Examination Resources, LLC
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Examination Resources, LLC Employees
Examination Resources, LLC November 2014 - Present
RiverSource Life Insurance Co. of New York at Ameriprise Financial Services, Inc. July 2007 - October 2014
Ameriprise Financial Services, Inc. June 1998 - June 2007
Ameriprise Financial Services, Inc. September 1995 - May 1998
Skills
Regulatory Operations, Financial Services, Insurance Regulatory, Compliance, Operations Management, Customer Service, Strategic Planning, Offshoring, Outsourcing, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Strategic Communications, Series 24, Series 7, Series 63, Vendor Management, Insurance, Business Analysis, Strategy
Education
State University of New York at Albany 1989 — 1991
Bachelor of Arts (B.A.), Economics
LeMoyne College 1987 — 1989
Examination Resources, LLC December 2014 - Present
National Association of Insurance Commissioners May 2008 - November 2014
National Association of Insurance Commissioners (NAIC) April 2004 - May 2008
Missouri Department of Insurance April 2001 - April 2004
Arthur Andersen, LLP December 1998 - April 2001
Missouri Department of Insurance 1990 - November 1998
Leonard's Insurance and Real Estate 1981 - 1987
Skills
Social Media, Market Analysis, Regulated Industries, Insurance, Compliance, Analysis, Staff Mentoring, Staff Training, Regulations, Policy, Strategic Planning, Strategy, Data Analysis, Financial Regulation, Project Planning, Reinsurance, Leadership, Management, Training, Market Conduct, Public Speaking, Underwriting, Property & Casualty..., Change Management, Business Analysis, Budgets, Process Improvement, Risk Management, Forecasting, Marketing, Coaching, Health Insurance
Education
Rockhurst University 1993 — 1996
MBA, Executive Semester
Missouri Southern State University 1986 — 1990
BS, Double majored in Marketing/Management and Finance/Economics, Graduated Cum Laud
Examination Resources, LLC January 2015 - Present
Sawgrass Mutual Insurance Company January 2012 - October 2014
Examination Resources, LLC August 2009 - December 2011
Northern Capital Insurance June 2008 - July 2009
Butler, Dunlap and Lindquist, LLC 2001 - 2008
Skills
Commercial Insurance, Property & Casualty..., Insurance, Reinsurance, Claim, Casualty, Underwriting, Commercial Lines, Risk Management, Legal Liability, Liability, Claim Investigation, Brokers, General Insurance, Claims Management, Litigation Management, Subrogation, Professional Liability, Excess, Umbrella Insurance, Workers Compensation, CPCU
Education
Florida State University - College of Business
Bachelors, Finance
Examination Resources, LLC February 2002 - Present
Georgia Department of Insurance September 2001 - February 2002
Huff Thomas June 1998 - September 2001
Florida Office of Insurance Regulation June 1996 - June 1998
NH Insurance Department July 1986 - June 1996
Skills
Strategic Planning, Underwriting, Insurance, Health Insurance, Auditing, Enterprise Risk..., Financial Risk, Internal Audit, Internal Controls, General Insurance, Reinsurance, Property & Casualty..., Accounting, Corporate Governance, Insurance Law, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Liability, Financial Reporting, Captives, Analysis, Finance, Risk Assessment, Market Conduct
Education
Franklin Pierce College 1990 — 1993
B.S., Accounting and Finance
Franklin Pierce College 1990 — 1993
Certificate, International Business
Examination Resources, LLC June 2015 - Present
NAIC September 2010 - May 2015
NAIC July 2008 - September 2010
Various Retail and Service Industry Companies January 1990 - January 2002
Skills
Policy, Insurance, Access, Quality Assurance, Data Analysis, Software Documentation, Continuum of Regualtory..., Compliance, Research, Training, Government, Process Improvement, Insurance Law, Reinsurance, Claim, Risk Management, Analysis
Education
University of Missouri-Kansas City 2004 — 2006
Bachelor of Arts, Political Science & Communication Studies
Maple Woods Community College 2002 — 2004
Associate's degree, Political Science and Government
Examination Resources, LLC September 2005 - Present
State of Tennessee September 2002 - September 2005
Self Employed December 1997 - September 2002
Retail Banking June 1992 - December 1997
Real Estate Appraisal September 1990 - June 1992
Retail Banking December 1984 - September 1990
Skills
Casualty, Insurance, Management, Property & Casualty..., Underwriting, Claim, Banking, Finance, Financial Risk, General Insurance, Reinsurance, Mutual Funds, Risk Management, Enterprise Risk..., Liability, Casualty Insurance, Commercial Insurance
Education
College for Financial Planning
Southeastern School of Banking
Graduate, Banking
The University of Memphis
BBA, Finance
Examination Resources, LLC September 2013 - February 2014
Florida Agency for Health Care Administration September 2012 - September 2013
Florida Office of Insurance Regulation December 2008 - May 2012
Florida Office of Insurance Regulation January 2005 - January 2008
Florida Office of Insurance Regulation January 2003 - January 2005
Florida Office of Insurance Regulation January 2000 - January 2003
Florida Department of Insurance December 1995 - January 2000
Rogers Atkins Insurance January 1990 - December 1995
Skills
Microsoft Office, Microsoft Excel, Windows, Research, Outlook, Teaching, Public Speaking, Goal Setting and..., regulatory management, investigative management, Certified Public Manager, Certified Investigator, legislative experience, Affordable Care Act, health insurance issues, Managed Care market, Government, Investigation, Policy, Process Optimization, Regulations, Staff Management, Nonprofits, Policy Analysis, Public Policy, Strategic Planning, Community Outreach, Legal Research, Legislative Relations, Public Relations, Legislation
Education
Florida State University
Masters, Public Administration
Barry University 2007 — 2009
Bachelor of Science (BS), Public Administration
KPMG February 2015 - Present
Alvarez & Marsal November 2014 - February 2015
Examination Resources, LLC August 2011 - October 2014
NJ Department of Banking and Insurance April 2004 - August 2011
New Jersey Department of Banking and Insurance July 1994 - April 2004
New Hampshire Department of Insurance November 1987 - July 1994
North American Reinsurance Corp/Swiss RE Group October 1985 - October 1987
New York Life Insurance Company May 1984 - October 1985
Skills
Reinsurance, Financial Risk, Solvency II, Policy, Underwriting, Insurance, General Insurance, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Property & Casualty..., Internal Controls, Internal Audit, Financial Reporting, Claim, Auditing, Professional Liability, Accounting, Financial Analysis, Finance, Brokers, Commercial Lines
Education
University of South Carolina - The Moore School of Business
BS, Accounting
Examination Resources, LLC January 2015 - Present
Examination Resources, Inc February 2011 - January 2015
Insurance Regulatory Examiners Society (IRES) 2014 - 2014
Examination Resources, Inc January 2009 - February 2011
INS Regulatory Insurance Services June 2000 - December 2008
Skills
Insurance, Underwriting, General Insurance, Financial Risk, Auditing, Reinsurance, Risk Management, Risk Assessment, Internal Audit, Microsoft Office, Project Management, Disaster Recovery, Corporate Governance, Claim, Property & Casualty..., Enterprise Risk..., Health Insurance, Management, Market Conduct, Analysis, Homeowners
Education
University of North Carolina at Wilmington 1995 — 1999
Bachelor of Arts (BA), Communication and Media Studies
University of North Carolina at Wilmington 1995 — 1999
Minor in Leadership Studies
East Rowan High School 1992 — 1995
Examination Resources, LLC July 2015 - Present
Governor's Office of Health Innovation and Transformation January 2014 - January 2015
Office of the Governor June 2013 - January 2014
Illinois Health Insurance Marketplace, Office of the Governor January 2013 - June 2013
Illinois Department of Insurance May 2011 - January 2013
Office of U.S. Senator Hillary Rodham Clinton March 2005 - July 2007
Skills
Project Management, Government, Regulatory compliance, Policy Analysis, Federal Grants..., Legal Writing, Public Policy, Legal Research, Health Policy, Policy, Legislative Relations, Public Speaking, Community Outreach, Politics, Grants, Research, Political Campaigns, Legislation
Education
Loyola University Chicago School of Law 2007 — 2010
Doctor of Law (J.D.), Health Law
Fordham University
Bachelor of Arts (B.A.), French Language and Literature
Examination Resources, LLC April 2013 - Present
Deloitte September 2011 - April 2013
Kretsch & Gust, PLLC May 2009 - October 2011
Fredrikson & Byron September 2009 - May 2010
Skills
Legal Research, Westlaw, Legal Writing, Tax Law, Corporate Law, Mediation, Legal Issues
Education
University of Saint Thomas School of Law 2008 — 2011
J.D., Cum Laude
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Accounting
Examination Resources, LLC August 2010 - Present
Rector & Associates August 2008 - August 2010
NAIC December 2000 - August 2008
National Association of Insurance Commissioners (NAIC) 2000 - 2008
Shelter Reinsurance Company June 1992 - December 2000
Skills
Reinsurance, Insurance, Financial Risk, Underwriting, Solvency II, Risk Management, Property & Casualty..., Actuarial Science, General Insurance, Enterprise Risk..., Claims Management, Claim, Risk Assessment, Liability, Financial Regulation, Corporate Governance, Insurance Law, Casualty, Commercial Insurance, Professional Liability, Legal Liability
Education
Georgetown University 1988 — 1992
Bachelor of Science, School of Foreign Service, International Economics with a Concentration in Finance and Commerce
Examination Resources, LLC March 2013 - Present
Rector & Associates, Inc. April 2004 - March 2013
Limited Brands August 1997 - April 2004
Milwaukee County District Attorney's Office March 1995 - July 1997
Skills
Health Care Regulation, Policy, Legal Writing, Negotiation, Life & Health Insurance..., Insurance, Affordable Care Act, Health Insurance, General Insurance, Insurance Law
Education
Georgetown University Law Center 1991 — 1994
JD
Northwestern University 1987 — 1991
B.S., Computer Science (Engineering)
Examination Resources, LLC 2013 - Present
Ervin Financial Services, LLC 2012 - April 2014
Southern Casualty Insurance Company 2012 - 2013
Interstate National 2010 - 2012
American Safety Insurance 2008 - 2010
Builders Insurance Group 2006 - 2008
Scottish Re 2006 - 2008
Canada Life 1998 - 2006
Ernst and Young LLP 1991 - 1998
United Way of Greater Chattanooga 1991 - 1991
Skills
Commercial Insurance, Legal Liability, Commercial Lines, Professional Liability
Education
The University of Tennessee at Chattanooga
Examination Resources, LLC August 2013 - Present
Skills
Auditing, Accounting, Access, Internal Controls, Analysis
Education
University of North Texas
Bachelor of Science (B.S.), Accounting