Carpenter Moore
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Carpenter Moore Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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