ABD Insurance and Financial Services
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ABD Insurance and Financial Services Employees
Employee
Years
Job
Industry
Elizabeth Olsson Elizabeth Olsson's ABD Insurance and Financial Services Experience 2000 - 2005
Job Sr. Vice President
Industry Insurance
Experience
Wells Fargo Insurance Services August 2007 - Present
Lockton Companies, LLC July 2005 - August 2007
ABD Insurance and Financial Services 2000 - 2005
Hilb Rogal & Hobbs July 2003 - July 2004
Sedgwick 1992 - 1997
Skills
Underwriting, D&O, Employment Practices..., Professional Liability, Insurance, Liability, Brokers, Property & Casualty..., Commercial Insurance, Commercial Lines, Legal Liability, Leadership, Casualty, Financial Services, Excess
Education
Georgia State University 1989 — 1994
bba
Mercer University 1987 — 1988
Wells Fargo Insurance Services August 2007 - Present
Lockton Companies, LLC July 2005 - August 2007
ABD Insurance and Financial Services 2000 - 2005
Hilb Rogal & Hobbs July 2003 - July 2004
Sedgwick 1992 - 1997
Skills
Underwriting, D&O, Employment Practices..., Professional Liability, Insurance, Liability, Brokers, Property & Casualty..., Commercial Insurance, Commercial Lines, Legal Liability, Leadership, Casualty, Financial Services, Excess
Education
Georgia State University 1989 — 1994
bba
Mercer University 1987 — 1988
Ken Juricic Ken Juricic's ABD Insurance and Financial Services Experience 2000 - 2007
Job Senior Vice President and Founding Principal at The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2007 - 2012
abd Insurance and Financial Services 2000 - 2007
Humana 1999 - 2000
CIGNA 1995 - 1998
CIGNA 1992 - 1995
CIGNA 1990 - 1992
Equicor 1989 - 1990
The Equitable 1985 - 1988
The Equitable 1982 - 1985
Skills
Employee Benefits, Health Insurance, Insurance, Executive Management, Health Savings Accounts, National Accounts, Disability Insurance, Brokers, Life Insurance, Sales, Account Management, Benefits Administration, Leadership, Strategic Planning, Underwriting
Education
Gettysburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2007 - 2012
abd Insurance and Financial Services 2000 - 2007
Humana 1999 - 2000
CIGNA 1995 - 1998
CIGNA 1992 - 1995
CIGNA 1990 - 1992
Equicor 1989 - 1990
The Equitable 1985 - 1988
The Equitable 1982 - 1985
Skills
Employee Benefits, Health Insurance, Insurance, Executive Management, Health Savings Accounts, National Accounts, Disability Insurance, Brokers, Life Insurance, Sales, Account Management, Benefits Administration, Leadership, Strategic Planning, Underwriting
Education
Gettysburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
Laura Ann Bartlett, CEBS, AIFA Laura Ann Bartlett, CEBS, AIFA's ABD Insurance and Financial Services Experience 1996 - 2004
Job Vice President, Institutional Wealth
Industry Financial Services
Experience
BOK Financial May 2013 - Present
Bartlett Consulting Group March 2010 - 2013
Wells Fargo Institutional Retirement and Trust 2010 - 2013
Putnam Investments August 2005 - January 2010
ABD Insurance and Financial Services 1996 - 2004
Skills
401k, Retirement, ERISA, Investments, Employee Benefits, Investment Strategies, Pensions, Financial Services, Defined Contribution, Asset Managment, CRM, Mergers & Acquisitions, Strategy, New Business Development, Wealth Management, Business Planning, Retirement Planning, Leadership, Management, Insurance, Financial Advisory, Asset Management, Business Development, Mutual Funds, Series 63
Education
Center for Fiduciary Studies 2012 — 2012
AIFA
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School 2004 — 2005
University of Pennsylvania - The Wharton School
CEBS
University of Illinois at Chicago 1981 — 1984
Southern Illinois University, Carbondale 1976 — 1979
BA
BOK Financial May 2013 - Present
Bartlett Consulting Group March 2010 - 2013
Wells Fargo Institutional Retirement and Trust 2010 - 2013
Putnam Investments August 2005 - January 2010
ABD Insurance and Financial Services 1996 - 2004
Skills
401k, Retirement, ERISA, Investments, Employee Benefits, Investment Strategies, Pensions, Financial Services, Defined Contribution, Asset Managment, CRM, Mergers & Acquisitions, Strategy, New Business Development, Wealth Management, Business Planning, Retirement Planning, Leadership, Management, Insurance, Financial Advisory, Asset Management, Business Development, Mutual Funds, Series 63
Education
Center for Fiduciary Studies 2012 — 2012
AIFA
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School 2004 — 2005
University of Pennsylvania - The Wharton School
CEBS
University of Illinois at Chicago 1981 — 1984
Southern Illinois University, Carbondale 1976 — 1979
BA
Dorothy Billingsley Dorothy Billingsley's ABD Insurance and Financial Services Experience October 2002 - 2008
Job AVP, Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
ABD Insurance and Financial Services October 2002 - 2008
Skills
Property & Casualty..., Commercial Insurance, Insurance, Liability, Workers Compensation, Brokers, Professional Liability, Casualty, General Insurance, Risk Management, Commercial Lines, Claim, Legal Liability
Education
Notre Dame de Namur University 2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Summa Cum Laude
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
ABD Insurance and Financial Services October 2002 - 2008
Skills
Property & Casualty..., Commercial Insurance, Insurance, Liability, Workers Compensation, Brokers, Professional Liability, Casualty, General Insurance, Risk Management, Commercial Lines, Claim, Legal Liability
Education
Notre Dame de Namur University 2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Summa Cum Laude
Joy Travis Joy Travis's ABD Insurance and Financial Services Experience September 1997 - December 2008
Job Insurance Operations Consultant, Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Insurance Services USA, Inc. January 2008 - January 2013
Wells Fargo Insurance Services, Inc. September 1997 - January 2013
ABD Insurance and Financial Services September 1997 - December 2008
Willis September 1986 - September 1997
Skills
Project Management, Mergers, Continuing Education, Insurance, Sales, Underwriting, Risk Management, Employee Benefits, Workers Compensation, Property & Casualty..., Health Insurance, Commercial Insurance, General Insurance, Strategic Planning, Coaching, Customer Service, Team Building, Leadership Development, Brokers, Organizational..., Learning and Development, Operations Management, Instructional Design, Training Facilitation, Quality Control, Curriculum Design, Curriculum Development, Organizational..., Communication Skills, Strategy Implementation, Process Improvement, Microsoft Technologies, Training, Mentoring, Workflows and Best..., Insurance Operations, Contract Review, Policy Checking, Claims, Diversity and Inclusion, Marketing, Teamwork, Change Management, Team Leadership, User Experience Design, Analysis, Human Resources, Business Development, Program Management, Onboarding
Education
University of California, Santa Cruz
Certificates, Training and Human Development, Quality Assurance and Continuous Improvement
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Insurance Services USA, Inc. January 2008 - January 2013
Wells Fargo Insurance Services, Inc. September 1997 - January 2013
ABD Insurance and Financial Services September 1997 - December 2008
Willis September 1986 - September 1997
Skills
Project Management, Mergers, Continuing Education, Insurance, Sales, Underwriting, Risk Management, Employee Benefits, Workers Compensation, Property & Casualty..., Health Insurance, Commercial Insurance, General Insurance, Strategic Planning, Coaching, Customer Service, Team Building, Leadership Development, Brokers, Organizational..., Learning and Development, Operations Management, Instructional Design, Training Facilitation, Quality Control, Curriculum Design, Curriculum Development, Organizational..., Communication Skills, Strategy Implementation, Process Improvement, Microsoft Technologies, Training, Mentoring, Workflows and Best..., Insurance Operations, Contract Review, Policy Checking, Claims, Diversity and Inclusion, Marketing, Teamwork, Change Management, Team Leadership, User Experience Design, Analysis, Human Resources, Business Development, Program Management, Onboarding
Education
University of California, Santa Cruz
Certificates, Training and Human Development, Quality Assurance and Continuous Improvement
Summer Tokarz Summer Tokarz's ABD Insurance and Financial Services Experience 2002 - 2005
Job Senior Underwriter at PURE Group of Insurance Companies
Industry Insurance
Experience
PURE Group of Insurance Companies August 2014 - Present
Liberty International Underwriters September 2010 - July 2014
Chubb Insurance 2006 - September 2010
Heffernan Insurance Brokers 2005 - 2006
ABD Insurance and Financial Services 2002 - 2005
Abram & Meell, P.A., Attorneys at Law 2000 - 2002
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, D&O, Liability, Employment Practices..., Legal Liability, Casualty, Commercial Lines, Brokers, General Insurance, Reinsurance, Claim, Excess, Directors & Officers..., Risk Management, Umbrella Insurance, Property Claims, Workers Compensation, Claims Management
Education
Northern Arizona University 1998 — 2000
B.A., Psychology, Criminal Justice
University of Arizona 1996 — 1998
PURE Group of Insurance Companies August 2014 - Present
Liberty International Underwriters September 2010 - July 2014
Chubb Insurance 2006 - September 2010
Heffernan Insurance Brokers 2005 - 2006
ABD Insurance and Financial Services 2002 - 2005
Abram & Meell, P.A., Attorneys at Law 2000 - 2002
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, D&O, Liability, Employment Practices..., Legal Liability, Casualty, Commercial Lines, Brokers, General Insurance, Reinsurance, Claim, Excess, Directors & Officers..., Risk Management, Umbrella Insurance, Property Claims, Workers Compensation, Claims Management
Education
Northern Arizona University 1998 — 2000
B.A., Psychology, Criminal Justice
University of Arizona 1996 — 1998
Carol McMullen, SPHR-SCP Carol McMullen, SPHR-SCP's ABD Insurance and Financial Services Experience December 1993 - December 1997
Job Empowering caring and socially responsible organizations.
Industry Financial Services
Experience
Rael & Letson July 2012 - Present
Click Bond August 2006 - July 2012
Willis March 2003 - August 2006
Egghead.com March 2001 - March 2003
Calco Insurance Brokers December 1997 - March 2001
ABD Insurance and Financial Services December 1993 - December 1997
Skills
Employee Benefits, Actuarial Science, Microsoft Excel, Insurance, Health Insurance, Data Analysis, Defined Benefit, Pensions, Management, Benefits Administration, Personnel Management, Deferred Compensation, Human Resources, Workforce Planning, Employee Relations, Recruitments, HRIS, Screening, Job Descriptions, Applicant Tracking..., HR Consulting, Interviews, Negotiation, New Hire Orientations, 401k, Benefits Negotiation, Talent Acquisition, Temporary Placement, Staffing Services, HR Policies, Staff Development, Taleo, Talent Management, Strategic HR, Payroll, Performance Management, Recruitment Advertising, PeopleSoft, Employee Engagement, Succession Planning, Labor Relations, Screening Resumes, Onboarding, Executive Pay, Workers Compensation, Recruiting, Executive Search, Technical Recruiting, Legal Compliance, Performance Appraisal
Education
Institute for Embodied Wisdom 2010 — 2014
Art of Leadership Mastery, Leadership Training
Human Resources Certification Institute 2009 — 2010
SPHR, Human Resources Management/Personnel Administration, General
Foothill College 1977 — 1979
Certification, Merchandising, Business, Management, Marketing, and Related Support Services
Carson High School 1971 — 1976
General Studies
Rael & Letson July 2012 - Present
Click Bond August 2006 - July 2012
Willis March 2003 - August 2006
Egghead.com March 2001 - March 2003
Calco Insurance Brokers December 1997 - March 2001
ABD Insurance and Financial Services December 1993 - December 1997
Skills
Employee Benefits, Actuarial Science, Microsoft Excel, Insurance, Health Insurance, Data Analysis, Defined Benefit, Pensions, Management, Benefits Administration, Personnel Management, Deferred Compensation, Human Resources, Workforce Planning, Employee Relations, Recruitments, HRIS, Screening, Job Descriptions, Applicant Tracking..., HR Consulting, Interviews, Negotiation, New Hire Orientations, 401k, Benefits Negotiation, Talent Acquisition, Temporary Placement, Staffing Services, HR Policies, Staff Development, Taleo, Talent Management, Strategic HR, Payroll, Performance Management, Recruitment Advertising, PeopleSoft, Employee Engagement, Succession Planning, Labor Relations, Screening Resumes, Onboarding, Executive Pay, Workers Compensation, Recruiting, Executive Search, Technical Recruiting, Legal Compliance, Performance Appraisal
Education
Institute for Embodied Wisdom 2010 — 2014
Art of Leadership Mastery, Leadership Training
Human Resources Certification Institute 2009 — 2010
SPHR, Human Resources Management/Personnel Administration, General
Foothill College 1977 — 1979
Certification, Merchandising, Business, Management, Marketing, and Related Support Services
Carson High School 1971 — 1976
General Studies
Jennifer Bush, CFP®'s ABD Insurance and Financial Services Experience 2003 - 2008
Job PERSONAL FINANCIAL PLANNER at Johnson Lyman Wealth Advisors
Industry Financial Services
Experience
Johnson Lyman Wealth Advisors August 2008 - Present
ABD Insurance and Financial Services 2003 - 2008
Autodesk 2000 - 2003
Digital Generation Systems 1995 - 2000
Skills
Customer Service, Retirement Planning, Financial Advisory, Financial Planners, Insurance, Employee Benefits, Risk Management, Investments, Disability Insurance, Health Insurance, Small Business, Strategic Planning, Strategic Financial..., Coaching, Finance, Investment Advisory, Wealth Management, Accounting
Education
Institute for Integrative Nutrition 2015 — 2016
Heath Coach Certification
College for Financial Planning 2003 — 2008
Financial Planning
Cal State Hayward University 1988 — 1993
Bachelor's
Tennyson High 1984 — 1988
Diploma
Johnson Lyman Wealth Advisors August 2008 - Present
ABD Insurance and Financial Services 2003 - 2008
Autodesk 2000 - 2003
Digital Generation Systems 1995 - 2000
Skills
Customer Service, Retirement Planning, Financial Advisory, Financial Planners, Insurance, Employee Benefits, Risk Management, Investments, Disability Insurance, Health Insurance, Small Business, Strategic Planning, Strategic Financial..., Coaching, Finance, Investment Advisory, Wealth Management, Accounting
Education
Institute for Integrative Nutrition 2015 — 2016
Heath Coach Certification
College for Financial Planning 2003 — 2008
Financial Planning
Cal State Hayward University 1988 — 1993
Bachelor's
Tennyson High 1984 — 1988
Diploma
Rob Moody, FPE (CA) Rob Moody, FPE (CA)'s ABD Insurance and Financial Services Experience February 2005 - 2008
Job Program Consultant, Property Risk Engineering at Genentech / Roche Diagnostics, North America
Industry Management Consulting
Experience
Thermo Fisher Scientific March 2015 - Present
Technology Risk Consulting Services, LLC November 1997 - Present
Roche Diagnostics November 2011 - Present
Roche Pharmaceuticals November 2011 - Present
Genentech October 2004 - Present
Agilent Technologies 2000 - January 2013
Philips Lumileds March 2011 - December 2012
eBay August 2005 - August 2010
ItalFoods, Inc August 2007 - 2008
ABD Insurance and Financial Services February 2005 - 2008
Skills
Management Consulting, Risk Management, Program Management, Strategic Planning, Strategy Development, Account Management, Supply Chain Management, Business Continuity, Fire Protection, Crisis Management, Emergency Management, Risk Assessment, Risk Mitigation, Business Resilience, Problem Solving, Strategy, Engineering, Project Planning, Contract Negotiation, Cross-functional Team..., Negotiation, Consulting, Project Management, Process Improvement, Financial Risk, Management, Leadership, Public Speaking
Education
University of California, Santa Barbara 1982 — 1986
BS, Mechanical Engineering
Thermo Fisher Scientific March 2015 - Present
Technology Risk Consulting Services, LLC November 1997 - Present
Roche Diagnostics November 2011 - Present
Roche Pharmaceuticals November 2011 - Present
Genentech October 2004 - Present
Agilent Technologies 2000 - January 2013
Philips Lumileds March 2011 - December 2012
eBay August 2005 - August 2010
ItalFoods, Inc August 2007 - 2008
ABD Insurance and Financial Services February 2005 - 2008
Skills
Management Consulting, Risk Management, Program Management, Strategic Planning, Strategy Development, Account Management, Supply Chain Management, Business Continuity, Fire Protection, Crisis Management, Emergency Management, Risk Assessment, Risk Mitigation, Business Resilience, Problem Solving, Strategy, Engineering, Project Planning, Contract Negotiation, Cross-functional Team..., Negotiation, Consulting, Project Management, Process Improvement, Financial Risk, Management, Leadership, Public Speaking
Education
University of California, Santa Barbara 1982 — 1986
BS, Mechanical Engineering
Genevieve Goings's ABD Insurance and Financial Services Experience 1999 - 2006
Job Television Host/Artist/Writer/Producer
Industry Entertainment
Experience
Radio Disney May 2014 - Present
The Walt Disney Company June 2006 - Present
Disney English 2008 - Present
Genevieve Goings/Songwriting & Music Production June 2008 - Present
The Happy Hearts Club May 2010 - Present
Kalmenson & Kalmenson Voice Casting April 2013 - Present
Stars, The Agency January 2005 - January 2012
ABD Insurance and Financial Services 1999 - 2006
Skills
Voice Over, Recording, Singing, Public Speaking, Creative Writing, Editing, Television, Entertainment, Musical Theatre, Songwriting, Music, Social Media, Event Management, Stage, Creative Direction, Video Production, Education
Education
Foothill College 1999 — 2001
Music, Psychology
Radio Disney May 2014 - Present
The Walt Disney Company June 2006 - Present
Disney English 2008 - Present
Genevieve Goings/Songwriting & Music Production June 2008 - Present
The Happy Hearts Club May 2010 - Present
Kalmenson & Kalmenson Voice Casting April 2013 - Present
Stars, The Agency January 2005 - January 2012
ABD Insurance and Financial Services 1999 - 2006
Skills
Voice Over, Recording, Singing, Public Speaking, Creative Writing, Editing, Television, Entertainment, Musical Theatre, Songwriting, Music, Social Media, Event Management, Stage, Creative Direction, Video Production, Education
Education
Foothill College 1999 — 2001
Music, Psychology
Howard Simon Howard Simon's ABD Insurance and Financial Services Experience 2003 - 2004
Job VP, Human Resources & Operations at Nurix, Inc.
Industry Biotechnology
Experience
Nurix, Inc. May 2015 - Present
Howard Simon Music December 2014 - Present
Howard Simon & Associates February 2012 - Present
DNA2.0, Inc. April 2012 - May 2015
InterMune, Inc. April 2004 - February 2012
ABD Insurance and Financial Services 2003 - 2004
Maxygen 1999 - 2002
Skills
Biotechnology, Lifesciences, Pharmaceutical Industry, Biopharmaceuticals, Deferred Compensation, Employee Relations, Talent Management, Mergers & Acquisitions, Clinical Development, Start-ups, Workforce Planning, Human Resources, Employee Benefits, Strategic Planning, Mergers, Contract Negotiation, Business Strategy, Technology Transfer, Negotiation, Succession Planning, Commercialization, Employment Law, Entrepreneurship
Education
Babson College 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of California, Berkeley - School of Law 1982 — 1985
Doctor of Law (JD), Law
Graduate Theological Union of Berkeley 1981 — 1985
Master of Arts (MA), Jewish Studies and Ethics
UC Berkeley 1978 — 1981
Bachelor of Arts (BA), Philosophy and Religious Studies
Nurix, Inc. May 2015 - Present
Howard Simon Music December 2014 - Present
Howard Simon & Associates February 2012 - Present
DNA2.0, Inc. April 2012 - May 2015
InterMune, Inc. April 2004 - February 2012
ABD Insurance and Financial Services 2003 - 2004
Maxygen 1999 - 2002
Skills
Biotechnology, Lifesciences, Pharmaceutical Industry, Biopharmaceuticals, Deferred Compensation, Employee Relations, Talent Management, Mergers & Acquisitions, Clinical Development, Start-ups, Workforce Planning, Human Resources, Employee Benefits, Strategic Planning, Mergers, Contract Negotiation, Business Strategy, Technology Transfer, Negotiation, Succession Planning, Commercialization, Employment Law, Entrepreneurship
Education
Babson College 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of California, Berkeley - School of Law 1982 — 1985
Doctor of Law (JD), Law
Graduate Theological Union of Berkeley 1981 — 1985
Master of Arts (MA), Jewish Studies and Ethics
UC Berkeley 1978 — 1981
Bachelor of Arts (BA), Philosophy and Religious Studies
Nelson Scharffenberger Nelson Scharffenberger's ABD Insurance and Financial Services Experience August 2014 - Present
Job P&C Account Assistant at The ABD Team
Industry Insurance
Experience
ABD Insurance and Financial Services August 2014 - Present
Prime Wheel Corp June 2013 - August 2013
Potential Industries July 2011 - August 2011
Prime Wheel Corp June 2011 - July 2011
Los Angeles Bio Medical Research Institute July 2009 - August 2009
Skills
Accounts Payable, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Receivable, Research, Invoicing, Training, Payroll, Access, Teamwork, Analysis, Marketing, Commercial Insurance
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Economics
Palos Verdes High School 2006 — 2010
ABD Insurance and Financial Services August 2014 - Present
Prime Wheel Corp June 2013 - August 2013
Potential Industries July 2011 - August 2011
Prime Wheel Corp June 2011 - July 2011
Los Angeles Bio Medical Research Institute July 2009 - August 2009
Skills
Accounts Payable, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Receivable, Research, Invoicing, Training, Payroll, Access, Teamwork, Analysis, Marketing, Commercial Insurance
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Economics
Palos Verdes High School 2006 — 2010
Devon Klosterman Devon Klosterman's ABD Insurance and Financial Services Experience May 2007 - August 2007
Job Experienced with hardware, computer networking, and customer service.
