Kelley & Swain, Inc.
Industry: Company
DescriptionFounded: 1992 Parent organization: Edgewood Partners Insurance Center, Inc.
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Kelley & Swain, Inc. Employees
Employee
Years
Job
Industry
Jared Fraga Jared Fraga's Kelley & Swain, Inc. Experience June 2002 - July 2006
Job Partner/Operator at Expo Tack
Industry Consumer Goods
Experience
Expo Tack November 2010 - Present
Zinfandel Grille August 2006 - November 2012
Kelley & Swain, Inc. June 2002 - July 2006
Skills
Flexibility, Event Management, Customer Service, Customer Satisfaction, Customer Retention, Highly personable, Communication Skills, Learning Quickly, Organization, Crisis Management, Analytic Thinking, Critical Thinking, Strategic Thinking, Public Relations, Marketing Communications, Marketing, Product Cost Analysis, Determination, Loyal, Superior Work Ethic, Multi Tasking, Media Relations, Work Well Independently, Works well in a team, Timely Decision Making, Decisiveness, Creativity, Creative Problem Solving, Creative Solutions, Creative Services, Open Minded, Adaptability, Oral & Written..., Constant Contact
Education
California State University-Sacramento 2006 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
American River College
Associate of Arts (A.A.)
Expo Tack November 2010 - Present
Zinfandel Grille August 2006 - November 2012
Kelley & Swain, Inc. June 2002 - July 2006
Skills
Flexibility, Event Management, Customer Service, Customer Satisfaction, Customer Retention, Highly personable, Communication Skills, Learning Quickly, Organization, Crisis Management, Analytic Thinking, Critical Thinking, Strategic Thinking, Public Relations, Marketing Communications, Marketing, Product Cost Analysis, Determination, Loyal, Superior Work Ethic, Multi Tasking, Media Relations, Work Well Independently, Works well in a team, Timely Decision Making, Decisiveness, Creativity, Creative Problem Solving, Creative Solutions, Creative Services, Open Minded, Adaptability, Oral & Written..., Constant Contact
Education
California State University-Sacramento 2006 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
American River College
Associate of Arts (A.A.)
Raymond Dussault Raymond Dussault's Kelley & Swain, Inc. Experience 2003 - 2007
Job Benefits Consultant at Tevis Insurance Solutions
Industry Insurance
Experience
Tevis Insurance Solutions December 2013 - Present
33 North Promotions April 2010 - Present
Stemler, McTighe & Lewis May 2011 - May 2013
Kelley & Swain, Inc. 2003 - 2007
Kelley & Swain, Inc. 2003 - 2007
Kelley & Swain, Inc. 2003 - 2007
Skills
Leadership, Insurance, Marketing Strategy, Marketing, Strategic Planning, Management, New Business Development, Business Development, Marketing Communications, Sales, Film Production, Account Management, Social Media Marketing, Customer Service, Social Media, Sales Management, Microsoft Office, Advertising
Education
California State University-Sacramento 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
Tevis Insurance Solutions December 2013 - Present
33 North Promotions April 2010 - Present
Stemler, McTighe & Lewis May 2011 - May 2013
Kelley & Swain, Inc. 2003 - 2007
Kelley & Swain, Inc. 2003 - 2007
Kelley & Swain, Inc. 2003 - 2007
Skills
Leadership, Insurance, Marketing Strategy, Marketing, Strategic Planning, Management, New Business Development, Business Development, Marketing Communications, Sales, Film Production, Account Management, Social Media Marketing, Customer Service, Social Media, Sales Management, Microsoft Office, Advertising
Education
California State University-Sacramento 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
James Macnair James Macnair's Kelley & Swain, Inc. Experience 2007 - 2009
Job Vice President of Business Development at EPIC
Industry Insurance
Experience
Edgewood Partners Insurance Center (EPIC) January 2008 - Present
Kelley & Swain, Inc. 2007 - 2009
Aflac April 2007 - January 2008
Vector Marketing August 2002 - May 2004
Skills
New Business Development, Client Development, Relationship Marketing, Customer Retention, Social Media Marketing, Business Development, Sales Process, Cold Calling, Lead Generation, Strategy, Contract Negotiation, Time Management, Start-ups, Sales Presentations, Customer Experience, B2B, Market Research, Coaching, Leadership, Sales, Strategic Planning, Employee Benefits, Team Building
Education
California State University-Monterey Bay 2002 — 2007
Bachelor of Science in Business Administration (BSBA), Business, Marketing, Accounting
Colfax High
Edgewood Partners Insurance Center (EPIC) January 2008 - Present
Kelley & Swain, Inc. 2007 - 2009
Aflac April 2007 - January 2008
Vector Marketing August 2002 - May 2004
Skills
New Business Development, Client Development, Relationship Marketing, Customer Retention, Social Media Marketing, Business Development, Sales Process, Cold Calling, Lead Generation, Strategy, Contract Negotiation, Time Management, Start-ups, Sales Presentations, Customer Experience, B2B, Market Research, Coaching, Leadership, Sales, Strategic Planning, Employee Benefits, Team Building
Education
California State University-Monterey Bay 2002 — 2007
Bachelor of Science in Business Administration (BSBA), Business, Marketing, Accounting
Colfax High
Eric Frazer, GBDS Eric Frazer, GBDS's Kelley & Swain, Inc. Experience April 2002 - March 2008
Job Insurance and Impact
Industry Insurance
Experience
Del Oro High School June 2015 - Present
ACED (Alliance for Compassion and Education Development) May 2015 - Present
Education Protector from EPIC March 2014 - Present
EPIC Insurance Brokers & Consultants March 2008 - Present
San Ramon Valley High School April 2013 - May 2014
Granite Bay High School April 2010 - March 2013
Kelley & Swain, Inc. April 2002 - March 2008
Skills
Disability Insurance, Health Insurance, Insurance, Employee Benefits, Property & Casualty..., Brokers, Health Savings Accounts, Term Life Insurance, Investments, Life Insurance, Workers Compensation, Underwriting, Commercial Insurance, Team Building, General Insurance, Liability, Sales, Retirement, Leadership, Long-term Care
Education
California State University-Sacramento 1998 — 2002
Finance, Business
Jesuit 1992 — 1996
Del Oro High School June 2015 - Present
ACED (Alliance for Compassion and Education Development) May 2015 - Present
Education Protector from EPIC March 2014 - Present
EPIC Insurance Brokers & Consultants March 2008 - Present
San Ramon Valley High School April 2013 - May 2014
Granite Bay High School April 2010 - March 2013
Kelley & Swain, Inc. April 2002 - March 2008
Skills
Disability Insurance, Health Insurance, Insurance, Employee Benefits, Property & Casualty..., Brokers, Health Savings Accounts, Term Life Insurance, Investments, Life Insurance, Workers Compensation, Underwriting, Commercial Insurance, Team Building, General Insurance, Liability, Sales, Retirement, Leadership, Long-term Care
Education
California State University-Sacramento 1998 — 2002
Finance, Business
Jesuit 1992 — 1996
Richard Gillespie Richard Gillespie's Kelley & Swain, Inc. Experience January 2004 - November 2004
Job Owner, Connect It Data Systems
Industry Information Technology and Services
Experience
Connect IT Data Systems November 2004 - Present
Kelley & Swain, Inc. January 2004 - November 2004
CAPITAL NETWORK SOLUTIONS March 2000 - December 2003
Comtek Computer Systems 1997 - 2000
Skills
Business Analysis, Virtualization, Citrix, WAN, Windows Server, System Administration, Cisco Technologies, TCP/IP, Disaster Recovery, Management, Servers, Information Technology, VPN, IT Service Management, VMware, DNS, Firewalls, Integration, Leadership, Customer Service, Security, Routers, Cloud Computing, VoIP, Solution Selling, SAN, Telecommunications, Hardware, Computer Hardware, Active Directory, Troubleshooting, IT Operations, Networking, SaaS, Managed Services, Small Business, Software Project..., Professional Services, IT Management, Data Center, Windows, Wireless Networking, Help Desk Support, Network Design, HP, Storage, Software Documentation, SharePoint, Network Administration, Linux
Education
University of Phoenix 1999 — 2002
Connect IT Data Systems November 2004 - Present
Kelley & Swain, Inc. January 2004 - November 2004
CAPITAL NETWORK SOLUTIONS March 2000 - December 2003
Comtek Computer Systems 1997 - 2000
Skills
Business Analysis, Virtualization, Citrix, WAN, Windows Server, System Administration, Cisco Technologies, TCP/IP, Disaster Recovery, Management, Servers, Information Technology, VPN, IT Service Management, VMware, DNS, Firewalls, Integration, Leadership, Customer Service, Security, Routers, Cloud Computing, VoIP, Solution Selling, SAN, Telecommunications, Hardware, Computer Hardware, Active Directory, Troubleshooting, IT Operations, Networking, SaaS, Managed Services, Small Business, Software Project..., Professional Services, IT Management, Data Center, Windows, Wireless Networking, Help Desk Support, Network Design, HP, Storage, Software Documentation, SharePoint, Network Administration, Linux
Education
University of Phoenix 1999 — 2002
Niki Jones Niki Jones's Kelley & Swain, Inc. Experience 2004 - 2008
Job HR Analyst, Benefits & Wellness, Washington State University
Industry Higher Education
Experience
Washington State University May 2015 - Present
Jones March 2014 - Present
Gritman Medical Center November 2013 - March 2014
University of Idaho February 2010 - March 2013
University of Idaho 2008 - February 2010
Kelley & Swain, Inc. 2004 - 2008
SFG Benefits 2001 - 2003
Skills
Employee Benefits, Benefits Administration, Insurance, Health Insurance, Human Resources, Customer Service, Public Speaking, PowerPoint, Higher Education, Career Development, Team Building, Training, Performance Management, Interviews, Policy, Leadership, Recruiting, Conflict Resolution, COBRA, Disability Insurance, Healthcare, Management, Time Management, Research
Education
Western Governors University 2012 — 2014
Business Administration, Human Resources
California State University-Chico 1994 — 1999
History
Washington State University May 2015 - Present
Jones March 2014 - Present
Gritman Medical Center November 2013 - March 2014
University of Idaho February 2010 - March 2013
University of Idaho 2008 - February 2010
Kelley & Swain, Inc. 2004 - 2008
SFG Benefits 2001 - 2003
Skills
Employee Benefits, Benefits Administration, Insurance, Health Insurance, Human Resources, Customer Service, Public Speaking, PowerPoint, Higher Education, Career Development, Team Building, Training, Performance Management, Interviews, Policy, Leadership, Recruiting, Conflict Resolution, COBRA, Disability Insurance, Healthcare, Management, Time Management, Research
Education
Western Governors University 2012 — 2014
Business Administration, Human Resources
California State University-Chico 1994 — 1999
History
Dalynn N. Petermann's Kelley & Swain, Inc. Experience September 2006 - May 2008
Job Sales & Account Management at Premier Access Dental and Vision
Industry Insurance
Experience
Premier Access Dental and Vision March 2012 - Present
Various Companies December 2010 - Present
Premier Access Dental July 2011 - March 2012
EPIC May 2008 - December 2010
Kelley & Swain, Inc. September 2006 - May 2008
Kelley & Swain, Inc. September 2005 - September 2006
Skills
Employee Benefits, Dental Insurance, Health Insurance, Health Savings Accounts, Vision Insurance, Licensed Life Insurance..., Term Life Insurance, Long Term Care Insurance, Disability Insurance, Health & Welfare..., Licensed Life & Health..., Accident Benefits, High Deductible Health..., Writing, Poetry, Insurance, Dentistry, Benefits Administration, Brokers, COBRA, Sales, Long-term Care, Management, Health Care Reform, Life Insurance, Self-funded, Claim, PPO, Group Insurance, HMO, Underwriting, Group Medical, Provider Relations, Flexible Spending..., Open Enrollment, Accident, Cafeteria Plans, Managed Care
Education
California State University-Sacramento 2002 — 2006
Communications, Italian
St. Francis High School
Premier Access Dental and Vision March 2012 - Present
Various Companies December 2010 - Present
Premier Access Dental July 2011 - March 2012
EPIC May 2008 - December 2010
Kelley & Swain, Inc. September 2006 - May 2008
Kelley & Swain, Inc. September 2005 - September 2006
Skills
Employee Benefits, Dental Insurance, Health Insurance, Health Savings Accounts, Vision Insurance, Licensed Life Insurance..., Term Life Insurance, Long Term Care Insurance, Disability Insurance, Health & Welfare..., Licensed Life & Health..., Accident Benefits, High Deductible Health..., Writing, Poetry, Insurance, Dentistry, Benefits Administration, Brokers, COBRA, Sales, Long-term Care, Management, Health Care Reform, Life Insurance, Self-funded, Claim, PPO, Group Insurance, HMO, Underwriting, Group Medical, Provider Relations, Flexible Spending..., Open Enrollment, Accident, Cafeteria Plans, Managed Care
Education
California State University-Sacramento 2002 — 2006
Communications, Italian
St. Francis High School
John Swain, CEBS, CFP's Kelley & Swain, Inc. Experience January 1992 - September 2006
Job Area President at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. May 2009 - Present
NCG Insurance Services July 2007 - April 2009
Kelley & Swain, Inc. January 1992 - September 2006
Skills
Employee Benefits, Marketing, Negotiation, Recruiting, Managerial Finance, Database Admin, Asset, Health Insurance, Insurance, Retirement Plan..., Disability Insurance, Underwriting, Workers Compensation, Sales, Small Business, Executive Management, Strategic Planning, Benefits Administration, New Business Development, Sales Management, Health Savings Accounts, Brokers, Strategic Financial..., Investments, Finance, Retirement, Selling, Business Planning, Property & Casualty..., Management, Managed Care, Human Resources, Account Management, Leadership, Training, Life Insurance, Strategy, Team Building, Term Life Insurance
Education
Harvard Business School Executive Education 2013 — 2014
MBA-Level Executive Management Program, Breakthrough Leadership, Organizational Leadership and Growth Development
California State University-Sacramento 1985 — 1989
Bachelor of Science, Business Finance & Communication Studies, 3.58
Arthur J. Gallagher & Co. May 2009 - Present
NCG Insurance Services July 2007 - April 2009
Kelley & Swain, Inc. January 1992 - September 2006
Skills
Employee Benefits, Marketing, Negotiation, Recruiting, Managerial Finance, Database Admin, Asset, Health Insurance, Insurance, Retirement Plan..., Disability Insurance, Underwriting, Workers Compensation, Sales, Small Business, Executive Management, Strategic Planning, Benefits Administration, New Business Development, Sales Management, Health Savings Accounts, Brokers, Strategic Financial..., Investments, Finance, Retirement, Selling, Business Planning, Property & Casualty..., Management, Managed Care, Human Resources, Account Management, Leadership, Training, Life Insurance, Strategy, Team Building, Term Life Insurance
Education
Harvard Business School Executive Education 2013 — 2014
MBA-Level Executive Management Program, Breakthrough Leadership, Organizational Leadership and Growth Development
California State University-Sacramento 1985 — 1989
Bachelor of Science, Business Finance & Communication Studies, 3.58
Katie Kerr's Kelley & Swain, Inc. Experience 2007 - 2008
Job Executive Assistant at Noell Agnew & Morse
Industry Accounting
Experience
Noell Agnew & Morse December 2013 - Present
TPK, Inc. 2011 - December 2013
SyTech Solutions, Inc. 2008 - 2011
Kelley & Swain, Inc. 2007 - 2008
Skills
QuickBooks, Accounting, Payroll, Accounts Receivable, Microsoft Office, Office Administration, Bookkeeping, Accounts Payable, Account Reconciliation, Bank Reconciliation, Executive Support, Executive..., Proposal Writing, Report Writing, Practice CS, ProSystem fx Tax, CCH ProSystem fx
Education
Azusa Pacific University 2010 — 2014
Bachelor's degree, Business Administration, Management and Operations
Noell Agnew & Morse December 2013 - Present
TPK, Inc. 2011 - December 2013
SyTech Solutions, Inc. 2008 - 2011
Kelley & Swain, Inc. 2007 - 2008
Skills
QuickBooks, Accounting, Payroll, Accounts Receivable, Microsoft Office, Office Administration, Bookkeeping, Accounts Payable, Account Reconciliation, Bank Reconciliation, Executive Support, Executive..., Proposal Writing, Report Writing, Practice CS, ProSystem fx Tax, CCH ProSystem fx
Education
Azusa Pacific University 2010 — 2014
Bachelor's degree, Business Administration, Management and Operations
Jerry Sauter's Kelley & Swain, Inc. Experience April 2005 - June 2006
Job Account Manager at Delta Dental
Industry Insurance
Experience
Delta Dental June 2006 - Present
Kelley & Swain, Inc. April 2005 - June 2006
Keenan and Associates 1999 - 2005
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, Microsoft Office, Windows 7
Education
Green River Community College 1997 — 1999
Associates
Delta Dental June 2006 - Present
Kelley & Swain, Inc. April 2005 - June 2006
Keenan and Associates 1999 - 2005
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, Microsoft Office, Windows 7
Education
Green River Community College 1997 — 1999
Associates
Chris Wrba's Kelley & Swain, Inc. Experience June 2005 - February 2010
Job EVP Operations and Sales
Industry Insurance
Experience
Benoit and Associates Inc. / Cool Creek Solutions 2014 - Present
ASUREA April 2008 - May 2014
Kelley & Swain, Inc. June 2005 - February 2010
Pan-American Life Insurance Company 2000 - 2004
Wells Fargo Advisors 1995 - 2000
Skills
Cross-functional Team..., Health Insurance, Marketing Communications, Cafeteria Plans, Cross Selling, Employee Benefits, Product Development, Disability Insurance, Vendor Management, Entrepreneurship, Insurance, Term Life Insurance, Long-term Care, Life Insurance, Sales, Team Building, New Business Development, Accident Insurance, Critical Illness, Smoking BBQ, Risk Management, Brokers, Health Savings Accounts, Fixed Annuities, Sales Management, Whole Life, Accident, Strategy, Long Term Care Insurance, Dentistry, Medicare, Retirement, Underwriting, 401k, COBRA, Retirement Planning, Universal Life, Voluntary Employee..., Group Insurance, Commercial Insurance, Mergers, Group Medical, Workers Compensation, Financial Planners, Insurance Brokerage, Property & Casualty..., IRAs, Claim, Professional Liability, General Insurance
Education
State University of New York College at Brockport
Benoit and Associates Inc. / Cool Creek Solutions 2014 - Present
ASUREA April 2008 - May 2014
Kelley & Swain, Inc. June 2005 - February 2010
Pan-American Life Insurance Company 2000 - 2004
Wells Fargo Advisors 1995 - 2000
Skills
Cross-functional Team..., Health Insurance, Marketing Communications, Cafeteria Plans, Cross Selling, Employee Benefits, Product Development, Disability Insurance, Vendor Management, Entrepreneurship, Insurance, Term Life Insurance, Long-term Care, Life Insurance, Sales, Team Building, New Business Development, Accident Insurance, Critical Illness, Smoking BBQ, Risk Management, Brokers, Health Savings Accounts, Fixed Annuities, Sales Management, Whole Life, Accident, Strategy, Long Term Care Insurance, Dentistry, Medicare, Retirement, Underwriting, 401k, COBRA, Retirement Planning, Universal Life, Voluntary Employee..., Group Insurance, Commercial Insurance, Mergers, Group Medical, Workers Compensation, Financial Planners, Insurance Brokerage, Property & Casualty..., IRAs, Claim, Professional Liability, General Insurance
Education
State University of New York College at Brockport
Janelle Fraga's Kelley & Swain, Inc. Experience 2005 - 2006
Job CA HR Representative at RC Willey
Industry Retail
Experience
RC Willey November 2014 - Present
Capay Inc. August 2012 - October 2014
Expo Tack November 2010 - August 2012
Stemler, McTighe & Lewis June 2009 - July 2011
Hanson McClain 2006 - 2008
Liberty Reverse Mortgage 2006 - 2007
The Master's College 2004 - 2007
Kelley & Swain, Inc. 2005 - 2006
Education
The Master's College 2003 — 2007
Bachelor, Business
High School
RC Willey November 2014 - Present
Capay Inc. August 2012 - October 2014
Expo Tack November 2010 - August 2012
Stemler, McTighe & Lewis June 2009 - July 2011
Hanson McClain 2006 - 2008
Liberty Reverse Mortgage 2006 - 2007
The Master's College 2004 - 2007
Kelley & Swain, Inc. 2005 - 2006
Education
The Master's College 2003 — 2007
Bachelor, Business
High School
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