Edgewood Partners Insurance Center
Industry: Company
DescriptionFounded: 2007 President: Steve Denton CFO: Karman Chan Corporate secretary: Daniel J. Crawford General counsel: Daniel J. Crawford Subsidiaries: Frenkel & Co. Inc., The Capacity Group, Inc., Executive vice president: Daniel J. Crawford, Justin Faust (Finance, M&A)FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportEPIC Insurance Brokers and ConsultantsWebsiteDirections Saved (0) Saved Save Insurance agency in New York City, New York Address: Lefcourt Colonial Building, 295 Madison Ave, New York, NY 10017 Hours: Closed ⋅ Opens 8AM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 452-4031Category: Place name: : : Website: : : : : Website: http://www.epicbrokers.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of EPIC Insurance Brokers and Consultants Posting publicly on the Web Write a review Reviews Be the first to review
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Edgewood Partners Insurance Center Employees
Employee
Years
Job
Industry
Athena Morris Athena Morris's Edgewood Partners Insurance Center Experience June 2008 - December 2014
Job Account Manager
Industry Insurance
Experience
EBA&M December 2014 - Present
National MS Society 2009 - Present
Edgewood Partners Insurance Center June 2008 - December 2014
Benefits Resource, LLC May 1999 - May 2008
Livermore & Associates, Inc. January 1998 - January 1999
Odu January 1998 - June 1998
Colen & Lee January 1996 - 1998
IPSA Medical Management Co. January 1993 - January 1996
InterValley Health Plan January 1990 - January 1993
White Memorial Medical Center 1989 - 1990
Skills
Benefits Administration, Customer Service, Management, Employee Relations, Employee Benefits, Health Insurance, Microsoft Office, COBRA, Insurance, Workers Compensation, Medical Billing
Education
Los Angeles Trade Technical College 1982 — 1984
Commercial Art/Nursing
Schurr High School
Diploma, General Studies
Chaffey College
Registered Nursing/Registered Nurse
University of Phoenix-Southern California Campus
Bachelor of Business Administration (BBA)
EBA&M December 2014 - Present
National MS Society 2009 - Present
Edgewood Partners Insurance Center June 2008 - December 2014
Benefits Resource, LLC May 1999 - May 2008
Livermore & Associates, Inc. January 1998 - January 1999
Odu January 1998 - June 1998
Colen & Lee January 1996 - 1998
IPSA Medical Management Co. January 1993 - January 1996
InterValley Health Plan January 1990 - January 1993
White Memorial Medical Center 1989 - 1990
Skills
Benefits Administration, Customer Service, Management, Employee Relations, Employee Benefits, Health Insurance, Microsoft Office, COBRA, Insurance, Workers Compensation, Medical Billing
Education
Los Angeles Trade Technical College 1982 — 1984
Commercial Art/Nursing
Schurr High School
Diploma, General Studies
Chaffey College
Registered Nursing/Registered Nurse
University of Phoenix-Southern California Campus
Bachelor of Business Administration (BBA)
Jill Kohler's Edgewood Partners Insurance Center Experience August 2004 - September 2011
Job Senior Account Executive, Crystal & Company
Industry Insurance
Experience
Crystal & Company February 2015 - Present
Fred C. Church, Inc. August 2012 - June 2014
Edgewood Partners Insurance Center August 2004 - September 2011
Aetna Inc. October 2000 - August 2004
CIGNA Group Insurance October 1990 - October 2000
Skills
COBRA, FMLA, HRA, HIPAA, Benefit Communication, Market Research, Disability Insurance, Cafeteria Plans, Health Insurance, Healthcare Consulting, Health Marketing, Consumer Driven Health..., Health Reimbursement..., Health Savings Accounts, Flexible Savings..., Medical, Dental, Life, Disability, LTC, Insurance Negotiations, Defined Benefits, Defined Contribution, Premium Reimbursement..., Premium Only Plans, Section 125, Technical Writing, Blogger, Value Based Benefit..., Healthcare Reform, International Benefits, ERISA, Health Care Reform, Long-term Care, Medicine, Insurance, Dentistry, Defined Benefit, Brokers, Consumer Healthcare, Open Enrollment, Hospital Reimbursement, Employee Benefits, Life Insurance
Education
California State University-Sacramento 1991 — 1993
BA, Journalism and a minor in English
Louisiana State University 1987 — 1989
SalesForce Training and Utilization
Crystal & Company February 2015 - Present
Fred C. Church, Inc. August 2012 - June 2014
Edgewood Partners Insurance Center August 2004 - September 2011
Aetna Inc. October 2000 - August 2004
CIGNA Group Insurance October 1990 - October 2000
Skills
COBRA, FMLA, HRA, HIPAA, Benefit Communication, Market Research, Disability Insurance, Cafeteria Plans, Health Insurance, Healthcare Consulting, Health Marketing, Consumer Driven Health..., Health Reimbursement..., Health Savings Accounts, Flexible Savings..., Medical, Dental, Life, Disability, LTC, Insurance Negotiations, Defined Benefits, Defined Contribution, Premium Reimbursement..., Premium Only Plans, Section 125, Technical Writing, Blogger, Value Based Benefit..., Healthcare Reform, International Benefits, ERISA, Health Care Reform, Long-term Care, Medicine, Insurance, Dentistry, Defined Benefit, Brokers, Consumer Healthcare, Open Enrollment, Hospital Reimbursement, Employee Benefits, Life Insurance
Education
California State University-Sacramento 1991 — 1993
BA, Journalism and a minor in English
Louisiana State University 1987 — 1989
SalesForce Training and Utilization
Kevin Krueger's Edgewood Partners Insurance Center Experience November 2013 - March 2014
Job SDSU Alumni May 2012
Industry Financial Services
Experience
Edgewood Partners Insurance Center November 2013 - March 2014
Superior Financial Group November 2012 - June 2013
Bellwether Capital Management LLC July 2012 - November 2012
Skills
Microsoft Office, Social Media, Social Media Outreach, Public Speaking, Social Networking, Sales
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Finance
London Metropolitan University 2010 — 2011
Accounting and Finance
Northgate High School 2004 — 2008
Edgewood Partners Insurance Center November 2013 - March 2014
Superior Financial Group November 2012 - June 2013
Bellwether Capital Management LLC July 2012 - November 2012
Skills
Microsoft Office, Social Media, Social Media Outreach, Public Speaking, Social Networking, Sales
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Finance
London Metropolitan University 2010 — 2011
Accounting and Finance
Northgate High School 2004 — 2008
Braden Clarke's Edgewood Partners Insurance Center Experience June 2012 - August 2012
Job Inside Channel Developer at Veeam Software
Industry Information Technology and Services
Experience
Veeam Software August 2015 - Present
Veeam Software October 2014 - Present
CDW June 2013 - October 2014
Arizona State University August 2011 - May 2013
Edgewood Partners Insurance Center June 2012 - August 2012
Skills
Management, Sales, Customer Service, Teamwork, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Team Leadership, Training, Social Networking, Marketing, Advertising, Windows, Creative Strategy, Solution Selling, Cloud Computing, Data Center, Analysis, Highly personable, HTML, CSS
Education
Arizona State University 2009 — 2013
Business, Sustainability Studies
Red Mountain High School 2006 — 2009
Veeam Software August 2015 - Present
Veeam Software October 2014 - Present
CDW June 2013 - October 2014
Arizona State University August 2011 - May 2013
Edgewood Partners Insurance Center June 2012 - August 2012
Skills
Management, Sales, Customer Service, Teamwork, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Team Leadership, Training, Social Networking, Marketing, Advertising, Windows, Creative Strategy, Solution Selling, Cloud Computing, Data Center, Analysis, Highly personable, HTML, CSS
Education
Arizona State University 2009 — 2013
Business, Sustainability Studies
Red Mountain High School 2006 — 2009
Nathan Cunningham's Edgewood Partners Insurance Center Experience December 2006 - November 2007
Job Quality Control Auditor (Compliance) at Bay Equity, LLC
Industry Financial Services
Experience
OfficeTeam (for McMorgan & Company) January 2013 - June 2013
Apple One (for Silicon Valley Bank) March 2012 - January 2013
Apple One (for Silicon Valley Bank) March 2011 - March 2012
Henderson Strategic Financial Insurance Services July 2008 - July 2010
Agistix November 2007 - July 2008
Edgewood Partners Insurance Center December 2006 - November 2007
Apple One (for Edgewood Partners Insurance Center) August 2006 - December 2006
CUNA Mutual Group October 2004 - July 2006
American Family Insurance June 2003 - October 2004
American Family Insurance February 2003 - June 2003
Skills
Account Management, Event Planning, Microsoft Office, Calendaring, Expense Reports, Accounts Payable, Accounts Receivable, Appointment Scheduling, Front Office, Proactive self-starter, Independent Thinking, Collaboration, Interpersonal Savvy, Dealing with Ambiguity, Multitasking Skills, Executive..., Client Relations Skills, Call Center, Accurate Data Entry, Claims Investigations, Disability Claims..., Technical Support, Insurance Adjusting, Microsoft CRM, PeopleSoft, Purchase Orders, Fraud Detection, Insurance Fraud, Mortgage Fraud, Confidentiality, HIPAA, CPT, ICD-9-CM, HCPCS, Disability Insurance, Licensed Life & Health..., Marketing, Suspicious Activity..., Residential Mortgages, Encompass, Data Entry, Management, Call Centers, Access
Education
Skyline College 2007 — 2014
Associates in Arts, Interdisciplinary Studies: Social & Behavioral Sciences
Skyline College 2010 — 2011
Certificate, Central Service Technician
OfficeTeam (for McMorgan & Company) January 2013 - June 2013
Apple One (for Silicon Valley Bank) March 2012 - January 2013
Apple One (for Silicon Valley Bank) March 2011 - March 2012
Henderson Strategic Financial Insurance Services July 2008 - July 2010
Agistix November 2007 - July 2008
Edgewood Partners Insurance Center December 2006 - November 2007
Apple One (for Edgewood Partners Insurance Center) August 2006 - December 2006
CUNA Mutual Group October 2004 - July 2006
American Family Insurance June 2003 - October 2004
American Family Insurance February 2003 - June 2003
Skills
Account Management, Event Planning, Microsoft Office, Calendaring, Expense Reports, Accounts Payable, Accounts Receivable, Appointment Scheduling, Front Office, Proactive self-starter, Independent Thinking, Collaboration, Interpersonal Savvy, Dealing with Ambiguity, Multitasking Skills, Executive..., Client Relations Skills, Call Center, Accurate Data Entry, Claims Investigations, Disability Claims..., Technical Support, Insurance Adjusting, Microsoft CRM, PeopleSoft, Purchase Orders, Fraud Detection, Insurance Fraud, Mortgage Fraud, Confidentiality, HIPAA, CPT, ICD-9-CM, HCPCS, Disability Insurance, Licensed Life & Health..., Marketing, Suspicious Activity..., Residential Mortgages, Encompass, Data Entry, Management, Call Centers, Access
Education
Skyline College 2007 — 2014
Associates in Arts, Interdisciplinary Studies: Social & Behavioral Sciences
Skyline College 2010 — 2011
Certificate, Central Service Technician
Jessica O'Mara's Edgewood Partners Insurance Center Experience January 2013 - Present
Job Account Assistant/Property and Casualty for the Bay Area Branch at Edgewood Partners Insurance Center
Industry Real Estate
Experience
Edgewood Partners Insurance Center January 2013 - Present
Woodmont Real Estate Services April 2006 - November 2012
Education
California State University-Hayward 2013 — 2016
Bachelor of Science (BS), Industrial and Organizational Psychology
College of San Mateo 2010 — 2012
Psychology
California State University-Hayward
Industrial and Organizational Psychology
Edgewood Partners Insurance Center January 2013 - Present
Woodmont Real Estate Services April 2006 - November 2012
Education
California State University-Hayward 2013 — 2016
Bachelor of Science (BS), Industrial and Organizational Psychology
College of San Mateo 2010 — 2012
Psychology
California State University-Hayward
Industrial and Organizational Psychology
Joseph Vineis Joseph Vineis's Edgewood Partners Insurance Center Experience October 2009 - December 2010
Job Managing Principal and Director, Risk Management Practice
Industry Insurance
Experience
twodaymag.com January 2007 - Present
Edgewood Partners Insurance Center October 2009 - December 2010
Willis HRH January 1993 - October 2009
Hobbs Group 1993 - 2009
Frenkel & Company January 1986 - December 1992
Skills
Property & Casualty..., Insurance
Education
Iona College 1978 — 1982
twodaymag.com January 2007 - Present
Edgewood Partners Insurance Center October 2009 - December 2010
Willis HRH January 1993 - October 2009
Hobbs Group 1993 - 2009
Frenkel & Company January 1986 - December 1992
Skills
Property & Casualty..., Insurance
Education
Iona College 1978 — 1982
James Hilbrant's Edgewood Partners Insurance Center Experience June 2010 - January 2014
Job Registered Representative, Signature Resources, Inc.
Industry Insurance
Experience
Signature Resources May 2015 - Present
Western & Southern Life September 2014 - April 2015
Guardian Risk and Insurance Services January 2014 - August 2014
Edgewood Partners Insurance Center June 2010 - January 2014
Various Commercial Insurance, underwriting and producer duties May 1979 - May 2010
Skills
Licensed Property &..., Licensed Life & Health..., Umbrella Insurance, Inland Marine, Casualty, Professional Liability, Workers' Compensation, Fiduciary Liability, Analytics, Financial Risk, Hospitality Industry, HIPAA, Logistics Management, Lead Generation, Project Management, Managerial Finance, Negotiation, New Business Development, Contract Negotiation, Outsourcing, Oil/Gas, Quality Control, Risk Assessment, Underwriting, Warehousing, Property & Casualty..., Workers Compensation, Commercial Insurance, Employment Practices..., Insurance Brokerage, Liability, D&O, Health Insurance, Legal Liability, Disability Insurance, Brokers, Life Insurance, Fiduciary, Casualty Insurance
Education
Drake University 1981 — 1983
Pre requesite MBA coursework, evenings
University of Iowa 1975 — 1979
Bachelor of Science, Sociology and Economics
Signature Resources May 2015 - Present
Western & Southern Life September 2014 - April 2015
Guardian Risk and Insurance Services January 2014 - August 2014
Edgewood Partners Insurance Center June 2010 - January 2014
Various Commercial Insurance, underwriting and producer duties May 1979 - May 2010
Skills
Licensed Property &..., Licensed Life & Health..., Umbrella Insurance, Inland Marine, Casualty, Professional Liability, Workers' Compensation, Fiduciary Liability, Analytics, Financial Risk, Hospitality Industry, HIPAA, Logistics Management, Lead Generation, Project Management, Managerial Finance, Negotiation, New Business Development, Contract Negotiation, Outsourcing, Oil/Gas, Quality Control, Risk Assessment, Underwriting, Warehousing, Property & Casualty..., Workers Compensation, Commercial Insurance, Employment Practices..., Insurance Brokerage, Liability, D&O, Health Insurance, Legal Liability, Disability Insurance, Brokers, Life Insurance, Fiduciary, Casualty Insurance
Education
Drake University 1981 — 1983
Pre requesite MBA coursework, evenings
University of Iowa 1975 — 1979
Bachelor of Science, Sociology and Economics
Ira Forkish Ira Forkish's Edgewood Partners Insurance Center Experience June 2005 - March 2008
Job Expertise to understand & plan solutions for the risk environement Health Care Organizations & Providers are in today.
Industry Hospital & Health Care
Experience
Pinnacle Brokers Insurance Solutions, LLC June 2011 - Present
D&A March 2009 - June 2011
Ira Forkish Enterprises January 1993 - June 2011
Edgewood Partners Ins Center (Calco June 2005 - April 2008
Edgewood Partners Insurance Center June 2005 - March 2008
Aon Risk Services, Inc January 2000 - June 2005
J. Gregory Brown & Company January 1997 - January 2000
Healthcare Plus Insurance Services, Inc January 1993 - June 1996
Lloyd S. Berkett Agency January 1989 - January 1993
Home Life Insuance Company January 1977 - June 1989
Skills
Healthcare, Insurance, Managed Care, Employee Benefits, HIPAA, Profesional Liability, Directors & Officers, Workers Compensation, Liability, Claim, Risk Management, CEOs, Revenue Cycle, Professional Liability, Life Insurance, Disability Insurance, Brokers, Healthcare Management, Healthcare Information..., EHR, Sales, Property & Casualty..., Medicare, Strategy, Healthcare Consulting, Underwriting, Hospitals, Physicians, Healthcare Industry, Leadership, Health Policy, Legal Liability, Reinsurance, Financial Risk, Long-term Care, Analysis, Executive Management, Medicaid, Practice Management, Performance Improvement, Program Management, Claims Management, Disease Management, Management, Selling, Informatics, Medical Billing, Small Business, Process Improvement, Commercial Insurance
Education
University of Texas, School of Public Health 1984 — 1985
None, Employee Assistance Programs & Intervention Strategies
Long Island University 1970 — 1973
Bachelor of Arts, Economics & English Literature
LIU Brooklyn 1970 — 1972
BA, Business
University of Louisiana at Monroe 1967 — 1970
Business
Pinnacle Brokers Insurance Solutions, LLC June 2011 - Present
D&A March 2009 - June 2011
Ira Forkish Enterprises January 1993 - June 2011
Edgewood Partners Ins Center (Calco June 2005 - April 2008
Edgewood Partners Insurance Center June 2005 - March 2008
Aon Risk Services, Inc January 2000 - June 2005
J. Gregory Brown & Company January 1997 - January 2000
Healthcare Plus Insurance Services, Inc January 1993 - June 1996
Lloyd S. Berkett Agency January 1989 - January 1993
Home Life Insuance Company January 1977 - June 1989
Skills
Healthcare, Insurance, Managed Care, Employee Benefits, HIPAA, Profesional Liability, Directors & Officers, Workers Compensation, Liability, Claim, Risk Management, CEOs, Revenue Cycle, Professional Liability, Life Insurance, Disability Insurance, Brokers, Healthcare Management, Healthcare Information..., EHR, Sales, Property & Casualty..., Medicare, Strategy, Healthcare Consulting, Underwriting, Hospitals, Physicians, Healthcare Industry, Leadership, Health Policy, Legal Liability, Reinsurance, Financial Risk, Long-term Care, Analysis, Executive Management, Medicaid, Practice Management, Performance Improvement, Program Management, Claims Management, Disease Management, Management, Selling, Informatics, Medical Billing, Small Business, Process Improvement, Commercial Insurance
Education
University of Texas, School of Public Health 1984 — 1985
None, Employee Assistance Programs & Intervention Strategies
Long Island University 1970 — 1973
Bachelor of Arts, Economics & English Literature
LIU Brooklyn 1970 — 1972
BA, Business
University of Louisiana at Monroe 1967 — 1970
Business
Brian Marx Brian Marx's Edgewood Partners Insurance Center Experience 2009 - November 2011
Job Senior Vice President at PSA Risk Solutions Group
Industry Insurance
Experience
PSA Risk Solutions Group November 2011 - Present
Edgewood Partners Insurance Center 2009 - November 2011
Metro/Risk, Inc. 1999 - 2009
Metro/Risk, Inc. March 1992 - October 1999
Frank B. Hall of San Francisco September 1989 - November 1991
Johnson & Higgins January 1986 - September 1989
AIG Risk Management of New York April 1982 - December 1985
Skills
Property & Casualty..., Casualty, Risk Management, D&O, Financial Risk, Professional Liability, Employment Practices..., Captives, Reinsurance, Directors & Officers..., Liability, Workers Compensation, Insurance Brokerage, Alternative Risk, Claims Management, Claim, Health Insurance, Management, Solar Insurance
Education
University of Georgia 1974 — 1978
BBA, Risk Management and Insurance
PSA Risk Solutions Group November 2011 - Present
Edgewood Partners Insurance Center 2009 - November 2011
Metro/Risk, Inc. 1999 - 2009
Metro/Risk, Inc. March 1992 - October 1999
Frank B. Hall of San Francisco September 1989 - November 1991
Johnson & Higgins January 1986 - September 1989
AIG Risk Management of New York April 1982 - December 1985
Skills
Property & Casualty..., Casualty, Risk Management, D&O, Financial Risk, Professional Liability, Employment Practices..., Captives, Reinsurance, Directors & Officers..., Liability, Workers Compensation, Insurance Brokerage, Alternative Risk, Claims Management, Claim, Health Insurance, Management, Solar Insurance
Education
University of Georgia 1974 — 1978
BBA, Risk Management and Insurance
Akin Berry Akin Berry's Edgewood Partners Insurance Center Experience August 2015 - Present
Job Technical Consultant at Edgewood Partners Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center August 2015 - Present
Rael & Letson Consultants and Actuaries October 2014 - July 2015
Kaiser Foundation Health Plan March 2009 - September 2014
Kaiser Foundation Health Plan January 2006 - March 2009
Skills
Health Insurance, Underwriting, Lotus Notes, Microsoft Word, Microsoft Excel, Data Analysis, VBA, HMO, Insurance, Access, Financial Analysis
Education
California State University East Bay 2004 — 2005
Bachelor of Arts (B.A.), Economics
City College of San Francisco 2001 — 2003
Associate of Arts (A.A.), 2004
Edgewood Partners Insurance Center August 2015 - Present
Rael & Letson Consultants and Actuaries October 2014 - July 2015
Kaiser Foundation Health Plan March 2009 - September 2014
Kaiser Foundation Health Plan January 2006 - March 2009
Skills
Health Insurance, Underwriting, Lotus Notes, Microsoft Word, Microsoft Excel, Data Analysis, VBA, HMO, Insurance, Access, Financial Analysis
Education
California State University East Bay 2004 — 2005
Bachelor of Arts (B.A.), Economics
City College of San Francisco 2001 — 2003
Associate of Arts (A.A.), 2004
Sharon Sarrouh, CPCU Sharon Sarrouh, CPCU's Edgewood Partners Insurance Center Experience August 2009 - December 2011
Job Senior Account Manager at EPIC
Industry Insurance
Experience
EPIC April 2014 - Present
Hays Companies July 2013 - April 2014
WGM & Associates January 2012 - June 2013
Edgewood Partners Insurance Center August 2009 - December 2011
Metro/Risk, Inc. 2002 - August 2009
Aon 2000 - 2002
Skills
Management, Customer Service, Insurance, Leadership, Strategic Planning, Risk Management, Sales, Project Management, Microsoft Office, Marketing
Education
Arizona State University
B.S., Marketing
Arizona State University
B.S., Psychology
EPIC April 2014 - Present
Hays Companies July 2013 - April 2014
WGM & Associates January 2012 - June 2013
Edgewood Partners Insurance Center August 2009 - December 2011
Metro/Risk, Inc. 2002 - August 2009
Aon 2000 - 2002
Skills
Management, Customer Service, Insurance, Leadership, Strategic Planning, Risk Management, Sales, Project Management, Microsoft Office, Marketing
Education
Arizona State University
B.S., Marketing
Arizona State University
B.S., Psychology
Maron Impagliazzo, ARM Maron Impagliazzo, ARM's Edgewood Partners Insurance Center Experience August 2010 - Present
Job Account Executive at Edgewood Partners Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center August 2010 - Present
Bozzuto and Associates October 2007 - August 2010
Philadelphia Insurance Companies July 2004 - September 2007
Skills
Insurance, Risk Management, Claim, Analysis, Commercial Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Legal Liability, Casualty, Brokers, Underwriting, Sales Management, Training, Sales, Account Management, Employment Practices..., CRM, Liability, D&O, Umbrella Insurance, Excess, Employee Benefits, Commercial Lines, General Insurance, Health Insurance, Inland Marine, Claims Management, Reinsurance, Captives
Education
Penn State University 1999 — 2004
BA, Communications Arts and Sciences
Edgewood Partners Insurance Center August 2010 - Present
Bozzuto and Associates October 2007 - August 2010
Philadelphia Insurance Companies July 2004 - September 2007
Skills
Insurance, Risk Management, Claim, Analysis, Commercial Insurance, Workers Compensation, Property & Casualty..., Professional Liability, Legal Liability, Casualty, Brokers, Underwriting, Sales Management, Training, Sales, Account Management, Employment Practices..., CRM, Liability, D&O, Umbrella Insurance, Excess, Employee Benefits, Commercial Lines, General Insurance, Health Insurance, Inland Marine, Claims Management, Reinsurance, Captives
Education
Penn State University 1999 — 2004
BA, Communications Arts and Sciences
Adrianne Krongard Adrianne Krongard's Edgewood Partners Insurance Center Experience April 2013 - July 2014
Job Commercial Account Manager at Farallone Pacific Insurance Services
Industry Insurance
Experience
Farallone Pacific Insurance Services December 2014 - February 2015
Edgewood Partners Insurance Center April 2013 - July 2014
Marin Humane Society/WildCare/Pets Lifeline 2003 - April 2012
SVI Insurance / First American 2012 - 2012
Insurance Personnel Services 2012 - 2012
Sweet and Baker April 2005 - March 2011
Bolds Insurance 1999 - 2005
Skills
Construction, Property & Casualty..., Customer Relations, Commercial Insurance, Professional Liability, Underwriting, General Liability, D&O, Workers Compensation, Account Management, Non-profits, Employment Practices..., Umbrella, Brokers, General Insurance, New Business Development, Customer Service, Claims, Inland Marine, Excess, English, Microsoft Office, Retail, Word, Compliance, Documentation, Applied Systems, Customer Retention, Professional Services, Training Experience, Budgeting, Umbrella Insurance, Employee Benefits, Insurance, Legal Liability, Liability, Microsoft Word
Education
Dominican University of California 1992 — 1994
BA, Psychology
Farallone Pacific Insurance Services December 2014 - February 2015
Edgewood Partners Insurance Center April 2013 - July 2014
Marin Humane Society/WildCare/Pets Lifeline 2003 - April 2012
SVI Insurance / First American 2012 - 2012
Insurance Personnel Services 2012 - 2012
Sweet and Baker April 2005 - March 2011
Bolds Insurance 1999 - 2005
Skills
Construction, Property & Casualty..., Customer Relations, Commercial Insurance, Professional Liability, Underwriting, General Liability, D&O, Workers Compensation, Account Management, Non-profits, Employment Practices..., Umbrella, Brokers, General Insurance, New Business Development, Customer Service, Claims, Inland Marine, Excess, English, Microsoft Office, Retail, Word, Compliance, Documentation, Applied Systems, Customer Retention, Professional Services, Training Experience, Budgeting, Umbrella Insurance, Employee Benefits, Insurance, Legal Liability, Liability, Microsoft Word
Education
Dominican University of California 1992 — 1994
BA, Psychology
Sasha McInnis's Edgewood Partners Insurance Center Experience October 2008 - June 2010
Job Account Manager at Blackwell Insurance Agency
Industry Insurance
Experience
Blackwell Insurance Agency April 2012 - Present
Edgewood Partners Insurance Center October 2008 - June 2010
Robco Insurance February 2005 - September 2008
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Umbrella Insurance, Professional Liability, Workers Compensation, Liability, D&O, General Insurance, Insurance, Directors & Officers..., Personal Lines Auto, Homeowners, wedding insurance
Education
Saddleback College 2000 — 2004
San Clemente High School 1998 — 2000
Diploma, General Studies
Blackwell Insurance Agency April 2012 - Present
Edgewood Partners Insurance Center October 2008 - June 2010
Robco Insurance February 2005 - September 2008
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Umbrella Insurance, Professional Liability, Workers Compensation, Liability, D&O, General Insurance, Insurance, Directors & Officers..., Personal Lines Auto, Homeowners, wedding insurance
Education
Saddleback College 2000 — 2004
San Clemente High School 1998 — 2000
Diploma, General Studies
Sharon Voth's Edgewood Partners Insurance Center Experience Senior Account ManagerArthur J. Gallagher & Co.May 2006 - December 2007
Job Assistant Vice President at Edgewood Partners Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center Senior Account ManagerArthur J. Gallagher & Co.May 2006 - December 2007
Woodruff Sawyer 2002 - 2006
Skills
Casualty, Commercial Insurance, Employment Practices..., General Insurance, Insurance, Legal Liability, Professional Liability, Property, Umbrella Insurance, Underwriting, Workers Compensation, Casualty Insurance
Education
Santa Clara University 1986 — 1990
BA, Liberal Arts (History)
Edgewood Partners Insurance Center Senior Account ManagerArthur J. Gallagher & Co.May 2006 - December 2007
Woodruff Sawyer 2002 - 2006
Skills
Casualty, Commercial Insurance, Employment Practices..., General Insurance, Insurance, Legal Liability, Professional Liability, Property, Umbrella Insurance, Underwriting, Workers Compensation, Casualty Insurance
Education
Santa Clara University 1986 — 1990
BA, Liberal Arts (History)
Janet Kuo-Lovastik's Edgewood Partners Insurance Center Experience January 2012 - May 2012
Job Employee Benefits Consultant at Employee Benefits Consultant (Independent Contractor)
Industry Insurance
Experience
Employee Benefits Consultant (Independent Contractor) January 2013 - Present
Navy Region Legal Service Office June 2013 - May 2015
Edgewood Partners Insurance Center January 2012 - May 2012
EPIC June 2006 - January 2012
Skills
Brokers, Insurance, Health Savings Accounts, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Underwriting, General Insurance, Management, Claim, Account Management, Marketing, Leadership, Customer Service, Sales, Benefits Administration
Education
The American College 2009 — 2010
Life Underwriter Training Council Fellow
University of California, Berkeley 1999 — 2003
Bachelor of Arts (BA), History and Art History
Employee Benefits Consultant (Independent Contractor) January 2013 - Present
Navy Region Legal Service Office June 2013 - May 2015
Edgewood Partners Insurance Center January 2012 - May 2012
EPIC June 2006 - January 2012
Skills
Brokers, Insurance, Health Savings Accounts, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Underwriting, General Insurance, Management, Claim, Account Management, Marketing, Leadership, Customer Service, Sales, Benefits Administration
Education
The American College 2009 — 2010
Life Underwriter Training Council Fellow
University of California, Berkeley 1999 — 2003
Bachelor of Arts (BA), History and Art History
Allen Amos's Edgewood Partners Insurance Center Experience December 2007 - Present
Job Principal at Edgewood Partners Insurance center
Industry Insurance
Experience
Edgewood Partners Insurance center December 2007 - Present
Arthur J. Gallagher February 2001 - December 2007
Aon Risk Services December 1997 - July 2000
Fireman's Fund Insurance Company 1980 - 1997
Skills
Commercial Insurance, General Insurance, Construction Insurance, Liability Analysis, Commercial Lines, New Business Development, Captives, Insurance Brokerage, Excess, Inland Marine, Risk Management, Umbrella Insurance, Legal Liability, Brokers, Excess & Surplus Lines, Reinsurance, Professional Liability, Employment Practices..., D&O, Claim, Employee Benefits, Claims Management, Health Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Litigation Management, Risk Financing, Surety Bonds, CPCU
Education
Indiana University of Pennsylvania 1967 — 1971
B.S, Mathemetics, physics
Edgewood Partners Insurance center December 2007 - Present
Arthur J. Gallagher February 2001 - December 2007
Aon Risk Services December 1997 - July 2000
Fireman's Fund Insurance Company 1980 - 1997
Skills
Commercial Insurance, General Insurance, Construction Insurance, Liability Analysis, Commercial Lines, New Business Development, Captives, Insurance Brokerage, Excess, Inland Marine, Risk Management, Umbrella Insurance, Legal Liability, Brokers, Excess & Surplus Lines, Reinsurance, Professional Liability, Employment Practices..., D&O, Claim, Employee Benefits, Claims Management, Health Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Litigation Management, Risk Financing, Surety Bonds, CPCU
Education
Indiana University of Pennsylvania 1967 — 1971
B.S, Mathemetics, physics
Kenyon Hall's Edgewood Partners Insurance Center Experience October 2009 - September 2010
Job Director
Industry Insurance
Experience
Wholesale Trading Co-Op September 2010 - Present
Edgewood Partners Insurance Center October 2009 - September 2010
Willis HRH December 2008 - October 2009
Hilb Rogal & Hobbs June 2003 - December 2008
Hilb Rogal & Hobbs 2003 - 2008
Hobbs Group, LLC August 2000 - June 2003
Aon Risk Services June 1998 - August 1998
Skills
Brokers, Property, Property & Casualty..., Professional Liability, Leadership, Insurance, Commercial Insurance, Casualty, Commercial Lines
Education
University of Georgia - Terry College of Business 1997 — 2000
Risk Management & Insurance, Finance
Glynn Academy
VSU
Wholesale Trading Co-Op September 2010 - Present
Edgewood Partners Insurance Center October 2009 - September 2010
Willis HRH December 2008 - October 2009
Hilb Rogal & Hobbs June 2003 - December 2008
Hilb Rogal & Hobbs 2003 - 2008
Hobbs Group, LLC August 2000 - June 2003
Aon Risk Services June 1998 - August 1998
Skills
Brokers, Property, Property & Casualty..., Professional Liability, Leadership, Insurance, Commercial Insurance, Casualty, Commercial Lines
Education
University of Georgia - Terry College of Business 1997 — 2000
Risk Management & Insurance, Finance
Glynn Academy
VSU
Sally Yeh's Edgewood Partners Insurance Center Experience June 2010 - Present
Job Sr. Account Manager at Edgewood Partners Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center June 2010 - Present
Willis Insurance Services 2008 - 2010
HRH 1999 - 2008
Education
California State University, Chico
K - 8 grade Teaching Credential
University of Oregon
Post Grad, English, Reading Specialist
Edgewood Partners Insurance Center June 2010 - Present
Willis Insurance Services 2008 - 2010
HRH 1999 - 2008
Education
California State University, Chico
K - 8 grade Teaching Credential
University of Oregon
Post Grad, English, Reading Specialist
Lucy Madarasz's Edgewood Partners Insurance Center Experience May 2009 - Present
Job Vice President, P&C Claims at Edgewood Partners Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center May 2009 - Present
VRT Insurance Services 2007 - 2009
Zurich North America 2003 - 2007
Zurich North America 2003 - 2007
Skills
Casualty, Claim, Legal Liability, Brokers, Workers Compensation, Insurance, Liability, Commercial Insurance, Property & Casualty..., Underwriting, Contract Negotiation, Professional Liability
Education
University of California, Berkeley
B.A., Political Science
Edgewood Partners Insurance Center May 2009 - Present
VRT Insurance Services 2007 - 2009
Zurich North America 2003 - 2007
Zurich North America 2003 - 2007
Skills
Casualty, Claim, Legal Liability, Brokers, Workers Compensation, Insurance, Liability, Commercial Insurance, Property & Casualty..., Underwriting, Contract Negotiation, Professional Liability
Education
University of California, Berkeley
B.A., Political Science
Maria Riccardelli's Edgewood Partners Insurance Center Experience August 2014 - Present
Job Senior Specialist Edgewood Partners Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center August 2014 - Present
JLT Group November 2013 - August 2014
Towers Watson May 2010 - November 2013
Marsh 1996 - May 2010
Skills
Underwriting, Risk Management, Insurance, Account Management, Accounts Receivable, Claim, Employee Benefits, Process Improvement, Claims Management, Legal Liability, Financial Risk, Financial Analysis, Leadership, Team Building, Commercial Lines, Strategic Planning, Health Insurance
Education
Sacred Heart University 1996 — 1999
BS, Business
Katherine Gibbs School 1994 — 1996
Associates
Edgewood Partners Insurance Center August 2014 - Present
JLT Group November 2013 - August 2014
Towers Watson May 2010 - November 2013
Marsh 1996 - May 2010
Skills
Underwriting, Risk Management, Insurance, Account Management, Accounts Receivable, Claim, Employee Benefits, Process Improvement, Claims Management, Legal Liability, Financial Risk, Financial Analysis, Leadership, Team Building, Commercial Lines, Strategic Planning, Health Insurance
Education
Sacred Heart University 1996 — 1999
BS, Business
Katherine Gibbs School 1994 — 1996
Associates
D. Michael Enfield's Edgewood Partners Insurance Center Experience August 2009 - September 2012
Job Senior Vice President
Industry Insurance
Experience
PSA Insurance & Financial Services October 2012 - Present
Edgewood Partners Insurance Center August 2009 - September 2012
METRO/RISK, Inc. March 1992 - August 2009
Frank B. Hall & Co. of Northern California February 1989 - February 1992
Marsh & McLennan Companies, Inc. November 1967 - February 1989
Skills
D&O
Education
University of San Francisco 1963 — 1967
Political Science and Government
PSA Insurance & Financial Services October 2012 - Present
Edgewood Partners Insurance Center August 2009 - September 2012
METRO/RISK, Inc. March 1992 - August 2009
Frank B. Hall & Co. of Northern California February 1989 - February 1992
Marsh & McLennan Companies, Inc. November 1967 - February 1989
Skills
D&O
Education
University of San Francisco 1963 — 1967
Political Science and Government
Ray Skarzenski's Edgewood Partners Insurance Center Experience July 2007 - April 2011
Job Business Development Manager/Account Executive at Boldt Risk Management Solutions
Industry Insurance
Experience
Boldt Risk Management Solutions August 2014 - Present
Elkins Jones Insurance Agency Inc November 2013 - July 2014
Boldt Risk Management Solutions May 2013 - November 2013
IR Group Companies January 2012 - May 2013
Edgewood Partners Insurance Center July 2007 - April 2011
Calco Insurance Brokers May 1995 - July 2007
Skills
Property & Casualty..., D&O, Risk Management, Employee Benefits, Commercial Insurance, Professional Liability, Claims Management, Inland Marine, Strategic Planning, Surety, Financial Risk, Human Resources, Reinsurance, Brokers, Sales, Workers Compensation, Sales Management, Account Management, Underwriting, New Business Development, Training, Legal Liability, Liability, Employment Practices..., Insurance, Casualty, Umbrella Insurance, General Insurance, Commercial Lines, Surety Bonds, Excess, Captives, Health Insurance, Liability Analysis, Insurance Brokerage, Life Insurance, Disability Insurance, E&O, Claim, Fixed Annuities, Term Life Insurance, Long-term Care, Accident, Litigation Management, Enterprise Risk..., Risk Analysis, Executive Management, Product Liability, COBRA, Financial Services
Education
California State University-Hayward - School of Business and Economics 1974 — 1977
Bachelor of Science (BS), Finance, General
Boldt Risk Management Solutions August 2014 - Present
Elkins Jones Insurance Agency Inc November 2013 - July 2014
Boldt Risk Management Solutions May 2013 - November 2013
IR Group Companies January 2012 - May 2013
Edgewood Partners Insurance Center July 2007 - April 2011
Calco Insurance Brokers May 1995 - July 2007
Skills
Property & Casualty..., D&O, Risk Management, Employee Benefits, Commercial Insurance, Professional Liability, Claims Management, Inland Marine, Strategic Planning, Surety, Financial Risk, Human Resources, Reinsurance, Brokers, Sales, Workers Compensation, Sales Management, Account Management, Underwriting, New Business Development, Training, Legal Liability, Liability, Employment Practices..., Insurance, Casualty, Umbrella Insurance, General Insurance, Commercial Lines, Surety Bonds, Excess, Captives, Health Insurance, Liability Analysis, Insurance Brokerage, Life Insurance, Disability Insurance, E&O, Claim, Fixed Annuities, Term Life Insurance, Long-term Care, Accident, Litigation Management, Enterprise Risk..., Risk Analysis, Executive Management, Product Liability, COBRA, Financial Services
Education
California State University-Hayward - School of Business and Economics 1974 — 1977
Bachelor of Science (BS), Finance, General
Howard Folmar's Edgewood Partners Insurance Center Experience May 2004 - Present
Job Broker
Industry Insurance
Experience
EPIC May 2004 - Present
Edgewood Partners Insurance Center May 2004 - Present
Skills
Marketing Strategy, D&O, Property & Casualty..., Microsoft Office, Team Leadership, Brokers, Insurance, Health Insurance, Commercial Insurance, Professional Liability, Legal Liability, Leadership, Casualty, Liability, Umbrella Insurance
Education
Fuller Theological Seminary 1970 — 1975
Master of Arts (MA), Theology/Theological Studies
Michigan State University 1960 — 1964
Bachelor's degree, History
Central Square 1956 — 1960
High School, Math
EPIC May 2004 - Present
Edgewood Partners Insurance Center May 2004 - Present
Skills
Marketing Strategy, D&O, Property & Casualty..., Microsoft Office, Team Leadership, Brokers, Insurance, Health Insurance, Commercial Insurance, Professional Liability, Legal Liability, Leadership, Casualty, Liability, Umbrella Insurance
Education
Fuller Theological Seminary 1970 — 1975
Master of Arts (MA), Theology/Theological Studies
Michigan State University 1960 — 1964
Bachelor's degree, History
Central Square 1956 — 1960
High School, Math
Lindell Smith-Daniel's Edgewood Partners Insurance Center Experience February 2009 - August 2011
Job Workers' Compensation Claims Consultant
Industry Insurance
Experience
Strategic Comp Consulting September 2011 - Present
Edgewood Partners Insurance Center February 2009 - August 2011
VRT Insurance Services April 2006 - February 2008
Aon Risk Services August 1999 - March 2006
Education
San Francisco State University 1989 — 1991
Bachelor Degree, Political Science
Strategic Comp Consulting September 2011 - Present
Edgewood Partners Insurance Center February 2009 - August 2011
VRT Insurance Services April 2006 - February 2008
Aon Risk Services August 1999 - March 2006
Education
San Francisco State University 1989 — 1991
Bachelor Degree, Political Science
Deepa Neupane, ARM CPCU's Edgewood Partners Insurance Center Experience May 2015 - Present
Job Vice President Operations, Business Insurance
Industry Insurance
Experience
Edgewood Partners Insurance Center May 2015 - Present
Patra Corporation March 2011 - April 2015
Woodruff-Sawyer & Co 2006 - 2009
Jenkins Insurance Group (A Leavitt Group Affiliate) 2005 - 2006
Skills
Workflow Management, Sales, Project Management, Risk Management, Property & Casualty..., Manage Client..., Project Planning, Commercial Insurance, Client Presentation, Microsoft Excel, Microsoft Word, New Business Development, Process Efficiency, PowerPoint, Overseas Experience, Vertafore and Applied..., Budgeting and..., Hire, Coach, and Mentor, Manage communication, Staff goals and goal..., Quality control audits...
Education
UC Berkeley 2000 — 2002
Bachelor's degree, Economics
University of California, Berkeley 2000 — 2002
Bachelor's degree, Economics and Business Administration
Edgewood Partners Insurance Center May 2015 - Present
Patra Corporation March 2011 - April 2015
Woodruff-Sawyer & Co 2006 - 2009
Jenkins Insurance Group (A Leavitt Group Affiliate) 2005 - 2006
Skills
Workflow Management, Sales, Project Management, Risk Management, Property & Casualty..., Manage Client..., Project Planning, Commercial Insurance, Client Presentation, Microsoft Excel, Microsoft Word, New Business Development, Process Efficiency, PowerPoint, Overseas Experience, Vertafore and Applied..., Budgeting and..., Hire, Coach, and Mentor, Manage communication, Staff goals and goal..., Quality control audits...
Education
UC Berkeley 2000 — 2002
Bachelor's degree, Economics
University of California, Berkeley 2000 — 2002
Bachelor's degree, Economics and Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY