USI Southwest
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USI Southwest Employees
Employee
Years
Job
Industry
Laurie Meyer Laurie Meyer's USI Southwest Experience July 1998 - May 2000
Job Business Development
Industry Oil & Energy
Experience
Meyer Ranch November 2011 - Present
Covenant Academy September 2007 - June 2011
USI Southwest July 1998 - May 2000
Schiff Kreidler Shell, Inc. January 1997 - July 1998
Benefit Plan Concepts/USI Southwest September 1995 - January 1997
Skills
Supply Chain Management, Sales, Negotiation, Business Development, Oil & Gas Industry, Process Scheduler, Sales Operations, Supply Chain, Logistics, Marketing, New Business Development, Project Planning, Sourcing, Business Strategy, Customer Service, Completion, Purchasing, Sales Process, Materials, Supervisory Skills, Account Management, Logistics Management, Materials Management, Petroleum, Strategic Sourcing
Education
Regent University 2009 — 2011
Masters, Educational Therapy
Texas A&M University 1992 — 1995
Bachelor of Science, Psychology
Meyer Ranch November 2011 - Present
Covenant Academy September 2007 - June 2011
USI Southwest July 1998 - May 2000
Schiff Kreidler Shell, Inc. January 1997 - July 1998
Benefit Plan Concepts/USI Southwest September 1995 - January 1997
Skills
Supply Chain Management, Sales, Negotiation, Business Development, Oil & Gas Industry, Process Scheduler, Sales Operations, Supply Chain, Logistics, Marketing, New Business Development, Project Planning, Sourcing, Business Strategy, Customer Service, Completion, Purchasing, Sales Process, Materials, Supervisory Skills, Account Management, Logistics Management, Materials Management, Petroleum, Strategic Sourcing
Education
Regent University 2009 — 2011
Masters, Educational Therapy
Texas A&M University 1992 — 1995
Bachelor of Science, Psychology
Monica Thomas Monica Thomas's USI Southwest Experience July 2015 - Present
Job Account Executive at USI Southwest
Industry Insurance
Experience
USI Southwest July 2015 - Present
USI Southwest April 2014 - July 2015
Alliant Insurance Services July 2013 - April 2014
Alliant Insurance Services December 2012 - July 2013
Arthur J. Gallagher & Co. May 2008 - November 2012
The Steves Financial Group October 2005 - May 2008
Aetna 1992 - 2002
Skills
Training, Insurance, Customer Service, Life Insurance, Health Insurance, COBRA, Employee Benefits, Disability Insurance, Health Savings Accounts, Sales Management, Team Building, Benefits Administration, Brokers, Leadership, Human Resources, Workers Compensation, Long-term Care, Underwriting, Term Life Insurance, Self-funded, Commercial Insurance, Flexible Spending..., Group Insurance, Group Medical, Medicare
Education
Houston Community College 1994 — 1996
Associate of Arts (A.A.)
USI Southwest July 2015 - Present
USI Southwest April 2014 - July 2015
Alliant Insurance Services July 2013 - April 2014
Alliant Insurance Services December 2012 - July 2013
Arthur J. Gallagher & Co. May 2008 - November 2012
The Steves Financial Group October 2005 - May 2008
Aetna 1992 - 2002
Skills
Training, Insurance, Customer Service, Life Insurance, Health Insurance, COBRA, Employee Benefits, Disability Insurance, Health Savings Accounts, Sales Management, Team Building, Benefits Administration, Brokers, Leadership, Human Resources, Workers Compensation, Long-term Care, Underwriting, Term Life Insurance, Self-funded, Commercial Insurance, Flexible Spending..., Group Insurance, Group Medical, Medicare
Education
Houston Community College 1994 — 1996
Associate of Arts (A.A.)
Brian Ratliff, ARM, CIC, CRIS Brian Ratliff, ARM, CIC, CRIS's USI Southwest Experience October 2012 - Present
Job Account Executive at USI Southwest
Industry Insurance
Experience
USI Southwest October 2012 - Present
USI Southwest June 2006 - November 2012
Aon Risk Services May 2001 - June 2006
Skills
Casualty, Insurance, Commercial Insurance, Property & Casualty..., Liability, Excess, Umbrella Insurance, Risk Management, Brokers, Account Management, Workers Compensation, General Insurance
Education
Southwestern University 1994 — 1998
BA, History
USI Southwest October 2012 - Present
USI Southwest June 2006 - November 2012
Aon Risk Services May 2001 - June 2006
Skills
Casualty, Insurance, Commercial Insurance, Property & Casualty..., Liability, Excess, Umbrella Insurance, Risk Management, Brokers, Account Management, Workers Compensation, General Insurance
Education
Southwestern University 1994 — 1998
BA, History
Nicole Stasswender Kunkel, CIC, CISR Nicole Stasswender Kunkel, CIC, CISR's USI Southwest Experience August 2011 - Present
Job Commercial Account Manager at USI Southwest
Industry Insurance
Experience
USI Southwest August 2011 - Present
Skills
Property, Commercial Insurance, Insurance Brokerage, Excess, Inland Marine, Liability, Umbrella Insurance, Casualty
Education
Texas Christian University
USI Southwest August 2011 - Present
Skills
Property, Commercial Insurance, Insurance Brokerage, Excess, Inland Marine, Liability, Umbrella Insurance, Casualty
Education
Texas Christian University
Sally A. Dwyer Sally A. Dwyer's USI Southwest Experience March 2011 - January 2012
Job Senior Health, Benefits & HR Consultant,
Industry Management Consulting
Experience
Jacobson Forensic Benefits January 2012 - May 2015
USI Southwest March 2011 - January 2012
EPSI Benefits Inc., January 1995 - December 2011
EPSI Benefits, Inc. June 1989 - June 1995
Affiliated Healthcare Systems April 1988 - June 1989
Baxter Travenol Laboratories January 1983 - May 1989
Skills
Employee Benefits, Health Insurance, Human Resources, Risk Management, Retirement Planning, Group Insurance, Enterprise Risk..., Benefits Administration, HIPAA, Legal Liability, Insurance, Health Savings Accounts, Disability Insurance, Underwriting, Healthcare, New Business Development, Life Insurance, Strategic Planning, Brokers, Workers Compensation, Employment Law, Due Diligence, 401k, Retirement, Organizational..., Finance, Deferred Compensation, Training, Leadership
Education
University of Illinois
Bachelor Degree
Jacobson Forensic Benefits January 2012 - May 2015
USI Southwest March 2011 - January 2012
EPSI Benefits Inc., January 1995 - December 2011
EPSI Benefits, Inc. June 1989 - June 1995
Affiliated Healthcare Systems April 1988 - June 1989
Baxter Travenol Laboratories January 1983 - May 1989
Skills
Employee Benefits, Health Insurance, Human Resources, Risk Management, Retirement Planning, Group Insurance, Enterprise Risk..., Benefits Administration, HIPAA, Legal Liability, Insurance, Health Savings Accounts, Disability Insurance, Underwriting, Healthcare, New Business Development, Life Insurance, Strategic Planning, Brokers, Workers Compensation, Employment Law, Due Diligence, 401k, Retirement, Organizational..., Finance, Deferred Compensation, Training, Leadership
Education
University of Illinois
Bachelor Degree
Kevin Pratt Kevin Pratt's USI Southwest Experience April 2007 - Present
Job Vice President, Professional Liability Division
Industry Insurance
Experience
USI Southwest April 2007 - Present
NEC Corporation of America 2005 - March 2007
Qwest Communications 1998 - 2006
Qwest June 1997 - November 2005
Skills
Project Management, Management, Account Management, Risk Management, Sales, Insurance, Strategic Planning, Team Leadership, Process Improvement, Microsoft Office, Business Analysis, Customer Service, Consulting, Team Building, Leadership, Business Development, Analysis, Networking, Performance Management
Education
University of Phoenix 1999 — 2002
Bachelors, Business/Information Systems
USI Southwest April 2007 - Present
NEC Corporation of America 2005 - March 2007
Qwest Communications 1998 - 2006
Qwest June 1997 - November 2005
Skills
Project Management, Management, Account Management, Risk Management, Sales, Insurance, Strategic Planning, Team Leadership, Process Improvement, Microsoft Office, Business Analysis, Customer Service, Consulting, Team Building, Leadership, Business Development, Analysis, Networking, Performance Management
Education
University of Phoenix 1999 — 2002
Bachelors, Business/Information Systems
Dan Morton Dan Morton's USI Southwest Experience April 2015 - Present
Job Vice President at USI
Industry Insurance
Experience
USI Southwest April 2015 - Present
Cottingham & Butler December 2008 - April 2015
Hilb, Rogal & Hobbs April 2001 - December 2008
Aon Risk Services December 1999 - March 2001
Buske Lines, Inc December 1997 - November 1999
Roadrunner Trucking September 1995 - December 1997
Oliver Transportation, Inc April 1992 - September 1995
Skills
Transportation, Trucking, Risk Management, Insurance, Legal Liability, Workers Compensation, Casualty, Property & Casualty..., Commercial Insurance, Professional Liability, Financial Risk, Liability, Claim, Brokers, Underwriting, Captives, Claims Management, Commercial Lines, Liability Analysis, Reinsurance, Excess, Inland Marine, General Insurance, Litigation Management, Subrogation, Health Insurance, Umbrella Insurance, Employee Benefits, Employment Practices..., Disability Insurance, D&O, Insurance Brokerage, Claim Investigation, Product Liability, Accident, Insurance Law, Risk Financing, Long-term Care, Directors & Officers..., Enterprise Risk..., Risk Analysis, Surety Bonds, Medical Malpractice, Benefits Administration, Casualty Insurance
Education
University of Missouri-Columbia, College of Business 1989 — 1993
BSBA, Business Logistics
USI Southwest April 2015 - Present
Cottingham & Butler December 2008 - April 2015
Hilb, Rogal & Hobbs April 2001 - December 2008
Aon Risk Services December 1999 - March 2001
Buske Lines, Inc December 1997 - November 1999
Roadrunner Trucking September 1995 - December 1997
Oliver Transportation, Inc April 1992 - September 1995
Skills
Transportation, Trucking, Risk Management, Insurance, Legal Liability, Workers Compensation, Casualty, Property & Casualty..., Commercial Insurance, Professional Liability, Financial Risk, Liability, Claim, Brokers, Underwriting, Captives, Claims Management, Commercial Lines, Liability Analysis, Reinsurance, Excess, Inland Marine, General Insurance, Litigation Management, Subrogation, Health Insurance, Umbrella Insurance, Employee Benefits, Employment Practices..., Disability Insurance, D&O, Insurance Brokerage, Claim Investigation, Product Liability, Accident, Insurance Law, Risk Financing, Long-term Care, Directors & Officers..., Enterprise Risk..., Risk Analysis, Surety Bonds, Medical Malpractice, Benefits Administration, Casualty Insurance
Education
University of Missouri-Columbia, College of Business 1989 — 1993
BSBA, Business Logistics
Cathilina Sutton, CISR, ACSR Cathilina Sutton, CISR, ACSR's USI Southwest Experience October 2002 - October 2010
Job Commerial Lines Account Representative 2 at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2013 - Present
Newpoint Resources LLC July 2011 - December 2012
USI Southwest October 2002 - October 2010
Marsh & McLennan Companies, Inc. June 1996 - October 2002
Ohio Casualty Group June 1986 - June 1996
Skills
Analysis, Commercial Insurance, Commercial Lines, Marketing, Customer Service, Property, Insurance, Workers Compensation, Liability, Casualty Insurance, General Insurance, Brokers
Education
Tarrant County College
Associate Arts
Wells Fargo Insurance Services January 2013 - Present
Newpoint Resources LLC July 2011 - December 2012
USI Southwest October 2002 - October 2010
Marsh & McLennan Companies, Inc. June 1996 - October 2002
Ohio Casualty Group June 1986 - June 1996
Skills
Analysis, Commercial Insurance, Commercial Lines, Marketing, Customer Service, Property, Insurance, Workers Compensation, Liability, Casualty Insurance, General Insurance, Brokers
Education
Tarrant County College
Associate Arts
Jennifer McBroom Jennifer McBroom's USI Southwest Experience August 2004 - January 2010
Job Perfect Combination of Filmmaker and Insurance Agent
Industry Entertainment
Experience
Watkins Insurance Group March 2015 - Present
Speck Creations: Pink Granite Studios, Off The Fly Entertainment, Speckled Rooster Productions October 2013 - Present
Freelance October 2011 - Present
Network After Work 1994 - 2015
Network After Work 1994 - 2015
SXSW Day Stage 2014 - 2014
Full Sail University 2011 - 2014
Full Sail University October 2011 - June 2013
USI Southwest August 2004 - January 2010
Education
Full Sail University 2014 — 2015
Master of Fine Arts (M.F.A.), Creative Writing
Full Sail University 2011 — 2013
Bachelor of Science (BS), Film/Cinema/Video Studies, GPA 3.86 (Salutatorian)
Watkins Insurance Group March 2015 - Present
Speck Creations: Pink Granite Studios, Off The Fly Entertainment, Speckled Rooster Productions October 2013 - Present
Freelance October 2011 - Present
Network After Work 1994 - 2015
Network After Work 1994 - 2015
SXSW Day Stage 2014 - 2014
Full Sail University 2011 - 2014
Full Sail University October 2011 - June 2013
USI Southwest August 2004 - January 2010
Education
Full Sail University 2014 — 2015
Master of Fine Arts (M.F.A.), Creative Writing
Full Sail University 2011 — 2013
Bachelor of Science (BS), Film/Cinema/Video Studies, GPA 3.86 (Salutatorian)
Jim Fraley Jim Fraley's USI Southwest Experience June 1997 - November 2010
Job Agency Manager & Sales Executive
Industry Insurance
Experience
Capps Insurance Agency September 2011 - Present
USI Southwest June 1997 - November 2010
Fields/Stewart/Dolliver June 1990 - June 1997
J. Fraley Company, Inc. June 1969 - June 1990
Skills
Workers Compensation, Sales, Commercial Insurance, Insurance, Underwriting, Property & Casualty..., Casualty, Brokers, Commercial Lines, Professional Liability, Liability, Umbrella Insurance, Legal Liability, Inland Marine
Education
Texas A&M Commerce 1965 — 1969
BS, Broad Field Social Sciences
Capps Insurance Agency September 2011 - Present
USI Southwest June 1997 - November 2010
Fields/Stewart/Dolliver June 1990 - June 1997
J. Fraley Company, Inc. June 1969 - June 1990
Skills
Workers Compensation, Sales, Commercial Insurance, Insurance, Underwriting, Property & Casualty..., Casualty, Brokers, Commercial Lines, Professional Liability, Liability, Umbrella Insurance, Legal Liability, Inland Marine
Education
Texas A&M Commerce 1965 — 1969
BS, Broad Field Social Sciences
Ray Garcia Jr. Ray Garcia Jr.'s USI Southwest Experience 2005 - 2007
Job Managing Director
Industry Investment Banking
Experience
Optima RG Group LLC January 2006 - Present
Venture Strategies LLC November 2009 - September 2010
USI Southwest 2005 - 2007
Summit Global Partners 2002 - 2005
The Lockton Companies 1997 - 2002
Texas Insurance Company 1994 - 1997
The Lockton Companies 1989 - 1993
Skills
Real Estate, Mergers, Finance, Risk Management, Asset Management, Mergers & Acquisitions, Restructuring, Procurement, Private Equity, Entrepreneurship, Management, Marketing, Business Planning, Financial Services, Corporate Finance, Project Management, Energy, Valuation, Real Estate Development, Investments, Financial Modeling, Due Diligence, Venture Capital, Project Finance, Private Placements, Executive Management
Education
University of Houston 1975 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Optima RG Group LLC January 2006 - Present
Venture Strategies LLC November 2009 - September 2010
USI Southwest 2005 - 2007
Summit Global Partners 2002 - 2005
The Lockton Companies 1997 - 2002
Texas Insurance Company 1994 - 1997
The Lockton Companies 1989 - 1993
Skills
Real Estate, Mergers, Finance, Risk Management, Asset Management, Mergers & Acquisitions, Restructuring, Procurement, Private Equity, Entrepreneurship, Management, Marketing, Business Planning, Financial Services, Corporate Finance, Project Management, Energy, Valuation, Real Estate Development, Investments, Financial Modeling, Due Diligence, Venture Capital, Project Finance, Private Placements, Executive Management
Education
University of Houston 1975 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Jennifer Baird, CIC, ARM, CPCU Jennifer Baird, CIC, ARM, CPCU's USI Southwest Experience 2000 - 2006
Job Sr. Account Manager at MHBT
Industry Insurance
Experience
MHBT January 2015 - Present
Hub International June 2012 - November 2014
McGriff, Seibels & Williams November 2011 - June 2012
Us Risk Brokers Inc June 2011 - November 2011
Aon Risk Services February 2009 - September 2009
Bridge Insurance Partners June 2008 - February 2009
Apex Global Partners June 2006 - June 2008
USI Southwest 2000 - 2006
Skills
Property & Casualty..., Casualty, Underwriting, Commercial Insurance, Commercial Lines, Professional Liability, Brokers, Liability, Legal Liability, Insurance, General Insurance, Workers Compensation, Umbrella Insurance, D&O, Health Insurance, Employment Practices..., Claims Management, Claim, Excess, Reinsurance, Account Management, Inland Marine, Liability Analysis, Negotiation, Management, Leadership, Casualty Insurance, Term Life Insurance
Education
Texas Tech University 1988 — 1991
B.S., Marketing
MHBT January 2015 - Present
Hub International June 2012 - November 2014
McGriff, Seibels & Williams November 2011 - June 2012
Us Risk Brokers Inc June 2011 - November 2011
Aon Risk Services February 2009 - September 2009
Bridge Insurance Partners June 2008 - February 2009
Apex Global Partners June 2006 - June 2008
USI Southwest 2000 - 2006
Skills
Property & Casualty..., Casualty, Underwriting, Commercial Insurance, Commercial Lines, Professional Liability, Brokers, Liability, Legal Liability, Insurance, General Insurance, Workers Compensation, Umbrella Insurance, D&O, Health Insurance, Employment Practices..., Claims Management, Claim, Excess, Reinsurance, Account Management, Inland Marine, Liability Analysis, Negotiation, Management, Leadership, Casualty Insurance, Term Life Insurance
Education
Texas Tech University 1988 — 1991
B.S., Marketing
Catherine Heasley Catherine Heasley's USI Southwest Experience July 2003 - September 2008
Job Account Manager at MHBT
Industry Insurance
Experience
McQueary Henry Bowles Troy. L.L.P. September 2008 - Present
USI Southwest July 2003 - September 2008
Great-West Life 1994 - 2001
Education
University of Oklahoma - Price College of Business 1985 — 1988
McQueary Henry Bowles Troy. L.L.P. September 2008 - Present
USI Southwest July 2003 - September 2008
Great-West Life 1994 - 2001
Education
University of Oklahoma - Price College of Business 1985 — 1988
Amanda Conley Amanda Conley's USI Southwest Experience September 2009 - July 2011
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2015 - Present
USI Insurance Services January 2011 - March 2015
USI Southwest September 2009 - July 2011
Rocco's Grill April 2002 - April 2010
Foreman & Associates May 2003 - October 2009
Ferch Insurance Group January 2003 - October 2009
Skills
Insurance, Property & Casualty..., Health Insurance, Accident, Employee Benefits, Disability Insurance, Brokers, Life Insurance, Underwriting, COBRA, Workers Compensation, Benefits Administration, Account Management, Health Savings Accounts, Property, Term Life Insurance
Education
Texas State University-San Marcos 1995 — 2001
Bachelor of Science, Mathematics
James Martin High School 1992 — 1995
USI Insurance Services April 2015 - Present
USI Insurance Services January 2011 - March 2015
USI Southwest September 2009 - July 2011
Rocco's Grill April 2002 - April 2010
Foreman & Associates May 2003 - October 2009
Ferch Insurance Group January 2003 - October 2009
Skills
Insurance, Property & Casualty..., Health Insurance, Accident, Employee Benefits, Disability Insurance, Brokers, Life Insurance, Underwriting, COBRA, Workers Compensation, Benefits Administration, Account Management, Health Savings Accounts, Property, Term Life Insurance
Education
Texas State University-San Marcos 1995 — 2001
Bachelor of Science, Mathematics
James Martin High School 1992 — 1995
Betsy Shelton's USI Southwest Experience September 2010 - Present
Job Assistant Vice President, Sr. Account Executive
Industry
Experience
USI Southwest September 2010 - Present
Healthsmart Benefit Solutions February 2001 - July 2010
Skills
Health Insurance, Employee Benefits, Marketing, Account Management, Consulting, Disability Insurance, Life Insurance, Strategic Planning, Brokers, Benefits Administration, Insurance, Managed Care, Health Savings Accounts, Term Life Insurance, Underwriting, Healthcare
Education
North Lake College
Accounting
USI Southwest September 2010 - Present
Healthsmart Benefit Solutions February 2001 - July 2010
Skills
Health Insurance, Employee Benefits, Marketing, Account Management, Consulting, Disability Insurance, Life Insurance, Strategic Planning, Brokers, Benefits Administration, Insurance, Managed Care, Health Savings Accounts, Term Life Insurance, Underwriting, Healthcare
Education
North Lake College
Accounting
Nikki Parkinson Nikki Parkinson's USI Southwest Experience January 2012 - August 2013
Job Account Manager at Envirotest, Ltd.
Industry Environmental Services
Experience
Envirotest, Ltd. December 2014 - Present
Mercury Well Control December 2014 - Present
EMS USA, Inc. 2013 - 2014
EMS USA, Inc. 2013 - 2014
USI Southwest January 2012 - August 2013
Wild Well Control July 2006 - March 2011
Skills
Leadership, Management, Oilfield, Administration, Customer Service, Microsoft Office, Petroleum, Oil & Gas, Gas, Energy Industry, Operations Management
Education
Texas Tech University
Bachelor of Science (BS), Telecommunications
Envirotest, Ltd. December 2014 - Present
Mercury Well Control December 2014 - Present
EMS USA, Inc. 2013 - 2014
EMS USA, Inc. 2013 - 2014
USI Southwest January 2012 - August 2013
Wild Well Control July 2006 - March 2011
Skills
Leadership, Management, Oilfield, Administration, Customer Service, Microsoft Office, Petroleum, Oil & Gas, Gas, Energy Industry, Operations Management
Education
Texas Tech University
Bachelor of Science (BS), Telecommunications
Robin Wynne's USI Southwest Experience September 2012 - January 2015
Job Sr Regional Sales Manager at EyeMed Vision Care
Industry Insurance
Experience
EyeMed Vision Care February 2015 - Present
USI Southwest September 2012 - January 2015
Extend Health July 2011 - September 2012
RBG November 2007 - July 2011
Aetna March 2005 - November 2007
Skills
Sales Presentations, excel, PowerPoint, Public Speaking, Entrepreneurial Skills, Client Relationship..., Market Research, Employee Benefits, Microsoft Excel, Sales Operations, Entrepreneurship, Sales, New Business Development, Account Management, Insurance, Customer Service, Strategic Planning, Cold Calling, Team Building, Sales Management, Business Development, Marketing, Health Insurance, Leadership, Medicare, Direct Sales, Vision Insurance
Education
Southern Methodist University 2001 — 2005
Bachelor of Arts (B.A.), History
Fordyce High School 1997 — 2001
EyeMed Vision Care February 2015 - Present
USI Southwest September 2012 - January 2015
Extend Health July 2011 - September 2012
RBG November 2007 - July 2011
Aetna March 2005 - November 2007
Skills
Sales Presentations, excel, PowerPoint, Public Speaking, Entrepreneurial Skills, Client Relationship..., Market Research, Employee Benefits, Microsoft Excel, Sales Operations, Entrepreneurship, Sales, New Business Development, Account Management, Insurance, Customer Service, Strategic Planning, Cold Calling, Team Building, Sales Management, Business Development, Marketing, Health Insurance, Leadership, Medicare, Direct Sales, Vision Insurance
Education
Southern Methodist University 2001 — 2005
Bachelor of Arts (B.A.), History
Fordyce High School 1997 — 2001
Jacqueline Escalante Jacqueline Escalante's USI Southwest Experience April 2012 - Present
Job Senior Customer Service representitive at BBVA Compass
Industry Insurance
Experience
USI Southwest April 2012 - Present
Education
University of Maryland Baltimore 1985 — 1987
Business
USI Southwest April 2012 - Present
Education
University of Maryland Baltimore 1985 — 1987
Business
Kyle Veverka Kyle Veverka's USI Southwest Experience September 2011 - March 2013
Job Sales and Implementation Manager at Benefitcloud
Industry Financial Services
Experience
Benefitcloud April 2014 - Present
USI Southwest September 2011 - March 2013
Family Benefits Group February 2010 - September 2011
Lincoln Financial Group 2007 - 2009
MetLife 2005 - 2006
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Employee Benefits, Insurance, Sales, Underwriting, Healthcare, Life Insurance, Benefits Administration, Brokers, Accident
Education
University of North Texas 2000 — 2004
Business, Business
Richardson High
Advanced Diploma
Benefitcloud April 2014 - Present
USI Southwest September 2011 - March 2013
Family Benefits Group February 2010 - September 2011
Lincoln Financial Group 2007 - 2009
MetLife 2005 - 2006
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Employee Benefits, Insurance, Sales, Underwriting, Healthcare, Life Insurance, Benefits Administration, Brokers, Accident
Education
University of North Texas 2000 — 2004
Business, Business
Richardson High
Advanced Diploma
M. Isabella Lucchese Stewart HIA's USI Southwest Experience January 2009 - December 2010
Job Principal at Pax Translations
Industry Translation and Localization
Experience
Pax Translations May 2014 - Present
Austin Pax House November 2010 - May 2014
USI Southwest January 2009 - December 2010
WellPoint 1999 - 2007
Prudential 1990 - 1996
Skills
Interpreting, Translation, Spanish Translation, Simultaneous..., Medical Translation, Legal Interpretation, Technical Translation, Legal Translation, Cultural Anthropology, Linguistics, Benefits Administration, Employee Benefits, Health Insurance, Training, Public Speaking, Insurance, Sales, Human Resources, Life Insurance, Strategic Planning, Health Savings Accounts, Disability Insurance, Marketing, Healthcare, Selling, Brokers, Term Life Insurance, Underwriting, Talent Management, Retirement, Management, Leadership, New Business Development, Recruiting
Education
Texas State University-San Marcos
Bachelor's degree, Anthropology, 4.0
Pax Translations May 2014 - Present
Austin Pax House November 2010 - May 2014
USI Southwest January 2009 - December 2010
WellPoint 1999 - 2007
Prudential 1990 - 1996
Skills
Interpreting, Translation, Spanish Translation, Simultaneous..., Medical Translation, Legal Interpretation, Technical Translation, Legal Translation, Cultural Anthropology, Linguistics, Benefits Administration, Employee Benefits, Health Insurance, Training, Public Speaking, Insurance, Sales, Human Resources, Life Insurance, Strategic Planning, Health Savings Accounts, Disability Insurance, Marketing, Healthcare, Selling, Brokers, Term Life Insurance, Underwriting, Talent Management, Retirement, Management, Leadership, New Business Development, Recruiting
Education
Texas State University-San Marcos
Bachelor's degree, Anthropology, 4.0
Randy Crawford's USI Southwest Experience February 2006 - October 2013
Job National Industrial Business Leader at USI Corporate
Industry Insurance
Experience
USI Insurance Services October 2013 - Present
USI Southwest February 2006 - October 2013
Aon Risk Services February 2000 - January 2006
Bowen, Miclette & Britt Insurance Agency, LLC 1994 - 2000
Safeco Insurance 1991 - 1994
Skills
Risk Management, Insurance, Commercial Insurance, Enterprise Risk..., Underwriting, Property & Casualty..., Leadership, Management, Workers Compensation, Legal Liability, Liability, Professional Liability, Claim
Education
Judson University 1979 — 1982
B.A., Liberal Arts
USI Insurance Services October 2013 - Present
USI Southwest February 2006 - October 2013
Aon Risk Services February 2000 - January 2006
Bowen, Miclette & Britt Insurance Agency, LLC 1994 - 2000
Safeco Insurance 1991 - 1994
Skills
Risk Management, Insurance, Commercial Insurance, Enterprise Risk..., Underwriting, Property & Casualty..., Leadership, Management, Workers Compensation, Legal Liability, Liability, Professional Liability, Claim
Education
Judson University 1979 — 1982
B.A., Liberal Arts
Rusty Compton's USI Southwest Experience May 2001 - Present
Job Senior Vice President at USI Southwest
Industry Insurance
Experience
USI Southwest May 2001 - Present
Global Women's Leadership Forum and O'Brien & Son, Inc. 2014 - 2014
Global Women's Leadership Forum and O'Brien & Son, Inc. 2014 - 2014
Johnson Higgins--Marsh January 1988 - September 2000
Skills
Disability Insurance, Health Insurance, Insurance, Strategic Planning, Employee Benefits, Negotiation, Casualty, Underwriting, COBRA, Commercial Insurance, Benefits Administration, Healthcare, Brokers, Health Savings Accounts, Life Insurance, Defined Benefit, Health Care Reform, Talent Management, Vendor Management, General Insurance, Property & Casualty..., Professional Liability, Leadership, 401k, Mergers & Acquisitions, Legal Liability, Reinsurance, Workers Compensation
Education
Stephen F. Austin State University 1964 — 1968
BS, Economics/Finance
USI Southwest May 2001 - Present
Global Women's Leadership Forum and O'Brien & Son, Inc. 2014 - 2014
Global Women's Leadership Forum and O'Brien & Son, Inc. 2014 - 2014
Johnson Higgins--Marsh January 1988 - September 2000
Skills
Disability Insurance, Health Insurance, Insurance, Strategic Planning, Employee Benefits, Negotiation, Casualty, Underwriting, COBRA, Commercial Insurance, Benefits Administration, Healthcare, Brokers, Health Savings Accounts, Life Insurance, Defined Benefit, Health Care Reform, Talent Management, Vendor Management, General Insurance, Property & Casualty..., Professional Liability, Leadership, 401k, Mergers & Acquisitions, Legal Liability, Reinsurance, Workers Compensation
Education
Stephen F. Austin State University 1964 — 1968
BS, Economics/Finance
Steve Campo's USI Southwest Experience May 2007 - July 2015
Job Senior Vice President FINEX North America at Willis
Industry Insurance
Experience
Willis Senior Vice President - FINEX North AmericaWillisJuly 2015 - Present
USI Southwest May 2007 - July 2015
NASDAQ July 2000 - May 2007
Crump Insurance March 1995 - March 1999
The Chubb Corporation 1991 - 1995
Skills
Directors & Officers..., Liability, Insurance, Risk Management, Team Building, Finance, Business, Non-profits, D&O, Professional Liability, Employment Practices..., Underwriting, Financial Risk, Mergers, New Business Development, Strategic Planning, Business Development, Analysis, Negotiation, Brokers, Casualty, Property, Nonprofits, Mergers, Management, Casualty Insurance
Education
Saint Mary's College of California 1993 — 1996
MBA, Finance
University of the Pacific 1985 — 1989
BS, Business
Bishop O'Dowd High School 1981 — 1985
Diploma
St.Theresa's 1974 — 1981
Willis Senior Vice President - FINEX North AmericaWillisJuly 2015 - Present
USI Southwest May 2007 - July 2015
NASDAQ July 2000 - May 2007
Crump Insurance March 1995 - March 1999
The Chubb Corporation 1991 - 1995
Skills
Directors & Officers..., Liability, Insurance, Risk Management, Team Building, Finance, Business, Non-profits, D&O, Professional Liability, Employment Practices..., Underwriting, Financial Risk, Mergers, New Business Development, Strategic Planning, Business Development, Analysis, Negotiation, Brokers, Casualty, Property, Nonprofits, Mergers, Management, Casualty Insurance
Education
Saint Mary's College of California 1993 — 1996
MBA, Finance
University of the Pacific 1985 — 1989
BS, Business
Bishop O'Dowd High School 1981 — 1985
Diploma
St.Theresa's 1974 — 1981
Paul Haley's USI Southwest Experience February 1987 - Present
Job Sr. VP at USI Southwest
Industry Insurance
Experience
USI Southwest February 1987 - Present
Skills
Captives
Education
Oral Roberts University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
USI Southwest February 1987 - Present
Skills
Captives
Education
Oral Roberts University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Glenn Shooner's USI Southwest Experience May 2000 - Present
Job Sr. Vice President and Practice Leader at USI Southwest
Industry Insurance
Experience
USI Southwest May 2000 - Present
Marsh & McLennan Companies, Inc. 1998 - 2000
Aetna 1994 - 1998
Skills
Employee Benefits, ERISA, Workers Compensation, Insurance, 401k, Leadership, Health Insurance, Benefits Administration, Underwriting, Brokers, COBRA, Disability Insurance, Health Savings Accounts, Life Insurance, Risk Management
Education
Eastern Connecticut State University 1991 — 1995
BS, business
USI Southwest May 2000 - Present
Marsh & McLennan Companies, Inc. 1998 - 2000
Aetna 1994 - 1998
Skills
Employee Benefits, ERISA, Workers Compensation, Insurance, 401k, Leadership, Health Insurance, Benefits Administration, Underwriting, Brokers, COBRA, Disability Insurance, Health Savings Accounts, Life Insurance, Risk Management
Education
Eastern Connecticut State University 1991 — 1995
BS, business
Steve Barnett CIC's USI Southwest Experience February 2000 - Present
Job Sr. Vice President at USI
Industry Insurance
Experience
USI Southwest February 2000 - Present
USI Southwest 2000 - Present
American Insurance Agency, Inc. April 1980 - February 2000
Skills
Casualty, General Insurance, Underwriting, Risk Management, Insurance, Brokers, Workers Compensation, Property & Casualty..., Commercial Insurance, Liability, Management, Legal Liability, Claim, New Business Development, Business Development, Financial Analysis, Due Diligence, Casualty Insurance
Education
Harding University 1971 — 1975
Business Administration and Management, General
USI Southwest February 2000 - Present
USI Southwest 2000 - Present
American Insurance Agency, Inc. April 1980 - February 2000
Skills
Casualty, General Insurance, Underwriting, Risk Management, Insurance, Brokers, Workers Compensation, Property & Casualty..., Commercial Insurance, Liability, Management, Legal Liability, Claim, New Business Development, Business Development, Financial Analysis, Due Diligence, Casualty Insurance
Education
Harding University 1971 — 1975
Business Administration and Management, General
Donny Amaya's USI Southwest Experience July 2007 - October 2008
Job Claims Specialist at The American Equity Underwriters
Industry Insurance
Experience
The American Equity Underwriters June 2010 - Present
Liberty Mutual Insurance October 2008 - June 2010
USI Southwest July 2007 - October 2008
Skills
Underwriting, Liability Analysis, Claim Investigation, Claims Management, Insurance, Liability, Contract Negotiation, Public Liability, Legal Liability, General Insurance, Marketing, Claims Resolution, Claim, Workers Compensation, Property, Casualty Insurance, Litigation Management, Risk Management, Insurance Law, Professional Liability, Claims Handling, Commercial Insurance
Education
University of New Orleans 2001 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
The American Equity Underwriters June 2010 - Present
Liberty Mutual Insurance October 2008 - June 2010
USI Southwest July 2007 - October 2008
Skills
Underwriting, Liability Analysis, Claim Investigation, Claims Management, Insurance, Liability, Contract Negotiation, Public Liability, Legal Liability, General Insurance, Marketing, Claims Resolution, Claim, Workers Compensation, Property, Casualty Insurance, Litigation Management, Risk Management, Insurance Law, Professional Liability, Claims Handling, Commercial Insurance
Education
University of New Orleans 2001 — 2005
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Shannon Lane's USI Southwest Experience January 2006 - May 2008
Job Senior Account Manager at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. April 2014 - Present
Arthur J. Gallagher & Co. November 2012 - April 2014
Higginbotham & Associates May 2008 - November 2012
USI Southwest January 2006 - May 2008
Aon Consulting March 2002 - December 2006
Skills
Employee Benefits, Health Insurance, Benefits, Insurance, Group Benefits, Compliance, Disability Insurance, Health Savings Accounts, Life Insurance, Managed Care, COBRA, Claim, Critical Illness, Customer Service, Health, Healthcare
Education
Sam Houston State University 1992 — 1993
Arthur J. Gallagher & Co. April 2014 - Present
Arthur J. Gallagher & Co. November 2012 - April 2014
Higginbotham & Associates May 2008 - November 2012
USI Southwest January 2006 - May 2008
Aon Consulting March 2002 - December 2006
Skills
Employee Benefits, Health Insurance, Benefits, Insurance, Group Benefits, Compliance, Disability Insurance, Health Savings Accounts, Life Insurance, Managed Care, COBRA, Claim, Critical Illness, Customer Service, Health, Healthcare
Education
Sam Houston State University 1992 — 1993
Kyle Gammill's USI Southwest Experience April 2007 - April 2011
Job SAP BPC Team Lead at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2011 - Present
USI Southwest April 2007 - April 2011
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, Internal Controls, Budgets, New Business Development, Financial Modeling, Forecasting, Business Development, Business Planning, Variance Analysis, Insurance, SAP BPC, Process Improvement, Business Process..., Vendor Management, Sarbanes-Oxley, Brokers
Education
The University of Texas at Dallas 2003 — 2005
Master of Business Administration (MBA), Organizational Leadership
Baylor University 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
USI Insurance Services April 2011 - Present
USI Southwest April 2007 - April 2011
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, Internal Controls, Budgets, New Business Development, Financial Modeling, Forecasting, Business Development, Business Planning, Variance Analysis, Insurance, SAP BPC, Process Improvement, Business Process..., Vendor Management, Sarbanes-Oxley, Brokers
Education
The University of Texas at Dallas 2003 — 2005
Master of Business Administration (MBA), Organizational Leadership
Baylor University 1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Austin Parker's USI Southwest Experience 2010 - 2012
Job AGES Consulting, LLC
Industry Renewables & Environment
Experience
AGES Consulting 2012 - Present
Hastae Capitis Holdings, LLC 2012 - Present
USI Southwest 2010 - 2012
HealthSmart 2007 - 2010
A.G. Edwards May 2005 - May 2007
J to the A Car Wash July 1999 - June 2002
Skills
Mergers & Acquisitions, Mergers, Financial Modeling, Risk Management, Valuation, Business Development, Accounting, Consulting, Due Diligence, Employee Benefits, Finance, Financial Analysis, Leadership, Management, Organizational..., Private Equity, Renewable Energy, Sales, Strategic Planning, Strategy, Wealth Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Finance, Marketing & Entrepreneurial Management
Monterey High School
Trinity Christian School
AGES Consulting 2012 - Present
Hastae Capitis Holdings, LLC 2012 - Present
USI Southwest 2010 - 2012
HealthSmart 2007 - 2010
A.G. Edwards May 2005 - May 2007
J to the A Car Wash July 1999 - June 2002
Skills
Mergers & Acquisitions, Mergers, Financial Modeling, Risk Management, Valuation, Business Development, Accounting, Consulting, Due Diligence, Employee Benefits, Finance, Financial Analysis, Leadership, Management, Organizational..., Private Equity, Renewable Energy, Sales, Strategic Planning, Strategy, Wealth Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Finance, Marketing & Entrepreneurial Management
Monterey High School
Trinity Christian School
Eric Hirschler's USI Southwest Experience October 2009 - Present
Job Employee Benefits Consultant at USI
Industry Insurance
Experience
USI Southwest October 2009 - Present
American Administrative Group March 2001 - September 2008
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, Wellness, Healthcare, Customer Service, Disability Insurance, Sales, Underwriting, Managed Care, Life Insurance, Microsoft Excel
Education
Texas A&M University 1987 — 1990
BS, Biomedical Sciences
Wylie High School
Wylie High School
USI Southwest October 2009 - Present
American Administrative Group March 2001 - September 2008
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, Wellness, Healthcare, Customer Service, Disability Insurance, Sales, Underwriting, Managed Care, Life Insurance, Microsoft Excel
Education
Texas A&M University 1987 — 1990
BS, Biomedical Sciences
Wylie High School
Wylie High School
Chris Heck, CIC's USI Southwest Experience August 2009 - April 2011
Job Regional Vice President
Industry Insurance
Experience
Strategic Comp September 2012 - Present
ISN February 2011 - June 2012
USI Southwest August 2009 - April 2011
Aon Risk Services March 2007 - June 2009
Liberty Mutual Group July 2003 - March 2007
Skills
Property & Casualty..., Legal Liability, New Business Development, Insurance, Liability, Claim, Brokers, Commercial Insurance, Sales, General Insurance, Workers Compensation, Commercial Lines, Underwriting, Professional Liability
Education
Texas Tech University 1997 — 2000
B.B.A., Marketing
Strategic Comp September 2012 - Present
ISN February 2011 - June 2012
USI Southwest August 2009 - April 2011
Aon Risk Services March 2007 - June 2009
Liberty Mutual Group July 2003 - March 2007
Skills
Property & Casualty..., Legal Liability, New Business Development, Insurance, Liability, Claim, Brokers, Commercial Insurance, Sales, General Insurance, Workers Compensation, Commercial Lines, Underwriting, Professional Liability
Education
Texas Tech University 1997 — 2000
B.B.A., Marketing
Jim Braniff's USI Southwest Experience May 2008 - Present
Job Senior Vice President at USI Southwest
Industry Insurance
Experience
USI Southwest May 2008 - Present
Arthur J. Gallagher & Co. June 1988 - April 2008
Skills
Underwriting, Insurance, Risk Management, Mergers, Strategic Planning, Financial Analysis, Executive Management, New Business Development, Contract Negotiation, Process Improvement, Investments, Team Building, Due Diligence, Business Strategy, Negotiation, Financial Modeling, Real Estate, Credit, Budgets, Captives, Financial Reporting, Leadership Development, Business Planning
Education
St. Mary's University School of Law 1957 — 1963
BA, LLB, Economics, Law
St. Thomas High School 1953 — 1957
USI Southwest May 2008 - Present
Arthur J. Gallagher & Co. June 1988 - April 2008
Skills
Underwriting, Insurance, Risk Management, Mergers, Strategic Planning, Financial Analysis, Executive Management, New Business Development, Contract Negotiation, Process Improvement, Investments, Team Building, Due Diligence, Business Strategy, Negotiation, Financial Modeling, Real Estate, Credit, Budgets, Captives, Financial Reporting, Leadership Development, Business Planning
Education
St. Mary's University School of Law 1957 — 1963
BA, LLB, Economics, Law
St. Thomas High School 1953 — 1957
Morresa Shepherd's USI Southwest Experience August 2000 - Present
Job Account Executive at USI Southwest
Industry Insurance
Experience
USI Southwest August 2000 - Present
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Insurance, Legal Liability, Professional Liability, Brokers, Umbrella Insurance, Commercial Lines, Microsoft Office, Church Administration, Underwriting, Casualty, Health Insurance
Education
Texas Christian University 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Western Hills High School, Fort Worth, Texas
High School Diploma with Honors
USI Southwest August 2000 - Present
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Insurance, Legal Liability, Professional Liability, Brokers, Umbrella Insurance, Commercial Lines, Microsoft Office, Church Administration, Underwriting, Casualty, Health Insurance
Education
Texas Christian University 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Western Hills High School, Fort Worth, Texas
High School Diploma with Honors
Brandon Robinson's USI Southwest Experience December 2011 - Present
Job Benefits Consultant at USI Southwest
Industry Insurance
Experience
USI Southwest December 2011 - Present
Strategic Employee Benefit Services July 2008 - November 2011
Acme Brick 1998 - 2005
Skills
Employee Benefits, Employee Relations, Succession Planning, Benefits Administration, Performance Management, HRIS, Deferred Compensation, Human Resources, Recruiting, Payroll, Coaching, Team Building, Training, Insurance, Talent Management, Sales, Organizational..., Strategic Planning, Talent Acquisition, Account Management
Education
Hardin-Simmons University 1992 — 1995
Marketing
USI Southwest December 2011 - Present
Strategic Employee Benefit Services July 2008 - November 2011
Acme Brick 1998 - 2005
Skills
Employee Benefits, Employee Relations, Succession Planning, Benefits Administration, Performance Management, HRIS, Deferred Compensation, Human Resources, Recruiting, Payroll, Coaching, Team Building, Training, Insurance, Talent Management, Sales, Organizational..., Strategic Planning, Talent Acquisition, Account Management
Education
Hardin-Simmons University 1992 — 1995
Marketing
Becky Shuman's USI Southwest Experience Team Manager / Account ExecutiveArthur J Gallagher Risk Management Services, Inc1997 - 2008
Job Account Executive at USI Southwest
Industry Insurance
Experience
USI Southwest Team Manager / Account ExecutiveArthur J Gallagher Risk Management Services, Inc1997 - 2008
Education
Sam Houston State University 1976 — 1980
Bachelor of Arts
USI Southwest Team Manager / Account ExecutiveArthur J Gallagher Risk Management Services, Inc1997 - 2008
Education
Sam Houston State University 1976 — 1980
Bachelor of Arts
Katie Gaudet's USI Southwest Experience August 1999 - March 2010
Job Assoc. Marketing Account Executive at McGriff. Seibels & Williams of Texas, Inc.
Industry Insurance
Experience
McGriff. Seibels & Williams of Texas, Inc. March 2010 - Present
USI Southwest August 1999 - March 2010
Skills
Health Insurance, Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Health Savings Accounts, Workers Compensation, Casualty, Professional Liability, Commercial Lines, Liability, Account Management
Education
University of New Orleans 1998 — 2002
Bachelors, General
McGriff. Seibels & Williams of Texas, Inc. March 2010 - Present
USI Southwest August 1999 - March 2010
Skills
Health Insurance, Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Health Savings Accounts, Workers Compensation, Casualty, Professional Liability, Commercial Lines, Liability, Account Management
Education
University of New Orleans 1998 — 2002
Bachelors, General
Shannon Carol's USI Southwest Experience October 2011 - Present
Job Senior Account Manager at USI Southwest
Industry Insurance
Experience
USI Southwest October 2011 - Present
Mullis Newby Hurst, LP April 2006 - September 2011
Skills
Commercial Insurance
Education
The University of Texas at Dallas 1998 — 2003
Bachelors of Arts, Interdiscipilnary Studies (focus on Environmental Studies)
USI Southwest October 2011 - Present
Mullis Newby Hurst, LP April 2006 - September 2011
Skills
Commercial Insurance
Education
The University of Texas at Dallas 1998 — 2003
Bachelors of Arts, Interdiscipilnary Studies (focus on Environmental Studies)
Michele Ali's USI Southwest Experience January 2007 - April 2010
Job Carrier Payable Specialist at USI Southwest
Industry Insurance
Experience
USI Southwest January 2007 - April 2010
Gulf States Laundry Machinery April 2006 - January 2007
Segler Enterprises April 2005 - March 2006
LSR Management December 2001 - March 2005
Eubank and Company September 1997 - December 2001
Education
Sam Houston State University
Bachelor of Business Administration, Accounting
USI Southwest January 2007 - April 2010
Gulf States Laundry Machinery April 2006 - January 2007
Segler Enterprises April 2005 - March 2006
LSR Management December 2001 - March 2005
Eubank and Company September 1997 - December 2001
Education
Sam Houston State University
Bachelor of Business Administration, Accounting
Jennifer Flake's USI Southwest Experience February 2011 - July 2013
Job Vice President/Transportation Broker at Southwest Risk, LP
Industry Insurance
Experience
Southwest Risk May 2015 - Present
AmWINS Group July 2013 - May 2015
USI Southwest February 2011 - July 2013
Hub International March 2009 - February 2011
Liberty Mutual August 2006 - February 2009
Liberty Mutual Insurance March 2003 - August 2006
Skills
Property & Casualty..., Insurance, New Business Development, Management, Marketing, Underwriting, Workers Compensation, Employee Benefits, Sales, Casualty
Education
East Tennessee State University 1994 — 1997
BBA, Business Management
Southwest Risk May 2015 - Present
AmWINS Group July 2013 - May 2015
USI Southwest February 2011 - July 2013
Hub International March 2009 - February 2011
Liberty Mutual August 2006 - February 2009
Liberty Mutual Insurance March 2003 - August 2006
Skills
Property & Casualty..., Insurance, New Business Development, Management, Marketing, Underwriting, Workers Compensation, Employee Benefits, Sales, Casualty
Education
East Tennessee State University 1994 — 1997
BBA, Business Management
Kim Renken's USI Southwest Experience June 2002 - Present
Job Senior Account Executive at USI Southwest
Industry Insurance
Experience
USI Southwest June 2002 - Present
Frank Crystal & Company November 1997 - June 2002
Skills
Insurance, Account Management, Health Insurance, New Business Development, Customer Service, Sales, General Insurance
Education
University of Central Oklahoma 1983 — 1985
New Mexico Junior College 1982 — 1983
USI Southwest June 2002 - Present
Frank Crystal & Company November 1997 - June 2002
Skills
Insurance, Account Management, Health Insurance, New Business Development, Customer Service, Sales, General Insurance
Education
University of Central Oklahoma 1983 — 1985
New Mexico Junior College 1982 — 1983
Myrna Cortez's USI Southwest Experience October 2014 - July 2015
Job Commercial Lines Account Manager
Industry Insurance
Experience
JSB Insurance Agency July 2015 - Present
USI Southwest October 2014 - July 2015
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Casualty Insurance, Liability, General Insurance, Underwriting, Workers Compensation, Umbrella Insurance, Insurance
Education
El Paso Community College
JSB Insurance Agency July 2015 - Present
USI Southwest October 2014 - July 2015
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Casualty Insurance, Liability, General Insurance, Underwriting, Workers Compensation, Umbrella Insurance, Insurance
Education
El Paso Community College
Amy Hindman's USI Southwest Experience June 2013 - Present
Job MPS Sr. Account Manager at USI Southwest
Industry Insurance
Experience
USI Southwest June 2013 - Present
Scarbrough-Medlin & Associates, Inc April 2012 - May 2013
BSB Insurance Agency December 2011 - April 2012
USI Insurance Services January 2008 - September 2011
Compass Insurance May 1999 - November 2005
Skills
Sagitta, NexSure, Account Management, Commercial Insurance, Customer Service, Property & Casualty..., D&O, Professional Liability, Commercial Lines, Employment Practices..., General Liability, Umbrella, Workers Compensation, Inland Marine, Brokers, Legal Liability, Casualty, Umbrella Insurance, Health Insurance, Underwriting, Liability, Excess, Employee Benefits, General Insurance
Education
The University of Texas at Austin 1981 — 1982
MBA, Business
Centenary College of Louisiana 1976 — 1980
B.A., Christian Education
USI Southwest June 2013 - Present
Scarbrough-Medlin & Associates, Inc April 2012 - May 2013
BSB Insurance Agency December 2011 - April 2012
USI Insurance Services January 2008 - September 2011
Compass Insurance May 1999 - November 2005
Skills
Sagitta, NexSure, Account Management, Commercial Insurance, Customer Service, Property & Casualty..., D&O, Professional Liability, Commercial Lines, Employment Practices..., General Liability, Umbrella, Workers Compensation, Inland Marine, Brokers, Legal Liability, Casualty, Umbrella Insurance, Health Insurance, Underwriting, Liability, Excess, Employee Benefits, General Insurance
Education
The University of Texas at Austin 1981 — 1982
MBA, Business
Centenary College of Louisiana 1976 — 1980
B.A., Christian Education
Laurie Drews's USI Southwest Experience July 1998 - May 2000
Job Educational Therapist at Covenant Christian Academy
Industry Education Management
Experience
Covenant Christian Academy September 2007 - Present
USI Southwest July 1998 - May 2000
Schiff Kreidler Shell, Inc. January 1997 - July 1998
Benefit Plan Concepts, Inc. September 1995 - January 1997
Education
Regent University 2009 — 2014
Masters, Educational Therapy
Texas A&M University 1992 — 1995
B.S., Psychology
Covenant Christian Academy September 2007 - Present
USI Southwest July 1998 - May 2000
Schiff Kreidler Shell, Inc. January 1997 - July 1998
Benefit Plan Concepts, Inc. September 1995 - January 1997
Education
Regent University 2009 — 2014
Masters, Educational Therapy
Texas A&M University 1992 — 1995
B.S., Psychology
Bill Gellhausen's USI Southwest Experience May 2015 - Present
Job Regional Surety Practice Leader at USI Southwest
Industry Construction
Experience
USI Southwest May 2015 - Present
Skills
CPA, CCIFP, AFSB
Education
The University of Texas at San Antonio 1992 — 1998
Master of Business Administration (MBA), Finance, General
St. Mary's University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
USI Southwest May 2015 - Present
Skills
CPA, CCIFP, AFSB
Education
The University of Texas at San Antonio 1992 — 1998
Master of Business Administration (MBA), Finance, General
St. Mary's University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
John Braniff Jr's USI Southwest Experience May 2008 - Present
Job Sr. Vice President at USI Southwest
Industry Insurance
Experience
USI Southwest May 2008 - Present
Skills
Strategic Planning, Contract Negotiation, Management, Negotiation, Team Building, New Business Development, Business Development, Financial Analysis, Marketing Strategy, Business Planning, Enterprise Risk...
Education
The University of Texas at Austin
USI Southwest May 2008 - Present
Skills
Strategic Planning, Contract Negotiation, Management, Negotiation, Team Building, New Business Development, Business Development, Financial Analysis, Marketing Strategy, Business Planning, Enterprise Risk...
Education
The University of Texas at Austin
Kathy Macfie's USI Southwest Experience 2011 - 2014
Job Account Executive at USI Southwest
Industry Insurance
Experience
USI Southwest 2011 - 2014
Hub Internatiomal RIgg 1998 - 2011
Cadenhead Shreffler Insurance 1996 - 1998
Skills
Brokers, Commercial Insurance, Property & Casualty..., Insurance, Underwriting, Professional Liability, Casualty
Education
Geneva College
English Language and Literature/Letters, 3.5
USI Southwest 2011 - 2014
Hub Internatiomal RIgg 1998 - 2011
Cadenhead Shreffler Insurance 1996 - 1998
Skills
Brokers, Commercial Insurance, Property & Casualty..., Insurance, Underwriting, Professional Liability, Casualty
Education
Geneva College
English Language and Literature/Letters, 3.5