Willis Company
Industry: Insurance company
DescriptionWillis Towers Watson is an Irish-domiciled global multinational risk management, insurance brokerage and advisory company. The firm has roots dating to 1828 and is the third largest insurance broker in the world. Headquarters: London CEO: John Haley (4 Jan 2016–) Number of employees: 43,000 Subsidiaries: Willis Group, Towers Watson, Gras Savoye,
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3,243 Willis employees in database. Find out everything there's to know about Willis 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.
Willis Employees
Employee
Years
Job
Industry
Thomas Erlin Thomas Erlin's Willis Experience January 2013 - Present
Job Client Advocate, Consultant/Broker Human Capital Practice at Willis
Industry Insurance
Experience
Willis January 2013 - Present
Skills
Employee Benefits, Human Resources, Insurance, Customer Service, Life Insurance, Health Insurance, New Business Development, Account Management, Workers Compensation, Accident Insurance, Sales, Total Rewards, Sales Prospecting, Project Management, Leadership, Underwriting, Microsoft Excel, Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Cum Laude, Business Administration
State of California Department of Insurance
Accident, Health & Life
Willis January 2013 - Present
Skills
Employee Benefits, Human Resources, Insurance, Customer Service, Life Insurance, Health Insurance, New Business Development, Account Management, Workers Compensation, Accident Insurance, Sales, Total Rewards, Sales Prospecting, Project Management, Leadership, Underwriting, Microsoft Excel, Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Cum Laude, Business Administration
State of California Department of Insurance
Accident, Health & Life
Andrew Waldele's Willis Experience December 2013 - December 2014
Job Analyst at Barclays
Industry Banking
Experience
Barclays May 2015 - Present
Willis December 2013 - December 2014
Willis June 2012 - July 2012
Knight Capital Group June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Hyperion Planning, Essbase, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Data Analysis, Financial Planning, Forecasting, Corporate Finance, Financial Reporting
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Delbarton School 2005 — 2009
Barclays May 2015 - Present
Willis December 2013 - December 2014
Willis June 2012 - July 2012
Knight Capital Group June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Hyperion Planning, Essbase, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Data Analysis, Financial Planning, Forecasting, Corporate Finance, Financial Reporting
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Delbarton School 2005 — 2009
Steven Grossman's Willis Experience 2006 - 2007
Job Managing Partner at Integrated Benefits Resources
Industry Insurance
Experience
Integrated Benefits Resources January 2011 - Present
Focus3Benefits May 2008 - January 2012
National Head Start Association Insurance Agency 2010 - 2012
Willis 2006 - 2007
Marsh 1995 - 2005
DF Smith and Associates 1989 - 1995
Skills
Healthcare Management, Voluntary Employee..., Wellness, Benefits Administration, Strategic Enrollment..., Open Enrollment, Employee Benefits, Employee Benefits Design, Benefit Communication, Pharmacy Benefit..., Health Care Reform, Life Insurance, Employee Wellness, Online Enrollment, Disability Insurance, Health Insurance, Brokers, Insurance, Health Savings Accounts, Leadership, Marketing, Accident, Critical Illness, Reinsurance, Term Life Insurance, Long-term Care, Fixed Annuities, Strategy, Underwriting, 401k, Workers Compensation, Professional Liability, Dentistry, Defined Benefit, Retirement Planning, Property & Casualty..., Retirement, Medicare, Sales, Commercial Insurance, Long Term Care Insurance, Whole Life, General Insurance, Casualty, Umbrella Insurance, Legal Liability, D&O, Claims Management, Employment Practices..., Liability
Education
Boston University 1976 — 1980
Boston University
Integrated Benefits Resources January 2011 - Present
Focus3Benefits May 2008 - January 2012
National Head Start Association Insurance Agency 2010 - 2012
Willis 2006 - 2007
Marsh 1995 - 2005
DF Smith and Associates 1989 - 1995
Skills
Healthcare Management, Voluntary Employee..., Wellness, Benefits Administration, Strategic Enrollment..., Open Enrollment, Employee Benefits, Employee Benefits Design, Benefit Communication, Pharmacy Benefit..., Health Care Reform, Life Insurance, Employee Wellness, Online Enrollment, Disability Insurance, Health Insurance, Brokers, Insurance, Health Savings Accounts, Leadership, Marketing, Accident, Critical Illness, Reinsurance, Term Life Insurance, Long-term Care, Fixed Annuities, Strategy, Underwriting, 401k, Workers Compensation, Professional Liability, Dentistry, Defined Benefit, Retirement Planning, Property & Casualty..., Retirement, Medicare, Sales, Commercial Insurance, Long Term Care Insurance, Whole Life, General Insurance, Casualty, Umbrella Insurance, Legal Liability, D&O, Claims Management, Employment Practices..., Liability
Education
Boston University 1976 — 1980
Boston University
Cheryl Richey's Willis Experience November 2013 - Present
Job Claims Consultant at Willis
Industry Insurance
Experience
Willis November 2013 - Present
Podiarty Insurance Company of America (PICA-a ProAssurance Company) October 2012 - October 2013
TeamHealth, Inc June 2003 - February 2012
Nationwide Insurance January 1986 - December 2002
Skills
Claim, Claims Management, Litigation Management, Liability, Professional Liability
Education
University of Tennessee-Knoxville 1980 — 1986
BS, College of Business
Bucks County Community College 1979 — 1980
business
Willis November 2013 - Present
Podiarty Insurance Company of America (PICA-a ProAssurance Company) October 2012 - October 2013
TeamHealth, Inc June 2003 - February 2012
Nationwide Insurance January 1986 - December 2002
Skills
Claim, Claims Management, Litigation Management, Liability, Professional Liability
Education
University of Tennessee-Knoxville 1980 — 1986
BS, College of Business
Bucks County Community College 1979 — 1980
business
Jodi Valdivia's Willis Experience August 2004 - August 2006
Job Director, Human Resources at Nominum
Industry Computer Software
Experience
Nominum August 2012 - Present
Johnson Controls July 2009 - August 2012
Extreme Networks October 2007 - January 2009
Sterling Stamos September 2006 - October 2007
Willis August 2004 - August 2006
Skills
Employee Relations, Performance Management, Benefits Administration, Personnel Management, Internal Communications, Employee Training, Staff Retention, HRIS, Deferred Compensation, Talent Management, Talent Acquisition, Employee Engagement, Workforce Planning, Employee Benefits, Applicant Tracking..., HR Policies, Succession Planning, Onboarding, Technical Recruiting, Organizational..., Interpersonal..., Sourcing, Management, Human Resources, Leadership, New Hire Orientations, Organizational..., Program Management, Recruiting, Strategy, Temporary Placement, Communication Skills, Listening to customers
Education
California State University-Chico 1988 — 1993
B.S, Human Environmental Science
Nominum August 2012 - Present
Johnson Controls July 2009 - August 2012
Extreme Networks October 2007 - January 2009
Sterling Stamos September 2006 - October 2007
Willis August 2004 - August 2006
Skills
Employee Relations, Performance Management, Benefits Administration, Personnel Management, Internal Communications, Employee Training, Staff Retention, HRIS, Deferred Compensation, Talent Management, Talent Acquisition, Employee Engagement, Workforce Planning, Employee Benefits, Applicant Tracking..., HR Policies, Succession Planning, Onboarding, Technical Recruiting, Organizational..., Interpersonal..., Sourcing, Management, Human Resources, Leadership, New Hire Orientations, Organizational..., Program Management, Recruiting, Strategy, Temporary Placement, Communication Skills, Listening to customers
Education
California State University-Chico 1988 — 1993
B.S, Human Environmental Science
Fenella Tigner, CRM, CRIS's Willis Experience January 2012 - December 2014
Job Vice President, Senior Multinational Advisory Specialist at Marsh
Industry Insurance
Experience
Marsh December 2014 - Present
Willis January 2012 - December 2014
Anthony & Company, Inc. November 2006 - January 2012
Brocade November 2000 - August 2003
Skills
Management, Workers Compensation, Leadership, Cross-functional Team..., Program Management, Public Relations, Analysis, Insurance, Budgets, Property, Property, Risk Management, Selling, Professional Liability, Underwriting, Commercial Insurance, Sales, Strategy
Education
Boston University
BA, English
Marsh December 2014 - Present
Willis January 2012 - December 2014
Anthony & Company, Inc. November 2006 - January 2012
Brocade November 2000 - August 2003
Skills
Management, Workers Compensation, Leadership, Cross-functional Team..., Program Management, Public Relations, Analysis, Insurance, Budgets, Property, Property, Risk Management, Selling, Professional Liability, Underwriting, Commercial Insurance, Sales, Strategy
Education
Boston University
BA, English
Daniel Nash Daniel Nash's Willis Experience 1989 - 2003
Job Senior Insurance Executive
Industry Insurance
Experience
Zurich North America April 2012 - June 2015
Zurich Insurance September 2006 - April 2012
Marsh November 2003 - September 2006
Willis 1989 - 2003
Skills
Management, Insurance, Claim, Underwriting, Casualty, Professional Liability, Sales, Excess, Property & Casualty..., Umbrella Insurance, Captives, Liability, Leadership, Risk Management, New Business Development, Commercial Insurance, Business Strategy, Process Improvement, Analysis, Enterprise Risk..., Marketing, Strategy, Employee Benefits, Healthcare, Reinsurance, Brokers, D&O, Workers Compensation, Employment Practices..., Account Management, Legal Liability, Health Insurance, Financial Risk, Sales Management, Life Insurance, Management Consulting, Claims Management, Commercial Lines, Litigation Management, Negotiation, Mergers & Acquisitions, Strategic Planning, Business Process..., Change Management, Risk Assessment, Disability Insurance, Business Analysis, Financial Services, General Insurance, Financial Analysis
Education
Boston University - Metropolitan College 2013 — 2015
Master of Science (MS), Insurance Management
DePaul University 1981 — 1984
Bachelors, Economics and Marketing
Zurich North America April 2012 - June 2015
Zurich Insurance September 2006 - April 2012
Marsh November 2003 - September 2006
Willis 1989 - 2003
Skills
Management, Insurance, Claim, Underwriting, Casualty, Professional Liability, Sales, Excess, Property & Casualty..., Umbrella Insurance, Captives, Liability, Leadership, Risk Management, New Business Development, Commercial Insurance, Business Strategy, Process Improvement, Analysis, Enterprise Risk..., Marketing, Strategy, Employee Benefits, Healthcare, Reinsurance, Brokers, D&O, Workers Compensation, Employment Practices..., Account Management, Legal Liability, Health Insurance, Financial Risk, Sales Management, Life Insurance, Management Consulting, Claims Management, Commercial Lines, Litigation Management, Negotiation, Mergers & Acquisitions, Strategic Planning, Business Process..., Change Management, Risk Assessment, Disability Insurance, Business Analysis, Financial Services, General Insurance, Financial Analysis
Education
Boston University - Metropolitan College 2013 — 2015
Master of Science (MS), Insurance Management
DePaul University 1981 — 1984
Bachelors, Economics and Marketing
Damaris Higuera Damaris Higuera's Willis Experience October 2014 - Present
Job Senior Client Manager at Willis
Industry Insurance
Experience
Willis October 2014 - Present
Skills
Health Savings Accounts, Health Insurance, Insurance, Employee Benefits, Underwriting, Workers Compensation, Self-funded, Brokers, Disability Insurance, Dentistry, COBRA, Health Care Reform, Employee Wellness, Open Enrollment, Life Insurance
Education
CSUDH 2012 — 2015
Bachelor of Science (B.S.)
Willis October 2014 - Present
Skills
Health Savings Accounts, Health Insurance, Insurance, Employee Benefits, Underwriting, Workers Compensation, Self-funded, Brokers, Disability Insurance, Dentistry, COBRA, Health Care Reform, Employee Wellness, Open Enrollment, Life Insurance
Education
CSUDH 2012 — 2015
Bachelor of Science (B.S.)
Laura Sudduth Laura Sudduth's Willis Experience September 2014 - Present
Job Client Service Specialist at Willis
Industry Financial Services
Experience
Willis September 2014 - Present
Waste Management April 2010 - September 2014
Waste Management July 2009 - April 2010
McGlinchey Stafford Law Firm January 2009 - June 2009
State Farm Insurance March 2004 - January 2009
Skills
Customer Service, Surety Bonds, Bid Bonds, Request for Proposal..., Financial Reporting, Invoice Processing, Microsoft Excel, Contract Management /..., Microsoft Office, Insurance, Letters of Credit, Office Management, Financial Assurance, Employee Training, Administrative Assistant, Accounts Payable, Quality Control, PeopleSoft, SharePoint, Microsoft Word, Access, PowerPoint, Microsoft OneNote, Lync, Business Letters, Document Drafting,..., Management, Trusts, Corporate Guarantees, Data Entry, Phone Etiquette, Travel Arrangements, Recycling, Insurance Policies, Claims Handling, Time Management, Team Building, Reports, Personnel Records..., Employee Benefits, Process Improvement, QuickBooks
Education
The University of Texas, School of Allied Health Sciences
Associate's Degree in Radiographic Technology, Radiologic Technology/Science - Radiographer
Brazosport College
General Education, Basic Skills and Developmental/Remedial Education
Willis September 2014 - Present
Waste Management April 2010 - September 2014
Waste Management July 2009 - April 2010
McGlinchey Stafford Law Firm January 2009 - June 2009
State Farm Insurance March 2004 - January 2009
Skills
Customer Service, Surety Bonds, Bid Bonds, Request for Proposal..., Financial Reporting, Invoice Processing, Microsoft Excel, Contract Management /..., Microsoft Office, Insurance, Letters of Credit, Office Management, Financial Assurance, Employee Training, Administrative Assistant, Accounts Payable, Quality Control, PeopleSoft, SharePoint, Microsoft Word, Access, PowerPoint, Microsoft OneNote, Lync, Business Letters, Document Drafting,..., Management, Trusts, Corporate Guarantees, Data Entry, Phone Etiquette, Travel Arrangements, Recycling, Insurance Policies, Claims Handling, Time Management, Team Building, Reports, Personnel Records..., Employee Benefits, Process Improvement, QuickBooks
Education
The University of Texas, School of Allied Health Sciences
Associate's Degree in Radiographic Technology, Radiologic Technology/Science - Radiographer
Brazosport College
General Education, Basic Skills and Developmental/Remedial Education
Kent Ratke Kent Ratke's Willis Experience October 2013 - February 2015
Job Adjuster at Northbridge Insurance
Industry Insurance
Experience
Northbridge Insurance February 2015 - Present
Willis October 2013 - February 2015
Sports-Can Insurance Consultants Ltd May 2012 - September 2012
Sports-Can Insurance Consultants June 2011 - September 2011
Skills
Research, Claim, Negotiation, Fundraising, Teamwork, Legal Liability, Insurance, Liability, Technology Solutions, Databases, Cloud Computing, Property & Casualty..., Commercial Insurance, General Insurance, Risk Management
Education
Simon Fraser University
CRM, Risk Management
British Columbia Institute of Technology 2011 — 2013
Diploma of General Insurance and Risk Management, Insurance and Risk Management (Business)
International Baccalaureate Program 2008 — 2010
International Baccalaureate Arts Certificate, History of Twentieth Century Europe
R.E. Mountain Secondary School 2005 — 2010
Dogwood Diploma, Completion of Secondary School in British Columbia
Northbridge Insurance February 2015 - Present
Willis October 2013 - February 2015
Sports-Can Insurance Consultants Ltd May 2012 - September 2012
Sports-Can Insurance Consultants June 2011 - September 2011
Skills
Research, Claim, Negotiation, Fundraising, Teamwork, Legal Liability, Insurance, Liability, Technology Solutions, Databases, Cloud Computing, Property & Casualty..., Commercial Insurance, General Insurance, Risk Management
Education
Simon Fraser University
CRM, Risk Management
British Columbia Institute of Technology 2011 — 2013
Diploma of General Insurance and Risk Management, Insurance and Risk Management (Business)
International Baccalaureate Program 2008 — 2010
International Baccalaureate Arts Certificate, History of Twentieth Century Europe
R.E. Mountain Secondary School 2005 — 2010
Dogwood Diploma, Completion of Secondary School in British Columbia
Tim Lilley's Willis Experience July 2013 - Present
Job Client Manager at Willis
Industry Financial Services
Experience
Willis July 2013 - Present
Boston College Catering September 2010 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Office of Senator Scott Brown May 2011 - July 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Mac, Outlook, Customer Service, Time Management, SQL, Leadership
Education
Boston College 2009 — 2013
B.A, Economics and History, Magna Cum Laude
University College London 2012 — 2012
Willis July 2013 - Present
Boston College Catering September 2010 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Office of Senator Scott Brown May 2011 - July 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Mac, Outlook, Customer Service, Time Management, SQL, Leadership
Education
Boston College 2009 — 2013
B.A, Economics and History, Magna Cum Laude
University College London 2012 — 2012
Allison (Havourd) Barrett's Willis Experience May 2014 - Present
Job Senior Vice President, FINEX Financial Institutions Industry Leader
Industry Insurance
Experience
Willis May 2014 - Present
Willis January 2013 - May 2014
Marsh 2011 - 2013
Marsh 2009 - 2011
Marsh 2007 - 2009
U.S. House of Representatives 2005 - 2007
Skills
Professional Liability, Financial Institutions, Insurance, Liability, Property & Casualty..., Underwriting, Risk Management, Commercial Insurance, Employment Practices..., Claim, Legal Liability, Brokers, D&O
Education
Brooklyn Law School 2002 — 2005
Doctor of Law (JD)
Trinity College-Hartford 1998 — 2002
BA, History
Willis May 2014 - Present
Willis January 2013 - May 2014
Marsh 2011 - 2013
Marsh 2009 - 2011
Marsh 2007 - 2009
U.S. House of Representatives 2005 - 2007
Skills
Professional Liability, Financial Institutions, Insurance, Liability, Property & Casualty..., Underwriting, Risk Management, Commercial Insurance, Employment Practices..., Claim, Legal Liability, Brokers, D&O
Education
Brooklyn Law School 2002 — 2005
Doctor of Law (JD)
Trinity College-Hartford 1998 — 2002
BA, History
Patel, Priya's Willis Experience June 2013 - May 2015
Job Casualty Broker at AmWINS Group
Industry Insurance
Experience
AmWINS Group May 2015 - Present
Willis June 2013 - May 2015
Zurich North America May 2012 - June 2013
Zurich Financial Services August 2009 - June 2012
The Hartford Financial Products August 2007 - August 2009
Skills
Insurance, Underwriting, Property & Casualty..., Liability, D&O, Employment Practices..., Commercial Insurance, Claim, Casualty, Professional Liability, Legal Liability, Commercial Lines, Brokers, Reinsurance, Casualty Insurance
Education
Boston University 2003 — 2007
International Business and Economics
AmWINS Group May 2015 - Present
Willis June 2013 - May 2015
Zurich North America May 2012 - June 2013
Zurich Financial Services August 2009 - June 2012
The Hartford Financial Products August 2007 - August 2009
Skills
Insurance, Underwriting, Property & Casualty..., Liability, D&O, Employment Practices..., Commercial Insurance, Claim, Casualty, Professional Liability, Legal Liability, Commercial Lines, Brokers, Reinsurance, Casualty Insurance
Education
Boston University 2003 — 2007
International Business and Economics
Claudia Urbina's Willis Experience September 2014 - Present
Job Client Service Specialist at Willis Group
Industry Insurance
Experience
Willis September 2014 - Present
KeenanSuggs Insurance October 2013 - October 2014
Capstone Insurance Services, LLC August 2012 - August 2013
Herlong Bates & Burnett July 2010 - August 2012
Sullivan Insurance Company May 2005 - July 2010
Wharton County Junior College August 2001 - August 2003
Tenie Holmes Elem. August 2001 - May 2003
Ford Linclon Mercury 2001 - 2003
Evans Oil Company 1997 - 2001
Skills
Budget, HTML, Public Speaking, Strategic Planning, Negotiation, Phone Etiquette, Microsoft Office, Microsoft Excel, File Management, Marketing, PowerPoint, Microsoft Word, Bookkeeping, Customer Service, Contractors, Community Outreach, Data Entry, Foreign Languages, Typing, Word Processing, Adult Education, Elementary Education, Teaching English as a..., Secretarial Skills, Sales, Interpreting, Property & Casualty..., D&O
Education
UNIVERSITY OF HOUSTON DOWNTOWN 2000 — 2003
BACHELOR OF SCIENCE, PSYCHOLOGY
University of Houston-Downtown 2000 — 2003
Bachelor of Science (BS), Minor in Spanish
Wharton County Junior College 2000 — 2003
General Studies
Brazosport College 1996 — 1999
Willis September 2014 - Present
KeenanSuggs Insurance October 2013 - October 2014
Capstone Insurance Services, LLC August 2012 - August 2013
Herlong Bates & Burnett July 2010 - August 2012
Sullivan Insurance Company May 2005 - July 2010
Wharton County Junior College August 2001 - August 2003
Tenie Holmes Elem. August 2001 - May 2003
Ford Linclon Mercury 2001 - 2003
Evans Oil Company 1997 - 2001
Skills
Budget, HTML, Public Speaking, Strategic Planning, Negotiation, Phone Etiquette, Microsoft Office, Microsoft Excel, File Management, Marketing, PowerPoint, Microsoft Word, Bookkeeping, Customer Service, Contractors, Community Outreach, Data Entry, Foreign Languages, Typing, Word Processing, Adult Education, Elementary Education, Teaching English as a..., Secretarial Skills, Sales, Interpreting, Property & Casualty..., D&O
Education
UNIVERSITY OF HOUSTON DOWNTOWN 2000 — 2003
BACHELOR OF SCIENCE, PSYCHOLOGY
University of Houston-Downtown 2000 — 2003
Bachelor of Science (BS), Minor in Spanish
Wharton County Junior College 2000 — 2003
General Studies
Brazosport College 1996 — 1999
Peter Munger Peter Munger's Willis Experience March 2010 - August 2012
Job SVP, Placement Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2012 - Present
Willis March 2010 - August 2012
Wells Fargo Insurance Services February 2005 - March 2010
Selective Insurance 1989 - 1992
Education
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.), Economics & History
Wells Fargo Insurance Services July 2012 - Present
Willis March 2010 - August 2012
Wells Fargo Insurance Services February 2005 - March 2010
Selective Insurance 1989 - 1992
Education
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.), Economics & History
Nancy Hof's Willis Experience 2001 - 2004
Job Founder and Co Owner Your Right Hand
Industry Consumer Services
Experience
Your Right Hand June 2015 - Present
HofCorp June 2014 - June 2015
Campus Management Corp March 2007 - February 2009
iQor 2005 - 2007
Willis 2001 - 2004
Kemper Insurance 2000 - 2001
Reliance Insurance 1998 - 2000
Reliance Insurance 1996 - 1998
Reliance Insurance 1991 - 1996
Skills
Direct Sales, Team Building, Networking, Small Business, Leadership, Customer Service, Account Management, Strategy, Management, Business Strategy, Public Speaking, Direct Marketing, New Business Development, Microsoft Office, Sales, Finance, PowerPoint, Strategic Planning, Marketing, QuickBooks, Sales Management, Microsoft Excel, Property & Casualty..., Claims Management, Key Account..., Roadshows, Expos, Presentation Design, Client Presentation, RFP, Work At Home, Home Based Business
Education
Boston University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Your Right Hand June 2015 - Present
HofCorp June 2014 - June 2015
Campus Management Corp March 2007 - February 2009
iQor 2005 - 2007
Willis 2001 - 2004
Kemper Insurance 2000 - 2001
Reliance Insurance 1998 - 2000
Reliance Insurance 1996 - 1998
Reliance Insurance 1991 - 1996
Skills
Direct Sales, Team Building, Networking, Small Business, Leadership, Customer Service, Account Management, Strategy, Management, Business Strategy, Public Speaking, Direct Marketing, New Business Development, Microsoft Office, Sales, Finance, PowerPoint, Strategic Planning, Marketing, QuickBooks, Sales Management, Microsoft Excel, Property & Casualty..., Claims Management, Key Account..., Roadshows, Expos, Presentation Design, Client Presentation, RFP, Work At Home, Home Based Business
Education
Boston University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Robert Barberi's Willis Experience June 2014 - Present
Job Vice President, FINEX North America Cyber Security, Privacy & Professional Liability Practice at Willis
Industry Insurance
Experience
Willis June 2014 - Present
Willis May 2009 - June 2014
Aon Risk Services 2007 - 2008
Aon Risk Services 2005 - 2007
Skills
Professional Liability, D&O, Employment Practices..., Fiduciary Liability, Network Security &..., Fiduciary, Directors & Officers..., Brokers, Insurance, Underwriting, General Insurance, IT Strategy, Financial Risk, Strategic Partnerships
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Corporate Strategy, Leadership, Accounting, Finance
Middlebury College 2001 — 2005
International Politics and Economics
Weston High School, Weston CT 1997 — 2001
Willis June 2014 - Present
Willis May 2009 - June 2014
Aon Risk Services 2007 - 2008
Aon Risk Services 2005 - 2007
Skills
Professional Liability, D&O, Employment Practices..., Fiduciary Liability, Network Security &..., Fiduciary, Directors & Officers..., Brokers, Insurance, Underwriting, General Insurance, IT Strategy, Financial Risk, Strategic Partnerships
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Corporate Strategy, Leadership, Accounting, Finance
Middlebury College 2001 — 2005
International Politics and Economics
Weston High School, Weston CT 1997 — 2001
Matthew Huttlin Matthew Huttlin's Willis Experience January 1999 - May 2012
Job Benefit Practice Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2014 - Present
USI Insurance Services LLC April 2014 - June 2014
ECBM June 2012 - March 2014
Willis January 1999 - May 2012
Sedgwick Consulting Group January 1990 - January 2000
Skills
Plan Design, Benefits, Insurance, Underwriting, Defined Benefit, COBRA, Cafeteria Plans, Brokers, Benefits Administration, Cost Containment, Health Savings Accounts, Health Insurance, Wellness Programs, Employee Benefits, Claim, Business Planning, Workers Compensation, Liability, Life Insurance, Disability Insurance, Cost Accounting, Professional Liability, Employee Wellness, Customer Retention, Human Resources, Reinsurance, Health Care Reform, Employment Practices..., Group Insurance, Term Life Insurance, Accident
Education
Temple University - Fox School of Business and Management
Masters of Business Administration, Human Resources
Drexel University
Bachelor of Science, Accounting
Bucks County Community College
Associates Degree, Business Administration
USI Insurance Services June 2014 - Present
USI Insurance Services LLC April 2014 - June 2014
ECBM June 2012 - March 2014
Willis January 1999 - May 2012
Sedgwick Consulting Group January 1990 - January 2000
Skills
Plan Design, Benefits, Insurance, Underwriting, Defined Benefit, COBRA, Cafeteria Plans, Brokers, Benefits Administration, Cost Containment, Health Savings Accounts, Health Insurance, Wellness Programs, Employee Benefits, Claim, Business Planning, Workers Compensation, Liability, Life Insurance, Disability Insurance, Cost Accounting, Professional Liability, Employee Wellness, Customer Retention, Human Resources, Reinsurance, Health Care Reform, Employment Practices..., Group Insurance, Term Life Insurance, Accident
Education
Temple University - Fox School of Business and Management
Masters of Business Administration, Human Resources
Drexel University
Bachelor of Science, Accounting
Bucks County Community College
Associates Degree, Business Administration
Nicole Evans's Willis Experience August 2006 - July 2009
Job Surety Account Manager at WoodruffSawyer & Co
Industry Insurance
Experience
Woodruff-Sawyer & Co July 2012 - Present
EPIC September 2011 - July 2012
Heffernan Insurance Brokers July 2009 - September 2011
Willis August 2006 - July 2009
ATC Partners, LLC 2005 - 2006
Skills
Commercial Insurance, Professional Liability, Surety, Property & Casualty..., Brokers, Liability, Casualty, Risk Management, Financial Risk, Surety Bonds
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Arts (B.A.), European History
Woodruff-Sawyer & Co July 2012 - Present
EPIC September 2011 - July 2012
Heffernan Insurance Brokers July 2009 - September 2011
Willis August 2006 - July 2009
ATC Partners, LLC 2005 - 2006
Skills
Commercial Insurance, Professional Liability, Surety, Property & Casualty..., Brokers, Liability, Casualty, Risk Management, Financial Risk, Surety Bonds
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Arts (B.A.), European History
James Sun James Sun's Willis Experience January 2010 - September 2011
Job Principal at Mercer, Benefits Consultant Helping clients design benefits programs to meet people & business objectives
Industry Insurance
Experience
Mercer November 2014 - Present
Aon Hewitt September 2011 - October 2014
Willis January 2010 - September 2011
Hewitt Associates February 2007 - December 2009
Kaiser Foundation Health Plan 2006 - 2007
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Human Resources, Strategic Planning, Brokers, Underwriting, Customer Service, Health Savings Accounts, Disability Insurance, 401k, COBRA, Management
Education
California Polytechnic State University-San Luis Obispo
MBA
University of California, Santa Cruz
BA
Mercer November 2014 - Present
Aon Hewitt September 2011 - October 2014
Willis January 2010 - September 2011
Hewitt Associates February 2007 - December 2009
Kaiser Foundation Health Plan 2006 - 2007
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Human Resources, Strategic Planning, Brokers, Underwriting, Customer Service, Health Savings Accounts, Disability Insurance, 401k, COBRA, Management
Education
California Polytechnic State University-San Luis Obispo
MBA
University of California, Santa Cruz
BA
Timothy Woodhull's Willis Experience January 1994 - January 2001
Job Principal
Industry Financial Services
Experience
EPIC Insurance Brokers and Consultants April 2015 - Present
Northern Light Holdings LLC July 2008 - Present
Palmer & Cay New York January 2001 - July 2008
Willis January 1994 - January 2001
Johnson & Higgins September 1980 - January 1994
Skills
Commercial Mortgages, Property & Casualty..., Commercial Insurance, Underwriting, Residential Homes, Insurance, Brokerage, Casualty, Workers Compensation, Brokers, Employee Benefits, Commercial Real Estate, Financial Services, Financial Risk, Management, Property, Investments, Analysis, Mergers & Acquisitions, Casualty Insurance, Strategy, Risk Management
Education
Boston University 1976 — 1980
BLS, Economics
Salisbury School, Salisbury Ct 1974 — 1976
High School
Peck School
EPIC Insurance Brokers and Consultants April 2015 - Present
Northern Light Holdings LLC July 2008 - Present
Palmer & Cay New York January 2001 - July 2008
Willis January 1994 - January 2001
Johnson & Higgins September 1980 - January 1994
Skills
Commercial Mortgages, Property & Casualty..., Commercial Insurance, Underwriting, Residential Homes, Insurance, Brokerage, Casualty, Workers Compensation, Brokers, Employee Benefits, Commercial Real Estate, Financial Services, Financial Risk, Management, Property, Investments, Analysis, Mergers & Acquisitions, Casualty Insurance, Strategy, Risk Management
Education
Boston University 1976 — 1980
BLS, Economics
Salisbury School, Salisbury Ct 1974 — 1976
High School
Peck School
Tianting Xu Tianting Xu's Willis Experience December 2008 - February 2009
Job Mathematical Finance at Boston University School of Management
Industry Financial Services
Experience
Banking & Finance Department-Weatherhead School of Management August 2013 - December 2013
CITICS May 2013 - August 2013
BOCI February 2012 - June 2012
HSBC September 2011 - December 2011
Ping An Asset Mangement Co. Ltd. March 2011 - August 2011
Bank of East Asia May 2010 - September 2010
Willis December 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Windows, Research, English, Budgets, Strategic Planning, Accounting, Public Speaking, Negotiation, Financial Analysis, Access, Financial Modeling, SAS, VBA, Wealth Management
Education
Boston University - School of Management 2014 — 2016
Master of Science (M.S.) in Mathematical Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
Master of Science (M.S.) in Management - Finance
East China Normal University 2008 — 2012
Bachelor's degree, Finance, General
Shanghai experimental school 1998 — 2008
Banking & Finance Department-Weatherhead School of Management August 2013 - December 2013
CITICS May 2013 - August 2013
BOCI February 2012 - June 2012
HSBC September 2011 - December 2011
Ping An Asset Mangement Co. Ltd. March 2011 - August 2011
Bank of East Asia May 2010 - September 2010
Willis December 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Windows, Research, English, Budgets, Strategic Planning, Accounting, Public Speaking, Negotiation, Financial Analysis, Access, Financial Modeling, SAS, VBA, Wealth Management
Education
Boston University - School of Management 2014 — 2016
Master of Science (M.S.) in Mathematical Finance
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
Master of Science (M.S.) in Management - Finance
East China Normal University 2008 — 2012
Bachelor's degree, Finance, General
Shanghai experimental school 1998 — 2008
Jean Carl Jean Carl's Willis Experience 2007 - 2012
Job Freelance Marketing Content Writer
Industry Marketing and Advertising
Experience
Freelance B-2-B Marketing Writer / Public Relations / Social Media September 1990 - Present
TE Connectivity (Macro Sensors LVDTs) 1990 - September 2015
TE Connectity (AST Sensors) 1990 - September 2015
CLX Logistics 2008 - 2015
Willis 2007 - 2012
Kulicke & Soffa (Semiconductors) 1993 - 1995
Progress Lighting September 1992 - October 1993
Lucas Control Systems Products (Electronics/Sensors) July 1987 - September 1992
Skills
Press Releases, Copywriting, Marketing Communications, Newsletters, Integrated Marketing, Public Relations, Marketing Strategy, Marketing, Feature Articles, Blogging, Technical Writing, Writing, Magazine Articles, Social Media Marketing, Publishing, Publications, Blog Marketing, Press Kits, Online Marketing, Advertising, Content Development, Editorial, Copy Editing, Editing, Lead Generation, Strategic Communications, Web Content, Online Advertising, Magazines, Email Marketing, Journalism, Social Media, Publicity, Content Management, Facebook, Content Strategy, Leadership, Corporate Communications, Employee Benefits, Internal Communications, Media Relations, WordPress, Web Content Management
Education
Widener University 1985 — 1986
MBA, Business, 3.75
Bloomsburg University of Pennsylvania 1977 — 1981
English, Mass Communications, English, Journalism, 3.75
Freelance B-2-B Marketing Writer / Public Relations / Social Media September 1990 - Present
TE Connectivity (Macro Sensors LVDTs) 1990 - September 2015
TE Connectity (AST Sensors) 1990 - September 2015
CLX Logistics 2008 - 2015
Willis 2007 - 2012
Kulicke & Soffa (Semiconductors) 1993 - 1995
Progress Lighting September 1992 - October 1993
Lucas Control Systems Products (Electronics/Sensors) July 1987 - September 1992
Skills
Press Releases, Copywriting, Marketing Communications, Newsletters, Integrated Marketing, Public Relations, Marketing Strategy, Marketing, Feature Articles, Blogging, Technical Writing, Writing, Magazine Articles, Social Media Marketing, Publishing, Publications, Blog Marketing, Press Kits, Online Marketing, Advertising, Content Development, Editorial, Copy Editing, Editing, Lead Generation, Strategic Communications, Web Content, Online Advertising, Magazines, Email Marketing, Journalism, Social Media, Publicity, Content Management, Facebook, Content Strategy, Leadership, Corporate Communications, Employee Benefits, Internal Communications, Media Relations, WordPress, Web Content Management
Education
Widener University 1985 — 1986
MBA, Business, 3.75
Bloomsburg University of Pennsylvania 1977 — 1981
English, Mass Communications, English, Journalism, 3.75
Peter Talesnik's Willis Experience August 2013 - February 2014
Job Student at Boston University
Industry Real Estate
Experience
DLA Piper February 2014 - April 2014
Willis August 2013 - February 2014
The Trump Organization June 2013 - August 2013
220 Riverside Boulevard, NY, NY May 2011 - August 2012
The Trump Organization July 2010 - August 2010
Skills
Microsoft Excel, Social Media, Computer Hardware, Computer Repair, Software Project..., Dual Citizenship, Team-oriented
Education
Boston University 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Law
Boston University
DLA Piper February 2014 - April 2014
Willis August 2013 - February 2014
The Trump Organization June 2013 - August 2013
220 Riverside Boulevard, NY, NY May 2011 - August 2012
The Trump Organization July 2010 - August 2010
Skills
Microsoft Excel, Social Media, Computer Hardware, Computer Repair, Software Project..., Dual Citizenship, Team-oriented
Education
Boston University 2010 — 2015
Bachelor of Business Administration (BBA), Accounting and Law
Boston University
Deirdre Maloney's Willis Experience May 2006 - Present
Job Client Manager at Willis
Industry Insurance
Experience
Willis May 2006 - Present
Willis May 2006 - April 2008
Skills
Property & Casualty..., Risk Management, Insurance, Brokers, Marketing, Commercial Insurance, Real Estate, CRM, General Insurance, Captives, Analysis
Education
Bridgewater State University 2004 — 2009
Bachelors, Accounting/Finance Major; Actuarial Science & Math Minors
Willis May 2006 - Present
Willis May 2006 - April 2008
Skills
Property & Casualty..., Risk Management, Insurance, Brokers, Marketing, Commercial Insurance, Real Estate, CRM, General Insurance, Captives, Analysis
Education
Bridgewater State University 2004 — 2009
Bachelors, Accounting/Finance Major; Actuarial Science & Math Minors
Adam Thaler, MHP, CSFS® Adam Thaler, MHP, CSFS®'s Willis Experience April 2006 - June 2007
Job Senior Vice President & Chief Operating Officer at Bardon Insurance Group
Industry Insurance
Experience
Bardon Insurance June 2007 - Present
Third Party Association of America (TPAAA) November 2013 - Present
Willis April 2006 - June 2007
The Segal Company February 2005 - April 2006
CIGNA January 1999 - June 2005
Skills
Stop Loss, Employee Benefits, Underwriting, Financial Analysis, Reinsurance, Operations Management, Sales Management, Health Insurance, Training, Claim, Managed Care, Analysis, Cross-functional Team..., Brokers, Management, Insurance, Executive Management, Budgets, Risk Management
Education
Bucknell University 1994 — 1998
BSBA, Business Administration
Health Care Administrators Association
CSFS®, Employee Benefits
Health Insurance Association of America
MHP, Employee Benefits
Bardon Insurance June 2007 - Present
Third Party Association of America (TPAAA) November 2013 - Present
Willis April 2006 - June 2007
The Segal Company February 2005 - April 2006
CIGNA January 1999 - June 2005
Skills
Stop Loss, Employee Benefits, Underwriting, Financial Analysis, Reinsurance, Operations Management, Sales Management, Health Insurance, Training, Claim, Managed Care, Analysis, Cross-functional Team..., Brokers, Management, Insurance, Executive Management, Budgets, Risk Management
Education
Bucknell University 1994 — 1998
BSBA, Business Administration
Health Care Administrators Association
CSFS®, Employee Benefits
Health Insurance Association of America
MHP, Employee Benefits
Lisa Raphael's Willis Experience January 2013 - Present
Job Director of Marketing Communications at Willis
Industry Insurance
Experience
Willis January 2013 - Present
Skills
Marketing, Business Development, Marketing Communications, New Business Development, Project Management, Salesforce.com, Sales Operations, Lead Generation, Marketing Strategy, Microsoft Dynamics, High-Tech Industry
Education
Boston College
BS, Business Administration, Marketing and Computer Science
Boston College
Business/Marketing
Willis January 2013 - Present
Skills
Marketing, Business Development, Marketing Communications, New Business Development, Project Management, Salesforce.com, Sales Operations, Lead Generation, Marketing Strategy, Microsoft Dynamics, High-Tech Industry
Education
Boston College
BS, Business Administration, Marketing and Computer Science
Boston College
Business/Marketing
Colby Butler Colby Butler's Willis Experience June 2010 - August 2013
Job Business Development Manager at NTP Software
Industry Computer Software
Experience
NTP Software January 2015 - Present
Bryant University January 2012 - Present
HubCast January 2014 - November 2014
Willis June 2010 - August 2013
USI Insurance Services 2009 - June 2010
The Bostonian Group June 2007 - February 2009
Music Waves November 1998 - August 2008
Skills
Professional Services, Music Industry, Mechanics, Public Speaking, Motivational Speaking, Interview Preparation, Interviewing Skills, Non-profit Volunteer, Business Networking
Education
Bryant University 2005 — 2009
Communications, General Business Adminstration & Sociology
Westboro High School
Music, Sports & Academics
NTP Software January 2015 - Present
Bryant University January 2012 - Present
HubCast January 2014 - November 2014
Willis June 2010 - August 2013
USI Insurance Services 2009 - June 2010
The Bostonian Group June 2007 - February 2009
Music Waves November 1998 - August 2008
Skills
Professional Services, Music Industry, Mechanics, Public Speaking, Motivational Speaking, Interview Preparation, Interviewing Skills, Non-profit Volunteer, Business Networking
Education
Bryant University 2005 — 2009
Communications, General Business Adminstration & Sociology
Westboro High School
Music, Sports & Academics
Steve Weihrauch Steve Weihrauch's Willis Experience 2008 - Present
Job Senior Technical Specialist Willis Global IT
Industry Information Technology and Services
Experience
Willis 2008 - Present
BOA HRH 1997 - 2008
Skills
System Administration, Server Administration, Access, Network Administration, Microsoft SQL Server, Windows Server, Active Directory, AS400 Administration, Windows 7 Migration, Mac OS X, Disaster Recovery, OS X, Databases, Business Analysis, Data Analysis, Windows 7, Servers, SQL, Software Development, Analysis, Program Management, Business Process, Technical Support, IT Operations, Database Design, Troubleshooting, Operating Systems, System Deployment, Process Improvement, Testing, SharePoint, Visio, IT Management, Citrix, Microsoft Exchange, Software Documentation
Education
Bluffton University 1993 — 1997
BA, Mathematics
Bluffton High School 1987 — 1991
Mathematics
Willis 2008 - Present
BOA HRH 1997 - 2008
Skills
System Administration, Server Administration, Access, Network Administration, Microsoft SQL Server, Windows Server, Active Directory, AS400 Administration, Windows 7 Migration, Mac OS X, Disaster Recovery, OS X, Databases, Business Analysis, Data Analysis, Windows 7, Servers, SQL, Software Development, Analysis, Program Management, Business Process, Technical Support, IT Operations, Database Design, Troubleshooting, Operating Systems, System Deployment, Process Improvement, Testing, SharePoint, Visio, IT Management, Citrix, Microsoft Exchange, Software Documentation
Education
Bluffton University 1993 — 1997
BA, Mathematics
Bluffton High School 1987 — 1991
Mathematics
Rita Alijaj's Willis Experience August 2014 - Present
Job Executive Assistant at Willis
Industry Insurance
Experience
Willis August 2014 - Present
Willis Capital Markets & Advisory June 2011 - August 2014
Silversea Cruises April 2004 - May 2007
ANC Rental Corporation June 2000 - November 2003
Salomon Smith Barney March 1993 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Phone Etiquette, SNL, Concur, Thompson One, Epic Systems, Internet Savvy, Lotus Notes, PowerPoint, Corporate Finance, Event Management, Financial Analysis, Financial Modeling
Education
Broward College
Accounting and Finance
Willis August 2014 - Present
Willis Capital Markets & Advisory June 2011 - August 2014
Silversea Cruises April 2004 - May 2007
ANC Rental Corporation June 2000 - November 2003
Salomon Smith Barney March 1993 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Phone Etiquette, SNL, Concur, Thompson One, Epic Systems, Internet Savvy, Lotus Notes, PowerPoint, Corporate Finance, Event Management, Financial Analysis, Financial Modeling
Education
Broward College
Accounting and Finance
Tyler Banks Tyler Banks's Willis Experience June 2013 - Present
Job National Practice Leader & CEO at Willis Personal Lines, LLC
Industry Insurance
Experience
Willis June 2013 - Present
Willis March 2012 - June 2013
Marsh Risk & Insurance Services January 2009 - March 2012
Sperry Van Ness August 2007 - October 2008
Safeguard Realty Investments January 2002 - May 2007
Skills
Sales Management, Insurance, Property & Casualty..., Risk Management, New Business Development, Team Building, Risk, Investments, Management, Business Planning, Financial Risk, Leadership, General Insurance, Strategy, Negotiation, Finance, Entrepreneurship, Leadership Development, Marketing, Brokers, Commercial Insurance, Casualty Insurance, Sales, Training, Strategic Planning, Coaching, Liability, Underwriting, Program Management, Financial Analysis
Education
San Diego State University-California State University 1999 — 2001
MBA, Business Administration
Brigham Young University 1992 — 1998
B.S., Marketing, Japanese
Willis June 2013 - Present
Willis March 2012 - June 2013
Marsh Risk & Insurance Services January 2009 - March 2012
Sperry Van Ness August 2007 - October 2008
Safeguard Realty Investments January 2002 - May 2007
Skills
Sales Management, Insurance, Property & Casualty..., Risk Management, New Business Development, Team Building, Risk, Investments, Management, Business Planning, Financial Risk, Leadership, General Insurance, Strategy, Negotiation, Finance, Entrepreneurship, Leadership Development, Marketing, Brokers, Commercial Insurance, Casualty Insurance, Sales, Training, Strategic Planning, Coaching, Liability, Underwriting, Program Management, Financial Analysis
Education
San Diego State University-California State University 1999 — 2001
MBA, Business Administration
Brigham Young University 1992 — 1998
B.S., Marketing, Japanese
Kaaren Jensen Kaaren Jensen's Willis Experience July 1991 - February 1997
Job Service Advocate 2 at Farmers Insurance
Industry Management Consulting
Experience
Farmers Insurance October 2012 - Present
Independant September 2010 - Present
Stream Global Services 2012 - 2012
RMT International September 2009 - August 2010
Sexual Assault Support Services September 2007 - September 2009
MCS Financial Advisors March 2005 - September 2007
Ward Insurance October 2001 - May 2003
Rosen Products, LLC April 2000 - August 2001
Zurich Insurance February 1997 - September 1997
Willis July 1991 - February 1997
Skills
Insurance, Risk Management, QuickBooks, Payroll, Customer Service, Microsoft Excel, Small Business, Management, Nonprofits, Human Resources, Analysis, Training, Time Management, Strategic Planning, Project Management, Start-ups, Employee Benefits, Accounting, Outsourcing, Accounts Receivable, Budgets, Team Building, System Administration, Account Reconciliation, Bookkeeping, Environmental Awareness, Microsoft Office, Office Management, Research, Risk Assessment
Education
Boston University 2006 — 2007
Certificate, Financial Planning
Lane Community College 1990 — 1992
Business and IT Management
Merritt Davis Business College 1976 — 1978
Jr. Accounting, Accounting
Springfield High School 1971 — 1976
HS Diploma
Farmers Insurance October 2012 - Present
Independant September 2010 - Present
Stream Global Services 2012 - 2012
RMT International September 2009 - August 2010
Sexual Assault Support Services September 2007 - September 2009
MCS Financial Advisors March 2005 - September 2007
Ward Insurance October 2001 - May 2003
Rosen Products, LLC April 2000 - August 2001
Zurich Insurance February 1997 - September 1997
Willis July 1991 - February 1997
Skills
Insurance, Risk Management, QuickBooks, Payroll, Customer Service, Microsoft Excel, Small Business, Management, Nonprofits, Human Resources, Analysis, Training, Time Management, Strategic Planning, Project Management, Start-ups, Employee Benefits, Accounting, Outsourcing, Accounts Receivable, Budgets, Team Building, System Administration, Account Reconciliation, Bookkeeping, Environmental Awareness, Microsoft Office, Office Management, Research, Risk Assessment
Education
Boston University 2006 — 2007
Certificate, Financial Planning
Lane Community College 1990 — 1992
Business and IT Management
Merritt Davis Business College 1976 — 1978
Jr. Accounting, Accounting
Springfield High School 1971 — 1976
HS Diploma
Matt Rohrmann, CAIA Matt Rohrmann, CAIA's Willis Experience June 2015 - Present
Job Willis Investor Relations
Industry Financial Services
Experience
Willis June 2015 - Present
Nomura Securities March 2013 - June 2015
Keefe, Bruyette & Woods April 2005 - February 2013
inCode Wireless (Deloitte / Verisign) August 2003 - April 2005
Hovde Financial August 2001 - August 2003
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Investment Banking, Private Equity, Capital Markets, Equity Valuation, Hedge Funds, Business Strategy, Fixed Income, Alternative Investments, Emerging Markets, Finance, Property & Casualty..., Mergers & Acquisitions, Due Diligence, Investor Relations, Bloomberg, Fund Of Funds, Insurance, Series 63, Mutual Funds, Series 7, Options, DCF, Asset Management, Portfolio Management, Investment Management, Corporate Finance, Strategy, Equity Capital Markets, Asset Allocation, Venture Capital, Sell Side, Trading Strategies, Value Investing, Investment Strategies, Economics, Financial Analysis, Corporate Development, Buy-side, Financial Markets, Equity Trading, Real Estate, Real Estate Economics, Real Estate Investor, Real Estate Transactions, Trading
Education
Butler University 1999 — 2001
B.S., Applied Economics
Nazareth College of Rochester 1997 — 1999
Willis June 2015 - Present
Nomura Securities March 2013 - June 2015
Keefe, Bruyette & Woods April 2005 - February 2013
inCode Wireless (Deloitte / Verisign) August 2003 - April 2005
Hovde Financial August 2001 - August 2003
Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Investment Banking, Private Equity, Capital Markets, Equity Valuation, Hedge Funds, Business Strategy, Fixed Income, Alternative Investments, Emerging Markets, Finance, Property & Casualty..., Mergers & Acquisitions, Due Diligence, Investor Relations, Bloomberg, Fund Of Funds, Insurance, Series 63, Mutual Funds, Series 7, Options, DCF, Asset Management, Portfolio Management, Investment Management, Corporate Finance, Strategy, Equity Capital Markets, Asset Allocation, Venture Capital, Sell Side, Trading Strategies, Value Investing, Investment Strategies, Economics, Financial Analysis, Corporate Development, Buy-side, Financial Markets, Equity Trading, Real Estate, Real Estate Economics, Real Estate Investor, Real Estate Transactions, Trading
Education
Butler University 1999 — 2001
B.S., Applied Economics
Nazareth College of Rochester 1997 — 1999
Emily Ferreira's Willis Experience December 2013 - Present
Job Benchmarking & Survey Consultant at Willis
Industry Insurance
Experience
Willis December 2013 - Present
Willis May 2012 - December 2013
Spring Consulting Group, LLC January 2006 - May 2012
Marsh 2004 - 2005
Skills
Employee Benefits, Captives, Insurance, Disability Management, Wellness, Integration, Health, Benchmarking, Research, Disability Insurance, Program Management, Strategy, Health Insurance, Strategic Planning, Benefits Administration, Human Resources
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, General Management
Willis December 2013 - Present
Willis May 2012 - December 2013
Spring Consulting Group, LLC January 2006 - May 2012
Marsh 2004 - 2005
Skills
Employee Benefits, Captives, Insurance, Disability Management, Wellness, Integration, Health, Benchmarking, Research, Disability Insurance, Program Management, Strategy, Health Insurance, Strategic Planning, Benefits Administration, Human Resources
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, General Management
Shaun Dubrow Shaun Dubrow's Willis Experience October 2007 - September 2010
Job Benefits Advisor at Zenefits
Industry Insurance
Experience
Zenefits February 2015 - Present
MOC Insurance Services February 2013 - February 2015
MacCorkle Insurance Service June 2012 - February 2013
Alliant Insurance Services September 2010 - June 2012
Willis October 2007 - September 2010
Starbucks January 2003 - October 2007
Skills
Health Insurance, Health Care Reform, Disability Insurance, Employee Benefits, Claim, Insurance, Benefits Administration, Brokers, Underwriting, Health Savings Accounts, Life Insurance, Managed Care, Marketing
Education
California State University-East Bay 2005 — 2007
Bachelor of Science, Business Economics
San Ramon Valley High School 1996 — 2000
Zenefits February 2015 - Present
MOC Insurance Services February 2013 - February 2015
MacCorkle Insurance Service June 2012 - February 2013
Alliant Insurance Services September 2010 - June 2012
Willis October 2007 - September 2010
Starbucks January 2003 - October 2007
Skills
Health Insurance, Health Care Reform, Disability Insurance, Employee Benefits, Claim, Insurance, Benefits Administration, Brokers, Underwriting, Health Savings Accounts, Life Insurance, Managed Care, Marketing
Education
California State University-East Bay 2005 — 2007
Bachelor of Science, Business Economics
San Ramon Valley High School 1996 — 2000
Louis M. Gallucci, GBDS Louis M. Gallucci, GBDS's Willis Experience December 2013 - December 2014
Job Consultant at Enterprise Risk Strategies (ERS)
Industry Insurance
Experience
Enterprise Risk Strategies, LLC December 2014 - Present
Willis December 2013 - December 2014
Trustmark Voluntary Benefit Solutions April 2011 - October 2013
The Hartford June 2006 - April 2011
Skills
Voluntary Benefits..., Benefits Enrollment and..., Employee Engagement, Employee Wellness..., Disability Insurance, Employee Benefits, Consulting, Insurance, Health Savings Accounts, Health Insurance, Customer Service, Strategic Planning, Long-term Care, Accident, Brokers, Life Insurance, Universal Life, Term Life Insurance, Sales, Critical Illness, Voluntary Employee..., Whole Life, Underwriting, Group Insurance
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (B.S.), Agricultural Business and Management
Enterprise Risk Strategies, LLC December 2014 - Present
Willis December 2013 - December 2014
Trustmark Voluntary Benefit Solutions April 2011 - October 2013
The Hartford June 2006 - April 2011
Skills
Voluntary Benefits..., Benefits Enrollment and..., Employee Engagement, Employee Wellness..., Disability Insurance, Employee Benefits, Consulting, Insurance, Health Savings Accounts, Health Insurance, Customer Service, Strategic Planning, Long-term Care, Accident, Brokers, Life Insurance, Universal Life, Term Life Insurance, Sales, Critical Illness, Voluntary Employee..., Whole Life, Underwriting, Group Insurance
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (B.S.), Agricultural Business and Management
Daniel Baisch Daniel Baisch's Willis Experience January 2001 - June 2009
Job Chief Marketing Officer at Hub International Midwest Ltd.
Industry Insurance
Experience
Hub International June 2009 - Present
Willis January 2001 - June 2009
Skills
Commercial Insurance, Workers Compensation, Non-profits, Operations Management, Healthcare, Risk Assessment, Risk Management, Marketing, Strategic Planning, Property & Casualty..., Program Management, Insurance, Casualty, Brokers, Nonprofits, Casualty Insurance, Professional Liability, General Insurance, Liability
Education
Bowling Green State University 1988 — 1993
BSBA, Finance/Insurance
Hub International June 2009 - Present
Willis January 2001 - June 2009
Skills
Commercial Insurance, Workers Compensation, Non-profits, Operations Management, Healthcare, Risk Assessment, Risk Management, Marketing, Strategic Planning, Property & Casualty..., Program Management, Insurance, Casualty, Brokers, Nonprofits, Casualty Insurance, Professional Liability, General Insurance, Liability
Education
Bowling Green State University 1988 — 1993
BSBA, Finance/Insurance
Drew Gunn Drew Gunn's Willis Experience June 2014 - Present
Job Managing Partner at Willis of Ohio, Inc.
Industry Insurance
Experience
Willis June 2014 - Present
Willis October 2013 - June 2014
Oswald Companies June 2001 - October 2013
Oswald Companies June 2010 - December 2011
AIG May 1996 - June 2001
Indiana Insurance 1990 - 1996
Skills
Insurance, Risk Management, Mergers, Customer Service, Financial Planners, Venture Capital, Equities, Acquisitions, Finance, Underwriting, Professional Liability, Property & Casualty..., Commercial Insurance, Liability, Legal Liability, Broadcast, Workers Compensation, Casualty, Captives, D&O, General Insurance, Enterprise Risk..., Mergers & Acquisitions, Brokers, Employment Practices..., Reinsurance, Commercial Lines
Education
Bowling Green State University 1986 — 1990
BSBA, Business Administration, Risk Management
Finneytown High School
Finneytown High School
Willis June 2014 - Present
Willis October 2013 - June 2014
Oswald Companies June 2001 - October 2013
Oswald Companies June 2010 - December 2011
AIG May 1996 - June 2001
Indiana Insurance 1990 - 1996
Skills
Insurance, Risk Management, Mergers, Customer Service, Financial Planners, Venture Capital, Equities, Acquisitions, Finance, Underwriting, Professional Liability, Property & Casualty..., Commercial Insurance, Liability, Legal Liability, Broadcast, Workers Compensation, Casualty, Captives, D&O, General Insurance, Enterprise Risk..., Mergers & Acquisitions, Brokers, Employment Practices..., Reinsurance, Commercial Lines
Education
Bowling Green State University 1986 — 1990
BSBA, Business Administration, Risk Management
Finneytown High School
Finneytown High School
Jason Carl's Willis Experience September 2011 - November 2013
Job Field Sales Representative Southern Alberta at BURNDY LLC
Industry Building Materials
Experience
BURNDY LLC November 2013 - Present
Willis September 2011 - November 2013
Calgary Discount Realty January 2011 - July 2011
Remax Mountain View May 2007 - March 2011
Black & Decker January 2007 - May 2007
Black & Decker June 2005 - January 2007
Black & Decker March 2004 - June 2005
Black & Decker November 2002 - March 2004
Black & Decker January 2001 - November 2002
Skills
Account Management, Business Strategy, Sales Management, Sales, Marketing, Selling, Sales Presentations, Trade Shows, Residential Homes, Retail, Sales Process, Direct Sales, Contract Negotiation, Customer Service, New Business Development, Negotiation, Construction, Management, Budgets
Education
British Columbia Institute of Technology 1998 — 2000
Real Estate / Marketing
Capilano University
BURNDY LLC November 2013 - Present
Willis September 2011 - November 2013
Calgary Discount Realty January 2011 - July 2011
Remax Mountain View May 2007 - March 2011
Black & Decker January 2007 - May 2007
Black & Decker June 2005 - January 2007
Black & Decker March 2004 - June 2005
Black & Decker November 2002 - March 2004
Black & Decker January 2001 - November 2002
Skills
Account Management, Business Strategy, Sales Management, Sales, Marketing, Selling, Sales Presentations, Trade Shows, Residential Homes, Retail, Sales Process, Direct Sales, Contract Negotiation, Customer Service, New Business Development, Negotiation, Construction, Management, Budgets
Education
British Columbia Institute of Technology 1998 — 2000
Real Estate / Marketing
Capilano University
Allison McDaniel, SPHR Allison McDaniel, SPHR's Willis Experience 2006 - 2011
Job Human Resources Consultant at Mondelēz International
Industry Insurance
Experience
Mondelēz International 2015 - Present
American International Group, Inc. (AIG) 2011 - 2014
Willis 2006 - 2011
Prudential Financial 1999 - 2006
Bozell 1996 - 1999
New York Life Insurance Company 1988 - 1996
Skills
HRIS, Human Resources, Talent Management, Employee Benefits, Employee Relations, Succession Planning, Recruiting, Benefits Administration, Performance Management, Budgets, Workers Compensation, Training, Interviews, Strategic Human..., Management, Onboarding, Leadership
Education
Saint John's University 1992 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Mondelēz International 2015 - Present
American International Group, Inc. (AIG) 2011 - 2014
Willis 2006 - 2011
Prudential Financial 1999 - 2006
Bozell 1996 - 1999
New York Life Insurance Company 1988 - 1996
Skills
HRIS, Human Resources, Talent Management, Employee Benefits, Employee Relations, Succession Planning, Recruiting, Benefits Administration, Performance Management, Budgets, Workers Compensation, Training, Interviews, Strategic Human..., Management, Onboarding, Leadership
Education
Saint John's University 1992 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Dallas Gabriel Dallas Gabriel's Willis Experience June 2011 - Present
Job Willis Ontario Sales Manager, Distributor of DuPont Corian*, DuPont Zodiaq*, Arpa HPL, Artisan Sinks and Faucets
Industry Building Materials
Experience
Willis June 2011 - Present
Willis January 2006 - June 2011
Skills
Trade Shows, Building Materials, New Business Development, Sales Management, Millwork, Account Management, Sales, Space planning, Customer Service, Sales Presentations, Contract Negotiation, Cabinetry, Retail, Inventory Management, Budgets
Education
Brock University 1994 — 1998
BA Honours, Sociology
Brock University
Willis June 2011 - Present
Willis January 2006 - June 2011
Skills
Trade Shows, Building Materials, New Business Development, Sales Management, Millwork, Account Management, Sales, Space planning, Customer Service, Sales Presentations, Contract Negotiation, Cabinetry, Retail, Inventory Management, Budgets
Education
Brock University 1994 — 1998
BA Honours, Sociology
Brock University
Paul Yelavich Paul Yelavich's Willis Experience January 1999 - July 2007
Job Risk management professional with expertise in insurance risk; actively exploring career opportunities
Industry Insurance
Experience
Marsh & McLennan Companies, Inc.s July 2007 - Present
Willis January 1999 - July 2007
Sedgwick December 1996 - December 1999
Skills
Airlines, Insurance, Brokers, Property & Casualty..., Risk Management, Risk Assessment, Avation, Team Leadership, Aerospace, Customer Service, Enterprise Risk..., Aviation, D&O, Captives, Professional Liability, General Insurance, Employment Practices..., Management, Aviation Insurance, Liability, Analysis, Workers Compensation, Commercial Insurance
Education
Brown University 1977 — 1982
Bachelor of Arts (BA), History
Marsh & McLennan Companies, Inc.s July 2007 - Present
Willis January 1999 - July 2007
Sedgwick December 1996 - December 1999
Skills
Airlines, Insurance, Brokers, Property & Casualty..., Risk Management, Risk Assessment, Avation, Team Leadership, Aerospace, Customer Service, Enterprise Risk..., Aviation, D&O, Captives, Professional Liability, General Insurance, Employment Practices..., Management, Aviation Insurance, Liability, Analysis, Workers Compensation, Commercial Insurance
Education
Brown University 1977 — 1982
Bachelor of Arts (BA), History
Clarissa Cassara's Willis Experience June 2013 - Present
Job WillisPrivate Client Services
Industry Insurance
Experience
Willis June 2013 - Present
Account Manager June 2011 - June 2013
The Pasadena Marathon January 2011 - January 2013
FIFG Services June 2010 - December 2010
Nancy Bond Insurance Services June 2007 - May 2010
Skills
Marketing, Sales Management, Marketing Strategy, Customer Service, Insurance, Budgets, Event Planning, Microsoft Office, Outlook, Sales, Social Media, Account Management, Editing, Management, Research
Education
California State University-Fullerton 2000 — 2004
Bachelors in Communications, Entertainment Studies
Willis June 2013 - Present
Account Manager June 2011 - June 2013
The Pasadena Marathon January 2011 - January 2013
FIFG Services June 2010 - December 2010
Nancy Bond Insurance Services June 2007 - May 2010
Skills
Marketing, Sales Management, Marketing Strategy, Customer Service, Insurance, Budgets, Event Planning, Microsoft Office, Outlook, Sales, Social Media, Account Management, Editing, Management, Research
Education
California State University-Fullerton 2000 — 2004
Bachelors in Communications, Entertainment Studies
Chris Burns's Willis Experience 2008 - 2011
Job Managing Director at Sequoia Consulting Group
Industry Financial Services
Experience
Sequoia Consulting Group - www.Sequoia.com November 2013 - Present
Willis Group May 2006 - May 2013
Willis 2008 - 2011
Mercer 1999 - 2006
Towers Watson 1996 - 1999
AIG 1995 - 1996
AIG 1991 - 1995
AIG 1989 - 1991
Cigna 1987 - 1989
Cigna 1982 - 1987
Skills
Employee Benefits, Insurance, Health Insurance, Brokers, Underwriting, Risk Management, Reinsurance, Mergers & Acquisitions, General Insurance, Workers Compensation, Disability Insurance, Pensions, Change Management, Life Insurance, Property & Casualty..., Strategy, Performance Management, Human Resources, Retirement, Business Development, Leadership, Executive Pay, Business Strategy, Financial Risk, Process Improvement, CRM, Outsourcing, Start-ups, Business Planning, Management
Education
Boston College
BA, Economics, History
Sequoia Consulting Group - www.Sequoia.com November 2013 - Present
Willis Group May 2006 - May 2013
Willis 2008 - 2011
Mercer 1999 - 2006
Towers Watson 1996 - 1999
AIG 1995 - 1996
AIG 1991 - 1995
AIG 1989 - 1991
Cigna 1987 - 1989
Cigna 1982 - 1987
Skills
Employee Benefits, Insurance, Health Insurance, Brokers, Underwriting, Risk Management, Reinsurance, Mergers & Acquisitions, General Insurance, Workers Compensation, Disability Insurance, Pensions, Change Management, Life Insurance, Property & Casualty..., Strategy, Performance Management, Human Resources, Retirement, Business Development, Leadership, Executive Pay, Business Strategy, Financial Risk, Process Improvement, CRM, Outsourcing, Start-ups, Business Planning, Management
Education
Boston College
BA, Economics, History
Al Torres Al Torres's Willis Experience March 2013 - Present
Job Sr VP Facultative Operations
Industry Insurance
Experience
Willis March 2013 - Present
Willis October 2010 - Present
The ABA Group, LLC July 2009 - October 2010
Allstate Insurance Company January 1998 - July 2009
Zurich Insurance Company July 1997 - January 1998
The Resolution Group, Inc September 1991 - January 1997
Crum & Forster August 1986 - September 1991
Baum, Glick & Wertheimer, PC September 1982 - August 1986
Skills
Account Reconciliation, Accounting, Accounts Receivable, Administration, Analysis, Auditing, Brokers, Budgets, Casualty, Claim, Claims Management, Commercial Insurance, Entrepreneurship, Finance, Insurance, Internal Audit, Internal Controls, Liability, Management, Negotiation, Process Improvement, Professional Liability, Property, Reinsurance, Six Sigma, Start-ups, Team Building, Training, Underwriting
Education
DePaul University 1982 — 1986
Bachelor of Science, Finance
Bradley University
Willis March 2013 - Present
Willis October 2010 - Present
The ABA Group, LLC July 2009 - October 2010
Allstate Insurance Company January 1998 - July 2009
Zurich Insurance Company July 1997 - January 1998
The Resolution Group, Inc September 1991 - January 1997
Crum & Forster August 1986 - September 1991
Baum, Glick & Wertheimer, PC September 1982 - August 1986
Skills
Account Reconciliation, Accounting, Accounts Receivable, Administration, Analysis, Auditing, Brokers, Budgets, Casualty, Claim, Claims Management, Commercial Insurance, Entrepreneurship, Finance, Insurance, Internal Audit, Internal Controls, Liability, Management, Negotiation, Process Improvement, Professional Liability, Property, Reinsurance, Six Sigma, Start-ups, Team Building, Training, Underwriting
Education
DePaul University 1982 — 1986
Bachelor of Science, Finance
Bradley University
Ed Ehrlich, CPCU, CIC Ed Ehrlich, CPCU, CIC's Willis Experience October 1990 - January 1996
Job Executive Recruiter Insurance Industry "Connecting The Best In The Business"
Industry Insurance
Experience
MATCHED CAREERS December 2010 - Present
AIG December 1998 - November 2010
Reliance Specialty Insurance Group July 1997 - December 1998
Keenan and Associates January 1996 - July 1997
Willis October 1990 - January 1996
CIGNA July 1972 - October 1990
Skills
Underwriting, Brokers, New Business Development, Employee Benefits, Commercial Lines, Property & Casualty..., Insurance, Claim, Employment Practices..., Management, Recruiting, Financial Risk, Adjusters, Commercial Insurance, Retail, Umbrella Insurance, Health Insurance, Business Development, Marketing, General Insurance, Professional Liability, Liability, D&O, Risk Management, Workers Compensation, Casualty, Life Insurance, Sales, Reinsurance, Disability Insurance, Legal Liability, Marketing Strategy, Strategic Planning, Leadership, Talent Management, Claims Management, Account Management, Captives, Term Life Insurance, Homeowners, Insurance Brokerage, Excess, Accident, Long-term Care
Education
California State University-Fullerton 1967 — 1969
Bachelor of Arts, Business Administration
Fullerton Jr. College 1965 — 1967
Associate of Arts (A.A.), Business/Managerial Economics
MATCHED CAREERS December 2010 - Present
AIG December 1998 - November 2010
Reliance Specialty Insurance Group July 1997 - December 1998
Keenan and Associates January 1996 - July 1997
Willis October 1990 - January 1996
CIGNA July 1972 - October 1990
Skills
Underwriting, Brokers, New Business Development, Employee Benefits, Commercial Lines, Property & Casualty..., Insurance, Claim, Employment Practices..., Management, Recruiting, Financial Risk, Adjusters, Commercial Insurance, Retail, Umbrella Insurance, Health Insurance, Business Development, Marketing, General Insurance, Professional Liability, Liability, D&O, Risk Management, Workers Compensation, Casualty, Life Insurance, Sales, Reinsurance, Disability Insurance, Legal Liability, Marketing Strategy, Strategic Planning, Leadership, Talent Management, Claims Management, Account Management, Captives, Term Life Insurance, Homeowners, Insurance Brokerage, Excess, Accident, Long-term Care
Education
California State University-Fullerton 1967 — 1969
Bachelor of Arts, Business Administration
Fullerton Jr. College 1965 — 1967
Associate of Arts (A.A.), Business/Managerial Economics
Caroline Hurwitch, CIC's Willis Experience March 2002 - Present
Job Senior Client Manager at Willis Private Client
Industry Insurance
Experience
Willis March 2002 - Present
Reason Inc December 2000 - September 2001
Q Strategies July 2000 - December 2000
ITSA (Insurance Technology Services of America) May 1999 - June 2000
Amica September 1990 - February 1999
Skills
Underwriting, Property & Casualty..., Insurance, B2B, Commercial Insurance, Entrepreneurship, Reinsurance, Customer Service, Risk Management, Casualty Insurance, Life Insurance, Account Management, Disability Insurance, Health Insurance, Brokers, Inland Marine
Education
Boston University 1987 — 1990
BA, Psychology
University of New Hampshire 1985 — 1986
Willis March 2002 - Present
Reason Inc December 2000 - September 2001
Q Strategies July 2000 - December 2000
ITSA (Insurance Technology Services of America) May 1999 - June 2000
Amica September 1990 - February 1999
Skills
Underwriting, Property & Casualty..., Insurance, B2B, Commercial Insurance, Entrepreneurship, Reinsurance, Customer Service, Risk Management, Casualty Insurance, Life Insurance, Account Management, Disability Insurance, Health Insurance, Brokers, Inland Marine
Education
Boston University 1987 — 1990
BA, Psychology
University of New Hampshire 1985 — 1986
Jason Lelio, CPA, CFE, CFF Jason Lelio, CPA, CFE, CFF's Willis Experience July 2014 - Present
Job Forensic Accounting & Complex Claims at Willis
Industry Accounting
Experience
Willis July 2014 - Present
Marsh July 2007 - July 2014
Alan Gray, Inc. 2006 - 2007
RGL Forensics June 2002 - April 2006
Arthur Andersen January 2000 - April 2002
Deloitte 1998 - 2000
Campos & Stratis 1995 - 1998
Skills
Forensic Accounting, Business Interruption, Certified Fraud Examiner, Fraud, Business Valuation, CPA, Financial Analysis, Auditing, Risk Management, Internal Controls, Expert Witness, Accounting, Claim, Valuation, Enterprise Risk..., Finance, Insurance, Financial Risk, Due Diligence, Internal Audit, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Reporting, Mergers & Acquisitions, Corporate Governance
Education
Bryant University 1991 — 1995
BS BA, Accounting
Willis July 2014 - Present
Marsh July 2007 - July 2014
Alan Gray, Inc. 2006 - 2007
RGL Forensics June 2002 - April 2006
Arthur Andersen January 2000 - April 2002
Deloitte 1998 - 2000
Campos & Stratis 1995 - 1998
Skills
Forensic Accounting, Business Interruption, Certified Fraud Examiner, Fraud, Business Valuation, CPA, Financial Analysis, Auditing, Risk Management, Internal Controls, Expert Witness, Accounting, Claim, Valuation, Enterprise Risk..., Finance, Insurance, Financial Risk, Due Diligence, Internal Audit, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Reporting, Mergers & Acquisitions, Corporate Governance
Education
Bryant University 1991 — 1995
BS BA, Accounting
John Felter's Willis Experience September 2004 - December 2008
Job Managing Director at Waterstone Defeasance, LLC
Industry Banking
Experience
Waterstone Defeasance, LLC September 2014 - Present
Bank of America September 2011 - September 2014
Arthur J. Gallagher & Co. January 2009 - September 2011
Willis September 2004 - December 2008
Merrill Lynch January 1995 - July 2004
Salomon Brothers April 1987 - January 1995
PwC July 1985 - April 1987
Skills
Management, Mergers & Acquisitions, Finance, Investments, Financial Services, Financial Risk, Equities, Hedge Funds, Fixed Income, Due Diligence, Mergers, Asset Management, Real Estate
Education
Boston University 1981 — 1985
Bachelor's Degree, Finance / Management Information Systems
Bhs
Waterstone Defeasance, LLC September 2014 - Present
Bank of America September 2011 - September 2014
Arthur J. Gallagher & Co. January 2009 - September 2011
Willis September 2004 - December 2008
Merrill Lynch January 1995 - July 2004
Salomon Brothers April 1987 - January 1995
PwC July 1985 - April 1987
Skills
Management, Mergers & Acquisitions, Finance, Investments, Financial Services, Financial Risk, Equities, Hedge Funds, Fixed Income, Due Diligence, Mergers, Asset Management, Real Estate
Education
Boston University 1981 — 1985
Bachelor's Degree, Finance / Management Information Systems
Bhs
Rebecca MB. Pearson's Willis Experience 1995 - 1997
Job Research Associate at New York University
Industry Research
Experience
NYU School of Continuing and Professional Studies 2002 - Present
New York University July 2002 - March 2004
New York University November 1999 - December 2000
Bucks County Courier Times 1998 - 1999
Willis 1995 - 1997
Gow and Hanna 1992 - 1994
Ebasco Services 1989 - 1992
Altemose Companies 1988 - 1989
Marsh 1979 - 1988
Skills
Primary and secondary..., Survey development and..., Data analysis and..., Survey Development, Web Development, Higher Education, Research, Writing, Data Analysis, Market Research, Qualitative Research, Project Management, Strategy, Leadership, Proposal Writing, Exit Surveys, Public Speaking, Marketing, Blogging, Business Strategy, Public Relations, Editing, Entrepreneurship, Team Building, Copywriting, Strategic Communications, Leadership Development, Strategic Planning, Training, Press Releases, Newsletters, Quantitative Research, Facebook, Event Planning, Marketing Communications
Education
New York University 2004 — 2007
Master of Arts, Education and Technology, 3.8
Rider University 1997 — 1999
BA, Liberal Studies, 3.8
Bucks County Community College 1996 — 1997
AA, Journalism, 3.9
NYU School of Continuing and Professional Studies 2002 - Present
New York University July 2002 - March 2004
New York University November 1999 - December 2000
Bucks County Courier Times 1998 - 1999
Willis 1995 - 1997
Gow and Hanna 1992 - 1994
Ebasco Services 1989 - 1992
Altemose Companies 1988 - 1989
Marsh 1979 - 1988
Skills
Primary and secondary..., Survey development and..., Data analysis and..., Survey Development, Web Development, Higher Education, Research, Writing, Data Analysis, Market Research, Qualitative Research, Project Management, Strategy, Leadership, Proposal Writing, Exit Surveys, Public Speaking, Marketing, Blogging, Business Strategy, Public Relations, Editing, Entrepreneurship, Team Building, Copywriting, Strategic Communications, Leadership Development, Strategic Planning, Training, Press Releases, Newsletters, Quantitative Research, Facebook, Event Planning, Marketing Communications
Education
New York University 2004 — 2007
Master of Arts, Education and Technology, 3.8
Rider University 1997 — 1999
BA, Liberal Studies, 3.8
Bucks County Community College 1996 — 1997
AA, Journalism, 3.9
Nicholas Nunziato's Willis Experience November 2010 - February 2011
Job
Industry Financial Services
Experience
Thomson Reuters November 2013 - Present
European Securities Network February 2011 - October 2013
Willis November 2010 - February 2011
Lehman Brothers Holdings Inc. November 2009 - May 2010
Genotec Nutritionals May 2006 - September 2009
Late Nite Binghamton August 2007 - May 2009
Office of Campus Life January 2007 - May 2008
Skills
Derivatives, Accounting, Trading, Salesforce.com, Thomson Reuters Eikon, Bloomberg Terminal, Omgeo Oasys, CTM, International..., US Equities, European Equities, Fixed Income
Education
Binghamton University - School of Management 2005 — 2009
BS
Thomson Reuters November 2013 - Present
European Securities Network February 2011 - October 2013
Willis November 2010 - February 2011
Lehman Brothers Holdings Inc. November 2009 - May 2010
Genotec Nutritionals May 2006 - September 2009
Late Nite Binghamton August 2007 - May 2009
Office of Campus Life January 2007 - May 2008
Skills
Derivatives, Accounting, Trading, Salesforce.com, Thomson Reuters Eikon, Bloomberg Terminal, Omgeo Oasys, CTM, International..., US Equities, European Equities, Fixed Income
Education
Binghamton University - School of Management 2005 — 2009
BS
John Ohsner, CFP® John Ohsner, CFP®'s Willis Experience June 2003 - August 2003
Job Portfolio Manager at Heximer Investment Management, Inc.
Industry Investment Management
Experience
Heximer Investment Management, Inc. February 2012 - Present
The Burney Company June 2008 - January 2012
Franklin Research Group January 2008 - June 2008
National Benefit Programs, Inc. May 2006 - December 2007
Wilmington Trust Corp. May 2004 - August 2004
Willis June 2003 - August 2003
Skills
Portfolio Management, Portfolio Construction, Portfolio..., Establishing Financial..., Budgeting, Credit & Debt Management, Educational Funding, Insurance Needs Analysis, Asset Allocation, Security Analysis, Income Tax Fundamentals..., Cost Basis, Tax Management..., Retirement Needs..., Retirement Plans, Distribution Rules, Forms of Property..., Gifting, Estate Planning...
Education
Ohio University 2014 — 2015
Master of Financial Economics (MFE)
Boston University 2010 — 2011
Financial Planning
The Ohio State University 2006 — 2008
Bachelor's Degree, Journalism, English
Miami University 2003 — 2006
Journalism, English
The Wellington School 1994 — 2003
High School
Heximer Investment Management, Inc. February 2012 - Present
The Burney Company June 2008 - January 2012
Franklin Research Group January 2008 - June 2008
National Benefit Programs, Inc. May 2006 - December 2007
Wilmington Trust Corp. May 2004 - August 2004
Willis June 2003 - August 2003
Skills
Portfolio Management, Portfolio Construction, Portfolio..., Establishing Financial..., Budgeting, Credit & Debt Management, Educational Funding, Insurance Needs Analysis, Asset Allocation, Security Analysis, Income Tax Fundamentals..., Cost Basis, Tax Management..., Retirement Needs..., Retirement Plans, Distribution Rules, Forms of Property..., Gifting, Estate Planning...
Education
Ohio University 2014 — 2015
Master of Financial Economics (MFE)
Boston University 2010 — 2011
Financial Planning
The Ohio State University 2006 — 2008
Bachelor's Degree, Journalism, English
Miami University 2003 — 2006
Journalism, English
The Wellington School 1994 — 2003
High School
Rebecca Bobroff, CPM Rebecca Bobroff, CPM's Willis Experience May 2006 - May 2011
Job Director, Strategic Programs at ACE Group
Industry Insurance
Experience
ACE Group June 2011 - Present
Willis May 2006 - May 2011
Robert Half International May 2005 - May 2006
Skills
Employee Benefits, Process Improvement, Project Management, Account Management, Customer Service, Health Insurance, Strategic Planning, CRM, Insurance, Leadership, Management, Risk Management, Sales, Strategy, Training
Education
Bradley University
ACE Group June 2011 - Present
Willis May 2006 - May 2011
Robert Half International May 2005 - May 2006
Skills
Employee Benefits, Process Improvement, Project Management, Account Management, Customer Service, Health Insurance, Strategic Planning, CRM, Insurance, Leadership, Management, Risk Management, Sales, Strategy, Training
Education
Bradley University
Jim Boos, CMA, ACMA, CGMA Jim Boos, CMA, ACMA, CGMA's Willis Experience September 2013 - July 2014
Job VP FP&A, Standard Commercial Lines at QBE Insurance
Industry Accounting
Experience
QBE Insurance October 2014 - Present
Willis September 2013 - July 2014
Willis May 2010 - August 2013
Talascend Ltd. May 2009 - May 2010
Audio Video Unlimited June 2005 - July 2008
Omni Warranty Corp. April 2001 - May 2005
The Gisborne Group October 1997 - July 2000
Skills
Franchising, Software Implementation, Cash Flow, Financial Analysis, Forecasting, Financial Reporting, Financial Control, SOX, Financial Modeling, P&L, Internal Controls, Business Planning, Financial Accounting, Accounting, Competitive Analysis, Cash Management, Budgeting, Due Diligence, Start-ups, Business Strategy, Process Improvement, IFRS, Risk Management, General Ledger, Variance Analysis, Strategic Planning, Working Capital..., Restructuring, Financial Management, Business Analysis, Managerial Finance, Budgets, Sarbanes-Oxley Act, Management, Payroll, Finance, Leadership, Strategy, Analysis, Auditing, Strategic Financial..., Internal Audit, US GAAP, Insurance, Executive Management, Tax, Hyperion Enterprise, Financial Risk, MIS, Management Accounting
Education
Chartered Professional Accountants of Canada 2013 — 2013
Chartered Global Management Accountant 2012 — 2012
Chartered Institute of Management Accountants 2007 — 2007
Accounting
Society of Management Accountants of BC 1997 — 1999
The University of British Columbia 1995 — 1997
B.Comm, Accounting
British Columbia Institute of Technology 1992 — 1995
Accounting
QBE Insurance October 2014 - Present
Willis September 2013 - July 2014
Willis May 2010 - August 2013
Talascend Ltd. May 2009 - May 2010
Audio Video Unlimited June 2005 - July 2008
Omni Warranty Corp. April 2001 - May 2005
The Gisborne Group October 1997 - July 2000
Skills
Franchising, Software Implementation, Cash Flow, Financial Analysis, Forecasting, Financial Reporting, Financial Control, SOX, Financial Modeling, P&L, Internal Controls, Business Planning, Financial Accounting, Accounting, Competitive Analysis, Cash Management, Budgeting, Due Diligence, Start-ups, Business Strategy, Process Improvement, IFRS, Risk Management, General Ledger, Variance Analysis, Strategic Planning, Working Capital..., Restructuring, Financial Management, Business Analysis, Managerial Finance, Budgets, Sarbanes-Oxley Act, Management, Payroll, Finance, Leadership, Strategy, Analysis, Auditing, Strategic Financial..., Internal Audit, US GAAP, Insurance, Executive Management, Tax, Hyperion Enterprise, Financial Risk, MIS, Management Accounting
Education
Chartered Professional Accountants of Canada 2013 — 2013
Chartered Global Management Accountant 2012 — 2012
Chartered Institute of Management Accountants 2007 — 2007
Accounting
Society of Management Accountants of BC 1997 — 1999
The University of British Columbia 1995 — 1997
B.Comm, Accounting
British Columbia Institute of Technology 1992 — 1995
Accounting
Jeanette Felix Jeanette Felix's Willis Experience September 2006 - December 2011
Job Assistant Vice President
Industry Insurance
Experience
Allstate February 2013 - Present
Willis September 2006 - December 2011
Skills
Underwriting, Property & Casualty..., Brokers, Claim, Commercial Lines, Insurance Brokerage, Commercial Insurance, D&O, General Insurance, Insurance, Professional Liability, Liability, Legal Liability, Umbrella Insurance, Risk Management
Education
Borough of Manhattan Community College 1986 — 1990
Business Management
Allstate February 2013 - Present
Willis September 2006 - December 2011
Skills
Underwriting, Property & Casualty..., Brokers, Claim, Commercial Lines, Insurance Brokerage, Commercial Insurance, D&O, General Insurance, Insurance, Professional Liability, Liability, Legal Liability, Umbrella Insurance, Risk Management
Education
Borough of Manhattan Community College 1986 — 1990
Business Management
Elizabeth Arehart Elizabeth Arehart's Willis Experience August 2014 - March 2015
Job Making it happen.
Industry Museums and Institutions
Experience
Willis August 2014 - March 2015
Integro Insurance Brokers January 2013 - August 2014
Home March 2011 - January 2013
ARTHUR J. GALLAGHER & CO May 2009 - March 2011
LOCKTON COMPANIES, LLC October 2006 - December 2008
EINSTEIN INDUSTRIES, INC February 2005 - October 2006
OCEANIA CRUISES, INC April 2003 - January 2005
Skills
Underwriting, Insurance, Brokers, Marketing, Editing, Microsoft Word, Account Management, Customer Service, Process Improvement
Education
California State University-Fullerton 1996 — 2001
Bachelor of Arts, English
Willis August 2014 - March 2015
Integro Insurance Brokers January 2013 - August 2014
Home March 2011 - January 2013
ARTHUR J. GALLAGHER & CO May 2009 - March 2011
LOCKTON COMPANIES, LLC October 2006 - December 2008
EINSTEIN INDUSTRIES, INC February 2005 - October 2006
OCEANIA CRUISES, INC April 2003 - January 2005
Skills
Underwriting, Insurance, Brokers, Marketing, Editing, Microsoft Word, Account Management, Customer Service, Process Improvement
Education
California State University-Fullerton 1996 — 2001
Bachelor of Arts, English
Janet D. Moylan Janet D. Moylan's Willis Experience June 1993 - May 1994
Job Vice President, Global Product and Solution Development at Allied World Assurance
Industry Insurance
Experience
Allied World Assurance March 2012 - Present
XL Insurance April 2008 - December 2011
JANET MOYLAN, Strategic Marketing Consulting Services September 2005 - April 2008
American International Group May 1994 - August 2005
Willis June 1993 - May 1994
Aon September 1989 - June 1993
Skills
Salesforce.com, New Business Development, Knowledge Management, Project Execution, Team Leadership, Project Management, Team Building, Strategic Planning, Brokers, CRM, Leadership, Strategy, Business Development, Risk Management, Sales, Program Management, Insurance, Management, Change Management, Marketing, Training, Underwriting, Product Development, Business Process, Executive Management
Education
The American Institute for Chartered Property Casualty Underwriters 1992 — 1995
CPCU
The Insurance Institute of America 1991 — 1992
ARM
Bucknell University 1985 — 1989
BA, Art History
Western Reserve Academy 1981 — 1985
Graduate
Allied World Assurance March 2012 - Present
XL Insurance April 2008 - December 2011
JANET MOYLAN, Strategic Marketing Consulting Services September 2005 - April 2008
American International Group May 1994 - August 2005
Willis June 1993 - May 1994
Aon September 1989 - June 1993
Skills
Salesforce.com, New Business Development, Knowledge Management, Project Execution, Team Leadership, Project Management, Team Building, Strategic Planning, Brokers, CRM, Leadership, Strategy, Business Development, Risk Management, Sales, Program Management, Insurance, Management, Change Management, Marketing, Training, Underwriting, Product Development, Business Process, Executive Management
Education
The American Institute for Chartered Property Casualty Underwriters 1992 — 1995
CPCU
The Insurance Institute of America 1991 — 1992
ARM
Bucknell University 1985 — 1989
BA, Art History
Western Reserve Academy 1981 — 1985
Graduate
John Nissley's Willis Experience October 2011 - Present
Job Executive Vice President at Willis
Industry Insurance
Experience
Willis October 2011 - Present
Zurich December 1999 - October 2011
Zurich Insurance 1999 - September 2011
Skills
Risk Management, Insurance, Underwriting, Property & Casualty..., Workers Compensation, Construction, Commercial Insurance, Strategy, Legal Liability, Management, Strategic Planning, Claims Management, Risk Assessment, Liability, Negotiation, Claim, New Business Development, General Liability, Customer Relations, Leadership, Casualty, Professional Liability, Brokers, Financial Risk, General Insurance, Strategic Negotiations, Team Leadership, International Business, Strategic Partnerships, Marketing Strategy, Strategic Financial...
Education
Bowling Green State University
BSBA, Business Administration
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance and Marketing
Willis October 2011 - Present
Zurich December 1999 - October 2011
Zurich Insurance 1999 - September 2011
Skills
Risk Management, Insurance, Underwriting, Property & Casualty..., Workers Compensation, Construction, Commercial Insurance, Strategy, Legal Liability, Management, Strategic Planning, Claims Management, Risk Assessment, Liability, Negotiation, Claim, New Business Development, General Liability, Customer Relations, Leadership, Casualty, Professional Liability, Brokers, Financial Risk, General Insurance, Strategic Negotiations, Team Leadership, International Business, Strategic Partnerships, Marketing Strategy, Strategic Financial...
Education
Bowling Green State University
BSBA, Business Administration
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance and Marketing
Carrie Lillie-Lugo Carrie Lillie-Lugo's Willis Experience 2004 - 2005
Job VP, Senior Employee Benefits Consultant
Industry Insurance
Experience
Brown & Brown August 2005 - Present
Willis 2004 - 2005
Arthur J. Gallagher 1986 - 2004
Skills
Employee Benefits, Human Resources, Dentistry, Health Insurance, Employee Relations, Leadership, Brokers, Employee Wellness, Insurance, Disability Insurance, Management, Health Savings Accounts, Health Care Reform, Life Insurance, COBRA
Education
Cal Poly San Luis Obispo
Brown & Brown August 2005 - Present
Willis 2004 - 2005
Arthur J. Gallagher 1986 - 2004
Skills
Employee Benefits, Human Resources, Dentistry, Health Insurance, Employee Relations, Leadership, Brokers, Employee Wellness, Insurance, Disability Insurance, Management, Health Savings Accounts, Health Care Reform, Life Insurance, COBRA
Education
Cal Poly San Luis Obispo
Paul A. McFarlane Paul A. McFarlane's Willis Experience 1999 - 2004
Job Independent Consultant at HUNTERS International Insurance
Industry Insurance
Experience
HUNTERS International Insurance September 2009 - Present
P.A. McFarlane Consulting 2004 - Present
North Hatley Club August 2009 - 2011
Canadian Occupational Therapy Foundation 1996 - 2006
Physiotherapy Foundatiion 1995 - 2005
Willis 1999 - 2004
Biggs Evans Philips and Martin Insurance 1996 - 1998
Bennett Ogilvy Insurance 1991 - 1995
St Paul Fire and Marine Ins. Company 1989 - 1991
General Reinsurance Corp 1979 - 1988
Skills
Property and Casualty..., Professional Liability, Non-profits, Country Clubs, Insurance, Underwriting, Risk Management, Management Consulting, Executive Management
Education
Bishop's University 1971 — 1976
BBA, Business Administration
HUNTERS International Insurance September 2009 - Present
P.A. McFarlane Consulting 2004 - Present
North Hatley Club August 2009 - 2011
Canadian Occupational Therapy Foundation 1996 - 2006
Physiotherapy Foundatiion 1995 - 2005
Willis 1999 - 2004
Biggs Evans Philips and Martin Insurance 1996 - 1998
Bennett Ogilvy Insurance 1991 - 1995
St Paul Fire and Marine Ins. Company 1989 - 1991
General Reinsurance Corp 1979 - 1988
Skills
Property and Casualty..., Professional Liability, Non-profits, Country Clubs, Insurance, Underwriting, Risk Management, Management Consulting, Executive Management
Education
Bishop's University 1971 — 1976
BBA, Business Administration
Diana Banks Diana Banks's Willis Experience October 2008 - August 2012
Job Account Executive at Wells Fargo Insurance Services USA, Inc.
Industry Insurance
Experience
Willis October 2008 - August 2012
Hilb Rogal & Hobbs (HRH) May 2002 - October 2008
Aon Risk Services 1999 - 2002
IMA December 1997 - April 1999
Despot Nelson & Company March 1990 - December 1997
Skills
Insurance, Sandler, Miller Heiman, CIC, CRM, Microsoft Publisher, PowerPoint, Microsoft Word, Microsoft Excel, Professional Liability, Brokers, Claim, Business Development, Risk Management, Casualty, Captives, Underwriting, Reinsurance, Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty Insurance
Education
California State University-Bakersfield
San Jacinto Jr. College
Associate of Science Degree, Mathematics
Willis October 2008 - August 2012
Hilb Rogal & Hobbs (HRH) May 2002 - October 2008
Aon Risk Services 1999 - 2002
IMA December 1997 - April 1999
Despot Nelson & Company March 1990 - December 1997
Skills
Insurance, Sandler, Miller Heiman, CIC, CRM, Microsoft Publisher, PowerPoint, Microsoft Word, Microsoft Excel, Professional Liability, Brokers, Claim, Business Development, Risk Management, Casualty, Captives, Underwriting, Reinsurance, Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty Insurance
Education
California State University-Bakersfield
San Jacinto Jr. College
Associate of Science Degree, Mathematics
Ron Leopold's Willis Experience February 2014 - Present
Job National Practice Leader, Health Outcomes at Willis
Industry Insurance
Experience
Willis February 2014 - Present
www.ronleopold.com May 2012 - Present
Skills
Employee Benefits, Public Speaking, Benefits, Insurance, Health, Employee Engagement, Strategic Thinking, Human Capital Management, Corporate Wellness, Health and Productivity, Employee Wellness, Generations in the..., Productivity, Disability Insurance, Healthcare, Thought Leadership, Health Insurance, Population Health, Managed Care, Personnel Management, Workers Compensation, Management, Corporations, Health Policy, Leadership, Training, CRM, Claim, Claims Management, Strategy, Business Development, Health Savings Accounts, Change Management, Brokers, Life Insurance, Program Management, Medicare, Long-term Care, Health Care Reform, Term Life Insurance, Benefits Administration, COBRA, 401k, Analytics, Underwriting, ERISA, Retirement, Accident, Executive Pay, Reinsurance
Education
Boston University 1995 — 1997
MPH, Population Health
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Health Care
Jefferson Medical College of Thomas Jefferson University 1980 — 1984
MD
Emory University 1976 — 1980
BS, Biol / French
Willis February 2014 - Present
www.ronleopold.com May 2012 - Present
Skills
Employee Benefits, Public Speaking, Benefits, Insurance, Health, Employee Engagement, Strategic Thinking, Human Capital Management, Corporate Wellness, Health and Productivity, Employee Wellness, Generations in the..., Productivity, Disability Insurance, Healthcare, Thought Leadership, Health Insurance, Population Health, Managed Care, Personnel Management, Workers Compensation, Management, Corporations, Health Policy, Leadership, Training, CRM, Claim, Claims Management, Strategy, Business Development, Health Savings Accounts, Change Management, Brokers, Life Insurance, Program Management, Medicare, Long-term Care, Health Care Reform, Term Life Insurance, Benefits Administration, COBRA, 401k, Analytics, Underwriting, ERISA, Retirement, Accident, Executive Pay, Reinsurance
Education
Boston University 1995 — 1997
MPH, Population Health
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Health Care
Jefferson Medical College of Thomas Jefferson University 1980 — 1984
MD
Emory University 1976 — 1980
BS, Biol / French
Michael Oskouian, CIC, CRM, LUTCF's Willis Experience July 2013 - Present
Job Vice President at Willis
Industry Insurance
Experience
Willis July 2013 - Present
Choice Insurance, LLC January 2008 - June 2013
MYBIA Corporation January 2000 - January 2008
American Mutual Financial Services March 1994 - January 2000
Skills
Seminar Speaker, Published Author, Risk Management, Insurance, Casualty, Property, Real Estate, Start-ups, Commercial Real Estate, Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, General Insurance, Liability, Workers Compensation, Brokers, Underwriting, Employment Practices..., Commercial Lines, Health Insurance, Umbrella Insurance, Inland Marine, Claims Management, Construction Insurance, Captives, Reinsurance, Disability Insurance, Excess, D&O, Agents, Life Insurance, Directors & Officers..., Claim, Public Speaking, Universal Life, Term Life Insurance, Fixed Annuities, Homeowners, Health Savings Accounts, Insurance Brokerage, Long-term Care, Workers' Compensation..., Employee Benefits, Financial Planners, Casualty Insurance
Education
Bryn Mawr College 1996 — 2000
Certificate, Risk Management
University of Washington 1989 — 1993
Bachelor of Arts (BA), Business Administration, Management and Operations
Willis July 2013 - Present
Choice Insurance, LLC January 2008 - June 2013
MYBIA Corporation January 2000 - January 2008
American Mutual Financial Services March 1994 - January 2000
Skills
Seminar Speaker, Published Author, Risk Management, Insurance, Casualty, Property, Real Estate, Start-ups, Commercial Real Estate, Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, General Insurance, Liability, Workers Compensation, Brokers, Underwriting, Employment Practices..., Commercial Lines, Health Insurance, Umbrella Insurance, Inland Marine, Claims Management, Construction Insurance, Captives, Reinsurance, Disability Insurance, Excess, D&O, Agents, Life Insurance, Directors & Officers..., Claim, Public Speaking, Universal Life, Term Life Insurance, Fixed Annuities, Homeowners, Health Savings Accounts, Insurance Brokerage, Long-term Care, Workers' Compensation..., Employee Benefits, Financial Planners, Casualty Insurance
Education
Bryn Mawr College 1996 — 2000
Certificate, Risk Management
University of Washington 1989 — 1993
Bachelor of Arts (BA), Business Administration, Management and Operations
Scott Thomason Scott Thomason's Willis Experience 1995 - 2007
Job National Director | Public Sector at Arthur J. Gallagher & Co. #InsuranceHacker, #ThoughtLeadership, #Innovator
Industry Insurance
Experience
Arthur J. Gallagher & Co. January 2012 - Present
Alliant Insurance Services January 2007 - January 2012
Willis 1995 - 2007
Skills
Risk, Charter Schools, CMOS, Innovative Problem..., Risk Financing, public entity pooling, Cost of risk analysis, Reinsurance, Workers Compensation, Professional Liability, Captives, Property & Casualty..., Financial Risk, Commercial Lines, Legal Liability, Brokers, General Insurance, D&O, Insurance, Commercial Insurance, Enterprise Risk..., Risk Management, Underwriting, Casualty Insurance
Education
California State University, Fresno 1992 — 1995
BS, Risk Management
Arthur J. Gallagher & Co. January 2012 - Present
Alliant Insurance Services January 2007 - January 2012
Willis 1995 - 2007
Skills
Risk, Charter Schools, CMOS, Innovative Problem..., Risk Financing, public entity pooling, Cost of risk analysis, Reinsurance, Workers Compensation, Professional Liability, Captives, Property & Casualty..., Financial Risk, Commercial Lines, Legal Liability, Brokers, General Insurance, D&O, Insurance, Commercial Insurance, Enterprise Risk..., Risk Management, Underwriting, Casualty Insurance
Education
California State University, Fresno 1992 — 1995
BS, Risk Management
Sandra Bravo's Willis Experience November 2004 - June 2013
Job
Industry
Experience
The Private Risk Management Association August 2015 - Present
The Private Risk Management Association January 2013 - August 2015
Willis November 2004 - June 2013
Marsh Private Client Services June 1984 - January 2003
Skills
Property & Casualty..., Commercial Insurance, Liability, General Insurance, Underwriting, Brokers, Insurance, Risk Management, Casualty Insurance, Workers Compensation
Education
Boston University
Boston University
The Private Risk Management Association August 2015 - Present
The Private Risk Management Association January 2013 - August 2015
Willis November 2004 - June 2013
Marsh Private Client Services June 1984 - January 2003
Skills
Property & Casualty..., Commercial Insurance, Liability, General Insurance, Underwriting, Brokers, Insurance, Risk Management, Casualty Insurance, Workers Compensation
Education
Boston University
Boston University
Scott Randall Scott Randall's Willis Experience January 2014 - Present
Job Broker at Willis
Industry Retail
Experience
Willis January 2014 - Present
Willis July 2012 - January 2014
Multiview May 2012 - July 2012
College Board SAT/ACT Testing Center March 2011 - December 2011
AVID, R. L. Turner High School and Dallas Independent School District August 2010 - May 2011
Skills
Team Building, Customer Service, Microsoft Excel, Sales, PowerPoint, Retail, Public Speaking, Negotiation, New Business Development, Risk Management, Analysis, Leadership, Accounting, Insurance, Access, Microsoft Word, Financial Analysis, Commercial Insurance, Microsoft Office, Property & Casualty...
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Bachelor of Business Administration, Finance
Brookhaven Community College 2008 — 2010
None, Business Finance and Economics
Willis January 2014 - Present
Willis July 2012 - January 2014
Multiview May 2012 - July 2012
College Board SAT/ACT Testing Center March 2011 - December 2011
AVID, R. L. Turner High School and Dallas Independent School District August 2010 - May 2011
Skills
Team Building, Customer Service, Microsoft Excel, Sales, PowerPoint, Retail, Public Speaking, Negotiation, New Business Development, Risk Management, Analysis, Leadership, Accounting, Insurance, Access, Microsoft Word, Financial Analysis, Commercial Insurance, Microsoft Office, Property & Casualty...
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Bachelor of Business Administration, Finance
Brookhaven Community College 2008 — 2010
None, Business Finance and Economics
Stacey Ewing's Willis Experience May 1999 - August 2011
Job Account Executive at Ajulia Executive Search
Industry Staffing and Recruiting
Experience
Ajulia Executive Search July 2015 - Present
Aflac March 2014 - Present
New York Life Insurance Company January 2012 - January 2013
Willis May 1999 - August 2011
New York Freight Forwarding/Income America September 1998 - March 1999
Triboro Inc. June 1997 - February 1998
Kemper April 1990 - December 1996
New Jersey Life Insurance Co. June 1987 - January 1990
Skills
Customer Service, Account Management, Sales, Management, New Business Development, Marketing, Leadership, Recruiting, Business Development, Sales Management, Social Media, Training, Insurance, Commercial Insurance, Health Insurance, Property & Casualty..., Life Insurance, General Insurance, Financial Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Sales Presentations, Sales Operations, G/L Reconciliations, G/L Analysis, General Ledger, Bank Reconciliation, Cash Receipts, SAP, GAAP, Employee Benefits, Accounting, Finance, Interviews, Forecasting, Budgets, Negotiation, Cold Calling, Team Building, Journal Entries, Customer Satisfaction, Analysis, Small Business, Underwriting, Workers Compensation, Financial Services, Marketing Strategy, Benefits Administration, Financial Planning
Education
Caldwell University 1983 — 1987
Psychology
North Andover High 1980 — 1983
Diploma, Collage Courses, 3.2
Ajulia Executive Search July 2015 - Present
Aflac March 2014 - Present
New York Life Insurance Company January 2012 - January 2013
Willis May 1999 - August 2011
New York Freight Forwarding/Income America September 1998 - March 1999
Triboro Inc. June 1997 - February 1998
Kemper April 1990 - December 1996
New Jersey Life Insurance Co. June 1987 - January 1990
Skills
Customer Service, Account Management, Sales, Management, New Business Development, Marketing, Leadership, Recruiting, Business Development, Sales Management, Social Media, Training, Insurance, Commercial Insurance, Health Insurance, Property & Casualty..., Life Insurance, General Insurance, Financial Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Sales Presentations, Sales Operations, G/L Reconciliations, G/L Analysis, General Ledger, Bank Reconciliation, Cash Receipts, SAP, GAAP, Employee Benefits, Accounting, Finance, Interviews, Forecasting, Budgets, Negotiation, Cold Calling, Team Building, Journal Entries, Customer Satisfaction, Analysis, Small Business, Underwriting, Workers Compensation, Financial Services, Marketing Strategy, Benefits Administration, Financial Planning
Education
Caldwell University 1983 — 1987
Psychology
North Andover High 1980 — 1983
Diploma, Collage Courses, 3.2
Marnie Everline's Willis Experience June 2008 - December 2009
Job Risk Management Advisor at Frenkel & Company
Industry Financial Services
Experience
Frenkel & Company June 2015 - Present
Alliant Insurance Services February 2011 - June 2015
Hub International December 2009 - January 2011
Willis June 2008 - December 2009
Liberty Mutual Group August 2003 - June 2008
Skills
High Net Worth Insurance, Family Office, Fine Art, Risk Management, Wealth, Homeowners Insurance, Directors & Officers..., High Net Worth..., Museums, Homeowners, Strategy, Professional Liability, Insurance, Casualty Insurance, Property & Casualty..., Claim, General Insurance
Education
Boston University 1999 — 2003
BS, Communication and Media Studies
Frenkel & Company June 2015 - Present
Alliant Insurance Services February 2011 - June 2015
Hub International December 2009 - January 2011
Willis June 2008 - December 2009
Liberty Mutual Group August 2003 - June 2008
Skills
High Net Worth Insurance, Family Office, Fine Art, Risk Management, Wealth, Homeowners Insurance, Directors & Officers..., High Net Worth..., Museums, Homeowners, Strategy, Professional Liability, Insurance, Casualty Insurance, Property & Casualty..., Claim, General Insurance
Education
Boston University 1999 — 2003
BS, Communication and Media Studies
Dan Curran Dan Curran's Willis Experience October 2014 - Present
Job Senior Vice President, Underwriting Officer Willis Programs
Industry Insurance
Experience
Willis October 2014 - Present
Willis October 2013 - October 2014
Willis April 2013 - October 2013
Willis April 2012 - April 2013
SeaBright Insurance Company May 2010 - April 2012
SeaBright Insurance Company March 2008 - June 2010
Liberty Mutual Insurance 2006 - 2008
Harleysville Insurance 2004 - 2006
LDG RE 2000 - 2004
Skills
Underwriting, Casualty, Claim, Property & Casualty..., Workers Compensation, Claims Management, Commercial Insurance, Health Insurance, Insurance, Umbrella Insurance, Actuarial Science, General Insurance, Commercial Lines, Legal Liability, Process Improvement, Excess, Brokers, Liability, Reinsurance, Professional Liability, Business Development, Claims Resolution, Subrogation, Insurance Brokerage, Financial Risk, Captives, Inland Marine, CPCU, Risk Management, Claim Investigation, D&O, Liability Analysis, Employment Practices..., Employee Benefits, Litigation Management, Management, Executive Management, Analysis
Education
Boston University - School of Management
Master of Business Administration (MBA), Concentration in Finance
Saint Anselm College 1999 — 2003
BA, Financial Economics
Willis October 2014 - Present
Willis October 2013 - October 2014
Willis April 2013 - October 2013
Willis April 2012 - April 2013
SeaBright Insurance Company May 2010 - April 2012
SeaBright Insurance Company March 2008 - June 2010
Liberty Mutual Insurance 2006 - 2008
Harleysville Insurance 2004 - 2006
LDG RE 2000 - 2004
Skills
Underwriting, Casualty, Claim, Property & Casualty..., Workers Compensation, Claims Management, Commercial Insurance, Health Insurance, Insurance, Umbrella Insurance, Actuarial Science, General Insurance, Commercial Lines, Legal Liability, Process Improvement, Excess, Brokers, Liability, Reinsurance, Professional Liability, Business Development, Claims Resolution, Subrogation, Insurance Brokerage, Financial Risk, Captives, Inland Marine, CPCU, Risk Management, Claim Investigation, D&O, Liability Analysis, Employment Practices..., Employee Benefits, Litigation Management, Management, Executive Management, Analysis
Education
Boston University - School of Management
Master of Business Administration (MBA), Concentration in Finance
Saint Anselm College 1999 — 2003
BA, Financial Economics
Brian Muldoon Brian Muldoon's Willis Experience June 2010 - March 2015
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2015 - Present
Willis June 2010 - March 2015
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Insurance, Employee Benefits, Workers Compensation, Underwriting, Brokers, Managed Care, Account Management
Education
Bowling Green State University
Bachelor of Science, Business
Case Western Reserve University - Weatherhead School of Management
Masters of Business Administration
USI Insurance Services April 2015 - Present
Willis June 2010 - March 2015
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Insurance, Employee Benefits, Workers Compensation, Underwriting, Brokers, Managed Care, Account Management
Education
Bowling Green State University
Bachelor of Science, Business
Case Western Reserve University - Weatherhead School of Management
Masters of Business Administration
Lisa Torney Morrill Lisa Torney Morrill's Willis Experience April 2013 - Present
Job Client Manager at Willis
Industry Insurance
Experience
Willis April 2013 - Present
Health & Welfare Benefits/Human Resources October 2012 - April 2013
Craford Benefit Consultants October 2008 - May 2012
Craford Benefit Consultants September 2005 - October 2008
T.Y. Lin International January 2004 - September 2005
T.Y. Lin International January 1999 - January 2004
T.Y. Lin International December 1996 - January 1999
Kona Kai Farms February 1996 - November 1996
Skills
HRIS, Employee Benefits, Benefits Administration, Employee Relations, Deferred Compensation, Change Management, Human Resources, Incentive Programs, Strategic Planning, Recruiting, Organizational..., HR Consulting, Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Insurance, Customer Service, Process Improvement, COBRA
Education
California State University-Chico 1986 — 1990
Bachelor of Arts (BA), Social Psychology
Willis April 2013 - Present
Health & Welfare Benefits/Human Resources October 2012 - April 2013
Craford Benefit Consultants October 2008 - May 2012
Craford Benefit Consultants September 2005 - October 2008
T.Y. Lin International January 2004 - September 2005
T.Y. Lin International January 1999 - January 2004
T.Y. Lin International December 1996 - January 1999
Kona Kai Farms February 1996 - November 1996
Skills
HRIS, Employee Benefits, Benefits Administration, Employee Relations, Deferred Compensation, Change Management, Human Resources, Incentive Programs, Strategic Planning, Recruiting, Organizational..., HR Consulting, Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Insurance, Customer Service, Process Improvement, COBRA
Education
California State University-Chico 1986 — 1990
Bachelor of Arts (BA), Social Psychology
Cristina Andre's Willis Experience April 2009 - April 2011
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte July 2014 - Present
Deloitte June 2013 - August 2013
Deloitte July 2012 - August 2012
HarperCollins Publishers May 2011 - May 2012
Willis April 2009 - April 2011
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University 2004 — 2008
Bachelor of Science, Business Administration
Deloitte July 2014 - Present
Deloitte June 2013 - August 2013
Deloitte July 2012 - August 2012
HarperCollins Publishers May 2011 - May 2012
Willis April 2009 - April 2011
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University 2004 — 2008
Bachelor of Science, Business Administration
Jennifer Adams, CIC Jennifer Adams, CIC's Willis Experience April 2008 - Present
Job Account Executive, Assistant Vice President
Industry Insurance
Experience
Willis April 2008 - Present
Marsh USA April 2003 - April 2008
Skills
Risk Management, Insurance, Commercial Insurance, Management, Property & Casualty..., Professional Liability, Customer Service, Program Management, Brokers, Employee Benefits, Marketing
Education
Birmingham-Southern College 1995 — 1999
BS, Psychology
St. Paul's 1990 — 1996
Willis April 2008 - Present
Marsh USA April 2003 - April 2008
Skills
Risk Management, Insurance, Commercial Insurance, Management, Property & Casualty..., Professional Liability, Customer Service, Program Management, Brokers, Employee Benefits, Marketing
Education
Birmingham-Southern College 1995 — 1999
BS, Psychology
St. Paul's 1990 — 1996
Richard Stephens Richard Stephens's Willis Experience May 2003 - May 2008
Job Vice President. Producer Business Development at CIGNA
Industry Insurance
Experience
CIGNA May 2008 - Present
Willis May 2003 - May 2008
Marsh May 1994 - May 2003
Skills
Health Insurance, Benefits Administration, Employee Benefits, Underwriting, Brokers, Business Development, Insurance, Workers Compensation, Managed Care, Disability Insurance, Life Insurance, Medicare, Reinsurance, Claim, Strategic Planning
Education
Bryant University 1982 — 1986
BS, Information Systems, Accounting
CIGNA May 2008 - Present
Willis May 2003 - May 2008
Marsh May 1994 - May 2003
Skills
Health Insurance, Benefits Administration, Employee Benefits, Underwriting, Brokers, Business Development, Insurance, Workers Compensation, Managed Care, Disability Insurance, Life Insurance, Medicare, Reinsurance, Claim, Strategic Planning
Education
Bryant University 1982 — 1986
BS, Information Systems, Accounting
Aysu Otova's Willis Experience September 2014 - Present
Job Assistant Client Services Specialist at Willis
Industry Marketing and Advertising
Experience
Willis September 2014 - Present
MNI Indicators Deutsche Börse Group October 2013 - December 2013
Asaman June 2013 - August 2013
Triangle Credit Union June 2009 - August 2009
Granite State Credit Union September 2008 - December 2008
Skills
Turkish, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Leadership, Organization, Problem Solving, Internet, iPhone, Twitter, Time Management, Teamwork, Event Planning
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, International Management
Alvirne High School 2006 — 2010
Willis September 2014 - Present
MNI Indicators Deutsche Börse Group October 2013 - December 2013
Asaman June 2013 - August 2013
Triangle Credit Union June 2009 - August 2009
Granite State Credit Union September 2008 - December 2008
Skills
Turkish, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Leadership, Organization, Problem Solving, Internet, iPhone, Twitter, Time Management, Teamwork, Event Planning
Education
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, International Management
Alvirne High School 2006 — 2010
Scout Turner Scout Turner's Willis Experience May 2015 - Present
Job Talent Acquisition Intern at Willis
Industry Human Resources
Experience
Willis May 2015 - Present
Birmingham-Southern College August 2013 - Present
Ingram Content Group May 2014 - August 2014
CTS, Inc. March 2013 - May 2014
The Bell Buckle Pottery Place October 2009 - January 2012
Skills
Marketing, Public Relations, Public Speaking, Human Resources, Microsoft Word, Facebook, Time Management, Social Media Marketing, Research, Retail, Teamwork, Data Entry, Social Media, Microsoft Office, Customer Service, Business Development, Outlook, Retail Sales, Microsoft Excel
Education
Birmingham-Southern College 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, and Political Science
The Webb School 2008 — 2012
High School
Willis May 2015 - Present
Birmingham-Southern College August 2013 - Present
Ingram Content Group May 2014 - August 2014
CTS, Inc. March 2013 - May 2014
The Bell Buckle Pottery Place October 2009 - January 2012
Skills
Marketing, Public Relations, Public Speaking, Human Resources, Microsoft Word, Facebook, Time Management, Social Media Marketing, Research, Retail, Teamwork, Data Entry, Social Media, Microsoft Office, Customer Service, Business Development, Outlook, Retail Sales, Microsoft Excel
Education
Birmingham-Southern College 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, and Political Science
The Webb School 2008 — 2012
High School
Bobbie Peer Bobbie Peer's Willis Experience April 1991 - December 1997
Job CEO and Publisher and Franchise Owner of TAP into Berkeley Heights
Industry Nonprofit Organization Management
Experience
TAP into Berkeley Heights LLC August 2013 - Present
The Alternative Press May 2013 - Present
American Red Cross September 2009 - Present
Willis April 1991 - December 1997
Industrial Risk Insurers June 1984 - April 1991
Skills
Event Planning and..., Fundraising, Program Management, Training, Management, Marketing, Public Speaking, Event Planning, Teaching, Staff Development, Volunteering, Leadership Development, Strategic Planning, PowerPoint, Public Relations, Organizational..., Coaching, Sales
Education
Bryant University 1984 — 1988
Bachelor's degree, Accounting and Business/Management
East Granby High School 1981 — 1984
TAP into Berkeley Heights LLC August 2013 - Present
The Alternative Press May 2013 - Present
American Red Cross September 2009 - Present
Willis April 1991 - December 1997
Industrial Risk Insurers June 1984 - April 1991
Skills
Event Planning and..., Fundraising, Program Management, Training, Management, Marketing, Public Speaking, Event Planning, Teaching, Staff Development, Volunteering, Leadership Development, Strategic Planning, PowerPoint, Public Relations, Organizational..., Coaching, Sales
Education
Bryant University 1984 — 1988
Bachelor's degree, Accounting and Business/Management
East Granby High School 1981 — 1984
Megan Sowa Megan Sowa's Willis Experience May 2015 - Present
Job Senior Health Outcomes Consultant
Industry Insurance
Experience
Willis May 2015 - Present
Willis August 2010 - April 2015
Best Doctors July 2008 - February 2010
Boston Medical Center 2009 - 2010
National Business Group on Health May 2006 - June 2008
Skills
Negotiation, Project Management, Benefits Administration, Strategic Planning, Data Analysis, Health Insurance, Healthcare, Analytics, Managed Care, Insurance, Employee Benefits, Customer Service, Microsoft Excel, Account Management, Process Improvement
Education
Boston University 2008 — 2010
MPH, Social & Behavioral Sciences
Penn State University 2001 — 2005
BS, Marketing
Willis May 2015 - Present
Willis August 2010 - April 2015
Best Doctors July 2008 - February 2010
Boston Medical Center 2009 - 2010
National Business Group on Health May 2006 - June 2008
Skills
Negotiation, Project Management, Benefits Administration, Strategic Planning, Data Analysis, Health Insurance, Healthcare, Analytics, Managed Care, Insurance, Employee Benefits, Customer Service, Microsoft Excel, Account Management, Process Improvement
Education
Boston University 2008 — 2010
MPH, Social & Behavioral Sciences
Penn State University 2001 — 2005
BS, Marketing
Kelby Isbell Kelby Isbell's Willis Experience June 2015 - August 2015
Job Database Intern at Cookeville Regional Medical Center
Industry Information Technology and Services
Experience
The Golf Club of Tennessee June 2013 - Present
Willis June 2015 - August 2015
Elite Martial Arts 2009 - 2011
Skills
Research, Teamwork, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Training, Teaching, Social Networking, Higher Education, Editing, C#, Database Development, SQL, Programming, Problem Solving, Visual Studio, Planview, Microsoft Project
Education
Tennessee Technological University 2013 — 2015
Management Information Systems, General
Bryan College 2011 — 2013
Management Information Systems, General
Harpeth High School 2007 — 2011
The Golf Club of Tennessee June 2013 - Present
Willis June 2015 - August 2015
Elite Martial Arts 2009 - 2011
Skills
Research, Teamwork, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Training, Teaching, Social Networking, Higher Education, Editing, C#, Database Development, SQL, Programming, Problem Solving, Visual Studio, Planview, Microsoft Project
Education
Tennessee Technological University 2013 — 2015
Management Information Systems, General
Bryan College 2011 — 2013
Management Information Systems, General
Harpeth High School 2007 — 2011
Christopher Loucks Christopher Loucks's Willis Experience January 2014 - Present
Job Vice President at Willis l Delivering Unique Insurance Brokering, Risk Consulting & Alternative Risk Financing Solutions
Industry Insurance
Experience
Willis January 2014 - Present
Marsh October 2012 - January 2014
Marsh September 2011 - October 2012
The Albert Rees Davis Insurance Company January 2007 - September 2011
The Albert Rees Davis Insurance Co. June 2007 - June 2008
EDP Consultants January 2005 - January 2006
Skills
Property & Casualty..., New Business Development, Negotiation, Decision Making, Claims Management, Coverage Analysis, Product Placement, Risk Mitigation, Blueprint Reading, Geotechnical Engineering, Employee Benefits, Annuities, Group Health, Insurance, Business Development, Management, Sales, Marketing, Time Management, Networking, Cold Calling, Workers Compensation, Commercial Insurance, Financial Risk, Brokers, Claim, Professional Liability, Liability, Casualty, Risk Assessment, Legal Liability, General Insurance, Enterprise Risk..., Life Insurance, Mergers, Reinsurance, D&O, Risk Management, Employment Practices..., Captives, CRM, Risk Financing, Insurance Brokerage, Leadership, Commercial Lines, Training, Account Management, Analysis, Casualty Insurance, Mergers & Acquisitions
Education
Cleveland State University
Bachelor of Arts & Sciences/ MBA Curriculum, Sociology/ Marketing & Graduate Course work
Bowling Green State University
Bachelor of Arts (B.A.), Sociology/ Marketing
Lakeland Community College
Bachelor of Arts (B.A.), College Core Coursework
Riverside High School
High School Diploma, College Preparatory Curriculum
Willis January 2014 - Present
Marsh October 2012 - January 2014
Marsh September 2011 - October 2012
The Albert Rees Davis Insurance Company January 2007 - September 2011
The Albert Rees Davis Insurance Co. June 2007 - June 2008
EDP Consultants January 2005 - January 2006
Skills
Property & Casualty..., New Business Development, Negotiation, Decision Making, Claims Management, Coverage Analysis, Product Placement, Risk Mitigation, Blueprint Reading, Geotechnical Engineering, Employee Benefits, Annuities, Group Health, Insurance, Business Development, Management, Sales, Marketing, Time Management, Networking, Cold Calling, Workers Compensation, Commercial Insurance, Financial Risk, Brokers, Claim, Professional Liability, Liability, Casualty, Risk Assessment, Legal Liability, General Insurance, Enterprise Risk..., Life Insurance, Mergers, Reinsurance, D&O, Risk Management, Employment Practices..., Captives, CRM, Risk Financing, Insurance Brokerage, Leadership, Commercial Lines, Training, Account Management, Analysis, Casualty Insurance, Mergers & Acquisitions
Education
Cleveland State University
Bachelor of Arts & Sciences/ MBA Curriculum, Sociology/ Marketing & Graduate Course work
Bowling Green State University
Bachelor of Arts (B.A.), Sociology/ Marketing
Lakeland Community College
Bachelor of Arts (B.A.), College Core Coursework
Riverside High School
High School Diploma, College Preparatory Curriculum
Joe Grady Joe Grady's Willis Experience January 2013 - Present
Job Facultative Reinsurance Analyst
Industry Insurance
Experience
Willis January 2013 - Present
Allianz July 2012 - December 2012
AIG June 2007 - November 2010
AJ Renner and Associates April 2006 - June 2007
Mesirow Financial November 2005 - February 2006
Travis Pedersen and Associates September 2003 - March 2005
General Star Management Co. August 2000 - October 2002
General Star Management Co. February 2000 - August 2000
General Star Management Co. May 1999 - February 2000
Skills
Microsoft Works, Excel, Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Legal Liability, Claims Management, Liability, Workers Compensation, Casualty, General Insurance, Claim, Risk Management, Commercial Lines, Access, Reinsurance, Health Insurance, Microsoft Office, Outlook, Data Entry, Litigation Management, Medical Malpractice, Excess, D&O, Employment Practices..., Property Damage, Umbrella Insurance, Product Liability, Microsoft Excel, Liability Analysis, Brokers
Education
Bradley University 1991 — 1996
BS, Psychology
Willis January 2013 - Present
Allianz July 2012 - December 2012
AIG June 2007 - November 2010
AJ Renner and Associates April 2006 - June 2007
Mesirow Financial November 2005 - February 2006
Travis Pedersen and Associates September 2003 - March 2005
General Star Management Co. August 2000 - October 2002
General Star Management Co. February 2000 - August 2000
General Star Management Co. May 1999 - February 2000
Skills
Microsoft Works, Excel, Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Legal Liability, Claims Management, Liability, Workers Compensation, Casualty, General Insurance, Claim, Risk Management, Commercial Lines, Access, Reinsurance, Health Insurance, Microsoft Office, Outlook, Data Entry, Litigation Management, Medical Malpractice, Excess, D&O, Employment Practices..., Property Damage, Umbrella Insurance, Product Liability, Microsoft Excel, Liability Analysis, Brokers
Education
Bradley University 1991 — 1996
BS, Psychology
Dennis Fiszer Dennis Fiszer's Willis Experience December 1994 - August 2010
Job First Vice President & Chief Compliance Officer at HUB International
Industry Insurance
Experience
Hub International August 2010 - Present
Willis December 1994 - August 2010
Skills
Employee Benefits, ERISA, COBRA, Health Care Reform, Health Savings Accounts, HIPAA, FMLA, Affordable Care Act, Wellness, PPACA, Consumer directed..., HSA, ACO, Essential health plan, Medicare Secondary Payer, MSP, ACA Reporting, Forms 1094/1095, Variable hour employment
Education
Boston University School of Law
Juris Doctor, Law
NHHS
UCLA
Bachelor of Arts, History
Hub International August 2010 - Present
Willis December 1994 - August 2010
Skills
Employee Benefits, ERISA, COBRA, Health Care Reform, Health Savings Accounts, HIPAA, FMLA, Affordable Care Act, Wellness, PPACA, Consumer directed..., HSA, ACO, Essential health plan, Medicare Secondary Payer, MSP, ACA Reporting, Forms 1094/1095, Variable hour employment
Education
Boston University School of Law
Juris Doctor, Law
NHHS
UCLA
Bachelor of Arts, History
Richard Magrann-Wells's Willis Experience February 2010 - Present
Job EVP at Willis / North America Practice CoLeader
Industry Insurance
Experience
Willis February 2010 - Present
Committee on Capital Markets Regulation February 2009 - May 2009
GL Property Development 2007 - 2009
Merrill Lynch 2004 - 2007
Wells Fargo 1999 - 2004
Citibank 1985 - 1999
Skills
Compliance, FX, Credit Risk, Debt Markets, Financial Regulation, Foreign Exchange, FX Options, Financial Services, Bond Markets, Financial Risk, Securities, Hedge Funds, Portfolio Management, Banking, Underwriting, AML, Capital Markets, Derivatives, Professional Liability, Insurance, Risk Management, Mergers & Acquisitions, Mutual Funds, Commercial Insurance, Asset Management, Investments, Operational Risk, Due Diligence, Alternative Investments
Education
Boston University School of Law 2009 — 2009
LLM - Banking and Financial Law, Compliance and Regulation of Financial Institutions
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Hastings College of the Law 1981 — 1984
JD, Law
University of Southern California 1977 — 1981
BA, Political Science / Intl Relations
Willis February 2010 - Present
Committee on Capital Markets Regulation February 2009 - May 2009
GL Property Development 2007 - 2009
Merrill Lynch 2004 - 2007
Wells Fargo 1999 - 2004
Citibank 1985 - 1999
Skills
Compliance, FX, Credit Risk, Debt Markets, Financial Regulation, Foreign Exchange, FX Options, Financial Services, Bond Markets, Financial Risk, Securities, Hedge Funds, Portfolio Management, Banking, Underwriting, AML, Capital Markets, Derivatives, Professional Liability, Insurance, Risk Management, Mergers & Acquisitions, Mutual Funds, Commercial Insurance, Asset Management, Investments, Operational Risk, Due Diligence, Alternative Investments
Education
Boston University School of Law 2009 — 2009
LLM - Banking and Financial Law, Compliance and Regulation of Financial Institutions
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
University of California, Hastings College of the Law 1981 — 1984
JD, Law
University of Southern California 1977 — 1981
BA, Political Science / Intl Relations
Lindsay Bogenschuetz Lindsay Bogenschuetz's Willis Experience 2006 - Present
Job Assistant Vice President, Strategic Business Relations
Industry Insurance
Experience
Willis 2006 - Present
Skills
Property & Casualty..., Insurance
Education
Bowdoin College
Bachelor of Arts, Sociology, Education
Willis 2006 - Present
Skills
Property & Casualty..., Insurance
Education
Bowdoin College
Bachelor of Arts, Sociology, Education
Leslie Poole's Willis Experience 1996 - 1997
Job Realtor at Keller Williams Peace River Partners Realty
Industry Real Estate
Experience
Keller Williams Peace River Partners Realty August 2010 - Present
Century 21 Aztec & Associates June 2009 - September 2010
USI of Massachusetts December 2004 - October 2008
Arthur J. Gallagher 1998 - 2004
Carlin Insurance 1993 - 1998
Willis 1996 - 1997
Skills
Contract Negotiation, Problem Solving, Statistics, Short Sales, REO, Foreclosures, Investment Properties, Realty, Condos, Residential Homes, Sellers, SFR, Real Property, Single Family Homes, Referrals, Real Estate, ABR, Real Estate Transactions, Sales, First Time Home Buyers, Selling, Relocation, Rentals, Luxury, New Home Sales, Listings, Buyer Representation, Property Management, Vacation Homes, Investments, New Homes, Seniors, Waterfront, Senior Real Estate, Property, 1031 Exchanges, Listing Homes, Investors, Move Up Buyers, e-PRO, Relocation Buyers, Home Staging, Seller Representation, Townhomes, FHA, Buyers, Resellers, Brokerage, Commercial Real Estate, Income Properties
Education
Bridgewater State College 1984 — 1988
BS, Management/ arketing
High School 1980 — 1984
Keller Williams Peace River Partners Realty August 2010 - Present
Century 21 Aztec & Associates June 2009 - September 2010
USI of Massachusetts December 2004 - October 2008
Arthur J. Gallagher 1998 - 2004
Carlin Insurance 1993 - 1998
Willis 1996 - 1997
Skills
Contract Negotiation, Problem Solving, Statistics, Short Sales, REO, Foreclosures, Investment Properties, Realty, Condos, Residential Homes, Sellers, SFR, Real Property, Single Family Homes, Referrals, Real Estate, ABR, Real Estate Transactions, Sales, First Time Home Buyers, Selling, Relocation, Rentals, Luxury, New Home Sales, Listings, Buyer Representation, Property Management, Vacation Homes, Investments, New Homes, Seniors, Waterfront, Senior Real Estate, Property, 1031 Exchanges, Listing Homes, Investors, Move Up Buyers, e-PRO, Relocation Buyers, Home Staging, Seller Representation, Townhomes, FHA, Buyers, Resellers, Brokerage, Commercial Real Estate, Income Properties
Education
Bridgewater State College 1984 — 1988
BS, Management/ arketing
High School 1980 — 1984
Paul Cicerchia Paul Cicerchia's Willis Experience May 2015 - Present
Job NY Metro Real Estate & Hospitality Leader at Willis
Industry Insurance
Experience
Willis May 2015 - Present
Marsh & McLennan Companies, Inc. February 2013 - May 2015
Starwood Capital Group October 2009 - February 2013
Marsh & McLennan Companies August 2007 - October 2009
Churchill & Banks Companies, LLC September 2001 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA
Union College 1997 — 2001
Suffield Academy 1996 — 1997
Barrington 1992 — 1996
Willis May 2015 - Present
Marsh & McLennan Companies, Inc. February 2013 - May 2015
Starwood Capital Group October 2009 - February 2013
Marsh & McLennan Companies August 2007 - October 2009
Churchill & Banks Companies, LLC September 2001 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA
Union College 1997 — 2001
Suffield Academy 1996 — 1997
Barrington 1992 — 1996
Nolan Sundrud Nolan Sundrud's Willis Experience September 2012 - March 2014
Job Director at ROI Communication
Industry Management Consulting
Experience
ROI Communication March 2014 - Present
University of Denver August 2011 - Present
Willis September 2012 - March 2014
Sun Marcom August 2011 - March 2014
MWH April 2010 - August 2011
Cole Diagnostics February 2006 - March 2010
Hewlett-Packard October 2002 - December 2006
Hewlett-Packard July 2000 - October 2002
Hewlett-Packard April 1999 - July 2000
Hewlett-Packard March 1996 - April 1999
Skills
Strategic..., Public Relations, Advertising, Strategic Communications, Spokesperson, Speech Writing, Press Releases, Writing, Website Development, Strategic Counsel, Executive Communications, Corporate Communications, Analyst Relations, Internal Communications, Message Development, Marketing Communications, Crisis Communications, Newsletters, Social Media, Media Relations, Communications Strategy, Crisis Management, Ghostwriting, Trade Shows, Communication Training, Marketing, Editing
Education
Colorado State University 1998 — 2000
MBA, Marketing
Brigham Young University 1985 — 1993
BA, Communications
ROI Communication March 2014 - Present
University of Denver August 2011 - Present
Willis September 2012 - March 2014
Sun Marcom August 2011 - March 2014
MWH April 2010 - August 2011
Cole Diagnostics February 2006 - March 2010
Hewlett-Packard October 2002 - December 2006
Hewlett-Packard July 2000 - October 2002
Hewlett-Packard April 1999 - July 2000
Hewlett-Packard March 1996 - April 1999
Skills
Strategic..., Public Relations, Advertising, Strategic Communications, Spokesperson, Speech Writing, Press Releases, Writing, Website Development, Strategic Counsel, Executive Communications, Corporate Communications, Analyst Relations, Internal Communications, Message Development, Marketing Communications, Crisis Communications, Newsletters, Social Media, Media Relations, Communications Strategy, Crisis Management, Ghostwriting, Trade Shows, Communication Training, Marketing, Editing
Education
Colorado State University 1998 — 2000
MBA, Marketing
Brigham Young University 1985 — 1993
BA, Communications
Muneeb Ghani's Willis Experience 2006 - 2007
Job Senior Manager FSO at EY
Industry Management Consulting
Experience
EY February 2015 - Present
WeiserMazars LLP February 2011 - February 2015
SMART Business Advisory and Consulting 2007 - 2011
Willis 2006 - 2007
Accenture 1997 - 2006
Habib American Bank 1994 - 1996
Skills
Insurance, Planning, General Ledger, Reinsurance, Management Consulting, Business Analysis, Process Engineering, Process Improvement, Business Intelligence, Analysis, Business Strategy, Project Management, Budgets, Management, Accounting, Business Process..., Strategic Financial..., Data Analysis, Change Management, IT Strategy, Property, Financial Analysis, Program Management, Requirements Analysis, Project Portfolio..., Financial Reporting, Financial Services, SDLC, Strategic Planning, Business Transformation, Employee Benefits, Sarbanes-Oxley Act, Software Project..., Integration, PMO, Business Process Design, Banking, Business Process..., ERP, Business Planning, Project Planning, Finance, Consulting, Finance Transformation, SAP, Leadership, Business Process, Data Warehousing
Education
Boston University 2008 — 2009
MSCIS, Masters of Computer Science
Iowa State University 1990 — 1994
BBA, Finance
St Micheals 1989 — 1990
A Levels University of London, UK, A Levels
City School Karachi 1986 — 1987
O levels University of Cambridge, UK, O levels
EY February 2015 - Present
WeiserMazars LLP February 2011 - February 2015
SMART Business Advisory and Consulting 2007 - 2011
Willis 2006 - 2007
Accenture 1997 - 2006
Habib American Bank 1994 - 1996
Skills
Insurance, Planning, General Ledger, Reinsurance, Management Consulting, Business Analysis, Process Engineering, Process Improvement, Business Intelligence, Analysis, Business Strategy, Project Management, Budgets, Management, Accounting, Business Process..., Strategic Financial..., Data Analysis, Change Management, IT Strategy, Property, Financial Analysis, Program Management, Requirements Analysis, Project Portfolio..., Financial Reporting, Financial Services, SDLC, Strategic Planning, Business Transformation, Employee Benefits, Sarbanes-Oxley Act, Software Project..., Integration, PMO, Business Process Design, Banking, Business Process..., ERP, Business Planning, Project Planning, Finance, Consulting, Finance Transformation, SAP, Leadership, Business Process, Data Warehousing
Education
Boston University 2008 — 2009
MSCIS, Masters of Computer Science
Iowa State University 1990 — 1994
BBA, Finance
St Micheals 1989 — 1990
A Levels University of London, UK, A Levels
City School Karachi 1986 — 1987
O levels University of Cambridge, UK, O levels
Sherry Boyar's Willis Experience 1985 - December 1995
Job Senior Genetic Counselor at The Mount Sinai Hospital
Industry Hospital & Health Care
Experience
The Mount Sinai Hospital January 2014 - Present
Memorial Sloan-Kettering Cancer Center July 2005 - January 2014
Marsh 1998 - 2002
Johnson & Higgins December 1995 - 1998
Willis 1985 - December 1995
Skills
Healthcare, Medical, Health, Cancer, Prevention, Genetic Counseling, Property & Casualty..., Human Genetics, Health Education, Program Development, Medical Education, Bioethics, Molecular Genetics, Personalized Medicine, Genetic Testing, Medicine, Clinical Research, Research, Genetics, Molecular Biology, Life Sciences, Oncology, Hospitals
Education
Mount Sinai School of Medicine of New York University 2003 — 2005
M.S., Genetic Counseling
New York University 2001 — 2003
Post Bac, Pre-Health
Brandeis University 1975 — 1978
BA, Sociology
The Mount Sinai Hospital January 2014 - Present
Memorial Sloan-Kettering Cancer Center July 2005 - January 2014
Marsh 1998 - 2002
Johnson & Higgins December 1995 - 1998
Willis 1985 - December 1995
Skills
Healthcare, Medical, Health, Cancer, Prevention, Genetic Counseling, Property & Casualty..., Human Genetics, Health Education, Program Development, Medical Education, Bioethics, Molecular Genetics, Personalized Medicine, Genetic Testing, Medicine, Clinical Research, Research, Genetics, Molecular Biology, Life Sciences, Oncology, Hospitals
Education
Mount Sinai School of Medicine of New York University 2003 — 2005
M.S., Genetic Counseling
New York University 2001 — 2003
Post Bac, Pre-Health
Brandeis University 1975 — 1978
BA, Sociology
KERIN McGOVERN's Willis Experience September 1998 - September 2003
Job Senior Benefits Advisor at J. Smith Lanier & Co.
Industry Insurance
Experience
J. Smith Lanier & Co. June 2011 - Present
Assurant Employee Benefits April 2005 - January 2011
Marsh September 2003 - December 2004
Willis September 1998 - September 2003
MetLife / UHC - United HealthCare (Atlanta, GA) May 1994 - September 1998
METLIFE Insurance Co.(BOSTON, MA) April 1990 - April 1994
Dun & Bradstreet - Plan Services, Inc. January 1988 - March 1990
MetLife HealthCare Network of Massachusetts July 1986 - October 1987
Metropolitan Life Insurance Company (Chicago, IL) January 1985 - June 1986
Skills
Account Management, Underwriting, Employee Benefits, Sales, Insurance, Health Insurance, Disability Insurance, Strategic Planning, Customer Service, Health Savings Accounts, Life Insurance, Benefits Administration, Brokers, Term Life Insurance, Commercial Insurance, COBRA, Critical Illness, Open Enrollment, Claim, General Insurance, FMLA, Universal Life, Whole Life, 401k, Workers Compensation, Group Insurance, Human Resources, Long-term Care, Selling, Property & Casualty..., Dentistry, Medicare, Accident, Retirement, Long Term Care Insurance
Education
Boston College 1978 — 1982
Bachelor of Arts
Wellesley Senior High School 1974 — 1978
HS Diploma
J. Smith Lanier & Co. June 2011 - Present
Assurant Employee Benefits April 2005 - January 2011
Marsh September 2003 - December 2004
Willis September 1998 - September 2003
MetLife / UHC - United HealthCare (Atlanta, GA) May 1994 - September 1998
METLIFE Insurance Co.(BOSTON, MA) April 1990 - April 1994
Dun & Bradstreet - Plan Services, Inc. January 1988 - March 1990
MetLife HealthCare Network of Massachusetts July 1986 - October 1987
Metropolitan Life Insurance Company (Chicago, IL) January 1985 - June 1986
Skills
Account Management, Underwriting, Employee Benefits, Sales, Insurance, Health Insurance, Disability Insurance, Strategic Planning, Customer Service, Health Savings Accounts, Life Insurance, Benefits Administration, Brokers, Term Life Insurance, Commercial Insurance, COBRA, Critical Illness, Open Enrollment, Claim, General Insurance, FMLA, Universal Life, Whole Life, 401k, Workers Compensation, Group Insurance, Human Resources, Long-term Care, Selling, Property & Casualty..., Dentistry, Medicare, Accident, Retirement, Long Term Care Insurance
Education
Boston College 1978 — 1982
Bachelor of Arts
Wellesley Senior High School 1974 — 1978
HS Diploma
Patricia C. Diaz's Willis Experience March 2015 - Present
Job Head of Operations, Willis Group Global Wealth Solutions Miami
Industry Insurance
Experience
Willis March 2015 - Present
International Planning Group, Ltd. February 2004 - December 2014
Sapers & Wallack February 2001 - February 2004
Skills
Wealth Management, Life Insurance, Insurance, Wealth Management..., Strategic Financial..., Investments
Education
Harvard University 1999 — 2000
C.S.S., Marketing Management
Suffolk University 1995 — 1998
B.F.A.
Boston University 1992 — 1994
Colegio Internacional de Caracas
Willis March 2015 - Present
International Planning Group, Ltd. February 2004 - December 2014
Sapers & Wallack February 2001 - February 2004
Skills
Wealth Management, Life Insurance, Insurance, Wealth Management..., Strategic Financial..., Investments
Education
Harvard University 1999 — 2000
C.S.S., Marketing Management
Suffolk University 1995 — 1998
B.F.A.
Boston University 1992 — 1994
Colegio Internacional de Caracas
Allyson Dean-West's Willis Experience December 2007 - March 2009
Job Surety Client Manager at Ward & Moore Insurance Services LP
Industry Insurance
Experience
Ward & Moore Insurance Services LP September 2014 - Present
USI Insurance Services August 2010 - September 2014
Willis December 2007 - March 2009
Centex Homes April 2006 - August 2007
Wortham Insurance & Risk Management June 2005 - April 2006
Marsh February 1996 - May 2005
CNA Surety June 1978 - February 1996
Skills
Customer Service, Risk Management, Marketing, Surety, Underwriting, Surety Bonds, Financial Analysis, Account Management, Financial Risk
Education
Brookhaven Community College
Associate, Business, Accounting
Ward & Moore Insurance Services LP September 2014 - Present
USI Insurance Services August 2010 - September 2014
Willis December 2007 - March 2009
Centex Homes April 2006 - August 2007
Wortham Insurance & Risk Management June 2005 - April 2006
Marsh February 1996 - May 2005
CNA Surety June 1978 - February 1996
Skills
Customer Service, Risk Management, Marketing, Surety, Underwriting, Surety Bonds, Financial Analysis, Account Management, Financial Risk
Education
Brookhaven Community College
Associate, Business, Accounting
Annette Dancausse's Willis Experience July 2012 - April 2014
Job Senior Vice President at Marsh
Industry Insurance
Experience
Marsh April 2014 - Present
Willis July 2012 - April 2014
Willis North America January 2008 - July 2012
Zurich Insurance August 2004 - January 2008
Philips Arena 2001 - 2004
Atlanta Thrashers 1998 - 2002
Skills
Employment Practices..., D&O, Professional Liability, Underwriting, Brokers, Insurance, Excess, Claims Management, Liability Analysis, Risk Management
Education
Bowling Green State University 1996 — 1998
Master's Degree
Emory University - Goizueta Business School 1992 — 1996
Bachelor of Business Administration
Marsh April 2014 - Present
Willis July 2012 - April 2014
Willis North America January 2008 - July 2012
Zurich Insurance August 2004 - January 2008
Philips Arena 2001 - 2004
Atlanta Thrashers 1998 - 2002
Skills
Employment Practices..., D&O, Professional Liability, Underwriting, Brokers, Insurance, Excess, Claims Management, Liability Analysis, Risk Management
Education
Bowling Green State University 1996 — 1998
Master's Degree
Emory University - Goizueta Business School 1992 — 1996
Bachelor of Business Administration
Mary Coughlin's Willis Experience April 2010 - Present
Job Vice President Willis FINEX Practice
Industry Insurance
Experience
Willis April 2010 - Present
Travelers June 2005 - April 2010
Education
Boston University 2001 — 2005
Economics and Mathematics
Willis April 2010 - Present
Travelers June 2005 - April 2010
Education
Boston University 2001 — 2005
Economics and Mathematics
Douglas H. Marcheschi's Willis Experience April 2004 - April 2005
Job Vice President
Industry Insurance
Experience
The Daniel and Henry Company October 2012 - Present
Lamb, Little & Co. July 2005 - October 2012
Willis April 2004 - April 2005
Thilman & Filippini January 1994 - April 2004
CNA Insurance January 1990 - January 1994
Skills
Insurance, Property & Casualty..., Retirement Planning, Workers Compensation, Underwriting, Commercial Insurance, Professional Liability, General Insurance, Risk Assessment, Casualty, Liability, Risk Management, Brokers, Legal Liability, Employment Practices..., Claim, Commercial Lines, D&O, Casualty Insurance
Education
Butler University 1981 — 1985
BA, Economics
Hinsdale Central Highschool 1978 — 1981
The Daniel and Henry Company October 2012 - Present
Lamb, Little & Co. July 2005 - October 2012
Willis April 2004 - April 2005
Thilman & Filippini January 1994 - April 2004
CNA Insurance January 1990 - January 1994
Skills
Insurance, Property & Casualty..., Retirement Planning, Workers Compensation, Underwriting, Commercial Insurance, Professional Liability, General Insurance, Risk Assessment, Casualty, Liability, Risk Management, Brokers, Legal Liability, Employment Practices..., Claim, Commercial Lines, D&O, Casualty Insurance
Education
Butler University 1981 — 1985
BA, Economics
Hinsdale Central Highschool 1978 — 1981
James Blaney's Willis Experience
Job Executive Vice President at Willis
Industry Insurance
Experience
Willis
Skills
Insurance, Health Insurance, Brokers, Underwriting, Strategic Planning, Risk Management, Employee Benefits, Property & Casualty..., Strategy, Commercial Insurance
Education
Bloomsburg University of Pennsylvania 1986 — 1991
Willis
Skills
Insurance, Health Insurance, Brokers, Underwriting, Strategic Planning, Risk Management, Employee Benefits, Property & Casualty..., Strategy, Commercial Insurance
Education
Bloomsburg University of Pennsylvania 1986 — 1991
Jim Blaney's Willis Experience April 2009 - October 2011
Job President Willis Human Capital Practice
Industry Insurance
Experience
Willis North America October 2011 - Present
Willis April 2009 - October 2011
Willis North America 2002 - 2010
Skills
Sales Management, Sales Support, Sales Recruitment, Employee Benefits, Recruiting, Sales Operations, Insurance, Voluntary Employee..., Brokers, Human Capital, Performance Management, Health Insurance, Coaching, Health Savings Accounts, Property & Casualty..., Strategy, Business Strategy, Sales, Leadership, Benefits Administration, Professional Liability, Business Planning, Leadership Development, Life Insurance, Program Management, Disability Insurance, ERISA, Management, Team Building, Strategic Planning, COBRA, Employment Practices..., Health Care Reform, Self-funded, Insurance Brokerage, D&O
Education
Bloomsburg University of Pennsylvania 1986 — 1991
BA, Speech Communications
Willis North America October 2011 - Present
Willis April 2009 - October 2011
Willis North America 2002 - 2010
Skills
Sales Management, Sales Support, Sales Recruitment, Employee Benefits, Recruiting, Sales Operations, Insurance, Voluntary Employee..., Brokers, Human Capital, Performance Management, Health Insurance, Coaching, Health Savings Accounts, Property & Casualty..., Strategy, Business Strategy, Sales, Leadership, Benefits Administration, Professional Liability, Business Planning, Leadership Development, Life Insurance, Program Management, Disability Insurance, ERISA, Management, Team Building, Strategic Planning, COBRA, Employment Practices..., Health Care Reform, Self-funded, Insurance Brokerage, D&O
Education
Bloomsburg University of Pennsylvania 1986 — 1991
BA, Speech Communications
Joan Albert, CEBS's Willis Experience June 2015 - Present
Job Consultant at Willis
Industry Insurance
Experience
Willis June 2015 - Present
EBS Capstone July 2013 - June 2015
Towers Watson March 2012 - June 2013
EBS Capstone July 2009 - March 2012
The Segal Company July 2004 - June 2009
Skills
Retirement, Financial Analysis, Health Policy, Pensions, New Business Development, Defined Benefit, Health Care Reform, Underwriting, Data Analysis, Health Insurance, Healthcare, COBRA, Disability Insurance, Life Insurance, Benefits Administration, ERISA, Customer Service, Employee Benefits, Health Savings Accounts, Marketing, Insurance, Analytics, Managed Care, Talent Management, Employee Engagement, Microsoft Office, Performance Management
Education
Boston University 2013 — 2014
Master of Health Communication
Bucknell University 2000 — 2004
BA, Economics
Willis June 2015 - Present
EBS Capstone July 2013 - June 2015
Towers Watson March 2012 - June 2013
EBS Capstone July 2009 - March 2012
The Segal Company July 2004 - June 2009
Skills
Retirement, Financial Analysis, Health Policy, Pensions, New Business Development, Defined Benefit, Health Care Reform, Underwriting, Data Analysis, Health Insurance, Healthcare, COBRA, Disability Insurance, Life Insurance, Benefits Administration, ERISA, Customer Service, Employee Benefits, Health Savings Accounts, Marketing, Insurance, Analytics, Managed Care, Talent Management, Employee Engagement, Microsoft Office, Performance Management
Education
Boston University 2013 — 2014
Master of Health Communication
Bucknell University 2000 — 2004
BA, Economics
Jennie Lwanyaga's Willis Experience May 2014 - Present
Job Assistant Vice President, Human Capital Practice at Willis
Industry Insurance
Experience
Willis May 2014 - Present
DBR Group, Inc May 2008 - May 2014
Hewitt Associates 2002 - 2008
cigna 1996 - 2002
Education
University of Hartford 1996 — 1999
Master of Business Administration (M.B.A.), Marketing and Management
Bryant University 1992 — 1996
Bachelor's Degree, Marketing and Mangement
Willis May 2014 - Present
DBR Group, Inc May 2008 - May 2014
Hewitt Associates 2002 - 2008
cigna 1996 - 2002
Education
University of Hartford 1996 — 1999
Master of Business Administration (M.B.A.), Marketing and Management
Bryant University 1992 — 1996
Bachelor's Degree, Marketing and Mangement
Akemi Fukuda's Willis Experience May 2008 - Present
Job Client Data Analyst at Hilb Rogal & Hobbs
Industry Marketing and Advertising
Experience
Willis May 2008 - Present
DeVry University July 2006 - December 2007
SF Weekly August 2005 - July 2006
East Bay Express 2005 - 2006
Wallenberg High School November 2004 - June 2005
Education
Keller Graduate School of Management 2006 — 2008
MBA
New College of California 2003 — 2004
BA, Humanities
California College of the Arts 2001 — 2003
Graphic Design
California State University-Long Beach 1998 — 2000
Pre-Graphic Design
Lowell High School 1994 — 1998
Willis May 2008 - Present
DeVry University July 2006 - December 2007
SF Weekly August 2005 - July 2006
East Bay Express 2005 - 2006
Wallenberg High School November 2004 - June 2005
Education
Keller Graduate School of Management 2006 — 2008
MBA
New College of California 2003 — 2004
BA, Humanities
California College of the Arts 2001 — 2003
Graphic Design
California State University-Long Beach 1998 — 2000
Pre-Graphic Design
Lowell High School 1994 — 1998
Sharon Chup's Willis Experience March 2005 - March 2009
Job Director at The Hartford
Industry Insurance
Experience
The Hartford October 2013 - Present
Old Republic Construction Program GroupR March 2009 - October 2013
Willis March 2005 - March 2009
Zurich North America 1998 - 2000
Education
Bloomsburg University of Pennsylvania 1970 — 1974
The Hartford October 2013 - Present
Old Republic Construction Program GroupR March 2009 - October 2013
Willis March 2005 - March 2009
Zurich North America 1998 - 2000
Education
Bloomsburg University of Pennsylvania 1970 — 1974
Donnie DiCarlo's Willis Experience June 2005 - February 2009
Job Vice President at Marsh
Industry Financial Services
Experience
Marsh March 2009 - Present
Willis June 2005 - February 2009
Export-Import Bank of the United States June 2004 - August 2004
Export-Import Bank of the United States June 2003 - August 2003
Skills
Due Diligence, Underwriting, Insurance
Education
Boston College 2001 — 2005
BS, Finance / Political Science / Pre-Law
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Marsh March 2009 - Present
Willis June 2005 - February 2009
Export-Import Bank of the United States June 2004 - August 2004
Export-Import Bank of the United States June 2003 - August 2003
Skills
Due Diligence, Underwriting, Insurance
Education
Boston College 2001 — 2005
BS, Finance / Political Science / Pre-Law
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Art Bartlett's Willis Experience March 2011 - Present
Job Computer Operator at Willis
Industry Information Technology and Services
Experience
Willis March 2011 - Present
Emdeon Business Services March 2002 - December 2010
First Data Corporation July 1996 - January 2002
Comdata (Trendar Corporation) September 1995 - June 1997
Skills
SDLC, Unix, Software Development, Windows, Healthcare Information..., IT Service Management, Leadership, Business Analysis, Data Center, Microsoft SQL Server, Software Documentation
Education
Bryant & Stratton College 1993 — 1994
A.O.S. in Micro-Computer Systems Management, Computers
Willis March 2011 - Present
Emdeon Business Services March 2002 - December 2010
First Data Corporation July 1996 - January 2002
Comdata (Trendar Corporation) September 1995 - June 1997
Skills
SDLC, Unix, Software Development, Windows, Healthcare Information..., IT Service Management, Leadership, Business Analysis, Data Center, Microsoft SQL Server, Software Documentation
Education
Bryant & Stratton College 1993 — 1994
A.O.S. in Micro-Computer Systems Management, Computers
Stephen Wilhelm's Willis Experience September 2005 - October 2013
Job Licensed Sales Producer
Industry Insurance
Experience
Allstate Cross Keys Insurance Agency February 2015 - Present
Lyons Insurance Companies October 2013 - June 2014
Willis September 2005 - October 2013
Clair Odell Insurance Group January 2000 - September 2005
Skills
Brokers, Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Professional Liability, Reinsurance, Casualty, D&O, Legal Liability, Commercial Lines, Risk Management, Umbrella Insurance, Workers Compensation
Education
Bucks County Community College 1989 — 1991
Communications
LaSalle College High School 1984 — 1988
High School, Regular/General High School/Secondary Diploma Program
Allstate Cross Keys Insurance Agency February 2015 - Present
Lyons Insurance Companies October 2013 - June 2014
Willis September 2005 - October 2013
Clair Odell Insurance Group January 2000 - September 2005
Skills
Brokers, Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Professional Liability, Reinsurance, Casualty, D&O, Legal Liability, Commercial Lines, Risk Management, Umbrella Insurance, Workers Compensation
Education
Bucks County Community College 1989 — 1991
Communications
LaSalle College High School 1984 — 1988
High School, Regular/General High School/Secondary Diploma Program
Cory Barkman's Willis Experience 2011 - 2013
Job Sr. Benefits Communications Analyst at Southern California Edison (SCE)
Industry Human Resources
Experience
Southern California Edison (SCE) March 2014 - Present
Toshiba America Medical Systems January 2013 - March 2014
Willis 2011 - 2013
CB Richard Ellis 2009 - 2011
CRC Health Group 2004 - 2009
TerBest Risk Management & Insurance Services 2002 - 2004
Skills
Employee Benefits, Health Insurance, HR Communications, Vendor Management, Open Enrollment, Wellness Programs, HRIS, Executive Communications, InDesign, Benefits Administration, Human Resources, Internal Communications, Employee Wellness, Compliance, Management, Communication Training, Onboarding, Employee Engagement, Employee Relations, Deferred Compensation, New Hire Orientations, FMLA
Education
California State University-Dominguez Hills 2004 — 2008
B.A., Communications
Southern California Edison (SCE) March 2014 - Present
Toshiba America Medical Systems January 2013 - March 2014
Willis 2011 - 2013
CB Richard Ellis 2009 - 2011
CRC Health Group 2004 - 2009
TerBest Risk Management & Insurance Services 2002 - 2004
Skills
Employee Benefits, Health Insurance, HR Communications, Vendor Management, Open Enrollment, Wellness Programs, HRIS, Executive Communications, InDesign, Benefits Administration, Human Resources, Internal Communications, Employee Wellness, Compliance, Management, Communication Training, Onboarding, Employee Engagement, Employee Relations, Deferred Compensation, New Hire Orientations, FMLA
Education
California State University-Dominguez Hills 2004 — 2008
B.A., Communications
Miranda Garon's Willis Experience August 2010 - Present
Job Assistant Vice President
Industry Insurance
Experience
Willis August 2010 - Present
Aon January 2007 - July 2010
Guy Carpenter June 2005 - August 2005
Guy Carpenter May 2004 - July 2004
Skills
Property, Brokers, Reinsurance, Captives, Insurance, Property & Casualty..., Underwriting, Risk Management, Commercial Insurance, Casualty, Casualty Insurance, Financial Risk, General Insurance, Liability
Education
Boston University 2003 — 2007
BA, History
Willis August 2010 - Present
Aon January 2007 - July 2010
Guy Carpenter June 2005 - August 2005
Guy Carpenter May 2004 - July 2004
Skills
Property, Brokers, Reinsurance, Captives, Insurance, Property & Casualty..., Underwriting, Risk Management, Commercial Insurance, Casualty, Casualty Insurance, Financial Risk, General Insurance, Liability
Education
Boston University 2003 — 2007
BA, History
Margaret Thompson's Willis Experience 2005 - 2007
Job Manager at EXL
Industry Outsourcing/Offshoring
Experience
ExlService Assistant ManagerEXL Service2006 - Present
Willis 2005 - 2007
Education
Boston University 1997 — 2001
BA, Economics
ExlService Assistant ManagerEXL Service2006 - Present
Willis 2005 - 2007
Education
Boston University 1997 — 2001
BA, Economics
Greg Deutsch's Willis Experience October 1995 - November 2002
Job Executive Underwriter at Allianz Global Corporate & Specialty (AGCS)
Industry Insurance
Experience
Allianz Global Corporate & Specialty (AGCS) May 2013 - Present
Marsh November 2002 - March 2013
Marsh USA, Inc November 2002 - March 2013
Willis October 1995 - November 2002
Willis of New York, Inc October 1995 - November 2002
JPMorgan Chase October 1994 - October 1995
J.P. Morgan Securities, Inc October 1994 - October 1995
Morgan Stanley February 1993 - October 1994
Morgan Stanley & Company February 1993 - October 1994
Skills
Property & Casualty..., Insurance, Underwriting, Risk Management, Insurance Brokerage, Brokers, Commercial Insurance, Liability, Claims Management, Claim, Reinsurance, General Insurance, Casualty, Negotiation, Portfolio Management, New Business Development, Financial Risk, Contract Negotiation, Team Leadership, Professional Liability, Commercial Lines, Property, D&O, Employment Practices..., Excess, Property Management
Education
St. John's School of Risk Management 1996 — 1999
MBA, Financial Management of Risk
St. John's School of Risk Management (formerly the College of Insurance) 1996 — 1999
M.B.A, Financial Management of Risk
Boston University 1988 — 1992
BS, Journalism
Boston University, College of Communications 1988 — 1992
B.S, Journalism
Allianz Global Corporate & Specialty (AGCS) May 2013 - Present
Marsh November 2002 - March 2013
Marsh USA, Inc November 2002 - March 2013
Willis October 1995 - November 2002
Willis of New York, Inc October 1995 - November 2002
JPMorgan Chase October 1994 - October 1995
J.P. Morgan Securities, Inc October 1994 - October 1995
Morgan Stanley February 1993 - October 1994
Morgan Stanley & Company February 1993 - October 1994
Skills
Property & Casualty..., Insurance, Underwriting, Risk Management, Insurance Brokerage, Brokers, Commercial Insurance, Liability, Claims Management, Claim, Reinsurance, General Insurance, Casualty, Negotiation, Portfolio Management, New Business Development, Financial Risk, Contract Negotiation, Team Leadership, Professional Liability, Commercial Lines, Property, D&O, Employment Practices..., Excess, Property Management
Education
St. John's School of Risk Management 1996 — 1999
MBA, Financial Management of Risk
St. John's School of Risk Management (formerly the College of Insurance) 1996 — 1999
M.B.A, Financial Management of Risk
Boston University 1988 — 1992
BS, Journalism
Boston University, College of Communications 1988 — 1992
B.S, Journalism
Jeanne Rice's Willis Experience April 2004 - Present
Job Principal, Client Service
Industry Insurance
Experience
Willis April 2004 - Present
Skills
Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Underwriting, Brokers, Benefits Administration, Life Insurance, Account Management, Health Insurance, Employee Benefits..., ERISA, Consumer Driven Health...
Education
California State University-Fullerton 1969 — 1971
Business Administration and Management, General
Anaheim Union High School 1967 — 1969
Graduated General Studies, General Studies
Willis April 2004 - Present
Skills
Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Underwriting, Brokers, Benefits Administration, Life Insurance, Account Management, Health Insurance, Employee Benefits..., ERISA, Consumer Driven Health...
Education
California State University-Fullerton 1969 — 1971
Business Administration and Management, General
Anaheim Union High School 1967 — 1969
Graduated General Studies, General Studies
Laurel McClay's Willis Experience January 2000 - August 2000
Job Senior Account Executive at Burnham Benefits Insurance Services
Industry Human Resources
Experience
Burnham Benefits Insurance Services August 2013 - Present
Woodruff Sawyer & Co. September 2008 - July 2013
Wells Fargo Insurance Services (formerly ABD Insurance Services) May 2004 - September 2008
Marsh September 2000 - April 2004
Willis January 2000 - August 2000
Aon Consulting 1994 - 2000
William M. Mercer 1987 - 1994
Skills
Customer Service, Health Insurance, Account Management, Insurance, Management, Strategic Planning, Salesforce.com, Employee Benefits, Disability Insurance, Sales, Brokers, Managed Care, Underwriting, Legal Liability, Professional Liability, Sales Management, Health Savings Accounts, Life Insurance, Human Resources, Benefits Administration, Healthcare, Leadership
Education
California State University-East Bay 1974 — 1976
BA, Human Development
College of San Mateo 1972 — 1974
AA, Liberal Arts
Burnham Benefits Insurance Services August 2013 - Present
Woodruff Sawyer & Co. September 2008 - July 2013
Wells Fargo Insurance Services (formerly ABD Insurance Services) May 2004 - September 2008
Marsh September 2000 - April 2004
Willis January 2000 - August 2000
Aon Consulting 1994 - 2000
William M. Mercer 1987 - 1994
Skills
Customer Service, Health Insurance, Account Management, Insurance, Management, Strategic Planning, Salesforce.com, Employee Benefits, Disability Insurance, Sales, Brokers, Managed Care, Underwriting, Legal Liability, Professional Liability, Sales Management, Health Savings Accounts, Life Insurance, Human Resources, Benefits Administration, Healthcare, Leadership
Education
California State University-East Bay 1974 — 1976
BA, Human Development
College of San Mateo 1972 — 1974
AA, Liberal Arts
Joe Urquhart, CPCU, CRIS's Willis Experience July 1995 - April 2012
Job Commercial Insurance, Risk Management, and Bonding Consultant at Overmyer Hall Associates
Industry Insurance
Experience
Overmyer Hall Associates May 2012 - Present
Willis July 1995 - April 2012
Motorists Insurance Group July 1985 - June 1995
Skills
Property & Casualty..., Casualty, Surety Bonds, Employment Practices..., Professional Liability, Liability, Claim, Insurance, Workers Compensation, Umbrella Insurance, Brokers, Builders Risk, Pollution Liability, Contractors Equipment, Risk Management, Contractual Risk..., Construction Insurance, Casualty Insurance, Contract Negotiation, Team Building, Budgets, Strategic Planning
Education
Bowling Green State University 1980 — 1984
BA, marketing/Sales
Fostoria High School 1977 — 1980
Overmyer Hall Associates May 2012 - Present
Willis July 1995 - April 2012
Motorists Insurance Group July 1985 - June 1995
Skills
Property & Casualty..., Casualty, Surety Bonds, Employment Practices..., Professional Liability, Liability, Claim, Insurance, Workers Compensation, Umbrella Insurance, Brokers, Builders Risk, Pollution Liability, Contractors Equipment, Risk Management, Contractual Risk..., Construction Insurance, Casualty Insurance, Contract Negotiation, Team Building, Budgets, Strategic Planning
Education
Bowling Green State University 1980 — 1984
BA, marketing/Sales
Fostoria High School 1977 — 1980
Bill Kuhlman's Willis Experience 1986 - 1990
Job Executive Vice President at Insurance and Risk Management Services, Inc.
Industry Insurance
Experience
Insurance and Risk Management Services, Inc. November 1990 - Present
Willis 1986 - 1990
Skills
Umbrella Insurance, Legal Liability, Workers Compensation, Professional Liability, Property, Condos, Wholesale, Automobile, Banking, Retail, Hotels, Construction Insurance, Builders Risk, Crime Insurance
Education
Bowling Green State University 1982 — 1986
BS, Insurance
Van Wert High School 1979 — 1982
Insurance and Risk Management Services, Inc. November 1990 - Present
Willis 1986 - 1990
Skills
Umbrella Insurance, Legal Liability, Workers Compensation, Professional Liability, Property, Condos, Wholesale, Automobile, Banking, Retail, Hotels, Construction Insurance, Builders Risk, Crime Insurance
Education
Bowling Green State University 1982 — 1986
BS, Insurance
Van Wert High School 1979 — 1982
Brendan McGinty's Willis Experience May 2007 - August 2007
Job Senior Coordinator at Performance Media at Major League Baseball Advanced Media
Industry Marketing and Advertising
Experience
Performance Media at Major League Baseball Advanced Media September 2014 - Present
AKQA July 2014 - August 2014
AKQA October 2012 - June 2014
AKQA January 2011 - October 2012
Yahoo! November 2009 - November 2010
United Way of Westchester and Putnam County May 2009 - July 2009
Legal Aid Society May 2008 - August 2008
Willis May 2007 - August 2007
Skills
SEM, Analytics, Campaign Management, Account Management, Digital Strategy, Marketing, Digital Marketing, Online Advertising, Web Analytics, Advertising
Education
Boston College 2004 — 2008
BA, History
Performance Media at Major League Baseball Advanced Media September 2014 - Present
AKQA July 2014 - August 2014
AKQA October 2012 - June 2014
AKQA January 2011 - October 2012
Yahoo! November 2009 - November 2010
United Way of Westchester and Putnam County May 2009 - July 2009
Legal Aid Society May 2008 - August 2008
Willis May 2007 - August 2007
Skills
SEM, Analytics, Campaign Management, Account Management, Digital Strategy, Marketing, Digital Marketing, Online Advertising, Web Analytics, Advertising
Education
Boston College 2004 — 2008
BA, History
Nigel Clark's Willis Experience September 2010 - September 2011
Job Client Executive, BFL CANADA
Industry Insurance
Experience
BFL CANADA September 2011 - Present
Willis September 2010 - September 2011
Skills
Commercial Insurance, Legal Liability, Property & Casualty..., Brokers, General Insurance, Customer Service, Commercial Lines, Risk Management, Insurance, Umbrella Insurance
Education
British Columbia Institute of Technology
Capilano University
BBA
Insurance Brokers Association of Canada
Canadian Accredited Insurance Broker (CAIB) Designation
West Vancouver Secondary School
BFL CANADA September 2011 - Present
Willis September 2010 - September 2011
Skills
Commercial Insurance, Legal Liability, Property & Casualty..., Brokers, General Insurance, Customer Service, Commercial Lines, Risk Management, Insurance, Umbrella Insurance
Education
British Columbia Institute of Technology
Capilano University
BBA
Insurance Brokers Association of Canada
Canadian Accredited Insurance Broker (CAIB) Designation
West Vancouver Secondary School
Fenn Harvey's Willis Experience May 1996 - January 2008
Job Vice President Sales at Commonwealth Printing
Industry Insurance
Experience
Commonwealth Printing September 2010 - Present
Massachusetts School of Law August 2009 - July 2010
Willis May 1996 - January 2008
Johnson & Higgins January 1986 - April 1996
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Underwriting, Liability, Casualty, Commercial Lines, Workers Compensation, Professional Liability, Umbrella Insurance
Education
Massachusetts School of Law 2009 — 2010
Law
Boston University
BA, Psychology
Emory University
Business Administration and Management, General
Milton Academy
Commonwealth Printing September 2010 - Present
Massachusetts School of Law August 2009 - July 2010
Willis May 1996 - January 2008
Johnson & Higgins January 1986 - April 1996
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Underwriting, Liability, Casualty, Commercial Lines, Workers Compensation, Professional Liability, Umbrella Insurance
Education
Massachusetts School of Law 2009 — 2010
Law
Boston University
BA, Psychology
Emory University
Business Administration and Management, General
Milton Academy
Kristina Sisk's Willis Experience July 2006 - December 2009
Job Upstream Energy at Marsh & McLennan Companies
Industry Insurance
Experience
Marsh & McLennan Companies April 2015 - Present
Marsh & McLennan Companies, Inc. September 2010 - April 2015
Glencairn January 2009 - August 2010
Willis July 2006 - December 2009
Skills
Property & Casualty..., Reinsurance, Commercial Insurance, Analytical Skills, Writing, Risk Management, Oil/Gas, Negotiation, Brokers, Claims Management, Casualty Insurance, Management, D, Claim
Education
Bowdoin College 2002 — 2006
BA, English, Spanish
Colorado Academy 1998 — 2002
Marsh & McLennan Companies April 2015 - Present
Marsh & McLennan Companies, Inc. September 2010 - April 2015
Glencairn January 2009 - August 2010
Willis July 2006 - December 2009
Skills
Property & Casualty..., Reinsurance, Commercial Insurance, Analytical Skills, Writing, Risk Management, Oil/Gas, Negotiation, Brokers, Claims Management, Casualty Insurance, Management, D, Claim
Education
Bowdoin College 2002 — 2006
BA, English, Spanish
Colorado Academy 1998 — 2002
Elyse Tosi's Willis Experience March 2010 - June 2012
Job Associate Consultant at Alliant Insurance Services
Industry Human Resources
Experience
Alliant Insurance Services June 2012 - Present
Willis March 2010 - June 2012
The Little Gym of Huntersville February 2002 - July 2009
Towers Perrin 1998 - 2001
Aetna Healthcare April 1995 - November 1998
AETNA HEALTHCARE January 1995 - January 1998
PHILLIPS - VAN HEUSEN CORPORATION January 1994 - January 1995
Education
Bowling Green State University 1990 — 1994
BA, Fashion Merchandising
Alliant Insurance Services June 2012 - Present
Willis March 2010 - June 2012
The Little Gym of Huntersville February 2002 - July 2009
Towers Perrin 1998 - 2001
Aetna Healthcare April 1995 - November 1998
AETNA HEALTHCARE January 1995 - January 1998
PHILLIPS - VAN HEUSEN CORPORATION January 1994 - January 1995
Education
Bowling Green State University 1990 — 1994
BA, Fashion Merchandising
Gay Mamula's Willis Experience May 2011 - May 2012
Job Administrative Assistant
Industry Financial Services
Experience
Pfizer April 2015 - Present
Manpower and Apple One Staffing Agencies July 2014 - December 2014
MetLife December 2013 - May 2014
Willis May 2011 - May 2012
Leafstone Staffing March 2007 - April 2011
Victory Capital Management October 2005 - January 2007
GeoCapital LLC February 1998 - August 2005
Skills
Microsoft Office, Microsoft Excel, Management, Online Research, Data Entry, Training, Data Analysis, Concur, Ariba, Security APL, Saleslogix, Lotus Notes
Education
Grace Institute
Fordham University
Anthropology
Borough of Manhattan Community College
Certificate, Paralegal Studies
Pfizer April 2015 - Present
Manpower and Apple One Staffing Agencies July 2014 - December 2014
MetLife December 2013 - May 2014
Willis May 2011 - May 2012
Leafstone Staffing March 2007 - April 2011
Victory Capital Management October 2005 - January 2007
GeoCapital LLC February 1998 - August 2005
Skills
Microsoft Office, Microsoft Excel, Management, Online Research, Data Entry, Training, Data Analysis, Concur, Ariba, Security APL, Saleslogix, Lotus Notes
Education
Grace Institute
Fordham University
Anthropology
Borough of Manhattan Community College
Certificate, Paralegal Studies
Anne Costello's Willis Experience January 2006 - December 2007
Job Chubb Insurance
Industry Insurance
Experience
Chubb Insurance July 2002 - Present
Willis January 2006 - December 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, D&O, Underwriting
Education
Boston College
Bachelor of Science (B.S.), Finance
Chubb Insurance July 2002 - Present
Willis January 2006 - December 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, D&O, Underwriting
Education
Boston College
Bachelor of Science (B.S.), Finance
Carl Timpanaro's Willis Experience January 2012 - Present
Job Executive Vice President at Willis
Industry Insurance
Experience
Willis January 2012 - Present
Willis October 2008 - January 2012
HRH 2000 - 2008
Skills
Brokers, Umbrella Insurance, General Insurance, Liability, Professional Liability, Risk Assessment
Education
Bloomfield College 1970 — 1974
BS, Finance
Willis January 2012 - Present
Willis October 2008 - January 2012
HRH 2000 - 2008
Skills
Brokers, Umbrella Insurance, General Insurance, Liability, Professional Liability, Risk Assessment
Education
Bloomfield College 1970 — 1974
BS, Finance
Terry Michelitch's Willis Experience October 2008 - Present
Job Executive Vice President at Willis
Industry Insurance
Experience
Willis October 2008 - Present
Hilb, Rogal and Hobbs April 2005 - October 2008
Brown and Brown Insurance January 2002 - April 2005
Entertainment and Sports Insurance Experts January 1994 - January 2002
Skills
Property & Casualty..., Brokers, Reinsurance, Risk Financing, Commercial Insurance, Insurance, Casualty, Employment Practices..., Legal Liability, Liability, Directors & Officers..., General Insurance, Workers Compensation, Commercial Lines, Insurance Brokerage
Education
Georgia State University 1992 — 1994
MBA J. Mack Robinson College of Business, Finance, General
Bowling Green State University 1986 — 1989
Bachelor's degree, International Business
Minisink Valley
Minisink Valley
Willis October 2008 - Present
Hilb, Rogal and Hobbs April 2005 - October 2008
Brown and Brown Insurance January 2002 - April 2005
Entertainment and Sports Insurance Experts January 1994 - January 2002
Skills
Property & Casualty..., Brokers, Reinsurance, Risk Financing, Commercial Insurance, Insurance, Casualty, Employment Practices..., Legal Liability, Liability, Directors & Officers..., General Insurance, Workers Compensation, Commercial Lines, Insurance Brokerage
Education
Georgia State University 1992 — 1994
MBA J. Mack Robinson College of Business, Finance, General
Bowling Green State University 1986 — 1989
Bachelor's degree, International Business
Minisink Valley
Minisink Valley
Stephanie Jabar Miller's Willis Experience November 2010 - May 2013
Job Risk Manager at W.B. Mason Co., Inc
Industry Insurance
Experience
W.B. Mason Company Inc. February 2014 - Present
The Weiner Company May 2013 - January 2014
Willis November 2010 - May 2013
Harvard Pilgrim Health Care September 1995 - February 2010
Marsh August 1988 - August 1995
Skills
Reinsurance, Employment Practices..., Fiduciary, Liability, Insurance, Health Insurance, Underwriting, Financial Analysis, Risk Management, Healthcare, Strategic Planning, Claim, Medicare, Finance, New Business Development, Program Management, Brokers, Managed Care, Financial Risk, Workers Compensation, Employee Benefits, Management, Property & Casualty..., Process Improvement, Professional Liability, Commercial Insurance
Education
Boston College 1983 — 1987
BA, Economics
Derryfield
W.B. Mason Company Inc. February 2014 - Present
The Weiner Company May 2013 - January 2014
Willis November 2010 - May 2013
Harvard Pilgrim Health Care September 1995 - February 2010
Marsh August 1988 - August 1995
Skills
Reinsurance, Employment Practices..., Fiduciary, Liability, Insurance, Health Insurance, Underwriting, Financial Analysis, Risk Management, Healthcare, Strategic Planning, Claim, Medicare, Finance, New Business Development, Program Management, Brokers, Managed Care, Financial Risk, Workers Compensation, Employee Benefits, Management, Property & Casualty..., Process Improvement, Professional Liability, Commercial Insurance
Education
Boston College 1983 — 1987
BA, Economics
Derryfield
Andrea Drago, PHR's Willis Experience July 2010 - April 2013
Job Stylist at Stitch Fix
Industry Human Resources
Experience
Stitch Fix November 2014 - Present
The Marine Mammal Center December 2013 - September 2014
Willis July 2010 - April 2013
Thomas Weisel Partners April 2006 - July 2010
Skills
Benefits Administration, Business Strategy, Disability Insurance, Employee Benefits, Employee Relations, General Insurance, Health Insurance, Human Resources, Investment Banking, Leadership, Mergers, Insurance, Performance Management, Recruiting, Series 7, Strategy, Talent Management, Workers Compensation, Brokers, Mergers, Personnel Management, Risk Management, Underwriting
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor's degree, Social Sciences
Napa High
Stitch Fix November 2014 - Present
The Marine Mammal Center December 2013 - September 2014
Willis July 2010 - April 2013
Thomas Weisel Partners April 2006 - July 2010
Skills
Benefits Administration, Business Strategy, Disability Insurance, Employee Benefits, Employee Relations, General Insurance, Health Insurance, Human Resources, Investment Banking, Leadership, Mergers, Insurance, Performance Management, Recruiting, Series 7, Strategy, Talent Management, Workers Compensation, Brokers, Mergers, Personnel Management, Risk Management, Underwriting
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
Bachelor's degree, Social Sciences
Napa High
Chuck Griswold's Willis Experience February 1991 - January 1999
Job Insurance and Surety Producer
Industry Insurance
Experience
McSherry & Hudson January 2012 - Present
Arthur J. Gallagher & Co. February 2002 - January 2012
Lou Jones & Associates January 1999 - February 2002
Willis February 1991 - January 1999
Skills
Surety, Casualty, Construction, Insurance, Property & Casualty..., Contractors, Employee Benefits, Team Building, Customer Service, Sales, Legal Liability, Umbrella Insurance, Surety Bonds, Commercial Insurance, Professional Liability
Education
California Polytechnic State University-San Luis Obispo 1973 — 1978
BS, Finance
McSherry & Hudson January 2012 - Present
Arthur J. Gallagher & Co. February 2002 - January 2012
Lou Jones & Associates January 1999 - February 2002
Willis February 1991 - January 1999
Skills
Surety, Casualty, Construction, Insurance, Property & Casualty..., Contractors, Employee Benefits, Team Building, Customer Service, Sales, Legal Liability, Umbrella Insurance, Surety Bonds, Commercial Insurance, Professional Liability
Education
California Polytechnic State University-San Luis Obispo 1973 — 1978
BS, Finance
Antonio R. Lora's Willis Experience October 2007 - September 2015
Job Client Service Specialist at Willis North America Inc
Industry Insurance
Experience
Willis North America Inc September 2015 - Present
Willis October 2007 - September 2015
Aon January 2002 - May 2007
Allstate May 1998 - December 2001
Skills
Claim, Commercial Insurance, Brokers, Underwriting, Property & Casualty..., Insurance, Health Insurance, Reinsurance, General Insurance, Casualty, Workers Compensation, Liability, Employee Benefits
Education
Borough of Manhattan Community College 1995 — 1996
Computer Science
Iona College 1992 — 1994
Computer Science
All Hallows 1988 — 1992
General Studies
Willis North America Inc September 2015 - Present
Willis October 2007 - September 2015
Aon January 2002 - May 2007
Allstate May 1998 - December 2001
Skills
Claim, Commercial Insurance, Brokers, Underwriting, Property & Casualty..., Insurance, Health Insurance, Reinsurance, General Insurance, Casualty, Workers Compensation, Liability, Employee Benefits
Education
Borough of Manhattan Community College 1995 — 1996
Computer Science
Iona College 1992 — 1994
Computer Science
All Hallows 1988 — 1992
General Studies
Athena Toombs's Willis Experience August 2006 - December 2008
Job Project Coordinator at Ledcor
Industry Insurance
Experience
Ledcor January 2013 - Present
Aon Risk Services January 2009 - December 2012
Willis August 2006 - December 2008
Skills
Commercial Insurance
Education
British Columbia Institute of Technology / BCIT 2012 — 2014
Finance Diploma, Accounting/Finance
Insurance Brokers Association of BC
CAIB, Insurance - Level 2
Langara College
Associate's degree, Accounting
Simon Fraser University
Business, Geography
Ledcor January 2013 - Present
Aon Risk Services January 2009 - December 2012
Willis August 2006 - December 2008
Skills
Commercial Insurance
Education
British Columbia Institute of Technology / BCIT 2012 — 2014
Finance Diploma, Accounting/Finance
Insurance Brokers Association of BC
CAIB, Insurance - Level 2
Langara College
Associate's degree, Accounting
Simon Fraser University
Business, Geography
Ann Longmore's Willis Experience 1992 - June 2014
Job Managing Director, Multinational FINPRO North America at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. July 2014 - Present
Willis 1992 - June 2014
New York Stock Exchange September 1992 - February 1993
AIG / Chartis August 1982 - September 1991
Skills
Employment Practices..., Professional Liability, D&O, Liability, Brokers, Commercial Lines, Property & Casualty..., Reinsurance, Financial Risk, Insurance, Strategy, Directors & Officers..., Legal Liability, Captives, Casualty, Commercial Insurance
Education
Brooklyn Law School 1991 — 1993
Doctor of Law (JD), Law
Long Island University, Brooklyn Campus
Bachelor of Science (BS) in Finance, Finance, General
Long Island University, Brooklyn Campus
Bachelor of Arts (BA) in English, English Language and Literature, General
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Finance, General
Long Island University, Brooklyn Campus
Master of Arts (MA) in Economics, Economics
Marsh & McLennan Companies, Inc. July 2014 - Present
Willis 1992 - June 2014
New York Stock Exchange September 1992 - February 1993
AIG / Chartis August 1982 - September 1991
Skills
Employment Practices..., Professional Liability, D&O, Liability, Brokers, Commercial Lines, Property & Casualty..., Reinsurance, Financial Risk, Insurance, Strategy, Directors & Officers..., Legal Liability, Captives, Casualty, Commercial Insurance
Education
Brooklyn Law School 1991 — 1993
Doctor of Law (JD), Law
Long Island University, Brooklyn Campus
Bachelor of Science (BS) in Finance, Finance, General
Long Island University, Brooklyn Campus
Bachelor of Arts (BA) in English, English Language and Literature, General
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Finance, General
Long Island University, Brooklyn Campus
Master of Arts (MA) in Economics, Economics
Colin Steele's Willis Experience
Job Senior Vice President at Willis
Industry Insurance
Experience
Willis
Skills
Reinsurance, Underwriting, Property & Casualty...
Education
Boston College - Carroll School of Management 1969 — 1973
B.S., Finance
Willis
Skills
Reinsurance, Underwriting, Property & Casualty...
Education
Boston College - Carroll School of Management 1969 — 1973
B.S., Finance
Deniz Ozen's Willis Experience October 2012 - Present
Job Global Placement Analyst at Willis
Industry Insurance
Experience
Willis October 2012 - Present
Last Radio Group January 2011 - October 2012
Boston University September 2007 - January 2011
Skills
Excel, PowerPoint, Access, MS Office Suite, Dreamweaver, HTML, Microsoft Excel, Microsoft Word
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science (BS), Business Administration and Management
Willis October 2012 - Present
Last Radio Group January 2011 - October 2012
Boston University September 2007 - January 2011
Skills
Excel, PowerPoint, Access, MS Office Suite, Dreamweaver, HTML, Microsoft Excel, Microsoft Word
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science (BS), Business Administration and Management
Ed McNenney's Willis Experience September 2013 - Present
Job Senior Vice PresidentExcess Casualty Practice Leader at Willis
Industry Insurance
Experience
Willis September 2013 - Present
Sharebridge Private Equity Consolidated October 2010 - August 2013
Marsh & McLennan Companies, Inc. 1990 - 2004
Skills
Captives, Casualty, Excess, Insurance, Brokers, Reinsurance, Commercial Lines, Liability, Professional Liability, Property & Casualty...
Education
Bucknell University 1981 — 1985
BA, English
Willis September 2013 - Present
Sharebridge Private Equity Consolidated October 2010 - August 2013
Marsh & McLennan Companies, Inc. 1990 - 2004
Skills
Captives, Casualty, Excess, Insurance, Brokers, Reinsurance, Commercial Lines, Liability, Professional Liability, Property & Casualty...
Education
Bucknell University 1981 — 1985
BA, English
Elizabeth Kretz's Willis Experience May 1994 - Present
Job Assistant Accounts Receivable Specialist at Willis
Industry Insurance
Experience
Willis May 1994 - Present
Crum & Forster March 1992 - May 1994
AIG August 1990 - March 1992
Fireman's Fund Insurance Company October 1976 - July 1990
Skills
Health Insurance, Accounts Receivable, Accounting, Internal Audit, Insurance, Claim, Account Reconciliation, Bank of America Award..., Employee Benefits, Enterprise Risk...
Education
Caldwell College 1970 — 1974
BA, Business
Willis May 1994 - Present
Crum & Forster March 1992 - May 1994
AIG August 1990 - March 1992
Fireman's Fund Insurance Company October 1976 - July 1990
Skills
Health Insurance, Accounts Receivable, Accounting, Internal Audit, Insurance, Claim, Account Reconciliation, Bank of America Award..., Employee Benefits, Enterprise Risk...
Education
Caldwell College 1970 — 1974
BA, Business
Molly Banks's Willis Experience June 2012 - Present
Job Executive Assistant/ Communication Specialist at Willis
Industry Public Relations and Communications
Experience
Willis June 2012 - Present
The McGowan Companies March 2009 - June 2012
The McGowan Companies March 2010 - May 2012
Skills
Insurance, Photoshop, Underwriting, Property & Casualty..., Microsoft Excel, Microsoft Office, Commercial Insurance, Customer Service, General Insurance, Strategic Planning, Liability
Education
Bowling Green State University 2005 — 2010
Communications, Communication and Media Studies
Willis June 2012 - Present
The McGowan Companies March 2009 - June 2012
The McGowan Companies March 2010 - May 2012
Skills
Insurance, Photoshop, Underwriting, Property & Casualty..., Microsoft Excel, Microsoft Office, Commercial Insurance, Customer Service, General Insurance, Strategic Planning, Liability
Education
Bowling Green State University 2005 — 2010
Communications, Communication and Media Studies
Catherine Caton's Willis Experience January 1988 - March 2003
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2003 - Present
Palmer & Cay March 2003 - March 2006
Willis January 1988 - March 2003
Skills
Property & Casualty..., Insurance, Commercial Insurance, Risk Management, Account Management, Strategic Planning, Management, Customer Service, Marketing
Education
Delaware County Community College 1975 — 1977
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bloomsburg University of Pennsylvania
Wells Fargo Insurance Services 2003 - Present
Palmer & Cay March 2003 - March 2006
Willis January 1988 - March 2003
Skills
Property & Casualty..., Insurance, Commercial Insurance, Risk Management, Account Management, Strategic Planning, Management, Customer Service, Marketing
Education
Delaware County Community College 1975 — 1977
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bloomsburg University of Pennsylvania
Hillary Sullivan's Willis Experience December 2014 - Present
Job At
Industry Insurance
Experience
Willis December 2014 - Present
Safety Insurance August 2013 - August 2014
Skills
Customer Service, Insurance, Risk Management, Property & Casualty..., Analysis, Underwriting, Outlook, Commercial Insurance, General Insurance, Liability, Casualty Insurance, Microsoft Office
Education
Bridgewater State University 2008 — 2013
Bachelor of Science (B.S.), Economics
Willis December 2014 - Present
Safety Insurance August 2013 - August 2014
Skills
Customer Service, Insurance, Risk Management, Property & Casualty..., Analysis, Underwriting, Outlook, Commercial Insurance, General Insurance, Liability, Casualty Insurance, Microsoft Office
Education
Bridgewater State University 2008 — 2013
Bachelor of Science (B.S.), Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO