall & Sterling Inc. January 1986 - Present
Pats Hallmark January 1988 - October 2003
Bank of New York September 1985 - September 1985
Skills
Accounting, Customer Service, Accounts Receivable, Accounts Payable, Account Reconciliation, Fundraising, Time Management, Microsoft Excel, Retail, Bookkeeping, Auditing, Financial Statements
Education
Dutchess Community College
Accounting
Marshall & Sterling January 2013 - Present
Kallman Insurance October 2004 - January 2013
The Spain Insurance Agency 2003 - 2004
State Farm 2002 - 2003
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Commercial Lines, Underwriting, Liability, Legal Liability, Umbrella Insurance, Casualty, Professional Liability, General Insurance, Inland Marine
Education
State University of New York at New Paltz 1995 — 1999
Bachelor of Arts (BA), Psychology
Marlboro High School
Marlboro High School
HealthSmart May 2015 - Present
Liberty Mutual Insurance November 2014 - April 2015
Marshall & Sterling January 2010 - March 2014
Sleepy Hollow Country Club September 2005 - October 2009
Skills
Equestrian, Commercial Insurance, Customer Satisfaction, Employee Benefits, Horses, Insurance, Professional Liability, Health Insurance, Legal Liability, Brokers, Umbrella Insurance, Underwriting, Term Life Insurance, Customer Service, Health Savings Accounts, Life Insurance, Claim, Disability Insurance, Account Management, Sales, Property, General Insurance, Small Business, Microsoft Excel, Microsoft Office, Claims Management
Education
Post University 2000 — 2004
Bachelor of Science (B.S.), Equine Management & Environmental Studies
American Riding Instructors Association
Nationally Certified, Dressage Instruction & Stable Management
Marshall & Sterling February 2015 - Present
Liberty Mutual Insurance November 2012 - January 2015
Verizon Wireless November 2010 - October 2012
Aflac 2009 - 2011
Chartwells (Higher Education Division) March 2004 - March 2009
The Coca-Cola Company October 1999 - March 2004
Keybank 1998 - 2000
Skills
Sales, Account Management, Direct Sales, Cold Calling, Sales Management, Customer Satisfaction, Customer Retention, Marketing, Sales Presentations, Leadership, Strategic Planning, Management, New Business Development, Sales Process, Sales Operations, PowerPoint, Forecasting, Inventory Management, Budgets, Retail, Competitive Analysis, Salesforce.com, Marketing Strategy, Selling, Life Insurance, Income Statement, Business Planning, Financial Analysis, Program Management, Property & Casualty..., P&L, Profit, Finance, Consultative Sales..., Social Media Marketing, Social Networking, Commercial Insurance
Education
State University of New York at Albany 1998 — 2001
Bachelor of Arts (B.A.), Economics
Massachusetts College of Liberal Arts 1997 — 1998
Shaker High School 1995 — 1997
Regents Diploma
Albany High School 1993 — 1995
Arbor Hill Elementary, Albany High School
Marshall & Sterling September 2014 - Present
Search Support Group November 2007 - September 2014
Skills
Recruiting, Talent Acquisition, Executive Search, Sourcing, Interviews, Applicant Tracking..., Employment Law, Talent Management, Human Resources, Performance Management, Customer Service, Strategy
Education
Syracuse University College of Law 1986 — 1989
JD
University of Vermont 1982 — 1986
BA, Political Science
Marshall & Sterling September 1980 - Present
Education
State University of New York College at Plattsburgh 1976 — 1980
BS, Accounting
Notre Dame Bishop Gibbons High School 1972 — 1976
Marshall & Sterling Underwriting & Claims ManagerClub AgencyApril 1979 - March 1987
Skills
Insurance, Underwriting, Workers Compensation, Commercial Insurance, Claim, Property & Casualty..., Professional Liability, Casualty, Umbrella Insurance, Commercial Lines, Liability, Legal Liability, Inland Marine, Disability Insurance, General Insurance, Brokers, Health Insurance
Education
Dominican College of Blauvelt 1974 — 1979
B.S., Business Management
H&R Block November 2011 - April 2014
DeVry University October 2006 - July 2012
Iglesia de dios Sol de justicia 1997 - 2009
Innovative Telecommunications Company (Vitelco) November 2002 - October 2006
Marshall & Sterling November 1999 - November 2002
St. Croix Insurance July 1994 - November 1999
St. Croix Insurance August 1998 - May 1999
Skills
Analysis, Time Management, Accounts Receivable, Accounts Payable, Project Planning, Financial Accounting, Customer Service, Process Scheduler, Accounting, Budgets, Public Speaking, Financial Reporting, Problem Solving, Strategic Planning, Project Management, Bookkeeping, Critical Thinking, Income Tax, Managerial Accounting, Higher Education, Telephone Skills, Lead Generation, Internal Controls, Process Improvement, US GAAP, Market Research, Logistics, Scheduling, Marketing Strategy, Risk Assessment, International Business..., Lead Scoring, P&C Insurance, Territory Management, Account Reconciliation, Marketing, microsoft projects, Training, Payroll, PeopleSoft, Internal Audit, Insurance, Small Business, Finance, Team Leadership, QuickBooks, Invoicing, Microsoft Excel, MS Project
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance with CPA Review
Keller Graduate School of Management of DeVry University 2012 — 2013
Masters Certificate, Project Management
H & R Block Tax School 2011 — 2012
Tax Professional, Finance, 93
University of the Virgin Islands 1991 — 1999
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
University of the Virgin Islands 1990 — 1999
Bachelor of Arts (BA), Accounting
St. Croix Central high School 1982 — 1986
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Marshall & Sterling 2009 - Present
Marshall & Sterling 2009 - Present
Skills
Umbrella Insurance, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Professional Liability, Casualty, Underwriting, Commercial Lines, Brokers, Claim, Inland Marine, Legal Liability, Health Insurance, Team Building, Sales, Casualty Insurance
Education
Marist College 1979 — 1983
Bachelor's degree, Accounting
Marshall & Sterling February 2013 - Present
Wilmington Trust- Wealth Advisory Divsion of M&T Bank January 2011 - February 2013
M&T Bank January 2010 - December 2011
M&T Bank March 2001 - February 2010
PaineWebber January 1998 - March 2001
UBS Wealth Management 1999 - 2001
Skills
Retirement Planning, Financial Planning, Asset Management, Estate Planning, Insurance, Investments, Investment Advisory, Asset Allocation, Series 24, Series 65, Series 7, Series 63, Certified Financial..., Portfolio Management, Financial Advisory, Life Insurance, Financial Services, Finance
Education
The American College 2007 — 2011
Certified Financial Planner, Financial Planning and Services
Marist College 1994 — 1997
Bachelor's of Science, Finance, Business Administration
Roger Williams University 1992 — 1994
Architecture
MVP Health Care August 2007 - Present
Marshall & Sterling June 2003 - July 2007
Skills
Health Insurance, Brokers, Commercial Insurance, Office Management, Direct Sales, Healthcare, Dentistry, Employee Benefits, Health Savings Accounts, Sales, Insurance, Marketing, Account Management, Customer Service, Disability Insurance, Medicare, Managed Care
Education
SUNY New Paltz 1999 — 2001
Bachelor of Arts, Anthropology/Journalism
Selective Insurance Company of America November 2014 - Present
Erie Trackside November 2002 - Present
Selective Insurance June 2004 - November 2014
Pike County District Attorney's Office April 2001 - June 2004
Marshall & Sterling October 1989 - May 2000
Skills
Commercial Insurance, Property & Casualty..., Insurance, Underwriting, Liability, Casualty Insurance, Claim, Customer Service, General Insurance
Education
SUNY Geneseo 1984 — 1986
Business
Port Jervis High School 1980 — 1984
Business
Centenary College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Centenary College
The Zanetti Agency June 2007 - Present
Kallman Insurance Agency June 1996 - May 2007
The Valley Group May 1988 - March 1996
Marshall & Sterling April 1987 - April 1988
Underwriters Adjusting Company (Continental Ins.) September 1972 - October 1987
Skills
General Insurance, Insurance, Claims, Accident, Commercial Insurance, Commercial Lines, Term Life Insurance, Claim, Legal Liability, Whole Life, Training, Workers Compensation, Property & Casualty..., Umbrella Insurance, Brokers, Liability
Education
Dutchess Community College 2003 — 2006
AAS, Accounting
Newburgh Free Academy 1969 — 1972
Business Degree, Bookkeeping
SUNY New Paltz
Accounting
Marshall & Sterling June 2014 - Present
MVP Health Care January 2001 - February 2014
New York Medical Imaging (now CareCore National) August 2000 - October 2000
CompreServ, Inc. April 1991 - July 2000
Skills
Health Care Reform, Product Marketing, Employee Benefits, New Business Development, Account Management, Customer Service, Teamwork, Consulting, Salesforce.com, Health Insurance, Lead Generation, Process Improvement, Benefits Administration, Sales Presentations, Sales, Claims Management, Brokers, Medicare, Claim, Open Enrollment, Health Savings Accounts, Underwriting, HMO, Dentistry, Healthcare, Managed Care, Insurance, Leadership, Term Life Insurance, Whole Life, Long-term Care, Group Insurance, Claims Resolution, Public Speaking, Accident
Education
SUNY Oneonta 1986 — 1990
Bachelor of Science, Business Economic & Psychology
CLG Insurance November 2000 - Present
Marshall & Sterling April 1995 - October 2000
Allstate Insurance September 1988 - April 1995
GEICO 1970 - 1980
Skills
Commercial Insurance, Brokers, New Business Development, General Insurance, Health Insurance, Employee Benefits, Legal Liability
Education
Cazenovia College 1966 — 1968
Associate's Degree, General Sales, Merchandising and Related Marketing Operations
Marshall & Sterling January 2014 - Present
Marshall & Sterling Insurance Svcs. January 2014 - Present
Farmers Insurance Group of Companies March 1998 - June 2013
Skills
Commercial Lines, General Insurance, Umbrella Insurance, Commercial Insurance, Insurance, Property & Casualty..., Liability, Workers Compensation, Casualty, Legal Liability, Brokers, Casualty Insurance
Education
Saint Bonaventure University 1970 — 1975
Bachelor's degree, Philosophy
Marshall & Sterling September 2013 - Present
Equisport Agency, Inc. June 2007 - September 2013
Bloomfield Open Hunt May 2003 - June 2007
Skills
Horses, Agribusiness, Insurance, Property & Casualty..., Professional Liability, Commercial Insurance, General Insurance, Customer Service, Liability, Casualty, Microsoft Office, Umbrella Insurance, Commercial Lines, Microsoft Excel, Microsoft Word, Outlook, Public Speaking, Underwriting, Brokers, Claim, Small Business, Administrative..., Equestrian, Financial Risk, Casualty Insurance, Workers Compensation, Reinsurance
Education
The University of Findlay 1999 — 2003
Bachelors, Equestrian Studies w/Emphasis in English Riding & Training, Equine Business Management
Selective Insurance April 2011 - Present
Marshall & Sterling August 2007 - March 2011
ISO September 2002 - August 2007
State Farm 2000 - 2002
Skills
Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Risk Management, Professional Liability, Claim, Legal Liability, Underwriting, Casualty Insurance
Education
Marist College 1997 — 2000
Bachelor of Science (BS), Criminal Jsutice
Marshall & Sterling October 2004 - Present
L.R.M.P. Insurance Agency 1989 - 2004
Skills
Risk Management, Property Management, Property & Casualty...
Education
State University of New York College at Oswego 1967 — 1971
Bachelor's degree, Economics
Adirondack Trust Insurance May 2011 - Present
Marshall & Sterling July 2002 - May 2011
Skills
Account Management, Strategic Planning, Customer Service, Team Building, Marketing, Sales, Insurance
Education
Allegheny College 1983 — 1987
B.S., Economics
Brown & Brown February 2014 - Present
Marsh & McLennan Agency November 2006 - May 2012
Arthur J. Gallagher & Co. April 2002 - November 2006
Marshall & Sterling April 1996 - November 2003
Adrian Waltzer Associates April 1989 - November 1992
Skills
Management, School Districts, Municipalities, Energy, Insurance, Commercial Lines, Property, Sales, Program Management, Legal Liability, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Professional Liability, Brokers, Disability Insurance, D&O, Liability, Health Insurance, Umbrella Insurance, Employment Practices..., General Insurance, Employee Benefits, Claims Management, Claim, Reinsurance, 401k, Casualty Insurance
Education
Orange Community College 1984 — 1985
Insurance
Rockland Community College 1982 — 1984
Early Education/Human Resources
Marshall & Sterling August 2014 - Present
Marshall & Sterling Insurance January 2012 - August 2014
Charles Quick & Associates January 2008 - October 2011
The Culinary Institute of America 2005 - 2008
Chadwell Insurance Agency April 1994 - 2006
Skills
Property & Casualty..., Customer Service, Workers Compensation, Insurance, Web Design, Microsoft Office, Commercial Insurance, Direct Sales, Umbrella Insurance, Underwriting, Professional Liability, Health Insurance, Legal Liability, Casualty, Employee Benefits, Commercial Lines, Liability, General Insurance, Homeowners, Employment Practices..., Life Insurance, Directors, Property Damage, Inland Marine, Disability Insurance, Small Business, Account Management
Education
SUNY Empire State College 2006 — 2009
Bachelor's degree, Business
State University of New York at Delhi 1975 — 1977
Associate's degree, Food Science and Technology
Mercy College
Accounting
Marshall & Sterling May 2004 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Underwriting, Professional Liability, Umbrella Insurance, Legal Liability, General Insurance, Casualty, Customer Service, Marketing, Commercial Lines, Brokers, Disability Insurance, Account Management, D&O, Employment Practices..., Casualty Insurance
Education
Coxsackie-Athens High School
The College of Saint Rose
Marshall & Sterling May 2015 - Present
Marshall & Sterling June 2014 - Present
The Valley Group, Inc. November 2006 - June 2014
B. Braun Medical December 1993 - June 2003
Skills
Process Improvement, Customer Service, Insurance, Operations Management, Call Centers, Team Management
Education
State University of New York Empire State College
Bachelor of Business Administration (BBA)
American Institute for Chartered Property Casualty Underwriters
CPCU -Charterd Property Casualty Underwriter, Insurance
Marshall & Sterling October 2014 - Present
Little Creatures Brewery September 2013 - April 2014
Marshall & Sterling May 2013 - July 2013
University at Buffalo Recreation & Intramural Services May 2011 - September 2012
Skills
PowerPoint, Social Media, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Microsoft Excel, Customer Service, Research, Teamwork
Education
State University of New York at Buffalo - School of Management 2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Marshall & Sterling
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
State University of New York at New Paltz 2011 — 2013
Marshall & Sterling December 2014 - Present
Marshall & Sterling September 2003 - October 2014
Skills
Management, Customer Service, Microsoft Office, Microsoft Excel, Sales, Project Management, Strategic Planning, Leadership, Marketing, Microsoft Word
Education
Ulster County Community College 1980 — 1982
AAS Accounting
Marshall & Sterling January 2010 - Present
David J Cohen Insurance December 1991 - January 2010
Skills
Read, Write and Speak..., Insurance, Commercial Insurance
Education
Alfa & Omega Bible Institute 2003 — 2006
Theology/Theological Studies
SUNY Orange 1997 — 1997
Fundamentals of Insurance
Middletown Senior High School 1984 — 1987
Recieved a National Honor Roll Society Diploma
Town of Lloyd Highway Department January 2012 - Present
St. Augustine Church September 1998 - October 2006
Marshall & Sterling January 1982 - January 1997
Skills
Administrative..., Data Entry, Spreadsheets, Travel Arrangements, Office Administration, Outlook, Office Management, File Management, Filing, Invoicing, Public Speaking, Customer Service, Office Equipment
Education
State University of New York at Delhi 1978 — 1980
Associate of Science (AS), Business Administration and Management, General
John A. Coleman Catholic High School 1974 — 1978
Marshall & Sterling February 2014 - Present
State Farm August 2006 - September 2013
Miller & Miller June 1993 - July 1998
Skills
Commercial Insurance, Underwriting, Workers Compensation, Customer Service, Professional Liability, Property & Casualty..., Insurance
Education
Berkeley College 1985 — 1986
Vocational Certificate, Fashion Merchandising