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,
Lockton Companies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lockton Companies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
DeRoyal August 2013 - Present
Paychex September 2011 - August 2013
Lockton Companies June 2010 - July 2010
Skills
Consultative Selling, Networking, Banking Relationships, Client Relationship..., Payroll, Small Business, Accountants, Salesforce.com, PowerPoint, Microsoft Excel, Selling, Sales Operations, Customer Service, Management, Strategic Planning, CRM
Education
Harding University 2008 — 2011
BBA, Finance
Lockton Companies April 2014 - Present
DB Schenker January 2011 - January 2014
Aon Risk Solutions 2009 - 2011
Skills
Risk Management, Underwriting, Marine Insurance, Sales, Insurance, Liability, Property, Professional Liability, Legal Liability, General Insurance, Casualty, Commercial Insurance, New Business Development
Education
Siena College 2005 — 2009
Bachelor of Arts (B.A.), History / Minor Buisness
Hofstra University
NYS P&C Licensing
Lockton Companies January 2015 - Present
Mercer Health & Benefits September 2011 - December 2014
HighRoads November 2010 - September 2011
Mercer Health & Benefits June 2002 - October 2010
Skills
Benefits Administration, Employee Benefits, Leadership, Healthcare, Access, Strategy, Process Improvement, Insurance, Human Resources, Health Insurance, Defined Benefit, Financial Analysis, Strategic Planning, Consulting, Deferred Compensation, Program Management, Management
Education
James Madison University
BS, Health Services Administration
The George Washington University
MS, Health Policy
Lockton Companies June 2014 - Present
William Gallagher Associates July 2004 - Present
Arthur J. Gallagher October 2001 - July 2004
Skills
Property & Casualty..., Claims Management, Insurance, Commercial Insurance, Risk Management, Claim, Professional Liability, Management, Legal Liability, Litigation Management, Employment Practices..., Excess, Workers Compensation, Liability, Casualty, Directors & Officers..., D&O, Brokers, Reinsurance, Liability Analysis, Negotiation, General Insurance, Underwriting, Captives, Commercial Lines
Education
Harvard University
Lockton Companies May 2014 - Present
Marsh May 2004 - May 2014
Hortica Insurance & Employee Benefits September 1999 - February 2004
Prudential Financial May 1990 - September 1999
Skills
Insurance, Selling, Sales, Property, Brokers, Commercial Insurance, Liability, Customer Service, Workers Compensation, General Insurance, Merchandising, Retail, Professional Liability, Casualty, D, Marketing
Education
Indiana University-Southeast
Business, Business/Commerce, General
Allianz Global Corporate & Specialty (AGCS) September 2015 - Present
Lockton Companies May 2013 - August 2015
Arch Insurance Group October 2002 - April 2013
TransUnion September 1998 - July 2000
TransUnion September 1996 - September 1998
TransUnion September 1994 - September 1996
Skills
Microsoft Office, Real Estate, Commercial Insurance, Insurance, Underwriting, Customer Service, Management, Professional Liability, Employee Relations, Public Speaking, Risk Management, Brokers, Employment Practices..., Event Planning, Employee Benefits, Training, Fundraising, Strategic Planning, Team Building, Excess, Outlook, Property & Casualty..., Microsoft Excel, Coaching, Microsoft Word
Education
Roosevelt University 1992 — 1993
Paralegal Certificate, Paralegal
Illinois State University 1985 — 1989
Bachelor of Science, Office Administration
Willis July 2013 - Present
Willis July 2011 - July 2013
Assurance Agency April 2007 - July 2011
lockton companies December 2001 - April 2007
Skills
Commercial Insurance, Risk Management, Property & Casualty..., Temporary Staffing, Insurance, Workers Compensation, Human Resources, Management, Onboarding, Claim, Analysis, Leadership, Professional Liability, Brokers, Legal Liability, Underwriting, Liability
Education
Illinois State University 1996 — 2001
Insurance & Risk Management, Business Adminstration
Illinois Wesleyan University
Lockton Companies June 2014 - Present
Bellsure Supplies Ltd September 2012 - March 2013
Macmillan Education May 2012 - August 2012
Surrey County Council May 2010 - September 2010
International Innovation Centre October 2007 - January 2008
Round Square International December 2005 - January 2006
Skills
Social Media, Japanese Business..., Basic Japanese, Merchandising, Business Development, Creative, Diplomacy in Conflict..., Leadership, Strategy, Japanese business..., Marketing Strategy
Education
Oxford Brookes University 2008 — 2012
Marketing Management and Japanese Studies
関西外国語大学 2010 — 2011
Asian Studies Program, Japanese Language & International Business Management
Box Hill School 2002 — 2007
Lockton Companies July 2015 - Present
Gamma Iota Sigma August 2013 - May 2015
Lockton Companies May 2014 - January 2015
Sigma Alpha Epsilon Fraternity April 2013 - December 2014
The Vidette December 2012 - May 2014
Arrowhead Golf Course April 2009 - August 2013
Wheaton Warrenville South June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Budgets, Advertising, Teamwork, Event Planning, Leadership, Social Networking, Marketing, Time Management, Social Media
Education
Illinois State University 2012 — 2015
Insurance and Finance
Illinois State University 2010 — 2015
Finance and Insurance- Katie School of Insurance
Lockton Companies July 2013 - Present
Federated Insurance February 2007 - March 2013
Daily Vidette August 2005 - May 2006
Pulte Homes June 2005 - August 2005
Skills
Insurance Background, Life Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, Casualty, Insurance, Cold Calling, Direct Sales, Sales, Umbrella Insurance, Account Management, General Insurance, Commercial Lines, Advertising, Workers Compensation
Education
Illinois State University 2002 — 2006
Marketing Major, Insurance Minor
Burlington Central High 1998 — 2002
Alere Health, a subsidiary of OPTUMHealth November 2012 - Present
Lockton Companies February 2011 - November 2012
Quest Diagnostics August 2009 - February 2011
Indiana University Campus Recreational Sports July 2007 - May 2009
Advocate Health Care May 2008 - August 2008
Skills
Health Education, Health Promotion, Fitness, Healthcare, Employee Wellness..., Nutrition, Program Development, Strategic Planning, Personal Training, Disease Management, Nutrition Education, Strength & Conditioning, Corporations, Program Evaluation, Coaching, Public Speaking, Mentoring, Exercise Physiology, Public Health, Vendor Relationships, Prevention, Health Communication, Nutritional Counseling, Sports Nutrition, Wellness, Health Literacy, Client Relations Skills, Employee Benefits, Health Policy, CPR Certified, Corporate Wellness, Microsoft Office, Presentations, Vendor Relationship..., Client Relations, Group Fitness, Vendor Analysis
Education
Indiana University Bloomington 2007 — 2009
Master of Science (MS), Applied Health Science, Health Promotion
Indiana University Bloomington 2004 — 2007
Bachelor of Arts (BA), Psychology, Public Health Education
Virginia Polytechnic Institute and State University 2003 — 2004
Completed 33 credits toward a BA in Psychology (2 semesters)
Lockton Companies July 2014 - Present
McGriff, Seibels & Williams March 2010 - July 2014
Hotchkiss Insurance Agency July 2009 - March 2010
AIG - Southern Risk Specialists, Inc. April 2008 - July 2009
Marsh January 2007 - March 2008
Skills
Insurance, Commercial Insurance, Underwriting, Casualty, Commercial Lines, Risk Management, Claim, Financial Risk, Software Documentation, Management, Invoicing, Accounting, Policy, Quality Assurance, Property & Casualty...
Education
Houston Community College 2014 — 2016
Clements High School 1993 — 1996
Aon Hewitt April 2015 - Present
Lockton Companies April 2011 - April 2015
Aon Hewitt October 1996 - August 2011
Education
Illinois State University 1990 — 1994
Bachelor's degree, Psychology
FinishMaster, Inc. April 2015 - Present
Romano's License Service August 2014 - January 2015
John Deere March 2011 - October 2013
Volt Workforce Solutions December 2010 - March 2011
Volt Workforce Solutions June 2010 - December 2010
Lockton Companies May 2008 - June 2010
REI August 2006 - June 2010
Lockton Companies January 2007 - May 2008
Team Championships International March 2004 - August 2006
Waterloo West High Schoool December 2002 - February 2004
Skills
Lean Manufacturing, Continuous Improvement, Supply Chain Management, Supply Chain, Manufacturing, Materials Management, 5S, SAP, Office Management, Office Administration, Mailroom Operations, Organization, Project Management, Sports Coaching, Sports Management, Sports, Public Speaking, Written & Oral..., Microsoft Excel, Microsoft Word, Employee Training, Event Management, Customer Service
Education
Iowa State University 1998 — 2002
Bachelor of Scien, Sport Management
Lockton Companies September 2014 - Present
Johnson County Community College Foundation 2013 - Present
CAPTRUST February 2012 - August 2014
Overland Park Chamber of Commerce 2012 - August 2014
St. Michael's 2011 - July 2014
JP Morgan Asset Management June 2011 - January 2012
JP Morgan Retirement Plan Services January 1996 - June 2011
JPMorgan Chase 1996 - 2010
Hewitt Associates 1986 - 1994
Skills
401k, Retirement, Investments, Mutual Funds, Asset Managment, Series 7, Asset Allocation, Series 63, Pensions, Alternative Investments, Investment Advisory, Investment Strategies, Defined Benefit, Retirement Planning, Investment Management, Wealth Management, Hedge Funds, Securities, Financial Services, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1989 — 1994
Masters of Management, Finance, Marketing, and Organizational Behavior
Indiana University Bloomington 1983 — 1986
Bachelor of Science (B.S.), Finance
Lockton Companies April 1999 - Present
Skills
Cloud Computing, Virtualization, Windows 7, VDI, Citrix, Reverse Engineering, Help Desk Support, End User Training, Desktop Computers, Windows XP Pro, Home Theater, Windows XP, Project Management, Microsoft Excel, Microsoft Office, Troubleshooting, Active Directory
Education
Johnson County Community College 1996 — 1998
Associate of Science (AS), Electrical and Electronics Engineering
CommunityAmerica Credit Union March 2015 - Present
Power Group Companies October 2012 - March 2015
Lockton Companies February 2012 - October 2012
Lockton Companies April 2007 - February 2012
Lockton Companies February 2006 - April 2007
Skills
Benefits Administration, Employee Benefits, Health Insurance, Payroll, HRIS, 401k, PeopleSoft, Workers Compensation, Voluntary Employee..., Customer Service, Employee Relations, FMLA, Microsoft Excel, Microsoft Office, Employee Wellness..., Life Insurance, Disability Benefits, Due Diligence, Deferred Compensation, Recruiting, COBRA
Education
Grantham University
Master of Science (MS), Performance Management
University of Nebraska-Lincoln
Bachelor of Science, Business Administration: Human Resources
Raytown South High School
High School Diploma
Lockton Companies May 2013 - Present
Richmond American Homes August 2012 - May 2013
TCF Bank March 2010 - August 2012
Frederick Ross Company January 2006 - March 2010
Skills
Recruiting, New Hire Orientations, Performance Management, Policy Writing, Employee Relations, Benefits Administration, Human Resources, Interviews, Training, Management, Administration, Hiring, Employee Benefits, Strategic Planning, FMLA, Onboarding
Education
Iowa State University
Master of Science (M.S.), Labor and Industrial Relations
Lockton Companies April 2014 - Present
Aon Risk Solutions February 2006 - April 2014
Aon Groep Nederland bv April 2002 - January 2006
ABN AMRO Bank N.V. January 2001 - March 2002
ABN AMRO Bank N.V. August 1997 - January 2001
Skills
Commercial Insurance, Account Management, Property & Casualty..., Risk Management, Financial Services, Underwriting, Insurance, Brokers, Strategy, Liability, Business Development, General Insurance, Claim, Financial Risk, Casualty, Casualty Insurance
Education
Haarlem Business School 1992 — 1997
BS, International Business
Università degli Studi di Bergamo 1995 — 1995
Economia e Commercio
Petrus Canisius College 1986 — 1991
Clarcor October 2012 - Present
Nissan North America December 2011 - October 2012
The J.M. Smucker Company August 2011 - December 2011
The J.M. Smucker Company January 2009 - August 2011
Lockton Companies June 2008 - August 2008
Forrest Sherer Insurance May 2007 - December 2007
Skills
Risk Management, Insurance, Property & Casualty..., Underwriting, Workers Compensation, Auditing, Analysis, Workplace Safety, Liability
Education
Indiana State University 2005 — 2008
Insurance and Risk Management
Indiana State University - School of Business 2005 — 2008
Bachelor of Science (BS), Insurance and Risk Management
Lockton Companies June 2013 - Present
Lockton Companies June 2012 - August 2012
Veolia Water North America June 2011 - August 2011
Skills
Underwriting, Commercial Lines, Marketing, Brokers, General Insurance, Risk Management, Casualty, Professional Liability, Property & Casualty..., Commercial Insurance, Microsoft Excel, PowerPoint
Education
Indiana State University 2009 — 2013
Bachelor’s Degree, Insurance and Risk Management
Blackford County High SchoolJune 2009 2005 — 2009
Academic Honors Diploma
Square One Wellness December 2009 - Present
East Bay Pilates January 2005 - Present
Lockton Companies November 2010 - December 2011
Stanford Health Promotion Network April 2010 - June 2011
Executive Performance Training January 1999 - November 2010
The Health Trust December 2008 - December 2009
Association of Women MBA December 2007 - December 2008
Raw Material January 1992 - 2002
Skills
Healthcare, Wellness, Health Promotion, Strategic Planning, Public Speaking, Fitness, Health, Coaching, Corporations, Training, Strategy, Healthcare Management, Leadership, Nutrition, Prevention, Teaching, Public Health, Marketing, Employee Wellness, Entrepreneurship, Health Education, Fundraising, Pilates, Wellness Coaching, Strength Training, Public Relations, Nutritional Counseling, Personal Training, Sports Nutrition, Exercise Physiology, Program Management, Lifestyle Coaching, Lifestyle, Fitness Training, Operant Conditioning, Weight Training, Injury Prevention, Wellbeing, Functional Training, Weight, Employee Wellness..., Motivational Speaking, Athletics, Rehabilitation, Sports, Athletic Training, Holistic Health, Stress Management, Pain Management, Nutrition Education
Education
University of San Francisco - School of Management 2006 — 2007
MBA
Indiana University Bloomington 1997 — 1998
Master of Science
Indiana University Bloomington 1975 — 1979
Bachelor of Science
Quincy IL
Beacon Hill Staffing Group December 2014 - Present
Staffing Firm in St. Louis 2013 - December 2014
Lockton Companies November 2011 - September 2012
Eli Lilly and Company January 2007 - November 2011
Aon July 2003 - January 2007
Skills
Management, Recruiting, Healthcare, Leadership, Sales Operations, Temporary Placement, Cold Calling, Human Resources, Temporary Staffing, Account Management, Marketing, Sales, Sales Management, Applicant Tracking..., Talent Acquisition
Education
Howard University
Bachelor of Business Administration (BBA), Marketing
Lockton Companies October 2014 - Present
The City of Overland Park December 2012 - September 2014
Kansas House of Representatives January 2013 - June 2014
CIMBA Undergradute September 2013 - December 2013
Overland Park Aquatics February 2011 - September 2013
Overland Park Aquatics February 2009 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Team Management, Recruiting, Leadership, Leadership Development, Analysis, Business Analysis, International Business, International Marketing, International Relations, International Sales, Team Leadership, Organizational..., Project Management
Education
University of Kansas 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
CIMBA Undergraduate (Study Abroad) Fall 2013 2013 — 2013
Business Administration and Management, General, Senior
Johnson County Community College
Willis January 2015 - Present
Willis July 2013 - January 2015
Marriott Hotel & Conference Center September 2009 - July 2013
Illinois State University January 2011 - May 2013
Lockton Companies June 2012 - July 2012
Katie School of Insurance June 2012 - July 2012
Ben Pettie CPA June 2004 - September 2009
Dick's Sporting Goods January 2007 - November 2008
Skills
Customer Service, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Social Media, Event Planning, Public Speaking, Outlook, Sales, Teamwork, Marketing, Access
Education
Illinois State University 2011 — 2013
BS, Finance, and Insurance
Illinois State University
B.S, Insurance and Finance
Lockton Companies April 2006 - Present
Marsh September 1994 - June 2006
Skills
Casualty, D, Employee Benefits, Insurance, Leadership, Professional Liability, Program Management, Property, Risk Management, Strategy, Underwriting, Workers Compensation, Casualty Insurance, Liability, Brokers, Insurance Brokerage, Reinsurance, D&O, Property, Property & Casualty..., Commercial Insurance
Education
Hamilton College
Bachelor of Arts
Hamilton College
Bachelor of Arts (B.A.)
Allianz Global Corporate & Specialty (AGCS) January 2013 - Present
Lockton Companies June 2008 - December 2012
Federated Insurance June 2006 - May 2008
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Casualty
Education
Iowa State University
Bachelor's degree, Finance
The Hartford May 2013 - Present
Arlington/Roe & Co June 2009 - May 2013
Indiana State University Insurance & Risk Managment Program 2005 - 2009
Lockton Companies June 2007 - August 2007
American Specialty Insurance & Risk Services May 2006 - August 2006
Skills
Privacy liability, Employment Practices..., Professional Liability, Property & Casualty..., Commercial Insurance, Casualty, Commercial Lines, Risk Assessment, Network Security..., Liability, Excess, E&O, Excess & Surplus Lines, Insurance, Directors & Officers..., Brokers, D&O, General Insurance, Casualty Insurance, Workers Compensation, Underwriting
Education
Indiana State University 2005 — 2009
BS, Insurance & Risk Management
AbelsonTaylor August 2015 - Present
Independence Blue Cross November 2014 - Present
160over90 January 2014 - August 2014
IntegraColor September 2012 - August 2013
Lockton Companies October 2011 - April 2012
Lockton Dunning Benefits November 2010 - October 2011
Ernie von Schledorn Saukville Inc. May 2010 - December 2010
Ernie von Schledorn, Saukville, Inc. May 2007 - August 2009
Skills
Email Marketing, InDesign, Advertising, Copywriting, Illustrator, Project Management, Marketing Communications, Maintaining Strong..., Management, Graphic Design, Training, Sales, Business Development, Microsoft Office, Account Management, Leadership, Marketing
Education
Indiana University Bloomington 2006 — 2010
Journalism BAJ, Germanic Studies BAJ, Journalism, Advertising
Lockton Companies January 2013 - Present
Accenture March 2010 - January 2013
LRS September 2009 - March 2010
Epiq Systems June 2008 - August 2009
American Century Investments February 2004 - May 2008
American Century Investments August 2000 - February 2004
Skills
Active Directory, Microsoft Exchange, Windows Server, Virtualization, Hyper-V, Cluster, Disaster Recovery, Data Center, Blackberry Enterprise..., Citrix, System Administration, Vendor Management, Information Technology, SCOM, Microsoft SQL Server, MS Project, Enterprise Architecture, SharePoint, System Center..., System Center Service..., System Center..., System Center..., System Center Endpoint..., Active Directory..., System Center Virtual..., Storage Area Networks, Pillar Axiom, Dell Equallogic
Education
Kansas State University 1993 — 1997
Business, Marketing
Lockton Companies December 2014 - Present
Lockton Companies December 2011 - December 2014
Marsh U.S. Consumer September 2010 - November 2011
Arthur J. Gallagher & Co July 2007 - August 2010
Arthur J. Gallagher & Co February 2009 - July 2009
Skills
Marketing, Negotiation
Education
Indiana State University - Scott College of Business 2003 — 2007
BS, Insurance and Risk Management
Batavia High School June 2003
Lockton Companies September 2014 - Present
Physiotherapy Associates November 2012 - September 2014
Clarian Health Partners March 2011 - October 2012
Traders Point Creamery August 2008 - March 2012
Good Samaritan Health Clinic January 2010 - March 2011
Carrabbas Italian Grill August 2005 - September 2009
Education
Indiana University-Purdue University at Indianapolis 2005 — 2010
Bachelors, Spanish
EG Wellness: Health and Wellness Consulting July 2014 - Present
Amerisure Insurance January 2013 - Present
Westfield Group/Westfield Insurance June 2010 - January 2013
All Risks, Ltd January 2010 - January 2010
Westfield Group/Westfield Insurance May 2009 - August 2009
Lockton Companies June 2008 - August 2008
Skills
Microsoft Office, Word, Excel, Insurance, Territory Analysis, Business Travel, Underwriting, Planning, Microsoft Word, Microsoft Excel
Education
Indiana State University - School of Business 2006 — 2010
B.S., Insurance and Business Administration; Graduated with Honors, 4.0
Masaryk University Brno 2007 — 2007
Study Abroad, International Studies
Hub International June 2009 - Present
Lockton Companies January 2002 - May 2009
J&H/Marsh & McClennan October 1983 - December 2001
Skills
Casualty, Legal Liability, Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Risk Management, Brokers, Insurance, Professional Liability
Education
John Carroll University 1970 — 1974
BA, Political Science
Cottingham & Butler September 2007 - Present
Lockton Companies 2005 - 2007
Arthur J. Gallagher & Co. 2002 - 2005
Lockton Companies 2001 - 2002
TTC Illinois, Inc. 1991 - 2001
KAT, Inc. 1986 - 1991
Office of Motor Carriers (FMCSA) 1986 - 1986
Skills
PowerPoint, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Recruiting, Transportation, Fleet Management, Program Management, Logistics, Operations Management, Risk Management, LTL, Team Building, Trucking, Process Improvement, Transportation...
Education
Indiana University Bloomington 1975 — 1979
Bachelor's degree, Public and Environmental Affairs
Walnut Risk Management, LLC January 2014 - Present
Lockton Companies January 2010 - January 2014
Apex Systems September 2009 - December 2009
Wells Fargo Financial June 2008 - September 2009
Skills
Insurance, Risk Management, Outlook, Excel, PowerPoint, Word, Negotiation, Commercial Insurance, Microsoft Office, Property, Health Insurance, Property, Marketing, Professional Liability, Microsoft Excel, Financial Risk, Liability, Brokers, Casualty, Employment Practices..., Property & Casualty..., Underwriting, Microsoft Word, Claim, Workers Compensation, Legal Liability, Reinsurance, Leadership
Education
Hastings College 2004 — 2008
Marketing, Marketing, Advertising, Public Relations
G&A Partners 2015 - Present
Willis 2014 - 2015
Lockton Companies 2012 - 2014
Paychex 2010 - 2012
Humana 2004 - 2010
Harvard Pilgrim Health Care 2001 - 2004
HealthAmerica 1999 - 2001
Neighborhood Health Partnership (Now UHC) 1996 - 1999
Empire Blue Cross & Blue Shield 1990 - 1995
Metropolitan Life Insurance Company 1984 - 1990
Skills
Underwriting Policy &..., Financial Risk..., Strategic Planning, Product Development, Training & Consulting, Team Building, Vendor Relations, Underwriting, Pricing, Insurance, Employee Benefits, Disability Insurance, Leadership, Health Insurance, Management, Brokers, Claim, Actuarial Science, Workers Compensation, Strategy, Account Management, Budgets, Executive Management, Process Improvement, Managed Care, Customer Retention, Medicare, Finance, Life Insurance, Health Savings Accounts, Benefits Administration, Financial Risk, HMO, Term Life Insurance, Reinsurance, Long-term Care, Commercial Insurance, Group Insurance, Property & Casualty..., Liability, Professional Liability, Claims Management, Legal Liability, Casualty, General Insurance, Health Care Reform, Self-funded
Education
Health Insurance Association of America (HIAA) 1977 — 1979
HIAA Associate, Group Life and Health Insurance
Iona College
Business Administration and Management, General
Pace University
Accounting and Finance
RE/MAX January 2014 - Present
Quality Stone Veneer, Inc. January 2013 - January 2014
Lockton Companies April 2012 - January 2013
J&N Stone, INC June 2005 - March 2012
Gordon Food Service July 2008 - April 2010
Skills
Inventory Management, Customer Service, Purchasing, Friendly Personality, Sales, Time Management
Education
Indiana University South Bend 2009 — 2011
BA, Banking, Finance
Crowe Horwath December 2013 - Present
Arlington/Roe & Co June 2011 - November 2013
Indiana State University: Insurance & Risk Management Department January 2008 - June 2011
Sycamore Business Advisors August 2010 - December 2010
All Risks, Ltd July 2010 - August 2010
Lockton Companies July 2009 - August 2009
Springer Strauss Insurance Agency June 2008 - August 2008
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Risk Management, Insurance, General Insurance, Leadership, Customer Service, Marketing, Workers Compensation, Claim, Employee Benefits, Training, Health Insurance
Education
Indiana State University - School of Business 2007 — 2011
Insurance & Risk Management, Business
Lockton Companies May 2002 - Present
Principal Financial Group November 1983 - April 2002
Skills
Retirement Planning, Retirement, Investments, Retirement Plan..., Employee Benefits, 401k, Qualified Retirement..., Mutual Funds, Financial Advisory, Series 6, Insurance, Defined Benefit, Series 63, Due Diligence, Pensions, Asset Allocation, Investment Advisory, Series 65, Fixed Annuities, Financial Services, Series 7, ERISA, Disability Insurance, Fiduciary, Defined Contribution, Life Insurance, Profit Sharing, Wealth Management, Health Insurance
Education
Iowa State University
Bachelor of Science (B.S.), Business
Iowa State University - College of Business
BS, Finance
Benefit Brokers, LLC AgentInsphere Insurance SolutionsAugust 2013 - Present
Benefit Brokers, LLC July 2008 - August 2013
Lockton Companies January 1996 - February 2001
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Brokers, Term Life Insurance, Insurance, Whole Life, Life Insurance, Universal Life, Medicare, Critical Illness, Fixed Annuities, Retirement Planning, Small Business, Long-term Care
Education
Johnson County Community College
Business, Accounting
Monarch E & S Insurance Services January 2010 - Present
Garrison Family Insurance Agency, Inc 2009 - 2010
Cox Communications March 2007 - October 2009
Remington College 2003 - 2005
Downey Insurance Services 2000 - 2003
Lockton Companies May 1998 - January 2000
Skills
Property & Casualty..., Commercial Insurance, Casualty, Legal Liability, Umbrella Insurance, Underwriting, Commercial Lines, Professional Liability, Liability, Workers Compensation, Inland Marine, General Insurance, Excess, Brokers, Employment Practices..., Insurance, D&O, Health Insurance, Term Life Insurance, Claim, Customer Service, Outlook, Directors & Officers..., Disability Insurance, Life Insurance, Homeowners, Liability Analysis
Education
San Diego Mesa College 1988 — 1990
General Studies
Grossmont College 1987 — 1988
General Studies
O' Farrell School of Creative and Performing Arts
EPIC May 2013 - Present
Aon May 2007 - May 2013
Lockton Companies October 2000 - May 2007
Skills
Real Estate, Insurance, Risk Management, Negotiation, New Business Development, Real Estate Transactions, Real Estate Development, Property Management, Commercial Real Estate, Leases, Leadership, Customer Service, Public Speaking, Portfolio Management, Financial Modeling, Strategic Planning, Underwriting, Property & Casualty..., Management, Program Management, Due Diligence, Brokers
Education
Indiana University Bloomington
BS, Forensics
Lockton Companies November 2002 - Present
St. Paul Travelers 2000 - 2002
St. Paul Companies 1992 - 2002
Skills
Directors and Officers..., Employment Practices..., Financial Institution..., Managing Executive..., Fiduciary Liability, Professional Liability, Cyber Insurance
Education
University of Minnesota - Carlson School of Management 1999 — 2002
MBA, Strategic Management
Indiana University Bloomington 1988 — 1992
BS in Finance, Finance, Accounting, German and French
BORN TO LEAD, LLC September 2012 - Present
L.C. Cragg & Associates LLC January 2003 - Present
City of New London October 2010 - July 2012
ASSAGGIO SANDY January 2003 - April 2007
The Brookings Institution October 1997 - April 2007
Lockton Companies September 2001 - January 2003
Bechtel June 1994 - October 1997
Skills
Risk Management, Program Management, Strategic Planning, Policy, Government, Troubleshooting, Niche Marketing, Non-profits, Organizational..., Public Speaking, Policy Analysis, Budgets, Film Finance, Screenwriting, Film Production, Leadership, Management, Project Management, Nonprofits, Project Planning, Analysis, Consulting, Team Building, Business Development, Marketing, New Business Development, Strategy, Sales
Education
University of Massachusetts Boston 1996 — 1997
Masters Certificate, Alternative Dispute Resolution
University of Colorado at Denver 1982 — 1983
Masters, Public Administration
Grinnell College 1976 — 1979
Bachelor of Arts (B.A.), History
Lockton Companies May 2015 - Present
MetLife June 2011 - May 2015
MetLife June 2009 - May 2011
Middle River Aircraft Systems May 2008 - August 2008
Education
James Madison University - College of Business 2005 — 2009
B.B.A., Marketing, Cultural Communication
Lockton Companies December 2013 - Present
Lockton Companies January 2012 - December 2013
Office of the Majority Leader January 2011 - June 2011
American Medical Association June 2009 - August 2009
SAE November 2008 - May 2009
Sigma Alpha Epsilon Fraternity April 2008 - September 2008
Sigma Alpha Epsilon Fraternity May 2006 - September 2006
Land of Kiron Art Studio January 2002 - July 2005
DENISON MUNICIPAL UTILITIES January 2004 - February 2005
Skills
Recruiting, Public Speaking, Finance, Sales, Non-profits, Strategic Planning, Marketing, Team Building, Microsoft Office, Microsoft Excel, Project Planning, Event Planning, Business Development, Social Media, Budgets, Account Management, Customer Service, Direct Sales, Public Relations, Negotiation, Insurance
Education
Iowa State University 2005 — 2010
Bachelor of Science, Political Science
Lorenzo de Medici, Florence, Italy 2009 — 2009
BS, Politics, History, Art, World Business, Italian Cooking
The Travelers August 2010 - Present
Lockton Companies 2009 - 2010
Aon December 1992 - December 2008
Jardines Insurance Brokers 1989 - 1992
Braishfield Associates 1985 - 1989
Frank B. Hall & Co 1977 - 1985
Skills
Property & Casualty..., Team Leadership, Underwriting, Commercial Insurance, Leadership, Legal Liability, Strategic Insights, Liability, Passion for Quality, Strategic Planning, Insurance, Sales Management, Business Strategy, New Business Development, Workers Compensation, Brokers, Management, Strategy, Sales, Sales Presentations, Mergers & Acquisitions, Organization, Vision, Discipline, Humor, Communication
Education
University of Pennsylvania - The Wharton School 1998 — 1998
Executive Education, Sales Management
INSEAD 1996 — 1996
Executive Education, Aon Leadership Development
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1994
Executive Education Program, Hypercompetition
Fordham Law School 1978 — 1982
JD, Law
University of Massachusetts, Amherst 1974 — 1976
Bachelor's degree, Communications, Cum Laude
Stonehill College 1970 — 1973
None., English Language and Literature, General
Cardinal Cushing Academy 1969 — 1970
Graduate. Cum laude., General Studies
Archbishop Walsh High 1966 — 1969
None, General Studies
Lockton Companies April 2015 - Present
Hireology January 2015 - March 2015
COUNTRY Financial® January 2014 - December 2014
Illinois Wesleyan University January 2013 - December 2014
Advocate Health Care May 2013 - August 2013
Walt Disney World August 2012 - January 2013
Skills
Leadership, Customer Experience, Customer Service, PowerPoint, Event Planning, Public Speaking, Time Management, Marketing, Social Media, Teamwork, Business Process..., Business Development, Business Strategy, Facebook
Education
Illinois Wesleyan University 2012 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
Iowa State University 2010 — 2012
Business Administration and Management, General
Lockton Companies August 2015 - Present
Aon Risk Solutions August 2001 - August 2015
Near North Insurance Brokerage August 1999 - August 2001
K&K Insurance Group, Inc. 1986 - 1999
Skills
Brokers, Property & Casualty..., Liability, Risk Management, Professional Liability, Underwriting, Insurance, Commercial Insurance, General Insurance, Workers Compensation, Financial Risk, Casualty, Contingency, Claim, Claims Management, Legal Liability, D&O, Reinsurance, Commercial Lines, Entertainment, Inland Marine, Excess, Casualty Insurance
Education
Huntington University 1982 — 1985
BS, Recreation Management
Lockton Companies January 2014 - Present
Travelers May 2013 - December 2013
The Hartford January 2012 - May 2013
COUNTRY ® Financial June 2010 - May 2011
COUNTRY ® Financial September 2008 - May 2009
Skills
Insurance, Underwriting, Recruiting, Time Management, Customer Service, Claim, Interviews, Teamwork, Property, Commercial Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Building Relationships, Event Planning
Education
Illinois State University 2008 — 2011
Bachelor's degree, Insurance
Okawville Jr. Sr. High School 2004 — 2008
Lockton Companies April 2015 - Present
Tavern in the Village March 2013 - March 2015
Kansas City Country Club February 2012 - March 2013
Indian Hills Country Club March 2009 - February 2012
Skills
Hospitality Management, Food & Beverage, Fine Dining, Restaurants, Banquets, Hospitality, Catering, Restaurant Management, Hospitality Industry, Culinary Skills, Wine, Food, Food Service, Event Management, Event Planning, Inventory Management, Micros, Golf, Customer Satisfaction, Hiring, Customer Service
Education
Johnson County Community College
Food & Beverage Management, Restaurant/Food Services Management
The University of Kansas
inAssist or Insurance Assist February 2015 - Present
InsuranceAssist dba inAssist February 2014 - Present
Bolton & Company May 2013 - November 2013
Bolton & Company December 2010 - May 2013
Lockton Companies April 2010 - November 2010
Houska Insurance Services February 2007 - April 2010
Skills
Health Insurance, Health Savings Accounts, Brokers, Self-funded, Flexible Spending..., Employee Benefits, COBRA, Cross Selling, Team Leadership, Business Strategy, Workers Compensation, Health Care Reform, Disability Insurance, Open Enrollment, Benefits Administration, Insurance, Term Life Insurance, Group Insurance, Underwriting, 401k, Group Medical, Long-term Care
Education
Jefferson Community College 1998 — 2000
Fiduciary Plan Advisors at HighTower August 2014 - Present
National Association of Plan Advisors March 2014 - Present
Girl Scouts of Central Maryland 2013 - Present
PSA Financial Center March 2009 - August 2014
Maryland SHRM State Council January 2011 - January 2014
CHRA 2011 - January 2013
CHRA May 2009 - May 2011
Lockton Companies September 2008 - March 2009
Fidelity Investments January 2005 - September 2008
ADP 1995 - 2005
Skills
Plan Design, ESOP, 401k, Defined Benefit, Retirement, Business Planning, Employee Benefits, Retirement Planning, Benefits Administration, Investments, Mutual Funds, ERISA, Pensions, Insurance, Disability Insurance, Plant Design, Health Insurance, Series 7, Deferred Compensation, Financial Services, Payroll, Selling, Leadership, Coaching, Wealth Management, Sales, Mergers & Acquisitions, Vendor Management, Human Resources, Life Insurance, HRIS, Marketing, Long-term Care, Succession Planning, Strategic Financial..., Asset Allocation, Executive Management, Workers Compensation
Education
Hofstra University 1989 — 1992
Bachelors
Dulaney 1987 — 1988
Edgewood 1984 — 1986
Lockton Companies April 2004 - Present
Safeco Insurance 1996 - 2004
Continental Insurance March 1989 - May 1996
Skills
Liability, Property & Casualty..., Commercial Insurance, Brokers
Education
Indiana University Bloomington 1979 — 1982
Bachelor's degree, Elementary Education and Teaching
Gibson December 2010 - Present
Indiana State University October 2010 - May 2011
Cincinnati Financial Corporation May 2010 - June 2010
Lockton Companies June 2009 - August 2009
Biomet May 2008 - August 2008
Skills
Underwriting, Insurance brokerage, Renewal Programs, Claims Analysis Reports, Policy Interpretation, Loss Prevention, Risk Management, Analysis, Program Management, Property & Casualty..., Financial Risk, Management, Insurance, Leadership, Commercial Insurance, Sales, Strategy, Employee Benefits, Finance, Liability, Casualty, Workers Compensation, Commercial Lines, Brokers, Claims Management, Insurance Brokerage, Casualty Insurance
Education
Indiana State University - School of Business 2007 — 2011
Bachelor of Science, Insurance & Risk Management
Lockton Companies August 2015 - Present
Skills
Aviation, Higher Education, Insurance, Risk Management, Management
Education
Hartwick College 2001 — 2005
Cheshire High School 1997 — 2001
Towers Watson September 2013 - 2015
Acuity Alliance Group LLC. September 2010 - September 2013
Lockton Companies 2007 - 2010
Education
Hofstra University
Lockton Companies July 2015 - Present
Skills
Association Memberships, Data Entry, Customer Service, Microsoft Office, Nonprofits, Public Speaking, Editing, Social Media, Social Networking, Leadership, Training, Microsoft Word, Event Planning
Education
Hutchinson Community College
Liberal Arts and Sciences/Liberal Studies
Kansas State University
Lockton Companies 2012 - Present
Travelers 2009 - 2012
Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Brokers, Business Planning, Business Development, Workers Compensation, Finance, Health Insurance, Liability
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
Saint Louis University
Master of Business Administration (MBA)
Lockton Companies December 2014 - Present
Pyr-Tech January 2011 - November 2014
Skills
Invoicing, Marketing, Administration, Customer Service, Data Entry, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Administrative..., Office Management, Microsoft Excel, Teamwork, Time Management, Access, Spreadsheets, Event Planning, Research, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Web Design, Website Development, Marketing Research, Simulations, SAP
Education
Southern Illinois University Edwardsville 2010 — 2013
Bachelor of Science (BS), Business Administration, Human Resources
Illinois State University 2009 — 2010
Business Administration and Management, General
Lockton Companies September 1997 - Present
Universal Underwriters Insurance Company August 1993 - September 1997
Macy's/Dillards January 1982 - July 1987
Skills
Insurance, Outlook, Property & Casualty..., Commercial Insurance, Workers Compensation, General Insurance, Liability, Claim, Customer Service, Claims Management, Professional Liability, Casualty Insurance, Legal Liability, Sales
Education
Iowa State University 1977 — 1981
Bachelor's degree, Textiles & Clothing
Lockton Companies January 2013 - Present
Trinity Animation May 2012 - January 2013
Lockton Companies October 2010 - May 2012
Drawmeister November 1997 - October 2011
George Fern Company May 2005 - August 2009
NKC Custom Apparel February 2004 - May 2005
V's Italiano Ristorante June 2001 - February 2004
Illustration and Design by Gina 1997 - 2001
Design Group May 1999 - October 1999
Skills
Illustrator, Graphic Design, C#, InDesign, After Effects, Maya, Photoshop, CSS, Character Animation, Web Developer, 3D Modeling, Layout, .NET, Animation, Sculpting, Logo Design, Web Design, XHTML, Adobe Creative Suite, Illustration, Flash, Dreamweaver, Advertising, 3D Design, .NET Development, Actionscript 3.0, jQuery, JavaScript, HTML 5, CSS3, Adobe Flash, 3DS Max, Character Designs, Character Rigging, Digital Painting, Painting, Drawing, Premiere, Final Cut Pro, Flash Animation, Flash Programming, Web Development, 3D graphics, Adobe Acrobat, Vector Illustration, User Interface Design, Computer Animation, Storyboarding, Typography, 3D Studio Max
Education
iAnimate 2010 — 2013
Certificate (anticipated 2013), Character Animation
Centriq Training 2009 — 2010
Microsoft Certified Technology Specialist, .NET Web Development track
Animation Mentor 2009 — 2009
Basic Certificate, Intro to Character Animation
Kansas City Art Institute 1996 — 1999
Bachelor's Degree, Design
Longview Community College 1994 — 1996
Associate's Degree, Liberal Arts
Lockton Companies March 2012 - Present
FM Global 2003 - 2012
Kemper Insurance 1997 - 2003
Skills
