Apex Global Partners
Industry: Insurance company
DescriptionFounded: 2003 Subsidiary: Benefit Partners, Inc.
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Apex Global Partners Employees
Employee
Years
Job
Industry
Sam Patterson Sam Patterson's Apex Global Partners Experience 2006 - 2008
Job CEO / Owner Springtree Group Serving the Agent & Brokerage Community
Industry Insurance
Experience
Springtree Group -- Serving the Agent & Brokerage Community 1988 - Present
Apex Global Partners 2006 - 2008
USI 2003 - 2006
United Healthcare 2001 - 2002
Maxsol, Inc. 1999 - 2001
Birman & Associates 1997 - 1999
Foundation Health Systems 1995 - 1997
CIGNA Healthcare 1980 - 1995
Skills
Mergers, Company Acquisitions, Creative Financing, Due Diligence, Insurance, Entrepreneur, Restructuring, B2B, Business Planning, Private Equity, Sales Management, Entrepreneurship, Risk Management, Sales, Small Business, Strategy, Marketing, Mergers & Acquisitions, Management, Leadership, Finance, Business Valuation, Budgets, Valuation, Consulting, Recruiting, Valuation, Business..., Small Business,..., Coaching, Selling, Business Development, Integration, Training, Franchising, Brokers, Leadership Development, Health Insurance, Change Management, Executive Coaching, Outsourcing, Medicare, Financial Services, Brokerage, Exit Strategies, Business, Strategic Consulting, Business Acquisition, Divestitures, Acquisitions, M&A experience
Education
MBA - University of Phoenix
MBA, College of Graduate Business Management
Kent State University
BBA, College of Business Management
Springtree Group -- Serving the Agent & Brokerage Community 1988 - Present
Apex Global Partners 2006 - 2008
USI 2003 - 2006
United Healthcare 2001 - 2002
Maxsol, Inc. 1999 - 2001
Birman & Associates 1997 - 1999
Foundation Health Systems 1995 - 1997
CIGNA Healthcare 1980 - 1995
Skills
Mergers, Company Acquisitions, Creative Financing, Due Diligence, Insurance, Entrepreneur, Restructuring, B2B, Business Planning, Private Equity, Sales Management, Entrepreneurship, Risk Management, Sales, Small Business, Strategy, Marketing, Mergers & Acquisitions, Management, Leadership, Finance, Business Valuation, Budgets, Valuation, Consulting, Recruiting, Valuation, Business..., Small Business,..., Coaching, Selling, Business Development, Integration, Training, Franchising, Brokers, Leadership Development, Health Insurance, Change Management, Executive Coaching, Outsourcing, Medicare, Financial Services, Brokerage, Exit Strategies, Business, Strategic Consulting, Business Acquisition, Divestitures, Acquisitions, M&A experience
Education
MBA - University of Phoenix
MBA, College of Graduate Business Management
Kent State University
BBA, College of Business Management
Paula Castillo Garza Paula Castillo Garza's Apex Global Partners Experience March 2007 - January 2010
Job Client Advisor Assistant at Bessemer Trust
Industry Oil & Energy
Experience
Bessemer Trust February 2013 - Present
Aventine Renewable Energy November 2010 - February 2013
Apex Global Partners March 2007 - January 2010
Scottish Re 2004 - 2007
Comerica Bank 1999 - 2002
The Greater Hispanic Chamber of Commerce 1991 - 1994
Ericsson 1983 - 1986
Skills
Employee Benefits, Microsoft Excel, Microsoft Office, Recruiting, Customer Service, Budgets, Outlook, Microsoft Word, Human Resources, Public Speaking, Accounts Payable
Education
The University of Texas at Dallas 1989 — 1991
BS, Business Administration
University of Texas at Austin 1980 — 1982
Business Administration
The University of Texas at San Antonio 1976 — 1980
BS, Business Administration
Bessemer Trust February 2013 - Present
Aventine Renewable Energy November 2010 - February 2013
Apex Global Partners March 2007 - January 2010
Scottish Re 2004 - 2007
Comerica Bank 1999 - 2002
The Greater Hispanic Chamber of Commerce 1991 - 1994
Ericsson 1983 - 1986
Skills
Employee Benefits, Microsoft Excel, Microsoft Office, Recruiting, Customer Service, Budgets, Outlook, Microsoft Word, Human Resources, Public Speaking, Accounts Payable
Education
The University of Texas at Dallas 1989 — 1991
BS, Business Administration
University of Texas at Austin 1980 — 1982
Business Administration
The University of Texas at San Antonio 1976 — 1980
BS, Business Administration
Patrick Lancaster's Apex Global Partners Experience June 2009 - June 2012
Job Property & Casualty Account Executive at Lipscomb Insurance Group,Inc.
Industry Insurance
Experience
The Lipscomb Insurance Group, Inc. August 2015 - Present
MHBT June 2012 - July 2015
Apex Global Partners June 2009 - June 2012
Corrigan-Jordan Insurance Agency, INC. July 1996 - July 2009
Skills
Farms, Commercial Insurance, Property & Casualty..., Apartments, Manufacturing, Condos, Personal Lines Auto, Aviation Insurance, Insurance, Construction Insurance, Brokers, General Insurance, Legal Liability, Excess, Liability, Professional Liability, Sales, Casualty Insurance, Workers Compensation, Risk Management, Account Management, Health Insurance, Mergers & Acquisitions
Education
University of Arkansas at Fayetteville 1991 — 1993
Jesuit
The Lipscomb Insurance Group, Inc. August 2015 - Present
MHBT June 2012 - July 2015
Apex Global Partners June 2009 - June 2012
Corrigan-Jordan Insurance Agency, INC. July 1996 - July 2009
Skills
Farms, Commercial Insurance, Property & Casualty..., Apartments, Manufacturing, Condos, Personal Lines Auto, Aviation Insurance, Insurance, Construction Insurance, Brokers, General Insurance, Legal Liability, Excess, Liability, Professional Liability, Sales, Casualty Insurance, Workers Compensation, Risk Management, Account Management, Health Insurance, Mergers & Acquisitions
Education
University of Arkansas at Fayetteville 1991 — 1993
Jesuit
Tommy McGuire Tommy McGuire's Apex Global Partners Experience April 2009 - July 2011
Job Elemetal Recycling
Industry Renewables & Environment
Experience
Echo Environmental January 2013 - Present
Ragland, Strother & Lafitte Insurance July 2011 - December 2012
Apex Global Partners April 2009 - July 2011
Develo Flies January 2009 - May 2009
Skills
Executive Management
Education
Texas Christian University 2006 — 2008
The University of Kansas 2004 — 2006
Echo Environmental January 2013 - Present
Ragland, Strother & Lafitte Insurance July 2011 - December 2012
Apex Global Partners April 2009 - July 2011
Develo Flies January 2009 - May 2009
Skills
Executive Management
Education
Texas Christian University 2006 — 2008
The University of Kansas 2004 — 2006
Jennifer Bethke's Apex Global Partners Experience June 2009 - June 2012
Job Marketing Representative at MHBT
Industry Insurance
Experience
MHBT June 2012 - Present
Envoy Air Inc., formerly American Eagle Airlines November 2006 - June 2015
Apex Global Partners June 2009 - June 2012
Corrigan-Jordan Insurance Agency September 2000 - June 2009
Skills
Insurance, Commercial Insurance, Property & Casualty..., Commercial Lines, Workers Compensation, Casualty, General Insurance, Liability, Umbrella Insurance, Brokers, Legal Liability, Customer Service, Casualty Insurance
Education
Dallas County Community College 1999 — 2001
Associate’s Degree, Liberal Arts and Sciences, General Studies and Humanities
Booker T. Washington High School for the Performing and Visual Arts 1996 — 1999
High School, Music Performance, General
MHBT June 2012 - Present
Envoy Air Inc., formerly American Eagle Airlines November 2006 - June 2015
Apex Global Partners June 2009 - June 2012
Corrigan-Jordan Insurance Agency September 2000 - June 2009
Skills
Insurance, Commercial Insurance, Property & Casualty..., Commercial Lines, Workers Compensation, Casualty, General Insurance, Liability, Umbrella Insurance, Brokers, Legal Liability, Customer Service, Casualty Insurance
Education
Dallas County Community College 1999 — 2001
Associate’s Degree, Liberal Arts and Sciences, General Studies and Humanities
Booker T. Washington High School for the Performing and Visual Arts 1996 — 1999
High School, Music Performance, General
Mark Hickney Mark Hickney's Apex Global Partners Experience September 2009 - Present
Job Experienced Employee Benefits Consultant
Industry Insurance
Experience
Apex Global Partners September 2009 - Present
Flintshire Enterprises LLC September 2002 - August 2009
Great-West Life and Annuity Insurance Company May 1976 - April 2002
Education
Loyola Marymount University 1975 — 1980
MBA and BS, Finance
Apex Global Partners September 2009 - Present
Flintshire Enterprises LLC September 2002 - August 2009
Great-West Life and Annuity Insurance Company May 1976 - April 2002
Education
Loyola Marymount University 1975 — 1980
MBA and BS, Finance
Jennifer Baird, CIC, ARM, CPCU Jennifer Baird, CIC, ARM, CPCU's Apex Global Partners Experience June 2006 - June 2008
Job Sr. Account Manager at MHBT
Industry Insurance
Experience
MHBT January 2015 - Present
Hub International June 2012 - November 2014
McGriff, Seibels & Williams November 2011 - June 2012
Us Risk Brokers Inc June 2011 - November 2011
Aon Risk Services February 2009 - September 2009
Bridge Insurance Partners June 2008 - February 2009
Apex Global Partners June 2006 - June 2008
USI Southwest 2000 - 2006
Skills
Property & Casualty..., Casualty, Underwriting, Commercial Insurance, Commercial Lines, Professional Liability, Brokers, Liability, Legal Liability, Insurance, General Insurance, Workers Compensation, Umbrella Insurance, D&O, Health Insurance, Employment Practices..., Claims Management, Claim, Excess, Reinsurance, Account Management, Inland Marine, Liability Analysis, Negotiation, Management, Leadership, Casualty Insurance, Term Life Insurance
Education
Texas Tech University 1988 — 1991
B.S., Marketing
MHBT January 2015 - Present
Hub International June 2012 - November 2014
McGriff, Seibels & Williams November 2011 - June 2012
Us Risk Brokers Inc June 2011 - November 2011
Aon Risk Services February 2009 - September 2009
Bridge Insurance Partners June 2008 - February 2009
Apex Global Partners June 2006 - June 2008
USI Southwest 2000 - 2006
Skills
Property & Casualty..., Casualty, Underwriting, Commercial Insurance, Commercial Lines, Professional Liability, Brokers, Liability, Legal Liability, Insurance, General Insurance, Workers Compensation, Umbrella Insurance, D&O, Health Insurance, Employment Practices..., Claims Management, Claim, Excess, Reinsurance, Account Management, Inland Marine, Liability Analysis, Negotiation, Management, Leadership, Casualty Insurance, Term Life Insurance
Education
Texas Tech University 1988 — 1991
B.S., Marketing
Jessica Lovato Jessica Lovato's Apex Global Partners Experience July 2001 - November 2009
Job Accounts Payable Specialist
Industry Accounting
Experience
Hyperion Oil & Gas November 2012 - Present
Terramesa Resort Properties January 2010 - November 2012
Apex Global Partners July 2001 - November 2009
Benefit Partners, Inc. June 1999 - September 2000
Skills
Microsoft Office, Journal Entries, Bank Reconciliation, General Ledger, Account Reconciliation, Accounts Payable, Year-end Close, Peachtree, SunSystems Software, QuickBooks, Quicken, 10 Key, Bookkeeping
Education
Art Institute of Dallas
Hyperion Oil & Gas November 2012 - Present
Terramesa Resort Properties January 2010 - November 2012
Apex Global Partners July 2001 - November 2009
Benefit Partners, Inc. June 1999 - September 2000
Skills
Microsoft Office, Journal Entries, Bank Reconciliation, General Ledger, Account Reconciliation, Accounts Payable, Year-end Close, Peachtree, SunSystems Software, QuickBooks, Quicken, 10 Key, Bookkeeping
Education
Art Institute of Dallas
Melissa Letow Melissa Letow's Apex Global Partners Experience July 2009 - April 2011
Job
Industry Insurance
Experience
Hub International April 2011 - Present
Apex Global Partners July 2009 - April 2011
Corrigan-Jordan Insurance Agency October 2006 - July 2009
Stewart Title North Texas 2002 - 2006
Skills
Casualty, Employee Benefits, Commercial Insurance, Underwriting, Property & Casualty..., Professional Liability, Insurance, Brokers, General Insurance, Legal Liability, Commercial Lines, Workers Compensation, Liability, Employment Practices..., Umbrella Insurance
Education
High Point University
Hub International April 2011 - Present
Apex Global Partners July 2009 - April 2011
Corrigan-Jordan Insurance Agency October 2006 - July 2009
Stewart Title North Texas 2002 - 2006
Skills
Casualty, Employee Benefits, Commercial Insurance, Underwriting, Property & Casualty..., Professional Liability, Insurance, Brokers, General Insurance, Legal Liability, Commercial Lines, Workers Compensation, Liability, Employment Practices..., Umbrella Insurance
Education
High Point University
Jesse Jay Beck Jesse Jay Beck's Apex Global Partners Experience 2008 - 2011
Job Healthcare Provider, Operator, Payer, Management Consulting and Entrepreneurial Expertise
Industry Hospital & Health Care
Experience
Texas Health Resources April 2013 - Present
Towers Watson 2011 - 2013
Apex Global Partners 2008 - 2011
Perot Museum of Nature & Science, Dallas 2007 - 2009
Century Healthcare (CHC) 2007 - 2008
Mutual of Omaha 2005 - 2007
Dallas Children's Museum 2004 - 2007
Canada Life 1994 - 2004
Unum 1989 - 1993
Skills
Management Consulting, Healthcare Technology, Mergers and Acquitions, Executive Management, Sales Management, Financial Control, Operations, Strategic Partnerships, Productivity Improvement, Strategic Leadership, Scalability, Social Media Healthcare..., Human Capital Data..., Cultural Transformation, Medical Home, Thought Leadership, Mergers, Human Capital, Social Media, Insurance, Program Management, Leadership, Human Resources, Employee Benefits, Change Management, Business Strategy, Business Development, Strategy, Medical Technology, Mergers & Acquisitions, Marketing, Finance, Healthcare, Private Equity, Employee Engagement, Health Insurance, Employee Relations, Marketing Strategy, Sales, Organizational Design, Cloud Computing, Consulting, Organizational..., Analysis, Organizational..., Strategic Planning, Analytics, Leadership Development, Start-ups, Process Improvement
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Business Administration and Management
Southern Methodist University 1985 — 1989
Bachelor of Science, Economics and Finance
Texas Health Resources April 2013 - Present
Towers Watson 2011 - 2013
Apex Global Partners 2008 - 2011
Perot Museum of Nature & Science, Dallas 2007 - 2009
Century Healthcare (CHC) 2007 - 2008
Mutual of Omaha 2005 - 2007
Dallas Children's Museum 2004 - 2007
Canada Life 1994 - 2004
Unum 1989 - 1993
Skills
Management Consulting, Healthcare Technology, Mergers and Acquitions, Executive Management, Sales Management, Financial Control, Operations, Strategic Partnerships, Productivity Improvement, Strategic Leadership, Scalability, Social Media Healthcare..., Human Capital Data..., Cultural Transformation, Medical Home, Thought Leadership, Mergers, Human Capital, Social Media, Insurance, Program Management, Leadership, Human Resources, Employee Benefits, Change Management, Business Strategy, Business Development, Strategy, Medical Technology, Mergers & Acquisitions, Marketing, Finance, Healthcare, Private Equity, Employee Engagement, Health Insurance, Employee Relations, Marketing Strategy, Sales, Organizational Design, Cloud Computing, Consulting, Organizational..., Analysis, Organizational..., Strategic Planning, Analytics, Leadership Development, Start-ups, Process Improvement
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Business Administration and Management
Southern Methodist University 1985 — 1989
Bachelor of Science, Economics and Finance
Barry Montgomery Barry Montgomery's Apex Global Partners Experience June 2006 - May 2011
Job Vice President at Hub International
Industry Insurance
Experience
Hub International May 2011 - Present
Apex Global Partners June 2006 - May 2011
USI Insurance Services March 2000 - May 2006
Skills
Risk Management, Hospitals, Long-term Care, Healthcare Industry, Physicians, Employee Benefits, Strategic Planning, General Insurance, Litigation Management, Reinsurance, Customer Service, Process Improvement, Claims Management, Public Speaking, Enterprise Risk..., Leadership, Financial Risk
Education
The University of Texas at Austin 1969 — 1973
Bachelor of Arts (B.A.), Music
Hub International May 2011 - Present
Apex Global Partners June 2006 - May 2011
USI Insurance Services March 2000 - May 2006
Skills
Risk Management, Hospitals, Long-term Care, Healthcare Industry, Physicians, Employee Benefits, Strategic Planning, General Insurance, Litigation Management, Reinsurance, Customer Service, Process Improvement, Claims Management, Public Speaking, Enterprise Risk..., Leadership, Financial Risk
Education
The University of Texas at Austin 1969 — 1973
Bachelor of Arts (B.A.), Music
Victoria Davis's Apex Global Partners Experience July 2008 - July 2012
Job Employee Benefits Attorney at Self Employed
Industry Human Resources
Experience
None July 2012 - Present
Apex Global Partners July 2008 - July 2012
Benefit Partners, Inc. April 1995 - July 2008
Ernst & Young March 1993 - April 1995
Hughes & Luce, LLP September 1985 - March 1993
Skills
ERISA, Employee Benefits, Benefits Administration, Executive Pay, Health Care Reform, Mergers, COBRA, Insurance, Defined Benefit, 401k, Employee Relations, Benefits Design, Health & Welfare..., Health Savings Accounts, Profit Sharing, Deferred Compensation, FMLA, Performance Management, Fiduciary, Flexible Spending..., Legal Compliance, Mergers & Acquisitions, Health Insurance, Disability Insurance, Brokers, Human Resources
Education
University of Alabama 1982 — 1985
J.D., Law
University of Michigan 1977 — 1981
B.A., Political Science, Economics, Philosophy
Holly High School
None July 2012 - Present
Apex Global Partners July 2008 - July 2012
Benefit Partners, Inc. April 1995 - July 2008
Ernst & Young March 1993 - April 1995
Hughes & Luce, LLP September 1985 - March 1993
Skills
ERISA, Employee Benefits, Benefits Administration, Executive Pay, Health Care Reform, Mergers, COBRA, Insurance, Defined Benefit, 401k, Employee Relations, Benefits Design, Health & Welfare..., Health Savings Accounts, Profit Sharing, Deferred Compensation, FMLA, Performance Management, Fiduciary, Flexible Spending..., Legal Compliance, Mergers & Acquisitions, Health Insurance, Disability Insurance, Brokers, Human Resources
Education
University of Alabama 1982 — 1985
J.D., Law
University of Michigan 1977 — 1981
B.A., Political Science, Economics, Philosophy
Holly High School
Bruce R. Nordstrom, FSA, EA, MAAA's Apex Global Partners Experience April 2008 - June 2012
Job Senior Consulting Actuary at MHBT
Industry Financial Services
Experience
MHBT 2008 - Present
Apex Global Partners April 2008 - June 2012
Mercer Human Resource Consulting January 1995 - March 2008
Skills
FSA 2010, Employee Benefits, Benefits Administration, Executive Pay, Defined Benefit, 401k, COBRA, Actuarial Science, Health Savings Accounts, Deferred Compensation, Pensions, ERISA, Insurance, Health Insurance
Education
University of Illinois at Urbana-Champaign
Actuarial Science
MHBT 2008 - Present
Apex Global Partners April 2008 - June 2012
Mercer Human Resource Consulting January 1995 - March 2008
Skills
FSA 2010, Employee Benefits, Benefits Administration, Executive Pay, Defined Benefit, 401k, COBRA, Actuarial Science, Health Savings Accounts, Deferred Compensation, Pensions, ERISA, Insurance, Health Insurance
Education
University of Illinois at Urbana-Champaign
Actuarial Science
Penny McRoberts's Apex Global Partners Experience March 2009 - September 2010
Job Registered Investment Advisor
Industry Financial Services
Experience
The Online 401(k) 2010 - 2012
Apex Global Partners March 2009 - September 2010
Strategic Investments Group February 2006 - June 2008
Morgan Keegan and Co. August 2000 - December 2006
Everen / First Union February 1995 - August 2000
Skills
401k, ERISA
Education
California College of the Arts
BA, communication, fine art
University of California, Berkeley
st.louis park sr high
The Online 401(k) 2010 - 2012
Apex Global Partners March 2009 - September 2010
Strategic Investments Group February 2006 - June 2008
Morgan Keegan and Co. August 2000 - December 2006
Everen / First Union February 1995 - August 2000
Skills
401k, ERISA
Education
California College of the Arts
BA, communication, fine art
University of California, Berkeley
st.louis park sr high
Michelle Bowman's Apex Global Partners Experience May 2008 - January 2010
Job at Brinson Benefits
Industry Insurance
Experience
Brinson Benefits April 2010 - Present
Apex Global Partners May 2008 - January 2010
BrooksBittner & Associates May 2007 - April 2008
BrooksBittner & Associates August 2003 - April 2007
BrooksBittner & Associates January 2001 - July 2003
Skills
Employee Benefits, Insurance, Account Management, Health Savings Accounts, Disability Insurance, Management, COBRA, Health Insurance, Term Life Insurance, Brokers, Life Insurance, Long-term Care, Self-funded, Underwriting, Leadership, Benefits Administration
Education
Midwestern State University 1997 — 2000
BBA, Marketing
Brinson Benefits April 2010 - Present
Apex Global Partners May 2008 - January 2010
BrooksBittner & Associates May 2007 - April 2008
BrooksBittner & Associates August 2003 - April 2007
BrooksBittner & Associates January 2001 - July 2003
Skills
Employee Benefits, Insurance, Account Management, Health Savings Accounts, Disability Insurance, Management, COBRA, Health Insurance, Term Life Insurance, Brokers, Life Insurance, Long-term Care, Self-funded, Underwriting, Leadership, Benefits Administration
Education
Midwestern State University 1997 — 2000
BBA, Marketing
Chris Chastain's Apex Global Partners Experience May 2007 - September 2010
Job Pension Administrator at North American Coal
Industry Mining & Metals
Experience
North American Coal October 2010 - Present
Apex Global Partners May 2007 - September 2010
Akin Gump Strauss Hauer & Feld LLP September 1998 - May 2007
Leggette & Company, Inc. 1994 - 1998
Skills
Mergers & Acquisitions, 401k, Pensions, Benefits Administration, Employee Benefits, Microsoft Excel, Performance Management, FMLA, Human Resources, Labor Relations, Financial Reporting, Accounting, Defined Benefit, Financial Analysis, ERISA, Deferred Compensation
Education
The University of Texas at Arlington - College of Business 1989 — 1994
BBA, Accounting
North American Coal October 2010 - Present
Apex Global Partners May 2007 - September 2010
Akin Gump Strauss Hauer & Feld LLP September 1998 - May 2007
Leggette & Company, Inc. 1994 - 1998
Skills
Mergers & Acquisitions, 401k, Pensions, Benefits Administration, Employee Benefits, Microsoft Excel, Performance Management, FMLA, Human Resources, Labor Relations, Financial Reporting, Accounting, Defined Benefit, Financial Analysis, ERISA, Deferred Compensation
Education
The University of Texas at Arlington - College of Business 1989 — 1994
BBA, Accounting
Brett Cline's Apex Global Partners Experience September 2009 - December 2009
Job Banking Professional
Industry Banking
Experience
U. S. Census Bureau 2010 - 2010
Apex Global Partners September 2009 - December 2009
Borders January 2006 - June 2009
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 2003
BBA, Finance and Accounting
U. S. Census Bureau 2010 - 2010
Apex Global Partners September 2009 - December 2009
Borders January 2006 - June 2009
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 2003
BBA, Finance and Accounting
Carl Cox's Apex Global Partners Experience April 2003 - August 2010
Job Business Analyst at Excentus
Industry Marketing and Advertising
Experience
Excentus August 2014 - Present
Excentus August 2013 - August 2014
Excentus April 2013 - August 2013
Excentus April 2012 - April 2013
Excentus November 2010 - April 2012
Apex Global Partners April 2003 - August 2010
Fidelity Investments April 1998 - September 2002
Skills
Team Leadership, Customer Service, Change Management, Sales, Performance Management, Process Improvement, Employee Relations, Strategic Planning, Team Building
Education
The University of Texas at Arlington
Excentus August 2014 - Present
Excentus August 2013 - August 2014
Excentus April 2013 - August 2013
Excentus April 2012 - April 2013
Excentus November 2010 - April 2012
Apex Global Partners April 2003 - August 2010
Fidelity Investments April 1998 - September 2002
Skills
Team Leadership, Customer Service, Change Management, Sales, Performance Management, Process Improvement, Employee Relations, Strategic Planning, Team Building
Education
The University of Texas at Arlington
W. Eric Hulett's Apex Global Partners Experience May 2004 - April 2009
Job Law Office of W. Eric Hulett
Industry Legal Services
Experience
Law Office of W Eric Hulett May 2009 - Present
Apex Global Partners May 2004 - April 2009
Alltel Wireless 2001 - 2004
Arnall Golden Gregory LLP 1999 - 2001
Jackson Walker LLP 1996 - 1999
Haynes and Boone, LLP May 1996 - August 1996
Skills
Litigation, Corporate Law, Family Law, Personal Injury, ERISA, Employee Benefits, HIPAA, Health and Welfare, Disability, Tax Advisory, Civil Litigation, Commercial Litigation, Estate Planning, Legal Research, Legal Writing, Trial Practice, Trials, Dispute, Disability Insurance, Attorneys, Mediation, Courts
Education
Drake University Law School 1993 — 1996
JD, Law
The University of Texas at Austin 1983 — 1988
Bachelor of Arts (B.A.), Economics
Highland Park High School 1979 — 1983
High School
Law Office of W Eric Hulett May 2009 - Present
Apex Global Partners May 2004 - April 2009
Alltel Wireless 2001 - 2004
Arnall Golden Gregory LLP 1999 - 2001
Jackson Walker LLP 1996 - 1999
Haynes and Boone, LLP May 1996 - August 1996
Skills
Litigation, Corporate Law, Family Law, Personal Injury, ERISA, Employee Benefits, HIPAA, Health and Welfare, Disability, Tax Advisory, Civil Litigation, Commercial Litigation, Estate Planning, Legal Research, Legal Writing, Trial Practice, Trials, Dispute, Disability Insurance, Attorneys, Mediation, Courts
Education
Drake University Law School 1993 — 1996
JD, Law
The University of Texas at Austin 1983 — 1988
Bachelor of Arts (B.A.), Economics
Highland Park High School 1979 — 1983
High School
Brian Blakeman's Apex Global Partners Experience December 2009 - July 2012
Job Chief Financial Officer | Chief Compliance Officer at Tailwater Capital, LLC
Industry Investment Management
Experience
Tailwater Capital, LLC September 2013 - Present
Advanced Plan for Health August 2012 - September 2013
Apex Global Partners December 2009 - July 2012
Tobat Capital 2000 - 2012
FairPay Solutions January 2006 - September 2009
EW Blanch Holdings June 1997 - June 2000
Education
St. Edward's University 1993 — 1997
Tailwater Capital, LLC September 2013 - Present
Advanced Plan for Health August 2012 - September 2013
Apex Global Partners December 2009 - July 2012
Tobat Capital 2000 - 2012
FairPay Solutions January 2006 - September 2009
EW Blanch Holdings June 1997 - June 2000
Education
St. Edward's University 1993 — 1997
Charles Levi's Apex Global Partners Experience June 2009 - June 2012
Job Producer at MHBT
Industry Insurance
Experience
MHBT June 2012 - Present
Apex Global Partners June 2009 - June 2012
Skills
Commercial Insurance, Property & Casualty..., Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Brokers, Term Life Insurance, Long-term Care, Microsoft Office, Benefits Administration, Health Care Reform, Public Speaking, 401k
Education
North Texas U Texas Local Recording Insurance Agents Licensing Course Crum and Foster special Insura 1970 — 1975
North Tx 2 years 1969 — 1971
None, Psychology, Business, sales, Junior, in college
North Texas, did not graduate
Thomas Jefferson High School
Insurance P&C
University of North Texas
University of North Texas
MHBT June 2012 - Present
Apex Global Partners June 2009 - June 2012
Skills
Commercial Insurance, Property & Casualty..., Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Brokers, Term Life Insurance, Long-term Care, Microsoft Office, Benefits Administration, Health Care Reform, Public Speaking, 401k
Education
North Texas U Texas Local Recording Insurance Agents Licensing Course Crum and Foster special Insura 1970 — 1975
North Tx 2 years 1969 — 1971
None, Psychology, Business, sales, Junior, in college
North Texas, did not graduate
Thomas Jefferson High School
Insurance P&C
University of North Texas
University of North Texas
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO