CAL Insurance & Associates, Inc.
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CAL Insurance & Associates, Inc. Employees
City & County of San August 2011 - Present
Goodwill Industries of San Francisco, San Mateo and Marin Counties October 2008 - August 2011
CAL Insurance & Associates, Inc. May 2007 - May 2008
Skills
Charismatic, Self Starter, Team Leadership, Conflict Resolution, Non-profits, Workforce Development, Organizational..., Training, Public Speaking, Customer Service, Employee Relations, Community Outreach, Strategic Planning, Microsoft Office, Team Building, Program Development, Program Management, Workshop Facilitation, Coaching, Nonprofits, Resume Writing, Policy, Leadership, Fundraising, Management, Leadership Development, Staff Development, Career Counseling, Human Resources, Career Development
Education
University of Phoenix 2011 — 2013
Master of Public Administration (MPA)
University of Phoenix 2009 — 2011
BSB, Business w/concentration in Communications
CAL Insurance & Associates, Inc. October 2010 - Present
CAL Insurance & Associates, Inc. March 2007 - October 2010
CAL Insurance & Associates, Inc. October 2003 - March 2007
San Francisco Examiner December 2000 - January 2003
Skills
Insurance, Professional Liability, Property & Casualty..., D&O, Commercial Insurance, Underwriting, Liability, Employment Practices..., Legal Liability, Workers Compensation, General Liability, Fiduciary Liability, Commercial Insurance..., Casualty, Umbrella, Negotiation, New Business Development, Risk Management, Non-profit Insurance, Small Business, Team Building, Problem Solving, Commercial Lines, Coverage, Start-ups, General Insurance, Marketing, Property, Umbrella Insurance, Fiduciary
Education
Slippery Rock University of Pennsylvania 1994 — 1999
Bachelor of Science, English Writing
Penn State University 1993 — 1994
English Literature & Art History
Grove City Area High School 1989 — 1993
CAL Insurance & Associates, Inc. July 1998 - Present
Provisors January 2006 - Present
Bank of San Francisco January 2014 - Present
Skills
Insurance Product..., Risk & Claim Management, Specialty Liability:..., Workers Compensation, General Liability, Non-profits, Manufacturing, Professional Services, Investment Properties, Fiduciary Liability, Insurance, Professional Liability, D&O, Liability, Real Estate, Small Business, Negotiation, Start-ups, Complex Insurance..., Pollution Legal..., Microbreweries & Brew..., Food & Beverage Industry, Property, Property & Casualty..., Risk Management, Commercial Insurance, Employment Practices..., Legal Liability, Fiduciary, Marketing, Management, Employee Benefits, Nonprofits, Leadership, Strategic Planning, Sales, Brokers, Underwriting, Due Diligence, Customer Service, Strategic Partnerships
Education
Santa Clara University 1994 — 1998
B.S., Marketing
Santa Clara University - Leavey School of Business 1994 — 1998
Bachelor of Science, Marketing
St. Ignatius 1990 — 1994
North Dakota Coalition for Homeless People October 2014 - Present
Community Action Partnership April 2014 - September 2014
University of Jamestown December 2013 - April 2014
Forum Communications / The Jamestown Sun April 2011 - December 2013
The Mattei Companies June 1997 - December 2007
CAL Insurance & Associates, Inc. September 1992 - May 1997
Adams Insurance Agency October 1987 - August 1992
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Windows, Outlook, Groupwise, SQL, HTML, Microsoft SQL Server, CSS, JavaScript, Troubleshooting, Visual Basic, ASP, VBScript, DOM, Crystal Reports, SSRS, SSIS, DTS, C#, Customer Service, SDLC, Change Management, Bug Tracking, Technical Support, Insurance, DOS
Education
Jamestown College 2008 — 2013
Bachelor of Science (B.S.), Management Information Science
St Francis Yacht Club April 2011 - Present
CAL Insurance & Associates, Inc. November 2008 - March 2011
California Chris Craft 2005 - 2008
Education
University of Hawaii at Manoa
stevenson
Western Technology Investment July 2014 - Present
CAL Insurance & Associates, Inc. August 2011 - August 2013
Small Business California August 2011 - August 2013
Clinic by the Bay August 2011 - August 2013
Stumasa 2008 - 2009
Skills
Social Media, Small Business, Event Planning, Sales, Employee Benefits, Nonprofits, Fundraising, Training, Social Networking, Start-ups
Education
University of California, Davis 2006 — 2010
Psychology, Human Development
Fillmore Search Group April 2015 - Present
Busy Work, LLC April 2013 - Present
KQED December 2014 - December 2014
Koru, Inc September 2014 - October 2014
CAL Insurance & Associates, Inc. August 2013 - August 2014
Campus Bubble LLC September 2012 - May 2013
Jamison Shaw Hairdressers April 2012 - August 2012
Emory University January 2010 - May 2012
Lawrence Community Connections May 2011 - August 2011
JN Phillips Auto Glass June 2010 - August 2010
Skills
Community Outreach, Customer Service, Research, Event Planning, Microsoft Office, Spanish, Facebook, PowerPoint, Microsoft Excel, Project Planning, Social Media, Advertising, Event Management, Teamwork, Economics, Promotions, Planning, Coordination, Microsoft Word, Conferences, Non-profits, Public Relations, Excel, Inventory Management, Sales, Sales Management, Direct Sales, Market Research, Email Marketing, Digital Marketing, Social Media Marketing, Marketing Strategy, Product Design, Marketing Research, Community Organizing, Organizational...