Industry Information Technology and Services
Experience
Astreya September 2014 - December 2014
The Used Computer Store May 2013 - September 2014
College Internship ProgramBerkeley August 2012 - September 2014
College Internship Program August 2013 - July 2014
College Internship Program August 2012 - May 2013
DeVry University January 2009 - November 2012
College Internship Program July 2012 - August 2012
ABD Insurance and Financial Services May 2007 - August 2007
ABD Insurance and Financial Services May 2006 - August 2006
ABD Insurance and Financial Services May 2005 - August 2005
Skills
PowerPoint, Teaching, Windows, Public Speaking, Networking, Microsoft Office, Social Networking, Leadership, Microsoft Word, Time Management, Computer Repair, Troubleshooting, Sales, Inventory Management, Customer Service, Ticketing Systems, Special Education
Education
DeVry University 2009 — 2012
Astreya September 2014 - December 2014
The Used Computer Store May 2013 - September 2014
College Internship ProgramBerkeley August 2012 - September 2014
College Internship Program August 2013 - July 2014
College Internship Program August 2012 - May 2013
DeVry University January 2009 - November 2012
College Internship Program July 2012 - August 2012
ABD Insurance and Financial Services May 2007 - August 2007
ABD Insurance and Financial Services May 2006 - August 2006
ABD Insurance and Financial Services May 2005 - August 2005
Skills
PowerPoint, Teaching, Windows, Public Speaking, Networking, Microsoft Office, Social Networking, Leadership, Microsoft Word, Time Management, Computer Repair, Troubleshooting, Sales, Inventory Management, Customer Service, Ticketing Systems, Special Education
Education
DeVry University 2009 — 2012
Tamiko Bottari Joe Tamiko Bottari Joe's ABD Insurance and Financial Services Experience July 2001 - September 2001
Job Event Coordinator, Office Facilitator, Project Manager
Industry Executive Office
Experience
Heffernan Insurance Brokers January 2009 - Present
Heffernan Insurance Brokers September 2005 - December 2008
Heffernan Insurance Brokers September 2002 - September 2005
ABD Insurance and Financial Services July 2001 - September 2001
Skills
Assisting Executives, Office Administration, Event Planning, Corporate Events, Insurance, Brokers, Executive Support, Organization, Communication Skills, Salesforce.com, Meeting Planning
Education
University of California, Riverside 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Heffernan Insurance Brokers January 2009 - Present
Heffernan Insurance Brokers September 2005 - December 2008
Heffernan Insurance Brokers September 2002 - September 2005
ABD Insurance and Financial Services July 2001 - September 2001
Skills
Assisting Executives, Office Administration, Event Planning, Corporate Events, Insurance, Brokers, Executive Support, Organization, Communication Skills, Salesforce.com, Meeting Planning
Education
University of California, Riverside 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Carl Canaparo's ABD Insurance and Financial Services Experience January 1989 - January 2000
Job Principal at Pinnacle Brokers
Industry Insurance
Experience
Pinnacle Brokers Insurance Solutions, LLC 2006 - Present
ISU Massie and Beck Insurance January 2000 - June 2006
ABD Insurance and Financial Services January 1989 - January 2000
Skills
Property & Casualty..., Liability, Reinsurance, HMO, Network Development, Health Insurance, Managed Care, Commercial Insurance, D&O, Workers Compensation, Professional Liability, Employment Practices..., Commercial Lines, Directors & Officers..., Healthcare, Life Insurance, Medical Malpractice, Umbrella Insurance, Health Savings Accounts, Claim, Disability Insurance, Captives, Health Policy
Education
UC Berkeley 1979 — 1983
Bachelor of Arts (B.A.), Italian Language and Literature
Pinnacle Brokers Insurance Solutions, LLC 2006 - Present
ISU Massie and Beck Insurance January 2000 - June 2006
ABD Insurance and Financial Services January 1989 - January 2000
Skills
Property & Casualty..., Liability, Reinsurance, HMO, Network Development, Health Insurance, Managed Care, Commercial Insurance, D&O, Workers Compensation, Professional Liability, Employment Practices..., Commercial Lines, Directors & Officers..., Healthcare, Life Insurance, Medical Malpractice, Umbrella Insurance, Health Savings Accounts, Claim, Disability Insurance, Captives, Health Policy
Education
UC Berkeley 1979 — 1983
Bachelor of Arts (B.A.), Italian Language and Literature
Chet Laws's ABD Insurance and Financial Services Experience June 2001 - February 2007
Job Vice President Business Development at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2011 - Present
Magnolia LTC Management Services, Inc./ Continuing Care Risk Retention Group (CCRRG) July 2010 - March 2011
Servpro of Petaluma / Rohnert Park May 2009 - July 2010
Costello & Sons Insurance (CSI) November 2008 - March 2009
Heffernan Insurance Brokers February 2007 - July 2008
ABD Insurance and Financial Services June 2001 - February 2007
Firemans Fund Insurance Company March 1985 - February 1997
Skills
New Business Development, Well-organized, Inter-personal, Exceptional People..., Legal Liability, Sales, Umbrella Insurance, Dentistry, Property, Policy, Automobile, Medicine, LTD, Insurance, Workers Compensation, Underwriting, Commercial Insurance, Property & Casualty..., Employee Benefits, Liability, Management, Salesforce.com, Marketing, Selling, Business Development, Customer Retention, Finance, Human Resources, Executive Management, Sales Management, Direct Marketing
Education
The National Alliance for Insurance Education & Research 2000 — 2012
CIC, CRM & ARM, Insurance
Marin Academy High School 1975 — 1979
HS, General
Saint Mary's College of California
Bachelor's, Business
Wells Fargo Insurance Services March 2011 - Present
Magnolia LTC Management Services, Inc./ Continuing Care Risk Retention Group (CCRRG) July 2010 - March 2011
Servpro of Petaluma / Rohnert Park May 2009 - July 2010
Costello & Sons Insurance (CSI) November 2008 - March 2009
Heffernan Insurance Brokers February 2007 - July 2008
ABD Insurance and Financial Services June 2001 - February 2007
Firemans Fund Insurance Company March 1985 - February 1997
Skills
New Business Development, Well-organized, Inter-personal, Exceptional People..., Legal Liability, Sales, Umbrella Insurance, Dentistry, Property, Policy, Automobile, Medicine, LTD, Insurance, Workers Compensation, Underwriting, Commercial Insurance, Property & Casualty..., Employee Benefits, Liability, Management, Salesforce.com, Marketing, Selling, Business Development, Customer Retention, Finance, Human Resources, Executive Management, Sales Management, Direct Marketing
Education
The National Alliance for Insurance Education & Research 2000 — 2012
CIC, CRM & ARM, Insurance
Marin Academy High School 1975 — 1979
HS, General
Saint Mary's College of California
Bachelor's, Business
Jeffrey Lue, SPHR Jeffrey Lue, SPHR's ABD Insurance and Financial Services Experience March 2004 - December 2006
Job Benefits Management
Industry Insurance
Experience
Heffernan Insurance Brokers October 2012 - Present
Wells Fargo Insurance Services January 2007 - October 2012
ABD Insurance and Financial Services March 2004 - December 2006
ABD Insurance and Financial Services September 2001 - February 2004
Liquid Audio January 2000 - June 2001
Skills
Employee Benefits, Strategic Planning, Negotiation, Benefits Management, Health Insurance, Benefits Design, Benefits Administration, COBRA, Open Enrollment, HIPAA, Renewals, Financial Forecasting, Healthcare, Disability Insurance, Voluntary Employee..., Contract Review, Contract Management, COBRA Administration, Leaves Of Absence, Compliance Audits, Market Evaluation, Bid Process Management, Health Care Reform, Group Insurance, Vendor Management, Employee Wellness, Customer Service, Relationship Management, Workers Compensation, Underwriting, Account Management, Management, Brokers, Insurance, Life Insurance
Education
San Jose State University
BS, Business Administration - Human Resource Management
Heffernan Insurance Brokers October 2012 - Present
Wells Fargo Insurance Services January 2007 - October 2012
ABD Insurance and Financial Services March 2004 - December 2006
ABD Insurance and Financial Services September 2001 - February 2004
Liquid Audio January 2000 - June 2001
Skills
Employee Benefits, Strategic Planning, Negotiation, Benefits Management, Health Insurance, Benefits Design, Benefits Administration, COBRA, Open Enrollment, HIPAA, Renewals, Financial Forecasting, Healthcare, Disability Insurance, Voluntary Employee..., Contract Review, Contract Management, COBRA Administration, Leaves Of Absence, Compliance Audits, Market Evaluation, Bid Process Management, Health Care Reform, Group Insurance, Vendor Management, Employee Wellness, Customer Service, Relationship Management, Workers Compensation, Underwriting, Account Management, Management, Brokers, Insurance, Life Insurance
Education
San Jose State University
BS, Business Administration - Human Resource Management
Jenette Bain Jenette Bain's ABD Insurance and Financial Services Experience September 2007 - February 2008
Job Logistics & Purchasing at HCT Packaging Inc.
Industry Logistics and Supply Chain
Experience
HCT Packaging Inc. September 2013 - Present
Freeman Beauty Labs June 2010 - August 2013
Eye Care for Animals August 2008 - October 2009
ABD Insurance and Financial Services September 2007 - February 2008
Pacific Unified insurance March 2002 - August 2007
Skills
International Logistics, Export-Import, Logistics, International Marketing, International Sales, Supply Chain, Customs Regulations, Export, Logistics Management, Import/Export Operations, Import, Freight Forwarding, Shipping, Financial Accounting, Property & Casualty..., Microsoft Excel, Management, Invoicing, Accounts Payable, Accounts Receivable
Education
Cypress College 2009 — 2010
Health Information & Technology
El Camino College 2000 — 2002
Business Administration and Management, General
HCT Packaging Inc. September 2013 - Present
Freeman Beauty Labs June 2010 - August 2013
Eye Care for Animals August 2008 - October 2009
ABD Insurance and Financial Services September 2007 - February 2008
Pacific Unified insurance March 2002 - August 2007
Skills
International Logistics, Export-Import, Logistics, International Marketing, International Sales, Supply Chain, Customs Regulations, Export, Logistics Management, Import/Export Operations, Import, Freight Forwarding, Shipping, Financial Accounting, Property & Casualty..., Microsoft Excel, Management, Invoicing, Accounts Payable, Accounts Receivable
Education
Cypress College 2009 — 2010
Health Information & Technology
El Camino College 2000 — 2002
Business Administration and Management, General
Bruce Okrepkie Bruce Okrepkie's ABD Insurance and Financial Services Experience 1984 - 2006
Job Mayor at Town of Windsor
Industry Insurance
Experience
Town of Windsor December 2013 - Present
George Petersen Insurance Agency July 2011 - Present
Town of Windsor December 2012 - December 2013
Town of Windsor January 2011 - October 2012
Woodruff Sawyer November 2009 - July 2011
Wells Fargo Insurance Services 1984 - 2009
ABD Insurance and Financial Services 1984 - 2006
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Legal Liability, Employment Practices..., D&O, Insurance, Politics, Local Government, Underwriting, Casualty, Umbrella Insurance, Risk Management, Reinsurance, Commercial Lines, Claim, Term Life Insurance, Golf Management, Liability, Health Insurance, Employee Benefits, Account Management, Brokers, Customer Service, Excess, General Insurance, Surety Bonds, Negotiation, New Business Development, Inland Marine, Casualty Insurance, Common Sense
Education
The University of Akron 1968 — 1973
Bachelors of Science, Business Administration
Town of Windsor December 2013 - Present
George Petersen Insurance Agency July 2011 - Present
Town of Windsor December 2012 - December 2013
Town of Windsor January 2011 - October 2012
Woodruff Sawyer November 2009 - July 2011
Wells Fargo Insurance Services 1984 - 2009
ABD Insurance and Financial Services 1984 - 2006
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Legal Liability, Employment Practices..., D&O, Insurance, Politics, Local Government, Underwriting, Casualty, Umbrella Insurance, Risk Management, Reinsurance, Commercial Lines, Claim, Term Life Insurance, Golf Management, Liability, Health Insurance, Employee Benefits, Account Management, Brokers, Customer Service, Excess, General Insurance, Surety Bonds, Negotiation, New Business Development, Inland Marine, Casualty Insurance, Common Sense
Education
The University of Akron 1968 — 1973
Bachelors of Science, Business Administration
Timothy Guzman, CPCU, ARM, RPLU Timothy Guzman, CPCU, ARM, RPLU's ABD Insurance and Financial Services Experience 2004 - 2007
Job Vice President at The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance and Financial Services 2004 - 2007
Woodruff-Sawyer & Co 1997 - 2003
Aon Risk Services 1996 - 1997
Woodruff-Sawyer & Co 1987 - 1996
Edward Jacobs & Company 1984 - 1987
Deans & Homer 1978 - 1984
Skills
Property & Casualty..., Insurance, Risk Management, Account Management, Underwriting, Marketing, Brokers, Contract Negotiation, Negotiation, Commercial Lines
Education
Golden Gate University 1987 — 1989
Risk Management & Insurance
University of San Francisco 1975 — 1979
Bachelor of Science (BS), Biology
Mc Lane High School 1972 — 1975
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance and Financial Services 2004 - 2007
Woodruff-Sawyer & Co 1997 - 2003
Aon Risk Services 1996 - 1997
Woodruff-Sawyer & Co 1987 - 1996
Edward Jacobs & Company 1984 - 1987
Deans & Homer 1978 - 1984
Skills
Property & Casualty..., Insurance, Risk Management, Account Management, Underwriting, Marketing, Brokers, Contract Negotiation, Negotiation, Commercial Lines
Education
Golden Gate University 1987 — 1989
Risk Management & Insurance
University of San Francisco 1975 — 1979
Bachelor of Science (BS), Biology
Mc Lane High School 1972 — 1975
Erin Brennan's ABD Insurance and Financial Services Experience January 2005 - September 2008
Job Practice Manager, AVP
Industry Insurance
Experience
Woodruff-Sawyer & Co January 2014 - Present
Woodruff Sawyer October 2011 - December 2013
Woodruff Sawyer September 2008 - October 2011
ABD Insurance and Financial Services January 2005 - September 2008
Matsen Insurance Brokers June 2001 - December 2004
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, COBRA, Disability Insurance, Employee Relations, Health Savings Accounts, HRIS, Performance Management, Onboarding, Life Insurance, FMLA, Deferred Compensation, Legal Liability, Employment Practices..., Claim, Professional Liability, Casualty, Risk Management, D&O, Account Management, Liability, General Insurance
Education
Santa Rosa Jr. College
Sonoma State University
Woodruff-Sawyer & Co January 2014 - Present
Woodruff Sawyer October 2011 - December 2013
Woodruff Sawyer September 2008 - October 2011
ABD Insurance and Financial Services January 2005 - September 2008
Matsen Insurance Brokers June 2001 - December 2004
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, COBRA, Disability Insurance, Employee Relations, Health Savings Accounts, HRIS, Performance Management, Onboarding, Life Insurance, FMLA, Deferred Compensation, Legal Liability, Employment Practices..., Claim, Professional Liability, Casualty, Risk Management, D&O, Account Management, Liability, General Insurance
Education
Santa Rosa Jr. College
Sonoma State University
Ellen Meza Ellen Meza's ABD Insurance and Financial Services Experience 2006 - 2007
Job Global Benefits and Wellness Program Manager at Twitter
Industry Human Resources
Experience
Twitter May 2015 - Present
Riverbed Technology January 2014 - June 2015
Maxim Integrated April 2012 - January 2014
Informatica September 2009 - April 2012
Informatica Corporation August 2007 - September 2009
Informatica Corporation January 2007 - August 2007
ABD Insurance and Financial Services 2006 - 2007
Principal Financial Group 2004 - 2005
General Electric 2000 - 2003
Skills
HRIS, Recruiting, Acquisitions, Employee Benefits, Workday, Benefits Management, Benefits Design, Benefits Negotiation, Talent Acquisition, Employee Relations, Benefits Administration, Human Resources, Onboarding, Workforce Planning, Compensation & Benefits..., Training, New Hire Orientations, Leadership, HR Policies, Management, Program Management, PeopleSoft, Process Improvement, Hiring, Policy, Business Process, Applicant Tracking...
Education
University of Pennsylvania - The Wharton School 2009 — 2015
CEBS, Employee Benefits
University of Phoenix - San Francisco 2002 — 2004
MBA
University of California, Los Angeles 1996 — 2000
BA, Theater, Film & TV
Redwood High School 1992 — 1996
Twitter May 2015 - Present
Riverbed Technology January 2014 - June 2015
Maxim Integrated April 2012 - January 2014
Informatica September 2009 - April 2012
Informatica Corporation August 2007 - September 2009
Informatica Corporation January 2007 - August 2007
ABD Insurance and Financial Services 2006 - 2007
Principal Financial Group 2004 - 2005
General Electric 2000 - 2003
Skills
HRIS, Recruiting, Acquisitions, Employee Benefits, Workday, Benefits Management, Benefits Design, Benefits Negotiation, Talent Acquisition, Employee Relations, Benefits Administration, Human Resources, Onboarding, Workforce Planning, Compensation & Benefits..., Training, New Hire Orientations, Leadership, HR Policies, Management, Program Management, PeopleSoft, Process Improvement, Hiring, Policy, Business Process, Applicant Tracking...
Education
University of Pennsylvania - The Wharton School 2009 — 2015
CEBS, Employee Benefits
University of Phoenix - San Francisco 2002 — 2004
MBA
University of California, Los Angeles 1996 — 2000
BA, Theater, Film & TV
Redwood High School 1992 — 1996
Gina Gabriele Gina Gabriele's ABD Insurance and Financial Services Experience April 2005 - 2007
Job Producer
Industry Insurance
Experience
Trion April 2013 - Present
Discovery Data May 2011 - March 2013
RIA Database 2008 - 2011
ABD Insurance and Financial Services April 2005 - 2007
Marsh 2004 - 2005
Trion 1997 - 2004
Education
Gettysburg College 1988 — 1992
BA, English
Trion April 2013 - Present
Discovery Data May 2011 - March 2013
RIA Database 2008 - 2011
ABD Insurance and Financial Services April 2005 - 2007
Marsh 2004 - 2005
Trion 1997 - 2004
Education
Gettysburg College 1988 — 1992
BA, English
Michelle Ivie Michelle Ivie's ABD Insurance and Financial Services Experience May 2000 - April 2001
Job at MSI Development, Inc.
Industry Hospital & Health Care
Experience
Sutter Physician Services October 2007 - Present
Stanford Hospital and Clinics September 2001 - April 2007
ABD Insurance and Financial Services May 2000 - April 2001
Stanfrod Hospital and Clinics September 1996 - April 2000
Prudential Insurance 1989 - September 1996
Skills
Healthcare, Hospitals, Clinical, Compliance, Healthcare Management, Analysis
Education
California State University-Hayward - School of Business and Economics 1992 — 1995
BS, Finance
Sutter Physician Services October 2007 - Present
Stanford Hospital and Clinics September 2001 - April 2007
ABD Insurance and Financial Services May 2000 - April 2001
Stanfrod Hospital and Clinics September 1996 - April 2000
Prudential Insurance 1989 - September 1996
Skills
Healthcare, Hospitals, Clinical, Compliance, Healthcare Management, Analysis
Education
California State University-Hayward - School of Business and Economics 1992 — 1995
BS, Finance
Shawn Clark Shawn Clark's ABD Insurance and Financial Services Experience September 1994 - March 2000
Job Solution Design Professional
Industry Telecommunications
Experience
Mitel April 2007 - Present
Numara Software December 2005 - March 2007
Clark Networks, Inc. July 2003 - December 2005
Endymion Systems, Inc. December 2000 - July 2003
Mission College, Santa Clara, CA September 2001 - April 2002
OpenItems.com, Inc. March 2000 - December 2000
ABD Insurance and Financial Services September 1994 - March 2000
AON Corporation April 1990 - September 1994
FM Global June 1987 - April 1990
Skills
Virtualization, Unified Communications, VoIP, ITIL, Disaster Recovery, Sales Engineering, Solution Selling, Cloud Computing, Telecommunications, VMware, Pre-sales, SIP, Mobile, Consultative Selling, Data Center, Enterprise Software, Mobile Devices, Selling, Networking, Ethernet, Cisco Technologies, IP, Salesforce.com, IT Management, Integration, Network Design, LAN-WAN, TCP/IP, Project Management, Professional Services, Direct Sales, Telephony, Go-to-market Strategy, Call Centers, Product Management, SaaS, Software Development, Channel Partners, WAN, Security, MPLS, Managed Services, Video Conferencing, Business Analysis, CRM, Solution Architecture, Competitive Analysis, IVR, Contact Centers, Program Management
Education
Colorado State University 1981 — 1987
BS
Mitel April 2007 - Present
Numara Software December 2005 - March 2007
Clark Networks, Inc. July 2003 - December 2005
Endymion Systems, Inc. December 2000 - July 2003
Mission College, Santa Clara, CA September 2001 - April 2002
OpenItems.com, Inc. March 2000 - December 2000
ABD Insurance and Financial Services September 1994 - March 2000
AON Corporation April 1990 - September 1994
FM Global June 1987 - April 1990
Skills
Virtualization, Unified Communications, VoIP, ITIL, Disaster Recovery, Sales Engineering, Solution Selling, Cloud Computing, Telecommunications, VMware, Pre-sales, SIP, Mobile, Consultative Selling, Data Center, Enterprise Software, Mobile Devices, Selling, Networking, Ethernet, Cisco Technologies, IP, Salesforce.com, IT Management, Integration, Network Design, LAN-WAN, TCP/IP, Project Management, Professional Services, Direct Sales, Telephony, Go-to-market Strategy, Call Centers, Product Management, SaaS, Software Development, Channel Partners, WAN, Security, MPLS, Managed Services, Video Conferencing, Business Analysis, CRM, Solution Architecture, Competitive Analysis, IVR, Contact Centers, Program Management
Education
Colorado State University 1981 — 1987
BS
Cathy Bagileo Cathy Bagileo's ABD Insurance and Financial Services Experience August 2000 - October 2007
Job Casualty Client Executive, Senior Vice President at Beecher Carlson
Industry Insurance
Experience
Beecher Carlson October 2014 - Present
Wells Fargo Insurance Services October 2007 - September 2014
ABD Insurance and Financial Services August 2000 - October 2007
Aon November 1998 - August 2000
Marsh November 1996 - November 1998
Sedgwick April 1992 - November 1996
Skills
Property & Casualty..., Professional Liability, Underwriting, Brokers, Commercial Insurance, Insurance, Casualty, Excess, Default, Risk Management..., Legal Liability, Liability, D&O, Commercial Lines, General Insurance, Employment Practices..., Workers Compensation, Reinsurance, Umbrella Insurance
Education
California State University-East Bay 1986 — 1991
BA, Liberal Arts Major/Business Admin Minor
Bishop O'Dowd High School
Beecher Carlson October 2014 - Present
Wells Fargo Insurance Services October 2007 - September 2014
ABD Insurance and Financial Services August 2000 - October 2007
Aon November 1998 - August 2000
Marsh November 1996 - November 1998
Sedgwick April 1992 - November 1996
Skills
Property & Casualty..., Professional Liability, Underwriting, Brokers, Commercial Insurance, Insurance, Casualty, Excess, Default, Risk Management..., Legal Liability, Liability, D&O, Commercial Lines, General Insurance, Employment Practices..., Workers Compensation, Reinsurance, Umbrella Insurance
Education
California State University-East Bay 1986 — 1991
BA, Liberal Arts Major/Business Admin Minor
Bishop O'Dowd High School
Linda Yew's ABD Insurance and Financial Services Experience November 1998 - November 2000
Job Executive Associate at Neurofibromatosis Inc. Northeast
Industry Nonprofit Organization Management
Experience
Neurofibromatosis Inc. Northeast 2007 - Present
ABD Insurance and Financial Services November 1998 - November 2000
Aetna July 1993 - November 1998
Blue Cross Blue Shield of Massachusetts October 1991 - October 1992
CNA Insurance Companies July 1987 - September 1991
Skills
Marketing, Manage Client..., Volunteer Management, Account Management, Nonprofits, Social Entrepreneurship, Underwriting, Group Insurance, Public Speaking, Strategic Planning
Education
Boston University
Bachelor of Science (B.S.) in Business Administration, Finance
Neurofibromatosis Inc. Northeast 2007 - Present
ABD Insurance and Financial Services November 1998 - November 2000
Aetna July 1993 - November 1998
Blue Cross Blue Shield of Massachusetts October 1991 - October 1992
CNA Insurance Companies July 1987 - September 1991
Skills
Marketing, Manage Client..., Volunteer Management, Account Management, Nonprofits, Social Entrepreneurship, Underwriting, Group Insurance, Public Speaking, Strategic Planning
Education
Boston University
Bachelor of Science (B.S.) in Business Administration, Finance
Julie Ann Utley Julie Ann Utley's ABD Insurance and Financial Services Experience March 1996 - June 1998
Job Owner, Jewels Benefits, Inc.
Industry Insurance
Experience
Jewels Benefits, Inc. January 2002 - Present
Hendricks & Associates October 2000 - December 2001
Pollock Financial Group June 1998 - June 2000
ABD Insurance and Financial Services March 1996 - June 1998
Great-West Life and Annuity Insurance Company March 1992 - March 1996
3-Way Corporation November 1990 - February 1992
Skills
Long Term Care, Insurance, Disability Insurance, Health Insurance, Employee Benefits, Brokers, Group Health, Group Benefits, Cafeteria Plans, Health Savings Accounts, Medicare Supplements, Term Life Insurance, Critical Illness, Accident, Group Medical, Health Plans, Whole Life, COBRA, Worksite, Medicare, Long-term Care, Voluntary Employee..., Benefits Administration, Health Policy, Universal Life, Long Term Care Insurance, Managed Care, HMO, Fixed Annuities, Health Care Reform, Life Insurance, PPO, Claim, Underwriting, Human Resources, General Insurance, Account Management, Self-funded, Affordable Care Act, Group Insurance, Insurance Brokerage, Workers Compensation, 401k, Dental Insurance, Vision Insurance, Small Business, Sales, Public Speaking, Networking
Education
Orange Coast College
Jewels Benefits, Inc. January 2002 - Present
Hendricks & Associates October 2000 - December 2001
Pollock Financial Group June 1998 - June 2000
ABD Insurance and Financial Services March 1996 - June 1998
Great-West Life and Annuity Insurance Company March 1992 - March 1996
3-Way Corporation November 1990 - February 1992
Skills
Long Term Care, Insurance, Disability Insurance, Health Insurance, Employee Benefits, Brokers, Group Health, Group Benefits, Cafeteria Plans, Health Savings Accounts, Medicare Supplements, Term Life Insurance, Critical Illness, Accident, Group Medical, Health Plans, Whole Life, COBRA, Worksite, Medicare, Long-term Care, Voluntary Employee..., Benefits Administration, Health Policy, Universal Life, Long Term Care Insurance, Managed Care, HMO, Fixed Annuities, Health Care Reform, Life Insurance, PPO, Claim, Underwriting, Human Resources, General Insurance, Account Management, Self-funded, Affordable Care Act, Group Insurance, Insurance Brokerage, Workers Compensation, 401k, Dental Insurance, Vision Insurance, Small Business, Sales, Public Speaking, Networking
Education
Orange Coast College
Lisa Alberts-Mattusch Lisa Alberts-Mattusch's ABD Insurance and Financial Services Experience 1989 - 2005
Job Senior Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2013 - Present
Frank Crystal & Company 2005 - 2013
ABD Insurance and Financial Services 1989 - 2005
Skills
Disability Insurance, Property & Casualty..., Underwriting, Health Insurance, Brokers, Commercial Insurance, Insurance, Employee Benefits, Strategic Planning, Benefit Cost Analysis, Marketing, Benefits Design, Benefits Negotiation, Health Care Reform, Benefits Administration, Benefits Management
Education
Stephens College 1974 — 1977
Wells Fargo Insurance Services 2013 - Present
Frank Crystal & Company 2005 - 2013
ABD Insurance and Financial Services 1989 - 2005
Skills
Disability Insurance, Property & Casualty..., Underwriting, Health Insurance, Brokers, Commercial Insurance, Insurance, Employee Benefits, Strategic Planning, Benefit Cost Analysis, Marketing, Benefits Design, Benefits Negotiation, Health Care Reform, Benefits Administration, Benefits Management
Education
Stephens College 1974 — 1977
Dario Gomez Dario Gomez's ABD Insurance and Financial Services Experience November 2000 - May 2005
Job Accountant Lucid works
Industry Internet
Experience
Lucidworks December 2014 - Present
Visually January 2014 - August 2014
Rocket Fuel Inc. March 2011 - January 2014
Adchemy June 2008 - March 2011
Adteractive July 2006 - May 2008
Looksmart May 2005 - June 2006
ABD insurance and Financial services November 2000 - May 2005
Skills
Financial Analysis, Accounts Payable, Analytics, Mergers, Process Improvement, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Microsoft Excel, Accounting, Data Analysis, Financial Reporting, Finance, Account Management, Team Leadership, Business Analysis, Business Intelligence, Revenue Recognition, Risk Management, Analysis, Project Management, Auditing, Management, Strategy, Mergers & Acquisitions
Education
University of California, Davis 1995 — 2000
Bachelor, Economics
Lucidworks December 2014 - Present
Visually January 2014 - August 2014
Rocket Fuel Inc. March 2011 - January 2014
Adchemy June 2008 - March 2011
Adteractive July 2006 - May 2008
Looksmart May 2005 - June 2006
ABD insurance and Financial services November 2000 - May 2005
Skills
Financial Analysis, Accounts Payable, Analytics, Mergers, Process Improvement, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Microsoft Excel, Accounting, Data Analysis, Financial Reporting, Finance, Account Management, Team Leadership, Business Analysis, Business Intelligence, Revenue Recognition, Risk Management, Analysis, Project Management, Auditing, Management, Strategy, Mergers & Acquisitions
Education
University of California, Davis 1995 — 2000
Bachelor, Economics
Patrick Tatro Patrick Tatro's ABD Insurance and Financial Services Experience February 2006 - October 2009
Job Insurance Brokerage Leader
Industry Insurance
Experience
Wells Fargo Insurance Services September 2007 - October 2009
ABD Insurance and Financial Services February 2006 - October 2009
Marsh October 2001 - July 2005
TOI Corporate Services Ltd. May 1997 - October 2001
Aon Risk Services May 1995 - May 1996
Marsh December 1987 - May 1995
CIGNA Corp. April 1986 - December 1987
Skills
Sales Management, Salesforce.com, Commercial Insurance, Miller Heiman, Organizational..., Nevada, Business Development, Sales, Organic Growth..., Property & Casualty..., Team Leadership, Risk Management, Insurance, Sales Hiring, Proposal Writing, Sales Presentations, Coaching, Life & Health Insurance..., Casualty, Liability, Marketing, Claim, Claims Management, Workers Compensation, Management, Brokers, Professional Liability, Commercial Lines, Life Insurance, Disability Insurance, Mergers, Employee Benefits, Strategy, Mergers & Acquisitions, Health Insurance, Leadership, Underwriting, Casualty Insurance
Education
University of San Francisco 1990 — 1992
BS, Organizational Behavior
Carson High School
Wells Fargo Insurance Services September 2007 - October 2009
ABD Insurance and Financial Services February 2006 - October 2009
Marsh October 2001 - July 2005
TOI Corporate Services Ltd. May 1997 - October 2001
Aon Risk Services May 1995 - May 1996
Marsh December 1987 - May 1995
CIGNA Corp. April 1986 - December 1987
Skills
Sales Management, Salesforce.com, Commercial Insurance, Miller Heiman, Organizational..., Nevada, Business Development, Sales, Organic Growth..., Property & Casualty..., Team Leadership, Risk Management, Insurance, Sales Hiring, Proposal Writing, Sales Presentations, Coaching, Life & Health Insurance..., Casualty, Liability, Marketing, Claim, Claims Management, Workers Compensation, Management, Brokers, Professional Liability, Commercial Lines, Life Insurance, Disability Insurance, Mergers, Employee Benefits, Strategy, Mergers & Acquisitions, Health Insurance, Leadership, Underwriting, Casualty Insurance
Education
University of San Francisco 1990 — 1992
BS, Organizational Behavior
Carson High School
Robin Fischer Robin Fischer's ABD Insurance and Financial Services Experience 1997 - September 2000
Job SVP & Partner / Risk Management / Cyber Liability & Property & Casualty Expert / WoodruffSawyer & Co
Industry Insurance
Experience
Woodruff Sawyer October 2001 - Present
Excite@Home 2000 - 2001
ABD Insurance and Financial Services 1997 - September 2000
Minet Insurance Services 1994 - 1997
Skills
Property & Casualty..., Workers Compensation, Enterprise Risk..., Professional Liability, Commercial Insurance, Network Security, Casualty, Employment Practices..., Directors & Officers..., Commercial Lines, Excess, Corporate Governance, Human Resources, Risk Assessment, New Business Development, Claims Management, Customer Service, Errors & Omissions, Umbrella Insurance, Property, Risk Management..., Fiduciary, Financial Institutions, Insurance, Employee Benefits, Legal Liability, Management, Liability Analysis, Brokers, Liability, Captives, Risk Management, Leadership, CRM, Underwriting, Mergers & Acquisitions, Litigation Management, Program Management, Inland Marine, D&O, Strategic Financial..., Financial Risk, Product Liability, General Insurance, Marketing, Finance, Sales, Insurance Brokerage, Financial Analysis
Education
Santa Clara University 1979 — 1983
Bachelor of Science, Political Science
Woodruff Sawyer October 2001 - Present
Excite@Home 2000 - 2001
ABD Insurance and Financial Services 1997 - September 2000
Minet Insurance Services 1994 - 1997
Skills
Property & Casualty..., Workers Compensation, Enterprise Risk..., Professional Liability, Commercial Insurance, Network Security, Casualty, Employment Practices..., Directors & Officers..., Commercial Lines, Excess, Corporate Governance, Human Resources, Risk Assessment, New Business Development, Claims Management, Customer Service, Errors & Omissions, Umbrella Insurance, Property, Risk Management..., Fiduciary, Financial Institutions, Insurance, Employee Benefits, Legal Liability, Management, Liability Analysis, Brokers, Liability, Captives, Risk Management, Leadership, CRM, Underwriting, Mergers & Acquisitions, Litigation Management, Program Management, Inland Marine, D&O, Strategic Financial..., Financial Risk, Product Liability, General Insurance, Marketing, Finance, Sales, Insurance Brokerage, Financial Analysis
Education
Santa Clara University 1979 — 1983
Bachelor of Science, Political Science
Louie Miller's ABD Insurance and Financial Services Experience May 2005 - September 2007
Job President at Benefit Resource Group
Industry Insurance
Experience
D.T.C. Chamber of Commerce 2011 - Present
Benefit Resource Group April 2010 - Present
CIA Leavitt Insurance February 2009 - April 2010
Master Minds Group 2009 - 2010
ABD Insurance and Financial Services May 2005 - September 2007
GCG Financial July 2000 - May 2005
Skills
Employee Benefits, Insurance, Disability Insurance, Long-term Care, Health Insurance, Strategic Planning, Leadership Development, Recruiting, Workers Compensation, Team Building, Employee Relations, Negotiation, Coaching, Succession Planning, Public Speaking, Healthcare, HRIS, Payroll, Performance Management, Deferred Compensation
Education
Pomona 1977 — 1980
Regis University
BA, Business Administration/Management/Marketing
D.T.C. Chamber of Commerce 2011 - Present
Benefit Resource Group April 2010 - Present
CIA Leavitt Insurance February 2009 - April 2010
Master Minds Group 2009 - 2010
ABD Insurance and Financial Services May 2005 - September 2007
GCG Financial July 2000 - May 2005
Skills
Employee Benefits, Insurance, Disability Insurance, Long-term Care, Health Insurance, Strategic Planning, Leadership Development, Recruiting, Workers Compensation, Team Building, Employee Relations, Negotiation, Coaching, Succession Planning, Public Speaking, Healthcare, HRIS, Payroll, Performance Management, Deferred Compensation
Education
Pomona 1977 — 1980
Regis University
BA, Business Administration/Management/Marketing
Jennifer Heliotes, CISR's ABD Insurance and Financial Services Experience March 2004 - December 2008
Job Account Executive at EPIC
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC) 2010 - Present
Wells Fargo Insurance Services USA, Inc. 2008 - 2010
ABD Insurance and Financial Services March 2004 - December 2008
HealthSouth 2002 - 2004
Skills
Non-profits, Construction, Medical Groups, Wineries, Insurance, Workers Compensation, Commercial Insurance, Sales, Account Management, Marketing, Brokers, Professional Liability, Nonprofits, Legal Liability, D&O, Property & Casualty..., Casualty Insurance, General Insurance, Liability
Education
Loyola Marymount University 1998 — 2002
BA, Business
Edgewood Partners Insurance Center (EPIC) 2010 - Present
Wells Fargo Insurance Services USA, Inc. 2008 - 2010
ABD Insurance and Financial Services March 2004 - December 2008
HealthSouth 2002 - 2004
Skills
Non-profits, Construction, Medical Groups, Wineries, Insurance, Workers Compensation, Commercial Insurance, Sales, Account Management, Marketing, Brokers, Professional Liability, Nonprofits, Legal Liability, D&O, Property & Casualty..., Casualty Insurance, General Insurance, Liability
Education
Loyola Marymount University 1998 — 2002
BA, Business
Jason Jenkins Jason Jenkins's ABD Insurance and Financial Services Experience 1995 - 1998
Job President at Alpha Surety & Insurance Brokerage LLC
Industry Financial Services
Experience
Alpha Surety & Insurance Brokerage LLC 2000 - Present
PromoRegistration.com 2000 - 2007
Capitol Indemnity Corporation 1998 - 2000
ABD Insurance and Financial Services 1995 - 1998
Education
Drury University 1988 — 1991
Alpha Surety & Insurance Brokerage LLC 2000 - Present
PromoRegistration.com 2000 - 2007
Capitol Indemnity Corporation 1998 - 2000
ABD Insurance and Financial Services 1995 - 1998
Education
Drury University 1988 — 1991
Harveen Bal's ABD Insurance and Financial Services Experience June 2015 - Present
Job Office Admin at Moody's Analytics
Industry Financial Services
Experience
ABD Insurance and Financial Services June 2015 - Present
Moody's Analytics November 2014 - Present
ASESS December 2012 - June 2014
Zale January 2011 - September 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Time Management, Data Analysis
Education
University of California, Davis 2011 — 2014
Bachelor's degree, Economics and Political Science
ABD Insurance and Financial Services June 2015 - Present
Moody's Analytics November 2014 - Present
ASESS December 2012 - June 2014
Zale January 2011 - September 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Time Management, Data Analysis
Education
University of California, Davis 2011 — 2014
Bachelor's degree, Economics and Political Science
Cat Tenney Cat Tenney's ABD Insurance and Financial Services Experience March 2000 - April 2002
Job Payroll Assistant for VSP
Industry Insurance
Experience
VSP Vision Care May 2015 - Present
Advanced Home Health February 2015 - May 2015
Gladding, McBean July 2013 - February 2015
Central Vermont Home Health & Hospice February 2010 - May 2013
Central Vermont Home Health & Hospice December 2007 - January 2010
Pastore Financial Group, LLC June 2007 - December 2007
Bruno Mark Financial, LPL January 2004 - May 2007
Rood & Dax Advanced Insurance Servics September 2002 - October 2003
ABD Insurance and Financial Services March 2000 - April 2002
Affiliated Computer Services September 1999 - March 2000
Skills
Payroll, Employee Benefits, Account Management, Customer Service, Human Resources, Recruiting, Accounts Payable, Data Entry, Health Insurance, Administrative..., Time Management, Account Reconciliation, Accounting, QuickBooks
Education
Golden Gate University 1990 — 1995
Management
Community College of Vermont 2011 — 2012
Accounting and Business/Management
Park University 1998 — 1999
Business Management
Cosumnes River College 1987 — 1990
General
Community College of the US Air Force 1985 — 1991
Accounting and Financial Management
Springfield High School 1981 — 1985
Diploma
VSP Vision Care May 2015 - Present
Advanced Home Health February 2015 - May 2015
Gladding, McBean July 2013 - February 2015
Central Vermont Home Health & Hospice February 2010 - May 2013
Central Vermont Home Health & Hospice December 2007 - January 2010
Pastore Financial Group, LLC June 2007 - December 2007
Bruno Mark Financial, LPL January 2004 - May 2007
Rood & Dax Advanced Insurance Servics September 2002 - October 2003
ABD Insurance and Financial Services March 2000 - April 2002
Affiliated Computer Services September 1999 - March 2000
Skills
Payroll, Employee Benefits, Account Management, Customer Service, Human Resources, Recruiting, Accounts Payable, Data Entry, Health Insurance, Administrative..., Time Management, Account Reconciliation, Accounting, QuickBooks
Education
Golden Gate University 1990 — 1995
Management
Community College of Vermont 2011 — 2012
Accounting and Business/Management
Park University 1998 — 1999
Business Management
Cosumnes River College 1987 — 1990
General
Community College of the US Air Force 1985 — 1991
Accounting and Financial Management
Springfield High School 1981 — 1985
Diploma
Terri Ezaki Terri Ezaki's ABD Insurance and Financial Services Experience November 1994 - December 2007
Job Principal at EPIC
Industry Insurance
Experience
EPIC February 2009 - Present
VRT Insurance Services, Inc. December 2007 - February 2009
ABD Insurance and Financial Services November 1994 - December 2007
Skills
Employee Benefits, Health Savings Accounts, Life Insurance, Health Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Insurance, Public Speaking, Team Building, Brokers, Benefits Administration
Education
Golden Gate University 2000 — 2002
BS, Business Administration
EPIC February 2009 - Present
VRT Insurance Services, Inc. December 2007 - February 2009
ABD Insurance and Financial Services November 1994 - December 2007
Skills
Employee Benefits, Health Savings Accounts, Life Insurance, Health Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Insurance, Public Speaking, Team Building, Brokers, Benefits Administration
Education
Golden Gate University 2000 — 2002
BS, Business Administration
Aaron Alvarado Aaron Alvarado's ABD Insurance and Financial Services Experience August 2005 - August 2007
Job Assitant Account Manager at Rick Gombar Insurance Services, Inc.
Industry Insurance
Experience
Rick Gombar Insurance Services, Inc. August 2008 - Present
Office Team January 2008 - July 2008
ABD Insurance and Financial Services August 2005 - August 2007
Century Theatres March 2002 - July 2005
Skills
Licensed Property &..., AMS360, Sagitta, Windows 7, Windows XP Pro, Mac OS, Microsoft Office
Education
Los Angeles Valley College
Paramount High School
Rick Gombar Insurance Services, Inc. August 2008 - Present
Office Team January 2008 - July 2008
ABD Insurance and Financial Services August 2005 - August 2007
Century Theatres March 2002 - July 2005
Skills
Licensed Property &..., AMS360, Sagitta, Windows 7, Windows XP Pro, Mac OS, Microsoft Office
Education
Los Angeles Valley College
Paramount High School
Daniel Gubbels Daniel Gubbels's ABD Insurance and Financial Services Experience 2005 - 2006
Job Commercial Insurance Broker L/P Insurance Services
Industry Insurance
Experience
LP Insurance Services September 2010 - Present
Wells Fargo 2006 - 2010
ABD Insurance and Financial Services 2005 - 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Sales Management, Sales, Workers Compensation, Strategic Planning, Account Management, Marketing Strategy, New Business Development, Umbrella Insurance, Liability, Marketing, D&O, Marketing Communications, Customer Service, General Insurance, Casualty, Risk Management
Education
Abilene Christian University 2004 — 2006
BBA, Marketing, Management
McQueen High School 1997 — 2000
State of Nevada
Resident Producer, Property, Casualty & Surety
LP Insurance Services September 2010 - Present
Wells Fargo 2006 - 2010
ABD Insurance and Financial Services 2005 - 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Sales Management, Sales, Workers Compensation, Strategic Planning, Account Management, Marketing Strategy, New Business Development, Umbrella Insurance, Liability, Marketing, D&O, Marketing Communications, Customer Service, General Insurance, Casualty, Risk Management
Education
Abilene Christian University 2004 — 2006
BBA, Marketing, Management
McQueen High School 1997 — 2000
State of Nevada
Resident Producer, Property, Casualty & Surety
Julianne Mibach Julianne Mibach's ABD Insurance and Financial Services Experience May 1993 - November 2003
Job Technical Consultant at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. March 2014 - Present
Ascension Benefits & Insurance Solutions November 2012 - January 2014
Craford Benefit Consultants December 2003 - November 2012
ABD Insurance and Financial Services May 1993 - November 2003
Skills
Health Insurance, Underwriting, Employee Benefits, Brokers, Life Insurance, Disability Insurance, Due Diligence, Health Savings Accounts, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Embroidery, Bicycling, Hiking, Camping, Reading, Enterprise Risk..., Loan Servicing, Fixed Income Analysis, Residential Mortgages, Professional Indemnity..., Strategic Planning, Risk Management, Benefits Administration, Human Resources, Managed Care, Management, Mergers & Acquisitions, Employee Relations, Deferred Compensation, Commercial Insurance, Analysis, Finance, 401k, Term Life Insurance, Group Insurance, Accident, Consumer Healthcare
Education
Gonzaga University 1979 — 1983
Bachelor of Business Administration, HR and English
Arthur J. Gallagher & Co. March 2014 - Present
Ascension Benefits & Insurance Solutions November 2012 - January 2014
Craford Benefit Consultants December 2003 - November 2012
ABD Insurance and Financial Services May 1993 - November 2003
Skills
Health Insurance, Underwriting, Employee Benefits, Brokers, Life Insurance, Disability Insurance, Due Diligence, Health Savings Accounts, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Embroidery, Bicycling, Hiking, Camping, Reading, Enterprise Risk..., Loan Servicing, Fixed Income Analysis, Residential Mortgages, Professional Indemnity..., Strategic Planning, Risk Management, Benefits Administration, Human Resources, Managed Care, Management, Mergers & Acquisitions, Employee Relations, Deferred Compensation, Commercial Insurance, Analysis, Finance, 401k, Term Life Insurance, Group Insurance, Accident, Consumer Healthcare
Education
Gonzaga University 1979 — 1983
Bachelor of Business Administration, HR and English
Christina Chicas Christina Chicas's ABD Insurance and Financial Services Experience May 2003 - June 2008
Job Business Applications Specialist at Wells Fargo Insurance Technology
Industry Information Technology and Services
Experience
Wells Fargo Insurance Services June 2010 - Present
Wells Fargo Insurance Services June 2008 - June 2010
ABD Insurance and Financial Services May 2003 - June 2008
Skills
Information Technology, Internet Troubleshooting, Technical Support, Analysis, Experienced Trainer, Customer Service, Customer Satisfaction, Microsoft Word, Microsoft Excel, WebEx, Live Meeting, Symantec Service Desk 7, Sagitta, CyberSure, Property & Casualty..., Black Box Testing, Zywave, Web Support, Training
Education
Colorado Technical University 2010 — 2015
Bachelors of Science, Business Administration Concentration Information Technology
Woodside High School 1992 — 1995
General, General Studies
Wells Fargo Insurance Services June 2010 - Present
Wells Fargo Insurance Services June 2008 - June 2010
ABD Insurance and Financial Services May 2003 - June 2008
Skills
Information Technology, Internet Troubleshooting, Technical Support, Analysis, Experienced Trainer, Customer Service, Customer Satisfaction, Microsoft Word, Microsoft Excel, WebEx, Live Meeting, Symantec Service Desk 7, Sagitta, CyberSure, Property & Casualty..., Black Box Testing, Zywave, Web Support, Training
Education
Colorado Technical University 2010 — 2015
Bachelors of Science, Business Administration Concentration Information Technology
Woodside High School 1992 — 1995
General, General Studies
Jeffrey Ravenscroft Jeffrey Ravenscroft's ABD Insurance and Financial Services Experience June 1994 - December 2006
Job Chief Account Executive at The Signature Insurance Group (BrakkeSchafnitz Insurance Brokers)
Industry Insurance
Experience
The Signature Insurance Group (Brakke-Schafnitz Insurance Brokers) August 2014 - Present
The Signature Insurance Group ( Brakke Schafnitz Insurance Brokers ) September 2011 - Present
Lawson-Hawks Insurance Associates March 2011 - September 2011
The Signature Insurance Group October 2010 - March 2011
Casswood Insurance Agency February 2008 - October 2008
ABD Insurance and Financial Services June 1994 - December 2006
Johnson and Higgins 1991 - 1994
Arkwright Mutual 1987 - 1989
Skills
Insurance, Property & Casualty..., Commercial Insurance, Professional Liability
Education
San Francisco State University, College of Business 1986 — 1988
Marketing
The Signature Insurance Group (Brakke-Schafnitz Insurance Brokers) August 2014 - Present
The Signature Insurance Group ( Brakke Schafnitz Insurance Brokers ) September 2011 - Present
Lawson-Hawks Insurance Associates March 2011 - September 2011
The Signature Insurance Group October 2010 - March 2011
Casswood Insurance Agency February 2008 - October 2008
ABD Insurance and Financial Services June 1994 - December 2006
Johnson and Higgins 1991 - 1994
Arkwright Mutual 1987 - 1989
Skills
Insurance, Property & Casualty..., Commercial Insurance, Professional Liability
Education
San Francisco State University, College of Business 1986 — 1988
Marketing
Suzanne Saunders-Burr Suzanne Saunders-Burr's ABD Insurance and Financial Services Experience November 2005 - December 2007
Job Principal
Industry Insurance
Experience
Mercer January 2008 - Present
ABD Insurance and Financial Services November 2005 - December 2007
Traxler & Tong October 2000 - November 2005
Education
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts, Economics
Mercer January 2008 - Present
ABD Insurance and Financial Services November 2005 - December 2007
Traxler & Tong October 2000 - November 2005
Education
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts, Economics
Frank DeJesus Frank DeJesus's ABD Insurance and Financial Services Experience November 1998 - January 2007
Job Underwriting Manager at Starr Companies
Industry Insurance
Experience
Starr Companies March 2013 - Present
The Navigators Group, Inc. 2011 - March 2013
Allied World Assurance Company (U.S.) Inc. January 2007 - 2011
ABD Insurance and Financial Services November 1998 - January 2007
AIG 1995 - 1998
Education
University of California, Berkeley
BA, Psychology
Starr Companies March 2013 - Present
The Navigators Group, Inc. 2011 - March 2013
Allied World Assurance Company (U.S.) Inc. January 2007 - 2011
ABD Insurance and Financial Services November 1998 - January 2007
AIG 1995 - 1998
Education
University of California, Berkeley
BA, Psychology
Diana Serchia Diana Serchia's ABD Insurance and Financial Services Experience June 1993 - May 1999
Job Claims Assistant at U.S. Aviation Underwriters, Inc.
Industry Airlines/Aviation
Experience
U.S. Aviation Underwriters, Inc. August 2002 - Present
ABD Insurance and Financial Services June 1993 - May 1999
Skills
Insurance, Property & Casualty..., Workers Compensation, Risk Management, Underwriting, Liability, Commercial Insurance, Brokers, Lotus Notes, Casualty, Aviation, Claims Management
Education
University of California, Berkeley 1998 — 2000
Certificate, Sports Marketing
San Francisco State University 1982 — 1988
BS, Business Administration
U.S. Aviation Underwriters, Inc. August 2002 - Present
ABD Insurance and Financial Services June 1993 - May 1999
Skills
Insurance, Property & Casualty..., Workers Compensation, Risk Management, Underwriting, Liability, Commercial Insurance, Brokers, Lotus Notes, Casualty, Aviation, Claims Management
Education
University of California, Berkeley 1998 — 2000
Certificate, Sports Marketing
San Francisco State University 1982 — 1988
BS, Business Administration
Adam Kiefer Adam Kiefer's ABD Insurance and Financial Services Experience September 2006 - December 2008
Job VP, Business Development at Nevada State Bank
Industry Insurance
Experience
Nevada State Bank April 2015 - Present
EMPLOYERS September 2013 - March 2015
EMPLOYERS August 2012 - September 2013
Wells Fargo Insurance Services September 2010 - August 2012
Wells Fargo Insurance Services January 2009 - September 2010
ABD Insurance and Financial Services September 2006 - December 2008
Education
University of Nevada-Reno 2008 — 2011
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2001 — 2005
Bachelor’s Degree, Political Science
Nevada State Bank April 2015 - Present
EMPLOYERS September 2013 - March 2015
EMPLOYERS August 2012 - September 2013
Wells Fargo Insurance Services September 2010 - August 2012
Wells Fargo Insurance Services January 2009 - September 2010
ABD Insurance and Financial Services September 2006 - December 2008
Education
University of Nevada-Reno 2008 — 2011
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2001 — 2005
Bachelor’s Degree, Political Science
Vern Taylor, AFSB Vern Taylor, AFSB's ABD Insurance and Financial Services Experience June 2007 - June 2008
Job Director of Leisure Sales at Nugget Casino Resort
Industry Hospitality
Experience
Nugget Casino Resort November 2013 - Present
Eventive Entertainment July 2011 - Present
MGM Resorts International - Circus Circus Reno August 2012 - November 2013
Gray Casualty & Surety August 2011 - July 2012
Western Insurance Company June 2008 - August 2011
ABD Insurance and Financial Services June 2007 - June 2008
The Hartford May 2005 - June 2007
Skills
Underwriting, Excel, Financial Analysis, Account Management, Microsoft Excel, Commercial Insurance, Insurance, Customer Service, Risk Management, Marketing, Sales, Team Building, Sales Management, Strategic Planning, Management, Budgets, New Business Development, Forecasting, Business Development, Finance, Contract Negotiation
Education
University of Nevada-Reno 2008 — 2010
MBA
University of Nevada-Reno 1999 — 2004
Business Administration, Marketing
The Institutes 2008 — 2010
Associate in Fidelity and Surety bonding
Nugget Casino Resort November 2013 - Present
Eventive Entertainment July 2011 - Present
MGM Resorts International - Circus Circus Reno August 2012 - November 2013
Gray Casualty & Surety August 2011 - July 2012
Western Insurance Company June 2008 - August 2011
ABD Insurance and Financial Services June 2007 - June 2008
The Hartford May 2005 - June 2007
Skills
Underwriting, Excel, Financial Analysis, Account Management, Microsoft Excel, Commercial Insurance, Insurance, Customer Service, Risk Management, Marketing, Sales, Team Building, Sales Management, Strategic Planning, Management, Budgets, New Business Development, Forecasting, Business Development, Finance, Contract Negotiation
Education
University of Nevada-Reno 2008 — 2010
MBA
University of Nevada-Reno 1999 — 2004
Business Administration, Marketing
The Institutes 2008 — 2010
Associate in Fidelity and Surety bonding
Mary Keck's ABD Insurance and Financial Services Experience January 1991 - October 2005
Job Assistant Account Executive at EPIC
Industry Insurance
Experience
EPIC December 2007 - Present
Arthur J. Gallagher and Co. October 2005 - December 2007
ABD Insurance and Financial Services January 1991 - October 2005
Sinclair Dwyer & Company, Inc. March 1986 - 1991
Skyline Plaza Pharmacy 1983 - 1986
Skills
Commercial Insurance, Property & Casualty..., Construction, Retai, Insurance, Commercial Lines, Sales
Education
College of San Mateo 1983 — 1985
Real Estate
National Alliance Insurance Institute
CIC-Certified Insurance Counselor; CISR-Certified Insurance Service Representative
EPIC December 2007 - Present
Arthur J. Gallagher and Co. October 2005 - December 2007
ABD Insurance and Financial Services January 1991 - October 2005
Sinclair Dwyer & Company, Inc. March 1986 - 1991
Skyline Plaza Pharmacy 1983 - 1986
Skills
Commercial Insurance, Property & Casualty..., Construction, Retai, Insurance, Commercial Lines, Sales
Education
College of San Mateo 1983 — 1985
Real Estate
National Alliance Insurance Institute
CIC-Certified Insurance Counselor; CISR-Certified Insurance Service Representative
Angela Meadows's ABD Insurance and Financial Services Experience 1994 - 2009
Job Content Strategist and Writer / MarCom Specialist
Industry Writing and Editing
Experience
Act-On Software, Inc. April 2015 - Present
El Dorado County DHSS January 2013 - April 2015
Meadows Marketing 2009 - April 2015
ABD Insurance and Financial Services 1994 - 2009
Skills
Social Media, Social Media Marketing, Marketing Communications, Copywriting, Online Advertising, Email Marketing, Advertising, Public Relations, Digital Marketing, Marketing Strategy, Blogging, Social Networking, Management, Film, Event Planning, Creative Direction, Editing, Marketing, Video, Video Production, Writing, Web Content, Film Production
Education
University of Washington 2010 — 2011
Certification, Social Media in Business - Technology & Implementation
Seattle Film Institute 2009 — 2009
Certificate, Social Media / Business Videos & Scriptwriting, A
San Jose State University 1986 — 1990
BA, Liberal Studies, Humanities, Education
Act-On Software, Inc. April 2015 - Present
El Dorado County DHSS January 2013 - April 2015
Meadows Marketing 2009 - April 2015
ABD Insurance and Financial Services 1994 - 2009
Skills
Social Media, Social Media Marketing, Marketing Communications, Copywriting, Online Advertising, Email Marketing, Advertising, Public Relations, Digital Marketing, Marketing Strategy, Blogging, Social Networking, Management, Film, Event Planning, Creative Direction, Editing, Marketing, Video, Video Production, Writing, Web Content, Film Production
Education
University of Washington 2010 — 2011
Certification, Social Media in Business - Technology & Implementation
Seattle Film Institute 2009 — 2009
Certificate, Social Media / Business Videos & Scriptwriting, A
San Jose State University 1986 — 1990
BA, Liberal Studies, Humanities, Education
Nate Wall Nate Wall's ABD Insurance and Financial Services Experience October 1996 - June 2003
Job Partner at i2i Benefits and Insurance Services, LLC.
Industry Financial Services
Experience
i2i Benefits and Insurance Services, LLC January 2012 - Present
The Vita Companies June 2003 - January 2012
ABD Insurance and Financial Services October 1996 - June 2003
Skills
Employee Benefits, Insurance, Human Resources, Retirement, Management, Retirement Planning, Customer Service, Employee Relations, 401k, Training, Finance, Mergers & Acquisitions, Retirement Plan..., Mutual Funds, Pensions
Education
San Jose State University 1996 — 1998
Bachelor of Science, Economics
Woodside High School 1990 — 1994
i2i Benefits and Insurance Services, LLC January 2012 - Present
The Vita Companies June 2003 - January 2012
ABD Insurance and Financial Services October 1996 - June 2003
Skills
Employee Benefits, Insurance, Human Resources, Retirement, Management, Retirement Planning, Customer Service, Employee Relations, 401k, Training, Finance, Mergers & Acquisitions, Retirement Plan..., Mutual Funds, Pensions
Education
San Jose State University 1996 — 1998
Bachelor of Science, Economics
Woodside High School 1990 — 1994
Braden Brady Badger's ABD Insurance and Financial Services Experience May 2004 - August 2004
Job Assistant Vice President, Commercial Real Estate Debt at U.S. Bank
Industry Real Estate
Experience
Commercial Real Estate - U.S. Bank August 2011 - Present
Venovate Holdings, Inc. April 2014 - September 2014
Marcus & Millichap Capital Corporation January 2010 - August 2011
MJW Investments May 2009 - July 2009
Chile Santiago North Mission June 2006 - June 2008
Greater Bay Bank May 2005 - August 2005
ABD Insurance and Financial Services May 2004 - August 2004
K&B Auto Detailing May 2001 - August 2004
ABD Insurance and Financial Services June 2003 - December 2003
Skills
Real Estate Economics, Financial Analysis, Loans, Real Estate Transactions, Due Diligence, Asset Management, Real Estate Development, Valuation, Investments, Real Estate, Disposition, Financial Modeling, Underwriting, Asset Managment, Construction Finance, Contract Negotiation, Microsoft Office, Microsoft Excel, Portfolio Management
Education
University of Southern California 2003 — 2009
Bachelors of Science, Real Estate Development
Menlo School 1999 — 2003
La Entrada
Commercial Real Estate - U.S. Bank August 2011 - Present
Venovate Holdings, Inc. April 2014 - September 2014
Marcus & Millichap Capital Corporation January 2010 - August 2011
MJW Investments May 2009 - July 2009
Chile Santiago North Mission June 2006 - June 2008
Greater Bay Bank May 2005 - August 2005
ABD Insurance and Financial Services May 2004 - August 2004
K&B Auto Detailing May 2001 - August 2004
ABD Insurance and Financial Services June 2003 - December 2003
Skills
Real Estate Economics, Financial Analysis, Loans, Real Estate Transactions, Due Diligence, Asset Management, Real Estate Development, Valuation, Investments, Real Estate, Disposition, Financial Modeling, Underwriting, Asset Managment, Construction Finance, Contract Negotiation, Microsoft Office, Microsoft Excel, Portfolio Management
Education
University of Southern California 2003 — 2009
Bachelors of Science, Real Estate Development
Menlo School 1999 — 2003
La Entrada
Cindy Gross Cindy Gross's ABD Insurance and Financial Services Experience 1999 - 2004
Job Senior Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2013 - Present
Cohn Reid O'Neill Insurance, a Risk Strategies Company February 2011 - May 2013
Marsh February 2004 - February 2011
ABD Insurance and Financial Services 1999 - 2004
Skills
Risk Management, Property & Casualty..., Underwriting, Negotiation, Insurance, Brokers, Commercial Insurance, Liability, Marketing, Financial Analysis, Strategic Planning, New Business Development, Employment Practices..., Health Insurance, Management, General Insurance, Mergers & Acquisitions, Customer Service, Professional Liability, Due Diligence
Education
University of Florida 1979 — 1983
BSBA, Business Marketing
University of Florida
Bachelor of Science Business Administration , Business, Marketing and Management
Wells Fargo Insurance Services August 2013 - Present
Cohn Reid O'Neill Insurance, a Risk Strategies Company February 2011 - May 2013
Marsh February 2004 - February 2011
ABD Insurance and Financial Services 1999 - 2004
Skills
Risk Management, Property & Casualty..., Underwriting, Negotiation, Insurance, Brokers, Commercial Insurance, Liability, Marketing, Financial Analysis, Strategic Planning, New Business Development, Employment Practices..., Health Insurance, Management, General Insurance, Mergers & Acquisitions, Customer Service, Professional Liability, Due Diligence
Education
University of Florida 1979 — 1983
BSBA, Business Marketing
University of Florida
Bachelor of Science Business Administration , Business, Marketing and Management
Debbie (Deb) Mangels's ABD Insurance and Financial Services Experience April 1995 - October 2007
Job SVP, Founding Principal, Broker/Consultant, EB at the ABD Team Providing compliant, cost effective benefit programs
Industry Insurance
Experience
The ABD Team July 2012 - Present
Vice President, Wells Fargo Insurance Services October 2007 - July 2012
ABD Insurance and Financial Services April 1995 - October 2007
Bayside Insurance Marketing, Inc September 1989 - April 1995
Jim Calloway and Associates 1987 - 1989
Borelli Insurance Agency April 1979 - September 1986
Skills
Have consulted in..., Broad knowledge of..., Employee Benefit Plan..., Employee Benefits, Leadership, Insurance, Property & Casualty..., Management, Brokers, Disability Insurance, Health Insurance, Workers Compensation, Strategy, CRM, Human Resources, Start-ups, Professional Liability, Employment Practices..., Life Insurance, Program Management, Underwriting
Education
Arizona State University 1976 — 1977
Graphic Art
College of San Mateo 1974 — 1975
The ABD Team July 2012 - Present
Vice President, Wells Fargo Insurance Services October 2007 - July 2012
ABD Insurance and Financial Services April 1995 - October 2007
Bayside Insurance Marketing, Inc September 1989 - April 1995
Jim Calloway and Associates 1987 - 1989
Borelli Insurance Agency April 1979 - September 1986
Skills
Have consulted in..., Broad knowledge of..., Employee Benefit Plan..., Employee Benefits, Leadership, Insurance, Property & Casualty..., Management, Brokers, Disability Insurance, Health Insurance, Workers Compensation, Strategy, CRM, Human Resources, Start-ups, Professional Liability, Employment Practices..., Life Insurance, Program Management, Underwriting
Education
Arizona State University 1976 — 1977
Graphic Art
College of San Mateo 1974 — 1975
Emily Oliver's ABD Insurance and Financial Services Experience September 2014 - March 2015
Job Student at Stanford University
Industry Sports
Experience
The Harker School November 2014 - May 2015
ABD Insurance and Financial Services September 2014 - March 2015
Stanford University September 2010 - June 2014
Stanford University September 2013 - December 2013
Stanford University August 2010 - November 2013
ABD Insurance and Financial Services June 2013 - July 2013
Stanford Sports Performance August 2012 - December 2012
Stanford University Youth Soccer Summer Camps June 2012 - July 2012
Flossmoor Station Restaurant and Brewery 2007 - 2010
Skills
Research, Coaching, Leadership, Strategic Data Analysis, Time Management, Risk Analysis, Life Sciences, Exercise Physiology, Interpersonal..., Marketing, Teaching, Social Media, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Human Biology
Homewood-Flossmoor High School 2006 — 2010
The Harker School November 2014 - May 2015
ABD Insurance and Financial Services September 2014 - March 2015
Stanford University September 2010 - June 2014
Stanford University September 2013 - December 2013
Stanford University August 2010 - November 2013
ABD Insurance and Financial Services June 2013 - July 2013
Stanford Sports Performance August 2012 - December 2012
Stanford University Youth Soccer Summer Camps June 2012 - July 2012
Flossmoor Station Restaurant and Brewery 2007 - 2010
Skills
Research, Coaching, Leadership, Strategic Data Analysis, Time Management, Risk Analysis, Life Sciences, Exercise Physiology, Interpersonal..., Marketing, Teaching, Social Media, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Human Biology
Homewood-Flossmoor High School 2006 — 2010
Craig Tinline Craig Tinline's ABD Insurance and Financial Services Experience 2006 - 2007
Job Senior Associate Global Benefits
Industry Human Resources
Experience
Mercer - International Consulting Practice April 2009 - Present
Mercer - U.S. Consulting Practice March 2007 - March 2009
ABD Insurance and Financial Services 2006 - 2007
Aon Consulting January 2003 - December 2006
Buck Consulting January 2001 - January 2003
Skills
Global Benefits..., Multinational Pooling, Growth Markets, Mergers and Acquisitions, Negotiation, Strategic Planning, Financial Analysis, Mergers, Client Communication, Governance, Budgeting, Data Analysis, Healthcare, Project Implementation, Project Management, Project Delivery, Financial Reporting, Management, Mergers & Acquisitions, Strategy
Education
George Fox University 2015 — 2017
Master of Business Administration (M.B.A.), Masters of Business Administration
University of Southern California 1996 — 2000
Bachelor’s Degree, Economics
Executive Education 1992 — 1994
Associate’s Degree, Business Management
Executive Education 1992 — 1994
Associate’s Degree, Marketing
Mercer - International Consulting Practice April 2009 - Present
Mercer - U.S. Consulting Practice March 2007 - March 2009
ABD Insurance and Financial Services 2006 - 2007
Aon Consulting January 2003 - December 2006
Buck Consulting January 2001 - January 2003
Skills
Global Benefits..., Multinational Pooling, Growth Markets, Mergers and Acquisitions, Negotiation, Strategic Planning, Financial Analysis, Mergers, Client Communication, Governance, Budgeting, Data Analysis, Healthcare, Project Implementation, Project Management, Project Delivery, Financial Reporting, Management, Mergers & Acquisitions, Strategy
Education
George Fox University 2015 — 2017
Master of Business Administration (M.B.A.), Masters of Business Administration
University of Southern California 1996 — 2000
Bachelor’s Degree, Economics
Executive Education 1992 — 1994
Associate’s Degree, Business Management
Executive Education 1992 — 1994
Associate’s Degree, Marketing
Cristina Varner, LUTCF, ARM Cristina Varner, LUTCF, ARM's ABD Insurance and Financial Services Experience 2000 - 2003
Job Life Science Insurance Specialist
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services July 2007 - July 2012
Wells Fargo Insurance Services (formerly abd Insurance and Financial Services) February 2006 - June 2007
Tri-City Brokerage 2003 - 2004
abd Insurance and Financial Services 2000 - 2003
Skills
Clinical Trials, Lifesciences, Product Liability, Professional Liability, Medical Devices, Property & Casualty..., Insurance, Pharmaceuticals, Liability, Biotechnology, Contract Negotiation, Legal Liability, Contract Review, Casualty, Start-ups, Contract Management, Commercial Insurance, Brokers, Contract Research..., Nutraceuticals, Strategy, Risk Management, Casualty Insurance
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Consumer & Family Studies
The ABD Team July 2012 - Present
Wells Fargo Insurance Services July 2007 - July 2012
Wells Fargo Insurance Services (formerly abd Insurance and Financial Services) February 2006 - June 2007
Tri-City Brokerage 2003 - 2004
abd Insurance and Financial Services 2000 - 2003
Skills
Clinical Trials, Lifesciences, Product Liability, Professional Liability, Medical Devices, Property & Casualty..., Insurance, Pharmaceuticals, Liability, Biotechnology, Contract Negotiation, Legal Liability, Contract Review, Casualty, Start-ups, Contract Management, Commercial Insurance, Brokers, Contract Research..., Nutraceuticals, Strategy, Risk Management, Casualty Insurance
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Consumer & Family Studies
Rebecca Restrepo Rebecca Restrepo's ABD Insurance and Financial Services Experience June 2001 - September 2005
Job Consultative Sales Executive
Industry Management Consulting
Experience
BlueRock Consulting LLC April 2006 - June 2013
Willis September 2005 - April 2006
ABD Insurance and Financial Services June 2001 - September 2005
Skills
Consultative Sales and..., Sales
Education
University of California, Davis 1996 — 1999
Master of Business Administration (M.B.A.), Finance emphasis, 3.77
BlueRock Consulting LLC April 2006 - June 2013
Willis September 2005 - April 2006
ABD Insurance and Financial Services June 2001 - September 2005
Skills
Consultative Sales and..., Sales
Education
University of California, Davis 1996 — 1999
Master of Business Administration (M.B.A.), Finance emphasis, 3.77
Eric Tausend Eric Tausend's ABD Insurance and Financial Services Experience June 2015 - Present
Job Account Executive – Client Advisor, Executive Protection Services at ABD Insurance and Financial Services
Industry Law Practice
Experience
ABD Insurance and Financial Services June 2015 - Present
Farella Braun + Martel LLP November 2010 - May 2015
Honorable Jeffrey S. White, U.S. District Court Northern District of California August 2009 - November 2009
Bell, Rosenberg & Hughes, LLP (now Kilpatrick Townsend & Stockton, LLP) May 2008 - August 2008
Casper, Meadows, Schwartz & Cook June 2006 - June 2007
Kirby Noonan Lance & Hoge LLP January 2006 - May 2006
Bell, Rosenberg & Hughes, LLP (now Kilpatrick Townsend & Stockton, LLP) 2004 - 2005
Skills
Legal Writing, Legal Research, Litigation, Employment Law, Litigation Support, Motions, Construction Law, Research, Policy, Civil Litigation, Commercial Litigation, Westlaw, Trials, Arbitration, Mediation, Courts, Insurance, Appeals
Education
University of California, Hastings College of the Law 2007 — 2010
Juris Doctor (J.D.), magna cum laude; GPA: 3.55; Rant: Top 7.60% (32/421)
San Diego State University-California State University 2002 — 2006
Bachelor's Degree, Political Science, summa cum laude; GPA: 3.90
ABD Insurance and Financial Services June 2015 - Present
Farella Braun + Martel LLP November 2010 - May 2015
Honorable Jeffrey S. White, U.S. District Court Northern District of California August 2009 - November 2009
Bell, Rosenberg & Hughes, LLP (now Kilpatrick Townsend & Stockton, LLP) May 2008 - August 2008
Casper, Meadows, Schwartz & Cook June 2006 - June 2007
Kirby Noonan Lance & Hoge LLP January 2006 - May 2006
Bell, Rosenberg & Hughes, LLP (now Kilpatrick Townsend & Stockton, LLP) 2004 - 2005
Skills
Legal Writing, Legal Research, Litigation, Employment Law, Litigation Support, Motions, Construction Law, Research, Policy, Civil Litigation, Commercial Litigation, Westlaw, Trials, Arbitration, Mediation, Courts, Insurance, Appeals
Education
University of California, Hastings College of the Law 2007 — 2010
Juris Doctor (J.D.), magna cum laude; GPA: 3.55; Rant: Top 7.60% (32/421)
San Diego State University-California State University 2002 — 2006
Bachelor's Degree, Political Science, summa cum laude; GPA: 3.90
Kenneth Threeths Kenneth Threeths's ABD Insurance and Financial Services Experience November 2004 - April 2007
Job Account Manager at Keenan and Associates
Industry Insurance
Experience
Keenan and Associates April 2007 - Present
ABD Insurance and Financial Services November 2004 - April 2007
Teradyne November 2000 - November 2004
Agilent Technologies December 1999 - November 2000
Hewlett-Packard June 1998 - December 1999
Skills
Employee Benefits, Benefits Administration, Insurance, Process Improvement, Program Management, Administration, Business Process, Account Management, Human Resources, Management, Training, Vendor Management, Strategic Planning, Employee Relations, Team Building, Health Insurance
Education
San Jose State University 1996 — 1999
Public Relations
Keenan and Associates April 2007 - Present
ABD Insurance and Financial Services November 2004 - April 2007
Teradyne November 2000 - November 2004
Agilent Technologies December 1999 - November 2000
Hewlett-Packard June 1998 - December 1999
Skills
Employee Benefits, Benefits Administration, Insurance, Process Improvement, Program Management, Administration, Business Process, Account Management, Human Resources, Management, Training, Vendor Management, Strategic Planning, Employee Relations, Team Building, Health Insurance
Education
San Jose State University 1996 — 1999
Public Relations
Kurt de Grosz Kurt de Grosz's ABD Insurance and Financial Services Experience 1994 - 1999
Job President and CoChairman at The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Peninsula Family Service June 2013 - Present
Insurance Leadership Network July 2009 - July 2012
Vertafore, Inc. September 2006 - March 2009
BenefitPoint January 1999 - September 2006
ABD Insurance and Financial Services 1994 - 1999
Transamerica Insurance Group 1989 - 1992
Skills
Brand Development, Business Analysis, Business Development, Business Planning, CRM, Consulting, Employee Benefits, Enterprise Software, Entrepreneurship, Executive Management, Insurance, Integration, Investments, Leadership, Management, Marketing, Mergers, Mergers, Mobile Devices, Negotiation, Project Management, Property, Risk Management, Sales, Strategic Partnerships, Strategy, Team Building, Team Leadership, Venture Capital, Web Applications, Workers Compensation, Property & Casualty...
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA
University of California, Los Angeles 1985 — 1989
BA, English
Crystal Springs Uplands 1981 — 1985
The ABD Team July 2012 - Present
Peninsula Family Service June 2013 - Present
Insurance Leadership Network July 2009 - July 2012
Vertafore, Inc. September 2006 - March 2009
BenefitPoint January 1999 - September 2006
ABD Insurance and Financial Services 1994 - 1999
Transamerica Insurance Group 1989 - 1992
Skills
Brand Development, Business Analysis, Business Development, Business Planning, CRM, Consulting, Employee Benefits, Enterprise Software, Entrepreneurship, Executive Management, Insurance, Integration, Investments, Leadership, Management, Marketing, Mergers, Mergers, Mobile Devices, Negotiation, Project Management, Property, Risk Management, Sales, Strategic Partnerships, Strategy, Team Building, Team Leadership, Venture Capital, Web Applications, Workers Compensation, Property & Casualty...
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA
University of California, Los Angeles 1985 — 1989
BA, English
Crystal Springs Uplands 1981 — 1985
Jim Settles Jim Settles's ABD Insurance and Financial Services Experience January 1995 - September 2008
Job Employee Benefits Practice Leader helping business leaders reduce employee benefits risk and expense
Industry Insurance
Experience
Woodruff Sawyer & Company September 2008 - Present
ABD Insurance and Financial Services January 1995 - September 2008
Skills
Employee Benefits, Strategic Planning, Insurance, Leadership, Health Insurance, Human Resources, Business Development, Underwriting, Brokers, New Business Development, Strategy, CRM, Budgets, Risk Management, Healthcare, Integrated Marketing, Negotiation, Management
Education
University of Pennsylvania - The Wharton School 1985 — 1994
Certified Employee Benefits Specialist
California State University-Sacramento 1980 — 1985
BS, Finance
Woodruff Sawyer & Company September 2008 - Present
ABD Insurance and Financial Services January 1995 - September 2008
Skills
Employee Benefits, Strategic Planning, Insurance, Leadership, Health Insurance, Human Resources, Business Development, Underwriting, Brokers, New Business Development, Strategy, CRM, Budgets, Risk Management, Healthcare, Integrated Marketing, Negotiation, Management
Education
University of Pennsylvania - The Wharton School 1985 — 1994
Certified Employee Benefits Specialist
California State University-Sacramento 1980 — 1985
BS, Finance
Samoy Jocelyn Samoy Jocelyn's ABD Insurance and Financial Services Experience May 1999 - November 2002
Job HR/Payroll Administrator at Fidelity National Financial
Industry Information Technology and Services
Experience
Fidelity National Financial February 2009 - Present
Chicago Title November 2002 - January 2009
ABD Insurance and Financial Services May 1999 - November 2002
Skills
Talent Acquisition, Employee Engagement, Process Improvement, Employee Relations, Recruiting, Vendor Management, Customer Service, Microsoft Office, Team Building, Negotiation, Microsoft Excel, Sales, Access, Human Resources, Employee Benefits, Training, Payroll
Education
San Joaquin Delta College
Thomas Edison High School, Stockton, CA
High School Diploma
Fidelity National Financial February 2009 - Present
Chicago Title November 2002 - January 2009
ABD Insurance and Financial Services May 1999 - November 2002
Skills
Talent Acquisition, Employee Engagement, Process Improvement, Employee Relations, Recruiting, Vendor Management, Customer Service, Microsoft Office, Team Building, Negotiation, Microsoft Excel, Sales, Access, Human Resources, Employee Benefits, Training, Payroll
Education
San Joaquin Delta College
Thomas Edison High School, Stockton, CA
High School Diploma
Phillip Lovas Phillip Lovas's ABD Insurance and Financial Services Experience August 2004 - January 2005
Job Quick Learning Junior Recruiter
Industry Human Resources
Experience
Nokia January 2008 - April 2008
NextWave Broadband September 2007 - November 2007
24 Hour Fitness May 2007 - July 2007
24 Hour Fitness January 2006 - July 2007
California State University San Marcos, Writing Center August 2005 - August 2006
24 Hour Fitness September 2005 - January 2006
California State University San Marcos, HREO Department August 2005 - October 2005
ABD Insurance and Financial Services August 2004 - January 2005
Sonoma State University August 2004 - December 2004
Vans June 2002 - June 2004
Education
Sonoma State University 2000 — 2004
B.S., Business Administration and Human Resources Management
Nokia January 2008 - April 2008
NextWave Broadband September 2007 - November 2007
24 Hour Fitness May 2007 - July 2007
24 Hour Fitness January 2006 - July 2007
California State University San Marcos, Writing Center August 2005 - August 2006
24 Hour Fitness September 2005 - January 2006
California State University San Marcos, HREO Department August 2005 - October 2005
ABD Insurance and Financial Services August 2004 - January 2005
Sonoma State University August 2004 - December 2004
Vans June 2002 - June 2004
Education
Sonoma State University 2000 — 2004
B.S., Business Administration and Human Resources Management
Julie Raff, GBA Julie Raff, GBA's ABD Insurance and Financial Services Experience April 2006 - May 2006
Job Employee Benefits Manager / Sr. Account Executive
Industry Insurance
Experience
Andreini and Company December 2010 - Present
Lockton Insurance Brokers, LLC June 2006 - March 2010
ABD Insurance and Financial Services April 2006 - May 2006
ABD Insurance and Financial Services March 2001 - May 2006
ABD Ins September 2002 - March 2006
BankAmerica Corp October 1998 - June 2002
Bank of America Corp February 1997 - September 1998
National Semiconductor September 1995 - November 1996
Charles Schwab & Co., Inc. April 1994 - August 1995
Mercer 1990 - 1994
Skills
Health Insurance, Employee Training, COBRA, Insurance, Employee Benefits, Human Resources, Health Savings Accounts, Life Insurance, Training, Underwriting, Disability Insurance, Management, Consulting, Health Care Reform, Negotiation, Strategy, Leadership, HRIS, Workers Compensation, Account Management
Education
San Francisco State University 1979 — 1981
BA, Political Science and Sociology
California Lutheran University 1977 — 1979
BA, Political Science and Sociology
Andreini and Company December 2010 - Present
Lockton Insurance Brokers, LLC June 2006 - March 2010
ABD Insurance and Financial Services April 2006 - May 2006
ABD Insurance and Financial Services March 2001 - May 2006
ABD Ins September 2002 - March 2006
BankAmerica Corp October 1998 - June 2002
Bank of America Corp February 1997 - September 1998
National Semiconductor September 1995 - November 1996
Charles Schwab & Co., Inc. April 1994 - August 1995
Mercer 1990 - 1994
Skills
Health Insurance, Employee Training, COBRA, Insurance, Employee Benefits, Human Resources, Health Savings Accounts, Life Insurance, Training, Underwriting, Disability Insurance, Management, Consulting, Health Care Reform, Negotiation, Strategy, Leadership, HRIS, Workers Compensation, Account Management
Education
San Francisco State University 1979 — 1981
BA, Political Science and Sociology
California Lutheran University 1977 — 1979
BA, Political Science and Sociology
Jason J. Macasieb, GBDS Jason J. Macasieb, GBDS's ABD Insurance and Financial Services Experience August 2007 - December 2008
Job Account Executive at BB&T
Industry Insurance
Experience
BB&T November 2012 - Present
Wells Fargo Insurance Services January 2011 - December 2012
Wells Fargo Insurance Services January 2009 - February 2011
ABD Insurance and Financial Services August 2007 - December 2008
Kaiser Foundation Health Plan October 2005 - August 2007
Open Solutions 2003 - 2005
United States Marine Corps August 1999 - August 2003
Skills
Account Management, Strategy, Customer Service, Sales, Competitive Analysis, Leadership, Management, Project Planning, Finance, Salesforce.com, Insurance
Education
California State University-East Bay 2003 — 2005
BS, Health Sciences
Peralta Community College 1999 — 2002
AA, Sociology, Mathematics
BB&T November 2012 - Present
Wells Fargo Insurance Services January 2011 - December 2012
Wells Fargo Insurance Services January 2009 - February 2011
ABD Insurance and Financial Services August 2007 - December 2008
Kaiser Foundation Health Plan October 2005 - August 2007
Open Solutions 2003 - 2005
United States Marine Corps August 1999 - August 2003
Skills
Account Management, Strategy, Customer Service, Sales, Competitive Analysis, Leadership, Management, Project Planning, Finance, Salesforce.com, Insurance
Education
California State University-East Bay 2003 — 2005
BS, Health Sciences
Peralta Community College 1999 — 2002
AA, Sociology, Mathematics
Jack Gertridge Jack Gertridge's ABD Insurance and Financial Services Experience May 2013 - August 2013
Job Market Development Associate at Virool
Industry Marketing and Advertising
Experience
Virool June 2015 - Present
Pocket Points LLC October 2014 - May 2015
ABD Insurance and Financial Services May 2013 - August 2013
Stanford Law School May 2013 - August 2013
JusCollege October 2012 - May 2013
Urban Outfitters June 2012 - August 2012
Lutticken's Delicatessen March 2008 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Group Work, Time Management, Motivation, Communication, Social Media, Event Management, Social Networking, Customer Service, Social Media Marketing, Event Planning, Sales, PowerPoint
Education
University of Colorado at Boulder 2011 — 2015
Communications and Business, Junior
Summit Preparatory 2007 — 2011
High School Diploma
Virool June 2015 - Present
Pocket Points LLC October 2014 - May 2015
ABD Insurance and Financial Services May 2013 - August 2013
Stanford Law School May 2013 - August 2013
JusCollege October 2012 - May 2013
Urban Outfitters June 2012 - August 2012
Lutticken's Delicatessen March 2008 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Group Work, Time Management, Motivation, Communication, Social Media, Event Management, Social Networking, Customer Service, Social Media Marketing, Event Planning, Sales, PowerPoint
Education
University of Colorado at Boulder 2011 — 2015
Communications and Business, Junior
Summit Preparatory 2007 — 2011
High School Diploma
Jenni Ellis Jenni Ellis's ABD Insurance and Financial Services Experience October 2006 - October 2007
Job Vice President, Sr. Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2006 - July 2012
Wells Fargo Insurance Services USA, Inc 2006 - July 2012
abd Insurance and Financial Services October 2006 - October 2007
Precept Group July 1998 - October 2006
Skills
Leadership, Insurance, Employee Benefits, Sales, Account Management
Education
California State University-Chico 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2006 - July 2012
Wells Fargo Insurance Services USA, Inc 2006 - July 2012
abd Insurance and Financial Services October 2006 - October 2007
Precept Group July 1998 - October 2006
Skills
Leadership, Insurance, Employee Benefits, Sales, Account Management
Education
California State University-Chico 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
Carter Helm's ABD Insurance and Financial Services Experience November 2006 - January 2008
Job Underwriter: Ocean Cargo at Starr Companies
Industry Insurance
Experience
Starr Companies April 2014 - Present
Starr Marine December 2011 - April 2014
Allianz Global Corporate & Specialty February 2008 - December 2011
ABD Insurance and Financial Services November 2006 - January 2008
Besso Ltd August 2005 - August 2006
Marsh UK September 2004 - December 2004
Skills
Liability, Insurance, Risk Assessment, Underwriting, Marine Insurance, Cargo Insurance, Risk Analysis, Casualty, Commercial Insurance, Inland Marine, Property & Casualty..., Brokers, Claim, Legal Liability, Excess, Professional Liability, Risk Management, Claims Management, General Insurance, Financial Risk, Commercial Lines, Workers Compensation, Customer Service, Insurance Brokerage
Education
Oxford Brookes University 2000 — 2003
Bachelors, International Business Management and Spanish Language
Southern Methodist University 1997 — 1998
Economics
Starr Companies April 2014 - Present
Starr Marine December 2011 - April 2014
Allianz Global Corporate & Specialty February 2008 - December 2011
ABD Insurance and Financial Services November 2006 - January 2008
Besso Ltd August 2005 - August 2006
Marsh UK September 2004 - December 2004
Skills
Liability, Insurance, Risk Assessment, Underwriting, Marine Insurance, Cargo Insurance, Risk Analysis, Casualty, Commercial Insurance, Inland Marine, Property & Casualty..., Brokers, Claim, Legal Liability, Excess, Professional Liability, Risk Management, Claims Management, General Insurance, Financial Risk, Commercial Lines, Workers Compensation, Customer Service, Insurance Brokerage
Education
Oxford Brookes University 2000 — 2003
Bachelors, International Business Management and Spanish Language
Southern Methodist University 1997 — 1998
Economics
Yumi Petersen's ABD Insurance and Financial Services Experience August 1998 - Present
Job Senior Account Manager at Wells Fargo Insruance Services Northwest, Inc.
Industry Insurance
Experience
ABD Insurance and Financial Services August 1998 - Present
Wells Fargo Insruance Services Northwest, Inc. August 1998 - Present
Bogle & Gates 1994 - 1998
Education
Scripps College 1986 — 1990
ABD Insurance and Financial Services August 1998 - Present
Wells Fargo Insruance Services Northwest, Inc. August 1998 - Present
Bogle & Gates 1994 - 1998
Education
Scripps College 1986 — 1990
Dawn Ramsey's ABD Insurance and Financial Services Experience 1998 - 2000
Job Global Employee Benefits Manager at A10 Networks
Industry Human Resources
Experience
A10 Networks December 2013 - Present
Check Point Software Technologies August 2013 - September 2013
Unwired Planet (FKA Openwave Systems) 2000 - 2013
ABD Insurance and Financial Services 1998 - 2000
The Prudential 1985 - 1997
Skills
Talent Management, HRIS, Vendor Management, SaaS, Mobile Technology, Mobile Devices, Process Improvement, Employee Benefits, Talent Acquisition, Mergers, Strategic Partnerships, Benefits Administration, Deferred Compensation, Program Management, Benefits Negotiation, Management, Mergers & Acquisitions, Benefits Design, Benefits Management, Retirement Benefits, Leave of Absence..., U.S. Immigration, Oracle Discoverer, Oracle HR, Sarbanes-Oxley, Bonus Programs, Compliance, Onboarding, Payroll, I-9 Compliance, Project Management, Workforce Planning
Education
Cañada College
A10 Networks December 2013 - Present
Check Point Software Technologies August 2013 - September 2013
Unwired Planet (FKA Openwave Systems) 2000 - 2013
ABD Insurance and Financial Services 1998 - 2000
The Prudential 1985 - 1997
Skills
Talent Management, HRIS, Vendor Management, SaaS, Mobile Technology, Mobile Devices, Process Improvement, Employee Benefits, Talent Acquisition, Mergers, Strategic Partnerships, Benefits Administration, Deferred Compensation, Program Management, Benefits Negotiation, Management, Mergers & Acquisitions, Benefits Design, Benefits Management, Retirement Benefits, Leave of Absence..., U.S. Immigration, Oracle Discoverer, Oracle HR, Sarbanes-Oxley, Bonus Programs, Compliance, Onboarding, Payroll, I-9 Compliance, Project Management, Workforce Planning
Education
Cañada College
Kris Datwyler's ABD Insurance and Financial Services Experience September 2004 - December 2008
Job Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services January 2009 - July 2012
ABD Insurance and Financial Services September 2004 - December 2008
McKesson 1997 - 2004
Skills
Customer Service, Account Management, Benefits Administration, Health Insurance, Employee Benefits, Insurance, Workers Compensation, Underwriting, Brokers, Health Savings Accounts, Open Enrollment, Disability Insurance, COBRA, Claim, Life Insurance
Education
Golden Gate University 1993 — 1995
Master of Science, Human Resources
California State University-Sacramento 1987 — 1991
Bachelor of Science ~ Business Administration, Human Resources
The ABD Team July 2012 - Present
Wells Fargo Insurance Services January 2009 - July 2012
ABD Insurance and Financial Services September 2004 - December 2008
McKesson 1997 - 2004
Skills
Customer Service, Account Management, Benefits Administration, Health Insurance, Employee Benefits, Insurance, Workers Compensation, Underwriting, Brokers, Health Savings Accounts, Open Enrollment, Disability Insurance, COBRA, Claim, Life Insurance
Education
Golden Gate University 1993 — 1995
Master of Science, Human Resources
California State University-Sacramento 1987 — 1991
Bachelor of Science ~ Business Administration, Human Resources
Velma Williford's ABD Insurance and Financial Services Experience 1988 - 1998
Job Consultant at Craford Benefit Consultants
Industry Insurance
Experience
Craford Benefit Consultants 2009 - Present
Craford Benefit Consultants June 2009 - November 2011
MHN 2006 - 2008
Kaiser Permanente 2002 - 2006
Sitzmann Morris & Lavis 2000 - 2001
Calco Insurance Brokers 1998 - 2000
ABD Insurance and Financial Services 1988 - 1998
COMPRO 1988 - 1998
House of Fabrics 1984 - 1987
Skills
Employee Benefits, Program Management, Insurance, Health Insurance, Team Building, Cross-functional Team..., Benefits Administration, Data Analysis, Leadership, Underwriting, Managed Care, Healthcare, Training, Customer Service, Negotiation, Analysis, Term Life Insurance, Change Management, Employee Relations, Strategy, Strategic Planning, FMLA, Human Resources, Business Relationship..., Workshop Facilitation, Long-term Care, Organizational..., Process Improvement, Account Management, Management, CRM, Disability Insurance
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 1999 — 2005
BS, Business Management
Craford Benefit Consultants 2009 - Present
Craford Benefit Consultants June 2009 - November 2011
MHN 2006 - 2008
Kaiser Permanente 2002 - 2006
Sitzmann Morris & Lavis 2000 - 2001
Calco Insurance Brokers 1998 - 2000
ABD Insurance and Financial Services 1988 - 1998
COMPRO 1988 - 1998
House of Fabrics 1984 - 1987
Skills
Employee Benefits, Program Management, Insurance, Health Insurance, Team Building, Cross-functional Team..., Benefits Administration, Data Analysis, Leadership, Underwriting, Managed Care, Healthcare, Training, Customer Service, Negotiation, Analysis, Term Life Insurance, Change Management, Employee Relations, Strategy, Strategic Planning, FMLA, Human Resources, Business Relationship..., Workshop Facilitation, Long-term Care, Organizational..., Process Improvement, Account Management, Management, CRM, Disability Insurance
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 1999 — 2005
BS, Business Management
Niko Washington's ABD Insurance and Financial Services Experience 1998 - 1999
Job Group Health, Life & Disability Consultant | Strategic Planner | Employee Benefits Compliance Expert
Industry Insurance
Experience
Johnson & Dugan 2000 - Present
Northern California Employee Benefits Council January 2013 - Present
Cigna Healthcare 1999 - 2000
ABD Insurance and Financial Services 1998 - 1999
United Healthcare 1996 - 1998
Skills
Employee Benefits, Benefits Administration, Human Resources, Employee Wellness..., Strategic Communications, Health Insurance, Strategic Planning, Insurance, Disability Insurance, Leadership, Health Savings Accounts, Business Planning, Mergers, Health Care Reform
Education
San Jose State University 1989 — 1992
BA, Political Science/Public Administration
California State University-Chico 1987 — 1989
Johnson & Dugan 2000 - Present
Northern California Employee Benefits Council January 2013 - Present
Cigna Healthcare 1999 - 2000
ABD Insurance and Financial Services 1998 - 1999
United Healthcare 1996 - 1998
Skills
Employee Benefits, Benefits Administration, Human Resources, Employee Wellness..., Strategic Communications, Health Insurance, Strategic Planning, Insurance, Disability Insurance, Leadership, Health Savings Accounts, Business Planning, Mergers, Health Care Reform
Education
San Jose State University 1989 — 1992
BA, Political Science/Public Administration
California State University-Chico 1987 — 1989
Ron Gregorio's ABD Insurance and Financial Services Experience 1999 - July 2006
Job Experienced Employee Benefits Consultant & Team Leader at EPIC
Industry Insurance
Experience
EPIC July 2014 - Present
Jenkins Insurance Group (A Leavitt Group Affiliate) August 2006 - July 2014
ABD Insurance and Financial Services 1999 - July 2006
Prudential Healthcare / Aetna Life Insurance December 1992 - June 2000
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Employee Relations, Underwriting, Disability Insurance, Workers Compensation, Benefits Administration, Human Resources, Performance Management, Managed Care, Health Savings Accounts, Life Insurance, Property & Casualty..., Claim, Personnel Management, Deferred Compensation, Risk Management, Claims Management, Legal Liability, HRIS, Recruiting, Term Life Insurance, Account Management, Leadership, Medicare, General Insurance, Liability, Succession Planning, COBRA, Reinsurance, Talent Acquisition, Commercial Lines, Strategic Planning, Professional Liability, Commercial Insurance, Talent Management, 401k, Applicant Tracking..., Long-term Care, D&O, Health Care Reform, Retirement, Onboarding, Mergers & Acquisitions, Group Insurance, Cold Calling, Defined Benefit
Education
University of the Philippines 1984 — 1988
BS
The George Washington University - School of Business
EPIC July 2014 - Present
Jenkins Insurance Group (A Leavitt Group Affiliate) August 2006 - July 2014
ABD Insurance and Financial Services 1999 - July 2006
Prudential Healthcare / Aetna Life Insurance December 1992 - June 2000
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Employee Relations, Underwriting, Disability Insurance, Workers Compensation, Benefits Administration, Human Resources, Performance Management, Managed Care, Health Savings Accounts, Life Insurance, Property & Casualty..., Claim, Personnel Management, Deferred Compensation, Risk Management, Claims Management, Legal Liability, HRIS, Recruiting, Term Life Insurance, Account Management, Leadership, Medicare, General Insurance, Liability, Succession Planning, COBRA, Reinsurance, Talent Acquisition, Commercial Lines, Strategic Planning, Professional Liability, Commercial Insurance, Talent Management, 401k, Applicant Tracking..., Long-term Care, D&O, Health Care Reform, Retirement, Onboarding, Mergers & Acquisitions, Group Insurance, Cold Calling, Defined Benefit
Education
University of the Philippines 1984 — 1988
BS
The George Washington University - School of Business
Ann Forman's ABD Insurance and Financial Services Experience December 1997 - March 2003
Job Accounts Payable Associate
Industry Accounting
Experience
Town of Hillsborough January 2015 - Present
Ronald C. Wornick Jewish Day School December 2007 - June 2014
ABD Insurance and Financial Services December 1997 - March 2003
Woodruff Sawyer August 1996 - November 1997
Skills
Insurance, Nonprofits, Event Management, Management, Invoicing, Teaching, Microsoft Office, Social Networking, Customer Service, Fundraising, Program Development, Data Analysis, Non-profit..., Budgets, Employee Benefits, Social Media Marketing, Community Outreach, Event Planning, Research, Spanish, Social Media, Program Management, Marketing Communications, Public Speaking, Microsoft Word
Education
University of Massachusetts, Amherst 1979 — 1983
B.S., Spanish, psychology
Longmeadow High School 1975 — 1979
Diploma, College prep
Blueberry Hill Elementary School 1966 — 1972
Town of Hillsborough January 2015 - Present
Ronald C. Wornick Jewish Day School December 2007 - June 2014
ABD Insurance and Financial Services December 1997 - March 2003
Woodruff Sawyer August 1996 - November 1997
Skills
Insurance, Nonprofits, Event Management, Management, Invoicing, Teaching, Microsoft Office, Social Networking, Customer Service, Fundraising, Program Development, Data Analysis, Non-profit..., Budgets, Employee Benefits, Social Media Marketing, Community Outreach, Event Planning, Research, Spanish, Social Media, Program Management, Marketing Communications, Public Speaking, Microsoft Word
Education
University of Massachusetts, Amherst 1979 — 1983
B.S., Spanish, psychology
Longmeadow High School 1975 — 1979
Diploma, College prep
Blueberry Hill Elementary School 1966 — 1972
Janet Reed's ABD Insurance and Financial Services Experience May 2013 - Present
Job Operations Manager Executive Protection Services Team
Industry Insurance
Experience
ABD Insurance and Financial Services May 2013 - Present
Travelers May 2011 - November 2012
NASDAQ - Carpenter Moore 1996 - 2010
Skills
Project Management, Performance Management, Analysis, Management, Insurance, Financial Risk, Risk Management, D&O, Employment Practices..., Professional Liability
Education
University of California, Santa Cruz
BA, Economics
ABD Insurance and Financial Services May 2013 - Present
Travelers May 2011 - November 2012
NASDAQ - Carpenter Moore 1996 - 2010
Skills
Project Management, Performance Management, Analysis, Management, Insurance, Financial Risk, Risk Management, D&O, Employment Practices..., Professional Liability
Education
University of California, Santa Cruz
BA, Economics
Fiona Tsang's ABD Insurance and Financial Services Experience March 2001 - March 2003
Job Corporate Strategic Sales at Chicago Title Company
Industry Real Estate
Experience
Chicago Title January 2012 - Present
Chicago Title March 2003 - January 2012
ABD Insurance and Financial Services March 2001 - March 2003
Skills
Business Analysis, Consultative Selling, Customer Relations
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Science, Physiological Science
Chicago Title January 2012 - Present
Chicago Title March 2003 - January 2012
ABD Insurance and Financial Services March 2001 - March 2003
Skills
Business Analysis, Consultative Selling, Customer Relations
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Science, Physiological Science
Larry Romo's ABD Insurance and Financial Services Experience 1999 - 2002
Job Sales professional with a strong financial and investment background.
Industry Investment Management
Experience
LRC Investments 2002 - Present
ABD Insurance and Financial Services 1999 - 2002
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Finance
Stanford University 1969 — 1972
BA, Economics
LRC Investments 2002 - Present
ABD Insurance and Financial Services 1999 - 2002
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Finance
Stanford University 1969 — 1972
BA, Economics
Sama Hershey Davis's ABD Insurance and Financial Services Experience November 2003 - September 2008
Job Vice President, Employee Benefits at EPIC
Industry Insurance
Experience
EPIC January 2014 - Present
PASCO HR January 2014 - Present
Woodruff-Sawyer & Co December 2013 - January 2014
Woodruff Sawyer January 2013 - December 2013
Woodruff-Sawyer & Co September 2008 - December 2012
PASCO HR July 2004 - July 2011
ABD Insurance and Financial Services November 2003 - September 2008
Pacific Pulmonary Services February 2001 - October 2003
Firemans Fund Insurance Company June 1999 - February 2001
Skills
Human Resources, Health Savings Accounts, Benefits Administration, Employee Benefits, Personnel Management, Insurance, Health Insurance, Disability Insurance, Brokers, COBRA, Life Insurance, Underwriting, Commercial Insurance, Professional Liability, Legal Liability, D&O, Casualty, Workers Compensation
Education
California State University-Sacramento 1997 — 1999
Bachelor of Science (BS), Business Administration, Concentration Human Resource Management
EPIC January 2014 - Present
PASCO HR January 2014 - Present
Woodruff-Sawyer & Co December 2013 - January 2014
Woodruff Sawyer January 2013 - December 2013
Woodruff-Sawyer & Co September 2008 - December 2012
PASCO HR July 2004 - July 2011
ABD Insurance and Financial Services November 2003 - September 2008
Pacific Pulmonary Services February 2001 - October 2003
Firemans Fund Insurance Company June 1999 - February 2001
Skills
Human Resources, Health Savings Accounts, Benefits Administration, Employee Benefits, Personnel Management, Insurance, Health Insurance, Disability Insurance, Brokers, COBRA, Life Insurance, Underwriting, Commercial Insurance, Professional Liability, Legal Liability, D&O, Casualty, Workers Compensation
Education
California State University-Sacramento 1997 — 1999
Bachelor of Science (BS), Business Administration, Concentration Human Resource Management
Flordelisa Flor Harris's ABD Insurance and Financial Services Experience 1999 - 2000
Job Vice President of Sales & Business Development Pacifc Coast Benefits Insurance Services, LLC
Industry Insurance
Experience
Pacifc Coast Benefits Insurance Services, LLC August 2013 - Present
Integra Insurance Services January 2001 - July 2013
ABD Insurance and Financial Services 1999 - 2000
Aetna 1998 - 1999
Vision Service Plan 1993 - 1999
Skills
Sales Management, Account Management, Business Strategy, Strategc Planning, Customer Relations, Insurance Brokerage, Health Insurance, Insurance Consulting, Customer Satisfaction, Customer Service, Project Planning, Management, Employee Benefits, Team Building, Disability Insurance, Health Savings Accounts, Insurance, Leadership, Brokers, Sales, Employment Practices..., Human Resources, Health Care Reform, Business Development, COBRA, Underwriting
Education
California State University-Sacramento
International Business & Spanish
Golden Gate University
Business Management
John F.Kennedy High School
University of Madrid
Spanish
Pacifc Coast Benefits Insurance Services, LLC August 2013 - Present
Integra Insurance Services January 2001 - July 2013
ABD Insurance and Financial Services 1999 - 2000
Aetna 1998 - 1999
Vision Service Plan 1993 - 1999
Skills
Sales Management, Account Management, Business Strategy, Strategc Planning, Customer Relations, Insurance Brokerage, Health Insurance, Insurance Consulting, Customer Satisfaction, Customer Service, Project Planning, Management, Employee Benefits, Team Building, Disability Insurance, Health Savings Accounts, Insurance, Leadership, Brokers, Sales, Employment Practices..., Human Resources, Health Care Reform, Business Development, COBRA, Underwriting
Education
California State University-Sacramento
International Business & Spanish
Golden Gate University
Business Management
John F.Kennedy High School
University of Madrid
Spanish
Karen Cannariato's ABD Insurance and Financial Services Experience July 1986 - April 1990
Job Senior Vice President of Executive Benefits at ISU Insurance Services
Industry Insurance
Experience
ISU Insurance Services November 2007 - Present
ABD Insurance and Financial Services July 1986 - April 1990
Education
University of California, Davis 1978 — 1981
Food Science, Food Science with emphasis on Business Management
ISU Insurance Services November 2007 - Present
ABD Insurance and Financial Services July 1986 - April 1990
Education
University of California, Davis 1978 — 1981
Food Science, Food Science with emphasis on Business Management
Helen Rucoba's ABD Insurance and Financial Services Experience 1995 - 2003
Job Disability Coordinator at Sutter Health
Industry Human Resources
Experience
Sutter Health April 2008 - Present
San Francisco Chronicle 2003 - 2007
ABD Insurance and Financial Services 1995 - 2003
Alexis Risk Management 1991 - 1994
GAP 1990 - 1991
Skills
Human Resources, Outlook, Management, Insurance, Claim, Training, Employee Benefits, Policy, Workers Compensation, HR Policies, Microsoft Excel, Benefits Administration, Risk Management, Deferred Compensation, Analysis, HRIS, Employee Relations, Project Management, Onboarding, Program Management
Education
San Francisco State University 1985 — 1988
Bachelor of Science (BS), Statistics
Sutter Health April 2008 - Present
San Francisco Chronicle 2003 - 2007
ABD Insurance and Financial Services 1995 - 2003
Alexis Risk Management 1991 - 1994
GAP 1990 - 1991
Skills
Human Resources, Outlook, Management, Insurance, Claim, Training, Employee Benefits, Policy, Workers Compensation, HR Policies, Microsoft Excel, Benefits Administration, Risk Management, Deferred Compensation, Analysis, HRIS, Employee Relations, Project Management, Onboarding, Program Management
Education
San Francisco State University 1985 — 1988
Bachelor of Science (BS), Statistics
Jacqueline Larrecou's ABD Insurance and Financial Services Experience April 1998 - October 2005
Job Office Manager
Industry Information Technology and Services
Experience
Gainsight April 2015 - Present
InnVision Shelter Network January 2014 - Present
Project Ninety Inc. February 2013 - March 2015
Redwood Associates Real Estate October 2005 - January 2011
ABD Insurance and Financial Services April 1998 - October 2005
Skills
Microsoft Office, Time Management, Team Management, Scheduling, Calendaring, Relationship Management, Confidentiality, Office Equipment, Office Administration, Office Management, Customer Service, Computer Proficiency, Account Management, Quality Assurance, Process Automation, Financial Modeling, Insurance, Mergers, Contract Negotiation, Selling, Accounts Payable, Management, Accounts Receivable, Underwriting, SaaS, Visio, Project Management, Real Estate, Investments, Management Consulting, Risk Management, Vendor Management, Salesforce.com, Team Building, Strategic Planning, Public Speaking, Business Development, Workers Compensation
Education
California Polytechnic State University-San Luis Obispo 1991 — 1992
Economics
Menlo 1987 — 1991
High School
Gainsight April 2015 - Present
InnVision Shelter Network January 2014 - Present
Project Ninety Inc. February 2013 - March 2015
Redwood Associates Real Estate October 2005 - January 2011
ABD Insurance and Financial Services April 1998 - October 2005
Skills
Microsoft Office, Time Management, Team Management, Scheduling, Calendaring, Relationship Management, Confidentiality, Office Equipment, Office Administration, Office Management, Customer Service, Computer Proficiency, Account Management, Quality Assurance, Process Automation, Financial Modeling, Insurance, Mergers, Contract Negotiation, Selling, Accounts Payable, Management, Accounts Receivable, Underwriting, SaaS, Visio, Project Management, Real Estate, Investments, Management Consulting, Risk Management, Vendor Management, Salesforce.com, Team Building, Strategic Planning, Public Speaking, Business Development, Workers Compensation
Education
California Polytechnic State University-San Luis Obispo 1991 — 1992
Economics
Menlo 1987 — 1991
High School
Mike Dranginis's ABD Insurance and Financial Services Experience Vice PresidentWells Fargo Insurance ServicesAugust 1980 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
ABD Insurance and Financial Services Vice PresidentWells Fargo Insurance ServicesAugust 1980 - Present
Education
University of Connecticut
Bachelor of Science in Insurance Administration, Insurance
ABD Insurance and Financial Services Vice PresidentWells Fargo Insurance ServicesAugust 1980 - Present
Education
University of Connecticut
Bachelor of Science in Insurance Administration, Insurance
Jody Fairfield's ABD Insurance and Financial Services Experience July 1993 - January 2009
Job Vice President at Wells Fargo Insurance Services USA, Inc.
Industry Insurance
Experience
Wells Fargo of California Insurance Services, Inc. January 2009 - Present
ABD Insurance and Financial Services July 1993 - January 2009
Association Insurance Programs, Inc. February 1979 - July 1993
Skills
Commercial Insurance, Casualty, Workers Compensation, Professional Liability, Liability, Legal Liability, Risk Management
Education
Saint Mary's College of California
BA, Business Management
Wells Fargo of California Insurance Services, Inc. January 2009 - Present
ABD Insurance and Financial Services July 1993 - January 2009
Association Insurance Programs, Inc. February 1979 - July 1993
Skills
Commercial Insurance, Casualty, Workers Compensation, Professional Liability, Liability, Legal Liability, Risk Management
Education
Saint Mary's College of California
BA, Business Management
Joseph Kong's ABD Insurance and Financial Services Experience September 2003 - February 2007
Job Desktop Support Technician III at Tesla Motors
Industry Information Technology and Services
Experience
Tesla Motors March 2013 - Present
VMware October 2011 - May 2014
Ascend Clinical February 2007 - October 2011
ABD Insurance and Financial Services September 2003 - February 2007
Skills
Windows Server, Active Directory, Troubleshooting, Microsoft SQL Server, VMware, SQL, XP, Visual Studio, Data Center, XML, SharePoint, ASP.NET, Technical Support, Virtualization, Operating Systems, DNS, Windows 7
Education
North Salem High 1982 — 1986
Ohlone College
VMware vSphere 4.1
Unitek Technical College
Information Technology
Tesla Motors March 2013 - Present
VMware October 2011 - May 2014
Ascend Clinical February 2007 - October 2011
ABD Insurance and Financial Services September 2003 - February 2007
Skills
Windows Server, Active Directory, Troubleshooting, Microsoft SQL Server, VMware, SQL, XP, Visual Studio, Data Center, XML, SharePoint, ASP.NET, Technical Support, Virtualization, Operating Systems, DNS, Windows 7
Education
North Salem High 1982 — 1986
Ohlone College
VMware vSphere 4.1
Unitek Technical College
Information Technology
Benjamin Gibb's ABD Insurance and Financial Services Experience March 1999 - March 2002
Job Senior Vice President at CRC Insurance
Industry Insurance
Experience
Crump Insurance May 2008 - Present
Equity Risk Partners April 2002 - April 2008
ABD Insurance and Financial Services March 1999 - March 2002
Marsh March 1994 - February 1999
Skills
Professional Liability...
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Risk Management/Insurance
Crump Insurance May 2008 - Present
Equity Risk Partners April 2002 - April 2008
ABD Insurance and Financial Services March 1999 - March 2002
Marsh March 1994 - February 1999
Skills
Professional Liability...
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Risk Management/Insurance
Debra Perry's ABD Insurance and Financial Services Experience July 2001 - 2008
Job The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
abd Insurance and Financial Services July 2001 - 2008
Skills
Start-ups, Employee Benefits, Underwriting, Insurance, Brokers, Sales, Account Management, Strategic Planning, Employment Practices..., Mergers, Strategic Financial..., Health Insurance, 401k, New Business Development, Finance, Mergers & Acquisitions, Professional Liability, Team Building, Disability Insurance, Benefits Administration, Risk Management, Property & Casualty..., Commercial Insurance, Investments, Workers Compensation, Life Insurance, D&O, Legal Liability, Health Savings Accounts
Education
San Jose State University 1981 — 1986
Bachelor's degree, Marketing
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
abd Insurance and Financial Services July 2001 - 2008
Skills
Start-ups, Employee Benefits, Underwriting, Insurance, Brokers, Sales, Account Management, Strategic Planning, Employment Practices..., Mergers, Strategic Financial..., Health Insurance, 401k, New Business Development, Finance, Mergers & Acquisitions, Professional Liability, Team Building, Disability Insurance, Benefits Administration, Risk Management, Property & Casualty..., Commercial Insurance, Investments, Workers Compensation, Life Insurance, D&O, Legal Liability, Health Savings Accounts
Education
San Jose State University 1981 — 1986
Bachelor's degree, Marketing
Nicole Pruitt's ABD Insurance and Financial Services Experience 2001 - 2004
Job Treatment and Marketing Coordinator at Los Altos Orthodontics
Industry Hospital & Health Care
Experience
Los Altos Orthodontics November 2011 - Present
ADP June 1997 - April 2012
ADP 2007 - 2010
ABD Insurance and Financial Services 2001 - 2004
Skills
Account Management, Benefits Administration, Business Development, Cold Calling, Employee Benefits, Marketing, Sales, Sales Management, Salesforce.com, Talent Acquisition, Sales Presentations, Sales Process
Education
University of California, Santa Barbara 1993 — 1997
BA, Sociology
Los Altos Orthodontics November 2011 - Present
ADP June 1997 - April 2012
ADP 2007 - 2010
ABD Insurance and Financial Services 2001 - 2004
Skills
Account Management, Benefits Administration, Business Development, Cold Calling, Employee Benefits, Marketing, Sales, Sales Management, Salesforce.com, Talent Acquisition, Sales Presentations, Sales Process
Education
University of California, Santa Barbara 1993 — 1997
BA, Sociology
Roxana Cugno's ABD Insurance and Financial Services Experience April 1998 - April 2001
Job Vice President, Employee Benefits at Bolton & Company
Industry Insurance
Experience
Bolton & Company April 2014 - Present
Bolton & Company August 2012 - Present
Gallagher Benefit Services April 2001 - August 2012
ABD Insurance and Financial Services April 1998 - April 2001
Financial Network Investment Corporation September 1994 - April 1998
Pepperdine University January 1995 - February 1997
Education
American Society for Training & Development 1998 — 1998
Train the Trainer
California State University-Long Beach 1997 — 1997
Human Resources, Management Certificate Program
Pepperdine University 1990 — 1993
BS, Business Administration
Warren High School
Bolton & Company April 2014 - Present
Bolton & Company August 2012 - Present
Gallagher Benefit Services April 2001 - August 2012
ABD Insurance and Financial Services April 1998 - April 2001
Financial Network Investment Corporation September 1994 - April 1998
Pepperdine University January 1995 - February 1997
Education
American Society for Training & Development 1998 — 1998
Train the Trainer
California State University-Long Beach 1997 — 1997
Human Resources, Management Certificate Program
Pepperdine University 1990 — 1993
BS, Business Administration
Warren High School
Susan Kristensen's ABD Insurance and Financial Services Experience April 2001 - November 2008
Job Assistant Vice President, Hugh Wood, Inc.
Industry Insurance
Experience
Hugh Wood, Inc. June 2014 - Present
AH&T November 2011 - June 2014
Global Insurance Specialists September 2010 - November 2011
Kibble & Prentice November 2008 - September 2010
ABD Insurance and Financial Services April 2001 - November 2008
Acordia Insurance October 1990 - April 2001
Kibble & Prentice Insurance October 1983 - August 1990
Clise Swanson, Inc June 1981 - October 1983
Burmeister & Wain May 1978 - June 1981
Harlan M. Mechelsen Insurance Agency June 1976 - May 1978
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Lines, Process Improvement, Umbrella Insurance, Casualty, Licensed Property &..., Brokers, Risk Management, Commercial Insurance, Professional Liability, Long-term Customer..., Liability, D&O, Legal Liability, General Insurance, Workers Compensation, Employment Practices...
Education
Cascade College of Commerce 1974 — 1976
Business
Sehome High School 1971 — 1974
high school, general
Shoreline Community College
Hugh Wood, Inc. June 2014 - Present
AH&T November 2011 - June 2014
Global Insurance Specialists September 2010 - November 2011
Kibble & Prentice November 2008 - September 2010
ABD Insurance and Financial Services April 2001 - November 2008
Acordia Insurance October 1990 - April 2001
Kibble & Prentice Insurance October 1983 - August 1990
Clise Swanson, Inc June 1981 - October 1983
Burmeister & Wain May 1978 - June 1981
Harlan M. Mechelsen Insurance Agency June 1976 - May 1978
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Lines, Process Improvement, Umbrella Insurance, Casualty, Licensed Property &..., Brokers, Risk Management, Commercial Insurance, Professional Liability, Long-term Customer..., Liability, D&O, Legal Liability, General Insurance, Workers Compensation, Employment Practices...
Education
Cascade College of Commerce 1974 — 1976
Business
Sehome High School 1971 — 1974
high school, general
Shoreline Community College
John Schwonke's ABD Insurance and Financial Services Experience May 1997 - October 2007
Job Retired at
Industry Insurance
Experience
Risk Management January 2010 - Present
Wells Fargo Insurance Services October 2007 - December 2009
ABD Insurance and Financial Services May 1997 - October 2007
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Syracuse University 1970 — 1974
BS, Chemical Engineering
Risk Management January 2010 - Present
Wells Fargo Insurance Services October 2007 - December 2009
ABD Insurance and Financial Services May 1997 - October 2007
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Syracuse University 1970 — 1974
BS, Chemical Engineering
Becky Maffei's ABD Insurance and Financial Services Experience 2001 - 2006
Job Executive Assistant at SanDisk
Industry Consumer Electronics
Experience
SanDisk July 2006 - Present
ABD Insurance and Financial Services 2001 - 2006
Serena Software 1996 - 2001
Syntex Pharmaceuticals 1976 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Visio, Microsoft Powerpoint, SAP Portal
Education
Chabot College
SanDisk July 2006 - Present
ABD Insurance and Financial Services 2001 - 2006
Serena Software 1996 - 2001
Syntex Pharmaceuticals 1976 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Visio, Microsoft Powerpoint, SAP Portal
Education
Chabot College
Melissa Zapadinsky's ABD Insurance and Financial Services Experience August 2005 - July 2006
Job Commercial Lines Producer
Industry Insurance
Experience
Direct Link McNeil Insurance October 2013 - Present
Direct Link McNeil Insurance October 2013 - October 2015
Hammond, Martin, Walsh & Smith March 2009 - October 2013
Greg Norris Insurance Agency August 2007 - November 2008
ABD Insurance and Financial Services August 2005 - July 2006
Skills
Insurance, Account Management, Commercial Insurance, Customer Service, Liability, Customer Relations, Excel, Workers Compensation, Qualifying Prospects, Microsoft Office, Marketing, New Business Development, Marketing Communications, Microsoft Excel, Event Planning, Entertainment Industry, Healthcare Industry, Networking, Online Marketing, Project Management, Risk Management, Sales
Education
Santa Rosa Junior College 1991 — 1994
Ursuline High School 1988 — 1991
High School
Direct Link McNeil Insurance October 2013 - Present
Direct Link McNeil Insurance October 2013 - October 2015
Hammond, Martin, Walsh & Smith March 2009 - October 2013
Greg Norris Insurance Agency August 2007 - November 2008
ABD Insurance and Financial Services August 2005 - July 2006
Skills
Insurance, Account Management, Commercial Insurance, Customer Service, Liability, Customer Relations, Excel, Workers Compensation, Qualifying Prospects, Microsoft Office, Marketing, New Business Development, Marketing Communications, Microsoft Excel, Event Planning, Entertainment Industry, Healthcare Industry, Networking, Online Marketing, Project Management, Risk Management, Sales
Education
Santa Rosa Junior College 1991 — 1994
Ursuline High School 1988 — 1991
High School
Linda Penn's ABD Insurance and Financial Services Experience 2000 - 2008
Job Accounts Payable Accountant at Esurance
Industry Accounting
Experience
Esurance August 2012 - May 2014
SamTrans September 2011 - March 2012
Gensler October 2010 - January 2011
Wells Fargo Insurance Services USA, Inc. 2008 - 2010
ABD Insurance and Financial Services 2000 - 2008
Windmill Inns at St. Phillips Plaza 1992 - 2000
Skills
Accounts Payable, General Ledger, Invoicing, Accruals, Journal Entries, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Purchasing, Microsoft Word, 10 Key, Auditing
Education
University of Phoenix 1998 — 2000
B.S., Accounting
Buena High School
Foothill College
Esurance August 2012 - May 2014
SamTrans September 2011 - March 2012
Gensler October 2010 - January 2011
Wells Fargo Insurance Services USA, Inc. 2008 - 2010
ABD Insurance and Financial Services 2000 - 2008
Windmill Inns at St. Phillips Plaza 1992 - 2000
Skills
Accounts Payable, General Ledger, Invoicing, Accruals, Journal Entries, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Purchasing, Microsoft Word, 10 Key, Auditing
Education
University of Phoenix 1998 — 2000
B.S., Accounting
Buena High School
Foothill College
Ryan Horikoshi's ABD Insurance and Financial Services Experience March 2000 - May 2005
Job Clinical Systems Analyst V at UC Davis Medical Center
Industry Information Services
Experience
UC Davis Medical Center November 2011 - Present
UC Davis Medical Center July 2007 - November 2011
UC Davis Medical Center June 2007 - July 2007
UC Davis Medical Center March 2006 - June 2007
ABD Insurance and Financial Services March 2000 - May 2005
Education
San Jose State University 1992 — 1999
BS, Management Information Systems
UC Davis Medical Center November 2011 - Present
UC Davis Medical Center July 2007 - November 2011
UC Davis Medical Center June 2007 - July 2007
UC Davis Medical Center March 2006 - June 2007
ABD Insurance and Financial Services March 2000 - May 2005
Education
San Jose State University 1992 — 1999
BS, Management Information Systems
Alicia Hinkell's ABD Insurance and Financial Services Experience June 2006 - September 2007
Job Receptionist at Google at Manpower
Industry Hospitality
Experience
Manpower September 2007 - Present
ABD Insurance and Financial Services June 2006 - September 2007
Sam Snead Real Estate June 2003 - September 2003
Sam Snead Real Estate June 2002 - September 2002
Education
University of California, Santa Cruz 2002 — 2006
BA, Psychology
Manpower September 2007 - Present
ABD Insurance and Financial Services June 2006 - September 2007
Sam Snead Real Estate June 2003 - September 2003
Sam Snead Real Estate June 2002 - September 2002
Education
University of California, Santa Cruz 2002 — 2006
BA, Psychology
Suzanne Holthaus's ABD Insurance and Financial Services Experience October 1999 - January 2004
Job Employee Benefits Account Coordinator
Industry Insurance
Experience
The ABD Team March 2014 - Present
Oracle January 2004 - March 2014
ABD Insurance and Financial Services October 1999 - January 2004
Skills
Benefits, Employee Benefits, Benefits Administration, Open Enrollment, Billing, Vendor Management, Insurance, Account Management, HRIS, Customer Service, Mergers, COBRA, FMLA, Payroll, PowerPoint, Excel, Word, Public Speaking, Health, Compliance, Performance Management, Management, Leadership, Employee Relations, Onboarding, Deferred Compensation, Invoicing, Microsoft Excel, Mergers & Acquisitions, Microsoft Word
Education
University of California, San Diego 1985 — 1988
B.S., Psychology
St. Francis High School
St. Francis High School
The ABD Team March 2014 - Present
Oracle January 2004 - March 2014
ABD Insurance and Financial Services October 1999 - January 2004
Skills
Benefits, Employee Benefits, Benefits Administration, Open Enrollment, Billing, Vendor Management, Insurance, Account Management, HRIS, Customer Service, Mergers, COBRA, FMLA, Payroll, PowerPoint, Excel, Word, Public Speaking, Health, Compliance, Performance Management, Management, Leadership, Employee Relations, Onboarding, Deferred Compensation, Invoicing, Microsoft Excel, Mergers & Acquisitions, Microsoft Word
Education
University of California, San Diego 1985 — 1988
B.S., Psychology
St. Francis High School
St. Francis High School
Isabel Ramirez's ABD Insurance and Financial Services Experience June 1998 - July 2000
Job Human Resources, Benefits Administrator
Industry Human Resources
Experience
Provident Credit Union April 2014 - Present
Levi Strauss & Co. July 2013 - February 2014
Telenav October 2006 - August 2012
HK Enterprises, DBA: Supercuts September 2005 - October 2006
Myers-Stevens & Co., Inc. April 2004 - September 2005
Williams-Sonoma, Inc. November 2003 - April 2004
Hall Kinion June 2000 - March 2003
ABD Insurance and Financial Services June 1998 - July 2000
Graphics Microsystems September 1995 - June 1998
Aetna November 1993 - August 1995
Skills
Employee Benefits, Benefits Administration, HRIS, Workers Compensation, ADP ReportSmith, PeopleSoft, Outlook, PowerPoint, Ultipro, ADP ezLaborManager, Microsoft Excel, Microsoft Office, Microsoft Word, Windows, ADP HRB, Lawson HRIS, Crystal Reports, Kronos, Ergonomics, Lotus Notes, Taleo, Jobvite, Human Resources
Education
University of Phoenix 1998 — 1998
Human Resources Management/Personnel Administration, General
Mission College 1996 — 1997
General Education
Provident Credit Union April 2014 - Present
Levi Strauss & Co. July 2013 - February 2014
Telenav October 2006 - August 2012
HK Enterprises, DBA: Supercuts September 2005 - October 2006
Myers-Stevens & Co., Inc. April 2004 - September 2005
Williams-Sonoma, Inc. November 2003 - April 2004
Hall Kinion June 2000 - March 2003
ABD Insurance and Financial Services June 1998 - July 2000
Graphics Microsystems September 1995 - June 1998
Aetna November 1993 - August 1995
Skills
Employee Benefits, Benefits Administration, HRIS, Workers Compensation, ADP ReportSmith, PeopleSoft, Outlook, PowerPoint, Ultipro, ADP ezLaborManager, Microsoft Excel, Microsoft Office, Microsoft Word, Windows, ADP HRB, Lawson HRIS, Crystal Reports, Kronos, Ergonomics, Lotus Notes, Taleo, Jobvite, Human Resources
Education
University of Phoenix 1998 — 1998
Human Resources Management/Personnel Administration, General
Mission College 1996 — 1997
General Education
Faye Lewis's ABD Insurance and Financial Services Experience 2005 - 2009
Job Vice President/ Sr Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2009 - July 2012
ABD Insurance and Financial Services 2005 - 2009
Reliance Standard 2003 - 2005
BenefitPoint 1999 - 2003
ABD Insurance and Financial Services 1996 - 1999
Skills
Employee Benefits, Project Management, Account Management, Customer Engagement, Helping Clients Succeed, Benefits Design, Customer Retention, Benefits Analysis, Program Implementation, Supportive, Process Efficiency, Exceeding Customer..., Project Delivery, Compliance, Vendor Relationships, Solution Implementation, Health Insurance
Education
San Jose State University 1991 — 1995
Bachelor of Science (B.S.)
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2009 - July 2012
ABD Insurance and Financial Services 2005 - 2009
Reliance Standard 2003 - 2005
BenefitPoint 1999 - 2003
ABD Insurance and Financial Services 1996 - 1999
Skills
Employee Benefits, Project Management, Account Management, Customer Engagement, Helping Clients Succeed, Benefits Design, Customer Retention, Benefits Analysis, Program Implementation, Supportive, Process Efficiency, Exceeding Customer..., Project Delivery, Compliance, Vendor Relationships, Solution Implementation, Health Insurance
Education
San Jose State University 1991 — 1995
Bachelor of Science (B.S.)
Cheryl Suzuki's ABD Insurance and Financial Services Experience 2003 - 2006
Job Retired Home Specialist
Industry Recreational Facilities and Services
Experience
Marsh Risk Insurance Services April 2007 - August 2014
ABD Insurance and Financial Services 2003 - 2006
Willis 2001 - 2003
Parker, Smith & Feek 1997 - 2000
Skills
General Insurance, Account Management, D&O, Professional Liability, Microsoft Word, Sales, Excess, Construction, Commercial Insurance, Marketing, PowerPoint, Commercial Lines, Umbrella Insurance, Customer Service, Property & Casualty..., Building Relationships, Workers Compensation, Liability, Microsoft Excel, Brokers, Insurance, New Business Development, Casualty, Microsoft Office, Employment Practices...
Education
Central Washington University
Education
Marsh Risk Insurance Services April 2007 - August 2014
ABD Insurance and Financial Services 2003 - 2006
Willis 2001 - 2003
Parker, Smith & Feek 1997 - 2000
Skills
General Insurance, Account Management, D&O, Professional Liability, Microsoft Word, Sales, Excess, Construction, Commercial Insurance, Marketing, PowerPoint, Commercial Lines, Umbrella Insurance, Customer Service, Property & Casualty..., Building Relationships, Workers Compensation, Liability, Microsoft Excel, Brokers, Insurance, New Business Development, Casualty, Microsoft Office, Employment Practices...
Education
Central Washington University
Education
Leigh Speicher's ABD Insurance and Financial Services Experience July 1994 - January 1995
Job Senior Principal at Equity Risk Partners
Industry Insurance
Experience
Equity Risk Partners October 2013 - Present
Ascension Insurance, Inc. February 2013 - September 2013
Sitzmann Morris & Lavis September 2009 - February 2013
Sitzmann Morris & Lavis Insurance Agency May 2007 - September 2009
Jenkins Athens Insurance Services May 2003 - May 2007
BenefitPoint April 2000 - May 2003
California Bankers Insurance Services April 1998 - April 2000
Anthem Health & Life Insurance Company January 1995 - April 1998
ABD Insurance and Financial Services July 1994 - January 1995
MassMutual August 1992 - July 1994
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Strategic Planning, Start-ups, Sales, Customer Service, Project Management, Salesforce.com, Health Savings Accounts, Brokers, Strategy, Outlook, Call Centers, Human Resources, Leadership, Benefits Administration, CRM, Market Research, Customer Satisfaction, Disability Insurance, Marketing, Change Management, Underwriting, Budgets
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (BA), Communication Studies with a Specialization in Business Administration
Equity Risk Partners October 2013 - Present
Ascension Insurance, Inc. February 2013 - September 2013
Sitzmann Morris & Lavis September 2009 - February 2013
Sitzmann Morris & Lavis Insurance Agency May 2007 - September 2009
Jenkins Athens Insurance Services May 2003 - May 2007
BenefitPoint April 2000 - May 2003
California Bankers Insurance Services April 1998 - April 2000
Anthem Health & Life Insurance Company January 1995 - April 1998
ABD Insurance and Financial Services July 1994 - January 1995
MassMutual August 1992 - July 1994
Skills
Employee Benefits, Insurance, Health Insurance, Account Management, Strategic Planning, Start-ups, Sales, Customer Service, Project Management, Salesforce.com, Health Savings Accounts, Brokers, Strategy, Outlook, Call Centers, Human Resources, Leadership, Benefits Administration, CRM, Market Research, Customer Satisfaction, Disability Insurance, Marketing, Change Management, Underwriting, Budgets
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Arts (BA), Communication Studies with a Specialization in Business Administration
Christine Nishimura's ABD Insurance and Financial Services Experience January 2001 - August 2004
Job Strategic Broker Account Manager at PlanSource
Industry Insurance
Experience
PlanSource September 2015 - Present
EPIC March 2015 - September 2015
syncHR/BENU August 2014 - March 2015
BENU, Inc. February 2011 - August 2014
BENU, Inc. June 2008 - January 2011
BENU, Inc. January 2006 - May 2008
Alfred B. Fowler, Attorney At Law May 2005 - December 2006
ABD Insurance and Financial Services January 2001 - August 2004
ABD Insurance and Financial Services November 1999 - December 2000
Thomson Learning 1995 - 1998
Skills
Insurance, Employee Benefits, Brokers, Benefits, Health Insurance, Sales, Product Management, Management, Health Savings Accounts, Human Resources, Risk Management, Benefits Administration, Sales Operations, Leadership, Account Management, Strategic Planning, Strategy
Education
Kaplan University 2004 — 2006
Certificate, Paralegal
California State University-Hayward - School of Business and Economics 1985 — 1989
Bachelor of Science, Business, Personnel Admin, Industrial Relations
PlanSource September 2015 - Present
EPIC March 2015 - September 2015
syncHR/BENU August 2014 - March 2015
BENU, Inc. February 2011 - August 2014
BENU, Inc. June 2008 - January 2011
BENU, Inc. January 2006 - May 2008
Alfred B. Fowler, Attorney At Law May 2005 - December 2006
ABD Insurance and Financial Services January 2001 - August 2004
ABD Insurance and Financial Services November 1999 - December 2000
Thomson Learning 1995 - 1998
Skills
Insurance, Employee Benefits, Brokers, Benefits, Health Insurance, Sales, Product Management, Management, Health Savings Accounts, Human Resources, Risk Management, Benefits Administration, Sales Operations, Leadership, Account Management, Strategic Planning, Strategy
Education
Kaplan University 2004 — 2006
Certificate, Paralegal
California State University-Hayward - School of Business and Economics 1985 — 1989
Bachelor of Science, Business, Personnel Admin, Industrial Relations
John Bolce, CRIS's ABD Insurance and Financial Services Experience May 2005 - January 2008
Job Managing Shareholder of Northern California Operations at LP Insurance Services Inc
Industry Insurance
Experience
LP Insurance Service Inc October 2012 - Present
Wells Fargo Insurance Services USA Inc January 2008 - October 2012
ABD Insurance and Financial Services May 2005 - January 2008
Chartwell/Lucini Parish Insurance Services February 2001 - May 2005
McGee & Thielen Insurance Brokers September 1987 - February 2001
Aetna Casualty & Surety Company June 1986 - September 1987
Xerox Corporation January 1984 - May 1986
Skills
Insurance, Workers Compensation, Commercial Insurance, New Business Development, Financial Risk, Property & Casualty..., Professional Liability, Liability, Employee Benefits, Underwriting, Risk Management, D&O, Legal Liability, Sales Process, Excess, Employment Practices..., Brokers, Umbrella Insurance, Salesforce.com, Casualty, Commercial Lines, Customer Service, Claims Management, Account Management, Risk Assessment, Claim, Health Insurance, Management, Reinsurance, General Insurance, Sales, Casualty Insurance
Education
California State University-Sacramento 1981 — 1983
B.A., English, Business Administration
LP Insurance Service Inc October 2012 - Present
Wells Fargo Insurance Services USA Inc January 2008 - October 2012
ABD Insurance and Financial Services May 2005 - January 2008
Chartwell/Lucini Parish Insurance Services February 2001 - May 2005
McGee & Thielen Insurance Brokers September 1987 - February 2001
Aetna Casualty & Surety Company June 1986 - September 1987
Xerox Corporation January 1984 - May 1986
Skills
Insurance, Workers Compensation, Commercial Insurance, New Business Development, Financial Risk, Property & Casualty..., Professional Liability, Liability, Employee Benefits, Underwriting, Risk Management, D&O, Legal Liability, Sales Process, Excess, Employment Practices..., Brokers, Umbrella Insurance, Salesforce.com, Casualty, Commercial Lines, Customer Service, Claims Management, Account Management, Risk Assessment, Claim, Health Insurance, Management, Reinsurance, General Insurance, Sales, Casualty Insurance
Education
California State University-Sacramento 1981 — 1983
B.A., English, Business Administration
Richard Huebner's ABD Insurance and Financial Services Experience 1990 - 1995
Job Account Executive and Producer at Gordon Associates Insurance Services
Industry Insurance
Experience
Gordon Associates Insurance Services June 2010 - Present
DreamCycle and The Jam Stallions October 2009 - Present
Crystal Clear Piano Sevices August 2008 - Present
Richard Huebner Insurance Sales August 2007 - Present
ABD Insurance and Financial Services 1990 - 1995
Skills
Insurance, Customer Service, Property & Casualty..., Commercial Insurance, Fixed Annuities, Workers Compensation, Piano, Event Management, Liability, Legal Liability, Sales, Musical Theatre, Casualty, Disability Insurance, Health Insurance
Education
Crystal Springs/Uplands Schools 1978 — 1980
San Francisco University High School 1976 — 1978
Golden Gate University
Gordon Associates Insurance Services June 2010 - Present
DreamCycle and The Jam Stallions October 2009 - Present
Crystal Clear Piano Sevices August 2008 - Present
Richard Huebner Insurance Sales August 2007 - Present
ABD Insurance and Financial Services 1990 - 1995
Skills
Insurance, Customer Service, Property & Casualty..., Commercial Insurance, Fixed Annuities, Workers Compensation, Piano, Event Management, Liability, Legal Liability, Sales, Musical Theatre, Casualty, Disability Insurance, Health Insurance
Education
Crystal Springs/Uplands Schools 1978 — 1980
San Francisco University High School 1976 — 1978
Golden Gate University
Kevin Koppes, MNPL's ABD Insurance and Financial Services Experience October 2000 - June 2003
Job Nonprofit professional
Industry Human Resources
Experience
Epilepsy Foundation Northwest January 2009 - Present
PROVAIL 2010 - Present
Group Health Cooperative 2005 - 2008
Aetna June 2003 - November 2005
ABD Insurance and Financial Services October 2000 - June 2003
Access Benefits Group 1996 - 1998
Skills
Strategy, Grants, Strategic Planning, Public Speaking, Grant Writing, Program Development, Leadership Development, Social Media, Program Management, Public Relations, Sales, Finance, Leadership, Research, Event Management, Team Building
Education
Seattle University 2011 — 2013
Masters in Nonprofit Leadership
Saint Mary's College of California 1992 — 1996
BA, Human Resources
Epilepsy Foundation Northwest January 2009 - Present
PROVAIL 2010 - Present
Group Health Cooperative 2005 - 2008
Aetna June 2003 - November 2005
ABD Insurance and Financial Services October 2000 - June 2003
Access Benefits Group 1996 - 1998
Skills
Strategy, Grants, Strategic Planning, Public Speaking, Grant Writing, Program Development, Leadership Development, Social Media, Program Management, Public Relations, Sales, Finance, Leadership, Research, Event Management, Team Building
Education
Seattle University 2011 — 2013
Masters in Nonprofit Leadership
Saint Mary's College of California 1992 — 1996
BA, Human Resources
Frank Ross's ABD Insurance and Financial Services Experience 1994 - 1998
Job Vice President, Wells Fargo
Industry Insurance
Experience
Wells Fargo Insurance Services 2009 - Present
Aon 2007 - 2009
NASDAQ 2003 - 2005
Aon Risk Services 1998 - 2002
ABD Insurance and Financial Services 1994 - 1998
Skills
Risk Management, Start-ups, High Tech, Lifesciences, Private Equity, Venture Capital, Insurance, Property & Casualty..., Management, Underwriting, Executive Management, Mergers & Acquisitions
Education
California State University-Sacramento
BS, Business Administration
Golden Gate University
MBA, Finance/Risk Management
Wells Fargo Insurance Services 2009 - Present
Aon 2007 - 2009
NASDAQ 2003 - 2005
Aon Risk Services 1998 - 2002
ABD Insurance and Financial Services 1994 - 1998
Skills
Risk Management, Start-ups, High Tech, Lifesciences, Private Equity, Venture Capital, Insurance, Property & Casualty..., Management, Underwriting, Executive Management, Mergers & Acquisitions
Education
California State University-Sacramento
BS, Business Administration
Golden Gate University
MBA, Finance/Risk Management
Sandi Hobson's ABD Insurance and Financial Services Experience June 2000 - December 2006
Job Senior Account Executive
Industry Insurance
Experience
RT Specialty 2012 - August 2014
Andreini & Company March 2006 - June 2012
ABD Insurance and Financial Services June 2000 - December 2006
Skills
CIC - Certified..., Employment Practices..., Commercial Insurance, Property & Casualty..., D&O, Professional Liability, Legal Liability, Brokers, Workers Compensation, Casualty, Commercial Lines, Insurance, Liability, General Insurance, Excess, Umbrella Insurance, Captives, Casualty Insurance
Education
College of San Mateo
Associate of Arts (AA), Business
College of San Mateo
RT Specialty 2012 - August 2014
Andreini & Company March 2006 - June 2012
ABD Insurance and Financial Services June 2000 - December 2006
Skills
CIC - Certified..., Employment Practices..., Commercial Insurance, Property & Casualty..., D&O, Professional Liability, Legal Liability, Brokers, Workers Compensation, Casualty, Commercial Lines, Insurance, Liability, General Insurance, Excess, Umbrella Insurance, Captives, Casualty Insurance
Education
College of San Mateo
Associate of Arts (AA), Business
College of San Mateo
Kevin Yoast's ABD Insurance and Financial Services Experience February 2013 - November 2013
Job AVP Territory Manager at ACE Private Risk Services
Industry Insurance
Experience
ACE Private Risk Services April 2015 - Present
Fireman's Fund Insurance Company March 2014 - April 2015
Fireman's Fund Insurance Company December 2013 - February 2014
ABD Insurance and Financial Services February 2013 - November 2013
AIG March 2012 - June 2012
AIG June 2009 - February 2012
AIG January 2008 - May 2009
AIG July 2007 - December 2007
KPBS April 2005 - June 2007
Skills
Underwriting, Property & Casualty..., Risk Management, General Insurance, Insurance, Liability, Casualty, Brokers, D&O, Employment Practices..., Reinsurance, Claim, Workers Compensation, Umbrella Insurance, Excess
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (B.A.), Public Administraion and Urban Studies, Emphasis in City Planning
ACE Private Risk Services April 2015 - Present
Fireman's Fund Insurance Company March 2014 - April 2015
Fireman's Fund Insurance Company December 2013 - February 2014
ABD Insurance and Financial Services February 2013 - November 2013
AIG March 2012 - June 2012
AIG June 2009 - February 2012
AIG January 2008 - May 2009
AIG July 2007 - December 2007
KPBS April 2005 - June 2007
Skills
Underwriting, Property & Casualty..., Risk Management, General Insurance, Insurance, Liability, Casualty, Brokers, D&O, Employment Practices..., Reinsurance, Claim, Workers Compensation, Umbrella Insurance, Excess
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (B.A.), Public Administraion and Urban Studies, Emphasis in City Planning
Yumi Petersen's ABD Insurance and Financial Services Experience 2007 - 2008
Job Director of Marine Broking at Servco Pacific Insurance
Industry Insurance
Experience
Servco Pacific Insurance December 2014 - Present
Servco Pacific Insurance October 2012 - Present
Servco Insurance Services Washington LLC September 2010 - October 2012
Wells Fargo Insurance Services 2008 - 2010
ABD Insurance and Financial Services 2007 - 2008
ABD Insurance and Financial Services 2004 - 2007
Sullivan & Curtis 1998 - 2004
Bogle & Gates 1994 - 1998
Skills
Underwriting, Risk Management, Account Management, Negotiation, Casualty, New Business Development, Strategic Planning, Employee Benefits, Sales Management, Sales, Management, Team Building, Maritime, Leadership, Claim, Analysis, Marketing Strategy, Marketing, Executive Management, Contract Negotiation, Commercial Lines, Customer Service, Liability, Insurance, Umbrella Insurance, Claims Management, Business Analysis, General Insurance, Legal Liability, Pricing, Financial Risk, Professional Liability, Project Management, Workers Compensation, Training
Education
Scripps College
BA, Government
Seattle University School of Law
JD, Law
Servco Pacific Insurance December 2014 - Present
Servco Pacific Insurance October 2012 - Present
Servco Insurance Services Washington LLC September 2010 - October 2012
Wells Fargo Insurance Services 2008 - 2010
ABD Insurance and Financial Services 2007 - 2008
ABD Insurance and Financial Services 2004 - 2007
Sullivan & Curtis 1998 - 2004
Bogle & Gates 1994 - 1998
Skills
Underwriting, Risk Management, Account Management, Negotiation, Casualty, New Business Development, Strategic Planning, Employee Benefits, Sales Management, Sales, Management, Team Building, Maritime, Leadership, Claim, Analysis, Marketing Strategy, Marketing, Executive Management, Contract Negotiation, Commercial Lines, Customer Service, Liability, Insurance, Umbrella Insurance, Claims Management, Business Analysis, General Insurance, Legal Liability, Pricing, Financial Risk, Professional Liability, Project Management, Workers Compensation, Training
Education
Scripps College
BA, Government
Seattle University School of Law
JD, Law
Dominique Cortez-Preciado's ABD Insurance and Financial Services Experience December 1999 - 2006
Job Underwriting Analyst Management Liability at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group January 2015 - Present
The Hanover Insurance Group September 2012 - Present
Wells Fargo Insurance Services August 2010 - August 2012
Wells Fargo Insurance Services 2006 - August 2010
ABD Insurance and Financial Services December 1999 - 2006
Skills
Underwriting, Professional Liability, Brokers, Commercial Insurance, Property & Casualty..., Insurance, Liability, Casualty, Employment Practices..., Risk Management, General Insurance, Customer Service, Legal Liability, D&O
Education
City College of San Francisco 1999 — 2003
Hawaii Pacific University 1998 — 1999
International Business
The Hanover Insurance Group January 2015 - Present
The Hanover Insurance Group September 2012 - Present
Wells Fargo Insurance Services August 2010 - August 2012
Wells Fargo Insurance Services 2006 - August 2010
ABD Insurance and Financial Services December 1999 - 2006
Skills
Underwriting, Professional Liability, Brokers, Commercial Insurance, Property & Casualty..., Insurance, Liability, Casualty, Employment Practices..., Risk Management, General Insurance, Customer Service, Legal Liability, D&O
Education
City College of San Francisco 1999 — 2003
Hawaii Pacific University 1998 — 1999
International Business
Gina Basa's ABD Insurance and Financial Services Experience March 2005 - January 2014
Job Financial Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services February 2014 - Present
ABD Insurance and Financial Services March 2005 - January 2014
Cheskin Research January 1999 - February 2001
American Airlines May 1996 - October 2000
Skills
Journal Entries, Accruals, Invoicing, Insurance, Accounting, Payroll, Finance, Access, Outlook, Accounts Payable, Analysis, Auditing
Education
Ateneo Graduate School of Business 1995 — 1995
Basic Computer Programming, Basic Computer Programming
Laguna College, Laguna Philippines 1983 — 1987
Bachelor of Science (BSc), Major in Accounting
Wells Fargo Insurance Services February 2014 - Present
ABD Insurance and Financial Services March 2005 - January 2014
Cheskin Research January 1999 - February 2001
American Airlines May 1996 - October 2000
Skills
Journal Entries, Accruals, Invoicing, Insurance, Accounting, Payroll, Finance, Access, Outlook, Accounts Payable, Analysis, Auditing
Education
Ateneo Graduate School of Business 1995 — 1995
Basic Computer Programming, Basic Computer Programming
Laguna College, Laguna Philippines 1983 — 1987
Bachelor of Science (BSc), Major in Accounting
Doug Alburger's ABD Insurance and Financial Services Experience January 1975 - January 2009
Job Independent Insurance Professional
Industry Insurance
Experience
ABD Insurance and Financial Services January 1975 - January 2009
Education
Stanford University Graduate School of Business 1979 — 1983
Masters, Business
ABD Insurance and Financial Services January 1975 - January 2009
Education
Stanford University Graduate School of Business 1979 — 1983
Masters, Business
Catherine (Hull) Cyr's ABD Insurance and Financial Services Experience July 2005 - July 2007
Job ASA II and Box Office Manager at California State University, East Bay
Industry Higher Education
Experience
California State University, East Bay July 2007 - Present
ABD Insurance and Financial Services July 2005 - July 2007
Live Nation February 1990 - July 2005
Skills
PowerPoint, Excel, Word, Accounting, Advertising, Administration, Customer Service, Bookkeeping, Box Office Management, Promotions, Microsoft Excel, Theatre, Microsoft Word, Management, System Administration, Social Media, Dance, Editing, Event Management, Public Speaking, Event Planning, Nonprofits, Marketing, Social Networking, Fundraising
Education
California State University-East Bay 2008 — 2015
Bachelor of Arts Degree, Marketing and Corporate Management
Los Angeles Pierce College 1981 — 1985
Associate's Degree, Liberal Arts
William Howard Taft University 1983 — 1983
High School, General Education
California State University, East Bay July 2007 - Present
ABD Insurance and Financial Services July 2005 - July 2007
Live Nation February 1990 - July 2005
Skills
PowerPoint, Excel, Word, Accounting, Advertising, Administration, Customer Service, Bookkeeping, Box Office Management, Promotions, Microsoft Excel, Theatre, Microsoft Word, Management, System Administration, Social Media, Dance, Editing, Event Management, Public Speaking, Event Planning, Nonprofits, Marketing, Social Networking, Fundraising
Education
California State University-East Bay 2008 — 2015
Bachelor of Arts Degree, Marketing and Corporate Management
Los Angeles Pierce College 1981 — 1985
Associate's Degree, Liberal Arts
William Howard Taft University 1983 — 1983
High School, General Education
Douglas Bull's ABD Insurance and Financial Services Experience April 2002 - October 2008
Job Account Executive at Aon
Industry Financial Services
Experience
Aon October 2008 - Present
ABD Insurance and Financial Services April 2002 - October 2008
CWC Insurance Underwriting Managers May 2000 - April 2002
Interstate Insurance Group December 1992 - May 2000
Education
University of California, Berkeley
B.A., Political Science
Aon October 2008 - Present
ABD Insurance and Financial Services April 2002 - October 2008
CWC Insurance Underwriting Managers May 2000 - April 2002
Interstate Insurance Group December 1992 - May 2000
Education
University of California, Berkeley
B.A., Political Science
Jessica Joyce's ABD Insurance and Financial Services Experience July 2015 - Present
Job Senior Account Manager, Employee Benefits at ABD Insurance and Financial Services
Industry Insurance
Experience
ABD Insurance and Financial Services July 2015 - Present
Willis March 2012 - July 2015
LTC Solutions, Inc. June 2008 - March 2012
Pearson VUE June 2006 - May 2008
Washington Appellate Project June 2001 - May 2008
Skills
Financial Services, Marketing, Administrative..., Customer Service, Employee Benefits, Life and Disability..., MS Office Suite, Client Services, Human Resources
Education
Gonzaga University 2004 — 2008
Bachelor of Arts, Business Administration
ABD Insurance and Financial Services July 2015 - Present
Willis March 2012 - July 2015
LTC Solutions, Inc. June 2008 - March 2012
Pearson VUE June 2006 - May 2008
Washington Appellate Project June 2001 - May 2008
Skills
Financial Services, Marketing, Administrative..., Customer Service, Employee Benefits, Life and Disability..., MS Office Suite, Client Services, Human Resources
Education
Gonzaga University 2004 — 2008
Bachelor of Arts, Business Administration
Stephen Olsen's ABD Insurance and Financial Services Experience June 2003 - January 2008
Job Claims Director at Servco Pacific Insurance
Industry Insurance
Experience
Servco Pacific Insurance October 2010 - Present
Wells Fargo Insurance Services January 2008 - October 2010
ABD Insurance and Financial Services June 2003 - January 2008
Sullivan & Curtis of Washington, LLC January 1994 - June 2003
Skills
Claims Management, Claims Investigations, Marine Insurance, Commercial Insurance, Inland Marine, Property & Casualty..., Claim, Liability, Casualty, Insurance, Underwriting, Commercial Lines, Legal Liability, Maritime, Personal Injury, Risk Management, Shipping, Reinsurance, Litigation Management, Workers Compensation, Arbitration, Professional Liability, Employee Benefits, Transportation, Casualty Insurance
Education
Miami University 1975 — 1978
B.S., Education
Denison University 1973 — 1975
Finneytown HS
Servco Pacific Insurance October 2010 - Present
Wells Fargo Insurance Services January 2008 - October 2010
ABD Insurance and Financial Services June 2003 - January 2008
Sullivan & Curtis of Washington, LLC January 1994 - June 2003
Skills
Claims Management, Claims Investigations, Marine Insurance, Commercial Insurance, Inland Marine, Property & Casualty..., Claim, Liability, Casualty, Insurance, Underwriting, Commercial Lines, Legal Liability, Maritime, Personal Injury, Risk Management, Shipping, Reinsurance, Litigation Management, Workers Compensation, Arbitration, Professional Liability, Employee Benefits, Transportation, Casualty Insurance
Education
Miami University 1975 — 1978
B.S., Education
Denison University 1973 — 1975
Finneytown HS
Teichman Michael's ABD Insurance and Financial Services Experience February 1996 - July 1999
Job DropIn Center Aid at Momentum for Mental Health
Industry Computer Software
Experience
Momentum for Mental Health February 2013 - Present
Momentum for Mental Health December 2011 - February 2013
United States Mission February 2008 - August 2010
Port of Oakland November 2006 - April 2007
Everdream August 1999 - May 2005
ABD Insurance and Financial Services February 1996 - July 1999
Barclays Capital March 1991 - February 1996
Skills
Microsoft Office, Presentations, Consultative Selling..., Customer Retention, Training, Management, Program Management, Strategic Partnerships, Sales, Time Management, Sales Operations, Business Development, Public Speaking, Marketing, Team Leadership, Employee Benefits, Call Centers, Networking, Team Building, Speech Writing, Editing, Relationship Management, Retirement Planning, Investment Management, Employee Training, phone sales
Education
San Diego State University-California State University 1987 — 1990
Bachelor of Applied Arts and Sciences, Speech Communication and Rhetoric
Momentum for Mental Health February 2013 - Present
Momentum for Mental Health December 2011 - February 2013
United States Mission February 2008 - August 2010
Port of Oakland November 2006 - April 2007
Everdream August 1999 - May 2005
ABD Insurance and Financial Services February 1996 - July 1999
Barclays Capital March 1991 - February 1996
Skills
Microsoft Office, Presentations, Consultative Selling..., Customer Retention, Training, Management, Program Management, Strategic Partnerships, Sales, Time Management, Sales Operations, Business Development, Public Speaking, Marketing, Team Leadership, Employee Benefits, Call Centers, Networking, Team Building, Speech Writing, Editing, Relationship Management, Retirement Planning, Investment Management, Employee Training, phone sales
Education
San Diego State University-California State University 1987 — 1990
Bachelor of Applied Arts and Sciences, Speech Communication and Rhetoric
Bryan Trieu's ABD Insurance and Financial Services Experience January 2015 - Present
Job Accounting Representative at ABD Insurance and Financial Services
Industry
Experience
ABD Insurance and Financial Services January 2015 - Present
Interior Motions, Inc. November 2013 - June 2014
Education
UC Berkeley 2010 — 2014
ABD Insurance and Financial Services January 2015 - Present
Interior Motions, Inc. November 2013 - June 2014
Education
UC Berkeley 2010 — 2014