Legacy Marketing Group
Industry: Insurance company
DescriptionFounded: 1993 Parent organization: REGAN HOLDING CORP Subsidiaries: Legacy Financial Services, Legacy TM, LP
Legacy Marketing Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legacy Marketing Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Legacy Marketing Group Employees
Legacy Marketing Group March 2014 - October 2014
Genworth Financial 2013 - 2013
Allstate 2012 - 2012
StoneTree Golf Club August 2010 - September 2011
Citi 2005 - 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Referrals, Long-term Care, Customer Service, Residential Mortgages, Real Estate Financing, Underwriting, Term Life Insurance, Retirement, Financial Services, Sales, Asset Management, Management, Strategic Planning, Marketing Strategy, Sales Management, Marketing, Investments, Small Business, Team Building, Business Development, New Business Development
Education
College of Marin 2014 — 2016
Certificate, Medical Administrative/Executive Assistant and Medical Secretary, A
Dominican University of California
Hanford High & Sonoma Valley High 1979 — 1983
General Education
Legacy Marketing Group July 2010 - Present
2 Griffins Design and Build April 2013 - May 2014
Mid-Atlantic Managed Services Inc March 2011 - March 2013
Edwin Watts Golf January 2008 - March 2011
Skills
Customer Service, Sales Management, Marketing, Business Development, Sales Operations, Retail, Strategy, Marketing Strategy, Marketing Management, Budgets, Sales, Social Media Marketing
Education
Hood College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Golf Academy of America-Myrtle Beach 2006 — 2008
Golf Complex Management and Operations
Fork Union Military Academy 1995 — 1999
General, Business/Commerce, General
Fireman's Fund Insurance Company September 2013 - Present
Health Net July 2013 - September 2013
Health Net March 2011 - July 2013
Healthnet / MHN October 2008 - March 2011
MarketLive, Inc. June 2005 - October 2008
Learning Tools International January 2005 - June 2005
Legacy Marketing Group September 2000 - December 2004
Legacy Financial Services, Inc. June 1999 - September 2000
Legacy Marketing Group September 1998 - June 1999
Skills
Business Process..., Process Flow, Browsers, SDLC, Requirements Analysis, Agile Methodologies, Requirements Gathering, Visio, Scrum, Business Analysis, User Acceptance Testing, Quality Assurance, Software Documentation, Business Requirements, Testing, Test Planning, HTML, E-commerce, Pegasystems PRPC, Vendor Management, PMP, Cross-functional Team..., Business Intelligence, User Experience, Information Architecture, Systems Analysis, Business Process Design, Web Applications, Requirements Management, Software Project..., Analysis, SharePoint
Education
Sonoma State University 1994 — 1997
BA, English
Las Positas Junior College 1992 — 1994
AA, General Education
Seeley Auto Sales Inc. December 2004 - Present
Legacy Marketing Group January 2009 - Present
Perception Photography March 2005 - October 2009
Skills
Sales Management, Direct Marketing, Computer Proficiency, Sales, Advertising, Sales Presentations, Sales Process, Management, People Skills, People Development, Networking, Business Strategy, Brand Development, Marketing, Enterprise Software, Social Media Marketing
Education
Lansing Community College 2004 — 2006
Photographic Imaging Associate in Applied Science, Photography
Alma High School
Occasional Cakes November 2003 - Present
Legacy Marketing Group September 2000 - December 2005
ServiceMaster September 1995 - January 2000
Skills
Organizing, Self Starter, Small Business, Cakes, Baking, Time Management, Cupcakes, Weddings, Strategic Planning, Confectionery, Event Planning, Team Building, Blogging, Customer Service
Education
Santa Rosa Junior College 1994 — 1996
Sonoma Valley High School 1991 — 1994
High School Diploma
Umpqua Bank 2013 - Present
New Vintage Print 2010 - 2013
First Priority Financial Inc. 2007 - 2009
Wells Fargo 2006 - 2007
First Security Loan 2003 - 2006
Washington Mutual Bank 2001 - 2003
Legacy Marketing Group 1997 - 2001
Skills
Small Business, Sales Management, Account Management, Marketing, Sales, Mortgage Banking, Direct Marketing, Trade Shows, New Business Development, Mortgage Lending, Marketing Strategy, Finance, Customer Service, Email Marketing, Loans
Education
Sonoma State University 1995 — 1997
BA
Insurance Advocates, Inc. August 2012 - Present
Innovative Retirement Planning Group, LLC September 2010 - September 2012
Legacy Marketing Group 2005 - 2010
Forward Strategies Insurance Brokerage 2003 - 2005
Skills
Fixed Annuities, Retirement, Term Life Insurance, Medicare, Insurance, Universal Life, Life Insurance, Sales, Long-term Care, Long Term Care Insurance, Series 6, Disability Insurance, Whole Life, Marketing, Retirement Planning, IRAs, 401k, Health Insurance, Brokers, Financial Planners, Employee Benefits, Strategic Financial..., Recruiting, Direct Sales, Strategic Planning, Film Actor, Financial Planning
Education
DePaul University 1986 — 1988
Westfield State University 1983 — 1984
GNTC November 2013 - Present
American General Life and Accident August 2012 - August 2014
Pharmacy Administrators April 2012 - September 2012
Dell Services January 2008 - October 2011
Legacy Marketing Group July 1999 - January 2008
Crown Crafts, Inc August 1986 - January 1999
Gordon Health Care January 1982 - January 1984
Skills
Microsoft Office 2007, Direct Sales, Annuities, Training, Sales, Insurance, Customer Service, Payroll, Data Entry, Call Centers, Retail, New Business Development, Budgets, Customer Satisfaction, Small Business, Health Insurance, Microsoft Excel, Employee Benefits
Education
Capella University 2015 — 2017
Master’s Degree, Human Services, General
University of Phoenix 2008 — 2011
Bachelors in Science, Small Business Entrepreneurship
Coosa Valley Technical College 1997 — 1999
Marketing and Management, Marketing
Dalton College 1978 — 1981
Diploma, Office Occupations
Calhoun High School 1974 — 1978
Crawford & Company August 2013 - Present
Crawford & Company March 2008 - July 2013
Crawford & Company March 2005 - March 2008
Crawford & Company March 2004 - February 2005
SE Direct August 2003 - February 2004
Canada Life March 2001 - July 2003
Legacy Marketing Group June 1999 - February 2001
Skills
Business Analysis, Project Management, Microsoft Office, Social Media Marketing, Social Media, Marketing Communications, Strategic Planning, Content Management, Management, Analytics, Marketing Strategy, Leadership, Marketing, Email Marketing, SEO, CRM
Education
Berry College 1995 — 1999
Bachelor of Arts (BA), Communications: PR, Marketing, History
North Cobb High School 1991 — 1995
High School Diploma
Dupourqué, LLC October 2012 - Present
LifeCare Assurance Company September 2001 - October 2012
Legacy Marketing Group November 1998 - May 2001
Blue Shield of California July 1996 - October 1998
Fortis June 1994 - June 1996
PricewaterhouseCoopers March 1992 - June 1993
Crown Life Insurance May 1991 - August 1992
Cologne Life Reinsurance Company September 1989 - April 1991
Genworth Financial June 1984 - August 1989
Ernst & Young January 1982 - January 1984
Skills
Fellow of the Society..., Member of the American..., Actuarial Science, Insurance, Long-term Care, Pensions, Fixed Annuities, Health Insurance, Life Insurance, Long Term Care Insurance, Reinsurance, Analysis, Risk Management, Medicare
Education
State University of New York at Stony Brook 1971 — 1974
Bachelor of Science (B.Sc.), Mathematics and Computer Science
City of San Antonio August 2004 - Present
San Antonio Water System December 2002 - July 2004
Priceline.com 2002 - 2002
Legacy Marketing Group October 1998 - January 2001
Skills
Security, IT Management, Program Management, Information Security, Vendor Management, Strategic Planning, IT Strategy, Data Center, Integration, Project Management, Disaster Recovery, Team Building, Network Security, Cisco Technologies, Process Improvement, Change Management, Management, ITIL, Virtualization, Governance, IT Operations, Windows Server, VMware, Firewalls, System Administration, Team Leadership, Business Analysis, SDLC, PMP, Troubleshooting, Active Directory, Telecommunications, Project Planning, Business Continuity, Leadership, Computer Security, System Deployment, Cloud Computing, Networking, Information Technology, Information Security..., Servers, Business Process..., Infrastructure, Business Intelligence, Enterprise Architecture, Databases, ERP, Software Development, SharePoint
Education
Iowa State University 1997 — 2002
Computer Engineering
The University of Texas at San Antonio 1992 — 1997
Electrical Engineering
AIG November 2014 - Present
Professor Michael Klass, Department of Mathematics & Statistics, University of California, Berkeley June 2014 - November 2014
University of California, Berkeley July 2012 - May 2014
University of California, Berkeley August 2011 - May 2014
University of California, Berkeley July 2012 - May 2013
Legacy Marketing Group December 2005 - July 2011
Skills
R, Mathematical Modeling, Statistics, SAS, Stata, SPSS, Econometrics, Derivatives, Financial Modeling, Applied Mathematics, VBA, Java, Quantitative Finance, Analytics, Microsoft Excel, Risk Management, Actuarial Science, Risk Modeling, Operations Research, Asset Managment, Portfolio Management, Financial Analysis, Microsoft Office, Investments, Computer Science, C++, HTML, Industrial Engineering, Mathematical Programming, Statistical Modeling, Economics, Regression Analysis, Stochastic Processes, Supply Chain Management, Portfolio Optimization, Statistical Data..., Algorithms, Unix, XML, LaTeX, Knitr, Sweave, MoSes, Bloomberg, SQL, Matlab, Indexed Annuities, Variable Annuities, Python
Education
University of California, Berkeley 2013 — 2014
Master of Arts (MA), Statistics
University of California, Berkeley 2011 — 2013
Master of Science (MS), Industrial Engineering and Operations Research
University of California, Los Angeles 2002 — 2004
BS, Major - Mathematics/Economics, Minor - Statistics
The Ascent Services Group October 2012 - Present
Métier, Ltd. June 2012 - October 2012
County of Marin March 2012 - June 2012
PreCare, Inc March 2007 - February 2012
International Wine Partners June 2006 - June 2008
Benchmark Consulting December 2002 - June 2006
Legacy Marketing Group 2002 - 2003
Skills
Employment Law, Applicant Tracking..., Benefits Administration, HRIS, HR Policies, Technical Recruiting, Temporary Placement, Contract Recruitment, Time Management, Interviews, Leadership, Management, Temporary Staffing, Onboarding, Recruiting, Sourcing, Employee Relations, Human Resources, Talent Acquisition
Education
Sonoma State University 2000 — 2003
BA, Business Administration with an HR Focus
Dell SecureWorks May 2013 - Present
Shorter University August 2000 - Present
Dell November 2009 - May 2013
Legacy Marketing Group 1999 - 2009
GE Federal Credit Union August 1995 - April 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Change Management, HR Policies, Human Resources, Customer Service, Personnel Management, Team Building, Recruiting, Employee Relations, Management, Employee Benefits, Leadership
Education
Georgia State University 1997 — 1999
Master of Science (M.S.), Organizational Behavior Studies
Shorter University 1990 — 1996
Bachelor of Business Administration (BBA)
Chick-fil-A-Corporate May 2014 - Present
The Home Depot December 2009 - May 2014
State of Georgia January 2009 - December 2009
MGM MIRAGE December 2007 - October 2008
The Home Depot January 2001 - October 2007
Legacy Marketing Group July 1998 - December 2000
American Security Group August 1993 - July 1998
Skills
Internal Audit, Team Building, Inventory Management, Strategic Planning, Budgets, Forecasting, Outlook, Succession Planning, Marketing, Process Improvement, Inventory Control, Microsoft Excel, PowerPoint, Microsoft Word, Income Statement, SAP, Sales Management, Time Management, Project Coordination, Leadership, P&L
Education
Shorter College
Bachelor's Degree, Management
Genworth Financial July 2006 - Present
West Coast Life Insurance Company 2004 - 2006
Legacy Marketing Group 1997 - 2004
Skills
Customer Relations, Public Speaking, Annuities, Insurance, Fixed Annuities, Retirement Planning, Indexed Annuities, Leadership, Life Insurance, Long-term Care, IRAs, Strategic Financial..., Variable Annuities, Retirement, Customer Service, Risk Management, Marketing, Sales, Term Life Insurance, Disability Insurance, Whole Life, Long Term Care Insurance, Series 6, Universal Life, Financial Planning
Education
St. Cloud State University 1986 — 1991
BA, English, Marketing and Political Science
The American College
RICP, Retirement Income
Butler, Shine, Stern & Partners November 2006 - Present
Butler, Shine, Stern & Partners August 2005 - July 2006
Legacy Marketing Group 1999 - 2005
Skills
Advertising, Budgets, Microsoft Excel, Integrated Marketing, Online Advertising, Digital Media, Marketing, Microsoft Office, Digital Marketing, Microsoft Word, Online Marketing, Interactive Marketing
Education
Sonoma State University 1991 — 1995
Legacy Marketing Group September 2003 - Present
ING September 1999 - September 2003
ING March 1999 - September 2003
Skills
Fixed Annuities, Financial Services, Strategic Financial..., Financial Analysis, Retirement, Retirement Planning, Life Insurance, IRAs, Underwriting, 401k, Mutual Funds, Strategic Planning, Marketing Strategy, Business Strategy, Recruiting, Motivational Speaking, Marketing, Sales, Sales Management, Direct Sales, Building Relationships, Public Speaking, Webinars, Deal Closer, Networking, Coaching, Mentoring, Training, New Business Development, Sales Process, Deal Closure, Financial Planning, Retirement Income...
Education
Iowa State University 1996 — 2001
MBA, Finance
Ellsworth Community College 1994 — 1996
AA, Business Administration and Management, General
The Hartford April 2014 - Present
Mechanics Bank June 2013 - April 2014
Fireman's Fund Insurance Company 2007 - 2012
Fireman's Fund Insurance Company 2006 - 2007
Fireman's Fund Insurance Company 2005 - 2006
Fireman's Fund Insurance Company 2004 - 2005
Legacy Marketing Group 1999 - 2004
PC Guardian Data Encryption Software 1995 - 1998
BBS Software Development 1995 - 1998
Skills
Learning & Development..., Learning Management..., E-Learning, Organizational Learning, Distance Learning, Talent Developer, Knowledge Management, Knowledge Transfer, Multi-modal Learning, Self-paced Learning, Leadership Development, Virtual Learning, Program Development, Performance Metrics, Employee Training, Competency Based..., Competency based..., Strategic Planning, Onboarding, Training Facilitation, Instructional Design, Leadership, Training, Talent Management, Organizational..., Performance Consulting, Self-paced, Enterprise Software, Performance Management, Learning Management, CRM, Program Management
Education
Golden Gate University
Master of Business Administration (MBA), Strategic Marketing
Golden Gate University
Bachelor of Science (BS), Marketing
California State University, Chico August 2010 - Present
Erickson Veterinary 2001 - 2002
Legacy Marketing Group 1999 - May 2000
Southern Pacific Funding Corporation 1998 - 1999
Big 5 Sporting Goods 1992 - 1998
Skills
Photoshop, Maya, Microsoft Excel, Microsoft Office, Illustrator, Game Design, Data Entry, Mudbox
Education
California State University-Chico 2013 — 2014
Master of Arts (M.A.), Game Development and Interactive Environments
California State University-Chico 2010 — 2013
Applied Computer Graphics, Computer Graphics (option in production) and Communication Design
Yuba College 2001 — 2003
AS, Vet Tech
Santa Rosa Junior College 1998 — 2000
AA, General Education
Yreka High School 1988 — 1992
Diploma
Basin Street Properties July 2013 - Present
PEP Housing March 2007 - March 2011
Legacy Marketing Group April 1998 - December 2006
Skills
Customer Service, Organization, Fixed Annuities, Marketing, Property Management, Real Estate, New Business Development, Section 8, HUD, Affordable Housing, Fair Housing, Microsoft Excel, Process Improvement, Software Documentation
Education
Santa Rosa Junior College
General Education
Creative Property Services August 2004 - Present
OneWest Bank, Bank of America October 2004 - December 2013
Legacy Marketing Group 2001 - 2004
Skills
Certified Project..., REO, Relocation, Buyer Representation, Investors, Sellers, Referrals, Real Estate, Asset, Short Sales, First Time Home Buyers, Investment Properties, Foreclosures, First Time Buyers, Single Family Homes, Condos, Listings, Residential, FHA, Realty, Resale, Home, New Home Sales, Real Estate Transactions, Luxury, Distressed Property, SFR, Relocations, Seniors, BPO, Residential Homes, Selling, Resellers, Real Property, Property, Buyers, Move Up Buyers, Relocation Buyers, Vacation Homes, HUD, Townhomes, Income Properties, Real Estate License, 1031 Exchanges, ABR, Home Staging, Property Management, Real Estate Financing, Loss Mitigation, Commercial Real Estate
Education
University of San Francisco
Masters, Human Resources and Organization Development
Dominican University of California
Bachelor of Arts, Human Resource Management
York University
Bachelor of Fine Arts, Drama and Dramatics/Theatre Arts, General
Fireman's Fund Insurance Company August 2011 - Present
Firemans Fund Insurance Company January 2007 - August 2011
Firemans Fund Insurance Company January 2006 - December 2006
Legacy Marketing Group 2003 - 2006
General Electric January 2000 - December 2002
General Electric 1996 - 1999
General Electric 1985 - 1995
Skills
Process Improvement, ITIL, Six Sigma, Business Process, Adoption, Project Management, Project Planning, MS Project, SDLC, CMMI, Business Process..., Systems Analysis, Agile Methodologies, Business Analysis, Governance, Insurance, Employee Training, Visio, Vendor Management, Microsoft Project, Requirements Gathering
Education
Dominican University of California 2004 — 2008
MA, Humanities
Illinois Wesleyan University 1972 — 1976
BFA, Theatre Arts
Liberty University Online October 2013 - Present
Denham Virtual Planners 2013 - Present
Legacy Marketing Group 2004 - Present
Raymond James Financial Services 2009 - 2013
Focus Financial Group 2007 - 2009
Cambridge Connection 2005 - 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Editing, Financeware, Financial Profiles, Morningstar, Lacerte Tax Software, ACT CRM software, Worldox, Finance, Strategic Financial..., CRM, Portfolio Management, Trading, Retirement, Analysis, Investments, Marketing, Asset Management, Retirement Planning, Wealth Management, Financial Planning
Education
Additional Financial Licenses
Series 66, Series 7, Life, Accident and Health Insurance Licensed
H&R Block Tax Training
Individual Income Tax Preparation
Oakland University
CFP Educational Certificate, Certified Financial Planner
University of Tulsa
Bachelor of Science, Business Administration, Major: Marketing, Minors: Spanish and Finance, Magna Cum Laude
University of Tulsa
Master of Business Administration (MBA), Finance, General
York Design July 2011 - Present
AccountMate Software, Inc. April 2006 - July 2011
Legacy Marketing Group April 2004 - April 2006
York Design June 1996 - April 2004
Mindscape, Inc. 1991 - June 1996
Skills
Typography, Book Design, Information Graphics, Visual Communication, Icon Design, Graphics, Packaging
Education
Art Center College of Design, Pasadena CA
Graphic Arts Program
University of California, Davis
DowHouse January 2002 - Present
Bike Monkey March 2008 - February 2012
Legacy Marketing Group January 2001 - June 2002
M Space June 1997 - January 2001
University of San Francisco, Multicultural Student Services September 1993 - May 1997
Skills
Art Direction, Creative Direction, Brochures, Logo Design, Graphic Design, Adobe Creative Suite, Web Design, Newsletters, Advertising, Corporate Identity, Email Marketing, Typography, Branding & Identity, Art, Business Cards, Corporate Branding, Catalogs, Posters, QuarkXPress, Flyers, Visual Communication, Graphics, Image Manipulation, Layout, Pre-press, Brand Development
Education
Academy of Art University
BFA, Graphic Design
University of San Francisco
BFA, Graphic Design, Women's Studies, Multicultural Studies
Sears Holdings Corporation January 2015 - Present
Quick Chek September 2014 - March 2015
Legacy Marketing Group March 2014 - May 2014
WithumSmith+Brown May 2013 - March 2014
Wawa August 2008 - May 2013
TopGun Paintball April 2011 - October 2012
Six Flags April 2009 - September 2009
Skills
Problem Solving, Team Management, Team Leadership, Troubleshooting, Microsoft Excel, Customer Service, Microsoft Office, Security, Microsoft Word, Customer Satisfaction, Management, PowerPoint, Inventory Management, Outlook, Training, Time Management, Leadership, Data Entry, Teamwork
Education
Richard Stockton College of New Jersey 2011 — 2013
BA, Communications
Ocean County College 2010 — 2011
Associate of Science (A.S.), General Studies
Manalapan High School 2003 — 2007
The Carneros Inn February 2007 - Present
Events of Distinction May 2005 - February 2007
Legacy Marketing Group September 2003 - May 2005
Skills
Hospitality, Catering, Hospitality Industry, Hotels, Hospitality Management, Resorts, Menu Development, Food & Beverage, Restaurants, Wedding Planning, Banquets, Convention Services, Hotel Management, Wine, Meeting Planning, Weddings
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (BA), Communication, General
Dell/Perot Inc (formerly Legacy Marketing Group) January 2008 - October 2011
Terry Simmons State Farm Agency December 2005 - September 2007
Legacy Marketing Group June 1999 - December 2005
Skills
Great people skills, Encourager, Great observation skills, Easygoing, Teachable, Commitment to Customer..., Committed to..., Organizational..., 10 Key, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, PowerPoint, Youth Work, Research, Outlook, Time Management, Customer Service, Insurance
Education
Shorter University-College of Adult & Professional Programs 2013 — 2015
Working toward Bachelor's degree, Human Services, General
Ga Highlands 2009 — 2013
Associate's degree, Human Services, General, A
Center for Multicultural Initiatives July 2012 - Present
Legacy Marketing Group January 2012 - Present
Quality First Inspections February 2012 - August 2012
Skills
Web design, Painting, Drawing, Microsoft Office, Networking, Team Management, Multi Tasking, Tenacious Work Ethic, Coordinating Events, Leadership, Problem Solving, Organization, Social Media Marketing, Web Design
Education
Oakland University 2011 — 2015
Bachelor of Arts (BA), Studio Arts (Spec. Drawing)
The Annuity Store (TAS) May 2009 - Present
CFC Capital Partners January 2012 - August 2013
Securities America, Inc. Member FINRA/SIPC January 2009 - March 2009
Brecek & Young December 2007 - January 2009
Legacy Financial Services, Inc. August 2004 - December 2007
Legacy Marketing Group March 2001 - August 2004
Legacy Marketing Group August 1999 - March 2001
Skills
Life Insurance, Series 7, Fixed Annuities, Financial Services, Retirement, Series 6, Investment Advisory
Education
Saint Mary's College of California 1988 — 1991
B.S. Degree, Business Administration & Economics
Universal Conversion Technologies February 2014 - Present
rest does nothing and earns no money March 2010 - Present
Pan de la Mer January 1999 - Present
Vertex August 2011 - September 2013
Confidential Company due to contractual obligations February 2011 - April 2011
Forrest T. Jones April 2008 - March 2010
Phoenix Mutual October 2007 - February 2008
Lincoln Financial Group October 2006 - September 2007
Legacy Marketing Group August 2004 - July 2006
FAS a division of CSC February 1998 - August 2001
Skills
Assembler/ BAL / ALC, Micro Focus COBOL, COBOL, CICS, Mainframe, Technical Leadership, Business Analysis, Re-Hosting, Mentoring, Problem Solving, Self Starter, User Interface, Conversions, Critical Thinking, SDLC, Assembly, JCL, VSAM, Recommendations, TSO, MVS, DB2, IBM Mainframe, OS/390, IBM Utilities, Coaching, Team Building, Team Leadership, Requirements Analysis, Requirements Gathering, Systems Analysis, Process Improvement, Analysis, Waterfall, Team Management, Application Development, Testing, Documentation, Software Development, Disaster Recovery, Integration, Quality Assurance, Software Documentation, Project Management, Insurance, Data Conversion, Leadership, Management, Networking, Start-ups
Education
The University of Connecticut 1965 — 1970
B.S.
ZeroChaos February 2011 - Present
Robert Half Technology August 2010 - September 2010
Legacy Marketing Group July 1998 - December 2009
Card House Distributing March 1990 - July 1998
Industrial Indemnity December 1987 - March 1990
Skills
SDLC, Insurance, Requirements Gathering, Quality Assurance, Agile Methodologies, Vendor Management, Process Improvement, Business Analysis, Software Documentation, Requirements Analysis, Testing, Software Project..., Business Process, SQL, Software Development, Test Planning, Analytics, Business Requirements, Business Process..., Software Quality..., Data Analysis, Project Management, User Acceptance Testing
Education
University of California, Berkeley
B.S., Business Administration with emphasis in Accounting
Life Sales, LLC October 2004 - Present
Legacy Marketing Group 2000 - 2004
Cal Fed Investments 1995 - 1999
Skills
Universal Life, 401k, Retirement, Retirement Planning, Fixed Annuities, Small Business, Series 7, IRAs, Insurance, Life Insurance, Financial Services, Series 6, Investments
Education
University of California, Davis 1990 — 1992
BA, Economics
Santa Rosa Junior College 1988 — 1990
SRHS - go Panthers!
Bodega Harbour Homeowners Association August 2014 - January 2015
Fitness SF April 2014 - June 2014
First California Mortgage Company June 2013 - October 2013
Prunuske Chatham, Inc. April 2011 - April 2013
Nihilistic Software May 2006 - January 2009
Dutton Ranch Corp April 2005 - May 2006
Legacy Marketing Group 1999 - 2000
IMSI 1998 - 1999
Protocol Interface, Inc. January 1994 - July 1996
Infineon Raceway March 1993 - December 1993
Skills
Budgets, Payroll, Year-end Close, Accounts Payable, Monthly Close, Mas 90, Invoicing, Bookkeeping, Employee Benefits, Microsoft Office, QuickBooks, Microsoft Excel, Ajera - Accounting..., FMS, Deltek, Human Resources, Fixed Assets, Bank Reconciliation, Management
Education
California State Polytechnic University-Pomona
Accounting
Dominican University of California
B.S. in Business Administration
MarketLive October 2010 - Present
MarketLive November 2007 - November 2010
Legacy Marketing Group 1995 - 2007
Kendall-Jackson Winery 1992 - 1995
Skills
Requirements Analysis, E-commerce, SDLC, Software Project..., Product Development, Scrum, Enterprise Software, Vendor Management, Integration, Business Analysis, Product Management, Analytics, Software Development, XML, Program Management
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
Bachelor of Science (B.S.), Agribusiness Management - Marketing/Technical Writing Minor
Santa Rosa Junior College 1987 — 1989
Principal Financial Group January 2005 - Present
Legacy Marketing Group May 2000 - January 2005
Legacy Marketing Group 2000 - 2005
KVI / Seabury & Smith June 1999 - May 2000
Skills
Usability Testing, Information Architecture, HTML, User Experience, Web Design, Project Management, CSS, User-centered Design, Adobe Creative Suite, JavaScript, jQuery, Web Applications, Dreamweaver, User Research, HTML 5, User Experience Design, Usability, Web Development, XHTML, User Interface Design, User Interface, Wireframes, ActionScript, Adobe Fireworks
Education
Buena Vista University 1995 — 1999
BA, Mass Communication and Art
Healthy Solutions Insurance Services July 2015 - Present
AVI Companies February 2013 - July 2015
Gisske Insurance Services October 2007 - February 2013
American Lung Association of California November 2004 - January 2007
Third Party Administrator for Self-Funded Health Plans July 2002 - November 2004
Draper Administrative Services 1988 - 2002
Legacy Marketing Group 1998 - 1999
JB & Associates 1997 - 1998
Health Plan of the Redwoods 1994 - 1997
Principal Financial Group 1985 - 1988
Skills
Health Insurance, Medicare, Life Insurance, Long Term Care Insurance, Group Insurance, Communication Skills, Empathy, Compassion, Looking At the Big..., Elder Care, Estate Planning, PPACA, Senior Advocacy, Healthcare Consumer..., Employee Benefits, Brokers, Healthcare, Insurance, Affordable Care Act, Health Savings Accounts, Benefits Administration, Term Life Insurance, Customer Service, Underwriting, Claim, Commercial Insurance, Long-term Care, Health Care Reform, Disability Insurance, Group Medical
Education
Montgomery High School, Santa Rosa, CA 1980 — 1983
Santa Rosa Junior College
business and general education
Aurora Behavioral Health System August 2015 - Present
Aurora Behavioral Health System March 2013 - August 2015
Jackson Family Wines November 2012 - March 2013
Stanford University February 2012 - July 2012
Medtronic Vascular August 2005 - July 2011
Legacy Marketing Group January 2001 - August 2005
Skills
Visio, Project Management, Team Building, Spreadsheets, Office Administration, Confidentiality, Marketing, Event Management, Calendaring, Database Administration, Process Scheduler, Project Coordination, Microsoft Office, Oracle Applications, Travel Management, Sales, Healthcare
Education
American InterContinental University 2005 — 2008
Bachelor of Arts, Business Administration; Accounting and Finance
Legacy Marketing Group March 2013 - Present
KPMG June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Entry, Time Management, Social Networking, Accounting, Facebook, Event Planning, Outlook
Education
Sonoma State University 2011 — 2015
Bachelor of Applied Science (BASc), Accounting
Sprint January 2012 - 2013
Legacy Marketing Group 2003 - 2010
Skills
Microsoft Office, Microsoft Word, Leadership, Photoshop, Training
Education
Coosa Valley Technical College
Georgia Highlands College
NonProfitEasy/IQRC, Inc. January 2014 - Present
Gretchen Barry Freelance Writer January 2010 - January 2014
Legacy Marketing Group November 2007 - August 2013
Legacy Marketing Group January 2007 - November 2007
Legacy Marketing Group March 2005 - December 2005
Legacy Marketing Group August 2000 - March 2005
Skills
Strategic Planning, Public Relations, Insurance, Management, Corporate Communications, Media Relations, Project Management, Marketing, Strategy, Marketing Communications, Leadership, Training, Social Media, Internal Communications, Business Development
Education
University of Nevada-Las Vegas 1992 — 1995
Bachelor of Arts, English Language and Literature, General
Colonial Life August 2015 - Present
Transamerica May 2013 - Present
Cenco Insurance Marketing Corp. November 2013 - Present
Life and Annuity Masters December 2012 - March 2013
IntelliQuote August 2012 - December 2012
Independent Life & Health Insurance Professional January 2007 - September 2012
ASUREA June 2010 - October 2010
Legacy Marketing Group September 2008 - April 2010
Government Personnel Benefits September 2007 - April 2010
Skills
Life Insurance, Retirement, Fixed Annuities, Insurance, Employee Benefits, Term Life Insurance, Asset Protection, Health Insurance, Disability Insurance, Roth IRA, Long-term Care, Universal Life, Retirement Planning, Medicare, IRAs, Whole Life, 401k, Financial Planners, Underwriting, Critical Illness, Health Savings Accounts, Variable Annuities, Accident, Long Term Care Insurance, Umbrella Insurance, Property & Casualty..., Brokers, Life & Health Insurance..., Series 6, General Insurance, Homeowners, Sales, Workers Compensation, Commercial Insurance, Agents, Small Business, Selling, Financial Planning
Education
San Francisco State University 1995 — 1999
Bachelor of Science, Hospitality Management
Gilroy High School 1989 — 1993
Episcopal Senior Communities - Spring Lake Village May 2008 - Present
Redwood Regional March 2003 - May 2008
Legacy Marketing Group 1999 - 2002
Kendall-Jackson Wine Estates 1996 - 1999
Sacramento Savings Bank 1987 - 1995
Skills
Problem Solving, Benefit Administration, Employee Relations, Healthcare, Team Building, Coaching, Employee Benefits, Workers Compensation, HRIS, Benefits Administration, Human Resources, Personnel Management, Onboarding, Workforce Planning, Recruiting, Succession Planning, Performance Management, Talent Management, Talent Acquisition, Organizational...
Education
California State University-Sacramento 1976 — 1979
Santa Rosa Junior College 1974 — 1976
El Molino High School
Hitachi Consulting August 2013 - Present
Futurestep January 2012 - August 2013
St. Joseph Health System March 2004 - January 2012
Sonoma State University March 2002 - March 2004
Legacy Marketing Group March 1998 - March 2002
Skills
HRIS, PeopleSoft, Change Management, Employee Relations, Human Resources, Taleo, Analysis, Business Process, Crystal Reports, Process Improvement, Business Objects, Performance Management, Vendor Management, Applicant Tracking..., Project Management, Healthcare, Training, Recruiting, Personnel Management, Software Documentation
Education
Sonoma State University 1997 — 2000
BS, Business (Human Resource Management)
Health Services Advisory Group, Inc. (HSAG) February 2014 - Present
WebPT September 2013 - February 2014
Charles Schwab March 2008 - September 2013
Gilbert Public Schools August 2005 - March 2008
Charles Schwab February 2004 - July 2005
Legacy Marketing Group December 1998 - February 2004
Skills
Process Improvement, Technical Writing, Analysis, Insurance, Microsoft Office, Quality Assurance, MS Office Suite, Process Mapping, Risk Assessment, Procedure Development, Training & Development, Curriculum Design, Project Coordination, Needs Analysis, Business Reporting, Requirements Gathering, Requirements Analysis, Salesforce.com, Intranet Strategy, Visio, Project Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MBA, Supply Chain Management
Ottawa University
Post-bac teaching certificate, Education
University of San Francisco
B.S., Information Systems Management
Francis Ford Coppola Winery June 2014 - Present
LMNOccasions June 2004 - Present
Integra February 2008 - November 2013
Legacy Marketing Group June 1998 - February 2004
Skills
Telecommunications..., Supervisory Experience, Microsoft Operating..., Organizational Structure, Time Management, Strategic Planning, Strategic Communications, Collaboration Solutions, Customer Service, Leadership Development, Windows, Outstanding Customer..., Professional Organizing, Customer Retention, Key Account..., Operating System..., Telecommunications..., Telecommunications..., Telecommunication..., Customer Satisfaction, Management, Salesforce.com, Team Building, Account Management, Sales Management, Sales, Telecommunications, New Business Development, Direct Sales, Team Leadership, Operating Systems, Managed Services
Education
Sonoma State University 2004 — 2004
Certificate, Meeting and Event Planning
Santa Rosa Junior College 1990 — 2000
Business Administration and Management, General
McKesson Health IT June 2013 - March 2014
Cooper University Hospital September 2003 - May 2013
Legacy Marketing Group July 2000 - August 2003
Principal Financial Group September 1993 - June 2000
Skills
HL7, Healthcare, Healthcare Information..., Project Management, EHR, EMR, HIPAA, Epic Systems, PACS, Informatics, Healthcare Management, Hospitals, Meditech, Medical Imaging, Software Documentation, Radiology, CPOE, Clinical Research, Cerner, DICOM, Integration
Education
Kaplan University 2011 — 2012
Information Technology, 4.0
University of Iowa 1987 — 1992
Legacy Marketing Group September 2007 - Present
CWP Cabinetry 2006 - 2010
HDC Sales & Marketing 1998 - 2006
Skills
Cabinetry, Cabinet, Wood, Kitchen & Bath Design, Flooring, Bathrooms, Interior Design, Furniture, Tiles, Doors, Furnishings, Renovation, Builders, Building Materials, Construction, Space planning, Outdoor Kitchens, Manufacturing, Countertops, Restoration, Finish, Custom Homes, Space Planning
Education
University of Cincinnati
Psychology
western hills high school
western hills high school
western hills high school
western hills high school
Preferred Sonoma Caterers April 2003 - Present
Legacy Marketing Group January 1991 - April 2003
Skills
Small Business, Catering, Computer Hardware, Customer Service, Event Planning, Strategic Planning, Management, Social Media, Marketing Strategy, Team Building, Budgets, Social Networking, Event Management, Online Marketing, New Business Development, Marketing, Advertising, Coaching, Sales, Social Media Marketing, Product Development, Business Strategy, Marketing Communications, Public Relations, Start-ups, Online Advertising, Hospitality, Entrepreneurship
Education
University of California, Santa Barbara 1988 — 1990
BA, Economics
Casa Grande HS 1982 — 1986
Birch Worldwide March 2014 - Present
Birch Worldwide February 2014 - Present
Corebrands October 2012 - December 2013
Zija International March 2011 - June 2012
Legacy Marketing Group May 2005 - September 2010
Legacy Marketing Group January 2001 - June 2005
Legacy Marketing Group May 1999 - June 2005
Petaluma Valley Hospital October 1991 - May 1999
Skills
Customer Relations, Word, Microsoft Office, Excel, Customer Service, Problem Solving, Event Planning, Research, Public Relations, Team Building, Team Leadership, Social Media Marketing, Mentoring, Social Media, Fundraising, Team Management, Writing, Relationship-building..., Marketing, Sales&Marketing, Microsoft Excel, Microsoft Word, Business Development, Sales Management, Project Management
Education
Santa Rosa Junior College 1993 — 1998
Associate, Business Adminstration
Petaluma High 1987 — 1991
Diploma
Petroleum Marketers and Convenience Stores of Iowa June 2008 - Present
American Computer Services July 2006 - January 2008
Legacy Marketing Group January 2000 - February 2004
CSC March 1998 - August 1999
FIC Insurance Group March 1996 - February 1998
Norwest Financial August 1994 - September 1995
Education
University of Iowa
Bachelor of Business Administration, Finance
endpoint Clinical 2014 - 2014
Gilardi & Co. LLC 2011 - 2013
Contractor 2009 - 2011
gINT Software 2001 - February 2009
Legacy Marketing Group 1999 - 2000
Quidel Corporation 1996 - 1998
Skills
Visual Studio, .NET, C#, VB.NET, ASP.NET, Microsoft SQL Server, Entity Framework, LINQ, T-SQL, WinForms, WPF, TFS, Web Services, XML, Windows, Automation, MVC, Multithreading, XAML, Software Design, Software Development, Software Engineering, OOP, Testing, Scrum, Analysis
Education
Coleman College 1993 — 1996
Associate, Computer Information Science
Pacific Union Christies International August 2013 - Present
Firemans Fund Insurance Company January 2009 - December 2009
Firemans Fund Insurance Company May 2006 - December 2008
Legacy Marketing Group April 1998 - February 2005
Legacy Marketing Group 2002 - 2005
Skills
Time Management, Project Coordination, Training, Customer Service, Event Planning, Process Improvement, Microsoft Word, PowerPoint, Microsoft Excel, Quality Assurance, Document Management, Human Resources, Highly detail oriented, Organizational Learning, Project Management, Employee Training, Management, Program Management, Software Documentation, Leadership Development, Marketing, Onboarding, Social Media Marketing
Education
College of Marin 1984 — 1986
Nationwide Insurance April 2010 - Present
New Hope Evangelical Free Church 2002 - Present
The Principal Financial Group December 2000 - December 2008
Legacy Marketing Group July 1999 - November 2000
The Principal Financial Group November 1994 - July 1999
The Allied Group February 1993 - November 1994
Dallas County News January 1988 - February 1993
Skills
Corporate Communications, Newsletters, Internal Communications, Marketing Communications, Marketing, Public Relations, Editing, Journalism, Speech Writing, Leadership, Strategic Communications, Copywriting, HTML, Editorial, Press Releases, Media Relations, Web Content Management, Social Media, Creative Writing, Proofreading, Publications, Online Marketing, Online Publishing, Videography, Photography, Creative Problem Solving, Content Management, Dreamweaver, Entertainment, Music, Publishing, Training, Business Services, Feature Articles, Web Content, Copy Editing, Crisis Communications, Social Media Marketing, Email Marketing, Blogging, Facebook, Social Networking, AP Style, Content Strategy, Advertising, Voice Services
Education
Iowa State University 1985 — 1987
Bachelor of Arts, Journalism and Mass Communication
Eagle Grove High School 1979 — 1983
Kohler Financial Services, LLC July 2012 - Present
Bridges Financial Services - October 2007 - June 2013
Vision Advisors Inc. 2011 - 2012
Legacy Marketing Group 2009 - 2012
First Investors Corporation January 2002 - November 2004
Schwans Sales September 1999 - October 2000
Tyden - Brammall August 1994 - September 1999
United States Marine Corps June 1980 - June 1984
Skills
Financial Planning, Customer Service, Customer/Business..., Strategic Financial..., Life Insurance, Investments, Financial Services, Negotiation, Management, Fixed Annuities, IRAs, Term Life Insurance, Long-term Care, Estate Planning, Disability Insurance, Retirement Planning, Retirement, Insurance, Small Business, Sales, Employee Benefits, Universal Life, Medicare, Commercial Insurance, Wealth, General Insurance, Whole Life, Financial Planners, Financial Advisory, Personal Finance, Wealth Accumulation, Long Term Care Insurance, Health Insurance, Roth IRA, Pensions, 401k, Asset Protection, Wealth Management..., Wealth Management, Finance, 401k Rollovers, Savings
Education
First Investors Academy 2001 — 2001
Diploma, Financial Services Field of Study
Schuyler-Steuben-Chemung-Tioga-Allegany BOCES 1985 — 1986
Diploma, Electronics
Cowanesque Valley High School 1975 — 1980
MarketLive November 2013 - Present
iPost May 2008 - November 2013
MarketLive October 2007 - February 2008
Homecomings Financial January 2007 - September 2007
Legacy Marketing Group June 2005 - December 2006
Legacy Marketing Group March 2001 - June 2005
Legacy Marketing Group May 1998 - March 2001
Sonoma State University 1991 - 1998
Skills
Project Management, Testing, Quality Assurance, Software Documentation, SDLC, Requirements Analysis, Coding HTML for email, Email, Requirements Gathering, HTML, Process Improvement, Business Analysis, JavaScript, CSS, Management, SQL, Access, Business Process, Email Marketing, Analysis, Technical Writing, Vendor Management, Software Quality...
Education
Sonoma State University 1990 — 1998
B.A., M.A., English
Santa Rosa Junior College
Certificate in Web Project Management
JL Schneider & Associates May 2015 - Present
GBS Financial Corporation October 2005 - February 2014
Legacy Financial Services 1995 - 2005
Legacy Marketing Group 1995 - 1996
Skills
Compliance Audits, Advertising/Sales..., Customer Service, Microsoft Office, Insurance, Strategic Planning, Leadership, Financial Planning, Sales, Microsoft Excel, Project Management, Financial Services, Personal Finance
Education
Sonoma State University 1989 — 1990
BA, Liberal Studies - Elementary Ed
Humboldt State University 1987 — 1989
Walmart eCommerce January 2015 - Present
Walmart eCommerce September 2013 - December 2014
Walmart eCommerce November 2012 - September 2013
Walmart eCommerce April 2012 - November 2012
Walmart eCommerce October 2010 - April 2012
Legacy Marketing Group February 2005 - April 2010
Legacy Marketing Group July 2001 - January 2005
Inventa Technologies February 2000 - May 2001
Skills
SDLC, Database Administration, Product Management, Business Requirements, Project Management, Management, Scrum, Strategic Planning, Agile Methodologies, Software Development, SEO, Agile Project Management, Leadership, Hadoop, Team Management, E-commerce, Databases, Software Project..., Business Analysis, Microsoft SQL Server, Program Management, Business Intelligence, Integration, Requirements Analysis, MS Project, Vendor Management, SaaS, SOA, Enterprise Architecture, Data Warehousing, Analytics, IT Strategy
Education
University of Southern California 1998 — 1999
Master of Science (MS), Computer Science
Gujarat University 1994 — 1998
Bachelor of Engineering (B.Eng.), Computer Engineering
St Xavier's High School Loyola Hall 1981 — 1994
Fireman's Fund Insurance Company July 2010 - July 2010
Legacy Marketing Group November 2007 - November 2009
Legacy Marketing Group 1997 - 2009
Education
University of California, Irvine
Santa Rosa City Schools August 2011 - Present
Mark West Charter School August 2010 - August 2011
Direct Flow Medical February 2010 - September 2010
Thomas Page Elementary August 2008 - June 2010
Bellevue School District January 2008 - May 2008
Sonoma Country Day School August 2007 - December 2007
Jackson Family Wines December 2005 - August 2007
Legacy Marketing Group 2003 - 2005
Skills
Microsoft Word, Product Development, Human Resources, Microsoft Office, Microsoft Excel, Public Speaking, Marketing, PowerPoint, Team Building
Education
Sonoma State University 2007 — 2008
MS Credential, Elementary Education
University of California, Berkeley 2001 — 2005
BA, Mass Communications
Five Ideas January 2005 - Present
Legacy Marketing Group July 1999 - January 2005
Lupus Foundation of America, Inc. July 1996 - January 1999
The Newsletter Factory and Independent Consulting 1989 - 1997
Carlen & Carlen, Ltd. 1982 - 1988
Skills
Advertising, Graphic Design, Copywriting, Editing, Public Relations, Logo Design, Photography, Brochures, Layout, Web Design, Social Networking, Art Direction, Blogging, Publishing, SEO, Marketing, Newsletters, Creative Direction, Graphics, Social Media, Project Management, Fact-checking, Content Development, New Media, Marketing Strategy, Nonprofits, Email Marketing, Management, Brand Development, Event Management, Marketing Communications, Photoshop, European History, Books, Fundraising, Online Marketing, Public Speaking, Small Business, Content Management, Training, Direct Mail, Entrepreneurship, Social Media Marketing, Copy Editing, Feature writer, Medical writer, Information broker, Published author
Education
The University of Georgia 1968 — 1972
Bachelor of Arts in Journalism, Journalism, English, Sociology, History
The University of Georgia
Bachelor of Arts in Journalism, two minors, Print and broadcast journalism, communications and literature
Legacy April 1996 - Present
Legacy Marketing Group 1996 - Present
Skills
Recruiting, Recruiters, Talent Acquisition, Human Resources, Temporary Placement, Applicant Tracking..., Technical Recruiting, Personnel Management, Internet Recruiting, Coaching, Onboarding, Employee Relations, Team Building
Education
University of San Francisco 1999 — 2001
Bachelor of Science (BS), Organizational Behavior Studies
Innovative Molding December 2012 - Present
Willis Lease Finance Corporation June 2008 - November 2012
Homecomings Financial 2006 - 2008
Legacy Marketing Group 2001 - 2006
Skills
Accounting, Financial Accounting, Finance, Financial Reporting, Financial Analysis, General Ledger
Education
Sonoma State University 2005 — 2007
MBA
Abstrax Productions 1987 - Present
American Pacific Mortgage September 2015 - Present
Legacy Marketing Group January 2006 - April 2010
The Annuity Store June 1999 - October 2005
United States Marine Corps May 1991 - May 1998
Skills
Marketing, Sales, Advertising, Management, Training, Insurance, Marketing Communications, Social Media, Fixed Annuities, Strategic Planning, Recruiting, Retirement Planning, Employee Benefits, Email Marketing, Public Speaking, Time Management, Life Insurance, Term Life Insurance, Health Insurance, Long-term Care, Retirement, Small Business, Leadership, Disability Insurance, Strategic Financial..., Account Management, Underwriting, Investments, Financial Services, Marketing Strategy, Team Building, Lead Generation
Education
Sacramento City College
Associate of Arts (A.A.), Social Sciences / Economics
Kornblum Cochran Erickson & Harbison, LLP December 2012 - Present
The Doctors Company March 2011 - December 2012
Mandelbrot Law Firm 2010 - 2011
Perry, Johnson, Anderson, Miller & Moskowitz January 2008 - June 2010
Gaw, VanMale, Smith, Myers & Reynolds, APC August 2007 - January 2008
Legacy Marketing Group March 1992 - October 2007
Skills
Insurance, Legal Research, Legal Writing, Workers Compensation, Project Management, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Admitted to Practice..., Personal Injury, Mediation, Commercial Litigation, Arbitration, Courts
Education
Empire College School of Law 2005 — 2009
JD, law
Sonoma State University 2000 — 2004
Paralegal Certificate, Paralegal
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Empire College School of Law
Juris Doctor
Cross Check Inc January 2008 - July 2009
Legacy Financial Services, Inc. January 2003 - August 2007
Legacy Marketing Group November 2000 - January 2003
Federal Express Corporation (FedEx) 1999 - 2000
Sonoma Capital Funding 1997 - 1999
Sonoma Emergency Services 1996 - 1998
Education
San Francisco State University 1998 — 1999
Bachelor of Science in Kinesiology, Human Movement Concentration (Emphasis on Physical Therapy)
University of California, Santa Barbara 1993 — 1996
Biological Sciences, General Studies
Legacy Marketing Group September 2005 - Present
First Data Corporation February 2000 - July 2005
Advanced Lease Systems 1998 - 2000
Skills
MySQL, Linux, T-SQL, SQL, Database Administration, Database Design, VBScript, Microsoft SQL Server, ETL, Networking
Education
University of San Francisco
Multi-Contact USA August 2011 - Present
Regal Wine Company April 2010 - August 2011
Arrowood Vineyards & Winery February 2009 - April 2010
Kendall-Jackson Wine Estates January 2005 - February 2009
Legacy Marketing Group 2001 - 2005
Education
Sonoma State University 1999 — 2001
BS, Sociology
Kendall-Jackson Wine Estates Executive Administrative CoordinatorJackson Family Wines2009 - Present
Legacy Marketing Group 2001 - 2004
Education
Sonoma State University 1999 — 2001
San Francisco Unified School District October 2012 - Present
i2i Systems, Inc. April 2012 - October 2012
Institute of Reading Development June 2010 - March 2012
RHK Services August 2006 - October 2011
Kaiser Hospital February 2008 - June 2008
Legacy Marketing Group May 2006 - August 2006
Legacy Marketing Group April 2001 - April 2006
Skills
Windows Server, MS Dynamic CRM, MS SQL Server, Access, Systems Analysis, System Administration, Disaster Recovery, Linux, VMware, Hyper-V, VBScript, Powershell, JavaScript, Backup Exec, Wireshark, Nmap, Nikto, Web Scarab, Nessus, Databases, Healthcare Information..., Microsoft SQL Server, SQL, Integration
Education
Santa Rosa Junior College 2008 — 2009
CIS
Sonoma State University 1983 — 1985
BA, Philosophy
American AgCredit February 2014 - Present
Exchange Bank June 2010 - February 2014
Barbara's Bakery March 2005 - May 2007
Legacy Marketing Group 1997 - 2005
Skills
Acronis, Microsoft SQL Server, Windows Server, Active Directory, Servers, Disaster Recovery, Microsoft Exchange, Citrix, Requirements Analysis, Integration, Software Documentation, Help Desk Support, Technical Support
Education
Sonoma State University
Clarabridge April 2014 - Present
Market Metrix 2008 - April 2014
GMAC Rescap March 2006 - November 2008
MarketLive November 2005 - March 2006
Legacy Marketing Group 2003 - 2005
Legacy Marketing Group January 2001 - August 2003
Skills
Testing, Test Planning, Quality Assurance, Requirements Analysis, Test Cases, Software Quality..., Test Management, Test Design, Resource Management, Microsoft SQL Server, JIRA, Scrum, Agile Methodologies, Quality Center, User Acceptance Testing
Education
Academy of Art University 1993 — 1999
Bachelor of Fine Arts, Computer Arts
Stately Construction June 2015 - Present
CamelBak July 2004 - June 2015
CamelBak July 2004 - March 2008
Legacy Marketing Group 2000 - 2004
Small Precision Tools 1996 - 2000
Entraco 1995 - 2000
Skills
Product Development, Process Improvement, Cross-functional Team..., Project Management, Manufacturing, Management, Strategy, Supply Chain Management, Budgets, Supply Chain, Forecasting, Product Management, Continuous Improvement, Lean Manufacturing, Six Sigma, Inventory Management
Education
University of Phoenix 1997 — 2002
B.S., Business Management
University of Phoenix 1997 — 2002
Bachelor of Science (B.S.), Business Management
Ty Caton Vineyards October 2008 - Present
Legacy Marketing Group October 2001 - January 2008
Education
Sonoma State University 1997 — 2001
Jackson Family Wines - Cultivate Your Career with JFW 2008 - Present
Jackson Family Wines 2010 - 2014
Regal Wine Company 2008 - 2010
Crown Wines September 2008 - March 2009
Legacy Marketing Group July 2002 - August 2008
Skills
Strategic Planning, Marketing, Wine Tasting, Sales, JD Edwards, Brand Management, Pricing, Wine, Marketing Communications, Forecasting, Marketing Strategy, Management, Beverage Industry, Analysis, Business Analysis, Business Intelligence, Alcoholic Beverages, Market Planning, Budgets, Pricing Strategy
Education
California State University-Chico
Agricultural Science
DiCello Paralegal Services January 2007 - Present
Legacy Marketing Group 2000 - 2003
Sonoma County Sheriff's Department 1984 - 2001
Skills
Personal Injury, Civil Litigation, Criminal Law, Criminal Defense, Motions, Briefs
Education
Sonoma State University 2004 — 2005
Paralegal Certificate
Santa Rosa Junior College 2002 — 2003
AA/AS, Criminal Justice Administration
Healdsburg High School 1978 — 1982
H.S. Diploma
World Centric July 2013 - Present
Women's Cancer Awareness Group 2003 - 2013
Legacy Marketing Group 1999 - 2002
Legacy Marketing Group 1998 - 1999
Skills
Strategic Planning, Coaching, Teaching, Customer Service, Office Management, Event Planning, Social Media, Team Building, Marketing, Entrepreneurship, Training, Public Speaking, Leadership, Non-profits, Social Networking, Fundraising
Education
Solano Community College 2003 — 2005
Nationwide Insurance September 2004 - Present
Diversified Software Resources, Inc. March 2004 - September 2004
Legacy Marketing Group January 2000 - March 2004
Elite Consulting Group January 1999 - January 2000
Diversified Software Resources, Inc. May 1996 - January 1999
Systemed, Inc. November 1993 - May 1996
TMC Transportation February 1991 - November 1993
Skills
Java, Python, DB2, Objective-C, SOA, SQL, CICS, iOS, HTML, JCL, Mainframe, Cobol, Swift, COBOL, Mobile Applications
Education
Iowa State University 1986 — 1990
BS, Computer Science
HydroPoint Data Systems July 2012 - Present
ZeroChaos October 2011 - July 2012
WorkforceLogic January 2011 - September 2011
WorkForceLogic August 2010 - December 2010
Legacy Marketing Group December 1998 - August 2010
Skills
CSS, JavaScript, jQuery, C#, ASP.NET, ASP.NET MVC, SQL, Microsoft SQL Server, OOP, LINQ, HTML 5, ASP.NET AJAX, Agile Methodologies, Database Design, Databases, Entity Framework, HTML, IIS, NHibernate, SSIS, SSRS, T-SQL, Web Development, Web Services, XML
Education
Sonoma State University 2001 — 2004
BS, Computer Science
EverBank March 2012 - Present
Nike December 2011 - April 2012
Upward Sports, Inc January 2007 - October 2011
Upward Unlimited January 2007 - March 2010
Legacy Marketing Group June 1999 - December 2006
Skills
Public Speaking, Attention To Detail, Travel, Problem Solving, Planning, Customer Service, Retail Industry, Sports, Coaching
Education
Shorter University 2011 — 2013
Bachelor of Business Administration (BBA), Sports Management, 3.73
Shorter College 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kennesaw State University 1996 — 1997
Business Administration and Management, General
Safari Books Online July 2004 - Present
Legacy Marketing Group July 2002 - July 2004
Niku April 2000 - July 2002
Facilities and Services Corporation (FSC) October 1996 - April 2000
Executive Systems - Xtree June 1992 - July 1996
Skills
Project Management, HTML, Quality Assurance, JIRA, Content Management, Agile Methodologies, Salesforce.com, Mobile Applications, MySQL, SaaS, Team Leadership, Product Management, Cloud Computing, Testing, E-commerce, Online Publishing, XML
Education
California Polytechnic State University-San Luis Obispo 1987 — 1993
BS, Biology
Legacy Marketing Group October 2014 - Present
Genworth Financial September 2010 - October 2014
Legacy Marketing Group January 2006 - April 2010
Legacy Marketing Group January 2000 - January 2006
Legacy Marketing Group January 1998 - January 2000
Firemans Fund Insurance Company April 1995 - January 1998
Education
Santa Rosa Junior College
Business, Marketing
Sonoma State University June 2008 - Present
Costco Wholesale October 2007 - January 2008
Legacy Marketing Group June 2007 - August 2007
Education
Sonoma State University 2005 — 2009
Westlake Financial Group 2008 - Present
Hewitt 2005 - 2008
Legacy Marketing Group 2000 - 2002
Skills
Defined Benefit, Flexible Spending..., Defined Contribution, 401k, COBRA, Open Enrollment, Pensions, Benefits Administration, Employee Benefits, PeopleSoft, Insurance, Employee Engagement, Outlook, Human Resources, HRIS
Education
Sonoma State University 1996 — 1998
BA, History
Moorpark College 1993 — 1996
History
Independent Contractor 2014 - Present
Legacy Marketing Group August 2000 - February 2013
Redwood Health Services March 1994 - August 2000
Gumucio & Associates, Inc. August 1987 - March 1994
Skills
Marketing project..., Insurance, Project Management, Copywriting, Strategic Planning, Advertising, Marketing, Customer Service, Creative Direction, Editing, Newsletters, Budgets, Marketing Communications, Coaching, Marketing Strategy, Leadership, Corporate Communications, Sales, Process Improvement, Direct Mail
Education
University of Kansas
BFA, Commercial and Advertising Art
Protective Life 2013 - Present
MMG Properties January 2000 - Present
Torus Computing Inc. January 1994 - Present
National Life Group 2012 - 2013
Transamerica September 2011 - 2013
ING through Torus Computing 2004 - 2009
Legacy Marketing Group 2000 - 2003
GE Financial Assurance 1998 - 2000
Aegon USA 1994 - 1998
Vantage / Continuum 1987 - 1994
Skills
MS Project, Analysis, Software Project..., Project Planning, Business Analysis, Access, Requirements Gathering, Requirements Analysis, Business Requirements, Microsoft Office, Project Implementation, Project Coordination, Software Quality..., MS Office Suite, Excel, Requirements Management, Annuities, Variable Annuities, Life Insurance, Vantage One System, DSS, IBM ReqPro Requirements..., IBM RQM Database, SQL, Fixed Annuities, Decision Support, Microsoft Excel, Project Management, SDLC, Systems Analysis, User Acceptance Testing, Software Documentation, Databases, Testing, PMO, Visio, Training, LifeComm
Education
University of Nebraska-Lincoln
Bachelor's degree, Business Administration and Management, General
BioMarin Pharmaceutical Inc. January 2015 - Present
Legacy Marketing Group March 2005 - January 2015
Best Buy October 2003 - May 2005
Longs Drugs April 2002 - October 2003
Skills
Active Directory, T-SQL, Microsoft SQL Server, SQL, Databases, Cisco Call Manager, Cisco Routers, Microsoft Exchange, Microsoft Technologies, Database Administration, Database Design, Software Documentation, Microsoft Office, Strategic Planning, Troubleshooting, Customer Service, Network Administration, Technical Support, SDLC, Linux, TCP/IP, Windows 7
Education
Santa Rosa Junior College 2003 — 2004
Computer Science
Annexus January 2008 - Present
Future Health Software 2004 - 2008
Legacy Marketing Group 1996 - 2004
Skills
Social Media, Marketing Communications, Marketing, Insurance, Strategic Financial..., Social Media Marketing, Marketing Strategy, Retirement, Budgets, CRM, PowerPoint, Team Building, Leadership, Event Planning, Strategic Planning, Financial Planning, Business Development, Investments, Project Management, Event Management, Small Business, Strategy, Microsoft Office, Microsoft Excel
Education
Iowa State University 1983 — 1998
Bachelor of Arts (B.A.), Journalism & Mass Communication - Advertising
Transworld Systems March 2009 - Present
Legacy Marketing Group 2002 - 2007
Masterwork Electronics August 2000 - November 2001
Phoenix American September 1980 - August 2000
Education
Humboldt State University 1978 — 1980
Bachelor of Arts, Mathematics
College of Marin 1975 — 1977
Calpine February 2011 - Present
Bottle Rock Power, LLC February 2006 - December 2007
Nelson Staffing November 2005 - February 2006
Legacy Marketing Group 2002 - 2004
Nelson Staffing 2001 - 2002
Education
Santa Rosa Junior College 1994 — 1996
Communication
Petaluma High School 1988 — 1989
Retirement Planning Services June 2015 - Present
Northbay Resource Group - Mitch White Agency September 2014 - May 2015
Davis Life and Annuity Brokerage June 2013 - April 2014
Legacy Marketing Group August 1998 - June 2013
Genworth Financial June 1982 - August 1998
Skills
Marketing, Fixed Annuities, Insurance, Sales, Marketing Strategy, New Business Development, Account Management, Retirement Planning, Retirement, Sales Management, Marketing Communications, Financial Services, Finance, Project Management, Life Insurance, Strategic Planning, Customer Service, 401k
Education
University of Phoenix
Business, Management, Marketing, and Related Support Services
Legacy Marketing Group July 2015 - Present
The AltiSure Group LLC January 2009 - July 2015
Transamerica Life Bermuda 2005 - 2008
Legacy Marketing Group January 1998 - September 2005
Skills
Life Insurance, Insurance, Investments, Fixed Annuities, New Business Development, Marketing, Market Research, Sales, Retirement, Retirement Planning, 401k, IRAs, Term Life Insurance, Long-term Care, Leadership, Universal Life, Disability Insurance, Mutual Funds, Financial Services
Education
Illinois State University 1985 — 1987
MBA, Marketing
Modern School 1966 — 1977
First American Home Buyers Protection July 2010 - Present
Scarbrough Financial Services December 2009 - June 2010
Weight Watchers of North America July 2007 - April 2010
Wells Fargo Insurance Services September 2007 - November 2008
Legacy Marketing Group April 1997 - July 2007
Skills
Customer Service, Management, Quality Assurance, Leadership, Process Improvement, Business Analysis, CRM, Software Documentation, Coaching, Project Management, Vendor Management, Sales, Microsoft Office, Time Management
Education
Community College of Allegheny County 1975 — 1977
Associates in Liberal Arts, Liberal Arts
Knowledge Universe April 2014 - Present
Knowledge Universe April 2005 - April 2014
Knowledge Universe February 2002 - April 2005
Legacy Marketing Group 1995 - 1999
Skills
Insurance, Property & Casualty..., Workers Compensation, Risk Management, Liability, Analysis, Commercial Insurance, Contract Negotiation, Financial Analysis, Training, Budgets, Customer Service, Strategic Planning, Management, Claims Management, Property, Employment Practices..., Team Building, Leadership, Staff Development, Program Management, Surety Bonds, Certificates Of...
Education
California State University-Sacramento 1987 — 1991
Communication and Media Studies
The National Alliance for Insurance Education & Research
CRM, Certified Risk Manager
Self-Employed November 2013 - Present
GreenLight Solutions January 2013 - May 2015
Origenie March 2013 - February 2015
RE/MAX Alliance - Broker Team May 2007 - August 2009
Autodesk February 2001 - May 2003
Illuminations (Acquired by Yankee Candle) October 1999 - February 2001
Legacy Marketing Group November 1998 - October 1999
CPI International October 1997 - November 1998
Southern Yosemite Visitors Bureau May 1996 - August 1997
Fresno Madera Farm Credit January 1995 - May 1996
Skills
Program Management, Research, Budgets, Marketing, Fundraising, Public Speaking, Microsoft Office, Leadership, Non-profits, Community Outreach, Program Development, Strategic Planning, Public Relations, PowerPoint, Project Management, Social Media, Nonprofits, Start-ups, Sustainability, Entrepreneurship, Philanthropy, Grant Writing, Event Planning, Program Evaluation, Volunteer Management, Microsoft Excel, Editing, Analysis, Outlook, Data Analysis, Coaching, Team Building, Event Management, Customer Service, Leadership Development, Environmental Consulting, Consulting, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Commercial Real Estate, Information Technology, Management, Inbound Marketing, Marketing Strategy, CRM, Social Media Marketing, B2B Marketing, Marketing Consulting
Education
Arizona State University 2014 — 2016
Executive Master's for Sustainability Leadership, Sustainability Studies
Arizona State University - W. P. Carey School of Business 2012 — 2014
Bachelor of Business Administration (BBA) - Sustainability, Sustainability Studies, Cum Laude, 1st Year Summa Cum Laude
California State University-Bakersfield 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Open Systems July 2014 - Present
Insight Global April 2013 - February 2014
StubHub March 2012 - March 2013
AFLAC March 2011 - October 2012
MASSMUTUAL February 2007 - December 2010
MetLife November 2005 - February 2007
Legacy Marketing Group February 2005 - November 2005
PHOENIX October 2004 - February 2005
Prudential Financial November 2002 - October 2004
ING Nederland May 2000 - May 2002
Skills
Business Analysis, PowerPoint, Sales, Change Management, Fixed Annuities, Financial Services, SDLC, Vendor Management, Account Management, Analysis, Business Intelligence, Business Process..., Business Requirements, CRM, Call Centers, Coaching, Cross-functional Team..., Employee Benefits, Customer Service, Insurance, Interviews, Leadership, Investments, Management, Networking, New Business Development, Process Improvement, Program Management, Project Management, Recruiting, Relationship Management, Requirements Gathering, Project Planning, Risk Management, Resource Management, Software Documentation, Sales Management, Team Leadership, Team Building, Training, Testing, Visio, User Acceptance Testing, Marketing, Cold Calling, Access
Education
Capital Community College 2012 — 2013
Certificate, Health Information/Medical Records Technology/Technician
East Hartford High 1989 — 1993
Diploma
Johnson and Wales University
Concentration in Sales Management
Manchester Community College
Concentration in Criminal Justice & Business Administration
The University of Connecticut
Concentration in Liberal Arts
CENTRAL GARDEN & PET November 2013 - Present
Kimberly-Clark September 2007 - November 2013
Safeway 2004 - 2007
Macromedia November 2003 - December 2004
Legacy Marketing Group November 2001 - November 2003
i2 Technologies June 1998 - November 2001
Skills
Sarbanes-Oxley Act, Financial Analysis, Strategic Financial..., Financial Reporting, Cognos, Process Improvement, Business Objects, Budgets, Mergers, Business Analysis, Business Process..., Finance, Financial Modeling
Education
Santa Clara University
Master of Business Administration (MBA), Finance, General
UCSC
Floyd County Schools, Rome City Schools, Cherokee County Schools (Alabama) January 2015 - Present
The Home Depot August 2013 - Present
Entertainment Industry January 2000 - Present
Floyd County Board of Education August 1994 - Present
Legacy Marketing Group July 2002 - December 2002
Rome News-Tribune January 1989 - March 1990
Skills
Theatre, Improvisation
Education
Covenant College 2008 — 2010
Bachelor's of Science, Early Childhood Education
Covenant College 2000 — 2002
Bachelor's of Science, Organizational Manageent
Georgia Highlands/Floyd College 1990 — 1992
Associate's, Business/Marketing Management
Coosa Valley Technical Institute 1984 — 1988
Diploma, Marketing and Management/Clerical
Pisenti & Brinker LLP 2011 - Present
Legacy Marketing Group 2001 - 2009
Skills
Financial Reporting, QuickBooks, Accounting, GAAP, Financial Accounting, Tax, Internal Controls, Financial Analysis, Income Tax, Corporate Tax, Tax Preparation, Tax Returns
Education
Sonoma State University 2009 — 2011
Bachelor of Science in Business Administration/Accounting
Santa Rosa Junior College
Associate of Science (A.S.)
Legacy Marketing Group October 2000 - Present
LookSmart July 1999 - September 2000
CCH, a Wolters Kluwer business July 1984 - July 1998
Skills
Copy Editing, Newsletters, Copywriting, Editing, Internal Communications, Corporate Communications, Press Releases, Marketing Communications, Public Relations, Strategic Communications, Technical Writing, Proofreading, Social Media, Content Management, Publications
Education
Golden Gate University, School of Law 1979 — 1982
Doctor of Law (JD)
University of Colorado at Boulder 1975 — 1978
Bachelor of Science (BS), Journalism
Kendall-Jackson September 2011 - Present
Doing Business Today March 2009 - October 2011
Knox Carpet Care & Home Repair January 2000 - January 2009
Legacy Marketing Group January 1996 - January 2001
Education
College of Marin 1990 — 1992
General Education
California Business Developement
Graduate, Blueprint for Success
SBDC - Small Business Development Center
Graduate, Business Class - PreVenture Training
University of California, Berkeley July 2012 - Present
Willis Lease Finance Corporation May 2010 - March 2012
Dilithium Networks Inc. March 2008 - April 2010
Legacy Marketing Group March 2001 - March 2008
Skills
Accounting, Financial Reporting
Education
San Francisco State University
M.S.B.A, Accounting
Moscow Institute of Foreign
B.A, Linguistics
Premier Agent Marketing April 2011 - June 2014
The TLC Company 2007 - 2008
Yellowbook 2005 - 2007
Legacy Marketing Group 1999 - 2006
Education
Metropolitan State University 2010 — 2013
Bachelor of Science (B.S.), Marketing and Management in the legal office
Metropolitan State University 2010 — 2013
Marketing and Management in the legal office
North Hennepin Community College 2009 — 2010
AA, Paralegal
BriarPatch Community Market May 2013 - Present
Nevada City School of the Arts October 2005 - April 2013
Pine Ridge Winery May 2004 - June 2005
Knowledge Learning Corporation 2002 - 2004
Legacy Marketing Group August 1995 - December 2001
Deloitte January 1990 - August 1995
Skills
Sarbanes-Oxley Act, Budgets, Financial Reporting, Management, Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, Strategic Planning, Managerial Finance, Analysis, Finance
Education
San Diego State University-California State University 1985 — 1989
BS, Accounting
Sierra College 1981 — 1985
Associate of Arts (A.A.), General Studies
Tanium July 2015 - Present
Damballa, Inc. September 2013 - June 2015
Dell SonicWALL April 2012 - August 2013
SonicWALL January 2012 - April 2012
Intel/McAfee July 2005 - November 2011
GC Micro May 2000 - June 2005
Legacy Marketing Group 1998 - 2000
Education
Dominican University of California 2001 — 2002
MBA, Strategic Leadership
University of San Francisco 1998 — 2000
BS, Information Systems Management
Thai House Restaurant February 2003 - July 2012
Legacy Marketing Group December 2002 - December 2003
Skills
Graphic Design, Adobe Photoshop, AutoCAD, PC Assembly and..., Software Installation..., Computer Applications, Internet Explorer, Internet/E-mail, Printer Setup, Microsoft Office, Windows 7, Windows XP Pro, Windows 2000, Microsoft Visio, Painting, Drawing, Creativity Skills, Sculpture, Diagrams, Diligent, Team-oriented, Autonomous, Adaptability, Organized, Detail Oriented, Focused Execution, Common Sense, Analitical, Respectful, Divergent Thinking, Tech Savvy, Calm, Responsible, Smart, Clever, Reasonable, Rational
Education
Santa Rosa Junior College 2012 — 2014
Empire College School of Business 2001 — 2002
Associate's degree, Information Technology