Financial Pacific Insurance. A Member of the United Fire Group
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Financial Pacific Insurance. A Member of the United Fire Group Employees
Quality Telecom Consultants, Inc. June 2014 - Present
Self-employed October 2013 - Present
Liberty Home Equity Solutions October 2012 - September 2013
Financial Pacific Insurance. A Member of the United Fire Group May 2007 - September 2012
Perry-Smith LLP August 2004 - May 2007
Skills
Financial Accounting, Accounting, Full-Charge Bookkeeping, CPA, Office Administration, Microsoft Excel, Access, QuickBooks, Office 365, Turbo Tax, TaxAct, AS400 system, Oracle, Microsoft Dynamics, Paychex, ADP Payroll, Quicken, Financial Reporting, Accounts Payable, Accounts Receivable, Notary Public, Tax Returns, PowerPoint, Microsoft Word, Start-ups, Entrepreneurship, Chart of Accounts, Cash Flow, Cash Management, Account Reconciliation, Bank Reconciliation, Management
Education
California State University-Sacramento 2002 — 2004
Bachelor of Science (BS), Accounting
Univera May 2012 - Present
Financial Pacific Insurance. A Member of the United Fire Group February 2008 - Present
Downey Brand LLP January 2006 - February 2008
Wait Law Firm October 2001 - December 2006
Skills
Outlook, Public Speaking, Event Planning, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Pleadings, Nonprofits
Education
Reed High School 1989 — 1993
Career College of Northern Nevada
Associates, Computer Business Management
Financial Pacific Insurance. A Member of the United Fire Group April 2015 - Present
York Risk Services Group June 2009 - April 2015
Esurance January 2004 - June 2009
Skills
Subrogation, Claims Management, Property Damage, Liability Analysis, Claim Investigation, Casualty Insurance, Claim, Claims Handling, Commercial Insurance, Customer Service, Insurance, General Insurance, Liability, Property
Education
De Anza College 2000 — 2002
Business Administration and Management, General
Independent September 2012 - Present
San Francisco,CA February 2006 - August 2012
Financial Pacific Insurance. A Member of the United Fire Group December 2003 - February 2006
General Accident/CGU/Liberty Mutual July 1990 - October 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
Boston College - Carroll School of Management 1973 — 1977
Bachelors of Science, Marketing
Imperium Equity Partners November 2013 - Present
Financial Pacific Insurance. A Member of the United Fire Group February 2007 - August 2013
US Small Business Administration August 2005 - November 2006
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, Financial Analysis, Risk Management, Liability, Casualty Insurance, Financial Risk, Bonds
Education
California State University-Sacramento 1985 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Financial Pacific Insurance. A Member of the United Fire Group June 2012 - November 2012
Primacy Investigations July 2011 - September 2012
Progressive Insurance September 2002 - May 2009
Progressive Insurance July 2000 - September 2002
Progressive Insurance December 1998 - July 2000
Progressive Insurance December 1994 - December 1998
Progressive Insurance March 1990 - December 1994
Progressive Insurance June 1989 - March 1990
Education
California State University-Sacramento 1986 — 1990
California Department of Insurance December 2011 - Present
Financial Pacific Insurance. A Member of the United Fire Group February 2011 - November 2011
Commercial Risk Analyst February 2010 - February 2011
Socius Insurance Services, Inc March 2008 - February 2010
Colemont Insurance Brokers, LLC January 2006 - March 2008
Hull & Company October 2003 - January 2006
Yates & Associates Insurance Services January 1998 - October 2003
Firemans Fund Insurance Company 1995 - 1998
Skills
Commercial Insurance, Property & Casualty..., Insurance, Excess, Liability, Casualty, Underwriting, Workers Compensation, Commercial Lines, Umbrella Insurance, Brokers, Inland Marine, Excess & Surplus Lines, General Insurance, Insurance Auditor, Compliance, Insurance Compliance, Analytical Skills, Insurance Marketing, Pollution Liability, Professional Liability, Directors and Officers..., Builders Risk, Course of Construction, Difference In Condition, Marketing, Construction Insurance, Reinsurance, Directors & Officers..., Casualty Insurance
Education
San Francisco State University
Bachelor of Arts, Political Science - Public Administration
Financial Pacific Insurance. A Member of the United Fire Group July 2012 - Present
Financial Pacific Insurance. A Member of the United Fire Group March 2011 - July 2012
Rogers & Young Insurance Services June 2000 - March 2011
Allied Insurance June 1986 - June 2000
Skills
Commercial Insurance, Property & Casualty...
Education
Tulane University
BA, English
Financial Pacific Insurance. A Member of the United Fire Group December 2012 - Present
Financial Pacific Insurance. A Member of the United Fire Group August 2010 - December 2012
Northern Video Systems Inc December 2003 - July 2010
Nortrax 2000 - 2003
Independent Business Group 1990 - 2000
Skills
Customer Service, Sales, Team Building, Account Management, Microsoft Office, Data Entry, Expense Management, Vlookup, Expenses, Pivot Tables, Inventory Management, 10 Key, Accounting, Account Reconciliation, Financial Accounting, General Ledger, Accounts Receivable, Invoicing, Time Management, Microsoft Excel, Management, Microsoft Word, Leadership, Training
Education
Chabot College 1985 — 1990
General, General Studies
Tennyson High School 1980 — 1985
General, General Studies
Financial Pacific Insurance. A Member of the United Fire Group February 2012 - Present
The Hartford December 2008 - February 2012
Encompass Insurance January 2005 - December 2008
Allstate April 1999 - December 2005
Allied Insurance March 1995 - April 1999
Maryland Casualty 1988 - 1993
Skills
Commercial Insurance, Underwriting, Property & Casualty..., Sales Management, Marketing Strategy, Marketing Management, Personal Insurance, Strategic Leadership, Team Leadership, Insurance, General Insurance, Employment Practices..., Marketing, Commercial Lines, Sales, Brokers, Casualty Insurance
Education
California State University-Sacramento
BS, Business, Insurance
Jesuit
State Street April 2014 - Present
State Street December 2011 - April 2014
State Street March 2009 - December 2011
State Street December 2007 - March 2009
Investors Bank & Trust May 2007 - December 2007
Investors Bank & Trust May 2006 - May 2007
Investors Bank & Trust May 2005 - May 2006
Financial Pacific Insurance. A Member of the United Fire Group February 1999 - May 2005
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Relationship Management, Derivatives, Fund Accounting
Education
California State University-Sacramento
Bachelor's Degree, Finance, General
Dongbu Insurance US Branch / California Operations January 2014 - Present
Cooking Underwriter September 2009 - Present
Financial Pacific Insurance. A Member of the United Fire Group October 2011 - June 2013
USI of Southern California February 2007 - September 2009
NORCAL Mutual Insurance Company August 1997 - September 2006
Skills
General Liability, Casualty, Underwriting, Insurance, Medical Malpractice, Professional Liability, Liability, Property & Casualty..., Commercial Insurance, Umbrella, Commercial Lines, Program Business, BOP, Inland Marine, Crime, Boiler & Machinery, Commercial Auto, Social Media Marketing, Web Design, Content Management, Legal Liability, Employee Benefits, Risk Management, General Insurance, Claim, D&O, Social Media, Product Marketing, Production Underwriting, Excess & Surplus Lines, Blogging, Program Development, Construction Insurance, Farm Labor Insurance, Reinsurance, Customer Retention, Loss Prevention, Brokers, Excess, Claims Management, Fundraising, Health Insurance, Disability Insurance, Liability Analysis, Life Insurance, Long-term Care, Leadership, Marketing, Training, Term Life Insurance
Education
University of California, Los Angeles 1986 — 1988
Fashion Design
Blair High School
Pasadena City College
Financial Pacific Insurance. A Member of the United Fire Group 2012 - Present
The Hartford 2009 - 2012
All Risks, Ltd 2007 - 2009
Chubb Insurance 2005 - 2007
Encompass Insurance 1998 - 2005
Skills
Sales, Marketing, Brokers, Marketing Strategy, Property & Casualty..., Sales Management, Life Insurance, Health Insurance, Risk Management, D&O, Disability Insurance
Education
California Polytechnic State University-San Luis Obispo
Economics
Western Heritage Insurance Co. 2003 - Present
Financial Pacific Insurance. A Member of the United Fire Group February 1994 - February 2001
Skills
Insurance, Commercial Insurance, Legal Liability, Casualty, Commercial Lines, Liability, Underwriting, Reinsurance, CPCU, Property & Casualty..., Inland Marine, General Insurance, Claim, Claims Management, Professional Liability
Education
UCLA 1954 — 1957
Bachelor of Arts (BA), Geography / History
University of California, Los Angeles 1952 — 1957
Batchelor of Arts, American History (United States)