Wells Fargo Insurance Services
Wells Fargo Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Insurance Services Salaries. You can even request information on how much does Wells Fargo Insurance Services pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Insurance Services directly from the past employees.
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1,994 Wells Fargo Insurance Services employees in database. Find out everything there's to know about Wells Fargo Insurance Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Insurance Services Employees
Wells Fargo Insurance Services July 2014 - Present
Azusa Pacific University January 2013 - Present
Wells Fargo Insurance Services June 2013 - August 2013
Legacy Full Circle Financial & Insurance Services August 2012 - May 2013
Zumiez August 2010 - October 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Visio, Visio, Customer Service, Analysis, Marketing, Teamwork
Education
Azusa Pacific University 2009 — 2014
Bachelor of Science in Finance, Cum Laude
Universitat Pompeu Fabra 2012 — 2012
Business and Culture Study Abroad Program
MMIS, Inc. November 2014 - Present
PHH Arval June 2012 - September 2014
Wireless Matrix November 2011 - May 2012
CSC April 2011 - October 2011
Lockheed Martin Information Technology April 2010 - December 2010
JetBlue Airways October 2009 - April 2010
Verizon Telecom September 2008 - October 2009
Cognizant Technology Solutions April 2006 - August 2008
Wells Fargo Insurance Services May 2005 - April 2006
Comerica Bank December 2004 - May 2005
Skills
QTP, Quality Center, SDLC, Test Planning, Agile Methodologies, VBScript, SoapUI, LoadRunner, Selenium, Performance Center, Test Automation, Quality Assurance, ALM, JIRA, Confluence, IBM BPM, JavaScript, .NET, XML, Oracle, DB2, Unix, Flex, Dreamweaver, Adobe Acrobat, UML, RUP, XML Spy, CMMI, Agile, MS Office Suite, MS Project, Rational Requisite Pro, VBA, Visual Basic, HTML + CSS, InDesign, Adobe LiveCycle Designer, User Acceptance Testing, Test Cases, Manual Testing, Visio, PL/SQL, Documentation, Requirements Analysis, Business Analysis, ClearCase, Project Management, Java/J2EE, Testing
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Interdisciplinary - Information Systems & Enterprise Risk Management
Illinois Institute of Technology 2005 — 2007
MS, Computer Engineering (Dept. of Electrical Engineering)
Andhra University 1996 — 2000
BS, Electrical and Electronics Engineering
Andhra Pradesh Technical Education and Training 1992 — 1995
Diploma, Electrical and Electronics Engineering
Palmer Insurance Brokers March 2014 - Present
Kibble & Prentice January 2011 - November 2012
Wells Fargo Insurance Services September 2010 - October 2011
Conover Insurance December 2007 - November 2010
Conover Insurance December 2007 - August 2008
Qualstar Credit Union July 2007 - December 2007
Skills
Sales, Property & Casualty..., Directors & Officers..., Umbrella Insurance, Homeowners Insurance, Inland Marine, Insurance, Quote Preparation, Proposal Writing, Executive Calendar..., Loss Prevention..., Social Media Marketing, Customer Service, Brokers, Endorsements, Certificates Of..., Claims Handling, Risk Assessment, Multi-line Phone, Supply Management, Employee Training, Real Estate Insurance, Commercial Insurance
Education
Bellevue College 2009 — 2009
Associates, Marketing
Bellevue College 2010 — 2010
Certificate, Insurance Specialist
Cascadia Community College 2008 — 2009
Marketing
Western Washington University
Pinney Insurance Center, Inc October 2013 - Present
Pinney Insurance Center, Inc August 2011 - October 2013
Wells Fargo Insurance Services April 2007 - August 2008
Crump Insurance July 1999 - April 2007
Sitzmann Morris & Lavis June 1998 - May 1999
The Guardian Life Insurance Company of America January 1992 - May 1998
Skills
Underwriting, Case Managment, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Risk Management, Disability Insurance, Small Business
Education
American River College 2009 — 2012
Child Development
Lindsay Window & Door LLC September 2015 - Present
Ameristar Mfg Inc June 2015 - August 2015
Ameristar Mfg Inc January 2015 - July 2015
Project Management Institute of Minnesota (PMI-MN) June 2014 - November 2014
Wells Fargo Insurance Services September 2012 - November 2014
Mugeo Elementary School February 2010 - August 2011
Korean Army February 2002 - February 2004
Skills
Microsoft Office, Accurate Data Entry, Marketing, Business Analysis, Market Research, Software Documentation, Project Management, Customer Satisfaction, User Acceptance Testing, Manual Testing, Test Automation, Language Teaching, Internet, SQL, Quality Center, ALM, QTP, SDLC, Strategy, Leadership
Education
Hamline University 2012 — 2013
Master's degree, MBA (Master of Business Administration), 3.34
Youngsan University 2003 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.67
American Institute of Technical Education 2014 — 2014
Software Testing/QA, Computer Software Testing
Center City Suites Corporate Housing July 2015 - Present
AdvoCare September 2014 - Present
Hamilton Edwards Health Benefit Partners February 2014 - July 2015
MyFitnessWorld February 2013 - June 2015
5LINX Enterprises Inc. May 2010 - May 2014
Wells Fargo Insurance Services October 2010 - February 2014
Advanced Body Soultions October 2011 - February 2013
Verizon Wireless April 2009 - August 2010
Skills
Leadership, Entrepreneurship, Teamwork, Sales, Team Building, Lead Generation, Customer Service, Management, Small Business, Strategic Planning, Sales Process, Recruiting, Direct Sales, Creative Problem Solving, Personal Training, Cold Calling, Great Motivator, Building Relationships, Time Management, Persistence, Team Mentoring, Nutrition, Customer Retention, Change Leadership, Employee Benefits, Insurance, Health Insurance, Defined Contribution
Education
State University of New York College at Brockport 2005 — 2008
BS, Marketing, AACSB
Alfred University 2004 — 2005
Varsity Football, General Education
Online Trading Academy
Professional FOREX Trader, FOREX Trading
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Securities April 2006 - January 2013
Wells Fargo Bank July 2000 - April 2006
Skills
Risk Assessment, Financial Risk, Analysis, Strategy, Financial Services, Due Diligence, Risk Management, Mergers & Acquisitions, CRM, Investments, Operational Risk..., Enterprise Risk..., Process Improvement, Sarbanes-Oxley Act, Operational Risk, Securities, Internal Controls, Vendor Management..., Insurance, Fixed Income, Equities, Compliance, Leadership, AML, Series 7, Investment Banking, Credit Risk, Cash Management, Capital Markets, Finance, Derivatives, Wealth Management
Education
University of Saint Thomas 1995 — 2002
Bachelor of Science
Andrews University 1981 — 1983
University of Minnesota Physicians August 2015 - Present
Retina Center PA January 2015 - August 2015
Retina Center PA March 2014 - August 2015
Wells Fargo Insurance Services November 2013 - January 2014
Indecomm Global Services April 2013 - November 2013
Wells Fargo Home Mortgage October 2011 - April 2013
Skills
Biomedical Devices, Medical Terminology, Optical Coherence..., Medical Scribe, Clinical Trials, Reporting & Analysis, Banking, Mortgage Lending, CAPA, FMEA, Mortgage Banking, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Access, Outlook, Process Improvement, Credit Analysis, Management, Quality Control, Filing, Organization, Hand Tools, Phone Etiquette, Email Clients, Conference Coordination, Telecommuting, Soldering, Administration, Data Entry, Medical Devices, Quality Assurance, Teamwork, Clinical Research, Documentation, PowerPoint, Healthcare, Customer Satisfaction, Time Management, Cross-functional Team..., Marketing Strategy
Education
Anoka Ramsey Community College
Biomedical Technology, Biomedical Technology/Technician
North Dakota State University
Bachelors of Science, Business Administration, Management and Operations
Wells Fargo Insurance Services December 2013 - Present
LIVE IN PEACE Non-Profit Organization December 2011 - Present
Bay Area Dream Center 2009 - Present
RAFA 2006 - Present
Wells Fargo Insurance Services USA March 2008 - December 2013
TEU ELECTRIC 2009 - 2013
Community Outreaches EPA 2006 - 2012
Young Life 2006 - 2008
Young Life 2006 - 2008
Skills
Non-profits, Public Speaking, Event Planning, Mentoring, Customer Relations, Customer Service, Team Building, Microsoft Word, Strategic Planning, Nonprofits, Account Management, Management, Marketing, Coaching, Social Networking, Team Leadership, Outlook, Fundraising, Youth Mentoring, Insurance Brokerage
Education
American InterContinental University
Business Administration, Management and Operations
Logan County June 2011 - Present
Wells Fargo Insurance Services February 2006 - June 2011
Education
Ashford University 2010 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Marshall University 1991 — 1992
Southern West Virginia Community and Technical College 1989 — 1991
Associate of Arts (A.A.), Communication and Media Studies
Hylant Cincinnati April 2013 - July 2015
Galen College of Nursing January 2012 - February 2013
Wells Fargo Insurance Services July 2000 - February 2011
Anthem May 1995 - December 1999
Skills
Microsoft Office 2003,..., Excel, Power Point,..., Employee Benefits, Dentistry, LTD, Insurance, Underwriting, Customer Service, STD, Workers Compensation, Medicare, Health Savings Accounts, Benefits Administration, Claim, Account Management, Life Insurance, Healthcare, Sales, Strategic Planning, Sales Management, Negotiation, Marketing, BenefitPoint, FormFire, Management, Brokers, Disability Insurance, Health Insurance, Term Life Insurance, Team Building, Long-term Care, Managed Care, Leadership
Education
Galen College of Nursing-Cincinnati 2012 — 2013
ASN, Nursing
University of Cincinnati 1987 — 1989
AAB, Business Management
Greenhills High School 1983 — 1987
Dipolma, College Prep
Lockton Companies August 2015 - Present
Wells Fargo Insurance Services March 2014 - August 2015
Wells Fargo Insurance Services December 2007 - March 2014
Arthur J. Gallagher and Co. May 2006 - December 2007
Skills
Property & Casualty..., Commercial Insurance, Liability, Commercial Lines, Casualty, Umbrella Insurance, Legal Liability, General Insurance, Insurance, Professional Liability, Workers Compensation, Casualty Insurance, Claim
Education
Appalachian State University 2003 — 2006
Bachelor of Science (BS), Risk and Insurance / Finance and Banking
John Carroll University 2002 — 2003
Wells Fargo Insurance Services September 2015 - Present
Tonya Kinsey Photography January 2012 - Present
Johnson & Bryan September 2008 - September 2015
Manhattan Associates July 2008 - September 2008
Ready Jet Go Airlines December 2007 - July 2008
Dun & Bradstreet March 1993 - July 2007
Skills
Graphic Design, Web Design, Photography, Property & Casualty..., Customer Service, Insurance, Marketing, Sales, New Business Development, Newsletters
Education
Art Institute of Pittsburgh 2007 — 2011
Associates, Web Design and Interactive Media, 4.0 of 4.0 GPA
Wells Fargo Insurance Services March 2015 - Present
HealthPartners April 2014 - March 2015
HealthPartners January 2011 - March 2015
HealthPartners December 2007 - December 2010
HealthPartners April 2004 - November 2006
Skills
Health Insurance, Medicare, Healthcare, Managed Care, Hospitals, Medicaid, Sales, Provider Relations, Healthcare Industry, Program Development, Epic Systems, Healthcare Management, Insurance, PowerPoint, Microsoft Excel, Process Improvement, Program Implementation, Sales Presentations, Account Management, Customer Service, Benefits Design, Microsoft CRM, Selling, Claims Resolution, Employee Benefits, Open Enrollment, Project Management, Microsoft Office, CRM, Training
Education
Augsburg College 2014 — 2017
MAL, Organizational Leadership
Augsburg College 2008 — 2013
Bachelor of Arts (B.A.), Major: Business Marketing Minor: Accounting
The Seattle Times May 2015 - July 2015
Arizona State University August 2014 - May 2015
MicroCorp May 2013 - May 2014
Mother Nature Network August 2012 - April 2013
The Red & Black Newspaper April 2012 - August 2012
The Red & Black Newspaper September 2010 - April 2012
Ampersand Magazine August 2011 - December 2011
Wells Fargo Insurance Services July 2010 - July 2010
Skills
New Media, Journalism, Google Analytics, Digital Media, InDesign, SEO, Photoshop, Digital Journalism, Editing, Copy Editing, Editorial, Newspapers, Newsletters, Marketing, Infographics, Video Production, Premiere, Drupal, Blogging Software, Social Media Integration, Creative Content..., Digital Marketing, Telecommunications, Content Management, Bass Guitar, Self-starter, Deadline Driven
Education
Arizona State University 2014 — 2015
Master's Degree, Mass Communications Business Journalism specialization, 3.8/4.0
The University of Georgia 2008 — 2012
Bachelor of Arts in Journalism (A.B.J.), Mass Media Arts, 3.59/4.0
Wells Fargo Insurance Services March 2001 - Present
Rio Grande Council of Governments November 1994 - April 2001
Skills
Property & Casualty..., Underwriting, Professional Liability, Commercial Insurance, Insurance, Employment Practices..., Casualty, Brokers, D&O, Legal Liability, Workers Compensation, Health Insurance
Education
Angelo State University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
FELICIAADEOYE COM INC January 2015 - Present
Sacred Vessel Counseling Services June 2005 - Present
BKLA Coffee 2014 - Present
Time Warner Cable November 2011 - Present
Wells Fargo Insurance Services August 2010 - November 2011
Skills
Banking, Credit, Process Improvement, Risk Management, Underwriting, Financial Analysis, Business Analysis, Access, Credit Analysis, Insurance, Vendor Management, Financial Modeling, Microsoft Excel, Microsoft Office, Time Management, Management, Microsoft Word, Leadership, Team Building, Customer Service, Budgets
Education
Institute for Integrative Nutrition 2005 — 2005
Nutritional Counseling Certfication, Foods, Nutrition, and Wellness Studies, General
Baruch College 1997 — 2003
Bachelor of Business Administration (B.B.A.), Finance
NWN IT October 2012 - Present
Portamedic September 1998 - Present
Wells Fargo Insurance Services April 2006 - November 2009
Benefit Risk Management Services 2005 - 2006
Strategic Employee Benefit Services 2004 - 2005
LifeMasters June 2000 - August 2004
SmithKline Beecham/Quest Diagnostics 1996 - 1998
Skills
CompTIA A+ Certification, CompTIA Network +..., Windows 7, Active Directory, California State..., Life Agent License #..., Microsoft Office, Microsoft XP/Vista/7, Building Computers, Computer Repair, Maintaining Network, Computer Hardware, Virus Removal, PC Optimization, CompTIA, Laptops, Outlook, Troubleshooting, Windows, Data Entry
Education
TechSkills of Sacramento 2011 — 2012
PC and Network Technology Program, Information Technology, 3.9
American River College
Computer Science
Heffernan Insurance Brokers August 2014 - Present
Wells Fargo Insurance Services March 2012 - August 2014
Wells Fargo Insurance Services March 2010 - March 2012
Wells Fargo Insurance Services March 2006 - March 2010
Nordstrom July 2004 - January 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Commercial Lines, Brokers
Education
Arizona State University 2001 — 2003
Bachelor of Arts (BA), Communication, General
Scottsdale Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Communication, General
J. Smith Lanier & Co. February 2013 - Present
Wells Fargo Insurance Services February 2003 - February 2013
Educators Mutual Life November 1998 - November 2002
Mid South Insurance Co December 1990 - November 1998
Skills
Employee Benefits, Health Insurance, Group Benefits, Dental, Underwriting, Benefits, Insurance, Brokers, Managed Care, Reinsurance, Account Management, Vendor Relations
Education
Baylor University 1979 — 1984
BA, Communications
Ball High School - Galveston, Texas 1976 — 1979
Anthem June 2013 - Present
Wells Fargo Insurance Services March 2011 - May 2013
Optima Health November 2006 - March 2011
Sentara Healthcare October 2003 - November 2006
Sentara Healthcare May 2002 - October 2003
Albemarle Hospital December 2001 - May 2002
Virginia Department of Health October 2000 - December 2001
Skills
Strategic Planning, Health Insurance, Account Management, Employee Benefits, Conflict Resolution, New Business Development, Community Outreach, Program Management, Sales Operations, Healthcare, Team Building, Outlook, Medicare, Insurance, Public Speaking, Leadership Development, Customer Satisfaction, Training, Customer Service, Management, Leadership, Selling, Marketing Communications, Marketing, Sales, Marketing Strategy, Sales Management, Team Leadership, Health Savings Accounts, Process Improvement, Customer Retention
Education
Appalachian State University
BS, Health Promotion, Nutrition
University of North Carolina at Chapel Hill
Graduate Certificate, Management Academy of Public Health
McGriff, Seibels & Williams March 2015 - Present
Wells Fargo Insurance Services December 2013 - March 2015
Wells Fargo Insurance Services March 2010 - December 2013
Willis September 2005 - March 2010
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Workers Compensation, Insurance, Brokers, Excess, D&O, Employment Practices..., Professional Liability, General Insurance, Liability, Casualty, Legal Liability, Commercial Lines, Umbrella Insurance, Reinsurance, Risk Management, Claim, Claims Management
Education
Armstrong Atlantic State University
Economics
Wells Fargo Insurance Services January 2012 - Present
Nationwide Insurance June 2010 - July 2011
Skills
Public Speaking, Customer Service, Management, Team Building, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, Outlook, Leadership, Sales
Education
University of North Carolina at Charlotte 2007 — 2010
Bachelor of Arts, Communications in Mass Media
Appalachian State University 2004 — 2007
Construction Technology
The Trusted Cloud Company January 2014 - Present
Origin Holdings August 2010 - Present
Wells Fargo Insurance Services October 2010 - October 2010
Corporate Business Solutions April 2006 - July 2010
Ames Taping Tools May 2004 - March 2006
Georgia Personnel Services July 2003 - May 2004
Westside High School January 1999 - December 2001
Skills
Translation, Compliance, Benefits, Payroll, Employee Benefits, Compensation, Bilingual-Spanish, Onboarding, Human Resources, Deferred Compensation, Benefits Administration, Interviews, Screening, HRIS, Management, Temporary Placement, Training, Recruiting, FMLA, Leadership, Customer Service, CRM, Screening Resumes, Employee Relations, Open Enrollment, Background Checks, College Recruiting, Employee Engagement, Workforce Planning, New Hire Orientations, Talent Management, Succession Planning, Job Descriptions, Internet Recruiting, Employee Handbooks, Performance Management, HR Policies, Personnel Management, Talent Acquisition
Education
UOP 2005 — 2007
MBA, Human Resources
University of Phoenix 2005 — 2007
M.B.A, Human Resource Management
Augusta State University 1996 — 1998
B.A, Spanish
Wells Fargo Insurance Services November 2012 - Present
Chernoff Diamond June 2007 - November 2012
Skills
Writing, Communication, Microsoft Technologies, COBRA, Customer Service, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Microsoft Office, Open Enrollment, Disability Insurance, FMLA, Brokers, Benefits Administration, Human Resources, Term Life Insurance, Flexible Spending..., Healthcare
Education
Adelphi University 2003 — 2007
Bachelor's degree, Human Resources Management and Services
Wells Fargo Insurance Services November 2010 - Present
Marsh October 1994 - November 2010
AIG October 1988 - July 1992
Skills
Property & Casualty..., Professional Liability, Commercial Insurance, Underwriting, Casualty, Brokers, Liability, Insurance, Workers Compensation, D&O, Legal Liability, Claim, Reinsurance, Employment Practices..., Captives
Education
Allegheny College 1983 — 1987
Bachelor of Arts, History & English
University of London 1985 — 1985
BA, History & Shakespeare, Junior - undergraduate
Turpin High School 1979 — 1983
Wells Fargo Insurance Services February 2011 - Present
Cleveland Society for Human Resource Management 2008 - 2011
Marsh USA Inc. July 1991 - November 2010
Ohio Air National Guard September 1984 - August 1999
Skills
Risk Management, D&O, Commercial Lines, Umbrella Insurance, General Insurance, Claim, Employee Benefits, Health Insurance, Business Development, Negotiation, Disability Insurance, Property, Mergers, Commercial Insurance, Mergers & Acquisitions
Education
Ashland University 1987 — 1989
BSBA, Finance
The Ohio State University 1985 — 1987
Business Administration
Wells Fargo Insurance Services October 2013 - Present
Heffernan Group January 2012 - September 2013
Aon Consulting September 1998 - January 2012
Prudental Healthcare Insurance Company March 1996 - September 1998
CIGNA Health Care Company July 1994 - March 1996
Skills
HIPAA, COBRA, Compliance, Financial Analysis, Health Insurance, Insurance, Employee Benefits, Benefits Administration, Underwriting, Claim, Leadership, Health Savings Accounts, Disability Insurance, ERISA, Workers Compensation, Defined Benefit
Education
Arizona State University 1990 — 1994
Bachelors of Science, Accounting, Business Administration
Wells Fargo Insurance Services Human Resouces ManagerParsons BrinckerhoffFebruary 1998 - November 2006
Education
New School University
MS, Organizational Development
Baruch College
BBA, Human Resources Management
CAMC May 2010 - August 2010
CAMC August 2008 - May 2010
The Buckle September 2007 - August 2008
Wells Fargo Insurance Services September 2004 - August 2007
Skills
Medical Terminology, Customer Service, Sales Management
Education
Carver Career Center 2013 — 2015
Cosmetology, Barber/Styling, and Nail Instructor, A
West Virginia State University 2003 — 2004
Art Education
Riverside High School 2001 — 2003
Diploma, Art
Wells Fargo Insurance Services January 1997 - Present
ABD Insurance Services 1997 - 2007
Jardine Insurance Brokers-Central California 1988 - 1997
Jardine Emmett and Chandler- Santa Clara January 1985 - January 1988
Jardine Insurance Brokers 1982 - January 1985
L.B Warner 1976 - 1982
Skills
Agribusiness and..., Wineries, Distributors, Manufacturers, Insurance, Property & Casualty..., Manufacturing, Workers Compensation, Sales, Casualty, Umbrella Insurance, Risk Assessment, Brokerage, Claim, Underwriting, Employment Practices..., General Insurance, Health Savings Accounts, Commercial Insurance, Health Insurance, Middle Market, Risk Management, Reinsurance, Enterprise Risk..., Life Insurance, Excess, Legal Liability, Claims Management, Risk Analysis, Liability, Captives, Commercial Lines, Brokers, Financial Risk, Employee Benefits, Casualty Insurance
Education
Marquette University 1967 — 1969
BA, History
Bates College 1964 — 1967
Biology
Marsh March 2014 - Present
Aon 2011 - 2014
Wells Fargo Insurance Services November 2008 - February 2010
Moreton & Company 2006 - 2008
Marsh 2000 - 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA
Weber State University
BS
Wells Fargo Insurance Services November 2010 - Present
Robert Half International June 2009 - November 2010
City of Escondido January 2005 - January 2009
Skills
Technical Support, Troubleshooting, Microsoft Office, System Administration, Windows 7, Windows Server, Purchasing Processes, Photography, Windows Server 2012, Computer Hardware, Customer Service, Software Documentation, Software Installation, XP, Data Entry, Microsoft Word, Training, Analysis, Maintenance & Repair, Fundraising, Outlook, Windows, Office Equipment, Ten Key, Windows XP, Laser Printers, Video Editing, Videography, Sony Vegas
Education
Folsom Lake College 2009 — 2013
Associate of Arts (AA), Psychology
Folsom Lake College 2009 — 2013
Associate of Arts (AA), Social & Behavioral Sciences
American River College
Certificate, Network Administration Essentials
Wells Fargo Insurance Services July 2010 - Present
Wachovia, A Wells Fargo Company 1999 - 2009
Wachovia, A Wells Fargo Company 1998 - 1999
Wachovia, A Wells Fargo Company 1995 - 1998
Travelers 1991 - 1995
Coopers & Lybrand 1988 - 1991
Arthur Andersen May 1987 - January 1988
U.S. Coast Guard October 1980 - September 1985
Skills
Strategy, Leadership, Risk Management, Program Management, Process Improvement, Management, Training
Education
American International College
BSBA, Accounting, Information Technology
Wells Fargo Insurance Services October 1993 - Present
Davis Baldwin 1993 - 2010
Skills
Risk Management, Property & Casualty..., Underwriting, Commercial Insurance, Insurance, Liability, Executive Management, Legal Liability, Casualty, Workers Compensation, Professional Liability, Investments, CPCU, Loans, Business Analysis, General Insurance, Financial Services, Umbrella Insurance, Commercial Lines, Health Insurance, Financial Risk
Education
Abilene Christian University 2009 — 2010
Graduate Certificate, Conflict Resolution
University of Missouri-Saint Louis 1971 — 1976
BS, Business Administration
Sophos January 2015 - Present
GreenPages Technology Solutions November 2010 - January 2015
CloudBlue Technologies, an Ingram Micro company (Formerly Nextend, LLC) 2009 - 2010
MicroStrategy 2008 - 2009
Wells Fargo Insurance Services 2003 - 2008
Education
Amherst College 1994 — 2000
B.A. English Literature, English Language and Literature, General
Ramapo High School
Diploma
Shepherd Insurance LLC April 2014 - Present
Wells Fargo Insurance Services August 1988 - November 2013
Skills
Sales, Insurance, Property & Casualty..., Customer Service, Commercial Insurance, Health Insurance, Life Insurance, Marketing, Workers Compensation, Brokers, General Insurance
Education
Ball State University
Richmond High School, Ball State University
Alcoa Senior Customer Service and Sales RepresentativeAlcoaApril 2013 - Present
Arthur J. Gallagher & Co. October 2012 - April 2013
Wells Fargo Insurance Services July 2011 - October 2012
Liberty Mutual Insurance December 2005 - March 2009
Wellmark Blue Cross and Blue Shield October 2000 - May 2004
Skills
Certified Insurance..., Insurance, Account Management, Sales
Education
Ashford University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Human Resources, 3.92
Ashford University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, 4.0
Adams State University 2007 — 2009
Associate's degree, Business, 4.0
Marsh & McLennan Agency LLC - Midwest Region October 2013 - Present
Wells Fargo Insurance Services August 2010 - October 2013
Buckner & Associates, Inc. October 2001 - August 2010
Skills
Property & Casualty..., Insurance, Workers Compensation, Employment Practices..., Inland Marine, D&O, General Liability, Fiduciary Liability, 831 (b) Captives
Education
Ball State University 1997 — 2001
BA, Telecommunications
Centerville High School 1994 — 1997
Lighthouse Group 2010 - Present
Wells Fargo Insurance Services September 2008 - August 2010
Universal Insurance / Wells Fargo Insurance Services April 2003 - September 2008
Wausau Insurance April 2001 - July 2003
Wausau Insurance 1996 - 2001
Wausau Insurance 1991 - 1996
Wausau Insurance 1989 - 1991
Wausau Insurance 1986 - 1989
Skills
Workers Compensation, Property & Casualty..., Risk, Commercial Lines, Casualty, General Liability, Insurance, General Insurance, Liability, Commercial Insurance, Underwriting, Sales, Employee Benefits, Financial Risk, Claims Management, Sales Management, Legal Liability, Management, Risk Management, Casualty Insurance
Education
Baker College Center for Graduate Studies 1998 — 2000
MBA, International Business
Boise State University
Marketing
Wells Fargo Insurance Services September 2013 - March 2014
TransUnion June 2013 - September 2013
Skills
Customer Service, Financial Modeling, Small Business..., Accounts Payable, Accounts Receivable, Actuarial Exams
Education
Arizona State University 2008 — 2012
Exceptional Risk Advisors, LLC 2006 - Present
Hub International Northeast 2005 - 2006
Marsh USA, Inc. 2002 - 2004
Wells Fargo Insurance Services 1999 - 2002
Frenkel and Company 1993 - 1999
Safeco Insurance 1988 - 1993
Education
American University 1980 — 1982
Bachelor of Arts, Journalism & History
SUNY Orange 1978 — 1980
Associate Arts, English
Wells Fargo Insurance Services September 2014 - Present
Waukesha-Pearce Industries September 2011 - September 2014
Western Refining August 2008 - June 2011
LifeWise Health Plan of Oregon November 2007 - July 2008
Nevin, Works & Associates (HRH) May 2006 - November 2007
City of Phoenix November 2004 - May 2006
City of Phoenix 1998 - 2002
Skills
Process Improvement, Benefits Administration, Customer Service, Employee Benefits, HRIS, PeopleSoft, Human Resources, Payroll, Policy, New Hire Orientations, FMLA, ADP Payroll, COBRA, Insurance, Employee Relations, Open Enrollment, Program Management, PowerPoint, Health Insurance, Management, Onboarding, Recruiting, Workforce Planning, Talent Management, Applicant Tracking...
Education
Arizona State University 2002 — 2004
Bachelor of Science, Business Management
Estrella Mountain Community College 2000 — 2002
Accounting
Willis of Texas July 2014 - Present
Wells Fargo Insurance Services October 2001 - July 2014
DFW RIMS 2004 - 2013
CPCU Society 2001 - 2013
Sleeper Sewell & Company 1999 - September 2001
ACIG - American Contractors Insurance Group 1989 - 1998
Skills
Coverage, General Liability, General Insurance, Liability, Insurance, Brokers, Commercial Lines, Workers Compensation, Risk Management, Property & Casualty..., Commercial Insurance, CPCU, Legal Liability, Employment Practices..., Umbrella Insurance, Enterprise Risk..., Life Insurance, Claim, Analysis, Risk Analysis, Health Insurance, Claims Management, Reinsurance, Term Life Insurance, Excess, D&O, Relationship Management, Property, Disability Insurance, Fixed Annuities, Pricing, Inland Marine, IRAs, Risk Assessment, Casualty, Professional Liability, Employee Benefits, Management, Finance, Executive Management, Underwriting, Financial Risk, Strategic Planning, Financial Services, Homeowners, Portfolio Management, Negotiation, 401k, New Business Development, Retirement Planning
Education
Amberton University 1998 — 2001
MBA, Strategic Leadership
Brookhaven Community College
Associate, Management
Wells Fargo Insurance Services February 2015 - Present
Wells Fargo Insurance Services October 2011 - February 2015
University of West Georgia January 2010 - May 2010
Skills
Property & Casualty..., Executive Risk Insurance, Directors & Officers..., Employment Practices..., Project Management, Problem Solving, Business Process..., Communication, Organization Skills, Microsoft Office, Benchmarking, Negotiation, Policy Analysis, Financial Analysis, Marketing Strategy, Decisiveness, Thorough Research, Time Management, Teamwork, Risk Management, Budgets, Accounting, Leadership, Finance, Microsoft Excel, Financial Reporting, Accounts Receivable, Forecasting, Customer Service, Sales, Insurance
Education
Ashford University 2010 — 2011
Master of Business Administration (M.B.A.), Organizational Management
University of West Georgia 2007 — 2010
Bachelor, Accounting and Finance
Wells Fargo (NOC) September 2015 - Present
Wells Fargo Insurance Services November 2013 - Present
Medica June 2013 - September 2013
Green Tree February 2013 - June 2013
US BANK November 2012 - February 2013
Wells Fargo Mortgage Minneapolis May 2012 - November 2012
Wells Fargo July 2011 - April 2012
MISI Company April 2011 - July 2011
Fairview Health Services May 2010 - April 2011
GMAC-RFC January 1997 - November 2008
Skills
Visio, Process Improvement, SDLC, Business Analysis, Vendor Management, Data Modeling
Education
Sanford-Brown College-Farmington
GE Johnson Construction Company May 2014 - Present
Wells Fargo Insurance Services September 2008 - May 2014
HFW Industries, Inc. 2008 - 2008
Robert L Beshany 2006 - 2007
Palmetto Imaging (Medquest) 2004 - 2006
Tops Markets 1996 - 1998
Qualtiy Markets 1995 - 1996
SPS Temporaries 1992 - 1994
Skills
Accounting, Management, Payroll, Health Insurance, Insurance, Financial Analysis, Employee Benefits, Access, Accounts Receivable, Financial Reporting, Auditing, Outlook, Analysis, Microsoft Excel, General Ledger, Invoicing, Process Improvement, Account Reconciliation, Bank Reconciliation, Finance, Journal Entries, Accounts Payable, Financial Statements, Variance Analysis
Education
Austin Peay State University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo Insurance Services June 2015 - August 2015
Everything But Water January 2015 - June 2015
Orangetheory Fitness October 2013 - March 2014
Skills
Public Speaking, Social Media, Public Relations, Social Media Marketing, Customer Service, Leadership, Market Research, Event Planning, Sales, Social Networking, Retail, Marketing Strategy, Microsoft Office, Small Business, Entrepreneurship, Facebook, PowerPoint, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor's Degree, Marketing, Senior
Universitat Pompeu Fabra 2014 — 2014
International Business Certificate, International Business
Carvana August 2015 - Present
Recruiting.com May 2015 - July 2015
Recruiting.com (Parent of Jobing.com) March 2014 - July 2015
Apollo Group March 2012 - March 2014
Neuheisel Law Firm, P.C. August 2009 - March 2012
YMCA August 2007 - August 2009
Wells Fargo Insurance Services May 2005 - August 2005
Skills
Event Planning, Social Networking, Social Media, Customer Service, Community Outreach, Microsoft Office, Microsoft Excel, Data Entry, Time Management, Outlook, PowerPoint, Facebook, Office Administration, Administrative..., Accounting, Fundraising, Policy, Calendaring, Employee Relations, Microsoft Word, Administrative Office..., Youth Mentoring, Volunteering, Community Engagement, Youth Leadership, Youth Development, Business License, Youth Engagement, Twitter, Catering
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Human Development and Family Studies, General
Wells Fargo Insurance Services September 2012 - Present
Wells Capital Management January 2011 - September 2012
Wells Capital Management January 2005 - January 2011
Strong Capital Management, Inc. June 2002 - December 2004
Skills
Project Management, Process Improvement, Business Analysis, Strategic Planning, Lean Tools, Six Sigma, Business Process Mapping, Microsoft Office, Microsoft Project, Microsoft Visio, SharePoint, Leadership, Financial Markets, Investments, Asset Management, Financial Analysis, Community Outreach
Education
University of Wisconsin-Platteville
Master’s Degree, Project Management
Alverno College
BA, Accounting
Wells Fargo Insurance Services 2015 - Present
Skills
Property & Casualty..., Commercial Insurance, Insurance, Legal Liability, Risk Management, Insurance Brokerage, Casualty, Financial Risk, Brokers, Claim, Captives, Professional Liability, D&O, Underwriting, Liability, Umbrella Insurance, Claims Management, Workers Compensation, Reinsurance, Commercial Lines, Employment Practices..., General Insurance, Excess, Casualty Insurance
Education
Baylor University - Hankamer School of Business 1974 — 1976
Bachelor of Business Administration (BBA), Finance
Texas Tech University 1972 — 1974
Wells Fargo Insurance Services May 2012 - August 2014
Los Angeles Youth Network November 2011 - August 2014
Angeles Crest Christian Camp June 2011 - August 2011
Direct Relief International January 2011 - May 2011
Westmont College August 2008 - December 2010
Westmont College August 2008 - May 2009
Education
International Institute of Social Studies (ISS) of Erasmus University Rotterdam 2014 — 2016
MA, International Development
Syracuse University - Maxwell School 2014 — 2016
Master of Arts (MA) International Relations, International Development
Westmont College 2007 — 2010
B.A., Religious Studies, Sociology
National E and S Insurance Brokers, Inc. July 2014 - Present
Wells Fargo Insurance Services May 2010 - November 2013
Skills
Surplus Lines, Microsoft Office, Superior Work Ethic, Outstanding time..., Highly detail oriented, Self-motivated Team..., Thorough Research, Customer Service, Flexible to Change, General Awesomeness, Risk Management, Insurance, Accounting, Account Reconciliation, Accounts Payable, Time Management, Analysis, Auditing, Financial Statements, Internal Audit, Invoicing, Leadership, Outlook, Tax, Training, Microsoft Excel, Microsoft Word, PowerPoint
Education
Ashford University 2014 — 2016
Bachelor's Degree, Environmental Studies
University of Phoenix 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Accounting
Gravie June 2015 - Present
Wells Fargo Insurance Services January 2012 - June 2015
Mayo Clinic September 2014 - March 2015
Cystic Fibrosis Foundation - MN July 2014 - October 2014
ING July 2008 - January 2012
Pepsi Bottling Group April 2004 - May 2008
Flashbacks in Motion September 2003 - September 2004
Pepsi Bottling Group April 2003 - September 2003
Skills
Employee Benefits, Health Care Reform, Consulting, Brokers, Leadership, Health Insurance, Insurance, Disability Insurance, Stop Loss, Management, Underwriting, Benefits Administration, Group Benefits, Group Life, Sales Operations, Life Insurance, Program Management, Sales
Education
Augsburg College 2013 — 2015
Masters of Business Administration (MBA)
Augsburg College
Bachelor of Arts, Majors: Business Management & Marketing, Minor: Economics
Eastview
GWG Holdings, Inc. February 2015 - Present
Wells Fargo Insurance Services December 2013 - February 2015
Wells Fargo Home Mortgage September 2011 - December 2013
Wells Fargo Home Mortgage October 2012 - March 2013
American Eagle Outfitters March 2011 - August 2011
American Eagle Outfitters June 2006 - March 2011
North Star Resource Group September 2009 - December 2009
Skills
Inventory Management, Retail, Sales, Marketing, Team Leadership, Training, Coaching, Human Resources, Accounting, Payroll, Software Documentation, Auditing, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Augsburg College 2005 — 2009
BA, Finance
Augsburg College 2005 — 2009
BA, Accounting
Slumberland August 2013 - August 2015
Wells Fargo Insurance Services November 2013 - June 2015
Sleep Number by Select Comfort August 2013 - October 2013
Royal Pet Inc. May 2013 - August 2013
Westgate Resorts February 2013 - May 2013
Walgreens May 2007 - February 2013
Arizona State University January 2007 - May 2008
Scottsdale Healthcare May 2003 - December 2004
Skills
Insurance, Customer Service, Long-term Customer..., Call Centers, Administrative..., Photoshop, Retail, Appointment Scheduling, Dreamweaver, Appointment Making, Typing, Microsoft Office, Adobe Acrobat, Jumbo, Vision software, Nexsure, Frontier, Computer-literate..., SketchUp, AutoCAD, HTML, Adobe Fireworks, ArchiCAD, Illustrator, 3D Studio Max, PowerPoint, InDesign, Mac OS X
Education
University of Phoenix 2011 — 2012
Masters of Business Administration
Arizona State University 2004 — 2010
Bachelors of Arts in Design Studies, Design Management
Walser Automotive Group - Allstate September 2014 - Present
Walser Automotive Group - Allstate September 2014 - March 2015
RCIS, Wells Fargo August 2013 - September 2014
Wells Fargo Insurance Services January 2012 - August 2013
Allstate April 2008 - January 2012
State Farm June 2007 - April 2008
Skills
Insurance, Underwriting, Customer Service, Property & Casualty..., General Insurance, Sales, Data Entry, Call Centers, Crop Insurance, Personal Lines Auto, Life Insurance, Quality Assurance, Commercial Insurance, Casualty, Liability, Time Management, Team Building, Customer Retention, Management, Customer Satisfaction, Leadership, Sales Management, Account Management, Training, Casualty Insurance
Education
University of Minnesota-Twin Cities 2007 — 2010
Nutrition Science, General Education
Anoka Ramsey Community College 2005 — 2007
Generals
Rocori High School 2000 — 2003
High School Diploma, General Studies
Warner-Cox Insurance Services January 2015 - Present
Wells Fargo Insurance Services January 1986 - December 2014
Skills
Insurance, Customer Service
Education
Ball State University
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo Insurance Services April 2014 - July 2015
Wells Fargo March 2013 - April 2014
City of Auburn, AL August 2008 - April 2013
Skills
Banking, Cash Management, Deposits, Microsoft Excel, Customer Service, Financial Reporting, Cross Selling, Retail Banking, Credit, Cash Flow, Teller Operations, Branch Banking, Internet Banking, Payments, Accounts Receivable, Accounts Payable, Credit Cards, Microsoft Office, Accounting, Account Reconciliation, Medical Terminology, Travel Arrangements, Supervisory Experience, Risk Management, Payroll, Insurance, Banking Relationships, Spreadsheets, Credit Risk, Administrative..., Bank Secrecy Act, Event Planning
Education
Auburn University
Bachelor of Science (BS), Interdisciplinary Studies
UnitedHealth Group-Optum Technology 2015 - Present
Baystate Health March 2013 - July 2015
Wells Fargo Insurance Services May 2012 - August 2012
Martin Health Systems February 2012 - April 2012
Lawnwood Regional Medical Center November 2011 - February 2012
Hamilton Sundstrand June 2005 - September 2009
Hamilton Sundstrand June 2001 - June 2005
Robert Half January 2000 - May 2001
Nordstrom August 1997 - February 1998
Skills
Microsoft Office, Onbase, Kronos Timekeeping, SharePoint, Vidyo Conferencing, Customer Service, GotomyPC, Teleconferencing, Administrative..., Project/Event Planning
Education
Bay Path University
Bachelor's degree, Psychology
Wells Fargo Insurance Services November 2010 - Present
CAT Properties, LLC July 2007 - November 2008
First Tee Transport June 2006 - July 2007
City of Norfolk (Police Department/City Manager's Office) February 2002 - June 2006
Apple One Employment Agency January 1999 - February 2002
Plastic Surgery Associates January 1998 - January 1999
Skills
Accounts Payable, Data Entry, Accounts Receivable, Payroll, PeopleSoft, Accounting, Microsoft Excel, Time Management, Budgets, Human Resources, Customer Service, Microsoft Office, Editing, Public Speaking, Office Administration, Analysis, Recruiting, Outlook, Software Documentation, Access, Invoicing, Management, Office Management, Finance, Employee Relations, Spreadsheets, General Ledger, Employee Benefits, Insurance, Team Building, Policy, Journal Entries, PowerPoint, Event Management, Telephone Skills, Microsoft Word, Training, Operations Management, Administrative..., System Administration, Benefits Administration, Supervisory Skills, Account Reconciliation
Education
Ashford University
Master of Business Administration (MBA), Project Management
Ashford University 2010 — 2012
BA, Organizational Management
Ashworth University 2009 — 2010
Associates, Paralegal Studies
Tidewater Technical College 1996 — 1997
Certificate, Computer Specialist
Deep Creek High School 1992 — 1996
Diploma, General Studies
Liberty Tax School
Certified Basic Income Tax Processor
Long & Foster Institute of Real Estate
Virginia Real Estate Salesperson Certified
ReachOut Healthcare America October 2014 - June 2015
Wells Fargo Insurance Services July 2014 - October 2014
Morrow-Meadows Corporation June 2012 - June 2014
Morrow-Meadows Corp. January 2012 - May 2012
Skills
Microsoft Office 2007, Communications Writing, Detail Orientation, Customer Service, Problem Solving, Accounts Payable, Payroll, Accounting, Human Resources, Microsoft Word, Organizational..., Outlook, Microsoft Office
Education
Arizona State University 2010 — 2012
Bachelor of Interdisciplinary Studies, Organizational Studies, 4.0
Healthworks Fitness Centers for Women July 2015 - Present
Studio U Boston June 2015 - Present
iyoga Boston March 2015 - Present
Lockton Companies June 2013 - Present
Wells Fargo Insurance Services April 2010 - June 2013
Skills
Commercial Insurance, Property & Casualty..., Brokers, Casualty, Workers Compensation, Liability, Hatha Yoga, Vinyasa Yoga, Mindfulness Meditation
Education
Albertus Magnus College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Delta Dental of Washington January 2015 - Present
Regence BlueShield June 2010 - January 2015
Wells Fargo Insurance Services October 2006 - May 2010
Regence BlueShield October 2001 - September 2006
Skills
Health Insurance, Insurance, Disability Insurance, Employee Benefits, Program Management, Strategic Planning, Competitive Analysis, Waterfall, Change Management, Sales, Account Management, Performance Management, Recruiting, Coaching, Human Resources, Sales Management, Negotiation, Marketing, Leadership, Vendor Management, Managed Care, Strategy, Medicare
Education
University of Washington 1998 — 2001
Business Administration, Marketing and Management
Arizona State University 1993 — 1995
Wells Fargo Insurance Services May 2015 - Present
Liberty Mutual Insurance August 2011 - May 2015
The Manuel Lujan Agencies October 2010 - July 2011
New Mexico Mutual 2006 - 2010
Lindsey's School of Martial Arts & Self-defense 2002 - 2010
Montana State Fund 2002 - 2006
Kemper Insurance 2001 - 2002
Fremont Comp 1999 - 2000
ManagedComp 1996 - 1999
EBI Companies 1990 - 1996
Skills
Risk Management, Workers Compensation, Leadership, Management, Insurance, Commercial Insurance, Team Building, Training, Customer Service, Property & Casualty..., Liability, General Insurance, Safety Management..., Claim, Strategic Planning, Leadership Development, Fleet, Industrial Hygiene, Marshall Swift...
Education
Amberton University 2012 — 2014
Master's Degree, Human Resource Training & Development, 3.80 GPA
Baptist Bible College 2010 — 2012
Master of Arts (M.A.), Biblical Studies/Business, 4.0
Central Washington University
BS, Occupational Safety and Health
George Petersen Insurance Agency January 2015 - Present
George Petersen Insurance Agency April 2013 - January 2015
George Petersen Insurance Agency July 2011 - January 2015
Sound Ideas Advertising June 2011 - October 2011
Wells Fargo Insurance Services June 2008 - March 2010
Ticket Man U.S. September 2007 - June 2008
Baer's Den Bar & Grill December 2006 - June 2008
U.S. Senator John McCain December 2006 - May 2007
Personal Publicity August 2004 - December 2004
Skills
Workers Compensation, Customer Service, Customer Relations, Insurance, Microsoft Office, Surety Bonds, Epic, General Awesomeness, Training, Commercial Insurance, Professional Liability, Health Insurance, Outlook, Event Planning, Sales, Public Relations
Education
NASBP 2014 — 2014
Certificate of Completion, Surety School I
The Hartford School of Insurance 2008 — 2008
Certificate of Completion, Commercial Lines Producer Development Program
The National Alliance for Insurance Education & Research 2008 — 2008
Certificate of Completion, Dynamics of Selling
The National Underwriter Company 2008 — 2008
Commercial Lines Coverage Specialist
Arizona State University 1997 — 2007
B.A., Human Communication
Wells Fargo Insurance Services August 2009 - Present
Wells Fargo Insurance Services August 2009 - July 2012
Wells Fargo Auto Finance August 2004 - August 2009
Guaranty Bank FSB January 2004 - July 2004
TCF Bank 2001 - 2003
TCF Bank 1999 - 2001
TCF Bank 1996 - 1999
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Anoka Ramsey Community College
Bachelor of Business Administration (BBA)
Metropolitan State University
Business Communication/ Marketing
Verge Solutions, LLC April 2014 - Present
Wells Fargo Insurance Services March 2013 - April 2014
Wells Fargo Insurance Services June 2011 - February 2013
Clarke & Company Benefits, LLC July 2007 - April 2011
KeenanSuggs BowersElkins April 2005 - July 2007
Skills
Health Insurance, Insurance, Health Savings Accounts, Employee Benefits, Account Management, Disability Insurance, Customer Service, Life Insurance, Sales, Claim, Customer Retention, Term Life Insurance, Strategic Planning, Benefits Administration, Marketing
Education
Ashford University 2010 — 2013
BA, Business Administration
Wells Fargo Insurance Services November 1998 - Present
Skills
Brokers, Risk Management, Property & Casualty..., Underwriting, Insurance, Commercial Insurance, Leadership, Financial Risk, Workers Compensation, Liability, Aircraft, Airports, Aviation, Reinsurance
Education
Auburn University 1987 — 1991
Bachelor of Aviation Management, Engineering
Gravie September 2015 - Present
Gravie September 2014 - Present
Gravie October 2013 - Present
Independent January 2004 - Present
TopLine Federal Credit Union February 2013 - October 2013
Wells Fargo Insurance Services October 2010 - February 2013
Assurant Health May 2008 - October 2010
Gold's Gym 2005 - 2008
Aveda January 2001 - December 2005
Skills
New Business Development, Recruiting, Insurance, Sales, Fitness, Health Insurance, Customer Service, Budgets, Coaching, Interviews, Time Management, Leadership, Marketing, Training, Healthcare, Account Management, Product Development, Outlook, Strategic Planning, PowerPoint, Sales Management, Microsoft Excel, Team Building, Small Business, Microsoft Word, Employee Benefits, Social Networking, Customer Retention, Marketing Strategy
Education
APEX nutrition
Anoka High School
Anoka Ramsey Community College
NETA personal Training & group fitness
North Hennepin Community College
St. Stephen's
University of Minnesota-Twin Cities
Aetna July 2014 - Present
WorkStrong Consulting 2013 - July 2014
Growing Room Child Development Center February 2012 - December 2012
Wells Fargo Insurance Services May 2004 - July 2007
Skills
Text Editing, Website Updating, Content Writing, Web Content Management, Organizational..., Travel Planning, Travel Arrangements, Telephone Reception, Receptionist Duties, Teaching, Preschool, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Dreamweaver
Education
Auburn University 2007 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Self Employed September 2011 - Present
Miller United Insurance Brokerage January 2008 - September 2011
Wells Fargo Insurance Services February 2007 - January 2008
Brierwood Counrty Club June 2001 - February 2007
Skills
Marketing, Trade Shows, Graphic Design, Photography, Brochures, Logo Design, Customer Service, Microsoft Office, Advertising, Account Management, Social Media, Social Media Marketing, Adobe Creative Suite, Public Relations
Education
Canisius College 2002 — 2006
BA-S, Advertising/Marketing & Graphic Design
Academy of Art University
Masters of Fine Arts, Photography
Wells Fargo Insurance Services May 2012 - Present
LPL Finanical November 2013 - December 2013
Kelly Services (Client - OnStar) December 2011 - April 2012
Kelly Services (Client - OnStar) February 2011 - November 2011
Prime Auto Care 2010 - 2011
Skills
Advertising Research, Advertising, Direct Marketing, Direct Sales, Marketing Communications, Marketing, Marketing Research, Marketing Strategy, Product Marketing, Sales, Salesforce.com, Sales Management, Sales Presentations, Social Media, Microsoft Excel, Accounting, Insurance, Social Networking
Education
Albion College 2002 — 2006
Bachelor of Arts (B.A.), Philosophy and Management (Marketing)
Flat Rock High School 1999 — 2002
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Alaska Neurology Center LLC March 2012 - Present
Wells Fargo Insurance Services June 2009 - December 2011
Education
Wayland Baptist University 2006 — 2008
AAS, Human Resources
Clearwater Christian College 2005 — 2006
Ashworth University
Associates in Medical Administration, Medical, 2nd year transfer student
Menath Insurance May 2015 - Present
Flanigan-Leavitt Insurance July 2014 - May 2015
Wells Fargo Insurance Services September 2011 - June 2014
ISU Stetson-Beemer Insurance June 2004 - September 2011
Allstate Insurance 1998 - 2001
Skills
Underwriting, Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., Brokers, Liability, Claims Management, Professional Liability, Casualty, D&O, Employment Practices..., Legal Liability, Umbrella Insurance, Life Insurance, Health Insurance, Disability Insurance, Casualty Insurance
Education
Sierra Valley Business College 1991 — 1993
Certificate of Completion, Accounting and Related Services
Atwater High School 1984 — 1988
Owl Home Accents April 2008 - Present
Creative Fabrics, Inc. February 2013 - February 2014
Wells Fargo Insurance Services June 1996 - October 2013
Wells Fargon Consumer Credit Group 2004 - 2008
Midland National Bank January 1994 - June 1996
Skills
Small Business Lending, Financial Services, Wealth Management, Credit Risk, Loan Origination, Financial Analysis, Coaching, Business Development, Strategic Planning, Change Management, Leadership Development, Team Building, Credit, Loans, Banking
Education
Austin Community College 2008 — 2011
Interior Design
University of Texas at Permian Basin 1993 — 1994
Accounting
Hardin-Simmons University 1986 — 1989
Associate of Science (A.S.), Theoretical Psychology
Midwestern State University 1980 — 1981
Associate's degree, Accounting and Psychology
Wells Fargo Insurance Services March 2014 - Present
The Hartford June 2011 - March 2014
The Hartford September 2010 - June 2011
Cornerstone Church of Knoxville September 2003 - April 2010
TIS Insurance Services, Inc. August 1997 - August 2003
The Hartford April 1996 - August 1997
Hoffman & Young, Inc. 1995 - 1996
Skills
Insurance, Operations Management, Call Center, Property & Casualty..., Business Analysis, Training, Commercial Insurance, Liability, Workers Compensation, Risk Management, Underwriting, Marketing, Leadership, Sales, Small Business, Finance, Analysis, Management
Education
University of North Carolina at Charlotte 1995 — 1996
Master of Business Administration (M.B.A.), Began Course Work
Appalachian State University 1991 — 1995
BSBA, Marketing, Public Relations
Better Business Bureau serving Alaska, Oregon & Western Washington February 2013 - Present
McDowell Group February 2010 - February 2013
Wells Fargo Insurance Services February 2007 - November 2009
Insurance License Preparation of Alaska 1997 - 2007
Allstate Insurance March 1983 - October 2005
Skills
Fundraising, Strategic Planning, Research, Project Planning, Non-profits, Analysis, Public Speaking, Policy, Microsoft Office, Microsoft Excel, Government, Community Outreach, Public Relations, Program Management, Leadership, Marketing Strategy, Project Management, Nonprofits, Data Analysis, Business Development, Event Planning
Education
West Anchorage
Santa Clara University 1975 — 1979
B.S., Political Science
Alaska Pacific University 2009 — 2012
MBA candidate
Wells Fargo Insurance Services July 2013 - Present
Marsh August 1990 - July 2013
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Management
Babson College 1987 — 1990
BS, Marketing, Entrepreneurial Studies
The Governors Academy
Northwestern Mutual May 2014 - Present
Wells Fargo Insurance Services July 2013 - May 2014
Best Buy September 2012 - March 2013
Best Buy October 2011 - August 2012
Best Buy February 2011 - October 2011
Best Buy April 2010 - January 2011
Skills
Project Management, Process Improvement, Retail, Customer Service, B2B, Sales Operations, Merchandising, Inventory Management, Program Management, Sales, Forecasting, Microsoft Office, Coaching, Business Strategy, Project Coordination, Business Development, Content Development, Time Management, Market Research, Strategic Partnerships, Customer Satisfaction, Relationship Management, Store Management, Microsoft Excel, Human Resources, SharePoint, Analytics, Supply Chain Management, Business Travel, Budgets, Team Leadership, Retail Management, Employee Management, Communication Skills, New Business..., Microsoft Word, Influence Without..., Change Management, Negotiation, Problem solving, Innovation, Close Attention to..., Work through Ambiguity, Self-starter, Business Process Mapping, Microsoft Office Suite, Meeting Facilitation
Education
Hamline University 2013 — 2014
Master of Business Administration (MBA), Management, 3.635 GPA
Metropolitan State University 2005 — 2010
BS, Management
Anoka Ramsey Community College 2005 — 2008
Associate of Arts (AA), Business/Corporate Communications
Wells Fargo Insurance Services September 2012 - Present
Wells Fargo September 2007 - September 2012
Arizona State University January 2005 - September 2007
Arizona Technology Enterprises, LLC January 2007 - May 2007
Arizona State University August 2003 - January 2005
Skills
Business Analysis, Process Improvement, Risk Management, Software Project..., Project Management, Business Process..., Business Process, Vendor Management, Data Analysis, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
M.B.A., Entrepreneurship/Entrepreneurial Studies
Michigan State University 1998 — 2002
Ph.D., Biochemistry and Physics
Michigan State University 1992 — 1997
B.S., Biochemistry/Biotechnology
Canopius US Insurance, Inc. July 2009 - Present
Wells Fargo Insurance Services September 2007 - October 2008
Wells Fargo Insurance Services June 2003 - September 2007
Heller Financial Inc., a GE Capital Company June 1999 - June 2002
Arthur Andersen September 1996 - June 1999
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Budgeting & Forecasting, Analysis, Finance, Account Reconciliation, Forecasting, Financial Modeling, Internal Controls
Education
Augustana College 1992 — 1996
Bachelor of Arts (B.A.), Accounting, Finance, and Spancish
Augustana College
Edgewater Ranzal January 2015 - Present
Alvarez & Marsal November 2013 - January 2015
Fisherkeller Enterprise February 2013 - November 2013
Emerging Solutions March 2009 - February 2013
Wells Fargo Insurance Services June 2005 - March 2009
Kraft / Household International / Consultant May 1989 - June 2005
Kraft Foods, Inc. 1995 - 2000
Skills
Hyperion Enterprise, HFM, EPM, Business Intelligence, Shared Services, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Forecasting, Business Process, Financial Analysis, Leadership, Hyperion HFM, Finance, Financial Systems, Financial Accounting, Hyperion, Consulting, Management
Education
North Park University 1999 — 2002
MBA, Business Administration
Augustana College 1984 — 1988
Bachelor of Arts (B.A.), Accounting and Business/Management
Wells Fargo Insurance Services January 2010 - Present
Skills
Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Leadership, Life Insurance, Marketing, Underwriting
Education
Bethany College 1997 — 1999
Valparaiso University 1995 — 1996
American University
Wheeling Jesuit University
MBA
Cameron M. Harris & Company November 2014 - Present
Wells Fargo Insurance Services September 2012 - November 2014
Wachovia June 2006 - September 2012
Wells Fargo July 2004 - June 2006
Skills
Banking, Risk Management, Underwriting, Insurance, Commercial Insurance, Property & Casualty..., General Insurance, Workers Compensation, Liability, Brokers, Casualty Insurance, Professional Liability, Management, Umbrella Insurance
Education
Appalachian State University 2000 — 2001
MBA
Appalachian State University 1995 — 1998
BSBA, Finance / Risk and Insurance
Wells Fargo Insurance Services 2003 - Present
The Hartford 2001 - 2003
Education
Appalachian State University 1996 — 2000
East Mecklenburg
CB Insurance January 2015 - Present
Align Group Insurance LLC dba Don Bates Insurance August 2014 - Present
Brown & Brown April 2014 - August 2014
Everest University Online December 2013 - 2014
Insurance Centers of America January 2011 - November 2013
Zurich Insurance November 2007 - January 2011
Wells Fargo Insurance Services October 2002 - February 2007
American Family Insurance 2007 - 2007
ARI 2000 - 2001
Insurance Technologies 1997 - 2000
Skills
Insurance, Workers Compensation, Legal Liability, Claim, Customer Service, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Umbrella Insurance, Liability, Claims Management, Account Management, Sales, Relationship Management, Business Analysis, New Business Development, Strategic Planning, Inland Marine, Commercial Lines, Employment Practices..., Brokers, D&O, General Insurance, Liability Analysis, Directors & Officers..., Customer Retention, Homeowners
Education
American InterContinental University 2010 — 2012
BA, Business Administration/Accounting
Colorado Technical University 1998 — 2000
American School of Kuwait 1985 — 1989
FinishMaster, Inc. August 2014 - Present
Herff Jones 2008 - 2014
Wells Fargo Insurance Services 1998 - 2007
Ball State University 1989 - 1998
Ball State University 1996 - 1997
Education
Ball State University 1992 — 1994
Master of Information and Communications Sciences
Ball State University 1988 — 1992
Bachelor of Science (BS), Psychological Science / Computer Science
Wells Fargo Insurance Services August 2003 - Present
HRH October 2000 - August 2004
Skills
Insurance, Underwriting, Commercial Insurance, Property & Casualty...
Education
American Intercontinental University 2004 — 2005
Bachelor of Business Administration (BBA), Marketing
The Ohio State University 1976 — 1978
Anthem, Inc. July 2013 - Present
WellPoint February 2013 - June 2013
Compassion International April 2012 - February 2013
Wells Fargo Insurance Services December 2010 - August 2012
WellPoint July 2010 - January 2011
Compassion International January 2010 - July 2010
WELLPOINT, Inc May 2008 - December 2009
Wells Fargo Consumer Credit Group August 2006 - April 2008
WELLS FARGO & COMPANY January 1995 - January 2008
Wells Fargo and Company January 2000 - January 2004
Skills
Quality Control, Project Portfolio..., Business Analysis, PMP, PMO, SDLC, Six Sigma, Resource Management, Planview Enterprise, Process Improvement, Business Process..., Strategy, Business Requirements, MS Project, Project Management, Analysis, Software Documentation, Cross-functional Team..., Change Management, Visio, Business Process, Risk Management, Management, Budgets, Training, Enterprise Architecture, Project Planning, Leadership, Requirements Gathering, Software Project..., Enterprise Software, Requirements Analysis, SharePoint, Scrum, IT Strategy, Business Intelligence, Integration
Education
National American University 1992 — 1995
BS, Applied Management
American University 1991 — 1995
BS, QA and Statistics
National American University 1991 — 1995
BS, Applied Management
University of Maryland University College 1983 — 1984
Bachelor of Applied Science (B.A.Sc.), Business
SkySlope June 2014 - Present
Line By Line LLC May 2008 - Present
Liberty Home Equity Solutions November 2012 - June 2014
Wells Fargo Insurance Services August 2011 - October 2012
Sacramento County January 2006 - May 2008
California Environmental Protection Agency January 2005 - December 2005
Synergy Consulting June 2000 - December 2004
Electronic Data Systems May 1998 - May 2000
California State University, Sacramento January 1998 - May 1998
California Department of Food & Agriculture June 1996 - December 1997
Skills
Software Engineering, Software Development, Web Development, Business Analysis, Software Project..., SDLC, Agile, .NET, ASP.NET, C#, LINQ, Entity Framework, MVC, Web Services, XML, Telerik, jQuery, AJAX, CSS, Visual Studio, TFS, Tortoise SVN, VSS, VB.NET, VSTO, ASP, VBScript, JavaScript, Visual Basic, VBA, Java, JSP, PHP, WordPress, PowerBuilder, Database Design, SSRS, SSIS, SQL, T-SQL, PL/SQL, MySQL, SQL Server, Oracle, Sybase, Access, Sales Force Development, Finale, Baydocs, Kroll
Education
California State University-Sacramento 1996 — 1998
B.S., Business: Management Information Systems
American River College 1992 — 1996
A.S., Business Administration
Wells Fargo Insurance Services March 2013 - Present
USI Insurance Services August 2010 - March 2013
Liberty Mutual Group March 1984 - June 2010
Skills
Property & Casualty..., Legal Liability, Casualty, Workers Compensation, Commercial Insurance, Insurance, Risk Management
Education
New York Institute of Technology 1985 — 1988
MBA, Management/Marketing
Adelphi University
B.S.
UnitedHealth Group April 2015 - Present
Wells Fargo Insurance Services December 2013 - April 2015
Target Corporation April 2012 - April 2013
Target September 2006 - March 2012
Allina Hospitals and Clinics April 2003 - August 2006
State of Minnesota June 2001 - April 2003
Skills
Internal Controls, Accounting, Business Process..., Process Improvement, Auditing, Business Analysis, Internal Audit, Sarbanes-Oxley Act, Access
Education
Augsburg College
BA, Accounting
St. Cloud State University
Master of Business Administration (M.B.A.)
American Express January 2015 - Present
American Express Consumer Tavel Technologies August 2010 - Present
Wells Fargo Insurance Services August 2009 - August 2010
Zee's International LLC September 2008 - August 2009
Kforce Technology Staffing 2008 - 2009
American Express March 2006 - August 2008
American Express January 2005 - May 2006
Khimetrics January 2004 - March 2005
Skills
Agile Project Management, Scrum Master, IT Project & Program..., Portfolio Management, Program Management, Scaled Agile Framework, Analysis, Project Management, PMP, Microsoft Office, Consulting, Business Analysis, Time Management, Management, Business Intelligence, Process Improvement, Java, Vendor Management, SDLC, Software Project..., PMO, Big Data, Cloosed Loop
Education
Arizona State University 1999 — 2002
Bachelor's degree, Computer Science in Engineering
PSA Insurance & Financial Services April 2015 - Present
Wells Fargo Insurance Services July 2010 - April 2015
RCM&D May 2009 - July 2010
Brown & Brown February 2007 - May 2009
The POMCO Group February 2006 - February 2007
Skills
Insurance, Employee Benefits, Health Insurance, Risk Management, Strategic Planning, Health Savings Accounts, Finance, Health, Analysis, Negotiation, Underwriting, Benefits Administration, Healthcare, Account Management, Business Development, Disability Insurance, Life Insurance, Dental Insurance, Flexible Spending..., COBRA, HIPAA, ERISA, Financial Analysis, Vendor Management, Pharmacy Benefit..., Brokers
Education
Alfred State College - SUNY College of Technology
BS, Financial Services
Wells Fargo Insurance Services May 2015 - Present
RLI Insurance Company April 2014 - May 2015
RLI Insurance Company March 2010 - April 2014
RLI Insurance Company March 2008 - March 2010
Stearn's Bank of Arizona March 2007 - October 2007
Auto Trader March 2003 - June 2006
Skills
Customer Service, Underwriting, Commercial Insurance, Casualty, Liability, Reinsurance, Claim, Workers Compensation, Umbrella Insurance, Brokers, Risk Management, Claims Management, Property
Education
Arizona State University 2006 — 2008
Bachelor of Science, Finance
Glendale Community College 2003 — 2006
General Studies
Wells Fargo Insurance Services August 2003 - Present
AIG Environmental 1995 - 2003
Skills
Underwriting, Insurance, Commercial Insurance, Risk Management, Risk Analysis, Environmental Awareness, Property & Casualty..., Professional Liability, Casualty, Liability, Brokers, Risk Assessment
Education
Baldwin Wallace University 1997 — 2000
Masters, International Business
John Carroll University 1990 — 1994
BSBA, Logistics, Marketing, Communications
Willis of Greater Kansas Inc. - Overland Park February 2004 - Present
Wells Fargo Insurance Services September 1988 - February 2004
Skills
Insurance, Underwriting, Property & Casualty..., Workers Compensation, Casualty, Commercial Insurance, Property Insurance, Client Service Oriented, General Insurance, Legal Liability, Liability, Management, Brokers, Professional Liability, Claim, Claims Management, Risk Management, D&O, International, Marine, Real Estate
Education
Baker University 2004 — 2008
BBA, Business
Southwest Metals November 2011 - Present
Wick Pilcher Insurance January 2010 - January 2011
Wick Pilcher Insurance January 2010 - January 2011
Wells Fargo Insurance Services 2007 - 2009
Wells Fargo Home Mortgage & Bank 2004 - 2009
Skills
Banking
Education
Arizona State University West 2009 — 2011
Bachelor’s Degree, Business Management
Paradise Valley Community 2001 — 2003
Global Business
Paradise Valley Community 2001 — 2003
General Studies
Classy Cakes May 2011 - Present
Roosters Daytime Cafe' April 2011 - Present
Wells Fargo Insurance Services August 2007 - Present
PTSA Council 2006 - 2008
Palm City Grill December 1994 - May 2001
Education
Ashworth College 2003 — 2006
AA, Elementary Education
Indian River State College
220/Adjuster, Insurance
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Home Mortgage July 2011 - June 2013
SunTrust Mortgage August 2010 - July 2011
Wachovia Securities, LLC February 2008 - September 2010
Wachovia Securities, LLC November 2005 - February 2008
Pomerantz Staffing Services LLC. July 2001 - August 2002
First Union National Bank June 1999 - March 2001
Skills
Process Improvement, Program Management, Cross-functional Team..., Analysis, Requirements Analysis, Strategy, Risk Management, SharePoint, Leadership, Project Management, Management, Training
Education
Aspen University 2014 — 2015
Master of Business Administration (M.B.A.)
Virginia Commonwealth University - School of Business 1993 — 1997
BS, Human Resources and Labor Relations
Mission Essential Personnel, LLC February 2009 - Present
Value City Department Stores July 2008 - February 2009
Wells Fargo Insurance Services May 2005 - July 2008
Skills
Leadership, Financial Reporting, DoD, Government Contracting, Government, Accounts Payable, Operational Planning, Analysis, Payroll, Policy, Variance Analysis, Program Management, Command, Deltek, Military, Financial Accounting, Intelligence, Costpoint, Security Clearance, Training, Military Operations, Managerial Finance, Defense, PeopleSoft, Army, Financial Analysis
Education
Ashland University 1989 — 1992
BSBA
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Insurance Services December 2012 - June 2013
BestIT February 2012 - September 2012
Sedgwick CMS March 2007 - February 2012
SHPS 2003 - 2005
Intel 1994 - 2003
Skills
Business Analysis, SharePoint, SDLC, Software Documentation, Vendor Management, Process Improvement, Project Management, Windows, Visio, Requirements Gathering, Team Leadership, Testing, Analysis, Business Intelligence, Business Process..., Business Process, Project Planning, Quality Assurance, Business Requirements, Training, Requirements Analysis, Enterprise Software, Software Project..., User Acceptance Testing, Program Management, Project Portfolio..., PMP, MS Project, PMO, Risk Management, Disaster Recovery, Databases, IT Management, Change Management, Governance, CRM, Access, Systems Analysis, Integration, Agile Methodologies, Cross-functional Team..., Information Technology, Data Warehousing, IT Strategy, ITIL, Business Process Design, Enterprise Architecture, IT Service Management, Software Development, Data Analysis
Education
State University of New York College at Brockport 1989 — 1991
BA, Foreign Languages
Andrews University 1987 — 1988
Architecture
Institut de Langue Francaise, Collonges sous Saleve 1986 — 1987
Alliance Francaise Certificate, French
Greater Boston Academy
Wells Fargo Insurance Services June 2005 - Present
Education
University of Illinois at Urbana-Champaign 1978 — 1980
BS
Augustana College 1976 — 1978
The Wright Group Services March 2014 - Present
Wells Fargo Insurance Services April 2004 - March 2014
State Farm April 1998 - January 2003
Skills
CIC, Account Management, Sales, Underwriting, Insurance, Workers Compensation
Education
Arapahoe Community College 1998 — 2000
Associate's degree, Criminal Justice and Corrections
Lockton Companies October 2014 - Present
Wells Fargo Insurance Services March 2013 - October 2014
Wells Fargo Insurance Services USA, Inc. May 2010 - March 2013
Willis March 2008 - May 2010
Skills
Health Insurance, Insurance, Employee Benefits, Life Insurance, Underwriting, Disability Insurance, Commercial Insurance, Brokers, Customer Service
Education
Appalachian State University 2003 — 2007
Bachelor of Science in Business Administration, Finance and Banking, Risk Management and Insurance
Napier University 2006 — 2006
Wells Fargo Insurance Services December 2012 - Present
ACE Group October 2007 - December 2012
American International Group December 2006 - October 2007
TT Electronics June 2005 - August 2006
Skills
Underwriting, Insurance, Financial Risk, Claim, Analysis, Forecasting, Professional Liability, Brokers, Negotiation, Property & Casualty..., Sales, Commercial Insurance, Liability, Portfolio Management, General Insurance, Legal Liability, Commercial Lines, Casualty, Casualty Insurance
Education
Appalachian State University 2001 — 2005
BSBA, Marketing and Management
Wells Fargo In February 2013 - Present
Wells Fargo Insurance Services September 2003 - Present
Kemper Insurance 1998 - 2003
Johnson & Higgins February 1995 - February 1998
Kemper Insurance March 1987 - January 1995
Texas Farm Bureau Insurance Company 1977 - 1987
Skills
Property & Casualty..., Claims Management, Workers Compensation, Legal Liability, Casualty, Insurance, Liability, Commercial Insurance, Claim, Underwriting, Professional Liability, Commercial Lines, Risk Management, General Insurance, Brokers, Subrogation, Claim Investigation, D&O, Reinsurance, Employment Practices..., Casualty Insurance
Education
Baylor University - Hankamer School of Business 1972 — 1977
BBA, Accounting
Roswell High School
Wells Fargo Insurance Services January 2014 - Present
CIGNA Group Insurance August 2010 - July 2012
Skills
Employee Benefits, Insurance, Disability Insurance, Onboarding, Benefits Administration, Microsoft Excel, Process Improvement, Account Management, Health Insurance, Strategic Planning, Team Building, Underwriting
Education
Baylor University 2003 — 2006
Communication Specialist
USI Insurance Services December 2014 - Present
Hub International June 2011 - Present
ABiS- Affinity Benefit Insurance Services 2010 - June 2011
Wells Fargo Insurance Services November 2008 - August 2009
Moreton & Company July 2006 - November 2008
Mercer Health & Benefits October 1997 - July 2006
Skills
Brokers, Underwriting, Workers Compensation, Sales, Strategic Planning, Sales Management, Claim, New Business Development, Medicare, Management, Leadership, Team Building, Salesforce.com, Managed Care, Term Life Insurance, COBRA, Sales Operations, Account Management, Employee Benefits, Open Enrollment, Insurance, Life Insurance, Health Insurance, Financial Services
Education
Arapahoe Community College 1974 — 1975
Business Administration
Kibble & Prentice September 2014 - Present
Wells Fargo Insurance Services May 2014 - September 2014
Wells Fargo Insurance Services April 2013 - May 2014
Merlino Foods May 2011 - April 2013
Farmers Insurance December 2010 - December 2011
Galliano's Cucina June 2009 - June 2010
Consolidated Restaurants July 2005 - May 2009
Skills
Restaurant Management, Insurance, Customer Service, Micros, Sales, Microsoft Excel, Microsoft Office, Leadership, Disability Insurance, Outlook, Inventory Management, Microsoft Word, Property & Casualty...
Education
Bellevue College 2006 — 2009
AA, Business Management
Pine Lake Middle School
Skyline High School
Wells Fargo Insurance Services January 2015 - Present
Willis March 2013 - December 2014
Self-Employed December 2009 - March 2013
Travelers April 2009 - December 2009
AIG - AIG Aviation, Inc. May 2008 - April 2009
AIG - AIG Small Business December 2005 - May 2008
PAYCO, Inc. - Loos Family's Frachises April 2003 - December 2005
Skills
Insurance, Marketing, Business Development, Territory Management, Financial Analysis, Operations Management, Employee Management, Relationship Management, Risk Analytics, Contract Negotiation, Skilled Relationship..., Underwriting, Commercial Insurance, Property & Casualty..., Liability, Employment Practices..., Financial Risk, Management, Casualty, Brokers, Professional Liability, D&O, Commercial Lines
Education
Arizona State University 2002 — 2004
Bachelor of Science, Global Business Management and Leadership with a Marketing Focus, 3.79
Wells Fargo Enterprise Efficiency Strategies June 2013 - Present
Wells Fargo Insurance Services January 2012 - June 2013
Wells Fargo Insurance Services April 2007 - January 2012
Wells Fargo Home Mortgage November 2003 - April 2007
Skills
Employee Benefits, Risk Management, Property & Casualty..., Underwriting, Insurance, Health Insurance, Business Process, Commercial Insurance, Project Management, General Insurance, Claims Management, Process Improvement, Workers Compensation, Brokers, Claim, Strategic Planning, Management, Strategy, Leadership
Education
Loyola University of Chicago - Graduate School of Business 2007 — 2009
Masters of Business Administration, Finance and Risk Management
Arizona State University West 1998 — 2003
Bachelor of Science (B.S.), Global Business concentration in Financial Management, 3.8
Wells Fargo Insurance Services July 2008 - Present
Lockton Companies January 2002 - July 2008
Marsh April 2000 - January 2002
Skills
Client Retention, Underwriting, Consultative Selling, Employee Benefits, Flexible Spending..., Renewals, Dental, COBRA, Strategic Planning, Benefits, Relationship Management, Life Insurance, Retirement, Health Insurance, 401k, Dentistry, Selling, Insurance, Disability Insurance, Customer Retention, Risk Management, Account Management, Health Savings Accounts
Education
Augusta State University 1983 — 1988
Bachelor of Business Administration, Finance and Accounting
HUB International December 2014 - Present
Parker, Smith & Feek November 2013 - October 2014
Wells Fargo Insurance Services August 2005 - May 2013
Totem Agencies, Inc./Talbot Insurance Agency, Inc. April 2003 - August 2005
Talbot Insurance Agency, Inc. April 1994 - June 1998
Skills
Commercial Insurance, Property & Casualty..., Account Management, Marketing Strategy, Underwriting, Sales, Relationship Management, Strategic Planning
Education
Bellevue Community College 1998 — 2001
Pinnacle Benefits Group April 2013 - Present
Blue Cross and Blue Shield of NC July 2012 - April 2013
Wells Fargo Insurance Services February 2012 - July 2012
Pinnacle Benefits Group 2007 - 2010
Blue Cross Blue Shield of NC March 2005 - July 2006
Skills
Brokers, Commercial Insurance, Customer Service, Direct Marketing, Disability Insurance, Employee Benefits, Fixed Annuities, General Insurance, Health Insurance, Healthcare, Insurance, Insurance Brokerage, Leadership, Life Insurance, Long-term Care, Marketing, Medicare, Process Improvement, Property, Sales, Strategic Planning, Team Building, Term Life Insurance, Umbrella Insurance, Underwriting
Education
Averett University 2001 — 2003
BA, Business Administration
Wells Fargo Insurance Services March 2005 - Present
Ultimus March 2004 - March 2005
Marsh December 2002 - March 2004
New England Network Solutions March 2000 - November 2002
Marsh July 1998 - March 2000
Zurich Insurance October 1996 - June 1998
FDIC May 1991 - August 1993
Skills
Trade Credit Insurance, Property & Casualty..., Claims Management, Loss Development, Strategic Planning, Underwriting, Financial Risk, Employee Benefits, Business Development, Financial Services, Project Management, Business Process, Auditing, Negotiation, Business Strategy, Insurance, Management, Claim, Analysis, Risk Management, Professional Liability, Liability, Commercial Insurance, General Insurance, Leadership, CRM, Brokers, Finance, Financial Analysis, Reinsurance, Strategy, Process Improvement, Business Analysis, Management Consulting, Consulting, Relationship Management, Business Process...
Education
Arizona State University College of Law 1993 — 1996
JD, Law
Brigham Young University 1988 — 1990
BS, Finance
Nature Publishing Group April 2010 - April 2015
Wells Fargo Insurance Services October 2002 - January 2009
Skills
Accounts Payable &..., Concur Travel Admin, Solomon GL, Oracle, Miccrosoft Excel/Word/IE, ACH/Wire/Check Payments, GL/Bank Recs, Foreign Exchange, 1099 Filings, Signings,..., AR State Tax..., Aged AR, Aged AP,..., Audit help, Staff Management, Accounts Reveivables, Invoicing, Coding
Education
Baruch College, City University of New York (CUNY) 2006 — 2006
1 year Accounting Principles Certificat, Accounting, 4.0
City University of New York-Brooklyn College
Bachelor's Degree, Economics
Tradition Assisted Living February 2013 - Present
Wells Fargo Insurance Services December 2012 - February 2013
Schmitt Music May 2008 - August 2010
Skills
Journal Entries, General Ledger, Account Reconciliation, GAAP, Accounting, Financial Reporting, Financial Accounting, Bookkeeping, Balance, Internal Controls, Excel, Cash, Preparation, Cash Management, Word, Consolidation, Accounts Payable, Inventory Management, Microsoft Excel, Payroll, Microsoft Word, Bank Reconciliation, Invoicing, Data Entry, Outlook, Financial Statements, Auditing, Expenses, Accounts Receivable, Tax, Cash Receipts, Accounting Applications, Petty Cash, Balance Sheet, Monthly Closing, US GAAP, Tax Preparation, Monthly Close, Cash Flow, Year-end Close, Budgets, Revenue Recognition, Process Improvement, Time Management, Income Tax, Finance, Financial Analysis, Payroll Taxes, Accruals, Peachtree
Education
Ashford University 2009 — 2011
Bachelor of Arts, Accounting
Minnesota School of Business 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Management Accounting
Farmers/21st century insurance March 2013 - Present
Wells Fargo Insurance Services August 2010 - January 2013
Wells Fargo July 2009 - July 2010
Iowa Lakes Community College July 2007 - June 2009
Jamestown College August 1999 - June 2007
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Retirement, IRAs, Mortgage Lending, Commercial Insurance, Sales, Loans, Credit, Health Insurance, Cold Calling, Financial Services, Customer Retention, Coaching, Team Building, Finance, Customer Service, Homeowners, Umbrella Insurance, New Business Development, Direct Sales, Call Centers, Strategic Financial..., Universal Life, Financial Planners, Sales Process, Training, Leadership, Event Planning, Process Improvement, Sales Management, Marketing, Strategic Planning, Account Management, Sales Operations
Education
Northern State University 1998 — 1999
Master's degree, Health and Physical Education/Fitness
Arizona State University 1993 — 1998
Bachelor's degree, History
Integro Insurance Brokers September 2014 - Present
Wells Fargo Insurance Services October 2006 - September 2014
Frenkel & Company September 2004 - October 2006
Travelers June 1994 - September 2004
White, Quinlan & Staley September 1989 - June 1996
Skills
Insurance, Risk Management, Enterprise Risk..., Workers Compensation, General Liability, Litigational Management, Intenational Claims, Executive Liability, Liability, Legal Liability, Litigation, Litigation Management, Property & Casualty..., Claim, Brokers, Professional Liability, Subrogation
Education
Adelphi University
FIT
Wells Fargo Insurance Services February 2014 - Present
ABD Insurance and Financial Services March 2005 - January 2014
Cheskin Research January 1999 - February 2001
American Airlines May 1996 - October 2000
Skills
Journal Entries, Accruals, Invoicing, Insurance, Accounting, Payroll, Finance, Access, Outlook, Accounts Payable, Analysis, Auditing
Education
Ateneo Graduate School of Business 1995 — 1995
Basic Computer Programming, Basic Computer Programming
Laguna College, Laguna Philippines 1983 — 1987
Bachelor of Science (BSc), Major in Accounting
The Consos Group, Inc. October 2012 - Present
Wells Fargo Insurance Services September 1991 - July 2012
Skills
Insurance, Process Improvement, Operations Management, Business Analysis, Customer Service, Relationship Management, Team Building, Project Management, Health Insurance, Medicare Advantage, Individual Health..., Licensed Life & Health...
Education
Armstrong Atlantic State University
Baruch College
Business Insurance Now February 2015 - Present
IIA November 2014 - Present
Wells Fargo Insurance Services December 2005 - October 2014
Henderson Taylor / Insurance Staffing Solutions April 2005 - December 2005
Q-Temps Insurance Staffing January 2005 - March 2005
Hibbs-Hallmark & Company June 1999 - December 2004
Skills
Workers Compensation, Umbrella Insurance, Commercial Insurance, Marketing, Customer Service, Insurance, Property
Education
IIAT 2000 — 2000
ACSR Designation
ATI Career Training Center-Dallas 1999 — 2000
Computerized Accounting, Accounting and Finance, 95
Switzerland of Ohio Local School District August 2012 - Present
The Schwendeman Agency, Inc. February 2009 - July 2012
Wells Fargo Insurance Services August 2005 - November 2008
Liberty Mutual Insurance February 2001 - August 2005
Skills
Public Speaking, Public Relations, Local Government Finance, Public Sector Financial..., Public Sector Budgeting, Public & Private Sectors, Strategic Financial..., Human Resources, Business Operations, Business Strategy, Health Insurance, Property & Casualty..., Educational Management, Educational Fundraising, Cross-functional Team..., Organizational..., Contract Negotiation, Employment Contracts, Payroll, Operating Budgets, Capital Budgeting, Managerial Finance, Financial Analysis, Education Law, Public Education, School Districts, School Safety
Education
Ashland University 2012 — 2012
School Law / School Finance
Ohio University 1993 — 1998
Business Administration, Marketing, Economics, Accounting, Finance
Home Auto Liability Claims AdjusterAllstateDecember 2014 - Present
Century Link October 2011 - July 2012
CenturyLink October 2011 - July 2012
Wells Fargo Insurance Services August 2010 - March 2011
Wells Fargo Insurance Inc August 2010 - March 2011
Jody Baber State Farm Insurance May 2006 - July 2010
Skills
Insurance, Employee Benefits, Sales, Customer Service, Salesforce.com, Selling
Education
St. Stephen's University 2002 — 2006
Bachelor's degree, History
St. Stephen's University, St. Stephen 2002 — 2006
B.A; B.A, History and Literature
Wells Fargo Insurance Services October 2000 - Present
Education
Arizona State University 1977 — 1981
Bachelor's degree, Finance/Insurance
Baylor University
Wells Fargo Insurance Services December 2001 - October 2014
Education
Arizona State University
Bachelor's degree, Criminal Justice/Safety Studies
Wells Fargo Insurance Services April 2005 - Present
McArthur Insurance Agency April 1998 - March 2005
Education
Trinity College of Florida 1997 — 1999
Bachelor of Arts (B.A.), Biblical Studies Specialized Ministry of Missions
The American Judo and Jujitsu Federation July 2011 - Present
Silver-wear February 1995 - August 2012
Wells Fargo Insurance Services July 2008 - October 2009
Skills
Sports, Microsoft Office, Customer Service, Microsoft Excel, Public Relations, PowerPoint, Microsoft Word, Typing, 10 Key, Sales Management, Sales, Health Insurance, Human Resources, Martial Arts, Team Building, Coaching, Strategic Planning
Education
California State University-Sacramento 1989 — 1992
Biology/Biological Sciences, General
American River College 1987 — 1989
Associate of Science (A.S.), Physical Sciences
Wells Fargo Insurance Services 2001 - 2012
Sedgwick James of Georgia, Inc 1984 - 1990
Sedgwick James of Georgia, Inc. 1984 - 1990
Education
Auburn University 1966 — 1970
Bachelor of Arts (BA), Business Administration and Management, General
MDW Insurance Group June 2015 - Present
Wells Fargo Insurance Services July 2006 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Planning & Organizing..., Youth Leadership, Marketing, Professional Liability, Property, Commercial Insurance, Underwriting, Casualty Insurance
Education
Andrews University 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Waddell & Reed November 2014 - Present
Waddell & Reed contracted through Morgan Hunter August 2013 - August 2014
Wells Fargo Insurance Services 2011 - 2013
Wells Fargo Insurance Services 2005 - 2011
Wells Fargo Insurance Services 1998 - 2005
Wells Fargo Insurance Services 1994 - 1998
Wells Fargo Insurance Services 1991 - 1994
Education
Avila University 1992 — 1995
Master of Business Administration (M.B.A.)
Emporia State University 1987 — 1991
Bachelor of Science (B.S.) - Business, Major - Finance; Minor - Accounting
Wells Fargo Insurance Services October 2006 - Present
Fiserv Health (formerly Benefit Planners) July 1986 - October 2006
Skills
Sales Management, Marketing Strategy
Education
Angelo State University