Bolton & Company
Industry: Insurance company
DescriptionHeadquarters: Pasadena, CA Founded: 1931 Subsidiaries: Polenzani Benefits & Insurance Services, LLC,
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Bolton & Company Employees
Employee
Years
Job
Industry
Jay Alvaran Jay Alvaran's Bolton & Company Experience March 2008 - March 2009
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ MHM, LLC March 2014 - Present
Corporate Benefit Marketing March 2009 - March 2013
Bolton & Company March 2008 - March 2009
Hub International January 2007 - March 2008
Skills
Health Savings Accounts, Employee Benefits, COBRA, Disability Insurance, Health Insurance, Brokers, Health Care Reform, Insurance, Workers Compensation, Benefits Administration, Flexible Spending..., 401k, Term Life Insurance, Underwriting
Education
CSUN 2012 — 2015
Los Angeles Valley College 2004 — 2012
Associate of Arts (A.A.), Economics
CBIZ MHM, LLC March 2014 - Present
Corporate Benefit Marketing March 2009 - March 2013
Bolton & Company March 2008 - March 2009
Hub International January 2007 - March 2008
Skills
Health Savings Accounts, Employee Benefits, COBRA, Disability Insurance, Health Insurance, Brokers, Health Care Reform, Insurance, Workers Compensation, Benefits Administration, Flexible Spending..., 401k, Term Life Insurance, Underwriting
Education
CSUN 2012 — 2015
Los Angeles Valley College 2004 — 2012
Associate of Arts (A.A.), Economics
Jeannie DeLaura Jeannie DeLaura's Bolton & Company Experience 2009 - Present
Job Senior Vice President/Property & Casualty Broker/Non Profit Specialist
Industry Insurance
Experience
Bolton & Company 2009 - Present
PIHRA District 3 Board Member January 2011 - April 2011
pihra district 3 2011 - 2011
Robert Half International 2007 - 2009
Countrywide 2004 - 2007
Accredited Home Lenders 1990 - 2004
Accredited Home Lenders 1990 - 2000
Skills
Workers Compensation, Risk Management, Property & Casualty..., Commercial Insurance, Employment Practices..., non profit, Insurance, Casualty, Employee Benefits, Leadership, Brokers, Nonprofits, Professional Liability, Management, Strategic Planning, Term Life Insurance, Liability, Customer Service, Training, Underwriting, Non-profits, D&O, Legal Liability, General Insurance, Commercial Lines, Umbrella Insurance, Excess, Claim, Captives, Team Leadership, Claims Management, Carrier Relationships, Customer Experience
Education
San Diego State University-California State University
BS , Business Administration and Management, General
Travelers Insurance School
Bolton & Company 2009 - Present
PIHRA District 3 Board Member January 2011 - April 2011
pihra district 3 2011 - 2011
Robert Half International 2007 - 2009
Countrywide 2004 - 2007
Accredited Home Lenders 1990 - 2004
Accredited Home Lenders 1990 - 2000
Skills
Workers Compensation, Risk Management, Property & Casualty..., Commercial Insurance, Employment Practices..., non profit, Insurance, Casualty, Employee Benefits, Leadership, Brokers, Nonprofits, Professional Liability, Management, Strategic Planning, Term Life Insurance, Liability, Customer Service, Training, Underwriting, Non-profits, D&O, Legal Liability, General Insurance, Commercial Lines, Umbrella Insurance, Excess, Claim, Captives, Team Leadership, Claims Management, Carrier Relationships, Customer Experience
Education
San Diego State University-California State University
BS , Business Administration and Management, General
Travelers Insurance School
Heather Baumann Heather Baumann's Bolton & Company Experience October 2013 - Present
Job Assistant Vice President at Bolton & Company
Industry Insurance
Experience
Bolton & Company October 2013 - Present
ADP April 2012 - September 2013
Nordstrom December 2010 - April 2012
Nordstrom June 2007 - November 2010
Skills
Cold Calling, ADP Payroll, Sales, Sales Process, Account Management, Employee Benefits, Sales Presentations, Communication Skills, Time Management, Human Resources, Salesforce.com, Small Business, Customer Service, Training, Recruiting, Insurance
Education
California State University-Fullerton 2006 — 2010
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Bolton & Company October 2013 - Present
ADP April 2012 - September 2013
Nordstrom December 2010 - April 2012
Nordstrom June 2007 - November 2010
Skills
Cold Calling, ADP Payroll, Sales, Sales Process, Account Management, Employee Benefits, Sales Presentations, Communication Skills, Time Management, Human Resources, Salesforce.com, Small Business, Customer Service, Training, Recruiting, Insurance
Education
California State University-Fullerton 2006 — 2010
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Corey Tobin Corey Tobin's Bolton & Company Experience November 2014 - Present
Job Assistant Vice President at Bolton & Company
Industry Insurance
Experience
Bolton & Company November 2014 - Present
Jackson & Jackson Insurance Agents and Brokers July 2011 - November 2014
Br Building Inc. July 2009 - February 2011
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, General Liability, Health Insurance, Professional Liability, Health, Brokers, Commercial Lines, D&O, Customer Service, Risk Management, Legal Liability, Small Business, Liability, Umbrella Insurance, Underwriting, Claim, Claims Management, Account Management, Homeowners, General Insurance, Term Life Insurance, Employment Practices..., Employee Benefits, Inland Marine, Life Insurance, Excess, Reinsurance, Agents, Disability Insurance, Surety Bonds, Health Savings Accounts, Liability Analysis, Motorcycle, Property, Fixed Annuities, Customer Retention, Casualty, Casualty Insurance
Education
DeVry University 2009 — 2012
Bachelors, Business Administration
Bolton & Company November 2014 - Present
Jackson & Jackson Insurance Agents and Brokers July 2011 - November 2014
Br Building Inc. July 2009 - February 2011
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, General Liability, Health Insurance, Professional Liability, Health, Brokers, Commercial Lines, D&O, Customer Service, Risk Management, Legal Liability, Small Business, Liability, Umbrella Insurance, Underwriting, Claim, Claims Management, Account Management, Homeowners, General Insurance, Term Life Insurance, Employment Practices..., Employee Benefits, Inland Marine, Life Insurance, Excess, Reinsurance, Agents, Disability Insurance, Surety Bonds, Health Savings Accounts, Liability Analysis, Motorcycle, Property, Fixed Annuities, Customer Retention, Casualty, Casualty Insurance
Education
DeVry University 2009 — 2012
Bachelors, Business Administration
Greg Toumassian's Bolton & Company Experience August 2015 - Present
Job Branding & Communications Specialist at Bolton & Company
Industry Writing and Editing
Experience
Bolton & Company August 2015 - Present
Cal Poly Pomona Public Affairs/Alumni Affairs August 2014 - Present
Foothills Reader September 2012 - February 2015
Civic Publications May 2012 - May 2014
Tournament Magazine January 2013 - January 2014
Cal Poly Pomona September 2007 - June 2012
Southern California Public Radio October 2011 - April 2012
Skills
Newspaper, Newspapers, Books, Journalism, Music, Copy Editing, Image Editing, Audio Editing, Photography, Digital Photography, Editing, Editorial, Multimedia, Producing, Radio, Storytelling, Social Media, Creative Writing
Education
California State Polytechnic University-Pomona 2007 — 2011
BS, Journalism
Bolton & Company August 2015 - Present
Cal Poly Pomona Public Affairs/Alumni Affairs August 2014 - Present
Foothills Reader September 2012 - February 2015
Civic Publications May 2012 - May 2014
Tournament Magazine January 2013 - January 2014
Cal Poly Pomona September 2007 - June 2012
Southern California Public Radio October 2011 - April 2012
Skills
Newspaper, Newspapers, Books, Journalism, Music, Copy Editing, Image Editing, Audio Editing, Photography, Digital Photography, Editing, Editorial, Multimedia, Producing, Radio, Storytelling, Social Media, Creative Writing
Education
California State Polytechnic University-Pomona 2007 — 2011
BS, Journalism
Nicholle Trugman's Bolton & Company Experience July 2015 - Present
Job Senior Account Executive
Industry Insurance
Experience
Bolton & Company July 2015 - Present
Valence Resource Group December 2009 - June 2015
Williams-Sonoma, Inc. (West Elm Division) 2005 - 2008
Gap Inc. 2003 - 2005
New York & Company 2002 - 2003
Skills
Employee Benefits, Employee Relations, Benefits Negotiation, Employee Benefits Design, Benefits Administration, Benefit Cost Analysis, Microsoft Word, Human Resources, Employee Wellness..., Recruiting, Workers Compensation, Payroll, FMLA, Talent Management, Training, Interviews, Leadership, Insurance, Sales, Management, Marketing, Health Insurance
Education
Humboldt State University
Bachelor's Degree, Political Science and Government
University of California, Riverside
Bachelor's Degree, Political Science and Government
Bolton & Company July 2015 - Present
Valence Resource Group December 2009 - June 2015
Williams-Sonoma, Inc. (West Elm Division) 2005 - 2008
Gap Inc. 2003 - 2005
New York & Company 2002 - 2003
Skills
Employee Benefits, Employee Relations, Benefits Negotiation, Employee Benefits Design, Benefits Administration, Benefit Cost Analysis, Microsoft Word, Human Resources, Employee Wellness..., Recruiting, Workers Compensation, Payroll, FMLA, Talent Management, Training, Interviews, Leadership, Insurance, Sales, Management, Marketing, Health Insurance
Education
Humboldt State University
Bachelor's Degree, Political Science and Government
University of California, Riverside
Bachelor's Degree, Political Science and Government
Kimberly Marrone's Bolton & Company Experience March 2015 - Present
Job Employee Benefits Assistant at Bolton & Company
Industry
Experience
Bolton & Company March 2015 - Present
Valley Clinical Trials March 2014 - March 2015
Caddie Connection November 2011 - February 2014
Private Nanny November 2011 - February 2014
Frank Marrone and Sons Plumbing June 2013 - January 2014
YMCA of West San Gabriel Valley June 2011 - August 2011
Beachworks, A Billabong Company March 2009 - December 2010
Skills
Microsoft Office, QuickBooks, Teaching, Time Management, Leadership, Volunteer, Childcare, Organization, Management, Customer Service, Event Management, Research, Facebook, Microsoft Excel
Education
University of California, Los Angeles
Bachelors of Art, Psychology
Bolton & Company March 2015 - Present
Valley Clinical Trials March 2014 - March 2015
Caddie Connection November 2011 - February 2014
Private Nanny November 2011 - February 2014
Frank Marrone and Sons Plumbing June 2013 - January 2014
YMCA of West San Gabriel Valley June 2011 - August 2011
Beachworks, A Billabong Company March 2009 - December 2010
Skills
Microsoft Office, QuickBooks, Teaching, Time Management, Leadership, Volunteer, Childcare, Organization, Management, Customer Service, Event Management, Research, Facebook, Microsoft Excel
Education
University of California, Los Angeles
Bachelors of Art, Psychology
B. Oliver Baldridge B. Oliver Baldridge's Bolton & Company Experience November 2011 - July 2012
Job Team Lead User Operations at Yelp
Industry Investment Management
Experience
Yelp April 2015 - Present
Yelp February 2014 - Present
Yelp May 2013 - February 2014
Vital Climbing SF October 2012 - May 2013
Bolton & Company November 2011 - July 2012
Coseo Properties November 2010 - January 2011
ViaSat Inc February 2010 - May 2010
Lambesis Agency June 2008 - September 2008
Skills
Corporate Finance, Product Development, Product Management, Product Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Microsoft Publisher, Windows, Mac OS X, Team-oriented, Highly motivated..., Operations Management, Marketing Strategy, Finance, Project Finance, Marketing, Market Research, Leadership, New Business Development, Strategy, Business Development, Forecasting, Sales, Management, Business Planning, Analysis, Analytics, Sales Management, Advertising
Education
Azusa Pacific University 2011 — 2012
Master of Business Administration (MBA)
Azusa Pacific University, California
Bachelor of Arts, Economics; Economics
Yelp April 2015 - Present
Yelp February 2014 - Present
Yelp May 2013 - February 2014
Vital Climbing SF October 2012 - May 2013
Bolton & Company November 2011 - July 2012
Coseo Properties November 2010 - January 2011
ViaSat Inc February 2010 - May 2010
Lambesis Agency June 2008 - September 2008
Skills
Corporate Finance, Product Development, Product Management, Product Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Microsoft Publisher, Windows, Mac OS X, Team-oriented, Highly motivated..., Operations Management, Marketing Strategy, Finance, Project Finance, Marketing, Market Research, Leadership, New Business Development, Strategy, Business Development, Forecasting, Sales, Management, Business Planning, Analysis, Analytics, Sales Management, Advertising
Education
Azusa Pacific University 2011 — 2012
Master of Business Administration (MBA)
Azusa Pacific University, California
Bachelor of Arts, Economics; Economics
Rob Boldt, MBA's Bolton & Company Experience June 2014 - Present
Job Employee Benefits Broker Consultant I Strategist I Speaker
Industry Human Resources
Experience
Bolton & Company June 2014 - Present
PIHRA Gateway Cities August 2014 - Present
Boldt Communications August 2010 - Present
Russ Reid Company November 2010 - June 2014
Maranatha High School August 2007 - July 2010
Skills
Marketing Strategy, Integrated Marketing, Strategy, Marketing, Direct Marketing, Management, Leadership, Market Research, Social Media, Fundraising, Public Speaking, Competitive Analysis, Nonprofits, SEM, Digital Marketing, Digital Media, Budgets, Non-profits, SEO, Employee Benefits, Human, Benefits Administration, Compensation & Benefits, Health Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2011
MBA, Global Business, Magna Cum Laude
Azusa Pacific University 2002 — 2006
BA, Theology, Biblical Studies, Spanish
Bolton & Company June 2014 - Present
PIHRA Gateway Cities August 2014 - Present
Boldt Communications August 2010 - Present
Russ Reid Company November 2010 - June 2014
Maranatha High School August 2007 - July 2010
Skills
Marketing Strategy, Integrated Marketing, Strategy, Marketing, Direct Marketing, Management, Leadership, Market Research, Social Media, Fundraising, Public Speaking, Competitive Analysis, Nonprofits, SEM, Digital Marketing, Digital Media, Budgets, Non-profits, SEO, Employee Benefits, Human, Benefits Administration, Compensation & Benefits, Health Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2011
MBA, Global Business, Magna Cum Laude
Azusa Pacific University 2002 — 2006
BA, Theology, Biblical Studies, Spanish
Hector Villarroel Hector Villarroel's Bolton & Company Experience July 2008 - Present
Job Vice President Bolton Business Solutions
Industry Insurance
Experience
Bolton & Company July 2008 - Present
Skills
Employee Benefits, Insurance, Property & Casualty..., Brokers, Commercial Insurance, Risk Management, Life Insurance, Health Savings Accounts, Disability Insurance, Health Insurance, General Insurance, Professional Liability, Underwriting, Legal Liability, Management
Education
Cal State Fullerton 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Bolton & Company July 2008 - Present
Skills
Employee Benefits, Insurance, Property & Casualty..., Brokers, Commercial Insurance, Risk Management, Life Insurance, Health Savings Accounts, Disability Insurance, Health Insurance, General Insurance, Professional Liability, Underwriting, Legal Liability, Management
Education
Cal State Fullerton 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Allyn Heck, CSFS-HCAA Allyn Heck, CSFS-HCAA's Bolton & Company Experience January 2011 - May 2013
Job Director of Underwriting, California Markets, at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare March 2014 - Present
Total Rewards Group - LinkedIn 2010 - 2015
Total Rewards Group - LinkedIn 2010 - 2015
UnitedHealthcare August 2013 - February 2014
Bolton & Company January 2011 - May 2013
Glendale Healthy Kids (GHK) 2007 - 2013
Professionals In Human Resources Association (PIHRA) 2007 - 2013
Arthur J. Gallagher & Co. December 2006 - June 2010
Buck Consultants June 2001 - October 2006
Maxicare Health Plans, Inc. August 2000 - May 2001
Skills
Employment Law, Employee Benefits, Building Relationships, Business Strategy, Board Development, Non-profit..., Enterprise Risk..., Self-Funding and..., Leadership, Talent Management, Benefits Administration, Employee Relations, Leadership Development, Insurance, Recruiting, Strategic Planning, Management, Risk Management, Human Resources, Strategy, Nonprofits, Program Management, Mergers & Acquisitions, Personnel Management, Succession Planning, Workers Compensation, Underwriting, Health Insurance, Onboarding, Deferred Compensation, Brokers, Healthcare, Consulting, Performance Management, Employee Engagement, Disability Insurance, Organizational..., College Recruiting, Executive Management, Business Process..., Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo
Math Education major, Business minor
UnitedHealthcare March 2014 - Present
Total Rewards Group - LinkedIn 2010 - 2015
Total Rewards Group - LinkedIn 2010 - 2015
UnitedHealthcare August 2013 - February 2014
Bolton & Company January 2011 - May 2013
Glendale Healthy Kids (GHK) 2007 - 2013
Professionals In Human Resources Association (PIHRA) 2007 - 2013
Arthur J. Gallagher & Co. December 2006 - June 2010
Buck Consultants June 2001 - October 2006
Maxicare Health Plans, Inc. August 2000 - May 2001
Skills
Employment Law, Employee Benefits, Building Relationships, Business Strategy, Board Development, Non-profit..., Enterprise Risk..., Self-Funding and..., Leadership, Talent Management, Benefits Administration, Employee Relations, Leadership Development, Insurance, Recruiting, Strategic Planning, Management, Risk Management, Human Resources, Strategy, Nonprofits, Program Management, Mergers & Acquisitions, Personnel Management, Succession Planning, Workers Compensation, Underwriting, Health Insurance, Onboarding, Deferred Compensation, Brokers, Healthcare, Consulting, Performance Management, Employee Engagement, Disability Insurance, Organizational..., College Recruiting, Executive Management, Business Process..., Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo
Math Education major, Business minor
Lyeng Ia Lyeng Ia's Bolton & Company Experience December 2014 - Present
Job Property & Casualty Broker at Bolton & Company
Industry Insurance
Experience
Bolton & Company December 2014 - Present
CBIZ August 2013 - December 2014
Millennium Corporate Solutions May 2010 - August 2013
Lockton Companies March 2007 - April 2010
Grosslight Insurance Inc. January 2004 - March 2007
GNW-Evergreen Insurance, LLC October 2002 - January 2004
Skills
Property & Casualty..., Employment Practices..., Insurance, Professional Liability, Commercial Insurance, Accountants, Workers Compensation, Brokers, D&O, Liability, Commercial Lines, Legal Liability, Casualty, Marketing, Account Management, Claims Management, Underwriting, General Insurance, Inland Marine, Negotiation, Umbrella Insurance, Customer Service
Education
University of California, Los Angeles 1997 — 2002
Bachelor, Sociology/Asian American Studies
Bolton & Company December 2014 - Present
CBIZ August 2013 - December 2014
Millennium Corporate Solutions May 2010 - August 2013
Lockton Companies March 2007 - April 2010
Grosslight Insurance Inc. January 2004 - March 2007
GNW-Evergreen Insurance, LLC October 2002 - January 2004
Skills
Property & Casualty..., Employment Practices..., Insurance, Professional Liability, Commercial Insurance, Accountants, Workers Compensation, Brokers, D&O, Liability, Commercial Lines, Legal Liability, Casualty, Marketing, Account Management, Claims Management, Underwriting, General Insurance, Inland Marine, Negotiation, Umbrella Insurance, Customer Service
Education
University of California, Los Angeles 1997 — 2002
Bachelor, Sociology/Asian American Studies
Charlie Layton's Bolton & Company Experience May 2015 - Present
Job Accounting Intern at Bolton & Company
Industry
Experience
Bolton & Company May 2015 - Present
Learning Enrichment Center September 2014 - Present
Office of Orientations and Transitions December 2013 - December 2014
MBT Marketing Communications, Inc. June 2014 - August 2014
L'APEU Study Abroad March 2014 - June 2014
Nordstrom June 2013 - August 2013
Skills
Customer Service, Public Speaking, Research, Leadership, Report Writing, Academic Tutoring, Social Media Marketing, Retail Sales, Interviews, Event Planning, Teamwork, Marketing
Education
Azusa Pacific University 2012 — 2016
Bachelor of Science (B.S.), Finance
Bolton & Company May 2015 - Present
Learning Enrichment Center September 2014 - Present
Office of Orientations and Transitions December 2013 - December 2014
MBT Marketing Communications, Inc. June 2014 - August 2014
L'APEU Study Abroad March 2014 - June 2014
Nordstrom June 2013 - August 2013
Skills
Customer Service, Public Speaking, Research, Leadership, Report Writing, Academic Tutoring, Social Media Marketing, Retail Sales, Interviews, Event Planning, Teamwork, Marketing
Education
Azusa Pacific University 2012 — 2016
Bachelor of Science (B.S.), Finance
Jerry N. Thacker CIC's Bolton & Company Experience December 2013 - Present
Job Bolton & Company
Industry Insurance
Experience
Bolton & Company December 2013 - Present
Insurance Associates of KY June 2013 - December 2013
Madison Insurance Agency 2007 - June 2013
Skills
Commercial Insurance, Life Insurance, Health Insurance, Personal Insurance, Marketing Strategy, New Business Development, Qualifying Prospects, Sales Management, Risk Management, Insurance, Property & Casualty...
Education
Eastern Kentucky University 1996 — 1999
Bachelor's degree, Insurance & Risk Management
Bolton & Company December 2013 - Present
Insurance Associates of KY June 2013 - December 2013
Madison Insurance Agency 2007 - June 2013
Skills
Commercial Insurance, Life Insurance, Health Insurance, Personal Insurance, Marketing Strategy, New Business Development, Qualifying Prospects, Sales Management, Risk Management, Insurance, Property & Casualty...
Education
Eastern Kentucky University 1996 — 1999
Bachelor's degree, Insurance & Risk Management
JOHANNA ALVAREZ JOHANNA ALVAREZ's Bolton & Company Experience January 2015 - Present
Job Senior Account Manager
Industry Insurance
Experience
Bolton & Company January 2015 - Present
Bolton & Company January 2014 - January 2015
MOC Insurance Services August 2008 - January 2014
MOC Insurance Services August 2008 - July 2011
inAssist July 2007 - August 2008
Gap Inc./Banana Republic November 1999 - January 2007
Skills
Bilingual-Spanish, Leadership Development, Health Savings Accounts, Employee Benefits, Insurance, Workers Compensation, Brokers, Commercial Insurance, Property & Casualty..., Health Insurance, Customer Service, General Insurance, New Business Development, Disability Insurance, Business Development, Professional Liability
Education
University of California, Los Angeles
BA, American Lit & Culture
Bolton & Company January 2015 - Present
Bolton & Company January 2014 - January 2015
MOC Insurance Services August 2008 - January 2014
MOC Insurance Services August 2008 - July 2011
inAssist July 2007 - August 2008
Gap Inc./Banana Republic November 1999 - January 2007
Skills
Bilingual-Spanish, Leadership Development, Health Savings Accounts, Employee Benefits, Insurance, Workers Compensation, Brokers, Commercial Insurance, Property & Casualty..., Health Insurance, Customer Service, General Insurance, New Business Development, Disability Insurance, Business Development, Professional Liability
Education
University of California, Los Angeles
BA, American Lit & Culture
Kimberly Rios Kimberly Rios's Bolton & Company Experience June 2013 - May 2014
Job Communications Coordinator at East Valley Community Health Center
Industry Public Relations and Communications
Experience
East Valley Community Health Center June 2014 - Present
Azusa Pacific University May 2011 - June 2014
Bolton & Company June 2013 - May 2014
Azusa Unified School District September 2011 - January 2013
Payless ShoeSource April 2010 - October 2010
Skills
Public Relations, Marketing, Event Planning, Media Relations, Public Speaking, Leadership, Small Group..., Organizational..., Persuasion, Graphic Design, Social Networking, Conflict Management, Interpersonal..., Health Care..., Fundraising, Corporate Branding, Employee Training, Social Media
Education
Azusa Pacific University 2013 — 2014
Master's Degree, Business Management
Azusa Pacific University 2009 — 2013
Bachelor of Arts (B.A.), Communication Studies
East Valley Community Health Center June 2014 - Present
Azusa Pacific University May 2011 - June 2014
Bolton & Company June 2013 - May 2014
Azusa Unified School District September 2011 - January 2013
Payless ShoeSource April 2010 - October 2010
Skills
Public Relations, Marketing, Event Planning, Media Relations, Public Speaking, Leadership, Small Group..., Organizational..., Persuasion, Graphic Design, Social Networking, Conflict Management, Interpersonal..., Health Care..., Fundraising, Corporate Branding, Employee Training, Social Media
Education
Azusa Pacific University 2013 — 2014
Master's Degree, Business Management
Azusa Pacific University 2009 — 2013
Bachelor of Arts (B.A.), Communication Studies
Stacy McCullough, SPHR-CA, SHRM-SCP Stacy McCullough, SPHR-CA, SHRM-SCP's Bolton & Company Experience 2003 - Present
Job Vice President, Human Resources at Bolton & Co.
Industry Insurance
Experience
Bolton & Company 2003 - Present
Chubb Executive Risk 1997 - 2000
Sullivan, Kelly & Associates 1990 - 1997
Skills
Workers Compensation, Employee Relations, Change Management, Strategic Planning, Benefits Administration, HRIS, Generalist Duties, Performance Management, HR Policies, Organizational..., HR Consulting, Employee Engagement, Insurance, Deferred Compensation, Personnel Management, Recruiting, New Hire Orientations, Training, Strategy, Onboarding, FMLA, Human Resources, Talent Acquisition, Talent Management, College Recruiting, Management, Leadership, Employee Benefits
Education
Claremont Graduate University 2001 — 2003
MS, Human Resources Design
University of California, Berkeley 1983 — 1987
BA, Social Science
Bolton & Company 2003 - Present
Chubb Executive Risk 1997 - 2000
Sullivan, Kelly & Associates 1990 - 1997
Skills
Workers Compensation, Employee Relations, Change Management, Strategic Planning, Benefits Administration, HRIS, Generalist Duties, Performance Management, HR Policies, Organizational..., HR Consulting, Employee Engagement, Insurance, Deferred Compensation, Personnel Management, Recruiting, New Hire Orientations, Training, Strategy, Onboarding, FMLA, Human Resources, Talent Acquisition, Talent Management, College Recruiting, Management, Leadership, Employee Benefits
Education
Claremont Graduate University 2001 — 2003
MS, Human Resources Design
University of California, Berkeley 1983 — 1987
BA, Social Science
Phillip D. Williams Phillip D. Williams's Bolton & Company Experience May 2008 - August 2011
Job Com'l Property Program Coordinator/R.E.Agent/TV Actor
Industry Insurance
Experience
M.G. Skinner & Assoc. September 2013 - Present
Bolton & Company May 2008 - August 2011
Lockton Companies February 2006 - April 2008
Hilb Rogal & Hobbs January 2004 - January 2006
Allianz Global Corporate & Specialty September 2003 - September 2004
Chubb Insurance August 1996 - August 2003
Internationa City Bank of Long Beach 1994 - 1996
Skills
Commercial Insurance, Umbrella Insurance, Underwriting, Professional Liability, Workers Compensation, Insurance, Property, Inland Marine, Excess, D, Legal Liability, Property, Casualty Insurance
Education
University of Southern California 2014 — 2014
Certification, Business Leadership Economic development
El Camino College
Small Business Administration/Management
M.G. Skinner & Assoc. September 2013 - Present
Bolton & Company May 2008 - August 2011
Lockton Companies February 2006 - April 2008
Hilb Rogal & Hobbs January 2004 - January 2006
Allianz Global Corporate & Specialty September 2003 - September 2004
Chubb Insurance August 1996 - August 2003
Internationa City Bank of Long Beach 1994 - 1996
Skills
Commercial Insurance, Umbrella Insurance, Underwriting, Professional Liability, Workers Compensation, Insurance, Property, Inland Marine, Excess, D, Legal Liability, Property, Casualty Insurance
Education
University of Southern California 2014 — 2014
Certification, Business Leadership Economic development
El Camino College
Small Business Administration/Management
Daniele Deets's Bolton & Company Experience April 2013 - Present
Job Account Manager at Bolton & Company
Industry Insurance
Experience
Bolton & Company April 2013 - Present
SullivanCurtisMonroe April 2007 - April 2013
Skills
Insurance, Disability Insurance, Property & Casualty..., Account Management, Employee Benefits, Brokers, Workers Compensation, Health Insurance, Microsoft Word, Underwriting, Microsoft Excel
Education
Pasadena City College 2000 — 2002
Fashion/Apparel Design
Pasadena City College 1999 — 2002
Dental Assisting/Assistant
Bolton & Company April 2013 - Present
SullivanCurtisMonroe April 2007 - April 2013
Skills
Insurance, Disability Insurance, Property & Casualty..., Account Management, Employee Benefits, Brokers, Workers Compensation, Health Insurance, Microsoft Word, Underwriting, Microsoft Excel
Education
Pasadena City College 2000 — 2002
Fashion/Apparel Design
Pasadena City College 1999 — 2002
Dental Assisting/Assistant
Gerlie Ryan, CISR Gerlie Ryan, CISR's Bolton & Company Experience May 1997 - March 2006
Job Commercial Lines Account Manager at Capstone Brokerage, Inc
Industry Insurance
Experience
Capstone Brokerage, Inc October 2013 - Present
Assurance Ltd. July 2010 - October 2013
Cragin & Pike August 2007 - July 2010
Bolton & Company May 1997 - March 2006
Mutual Insurance Agency August 1993 - May 1997
Skills
Commercial Insurance, Professional Liability, Legal Liability, Workers Compensation, Umbrella Insurance, Directors & Officers..., Property & Casualty..., Inland Marine, Liability, Insurance, General Insurance, Casualty, Employment Practices..., Claim, Commercial Lines, Property, E&O, Excess, Underwriting, construction industry
Education
Citrus College 1990 — 1992
AA, Fine Arts
Arcadia High School 1983 — 1986
High School Diploma, Fine Arts
Capstone Brokerage, Inc October 2013 - Present
Assurance Ltd. July 2010 - October 2013
Cragin & Pike August 2007 - July 2010
Bolton & Company May 1997 - March 2006
Mutual Insurance Agency August 1993 - May 1997
Skills
Commercial Insurance, Professional Liability, Legal Liability, Workers Compensation, Umbrella Insurance, Directors & Officers..., Property & Casualty..., Inland Marine, Liability, Insurance, General Insurance, Casualty, Employment Practices..., Claim, Commercial Lines, Property, E&O, Excess, Underwriting, construction industry
Education
Citrus College 1990 — 1992
AA, Fine Arts
Arcadia High School 1983 — 1986
High School Diploma, Fine Arts
Greg Doherty Greg Doherty's Bolton & Company Experience August 2014 - Present
Job I help dietary supplement companies manage their insurance coverage and costs. Startups welcome!
Industry Insurance
Experience
Bolton & Company August 2014 - Present
Poms & Associates Insurance Brokers, Inc. April 2001 - August 2014
Skills
Insurance, Strategic Planning, New Business Development, Risk Management, Marketing, Workers Compensation, Small Business, Brokers, Property & Casualty..., Coaching, Healthcare, Health Insurance, Marketing Strategy, Employee Benefits, Legal Liability, Entrepreneurship, Product Development, Management, Sales Management
Education
University of California, Santa Barbara 1967 — 1971
BS
Bolton & Company August 2014 - Present
Poms & Associates Insurance Brokers, Inc. April 2001 - August 2014
Skills
Insurance, Strategic Planning, New Business Development, Risk Management, Marketing, Workers Compensation, Small Business, Brokers, Property & Casualty..., Coaching, Healthcare, Health Insurance, Marketing Strategy, Employee Benefits, Legal Liability, Entrepreneurship, Product Development, Management, Sales Management
Education
University of California, Santa Barbara 1967 — 1971
BS
Holly Sousa Holly Sousa's Bolton & Company Experience June 2013 - April 2014
Job Management Trainee at Enterprise Holdings
Industry Management Consulting
Experience
Enterprise Holdings September 2014 - Present
Bolton & Company June 2013 - April 2014
Tri Valley Golf Center May 2012 - August 2012
Azusa Pacific University August 2011 - December 2011
Assumption School August 2009 - June 2011
Anchor Blue Retail Group April 2008 - November 2009
Skills
Leadership, Customer Satisfaction, Customer Service, Sales, Marketing, Procurement, Conflict Resolution, Cashiering, Facebook, Time Management, Data Entry, Critical Thinking, Filing, Real Estate, Phone Etiquette
Education
Azusa Pacific University 2013 — 2014
Master's degree, Management
Azusa Pacific University 2011 — 2013
Bachelor's degree, Psychology
Enterprise Holdings September 2014 - Present
Bolton & Company June 2013 - April 2014
Tri Valley Golf Center May 2012 - August 2012
Azusa Pacific University August 2011 - December 2011
Assumption School August 2009 - June 2011
Anchor Blue Retail Group April 2008 - November 2009
Skills
Leadership, Customer Satisfaction, Customer Service, Sales, Marketing, Procurement, Conflict Resolution, Cashiering, Facebook, Time Management, Data Entry, Critical Thinking, Filing, Real Estate, Phone Etiquette
Education
Azusa Pacific University 2013 — 2014
Master's degree, Management
Azusa Pacific University 2011 — 2013
Bachelor's degree, Psychology
Martha Hosie, PHR Martha Hosie, PHR's Bolton & Company Experience June 2011 - Present
Job Senior Account Executive at Bolton & Company
Industry Insurance
Experience
Bolton & Company June 2011 - Present
Bolton & Company September 2008 - June 2011
Lockton Companies June 2007 - September 2008
Anthem December 1995 - May 2005
Skills
Health Savings Accounts, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Insurance, Flexible Spending..., COBRA, Health Care Reform, Claim, Life Insurance, Long-term Care, Benefits Administration, Term Life Insurance, Open Enrollment, Group Insurance, 401k, Leadership, Employee Engagement, Business Strategy, Corporate Communications, Leadership Development, Property & Casualty..., Captives, Reinsurance, Strategic Planning, Commercial Insurance
Education
Los Angeles Pierce College 1999 — 2001
AA, Business Adminstration
SHRM (HRCI)
PHR
Bolton & Company June 2011 - Present
Bolton & Company September 2008 - June 2011
Lockton Companies June 2007 - September 2008
Anthem December 1995 - May 2005
Skills
Health Savings Accounts, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Insurance, Flexible Spending..., COBRA, Health Care Reform, Claim, Life Insurance, Long-term Care, Benefits Administration, Term Life Insurance, Open Enrollment, Group Insurance, 401k, Leadership, Employee Engagement, Business Strategy, Corporate Communications, Leadership Development, Property & Casualty..., Captives, Reinsurance, Strategic Planning, Commercial Insurance
Education
Los Angeles Pierce College 1999 — 2001
AA, Business Adminstration
SHRM (HRCI)
PHR
Wendee Allen's Bolton & Company Experience August 2010 - 2011
Job Sales Executive at Momentous Insurance Brokerage, Inc.
Industry Insurance
Experience
Momentous Insurance Brokerage, Inc. August 2011 - Present
Allen & Associates January 1995 - 2012
Bolton & Company August 2010 - 2011
USI Insurance Services February 2009 - August 2010
Reliance Standard March 2005 - March 2009
Unum February 2001 - February 2005
Athens Insurance Services January 1995 - January 1996
Great-West Life January 1991 - March 1995
Inland Southern Insurance Services January 1981 - January 1991
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Account Management, Brokers, Property, Long-term Care, Health Care Reform, Health Savings Accounts, Group Insurance, Life Insurance, Benefits Administration, Workers Compensation, Healthcare, Sales, Property & Casualty..., Entrepreneurship, Team Building, Contract Negotiation, Self-funded, Employee Wellness, Sales Management, Underwriting, Leadership, Business Strategy, Team Leadership, Term Life Insurance, Professional Liability, Strategic Planning, Leadership Development
Education
California State Polytechnic University-Pomona 1993 — 1997
International Business, Marketing
Chaffey Community College 1985 — 1987
Business Administration, Business Administration, General Education
Momentous Insurance Brokerage, Inc. August 2011 - Present
Allen & Associates January 1995 - 2012
Bolton & Company August 2010 - 2011
USI Insurance Services February 2009 - August 2010
Reliance Standard March 2005 - March 2009
Unum February 2001 - February 2005
Athens Insurance Services January 1995 - January 1996
Great-West Life January 1991 - March 1995
Inland Southern Insurance Services January 1981 - January 1991
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Account Management, Brokers, Property, Long-term Care, Health Care Reform, Health Savings Accounts, Group Insurance, Life Insurance, Benefits Administration, Workers Compensation, Healthcare, Sales, Property & Casualty..., Entrepreneurship, Team Building, Contract Negotiation, Self-funded, Employee Wellness, Sales Management, Underwriting, Leadership, Business Strategy, Team Leadership, Term Life Insurance, Professional Liability, Strategic Planning, Leadership Development
Education
California State Polytechnic University-Pomona 1993 — 1997
International Business, Marketing
Chaffey Community College 1985 — 1987
Business Administration, Business Administration, General Education
Jason Baltazar Jason Baltazar's Bolton & Company Experience October 1999 - Present
Job Vice President of Information Technology at Bolton & Company
Industry Insurance
Experience
Bolton & Company October 1999 - Present
Bolton & Company July 1987 - October 1999
Skills
Risk Management, Insurance, Vendor Management, Strategic Planning, Project Management, Change Management, Leadership, Strategy, Business Strategy, Management, Operations Management, Account Management, Contract Negotiation, Business Development, Management Consulting, Workers Compensation, Commercial Insurance, Property & Casualty..., Underwriting
Education
University of Phoenix 1992 — 1995
Bachelor of Science, Business Administration
De La Salle University 1984 — 1987
Accounting
Bolton & Company October 1999 - Present
Bolton & Company July 1987 - October 1999
Skills
Risk Management, Insurance, Vendor Management, Strategic Planning, Project Management, Change Management, Leadership, Strategy, Business Strategy, Management, Operations Management, Account Management, Contract Negotiation, Business Development, Management Consulting, Workers Compensation, Commercial Insurance, Property & Casualty..., Underwriting
Education
University of Phoenix 1992 — 1995
Bachelor of Science, Business Administration
De La Salle University 1984 — 1987
Accounting
Stefanie Nobriga, CAE's Bolton & Company Experience May 2006 - Present
Job Senior Corporate Health & Risk Consultant/Senior Ergonomic Consultant at Bolton & Company
Industry Insurance
Experience
Bolton & Company May 2006 - Present
Golds Gym June 2011 - Present
24 Hour Fitness June 2002 - Present
UFC GYM 2010 - June 2011
State Compensation Insurance Fund November 1986 - May 2006
Skills
Workers Compensation, Insurance, Employee Benefits, Ergonomics, Wellness, Yoga, Benefits Administration, Property & Casualty..., Employee Wellness, Risk Management, Training, Health Insurance, Risk Assessment, Fitness, Pilates, Claim, Underwriting, Employee Wellness...
Education
California State Polytechnic University-Pomona
BS (Business Adminstration), Management and Human Resources
GHS
Bolton & Company May 2006 - Present
Golds Gym June 2011 - Present
24 Hour Fitness June 2002 - Present
UFC GYM 2010 - June 2011
State Compensation Insurance Fund November 1986 - May 2006
Skills
Workers Compensation, Insurance, Employee Benefits, Ergonomics, Wellness, Yoga, Benefits Administration, Property & Casualty..., Employee Wellness, Risk Management, Training, Health Insurance, Risk Assessment, Fitness, Pilates, Claim, Underwriting, Employee Wellness...
Education
California State Polytechnic University-Pomona
BS (Business Adminstration), Management and Human Resources
GHS
Jeffrey Lang Jeffrey Lang's Bolton & Company Experience April 2011 - November 2012
Job Vice President National Segment Leader at ACE Group
Industry Insurance
Experience
ACE Group April 2014 - Present
ESIS November 2012 - April 2014
Bolton & Company April 2011 - November 2012
White & Company Insurance August 2010 - March 2011
White Sutton & Company August 2010 - March 2011
Wells Fargo Insurance Services, Inc. April 1999 - August 2010
IBA West Board of Directors 2009 - 2010
IBA Consultants West, LLC 1999 - 2009
Speare & Company 1999 - 2004
IIABA Los Angeles 2000 - 2001
Skills
Professional Liability, Legal Liability, Property & Casualty..., Property, Workers Compensation, Commercial Insurance, Risk Management, Underwriting, Insurance, Commercial Lines, Claim, Liability, D&O, Medicare, Enterprise Risk..., Leadership, Claims Management, Casualty, Sales, Training, Account Management, Disability Insurance, Forecasting, Negotiation, Business, Marketing, Litigation Management, Brokers, Management, Risk Assessment, Employee Benefits, General Insurance, Homeowners, Retirement Planning, Umbrella Insurance, Reinsurance, Excess, Term Life Insurance, Employment Practices..., Health Insurance, Life Insurance, New Business Development, Financial Risk, Fixed Annuities, Executive Management, Analysis, Financial Analysis, Claim Investigation, Finance, Insurance Brokerage
Education
University of Southern California 1990 — 1994
BA / BS, Communications / Marketing
ACE Group April 2014 - Present
ESIS November 2012 - April 2014
Bolton & Company April 2011 - November 2012
White & Company Insurance August 2010 - March 2011
White Sutton & Company August 2010 - March 2011
Wells Fargo Insurance Services, Inc. April 1999 - August 2010
IBA West Board of Directors 2009 - 2010
IBA Consultants West, LLC 1999 - 2009
Speare & Company 1999 - 2004
IIABA Los Angeles 2000 - 2001
Skills
Professional Liability, Legal Liability, Property & Casualty..., Property, Workers Compensation, Commercial Insurance, Risk Management, Underwriting, Insurance, Commercial Lines, Claim, Liability, D&O, Medicare, Enterprise Risk..., Leadership, Claims Management, Casualty, Sales, Training, Account Management, Disability Insurance, Forecasting, Negotiation, Business, Marketing, Litigation Management, Brokers, Management, Risk Assessment, Employee Benefits, General Insurance, Homeowners, Retirement Planning, Umbrella Insurance, Reinsurance, Excess, Term Life Insurance, Employment Practices..., Health Insurance, Life Insurance, New Business Development, Financial Risk, Fixed Annuities, Executive Management, Analysis, Financial Analysis, Claim Investigation, Finance, Insurance Brokerage
Education
University of Southern California 1990 — 1994
BA / BS, Communications / Marketing
Kristen Knoble Kristen Knoble's Bolton & Company Experience July 2011 - March 2014
Job Account Executive at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt April 2014 - Present
Bolton & Company July 2011 - March 2014
Lockton Companies January 2007 - June 2011
Bolton & Company February 2002 - January 2007
Skills
Proactive, Strategic, Creative, Strategy, Employee Benefits, Insurance, Health Care Reform, Life Insurance, Health Insurance, Creativity, Disability Insurance, Health Savings Accounts, Benefits Administration, Brokers, Claim, COBRA, Employment Practices..., Flexible Spending..., Human Resources, Long-term Care, Professional Liability, Self-funded, Term Life Insurance, Underwriting, Workers Compensation
Education
Fashion Institute of Design & Merchandising 2003 — 2005
AA, Merchandise Marketing
Aon Hewitt April 2014 - Present
Bolton & Company July 2011 - March 2014
Lockton Companies January 2007 - June 2011
Bolton & Company February 2002 - January 2007
Skills
Proactive, Strategic, Creative, Strategy, Employee Benefits, Insurance, Health Care Reform, Life Insurance, Health Insurance, Creativity, Disability Insurance, Health Savings Accounts, Benefits Administration, Brokers, Claim, COBRA, Employment Practices..., Flexible Spending..., Human Resources, Long-term Care, Professional Liability, Self-funded, Term Life Insurance, Underwriting, Workers Compensation
Education
Fashion Institute of Design & Merchandising 2003 — 2005
AA, Merchandise Marketing
Michelle Jackson, CIC Michelle Jackson, CIC's Bolton & Company Experience January 2010 - 2012
Job Client Executive: Managing Risk and Insurance programs for the Apparel, Restaurant & Consumer Product Industries
Industry Insurance
Experience
Marsh & McLennan Companies, Marsh & McLennan Agency December 2012 - Present
ACG Los Angeles February 2013 - Present
California Fashion Association August 2011 - Present
Vernon Chamber of Commerce March 2010 - Present
Bolton & Company January 2010 - 2012
The Trident Agency August 1999 - January 2009
Skills
D&O, Claims Management, Employee Benefits, Insurance, E&O, Workers Compensation, Intellectual Property, Trade Credit Insurance, Brokers, Commercial Insurance, New Business Development, Property & Casualty..., Small Business, CRM, Cyber, Professional Liability, Liability, Legal Liability, Risk Management, General Insurance, Management, Casualty, Financial Risk, Health Insurance, Underwriting, Program Management, Retirement Planning, Retirement, Estate Planning, Cooking, Captives, Liability Analysis, Laundry, Casualty Insurance
Education
Pepperdine University 2005 — 2007
B.A., Political Science
The National Alliance of Insurance Education & Research 2007 — 2012
CIC, CSRM, CISR, Insurance Education
Marsh & McLennan Companies, Marsh & McLennan Agency December 2012 - Present
ACG Los Angeles February 2013 - Present
California Fashion Association August 2011 - Present
Vernon Chamber of Commerce March 2010 - Present
Bolton & Company January 2010 - 2012
The Trident Agency August 1999 - January 2009
Skills
D&O, Claims Management, Employee Benefits, Insurance, E&O, Workers Compensation, Intellectual Property, Trade Credit Insurance, Brokers, Commercial Insurance, New Business Development, Property & Casualty..., Small Business, CRM, Cyber, Professional Liability, Liability, Legal Liability, Risk Management, General Insurance, Management, Casualty, Financial Risk, Health Insurance, Underwriting, Program Management, Retirement Planning, Retirement, Estate Planning, Cooking, Captives, Liability Analysis, Laundry, Casualty Insurance
Education
Pepperdine University 2005 — 2007
B.A., Political Science
The National Alliance of Insurance Education & Research 2007 — 2012
CIC, CSRM, CISR, Insurance Education
Sharon Jones, CISR Sharon Jones, CISR's Bolton & Company Experience 2005 - 2009
Job Account Manager at James G Parker Insurance Associates
Industry Insurance
Experience
James G Parker Insurance Associates July 2011 - Present
HCF Insurance 2010 - July 2011
Venbrook 2009 - 2010
Bolton & Company 2005 - 2009
Speare and Company June 1991 - June 2005
Hoffman Brown Company Insurance 1985 - 1991
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Workers Compensation, Employment Practices..., Casualty, Brokers, Liability, Umbrella Insurance, Insurance, Underwriting, Health Insurance, Claims Management, Claim, Employee Benefits, General Insurance, D&O, Reinsurance, Risk Management, Commercial Lines, Inland Marine, Casualty Insurance
Education
Los Angeles Valley College
Associate of Arts (AA), Computer Science
James G Parker Insurance Associates July 2011 - Present
HCF Insurance 2010 - July 2011
Venbrook 2009 - 2010
Bolton & Company 2005 - 2009
Speare and Company June 1991 - June 2005
Hoffman Brown Company Insurance 1985 - 1991
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Workers Compensation, Employment Practices..., Casualty, Brokers, Liability, Umbrella Insurance, Insurance, Underwriting, Health Insurance, Claims Management, Claim, Employee Benefits, General Insurance, D&O, Reinsurance, Risk Management, Commercial Lines, Inland Marine, Casualty Insurance
Education
Los Angeles Valley College
Associate of Arts (AA), Computer Science
Chris Knighten Chris Knighten's Bolton & Company Experience January 2006 - June 2007
Job Education Associate at Dignified Transition Solutions, LLC
Industry Professional Training & Coaching
Experience
Dignified Transition Solutions, LLC January 2013 - May 2014
Thomson Reuters March 2010 - January 2013
Federated Insurance August 2007 - March 2010
Bolton & Company January 2006 - June 2007
Brown & Brown Insurance November 2004 - January 2006
The Southwestern Company August 1997 - November 2004
The Southwestern Company May 1993 - August 1997
Skills
Value Selling, Training, Leadership, New Business Development, Sales, Sales Process, Coaching, Sales Management, Management, Marketing, Insurance, Customer Service, Recruiting, Talent Acquisition, Talent Management, Selling, Marketing Strategy, Social Media Marketing, Budgets, Small Business, Entrepreneurship, Team Building, Direct Sales, Risk Management, Sales Presentations, Cold Calling, Public Speaking, Salesforce.com, Relationship Building, Strategic Planning, Sales Operations, Business Development, Consulting, Time Management
Education
University of Florida 1992 — 1997
Business, Finance
Dignified Transition Solutions, LLC January 2013 - May 2014
Thomson Reuters March 2010 - January 2013
Federated Insurance August 2007 - March 2010
Bolton & Company January 2006 - June 2007
Brown & Brown Insurance November 2004 - January 2006
The Southwestern Company August 1997 - November 2004
The Southwestern Company May 1993 - August 1997
Skills
Value Selling, Training, Leadership, New Business Development, Sales, Sales Process, Coaching, Sales Management, Management, Marketing, Insurance, Customer Service, Recruiting, Talent Acquisition, Talent Management, Selling, Marketing Strategy, Social Media Marketing, Budgets, Small Business, Entrepreneurship, Team Building, Direct Sales, Risk Management, Sales Presentations, Cold Calling, Public Speaking, Salesforce.com, Relationship Building, Strategic Planning, Sales Operations, Business Development, Consulting, Time Management
Education
University of Florida 1992 — 1997
Business, Finance
Leslie Pearce, PHR Leslie Pearce, PHR's Bolton & Company Experience January 2012 - February 2015
Job Vice President at Neovia Integrated Insurance Services
Industry Insurance
Experience
Neovia Integrated Insurance Services February 2015 - Present
Bolton & Company January 2012 - February 2015
Bolton & Company May 2007 - January 2012
Gallagher Benefit Services April 2006 - May 2007
Arthur J. Gallagher 2006 - 2007
Wells Fargo Insurance Services November 2004 - April 2006
Skills
Employee Benefits, Insurance, Underwriting, Sales Management, Healthcare, Executive Compensation, Dental, Workers Compensation, Health Insurance, Property & Casualty..., Claim, Commercial Insurance, Business Development, Leadership, COBRA, 401k, Disability Insurance, Benefits Administration, Sales, Human Resources, Dentistry, Executive Pay, Health Savings Accounts, Brokers, Professional Liability, Training, Life Insurance, Medicare, Casualty, Captives, ERISA, Commercial Lines, Term Life Insurance, Long-term Care, Umbrella Insurance, General Insurance, Legal Liability, Self-funded, Health Care Reform, Accident, Employee Wellness, Claims Management, Liability, Insurance Brokerage, Strategic Planning
Education
The American College 2011 — 2014
Healthcare Consulting
University of San Francisco - School of Management 1987 — 1991
Organizational Behavior
Neovia Integrated Insurance Services February 2015 - Present
Bolton & Company January 2012 - February 2015
Bolton & Company May 2007 - January 2012
Gallagher Benefit Services April 2006 - May 2007
Arthur J. Gallagher 2006 - 2007
Wells Fargo Insurance Services November 2004 - April 2006
Skills
Employee Benefits, Insurance, Underwriting, Sales Management, Healthcare, Executive Compensation, Dental, Workers Compensation, Health Insurance, Property & Casualty..., Claim, Commercial Insurance, Business Development, Leadership, COBRA, 401k, Disability Insurance, Benefits Administration, Sales, Human Resources, Dentistry, Executive Pay, Health Savings Accounts, Brokers, Professional Liability, Training, Life Insurance, Medicare, Casualty, Captives, ERISA, Commercial Lines, Term Life Insurance, Long-term Care, Umbrella Insurance, General Insurance, Legal Liability, Self-funded, Health Care Reform, Accident, Employee Wellness, Claims Management, Liability, Insurance Brokerage, Strategic Planning
Education
The American College 2011 — 2014
Healthcare Consulting
University of San Francisco - School of Management 1987 — 1991
Organizational Behavior
Michelle Cammayo, RHU's Bolton & Company Experience May 2013 - November 2013
Job Director, Employee Benefits at inAssist
Industry Insurance
Experience
inAssist or Insurance Assist February 2015 - Present
InsuranceAssist dba inAssist February 2014 - Present
Bolton & Company May 2013 - November 2013
Bolton & Company December 2010 - May 2013
Lockton Companies April 2010 - November 2010
Houska Insurance Services February 2007 - April 2010
Skills
Health Insurance, Health Savings Accounts, Brokers, Self-funded, Flexible Spending..., Employee Benefits, COBRA, Cross Selling, Team Leadership, Business Strategy, Workers Compensation, Health Care Reform, Disability Insurance, Open Enrollment, Benefits Administration, Insurance, Term Life Insurance, Group Insurance, Underwriting, 401k, Group Medical, Long-term Care
Education
Jefferson Community College 1998 — 2000
inAssist or Insurance Assist February 2015 - Present
InsuranceAssist dba inAssist February 2014 - Present
Bolton & Company May 2013 - November 2013
Bolton & Company December 2010 - May 2013
Lockton Companies April 2010 - November 2010
Houska Insurance Services February 2007 - April 2010
Skills
Health Insurance, Health Savings Accounts, Brokers, Self-funded, Flexible Spending..., Employee Benefits, COBRA, Cross Selling, Team Leadership, Business Strategy, Workers Compensation, Health Care Reform, Disability Insurance, Open Enrollment, Benefits Administration, Insurance, Term Life Insurance, Group Insurance, Underwriting, 401k, Group Medical, Long-term Care
Education
Jefferson Community College 1998 — 2000
Brittany Xavier's Bolton & Company Experience August 2012 - May 2015
Job Blogger | Thrifts and Threads
Industry Online Media
Experience
Thrifts and Threads December 2013 - Present
Bolton & Company August 2012 - May 2015
GYL Decauwer LLP March 2011 - August 2012
Skills
Property & Casualty..., Workers Compensation, Underwriting, Commercial Insurance, Health Insurance, Insurance, Professional Liability, Liability, General Insurance, Employee Benefits, Casualty, New Business Development, Commercial Lines, Brokers, Customer Satisfaction, Employment Practices..., Life Insurance, Marketing Strategy, Prezi, D&O, Risk Management
Education
University of La Verne 2007 — 2010
Bachelor of Arts (B.A.), Political Science, International Relations
Glendora High 2001 — 2005
Thrifts and Threads December 2013 - Present
Bolton & Company August 2012 - May 2015
GYL Decauwer LLP March 2011 - August 2012
Skills
Property & Casualty..., Workers Compensation, Underwriting, Commercial Insurance, Health Insurance, Insurance, Professional Liability, Liability, General Insurance, Employee Benefits, Casualty, New Business Development, Commercial Lines, Brokers, Customer Satisfaction, Employment Practices..., Life Insurance, Marketing Strategy, Prezi, D&O, Risk Management
Education
University of La Verne 2007 — 2010
Bachelor of Arts (B.A.), Political Science, International Relations
Glendora High 2001 — 2005
Jessica Yount Jessica Yount's Bolton & Company Experience January 2015 - Present
Job Personal Risk Consultant at Bolton & Company
Industry Insurance
Experience
Bolton & Company January 2015 - Present
Arthur J. Gallagher & Co. March 2013 - January 2015
Fireman's Fund Insurance Company September 2011 - March 2013
California Pizza Kitchen May 2008 - September 2011
SDSU Ambassador February 2008 - May 2011
Skills
Customer Service, Leadership, Event Management, Event Planning, Microsoft Office, Property & Casualty..., Social Media, PowerPoint, Microsoft Excel, Management, Microsoft Word, Facebook, Sales Management, Catering, Personal Insurance, Entertainment Insurance, Public Speaking, Sales, Insurance
Education
San Diego State University-California State University 2007 — 2011
BA Liberal Arts and Sciences, Communications/ Management, Graduated
John Burroughs High School 2003 — 2007
Diploma
Bolton & Company January 2015 - Present
Arthur J. Gallagher & Co. March 2013 - January 2015
Fireman's Fund Insurance Company September 2011 - March 2013
California Pizza Kitchen May 2008 - September 2011
SDSU Ambassador February 2008 - May 2011
Skills
Customer Service, Leadership, Event Management, Event Planning, Microsoft Office, Property & Casualty..., Social Media, PowerPoint, Microsoft Excel, Management, Microsoft Word, Facebook, Sales Management, Catering, Personal Insurance, Entertainment Insurance, Public Speaking, Sales, Insurance
Education
San Diego State University-California State University 2007 — 2011
BA Liberal Arts and Sciences, Communications/ Management, Graduated
John Burroughs High School 2003 — 2007
Diploma
Jonathan Hensley Jonathan Hensley's Bolton & Company Experience June 2012 - Present
Job Graphic Designer at Bolton & Company
Industry Graphic Design
Experience
Bolton & Company June 2012 - Present
Physicians Specialty Service 2015 - 2015
Physicians Specialty Service 2015 - 2015
Skills
Graphic Design, Problem Solving, Illustration, Packaging, Branding & Identity, Typography, Designing Marketing..., Web Design, HTML 5, CSS, Interactive Media, Graphics, Adobe Creative Suite, Photoshop, Illustrator, InDesign, After Effects, Collaboration, Critical Thinking, Creative Solutions, Digital Illustration, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Flyers, Layout, Brochures, Catalogs, Color Theory, Photography, Fine Art, Sound Editing, CSS3, jQuery, JavaScript, PHP, Art, WordPress, Vector Illustration, Collateral, Web Applications, Mobile Applications, Dynamic Websites, Star Wars
Education
Mt Sierra College 2010 — 2014
Bachelor of Arts (BA), Graphic Design
Citrus College 2009 — 2011
General Studies
Bolton & Company June 2012 - Present
Physicians Specialty Service 2015 - 2015
Physicians Specialty Service 2015 - 2015
Skills
Graphic Design, Problem Solving, Illustration, Packaging, Branding & Identity, Typography, Designing Marketing..., Web Design, HTML 5, CSS, Interactive Media, Graphics, Adobe Creative Suite, Photoshop, Illustrator, InDesign, After Effects, Collaboration, Critical Thinking, Creative Solutions, Digital Illustration, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Flyers, Layout, Brochures, Catalogs, Color Theory, Photography, Fine Art, Sound Editing, CSS3, jQuery, JavaScript, PHP, Art, WordPress, Vector Illustration, Collateral, Web Applications, Mobile Applications, Dynamic Websites, Star Wars
Education
Mt Sierra College 2010 — 2014
Bachelor of Arts (BA), Graphic Design
Citrus College 2009 — 2011
General Studies
Julie Bowman Julie Bowman's Bolton & Company Experience February 1999 - Present
Job CFO at Bolton & Company
Industry Insurance
Experience
Bolton & Company February 1999 - Present
Lucas & Company 1990 - 1998
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Underwriting, Professional Liability, Health Insurance, Brokers, Liability, General Insurance, Legal Liability, Commercial Lines, Casualty, Umbrella Insurance, Claim, Disability Insurance, Casualty Insurance
Education
Cal Poly Pomona 1979 — 1985
B.S., Accounting
Bolton & Company February 1999 - Present
Lucas & Company 1990 - 1998
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Underwriting, Professional Liability, Health Insurance, Brokers, Liability, General Insurance, Legal Liability, Commercial Lines, Casualty, Umbrella Insurance, Claim, Disability Insurance, Casualty Insurance
Education
Cal Poly Pomona 1979 — 1985
B.S., Accounting
Stephanie Clos's Bolton & Company Experience August 2011 - Present
Job Accounting Specialist at Bolton & Company
Industry Insurance
Experience
Bolton & Company August 2011 - Present
Skills
Microsoft Excel, Accounts Receivable, Invoicing, Accounting, Outlook, Payroll, Time Management, Account Reconciliation, Microsoft Word, PowerPoint, Financial Accounting, Data Entry, Spreadsheets, Finance, Customer Service, Inventory Management, Microsoft Office, Journal Entries, Bank Reconciliation, Accounts Payable, Management
Education
Indiana University-Southeast 2011 — 2013
Bachelors of Science, Accounting
Indiana University Southeast
Bolton & Company August 2011 - Present
Skills
Microsoft Excel, Accounts Receivable, Invoicing, Accounting, Outlook, Payroll, Time Management, Account Reconciliation, Microsoft Word, PowerPoint, Financial Accounting, Data Entry, Spreadsheets, Finance, Customer Service, Inventory Management, Microsoft Office, Journal Entries, Bank Reconciliation, Accounts Payable, Management
Education
Indiana University-Southeast 2011 — 2013
Bachelors of Science, Accounting
Indiana University Southeast
Melissa Eshaghian's Bolton & Company Experience May 2012 - Present
Job Talent Acquisition Manager at Bolton & Company
Industry Insurance
Experience
Bolton & Company May 2012 - Present
Robert Half International April 2008 - May 2012
Countrywide September 2006 - February 2008
Skills
Temporary Staffing, Talent Acquisition, Onboarding, Recruiting, Applicant Tracking..., Sales, Marketing, Social Media Marketing, Direct Placement, Corporate Recruiting, Employee Benefits, Management, College Recruiting, Strategy, Leadership, Technical Recruiting, Employee Relations, Temporary Placement, Interviews, Human Resources, Staffing Services, Benefits Negotiation, Benefits Administration, Internet Recruiting, Sourcing, Talent Management, Consulting, Screening Resumes, Contract Recruitment, Taleo, Permanent Placement, HRIS, Executive Search, Deferred Compensation, Workforce Planning, Job Fairs
Education
California State University-Northridge 2002 — 2006
B.A., Broadcast Journalism/Business Marketing
Bolton & Company May 2012 - Present
Robert Half International April 2008 - May 2012
Countrywide September 2006 - February 2008
Skills
Temporary Staffing, Talent Acquisition, Onboarding, Recruiting, Applicant Tracking..., Sales, Marketing, Social Media Marketing, Direct Placement, Corporate Recruiting, Employee Benefits, Management, College Recruiting, Strategy, Leadership, Technical Recruiting, Employee Relations, Temporary Placement, Interviews, Human Resources, Staffing Services, Benefits Negotiation, Benefits Administration, Internet Recruiting, Sourcing, Talent Management, Consulting, Screening Resumes, Contract Recruitment, Taleo, Permanent Placement, HRIS, Executive Search, Deferred Compensation, Workforce Planning, Job Fairs
Education
California State University-Northridge 2002 — 2006
B.A., Broadcast Journalism/Business Marketing
Steve Brockmeyer, ARM, CIC's Bolton & Company Experience February 2001 - Present
Job President/CEO at Bolton & Company | Insurance Brokerage | Risk Management | Employee Benefits Consultants
Industry Insurance
Experience
Bolton & Company February 2001 - Present
Bolton & Company January 1990 - February 2001
Wausau Insurance Co February 1988 - December 1989
Skills
Workers Compensation, Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Professional Liability, Casualty, Liability, Casualty Insurance, Legal Liability, Underwriting, Negotiation, Employee Benefits, Leadership, Health Insurance, Brokers, Management, Strategic Planning, New Business Development, Sales Management, Nonprofits
Education
University of California, Santa Barbara 1983 — 1987
BA, Economics & Political Science (Double Major)
Bolton & Company February 2001 - Present
Bolton & Company January 1990 - February 2001
Wausau Insurance Co February 1988 - December 1989
Skills
Workers Compensation, Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Professional Liability, Casualty, Liability, Casualty Insurance, Legal Liability, Underwriting, Negotiation, Employee Benefits, Leadership, Health Insurance, Brokers, Management, Strategic Planning, New Business Development, Sales Management, Nonprofits
Education
University of California, Santa Barbara 1983 — 1987
BA, Economics & Political Science (Double Major)
Brian McGoldrick Brian McGoldrick's Bolton & Company Experience January 2001 - June 2005
Job Adamson & McGoldrick Insurance Solutions
Industry Insurance
Experience
Smith-Newman & Adamson January 2010 - December 2011
McGoldrick Consulting, Inc June 2005 - January 2010
Bolton & Company January 2001 - June 2005
Northwestern Mutual December 1997 - January 2001
Skills
Insurance, Start-ups, Liability, Professional Liability, Property & Casualty..., Underwriting, Sales, Legal Liability, Workers Compensation, Casualty, Commercial Insurance, Commercial Lines, Term Life Insurance, Umbrella Insurance, Brokers
Education
Liberty University 1994 — 1997
Bachelor of Science (BS), Social Sciences
St. Francis High School, La Canada
Smith-Newman & Adamson January 2010 - December 2011
McGoldrick Consulting, Inc June 2005 - January 2010
Bolton & Company January 2001 - June 2005
Northwestern Mutual December 1997 - January 2001
Skills
Insurance, Start-ups, Liability, Professional Liability, Property & Casualty..., Underwriting, Sales, Legal Liability, Workers Compensation, Casualty, Commercial Insurance, Commercial Lines, Term Life Insurance, Umbrella Insurance, Brokers
Education
Liberty University 1994 — 1997
Bachelor of Science (BS), Social Sciences
St. Francis High School, La Canada
Danny Costello's Bolton & Company Experience June 2014 - Present
Job Associate Broker at Bolton and Company ♦ Property & Casualty ♦ CLCS ♦ CRIS ♦ Protecting Companies Assets & Liabilities
Industry Insurance
Experience
Bolton & Company June 2014 - Present
Balboa Capital November 2013 - May 2014
Thrivent Financial for Lutherans May 2013 - September 2013
The Orion Newspaper – California State University Chico January 2012 - May 2012
Muir-Chase Plumbing January 2007 - January 2008
Skills
Sales, Advertising, Team Leadership, Marketing, Customer Service, Social Networking, Lead Generation, Sales Motivation, Building Relationships, Communication, Hospitality, Work Ethic, Construction, Construction Safety, Property & Casualty..., Insurance, PowerPoint, Integrity, Collaboration, Passion for Success, Respect, Salesforce.com, Cold Calling, Social Media, Microsoft Excel, Microsoft Office, Event Planning, Management, Workers Compensation
Education
CSU Chico 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Butte City College 2008 — 2010
Bolton & Company June 2014 - Present
Balboa Capital November 2013 - May 2014
Thrivent Financial for Lutherans May 2013 - September 2013
The Orion Newspaper – California State University Chico January 2012 - May 2012
Muir-Chase Plumbing January 2007 - January 2008
Skills
Sales, Advertising, Team Leadership, Marketing, Customer Service, Social Networking, Lead Generation, Sales Motivation, Building Relationships, Communication, Hospitality, Work Ethic, Construction, Construction Safety, Property & Casualty..., Insurance, PowerPoint, Integrity, Collaboration, Passion for Success, Respect, Salesforce.com, Cold Calling, Social Media, Microsoft Excel, Microsoft Office, Event Planning, Management, Workers Compensation
Education
CSU Chico 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Butte City College 2008 — 2010
Jeff Whitaker Jeff Whitaker's Bolton & Company Experience 1988 - Present
Job Executive Vice President & Partner at Bolton & Company * Risk Management * Alternative Risk Transfer * Client Advocate
Industry Insurance
Experience
Bolton & Company 1988 - Present
Safeco Insurance 1983 - 1988
Skills
Insurance Training, Professional Liability, Property & Casualty..., Commercial Insurance, Workers Compensation, Legal Liability, Certificates Of..., Brokers, Health Insurance, Employee Benefits, Captives, Employment Practices..., Commercial Lines, Liability, Management, Property, General Insurance, Claim, D&O, Workers' Compensation..., Health Savings Accounts, Group Insurance, 401k, Open Enrollment, Errors & Omissions, Disability Insurance, Self-funded, Benefits Administration, Leadership
Education
California Polytechnic State University-San Luis Obispo 1972 — 1977
Bolton & Company 1988 - Present
Safeco Insurance 1983 - 1988
Skills
Insurance Training, Professional Liability, Property & Casualty..., Commercial Insurance, Workers Compensation, Legal Liability, Certificates Of..., Brokers, Health Insurance, Employee Benefits, Captives, Employment Practices..., Commercial Lines, Liability, Management, Property, General Insurance, Claim, D&O, Workers' Compensation..., Health Savings Accounts, Group Insurance, 401k, Open Enrollment, Errors & Omissions, Disability Insurance, Self-funded, Benefits Administration, Leadership
Education
California Polytechnic State University-San Luis Obispo 1972 — 1977
Brad Reaume's Bolton & Company Experience August 2012 - Present
Job Executive V.P. Bolton & Company
Industry Insurance
Experience
Bolton & Company August 2012 - Present
Reaume Financial Group August 1982 - August 2012
Skills
Employee Benefits, Insurance, Health Insurance, Commercial Insurance, Workers Compensation, Disability Insurance, Strategic Planning, Property & Casualty..., Health Savings Accounts, Sales, Claim, Brokers, Underwriting, Term Life Insurance, Employment Practices..., Long-term Care, COBRA, Group Insurance, D&O, Professional Liability, Life Insurance, Commercial Lines, Umbrella Insurance, Legal Liability, Liability, 401k, Self-funded, Accident, Health Care Reform, General Insurance, Medicare, Benefits Administration
Education
University of Southern California 1974 — 1976
Bolton & Company August 2012 - Present
Reaume Financial Group August 1982 - August 2012
Skills
Employee Benefits, Insurance, Health Insurance, Commercial Insurance, Workers Compensation, Disability Insurance, Strategic Planning, Property & Casualty..., Health Savings Accounts, Sales, Claim, Brokers, Underwriting, Term Life Insurance, Employment Practices..., Long-term Care, COBRA, Group Insurance, D&O, Professional Liability, Life Insurance, Commercial Lines, Umbrella Insurance, Legal Liability, Liability, 401k, Self-funded, Accident, Health Care Reform, General Insurance, Medicare, Benefits Administration
Education
University of Southern California 1974 — 1976
Kevin Mui's Bolton & Company Experience February 2015 - Present
Job Workers Compensation Analyst at Bolton & Company
Industry Insurance
Experience
Bolton & Company February 2015 - Present
Millenium Corporate Solutions December 2012 - February 2015
Liberty Mutual Insurance November 2008 - December 2012
Prudential Financial June 2008 - November 2008
RC Toy House June 2008 - November 2008
Skills
MS Office Suite, Workers Compensation, Insurance Law, Workers' Compensation..., Microsoft Office, Insurance, Property & Casualty..., Claim, Healthcare, Claims Management, Liability, Commercial Insurance, Commercial Lines, Employee Benefits, Health Insurance, Management
Education
University of California, Riverside 2004 — 2008
Bachelors of Science, Business Administration
Bolton & Company February 2015 - Present
Millenium Corporate Solutions December 2012 - February 2015
Liberty Mutual Insurance November 2008 - December 2012
Prudential Financial June 2008 - November 2008
RC Toy House June 2008 - November 2008
Skills
MS Office Suite, Workers Compensation, Insurance Law, Workers' Compensation..., Microsoft Office, Insurance, Property & Casualty..., Claim, Healthcare, Claims Management, Liability, Commercial Insurance, Commercial Lines, Employee Benefits, Health Insurance, Management
Education
University of California, Riverside 2004 — 2008
Bachelors of Science, Business Administration
Mike Morey's Bolton & Company Experience April 2001 - Present
Job Chief Operating Officer Growth Oriented Focused on Creating a Collaborative Organization* Acquisitions
Industry Insurance
Experience
Bolton & Company April 2001 - Present
Calco Insurance Brokers 1995 - 2001
Golden Pacific Insurance 1990 - 1995
Clinton Booth Insurance 1989 - 1990
Skills
Risk Management, Corporate Communications, Employee Benefits, Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Commercial Insurance, Health Insurance, Underwriting, Brokers, General Insurance, Account Management, Negotiation, Strategic Planning, Liability, Claims Management, Claim, New Business Development, Business Strategy, Healthcare, Operations Management, Management Consulting, Reinsurance, Marketing, Legal Liability, Commercial Lines, Casualty, Financial Risk, Inland Marine, D&O, Executive Management, Management, Strategy, Excess, Umbrella Insurance, Long-term Care, Disability Insurance, Term Life Insurance, Employment Practices..., Life Insurance, Retirement Planning, 401k, Benefits Administration, Medicare, Enterprise Risk..., Strategic Financial..., Captives, Carrier Relationships, Strategic Leadership
Education
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Economics
Bolton & Company April 2001 - Present
Calco Insurance Brokers 1995 - 2001
Golden Pacific Insurance 1990 - 1995
Clinton Booth Insurance 1989 - 1990
Skills
Risk Management, Corporate Communications, Employee Benefits, Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Commercial Insurance, Health Insurance, Underwriting, Brokers, General Insurance, Account Management, Negotiation, Strategic Planning, Liability, Claims Management, Claim, New Business Development, Business Strategy, Healthcare, Operations Management, Management Consulting, Reinsurance, Marketing, Legal Liability, Commercial Lines, Casualty, Financial Risk, Inland Marine, D&O, Executive Management, Management, Strategy, Excess, Umbrella Insurance, Long-term Care, Disability Insurance, Term Life Insurance, Employment Practices..., Life Insurance, Retirement Planning, 401k, Benefits Administration, Medicare, Enterprise Risk..., Strategic Financial..., Captives, Carrier Relationships, Strategic Leadership
Education
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Economics
Lorenda Edmundson's Bolton & Company Experience September 2004 - Present
Job Workers' Compensation Claims Consultant at Bolton & Company
Industry Insurance
Experience
Bolton & Company September 2004 - Present
Golden Pacific Insurance Services October 2002 - August 2004
Zenith Insurance December 2001 - October 2002
Fremont Isurance Company August 1999 - November 2001
CNA June 1994 - August 1999
cna insurance 1994 - 1999
CIGNA 1990 - 1994
Skills
Workers Compensation, Claims Management, Claims, Claim, Fraud, Health Insurance, Workers' Compensation..., Professional Liability, Commercial Lines, Employee Benefits, Property & Casualty..., Training
Education
California State University-Los Angeles
Bachelor of Science, Business Administration-Accounting
Bolton & Company September 2004 - Present
Golden Pacific Insurance Services October 2002 - August 2004
Zenith Insurance December 2001 - October 2002
Fremont Isurance Company August 1999 - November 2001
CNA June 1994 - August 1999
cna insurance 1994 - 1999
CIGNA 1990 - 1994
Skills
Workers Compensation, Claims Management, Claims, Claim, Fraud, Health Insurance, Workers' Compensation..., Professional Liability, Commercial Lines, Employee Benefits, Property & Casualty..., Training
Education
California State University-Los Angeles
Bachelor of Science, Business Administration-Accounting
Ed Eybsen's Bolton & Company Experience June 1991 - November 2007
Job Our clients receive professional ACA and HR compliance assistance at no cost to them.
Industry Insurance
Experience
Colonial Western Insurance Agency October 2008 - Present
Bolton & Company June 1991 - November 2007
Skills
Health Savings Accounts, Employee Benefits, Brokers, Health Insurance, Management, Disability Insurance, Life Insurance, COBRA, Insurance, Term Life Insurance, Workers Compensation, Benefits Administration, Strategic Planning, Underwriting, Training
Education
Ohio Northern University 1974 — 1978
Bachelor of Science (BS), Accounting/Business Adm.
Colonial Western Insurance Agency October 2008 - Present
Bolton & Company June 1991 - November 2007
Skills
Health Savings Accounts, Employee Benefits, Brokers, Health Insurance, Management, Disability Insurance, Life Insurance, COBRA, Insurance, Term Life Insurance, Workers Compensation, Benefits Administration, Strategic Planning, Underwriting, Training
Education
Ohio Northern University 1974 — 1978
Bachelor of Science (BS), Accounting/Business Adm.
Roxana Cugno's Bolton & Company Experience April 2014 - Present
Job Vice President, Employee Benefits at Bolton & Company
Industry Insurance
Experience
Bolton & Company April 2014 - Present
Bolton & Company August 2012 - Present
Gallagher Benefit Services April 2001 - August 2012
ABD Insurance and Financial Services April 1998 - April 2001
Financial Network Investment Corporation September 1994 - April 1998
Pepperdine University January 1995 - February 1997
Education
American Society for Training & Development 1998 — 1998
Train the Trainer
California State University-Long Beach 1997 — 1997
Human Resources, Management Certificate Program
Pepperdine University 1990 — 1993
BS, Business Administration
Warren High School
Bolton & Company April 2014 - Present
Bolton & Company August 2012 - Present
Gallagher Benefit Services April 2001 - August 2012
ABD Insurance and Financial Services April 1998 - April 2001
Financial Network Investment Corporation September 1994 - April 1998
Pepperdine University January 1995 - February 1997
Education
American Society for Training & Development 1998 — 1998
Train the Trainer
California State University-Long Beach 1997 — 1997
Human Resources, Management Certificate Program
Pepperdine University 1990 — 1993
BS, Business Administration
Warren High School
Brian Metcalfe's Bolton & Company Experience 2001 - Present
Job EVP Bolton & Co., Real Estate & Non Profit insurance specialist
Industry Insurance
Experience
Bolton & Company 2001 - Present
Cushman & Wakefield January 1997 - March 2000
Julien J Studley January 1995 - January 1997
Air France January 1992 - January 1995
Skills
Insurance, Apartments, Risk Management, Office Buildings, Real Estate, Employee Benefits, Sales, Workers Compensation, Underwriting, Investment Properties
Education
The University of Connecticut School of Business 1988 — 1991
MBA, International Business
Ecole Superieure de Commerce de Lyon 1988 — 1990
MBA, International Business
Clark University 1984 — 1988
BA, Psychology, Economics
Bolton & Company 2001 - Present
Cushman & Wakefield January 1997 - March 2000
Julien J Studley January 1995 - January 1997
Air France January 1992 - January 1995
Skills
Insurance, Apartments, Risk Management, Office Buildings, Real Estate, Employee Benefits, Sales, Workers Compensation, Underwriting, Investment Properties
Education
The University of Connecticut School of Business 1988 — 1991
MBA, International Business
Ecole Superieure de Commerce de Lyon 1988 — 1990
MBA, International Business
Clark University 1984 — 1988
BA, Psychology, Economics
Don Gutierrez's Bolton & Company Experience March 2012 - Present
Job Managing Director at Bolton & Company
Industry Insurance
Experience
Bolton & Company March 2012 - Present
Brakke Schafnitz August 2008 - March 2012
Marsh Private Client Services 1985 - 2008
Skills
General Insurance, Insurance, Risk Management, Property & Casualty..., Wealth Management, Homeowners, Automobile, Collector Automobiles, luxury Yachts, equine/Farm & Ranch, Private Aircraft, Personal Watercraft, Employment Practices..., Workers Compensation -..., Valuable..., Legal Liability, Professional Liability, Liability, Umbrella Insurance, Customer Service, Underwriting, High Net Worth..., Claim, Captives, Term Life Insurance, Health Insurance, Disability Insurance, Reinsurance, Life Insurance, Employee Benefits
Education
California State University-Long Beach
Bachelors of Science, Management/Accounting
Bolton & Company March 2012 - Present
Brakke Schafnitz August 2008 - March 2012
Marsh Private Client Services 1985 - 2008
Skills
General Insurance, Insurance, Risk Management, Property & Casualty..., Wealth Management, Homeowners, Automobile, Collector Automobiles, luxury Yachts, equine/Farm & Ranch, Private Aircraft, Personal Watercraft, Employment Practices..., Workers Compensation -..., Valuable..., Legal Liability, Professional Liability, Liability, Umbrella Insurance, Customer Service, Underwriting, High Net Worth..., Claim, Captives, Term Life Insurance, Health Insurance, Disability Insurance, Reinsurance, Life Insurance, Employee Benefits
Education
California State University-Long Beach
Bachelors of Science, Management/Accounting
DeMerit Theresa's Bolton & Company Experience October 2001 - September 2004
Job Vice President Sr. Claim Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2005 - Present
Bolton & Company October 2001 - September 2004
Skills
Insurance, Workers Compensation
Education
California State Polytechnic University-Pomona 1989 — 1991
BS, Business Administration
Wells Fargo Insurance Services August 2005 - Present
Bolton & Company October 2001 - September 2004
Skills
Insurance, Workers Compensation
Education
California State Polytechnic University-Pomona 1989 — 1991
BS, Business Administration
Norah Jacobo's Bolton & Company Experience January 2009 - October 2009
Job Senior Account Manager at Poms & Associates Insurance Brokers Inc
Industry Insurance
Experience
Wells Fargo Insurance Services May 2013 - Present
Poms & Associates 2012 - May 2013
Venbrook Insurance Services October 2009 - July 2012
Bolton & Company January 2009 - October 2009
BB&T 2000 - 2008
Knight Insurance Agency 2000 - 2008
Liberty Agencies 1987 - 1990
Allianz 1978 - 1982
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Legal Liability, Brokers, Workers Compensation, Casualty, Liability, Underwriting, Insurance, General Insurance, Employment Practices..., Inland Marine
Education
The National Alliance of Insurance Education and Research 2008 — 2012
CIC
Rio Hondo College 1974 — 1976
AA, Business Administration
Wells Fargo Insurance Services May 2013 - Present
Poms & Associates 2012 - May 2013
Venbrook Insurance Services October 2009 - July 2012
Bolton & Company January 2009 - October 2009
BB&T 2000 - 2008
Knight Insurance Agency 2000 - 2008
Liberty Agencies 1987 - 1990
Allianz 1978 - 1982
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Legal Liability, Brokers, Workers Compensation, Casualty, Liability, Underwriting, Insurance, General Insurance, Employment Practices..., Inland Marine
Education
The National Alliance of Insurance Education and Research 2008 — 2012
CIC
Rio Hondo College 1974 — 1976
AA, Business Administration
John V. Hatton's Bolton & Company Experience July 1998 - November 2010
Job Senior Vice President Commercial Lines Manager at Aon Risk Services West
Industry Insurance
Experience
Aon Risk Services December 2010 - Present
IBA West November 2010 - December 2010
Bolton & Company July 1998 - November 2010
The SCPIE Companies 1989 - 1998
Education
University of Portland 1984 — 1988
BBA, Business Administration
Notre Dame High School 1980 — 1984
College Prep
St Mel Elementary
Aon Risk Services December 2010 - Present
IBA West November 2010 - December 2010
Bolton & Company July 1998 - November 2010
The SCPIE Companies 1989 - 1998
Education
University of Portland 1984 — 1988
BBA, Business Administration
Notre Dame High School 1980 — 1984
College Prep
St Mel Elementary
Charlene Hargreaves's Bolton & Company Experience July 2014 - Present
Job Senior Account Manager at Bolton & Company
Industry Insurance
Experience
Keller Williams LA Harbor 2013 - Present
Bolton & Company July 2014 - Present
R.T. Beers and Company 2012 - July 2014
High Ground Insurance Services/United Agencies 2007 - 2012
Dodge, Warren & Peters 2003 - 2006
Insurance Agencies - Other 1995 - 2003
Insurance Carriers - Other March 1985 - 1995
Skills
Workers Compensation, Leadership, Property & Casualty..., Sales, Insurance, Professional Liability, Commercial Insurance, Legal Liability, Commercial Lines, Casualty, Umbrella Insurance, Employment Practices..., Liability, Brokers, D&O, Casualty Insurance, General Insurance, Underwriting
Education
California State University-Dominguez Hills
BS, Psychology/Sociology
Keller Williams LA Harbor 2013 - Present
Bolton & Company July 2014 - Present
R.T. Beers and Company 2012 - July 2014
High Ground Insurance Services/United Agencies 2007 - 2012
Dodge, Warren & Peters 2003 - 2006
Insurance Agencies - Other 1995 - 2003
Insurance Carriers - Other March 1985 - 1995
Skills
Workers Compensation, Leadership, Property & Casualty..., Sales, Insurance, Professional Liability, Commercial Insurance, Legal Liability, Commercial Lines, Casualty, Umbrella Insurance, Employment Practices..., Liability, Brokers, D&O, Casualty Insurance, General Insurance, Underwriting
Education
California State University-Dominguez Hills
BS, Psychology/Sociology
Ronald Wanglin's Bolton & Company Experience November 1990 - Present
Job Chairman of the Board at Bolton & Company | Insurance, Risk Management and Employee Benefit Solutions
Industry Insurance
Experience
Bolton & Company November 1990 - Present
Skills
Professional Liability, D&O, Commercial Insurance, Property & Casualty..., Casualty, Employee Benefits, Workers Compensation, Insurance, Health Insurance, General Liability, Liability, Risk Management, Dental, Brokers, Benefits, Captives, Health, General Insurance, Commercial Lines, Non-profits, Wellness, 401k, Disability Insurance, Bonds, Product Liability
Education
University of California, Berkeley
University of California, Hastings College of the Law
Wharton/Chubb Executive Program
Bolton & Company November 1990 - Present
Skills
Professional Liability, D&O, Commercial Insurance, Property & Casualty..., Casualty, Employee Benefits, Workers Compensation, Insurance, Health Insurance, General Liability, Liability, Risk Management, Dental, Brokers, Benefits, Captives, Health, General Insurance, Commercial Lines, Non-profits, Wellness, 401k, Disability Insurance, Bonds, Product Liability
Education
University of California, Berkeley
University of California, Hastings College of the Law
Wharton/Chubb Executive Program
Ani Sedruley's Bolton & Company Experience May 2005 - Present
Job Account Manager at Bolton & Company
Industry Insurance
Experience
Bolton & Company May 2005 - Present
Skills
Brokers, Commercial Insurance, D&O, Insurance, Liability, Professional Liability, Property & Casualty..., Underwriting, Workers Compensation
Education
University of California, Santa Barbara
BA, Economics
Bolton & Company May 2005 - Present
Skills
Brokers, Commercial Insurance, D&O, Insurance, Liability, Professional Liability, Property & Casualty..., Underwriting, Workers Compensation
Education
University of California, Santa Barbara
BA, Economics
Cecily Marrable's Bolton & Company Experience June 2010 - September 2011
Job Account Manager
Industry Insurance
Experience
Wood Gutmann & Bogart Insurance Brokers June 2014 - Present
Bolton & Company June 2010 - September 2011
Lockton Companies 2004 - 2010
Skills
Property, Commercial Insurance, Underwriting, Casualty Insurance
Education
Los Angeles City College 1991 — 1995
AA, Liberal Arts
California State University-Dominguez Hills
Liberal Arts
Wood Gutmann & Bogart Insurance Brokers June 2014 - Present
Bolton & Company June 2010 - September 2011
Lockton Companies 2004 - 2010
Skills
Property, Commercial Insurance, Underwriting, Casualty Insurance
Education
Los Angeles City College 1991 — 1995
AA, Liberal Arts
California State University-Dominguez Hills
Liberal Arts
Sara Przemielewski's Bolton & Company Experience March 2014 - Present
Job Account Executive at Bolton & Company
Industry Insurance
Experience
Bolton & Company March 2014 - Present
MOC Insurance Services March 2004 - March 2014
California Indemnity Insurance Company 1997 - February 2004
Skills
Claim, Workers' Compensation..., Risk Management, Customer Service, Claims Management, Brokers, Workers Compensation, Marketing, Underwriting, Accident and Health..., Group Insurance, Account Management, Microsoft Word, Microsoft Excel, Professional Liability, Health Insurance, Insurance, Commercial Insurance
Education
San Jose City College
AA, Marketing
Bolton & Company March 2014 - Present
MOC Insurance Services March 2004 - March 2014
California Indemnity Insurance Company 1997 - February 2004
Skills
Claim, Workers' Compensation..., Risk Management, Customer Service, Claims Management, Brokers, Workers Compensation, Marketing, Underwriting, Accident and Health..., Group Insurance, Account Management, Microsoft Word, Microsoft Excel, Professional Liability, Health Insurance, Insurance, Commercial Insurance
Education
San Jose City College
AA, Marketing
Lisa DeFazio's Bolton & Company Experience December 2013 - Present
Job Senior Account Manager at Bolton & Company
Industry Insurance
Experience
Bolton & Company December 2013 - Present
Martin J. Wolff & Company August 2012 - December 2013
DeFazio Insurance Services September 2008 - August 2012
Chapman & Associates August 2007 - August 2008
Narver Insurance May 2003 - August 2007
Skills
Insurance, Sales Management, Employee Benefits, Underwriting, Claim, Brokers, Health Insurance, Health Savings Accounts, Disability Insurance, Commercial Lines, Sales
Education
Pasadena City College
Bolton & Company December 2013 - Present
Martin J. Wolff & Company August 2012 - December 2013
DeFazio Insurance Services September 2008 - August 2012
Chapman & Associates August 2007 - August 2008
Narver Insurance May 2003 - August 2007
Skills
Insurance, Sales Management, Employee Benefits, Underwriting, Claim, Brokers, Health Insurance, Health Savings Accounts, Disability Insurance, Commercial Lines, Sales
Education
Pasadena City College
Amie Joyce, MBA's Bolton & Company Experience March 2015 - Present
Job Certificate Analyst at Bolton & Company
Industry Insurance
Experience
Bolton & Company March 2015 - Present
Best Buy May 2014 - March 2015
Best Buy October 2008 - May 2014
Education
Azusa Pacific University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Azusa Pacific University 2011 — 2014
Bachelor of Arts, Business Administration, Business Administration and Management, General
Bolton & Company March 2015 - Present
Best Buy May 2014 - March 2015
Best Buy October 2008 - May 2014
Education
Azusa Pacific University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Azusa Pacific University 2011 — 2014
Bachelor of Arts, Business Administration, Business Administration and Management, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO