Hub International
Address: Henley-on-Thames RG9 5JU Hours: Closed ⋅ Opens 10AM Wed Tuesday10am–4pmWednesday10am–4pmThursday10am–4pmFriday10am–4pmSaturdayClosedSundayClosedMonday10am–4pmSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: 01491 628897Category: Website: : : : Place name: : : : Website: https://www.hubintsecured.co.uk/ Category: Pet Care Store Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a question See all questions (1) Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of H U B International Posting publicly on the Web Write a review Reviews 2 Google reviews
Hub International List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hub International. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Hub International Salaries. You can even request information on how much does Hub International pay if you want to. Learn about salaries, pros and cons of working for Hub International directly from the past employees.
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Hub International Employees
HUB International March 2015 - Present
Skills
Insurance, Outlook, Microsoft Excel, Direct Sales, Customer Satisfaction, Professional Liability, Team Leadership, Sales, Microsoft Office, Licensed Property &..., Legal Malpractice, Property & Casualty..., Customer Service, Workers Compensation, General Insurance, Account Management, Life Insurance, Underwriting, Leadership, Marketing
Education
Southeastern Louisiana University 2004 — 2008
Management Infromation Systems, Managment
Hub International January 2013 - Present
Marsh March 2011 - December 2012
William Gallagher Associates April 2010 - March 2011
MiddleOak July 2008 - March 2010
Liberty Mutual December 2005 - June 2008
Skills
Risk Management, Property & Casualty..., Risk Analytics, Client Liaison, New Business Development, Business Planning, Retention Management, Marketing Strategy, Marketing Communications, Social Networking, Social Media Marketing, Travel Management, Business Travel, Lead Generation, Underwriting, Concierge Services, High Net Worth Insurance, High Net Worth..., Workers Compensation, Finance, Management, Leadership, Reinsurance, Brokers, Professional Liability, Legal Liability, Analysis, Financial Risk, Liability, Insurance, D&O, Employment Practices..., General Insurance, Commercial Insurance, Umbrella Insurance, Commercial Lines, Directors & Officers..., Inland Marine
Education
Suffolk University - Sawyer School of Management 2003 — 2007
BSBA, Finance
Malden Catholic 1999 — 2003
Diploma
Insurance Institute of America
API, Personal Insurance
HUB International May 2015 - Present
Krauter & Company December 2013 - April 2015
Krauter & Company March 2013 - December 2013
Krauter & Company October 2012 - March 2013
Surprise Lake Camp September 2011 - September 2012
Surpeise Lake Camp June 2005 - August 2012
Surprise Lake Camp May 2011 - August 2011
Gibby O'Connors Irish Pub August 2010 - May 2011
Oswego Children's Center August 2010 - May 2011
SUNY Oswego August 2007 - May 2011
Skills
Teaching, Customer Service, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Microsoft Office, Public Speaking, Fundraising, Facebook, Social Networking, Nonprofits, Management, Time Management, Event Management, Outlook, Social Media Marketing, Research, Leadership, Editing, Marketing, Training, Sales, Communication
Education
State University of New York College at Oswego 2007 — 2011
BA, Human Development
Lockton Companies April 2014 - Present
Hub International December 2012 - April 2014
The McIntyre Group February 2012 - December 2012
The McIntyre Group March 2011 - February 2012
The McIntyre Group July 2008 - June 2011
The McIntyre Group May 2007 - July 2008
Skills
Contract Negotiation, Excel, Word, Risk Management, Account Management, Negotiation, Microsoft Word, Microsoft Excel, Insurance, Analysis, Program Management, Customer Service, Policy, Professional Liability, Property & Casualty..., Commercial Insurance
Education
Temple University 2003 — 2008
Accounting, Risk Management and Insurance
Moorestown High School 1999 — 2003
Risk Placement Services, Inc. February 2015 - Present
Hub International October 2013 - February 2015
Bank of America July 2012 - October 2013
ISU Insurance Services - Connor & Kelly March 2008 - July 2012
Skills
Credit, Commercial Banking, Banking, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Risk, Lines Of Credit, Cross Selling, Loan Origination, Networking, Team Building, Commercial Lending, Insurance, Commercial Insurance, Credit Analysis, Property & Casualty..., Underwriting, Sales
Education
Spokane Community College 2009 — 2011
Customer Service Representative
Hub International July 2013 - Present
Kinloch Consulting Group July 2007 - July 2013
USI Insurance Services October 2002 - July 2007
Mercer Health & Benefits June 2001 - July 2002
MDNY Healthcare March 1998 - June 2001
Empire Blue Cross March 1992 - May 1997
MetLife Insurance Comapny November 1988 - March 1990
Skills
Proficient at all..., Excellent at generating..., Workers Compensation, Group Medical, Employee Benefits, Insurance, Dentistry, Sales, Managed Care, Health Insurance, Health Savings Accounts, Property & Casualty..., HIPAA, Medicare, Selling, Underwriting, Healthcare, Disability Insurance, Strategy, Human Resources, Brokers, Term Life Insurance
Education
State University of New York College at Cortland 1985 — 1988
Bachelor of Arts, Communications
Suffolk County Community College 1983 — 1985
BA, Communications
New England Development November 2014 - Present
Marcum LLP February 2013 - October 2014
Hub International September 2010 - February 2013
Skills
Accounts Receivable, Insurance, Risk Management, Property & Casualty..., Financial Reporting, Accounting, Employee Benefits, Financial Analysis, Health Insurance, Commercial Insurance, General Insurance, Auditing, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, General Ledger, GAAP, Internal Audit, Strategic Financial..., Financial Accounting, US GAAP, Payroll, Financial Statements, SEC filings, Journal Entries, Finance, Variance Analysis
Education
Suffolk University 2006 — 2010
Finance, General
HUB International May 2015 - Present
HUB International July 2014 - May 2015
Abercrombie & Fitch October 2011 - May 2014
San Diego Pride March 2013 - July 2013
Skills
KMS, Ultipro, Salesforce.com, Employee Benefits, Interviews, Customer Service, Communication, computer..., Microsoft Office, PowerPoint, Psychology, Microsoft Word, Microsoft Excel, SPSS, Teamwork, Employee Relations, Organizational..., Time Management, English, Human Resources, Internet Recruiting, Background Checks, eRoom, Halogen, IntegreatHR, LawRoom, Workers Compensation
Education
San Diego State University-California State University 2012 — 2014
Bachelor's Degree, Psychology, focusing on Industrial/Organizational Psychology, GPA: 3.6
Jack G. Duffy, Jr. Attorney at Law April 2014 - Present
Abigail Law Firm, PLLC December 2012 - April 2013
Hub International October 2002 - February 2010
Skills
Workers Compensation, Commercial Insurance, Property & Casualty..., Liability, Real Estate, Claim, Insurance, Professional Liability, Microsoft Word, Strategic Planning, Small Business, Customer Service, Brokers, General Insurance, Legal Research, Microsoft Excel, Employment Practices..., Directors & Officers..., Litigation Management, Liability Analysis, D&O, Legal Liability, Civil Litigation, PowerPoint, Legal Writing, Microsoft Office, Outlook, Research, Legal Assistance, Litigation
Education
Tarrant County College 2011 — 2013
Associates Degree in Paralegal, Law, 3.50
Hub International October 2014 - Present
Marrs Maddocks & Associates 1991 - October 2014
TCS Insurance Services, Inc. 1987 - 1991
Allen & Flood Insurance Services 1983 - 1987
Skills
Workers Compensation, Risk Management, Claims Management, Commercial Property..., Employment Practices..., Directors & Officers..., Commercial Auto & Truck..., General & Professional..., Insurance, Employee Benefits, Legal Liability, Casualty, Professional Liability, Brokers, Liability, Commercial Insurance, Property & Casualty..., Casualty Insurance
Education
San Diego State University-California State University 1973 — 1977
Bachelor of Arts (B.A.)
La Serna High School 1968 — 1972
The National Alliance for Insurance Education & Research
Certified Insurance Counselor
Shaw Sabey & Associates 2011 - Present
HUB International 2008 - 2011
Lumbermen's Underwriting Alliance 2003 - 2008
Hogan & Cox 1998 - 2003
Skills
Insurance, Enterprise Risk..., General Insurance, Casualty, Commercial Insurance, Brokers, D&O, Professional Liability, Risk Management, Legal Liability, Property & Casualty..., Liability, Underwriting, Insurance Brokerage
Education
Simon Fraser University
Bachelor's Degree, Economics
HUB International August 2010 - Present
S & M Klein Co., Inc. 2005 - 2010
The Amerisc Corp 2002 - 2005
Premier Risk, Inc. 2001 - 2002
Skills
Licensed Property &..., Property & Casualty..., Commercial Insurance, Insurance, Umbrella Insurance, General Insurance, Underwriting, Professional Liability, Liability, Brokers, Commercial Lines, Health Insurance, Casualty, Legal Liability, Workers Compensation, Life Insurance, Casualty Insurance, Claim
Education
State University of New York College at Old Westbury 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Management Information Systems
Hub International September 2013 - Present
Charlotte Weil Event Design April 2012 - Present
Southeastern Louisiana University August 2007 - Present
Gilsbar October 2007 - September 2013
Skills
Event Management, Event Planning, Public Relations, Marketing, Graphic Design, Lead Generation, New Business Development, Email Marketing, PowerPoint, Marketing Communications, Strategic Planning, SharePoint, Organizational..., Public Speaking, Management, Budgets, Leadership Development, Insurance, Leadership, Customer Service, Project Management, Social Media, Social Media Marketing, Team Building, Sales, Training, Coaching
Education
Southeastern Louisiana University 2002 — 2003
Master of Arts (M.A.), Organizational Communication, General
Southeastern Louisiana University 1998 — 2002
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
HUB International September 2010 - Present
Dog River Clearwater Revival March 2012 - January 2015
Mobile Bay Area Apartment Association January 2012 - December 2013
International Assurance, Inc. May 2009 - September 2010
The Herring Agency 2008 - 2009
Mitchell Management Inc. (MMI) March 2007 - November 2008
Skills
Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Brokers, Underwriting, New Business Development, Real Estate, Strategic Planning, Customer Service, Selling, Mergers & Acquisitions, Management, Commercial Lines, Executive Management, Program Management, Financial Risk, Term Life Insurance, Risk Management, Small Business, Marketing, General Insurance, Leadership Development, Sales
Education
Spring Hill College 2003 — 2006
Political Science
St. Stanislaus College
HUB International September 2014 - Present
Replay Beer & Bourbon October 2013 - February 2014
Hub International November 2012 - October 2013
BoHo Theatre: Bohemian Theatre Enemble January 2013 - April 2013
Bailiwick Chicago November 2012 - February 2013
Corn Productions October 2012 - February 2013
Undergraduate Theatre Association August 2009 - December 2011
Uline May 2010 - August 2010
Waisman Center January 2009 - May 2009
Skills
Theatre, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Facebook, PowerPoint, Time Management, Social Media, Photoshop, Event Management, Public Speaking, Team Leadership
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.), Accounting
University of Wisconsin-Madison 2008 — 2011
BA, Theatre & Drama
HUB International November 2014 - Present
Southeastern Louisiana University August 2010 - Present
Covington Presbyterian Church December 2004 - Present
Skills
Windows 7, Windows XP Pro, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Windows, Adobe, Gmail, Team Leadership, Windows XP
Education
Southeastern Louisiana University 2010 — 2014
Business Managment, Human Resources Management/Personnel Administration, General
Tranter Graphics, Inc. August 2013 - October 2013
Biomet July 2013 - August 2013
Biomet May 2013 - July 2013
Goshert Insurance LLC December 2012 - March 2013
Silveus Insurance Partners May 2011 - August 2012
HCC Surety Group September 2006 - February 2011
Scheer's, Inc. (HUB International Scheer's Inc.) April 2005 - July 2006
Hub International October 1999 - August 2004
Skills
Insurance, Customer Service, Property & Casualty..., Workers Compensation, Teaching, Writing, Professional Liability, Banking, Accounting, Microsoft Office, Workers' Compensation..., Clerical Skills, Loan Servicing, Property Claims, AMS360, CMS, Assistants, Administrative..., Client Liaison, Eligibility, SNAP, Medicaid, Public Speaking
Education
South Suburban College 1985 — 1986
Thornridge High School 1981 — 1985
HUB International May 2014 - Present
St. Ambrose University August 2013 - May 2014
Ruhl & Ruhl Insurance March 2013 - May 2014
St. Ambrose University January 2013 - May 2013
St. Ambrose University January 2010 - December 2012
Marine Quest April 2006 - November 2008
Skills
PowerPoint, Leadership, Facebook, Customer Service, Microsoft Word, Microsoft Excel, Marketing, Advertising, Photography, Nonprofits, Teamwork, Social Networking, Social Media, Time Management, Microsoft Office, Event Management, Outlook, Training, Data Entry, Social Media Marketing, Public Relations, Public Speaking, Team Leadership, Leadership Development, Photoshop, Press Releases, Strategic Planning, Team-oriented, Organizational..., People Skills, Organizational..., Project Planning, Graphic Design, Inventory Management, Event Planning, Management, Community Outreach, Writing
Education
St. Ambrose University 2013 — 2014
Master's degree, Organizational Leadership
St. Ambrose University 2009 — 2012
BA of Business Management
W.E. Boswell High School 2004 — 2007
HUB International September 2014 - Present
Algentis March 2012 - August 2014
Independent December 2005 - February 2012
Amanda's Restaurants January 2005 - December 2010
Niman Ranch 2004 - 2004
Cisco Systems January 2003 - July 2003
Sun Microsystems, Network Storage Software April 2001 - January 2003
Sun Microsystems 1999 - 2000
Sun Microsystems 1997 - 1999
Skills
Strategy, Start-ups, Entrepreneurship, Business Development, Sustainability, Strategic Partnerships, New Ventures, Marketing, Strategic Planning, Social Media, Product Marketing, Business Planning, Management Consulting, Marketing Strategy, Integrated Marketing, Marketing Communications, Sales
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Stanford University 1993 — 1997
B.A.
La Entrada
Menlo School
Ormondale
Carlisle & Gallagher Consulting Group December 2014 - Present
HUB International July 2014 - December 2014
Nationstar Mortgage January 2011 - May 2014
Cotton Patch Cafe August 2009 - December 2010
Skills
Creative Solutions, Corporate Communications, Financial Reporting, Writing, Reading, Written & Oral..., Portfolio Management, Microsoft Office, Social Media, Loan Servicing, Management, Financial Services, Customer Service, Loss Mitigation, Microsoft Excel, Public Speaking, Sales, Mortgage Lending, Analysis, PowerPoint, Leadership
Education
Stephen F. Austin State University 2007 — 2010
Bachelor of Arts, Communication, Journalism, and Related Programs
Zenefits November 2014 - Present
HUB International April 2014 - Present
Sequoia Benefits August 2012 - March 2014
Santa Clara University June 2010 - August 2012
Santa Clara University January 2010 - June 2012
Crimson Consulting June 2011 - August 2011
Santa Clara University September 2010 - June 2011
Santa Clara University Drahmann Advising Center September 2009 - June 2010
Skills
Salesforce.com, Social Media Marketing, Email Marketing, Market Research, Team Leadership, Customer Service, B2B Marketing, B2B eCommerce, Marketing Strategy, Marketing Communications, Event Planning, Lead Generation, Management Consulting, Consumer Behavior, Time Management, Customer Relations, LinkedIn, Employee Benefits, Strategic Negotiations
Education
Santa Clara University 2008 — 2012
Bachelor of Science in Commerce, Marketing
Hub International September 2013 - Present
United Bank October 2008 - June 2013
Skills
Executive Support, Finance, Recruiting, Accounts Payable, Budgets, Insurance, Sales, Invoicing, Administrative..., Customer Service, Marketing, Business Development, Outlook, Data Entry, Time Management
Education
Southeastern Louisiana University 1997 — 1998
Archbishop Chapelle
Liberty Mutual Insurance July 2013 - Present
NPAS 2012 - 2013
Hub International June 2010 - July 2012
Skills
Insurance, Health Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Underwriting, Claim, Employee Benefits, Customer Service, Liability, Risk Management, General Insurance, Casualty, Outlook, Call Centers
Education
Tarrant County College
Hub International July 2013 - Present
Allstate June 2007 - June 2013
Generations Church September 2004 - March 2013
Covenant Church Carrollton March 2002 - June 2004
The CMi GROUP August 1998 - February 2002
Skills
Theology, Discipleship, Preaching, MCITP, ITIL v3 Foundations..., MCT, Public Speaking, Windows Sharepoint..., Windows Server, Teaching, MCSA, MCPD, Microsoft Certified..., Spiritual Direction, SharePoint, Microsoft Exchange, Networking, Customer Service, Project Management, Team Building
Education
Southwestern University 1993 — 1997
Bachelors
Hanover Stone Partners, LLC January 2015 - Present
BRG Risk Advisors January 2010 - Present
Hub International May 2003 - December 2010
PricewaterhouseCoopers LLC March 1996 - September 2004
Skills
Property & Casualty..., Risk Management, Financial Risk, Commercial Lines, Disability Insurance, Insurance, Casualty, Management Consulting, Professional Liability, Workers Compensation, Underwriting, Liability, Mergers, Insurance Brokerage, Enterprise Risk..., Creative Writing, Legal Liability, Mergers & Acquisitions, Reinsurance, Brokers, Commercial Insurance, Claim, Analysis, General Insurance, Claims Management, Life Insurance, Health Insurance, D&O, Employment Practices..., Captives, Executive Management, Financial Services, Risk Analysis, Casualty Insurance
Education
Stonehill College
BS
Moda Health, formerly ODS October 2014 - Present
Kibble & Prentice April 2014 - July 2014
Hub International November 2011 - March 2014
Brown & Brown Insurance of Seattle November 2006 - November 2011
Skills
Brokers, Insurance, Health Insurance, Disability Insurance, Risk Management, Property & Casualty..., Underwriting, Life Insurance, Professional Liability, Commercial Insurance, Commercial Lines, Umbrella Insurance, Employee Benefits, Workers Compensation, Casualty, Account Management, Health Savings Accounts, Customer Service, Marketing, Term Life Insurance, Sales, Benefits Administration, Long-term Care
Education
Shoreline Community College 1999 — 2002
JMB Insurance October 2014 - March 2015
Hub International January 2013 - June 2014
Avalon Benefit Group January 1998 - January 2013
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Health Savings Accounts, Long-term Care, COBRA, Disability Insurance, Health Care Reform, Medicare, Small Business, Human Resources, Brokers, Workers Compensation, Underwriting
Education
Southern Methodist University - Cox School of Business
MBA, Finance/Marketing
University of Notre Dame
Business, Marketing
HUB International August 2015 - Present
B&B PROGRAMS, A Division of Marsh & McLennan Insurance Agency LLC February 2014 - July 2015
Rancho Santa Fe Elementary School September 2013 - February 2014
Color Me Mine, Daly City January 2011 - January 2013
Coach October 2010 - January 2011
Skills
Graphic Design, Development of..., Logo Design, Web Design, Social Media Marketing, Mac, Branding & Identity, Marketing, Sales, Newsletters, Website Development, Facebook, Social Networking, InDesign, Customer Service
Education
San Francisco State University 2009 — 2013
Bachelor of Arts (B.A.), Industrial Arts
Hub International
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Legal Liability, Professional Liability, General Insurance, Brokers, Commercial Lines, Risk Management, Liability, D&O, Casualty, Insurance, Underwriting, Casualty Insurance, Employment Practices..., Captives
Education
San Diego State University-California State University
Bachelor of Science Marketing
Echelon Group Inc July 2015 - Present
Leavitt Group April 2009 - June 2015
Elevation Benefits October 2007 - April 2009
Family Advocate 2005 - 2009
Children's Home Society of Idaho 2005 - 2008
HUB International 2003 - 2007
Leadership Boise 2003 - 2005 2003 - 2005
Emerson Brooks July 1999 - November 2002
Skills
Wellness Programs, Worksite, Group Health, Group Medical, Cafeteria Plans, Health Savings Accounts, Plan Design, COBRA Administration, Group Benefits, Plan Administration, Dental, Defined Benefit, Critical Illness, COBRA, Health Plans, Disability Insurance, Health Insurance, Disease Management, Open Enrollment, FSA, Renewals, Employee Benefits, Benefit Administration, Long-term Care, Accident, HR Consulting, Benefits Administration, Benefits, Wellness, Brokers, Underwriting, Insurance, Term Life Insurance, Managed Care, Health Policy, Medicare, Claim, Property & Casualty..., Commercial Insurance, Professional Liability, Long Term Care Insurance, Legal Liability, Whole Life, General Insurance, Workers Compensation, Small Business, Employee Wellness, Business Planning
Education
Southern Oregon University 1996 — 1998
Bachelor of Arts, Hotel, Motel, and Restaurant Management
Twin Falls High School 1991 — 1994
HUB International January 2015 - Present
Benefit Advisory Group August 2013 - January 2015
Gallagher Benefit Services July 2008 - July 2013
Gallagher Benefit Services 2006 - 2009
Gallagher Benefit Services July 2006 - June 2008
Wright & Percy Insurance July 2002 - July 2006
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Dentistry, COBRA, Employee Wellness, Wellness, Benefits Administration, Workers Compensation, Underwriting, Property & Casualty..., Life Insurance, Human Resources, Claim, Commercial Insurance, Health Care Reform, Health Savings Accounts, Liability, Employee Wellness..., Professional Liability, Reinsurance, Long-term Care, Casualty, Legal Liability, Casualty Insurance
Education
Southeastern Louisiana University 1991 — 1993
Elementary Education
GMFS LLC. December 2011 - Present
HUB International January 2006 - April 2008
Skills
Event Planning, Mortgage Lending, Mortgage Banking, Refinance, FHA, Residential Mortgages, Loans, Loan Origination, Credit, Underwriting, USDA, VA loans, Mortgage Underwriting, Real Estate, FHA financing, VA Loans
Education
Sonoma State University 2000 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JLNY Group LLC September 2013 - Present
Brooks Waterburn Corp. November 2009 - September 2013
Hub International August 2005 - November 2009
Seigerman Mulvey Corp. August 2003 - August 2005
Skills
Property & Casualty..., Commercial Insurance, Brokers, Liability, Insurance, Professional Liability, Workers Compensation, Umbrella Insurance, Marketing
Education
SUNY Empire State College
BA, Social Theory
Suffolk County Community College
HUB International August 2015 - Present
Marsh USA Inc. July 2008 - August 2015
Marsh & McLennan Companies, Inc. July 2012 - March 2014
Marsh August 2006 - July 2008
Aon Risk Services July 2000 - August 2006
Skills
Commercial Insurance, Casualty, Liability, Professional Liability, Underwriting, Claim, Brokers, Property & Casualty..., Insurance, Employment Practices..., General Insurance, Workers Compensation, Reinsurance, Legal Liability, Health Insurance, Employee Benefits, Claims Management, Financial Risk, D&O, Umbrella Insurance, Commercial Lines, Captives, Insurance Brokerage, Risk Management, Casualty Insurance, Personal Lines Auto
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
Associates, Business Management
Hub International September 2011 - Present
Hub International March 2011 - Present
myWMT January 2011 - Present
William Palumbo Insurance Agency Inc. June 1986 - September 2011
Healthtrax Fitness & Wellness January 1983 - June 1986
Skills
Insurance, Workers Compensation, Employee Benefits, Property & Casualty..., New Business Development, Law Firms, Construction, Commercial Insurance, Construction Insurance, Legal Liability, Umbrella Insurance, Professional Liability, Sales, Liability, Relationship Management, Commercial Lines, Casualty, D&O, General Insurance, Inland Marine, Life Insurance, Risk Management, Employment Practices..., Underwriting, Investments, Brokers, Disability Insurance, Long-term Care, Retirement, Retirement Planning, 401k, Term Life Insurance, Long Term Care Insurance, Health Insurance, Financial Planners, Estate Planning, Homeowners, Strategic Financial..., IRAs, Financial Services, Mutual Funds, Wealth Management, Financial Planning
Education
Springfield College 1979 — 1983
Franklin High School 1976 — 1979
HUB International January 2013 - Present
Beneflex Insurance Services February 2012 - November 2012
UCSB September 2011 - December 2011
Neovia Integrated Insurance Services December 2006 - September 2011
Artiste Winery & Tasting Studio 2005 - 2008
Neovia Integrated Insurance Services October 2004 - December 2006
Santa Barbara Family YMCA April 2001 - September 2003
Skills
Employee Benefits, Insurance, Healthcare, Health Insurance, Benefits, Human Resources, HIPAA, COBRA, Section 125 Plans, Life/AD&D, Dental, Vision, Disability Insurance, Account Management, Cost Control, HSAs / HRAs / CDHPs, Client Service, Benefits Administration, Strategy, Health Savings Accounts, Flexible Spending..., Claim, Strategic Planning, Open Enrollment, Employee Wellness, Dentistry, Employee Relations, Marketing, Health Care Reform, Management, Workers Compensation, Leadership, Brokers
Education
University of California, Santa Barbara 2011 — 2011
BA, Sociology
Santa Barbara City College
Associates Degree, Liberal Studies
Hub International September 2011 - February 2012
William Palumbo Insurance Agency May 2003 - August 2011
Professional Dental Associates, Inc November 1998 - June 2000
Symphony Mobilex June 1997 - November 1998
MEDIQ Mobile X-Ray April 1994 - March 1997
Education
Suffolk University
Management
HUB International March 2014 - Present
Hospital Housekeeping Systems February 2008 - February 2014
Austin Mental Health and Retardation Center December 2009 - October 2010
Dream Digs Realty May 2007 - February 2008
GAP August 2005 - September 2006
KFWR 95.9 The Ranch December 2005 - May 2006
KFWR The Ranch September 2004 - February 2005
Skills
Windows - MS Word, MS Excel, MS Outlook, PowerPoint, 60 wpm, 10 Key, Concur, Internet Research, Microsoft Excel, Outlook, Project Planning, Online Research, Office Management, Invoicing, Sales, Accounts Receivable, Salesforce.com, Management, QuickBooks, Healthcare
Education
Tarrant County College 2004 — 2005
Associates Degree, Art
2003Weatherford Community College & McLennan Community College
2006Purvis Real Estate School
TX Real Estate License
Tarrant County College
Associates of Arts
Weatherford College
Univest Insurance June 2013 - Present
Hub International November 2010 - June 2013
Signature Consulting Solutions, LLC October 2009 - November 2010
HUB International, formerly Citizens Clair, Clair Odell Group April 2000 - October 2009
GAB 1980 - 1983
Skills
Insurance, Workers Compensation, Employment Practices..., Professional Liability, General Liability, Commercial Lines, Legal Liability, Leadership, Account Management, Commercial Insurance, Fixed Annuities, Property & Casualty..., Underwriting, Long-term Care, Marketing Strategy, Small Business, Risk Management, Customer Retention, New Business Development, Brokers, Sales, Liability, Life Insurance, Health Insurance, Claims Management, Employee Benefits, Casualty, Umbrella Insurance, CRM, Marketing, General Insurance, Strategy, Disability Insurance, Management, Health Savings Accounts, D&O, Reinsurance, Claim, Term Life Insurance, Property, Relationship Management, Insurance Brokerage, Directors & Officers..., Accident, Surety Bonds, 401k, Liability Analysis, Homeowners, Long Term Care Insurance, Captives
Education
Shippensburg University of Pennsylvania 1975 — 1979
B.S. Business Adm, Sales /Marketing
Springfield HS 1971 — 1975
York & Chapel August 2015 - Present
Avid Marketing Group February 2015 - May 2015
ALDEN image September 2013 - February 2015
Hub International September 2011 - January 2013
Live Nation September 2012 - December 2012
Skills
Marketing Communications, Marketing, Customer Service, Direct Marketing, Sales, Social Networking, Microsoft Office
Education
Southern Connecticut State University
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
HUB International April 2014 - Present
Lillibridge Healthcare Services November 2001 - July 2013
JPMorgan Chase August 2000 - November 2001
Lillibridge Healthcare Services September 1995 - August 2000
Skills
Advanced Microsoft..., Technology, time..., Event Planning, Management, Leadership, Marketing, Administrative..., Proposal Writing, Invoicing, Time Management, Accounting, Mergers & Acquisitions, Outlook, Property Management, Spreadsheets, Process Scheduler, Office Management, PowerPoint, Organizational..., Webinars, Administrative..., Budgets, Customer Service
Education
South Suburban College 1990 — 1995
Paralegal, 4.75
Catholic Health Services August 2014 - Present
Catholic Health Services July 2012 - August 2014
Catholic Health Services October 2007 - July 2012
Hub International May 2007 - October 2007
Skills
Accounts Payable, Accounting, Auditing, Variance Analysis, Budgets, Analysis, Software Documentation, Financial Statements, Internal Audit, Bank Reconciliation, Project Planning, Employee Training, Healthcare, Expenses, Hospitals, General Ledger, GAAP, Account Reconciliation, Accruals, Financial Accounting, Accounts Receivable
Education
State University of New York College at Old Westbury 2002 — 2007
Bachelors, Accounting
HUB International July 2015 - Present
ARAMARK October 2013 - July 2015
ARAMARK September 2012 - October 2013
University of Chicago May 2009 - August 2012
JobBound February 2009 - August 2010
The Drake Hotel September 2007 - November 2008
Sportservice at U.S. Cellular Field July 2005 - September 2007
Gonnella Baking Company October 1997 - July 2005
Skills
Employee Relations, Human Resources, Recruiting, Performance Management, Employee Benefits, New Hire Orientations, Training, Labor Relations, Conflict Resolution, HR Policies, Personnel Management, Onboarding, Talent Management, Hiring, FMLA, Career Development, Talent Acquisition, Organizational..., Resume Writing, Temporary Placement, College Recruiting, Workforce Planning, Management, Interviews, HR Consulting, Leadership Development, Executive Search, Administration, PeopleSoft, HRIS, Employee Engagement, Career Counseling, Succession Planning, Applicant Tracking..., Job Descriptions, Organizational Design, Job Analysis, Leadership, Deferred Compensation, Policy, Payroll, Benefits Administration, Employee Training, Industrial Relations, Employment Law, Organizational..., Technical Recruiting, Performance Appraisal, Conversational ability..., Sourcing
Education
HR Certification Institute 2014 — 2014
Senior Professional in Human Resources Certification
Mediation Skills Inc. 2011 — 2011
Mediation Skills Training
University of Chicago 2000 — 2002
Masters Degree, Social Service Administration
Smith College 1992 — 1996
Bachelors Degree, Sociology major and Italian minor
REM Consulting April 2015 - Present
Jones Brown Inc. April 2011 - March 2015
Hub International May 2010 - April 2011
Hub International February 2008 - May 2010
HKMB January 2000 - January 2008
Peel District School Board October 1998 - June 1999
Skills
Active Directory, VMware, Servers, Windows, Troubleshooting, Data Migration, Technical Staff..., Budget Management, Microsoft Exchange, IT Operations, Disaster Recovery, Data Center, IT Management, IIS, Security, Virtualization, Software Documentation, Team Leadership, Windows Server, Project Management, Leadership, Integration, Project Planning, Management, Insurance, Infrastructure, Information Technology, System Deployment
Education
Sheridan College 1997 — 2000
Mechanical Engineering Technologist, Design and Drafting, Mechanical Engineering Technologist - Design and Drafting
Metropolitan Risk Advisory May 2015 - Present
Bryant Gardens Corporation May 2014 - August 2015
Metropolitan Risk Advisory October 2012 - May 2015
Hub International August 2012 - September 2012
BNC Insurance and Risk Advisors December 2001 - August 2012
Skills
Commercial Lines, Property & Casualty..., Commercial Insurance, Insurance, Umbrella Insurance, Casualty, Employment Practices..., Workers Compensation, Marketing, Professional Liability, Customer Service, Legal Liability, Liability, Sales, New Business Development, D&O, Brokers, General Insurance, Inland Marine, Insurance Brokerage, Excess, Surety Bonds, Underwriting, Casualty Insurance
Education
Westchester Community College 1997 — 2000
Syracuse University 1996 — 1997
White Plains High School 1992 — 1996
HUB International May 2015 - Present
The Holmes Organisation June 2014 - May 2015
Cambridge Insurance Agency LLC February 2011 - June 2014
Skills
Strategic Planning, Social Media, Financial Analysis, Marketing, Marketing Communications, Social Media Marketing, Sales, Financial Modeling, Marketing Strategy, Microsoft Excel
Education
Southern Methodist University 2004 — 2008
Bachelors, Communication
MS 1040 LLC January 2015 - Present
enter:marketing, LLC June 2012 - December 2014
Hauppauge Computer Works October 2011 - June 2012
Hub International July 2011 - October 2011
Skills
Tax, Accounts Payable, Account Reconciliation, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, General Ledger, Journal Entries, Budgets, Accounts Receivable, Invoicing, Cash Flow, Management, Social Media
Education
SUNY Polytechnic Institute 2014 — 2016
Master of Science (M.S.), Accountancy
Siena College 2007 — 2011
Bachelor of Science (B.S.), Accountancy
HUB International February 2014 - Present
Heffernan Insurance Brokers February 2010 - February 2014
Aon Risk Solutions June 2007 - February 2010
Lockton Insurance Brokers August 1997 - June 2007
Skills
Risk Management, Insurance, Surety, Construction, Employee Benefits, Financial Analysis, Workers Compensation, Team Building, Contract Review, Banking, Fitness, Triathlon, Nonprofits, Running, Contract Negotiation, Management, Contract Management, Professional Liability, Property, Solution Architecture, Underwriting
Education
USC 1996 — 1996
Executive Program, Business Administration
Susquehanna University 1981 — 1985
BA, Political Science, Sociology
HUB International April 2015 - Present
Brown & Brown Insurance February 2014 - April 2015
Attorney Outsourcing Support Services July 2012 - January 2014
Syracuse University Food Services August 2009 - May 2012
New York Life-Essential Strategic Partners, Ltd May 2010 - August 2010
Skills
Property & Casualty..., Management, Leadership, Customer Service, Microsoft Office, Research, Social Media, Philosophy, PowerPoint, Public Speaking, Teamwork, Facebook, Microsoft Word, Teaching, Social Networking, Critical Thinking, Spanish, Legal Research, Training, Event Management
Education
Syracuse University 2009 — 2012
Bachelor of Arts (B.A.), Philosophy
Hub International May 2000 - Present
Skills
Leadership Development, Property & Casualty..., Project Management, Project Planning, Software Conversions, Computer Software..., Operations Management, Sales Operations, IT Operations, Mergers & Acquisitions, Acquisition Integration, Technology Integration, Data Integration, Process Integration, Business Analysis, Data Analysis, Financial Analysis, Employee Engagement, Strategic Leadership, General Insurance, Organizational..., Business Strategy, Business Development, Talent Management, Insurance, Commercial Insurance, Sales, Management, Leadership, Customer Service, Workers Compensation, Account Management
Education
University of Wyoming 2013 — 2015
Master of Business Administration (MBA)
University of Wyoming
BS, Buisness Administration
Sheridan College
Associate of Arts (AA), Business Administration and Management, General
Assurant Employee Benefits September 2013 - Present
Hub International November 2012 - July 2013
Dearborn National April 2011 - November 2012
Brokers Insurance Services/ M3 Financial September 2008 - April 2011
J.G. Wentworth January 2007 - September 2008
Skills
Insurance, Marketing, Marketing Communications, Account Management, Direct Marketing, Customer Service, Microsoft Excel, PowerPoint, Fixed Annuities, Outlook, Life Insurance, Direct Mail, Microsoft Office, Project Management, Microsoft Word, Marketing Strategy, Strategic Planning, Vendor Management, Newsletters, Leadership, Risk Management, Sales Management, Employee Benefits, New Business Development, Disability Insurance, Underwriting, Financial Services, Health Insurance, Brokers, Sales, Call Centers, Process Improvement, Relationship Management, Salesforce.com, Long-term Care, Contract Negotiation, Training, Cold Calling, Lead Generation, Team Building, Health Savings Accounts, Management, Finance, Analysis, Sales Operations, Commercial Insurance, Public Relations, Term Life Insurance, Budgets, Human Resources
Education
State University of New York at Oswego 2001 — 2005
Bachelor of Arts, Public Relations
Oneida High School 1997 — 2001
Hub International December 2011 - Present
Gilsbar, Inc. October 2004 - December 2011
Stewart Enterprises April 2002 - October 2004
KPMG August 1999 - April 2002
Skills
Health Insurance, Financial Analysis, Accounting, Employee Benefits, Analysis, Auditing, Strategic Planning, Insurance, COBRA, Healthcare, SEC filings, Health Savings Accounts, Team Building, Management, Disability Insurance, Financial Reporting, Sales, Underwriting, Risk Management, Leadership, Brokers, Life Insurance, Term Life Insurance, Medicare
Education
Southeastern Louisiana University
Masters of Business Administration, Emphasis in Accounting and Management
Southeastern Louisiana University
Bachelor of Science in Accounting, Minor in Management
Hub International January 2008 - Present
HKMB January 2007 - December 2007
Morris & Mackenzie Inc. July 2005 - December 2006
Canadian Northern Shield Insurance Company 2000 - 2005
VanCity Insurance Services Ltd. 1995 - 2000
Skills
Insurance, Commercial Insurance, Liability, Professional Liability, Liability Analysis, Property & Casualty..., Commercial Lines, Legal Liability, Customer Service, Errors & Omissions, D&O, New Business Development, Underwriting, Claim, Negotiation, General Insurance, Casualty, Umbrella Insurance, Employment Practices..., Directors & Officers..., Inland Marine, Excess, Surety Bonds, Insurance Brokerage, Claims Management, Indemnity, Reinsurance, Property Claims, Casualty Insurance
Education
Insurance Institute of Canada
Chartered Insurance Professional
Simon Fraser University
Canadian Risk Management Professional
Willis April 2014 - Present
Hub International March 2009 - April 2014
Frank Crystal & Company November 2004 - June 2008
Marsh December 2002 - November 2004
SESU July 1999 - December 2001
First USA May 1997 - September 1998
American Eagle Group May 1995 - May 1997
USAA October 1984 - June 1991
Skills
Personal Lines, Property & Casualty..., Insurance, Casualty, Underwriting, Legal Liability, Commercial Insurance, Commercial Lines, General Insurance, Liability, Private Collections, Brokers, Claim, Claims Management, Employment Practices..., Excess, Homeowners, Inland Marine, New Business Development, Personal Development, Risk Analysis, Casualty Insurance, D, Disability Insurance, Health Insurance, Life Insurance, Professional Liability
Education
St. Mary's University 1985 — 1989
MBA, Finance
Texas Tech University 1980 — 1984
BBA, Finance
Texas Tech University 1980 — 1984
BBA, Human Resources Management
Abacus Insurance Brokers April 2014 - Present
Netpay Payroll February 2012 - June 2013
HUB International July 2011 - January 2012
Farmers Insurance September 2009 - November 2010
Commonwealth Bancorp May 2005 - December 2009
South Bay Equity Lending 2003 - 2005
Skills
Insurance, Customer Service, Real Estate, Customer Relations, Risk Management, General Insurance, Liability, Financial Planning, Sales Management, Account Management, Microsoft Office, Budgeting, PowerPoint, Casualty, Property & Casualty..., Excel, Credit, Financial Analysis, Umbrella, Loans, Workers Compensation, Life Insurance, Sales, Strategic Financial..., Leadership, Budgets, Microsoft Excel, Umbrella Insurance, Health Insurance
Education
San Diego State University-California State University 1990 — 1993
Business Management, Management
Hub International June 1983 - Present
Skills
Employment Practices..., Property and Casualty..., Professional Liability, Directors & Officers..., Commercial Insurance, Risk Management, Insurance, Casualty, Liability, Umbrella Insurance, Employee Benefits, Legal Liability, General Insurance, Excess & Surplus Lines, Municipalities, Financial Institutions, Surety Bonds, Fiduciary, Inland Marine, Contractors, Licensed Property &..., Casualty Insurance, Life Insurance, Brokers, Underwriting
Education
Sheridan College 1979 — 1982
Associate of Arts (A.A.), Accounting and Business/Management
HUB International January 2015 - Present
HUB International Northeast Limited November 2012 - Present
HUB International November 2012 - Present
Marsh & McLennan December 2003 - November 2012
Frank Crystal & Company May 2007 - February 2009
BWD Group LLC 2002 - 2003
Sterling & Sterling 2000 - 2001
The Blake Agency 1991 - 1992
Adelphi Brokerage 1985 - 1986
Skills
NYS Life, Accident &..., NYS Property & Casualty..., Yachting, Aircraft, Insurance, Property & Casualty..., Commercial Insurance, Brokers, Professional Liability, Underwriting, Liability, Legal Liability, Workers Compensation, Casualty, Risk Management, General Insurance, D&O, Employment Practices..., Claim, Management, Reinsurance, Inland Marine, Umbrella Insurance, Claims Management, Directors & Officers..., Excess, Insurance Brokerage, Business Development, Claims Resolution, Licensed Property, Homeowners, Portfolio Management, Captives, Commercial Lines, Surety Bonds, Life Insurance, Disability Insurance, Casualty Insurance
Education
Suffolk County Community College 1978 — 1981
AAS, Business
High School of Music & Art 1975 — 1977
Regents Diploma, Fine Art, Interior Design
HUB International October 2013 - Present
Connelly, Carlisle, Fields, & Nichols November 2005 - October 2013
Brown & Brown Insurance May 1999 - November 2005
Acordia March 1993 - May 1999
Bouchard Insurance June 1986 - March 1993
Skills
Insurance, Health Insurance, Property & Casualty..., Workers Compensation, Underwriting, Employee Benefits, Life Insurance, Commercial Insurance, Disability Insurance, Account Management, New Business Development, Benefits Administration, Sales, Customer Service, Brokers, Sales Management, Strategic Planning, Health Savings Accounts, Marketing, Coaching
Education
St. Petersburg College 1987 — 1989
AA, General Studies
Hub International December 2007 - Present
Travelers 2005 - 2007
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty Insurance, Liability
Education
Simon Fraser University
Hub International September 2011 - Present
Burns and Wilcox October 2010 - September 2011
Enterprise Rent-A-Car April 2010 - October 2010
Enterprise Rent-A-Car April 2009 - April 2010
Wells Fargo Bank September 2008 - March 2009
Skills
Risk Management, Customer Satisfaction, Insurance Planning, Umbrella, Fine Art, Yachts
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2011
MBA, Business
St. Cloud State University 2006 — 2009
BS, Finance
HUB International June 2015 - Present
Hub International July 2009 - Present
Hub International August 2002 - July 2009
Pathfinder/LL&D April 1994 - August 2002
Skills
Commercial Insurance, Customer Service, Windstorm, Flood Insurance, Notary Public, Automation, Document Management, Organization &..., Personal insurance, Training & Development, Insurance Agency..., Accounts Payable, Employee Training, Underwriting, Training, Insurance, Casualty Insurance, Liability, Brokers, General Insurance, Workers Compensation, Property & Casualty..., Leadership, Professional Liability, Commercial Lines, Management, Umbrella Insurance, Claim, Sales, Claims Management, Software Documentation
Education
Texas A&M University 1986 — 1990
B.S., Sociology /Minor & Specialization in Management
Taylor High School
Momentous Insurance Brokerage, Inc. June 2015 - Present
Hub International February 2012 - May 2015
VA Medical Center West Los Angeles 2007 - 2014
Palladeo 1993 - 2006
Skills
Microsoft Excel, Microsoft Word, Social Media, Customer Service, Financial Analysis, Event Planning, Research, Psychology, Property & Casualty..., Screenwriting, PowerPoint, Social Networking, Film Production, Notary Public, Online Research, Event Management, Production Coordination, Management, Creative Writing, Film
Education
University of California, Los Angeles 2009 — 2011
BA
The UCLA School of Theater, Film and Television 2011 — 2012
Professional Programs Certification
Santa Monica College 2004 — 2009
Everest College- is part of Zenith Education Group December 2013 - Present
Charter College October 2012 - April 2013
All for KIDZ July 2011 - September 2012
Hub International April 2009 - April 2011
US Media Television August 2008 - March 2009
Skills
PowerPoint, Windows, Photoshop, Management, Leadership, Project Planning, Marketing, Human Resources, Interviews, Advertising, Access, Event Planning, Social Networking, Sales Operations, Team Building, Social Media, Team Leadership, Coaching, Recruiting, Customer Satisfaction, Leadership Development, Data Entry, Teamwork, Social Media Marketing, Strategic Planning, Call Centers, Account Management, Cold Calling, Selling, Staff Development, Employee Relations, Negotiation, Analysis, Public Relations, Project Management, Customer Retention, Marketing Strategy, Fundraising, Sales Management, Marketing Communications, Team Management, Office Administration, Market Research, Event Management, Business Development, Training, Sales
Education
Landmark Education
Connecticut School of Broadcasting 2007 — 2007
Certificate, Radio, Television, and Digital Communication
Skagit Valley College 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
HUB International September 2015 - Present
Saratoga National Golf Club April 2013 - August 2015
Skills
Casualty Insurance, Customer Service, Microsoft Office, PowerPoint, Workers Compensation
Education
Springfield College 2008 — 2012
Bachelor of Education (B.Ed.), Physical Education Teaching and Coaching
JPMorgan Chase & Co. July 2015 - Present
HUB International June 2014 - July 2015
QBE Insurance June 2011 - March 2014
Citi July 2007 - December 2010
Skills
Microsoft Office, Citrix, Tracking Solutions, Electronic Payments, Payment Services, Claims Handling, Customer Service, Insurance, Invoicing, General Insurance, Telephone Skills, Accounts Receivable, Banking, Insurance Background, Mortgage Lending, Fannie Mae, VA Loans, USDA, CMS, VLS
Education
Tarrant County College 2008 — 2009
Insurance
Kalev Fitness Solutions July 2014 - Present
Hub International September 2013 - August 2014
30 Minute Hit August 2013 - July 2014
Skills
Insurance, General Insurance, Underwriting, Criminology, Customer Service, Brokers, Personal Training, Kickboxing, Boxing, Social Media, Leadership, Social Media Marketing, Facebook, Marketing, social, Social Networking, Online Publishing, Online Communications
Education
Simon Fraser University
Communication and Media Studies
Loews Corporation April 2015 - Present
Related April 2013 - March 2015
T&H Group Inc. March 2010 - March 2012
Hub International September 2003 - June 2008
Skills
Insurance, Property & Casualty..., Claim, Commercial Insurance, Casualty, General Insurance, Underwriting, Brokers, Liability, Commercial Lines, Workers Compensation, Umbrella Insurance, Negotiation
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2008
MBA, Risk Management
St. John's University, The Peter J. Tobin College of Business 2001 — 2004
BS, Actuarial Science
Nationwide Financial April 2013 - Present
Nationwide Financial February 2009 - April 2013
Wells Fargo 2005 - 2006
Morgan Stanley January 2004 - June 2005
Hub International 2000 - 2003
Bank of America 1997 - 1999
Skills
Mutual Funds, Retirement Planning, Series 7, Sales, Uniform Combined State..., Retirement, Investments, Strategic Planning, Fixed Annuities, Risk Management, Wealth Management, Finance, Portfolio Management, Securities, Financial Services, Banking, Insurance, Mortgage Lending
Education
The University of New Mexico 1989 — 1996
Bachelor of Arts (BA)
San Diego State University-California State University
Transportation Insurance Advisors, LLC May 2012 - Present
Hub International February 2007 - May 2012
Coburn Insurance Agency June 1988 - February 2007
Aetna Life and Casualty June 1986 - June 1988
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Risk Management, Workers Compensation, General Insurance, Casualty Insurance, Legal Liability, Liability, Insurance, Professional Liability, Claim, Strategic Planning, Brokers, Management, Customer Service, New Business Development, Sales, Claims Management, Umbrella Insurance
Education
St. Lawrence University 1982 — 1986
Bachelor of Science (BS), Physics
ACUITY, A Mutual Insurance Company January 2014 - Present
Hub International May 2011 - December 2013
A.N. Ansay & Associates June 2008 - May 2011
Burkhart Heisdorf Insurane 2005 - 2008
Warren Group 2004 - 2005
Aurora BayCare Medical Center 2004 - 2004
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Health Savings Accounts, Account Management, Brokers, Employee Benefits, Voluntary Employee..., Employee Training, Healthcare Management, Human Resources, Term Life Insurance, Health Care Reform, COBRA, Employee Orientations, Design Research, Leadership Development, Marketing Strategy, Business Planning, Presentation Development, PowerPoint development, Microsoft Excel, Workers Compensation, Umbrella Insurance
Education
Silver Lake College
Master's degree, Organizational Management (MOB)
St. Norbert College
Bachelor of Arts, Psychology/Communication
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2012 - Present
Hub International May 2010 - December 2011
Aon Consulting November 1981 - May 2010
Godwins Booke & Dickenson 1993 - 1997
M M & D 1989 - 1992
SW&J/RBH/MM&D 1985 - 1992
Skills
Employee Benefits, Health Insurance, Open Enrollment, Benefits Administration, Account Management, Life Insurance, Strategic Planning, Sales Management, New Business Development, Problem Solving, Manage Client..., Wellness, Marketing Strategy, Voluntary Employee..., Executive Benefit..., Insurance, Management, Workers Compensation, Start-ups, Healthcare, Long-term Care, Health Savings Accounts, Budgets, 401k, Customer Retention, COBRA, Property & Casualty...
Education
Hartnell College
San Francisco State University
Consumer Science
Hub International August 1986 - Present
Skills
Account Management, Brokers, Commercial Insurance, Insurance, Liability, Property, Property & Casualty..., Casualty Insurance, Commercial Lines, Casualty
Education
Sheridan College 1985 — 1986
Business Administration - Accounting
Liberty Mutual Insurance March 2015 - Present
Blackhawk Engagement Solutions, CardLab, Inc. March 2011 - March 2015
CardLab, Inc. March 2011 - October 2012
Miniter Group February 2009 - April 2010
State National Companies July 2005 - February 2009
Fidelity Investments March 2004 - July 2005
Hub International September 2001 - March 2004
Citi February 1997 - July 2001
Skills
Client Service Oriented, Customer Service..., Banking, Commercial Insurance, Credit Cards, Customer Satisfaction, C Suite, Call center start-up, Call Center Development, Call Center..., Off Site Employee..., Collateral Protection..., Call Quality Coaching, Insurance, Protection, Collateral, Coaching, Microsoft Excel, Sales, Training, Vendor Management, Customer Service, Team Building, Account Management, Call Centers, Management, Selling, Human Resources, Access, Outlook, Cold Calling, Customer Retention, Salesforce.com, Networking, Sales Process, CRM, Program Management, Sales Presentations, Leadership, Customer Acquisition, Direct Sales, B2B, Sales Management, New Business Development, Strategic Partnerships, Marketing, Lead Generation, Building Relationships, Sales Operations, Strategic Planning
Education
The University of Dallas
Psycology
Stephen F. Austin State University
Film
Edward Marcus High School 1988 — 1991
Fine Arts
General Growth Properties October 2014 - Present
Lockton Companies January 2014 - June 2014
Hub International November 2011 - December 2013
Susquehanna University September 2010 - April 2011
Zurich Financial Services June 2010 - August 2010
Skills
Social Media, Marketing Communications, Fundraising, Life & Health Insurance..., Microsoft Excel, Microsoft Office, PowerPoint
Education
Susquehanna University 2007 — 2011
Bachelor's, Business Administration and Economics; Global Management emphasis
HUB International August 2014 - Present
Ahern Insurance Brokerage January 2012 - July 2014
Marsh October 2006 - January 2012
ABD 2000 - 2006
Aon 1997 - 1999
Minet 1990 - 1997
Travelers 1987 - 1989
Skills
Professional Liability, D&O, Employment Practices..., Insurance, E&O, Claim, Errors & Omissions, Property & Casualty...
Education
Santa Clara University School of Law 1989 — 1994
JD
Texas A&M University 1983 — 1987
BA
HUB International May 2014 - Present
Butler Burgher, Inc. January 2013 - May 2014
Lincoln Property Company May 2010 - July 2012
David Vaughan Investments 2008 - 2009
Education
Southern Illinois University, Carbondale 2002 — 2007
Bachelor of Applied Science (B.A.Sc.), Speech Communication and Rhetoric
Hub International October 2007 - Present
4travelinsure.com 2002 - Present
West Coast Administrators,Inc 1991 - Present
E J Phelps & Company,Financial and Insurance Services,Inc. June 1972 - October 2007
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Disability Insurance, Commercial Insurance, Management, Property & Casualty..., Dentistry, Health Savings Accounts, Underwriting, Program Management, Leadership, Workers Compensation, Insurance Brokerage, Term Life Insurance, Life Insurance, Long-term Care, Professional Liability, Liability, General Insurance, Accident, Legal Liability, Claim, Reinsurance, Employment Practices..., Casualty, Commercial Lines, D&O, Medicare, Fixed Annuities, Whole Life, Claims Management, Retirement, Retirement Planning, Critical Illness, 401k, Financial Planners, Small Business, Executive Management, Risk Management
Education
San Diego State University-California State University 1960 — 1964
B.S. Business Administration, Finance and Insurance, 3.6
Hub International October 1998 - Present
Risc, Inc October 1997 - October 1998
Skills
Insurance, Commercial Insurance, Employment Practices..., Property & Casualty..., Underwriting, Legal Liability, Casualty, Workers Compensation, Professional Liability
Education
Southern Methodist University 1986 — 1991
BA, Economics
Brown & Brown Insurance March 2015 - Present
HUB International June 2014 - March 2015
Positive Promotions July 2012 - May 2013
News America Marketing (A News Corporation Company) January 2008 - June 2012
Globe Marketing Advertising Distributors November 2006 - December 2007
Globe Marketing Advertising Distributors August 2006 - November 2006
TRAVELSAVERS, Inc March 2005 - August 2006
Cedarhurst Paper July 1998 - March 2005
Skills
Sales, Advertising Sales, Market Research, Advertising, Program Management, Marketing, Management, Direct Mail, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Communications, Online Advertising, Social Media Marketing, Digital Marketing, Account Management
Education
State University of New York College at Old Westbury
B.S. degree, Business Management
State University of New York, Nassau Community College
A.S. degree, Business Administration
Hub International September 2006 - Present
Corus Entertainment 2006 - 2007
Corus Entertainment 2006 - 2007
Skills
Commercial Insurance, Insurance, Photoshop, InDesign, HTML, Illustrator, Telephony, Social Media, Event Planning, Incentive Programs, Commercial Lines, Property & Casualty..., Professional Liability, Underwriting
Education
Sheridan College 2002 — 2005
Business Administration, Marketing
Gordon Graydon
Herb Campbell P.S.
Herb Campbell P.S.
Herb Campbell P.S.
Hub International April 2013 - Present
Liberty Mutual Insurance August 2010 - March 2013
Skills
Property & Casualty..., Insurance, Umbrella Insurance, Life Insurance, Casualty, Term Life Insurance, Underwriting, General Insurance, Whole Life, Fixed Annuities, Health Insurance
Education
Saint Joseph's College 2006 — 2010
Bachelor's degree, Marketing
Figliozzi and Company, CPAs January 2014 - Present
Yehezkel, CPA January 2013 - January 2014
Hub International February 2012 - December 2012
Skills
Financial Reporting, Accounting
Education
State University of New York College at Fredonia 2008 — 2011
Hub International February 1998 - Present
Skills
Active Directory, Citrix, Disaster Recovery, VMware ESX, Servers, VMware, Windows Server, System Administration, Troubleshooting, Vendor Management, IT Management, Virtualization, Storage Area Networks, HP, Computer Hardware, Citrix Metaframe, Risk Management, Data Center, Security, VMware Infrastructure, Antivirus, Networking
Education
Somerset County Technology Institute 1987 — 1990
Washington Crossing Insurance January 2007 - Present
Hub International 2002 - 2006
Education
Spring Garden College 1979 — 1981
Computer science
Hub International March 2011 - Present
The Wall Street Journal October 2009 - July 2010
Assa Abloy Hospitality January 2008 - January 2009
Assa Abloy Hospitality 2003 - 2007
VingCard Elsafe 2003 - 2007
Nichols & Stone 2003 - 2005
Tanglewood Resort 1995 - 2001
Skills
Customer Service, Purchasing, Resource Management, Microsoft Office, Team Leadership, New Business Development, Strategic Planning, Sales Management, Budgets, Project Management, Team Building, Sales, Negotiation, Troubleshooting, Account Management
Education
Southeastern Oklahoma State University 1997 — 2001
BA, Music, Computer Information Systems
Texas Tech University 1992 — 1995
BDO Canada November 2012 - Present
Indigo December 2010 - October 2012
Scotiabank December 2008 - December 2010
Hub International June 2007 - December 2008
Microsoft/VMC Consulting November 2005 - June 2007
Skills
SCCM, Active Directory, Windows Server, Blackberry Enterprise..., Servers, Group Policy, DNS, Windows 7, System Administration, Citrix, VMware, XP, Computer Hardware, Help Desk Support, Operating Systems, Microsoft Exchange, Technical Support, Windows XP
Education
Other
Seneca College of Applied Arts and Technology
HUB International May 2014 - Present
Hub International May 2011 - Present
Education
Southern Methodist University 2001 — 2003
MBA
Texas A&M University 1997 — 1999
BBA
Hub International January 2013 - Present
Southern Insurance February 2012 - January 2013
Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Casualty, Underwriting, Umbrella Insurance, Commercial Lines, Claims Management, Surety Bonds, Workers Compensation, Whole Life, Reinsurance, Professional Liability, Homeowners, Employment Practices..., Casualty Insurance, Inland Marine, Brokers, Liability Analysis, D&O, Risk Management, Excess
Education
Southeastern Louisiana University 2011 — 2012
Marketing Degree, Marketing Research
Southeastern Louisiana University 2007 — 2011
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
HUB International January 2015 - Present
Veredus March 2013 - November 2014
Global Financial Private Capital, LLC April 2011 - November 2012
Hayden Family Practice May 2009 - May 2010
Northwestern Mutual May 2009 - January 2010
Skills
Insurance, Finance, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Asset Managment, Temporary Placement, Technical Recruiting, Talent Acquisition, Marketing, Conducting Interviews, Permanent Placement, Microsoft Office, Qualifying Candidates, Asset Management, Customer Service, Management, Recruiting, Interviews, Information Technology
Education
Southern Methodist University 2006 — 2010
B.A., Environmental Studies and Public Policy
New Venture 2015 - Present
HUB International 2014 - 2015
Algentis 2006 - 2014
ProService Hawaii 2005 - 2006
Xoom 2005 - 2005
Goldman Sachs 2004 - 2004
General Atlantic 2001 - 2003
Salomon Smith Barney 1999 - 2001
Skills
Mergers, Start-ups, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Enterprise Software, Strategic Planning, Corporate Development, Sales, Strategy, Strategic Partnerships, Product Management, Competitive Analysis, Financial Analysis, Due Diligence
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
University of Florida 1994 — 1999
B.S. & M.Acc.
Parker, Smith & Feek March 2015 - Present
Hub International September 2012 - March 2015
Hub International September 2012 - March 2014
Diana Browne Duenkel February 2011 - September 2012
Douglas W. Harrris, Inc., P.S. 2011 - August 2012
Lake Washington School District May 2008 - January 2011
The Issaquah Press August 2007 - December 2007
The Sammi Awards June 2006 - October 2007
Skills
Social Networking, Community Outreach, Non-profits, Fundraising, Volunteer Management, Public Speaking, Event Planning, Program Development, Public Relations, Editing, Social Media, Advertising, Media Relations, Nonprofits, PowerPoint, Press Releases, Customer Service, Microsoft Excel, Newsletters, Budgets, Research, Blogging, Market Research, Strategic Communications, Video Production, Creative Writing, Microsoft Office, Time Management, Marketing Strategy, Marketing
Education
Seattle University 1991 — 1992
MBA Coursework
University of Washington 1980 — 1984
Bachelor of Arts (B.A.), Communications
Gunn, Steers & Company, LLC April 2013 - Present
Gunn, Steers & Company August 2009 - April 2013
Hub International April 2005 - August 2009
Marsh July 2003 - April 2005
Skills
Insurance, Licensed Property &..., Insurance Brokerage, Underwriting, Risk Management, Sales, Claims Handling, Customer Service, Marketing Strategy, Marketing, New Business Development, Homeowner Claim..., Licensed Life & Health..., Small Business, Residential Homes, Boat & Yacht Insurance
Education
Saint Lawrence University 1999 — 2003
Bachelor of Science (BS), Sociology
Rye High School 1995 — 1999
Hub International HR DirectorHub International2007 - Present
Hub International Northeast 2007 - Present
Deloitte 2000 - 2007
Deloitte & Touche 2000 - 2007
BNP Paribas 1994 - 1997
Weil Gotshal and Manges 1988 - 1992
Skills
Employee Relations, Benefits Administration, Onboarding, Performance Management, Insurance, Employee Benefits, Talent Management, Personnel Management, Succession Planning, Deferred Compensation, Management, Talent Acquisition, HRIS, Workers Compensation, FMLA, Leadership, Human Resources, Technical Recruiting, Recruiting, Workforce Planning
Education
Stony Brook University 1977 — 1981
HUB International August 2014 - Present
Insurance Office of America December 2011 - June 2014
Tanenbaum Harber Insurance Group of FL April 2003 - November 2011
DeWitt Stern Group October 1981 - March 2003
Skills
Entertainment, Theatre, Television, Film, Festivals, Production, Event Management, Marketing, Insurance, Social Media, Legal Liability, Property & Casualty..., Event Planning, Umbrella Insurance, Workers Compensation, Advertising, Sales, Public Relations, Health Insurance, Commercials, Feature Films, Underwriting, Liability, Commercial Insurance, General Insurance, Commercial Lines, Professional Liability, Casualty, Management, D&O, Inland Marine, Directing, Employment Practices..., Excess, Reinsurance, Production Managment, Entertainment Industry, Stage Management, Voice Over, Publicity, Screenwriting, Singing, Musical Theatre, Acting, Concerts, Media Production, Live Events, Comedy, Music, Performing Arts
Education
Insurance College of PA & New York 1974 — 1988
Insurance
Herbert Bergoff Studios- School of Acting 1978 — 1981
Acting, musical theater and dance
Philadelphia college of perf arts 1973 — 1975
theater
Temple University 1973 — 1974
Little FLower HS 1968 — 1972
Hub International 2012 - Present
Hub International 2005 - 2012
Hub International 2003 - 2005
Marsh July 2001 - March 2003
Skills
Licensed Property &..., Risk Management, Real Estate Insurance, Employee Benefits, Personal Insurance..., Life Insurance, Workers Compensation, Professional Liability, General Insurance, Employment Practices..., Health Insurance, E, Mergers, Commercial Real Estate, Technology E, Surety Bonds, Homeowners, Contract Negotiation
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2001
Marketing and Finance
HUB International October 2014 - Present
Corporate Synergies Group January 2009 - October 2014
Norman J. Michaels & Associates January 2008 - December 2008
The Valley Group June 2006 - January 2008
Banc of America Corporate Insurance Agency March 2002 - June 2006
Performax 1996 - 2002
Skills
Account Management, Benefits Administration, Brokers, COBRA, Customer Retention, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Healthcare, Insurance, Life Insurance, Management, Sales, Sales Management, Selling, Strategic Planning, Underwriting, 401k, Health Care Reform, Long-term Care, ERISA
Education
Siena College 1990 — 1994
Bachelor of Science (BS), Finance, General
HUB International February 2015 - Present
HUB International Northeast December 2000 - Present
Great-West Life March 2000 - December 2000
Allmerica Financial March 1994 - March 2000
Macys 1992 - 1994
Skills
Health Insurance, Employee Benefits, Life Insurance, FMLA, Benefits Administration, Legal Liability, Disability Insurance, Claim, Risk Management, Healthcare Reform, Client Service, Health Savings Accounts, Workers Compensation, Client Services, COBRA, Health Care Reform, Managed Care, Commercial Insurance, Deferred Compensation, Insurance
Education
Saint Joseph's College
BS, Business Administration
Smithtown HS East
Hub International July 2003 - Present
HUB International Texas, Inc. July 2003 - Present
Wm. Rigg Co. July 2003 - August 2007
MPA Foundation 1997 - 2002
Skills
Insurance licensing, Insurance, Management, Property & Casualty..., Brokers, Employee Benefits, Commercial Insurance
Education
Tarrant County College 1972 — 1974
AA, Psychology, Sociology
Hub International May 2008 - Present
Education
Southeastern University
Brooks Waterburn Corp. August 2009 - Present
Hub International 2002 - 2008
Hub International 2002 - 2008
Education
Suffolk County Community College 2000 — 2006
AA, English
SUNY Empire State College
Bachelors of Arts, Social Theory
Hub International 2002 - Present
Skills
Business Development, Marketing, Commercial Insurance, Social Media, Team Building, Public Speaking, Professional Services, Customer Service, Nonprofits, Social Networking, Microsoft Office, Social Media Marketing, Insurance, Art
Education
Smith College 1990 — 1994
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
University of Michigan 1992 — 1993
Willis Canada Inc. April 2002 - Present
Hub International 1999 - 2002
Biggs Evans Phillips & Martin 1996 - 2001
Skills
Professional Liability, Property & Casualty..., Commercial Lines, General Insurance, Casualty, Brokers, Commercial Insurance, Underwriting, Liability, Legal Liability, Insurance, D&O, Reinsurance, Inland Marine, Claims Management, Directors & Officers...
Education
Seneca College of Applied Arts and Technology
Farmers Mutual Fire Insurance Co. July 2010 - Present
Barfoot Associates / Diane Turton, Realtors June 2008 - December 2010
Hub International March 2006 - June 2008
Weichert Insurance Agency November 2000 - July 2005
Ryers Agency 1990 - 1997
Crum & Forster 1985 - 1990
Fireman's Fund 1975 - 1983
Education
St. Francis University 1966 — 1970
History-- Secondary Education
HUB International September 2015 - Present
Insurance Associates of the Southwest 2010 - August 2015
Lifetime Fitness 2006 - 2013
Local Independent Insurance Agency 2008 - 2010
Skills
Insurance, Surety Bonds, Contract Evaluation, Negotiation, Employee Benefits, Contractual Risk..., Consulting, Strategic Thinking, Construction Industry, Product Liability, Liquor Liability, Foreign Risk, Oil & Gas Services, Contract Negotiation, Customer Service, Staffing Services, Wholesale Operations, Restaurants, Estate Planning, Property & Casualty..., Commercial Insurance, Workers Compensation, Life Insurance, Account Management, Real Estate, Time Management, Construction, Sales, Liability, Finance, Health Insurance, Small Business, Underwriting, Investments
Education
Stephen F. Austin State University
BBA '05, Marketing
HUB International March 2015 - Present
Crystal & Company May 2011 - March 2015
Frenkel & Co., Inc. August 2009 - May 2011
FFP Insurance Services January 2005 - August 2009
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Casualty, Commercial Lines, Brokers, Underwriting, Employment Practices..., Liability, D&O, Workers Compensation, Umbrella Insurance, Legal Liability, Risk Management, Casualty Insurance, General Insurance
Education
The Ohio State University 2000 — 2004
B.A.
Seton Hall University
Marketing
Virtual Fantasy League June 2015 - Present
Hub Financial February 2006 - September 2015
Investment Planning Counsel March 2006 - August 2013
Hub International January 2005 - December 2012
Sun Life Financial May 2002 - January 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Life Insurance, Business Analysis, Disability Insurance, General Insurance, Risk Management, Critical Illness, Underwriting, Health Insurance, Retirement Planning, Investments, Mutual Funds, Financial Services, Financial Planning, Small Business
Education
Simon Fraser University 1995 — 2000
Bachelor of Arts (B.A.), Economics
HUB International January 2014 - Present
Skills
Property & Casualty..., Claim, Liability, Casualty, Customer Service, Litigation Management, Legal Liability, Claims Management, Casualty Insurance, Liability Analysis, Leadership, Insurance
Education
Siena College 1999 — 2003
B.S., Marketing and Management
RSR Corporation November 2014 - Present
Hub International January 2014 - October 2014
Marsh October 2007 - December 2013
Skills
Property & Casualty..., Public Speaking, Commercial Insurance, Workers Compensation, Professional Liability, Claim, Claims Management, Insurance, Risk Management, Claims Handling, Legal Liability, Financial Risk, Litigation Management, Liability, Commercial Lines, Workers' Compensation..., Claim Investigation, Liability Analysis, Casualty, Employment Practices..., Brokers, General Insurance, Casualty Insurance
Education
St. Ambrose University 1996 — 1997
MBA
St. Ambrose University 1992 — 1995
Bachelor of Science (B.S.), Psychology
Allianz Global Corporate & Specialty (AGCS) March 2015 - Present
Firemans Fund Insurance Company 2008 - March 2015
HUB International 2003 - 2008
Clair Odell Group 2001 - 2003
Marsh 1998 - 2001
Sedgwick Global New York 1994 - 1998
Skills
Insurance, Property, Commercial Insurance, General Insurance, Brokers, Liability, Commercial Lines, Casualty, Workers Compensation, Professional Liability, Legal Liability, D, Umbrella Insurance, Leadership, Strategy, Insurance Brokerage, Business Planning, Strategic Planning, Management, Account Management, CPCU, Captives, Claims Management, Employment Practices..., Excess, Inland Marine, New Business Development, Property, Reinsurance, Risk Management, Sales Management, Underwriting, Property & Casualty..., D&O, Casualty Insurance
Education
Temple University - Fox School of Business and Management 1988 — 1994
BBA, Finance/Risk Management
Hub International January 2014 - Present
Pinnacle Insurance Partners June 2012 - January 2014
National Employee Benefits Solutions March 2011 - June 2012
National Employee Benefits Solutions November 2004 - June 2012
Blue Care Network June 1996 - April 2004
Skills
Health Insurance, Medicare, Benefits Administration, Employee Benefits, Insurance, Health Care Reform, COBRA, Health Savings Accounts, Disability Insurance, Managed Care, Commercial Insurance, HIPAA, Workers Compensation, Life Insurance, Account Management, Customer Service, Data Entry, Claim, Human Resources, Underwriting, Long-term Care, Term Life Insurance, Customer Retention, Flexible Spending..., Property & Casualty...
Education
Spring Arbor University 2001 — 2003
Bachelors in Management and Organizational Development, Management
Hub International January 2000 - May 2012
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Brokers, Employee Benefits, Underwriting, Insurance, Commercial Insurance
Education
State University of New York at Stony Brook 1992 — 1996
BS-Biology
Mineola High School - Garden City Pk, NY 1988 — 1992
Strategic Comp April 2012 - Present
Hub International March 2009 - May 2012
Liberty Mutual Insurance April 2004 - March 2009
Liberty Mutual Insurance January 2001 - April 2004
Education
Tulane University 1989 — 1990
B.A., Social Sciences
Southeastern Louisiana University 1985 — 1989
Marketing
Archbishop Rummel 1980 — 1985
EmploymentGroup February 2008 - Present
Hub International January 1995 - March 2006
Skills
Accounts Payable, Accounts Receivable, Accounting, Payroll, Journal Entries, Billing, Data Entry, Excel, General Ledger, Timely, Cash Receipts, Reconciliation, Outlook, Expenses, Bookkeeping, Account Reconciliation, Microsoft Excel, Invoicing, Bank Reconciliation
Education
Siena Heights University 1994 — 1996
Bachelors, Accounting
HUB International February 2014 - Present
Kohl's Department Stores July 2009 - Present
Brown, Richardson & Rowe, Landscape Architects and Planners July 2012 - March 2013
The Trust for Public Land May 2008 - July 2012
The Trust for Public Land November 2002 - July 2012
The Trust for Public Land November 2002 - July 2012
Town of Marshfield September 1986 - June 2002
Relocation Resources, Inc (Norwell, MA) June 1982 - December 1983
Skills
Event Planning, Grant Writing, Community Outreach, Fundraising, Administrative..., Office Management, Executive Support, Executive Level..., Microsoft Excel, Microsoft Word, Research, Editing, Volunteer Management, Notary Public, Customer Service, Grants, Executive Calendar..., Executive Administrative, Office Equipment..., Multi-line Phone, Supply Ordering, Non-profits, Philanthropy, Donor Engagement, Individual Donor..., Donor Prospecting, Donor Communication, Donor Acquisition, Visual Merchandising, Invoicing, Nonprofits, Payroll, Training, Proposal Writing
Education
Marshfield High School
College Prep
Springfield College
Stonehill College
BA, Child Development
HUB International 2014 - Present
HKMB HUB International 2002 - 2014
Imperial Oil 2000 - 2002
Aon Reed Stenhouse 1995 - 2000
Skills
Auto Dealerships and..., Manufacturing, Religious Organizations, Pharmacists, Steel, Marine Insurance, Sports Coaching, Film Production, Construction, Insurance Law, Commercial Insurance, Claims Management, Property & Casualty..., Risk Analysis, Risk Management, Enterprise Risk..., Insurance, Professional Liability, Casualty, Legal Liability, General Insurance, Liability, Claim, Brokers, D&O
Education
University of Toronto 2006 — 2007
CRM
Insurance Institute of Ontario 1998 — 2013
CIP, FCIP
Insurance Brokers Association of Canada 1996 — 1998
CAIB
York University
RIBO
Level 2 RIBO License
Seneca College of Applied Arts and Technology 1994 — 1995
HUB International February 2015 - Present
Hub International September 2013 - February 2015
The Manuel Lujan Agencies September 2004 - September 2013
Skills
Leadership Development, Team Building, Strategic Planning, Project Management, Risk Management, Training, Sales, Health Insurance, Employee Benefits, Workers Compensation, Insurance, Coaching, Business Process, Commercial Insurance, Property & Casualty...
Education
University of Phoenix 1996 — 1998
MBA, Busines Administration
San Francisco State University 1975 — 1979
BA, Social Sciences
HUB International January 2015 - Present
MMZ Associates, Inc. 2007 - December 2014
Hertz Claims Management 1997 - 2007
Skills
Underwriting, Commercial Insurance, Management, Risk Management, Insurance, Property & Casualty..., Business Development, Human Resources, Customer Service
Education
Seton Hall University 1985 — 1989
Bachelor of Science (BS), Finance, General, A
Hub International January 2004 - Present
Business Governmental Insurance Agency/Albiez January 2000 - January 2004
Allied Specialty Insurance, Inc. January 1995 - January 2000
Sharon Agency January 1992 - January 1995
Empire/Allcity Insurance Group January 1989 - January 1992
Skills
Property & Casualty..., Financial Institutions, Risk Analysis, Insurance, Workers Compensation, Casualty, Underwriting, Commercial Insurance, Commercial Lines, Brokers, Risk Management, General Insurance, Liability, Umbrella Insurance, Legal Liability, Professional Liability, Employment Practices..., Excess, Inland Marine, Casualty Insurance
Education
The College of Insurance (currently St. Johns) 1986 — 1990
Bachelors, Business
CPCU Society
CPCU, ARM
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
AssuredPartners of Colorado January 2010 - Present
UMB Insurance August 2008 - December 2009
Hub International February 2005 - July 2008
Hub International February 1998 - February 2005
KeyCorp Insurance Mangement Group January 1995 - February 1998
minnesota mutual 1988 - 1992
Skills
Insurance, Management, Property & Casualty..., Account Management, Commercial Insurance, Strategic Planning, Employee Benefits, Risk Management, Business Development, Analysis, Sales, Contract Negotiation, Mergers & Acquisitions, Operations Management, Sales Management, Leadership, Financial Analysis, Customer Service
Education
The University of Akron 1995 — 1998
MBA, Management
St. Olaf College 1982 — 1986
BA, Economics, Mathematics
Hub International January 1996 - Present
Noel/Greaves Inc. September 1985 - January 1996
Education
The University of Texas at Arlington - College of Business 1972 — 1981
Accounting
Tarrant County College 1966 — 1968
MATH AND ACCOUNTING
Texas Tech University 1963 — 1964
Liberal Arts
Arlington Heights high School 1960 — 1963
Science
HUB International November 2014 - Present
RBC Royal Bank July 2004 - April 2014
RBC May 2012 - October 2012
EDS Group September 2001 - July 2004
INTRIA Items Inc. June 2000 - September 2001
CIBC January 1993 - June 2000
Education
University of Toronto - New College 1996 — 2001
Honours B.A.
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2001 — 2004
Specialized Honours
Sheridan College 2005 — 2010
Certificate
University of Windsor
Certificate
Hub International October 1996 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas September 1977 - July 1996
Skills
HR Policies, Employee Benefits, Employee Wellness, Life Insurance, HMO, Health Insurance, PPO, Self-insured, Self-funded, COBRA, Health Care Reform, Cafeteria Plans, Insurance, Workers Compensation, Disability Insurance, Brokers
Education
The College of Santa Fe 1998 — 1999
Business Administration and Management, General
Albuquerque TVI 1976 — 1978
Business, Management, Marketing, and Related Support Services
Hub International September 2008 - Present
Diversified Insurance Services January 2004 - September 2008
Education
St. Ambrose University 1988 — 1992
Aon Hewitt January 2014 - Present
Patheon Inc. September 2012 - June 2013
Supply Technology, Inc. 2010 - 2012
Supply Technology, Inc. 2010 - 2012
Alberto Culver April 2010 - May 2010
Hub International April 2004 - February 2009
Skills
Insurance, Accounting, Financial Reporting, Customer Service, Accounts Payable, Accounts Receivable, Talent Acquisition, Employee Benefits, Workers Compensation, Health Insurance, Property & Casualty..., Account Reconciliation, Budgets, Software Documentation, Microsoft Excel, Payroll, Tax, General Ledger, Human Resources, Team Building, Invoicing, Employee Relations, Time Management
Education
Sheridan College 2006 — 2007
Administration Certificate, Accounting
Hub International September 2013 - Present
EXL Service August 2011 - September 2013
The Hanover Insurance Group November 2010 - August 2011
Fidelity Investments May 2010 - September 2010
Fidelity Investments January 2010 - April 2010
Fidelity Investments October 2009 - December 2009
Central New England Distributors October 2008 - September 2009
Skills
Customer Service, Workers Compensation, Business Analysis, Training, Account Management, Analysis, Process Improvement, Insurance, Property & Casualty..., Commercial Lines DMV, General Insurance, Customer Satisfaction, Analytics, Outsourcing, Recruiting, Brokers, Commercial Insurance, Liability, Underwriting, Commercial Lines Auto
Education
Southern New Hampshire University 2007 — 2008
Marketing/Advertising
Chester College Of New England 2005 — 2008
Interdisciplinary Arts/Graphic Design
HUB International July 2015 - Present
Algentis, A HUB International Company September 2014 - July 2015
Algentis October 2011 - September 2014
International Lease Finance Corporation June 2010 - July 2011
Law Offices of Steven J. Kaplan June 2009 - April 2010
Global Green USA January 2009 - May 2009
University of Southern California May 2006 - May 2009
USC Transportation Services Guest Services October 2005 - February 2006
Education
University of Southern California 2005 — 2009
B.A., Social Sciences (Psychology), Business Law
Seabury Hall 2001 — 2005
High School Diploma
Stanford University 2004 — 2004
Hub International March 2012 - Present
JMB Insurance March 2011 - March 2012
Willis October 1998 - March 2011
Thilman & Filippini/Willis 1998 - 2010
Education
St. Joseph's College (IN) 1985 — 1989
BS & BBA, Mathematics, Marketing
St. Mary's
Willis January 2007 - Present
Willis of Pennsylvania, Inc. 2007 - Present
Hub International 2002 - 2007
USI Insurance Services 1999 - 2002
TRX Insurance Services 1996 - 1999
USF+G 1993 - 1996
Penn Mutual 1992 - 1993
Aetna Life and Casualty 1987 - 1992
Education
Middle Township
Richard Stockton College of New Jersey
Bachelor of Science (BS)
Hub International April 1983 - Present
HUB International of California 1983 - Present
Skills
D&O, Commercial Insurance, Liability, Workers Compensation, Umbrella, Property & Casualty..., Professional Liability
Education
San Diego State University-California State University 1972 — 1975
Bachelor of Science, Insurance
Jumbleberry April 2013 - Present
Jumbleberry April 2012 - April 2013
Jumbleberry August 2011 - April 2012
Hub International July 2010 - July 2011
De Lage Landen January 2008 - June 2010
Skills
Employee Benefits, Risk Management, Property & Casualty..., Brokers, Sales Management, Workers Compensation, Underwriting, Wealth Management, Investments, Advertising, Finance, Strategic Financial...
Education
Sheridan College 2006 — 2010
Business Finance
Hub International August 2011 - Present
SEBS of Louisiana December 2008 - July 2011
Education
Southeastern Louisiana University 2005 — 2008
Bachelor, Finance
Hub International
Skills
Insurance
Education
Sauder School of Business
Hub International April 2004 - Present
Sterling & Sterling July 2002 - April 2004
Skills
Underwriting, Health Insurance, Workers Compensation, Customer Service, Sales Management, New Business Development, Excess, Commercial Insurance, Marketing, Casualty Insurance, Property & Casualty..., Brokers, Professional Liability, Legal Liability, Liability, Insurance, Umbrella Insurance, General Insurance, D&O, Insurance Brokerage
Education
South Shore Business School
Business Administration and Management, General
Suffolk County Community College - Property & Casualty Courses
Property and Casualty Insurance Courses
Hub International March 2013 - Present
Corona Parks and Recreation November 2010 - March 2012
Sears Holdings Corporation June 2011 - August 2011
Big 5 Sporting Goods October 2007 - October 2009
Stater Bros. Market October 2006 - July 2007
Skills
Accounts Payable, Management, Training, Customer Service, Sales
Education
University of California, Riverside 2010 — 2012
Bachelor of Science (BS), Financial Economics
Santa Barbara City College 2007 — 2010
Associate's degree, Business Administration and Economics
ALA Consulting, LLC April 2013 - Present
Tulane University August 2013 - January 2014
PwC August 2012 - April 2013
Hub International 2011 - 2012
Ernst & Young 2009 - 2011
Skills
CPA, Claim Investigation, Agriculture, Internal Audit, Auditing, Fraud, Financial Modeling, Forensic Analysis, Accounting, Tax, GAAP, Certified Fraud Examiner, Assurance, Microsoft Excel, Financial Analysis, External Audit, Financial Accounting, Forensic Accounting, Finance, Analysis, Financial Statements
Education
Southern Methodist University
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Accounting
Riviera Insurance Services, LLC January 2014 - Present
Hub International 2010 - 2013
Ogilvy-Hill Insurance August 1996 - December 2009
Skills
Microsoft Excel, Microsoft Word, Sagitta, Benefitpoint, TAM
Education
Santa Barbara City College 1978 — 1980
Associates Degree, Early Childhood Education and Teaching
University of California, Santa Barbara 1972 — 1976
Bachelor of Arts (BA), Anthropology