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
Pritchard & Jerden June 2013 - Present
Wells Fargo Insurance Services June 2011 - June 2013
Pritchard & Jerden August 1998 - May 2011
Munchies Bar & Restaurant - Athens September 1994 - August 1998
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Casualty, Workers Compensation, Liability, Commercial Lines, Legal Liability, Account Management, Risk Management
Education
University of Georgia - Terry College of Business 1993 — 1998
BS, Risk Management & Insurance
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services January 2008 - March 2014
CIGNA HealthCare June 2003 - January 2008
Skills
Employee Wellness, Human Resources, Benefits Administration, Employee Benefits, Strategic Planning, Strategy, Negotiation, Insurance, Account Management, Underwriting, Recruiting, HRIS
Education
University of Phoenix 2003 — 2005
BS, Business Management
University of Houston 1988 — 1992
English
Wells Fargo Insurance Services December 2014 - Present
Alliant Insurance Services March 2013 - December 2014
Zendesk March 2012 - March 2013
Salesforce.com November 2010 - March 2012
Thomson Reuters August 2006 - October 2010
London & Capital March 2004 - March 2006
Smith Barney 1999 - 2003
Skills
SaaS, Business Development, Equities, Selling, Portfolio Management, Analytics, Hedge Funds, Investments, Sales, Salesforce.com, Mutual Funds, Cloud Computing, Enterprise Software, Lead Generation, Account Management, CRM, Solution Selling, New Business Development, Sales Process, Strategic Partnerships, Start-ups, Sales Operations, Professional Services, Direct Sales, Strategy
Education
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts
Alameda High School 1989 — 1993
Wells Fargo Insurance Services August 2014 - Present
Hub International June 2010 - August 2014
Aon Construction Services Group January 2001 - August 2009
Lockton Companies July 1996 - January 2001
Education
University of Connecticut 1985 — 1989
Management Marketing
Wells Fargo Insurance Services November 2013 - May 2015
Mesirow Financial May 2011 - November 2013
C.R. Vince & Associates, Inc. June 2009 - May 2011
Campus Maids, LLC June 2008 - September 2009
Cold Stone Creamery April 2007 - May 2009
Dudley & Lake May 2005 - August 2006
CitiNet Frosch Travel May 2005 - August 2005
Skills
Customer Service, Access, Liability, Casualty, Workers Compensation, Microsoft Word, Insurance, Property & Casualty..., Brokers, Professional Liability, Underwriting, Commercial Insurance
Education
University of Illinois at Urbana-Champaign 2005 — 2009
BA, Sociology
Wells Fargo Insurance Services April 2005 - Present
GATX October 2000 - April 2005
Wolf & Company LLP May 1996 - October 2000
Skills
Financial Analysis, Underwriting, Strategic Financial..., Insurance, Financial Reporting, Financial Modeling, Accounting, Risk Management, Financial Services, Banking, Hyperion Enterprise, Treasury Management, Mergers & Acquisitions, Internal Controls, Financial Planning, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 1991 — 1996
Bachelor of Science (B.S.), Accounting
Wells Fargo Insurance Services April 2001 - Present
St. Paul Companies 1979 - 2001
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Insurance, Professional Liability, Workers Compensation, Liability, General Insurance, Commercial Lines, Risk Management, Legal Liability, Reinsurance, Business Development, Brokers, Casualty, Employment Practices..., D&O, Umbrella Insurance, Excess, Claim, Claims Management, Financial Risk, Health Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Fixed Annuities, Enterprise Risk..., Term Life Insurance, Long-term Care, Retirement, Property, Fiduciary, Retirement Planning, Employee Benefits, Financial Services, Whole Life, Captives, Management, Sales, Leadership, Casualty Insurance
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Economics and Finance
Wells Fargo Insurance Services September 2013 - Present
Arthur J. Gallagher & Co. January 2002 - September 2013
Aon Risk Solutions September 1999 - January 2002
CUNA Mutual Group January 1996 - September 1999
Skills
Property & Casualty..., Insurance, Commercial Insurance, Legal Liability, Professional Liability, Casualty, Employment Practices..., Marketing, Construction, Proposal Writing, Excess, Workers Compensation
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Risk Management & Insurance
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Insurance Services USA, Inc. January 2008 - January 2013
Wells Fargo Insurance Services, Inc. September 1997 - January 2013
ABD Insurance and Financial Services September 1997 - December 2008
Willis September 1986 - September 1997
Skills
Project Management, Mergers, Continuing Education, Insurance, Sales, Underwriting, Risk Management, Employee Benefits, Workers Compensation, Property & Casualty..., Health Insurance, Commercial Insurance, General Insurance, Strategic Planning, Coaching, Customer Service, Team Building, Leadership Development, Brokers, Organizational..., Learning and Development, Operations Management, Instructional Design, Training Facilitation, Quality Control, Curriculum Design, Curriculum Development, Organizational..., Communication Skills, Strategy Implementation, Process Improvement, Microsoft Technologies, Training, Mentoring, Workflows and Best..., Insurance Operations, Contract Review, Policy Checking, Claims, Diversity and Inclusion, Marketing, Teamwork, Change Management, Team Leadership, User Experience Design, Analysis, Human Resources, Business Development, Program Management, Onboarding
Education
University of California, Santa Cruz
Certificates, Training and Human Development, Quality Assurance and Continuous Improvement
Wells Fargo Insurance Services March 2011 - Present
Willis Insurance Group, LLC December 2007 - March 2011
Lockton Insurance Brokers December 2001 - May 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows
Education
University of California, Los Angeles 1977 — 1979
Executive MBA Program
University of Southern California 1972 — 1976
Bachelor of Science, International Finance
AIG March 2015 - Present
Starr Companies August 2013 - March 2015
AIG July 2011 - July 2013
AIG January 2009 - June 2011
Wells Fargo Insurance Services May 2006 - August 2006
Skills
Property & Casualty..., Underwriting, General Insurance, Insurance, Reinsurance, Commercial Insurance, Casualty, Liability, Commercial Lines
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Risk Management & Insurance
Wells Fargo Insurance Services August 2015 - Present
The IMT Group January 2013 - Present
The IMT Group June 2011 - January 2013
Hawkeye Sports Business Organization March 2009 - May 2011
Universisty of Iowa Main Library October 2007 - May 2011
University of Iowa Dance Marathon March 2010 - February 2011
VGM Insurance May 2010 - August 2010
VGM Education May 2010 - August 2010
University of Iowa Dance Marathon March 2009 - February 2010
Skills
HAAG Certified..., Practical Property..., Collision Damage..., Event Planning, Leadership, Microsoft Office, Social Media, Customer Service, Fundraising, Public Speaking
Education
University of Iowa 2007 — 2011
Marketing
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Marketing
Columbus Catholic High School 2003 — 2007
High School
Pritchard & Jerden 2014 - Present
TIS Insurance Services, Inc. May 2013 - May 2014
Wells Fargo Insurance Services 2010 - 2013
Smith Brothers Insurance 2005 - 2010
Skills
Property, Licensed Property &..., Casualty, Professional Liability, Commercial Insurance, Excess & Surplus Lines, Workers Compensation, Liability, Employment Practices..., Underwriting, Directors & Officers..., Property & Casualty..., Inland Marine, Insurance, Legal Liability, Umbrella Insurance, Commercial Lines, D&O, Claim
Education
University of West Georgia
Master of Business Administration, Business Administration, Management and Operations
University of Connecticut
Bachelor of Arts, Political Science
Wells Fargo Insurance Services October 2005 - Present
Dimond Bros. Insurance Agency August 1992 - October 2005
Third Coast Insurance Co (BC/BS of IL Subsidiary) April 1995 - June 1997
Skills
Property & Casualty..., Insurance, Commercial Insurance, Brokers, Underwriting, Professional Liability, Casualty, General Insurance, Liability, Legal Liability, Health Insurance, Workers Compensation, Commercial Lines, Employee Benefits, Reinsurance, Claims Management, Claim, Umbrella Insurance, Life Insurance, Risk Management, Excess, Fixed Annuities, Inland Marine, Casualty Insurance, Disability Insurance, Retirement Planning, D&O, Employment Practices..., Sales, Small Business, Term Life Insurance, Long-term Care, Account Management, Risk Assessment, Sales Presentations, Property
Education
University of Illinois at Urbana-Champaign 1984 — 2000
Bachelor of Science (BS), College of Agriculture
National Alliance for Insurance Education & Research 1994 — 1996
Certified Insurance Counselor
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services April 2007 - May 2014
CareOne Management LLC March 2005 - June 2006
Skills
Health Insurance, Underwriting, Insurance, Employee Benefits, Brokers, Group Insurance, Ancillary Benefits, Admissions, Technology, Disability Insurance
Education
University of Louisville 2000 — 2003
Jeffersontown High School 1996 — 2000
Diploma, General Studies
Arthur J Gallagher Risk Management Services, Inc September 2012 - Present
Wells Fargo Insurance Services February 2007 - September 2012
Skills
Marketing, Underwriting, Sales, Property & Casualty..., Workers Compensation, Commercial Insurance, Casualty, Professional Liability, Legal Liability, Insurance, Umbrella Insurance, Commercial Lines, Liability, Risk Management, Account Management, Inland Marine, New Business Development, Insurance Brokerage, Brokers, Casualty Insurance, Customer Service, Management, Leadership, Claims Management
Education
University of Miami - School of Business 2010 — 2012
Business Management
HealthSmart January 2010 - Present
Galaxy Lanes, LLC January 2012 - Present
Wells Fargo Insurance Services June 2003 - December 2009
Wells Fargo Insurance Services June 2009 - August 2009
Skills
Typing, Microsoft Excel, Microsoft Word, Problem Solving, Written Communication, Quality Assurance, Mathematics, Data Entry, Cake Decorating, Medical Terminology, Health Insurance, HIPAA, Quality Auditing, Adobe Acrobat, Photoshop, 10 Key Touch, Microsoft Office, Cash Handling Experience, Customer Service
Education
University of Maryland University College 2014 — 2016
West Virginia University 1999 — 2002
Accounting and Business/Management
Wells Fargo August 2013 - Present
Wells Fargo Insurance Services September 2009 - Present
MAXIMUS April 2006 - September 2009
Skills
Microsoft SQL Server, T-SQL, Data Modeling, SSIS, SSAS, SSRS, Data Warehousing, ETL, SQL, Visio, SharePoint, Business Analysis, Systems Analysis, Crystal Reports, Requirements Analysis, Business Requirements, Requirements Gathering, COBOL, DB2, Software Documentation, Database Design, C#, ASP.NET, Databases, Data Conversion, Testing, VB.NET
Education
University of Maryland College Park 2004 — 2008
Information Systems, Computer Science, Math
Salo LLC December 2012 - Present
Keen Sight Consulting, LLC October 2012 - Present
Donaldson January 2014 - Present
Wells Fargo Insurance Services July 2013 - December 2013
Famous Dave's of America January 2013 - June 2013
Nash Finch Company November 2012 - January 2013
Target 2010 - October 2012
Target 2008 - 2010
Target 2006 - 2008
Target 2004 - 2006
Skills
Business Intelligence, Analytics, Business Process, Retail, Data Warehousing, Strategy, Business Analysis, Forecasting, Leadership, Project Management, Analysis, SAP, Management, Process Improvement, Business Process..., Team Leadership, Project Planning, Strategic Planning, Change Management, Risk Management, Financial Analysis, Microstrategy, Master Data Management, Cross-functional Team..., Training, Access, Consulting, Organizational Change, Finance, Enterprise Software, Databases, Business Analytics, Cognos, Budgets, E-commerce, Start-ups, Data Migration, Corporate Finance, Retail Systems, Retail Accounting, Business Strategy, Tableau
Education
University of Minnesota - Carlson School of Management
MBA, Finance and Information Systems
University of Minnesota-Twin Cities
BS, Economics
Wells Fargo Insurance Services July 2014 - Present
Insurance Pro Agencies April 2012 - August 2014
Sasafrassnet February 2012 - March 2012
BP August 2010 - December 2011
BP July 2006 - August 2010
Harold's Chicken Shack September 2005 - March 2009
Skills
Account Reconciliation, Inventory Management, Account Management, SAP, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, SAP BW, NexGen, Project Management, Accounting, Accounts Payable, Accounts Receivable, Key Account Management, Sales, Direct Sales, Telemarketing, HVAC, Plumbing, Facilities Management, Preventive Maintenance, Maintenance Management, Analysis, Software Documentation, Management, Forecasting, Invoicing, Data Analysis, Marketing, Coaching, Teamwork, Training, Process Scheduler, Project Planning, Leadership, Time Management, Pricing
Education
University of Maryland University College 1999 — 2002
Bachelor's degree, Business and Management, 3.0
University of Colorado Boulder 2014 - Present
Wells Fargo Insurance Services November 2013 - September 2014
Camino de Santiago July 2014 - August 2014
Wells Fargo Insurance Services June 2013 - November 2013
AppleOne Employment @ Wells Fargo Insurance Services June 2012 - November 2013
Victoria's Secret July 2010 - May 2012
United States Marine Corps January 2009 - December 2009
Air Marine Forwarding August 2006 - September 2008
Skills
Farsi, Accounts Payable, Accounts Receivable, Customer Service, Collections, Invoicing, Bank Reconciliation, Data Entry, Accounting, Financial Accounting, Analysis, Project Planning, Process Improvement, Spanish, Strategic Planning, PowerPoint, Research, Inventory Management, Financial Analysis, Team Leadership, Budgets, Proposal Writing, General Ledger, Forecasting, Management, Insurance, Outlook, Microsoft Excel, Account Reconciliation, Finance, Financial Reporting, Human Resources, Leadership, Microsoft Office, Microsoft Word, Training, Payroll, Sales, Journal Entries
Education
University of Colorado Colorado Springs 2010 — 2011
Bachelor of Arts, Middle Eastern and Asian History
University of Colorado Colorado Springs 2004 — 2006
Bachelor of Arts, International Economics
Wells Fargo Insurance Services October 2008 - Present
Wachovia Insurance Services May 2001 - October 2008
Hamilton Dorsey Alston June 1980 - May 2001
Skills
D&O, Professional Liability, Property & Casualty..., Commercial Insurance, General Insurance, Workers Compensation, Employment Practices..., Insurance, Casualty, Brokers, Umbrella Insurance, New Business Development, Excess, Liability, Legal Liability, Financial Risk, Mergers & Acquisitions, Risk Management, Commercial Lines, Reinsurance, Health Insurance
Education
American Institute 1980 — 1984
CPCU
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management & Insurance
Wells Fargo Insurance Services September 2004 - Present
Lenox Advisors August 2001 - August 2004
Rogers Benefit Group 1997 - 2001
Skills
Insurance, Underwriting, Health Insurance, Brokers, Employee Benefits, General Insurance, Life Insurance, Reinsurance, Disability Insurance, Claim, Financial Analysis, Mergers & Acquisitions, Joint Ventures, Flexible Spending..., Spin-offs, Budget Forecasts, COBRA, Legislative Issues, 5500s
Education
University of Colorado Denver 1997 — 2001
Bachelor's degree, Accounting
USI Insurance Services March 2015 - Present
AmWINS Brokerage of Texas, Inc. September 2008 - March 2015
Wells Fargo Insurance Services May 2004 - September 2008
Marsh & McLennan Companies, Inc. August 1994 - May 2004
Skills
D&O, Casualty, Underwriting, Property & Casualty..., Professional Liability, Insurance, Commercial Insurance, Brokers, Energy, Legal Liability, Liability, Commercial Lines, Financial Risk, Customer Service, General Insurance, Risk Management, Marine Insurance, Reinsurance
Education
University of Houston-Clear Lake 1983 — 1985
Bachelor of Business Adminsitration, Business, Honors Graduate, Cum Lade
University of Colorado Boulder 1978 — 1982
Engineering, Deans List
Taylor Harris and Momentous Insurance Services July 2012 - Present
Wells Fargo Equine Insurance Services June 1994 - May 2012
Wells Fargo Insurance Services 1996 - 2012
Skills
Horse Training, Horseman, Horse Show Judging, Property & Casualty..., Life Insurance, Health Insurance, Legal Liability, Professional Liability, Employment Practices..., Casualty, Brokers, Umbrella Insurance, Commercial Lines, Reinsurance, Underwriting, Workers Compensation, Excess, General Insurance, D&O, Liability Analysis, Inland Marine, Insurance Brokerage, Disability Insurance, Claims Management, Health Savings Accounts, Claim, Term Life Insurance, Captives, Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Accident, Financial Risk, Risk Management, Directors & Officers..., Liability, Surety Bonds, Commercial Insurance, Retirement Planning, Property, Risk Financing, Risk Analysis, Small Business, CPCU, Middle Market, E&O, Construction Insurance, Group Insurance, Insurance Consulting
Education
University of Southern California 1947 — 1948
UCLA 1945 — 1945
Wells Fargo Insurance Services September 2015 - Present
Lockton Companies September 2012 - September 2015
CNA Insurance July 2010 - July 2012
CNA Insurance January 2004 - July 2010
CNA Insurance September 1998 - January 2004
AIG March 1995 - September 1998
Skills
Underwriting, Management Liability, Employment Practices..., D&O, Professional Liability, Property & Casualty..., Commercial Insurance, Liability, Casualty, Insurance, Legal Liability, Commercial Lines, Liability Analysis, Directors & Officers..., E&O, Fiduciary, Excess, Brokers
Education
University of Delaware 1989 — 1993
BS, Business Administration, Marketing
University of Delaware - Lerner College of Business and Economics 1989 — 1993
BSBA, Marketing
Hays Companies May 2014 - Present
Wells Fargo Insurance Services April 2012 - May 2014
Wells Fargo Insurance Services July 2010 - April 2012
Wells Fargo Bank August 2005 - July 2010
Skills
PowerPoint, Account Management, Customer Service, Microsoft Excel, Underwriting, Outlook, Property & Casualty..., Financial Analysis, Microsoft Office, Insurance, Risk Management, Microsoft Word, Analysis, Banking, Customer Satisfaction, Leadership, Management, Sales, Team Building, Surplus Lines, Commercial Insurance, Liability, Automobile Liability, Umbrella Insurance
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Science (B.S.), Business Management Economics
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Insurance Services January 2008 - December 2012
Wells Fargo Insurance Services April 2006 - June 2008
Wells Fargo Insurance Services January 2002 - December 2004
COUNTRY ® Financial June 1996 - June 2002
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Information Technology, Microsoft Office, Customer Service, Liability, Risk Management, Training, Process Improvement, Underwriting, Business Analysis
Education
University of Illinois at Urbana-Champaign 1998 — 2001
Bachelor's Degree, Biology
Wells Fargo Insurance Services November 2014 - Present
The McCart Group July 2012 - 2014
Kindred Healthcare February 2006 - July 2012
ChapmanSchewe/Edify Benefits Consulting February 2002 - December 2005
CIGNA January 2001 - January 2002
CIGNA HealthCare (CHC) January 2000 - January 2001
CIGNA January 1999 - January 2001
BELLSOUTH January 1997 - January 1999
CIGNA HealthCare (CHC) January 1986 - January 1997
Skills
Employee Benefits, Strategic Planning, Process Improvement, Health Insurance, Managed Care, Healthcare, Account Management, Benefits Administration, Strategy, Medicare, Management, Training, Sales, Program Management, Human Resources
Education
University of Florida
BS, Journalism
University of Florida
B.S, Journalism and Communications
HUB International March 2015 - Present
Allstate September 2012 - January 2015
Hays Companies March 2010 - August 2012
Wells Fargo Insurance Services June 2002 - August 2009
Airline Transport Professionals January 2001 - March 2002
Consumers Digest May 1998 - August 2001
Skills
Health Insurance, Benchmarking, Benefits Administration, CRM, Insurance, Business Development, Sales Management, Customer Retention, Management, Human Resources, Underwriting, Employee Benefits, Brokers, Leadership, Sales, Life Insurance, Selling
Education
University of Illinois at Chicago 1994 — 1998
Liberal Arts and Science, Communications
USI Insurance Services March 2015 - Present
Marsh October 2012 - March 2015
Wells Fargo Insurance Services March 2011 - September 2012
Wells Fargo Insurance Services November 2004 - March 2011
Travelers Insurance July 1991 - November 2004
USF&G 1991 - 1996
Skills
Underwriting, Financial Services, Property & Casualty..., Manufacturing, Insurance, Commercial Insurance, Risk Management, Workers Compensation, Professional Liability, Liability, General Insurance, Brokers, Casualty Insurance, Legal Liability, Management, Umbrella Insurance, Marketing, Financial Risk, Mergers & Acquisitions, Sales Management, D&O, Accounting, Casualty, Employee Benefits, New Business Development, Health Insurance, Strategic Planning, Employment Practices..., Negotiation
Education
University of Kentucky 1982 — 1986
BA, Psychology, Marketing
BlackRock August 2014 - Present
BlackRock March 2014 - August 2014
BlackRock September 2012 - January 2014
Wells Fargo Insurance Services May 2011 - January 2012
Northwestern Mutual December 2010 - May 2011
Orchard Golf and Country Club June 2006 - August 2010
Skills
Investments, Risk Management, Management, Employee Benefits, Asset Allocation, Asset Managment, Insurance, Wealth Management, Financial Services, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Alternative Investments, Retirement Planning, Relationship Management, Series 63, Financial Analysis
Education
University of Georgia - Terry College of Business 2010 — 2012
Bachelor of Business Administration, Finance
Young Harris College 2008 — 2010
Associate of Science, Business
Nelson Insurance Agency Inc May 2011 - Present
Wells Fargo Insurance Services May 1999 - July 2010
Skills
Commercial Insurance, Property, Homeowners, Workers Compensation, Professional Liability, New Business Development, Employment Practices..., Commercial Lines, Liability, Employee Benefits, Insurance, Property & Casualty..., Underwriting, Fundraising, Life Insurance, Casualty, Legal Liability, General Insurance, Brokers, D&O, Casualty Insurance
Education
University of Kentucky 1985 — 1989
BBA, Marketing
Sacred Heart Academy 1981 — 1985
Wells Fargo Insurance Services December 2011 - Present
Wells Fargo Insurance Services January 2005 - December 2011
Willis North America 2002 - 2005
USI of Southern California Insurance 1996 - 2002
Vistage International 1996 - 2000
Marsh Inc. 1992 - 1996
Jardine Risk Management, Inc. 1990 - 1992
Marsh, Inc. 1985 - 1990
Liberty Mutual Insurance 1983 - 1985
Skills
Insurance, Acquisitions, Contract Negotiation, Sales, Leadership, Vendor Management, Risk Assessment, Management, Captives, Mergers, Negotiation, Program Management, Business, Commercial Real Estate, Financial Risk, Operational Efficiency, Mergers & Acquisitions, Underwriting, Team Building, Risk Management, Casualty, Strategic Planning, Analysis, Finance, Property & Casualty..., Sales Management, Workers Compensation, Commercial Insurance, Employment Practices..., Brokers, Professional Liability, Marketing, Commercial Lines, Claim, Claims Management, Legal Liability, Reinsurance, Liability, D&O, Umbrella Insurance, Executive Management, Health Insurance, General Insurance, Employee Benefits, P&L Management, Casualty Insurance
Education
University of LaVerne College of Law 1992 — 1996
Juris Doctorate, Law
Arizona State University - W. P. Carey School of Business 1979 — 1982
Bachelor of Science, Business Admin./ Management & Finance
University of Dayton 1977 — 1979
Business Administration Marketing and Finance
La Lumiere School 1973 — 1977
College/University Preparatory and Advanced High School/Secondary Diploma Program
Palmer & Cay June 2011 - Present
Wells Fargo Insurance Services June 1990 - June 2011
Education
University of Georgia - Terry College of Business 1986 — 1990
BBA, Risk Management & Insurance
Independent Insurance Agent August 2013 - Present
Humana May 2011 - August 2013
eHealthInsurance February 2010 - May 2011
Wells Fargo Insurance Services 2007 - 2009
Wells Fargo Bank 1995 - 2009
Skills
Insurance, Health Insurance, Account Management, Underwriting, Sales, Team Building, Customer Service, Leadership, Management, Employee Benefits, Sales Management, Training, Customer Retention, Disability Insurance, Cold Calling, Life Insurance, Call Centers, Strategic Planning, Business Development, Process Improvement, Coaching, Customer Satisfaction, Marketing, Marketing Strategy, New Business Development, Term Life Insurance, CRM
Education
University of Delaware 1992 — 1994
Finance and Marketing
Wells Fargo Insurance Services accountantPwC1985 - 1990
Education
University of Florida 1981 — 1985
BS Accounting, Accounting
HML
Wells Fargo Insurance Services May 2015 - Present
Aon Risk Solutions November 2000 - May 2015
Marsh 1992 - 1999
Education
University of Maryland College Park 1985 — 1992
Bachelor's, Business Administration
5 Star Bank December 2011 - Present
Wells Fargo Insurance Services October 2008 - October 2010
Department of Human Services January 2001 - June 2006
Skills
Project Management, Access Database, Microsoft Office, Microsoft Excel
Education
University of La Verne 1997 — 2000
BA, Business
Keysight Technologies November 2014 - Present
Agilent Technologies November 2010 - October 2014
Wells Fargo Insurance Services July 2009 - November 2010
Colorado Surface Designs, LLC January 2008 - November 2010
Verigy June 2005 - April 2008
Agilent Technologies February 2004 - December 2005
Agilent Technologies May 2002 - February 2004
Agilent Technologies January 2001 - May 2002
Colorado Interstate Gas July 1997 - January 2001
Bohall, Hoover and Associates January 1996 - July 1997
Skills
Sarbanes-Oxley Act, Process Improvement, Accounting, Business Analysis, Business Process, Six Sigma, Leadership, Finance, Requirements Analysis, Management, Analysis, Financial Analysis, Project Management, Process Engineering, Cross-functional Team...
Education
University of Colorado Colorado Springs 1992 — 1997
BS, Accounting
Wells Fargo Insurance Services August 2013 - Present
Skills
Customer Service, Marketing, Social Media Marketing, Social Media, Sales, Social Networking, Facebook, Risk Management, Due Diligence, Policy Analysis, Team Building, Team Leadership, Volunteer Management, Document Management, Client Presentation, Public Speaking, Corporate Communications
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Wells Fargo Insurance Services June 2006 - Present
Wells Fargo March 1995 - June 2006
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley, Project Management, Analysis, Finance, Mergers & Acquisitions, Financial Services, Accounting, Financial Planning, Budgets
Education
Webster University 2000 — 2002
Master of Arts (MA), Business Administration and Management, General
University of Central Florida 1986 — 1991
Bachelor of Science (BS), Finance, General
USI Insurance Services May 2010 - April 2012
Wells Fargo Insurance Services December 2005 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Public Speaking, Editing, Negotiation, Commercial Insurance, Property & Casualty..., Licensed Property &..., Customer Retention, Customer Satisfaction, Long-term Customer..., Risk Management
Education
University of Houston 2001 — 2004
JH Berry Risk Services May 2014 - July 2015
Liberty Mutual Insurance January 2014 - May 2014
Rush Wines August 2011 - January 2014
Sandner Commercial Real Estate July 2010 - October 2011
Wells Fargo Insurance Services 2008 - 2010
Federated Insurance August 2005 - February 2008
Various clubs and courses 1992 - 2005
Skills
Brokerage, Sales, Marketing, Restaurants, Insurance, Real Estate, Selling, Investment Properties, Investments, Negotiation, Financial Analysis, Loans, Market Analysis, Contract Negotiation, Property Management, Commercial Real Estate, Location Intelligence, Leadership
Education
University of Detroit Mercy 1986 — 1991
B.S. Business Administration, Economics
Wells Fargo Insurance Services November 2013 - Present
Wells Fargo Insurance Services July 2013 - November 2013
Wells Fargo Insurance Services January 2012 - July 2013
Wells Fargo TPA October 1996 - December 2011
Skills
Financial Modeling, Risk Management, Finance, Relationship Management, Forecasting, Process Improvement, Insurance, Business Analysis, Business Strategy, Operations Management
Education
The University of Charleston
Bachelor of Science (BS), Accounting
West Virginia University
Master of Business Administration (MBA), Accounting
USI Insurance Services September 2007 - Present
Wells Fargo Insurance Services September 2007 - Present
Skills
Insurance, Underwriting, Property & Casualty..., Marketing, Social Media, Health Insurance, Employee Benefits, Life Insurance, Customer Service, Social Media Marketing, Microsoft Office, Strategic Planning, Commercial Insurance, Account Management, Public Speaking, Risk Management, Professional Liability, Sales, Disability Insurance, Small Business, Legal Liability, Workers Compensation, Brokers, Liability, Term Life Insurance, Casualty
Education
Focus Louisville 2012 — 2012
University of Kentucky 2003 — 2007
BS, Agricultural Economics
Wells Fargo Insurance Services June 1976 - Present
Skills
Health Insurance, Insurance, Disability Insurance, Employee Benefits, Strategic Planning, New Business Development, Underwriting, Health Savings Accounts, Brokers, Benefits Administration, Medicare, Life Insurance, Self-funded, Claim, Managed Care
Education
University of Illinois at Urbana-Champaign 1966 — 1971
B. A., Teacher Education
Champaign High School 1963 — 1966
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services March 2011 - May 2014
Cincinnati Financial Corporation June 2000 - March 2011
Skills
Property & Casualty..., Sales, Commercial Insurance, Insurance, Workers Compensation, New Business Development, Risk Management, Underwriting
Education
University of Cincinnati College of Business 2002 — 2004
MBA
University of Cincinnati College of Business 1995 — 2000
BBA, Operations Management
Raising Cane's January 2013 - Present
Wells Fargo Insurance Services December 2010 - January 2013
Papa Johns 1994 - July 2010
Chubb Insurance 1990 - August 1994
Liberty Mutual 1986 - 1990
Skills
Risk Management, Property & Casualty..., Loss Prevention, Security, Strategy, Project Management, Budgets, Inventory Management, Negotiation, Auditing, Leadership, Insurance, Management, Team Building, Coaching, Project Planning, Performance Management, Workers Compensation, Disaster Recovery, Employee Relations, Strategic Planning, Claims Management, Policy, Time Management, Legal Liability, Finance, Training, Commercial Insurance, Enterprise Risk..., Private Investigations, Retail, Claim, Process Improvement, Franchising, Restaurants, Forecasting, Analysis, Profit, Fraud, Human Resources, Liability, Risk Assessment, Account Management, Financial Analysis, Vendor Management, Risk Analysis, Operations Management, Financial Risk, Professional Liability, Relationship Management
Education
University of Florida 1980 — 1984
BS, Finance
Aon Risk Solutions November 2014 - Present
State of Michigan Board of Counseling July 2014 - Present
University of Michigan Club of Greater Detroit June 2013 - Present
University of Michigan December 2013 - Present
University of Michigan Ross School of Business December 2011 - Present
Crain's Business Detroit December 2012 - Present
Wells Fargo Insurance Services January 2013 - November 2014
Timberland Group July 2011 - January 2013
Meadowbrook Insurance Agency October 2010 - July 2011
Huntington National Bank November 2009 - August 2010
Skills
Employee Benefits, Insurance, Due Diligence, Strategic Planning, Finance, Risk Management, Business Development, New Business Development, Financial Analysis, Organizational Behavior, Business Networking, Cross Selling, Building Relationships, team building, Health Care Reform...
Education
Wharton Executive Education
University of Detroit Mercy 1986 — 1988
MBA, Strategic Marketing and Finance
University of Michigan 1982 — 1986
Bachelor's degree, Organizational Behavior and Industrial Relations
Utica Eisenhower
Wells Fargo Insurance Services August 2002 - Present
CLM of Southwest Ohio October 2012 - October 2013
Kroger Food For Thought Toastmasters Club June 2009 - June 2011
Huesman Schmid Insurance Services August 1997 - August 2002
Skills
Insurance, Risk Management, Claim, Analysis, Management, Workers Compensation, Customer Service, Property & Casualty..., Commercial Insurance, Liability
Education
Colerain High 1994 — 2000
University of Cincinnati
MagellanRx Management January 2015 - Present
ARMSRx Pharmacy Benefit Consulting June 2011 - January 2015
Wells Fargo Insurance Services 1994 - June 2011
Medco Health Solutions 2003 - 2005
Skills
Pharmacy Consulting, Pharmacy Benefit..., Pharmacy, Employee Benefits, Engaging Speaker, Managed Care, Healthcare, Business Development, Strategic Planning, Pharmaceutical Industry, Account Management, Medicare, Insurance, Healthcare Industry, Process Improvement, Program Management, HIPAA, Health Insurance
Education
University of Cincinnati 1986 — 1990
BA
Wells Fargo Insurance Services January 2008 - Present
CIGNA Healthcare June 2003 - January 2008
Education
University of Houston
Herff Jones April 2015 - Present
FedEx Ground July 2011 - April 2015
Watchfire Signs March 2010 - March 2011
Wells Fargo Insurance Services October 2007 - March 2010
Pearson 2007 - 2007
Parkland College 2001 - 2006
Carle Clinic Association 1993 - 2000
University of Illinois at Urbana-Champaign 1989 - 1991
Skills
Employee Relations, Benefits Administration, Onboarding, FMLA, HRIS, Talent Acquisition, Employee Benefits, HR Policies, Deferred Compensation, Labor Relations, Applicant Tracking..., Employee Engagement, Talent Management, Succession Planning, Performance Management, Human Resources, New Hire Orientations, Workforce Planning, Compensation & Benefits, Compensation & Benefit, SPHR, College Recruiting, Hiring
Education
University of Illinois at Urbana-Champaign 1991 — 1993
Masters, Human Resources
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor of Science (BS), Health/Health Care Administration/Management
Champaign Central 1978 — 1981
Diploma
Wells Fargo Insurance Services September 2014 - Present
Cellarium Insurance Co March 2014 - September 2014
Kangaroo Express, an operating trade name of The Pantry, Inc. 2013 - 2014
Kangaroo Express, an operating trade name of The Pantry, Inc. 2012 - 2013
The Pantry 2011 - 2012
Marsh 2005 - 2010
Guy Carpenter 1999 - 2003
Skills
Financial Risk, Brokers, Analysis, Risk Management, Reinsurance, Property & Casualty..., Liability, Commercial Insurance, Insurance, Risk, Captives, D&O, Claims Management, Workers Compensation, Presentations, Development Of Employees, Environmental Insurance, Claim, General Insurance, Legal Liability, Professional Liability, Enterprise Risk..., Management, Casualty, Commercial Lines, Risk Assessment, Policy, Casualty Insurance, Employment Practices..., Umbrella Insurance, Excess, Process Improvement, Claim Investigation, Risk Analysis, Customer Service
Education
University of Leeds 1996 — 1999
Bachelor of Arts, Classics
City of Sunderland College 1993 — 1995
Literature, Art, Media
Sterling Administration May 2015 - Present
Woodruff-Sawyer & Co March 2010 - December 2013
Board member, Catholic CharitiesCYO, San Francisco 2007 - 2013
KDOW 1220 AM January 2012 - December 2012
Wells Fargo Insurance Services 2004 - May 2009
Marsh April 1996 - April 2004
Skills
Auditing, Consultative Problem..., Critical Thinking, Employee Benefits, Strategic Thinking, Problem Solving, Negotiation, Healthcare, Leadership, Disability Insurance, Insurance, Public Speaking, Sales, Brokers, Underwriting, Life Insurance, Salesforce.com, Human Resources, Management, Workers Compensation, Health Insurance, Professional Liability, Benefits Administration, Strategic Planning, Training, Risk Management, Property & Casualty..., Account Management, Commercial Insurance, Team Building, Policy, Legal Liability, Claim, Performance Management, Liability, Casualty, Organizational..., Employee Relations, Executive Management, Employee Wellness, Leadership Development, Mergers & Acquisitions, Analysis, Customer Retention, D&O, Sales Management, Strategy, Consulting, Business Strategy
Education
University of California, Santa Barbara 1976 — 1979
Social Sciences, History, Sociology
Canada College 1974 — 1976
Associate in Arts, Social Sciences
Carlmont High School 1970 — 1974
High School Diploma
Wells Fargo Insurance Services April 2005 - Present
Marsh May 2002 - April 2005
Brown & Brown April 1999 - March 2002
Education
University of Central Oklahoma
BS, Business
Marsh June 2012 - Present
Wells Fargo Insurance Services March 2004 - June 2012
Marsh 1999 - 2004
Skills
D&O, Professional Liability, Employment Practices..., Liability, Legal Liability, General Insurance, Reinsurance, Workers Compensation, Commercial Lines, Captives, Claim, Claims Management, Directors & Officers..., Risk Management
Education
Wayne State University 1989 — 1991
Bachelor of Arts (BA), Psychology
University of Detroit Mercy 1987 — 1988
HUB International September 2015 - Present
Wells Fargo Insurance Services 2004 - August 2015
Marsh 2000 - 2004
Aon Risk Services 1991 - 2000
Skills
Risk Management, Resorts, Hospitality, Hospitality Industry, Hotel Management, Hotels, Insurance, Restaurants, Workers Compensation, Risk Mitigation, Claims Management, Property & Casualty..., Liability, Leadership, Management, Brokers, Financial Risk, Professional Liability, Casualty Insurance, General Insurance, Strategic Planning, Casualty, Employee Benefits, Commercial Insurance, Underwriting
Education
University of Colorado Boulder 1983 — 1987
Bachelor’s Degree, Business
Boise July 2015 - Present
Wells Fargo Insurance Services May 2004 - July 2015
People Source International, LLC April 1998 - April 2004
Arthur Andersen, LLP 1994 - 1998
Skills
Financial Reporting, Accounting, Account Reconciliation, Analysis, Auditing, Budgets, Due Diligence, Finance, Financial Analysis, Forecasting, Internal Audit, Internal Controls, Management, Mergers, Operations Management, Process Improvement, Risk Management, Strategic Planning, Variance Analysis
Education
University of Colorado at Colorado Springs 2006 — 2009
MBA, Management
University of Colorado Denver 1991 — 1994
BS, Accounting
Wells Fargo Insurance Services February 2014 - Present
Wells Fargo Bank June 2010 - February 2014
Deloitte Consulting February 2007 - June 2010
Wells Fargo Bank July 1992 - February 2007
Skills
Leadership, Financial Services, Strategic Planning, Relationship Management, New Business Development, Consulting, Project Management, Call Centers, Customer Service, Marketing Communications
Education
University of Iowa 1987 — 1991
BA
JLT Specialty Insurance Services Inc. April 2015 - Present
Marsh October 2010 - April 2015
Wells Fargo Insurance Services May 2008 - April 2010
Willis December 2005 - June 2008
Sentry Insurance December 2003 - January 2005
Midwest National Life Insurance Company (AFS) March 2000 - January 2003
Skills
Insurance, Professional Liability, Risk Management, Employment Practices..., Liability, Employee Benefits, Financial Risk, Fiduciary, Financial Services, Commercial Lines, Financial Institutions, Health Insurance, Leadership, Captives, Insurance Brokerage, Sales, Direct Sales, Underwriting, Errors & Omissions, Directors & Officers...
Education
University of Colorado Boulder 1998 — 2002
B.A., Communications (Business Communication)
Colorado Mountain College 1996 — 1998
Outdoor Recreation Leadership / Associate Degree
Darlington School 1994 — 1996
College Prep
Wells Fargo June 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo June 2014 - December 2014
Wells Fargo June 2012 - June 2014
Wells Fargo Insurance Services May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Underwriting, Commercial Real Estate
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Economics
GLOBIS - Center for the Study of Global Issues 2010 — 2010
Business, International Affairs
The Lovett School 1994 — 2008
Wells Fargo Insurance Services June 2008 - Present
Horizon Hobby Distributors November 2004 - May 2008
PersonalCare Health Insurance March 1993 - September 2004
Skills
Public Speaking, Team Building, Marketing, Life Insurance, Risk Management, Coaching, Business Development, Customer Satisfaction, Microsoft Office, Negotiation, Microsoft Excel, Underwriting, Strategic Planning, Budgets, Sales, Customer Service
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Human Resources and Family Studies
Wells Fargo Insurance Services January 2014 - Present
Toastmasters District 6 July 2013 - June 2014
Wells Fargo & Company October 2005 - January 2014
Toastmasters District 6 July 2012 - June 2013
Toastmasters District 6 July 2011 - June 2012
Toastmasters District 6 July 2011 - June 2012
Toastmasters District 6 January 2011 - June 2011
OATI August 2003 - October 2005
Skills
Leadership, Public Speaking, Training, SharePoint, Visio, Team Leadership, Toastmasters, Project Management, Software Development, Process Improvement, Cross-functional Team..., MS Project, Event Planning, SDLC, Business Analysis, Team Building, Databases, SQL, Data Analysis, Business Intelligence, Project Planning, Vendor Management, Management, Software Documentation, Requirements Analysis, Software Project..., Program Management, Data Warehousing, Public Relations, Access, Integration, Requirements Gathering, Evaluation, Product Management, Agile Methodologies, Data Modeling, Marketing Research, Teradata SQL, Teradata Aster, Big Data
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBA, Marketing
University of Cologne 2007 — 2007
University of Minnesota-Twin Cities 1999 — 2002
Bachelor of Science, Computer Science
Wells Fargo Insurance Services August 2013 - Present
Cohn Reid O'Neill Insurance, a Risk Strategies Company February 2011 - May 2013
Marsh February 2004 - February 2011
ABD Insurance and Financial Services 1999 - 2004
Skills
Risk Management, Property & Casualty..., Underwriting, Negotiation, Insurance, Brokers, Commercial Insurance, Liability, Marketing, Financial Analysis, Strategic Planning, New Business Development, Employment Practices..., Health Insurance, Management, General Insurance, Mergers & Acquisitions, Customer Service, Professional Liability, Due Diligence
Education
University of Florida 1979 — 1983
BSBA, Business Marketing
University of Florida
Bachelor of Science Business Administration , Business, Marketing and Management
Wells Fargo Insurance Services August 2013 - July 2014
Novant Health April 2013 - August 2013
Winthrop University May 2012 - May 2013
Total Nutrition Technology March 2011 - May 2012
Winthrop University August 2010 - May 2012
Lowe's Home Improvement January 2007 - January 2010
Skills
Wellness, Sports Nutrition, Nutritional Counseling, Nutrition Education, Dietetics, Athletics, Sports Performance..., Public Speaking, Clinical Nutrition, Health Promotion, Health Education, Strength Training, Corporations, Fundraising, Community Outreach, Personal Training, Exercise Physiology, Weight Management, Program Development, Wellness Coaching, Diabetes, Public Health, Clinical Research, Sports, Motivational..., Medical Nutrition..., Lifestyle, Fitness Training
Education
Winthrop University 2010 — 2012
M.S., Human Nutrition
University of Massachusetts, Amherst 1998 — 2002
BA, Sociology
Walter Agency June 2015 - Present
Wells Fargo Insurance Services February 2015 - June 2015
Florida Farm Bureau Insurance December 2011 - February 2015
SunState Federal Credit Union September 2010 - December 2011
Wells Fargo Financial May 1999 - August 2010
Skills
Investments, Insurance, Underwriting, Customer Service, Financial Services, Loans, Banking, Credit, Sales, Risk Management, Strategic Planning, Small Business, Sales Management, Marketing, Life Insurance, Fixed Annuities, New Business Development, Negotiation, Real Estate, Leadership, Financial Analysis, Mortgage Lending, Property & Casualty..., Team Building, Retirement, Retirement Planning, Finance, Management, Strategic Financial..., Term Life Insurance, Employee Benefits, Disability Insurance, Relationship Management, Investment Properties
Education
University of Florida
University of Florida
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 2007 - May 2014
Wells Fargo November 2006 - November 2007
Wells Fargo Financial January 2006 - November 2006
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Personal Lines Auto, Homeowners, Banking, Professional Liability
Education
University of Jamestown 2001 — 2005
Bachelor's Degree, Business Administration, Concentrations in Accounting & Personal Financial Planning
Specialty Healthcare Advisers November 2013 - Present
US Business Development Corp. 1986 - Present
Wells Fargo Insurance Services October 2011 - September 2013
Wells Fargo Home Mortgage 2004 - September 2011
Metropolitan Health Network 2004 - April 2010
Parker Institute for Healthcare & Rehabilitation 2000 - 2003
St. Charles Hospital & Rehabilitaion Center/ 1991 - 2000
Staen Island University Hospital 1976 - 1989
Staten Island University Hospital 1976 - 1989
Skills
Managed Care, Strategic Planning, Business Development, Insurance, Executive Management, Health Insurance, Leadership, Marketing Strategy, Healthcare Management, Management, Healthcare, Finance, Mergers & Acquisitions, Sales, Medicare, Strategy, Business Strategy, Marketing, Start-ups, Team Building, Healthcare Consulting, Medical Devices, Contract Negotiation, Program Management, Entrepreneurship
Education
University of Cincinnati
BBA, Accounting
University of Cincinnati College of Business
BBA, Accounting
University of Pittsburgh
MPH, Healthcare management
Wells Fargo Insurance Services August 1998 - Present
Great-West Healthcare July 1992 - July 1998
Skills
Underwriting, Insurance, Employee Benefits, Health Insurance, Strategic Planning, Retirement Planning, Relationship Management, Mutual Funds, Risk Management, Investments, Benefits Administration, Brokers, Sales, Disability Insurance, Retirement, Commercial Insurance, Financial Services, Financial Risk, Leadership, Life Insurance, Health Savings Accounts, 401k, Workers Compensation, Professional Liability, Wealth Management, Term Life Insurance, Series 7
Education
University of Florida 1988 — 1992
BA in Business Administration, Marketing and Finance, Graduated with Honors
University of Florida - Warrington College of Business Administration 1988 — 1992
BS in Business Administration, Marketing and Finance
Franklin Street Insurance Services July 2013 - Present
BB&T Insurance Services Inc. October 2005 - July 2013
Wells Fargo Insurance Services August 2003 - October 2005
Brown & Brown of Florida April 2002 - August 2003
Skills
Commercial Insurance, Insurance
Education
University of Massachusetts, Amherst
Bachelor's Degree, Educational Leadership and Administration, General
QuadMed LLC February 2015 - Present
CoLiance Risk Advisors February 2011 - February 2015
Wells Fargo Insurance Services June 2007 - January 2011
Skills
Workers Compensation, Insurance, Claims, Risk Management, Budgeting, Strategic Planning, Claim, Construction, Leadership, Sales Management, Underwriting, Commercial Insurance, Management, Team Building, Marketing, Customer Service, Budgets, Analysis, Account Management, PowerPoint, Sales, Brokers, Property & Casualty..., Legal Liability, Auditing, Casualty, Professional Liability, Negotiation
Education
University of Dayton 2003 — 2007
Bachelors of Science in Business Administration, Marketing
Forever 21 Corporate January 2014 - Present
La Jolla Fashion Film Festival January 2013 - September 2013
Wells Fargo Insurance Services February 2012 - November 2012
Image Inc. Smart Circle July 2011 - December 2011
Campus Wide Orientation Logistics Committee December 2010 - June 2011
Skills
Photoshop, Microsoft Office, Microsoft Excel, Social Media Marketing, Salesforce.com, PowerPoint, Microsoft Word, Business Technology..., Marketing Communications, Product Marketing, Customer Service, Public Speaking, SEO, Management, Marketing, Social Networking, Event Planning, Sales, Social Media
Education
UCSD 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Georgia Administrative Services December 2005 - Present
Wells Fargo Insurance Services 2002 - 2006
Hobbs Group/ HRH 2000 - 2002
Federated Insurance July 1998 - August 2000
Skills
Claim, Risk Management, Underwriting, Workers Compensation, Employee Benefits, Insurance, Workers' Compensation..., Relationship Management, Outlook
Education
University of Georgia - Terry College of Business 1993 — 1998
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Wells Fargo Insurance Services July 2014 - Present
XN Xchange a Division of XN Financial Services August 2013 - July 2014
The iXchange September 2011 - August 2013
Icahn Sourcing LLC 2004 - January 2012
S&S Consulting Group LLC May 2003 - June 2008
Shepard & Scott Corp. 1998 - May 2003
Aon Risk Services 1998 - 2003
Skills
Professional Liability, Property & Casualty..., Insurance, Brokers, Liability, Underwriting, Commercial Insurance, Claim, D&O, Mergers, Employee Benefits, General Insurance, Private Equity, Casualty, Health Insurance, Mergers & Acquisitions, Risk Management, Workers Compensation, Employment Practices..., Litigation Management, Legal Liability, Financial Services, Reinsurance
Education
University of Georgia - Terry College of Business 1977 — 1981
BBA, Risk Management & Insurance
Riverdale Country Day School
The Bronx High School of Science
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services August 2013 - May 2014
Enterprise Rent-A-Car August 2008 - December 2009
Enterprise Rent-A-Car September 2004 - August 2008
Skills
Leadership, Sales, Commercial Insurance, Networking, Time Management, Insurance, Account Management, Cold Calling, Finance, Direct Sales, Customer Satisfaction, Sales Management, Customer Retention, Sales Process, Small Business, Customer Service, Management
Education
University of California, Santa Barbara 1993 — 1998
BA, Economics & Accounting
NUHS
NCAA April 1985 - Present
Greensboro Jewish Federation July 2014 - March 2015
Wells Fargo Insurance Services August 2005 - November 2013
AmWINS Group (Seaboard Underwriters Inc) August 2001 - August 2005
Genmar Holdings, Inc. (Logic Marine Boats) July 1998 - July 2001
Willis Re June 1975 - February 1995
Skills
Forecasting, Financial Analysis, Risk Management, Underwriting, Insurance, Finance, Mergers & Acquisitions, Strategic Financial..., Operations Management, Corporate Real Estate, Executive Management, Financial Reporting, Financial Modeling, Cash Management, Banking, Financial Services, Asset Management, Due Diligence, Financial Planning
Education
University of Maryland College Park 1971 — 1975
BS, Accounting
Wells Fargo Insurance Services July 2009 - Present
Wachovia Insurance Services May 2005 - July 2009
Palmer & Cay (Purchased by Wachovia in May 2005) June 2003 - May 2005
Marsh May 1995 - June 2003
Skills
Risk Management, Captives, Property & Casualty..., Brokers, Underwriting, Professional Liability, Commercial Insurance, Insurance, Casualty, Financial Risk, Liability, Workers Compensation, D&O, Health Insurance, Reinsurance, Casualty Insurance
Education
University of Michigan 1988 — 1992
BA, Economics
Wayne State University 1993 — 1995
MA, Economics
Wells Fargo Insurance Services August 2013 - Present
Marsh USA June 2001 - July 2013
Aon Risk Services March 1995 - June 2001
Liberty Mutual Insurance October 1988 - March 1995
Skills
Casualty, Property & Casualty..., Liability, Commercial Insurance, Insurance, Workers Compensation, Umbrella, Captives, General Liability, Commercial Lines, Brokers, General Insurance, Excess, CPCU, Automobile, Inland Marine, Legal Liability
Education
University of Cincinnati College of Business 1977 — 1982
Bachelor of Business Administration, Marketing and Management
Cal Poly San Luis Obispo/Registrar March 2015 - Present
Various Production Companies 1988 - Present
Wells Fargo Insurance Services January 1999 - November 2014
Screen Actors Guild 1993 - 1996
Skills
Acting, Dance, Choreography, Administrative Support, Singing, Hip Hop, Drama, Ballet, ATV, Theatre, Film, Entertainment, Music Videos, Video, Film Production, Voice Over, Music, Casting, Video Production, Directing, Producing, Administrative..., Stage, Comedy, Television, Feature Films, Screenwriting, Improvisation, Editing, Facebook, Social Networking, Commercials
Education
University of California, San Diego 1984 — 1987
Bachelor of Arts (B.A.), Communications
University of California, Riverside 1982 — 1984
Rubidoux High School 1979 — 1982
Diploma, College Preparatory
The ABD Team February 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services April 2008 - July 2012
AIG/AICCO, Inc. September 1998 - April 2008
Starbucks Coffee Company September 1993 - September 1998
Skills
E&O, Commercial Insurance, D&O
Education
University of Massachusetts, Amherst 1980 — 1984
Classical 1977 — 1980
College prep
Wells Fargo Insurance Services April 2013 - Present
National Envelope January 2012 - April 2013
Greyhound Lines, Inc. June 2008 - February 2012
McGriff, Seibels & Williams October 2004 - May 2008
Liberty Mutual Insurance October 2001 - October 2004
Dell Computer October 1998 - October 2001
Skills
Insurance, Project Management, Quality Auditing, Risk Assessment, Staff Management, Ergonomics, Accident Investigation, Occupational Health, Management, Safety Management..., Training, Team Building, Leadership, Risk Management, Claims Management, EHS, Industrial Hygiene, Environmental Compliance, Analysis, Strategic Planning, Workers Compensation, Financial Risk, Auditing, Policy, Operations Management, Process Improvement, Continuous Improvement, Employee Benefits, Supervisory Skills, Change Management, Business Process..., Performance Management, Six Sigma, Executive Management, Contract Management
Education
Central Missouri State University 1989 — 1989
Master of Science (MS), Safety Engineering
Central Missouri State University 1984 — 1988
Bachelor's of Science, Aviation Engineering
Villanova University 2009 — 2009
Lean Six Sigma Black Belt
Wells Fargo Insurance Services October 2013 - Present
Wells Fargo Insurance Services 2012 - Present
Crawford Advisors, LLC July 2005 - January 2012
Risk Management Group Inc March 1996 - July 2005
Metropolitan Life Insurance Company November 1988 - March 1996
Skills
Renewals, Group Health, Group Benefits, Employee Benefits, Health Insurance, Dental
Education
University of Delaware - Lerner College of Business and Economics 1984 — 1998
BS, Economics
The Gammill Family Director of Homeland SecurityThe Gammill FamilyDecember 2011 - Present
Wells Fargo Insurance Services January 1998 - November 2011
Skills
Private Wealth..., Underwriting, Risk Management, Insurance
Education
University of Georgia - Terry College of Business 1993 — 1998
BBA, Risk Management
Echo Nail Spa 2013 - Present
Echo Spa & Salon 2011 - Present
The Rose Group 2012 - 2013
Turnkey Benefits 2010 - 2012
Wells Fargo Insurance Services 2007 - 2010
Aetna 2002 - 2006
Genworth Financial 2001 - 2002
Skills
Underwriting, Account Management, Customer Service, Sales, New Business Development, Sales Management, Business Analysis, Marketing, Plan Design, Claims Management, Project Management, Relationship Management, Group Insurance, Entrepreneurship
Education
University of Hartford
Bachelor of Arts (B.A.), Economics
Wells Fargo Insurance Services July 2009 - Present
Wachovia, A Wells Fargo Company May 2005 - June 2009
Palmer & Cay November 2003 - May 2005
Marsh Inc. June 1992 - November 2003
Skills
Insurance, Leadership, Due Diligence, Legal Liability, Financial Analysis, Commercial Insurance, Portfolio Management, Claim, Environmental Awareness, Investments, Underwriting, Contract Negotiation, Strategic Planning, Risk Management, Team Building, Management, Risk Assessment, Professional Liability, Casualty, Workers Compensation, Financial Risk, Strategy, New Business Development, Property & Casualty..., Program Management, Business Strategy, Brokers, Liability, Mergers & Acquisitions, Project Management, Real Estate, CRM, Analysis, Change Management, D&O, Reinsurance, Excess
Education
University of Maryland College Park 1983 — 1987
B.A, Government
Lyons Companies September 2014 - Present
Lamb Financial Group March 2014 - September 2014
Lamb Financial Group September 2013 - March 2014
Wells Fargo Insurance Services January 2013 - September 2013
Wells Fargo Insurance Services July 2010 - December 2012
Harvey Insurance Group December 2007 - July 2010
Robert Half Inc. August 2007 - December 2007
SEI February 2006 - August 2007
Skills
Licensed Property &..., Construction Insurance, Account Management, Contract Review, Life Insurance
Education
University of Delaware 2001 — 2005
B.S. in Business Administration, Marketing
Malvern Preparatory School 1997 — 2001
Society of CIC
CIC
Wells Fargo Insurance Services January 2014 - Present
Wells Fargo The Private Bank February 2013 - December 2013
Wells Fargo Bank October 2003 - February 2013
Texasweet Citrus Marketing 2000 - 2001
Skills
Credit, Banking, Administrative..., Financial Analysis
Education
University of Houston-Downtown
I
Wells Fargo Insurance Services September 2003 - Present
Marsh Inc. March 1994 - September 2003
Skills
Property & Casualty..., Brokers, Professional Liability, Commercial Insurance, Financial Risk, D&O, Liability, Casualty, Legal Liability, General Insurance, Reinsurance, Workers Compensation, Underwriting, Excess
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.)
Wells Fargo Insurance Services July 2005 - Present
Travelers 2001 - 2005
Chubb Group September 1996 - May 2000
Wachovia Bank 1995 - 1996
Skills
Employment Practices..., Underwriting
Education
University of Georgia - Terry College of Business 2000 — 2001
Master of Business Administration (MBA)
University of South Carolina-Columbia 1990 — 1994
BS, Finance / Risk Management & Insurance
Lugoff-Elgin High School
BrickStreet Insurance December 2011 - Present
Travelers May 2008 - December 2011
Wells Fargo Insurance Services August 2003 - March 2008
Wells Fargo Insurance Services April 2003 - May 2006
Quality Rehabilitation Services April 2000 - April 2003
Skills
Workers Compensation, Insurance, Case Management, Healthcare, Case Managment, Claim, Claims Management, Health Insurance, Liability, Managed Care, Medicaid, Medicare, Policy, Team Building, Customer Service, Training
Education
The University of Charleston 1996 — 1999
HealthSmart 2014 - Present
Wells Fargo Insurance Services 2011 - 2014
Wells Fargo Third Party Administrators 2001 - 2011
USI Administrators 2000 - 2001
Skills
Insurance, Risk Management, Human Resources, Leadership, Employee Benefits, Project Management, Customer Service, Management, Training, Operations Management, CRM, Six Sigma, Account Management, Sales, Healthcare, Claim, Management Consulting, Auditing, Process Improvement, Compliance, New Client..., Quality Assurance, Quality Management, Business Process Mapping, Gap Analysis, Risk Asse
Education
The University of Charleston 2008 — 2009
MBA, BUSINESS
West Virginia State University
BSBA, Business Administration
Wells Fargo Insurance Services August 2014 - Present
Pinnacol Assurance May 2013 - August 2014
Moreton and Company November 2010 - May 2013
Bradley Insurance Group November 2005 - November 2010
Rolling Hills Country Club October 2000 - November 2005
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Insurance, Legal Liability, Brokers, Professional Liability, Underwriting, General Insurance, Casualty, Umbrella Insurance, Employee Benefits, Commercial Lines, Liability, Health Insurance
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
BS, Business Administration
Wells Fargo Insurance Services August 2014 - Present
Crum & Forster August 2006 - January 2014
Marsh 1989 - 2005
Marsh USA 1989 - 2005
Skills
Property & Casualty..., Commercial Lines, Insurance, Underwriting, Commercial Insurance, Legal Liability, Casualty, Brokers, Financial Risk, Professional Liability, General Insurance, Marketing, Liability, Workers Compensation, Umbrella Insurance, Employment Practices...
Education
University of Maryland
Wells Fargo Insurance Services 2015 - Present
Marsh USA Inc. 2008 - 2015
Marsh 1993 - 2008
Skills
Insurance, Captives
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Risk Management & Insurance
Wells Fargo Insurance Services August 2014 - Present
Wortham Insurance & Risk Management November 2012 - August 2014
Alliant Insurance Services November 2005 - July 2012
Insurance Alliance 1999 - 2005
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Term Life Insurance, Underwriting, Negotiation, Disability Insurance, COBRA, Analysis, Health Savings Accounts, Commercial Insurance, Workers Compensation, Life Insurance, General Insurance
Education
University of Houston-Downtown
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 2007 - May 2014
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Process Improvement, Mortgage Lending, Customer Service, Disability Insurance, Loans, Term Life Insurance, Brokers, Commercial Insurance, Life Insurance, Legal Liability, Workers Compensation, Liability, Long-term Care, Professional Liability, Property & Casualty..., D&O, Claim, Employment Practices..., Casualty, Umbrella Insurance, Medicare, Fixed Annuities, Commercial Lines, General Insurance, Risk Management, Health Savings Accounts, Reinsurance, Financial Risk, Employee Wellness, Claims Management, Relationship Management, Financial Services, Benefits Administration, Strategic Financial..., Healthcare Consulting
Education
University of Louisville 1996 — 2001
Bachelor of Arts (B.A.), English
Wells Fargo Insurance Services June 2014 - Present
Wells Fargo Merchant Services September 2007 - Present
Wells Fargo Bank July 2006 - September 2007
Wells Fargo Financial October 2004 - July 2006
Education
University of Michigan 2000 — 2004
Kinesiology, Sports Management and Communications
PearceKarrick Consulting September 2012 - Present
Wells Fargo Insurance Services February 2011 - June 2012
Wells Fargo Financial March 2001 - January 2011
ING 1998 - 2001
AmerUs Group 1993 - 1997
Skills
Financial Services, Strategic Planning, Cross Selling, Credit Cards, Consumer Lending, Sales Management, Direct Marketing, Loans, Insurance, New Business Development, Marketing Strategy, Marketing, Marketing Communications, Marketing Management, Integrated Marketing, Business Relationship..., Cross-functional Team..., Loyalty Marketing, Mortgage Lending, Strategy, Management, Customer Experience, Leadership, Executive Management, Banking, Brand Management, Strategic Communications, Credit, Customer Insight
Education
Western Illinois University 1991 — 1992
MBA, Marketing & Management
University of Iowa 1982 — 1986
BBA, Marketing & Spanish
Wells Fargo Insurance Services 2008 - Present
The Hanover Insurance Group 2007 - 2008
Skills
Property & Casualty..., Underwriting, Insurance, Risk Management, Commercial Insurance, Financial Risk, Due Diligence, Strategic Planning, Relationship Management, Account Management, Sales, Investments, Liability, Employment Practices..., Casualty Insurance, Workers Compensation, Claim
Education
University of Michigan
Economics
Hathaway Consulting August 2014 - Present
Retired January 2014 - August 2014
Wells Fargo Insurance Services July 2007 - January 2014
Universal Insurance Services, Inc January 1984 - July 2007
Skills
Risk Management, Customer Service, Workers Compensation, General Insurance, Insurance, D&O, Legal Liability, Underwriting, Commercial Insurance, Professional Liability, Health Insurance, Reinsurance, Account Management, Property & Casualty..., Strategic Planning, New Business Development, Brokers, Claim, Negotiation, Employee Benefits, Casualty, Sales, Liability, Sales Management, Financial Risk
Education
University of Michigan 1971 — 1973
Bachelor of Arts, History
Wells Fargo Insurance Services June 2003 - Present
Palmer & Cay 2003 - 2005
Marsh 1997 - 2003
Johnson & Higgins February 1990 - 1997
Skills
Property & Casualty..., Insurance, Professional Liability, Risk Management, Underwriting, Commercial Insurance, Brokers, General Insurance, Casualty, Workers Compensation, Liability, Casualty Insurance, Umbrella Insurance, Financial Risk
Education
University of Iowa 1985 — 1988
Business, Finance
Wells Fargo Insurance Services August 2014 - Present
NuVasive July 2013 - August 2014
Medtronic Spine & Biologics May 2010 - July 2013
Stryker May 2005 - May 2010
Spiralock Corp. January 2003 - May 2005
Skills
Orthopedics, Neurosurgery, Sales Management, Territory, Spine, Orthopedic, Sales Operations, Selling, Account Management, Operating Room, Surgeons, Medical Devices, Sales, Healthcare, Market Development, Disposables
Education
University of Phoenix
M.B.A., Global Management
University of Michigan 1989 — 1993
Bachelor of Arts, English
Wells Fargo Insurance Services January 1999 - Present
Palmer & Cay 1999 - 2005
KPMG Peat Marwick May 1997 - December 1998
Buck Consultants March 1996 - May 1997
Prudential Insurance September 1987 - March 1996
Skills
Employee Benefits
Education
University of Delaware 1982 — 1987
BS, Accounting
Upper Dublin High School, Ft. Washington, PA
MediaNews Group November 2014 - Present
MediaNews Group April 2013 - November 2014
Logan, Thomas & Johnson, LLC CPAs June 2011 - April 2013
Wells Fargo Insurance Services June 2009 - December 2010
MediaNews Group August 2007 - November 2008
Fred Fletemeyer Company, General Contractors, Inc. January 1992 - June 1998
Skills
Accounts Payable, Invoicing, Journal Entries
Education
University of Colorado Colorado Springs 2003 — 2008
Bachelor's, Accounting
Wells Fargo Insurance Services July 2010 - August 2014
Proximiti Mortgage June 2005 - July 2010
ALAVENA GROUP September 2001 - May 2005
GHK IINTERNATIONAL EXPLORATION OIL COMPANY June 1999 - July 2001
R. S. & G. ATTORNEYS AT LAW June 1993 - August 2000
Universidad de La Sabana January 1997 - January 1999
Skills
Cross-functional Team..., Strategic Planning, Leadership, Business Strategy, Business Development, Analysis, Project Management, Program Management, Budgets, Research, Finance, Business Planning, Process Improvement, Six Sigma, Team Building, Critical Thinking, Logical Thinking, Flexibility, Sales & Marketing..., Revenue & Profit Growth, Cost Savings, Product Marketing, Market Share Analysis, Pricing, Competitive Analysis, P&L Management, Budget Management, Budget Monitoring, Brand Development, Branding & Identity, Brand Awareness, Customer Service, Customer Retention, Customer Relations, Sales Management, Sales Process, Direct Sales, Business Process..., Quality Assurance, Quality Control, Forecasting, Fully bilingual English, Management, Human Resources, Sales, Marketing, Talent Management, Performance Management, Strategy, Team Leadership
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Business Administration and Management, General
Universidad de La Sabana 1993 — 1998
Juris Doctor (J.D.), Law
San Bartolome la Merced 1981 — 1989
High School
San Bartoome la merced
Wells Fargo Insurance Services April 2004 - Present
Education
University of Cincinnati
Assoc. in Applied Business Technology, Business
Wells Fargo Insurance Services March 2015 - Present
Aon Risk Solutions February 2011 - March 2015
Farmers Insurance February 2009 - February 2011
Skills
Property & Casualty..., Insurance, Legal Liability, Liability, Professional Liability, Commercial Insurance, Risk Management, Brokers, Financial Risk, Casualty, Underwriting, Claims Management, Casualty Insurance
Education
University of Michigan 2004 — 2008
B.A., Psychology and Communication Studies
Wells Fargo Insurance Services May 2008 - Present
ID Watchdog June 2012 - February 2013
IMA of Colorado / Signature Select June 2005 - May 2008
CIGNA Healthcare 2001 - 2004
Skills
Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Brokers, Benefits Administration, Account Management, COBRA, Managed Care, New Business Development, Team Building, Claim, Salesforce.com, Identity Theft, Managerial
Education
University of Colorado Denver 1998 — 2000
BS Management, Business and Human Resources
Wells Fargo Insurance Services April 2008 - Present
Education
University of Massachusetts at Lowell
BA, Finance
Wells Fargo Disability Management December 2008 - February 2011
Wells Fargo Insurance Services May 2007 - November 2008
Wells Fargo Insurance Services June 2005 - May 2007
Education
The University of Charleston 2009 — 2010
MBA, Finance, Marketing and Business Administration
West Virginia University 2000 — 2004
Bachelor of Science, Business Administration; Marketing
Wells Fargo Insurance Services December 2013 - Present
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Analysis, Financial Reporting, Finance, Forecasting, Variance Analysis, Corporate Finance, Essbase, Hyperion Enterprise
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2007
B.S., Finance
St. Pats
Wells Fargo Insurance Services September 2005 - Present
Education
UCSB
Bachelor of Arts (B.A.)
MOD Management, Inc June 2010 - Present
Wells Fargo Insurance Services 1994 - 2010
Arthur J. Gallagher & Co. 1991 - 1994
Skills
Workers Compensation, Experience Rating, Insurance, Property & Casualty..., Underwriting, Casualty, Sales, Finance, Commercial Insurance, Casualty Insurance, Brokers, Risk Management, Management
Education
University of Dayton 1975 — 1979
Bachlor of Science
WellPoint August 2005 - Present
Wells Fargo Insurance Services May 1994 - August 2005
Skills
Process Improvement, Finance, Financial Analysis, Strategic Planning, Outlook, Financial Reporting, Analysis, Leadership, Access
Education
University of Cincinnati 1985 — 1998
Accounting, Accounting and Finance
Wells Fargo Insurance Services December 1999 - Present
Sedgwick January 1982 - December 1999
Federated Mutual 1977 - 1982
Skills
Risk Management, Brokers, Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Professional Liability, Financial Risk, Casualty, Liability, D&O, Leadership, Reinsurance, Workers Compensation, Account Management, Health Insurance, Employee Benefits, Legal Liability, Life Insurance, Employment Practices..., Claim, General Insurance, Excess, Commercial Lines, New Business Development, Umbrella Insurance, Sales, Casualty Insurance
Education
University of Georgia - Terry College of Business 1972 — 1976
Bachelor of Business Administration, Risk Management and Insurance
Wells Fargo Insurance Services October 2004 - Present
Skills
Mortgage Lending, Private Client, Insurance, Family Office
Education
University of Maryland University College 2012 — 2016
Management Studies
Prince Georges Community College 1999 — 2001
General Study
Wells Fargo Insurance Services August 2013 - Present
Pinnacol Assurance April 2006 - August 2013
Skills
Underwriting, Workers' Compensation..., Workers Compensation, Financial Analysis, Insurance, Property & Casualty..., Event Planning, Public Speaking, Claim, Social Media, Commercial Insurance, Auditing, Risk Assessment, Management, Customer Service, Claims Management, Risk Management
Education
University of Colorado Denver 2005 — 2007
BS, Business Administration
Wells Fargo Insurance Services 2001 - Present
Security Capital Group 1998 - 2001
Harrah's Entertainment (formerly Promus Companies and Holiday Corporation) 1988 - 1998
Guardsmark 1986 - 1988
Xerox 1982 - 1986
Skills
Risk Management, Financial Risk, Workers Compensation, Underwriting, Property & Casualty..., Financial Analysis, Insurance, Due Diligence, Commercial Insurance, Asset Managment, Mergers, Claims Management, Professional Liability, Casualty
Education
University of Connecticut 1982 — 1985
MBA
University of Georgia - Terry College of Business 1978 — 1982
BBA, Risk Management
New Morgan Studios January 2007 - Present
Wells Fargo Insurance Services January 2008 - January 2014
Progressive Insurance January 2005 - January 2008
Skills
Risk Management, Insurance, Customer Service, Data Analysis, Claims Handling
Education
Saugatuck High
University of Michigan
Bachelor's Degree, Computer Science
Wells Fargo Insurance Services Billing SpecialistWayne Perry, Inc.August 2012 - Present
Skills
Internal Controls, Risk Management, Finance, Financial Risk, Financial Modeling, Strategic Financial..., Enterprise Risk...
Education
UCLA
Master of Arts (MA), Accounting and Finance
Wells Fargo Insurance Services April 2011 - Present
Chernoff Diamond April 2006 - April 2011
Chase Insurance Services September 2003 - April 2006
Fitzmaurice Companies February 2000 - September 2003
USI November 1998 - February 2000
Kaye Insurance Group July 1993 - November 1998
Frenkel & Co March 1991 - June 1993
Skills
Employee Benefits, Underwriting, Due Diligence, Customer Relations, Strategic Planning, Account Management, Financial Analysis, Health Insurance, Benefits, Brokers, Customer Service, Management, Insurance, Disability Insurance, Leadership, Life Insurance, Mergers & Acquisitions, Risk Management
Education
University of Charleston 1982 — 1987
BS, Communications
McComsey Asset Management June 2012 - Present
Wells Fargo Insurance Services May 2011 - August 2011
Education
University of California, Los Angeles
Bachelor of Science (BS), Business Economics
Wells Fargo Insurance Services August 1995 - Present
Skills
Insurance, Property, Apartments, Asset Management, Asset Managment, Budgets, Commercial Real Estate, Contract Negotiation, Financial Analysis, Hotels, Investments, Loans, Portfolio Management, Property Management, Real Estate, Strategic Planning, Underwriting, Due Diligence, Real Estate Development, Leases
Education
University of Florida 1991 — 1995
BSBA, Finance, Economics
Wells Fargo Insurance Services August 2012 - Present
AlienVault March 2012 - August 2012
Flashbay Inc October 2011 - February 2012
Progressive Insurance April 2008 - March 2011
Hertz June 2007 - March 2008
Tri-City Brokerage June 2003 - September 2003
Skills
Sales, Microsoft Excel, Account Management, Salesforce.com, Customer Service, Management, Microsoft Office, Marketing, Outlook, Business Development, New Business Development, Insurance, Team Building, Cold Calling, Business Strategy, Customer Satisfaction, Leadership, Social Media Marketing, Social Networking, Microsoft Word, Time Management, Event Planning, Social Media, PowerPoint, Research
Education
UC Santa Cruz 2006 — 2008
BS, Business Management, Economics
UC Santa Cruz 2004 — 2008
Bachelor's, Business Management, Econ
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services January 2000 - May 2014
North Brook Property & Casualty Company March 1983 - June 1990
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Workers Compensation, Professional Liability, General Insurance, Liability, Umbrella Insurance, Risk Management, Employment Practices..., D&O
Education
University of Cincinnati 1967 — 1971
Bachelor of Arts (BA), Psychology
Beecher Carlson April 2015 - Present
JGS Insurance November 2013 - Present
Wells Fargo Insurance Services September 2011 - October 2013
Willis 2003 - 2010
Skills
Legal Liability, Property & Casualty..., D&O, Casualty, Brokers, Professional Liability, Insurance, Commercial Insurance, Liability, Workers Compensation, Risk Management, Health Insurance
Education
University of Louisville
University of Louisville
Wells Fargo Insurance Services July 2006 - Present
Mpls, MN June 1985 - February 1999
Education
University of Minnesota - Carlson School of Management 1981 — 1985
BSB, Finance, General
Wells Fargo Home Mortgage June 2015 - Present
Wells Fargo Insurance Services August 2009 - June 2015
Skills
Mortgage Lending, Insurance, Banking, Credit, Underwriting, Risk Management, Finance, Financial Analysis, Loans, Customer Service
Education
University of Denver
Finance and Financial Management Services
Wells Fargo Insurance Services November 2003 - Present
Education
University of Cincinnati
Wells Fargo Insurance Services 1998 - 2013
West Virginia Primary Care Association 1993 - 1997
Wells Fargo Insurance Services 1991 - 1993
Wells Fargo Insurance Services 1989 - 1991
Amherst Industries 1981 - 1989
Central Child Care of West Virginia 1979 - 1981
Embees Department Store 1976 - 1979
Skills
Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Operating Budgets, Production Budgeting, P&L Analysis, G/L Reconciliations, SOX Compliancy, Grants, Monthly Close Process, Finance, Internal Audit, Bank Reconciliation, Account Reconciliation, General Ledger, Variance Analysis
Education
West Virginia State University
A.A.S. Accounting, Accounting and Finance
The University of Charleston
Art
Wells Fargo Insurance Services February 2004 - Present
Kaiser Permanente January 2003 - February 2004
Skills
Claims Management, Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Claim
Education
University of California, Los Angeles 1987 — 1992
Bachelor of Arts (BA), Sociology
University of California, Los Angeles
Bachelor's degree, Sociology