Acordia, Inc.
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Acordia, Inc. Employees
Tatum, a Randstad company August 2014 - Present
Schneider Advisors 2013 - 2014
Ascension Insurance, Inc. 2008 - 2013
Hales & Company 2008 - 2009
USI Holdings, Inc. 2002 - 2007
Anthem, Inc. (Now WellPoint Inc.) 1996 - 2002
Acordia, Inc. 1992 - 1996
Touche Ross & Co 1975 - 1981
Skills
Insurance, Mergers & Acquisitions, Risk Management, Employee Benefits, Private Equity, Mergers, Strategic Planning, Finance, Commercial Insurance, Corporate Finance, Health Insurance, General Insurance, Property & Casualty..., Workers Compensation, Financial Analysis, Reinsurance, Insurance Brokerage, Underwriting, Brokers, Management, Deferred Compensation, Operations Management, IT Operations, Healthcare, Investment Banking, Executive Coaching, Claim, Strategic and..., Organizational Alignment, Mergers, Acquisitions..., Mutual Company..., M&A experience, Finance, IT, Accounting..., Human Resources, Change..., Change Management, Leadership Development, Financial and..., SEC filings, Information Technology, Facilities and Real..., Shared Services..., Corporate Governance, Private Equity..., Banking and Investor..., IPO, Organizational..., Talent Management, Human Resource..., M&A execution, Organizational...
Education
State University of New York at Albany
Bachelor of Science (BS), Accounting
Harvard Business School
Executive Program
Hanesbrands Inc. October 2014 - Present
AH&T Insurance April 2013 - October 2014
Univar Inc. December 2012 - April 2013
Synectics Inc. (Contractor for Univar USA Inc) February 2012 - December 2012
Beecher Carlson August 2008 - December 2011
KPMG March 2007 - August 2008
Acordia, Inc. October 2005 - February 2007
Marriott International February 1999 - October 2005
Windsor Group Insurance October 1997 - January 1999
Omni Insurance June 1996 - August 1996
Skills
Insurance, Claim, Workers Compensation, Claims Management, Property & Casualty..., Risk Management, Automobile Liability, Commercial Insurance, Casualty, Liability, Commercial Lines, Umbrella Insurance, Underwriting, Financial Risk, Brokers, Leadership, CRM, Legal Liability, Professional Liability, General Insurance, D&O, Employment Practices..., Litigation Management, Directors & Officers..., Excess, Insurance Brokerage, Risk Analysis, Liability Analysis, Casualty Insurance
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1993 — 1997
BBA, Risk Management & Insurance
Jones Lang LaSalle May 2005 - Present
Acordia, Inc. July 2003 - May 2005
Heidrick & Struggles February 2001 - July 2003
Whittman-Hart / marchFIRST October 1999 - February 2001
Stone Container Corporation December 1990 - July 1999
BorgWarner 1987 - 1989
Skills
Business Intelligence, Finance, Financial Accounting, Financial Reporting, Financial Systems, General Ledger, Hyperion Enterprise, Hyperion Planning, PeopleSoft, Sarbanes-Oxley Act, Smartview, ERP, Variance Analysis, Consolidation, Budgets, Financial Analysis, Hyperion
Education
DePaul University 1985 — 1988
B.S.
Milberg Consulting LLC October 2000 - Present
Acordia, Inc. January 1991 - September 2000
Skills
Profit Sharing, Retirement, Retirement Planning, Employee Benefits, Pensions, Pension Administration, ERISA, Defined Benefit, Financial Advisory, Estate Planning, 401k, Roth IRA, Investment Advisory, Qualified Retirement..., Retirement Plan..., 403 b
Education
Temple University 1970 — 1973
BA, Math, Chemistry
Century 21 Fisher & Associates May 2012 - Present
StarTek January 2011 - March 2012
ACS, a Xerox Company April 2001 - December 2010
Sykes 1999 - 2001
TECOM Inc. (a division of TECO Energy) 1997 - 1998
Member Services Group, Inc. 1993 - 1997
Acordia, Inc. 1992 - 1993
Insurance Administration Center, Inc. (a division of Brown & Brown, Inc.) 1990 - 1992
Citicorp 1980 - 1990
Skills
BPO, CRM, Call Center, Management, Outsourcing, Customer Experience, Account Management, Vendor Management, Workforce Management, Operations Management, Customer Satisfaction, Inbound Marketing, Call Centers, Process Improvement, Business Development, SaaS, Solution Selling, Selling, Business Process..., Leadership, Service Delivery, New Business Development, Marketing, Start-ups, Sales, Customer Retention
Education
State University of New York at Buffalo 1977 — 1979
MBA, Marketing
Drew University 1970 — 1974
BA, English
Novelty Inc. 2014 - Present
Versatile Processing Group, Inc. 2006 - 2013
Wells Fargo Insurance Services 2002 - 2006
Wells Fargo Insurance Services 2001 - 2002
Acordia, Inc. 1990 - 2001
O'Rourke, Andrews & Maroney, Inc. 1990 - 1997
Coopers & Lybrand 1986 - 1990
Skills
Mergers & Acquisitions, Finance, Auditing, Accounting, Strategic Planning, Project Management, Budgets, Project Planning, Operations Management, Contract Negotiation, Microsoft Excel, Insurance Agency..., Leadership, Valuation, Insurance
Education
Indiana University; Fort Wayne, Indiana 1991 — 1994
Master of Business Administration (MBA)
Northwestern University - Kellogg School of Management 2000 — 2008
Post Graduate - Leadership and Management Studies
Indiana University Fort Wayne Indiana 1982 — 1986
Bachelor of Science, Business and Accounting
GeoCerts SSL December 2012 - Present
Outcomes Health Information Solutions December 2011 - July 2012
NASCO 2001 - 2010
PHYSERVE, LLC 2000 - 2001
Alignis, Inc. 1997 - 2000
ACORDIA, Inc. 1990 - 1997
MAXICARE, Inc. 1987 - 1990
Skills
Program Management, Strategy, Business Process..., Due Diligence, Cost Benefit, Vendor Management, Strategic Planning, Analytics, Cross-functional Team..., Product Management, Requirements Analysis, Business Analysis, SDLC, Project Management, Healthcare Information..., Project Portfolio..., Business Development, Requirements Gathering, Resource Management, Process Improvement, Software Project..., Enterprise Software, PMP, Software Documentation, Outsourcing
Education
Ball State University 1985 — 1987
Master of Business Administration
University of Illinois at Urbana-Champaign 1980 — 1984
B. S., Architectural Studies
Sigma Solutions Incorporated January 2013 - Present
Titus January 2001 - September 2012
AdVentures in Hospitality and Marketing February 1998 - December 2000
Professional Staff Management January 1997 - February 1998
Acordia, Inc. September 1994 - January 1998
Somerset (Whipple and Co.) December 1990 - September 1994
Skills
Sarbanes-Oxley Act, Financial Analysis, Mergers, Acquisition Integration, Due Diligence, Financial Modeling, Financial Reporting, Management Consulting, Forecasting, Business Process..., Process Improvement, Risk Management
Education
Butler University 1986 — 1990
BS, Accounting
Scecina Memorial 1982 — 1986
Pensionmark Retirement Group January 2012 - Present
Ron Repka Foundation 2002 - Present
Retirement Plan Advisors May 2001 - December 2011
Acordia, Inc. 1997 - 2001
Ash Brokerage 1991 - 1997
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree
Mackinac Partners January 2008 - Present
AgFeed Industries, Inc. 2013 - 2014
PlayPower, Inc. 2009 - 2011
Norwood, Inc 2007 - 2008
Sunterra 2005 - 2007
XRoads Solutions Group 2002 - 2004
Worldnet Communications, Inc. 2001 - 2002
RSL Communications, PLC 2000 - 2001
PennCorp, Inc. 1998 - 2000
Acordia, Inc. 1996 - 1998
Education
The University of Kansas 1978 — 1981
Coastal Coolers, Inc. 2009 - 2010
Neace Lukens 2005 - 2008
Acordia, Inc. 2003 - 2005
Palm Beach, Florida 1999 - 2003
State Farm Insurance Companies 1981 - 1999
Skills
Commercial Insurance, Professional Liability, Workers Compensation, Underwriting, Property & Casualty..., Variable Annuities, Life Insurance, Health Insurance
Education
University of Kentucky