Property & Casualty..., Claim, Commercial Insurance, Insurance, Claims Management, Liability, Underwriting, Casualty Insurance, General Insurance, Legal Liability, Brokers, Reinsurance, Professional Liability
Education
Illinois State University 1991 — 1995
Bachelor of Science (B.S.), Business - Management and Quantitative Methods
Berlitz School of Language - Spanish
RT Specialty November 2009 - Present
Lockton Companies August 2002 - November 2009
Skills
Directors & Officers..., Employment Practices..., Professional Liability, Crime, Fiduciary Liability, Healthcare PL / GL, Disability Insurance, Excess, Umbrella Insurance, Fiduciary, Reinsurance, Risk Management, Inland Marine, Life Insurance, Health Insurance, Claim
Education
Johnson County Community College
Associates, Business
Alere Inc. March 2015 - Present
DST Systems January 2015 - March 2015
Lockton Companies November 2002 - January 2015
SolutionPros 1998 - 2002
SolutionPros 1998 - 2002
Skills
LAN-WAN, WAN, Cisco Technologies, Networking, Routing Protocols, Cisco Routers, Solarwinds Orion Suite, BGP, EIGRP, Cisco Nexus, Nexus 7k, Data Center, Routing, Windows Server, MPLS, DNS, Wide Area Networking, Cisco Routing &..., Nexus 5k, Nexus 2k
Education
The University of New Mexico - Robert O. Anderson School of Management 1990 — 1993
Bachelor of Business Administration, Marketing
Johnson County Community College 1988 — 1989
Associate of Arts, General
University of Alabama 1987 — 1988
General
Lockton Companies January 2014 - Present
Army National Guard October 2012 - Present
Braman Insurance Services May 2011 - December 2013
The Horton Group September 2006 - April 2011
Mesirow Financial August 2001 - June 2006
Matsock Insurance Agency January 1999 - August 2001
American Community Mutual Insurance Company January 1998 - December 1998
Skills
Insurance, Analysis, Leadership, Financial Analysis, Marketing Strategy, Microsoft Office, Sales Management, Forecasting, Defined Contribution, Program Management, Vision Insurance, Health Savings Accounts, Healthcare, Data Analysis, Marketing, Health Insurance, Risk Management, Property & Casualty..., Disability Insurance, Dental Insurance, Budget, Analytics, Contribution Strategies, Life and Disability..., Budgets, Team Building, Strategic Planning, Customer Service
Education
Olympia College 2005 — 2006
Medical Assistant
Westwood College of Technology 2001 — 2003
Graphic Design
Indiana University-Northwest
Bachelor of Applied Science (BASc)
Lockton Companies July 2012 - Present
Premier Agency Services August 2011 - July 2012
Target Financial Insurance Services February 2011 - August 2011
Target Financial Insurance Services August 2008 - February 2011
Target Financial Insurance Services February 2007 - August 2008
Target Financial Insurance Services March 2004 - February 2007
Teak Emporium, Inc March 2002 - May 2005
Skills
Property & Casualty..., Commercial Insurance, Customer Service, Brokers, Claim, Insurance, General Insurance, Management, Accounting, Marketing, Outlook, Payroll, Sales, Training
Education
Grossmont College 2002 — 2005
Accounting
Sycamore High School 1996 — 2000
Dimploma, All
Sycamore High School / Santana HighSycamore, IL
High School Diploma
TIAA-CREF September 2014 - Present
Charles Schwab February 2008 - August 2013
Charles Schwab October 2005 - January 2008
Charles Schwab June 2001 - September 2005
Charles Schwab November 1999 - May 2001
Charles Schwab October 1998 - October 1999
Charles Schwab February 1997 - September 1998
Lockton Companies April 1995 - September 1996
Alburger Basso de Grosz November 1993 - February 1995
Skills
Strong organizational..., Solid proficiency in..., Excellent time..., Maintaining Strong..., Strong desire to pursue..., Financial Services, Insurance, Mutual Funds, Project Management, Training, Retirement, Sales, CRM, Equities, Customer Service, Trading, Management
Education
University of Iowa 1981 — 1984
Harper College 1980 — 1981
Technical Assurance, LLC September 2006 - Present
USI Insurance Services January 1999 - September 2006
Lockton Companies January 1986 - January 1999
Fireman's Fund Insurance Company January 1985 - January 1986
USF&G January 1981 - January 1985
Skills
Surety, Surety Bonds, Underwriting, Indiana Universary, Insurance, Commercial Insurance
Education
Indiana University - Kelley School of Business 1977 — 1981
Bachelor's degree, Finance
Lockton Companies June 2013 - Present
Lockton Insurance June 2011 - June 2013
Zurich Switzerland International Internship May 2010 - June 2010
Re-Basics: Demystifying Reinsurance Seminar May 2010 - May 2010
Kriegsman Warehouse June 2007 - August 2008
Skills
Insurance, Property & Casualty..., General Insurance, Risk Management, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Casualty Insurance, Workers Compensation
Education
Illinois State University 2007 — 2011
Bachelor's degree, Risk Managment & Insurance
Illinois State University 2007 — 2011
Bachelor's degree, Insurance
Lockton Companies October 2008 - Present
Newell Rubbermaid September 2005 - September 2008
Advantage Sales & Marketing April 2005 - September 2005
Indiana State University 2000 - 2004
Skills
B2B, Strategic Planning, Risk Management, Market Research, Insurance, CRM, Process Improvement, Sales Operations, Account Management, Public Speaking, Leadership, Training, Sales, Business Development, Finance, Time Management, Management, Team Building, Forecasting, Strategy, Sales Management, Customer Service
Education
Maryville University of Saint Louis 2010 — 2013
Master of Business Administration (M.B.A.)
Indiana State University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Lockton Companies June 2013 - Present
Habitat for Humanity May 2012 - August 2012
Skills
International Business, Property & Casualty..., Commercial Insurance, Insurance, Liability, Workers Compensation, Customer Service, Team Leadership, French
Education
James Madison University 2009 — 2013
Bachelor of Business Administration, International Business
Lockton Companies June 2013 - Present
Assurance July 2010 - April 2012
Skills
Insurance, Risk Management, Property & Casualty..., Workers Compensation, Health Insurance, Customer Service, Employee Benefits, Commercial Insurance, Training, Underwriting, Claim, Disability Insurance
Education
Indiana University Bloomington 2006 — 2010
AIG November 2014 - Present
AIG June 2012 - November 2014
Marsh April 2004 - December 2011
The Furnished Garden LLC 2001 - 2004
Lockton Companies 1998 - 2001
Alexander and Alexander/Aon 1995 - 1997
Alexander and Alexander 1992 - 1995
Skills
Enterprise Risk..., New Business Development, Business to Business..., Operational Leadership, Property and Casualty..., Strategic Planning and..., Non-profit Board Service, Risk Management..., Sales Management, Strategic Planning, Property & Casualty..., Operations Management, Risk Management, Business Development, Leadership, Management, Marketing, Insurance, Strategy, Recruiting, Change Management, Casualty, Management Consulting, Sales, CRM, Direct Sales, Casualty Insurance
Education
Harvard Business School Executive Education
Governing for Nonprofit Excellence
University of Denver
Bachelor of Arts (BA), American History (United States)
Lockton Companies October 2012 - Present
Lockton Companies June 2009 - Present
Lockton Companies May 2008 - June 2009
Skills
Property & Casualty..., Casualty, Insurance, Risk Management, Analysis, Brokers, Claim, Commercial Insurance, General Insurance, Liability, Management
Education
Indiana State University - School of Business 2003 — 2008
Bachelor of Science, Insurance and Risk Management
Lockton Companies June 2011 - Present
Lundstrom Insurance 2009 - June 2011
Lockton Companies 2008 - 2009
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, General Insurance, Underwriting, Commercial Lines, Casualty, Brokers, Legal Liability, Liability, Umbrella Insurance
Education
Illinois State University 2004 — 2008
Finance/Risk Management & Insurance
Illinois State University 2004 — 2008
BS, Risk Management
Lockton Companies December 2009 - Present
AON Benfield October 2006 - December 2009
Zurich Direct June 2005 - September 2006
Risk Management Solutions January 2000 - June 2005
Skills
Analytics, Insurance, Reinsurance, Process Improvement, Management, Leadership, Databases, Data Modeling, Property & Casualty..., Risk Management, Financial Risk, Data Analysis, General Insurance, Underwriting, Commercial Insurance, Brokers, Analysis, Project Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2009
MBA, Economics, Information Systems
Illinois State University 1996 — 2000
BS, Business Administration
Lockton Companies April 2010 - Present
Shepherd Insurance and Financial Services August 2008 - April 2010
KuykendallGardner 2007 - August 2008
Skills
Insurance, Business Planning, Investments, Research, Analysis, Finance, Real Estate, Commercial Insurance, Property & Casualty..., D&O, Professional Liability, Microsoft Excel, General Insurance, Sales, Health Insurance, Microsoft Word, Underwriting, Microsoft Office, Marketing, Risk Management, Legal Liability
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
MBA
Indiana University Bloomington 1996 — 2002
BA
Carmel High School 1992 — 1996
Brush Creek Partners February 2013 - Present
Fort Worth Country Day School December 2014 - Present
Rockhurst University September 2013 - October 2014
Shawnee Mission East High School February 2012 - May 2013
KC Orange July 2011 - May 2013
Lockton Companies June 2012 - January 2013
Lockton Companies, LLC June 2011 - June 2012
Pyramid Brokerage Co., Cushman & Wakefield Alliance October 2010 - December 2010
Lockton Companies June 2010 - July 2010
Bank of Prairie Village June 2008 - August 2009
Skills
Property & Casualty..., Commercial Insurance, Insurance, Brokers, Training, Professional Liability, Customer Service, Risk Management, Underwriting, Workers Compensation
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts (B.A.), Economics
Lockton Companies September 2003 - Present
Arthur J. Gallagher & Co. September 2001 - October 2003
Aon Risk Services December 1999 - September 2001
State Farm Insurance August 1996 - December 1999
Skills
Insurance, Marketing, Liability, General Insurance, Commercial Insurance, Underwriting, Accounting, Time Management, Workers Compensation, Brokers, Claim, Casualty Insurance, Professional Liability, Property & Casualty..., Administrative..., Casualty
Education
Houston Community College
Business
Lockton Companies March 2008 - Present
Zurich Insurance October 1990 - December 2007
Education
Johnson County Community College
Associates of Applied Science, Accounting
Lockton Companies November 1989 - Present
J. H. Silversmith, Inc January 1978 - November 1989
Insurance Services Office June 1969 - December 1977
Skills
Property & Casualty..., Brokers, Insurance, Commercial Insurance, Professional Liability, Risk Management, Liability, Casualty, General Insurance
Education
Illinois Institute of Technology 1969 — 1974
Fire Proetction Engineering
Cigna July 2014 - Present
Hays Companies August 2013 - June 2014
Lockton Companies May 2011 - July 2013
Lockton Companies November 2009 - May 2011
FirstBank March 2009 - November 2009
Skills
Health Insurance, Medical Underwriting, Mortgage Underwriting, Financial Analysis, Financial Modeling, Presentations, Stop Loss, Valuation, Financial Reporting, Microsoft Excel, Leadership, Employee Benefits, Management, Underwriting
Education
University of Colorado at Denver 2011 — 2013
MBA, Healthcare Administration
Johnson & Wales University-Denver 2006 — 2009
Bachelors of Science, Finance
AIG November 2011 - Present
Lockton Companies July 2011 - November 2011
Chartis February 2011 - July 2011
Charles Taylor Adjusting December 2004 - February 2011
Skills
Insurance, Property & Casualty..., Reinsurance, Underwriting, Claim, Claims Management, Casualty, Liability, Commercial Insurance, Insurance Law, Litigation Management, Brokers, General Insurance, Workers Compensation, Claim Investigation, Financial Risk, Legal Liability, Professional Liability, Risk Management, Employee Benefits, Subrogation, Excess, Property Damage, Product Liability
Education
Houston Baptist University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Adminstration
Lockton Companies May 2006 - Present
Willis June 2004 - May 2006
Near North Insurance Brokerage 2002 - 2004
Skills
Brokers, Insurance, Health Insurance, Underwriting, Employee Benefits
Education
Illinois State University 1992 — 1996
B.S., Marketing
Lockton Companies June 2002 - Present
Skills
Insurance, Property & Casualty..., Workers Compensation, Claims Management
Education
Illinois State University
BS, Industrial Technology/Occupational Safety
Lockton Companies 2003 - Present
AIG 1993 - 2003
Zurich Insurance 1991 - 1993
Providence Washington Insurance 1985 - 1991
Skills
Property & Casualty..., Claims Management, Insurance, Risk Management, General Liability, Coverage, Litigation Management, Insurance Claims, Underwriting, Captives, Risk Analysis, Workers Compensation, Automobile Liability, Licensed Property &..., Certified Insurance..., Teamwork, Commercial Insurance, Commercial Lines, Legal Liability, Brokers, Risk Management..., Liability Analysis, Casualty, Liability, Professional Liability, Management, Financial Risk, Employment Practices..., D&O, Excess, Insurance Brokerage, Reinsurance, General Insurance, Umbrella Insurance, Inland Marine, Claim Investigation, Directors & Officers..., CPCU, Risk Financing, Surety, Indemnity, Health Insurance, Surety Bonds, Health Savings Accounts, Disability Insurance, Casualty Insurance, Claims Handling, Claim
Education
California Southern University (fka SCU for Professional Studies)
Master of Business Administration (M.B.A.), Human Resources
Western Illinois University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Organizational Development
Highland Community College 1978 — 1980
Associate of Science (A.S.), Accounting and Business/Management
Freeport High
Worldwide Innovations and Technologies January 2014 - Present
Agricultural Food Systems September 2010 - December 2014
Lockton Companies September 2011 - September 2013
Liberty Bank of Arkansas December 2010 - May 2011
Siloam Springs Public Library January 2010 - December 2010
Worldwide Innovations and Technologies June 2010 - August 2010
Suburban Lawn May 2009 - August 2009
Skills
Strategic Planning, Accounting, Financial Analysis, Forecasting, Investments, Microsoft Excel, Budgets, Finance
Education
John Brown University 2007 — 2010
Bachelor of Arts (BA), International Business
Whitefield
Lockton Companies January 2014 - Present
Hometown Equity Mortgage February 2012 - December 2013
Community of the Good Shepherd June 2011 - February 2012
Bloomberg LP June 2009 - August 2009
Skills
Research, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Business Strategy, Time Management, Teaching, Sales, Marketing, Financial Analysis, Negotiation, Public Speaking, Residential Mortgages, Strategic Planning, Leadership, Contract Negotiation, Management, Inventory Management
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance, Entrepreneurship
Indiana University Bloomington
Indiana State University January 2015 - Present
Howard Clare Insurance March 2006 - June 2014
Indiana State University 2005 - April 2013
Habitat for Humanity - Wabash Valley 2007 - 2010
ONB Insurance August 2003 - March 2006
Lockton Companies June 2001 - August 2003
Tatem & Associates, Inc. March 1995 - June 2001
Skills
Insurance, Risk Management, University Teaching, Small Business, Property & Casualty..., Commercial Insurance, Investments, Underwriting, Employee Benefits, Sales, Account Management, Workers Compensation, Entrepreneurship, Training, Strategic Planning, Program Development, Leadership, Fundraising, Public Speaking, Leadership Development, Analysis, Team Building, Organizational...
Education
The National Alliance for Insurance Education & Research 2004 — 2007
Certified Insurance Counselor and Certified Risk Manager, Risk Management and Insurance
American Institute for Chartered Property Casualty Underwriters 2001 — 2004
CPCU and ARM, Risk Management and Insurance
University of Missouri 2001 — 2003
M.B.A., Management and Entrepreneurship
Indiana State Universtiy 1996 — 2001
B.S., Business Management/Insurance/Criminology
West Vigo High School
Lockton Companies, LLC April 2011 - Present
Charles L. Crane Agency February 2008 - April 2011
Lockton Companies June 2004 - February 2008
Education
Indiana State University 2000 — 2004
Bachelor of Science (B.S.), Mathematics and Insurance Risk Management
Lockton Companies October 2011 - Present
Kansas Health Solutions, LLC May 2008 - September 2011
Cambridge Technology Enterprises May 2005 - April 2008
Skills
Microsoft SQL Server, Business Analysis, Customer Service, ETL, Data Analysis, Microsoft Word, Software Documentation, Project Management, HIPAA, Visio, SSRS, Business Intelligence, SQL, Databases, Agile Methodologies, Database Design, Integration, SharePoint
Education
Indian Institute of Technology, Bombay
Perceptive Software January 2012 - Present
Lockton Companies August 2011 - January 2012
Access January 2009 - June 2011
H&R Block July 2008 - December 2008
Perceptive Software, Inc. August 2004 - June 2008
Skills
Enterprise Content..., Professional Services, Software Project..., Enterprise Software, Salesforce.com, Document Management, Document Imaging, SaaS, Solution Selling, Business Process, Business Analysis
Education
University of Kansas 2000 — 2003
BA, Communication Studies
Illinois Wesleyan University
Lockton Companies January 2014 - Present
Lockton Companies June 2003 - December 2013
Palmer & Cay Consulting Group (formerly DeFrain Mayer) July 2002 - May 2003
ING Employee Benefits 1996 - 2000
Skills
Health Insurance, Insurance, Brokers, Employee Benefits, Workers Compensation, Underwriting
Education
Iowa State University - College of Business 1990 — 1995
Bechelor of Science, Finance
Troy State University 1998 — 2000
Masters, Business Administration
Lockton Companies July 2013 - Present
Takedown Outdoors January 2011 - Present
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Illinois Wesleyan University
BA, Risk Management and Finance
Montini Catholic
P1 Group, Inc. July 2015 - Present
LightEdge Solutions January 2013 - June 2015
Murphy-Hoffman Company May 2012 - January 2013
Network Integration Services April 2008 - May 2012
Embarq October 2007 - March 2008
Penton Media April 2007 - October 2007
UMB Bank June 2006 - March 2007
Black & Veatch March 2000 - June 2006
Lockton Companies July 1996 - March 2000
THORN Americas June 1994 - June 1996
Skills
