Carpenter Moore

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Carpenter Moore Employees

Employee
Years
Job
Industry
Kristie Felton Kristie Felton San Francisco Bay Area Details
Kristie Felton's Carpenter Moore Experience 1997 - 1999
Job Regional Executive at Hiscox
Industry Insurance
Experience
Hiscox  November 2013 - Present
Liberty International Underwriters  April 2003 - November 2013
Kemper Insurance  2001 - 2003
Carpenter Moore   1997 - 1999

Skills
Professional Liability, Underwriting, D&O, Insurance, Liability, Commercial Insurance, Property & Casualty..., Legal Liability, Brokers, Commercial Lines, Employment Practices..., Directors & Officers..., Claim, Casualty, Financial Risk, Liability Analysis, Reinsurance, Fiduciary, Claims Management, Excess, Insurance Brokerage

Education
University of California, Berkeley
BA, Environmental Sciences

Luisa Lapus Luisa Lapus San Francisco Bay Area Details
Luisa Lapus's Carpenter Moore Experience March 1997 - February 1999
Job Manager, HR & Talent Acquisition at Dynamic Signal
Industry Online Media
Experience
Dynamic Signal  February 2011 - Present
JiWire/NinthDecimal   April 2010 - February 2011
DogTime Media, Inc.   February 2008 - April 2010
Adify Corporation  July 2007 - January 2008
Zions Bancorp  July 2004 - April 2007
NetClerk/SoftCoin, Inc.   February 2000 - January 2004
Inteliant Corporation  February 1999 - February 2000
Carpenter Moore   March 1997 - February 1999

Skills
Start-ups, Management, Strategic Partnerships, Budgets, Strategic Planning, Human Resources, Payroll, Employee Relations, Program Management, Recruiting, Employee Benefits, Business Planning, Finance, Strategy, Onboarding, Training, Leadership

Education
City College of San Francisco
Business Administration

Elizabeth Kleier Elizabeth Kleier San Francisco Bay Area Details
Elizabeth Kleier's Carpenter Moore Experience August 1999 - June 2002
Job Program Coordinator Kaiser Permanente Family Medicine Residency NapaSolano
Industry Hospital & Health Care
Experience
Kaiser Permanente  February 2013 - Present
City of Vallejo  December 2012 - February 2013
Benchmark Consulting  July 2008 - May 2011
The Doctors Insurance Agency   August 2004 - July 2008
Benchmark Consulting  June 2002 - August 2004
Carpenter Moore   August 1999 - June 2002
Benchmark Consulting  July 1997 - August 1999

Skills
Management, Market Planning, Microsoft Word, Executive Search, Customer Service, Marketing, Event Planning, Recruiting, Pricing, Wine, Payroll, Leadership, Food & Beverage, Human Resources, Public Speaking, Event Management, Insurance, Brand Management, Wine Tasting, Restaurants, Strategic Planning, Microsoft Excel, Social Media, Newsletters, Budgets, Fundraising, Social Media Marketing, Public Relations

Education
California State University-Chico   1988 — 1989
Communications

Bakersfield College   1986 — 1988

Sam Fairley Sam Fairley Greater New York City Area Details
Sam Fairley's Carpenter Moore Experience November 1999 - October 2005
Job EVP at RT Specialty
Industry Insurance
Experience
RT Specialty  April 2012 - Present
OakBridge Insurance Services   October 2005 - April 2012
Carpenter Moore   November 1999 - October 2005
Tri-City Insurance Brokers, Inc.   September 1993 - November 1999
Johnson & Higgins  January 1990 - July 1993
Fred. S. James & Co.   June 1987 - January 1990

Skills
Brokers, Underwriting, Employment Practices..., Financial Institutions, Management, Financial Services, Insurance, D&O, Professional Liability, Legal Liability, Commercial Insurance, Liability, Start-ups, Property & Casualty...

Education
Insurance Institute of America   1989 — 1990
Associate in Risk Management, Insurance

University of Richmond - Robins School of Business   1983 — 1987
BS, Finance, Marketing

Bryan Mullins II Bryan Mullins II Staten Island, New York Details
Bryan Mullins II's Carpenter Moore Experience July 2009 - November 2009
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  July 2013 - Present
PwC  January 2011 - June 2013
Carpenter Moore   July 2009 - November 2009
Fidelity Investments  May 2008 - November 2008

Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Adobe Acrobat, Superforms, GoSystems, OneSource, RPM, internet Ex, PowerPoint, Photoshop, AutoCAD, Internal Audit, Management, Tax Returns, Tax, SEC Filings, US GAAP, Tax Accounting, Accounting, Corporate Tax, Financial Accounting, Income Tax, Financial Statements, Tax Preparation, Tax Advisory, Insurance

Education
New York Institute of Technology-Old Westbury   2009 — 2010
Master of Business Administration (M.B.A.), Accounting

New York Institute of Technology-Old Westbury   2006 — 2009
Bachelor of Science (B.S.), Accounting

Malia Middler Malia Middler San Francisco Bay Area Details
Malia Middler's Carpenter Moore Experience December 2004 - December 2009
Job Account Manager at Swett & Crawford
Industry Insurance
Experience
Swett & Crawford, A CGSC Company   June 2015 - Present
Socius Insurance Services, Inc.   November 2012 - June 2015
Andreini & Company  August 2011 - October 2012
Shareholder.com  March 2010 - November 2010
Carpenter Moore   December 2004 - December 2009
Genesis Professional Liability Managers, a Berkshire Hathaway company   January 1999 - January 2004

Skills
D&O, Underwriting, Employment Practices..., Commercial Insurance, Brokers, Training, Professional Liability, Casualty, Directors & Officers..., Property & Casualty..., Employee Benefits, Financial Risk, Risk Management, Legal Liability, Management, Customer Service, Fiduciary, Liability, Insurance, General Insurance, Casualty Insurance

Education
University of Phoenix   2010 — 2012
MBA, Business Administration/Human Resources/Globalization

University of Phoenix   2006 — 2010
Bachelors in Business Management, Business Management

Richland Senior High School   1988 — 1991
High School Diploma

Sueyin Wong Sueyin Wong San Francisco Bay Area Details
Sueyin Wong's Carpenter Moore Experience 1997 - 2005
Job Consulting Controller at Silicon Valley Finance Group
Industry Accounting
Experience
Silicon Valley Finance Group  January 2014 - Present
Silicon Valley Finance Group  April 2012 - Present
OakBridge Insurance Services   October 2005 - July 2011
Carpenter Moore   1997 - 2005
Arthur J. Gallagher & Co.   1994 - 1997
The Segal Company  1989 - 1994

Skills
Accounting, Financial Reporting, Managerial Finance, Management, Internal Controls, Finance, Employee Benefits, Tax, Consulting, Human Resources, Mergers & Acquisitions, Financial Analysis, Internal Audit, Auditing, Start-ups, Strategic Planning, Insurance

Education
Golden Gate University   1991 — 1994
MS, Corporate Finance

University of California, Berkeley   1984 — 1988
BA, Economics/ Business Administration

Erica Short Erica Short Greater Chicago Area Details
Erica Short's Carpenter Moore Experience August 2004 - April 2007
Job Senior Underwriter at AIG
Industry Insurance
Experience
AIG  2013 - Present
Marsh & McLennan Companies, Inc.   April 2012 - September 2013
Marsh & McLennan Companies, Inc.   April 2007 - April 2012
Carpenter Moore   August 2004 - April 2007
Guess, Inc.   2002 - 2004

Skills
D&O, Employment Practices..., Healthcare, Fiduciary Liability, Non-profits, Insurance, Risk Management, Fiduciary, Underwriting

Education
Central Michigan University
BAA

Benjamin Le Clear Benjamin Le Clear Greater Los Angeles Area Details
Benjamin Le Clear's Carpenter Moore Experience February 2003 - December 2003
Job Executive Assistant at DC Comics
Industry Entertainment
Experience
DC Comics  January 2012 - Present
Warner Bros. Pictures  July 2007 - April 2012
The Grow Network/McGraw-Hill  2005 - 2006
San Francisco State University  January 2004 - June 2004
Carpenter Moore   February 2003 - December 2003
Speakeasy  January 2001 - December 2001
Speakeasy  July 2000 - December 2000
Petopia   January 2000 - June 2000
Bank of America  February 1996 - December 1999

Education
San Francisco State University   2004 — 2004
B.A, History, Speech Communications

Jon Janes Jon Janes Austin, Texas Details
Jon Janes's Carpenter Moore Experience May 2005 - September 2007
Job Executive Risk Liability
Industry Insurance
Experience
Willis  August 2015 - Present
Willis  January 2012 - August 2015
USI Insurance Services  September 2010 - December 2011
Aon  September 2007 - September 2010
Carpenter Moore   May 2005 - September 2007
Watson & Lanctot   March 2002 - May 2005

Skills
Financial Institutions, Fiduciary, Kidnap & Ransom, Private Companies, EPL, Professional Liability, D&O, Directors & Officers..., Employment Practices..., Claim, Insurance, Brokers, Legal Liability, Risk Management, Indemnity

Education
University of San Francisco School of Law   1998 — 2001
J.D., Law

Trinity University   1993 — 1997
BS, Business Administration

Thomas J. McGraw Thomas J. McGraw East Berlin, Connecticut Details
Thomas J. McGraw's Carpenter Moore Experience 1999 - 2005
Job Management and Professsional Liability Specialty Insurance Broker
Industry Insurance
Experience
ARC Excess & Surplus of New England, LLC   June 2005 - Present
Glastonbury Education Foundation   September 2008 - Present
Professional Liability Underwriting Society (PLUS) - Hartford, CT Chapter   January 2000 - January 2011
Carpenter Moore Insurance Services   2000 - 2005
Carpenter Moore   1999 - 2005
Travelers Insurance  1999 - 2000
Executive Risk/Chubb   1990 - 1999
Executive Risk Associates   1990 - 1999
Chubb  1990 - 1999
Executive Risk  1990 - 1999

Skills
Professional Liability, Insurance, Property & Casualty..., Employment Practices..., Brokers, Directors & Officers..., Liability, Underwriting, Risk Management, Commercial Insurance, Healthcare, Claim, D&O, Mergers, Legal Liability, Financial Risk, Mergers & Acquisitions

Education
The University of Connecticut   1983 — 1987
Bachelor of Arts (B.A.), Economics

Glastonbury High School   1979 — 1983

Jennise Mendoza Jennise Mendoza San Francisco Bay Area Details
Jennise Mendoza's Carpenter Moore Experience June 2001 - May 2006
Job Professional Organizer
Industry Professional Training & Coaching
Experience
Rescue Me Organizer   June 2007 - Present
John Hancock Life Insurance Company (U.S.A.)   May 2009 - February 2012
BNI  July 2007 - November 2010
NASDAQ- Carpenter Moore Insurance   May 2006 - June 2007
Carpenter Moore   June 2001 - May 2006
Safeco Insurance  October 1997 - June 2001

Skills
Organizing, Insurance, Underwriting, Networking, Real Estate, Public Speaking, Customer Service, Sales, Training, Marketing, Small Business, New Business Development, Management

Education
California State University-Long Beach   1993 — 1996
BA, Speech Communications

Rio Hondo College   1989 — 1993
AS, Paralegal

Becky Pearson Becky Pearson San Francisco Bay Area Details
Becky Pearson's Carpenter Moore Experience 2006 - 2009
Job Senior Vice President, Willis Group, FINEX North America Cyber and E&O Team
Industry Insurance
Experience
Wells Fargo Insurance Services  November 2012 - April 2015
Hays Companies  August 2010 - November 2012
AmWINS Group  May 2009 - September 2010
Carpenter Moore   2006 - 2009
Hanson, Bridgett  2003 - 2006
Shook, Hardy & Bacon   2000 - 2003

Skills
Professional Liability

Education
University of San Francisco School of Law   1997 — 2000
JD, cum laude

Stanford University   1992 — 1996
AB, Communications

Crescent Valley High School

C. Rae Spencer C. Rae Spencer Greater Minneapolis-St. Paul Area Details
C. Rae Spencer's Carpenter Moore Experience 2004 - 2007
Job Undewriting Associate at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance  December 2007 - Present
Carpenter Moore   2004 - 2007

Skills
Casualty, Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, Underwriting, Liability

Education
University of Minnesota-Twin Cities   1970 — 1974
B.A., Liberal Arts

Belinda Riordan Belinda Riordan San Francisco Bay Area Details
Belinda Riordan's Carpenter Moore Experience October 2005 - May 2009
Job Executive Underwriter Management Liability at ACE
Industry Insurance
Experience
ACE  May 2009 - Present
Carpenter Moore   October 2005 - May 2009
AIG  December 2002 - October 2005
eXchange  May 2000 - December 2002

Skills
Employment Practices..., D&O, Insurance, Underwriting, Professional Liability, Liability, Brokers, Commercial Insurance, Property & Casualty..., Commercial Lines, Directors & Officers..., Casualty

Education
San Francisco State University, College of Business   1997 — 2001
Bachelor, Marketing

Lance Sunder Lance Sunder St. Cloud, Minnesota Area Details
Lance Sunder's Carpenter Moore Experience 1997 - 2005
Job RT ProExec/OakBridge Insurance Services
Industry Insurance
Experience
RT ProExec/OakBridge Insurance Services   October 2009 - Present
Nasdaq Carpenter Moore   October 2005 - October 2009
NASDAQ  March 1997 - October 2009
Carpenter Moore   1997 - 2005
Minet, Inc.   February 1996 - March 1997
The Pillsbury Company  May 1994 - February 1996

Skills
D&O, Directors & Officers..., Employment Practices..., Professional Liability, Fiduciary, Liability, Brokers, Investor Relations, Underwriting, Mergers & Acquisitions, Commercial Insurance, Finance, Insurance, Financial Analysis, Management, Property & Casualty...

Education
St. Cloud State University - Herberger Business School   1990 — 1994
Bachelor of Science, Risk Management & Finance

Matthew Whitelaw Matthew Whitelaw San Francisco Bay Area Details
Matthew Whitelaw's Carpenter Moore Experience 2000 - 2008
Job Senior Vice President at Crump Insurance Services
Industry Insurance
Experience
CRC Insurance Services  2008 - Present
Carpenter Moore   2000 - 2008
Chubb  1998 - 2000

Skills
Insurance, Professional Liability, Workers Compensation, Underwriting, D&O, Liability, Commercial Insurance, Employment Practices..., Brokers, Legal Liability, Property & Casualty..., Commercial Lines

Education
San Francisco State University   1988 — 1991
BA, History

Craig Law Craig Law Seattle, Washington Details
Craig Law's Carpenter Moore Experience 2006 - 2008
Job Northwest Marketing Specialist at Great American Insurance
Industry Insurance
Experience
Great American Insurance  January 2013 - Present
Risc, Inc  January 2009 - January 2013
Carpenter Moore   2006 - 2008
NASDAQ OMX (former parent of Carpenter Moore)   2006 - 2008
AIG  2004 - 2006

Skills
Professional Liability, D&O, Employment Practices..., Fiduciary Liability, Coverage, Cyber / Data Breach, Directors & Officers..., Insurance, Fiduciary, Casualty Insurance, Commercial Insurance, Liability, Underwriting

Education
Arizona State University   1998 — 2002

Dunbarton   1993 — 1998

Natalie Chin Natalie Chin San Francisco Bay Area Details
Natalie Chin's Carpenter Moore Experience November 2007 - October 2009
Job Cyber Insurance Professional
Industry Information Technology and Services
Experience
Woodruff Sawyer  December 2009 - July 2015
Carpenter Moore   November 2007 - October 2009

Skills
Commercial Insurance, Professional Liability, Property & Casualty..., Insurance, Liability, D&O, Underwriting, Brokers, Employment Practices..., Casualty Insurance, Cyber Insurance

Education
University of California, Berkeley   1998 — 2002
Double Major, Asian Studies (China) & Economics

University of Washington   2005 — 2007
MA, China Studies