ABD Insurance & Financial Services

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ABD Insurance & Financial Services Employees

Employee
Years
Job
Industry
Brian Duke Brian Duke San Francisco Bay Area Details
Brian Duke's ABD Insurance & Financial Services Experience April 2004 - July 2006
Job Experienced SaaS Sales Leader & Insurance Industry Executive
Industry Information Technology and Services
Experience
Marsh ClearSight  March 2014 - Present
Duke Capital LLC   April 2013 - March 2014
The Greenspan Company/Adjusters International   May 2012 - March 2014
Willis  July 2006 - January 2012
ABD Insurance & Financial Services   April 2004 - July 2006
Marsh  October 1996 - April 2004
Saylor & Hill Co.   June 1993 - October 1996
Aetna Life & Casualty  June 1986 - June 1993

Skills
Risk Management, Sales Management, Leadership, Insurance, Claim, Casualty, Employee Benefits, Brokers, Property & Casualty..., Marketing, Mergers, Management, Underwriting, Commercial Insurance, Captives, Workers Compensation, Mergers & Acquisitions, D&O, Liability, Professional Liability, Financial Risk, Legal Liability, Employment Practices..., Reinsurance, General Insurance, Health Insurance, Insurance Brokerage, Disability Insurance, Excess, Inland Marine, Directors & Officers..., Small Business, Claims Management, Property, Sales, Umbrella Insurance, Commercial Lines, Executive Management, CRM, Enterprise Risk..., Life Insurance, Brokerage, Surety Bonds, Litigation Management, Risk Analysis, Casualty Insurance

Education
Texas Tech University   1982 — 1986
BBA, Management

Tracy Tenorio Tracy Tenorio San Francisco Bay Area Details
Tracy Tenorio's ABD Insurance & Financial Services Experience 1994 - 2007
Job SVP, Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team  August 2012 - Present
Wells Fargo Insurance Services  October 2007 - August 2012
abd Insurance & Financial Services   1994 - 2007

Skills
Strategic Planning, E&O, Customer Retention, Contract Negotiation, Fiduciary, New Business Development, Risk Management, Underwriting, Workers Compensation, Casualty Insurance, General Insurance

Education
Golden Gate University
BA, Business Administration

Rebecca Restrepo Rebecca Restrepo Davis, California Details
Rebecca Restrepo's ABD Insurance & Financial Services Experience June 2001 - September 2005
Job Managing Director Owner at BlueRock Consulting LLC
Industry Insurance
Experience
BlueRock Consulting LLC   April 2008 - Present
Willis Insurance Services of California  September 2005 - April 2006
ABD Insurance & Financial Services   June 2001 - September 2005
Marsh Inc  April 1999 - June 2001
Aon Corporation  April 1994 - April 1999
Marsh, Inc  January 1977 - January 1994

Education
University of California, Davis   1996 — 1999
MBA, Finance, General

University of Arizona, Eller College of Management
Bachelor of Science (BS), Business/Commerce, General

Kevin Luss Kevin Luss Southampton, New York Details
Kevin Luss's ABD Insurance & Financial Services Experience 1999 - 2001
Job President at The Luss Group, Inc. Certified Financial Planners
Industry Insurance
Experience
The Luss Group, Inc. P&C   June 2010 - Present
The Luss Group, Inc. Certified Financial Planners   September 2001 - Present
ABD Insurance & Financial Services   1999 - 2001
Intermediary Insurance Services, Inc.   1992 - 1998

Skills
Estate Planning, Financial Analysis, Financial Planning, Term Life Insurance, Whole Life, Long Term Care, Money Management, Health Insurance, Employee Benefits, Disability Insurance, Annuities, Retirement Planning, Real Estate Investment, Stocks, General Liability, College Savings Plans, Investment Products, Fixed Annuities, Legal Liability, Investment Properties, Strategic Financial..., Long-term Care, Life Insurance, Investments, Financial Advisory, Long Term Care Insurance, Retirement, Series 7, Mutual Funds, Wealth Management, Financial Services, Commercial Insurance, Homeowners, Small Business, Risk Management, Finance, 401k, Insurance, Financial Risk, Financial Planners, IRAs, Roth IRA, High Net Worth..., 401k Rollovers, Investment Strategies, Brokers, Securities, Investment Advisory, Asset Allocation, Medicare

Education
Villanova University   1986 — 1990
Accounting, Accounting and Finance

The American College   2007 — 2009
Chartered Financial Consultant, Finance and Financial Management Services

Jay Corbett Jay Corbett Sacramento, California Area Details
Jay Corbett's ABD Insurance & Financial Services Experience 1993 - 2006
Job Senior Vice President at HUB International
Industry Insurance
Experience
Jenkins Insurance Group (A Leavitt Group Affiliate)   January 2009 - May 2014
Jenkins Insurance Group   June 2006 - January 2009
ABD Insurance & Financial Services   1993 - 2006
CompWatch Corporation   1988 - 1993
Winchester Insurance Agency   1987 - 1993
Corbett Insurance Services   January 1983 - June 1987
HL Capital Management (Pacific Compensation Insurance Company)   November 1979 - March 1981
Employee Benefits Insurance Company   May 1974 - November 1979
United States Navy  January 1970 - October 1973

Skills
Workers Compensation, Professional Liability, Commercial Insurance, Property & Casualty..., Employment Practices..., D&O, Legal Liability, Insurance, Employee Benefits, Underwriting, Commercial Lines, Risk Management, Claim, Financial Risk, Claims Management, Reinsurance, Brokers, General Insurance, Umbrella Insurance, Health Insurance, Mergers & Acquisitions, Liability, Captives, Casualty, Inland Marine, Health Savings Accounts, Disability Insurance, Surety Bonds, Insurance Brokerage, Excess, Life Insurance, Management, Casualty Insurance

Education
San Jose State University   1975 — 1977
BS, Business Finance

West Valley College   1973 — 1975
AA, Drama and Music

San Jose State University   1969 — 1969
BS, Finance

Michelle Marquez, CIC, CPCU Michelle Marquez, CIC, CPCU Greater Minneapolis-St. Paul Area Details
Michelle Marquez, CIC, CPCU's ABD Insurance & Financial Services Experience October 1994 - April 2004
Job Vice President of Sales,PCG Agencies, Inc., Private Client Group
Industry Insurance
Experience
PCG Agencies, Inc.   May 2004 - Present
ABD Insurance & Financial Services   October 1994 - April 2004

Skills
Sales, Sales Management, Business Development, Relationship Management, Property & Casualty..., Personal Risk Management, High Net Worth Insurance, Risk Management, Commercial Insurance, General Insurance, Insurance, Liability, Claim, Brokers, Underwriting, Casualty, Strategic Planning, Casualty Insurance

Education
San Francisco State University
Bachelor of Science (BS), Business & Marketing

The American Institute For Chartered Property Casualty Underwriters
CPCU

Society Of Certified Insurance Counselors
CIC, Insurance

Carol Falstrup Carol Falstrup Greater Los Angeles Area Details
Carol Falstrup's ABD Insurance & Financial Services Experience 2002 - 2006
Job Senior Vice President at USI Insurance Services, Inc.
Industry Insurance
Experience
USI Insurance Services, Inc.   October 2013 - Present
USI of Southern California Insurance Services, Inc.   2006 - Present
ABD Insurance & Financial Services   2002 - 2006
Evox Images  2000 - 2002
ABD Insurance & Financial Services   1992 - 2000

Skills
Healthcare cost..., Strategic Planning, Employee Benefits, Insurance, Healthcare, Management Consulting, Business Development, Due Diligence, New Business Development, Mergers, Financial Analysis, Project Management, Marketing Strategy, Leadership, Team Building, Long-term Care, Mergers & Acquisitions, Marketing

Education
Northwestern University - Kellogg School of Management   1987 — 1989
MBA, Health Care and Finance

University of California, Davis   1981 — 1984
B.S., Nutrition Science

Rachel Teller Rachel Teller Greater Los Angeles Area Details
Rachel Teller's ABD Insurance & Financial Services Experience 1999 - 2006
Job Human Resources Manager & Generalist
Industry Machinery
Experience
Kubota Tractor Corporation  October 2014 - Present
United Bakery Equipment CO.  March 2013 - October 2014
EMAX Laboratories, Inc   2006 - 2013
ABD Insurance & Financial Services   1999 - 2006

Skills
Recruiting, Employee Relations, Human Resources, Employee Benefits, Management, Strategic Planning, Customer Service, New Hire Orientations, Leadership, Personnel Management, Interviews, Process Improvement, Payroll, Policy, Temporary Placement

Education
Pitzer College
Bachelor of Arts (BA), Psychology

University of Southern California - Marshall School of Business
Master, Business Administration

Jill Schaeffer Hetherington Jill Schaeffer Hetherington San Francisco Bay Area Details
Jill Schaeffer Hetherington's ABD Insurance & Financial Services Experience July 2012 - Present
Job Vice President, Business Development at the ABD Team
Industry Marketing and Advertising
Experience
SLS Preschool   2011 - Present
ABD Insurance & Financial Services   July 2012 - Present
Cathedral School for Boys  August 2013 - August 2014
Cathedral School for Boys  May 2011 - May 2013
Kendall Wilkinson Design, LLC  June 2009 - August 2012
SLS Preschool   January 2010 - May 2010
Cathedral School for Boys  January 2010 - May 2010
Papilia  February 2006 - February 2007
Siebel Systems  March 2001 - August 2003
Pandesic  August 1998 - September 2000

Skills
Strategic Partnerships, Email Marketing, Product Management, Integrated Marketing, Lead Generation, Public Relations, Marketing, Start-ups, E-commerce, CRM, Marketing Strategy, Social Media, Advertising, Business Development, Leadership, Strategy

Education
Harvard Business School   1996 — 1998
MBA, Business

Bucknell University   1988 — 1992
Bachelor of Arts (BA), Interdepartmental: Business Mgmt, Economics and Sociology

Bonita Vista High School   1985 — 1988
HS

Joel Resplandor Joel Resplandor San Francisco Bay Area Details
Joel Resplandor's ABD Insurance & Financial Services Experience February 2007 - January 2008
Job Database Business Systems Specialist at City of South San Francisco
Industry Government Administration
Experience
City of South San Francisco  November 2010 - Present
City of South San Francisco  January 2008 - October 2010
ABD Insurance & Financial Services   February 2007 - January 2008

Skills
Strategic Planning, Microsoft Office, Project Management, Financial Analysis, Event Planning, Insurance, Microsoft Excel, Human Resources, Employee Benefits, Organizational..., Employee Relations, Recruiting, Performance Management, Analysis, Applicant Tracking..., Organizational..., Budgets, Microsoft SQL Server, Process Improvement

Education
University of California, Davis   1998 — 2003
Bachelor, Statistics

Chuck Howarth, CPA Chuck Howarth, CPA Denver, Colorado Details
Chuck Howarth, CPA's ABD Insurance & Financial Services Experience April 2002 - September 2004
Job
Industry Accounting
Experience
Agrium  June 2008 - July 2014
Sequoia Voting Systems  February 2008 - June 2008
HandsOn Mobile (formerly Mforma)   September 2004 - May 2006
ABD Insurance & Financial Services   April 2002 - September 2004
Arthur Andersen  March 2001 - March 2002
AtomFilms  June 2000 - February 2001

Skills
Financial Reporting, Financial Analysis, Accounting, Budgets, Process Improvement, Microsoft Excel, Analysis, Forecasting, Financial Accounting, Strategic Planning, Mergers & Acquisitions, Business Planning, Cost Control, Cost Management, Hyperion, SAP, Oracle, Microsoft Dynamics, Financial Modeling, Corporate Finance, Human Resources, Hiring, Startup Development, Real Estate Transactions, Working Capital..., Consulting, Operations Management, Compilation Of..., Internal Controls, Board Presentations

Education
Kansas State University   1996 — 2000
Bachelor of Science (BS), Accounting and Finance

Judy McLaughlin, GBDS Judy McLaughlin, GBDS Greater Los Angeles Area Details
Judy McLaughlin, GBDS's ABD Insurance & Financial Services Experience March 2001 - July 2006
Job Senior Vice President, Client Advocate at Willis
Industry Insurance
Experience
Willis  May 2015 - Present
Crystal & Company  December 2009 - May 2015
Gallagher Benefit Services  July 2006 - December 2009
ABD Insurance & Financial Services   March 2001 - July 2006

Skills
GBDS, Health Insurance, Insurance, Employee Benefits, Underwriting, Brokers, Disability Insurance, Benefits Administration, Account Management, Health Savings Accounts, Strategic Planning, Workers Compensation, Retail

Education
Culinary Institute of America   1998 — 1999
Baking & Pastry Program, Culinary

University of La Verne
Bachelor of Science, Business Administration

Erin Kwon Erin Kwon Charlotte, North Carolina Details
Erin Kwon's ABD Insurance & Financial Services Experience May 2005 - January 2008
Job President at ADEPT HRM Solutions
Industry Human Resources
Experience
ADEPT HRM Solutions   January 2008 - Present
ABD Insurance & Financial Services   May 2005 - January 2008
T-Mobile  February 2005 - April 2005
n-Link Corporation  August 2004 - February 2005
Personnel Management Systems, Inc.   March 2003 - August 2004
Pet's Choice, Inc.   January 2000 - January 2003

Education
Capella University   2003 — 2007
MS, Organization and Management; Emphasis in HR

California State University, Fresno   1994 — 1999
BA, Journalism

Mary Hardisty Mary Hardisty Petaluma, California Details
Mary Hardisty's ABD Insurance & Financial Services Experience September 2006 - September 2008
Job Account Executive / Marketing Communications Manager at Arrow Benefits Group
Industry Insurance
Experience
Arrow Benefits Group  October 2014 - Present
The SSM Group   April 2014 - Present
Arrow Benefits Group  2014 - 2015
Woodruff Sawyer  July 2010 - March 2014
Woodruff Sawyer  May 2009 - June 2010
Woodruff-Sawyer & Co  September 2008 - April 2009
ABD Insurance & Financial Services   September 2006 - September 2008
Kendall-Jackson Wine Estates Jackson Family Enterprises   January 2005 - September 2006
Hall Kinion  January 2003 - June 2004
GlobalEnglish  September 1999 - November 2002

Skills
Marketing, Customer Service, Account Management, Management, Email Marketing, Sales, Insurance, Open Enrollment, Salesforce.com, Employee Benefits, Strategic Planning, Outlook, Microsoft Excel, Brokers, Leadership, Underwriting, Training, HRIS, Health Savings Accounts, Health Insurance, InDesign 5 & 6, PowerPoint, Microsoft Word, Microsoft Publisher, Recruiting, New Business Development, Marketing Strategy, Social Media, Project Management, Sales Management, Negotiation, Benefits Administration, Process Improvement, Marketing Analysis, Marketing Communications, Team Building, Workers Compensation

Education
Brigham Young University - Hawaii   1985 — 1991
Bachelor of Science

Kahuku High School   1981 — 1985
HS Diploma

Tim Kensett, CIC, CRIS Tim Kensett, CIC, CRIS Sacramento, California Area Details
Tim Kensett, CIC, CRIS's ABD Insurance & Financial Services Experience 1989 - 2006
Job Vice President at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services  October 2015 - Present
Edgewood Partners Insurance Center ( VRT was acquired by Edgewood in February 2009)   February 2009 - Present
VRT Insurance Services   April 2008 - February 2009
Warren G. Bender Co.   August 2006 - April 2008
ABD Insurance & Financial Services   1989 - 2006

Skills
Real Estate, Contractors, Insurance, Brokers, Risk Management, Strategic Planning

Education
LaGuardia Community College   1979 — 1981
AA, Business Administration