Edgewood Partners Insurance Center (EPIC)

Industry: Company

Description

Founded: 2007 President: Steve Denton CFO: Karman Chan Corporate secretary: Daniel J. Crawford Subsidiaries: Frenkel & Co. Inc., The Capacity Group, Inc., Executive vice president: Daniel J. Crawford, Justin Faust

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Edgewood Partners Insurance Center (EPIC) Employees

Employee
Years
Job
Industry
James Macnair James Macnair Sacramento, California Area Details
James Macnair's Edgewood Partners Insurance Center (EPIC) Experience January 2008 - Present
Job Vice President of Business Development at EPIC
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC)   January 2008 - Present
Kelley & Swain, Inc.   2007 - 2009
Aflac  April 2007 - January 2008
Vector Marketing  August 2002 - May 2004

Skills
New Business Development, Client Development, Relationship Marketing, Customer Retention, Social Media Marketing, Business Development, Sales Process, Cold Calling, Lead Generation, Strategy, Contract Negotiation, Time Management, Start-ups, Sales Presentations, Customer Experience, B2B, Market Research, Coaching, Leadership, Sales, Strategic Planning, Employee Benefits, Team Building

Education
California State University-Monterey Bay   2002 — 2007
Bachelor of Science in Business Administration (BSBA), Business, Marketing, Accounting

Colfax High

Rachel Frazier, CEBS Rachel Frazier, CEBS San Francisco Bay Area Details
Rachel Frazier, CEBS's Edgewood Partners Insurance Center (EPIC) Experience April 2011 - March 2013
Job Senior Manager Global Benefits
Industry Human Resources
Experience
Zynga  August 2015 - Present
University of San Francisco  May 2013 - August 2015
Edgewood Partners Insurance Center (EPIC)   April 2011 - March 2013
Presidio Benefits Group  2009 - April 2011
1st United Services Credit Union  June 2005 - December 2008
Claremont EAP   July 2002 - May 2005
Bay Area Academy--SFSU   July 2001 - July 2002

Skills
Training, Insurance, Organizational..., Human Resources, Project Planning, Management, Employee Benefits, Marketing Communications, Coaching, Strategic Planning, Performance Management, Employee Relations, Benefits Administration, Change Management, Leadership, Public Speaking, Leadership Development, Healthcare, Employee Training, Process Improvement, Onboarding, Recruiting, HRIS, Strategy, Policy, Deferred Compensation, New Hire Orientations, Time Management, Budgets, Customer Service, Marketing, Program Management, Staff Development, COBRA, Project Management, Nonprofits, Conflict Resolution, Hiring, Disability Insurance, Fundraising, Cross-functional Team..., Team Building, Workforce Planning

Education
Pittsburg State University   1999 — 2001
Master of Science, Psychology, Organizational Development

Pittsburg State University   1999 — 2000
Bachelor of Science, Psychology

University of California, Berkeley
Certificate, Mediation

Denitsa (Petrova) Dryer Denitsa (Petrova) Dryer Irvine, California Details
Denitsa (Petrova) Dryer's Edgewood Partners Insurance Center (EPIC) Experience August 2015 - Present
Job Account Manager at Edgewood Partners Insurance Center (EPIC)
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC)   August 2015 - Present
Edgewood Partners Insurance Center (EPIC)   August 2010 - Present
RMI Insurance   June 2004 - July 2010
Blockbuster Video  September 2001 - January 2006

Skills
Commercial Insurance, Marketing Communications, Customer Service, Social Media Marketing, Microsoft Office, Market Research, Insurance, Workers Compensation, Public Speaking, Sales, Marketing, Social Media, Risk Management, Management, Teamwork, Sales Management, Analysis, New Business Development, Property & Casualty..., Leadership

Education
California State University-Fullerton   2010 — 2012
Baccalaureate of Arts, Business Administration / Marketing

Irvine Valley College   2007 — 2010
Associate in Arts, Business Administration/Social and Behavioral Sciences

Eric Chua Eric Chua Greater Los Angeles Area Details
Eric Chua's Edgewood Partners Insurance Center (EPIC) Experience December 2008 - August 2010
Job Assistant Vice President at Willis Insurance Services
Industry Insurance
Experience
Willis Insurance Services  September 2014 - Present
Marsh  August 2010 - September 2014
Edgewood Partners Insurance Center (EPIC)   December 2008 - August 2010
Arthur J Gallagher  June 2006 - December 2007
Marsh  2000 - 2006

Skills
Property & Casualty..., Underwriting, Surety Bonds, Team Building, Commercial Lines, Microsoft Office, Professional Liability, Claim, Inland Marine, Leadership, Casualty, Reinsurance, Employment Practices..., Microsoft Excel, Negotiation, Commercial Insurance, Risk Analysis, Enterprise Risk..., Project Management, General Insurance, Risk Assessment, Sales, Brokers, Marketing Strategy, Management, D&O, Marketing, Excess, Account Management, New Business Development, Insurance Brokerage, Health Insurance, Insurance, Strategic Planning, Risk Management, Workers Compensation, Team Leadership, Umbrella Insurance, Business Development, Financial Risk, Claims Management, Cold Calling, Marketing Communications, Liability, Sales Management, Salesforce.com, Social Media Marketing, Captives, Customer Service, Legal Liability

Education
San Jose State University
BS Industrial Engineering, Manufacturing

St. Michaels Abbey

Jennifer Heliotes, CISR Jennifer Heliotes, CISR San Francisco Bay Area Details
Jennifer Heliotes, CISR's Edgewood Partners Insurance Center (EPIC) Experience 2010 - Present
Job Account Executive at EPIC
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC)   2010 - Present
Wells Fargo Insurance Services USA, Inc.   2008 - 2010
ABD Insurance and Financial Services  March 2004 - December 2008
HealthSouth  2002 - 2004

Skills
Non-profits, Construction, Medical Groups, Wineries, Insurance, Workers Compensation, Commercial Insurance, Sales, Account Management, Marketing, Brokers, Professional Liability, Nonprofits, Legal Liability, D&O, Property & Casualty..., Casualty Insurance, General Insurance, Liability

Education
Loyola Marymount University   1998 — 2002
BA, Business

Jessyca Abraham Jessyca Abraham Concord, California Details
Jessyca Abraham's Edgewood Partners Insurance Center (EPIC) Experience March 2014 - Present
Job Account Coordinator for Personal Lines
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC)   March 2014 - Present
Audio Video & Satellite Solutions   January 2011 - September 2014

Skills
Outlook, Microsoft Word, PowerPoint, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, English, Research, Windows, Teaching, HTML, Budgets, Negotiation, C++, Editing, C, Nitro, Applied

Education
Diablo Valley College   2010 — 2011

Alhambra High School   2006 — 2010

Caitlin Looney Caitlin Looney Livermore, California Details
Caitlin Looney's Edgewood Partners Insurance Center (EPIC) Experience Account ManagerHerzog InsuranceOctober 2008 - October 2013
Job Account Assistant at Edgewood Partners Insurance Center (EPIC)
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC)   Account ManagerHerzog InsuranceOctober 2008 - October 2013

Skills
Customer Service, Insurance, Property, General Insurance, Commercial Insurance, Liability

Education
Las Positas College   2008 — 2010
Associate's degree, Criminal Justice and Corrections

Livermore Highschool

Victor Mcknight Victor Mcknight San Francisco Bay Area Details
Victor Mcknight's Edgewood Partners Insurance Center (EPIC) Experience August 2011 - Present
Job Principal at Edgewood Partner Insurance Center
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC)   August 2011 - Present
Mark West Union School District   2011 - Present
Sitzmann Morris & Lavis  July 2004 - August 2011
Rogers Benefit Group  August 1999 - June 2004

Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Health Care Reform, Life Insurance, Executive Pay, Brokers, Health Savings Accounts, Term Life Insurance, Benefits Administration, Disability Insurance, Workers Compensation, Long-term Care, Underwriting, Employee Wellness, Benefits Negotiation, Retirement, COBRA, Medicare, 401k

Education
St. Mary's College of California   2000 — 2002
BA Business Management

AJ Cohen AJ Cohen San Francisco Bay Area Details
AJ Cohen's Edgewood Partners Insurance Center (EPIC) Experience December 2008 - July 2010
Job Senior Vice President at Hub International
Industry Insurance
Experience
Hub International  July 2013 - Present
Arthur J. Gallagher & Co.   July 2010 - July 2013
Edgewood Partners Insurance Center (EPIC)   December 2008 - July 2010
Frank Crystal & Co.   April 2005 - November 2008
ABD Insurance and Financial Services, Inc.   April 1990 - March 2005
Johnson & Higgins  1985 - 1988

Skills
Insurance, Employee Benefits, Health Insurance, Workers Compensation, Underwriting, Brokers, Property & Casualty..., Disability Insurance, Health Savings Accounts, Professional Liability, Commercial Insurance, Claim, Benefits Administration, Healthcare, Risk Management, Life Insurance, Casualty, Legal Liability, Medicare, Long-term Care, Health Care Reform, COBRA, Self-funded, Term Life Insurance, Insurance Brokerage, Leadership, Captives, Management, Strategic Planning

Education
Saint Mary's College of California   1985 — 1987
MS, Health Services Administration

University of California, Berkeley   1979 — 1982
BS, Political Economics of Natural Resources

Woodside High School   1974 — 1978

Lance Dalzell-Piper Lance Dalzell-Piper San Francisco Bay Area Details
Lance Dalzell-Piper's Edgewood Partners Insurance Center (EPIC) Experience July 2007 - January 2013
Job Head of West Zone at Allianz Global Corporate & Specialty (AGCS)
Industry Insurance
Experience
Allianz Global Corporate & Specialty (AGCS)   August 2015 - Present
Edgewood Partners Insurance Center (EPIC)   July 2007 - January 2013
Marsh Inc  October 2004 - July 2007

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

Education
Goldsmiths, University of London   1978 — 1981
Bachelor’s Degree, History

Reagan Peralta Reagan Peralta San Francisco Bay Area Details
Reagan Peralta's Edgewood Partners Insurance Center (EPIC) Experience October 2012 - April 2015
Job Account Executive at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services  May 2015 - Present
Edgewood Partners Insurance Center (EPIC)   October 2012 - April 2015
Heffernan Insurance Brokers  August 2009 - October 2012
Woodruff Sawyer  July 2006 - April 2009
Andreini & Company  March 2005 - July 2006
Sitzmann Morris & Lavis  September 2002 - March 2005
Maxicare CIGNA Philippines   1995 - 2000

Skills
Employee Benefits, Account Management, Brokers, Benefits Administration, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance

Education
Manila Doctors College
Bachelors of Science, Psychology

Manila Doctors College
Bachelor of Science (B.S.), Psychology

Robert Dutto Robert Dutto San Francisco Bay Area Details
Robert Dutto's Edgewood Partners Insurance Center (EPIC) Experience 2008 - Present
Job Principal at EPIC
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC)   2008 - Present
EPIC  December 2007 - Present

Skills
Property & Casualty..., Workers Compensation, Insurance, Brokers, Legal Liability, Professional Liability, Casualty, Commercial Insurance, Liability, Commercial Lines

Education
University of California, Berkeley

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