Palmer & Cay
Industry: Insurance company
DescriptionFounded: 1868 Subsidiary: Millennium Benefits Consulting, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPalmer & CayWebsiteDirections Saved (0) Saved Save Insurance agency in Atlanta, Georgia Address: Two Buckhead Plaza, 3050 Peachtree Rd NW #475, Atlanta, GA 30305 Phone: (404) 633-5800Place name: : Category: : : Website: : Hours: : : Website: http://www.palmerandcay.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Palmer & Cay Posting publicly on the Web Write a review Reviews Be the first to review
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Palmer & Cay Employees
FCC Services November 2014 - Present
Insurance February 2014 - October 2014
Hub International Insurance Services Inc December 2009 - January 2014
Aon Reed Stenhouse December 2008 - December 2009
Moreton & Company January 2006 - December 2007
Palmer & Cay August 2003 - July 2005
Marsh February 1998 - August 2003
Johnson & Higgins March 1991 - March 1997
Skills
Insurance, Risk Management, Underwriting, Leadership, Property & Casualty..., Commercial Insurance, Brokers, Employee Benefits, Benefits Administration, Marketing, CRM, Management, Account Management, Sales, New Business Development, Project Management, Start-ups, Program Management, Health Insurance, General Insurance
Education
University of Denver - Daniels College of Business 2003 — 2007
Executive Leadership and Finance, Leadership, Finance
University of Denver - Daniels College of Business 1980 — 1982
Bachelor in Business Adminstration, Economics, Marketing, Finance, Management
University of Hartford 1978 — 1980
BSBA, Business Administration and Performing Arts
University of Denver Lamont School of Music
Keyboard and Music Theory, Music
Tourism & Hospitality Professional March 1999 - Present
Kelly Tours January 2015 - Present
Holiday Inn Express & Suites, Hardeeville - Hilton Head, SC; I-95, Exit 8 April 2014 - December 2014
Member of BNI, Savannah Business Connection Chapter April 2013 - March 2014
Old Town Trolley Tours June 2006 - March 2014
Old Town Trolley Tours of Savannah June 2003 - June 2006
Palmer & Cay 1987 - March 1999
Skills
Tourism, Event Planning, Social Media, Hospitality, Media Relations, Hospitality Industry, Trade Shows, Social Media Marketing, Corporate Events, Sales, Facebook, Public Speaking, Public Relations, Time Management, Marketing, Customer Service, Recruiting, Leadership, Hotels, Training, Account Management, Management, Marketing Strategy, Social Networking, Sales Management, Leisure, New Business Development, Customer Satisfaction, Hospitality Management, Hotel Management, Email Marketing, Employee Training, Wedding Planning, Banquets, Advertising, Online Advertising, Tour Management, Team Building, Entertainment, Meeting Planning, Resorts, Food & Beverage, Tour Operators, Concierge Services, Incentives, Hotel Booking, Revenue Analysis, Lodging, Tourism Management, Rooms Division
Education
Armstrong State University 1975 — 1977
RCM&D 2014 - Present
Rutherfoord, a Marsh Mclennan Agency Company 2008 - 2013
Wachovia Insurance 2002 - 2008
Palmer & Cay 1996 - 2002
Alexander & Alexander / Aon 1980 - 1996
Skills
Insurance, Casualty, Commercial Insurance, Real Estate, Non-profits, Manufacturing, Negotiation, Customer Service, Fundraising, Professional Liability, Underwriting, Legal Liability, Directors & Officers..., Commercial Lines, Claims Management, Marketing, Property & Casualty..., Umbrella Insurance, Nonprofits, Employment Practices..., Liability, Workers Compensation, General Insurance, D&O, Brokers, Casualty Insurance
Education
Lynchburg College 1968 — 1971
BA, Economics & Political Science
Young Agents of Georgia August 2013 - Present
BB&T Insurance Services Inc. December 2011 - Present
Willis October 2007 - December 2011
Palmer & Cay August 2004 - October 2007
Skills
Property & Casualty..., Insurance Marketing &..., Insurance Marketing..., Risk Management, Workers Compensation, Insurance, Coastal Property..., Professional Liability, D&O/EPL/Fiduciary..., Insurance Account..., Commercial Insurance, General Insurance, Legal Liability, Health Insurance
Education
Leadership Savannah 2014 — 2015
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Risk Management and Insurance
Wells Fargo Insurance Services July 2014 - Present
Hays Companies December 2009 - Present
Wells Fargo Insurance Services July 2005 - December 2009
Palmer & Cay July 2003 - January 2005
Aon Risk Services July 1998 - July 2003
Skills
Microsoft Office, Insurance, Leadership, Budgets, Process Improvement, Brokers, Customer Service, Technology Management, Administrative..., Sales, Health Insurance, Property, Commercial Insurance, General Insurance, Liability, Microsoft Excel, Workers Compensation
Education
Roosevelt University 2003 — 2005
Risk Management, Finance & Insurance
intelligentinterest.com 2010 - 2014
Wachovia / Wells Fargo 2005 - 2009
Palmer & Cay 1995 - 2005
Johnson & Higgins 1990 - 1995
Skills
Marketing, Operations Management, Property & Casualty..., Due Diligence, Underwriting, Strategic Negotiations, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Data Analysis, Forecasting, Thought Leadership, Process Optimization, Insurance / Risk..., Applied Technology, Recruit / Staff / Reward, Coaching / Mentoring, Risk Analysis, Professional Liability
Education
Georgia Institute of Technology
BS Industrial Management, Accounting and Finance
USI Insurance Services August 2014 - Present
Wells Fargo Insurance Services, Inc. July 2004 - August 2014
Palmer & Cay 2003 - 2004
Northland Insurance Company 1995 - 2002
Skills
Liability, Portfolio Management, Commercial Insurance, Insurance, Professional Liability, Account Management, Casualty, Risk Management, Relationship Management, Legal Liability, Underwriting, Financial Services, Banking, Property & Casualty..., Analysis, Brokers, Claim, Workers Compensation
Education
Minnesota State University, Moorhead
Bachelor's degree, Finance, General
University of St. Thomas
Master of Business Administration (MBA), Finance, General
Wells Fargo Chief Financial Officer and Chief Operations OfficerWachovia Insurance Services, Inc.August 2003 - December 2008
Palmer & Cay 1992 - 2003
Skills
Risk Management, Insurance, Finance, Mergers & Acquisitions, Financial Analysis, Financial Risk, Banking, Management, Financial Modeling, Financial Services
Education
The University of Akron 1976 — 1980
BS, Accounting
Hays Companies of Florida January 2009 - Present
Wachovia Insurance Services September 2005 - January 2009
Palmer & Cay January 1998 - September 2005
Sedgwick of Florida January 1993 - January 1998
Skills
Commercial Insurance, Portfolio Management, Risk Management, Underwriting, Insurance, Brokers, Professional Liability, Property & Casualty..., Due Diligence, Financial Analysis, Real Estate, Mergers, Executive Management, Brokerage, Employee Benefits, Strategic Planning, Disposition, Financial Risk
Education
Stonehill College 1973 — 1977
BS, Accounting
Soldevila & Associates, LLC July 2000 - Present
Palmer & Cay August 1997 - June 2000
Ochsner Health Plan May 1994 - August 1997
Glamour Shots Portrait Studio August 1990 - May 1994
Skills
Insurance, 401k, Group Health, COBRA, Cafeteria Plans, Employee Benefits, Health Insurance, Health, Health Savings Accounts, Benefits, Disability Insurance, Benefits Administration, Group Benefits, HRIS, Plan Design, Compliance, Small Business, Dental, Health Plans, Brokers, Life Insurance, Long-term Care, Critical Illness, Dentistry, Fixed Annuities, Term Life Insurance, Human Resources, Accident, Group Insurance
Education
University of Mississippi 1978 — 1984
Lee Academy High School 1975 — 1978
Mariner Holdings October 2014 - Present
SageView Advisory Group July 2012 - October 2014
BMO Global Asset Management, a part of BMO Financial Group 2005 - 2012
UMB Bank 2001 - January 2004
Palmer & Cay October 1998 - April 2001
Skills
Mutual Funds, Wealth Management, Investments, 401k, Asset Allocation, Portfolio Management, Retirement, Retirement Planning, Due Diligence, Zephyr Style Advisor, Lipper, Zephyr, Morningstar, Morningstar Direct, Series 65
Education
Rockhurst University 1997 — 1999
Bachelor of Arts (B.A.), Human Resources and Labor Relations
Lee's Summit High School 1992 — 1995
Kenworth July 2013 - Present
PACCAR September 2010 - July 2013
PACCAR Inc September 2007 - February 2011
Rain Bird Corporation May 2005 - September 2007
Palmer & Cay April 2000 - February 2005
Arthur Andersen LLP January 1998 - January 2000
KPMG Peat Marwick LLP January 1992 - January 1998
City of Seattle Parks & Recreation January 1987 - January 1990
Pacific Delight Tours Inc 1989 - 1990
Hess Language School 1987 - 1987
Skills
Expatriate compensation, Expatriate Management, Employee Benefits, Executive Pay, Deferred Compensation, HRIS, HR Policies, Benefits Administration, Recruiting, Performance Management, Talent Acquisition, Employee Relations, Succession Planning, Personnel Management, Labor Relations, Talent Management, Human Resources, Employee Training, Training, Compensation & Benefit, Change Management, Performance Appraisal, Job Analysis
Education
University of San Diego 1990 — 1992
MBA, International, Beta Gamma Sigma, National Business Honorary Society, USD, 1992
University of Washington 1989 — 1991
B.A., Political Science, Phi Beta Kappa, University of Washington, 1989
Garfield High School 1980 — 1984
WORLDATWORK
International Human Resources Management
J. Smith Lanier & Co. September 2014 - Present
Sovereign Risk Solutions, LLC September 2012 - August 2014
McGriff, Seibels & Williams May 2006 - September 2012
Gallagher Heathcare Insurance Services, Inc. January 2005 - May 2006
Palmer & Cay October 2002 - December 2005
Gaston Loughlin, Inc. September 2001 - October 2002
McNeary Insurance Consulting, Inc. 1984 - 2001
St. Paul Insurance Company 1979 - 1984
Skills
Casualty, Property & Casualty..., Insurance, Legal Liability, Workers Compensation, Underwriting, D&O, Employment Practices..., Professional Liability, Commercial Insurance, Umbrella Insurance, Commercial Lines, Risk Management, Brokers, Liability, Reinsurance, Insurance Brokerage, Captives, Excess, Directors & Officers..., Customer Service, Self-funded, Strategic Planning, Profit Center Management, Budgeting,, Forecasting, Business Tie-Ups, Business Development, Revenue Generation, Business Improvement..., Client Relationship..., Product Marketing, Client Retention, Branch Operations, Team Management, Training & Development, Product Development, Brand Development, Key Account Managment, Market Intelligence &..., Sales Promotions, Revenue Growth, Bottom-Line Management, Budgetary Management, Vendor Management, Financial Analysis, Cost Control, Business Initiatives, Key Account Management, Cross-functional Team...