Education
Universidad de Salamanca 2013 — 2013
Spanish and Iberian Studies
Emory University 2009 — 2013
B.A., Economics and Spanish
Notre Dame High School 2005 — 2009
High School Diploma
CAL Insurance & Associates, Inc. May 2015 - Present
CAL Insurance & Associates, Inc. January 2007 - Present
Baybenefits Insurance Services 2006 - 2007
Skills
Workers Compensation, Health Savings Accounts, Employment Practices..., Professional Liability, Employee Benefits, D&O
Education
Chaminade University of Honolulu
CAL Insurance & Associates, Inc. August 2010 - Present
CAL Insurance & Associates, Inc. May 1999 - Present
Skills
Strategic Planning, Insurance, Professional Liability, Commercial Insurance, Umbrella Insurance, Property & Casualty..., Marketing, Workers Compensation, Casualty, Employment Practices..., Customer Service, Sales, Underwriting, Liability, Casualty Insurance
Education
St Cecilia
Golden Gate University
Bachelor's Degree, BBA with a Concentration in Marketing
St Ignatius College Preparatory 1988 — 1991
High School
INgrooves October 2010 - Present
iGraphix August 2008 - January 2010
VFA June 2007 - April 2008
CAL Insurance & Associates, Inc. May 2006 - March 2007
Infoimage, inc. May 2004 - February 2006
Skills
Troubleshooting, Microsoft Office, Social Media, Customer Service, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Digital Media, Team Building, Marketing Strategy, Marketing, Cross-functional Team..., Atlassian JIRA, SysAid, Facebook Fan Page..., Instagram, Facebook, Pinterest, Google Chrome, YouTube
Education
San Francisco State University 2000 — 2003
Bachelor of Science, Business Administration; Computer Information Systems
San Francisco State University 2000 — 2003
BS, Computer and Information Sciences, General
Cooper Gay Swett & Crawford December 2013 - Present
Lockton Companies July 2010 - July 2013
Safeway August 2009 - July 2010
Andreini & Company February 2007 - August 2008
Ross Stores May 2001 - January 2007
Unified Western Grocers August 1999 - May 2001
Keenan and Associates April 1998 - August 1999
Aon December 1995 - April 1998
CAL Insurance & Associates, Inc. August 1995 - December 1995
Griffiths Insurance February 1988 - June 1995
Skills
Workers Compensation, Insurance, Risk Management, Commercial Insurance, Liability, Property & Casualty..., Account Management, Claim, Claims Management, Brokers, Casualty, Employment Practices..., Legal Liability, Captives, Excess
Education
State University of New York College at Brockport 1978 — 1982
Bachelor of Science, Economics/Mathematics/Statistics
CAL Insurance & Associates, Inc. July 2011 - Present
SAN FRANCISCO SCOTTISH RITE 2008 - January 2015
Future Women Leaders June 2011 - February 2013
3DEGREES GROUP INC 2010 - 2011
DALLAS HAWAIIAN BARBECUE 2009 - 2010
CHEK TAN & COMPANY 2008 - 2008
Skills
Budgeting, Financial Reporting, Tax Compliance, Payroll Administration, Internal Audit, TAM software system, Cash Flow Forecasting, Quickbooks, Bank Reconciliation, Bookkeeping, Accounts Payable, Nonprofits, Account Reconciliation, Microsoft Office, ADP ezLaborManager, ADP Payroll, Lacerte, 401k, Advising People, Financial Analysis, Attention to detail, Business Development, Business Strategy, Communication, Internal Controls, Employee Training, goal analysis, goal oriented, group discussions, Higher Education, Influence Others, Insurance, Issue Research, Issue Resolution..., Leadership, Leadership Development, management, Networking, Operations Management, Organizational..., Multi-state Payroll..., Problem Solving, Business Process..., profits and loss, teamwork, Troubleshooting, team motivation, Team Building, Strategic Planning, Financial Accounting
Education
San Francisco State University 2003 — 2005
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, ACCOUNTING
CAL Insurance & Associates, Inc. June 2013 - Present
Education
Loyola University New Orleans 2012 — 2016