The ABD Team
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The ABD Team Employees
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2007 - 2012
abd Insurance and Financial Services 2000 - 2007
Humana 1999 - 2000
CIGNA 1995 - 1998
CIGNA 1992 - 1995
CIGNA 1990 - 1992
Equicor 1989 - 1990
The Equitable 1985 - 1988
The Equitable 1982 - 1985
Skills
Employee Benefits, Health Insurance, Insurance, Executive Management, Health Savings Accounts, National Accounts, Disability Insurance, Brokers, Life Insurance, Sales, Account Management, Benefits Administration, Leadership, Strategic Planning, Underwriting
Education
Gettysburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
The ABD Team July 2012 - Present
Education
University of California, Berkeley 1989 — 1993
The ABD Team July 2012 - Present
JLV Insurance Services April 1998 - July 2012
Kathy's Day Care June 1984 - April 1998
Bowen, Mason & Esplund Insurance Services September 1977 - May 1984
Skills
Liability, D&O, Insurance, Professional Liability, Fiduciary Liability, Workers Compensation, Commercial Insurance, Property & Casualty..., Employee Benefits, Umbrella, Commercial Lines, General Insurance, Inland Marine, Home, General Liability, Casualty, Small Business, Customer Service, Account Management, Microsoft Office, Word, Automobile, Construction, Contractors, Manufacturing, Surety Bonds, Employment Practices..., Excess, Notary Public, Legal Liability, Underwriting, Umbrella Insurance, Health Savings Accounts, Claim, Disability Insurance, Claims Resolution, Life Insurance, Liability Analysis, Health Insurance, Claims Management, Casualty Insurance
Education
Cañada College 1994 — 1996
Business
Aragon High School 1971 — 1975
Business/Commerce, General
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
ABD Insurance and Financial Services October 2002 - 2008
Skills
Property & Casualty..., Commercial Insurance, Insurance, Liability, Workers Compensation, Brokers, Professional Liability, Casualty, General Insurance, Risk Management, Commercial Lines, Claim, Legal Liability
Education
Notre Dame de Namur University 2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Summa Cum Laude
Kaiser Permanente June 2015 - Present
UCLA Center for Health Policy Research October 2014 - June 2015
The ABD Team January 2014 - September 2014
AFIS Benefits & Insurance Services July 2013 - December 2013
UC Berkeley February 2013 - May 2013
Coaching Corps September 2012 - December 2012
Mark Chow Financial Services May 2011 - August 2012
Sather Health September 2011 - December 2011
Niroga Institute January 2011 - May 2011
Skills
Microsoft Office, Photoshop, Candid Color Systems..., Database Research, Social Networking, Public Speaking, Organization, Facebook, Event Planning, Research, PowerPoint, Fundraising, Communications, Presentations, Stata, JSTOR, Office Administration, Access
Education
University of California, Los Angeles - Fielding School of Public Health 2014 — 2016
Master of Public Health (MPH), Health Policy & Management
University of California, Berkeley 2009 — 2013
B.A, Public Health, 3.631
The ABD Team September 2014 - Present
Trucker Huss September 2009 - September 2014
Trucker Huss May 2008 - August 2008
U.S. Department of Labor May 2007 - August 2007
Skills
ERISA, Employee Benefits, Health Plans, Welfare Plans, Appeals, COBRA, Litigation, Welfare, Legal Research, Severance, Health Policy, Class Actions, Defined Benefit, Health Care Reform, Analysis, Executive Pay, Employment Law
Education
University of San Francisco School of Law 2006 — 2009
Juris Doctor (J.D.), cum laude
University of California, Berkeley 2002 — 2006
Bachelor’s Degree, History and Rhetoric, w/ honors in history, distinction in general scholarship, and dean's honor list
The ABD Team August 2014 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services Investment Advisors, Inc. January 2009 - July 2012
abd August 2008 - January 2009
The Standard May 2000 - August 2008
OneAmerica November 1999 - May 2000
Skills
Financial Planners, Investments, 401k, Mutual Funds, Valuation, Employee Benefits, Retirement, Brokers, Retirement Planning
Education
Indiana University Bloomington 1991 — 1996
B.S., Mathematics
The ABD Team April 2015 - Present
Willis April 2008 - April 2015
Wells Fargo November 2000 - March 2008
Aon Risk Services February 1989 - October 2000
Skills
Surety, Management, Insurance, Underwriting, Risk Management, Negotiation, CRM, Property & Casualty..., Commercial Insurance, Strategy, Brokers, Account Management, Health Insurance, Workers Compensation
Education
San Jose State University
The ABD Team July 2013 - Present
Starbucks September 2010 - July 2013
The Home Depot June 2004 - May 2008
Skills
Customer Service, Salesforce Administrator, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Outlook, Customer Satisfaction, Team Leadership, Sales, Management, Team Building, Inventory Management
Education
Cal State Hayward 2001 — 2004
Computer Science
Bellarmine College Preparatory 1997 — 2001
High School Diploma
The ABD Team August 2012 - Present
Wells Fargo Insurance Services October 2007 - August 2012
abd Insurance & Financial Services 1994 - 2007
Skills
Strategic Planning, E&O, Customer Retention, Contract Negotiation, Fiduciary, New Business Development, Risk Management, Underwriting, Workers Compensation, Casualty Insurance, General Insurance
Education
Golden Gate University
BA, Business Administration
Bright Spot Education February 2014 - Present
Chelsey Hart Publishing September 2011 - Present
The ABD Team September 2013 - February 2014
Triphasic Industries July 2011 - September 2013
Libraries, Media, & Textbooks Department at SFUSD 2006 - 2011
San Francisco Unified School District 2001 - 2006
Skills
Research, Relational Databases, Information Management, Program Development, Curriculum Design, Literacy, Educational Technology, Information Literacy, Library Instruction, E-Learning, Library Systems, Library, Curriculum Development, Classroom, Virtual Reference, Electronic Resources, Instructional Technology, Literature, Library Management, Teaching, Collection Development, Library Reference, Web 2.0, Library Research, Cataloging, Digital Libraries, Community Outreach, Archives, Special Collections, Library 2.0, Digitization, Editing, Library Science, Indexing, Metadata, Academic Libraries, Instructional Design, Taxonomy, History, LibGuides, Content Management, Online Research, Knowledge Management, Distance Learning, Digital Preservation, Metadata Standards, Grant Writing, Information Retrieval, Databases, FileMaker
Education
San Jose State University 2007 — 2010
Masters in Library and Information Science, Information Science/Studies
San Francisco State University 2002 — 2004
Teaching Credential, Multiple Subjects, English as a Second Language
The University of Texas at Austin 1995 — 1999
Bachelor of Arts, History and Anthropology, Cum Laude
The ABD Team March 2014 - Present
Morgan Stanley Wealth Management December 2012 - March 2014
Transamerica March 2011 - November 2012
401 Plans 2010 - 2011
Davie Brown Entertainment 2010 - 2010
Nordstrom 2007 - 2009
Google 2002 - 2006
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
Bachelor, Marketing, Operations & Information Management
Palo Alto High School 2002 — 2006
The ABD Team August 2014 - Present
The ABD Team August 2013 - August 2014
Skills
Insurance, Risk Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Social Media, Event Planning, Customer Service, Leadership, Property & Casualty..., Brokers, Sales, Commercial Insurance, Investments
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (BS), Management Science
Strategy&, part of the PwC network June 2015 - August 2015
The ABD Team July 2014 - December 2014
DSM June 2014 - July 2014
Chicago Title June 2013 - August 2013
Vector Marketing June 2012 - August 2012
Hollister Co. June 2011 - August 2012
Navman Wireless June 2011 - August 2011
Skills
Marketing, Economics, Fashion, Public Speaking, Microsoft Word, PowerPoint, Marketing Research, Consulting, Global Benefits, Retail, Sales, Insurance, Management, Customer Service, Photoshop, InDesign, Microsoft Office, Social Media, HTML, Communication, Leadership, Teaching
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Marketing, Management, and Operations and Information Management
Lake Forest Academy 2008 — 2012
The ABD Team January 2014 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services January 2008 - July 2012
Ross Stores January 1995 - August 1997
Skills
Cold Calling, Commercial Insurance, Employee Benefits, Property & Casualty..., Insurance, Health Insurance, Disability Insurance, Sales, Workers Compensation, Underwriting, Brokers, Marketing Strategy, New Business Development, Benefits Administration, Salesforce.com, Contract Negotiation, Health Savings Accounts, Healthcare, Customer Retention, Customer Service, Account Management
Education
University of San Francisco
Bachelor of Science, Business Administration, Management and Operations
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance and Financial Services 2004 - 2007
Woodruff-Sawyer & Co 1997 - 2003
Aon Risk Services 1996 - 1997
Woodruff-Sawyer & Co 1987 - 1996
Edward Jacobs & Company 1984 - 1987
Deans & Homer 1978 - 1984
Skills
Property & Casualty..., Insurance, Risk Management, Account Management, Underwriting, Marketing, Brokers, Contract Negotiation, Negotiation, Commercial Lines
Education
Golden Gate University 1987 — 1989
Risk Management & Insurance
University of San Francisco 1975 — 1979
Bachelor of Science (BS), Biology
Mc Lane High School 1972 — 1975
The ABD Team January 2014 - Present
Wells Fargo Insurance Services May 2012 - December 2013
Wells Fargo Insurance Services July 2007 - May 2012
Skills
Customer Service, Insurance, Retail, Editing, Casualty, D, Commercial Insurance, Liability, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Professional Liability, Property, Sales, Underwriting
Education
UC Davis 2005 — 2007
Bachelor of Arts, Literature
Raoul Wallenberg
The ABD Team September 2012 - Present
Skills
Leadership, Insurance, Casualty, Liability, Marketing, Risk Management, Umbrella Insurance
Education
University of Nevada-Reno 1991 — 1995
Bachelor of Arts (B.A.), Business/Corporate Communications
Universidad de Costa Rica 1995 — 1995
Spanish and Iberian Studies
University of San Sebastian, Spain 1993 — 1993
Spanish and Iberian Studies
The ABD Team July 2012 - Present
Wells Fargo Insurance Services March 2008 - July 2012
MacCorkle Insurance Service July 1997 - February 2008
Mutual of New York February 1995 - June 1997
Skills
Employment Practices..., Property & Casualty..., Brokers, Professional Liability, Umbrella Insurance, Commercial Lines, Insurance, Underwriting, Customer Service, Small Business, Workers Compensation, D&O, General Insurance, Commercial Insurance, Term Life Insurance, Liability, Fixed Annuities, Health Insurance
Education
Ming Chuan University
BA, Business
The ABD Team July 2012 - Present
Advanced Professionals October 2000 - July 2012
iReady May 2000 - October 2000
PocketScience February 2000 - May 2000
Leasing Solutions 1996 - 2000
Skills
Disability Insurance, Management, Medicare, Small Business, Employee Benefits, Team Leadership, Insurance, Customer Service, Commercial Insurance, Underwriting, Contract Negotiation, Individual Health..., Benefits Administration, Long Term Care Insurance, Middle Market, Health Insurance, Account Management, Brokers, Claim, Sales, Human Resources, Commercial Account...
Education
San Jose State University 1993 — 1995
B.S., Business- Marketing
West Valley College 1990 — 1993
Associate's degree, Business
The ABD Team June 2014 - Present
BackOps July 2013 - June 2014
Tall Green Tree Inc. March 2013 - June 2013
Northwestern University Sailing Center June 2012 - October 2012
Torch Lake Yacht and Country Club June 2011 - September 2011
Skills
Sailing, Economics, Squash, Tennis, Competitive Analysis, Product Development, New Business Development, Product Research, Marketing Strategy, Violin, Solo Performance, Italian, Lifeguarding, Windsurfing, Nature Education, Customer Service, Entrepreneurship..., Water Safety, Customer Engagement, Pitch Development, Juggling, Product Marketing, Market Research, Start-ups, Photography, MS-DOS, Public Speaking, Aircraft Interiors, Microsoft Office, Snowmobile, Herpetology, Corporate Social..., Linux Kernel, Entrepreneurship, Analytics, Management, CRM, Social Media, Helicopters, Fire Breathing, British Sign Language, Data Analysis, Underwater Acoustics, Fiddler
Education
Northwestern University 2009 — 2013
Bachelor of Science (BS), Economics
Università degli Studi di Firenze 2012 — 2012
Traverse City Central High School 2006 — 2009
Diploma
The ABD Team July 2012 - Present
Wells Fargo Insurance Services March 2005 - July 2012
Reinholdt Insurance Agency October 1999 - March 2005
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Risk Management, Employment Practices..., Professional Liability, Liability, Brokers, Account Management, Underwriting, Claim, Workers Compensation
Education
San Francisco State University 1999 — 2004
BA, Political Science
City College of San Francisco 1998 — 1999
Brooklyn Technical High School 1994 — 1998
Computer Science
The ABD Team July 2012 - Present
Insurance Leadership Network, Inc. August 2011 - July 2012
JLV Insurance Services, Inc. December 1982 - July 2011
US Navy August 1970 - March 1972
Skills
Professional Liability, D&O, Small Business, Employee Benefits, Commercial Insurance, General Liability, Property & Casualty..., Workers Compensation, Construction, Strategic Planning, Claims, Employment Practices..., Umbrella, Team Building, Start-ups, Fiduciary Liability, Problem Solving, Product Development, Investment Properties, Surety Bonds, Insurance, Legal Liability, Brokers, Risk Management, Liability, Casualty, Commercial Lines, General Insurance, Life Insurance, Excess, Underwriting, Captives, Health Savings Accounts, Health Insurance, Term Life Insurance, Insurance Brokerage, Accident, Liability Analysis, Reinsurance, 401k, Product Liability, Retirement, Long-term Care, Investments, Fixed Annuities, Claims Management, Directors & Officers..., Errors & Omissions, CPCU, Inland Marine
Education
Cañada College 1969 — 1970
The ABD Team May 2015 - Present
The ABD Team September 2014 - May 2015
Hays Companies July 2013 - February 2014
AEIS March 2012 - July 2013
Keystone Brokerage & Consulting July 2004 - January 2012
Mortgage Management Systems October 2003 - April 2004
D and J Associates, Inc. April 2002 - September 2003
Skills
Employee Benefits, Health Insurance, Insurance, Payroll, Health Savings Accounts, Brokers, Term Life Insurance, Life Insurance, Underwriting, Disability Insurance, Retirement Planning, Web Design, Painting, Interior Design, Personal Financial..., Legal Liability, Workers Compensation, Professional Liability
Education
San Jose State University 1999 — 2001
Bachelor of Arts
City College of San Francisco 1996 — 1999
Associate of Arts Degree
The ABD Team January 2014 - Present
The ABD Team July 2012 - December 2013
Wells Fargo Insurance Services June 2011 - July 2012
Wells Fargo Insurance Services March 2008 - May 2011
United Healthcare September 2005 - March 2008
Liberty Mutual Insurance January 2005 - September 2005
Skills
Coaching, Insurance, Employee Benefits, Underwriting, Health Insurance, Life Insurance, Health Savings Accounts, Account Management, Customer Retention, Disability Insurance, Claim, Benefits Administration, Workers Compensation, Customer Service, Brokers, Commercial Insurance
Education
San Francisco State University 1998 — 2001
BA
The ABD Team August 2012 - Present
Advanced Professionals Insurance & Benefit Solutions 2006 - Present
Skills
Employee Benefits, Insurance, Health Insurance, Commercial Insurance, Workers Compensation, Benefits Administration, Brokers, Property & Casualty..., Underwriting, Disability Insurance, Claim, Health Savings Accounts, Life Insurance, General Insurance, Liability, Professional Liability, Customer Service, COBRA, Employment Practices...
Education
San Jose State University 2002 — 2005
Criminal Justice
The ABD Team 2012 - Present
Skills
Insurance, Liability, Property & Casualty..., Commercial Insurance, Workers Compensation, Employment Practices..., D&O, Underwriting, Brokers, Professional Liability, General Insurance, Health Insurance, Disability Insurance, Legal Liability, New Business Development, Mergers & Acquisitions, Risk Management, Employee Benefits, Reinsurance, Casualty, Life Insurance
Education
University of California, Los Angeles 1984 — 1989
Sociology
Lawrence High School
The ABD Team August 2015 - Present
The ABD Team February 2015 - August 2015
Procter & Gamble September 2010 - February 2015
Fifth Third Processing Solutions June 2010 - August 2010
Over-The-Rhine Chamber of Commerce January 2010 - May 2010
Procter & Gamble August 2008 - January 2010
Skills
PowerPoint, SAP, Microsoft Office, Problem Solving, Marketing Communications, Nielsen, Customer Service, Marketing, Email Marketing, Recruiting, Human Resources, Relationship Management, Building Relationships, Social Networking, Management, Strategy, Training, Leadership, Event Planning, Interviews, Sales
Education
Northern Kentucky University 2005 — 2010
BA, Public Relations
The ABD Team June 2013 - Present
MetLife June 2009 - May 2013
American Express May 2008 - August 2008
Skills
Account Management, Business Analysis, Product Marketing, Talent Development, Disability Insurance, Partner Relationship..., Strategy, New Business Development, Product Management, Digital Marketing, Sales, Business Development, Training, Analytics, Program Management, Employee Benefits, Lead Generation, Strategic Planning, Partner Management, Talent Management, Team Leadership, Business Strategy
Education
Spelman College 2005 — 2009
BA, English
The ABD Team August 2015 - Present
The Hartford June 2012 - July 2015
Liberty International Underwriters June 2011 - September 2011
Gilardi CO, LLC June 2009 - September 2010
Skills
Underwriting, Sales, Property, Account Management, Coaching, CRM, Microsoft Office, Property & Casualty..., Social Media Marketing, Leadership, Claim, Microsoft Excel, PowerPoint, Customer Service, Property, Commercial Insurance, Workers Compensation, Insurance, Professional Liability, Social Networking, General Insurance, Management, Liability, Football, Investments, Financial Modeling, Negotiation, Due Diligence
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science, Finance & Appraisal
Junipero Serra High School 2004 — 2008
The ABD Team May 2015 - Present
Genentech June 2013 - March 2015
Sutter Place Dental Group August 2011 - May 2013
Reach for Wellness (Fulton Co. Dept. of Health) August 2010 - June 2011
Georgia Institute of Technology May 2010 - July 2010
Rite Aid Pharmacy July 2009 - June 2010
Skills
Research, Data Analysis, Community Outreach, Customer Service, Public Speaking, Medical Terminology, Healthcare, Science, Microsoft Office, Chemistry, Lifesciences, Critical Thinking, CPR Certified, Scientific Writing, Scientific Analysis, Aseptic Technique, Event Planning
Education
Spelman College 2006 — 2010
BS, Chemistry
The Bar Method March 2015 - Present
The ABD Team April 2014 - Present
Lockton Companies August 2012 - March 2014
Willis January 2008 - August 2012
Urban Escapes June 2010 - September 2010
Aon June 2007 - August 2007
Deutsche Bank June 2006 - August 2006
Skills
Fiduciary, Professional Liability, Liability, Employment Practices..., Insurance, Directors & Officers..., Mergers & Acquisitions, Portfolio Management, D&O, Brokers, Underwriting, Commercial Insurance, Property & Casualty..., Financial Services, Casualty, Legal Liability, General Insurance, Casualty Insurance
Education
The University of Connecticut School of Business 2003 — 2007
B.S., Marketing/Finance
Universitat d'Alacant 2005 — 2006
Spanish Language and Literature
Darien High School 1999 — 2003
St. Aloysius 1996 — 1999
The ABD Team June 2015 - Present
Wells Fargo Insurance Services August 2009 - June 2015
Thurgood Marshall High School February 2004 - June 2008
Year Up 2008 - 2008
Skills
Process Improvement, Customer Service, Windows 7, Banking, Troubleshooting, Microsoft Office, Access, Outlook, Call Centers, Computer Hardware, XP, Microsoft Excel, OS X, PowerPoint, Windows, Vendor Management, Windows XP, Leadership, Microsoft Word, Public Speaking
Education
City College of San Francisco 2008 — 2012
Technology support, Computer Science
The ABD Team January 2014 - Present
American Cancer Society September 2012 - January 2014
Relay For Life of Almaden September 2011 - May 2012
COURTNEY AGENCY January 2004 - March 2012
Skills
Customer Relations, Team Building, Microsoft Office, Customer Service, Fundraising, Event Planning, New Business Development
Education
Liberty University
Bachelor of Science, Computer Management Information Systems
Liberty University
Business Development
University of California, Irvine
Biological Sciences
Woodrow Wilson High School Long Beach
The ABD Team August 2015 - Present
The ABD Team January 2014 - August 2015
Mourer Foster Inc. December 2011 - November 2013
Michigan State University August 2010 - December 2010
Travelers Club April 2008 - March 2009
Michigan State University September 2003 - November 2005
Skills
Experimental Design, Academic Writing, Qualitative Research, Literature Reviews, Statistics, Research, Student Leadership, Survey Design, Research Design, Applied Research, Sales, TAM, P&C Insurance, Digital Marketing, SPSS, Customer Service
Education
Michigan State University 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
The ABD Team January 2015 - Present
Kaiser Permanente May 2013 - December 2014
Hyatt Hotels Corporation March 2008 - April 2013
Centoni Real Estate Professionals June 2007 - October 2007
Skills
Event Planning, Salesforce.com, POS, Project Management, Microsoft Word, Oracle, Opera, Microsoft Excel, Quantitative Analysis, Hospitality, Business Travel, Events Coordination, Account Management, Sales, System Administration, Administrative...
Education
San Jose State University 2006 — 2010
Bachelor of Science, Business Administration, Concentration in Management
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance & Financial Services, Inc August 1994 - October 2007
Willis, San Francisco 1987 - August 1994
Johnson & Higgins 1984 - 1987
Clifton & Company/Alexander & Alexander 1978 - 1984
Skills
Insurance, Property & Casualty..., Risk Management, Professional Liability, Employment Practices..., Casualty, Surety Bonds, D&O, Commercial Insurance, Financial Risk, Cyber Risk, Brokers, Casualty Insurance
Education
Saint Mary's College of California 1976 — 1977
B.S., Business, Economics
American Institute for Property and Liability Underwriters, Inc. 1980 — 1990
Chartered Property Casualty Underwriter (CPCU) and Advanced Risk Management (ARM) Designations
The College of Insurance, New York, NY 1977 — 1978
Diploma in Risk and Insurance
Regis High School, Denver, CO 1973 — 1977
The ABD Team July 2012 - Present
Vice President, Wells Fargo Insurance Services October 2007 - July 2012
ABD Insurance and Financial Services April 1995 - October 2007
Bayside Insurance Marketing, Inc September 1989 - April 1995
Jim Calloway and Associates 1987 - 1989
Borelli Insurance Agency April 1979 - September 1986
Skills
Have consulted in..., Broad knowledge of..., Employee Benefit Plan..., Employee Benefits, Leadership, Insurance, Property & Casualty..., Management, Brokers, Disability Insurance, Health Insurance, Workers Compensation, Strategy, CRM, Human Resources, Start-ups, Professional Liability, Employment Practices..., Life Insurance, Program Management, Underwriting
Education
Arizona State University 1976 — 1977
Graphic Art
College of San Mateo 1974 — 1975
The ABD Team July 2012 - Present
Wells Fargo Insurance Services July 2007 - July 2012
Wells Fargo Insurance Services (formerly abd Insurance and Financial Services) February 2006 - June 2007
Tri-City Brokerage 2003 - 2004
abd Insurance and Financial Services 2000 - 2003
Skills
Clinical Trials, Lifesciences, Product Liability, Professional Liability, Medical Devices, Property & Casualty..., Insurance, Pharmaceuticals, Liability, Biotechnology, Contract Negotiation, Legal Liability, Contract Review, Casualty, Start-ups, Contract Management, Commercial Insurance, Brokers, Contract Research..., Nutraceuticals, Strategy, Risk Management, Casualty Insurance
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Consumer & Family Studies
The ABD Team June 2015 - Present
Self Employeed January 2005 - Present
Two Bee's Catering May 2007 - Present
Razzberry Lips April 2010 - June 2015
Tova Day Spa April 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Data Entry, ArcGIS, PastPerfect, Operations Management, Event Management
Education
San Jose State University 2010 — 2014
Bachelor's degree, Anthropology
The ABD Team March 2014 - Present
Making Waves Education Program September 2013 - March 2014
Starbucks August 2013 - March 2014
Chapbook Cafe August 2001 - June 2013
Skills
Management, Sales, Customer Service, Writing, Employee Benefits, Insurance, Teamwork, Time Management, Microsoft Word, Microsoft Office
Education
michigan 2010 — 2013
Post-BA Teacher Certification, Secondary English, TESOL
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), English Literature
The ABD Team February 2013 - Present
Wells Fargo Insurance Services July 2001 - January 2013
Skills
Account Management, Insurance, Risk Management, Underwriting
Education
Cal State Hayward 1998 — 2001
Bachelor of Science (BS), Human Resources
The ABD Team January 2015 - Present
The ABD Team July 2012 - July 2014
Salesforce.com December 2011 - July 2012
Salesforce.com July 2011 - December 2011
AmeriCorps August 2010 - July 2011
Osu Children's Home August 2010 - December 2010
Castilleja School June 2010 - August 2010
Hagman Associates Architects June 2009 - August 2009
Village Enterprise Fund June 2008 - August 2008
St. Julie's Well January 2006 - August 2006
Skills
Salesforce.com, Sales Operations, Recruiting, Training, Management, Interviews, Sales, Marketing, Sourcing, Fundraising, Sales Process, Applicant Tracking..., Time Management, Professional Services, Customer Service
Education
University of California, Los Angeles 2006 — 2010
B.A., International Development and Geography
University of Ghana 2009 — 2009
International Development Courses
The ABD Team July 2012 - Present
Peninsula Family Service June 2013 - Present
Insurance Leadership Network July 2009 - July 2012
Vertafore, Inc. September 2006 - March 2009
BenefitPoint January 1999 - September 2006
ABD Insurance and Financial Services 1994 - 1999
Transamerica Insurance Group 1989 - 1992
Skills
Brand Development, Business Analysis, Business Development, Business Planning, CRM, Consulting, Employee Benefits, Enterprise Software, Entrepreneurship, Executive Management, Insurance, Integration, Investments, Leadership, Management, Marketing, Mergers, Mergers, Mobile Devices, Negotiation, Project Management, Property, Risk Management, Sales, Strategic Partnerships, Strategy, Team Building, Team Leadership, Venture Capital, Web Applications, Workers Compensation, Property & Casualty...
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA
University of California, Los Angeles 1985 — 1989
BA, English
Crystal Springs Uplands 1981 — 1985
The ABD Team September 2014 - Present
Keller Williams Realty August 2014 - Present
Anthem Blue Cross September 2011 - August 2014
Tiffany May 2007 - April 2011
Skills
Sales, Retail, Account Management, Customer Service, Leadership, Marketing, Social Media, Sales Management, Salesforce.com, Social Media Marketing, Team Building
Education
Saint Mary's College of California 2003 — 2007
Communication
Saint Mary's College of California 2003 — 2007
The ABD Team July 2012 - Present
Skills
Risk Management, Insurance, D&O, Employment Practices..., Professional Liability, Medical Devices, Workers Compensation, Errors & Omissions, Cleantech, Product Liability, Clinical Trials, Problem Solving, Contract Negotiation, Claims Resolution, Biotechnology, Social Media, Technology, Software, Semiconductors, Start-ups, Patent Litigation, Claim, Management, Reinsurance, Mergers & Acquisitions, Due Diligence, Strategy, EPL, Technology E&O, Commercial Insurance, Executive Management, Brokers, Liability, Property & Casualty..., Financial Risk, Leadership
Education
University of California, Berkeley 1988 — 1995
BA, English
Piedmont high
The ABD Team August 2015 - Present
The ABD Team March 2014 - August 2015
The ABD Team April 2013 - March 2014
Any Water Sports March 2008 - March 2013
Latinas Contra Cancer January 2011 - June 2011
Skills
PowerPoint, Sales, Retail, Microsoft Word, Customer Service, Time Management, Inventory Management, Nonprofits, Employee Benefits, Outlook, Insurance, Healthcare, Data Entry, Team Building, Microsoft Excel, Microsoft Office
Education
San Jose State University
B.S, Health Science with a concentration in Administration and Health Care Services
Moreau Catholic High School 2001 — 2005
High School Diploma
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2006 - July 2012
Wells Fargo Insurance Services USA, Inc 2006 - July 2012
abd Insurance and Financial Services October 2006 - October 2007
Precept Group July 1998 - October 2006
Skills
Leadership, Insurance, Employee Benefits, Sales, Account Management
Education
California State University-Chico 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
The ABD Team February 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services April 2008 - July 2012
AIG/AICCO, Inc. September 1998 - April 2008
Starbucks Coffee Company September 1993 - September 1998
Skills
E&O, Commercial Insurance, D&O
Education
University of Massachusetts, Amherst 1980 — 1984
Classical 1977 — 1980
College prep
The ABD Team July 2012 - Present
Wells Fargo Insurance Services January 2009 - July 2012
ABD Insurance and Financial Services September 2004 - December 2008
McKesson 1997 - 2004
Skills
Customer Service, Account Management, Benefits Administration, Health Insurance, Employee Benefits, Insurance, Workers Compensation, Underwriting, Brokers, Health Savings Accounts, Open Enrollment, Disability Insurance, COBRA, Claim, Life Insurance
Education
Golden Gate University 1993 — 1995
Master of Science, Human Resources
California State University-Sacramento 1987 — 1991
Bachelor of Science ~ Business Administration, Human Resources
The ABD Team July 2012 - Present
Wells Fargo Insurance Services May 2005 - July 2012
Marsh/Mercer September 2000 - May 2005
Franklin Templeton May 1997 - September 2000
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Management and Operations
The ABD Team August 2012 - Present
Wells Fargo Insurance Services 2006 - August 2012
Frye Claims Consultation & Administration November 1996 - October 2006
Skills
Claims Management, Claims Resolution, Claims Handling, Arbitration, Contract Management, Contract Negotiation, Contractual Risk..., Claim, P&C, Insurance, Supply Chain, Contractual Agreements, Casualty, Litigation, Liability, Professional Liability, Property & Casualty..., Legal Liability, General Insurance, Employment Practices..., D&O, Commercial Lines, International Supply..., Contract Review, Supply Chain Contracts, Litigated Claims..., P&C Claims, Claims Investigations, Commercial Insurance, Casualty Insurance, Underwriting
Education
Golden Gate University, School of Law
Doctor of Law (JD)
UC Irvine
Bachelor's degree, History of Latin America
The ABD Team October 2012 - Present
Rock Me Baby Records October 2006 - March 2012
BenefitPoint July 1999 - September 2004
MWD July 1990 - August 1997
Skills
Employee Relations, Human Resources, Benefits Administration, Employee Benefits, Management, Insurance, Policy, Strategy, Leadership
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (B.A.), Communication Studies
Travelers April 2015 - Present
RT Specialty May 2014 - April 2015
The ABD Team January 2012 - December 2013
Farmers Insurance January 2011 - December 2011
American Family Insurance August 2009 - January 2010
Northwestern Mutual June 2008 - June 2009
Valdosta Insurance Services May 2007 - August 2007
Campus Outreach May 2006 - August 2006
Lepanto Golf Course Construction Company May 2005 - August 2005
Skills
Insurance, Commercial Insurance, Business Insurance, Workers Compensation, Life Insurance, Customer Relations, Customer Service, Small Business, Consultation
Education
The University of Georgia 2003 — 2008
BBA, Risk Management and Insurance
The ABD Team August 2012 - Present
Wells Fargo Insurance Services April 2010 - August 2012
NASDAQ / Carpenter Moore Insurance Services, Inc. April 1998 - April 2010
Carpenter Moore Insurance Services, Inc. 1997 - 2009
McCaulou's Dept. Store June 1991 - March 1998
Skills
Claims, D&O, Employment Practices..., Insurance, Account Management, Buying, Property & Casualty..., Casualty, Commercial Insurance, Professional Liability, Claim, Underwriting, Brokers, Risk Management, Real Estate, Liability, Healthcare, Team Building, Management, Training
Education
California State University-Sacramento
Business Administration
CNA March 2015 - Present
The ABD Team July 2012 - March 2015
Wells Fargo Insurance Services March 2008 - July 2012
Skills
Insurance, Property & Casualty..., Commercial Insurance, Account Management, Sales, Brokers, Customer Service, Professional Liability, General Insurance, Legal Liability, Employment Practices..., Risk Management, Umbrella Insurance, Claim, Workers Compensation
Education
San Francisco State University
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
University of New Orleans
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
abd Insurance and Financial Services July 2001 - 2008
Skills
Start-ups, Employee Benefits, Underwriting, Insurance, Brokers, Sales, Account Management, Strategic Planning, Employment Practices..., Mergers, Strategic Financial..., Health Insurance, 401k, New Business Development, Finance, Mergers & Acquisitions, Professional Liability, Team Building, Disability Insurance, Benefits Administration, Risk Management, Property & Casualty..., Commercial Insurance, Investments, Workers Compensation, Life Insurance, D&O, Legal Liability, Health Savings Accounts
Education
San Jose State University 1981 — 1986
Bachelor's degree, Marketing
The ABD Team January 2015 - Present
The ABD Team July 2012 - January 2015
Insurance Leadership Network, Inc. July 2011 - July 2012
Advanced Professionals September 2001 - July 2012
LucasArts June 2000 - June 2001
LucasArts January 1997 - June 2000
LucasArts October 1993 - June 1997
Silicon Systems Inc. November 1990 - October 1993
Skills
Employee Benefits, COBRA, Benefits Administration, Health Savings Accounts, Health Insurance, Brokers, Insurance, Disability Insurance, Underwriting, Life Insurance, ERISA, Benefits Design, Health Care Reform, Self-funded, Benefit Communication, Performance Management, Small Business, General Insurance, Customer Retention, Account Management, Term Life Insurance, Claim, Retirement, Commercial Lines, Human Resources, Open Enrollment, Group Insurance, Relationship Management, Client Services, Defined Benefit, Benefits Negotiation, Consulting, Cafeteria Plans
Education
University of California, Santa Barbara 1986 — 1990
BA
Saratoga High School, Saratoga CA 1982 — 1986
High School
The ABD Team November 2014 - Present
Well Fargo Insurance Services, USA April 2005 - November 2014
HRH April 2001 - January 2006
HRH April 2001 - January 2006
Argonaut Group 1984 - 1996
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Professional Liability, Insurance, Casualty, Employment Practices..., D&O, Legal Liability, Liability, Underwriting, Claim, Brokers, General Insurance, Commercial Lines, Claims Management, Risk Management, Umbrella Insurance, Employee Benefits, Reinsurance, Health Insurance, Excess, Casualty Insurance
Education
St. Mary's University 1973 — 1977
BBA, Business Administration
The ABD Team March 2014 - Present
The ABD Team October 2013 - March 2014
California Film Institute September 2013 - October 2013
Mission YMCA of San Francisco March 2013 - August 2013
Mission YMCA of San Francisco January 2007 - March 2013
Mission YMCA of San Francisco January 2007 - October 2011
Mission YMCA of San Francisco January 2007 - January 2011
Mission YMCA of San Francisco January 2007 - June 2009
Skills
Volunteer Management, Community Outreach, Non-profits, Fundraising, Event Planning, Youth Development, Board Development, Program Development, Public Speaking, Annual Giving, Workshop Facilitation, Event Management, Stewardship, Social Media, Community Development, Nonprofits, Staff Development, Program Management, Recruiting, Marketing, Grants, Philanthropy, Non-profit..., Social Media Marketing, Leadership Development, Program Evaluation, Public Relations, Community Organizing
Education
San Francisco State University 2005 — 2007
B.A., Psychology
The ABD Team March 2014 - Present
Oracle January 2004 - March 2014
ABD Insurance and Financial Services October 1999 - January 2004
Skills
Benefits, Employee Benefits, Benefits Administration, Open Enrollment, Billing, Vendor Management, Insurance, Account Management, HRIS, Customer Service, Mergers, COBRA, FMLA, Payroll, PowerPoint, Excel, Word, Public Speaking, Health, Compliance, Performance Management, Management, Leadership, Employee Relations, Onboarding, Deferred Compensation, Invoicing, Microsoft Excel, Mergers & Acquisitions, Microsoft Word
Education
University of California, San Diego 1985 — 1988
B.S., Psychology
St. Francis High School
St. Francis High School
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2009 - July 2012
ABD Insurance and Financial Services 2005 - 2009
Reliance Standard 2003 - 2005
BenefitPoint 1999 - 2003
ABD Insurance and Financial Services 1996 - 1999
Skills
Employee Benefits, Project Management, Account Management, Customer Engagement, Helping Clients Succeed, Benefits Design, Customer Retention, Benefits Analysis, Program Implementation, Supportive, Process Efficiency, Exceeding Customer..., Project Delivery, Compliance, Vendor Relationships, Solution Implementation, Health Insurance
Education
San Jose State University 1991 — 1995
Bachelor of Science (B.S.)
The ABD Team July 2012 - Present
Wells Fargo Insurance Services February 2005 - July 2012
Marsh February 2003 - January 2005
Watson Wyatt Worldwide August 2001 - January 2003
Aon Consulting 1994 - 2001
Mercer 1985 - 1994
Skills
Strategic Planning, Employee Benefits, Underwriting, Insurance, Health Insurance, Disability Insurance, Account Management, ERISA, Brokers, Benefits Administration, Term Life Insurance, Retirement, Life Insurance, Health Savings Accounts, Claim
Education
University of California, Berkeley 1977 — 1982
BA, Applied Mathematics
Oroville High
The ABD Team June 2015 - Present
Philz Coffee February 2014 - June 2015
Starbucks Coffee Company July 2010 - January 2014
Starbucks Coffee Company May 2009 - July 2010
Starbucks November 2007 - May 2009
Starbucks June 2003 - November 2007
Skills
Leadership, Team Building, Customer Service, Long-term Customer..., Customer Satisfaction, Retail, Sales Operations, Sales, Hiring, Performance Management, Management, Merchandising, Payroll, Recruiting, Social Media, Store Management
Education
Lawrence University 2004 — 2008
Bachelor of Arts (B.A.), Anthropology
The ABD Team November 2013 - Present
Wells Fargo Insurance Services 2011 - 2013
Skills
Insurance, Umbrella Insurance, General Insurance, Account Management, Microsoft Word, Outlook, Property & Casualty..., Life Insurance, Claim, Homeowners, Motorcycle, Risk Management, Liability, Renters, Long Term Care Insurance
Education
Drew College Prep
High School
University of Portland
Business/Corporate Communications
The ABD Team August 2012 - Present
Wells Fargo Employer Benefits July 2008 - July 2012
Alburger, Basso, de Grosz Insurance and Financial Services July 2005 - July 2008
Skills
401k, Mutual Funds, Risk Management, Insurance, Brokers, Series 7, Commercial Insurance, Series 63, Retirement, Employee Benefits, Sales
Education
Colgate University