Education
University of Georgia - Terry College of Business
Masters in Business Administration, Economics
Georgia State University - J. Mack Robinson College of Business
Masters in Insurance, Risk Management and Insurance
University of Georgia - Terry College of Business
Bachelors in Business Administration cum Laude, Management
Lockton Companies June 2007 - Present
Palmer & Cay 2001 - 2007
Arthur Andersen & Co. 1999 - 2001
Skills
Retirement Plan..., Investments, Executive Compensation..., Non-Qualified Deferred..., Incentive Programs, Retirement Planning, Talent Acquisition
Education
Radford University 1984 — 1985
Masters of Science
Palmer & Cay October 2012 - Present
Wells Fargo Insurance Services December 2007 - October 2012
Greater South Agency October 2005 - December 2007
Skills
Property & Casualty..., Maintaining Strong..., Customer Service, Cross Selling, Workers Compensation, Commercial Insurance, Risk Management, Casualty, Underwriting, Insurance, Liability, Professional Liability, Brokers, Commercial Lines, Legal Liability, General Insurance, Claim
Education
University of South Carolina - The Moore School of Business 2001 — 2005
BS, Insurance/Risk Management and Finance
Ralph Lauren September 2014 - Present
Mondo February 2013 - August 2014
Socialete May 2012 - February 2013
Palmer & Cay May 2012 - February 2013
Skills
Social Media, Blogging, Social Networking, Editing, WordPress, YouTube, Social Media Marketing, PowerPoint, Public Speaking, Customer Service, Microsoft Office, Media Relations, Event Planning, Ap Style, InDesign, Microsoft Excel, Microsoft Word, Time Management, Marketing, Online Marketing, Event Management, Newsletters, Creative Writing, Spanish, Advertising, Email Marketing, Public Relations, Marketing Communications, Adobe Creative Suite, Press Releases, HTML, Photoshop, Final Cut Pro, Copywriting
Education
Grady College at The University of Georgia 2009 — 2012
Bachelor of Arts, Journalism and Mass Communications; Magazine Journalism; minor in Sociology
Grady College of Journalism and Mass Communication, University of Georgia
Marsh October 2014 - Present
Wells Fargo Insurance Services March 2014 - October 2014
Wells Fargo Insurance Services 2009 - March 2014
Wachovia Insurance Services, Inc. 2006 - 2009
Palmer & Cay 2001 - 2006
Nationwide Insurance 1997 - 2001
State Farm Insurance 1996 - 1997
Skills
Insurance, Risk Management, Management, International, Insurance Contract..., Commercial Insurance, Insurance Brokerage, Liability, Commercial Lines, Workers Compensation, Customer Service, Contract Negotiation, Underwriting, Account Management, Insurance Consulting, Team Management, Operations Management, Change Management, Mergers & Acquisitions, Microsoft Excel, Increasing Operational..., Project Management, Licensed Property &..., Casualty Insurance, Training, Increase Productivity, French, Increasing Employee..., Bonds, Multi Tasking, Highly detail oriented, Fast Learner, Team-oriented, Creative Solutions, SharePoint, Collaborative Problem..., Employment Practices..., Professional Liability, Property & Casualty..., Brokers, D&O, Personal Lines Insurance, Inland Marine
Education
Strayer University-North Carolina 2006 — 2013
Bachelor's Degree, Contracts & Acquisitions, International Business, Summa Cum Laude
Rutherfoord, MMA April 2012 - Present
USI Insurance Services March 2011 - April 2012
Seitlin Benefits June 2007 - November 2010
HRH 2005 - 2007
Palmer & Cay March 1999 - April 2005
Slabaugh Morgan March 1994 - March 1999
Skills
Employee Benefits, Strategy, Program Management, Business Strategy, Health Insurance, Insurance, Analysis, Brokers, Underwriting, Disability Insurance, Benefits Administration, Consulting, Health Savings Accounts, Life Insurance, D&O, Deferred Compensation, Leadership, Sales, Term Life Insurance, Management, Healthcare, Defined Benefit, Long-term Care, Reinsurance, Legal Liability, Managed Care, General Insurance, Medicare, Recruiting, COBRA, Talent Management, 401k, Account Management
Education
Barton College 1970 — 1972
BS, Business Admin
Lockton Companies 2003 - Present
Palmer & Cay July 1995 - September 2003
Skills
Strategy, New Business Development, Mergers & Acquisitions, Employee Benefits, Strategic Planning, Commercial Insurance, Healthcare, Risk Management, Property
Education
University of South Carolina - Darla Moore School of Business
Bachelor's Degree, Insurance & Economic Security
Seacrest Partners, Inc. October 2009 - June 2015
J. Smith Lanier & Co. June 2005 - May 2008
Palmer & Cay October 1994 - July 2004
Northwestern Mutual 1987 - 1994
Skills
Insurance, Health Savings Accounts, Health Insurance, Customer Service, Life Insurance, Employee Benefits, Health Care Reform, Account Management, Disability Insurance, Brokers, Commercial Insurance, Underwriting, Property & Casualty..., Term Life Insurance, Workers Compensation
Education
Georgia State University
AmWINS Group February 2015 - Present
AmWINS Group July 2010 - February 2015
Wells Fargo Insurance Services February 2009 - July 2010
Wachovia Insurance Services January 2008 - February 2009
Wake Forest University January 2007 - December 2008
Wachovia Insurance Services March 2005 - January 2008
Palmer & Cay April 2000 - March 2005
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Brokers, Commercial Insurance, Workers Compensation, Financial Risk, Professional Liability, Health Insurance, Liability, Project Management, Strategic Planning, Casualty, Risk Analysis, Pricing, Account Management, Analysis, Leadership, Legal Liability, Business Analysis, CRM, Reinsurance, Commercial Lines, D&O, Excess, General Insurance, Claim, Employment Practices..., Claims Management, Umbrella Insurance, Casualty Insurance
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2008
MBA
Insurance Institute of America 2005 — 2006
ARM, Associate in Risk Management
University of North Carolina at Charlotte 1996 — 2000
Finance, Risk Management and Insurance
DOOR3 August 2015 - Present
Infinity Info Systems March 2011 - July 2015
Infinity Info Systems February 2006 - March 2011
Palmer & Cay March 2002 - February 2005
Skills
Microsoft CRM, Microsoft Dynamics, Sales Process, Partner Management, Business Process..., Pre-sales, Account Management, SaaS, Sage CRM, Leadership, Sales Operations, Start-ups, Management, Strategy, Strategic Partnerships
Education
City University of New York
Bachelor's degree, Accounting
Trion, a Marsh & McLennan Agency, LLC Company September 2001 - Present
Palmer & Cay May 1998 - September 2001
Aetna January 1997 - May 1998
CGI Consulting Group December 1994 - January 1997
Skills
Health Insurance, Disability Insurance, COBRA, Brokers, Health Savings Accounts, Life Insurance, ERISA, Health Care Reform, HRIS, Group Insurance, Benefits Design, Open Enrollment, Term Life Insurance, Employee Benefits
Education
Gettysburg College 1990 — 1994
BA, Business Management
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Ironwood Insurance Services, LLC May 2013 - July 2014
Sterling Risk Advisors January 2005 - May 2013
Palmer & Cay April 2002 - December 2004
Georgia Pacific July 2000 - April 2002
Hamilton, Dorsey, Alston February 1997 - July 2000
Skills
Surety Bonds, Professional Liability, Property & Casualty..., Commercial Insurance, D&O, Insurance, Legal Liability, Workers Compensation, Umbrella Insurance
Education
Auburn University 1987 — 1990
Bachelor of Arts, History
Wells Fargo Insurance Services January 2009 - Present
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services, Inc. May 2005 - January 2009
Palmer & Cay 1999 - 2005
Palmer & Cay 1994 - 1999
The Jordan Agency 1984 - 1994
Skills
Risk Management, Insurance, Mergers, Brokers, Operations Management, Underwriting, Vendor Management, Property & Casualty..., Health Insurance, Enterprise Risk..., Business Analysis, Financial Risk, Training, Leadership, Management, Commercial Insurance, Process Improvement
Education
Capella University 2005 — 2008
Humanities / Business / E-Commerce
Insurance Institute of America 1985 — 1995
CPCU, Chartered Property Casualty Underwriter
Insurance Institute of America 1983 — 1985
AAI, Accredited Advisor of Insurance
Wells Fargo Insurance Services 2009 - January 2013
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay 1996 - 2005
Skills
Workers Compensation, Risk Management..., Property & Casualty..., Professional Liability, Commercial Insurance, Underwriting, Captives, D&O, Insurance, Brokers, Casualty, Liability, Health Insurance, Employment Practices..., Risk Management, Mergers & Acquisitions, Claim, Employee Benefits, Casualty Insurance
Education
The Wharton School, University of Pennsylvania 2001 — 2001
Executive Leadership Development Program
University of Alabama at Birmingham 1980 — 1982
BA, Political Science & Philosophy
Roork Insurance Group 2007 - 2011
Willis 2006 - 2007
Aflac 2005 - 2006
Brown and Brown Insurance 2002 - 2004
Palmer & Cay 2000 - 2002
Reidman Insurance (later acquired by Brown & Brown Insurance) 1998 - 2000
Skills
Property & Casualty..., Casualty, Customer Service, Risk Management
Education
Hope International University 1994 — 1996
Psychology
Palmer & Cay June 2011 - Present
Wells Fargo Insurance Services June 1990 - June 2011
Education
University of Georgia - Terry College of Business 1986 — 1990
BBA, Risk Management & Insurance
RE/MAX Unlimited 2006 - Present
Brown & Brown 2005 - 2006
Aon Consulting 2004 - 2005
Valenti Consulting 2001 - 2004
Palmer & Cay 1999 - 2001
Marsh 1997 - 1999
Acordia 1992 - 1997
E&J Gallo Winery 1990 - 1992
Skills
Real Estate, Employee Benefits, Sales, Human Resources, Relocation, Sellers, Selling, Public Speaking, Real Estate Economics, Mergers, Condos, Residential Homes, Business Development, Brokerage, Foreclosures, Real Estate Transactions, Investment Properties
Education
Florida State University 1985 — 1990
Bachelor of Science, Economics
Richmond Public Schools May 2012 - Present
James Madison University August 2010 - May 2012
Paramount's Kings Dominion July 2009 - October 2011
Richmond Public Schools May 2006 - July 2011
James Madison University January 2011 - May 2011
Palmer & Cay June 2004 - August 2009
James Madison University September 2006 - May 2009
Skills
Microsoft Office, Garageband, Adobe Captivate, Adobe Photoshop, Computer Aided Dispatch, Mac OS X, Higher Education, Photoshop, Captivate
Education
James Madison University 2010 — 2012
M.S.Ed, Adult Education/Human Resource Development
James Madison University 2006 — 2010
Bachelor of Arts, English
Premier Custom Pharmacy February 2015 - Present
Amarin Pharma Lipid Science Bio-Tech Company January 2013 - October 2013
inVentiv Health June 2009 - October 2012
OMNI Home Care April 2008 - June 2009
Procter & Gamble Pharmaceuticals December 2003 - February 2008
Community Care Service Program; Chatham County Health Department January 2003 - December 2003
Palmer & Cay September 2000 - March 2002
Orthopaedic Foot & Ankle Center, PC July 1997 - January 1999
Skills
Microsoft Office, Microsoft Word, PowerPoint, Hospitals, Endocrinology, Sales, Neurology, Cardiology, Pain Management, Time Management, Urology, Gastroenterology, OB/GYN, Rheumatology, Orthopedic, Sales Operations, Internal Medicine, Analysis, Business Development, Consultative Selling..., Strategic Selling, Marketing, Small Business, Salesforce.com, Pharmaceutical Sales, Product Launch, Account Management, Managed Care, Medicare Part D, Medicare Prescription..., Public Health, Healthcare, Healthcare Management, Health Education, Osteoporosis, Infectious Diseases, Lipidology, Primary Care, Sales Force Development
Education
Armstrong Atlantic State University 1999 — 2001
Master of Public Health (MPH), Public Health
Armstrong Atlantic State University 1995 — 1999
BS in Health Science, Health/Health Care Administration/Management
PURE Group of Insurance Companies January 2012 - Present
Privilege Underwriters 2008 - January 2012
Wachovia Insurance Services 2005 - 2007
Palmer & Cay April 2002 - April 2005
Johnson & Higgins 1977 - 1997
Skills
Property & Casualty..., Insurance, Strategic Planning, Management, Team Building, Sales, New Business Development, Sales Management, Leadership, Process Improvement, Executive Management, Marketing Strategy, Underwriting
Education
University of Kentucky 1972 — 1976
BA, Business Administration
Wells Fargo Insurance Services USA, Inc. April 2004 - Present
Palmer & Cay 2003 - 2005
Select Benefit Services September 1994 - March 2004
CareFirst BCBS 1979 - 1994
Skills
Underwriting, Property & Casualty..., Insurance, Risk Management, Strategic Planning, Financial Analysis, Employee Benefits, Professional Liability, Financial Risk, Business Strategy, Leadership, Brokers, Strategy, Due Diligence, Finance, Banking
Education
University of Maryland College Park
Coletta & Wight, LLC March 2008 - Present
Milliman, Inc. November 2004 - February 2008
Palmer & Cay February 2000 - October 2004
Sedgwick of California [became part of Marsh in 1998] June 1993 - January 2000
Skills
Cross-functional Team..., Innovative Design, Business Processes, Management Consulting, Risk Management, Business Continuity, Risk Assessment, Business Strategy, Strategic Planning, Business Planning, Program Management, Management, Business Process, Process Improvement, Strategy
Education
Massachusetts Institute of Technology
Master's Degree, Chemical Engineering Practice
Tufts University
Bachelor's Degree, Chemical Engineering
SterlingRisk September 2014 - Present
International Lease Finance Corporation July 2013 - September 2014
Palmer & Cay July 2011 - June 2013
William Gallagher Associates 2006 - July 2011
Palmer & Cay 2001 - 2006
Skills
Commercial Aviation, Aviation, Aircraft, Airlines, Flights, Aircraft Maintenance, Aircraft Leasing, Aerospace, Program Management, Commercial Insurance, Aviation Insurance, Risk Management, Leadership, Maintenance & Repair, Strategic Planning, Brokers
Education
University of Florida - Warrington College Of Business 1976 — 1978
BSBA, Management & Finance
Marsh McLennan Agency Company March 2006 - Present
Palmer & Cay 2001 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Health Savings Accounts, Strategy, Benefits Administration, Disability Insurance, Healthcare, Underwriting, Strategic Planning
Education
Siena College 1980 — 1984
BBA, Accounting
Young & Meathe 2005 - Present
Palmer & Cay 2003 - 2004
Marsh 1997 - 2000
Johnson & Higgins 1985 - 1997
Education
John Carroll University
BSBA, Finance and Marketing
Wells Fargo & Company June 2012 - Present
Wells Fargo & Company December 2009 - June 2012
Wachovia Corporation February 2008 - December 2009
Wachovia Insurance Services March 2006 - February 2008
Palmer & Cay August 2000 - March 2006
Skills
Human Resource..., Employee Benefits..., Due Diligence, Mergers & Acquisitions, Financial Management..., Business Process..., Vendor Management, Human Resource..., Project Management, Retirement Plan..., Leadership, Insurance, Human Resources, Change Management, ERISA, Strategy, Management, Mergers, Deferred Compensation, HR Policies, Program Management, Personnel Management, Benefits Administration, Employee Benefits, Budgets, Cross-functional Team..., COBRA, FMLA, Payroll, Executive Pay, Defined Benefit, Executive Management, Workers Compensation, 401k, HR Consulting, Risk Management, Health Insurance, Underwriting, Disability Insurance, Health Savings Accounts, Defined Contribution, Retirement Planning
Education
The University of Georgia
University of Georgia - Terry College of Business
BBA, Risk Management & Insurance
BB&T Insurance Services Inc. December 2013 - Present
Capital Risk Strategies July 2011 - December 2013
RCM&D January 2009 - July 2011
Hilb Rogal & Hobbs; Willis HRH December 2004 - December 2008
Palmer & Cay December 1998 - December 2004
Skills
Financial Modeling, Team Leadership, Mentoring, Risk Management, Risk Analysis, Risk Financing, Team Management, Project Management, Operational Risk..., Underwriting, Customer Acquisition, Business Development, Customer Satisfaction, Business Planning, Capital Budgeting, Commercial Insurance, Business Continuity, Business Operations, Healthcare Industry..., Captives, Cell Captives, Risk Retention Groups, Professional Liability, Writing, Presentations, Total Cost of Risk, Risk Quantification, Team Risk Management, Structural Optimization, Feasibility Studies, Brand Stewardship, Alternative Risk..., Special Purpose Vehicles, Enterprise Risk..., Risk Purchasing Groups
Education
American Institute for CPCU; Insurance Institute of America 2005 — 2007
ARM, Risk Financing, Risk Management, Risk Control
Randolph-Macon College 1980 — 1984
Political Science
U.S. Army Officer Basic Candidate School 1982 — 1982
Leadership, Team Management, Project Management, Communication, Collaboration, Decision Analysis
Lockton Companies September 2015 - Present
Applied Systems June 2014 - Present
JLL May 2011 - June 2014
Lockton Companies September 2008 - May 2011
McGriff, Seibels & Williams June 2006 - September 2008
Wells Fargo Insurance Services April 2005 - June 2006
Palmer & Cay November 2003 - April 2005
RSA September 2000 - September 2003
Skills
Insurance, Account Management, Management, Business Analysis, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance
Education
Georgia State University
Bachelor of Business Administration (BBA), Risk Management & Insurance
Self Employed November 2013 - August 2014
Alston & Bird LLP October 2005 - June 2012
Palmer & Cay March 2004 - October 2005
Fortis Family/Fortis Benefits Insurance Company (became Assurant Solutions) January 2002 - March 2004
Robins, Kaplan, Miller & Ciresi L.L.P. October 2000 - December 2001
Smith, Gambrell & Russell, LLP September 1999 - August 2000
Paul Hastings May 1998 - July 1998
Furukawa Electric Co., Ltd. May 1994 - August 1994
Education
Emory University School of Law 1996 — 1999
Doctor of Law (J.D.) with Honors
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.) with Honors and Distinction
Jack Lennon Consultants November 2012 - Present
AirStrip Technologies July 2012 - Present
Jack Lennon Consulting Group, LLC January 2012 - Present
Political Risk & Trade Consultants January 2005 - Present
TD 2009 - 2012
Wells Fargo Insurance Services June 2006 - December 2009
Palmer & Cay 2004 - 2007
MMI 1996 - 2002
ProMutual Group 1993 - 1997
Skills
Medical Malpractice, Workers Compensation, Risk Management, Captives, Patient Safety, Insurance, Strategic Planning, Process Improvement, Mergers, Executive Management, Financial Analysis, Patient Safety Mobility..., Political Risk..., Risk Assessment, Financial Risk..., Medical Records, Receiveables protection, ACO Risk consolidation, Loss Prevention, Medical Records Digital..., Employee Benefits, Community Hospitals, Academic Medical Centers, IDN, Medical Software Sales, Enterprise Solution..., C-level contacts, C-Level Negotiations, C-Level Presentations, C-Level Sales, C-Level Consulting, Complex Sales, Miller Heiman, Managing Complex Sales, ROI Justification, Targeted Account Selling, Key Account Acquisition..., C Level Selling, Building C-Level..., Consultative Selling..., Expert relationship..., Hospitals, Healthcare Information..., Healthcare, Leadership, Mergers & Acquisitions, Financial Risk, Reinsurance, Professional Liability
Education
UMass Boston 1980 — 1982
Master of Science, Health Care Administration, Health/Health Care Administration/Management, 4.0
Bridgewater State College 1976 — 1979
Bachelor of Arts (B.A.), History/Psychology, 3.4
H&R Block July 2015 - Present
H&R Block April 2013 - July 2015
Lockton Benefit Group September 2005 - April 2013
Palmer & Cay March 2003 - September 2005
FMH Benefit Services July 2000 - March 2003
Polsinelli, White, Vardeman, and Shalton April 1999 - June 2000
Skills
Employee Benefits, Legal Writing, Employment Law, Legal Research, Health Insurance, ERISA, COBRA, HIPAA, Cafeteria Plans, Health Care Reform, Code of Ethics and..., Insider Trading Policies, Corporate Governance, Corporate Law, Leadership
Education
University of Saint Mary
Master of Business Administration (MBA), General Studies
Ottawa University 2001 — 2003
Bachelor of Arts, Human Resources Management
Brown Mackie College 1998 — 1999
Associate of Applied Science, Paralegal Studies
Coldwell Banker November 2009 - April 2014
AIG September 2004 - January 2006
Palmer & Cay September 2003 - September 2004
RM Access - A Fidelity Company January 2001 - January 2002
Marsh, Inc January 1990 - January 2001
Alexander January 1983 - January 1990
Skills
Customer Service, Negotiation, Selling, Real Estate, Contract Negotiation, Marketing
Education
Nyack College
Bachelor Degree, Organizational Management
AmWINS Group April 2006 - Present
Lockton Companies 2003 - 2006
Palmer & Cay 1994 - 2003
Skills
Insurance, Underwriting, Management, Casualty, Professional Liability, Property & Casualty..., Brokers, Risk Management, Commercial Insurance, Marketing, Liability, General Insurance
Education
Marshall University 1970 — 1972
Huntington East High School
TSYS March 2006 - Present
Palmer & Cay May 1981 - April 2006
Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Financial Risk, Brokers, Professional Liability, Commercial Insurance, Team Building, Management, Health Insurance, Financial Services, Negotiation, Enterprise Risk..., Employee Benefits, Sales, Workers Compensation, Legal Liability, Relationship Management, Leadership, Credit, General Insurance, Mergers & Acquisitions, Vendor Management, Banking, Claims Management, Employment Practices..., D&O, Casualty, Claim, Directors & Officers..., Payment Card Processing, Liability, Process Improvement
Education
Columbus State University 1977 — 1981
BBA, Business Administration/Management/Education
Liberty Mutual Insurance August 2015 - Present
Travelers Insurance April 2014 - August 2015
Van Meter Insurance / Houchens 2005 - April 2014
Palmer & Cay September 2003 - December 2004
RPS 2000 - 2003
Skills
Insurance, Underwriting, Commercial Marketing, Rating, Sales, Sales Management, Marketing
Education
State University of New York College at Oswego 1976 — 1980
BA, English
Insurance Institute
CPCU, AINS, Insurance
J. Smith Lanier & Co. November 2006 - Present
Palmer & Cay 1996 - 2006
McMurray, Daly & Leonard June 1988 - December 1995
Crump Companies 1977 - 1984
Skills
Risk Management, Property & Casualty..., Captive INsurance, Risk Financing, Risk Management..., Commercial Insurance, Business Intelligence, Insurance, General Insurance, Legal Liability, Fiduciary, Directors & Officers..., Brokers, Professional Liability, Employment Practices..., Underwriting, Umbrella Insurance, Casualty, D&O, Workers Compensation, Liability, Excess, Captives, Analysis, Inland Marine, Commercial Lines, Health Insurance, Liability Analysis, Employee Benefits, Disability Insurance, Insurance Brokerage
Education
Maryville College 1973 — 1977
BA - Economics, BA - Business Admn, Economics & Business Administration
Baylor School - Chattanooga, TN 1972 — 1973
High School
York High School 1970 — 1972
High School, High School
State of Tennessee June 2012 - Present
Noonan Consulting August 2011 - June 2012
The North Highland Company June 2006 - August 2011
KeyBank September 2003 - January 2006
ernst & young July 2000 - September 2003
Palmer & Cay June 1999 - July 2000
First Union National Bank March 1991 - June 1999
Skills
Succession Planning, Performance Management, Culture Assessment, Talent Management, Employee Engagement, Onboarding, Talent Acquisition, Organizational..., Executive Coaching, Change Management, Workforce Planning, Leadership Development, Strategy, Organizational..., Management, Project Management, Training, Human Resources, Employee Relations, Personnel Management, Recruiting, Consulting, Applicant Tracking..., Employee Benefits, Organizational Design, HR Consulting, Workshop Facilitation, Career Development, Business Development, Leadership, Culture Change, Employee Training, Human Capital, Interviews, HRIS, Performance Improvement, Temporary Placement, Training Delivery, Strategic Planning
Education
Kent State University 1987 — 1990
Master of Arts
Belmont Abbey College 1981 — 1985
BA
Ashbrook High School 1978 — 1981
PointeNorth Insurance Group June 2014 - Present
Humana Inc. September 2010 - May 2014
Humana Inc. January 2007 - September 2010
Digital Insurance March 2004 - December 2006
Palmer & Cay January 2001 - March 2004
Georgia Baptist Health Care System March 1997 - August 2000
Group Health Cooperative of So Central Wisconsin January 1989 - April 1997
Skills
Employee Benefits, Insurance, Account Management, Sales, Strategy, Healthcare, Management, Medicare, Customer Service, New Business Development, Analysis, Health Savings Accounts, Customer Satisfaction, Health Insurance, Marketing, Leadership, Disability Insurance
Education
Taylor University 1978 — 1982
BA, Art and Sociology
Kearsley High School 1974 — 1978
H.S Diploma, College Prep
HUB International July 2015 - Present
RCM&D May 2012 - December 2014
Wells Fargo Insurance Services May 2004 - May 2012
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay May 2004 - May 2005
Marsh June 1996 - May 2004
Arkwright Mutual Insurance Co. June 1988 - June 1996
Skills
Insurance, Underwriting, Property & Casualty..., Portfolio Management, Leadership, Financial Analysis, Risk Management, Sales, Employee Benefits, Relationship Management, Brokers, Executive Management, Mergers & Acquisitions, Commercial Insurance, Financial Risk, Professional Liability, Workers Compensation
Education
Boston University 1984 — 1988
Bachelor of Science, Business Administration
Lower Merion
Aon Hewitt August 2015 - Present
SOPS Processing System April 2012 - June 2015
Homrich Berg November 2005 - April 2009
Palmer & Cay April 2000 - October 2005
Rich's Corporate April 1995 - April 2000
Skills
Proficient in Microsoft..., Highly Organized &..., Self-starter, Self-driven, Microsoft Office, Event Planning, Management, Time Management, Budgets, Office Management, PowerPoint, Leadership, Employee Benefits, Microsoft Word, Public Speaking, Training, Customer Service
Education
Colorado Technical University 2012 — 2013
Bachelor of Applied Science (BASc), Human Resources Management/Personnel Administration, General, 3.75
Eastern Michigan University 1984 — 1987
Mass Communications
Ironwood Insurance Services, LLC September 2015 - Present
Palmer & Cay January 2013 - September 2015
Snellings Walters Insurance Agency June 2008 - January 2013
Wachovia Insurance Services October 2005 - June 2008
Skills
Property & Casualty..., Commercial Insurance, Aviation Insurance, Directors & Officers..., Professional Liability, Risk Management, Private Equity
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA in Risk Management & Insurance, Risk Management & Insurance
BB&T Insurance Services March 2014 - Present
Peachtree Benefit Group August 2012 - January 2014
Vxtra Partners, LLC September 2010 - May 2011
BB&T June 2004 - September 2010
Palmer & Cay August 1998 - June 2004
Aetna May 1992 - August 1998
Skills
Employee Benefits, Strategy, Insurance, Health Insurance, Disability Insurance, Benefits Administration, Brokers, Term Life Insurance, Underwriting, Workers Compensation, Long-term Care, Health Savings Accounts, Life Insurance, Managed Care, Health Care Reform, COBRA, Claim, Medicare, 401k, Whole Life, Critical Illness
Education
Kennesaw State University
Seacrest Partners, Inc. March 2006 - Present
Palmer & Cay September 1992 - March 2006
Skills
Underwriting, Property & Casualty..., Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Strategic Planning, Health Insurance, Life Insurance, Strategy, Leadership, Brokers, Health Savings Accounts, Benefits Administration, Reinsurance, Workers Compensation, Long-term Care, Risk Management, Accident, Critical Illness, Claim, Retirement, Professional Liability, 401k, Health Care Reform, General Insurance, Insurance Brokerage, Management
Education
The American Instutute for Chartered Property Casualty Underwriters 1994 — 1996
Chartered Property Casualty Underwriter, Property and Casualty Insurance
The American College 1990 — 1991
Chartered Financial Consultant, Insurance / Investment / Financial Management
The American College 1987 — 1990
Chartered Life Underwriter, Life Insurance Underwriting
University of Pennsylvania - The Wharton School 1984 — 1987
Certified Employee Benefit Specialist, Employee Benefits
East Carolina University 1976 — 1981
BSBA, Eonomics
East Carolina University - College of Business 1976 — 1981
BSBA, Economics
Markel Corporation June 2012 - Present
Willis North America October 2008 - June 2012
Hilb Rogal & Hobbs ("HRH") March 2008 - October 2008
Wachovia Insurance Services 2004 - 2008
Palmer & Cay 1981 - 2004
Skills
Mergers, Insurance, Underwriting, Risk Management, Property & Casualty..., Commercial Insurance, Business Strategy, Strategic Planning, Finance, Coaching, Mergers & Acquisitions, Leadership, Business Process, Program Management, Claims Management, Employee Benefits, Commercial Lines, Casualty, Integration, Vendor Management, Employment Practices..., Brokers, Health Insurance, Casualty Insurance
Education
University of Phoenix 2007 — 2008
Masters of Business Administration
University of Phoenix 2000 — 2002
Bachelor or Science, Electronic Business
Georgia Southern University - College of Business Administration 1973 — 1975
Business Administration
Palmer & Cay August 2010 - Present
Marsh March 1997 - January 2010
Johnson & Higgins April 1984 - March 1997
General Reinsurance Corporation July 1981 - April 1984
Aetna Life & Casualty July 1978 - July 1981
Skills
Business Development, Project Management, Team Leadership, Product Development, Business Relationship..., Global Marketing, Property & Casualty..., Insurance, Underwriting, Workers Compensation, Risk Management, Professional Liability, Commercial Insurance, Brokers, Reinsurance
Education
Bucknell University 1975 — 1978
BA, English, Minor-Economics
Lycoming College 1974 — 1975
Political Science
Gun Holsters Unlimited September 2010 - Present
Rouse Organization, LLC July 2010 - Present
Assured Neace Lukens February 2008 - March 2010
Mesirow Financial October 2004 - January 2008
Palmer & Cay October 2003 - October 2004
Near North National Group March 2001 - October 2003
Skills
Social Media Marketing, Search Engine Marketing, Internet Marketing..., Search Engine..., Google Ad Words, Google Analytics, Keyword Research, Google Pay-Per-Click..., Website Usability..., Article & Blog Creation..., Video Production and..., Business Branding, Shopping Cart Services, Email Marketing..., Facebook Marketing, Press Releases, Adobe Photoshop, Photoscape, Adobe Premier, Magento Ecommerce..., Web Hosting and Domain..., Newsletter Creation and..., Social Network Setup..., Web Traffic Analytics..., Project..., Web Hosting, Marketing, SEO, Google Adwords, Usability, SEM, Start-ups, Strategy, PPC, Blogging, Sales, Entrepreneurship, Management, Leadership, Online Marketing, New Business Development, Marketing Strategy, Strategic Planning, Social Media, Team Building
Education
Loyola University of Chicago 1998 — 2002
Bachelor of Business Administration with degrees in, Marketing and Management
St. Xavier High School, Louisville, KY 1994 — 1998
English, Business
Kauffman FastTrac Program
Entrepreneurship/Entrepreneurial Studies
Hartford School of Insurance
Property & Casualty Insurance
McGriff, Seibels & Williams January 2005 - Present
Palmer & Cay January 2004 - January 2005
CNA Insurance 1998 - 2004
Fireman's Fund Insurance Co 1994 - 1998
Sentry Insurance 1985 - 1994
Kemper Insurance 1979 - 1985
Skills
Insurance, Property & Casualty..., Workers Compensation, Team Building, Commercial Insurance, Legal Liability, Underwriting, Risk Management, Management, Liability, Casualty, Healthcare, Claims Management, Strategic Planning, Commercial Lines, Enterprise Risk..., Casualty Insurance, Risk Assessment
Education
Clemson University 1975 — 1979
BS, Safety & Health, 3.2 gpa
Aurora Health Care August 2014 - Present
Aurora Health Care November 2013 - August 2014
Lockton St. Louis May 2007 - July 2013
Wachovia Securities, LLC May 2005 - May 2007
Palmer & Cay March 2003 - May 2005
Skills
Sales Compensation, Executive Compensation, Total Rewards Strategy, Executive Pay, Employee Benefits, Performance Management, Incentive Programs, Management, Strategy, Compensation, Program Management, Training, Compensation & Benefit, Leadership, Strategic Planning, HRIS, Human Resources, Compensation, Change Management, Employee Relations, Onboarding, Talent Acquisition
Education
Maryville University of Saint Louis 2000 — 2003
B.S., Actuarial Science
MOR Strategy Group June 2014 - Present
HNI Risk Services August 2008 - May 2014
Palmer & Cay June 2003 - July 2008
Hays Companies September 1999 - May 2003
Johnson & Higgins April 1995 - August 1999
John Hancock Life Insurance Company (U.S.A.) October 1983 - March 1995
Skills
Employee Benefits, Healthcare, Insurance, Strategic Planning, Business Development, Sales Management, Workers Compensation, Property & Casualty..., Benefits Administration, Leadership, Account Management, Employee Relations, Health Insurance, Human Resources, Management, Performance Management, Strategy
Education
Illinois State University 1979 — 1983
B.S., Business Administration
E*TRADE Financial Corporation July 2015 - Present
Palmer & Cay June 2014 - August 2014
Buckhead Wealth Management May 2013 - August 2013
Atlanta Braves May 2012 - August 2012
Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The University of Georgia 2011 — 2015
Bachelor’s Degree, Finance, General
Hess Corporation May 2014 - Present
Pappas Restaurants, Inc. June 2013 - February 2014
Copano Energy February 2013 - June 2013
CareerBuilder.com July 2010 - February 2013
Meetinghouse Productions September 2008 - September 2009
Gulf States Toyota June 2008 - August 2008
Palmer & Cay May 2004 - July 2006
Skills
Adobe Creative Suite, Final Cut Pro, Microsoft Office, CRM, Editing, Training, Sales, Research, Microsoft Excel, Social Media, Social Media Marketing, Social Networking, Sales Process, Video, Event Planning, SEO, Cold Calling, Human Resources
Education
University of St. Thomas (TX) 2011 — 2015
MBA, Marketing - International Business
Southern Methodist University 2004 — 2008
BA, Cinema - Television
Professional Liability Solutions, LLC April 2004 - April 2012
Holicky Consultants March 2004 - April 2012
Illinois Hospital Association October 2006 - February 2009
Palmer & Cay 2004 - 2005
Classic Insurance Services, Ltd. February 2001 - March 2004
American Physicians Assurance Corporation December 1995 - December 2000
BCS Financial Corporation June 1991 - November 1995
Aon Corporation June 1987 - June 1991
CNA Financial Corporation June 1985 - June 1987
Crum and Forster January 1983 - June 1985
Skills
Marketing Strategy, Market Planning, Start-ups, New Business Development, Healthcare, Insurance, Professional Liability, D&O, Strategic Planning, Workers Compensation, Customer Service, Liability, Sales Operations, Employee Benefits, Casualty, Risk Management, Executive Management, Legal Liability, Commercial Insurance, Health Insurance, Product Development, Property & Casualty..., Mergers & Acquisitions, Underwriting, Excess, Claim, Negotiation, Program Management, Brokers, Reinsurance, Account Management, Marketing, Sales, Financial Risk, Customer Retention, Claims Management, Captives, General Insurance, Commercial Lines
Education
DePaul University 1984 — 1986
MBA, Marketing Management
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance & Management
in the Healthcare Field GL ManagerWells Fargo Insurance Services2009 - 2010
Wells Fargo Insurance Services 2008 - 2009
Wachovia Insurance Services 2005 - 2008
Palmer & Cay 2000 - 2005
St Josephs/Candler Health System 1998 - June 2000
Southeast Healthcare (acquired by St. Josephs/Candler) 1998 - 2000
Equity Residential 1990 - 1997
Education
Texas A&M University-Commerce
BBA, Finance
hr-haven November 2014 - September 2015
Agspring, LLC --- Consulting Project December 2013 - August 2014
Advice & Aid Pregnancy Centers, Inc. --- Consulting Project October 2012 - September 2013
North American Pipe - formerly CertainTeed August 2010 - July 2012
Boas Associates LLC January 2005 - January 2010
Human Resources Management Corporation 2000 - 2007
Richardson Communications Group (formerly Richardson Printing) March 2004 - April 2005
CBIZ April 2002 - March 2004
Palmer & Cay April 2000 - March 2002
Skills
Employee Relations, Talent Management, Employee Benefits, Performance Management, Human Resources, Talent Acquisition, Onboarding, Conflict Resolution, Organizational Design, Succession Planning, HR Consulting, Training, Management, HR Policies, Employment Law, Employee Training, Budgets, Career Counseling, Deferred Compensation, Leadership Development, Strategic Planning, Personnel Management, Resume Writing, Temporary Placement, Coaching, Employee Engagement, Organizational..., Workforce Planning, Process Improvement, Benefits Administration, Strategy, Recruiting, Management Consulting, New Hire Orientations, FMLA, Program Management, Labor Relations, Job Descriptions, Interviews, Hiring
Education
Baker University 1993 — 1995
B.A., Business Administration - cum laude
Andrean High School
Professional Development Certifications
Integro Insurance Brokers June 2005 - Present
Palmer & Cay 2004 - 2005
Marsh 1989 - 2004
Skills
Brokers, Property & Casualty...
Education
Cornell University 1971 — 1975
Bachelor of Science (B.S.), Economics
Willis, NA 2008 - Present
Hilb Rogal & Hobbs December 2005 - October 2008
Palmer & Cay April 1999 - December 2005
ManagedComp May 1996 - April 1999
Aon Risk Services November 1991 - April 1996
Sentry Insurance May 1976 - November 1991
Skills
Commercial Insurance, Casualty, Risk Management, Safety Management..., Workers Compensation, Legal Liability, Property & Casualty..., Underwriting, Financial Risk, Analysis, Insurance, Management Consulting, General Insurance, Industrial Hygiene, Claim, Health Insurance, Claims Management, Umbrella Insurance, Liability, Project Management, Auditing, Professional Liability, Team Building, EHS, Risk Assessment, Brokers, Enterprise Risk..., Account Management, Construction Safety, Training, Occupational Health, Industrial Safety, Commercial Lines, Strategic Planning, Employee Benefits, Reinsurance, Emergency Management, Process Improvement
Education
Monmouth College 1970 — 1972
BA, Chemistry
Flatiron Capital March 2009 - Present
Baytree Finance Company January 2006 - March 2009
Palmer & Cay October 2003 - October 2005
NetVendor, Inc. January 2000 - March 2004
SCT Corporation January 1997 - December 1999
Education
Georgia State University 1994 — 1996
MBA, Information Technology
University of Georgia - Terry College of Business 1990 — 1993
Bachelor of Business Administration (BBA), International Business
Wells Fargo Insurance Services March 2014 - Present
Scott Insurance August 2005 - March 2014
Palmer & Cay 2002 - 2005
QualChoice of NC 2000 - 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Underwriting, Life Insurance, Reinsurance, Commercial Insurance, Health Savings Accounts
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), Mathematics
Lockton Companies 2003 - Present
Palmer & Cay 1999 - 2003
Aon Risk Services 1996 - 1999
Johnson & Higgins 1993 - 1996
Skills
Property & Casualty..., Professional Liability, Commercial Insurance, Underwriting, Liability, Casualty, D&O, Brokers, Commercial Lines, Reinsurance, Legal Liability, General Insurance, Claim, Risk Management, Casualty Insurance
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1993
Master of Business Administration (M.B.A.), Insurance & Risk Management
SUNY Potsdam 1984 — 1988
Bachelor's degree, Mathematics
Wells Fargo Insurance Services July 2009 - Present
Wachovia, A Wells Fargo Company May 2005 - June 2009
Palmer & Cay November 2003 - May 2005
Marsh Inc. June 1992 - November 2003
Skills
Insurance, Leadership, Due Diligence, Legal Liability, Financial Analysis, Commercial Insurance, Portfolio Management, Claim, Environmental Awareness, Investments, Underwriting, Contract Negotiation, Strategic Planning, Risk Management, Team Building, Management, Risk Assessment, Professional Liability, Casualty, Workers Compensation, Financial Risk, Strategy, New Business Development, Property & Casualty..., Program Management, Business Strategy, Brokers, Liability, Mergers & Acquisitions, Project Management, Real Estate, CRM, Analysis, Change Management, D&O, Reinsurance, Excess
Education
University of Maryland College Park 1983 — 1987
B.A, Government
AOS Digital November 2014 - Present
MTS Software Solutions April 2012 - November 2014
Hub International May 2011 - April 2012
Model Consulting, Inc. December 2008 - September 2009
CBIZ May 2007 - November 2008
Palmer & Cay May 2006 - April 2007
Federated Insurance October 2003 - May 2006
Skills
Healthcare, Networking, Business Process..., Risk Mitigation, Continuous Improvement, Enterprise Content..., Consultative Approach, Supply Chain..., Human Resources..., Change Management, Risk Management, Human Resources, New Business Development, Employee Benefits, Business Development, Strategic Planning, Marketing, Insurance, Account Management, Customer Service, Leadership, Strategy, Process Improvement, Team Building, Contract Negotiation, Selling, Sales Process, Solution Selling, Salesforce.com, SaaS, Direct Sales, Management, Sales
Education
Sacred Heart University 1999 — 2003
BS, Finance
Council Rock High School 1995 — 1997
Cartwright Signs, Ltd. October 1999 - Present
Palmer & Cay September 1994 - October 1999
Education
Tarleton State University 1989 — 1992
Hartville Group 2005 - Present
Hartville Pet Insurance Group 2005 - Present
Palmer & Cay 2003 - 2005
Marsh 2001 - 2003
PolyOne Corporation 1996 - 2001
M. A. Hanna Company 1996 - 2000
OMC 1984 - 1996
Skills
Strategic Planning, Microsoft Excel, Insurance, Reinsurance, Mergers, Budgets, Financial Risk, Managerial Finance, Finance, Financial Modeling, Mergers & Acquisitions, Due Diligence, Accounting, Executive Management, Financial Reporting, Health Insurance, Process Improvement, Forecasting, Risk Management, Negotiation, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Business Planning, Corporate Finance, Actuarial Science, Investments, Cash Flow, Business Intelligence, Auditing, Banking, Management
Education
Marquette University Law School 1974 — 1977
Atlantic American December 2011 - Present
PayDay USA July 2010 - January 2012
Medical Data, Inc July 2009 - November 2010
StayWell Custom Communications July 2006 - June 2009
Friedmans Inc 2005 - 2006
Friedman's Jewelers 2005 - 2006
Palmer & Cay 2004 - 2005
Haband 1999 - 2004
Skills
Software Development, Database Design, Microsoft SQL Server, Process Improvement
Education
The University of Georgia 1995 — 2001
BS, Computer Science
Hilb Rogal & Hobbs Senior Vice PresidentWillis2006 - 2007
Palmer & Cay 2001 - 2006
Education
University of Georgia - Terry College of Business 1989 — 1992
University of Georgia - Terry College of Business 1989 — 1992
BA, Risk Management and Insurance
Barney & Barney, Marsh & McLennan Agency July 2007 - Present
Palmer & Cay May 2003 - February 2007
Federal Reserve Bank of Atlanta June 2001 - April 2003
Skills
Account Management, Brokers, Casualty, Claim, Commercial Insurance, Employment Practices..., General Insurance, Hospitals, Insurance, Leadership, Liability, Professional Liability, Program Management, Risk Management, Strategic Planning, Workers Compensation, Property & Casualty..., D&O
Education
Agnes Scott College 1999 — 2003
Bachelor of Arts (B.A.), Business Econmics and French Literature
L'Universite Nice Sophia Antipolis 2002 — 2002
Wells Fargo Insurance Services December 2004 - Present
Palmer & Cay October 2003 - December 2004
Royal & SunAlliance July 2000 - October 2003
Reliance Insurance Company April 1999 - July 2000
Insurance Counseling and Management July 1998 - March 1999
Liberty Mutual Insurance October 1992 - July 1998
Skills
Underwriting, Credit, Commercial Insurance, Financial Analysis, Property & Casualty..., Insurance, Risk Management, Investments, Portfolio Management, Mortgage Lending, Financial Risk, Mutual Funds, Sales, Workers Compensation, Brokers, Professional Liability, Liability, Casualty Insurance
Education
Nova Southeastern University 1994 — 1995
MBA, Business Administration and Management, General
University of Florida 1987 — 1991
BS, Finance
Compensation Planning & Analytics January 2003 - Present
The National Compensation Consulting Practice February 1998 - January 2003
Palmer & Cay January 1998 - January 2003
Alexander & Alexander Consulting Group July 1993 - December 1997
William M. Mercer, Inc January 1987 - July 1993
Towers, Perrin August 1985 - December 1986
Psychological Associates, Inc October 1980 - July 1985
St. Louis Children's Hospital May 1978 - September 1980
Education
Southern Illinois University 1992 — 1994
MBA, Accounting & Finance
University of Missouri-Columbia 1972 — 1977
Ph.D, Social Psychology
Northern Illinois University 1970 — 1973
MA, Sociology
University of Rio Grande and Rio Grande Community College 1963 — 1968
B.A., English
CIGNA Healthcare May 2009 - Present
The A.I. Group November 2006 - May 2009
Palmer & Cay 1997 - 2006
Great West Life 1986 - 1994
Skills
Insurance, Employee Benefits, Health Insurance, Strategic Planning, Managed Care, Healthcare, Brokers, Project Management, Management, Team Building, Sales Management, New Business Development
Education
University of Georgia - Terry College of Business 1982 — 1986
Bachelor of Business Administration (BBA), Marketing
South Gwinnett
Aon April 2007 - Present
Milliman November 2004 - April 2007
Palmer & Cay March 2002 - November 2004
Skills
Business Continuity, Crisis Management, Emergency Management, Disaster Recovery, Operational Recovery, Supply Chain Management, Business Strategy, Emergency Planning, Operational Risk..., Risk Management, Business Continuity..., Program Management, Risk Assessment, Team Leadership, Project Management, Enterprise Risk..., Leadership, Governance, Analysis
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
University of Southern Maine 1992 — 1996
BS, Business Administration
Christensen & Jensen September 2005 - Present
Palmer & Cay July 2002 - December 2003
Skills
Civil Litigation, Appeals, Legal Research, Personal Injury, Microsoft Office, Timeslips, Mediation, Arbitration, Wrongful Death, Construction Law, Torts, Alternative Dispute..., Legal Assistance, Public Liability, Contract Law, Product Liability
Education
Polytechnic University of the Philippines 1979 — 1985
Palmer & Cay July 2013 - Present
William Gallagher Associates July 2001 - June 2013
Skills
Directors & Officers..., Insurance, Risk Management, Underwriting, Employment Practices..., Property & Casualty..., Professional Liability, D&O, Private Equity, Brokers, Risk Financing, Captives, Commercial Insurance, Mergers & Acquisitions, IPO, Representations &..., M&A experience, Venture Capital, Clinical Trials, Transaction risk..., Life Sciences, Healthcare, Pathology, Dialysis, Oncology, Radiology, Medical Malpractice, Medical Devices, Legal Liability, Liability, Excess, Lifesciences
Education
Georgia State University 1987 — 1991
Bachelor of Science (BS), Finance
Northeast Georgia Health System June 2015 - Present
Spartanburg Regional Healthcare System June 2014 - August 2014
Local Family March 2006 - May 2013
J. Smith Lanier & Co. 2003 - 2006
Palmer & Cay 2002 - 2003
Management Recruiters of Roswell 2001 - 2002
edeltacom (division closed) 2000 - 2001
Bank of America 1998 - 2000
Skills
Healthcare Management, Healthcare Information..., Project Management, Hospitals, Healthcare, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Customer Relations, Relationship Management, Managed Care, Medicare, Leadership
Education
Brenau University 2013 — 2015
MBA-Healthcare Management, Business Administration-Healthcare Management, Masters
College of Charleston 1990 — 1995
Bachelor of Science (B.S.), Psychology
Wells Fargo Insurance Services January 2010 - Present
Wells Fargo Insurance Services USA, Inc. 2009 - January 2010
Wachovia Insurance Services Inc September 1998 - June 2009
Palmer & Cay 2003 - 2005
Skills
Insurance
Education
Colorado State University 1975 — 1980
Berkley Mid-Atlantic Group 2000 - Present
Palmer & Cay 1996 - 2000
Alexsis Risk Management Services, Inc. 1980 - 1996
Skills
Commercial Lines, Liability, Claims Management, Claim, Casualty, Property & Casualty..., Legal Liability, Commercial Insurance, Claim Investigation, Professional Liability, Subrogation, Insurance, Workers Compensation, Litigation, Workers' Compensation..., General Insurance, Liability Analysis, Managed Care, Disability Insurance, Reinsurance, Property Damage, Umbrella Insurance, Litigation Management, Excess, Employment Practices..., D&O, Claims Resolution, Brokers, Underwriting, Adjusters, Accident, Inland Marine, Claims Handling
Education
University of Richmond - Robins School of Business 1970 — 1974
BS in Business Administration, Business Management & Finance
Sovereign Risk Solutions, LLC July 2006 - Present
Lockton Companies September 2003 - September 2005
Palmer & Cay June 1992 - September 2003
Sedgwick LLP 1990 - 1992
Skills
Risk Financing, Healthcare, Underwriting, Insurance, Casualty, Real Estate, Financial Risk, Risk Management, Property & Casualty..., Strategic Planning, Employee Benefits, Professional Liability, Legal Liability, Captives, D&O, Commercial Insurance, Employment Practices..., Workers Compensation, Brokers, Excess, Commercial Lines, Inland Marine, Liability, Liability Analysis, Reinsurance, Umbrella Insurance, Surety Bonds, Insurance Brokerage, Health Savings Accounts, Customer Satisfaction, General Insurance, Litigation Management, Casualty Insurance
Education
The University of Georgia 1985 — 1987
B.B.A, Risk & Insurance Management
University of Georgia - Terry College of Business 1985 — 1987
BBA, Risk Management
Kennesaw State University 1984 — 1985
The Cottonwood Group 2006 - Present
Palmer & Cay 2000 - 2006
DeFrain Mayer 1989 - 2000
Alexander & Alexander, Inc. 1986 - 1989
Education
University of Minnesota-Twin Cities 1976 — 1978
BA, Social Welfare
YKK Corporation of America June 2015 - Present
YKK Corporation of America July 2013 - Present
National Specialty Underwriters September 2011 - May 2013
Logisticare Solutions, LLC November 2004 - August 2011
Marsh August 1993 - November 2004
Palmer & Cay 1998 - 1999
Liberty Mutual Insurance June 1988 - August 1993
Skills
Captives, General Liability, Underwriting, Risk Management, Casualty, Insurance, Brokers, Problem Solving, Pricing, Transportation, Negotiation, Property & Casualty..., Contract Negotiation, Analysis, Commercial Insurance, Excess, Wholesale, Coverage, Liability, Claims Management, Legal Liability, Workers Compensation, Leadership, Professional Liability, Management, Reinsurance, Litigation Management, Enterprise Risk..., Claim Investigation, Commercial Lines, Financial Risk, General Insurance, Casualty Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA, Risk Management & Insurance
RIMS
Wachovia Bank SVPWachovia Insurance Services2007 - Present
Palmer & Cay April 1995 - May 2005
Education
Presbyterian College 1974 — 1976
BS, Biology
BGO Architects August 2006 - September 2008
Palmer & Cay 1999 - 2005
Education
National University 1994 — 1996
MA, Psychology
Chapman University 1992 — 1994
BS, Social Scienc
Mercer 2007 - Present
Palmer & Cay 2003 - 2006
PricewaterhouseCoopers 1999 - 2002
Deloitte Consulting 1997 - 1999
Skills
Defined Benefit, Pensions, Employee Benefits, Actuarial Science, ERISA, Pension Administration, Benefits Administration, Retirement
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
Actuarial Science
University of Florida 1991 — 1995
BSBA, Finance
J. A. Price Agency February 2014 - Present
EPIC Agency, Inc March 1993 - February 2014
Michigan Educators Mutual Insurance Company April 1992 - March 1993
Palmer & Cay March 1990 - February 1992
C&S Insurance Services July 1986 - February 1990
CNA Insurance November 1984 - October 1986
Skills
Underwriting, Property & Casualty..., Product Development, Sales Management, Operations Management, Selling, Insurance, Umbrella Insurance, Management, Process Improvement, Business Analysis, Casualty, Marketing, Program Management, Liability, Strategic Planning, Sales, Team Building, New Business Development, Leadership, Employee Benefits, Executive Management, Risk Management, Commercial Insurance, Reinsurance, Workers Compensation, General Insurance, Brokers, Legal Liability, Commercial Lines, Casualty Insurance
Education
Northwestern State University 1970 — 1973
BS, Business Administration / Accounting
Aon Hewitt September 2013 - Present
Maryland Defense Force July 2013 - Present
R.O. Guzman, MD January 2011 - Present
Layline Risk Management Partners, LLC August 2011 - September 2013
Human Capital Consultants, LLC April 2011 - August 2011
Richard J Princinsky & Associates, Inc. October 2006 - January 2011
Woodbury Financial Services December 2007 - December 2008
RSM McGladrey Employer Services December 2001 - October 2006
Palmer & Cay May 2001 - November 2001
Marsh & McLennan February 1997 - May 2001
Skills
Insurance, Defined Contribution, Program Management, Risk Management..., Employee Benefits, Health Insurance, Disability Insurance, STD, Benefits Administration, Executive Pay, Defined Benefit, Risk Management, Recruiting, Retirement, Strategic Planning, Budgets, Personnel Management, Leadership, Financial Risk, Analysis, Employee Relations, Management, Brokers, Strategic Financial..., Business Planning, HR Consulting, Life Insurance, Underwriting, Health Savings Accounts, Mergers, Strategy, Human Resources, Financial Services, Healthcare, Finance, HR Policies, Managed Care, Claim, HRIS, Payroll, Talent Management, Long-term Care, Workers Compensation, Entrepreneurship, Term Life Insurance, Property & Casualty..., Retirement Planning, Executive Management, Health Care Reform, CRM
Education
University of Richmond 1984 — 1988
BA, Economics, Sociology, Psychology
St. Paul's School 1977 — 1984
Mt. Washington Country School
Citizens Property Insurance Corporation October 2014 - Present
Firefly Legal, Inc. December 2011 - October 2014
Boys & Girls Clubs of Metro Atlanta March 2011 - September 2011
Cohen Milstein Sellers & Toll PLLC July 2007 - December 2010
CapitalSource February 2006 - July 2007
Baker Botts August 2005 - February 2006
CNN November 1999 - June 2005
Palmer & Cay September 1998 - November 1999
The Home Depot July 1998 - September 1998
Carson Products December 1997 - April 1998
Skills
Public Speaking, Civil Rights, Nonprofits, Employment Law, Community Outreach, Outlook, Editing, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Administrative..., Westlaw, Legal Writing, Microsoft Excel, Legal Research, Social Media, Office Management, Lexis, Marketing
Education
University of Phoenix 2014 — 2016
M.Ed., Elementary Education
The University of Georgia 1989 — 1994
A.B., History and Spanish
Herschel V. Jenkins 1985 — 1989
Seacrest Partners March 2006 - Present
Wachovia Insurance Services May 2000 - March 2006
Palmer & Cay 2000 - 2006
PricewaterhouseCoopers 1992 - 2000
Skills
Property & Casualty..., Captives, Underwriting, Insurance, Workers Compensation, Commercial Insurance, Employee Benefits, Healthcare, Professional Liability, Risk Management, Health Insurance, Brokers, Leadership, Reinsurance, Liability
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA/RMI, Risk Management
State Farm Insurance September 2010 - Present
Donald MacMeekin CPCU, ARM February 2010 - September 2010
Crump Insurance January 2008 - February 2010
Wachovia Insurance Services 2001 - 2008
Palmer & Cay 2000 - 2007
AIG 1995 - 2005
Skills
Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Health Insurance, Underwriting
Education
Curry College 1967 — 1971
BS, Economics and Political Science
McGriff, Seibels & Williams August 2011 - Present
Marsh November 2007 - August 2011
Beecher Carlson 2005 - 2007
Marsh 2004 - 2005
Palmer & Cay 2001 - 2004
Chubb Insurance 1998 - 2001
Skills
D&O, Professional Liability, Employment Practices..., Liability, Property & Casualty..., Underwriting, Commercial Insurance, Insurance, Commercial Lines, Captives, Excess, Legal Liability, Reinsurance, Brokers, Claim, Risk Management
Education
University of Georgia - Terry College of Business 1997 — 1998
MBA, Finance
University of Georgia - Terry College of Business 1989 — 1993
BBA, Risk Management
Savannah Country Day 1984 — 1989
Willis October 2008 - Present
Howard County HR Society July 2007 - December 2014
HFMA 2012 - 2012
Maryland Business Group on Health 1988 - 2012
Worldwide Employee Benefits Network 1988 - 2010
HRH July 2007 - October 2008
Wachovia Insurance Services May 2005 - July 2007
Palmer & Cay January 1999 - May 2005
KPMG 1996 - 1998
W F Corroon December 1988 - June 1996
Skills
Strategic Planning, Employee Benefits, Employee Engagement, Benefits, Group Benefits, Employee Relations, Healthcare, ERISA, Risk Management, Management, Human Resources, Health Insurance, Talent Management, Performance Management, Disability Insurance, Sales, Deferred Compensation, Insurance, HR Consulting, Executive Pay, COBRA, Budgets, Benefits Administration, CRM, Consulting, Strategy, FMLA, 401k, Organizational..., Brokers, Life Insurance, Term Life Insurance, Employee Wellness, Long-term Care, Retirement, Succession Planning, HRIS, Onboarding, Underwriting, Training, Managed Care, Leadership Development, Leadership, Health Savings Accounts
Education
Towson University
BS, Marketing/Business Management
Devlin Communications Grupo 2008 - Present
Wachovia Corporation 2006 - 2008
Wachovia Insurance Services, Inc. 2005 - 2006
Palmer & Cay November 1991 - April 2005
Insurance Management Services, Inc. January 1987 - October 1991
Skills
Marketing Strategy, Direct Marketing, Corporate Communications, Public Relations, Marketing, Copywriting, Insurance, Strategic Planning, Employee Benefits, Lead Generation, Entrepreneurship, Risk Management, Health Insurance, Property & Casualty...
Education
Clemson University 1985 — 1986
MBA, Business
University of South Carolina-Columbia 1979 — 1982
Journalism, Advertising Management
Sageview Consulting April 2015 - Present
Nyhart August 2013 - April 2015
Frederick Bass & Company, Inc June 2010 - August 2013
Wachovia 1994 - June 2010
Palmer & Cay February 2002 - May 2005
Skills
Defined Benefit, Pensions, Employee Benefits, Actuarial, Retirement, ERISA, Actuarial Science, Retirement Planning
Education
Penn State University 1981 — 1985
Mathematics
Performance Power Systems November 2008 - Present
AT&T September 2000 - October 2008
Palmer & Cay November 1990 - September 2000
Midway Airlines 1989 - 1990
Skills
Strategic Planning, Advertising, Sales, Marketing, Sales Operations, Coaching, Customer Service, Team Building, Event Planning, Direct Sales
Education
Georgia Southern University 1985 — 1989
Seacrest Partners March 2006 - Present
Wachovia Insurance Services May 2005 - March 2006
Palmer & Cay May 1984 - May 2005
Skills
Brokers, Captives
Education
Drew University 1982 — 1986
BA, Economics
Seacrest Partners, Inc March 2006 - Present
Palmer & Cay January 1983 - March 2006
Skills
Property & Casualty..., Insurance, Workers Compensation, Risk Management, Commercial Lines, Professional Liability, D&O, Commercial Insurance, Liability, Casualty, General Insurance, Life Insurance, Health Savings Accounts, Disability Insurance, Sales, Casualty Insurance
Education
Auburn University 1977 — 1981
BS, Business
Savannah Country Day School 1965 — 1977
Lockton Companies 2003 - Present
Palmer & Cay 1993 - 2003
American Hardware Mutual April 1987 - October 1993
Rock Tenn Company August 1984 - April 1987
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Insurance, Brokers, Liability, Underwriting, General Insurance, Process Improvement, Casualty, Professional Liability, D&O, Legal Liability, Health Savings Accounts, Casualty Insurance, Management, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 1982 — 1984
MBA, Marketing
Georgia Southern University 1976 — 1980
BS, Biology - emphasis in Microbiology
Aon Hewitt January 2008 - Present
Palmer & Cay 1994 - 2008
Skills
Employee Benefits, Program Management, Leadership, Outsourcing, Business Development, Vendor Management, Process Improvement, Strategy, Consulting, Performance Management, Human Resources, Mergers & Acquisitions, Talent Management, Employee Engagement
Education
Georgia State University
BBA, Risk Management, International Business
Wells Fargo Insurance Services USA, Inc. January 2015 - Present
Wells Fargo Insurance Services USA, Inc. 2009 - Present
Wachovia Insurance Services May 2005 - December 2008
Palmer & Cay 1999 - 2005
Skills
Marketing, Internal Communications, Insurance, Marketing Strategy, Employee Benefits, Marketing Communications, Direct Marketing, Strategy, Lead Generation, Microsoft Office, PowerPoint, Customer Service, Event Planning, Newsletters, Microsoft Word, Video Production, Graphic Design, Microsoft Office..., Photoshop, Sales, Strategic Planning, Training, Leadership
Education
University of New Orleans 1992 — 1996
BS, Business
Virginia Commonwealth University
Beazley July 2004 - Present
Palmer & Cay September 2001 - July 2004
Marsh March 1997 - September 2001
Johnson & Higgins June 1975 - March 1997
Skills
Professional Liability, Brokers, Insurance, D&O
Education
Marietta College 1971 — 1975
BA, Business & Economics
Pelham Memorial High school 1967 — 1971
Ahmann-Martin (Ahmann Martin) April 2007 - Present
Palmer & Cay 1999 - 2006
Sedgwick James 1993 - 1999
Skills
Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, Casualty, Underwriting, Workers Compensation, Liability, General Insurance, Legal Liability, Umbrella Insurance, Commercial Lines, D&O
Education
Minnesota State University, Mankato
HUB International Gulf South August 2009 - Present
Mercer Health & Benefits May 2003 - July 2009
Becker & Suffern November 2000 - May 2003
Palmer & Cay May 1995 - November 2000
Skills
Employee Benefits, Employee Relations, HRIS, Benefits Administration, Performance Management, Health Insurance, Deferred Compensation, Insurance, Onboarding, HR Policies, Healthcare, Management, Life Insurance, Talent Acquisition, Recruiting, Term Life Insurance, Human Resources, Disability Insurance
Education
University of New Orleans 1991 — 1995
B.S. Business Administration, Computer Science
University of New Orleans 1991 — 1995
B.S. Management, Human Resources Concentration
Aon December 2014 - Present
Hylant March 2008 - December 2014
Wachovia Insurance Services May 2005 - January 2008
Palmer & Cay May 2003 - May 2005
Marsh March 1997 - May 2003
Johnson & Higgins June 1987 - March 1997
Skills
Professional Liability, Commercial Insurance, Insurance, Casualty, Liability, Workers Compensation, Legal Liability, Brokers, Captives, Risk Financing, Commercial Lines, Reinsurance, Financial Risk, Property & Casualty..., General Insurance, Liability Analysis, Product Liability, Excess, Insurance Brokerage, Risk Management, Umbrella Insurance
Education
Cleveland State University - Cleveland-Marshall College of Law 1991 — 1996
JD
University of Georgia - Terry College of Business 1986 — 1987
MBA, Finance & Risk Management
Bowling Green State University 1982 — 1986
BSBA, Insurance
Euclid High School 1979 — 1982
Gallagher Benefit Services May 2005 - Present
Palmer & Cay September 2003 - May 2005
Marsh November 1992 - September 2003
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Managed Care, Account Management, Underwriting, Brokers, Benefits Administration, COBRA, Strategic Planning, Life Insurance, Health Care Reform, Long-term Care, Risk Management, Employee Wellness..., ERISA, Group Medical, New Business Development, Sales Management, HIPAA, Sales, Property & Casualty..., Training, Human Resources, Medicare, Customer Service, Selling, Retirement, Claim, Employee Relations, Workers Compensation, Healthcare, Management, Incentive Programs, Marketing, Pharmacy Benefit..., Small Business, General Insurance, Professional Liability, Team Building, Disease Management, Commercial Insurance, Health Savings Accounts
Education
Alma College 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and French
Hub International July 2009 - Present
Hub International July 2005 - June 2009
Palmer & Cay June 2003 - July 2005
Marsh 1987 - 1996
Johnson & Higgins 1987 - 1996
Skills
Workers Compensation, Commercial Insurance, Health Insurance, Casualty, Risk Management, Brokers, Strategic Planning, Liability, Sales, Disability Insurance, D&O, Property & Casualty..., Teamwork, New Business Development, Insurance, Employment Practices..., Team-oriented, Professional Liability, Life Insurance, Employee Benefits, Underwriting, Account Management, Claim, Financial Risk, Claims Management, Umbrella Insurance, General Insurance, Commercial Lines, Leadership, Customer Retention, Casualty Insurance
Education
Iowa State University 1975 — 1980
BS
Ascension Insurance, Inc. November 2012 - Present
Willis October 2008 - May 2012
Hilb Rogal & Hobbs May 2005 - October 2008
Palmer & Cay March 2003 - May 2005
Nyhan Consulting Group July 2002 - March 2003
Marsh April 1997 - July 2002
Johnson & Higgins April 1981 - March 1997
Skills
Professional Liability, D&O, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Insurance, Workers Compensation, Captives, Risk Financing, Brokers, Reinsurance, Financial Risk, Legal Liability, Liability, Litigation Management, General Insurance, Risk Management, Claim, Claims Management, Employee Benefits, Management, Employment Practices..., Insurance Brokerage, Health Insurance, Enterprise Risk...
Education
Lewis & Clark Law School 1976 — 1979
JD, Law
University of Colorado at Boulder 1972 — 1975
BA, Psychology
The Choate School
Wells Fargo Insurance Services June 2003 - Present
Palmer & Cay 2003 - 2005
Marsh 1997 - 2003
Johnson & Higgins February 1990 - 1997
Skills
Property & Casualty..., Insurance, Professional Liability, Risk Management, Underwriting, Commercial Insurance, Brokers, General Insurance, Casualty, Workers Compensation, Liability, Casualty Insurance, Umbrella Insurance, Financial Risk
Education
University of Iowa 1985 — 1988
Business, Finance
BB&T Insurance Services-Carswell Agency June 2004 - Present
Palmer & Cay 1998 - 2002
Aetna Health Plans of Georgia 1992 - 1998
Billian Publishing 1990 - 1992
Education
Kennesaw State University 1981 — 1982
Business Administration
Palmer & Cay of Texas LLC June 2015 - Present
Wells Fargo April 2005 - June 2015
Palmer & Cay April 1998 - May 2005
Chubb July 1982 - April 1998
Skills
Underwriting, Risk Management, Property & Casualty..., Insurance, Employee Benefits, Commercial Insurance, Liability, New Business Development, Management, Workers Compensation, Life Insurance, Brokers, Casualty, Disability Insurance, Professional Liability, Casualty Insurance
Education
Colorado College 1978 — 1982
BA, Business
Highland Park High School Dallas, TX 1974 — 1978
BB&T Insurance Services Inc. 2001 - Present
BB&T Insurance Services Inc. April 2011 - Present
Palmer & Cay April 1989 - August 2000
Alexander & Alexander 1980 - 1989
Skills
Risk Management, D&O, Professional Liability, Property & Casualty..., Workers Compensation, Enterprise Risk..., Captives, Collateral Analysis, Sales Leadership..., Producer Development, Workshop Facilitation, Experienced Speaker, Brokers
Education
Indiana University - Kelley School of Business 1971 — 1975
BS, Business Administration
Arthur J. Gallagher & Co. May 2005 - Present
Palmer & Cay September 2003 - May 2005
AvMed Health Plans May 1999 - September 2003
FHS Life & Health (Healthnet Life) May 1996 - May 1999
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Disability Insurance, Brokers, Insurance, Underwriting, Benefits Administration, Managed Care, Health Policy, Term Life Insurance, Healthcare, Health Care Reform, Brazilian Jiu-Jitsu, COBRA, Life Insurance
Education
University of North Florida 2000 — 2003
MBA, Business
Colorado State University-Pueblo 1992 — 1996
BA, Political Science
Wells Fargo Insurance Services January 1999 - Present
Palmer & Cay 1999 - 2005
KPMG Peat Marwick May 1997 - December 1998
Buck Consultants March 1996 - May 1997
Prudential Insurance September 1987 - March 1996
Skills
Employee Benefits
Education
University of Delaware 1982 — 1987
BS, Accounting
Upper Dublin High School, Ft. Washington, PA
Marsh September 2008 - Present
Wachovia Insurance Services June 2006 - September 2008
Palmer & Cay January 2003 - June 2006
Education
University of North Carolina at Charlotte
BSBA Finance, Finance and Insurance
BB&T Insurance Services December 2001 - Present
Florida Association of Health Underwriters 1990 - 2013
Palmer & Cay 1987 - 2002
American General Life Insurance January 1980 - January 1984
Skills
Employee Benefits, Term Life Insurance, Whole Life, Retirement Plans, Wellness Programs, Disability Insurance, insurance regulations, Audits of Employee..., Employee Handbooks, employee benefits..., Insurance Law, Professional Liability, Employee Wellness, Benefits Administration, Flexible Spending..., General Insurance, Underwriting, Life Insurance, Brokers, Sales, Accident, Insurance, Health Savings Accounts, Retirement Planning, Health Insurance, COBRA, Licensed Life & Health..., Medicare, Managed Care, Long-term Care, Leadership
Education
The American College 1987 — 1990
HIA, Employee Benefits Insurance
Phillips College 1977 — 1978
Legal Assistant
Southern Adventist University 1977 — 1977
Georgia Cumberland Academy 1973 — 1977
High School Diploma
Beecher Carlson October 2015 - Present
Applied Risk Solutions February 2015 - September 2015
Lockton Companies 2003 - 2015
American Industrial Hygiene Association (AIHA) 1995 - 2015
American Industrial Hygiene Association (AIHA) 1995 - 2015
Palmer & Cay 2001 - 2003
Geiger International 2000 - 2001
Photocircuits Corporation 1995 - 2000
West Virginia University 1994 - 1995
West Virginia University 1994 - 1995
Skills
Property & Casualty..., Workers Compensation, Risk Management, Commercial Insurance, Risk Assessment, Insurance, Professional Liability, Analysis, Brokers, Claim Investigation, Industrial Safety, Industrial Hygiene, Liability, Claims Management, Claim, Enterprise Risk..., Casualty, Reinsurance, D&O, Excess, Commercial Lines, General Insurance, Safety Management..., MS Excel Pivot Tables, Accident Investigation, Lean Manufacturing, Indoor Air Quality, air sampling, chemical ha, Casualty Insurance, Safety Culture, Organizational..., Safety Training Programs, Loss Prevention, Leadership, Occupational Health
Education
West Virginia University 1994 — 1995
MS, Occupational Hygiene and Safety Engineering
University of Pittsburgh 1980 — 1984
BS, Biology
Mt. Lebanon High school 1976 — 1980
High School
The Hanover Insurance Group July 2013 - May 2015
The Hartford January 2010 - June 2013
The Hartford January 2006 - January 2010
Palmer & Cay May 2005 - July 2005
Skills
Property & Casualty..., Marketing, Commercial Lines, Underwriting, Commercial Insurance, Insurance, Sales, Risk Management, New Business Development, Casualty, Legal Liability, Liability, Management, Small Business, Workers Compensation, Casualty Insurance, General Insurance
Education
Texas Tech University 2001 — 2005
Bachelor of Arts, Public Relations
Hub International June 2008 - Present
Alan Gray, Inc. June 2006 - June 2008
Palmer & Cay August 2003 - August 2005
PG&E National Energy Group April 2001 - June 2003
Marsh October 1990 - March 2001
Skills
Insurance, Claim, Commercial Real Estate, Casualty, Property & Casualty..., Commercial Insurance, Liability, Workers Compensation, Legal Liability, Professional Liability, Claims Management, Commercial Lines, D, Brokers, Employment Practices...
Education
College of the Holy Cross 1984 — 1987
BA, Economics
Early, Cassidy & Schilling February 2014 - Present
Palmer & Cay 2004 - 2007
Palmer & Cay 2004 - 2007
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Customer Service, Legal Liability, Commercial Lines, Casualty, General Insurance, Brokers, Risk Management
Education
University of Houston 1994 — 1996
Business Administration and Management, General
Assured Neace Lukens December 2005 - Present
Palmer & Cay 2003 - 2005
Marsh 1994 - 2003
Skills
Brokers, Employee Benefits, Underwriting, Life Insurance, Insurance, Marketing, Health Insurance, Workers Compensation, Strategic Planning, Commercial Insurance, Property & Casualty..., Disability Insurance, Health Savings Accounts, Benefits Administration
Education
Athenaeum of Ohio 1985 — 1988
MA, Religious Studies
Xavier University, Cincinnati OH 1976 — 1980
AB, Theolory
MaximGroup November 2014 - Present
Higginbotham (formerly Chapman Schewe Consulting) November 2012 - November 2014
Alliant Insurance Services September 2005 - November 2012
Palmer & Cay January 2003 - April 2004
Marsh October 2001 - January 2003
NATCO Group February 1999 - October 2001
Sysco July 1997 - February 1999
Torch Energy Advisors March 1990 - July 1997
Skills
Employee Benefits, Benefits Administration, Benefits Design, Group Benefits, Health Insurance, Training & Development, Wellness, Welfare Plans, Strategic Consulting, Lean Six Sigma Yellow..., Brokers, Healthcare, Employee Training, Six Sigma, Insurance, Health Savings Accounts, Welfare, Disability Insurance, COBRA, Life Insurance, Underwriting, Self-funded, Workers Compensation, Property & Casualty..., Flexible Spending..., Term Life Insurance, Health Care Reform, Group Insurance, Long-term Care, 401k, Medicare, Open Enrollment, Commercial Insurance, Group Medical, Accident, Claim, Critical Illness, Insurance Brokerage, Professional Liability, Employment Practices..., PPO, Casualty, Umbrella Insurance, General Insurance, Legal Liability, Commercial Lines, Dentistry, Claims Management, Liability, Reinsurance
Education
Our Lady of the Lake University 2015 — 2017
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 4.0
University of Houston 1993 — 1996
Bachelor’s Degree, Training and Development - Major Industrial Supervision - Minor
Houston Community College 1990 — 1992
Associate of Applied Science, Human Resources Management and Services
The High School for Performing And Visual Arts
HS Diploma, Vocal Music
retired to the country life September 2014 - Present
Blanchard & Calhoun Ins May 2005 - September 2014
Palmer & Cay January 1994 - May 2005
Palomar Insurance January 1983 - January 1994
Skills
Marketing, Commercial Insurance, Workers Compensation, Inland Marine, Liability, Microsoft Excel, Property & Casualty..., General Insurance, Legal Liability, Disability Insurance, Underwriting, Casualty, Brokers, Claim, Social Media, Health Insurance, Umbrella Insurance, Professional Liability, Commercial Lines, Risk Management, Insurance, D&O, Employment Practices..., Excess
Education
Georgia State University
Hewitt EnnisKnupp February 2007 - Present
Hewitt EnnisKnupp February 2007 - January 2012
Palmer & Cay January 1997 - March 2003
Skills
Retirement, Investment Strategies, Employee Benefits, 401k, Investments, Defined Benefit, Alternative Investments, Mutual Funds, Retirement Planning, Asset Management, Strategic Financial..., Pensions, Fixed Annuities
Education
The American College 1990 — 1994
Chartered Financial Consultant, Finance, Tax and Investments
Randolph-Macon College 1982 — 1986
BA, Psychology
Thomas J. Sheehan Insurance, Inc January 2008 - Present
Ironwood Insurance Services, LLC April 2008 - Present
Wachovia Insurance Services May 2005 - December 2007
Palmer & Cay October 2003 - May 2005
Chubb Insurance February 2000 - October 2003
Skills
Account Management, Business Development, Commercial Insurance, Customer Service, Event Planning, Insurance, Leadership, Legal Liability, Management, Marketing, Microsoft Office
Education
The University of Georgia 1995 — 1999
BS, Housing
Benedictine Military School 1991 — 1995
HS Diploma
Kaiser Permanente February 2012 - September 2013
The McCart Group January 2011 - February 2012
The McCart Group September 2010 - February 2012
Killer Creek Harley Davidson April 2008 - August 2010
Antlers Home Furnishings, LLC August 2004 - March 2008
Wachovia Insurance Services September 1996 - August 2004
Palmer & Cay August 1987 - May 1992
CIGNA Group Insurance March 1981 - August 1987
Skills
Employee Benefits, Risk Management, Insurance, Leadership, Account Management, Training, CRM, Management, Strategic Planning, Disability Insurance, Human Resources, Analysis, Budgets, Negotiation, Sales, Marketing
Education
University of Pennsylvania - The Wharton School 1996 — 1999
CEBS, Certified Employee Benefits Specialist
Georgia State University 1981 — 1983
N/A, Business Administration
Southern Montessori Academy March 2004 - Present
Southern Montessori Academy LLC March 2004 - Present
Palmer & Cay 1982 - 1989
Skills
Nonprofits, Editing, Teaching, Strategic Planning, Customer Service, Social Media, Public Speaking, Event Management, Community Outreach, Team Building, Curriculum Development, PowerPoint, Public Relations, Fundraising, Organizational..., Microsoft Office, Event Planning, Research, Grant Writing, Leadership, Microsoft Excel, Budgets, Curriculum Design, Educational Leadership, Photography, Higher Education, Account Management, Spanish, Adult Education, Instructional Design, Program Development, Microsoft Word, Staff Development, Sales, Social Media Marketing, Leadership Development, Marketing Communications, Coaching, Marketing Strategy, Negotiation, Training, Online Advertising, Social Networking, Emergent Curriculum, Volunteer Management
Education
Savannah Technical College
Associate's degree, Early Childhood Education and Teaching
Emerson January 2006 - Present
Palmer & Cay May 2003 - December 2005
Education
Maryville University of Saint Louis 2000 — 2004
Bachelor's degree, Actuarial Science
Habitat for Humanity of Trenton January 2012 - Present
HHRHabitat for Humanity March 2003 - November 2011
Palmer & Cay December 1993 - November 2002
Skills
Fundraising, Volunteer Management, Board Development, Grant Writing, Community Outreach, Fundraisers, Grants, Annual Giving, Stewardship, Philanthropy, Nonprofits, Public Relations, Planned Giving, Program Development, Community Development, Public Speaking, Capital Campaigns, Prospect Research, Leadership Development, Event Planning
Education
Illinois Wesleyan University 1966 — 1970
Bachelor of Music Education, Music Education
Wells Fargo Insurance Services 2003 - Present
Palmer & Cay March 2003 - March 2006
Willis January 1988 - March 2003
Skills
Property & Casualty..., Insurance, Commercial Insurance, Risk Management, Account Management, Strategic Planning, Management, Customer Service, Marketing
Education
Delaware County Community College 1975 — 1977
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bloomsburg University of Pennsylvania
Palmer & Cay October 2012 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Photoshop
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Insurance and Economic Security