Lockton Companies
Industry: Insurance company
DescriptionLockton Companies Inc. is the world's largest privately held insurance brokerage firm, providing insurance, risk management, employee benefits and retirement services. In addition to its Kansas City, Missouri headquarters, Lockton operates more than 90+ locations in 27 countries. CEO: Ron Lockton (18 Jul 2017–) Headquarters: Kansas City, Missouri, United States Number of employees: 7,000 Founder: Jack Lockton Founded: 1966, Kansas City, Missouri, United States Subsidiaries: Lockton Companies Australia Pty Ltd,
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2,579 Lockton Companies employees in database. Find out everything there's to know about Lockton Companies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lockton Companies Employees
Lockton Companies August 2014 - Present
Skills
Health Insurance, Data Analysis, Excel, PowerPoint, Word, Insurance, Microsoft Office, Financial Analysis, Customer Service, Employee Benefits, Health, Strategic Planning, Account Management, Customer Relations, Group Health, Medicare Part D, Medicare, Medicare Supplements, Disability Insurance, Health Management, Long Term Care, Term Life Insurance, Group Benefits, Client Relationship..., Client Retention, Client Communications, Health Care Reform, Health Savings Accounts, COBRA, Benefits Administration, Life Insurance
Education
University of California, Davis 2003 — 2007
Bachelor of Arts, Economics, Spanish
Las Lomas High School
TIB Transportation Insurance Brokers March 2014 - Present
LILIN USA December 2013 - March 2014
SullivanCurtisMonroe February 2013 - December 2013
Lockton Companies July 2007 - November 2012
Skills
Risk Management, Insurance, Property & Casualty..., Claim, Process Improvement, General Insurance, Claims Management, Accounting, Workers Compensation, Commercial Insurance, Project Management, Customer Service
Education
University of California, Los Angeles 2000 — 2003
Lockton Companies October 2006 - Present
Marsh June 2003 - October 2006
Skills
Property & Casualty..., Builders Risk, Pollution Liability, OCIP, CCIP, Workers Compensation, Subcontractor Default..., OPPI, Casualty Insurance
Education
University of Arizona 1999 — 2003
Bachelor's degree, Economics
University of Arizona 1999 — 2003
Economics
Samaritan's Purse July 2014 - Present
The Home Depot June 2012 - July 2014
Lockton Companies February 2014 - February 2014
The Language Company May 2012 - August 2013
Truman State University August 2009 - August 2012
CAMPUS CHRISTIAN FELLOWSHIP January 2010 - May 2012
BAY VIEW CAFÉ May 2010 - December 2010
Skills
Editing, Creative Writing, Blogging, Copy Editing, Photography, Social Media, Event Planning, Customer Service, Higher Education, Microsoft Word, Tutoring, Advertising, Facebook, Public Speaking, WordPress, Twitter, InDesign, Proofreading, Pagemaker, Grammar, Leadership
Education
Truman State University 2008 — 2012
Bachelor of Arts, Communication
Enterprise Products October 2014 - Present
Lockton Companies June 2013 - October 2014
Lockton Companies June 2012 - January 2013
Skills
Microsoft Excel, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Economics; Cum Laude
Lockton Companies April 2014 - Present
Lockton Companies, LLC June 2006 - March 2014
Northland Symphony Orchestra July 2007 - June 2011
Lockton Companies, LLC June 2005 - June 2006
Ernst & Young, LLP February 2002 - June 2005
Together Center October 1999 - June 2002
CBIZ MHM LLC September 1999 - February 2002
Skills
Project Management, Income Tax, Property Tax, Partnership Taxation, S Corporations, Tax Dispute Resolution, Team Management, Tax Consolidation, Tax Incentives, State Tax, Apportionment, Use Tax, Fixed Asset Management, Fixed Asset Depreciation, Microsoft Office, PeopleSoft Financial, Finance, International Tax, Tax Advisory, Variance Analysis, Cash Management, Tax Research, Consolidation, Tax Returns, Forecasting, CPA, Journal Entries, Financial Statements, Account Reconciliation, General Ledger, Budgets, PeopleSoft
Education
Truman State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Lockton Companies 2014 - Present
Apheta 2004 - 2014
Arthur J. Gallagher and Co. 2002 - March 2004
Skills
Financial Analysis, Strategic Planning, Accounting, Leadership, Strategic Financial..., Financial Modeling
Education
University of California, Irvine 1999 — 2003
Bachelor of Arts (BA), Social Sciences
Integro Insurance Brokers September 2005 - Present
Lockton Companies 2003 - 2005
Hobbs / HRH 1992 - 2003
Arkwright - FM Global 1987 - 1992
Skills
Underwriting, Professional Liability, Property & Casualty..., Employment Practices..., Casualty, Brokers, Liability, Insurance, Commercial Insurance, Legal Liability, Workers Compensation, Risk Management, Claims Management, Claim, General Insurance
Education
University of California, Santa Barbara 1983 — 1986
BA, Anthropology
Lockton Companies February 2014 - Present
Farmers Insurance February 2012 - February 2014
Alaskan Adventures June 2011 - September 2011
Robeks July 2006 - July 2011
PlattForm Advertising May 2010 - August 2010
Skills
Bilingual, Insurance, Property & Casualty..., Leadership, Customer Service, Management, Marketing, Policy, Employee Benefits, Blogging, Process Scheduler, Advertising, Claim, Microsoft Excel, Microsoft Office, Training, Event Planning
Education
William Jewell College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.3
Universidad Complutense de Madrid
Lockton Companies 2015 - Present
Huron Consulting Group 2014 - 2015
Arthur J. Gallagher and Co. 2010 - 2014
Education
University of California, Riverside
B.S., Business Administration, Finance
Lockton Companies March 2004 - Present
CAST Management Consultants, LLC August 1997 - February 2000
Skills
Adobe InDesign CS6, Adobe Photoshop CS6, Adobe Illustrator CS6, Adobe Acrobat X, Microsoft PowerPoint..., Microsoft Word 2010, Microsoft Excel 2010, Microsoft Outlook 2010, Negotiation, Outlook, Photoshop, PowerPoint, Microsoft Word, Microsoft Office, Casualty, Illustrator, Adobe Acrobat, Brokers, Microsoft Excel, Office 2010, Social Media, Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Marketing, Customer Service, Workers Compensation, Leadership
Education
University of California, Los Angeles 1986 — 1992
Bachelor of Arts, Geography w/Environmental Studies Emphasis
University of California, Los Angeles 1986 — 1992
Bachelor of Arts (B.A.), Geography
Lockton Companies December 2014 - Present
Lockton Companies June 2014 - December 2014
ANKOR Energy LLC May 2012 - July 2012
Skills
Insurance, Energy, Finance, Accounting, Microsoft Excel, Research
Education
University of Alabama 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Axioma Inc. August 2015 - Present
Scottrade 2014 - 2014
Lockton Companies June 2013 - August 2013
Bank of China May 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Photoshop, Social Media, English, R, Python, Data Analysis, Statistics, Economics, Analysis, Financial Analysis, Bayesian statistics, VBA
Education
University of California, Berkeley 2011 — 2015
Statistics
Wuhan Foreign Languages School 1998 — 2010
CLS Partners September 2014 - Present
Arthur J. Gallagher & Co. October 2013 - September 2014
Lockton Companies November 2012 - October 2013
United American Insurance Company/Torchmark January 2009 - November 2012
Entorian Technologies June 2002 - June 2008
Prodigy Communications Corporation February 2001 - June 2002
drkoop.com, Inc July 2000 - February 2001
Skills
Microsoft Office..., Fidelity payroll..., ADP payroll software..., Lawson accounting..., Microsoft Office, Accounting, FLSA, Employee Benefits, Payroll, Human Resources, FMLA, ADP Payroll, Personnel Management, Deferred Compensation, 401k, Employee Relations, Benefits Administration, Defined Benefit, New Hire Orientations, Retirement, Workers Compensation, Customer Service, Retirement Planning, Interviews, Talent Management, Onboarding, ERISA, Temporary Placement, Change Management, Insurance, Leadership, Management, Mergers & Acquisitions, Performance Management, Recruiting, Vendor Management, Process Improvement, Policy, Health Insurance, COBRA, HR Policies, Organizational..., Open Enrollment, Life Insurance, Pensions, Compensation, Flexible Spending...
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
MBA, Human Resources, Management
University of Houston-Victoria 1991 — 1996
BBA, Management
AmWINS Group June 2015 - Present
Lockton Companies June 2013 - May 2015
Crimson Tide Foundation July 2011 - May 2013
ServisFirst Bank June 2012 - August 2012
Tide Pride Ticket Office June 2010 - May 2011
Skills
Program Management, Data Analysis, Management, Sports, Marketing, PowerPoint, Microsoft Excel, Media Relations, Microsoft Office, Time Management, Public Speaking, Sports Management, Social Networking, Sales, Social Media Marketing, Event Planning, Microsoft Word, Leadership, Social Media, Facebook, Research, Customer Service, Fundraising, Public Relations, Sports Marketing, Strategic Planning, Nonprofits, Event Management, SAS Base, SAS E-Miner, JMP, Risk Management, Property & Casualty...
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
MBA, Business Analytics
University of Alabama 2007 — 2011
Finance, Investment Management
Bolton & Company December 2014 - Present
CBIZ August 2013 - December 2014
Millennium Corporate Solutions May 2010 - August 2013
Lockton Companies March 2007 - April 2010
Grosslight Insurance Inc. January 2004 - March 2007
GNW-Evergreen Insurance, LLC October 2002 - January 2004
Skills
Property & Casualty..., Employment Practices..., Insurance, Professional Liability, Commercial Insurance, Accountants, Workers Compensation, Brokers, D&O, Liability, Commercial Lines, Legal Liability, Casualty, Marketing, Account Management, Claims Management, Underwriting, General Insurance, Inland Marine, Negotiation, Umbrella Insurance, Customer Service
Education
University of California, Los Angeles 1997 — 2002
Bachelor, Sociology/Asian American Studies
Lockton Companies April 2014 - Present
Willis August 2012 - April 2014
Lockton Companies April 2009 - August 2012
Lockton Companies April 2009 - December 2010
Skills
Employee Benefits, Project Management, Account Management, Customer Service, Financial Reporting, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Leadership, Management, Negotiation, Proposal Writing, Software Documentation, Strategic Planning, Strategy, Teamwork, Time Management
Education
Texas A&M University, College 2004 — 2008
Bachelor of Arts, Psychology/Communications
Universidad Internacional Menéndez Pelayo
Spanish
Lockton Companies July 2006 - Present
Arthur J. Gallagher & Co. 2002 - 2005
Marsh & McLennan Companies 1991 - 2002
Alexander & Alexander (Aon) 1985 - 1991
Skills
Property & Casualty..., Insurance, Professional Liability, Workers Compensation, D&O, Employment Practices..., Casualty, Brokers, Commercial Insurance, Legal Liability, Liability
Education
University of California, Los Angeles 1973 — 1978
B.A., Political Science
Lockton Companies June 2014 - Present
Lockton Companies March 2013 - June 2014
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP May 2011 - August 2011
Skills
Microsoft Excel, Property & Casualty..., Insurance, Risk Management, D&O, Fiduciary, Crime Insurance, EPL, Insurance Brokerage, Kidnap & Ransom, Errors & Omissions, Directors & Officers..., Employment Practices..., Workers Compensation, Commercial Insurance, Marketing, Microsoft Office
Education
University of Arizona 2008 — 2012
BS, Business (Eller College of Management)
Palos Verdes High School 2004 — 2008
Virage Capital Management February 2015 - Present
TMLT June 2013 - August 2013
Lockton Companies July 2012 - August 2012
Skills
Finance, Microsoft Excel, Insurance, Investments, Financial Analysis, Social Media Marketing, Entrepreneurship, Statistical Data..., Wordpress, Portfolio Management, R Programming, Bloomberg Terminal, Hedge Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor's Degree, Finance, Investment Management
Gordon Food Service March 2015 - Present
Lockton Companies April 2012 - March 2015
Law Office-University of Alabama Law School August 2010 - April 2011
Cottage Rental Agency May 2010 - August 2010
Law Office- University of Alabama Law School January 2010 - May 2010
ME Productions May 2009 - August 2009
House of Ladders and Scaffolding January 2004 - May 2007
Skills
Event Planning, Research, Public Speaking, Human Resources, Restaurants, Project Management, Employee Relations, Budgets, Marketing, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Sales
Education
University of Alabama 2007 — 2011
Bachelor's Degree in Science, Restaurant, Hotel, and Meetings Management
University of Alabama 2007 — 2011
Bachelor of Science, Human Environmental Sciences; Restaurant
Lockton Companies December 2012 - Present
Kaplan Test Prep and Admissions August 2011 - June 2012
Case & Roberts PC November 2010 - August 2011
Pi Beta Phi Fraternity January 2009 - December 2010
Homestead Country Club May 2009 - August 2010
The Upper Room Kansas City August 2004 - August 2010
Skills
InDesign, Social Media, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Microsoft Word, Fundraising, Research, Microsoft Office, HTML scripting, CSS, Marketing, Social Networking, Key Account Development, Marketing Strategy, Process Engineering, Social Media Marketing, Systems Analysis
Education
University of Kansas 2009 — 2012
Bachelor of Arts (B.A.), Creative Writing
University of Arkansas at Fayetteville 2008 — 2009
St. Teresa's Academy 2004 — 2008
Lockton Companies April 2014 - Present
Meritain Health 2013 - April 2014
Woodruff-Sawyer & Co February 2011 - January 2013
The BeneTex Group, Inc. January 2009 - March 2011
Meritain Health 2003 - 2009
Insurors of Texas 1998 - 2003
Cardinal Health 1997 - 1998
Baxter Healthcare (Cardio Systems) 1992 - 1997
Skills
Employee Benefits, Self-funded Health Plans, Healthcare, Pharmacy Benefit..., Consumer Driven..., Wellness Programs, Employee Engagement, Managed Care, Care Management, Disease Management, Data Analytics, Underwriting, Hospital Benefit..., 340b Pharmacy Programs, Benefits Technology, Human Resources..., Innovation, Creative Problem Solving, Cost Containment, Cost Savings Initiatives, Risk Management, Business Strategy, Compliance, Strategic Planning, Change Management, Performance Management, Marketing Strategy, Negotiation, Consultative Selling, Public Speaking, Mergers & Acquisitions, Employee Relations, Health Savings Accounts, Disruptive Change, Self-funded, Selling, Employee Wellness, Brokers, Health Insurance, Program Management, Human Resources, Sales, Insurance
Education
University of Cambridge 1990 — 1991
University of California, Santa Barbara 1985 — 1990
Chubb Insurance April 2014 - Present
Lockton Companies September 2013 - April 2014
Chubb Group of Insurance Companies May 2003 - September 2013
Skills
Underwriting, Property & Casualty..., Directors & Officers..., Fiduciary Liability..., Professional Liability, D&O, Fiduciary
Education
State University of New York at Buffalo 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Finance & Marketing
Lockton Companies August 2015 - Present
Direct Impaqt October 2013 - July 2015
FormFast September 2012 - July 2013
Chapel of the Cross May 2008 - August 2012
Truman State University January 2010 - May 2012
TBWA\Shanghai June 2011 - July 2011
Skills
Adobe Creative Suite, Microsoft Office, PC, Mac, Tennis, Juggling, Handle Multiple Projects, Keen Listener, Film Editing, Teamwork, InDesign, Photoshop, Digital Photography, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Visual Communication, Art, Teaching, HTML, Public Speaking, English, Leadership, Outlook, Windows, Editing
Education
Truman State University 2007 — 2012
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Lockton Companies May 2012 - Present
Houston International Insurance Group April 2011 - April 2012
Pension Corporation September 2010 - December 2010
Houston Casualty Company October 2006 - December 2009
AIG American General October 2003 - October 2006
Paragon Strategic Solutions December 2001 - October 2003
Aon Benfield January 1998 - October 2001
Skills
Insurance, Reinsurance, Underwriting, Risk Management, Management, Commercial Insurance, Property, General Insurance, Liability, Casualty, Property & Casualty...
Education
The University of Texas at Dallas 1998 — 2001
MBA, Finance and International Marketing
University of Houston 1992 — 1996
BBA, Marketing & QMS (Statistics)
Wells Fargo Insurance Services September 2014 - Present
Lockton Companies April 2005 - August 2014
Mercer 2004 - 2005
Skills
Risk Management, Reinsurance, Brokers, Disability Insurance, Liability, Employee Benefits, General Insurance, Health Care Reform, Insurance, Underwriting, Health Insurance, Benefits Administration, Health Savings Accounts
Education
University of California, Los Angeles
Bachelor, Economics
Cisco May 2015 - Present
Colorado Office of Administrative Courts January 2015 - May 2015
Colorado Attorney General's Office - Consumer Credit Division May 2014 - August 2014
Lockton Companies November 2011 - April 2013
Johnson Rice & Company May 2010 - August 2010
First Bankers Banc May 2009 - August 2009
Skills
Financial Modeling, Research, Microsoft Office, Critical Thinking, Financial Writing
Education
University of Colorado School of Law 2013 — 2016
Doctor of Law (J.D.)
Tulane University 2007 — 2011
BSM: Magna Cum Laude, Finance, History
Alliant Insurance Services April 2009 - August 2010
Lockton Companies 2005 - 2009
REI June 2004 - February 2005
Skills
Workers Compensation, Insurance, Teamwork, Professional Liability, Bilingual-English/Spanis..., Risk Management, Liability, Property & Casualty..., Legal Liability, Employee Benefits, Claim, Casualty, General Insurance, Brokers, Commercial Insurance, Customer Service, Underwriting, Casualty Insurance
Education
Universidad de Cantabria 1995 — 2002
Derecho
MeMD, Inc February 2015 - Present
Univers Workplace Benefits March 2011 - February 2015
Lockton Companies December 2008 - March 2011
BenefitProtect October 2003 - October 2008
CNA Group Benefits June 1999 - March 2003
Unum February 1995 - March 1999
Skills
Health Insurance, Employee Benefits, Disability Insurance
Education
University of Arizona 1989 — 1993
Business Finance, Finance
Brophy College Preparatory 1986 — 1989
Willis 2010 - 2014
Lockton Companies 2007 - 2009
Liberty Mutual 2000 - 2007
Skills
Real Estate, Property & Casualty..., Casualty, Insurance, Management, Employment Practices..., Sales, Claim, Customer Service, Commercial Insurance, Underwriting, D&O, Portfolio Management, Professional Liability, Legal Liability, Casualty Insurance, Liability, Workers Compensation
Education
Troy University 1999 — 2001
MBA
Troy University 1995 — 1999
B.S., Business
AICPCU
Accredited Adviser in Insurance
Lockton Companies January 2013 - Present
Target 2008 - 2012
Mihlfeld & Associates May 2007 - September 2007
Skills
Microsoft Office, People-oriented, Team Management, Cross-functional Team..., Logistics Management, Customer Oriented, Collaborative Problem..., Retail Category..., Staff Development, Retail Replenishment, Guest Service Management, Strategic Planning, Outlook, Marketing, Customer Satisfaction, Customer Service
Education
Truman State University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration, Marketing Concentration
Lockton Companies June 2014 - Present
Lockton Companies October 2011 - May 2014
Lockton Companies September 2007 - October 2011
Delkin Devices September 2004 - June 2007
The HR Company May 1999 - December 2003
Welch Allyn July 1996 - May 1999
LabCorp November 1989 - June 1996
Skills
Human Resources, Benefits Administration, Employee Benefits, Recruiting, Customer Oriented, HRIS, Employee Relations, Talent Management, Account Management
Education
University of California, San Diego 1985 — 1989
Bachelor's degree, Psychology
Chapman University
Certificate in HR Management
SDSU, College of Extended Studies
Certificate in HR Management
UC San Diego, College of Extended Studies
The HR Leadership Program
UnitedHealthcare September 2011 - Present
Lockton Companies October 2008 - October 2011
Kaiser Permanente January 2006 - October 2008
Tri-County Health Department 2004 - 2006
Skills
Strategic Planning, Public Health, Program Management, Prevention, Management, Human Resources, Healthcare, Health Promotion, Employee Benefits, Data Analysis, Analysis, Coaching, Health Policy, Personnel Management, Program Evaluation
Education
University of South Florida 1999 — 2001
MSPH, Epidemiology
Trinity University-Washington 1993 — 1997
BA, Biology
Lockton Companies June 2011 - Present
Chicago Inter Handball Club 2009 - Present
Willis May 2008 - June 2011
US Army June 2002 - February 2008
Cornell University September 2006 - December 2006
Skills
Military, Leadership, Army, Program Management, Team Leadership, Risk Management, Strategic Planning, Insurance, Negotiation, Contract Negotiation
Education
University of Phoenix 2005 — 2008
MBA
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (B.S.), Engineering/Industrial Management
Holmes Murphy & Associates March 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas November 2012 - March 2015
Lockton Companies September 2011 - September 2012
Lockton Companies July 2008 - September 2011
Skills
Insurance, Employee Benefits, Health Insurance, Risk Management, Healthcare, Process Improvement, Customer Service, PowerPoint, Professional Liability, Microsoft Office, Microsoft Word, Strategic Planning, Project Management, Market Research
Education
The University of Texas at Dallas 2015 — 2017
Master of Business Administration (MBA)
University of Michigan 2004 — 2008
B.S., Statistics and Earth Science
Lockton Companies July 2014 - Present
UC Berkeley June 2013 - May 2014
Yammer, Inc. June 2012 - August 2012
Cox, Castle & Nicholson May 2011 - August 2011
Cox, Castle & Nicholson June 2010 - August 2010
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Social Networking, Microsoft Word, Public Speaking, Customer Service, Research, Sales, Fundraising, Editing, Creative Writing, Critical Thinking, Online Research, Windows, Time Management, Facebook, English, Outlook, Teamwork, Leadership, CRM, Tutoring, Sports, Start-ups, Data Entry, Economics, Google Docs, Statistics, Analysis, Spanish, Management
Education
University of California, Berkeley 2010 — 2014
Bachelor of Science (B.S.), Environmental Economics and Policy
Property Tax Advisory Group November 2009 - Present
Lockton Companies 2006 - 2009
Relco Corporation 1996 - 2006
Skills
Real Estate, Account Reconciliation, Accounts Receivable, Tax, Accounting, General Ledger, Financial Reporting, Financial Analysis
Education
University of Arkansas at Fayetteville 1992 — 1996
BSBA
Lockton Companies April 2015 - Present
Lockton Companies November 2012 - Present
Western Growers October 2011 - November 2012
Project Tomorrow November 2010 - June 2011
Lockton Companies June 2010 - August 2010
Nordstrom June 2008 - June 2009
Mervyns June 2007 - September 2007
Skills
Analysis, Customer Service, Management, Program Management, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Outlook, Microsoft Word, Leadership, Surety Bonds, Account Management, Research, Marketing, Event Planning, Strategic Planning
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine
Bachelor of Arts: Social Ecology, Psychology, Criminology, Urban Studies, Enviornmental Science
Northwood High School
High School Diploma
Lockton Companies April 2012 - Present
Matson, Driscoll & Damico LLP April 1995 - April 2012
Skills
Insurance Claims, Damages, Forensic Accounting, Financial Analysis, Property & Casualty..., Insurance, Underwriting, Internal Audit, Litigation Support, Financial Reporting, Tax, Liability, Internal Controls, Claim, Fraud, Claims Management, Financial Risk, Financial Modeling, Commercial Insurance, CPA, Accounting, Reinsurance, Risk Management, Business Valuation, Auditing, Brokers, General Insurance, Property Damage, Due Diligence, Subrogation, Financial Statements, Workers Compensation, Sarbanes-Oxley Act, Casualty, Strategic Financial..., QuickBooks, Casualty Insurance
Education
Troy University 1988 — 1993
Bachelor of Science and Master of Business Administration, Accounting
The Heico Companies LLC July 2015 - Present
Lockton Companies January 2013 - July 2015
Waddell & Reed August 2007 - December 2012
Ceridian October 1994 - July 2007
Skills
Employee Benefits, Process Improvement, Vendor Management, SDLC, HRIS, Business Analysis, Benefits Administration, Project Management
Education
University of California, Irvine 1990 — 1995
Social Ecology
Lockton Companies August 2015 - Present
Litigation Legal Insight Experts January 2015 - July 2015
Skills
Customer Service, Research, Public Speaking, Spanish, Social Networking, Community Outreach, Teamwork, Event Planning, Marketing, Teaching, Management, Office Administration, Data Analysis, Data Mining, Medical Case Management, Sales Recruitment, Editing, Legal case management, scheduling (computing), E-Recruitment, research and development, Litigation Management, Employee Training
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Philosophy
Lockton Companies September 2015 - Present
Santa Marta September 2014 - May 2015
Closed Loop Recycling & Green Stream Chemicals May 2014 - September 2014
Truman State University September 2011 - May 2014
Skills
Spanish, Logistics, Sales, Salesforce.com, Project Management, International Business, Teaching, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Leadership, Time Management, Customer Service, Event Management, Public Speaking, Research, Teamwork, Social Media
Education
Truman State University 2010 — 2014
Bachelor of Arts (B.A.), International Business and Spanish
Universidad de Sevilla 2012 — 2013
Spanish, Spanish
Lockton Companies October 2015 - Present
Lockton Companies December 2014 - September 2015
Lockton Companies August 2013 - December 2014
Skills
Social Media, Time Management, Social Networking, Customer Service, Scheduling, Writing, Oral & Written..., Organization, Leadership, Teamwork, Microsoft Office, Outlook, PowerPoint, Communication, Event Planning, Public Speaking
Education
University of Colorado at Boulder 2009 — 2013
International Affairs
Universitat Autònoma de Barcelona 2012 — 2012
International/Global Studies
Wheat Ridge High School 2004 — 2009
Holmes Murphy & Associates November 2013 - Present
City of Dallas April 2011 - July 2015
Spark Habit Labs September 2012 - October 2013
Lockton Companies August 2002 - September 2012
Dunning Benefits January 1998 - July 2001
John L. Wortham & Sons, LLP January 1996 - January 1998
Travelers September 1991 - June 1994
Skills
Project Implementation, People Management, Contract Negotiation, Supplier Negotiations, Employee Benefits, Management, Insurance, Outsourcing, Employee Wellness..., Budgets, Advertising, Human Resources, Marketing Strategy, Supplier Negotiation, Executive Management, Strategic Planning, Strategy, Business Strategy, Consulting, Mergers & Acquisitions, Recruiting, Entrepreneurship, Strategic Partnerships, Business Development, New Business Development, Healthcare, Account Management, CRM, Start-ups, Risk Management, Business Planning, Management Consulting, Team Building, Organizational..., Vendor Management, Marketing, Change Management, Leadership Development, Training
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
BBA
J.J. Pearce High School 1983 — 1987
Lockton Companies June 2015 - Present
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Flexible Spending..., Health Care Reform, Open Enrollment, Group Insurance, COBRA, 401k, Employee Wellness..., Disability Insurance, Benefits Administration, Insurance, Life Insurance, Underwriting, Workers Compensation
Education
University of California, Berkeley
B.A.
Lockton Companies July 2015 - Present
Sitzmann Morris & Lavis September 2009 - June 2015
The Udinsky Group February 2002 - June 2008
Isthmus Network Consulting March 2001 - July 2001
Skills
Strategy, Management, Marketing, Forecasting, Analysis, Financial Modeling, Mergers & Acquisitions, Analytics, Cross-functional Team..., Business Development, Data Analysis, CRM, Employee Benefits, Health Insurance, Insurance, Strategic Planning
Education
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Economics
InContext Solutions February 2015 - Present
Anheuser-Busch InBev September 2012 - February 2015
Lockton Companies 2012 - 2012
Cape Girardeau Parks and Recreation Department – Aquatics Division 2007 - 2012
Skills
Microsoft Excel, SPSS, PowerPoint, Microsoft Office, Marketing Research, Excel, Word, Minitab, Matlab, Maxima, LaTeX, Python, Linear Regression, ANOVA, Numerical Analysis, Linear Algebra, Office Management, Discrete Mathematics, Sampling, Project Management, Consumer Insight, Tracking Studies, Quantitative Research, Qualitative Research, Ethnography, Teamwork, Time Management, Microsoft Word, Sales, Marketing
Education
Truman State University
Bachelor of Science (BS), Mathematics and Statistics
Lockton Companies April 2015 - Present
Recondo Technology May 2008 - April 2015
The Schwan Food Company August 2007 - May 2008
Magellan Health Services May 2003 - June 2007
Skills
Employment Law, Benefit Administration, Customer Service, Employee Relations, Employee Training, Onboarding, Applicant Tracking..., HRIS, Performance Management, Employee Benefits, New Hire Orientations, Organizational..., Human Resources, Benefits Administration, Personnel Management
Education
Truman State University 1999 — 2003
Bachelor of Science, Psychology; Biology
Lockton Companies March 2010 - Present
American Association for Safe Patient Handling & Movement November 2013 - Present
ASSE 2012 - 2014
ASSE 2012 - 2014
ANA National Safe Patient Handling Standards June 2012 - July 2013
Lockton Co. Denver, Voted Best Place to Work in Insurance 2010 March 2010 - June 2013
Berkley Risk Administrators November 2002 - March 2010
Berkley Risk Administrators March 2004 - July 2009
Beacon Environmental July 1999 - July 2000
ILC November 1998 - May 1999
Skills
Occupational Health, EHS, Ergonomics, Industrial Hygiene, Manufacturing, Workers Compensation, Process Improvement, Healthcare, Leadership, Safety Management..., Policy, Property & Casualty..., Risk Management, Risk Assessment, Training, Human Resources, Construction Safety, Public Speaking, Hazardous Waste..., Safety Training, Auditing, Strategic Planning, Inspection, Environmental Awareness, Commercial Insurance, Customer Service, Claim, Team Building, Insurance, Industrial Safety, Analysis, Emergency Management, Accident Investigation, Legal Liability, Claims Management, Commercial Lines, Investigation, Liability, Accident, Workers' Compensation..., Casualty, Professional Liability, Risk Management..., Employment Practices..., Employee Benefits, D&O, Underwriting, Claim Investigation, Risk Analysis, General Insurance
Education
University of Wisconsin-Stout 1989 — 1990
MS Risk Control, Safety, 3.95 GPA
Universidad de Lima 1984 — 1985
Business Administration & Spanish
St Charles HS
University of St. Thomas
BA, Spanish
Berkshire Hathaway Homestate Companies July 2013 - Present
Executive Benefit Alliance December 2009 - December 2012
Lockton Companies June 2012 - August 2012
Skills
Microsoft Suites, Leadership, Social Media, Finance, Spanish, Microsoft Word, Marketing, Appointment Scheduling, Property & Casualty..., Time Management
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance, General
Universidad Pablo de Olavide 2011 — 2011
Hispanic Studies
Ironshore Insurance October 2013 - Present
Lockton Companies August 2011 - October 2013
ACE Group Insurance December 2008 - October 2011
Impact Finance Corporation March 2005 - December 2008
Crump Insurance Brokers January 2002 - March 2005
Heath Insurance Brokers January 2000 - January 2001
Uzick & Associates January 1997 - January 1998
Skills
Liability, Insurance, Risk Management, Customer Service, Underwriting, Brokers, Accounts Payable, Accounts Receivable, Marketing, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty Insurance, Legal Liability, General Insurance, Workers Compensation, Time Management, Invoicing, Accounting, Claim, D&O
Education
The University of Texas at Dallas 1998 — 2000
Business
The University of Texas at Dallas
Business Administration
Lockton Companies February 2015 - Present
Lockton Companies September 2013 - January 2015
USI Insurance Services July 2010 - September 2013
Skills
Employee Benefits, Disability Insurance, Health Insurance, Brokers, Management, Insurance, Analysis, Workers Compensation, Account Management, Benefits Administration, Marketing, Microsoft Office, Customer Service, Healthcare, Life Insurance
Education
UCSB 2006 — 2010
Bachelor of Science (BS), Zoology/Animal Biology
Towers Watson August 2014 - Present
UCLA College Library Instructional Computing Commons September 2012 - June 2014
Towers Watson June 2013 - September 2013
Lockton Companies June 2012 - August 2012
UCLA Housing & Hospitality: Cafe 1919 September 2011 - June 2012
UCLA’s Samahang Pilipino Advancing Community Empowerment (SPACE) October 2010 - December 2010
Skills
R, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, C++(basic), Wintam (basic), Visual Communication, Oral Communication, Social Media, Customer Service, Statistics, Data Analysis, Social Networking
Education
UCLA 2010 — 2014
Bachelor of Science (BS), Statistics, 3.43/4
Lockton Companies June 2015 - August 2015
Charity Brands Consulting January 2015 - April 2015
AARRIS HOMECARE May 2014 - September 2014
Applied Perceptions February 2013 - June 2013
UCLA Health System September 2010 - August 2011
EXPRESS October 2009 - September 2010
Central Casting October 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Leadership, Community Outreach, Customer Service, Research Projects, Time Management, Legal Writing, Sales Operations, Westlaw, Workplace Organization, Administrative Work, Leadership Retreats, Laboratory Skills, Word Processing, Corporate Social..., PowerPoint, Research, Social Media, Consulting, Administration, Commercial Insurance, Public Speaking
Education
University of Southern California 2013 — 2016
Doctor of Law (JD), Corporate Law
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Sociology
Emerald Creek Group March 2014 - Present
Los Angeles Athletic Club April 2013 - Present
The Biggest Loser Resorts March 2014 - September 2014
Lockton Companies June 2012 - February 2014
UCLA Athletics January 2011 - June 2012
UCLA Athletics January 2011 - June 2011
LA Tennis Open June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Social Media, Event Management, Microsoft Excel, Microsoft Word, Commercial Insurance, Sports Marketing, Event Planning, Public Speaking, Marketing Strategy, Property & Casualty..., Risk Management, Fitness, Yoga, Wellness, Strength & Conditioning
Education
UCLA 2008 — 2012
B.A., Psychology
CBE Office Solutions May 2015 - July 2015
Lockton Companies June 2014 - August 2014
Osprey Biomedical November 2012 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Sales Process, Marketing Strategy, Cold Calling, Sales Prospecting, Prospect Research
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Bachelor of Science (B.S.), Management Entrepreneurship, Junior
Mira Costa High School 2009 — 2013
Diploma
Lockton Companies December 2014 - Present
McGriff, Seibels & Williams June 2013 - December 2014
Northwestern Mutual November 2012 - May 2013
Aspose Pty Ltd. October 2008 - October 2009
Claims Administrative Services, Inc. September 2006 - June 2007
Skills
Microsoft Office, Typing, Filing, Phone Skills, Customer Service, Internet, Adobe Acrobat, Windows, Fax, Scheduling, Budgeting, Invoicing, Microsoft Excel, Insurance, Microsoft Word, Data Entry, Administrative..., Telephone Skills, Marketing, PowerPoint, Training, Time Management, Leadership
Education
St. John's River College 2005 — 2005
Tyler Junior College 2004 — 2005
Lockton Companies April 2015 - Present
Lockton Companies April 2015 - Present
Nordstrom October 2009 - April 2015
Merit Financial December 2013 - August 2014
Skills
Microsoft Excel, Public Speaking, Sales Presentations, Quota Achievement, Organizational..., Account Management, Accounts Receivable, Reporting & Analysis, Customer Service, Time Management, Leadership
Education
University of California, San Diego 2008 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies
University of California, San Diego 2008 — 2013
Communication
Willis January 2014 - Present
Crystal & Company July 2010 - January 2014
Arthur J. Gallagher May 2009 - July 2010
Lockton Companies July 2006 - May 2009
Brown & Brown March 2005 - March 2006
USAF September 1997 - March 2005
Skills
Insurance, Property & Casualty..., Health Insurance, Risk Management, Casualty, Sales, Healthcare, Strategic Planning, Underwriting, Workers Compensation, Commercial Insurance, Employee Benefits, Brokers, Mergers & Acquisitions, Professional Liability, New Business Development, Team Building, Legal Liability, Liability, Private Equity
Education
Webster University 2002 — 2004
MBA
United States Air Force Academy 1991 — 1995
Bachelor’s Degree, Business Administration and Management, General
Amy Zambrano LMT LLC April 2007 - Present
Certified Flight Instructor November 2000 - Present
CTS Group February 2014 - Present
Lockton Companies April 2012 - Present
Drury Hotels February 2003 - Present
JetCorp Technical Services, Inc. September 2005 - September 2006
Marcone Supply January 2005 - September 2006
Executive Beechcraft September 2002 - January 2005
Air Methods March 2001 - September 2002
Big River Aviation LLC January 2001 - January 2002
Education
Truman State University 1990 — 1994
Bachelor's degree, Double Major in Psychology and Child & Family Development
Bombardier
Learjet Type Rating LRJ, Lear 31A
A Gathering Place Massage Therapy School 2006 — 2007
Licensed Massage Therapist, Medical Massage
Lockton Companies February 2015 - Present
Outsource, LLC December 2013 - January 2015
The Jewish Federation of Greater Los Angeles November 2012 - November 2013
Bernards November 2009 - October 2012
SingerLewak,LLP September 2006 - November 2009
Skills
Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, US GAAP, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, SEC filings, CPA, General Ledger, Revenue Recognition, Assurance
Education
University of California, Santa Barbara 2002 — 2006
BA, Business Economics with Accounting Emphasis, Chinese and Music
Lockton Companies May 2013 - Present
Lockton Companies July 2011 - May 2013
Hawthorn Suites by Wyndham 2006 - 2011
Skills
Customer Service, Hospitality, Human Resources, Employee Benefits, Hospitality Management, Office Management, Outlook, Sales, PowerPoint, Microsoft Excel, Management, Project Planning, Interviews, Insurance, Training, Leadership, Public Speaking, Marketing
Education
University of California, Davis 2006 — 2010
BA, Psychology, Communications, Sociology
Lockton Companies November 2011 - Present
Lockton Companies January 2009 - November 2011
Lockton Companies February 2008 - January 2009
Wells Fargo January 2007 - February 2008
Skills
Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Liability
Education
Truman State University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration, Management and Marketing
Lockton Companies January 2014 - Present
Lockton Companies August 2011 - December 2013
Skills
Actuarial Science, Risk Analysis, Analytics, Data Analysis, Predictive Modeling, Commercial Insurance, Workers Compensation, Property & Casualty..., Insurance, Brokers, Professional Liability, Underwriting, Liability, General Insurance, Casualty, Commercial Lines
Education
Truman State University 2007 — 2011
Bachelor of Science (BS), Mathematics
Truman State University 2007 — 2011
Bachelor of Arts (BA), Physics
Garage Fit Equipment May 2014 - Present
Towers Watson July 2013 - May 2014
Lockton Companies November 2011 - March 2013
Skills
Product Development, Fitness Industry, Statistical Data..., Statistical Modeling, Multivariate Statistics, Statistical Software, Applied Probability, Probabilistic Models, Probability Theory, Financial Analysis, Financial Reporting, Financial Risk, Mathematica, SAS programming, Retirement Benefits, Actuarial Science, Actuarial Consulting, Actuarial Exams, Health & Welfare..., Health & Welfare..., Fitness Training, Fitness Consulting, Employee Wellness..., Wellness Coaching, Entrepreneurship, Internet Entrepreneur, Business Model..., Web Design
Education
The University of Texas at San Antonio 2009 — 2011
Bachelor of Science (BS), Actuarial Science
United States Military Academy at West Point 2003 — 2007
Economics
Lockton Companies June 2015 - Present
Lockton Companies June 2014 - June 2015
Lockton Companies, LLC June 2013 - June 2014
Lockton Companies January 2012 - June 2013
Neovia Integrated Insurance Services July 2008 - January 2012
Skills
Health Insurance, Healthcare Reform, Insurance, Health Savings Accounts, Underwriting, Project Management, PowerPoint, Microsoft Excel, Brokers, Disability Insurance, Benefits Administration, COBRA, Employee Benefits, Health Care Reform
Education
UCSB 2003 — 2008
Bachelor's degree, Philosophy
Lockton Companies June 2014 - Present
Level 3 Communications May 2013 - May 2014
University Tees August 2011 - May 2014
Skills
Leadership, Public Speaking, Microsoft Office, Teamwork, Writing, Sales, Retail Sales, Creativity, Time Management
Education
The University of Tulsa 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Marketing
University of Adelaide
Jefferson City High School 2007 — 2010
Honors Diploma
Lockton Companies October 2014 - Present
Lockton Companies September 2012 - October 2014
Lockton Companies July 2011 - September 2012
Skills
Employee Benefits
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Finance, International Business
Universidad Pablo de Olavide 2010 — 2010
International Business and Culture, Junior
Cherry Creek High School 2003 — 2007
Lockton Companies January 2014 - Present
LifeBound October 2012 - January 2014
Campus Crusade for Christ August 2012 - January 2014
Campus Crusade for Christ June 2010 - August 2012
The Cottages of Columbia March 2008 - October 2010
United States Senate January 2010 - May 2010
Mizzou for Malawi 2008 - 2010
Hallmark Cards May 2009 - August 2009
MaxStudio.com June 2007 - December 2008
Polsinelli June 2008 - August 2008
Skills
Editing, Blog Marketing, Event Planning, Social Media, Facebook, Fundraising, Event Management, Public Speaking, Microsoft Office, Social Media Marketing, PowerPoint, Microsoft Excel, Public Relations, Customer Service, Microsoft Word, Marketing Communications, Sales Management, Leadership, Market Research, Training, Time Management
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Science in Business Administration
Università degli Studi di Bergamo 2008 — 2008
Notre Dame de Sion High School 2002 — 2006
St. Paul's Episcopal Day School
Lockton Companies August 2014 - Present
Veterans United Home Loans March 2013 - August 2014
Shelter Insurance Companies September 2012 - February 2013
Skills
Insurance, Customer Service, Mortgage Lending, Marketing, Team Building, VA Loans
Education
Truman State University 2006 — 2009
Bachelor's Degree, English Language and Literature, General
Lockton Companies August 2012 - Present
NAIC September 2011 - August 2012
Bank of America / Merrill Lynch September 2006 - September 2011
Skills
Customer Service, Employee Benefits, Health Insurance, Insurance, Microsoft Excel, Microsoft Office, Strategic Planning, Workers Compensation, Account Management, Life Insurance
Education
Truman State University 1998 — 2003
BFA, Sculpture
Pembroke Hill 1995 — 1998
High School
Lockton Companies June 2012 - Present
Pritchett-Moore Insurance Agency August 2010 - December 2011
Skills
Property & Casualty..., Commercial Insurance, Brokers, Customer Service
Education
University of Alabama 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Insurance, Magna Cum Laude
Lockton Companies April 2006 - Present
Haake Companies 1998 - 2006
Skills
Professional Liability, Commercial Insurance, Underwriting, Casualty, Property & Casualty..., Employment Practices..., D&O, Commercial Lines, Liability, Workers Compensation, Legal Liability, Brokers, CPCU, Claim, General Insurance
Education
Truman State University
Lockton Companies June 2005 - Present
Lockton Companies June 2005 - Present
Skills
Property & Casualty..., Commercial Insurance, Liability, Casualty, Commercial Lines, Insurance, D&O, Reinsurance, Professional Liability, Risk Management, General Insurance, Underwriting, Claim, Leadership, Captives, Brokers, Workers Compensation, Legal Liability, Financial Risk, Umbrella Insurance, Employment Practices..., Health Insurance, Excess, Employee Benefits, Casualty Insurance
Education
University of Missouri-Kansas City 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Truman State University 2001 — 2003
n/a, Music Education
ExamWorks June 2014 - Present
ExamWorks June 2011 - May 2014
ExamWorks 2010 - June 2011
Lockton Companies June 2005 - August 2010
CNA January 2003 - March 2005
Skills
Property & Casualty..., Claim, Insurance, Workers Compensation, Risk Management, Claims Management, Negotiation, Casualty, Workers' Compensation..., Litigation, Outlook, Customer Service, Subrogation, Liability, Commercial Insurance, Professional Liability, General Insurance, Legal Liability, Casualty Insurance
Education
The University of Texas at San Antonio 1984 — 1989
BBA, Accounting
Court Square Capital Partners July 2015 - Present
Credit Suisse July 2013 - June 2015
Lockton Companies June 2012 - September 2012
Kleinberg Lange Cuddy & Klein, LLP November 2010 - January 2011
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Capital Markets, Financial Analysis, Mergers, Valuation, Private Equity, Investments, Due Diligence, Microsoft Office
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business-Economics, Senior
Harvard-Westlake High School 2005 — 2009
High School Diploma
Lockton Companies June 2013 - Present
Lockton Companies May 2011 - June 2013
Kelly & Associates Insurance Group January 2010 - May 2011
Kelly & Associates Insurance Group May 2007 - January 2010
Skills
Benefits Administration, Customer Service, Health Insurance, Insurance, Employee Benefits, Life Insurance, Term Life Insurance, Human Resources, Disability Insurance, Health Savings Accounts, Cold Calling, Claim, Account Management, Underwriting
Education
University of Baltimore 2003 — 2007
Bachelor Science, Management
Marsh November 2013 - Present
Lockton Companies February 2003 - November 2013
Aon Risk Services October 1996 - February 2003
Brockman y Schuh (Marsh Mexico) May 1989 - October 1996
Skills
International P&C..., Bilingual-Spanish, Brokers, Compliance, Insurance, Casualty, Property & Casualty..., Commercial Insurance, General Insurance, Workers Compensation, Underwriting, Risk Management, Reinsurance, Professional Liability, Liability, Legal Liability, Health Insurance, Excess, Employment Practices..., D, Claims Management, Claim, Captives, Casualty Insurance
Education
Universidad Panamericana 1982 — 1985
Centro Universitario Anglo Mexicano 1979 — 1982
Bachelor in Physics and Math
Lockton Companies August 2013 - Present
Lockton Companies June 2011 - August 2013
Arthur J. Gallagher & Co. June 2010 - August 2010
VentureWest Partners, LLC July 2009 - August 2009
Skills
Risk Management, Property & Casualty..., Public Speaking, Customer Service, Strategic Planning, Social Media, Leadership, Commercial Insurance, Research, Sales Presentations, Prospect Research, Client Prospecting
Education
University of California, Berkeley 2007 — 2011
BA, Legal Studies, Honors
Lockton Companies August 2015 - Present
Education
Union College 1991 — 1995
BA, Political Science, Spanish
Williamsville South High School 1987 — 1991
Lockton Companies May 2015 - Present
LEVELTWO August 2013 - April 2015
LEVELTWO March 2013 - August 2013
The Marketing Arm October 2012 - November 2012
bigInk August 2012 - October 2012
Skills
Social Media, Advertising, Public Speaking, Editing, Customer Service, Recruiting, Account Management
Education
University of Arkansas 2008 — 2012
Bachelor of Arts (B.A.), Journalism (Sequence of Advertising / Public Relations) & Political Science
Coppell High School 2004 — 2008
Lockton Companies July 2013 - Present
The Rosewood Corporation June 2011 - May 2013
Skills
Equities, Hedge Funds, Fixed Income, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, PowerPoint, Financial Reporting, Equity Valuation, Equity Research, Finance, Analysis, Alternative Investments, Fixed Income Analysis, Morningstar, Microsoft Word, Equity Research Analysis, Hedge Fund Analysis, Client Relations Skills, Investments, Commercial Insurance, Property & Casualty..., Commercial Real Estate, Customer Service, Personal Appearances
Education
CPCU Candidate 2015
Underwriting
The University of Texas at Dallas 2008 — 2011
Bachelor of Science (B.S.), Finance
Shattuck-St. Mary's School
Prep
Lockton Companies March 2013 - Present
Skills
Insurance, Employee Benefits, Health Insurance, Brokers, Underwriting, Property & Casualty..., Disability Insurance, Health Savings Accounts, Risk Management, Reinsurance, Commercial Insurance, Workers Compensation, Life Insurance, Strategic Planning, Benefits Administration, Claim, Managed Care, New Business Development, Process Improvement, Talent Management, Healthcare, Business Strategy, Sales, Professional Liability, COBRA, Health Care Reform, Legal Liability, Captives, Employment Practices..., Leadership, Term Life Insurance, Claims Management, Long-term Care, General Insurance, Liability, Accident, 401k
Education
University of Arizona 1994 — 1999
Bachelor of Science (B.S.), Business Management
ACCESS Insurance Services, Inc. October 2011 - Present
Team Crossfit Academy June 2010 - Present
Lockton Companies December 2008 - November 2011
Safeco November 2006 - December 2008
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Legal Liability, Insurance, Strategic Planning
Education
University of California, Los Angeles 2001 — 2005
BS, Economics
SCIC
Lockton Companies June 2013 - Present
Wells Fargo Insurance Services January 2011 - June 2013
Wells Fargo Insurance Services January 2010 - January 2011
Wachovia Insurance Services October 2004 - January 2011
Royal & SunAlliance January 1995 - August 2004
The Flanders Group January 1992 - January 1995
Sentry Insurance February 1989 - January 1992
Sentry Insurance August 1986 - February 1989
Skills
Risk Management
Education
University at Buffalo 1982 — 1986
BS, Chemical Engineering
Lockton Companies June 2015 - Present
Independent Publishers Group September 2004 - May 2015
Self-employment March 2002 - September 2004
Random House, Inc October 1997 - September 2004
Mexico Real Estate & Travel, LLC July 1996 - July 1997
Child & Family Resources August 1994 - July 1997
Skills
Publishing, Copy Editing, Books, Proofreading, Editorial, Editing, QuarkXPress, Newsletters, Advertising, Mac, Marketing, Content Strategy, Copywriting, Content Management, Photoshop, Catalogs, Ebooks, Freelance Writing, Magazines, Publications, Web Design, Content Development, Publicity, Online Publishing, Digital Media, Non-fiction, Press Releases, Adobe Acrobat, Adobe Creative Suite
Education
The University of Chicago 2005 — 2005
Graham School of General Studies, Manuscript Editing
University of Denver 1997 — 1997
Publishing Institute, An intensive, full-time, four-week, graduate-level course devoted to all aspects of book publishing
University of Arizona 1990 — 1994
BA, Anthropology
Willis September 2014 - Present
Lockton Companies October 2011 - August 2014
Towers Watson January 2007 - October 2011
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Disability Insurance, Pensions, Commercial Insurance, Underwriting, Workers Compensation, Financial Risk, Risk Management, Defined Benefit, Life Insurance, Property & Casualty..., Reinsurance, Professional Liability, Brokers
Education
University of California, Santa Barbara 2003 — 2006
B.S., Actuarial Science
University of California, Santa Barbara 2003 — 2006
B.A, Business Economics
Encompass Accounting Solutions, LLC Chief Financial OfficerLionShare Marketing, Inc.2006 - Present
Miller Haviland Ketter 2001 - 2006
Lockton Companies 1999 - 2001
Dickey & Wolfe 1998 - 2000
Truman State University 1990 - 1995
Education
Truman State University 1990 — 1995
Harrisonville High School 1986 — 1990
BrickStreet Insurance 2007 - 2009
AIG 2000 - 2007
Frontier Insurance Company 1999 - 2000
Lockton Companies 1997 - 1999
AIG 1988 - 1997
Skills
Underwriting, Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Commercial Lines, Liability, Legal Liability, Employment Practices..., Professional Liability, Casualty, Claim, Umbrella Insurance
Education
University of California, Irvine 1981 — 1986
BS, Psychology
Lockton Companies June 2015 - Present
Lockton Companies December 2014 - Present
Lockton Companies June 2013 - Present
Lockton Companies September 2011 - Present
Lockton Companies June 2007 - August 2011
Lockton Companies April 2006 - June 2007
International Management Group June 2005 - July 2005
J.P. Turner & Company, LLC December 2004 - May 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Financial Analysis, Finance, Financial Risk, Brokers, Professional Liability, Management, Marketing, Liability, Casualty, Retirement Planning, Underwriting, D&O, Employment Practices..., Legal Liability, Commercial Lines, Workers Compensation, Directors & Officers..., Umbrella Insurance, General Insurance, Property, Claim, Casualty Insurance
Education
University of Colorado Boulder 2001 — 2005
BA, Economics w/ International Emphasis, Political Science
Universitat d'Alacant 2004 — 2004
International Business, Intensive Language Study
Lockton Companies March 2012 - Present
AIG Excess & Severity Claims January 2008 - March 2012
Aon March 1998 - January 2008
AIG Claims Services January 1993 - March 1998
Skills
Insurance, Underwriting, Reinsurance, Liability, Risk Management, Claim, Casualty, Claims Management, Property & Casualty..., Commercial Insurance, Professional Liability, General Insurance, Brokers
Education
Saint John's University 1988 — 1992
SUNY Albany
Mercer June 2015 - Present
Milliman August 2012 - June 2015
Lockton Companies January 2005 - July 2012
Aon Consulting January 1999 - January 2005
Aon Risk Services of Texas, Inc. 1999 - 2005
Gallagher Benefit Services January 1995 - January 1999
Sun Life Financial June 1993 - January 1995
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Risk Management, Mergers, Life Insurance, ERISA, Actuarial Science, Strategic Planning, Health Savings Accounts, Financial Analysis, Human Resources, Mergers & Acquisitions, Financial Services, Healthcare, Strategy, Investments, Vendor Management, Leadership, Consulting, 401k, Disability Insurance, Brokers, Benefits Administration, Health Care Reform, Process Improvement, Reinsurance, Commercial Insurance, Pensions, Captives, COBRA
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1993
BBA, Finance
University of Pennsylvania - The Wharton School
CEBS, Risk Management and Employee Benefits
Humana January 2014 - Present
Humana October 2012 - January 2014
Humana December 2008 - October 2012
Lockton Companies July 2006 - September 2008
Watson Wyatt July 2003 - July 2006
Aetna May 1985 - July 2003
Skills
Managed Care, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Brokers, Health Savings Accounts, Strategic Planning, Healthcare, Leadership, Vendor Management, Benefits Administration
Education
University of Arkansas 1981 — 1985
BSBA, Finance
National General Insurance Company August 2011 - Present
Lockton Companies September 2004 - September 2008
Lockton Companies January 2003 - August 2004
Lockton Companies December 1995 - April 2003
Skills
Leadership, Risk Management, Financial Analysis, Management, Property & Casualty..., Insurance, Brokers, Strategic Planning, Marketing, Professional Liability, Employee Benefits
Education
University of Alabama
BS, Industrial Management
Lockton Companies July 2012 - Present
Willis June 2005 - July 2012
Marsh & McLennan Companies, Inc. May 2003 - June 2005
Cassidy Employee Benefit Services February 2002 - May 2003
Deloitte October 1996 - February 2002
Sumitomo Life Insurance Agency March 1993 - October 1996
Skills
Underwriting, Brokers, Health Insurance, Workers Compensation, Property & Casualty..., Claim, Reinsurance, Disability Insurance, Health Savings Accounts, Claims Management, Life Insurance, Risk Management, Health Care Reform, Managed Care, Strategic Planning, Term Life Insurance, COBRA, Health Policy, Long-term Care, Benefits Administration
Education
University of California, Berkeley 1987 — 1991
BA, Political Science
Children's Hospital Colorado May 2013 - Present
Children's Hospital Colorado May 2013 - May 2015
Lockton Companies October 2011 - May 2013
Total Well-Being June 2011 - September 2011
HealthONE January 2011 - May 2011
MultiCare Health System July 2010 - August 2010
The Kempe Center June 2009 - May 2010
Mango Media Corporation June 2009 - August 2009
ProActive Sports Med July 2008 - August 2008
Northwest Women's Physical Therapy June 2008 - August 2008
Skills
Data Analysis, Employee Benefits, Research, Spanish, Event Planning, Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Strategic Planning, Leadership, Time Management, Marketing, Analysis, Strategy, Program Management
Education
University of Denver - Daniels College of Business 2009 — 2011
MBA, Health Administration
University of Denver 2006 — 2011
Bachelor's Degree, Integrated Sciences (Biology, Chemistry, Physics), Spanish
School of International Training: Ecuador 2008 — 2008
Culture and Development
Universidad Internacional Menéndez Pelayo 2007 — 2007
Spanish
Charles Wright Academy 2002 — 2006
High School Diploma
Lockton Companies June 2005 - Present
J.R. Parck Inc. 1997 - 2005
Minet Inc. 1995 - 1997
Marsh & McLennan Companies, Inc. 1986 - 1995
Chubb Group of Insurance Companies 1971 - 1986
Skills
Directors & Officers..., Professional Liability, Cyber Liability..., Property & Casualty..., Fiduciary Liability..., Employment Practices..., Crime Insurance, Liability, Brokers, Commercial Insurance, D&O, Legal Liability, Captives, Underwriting, Reinsurance, Casualty, Excess, Fiduciary, Casualty Insurance, Insurance, General Insurance
Education
University of California, Los Angeles
BA, Economics
Kauffman Center for the Performing Arts April 2015 - Present
Children's TLC September 2009 - March 2015
Home Mom June 2009 - September 2009
Briarcliff Development Company March 2003 - May 2009
Sysco Foods 1999 - 2003
Lockton Companies 1997 - 1999
Gannett Outdoor of Texas 1996 - 1997
Gannett Outdoor of Kansas City 1991 - 1996
Bartlett and Company 1985 - 1991
Skills
Forecasting, Finance, Recruiting, Strategic Planning, Auditing, Payroll, Management, Financial Reporting, Process Improvement, Financial Analysis
Education
Truman State University 1982 — 1985
BS, Accounting
Lockton Companies May 2010 - Present
Willis October 2008 - May 2010
HRH June 1999 - October 2008
Skills
Brokers, Professional Liability, Casualty, Underwriting, Liability, Commercial Insurance, Risk Financing, New Business Development, Insurance, Captives, Property & Casualty..., Healthcare, Long-term Care, Employment Practices..., Healthcare Consulting, Workers Compensation, Legal Liability, Managed Care, Reinsurance, Medicaid, Medicare, Health Insurance, Claim, Commercial Lines, Casualty Insurance
Education
University of California, Irvine 1980 — 1983
Bachelor, Economics
Lockton Companies June 2013 - Present
Lockton Companies June 2008 - June 2013
Hickman Mills School District August 2005 - June 2008
Rockhurst High School August 2002 - June 2005
Skills
Property & Casualty..., Commercial Insurance, Brokers, Insurance, Underwriting, Liability, Risk Management, General Insurance, Professional Liability, Casualty Insurance, Workers Compensation, Reinsurance
Education
University of Missouri-Kansas City 2001 — 2005
ME, Masters in Secondary Education
University of Missouri-Columbia 1997 — 2001
BA, History, Latin-American Studies
Universitat d'Alacant 2000 — 2000
Iberian History
Rockhurst High School 1993 — 1997
Willis of Texas, Inc. March 2012 - Present
Lockton Companies March 2009 - May 2011
St Paul Travelers August 2003 - March 2009
Zurich NA 2002 - 2003
America First Insurance 1996 - 2002
Skills
Property & Casualty..., Legal Liability, Customer Service, Insurance, Professional Liability, Commercial Insurance, Workers Compensation, Underwriting, Liability, Casualty Insurance, General Insurance, Brokers, Umbrella Insurance
Education
Tyler Junior College 1972 — 1973
Sociology
Lockton Companies May 2007 - Present
Skills
Process Improvement, Insurance, PeopleSoft, Access
Education
Southeast Missouri State University
Three Rivers Community College
Lockton Companies June 2015 - Present
Education
University of Alabama 2004 — 2009
Bachelor of Science, Commerce and Business Administration; Management
Universidad de Alcalá 2006 — 2006
Non Degree Program, Spanish
Woodward Academy 1998 — 2004
High School Diploma, Higher Education Curriculum
Independent Consultant Enjoying Life July 2014 - Present
Aon Risk Services October 2011 - June 2014
Lockton Companies August 2001 - February 2011
TEXAS POLITICAL SUBDIVISIONS (TPS)/BERKLEY ADMINISTRATORS OF TEXAS; January 1997 - January 2001
Lindsey Morden January 1995 - May 1997
Lindsey Morden August 1993 - January 1995
Skills
Claims Management, Claim, Employee Benefits, Commercial Insurance, Commercial Lines, D&O, Workers' Compensation..., Employment Practices..., Underwriting, General Insurance, Liability Analysis, Reinsurance, Brokers, Captives, Property Damage, Health Insurance, Product Liability, Accident, Claims Resolution, Recruiting, Financial Risk
Education
UT Arlington 1981 — 1982
Bachelor of Arts, Paralegal; History
University at Buffalo 1973 — 1976
B.A., History
Lockton Companies September 2014 - Present
Lockton Companies April 2013 - September 2014
State Farm Insurance Companies June 2011 - March 2013
Dex One November 2010 - May 2011
Dex One June 2009 - November 2010
Skills
Marketing, Management, Leadership, Account Management, Advertising, Business Development, Insurance, Sales Presentations
Education
Loras College 2005 — 2009
Bachelor of Arts (B.A.), Public Relations & Spanish, 3.8
Universidad de Santiago de Compostela 2007 — 2007
Study Abroad, Spanish Language
Big 5 Corp January 2015 - Present
Aon Risk Solutions September 2012 - January 2015
Lockton Companies January 2011 - September 2012
Frenkel & Co., Inc. November 2005 - January 2011
Skills
Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Brokers, Professional Liability, Casualty Insurance
Education
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts (B.A.), Art Studio
El Segundo High School 1997 — 2001
High School Diploma
Lockton Companies July 2003 - Present
Education
Truman State University
B.S.
Hostess Brands September 2013 - Present
Farmland Foods December 2010 - September 2013
CVR Energy, Inc. August 2008 - December 2010
Geoff Howe Marketing Communications June 2007 - August 2008
Lockton Companies August 2006 - April 2007
Skills
Forecasting, Account Reconciliation, General Ledger, SAP, Accounts Receivable, Budgets, Microsoft Excel, Microsoft Word, Financial Reporting, Accounting, Auditing, Financial Accounting, Oracle, Demand Planning, Demand Supply Planning, S&OP implementation, Inventory Forecasting, Demand Forecasting, Capacity Planning, Process Improvement, Analysis, Supply Chain, Management, Leadership, Inventory Management, Supply Chain Management
Education
Truman State University 2001 — 2005
Bachelor of Science, Accounting
Truman State University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Lockton Companies March 2002 - Present
CIGNA Group Insurance 1999 - 2002
Skills
Risk Management, Health Insurance, Insurance, Employee Benefits, Strategic Planning, Enterprise Software, Leadership, Process Improvement, Program Management, Property, Underwriting, Sales, Strategic Partnerships, Claim, Account Management
Education
University of California, Davis 1991 — 1995
BA, BA, Political Science, Rhetoric and Communications
Milton Academy 1989 — 1991
Lockton Companies June 2015 - Present
Lockton Companies March 2010 - May 2015
Neovia Integrated Insurance Services May 2005 - February 2010
Aon Consulting June 1998 - April 2005
Skills
Employee Benefits, Insurance, Benefits Administration, Healthcare, Customer Relations
Education
UC Riverside 1993 — 1997
Bachelor of Arts
San Francisco Public Utilities Commission June 2015 - Present
Lockton Companies August 2011 - December 2011
Skills
Microsoft Word, Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, FlowMaster, WaterCAD, SewerCAD, StormCAD
Education
University of California, Riverside 2009 — 2015
Bachelor of Applied Science (B.A.Sc.), Environmental Engineering, Cumulative GPA = 2.95, Upper Division GPA = 3.58
St. Ignatius College Preparatory 2005 — 2009
Lockton Companies April 2013 - Present
Willis of Arizona January 2011 - March 2013
Skills
Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Process Improvement, Business Analysis, Statistics, Microsoft Word, Project Management, Strategic Planning, Customer Service, Forecasting, Insurance, Analysis, Underwriting, Employee Benefits, Management, Health Insurance, Finance, Account Management, Disability Insurance, Leadership, Benefits Administration, Life Insurance
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Mathematics
University of Arizona 2002 — 2006
Engineering
Mercer March 2015 - Present
Private Tutor August 2012 - Present
Mercer June 2013 - August 2014
Lockton Companies June 2012 - July 2012
Skills
Microsoft Excel, Teaching, C++, Mathematics
Education
UCLA 2011 — 2014
Bachelor of Science (BS), Financial Actuarial Mathematics
Lowell High School 2007 — 2011
Lockton Companies July 2015 - Present
Shred415 June 2014 - August 2014
Skills
Microsoft Word, PowerPoint, Phone Etiquette, Email, People Skills, Research, Sociology, Social Media, Working With Children
Education
University of Dayton 2013 — 2017
Sociology and Anthropology, Junior
Universidad de Granada 2015 — 2015
Spanish Language and Literature
Loyola Academy 2009 — 2013