Benefit Partners
Description
Address: 1990 N California Blvd #900, Walnut Creek, CA 94596 Phone: (925) 476-1900Website: : : Place name: : Category: : : Hours: : Website: http://acebenefitpartners.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ace Benefit Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Benefit Partners Employees
Employee
Years
Job
Industry
Jane Ryan, MS Jane Ryan, MS's Benefit Partners Experience 2004 - 2005
Job Executive & Leadership Transformational Coach at Jane Ryan & Associates, LLC
Industry Professional Training & Coaching
Experience
Jane Ryan & Associates, LLC October 2012 - Present
TrainingPros April 2014 - April 2015
Career Partners International October 2012 - December 2013
Milliman March 2012 - October 2012
Right Management May 2010 - August 2011
Solutions Law Press "Risk & Performance Management, Training, Tools and Support" December 2010 - June 2011
Divine Consultants June 2010 - November 2010
Hughes & Luce, LLP 2008 - 2009
Cigna April 2007 - October 2008
Benefit Partners 2004 - 2005
Skills
Executive Coaching, Leadership Development, Coaching, Organizational..., Employee Engagement, Leadership, Change Management, Training, Building Relationships, New Business Development, Human Resources, Emotional Intelligence, Interviews, Cross-functional Team..., Team Building, Strategic Consulting, Management, Career Counseling, Helping Clients Succeed, Workshop Facilitation, Talent Management, HR Consulting, Organizational..., Career Development, Business Planning, Management Consulting, Executive Development, Staff Development, Mentoring, Strategic Planning, Succession Planning, Business Development, Career Management, Onboarding, Culture Change, Clinical Research, Talent Acquisition, Performance Management, Team Management, Management Development, MBTI, Organizational Design, Recruiting, 360 Feedback, Curriculum Development, Psychometrics, Assessment, Teaching Critical..., Wellness Coaching, Personal Training
Education
Walden University 2013 — 2015
Doctor of Philosophy (PhD), Psychology, 4.0 GPA
Walden University 2011 — 2013
Master of Science (MS), Psychology, 3.75 GPA
Ashford University 2008 — 2011
BA, Psychology
Jane Ryan & Associates, LLC October 2012 - Present
TrainingPros April 2014 - April 2015
Career Partners International October 2012 - December 2013
Milliman March 2012 - October 2012
Right Management May 2010 - August 2011
Solutions Law Press "Risk & Performance Management, Training, Tools and Support" December 2010 - June 2011
Divine Consultants June 2010 - November 2010
Hughes & Luce, LLP 2008 - 2009
Cigna April 2007 - October 2008
Benefit Partners 2004 - 2005
Skills
Executive Coaching, Leadership Development, Coaching, Organizational..., Employee Engagement, Leadership, Change Management, Training, Building Relationships, New Business Development, Human Resources, Emotional Intelligence, Interviews, Cross-functional Team..., Team Building, Strategic Consulting, Management, Career Counseling, Helping Clients Succeed, Workshop Facilitation, Talent Management, HR Consulting, Organizational..., Career Development, Business Planning, Management Consulting, Executive Development, Staff Development, Mentoring, Strategic Planning, Succession Planning, Business Development, Career Management, Onboarding, Culture Change, Clinical Research, Talent Acquisition, Performance Management, Team Management, Management Development, MBTI, Organizational Design, Recruiting, 360 Feedback, Curriculum Development, Psychometrics, Assessment, Teaching Critical..., Wellness Coaching, Personal Training
Education
Walden University 2013 — 2015
Doctor of Philosophy (PhD), Psychology, 4.0 GPA
Walden University 2011 — 2013
Master of Science (MS), Psychology, 3.75 GPA
Ashford University 2008 — 2011
BA, Psychology
Tracy Butler Tracy Butler's Benefit Partners Experience July 2002 - March 2004
Job Vice President, Specializing in Employee Health, Wellness, and Benefits Consulting
Industry Insurance
Experience
McGriff, Seibels & Williams December 2013 - Present
The Plexus Groupe March 2004 - December 2013
Benefit Partners July 2002 - March 2004
Hall Kinion June 2000 - July 2002
Staff Search March 1995 - May 2000
Skills
401k, Insurance, Benefits Administration, Employee Benefits, Recruiting, Health Insurance, Disability Insurance, Leadership, Management, Underwriting, Mergers & Acquisitions, Negotiation, Brokers, Workers Compensation, Talent Acquisition, New Business Development, Human Resources, Life Insurance, Benchmarking, Client Development, Account Management, Compensation & Benefit, Employee Relations, Benefits Design, Health Savings Accounts, Team Building, Benefits Negotiation, Applicant Tracking..., Strategic Planning, Mergers, Pharmacy Benefit..., COBRA, Talent Management, Operating Budgets, Onboarding, Cost Benefit
Education
Baylor University 1988 — 1991
Bachelor's Degree
South Garland High 1984 — 1987
McGriff, Seibels & Williams December 2013 - Present
The Plexus Groupe March 2004 - December 2013
Benefit Partners July 2002 - March 2004
Hall Kinion June 2000 - July 2002
Staff Search March 1995 - May 2000
Skills
401k, Insurance, Benefits Administration, Employee Benefits, Recruiting, Health Insurance, Disability Insurance, Leadership, Management, Underwriting, Mergers & Acquisitions, Negotiation, Brokers, Workers Compensation, Talent Acquisition, New Business Development, Human Resources, Life Insurance, Benchmarking, Client Development, Account Management, Compensation & Benefit, Employee Relations, Benefits Design, Health Savings Accounts, Team Building, Benefits Negotiation, Applicant Tracking..., Strategic Planning, Mergers, Pharmacy Benefit..., COBRA, Talent Management, Operating Budgets, Onboarding, Cost Benefit
Education
Baylor University 1988 — 1991
Bachelor's Degree
South Garland High 1984 — 1987
Marla Moreland's Benefit Partners Experience May 2006 - February 2008
Job Carrier Relationship Manager, HMS
Industry Health, Wellness and Fitness
Experience
HMS May 2012 - April 2015
Prescription Solutions February 2008 - June 2011
Benefit Partners May 2006 - February 2008
CVS Caremark Corporation 1997 - 2006
Skills
Project Management, Contract Negotiation, Pharmacy Benefit..., Pharmacy, Business Analysis, Employee Benefits, Process Improvement, Benefits Administration, Analysis, CRM, HIPAA, Customer Service, Health Insurance, Healthcare, Management, Leadership, Medicare, Team Building
Education
Amberton University
MBA
Southern Arkansas University
BBA
HMS May 2012 - April 2015
Prescription Solutions February 2008 - June 2011
Benefit Partners May 2006 - February 2008
CVS Caremark Corporation 1997 - 2006
Skills
Project Management, Contract Negotiation, Pharmacy Benefit..., Pharmacy, Business Analysis, Employee Benefits, Process Improvement, Benefits Administration, Analysis, CRM, HIPAA, Customer Service, Health Insurance, Healthcare, Management, Leadership, Medicare, Team Building
Education
Amberton University
MBA
Southern Arkansas University
BBA
Beth Carlino, CEBS, PHR, SHRM-CP, CMS, CAPPP Beth Carlino, CEBS, PHR, SHRM-CP, CMS, CAPPP's Benefit Partners Experience October 2001 - April 2002
Job Director, Client Services at Holmes Murphy & Associates
Industry Insurance
Experience
Holmes Murphy & Associates September 2013 - Present
Carlino Consulting Company March 2011 - September 2013
McGriff, Seibels & Williams December 2002 - November 2010
Telvista Inc. April 2002 - December 2002
Benefit Partners October 2001 - April 2002
UnitedHealth Group March 1997 - July 1999
Community Care Network August 1990 - March 1995
Skills
Property & Casualty..., Underwriting, Health Insurance, Benefits Administration, Employee Benefits, Disability Insurance, Workers Compensation, Insurance, Health Savings Accounts, Long-term Care, Life Insurance, Term Life Insurance, Brokers, Account Management, COBRA
Education
University of North Texas 2011 — 2012
Bachelor of Applied Arts and Science, Business and Human Resources Management
Holmes Murphy & Associates September 2013 - Present
Carlino Consulting Company March 2011 - September 2013
McGriff, Seibels & Williams December 2002 - November 2010
Telvista Inc. April 2002 - December 2002
Benefit Partners October 2001 - April 2002
UnitedHealth Group March 1997 - July 1999
Community Care Network August 1990 - March 1995
Skills
Property & Casualty..., Underwriting, Health Insurance, Benefits Administration, Employee Benefits, Disability Insurance, Workers Compensation, Insurance, Health Savings Accounts, Long-term Care, Life Insurance, Term Life Insurance, Brokers, Account Management, COBRA
Education
University of North Texas 2011 — 2012
Bachelor of Applied Arts and Science, Business and Human Resources Management
Steven Bicego Steven Bicego's Benefit Partners Experience January 2011 - Present
Job Financial Advisor. I help successful individuals grow and accumulate wealth for themselves and others.
Industry Financial Services
Experience
Sun Life Financial of Canada May 2012 - Present
Benefit Partners January 2011 - Present
Rode Wealth Team January 2010 - April 2012
Skills
Strategic Financial..., Investments, Wealth Management, Estate Planning, Finance, Critical Illness, Life Insurance, Insurance, Employee Benefits, Retirement Planning, Income Protection, Risk Management, Investment Strategies, Mutual Funds, Financial Planners, Wealth Accumulation, Income Protection..., Disability Insurance, Retirement Savings, Financial Advisory, RRSP, TFSA, Wealth Management..., group benefits, Segregated Funds, Financial Analysis, Holistic Financial..., Debt Management, Debt Restructuring, Debt Elimination, Individual Pension Plans, Manage Client..., RESP, long-term Care Insurance, Financial Education, Networking, Client Development, Referrals, MSP, Employee Benefit Plan, Audits of Employee..., Corporate Insurance, Buy Sell Agreements, Mortgage Insurance, Stop Loss, Budgets, Health Insurance, Public Speaking, Quarterly Taxes, Soccer
Education
The University of British Columbia 2007 — 2009
Commerce, Finance
Langara College 2004 — 2007
Human Kinetics & Economics
Sun Life Financial of Canada May 2012 - Present
Benefit Partners January 2011 - Present
Rode Wealth Team January 2010 - April 2012
Skills
Strategic Financial..., Investments, Wealth Management, Estate Planning, Finance, Critical Illness, Life Insurance, Insurance, Employee Benefits, Retirement Planning, Income Protection, Risk Management, Investment Strategies, Mutual Funds, Financial Planners, Wealth Accumulation, Income Protection..., Disability Insurance, Retirement Savings, Financial Advisory, RRSP, TFSA, Wealth Management..., group benefits, Segregated Funds, Financial Analysis, Holistic Financial..., Debt Management, Debt Restructuring, Debt Elimination, Individual Pension Plans, Manage Client..., RESP, long-term Care Insurance, Financial Education, Networking, Client Development, Referrals, MSP, Employee Benefit Plan, Audits of Employee..., Corporate Insurance, Buy Sell Agreements, Mortgage Insurance, Stop Loss, Budgets, Health Insurance, Public Speaking, Quarterly Taxes, Soccer
Education
The University of British Columbia 2007 — 2009
Commerce, Finance
Langara College 2004 — 2007
Human Kinetics & Economics
Robert F. Ward Robert F. Ward's Benefit Partners Experience February 2002 - December 2003
Job CEO at Efficiency Insurance Solutions
Industry Insurance
Experience
Efficiency Insurance Solutions, Inc. October 2009 - Present
Efficiency Insurance Solutions October 2009 - Present
BRT 2002 - Present
Atlas January 2004 - October 2009
Benefit Partners February 2002 - December 2003
Western Automation and Controls January 1998 - December 2001
Minarik 1993 - 1997
MDS Automation and Controls January 1990 - December 1992
Skills
Insurance, Disability Insurance, Long-term Care, Health Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Health Savings Accounts, Medicare, 401k, Entrepreneurship, Small Business, Marketing, Leadership, Sales, Strategic Financial..., Financial Advisory, Umbrella Insurance, Claim, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2002
Business Managment
University of Southern California - Marshall School of Business 1999 — 1999
Business Managment Certification, Business
Arizona State University 1995 — 1996
Business
Efficiency Insurance Solutions, Inc. October 2009 - Present
Efficiency Insurance Solutions October 2009 - Present
BRT 2002 - Present
Atlas January 2004 - October 2009
Benefit Partners February 2002 - December 2003
Western Automation and Controls January 1998 - December 2001
Minarik 1993 - 1997
MDS Automation and Controls January 1990 - December 1992
Skills
Insurance, Disability Insurance, Long-term Care, Health Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Health Savings Accounts, Medicare, 401k, Entrepreneurship, Small Business, Marketing, Leadership, Sales, Strategic Financial..., Financial Advisory, Umbrella Insurance, Claim, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2002
Business Managment
University of Southern California - Marshall School of Business 1999 — 1999
Business Managment Certification, Business
Arizona State University 1995 — 1996
Business
Laurie Haggard Laurie Haggard's Benefit Partners Experience February 2002 - July 2003
Job Insurance Professional
Industry Insurance
Experience
Aerospace Insurance Managers, Inc November 2006 - January 2012
Student Insurance Division February 2004 - November 2006
Benefit Partners February 2002 - July 2003
Special Insurance Services, Inc April 1993 - November 2001
Provident American Insurance Company December 1989 - April 1993
Student Insurance Division March 1989 - December 1989
Mutual of Omaha January 1977 - March 1989
Skills
Insurance, Property & Casualty..., Claim, Health Insurance, Commercial Insurance, Workers Compensation, Casualty, Data Entry, Customer Service, Underwriting, Outlook, Liability, Microsoft Excel, General Insurance, Microsoft Word, Legal Liability, Employee Benefits, ImageRight, Administrative..., Microsoft Office, Medicare, File Management, Claims Management, Fax, Disability Insurance, Spreadsheets, Subrogation, Benefits Administration, Claim Investigation, Life Insurance, Medical Terminology, Filing, Office Equipment
Education
Stephen F. Austin State University
Bachelor of Science (B.S.), Social Work
Stephen F. Austin State University
Bachelor of Science, Social Work
Sul Ross University
General Studies
Aerospace Insurance Managers, Inc November 2006 - January 2012
Student Insurance Division February 2004 - November 2006
Benefit Partners February 2002 - July 2003
Special Insurance Services, Inc April 1993 - November 2001
Provident American Insurance Company December 1989 - April 1993
Student Insurance Division March 1989 - December 1989
Mutual of Omaha January 1977 - March 1989
Skills
Insurance, Property & Casualty..., Claim, Health Insurance, Commercial Insurance, Workers Compensation, Casualty, Data Entry, Customer Service, Underwriting, Outlook, Liability, Microsoft Excel, General Insurance, Microsoft Word, Legal Liability, Employee Benefits, ImageRight, Administrative..., Microsoft Office, Medicare, File Management, Claims Management, Fax, Disability Insurance, Spreadsheets, Subrogation, Benefits Administration, Claim Investigation, Life Insurance, Medical Terminology, Filing, Office Equipment
Education
Stephen F. Austin State University
Bachelor of Science (B.S.), Social Work
Stephen F. Austin State University
Bachelor of Science, Social Work
Sul Ross University
General Studies
Michelle Gallop Michelle Gallop's Benefit Partners Experience October 2004 - November 2010
Job Sales Coordinator at WFF
Industry Nonprofit Organization Management
Experience
WFF January 2012 - Present
RSM McGladrey November 2010 - May 2011
Benefit Partners October 2004 - November 2010
KPMG US February 1999 - October 2004
Skills
Sales, Management, Microsoft Office, Training, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Customer Service, Marketing Communications, Budgets, Business Development, Leadership, Strategy, Marketing, Account Management, Human Resources, Change Management, Salesforce.com, Microsoft Excel, Process Improvement, Accounting, New Business Development, Benefits Administration, Project Management
Education
Brookhaven Community College 1992 — 1994
Associate Degree, Business
Lancaster High School, Lancaster, TX 1981 — 1986
Diploma, Business Classes
WFF January 2012 - Present
RSM McGladrey November 2010 - May 2011
Benefit Partners October 2004 - November 2010
KPMG US February 1999 - October 2004
Skills
Sales, Management, Microsoft Office, Training, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Customer Service, Marketing Communications, Budgets, Business Development, Leadership, Strategy, Marketing, Account Management, Human Resources, Change Management, Salesforce.com, Microsoft Excel, Process Improvement, Accounting, New Business Development, Benefits Administration, Project Management
Education
Brookhaven Community College 1992 — 1994
Associate Degree, Business
Lancaster High School, Lancaster, TX 1981 — 1986
Diploma, Business Classes
Lori Joyce's Benefit Partners Experience January 2003 - January 2005
Job Client and Corporate Benefits Manager at MedSynergies
Industry Insurance
Experience
MedSynergies August 2014 - Present
US Concrete June 2012 - August 2014
Remington Hotels November 2010 - July 2012
Self August 2009 - November 2010
United Health Group February 2007 - August 2009
Buck Consultants January 2005 - January 2007
Benefit Partners January 2003 - January 2005
KPMG January 2001 - January 2003
Tenet Healthcare January 1990 - January 2001
Skills
Performance Management, Human Resources, Public Speaking, Negotiation, Payroll, Vendor Management, Account Management, Succession Planning, Insurance, Strategy, Onboarding, FMLA, Contract Negotiation, Healthcare, COBRA, Business Planning, Employee Engagement, ERISA, Budgets, Organizational..., Administration, Recruiting
Education
Richland Community College
AA, Liberal Arts
MedSynergies August 2014 - Present
US Concrete June 2012 - August 2014
Remington Hotels November 2010 - July 2012
Self August 2009 - November 2010
United Health Group February 2007 - August 2009
Buck Consultants January 2005 - January 2007
Benefit Partners January 2003 - January 2005
KPMG January 2001 - January 2003
Tenet Healthcare January 1990 - January 2001
Skills
Performance Management, Human Resources, Public Speaking, Negotiation, Payroll, Vendor Management, Account Management, Succession Planning, Insurance, Strategy, Onboarding, FMLA, Contract Negotiation, Healthcare, COBRA, Business Planning, Employee Engagement, ERISA, Budgets, Organizational..., Administration, Recruiting
Education
Richland Community College
AA, Liberal Arts
Brad Gant Brad Gant's Benefit Partners Experience August 2006 - May 2009
Job ADP Benefits Driving Results from Benefits Administration Strategy
Industry Human Resources
Experience
ADP November 2013 - Present
Ceridian September 2011 - November 2013
Pension Live, LLC May 2009 - September 2011
P&B Live May 2009 - September 2011
Benefit Partners August 2006 - May 2009
Skills
Business Process..., Healthcare Management, Benefits Administration, Employee Benefits, COBRA Administration, FSA, Workforce Management, HRIS, Human Capital Management, Online Enrollment, Health Savings Accounts, Business Intelligence..., Business Analytics, Onboarding, Strategic Planning, Performance Management, Applicant Tracking..., Consulting, Talent Acquisition, Talent Management, Human Resources, Personnel Management, COBRA, Strategy, Payroll, Outsourcing, SDLC, Business Development, HR Consulting, Employee Engagement, Enterprise Software
Education
University of North Texas
The University of Texas at Austin
Plano Senior High
ADP November 2013 - Present
Ceridian September 2011 - November 2013
Pension Live, LLC May 2009 - September 2011
P&B Live May 2009 - September 2011
Benefit Partners August 2006 - May 2009
Skills
Business Process..., Healthcare Management, Benefits Administration, Employee Benefits, COBRA Administration, FSA, Workforce Management, HRIS, Human Capital Management, Online Enrollment, Health Savings Accounts, Business Intelligence..., Business Analytics, Onboarding, Strategic Planning, Performance Management, Applicant Tracking..., Consulting, Talent Acquisition, Talent Management, Human Resources, Personnel Management, COBRA, Strategy, Payroll, Outsourcing, SDLC, Business Development, HR Consulting, Employee Engagement, Enterprise Software
Education
University of North Texas
The University of Texas at Austin
Plano Senior High
Christian Fischer Christian Fischer's Benefit Partners Experience August 2000 - August 2005
Job New Business Development | Employee Benefits/Risk Management
Industry Insurance
Experience
Marsh & McLennan Agency - Southwest Region May 2012 - Present
Mercer February 2008 - May 2012
Stone Partners August 2006 - January 2008
Origin Solutions LLC January 2005 - August 2006
Benefit Partners August 2000 - August 2005
Indus International August 1996 - September 2000
Skills
Sales Process, HRIS Database Management, HR Consulting, Outsourced HR Services, Employee Benefits, HRIS, Benefits Administration, Health Insurance, Performance Management, Employee Relations, Deferred Compensation, Human Resources, Talent Management, Insurance, Recruiting, Strategic Planning, New Business Development, Outsourcing, Sales, Management, Consulting, Leadership, Account Management, Team Building, Training
Education
Texas State University 1991 — 1996
BBA, Accounting
Plano Senior High School 1990 — 1991
Marsh & McLennan Agency - Southwest Region May 2012 - Present
Mercer February 2008 - May 2012
Stone Partners August 2006 - January 2008
Origin Solutions LLC January 2005 - August 2006
Benefit Partners August 2000 - August 2005
Indus International August 1996 - September 2000
Skills
Sales Process, HRIS Database Management, HR Consulting, Outsourced HR Services, Employee Benefits, HRIS, Benefits Administration, Health Insurance, Performance Management, Employee Relations, Deferred Compensation, Human Resources, Talent Management, Insurance, Recruiting, Strategic Planning, New Business Development, Outsourcing, Sales, Management, Consulting, Leadership, Account Management, Team Building, Training
Education
Texas State University 1991 — 1996
BBA, Accounting
Plano Senior High School 1990 — 1991
Jodie Muro Hamilton Jodie Muro Hamilton's Benefit Partners Experience May 2001 - May 2004
Job Owner/property Manager at JK Realty
Industry Civil Engineering
Experience
JK Realty October 2006 - Present
The Plexus Groupe June 2004 - September 2006
Benefit Partners May 2001 - May 2004
Skills
Property Management, Rental Properties, Land Development, Public Relations, Residential, Microsoft Office, PowerPoint
Education
University of North Texas
BA, Business
JK Realty October 2006 - Present
The Plexus Groupe June 2004 - September 2006
Benefit Partners May 2001 - May 2004
Skills
Property Management, Rental Properties, Land Development, Public Relations, Residential, Microsoft Office, PowerPoint
Education
University of North Texas
BA, Business
Jennifer Suckiel's Benefit Partners Experience May 2002 - June 2008
Job Community Relations Liaison at Freedom Village
Industry Hospital & Health Care
Experience
Freedom Village Retirement Community January 2015 - Present
USI June 2008 - September 2010
Benefit Partners May 2002 - June 2008
Freedom Village July 1998 - July 2001
Skills
Human Resources, Employee Benefits, Recruiting, Strategic Planning, Marketing, Training, Program Management, Leadership, Management, Marketing Strategy, Team Building, Strategy, Employee Relations
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
MBA
Loyola Marymount University 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Freedom Village Retirement Community January 2015 - Present
USI June 2008 - September 2010
Benefit Partners May 2002 - June 2008
Freedom Village July 1998 - July 2001
Skills
Human Resources, Employee Benefits, Recruiting, Strategic Planning, Marketing, Training, Program Management, Leadership, Management, Marketing Strategy, Team Building, Strategy, Employee Relations
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2003
MBA
Loyola Marymount University 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Melissa Adkison's Benefit Partners Experience May 2008 - May 2009
Job President of general machine shop
Industry Executive Office
Experience
Schuler Machine Inc. March 2009 - Present
All American Fitness February 2009 - Present
Benefit Partners May 2008 - May 2009
TAHRA 2002 - 2009
Sheffield Steel March 2000 - November 2005
Education
Northeastern State University 1996 — 1999
Schuler Machine Inc. March 2009 - Present
All American Fitness February 2009 - Present
Benefit Partners May 2008 - May 2009
TAHRA 2002 - 2009
Sheffield Steel March 2000 - November 2005
Education
Northeastern State University 1996 — 1999
Steve Lathrop's Benefit Partners Experience February 2000 - June 2008
Job Sr Vice President, USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2008 - Present
U.S. Navy Reserve 1992 - Present
Benefit Partners February 2000 - June 2008
Skills
Insurance, Strategic Planning, Health Insurance, Budgets, Risk Management, Analysis, Leadership, Team Building, Employee Benefits, Change Management, Process Improvement, Navy, Program Management, Military Operations, Management, Military, Project Planning, DoD, Executive Management, Logistics, Training, Mergers & Acquisitions, Workers Compensation, Performance Management, Operational Planning, Government, Organizational..., Leadership Development, Security Clearance, Team Leadership, Military Logistics, Organizational..., Policy, Military Experience, Operations Management, Defense, National Security, Human Resources, Risk Assessment, Top Secret, Command, Cross-functional Team..., Intelligence Analysis, Government Contracting, Information Assurance, Intelligence, Tactics, Army, Counterterrorism, Crisis Management
Education
Claremont Graduate University 1985 — 1986
Master of Business Administration (MBA), Finance, Accounting & Strategic Management
Cal Poly Pomona 1982 — 1984
Bachelor of Science (BS), Economics
USI Insurance Services June 2008 - Present
U.S. Navy Reserve 1992 - Present
Benefit Partners February 2000 - June 2008
Skills
Insurance, Strategic Planning, Health Insurance, Budgets, Risk Management, Analysis, Leadership, Team Building, Employee Benefits, Change Management, Process Improvement, Navy, Program Management, Military Operations, Management, Military, Project Planning, DoD, Executive Management, Logistics, Training, Mergers & Acquisitions, Workers Compensation, Performance Management, Operational Planning, Government, Organizational..., Leadership Development, Security Clearance, Team Leadership, Military Logistics, Organizational..., Policy, Military Experience, Operations Management, Defense, National Security, Human Resources, Risk Assessment, Top Secret, Command, Cross-functional Team..., Intelligence Analysis, Government Contracting, Information Assurance, Intelligence, Tactics, Army, Counterterrorism, Crisis Management
Education
Claremont Graduate University 1985 — 1986
Master of Business Administration (MBA), Finance, Accounting & Strategic Management
Cal Poly Pomona 1982 — 1984
Bachelor of Science (BS), Economics
Shawn Howell's Benefit Partners Experience September 2000 - October 2006
Job Actuary at Lockton Dunning Benefits
Industry Insurance
Experience
Lockton Dunning Benefits October 2006 - Present
Benefit Partners September 2000 - October 2006
Buck Consultants February 1998 - September 2000
Watson Wyatt June 1994 - February 1998
IBM September 1989 - November 1992
Skills
Actuarial Consulting, Health Insurance, Underwriting, Employee Benefits, Insurance, Visual Basic, Reinsurance, Health Care Reform, Disability Insurance, Life Insurance, Retirement, Actuarial Science, Microsoft Excel, Property & Casualty..., Commercial Insurance, Defined Benefit
Education
The University of Texas at Austin 1984 — 1994
Bachelor's degree, Computer Science, Math
Lockton Dunning Benefits October 2006 - Present
Benefit Partners September 2000 - October 2006
Buck Consultants February 1998 - September 2000
Watson Wyatt June 1994 - February 1998
IBM September 1989 - November 1992
Skills
Actuarial Consulting, Health Insurance, Underwriting, Employee Benefits, Insurance, Visual Basic, Reinsurance, Health Care Reform, Disability Insurance, Life Insurance, Retirement, Actuarial Science, Microsoft Excel, Property & Casualty..., Commercial Insurance, Defined Benefit
Education
The University of Texas at Austin 1984 — 1994
Bachelor's degree, Computer Science, Math
Dale Brickert's Benefit Partners Experience July 2002 - March 2004
Job Hays Companies of Texas
Industry Insurance
Experience
HAYS COMPANIES OF TEXAS November 2011 - Present
The Plexus Groupe April 2004 - August 2011
Benefit Partners July 2002 - March 2004
Holmes Murphy Financial Services 2001 - 2002
UnitedHealthcare 1999 - 2001
Skills
Contract Negotiations, Employee Benefits, Employee Relations, Group Benefits, Benefits Strategy, Employee Management, New Business Development, Benefits, Insurance, Health Insurance, Strategy, Management, Risk Management, Sales, Entrepreneurship, Health Savings Accounts, Strategic Planning, Team Building, Competitive Analysis, Workers Compensation, Contract Negotiation, Recruiting, Underwriting, Account Management, Budgets, Finance, Analysis, Healthcare, Mergers & Acquisitions, Project Management, Benefits Administration, Term Life Insurance, Negotiation, Customer Service, Human Resources, COBRA, Customer Retention, Personnel Management, Life Insurance, Disability Insurance, Leadership, Telemedicine, Performance Management, Brokers
Education
Stephen F. Austin State University 1993 — 1998
Bachelor of Science, Kinesiology
JJ Pearce high School 1989 — 1992
HAYS COMPANIES OF TEXAS November 2011 - Present
The Plexus Groupe April 2004 - August 2011
Benefit Partners July 2002 - March 2004
Holmes Murphy Financial Services 2001 - 2002
UnitedHealthcare 1999 - 2001
Skills
Contract Negotiations, Employee Benefits, Employee Relations, Group Benefits, Benefits Strategy, Employee Management, New Business Development, Benefits, Insurance, Health Insurance, Strategy, Management, Risk Management, Sales, Entrepreneurship, Health Savings Accounts, Strategic Planning, Team Building, Competitive Analysis, Workers Compensation, Contract Negotiation, Recruiting, Underwriting, Account Management, Budgets, Finance, Analysis, Healthcare, Mergers & Acquisitions, Project Management, Benefits Administration, Term Life Insurance, Negotiation, Customer Service, Human Resources, COBRA, Customer Retention, Personnel Management, Life Insurance, Disability Insurance, Leadership, Telemedicine, Performance Management, Brokers
Education
Stephen F. Austin State University 1993 — 1998
Bachelor of Science, Kinesiology
JJ Pearce high School 1989 — 1992
Jeff Brickert's Benefit Partners Experience 2002 - 2007
Job Ancillary Sales Manager Benefits at ADP
Industry Information Technology and Services
Experience
ADP June 2015 - Present
Field Solutions April 2013 - June 2015
Ceridian May 2011 - March 2013
SHPS May 2007 - May 2011
Benefit Partners 2002 - 2007
Skills
New Business Development, Account Management
Education
Stephen F. Austin State University 1992 — 1995
Bachelor of Arts
JJP
ADP June 2015 - Present
Field Solutions April 2013 - June 2015
Ceridian May 2011 - March 2013
SHPS May 2007 - May 2011
Benefit Partners 2002 - 2007
Skills
New Business Development, Account Management
Education
Stephen F. Austin State University 1992 — 1995
Bachelor of Arts
JJP
Dave Hardwick's Benefit Partners Experience April 2002 - November 2005
Job Consultant at Towers Watson
Industry Insurance
Experience
Towers Watson March 2012 - Present
Mercer February 2007 - April 2012
Buck Consultants November 2005 - February 2007
Benefit Partners April 2002 - November 2005
Skills
Plan Design, Employee Benefits, Benefits, Benefits Administration, HR Consulting, Business Planning, COBRA, Employee Relations, Health Insurance, Human Resources, Insurance, Mergers & Acquisitions, Performance Management, Process Improvement, Recruiting, Strategy, Account Management, Consulting, Strategic Planning
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance
Towers Watson March 2012 - Present
Mercer February 2007 - April 2012
Buck Consultants November 2005 - February 2007
Benefit Partners April 2002 - November 2005
Skills
Plan Design, Employee Benefits, Benefits, Benefits Administration, HR Consulting, Business Planning, COBRA, Employee Relations, Health Insurance, Human Resources, Insurance, Mergers & Acquisitions, Performance Management, Process Improvement, Recruiting, Strategy, Account Management, Consulting, Strategic Planning
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance
Scott Gibbs's Benefit Partners Experience January 1998 - August 2002
Job Senior Vice President at McGriff, Seibels & Williams
Industry Insurance
Experience
McGriff, Seibels & Williams August 2002 - Present
Benefit Partners January 1998 - August 2002
Skills
Liability, Professional Liability, Underwriting, New Business Development, Health Insurance, Brokers, Disability Insurance, Workers Compensation, Health Savings Accounts, Property & Casualty..., Insurance, Casualty, Employee Benefits, Commercial Insurance, Risk Management, Sales Process, COBRA, Benefits Administration, Account Management, Strategic Planning, Sales, Reinsurance, Sales Management, Healthcare, Life Insurance
Education
Trinity University 1991 — 1993
Master of Science (M.S.), Healthcare Administration
Baylor University 1987 — 1991
Bachelor of Arts (B.A.), Sociology
McGriff, Seibels & Williams August 2002 - Present
Benefit Partners January 1998 - August 2002
Skills
Liability, Professional Liability, Underwriting, New Business Development, Health Insurance, Brokers, Disability Insurance, Workers Compensation, Health Savings Accounts, Property & Casualty..., Insurance, Casualty, Employee Benefits, Commercial Insurance, Risk Management, Sales Process, COBRA, Benefits Administration, Account Management, Strategic Planning, Sales, Reinsurance, Sales Management, Healthcare, Life Insurance
Education
Trinity University 1991 — 1993
Master of Science (M.S.), Healthcare Administration
Baylor University 1987 — 1991
Bachelor of Arts (B.A.), Sociology
Michael Stockwell's Benefit Partners Experience 2002 - 2004
Job Innovator, Leader and Seasoned Professional
Industry Management Consulting
Experience
BizNextGen.com, Inc. December 2011 - December 2014
Human Options January 1998 - January 2012
The Pacific Group - Business Advisory Services September 2004 - December 2011
Benefit Partners 2002 - 2004
Marsh 1996 - 1999
Mercer Human Resource Consulting 1996 - 1998
Skills
Business Acquisition, Mergers, Business Strategy, Strategic Planning, Turnaround Experience, Start-ups, Small Business, Executive Coaching, Leadership Development, Team Building, Change Management, Organizational..., New Business Development, Strategy, Business Planning, Leadership, Marketing Strategy, Corporate Development, Acquisition Integration, Mergers & Acquisitions, Entrepreneurship, Private Equity, Contract Negotiation, Executive Development, Strategic Partnerships, Marketing, Sales, Strategic Consulting, Business Development, Due Diligence, Consulting, Management, Management Consulting, Training, Venture Capital, Executive Management, International Business, P&L Management, Restructuring, Business, Turn Around Management
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Management
California State University-Chico 1987 — 1996
Bachelors, Psychology, Economics
UC Santa Barbara
BizNextGen.com, Inc. December 2011 - December 2014
Human Options January 1998 - January 2012
The Pacific Group - Business Advisory Services September 2004 - December 2011
Benefit Partners 2002 - 2004
Marsh 1996 - 1999
Mercer Human Resource Consulting 1996 - 1998
Skills
Business Acquisition, Mergers, Business Strategy, Strategic Planning, Turnaround Experience, Start-ups, Small Business, Executive Coaching, Leadership Development, Team Building, Change Management, Organizational..., New Business Development, Strategy, Business Planning, Leadership, Marketing Strategy, Corporate Development, Acquisition Integration, Mergers & Acquisitions, Entrepreneurship, Private Equity, Contract Negotiation, Executive Development, Strategic Partnerships, Marketing, Sales, Strategic Consulting, Business Development, Due Diligence, Consulting, Management, Management Consulting, Training, Venture Capital, Executive Management, International Business, P&L Management, Restructuring, Business, Turn Around Management
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Management
California State University-Chico 1987 — 1996
Bachelors, Psychology, Economics
UC Santa Barbara
Heather Howell's Benefit Partners Experience August 2000 - July 2005
Job Sr. HR Benefits Consultant at Pursuit of Excellence, Inc.
Industry Insurance
Experience
Pursuit of Excellence, Inc. January 2013 - Present
Aegis August 2011 - January 2012
Frontier Asset Management, LLC September 2010 - December 2010
Affiliated Computer Services July 2005 - January 2008
Benefit Partners August 2000 - July 2005
Humana 1999 - 2000
Skills
Vendor Relations, Employee Relations, Conflict Resolution, Contract Review, Employee Benefits, Benefit Strategy, Consumer Education, Marketing Material..., Excel, Word, PowerPoint, Access, Contract Negotiations, Contract Management, Project Management, Strategy, Contract Negotiation, Recruiting, Leadership, Sales, Marketing, Insurance, Outsourcing, Performance Management, New Business Development, Benefits Administration, Mergers & Acquisitions, Salesforce.com
Education
Baylor University
Music
International School for German
German
The University of Texas at Austin
Middle Eastern Studies
Pursuit of Excellence, Inc. January 2013 - Present
Aegis August 2011 - January 2012
Frontier Asset Management, LLC September 2010 - December 2010
Affiliated Computer Services July 2005 - January 2008
Benefit Partners August 2000 - July 2005
Humana 1999 - 2000
Skills
Vendor Relations, Employee Relations, Conflict Resolution, Contract Review, Employee Benefits, Benefit Strategy, Consumer Education, Marketing Material..., Excel, Word, PowerPoint, Access, Contract Negotiations, Contract Management, Project Management, Strategy, Contract Negotiation, Recruiting, Leadership, Sales, Marketing, Insurance, Outsourcing, Performance Management, New Business Development, Benefits Administration, Mergers & Acquisitions, Salesforce.com
Education
Baylor University
Music
International School for German
German
The University of Texas at Austin
Middle Eastern Studies
Mechiel Lake's Benefit Partners Experience May 2001 - July 2004
Job Senior Relationship Manager at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources January 2014 - Present
GuideStone Financial Resources August 2010 - Present
Holmes Murphy Financial Services July 2004 - July 2010
Benefit Partners May 2001 - July 2004
Dal-Tile Corporation March 1996 - May 2001
FoxMeyer Corporation December 1992 - March 1996
Skills
Customer Service, Disability Insurance, Defined Benefit, Retirement Planning, Retirement Plan..., Insurance, Strategic Planning, Pensions, Retirement, Management, Human Resources, Leadership, Employee Benefits, Investments, Strategy, 401k, Health Insurance, CRM, Relationship Management, Benefits Administration
Education
Texas Tech University - Rawls College of Business 1986 — 1990
BBA, Business Management
GuideStone Financial Resources January 2014 - Present
GuideStone Financial Resources August 2010 - Present
Holmes Murphy Financial Services July 2004 - July 2010
Benefit Partners May 2001 - July 2004
Dal-Tile Corporation March 1996 - May 2001
FoxMeyer Corporation December 1992 - March 1996
Skills
Customer Service, Disability Insurance, Defined Benefit, Retirement Planning, Retirement Plan..., Insurance, Strategic Planning, Pensions, Retirement, Management, Human Resources, Leadership, Employee Benefits, Investments, Strategy, 401k, Health Insurance, CRM, Relationship Management, Benefits Administration
Education
Texas Tech University - Rawls College of Business 1986 — 1990
BBA, Business Management
Breck Schmidt's Benefit Partners Experience 2000 - 2001
Job Account Manager at The Standard
Industry Insurance
Experience
Standard Insurance Company March 2009 - Present
UnitedHealth Group September 2002 - July 2007
Benefit Partners 2000 - 2001
United States Army August 1989 - January 1994
Skills
Dental, Employee Benefits, Account Management, Health Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, Life Insurance, Claim, Medicare, Term Life Insurance, Healthcare, Insurance, Sales, Underwriting, Managed Care, Brokers, Risk Management, Customer Retention, Workers Compensation, Long-term Care, Strategy, 401k, COBRA, Health Care Reform, Retirement, Group Insurance, Flexible Spending..., Accident, ERISA, Open Enrollment, Critical Illness, Fixed Annuities, Claims Management
Education
Central Texas College
Criminal Justice
Standard Insurance Company March 2009 - Present
UnitedHealth Group September 2002 - July 2007
Benefit Partners 2000 - 2001
United States Army August 1989 - January 1994
Skills
Dental, Employee Benefits, Account Management, Health Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, Life Insurance, Claim, Medicare, Term Life Insurance, Healthcare, Insurance, Sales, Underwriting, Managed Care, Brokers, Risk Management, Customer Retention, Workers Compensation, Long-term Care, Strategy, 401k, COBRA, Health Care Reform, Retirement, Group Insurance, Flexible Spending..., Accident, ERISA, Open Enrollment, Critical Illness, Fixed Annuities, Claims Management
Education
Central Texas College
Criminal Justice
Russ Plum's Benefit Partners Experience 1998 - 2003
Job Director, Cobalt Account Solutions BCBSTX
Industry Insurance
Experience
Blue Cross Blue Shield of Texas April 2015 - Present
BCBSTX January 2014 - Present
Aetna Life & Casualty May 2007 - December 2013
Aetna 2007 - December 2013
United Healthcare 2003 - 2006
Benefit Partners 1998 - 2003
Skills
Managed Care, Employee Benefits, Health Insurance, Insurance, Sales, Account Management, Leadership, Selling, Disability Insurance, Healthcare, Management, Benefits Administration, Underwriting, Negotiation, Enterprise Software
Education
University of Hartford MBA 1989 — 1991
MBA
Quinnipiac University - School of Business 1983 — 1985
International Business, Marketing/Marketing Management, General
Blue Cross Blue Shield of Texas April 2015 - Present
BCBSTX January 2014 - Present
Aetna Life & Casualty May 2007 - December 2013
Aetna 2007 - December 2013
United Healthcare 2003 - 2006
Benefit Partners 1998 - 2003
Skills
Managed Care, Employee Benefits, Health Insurance, Insurance, Sales, Account Management, Leadership, Selling, Disability Insurance, Healthcare, Management, Benefits Administration, Underwriting, Negotiation, Enterprise Software
Education
University of Hartford MBA 1989 — 1991
MBA
Quinnipiac University - School of Business 1983 — 1985
International Business, Marketing/Marketing Management, General
Cynthia McCall's Benefit Partners Experience 2004 - 2005
Job On Sabatical at Sabatical
Industry Information Technology and Services
Experience
Consultant June 2014 - Present
FlexTech, Inc. June 2010 - June 2014
EDS, an HP company October 2005 - June 2010
EDS, an HP Company 2005 - June 2010
Benefit Partners 2004 - 2005
Skills
Requirements Analysis, Business Analysis, SDLC, Healthcare Information..., Business Process, Process Improvement, Integration, Requirements Gathering, Business Process..., Visio, Software Documentation, Change Management, Software Project..., Business Requirements, Healthcare, Testing, Program Management, Business Intelligence, SharePoint, Vendor Management, Service Delivery, User Acceptance Testing, DB2, Analysis, PMO, IT Strategy, Quality Assurance, System Configuration, Software Implementation, HIPAA, PMP, Training
Education
St. Mary's University
English
Consultant June 2014 - Present
FlexTech, Inc. June 2010 - June 2014
EDS, an HP company October 2005 - June 2010
EDS, an HP Company 2005 - June 2010
Benefit Partners 2004 - 2005
Skills
Requirements Analysis, Business Analysis, SDLC, Healthcare Information..., Business Process, Process Improvement, Integration, Requirements Gathering, Business Process..., Visio, Software Documentation, Change Management, Software Project..., Business Requirements, Healthcare, Testing, Program Management, Business Intelligence, SharePoint, Vendor Management, Service Delivery, User Acceptance Testing, DB2, Analysis, PMO, IT Strategy, Quality Assurance, System Configuration, Software Implementation, HIPAA, PMP, Training
Education
St. Mary's University
English
Diane Frazier's Benefit Partners Experience 1990 - 1991
Job Director of Development Strategies at University of North Carolina at Chapel Hill
Industry Higher Education
Experience
University of North Carolina at Chapel Hill July 2014 - Present
University of North Carolina at Chapel Hill July 2005 - June 2014
University of North Carolina at Chapel Hill September 1991 - June 2005
Benefit Partners 1990 - 1991
Vanderbilt University October 1988 - December 1989
Vanderbilt University February 1985 - October 1988
Recreation Center for the Handicapped 1983 - 1984
ARC Concord Community Residence 1978 - 1983
School of the Museum of Fine Arts/Tufts University 1981 - 1982
W.E. Fernald State School 1974 - 1977
Education
School of the Museum of Fine Arts 1977 — 1981
Diploma in Studio Art, Painting, Printmaking
University of North Carolina at Chapel Hill 1970 — 1974
Bachelor's degree, Psychology
University of North Carolina at Chapel Hill July 2014 - Present
University of North Carolina at Chapel Hill July 2005 - June 2014
University of North Carolina at Chapel Hill September 1991 - June 2005
Benefit Partners 1990 - 1991
Vanderbilt University October 1988 - December 1989
Vanderbilt University February 1985 - October 1988
Recreation Center for the Handicapped 1983 - 1984
ARC Concord Community Residence 1978 - 1983
School of the Museum of Fine Arts/Tufts University 1981 - 1982
W.E. Fernald State School 1974 - 1977
Education
School of the Museum of Fine Arts 1977 — 1981
Diploma in Studio Art, Painting, Printmaking
University of North Carolina at Chapel Hill 1970 — 1974
Bachelor's degree, Psychology
Courtney Morris's Benefit Partners Experience May 2009 - August 2009
Job Automotive Associate Project Manager at Canadian Tire
Industry Marketing and Advertising
Experience
Canadian Tire June 2013 - Present
Canadian Tire June 2011 - June 2013
Brock University September 2010 - April 2011
Canadian Tire January 2010 - June 2010
Benefit Partners May 2009 - August 2009
Canadian Tire Financial Services September 2008 - December 2008
Skills
Marketing Research, Marketing Strategy, Team Management, Creativity, Close Attention to..., Goal Oriented, Deliver Results, Organizational..., Communication Skills, Merchandising, Retail, Assortment, Vendor Relationships, Advertising, Flyers
Education
Brock University 2006 — 2011
Honours Bachelor Business Administration, Co-op, Marketing
Canadian Tire June 2013 - Present
Canadian Tire June 2011 - June 2013
Brock University September 2010 - April 2011
Canadian Tire January 2010 - June 2010
Benefit Partners May 2009 - August 2009
Canadian Tire Financial Services September 2008 - December 2008
Skills
Marketing Research, Marketing Strategy, Team Management, Creativity, Close Attention to..., Goal Oriented, Deliver Results, Organizational..., Communication Skills, Merchandising, Retail, Assortment, Vendor Relationships, Advertising, Flyers
Education
Brock University 2006 — 2011
Honours Bachelor Business Administration, Co-op, Marketing
Bradley Scheidegger's Benefit Partners Experience January 2003 - February 2006
Job Sals & Marketing Representative at The Insurance Excange
Industry Insurance
Experience
Global Utility Services June 2015 - Present
The Insurance Exchange January 2013 - June 2015
S & L Pole Testing Company January 2010 - December 2012
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2006 - October 2009
Benefit Partners January 2003 - February 2006
Skills
Affordable Healthcare ..., United Healthcare, Group Healthcare..., FFM Affordadable Care...
Education
University of Nebraska at Kearney
Bachelor of Business Administration (BBA), Business Administration
Universtiy of Nebraska Lincoln
Bachelors of Arts, Speech Communication and Rhetoric
Global Utility Services June 2015 - Present
The Insurance Exchange January 2013 - June 2015
S & L Pole Testing Company January 2010 - December 2012
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2006 - October 2009
Benefit Partners January 2003 - February 2006
Skills
Affordable Healthcare ..., United Healthcare, Group Healthcare..., FFM Affordadable Care...
Education
University of Nebraska at Kearney
Bachelor of Business Administration (BBA), Business Administration
Universtiy of Nebraska Lincoln
Bachelors of Arts, Speech Communication and Rhetoric