VMware, Active Directory, Windows Server, Data Center, Servers, CommVault, Microsoft Exchange, Hosted Microsoft..., VMware ESX, System Administration, Disaster Recovery, Virtualization, DNS, IIS, MobileIron, Microsoft CRM, NimbleStorage, Ironport, Cisco Technologies, Integration, Backup, Blackberry Enterprise..., SAN, Troubleshooting, Storage Area Networks, Firewalls, SharePoint, Citrix, Network Security, VMware Infrastructure, Windows, Exchange 2010/2007/2003, XP, vSphere, EMC Storage, Managed Services, Help Desk Support, Storage, Technical Documentation, Group Policy, VPN, Hyper-V, Microsoft Technologies, Microsoft Certified..., Cisco IOS, Powershell
Education
Johnson County Community College 1992 — 1993
Novell Administration
Northwest Missouri State University 1989 — 1992
CMS
Gretna Jr-Sr High 1984 — 1989
Lockton Companies January 2005 - Present
Royal & Sun Alliance 1982 - 2005
Liberty Mutual Insurance November 1976 - June 1982
Skills
Property & Casualty..., Commercial Lines, Customer-focused, Claim, Program Management, Claims Management, Insurance, Claims Review, Financial Risk, Reinsurance, Team Building, Liability, Legal Liability, Analysis, Underwriting, Risk Management, Brokers, Workers Compensation, Commercial Insurance
Education
Illinois State University
XL Catlin July 2014 - Present
Lockton Companies July 2013 - July 2014
Old Republic Construction Program Group August 2007 - December 2011
Liberty Mutual Group 2005 - 2007
Aon 1996 - 2003
Skills
New Business Development, Insurance, Commercial Insurance, Professional Liability, Construction, Brokers, Sales, Casualty, Property & Casualty..., Marketing, Sales Management, Legal Liability, Risk Management, Liability, Workers Compensation, Accident, Project Management, Management, Commercial Lines, Selling Skills, General Insurance, Claims Management, Strategic Planning, Claim, Reinsurance, Health Insurance, Insurance Brokerage, Advertising, Financial Risk, Umbrella Insurance, Employment Practices..., Life Insurance, Employee Benefits, Excess, Actuarial Science, Disability Insurance, D&O, Enterprise Risk..., Inland Marine, Term Life Insurance, Sales Training, Underwriting
Education
Iowa State University
BA, English/Journalism
Lockton Companies February 2015 - Present
Tri City Foods, Inc., f/k/a Heartland Food LLC July 2004 - February 2015
Berlin Industries September 2003 - July 2004
Sunnyside Unified School District December 2002 - April 2003
Indian Lakes Resort January 1996 - March 1998
Tripp Lite 1998 - 1998
Skills
Benefits Administration, Deferred Compensation, ADP Payroll, Employee Benefits, FMLA, COBRA, Employee Relations, Customer Service, New Hire Orientations, EEOC, I-9 Compliance, EEO, Succession Planning, HRIS, Legal Compliance, Human Resources, Workers Compensation, Income Statement, Onboarding, Training, Time Management, Leadership Development, Management, Leadership, Employee Engagement, Mergers, Disability Insurance, Performance Management, Employee Training, Payroll, Mergers & Acquisitions, College Recruiting, Insurance, Hiring, Applicant Tracking..., Workforce Planning, 401k, Personnel Management, Labor Relations, Employment Law, Coaching, Talent Acquisition, Incentive Programs, Interviews, Multi-state Payroll..., Talent Management, Team Building, Temporary Placement
Education
Illinois State University
Bachelor of Science (B.S.), Human Resources Management and Services
Luther North HS, Chicago
College Prep
Lockton Companies December 2008 - Present
Gallagher Benefit Services May 1996 - December 2008
Positve Care Administrators October 1990 - March 1996
LaHood & Associates May 1987 - October 1990
Skills
Employee Benefits, Dentistry, Claim, Brokers, Health Insurance, Disability Insurance, Underwriting, Insurance, Workers Compensation, Managed Care, Health Savings Accounts, Benefits Administration, Account Management, Group Medical, HRA
Education
Johnson County Community College
Lockton Companies 2015 - Present
Monica+Andy October 2013 - March 2015
The SAVO Group 2010 - 2011
Liberty Mutual 2005 - 2007
Skills
Account Management, Manage Client..., Customer Retention, Client Development, Return on Investment..., Risk Management, Commercial Insurance, Relationship Management, Loss Prevention, Direct Sales, Lead Generation, Property & Casualty..., Negotiation, CRM, Sales Process, Sales Enablement, Editing, Telecommunications, Salesforce.com, Customer Engagement, Strategic Partnerships, Copywriting, Creative Writing, Strategic Planning, Forecasting, B2B, Insurance, General Insurance, SaaS, Hospitality Industry, Cyber Liability, Directors & Officers..., Boutique Hotels, Hotels, Trusted Business Advisor, loss pr, Manufacturing, Solution Focused, Business Alignment, Strategy Alignment
Education
Indiana University Bloomington 2001 — 2005
Telecommunications, Marketing
Hyman Brand Hebrew Academy
Shawnee Mission South
Business, Management, Marketing, and Related Support Services
Republic Airlines March 2014 - Present
Lockton Companies June 2007 - March 2014
Cintas Document Management February 2006 - June 2007
Johnson County Court Services August 2001 - May 2003
Jean W. Wise, Attorney At Law 1996 - 1999
North American Salt Company 1994 - 1996
Eastern Municipal Water District 1988 - 1994
Skills
Customer Service, Employee Relations, Research, Management, Software Documentation, Human Resources
Education
MidAmerica Nazarene University 2000 — 2001
Bachelor of Arts (B.A.), Management and Human Resources
Johnson County Community College 1995 — 2000
Associate of Arts (AA), Paralegal
Sarah Winston Photography Sarah Winston Design May 2000 - Present
Husqvarna Construction Products September 2014 - Present
Paddy O'Quigly's April 2013 - November 2014
Johnson County December 2013 - September 2014
Bucyrus Equipment Company, Inc. February 2008 - May 2014
Hallmark Cards April 2012 - July 2012
PlattForm Advertising April 2011 - April 2012
Lockton Companies October 2007 - February 2008
Preco Inc. February 2007 - September 2007
Century Publications July 2005 - November 2006
Skills
Photoshop, Illustrator, InDesign, Microsoft Office, Mac, Graphic Design, Adobe Acrobat, Advertising, Adobe Creative Suite, Photography, Layout, Social Media, Digital Photography, Event Management, QuarkXPress, Marketing Management, Dreamweaver, Marketing, Logo Design, Graphics, Brochures, Facebook, Pre-press, Blogging, Trade Shows, Flyers, Catalogs, Creative Direction, Direct Mail, Email Marketing, Copywriting, Digital Printing, Brand Development, Branding & Identity, Publications, Art Direction, Image Manipulation, WordPress, Business Analysis, Creative..., Key Account..., Social Media Marketing, Customer Service, Social Networking
Education
University of Missouri-Kansas City 2001 — 2004
BLA, Graphic Design/Photography
Johnson County Community College 1997 — 2001
n/a, General
MarksNelson LLC January 2013 - Present
Lockton Companies May 2012 - January 2013
CBIZ MHM, LLC August 2005 - May 2012
Skills
Income Tax, S Corporations, Accounting, Tax, CPA, Tax Preparation
Education
University of Missouri-Kansas City 2006 — 2008
Master of Science
Illinois Wesleyan University 2001 — 2005
Bachelor of Arts
CalSurance September 2008 - Present
Lockton Companies September 2007 - September 2008
Aon Affinity Insurance Services April 1996 - September 2007
Skills
Insurance, Professional Liability, D&O, Property & Casualty..., Underwriting, Liability, Brokers, Casualty, General Insurance, Reinsurance, Disability Insurance, Casualty Insurance, Health Insurance, Account Management, Commercial Insurance, Claim, Risk Management, Life Insurance
Education
Indiana University of Pennsylvania
Bachelor of Arts (B.A.) - Economics, Economics / Finance
Lockton Companies May 1997 - Present
Education
Iowa State University - College of Business 1978 — 1982
BBA
Lockton Companies March 2006 - Present
Skills
Insurance
Education
Iowa State University 2001 — 2005
Lockton Companies April 2007 - Present
Robert Half Technology November 2006 - March 2007
Thomson Reuters Westlaw May 2001 - November 2006
Thomson Reuters Westlaw June 1999 - May 2001
Skills
Windows 7, Citrix Xen App, Microsoft Office 2007, Microsoft Office 2003, Microsoft Office 2010, Windows XP Pro, VDI, Active Directory, Account Management, Citrix, Citrix Metaframe, Hardware, Help Desk Support, Microsoft Office, Networking, Office 2010, Operating Systems, Security, Technical Support, Troubleshooting, Windows XP, Management
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts degree, Criminal Justice
Lockton Companies December 2013 - Present
Marsh November 2010 - December 2013
The VERTEX Companies, LLC March 2010 - November 2010
HWS Consulting Group June 2007 - March 2010
EPS Environmental Services March 2005 - June 2007
EnviroTrac April 2004 - August 2004
Skills
Environmental Insurance, Environmental Consulting, Phase I & II..., Soil & Groundwater..., Pollution Liability, Groundwater Remediation, Groundwater, Phase I, Environmental Issues, Soil, Remediation, Phase 1
Education
Indiana University Bloomington 2000 — 2004
BS, Environmental Management
Oyster Bay High School
Lockton Companies 2011 - Present
Lockton Companies June 2006 - September 2011
Skills
Professional Indemnity, Commercial Insurance, Property & Casualty..., Casualty, Brokers, General Liability, Professional Liability, Commercial Lines, Umbrella, Liability, Workers Compensation, Excess, General Insurance, Employment Practices...
Education
Illinois State University 2002 — 2006
Bachelor of Science (BS), Insurance
Lockton Companies May 2004 - October 2006
Reliability Incorporated 1983 - 2003
Skills
Project Management, Operations Management, PowerPoint, Marketing, Microsoft Excel, Process Improvement, 401k, Management, Employee Benefits, Benefits Administration, Customer Service, Team Building, New Business Development, Strategy, Contract Negotiation, Administrative..., Human Resources
Education
Houston Baptist University
MS, Human Resource Management
University of Houston
BBA, Production and Logistics
Lockton Companies July 2015 - Present
Catto & Catto February 2011 - July 2015
Wortham Insurance & Risk Management February 2010 - February 2011
Santikos Theatres November 2009 - February 2010
City of San Antonio October 2009 - January 2010
Dean & Deluca September 2008 - February 2009
The News Group August 2004 - August 2008
Energy Transfer April 2000 - June 2004
Trammell Crow Company July 1997 - May 2000
Reading & Bates Corporation January 1994 - June 1997
Education
Houston Community College 1988 — 1994
Business
Cretcher Heartland, LLC June 2014 - Present
Arthur J. Gallagher & Co. May 2011 - May 2014
TAS Insurance Group, Inc. July 2009 - February 2011
Med James, Inc. June 2008 - June 2009
Westrope February 2003 - June 2008
Transportation Association Solutions, Inc. April 1999 - February 2003
Lockton Companies November 1982 - April 1999
Skills
Liability, Property & Casualty..., Casualty, Insurance, Commercial Insurance, Underwriting, Legal Liability, Professional Liability, Workers Compensation, General Insurance, Excess, Commercial Lines, Risk Management, Employment Practices..., Brokers, D&O, Reinsurance, Umbrella Insurance, Casualty Insurance
Education
Johnson County Community College 1983 — 1985
Associates Degree, Liberal Arts
University of Kansas 1981 — 1983
IMA, Inc. December 2013 - Present
Lockton Companies November 1995 - November 2013
Skills
Team Building, General Insurance, Commercial Insurance, Workers Compensation, Brokers, Casualty, Underwriting, Insurance, Reinsurance, Professional Liability, Captives, Commercial Lines, Property & Casualty..., Liability, Risk Management, Legal Liability, Claims Management, Casualty Insurance
Education
Indiana University Bloomington 1976 — 1980
Bachelor's
Indiana University- Bloominton 1976 — 1980
Lockton Companies August 2014 - Present
Kansas City Public Library Board of Trustees August 2007 - Present
The Ashcroft Law Firm, LLC November 2007 - July 2014
Kansas City Economic Development Corporation - Tax Increment Financing September 2007 - July 2011
Stinson Morrison Hecker LLP August 2006 - October 2007
Cravath, Swaine & Moore LLP September 2002 - June 2006
Skills
Corporate Governance, Securities Regulation, Mergers, Corporate Law, Intellectual Property, Legal Research, FCPA, Joint Ventures, Securities Litigation, Licensing, Due Diligence, Risk Management, Mergers & Acquisitions, Legal Writing, Corporate Finance, Trade Secrets, Privacy Law
Education
Harvard Law School 1999 — 2002
JD
Stanford University 1994 — 1998
BA, Economics, Psychology
Vince & Associates Clinical Research June 2013 - Present
Bushnell April 2012 - June 2013
Lockton Companies May 2009 - April 2012
Pioneer Financial Services February 2007 - May 2009
DaimlerChrysler Financial Services August 2004 - January 2007
Skills
Budgeting, Forecasting, Month End Close, Monthly Reporting, SEC reporting, Audit, Financial Analysis, Cash Management, Statutory Reporting, Statutory Audit, SOX, Process Improvement, Ad Hoc Reporting, Reconciliations, Consolidation, Inter-Company, Financial Reporting, Reinsurance, Acquisition Integration, PeopleSoft, Microsoft Dynamics AX..., Great Plains Software, Auditing, Budgets, Account Reconciliation, Access
Education
Iowa State University - College of Business 2002 — 2004
Bachelors, Accounting and Finance
Kirkwood Community College 2000 — 2002
Accounting/General
Lockton Companies August 2010 - Present
Wachholder & Streimer, P.A. September 2008 - August 2010
Layered Technologies 2005 - 2008
Education
Kalamazoo College 1977 — 1981
BA, Sociology
Unique-Prescotech Industries March 2013 - Present
Lockton Companies June 2010 - August 2010
Indiana State Newspaper September 2009 - December 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Time Management, Customer Service, Social Media, Event Planning, Leadership, Outlook, Teamwork, Research
Education
Indiana State University - School of Business 2008 — 2012
Bachelor of Science (B.S.), Insurance and Risk Management
Americanized Benefit Consultants February 2010 - Present
Lockton Companies June 2006 - February 2009
Aon Risk Services June 2001 - June 2006
Summit Global Partners April 1999 - June 2001
Hotchkiss Insurance Agency, Inc April 1997 - April 1999
John L January 1994 - April 1997
F&D Companies March 1981 - January 1994
Skills
Health Insurance, Insurance, Management, Microsoft Office, Risk Management, Sales, Underwriting
Education
Houston Community College 1988 — 1990
Business Administration
Lockton Companies June 2014 - Present
Lockton Companies May 2012 - Present
CHELSY LEE & CO January 2008 - 2013
ASA CABLING SYSTEMS, INC September 2007 - April 2012
Bright Horizons June 2005 - August 2007
Skills
Accounts Payable, Accounts Receivable, Budgeting, Budget Tracking, Payroll, Teamwork, Microsoft Office, Microsoft Excel, Research, Project Management, Customer Service, Social Networking, Event Planning, Outlook, Editing, Account Management, Data Entry, Non-profits, Social Media, Budgets, Surety Bonds, Insurance, Nonprofits
Education
Northeastern University 2003 — 2006
Bachelor of Science, Psychology
Hobart and William Smith Colleges 2001 — 2003
Child Psychology
Kingswood Oxford High School 1997 — 2001
Lockton Companies June 2015 - Present
Southern Polytechnic State University October 2000 - January 2015
UMDNJ February 1999 - October 2000
Skills
Public Health, Exercise Physiology, Higher Education, Fitness Consulting, Public Speaking, Employee Training, Personal Training, Teaching, Microsoft Office, Certified Group..., PowerPoint, Microsoft Excel, Microsoft Word, Java, Fitness Training, Athletic Performance, Fitness Center, Research, Health Promotion, Event Planning, Leadership, Fitness, Management, Program Development, Nutrition, Community Outreach, Customer Service, Healthcare, Wellness, Project Management, Employee Wellness, Enterprise Risk..., Risk Management
Education
The University of Georgia 1997 — 1999
Master of Education, Public Health Education and Promotion, Exercise Physiology
High Point University 1993 — 1997
Bachelor of Science, Sports Medicine
Lockton Companies May 2015 - Present
Marsh January 2009 - May 2015
Liberty Mutual January 2008 - January 2009
AT&T 2005 - 2008
Country Insurance and Financial Services 2002 - 2005
Skills
Insurance, Property & Casualty..., Life Insurance, Risk Management, Casualty, Commercial Insurance, Umbrella Insurance, Legal Liability, Employment Practices..., Underwriting, General Insurance, Professional Liability, Liability, Brokers, Workers Compensation, Claims Management, Claim, Commercial Lines, Health Insurance, D&O, Inland Marine, Liability Analysis, Term Life Insurance, Reinsurance, Excess, Directors & Officers..., Insurance Brokerage, Captives
Education
University of Phoenix 2008 — 2010
Masters, Management
Illinois College 1996 — 2000
Bachelors, History/Political Science
Bluffs High School 1992 — 1996
Lockton Companies July 2012 - Present
Northwestern Mutual August 2011 - December 2011
Master Eye Associates July 2007 - August 2011
Master Eye Associates July 2007 - August 2011
Skills
Finance, Customer Service, Insurance, Management, Microsoft Excel, Public Speaking, Risk Management
Education
Bauer College of Business, University of Houston 2010 — 2012
Bachelor of Business Administration, Finance and Management
University of Houston, C.T. Bauer College of Business 2010 — 2012
BBA, Finance and Management
Houston Community College
degree, Business Administration
Lockton Companies May 2006 - Present
R.H. Donnelley May 2004 - May 2006
American Century Investments May 1990 - July 2003
Skills
Accounting, Operations Management, Staff Development, Cross-functional Team..., Vendor Relationships, Business Process..., Project Management, System Integration..., Business Analysis
Education
Kansas State University 1983 — 1987
BS, Journalism and Public Relations
Hutchinson Community College
Associate of Arts (AA)
Colliers International July 2010 - Present
Lockton Companies 2007 - 2009
Skills
Commercial Real Estate, Brokerage, Leases, Marketing, Real Estate, Corporate Real Estate
Education
Hobart and William Smith Colleges 1990 — 1994
BA, English
Lincoln Sudbury Regional High School
Lockton Companies January 2014 - Present
Marsh June 2001 - October 2013
Skills
Property & Casualty..., Underwriting, Professional Liability, Brokers, Liability, Employment Practices..., Commercial Insurance, Casualty, D&O
Education
Jacksonville University 1988 — 1992
Masters of Business Administration
Indiana University of Pennsylvania 1984 — 1988
Bachelor of Arts (B.A.), Economics
Lockton Companies June 2013 - October 2013
State Farm Insurance January 2013 - May 2013
Wilber and Associates February 2012 - December 2012
Residential Services LLC April 2006 - August 2011
United States Marine Corps January 2005 - March 2006
United States Marine Corps October 2003 - January 2005
United States Marine Corps February 2003 - October 2003
Skills
Motivated, Energetic, Highly Analytical, Management, Critical Thinking, Analytical Skills, Time Management, Risk Management, Insurance, People Skills, Analysis, Self-driven, Leadership, Team Building, Team Leadership, Property & Casualty..., Workers Compensation, Claim, Commercial Insurance, Liability, Claims Management, Underwriting, Casualty
Education
Illinois State University, Normal 2011 — 2013
Bachelors of Science, Insurance
Illinois Central College 2010 — 2011
Associates Degree, Business Administration
Lockton Companies September 2009 - Present
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Liability, Associate in..., Premium Payables and..., Account Reconciliation, Quality Control, Customer Service, Casualty, Professional Liability, Outlook, Process Improvement, Project Management
Education
Johnson County Community College
Shawnee Mission West
Lockton Companies June 2004 - Present
Skills
Excess, Casualty, Workers Compensation, Legal Liability, Insurance, Commercial Insurance, Property & Casualty...
Education
Illinois State University
Farmers Insurance May 2011 - Present
Lockton Companies August 2008 - May 2011
K-Force finance and accounting staffing August 2007 - July 2008
Skills
Insurance, Customer Service, Accounting, Outlook, Claim, Accounts Receivable, Claims Investigations, Auditing, Microsoft Excel, financial reporting, Problem Solving, AINS, AIS, AIC, ARM
Education
University of Kansas 2002 — 2005
Bachelor of Science (B.S.), Finance and Business Administration
Uppsala universitet / Uppsala University 2003 — 2003
Johnson County Community College 2000 — 2002
Lockton Companies May 2002 - Present
Aon June 1997 - May 2002
Alexander & Alexander, Inc. November 1996 - June 1997
Sedgwick James of MO, Inc. June 1993 - November 1996
Fireman's Fund Insurance Company November 1986 - June 1993
Skills
Licensed Property &..., Marketing, Risk Management, Insurance, Insurance Brokerage, Commercial Lines...
Education
Jefferson College
Asurion June 2014 - Present
Lockton Companies June 2001 - June 2014
Lockton Companies June 2001 - June 2014
St. Paul Companies October 1993 - December 1999
Skills
Insurance and Risk..., General Insurance, Insurance, Commercial Insurance, Risk Management, Property & Casualty..., Brokers, Management, Underwriting, Liability, Financial Risk
Education
Waseda University 1989 — 1990
Japanese Language and Literature
Hamline University 1986 — 1990
Bachelor of Arts (B.A.), International Business