Balboa Insurance Group
Industry: Insurance company
DescriptionFounded: 1948 Parent organizations: Bank of America, BAC Home Loans Servicing, LP, BA Insurance Group, Inc. Subsidiaries: Meritplan Insurance Company, Newport Insurance Company, Newport E&S Insurance Co
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Balboa Insurance Group Employees
Employee
Years
Job
Industry
Bob Barbarowicz Bob Barbarowicz's Balboa Insurance Group Experience September 2006 - January 2009
Job Insurance & Regulatory Partner at Michelman & Robinson, LLP
Industry Insurance
Experience
Michelman & Robinson, LLP November 2011 - Present
QBE First June 2011 - November 2011
Balboa Insurance Group, Bank of America Insurance Services July 1999 - June 2011
Balboa Insurance Group September 2006 - January 2009
Bank of America 2008 - 2009
Balboa Insurance Group January 2003 - August 2006
Balboa Insurance Group December 1999 - May 2003
Countrywide Financial Corp July 1999 - January 2003
National Information Group July 1996 - July 1999
Rubinstein & Perry, LLP and Rubinstein & Perry, PC April 1991 - June 1996
Skills
Corporate Governance, Insurance Law, Litigation, Insurance, Mergers, Banking, Corporate Law, Litigation Management, Securities Regulation, Securities, Mergers & Acquisitions, Casualty, Life Insurance, Finance, Financial Regulation, Arbitration, Acquisitions, Banking Law, Mediation, Privacy Law, Civil Litigation, Licensing, Due Diligence, Commercial Litigation, Liability, Dispute Resolution, Legal Writing, Legal Compliance, Bankruptcy, Employment Law, Legal Research, Intellectual Property, Private Equity, Product Liability, Casualty Insurance
Education
Dickinson Law 1968 — 1971
JD, Law
Penn State University 1964 — 1968
BA, Journalism, Political Science
Michelman & Robinson, LLP November 2011 - Present
QBE First June 2011 - November 2011
Balboa Insurance Group, Bank of America Insurance Services July 1999 - June 2011
Balboa Insurance Group September 2006 - January 2009
Bank of America 2008 - 2009
Balboa Insurance Group January 2003 - August 2006
Balboa Insurance Group December 1999 - May 2003
Countrywide Financial Corp July 1999 - January 2003
National Information Group July 1996 - July 1999
Rubinstein & Perry, LLP and Rubinstein & Perry, PC April 1991 - June 1996
Skills
Corporate Governance, Insurance Law, Litigation, Insurance, Mergers, Banking, Corporate Law, Litigation Management, Securities Regulation, Securities, Mergers & Acquisitions, Casualty, Life Insurance, Finance, Financial Regulation, Arbitration, Acquisitions, Banking Law, Mediation, Privacy Law, Civil Litigation, Licensing, Due Diligence, Commercial Litigation, Liability, Dispute Resolution, Legal Writing, Legal Compliance, Bankruptcy, Employment Law, Legal Research, Intellectual Property, Private Equity, Product Liability, Casualty Insurance
Education
Dickinson Law 1968 — 1971
JD, Law
Penn State University 1964 — 1968
BA, Journalism, Political Science
Karen Linson Karen Linson's Balboa Insurance Group Experience 1982 - 1989
Job Senior Legal Typist at State Compensation Insurance Fund
Industry Insurance
Experience
State Compensation Insurance Fund June 2005 - Present
Fountain Valley School District March 2002 - June 2005
Tustin Lexus 1993 - 1997
Balboa Insurance Group 1982 - 1989
Education
California State University-Long Beach 1999 — 2002
BS, Liberal Studies
Golden West College 1989 — 1990
AA Liberal Arts
State Compensation Insurance Fund June 2005 - Present
Fountain Valley School District March 2002 - June 2005
Tustin Lexus 1993 - 1997
Balboa Insurance Group 1982 - 1989
Education
California State University-Long Beach 1999 — 2002
BS, Liberal Studies
Golden West College 1989 — 1990
AA Liberal Arts
Darren Hume Darren Hume's Balboa Insurance Group Experience February 2006 - July 2007
Job Director of Marketing at TransUnion
Industry Marketing and Advertising
Experience
TransUnion August 2014 - Present
Aetna April 2012 - February 2014
UnitedHealth Group/Optum Rx July 2007 - January 2012
Balboa Insurance Group February 2006 - July 2007
H&R Block Mortgage 2000 - 2006
Locus Direct Marketing 1999 - 2000
Grizzard Advertising 1996 - 1999
Skills
Direct Marketing, Strategic Planning, Lead Generation, Advertising, Vendor Management, Product Management, Marketing Partnerships, Marketing Strategy, Brand Development, Market Research, Marketing Communications, Product Marketing, Online Marketing, Account Management, Marketing, Management, E-commerce, SEO, CRM, Analytics, Email Marketing, Leadership, Integrated Marketing, Web Analytics, Forecasting, New Business Development, Digital Marketing, Online Advertising, Sales, B2B Marketing, Cross-functional Team..., Budgets, Strategy, Creative Direction, Social Media Marketing, SEM, Social Media, Marketing Management
Education
University of Redlands
MBA, Business Administration
Azusa Pacific University 1992 — 1996
Bachelor of Science, Marketing
TransUnion August 2014 - Present
Aetna April 2012 - February 2014
UnitedHealth Group/Optum Rx July 2007 - January 2012
Balboa Insurance Group February 2006 - July 2007
H&R Block Mortgage 2000 - 2006
Locus Direct Marketing 1999 - 2000
Grizzard Advertising 1996 - 1999
Skills
Direct Marketing, Strategic Planning, Lead Generation, Advertising, Vendor Management, Product Management, Marketing Partnerships, Marketing Strategy, Brand Development, Market Research, Marketing Communications, Product Marketing, Online Marketing, Account Management, Marketing, Management, E-commerce, SEO, CRM, Analytics, Email Marketing, Leadership, Integrated Marketing, Web Analytics, Forecasting, New Business Development, Digital Marketing, Online Advertising, Sales, B2B Marketing, Cross-functional Team..., Budgets, Strategy, Creative Direction, Social Media Marketing, SEM, Social Media, Marketing Management
Education
University of Redlands
MBA, Business Administration
Azusa Pacific University 1992 — 1996
Bachelor of Science, Marketing
Eric Schirding Eric Schirding's Balboa Insurance Group Experience 2005 - 2007
Job Workers' Comp and Liability Insurance Advisor, Risk Management Consulting, and Avid Softball Player
Industry Insurance
Experience
United Western Insurance Brokers 2009 - Present
Abernathy Insurance Agency 2007 - 2009
Balboa Insurance Group 2005 - 2007
Skills
Employment Practices..., Workers Compensation, Legal Liability, Risk Management, D&O, Professional Liability, Property & Casualty..., Insurance, Underwriting, Liability
Education
California State University-Northridge 2002 — 2004
Bachelor's, Business Management
Pasadena City College 1999 — 2001
La Canada High School 1995 — 1999
United Western Insurance Brokers 2009 - Present
Abernathy Insurance Agency 2007 - 2009
Balboa Insurance Group 2005 - 2007
Skills
Employment Practices..., Workers Compensation, Legal Liability, Risk Management, D&O, Professional Liability, Property & Casualty..., Insurance, Underwriting, Liability
Education
California State University-Northridge 2002 — 2004
Bachelor's, Business Management
Pasadena City College 1999 — 2001
La Canada High School 1995 — 1999
Jerry Ferenczy Jerry Ferenczy's Balboa Insurance Group Experience 1985 - 1990
Job Chief Financial Officer at Ferenczy + Paul LLP
Industry Insurance
Experience
Ferenczy + Paul LLP November 2010 - Present
Access Insurance Holdings, Inc. 2006 - November 2010
American Safety Insurance Services, Inc. 2005 - 2006
American Safety Insurance 2005 - 2006
Vesta Insurance Group 2002 - 2003
ING 1999 - 2002
Balboa Insurance Group 1985 - 1990
Skills
Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Internal Audit, Risk Management, Insurance, Internal Controls
Education
Aurora University 1974 — 1980
BA, accounting
Georgia College and State University
Georgia College and State University
Ferenczy + Paul LLP November 2010 - Present
Access Insurance Holdings, Inc. 2006 - November 2010
American Safety Insurance Services, Inc. 2005 - 2006
American Safety Insurance 2005 - 2006
Vesta Insurance Group 2002 - 2003
ING 1999 - 2002
Balboa Insurance Group 1985 - 1990
Skills
Accounting, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Internal Audit, Risk Management, Insurance, Internal Controls
Education
Aurora University 1974 — 1980
BA, accounting
Georgia College and State University
Georgia College and State University
Lawrence Shin Lawrence Shin's Balboa Insurance Group Experience November 2002 - October 2004
Job Advisor at New Village Charter High School
Industry Education Management
Experience
New Village Charter High School October 2009 - Present
Los Altos High School August 2007 - June 2009
Balboa Insurance Group November 2002 - October 2004
Skills
Coaching, Teaching, Organizational..., Leadership Development, Management Consulting, Change Management, Staff Development, Public Speaking, Personal Development, Research, E-Learning, Higher Education, Nonprofits, English, Curriculum Design, Strategic Planning
Education
University of California, Los Angeles 2013 — 2014
Master, Educational Leadership and Administration, General
California State University-Fullerton 2005 — 2006
Teaching Credential
New Village Charter High School October 2009 - Present
Los Altos High School August 2007 - June 2009
Balboa Insurance Group November 2002 - October 2004
Skills
Coaching, Teaching, Organizational..., Leadership Development, Management Consulting, Change Management, Staff Development, Public Speaking, Personal Development, Research, E-Learning, Higher Education, Nonprofits, English, Curriculum Design, Strategic Planning
Education
University of California, Los Angeles 2013 — 2014
Master, Educational Leadership and Administration, General
California State University-Fullerton 2005 — 2006
Teaching Credential
Mary Lee Turner, FLMI, ACS, AIAA, ALHC's Balboa Insurance Group Experience April 2002 - December 2006
Job Insurance Professional
Industry Insurance
Experience
Insco Insurance Services 2007 - 2012
Balboa Insurance Group April 2002 - December 2006
PacifiCare LIfe Companies November 1997 - April 2002
Freemont Life Insurance Company January 1991 - October 1997
Skills
Reinsurance, Financial Analysis, Life Insurance, Account Reconciliation, Business Continuity, Department Start-up, Risk Management, Insurance, Process Improvement, Claim, Finance, Analysis
Education
California State University-Fullerton
Insco Insurance Services 2007 - 2012
Balboa Insurance Group April 2002 - December 2006
PacifiCare LIfe Companies November 1997 - April 2002
Freemont Life Insurance Company January 1991 - October 1997
Skills
Reinsurance, Financial Analysis, Life Insurance, Account Reconciliation, Business Continuity, Department Start-up, Risk Management, Insurance, Process Improvement, Claim, Finance, Analysis
Education
California State University-Fullerton
Christopher Trapp Christopher Trapp's Balboa Insurance Group Experience August 2002 - July 2005
Job at
Industry Information Technology and Services
Experience
Tectonic (gettectonic.com) September 2014 - Present
Independent August 2011 - Present
Independent IT Consultant/Contractor October 2008 - Present
Independent Consultant April 2013 - July 2013
Bank of America 2009 - August 2011
Underwriters Laboratories February 2008 - December 2008
First American Title June 2006 - January 2007
First American Title December 2005 - May 2006
Balboa Insurance Group August 2002 - July 2005
Inforte 1997 - 2002
Skills
CRM, Program Management, Process Improvement, Management, Entrepreneurship, Project Management, SDLC, Visio, Software Development, Data Center, Business Process, Business Intelligence, Vendor Management, Change Management, Budgets, Problem Solving, Team Management, PMO, IT Strategy, Project Server, Siebel, Cross-functional Team..., Team Leadership, Quality Assurance, Microsoft SQL Server, Project Delivery, Data Center Intergration, Document Management, Negotiation, Team Building, Disaster Recovery, Process Engineering, Relationship Management, Salesforce.com, PMP, Software Project...
Education
Texas A&M University
MBA
The University of Texas at Austin
BBA
Tectonic (gettectonic.com) September 2014 - Present
Independent August 2011 - Present
Independent IT Consultant/Contractor October 2008 - Present
Independent Consultant April 2013 - July 2013
Bank of America 2009 - August 2011
Underwriters Laboratories February 2008 - December 2008
First American Title June 2006 - January 2007
First American Title December 2005 - May 2006
Balboa Insurance Group August 2002 - July 2005
Inforte 1997 - 2002
Skills
CRM, Program Management, Process Improvement, Management, Entrepreneurship, Project Management, SDLC, Visio, Software Development, Data Center, Business Process, Business Intelligence, Vendor Management, Change Management, Budgets, Problem Solving, Team Management, PMO, IT Strategy, Project Server, Siebel, Cross-functional Team..., Team Leadership, Quality Assurance, Microsoft SQL Server, Project Delivery, Data Center Intergration, Document Management, Negotiation, Team Building, Disaster Recovery, Process Engineering, Relationship Management, Salesforce.com, PMP, Software Project...
Education
Texas A&M University
MBA
The University of Texas at Austin
BBA
Bambie Danner-Newcomb Bambie Danner-Newcomb's Balboa Insurance Group Experience June 2007 - July 2008
Job Claims Manager at Automobile Club of Southern California
Industry Insurance
Experience
Automobile Club of Southern California November 2014 - Present
Automobile Club of Southern California October 2013 - November 2014
Automobile Club of Southern California January 2009 - October 2013
Balboa Insurance Group June 2007 - July 2008
Balboa Insurance Group January 2000 - June 2007
Skills
Insurance, Compliance, SOX, Auditing, Internal Audit, Claims, Risk Management, Process Improvement, Audit, Financial Risk, Sarbanes-Oxley, Business Process..., Claim, Sarbanes-Oxley Act, Internal Controls, Leadership, Financial Analysis, Financial Audits, Training, Analysis, Quality Assurance, Enterprise Risk..., Risk Assessment, Management, Finance, Executive Management, Accounting, Financial Reporting, Banking, Human Resources, Forecasting, CISA, Business Process, Access
Education
California State University-Fullerton 1979 — 1983
Bachelor's Degree, Business Administration & Marketing
Automobile Club of Southern California November 2014 - Present
Automobile Club of Southern California October 2013 - November 2014
Automobile Club of Southern California January 2009 - October 2013
Balboa Insurance Group June 2007 - July 2008
Balboa Insurance Group January 2000 - June 2007
Skills
Insurance, Compliance, SOX, Auditing, Internal Audit, Claims, Risk Management, Process Improvement, Audit, Financial Risk, Sarbanes-Oxley, Business Process..., Claim, Sarbanes-Oxley Act, Internal Controls, Leadership, Financial Analysis, Financial Audits, Training, Analysis, Quality Assurance, Enterprise Risk..., Risk Assessment, Management, Finance, Executive Management, Accounting, Financial Reporting, Banking, Human Resources, Forecasting, CISA, Business Process, Access
Education
California State University-Fullerton 1979 — 1983
Bachelor's Degree, Business Administration & Marketing
Monique Young, MBA / MISM Monique Young, MBA / MISM's Balboa Insurance Group Experience March 2008 - January 2011
Job Sr Business Analyst at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain June 2013 - Present
LAN International January 2011 - June 2013
Balboa Insurance Group March 2008 - January 2011
DIRECTV September 1999 - March 2008
Skills
SDLC, Access, Excel, Documentation, Word, Windows, Business Requirements, SharePoint, Accounting, Compliance, Lotus Notes, SQL, SOX, Requirements Analysis, MS Project, Business Analysis, Databases, Visio, Microsoft Office, PowerPoint, Microsoft Excel, Software Documentation, Microsoft Word, Analysis, Scrum, Software Development, Enterprise Architecture, Sarbanes-Oxley Act, Business Process, Quality Assurance, Requirements Gathering, Leadership, Enterprise Software, Waterfall, IT Management, User Acceptance Testing, Training
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
MISM, Information Systems Management
Keller Graduate School of Management of DeVry University 2004 — 2007
MBA, Business Administration
University of California, Riverside 1994 — 1999
Bachelors of Science, Accounting
Iron Mountain June 2013 - Present
LAN International January 2011 - June 2013
Balboa Insurance Group March 2008 - January 2011
DIRECTV September 1999 - March 2008
Skills
SDLC, Access, Excel, Documentation, Word, Windows, Business Requirements, SharePoint, Accounting, Compliance, Lotus Notes, SQL, SOX, Requirements Analysis, MS Project, Business Analysis, Databases, Visio, Microsoft Office, PowerPoint, Microsoft Excel, Software Documentation, Microsoft Word, Analysis, Scrum, Software Development, Enterprise Architecture, Sarbanes-Oxley Act, Business Process, Quality Assurance, Requirements Gathering, Leadership, Enterprise Software, Waterfall, IT Management, User Acceptance Testing, Training
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
MISM, Information Systems Management
Keller Graduate School of Management of DeVry University 2004 — 2007
MBA, Business Administration
University of California, Riverside 1994 — 1999
Bachelors of Science, Accounting
Amber (Lofgreen) Marler's Balboa Insurance Group Experience 2007 - 2010
Job Commercial Claims Adjuster at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance 2011 - 2012
Balboa Insurance Group 2007 - 2010
AIG 2006 - 2007
Infinity Insurance 2004 - 2006
Skills
Property & Casualty..., Casualty, Casualty Insurance, Claim, Commercial Insurance, Customer Service, Excess, General Insurance, Microsoft Office, Process Improvement, Underwriting, Insurance
Education
Arizona State University 2000 — 2003
Bachelor of Science (B.S.), Justice Studies
University of Arizona 1999 — 2000
Farmers Insurance 2011 - 2012
Balboa Insurance Group 2007 - 2010
AIG 2006 - 2007
Infinity Insurance 2004 - 2006
Skills
Property & Casualty..., Casualty, Casualty Insurance, Claim, Commercial Insurance, Customer Service, Excess, General Insurance, Microsoft Office, Process Improvement, Underwriting, Insurance
Education
Arizona State University 2000 — 2003
Bachelor of Science (B.S.), Justice Studies
University of Arizona 1999 — 2000
Kenneth Slaton Kenneth Slaton's Balboa Insurance Group Experience 2001 - 2002
Job President at Global Portfolio Strategies, Inc.
Industry Insurance
Experience
Global Portfolio Strategies, Inc. (a subsidiary of Global Benefits Group) August 2014 - Present
Global Benefits Group (GBG) 2013 - Present
ACE Group 2010 - 2013
ALICO 2002 - 2010
Balboa Insurance Group 2001 - 2002
AIG 2000 - 2001
American Bankers Insurance Group 1991 - 1999
First Union National Bank 1989 - 1991
Eagle National Bank 1986 - 1989
United States Marine Corps 1978 - 1989
Skills
Insurance, Retail Banking, Consumer Finance, New Business Development, Executive Management, Customer Relations, Financial Services, CRM, Relationship Management, Strategy, Customer Service, Business Planning, Health Insurance, Sales Management, Strategic Planning, Management, Business Development, Risk Management, Reinsurance, Life Insurance, Brokers, Employee Benefits, Credit, Financial Risk, Business Strategy, Direct Marketing, Underwriting, Business Analysis, General Insurance, Customer Retention, Leadership, Product Development, Banking, Change Management, Marketing, Bancassurance, Sales, Marketing Strategy, Portfolio Management, Casualty, Claims Management, Recruiting, Claim, Commercial Insurance, Insurance Brokerage, Property & Casualty..., Commercial Lines, Professional Liability, Actuarial Science, Legal Liability
Education
University of Pennsylvania - The Wharton School 2000 — 2000
Certificate, E-Commerce
Barry University 1989 — 1991
MBA, Business
Franklin University 1984 — 1986
Banking & Finance
Marquette University 1979 — 1980
Certificate, Consumer Credit Management
Sinclair Community College 1977 — 1979
Accounting & Data Processing
Global Portfolio Strategies, Inc. (a subsidiary of Global Benefits Group) August 2014 - Present
Global Benefits Group (GBG) 2013 - Present
ACE Group 2010 - 2013
ALICO 2002 - 2010
Balboa Insurance Group 2001 - 2002
AIG 2000 - 2001
American Bankers Insurance Group 1991 - 1999
First Union National Bank 1989 - 1991
Eagle National Bank 1986 - 1989
United States Marine Corps 1978 - 1989
Skills
Insurance, Retail Banking, Consumer Finance, New Business Development, Executive Management, Customer Relations, Financial Services, CRM, Relationship Management, Strategy, Customer Service, Business Planning, Health Insurance, Sales Management, Strategic Planning, Management, Business Development, Risk Management, Reinsurance, Life Insurance, Brokers, Employee Benefits, Credit, Financial Risk, Business Strategy, Direct Marketing, Underwriting, Business Analysis, General Insurance, Customer Retention, Leadership, Product Development, Banking, Change Management, Marketing, Bancassurance, Sales, Marketing Strategy, Portfolio Management, Casualty, Claims Management, Recruiting, Claim, Commercial Insurance, Insurance Brokerage, Property & Casualty..., Commercial Lines, Professional Liability, Actuarial Science, Legal Liability
Education
University of Pennsylvania - The Wharton School 2000 — 2000
Certificate, E-Commerce
Barry University 1989 — 1991
MBA, Business
Franklin University 1984 — 1986
Banking & Finance
Marquette University 1979 — 1980
Certificate, Consumer Credit Management
Sinclair Community College 1977 — 1979
Accounting & Data Processing
Amber Creed Amber Creed's Balboa Insurance Group Experience May 2008 - August 2008
Job Multimedia Graphic Designer at Edgar Snyder & Associates
Industry Graphic Design
Experience
Edgar Snyder & Associates July 2012 - Present
Edgar Snyder & Associates June 2012 - July 2012
Pittsburgh Magazine January 2011 - April 2012
Lionface Productions August 2010 - January 2011
Pittsburgh Magazine May 2010 - August 2010
Pittsburgh CLO May 2009 - August 2009
Balboa Insurance Group May 2008 - August 2008
Bath and Body Works May 2007 - December 2007
Mary D'Angelo Performing Arts Center August 2006 - May 2007
Skills
Graphic Design, Typography, Creative Writing, Motion Graphics, Video Production, Infographic Design, Graphics, Advertising, Logo Design, Information Graphics, Photography, Layout, Web Design, Adobe Creative Suite, Art, Brochures, Copy Editing, Editing, Illustrator, Mac, Magazines, Marketing, Multimedia, Posters, Social Media, Social Media Marketing, Video Editing, Editorial, InDesign, Dreamweaver
Education
Bowling Green State University 2007 — 2011
Bachelor of Science in Technology, Visual Communication Technology
Mercyhurst College 2006 — 2007
Moon High School 2002 — 2006
High school diploma
Edgar Snyder & Associates July 2012 - Present
Edgar Snyder & Associates June 2012 - July 2012
Pittsburgh Magazine January 2011 - April 2012
Lionface Productions August 2010 - January 2011
Pittsburgh Magazine May 2010 - August 2010
Pittsburgh CLO May 2009 - August 2009
Balboa Insurance Group May 2008 - August 2008
Bath and Body Works May 2007 - December 2007
Mary D'Angelo Performing Arts Center August 2006 - May 2007
Skills
Graphic Design, Typography, Creative Writing, Motion Graphics, Video Production, Infographic Design, Graphics, Advertising, Logo Design, Information Graphics, Photography, Layout, Web Design, Adobe Creative Suite, Art, Brochures, Copy Editing, Editing, Illustrator, Mac, Magazines, Marketing, Multimedia, Posters, Social Media, Social Media Marketing, Video Editing, Editorial, InDesign, Dreamweaver
Education
Bowling Green State University 2007 — 2011
Bachelor of Science in Technology, Visual Communication Technology
Mercyhurst College 2006 — 2007
Moon High School 2002 — 2006
High school diploma
James Snitker James Snitker's Balboa Insurance Group Experience March 1981 - October 1999
Job Lead Business Analyst at StoneRiver
Industry Information Technology and Services
Experience
StoneRiver May 2006 - Present
Balboa Insurance Company June 2000 - October 2005
QuickStart Technologies October 1999 - June 2000
Balboa Insurance Group March 1981 - October 1999
Allstate July 1977 - March 1981
Education
California State University-Long Beach 1975 — 1977
Bachelor's degree, Business Administration and Management, General
Palomar College 1973 — 1974
Associates Degree
StoneRiver May 2006 - Present
Balboa Insurance Company June 2000 - October 2005
QuickStart Technologies October 1999 - June 2000
Balboa Insurance Group March 1981 - October 1999
Allstate July 1977 - March 1981
Education
California State University-Long Beach 1975 — 1977
Bachelor's degree, Business Administration and Management, General
Palomar College 1973 — 1974
Associates Degree
Mark Gotfred Mark Gotfred's Balboa Insurance Group Experience January 2007 - March 2009
Job Sales Executive Sentry Insurance National Accounts
Industry Insurance
Experience
Sentry Insurance May 2010 - Present
CIGNA Healthcare September 2009 - January 2010
Balboa Insurance Group January 2007 - March 2009
Scottsdale Insurance Company February 2002 - December 2006
Scottsdale Insurance Company February 1998 - February 2002
Scottsdale Insurance Company February 1990 - February 1998
SCF Arizona March 1987 - February 1990
Skills
Commercial Insurance, Insurance, Management, Underwriting, Workers Compensation, Property & Casualty..., Employee Benefits, Strategy, Sales, Liability, Brokers, Claim, Legal Liability, Casualty, General Insurance, Casualty Insurance
Education
Colorado State University-Pueblo 1979 — 1984
Bachelor of Business Administration (BBA)
Sentry Insurance May 2010 - Present
CIGNA Healthcare September 2009 - January 2010
Balboa Insurance Group January 2007 - March 2009
Scottsdale Insurance Company February 2002 - December 2006
Scottsdale Insurance Company February 1998 - February 2002
Scottsdale Insurance Company February 1990 - February 1998
SCF Arizona March 1987 - February 1990
Skills
Commercial Insurance, Insurance, Management, Underwriting, Workers Compensation, Property & Casualty..., Employee Benefits, Strategy, Sales, Liability, Brokers, Claim, Legal Liability, Casualty, General Insurance, Casualty Insurance
Education
Colorado State University-Pueblo 1979 — 1984
Bachelor of Business Administration (BBA)
Lisa Cramer Lisa Cramer's Balboa Insurance Group Experience September 2001 - August 2007
Job SVP, National Accounts at QBE
Industry Insurance
Experience
QBE September 2007 - Present
Balboa Insurance Group September 2001 - August 2007
Owens & Associates February 2000 - August 2001
ADPRO December 1995 - September 1999
Skills
Insurance, Property & Casualty..., Strategic Planning, Sales Management, Underwriting, Marketing Communications, Marketing, Public Relations, Strategy, Market Research, Contract Negotiation, Leadership, Sales, Project Management, Team Building, Change Management, Marketing Strategy, New Business Development, Vendor Management, Process Improvement, Account Management, Copywriting, General Insurance, Pricing, Management, Commercial Insurance, CRM, Brokers, Relationship Management, Executive Management, Customer Retention, Employee Benefits, Workers Compensation, Casualty, Liability, Health Insurance, Commercial Lines, Legal Liability, Risk Management, Casualty Insurance
Education
Ohio University 2014 — 2016
Master of Business Administration (M.B.A.)
Xavier University 1990 — 1994
BA, Advertising
QBE September 2007 - Present
Balboa Insurance Group September 2001 - August 2007
Owens & Associates February 2000 - August 2001
ADPRO December 1995 - September 1999
Skills
Insurance, Property & Casualty..., Strategic Planning, Sales Management, Underwriting, Marketing Communications, Marketing, Public Relations, Strategy, Market Research, Contract Negotiation, Leadership, Sales, Project Management, Team Building, Change Management, Marketing Strategy, New Business Development, Vendor Management, Process Improvement, Account Management, Copywriting, General Insurance, Pricing, Management, Commercial Insurance, CRM, Brokers, Relationship Management, Executive Management, Customer Retention, Employee Benefits, Workers Compensation, Casualty, Liability, Health Insurance, Commercial Lines, Legal Liability, Risk Management, Casualty Insurance
Education
Ohio University 2014 — 2016
Master of Business Administration (M.B.A.)
Xavier University 1990 — 1994
BA, Advertising
John Dickson John Dickson's Balboa Insurance Group Experience May 2005 - June 2011
Job CEO/President at AIC/Insurmark
Industry Insurance
Experience
AIC/Insurmark June 2014 - Present
QBE North America June 2011 - June 2014
Balboa Insurance Group May 2005 - June 2011
Blank & Meenan, P.A. 1995 - 2005
Florida Office of Insurance Regulation January 1993 - January 1995
Skills
Insurance, Finance, Leadership, Risk Management, Team Leadership, Management, Strategic Planning, Program Management, Product Management, Vendor Management, Product Development, Underwriting, Strategy, Team Building, Property & Casualty..., Business Analysis, Negotiation, Pricing, Process Improvement
Education
Florida State University College of Law 1990 — 1993
Doctor of Law (J.D.)
Duke University 1986 — 1990
BSE, Biomedical engineering
AIC/Insurmark June 2014 - Present
QBE North America June 2011 - June 2014
Balboa Insurance Group May 2005 - June 2011
Blank & Meenan, P.A. 1995 - 2005
Florida Office of Insurance Regulation January 1993 - January 1995
Skills
Insurance, Finance, Leadership, Risk Management, Team Leadership, Management, Strategic Planning, Program Management, Product Management, Vendor Management, Product Development, Underwriting, Strategy, Team Building, Property & Casualty..., Business Analysis, Negotiation, Pricing, Process Improvement
Education
Florida State University College of Law 1990 — 1993
Doctor of Law (J.D.)
Duke University 1986 — 1990
BSE, Biomedical engineering
Sergio Anguiano Sergio Anguiano's Balboa Insurance Group Experience April 2007 - September 2008
Job Technical Assistance Manager at Apollo Group
Industry Higher Education
Experience
Apollo Group November 2008 - Present
Balboa insurance Group April 2007 - September 2008
TeleTech 1998 - 2003
Skills
Customer Satisfaction, Call Center, Process Improvement, Leadership, Workforce Management, Team Leadership, Training, Vendor Management, Customer Service, Operations Management, Call Centers, Coaching, Performance Management, Quality Assurance, Team Building, Cross-functional Team..., Technical Support
Education
California State University-Northridge 1992 — 1998
Apollo Group November 2008 - Present
Balboa insurance Group April 2007 - September 2008
TeleTech 1998 - 2003
Skills
Customer Satisfaction, Call Center, Process Improvement, Leadership, Workforce Management, Team Leadership, Training, Vendor Management, Customer Service, Operations Management, Call Centers, Coaching, Performance Management, Quality Assurance, Team Building, Cross-functional Team..., Technical Support
Education
California State University-Northridge 1992 — 1998
Bebe Benzing Bebe Benzing's Balboa Insurance Group Experience April 2006 - November 2006
Job Lending Protection Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group July 2007 - Present
Balboa Insurance Group April 2006 - November 2006
CUNA Mutual Group July 2001 - March 2006
CUNA Mutual Group February 2000 - July 2001
CUNA Mutual Group March 1996 - February 2000
Collins Credit Union October 1982 - April 1996
Skills
Insurance, Underwriting, Training, Employee Benefits, Health Insurance, Credit, Property & Casualty..., Loans, Process Improvement, Marketing, Customer Service, Account Management, Coaching, Sales, New Business Development, Commercial Insurance, Financial Services, Risk Management, Life Insurance, Leadership, Banking, Relationship Management, Team Building, Business Analysis, Customer Retention, Financial Analysis
Education
Mount Mercy University
BA
CUNA Mutual Group July 2007 - Present
Balboa Insurance Group April 2006 - November 2006
CUNA Mutual Group July 2001 - March 2006
CUNA Mutual Group February 2000 - July 2001
CUNA Mutual Group March 1996 - February 2000
Collins Credit Union October 1982 - April 1996
Skills
Insurance, Underwriting, Training, Employee Benefits, Health Insurance, Credit, Property & Casualty..., Loans, Process Improvement, Marketing, Customer Service, Account Management, Coaching, Sales, New Business Development, Commercial Insurance, Financial Services, Risk Management, Life Insurance, Leadership, Banking, Relationship Management, Team Building, Business Analysis, Customer Retention, Financial Analysis
Education
Mount Mercy University
BA
Tammy Anton Tammy Anton's Balboa Insurance Group Experience May 2007 - November 2008
Job Agency Owner at Farmers Insurance Tammy Anton Agency
Industry Insurance
Experience
Farmers Insurance - Tammy Anton Agency April 2014 - Present
Citizens Bank 2009 - 2013
Balboa Insurance Group May 2007 - November 2008
Skills
Life Insurance, Commercial Insurance, Property & Casualty..., Accident Insurance, Whole Life, REO
Education
Carlow University 2002 — 2006
Bachelor of Science (BS), Management Information Systems, General
Farmers Insurance - Tammy Anton Agency April 2014 - Present
Citizens Bank 2009 - 2013
Balboa Insurance Group May 2007 - November 2008
Skills
Life Insurance, Commercial Insurance, Property & Casualty..., Accident Insurance, Whole Life, REO
Education
Carlow University 2002 — 2006
Bachelor of Science (BS), Management Information Systems, General
Joseph Fincher Joseph Fincher's Balboa Insurance Group Experience November 2003 - October 2006
Job Teacher (Houston ISD) and Managing Editor (Wings Inc. Publishing)
Industry Information Technology and Services
Experience
Houston ISD - Austin High School August 2013 - Present
Wings Inc. Publishing April 2012 - Present
GCCISDQ August 2011 - July 2013
Goose Creek CISD August 2010 - July 2011
TPA Specialists August 2008 - June 2010
Dimont and Associates August 2007 - March 2008
Texas Department of Family and Protective Services February 2007 - August 2007
Balboa Insurance Group November 2003 - October 2006
Skills
Creative Writing, Lesson Planning, Classroom, Tutoring, Literacy, Educational Technology, Curriculum Development, Curriculum Design, Microsoft Word, Secondary Education, Instructional Technology, Training, Classroom Management, Teaching, Copy Editing, Microsoft Office, Microsoft Excel, Differentiated..., Community Outreach, Instructional Design, Teacher Training, Staff Development, Editing, Curriculum Assessment, Integrating Technology..., PowerPoint, Special Education, English grammar, Language Arts, Blogging, ESL, Public Speaking, Research, Computers, Microsoft PowerPoint, Microsoft Access, Image/Document Scanning, Website Maintenance, Website Development, Website Building, Mac OS X, Type to Learn, Keyboarding Skills, Classroom Design, Classroom Assessment, Classroom Delivery, High School Students, Grade Level Content...
Education
University of North Texas 2006 — 2009
Bachelor of Arts, English - Creative Writing
Collin County Community College 2004 — 2006
English Language and Literature, General
Houston ISD - Austin High School August 2013 - Present
Wings Inc. Publishing April 2012 - Present
GCCISDQ August 2011 - July 2013
Goose Creek CISD August 2010 - July 2011
TPA Specialists August 2008 - June 2010
Dimont and Associates August 2007 - March 2008
Texas Department of Family and Protective Services February 2007 - August 2007
Balboa Insurance Group November 2003 - October 2006
Skills
Creative Writing, Lesson Planning, Classroom, Tutoring, Literacy, Educational Technology, Curriculum Development, Curriculum Design, Microsoft Word, Secondary Education, Instructional Technology, Training, Classroom Management, Teaching, Copy Editing, Microsoft Office, Microsoft Excel, Differentiated..., Community Outreach, Instructional Design, Teacher Training, Staff Development, Editing, Curriculum Assessment, Integrating Technology..., PowerPoint, Special Education, English grammar, Language Arts, Blogging, ESL, Public Speaking, Research, Computers, Microsoft PowerPoint, Microsoft Access, Image/Document Scanning, Website Maintenance, Website Development, Website Building, Mac OS X, Type to Learn, Keyboarding Skills, Classroom Design, Classroom Assessment, Classroom Delivery, High School Students, Grade Level Content...
Education
University of North Texas 2006 — 2009
Bachelor of Arts, English - Creative Writing
Collin County Community College 2004 — 2006
English Language and Literature, General
Samara Kuaile's Balboa Insurance Group Experience October 2004 - July 2008
Job Vice President, Marketing at Bank of America
Industry Marketing and Advertising
Experience
Bank of America July 2008 - Present
Balboa Insurance Group October 2004 - July 2008
Teacher Created Materials July 2000 - December 2003
Oakland County Bar Association August 1998 - June 1999
BBDO August 1993 - January 1996
Skills
Project Management, Strategic Planning, Cross-functional Team..., MS Office Suite..., CRM: Filemaker Pro,..., Adobe Photoshop &..., Mac and PC OS, Copywriting, Salesforce.com, Direct Mail, Email Marketing, SEO, Marketing, Advertising, Analytics, B2B, Market Research, Marketing Communications, Press Releases, Product Marketing, SEM, Strategy
Education
Michigan State University 1989 — 1992
Bachelors
Bank of America July 2008 - Present
Balboa Insurance Group October 2004 - July 2008
Teacher Created Materials July 2000 - December 2003
Oakland County Bar Association August 1998 - June 1999
BBDO August 1993 - January 1996
Skills
Project Management, Strategic Planning, Cross-functional Team..., MS Office Suite..., CRM: Filemaker Pro,..., Adobe Photoshop &..., Mac and PC OS, Copywriting, Salesforce.com, Direct Mail, Email Marketing, SEO, Marketing, Advertising, Analytics, B2B, Market Research, Marketing Communications, Press Releases, Product Marketing, SEM, Strategy
Education
Michigan State University 1989 — 1992
Bachelors
Christina Iacano Christina Iacano's Balboa Insurance Group Experience May 2008 - Present
Job SIU Investigator at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group May 2008 - Present
Education
East Stroudsburg University of Pennsylvania 1991 — 1995
BA, Sociology/Social Work
Balboa Insurance Group May 2008 - Present
Education
East Stroudsburg University of Pennsylvania 1991 — 1995
BA, Sociology/Social Work
David Kuhn David Kuhn's Balboa Insurance Group Experience May 2004 - September 2011
Job President Pacific Region at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group March 2012 - Present
QBE Insurance June 2011 - March 2012
Balboa Insurance Group May 2004 - September 2011
St. Paul Insurance Company May 2000 - May 2004
Hartford Specialty February 1998 - May 2000
Skills
Underwriting
Education
Le Moyne College 1980 — 1984
BS, Business/Finance
The Hanover Insurance Group March 2012 - Present
QBE Insurance June 2011 - March 2012
Balboa Insurance Group May 2004 - September 2011
St. Paul Insurance Company May 2000 - May 2004
Hartford Specialty February 1998 - May 2000
Skills
Underwriting
Education
Le Moyne College 1980 — 1984
BS, Business/Finance
Kathy Melgar's Balboa Insurance Group Experience April 2000 - August 2004
Job Assistant Vice President, Product Delivery at Pacific Life
Industry Financial Services
Experience
Pacific Life April 2015 - Present
Pacific Life November 2011 - Present
Bank of America July 2011 - November 2011
Carrington Mortgage Holdings July 2007 - May 2011
Bank of America August 2004 - June 2007
Balboa Insurance Group April 2000 - August 2004
Balboa Life and Casualty April 1990 - March 2000
Pacific Mutual 1980 - 1990
Skills
Project Governance, Risk Management, Health Insurance, SDLC, Project Management, Process Improvement, Vendor Management, Strategic Planning, Start-ups, Mortgage Servicing, Change Management, Contract Negotiation, Insurance, Integration, Training, Business Analysis, Business Intelligence, Team Building, Business Process..., Project Planning, Program Management, Business Strategy, Management, Strategy, Governance, IT Strategy, PMO
Education
La Sierra University 1975 — 1976
General Education
Loma Linda University 1975 — 1975
Undergraduate studies
Columbia Union College 1973 — 1974
General Education
Pacific Life April 2015 - Present
Pacific Life November 2011 - Present
Bank of America July 2011 - November 2011
Carrington Mortgage Holdings July 2007 - May 2011
Bank of America August 2004 - June 2007
Balboa Insurance Group April 2000 - August 2004
Balboa Life and Casualty April 1990 - March 2000
Pacific Mutual 1980 - 1990
Skills
Project Governance, Risk Management, Health Insurance, SDLC, Project Management, Process Improvement, Vendor Management, Strategic Planning, Start-ups, Mortgage Servicing, Change Management, Contract Negotiation, Insurance, Integration, Training, Business Analysis, Business Intelligence, Team Building, Business Process..., Project Planning, Program Management, Business Strategy, Management, Strategy, Governance, IT Strategy, PMO
Education
La Sierra University 1975 — 1976
General Education
Loma Linda University 1975 — 1975
Undergraduate studies
Columbia Union College 1973 — 1974
General Education
seetha Seetha.K seetha Seetha.K's Balboa Insurance Group Experience February 2007 - February 2009
Job Senior web developer at Experian Consumer Direct
Industry Financial Services
Experience
Experian Consumer Direct January 2010 - Present
Bank of America February 2007 - December 2010
Balboa Insurance Group February 2007 - February 2009
Skills
Requirements Analysis, SOA, SDLC, SQL, Software Project..., Business Analysis, Agile Methodologies, Web Services, ETL, .NET, Data Modeling, Microsoft SQL Server, Solution Architecture, SSRS
Education
Bharathidasan University 2005 — 2007
MCA, computers
Bharathidasan University 1997 — 2000
MCA, computers
Acharya Nagarjuna University 1996 — 1997
Bsc, Electronics
Experian Consumer Direct January 2010 - Present
Bank of America February 2007 - December 2010
Balboa Insurance Group February 2007 - February 2009
Skills
Requirements Analysis, SOA, SDLC, SQL, Software Project..., Business Analysis, Agile Methodologies, Web Services, ETL, .NET, Data Modeling, Microsoft SQL Server, Solution Architecture, SSRS
Education
Bharathidasan University 2005 — 2007
MCA, computers
Bharathidasan University 1997 — 2000
MCA, computers
Acharya Nagarjuna University 1996 — 1997
Bsc, Electronics
Cynthia Berger's Balboa Insurance Group Experience August 1997 - July 2001
Job Marketing Automation, Demand Center & Field Marketer
Industry Marketing and Advertising
Experience
Citrix August 2012 - Present
Kofax, Inc. March 2008 - August 2012
First American CoreLogic June 2004 - September 2007
MarQuest Group, Inc. August 2001 - May 2004
Balboa Insurance Group August 1997 - July 2001
Cal Fed Ins Agency and Washington Mutual Ins Svcs December 1993 - August 1997
Skills
B2B Marketing, Online Marketing, Database Mining, High Tech, Demand Generation, Brand Management, Marketing Operations, Thought Leadership, Response Analysis, Online Advertising, SaaS, Database Marketing, Salesforce.com, Data Mining, Direct Marketing, Marketing Automation, Enterprise Software, CRM, Strategy, Lead Generation, Product Marketing, Email Marketing, Cross-functional Team..., Channel Partners, B2B, SEM, Strategic Partnerships, Enterprise Content..., Cloud Computing, Professional Services, Marketing Management, SEO, Business Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
MBA, Management
Wayne State University 1983 — 1987
Bachelors, Business Finance
Citrix August 2012 - Present
Kofax, Inc. March 2008 - August 2012
First American CoreLogic June 2004 - September 2007
MarQuest Group, Inc. August 2001 - May 2004
Balboa Insurance Group August 1997 - July 2001
Cal Fed Ins Agency and Washington Mutual Ins Svcs December 1993 - August 1997
Skills
B2B Marketing, Online Marketing, Database Mining, High Tech, Demand Generation, Brand Management, Marketing Operations, Thought Leadership, Response Analysis, Online Advertising, SaaS, Database Marketing, Salesforce.com, Data Mining, Direct Marketing, Marketing Automation, Enterprise Software, CRM, Strategy, Lead Generation, Product Marketing, Email Marketing, Cross-functional Team..., Channel Partners, B2B, SEM, Strategic Partnerships, Enterprise Content..., Cloud Computing, Professional Services, Marketing Management, SEO, Business Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
MBA, Management
Wayne State University 1983 — 1987
Bachelors, Business Finance
Becky Collins, MBA Becky Collins, MBA's Balboa Insurance Group Experience 2008 - 2008
Job Senior Functional Analyst Business Intelligence at SPAWAR
Industry Information Technology and Services
Experience
SRA International May 2015 - Present
CSCI Consulting, Inc., Becky Collins Consulting 1999 - Present
Louisiana Department of Revenue October 2010 - October 2014
Verizon Wireless 2006 - 2009
PCAA 2008 - 2008
Balboa Insurance Group 2008 - 2008
Red Mountain Retail Group 2006 - 2007
Tickets.com June 2006 - November 2006
AMO August 2005 - November 2005
ConAgra Foods 2004 - 2005
Skills
Finance, Forecasting, Financial Analysis, Budgets, Project Management, Financial Modeling, Analysis, Business Analysis, Process Improvement, Change Management, Business Intelligence, Financial Reporting, Data Analysis, Management Consulting, Consulting, Business Process..., Microsoft Excel, Access, Visio, Management, Executive Management, SAP, Leadership, Operations Management, Analytics, Business Process, Internal Controls, Business Development, Strategic Financial..., Internal Audit, Team Building, Business Strategy, Strategy, Mergers & Acquisitions, Business Planning, Vendor Management, Start-ups, Cross-functional Team..., Risk Management, Program Management, Strategic Planning, Recruiting, ERP, Training, Policy, CRM
Education
Fielding Graduate University 2007 — 2012
MA and PhD
University of Redlands 1998 — 2000
MBA
University of New Orleans 1976 — 1981
BA
SRA International May 2015 - Present
CSCI Consulting, Inc., Becky Collins Consulting 1999 - Present
Louisiana Department of Revenue October 2010 - October 2014
Verizon Wireless 2006 - 2009
PCAA 2008 - 2008
Balboa Insurance Group 2008 - 2008
Red Mountain Retail Group 2006 - 2007
Tickets.com June 2006 - November 2006
AMO August 2005 - November 2005
ConAgra Foods 2004 - 2005
Skills
Finance, Forecasting, Financial Analysis, Budgets, Project Management, Financial Modeling, Analysis, Business Analysis, Process Improvement, Change Management, Business Intelligence, Financial Reporting, Data Analysis, Management Consulting, Consulting, Business Process..., Microsoft Excel, Access, Visio, Management, Executive Management, SAP, Leadership, Operations Management, Analytics, Business Process, Internal Controls, Business Development, Strategic Financial..., Internal Audit, Team Building, Business Strategy, Strategy, Mergers & Acquisitions, Business Planning, Vendor Management, Start-ups, Cross-functional Team..., Risk Management, Program Management, Strategic Planning, Recruiting, ERP, Training, Policy, CRM
Education
Fielding Graduate University 2007 — 2012
MA and PhD
University of Redlands 1998 — 2000
MBA
University of New Orleans 1976 — 1981
BA
Lynne Villarete Lynne Villarete's Balboa Insurance Group Experience 2007 - 2008
Job Marketing Product Manager II at Bank of America
Industry Banking
Experience
Bank of America Corporation January 2008 - Present
Balboa Insurance Group 2007 - 2008
Balboa Insurance Group 2005 - 2007
Automobile Club of Southern California January 1997 - January 2004
Automobile Club of Southern California January 1993 - January 1997
Automobile Club of Southern California January 1991 - January 1993
Automobile Club of Southern California January 1987 - January 1991
Automobile Club of Southern California January 1983 - January 1987
Automobile Club of Southern California January 1981 - January 1983
Los Angeles Unified School District and Archdiocese of Los Angeles January 1972 - January 1981
Education
Insurance Institute of America
Chartered Property Casualty Underwriter (CPCU)
California State University-Los Angeles
Bachelor of Arts, K-12 Teaching Credential
University of California, Los Angeles
Bachelor of Arts, Italian, Minor - Psychology
Bank of America Corporation January 2008 - Present
Balboa Insurance Group 2007 - 2008
Balboa Insurance Group 2005 - 2007
Automobile Club of Southern California January 1997 - January 2004
Automobile Club of Southern California January 1993 - January 1997
Automobile Club of Southern California January 1991 - January 1993
Automobile Club of Southern California January 1987 - January 1991
Automobile Club of Southern California January 1983 - January 1987
Automobile Club of Southern California January 1981 - January 1983
Los Angeles Unified School District and Archdiocese of Los Angeles January 1972 - January 1981
Education
Insurance Institute of America
Chartered Property Casualty Underwriter (CPCU)
California State University-Los Angeles
Bachelor of Arts, K-12 Teaching Credential
University of California, Los Angeles
Bachelor of Arts, Italian, Minor - Psychology
Herb Richter's Balboa Insurance Group Experience 1994 - 2006
Job Quality Assurance / Workday Consultant
Industry Information Technology and Services
Experience
TimeSaver Systems July 2014 - Present
eNamix September 2014 - August 2015
Purify Art October 2013 - 2015
Kaseya Development March 2010 - October 2013
Capital Group October 2006 - July 2009
Capital Group October 2006 - July 2007
Balboa Insurance Group 1994 - 2006
Skills
Software Development, Software Quality..., IT Management, Software Project..., Troubleshooting, Process Improvement, SaaS, Agile Methodologies, Databases, .NET, SDLC, Security, Testing, Test Automation, Change Management, ITIL, Team Leadership, Six Sigma, Cross-functional Team..., Vendor Management, Quality Assurance, Project Management, SharePoint, Management, Integration, Leadership, Infrastructure, SQL, Cloud Computing, Architecture, Strategic Planning, Software Documentation, Oracle, Scrum, Requirements Analysis, Web Applications, Analysis, Program Management, Disaster Recovery, Budgets, Networking, PMO, Requirements Gathering, Project Portfolio..., Business Process, IT Strategy, Team Building, Systems Analysis, Business Process..., Information Technology
Education
Northwestern University
BSEE, Emphasis on Computer Science
TimeSaver Systems July 2014 - Present
eNamix September 2014 - August 2015
Purify Art October 2013 - 2015
Kaseya Development March 2010 - October 2013
Capital Group October 2006 - July 2009
Capital Group October 2006 - July 2007
Balboa Insurance Group 1994 - 2006
Skills
Software Development, Software Quality..., IT Management, Software Project..., Troubleshooting, Process Improvement, SaaS, Agile Methodologies, Databases, .NET, SDLC, Security, Testing, Test Automation, Change Management, ITIL, Team Leadership, Six Sigma, Cross-functional Team..., Vendor Management, Quality Assurance, Project Management, SharePoint, Management, Integration, Leadership, Infrastructure, SQL, Cloud Computing, Architecture, Strategic Planning, Software Documentation, Oracle, Scrum, Requirements Analysis, Web Applications, Analysis, Program Management, Disaster Recovery, Budgets, Networking, PMO, Requirements Gathering, Project Portfolio..., Business Process, IT Strategy, Team Building, Systems Analysis, Business Process..., Information Technology
Education
Northwestern University
BSEE, Emphasis on Computer Science
Scott Sherbourne Scott Sherbourne's Balboa Insurance Group Experience February 2008 - November 2008
Job Personal Lines Sales Director
Industry Insurance
Experience
PayneWest Insurance January 2013 - Present
Western States Insurance/PayneWest Insurance October 2008 - Present
Balboa Insurance Group February 2008 - November 2008
Allstate Insurance January 1994 - February 2008
Skills
Insurance, Disability Insurance, Strategic Planning, Long-term Care, New Business Development, Estate Planning, Health Insurance, Commercial Insurance, Property & Casualty..., Legal Liability, Risk Management, Management, Sales, Sales Management, Analysis, Brokers, Training, Strategy, Business Development, Employee Benefits, Leadership, Workers Compensation, Casualty, Recruiting, Life Insurance, Professional Liability, Umbrella Insurance, D&O, Small Business, Term Life Insurance, Underwriting, Customer Retention, Liability, Business Planning, Claim, Start-ups
Education
Linfield College 1989 — 1992
BS, Business Administration
George Fox University 1988 — 1989
Business Administration, Management and Operations
PayneWest Insurance January 2013 - Present
Western States Insurance/PayneWest Insurance October 2008 - Present
Balboa Insurance Group February 2008 - November 2008
Allstate Insurance January 1994 - February 2008
Skills
Insurance, Disability Insurance, Strategic Planning, Long-term Care, New Business Development, Estate Planning, Health Insurance, Commercial Insurance, Property & Casualty..., Legal Liability, Risk Management, Management, Sales, Sales Management, Analysis, Brokers, Training, Strategy, Business Development, Employee Benefits, Leadership, Workers Compensation, Casualty, Recruiting, Life Insurance, Professional Liability, Umbrella Insurance, D&O, Small Business, Term Life Insurance, Underwriting, Customer Retention, Liability, Business Planning, Claim, Start-ups
Education
Linfield College 1989 — 1992
BS, Business Administration
George Fox University 1988 — 1989
Business Administration, Management and Operations
Leo Gutierrez Leo Gutierrez's Balboa Insurance Group Experience March 2003 - November 2012
Job IT Contractor / Programmer at University of California, Riverside
Industry Insurance
Experience
University of California, Riverside December 2014 - Present
QBE FIRST May 2012 - April 2014
Balboa Insurance Group March 2003 - November 2012
Balboa Insurance Group March 2000 - February 2003
Balboa Insurance Group / Avco Financial Services June 1995 - February 1999
Skills
COBOL, SDLC, Analysis, JCL, Process Improvement, Visio, CICS, Requirements Analysis, Requirements Gathering, IBM Mainframe, IBM Utilities, Business Analysis, Vendor Management, SQL, Data Warehousing, Business Intelligence, Software Documentation, Software Project..., Microsoft Excel, Microsoft Word, Panvalet, VSAM, IDMS, Microsoft Access, TSO, DYL 280, Xpediter, Fileaid, MVS, Testing, System Testing, Peer Reviews, Telecommuting, Project Management, MS Project, Team-oriented, Mainframe, Business Requirements, User Acceptance Testing, Disaster Recovery, Troubleshooting, Access
Education
California State University-Los Angeles 1986 — 1994
BS, Information Systems
Riverside City College 2014 — 2016
Information Technology
San Gabriel High School 1982 — 1986
High School Diploma, College Prep
University of California, Riverside December 2014 - Present
QBE FIRST May 2012 - April 2014
Balboa Insurance Group March 2003 - November 2012
Balboa Insurance Group March 2000 - February 2003
Balboa Insurance Group / Avco Financial Services June 1995 - February 1999
Skills
COBOL, SDLC, Analysis, JCL, Process Improvement, Visio, CICS, Requirements Analysis, Requirements Gathering, IBM Mainframe, IBM Utilities, Business Analysis, Vendor Management, SQL, Data Warehousing, Business Intelligence, Software Documentation, Software Project..., Microsoft Excel, Microsoft Word, Panvalet, VSAM, IDMS, Microsoft Access, TSO, DYL 280, Xpediter, Fileaid, MVS, Testing, System Testing, Peer Reviews, Telecommuting, Project Management, MS Project, Team-oriented, Mainframe, Business Requirements, User Acceptance Testing, Disaster Recovery, Troubleshooting, Access
Education
California State University-Los Angeles 1986 — 1994
BS, Information Systems
Riverside City College 2014 — 2016
Information Technology
San Gabriel High School 1982 — 1986
High School Diploma, College Prep
Courtney Palladino Courtney Palladino's Balboa Insurance Group Experience May 2006 - November 2007
Job Director, Business Development at AmTrust Financial Services, Inc. (AFSI)
Industry Insurance
Experience
AmTrust Financial Services, Inc. (AFSI) May 2012 - Present
ADT Security Services December 2011 - April 2012
QBE the Americas June 2011 - December 2011
Bank of America March 2008 - June 2011
Bank of America December 2007 - March 2008
Balboa Insurance Group May 2006 - November 2007
Skills
Insurance, Mortgage Lending, Management, Portfolio Management, Sales, Extended Warranty, Vehicle Service..., Home Warranty, Strategic Planning, Strategy, Customer Retention, New Business Development, Program Management, Sales Management, Leadership, Sales Presentations, Executive Management, Risk Management, Customer Satisfaction, CRM, Employee Benefits, Business Development, Retail, Training, Underwriting, Process Improvement, Vendor Management, Account Management
Education
Syracuse University 2001 — 2005
Business Management, Marketing
Christian Brothers Academy High School 1995 — 2001
Regents Diploma
AmTrust Financial Services, Inc. (AFSI) May 2012 - Present
ADT Security Services December 2011 - April 2012
QBE the Americas June 2011 - December 2011
Bank of America March 2008 - June 2011
Bank of America December 2007 - March 2008
Balboa Insurance Group May 2006 - November 2007
Skills
Insurance, Mortgage Lending, Management, Portfolio Management, Sales, Extended Warranty, Vehicle Service..., Home Warranty, Strategic Planning, Strategy, Customer Retention, New Business Development, Program Management, Sales Management, Leadership, Sales Presentations, Executive Management, Risk Management, Customer Satisfaction, CRM, Employee Benefits, Business Development, Retail, Training, Underwriting, Process Improvement, Vendor Management, Account Management
Education
Syracuse University 2001 — 2005
Business Management, Marketing
Christian Brothers Academy High School 1995 — 2001
Regents Diploma
Michelle Mejia Michelle Mejia's Balboa Insurance Group Experience March 2003 - March 2005
Job Senior Accountant at Autobytel
Industry Automotive
Experience
Autobytel September 2005 - Present
Internet Holdings March 2005 - August 2005
Balboa Insurance Group March 2003 - March 2005
Teletrac January 2002 - March 2003
Skills
Account Reconciliation, Accruals, Analysis, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Accounting, Financial Reporting, Financial Analysis, Cash Flow, QuickBooks, Microsoft Excel, Great Plains Software, FRx, Management, Finance, Corporate Finance
Education
University of Phoenix 2003 — 2005
MBA
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1995
BA, Accounting
Autobytel September 2005 - Present
Internet Holdings March 2005 - August 2005
Balboa Insurance Group March 2003 - March 2005
Teletrac January 2002 - March 2003
Skills
Account Reconciliation, Accruals, Analysis, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Accounting, Financial Reporting, Financial Analysis, Cash Flow, QuickBooks, Microsoft Excel, Great Plains Software, FRx, Management, Finance, Corporate Finance
Education
University of Phoenix 2003 — 2005
MBA
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1995
BA, Accounting
Harvey Espinosa Harvey Espinosa's Balboa Insurance Group Experience August 2007 - June 2009
Job Vice President, Regulatory Officer at QBE North America
Industry Insurance
Experience
QBE North America June 2011 - Present
Bank of America June 2009 - June 2011
Balboa Insurance Group August 2007 - June 2009
Balboa Insurance Group June 2006 - August 2007
Balboa Insurance Group August 2005 - June 2006
Balboa Insurance Group August 2002 - August 2005
Western United Insurance Company February 2000 - August 2002
Allstate 1997 - 2000
Allstate 1988 - 1997
Skills
Underwriting, Risk Management, Insurance, Property, General Insurance, Commercial Insurance, Brokers, Casualty, Claim, Claims Management, Enterprise Risk..., Financial Risk, Legal Liability, Liability, Market Conduct, Portfolio Management, Process Improvement, Professional Liability, Property, Reinsurance, Umbrella Insurance, Workers Compensation
Education
University of California, Irvine 1981 — 1986
BA, Economics
QBE North America June 2011 - Present
Bank of America June 2009 - June 2011
Balboa Insurance Group August 2007 - June 2009
Balboa Insurance Group June 2006 - August 2007
Balboa Insurance Group August 2005 - June 2006
Balboa Insurance Group August 2002 - August 2005
Western United Insurance Company February 2000 - August 2002
Allstate 1997 - 2000
Allstate 1988 - 1997
Skills
Underwriting, Risk Management, Insurance, Property, General Insurance, Commercial Insurance, Brokers, Casualty, Claim, Claims Management, Enterprise Risk..., Financial Risk, Legal Liability, Liability, Market Conduct, Portfolio Management, Process Improvement, Professional Liability, Property, Reinsurance, Umbrella Insurance, Workers Compensation
Education
University of California, Irvine 1981 — 1986
BA, Economics
Janet Barney's Balboa Insurance Group Experience July 2004 - February 2006
Job Default Administration Manager at First American Mortgage Services
Industry Banking
Experience
First American Mortgage Services September 2012 - Present
OneWest Bank November 2009 - September 2012
Indymac Bank March 2006 - March 2009
Balboa Insurance Group July 2004 - February 2006
Washington Mutual 2003 - 2004
ZC Sterling July 1998 - May 2003
Home Savings of America 1990 - 1998
Washington Mutual 1982 - 1990
Skills
Strategic Partnerships, Asset Managment, Business, Financial Policies &..., Business Planning, Change Management, Procedural Documentation, Documentation Practices
Education
Allegheny College
Bachelor of Science (B.S.), Economics
First American Mortgage Services September 2012 - Present
OneWest Bank November 2009 - September 2012
Indymac Bank March 2006 - March 2009
Balboa Insurance Group July 2004 - February 2006
Washington Mutual 2003 - 2004
ZC Sterling July 1998 - May 2003
Home Savings of America 1990 - 1998
Washington Mutual 1982 - 1990
Skills
Strategic Partnerships, Asset Managment, Business, Financial Policies &..., Business Planning, Change Management, Procedural Documentation, Documentation Practices
Education
Allegheny College
Bachelor of Science (B.S.), Economics
Stephen Chaffee, CPA Stephen Chaffee, CPA's Balboa Insurance Group Experience 1979 - 1992
Job
Industry Executive Office
Experience
National Home Insurance Co. (RRG) 1996 - 2010
AVCO Financial Services,Inc. 1993 - 1995
Balboa Insurance Group 1979 - 1992
Skills
Financial Reporting, Accounting, Strategic Financial..., Finance, Management, Risk Management, Internal Controls, Leadership, Executive Management, Financial Accounting
Education
California State Polytechnic University-Pomona
BS in Business Administration, Accounting, Business Administration
Colorado CPA-Active
Riverside City College
Associate in Arts
National Home Insurance Co. (RRG) 1996 - 2010
AVCO Financial Services,Inc. 1993 - 1995
Balboa Insurance Group 1979 - 1992
Skills
Financial Reporting, Accounting, Strategic Financial..., Finance, Management, Risk Management, Internal Controls, Leadership, Executive Management, Financial Accounting
Education
California State Polytechnic University-Pomona
BS in Business Administration, Accounting, Business Administration
Colorado CPA-Active
Riverside City College
Associate in Arts
Laura Poole's Balboa Insurance Group Experience October 2004 - September 2010
Job Renters Insurance Product Manager at Kramer Wilson
Industry Insurance
Experience
Century-National Insurance Company September 2010 - Present
Balboa Insurance Group October 2004 - September 2010
Balboa Insurance Group March 2001 - October 2004
Mercury Insurance 1996 - 2000
Mercury Insurance May 1994 - 1996
Skills
Underwriting, Insurance, Relationship Management, Banking, Risk Management, General Insurance, Financial Risk, Business Analysis, Commercial Insurance, Portfolio Management, Process Improvement, Property & Casualty..., Call Centers, Finance, Vendor Management, Executive Management, Analysis, Management
Education
California State University-Fullerton 1993 — 1996
MPA, Finance and Human Resource Management
California State University-Fullerton 1988 — 1993
Bachelor's degree, Criminal Justice
Century-National Insurance Company September 2010 - Present
Balboa Insurance Group October 2004 - September 2010
Balboa Insurance Group March 2001 - October 2004
Mercury Insurance 1996 - 2000
Mercury Insurance May 1994 - 1996
Skills
Underwriting, Insurance, Relationship Management, Banking, Risk Management, General Insurance, Financial Risk, Business Analysis, Commercial Insurance, Portfolio Management, Process Improvement, Property & Casualty..., Call Centers, Finance, Vendor Management, Executive Management, Analysis, Management
Education
California State University-Fullerton 1993 — 1996
MPA, Finance and Human Resource Management
California State University-Fullerton 1988 — 1993
Bachelor's degree, Criminal Justice
Mark Harbin Mark Harbin's Balboa Insurance Group Experience April 2003 - March 2004
Job QA Lead at Hoag Hospital
Industry Computer Software
Experience
Hoag Hospital January 2011 - Present
FedEx February 2010 - July 2010
Garda Cash Logistics February 2006 - April 2009
Experian Consumer Direct 2005 - 2006
Primal Solution Inc. 2004 - 2006
Balboa Insurance Group April 2003 - March 2004
Sprint November 2001 - April 2003
Vizional Technologies September 2000 - July 2001
RosettaNet January 2000 - August 2000
First American RES 1998 - 2000
Education
California State University, Fresno
BS, Industrial Technology
National University
MS, Software Engineering
Hoag Hospital January 2011 - Present
FedEx February 2010 - July 2010
Garda Cash Logistics February 2006 - April 2009
Experian Consumer Direct 2005 - 2006
Primal Solution Inc. 2004 - 2006
Balboa Insurance Group April 2003 - March 2004
Sprint November 2001 - April 2003
Vizional Technologies September 2000 - July 2001
RosettaNet January 2000 - August 2000
First American RES 1998 - 2000
Education
California State University, Fresno
BS, Industrial Technology
National University
MS, Software Engineering
Dennis Yeatman Dennis Yeatman's Balboa Insurance Group Experience June 2004 - Present
Job Vice President, National Sales Director
Industry Insurance
Experience
Balboa Insurance Group June 2004 - Present
San Diego Unified School District June 2002 - June 2004
US Navy June 1983 - June 2002
University of Phoenix 1995 - May 2002
Education
Boston University Questrom School of Business 1988 — 1990
Masters of Science in Business Administration, Business / Resources Management / Insurance
United States Naval Academy 1979 — 1983
Balboa Insurance Group June 2004 - Present
San Diego Unified School District June 2002 - June 2004
US Navy June 1983 - June 2002
University of Phoenix 1995 - May 2002
Education
Boston University Questrom School of Business 1988 — 1990
Masters of Science in Business Administration, Business / Resources Management / Insurance
United States Naval Academy 1979 — 1983
Jonathan Reed's Balboa Insurance Group Experience June 2008 - June 2010
Job Currently Exploring New Career Opportunities
Industry Media Production
Experience
ADP 2011 - Present
OnDemand Energy Solutions June 2010 - June 2011
Balboa Insurance Group June 2008 - June 2010
Late Show with David Letterman August 2006 - January 2007
Skills
Sales, Account Management, Strategic Planning, Microsoft Office, Customer Service, Salesforce.com, Microsoft Excel, Team Building, Marketing, Customer Satisfaction, Leadership, Event Planning, Outlook, Recruiting, Time Management, Training, Cold Calling, Social Networking, Team Leadership, Sales Operations
Education
California University of Pennsylvania 2003 — 2007
BA, Communication Studies
Hopewell High School 1999 — 2003
High School Diploma, General Studies
ADP 2011 - Present
OnDemand Energy Solutions June 2010 - June 2011
Balboa Insurance Group June 2008 - June 2010
Late Show with David Letterman August 2006 - January 2007
Skills
Sales, Account Management, Strategic Planning, Microsoft Office, Customer Service, Salesforce.com, Microsoft Excel, Team Building, Marketing, Customer Satisfaction, Leadership, Event Planning, Outlook, Recruiting, Time Management, Training, Cold Calling, Social Networking, Team Leadership, Sales Operations
Education
California University of Pennsylvania 2003 — 2007
BA, Communication Studies
Hopewell High School 1999 — 2003
High School Diploma, General Studies
Kevin Bixby Kevin Bixby's Balboa Insurance Group Experience January 1990 - August 1999
Job Director of Internet Strategy & Brand Management at Pacific Life
Industry Internet
Experience
Pacific Life August 2009 - June 2015
Commerce Energy April 2006 - 2008
Fluor Corporation September 1999 - April 2006
Balboa Insurance Group January 1990 - August 1999
Skills
Marketing Communications, Web Analytics, Marketing Strategy, Marketing, Strategy, Integrated Marketing, Web Design, Email Marketing, Social Media Marketing, Competitive Analysis, Website Development, Web Content, Digital Marketing, Marketing Management, Social Media, Lead Generation, Analytics, Cross-functional Team..., Web Marketing, Web Project Management, Marketing Research, Market Research, Blogging, Problem Solving, Trademarks, Brand Management, Online Marketing, Domain Names, Leadership, Management, Strategic Planning, E-commerce, Project Management, SEO, SEM, Web Development, Web Content Management, Web Content Creation, Web Content Optimization, Web Marketing Strategy, Web Video
Education
University of California, Irvine
BA
University of California, Irvine
BA
University of California, Irvine
MBA
Webster University
Pacific Life August 2009 - June 2015
Commerce Energy April 2006 - 2008
Fluor Corporation September 1999 - April 2006
Balboa Insurance Group January 1990 - August 1999
Skills
Marketing Communications, Web Analytics, Marketing Strategy, Marketing, Strategy, Integrated Marketing, Web Design, Email Marketing, Social Media Marketing, Competitive Analysis, Website Development, Web Content, Digital Marketing, Marketing Management, Social Media, Lead Generation, Analytics, Cross-functional Team..., Web Marketing, Web Project Management, Marketing Research, Market Research, Blogging, Problem Solving, Trademarks, Brand Management, Online Marketing, Domain Names, Leadership, Management, Strategic Planning, E-commerce, Project Management, SEO, SEM, Web Development, Web Content Management, Web Content Creation, Web Content Optimization, Web Marketing Strategy, Web Video
Education
University of California, Irvine
BA
University of California, Irvine
BA
University of California, Irvine
MBA
Webster University
Julie Lam Julie Lam's Balboa Insurance Group Experience 2001 - 2003
Job BTS Financial Control
Industry Banking
Experience
Union Bank 2013 - Present
Bank of America 2007 - 2013
Secured Funding 2006 - 2007
People's Choice Home Loan 2003 - 2006
Balboa Insurance Group 2001 - 2003
GMAC-RFC 2000 - 2000
Skills
Mortgage Lending, Strategic Financial..., Mergers & Acquisitions, Loans, Financial Audits, Mortgage Banking, Finance, Analysis, Credit, Portfolio Management, Financial Risk, Banking, Financial Services, Credit Analysis, Loan Origination
Education
California State University-Northridge
Bachelor of Business Administration, Management Information Systems and Finance
Union Bank 2013 - Present
Bank of America 2007 - 2013
Secured Funding 2006 - 2007
People's Choice Home Loan 2003 - 2006
Balboa Insurance Group 2001 - 2003
GMAC-RFC 2000 - 2000
Skills
Mortgage Lending, Strategic Financial..., Mergers & Acquisitions, Loans, Financial Audits, Mortgage Banking, Finance, Analysis, Credit, Portfolio Management, Financial Risk, Banking, Financial Services, Credit Analysis, Loan Origination
Education
California State University-Northridge
Bachelor of Business Administration, Management Information Systems and Finance
Peter Gratz Peter Gratz's Balboa Insurance Group Experience September 2003 - December 2007
Job Experienced Teacher looking to apply skills in new field
Industry Primary/Secondary Education
Experience
Seeking work TeacherWest Allegheny Middle SchoolSeptember 2010 - June 2015
LSI-LPS June 2010 - October 2013
PA House of Representatives December 2007 - December 2009
Balboa Insurance Group September 2003 - December 2007
Skills
Interpersonal Skills, Collaborative Problem..., Organizational..., Education, Employee Training, Skilled Multi-tasker, Outcome focused
Education
Robert Morris University 2006 — 2010
Bachelor’s Degree, Social Studies Teacher Education, 3.89
Seeking work TeacherWest Allegheny Middle SchoolSeptember 2010 - June 2015
LSI-LPS June 2010 - October 2013
PA House of Representatives December 2007 - December 2009
Balboa Insurance Group September 2003 - December 2007
Skills
Interpersonal Skills, Collaborative Problem..., Organizational..., Education, Employee Training, Skilled Multi-tasker, Outcome focused
Education
Robert Morris University 2006 — 2010
Bachelor’s Degree, Social Studies Teacher Education, 3.89
John Drennen II John Drennen II's Balboa Insurance Group Experience April 2006 - March 2009
Job Head of Sales and Marketing at Millennial Specialty Insurance LLC
Industry Insurance
Experience
Millennial Specialty Insurance LLC February 2015 - Present
QBE North America January 2012 - February 2015
ZC Sterling June 2009 - December 2011
Balboa Insurance Group April 2006 - March 2009
Balboa Insurance Company November 2004 - April 2006
US Navy December 1980 - January 2005
Skills
Underwriting, Insurance, Program Management, Strategic Planning, Team Building, Process Improvement, Risk Management, Project Management, Cross-functional Team..., Business Analysis, Team Leadership, Training, Business Process..., Customer Service, Operations Management, Quality Assurance, Analysis, Leadership, Sales, Management, Vendor Management, Strategy, Security, Change Management, Logistics, Business Development, CRM, Budgets, Leadership Development
Education
University of Phoenix-San Diego Campus 2010 — 2012
Bachelor of Science (BS)
Excelsior College 1991 — 1994
Millennial Specialty Insurance LLC February 2015 - Present
QBE North America January 2012 - February 2015
ZC Sterling June 2009 - December 2011
Balboa Insurance Group April 2006 - March 2009
Balboa Insurance Company November 2004 - April 2006
US Navy December 1980 - January 2005
Skills
Underwriting, Insurance, Program Management, Strategic Planning, Team Building, Process Improvement, Risk Management, Project Management, Cross-functional Team..., Business Analysis, Team Leadership, Training, Business Process..., Customer Service, Operations Management, Quality Assurance, Analysis, Leadership, Sales, Management, Vendor Management, Strategy, Security, Change Management, Logistics, Business Development, CRM, Budgets, Leadership Development
Education
University of Phoenix-San Diego Campus 2010 — 2012
Bachelor of Science (BS)
Excelsior College 1991 — 1994
Nelson Townes Nelson Townes's Balboa Insurance Group Experience October 2001 - November 2009
Job Vice President, Consumer Sales at QBE North America
Industry Insurance
Experience
QBE North America October 2013 - Present
Sterling National Corp. (Acquired by QBE) November 2009 - October 2013
Balboa Insurance Group October 2001 - November 2009
Skills
Process Improvement, Insurance, Business Development, Business Analysis, Strategic Planning, Sales, Call Center, Customer Service, Negotiation, Team Building, Vendor Management, Risk Management, Change Management, Management, Call Centers, Leadership
Education
California State University-Northridge
San Diego State University-California State University
QBE North America October 2013 - Present
Sterling National Corp. (Acquired by QBE) November 2009 - October 2013
Balboa Insurance Group October 2001 - November 2009
Skills
Process Improvement, Insurance, Business Development, Business Analysis, Strategic Planning, Sales, Call Center, Customer Service, Negotiation, Team Building, Vendor Management, Risk Management, Change Management, Management, Call Centers, Leadership
Education
California State University-Northridge
San Diego State University-California State University
Brad Totten, PMP's Balboa Insurance Group Experience July 2003 - March 2009
Job Senior Project Manager at NICE Systems
Industry Telecommunications
Experience
NICE Systems May 2011 - Present
Brad Totten, PMP - Consultant March 2009 - May 2011
Balboa Insurance Group July 2003 - March 2009
NICE User Group 2007 - 2009
Harris Direct, Inc. 2002 - 2003
SIPly Speaking, Inc. 2001 - 2002
Franklin Telecom, Inc. 2000 - 2001
Worldvoice.com 1999 - 2000
CCNG 1998 - 2000
eFusion 1996 - 1999
Skills
Enterprise Software, Project Management, Telecommunications, Sales, Call Center, Customer Experience, Outsourcing, Start-ups, Program Management, Management, Vendor Management, Integration, Business Intelligence, Cross-functional Team..., PMP, Quality Assurance, Call Centers, VoIP, SaaS, IVR, SDLC, Process Improvement, Customer Satisfaction
Education
Golden Gate University 1973 — 2004
BS, Management
College of Marin 1970 — 1973
Associate of Arts (A.A.)
NICE Systems May 2011 - Present
Brad Totten, PMP - Consultant March 2009 - May 2011
Balboa Insurance Group July 2003 - March 2009
NICE User Group 2007 - 2009
Harris Direct, Inc. 2002 - 2003
SIPly Speaking, Inc. 2001 - 2002
Franklin Telecom, Inc. 2000 - 2001
Worldvoice.com 1999 - 2000
CCNG 1998 - 2000
eFusion 1996 - 1999
Skills
Enterprise Software, Project Management, Telecommunications, Sales, Call Center, Customer Experience, Outsourcing, Start-ups, Program Management, Management, Vendor Management, Integration, Business Intelligence, Cross-functional Team..., PMP, Quality Assurance, Call Centers, VoIP, SaaS, IVR, SDLC, Process Improvement, Customer Satisfaction
Education
Golden Gate University 1973 — 2004
BS, Management
College of Marin 1970 — 1973
Associate of Arts (A.A.)
Lex Adams Lex Adams's Balboa Insurance Group Experience April 2007 - October 2007
Job Manager of Financial, Planning & Analysis at Paciolan
Industry Computer Software
Experience
Spectra by Comcast Spectacor - Ticketing and Fan Engagement (formerly Paciolan) August 2010 - Present
Paciolan October 2007 - August 2010
Balboa Insurance Group April 2007 - October 2007
Printronix July 2006 - April 2007
Autobytel December 2004 - July 2006
CB Richard Ellis January 2004 - December 2004
CB Richard Ellis August 2001 - January 2004
Meyers Group May 2000 - August 2001
Poten & Partners October 1998 - March 2000
Peruval January 1997 - August 1997
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Forecasting, Leadership, Supervisory Skills, Team Management, Data Mining, Data Analysis, Data Modeling, Business Process..., Financial Accounting, Auditing, Variance Analysis, Analysis, Strategic Planning, GAAP, Microsoft Excel, Training, Budgets, Finance, Accounts Receivable, Corporate Finance, Process Improvement, Internal Controls, General Ledger, Executive Management, Strategy, Project Planning, Business Analysis, Business Intelligence, Account Reconciliation, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, Management, Budgeting
Education
Argosy University 2011 — 2013
MBA
New York University 1997 — 1997
Connecticut College 1991 — 1995
BA
Spectra by Comcast Spectacor - Ticketing and Fan Engagement (formerly Paciolan) August 2010 - Present
Paciolan October 2007 - August 2010
Balboa Insurance Group April 2007 - October 2007
Printronix July 2006 - April 2007
Autobytel December 2004 - July 2006
CB Richard Ellis January 2004 - December 2004
CB Richard Ellis August 2001 - January 2004
Meyers Group May 2000 - August 2001
Poten & Partners October 1998 - March 2000
Peruval January 1997 - August 1997
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Forecasting, Leadership, Supervisory Skills, Team Management, Data Mining, Data Analysis, Data Modeling, Business Process..., Financial Accounting, Auditing, Variance Analysis, Analysis, Strategic Planning, GAAP, Microsoft Excel, Training, Budgets, Finance, Accounts Receivable, Corporate Finance, Process Improvement, Internal Controls, General Ledger, Executive Management, Strategy, Project Planning, Business Analysis, Business Intelligence, Account Reconciliation, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, Management, Budgeting
Education
Argosy University 2011 — 2013
MBA
New York University 1997 — 1997
Connecticut College 1991 — 1995
BA
Jim Micali Jim Micali's Balboa Insurance Group Experience July 2003 - April 2006
Job Chief Operating Officer at LERETA, LLC
Industry Financial Services
Experience
LERETA, LLC February 2013 - Present
Bank of America October 2010 - December 2012
Bank of America March 2008 - October 2010
Countrywide Financial Corporation April 2006 - March 2008
Balboa Insurance Group July 2003 - April 2006
Balboa Insurance Group May 2002 - July 2003
Skills
Process Improvement &..., Strategic Planning, Tactical Planning, Operations Management, Turn Around Management, Risk & Compliance..., Business Intelligence, Data Warehousing, Reporting & Analytics, Financial Services, Manufacturing Operations, Project Portfolio..., Forecasting & Budgeting, Technology Management, Workflow, Financial Risk, Process Improvement
Education
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Operations Management & Entrepreneurship
Stanford University 1986 — 1987
Master of Science (MS), Mechanical Engineering
Manhattan College 1982 — 1986
Bachelor of Engineering (BE), Mechanical Engineering & Computer Science
LERETA, LLC February 2013 - Present
Bank of America October 2010 - December 2012
Bank of America March 2008 - October 2010
Countrywide Financial Corporation April 2006 - March 2008
Balboa Insurance Group July 2003 - April 2006
Balboa Insurance Group May 2002 - July 2003
Skills
Process Improvement &..., Strategic Planning, Tactical Planning, Operations Management, Turn Around Management, Risk & Compliance..., Business Intelligence, Data Warehousing, Reporting & Analytics, Financial Services, Manufacturing Operations, Project Portfolio..., Forecasting & Budgeting, Technology Management, Workflow, Financial Risk, Process Improvement
Education
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Operations Management & Entrepreneurship
Stanford University 1986 — 1987
Master of Science (MS), Mechanical Engineering
Manhattan College 1982 — 1986
Bachelor of Engineering (BE), Mechanical Engineering & Computer Science
Gary G. Rushforth Gary G. Rushforth's Balboa Insurance Group Experience May 2005 - December 2006
Job Sr. IT Project Manager at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group September 2012 - January 2014
Avery Dennison February 2007 - July 2011
Balboa Insurance Group May 2005 - December 2006
Virtsys Solutions, Inc. July 2002 - May 2005
Vistem Solutions, Inc. October 2001 - June 2002
Glovia Internalional Inc. February 2000 - October 2001
Steel Horse Automotive November 1998 - February 2000
iBASEt March 1998 - November 1998
Camintonn Corporation December 1995 - March 1998
FileNet Corporation November 1989 - December 1995
Skills
Business Objects, Microsoft SQL Server, Metrics, Unix, Virtualization, PMO, Project Management, Governance, Turn Around Management, SDLC, Process Improvement, Vendor Management, IT Service Management, IT Management, Data Center, ITIL, IT Operations, Business Analysis, Management, Enterprise Architecture, ERP, Enterprise Software, Disaster Recovery, CRM, Security, Software Development, Databases, Strategy, IT Strategy, Information Technology, PMP, Leadership, Servers, Project Portfolio..., Infrastructure, Software Project..., Business Process, IT Outsourcing, Business Continuity, Business Intelligence, Requirements Analysis, Business Process..., Visio, Outsourcing, Solution Architecture, SharePoint, Integration, MS Project
Education
California State University-Fullerton
Diploma, Applied Project Management
Golden Gate University
Survey of Data Communications
Control Data Institute
Certificate, Digital/Analog Computer Technology
UnitedHealth Group September 2012 - January 2014
Avery Dennison February 2007 - July 2011
Balboa Insurance Group May 2005 - December 2006
Virtsys Solutions, Inc. July 2002 - May 2005
Vistem Solutions, Inc. October 2001 - June 2002
Glovia Internalional Inc. February 2000 - October 2001
Steel Horse Automotive November 1998 - February 2000
iBASEt March 1998 - November 1998
Camintonn Corporation December 1995 - March 1998
FileNet Corporation November 1989 - December 1995
Skills
Business Objects, Microsoft SQL Server, Metrics, Unix, Virtualization, PMO, Project Management, Governance, Turn Around Management, SDLC, Process Improvement, Vendor Management, IT Service Management, IT Management, Data Center, ITIL, IT Operations, Business Analysis, Management, Enterprise Architecture, ERP, Enterprise Software, Disaster Recovery, CRM, Security, Software Development, Databases, Strategy, IT Strategy, Information Technology, PMP, Leadership, Servers, Project Portfolio..., Infrastructure, Software Project..., Business Process, IT Outsourcing, Business Continuity, Business Intelligence, Requirements Analysis, Business Process..., Visio, Outsourcing, Solution Architecture, SharePoint, Integration, MS Project
Education
California State University-Fullerton
Diploma, Applied Project Management
Golden Gate University
Survey of Data Communications
Control Data Institute
Certificate, Digital/Analog Computer Technology
Lisa Samaniego Lisa Samaniego's Balboa Insurance Group Experience 1985 - 1997
Job Carrier Relationship Manager at Assurant Specialty Property
Industry Insurance
Experience
Assurant Specialty Property April 2014 - Present
Assurant Specialty Property June 2013 - Present
WNC First Insurance Services January 1997 - June 2013
Balboa Insurance Group 1985 - 1997
Skills
Insurance, Underwriting, Property & Casualty..., Marketing, Process Improvement, Sales Management, Management, Risk Management, Claim, Financial Analysis, Commercial Insurance, Brokers, Vendor Relationship...
Education
California State University-Long Beach 1979 — 1980
Business Administration and Management, General
California State University-Fullerton
BA, Business Admin
Assurant Specialty Property April 2014 - Present
Assurant Specialty Property June 2013 - Present
WNC First Insurance Services January 1997 - June 2013
Balboa Insurance Group 1985 - 1997
Skills
Insurance, Underwriting, Property & Casualty..., Marketing, Process Improvement, Sales Management, Management, Risk Management, Claim, Financial Analysis, Commercial Insurance, Brokers, Vendor Relationship...
Education
California State University-Long Beach 1979 — 1980
Business Administration and Management, General
California State University-Fullerton
BA, Business Admin
Jeff Anderson Jeff Anderson's Balboa Insurance Group Experience August 2003 - June 2011
Job Vice President, Claims
Industry Insurance
Experience
QBE North America June 2011 - Present
Aliso Niguel High School August 2009 - Present
Balboa Insurance Group August 2003 - June 2011
Countrywide Insurance Group 2003 - July 2008
Encompass Insurance/CNA Insurance 1989 - 2003
Skills
Insurance, Process Improvement, Claims Management, Claim, Vendor Management, Property & Casualty..., Leadership, Liability, Management, Commercial Insurance, Strategy, Strategic Planning, Project Management, Reinsurance, Legal Liability, Underwriting, Risk Management, Litigation Management, Change Management, Project Planning, Coaching, Process Engineering, General Insurance, Insurance Claims, Claims, Cost Benefit, Casualty, Casualty Insurance, Claims Technology, Business Analysis
Education
California State University-Long Beach - College of Business Administration 1988 — 1993
Bachelor of Science, Business Administration, Finance
American Institute for Chartered Property Casualty Underwriters 1995 — 2000
Chartered Property Casualty Underwriter (CPCU)
Lean Six Sigma Green Belt 2010 — 2010
Six Sigma Green Belt
Insurance Institute of America 2002 — 2003
Associate In Insurance Services (AIS)
QBE North America June 2011 - Present
Aliso Niguel High School August 2009 - Present
Balboa Insurance Group August 2003 - June 2011
Countrywide Insurance Group 2003 - July 2008
Encompass Insurance/CNA Insurance 1989 - 2003
Skills
Insurance, Process Improvement, Claims Management, Claim, Vendor Management, Property & Casualty..., Leadership, Liability, Management, Commercial Insurance, Strategy, Strategic Planning, Project Management, Reinsurance, Legal Liability, Underwriting, Risk Management, Litigation Management, Change Management, Project Planning, Coaching, Process Engineering, General Insurance, Insurance Claims, Claims, Cost Benefit, Casualty, Casualty Insurance, Claims Technology, Business Analysis
Education
California State University-Long Beach - College of Business Administration 1988 — 1993
Bachelor of Science, Business Administration, Finance
American Institute for Chartered Property Casualty Underwriters 1995 — 2000
Chartered Property Casualty Underwriter (CPCU)
Lean Six Sigma Green Belt 2010 — 2010
Six Sigma Green Belt
Insurance Institute of America 2002 — 2003
Associate In Insurance Services (AIS)
Maneesh Raswan's Balboa Insurance Group Experience 2004 - 2004
Job Country Implementation Manager at Experian
Industry Computer Software
Experience
Experian December 2008 - Present
Experian December 2008 - August 2010
Experian October 2005 - December 2008
Ameriquest Mortgage December 2004 - September 2005
Balboa Insurance Group 2004 - 2004
Countrywide Home Loans 1997 - 2003
Software Services International (Aithent) 1996 - 1996
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
MBA
Maharshi Dayanand University 1991 — 1995
BTech, Computer Science and Engineering
Experian December 2008 - Present
Experian December 2008 - August 2010
Experian October 2005 - December 2008
Ameriquest Mortgage December 2004 - September 2005
Balboa Insurance Group 2004 - 2004
Countrywide Home Loans 1997 - 2003
Software Services International (Aithent) 1996 - 1996
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
MBA
Maharshi Dayanand University 1991 — 1995
BTech, Computer Science and Engineering
Lily Liao's Balboa Insurance Group Experience April 2007 - April 2010
Job Sr. Financial Analyst at Balboa Insurance
Industry Financial Services
Experience
Balboa Insurance Group April 2007 - April 2010
New Century December 2006 - April 2007
People's Choice February 2004 - October 2006
Merrill Lynch March 2000 - September 2002
Education
Pace University
BBA, Finance
Balboa Insurance Group April 2007 - April 2010
New Century December 2006 - April 2007
People's Choice February 2004 - October 2006
Merrill Lynch March 2000 - September 2002
Education
Pace University
BBA, Finance
Brad Brackman's Balboa Insurance Group Experience August 2002 - Present
Job Manager at Countrywide
Industry Insurance
Experience
Balboa Insurance Group August 2002 - Present
Avco Financial Services 1969 - 1996
Skills
Process Improvement, Risk Management, SDLC, Vendor Management, Financial Risk
Education
California State University-Los Angeles 1968 — 1970
Balboa Insurance Group August 2002 - Present
Avco Financial Services 1969 - 1996
Skills
Process Improvement, Risk Management, SDLC, Vendor Management, Financial Risk
Education
California State University-Los Angeles 1968 — 1970
Elizabeth Anderson Lopez's Balboa Insurance Group Experience December 2007 - April 2009
Job Awardwinning copywriter looking for freelance or fulltime gig
Industry Marketing and Advertising
Experience
Self-employed May 2007 - Present
QBE North America June 2011 - November 2014
Bank of America April 2009 - May 2011
Toastmasters, Founder's District June 2008 - February 2010
Balboa Insurance Group December 2007 - April 2009
Countrywide Insurance Group September 2007 - December 2007
New Century Mortgage July 2006 - May 2007
BowTie Press (book division of BowTie Inc.) November 2004 - June 2006
Ervin Bell 2006 - 2006
Fancy Publications 1995 - 2006
Skills
B2B Marketing, Copywriting, Concept Development, Integrated Marketing, Corporate Communications, Newsletters, Editing, Copy Editing, Photo Research, Marketing Strategy, Internal Communications, Teamwork, Press Releases, Publications, Social Media, Marketing Communications, Facebook, Marketing, Advertising, Magazines, Editorial, Direct Mail, Direct Marketing, Brochures, Public Relations, New Media, Email Marketing, Web Content, Content Development, Storytelling, Content Strategy, Creative Direction, Blogging, Online Marketing, Books, Publishing
Education
California State University-Long Beach 1991 — 1993
Bachelor of Arts (B.A.), Journalism
Pierce College 1987 — 1991
Journalism
Chatsworth High School 1985 — 1987
Yes
Self-employed May 2007 - Present
QBE North America June 2011 - November 2014
Bank of America April 2009 - May 2011
Toastmasters, Founder's District June 2008 - February 2010
Balboa Insurance Group December 2007 - April 2009
Countrywide Insurance Group September 2007 - December 2007
New Century Mortgage July 2006 - May 2007
BowTie Press (book division of BowTie Inc.) November 2004 - June 2006
Ervin Bell 2006 - 2006
Fancy Publications 1995 - 2006
Skills
B2B Marketing, Copywriting, Concept Development, Integrated Marketing, Corporate Communications, Newsletters, Editing, Copy Editing, Photo Research, Marketing Strategy, Internal Communications, Teamwork, Press Releases, Publications, Social Media, Marketing Communications, Facebook, Marketing, Advertising, Magazines, Editorial, Direct Mail, Direct Marketing, Brochures, Public Relations, New Media, Email Marketing, Web Content, Content Development, Storytelling, Content Strategy, Creative Direction, Blogging, Online Marketing, Books, Publishing
Education
California State University-Long Beach 1991 — 1993
Bachelor of Arts (B.A.), Journalism
Pierce College 1987 — 1991
Journalism
Chatsworth High School 1985 — 1987
Yes
Brenda Pingle's Balboa Insurance Group Experience 2009 - June 2010
Job Sr Database Administrator at Fox Head, Inc.
Industry Information Services
Experience
Fox Head, Inc. April 2015 - Present
St Joseph's Hospital Health Center June 2010 - April 2015
Balboa Insurance Group 2009 - June 2010
Apria Healthcare September 2008 - August 2009
LA Fitness International LLC September 2007 - September 2008
Cogent Healthcare September 2004 - September 2007
Sage Software, Inc April 2000 - September 2004
PIMCO 1999 - 2000
Quest Diagnostics 1998 - 1999
Microage 1993 - 1998
Skills
Database Design, Data Analysis, Database Administration, Microsoft SQL Server, MySQL, Performance Tuning, Thinking Outside The Box, Unix, Databases, Quality Assurance, Data Warehousing, SSRS, SQL Tuning, Active Directory, SSIS, SQL, Troubleshooting, ETL, Visio
Education
University of Phoenix 1999 — 2003
Oak Grove High School 1976 — 1979
University of California, Irvine
Data Science
Fox Head, Inc. April 2015 - Present
St Joseph's Hospital Health Center June 2010 - April 2015
Balboa Insurance Group 2009 - June 2010
Apria Healthcare September 2008 - August 2009
LA Fitness International LLC September 2007 - September 2008
Cogent Healthcare September 2004 - September 2007
Sage Software, Inc April 2000 - September 2004
PIMCO 1999 - 2000
Quest Diagnostics 1998 - 1999
Microage 1993 - 1998
Skills
Database Design, Data Analysis, Database Administration, Microsoft SQL Server, MySQL, Performance Tuning, Thinking Outside The Box, Unix, Databases, Quality Assurance, Data Warehousing, SSRS, SQL Tuning, Active Directory, SSIS, SQL, Troubleshooting, ETL, Visio
Education
University of Phoenix 1999 — 2003
Oak Grove High School 1976 — 1979
University of California, Irvine
Data Science
Caridad Ruiz's Balboa Insurance Group Experience July 2008 - Present
Job Business Systems Analyst at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group July 2008 - Present
Balboa Insurance Group September 2003 - July 2008
Education
Tecnológico de Monterrey 1993 — 1997
B.S., Industrial and Systems Engineering
Balboa Insurance Group July 2008 - Present
Balboa Insurance Group September 2003 - July 2008
Education
Tecnológico de Monterrey 1993 — 1997
B.S., Industrial and Systems Engineering
David Walts's Balboa Insurance Group Experience May 2003 - May 2004
Job Executive Vice President Operations Support at SWBC
Industry Insurance
Experience
SWBC January 2015 - Present
QBE FIRST June 2011 - December 2014
QBE FIRST May 2010 - June 2011
QBE FIRST May 2004 - May 2010
Balboa Insurance Group May 2003 - May 2004
Washington Mutual July 2001 - May 2003
Countrywide Financial Corporation May 1999 - July 2001
Countrywide Financial Corporation January 1997 - May 1999
Skills
Process Improvement, Team Leadership, Quality Assurance, Outsourcing, Vendor Management, Risk Management, Business Analysis, Leadership, Analysis, Management, Call Centers, Business Process, Business Process..., Cross-functional Team..., Team Building, Change Management, Budgets, Program Management, Performance Management, Integration, Operations Management, SDLC, Access, Insurance, Analytics
Education
University of Maine 1990 — 1992
MBA, Finance/Securities Trading
State University of New York College at Oswego 1986 — 1990
BS, Business Administration/Economics/Psychology
SWBC January 2015 - Present
QBE FIRST June 2011 - December 2014
QBE FIRST May 2010 - June 2011
QBE FIRST May 2004 - May 2010
Balboa Insurance Group May 2003 - May 2004
Washington Mutual July 2001 - May 2003
Countrywide Financial Corporation May 1999 - July 2001
Countrywide Financial Corporation January 1997 - May 1999
Skills
Process Improvement, Team Leadership, Quality Assurance, Outsourcing, Vendor Management, Risk Management, Business Analysis, Leadership, Analysis, Management, Call Centers, Business Process, Business Process..., Cross-functional Team..., Team Building, Change Management, Budgets, Program Management, Performance Management, Integration, Operations Management, SDLC, Access, Insurance, Analytics
Education
University of Maine 1990 — 1992
MBA, Finance/Securities Trading
State University of New York College at Oswego 1986 — 1990
BS, Business Administration/Economics/Psychology
Dawn Crichton's Balboa Insurance Group Experience September 1995 - October 1998
Job Owner, Graphic Design and Design Consultant
Industry Design
Experience
Design101 April 2004 - Present
Dawn Crichton 2011 - 2011
Washington Mutual October 1998 - April 2004
Balboa Insurance Group September 1995 - October 1998
Picture Perfect Ad Agency October 1994 - October 1995
Skills
Product Design, Art Direction, Logo Design, Microsoft Excel, Packaging, Strategic Planning, Creative Services, Art, Graphics, Graphic Design, Product Management, Magazines, Advertising, Collateral, Management, Project Management, Women Owned Business, Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Brochures, Newsletters, Direct Mail
Education
ArtCenter College of Design 1987 — 1989
BFA, Graphics & Packageing
University of Arizona 1981 — 1987
BFA, Graphics & Packageing, Minor Business
Design101 April 2004 - Present
Dawn Crichton 2011 - 2011
Washington Mutual October 1998 - April 2004
Balboa Insurance Group September 1995 - October 1998
Picture Perfect Ad Agency October 1994 - October 1995
Skills
Product Design, Art Direction, Logo Design, Microsoft Excel, Packaging, Strategic Planning, Creative Services, Art, Graphics, Graphic Design, Product Management, Magazines, Advertising, Collateral, Management, Project Management, Women Owned Business, Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Brochures, Newsletters, Direct Mail
Education
ArtCenter College of Design 1987 — 1989
BFA, Graphics & Packageing
University of Arizona 1981 — 1987
BFA, Graphics & Packageing, Minor Business
Breanne Morley's Balboa Insurance Group Experience October 2004 - June 2007
Job Executive Vice President
Industry Consumer Services
Experience
Interstate National June 2007 - Present
Balboa Insurance Group October 2004 - June 2007
Countrywide (Balboa) Insurance Group 2004 - 2007
The Signal 2002 - 2004
ACE USA 1998 - 2002
AIG 1994 - 1998
Skills
New Business Development, Sales Management, Risk Management, Sales, Strategic Planning, Sales Process, Insurance, Account Management, Team Building, Customer Retention, Customer Satisfaction, Executive Management, Contract Negotiation, Process Improvement, Pricing, Program Management
Education
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Communications
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Communications
Interstate National June 2007 - Present
Balboa Insurance Group October 2004 - June 2007
Countrywide (Balboa) Insurance Group 2004 - 2007
The Signal 2002 - 2004
ACE USA 1998 - 2002
AIG 1994 - 1998
Skills
New Business Development, Sales Management, Risk Management, Sales, Strategic Planning, Sales Process, Insurance, Account Management, Team Building, Customer Retention, Customer Satisfaction, Executive Management, Contract Negotiation, Process Improvement, Pricing, Program Management
Education
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Communications
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Communications
Kathleen Noden, PMP, AIT's Balboa Insurance Group Experience April 2004 - Present
Job IT Project Manager II at Balboa Insurance Group
Industry Information Technology and Services
Experience
Balboa Insurance Group April 2004 - Present
Balboa Insurance Group March 2000 - April 2004
Western United Insurance Company 1998 - 2000
Washington Mutual Insurance Services 1994 - 1998
Education
Loyola Marymount University 1986 — 1990
Balboa Insurance Group April 2004 - Present
Balboa Insurance Group March 2000 - April 2004
Western United Insurance Company 1998 - 2000
Washington Mutual Insurance Services 1994 - 1998
Education
Loyola Marymount University 1986 — 1990
Charles Muigai's Balboa Insurance Group Experience February 2006 - April 2008
Job Operations Team Manager, Loss Draft at Bank of America
Industry Insurance
Experience
Bank of America May 2006 - Present
Balboa Insurance Group February 2006 - April 2008
Carter & Burgess December 2004 - February 2006
Education
Inquestra Learning 2008 — 2008
Business systems analyst certicfication
Alliant International University-San Diego Scripps Ranch 2003 — 2004
Bachalor of Science, Information systems and Technology
United States International University 2000 — 2003
BSc, Information Sytems and technology
Mangu High school 1994 — 1997
Bank of America May 2006 - Present
Balboa Insurance Group February 2006 - April 2008
Carter & Burgess December 2004 - February 2006
Education
Inquestra Learning 2008 — 2008
Business systems analyst certicfication
Alliant International University-San Diego Scripps Ranch 2003 — 2004
Bachalor of Science, Information systems and Technology
United States International University 2000 — 2003
BSc, Information Sytems and technology
Mangu High school 1994 — 1997
nestor gandia's Balboa Insurance Group Experience February 2002 - October 2004
Job Business Affairs Manager at Deutsch
Industry Marketing and Advertising
Experience
Deutsch March 2013 - Present
180LA October 2011 - March 2013
TBWA\Chiat\Day October 2010 - November 2011
TBWA\Chiat\Day January 2009 - September 2010
TBWA\Chiat\Day November 2007 - December 2008
TBWA\Chiat\Day December 2006 - November 2007
Blair Television November 2004 - December 2005
Balboa Insurance Group February 2002 - October 2004
Skills
Music Licensing, New Media, Interactive Advertising, Television, Creative Direction, Music, Advertising, Digital Media, Broadcast
Education
California State University-Long Beach - College of Business Administration 1996 — 2001
Bachelors of Science, Business Administration concentration Finance and Law
Deutsch March 2013 - Present
180LA October 2011 - March 2013
TBWA\Chiat\Day October 2010 - November 2011
TBWA\Chiat\Day January 2009 - September 2010
TBWA\Chiat\Day November 2007 - December 2008
TBWA\Chiat\Day December 2006 - November 2007
Blair Television November 2004 - December 2005
Balboa Insurance Group February 2002 - October 2004
Skills
Music Licensing, New Media, Interactive Advertising, Television, Creative Direction, Music, Advertising, Digital Media, Broadcast
Education
California State University-Long Beach - College of Business Administration 1996 — 2001
Bachelors of Science, Business Administration concentration Finance and Law
Joni Smrek's Balboa Insurance Group Experience March 2006 - April 2009
Job VP ISG Learning at Bank of America
Industry Insurance
Experience
Banc of America Insurance Services, Inc 2009 - Present
Bank of America March 2006 - Present
Balboa Insurance Group March 2006 - April 2009
Automatic Data Processing 1995 - 2006
ADP 1995 - 2006
The Boulders Resort & Club - Westcor/Carefree Resorts 1986 - 1995
Grand Teton Lodge Company 1986 - 1988
Education
Clarion University of Pennsylvania 1980 — 1984
Banc of America Insurance Services, Inc 2009 - Present
Bank of America March 2006 - Present
Balboa Insurance Group March 2006 - April 2009
Automatic Data Processing 1995 - 2006
ADP 1995 - 2006
The Boulders Resort & Club - Westcor/Carefree Resorts 1986 - 1995
Grand Teton Lodge Company 1986 - 1988
Education
Clarion University of Pennsylvania 1980 — 1984
Michael Hutchens's Balboa Insurance Group Experience January 2003 - December 2005
Job Senior Manager at Accenture
Industry Management Consulting
Experience
Accenture August 2015 - Present
Bank of America September 2014 - June 2015
Bank of America February 2012 - September 2014
Bank of America March 2011 - February 2012
Bank of America January 2006 - April 2011
Balboa Insurance Group January 2003 - December 2005
KPMG LLP July 2000 - December 2002
Skills
Mortgage Lending, Financial Analysis, Mortgage Banking, Finance, Business Analysis, Business Planning, Banking, Pricing, Financial Modeling, Risk Management, Loans, Management, Credit, Process Improvement, Portfolio Management, Financial Services, Insurance
Education
Pepperdine University 1996 — 2000
Business Administration & Accounting
Accenture August 2015 - Present
Bank of America September 2014 - June 2015
Bank of America February 2012 - September 2014
Bank of America March 2011 - February 2012
Bank of America January 2006 - April 2011
Balboa Insurance Group January 2003 - December 2005
KPMG LLP July 2000 - December 2002
Skills
Mortgage Lending, Financial Analysis, Mortgage Banking, Finance, Business Analysis, Business Planning, Banking, Pricing, Financial Modeling, Risk Management, Loans, Management, Credit, Process Improvement, Portfolio Management, Financial Services, Insurance
Education
Pepperdine University 1996 — 2000
Business Administration & Accounting
Joe Carpitella's Balboa Insurance Group Experience May 2004 - April 2007
Job Manager of Financial Planning & Analysis at GlobalEnglish
Industry Computer Software
Experience
GlobalEnglish (a subsidiary of Pearson) September 2012 - Present
Goulston & Storrs December 2009 - September 2012
Turbine November 2008 - October 2009
Cheyenne Mountain Entertainment April 2007 - October 2008
Balboa Insurance Group May 2004 - April 2007
Business Wire April 1997 - August 2002
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2004
MBA, Finance
Stony Brook University 1991 — 1995
BA, English & Journalism
GlobalEnglish (a subsidiary of Pearson) September 2012 - Present
Goulston & Storrs December 2009 - September 2012
Turbine November 2008 - October 2009
Cheyenne Mountain Entertainment April 2007 - October 2008
Balboa Insurance Group May 2004 - April 2007
Business Wire April 1997 - August 2002
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2004
MBA, Finance
Stony Brook University 1991 — 1995
BA, English & Journalism
Joanne Hart-Aguilar's Balboa Insurance Group Experience 1992 - May 2011
Job VP, Sr. Group Operations Manager at QBE FIRST
Industry Insurance
Experience
QBE North America June 2011 - Present
Bank of America April 2009 - June 2011
Balboa Insurance Group 1992 - May 2011
Bank of America 1993 - 2011
Countrywide Insurance Group April 1993 - July 2008
Countrywide Financial Corporation 1993 - 2008
Countrywide 1993 - 2008
Countrywide Insurance Services 1993 - 2008
Skills
Leadership, Mortgage Lending, Personal Development, Process Improvement, Relationship Management, Risk Management, Underwriting, Vendor Management, Banking, Business Analysis, Call Centers, Financial Risk, Financial Services, Insurance, Management, Team Building
Education
Moorpark College 1992 — 1996
QBE North America June 2011 - Present
Bank of America April 2009 - June 2011
Balboa Insurance Group 1992 - May 2011
Bank of America 1993 - 2011
Countrywide Insurance Group April 1993 - July 2008
Countrywide Financial Corporation 1993 - 2008
Countrywide 1993 - 2008
Countrywide Insurance Services 1993 - 2008
Skills
Leadership, Mortgage Lending, Personal Development, Process Improvement, Relationship Management, Risk Management, Underwriting, Vendor Management, Banking, Business Analysis, Call Centers, Financial Risk, Financial Services, Insurance, Management, Team Building
Education
Moorpark College 1992 — 1996
Bruce Boock's Balboa Insurance Group Experience June 2009 - May 2010
Job Technical Systems Analyst at Wells Fargo Dealer Services
Industry Banking
Experience
Wells Fargo Dealer Services May 2010 - Present
Balboa Insurance Group June 2009 - May 2010
American Honda Motor Co November 2008 - May 2009
Verizon Wireless October 2007 - October 2008
Impac Companies March 2007 - November 2007
Impac Funding Corp December 2004 - March 2007
City of Huntington Beach October 2003 - October 2004
Miscellaneous Contracts March 2003 - September 2003
Ceridian January 1996 - November 2002
Ceridian Corporation January 1995 - January 1996
Skills
Databases, Requirements Analysis, SDLC, Agile Methodologies, PMI, Project Management, Microsoft SQL Server
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1995
South High School 1978 — 1981
HS diploma, general
Wells Fargo Dealer Services May 2010 - Present
Balboa Insurance Group June 2009 - May 2010
American Honda Motor Co November 2008 - May 2009
Verizon Wireless October 2007 - October 2008
Impac Companies March 2007 - November 2007
Impac Funding Corp December 2004 - March 2007
City of Huntington Beach October 2003 - October 2004
Miscellaneous Contracts March 2003 - September 2003
Ceridian January 1996 - November 2002
Ceridian Corporation January 1995 - January 1996
Skills
Databases, Requirements Analysis, SDLC, Agile Methodologies, PMI, Project Management, Microsoft SQL Server
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1995
South High School 1978 — 1981
HS diploma, general
Kwan Luk's Balboa Insurance Group Experience April 2002 - August 2005
Job Financial Reporting & Accounting Manager at Workmen's Auto Insurance Company
Industry Insurance
Experience
Workmen's Auto Insurance Company August 2005 - Present
Balboa Insurance Group April 2002 - August 2005
Topa Insurance Company June 1997 - April 1999
Skills
Claim, Liability, Casualty
Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Accounting
Workmen's Auto Insurance Company August 2005 - Present
Balboa Insurance Group April 2002 - August 2005
Topa Insurance Company June 1997 - April 1999
Skills
Claim, Liability, Casualty
Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Accounting
Jeannie Le's Balboa Insurance Group Experience September 1996 - June 2000
Job Delivery Manager/Business Analyst at Impac Companies
Industry Information Technology and Services
Experience
Impac Companies June 2000 - Present
Balboa Insurance Group September 1996 - June 2000
Balboa Insurance Group June 1989 - September 1996
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement
Education
California State University-Fullerton
BS, Computer Science
Impac Companies June 2000 - Present
Balboa Insurance Group September 1996 - June 2000
Balboa Insurance Group June 1989 - September 1996
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement
Education
California State University-Fullerton
BS, Computer Science
Dawn Ruiz, MBA, CRP's Balboa Insurance Group Experience January 2009 - May 2011
Job Highly Experienced Risk Management Professional
Industry Financial Services
Experience
Bank of America June 2011 - Present
Balboa Insurance Group January 2009 - May 2011
Balboa Insurance Group November 2007 - January 2009
Impac Mortgage March 2005 - November 2007
Washington Mutual September 2004 - March 2005
Bank of America June 1988 - June 2004
Skills
Risk Management, Analysis, Business Process, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Business Continuity..., Business Process..., Issue Identification, Issues Managment, Procedure Development, Risk Assessment, Internal Audit, Project Management, Finance, Management, Leadership, Internal Controls, Six Sigma, Software Documentation, Process Improvement
Education
California State University-Fullerton
BA, Business
Fountain Valley High School
University of La Verne
MBA, Business
Bank of America June 2011 - Present
Balboa Insurance Group January 2009 - May 2011
Balboa Insurance Group November 2007 - January 2009
Impac Mortgage March 2005 - November 2007
Washington Mutual September 2004 - March 2005
Bank of America June 1988 - June 2004
Skills
Risk Management, Analysis, Business Process, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Business Continuity..., Business Process..., Issue Identification, Issues Managment, Procedure Development, Risk Assessment, Internal Audit, Project Management, Finance, Management, Leadership, Internal Controls, Six Sigma, Software Documentation, Process Improvement
Education
California State University-Fullerton
BA, Business
Fountain Valley High School
University of La Verne
MBA, Business
DaleAnn States's Balboa Insurance Group Experience March 2005 - July 2011
Job Sands Insurance Agency
Industry Insurance
Experience
Sands Insurance Agency May 2015 - Present
States & Associates, LLC February 2015 - May 2015
QBE FIRST March 2005 - February 2015
Balboa Insurance Group March 2005 - July 2011
Skills
Operations Management, Insurance, Underwriting, Strategy, Risk Management, Process Improvement, Banking, Vendor Management, Business Analysis, Leadership, Business Process..., Mergers & Acquisitions, Team Building, Management, Call Centers, Strategic Planning
Education
Northern Illinois University 1977 — 1979
Southern Methodist University 1975 — 1978
Sands Insurance Agency May 2015 - Present
States & Associates, LLC February 2015 - May 2015
QBE FIRST March 2005 - February 2015
Balboa Insurance Group March 2005 - July 2011
Skills
Operations Management, Insurance, Underwriting, Strategy, Risk Management, Process Improvement, Banking, Vendor Management, Business Analysis, Leadership, Business Process..., Mergers & Acquisitions, Team Building, Management, Call Centers, Strategic Planning
Education
Northern Illinois University 1977 — 1979
Southern Methodist University 1975 — 1978
Kyle Richmond's Balboa Insurance Group Experience January 2008 - February 2014
Job President at 2B Claim Services
Industry Insurance
Experience
2B Claim Services November 2014 - Present
SWBC February 2014 - November 2014
Balboa Insurance Group January 2008 - February 2014
QBE North America 2007 - 2014
QBE North America 2007 - 2014
Balboa Insurance Group 2008 - 2011
Balboa Insurance Group 2008 - 2011
Travelers Insurance May 2006 - January 2008
University of Phoenix/University of Southern Nevada August 2003 - June 2006
State Farm Insurance March 1991 - June 2003
Skills
Claim, Commercial Insurance, Customer Service, General Insurance, Process Improvement, Property, Claims Management, Commercial Lines, Risk Management, Liability, Negotiation, Underwriting, Property & Casualty..., Management, Operations Management, Insurance, Financial Risk, Team Management, Legal Liability, Reinsurance, Relationship Management, Litigation Management, Workers Compensation, Brokers, Health Insurance, Fraud, Casualty, Life Insurance, Leadership, Team Building, Strategic Planning, Property Damage, Training
Education
University of Phoenix 2003 — 2006
Master's in Organizational Management, Organizational Management/Human Resources
University of Southern Nevada 2003 — 2006
PharmD, Pharmacy
Paradise Valley Community College 2003 — 2003
Associate of Science (A.S.), Chemistry/Biological Sciences
Northern Arizona University 1983 — 1987
Bachelor of Science (B.S.), Business/Corporate Communications
2B Claim Services November 2014 - Present
SWBC February 2014 - November 2014
Balboa Insurance Group January 2008 - February 2014
QBE North America 2007 - 2014
QBE North America 2007 - 2014
Balboa Insurance Group 2008 - 2011
Balboa Insurance Group 2008 - 2011
Travelers Insurance May 2006 - January 2008
University of Phoenix/University of Southern Nevada August 2003 - June 2006
State Farm Insurance March 1991 - June 2003
Skills
Claim, Commercial Insurance, Customer Service, General Insurance, Process Improvement, Property, Claims Management, Commercial Lines, Risk Management, Liability, Negotiation, Underwriting, Property & Casualty..., Management, Operations Management, Insurance, Financial Risk, Team Management, Legal Liability, Reinsurance, Relationship Management, Litigation Management, Workers Compensation, Brokers, Health Insurance, Fraud, Casualty, Life Insurance, Leadership, Team Building, Strategic Planning, Property Damage, Training
Education
University of Phoenix 2003 — 2006
Master's in Organizational Management, Organizational Management/Human Resources
University of Southern Nevada 2003 — 2006
PharmD, Pharmacy
Paradise Valley Community College 2003 — 2003
Associate of Science (A.S.), Chemistry/Biological Sciences
Northern Arizona University 1983 — 1987
Bachelor of Science (B.S.), Business/Corporate Communications
Annmarie Lopez's Balboa Insurance Group Experience 2000 - Present
Job Senior Vice President, Program Manager at Bank of America
Industry Insurance
Experience
Bank of America October 2010 - Present
Bank of America July 2008 - Present
Countrywide Insurance Group January 2008 - Present
Balboa Insurance Group 2000 - Present
Balboa Insurance Group July 2000 - October 2010
Bank of America 1988 - 2008
Skills
Risk Management, Financial Risk, Underwriting, Project Management, Strategy, Sales Operations, Strategic Planning, Product Management, Business Process..., Vendor Management, Process Improvement, Credit, New Business Development, Banking, Relationship Management, Customer Experience, Insurance, Product Marketing, Analytics, Executive Management, Call Centers, Financial Services
Education
University of California, Irvine 1992 — 1996
Bank of America October 2010 - Present
Bank of America July 2008 - Present
Countrywide Insurance Group January 2008 - Present
Balboa Insurance Group 2000 - Present
Balboa Insurance Group July 2000 - October 2010
Bank of America 1988 - 2008
Skills
Risk Management, Financial Risk, Underwriting, Project Management, Strategy, Sales Operations, Strategic Planning, Product Management, Business Process..., Vendor Management, Process Improvement, Credit, New Business Development, Banking, Relationship Management, Customer Experience, Insurance, Product Marketing, Analytics, Executive Management, Call Centers, Financial Services
Education
University of California, Irvine 1992 — 1996
Richard Dragon's Balboa Insurance Group Experience October 1987 - April 1999
Job USAA Financial Services
Industry Banking
Experience
USAA November 2010 - Present
Boerne ATA Black Belt Academy January 2008 - Present
Robert Half International June 2007 - November 2010
Kinetic Concepts Inc August 2006 - March 2007
Beckman Coulter September 2004 - August 2006
PacifiCare Health Systems 2001 - 2004
Golden Eagle Insurance April 1999 - April 2001
Balboa Insurance Group October 1987 - April 1999
Skills
Business Analysis, Supply Chain, Strategic Sourcing, Strategic Planning, Project Planning, Process Improvement, Pricing, Manufacturing, Management, Forecasting, Financial Modeling, Project Management, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA, Finance
University of California, Berkeley 1981 — 1987
bachelors in statistics
Phineas Banning High School 1979 — 1981
HS
James Campbell High School 1977 — 1979
High School
USAA November 2010 - Present
Boerne ATA Black Belt Academy January 2008 - Present
Robert Half International June 2007 - November 2010
Kinetic Concepts Inc August 2006 - March 2007
Beckman Coulter September 2004 - August 2006
PacifiCare Health Systems 2001 - 2004
Golden Eagle Insurance April 1999 - April 2001
Balboa Insurance Group October 1987 - April 1999
Skills
Business Analysis, Supply Chain, Strategic Sourcing, Strategic Planning, Project Planning, Process Improvement, Pricing, Manufacturing, Management, Forecasting, Financial Modeling, Project Management, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA, Finance
University of California, Berkeley 1981 — 1987
bachelors in statistics
Phineas Banning High School 1979 — 1981
HS
James Campbell High School 1977 — 1979
High School
Tracy McGrade's Balboa Insurance Group Experience 1991 - 2009
Job Experienced Account Executive and Training Manager
Industry Insurance
Experience
Balboa Insurance Company March 2002 - April 2009
Balboa Insurance Group 1991 - 2009
Balboa Insurance Company February 1991 - May 2002
Colonial Penn Insurance October 1989 - October 1990
Colonial Penn Insurance January 1984 - October 1990
Education
California State Polytechnic University-Pomona 1979 — 2003
BS, Business Administration
American Heart Association
Balboa Insurance Company March 2002 - April 2009
Balboa Insurance Group 1991 - 2009
Balboa Insurance Company February 1991 - May 2002
Colonial Penn Insurance October 1989 - October 1990
Colonial Penn Insurance January 1984 - October 1990
Education
California State Polytechnic University-Pomona 1979 — 2003
BS, Business Administration
American Heart Association
Larry Driscoll's Balboa Insurance Group Experience May 2003 - February 2010
Job Retired
Industry Environmental Services
Experience
Retired June 2010 - Present
Balboa Insurance Group May 2003 - February 2010
Directv 1988 - 2004
RCA Communications March 1982 - March 1987
RCA Communications October 1981 - March 1983
RCA American Communications 1978 - March 1981
RCA American Communications 1973 - March 1978
Skills
Outsourcing, Customer Retention, Customer Experience, Sales, Strategic Planning, Market Research, Process Improvement, Customer Service, IT Operations, Management, Call Center, Leadership, Vendor Management, Call Centers, P&L Management, Workforce Management, Customer Satisfaction, Customer Acquisition, Budgets, Negotiation, Requirements Analysis, Change Management, Project Planning, BPO, Business Process, Strategy
Education
The Ohio State University Fisher College of Business 1971 — 1973
MBA, Marketing
The Ohio State University 1969 — 1971
MS, Physics
William & Mary 1965 — 1969
BS, Physics
Retired June 2010 - Present
Balboa Insurance Group May 2003 - February 2010
Directv 1988 - 2004
RCA Communications March 1982 - March 1987
RCA Communications October 1981 - March 1983
RCA American Communications 1978 - March 1981
RCA American Communications 1973 - March 1978
Skills
Outsourcing, Customer Retention, Customer Experience, Sales, Strategic Planning, Market Research, Process Improvement, Customer Service, IT Operations, Management, Call Center, Leadership, Vendor Management, Call Centers, P&L Management, Workforce Management, Customer Satisfaction, Customer Acquisition, Budgets, Negotiation, Requirements Analysis, Change Management, Project Planning, BPO, Business Process, Strategy
Education
The Ohio State University Fisher College of Business 1971 — 1973
MBA, Marketing
The Ohio State University 1969 — 1971
MS, Physics
William & Mary 1965 — 1969
BS, Physics
SiSi Pouraghabagher's Balboa Insurance Group Experience September 2002 - June 2011
Job CFO / COO / CAO
Industry Financial Services
Experience
California Polytechnic State University January 2015 - Present
QBE North America June 2011 - November 2013
Balboa Insurance Group September 2002 - June 2011
Xavor Corporation 2000 - 2002
Wellspring Solutions 1997 - 2000
Deloitte 1994 - 1997
Skills
Strategy, Business Process..., Business Process..., Financial Reporting, Operational Excellence, Financial Analysis, Internal Audit, Financial Services, Business Transformation, Insurance, Auditing, Accounting, Executive Management, Strategic Planning, Start-ups, Mergers, Leadership, Change Management, Business Development, Business Planning, Risk Management, Talent Management, Business Strategy, Project Management, Finance, Process Improvement, Due Diligence, Management, Human Resources, Mergers & Acquisitions, Enterprise Software, Operations Management, Mergers, Financial Risk, Business Analysis
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelors, Finance & Accounting
California Polytechnic State University January 2015 - Present
QBE North America June 2011 - November 2013
Balboa Insurance Group September 2002 - June 2011
Xavor Corporation 2000 - 2002
Wellspring Solutions 1997 - 2000
Deloitte 1994 - 1997
Skills
Strategy, Business Process..., Business Process..., Financial Reporting, Operational Excellence, Financial Analysis, Internal Audit, Financial Services, Business Transformation, Insurance, Auditing, Accounting, Executive Management, Strategic Planning, Start-ups, Mergers, Leadership, Change Management, Business Development, Business Planning, Risk Management, Talent Management, Business Strategy, Project Management, Finance, Process Improvement, Due Diligence, Management, Human Resources, Mergers & Acquisitions, Enterprise Software, Operations Management, Mergers, Financial Risk, Business Analysis
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelors, Finance & Accounting
Amina Ahluwalia's Balboa Insurance Group Experience 2003 - July 2006
Job VP Project Management at Bank of America
Industry Banking
Experience
Bank of America July 2002 - April 2015
Balboa Insurance Group 2003 - July 2006
Countrywide Financial Corporation July 2002 - July 2003
Geac 1998 - 2002
JBA International 1998 - 2002
Apria Healthcare October 1997 - June 1998
BMD Inc. July 1996 - June 1997
Government of Ontario July 1990 - June 1996
Zenith Radio Canda June 1989 - June 1990
VS Services Ltd July 1987 - June 1989
Skills
Requirements Analysis, Risk Management, SDLC, Software Project..., Business Analysis, Leadership, Management, Project Management, Strategy, Requirements Gathering, Business Process..., IT Strategy, Project Portfolio..., Vendor Management, Analysis
Education
Centennial College 1983 — 1985
Diploma, Computer Programming
Delhi University 1979 — 1981
M.Comm, Business & Finance
Delhi University 1976 — 1979
B.Comm, Commerce
Lady Irvin School 1966 — 1976
High School, Science
Bank of America July 2002 - April 2015
Balboa Insurance Group 2003 - July 2006
Countrywide Financial Corporation July 2002 - July 2003
Geac 1998 - 2002
JBA International 1998 - 2002
Apria Healthcare October 1997 - June 1998
BMD Inc. July 1996 - June 1997
Government of Ontario July 1990 - June 1996
Zenith Radio Canda June 1989 - June 1990
VS Services Ltd July 1987 - June 1989
Skills
Requirements Analysis, Risk Management, SDLC, Software Project..., Business Analysis, Leadership, Management, Project Management, Strategy, Requirements Gathering, Business Process..., IT Strategy, Project Portfolio..., Vendor Management, Analysis
Education
Centennial College 1983 — 1985
Diploma, Computer Programming
Delhi University 1979 — 1981
M.Comm, Business & Finance
Delhi University 1976 — 1979
B.Comm, Commerce
Lady Irvin School 1966 — 1976
High School, Science
Timothy Mielcarek's Balboa Insurance Group Experience April 2003 - Present
Job Executive Account Manager at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group April 2003 - Present
Education
San Diego State University-California State University 1974 — 1978
Balboa Insurance Group April 2003 - Present
Education
San Diego State University-California State University 1974 — 1978
Sudi Farokhnia's Balboa Insurance Group Experience May 2003 - July 2005
Job VP, Sr. Operational Risk Analyst at Union Bank
Industry Financial Services
Experience
Union Bank May 2015 - Present
Independent Consulting June 2013 - March 2015
Bank of America Insurance Services Group January 2009 - March 2013
Countrywide Insurance Group July 2005 - January 2009
Balboa Insurance Group May 2003 - July 2005
ALAN CHABOK, CPA October 2002 - March 2003
GOREN, BONWELL, & KELLEY, “CPAs” August 2000 - May 2002
ALFOCCINO RESTAURANT – September 1987 - June 2000
Skills
Organizational..., Able To Multi-task, Analysis, Sarbanes-Oxley Act, Management, Auditing, Financial Reporting, Finance, Risk Assessment, Software Documentation, Accounting, Project Planning, Insurance, Governance, Portfolio Management, Risk Management, Executive Management, Leadership, Policy, Internal Audit, Team Leadership, Analytical Skills, Financial Risk, Access, Business Analysis, Mergers & Acquisitions, Due Diligence, Banking, Internal Controls, Process Improvement, Forecasting, Vendor Management, Business Process
Education
Oakland University 1992 — 1998
Bachelor of Science (BS), Double major: Accounting & Finance
Mott High School 1986 — 1988
Diploma, Natural Science
Union Bank May 2015 - Present
Independent Consulting June 2013 - March 2015
Bank of America Insurance Services Group January 2009 - March 2013
Countrywide Insurance Group July 2005 - January 2009
Balboa Insurance Group May 2003 - July 2005
ALAN CHABOK, CPA October 2002 - March 2003
GOREN, BONWELL, & KELLEY, “CPAs” August 2000 - May 2002
ALFOCCINO RESTAURANT – September 1987 - June 2000
Skills
Organizational..., Able To Multi-task, Analysis, Sarbanes-Oxley Act, Management, Auditing, Financial Reporting, Finance, Risk Assessment, Software Documentation, Accounting, Project Planning, Insurance, Governance, Portfolio Management, Risk Management, Executive Management, Leadership, Policy, Internal Audit, Team Leadership, Analytical Skills, Financial Risk, Access, Business Analysis, Mergers & Acquisitions, Due Diligence, Banking, Internal Controls, Process Improvement, Forecasting, Vendor Management, Business Process
Education
Oakland University 1992 — 1998
Bachelor of Science (BS), Double major: Accounting & Finance
Mott High School 1986 — 1988
Diploma, Natural Science
Jacque Tinker's Balboa Insurance Group Experience 2007 - 2009
Job Director of Course Development at Five Star Institute
Industry Media Production
Experience
Five Star Institute 2009 - Present
Balboa Insurance Group 2007 - 2009
Education
Northwestern College 1995 — 1997
Abilene Christian University 1993 — 1995
Five Star Institute 2009 - Present
Balboa Insurance Group 2007 - 2009
Education
Northwestern College 1995 — 1997
Abilene Christian University 1993 — 1995
Dwayne Sharpe's Balboa Insurance Group Experience September 2008 - September 2009
Job Sr. Risk Analyst at QBE Insurance
Industry Insurance
Experience
QBE Insurance March 2013 - Present
Bank of America June 2012 - March 2013
Bank of America September 2009 - May 2012
Balboa Insurance Group September 2008 - September 2009
Bank of America July 2008 - August 2009
Countrywide Financial 2005 - July 2008
First American Title 2004 - 2004
Fluor February 1996 - October 2003
Thrifty Drug Stores March 1991 - February 1996
Carter Hawley Hale 1981 - 1989
Skills
Change Management, Sarbanes-Oxley Act, Information Technology, Budgets, Business Process, Risk Management, Operational Risk..., Portfolio Management, IT Audit, Insurance, Financial Risk, Process Improvement, Vendor Management, Banking, Business Analysis, Business Continuity, Disaster Recovery, SSAE16, Release Management, Auditing, Internal Audit, Outsourcing, Finance, Management, Internal Controls, Due Diligence, Enterprise Risk..., Project Management, SDLC, Governance, SSAE 16
Education
California State University-Dominguez Hills 1976 — 1978
Bachelor, Business Administration
QBE Insurance March 2013 - Present
Bank of America June 2012 - March 2013
Bank of America September 2009 - May 2012
Balboa Insurance Group September 2008 - September 2009
Bank of America July 2008 - August 2009
Countrywide Financial 2005 - July 2008
First American Title 2004 - 2004
Fluor February 1996 - October 2003
Thrifty Drug Stores March 1991 - February 1996
Carter Hawley Hale 1981 - 1989
Skills
Change Management, Sarbanes-Oxley Act, Information Technology, Budgets, Business Process, Risk Management, Operational Risk..., Portfolio Management, IT Audit, Insurance, Financial Risk, Process Improvement, Vendor Management, Banking, Business Analysis, Business Continuity, Disaster Recovery, SSAE16, Release Management, Auditing, Internal Audit, Outsourcing, Finance, Management, Internal Controls, Due Diligence, Enterprise Risk..., Project Management, SDLC, Governance, SSAE 16
Education
California State University-Dominguez Hills 1976 — 1978
Bachelor, Business Administration
Lindsay Gunn's Balboa Insurance Group Experience November 2007 - April 2009
Job Team Manager, Customer Service at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group/Bank of Americica Insurance Services Inc. November 2007 - Present
Balboa Insurance Group November 2007 - April 2009
Liberty Mutual Insurance December 2005 - August 2007
Liberty Mutual Insurance December 2005 - August 2007
Education
Kent State University
Balboa Insurance Group/Bank of Americica Insurance Services Inc. November 2007 - Present
Balboa Insurance Group November 2007 - April 2009
Liberty Mutual Insurance December 2005 - August 2007
Liberty Mutual Insurance December 2005 - August 2007
Education
Kent State University
Kellie White's Balboa Insurance Group Experience November 2009 - Present
Job Operations Analyst at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group November 2009 - Present
Farmers Insurance September 1999 - October 2009
Skills
Mortgage Lending, Banking
Education
Humboldt State University 1987 — 1991
B.A., Psychology
Balboa Insurance Group November 2009 - Present
Farmers Insurance September 1999 - October 2009
Skills
Mortgage Lending, Banking
Education
Humboldt State University 1987 — 1991
B.A., Psychology
Mark Ulmer's Balboa Insurance Group Experience 2006 - 2009
Job COO EVP SVP Operations with Expertise in Mortgage Fulfillment | Open to new opportunities
Industry Financial Services
Experience
Strategic Operations Leadership, Orange County, California Area 2015 - Present
SWBC November 2012 - Present
Bank of America 2009 - 2012
Balboa Insurance Group 2006 - 2009
Provident Funding Associates L.P. 2003 - 2006
Washington Mutual 2000 - 2003
Bank of America Mortgage 1997 - 2000
The Home Mortgage Network 1995 - 1997
PNC Mortgage 1992 - 1995
California Federal Bank 1984 - 1992
Skills
Risk Management, Loans, Credit, Mortgage Lending, Process Improvement, Loan Origination, Executive Management, Financial Services, Leadership, Finance, Underwriting, Management, Portfolio Management, Strategic Planning, Loan Servicing, Operations Management, Mortgage Banking, Mortgage Servicing, Financial Risk, Analytics, Real Estate, Customer Service, Training, Investment Properties, Sales Operations, Operational Planning, Operational Excellence, Operational Risk, Operational Risk..., Operational Efficiency, Operational Due..., Operational Strategy, Operational Support, Operational Analysis, Operational Streamlining
Education
California State University-San Bernardino
Master of Business Administration (M.B.A.)
Strategic Operations Leadership, Orange County, California Area 2015 - Present
SWBC November 2012 - Present
Bank of America 2009 - 2012
Balboa Insurance Group 2006 - 2009
Provident Funding Associates L.P. 2003 - 2006
Washington Mutual 2000 - 2003
Bank of America Mortgage 1997 - 2000
The Home Mortgage Network 1995 - 1997
PNC Mortgage 1992 - 1995
California Federal Bank 1984 - 1992
Skills
Risk Management, Loans, Credit, Mortgage Lending, Process Improvement, Loan Origination, Executive Management, Financial Services, Leadership, Finance, Underwriting, Management, Portfolio Management, Strategic Planning, Loan Servicing, Operations Management, Mortgage Banking, Mortgage Servicing, Financial Risk, Analytics, Real Estate, Customer Service, Training, Investment Properties, Sales Operations, Operational Planning, Operational Excellence, Operational Risk, Operational Risk..., Operational Efficiency, Operational Due..., Operational Strategy, Operational Support, Operational Analysis, Operational Streamlining
Education
California State University-San Bernardino
Master of Business Administration (M.B.A.)
Debbie Vasilakis's Balboa Insurance Group Experience August 2005 - Present
Job Busines Systems Analyst, Sr.
Industry Information Technology and Services
Experience
Balboa Insurance Group August 2005 - Present
Balboa Insurance Group December 1996 - August 2005
Balboa Insurance Group September 1989 - December 1996
Education
Penn State University 1981 — 1983
Business Administration
Balboa Insurance Group August 2005 - Present
Balboa Insurance Group December 1996 - August 2005
Balboa Insurance Group September 1989 - December 1996
Education
Penn State University 1981 — 1983
Business Administration
Becky Igo's Balboa Insurance Group Experience March 1985 - June 1988
Job Regional Vice President at Allied Solutions LLC
Industry Financial Services
Experience
Allied Solutions LLC April 2013 - Present
The Igo Group, LLC March 2012 - Present
Assurant Specialty Property October 2005 - February 2012
Balboa Insurance Group now QBE First May 2003 - September 2005
ZC Sterling now QBE First October 1996 - April 2003
American Security Group now Assurant July 1988 - October 1996
Balboa Insurance Group March 1985 - June 1988
Minnesota Mutual Life now a Securian Company June 1981 - March 1985
Skills
Complex Sales/New..., Consultative and..., Key Account Management, Contract Negotiation, Competitive Analysis, Strategic Account and..., New Product Development, Market Research, Marketing Strategy, Marketing Communications, Market Analysis, Profitability, Planning Industry..., RFP preparation, Business Reviews, Direct Sales, Insurance, Outsourcing, Community Outreach, Fundraising, Strategic Planning, Product Development, Vendor Management, Sales Management, Business Acquisition, Business Development, Risk Management, Banking, Business, Sales Process
Education
Illinois State University 1977 — 1981
Bachelor of Science (BS), Business Management
Allied Solutions LLC April 2013 - Present
The Igo Group, LLC March 2012 - Present
Assurant Specialty Property October 2005 - February 2012
Balboa Insurance Group now QBE First May 2003 - September 2005
ZC Sterling now QBE First October 1996 - April 2003
American Security Group now Assurant July 1988 - October 1996
Balboa Insurance Group March 1985 - June 1988
Minnesota Mutual Life now a Securian Company June 1981 - March 1985
Skills
Complex Sales/New..., Consultative and..., Key Account Management, Contract Negotiation, Competitive Analysis, Strategic Account and..., New Product Development, Market Research, Marketing Strategy, Marketing Communications, Market Analysis, Profitability, Planning Industry..., RFP preparation, Business Reviews, Direct Sales, Insurance, Outsourcing, Community Outreach, Fundraising, Strategic Planning, Product Development, Vendor Management, Sales Management, Business Acquisition, Business Development, Risk Management, Banking, Business, Sales Process
Education
Illinois State University 1977 — 1981
Bachelor of Science (BS), Business Management
Mary Vander Weit's Balboa Insurance Group Experience March 2009 - July 2011
Job Sr. Systems Analyst, Telecommunications, Balboa Insurance Co.
Industry Telecommunications
Experience
Balboa Insurance Group March 2009 - July 2011
Bank of America(Formerly Countrywide Financial Corp.) June 1994 - March 2009
HSBC(Formerly Household International) July 2001 - November 2003
Charles Schwab June 1998 - July 2001
Bank of America September 1994 - June 1998
Skills
Project Management, Vendor Management, Program Management
Education
Golden Gate University 1992 — 1994
Certificate of Telecommunications Management, Telecommunications
Bishop McDevitt High School 1959 — 1963
Balboa Insurance Group March 2009 - July 2011
Bank of America(Formerly Countrywide Financial Corp.) June 1994 - March 2009
HSBC(Formerly Household International) July 2001 - November 2003
Charles Schwab June 1998 - July 2001
Bank of America September 1994 - June 1998
Skills
Project Management, Vendor Management, Program Management
Education
Golden Gate University 1992 — 1994
Certificate of Telecommunications Management, Telecommunications
Bishop McDevitt High School 1959 — 1963
Barbara Redick's Balboa Insurance Group Experience July 2003 - July 2006
Job IT Manager, Title Applications SharePoint, Eagle Status, FALive, IT Communicator at First American Title
Industry Information Technology and Services
Experience
First American Title August 2014 - Present
First American Title October 2013 - Present
First American Title May 2011 - Present
First American Title January 2007 - Present
Balboa Insurance Group July 2003 - July 2006
Balboa Insurance aka Countrywide Home Loans 2003 - 2006
Aston IT Group August 1999 - August 2003
SBC Communications (currently AT&T) September 1988 - August 1999
Skills
Software Project..., Business Analysis, Project Management, Process Improvement, Management, Software Development, SDLC, ITIL, Leadership, Microsoft SQL Server, Systems Analysis, Customer Service, SharePoint, Vendor Management, Strategy
Education
California State University-Long Beach 1978 — 1979
Business Administration and Management, General
California State University-Fullerton
Certified Meeting Planner, Meeting and Event Planning
Cerritos College
AA, Business
Gahr
Our Lady of Fatima Elementary
First American Title August 2014 - Present
First American Title October 2013 - Present
First American Title May 2011 - Present
First American Title January 2007 - Present
Balboa Insurance Group July 2003 - July 2006
Balboa Insurance aka Countrywide Home Loans 2003 - 2006
Aston IT Group August 1999 - August 2003
SBC Communications (currently AT&T) September 1988 - August 1999
Skills
Software Project..., Business Analysis, Project Management, Process Improvement, Management, Software Development, SDLC, ITIL, Leadership, Microsoft SQL Server, Systems Analysis, Customer Service, SharePoint, Vendor Management, Strategy
Education
California State University-Long Beach 1978 — 1979
Business Administration and Management, General
California State University-Fullerton
Certified Meeting Planner, Meeting and Event Planning
Cerritos College
AA, Business
Gahr
Our Lady of Fatima Elementary
Deborah McCormick's Balboa Insurance Group Experience June 2005 - June 2011
Job Sr. Customer Experience Analyst at QBE First
Industry Insurance
Experience
QBE FIRST June 2011 - Present
Balboa Insurance Group June 2005 - June 2011
Citizens Bank November 2001 - May 2005
Mellon Bank June 1994 - November 2001
Corning Incorporated September 1989 - November 1992
Corning Incorporated June 1985 - September 1989
Skills
SDLC, Vendor Management, Business Intelligence, Business Process..., Integration, SharePoint, Data Analysis, IVR, Systems Analysis, Business Process, Change Management, MS Project, PMP, Quality Assurance, Microsoft SQL Server, Analysis, Operations Management
Education
Syracuse University 1989 — 1992
MBA, Business Administration and Management, General
Penn State University 1981 — 1985
BS, Chemical Engineering
QBE FIRST June 2011 - Present
Balboa Insurance Group June 2005 - June 2011
Citizens Bank November 2001 - May 2005
Mellon Bank June 1994 - November 2001
Corning Incorporated September 1989 - November 1992
Corning Incorporated June 1985 - September 1989
Skills
SDLC, Vendor Management, Business Intelligence, Business Process..., Integration, SharePoint, Data Analysis, IVR, Systems Analysis, Business Process, Change Management, MS Project, PMP, Quality Assurance, Microsoft SQL Server, Analysis, Operations Management
Education
Syracuse University 1989 — 1992
MBA, Business Administration and Management, General
Penn State University 1981 — 1985
BS, Chemical Engineering
Howard Wexler's Balboa Insurance Group Experience 2002 - 2007
Job Non Profit Organization Board Membership and Volunteer
Industry Financial Services
Experience
Wexler Professional Services January 2008 - Present
Wexler Professional Services, Inc. 2008 - Present
Balboa Insurance Group 2002 - 2007
Skills
New Business Development, Strategy, Strategic Planning, Public Speaking, Management, Risk Management, Contract Negotiation, Executive Management, Financial Services, Insurance, Process Improvement, Mergers & Acquisitions, Entrepreneurship, Estate Planning, Legal Writing, Investments, Securities, Leadership
Education
Emory University School of Law 1978 — 1980
LL.M, Tax
Emory University School of Law 1972 — 1975
Juris Doctorate, Legal
University of Illinois at Urbana-Champaign 1968 — 1972
B.S., Finance
Wexler Professional Services January 2008 - Present
Wexler Professional Services, Inc. 2008 - Present
Balboa Insurance Group 2002 - 2007
Skills
New Business Development, Strategy, Strategic Planning, Public Speaking, Management, Risk Management, Contract Negotiation, Executive Management, Financial Services, Insurance, Process Improvement, Mergers & Acquisitions, Entrepreneurship, Estate Planning, Legal Writing, Investments, Securities, Leadership
Education
Emory University School of Law 1978 — 1980
LL.M, Tax
Emory University School of Law 1972 — 1975
Juris Doctorate, Legal
University of Illinois at Urbana-Champaign 1968 — 1972
B.S., Finance
Terrence Richmond's Balboa Insurance Group Experience April 2006 - November 2009
Job Senior Financial Analyst at Athens Services
Industry Insurance
Experience
Athens Services December 2013 - March 2015
QBE FIRST June 2011 - November 2013
Bank of America Insurance Services Group November 2009 - May 2011
Balboa Insurance Group April 2006 - November 2009
Amtrend Corporation 2005 - 2006
Phillips Plywood Co. Inc. 2000 - 2003
Skills
Financial Analysis, Process Improvement, Insurance, Forecasting, Financial Modeling, Finance, Banking, Underwriting, Call Center, Financial Risk, Strategic Planning, Strategic Financial..., Budgets, Vendor Management
Education
California State University-Bakersfield 2004 — 2005
Bachelor, Economics
Highland High School 1992 — 1996
High School Diploma, Generic
Athens Services December 2013 - March 2015
QBE FIRST June 2011 - November 2013
Bank of America Insurance Services Group November 2009 - May 2011
Balboa Insurance Group April 2006 - November 2009
Amtrend Corporation 2005 - 2006
Phillips Plywood Co. Inc. 2000 - 2003
Skills
Financial Analysis, Process Improvement, Insurance, Forecasting, Financial Modeling, Finance, Banking, Underwriting, Call Center, Financial Risk, Strategic Planning, Strategic Financial..., Budgets, Vendor Management
Education
California State University-Bakersfield 2004 — 2005
Bachelor, Economics
Highland High School 1992 — 1996
High School Diploma, Generic
Michele Anolik's Balboa Insurance Group Experience November 1990 - Present
Job VP, Relationship Manager at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group November 1990 - Present
Education
Kent State University 1966 — 1971
College of Business, Marketing
Balboa Insurance Group November 1990 - Present
Education
Kent State University 1966 — 1971
College of Business, Marketing
Vinh Thoi's Balboa Insurance Group Experience June 2007 - March 2010
Job SQL DBA \ Developer at Hunter Wise Services
Industry Insurance
Experience
Hunter Wise Services March 2011 - February 2013
Balboa Insurance Group June 2007 - March 2010
Kaiser Permanente September 2005 - June 2007
UnitedHealth Group (PacifiCare) May 2001 - September 2005
Epicor March 2000 - April 2001
PROMS January 1999 - January 2000
Skills
Data Warehousing, ETL, SQL DBA, Business Intelligence, Microsoft SQL Server, Databases
Education
California State University-Fullerton 1991 — 1998
Bachelor of Arts (BA), Management Information Systems, and Marketing
Hunter Wise Services March 2011 - February 2013
Balboa Insurance Group June 2007 - March 2010
Kaiser Permanente September 2005 - June 2007
UnitedHealth Group (PacifiCare) May 2001 - September 2005
Epicor March 2000 - April 2001
PROMS January 1999 - January 2000
Skills
Data Warehousing, ETL, SQL DBA, Business Intelligence, Microsoft SQL Server, Databases
Education
California State University-Fullerton 1991 — 1998
Bachelor of Arts (BA), Management Information Systems, and Marketing
Robert T. Johnson's Balboa Insurance Group Experience March 2010 - May 2011
Job Chief Claims Officer, Tower Hill Insurance Group
Industry Insurance
Experience
Tower Hill Insurance Group September 2014 - Present
QBE Financial Partner Services June 2011 - January 2014
Balboa Insurance Group March 2010 - May 2011
Bank of America (Balboa) (General Fidelity) 2010 - 2011
Balboa Insurance Group June 2002 - March 2010
Peterson, Picker, Chow & Freisleben May 2001 - June 2002
Skills
Risk Management, Financial Risk, Auditing, Underwriting, Management, Litigation Management, Claims Management, Property & Casualty..., Claim, Reinsurance, Insurance, Fraud, Legal Liability, Commercial Insurance, General Insurance, Workers Compensation, Professional Liability, Casualty, Liability, Insurance Law, Casualty Insurance
Education
California Western School of Law 1989 — 1991
J.D., Law
Humboldt State University 1985 — 1989
BA, Political Science
Tower Hill Insurance Group September 2014 - Present
QBE Financial Partner Services June 2011 - January 2014
Balboa Insurance Group March 2010 - May 2011
Bank of America (Balboa) (General Fidelity) 2010 - 2011
Balboa Insurance Group June 2002 - March 2010
Peterson, Picker, Chow & Freisleben May 2001 - June 2002
Skills
Risk Management, Financial Risk, Auditing, Underwriting, Management, Litigation Management, Claims Management, Property & Casualty..., Claim, Reinsurance, Insurance, Fraud, Legal Liability, Commercial Insurance, General Insurance, Workers Compensation, Professional Liability, Casualty, Liability, Insurance Law, Casualty Insurance
Education
California Western School of Law 1989 — 1991
J.D., Law
Humboldt State University 1985 — 1989
BA, Political Science
Leonard Polak's Balboa Insurance Group Experience 2008 - 2010
Job Senior SAS Programmer and Database Analyst at Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo Dealer Services 2010 - Present
Balboa Insurance Group 2008 - 2010
Experian 2001 - 2008
Experian 1993 - 2001
TRW 1990 - 1993
TRW 1986 - 1990
Skills
Microsoft Excel, Access, SAS, R, Data Mining, Data Analysis, Business Intelligence, Management, Analytics, Risk Management, Database Design, Program Management, SQL, Analysis, Databases
Education
California State University-Fullerton
MBA, General/Finance
California State University-Dominguez Hills
BS, Public Administration
Wells Fargo Dealer Services 2010 - Present
Balboa Insurance Group 2008 - 2010
Experian 2001 - 2008
Experian 1993 - 2001
TRW 1990 - 1993
TRW 1986 - 1990
Skills
Microsoft Excel, Access, SAS, R, Data Mining, Data Analysis, Business Intelligence, Management, Analytics, Risk Management, Database Design, Program Management, SQL, Analysis, Databases
Education
California State University-Fullerton
MBA, General/Finance
California State University-Dominguez Hills
BS, Public Administration
Paula Saguibo's Balboa Insurance Group Experience July 2010 - December 2013
Job Rate & Form Analyst at QBE the Americas
Industry Insurance
Experience
QBE the Americas January 2012 - December 2013
Balboa Insurance Group July 2010 - December 2013
Countrywide Insurance September 2006 - November 2008
Mercury Insurance November 2002 - September 2006
Learning Tree University November 1999 - November 2002
Skills
Project Management, Leadership, Program Management, Product Management, Underwriting, Management, Insurance, Property & Casualty..., Pricing, Strategic Planning, Risk Management, Process Improvement, General Insurance
Education
California State University-Northridge
B.S., International Business and Marketing
College of the Canyons
A.S., Math and Science
QBE the Americas January 2012 - December 2013
Balboa Insurance Group July 2010 - December 2013
Countrywide Insurance September 2006 - November 2008
Mercury Insurance November 2002 - September 2006
Learning Tree University November 1999 - November 2002
Skills
Project Management, Leadership, Program Management, Product Management, Underwriting, Management, Insurance, Property & Casualty..., Pricing, Strategic Planning, Risk Management, Process Improvement, General Insurance
Education
California State University-Northridge
B.S., International Business and Marketing
College of the Canyons
A.S., Math and Science
Anthony Jaraski's Balboa Insurance Group Experience May 2007 - December 2009
Job Operations Consultant. Reporting Analyst
Industry Information Technology and Services
Experience
IPC Healthcare, Inc. 2012 - Present
Bank of America December 2009 - Present
JPMorgan Chase May 2013 - March 2015
Balboa Insurance Group May 2007 - December 2009
Countrywide Home Loans August 2005 - May 2007
Countrywide Home Loans October 2001 - August 2005
Skills
Technical Leadership, Problem Solving, Systems Analysis, Networking, Relational Databases, Operations Management, Process Improvement, Access, Business Process..., Business Analysis, Call Center, Call Centers, Change Management, Cross-functional Team..., Customer Service, Data Warehousing, Database Administration, Integration, Leadership, Management, Manufacturing, Microsoft Office, Mortgage Lending, SQL, Troubleshooting
Education
Arizona State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Operations Management
Gateway Community College 2005 — 2007
Associates, Cisco Networking
IPC Healthcare, Inc. 2012 - Present
Bank of America December 2009 - Present
JPMorgan Chase May 2013 - March 2015
Balboa Insurance Group May 2007 - December 2009
Countrywide Home Loans August 2005 - May 2007
Countrywide Home Loans October 2001 - August 2005
Skills
Technical Leadership, Problem Solving, Systems Analysis, Networking, Relational Databases, Operations Management, Process Improvement, Access, Business Process..., Business Analysis, Call Center, Call Centers, Change Management, Cross-functional Team..., Customer Service, Data Warehousing, Database Administration, Integration, Leadership, Management, Manufacturing, Microsoft Office, Mortgage Lending, SQL, Troubleshooting
Education
Arizona State University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Operations Management
Gateway Community College 2005 — 2007
Associates, Cisco Networking
Ezequiel Bolwahnn's Balboa Insurance Group Experience May 2007 - January 2010
Job Capacity Planner at American Traffic Solutions
Industry Financial Services
Experience
American Traffic Solutions January 2010 - Present
Balboa Insurance Group May 2007 - January 2010
CitiFinancial 2001 - 2007
Skills
Call Center, Workforce Management, Process Improvement, Operations Management, Change Management, Customer Satisfaction, Performance Management, Team Building, Customer Experience, Forecasting, Project Management, Customer Service, Business Analysis, Quality Assurance, Team Leadership, Strategic Planning, Team Management, Business Process..., Business Process, Analysis, Call Centers, Leadership, Management
Education
University of Phoenix 2006 — 2008
Bachelor of Science (B.S.), Business Information Systems
The University of New Mexico 1998 — 2000
NA, General
American Traffic Solutions January 2010 - Present
Balboa Insurance Group May 2007 - January 2010
CitiFinancial 2001 - 2007
Skills
Call Center, Workforce Management, Process Improvement, Operations Management, Change Management, Customer Satisfaction, Performance Management, Team Building, Customer Experience, Forecasting, Project Management, Customer Service, Business Analysis, Quality Assurance, Team Leadership, Strategic Planning, Team Management, Business Process..., Business Process, Analysis, Call Centers, Leadership, Management
Education
University of Phoenix 2006 — 2008
Bachelor of Science (B.S.), Business Information Systems
The University of New Mexico 1998 — 2000
NA, General
Diane Kukulka's Balboa Insurance Group Experience April 2009 - December 2009
Job Mortgage Financial Services Professional
Industry Financial Services
Experience
Balboa Insurance Group April 2009 - December 2009
Edward Jones August 2008 - September 2008
Countrywide Home Loans June 2007 - August 2008
1st National Bank of Arizona June 2001 - April 2007
Skills
Process Improvement, Underwriting, Sales, Negotiation, Mortgage Underwriting, Customer Service, Banking, Mortgage Lending, Recruiting, Marketing, Mortgage Banking, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Credit, Real Estate, Leadership
Education
Glendale Community College 1998 — 2000
AA, Liberal Arts
Phoenix College 1984 — 1998
Liberal Arts
Balboa Insurance Group April 2009 - December 2009
Edward Jones August 2008 - September 2008
Countrywide Home Loans June 2007 - August 2008
1st National Bank of Arizona June 2001 - April 2007
Skills
Process Improvement, Underwriting, Sales, Negotiation, Mortgage Underwriting, Customer Service, Banking, Mortgage Lending, Recruiting, Marketing, Mortgage Banking, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Credit, Real Estate, Leadership
Education
Glendale Community College 1998 — 2000
AA, Liberal Arts
Phoenix College 1984 — 1998
Liberal Arts
Betsy Hozubin's Balboa Insurance Group Experience February 2004 - Present
Job Software Developer at Balboa Insurance Group
Industry Information Technology and Services
Experience
Balboa Insurance Group February 2004 - Present
Skills
Fileaid, DB2/SQL, SPUFI, VSAM, TSO, JCL, DB2, COBOL, ISPF, MVS, CICS, IDMS, Mainframe, SQL, IBM Utilities, z/OS, Application Development, FTP
Education
Boston College 1981 — 1983
B.A., Mathematics
Syracuse University 1979 — 1981
n/a 1975 — 1980
Balboa Insurance Group February 2004 - Present
Skills
Fileaid, DB2/SQL, SPUFI, VSAM, TSO, JCL, DB2, COBOL, ISPF, MVS, CICS, IDMS, Mainframe, SQL, IBM Utilities, z/OS, Application Development, FTP
Education
Boston College 1981 — 1983
B.A., Mathematics
Syracuse University 1979 — 1981
n/a 1975 — 1980
Julie Beavor's Balboa Insurance Group Experience October 2006 - February 2009
Job Service Delivery Manager/Business Relationship Manager
Industry Financial Services
Experience
Bank of America March 2012 - February 2015
Bank of America January 2010 - September 2011
Balboa Life Insurance March 2009 - December 2009
Balboa Insurance Group October 2006 - February 2009
Balboa Insurance Group October 2000 - September 2006
Balboa Insurance Group June 1977 - October 2000
Skills
Business Process, Risk Management, Visio, Banking, Process Improvement, Project Management, Access, SDLC, MS Project, Quality Assurance, Business Analysis, Integration, Management, Vendor Management, Business Requirements, Strategy, Business Process..., Microsoft Project
Education
Orange Coast College
General
Bank of America March 2012 - February 2015
Bank of America January 2010 - September 2011
Balboa Life Insurance March 2009 - December 2009
Balboa Insurance Group October 2006 - February 2009
Balboa Insurance Group October 2000 - September 2006
Balboa Insurance Group June 1977 - October 2000
Skills
Business Process, Risk Management, Visio, Banking, Process Improvement, Project Management, Access, SDLC, MS Project, Quality Assurance, Business Analysis, Integration, Management, Vendor Management, Business Requirements, Strategy, Business Process..., Microsoft Project
Education
Orange Coast College
General
Julie Beaudreau, MBA's Balboa Insurance Group Experience May 2004 - May 2009
Job Marketing Manager
Industry Insurance
Experience
EOI Service Company, Inc. August 2009 - Present
Balboa Insurance Group May 2004 - May 2009
Countrywide Financial Corporation May 2004 - May 2009
SAFECO FIS 1998 - 2004
Keystone Pacific Property Management 1993 - 1996
Skills
Project Management, Budgets, Market Planning, Insurance, Strategic Planning, Customer Retention, Salesforce.com, Vendor Management, Process Improvement, Customer Service, Sales Management, Risk Management, Training, Management, Strategy, Marketing, Business Development, Sales, Market Research, Integrated Marketing, Analysis, Cross-functional Team..., Account Management, Event Planning, Leadership, Competitive Analysis, Program Management, Marketing Strategy, Direct Marketing, Analytics, New Business Development, Business Planning, Marketing Management
Education
Keller Graduate School 2004 — 2006
MBA, Business Administration
Linfield College 1984 — 1989
BA, Business Administration, Spanish
Gladstone High School
EOI Service Company, Inc. August 2009 - Present
Balboa Insurance Group May 2004 - May 2009
Countrywide Financial Corporation May 2004 - May 2009
SAFECO FIS 1998 - 2004
Keystone Pacific Property Management 1993 - 1996
Skills
Project Management, Budgets, Market Planning, Insurance, Strategic Planning, Customer Retention, Salesforce.com, Vendor Management, Process Improvement, Customer Service, Sales Management, Risk Management, Training, Management, Strategy, Marketing, Business Development, Sales, Market Research, Integrated Marketing, Analysis, Cross-functional Team..., Account Management, Event Planning, Leadership, Competitive Analysis, Program Management, Marketing Strategy, Direct Marketing, Analytics, New Business Development, Business Planning, Marketing Management
Education
Keller Graduate School 2004 — 2006
MBA, Business Administration
Linfield College 1984 — 1989
BA, Business Administration, Spanish
Gladstone High School
Karen Frech, CPCU's Balboa Insurance Group Experience June 2002 - 2008
Job VP Product Administration Compliance at QBE
Industry Insurance
Experience
QBE (FPS) April 2013 - Present
Bank of America 2008 - April 2013
Balboa Insurance Group June 2002 - 2008
Automobile Club of Southern California February 1998 - June 2002
Skills
Underwriting, Financial Risk, Credit, Risk Management, Property & Casualty..., Insurance, Finance, Management, Financial Services, Mortgage Lending, Portfolio Management, Relationship Management, Strategic Planning, Process Improvement, General Insurance, Enterprise Risk...
Education
State University of New York College at Potsdam 1976 — 1980
BA, Economics
QBE (FPS) April 2013 - Present
Bank of America 2008 - April 2013
Balboa Insurance Group June 2002 - 2008
Automobile Club of Southern California February 1998 - June 2002
Skills
Underwriting, Financial Risk, Credit, Risk Management, Property & Casualty..., Insurance, Finance, Management, Financial Services, Mortgage Lending, Portfolio Management, Relationship Management, Strategic Planning, Process Improvement, General Insurance, Enterprise Risk...
Education
State University of New York College at Potsdam 1976 — 1980
BA, Economics
Ron Closser's Balboa Insurance Group Experience 2005 - 2008
Job Insurance and Financial Services Professional
Industry Financial Services
Experience
The Zenith Insurance Companies August 2010 - Present
Various 2008 - 2010
Balboa Insurance Group 2005 - 2008
CNA Insurance 2002 - 2005
Avatar Insurance Services 1998 - 2002
ING Groep U.S. P & C Companies / Netherlands Insurnace 1996 - 1998
Fireman's Fund 1979 - 1996
Fireman's Fund Insurance Company August 1979 - May 1982
Central Michigan University 1978 - 1979
Saints Peter and Paul High School 1977 - 1978
Skills
Workers Compensation, Term Life Insurance, Team Building, Brokers, Casualty, Claim, Commercial Insurance, Commercial Lines, Financial Risk, Claims Management, Health Insurance, General Insurance, Insurance, Legal Liability, Process Improvement, Management, Liability, Reinsurance, Risk Management, Property, Underwriting, Strategic Planning, Professional Liability, Property & Casualty..., Fixed Annuities, Casualty Insurance, Employee Benefits, Long-term Care, Customer Service, Property
Education
Aquinas College 1973 — 1977
Bachelor of Arts (B.A.), Political Science / English
The Zenith Insurance Companies August 2010 - Present
Various 2008 - 2010
Balboa Insurance Group 2005 - 2008
CNA Insurance 2002 - 2005
Avatar Insurance Services 1998 - 2002
ING Groep U.S. P & C Companies / Netherlands Insurnace 1996 - 1998
Fireman's Fund 1979 - 1996
Fireman's Fund Insurance Company August 1979 - May 1982
Central Michigan University 1978 - 1979
Saints Peter and Paul High School 1977 - 1978
Skills
Workers Compensation, Term Life Insurance, Team Building, Brokers, Casualty, Claim, Commercial Insurance, Commercial Lines, Financial Risk, Claims Management, Health Insurance, General Insurance, Insurance, Legal Liability, Process Improvement, Management, Liability, Reinsurance, Risk Management, Property, Underwriting, Strategic Planning, Professional Liability, Property & Casualty..., Fixed Annuities, Casualty Insurance, Employee Benefits, Long-term Care, Customer Service, Property
Education
Aquinas College 1973 — 1977
Bachelor of Arts (B.A.), Political Science / English
Hanan Abdeen's Balboa Insurance Group Experience February 2003 - October 2004
Job Accounting Manager at Carfinance Capital, LLC
Industry Financial Services
Experience
Carfinance Capital, LLC May 2013 - Present
CapitalSource March 2011 - May 2013
Arch Bay Capital April 2010 - December 2010
Triad Financial November 2004 - February 2010
Balboa Insurance Group February 2003 - October 2004
Jackson Federal Bank 2000 - 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Leadership, Accounts Payable, Auditing, Banking, Credit, Finance, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Analysis, Financial Modeling, Forecasting
Education
California State University-Los Angeles 1995 — 1998
MBA, MBA
Cal State Fullerton 1991 — 1994
BA, Accounting
Carfinance Capital, LLC May 2013 - Present
CapitalSource March 2011 - May 2013
Arch Bay Capital April 2010 - December 2010
Triad Financial November 2004 - February 2010
Balboa Insurance Group February 2003 - October 2004
Jackson Federal Bank 2000 - 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Leadership, Accounts Payable, Auditing, Banking, Credit, Finance, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Analysis, Financial Modeling, Forecasting
Education
California State University-Los Angeles 1995 — 1998
MBA, MBA
Cal State Fullerton 1991 — 1994
BA, Accounting
Henry Hoffer's Balboa Insurance Group Experience December 2007 - January 2009
Job Associate Vice President, Cresbrook Claims at Crestbrook Insurance
Industry Insurance
Experience
Crestbrook Insurance September 2013 - Present
Nationwide Insurance August 2010 - September 2013
Dimont & Associates March 2009 - October 2009
Balboa Insurance Group December 2007 - January 2009
Chubb Group of Insurance Companies 1998 - 2007
Chubb Group of Insurance Companies 1991 - 1998
Skills
Insurance, Claim, Process Improvement, Casualty, Strategic Planning, Claims Management, Property & Casualty..., Leadership, Claim Investigation, Risk Management, Workers Compensation, Litigation Management, Underwriting, Subrogation
Education
The National Underwriter Company 2014 — 2014
Personal Lines Coverage Specialist
University of Pennsylvania - The Wharton School 2004 — 2004
Insurance Executive Development Program
American Education Institute, Inc. 2002 — 2002
SCLA, Claims Law Program
Long Island University 1984 — 1988
Business Administration
University of Maryland College Park 1977 — 1980
BA, Behavioral and Social Sciences
Crestbrook Insurance September 2013 - Present
Nationwide Insurance August 2010 - September 2013
Dimont & Associates March 2009 - October 2009
Balboa Insurance Group December 2007 - January 2009
Chubb Group of Insurance Companies 1998 - 2007
Chubb Group of Insurance Companies 1991 - 1998
Skills
Insurance, Claim, Process Improvement, Casualty, Strategic Planning, Claims Management, Property & Casualty..., Leadership, Claim Investigation, Risk Management, Workers Compensation, Litigation Management, Underwriting, Subrogation
Education
The National Underwriter Company 2014 — 2014
Personal Lines Coverage Specialist
University of Pennsylvania - The Wharton School 2004 — 2004
Insurance Executive Development Program
American Education Institute, Inc. 2002 — 2002
SCLA, Claims Law Program
Long Island University 1984 — 1988
Business Administration
University of Maryland College Park 1977 — 1980
BA, Behavioral and Social Sciences
Derrick Lipps's Balboa Insurance Group Experience November 2004 - November 2005
Job Claims Representative Liability at Sedgwick
Industry Insurance
Experience
Sedgwick February 2015 - Present
National General Insurance - formerly GMAC Insurance November 2005 - January 2015
Balboa Insurance Group November 2004 - November 2005
Progressive Insurance December 2003 - November 2004
Infinity Insurance March 2001 - December 2003
Florida Department of Corrections January 1995 - March 2001
Skills
Claim, Property Damage, Insurance, Property & Casualty..., Subrogation, Casualty, Liability, Insurance Claims, Microsoft Office, ClaimsIQ, COA, Wrexpert, Mitchell Decisionpoint, Liability Analysis, Claims Management, Legal Liability, Commercial Insurance, Claim Investigation, Workers Compensation, General Insurance, Professional Liability, Litigation Management, Claims Handling, Personal Injury, Claims Resolution, Accident, Risk Management, Insurance Law, Claims Investigations, Customer Service
Education
Eastern Kentucky University 1990 — 1992
B.S., Police Administration
University of Kentucky 1987 — 1990
N/A, General
Sedgwick February 2015 - Present
National General Insurance - formerly GMAC Insurance November 2005 - January 2015
Balboa Insurance Group November 2004 - November 2005
Progressive Insurance December 2003 - November 2004
Infinity Insurance March 2001 - December 2003
Florida Department of Corrections January 1995 - March 2001
Skills
Claim, Property Damage, Insurance, Property & Casualty..., Subrogation, Casualty, Liability, Insurance Claims, Microsoft Office, ClaimsIQ, COA, Wrexpert, Mitchell Decisionpoint, Liability Analysis, Claims Management, Legal Liability, Commercial Insurance, Claim Investigation, Workers Compensation, General Insurance, Professional Liability, Litigation Management, Claims Handling, Personal Injury, Claims Resolution, Accident, Risk Management, Insurance Law, Claims Investigations, Customer Service
Education
Eastern Kentucky University 1990 — 1992
B.S., Police Administration
University of Kentucky 1987 — 1990
N/A, General
John Degbor's Balboa Insurance Group Experience Product Operations AnalystAllstate2007 - 2008
Job Rating Analyst at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group Product Operations AnalystAllstate2007 - 2008
Education
Roosevelt University
BS, Mathematics(statistics), minor in computer science
Balboa Insurance Group Product Operations AnalystAllstate2007 - 2008
Education
Roosevelt University
BS, Mathematics(statistics), minor in computer science
Richard Wetzel's Balboa Insurance Group Experience September 1977 - August 1981
Job Owner at Oasis Insurance
Industry Insurance
Experience
Wetzel Consulting February 1993 - Present
Balboa Insurance Group September 1977 - August 1981
Skills
Insurance, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Legal Liability, Professional Liability, Workers Compensation, Liability, Casualty, General Insurance, Brokers, Term Life Insurance, Commercial Lines, Disability Insurance, Underwriting, Sales Management, Claim, Health Insurance, D&O, Homeowners, Universal Life, Whole Life, Life Insurance, Motorcycle, Insurance Brokerage, Accident, Renters, Fixed Annuities, Claims Management, Casualty Insurance
Education
Hofstra University 1967 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Hofstra University 1965 — 1970
BA, Political Science
Wetzel Consulting February 1993 - Present
Balboa Insurance Group September 1977 - August 1981
Skills
Insurance, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Legal Liability, Professional Liability, Workers Compensation, Liability, Casualty, General Insurance, Brokers, Term Life Insurance, Commercial Lines, Disability Insurance, Underwriting, Sales Management, Claim, Health Insurance, D&O, Homeowners, Universal Life, Whole Life, Life Insurance, Motorcycle, Insurance Brokerage, Accident, Renters, Fixed Annuities, Claims Management, Casualty Insurance
Education
Hofstra University 1967 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Hofstra University 1965 — 1970
BA, Political Science
Jennifer Hetu's Balboa Insurance Group Experience 2004 - 2007
Job IT Business Systems Analyst at QBE First
Industry Information Technology and Services
Experience
QBE First 2009 - Present
Capital Group 2007 - 2009
Balboa Insurance Group 2004 - 2007
Balboa Insurance Group 1996 - 2004
National Education Center 1991 - 1995
Skills
Quality Assurance, Software Documentation, Business Analysis, Requirements Gathering, SDLC, Testing, Test Planning, User Acceptance Testing, Analysis, SQL, Quality Center, Visio, Requirements Analysis, Program Management, Business Process, HP Quality Center
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Administration
Computer Learning Center
Certificate, Computer Programming
QBE First 2009 - Present
Capital Group 2007 - 2009
Balboa Insurance Group 2004 - 2007
Balboa Insurance Group 1996 - 2004
National Education Center 1991 - 1995
Skills
Quality Assurance, Software Documentation, Business Analysis, Requirements Gathering, SDLC, Testing, Test Planning, User Acceptance Testing, Analysis, SQL, Quality Center, Visio, Requirements Analysis, Program Management, Business Process, HP Quality Center
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Administration
Computer Learning Center
Certificate, Computer Programming
Swapna Nellutla's Balboa Insurance Group Experience 2005 - 2007
Job QA Onsite Driver at
Industry Information Technology and Services
Experience
Bank of America October 2009 - Present
Capital Group October 2007 - December 2009
Balboa Insurance Group 2005 - 2007
Experian Consumer Direct October 2004 - December 2004
Optum 1998 - 2004
Education
Osmania University 1991 — 1995
Ph.D
Bank of America October 2009 - Present
Capital Group October 2007 - December 2009
Balboa Insurance Group 2005 - 2007
Experian Consumer Direct October 2004 - December 2004
Optum 1998 - 2004
Education
Osmania University 1991 — 1995
Ph.D
Nancy McEachern's Balboa Insurance Group Experience January 2011 - Present
Job Business Operations Quality Manager at QBE Insurance
Industry Financial Services
Experience
QBE Insurance March 2012 - Present
Balboa Insurance Group January 2011 - Present
Balboa Insurance Group August 2004 - January 2011
Legacy Texas Insurance 2002 - 2004
Scarbrough, Medlin & Associates 1991 - 2000
Rust, Ewing, Watt & Haney 1985 - 1990
Skills
Operations Management, Mortgage Servicing, Six Sigma, Mortgage Lending, IEX, Process Improvement, Vendor Management, Business Analysis, Risk Management, Customer Service, Management, Project Management, Team Building, Business Process..., Leadership, Banking
Education
The University of Texas at Dallas 1994 — 1997
B.S., Business Mgmt
Dallas County Community College 1991 — 1994
Assoc of Arts, Business Mgmt
QBE Insurance March 2012 - Present
Balboa Insurance Group January 2011 - Present
Balboa Insurance Group August 2004 - January 2011
Legacy Texas Insurance 2002 - 2004
Scarbrough, Medlin & Associates 1991 - 2000
Rust, Ewing, Watt & Haney 1985 - 1990
Skills
Operations Management, Mortgage Servicing, Six Sigma, Mortgage Lending, IEX, Process Improvement, Vendor Management, Business Analysis, Risk Management, Customer Service, Management, Project Management, Team Building, Business Process..., Leadership, Banking
Education
The University of Texas at Dallas 1994 — 1997
B.S., Business Mgmt
Dallas County Community College 1991 — 1994
Assoc of Arts, Business Mgmt
Robert Barbarowicz's Balboa Insurance Group Experience Executive Vice President-General CounselNational Information GroupJuly 1996 - July 1999
Job Senior Vice PresidentInsurance Regulation at Balboa Insurance Group
Industry Insurance
Experience
Balboa Insurance Group Executive Vice President-General CounselNational Information GroupJuly 1996 - July 1999
Education
Penn State University 1964 — 1971
BA, JD, Journalism, Law
Balboa Insurance Group Executive Vice President-General CounselNational Information GroupJuly 1996 - July 1999
Education
Penn State University 1964 — 1971
BA, JD, Journalism, Law
Vinh Nguyen's Balboa Insurance Group Experience January 2006 - November 2006
Job Data and Analytics Enthusiast
Industry Insurance
Experience
QBE North America September 2014 - Present
Toyota Financial Services June 2013 - September 2014
TrueCar January 2013 - June 2013
UC Irvine October 2011 - January 2013
UCI Institutes for Memory Impairments and Neurological Disorders May 2009 - April 2011
Genentech May 2010 - July 2010
Experian Decision Analytics December 2006 - May 2009
Biogen Idec June 2008 - August 2008
Balboa Insurance Group January 2006 - November 2006
Skills
Statistical Modeling, Biostatistics, R, SAS, Data Analysis, Predictive Modeling, Microsoft Excel, Analytics, Statistical Consulting, Microsoft Office, C++, SQL, Linux, LaTeX, Big Data, Research, Statistics, Study Design, Published Author, Sequential Clinical..., S+ SeqTrial, Unix, S-Plus, Python, Parallel Computing, CRM, Call Centers, Time Series Analysis, Data Mining, Machine Learning
Education
University of California, Irvine 2006 — 2011
PhD, Statistics
University of California, Irvine 2006 — 2007
MS, Statistics
University of California, Irvine 2003 — 2006
BA, Economics
University of California, Irvine 2003 — 2006
BS, Mathematics
QBE North America September 2014 - Present
Toyota Financial Services June 2013 - September 2014
TrueCar January 2013 - June 2013
UC Irvine October 2011 - January 2013
UCI Institutes for Memory Impairments and Neurological Disorders May 2009 - April 2011
Genentech May 2010 - July 2010
Experian Decision Analytics December 2006 - May 2009
Biogen Idec June 2008 - August 2008
Balboa Insurance Group January 2006 - November 2006
Skills
Statistical Modeling, Biostatistics, R, SAS, Data Analysis, Predictive Modeling, Microsoft Excel, Analytics, Statistical Consulting, Microsoft Office, C++, SQL, Linux, LaTeX, Big Data, Research, Statistics, Study Design, Published Author, Sequential Clinical..., S+ SeqTrial, Unix, S-Plus, Python, Parallel Computing, CRM, Call Centers, Time Series Analysis, Data Mining, Machine Learning
Education
University of California, Irvine 2006 — 2011
PhD, Statistics
University of California, Irvine 2006 — 2007
MS, Statistics
University of California, Irvine 2003 — 2006
BA, Economics
University of California, Irvine 2003 — 2006
BS, Mathematics
Kristen Dittmar's Balboa Insurance Group Experience September 2006 - Present
Job Senior Legal Secretary at Balboa Insurance Group
Industry
Experience
Balboa Insurance Group September 2006 - Present
Kolar and Associates July 2005 - September 2006
Education
University of California, Irvine 2009 — 2011
Paralegal Certificate, Paralegal
California State University, Fullerton 2001 — 2003
Teaching Credential, Elementary Education
California State University-Fullerton 1998 — 2001
BA, Liberal Arts
Balboa Insurance Group September 2006 - Present
Kolar and Associates July 2005 - September 2006
Education
University of California, Irvine 2009 — 2011
Paralegal Certificate, Paralegal
California State University, Fullerton 2001 — 2003
Teaching Credential, Elementary Education
California State University-Fullerton 1998 — 2001
BA, Liberal Arts
Darci Noonan, FCAS, MAAA, CPCU, ARM's Balboa Insurance Group Experience May 2008 - January 2010
Job Risk Consultant/Actuary at Aon
Industry Insurance
Experience
Aon Risk Solutions April 2015 - Present
Willis October 2013 - March 2015
Erie Insurance Group June 2011 - October 2013
Balboa Insurance Group May 2008 - January 2010
Arrowhead General Insurance Agency 2005 - 2008
Milliman 2000 - 2005
The Auto Club of Southern CA 1997 - 2000
TIG 1995 - 1997
USFG 1991 - 1995
Skills
Insurance, Analysis, Actuarial Science, Financial Risk, Underwriting, Management, Property & Casualty..., Casualty Insurance, Leadership, Risk Management, Program Management, Project Management, Reinsurance, Workers Compensation, Commercial Insurance
Education
Penn State University 1987 — 1991
B.S., Math
Aon Risk Solutions April 2015 - Present
Willis October 2013 - March 2015
Erie Insurance Group June 2011 - October 2013
Balboa Insurance Group May 2008 - January 2010
Arrowhead General Insurance Agency 2005 - 2008
Milliman 2000 - 2005
The Auto Club of Southern CA 1997 - 2000
TIG 1995 - 1997
USFG 1991 - 1995
Skills
Insurance, Analysis, Actuarial Science, Financial Risk, Underwriting, Management, Property & Casualty..., Casualty Insurance, Leadership, Risk Management, Program Management, Project Management, Reinsurance, Workers Compensation, Commercial Insurance
Education
Penn State University 1987 — 1991
B.S., Math
Caridad Ruiz's Balboa Insurance Group Experience September 2003 - December 2008
Job Project Manager at QBE First
Industry Insurance
Experience
QBE First May 2012 - Present
Bank of America January 2009 - May 2012
Balboa Insurance Group September 2003 - December 2008
Skills
PMO, Process Improvement, SDLC, Software Project..., PMP, Business Analysis, Vendor Management, Business Process..., Requirements Analysis, Requirements Gathering, Project Portfolio..., Analysis, Business Requirements, Risk Management
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1997
Bachelor of Science (BS), Industrial Engineering
QBE First May 2012 - Present
Bank of America January 2009 - May 2012
Balboa Insurance Group September 2003 - December 2008
Skills
PMO, Process Improvement, SDLC, Software Project..., PMP, Business Analysis, Vendor Management, Business Process..., Requirements Analysis, Requirements Gathering, Project Portfolio..., Analysis, Business Requirements, Risk Management
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1997
Bachelor of Science (BS), Industrial Engineering
Alan Driscoll's Balboa Insurance Group Experience 2005 - 2008
Job President, Standard Lines at QBE North America
Industry Insurance
Experience
QBE North America September 2015 - Present
QBE North America August 2014 - Present
Farmers Insurance October 2008 - August 2014
Balboa Insurance Group 2005 - 2008
CNA 2002 - 2004
Chubb 1997 - 2002
AIG September 1995 - September 1997
Royal Global, NA - A Division of Royal Insurance July 1991 - September 1995
Chubb Insurance October 1980 - July 1991
Skills
Underwriting, Workers Compensation, Property & Casualty..., Casualty, Insurance, Liability, Risk Management, Commercial Insurance, General Insurance, Brokers, Health Insurance, Claims Management, Reinsurance, Financial Risk, Legal Liability, Umbrella Insurance, Life Insurance, Claim, Executive Management, Fixed Annuities, Commercial Lines
Education
Dowling College 1976 — 1978
BBA, Business
State University of New York College of Agriculture and Technology at Cobleskill 1974 — 1975
QBE North America September 2015 - Present
QBE North America August 2014 - Present
Farmers Insurance October 2008 - August 2014
Balboa Insurance Group 2005 - 2008
CNA 2002 - 2004
Chubb 1997 - 2002
AIG September 1995 - September 1997
Royal Global, NA - A Division of Royal Insurance July 1991 - September 1995
Chubb Insurance October 1980 - July 1991
Skills
Underwriting, Workers Compensation, Property & Casualty..., Casualty, Insurance, Liability, Risk Management, Commercial Insurance, General Insurance, Brokers, Health Insurance, Claims Management, Reinsurance, Financial Risk, Legal Liability, Umbrella Insurance, Life Insurance, Claim, Executive Management, Fixed Annuities, Commercial Lines
Education
Dowling College 1976 — 1978
BBA, Business
State University of New York College of Agriculture and Technology at Cobleskill 1974 — 1975
Kathleen Noden, PMP, AIT, GB's Balboa Insurance Group Experience March 2000 - April 2004
Job VP; Service Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Bank of America April 2004 - August 2010
Balboa Insurance Group March 2000 - April 2004
Western United Insurance Company January 1998 - January 2000
Washington Mutual July 1997 - January 1998
Skills
Project Portfolio..., Account Management, Software Project..., SDLC, Relationship Management, Six Sigma, Project Management, Program Management, PMP, Management, PMO, Business Process..., Cross-functional Team..., IT Strategy, Integration
Education
Loyola Marymount University 1986 — 1990
Psychology
Bank of America September 2010 - Present
Bank of America April 2004 - August 2010
Balboa Insurance Group March 2000 - April 2004
Western United Insurance Company January 1998 - January 2000
Washington Mutual July 1997 - January 1998
Skills
Project Portfolio..., Account Management, Software Project..., SDLC, Relationship Management, Six Sigma, Project Management, Program Management, PMP, Management, PMO, Business Process..., Cross-functional Team..., IT Strategy, Integration
Education
Loyola Marymount University 1986 — 1990
Psychology
Lori Davis's Balboa Insurance Group Experience August 2008 - December 2010
Job Sales Associate at GTRD Roofing and Construction
Industry Insurance
Experience
GTRD Roofing and Construction November 2010 - April 2011
Balboa Insurance Group August 2008 - December 2010
Farmers Insurance May 2000 - December 2007
Farmers Insurance June 1996 - May 2000
Farmers Insurance June 1985 - June 1994
Farmers Insurance/Ohio State Life Insurance June 1982 - June 1985
Education
Columbus Para Professional Institute 1980 — 1981
Certified Dental Assistant, Dental Assistant
The Ohio State University 1979 — 1980
Dance Education
GTRD Roofing and Construction November 2010 - April 2011
Balboa Insurance Group August 2008 - December 2010
Farmers Insurance May 2000 - December 2007
Farmers Insurance June 1996 - May 2000
Farmers Insurance June 1985 - June 1994
Farmers Insurance/Ohio State Life Insurance June 1982 - June 1985
Education
Columbus Para Professional Institute 1980 — 1981
Certified Dental Assistant, Dental Assistant
The Ohio State University 1979 — 1980
Dance Education
Rickelle Sherman's Balboa Insurance Group Experience February 2005 - September 2005
Job Billing Manager at Thousand Oaks Urgent Care
Industry Medical Practice
Experience
Thousand Oaks Urgent Care August 2013 - Present
Center for Rehabilitation & Wellness January 2006 - August 2013
Bank of America Home Loans September 2005 - 2006
Balboa Insurance Group February 2005 - September 2005
State Farm Insurance August 1990 - February 2005
Skills
Insurance, Customer Service, Outlook, Data Entry, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Payroll
Education
California State University-Northridge 1994 — 1997
BA, Speech Communications
Thousand Oaks Urgent Care August 2013 - Present
Center for Rehabilitation & Wellness January 2006 - August 2013
Bank of America Home Loans September 2005 - 2006
Balboa Insurance Group February 2005 - September 2005
State Farm Insurance August 1990 - February 2005
Skills
Insurance, Customer Service, Outlook, Data Entry, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Payroll
Education
California State University-Northridge 1994 — 1997
BA, Speech Communications
Katie Peaslee's Balboa Insurance Group Experience January 2006 - March 2007
Job Senior Home Claims Representative Ameriprise Auto & Home
Industry Insurance
Experience
Ameriprise Auto & Home Insurance July 2014 - Present
QBE August 2012 - Present
Balboa Insurance Group/Bank of America/QBE October 2009 - August 2012
Balboa Insurance Group/Bank of America March 2007 - October 2009
Balboa Insurance Group January 2006 - March 2007
Balboa Insurance Group/Countrywide April 2005 - January 2006
Skills
Insurance, Software Documentation, Management
Education
Cal State University Channel Islands 2002 — 2004
Bachelor's degree, Business Administration and Management, General
Moorpark College 2000 — 2002
Associate of Arts (A.A.)
Ameriprise Auto & Home Insurance July 2014 - Present
QBE August 2012 - Present
Balboa Insurance Group/Bank of America/QBE October 2009 - August 2012
Balboa Insurance Group/Bank of America March 2007 - October 2009
Balboa Insurance Group January 2006 - March 2007
Balboa Insurance Group/Countrywide April 2005 - January 2006
Skills
Insurance, Software Documentation, Management
Education
Cal State University Channel Islands 2002 — 2004
Bachelor's degree, Business Administration and Management, General
Moorpark College 2000 — 2002
Associate of Arts (A.A.)
Gary Flowers's Balboa Insurance Group Experience 2006 - 2011
Job
Industry Financial Services
Experience
CSC September 2013 - Present
Life of the South August 2012 - 2013
Leap Financial September 2011 - July 2012
Balboa Insurance Group 2006 - 2011
Spi March 2005 - August 2006
Affiliated Computer Services (ACS) October 1991 - February 2005
Skills
Banking, Loans, Financial Services, Sales Management, Executive Management, Credit Analysis, Strategic Planning, New Business Development, Finance, Credit Risk, Sales, Relationship Management, Management
Education
Southern Methodist University
Graduate School of Banking
West Virginia Wesleyan College
Business Administration and Management, General
CSC September 2013 - Present
Life of the South August 2012 - 2013
Leap Financial September 2011 - July 2012
Balboa Insurance Group 2006 - 2011
Spi March 2005 - August 2006
Affiliated Computer Services (ACS) October 1991 - February 2005
Skills
Banking, Loans, Financial Services, Sales Management, Executive Management, Credit Analysis, Strategic Planning, New Business Development, Finance, Credit Risk, Sales, Relationship Management, Management
Education
Southern Methodist University
Graduate School of Banking
West Virginia Wesleyan College
Business Administration and Management, General
Joe Port's Balboa Insurance Group Experience March 2006 - April 2008
Job Na
Industry Information Technology and Services
Experience
Mygrant Glass Company August 2015 - Present
National Wellness Supply March 2015 - July 2015
ValuAmerica February 2012 - March 2015
Guardian Protection Services May 2011 - February 2012
Equifax Settlement Services October 2009 - January 2011
Beaver County Jail December 2008 - October 2009
ServiceLink April 2008 - June 2008
Balboa Insurance Group March 2006 - April 2008
Interent Providers Inc. January 2005 - March 2006
Jubilee Foods May 2002 - December 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Quality Assurance
Education
Community College of Beaver County 2008 — 2009
NA, Police Technology, 3.0
Community College of Beaver County 2003 — 2005
NA, Police Technology, 2.0
Beaver County Area Vocational School 2001 — 2003
Diploma, Business Information Systems, 3.85
Ambridge Area High School 1999 — 2003
Diploma, General, 3.1
Mygrant Glass Company August 2015 - Present
National Wellness Supply March 2015 - July 2015
ValuAmerica February 2012 - March 2015
Guardian Protection Services May 2011 - February 2012
Equifax Settlement Services October 2009 - January 2011
Beaver County Jail December 2008 - October 2009
ServiceLink April 2008 - June 2008
Balboa Insurance Group March 2006 - April 2008
Interent Providers Inc. January 2005 - March 2006
Jubilee Foods May 2002 - December 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Quality Assurance
Education
Community College of Beaver County 2008 — 2009
NA, Police Technology, 3.0
Community College of Beaver County 2003 — 2005
NA, Police Technology, 2.0
Beaver County Area Vocational School 2001 — 2003
Diploma, Business Information Systems, 3.85
Ambridge Area High School 1999 — 2003
Diploma, General, 3.1
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO