Heffernan Insurance Brokers
Industry: Insurance company
DescriptionFounded: 1978 Parent organization: Heffernan Group Foundation LLC Subsidiaries: Pilot Benefits Group, LLC, BCA Insurance Inc., FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportHeffernan Insurance BrokersWebsiteDirections Saved (0) Saved Save 1 Google review Insurance agency in Chesterfield, Missouri Address: 16100 Swingley Ridge Rd #250, Chesterfield, MO 63017 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (636) 536-2082Website: : Category: : : : : Place name: : Website: https://www.heffins.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. 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 Heffernan Insurance Brokers Posting publicly on the Web Write a review Reviews 1 Google review
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Heffernan Insurance Brokers Employees
Employee
Years
Job
Industry
Jeff Malek Jeff Malek's Heffernan Insurance Brokers Experience 1984 - 1987
Job CMO at RAM Group Inc.
Industry Marketing and Advertising
Experience
RAM Group Inc. June 2014 - Present
Blue Flame Competition Grillers January 2001 - Present
Savant Advice LLC April 1990 - Present
St. Roman Parish & School June 2003 - March 2014
Bestmeetingoftheyear.com / Freedom Personal Development March 2010 - March 2013
Savant Advice LLC February 1994 - August 2007
Noble Lowndes/ Hogg Robinson 1989 - 1994
Heffernan Insurance Brokers 1984 - 1987
Skills
C Level Sales, Personal Branding, Complex Problem Solving, Culinary, Student Pilot, Charity Auctioneer, Coaching, Connecting the Dots, Motivational Speaking, Fundraising Consulting, Auction Management, Volunteer Recruiting, Volunteer Training, Volunteer Management, Event Producing, Accelerated Learning..., Police/Fire/EMT..., Sales, Fundraising, Culinary Skills, Entrepreneurship, Team Building, Budgets, Strategic Planning, Management, Leadership, Social Media Marketing, Marketing Strategy, Sales Management, Time Management, Small Business, Personal Development, Project Planning, Training, Public Speaking, Negotiation, Marketing, Executive Coaching, Event Planning, Social Networking, Staff Development, Business Coaching, Event Management, Employee Training
Education
Marquette University 1978 — 1983
St. Thomas More 1972 — 1977
Pre College/High School, Business
RAM Group Inc. June 2014 - Present
Blue Flame Competition Grillers January 2001 - Present
Savant Advice LLC April 1990 - Present
St. Roman Parish & School June 2003 - March 2014
Bestmeetingoftheyear.com / Freedom Personal Development March 2010 - March 2013
Savant Advice LLC February 1994 - August 2007
Noble Lowndes/ Hogg Robinson 1989 - 1994
Heffernan Insurance Brokers 1984 - 1987
Skills
C Level Sales, Personal Branding, Complex Problem Solving, Culinary, Student Pilot, Charity Auctioneer, Coaching, Connecting the Dots, Motivational Speaking, Fundraising Consulting, Auction Management, Volunteer Recruiting, Volunteer Training, Volunteer Management, Event Producing, Accelerated Learning..., Police/Fire/EMT..., Sales, Fundraising, Culinary Skills, Entrepreneurship, Team Building, Budgets, Strategic Planning, Management, Leadership, Social Media Marketing, Marketing Strategy, Sales Management, Time Management, Small Business, Personal Development, Project Planning, Training, Public Speaking, Negotiation, Marketing, Executive Coaching, Event Planning, Social Networking, Staff Development, Business Coaching, Event Management, Employee Training
Education
Marquette University 1978 — 1983
St. Thomas More 1972 — 1977
Pre College/High School, Business
Briana Montedore Briana Montedore's Heffernan Insurance Brokers Experience April 2014 - Present
Job Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers April 2014 - Present
Jenkins Insurance Group (A Leavitt Group Affiliate) August 2011 - May 2014
Independent Floor Testing & Inspection (IFTI) December 2010 - August 2011
Commercial Energy of California November 2009 - June 2010
Skills
Public Relations, Microsoft Office, Account Management, New Business Development, Marketing, Business Development, Marketing Strategy, Sales, Advertising, Email Marketing, Strategic Planning, Salesforce.com, Online Advertising, Sales Management, Microsoft Excel, Customer Service, Management, Research, Editing, Social Networking
Education
California State University-Sacramento 2004 — 2008
Bachelor of Arts (BA), Public Relations
Heffernan Insurance Brokers April 2014 - Present
Jenkins Insurance Group (A Leavitt Group Affiliate) August 2011 - May 2014
Independent Floor Testing & Inspection (IFTI) December 2010 - August 2011
Commercial Energy of California November 2009 - June 2010
Skills
Public Relations, Microsoft Office, Account Management, New Business Development, Marketing, Business Development, Marketing Strategy, Sales, Advertising, Email Marketing, Strategic Planning, Salesforce.com, Online Advertising, Sales Management, Microsoft Excel, Customer Service, Management, Research, Editing, Social Networking
Education
California State University-Sacramento 2004 — 2008
Bachelor of Arts (BA), Public Relations
Charles Machado's Heffernan Insurance Brokers Experience June 2014 - August 2014
Job Account Executive at Yelp
Industry
Experience
Yelp September 2015 - Present
Heffernan Insurance Brokers June 2014 - August 2014
Champion Soccer Camp June 2010 - June 2014
CEA Study Abroad September 2013 - January 2014
Skills
Leadership, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Windows, Microsoft Word, Research, Sales, Oral & Written..., English, Networking, Management, Team Building, Insurance, Salesforce.com, Human Resource..., Commercial Insurance, Teaching, Communication
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Universidad Pablo de Olavide 2013 — 2014
International Business
San Rafael High School 2007 — 2011
High School
Yelp September 2015 - Present
Heffernan Insurance Brokers June 2014 - August 2014
Champion Soccer Camp June 2010 - June 2014
CEA Study Abroad September 2013 - January 2014
Skills
Leadership, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Windows, Microsoft Word, Research, Sales, Oral & Written..., English, Networking, Management, Team Building, Insurance, Salesforce.com, Human Resource..., Commercial Insurance, Teaching, Communication
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Universidad Pablo de Olavide 2013 — 2014
International Business
San Rafael High School 2007 — 2011
High School
Jenna Lucas Jenna Lucas's Heffernan Insurance Brokers Experience December 2012 - Present
Job
Industry
Experience
Heffernan Insurance Brokers December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Dietetics and Clinical Nutrition Services
Heffernan Insurance Brokers December 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Dietetics and Clinical Nutrition Services
Sara (Azimzadeh) Weymouth's Heffernan Insurance Brokers Experience July 2008 - February 2009
Job Software Solution Specialist & Marketing at Pcounter
Industry Information Technology and Services
Experience
Pcounter December 2012 - Present
Kink by s May 2012 - January 2013
Ruby Press PR April 2012 - October 2012
Groupon October 2011 - April 2012
Ricoh Company Ltd. March 2009 - October 2011
Heffernan Insurance Brokers July 2008 - February 2009
Skills
Salesforce.com, Cold Calling, Account Management, Direct Sales, Sales, New Business Development, SaaS, Sales Management, Sales Presentations, Sales Process, Solution Selling, Lead Generation, Public Relations, Photoshop, Cision, Social Media, Event Planning, Media Relations, creative problem solving
Education
California State University-Sacramento 2004 — 2008
BS, Business- Marketing
Las Lomas High School 2000 — 2004
Pcounter December 2012 - Present
Kink by s May 2012 - January 2013
Ruby Press PR April 2012 - October 2012
Groupon October 2011 - April 2012
Ricoh Company Ltd. March 2009 - October 2011
Heffernan Insurance Brokers July 2008 - February 2009
Skills
Salesforce.com, Cold Calling, Account Management, Direct Sales, Sales, New Business Development, SaaS, Sales Management, Sales Presentations, Sales Process, Solution Selling, Lead Generation, Public Relations, Photoshop, Cision, Social Media, Event Planning, Media Relations, creative problem solving
Education
California State University-Sacramento 2004 — 2008
BS, Business- Marketing
Las Lomas High School 2000 — 2004
Fione Wan, MBA Fione Wan, MBA's Heffernan Insurance Brokers Experience 2004 - 2006
Job Marketing Manager at Capgemini
Industry Marketing and Advertising
Experience
Capgemini January 2014 - Present
Capgemini March 2012 - Present
Capgemini August 2011 - July 2012
Target Market Communications December 2010 - August 2011
Golden Gate University October 2010 - August 2011
Heald College July 2008 - October 2010
Citigroup April 2007 - July 2008
Wells Fargo Bank October 2006 - April 2007
Heffernan Insurance Brokers 2004 - 2006
Skills
Microsoft Office Suite, Project Management, Proactivity, Cross-functional Team..., Multitasker, Attention To Detail
Education
Golden Gate University 2009 — 2011
Master of Business Administration, Marketing
San Francisco State University, College of Business 2001 — 2006
Bachelor of Science, Marketing and Corporate Finance
Capgemini January 2014 - Present
Capgemini March 2012 - Present
Capgemini August 2011 - July 2012
Target Market Communications December 2010 - August 2011
Golden Gate University October 2010 - August 2011
Heald College July 2008 - October 2010
Citigroup April 2007 - July 2008
Wells Fargo Bank October 2006 - April 2007
Heffernan Insurance Brokers 2004 - 2006
Skills
Microsoft Office Suite, Project Management, Proactivity, Cross-functional Team..., Multitasker, Attention To Detail
Education
Golden Gate University 2009 — 2011
Master of Business Administration, Marketing
San Francisco State University, College of Business 2001 — 2006
Bachelor of Science, Marketing and Corporate Finance
Carley Munster's Heffernan Insurance Brokers Experience May 2014 - Present
Job at
Industry Hospital & Health Care
Experience
Heffernan Insurance Brokers May 2014 - Present
Dr. Naveen Sachdev July 2012 - Present
Evergreen Behavioral Health August 2011 - March 2012
Gresham Naturopathic Clinic, P.C. March 2003 - January 2010
Skills
Medical Terminology, Medical/Dental billing, ICD-9/CPT/HCPCS, Bookkeeping, Medicare/Medicaid..., Electronic..., Cash flow management, HIPAA Trained, Business Communications, Collections, Medical Coding, Commercial Insurance, Health Insurance, Medical Billing, Accounts Receivable
Education
Concorde Career College-Portland 2010 — 2011
Medical Insurance Specialist/Medical Biller
Heffernan Insurance Brokers May 2014 - Present
Dr. Naveen Sachdev July 2012 - Present
Evergreen Behavioral Health August 2011 - March 2012
Gresham Naturopathic Clinic, P.C. March 2003 - January 2010
Skills
Medical Terminology, Medical/Dental billing, ICD-9/CPT/HCPCS, Bookkeeping, Medicare/Medicaid..., Electronic..., Cash flow management, HIPAA Trained, Business Communications, Collections, Medical Coding, Commercial Insurance, Health Insurance, Medical Billing, Accounts Receivable
Education
Concorde Career College-Portland 2010 — 2011
Medical Insurance Specialist/Medical Biller
Austin Reid Austin Reid's Heffernan Insurance Brokers Experience June 2012 - August 2013
Job Inside Energy Specialist at SolarCity
Industry Renewables & Environment
Experience
SolarCity June 2014 - Present
SolarCity June 2014 - Present
Heffernan Insurance Brokers June 2012 - August 2013
Reid Heating and Energy June 2004 - August 2011
Skills
Salesforce.com, Sales Process, Solar Energy, Renewable Energy Systems, Lead Generation, Market Research, Cold Calling, Direct Marketing, Microsoft Excel, Microsoft Word, Outlook, Hoovers, Guidestar, Social Media Marketing
Education
Bahçeşehir Üniversitesi 2013 — 2014
CSU Chico 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
SolarCity June 2014 - Present
SolarCity June 2014 - Present
Heffernan Insurance Brokers June 2012 - August 2013
Reid Heating and Energy June 2004 - August 2011
Skills
Salesforce.com, Sales Process, Solar Energy, Renewable Energy Systems, Lead Generation, Market Research, Cold Calling, Direct Marketing, Microsoft Excel, Microsoft Word, Outlook, Hoovers, Guidestar, Social Media Marketing
Education
Bahçeşehir Üniversitesi 2013 — 2014
CSU Chico 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Jacquie Domingo's Heffernan Insurance Brokers Experience July 2010 - December 2012
Job Risk Management Team VNGC & St. Luke's Projects
Industry Construction
Experience
Merriwether & Williams with HerreroBoldt March 2014 - Present
A Plus Tree, Inc March 2013 - February 2014
Heffernan Insurance Brokers July 2010 - December 2012
Institute for International Cooperation & Development February 2009 - January 2010
Verizon Wireless January 2007 - December 2007
K.O.T. Marketing Group May 2005 - May 2007
Skills
Inside Sales, Commercial Insurance, Small Business..., Non-profit Marketing, Non-profit Development, Non-profit Consulting, Salesforce.com, Marketing Strategy, Email Marketing, Social Media Marketing, Social Media
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
B.B.A., Business Marketing
Merriwether & Williams with HerreroBoldt March 2014 - Present
A Plus Tree, Inc March 2013 - February 2014
Heffernan Insurance Brokers July 2010 - December 2012
Institute for International Cooperation & Development February 2009 - January 2010
Verizon Wireless January 2007 - December 2007
K.O.T. Marketing Group May 2005 - May 2007
Skills
Inside Sales, Commercial Insurance, Small Business..., Non-profit Marketing, Non-profit Development, Non-profit Consulting, Salesforce.com, Marketing Strategy, Email Marketing, Social Media Marketing, Social Media
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
B.B.A., Business Marketing
Ehsan Oskui-Tabrizi Ehsan Oskui-Tabrizi's Heffernan Insurance Brokers Experience February 2014 - May 2014
Job Empire Today
Industry Building Materials
Experience
Empire Today July 2014 - Present
Heffernan Insurance Brokers February 2014 - May 2014
AT&T November 2007 - January 2014
Wells Fargo October 2006 - November 2007
Fred Meyers May 2001 - October 2006
Skills
Customer Service, Management, Leadership, Team Building, Sales, Marketing, Retail, Strategic Planning, Sales Management, Team Leadership, Budgets, Marketing Strategy, Inventory Management, Training, Customer Satisfaction, Coaching, Recruiting, Account Management, Operations Management, Negotiation, New Business Development, Merchandising, Advertising, Store Management, Contract Negotiation, Profit, Direct Sales, Social Media, Process Improvement, Microsoft Office, Customer Retention, Research, Sales Process, Purchasing, Sales Operations, Pricing, Microsoft Excel, Social Media Marketing, Time Management, P, Leadership Development, Inventory Control, Cold Calling, Event Planning, Social Networking, Loss Prevention, Customer Experience, Public Speaking, PowerPoint, Microsoft Word
Education
Portland State University 2005 — 2007
Business Administration and Management, General
Lane Community College 2001 — 2003
Associate's degree, Business
University of Oregon 2001 — 2003
Business Administration and Management, General
Empire Today July 2014 - Present
Heffernan Insurance Brokers February 2014 - May 2014
AT&T November 2007 - January 2014
Wells Fargo October 2006 - November 2007
Fred Meyers May 2001 - October 2006
Skills
Customer Service, Management, Leadership, Team Building, Sales, Marketing, Retail, Strategic Planning, Sales Management, Team Leadership, Budgets, Marketing Strategy, Inventory Management, Training, Customer Satisfaction, Coaching, Recruiting, Account Management, Operations Management, Negotiation, New Business Development, Merchandising, Advertising, Store Management, Contract Negotiation, Profit, Direct Sales, Social Media, Process Improvement, Microsoft Office, Customer Retention, Research, Sales Process, Purchasing, Sales Operations, Pricing, Microsoft Excel, Social Media Marketing, Time Management, P, Leadership Development, Inventory Control, Cold Calling, Event Planning, Social Networking, Loss Prevention, Customer Experience, Public Speaking, PowerPoint, Microsoft Word
Education
Portland State University 2005 — 2007
Business Administration and Management, General
Lane Community College 2001 — 2003
Associate's degree, Business
University of Oregon 2001 — 2003
Business Administration and Management, General
Jennifer Lebedeff Jennifer Lebedeff's Heffernan Insurance Brokers Experience June 2003 - August 2012
Job Account Manager at Hub International
Industry Insurance
Experience
Hub International September 2012 - Present
Heffernan Insurance Brokers June 2003 - August 2012
Keenan and Associates June 2002 - February 2003
IKON Office Solutions November 2001 - June 2002
Colt Express Outsourcing Services, Inc. February 2001 - September 2001
Larkin Capital Management April 2000 - October 2000
Harden & Company June 1990 - April 2000
Skills
Benefits Administration, Customer Service, Health Insurance, Account Management, Microsoft Office, Insurance, Excel, Word, PowerPoint, Outlook, Telephone Skills, Market Analysis, Rate Negotiation, Problem Solving, Sales, Human Resources, Negotiation, Brokers
Education
Diablo Valley College 1988 — 1990
Hub International September 2012 - Present
Heffernan Insurance Brokers June 2003 - August 2012
Keenan and Associates June 2002 - February 2003
IKON Office Solutions November 2001 - June 2002
Colt Express Outsourcing Services, Inc. February 2001 - September 2001
Larkin Capital Management April 2000 - October 2000
Harden & Company June 1990 - April 2000
Skills
Benefits Administration, Customer Service, Health Insurance, Account Management, Microsoft Office, Insurance, Excel, Word, PowerPoint, Outlook, Telephone Skills, Market Analysis, Rate Negotiation, Problem Solving, Sales, Human Resources, Negotiation, Brokers
Education
Diablo Valley College 1988 — 1990
Chris Stone Chris Stone's Heffernan Insurance Brokers Experience August 2007 - July 2008
Job Senior Manager, Sales Development at Salesforce
Industry Internet
Experience
Salesforce May 2013 - Present
Yelp.com February 2010 - April 2013
Yelp July 2008 - February 2010
Heffernan Insurance Brokers August 2007 - July 2008
Skills
Salesforce.com, Cold Calling, Mobile Advertising, PPC, Online Advertising, Social Media Marketing, Search Advertising, Negotiation, Leadership, CRM, Start-ups, Sales, Selling, Sales Operations, Management, Training, Sales Process, Social Media
Education
Arizona State University 2002 — 2006
Bachelor's degree, Communication and Media Studies
Salesforce May 2013 - Present
Yelp.com February 2010 - April 2013
Yelp July 2008 - February 2010
Heffernan Insurance Brokers August 2007 - July 2008
Skills
Salesforce.com, Cold Calling, Mobile Advertising, PPC, Online Advertising, Social Media Marketing, Search Advertising, Negotiation, Leadership, CRM, Start-ups, Sales, Selling, Sales Operations, Management, Training, Sales Process, Social Media
Education
Arizona State University 2002 — 2006
Bachelor's degree, Communication and Media Studies
Marc T. Hudak's Heffernan Insurance Brokers Experience May 2013 - Present
Job Regional Senior Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2013 - Present
Consuasor, Inc. January 2008 - April 2013
The Treiber Group May 2006 - December 2007
Foa & Son September 2004 - April 2006
Kornreich-NIA March 2003 - August 2004
Skills
Healthcare, Underwriting, Human Resources, Health Insurance, Strategy, Leadership, Recruiting, Liability, Vendor Management, Mergers & Acquisitions, Entrepreneurship, Umbrella Insurance, CRM, Insurance, Management, New Business Development, Commercial Insurance, Customer Service, General Insurance, Networking, Strategic Financial..., Brokers, Life Insurance, Property & Casualty..., Workers Compensation, Financial Services, Nonprofits, Casualty, Employee Benefits, Strategic Planning
Education
Ithaca College 1986 — 1990
Bachelor of Science (BS), Education
Syracuse University 1991 — 1993
Master of Science (MS), Educational Leadership and Administration, General
University of Pittsburgh 1994 — 1995
Doctor of Philosophy (PhD), Educational Leadership and Administration, General, Pending
Heffernan Insurance Brokers May 2013 - Present
Consuasor, Inc. January 2008 - April 2013
The Treiber Group May 2006 - December 2007
Foa & Son September 2004 - April 2006
Kornreich-NIA March 2003 - August 2004
Skills
Healthcare, Underwriting, Human Resources, Health Insurance, Strategy, Leadership, Recruiting, Liability, Vendor Management, Mergers & Acquisitions, Entrepreneurship, Umbrella Insurance, CRM, Insurance, Management, New Business Development, Commercial Insurance, Customer Service, General Insurance, Networking, Strategic Financial..., Brokers, Life Insurance, Property & Casualty..., Workers Compensation, Financial Services, Nonprofits, Casualty, Employee Benefits, Strategic Planning
Education
Ithaca College 1986 — 1990
Bachelor of Science (BS), Education
Syracuse University 1991 — 1993
Master of Science (MS), Educational Leadership and Administration, General
University of Pittsburgh 1994 — 1995
Doctor of Philosophy (PhD), Educational Leadership and Administration, General, Pending
Lise Blackwood, CISR, CRIS Lise Blackwood, CISR, CRIS's Heffernan Insurance Brokers Experience February 2007 - February 2012
Job Client Consultant at Patra Corporation
Industry Insurance
Experience
Patra Corporation February 2012 - Present
Heffernan Insurance Brokers February 2007 - February 2012
Brown & Brown December 2002 - February 2007
ISU McNeil Insurance Agency July 2001 - December 2002
Nasburg and Company Insurance November 1999 - June 2001
Skills
BPO, Insurance, Account Management, Customer Service, Outsourcing, Microsoft Excel, Project Management, Microsoft Office, Microsoft Word, Property & Casualty..., Market Research, Risk Management, Commercial Lines, Customer Satisfaction, New Business Development, Commercial Insurance, Employment Practices..., Legal Liability, Workers Compensation, Casualty, D&O, Brokers, Professional Liability, Directors & Officers...
Education
Eastern Oregon University
Bachelor of Science (BS) - Summa Cum Laude, Liberal Studies - Gender/Women Studies/Anthropology/Sociology
UNLV
Native American Studies and English
Patra Corporation February 2012 - Present
Heffernan Insurance Brokers February 2007 - February 2012
Brown & Brown December 2002 - February 2007
ISU McNeil Insurance Agency July 2001 - December 2002
Nasburg and Company Insurance November 1999 - June 2001
Skills
BPO, Insurance, Account Management, Customer Service, Outsourcing, Microsoft Excel, Project Management, Microsoft Office, Microsoft Word, Property & Casualty..., Market Research, Risk Management, Commercial Lines, Customer Satisfaction, New Business Development, Commercial Insurance, Employment Practices..., Legal Liability, Workers Compensation, Casualty, D&O, Brokers, Professional Liability, Directors & Officers...
Education
Eastern Oregon University
Bachelor of Science (BS) - Summa Cum Laude, Liberal Studies - Gender/Women Studies/Anthropology/Sociology
UNLV
Native American Studies and English
Aletha Coffey's Heffernan Insurance Brokers Experience August 2005 - June 2007
Job Account Manager
Industry Insurance
Experience
Socher Insurance September 2011 - Present
Commercial Coverage Insurance Agency, Inc. June 2010 - September 2011
Bayridge Group, Inc. 2009 - 2011
Heffernan Insurance Brokers August 2005 - June 2007
Skills
Account Management, Workers Compensation, Property & Casualty..., Commercial Insurance, Insurance, Employment Practices..., Umbrella Insurance, Professional Liability, Casualty, Liability, Commercial Lines, Legal Liability, D&O, Casualty Insurance, General Insurance, Brokers
Education
Keiser College 2001 — 2011
Business Administration
Socher Insurance September 2011 - Present
Commercial Coverage Insurance Agency, Inc. June 2010 - September 2011
Bayridge Group, Inc. 2009 - 2011
Heffernan Insurance Brokers August 2005 - June 2007
Skills
Account Management, Workers Compensation, Property & Casualty..., Commercial Insurance, Insurance, Employment Practices..., Umbrella Insurance, Professional Liability, Casualty, Liability, Commercial Lines, Legal Liability, D&O, Casualty Insurance, General Insurance, Brokers
Education
Keiser College 2001 — 2011
Business Administration
Joanne Vanessa Barrios Joanne Vanessa Barrios's Heffernan Insurance Brokers Experience June 2002 - December 2002
Job Insurance and Financial Services Agency at Farmers
Industry Insurance
Experience
Farmers Insurance September 2003 - Present
State Farm January 2003 - September 2003
Heffernan Insurance Brokers June 2002 - December 2002
Orrick, Herrington & Sutcliffe LLP March 2001 - May 2002
Skills
Strategic Planning, Marketing Strategy, Employee Benefits, Coaching, Entrepreneurship, Small Business, Public Speaking, Social Media, Team Building, Sales Management
Education
Golden Gate University 2000 — 2001
International Relations, International Relations
University of California, Berkeley 1994 — 1999
Bachelor's Degree, Spanish Language and Literature
Farmers Insurance September 2003 - Present
State Farm January 2003 - September 2003
Heffernan Insurance Brokers June 2002 - December 2002
Orrick, Herrington & Sutcliffe LLP March 2001 - May 2002
Skills
Strategic Planning, Marketing Strategy, Employee Benefits, Coaching, Entrepreneurship, Small Business, Public Speaking, Social Media, Team Building, Sales Management
Education
Golden Gate University 2000 — 2001
International Relations, International Relations
University of California, Berkeley 1994 — 1999
Bachelor's Degree, Spanish Language and Literature
Melissa Smyt's Heffernan Insurance Brokers Experience October 2011 - Present
Job Assistant Vice President | I help executives make informed decisions about insuring their business and employees |
Industry Insurance
Experience
Heffernan Insurance Brokers October 2011 - Present
Weingart Center for the Homeless October 2011 - Present
Pioneer: Marketing & Events June 2010 - October 2011
Skills
Insurance, Health Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Employee Benefits, Risk Management, Employment Practices..., Professional Liability, Brokers, General Insurance, Leadership, Fundraising, Legal Liability, Management, Casualty, D&O, Nonprofits, Underwriting, Sales, Marketing, Umbrella Insurance
Education
Christopher Newport University 2004 — 2009
Bachelor of Science; Biology. Bachelor of Arts; Art History
Heffernan Insurance Brokers October 2011 - Present
Weingart Center for the Homeless October 2011 - Present
Pioneer: Marketing & Events June 2010 - October 2011
Skills
Insurance, Health Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Employee Benefits, Risk Management, Employment Practices..., Professional Liability, Brokers, General Insurance, Leadership, Fundraising, Legal Liability, Management, Casualty, D&O, Nonprofits, Underwriting, Sales, Marketing, Umbrella Insurance
Education
Christopher Newport University 2004 — 2009
Bachelor of Science; Biology. Bachelor of Arts; Art History
Kaleigh Kemmerly's Heffernan Insurance Brokers Experience April 2011 - March 2014
Job Assistant Vice President
Industry Insurance
Experience
HUB International March 2014 - Present
Heffernan Insurance Brokers April 2011 - March 2014
Zenith International May 2010 - April 2011
Opuzen Design June 2009 - May 2010
Skills
Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., Strategic Partnerships, Risk Management, Risk Assessment, Employee Benefits, Professional Liability, Employment Practices..., Directors & Officers...
Education
Arizona State University
BA in Design Studies, Interior Design
Salpointe Catholic Highschool
HUB International March 2014 - Present
Heffernan Insurance Brokers April 2011 - March 2014
Zenith International May 2010 - April 2011
Opuzen Design June 2009 - May 2010
Skills
Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., Strategic Partnerships, Risk Management, Risk Assessment, Employee Benefits, Professional Liability, Employment Practices..., Directors & Officers...
Education
Arizona State University
BA in Design Studies, Interior Design
Salpointe Catholic Highschool
Irelind Baker's Heffernan Insurance Brokers Experience November 2013 - Present
Job Executive Assistant, Commercial Lines at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers November 2013 - Present
Heffernan Insurance Brokers November 2012 - October 2013
Heffernan Insurance Brokers March 2012 - October 2012
Mutual of America September 2011 - January 2012
Robert Half International 2011 - 2012
Skills
Workers Compensation, Insurance, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Event Planning, PowerPoint, Risk Management, Social Media, Epic Systems, Marketing Strategy, Employee Benefits, Account Management, Recruiting
Education
California State University-Long Beach 2008 — 2010
Bachelor of Arts (BA), Recreation and leisure Studies, Event Planning
Heffernan Insurance Brokers November 2013 - Present
Heffernan Insurance Brokers November 2012 - October 2013
Heffernan Insurance Brokers March 2012 - October 2012
Mutual of America September 2011 - January 2012
Robert Half International 2011 - 2012
Skills
Workers Compensation, Insurance, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Event Planning, PowerPoint, Risk Management, Social Media, Epic Systems, Marketing Strategy, Employee Benefits, Account Management, Recruiting
Education
California State University-Long Beach 2008 — 2010
Bachelor of Arts (BA), Recreation and leisure Studies, Event Planning
Corley, Christine's Heffernan Insurance Brokers Experience October 2006 - 2008
Job Sales/Marketing Exec.
Industry Management Consulting
Experience
Pacific Development August 2009 - Present
Pacific Development Consultants February 2008 - August 2009
Heffernan Insurance Brokers October 2006 - 2008
PreCare 2004 - 2006
Skills
Insurance, SEO, Account Management, Email Marketing, Social Media, Online Marketing, Property & Casualty..., Marketing Strategy, Social Media Marketing, Salesforce.com, New Business Development, Marketing, Lead Generation, Strategic Planning, Strategic Partnerships, Business Strategy, Online Advertising, Business Development, Social Networking, Team Building, Advertising, Marketing Communications, Mobile Marketing, Project Management, Public Relations, Contract Negotiation, Event Planning, Strategic Communications, Digital Marketing, Workers Compensation, Professional Liability, Press Releases, Media Relations, Creative Direction, Management Consulting, Cold Calling, CRM, Commercial Insurance, Event Management, Sales, Public Speaking, Integrated Marketing, B2B, Sales Management, Strategy
Education
Loyola Marymount University 1993 — 1997
Loyola Marymount University 1993 — 1995
Bachelor of Arts (B.A.), Vocal Pedagogy & Performance
Pacific Development August 2009 - Present
Pacific Development Consultants February 2008 - August 2009
Heffernan Insurance Brokers October 2006 - 2008
PreCare 2004 - 2006
Skills
Insurance, SEO, Account Management, Email Marketing, Social Media, Online Marketing, Property & Casualty..., Marketing Strategy, Social Media Marketing, Salesforce.com, New Business Development, Marketing, Lead Generation, Strategic Planning, Strategic Partnerships, Business Strategy, Online Advertising, Business Development, Social Networking, Team Building, Advertising, Marketing Communications, Mobile Marketing, Project Management, Public Relations, Contract Negotiation, Event Planning, Strategic Communications, Digital Marketing, Workers Compensation, Professional Liability, Press Releases, Media Relations, Creative Direction, Management Consulting, Cold Calling, CRM, Commercial Insurance, Event Management, Sales, Public Speaking, Integrated Marketing, B2B, Sales Management, Strategy
Education
Loyola Marymount University 1993 — 1997
Loyola Marymount University 1993 — 1995
Bachelor of Arts (B.A.), Vocal Pedagogy & Performance
Tiffany White, CRIS's Heffernan Insurance Brokers Experience July 2012 - July 2013
Job Commercial Lines Account Executive at Pacific Diversified Insurance
Industry Insurance
Experience
Heffernan Insurance Brokers July 2012 - July 2013
Farmers Brokerage February 2012 - June 2012
Various Agencies - Commercial Insurance 2010 - August 2011
Y. A. Tittle Insurance October 2008 - October 2010
Allied North America April 2007 - October 2008
Insurance by Allied Brokers December 2005 - April 2007
Skills
Strategic Communications, Microsoft Office, Applied Systems - "TAM", Sagitta, Marketing Strategy, Intercultural..., Corporate Communications, Commercial Insurance, Sales Support, Account Management, Organizational..., Property & Casualty..., Technologically Savvy, Social Media Development, Sales Operations, EPIC Applied Insurance..., Social Media, Insurance, Risk Management, Underwriting, Brokers, Workers Compensation, Captives, Professional Liability, Legal Liability, Reinsurance, Epic Systems, Adobe Creative Suite, Casualty, Liability, Umbrella Insurance, General Insurance, Excess, Inland Marine, Licensed Property &..., Commercial Lines, D&O, Health Insurance, Marketing, Negotiation, Customer Service, New Business Development, Social Media Marketing, Digital Marketing, Web Design, Marketing Communications, Crisis Communications, Marketing Management, Product Management, Strategic Planning
Education
Kaplan University 2010 — 2013
Bachelors Degree, Communications
University of Phoenix 2008 — 2010
Associates Degree, Business
Heffernan Insurance Brokers July 2012 - July 2013
Farmers Brokerage February 2012 - June 2012
Various Agencies - Commercial Insurance 2010 - August 2011
Y. A. Tittle Insurance October 2008 - October 2010
Allied North America April 2007 - October 2008
Insurance by Allied Brokers December 2005 - April 2007
Skills
Strategic Communications, Microsoft Office, Applied Systems - "TAM", Sagitta, Marketing Strategy, Intercultural..., Corporate Communications, Commercial Insurance, Sales Support, Account Management, Organizational..., Property & Casualty..., Technologically Savvy, Social Media Development, Sales Operations, EPIC Applied Insurance..., Social Media, Insurance, Risk Management, Underwriting, Brokers, Workers Compensation, Captives, Professional Liability, Legal Liability, Reinsurance, Epic Systems, Adobe Creative Suite, Casualty, Liability, Umbrella Insurance, General Insurance, Excess, Inland Marine, Licensed Property &..., Commercial Lines, D&O, Health Insurance, Marketing, Negotiation, Customer Service, New Business Development, Social Media Marketing, Digital Marketing, Web Design, Marketing Communications, Crisis Communications, Marketing Management, Product Management, Strategic Planning
Education
Kaplan University 2010 — 2013
Bachelors Degree, Communications
University of Phoenix 2008 — 2010
Associates Degree, Business
Alijah Marquez's Heffernan Insurance Brokers Experience August 2014 - August 2015
Job Health Educator & Master's in Public Health Student
Industry Health, Wellness and Fitness
Experience
City of Brisbane May 2010 - Present
Heffernan Insurance Brokers August 2014 - August 2015
Lipman Middle School June 2014 - May 2015
McGraw-Hill Education June 2014 - April 2015
Planned Parenthood Mar Monte February 2013 - May 2014
Skills
Community Outreach, Fundraising, Data Entry, Microsoft Word, Event Planning, Facebook, Social Networking, Microsoft Office, Customer Service, Social Media, Public Speaking, PowerPoint, Nonprofits, Time Management, Public Relations, Editing, Presentation Skills, Research
Education
San Jose State University 2015 — 2017
Master’s Degree, Public Health
California State University, Monterey Bay 2010 — 2014
Bachelor's Degree, Collaborative Health and Human Services, Emphasis in Public Health Education, Maintained 4.0 GPA While Majoring in CHHS
Oceana High School 2006 — 2010
High School
City of Brisbane May 2010 - Present
Heffernan Insurance Brokers August 2014 - August 2015
Lipman Middle School June 2014 - May 2015
McGraw-Hill Education June 2014 - April 2015
Planned Parenthood Mar Monte February 2013 - May 2014
Skills
Community Outreach, Fundraising, Data Entry, Microsoft Word, Event Planning, Facebook, Social Networking, Microsoft Office, Customer Service, Social Media, Public Speaking, PowerPoint, Nonprofits, Time Management, Public Relations, Editing, Presentation Skills, Research
Education
San Jose State University 2015 — 2017
Master’s Degree, Public Health
California State University, Monterey Bay 2010 — 2014
Bachelor's Degree, Collaborative Health and Human Services, Emphasis in Public Health Education, Maintained 4.0 GPA While Majoring in CHHS
Oceana High School 2006 — 2010
High School
Nick Dealtry Nick Dealtry's Heffernan Insurance Brokers Experience June 2007 - September 2009
Job Practice Development Manager at Elation
Industry Information Technology and Services
Experience
Elation July 2014 - Present
Kovarus February 2010 - July 2014
Mimeo.com September 2009 - February 2010
Heffernan Insurance Brokers June 2007 - September 2009
Skills
ITIL Service Strategy, Cloud Computing, IT Infrastructure..., Solution Selling, IT Strategy, Account Management, IT Solutions, Customer Service, Salesforce.com, Virtualization, Big Data Analytics, Big Data, Business Development, Sales Operations, IT Management, Storage Area Networks, Cisco Technologies, Service Delivery, SaaS, Enterprise Software, Professional Services, Storage, Information Technology, Channel Partners, VDI, Disaster Recovery, Storage Solutions
Education
California State University-Chico
Bachelor of Science (BS), Business Administration Emphasis in Financial Services and International Business
Sacred Heart
Elation July 2014 - Present
Kovarus February 2010 - July 2014
Mimeo.com September 2009 - February 2010
Heffernan Insurance Brokers June 2007 - September 2009
Skills
ITIL Service Strategy, Cloud Computing, IT Infrastructure..., Solution Selling, IT Strategy, Account Management, IT Solutions, Customer Service, Salesforce.com, Virtualization, Big Data Analytics, Big Data, Business Development, Sales Operations, IT Management, Storage Area Networks, Cisco Technologies, Service Delivery, SaaS, Enterprise Software, Professional Services, Storage, Information Technology, Channel Partners, VDI, Disaster Recovery, Storage Solutions
Education
California State University-Chico
Bachelor of Science (BS), Business Administration Emphasis in Financial Services and International Business
Sacred Heart
Shannon Twileger Shannon Twileger's Heffernan Insurance Brokers Experience October 2012 - Present
Job Commercial Lines Assistant at Heffernan Insurance Brokers
Industry Events Services
Experience
Heffernan Insurance Brokers October 2012 - Present
Grand Hyatt San Francisco 2015 - 2015
Pointe Hilton Squaw Peak Resort April 2011 - October 2012
Wells Fargo Bank September 2010 - April 2011
Marriott International June 2009 - June 2010
Rennaisance ClubSport November 2008 - June 2009
National Disaster Summit January 2008 - May 2008
National Disaster Summit May 2007 - August 2007
Skills
Sponsorship, Customer Service, Event Planning, Sales, Banking, Project Planning, Loans, Payments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Leadership, Outlook, Teamwork, Public Speaking, Wellness
Education
California State University-Long Beach 2004 — 2008
Bachelor's degree, Recreation
California State University-Long Beach 2004 — 2008
Bachelor of Arts Degree, Recreation; Special Event Planning
Heffernan Insurance Brokers October 2012 - Present
Grand Hyatt San Francisco 2015 - 2015
Pointe Hilton Squaw Peak Resort April 2011 - October 2012
Wells Fargo Bank September 2010 - April 2011
Marriott International June 2009 - June 2010
Rennaisance ClubSport November 2008 - June 2009
National Disaster Summit January 2008 - May 2008
National Disaster Summit May 2007 - August 2007
Skills
Sponsorship, Customer Service, Event Planning, Sales, Banking, Project Planning, Loans, Payments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Leadership, Outlook, Teamwork, Public Speaking, Wellness
Education
California State University-Long Beach 2004 — 2008
Bachelor's degree, Recreation
California State University-Long Beach 2004 — 2008
Bachelor of Arts Degree, Recreation; Special Event Planning
Lisa Halverson's Heffernan Insurance Brokers Experience April 2012 - Present
Job Employee Benefits Consultant, at Heffernan Insurance Brokers,
Industry Insurance
Experience
Heffernan Insurance Brokers April 2012 - Present
Skills
Employee Benefits, Strategic Planning, Plan Analysis, Renewal Analysis, Annual Reports, Legislative Updates, Insurance, Workers Compensation, Recruiting, Health Insurance, Teamwork, Management, Disability Insurance, Property & Casualty..., Brokers, Human Resources, Professional Liability, COBRA, Marketing, Underwriting, Life Insurance, Health Savings Accounts, Employment Practices..., Self-funded
Education
Santa Rosa Junior College 1991 — 1993
AA
Heald College 1985 — 1986
AA, Business
Heffernan Insurance Brokers April 2012 - Present
Skills
Employee Benefits, Strategic Planning, Plan Analysis, Renewal Analysis, Annual Reports, Legislative Updates, Insurance, Workers Compensation, Recruiting, Health Insurance, Teamwork, Management, Disability Insurance, Property & Casualty..., Brokers, Human Resources, Professional Liability, COBRA, Marketing, Underwriting, Life Insurance, Health Savings Accounts, Employment Practices..., Self-funded
Education
Santa Rosa Junior College 1991 — 1993
AA
Heald College 1985 — 1986
AA, Business
Jack Markham Jack Markham's Heffernan Insurance Brokers Experience June 2015 - Present
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry
Experience
Heffernan Insurance Brokers June 2015 - Present
Skills
First Aid, Cpr Certified, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking, English
Education
California Polytechnic State University-San Luis Obispo 2013 — 2016
Bachelor of Business Administration (BBA)
Heffernan Insurance Brokers June 2015 - Present
Skills
First Aid, Cpr Certified, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking, English
Education
California Polytechnic State University-San Luis Obispo 2013 — 2016
Bachelor of Business Administration (BBA)
Claire Carper Claire Carper's Heffernan Insurance Brokers Experience June 2015 - August 2015
Job Teaching Assistant at Mills College
Industry Financial Services
Experience
Mills College September 2015 - Present
Heffernan Insurance Brokers June 2015 - August 2015
Viridian Management June 2014 - August 2014
Terminal Gravity Brewing September 2012 - December 2013
The Brewster Law Office September 2012 - December 2012
Ruby Jewel August 2011 - June 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, Social Networking, Customer Service, Analysis, Time Management, PowerPoint, Accounting, Microsoft Word, Outlook, Management, Legal Writing, Critical Thinking, Financial Accounting, Financial Analysis, QuickBooks, Leadership, Research, Budgets, Fundraising, Communication, Finance, Facebook, Public Speaking, Data Analysis, Business Strategy, Teamwork, R, Bank Reconciliation
Education
Mills College 2012 — 2015
Bachelor's degree, Economics
Mills College 2012 — 2015
Bachelor’s Degree, English Literature
Grant High School 2009 — 2012
High School Diploma
Mills College September 2015 - Present
Heffernan Insurance Brokers June 2015 - August 2015
Viridian Management June 2014 - August 2014
Terminal Gravity Brewing September 2012 - December 2013
The Brewster Law Office September 2012 - December 2012
Ruby Jewel August 2011 - June 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, Social Networking, Customer Service, Analysis, Time Management, PowerPoint, Accounting, Microsoft Word, Outlook, Management, Legal Writing, Critical Thinking, Financial Accounting, Financial Analysis, QuickBooks, Leadership, Research, Budgets, Fundraising, Communication, Finance, Facebook, Public Speaking, Data Analysis, Business Strategy, Teamwork, R, Bank Reconciliation
Education
Mills College 2012 — 2015
Bachelor's degree, Economics
Mills College 2012 — 2015
Bachelor’s Degree, English Literature
Grant High School 2009 — 2012
High School Diploma
Danielle Mulas Danielle Mulas's Heffernan Insurance Brokers Experience May 2010 - May 2012
Job Vice President of Client Relations at Orbis Payment Services
Industry Financial Services
Experience
Orbis Payment Services September 2012 - Present
Heffernan Insurance Brokers May 2010 - May 2012
LL Business Management November 2010 - April 2011
The Orion August 2010 - January 2011
Tangram Insurance Services May 2010 - August 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Advertising, Cold Calling, Insurance, Photoshop, Accounting, Marketing, Salesforce.com, Sales, Social Media Marketing, Social Media, Social Networking, Account Management, Marketing Strategy, Lead Generation, Marketing Communications, Facebook
Education
California State University-Chico 2007 — 2012
Bachelor, Business Administration/MarketingCareer
California State University-Chico 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Orbis Payment Services September 2012 - Present
Heffernan Insurance Brokers May 2010 - May 2012
LL Business Management November 2010 - April 2011
The Orion August 2010 - January 2011
Tangram Insurance Services May 2010 - August 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Advertising, Cold Calling, Insurance, Photoshop, Accounting, Marketing, Salesforce.com, Sales, Social Media Marketing, Social Media, Social Networking, Account Management, Marketing Strategy, Lead Generation, Marketing Communications, Facebook
Education
California State University-Chico 2007 — 2012
Bachelor, Business Administration/MarketingCareer
California State University-Chico 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Victoria Ketchum's Heffernan Insurance Brokers Experience July 2013 - Present
Job Business Development and Marketing at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers July 2013 - Present
Sea Scout Ship Viking August 2011 - Present
Heffernan Insurance Brokers December 2011 - July 2013
San Francisco Maritime National Historic Parks May 2009 - September 2011
Splash Cafe September 2009 - July 2011
Skills
Social Media, Leadership, Event Planning, Customer Service, Marketing, Sailing, Marketing Strategy, Leadership Development, Team Management, Editing, Corporate Events, Microsoft Office, Professional Liability, Property & Casualty..., Public Speaking, Singing, Business Development, RFP Design, Risk Management, International Risk, Insurance Program Design
Education
University of San Francisco 2014 — 2016
Bachelor of Science (B.S.), Marketing
Cuesta College 2008 — 2011
Vocal Performance
School of the Arts, San Francisco 2004 — 2008
Vocal Performance
Heffernan Insurance Brokers July 2013 - Present
Sea Scout Ship Viking August 2011 - Present
Heffernan Insurance Brokers December 2011 - July 2013
San Francisco Maritime National Historic Parks May 2009 - September 2011
Splash Cafe September 2009 - July 2011
Skills
Social Media, Leadership, Event Planning, Customer Service, Marketing, Sailing, Marketing Strategy, Leadership Development, Team Management, Editing, Corporate Events, Microsoft Office, Professional Liability, Property & Casualty..., Public Speaking, Singing, Business Development, RFP Design, Risk Management, International Risk, Insurance Program Design
Education
University of San Francisco 2014 — 2016
Bachelor of Science (B.S.), Marketing
Cuesta College 2008 — 2011
Vocal Performance
School of the Arts, San Francisco 2004 — 2008
Vocal Performance
Nicole Evans's Heffernan Insurance Brokers Experience July 2009 - September 2011
Job Surety Account Manager at WoodruffSawyer & Co
Industry Insurance
Experience
Woodruff-Sawyer & Co July 2012 - Present
EPIC September 2011 - July 2012
Heffernan Insurance Brokers July 2009 - September 2011
Willis August 2006 - July 2009
ATC Partners, LLC 2005 - 2006
Skills
Commercial Insurance, Professional Liability, Surety, Property & Casualty..., Brokers, Liability, Casualty, Risk Management, Financial Risk, Surety Bonds
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Arts (B.A.), European History
Woodruff-Sawyer & Co July 2012 - Present
EPIC September 2011 - July 2012
Heffernan Insurance Brokers July 2009 - September 2011
Willis August 2006 - July 2009
ATC Partners, LLC 2005 - 2006
Skills
Commercial Insurance, Professional Liability, Surety, Property & Casualty..., Brokers, Liability, Casualty, Risk Management, Financial Risk, Surety Bonds
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Arts (B.A.), European History
Rick Pogue, CLU, ChFC Rick Pogue, CLU, ChFC's Heffernan Insurance Brokers Experience November 2014 - Present
Job Investment Advisor / Insurance Analyst
Industry Insurance
Experience
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Nicole Orlando Nicole Orlando's Heffernan Insurance Brokers Experience August 2014 - Present
Job Account Manager
Industry Insurance
Experience
Heffernan Insurance Brokers August 2014 - Present
Wells Fargo Insurance Services March 2012 - August 2014
Wells Fargo Insurance Services March 2010 - March 2012
Wells Fargo Insurance Services March 2006 - March 2010
Nordstrom July 2004 - January 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Commercial Lines, Brokers
Education
Arizona State University 2001 — 2003
Bachelor of Arts (BA), Communication, General
Scottsdale Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Communication, General
Heffernan Insurance Brokers August 2014 - Present
Wells Fargo Insurance Services March 2012 - August 2014
Wells Fargo Insurance Services March 2010 - March 2012
Wells Fargo Insurance Services March 2006 - March 2010
Nordstrom July 2004 - January 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Commercial Lines, Brokers
Education
Arizona State University 2001 — 2003
Bachelor of Arts (BA), Communication, General
Scottsdale Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Communication, General
Devin Montuya Devin Montuya's Heffernan Insurance Brokers Experience August 2012 - Present
Job Licensing & Surplus Lines Coordinator at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers August 2012 - Present
Socius Insurance Services, Inc. 2012 - Present
SelectSolutions Insurance Services 2012 - Present
Michael L. Fitzgerald Insurance Services, Inc. 2007 - 2012
Sun Life Financial - Group Benefits Division March 2005 - June 2007
Skills
Customer Service, Office Administration, Electronic Filing, Medical Compliance, Medical Records, Microsoft Excel, Microsoft Word, Product Marketing, Cold Calling Experience, Financial Reporting, Mailers, Life Insurance, Fixed Annuities, Long Term Care Insurance, Health Insurance, Technical Illustration, Carrier Relationships, Sales Presentations, Email Marketing, Accurate Data Entry, Corporate Events, Invoicing, Marketing, Employee Benefits, Property, Whole Life, Training, Banking, Outlook, Budgets, Commercial Lines, Disability Insurance, Long-term Care, Term Life Insurance, Critical Illness, General Insurance, Variable Annuities, Reinsurance, Underwriting, Estate Planning, Excess, Team Building, Flexible Spending..., Insurance, Brokers, Lotus Notes, Investments, New Business Development, Small Business, Account Management
Education
Mount Diablo Adult Education 2012 — 2013
Account Clerk Certificate, Accounting and Related Services, 3.85
Holy Names College 1999 — 2002
Associate's Degree, Communication and Media Studies, 3.8
Heffernan Insurance Brokers August 2012 - Present
Socius Insurance Services, Inc. 2012 - Present
SelectSolutions Insurance Services 2012 - Present
Michael L. Fitzgerald Insurance Services, Inc. 2007 - 2012
Sun Life Financial - Group Benefits Division March 2005 - June 2007
Skills
Customer Service, Office Administration, Electronic Filing, Medical Compliance, Medical Records, Microsoft Excel, Microsoft Word, Product Marketing, Cold Calling Experience, Financial Reporting, Mailers, Life Insurance, Fixed Annuities, Long Term Care Insurance, Health Insurance, Technical Illustration, Carrier Relationships, Sales Presentations, Email Marketing, Accurate Data Entry, Corporate Events, Invoicing, Marketing, Employee Benefits, Property, Whole Life, Training, Banking, Outlook, Budgets, Commercial Lines, Disability Insurance, Long-term Care, Term Life Insurance, Critical Illness, General Insurance, Variable Annuities, Reinsurance, Underwriting, Estate Planning, Excess, Team Building, Flexible Spending..., Insurance, Brokers, Lotus Notes, Investments, New Business Development, Small Business, Account Management
Education
Mount Diablo Adult Education 2012 — 2013
Account Clerk Certificate, Accounting and Related Services, 3.85
Holy Names College 1999 — 2002
Associate's Degree, Communication and Media Studies, 3.8
Nicholette Miglio Nicholette Miglio's Heffernan Insurance Brokers Experience August 2010 - Present
Job Executive Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers August 2010 - Present
Wells Fargo Insurance Services August 2007 - August 2010
UnitedHealthcare August 2002 - August 2007
UnitedHealthcare August 2000 - August 2002
Skills
Employee Benefits, Account Management, New Business Development, Insurance, Underwriting, Health Savings Accounts, Brokers, Long-term Care, Workers Compensation, Benefits Administration, Risk Management, Customer Service, Health Insurance, Sales, Claim, Life Insurance, Disability Insurance, Commercial Insurance, Professional Liability
Education
Heald College-Concord 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Computer Technology/Computer Systems Technology
Heffernan Insurance Brokers August 2010 - Present
Wells Fargo Insurance Services August 2007 - August 2010
UnitedHealthcare August 2002 - August 2007
UnitedHealthcare August 2000 - August 2002
Skills
Employee Benefits, Account Management, New Business Development, Insurance, Underwriting, Health Savings Accounts, Brokers, Long-term Care, Workers Compensation, Benefits Administration, Risk Management, Customer Service, Health Insurance, Sales, Claim, Life Insurance, Disability Insurance, Commercial Insurance, Professional Liability
Education
Heald College-Concord 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Computer Technology/Computer Systems Technology
Michele Schenone Michele Schenone's Heffernan Insurance Brokers Experience June 2012 - August 2012
Job Realtor at Intero Real Estate Services
Industry Real Estate
Experience
Intero Real Estate Services February 2013 - Present
Torino, Italy September 2012 - December 2012
Heffernan Insurance Brokers June 2012 - August 2012
Cathedral Oaks Athletic Club December 2009 - August 2010
The Boathouse Restaurant July 2009 - December 2009
Skills
Microsoft Office, Customer Service, Customer Relations, Administration, Word, Interpersonal..., Public Speaking, Social Media Marketing, Marketing Strategy, Microsoft Word, System Administration, Real Estate, Interpersonal..., Marketing, Microsoft Excel, Sales, Social Networking, Sellers, Time Management
Education
California State University-Chico 2010 — 2012
Under Graduate, Communication Studies: Public Affairs, Minor in Marketing
Santa Barbara City College 2007 — 2010
General Education, Communication Studies
Pioneer High School 2003 — 2007
General Education
Intero Real Estate Services February 2013 - Present
Torino, Italy September 2012 - December 2012
Heffernan Insurance Brokers June 2012 - August 2012
Cathedral Oaks Athletic Club December 2009 - August 2010
The Boathouse Restaurant July 2009 - December 2009
Skills
Microsoft Office, Customer Service, Customer Relations, Administration, Word, Interpersonal..., Public Speaking, Social Media Marketing, Marketing Strategy, Microsoft Word, System Administration, Real Estate, Interpersonal..., Marketing, Microsoft Excel, Sales, Social Networking, Sellers, Time Management
Education
California State University-Chico 2010 — 2012
Under Graduate, Communication Studies: Public Affairs, Minor in Marketing
Santa Barbara City College 2007 — 2010
General Education, Communication Studies
Pioneer High School 2003 — 2007
General Education
James Ziolkowski's Heffernan Insurance Brokers Experience August 2008 - June 2009
Job Senior Manager Commercial Underwriting at Texas Mutual Insurance Company
Industry Insurance
Experience
Texas Mutual Insurance Company November 2014 - Present
Fireman's Fund Insurance Company September 2009 - November 2014
Heffernan Insurance Brokers August 2008 - June 2009
Welsch Flatness & Lutz August 2004 - August 2008
Amerisure Insurance Company August 1994 - July 2004
Skills
Underwriting, Insurance, General Insurance, Commercial Insurance, Property & Casualty..., Brokers, Liability, Vendor Management, Business Analysis, Claims Management, Claim, Risk Management, Casualty, Commercial Lines, Legal Liability, Professional Liability, Umbrella Insurance, Workers Compensation, Reinsurance, Insurance Brokerage, Employment Practices..., D&O, Excess, Leadership, Financial Risk, Health Insurance, Homeowners
Education
Ball State University
Bachelor of Science (BS), Criminal Justice and Corrections
Texas Mutual Insurance Company November 2014 - Present
Fireman's Fund Insurance Company September 2009 - November 2014
Heffernan Insurance Brokers August 2008 - June 2009
Welsch Flatness & Lutz August 2004 - August 2008
Amerisure Insurance Company August 1994 - July 2004
Skills
Underwriting, Insurance, General Insurance, Commercial Insurance, Property & Casualty..., Brokers, Liability, Vendor Management, Business Analysis, Claims Management, Claim, Risk Management, Casualty, Commercial Lines, Legal Liability, Professional Liability, Umbrella Insurance, Workers Compensation, Reinsurance, Insurance Brokerage, Employment Practices..., D&O, Excess, Leadership, Financial Risk, Health Insurance, Homeowners
Education
Ball State University
Bachelor of Science (BS), Criminal Justice and Corrections
Jessica Casteel's Heffernan Insurance Brokers Experience November 2011 - Present
Job Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers November 2011 - Present
Heffernan Insurance Brokers June 2010 - Present
SBM Site Services, LLC February 2008 - January 2010
Heather M. Whiting Photography October 2003 - February 2008
Golden State Mortgage Capital July 2004 - January 2005
Skills
Employee Benefits, Disability Insurance, Brokers, General Insurance, Applicant Tracking...
Education
Exam FX 2010 — 2010
Health and Life Agent
Las Positas College
Business Management
Heffernan Insurance Brokers November 2011 - Present
Heffernan Insurance Brokers June 2010 - Present
SBM Site Services, LLC February 2008 - January 2010
Heather M. Whiting Photography October 2003 - February 2008
Golden State Mortgage Capital July 2004 - January 2005
Skills
Employee Benefits, Disability Insurance, Brokers, General Insurance, Applicant Tracking...
Education
Exam FX 2010 — 2010
Health and Life Agent
Las Positas College
Business Management
Rob Vanoncini Rob Vanoncini's Heffernan Insurance Brokers Experience 2006 - 2010
Job Commercial Insurance Producer/Business Development at ISU Insurance Services of San Francisco
Industry Insurance
Experience
ISU Insurance Services of San Francisco January 2015 - Present
Metro Risk Management 2013 - 2014
American Fidelity Assurance 2011 - 2013
Barrett Business Services Inc. (BBSI) 2010 - 2011
Heffernan Insurance Brokers 2006 - 2010
Education
California State University-Chico
BA, Political Science
St. Ignatius College Prep.
ISU Insurance Services of San Francisco January 2015 - Present
Metro Risk Management 2013 - 2014
American Fidelity Assurance 2011 - 2013
Barrett Business Services Inc. (BBSI) 2010 - 2011
Heffernan Insurance Brokers 2006 - 2010
Education
California State University-Chico
BA, Political Science
St. Ignatius College Prep.
Linda Mace Linda Mace's Heffernan Insurance Brokers Experience 2011 - Present
Job Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers 2011 - Present
Various Temporary Assignments June 2010 - December 2011
Willis 2008 - 2010
HRH 2008 - 2008
UnionBanc Insurance Services 2005 - 2008
Stewart Smith West (AmWINS) 1999 - 2005
Tri-City Brokerage (Crump) 1996 - 1999
Skills
Insurance, Underwriting, Property & Casualty..., Workers Compensation, Casualty, Analysis, Commercial Lines, Liability, Training, General Insurance, Umbrella Insurance, Employment Practices..., Risk Management
Education
College of Marin 1979 — 1982
A.S., Administrative Management
Heffernan Insurance Brokers 2011 - Present
Various Temporary Assignments June 2010 - December 2011
Willis 2008 - 2010
HRH 2008 - 2008
UnionBanc Insurance Services 2005 - 2008
Stewart Smith West (AmWINS) 1999 - 2005
Tri-City Brokerage (Crump) 1996 - 1999
Skills
Insurance, Underwriting, Property & Casualty..., Workers Compensation, Casualty, Analysis, Commercial Lines, Liability, Training, General Insurance, Umbrella Insurance, Employment Practices..., Risk Management
Education
College of Marin 1979 — 1982
A.S., Administrative Management
David G. Harris David G. Harris's Heffernan Insurance Brokers Experience February 2003 - Present
Job Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers February 2003 - Present
Allied North America (now Aon) May 2000 - January 2003
Acordia (now Wells Fargo) December 1993 - May 2000
Coroon & Black (now Willis) November 1989 - November 1993
Aetna Casualty and Surety Company (now Travelers) April 1981 - November 1989
Skills
Property & Casualty..., Workers Compensation, Liability, Employment Practices..., Underwriting, Insurance, Surety Bonds, Risk Management, Umbrella Insurance, Commercial Insurance, Professional Liability, Brokers, D&O, Legal Liability, General Insurance, Contract Negotiation, Business Continuity..., Casualty Insurance, Strategic Planning, Loss Prevention
Education
California State University-Long Beach 1976 — 1980
Business Administration, Finance
Woodrow Wilson High School-Long Beach, CA 1973 — 1976
Diploma
Heffernan Insurance Brokers February 2003 - Present
Allied North America (now Aon) May 2000 - January 2003
Acordia (now Wells Fargo) December 1993 - May 2000
Coroon & Black (now Willis) November 1989 - November 1993
Aetna Casualty and Surety Company (now Travelers) April 1981 - November 1989
Skills
Property & Casualty..., Workers Compensation, Liability, Employment Practices..., Underwriting, Insurance, Surety Bonds, Risk Management, Umbrella Insurance, Commercial Insurance, Professional Liability, Brokers, D&O, Legal Liability, General Insurance, Contract Negotiation, Business Continuity..., Casualty Insurance, Strategic Planning, Loss Prevention
Education
California State University-Long Beach 1976 — 1980
Business Administration, Finance
Woodrow Wilson High School-Long Beach, CA 1973 — 1976
Diploma
Stephanie Solano Stephanie Solano's Heffernan Insurance Brokers Experience June 2013 - Present
Job Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers June 2013 - Present
Norman Spencer Agency January 2012 - July 2012
Western Marine Insurance Services February 2006 - January 2012
UBOC - Tanner Insurance Brokers August 2003 - February 2006
Woodruff Sawyer November 1999 - August 2003
NORCAL Mutual Insurance Company 1985 - 1996
Skills
Insurance, Proposal Writing, Claim, Commercial Insurance, Property & Casualty..., Casualty, Legal Liability, Inland Marine, Professional Liability, Surety Bonds, Liability, Excess, New Business Development, Marine Insurance, Commercial Lines
Education
California State University-Chico
Heffernan Insurance Brokers June 2013 - Present
Norman Spencer Agency January 2012 - July 2012
Western Marine Insurance Services February 2006 - January 2012
UBOC - Tanner Insurance Brokers August 2003 - February 2006
Woodruff Sawyer November 1999 - August 2003
NORCAL Mutual Insurance Company 1985 - 1996
Skills
Insurance, Proposal Writing, Claim, Commercial Insurance, Property & Casualty..., Casualty, Legal Liability, Inland Marine, Professional Liability, Surety Bonds, Liability, Excess, New Business Development, Marine Insurance, Commercial Lines
Education
California State University-Chico
Delaine Andersen, CPP Delaine Andersen, CPP's Heffernan Insurance Brokers Experience November 2009 - Present
Job Payroll Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers November 2009 - Present
Actus Lend Lease/Lend Lease Retail and Communities May 2003 - May 2009
Actus Lend Lease 2003 - 2009
Hathaway Dinwiddie October 2000 - March 2003
American Management Partners July 2000 - September 2000
Trefethen Vineyards 1994 - 2000
ProFlame Inc. 1991 - 1994
Skills
Payroll, Accounting, ADP Payroll, Multi-State Sales Tax, Payroll Taxes, Account Reconciliation, General Ledger, Deferred Compensation, Bank Reconciliation, Analysis, Financial Statements
Education
Heald College 1988 — 1989
Accounting, Accounting
Heffernan Insurance Brokers November 2009 - Present
Actus Lend Lease/Lend Lease Retail and Communities May 2003 - May 2009
Actus Lend Lease 2003 - 2009
Hathaway Dinwiddie October 2000 - March 2003
American Management Partners July 2000 - September 2000
Trefethen Vineyards 1994 - 2000
ProFlame Inc. 1991 - 1994
Skills
Payroll, Accounting, ADP Payroll, Multi-State Sales Tax, Payroll Taxes, Account Reconciliation, General Ledger, Deferred Compensation, Bank Reconciliation, Analysis, Financial Statements
Education
Heald College 1988 — 1989
Accounting, Accounting
Patrice Krems Patrice Krems's Heffernan Insurance Brokers Experience February 2006 - September 2008
Job Member of the Board of Directors at Peninsula Musical Arts Association (PMAA)
Industry Insurance
Experience
Peninsula Musical Arts Association (PMAA) June 2012 - Present
Self-Employed November 2008 - Present
Cohn Reid O'Neill Insurance February 2010 - March 2014
Lacis Museum of Lace & Textiles January 2010 - January 2012
Heffernan Insurance Brokers February 2006 - September 2008
Liberty Benefit Insurance Services March 2005 - January 2006
Alliant Insurance Services formerly Sher Co Insurance Services July 1982 - November 2002
Skills
Health Insurance, Employee Benefits, Customer Service, Outlook, Account Management, Human Resources, Insurance, Life Insurance, Marketing, Dentistry, Analysis, Disability Insurance, Workers Compensation, Underwriting, Property & Casualty..., Management, Brokers
Education
California State University-Sacramento 1978 — 1980
MSW, Social Work - Social Justice & Corrections
California State University-Sacramento 1976 — 1978
BA, Social Work
Peninsula Musical Arts Association (PMAA) June 2012 - Present
Self-Employed November 2008 - Present
Cohn Reid O'Neill Insurance February 2010 - March 2014
Lacis Museum of Lace & Textiles January 2010 - January 2012
Heffernan Insurance Brokers February 2006 - September 2008
Liberty Benefit Insurance Services March 2005 - January 2006
Alliant Insurance Services formerly Sher Co Insurance Services July 1982 - November 2002
Skills
Health Insurance, Employee Benefits, Customer Service, Outlook, Account Management, Human Resources, Insurance, Life Insurance, Marketing, Dentistry, Analysis, Disability Insurance, Workers Compensation, Underwriting, Property & Casualty..., Management, Brokers
Education
California State University-Sacramento 1978 — 1980
MSW, Social Work - Social Justice & Corrections
California State University-Sacramento 1976 — 1978
BA, Social Work
Guilherme Debarros's Heffernan Insurance Brokers Experience May 2015 - Present
Job Associate Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2015 - Present
Zywave August 2014 - May 2015
T-Mobile August 2012 - January 2014
Bank of America August 2011 - August 2012
Sprint April 2008 - August 2011
Skills
Account Management, Business Development, Sales, Customer Retention, Direct Sales, Sales Management, Salesforce.com, Management, Cold Calling, New Business Development, Telecommunications, CRM, Solution Selling, Call Centers, Sales Process, Customer Experience, Strategy, Sales Operations, Leadership, Relationship Management, Team Leadership, Strategic Partnerships, Competitive Analysis, B2B, Customer Service
Education
Kean University 2003 — 2008
Bachelor of Science (B.S.), Business Management
Kean University 2003 — 2008
Bachelor of Arts (B.A.), Psychology
Heffernan Insurance Brokers May 2015 - Present
Zywave August 2014 - May 2015
T-Mobile August 2012 - January 2014
Bank of America August 2011 - August 2012
Sprint April 2008 - August 2011
Skills
Account Management, Business Development, Sales, Customer Retention, Direct Sales, Sales Management, Salesforce.com, Management, Cold Calling, New Business Development, Telecommunications, CRM, Solution Selling, Call Centers, Sales Process, Customer Experience, Strategy, Sales Operations, Leadership, Relationship Management, Team Leadership, Strategic Partnerships, Competitive Analysis, B2B, Customer Service
Education
Kean University 2003 — 2008
Bachelor of Science (B.S.), Business Management
Kean University 2003 — 2008
Bachelor of Arts (B.A.), Psychology
Earl Fuller's Heffernan Insurance Brokers Experience January 2013 - Present
Job Senior Administrative Coordinator at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2013 - Present
Heffernan Insurance Brokers August 2010 - January 2013
Whole Foods Market June 2007 - September 2008
Skills
Workers Compensation
Education
De Anza College 2005 — 2007
Associate of Arts (A.A.), Business with emphasis in Computer Systems
Heffernan Insurance Brokers January 2013 - Present
Heffernan Insurance Brokers August 2010 - January 2013
Whole Foods Market June 2007 - September 2008
Skills
Workers Compensation
Education
De Anza College 2005 — 2007
Associate of Arts (A.A.), Business with emphasis in Computer Systems
Melissa Czellecz Melissa Czellecz's Heffernan Insurance Brokers Experience August 2013 - Present
Job Benefits Specialist at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers August 2013 - Present
Heffernan Insurance Brokers May 2011 - August 2013
Renaissance Club Sport August 2010 - May 2011
Liberty National Life Insurance Company August 2010 - February 2011
Skills
Employee Benefits, Benefits Administration, COBRA, Insurance, Health Insurance, Disability Insurance, Open Enrollment, Brokers, Health Savings Accounts, Employee Relations, Term Life Insurance
Education
CSU Sacramento
Bachelor of Arts (BA), Liberal Studies
Heffernan Insurance Brokers August 2013 - Present
Heffernan Insurance Brokers May 2011 - August 2013
Renaissance Club Sport August 2010 - May 2011
Liberty National Life Insurance Company August 2010 - February 2011
Skills
Employee Benefits, Benefits Administration, COBRA, Insurance, Health Insurance, Disability Insurance, Open Enrollment, Brokers, Health Savings Accounts, Employee Relations, Term Life Insurance
Education
CSU Sacramento
Bachelor of Arts (BA), Liberal Studies
Jose Cruz-Montes Jose Cruz-Montes's Heffernan Insurance Brokers Experience August 2005 - May 2006
Job Line Service Technician at Leading Edge Aviation Inc.
Industry Aviation & Aerospace
Experience
Leading Edge Aviation Inc. January 2015 - Present
Blue Sky Aviation March 2014 - June 2014
US Army February 2008 - July 2013
Tutton Insurance Services, Inc. August 2006 - January 2008
Heffernan Insurance Brokers August 2005 - May 2006
Skills
Customer Service, Factory, Helicopters, Electronics, Hydraulics, Inspection, Maintenance, Military, Military Experience, Software Installation, Troubleshooting, Heavy Equipment, Force Protection, Personnel Supervision, Weapons, Military Operations, Operational Planning, DoD, Organizational..., Supervising, Aerospace, Forklift Operator, Hazardous Materials, Aircraft, Preventive Maintenance, Military Training, Military Logistics, Aircraft Maintenance, Army, Supervisory Skills, Aviation
Education
Central Oregon Community College 2014 — 2015
Associate's Degree, Aviation, Professional – Helicopter
College of the Sequoias 2013 — 2013
Associate of Science (AS), Helicopter Pilot
Orange High School 2000 — 2005
North Central Institute
Airframe and Powerplant
Leading Edge Aviation Inc. January 2015 - Present
Blue Sky Aviation March 2014 - June 2014
US Army February 2008 - July 2013
Tutton Insurance Services, Inc. August 2006 - January 2008
Heffernan Insurance Brokers August 2005 - May 2006
Skills
Customer Service, Factory, Helicopters, Electronics, Hydraulics, Inspection, Maintenance, Military, Military Experience, Software Installation, Troubleshooting, Heavy Equipment, Force Protection, Personnel Supervision, Weapons, Military Operations, Operational Planning, DoD, Organizational..., Supervising, Aerospace, Forklift Operator, Hazardous Materials, Aircraft, Preventive Maintenance, Military Training, Military Logistics, Aircraft Maintenance, Army, Supervisory Skills, Aviation
Education
Central Oregon Community College 2014 — 2015
Associate's Degree, Aviation, Professional – Helicopter
College of the Sequoias 2013 — 2013
Associate of Science (AS), Helicopter Pilot
Orange High School 2000 — 2005
North Central Institute
Airframe and Powerplant
Janet L. Gallagher Janet L. Gallagher's Heffernan Insurance Brokers Experience 2012 - Present
Job Benefits Coordinator at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers 2012 - Present
AZAD, Inc. March 2011 - July 2012
MPS Content Services Inc. March 2006 - April 2010
Education
Eastern Oregon University
Bachelor's degree, General Studies/Social Science
Portland State University
Accounting Courses
Heffernan Insurance Brokers 2012 - Present
AZAD, Inc. March 2011 - July 2012
MPS Content Services Inc. March 2006 - April 2010
Education
Eastern Oregon University
Bachelor's degree, General Studies/Social Science
Portland State University
Accounting Courses
Katelyn Williams's Heffernan Insurance Brokers Experience December 2012 - January 2013
Job Campaign Technology at Lincoln Labs
Industry Political Organization
Experience
Lincoln Labs May 2015 - Present
Park Strategies, LLC January 2015 - Present
Bruce Blakeman for Congress Campaign 2014 September 2014 - November 2014
U.S. House of Representatives April 2014 - July 2014
U.S. House of Representatives January 2014 - April 2014
The California Group May 2013 - August 2013
The Can Kicks Back November 2012 - August 2013
Heffernan Insurance Brokers December 2012 - January 2013
Nordstrom January 2010 - January 2011
Education
Georgetown University 2013 — 2014
Public Policy, Public Policy Analysis
Hofstra University 2012 — 2016
Bachelor's degree, Political Science and Sustainability
Burlingame High School 2009 — 2012
Notre Dame High School 2009 — 2010
William H. Crocker Middle School 2006 — 2008
Lincoln Labs May 2015 - Present
Park Strategies, LLC January 2015 - Present
Bruce Blakeman for Congress Campaign 2014 September 2014 - November 2014
U.S. House of Representatives April 2014 - July 2014
U.S. House of Representatives January 2014 - April 2014
The California Group May 2013 - August 2013
The Can Kicks Back November 2012 - August 2013
Heffernan Insurance Brokers December 2012 - January 2013
Nordstrom January 2010 - January 2011
Education
Georgetown University 2013 — 2014
Public Policy, Public Policy Analysis
Hofstra University 2012 — 2016
Bachelor's degree, Political Science and Sustainability
Burlingame High School 2009 — 2012
Notre Dame High School 2009 — 2010
William H. Crocker Middle School 2006 — 2008
Rachel Soiland's Heffernan Insurance Brokers Experience June 2011 - August 2011
Job Application Developer
Industry Information Technology and Services
Experience
Intel Corporation June 2014 - Present
E Squared Communications May 2013 - August 2013
Apple May 2012 - May 2013
Heffernan Insurance Brokers June 2011 - August 2011
Skills
Microsoft Office, iWork, Technical Support, Phone Etiquette, Teamwork, Multi Tasking, Technology, Basic C#, Basic SQL
Education
Arizona State University 2010 — 2014
Bachelor of Science (BS), Computer Information Systems
Intel Corporation June 2014 - Present
E Squared Communications May 2013 - August 2013
Apple May 2012 - May 2013
Heffernan Insurance Brokers June 2011 - August 2011
Skills
Microsoft Office, iWork, Technical Support, Phone Etiquette, Teamwork, Multi Tasking, Technology, Basic C#, Basic SQL
Education
Arizona State University 2010 — 2014
Bachelor of Science (BS), Computer Information Systems
Jeannette Maurer Jeannette Maurer's Heffernan Insurance Brokers Experience May 2013 - September 2013
Job Executive Vice President at J. Deutsch Associates, Inc.
Industry Insurance
Experience
J. Deutsch Associates, Inc. September 2013 - Present
Heffernan Insurance Brokers May 2013 - September 2013
Consuasor, Inc June 2011 - May 2013
J. Deutsch Associates, Inc. June 2002 - June 2011
American International Group June 2001 - June 2002
Universal Diagnostic Laboratory (UDL) February 1998 - June 2001
Skills
Accident, Brokers, Business Planning, Contract Negotiation, Customer Service, Disability Insurance, Employee Benefits, Financial Risk, Health Insurance, Insurance, Marketing, Underwriting, Casualty, Property, Workers Compensation, Casualty Insurance, Commercial Insurance
Education
City University of New York-Brooklyn College 1997 — 1999
BA, Psychology
J. Deutsch Associates, Inc. September 2013 - Present
Heffernan Insurance Brokers May 2013 - September 2013
Consuasor, Inc June 2011 - May 2013
J. Deutsch Associates, Inc. June 2002 - June 2011
American International Group June 2001 - June 2002
Universal Diagnostic Laboratory (UDL) February 1998 - June 2001
Skills
Accident, Brokers, Business Planning, Contract Negotiation, Customer Service, Disability Insurance, Employee Benefits, Financial Risk, Health Insurance, Insurance, Marketing, Underwriting, Casualty, Property, Workers Compensation, Casualty Insurance, Commercial Insurance
Education
City University of New York-Brooklyn College 1997 — 1999
BA, Psychology
Allison Parshall's Heffernan Insurance Brokers Experience October 2001 - June 2013
Job Account Manager at Entertainment Insurance Services Inc.
Industry Insurance
Experience
Entertainment Insurance Services June 2013 - Present
Heffernan Insurance Brokers October 2001 - June 2013
Skills
Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, Sales Management, Employment Practices..., Brokers, Legal Liability, D&O, Workers Compensation, Casualty, Umbrella Insurance, Inland Marine, Underwriting, Liability, General Insurance, Claim, Health Insurance
Education
James Madison University 1996 — 2000
BSW, Social Work
Entertainment Insurance Services June 2013 - Present
Heffernan Insurance Brokers October 2001 - June 2013
Skills
Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, Sales Management, Employment Practices..., Brokers, Legal Liability, D&O, Workers Compensation, Casualty, Umbrella Insurance, Inland Marine, Underwriting, Liability, General Insurance, Claim, Health Insurance
Education
James Madison University 1996 — 2000
BSW, Social Work
Jenna Kopel's Heffernan Insurance Brokers Experience January 2012 - August 2013
Job Producer at SelectSolutions Insurance Services, LLC
Industry Insurance
Experience
Select Solutions Insurance Services, LLC July 2014 - Present
SelectSolutions Insurance Services LLC 2013 - July 2014
Heffernan Insurance Brokers January 2012 - August 2013
Heffernan Insurance Brokers June 2011 - January 2012
Patra Corporation January 2008 - June 2011
Skills
Property & Casualty..., Insurance, Professional Liability, Workers Compensation, Risk Management, Team Building, Microsoft Office, Project Planning, Directors & Officers..., Licensed Property &..., Commercial Insurance, Sales, Management, Account Management, Legal Liability, Brokers, General Insurance
Education
Alameda Beauty College 2006 — 2007
License, Cosmetology/Cosmetologist, General
College of Alameda
Select Solutions Insurance Services, LLC July 2014 - Present
SelectSolutions Insurance Services LLC 2013 - July 2014
Heffernan Insurance Brokers January 2012 - August 2013
Heffernan Insurance Brokers June 2011 - January 2012
Patra Corporation January 2008 - June 2011
Skills
Property & Casualty..., Insurance, Professional Liability, Workers Compensation, Risk Management, Team Building, Microsoft Office, Project Planning, Directors & Officers..., Licensed Property &..., Commercial Insurance, Sales, Management, Account Management, Legal Liability, Brokers, General Insurance
Education
Alameda Beauty College 2006 — 2007
License, Cosmetology/Cosmetologist, General
College of Alameda
Elizabeth (Elizabeth Spraitz) McCormick's Heffernan Insurance Brokers Experience October 2006 - March 2010
Job Lead Client Consultant at Patra Corporation
Industry Insurance
Experience
Patra Corporation September 2015 - Present
Patra Corporation March 2010 - Present
Heffernan Insurance Brokers October 2006 - March 2010
Heffernan Insurance Brokers June 2002 - October 2006
Advanced Insurance Marketing 2001 - 2006
Advanced Insurance Marketing 2001 - 2006
Advanced Insurance Marketing 2001 - 2006
Skills
CA Insurance License, Commercial Insurance, Claims Consulting, Outsourcing, Process Implementation, Training, Cultural Anthropology, Business Process..., Operational Efficiency, Production Efficiency, Applied Systems, AMS360, AMS Systems, WorkSmart, ImageRight, Paperwise, DocStar, D&O, Property & Casualty..., Professional Liability, Workers Compensation, Commercial Lines, Brokers, Claim, Health Insurance, Legal Liability, Insurance, Underwriting, Management, Liability, Casualty Insurance
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Cultural Anthropology
Chaminade University of Honolulu 2000 — 2001
Laguna Hills High School 1996 — 2000
Patra Corporation September 2015 - Present
Patra Corporation March 2010 - Present
Heffernan Insurance Brokers October 2006 - March 2010
Heffernan Insurance Brokers June 2002 - October 2006
Advanced Insurance Marketing 2001 - 2006
Advanced Insurance Marketing 2001 - 2006
Advanced Insurance Marketing 2001 - 2006
Skills
CA Insurance License, Commercial Insurance, Claims Consulting, Outsourcing, Process Implementation, Training, Cultural Anthropology, Business Process..., Operational Efficiency, Production Efficiency, Applied Systems, AMS360, AMS Systems, WorkSmart, ImageRight, Paperwise, DocStar, D&O, Property & Casualty..., Professional Liability, Workers Compensation, Commercial Lines, Brokers, Claim, Health Insurance, Legal Liability, Insurance, Underwriting, Management, Liability, Casualty Insurance
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Cultural Anthropology
Chaminade University of Honolulu 2000 — 2001
Laguna Hills High School 1996 — 2000
Celeste Sinfield Cadena Celeste Sinfield Cadena's Heffernan Insurance Brokers Experience April 2013 - November 2013
Job Dedicated, loyal, professional. Looking forward to my next opportunity
Industry Insurance
Experience
Leavitt Pacific Insurance Brokers, Inc April 2015 - June 2015
CDS Costco stores February 2014 - April 2015
Live Nation/Shoreline April 2010 - April 2014
Heffernan Insurance Brokers April 2013 - November 2013
State Farm Insurance Belmont, CA November 2010 - August 2011
PIA Insurance December 2003 - May 2008
ABD Insurance Services January 1998 - January 2003
MBO Insurance Brokers January 1995 - January 1998
Skills
Social Media, Sales Management, Business Development, Event Planning, Account Management, Customer Service, Microsoft Word, PowerPoint, Insurance, Sales, Retail, Leadership, Social Media Marketing, Marketing, Microsoft Office, Outlook, Customer Satisfaction, Management, Marketing Strategy, Public Relations, Social Networking, Training, Time Management
Education
Department of Insurance
Yes, Insurance Property & Casualty
Cañada College 1989 — 1992
AS, Radiologic Technology
Leavitt Pacific Insurance Brokers, Inc April 2015 - June 2015
CDS Costco stores February 2014 - April 2015
Live Nation/Shoreline April 2010 - April 2014
Heffernan Insurance Brokers April 2013 - November 2013
State Farm Insurance Belmont, CA November 2010 - August 2011
PIA Insurance December 2003 - May 2008
ABD Insurance Services January 1998 - January 2003
MBO Insurance Brokers January 1995 - January 1998
Skills
Social Media, Sales Management, Business Development, Event Planning, Account Management, Customer Service, Microsoft Word, PowerPoint, Insurance, Sales, Retail, Leadership, Social Media Marketing, Marketing, Microsoft Office, Outlook, Customer Satisfaction, Management, Marketing Strategy, Public Relations, Social Networking, Training, Time Management
Education
Department of Insurance
Yes, Insurance Property & Casualty
Cañada College 1989 — 1992
AS, Radiologic Technology
Eric Schroeder Eric Schroeder's Heffernan Insurance Brokers Experience September 2011 - May 2013
Job Senior Vice President at Leavitt Group
Industry Insurance
Experience
Leavitt Group June 2013 - Present
Marines' Memorial Association February 2012 - January 2015
Heffernan Insurance Brokers September 2011 - May 2013
Aon December 2000 - August 2011
Abbott Resource Group 1998 - 2000
Mahan Insurance Brokers, LLC 1997 - 1999
United States Marine Corps 1989 - 1995
Skills
Leadership, New Business Development, Property & Casualty..., Mergers, Strategic Planning, Cross-functional Team..., Insurance, Account Management, Employee Benefits, Commercial Insurance, Strategy, Liability, Start-ups, Marketing Strategy, Team Building, Auditing, Executive Management, Workers Compensation, Mergers & Acquisitions, Compliance, Risk Management, Business Strategy
Education
Azusa Pacific University
BS, Management
Leavitt Group June 2013 - Present
Marines' Memorial Association February 2012 - January 2015
Heffernan Insurance Brokers September 2011 - May 2013
Aon December 2000 - August 2011
Abbott Resource Group 1998 - 2000
Mahan Insurance Brokers, LLC 1997 - 1999
United States Marine Corps 1989 - 1995
Skills
Leadership, New Business Development, Property & Casualty..., Mergers, Strategic Planning, Cross-functional Team..., Insurance, Account Management, Employee Benefits, Commercial Insurance, Strategy, Liability, Start-ups, Marketing Strategy, Team Building, Auditing, Executive Management, Workers Compensation, Mergers & Acquisitions, Compliance, Risk Management, Business Strategy
Education
Azusa Pacific University
BS, Management
Gavin Hession Gavin Hession's Heffernan Insurance Brokers Experience June 2015 - Present
Job Economics & Finance Student at Cal Poly
Industry Financial Services
Experience
Heffernan Insurance Brokers June 2015 - Present
Heffernan Insurance Brokers June 2014 - September 2014
Cal Poly Interfraternity Council September 2013 - June 2014
Private Wealth Partners, LLC June 2013 - September 2013
Mollie Stone's Markets June 2012 - December 2012
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Customer Service, Recruiting, Strategic Vision, Finance, Leadership, Problem Solving, Time Management, Management, PowerPoint, Entrepreneurship, Research, Innovation Management, Innovation Development, Social Networking, Event Planning, Windows, Outlook, Facebook, Asset Allocation
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor's Degree, Economics, Finance Concentration, Quantitative Math Sequence
Marin Catholic College Preparatory 2008 — 2012
High School Diploma, 4.1 gpa
Heffernan Insurance Brokers June 2015 - Present
Heffernan Insurance Brokers June 2014 - September 2014
Cal Poly Interfraternity Council September 2013 - June 2014
Private Wealth Partners, LLC June 2013 - September 2013
Mollie Stone's Markets June 2012 - December 2012
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Customer Service, Recruiting, Strategic Vision, Finance, Leadership, Problem Solving, Time Management, Management, PowerPoint, Entrepreneurship, Research, Innovation Management, Innovation Development, Social Networking, Event Planning, Windows, Outlook, Facebook, Asset Allocation
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor's Degree, Economics, Finance Concentration, Quantitative Math Sequence
Marin Catholic College Preparatory 2008 — 2012
High School Diploma, 4.1 gpa
Jordan Markuson's Heffernan Insurance Brokers Experience August 2015 - Present
Job Assistant Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers August 2015 - Present
Aqua Health Labs Inc November 2013 - August 2015
Acceas Partners January 2004 - August 2015
School Street Posters January 2015 - May 2015
Panama Re, LLC January 2007 - March 2015
Urban Imaging August 2014 - December 2014
Assurance Agency July 2005 - August 2006
Assurance Insurance Agency LLC August 2003 - July 2005
Skills
Workers Compensation, Strategic Partnerships, New Business Development, Business Development, Insurance, Start-ups, Risk Management, Account Management, CRM, Executive Management, Strategy, SaaS, Professional Services, Management Consulting, Business Intelligence, SEO, Management, Online Advertising, Marketing, Entrepreneurship, Lead Generation, Business Planning, Product Marketing, Online Marketing, Email Marketing, Digital Marketing, Sales Process, Sales, Social Media Marketing
Education
Indiana University - Kelley School of Business 1999 — 2003
BS, Business - Computer Info Systems
Heffernan Insurance Brokers August 2015 - Present
Aqua Health Labs Inc November 2013 - August 2015
Acceas Partners January 2004 - August 2015
School Street Posters January 2015 - May 2015
Panama Re, LLC January 2007 - March 2015
Urban Imaging August 2014 - December 2014
Assurance Agency July 2005 - August 2006
Assurance Insurance Agency LLC August 2003 - July 2005
Skills
Workers Compensation, Strategic Partnerships, New Business Development, Business Development, Insurance, Start-ups, Risk Management, Account Management, CRM, Executive Management, Strategy, SaaS, Professional Services, Management Consulting, Business Intelligence, SEO, Management, Online Advertising, Marketing, Entrepreneurship, Lead Generation, Business Planning, Product Marketing, Online Marketing, Email Marketing, Digital Marketing, Sales Process, Sales, Social Media Marketing
Education
Indiana University - Kelley School of Business 1999 — 2003
BS, Business - Computer Info Systems
April Verrengia's Heffernan Insurance Brokers Experience 2004 - 2005
Job
Industry Banking
Experience
OnPoint Community Credit Union September 2008 - Present
US Bank 2007 - 2008
Heffernan Insurance Brokers 2004 - 2005
Skills
Management, Retail Banking, Customer Service, Commercial Insurance, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Public Speaking, Banking
Education
Mt. Hood Community College
OnPoint Community Credit Union September 2008 - Present
US Bank 2007 - 2008
Heffernan Insurance Brokers 2004 - 2005
Skills
Management, Retail Banking, Customer Service, Commercial Insurance, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Public Speaking, Banking
Education
Mt. Hood Community College
Christy Sebastiani-Zoerner Christy Sebastiani-Zoerner's Heffernan Insurance Brokers Experience March 2009 - 2010
Job Realtor at Dudum Real Estate Group
Industry Real Estate
Experience
Dudum Real Estate Group June 2011 - Present
Keller Williams Realty 2010 - June 2011
Heffernan Insurance Brokers March 2009 - 2010
Wells Fargo Home Mortgage April 2001 - November 2008
Wells Fargo Home Mortgage January 2008 - July 2008
Wells Fargo Home Mortgage February 2007 - November 2007
Skills
Short Sales, Real Estate, Condos, Single Family Homes, First Time Home Buyers, Mortgage Banking, Residential Mortgages, Investment Properties, Referrals, Real Estate Transactions, Townhomes, Negotiation, Investors, Relocation, Sales, Foreclosures, REO, Residential Homes, Listings, Buyer Representation, FHA, HUD, Loans, Luxury, Sellers, Mortgage Lending, New Home Sales, Selling, Move Up Buyers, Real Estate Financing, Real Property, Vacation Homes, Buyers
Education
Diablo Valley College
AA Degree
Dudum Real Estate Group June 2011 - Present
Keller Williams Realty 2010 - June 2011
Heffernan Insurance Brokers March 2009 - 2010
Wells Fargo Home Mortgage April 2001 - November 2008
Wells Fargo Home Mortgage January 2008 - July 2008
Wells Fargo Home Mortgage February 2007 - November 2007
Skills
Short Sales, Real Estate, Condos, Single Family Homes, First Time Home Buyers, Mortgage Banking, Residential Mortgages, Investment Properties, Referrals, Real Estate Transactions, Townhomes, Negotiation, Investors, Relocation, Sales, Foreclosures, REO, Residential Homes, Listings, Buyer Representation, FHA, HUD, Loans, Luxury, Sellers, Mortgage Lending, New Home Sales, Selling, Move Up Buyers, Real Estate Financing, Real Property, Vacation Homes, Buyers
Education
Diablo Valley College
AA Degree
Janice (Jan) Berthold Janice (Jan) Berthold's Heffernan Insurance Brokers Experience November 2005 - Present
Job I help timechallenged CFO's and HR managers find and correct errors and overcharges in their insurance programs.
Industry Insurance
Experience
Heffernan Insurance Brokers November 2005 - Present
JBerthold Insurance Services, Inc. dba All West Insurance Brokers, LLC January 1989 - November 2005
Aetna November 1977 - November 1989
Skills
Workers Compensation, Insurance, Commercial Insurance, Risk Management, Brokers, Property & Casualty..., Financial Risk, D&O, Liability, General Insurance, Risk Assessment, Claims Management, Casualty, Umbrella Insurance, Correcting errors on..., Errors and Omissions, Liability Insurance, Cyber Liability..., Network Security..., Correcting errors on..., Casualty Insurance, Claim, Reinsurance
Education
University of San Francisco
BA, English, Italian
Loyola University of Chicago
Bachelor of Arts (B.A.), English and Italian
The American College 1985 — 1989
Chartered Life Underwriter; Chartered Property Casualty Underwriter; Chartered Financial Consultant, Business, Management, Marketing, and Related Support Services
Heffernan Insurance Brokers November 2005 - Present
JBerthold Insurance Services, Inc. dba All West Insurance Brokers, LLC January 1989 - November 2005
Aetna November 1977 - November 1989
Skills
Workers Compensation, Insurance, Commercial Insurance, Risk Management, Brokers, Property & Casualty..., Financial Risk, D&O, Liability, General Insurance, Risk Assessment, Claims Management, Casualty, Umbrella Insurance, Correcting errors on..., Errors and Omissions, Liability Insurance, Cyber Liability..., Network Security..., Correcting errors on..., Casualty Insurance, Claim, Reinsurance
Education
University of San Francisco
BA, English, Italian
Loyola University of Chicago
Bachelor of Arts (B.A.), English and Italian
The American College 1985 — 1989
Chartered Life Underwriter; Chartered Property Casualty Underwriter; Chartered Financial Consultant, Business, Management, Marketing, and Related Support Services
Gloria Anyanwu's Heffernan Insurance Brokers Experience May 2013 - June 2014
Job Student Intern at Heffernan Insurance Brokers
Industry
Experience
Heffernan Insurance Brokers May 2013 - June 2014
Onyx Pharmaceuticals March 2013 - October 2013
KPIX CBS5 August 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Outlook
Education
California State University-Sacramento 2014 — 2018
Biology, General
Immaculate Conception Academy 2010 — 2014
12
Heffernan Insurance Brokers May 2013 - June 2014
Onyx Pharmaceuticals March 2013 - October 2013
KPIX CBS5 August 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Outlook
Education
California State University-Sacramento 2014 — 2018
Biology, General
Immaculate Conception Academy 2010 — 2014
12
Brian Conner Brian Conner's Heffernan Insurance Brokers Experience January 2010 - August 2015
Job Vice President of Operations at Flock Software
Industry Computer Software
Experience
Flock Software August 2015 - Present
Heffernan Insurance Brokers January 2010 - August 2015
FormFactor July 2006 - January 2011
National Semiconductor June 2002 - July 2006
Bain & Company 1998 - 2002
Robertson Stephens & Company 1991 - 1998
American Ambulance June 1985 - May 1991
Skills
Coaching, Mentoring, Recruiting, Training, Organizational..., Employee Relations, Labor Relations, Generalist Duties, International HR, Compensation and..., HRIS Oversight, Development Of Employees, Workforce Planning, Insurance, Employee Benefits, Leadership, Commercial Insurance, Leadership Development, Start-ups, Executive Management, Management, HR Consulting, Benefits Administration, Human Resources, HRIS, COBRA, Personnel Management, Applicant Tracking..., Organizational..., Mergers & Acquisitions, Deferred Compensation, Succession Planning, Health Insurance, Onboarding, Strategy, Performance Management, Team Building, Strategic Planning, Change Management
Education
California State University-Fresno 1985 — 1989
B.S., Personnel & Industrial Relations
Flock Software August 2015 - Present
Heffernan Insurance Brokers January 2010 - August 2015
FormFactor July 2006 - January 2011
National Semiconductor June 2002 - July 2006
Bain & Company 1998 - 2002
Robertson Stephens & Company 1991 - 1998
American Ambulance June 1985 - May 1991
Skills
Coaching, Mentoring, Recruiting, Training, Organizational..., Employee Relations, Labor Relations, Generalist Duties, International HR, Compensation and..., HRIS Oversight, Development Of Employees, Workforce Planning, Insurance, Employee Benefits, Leadership, Commercial Insurance, Leadership Development, Start-ups, Executive Management, Management, HR Consulting, Benefits Administration, Human Resources, HRIS, COBRA, Personnel Management, Applicant Tracking..., Organizational..., Mergers & Acquisitions, Deferred Compensation, Succession Planning, Health Insurance, Onboarding, Strategy, Performance Management, Team Building, Strategic Planning, Change Management
Education
California State University-Fresno 1985 — 1989
B.S., Personnel & Industrial Relations
C. Kenneth Y's Heffernan Insurance Brokers Experience February 2013 - April 2013
Job Accounting Finance HR Operations Project Management
Industry Computer Software
Experience
LiveRamp August 2014 - August 2015
Strands April 2013 - July 2014
Rocket Fuel Inc. March 2014 - May 2014
RiskIQ September 2013 - February 2014
Heffernan Insurance Brokers February 2013 - April 2013
Ebates October 2012 - January 2013
Bigpoint Inc March 2011 - 2012
Voxify March 2009 - February 2011
Life Technologies July 2005 - September 2008
Dactron September 2004 - July 2005
Skills
Accounts Payable, Accounting, Accounts Receivable, General Ledger, Forecasting, Revenue Recognition, Budgets, Auditing, Start-ups, SAP, SaaS, AutoCAD, Quickbooks, Excel, Word, Great Plains, Oracle, Mas 90, Payroll, Project Management, Employment Law, Intercompany..., Talent Acquisition, FX Valuation, Financial Planning &..., Budget Planning, HR Project Management, Cash Management, Banking Relationships, Staff Management, Financial Statements, Consolidation, US GAAP, Cash Flow Forecasting, Fixed Assets, Accruals, HR Management, FLSA, FLMA, Recruiting, Benefits Administration, Compensation Management, EEO/AA Compliance, Microsoft Excel, Microsoft Word
Education
California State University-East Bay
Certificate of Human Resource Management
Capella University
Master of Business Administration (MBA), Finance, 3.63/4.00
Menlo College
BA, Management, 3.51/4.00
Heald College
Associate in Applied Science, Accounting, 4.00/4.00
LiveRamp August 2014 - August 2015
Strands April 2013 - July 2014
Rocket Fuel Inc. March 2014 - May 2014
RiskIQ September 2013 - February 2014
Heffernan Insurance Brokers February 2013 - April 2013
Ebates October 2012 - January 2013
Bigpoint Inc March 2011 - 2012
Voxify March 2009 - February 2011
Life Technologies July 2005 - September 2008
Dactron September 2004 - July 2005
Skills
Accounts Payable, Accounting, Accounts Receivable, General Ledger, Forecasting, Revenue Recognition, Budgets, Auditing, Start-ups, SAP, SaaS, AutoCAD, Quickbooks, Excel, Word, Great Plains, Oracle, Mas 90, Payroll, Project Management, Employment Law, Intercompany..., Talent Acquisition, FX Valuation, Financial Planning &..., Budget Planning, HR Project Management, Cash Management, Banking Relationships, Staff Management, Financial Statements, Consolidation, US GAAP, Cash Flow Forecasting, Fixed Assets, Accruals, HR Management, FLSA, FLMA, Recruiting, Benefits Administration, Compensation Management, EEO/AA Compliance, Microsoft Excel, Microsoft Word
Education
California State University-East Bay
Certificate of Human Resource Management
Capella University
Master of Business Administration (MBA), Finance, 3.63/4.00
Menlo College
BA, Management, 3.51/4.00
Heald College
Associate in Applied Science, Accounting, 4.00/4.00
Victoria Casillas Victoria Casillas's Heffernan Insurance Brokers Experience May 2014 - February 2015
Job
Industry Electrical/Electronic Manufacturing
Experience
Pacific Instruments Inc. March 2015 - Present
Heffernan Insurance Brokers May 2014 - February 2015
UnitedHealth Group December 2007 - February 2009
Sonnikson & Stordahl Construction Company February 2007 - December 2007
Skills
Handle Multiple..., Administrative..., Executive..., Data Entry, Phone Etiquette, Multi-line Phone, Windows, Microsoft Word, File Management, Office Administration, Time Management, Teamwork, Home Care, Working With Children, Community Outreach, Outlook, American Contractor, Epic Systems, Ordering Office Supplies, Maintaining..., Skilled Multi-tasker, Mail, Mail Sorting, Organization Skills, Event Planning, Management, Accounting, Customer Service, Microsoft Excel, Spreadsheets, PowerPoint, Office Management, Insurance, Payroll, Accounts Payable, Client Billing, Accounts Receivable, Microsoft Office, Training, Telephone Skills, Employee Benefits, Sales, Invoicing, Access, HIPAA, Budgets, Customer Satisfaction
Education
Diablo Valley College 2004 — 2005
General Studies
Pacific Instruments Inc. March 2015 - Present
Heffernan Insurance Brokers May 2014 - February 2015
UnitedHealth Group December 2007 - February 2009
Sonnikson & Stordahl Construction Company February 2007 - December 2007
Skills
Handle Multiple..., Administrative..., Executive..., Data Entry, Phone Etiquette, Multi-line Phone, Windows, Microsoft Word, File Management, Office Administration, Time Management, Teamwork, Home Care, Working With Children, Community Outreach, Outlook, American Contractor, Epic Systems, Ordering Office Supplies, Maintaining..., Skilled Multi-tasker, Mail, Mail Sorting, Organization Skills, Event Planning, Management, Accounting, Customer Service, Microsoft Excel, Spreadsheets, PowerPoint, Office Management, Insurance, Payroll, Accounts Payable, Client Billing, Accounts Receivable, Microsoft Office, Training, Telephone Skills, Employee Benefits, Sales, Invoicing, Access, HIPAA, Budgets, Customer Satisfaction
Education
Diablo Valley College 2004 — 2005
General Studies
Cassi Casteel Cassi Casteel's Heffernan Insurance Brokers Experience August 2007 - Present
Job Human Resources at Heffernan Insurance Brokers
Industry Human Resources
Experience
Heffernan Insurance Brokers August 2007 - Present
StoneCastle Land & Home Financial June 2006 - August 2007
Skills
Workers Compensation, Employee Relations, Benefits Administration, Recruiting, Employee Benefits, Employment Law, New Hire Orientations, Personnel Management, Human Resources, Onboarding, HRIS, HR Consulting, 401k, Open Enrollment, Labor Relations, Talent Acquisition, Exit Interviews, Health Insurance, COBRA, FMLA, Management, Disability Insurance, Training
Education
Azusa Pacific University 2002 — 2006
Bachelor of Arts (BA), Sociology
Heffernan Insurance Brokers August 2007 - Present
StoneCastle Land & Home Financial June 2006 - August 2007
Skills
Workers Compensation, Employee Relations, Benefits Administration, Recruiting, Employee Benefits, Employment Law, New Hire Orientations, Personnel Management, Human Resources, Onboarding, HRIS, HR Consulting, 401k, Open Enrollment, Labor Relations, Talent Acquisition, Exit Interviews, Health Insurance, COBRA, FMLA, Management, Disability Insurance, Training
Education
Azusa Pacific University 2002 — 2006
Bachelor of Arts (BA), Sociology
Jessie Sweeney Jessie Sweeney's Heffernan Insurance Brokers Experience October 2013 - May 2015
Job Social Media Marketing Coordinator at Mediterranean Cuisine Operating Company (Yalla Mediterranean)
Industry Marketing and Advertising
Experience
Yalla Mediterranean (Mediterranean Cuisine Operating Company) May 2015 - Present
Daphne's California Greek (Mediterranean Cuisine Operating Company) May 2015 - Present
Heffernan Insurance Brokers October 2013 - May 2015
Got Appraisals March 2012 - October 2013
Tri-Valley Convention & Visitors Bureau July 2011 - March 2012
Skills
Email Marketing, Facebook, Microsoft Office, Blogging, Event Planning, Market Research, Newsletters, Sales, Public Relations, Public Speaking, Social Media, WordPress, CRM, Editing, Marketing, Social Networking, Trade Shows, YouTube
Education
Arizona State University 2008 — 2010
Bachelor of Science, Communication
Santa Barbara City College 2006 — 2008
Associates Degree in Liberal Arts, Communications
Yalla Mediterranean (Mediterranean Cuisine Operating Company) May 2015 - Present
Daphne's California Greek (Mediterranean Cuisine Operating Company) May 2015 - Present
Heffernan Insurance Brokers October 2013 - May 2015
Got Appraisals March 2012 - October 2013
Tri-Valley Convention & Visitors Bureau July 2011 - March 2012
Skills
Email Marketing, Facebook, Microsoft Office, Blogging, Event Planning, Market Research, Newsletters, Sales, Public Relations, Public Speaking, Social Media, WordPress, CRM, Editing, Marketing, Social Networking, Trade Shows, YouTube
Education
Arizona State University 2008 — 2010
Bachelor of Science, Communication
Santa Barbara City College 2006 — 2008
Associates Degree in Liberal Arts, Communications
Jackie Donnelly's Heffernan Insurance Brokers Experience June 2013 - Present
Job Director of Corporate Communications at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers June 2013 - Present
Skills
Public Relations, Leadership, Human Resources, able to work with a..., Marketing, able to project manage..., Employee Relations, Event Planning, Organizational..., Management, proficient in Microsoft..., comfortable with..., excellent..., Strategic Planning, Training, Event Management, Corporate Communications, Advertising, Employee Benefits, Press Releases
Education
California State University-Chico 2004 — 2008
BA, Journalism, Public Relations
Heffernan Insurance Brokers June 2013 - Present
Skills
Public Relations, Leadership, Human Resources, able to work with a..., Marketing, able to project manage..., Employee Relations, Event Planning, Organizational..., Management, proficient in Microsoft..., comfortable with..., excellent..., Strategic Planning, Training, Event Management, Corporate Communications, Advertising, Employee Benefits, Press Releases
Education
California State University-Chico 2004 — 2008
BA, Journalism, Public Relations
Christopher Dewey Christopher Dewey's Heffernan Insurance Brokers Experience
Job Assistant Vice President/Broker at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers
Skills
Insurance, Legal Liability, Employment Practices..., Property & Casualty..., Professional Liability, D&O, Commercial Insurance, Workers Compensation, Nonprofits, Casualty, Risk Management, Liability
Education
Bethel University 2001 — 2005
Finance, Marketing, Economics
Heffernan Insurance Brokers
Skills
Insurance, Legal Liability, Employment Practices..., Property & Casualty..., Professional Liability, D&O, Commercial Insurance, Workers Compensation, Nonprofits, Casualty, Risk Management, Liability
Education
Bethel University 2001 — 2005
Finance, Marketing, Economics
Michelle (McKay) Frades Michelle (McKay) Frades's Heffernan Insurance Brokers Experience February 2002 - Present
Job Accounting at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers February 2002 - Present
Skills
Accounts Payable, Accounts Receivable, General Ledger, General Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Epic Systems, Bank Reconciliation, Journal Entries
Education
University of Phoenix 2006 — 2008
Associate’s Degree, General Education
Los Medanos College 2004 — 2006
Accounting
Heffernan Insurance Brokers February 2002 - Present
Skills
Accounts Payable, Accounts Receivable, General Ledger, General Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Epic Systems, Bank Reconciliation, Journal Entries
Education
University of Phoenix 2006 — 2008
Associate’s Degree, General Education
Los Medanos College 2004 — 2006
Accounting
Lorraine Remigio Lorraine Remigio's Heffernan Insurance Brokers Experience October 2005 - Present
Job Account Executive at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers October 2005 - Present
Heffernan Insurance Brokers June 2003 - October 2005
Heffernan Insurance Brokers September 2002 - June 2003
Skills
Non-profits, Commercial Insurance, Property & Casualty..., Construction, Professional Liability, Nonprofits, Insurance, General Insurance, Workers Compensation, Employment Practices..., D&O, Legal Liability, Casualty, Liability, Brokers, Umbrella Insurance, Casualty Insurance, Claim, Management
Education
California State University-Hayward - School of Business and Economics 2000 — 2002
Bachelor of Science, Business Administration with an option in Marketing
Heffernan Insurance Brokers October 2005 - Present
Heffernan Insurance Brokers June 2003 - October 2005
Heffernan Insurance Brokers September 2002 - June 2003
Skills
Non-profits, Commercial Insurance, Property & Casualty..., Construction, Professional Liability, Nonprofits, Insurance, General Insurance, Workers Compensation, Employment Practices..., D&O, Legal Liability, Casualty, Liability, Brokers, Umbrella Insurance, Casualty Insurance, Claim, Management
Education
California State University-Hayward - School of Business and Economics 2000 — 2002
Bachelor of Science, Business Administration with an option in Marketing
Jaynette M. Lancaster's Heffernan Insurance Brokers Experience February 2013 - July 2015
Job Professional Business Guru
Industry Human Resources
Experience
Mode Media Corporation (formerly Glam Media) July 2015 - Present
Lancaster Linc a Group of Companies February 2001 - Present
Coldwell Banker Residential Brokerage September 2014 - Present
ZipRealty February 2000 - Present
Socius Insurance Services, Inc. July 2013 - July 2015
Tangram Insurance Services July 2013 - July 2015
Heffernan Insurance Brokers February 2013 - July 2015
SelectSolutions July 2013 - June 2015
VIP Security Specialist, Inc. August 2005 - March 2011
Skills
Marketing, Real Estate, Recruiting, Human Resources, Leadership, REO, Entrepreneurship, Sales, Real Estate Transactions, Commercial Real Estate, Selling, Start-ups, New Business Development, Management, Direct Sales, Referrals, Consulting, Public Relations, Property, Investors, Condos, Operations Management, Management Consulting, Residential Homes, Relocation, Small Business, Property Management, Sellers, Social Networking, Strategic Planning, Team Building, Contract Recruitment, Small Business Marketing, Corporate Development, Security Management, FHA, Buyer Representation, Single Family Homes, New Home Sales, Finance, Organizational..., Customer Retention, Negotiation, Consultants, Leases, Business Strategy, Strategy, Customer Service, Employee Benefits, Budgets
Education
University of Phoenix 2000 — 2004
Bachelor of Science
Heald College 1994 — 1995
Mode Media Corporation (formerly Glam Media) July 2015 - Present
Lancaster Linc a Group of Companies February 2001 - Present
Coldwell Banker Residential Brokerage September 2014 - Present
ZipRealty February 2000 - Present
Socius Insurance Services, Inc. July 2013 - July 2015
Tangram Insurance Services July 2013 - July 2015
Heffernan Insurance Brokers February 2013 - July 2015
SelectSolutions July 2013 - June 2015
VIP Security Specialist, Inc. August 2005 - March 2011
Skills
Marketing, Real Estate, Recruiting, Human Resources, Leadership, REO, Entrepreneurship, Sales, Real Estate Transactions, Commercial Real Estate, Selling, Start-ups, New Business Development, Management, Direct Sales, Referrals, Consulting, Public Relations, Property, Investors, Condos, Operations Management, Management Consulting, Residential Homes, Relocation, Small Business, Property Management, Sellers, Social Networking, Strategic Planning, Team Building, Contract Recruitment, Small Business Marketing, Corporate Development, Security Management, FHA, Buyer Representation, Single Family Homes, New Home Sales, Finance, Organizational..., Customer Retention, Negotiation, Consultants, Leases, Business Strategy, Strategy, Customer Service, Employee Benefits, Budgets
Education
University of Phoenix 2000 — 2004
Bachelor of Science
Heald College 1994 — 1995
Nathalia Ferreira's Heffernan Insurance Brokers Experience June 2014 - July 2014
Job Senior at Marietta College
Industry Import and Export
Experience
Marietta College August 2013 - Present
Zurich North America May 2015 - August 2015
Heffernan Insurance Brokers June 2014 - July 2014
Skills
Microsoft Office, Teamwork, Microsoft Excel, Leadership, Time Management, Event Planning, Salesforce.com, Foreign Languages
Education
Marietta College 2012 — 2016
Bachelor of Arts (B.A.), International Business and Business Management, Senior
Universitat Autònoma de Barcelona 2015 — 2015
International Business, Junior
Marietta College August 2013 - Present
Zurich North America May 2015 - August 2015
Heffernan Insurance Brokers June 2014 - July 2014
Skills
Microsoft Office, Teamwork, Microsoft Excel, Leadership, Time Management, Event Planning, Salesforce.com, Foreign Languages
Education
Marietta College 2012 — 2016
Bachelor of Arts (B.A.), International Business and Business Management, Senior
Universitat Autònoma de Barcelona 2015 — 2015
International Business, Junior
Jennifer Christensen, CIC Jennifer Christensen, CIC's Heffernan Insurance Brokers Experience May 2007 - July 2013
Job Client Manager at Barney & Barney, a Marsh & McLennan Agency, LLC Company
Industry Insurance
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2013 - Present
Heffernan Insurance Brokers May 2007 - July 2013
Heffernan Insurance Brokers August 2001 - May 2007
Heffernan Insurance Brokers March 1999 - August 2001
Chubb 1992 - 1994
Skills
Legal Liability, Brokers, Insurance, Employment Practices..., Professional Liability, Liability, D&O, Property, Casualty, New Business Development, Umbrella Insurance, Excess, Claims Management, Insurance Brokerage, Reinsurance, Life Insurance, Executive Management, General Insurance, Inland Marine, Disability Insurance, Small Business, Financial Risk, Directors & Officers..., Risk Assessment, Term Life Insurance, Leadership, Fiduciary, Claim, Captives, Casualty Insurance
Education
California State University-East Bay 2008 — 2010
BS, Business-Corporate Management and Finance
California State University-Northridge 1986 — 1989
Accounting and Business/Management
Barney & Barney, a Marsh & McLennan Agency LLC Company August 2013 - Present
Heffernan Insurance Brokers May 2007 - July 2013
Heffernan Insurance Brokers August 2001 - May 2007
Heffernan Insurance Brokers March 1999 - August 2001
Chubb 1992 - 1994
Skills
Legal Liability, Brokers, Insurance, Employment Practices..., Professional Liability, Liability, D&O, Property, Casualty, New Business Development, Umbrella Insurance, Excess, Claims Management, Insurance Brokerage, Reinsurance, Life Insurance, Executive Management, General Insurance, Inland Marine, Disability Insurance, Small Business, Financial Risk, Directors & Officers..., Risk Assessment, Term Life Insurance, Leadership, Fiduciary, Claim, Captives, Casualty Insurance
Education
California State University-East Bay 2008 — 2010
BS, Business-Corporate Management and Finance
California State University-Northridge 1986 — 1989
Accounting and Business/Management
Norman J. Freitas, MBA Norman J. Freitas, MBA's Heffernan Insurance Brokers Experience November 2007 - January 2008
Job VP, Senior Accountant
Industry Financial Services
Experience
Beneficial State Bank May 2015 - Present
Kforce Inc December 2014 - February 2015
Robert Half Management Resources March 2014 - November 2014
Gateway Bank September 2008 - January 2014
Strategic Resources Alliance May 2008 - July 2008
Heffernan Insurance Brokers November 2007 - January 2008
Gateway Bank June 2007 - November 2007
Robert Half International Corporate Office March 2007 - May 2007
Kaiser Permanente July 2006 - March 2007
Wells Fargo Bank September 2004 - January 2006
Skills
Analysis, Banking, Corporate Finance, Accounting, Financial Analysis, Financial Reporting, Forecasting, Account Reconciliation, Finance, General Ledger, Loans, Cash Management, Auditing, Management, Human Resources, Loan Origination, Project Management, Access, Risk Management, Operations Management, Financial Statements, Tax, Executive Management, SharePoint, Financial Modeling, Budgets, Variance Analysis, Financial Services, Leadership
Education
John F. Kennedy University 2009 — 2012
Graduate, MBA: Strategic Management
California State University-East Bay 1998 — 2001
Bachelor of Science, Business Administration: Finance
Beneficial State Bank May 2015 - Present
Kforce Inc December 2014 - February 2015
Robert Half Management Resources March 2014 - November 2014
Gateway Bank September 2008 - January 2014
Strategic Resources Alliance May 2008 - July 2008
Heffernan Insurance Brokers November 2007 - January 2008
Gateway Bank June 2007 - November 2007
Robert Half International Corporate Office March 2007 - May 2007
Kaiser Permanente July 2006 - March 2007
Wells Fargo Bank September 2004 - January 2006
Skills
Analysis, Banking, Corporate Finance, Accounting, Financial Analysis, Financial Reporting, Forecasting, Account Reconciliation, Finance, General Ledger, Loans, Cash Management, Auditing, Management, Human Resources, Loan Origination, Project Management, Access, Risk Management, Operations Management, Financial Statements, Tax, Executive Management, SharePoint, Financial Modeling, Budgets, Variance Analysis, Financial Services, Leadership
Education
John F. Kennedy University 2009 — 2012
Graduate, MBA: Strategic Management
California State University-East Bay 1998 — 2001
Bachelor of Science, Business Administration: Finance
Brant Watson's Heffernan Insurance Brokers Experience March 1993 - Present
Job Senior Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers March 1993 - Present
Aetna September 1987 - March 1993
Skills
Non-profits, Hospitality, Workers Compensation, Leadership, Marketing, Sales, Long-term Care, Medicare, Casualty, Underwriting, Legal Liability, Liability, Employment Practices..., Captives, Commercial Lines, Liability Analysis, Directors, Insurance Brokerage, Excess, Brokers, Umbrella Insurance, Inland Marine, Health Insurance, Claims Management, E, Strategic Planning, Commercial Insurance, D&O, Casualty Insurance, Insurance, Risk Management, Property, Healthcare, General Insurance, Professional Liability, Customer Service, Employee Benefits, Management
Education
California State University-Sacramento 1982 — 1986
BS, Financial Mgt.
Del Campo
Heffernan Insurance Brokers March 1993 - Present
Aetna September 1987 - March 1993
Skills
Non-profits, Hospitality, Workers Compensation, Leadership, Marketing, Sales, Long-term Care, Medicare, Casualty, Underwriting, Legal Liability, Liability, Employment Practices..., Captives, Commercial Lines, Liability Analysis, Directors, Insurance Brokerage, Excess, Brokers, Umbrella Insurance, Inland Marine, Health Insurance, Claims Management, E, Strategic Planning, Commercial Insurance, D&O, Casualty Insurance, Insurance, Risk Management, Property, Healthcare, General Insurance, Professional Liability, Customer Service, Employee Benefits, Management
Education
California State University-Sacramento 1982 — 1986
BS, Financial Mgt.
Del Campo
Kimberly Gonzalez's Heffernan Insurance Brokers Experience February 2011 - Present
Job Executive Administrative Assistant to CFO &CIO at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers February 2011 - Present
Forest Laboratories June 2010 - November 2010
Heffernan Insurance Brokers June 2009 - September 2009
Lucky Brand December 2006 - April 2009
Skills
Microsoft Word, Microsoft Excel, Apple Final Cut Pro, Ultipro, Epic Systems, Etfile, Microsoft Powerpoint, Outlook, PowerPoint, Final Cut Pro, Software Documentation, Human Resources, Administrative..., Customer Service, Employee Benefits, Office Management
Education
Sonoma State University 2008 — 2010
Bachelor of Arts (BA), Mass Communication/Media Studies
Diablo Valley College 2004 — 2008
General Studies
Heffernan Insurance Brokers February 2011 - Present
Forest Laboratories June 2010 - November 2010
Heffernan Insurance Brokers June 2009 - September 2009
Lucky Brand December 2006 - April 2009
Skills
Microsoft Word, Microsoft Excel, Apple Final Cut Pro, Ultipro, Epic Systems, Etfile, Microsoft Powerpoint, Outlook, PowerPoint, Final Cut Pro, Software Documentation, Human Resources, Administrative..., Customer Service, Employee Benefits, Office Management
Education
Sonoma State University 2008 — 2010
Bachelor of Arts (BA), Mass Communication/Media Studies
Diablo Valley College 2004 — 2008
General Studies
Katie Cummings Katie Cummings's Heffernan Insurance Brokers Experience October 2010 - June 2012
Job Social Media Publicist, Online Community Manager at HomePage Marketing
Industry Insurance
Experience
HomePage Marketing October 2012 - Present
Team Blue Sky Events April 2012 - Present
Heffernan Insurance Brokers October 2010 - June 2012
Senior Entertainment Enterprises October 2009 - September 2010
Wells Fargo April 2008 - October 2009
Odyssey, Inc January 2004 - April 2008
Associated Students, California State University June 2005 - June 2006
Skills
Non-profits, Entertainment, Team Building, Budget, Marketing Strategy, Public Relations, Event Planning, Social Media, Social Networking, Event Management, Public Speaking, Strategic Planning, Leadership Development, Project Management, Volunteer Management, Photoshop, Research, Illustrator, Teaching, Television, Social Media Marketing, Customer Service, Time Management, Fundraising, Nonprofits, Budgets, Facebook
Education
California State University-Chico 2003 — 2007
Bachelor of Science, Parks, Recreation and Leisure Studies
California State University-Chico 2003 — 2007
Bachelor of Science, Recreation and Parks Management, Community and Commercaial Recretion
HomePage Marketing October 2012 - Present
Team Blue Sky Events April 2012 - Present
Heffernan Insurance Brokers October 2010 - June 2012
Senior Entertainment Enterprises October 2009 - September 2010
Wells Fargo April 2008 - October 2009
Odyssey, Inc January 2004 - April 2008
Associated Students, California State University June 2005 - June 2006
Skills
Non-profits, Entertainment, Team Building, Budget, Marketing Strategy, Public Relations, Event Planning, Social Media, Social Networking, Event Management, Public Speaking, Strategic Planning, Leadership Development, Project Management, Volunteer Management, Photoshop, Research, Illustrator, Teaching, Television, Social Media Marketing, Customer Service, Time Management, Fundraising, Nonprofits, Budgets, Facebook
Education
California State University-Chico 2003 — 2007
Bachelor of Science, Parks, Recreation and Leisure Studies
California State University-Chico 2003 — 2007
Bachelor of Science, Recreation and Parks Management, Community and Commercaial Recretion
Joe Naworski Joe Naworski's Heffernan Insurance Brokers Experience 2011 - Present
Job Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers 2011 - Present
Stockdale Insurance Agency 1995 - 2011
Skills
Commercial Insurance, Professional Liability, Workers Compensation, Risk Management, Directors & Officers..., Property & Casualty..., Employment Practices..., Risk Assessment
Education
University of California, Santa Barbara
Bachelor of Art, History
Bakersfield College
Associate of Arts (A.A.)
Heffernan Insurance Brokers 2011 - Present
Stockdale Insurance Agency 1995 - 2011
Skills
Commercial Insurance, Professional Liability, Workers Compensation, Risk Management, Directors & Officers..., Property & Casualty..., Employment Practices..., Risk Assessment
Education
University of California, Santa Barbara
Bachelor of Art, History
Bakersfield College
Associate of Arts (A.A.)
Jaime Abarca Jaime Abarca's Heffernan Insurance Brokers Experience May 2012 - Present
Job Executive Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2012 - Present
Heffernan Insurance Brokers July 2010 - May 2012
Keenan and Associates April 2009 - June 2010
Granite Insurance Brokers April 2006 - April 2009
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Benefits Administration, Employee Relations, Employment Practices..., Disability Insurance, Customer Service, Public Speaking, Health Savings Accounts, General Insurance, Social Media, Brokers
Education
California State University-East Bay 2002 — 2007
Bachelors, Criminal Justice Administration
Heffernan Insurance Brokers May 2012 - Present
Heffernan Insurance Brokers July 2010 - May 2012
Keenan and Associates April 2009 - June 2010
Granite Insurance Brokers April 2006 - April 2009
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Benefits Administration, Employee Relations, Employment Practices..., Disability Insurance, Customer Service, Public Speaking, Health Savings Accounts, General Insurance, Social Media, Brokers
Education
California State University-East Bay 2002 — 2007
Bachelors, Criminal Justice Administration
Sajjad Ahmed,CISR,CRIS Sajjad Ahmed,CISR,CRIS's Heffernan Insurance Brokers Experience September 2013 - Present
Job Vice President, Senior Account Executive at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers September 2013 - Present
City Underwriting Agency, Inc. January 2010 - September 2013
The Treiber Group May 2003 - December 2009
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Brokers, Underwriting, Risk Management, General Insurance, Liability, Disability Insurance, Account Management, Employment Practices..., Casualty, Commercial Lines, Inland Marine, Umbrella Insurance, D&O, Legal Liability, Professional Liability, Surety Bonds, Casualty Insurance
Education
Hofstra University 2001 — 2005
Business Computer Information Systems, Management, Finance, Information Systems, Statistics, Economics
Hofstra University
Business Computer Information Systems
Heffernan Insurance Brokers September 2013 - Present
City Underwriting Agency, Inc. January 2010 - September 2013
The Treiber Group May 2003 - December 2009
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Brokers, Underwriting, Risk Management, General Insurance, Liability, Disability Insurance, Account Management, Employment Practices..., Casualty, Commercial Lines, Inland Marine, Umbrella Insurance, D&O, Legal Liability, Professional Liability, Surety Bonds, Casualty Insurance
Education
Hofstra University 2001 — 2005
Business Computer Information Systems, Management, Finance, Information Systems, Statistics, Economics
Hofstra University
Business Computer Information Systems
Joseph Mauro Joseph Mauro's Heffernan Insurance Brokers Experience March 2011 - September 2012
Job Senior VP Sales and Customer Development at PeopLease
Industry Insurance
Experience
PeopLease June 2014 - Present
Oak Street Funding January 2014 - June 2014
The Mauro Consulting Group September 2012 - January 2014
Heffernan Insurance Brokers March 2011 - September 2012
Alliant Insurance Services January 2008 - July 2011
Bank of America 2005 - 2008
Frank Crystal & Company 2001 - 2004
USI 1996 - 2000
Mauro Insurance 1980 - 1990
Skills
Professional Liability, Underwriting, Liability, Workers Compensation, Commercial Insurance, Casualty, Property & Casualty..., Health Insurance, Legal Liability, Employee Benefits, Employment Practices..., Claim, Disability Insurance, Risk Management, D&O, Life Insurance, Term Life Insurance, General Insurance, Commercial Lines, Mergers & Acquisitions, Reinsurance, Financial Risk, Retirement Planning, Umbrella Insurance, Directors & Officers..., Sales, Enterprise Risk..., Captives, Account Management, Health Savings Accounts, Claims Management, Inland Marine, Insurance Brokerage, Liability Analysis, Surety Bonds, Excess, Long-term Care, Group Insurance, Fiduciary, 401k, Leadership, Accident, Surety, Executive Management
Education
Bryant University 1974 — 1976
BS, Economics/Finance
PeopLease June 2014 - Present
Oak Street Funding January 2014 - June 2014
The Mauro Consulting Group September 2012 - January 2014
Heffernan Insurance Brokers March 2011 - September 2012
Alliant Insurance Services January 2008 - July 2011
Bank of America 2005 - 2008
Frank Crystal & Company 2001 - 2004
USI 1996 - 2000
Mauro Insurance 1980 - 1990
Skills
Professional Liability, Underwriting, Liability, Workers Compensation, Commercial Insurance, Casualty, Property & Casualty..., Health Insurance, Legal Liability, Employee Benefits, Employment Practices..., Claim, Disability Insurance, Risk Management, D&O, Life Insurance, Term Life Insurance, General Insurance, Commercial Lines, Mergers & Acquisitions, Reinsurance, Financial Risk, Retirement Planning, Umbrella Insurance, Directors & Officers..., Sales, Enterprise Risk..., Captives, Account Management, Health Savings Accounts, Claims Management, Inland Marine, Insurance Brokerage, Liability Analysis, Surety Bonds, Excess, Long-term Care, Group Insurance, Fiduciary, 401k, Leadership, Accident, Surety, Executive Management
Education
Bryant University 1974 — 1976
BS, Economics/Finance
Brandi Allan's Heffernan Insurance Brokers Experience September 2009 - June 2010
Job Queen Isabella 20142015 San Francisco Columbus Day Celebration, Inc.
Industry Broadcast Media
Experience
San Francisco Columbus Day Celebration, Inc./ Italian Heritage Parade October 2014 - Present
Salesian Boys & Girls Club/Theater September 2014 - Present
Trader Joe's August 2013 - Present
San Francisco Bowl Association/Foster Farm Bowl (formerly the Kraft Fight Hunger Bowl) December 2012 - Present
UC Berkeley September 2012 - Present
Salesian Boys & Girls Club June 2011 - August 2013
Women's Initiative September 2012 - May 2013
VolunteerMatch September 2010 - June 2012
Heffernan Insurance Brokers September 2009 - June 2010
Salesian Boys & Girls Club, San Francisco June 2008 - June 2010
Skills
PowerPoint, Jazz Dance, Choreography, Hip-Hop Dance, Cheerleading, Brochure Production, Social Media, Microsoft Excel, Microsoft Word, Nonprofits
Education
College of San Mateo 2013 — 2016
Communications/Broadcasting
Immaculate Conception Academy 2009 — 2013
General Education, 9th - 12th
San Francisco Columbus Day Celebration, Inc./ Italian Heritage Parade October 2014 - Present
Salesian Boys & Girls Club/Theater September 2014 - Present
Trader Joe's August 2013 - Present
San Francisco Bowl Association/Foster Farm Bowl (formerly the Kraft Fight Hunger Bowl) December 2012 - Present
UC Berkeley September 2012 - Present
Salesian Boys & Girls Club June 2011 - August 2013
Women's Initiative September 2012 - May 2013
VolunteerMatch September 2010 - June 2012
Heffernan Insurance Brokers September 2009 - June 2010
Salesian Boys & Girls Club, San Francisco June 2008 - June 2010
Skills
PowerPoint, Jazz Dance, Choreography, Hip-Hop Dance, Cheerleading, Brochure Production, Social Media, Microsoft Excel, Microsoft Word, Nonprofits
Education
College of San Mateo 2013 — 2016
Communications/Broadcasting
Immaculate Conception Academy 2009 — 2013
General Education, 9th - 12th
Jill Shorten Jill Shorten's Heffernan Insurance Brokers Experience March 2014 - March 2015
Job Account Executive at EPIC
Industry Insurance
Experience
EPIC March 2015 - Present
Heffernan Insurance Brokers March 2014 - March 2015
The Leavitt Group January 1998 - March 2014
Francis Special Risk September 1995 - January 1998
Giblon & Claffey Agency 1986 - 1995
Skills
Insurance, Property & Casualty..., Employment Practices..., Underwriting, Workers Compensation, Risk Management, Excess, Disability Insurance, Professional Liability, Business Development, Claims Management, Legal Liability, Directors & Officers..., Health Insurance, Commercial Insurance, Liability, Casualty, Umbrella Insurance, D&O, General Insurance, Alternative Risk and..., Management Liability, Mentoring, Marketing, Risk Analysis, Cyber Risk
Education
Ithaca College
J.P. Stevens H.S.
EPIC March 2015 - Present
Heffernan Insurance Brokers March 2014 - March 2015
The Leavitt Group January 1998 - March 2014
Francis Special Risk September 1995 - January 1998
Giblon & Claffey Agency 1986 - 1995
Skills
Insurance, Property & Casualty..., Employment Practices..., Underwriting, Workers Compensation, Risk Management, Excess, Disability Insurance, Professional Liability, Business Development, Claims Management, Legal Liability, Directors & Officers..., Health Insurance, Commercial Insurance, Liability, Casualty, Umbrella Insurance, D&O, General Insurance, Alternative Risk and..., Management Liability, Mentoring, Marketing, Risk Analysis, Cyber Risk
Education
Ithaca College
J.P. Stevens H.S.
Amy Vitarelli's Heffernan Insurance Brokers Experience December 2002 - Present
Job Senior Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers December 2002 - Present
Skills
Workers Compensation, General Liability, Risk Management, Commercial Insurance, Employment Practices..., Professional Liability, Employee Benefits, Casualty, Property & Casualty..., Legal Liability, Brokers, General Insurance, Insurance, Casualty Insurance, Liability, Underwriting, Umbrella Insurance
Education
Mills College 1991 — 1995
B.A., Economics and Environmental Studies
Waldorf
Heffernan Insurance Brokers December 2002 - Present
Skills
Workers Compensation, General Liability, Risk Management, Commercial Insurance, Employment Practices..., Professional Liability, Employee Benefits, Casualty, Property & Casualty..., Legal Liability, Brokers, General Insurance, Insurance, Casualty Insurance, Liability, Underwriting, Umbrella Insurance
Education
Mills College 1991 — 1995
B.A., Economics and Environmental Studies
Waldorf
Dina Bohacek Dina Bohacek's Heffernan Insurance Brokers Experience November 2012 - Present
Job Controller at Heffernan Insurance Brokers
Industry Computer Software
Experience
Heffernan Insurance Brokers November 2012 - Present
VF Wine, Inc. dba New Vinfolio March 2010 - November 2012
Voxify June 2009 - April 2010
Master Replicas Inc. / Corgi International Limted 2005 - 2008
iknowmed 2000 - 2005
Johnson, Hankins, MacDonald, Kimball and Company June 1988 - June 1999
Skills
Budgets, Accounting, Financial Analysis, Financial Reporting, Revenue Recognition, Forecasting, Auditing, Management, Mergers, Strategic Planning, Start-ups, Leadership, Finance, New Business Development, Cash Management, Sarbanes-Oxley Act, Due Diligence, Internal Controls, Cash Flow, Mergers & Acquisitions, Business Strategy, Inventory Management, Accounts Payable, Sales, Financial Accounting, Financial Modeling, Executive Management, Managerial Finance, Process Improvement, Project Planning, Strategic Financial..., Consolidation, General Ledger, Accounts Receivable, US GAAP, Pricing, SEC filings, Access
Education
California State University-East Bay 1995 — 2000
MBA, Business Adminstration/Accounting
Heffernan Insurance Brokers November 2012 - Present
VF Wine, Inc. dba New Vinfolio March 2010 - November 2012
Voxify June 2009 - April 2010
Master Replicas Inc. / Corgi International Limted 2005 - 2008
iknowmed 2000 - 2005
Johnson, Hankins, MacDonald, Kimball and Company June 1988 - June 1999
Skills
Budgets, Accounting, Financial Analysis, Financial Reporting, Revenue Recognition, Forecasting, Auditing, Management, Mergers, Strategic Planning, Start-ups, Leadership, Finance, New Business Development, Cash Management, Sarbanes-Oxley Act, Due Diligence, Internal Controls, Cash Flow, Mergers & Acquisitions, Business Strategy, Inventory Management, Accounts Payable, Sales, Financial Accounting, Financial Modeling, Executive Management, Managerial Finance, Process Improvement, Project Planning, Strategic Financial..., Consolidation, General Ledger, Accounts Receivable, US GAAP, Pricing, SEC filings, Access
Education
California State University-East Bay 1995 — 2000
MBA, Business Adminstration/Accounting
Kerry Dantzig Kerry Dantzig's Heffernan Insurance Brokers Experience 1993 - Present
Job SVP at Heffernan Group
Industry Insurance
Experience
Heffernan Insurance Brokers 1993 - Present
Skills
Management, Insurance, Property & Casualty..., Risk Management, Sales, Commercial Insurance, Strategic Planning, Workers Compensation, Professional Liability, Underwriting
Education
California State University-Chico 1988 — 1993
BS Degree, Communication & Psychology
Heffernan Insurance Brokers 1993 - Present
Skills
Management, Insurance, Property & Casualty..., Risk Management, Sales, Commercial Insurance, Strategic Planning, Workers Compensation, Professional Liability, Underwriting
Education
California State University-Chico 1988 — 1993
BS Degree, Communication & Psychology
Shawna Fraher Shawna Fraher's Heffernan Insurance Brokers Experience March 2009 - September 2010
Job BioOncology Training Team I Commercial Training & Development (CT&D) at Genentech
Industry Biotechnology
Experience
Genentech December 2014 - Present
Genentech July 2011 - December 2014
Marcus & Millichap March 2011 - July 2011
Playdom (Via AppleOne) November 2010 - January 2011
Heffernan Insurance Brokers March 2009 - September 2010
Bay Brokerage Company January 2007 - April 2009
Institute of International Education (Via OfficeTeam) August 2006 - January 2007
ML Stern & Company July 2005 - July 2006
Mercy High School Burlingame December 2000 - August 2002
Skills
Outlook, Salesforce.com
Education
University of California, Berkeley 2013 — 2015
Project Management
California State University-Sacramento 2002 — 2005
Sociology, Marriage, Family and Relationships
California State University-Sacramento 2002 — 2005
Minor, Marketing
Genentech December 2014 - Present
Genentech July 2011 - December 2014
Marcus & Millichap March 2011 - July 2011
Playdom (Via AppleOne) November 2010 - January 2011
Heffernan Insurance Brokers March 2009 - September 2010
Bay Brokerage Company January 2007 - April 2009
Institute of International Education (Via OfficeTeam) August 2006 - January 2007
ML Stern & Company July 2005 - July 2006
Mercy High School Burlingame December 2000 - August 2002
Skills
Outlook, Salesforce.com
Education
University of California, Berkeley 2013 — 2015
Project Management
California State University-Sacramento 2002 — 2005
Sociology, Marriage, Family and Relationships
California State University-Sacramento 2002 — 2005
Minor, Marketing
Jani De La Rosa's Heffernan Insurance Brokers Experience April 2014 - Present
Job Senior Vice President & Director of WC Employee Benefits at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers April 2014 - Present
Ascension Benefits & Insurance Solutions March 2012 - April 2014
Heffernan Insurance Brokers June 1993 - March 2012
Creative Capital aka Capital Mgt Group February 1988 - June 1993
Skills
Insurance, Employee Benefits, Brokers, Health Insurance, Health Savings Accounts, Underwriting, Group Insurance, Disability Insurance, COBRA, General Insurance, Term Life Insurance, Long-term Care, Life Insurance, Benefits Administration, Self-funded, Risk Management, Claims Management, Claim, Reinsurance, Captives, 401k, Health Care Reform, Insurance Brokerage, Leadership
Education
Diablo Valley College 1984 — 1987
Associate's degree, Business/Commerce, General
Heffernan Insurance Brokers April 2014 - Present
Ascension Benefits & Insurance Solutions March 2012 - April 2014
Heffernan Insurance Brokers June 1993 - March 2012
Creative Capital aka Capital Mgt Group February 1988 - June 1993
Skills
Insurance, Employee Benefits, Brokers, Health Insurance, Health Savings Accounts, Underwriting, Group Insurance, Disability Insurance, COBRA, General Insurance, Term Life Insurance, Long-term Care, Life Insurance, Benefits Administration, Self-funded, Risk Management, Claims Management, Claim, Reinsurance, Captives, 401k, Health Care Reform, Insurance Brokerage, Leadership
Education
Diablo Valley College 1984 — 1987
Associate's degree, Business/Commerce, General
Shawna (Chiles) Culotta's Heffernan Insurance Brokers Experience May 2015 - Present
Job Assistant Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers May 2015 - Present
Independent Insurance Agent 2014 - 2015
Lincoln Financial Group March 2012 - November 2014
MetLife July 2008 - March 2012
Lockton Companies 2006 - 2009
Smurfit Stone Corp 2001 - 2004
Skills
Health Insurance, Insurance, Life Insurance, Underwriting, Employee Benefits, Term Life Insurance, Disability Insurance, Brokers, Commercial Insurance, Sales, Health Savings Accounts, Claim, Strategic Planning, Marketing, Account Management, Customer Service, General Insurance, Accident, Benefits Administration, Health Care Reform, Voluntary Employee..., Ancillary Benefits, Self-funded, Dental Insurance, Flexible Spending..., Legal Assistance
Education
Lindenwood University
Business Administration, Business Administration and Management, General
Heffernan Insurance Brokers May 2015 - Present
Independent Insurance Agent 2014 - 2015
Lincoln Financial Group March 2012 - November 2014
MetLife July 2008 - March 2012
Lockton Companies 2006 - 2009
Smurfit Stone Corp 2001 - 2004
Skills
Health Insurance, Insurance, Life Insurance, Underwriting, Employee Benefits, Term Life Insurance, Disability Insurance, Brokers, Commercial Insurance, Sales, Health Savings Accounts, Claim, Strategic Planning, Marketing, Account Management, Customer Service, General Insurance, Accident, Benefits Administration, Health Care Reform, Voluntary Employee..., Ancillary Benefits, Self-funded, Dental Insurance, Flexible Spending..., Legal Assistance
Education
Lindenwood University
Business Administration, Business Administration and Management, General
Tiffani Accarino's Heffernan Insurance Brokers Experience May 1998 - May 2000
Job
Industry Human Resources
Experience
Chevron November 2013 - March 2014
CSAA Insurance Group August 2012 - September 2013
Pacific Gas and Electric Company March 2012 - August 2012
Robert Half Management Resources September 2011 - March 2012
Pro Appliance Installation June 2005 - April 2009
Commerce One May 2000 - October 2002
Commerce One November 2000 - May 2001
Commerce One May 2000 - November 2000
Heffernan Insurance Brokers May 1998 - May 2000
Skills
Employee Relations, HR Policies, Screening, Talent Acquisition, Talent Management, Taleo, Performance Management, Onboarding, HRIS, Recruiting, Human Resources, Hiring, Sourcing, Temporary Staffing, Employee Benefits, Interviews, Applicant Tracking..., HR Consulting, Screening Resumes, Contract Recruitment, Cold Calling, Job Fairs, Workers Compensation, Analysis, PeopleSoft, Workforce Planning, Job Descriptions, Insurance, Search, Internet Recruiting, Technical Recruiting, Staffing Services, Temporary Placement, College Recruiting, Management
Education
California State University-East Bay
BA, Psychology
Chevron November 2013 - March 2014
CSAA Insurance Group August 2012 - September 2013
Pacific Gas and Electric Company March 2012 - August 2012
Robert Half Management Resources September 2011 - March 2012
Pro Appliance Installation June 2005 - April 2009
Commerce One May 2000 - October 2002
Commerce One November 2000 - May 2001
Commerce One May 2000 - November 2000
Heffernan Insurance Brokers May 1998 - May 2000
Skills
Employee Relations, HR Policies, Screening, Talent Acquisition, Talent Management, Taleo, Performance Management, Onboarding, HRIS, Recruiting, Human Resources, Hiring, Sourcing, Temporary Staffing, Employee Benefits, Interviews, Applicant Tracking..., HR Consulting, Screening Resumes, Contract Recruitment, Cold Calling, Job Fairs, Workers Compensation, Analysis, PeopleSoft, Workforce Planning, Job Descriptions, Insurance, Search, Internet Recruiting, Technical Recruiting, Staffing Services, Temporary Placement, College Recruiting, Management
Education
California State University-East Bay
BA, Psychology
Valerie Angelo's Heffernan Insurance Brokers Experience June 2008 - Present
Job Experienced Broker, Property and Liability
Industry Insurance
Experience
Heffernan Insurance Brokers June 2008 - Present
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Glen A Wilson High School 1997 — 2000
Heffernan Insurance Brokers June 2008 - Present
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Glen A Wilson High School 1997 — 2000
Maria (Washburn) Bouchet's Heffernan Insurance Brokers Experience January 1996 - Present
Job Accounting at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 1996 - Present
Granite Construction February 1995 - December 1995
Reed Union School District August 1990 - February 1995
Skills
Payroll, Accounting, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement, Employee Relations, Financial Reporting, Human Resources, Budgets, Training, Financial Analysis
Education
California State University-Chico 1985 — 1989
Bachelor of Arts (B.A.), Social Work
Redwood High School, Larkspur CA 1981 — 1985
Heffernan Insurance Brokers January 1996 - Present
Granite Construction February 1995 - December 1995
Reed Union School District August 1990 - February 1995
Skills
Payroll, Accounting, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement, Employee Relations, Financial Reporting, Human Resources, Budgets, Training, Financial Analysis
Education
California State University-Chico 1985 — 1989
Bachelor of Arts (B.A.), Social Work
Redwood High School, Larkspur CA 1981 — 1985
Stacy McFadden's Heffernan Insurance Brokers Experience February 2011 - January 2014
Job Account Manager at BB&T Insurance Services Inc.
Industry Insurance
Experience
BB&T Insurance Services Inc. January 2014 - Present
Heffernan Insurance Brokers February 2011 - January 2014
Keenan & Associates April 2008 - January 2011
Sitzmann Morris & Lavis Insurance Agency 2004 - 2007
Grand Luxe Benefits 2000 - 2004
Aetna February 2000 - October 2000
XOMA 1999 - 2000
United HealthCare 1998 - 1999
US Army 1990 - 1998
Skills
Insurance, Health Insurance, Workers Compensation, Employee Benefits, Disability Insurance, Claim, Property & Casualty..., Account Management, Customer Service, Underwriting, Health Savings Accounts, Brokers, Benefits Administration, Outlook, Casualty, Life Insurance, Strategic Planning, Leadership, Sales, New Business Development, Microsoft Office
Education
John F. Kennedy University 2013 — 2015
Bachelor of Arts (BA), Paralegal Studies
Heald College-Hayward 2009 — 2011
Associate of Arts and Sciences (AAS), Paralegal Studies
Chabot College 2007 — 2009
Associate's degree, Business Administration
BB&T Insurance Services Inc. January 2014 - Present
Heffernan Insurance Brokers February 2011 - January 2014
Keenan & Associates April 2008 - January 2011
Sitzmann Morris & Lavis Insurance Agency 2004 - 2007
Grand Luxe Benefits 2000 - 2004
Aetna February 2000 - October 2000
XOMA 1999 - 2000
United HealthCare 1998 - 1999
US Army 1990 - 1998
Skills
Insurance, Health Insurance, Workers Compensation, Employee Benefits, Disability Insurance, Claim, Property & Casualty..., Account Management, Customer Service, Underwriting, Health Savings Accounts, Brokers, Benefits Administration, Outlook, Casualty, Life Insurance, Strategic Planning, Leadership, Sales, New Business Development, Microsoft Office
Education
John F. Kennedy University 2013 — 2015
Bachelor of Arts (BA), Paralegal Studies
Heald College-Hayward 2009 — 2011
Associate of Arts and Sciences (AAS), Paralegal Studies
Chabot College 2007 — 2009
Associate's degree, Business Administration
Adam Ganzell's Heffernan Insurance Brokers Experience December 2004 - October 2005
Job Customer Relations Manager at Pulte Homes
Industry Construction
Experience
Pulte Homes October 2005 - Present
Heffernan Insurance Brokers December 2004 - October 2005
Skills
Sales, Sales Management, Customer Service, Marketing, Marketing Strategy, New Business Development, Management, Real Estate, Leadership, Social Media Marketing, Budgets, Contract Negotiation, Project Management, Customer Satisfaction, Public Speaking, Human Resources, Process Improvement, Strategic Planning, Process Scheduler, Contract Management, Negotiation
Education
Arizona State University - W. P. Carey School of Business 1999 — 2003
Bachelor, Marketing/ Finance
Arizona State University 1998 — 2003
Bachelor of Science, Marketing
Pulte Homes October 2005 - Present
Heffernan Insurance Brokers December 2004 - October 2005
Skills
Sales, Sales Management, Customer Service, Marketing, Marketing Strategy, New Business Development, Management, Real Estate, Leadership, Social Media Marketing, Budgets, Contract Negotiation, Project Management, Customer Satisfaction, Public Speaking, Human Resources, Process Improvement, Strategic Planning, Process Scheduler, Contract Management, Negotiation
Education
Arizona State University - W. P. Carey School of Business 1999 — 2003
Bachelor, Marketing/ Finance
Arizona State University 1998 — 2003
Bachelor of Science, Marketing
Kris Quam's Heffernan Insurance Brokers Experience January 2004 - December 2007
Job Sr. Corporate Accounting Mgr at Lucasfilm
Industry Entertainment
Experience
Lucasfilm LLC a division of Disney December 2007 - June 2014
Heffernan Insurance Brokers January 2004 - December 2007
Convergent Computing 2001 - 2004
Autovia January 2000 - January 2001
CPM 1997 - 2000
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Forecasting, Sarbanes-Oxley Act, Revenue Recognition, Microsoft Excel, CPA, Microsoft Office, Strategic Financial..., Management, Oracle, Account Reconciliation, Accounts Payable, General Ledger, Accounts Receivable, TM1, Oracle E-Business Suite, Sarbanes-Oxley, QuickBooks, Corporate Finance
Education
California State University-Sacramento 1997 — 1999
MS of Accountancy, Accounting
San Jose State University 1985 — 1990
BS, Business Administration
Lucasfilm LLC a division of Disney December 2007 - June 2014
Heffernan Insurance Brokers January 2004 - December 2007
Convergent Computing 2001 - 2004
Autovia January 2000 - January 2001
CPM 1997 - 2000
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Forecasting, Sarbanes-Oxley Act, Revenue Recognition, Microsoft Excel, CPA, Microsoft Office, Strategic Financial..., Management, Oracle, Account Reconciliation, Accounts Payable, General Ledger, Accounts Receivable, TM1, Oracle E-Business Suite, Sarbanes-Oxley, QuickBooks, Corporate Finance
Education
California State University-Sacramento 1997 — 1999
MS of Accountancy, Accounting
San Jose State University 1985 — 1990
BS, Business Administration
Dennis Bartlett's Heffernan Insurance Brokers Experience December 2005 - Present
Job Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers December 2005 - Present
Gallagher Healthcare Insurance Services April 2000 - December 2005
Education
Eastern Michigan University 1971 — 1973
Heffernan Insurance Brokers December 2005 - Present
Gallagher Healthcare Insurance Services April 2000 - December 2005
Education
Eastern Michigan University 1971 — 1973
Tristan Gardner's Heffernan Insurance Brokers Experience August 2012 - May 2014
Job Consultant at Sequoia Consulting Group
Industry Insurance
Experience
Sequoia Consulting Group May 2014 - Present
Heffernan Insurance Brokers August 2012 - May 2014
Paychex Insurance Agency, Inc. a division of Paychex Inc. March 2011 - August 2012
the Orange County Regional office March 2008 - March 2010
Accredited Home Lenders June 2005 - November 2006
Skills
Employee Benefits, Cold Calling, Underwriting, Credit, Microsoft Office, Funding, Insurance, Consultative Selling, Salesforce.com, Benefits Administration
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS, International Business and Finance
Sequoia Consulting Group May 2014 - Present
Heffernan Insurance Brokers August 2012 - May 2014
Paychex Insurance Agency, Inc. a division of Paychex Inc. March 2011 - August 2012
the Orange County Regional office March 2008 - March 2010
Accredited Home Lenders June 2005 - November 2006
Skills
Employee Benefits, Cold Calling, Underwriting, Credit, Microsoft Office, Funding, Insurance, Consultative Selling, Salesforce.com, Benefits Administration
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS, International Business and Finance
Roger Glomb's Heffernan Insurance Brokers Experience May 2007 - Present
Job Employee Benefits
Industry Insurance
Experience
Heffernan Insurance Brokers May 2007 - Present
Skills
Health Insurance, Health Savings Accounts, Insurance, Employee Benefits, Business Owner Planning, Disability Insurance, Small Business, Brokers, Life Insurance, Property & Casualty..., Workers Compensation, Term Life Insurance, Umbrella Insurance, Legal Liability, Professional Liability, Commercial Insurance
Education
California State University-Hayward
Bachelor of Science (BS)
Heffernan Insurance Brokers May 2007 - Present
Skills
Health Insurance, Health Savings Accounts, Insurance, Employee Benefits, Business Owner Planning, Disability Insurance, Small Business, Brokers, Life Insurance, Property & Casualty..., Workers Compensation, Term Life Insurance, Umbrella Insurance, Legal Liability, Professional Liability, Commercial Insurance
Education
California State University-Hayward
Bachelor of Science (BS)
Reagan Peralta's Heffernan Insurance Brokers Experience August 2009 - October 2012
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
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
Jenny Duncan's Heffernan Insurance Brokers Experience January 2001 - Present
Job Insurance Advisor / Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2001 - Present
JFK 2003 - 2007
MBO Insurance January 1991 - January 2001
Skills
Insurance, Liability, Employee Benefits, Property & Casualty..., Health Insurance, Commercial Insurance, Professional Liability, Workers Compensation, Umbrella Insurance, Legal Liability, Brokers, Claim, Casualty, Customer Service, General Insurance, Coaching, Underwriting, Training, Account Management, Commercial Lines, Counseling Psychology, Excess, Disability Insurance, Homeowners
Education
John F. Kennedy University
Masters of Science, Counseling Psychology
Notre Dame de Namur University
Bachelor of Science, Human Services Counseling
Heffernan Insurance Brokers January 2001 - Present
JFK 2003 - 2007
MBO Insurance January 1991 - January 2001
Skills
Insurance, Liability, Employee Benefits, Property & Casualty..., Health Insurance, Commercial Insurance, Professional Liability, Workers Compensation, Umbrella Insurance, Legal Liability, Brokers, Claim, Casualty, Customer Service, General Insurance, Coaching, Underwriting, Training, Account Management, Commercial Lines, Counseling Psychology, Excess, Disability Insurance, Homeowners
Education
John F. Kennedy University
Masters of Science, Counseling Psychology
Notre Dame de Namur University
Bachelor of Science, Human Services Counseling
Amanda Kuiper's Heffernan Insurance Brokers Experience January 2010 - October 2013
Job Small Business Operations Manager SelectSolutions Insurance Services, LLC
Industry Insurance
Experience
SelectSolutions October 2013 - Present
Heffernan Insurance Brokers January 2010 - October 2013
Heffernan Insurance Brokers June 2008 - January 2010
Villagio Inn & Spa June 2007 - February 2008
Skills
Property & Casualty..., Commercial Insurance, Brokers, Workers Compensation, Insurance, D&O, Team Building, Legal Liability, Professional Liability, Umbrella Insurance, Casualty Insurance, Management, Customer Service, Liability, Employment Practices..., Account Management, Casualty, Health Insurance, Small Business
Education
California State University-Chico 2004 — 2008
Business Management, Small business, enterpreuership
SelectSolutions October 2013 - Present
Heffernan Insurance Brokers January 2010 - October 2013
Heffernan Insurance Brokers June 2008 - January 2010
Villagio Inn & Spa June 2007 - February 2008
Skills
Property & Casualty..., Commercial Insurance, Brokers, Workers Compensation, Insurance, D&O, Team Building, Legal Liability, Professional Liability, Umbrella Insurance, Casualty Insurance, Management, Customer Service, Liability, Employment Practices..., Account Management, Casualty, Health Insurance, Small Business
Education
California State University-Chico 2004 — 2008
Business Management, Small business, enterpreuership
Robert Stumper's Heffernan Insurance Brokers Experience July 2011 - June 2012
Job Senior Vice President at Aon/Hewitt
Industry Insurance
Experience
Aon/Hewitt June 2012 - Present
Heffernan Insurance Brokers July 2011 - June 2012
USI May 2008 - May 2011
KASL Company, LLC January 2001 - June 2008
Skills
Employee Benefits, Strategic Marketing, Renewal Negotiations, Loss Control Strategies, Risk Management, Risk Assessment, Forensic Analysis, Insurance, Health Insurance
Education
LIU Post 1984 — 1989
Bachelor of Science, Marketing - Finance
Aon/Hewitt June 2012 - Present
Heffernan Insurance Brokers July 2011 - June 2012
USI May 2008 - May 2011
KASL Company, LLC January 2001 - June 2008
Skills
Employee Benefits, Strategic Marketing, Renewal Negotiations, Loss Control Strategies, Risk Management, Risk Assessment, Forensic Analysis, Insurance, Health Insurance
Education
LIU Post 1984 — 1989
Bachelor of Science, Marketing - Finance
Michelle Cyzauskas's Heffernan Insurance Brokers Experience June 2012 - March 2014
Job RETIRED
Industry Insurance
Experience
Retired March 2014 - Present
Heffernan Insurance Brokers June 2012 - March 2014
Swett & Crawford June 2009 - August 2011
Equity Risk Partners, Inc. January 2001 - February 2008
Aon Risk Services, Inc. March 1993 - January 2001
Skills
Property & Casualty..., Commercial Insurance, General Liability, Image Right, EPIC agency management..., AMS360, Afw online, Account Management, Brokers, Casualty, Commercial Lines, D, Employment Practices..., Financial Risk, Insurance, Liability, Management, Mergers, Professional Liability, Risk Management, Umbrella Insurance, Underwriting
Education
Bakersfield College 1967 — 1970
General Education
Retired March 2014 - Present
Heffernan Insurance Brokers June 2012 - March 2014
Swett & Crawford June 2009 - August 2011
Equity Risk Partners, Inc. January 2001 - February 2008
Aon Risk Services, Inc. March 1993 - January 2001
Skills
Property & Casualty..., Commercial Insurance, General Liability, Image Right, EPIC agency management..., AMS360, Afw online, Account Management, Brokers, Casualty, Commercial Lines, D, Employment Practices..., Financial Risk, Insurance, Liability, Management, Mergers, Professional Liability, Risk Management, Umbrella Insurance, Underwriting
Education
Bakersfield College 1967 — 1970
General Education
Lorre Helgesson's Heffernan Insurance Brokers Experience September 2005 - August 2007
Job Finance Manager at Epic Care
Industry Accounting
Experience
Epic Care March 2010 - Present
Ellison Framing, Inc August 2007 - April 2010
Heffernan Insurance Brokers September 2005 - August 2007
Heffernan Insurance Brokers June 2005 - September 2005
Heffernan Insurance Brokers January 2005 - June 2005
NP Steel, Inc May 2004 - January 2005
Longs Drugs March 1995 - April 2004
Electronic Arts August 2003 - March 2004
Electronic Arts December 2002 - August 2003
ALAMEDA COUNTY OFFICE OF EDUCATION 2000 - 2002
Skills
Microsoft Excel, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Administration, Analysis, Auditing, Balance, Bank Reconciliation, Bookkeeping, Budgets, Business Planning, Customer Service, Employee Benefits, Finance, Financial Audits, Financial Statements, General Ledger, Human Resources, Insurance, Internal Audit, Invoicing, Journal Entries, Leadership, Management, Microsoft Office, Payroll, Payroll Taxes, Policy, Process Improvement, Project Management, Purchasing, QuickBooks, Research, Retail, Risk Management, Sales, Strategic Planning, Time Management, Training
Education
California State University-East Bay 2013 — 2014
Master of Science (M.S.), Accounting
California State University-Hayward
Bachelor's of Science
Epic Care March 2010 - Present
Ellison Framing, Inc August 2007 - April 2010
Heffernan Insurance Brokers September 2005 - August 2007
Heffernan Insurance Brokers June 2005 - September 2005
Heffernan Insurance Brokers January 2005 - June 2005
NP Steel, Inc May 2004 - January 2005
Longs Drugs March 1995 - April 2004
Electronic Arts August 2003 - March 2004
Electronic Arts December 2002 - August 2003
ALAMEDA COUNTY OFFICE OF EDUCATION 2000 - 2002
Skills
Microsoft Excel, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Administration, Analysis, Auditing, Balance, Bank Reconciliation, Bookkeeping, Budgets, Business Planning, Customer Service, Employee Benefits, Finance, Financial Audits, Financial Statements, General Ledger, Human Resources, Insurance, Internal Audit, Invoicing, Journal Entries, Leadership, Management, Microsoft Office, Payroll, Payroll Taxes, Policy, Process Improvement, Project Management, Purchasing, QuickBooks, Research, Retail, Risk Management, Sales, Strategic Planning, Time Management, Training
Education
California State University-East Bay 2013 — 2014
Master of Science (M.S.), Accounting
California State University-Hayward
Bachelor's of Science
Leslie Winslow's Heffernan Insurance Brokers Experience January 2013 - Present
Job Accounting Consultant at Heffernan Insurance Brokers
Industry Accounting
Experience
Heffernan Insurance Brokers January 2013 - Present
Leslie Winslow Accounting January 1980 - Present
Vinfolio - VF Wines, Inc. May 2010 - December 2012
Master Replicas Inc. June 2006 - September 2008
Education
California State University-East Bay 1999 — 2001
BS, Accounting
Heffernan Insurance Brokers January 2013 - Present
Leslie Winslow Accounting January 1980 - Present
Vinfolio - VF Wines, Inc. May 2010 - December 2012
Master Replicas Inc. June 2006 - September 2008
Education
California State University-East Bay 1999 — 2001
BS, Accounting
Ramiro Cordova's Heffernan Insurance Brokers Experience 2005 - 2007
Job Professional Consulting and Staffing Services
Industry Management Consulting
Experience
PCS Consultants, Inc April 2008 - Present
California Hispanic Chambers of Commerce 2008 - 2014
Katzkin 2005 - 2014
Greater Riverside Hispanic Chamber 2006 - 2011
County of San Bernardino 2005 - 2009
Ontario Chamber of Commerce 2002 - 2009
MBS Consultants, LLC 2001 - 2008
Soft Gel Technologies 2005 - 2007
Heffernan Insurance Brokers 2005 - 2007
Armstrong, Robitalle 2003 - 2007
Skills
HR Consulting, Staffing Services, Management Consulting, Compliance, Employee Relations, Leadership Development, Strategic Planning, Staff Development, Professional Staffing, Risk Management, Safety Management, Workplace Safety, Workplace Investigations, Injury Prevention, Supervisory Skills, Temporary Placement, Safety Management..., Government, Training, Policy, Leadership, Employee Benefits, Recruiting, Consulting, Project Management, Organizational..., Time Management, Benefits Administration, Human Resources, Strategy, Personnel Management, Management, Interviews, Workers Compensation, Coaching, Outsourcing, HRIS, Analysis, Onboarding, Program Management, Team Building, Performance Management, Talent Management, Succession Planning, Employee Training, Conflict Resolution, Executive Coaching, Organizational..., Hispanic Marketing
Education
University of Phoenix 2000 — 2002
Bachelor of Science, Business Administration
Cal State Fullerton 1985 — 1987
Human Services, General
PCS Consultants, Inc April 2008 - Present
California Hispanic Chambers of Commerce 2008 - 2014
Katzkin 2005 - 2014
Greater Riverside Hispanic Chamber 2006 - 2011
County of San Bernardino 2005 - 2009
Ontario Chamber of Commerce 2002 - 2009
MBS Consultants, LLC 2001 - 2008
Soft Gel Technologies 2005 - 2007
Heffernan Insurance Brokers 2005 - 2007
Armstrong, Robitalle 2003 - 2007
Skills
HR Consulting, Staffing Services, Management Consulting, Compliance, Employee Relations, Leadership Development, Strategic Planning, Staff Development, Professional Staffing, Risk Management, Safety Management, Workplace Safety, Workplace Investigations, Injury Prevention, Supervisory Skills, Temporary Placement, Safety Management..., Government, Training, Policy, Leadership, Employee Benefits, Recruiting, Consulting, Project Management, Organizational..., Time Management, Benefits Administration, Human Resources, Strategy, Personnel Management, Management, Interviews, Workers Compensation, Coaching, Outsourcing, HRIS, Analysis, Onboarding, Program Management, Team Building, Performance Management, Talent Management, Succession Planning, Employee Training, Conflict Resolution, Executive Coaching, Organizational..., Hispanic Marketing
Education
University of Phoenix 2000 — 2002
Bachelor of Science, Business Administration
Cal State Fullerton 1985 — 1987
Human Services, General
Tom Hebson's Heffernan Insurance Brokers Experience July 2001 - March 2013
Job Vice President Product Development and Government Relations at Safety National Casualty Corporation
Industry Insurance
Experience
Safety National Casualty Corporation March 2013 - Present
SIIA 2002 - 2014
Wrap Up Insurance Solutions September 2008 - March 2013
Heffernan Insurance Brokers July 2001 - March 2013
StoneGate Risk Services July 2001 - May 2005
Midwest Employers Casualty Company March 1996 - June 2001
AIG 1993 - 1996
Insurance 1985 - 1989
Skills
Workers Compensation, Insurance, Underwriting, Property & Casualty..., Brokers, Reinsurance, Risk Management, Commercial Insurance, Casualty, Casualty Insurance, Excess, Executive Management, Professional Liability, Liability, General Insurance, Term Life Insurance, Risk Financing, Claim, Legal Liability, Commercial Lines, Financial Risk, Claims Management, Management, Umbrella Insurance, Employee Benefits, Disability Insurance, Long-term Care, 401k, Health Insurance, Life Insurance, Small Business, Employment Practices..., Captives, Inland Marine, D&O, Portfolio Management, Marketing, Retirement, Surety Bonds, Leadership
Education
Cornell University 2015 — 2016
Executive Leadership Online Program, Business Administration and Management, General
Augustana College 1979 — 1983
AB, Business and Accounting
Augustana College 1979 — 1983
Safety National Casualty Corporation March 2013 - Present
SIIA 2002 - 2014
Wrap Up Insurance Solutions September 2008 - March 2013
Heffernan Insurance Brokers July 2001 - March 2013
StoneGate Risk Services July 2001 - May 2005
Midwest Employers Casualty Company March 1996 - June 2001
AIG 1993 - 1996
Insurance 1985 - 1989
Skills
Workers Compensation, Insurance, Underwriting, Property & Casualty..., Brokers, Reinsurance, Risk Management, Commercial Insurance, Casualty, Casualty Insurance, Excess, Executive Management, Professional Liability, Liability, General Insurance, Term Life Insurance, Risk Financing, Claim, Legal Liability, Commercial Lines, Financial Risk, Claims Management, Management, Umbrella Insurance, Employee Benefits, Disability Insurance, Long-term Care, 401k, Health Insurance, Life Insurance, Small Business, Employment Practices..., Captives, Inland Marine, D&O, Portfolio Management, Marketing, Retirement, Surety Bonds, Leadership
Education
Cornell University 2015 — 2016
Executive Leadership Online Program, Business Administration and Management, General
Augustana College 1979 — 1983
AB, Business and Accounting
Augustana College 1979 — 1983
Christina Villecco's Heffernan Insurance Brokers Experience 2015 - Present
Job Vice President of Legislation and Compliance at Heffernan
Industry Law Practice
Experience
Heffernan Retirement Services 2015 - Present
Heffernan Insurance Brokers 2015 - Present
Education
New York Law School
Juris Doctor (J.D.), ERISA, Labor & Employment Law
Colgate University
BA, Cognitive Neuroscience
Portledge School
Heffernan Retirement Services 2015 - Present
Heffernan Insurance Brokers 2015 - Present
Education
New York Law School
Juris Doctor (J.D.), ERISA, Labor & Employment Law
Colgate University
BA, Cognitive Neuroscience
Portledge School
Shantih Charlton, CISR, CIC's Heffernan Insurance Brokers Experience June 2015 - Present
Job Senior Account Executive at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers June 2015 - Present
Momentous Insurance Brokerage, Inc. 2011 - June 2015
Arthur J. Gallagher & Co. 2006 - 2010
Lockton Companies 2004 - 2006
Hayward Tilton & Rolapp Insurance Associates, Inc. 2000 - 2004
Marsh & McLennan Companies, Inc. 1998 - 2000
Sedgwick RE 1990 - 1998
Global Special Risks January 1988 - December 1989
Skills
Commercial Insurance, Employment Practices..., Commercial Lines, Property & Casualty..., Workers Compensation, Professional Liability, D&O, Casualty, Brokers, Insurance, Legal Liability, Liability Analysis, Underwriting, Construction, Liability, Restaurants, Risk Management, Claim, Health Insurance, General Insurance, Claims Management, Reinsurance, Umbrella Insurance, Financial Risk, Captives, Excess, Renewals, Fiduciary, CPCU, Inland Marine, Litigation Management, Risk Assessment, Life Insurance, Risk Analysis, Insurance Brokerage, Directors & Officers..., Term Life Insurance, Indemnity, Disability Insurance, Accident, Homeowners, Long-term Care, Health Savings Accounts, Employee Benefits, Sales, New Business Development, Marketing, Account Management, Customer Service, Casualty Insurance
Education
National Alliance 2013 — 2018
Certified Risk Manager Courses
National Alliance 2014 — 2014
Producer School Graduate
CPCU 2008 — 2014
CPCU
Glendale Community College
Business Administration
Heffernan Insurance Brokers June 2015 - Present
Momentous Insurance Brokerage, Inc. 2011 - June 2015
Arthur J. Gallagher & Co. 2006 - 2010
Lockton Companies 2004 - 2006
Hayward Tilton & Rolapp Insurance Associates, Inc. 2000 - 2004
Marsh & McLennan Companies, Inc. 1998 - 2000
Sedgwick RE 1990 - 1998
Global Special Risks January 1988 - December 1989
Skills
Commercial Insurance, Employment Practices..., Commercial Lines, Property & Casualty..., Workers Compensation, Professional Liability, D&O, Casualty, Brokers, Insurance, Legal Liability, Liability Analysis, Underwriting, Construction, Liability, Restaurants, Risk Management, Claim, Health Insurance, General Insurance, Claims Management, Reinsurance, Umbrella Insurance, Financial Risk, Captives, Excess, Renewals, Fiduciary, CPCU, Inland Marine, Litigation Management, Risk Assessment, Life Insurance, Risk Analysis, Insurance Brokerage, Directors & Officers..., Term Life Insurance, Indemnity, Disability Insurance, Accident, Homeowners, Long-term Care, Health Savings Accounts, Employee Benefits, Sales, New Business Development, Marketing, Account Management, Customer Service, Casualty Insurance
Education
National Alliance 2013 — 2018
Certified Risk Manager Courses
National Alliance 2014 — 2014
Producer School Graduate
CPCU 2008 — 2014
CPCU
Glendale Community College
Business Administration
peter albert's Heffernan Insurance Brokers Experience May 2013 - Present
Job Co Founder at HG IT Services LLC
Industry Insurance
Experience
HG IT Services LLC January 2015 - Present
Heffernan Insurance Brokers May 2013 - Present
Heffernan Insurance Brokers March 2003 - Present
Avasta September 2000 - February 2003
Restoration Hardware April 1998 - September 2000
Skills
Linux, Solaris, SAN, Windows, Servers, SharePoint, Hyper-V, Hyper-V CSV, EMC SAN administration, NetApp SAN..., Clustering, Exchange 2010, Exchange DAG, DFS, Microsoft Exchange, Troubleshooting, Data Center, Community Outreach
Education
Empire College School of Business 1996 — 1998
Associate's degree, Information Technology
HG IT Services LLC January 2015 - Present
Heffernan Insurance Brokers May 2013 - Present
Heffernan Insurance Brokers March 2003 - Present
Avasta September 2000 - February 2003
Restoration Hardware April 1998 - September 2000
Skills
Linux, Solaris, SAN, Windows, Servers, SharePoint, Hyper-V, Hyper-V CSV, EMC SAN administration, NetApp SAN..., Clustering, Exchange 2010, Exchange DAG, DFS, Microsoft Exchange, Troubleshooting, Data Center, Community Outreach
Education
Empire College School of Business 1996 — 1998
Associate's degree, Information Technology
William Yetter's Heffernan Insurance Brokers Experience Vice PresidentHeffernan Insurance Brokers1988 - 2010
Job Vice President at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers Vice PresidentHeffernan Insurance Brokers1988 - 2010
Skills
Workers Compensation, Property & Casualty..., Legal Liability
Education
Cal Poly San Luis Obispo 1969 — 1974
Bachelor of Science (BS), Agriculture, General
Heffernan Insurance Brokers Vice PresidentHeffernan Insurance Brokers1988 - 2010
Skills
Workers Compensation, Property & Casualty..., Legal Liability
Education
Cal Poly San Luis Obispo 1969 — 1974
Bachelor of Science (BS), Agriculture, General
Andy Pettise's Heffernan Insurance Brokers Experience 2009 - 2010
Job VP IOA National Restaurant Division
Industry Insurance
Experience
Insurance Office of America May 2015 - Present
The Leavitt Group March 2010 - April 2015
IHOP October 1994 - June 2011
Heffernan Insurance Brokers 2009 - 2010
Baja Fresh 2001 - 2008
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Umbrella Insurance, Professional Liability, Claim, Workers Compensation, General Insurance, Liability, Brokers, Account Management, Employment Practices..., Sales, Coaching, Management, Team Building, Customer Service, Negotiation, Restaurants, Commercial Lines, Legal Liability, Restaurant Management, Franchising, Strategic Planning, D&O, Small Business, Employee Benefits, Casualty Insurance
Education
California State University-Northridge 1985 — 1990
Bachelor's degree, Business, Management, Marketing
St. Joseph's High School 1978 — 1982
Insurance Office of America May 2015 - Present
The Leavitt Group March 2010 - April 2015
IHOP October 1994 - June 2011
Heffernan Insurance Brokers 2009 - 2010
Baja Fresh 2001 - 2008
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Umbrella Insurance, Professional Liability, Claim, Workers Compensation, General Insurance, Liability, Brokers, Account Management, Employment Practices..., Sales, Coaching, Management, Team Building, Customer Service, Negotiation, Restaurants, Commercial Lines, Legal Liability, Restaurant Management, Franchising, Strategic Planning, D&O, Small Business, Employee Benefits, Casualty Insurance
Education
California State University-Northridge 1985 — 1990
Bachelor's degree, Business, Management, Marketing
St. Joseph's High School 1978 — 1982
Kathleen Dadci's Heffernan Insurance Brokers Experience 1999 - 2000
Job Insurance Professional
Industry Insurance
Experience
Top Grade Construction 2009 - 2009
Travelers 2004 - 2009
Travelers 2000 - 2004
Heffernan Insurance Brokers 1999 - 2000
Education
Marquette University 1978 — 1982
Broadcast Communications
Top Grade Construction 2009 - 2009
Travelers 2004 - 2009
Travelers 2000 - 2004
Heffernan Insurance Brokers 1999 - 2000
Education
Marquette University 1978 — 1982
Broadcast Communications
Phyllis Cameron's Heffernan Insurance Brokers Experience June 2010 - November 2011
Job Field Sales Specialist at CNA
Industry Insurance
Experience
CNA Insurance 2015 - Present
Pacific Compensation Insurance Company 2011 - 2015
Heffernan Insurance Brokers June 2010 - November 2011
Employers Direct Insurance Company 2007 - 2009
Real Estate February 2004 - September 2007
California Insurance Center June 2002 - August 2003
Willis Insurance Services 1997 - 2002
Skills
Insurance, Account Management, Workers Compensation, Property & Casualty..., Underwriting, Brokers, Commercial Lines, Claim, Risk Management, Legal Liability, Commercial Insurance, Real Estate
Education
California State University-East Bay 2014 — 2015
Master of Business Administration (M.B.A.), Global Innovators MBA Program - Graduation Fall 2015
Georgia Southwestern State University
B.S., Computer Information Systems
CNA Insurance 2015 - Present
Pacific Compensation Insurance Company 2011 - 2015
Heffernan Insurance Brokers June 2010 - November 2011
Employers Direct Insurance Company 2007 - 2009
Real Estate February 2004 - September 2007
California Insurance Center June 2002 - August 2003
Willis Insurance Services 1997 - 2002
Skills
Insurance, Account Management, Workers Compensation, Property & Casualty..., Underwriting, Brokers, Commercial Lines, Claim, Risk Management, Legal Liability, Commercial Insurance, Real Estate
Education
California State University-East Bay 2014 — 2015
Master of Business Administration (M.B.A.), Global Innovators MBA Program - Graduation Fall 2015
Georgia Southwestern State University
B.S., Computer Information Systems
Teagan Chastain's Heffernan Insurance Brokers Experience January 2008 - February 2013
Job Account Executive at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services May 2015 - Present
Poms & Associates February 2013 - May 2015
Heffernan Insurance Brokers January 2008 - February 2013
American E & S Insurance Brokers February 2004 - January 2008
MTS Insurance Services, Inc. September 2002 - February 2004
Skills
Property & Casualty..., Professional Liability, Insurance, Workers Compensation, Risk Management, Self-funded, Contract Negotiation, Team Building, Directors & Officers..., Account Management, Construction Risk, Loss Prevention, Construction Safety, Customer Service, Customer Satisfaction, D&O, Brokers, Employment Practices..., Legal Liability, Commercial Insurance, Casualty, Liability, Customer Retention, New Business Development, Sales, Umbrella Insurance, Excess, General Insurance, Inland Marine, Underwriting, Liability Analysis, Casualty Insurance
Education
Heald College-Concord 2003 — 2005
Associates Degree, Business Administration
Armijo
Alliant Insurance Services May 2015 - Present
Poms & Associates February 2013 - May 2015
Heffernan Insurance Brokers January 2008 - February 2013
American E & S Insurance Brokers February 2004 - January 2008
MTS Insurance Services, Inc. September 2002 - February 2004
Skills
Property & Casualty..., Professional Liability, Insurance, Workers Compensation, Risk Management, Self-funded, Contract Negotiation, Team Building, Directors & Officers..., Account Management, Construction Risk, Loss Prevention, Construction Safety, Customer Service, Customer Satisfaction, D&O, Brokers, Employment Practices..., Legal Liability, Commercial Insurance, Casualty, Liability, Customer Retention, New Business Development, Sales, Umbrella Insurance, Excess, General Insurance, Inland Marine, Underwriting, Liability Analysis, Casualty Insurance
Education
Heald College-Concord 2003 — 2005
Associates Degree, Business Administration
Armijo
Louis Buz Midden's Heffernan Insurance Brokers Experience January 2001 - Present
Job Vice President, Self Insurance Practice Leader at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers January 2001 - Present
Midwest Employers Casualty Company 1998 - 2001
Willis 1981 - 1998
Skills
Workers Compensation, Casualty, Property & Casualty..., Brokers, Excess, Insurance, Underwriting, Employment Practices..., Legal Liability, Liability, Claim, Commercial Insurance
Education
Eastern Kentucky University 1970 — 1974
BS
Heffernan Insurance Brokers January 2001 - Present
Midwest Employers Casualty Company 1998 - 2001
Willis 1981 - 1998
Skills
Workers Compensation, Casualty, Property & Casualty..., Brokers, Excess, Insurance, Underwriting, Employment Practices..., Legal Liability, Liability, Claim, Commercial Insurance
Education
Eastern Kentucky University 1970 — 1974
BS
Valerie Owens's Heffernan Insurance Brokers Experience March 2009 - February 2011
Job Mother to Rylan and Declan Owens
Industry Wine and Spirits
Experience
CyberMill Technology Center October 2012 - May 2013
Ma(i)sonry Napa Valley April 2010 - October 2012
Heffernan Insurance Brokers March 2009 - February 2011
Advanced Professionals January 2007 - February 2009
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
B.S., Journalism
CyberMill Technology Center October 2012 - May 2013
Ma(i)sonry Napa Valley April 2010 - October 2012
Heffernan Insurance Brokers March 2009 - February 2011
Advanced Professionals January 2007 - February 2009
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
B.S., Journalism
Dennis Bartlett's Heffernan Insurance Brokers Experience December 2005 - January 2009
Job Vice President, Ascension Benefits & Insurance Solutions of FL
Industry Insurance
Experience
Employers Mutual Inc. January 2009 - Present
Heffernan Insurance Brokers December 2005 - January 2009
HIS/Gallagher Healthcare Services April 1996 - December 2005
Skills
Workers Compensation, Insurance, Claim, Claims Management, Coaching, Team Building, Strategic Planning, Personal Injury, Employee Benefits, Leadership Development, Change Management, Process Improvement, Professional Liability, Contract Negotiation, Employee Relations, Executive Management, Underwriting, D&O, Healthcare, Risk Management
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Employers Mutual Inc. January 2009 - Present
Heffernan Insurance Brokers December 2005 - January 2009
HIS/Gallagher Healthcare Services April 1996 - December 2005
Skills
Workers Compensation, Insurance, Claim, Claims Management, Coaching, Team Building, Strategic Planning, Personal Injury, Employee Benefits, Leadership Development, Change Management, Process Improvement, Professional Liability, Contract Negotiation, Employee Relations, Executive Management, Underwriting, D&O, Healthcare, Risk Management
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Joy Zook's Heffernan Insurance Brokers Experience October 2014 - Present
Job Benefits Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers October 2014 - Present
Brown & Brown Northwest November 1997 - October 2014
Skills
Employee Benefits, Account Management, Insurance, Disability Insurance, Health Insurance
Education
Clark College
Associate of Arts and Sciences (A.A.S.)
Heffernan Insurance Brokers October 2014 - Present
Brown & Brown Northwest November 1997 - October 2014
Skills
Employee Benefits, Account Management, Insurance, Disability Insurance, Health Insurance
Education
Clark College
Associate of Arts and Sciences (A.A.S.)
Jeanette Simmons's Heffernan Insurance Brokers Experience September 2004 - May 2010
Job
Industry Insurance
Experience
Hart Insurance Agency June 2011 - August 2013
Heffernan Insurance Brokers September 2004 - May 2010
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Liability, Professional Liability, Casualty Insurance, Legal Liability, Workers Compensation, Brokers, Umbrella Insurance
Education
Linfield College-Nursing & Health Sciences 1997 — 2001
Tigard High School 1990 — 1993
Hart Insurance Agency June 2011 - August 2013
Heffernan Insurance Brokers September 2004 - May 2010
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Liability, Professional Liability, Casualty Insurance, Legal Liability, Workers Compensation, Brokers, Umbrella Insurance
Education
Linfield College-Nursing & Health Sciences 1997 — 2001
Tigard High School 1990 — 1993
Sherry Barker's Heffernan Insurance Brokers Experience March 2014 - Present
Job Bond Account Assistant at Heffernan Insurance Brokers
Industry Marketing and Advertising
Experience
Heffernan Insurance Brokers March 2014 - Present
Ned's Auto Body and Supplies October 2012 - March 2014
Education
California State University-East Bay 1997 — 2002
Marketing, Business Administration and Management, General
Heffernan Insurance Brokers March 2014 - Present
Ned's Auto Body and Supplies October 2012 - March 2014
Education
California State University-East Bay 1997 — 2002
Marketing, Business Administration and Management, General
Catherine Torsney's Heffernan Insurance Brokers Experience July 2011 - May 2013
Job Senior Vice President, Fine Art Specialist at Integro Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers July 2011 - May 2013
Willis July 2004 - February 2011
DeWitt Stern Group July 1999 - June 2004
Zurich Financial Services January 1991 - July 1999
Skills
Risk Management, Claim, Underwriting, General Insurance, Brokers, Property & Casualty..., Insurance, Commercial Insurance, Fine Art, Liability, Museums, Marketing, Workers Compensation, Health Insurance, Reinsurance, Jewelry, Financial Risk, Property, Claims Management, Art History, Commercial Lines, Auctions, Life Insurance, Disability Insurance, Art, Professional Liability, Legal Liability, Employee Benefits, Casualty, Casualty Insurance
Education
Barnard College
B.A., Art History
NYU School of Continuing Education
Appraisal Studies Program
Heffernan Insurance Brokers July 2011 - May 2013
Willis July 2004 - February 2011
DeWitt Stern Group July 1999 - June 2004
Zurich Financial Services January 1991 - July 1999
Skills
Risk Management, Claim, Underwriting, General Insurance, Brokers, Property & Casualty..., Insurance, Commercial Insurance, Fine Art, Liability, Museums, Marketing, Workers Compensation, Health Insurance, Reinsurance, Jewelry, Financial Risk, Property, Claims Management, Art History, Commercial Lines, Auctions, Life Insurance, Disability Insurance, Art, Professional Liability, Legal Liability, Employee Benefits, Casualty, Casualty Insurance
Education
Barnard College
B.A., Art History
NYU School of Continuing Education
Appraisal Studies Program
Nicolle (Schultz) Albert's Heffernan Insurance Brokers Experience May 2010 - December 2010
Job Health insurance
Industry Insurance
Experience
CIGNA Healthcare April 2012 - August 2013
Robert Half Finance & Accounting August 2011 - April 2012
Heffernan Insurance Brokers May 2010 - December 2010
Neovia Integrated Insurance Services November 2005 - August 2006
J.M. Fickewirth & Associates July 2002 - September 2004
Skills
Employee Benefits, Spreadsheets, Account Management, Insurance, Building Relationships, Licensed Life & Health..., Benefits Negotiation, Financial Analysis, Project Management, Vendor Contracts, Self funding, COBRA, Human Resources, Brokers, Medicare, Term Life Insurance, ERISA, Life Insurance, Employee Wellness, Disability Insurance, Benefits Administration, CRM, Health Insurance, Underwriting, Long-term Care, Dentistry, Open Enrollment, Health Policy, Health Savings Accounts, Claim, Healthcare, Health Care Reform, Management, Sales, Managed Care, Sales Operations, HIPAA, Sales Process
Education
Diablo Valley College 2013 — 2015
Associate of Science (A.S.) - Business Admin - Transfer, Business Administration and Management, General, 4.0
CIGNA Healthcare April 2012 - August 2013
Robert Half Finance & Accounting August 2011 - April 2012
Heffernan Insurance Brokers May 2010 - December 2010
Neovia Integrated Insurance Services November 2005 - August 2006
J.M. Fickewirth & Associates July 2002 - September 2004
Skills
Employee Benefits, Spreadsheets, Account Management, Insurance, Building Relationships, Licensed Life & Health..., Benefits Negotiation, Financial Analysis, Project Management, Vendor Contracts, Self funding, COBRA, Human Resources, Brokers, Medicare, Term Life Insurance, ERISA, Life Insurance, Employee Wellness, Disability Insurance, Benefits Administration, CRM, Health Insurance, Underwriting, Long-term Care, Dentistry, Open Enrollment, Health Policy, Health Savings Accounts, Claim, Healthcare, Health Care Reform, Management, Sales, Managed Care, Sales Operations, HIPAA, Sales Process
Education
Diablo Valley College 2013 — 2015
Associate of Science (A.S.) - Business Admin - Transfer, Business Administration and Management, General, 4.0
Micheal Hawkinson CIC CPIW's Heffernan Insurance Brokers Experience November 2005 - Present
Job Account Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers November 2005 - Present
All West Insurance Brokers December 2000 - November 2005
AMK Insurance Agency, Inc. June 1994 - December 2000
Education
Heald College 1984 — 1985
Secretarial
Los Gatos High School 1980 — 1984
Heffernan Insurance Brokers November 2005 - Present
All West Insurance Brokers December 2000 - November 2005
AMK Insurance Agency, Inc. June 1994 - December 2000
Education
Heald College 1984 — 1985
Secretarial
Los Gatos High School 1980 — 1984
Larentacia Caldwell's Heffernan Insurance Brokers Experience September 2005 - Present
Job Staff Accountant at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers September 2005 - Present
Heffernan Insurance Brokers September 2005 - Present
Chevron May 2001 - February 2005
Providian Financial April 2000 - May 2001
Providian Financial July 1999 - April 2000
Avenal Chiropractic Office August 1996 - July 1999
Skills
Accruals, General Ledger, Account Reconciliation, Journal Entries, Bank Reconciliation, Accounts Payable, Fixed Assets, Accounts Receivable, GAAP, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act
Education
California State University-East Bay
Bachelor of Science (B.S.), Accounting and Corporate Management
Heffernan Insurance Brokers September 2005 - Present
Heffernan Insurance Brokers September 2005 - Present
Chevron May 2001 - February 2005
Providian Financial April 2000 - May 2001
Providian Financial July 1999 - April 2000
Avenal Chiropractic Office August 1996 - July 1999
Skills
Accruals, General Ledger, Account Reconciliation, Journal Entries, Bank Reconciliation, Accounts Payable, Fixed Assets, Accounts Receivable, GAAP, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act
Education
California State University-East Bay
Bachelor of Science (B.S.), Accounting and Corporate Management
Gregory Esqueda's Heffernan Insurance Brokers Experience June 2007 - September 2008
Job Barney's New York
Industry Retail
Experience
Barney's New York November 2013 - Present
Neiman Marcus February 2012 - November 2013
State Compensation Insurance Fund January 2009 - January 2012
Heffernan Insurance Brokers June 2007 - September 2008
Discovery Builders, Inc./ Seeno Homes October 2004 - July 2007
Nordstrom March 2001 - October 2004
Education
Diablo Valley College 1994 — 1996
Business Administration and Management, General
Los Medanos College 1993 — 1994
Business Administration and Management, General
Barney's New York November 2013 - Present
Neiman Marcus February 2012 - November 2013
State Compensation Insurance Fund January 2009 - January 2012
Heffernan Insurance Brokers June 2007 - September 2008
Discovery Builders, Inc./ Seeno Homes October 2004 - July 2007
Nordstrom March 2001 - October 2004
Education
Diablo Valley College 1994 — 1996
Business Administration and Management, General
Los Medanos College 1993 — 1994
Business Administration and Management, General
Amy Gamble's Heffernan Insurance Brokers Experience February 2012 - November 2013
Job Account Representative at Commercial Coverage Insurance Agency
Industry Insurance
Experience
Commercial Coverage Insurance Agency November 2013 - Present
Heffernan Insurance Brokers February 2012 - November 2013
Wells Fargo Insurance Services June 2007 - April 2011
Skills
Commercial Insurance, Customer Service, Account Management
Education
City College of San Francisco 1988 — 1991
Associate's degree, Business Administration and Management, General
Terra nova high school Pacifica California 1976 — 1979
HS Diploma
Commercial Coverage Insurance Agency November 2013 - Present
Heffernan Insurance Brokers February 2012 - November 2013
Wells Fargo Insurance Services June 2007 - April 2011
Skills
Commercial Insurance, Customer Service, Account Management
Education
City College of San Francisco 1988 — 1991
Associate's degree, Business Administration and Management, General
Terra nova high school Pacifica California 1976 — 1979
HS Diploma
Michele Dimmick's Heffernan Insurance Brokers Experience June 2001 - Present
Job Commercial Lines Manager at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers June 2001 - Present
Midwest Employers Casualty Company (a W. R. Berkley Company) February 1991 - May 2001
Skills
Commercial Insurance, Underwriting
Education
Maryville University of Saint Louis 1987 — 1991
Bachelor's degree, Actuarial Science
Heffernan Insurance Brokers June 2001 - Present
Midwest Employers Casualty Company (a W. R. Berkley Company) February 1991 - May 2001
Skills
Commercial Insurance, Underwriting
Education
Maryville University of Saint Louis 1987 — 1991
Bachelor's degree, Actuarial Science
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO