Andreini & Company
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Andreini & Company Employees
Andreini & Company July 2015 - Present
Woodruff Sawyer April 2009 - July 2015
Comcast Cable January 2007 - March 2008
Skills
Insurance, Health Insurance, Brokers, Employee Benefits, Account Management, Health Savings Accounts, Disability Insurance, General Insurance, Marketing, Benefits Administration, Customer Service, Interviews, Leadership, Management, Recruiting
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Certified Employee Benefits Specialist (CEBS) Certification, Employee Benefits
Humboldt State University 2001 — 2005
Bachelor's Degree, Sociology
Villanova Preparatory School 1994 — 1998
High School
Clifford & Bradford Insurance Agency March 2015 - Present
Socks-ON Foundation December 2009 - Present
Andreini & Company January 2014 - March 2015
Clifford & Bradford Insurance Agency June 2010 - January 2014
Terrio Therapy-Fitness October 2007 - June 2009
Colorado Rockies June 2002 - September 2008
Skills
Captive Insurance, Commercial Insurance, Workers' Compensation, Liability, Excess Liability, Professional Liability, Risk Management, Business Networking, Employee Benefits, New Business Development, Strategic Planning, Sales, Marketing, Team Building, Public Speaking, Philanthropy
Education
University of La Verne 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business
Louisiana State University 2000 — 2002
Communication Disorders Sciences and Services
Bakersfield College 1998 — 2000
AA, General Studies
Woodruff Sawyer April 2004 - Present
Woodruff Sawyer November 2000 - April 2004
Andreini & Company July 1999 - November 2000
Skills
Insurance, Account Management, Customer Service, Microsoft Excel, Risk Management, Employee Benefits, Liability, Professional Liability, Underwriting, Workers Compensation
Education
University of California, Davis
BS, Managerial Economics
Row Crop Solutions February 2013 - Present
Andreini & Company August 2010 - February 2013
Leading Edge Insurance Agency, Inc. November 2001 - June 2010
Falcon Insurance Agency 1996 - 2001
American Eagle 1994 - 1996
Skills
Aviation, Commercial Insurance, Workers Compensation, Liability, Insurance, General Liability, Aircraft, Charter, Airports, Aviation Industry, Aviation Insurance, Agriculture, Agribusiness, Underwriting, Commercial Aviation, Helicopters, Risk Management, Customer Service, Piloting, Flights, Strategic Planning, Aerospace, Airlines, Operations Management, Management, Program Management
Education
The University of North Dakota 1988 — 1994
B.S., Aeronautical Studies
Willis December 2013 - Present
Willis April 2007 - December 2013
Andreini & Company 2004 - 2007
PacifiCare Health Systems 2001 - 2004
UltraLink 1999 - 2001
Skills
Health Insurance, Insurance, Employee Benefits, Account Management, Managed Care, Strategic Planning, Healthcare, Health Savings Accounts, Marketing, Disability Insurance, Microsoft Excel, Customer Service, Marketing Strategy, Analytics, Consulting, Strategic Partnerships, Microsoft Word, Public Speaking, COBRA, Brokers, Strategy, Benefits Administration, HRIS, Financial Modeling, Risk Management, Leadership, Management
Education
University of Southern California 1993 — 1997
BA, Communications & Anthropology
Lockton Companies June 2014 - Present
Lockton Companies April 2013 - Present
Aon Hewitt April 2006 - March 2013
USI Consulting Group June 2003 - April 2006
Andreini & Company September 1999 - June 2003
The Hoffman Company, Andreini & Company, etc. 1988 - 2000
Jardine & Associates 1994 - 1996
The Hoffman Company 1988 - 1995
Skills
Employee Benefits, Health Insurance, Brokers, Underwriting, Benefits Administration, Insurance, Health Savings Accounts, Disability Insurance, Workers Compensation, Property & Casualty..., 401k, Life Insurance, Retirement, Commercial Insurance, Medicare, COBRA, ERISA, HIPAA, Open Enrollment, Term Life Insurance, Claim, Long-term Care, Deferred Compensation, Defined Benefit, Performance Management, Pensions, Health Policy, Incentive Programs, HR Consulting, Talent Management, Financial Services, Employee Engagement, Account Management, Group Insurance, Employee Relations, Onboarding, Vendor Management, Health Care Reform, Executive Pay, Reinsurance, Employee Wellness, Managed Care
Education
California State University-Long Beach 1977 — 1981
Art In Action 2006 - Present
Peninsula Arts Council 2008 - 2013
Andreini & Company 1983 - 1993
Skills
Fundraising, Event Planning, Newsletters, Press Releases, Project Management, Editing, Social Media, Strategic Planning, Adobe Creative Suite, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Non-profit..., Social Media Marketing, Facebook, Grants, Nonprofits, Teaching, Community Outreach, Grant Writing, Volunteer Management, Marketing, Leadership, Research, Event Management, Annual Giving, Public Relations, Strategy, Management, Stewardship, Art, Salesforce.com, Philanthropy, Social Networking, Program Development, Staff Development, Leadership Development, Community Development, Blogging, Publicity, Strategic Communications, Organizational..., Media Relations, Board Development, Social Entrepreneurship, Workshop Facilitation, Community Engagement
Education
Notre Dame de Namur University 1980 — 1981
Elem. Teaching Credential, Education
San Francisco State University
Bachelor of Arts (BA), Liberal Studies with emphasis in education
? July 2012 - Present
The Copeland Insurance Group June 2011 - September 2011
Lloyd S. Berkett Insurance Agency, Inc January 2008 - January 2011
Hub International of California May 1995 - January 2008
Andreini & Company August 1997 - March 2000
Auto Insurance Specialist May 1994 - April 1995
Skills
Windows 95/98/ME/00/XP/7, Microsoft Excel, Microsoft Word, Delphi, CAIR Evolution, AS400 system, PS4, Express Communications..., GroupWise 6, VRC/DIAS, Sagitta, AMS/AFW, Outlook, Medical Office..., Scheduling Appointments, Insurance Verification, Office Management, HIPAA, Collecting Co-Payments..., Customer Service, Insurance Claim..., ICD-9-CM, CPT, Insurance Billing..., Electronic Medical..., Managed Care (HMO, PPO..., Medical Terminology, Anatomy & Physiology, Third-Party Payers, Government Payers, HCPCS, TRICARE, Data Entry, Trainings, Filing, Documentation, Word Processing, Underwriting
Education
Ultimate Medical Academy 2011 — 2012
Diploma, Medical Billing and Coding
James Monroe High School 1979 — 1981
College Preparatory Diploma
Riverstone Capital Llc November 2014 - Present
Andreini & Company April 2014 - October 2014
Skills
Customer Service, Captives, Customer Relations, Commercial Risks, Self-Insured Programs, Commercial Insurance, Program Development and..., Workers' Compensation, Professional Liability, Reinsurance, Excess, Workers Compensation, Insurance, Self-insured, Liability Analysis, Property & Casualty...
Education
University of Southern California 1987 — 1990
Marymount College 1986 — 1987
Chaminade College Preparatory 1980 — 1986
High School Diploma, Marionist School of Thought
Sierra Canyon 1978 — 1980
Inkster iFixster 2013 - Present
Crownstone Capital September 2006 - June 2013
Cal North Insurance Services June 2004 - February 2005
Andreini & Company August 2003 - May 2004
Great Northern Insurance Agency March 1996 - June 2003
Skills
Sales, Account Management, Customer Service, Sales Management, Department Management, B2B, New Business Development
Education
Southern Illinois University, Carbondale 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Downers Grove South Community High School 1987 — 1991
Andreini & Company Sr. Account ManagerMelita GroupJuly 2014 - September 2015
Shepherd & Associates Insurance Services September 2013 - July 2014
Integra Insurance Services September 2012 - September 2013
BenefitMall February 2010 - July 2012
Filice Insurance 2000 - 2010
IBP Insurance Services 1996 - 2000
Skills
Health Savings Accounts, Brokers, Health Insurance, Disability Insurance, Term Life Insurance, Dentistry, Employee Benefits, Insurance, Workers Compensation, Group Medical, Benefits Administration, Medicare, Underwriting, Account Management, Sales Management, Sales, COBRA, Health Care Reform, Life Insurance, Group Insurance, Flexible Spending..., Claim, HMO, Cafeteria Plans
Education
San Jose State University
Business
San Jose State University
Moc Insurance Services December 2014 - Present
MOC Insurance December 2014 - Present
NFP/Thoits April 2008 - November 2014
Andreini & Company March 2003 - April 2008
State Farm Insurance May 1988 - 2003
Skills
Insurance, Legal Liability, Disability Insurance, General Insurance, Employee Benefits, Brokers, Casualty, D&O, Health Insurance, Property & Casualty..., Liability, Customer Service, Professional Liability, Commercial Insurance, Workers Compensation, Reinsurance, Commercial Lines, Underwriting, Strategic Planning, Employment Practices..., Claim, Risk Management, Claims Management, Microsoft Office, Umbrella Insurance, Life Insurance, Motorcycle
Education
Cañada College 1999 — 2003
Associate Science, Paralegal
Stanford University April 2010 - Present
Arizona State University November 2006 - December 2009
Andreini & Company February 2005 - October 2005
Saga Holidays 1998 - 2003
Criminal Justice Council 2000 - 2002
United Airlines 1995 - 1997
Skills
Microsoft Excel, PowerPoint, Time Management, Program Evaluation, Community Outreach, Grant Writing, Program Development, Qualitative Research, Event Planning, Brochures, Customer Service, Croatian, Hospitality, Interviews, 10 Key, Microsoft Word, Project Coordination, Project Planning, MS Project, Child Development, Early Childhood..., Travel Planning, Communication Skills
Education
Arizona State University
Bachelor of Science, Family & Human Development
Cañada College
Associate of Science (A.S.), Early Childhood Education and Teaching
Regional Occupational Program
Certificate, Air & Travel Occupations
Accredo's Hemophilia Health Services March 2012 - Present
Genentech December 2009 - July 2011
Genentech 2002 - December 2009
Genentech June 2008 - September 2008
Andreini & Company 1998 - 2002
David Parr, Lebherz Insurance Services 1995 - 1996
Skills
Coaching, Key Account Management, Managed Care, Compliance, Team Building, Customer Relations, Mentoring, Public Speaking, Healthcare, Biotechnology, Training & Development, Cross-functional..., Customer Service, Employee Training, Training, Lifesciences, Hospitals, Process Improvement, Leadership, Clinical Research, Cross-functional Team...
Education
City College of San Francisco
University of California, Santa Barbara
BA, Sociology and History
City National Bank 2014 - Present
American Apparel August 2008 - June 2014
Andreini & Company January 2008 - April 2008
SullivanCurtisMonroe August 2000 - November 2007
Birtcher Medical System May 1993 - March 1995
FGS Insurance Agency, Inc. 1985 - 1990
Skills
Employee Benefits, Employee Relations, Benefits Administration, Human Resources, Open Enrollment, Strategic Planning, Insurance, Health Insurance, HRIS, Leadership, New Hire Orientations, Recruiting, Organizational..., Benefits Design, Disability Insurance, Talent Acquisition, 401k, Leave of Absence..., Health & Welfare..., Leave of Absence..., Training, Talent Management, Health & Welfare..., Public Speaking..., Health & Welfare..., SPDs, Management, Public Speaking, 5500s, US Benefits, Customer Service, Succession Planning, ADP Payforce, Paylocity, Team Building
Education
University of California, Irvine 2003 — 2004
Certificate, Human Resource Management
Sonoma State University 1997 — 1999
BA, Liberal Studies: Graduated with Distinction
Irvine Valley College 1995 — 1997
AA, Liberal Studies
Andreini & Company June 2007 - Present
The Ohio State University September 2001 - December 2002
Northwestern Mutual Financial N April 2002 - September 2002
First Romania Distribution, May 1999 - December 1999
Romanian Bank for Foreign Trade September 1995 - June 1999
Skills
Performance Management, Benefits Administration, Employee Relations, HRIS, Workers Compensation, Recruiting, Organizational..., Customer Service, New Hire Orientations, Onboarding, Human Resources, Microsoft Excel, Job Analysis, Microsoft Office, Interviews, Deferred Compensation, Personnel Management, Applicant Tracking..., Payroll, Job Descriptions, Management, Employee Benefits, Talent Management, Hiring, COBRA, Career Development, Talent Acquisition, Open Enrollment, Exit Interviews, Training
Education
The Ohio State University 2001 — 2003
MLHR, Human Resources
University from Craiova, Romania
BS, Finance and Economics
EPIC February 2013 - Present
Andreini & Company April 2007 - February 2013
Thoits Insurance May 1986 - April 2007
Skills
Workers Compensation, Insurance, Risk Management, Property & Casualty..., General Liability, Employee Benefits, Liability, Legal Liability, Brokers, Commercial Insurance, Casualty, Management, Health Insurance, Customer Service, Underwriting, Team Building, Claim, Professional Liability, General Insurance, Employment Practices..., Umbrella Insurance, Disability Insurance, Commercial Lines, D&O, Negotiation, Financial Risk, Reinsurance, Life Insurance, Term Life Insurance, Claims Management, Inland Marine, Captives
Education
Saint Mary's College of California 1976 — 1981
B.S., Accounting
Andreini & Company February 2009 - Present
Gypsy Wind SCUBA Adventures, LLC 2005 - Present
Sport Chalet 2007 - Present
Skills
Insurance, USCG Licensed Master..., PADI IDC Staff..., Emergency First..., Certified Insurance..., Risk Management, New Business Development, Scuba Diving, Business Planning, Strategic Planning, Diving, Team Building, Budgets, Operations Management, Training, Maritime, Business Development, Management, Business Strategy, Marketing, Microsoft Office, Leadership, Program Management, Contract Negotiation
Education
United States Merchant Marine Academy 1974 — 1978
BS, Nautical Science/Marine Transportation
De La Torre Insurance Services March 2013 - Present
fedAdvantage February 2008 - Present
Andreini & Company October 2007 - February 2013
Arthur J. Gallagher and Co. 1998 - 2007
Gallagher Benefit Services 1998 - 2007
Skills
Health Insurance, Insurance, Employee Benefits, Underwriting, Brokers, Health Savings Accounts, Disability Insurance, Benefits Administration, Workers Compensation, Property & Casualty..., Commercial Insurance, Casualty
Education
College of San Mateo 1981 — 1984
Crestmoor High School 1977 — 1980
San Francisco State University
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 2013 - Present
Independent Health Insurance Consultant July 2012 - May 2013
Andreini & Company November 2011 - July 2012
Coventry Health Care June 2009 - November 2011
Sunlounge Inc February 2008 - December 2009
City of Oklahoma City August 1998 - February 2009
Skills
Marketing Management, Business-to-Business..., Market Research, Leadership, Marketing, Public Speaking, Management, Team Building, Recruiting, Strategy, Employee Relations, Employee Training, Account Management, Health Care Reform, Employee Benefits, Customer Retention, Insurance, Health Insurance, Medicare, Sales, Human Resources, Customer Service, Brokers, Benefits Administration, Disability Insurance, Long-term Care, Microsoft Excel, Access, Term Life Insurance, Microsoft Word, Interviews, Training, Customer Satisfaction, Microsoft Office Suites, Word, Health Savings Accounts, Accident, Lead Generation, Call Centers, COBRA, Salesforce.com, Cvent
Education
Rose State College 1997 — 1999
Business, Management, Marketing, and Related Support Services
Swett & Crawford, A CGSC Company June 2015 - Present
Socius Insurance Services, Inc. November 2012 - June 2015
Andreini & Company August 2011 - October 2012
Shareholder.com March 2010 - November 2010
Carpenter Moore December 2004 - December 2009
Genesis Professional Liability Managers, a Berkshire Hathaway company January 1999 - January 2004
Skills
D&O, Underwriting, Employment Practices..., Commercial Insurance, Brokers, Training, Professional Liability, Casualty, Directors & Officers..., Property & Casualty..., Employee Benefits, Financial Risk, Risk Management, Legal Liability, Management, Customer Service, Fiduciary, Liability, Insurance, General Insurance, Casualty Insurance
Education
University of Phoenix 2010 — 2012
MBA, Business Administration/Human Resources/Globalization
University of Phoenix 2006 — 2010
Bachelors in Business Management, Business Management
Richland Senior High School 1988 — 1991
High School Diploma
Hays Companies June 2011 - Present
RISARC Consulting, LLC 2008 - June 2011
Andreini & Company May 2005 - May 2008
Skills
English Literature, Geography, History, Risk Management, Surety Bonds, Commercial Insurance, Workers Compensation, Golf
Education
University of Southern California 2000 — 2005
B.A. ENGLISH - School of Letters, Arts & Sciences, British Literature - Renaissance 1485-1603
University of Southern California - Marshall School of Business 2000 — 2005
B.A, Business Marketing - Behavioral & Quantitative analysis
Marr College, Troon, Scotland 1991 — 1998
High School Diploma
West Callaway Stotka, Inc. August 2008 - December 2013
Goldman Insurance Brokers November 1999 - March 2001
Andreini & Company November 1998 - November 1999
Skills
Commercial Insurance, Property & Casualty..., Brokers, Workers Compensation, Insurance, Legal Liability, General Insurance, Underwriting, Employee Benefits, New Business Development, Risk Management, Self-funded, Health Savings Accounts, Negotiation, Universal Life, Group Medical, Whole Life, Accident Insurance, Employment Practices..., Insurance Brokerage
Education
Heald College 1995 — 1997
Associates, Applied Science
Woodrow Wilson High School 1989 — 1993
High School Diploma 4.0 GPA, High School/Secondary Diplomas and Certificates
Andreini & Company April 2015 - Present
Grupo Estratek - Gestión tecnológica Administrative AssistantFranklin Templeton InvestmentsOctober 2014 - Present
Chartboost 2015 - 2015
Kelly Services / Tata Consultancy Services June 2014 - October 2014
Estratek 2010 - 2012
Skills
Cross-functional Team..., Executive Management, Employee Training, Sales, Training & Development, Microsoft Word, Team Building
Education
Universidad Rafael Landívar 2008 — 2013
Bachelor's degree, Industrial and Organizational Psychology
Andreini & Company June 2015 - August 2015
Aon Risk Solutions June 2014 - August 2014
Plant Construction Company, LP December 2012 - January 2014
Skills
Microsoft Word, Leadership, Research, Social Networking, Facebook, Microsoft Excel, PowerPoint, Time Management, Data Analysis, Teamwork, Social Media, Salesforce.com, Prospect Research, Sales, Marketing, Team Leadership, Management
Education
CSU Chico 2012 — 2016
Bachelor of Science (BS), Finance
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2014 — 2015
Study Abroad
Miramonte 2008 — 2012
Andreini & Company February 2014 - Present
Arthur J. Gallagher and Co. December 2009 - April 2013
Skills
Insurance, Customer Service, Sales, Account Management, New Business Development, Property & Casualty..., Commercial Insurance, Microsoft Office, Leadership, Strategic Planning
Education
California State University-East Bay 1993 — 1997
Bachelor's degree, Business Administation/Accounting
Andreini & Company March 2015 - Present
Winton-Ireland., Strom & Green Insurance Agency October 2005 - March 2015
VALIC June 2001 - October 2005
Skills
Commercial Insurance, Health Insurance, Financial Planning, Insurance, Disability Insurance, Workers Compensation, Underwriting, Brokers, General Insurance, Fixed Annuities, Life Insurance, Property & Casualty..., Long-term Care
Education
University of California, Davis 1989 — 1992
Bachelor's Degree, Psychology
GMB Holdings LLC & GMB Investments LLC June 2010 - Present
Wells Fargo Special Risk dba Britt-Paulk Ins. Underwriters January 2008 - May 2013
Magnum Opus Insurance Services LLC January 2005 - January 2008
Andreini & Company March 2003 - May 2004
General Fire & Casualty Company January 1999 - March 2003
Skills
Insurance, Underwriting, Claim, Commercial Insurance, General Insurance, Reinsurance, Captives, Brokers, Property & Casualty..., Workers Compensation, Casualty, Inland Marine, Legal Liability, Umbrella Insurance, Health Insurance, D&O, Commercial Lines, Professional Liability, Excess, Liability, Health Savings Accounts, Life Insurance, Claims Management, Risk Management, Marine Insurance, Term Life Insurance, Employment Practices..., Employee Benefits, Risk Assessment, Management, Financial Risk, Casualty Insurance
Education
California State University-Chico 1973 — 1977
International Relations/International Economics
Alliant Specialty Insurance Services February 2010 - Present
Andreini & Company March 2009 - January 2010
Westland Insurance Brokers April 2007 - November 2008
Skills
Manage Client..., Customer Service, Insurance, Property & Casualty..., Commercial Insurance, Brokers, Workers Compensation, Account Management, Professional Liability, Health Insurance, CRM, Employee Benefits, Health Savings Accounts, Commercial Lines, Legal Liability
Education
Louisiana State University
Bachelor of Arts (B.A.)
Andreini & Company August 2014 - Present
HealthNow Administrative Services December 2013 - July 2014
Barney & Barney August 2011 - November 2013
PrimePay January 2011 - July 2011
ArlenGroup March 2006 - February 2011
Aetna October 2002 - May 2006
Aetna February 2001 - October 2002
Aetna July 2000 - February 2001
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Benefits Administration, Brokers, Underwriting, Health Savings Accounts, Account Management, Customer Service, Employee Relations, Strategic Planning, Negotiation, Microsoft Office, Healthcare, Human Resources, Microsoft Excel, Sales, Life Insurance, Claim, New Business Development, COBRA
Education
California State University-San Bernardino 1995 — 1997
DLS Insurance Services February 2008 - Present
Barlocker Insurance Services December 1997 - December 2007
Cooper & Cook Insurance Services May 1992 - December 1997
Andreini & Company May 1987 - May 1992
Skills
Management, Sales Management, Customer Service
Education
College of San Mateo 1977 — 1980
Insurance
Half Moon Bay High School 1973 — 1977
Insurance
Johnson & Dugan 2009 - Present
LegalShield 2008 - Present
San Carlos Chamber of Commerce 2009 - 2015
MacCorkle Insurance Service 2005 - 2008
Andreini & Company 2004 - 2005
Calco Insurance Brokers 2001 - 2004
Micheletti and Associates 2000 - 2001
Suhr Risk Services 1995 - 2001
Calif Associated Ins Brokers 1990 - 1995
Jardine Lloyd Thompson 1981 - 1990
Skills
Small Business, Employee Benefits, Insurance, Medicare, Workers Compensation, Training, Identity Theft, Brokers, Accident, Health Insurance, Liability, Disability Insurance, Long-term Care, Term Life Insurance, New Business Development, Customer Service, Property & Casualty..., Legal Liability, Claim, Underwriting, Life Insurance, Time Management, Team Building, Strategic Planning, Commercial Insurance, Risk Management, Marketing, Umbrella Insurance, Whole Life, General Insurance, Invoicing, Real Estate, Professional Liability, Benefits
Education
College of San Mateo 1975 — 1976
Half Moon Bay High School 1971 — 1975
Poms & Associates May 2012 - Present
Andreini & Company February 2004 - May 2012
White & Company Insurance 2001 - 2004
Skills
Commercial Insurance, Workers Compensation, General Liability, Employment Practices..., D&O, Auto Liability, Insurance Consulting, Fiduciary Liability, Property & Casualty..., Insurance, Reinsurance, Legal Liability, Small Business, Claim, Commercial Lines, Fiduciary, Claims Management, Casualty, Underwriting, Brokers, Captives, Risk Management, Professional Liability, General Insurance, Liability, Liability Analysis, Umbrella Insurance, Excess, Risk Financing, Health Insurance, Employee Benefits, Long-term Care, Enterprise Risk..., Disability Insurance, Inland Marine, Financial Risk, Accident, COBRA, Health Savings Accounts, Life Insurance
Education
Norwich University 1995 — 2000
Political Science, Economics
St.Bernard High School 1991 — 1995
Saint Jerome
Andreini & Company July 2006 - Present
Keenan & Associates March 2005 - June 2006
Willis Insurance Services of California 2000 - 2005
Aon Consulting 1989 - 2000
Skills
Employee Benefits, Insurance, Program Management, Mergers & Acquisitions, Sales Process, Customer Service, Healthcare, Networking, Health Insurance, Underwriting, Brokers, Health Savings Accounts, Disability Insurance, Account Management, Benefits Administration, COBRA, CRM, Claim, Life Insurance, Management, Mergers, Property, Recruiting, Sales Management, Self-funded, Team Building, Workers Compensation
Education
Schiller International University 1981 — 1983
MA
University of California, Berkeley 1977 — 1981
BA
St. Rose Academy 1973 — 1977
Notre Dame des Victoires 1971 — 1973
Sitzmann Morris & Lavis Insurance Agency October 2012 - Present
CCI Financial and Insurance Solutions August 2011 - October 2012
Andreini & Company March 2008 - July 2011
MLN 2005 - 2007
Reed Exhibitions January 2001 - June 2005
Skills
Consultative Selling, Account Management, Insurance, New Business Development, Customer Relations, Organization &..., Strategic Planning, Strategic Thinking, Marketing Strategy, Health Insurance, Employee Benefits, Risk Management, Customer Service, Sales, Marketing, Health Savings Accounts
Education
Iona College 1992 — 1996
BA, Marketing, Business Management
HUB International January 2015 - Present
Life Investment Holdings December 2007 - Present
SyndicateTrader September 2006 - August 2015
Andreini & Company March 2012 - January 2015
DT Capital management LLC January 2005 - July 2012
Primarius Capital LLC January 2002 - December 2005
Charles Schwab May 1996 - December 2001
Skills
Alternative Investments, Hedge Funds, Series 7, Investments, Equities, Portfolio Management, Investment Strategies, Asset Managment, Wealth Management, Financial Modeling, Investment Management, Fixed Income, Series 63, Mutual Funds, Asset Allocation, Securities, Options, Trading, Investment Advisory, Capital Markets, Sales Management, Sales Operations, Alternative Assets, Insurance, Commercial Insurance, Life Insurance, Employee Benefits, Venture Capital, Private Equity, FINRA, Financial Advisory, Asset Management, Retirement
Education
University of California, Davis 1991 — 1995
Bachelor of Arts (B.A.), Economics
DCH Audi of Oxnard June 2013 - Present
RJ McConnell Insurance Services November 2009 - June 2013
Andreini & Company October 2008 - October 2009
Federated Insurance August 2005 - September 2008
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Marketing
Education
New Mexico State University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Finance
Adecco Engineering & Technology November 2013 - Present
Adecco Engineering & Technology October 2010 - November 2013
Genentech April 2009 - November 2010
Adecco July 2007 - February 2009
Genentech, INC 2005 - 2007
Andreini & Company September 2003 - October 2004
Skills
Technical Recruiting, Full Cycle Recruiting, Employee Relations, Scheduling, Hiring, Interviewing, Sourcing, Recruitment/Retention, Customer Service, Recruiting, Temporary Placement, Applicant Tracking..., Internet Recruiting, College Recruiting, Screening, Resume Writing, Peer Mentoring, Interviews, Human Resources, Staffing Services, Process Scheduler, Talent Acquisition, Temporary Staffing, Permanent Placement, Screening Resumes, Benefits Negotiation, Contract Recruitment, Onboarding, Management, Job Fairs, Executive Search
Education
Sonoma State University 1999 — 2003
Bachelor of Science, Business/Human Resources
Indiana University of Pennsylvania
Andreini & Company November 2000 - Present
Fireman's Fund Insurance Company November 1998 - April 2000
Reliance Insurance August 1990 - November 1997
Skills
Accident Investigation, Recorded Statements, Negotiation, Problem Solving, Communication Skills, Writing, Recoveries, Highly Detailed, Customer Service, Claim, Underwriting, Commercial Lines, Insurance, Casualty, Legal Liability, Commercial Insurance, Case Managment, Personal Lines Auto, Claims Management, Umbrella Insurance, Professional Liability, Liability, Property & Casualty..., Reinsurance, Casualty Insurance, Captives
Education
San Jose State University 1973 — 1978
Alliant Insurance Services May 2015 - Present
Edgewood Partners Insurance Center (EPIC) October 2012 - April 2015
Heffernan Insurance Brokers August 2009 - October 2012
Woodruff Sawyer July 2006 - April 2009
Andreini & Company March 2005 - July 2006
Sitzmann Morris & Lavis September 2002 - March 2005
Maxicare CIGNA Philippines 1995 - 2000
Skills
Employee Benefits, Account Management, Brokers, Benefits Administration, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance
Education
Manila Doctors College
Bachelors of Science, Psychology
Manila Doctors College
Bachelor of Science (B.S.), Psychology
Andreini & Company 2011 - Present
Independent Consulting - Huntington Beach, CA 2007 - 2011
Alliant Insurance Services February 2010 - September 2010
Burnham Benefits 2008 - February 2010
PacifiCare May 1999 - 2007
Mercer Human Resource Consulting May 1996 - May 1999
Health Net December 1992 - May 1996
Prudential Insurance December 1989 - December 1992
Skills
Underwriting, Employee Benefits, Health Insurance, Risk Management, Data Analysis, Forecasting, Strategic Planning, Insurance, Managed Care, Captive Benefit..., Health Care Reform, PPACA Evaluations, Self Funded Benefits, Contribution Modeling, High Deductible Health..., Training, Healthcare Consulting, Leadership, HMO, Analysis, Brokers, Disability Insurance, Management, Contract Negotiation, Contract Management, Health Savings Accounts, Strategy, Claim
Education
Sonoma State University 1984 — 1988
BA, Psych.
Andreini & Company Senior Marketing ExecutiveAndreini & CompanyApril 1999 - Present
Education
California State University-Northridge
B.A.
Leavitt Central Coast Insurance Services October 2013 - June 2015
Andreini & Company August 2009 - September 2013
Marsh Global Consumer June 2008 - July 2009
Lockton Companies 2006 - 2008
Andreini & Company 2003 - 2006
Wells Fargo Bank Real Estate Group March 1993 - April 2000
Skills
Employee Benefits, Insurance, Risk, Commercial Insurance, Workers Compensation, Brokers, Casualty, Risk Management, Alternative Risk, Health Insurance, Voluntary Employee..., Captives, Risk Financing, Health Care Reform, Accident, Strategic Planning, New Business Development, Risk Assessment, Self-funded, Property & Casualty..., Professional Liability, Reinsurance, Population Health..., Management Consulting, Managed Care, Vendor Management, Commercial Lines, Disability Insurance, Liability, Legal Liability, Claim, Underwriting, Financial Risk, Casualty Insurance
Education
City University of New York City College 1972 — 1976
Bachelor of Science, Meteorology
Burnham Benefits Insurance Services August 2014 - Present
Andreini & Company January 1998 - May 2014
Reliastar (formerly Northwestern National Life) 1983 - 1997
Skills
Health Insurance, Disability Insurance, Employee Benefits, Legal Liability, Health Savings Accounts, Workers Compensation, Insurance, Property & Casualty..., Underwriting, Life Insurance, Term Life Insurance, Casualty, Captives, Liability, Umbrella Insurance, Commercial Lines, Professional Liability, Commercial Insurance, Reinsurance, Risk Management, Claim, D&O, Long-term Care, Excess, Claims Management
Education
San Jose State University 1976 — 1980
BA, Advertising
Immaculate Conception Academy
Immaculate Conception Academy
Andreini & Company March 1982 - Present
Field Research Corp. May 1981 - February 1982
Skills
Commercial lines..., Commercial Insurance, Workers Compensation, Underwriting, Property & Casualty..., Insurance, Employee Benefits, Health Insurance, Brokers, Risk Management, Strategic Planning, Liability, New Business Development, Professional Liability, General Insurance, Claims Management, Leadership, Customer Service, D&O, Team Building, Mergers & Acquisitions, Captives, Disability Insurance, Financial Risk, Life Insurance, Employment Practices..., Commercial Lines, Casualty, Legal Liability, Reinsurance, Claim, Surety Bonds, Excess, Health Savings Accounts
Education
Eastern Illinois University 1979 — 1981
bs, business
Southern Illinois University, Edwardsville 1977 — 1978
None, General Studies
EBIX CRM 2012 - Present
Star Refining London 2010 - July 2012
Andreini & Company 2008 - 2009
Northridge Insurance Agency, LLC 2005 - 2008
Washington Mutual Financial Services 2002 - 2005
Skills
Account Management, Risk Management, Public Speaking, Strategic Planning, Marketing, Microsoft Office, CRM, Microsoft Excel, Management, Financial Services, Team Building, Sales Presentations, Microsoft Word, Negotiation, B2B, Marketing Strategy, Leadership, Business Development
Education
University of Pittsburgh 1997 — 2002
Economics
Allegheny College
Cooper Gay Swett & Crawford December 2013 - Present
Lockton Companies July 2010 - July 2013
Safeway August 2009 - July 2010
Andreini & Company February 2007 - August 2008
Ross Stores May 2001 - January 2007
Unified Western Grocers August 1999 - May 2001
Keenan and Associates April 1998 - August 1999
Aon December 1995 - April 1998
CAL Insurance & Associates, Inc. August 1995 - December 1995
Griffiths Insurance February 1988 - June 1995
Skills
Workers Compensation, Insurance, Risk Management, Commercial Insurance, Liability, Property & Casualty..., Account Management, Claim, Claims Management, Brokers, Casualty, Employment Practices..., Legal Liability, Captives, Excess
Education
State University of New York College at Brockport 1978 — 1982
Bachelor of Science, Economics/Mathematics/Statistics
Andreini & Company Accounting SpecialistAndreini & CompanyApril 1984 - Present
Skills
Employee Benefits, Insurance, Workers Compensation, Benefits Administration, Health Insurance, Accounting, Property & Casualty..., Underwriting, Commercial Insurance, 401k, Disability Insurance, Risk Management, Small Business, Claim, Medicare, Access, Outlook, Brokers, Reinsurance, Analysis, General Insurance, Customer Service, Human Resources, Life Insurance
Education
College of San Mateo 1980 — 1985
Journalism
College of San Mateo 1980 — 1981
Journalism, journalism
Vintners Distributors, Inc. May 2011 - Present
Andreini & Company December 2010 - June 2011
Pacific Cheese Co. February 2006 - June 2010
Apple Vacations February 2002 - January 2006
Skills
Employee Relations, Performance Management, HRIS, Talent Acquisition, Talent Management, Payroll, ADP Payroll, Human Resources
Education
California State University-East Bay 1992 — 1995
Bachelors, Human Resources, Labor Relations (specialty in Business Law)
NFP September 2014 - Present
Andreini & Company August 2007 - August 2014
UnitedHealth Group June 2006 - August 2008
Delta Dental Plan of California April 1991 - May 2006
Dean Witter Reynolds September 1987 - March 1991
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Marketing Strategy, Disability Insurance, Brokers, Strategic Planning, Management, Account Management, Sales, Customer Service, Health Savings Accounts, Property & Casualty..., Leadership, New Business Development, Dentistry, Legal Liability, Commercial Insurance, Workers Compensation, Professional Liability, Life Insurance
Education
St. Mary's College of California 1984 — 1987
B.S., Economics & Business Administration
St. Ignatius College Preparatory 1979 — 1982
Diploma, High School
BB&T - Tanner Insurance Services March 2011 - Present
BB&T - Tanner Insurance Services March 2001 - March 2011
Andreini & Company 1994 - 2001
Skills
CA License # OCO4768, Surplus Lines and..., Non-Resident Licensed..., Applied and Sagitta..., Hard to Place Risks, Loss Sensitive Accounts, Excellent Client..., "All Around" Insurance..., Commercial Insurance, Workers Compensation, Risk Analysis, Risk Management, Professional Liability, Marketing, Microsoft Excel, Outlook, Microsoft Word, Team Building, Underwriting, Legal Liability, Employment Practices..., Insurance, Property & Casualty..., Claim, Commercial Lines, Casualty, Financial Risk, Brokers, @Risk, Umbrella Insurance
Education
College of San Mateo 1991 — 1994
San Mateo High School Alumni 1988 — 1991
CIC - Certified Insurance Counselor
CIIP - Certified Insurance Industry Professional
CISR - Certified Insurance Services Representative
CRIS - Construction Risk and Insurance Specialist
CRIS
CRM - Certified Risk Manager (In process)
Brakke Schafnitz Insurance Brokers, Laguna Niguel March 2009 - Present
Andreini & Company November 2006 - November 2009
United Agricultural Benefit Trust October 1991 - October 2006
Education
Chula Vista High School
HS
Santa Ana College
AA in Business
Disney Vacation Club June 2012 - Present
Disney Vacation Club December 2009 - June 2012
Disneyland Resort January 2008 - April 2009
First Team Real Estate October 2005 - December 2007
Andreini & Company October 2003 - January 2005
Southland Title April 2003 - September 2003
Disneyland Resort 2000 - 2003
Skills
Sales, Customer Service, Lead Generation, Resorts, Leadership, Team Building, Training, Tourism, Hospitality, Event Planning, Marketing, Management, Strategic Planning, Event Management, Microsoft Office
Education
California State University-Fullerton 1996 — 1999
Bachelor, Political Science
Andreini & Company September 2014 - Present
Professional Insurance Associates, Inc. March 2003 - August 2014
San Mateo, CA October 2001 - February 2003
Fremont, CA December 1999 - July 2001
Skills
Licensed Property &..., Bilingual-English/Spanis..., Computer literate, Property & Casualty..., Liability, Professional Liability, Insurance, Commercial Insurance, Umbrella Insurance, Employment Practices..., Casualty, Workers Compensation, Commercial Lines, General Insurance, Legal Liability, Brokers, Life Insurance, Employee Benefits, Casualty Insurance, Underwriting
Education
California State University-Hayward 1984 — 1986
none, Liberal Arts and Sciences/Liberal Studies
Andreini & Company April 2013 - Present
Crum & Forster February 2006 - January 2013
AIG July 1997 - February 2006
Travelers Insurance August 1973 - July 1997
Skills
California Property and..., Casualty, Claim, Claims Management, Commercial Insurance, Customer Service, Fraud, General Insurance, Insurance, Legal Liability, Liability, Property, Underwriting, Workers Compensation, Commercial Lines, Property
Education
Texas Lutheran University 1970 — 1973
BA, Business Administration
Andreini & Company July 2014 - Present
Monarch Kneis Insurance Services, LLC 2006 - July 2014
Willis Insurance Services 2005 - 2006
Willis Insurance Services 2001 - 2005
Aon Corporation 1999 - 2001
Heffernan Petersen Insurance Brokers 1996 - 1999
Arthur J Gallagher & Co 1988 - 1996
Liberty Mutual Insurance Company 1985 - 1988
Skills
Insurance, Liability, Risk Management, Umbrella Insurance, Property & Casualty..., Management, Commercial Insurance, Strategic Planning, Business Planning, Claim, Reinsurance, Employee Benefits, Claims Management, Casualty, Strategic Financial..., Legal Liability, Professional Liability, Financial Risk, D&O, Brokers, Casualty Insurance
Education
Santa Clara University 1981 — 1985
BS, Finance
St. Ignatius College Preparatory 1978 — 1981
Andreini & Company July 2001 - Present
Boswell Insurance April 1998 - July 2001
Education
University of California, Los Angeles
History
Andreini & Company July 2012 - Present
Hays Companies August 2007 - July 2012
Calco Insurance Brokers October 2001 - August 2007
Skills
Commercial Insurance, Employment Practices..., Property & Casualty..., Professional Liability, Insurance, Brokers
Education
Skyline College 1970 — 1972
Business
Burlingame High School 1968 — 1970
Graduate, Business
Andreini & Company January 2012 - Present
Sitzmann Morris and Lavis February 2010 - January 2012
Fremont Bank January 2000 - February 2010
Skills
Strategic Planning, Customer Service, Small Business Lending, Insurance, Financial Analysis, Underwriting
Education
California State University, Fresno 1988 — 2004
Business Administration, Accountancy
Harbor High School 1984 — 1988
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
CBIC an RLI Company February 2014 - Present
The Hanover Insurance Group June 2013 - February 2014
CBIC an RLI company July 2000 - June 2013
Reliance Insurance 1998 - June 2000
Andreini & Company January 1997 - September 1998
CAPP Care 1994 - 1997
AMI 1989 - 1990
Skills
Property & Casualty..., Surety Bonds, Underwriting, Commercial Insurance, Surety, Bonds, Casualty, Employment Practices..., Liability, General Insurance, Commercial Lines, Claim, Legal Liability, Casualty Insurance, Insurance
Education
Chapman University
Bachelor of Arts (BA)
Andreini & Company May 1997 - Present
Zurich American Insurance Company February 1994 - May 1997
Firemans Fund Insurance Company September 1986 - January 1994
Skills
Casualty, Legal Liability, Commercial Insurance, Property & Casualty..., Workers Compensation, Insurance, Commercial Lines, Liability, Professional Liability, Umbrella Insurance, Underwriting, Employment Practices..., Health Insurance, Claims Handling, General Insurance, D&O, Claims Management, Claim, Disability Insurance, Excess, Brokers, Casualty Insurance
Education
The Institutes 2013 — 2015
CPCU Designation, Commercial Insurance, Passed each class with at least 70 Percent !
San Jose State University 1981 — 1981
BA, Sociology /Business
Ohlone College 1977 — 1979
Associate of Arts (AA), Sociology
Blue Shield of California June 2013 - Present
Blue Shield of California April 2011 - June 2013
Andreini & Company 2010 - 2011
Blue Shield June 2009 - November 2010
Sequoia Benefits 2006 - 2009
Aetna April 1999 - June 2006
Johnson & Dugan 2001 - 2002
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Insurance, Underwriting, Brokers, Disability Insurance, Workers Compensation, HMO, Account Management, Property & Casualty..., Managed Care, Casualty, Benefits Administration, Dentistry
Education
Notre Dame de Namur University 1997 — 1999
BS, Human Services
Sonoma State University 1992 — 1994
Communications
Andreini & Company November 2010 - Present
Blue Shield of California June 2009 - November 2010
Education
Notre Dame de Namur University 1997 — 1999
Human Services
Arthur J. Gallagher & Co., Lafayette CA May 2015 - Present
Lighthouse Risk and Insurance Solutions January 2015 - May 2015
Lighthouse Risk & Insurance Solutions, Inc January 2014 - July 2014
PrimePay Insurance Services July 2011 - February 2013
Andreini & Company June 2006 - July 2009
Skills
Insurance, Commercial Insurance, Workers Compensation, Commercial Lines, Reinsurance, Customer Service, Property & Casualty..., Underwriting, Liability, Brokers, Life Insurance, Account Management
Education
AMA University 1983 — 1988
Bachelor's degree, Computer Science
St. Mary's College, Manila Philippines 1972 — 1983
Kindergarten to Senior High School
Kaiser Permanente August 2011 - Present
Andreini & Company October 2008 - July 2009
Peck & Peck Insurance Brokers October 1997 - October 2008
Skills
HIPAA, Invoicing, Health Insurance, Workers Compensation, Software Documentation, Telephone Skills, Employee Benefits, Management, Customer Service, Healthcare, Outlook, Social Media, Call Centers
Education
Cañada College
General Education
Sequoia High School
Chubb Group of Insurance Companies June 1985 - Present
Andreini & Company June 1983 - June 1985
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor of Science (BS), Fruit Science
Alliant Insurance Services August 2010 - Present
Andreini & Company July 2007 - August 2010
Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Disability Insurance, Account Management, Workers Compensation, Benefits Administration, Term Life Insurance, COBRA, Brokers, Life Insurance, Health Savings Accounts, Claim, Managed Care
Education
California State University-Long Beach 2004 — 2006
BS, Finance
Saddleback College 2001 — 2004
Associate of Arts (A.A.), Business Administration
Andreini & Company November 2012 - Present
Andreini & Company December 1997 - Present
Skills
Employment Practices...
Education
Concord High School
Hofstra University