Benefit Planners
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Benefit Planners Employees
Employee
Years
Job
Industry
Austin Morris Austin Morris's Benefit Planners Experience May 2002 - August 2002
Job District Representative at Champion Technologies
Industry Banking
Experience
Champion Technologies July 2013 - Present
First National Bank of Sonora September 2009 - October 2012
Chili's August 2003 - May 2009
Chili’s Bar and Grill August 2003 - May 2009
Benefit Planners Inc. May 2002 - August 2002
Benefit Planners May 2002 - August 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Analysis, Marketing, Finance, Customer Service, Credit, Insurance, Loans, Purchasing, Financial Analysis, Banking, Outlook, Public Speaking
Education
Angelo State University 2001 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Holmes High School
Champion Technologies July 2013 - Present
First National Bank of Sonora September 2009 - October 2012
Chili's August 2003 - May 2009
Chili’s Bar and Grill August 2003 - May 2009
Benefit Planners Inc. May 2002 - August 2002
Benefit Planners May 2002 - August 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Analysis, Marketing, Finance, Customer Service, Credit, Insurance, Loans, Purchasing, Financial Analysis, Banking, Outlook, Public Speaking
Education
Angelo State University 2001 — 2009
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Holmes High School
Aurora Cardenas Aurora Cardenas's Benefit Planners Experience August 2003 - December 2003
Job Provider Relations Representative at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation June 2011 - Present
UnitedHealth Group April 2008 - June 2011
PacifiCare December 2003 - April 2008
BENEFIT PLANNERS August 2003 - December 2003
Humana May 1993 - May 2003
Skills
Healthcare Management, Medicare, Medicaid, Managed Care, Provider Relations, HIPAA, Healthcare Industry, Employee Benefits, Claim, Policy, Health Insurance, Process Improvement, Medicare Part D, Credentialing, Software Documentation
Education
Palo Alto College 2011 — 2013
Business Administration and Management, General
University of the Incarnate Word 1985 — 1989
Business Administration and Management, General
San Antonio College 1979 — 1981
Associate of Arts and Sciences (AAS), Business/Office Automation/Technology/Data Entry
Centene Corporation June 2011 - Present
UnitedHealth Group April 2008 - June 2011
PacifiCare December 2003 - April 2008
BENEFIT PLANNERS August 2003 - December 2003
Humana May 1993 - May 2003
Skills
Healthcare Management, Medicare, Medicaid, Managed Care, Provider Relations, HIPAA, Healthcare Industry, Employee Benefits, Claim, Policy, Health Insurance, Process Improvement, Medicare Part D, Credentialing, Software Documentation
Education
Palo Alto College 2011 — 2013
Business Administration and Management, General
University of the Incarnate Word 1985 — 1989
Business Administration and Management, General
San Antonio College 1979 — 1981
Associate of Arts and Sciences (AAS), Business/Office Automation/Technology/Data Entry
Dawn Sanford Coyle Dawn Sanford Coyle's Benefit Planners Experience November 1997 - December 1998
Job Research Analyst at Industrial Resources
Industry Research
Experience
San Antonio College and UTSA I currently hold a 3.4.. GPA. Finishing my Associates while working on my Bachelors Degree.Market Research AnalystIndustrial Info ResourcesDecember 2012 - Present
Self January 2000 - August 2012
Clinical Trials of Texas 2011 - 2012
Benefit Planners November 1997 - December 1998
US Army January 1986 - January 1994
Highlands Insurance Company April 1990 - December 1992
H.M. Gousha/Simon & Schuste April 1989 - October 1990
AT & T February 1989 - March 1990
Skills
Management, Microsoft Excel, Customer Service, Market Research, Research, Training, PowerPoint, Human Resources, Data Analysis, Analysis, Marketing, Project Planning, Customer Satisfaction, Program Management, Public Speaking, Strategic Planning, Microsoft Office, Tyoe 55 words per minute, Experienced on Apple,..., Database Software..., Data Entry Terminal..., E Mail Software..., Graphics and Drawing..., Internet Browser..., Peripheral Devices..., Presentation Software..., Spreadsheet Software..., Utility Software..., Word Processing...
Education
Boerne High School 1982 — 1983
Comfort High School 1983 — 1986
High School Diploma
San Antonio College
Psychology, 3.4
The University of Texas at San Antonio
Psychology, 3.4
San Antonio College and UTSA I currently hold a 3.4.. GPA. Finishing my Associates while working on my Bachelors Degree.Market Research AnalystIndustrial Info ResourcesDecember 2012 - Present
Self January 2000 - August 2012
Clinical Trials of Texas 2011 - 2012
Benefit Planners November 1997 - December 1998
US Army January 1986 - January 1994
Highlands Insurance Company April 1990 - December 1992
H.M. Gousha/Simon & Schuste April 1989 - October 1990
AT & T February 1989 - March 1990
Skills
Management, Microsoft Excel, Customer Service, Market Research, Research, Training, PowerPoint, Human Resources, Data Analysis, Analysis, Marketing, Project Planning, Customer Satisfaction, Program Management, Public Speaking, Strategic Planning, Microsoft Office, Tyoe 55 words per minute, Experienced on Apple,..., Database Software..., Data Entry Terminal..., E Mail Software..., Graphics and Drawing..., Internet Browser..., Peripheral Devices..., Presentation Software..., Spreadsheet Software..., Utility Software..., Word Processing...
Education
Boerne High School 1982 — 1983
Comfort High School 1983 — 1986
High School Diploma
San Antonio College
Psychology, 3.4
The University of Texas at San Antonio
Psychology, 3.4
Brandon Zumwalt Brandon Zumwalt's Benefit Planners Experience 2001 - 2002
Job President at Internet Contrasts and Owner, Internet Contrasts
Industry Computer Networking
Experience
Internet Contrasts August 2002 - Present
Internet Contrasts 2002 - Present
Sports Outdoor and Recreation 2009 - 2010
Benefit Planners 2001 - 2002
Skills
Account Management, Microsoft Office, Disaster Recovery, Small Business Server, SaaS, Cloud Computing, Virtualization, Sonicwall, Technology Planning, Hosted Services, Managed Services, Web Hosting
Education
Texas A&M University 1995 — 2000
Bachelor of Science, Industrial Distribution
John Marshall H. S. 1991 — 1995
Aji Network
Internet Contrasts August 2002 - Present
Internet Contrasts 2002 - Present
Sports Outdoor and Recreation 2009 - 2010
Benefit Planners 2001 - 2002
Skills
Account Management, Microsoft Office, Disaster Recovery, Small Business Server, SaaS, Cloud Computing, Virtualization, Sonicwall, Technology Planning, Hosted Services, Managed Services, Web Hosting
Education
Texas A&M University 1995 — 2000
Bachelor of Science, Industrial Distribution
John Marshall H. S. 1991 — 1995
Aji Network
Darryl Columbus Darryl Columbus's Benefit Planners Experience August 2002 - February 2006
Job Benefits Analyst/Liaison at Accenture
Industry Human Resources
Experience
HOME DEPOT U.S.A., INC. January 2015 - Present
Accenture March 2011 - December 2013
Accenture December 2008 - March 2011
Accenture HR Services December 2008 - July 2010
Accenture September 2008 - December 2008
Accenture January 2007 - October 2008
Benefit Planners August 2002 - February 2006
Gallagher Benefit Administrators March 2001 - August 2002
GALLAGHER BENEFIT ADMINISTRATORS January 2001 - January 2002
World Savings January 2000 - January 2001
Skills
Account Management, Employee Benefits, Human Resources, Process Improvement, BPO, Shared Services, Organizational Design, Taleo, Talent Management, Employer Branding, Talent Acquisition, Workforce Planning, PeopleSoft, Performance Management, Applicant Tracking..., Outsourcing, Onboarding, HR Consulting, Employee Engagement, Change Management, Leadership, Training, Management, HRIS, Benefits Administration, Strategy, Deferred Compensation, Vendor Management, Employee Relations, Personnel Management
Education
The University of Texas at San Antonio 1998 — 2001
BBA, Busines Management with Leadership Focus.
The University of Texas at San Antonio 1997 — 2001
BBA; of, Management and Leadership; Computer Programming / Operations
CBM Technical Institute. 1984 — 1984
Certified, Computer Programming
The University of Texas at El Paso 1983 — 1983
Bachelor of Business Administration (B.B.A.), Business Management
HOME DEPOT U.S.A., INC. January 2015 - Present
Accenture March 2011 - December 2013
Accenture December 2008 - March 2011
Accenture HR Services December 2008 - July 2010
Accenture September 2008 - December 2008
Accenture January 2007 - October 2008
Benefit Planners August 2002 - February 2006
Gallagher Benefit Administrators March 2001 - August 2002
GALLAGHER BENEFIT ADMINISTRATORS January 2001 - January 2002
World Savings January 2000 - January 2001
Skills
Account Management, Employee Benefits, Human Resources, Process Improvement, BPO, Shared Services, Organizational Design, Taleo, Talent Management, Employer Branding, Talent Acquisition, Workforce Planning, PeopleSoft, Performance Management, Applicant Tracking..., Outsourcing, Onboarding, HR Consulting, Employee Engagement, Change Management, Leadership, Training, Management, HRIS, Benefits Administration, Strategy, Deferred Compensation, Vendor Management, Employee Relations, Personnel Management
Education
The University of Texas at San Antonio 1998 — 2001
BBA, Busines Management with Leadership Focus.
The University of Texas at San Antonio 1997 — 2001
BBA; of, Management and Leadership; Computer Programming / Operations
CBM Technical Institute. 1984 — 1984
Certified, Computer Programming
The University of Texas at El Paso 1983 — 1983
Bachelor of Business Administration (B.B.A.), Business Management
Margaret Meitzler Margaret Meitzler's Benefit Planners Experience June 1995 - June 1997
Job Employee Benefits Administration
Industry Human Resources
Experience
USAA October 2010 - Present
FCE Benefit Administrators October 2009 - September 2010
Accenture September 2008 - August 2009
Accenture December 2006 - September 2008
Delta Health Systems January 2003 - June 2006
LifeRe Insurance Company July 1997 - January 2003
Benefit Planners June 1995 - June 1997
American Express Financial Advisors August 1993 - June 1995
Principal Financial Group August 1986 - June 1993
Skills
Coaching, Team Building, Six Sigma, Employee Benefits, Process Improvement, Organizational..., Outsourcing, Leadership, Management, Fraud, Insurance, Training, Analysis, Cost Accounting, Content Management, Business Analysis, Benefits Administration, Business Strategy, Strategic Planning
Education
Our Lady of the Lake University 1990 — 1991
business administration
Craven Community College 1976 — 1978
Nursing
Southern Illinois University, Carbondale 1972 — 1975
Biology / Art
Surrattsville 1966 — 1968
USAA October 2010 - Present
FCE Benefit Administrators October 2009 - September 2010
Accenture September 2008 - August 2009
Accenture December 2006 - September 2008
Delta Health Systems January 2003 - June 2006
LifeRe Insurance Company July 1997 - January 2003
Benefit Planners June 1995 - June 1997
American Express Financial Advisors August 1993 - June 1995
Principal Financial Group August 1986 - June 1993
Skills
Coaching, Team Building, Six Sigma, Employee Benefits, Process Improvement, Organizational..., Outsourcing, Leadership, Management, Fraud, Insurance, Training, Analysis, Cost Accounting, Content Management, Business Analysis, Benefits Administration, Business Strategy, Strategic Planning
Education
Our Lady of the Lake University 1990 — 1991
business administration
Craven Community College 1976 — 1978
Nursing
Southern Illinois University, Carbondale 1972 — 1975
Biology / Art
Surrattsville 1966 — 1968
Robert McCullagh Robert McCullagh's Benefit Planners Experience 2013 - 2013
Job Financial Advisor associated with Benefit Planners Inc.
Industry Financial Services
Experience
Benefit Planners Inc. June 1999 - Present
connected with Benefit Planners Inc. 2011 - 2015
connected with Benefit Planners Inc. 2011 - 2015
Industry 2013 - 2013
Benefit Planners 2013 - 2013
Mount Royal University 1997 - 2012
Mount Royal University 1997 - 2012
Calgary Financial Services 1989 - 2012
Benefit Planners Inc. 2011 - 2011
Financial management brokerage 2010 - 2010
Skills
Retirement Planning, Financial Planners, Retirement, Estate Planning, Critical Illness, Wealth Management, Disability Insurance, Strategic Financial..., Long-term Care, Fixed Annuities, Insurance, Mutual Funds, Financial Services, Investment Strategies, Investments, Life Insurance, Financial Advisory, Asset Allocation, Wealth, Employee Benefits, Personal Finance, Pensions, Investment Advisory, Term Life Insurance, Personal Financial..., Savings, Health Insurance, Investment Management, Asset Management, Securities, Portfolio Management, Small Business, Alternative Investments, Finance, Risk Management, Wealth Accumulation, Segregated Funds, Retirement Savings, Mortgage Lending, Relationship Management, Income Protection, Succession Planning, Wealth Management..., Financial Risk, RRSP, TFSA, 401k, Bonds, Financial Education, Long Term Care Insurance
Education
University of Calgary
Benefit Planners Inc. June 1999 - Present
connected with Benefit Planners Inc. 2011 - 2015
connected with Benefit Planners Inc. 2011 - 2015
Industry 2013 - 2013
Benefit Planners 2013 - 2013
Mount Royal University 1997 - 2012
Mount Royal University 1997 - 2012
Calgary Financial Services 1989 - 2012
Benefit Planners Inc. 2011 - 2011
Financial management brokerage 2010 - 2010
Skills
Retirement Planning, Financial Planners, Retirement, Estate Planning, Critical Illness, Wealth Management, Disability Insurance, Strategic Financial..., Long-term Care, Fixed Annuities, Insurance, Mutual Funds, Financial Services, Investment Strategies, Investments, Life Insurance, Financial Advisory, Asset Allocation, Wealth, Employee Benefits, Personal Finance, Pensions, Investment Advisory, Term Life Insurance, Personal Financial..., Savings, Health Insurance, Investment Management, Asset Management, Securities, Portfolio Management, Small Business, Alternative Investments, Finance, Risk Management, Wealth Accumulation, Segregated Funds, Retirement Savings, Mortgage Lending, Relationship Management, Income Protection, Succession Planning, Wealth Management..., Financial Risk, RRSP, TFSA, 401k, Bonds, Financial Education, Long Term Care Insurance
Education
University of Calgary
Rick Scheel's Benefit Planners Experience 1994 - 2001
Job Sr VP of Business Development at Carenet Healthcare Services, Sales Rainmaker
Industry Health, Wellness and Fitness
Experience
Carenet January 2009 - Present
United Health / Fiserv Health / UMR 2001 - 2007
Benefit Planners 1994 - 2001
West Telemarketing 1991 - 1992
Datapoint 1980 - 1991
Skills
Leadership, Managed Care, Healthcare, Strategic Planning, Medicare, Health Insurance, Account Management, Management, Employee Benefits, Sales, Sales Management, Medicaid, Team Building, Selling, Process Improvement, Insurance, Healthcare Industry, New Business Development, Executive Management, Business Development, Pharmacy Benefit..., Team Leadership, Strategic Partnerships, Healthcare Information..., Sales Operations, Salesforce.com, Call Centers, Direct Sales, Customer Service, Product Development, Thought Leadership, Process Engineering, Benefits Administration, Customer Relations, Sales Support, Client Retention, Contract Negotiation, Organizational..., Pricing, Business Strategy, B2B, Healthcare IT, Business Planning, HIPAA, Customer Retention, Call Center, Consultative Selling, Contract Negotiations, PBM, Benefits
Education
San Antonio College 1979 — 1982
Associates Degree, Computer Programming
Carenet January 2009 - Present
United Health / Fiserv Health / UMR 2001 - 2007
Benefit Planners 1994 - 2001
West Telemarketing 1991 - 1992
Datapoint 1980 - 1991
Skills
Leadership, Managed Care, Healthcare, Strategic Planning, Medicare, Health Insurance, Account Management, Management, Employee Benefits, Sales, Sales Management, Medicaid, Team Building, Selling, Process Improvement, Insurance, Healthcare Industry, New Business Development, Executive Management, Business Development, Pharmacy Benefit..., Team Leadership, Strategic Partnerships, Healthcare Information..., Sales Operations, Salesforce.com, Call Centers, Direct Sales, Customer Service, Product Development, Thought Leadership, Process Engineering, Benefits Administration, Customer Relations, Sales Support, Client Retention, Contract Negotiation, Organizational..., Pricing, Business Strategy, B2B, Healthcare IT, Business Planning, HIPAA, Customer Retention, Call Center, Consultative Selling, Contract Negotiations, PBM, Benefits
Education
San Antonio College 1979 — 1982
Associates Degree, Computer Programming
Omar Rodriguez Omar Rodriguez's Benefit Planners Experience 1993 - 2006
Job at WebTPA
Industry Insurance
Experience
WebTPA - an AMWINS Company July 2010 - Present
Rodriguez-Prida Holdings January 2001 - Present
Health By Design September 2009 - September 2010
Advanced Plan for Health September 2007 - September 2009
Century Healthcare, LLC April 2008 - July 2009
Fiserv Health - Benefit Planners February 1993 - March 2007
Benefit Planners 1993 - 2006
Skills
Strategic Planning, Benefits Administration, Brokers, Budgets, Business Development, Business Process..., Change Management, Claim, Contract Negotiation, Cross-functional Team..., Customer Service, Disability Insurance, Disease Management, ERISA, Employee Benefits, HMO, Health Care Reform, Health Insurance, Health Policy, Health Savings Accounts, Healthcare, Healthcare Industry, Healthcare Information..., Healthcare Management, Human Resources, Insurance, Leadership, Leadership Development, Liability, Life Insurance, Managed Care, Management, Marketing, Marketing Strategy, Medicaid, Medicare, Mergers, Nonprofits, Pharmacy Benefit..., Process Improvement, Program Management, Project Management, Property, Public Speaking, Risk Management, Selling, Start-ups, Strategy, Team Building, Underwriting
Education
Central Washington University 1976 — 1980
BA, Spanish
Forrest Sherman High School
WebTPA - an AMWINS Company July 2010 - Present
Rodriguez-Prida Holdings January 2001 - Present
Health By Design September 2009 - September 2010
Advanced Plan for Health September 2007 - September 2009
Century Healthcare, LLC April 2008 - July 2009
Fiserv Health - Benefit Planners February 1993 - March 2007
Benefit Planners 1993 - 2006
Skills
Strategic Planning, Benefits Administration, Brokers, Budgets, Business Development, Business Process..., Change Management, Claim, Contract Negotiation, Cross-functional Team..., Customer Service, Disability Insurance, Disease Management, ERISA, Employee Benefits, HMO, Health Care Reform, Health Insurance, Health Policy, Health Savings Accounts, Healthcare, Healthcare Industry, Healthcare Information..., Healthcare Management, Human Resources, Insurance, Leadership, Leadership Development, Liability, Life Insurance, Managed Care, Management, Marketing, Marketing Strategy, Medicaid, Medicare, Mergers, Nonprofits, Pharmacy Benefit..., Process Improvement, Program Management, Project Management, Property, Public Speaking, Risk Management, Selling, Start-ups, Strategy, Team Building, Underwriting
Education
Central Washington University 1976 — 1980
BA, Spanish
Forrest Sherman High School
Alison Burkholder, SGS Alison Burkholder, SGS's Benefit Planners Experience August 1998 - August 2001
Job Business Development Consultant at UnitedHealthcare Global
Industry Insurance
Experience
UnitedHealth Group March 2015 - Present
Aetna September 2008 - August 2014
UnitedHealth Group January 2006 - September 2008
PacifiCare August 2003 - January 2006
Benefit Management Administrators August 2001 - August 2003
Benefit Planners August 1998 - August 2001
Skills
Health Insurance, Disability Insurance, Health Savings Accounts, Insurance, Life Insurance, Brokers, Term Life Insurance, Employee Benefits, Underwriting, Account Management
Education
Texas State University-San Marcos 1994 — 1998
Bachelor of Healthcare Adminstration
Boerne High School 1990 — 1994
HS Diploma
UnitedHealth Group March 2015 - Present
Aetna September 2008 - August 2014
UnitedHealth Group January 2006 - September 2008
PacifiCare August 2003 - January 2006
Benefit Management Administrators August 2001 - August 2003
Benefit Planners August 1998 - August 2001
Skills
Health Insurance, Disability Insurance, Health Savings Accounts, Insurance, Life Insurance, Brokers, Term Life Insurance, Employee Benefits, Underwriting, Account Management
Education
Texas State University-San Marcos 1994 — 1998
Bachelor of Healthcare Adminstration
Boerne High School 1990 — 1994
HS Diploma
Robert Leatherman Robert Leatherman's Benefit Planners Experience June 2001 - April 2003
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
GlobalSCAPE, Inc. March 2010 - December 2013
Clear Channel January 2006 - January 2010
Stevenson & Ricker April 2003 - January 2006
Benefit Planners June 2001 - April 2003
Ultramar Diamond Shamrock February 2001 - April 2001
Servicio Latino January 2000 - January 2001
Skills
Windows Server, Active Directory, Troubleshooting, Disaster Recovery, Hardware, FTP, VMware, Testing, Citrix, Security, Data Center, Project Management, IIS, SharePoint, TCP/IP, Networking, Customer Service, Team Leadership, Servers, E-commerce, Quality Assurance, Inventory Management, Program Management, Visio, Software Documentation, Operating Systems, Databases, Software Installation, Solution Architecture, IT Management, Switches, Enterprise Software, Information Technology, CRM, Integration, SQL, Cisco Technologies, Microsoft SQL Server, Process Improvement &..., FTP, FTPS, SFTP, HTTP,..., Business Development, Change Management, Conflict Resolution, Direct Sales, Lead Generation, Requirement Analysis, Risk Management, Budgeting, IT Strategy, Cloud Computing
Education
The University of Texas at San Antonio 2009 — 2012
MS, Information Technology Infrastructure Assurance
The University of Texas at San Antonio 2003 — 2009
BBA, Information Systems
GlobalSCAPE, Inc. March 2010 - December 2013
Clear Channel January 2006 - January 2010
Stevenson & Ricker April 2003 - January 2006
Benefit Planners June 2001 - April 2003
Ultramar Diamond Shamrock February 2001 - April 2001
Servicio Latino January 2000 - January 2001
Skills
Windows Server, Active Directory, Troubleshooting, Disaster Recovery, Hardware, FTP, VMware, Testing, Citrix, Security, Data Center, Project Management, IIS, SharePoint, TCP/IP, Networking, Customer Service, Team Leadership, Servers, E-commerce, Quality Assurance, Inventory Management, Program Management, Visio, Software Documentation, Operating Systems, Databases, Software Installation, Solution Architecture, IT Management, Switches, Enterprise Software, Information Technology, CRM, Integration, SQL, Cisco Technologies, Microsoft SQL Server, Process Improvement &..., FTP, FTPS, SFTP, HTTP,..., Business Development, Change Management, Conflict Resolution, Direct Sales, Lead Generation, Requirement Analysis, Risk Management, Budgeting, IT Strategy, Cloud Computing
Education
The University of Texas at San Antonio 2009 — 2012
MS, Information Technology Infrastructure Assurance
The University of Texas at San Antonio 2003 — 2009
BBA, Information Systems
Frank Cox Frank Cox's Benefit Planners Experience May 1985 - Present
Job Personal Planner at Benefit Planners
Industry Financial Services
Experience
Benefit Planners May 1985 - Present
Benefit Planners May 1985 - Present
Benefit Planners May 1985 - Present
Skills
Finance, Strategy, Investments, Management, Retirement, Wealth Management, Insurance, Marketing, Social Media, Customer Service, Life Insurance
Education
Alderson Broaddus University 1976 — 1980
BS, Medical Science
Benefit Planners May 1985 - Present
Benefit Planners May 1985 - Present
Benefit Planners May 1985 - Present
Skills
Finance, Strategy, Investments, Management, Retirement, Wealth Management, Insurance, Marketing, Social Media, Customer Service, Life Insurance
Education
Alderson Broaddus University 1976 — 1980
BS, Medical Science
William Weisgerber Jr. William Weisgerber Jr.'s Benefit Planners Experience April 2002 - December 2004
Job Project and Program Consultant at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual October 2013 - Present
Northwestern Mutual September 2011 - Present
Milwaukee County Transit System May 2005 - October 2011
Benefit Planners April 2002 - December 2004
USAA August 1999 - April 2002
Skills
Insurance, Leadership, Employee Benefits, Training, Health Insurance, Management, Strategic Planning, Sales, Marketing, Contract Negotiation, Sales Management, Customer Service, Consulting, Retirement Planning, Selling, Team Building, Public Speaking, Project Management, Program Management, Strategy
Education
Marquette University 2008 — 2009
Future Milwaukee, Continuing Education
Iowa State University - College of Business 1990 — 1995
Bachelor's Degree, Finance, General
Northwestern Mutual October 2013 - Present
Northwestern Mutual September 2011 - Present
Milwaukee County Transit System May 2005 - October 2011
Benefit Planners April 2002 - December 2004
USAA August 1999 - April 2002
Skills
Insurance, Leadership, Employee Benefits, Training, Health Insurance, Management, Strategic Planning, Sales, Marketing, Contract Negotiation, Sales Management, Customer Service, Consulting, Retirement Planning, Selling, Team Building, Public Speaking, Project Management, Program Management, Strategy
Education
Marquette University 2008 — 2009
Future Milwaukee, Continuing Education
Iowa State University - College of Business 1990 — 1995
Bachelor's Degree, Finance, General
Dan Crouch, CISSP's Benefit Planners Experience 2000 - 2005
Job Management and Program Analyst at Internal Revenue Service
Industry Computer Software
Experience
Internal Revenue Service September 2014 - Present
Internal Revenue Service March 2011 - September 2014
Surgisoft May 2005 - March 2011
Federal Reserve Bank of Dallas August 2006 - April 2007
Benefit Planners 2000 - 2005
Fiserv 2000 - 2005
Plexus 1999 - 2000
Skills
Microsoft SQL Server, ColdFusion, C#, Java, Security, Visual Basic, Web Development, CSS, XML, T-SQL, Software Development, Subversion, Database Design, SQL, JavaScript, Web Services, Solaris, Systems Analysis, jQuery, Web Applications, Agile Methodologies, Databases, Flex, HTML
Education
Lakeland College 2003 — 2004
Computer Science
Moraine Park Technical College 1997 — 1999
Accounting
University of Wisconsin-Milwaukee 1991 — 1993
Mechanical Engineering
Internal Revenue Service September 2014 - Present
Internal Revenue Service March 2011 - September 2014
Surgisoft May 2005 - March 2011
Federal Reserve Bank of Dallas August 2006 - April 2007
Benefit Planners 2000 - 2005
Fiserv 2000 - 2005
Plexus 1999 - 2000
Skills
Microsoft SQL Server, ColdFusion, C#, Java, Security, Visual Basic, Web Development, CSS, XML, T-SQL, Software Development, Subversion, Database Design, SQL, JavaScript, Web Services, Solaris, Systems Analysis, jQuery, Web Applications, Agile Methodologies, Databases, Flex, HTML
Education
Lakeland College 2003 — 2004
Computer Science
Moraine Park Technical College 1997 — 1999
Accounting
University of Wisconsin-Milwaukee 1991 — 1993
Mechanical Engineering
Norma Holloway-Piche's Benefit Planners Experience January 1993 - August 1995
Job Controller at PC Mailing Services
Industry Accounting
Experience
PC Mailing Services January 2001 - Present
International Cancer Screening Laboratories January 1993 - November 2000
Benefit Planners January 1993 - August 1995
Education
The University of Texas at San Antonio 1980 — 1982
Accounting
Scituate High School 1972 — 1976
PC Mailing Services January 2001 - Present
International Cancer Screening Laboratories January 1993 - November 2000
Benefit Planners January 1993 - August 1995
Education
The University of Texas at San Antonio 1980 — 1982
Accounting
Scituate High School 1972 — 1976
Brian Mattson's Benefit Planners Experience March 1990 - July 2006
Job Chief Accounting Officer at South Texas Radiology Imaging Centers
Industry Accounting
Experience
South Texas Radiology Imaging Centers May 2008 - Present
Benefit Planners March 1990 - July 2006
Mazur Bennett Wellberg Associates 1988 - 1989
Deloitte Haskins and Sells June 1983 - April 1988
Education
University of Minnesota-Twin Cities 1979 — 1983
BS Accounting, Business/Accounting
South Texas Radiology Imaging Centers May 2008 - Present
Benefit Planners March 1990 - July 2006
Mazur Bennett Wellberg Associates 1988 - 1989
Deloitte Haskins and Sells June 1983 - April 1988
Education
University of Minnesota-Twin Cities 1979 — 1983
BS Accounting, Business/Accounting
Shannon Junek's Benefit Planners Experience September 1999 - July 2006
Job Vice President of Operations at WEBTPA
Industry Insurance
Experience
WEB-TPA July 2006 - Present
Benefit Planners September 1999 - July 2006
Skills
Insurance, Health Insurance, Process Improvement, Medicare, Employee Benefits, Team Building, Claim, Strategic Planning, Managed Care, Account Management, Leadership
Education
The University of Texas at San Antonio 1999 — 2002
BA, Criminal Justice
The University of Texas at San Antonio
WEB-TPA July 2006 - Present
Benefit Planners September 1999 - July 2006
Skills
Insurance, Health Insurance, Process Improvement, Medicare, Employee Benefits, Team Building, Claim, Strategic Planning, Managed Care, Account Management, Leadership
Education
The University of Texas at San Antonio 1999 — 2002
BA, Criminal Justice
The University of Texas at San Antonio
Debbie Weissmuller's Benefit Planners Experience January 2004 - February 2005
Job Office Manager at Beta Dermaceuticals, Inc.
Industry Pharmaceuticals
Experience
Beta Dermaceuticals, Inc. October 2005 - Present
Benefit Planners January 2004 - February 2005
Education
Texas Lutheran University 1995 — 1997
The University of Texas at San Antonio
Beta Dermaceuticals, Inc. October 2005 - Present
Benefit Planners January 2004 - February 2005
Education
Texas Lutheran University 1995 — 1997
The University of Texas at San Antonio
Irma Espejel's Benefit Planners Experience January 2002 - March 2007
Job Auditor at Health Claim Auditors, Inc.
Industry Insurance
Experience
HCA AuditorHealth Claim Auditors, Inc.April 2007 - Present
Benefit Planners January 2002 - March 2007
Education
Universidad Nacional Autónoma de México 1979 — 1982
International Relations
HCA AuditorHealth Claim Auditors, Inc.April 2007 - Present
Benefit Planners January 2002 - March 2007
Education
Universidad Nacional Autónoma de México 1979 — 1982
International Relations
Elvin Keeney's Benefit Planners Experience January 1999 - December 1999
Job Manager of Managed Care at University Health System
Industry Insurance
Experience
University Health System & Community Medicine Associates November 2014 - Present
United Healthcare March 2011 - October 2014
MultiPlan May 2009 - March 2011
Texas True Choice March 2008 - May 2009
Texas True Choice January 2007 - March 2008
Fiserv July 2007 - December 2007
Fiserv January 2000 - June 2007
Benefit Planners January 1999 - December 1999
Benefit Planners December 1996 - December 1997
Aetna December 1990 - December 1996
Skills
HIPAA, Microsoft Word, Account Management, Microsoft Office, Outlook, PowerPoint, Contract Negotiation, Strategic Planning, SQL, Process Improvement, Windows, Business Development, Network Development, PPO, Budgets, Medicare, Healthcare, Managed Care, Health Insurance, Medicaid, Insurance, Healthcare Industry, Healthcare Information...
Education
Texas Lutheran 1985 — 1990
BA, Mathematics, Kinesiology, Secondary Education
University Health System & Community Medicine Associates November 2014 - Present
United Healthcare March 2011 - October 2014
MultiPlan May 2009 - March 2011
Texas True Choice March 2008 - May 2009
Texas True Choice January 2007 - March 2008
Fiserv July 2007 - December 2007
Fiserv January 2000 - June 2007
Benefit Planners January 1999 - December 1999
Benefit Planners December 1996 - December 1997
Aetna December 1990 - December 1996
Skills
HIPAA, Microsoft Word, Account Management, Microsoft Office, Outlook, PowerPoint, Contract Negotiation, Strategic Planning, SQL, Process Improvement, Windows, Business Development, Network Development, PPO, Budgets, Medicare, Healthcare, Managed Care, Health Insurance, Medicaid, Insurance, Healthcare Industry, Healthcare Information...
Education
Texas Lutheran 1985 — 1990
BA, Mathematics, Kinesiology, Secondary Education
Branden Fortman's Benefit Planners Experience May 2000 - January 2003
Job Director of Client Management at CIGNA Group Insurance
Industry Insurance
Experience
Cigna September 2014 - Present
Fortman Insurance Services July 2011 - August 2014
CIGNA Group Insurance June 2006 - July 2011
Foundation One Insurance Services January 2003 - June 2006
Benefit Planners May 2000 - January 2003
Skills
Disability Insurance, Brokers, Property & Casualty..., Term Life Insurance, Health Insurance, Insurance, Health Savings Accounts, Employee Benefits, Accident, Underwriting, Life Insurance, Long-term Care, Commercial Insurance, Critical Illness, Medicare, Universal Life, Group Insurance, General Insurance, Fixed Annuities, Casualty, Umbrella Insurance, Workers Compensation, Accident Insurance
Education
The University of Texas at Dallas
Cigna September 2014 - Present
Fortman Insurance Services July 2011 - August 2014
CIGNA Group Insurance June 2006 - July 2011
Foundation One Insurance Services January 2003 - June 2006
Benefit Planners May 2000 - January 2003
Skills
Disability Insurance, Brokers, Property & Casualty..., Term Life Insurance, Health Insurance, Insurance, Health Savings Accounts, Employee Benefits, Accident, Underwriting, Life Insurance, Long-term Care, Commercial Insurance, Critical Illness, Medicare, Universal Life, Group Insurance, General Insurance, Fixed Annuities, Casualty, Umbrella Insurance, Workers Compensation, Accident Insurance
Education
The University of Texas at Dallas
Richard Mata's Benefit Planners Experience May 1994 - June 1996
Job Claims Specialist at SBS Administrative Services
Industry Insurance
Experience
SBS Administrative Services July 2010 - Present
Accredo Healthcare - a Medco Company August 2008 - July 2011
Benefit Planners May 1994 - June 1996
Aetna January 1982 - May 1994
Skills
Flexible Spending..., Healthcare Management, Claims Resolution, Customer Service, Health Insurance, Provider Enrollment, Litigation Management, Claims Handling, Workers Compensation, Claims Management, Customer Support, Provider Relations, Subrogation
Education
Thomas Jefferson University
none, Business Administration and Management, General
SBS Administrative Services July 2010 - Present
Accredo Healthcare - a Medco Company August 2008 - July 2011
Benefit Planners May 1994 - June 1996
Aetna January 1982 - May 1994
Skills
Flexible Spending..., Healthcare Management, Claims Resolution, Customer Service, Health Insurance, Provider Enrollment, Litigation Management, Claims Handling, Workers Compensation, Claims Management, Customer Support, Provider Relations, Subrogation
Education
Thomas Jefferson University
none, Business Administration and Management, General