Lockton Companies, LLC
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. Headquarters: Kansas City, MO CEO: Ron Lockton (Jul 18, 2017–) Number of employees: 7,000 Founder: Jack Lockton Founded: 1966, Kansas City, MO Subsidiaries: Lockton Companies Australia Pty Ltd,
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Lockton Companies, LLC Employees
Employee
Years
Job
Industry
Tate McCoy Tate McCoy's Lockton Companies, LLC Experience June 1996 - Present
Job Executive Vice President, Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC June 1996 - Present
Skills
Construction-Residential..., Strategic Planning, Risk Management, Finance, Leadership, Management, Due Diligence, Investments, Mergers & Acquisitions, Underwriting, New Business Development, Professional Liability, Marketing, Liability, Insurance, Property & Casualty..., Financial Risk, Nonprofits, Employee Benefits, Coaching, Corporate Law, Financial Analysis, Executive Management, Workers Compensation, Commercial Insurance, Brokers, Contract Negotiation, Private Equity, Captives, Casualty, Real Estate, Asset Management, Strategy
Education
The College of Wooster 1989 — 1993
B of A, English
Lockton Companies, LLC June 1996 - Present
Skills
Construction-Residential..., Strategic Planning, Risk Management, Finance, Leadership, Management, Due Diligence, Investments, Mergers & Acquisitions, Underwriting, New Business Development, Professional Liability, Marketing, Liability, Insurance, Property & Casualty..., Financial Risk, Nonprofits, Employee Benefits, Coaching, Corporate Law, Financial Analysis, Executive Management, Workers Compensation, Commercial Insurance, Brokers, Contract Negotiation, Private Equity, Captives, Casualty, Real Estate, Asset Management, Strategy
Education
The College of Wooster 1989 — 1993
B of A, English
Elizabeth Olsson Elizabeth Olsson's Lockton Companies, LLC Experience July 2005 - August 2007
Job Sr. Vice President
Industry Insurance
Experience
Wells Fargo Insurance Services August 2007 - Present
Lockton Companies, LLC July 2005 - August 2007
ABD Insurance and Financial Services 2000 - 2005
Hilb Rogal & Hobbs July 2003 - July 2004
Sedgwick 1992 - 1997
Skills
Underwriting, D&O, Employment Practices..., Professional Liability, Insurance, Liability, Brokers, Property & Casualty..., Commercial Insurance, Commercial Lines, Legal Liability, Leadership, Casualty, Financial Services, Excess
Education
Georgia State University 1989 — 1994
bba
Mercer University 1987 — 1988
Wells Fargo Insurance Services August 2007 - Present
Lockton Companies, LLC July 2005 - August 2007
ABD Insurance and Financial Services 2000 - 2005
Hilb Rogal & Hobbs July 2003 - July 2004
Sedgwick 1992 - 1997
Skills
Underwriting, D&O, Employment Practices..., Professional Liability, Insurance, Liability, Brokers, Property & Casualty..., Commercial Insurance, Commercial Lines, Legal Liability, Leadership, Casualty, Financial Services, Excess
Education
Georgia State University 1989 — 1994
bba
Mercer University 1987 — 1988
Melody Linn, CEBS Melody Linn, CEBS's Lockton Companies, LLC Experience 2010 - 2010
Job Sr. Benefits Consultant Carlson, Experienced health and wellness consultant implementing forwardingthinking programs
Industry Insurance
Experience
Carlson June 2012 - Present
David Martin Agency 2011 - April 2012
Lockton Companies, LLC 2010 - 2010
Hays Companies 2001 - 2010
Marsh & McLennan Companies, Inc. 2000 - 2001
Towers Watson 1997 - 2000
Skills
Private Exchanges, Process Improvement, Healthcare Compliance, Project Management, Wellness Initiatives, Data Analysis, Product Development, Project Implementation, Strategic Planning, Program Management, Vendor Management, Health Insurance, Strategy, Insurance, Benefits Administration, Healthcare, Account Management, Health Care Reform, Underwriting, Management, Analysis, Disability Insurance, Brokers, Life Insurance, Medicare, Global Benefits, Leadership, Employee Benefits, Employee Relations, Analytics, Consulting, Marketing
Education
Drake University
Bachelor of Science, Actuarial Science
University of Arkansas for Medical Sciences
Bachelor of Science, Dental Hygiene
Carlson June 2012 - Present
David Martin Agency 2011 - April 2012
Lockton Companies, LLC 2010 - 2010
Hays Companies 2001 - 2010
Marsh & McLennan Companies, Inc. 2000 - 2001
Towers Watson 1997 - 2000
Skills
Private Exchanges, Process Improvement, Healthcare Compliance, Project Management, Wellness Initiatives, Data Analysis, Product Development, Project Implementation, Strategic Planning, Program Management, Vendor Management, Health Insurance, Strategy, Insurance, Benefits Administration, Healthcare, Account Management, Health Care Reform, Underwriting, Management, Analysis, Disability Insurance, Brokers, Life Insurance, Medicare, Global Benefits, Leadership, Employee Benefits, Employee Relations, Analytics, Consulting, Marketing
Education
Drake University
Bachelor of Science, Actuarial Science
University of Arkansas for Medical Sciences
Bachelor of Science, Dental Hygiene
Allison Kitzerow's Lockton Companies, LLC Experience December 2007 - January 2008
Job Account Executive at Travelers
Industry Insurance
Experience
Travelers November 2012 - Present
Travelers January 2010 - November 2012
Kansas State University Department of Athletics September 2007 - December 2009
PlattForm Advertising June 2009 - August 2009
Lockton Companies, LLC December 2007 - January 2008
Skills
Commercial Insurance, Marketing, Property Damage, Property, Underwriting
Education
Kansas State University 2006 — 2009
Mass communications
Kansas State University, Manhattan 2006 — 2009
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
BVNW
Travelers November 2012 - Present
Travelers January 2010 - November 2012
Kansas State University Department of Athletics September 2007 - December 2009
PlattForm Advertising June 2009 - August 2009
Lockton Companies, LLC December 2007 - January 2008
Skills
Commercial Insurance, Marketing, Property Damage, Property, Underwriting
Education
Kansas State University 2006 — 2009
Mass communications
Kansas State University, Manhattan 2006 — 2009
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
BVNW
Erin Rittmann's Lockton Companies, LLC Experience September 2008 - May 2010
Job Project Manager
Industry Financial Services
Experience
Jack Henry & Associates April 2012 - Present
Mac's Sports Pub August 2010 - April 2012
All State Promotions August 2007 - January 2011
Lockton Companies, LLC September 2008 - May 2010
The Epoch Group LC August 2005 - April 2008
Blue Moose Bar & Grill August 2003 - July 2006
Skills
Insurance, Employee Benefits, Management, Process Improvement, Marketing, Customer Service, Leadership, Program Management, Strategic Planning, Claim, Account Management, Training, Health Insurance, Microsoft Excel, Kanban, Commercial Insurance, Benefits Administration, Microsoft Word, TFS, LeanKit, Agile Project Management, Agile Methodologies, Social Media Marketing, Building Brand Awareness, Team Leadership, Product Demonstration, Event Management, Event Planning, Social Media
Education
University of Kansas 2004 — 2005
General Studies
Shawnee Mission North HS 2000 — 2004
Jack Henry & Associates April 2012 - Present
Mac's Sports Pub August 2010 - April 2012
All State Promotions August 2007 - January 2011
Lockton Companies, LLC September 2008 - May 2010
The Epoch Group LC August 2005 - April 2008
Blue Moose Bar & Grill August 2003 - July 2006
Skills
Insurance, Employee Benefits, Management, Process Improvement, Marketing, Customer Service, Leadership, Program Management, Strategic Planning, Claim, Account Management, Training, Health Insurance, Microsoft Excel, Kanban, Commercial Insurance, Benefits Administration, Microsoft Word, TFS, LeanKit, Agile Project Management, Agile Methodologies, Social Media Marketing, Building Brand Awareness, Team Leadership, Product Demonstration, Event Management, Event Planning, Social Media
Education
University of Kansas 2004 — 2005
General Studies
Shawnee Mission North HS 2000 — 2004
Patricia Decker Patricia Decker's Lockton Companies, LLC Experience January 2008 - August 2010
Job STAR DRYWALL
Industry Construction
Experience
Star Drywall April 2015 - Present
Sampler Stores, Inc. dba Kansas Sampler March 2014 - April 2015
GE Transportation July 2013 - January 2014
Stoltz Management June 2012 - May 2013
GE Energy November 2010 - December 2011
Lockton Companies, LLC January 2008 - August 2010
Bernstein-Rein dba Beauty Brands April 2000 - January 2008
Multi Service, Inc January 1997 - April 2000
Skills
Account Reconciliation, Accounts Receivable, General Ledger, Financial Statements, Invoicing, Accounts Payable, Accounting, Auditing, Bank Reconciliation, Billing Systems, Budgets, Expenses, Finance, Fixed Assets, Freight Payment, Journal Entries, MRI, PeopleSoft, Property Accounting, QuickBooks, Yardi Voyager, Accruals, Microsoft Excel, Internal Audit, Microsoft Office
Education
Park University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.916
Park University 2003 — 2011
Bachelor of Science, Accounting and Business/Management
Longview Community College 1996 — 1999
Associate of Arts Degree, General Studies
Star Drywall April 2015 - Present
Sampler Stores, Inc. dba Kansas Sampler March 2014 - April 2015
GE Transportation July 2013 - January 2014
Stoltz Management June 2012 - May 2013
GE Energy November 2010 - December 2011
Lockton Companies, LLC January 2008 - August 2010
Bernstein-Rein dba Beauty Brands April 2000 - January 2008
Multi Service, Inc January 1997 - April 2000
Skills
Account Reconciliation, Accounts Receivable, General Ledger, Financial Statements, Invoicing, Accounts Payable, Accounting, Auditing, Bank Reconciliation, Billing Systems, Budgets, Expenses, Finance, Fixed Assets, Freight Payment, Journal Entries, MRI, PeopleSoft, Property Accounting, QuickBooks, Yardi Voyager, Accruals, Microsoft Excel, Internal Audit, Microsoft Office
Education
Park University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.916
Park University 2003 — 2011
Bachelor of Science, Accounting and Business/Management
Longview Community College 1996 — 1999
Associate of Arts Degree, General Studies
Casey Williamson's Lockton Companies, LLC Experience June 2006 - March 2014
Job AVP, Treasury Manager at Lockton Companies
Industry Accounting
Experience
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 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
Jason DiLorenzo's Lockton Companies, LLC Experience March 2004 - May 2009
Job Founder & Executive Director at Doctors Without Quarters, LLC
Industry Financial Services
Experience
Doctors Without Quarters, LLC February 2015 - Present
GL Advisor January 2010 - February 2015
Lockton Companies, LLC March 2004 - May 2009
Street School Artist Collective (SSAC) 2001 - 2009
Willis Group May 2002 - March 2004
Morgan Stanley August 2000 - May 2002
Skills
Finance, Insurance, Business Development, Sales, New Business Development, Management, Loans, Strategy, Employee Benefits, Start-ups, Customer Service, Financial Advisory, Leadership, Training, Retirement Planning, Consulting, Marketing, Investments, Microsoft Excel, Social Media
Education
Stetson University
BBA, Finance
Doctors Without Quarters, LLC February 2015 - Present
GL Advisor January 2010 - February 2015
Lockton Companies, LLC March 2004 - May 2009
Street School Artist Collective (SSAC) 2001 - 2009
Willis Group May 2002 - March 2004
Morgan Stanley August 2000 - May 2002
Skills
Finance, Insurance, Business Development, Sales, New Business Development, Management, Loans, Strategy, Employee Benefits, Start-ups, Customer Service, Financial Advisory, Leadership, Training, Retirement Planning, Consulting, Marketing, Investments, Microsoft Excel, Social Media
Education
Stetson University
BBA, Finance
Kristen Rock Kristen Rock's Lockton Companies, LLC Experience June 2011 - August 2011
Job Sales Events Management at Cerner Corporation
Industry Marketing and Advertising
Experience
Cerner Corporation July 2012 - Present
RepNation's ReadyU Program August 2011 - May 2012
Lockton Companies, LLC June 2011 - August 2011
Skills
Customer Service, Marketing, Microsoft Office, Social Media, Finance, Leadership, Management, Microsoft Excel, PowerPoint
Education
Kansas State University 2009 — 2012
Studying Business, Marketing, International Business, Spanish
University of Wisconsin-Madison 2008 — 2009
Business-Marketing
Cerner Corporation July 2012 - Present
RepNation's ReadyU Program August 2011 - May 2012
Lockton Companies, LLC June 2011 - August 2011
Skills
Customer Service, Marketing, Microsoft Office, Social Media, Finance, Leadership, Management, Microsoft Excel, PowerPoint
Education
Kansas State University 2009 — 2012
Studying Business, Marketing, International Business, Spanish
University of Wisconsin-Madison 2008 — 2009
Business-Marketing
Shannon Lindgren Shannon Lindgren's Lockton Companies, LLC Experience August 2008 - August 2010
Job Government & Foundation Giving Officer at Museum of Science and Industry, Chicago
Industry Museums and Institutions
Experience
Museum of Science and Industry, Chicago October 2013 - Present
Adler Planetarium August 2012 - October 2013
Adler Planetarium December 2011 - August 2012
Contemporary Art Society April 2011 - August 2011
Sarah Thornton, Author December 2010 - January 2011
Paradise Row October 2010 - November 2010
Lockton Companies, LLC August 2008 - August 2010
Phoenix Gallery September 2007 - July 2009
Kemper Museum of Contemporary Art May 2007 - July 2007
Nelson-Atkins Museum of Art December 2006 - January 2007
Skills
Fundraising, Museums, Event Planning, Editing, Grant Writing, Research, Marketing, Art, Newsletters, Customer Service, Art History, Budgets, Social Media, Management, Non-profits, Event Management, Program Management, Grants, Social Networking, PowerPoint, Prospect Research, Press Releases, Nonprofits
Education
Sotheby's Institute of Art 2010 — 2011
Master of Arts (MA), Art Business
The University of Kansas 2004 — 2008
Bachelor of Arts, Art History
DePaul University
Certificate in Grant Writing
The University of Georgia
Study Abroad Student, Art History
Museum of Science and Industry, Chicago October 2013 - Present
Adler Planetarium August 2012 - October 2013
Adler Planetarium December 2011 - August 2012
Contemporary Art Society April 2011 - August 2011
Sarah Thornton, Author December 2010 - January 2011
Paradise Row October 2010 - November 2010
Lockton Companies, LLC August 2008 - August 2010
Phoenix Gallery September 2007 - July 2009
Kemper Museum of Contemporary Art May 2007 - July 2007
Nelson-Atkins Museum of Art December 2006 - January 2007
Skills
Fundraising, Museums, Event Planning, Editing, Grant Writing, Research, Marketing, Art, Newsletters, Customer Service, Art History, Budgets, Social Media, Management, Non-profits, Event Management, Program Management, Grants, Social Networking, PowerPoint, Prospect Research, Press Releases, Nonprofits
Education
Sotheby's Institute of Art 2010 — 2011
Master of Arts (MA), Art Business
The University of Kansas 2004 — 2008
Bachelor of Arts, Art History
DePaul University
Certificate in Grant Writing
The University of Georgia
Study Abroad Student, Art History
Raymond Mateo Raymond Mateo's Lockton Companies, LLC Experience January 2006 - November 2014
Job Strategic Consultant Covenant Risk Transfer Group, Inc.
Industry Insurance
Experience
Covenant Risk Transfer Group November 2014 - Present
Lockton Companies, LLC January 2006 - November 2014
Mercer 2003 - 2006
Aon Consulting 1996 - 2003
Phoenix Home Life 1993 - 1996
The Hartford 1991 - 1993
Aetna 1988 - 1991
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Underwriting, Brokers, Leadership, Workers Compensation, Strategic Planning, Disability Insurance, Management, Strategy, Property & Casualty..., Life Insurance, Claim, Commercial Insurance, Health Savings Accounts, Performance Management, Term Life Insurance, Mergers & Acquisitions, Reinsurance, Deferred Compensation, 401k, Professional Liability, Captives, COBRA, Risk Financing, Liability, Health Care Reform, Human Resources, Legal Liability, ERISA, Risk Management, Employee Engagement, D&O, Managed Care, Casualty, General Insurance, Analysis, Financial Risk, Process Improvement, Account Management, Team Building, Training, Consulting, Sales, Customer Service, Healthcare
Education
University of Connecticut 1991 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Andrews University
Business Administration and Management, General
Covenant Risk Transfer Group November 2014 - Present
Lockton Companies, LLC January 2006 - November 2014
Mercer 2003 - 2006
Aon Consulting 1996 - 2003
Phoenix Home Life 1993 - 1996
The Hartford 1991 - 1993
Aetna 1988 - 1991
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Underwriting, Brokers, Leadership, Workers Compensation, Strategic Planning, Disability Insurance, Management, Strategy, Property & Casualty..., Life Insurance, Claim, Commercial Insurance, Health Savings Accounts, Performance Management, Term Life Insurance, Mergers & Acquisitions, Reinsurance, Deferred Compensation, 401k, Professional Liability, Captives, COBRA, Risk Financing, Liability, Health Care Reform, Human Resources, Legal Liability, ERISA, Risk Management, Employee Engagement, D&O, Managed Care, Casualty, General Insurance, Analysis, Financial Risk, Process Improvement, Account Management, Team Building, Training, Consulting, Sales, Customer Service, Healthcare
Education
University of Connecticut 1991 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Andrews University
Business Administration and Management, General
Carrie (Abram) Flaspohler Carrie (Abram) Flaspohler's Lockton Companies, LLC Experience December 2008 - April 2010
Job Talent Acquisition Manager at Slalom Consulting
Industry Staffing and Recruiting
Experience
Slalom Consulting January 2015 - Present
Slalom Consulting January 2014 - Present
Tech USA November 2010 - December 2013
Phase 3 Media May 2010 - November 2010
Lockton Companies, LLC December 2008 - April 2010
Skills
Sourcing, Account Management, Technical Recruiting, New Business Development, Talent Acquisition, Customer Relations, IT Recruiting, Engineering Recruiting, Recruiting, Engineering, Business Development, Customer Service, Vendor Management, Staffing Services, Cold Calling, Training, Sales, Management, Temporary Placement, Interviews, Networking, Sales Operations, Salesforce.com, Leadership, Permanent Placement, Contract Negotiation, Sales Management, CRM, Temporary Staffing, Internet Recruiting, Contract Recruitment, Human Resources, Team Building, Applicant Tracking..., Project Management, Consulting, Time Management, Direct Sales, Executive Search, Sales Process, Building Relationships, College Recruiting, Benefits Negotiation, Staff Augmentation
Education
Truman State University 2004 — 2008
Bachelors of Arts, Business Administration and Marketing (major), French (minor)
IFALPES 2006 — 2006
French Language and Culture
Slalom Consulting January 2015 - Present
Slalom Consulting January 2014 - Present
Tech USA November 2010 - December 2013
Phase 3 Media May 2010 - November 2010
Lockton Companies, LLC December 2008 - April 2010
Skills
Sourcing, Account Management, Technical Recruiting, New Business Development, Talent Acquisition, Customer Relations, IT Recruiting, Engineering Recruiting, Recruiting, Engineering, Business Development, Customer Service, Vendor Management, Staffing Services, Cold Calling, Training, Sales, Management, Temporary Placement, Interviews, Networking, Sales Operations, Salesforce.com, Leadership, Permanent Placement, Contract Negotiation, Sales Management, CRM, Temporary Staffing, Internet Recruiting, Contract Recruitment, Human Resources, Team Building, Applicant Tracking..., Project Management, Consulting, Time Management, Direct Sales, Executive Search, Sales Process, Building Relationships, College Recruiting, Benefits Negotiation, Staff Augmentation
Education
Truman State University 2004 — 2008
Bachelors of Arts, Business Administration and Marketing (major), French (minor)
IFALPES 2006 — 2006
French Language and Culture
Paula Miller Paula Miller's Lockton Companies, LLC Experience March 2006 - 2012
Job Senior Vice President at Beecher Carlson
Industry Insurance
Experience
Beecher Carlson July 2014 - Present
Krauter & Company 2012 - July 2014
Lockton Companies, LLC March 2006 - 2012
Woodruff-Sawyer & Co. June 2000 - February 2006
Philadelphia Insurance Companies 1997 - 2000
Johnson & Higgins of California 1996 - 1998
Roanoke Trade Services 1994 - 1996
Skills
Directors & Officers..., P2P Lending Liability..., Cyber liability..., cyber liability broker, Merger & Acquisition..., Professional Liability, Technology Errors &..., Representations and..., FinTech Insurance, Insurance contract..., Employment Practices...
Education
California State University-Sacramento 1989 — 1993
BA, Speech and Rhetoric
Beecher Carlson July 2014 - Present
Krauter & Company 2012 - July 2014
Lockton Companies, LLC March 2006 - 2012
Woodruff-Sawyer & Co. June 2000 - February 2006
Philadelphia Insurance Companies 1997 - 2000
Johnson & Higgins of California 1996 - 1998
Roanoke Trade Services 1994 - 1996
Skills
Directors & Officers..., P2P Lending Liability..., Cyber liability..., cyber liability broker, Merger & Acquisition..., Professional Liability, Technology Errors &..., Representations and..., FinTech Insurance, Insurance contract..., Employment Practices...
Education
California State University-Sacramento 1989 — 1993
BA, Speech and Rhetoric
Jenny L. Housley, CEBS's Lockton Companies, LLC Experience January 2012 - Present
Job Marketplace Executive | Client Advocate | Relationship Manager | New Business Developer
Industry Insurance
Experience
Lockton Marketplace January 2015 - Present
Lockton Companies, LLC January 2012 - Present
Lockton Benefit Company January 2004 - January 2012
Lockton Benefit Company June 2000 - January 2004
Lockton Benefit Company May 1996 - June 2000
Lockton Benefit Company May 1995 - May 1996
Database Management Technology, Inc. May 1993 - May 1995
Skills
Insurance, Employee Benefits, Risk Management, Strategic Planning, Benefits Design, Health Risk Management, Employee Wellness, Health Care Reform, Pharmacy Benefit..., Human Resources, Property & Casualty..., Leadership, Networking, Professional Mentoring
Education
University of Kansas 1989 — 1993
Bachelor of Arts, Communication Studies
Lockton Marketplace January 2015 - Present
Lockton Companies, LLC January 2012 - Present
Lockton Benefit Company January 2004 - January 2012
Lockton Benefit Company June 2000 - January 2004
Lockton Benefit Company May 1996 - June 2000
Lockton Benefit Company May 1995 - May 1996
Database Management Technology, Inc. May 1993 - May 1995
Skills
Insurance, Employee Benefits, Risk Management, Strategic Planning, Benefits Design, Health Risk Management, Employee Wellness, Health Care Reform, Pharmacy Benefit..., Human Resources, Property & Casualty..., Leadership, Networking, Professional Mentoring
Education
University of Kansas 1989 — 1993
Bachelor of Arts, Communication Studies
Theresa Kemp Theresa Kemp's Lockton Companies, LLC Experience 2005 - Present
Job VP Property Practice Leader SE Series at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC 2005 - Present
Marsh 2002 - 2005
Employers Reinsurance Corporation 1993 - 2001
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Brokers, Reinsurance, General Insurance, Insurance, Property Broker, Heavy Nat CAT Exposure, Terrorism, Large Complex Property
Education
Rockhurst University
Master of Business Administration (M.B.A.)
Kansas State University
Lockton Companies, LLC 2005 - Present
Marsh 2002 - 2005
Employers Reinsurance Corporation 1993 - 2001
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Brokers, Reinsurance, General Insurance, Insurance, Property Broker, Heavy Nat CAT Exposure, Terrorism, Large Complex Property
Education
Rockhurst University
Master of Business Administration (M.B.A.)
Kansas State University
Todd Goodall Todd Goodall's Lockton Companies, LLC Experience July 2007 - Present
Job AVP at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC July 2007 - Present
UnitedHealth Group 2005 - June 2007
Skills
Health Insurance, Insurance, Brokers, Underwriting, Sales, Disability Insurance, Employee Benefits, Strategic Planning, Account Management
Education
University of Hartford 1982 — 1987
Bachelors, Finance / Insurance
Plainville High School 1978 — 1982
college prep
Lockton Companies, LLC July 2007 - Present
UnitedHealth Group 2005 - June 2007
Skills
Health Insurance, Insurance, Brokers, Underwriting, Sales, Disability Insurance, Employee Benefits, Strategic Planning, Account Management
Education
University of Hartford 1982 — 1987
Bachelors, Finance / Insurance
Plainville High School 1978 — 1982
college prep
Bryan Fowler Bryan Fowler's Lockton Companies, LLC Experience November 2007 - Present
Job Assistant Vice President, Account Executive at Lockton Companies LLC
Industry Insurance
Experience
Lockton Companies LLC November 2007 - Present
Aon Risk Services May 2002 - November 2007
Education
The University of Georgia 1999 — 2003
BBA, Risk Management
Lockton Companies LLC November 2007 - Present
Aon Risk Services May 2002 - November 2007
Education
The University of Georgia 1999 — 2003
BBA, Risk Management
Lindsay Dress AIS, AU Lindsay Dress AIS, AU's Lockton Companies, LLC Experience May 2008 - December 2009
Job Associate Property Broker at RT Specialty
Industry Insurance
Experience
RT Specialty March 2015 - Present
RT Specialty February 2013 - Present
Sadie + Stella Design October 2010 - Present
Scott Insurance May 2012 - February 2013
Cameron Insurance Services, LLC April 2011 - May 2012
S&H Solutions October 2010 - 2011
L.S. Power January 2010 - August 2010
Lockton Companies, LLC May 2008 - December 2009
Perceptive Software January 2007 - May 2008
Skills
Insurance, New Business Development, Marketing, Leadership, Sales, Marketing Strategy, Customer Service, Management, Strategic Planning, Microsoft Excel, Microsoft Office, Budgets, Contract Negotiation, Negotiation, PowerPoint, Interior Design, Architectural Design, Social Media, Lead Generation, Forecasting, Time Management, Direct Marketing, Account Management, Program Management, Software Documentation, Cold Calling
Education
University of Missouri-Columbia 2003 — 2006
Bachelor of Science, Psychology and Business
Southern Methodist University 2002 — 2003
RT Specialty March 2015 - Present
RT Specialty February 2013 - Present
Sadie + Stella Design October 2010 - Present
Scott Insurance May 2012 - February 2013
Cameron Insurance Services, LLC April 2011 - May 2012
S&H Solutions October 2010 - 2011
L.S. Power January 2010 - August 2010
Lockton Companies, LLC May 2008 - December 2009
Perceptive Software January 2007 - May 2008
Skills
Insurance, New Business Development, Marketing, Leadership, Sales, Marketing Strategy, Customer Service, Management, Strategic Planning, Microsoft Excel, Microsoft Office, Budgets, Contract Negotiation, Negotiation, PowerPoint, Interior Design, Architectural Design, Social Media, Lead Generation, Forecasting, Time Management, Direct Marketing, Account Management, Program Management, Software Documentation, Cold Calling
Education
University of Missouri-Columbia 2003 — 2006
Bachelor of Science, Psychology and Business
Southern Methodist University 2002 — 2003
Drew Burns Drew Burns's Lockton Companies, LLC Experience January 2009 - October 2011
Job Account Executive at Liazon
Industry Insurance
Experience
Liazon October 2014 - Present
Sun Life Financial October 2011 - 2014
Lockton Companies, LLC January 2009 - October 2011
Employee Benefit Design October 2004 - January 2009
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, B2B, Life Insurance, Negotiation, Sales, Group Insurance, Customer Service, Brokers, Dentistry, Health Savings Accounts, Account Management
Education
Missouri State University 2005 — 2007
MBA
University of Missouri-Columbia, College of Business 2000 — 2004
BS
Liazon October 2014 - Present
Sun Life Financial October 2011 - 2014
Lockton Companies, LLC January 2009 - October 2011
Employee Benefit Design October 2004 - January 2009
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, B2B, Life Insurance, Negotiation, Sales, Group Insurance, Customer Service, Brokers, Dentistry, Health Savings Accounts, Account Management
Education
Missouri State University 2005 — 2007
MBA
University of Missouri-Columbia, College of Business 2000 — 2004
BS
Bianca Medici Martinez's Lockton Companies, LLC Experience May 2011 - July 2015
Job Account Manager at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC May 2011 - July 2015
Ben Spurgin Insurance Agency February 2011 - May 2011
Southern Methodist University August 2010 - December 2010
Dean Foods June 2010 - August 2010
Lincoln Financial Advisors September 2009 - March 2010
Skills
Insurance, Risk Management, General Insurance
Education
Southern Methodist University 2007 — 2011
BBA, Risk Management & Insurance
Lockton Companies, LLC May 2011 - July 2015
Ben Spurgin Insurance Agency February 2011 - May 2011
Southern Methodist University August 2010 - December 2010
Dean Foods June 2010 - August 2010
Lincoln Financial Advisors September 2009 - March 2010
Skills
Insurance, Risk Management, General Insurance
Education
Southern Methodist University 2007 — 2011
BBA, Risk Management & Insurance
Cory Minshall Cory Minshall's Lockton Companies, LLC Experience Health SpecialistState Farm Insurance AgencyJanuary 2002 - March 2003
Job Account Manager at Lockton Companies | ARM | AINS | CRIS
Industry Insurance
Experience
Lockton Companies, LLC Health SpecialistState Farm Insurance AgencyJanuary 2002 - March 2003
Skills
Insurance, Commercial Insurance, Brokers, Account Management, Excel, Legal Liability, Underwriting, Microsoft Excel, Property & Casualty..., Professional Liability, Casualty, Liability, Workers Compensation, Risk Management, Financial Risk, Commercial Lines, General Insurance, D&O, Claims Management, Reinsurance, Umbrella Insurance, Excess, Claim, Inland Marine
Education
Missouri State University 1994 — 1999
BS, Communications Management
Lockton Companies, LLC Health SpecialistState Farm Insurance AgencyJanuary 2002 - March 2003
Skills
Insurance, Commercial Insurance, Brokers, Account Management, Excel, Legal Liability, Underwriting, Microsoft Excel, Property & Casualty..., Professional Liability, Casualty, Liability, Workers Compensation, Risk Management, Financial Risk, Commercial Lines, General Insurance, D&O, Claims Management, Reinsurance, Umbrella Insurance, Excess, Claim, Inland Marine
Education
Missouri State University 1994 — 1999
BS, Communications Management
Stacy A. Seaberg, CRM Stacy A. Seaberg, CRM's Lockton Companies, LLC Experience March 2004 - August 2012
Job Executive Vice President
Industry Insurance
Experience
Lockton Companies August 2012 - Present
Lockton Companies, LLC (Houston, TX) April 2011 - August 2012
Lockton Companies, LLC March 2004 - August 2012
Lockton Companies, LLC August 2001 - March 2004
Lockton Companies, LLC March 2001 - August 2001
Skills
Property & Casualty..., Commercial Insurance, Insurance, Liability, Casualty, Umbrella Insurance, Excess, Risk Management, Project Management, Operations Management, Transportation, Professional Liability, Health Insurance, Brokers, Financial Risk, Leadership, General Insurance, Workers Compensation, Legal Liability, Risk Assessment, Claim, Commercial Lines, Reinsurance, Underwriting, Casualty Insurance
Education
Southern Methodist University 1988 — 1992
Bachelor of Arts, Advertising
Lockton Companies August 2012 - Present
Lockton Companies, LLC (Houston, TX) April 2011 - August 2012
Lockton Companies, LLC March 2004 - August 2012
Lockton Companies, LLC August 2001 - March 2004
Lockton Companies, LLC March 2001 - August 2001
Skills
Property & Casualty..., Commercial Insurance, Insurance, Liability, Casualty, Umbrella Insurance, Excess, Risk Management, Project Management, Operations Management, Transportation, Professional Liability, Health Insurance, Brokers, Financial Risk, Leadership, General Insurance, Workers Compensation, Legal Liability, Risk Assessment, Claim, Commercial Lines, Reinsurance, Underwriting, Casualty Insurance
Education
Southern Methodist University 1988 — 1992
Bachelor of Arts, Advertising
Brandy-Brooke Egan Brandy-Brooke Egan's Lockton Companies, LLC Experience April 2007 - July 2008
Job Executive / Personal Assistant
Industry Publishing
Experience
Independent Freelancer July 2008 - Present
Lockton Companies, LLC April 2007 - July 2008
Sky Climber, LLC July 2006 - April 2007
Weekes & Candler, LLP August 2005 - March 2006
NASA Institute for Advanced Concepts June 1998 - January 2004
Northern Telecom 1986 - 1993
Northern Telecom 1986 - 1993
Education
Georgia Perimeter College 2003 — 2003
Computers/IT
The Showcase School of Photography 2002 — 2002
Photographic Arts / Computer Graphics
Georgia Police Academy 1974 — 1974
Certified Fingerprint Classification Technician
DeKalb Technical College 1972 — 1974
Business Administration
Massey Business College 1969 — 1970
Certified Professional Secretary, Secretarial Science
Avondale High School 1965 — 1969
Liberal Arts
Independent Freelancer July 2008 - Present
Lockton Companies, LLC April 2007 - July 2008
Sky Climber, LLC July 2006 - April 2007
Weekes & Candler, LLP August 2005 - March 2006
NASA Institute for Advanced Concepts June 1998 - January 2004
Northern Telecom 1986 - 1993
Northern Telecom 1986 - 1993
Education
Georgia Perimeter College 2003 — 2003
Computers/IT
The Showcase School of Photography 2002 — 2002
Photographic Arts / Computer Graphics
Georgia Police Academy 1974 — 1974
Certified Fingerprint Classification Technician
DeKalb Technical College 1972 — 1974
Business Administration
Massey Business College 1969 — 1970
Certified Professional Secretary, Secretarial Science
Avondale High School 1965 — 1969
Liberal Arts
Nick White, MBA's Lockton Companies, LLC Experience September 2003 - January 2009
Job Diversified Division Leader
Industry Insurance
Experience
IMA Financial Group, Inc. August 2014 - Present
IMA Financial Group, Inc. January 2009 - Present
IMA, Inc. January 2009 - August 2014
Lockton Companies LLC September 2003 - January 2009
Skills
Commercial Insurance, Insurance, Property & Casualty..., Legal Liability, Professional Liability, Workers Compensation, Construction Insurance, Casualty, Liability, Commercial Lines, Underwriting, Insurance Negotiations, property, Umbrella Insurance, Brokers, Inland Marine, Licensed Property, General Insurance, Property, Casualty Insurance
Education
Emporia State University
BS, MBA, Finance
IMA Financial Group, Inc. August 2014 - Present
IMA Financial Group, Inc. January 2009 - Present
IMA, Inc. January 2009 - August 2014
Lockton Companies LLC September 2003 - January 2009
Skills
Commercial Insurance, Insurance, Property & Casualty..., Legal Liability, Professional Liability, Workers Compensation, Construction Insurance, Casualty, Liability, Commercial Lines, Underwriting, Insurance Negotiations, property, Umbrella Insurance, Brokers, Inland Marine, Licensed Property, General Insurance, Property, Casualty Insurance
Education
Emporia State University
BS, MBA, Finance
Ron Lottridge, CFP(R) Ron Lottridge, CFP(R)'s Lockton Companies, LLC Experience June 2009 - October 2012
Job Founding Principal at Catalyst Retirement Advisors
Industry Financial Services
Experience
Catalyst Retirement Advisors October 2012 - Present
Lockton Companies, LLC June 2009 - October 2012
Strategic Financial Partners May 2004 - May 2009
New England Financial January 2002 - May 2004
McClain Finlon Advertising May 2000 - November 2001
Skills
Life Insurance, Disability Insurance, Insurance, Investments, Retirement Planning, Long-term Care, Investment Management, 401k, Retirement, Securities, Small Business, Employee Benefits, Risk Management, Series 7, Deferred Compensation, Investment Advisory, Qualified Retirement..., Financial Goals, Key Person Protection
Education
Simpson College 1995 — 1998
Bachelor of Arts
University of Iowa 1994 — 1995
Shenandoah
Catalyst Retirement Advisors October 2012 - Present
Lockton Companies, LLC June 2009 - October 2012
Strategic Financial Partners May 2004 - May 2009
New England Financial January 2002 - May 2004
McClain Finlon Advertising May 2000 - November 2001
Skills
Life Insurance, Disability Insurance, Insurance, Investments, Retirement Planning, Long-term Care, Investment Management, 401k, Retirement, Securities, Small Business, Employee Benefits, Risk Management, Series 7, Deferred Compensation, Investment Advisory, Qualified Retirement..., Financial Goals, Key Person Protection
Education
Simpson College 1995 — 1998
Bachelor of Arts
University of Iowa 1994 — 1995
Shenandoah
Maynard Murray IV Maynard Murray IV's Lockton Companies, LLC Experience 2005 - Present
Job Senior Vice President at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC 2005 - Present
Willis 2000 - 2005
AtlantiCare (MGU) 1996 - 2000
Ullico 1991 - 1996
Prudential 1988 - 1991
Skills
Brokers, Underwriting, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Risk Management, Health Care Reform, Health Savings Accounts, Benefits Administration, Long-term Care, Claim, Managed Care, Life Insurance, COBRA, General Insurance, Reinsurance, Medicare, Financial Risk, Term Life Insurance
Education
Hampton University 1984 — 1988
B.S., Business Management
Lockton Companies, LLC 2005 - Present
Willis 2000 - 2005
AtlantiCare (MGU) 1996 - 2000
Ullico 1991 - 1996
Prudential 1988 - 1991
Skills
Brokers, Underwriting, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Risk Management, Health Care Reform, Health Savings Accounts, Benefits Administration, Long-term Care, Claim, Managed Care, Life Insurance, COBRA, General Insurance, Reinsurance, Medicare, Financial Risk, Term Life Insurance
Education
Hampton University 1984 — 1988
B.S., Business Management
Nancy Weisz Nancy Weisz's Lockton Companies, LLC Experience June 2002 - April 2009
Job Director, Due Diligence, Employee Benefits at Hauser M&A Transaction Services
Industry Insurance
Experience
Hauser M&A Transaction Services January 2013 - Present
The Plexus Groupe February 2011 - October 2012
Lockton Companies, LLC June 2002 - April 2009
Self - Employed (Special Projects) February 2001 - June 2002
CNA Unisource June 2000 - February 2001
Payless Cashways July 1993 - December 1999
Menorah Medical Center July 1991 - June 1993
Mercer August 1985 - June 1991
Hewitt Associates January 1977 - January 1981
Skills
Employee Benefits, Benefits, Benefits Administration, Vendor Relations, Negotiation, Health Insurance, 401k, Problem Solving, Mergers & Acquisitions, Due Diligence, Defined Benefit, Department Building, Private Equity, Disability Insurance, Mergers, Large Projects, Analysis, Highly detail oriented, Life Insurance, Retirement, Voluntary Employee..., M&A Due Diligence, Human Resources, Insurance, Management, Health Savings Accounts, Process Improvement, Program Management, Deferred Compensation, Budgets, Underwriting, Pensions, Brokers, Health Care Reform, Executive Management, FMLA, ERISA, New Hire Orientations, Succession Planning, Executive Pay, Employee Relations, HRIS, Benefits Design, Onboarding, Talent Management, Employee Wellness, CRM, HR Consulting, Performance Management, Consulting
Education
The Hartford Insurance School 2012 — 2012
Group Benefits Disability Specialist
Certificate in Global Benefits Management 2006 — 2006
Certificate in Global Benefits
Certified Benefits Professional 2005 — 2005
CBP - Certified Bemefits Professional
Life and Health Insurance License 2002 — 2002
Certificate in Employee Benefits Law 1998 — 1998
Certificate in Employee Relations Law 1998 — 1998
The University of Montana 1974 — 1976
Niles West High School 1969 — 1973
Fairview South 1960 — 1969
Ottawa University
Bachelor of Arts (B.A.), Human Resources
Hauser M&A Transaction Services January 2013 - Present
The Plexus Groupe February 2011 - October 2012
Lockton Companies, LLC June 2002 - April 2009
Self - Employed (Special Projects) February 2001 - June 2002
CNA Unisource June 2000 - February 2001
Payless Cashways July 1993 - December 1999
Menorah Medical Center July 1991 - June 1993
Mercer August 1985 - June 1991
Hewitt Associates January 1977 - January 1981
Skills
Employee Benefits, Benefits, Benefits Administration, Vendor Relations, Negotiation, Health Insurance, 401k, Problem Solving, Mergers & Acquisitions, Due Diligence, Defined Benefit, Department Building, Private Equity, Disability Insurance, Mergers, Large Projects, Analysis, Highly detail oriented, Life Insurance, Retirement, Voluntary Employee..., M&A Due Diligence, Human Resources, Insurance, Management, Health Savings Accounts, Process Improvement, Program Management, Deferred Compensation, Budgets, Underwriting, Pensions, Brokers, Health Care Reform, Executive Management, FMLA, ERISA, New Hire Orientations, Succession Planning, Executive Pay, Employee Relations, HRIS, Benefits Design, Onboarding, Talent Management, Employee Wellness, CRM, HR Consulting, Performance Management, Consulting
Education
The Hartford Insurance School 2012 — 2012
Group Benefits Disability Specialist
Certificate in Global Benefits Management 2006 — 2006
Certificate in Global Benefits
Certified Benefits Professional 2005 — 2005
CBP - Certified Bemefits Professional
Life and Health Insurance License 2002 — 2002
Certificate in Employee Benefits Law 1998 — 1998
Certificate in Employee Relations Law 1998 — 1998
The University of Montana 1974 — 1976
Niles West High School 1969 — 1973
Fairview South 1960 — 1969
Ottawa University
Bachelor of Arts (B.A.), Human Resources
Susan Garvey Susan Garvey's Lockton Companies, LLC Experience June 2011 - November 2013
Job Sr. Administrative Assistant at BMO Capital Markets
Industry Insurance
Experience
BMO Capital Markets January 2014 - Present
Lockton Companies, LLC June 2011 - November 2013
HedgeFundNetworking.com October 2009 - March 2011
Woodfield Fund Administration, LLC February 2009 - March 2011
Skills
Event Planning, Event Management, Office Management, Administrative Support, Travel Management, Schedule Management, Word, Expense Reports, PeopleSoft, Project Coordination, Excel, Constant Contact, PowerPoint, Networking Events, Legal Support, Online Research, Salesforce Administrator, Outlook, Microsoft Excel, Microsoft Word, Oracle Reports, Calendaring, Business Networking, Administrative..., Customer Service
Education
Northeastern Illinois University 1984 — 1986
DePaul University 1982 — 1984
BMO Capital Markets January 2014 - Present
Lockton Companies, LLC June 2011 - November 2013
HedgeFundNetworking.com October 2009 - March 2011
Woodfield Fund Administration, LLC February 2009 - March 2011
Skills
Event Planning, Event Management, Office Management, Administrative Support, Travel Management, Schedule Management, Word, Expense Reports, PeopleSoft, Project Coordination, Excel, Constant Contact, PowerPoint, Networking Events, Legal Support, Online Research, Salesforce Administrator, Outlook, Microsoft Excel, Microsoft Word, Oracle Reports, Calendaring, Business Networking, Administrative..., Customer Service
Education
Northeastern Illinois University 1984 — 1986
DePaul University 1982 — 1984
Charlie Schaper Charlie Schaper's Lockton Companies, LLC Experience May 2007 - June 2012
Job Executive Vice President at Hays Companies
Industry Financial Services
Experience
Hays Companies June 2012 - Present
Lockton Companies LLC May 2007 - June 2012
Arthur J Gallagher 1994 - 2007
Ohio Casualty Group 1991 - 1994
Skills
Mergers, Private Equity, Risk Management, Entrepreneurship, Enterprise Risk..., Investments, Insurance, Property & Casualty..., Underwriting, Professional Liability, Commercial Insurance, Workers Compensation, Liability, Captives, D&O, Casualty, Legal Liability, Reinsurance, Brokers, Employee Benefits, Claim, Mergers & Acquisitions, Employment Practices..., Commercial Lines, Claims Management, Excess, Financial Risk, General Insurance, Inland Marine, Umbrella Insurance
Education
Denison University 1987 — 1991
Bachelors, Economics
John Burroughs School 1981 — 1988
Hays Companies June 2012 - Present
Lockton Companies LLC May 2007 - June 2012
Arthur J Gallagher 1994 - 2007
Ohio Casualty Group 1991 - 1994
Skills
Mergers, Private Equity, Risk Management, Entrepreneurship, Enterprise Risk..., Investments, Insurance, Property & Casualty..., Underwriting, Professional Liability, Commercial Insurance, Workers Compensation, Liability, Captives, D&O, Casualty, Legal Liability, Reinsurance, Brokers, Employee Benefits, Claim, Mergers & Acquisitions, Employment Practices..., Commercial Lines, Claims Management, Excess, Financial Risk, General Insurance, Inland Marine, Umbrella Insurance
Education
Denison University 1987 — 1991
Bachelors, Economics
John Burroughs School 1981 — 1988
Rick Kahle Rick Kahle's Lockton Companies, LLC Experience December 2005 - Present
Job Executive Vice President, Producer | Lockton Employee Benefits, Kansas City
Industry Insurance
Experience
Lockton Companies, LLC December 2005 - Present
Lockton Companies June 2001 - Present
Arthur J. Gallagher May 1989 - April 2001
Skills
Health and Welfare..., Strategic Planning, Health Reform Advisory, Wellness, Health Risk Solutions, Cost Containment, Risk Management, Retirement Plan Services, Executive Benefits, Voluntary Benefits, Property & Casualty..., Insurance, Employee Benefits, Healthcare, Managed Care, Leadership, Executive Pay, Brokers, Health Insurance, Retirement Planning
Education
Rockhurst University 1985 — 1989
B.S.B.A.
Lockton Companies, LLC December 2005 - Present
Lockton Companies June 2001 - Present
Arthur J. Gallagher May 1989 - April 2001
Skills
Health and Welfare..., Strategic Planning, Health Reform Advisory, Wellness, Health Risk Solutions, Cost Containment, Risk Management, Retirement Plan Services, Executive Benefits, Voluntary Benefits, Property & Casualty..., Insurance, Employee Benefits, Healthcare, Managed Care, Leadership, Executive Pay, Brokers, Health Insurance, Retirement Planning
Education
Rockhurst University 1985 — 1989
B.S.B.A.
Blair Gentile's Lockton Companies, LLC Experience January 2006 - August 2007
Job Director, Employer Sales at Benefitfocus
Industry Computer Software
Experience
Benefitfocus April 2014 - Present
Empire Blue Cross Blue Shield October 2012 - March 2014
Blue Cross and Blue Shield of Kansas City October 2008 - September 2012
Blue Cross and Blue Shield of Kansas City August 2007 - October 2008
LOCKTON COMPANIES, LLC January 2006 - August 2007
Skills
Account Management, Sales, Insurance, Health Insurance, Employee Benefits, Marketing, Strategic Planning, Claim, Customer Service, Selling, Healthcare, Disability Insurance, Sales Operations, Management, New Business Development, Health Care Reform, Customer Retention, Business Development, Health Savings Accounts
Education
Rockhurst University 2002 — 2005
Bachelor of Arts degree, Business Communication
Benefitfocus April 2014 - Present
Empire Blue Cross Blue Shield October 2012 - March 2014
Blue Cross and Blue Shield of Kansas City October 2008 - September 2012
Blue Cross and Blue Shield of Kansas City August 2007 - October 2008
LOCKTON COMPANIES, LLC January 2006 - August 2007
Skills
Account Management, Sales, Insurance, Health Insurance, Employee Benefits, Marketing, Strategic Planning, Claim, Customer Service, Selling, Healthcare, Disability Insurance, Sales Operations, Management, New Business Development, Health Care Reform, Customer Retention, Business Development, Health Savings Accounts
Education
Rockhurst University 2002 — 2005
Bachelor of Arts degree, Business Communication
Stuart Purdy's Lockton Companies, LLC Experience April 2007 - February 2009
Job Senior Sales & Business Development Executive / Sales Management / Key Account Management / Business Development / Sales
Industry Insurance
Experience
ESIS February 2012 - July 2015
Sedgwick CMS March 2009 - February 2012
Lockton Companies LLC April 2007 - February 2009
Zurich Direct Underwriters August 2001 - April 2007
Skills
Business Development, Sales, Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Claims Management, Claim, Brokers, Liability, General Insurance, Risk Management, Professional Liability, Health Insurance, Employee Benefits, Managed Care, Casualty, Commercial Lines, Negotiation, Sales Management, Team Building, New Business Development, Account Management, Financial Risk, Casualty Insurance
Education
University of Kansas
B.S., Business Administration
ESIS February 2012 - July 2015
Sedgwick CMS March 2009 - February 2012
Lockton Companies LLC April 2007 - February 2009
Zurich Direct Underwriters August 2001 - April 2007
Skills
Business Development, Sales, Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Claims Management, Claim, Brokers, Liability, General Insurance, Risk Management, Professional Liability, Health Insurance, Employee Benefits, Managed Care, Casualty, Commercial Lines, Negotiation, Sales Management, Team Building, New Business Development, Account Management, Financial Risk, Casualty Insurance
Education
University of Kansas
B.S., Business Administration
Timothy Hannon, CLCS, CAWC's Lockton Companies, LLC Experience January 2008 - January 2009
Job Vice PresidentProducer at CBIZ Insurance Services, Inc.
Industry Insurance
Experience
CBIZ Insurance Services, Inc. February 2015 - Present
White, Grego and White Insurance LLC June 2009 - January 2015
CBIZ Insurance Services, Inc. 2015 - 2015
Lockton Companies, LLC January 2008 - January 2009
Law Offices of Dr. Samuel K. Cullan and Associates October 2000 - December 2007
Preferred Administrative Services, Inc. (Asera Care) September 1999 - September 2000
State Farm Insurance Companies August 1985 - September 1999
Skills
Property & Casualty..., Insurance, Casualty, Legal Liability, Workers Compensation, Commercial Insurance, Disability Insurance, Sales, Health Insurance, General Insurance, Financial Risk, Sales Management, Underwriting, Account Management, Marketing, Employee Benefits, Management, Financial Services, Performance Management, D&O, Risk Management, Claim, Risk Assessment, Employee Relations, Life Insurance, Insurance Brokerage, New Business Development, Analysis, Professional Liability, Brokers, Liability, Reinsurance, Claims Management, Commercial Lines, Employment Practices...
Education
University of Missouri-Columbia
CBIZ Insurance Services, Inc. February 2015 - Present
White, Grego and White Insurance LLC June 2009 - January 2015
CBIZ Insurance Services, Inc. 2015 - 2015
Lockton Companies, LLC January 2008 - January 2009
Law Offices of Dr. Samuel K. Cullan and Associates October 2000 - December 2007
Preferred Administrative Services, Inc. (Asera Care) September 1999 - September 2000
State Farm Insurance Companies August 1985 - September 1999
Skills
Property & Casualty..., Insurance, Casualty, Legal Liability, Workers Compensation, Commercial Insurance, Disability Insurance, Sales, Health Insurance, General Insurance, Financial Risk, Sales Management, Underwriting, Account Management, Marketing, Employee Benefits, Management, Financial Services, Performance Management, D&O, Risk Management, Claim, Risk Assessment, Employee Relations, Life Insurance, Insurance Brokerage, New Business Development, Analysis, Professional Liability, Brokers, Liability, Reinsurance, Claims Management, Commercial Lines, Employment Practices...
Education
University of Missouri-Columbia
Elizabeth Arehart Elizabeth Arehart's Lockton Companies, LLC Experience October 2006 - December 2008
Job Making it happen.
Industry Museums and Institutions
Experience
Willis August 2014 - March 2015
Integro Insurance Brokers January 2013 - August 2014
Home March 2011 - January 2013
ARTHUR J. GALLAGHER & CO May 2009 - March 2011
LOCKTON COMPANIES, LLC October 2006 - December 2008
EINSTEIN INDUSTRIES, INC February 2005 - October 2006
OCEANIA CRUISES, INC April 2003 - January 2005
Skills
Underwriting, Insurance, Brokers, Marketing, Editing, Microsoft Word, Account Management, Customer Service, Process Improvement
Education
California State University-Fullerton 1996 — 2001
Bachelor of Arts, English
Willis August 2014 - March 2015
Integro Insurance Brokers January 2013 - August 2014
Home March 2011 - January 2013
ARTHUR J. GALLAGHER & CO May 2009 - March 2011
LOCKTON COMPANIES, LLC October 2006 - December 2008
EINSTEIN INDUSTRIES, INC February 2005 - October 2006
OCEANIA CRUISES, INC April 2003 - January 2005
Skills
Underwriting, Insurance, Brokers, Marketing, Editing, Microsoft Word, Account Management, Customer Service, Process Improvement
Education
California State University-Fullerton 1996 — 2001
Bachelor of Arts, English
Leslie Niederschulte's Lockton Companies, LLC Experience June 2009 - August 2009
Job Financial Analyst at Paris Brothers Inc.
Industry Accounting
Experience
Paris Brothers Inc. January 2012 - Present
Hilton Austin Airport February 2011 - November 2011
Barkley, Inc June 2010 - December 2010
Lockton Companies, LLC June 2009 - August 2009
Lockton Companies, LLC August 2008 - December 2008
Roquette America June 2007 - August 2007
Skills
Recruiting, Sales, Event Planning, Human Resources, Strategy, Microsoft Office, Advertising, Employee Benefits, Analysis, Time Management, Microsoft Word, Budgets, Leadership, Customer Service
Education
Rockhurst University 2006 — 2010
Bachelor of Science, Administration; Business Management
Paris Brothers Inc. January 2012 - Present
Hilton Austin Airport February 2011 - November 2011
Barkley, Inc June 2010 - December 2010
Lockton Companies, LLC June 2009 - August 2009
Lockton Companies, LLC August 2008 - December 2008
Roquette America June 2007 - August 2007
Skills
Recruiting, Sales, Event Planning, Human Resources, Strategy, Microsoft Office, Advertising, Employee Benefits, Analysis, Time Management, Microsoft Word, Budgets, Leadership, Customer Service
Education
Rockhurst University 2006 — 2010
Bachelor of Science, Administration; Business Management
Casey Zgutowicz Casey Zgutowicz's Lockton Companies, LLC Experience January 2011 - Present
Job Vice President, Producer | Risk Management, Business Insurance, Employee Benefits | Executive & Financial Risk Specialty
Industry Insurance
Experience
Lockton Companies, LLC January 2011 - Present
Lockton Companies, LLC 2005 - January 2011
Arch Insurance Group 2003 - 2005
AIG 2002 - 2003
Andersen 2001 - 2002
Quaker Oats 1999 - 2001
Skills
Employment Practices..., Crime, Patent Litigation, D&O, Professional Liability, Liability, Insurance, Fiduciary Liability, Risk, Fidelity, Commercial Insurance, Property & Casualty..., Financial Risk, Fiduciary, Financial Services, Brokers, Employee Benefits, Workers Compensation, Health Insurance, Legal Liability, Finance, Casualty, Commercial Lines, General Insurance, Reinsurance, Umbrella Insurance, Enterprise Risk..., Risk Management, Underwriting, Strategy, Leadership, Financial Analysis, Mergers & Acquisitions
Education
Loyola University Chicago 1997 — 2001
BBA, Finance, Marketing
Lockton Companies, LLC January 2011 - Present
Lockton Companies, LLC 2005 - January 2011
Arch Insurance Group 2003 - 2005
AIG 2002 - 2003
Andersen 2001 - 2002
Quaker Oats 1999 - 2001
Skills
Employment Practices..., Crime, Patent Litigation, D&O, Professional Liability, Liability, Insurance, Fiduciary Liability, Risk, Fidelity, Commercial Insurance, Property & Casualty..., Financial Risk, Fiduciary, Financial Services, Brokers, Employee Benefits, Workers Compensation, Health Insurance, Legal Liability, Finance, Casualty, Commercial Lines, General Insurance, Reinsurance, Umbrella Insurance, Enterprise Risk..., Risk Management, Underwriting, Strategy, Leadership, Financial Analysis, Mergers & Acquisitions
Education
Loyola University Chicago 1997 — 2001
BBA, Finance, Marketing
Christina McCoy's Lockton Companies, LLC Experience November 2007 - Present
Job Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC November 2007 - Present
Skills
Health Savings Accounts, Life Insurance, Employee Benefits, Insurance, Health Insurance, Liability, Claims Management, Brokers, Reinsurance, Underwriting, COBRA, Disability Insurance
Education
University of Missouri-Columbia
Lockton Companies, LLC November 2007 - Present
Skills
Health Savings Accounts, Life Insurance, Employee Benefits, Insurance, Health Insurance, Liability, Claims Management, Brokers, Reinsurance, Underwriting, COBRA, Disability Insurance
Education
University of Missouri-Columbia
Casey Warnecke Casey Warnecke's Lockton Companies, LLC Experience July 2006 - Present
Job COO at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC July 2006 - Present
Marsh 2003 - 2006
CNA Surety 1987 - 2003
Skills
Risk Management, Brokers, Underwriting, Insurance, Employee Benefits, Recruiting, Marketing, Property & Casualty..., Consulting, 401k, Commercial Insurance, Enterprise Risk..., Professional Liability
Education
DePaul University 1988 — 1992
MBA, Accounting
Northern Illinois University 1985 — 1987
BS, Finance
Lockton Companies, LLC July 2006 - Present
Marsh 2003 - 2006
CNA Surety 1987 - 2003
Skills
Risk Management, Brokers, Underwriting, Insurance, Employee Benefits, Recruiting, Marketing, Property & Casualty..., Consulting, 401k, Commercial Insurance, Enterprise Risk..., Professional Liability
Education
DePaul University 1988 — 1992
MBA, Accounting
Northern Illinois University 1985 — 1987
BS, Finance
Ray Samuel's Lockton Companies, LLC Experience October 1987 - Present
Job Producer at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC October 1987 - Present
Equitable Life August 1985 - September 1987
Security- CT Life June 1983 - July 1985
Woodsmall Agency March 1981 - May 1983
Equitable Life May 1976 - March 1981
Skills
Insurance, Account Management, Employee Benefits, Team Leadership, Disability Insurance, CRM, Healthcare, Professional Liability, Health Insurance, Sales, Workers Compensation, Commercial Insurance, Claim, Health Care Reform, Claims Management, Brokers, Legal Liability, General Insurance, Life Insurance, Liability, Executive Pay, Underwriting
Education
University of Kansas 1971 — 1975
B.A., College of Liberal Arts
Lockton Companies, LLC October 1987 - Present
Equitable Life August 1985 - September 1987
Security- CT Life June 1983 - July 1985
Woodsmall Agency March 1981 - May 1983
Equitable Life May 1976 - March 1981
Skills
Insurance, Account Management, Employee Benefits, Team Leadership, Disability Insurance, CRM, Healthcare, Professional Liability, Health Insurance, Sales, Workers Compensation, Commercial Insurance, Claim, Health Care Reform, Claims Management, Brokers, Legal Liability, General Insurance, Life Insurance, Liability, Executive Pay, Underwriting
Education
University of Kansas 1971 — 1975
B.A., College of Liberal Arts
Steve Lockton Steve Lockton's Lockton Companies, LLC Experience April 1993 - Present
Job Executive Vice President / Owner at Lockton Companies, LLC | Insurance | Risk Management | Employee Benefits Consulting
Industry Insurance
Experience
Lockton Companies, LLC (Denver Series) March 1994 - Present
Lockton Companies, LLC April 1993 - Present
Sprint Nextel 1989 - 1993
Education
Southern Methodist University 1985 — 1989
BS, Economics
Lockton Companies, LLC (Denver Series) March 1994 - Present
Lockton Companies, LLC April 1993 - Present
Sprint Nextel 1989 - 1993
Education
Southern Methodist University 1985 — 1989
BS, Economics
Carl C. Schuessler, Jr., DHP, DIA, GBDS Carl C. Schuessler, Jr., DHP, DIA, GBDS's Lockton Companies, LLC Experience May 2006 - March 2008
Job Employee Benefits Consultant and Broker
Industry Insurance
Experience
BenefitStrategies, LLC. 2002 - Present
Gerson Lehrman Group (GLG) March 2007 - Present
Lockton Companies, LLC May 2006 - March 2008
Northwestern Mutual Financial Network 1988 - 2002
Skills
Employee Benefits, Consulting, Disability Insurance, Insurance, Retirement, Healthcare, 401k, Benefits Administration, Strategic Financial..., Life Insurance, Health Insurance, Long-term Care, Medical Insurance, HR/Benefits/Payroll..., Disability Insurance..., Voluntary Benefits, Financial Planning, Life Insurance Planning, Buy-sell Agreements, Public Speaking, Executive Benefits, Retirement Plans..., Business..., Outsourcing, Benefits, Pensions, Compliance, Long Term Care, Administration, Succession Planning, Health, Dental, Financial Services, Investments, Wealth Management, Executive Pay, Finance, Management, Strategic Planning, Leadership, Risk Management, New Business Development
Education
University of Georgia - Terry College of Business 1985 — 1989
B.B.A., Risk Management and Insurance & Estate Management
Stratford Academy 1975 — 1985
Diploma
BenefitStrategies, LLC. 2002 - Present
Gerson Lehrman Group (GLG) March 2007 - Present
Lockton Companies, LLC May 2006 - March 2008
Northwestern Mutual Financial Network 1988 - 2002
Skills
Employee Benefits, Consulting, Disability Insurance, Insurance, Retirement, Healthcare, 401k, Benefits Administration, Strategic Financial..., Life Insurance, Health Insurance, Long-term Care, Medical Insurance, HR/Benefits/Payroll..., Disability Insurance..., Voluntary Benefits, Financial Planning, Life Insurance Planning, Buy-sell Agreements, Public Speaking, Executive Benefits, Retirement Plans..., Business..., Outsourcing, Benefits, Pensions, Compliance, Long Term Care, Administration, Succession Planning, Health, Dental, Financial Services, Investments, Wealth Management, Executive Pay, Finance, Management, Strategic Planning, Leadership, Risk Management, New Business Development
Education
University of Georgia - Terry College of Business 1985 — 1989
B.B.A., Risk Management and Insurance & Estate Management
Stratford Academy 1975 — 1985
Diploma
Melissa Young, AINS, AU's Lockton Companies, LLC Experience March 2012 - June 2013
Job Marketing Account Manager at Cline Wood Agency
Industry Insurance
Experience
Cline Wood Agency, Inc. July 2015 - Present
Haas and Wilkerson Insurance June 2013 - July 2015
Lockton Companies, LLC March 2012 - June 2013
Lockton Companies, LLC March 2011 - March 2012
Skills
Fluent in Spanish, Multi-Tasking, Client Relations, Advertising/PR, People Skills, Property & Casualty..., Underwriting, Microsoft Excel, Microsoft Word, Liability, Brokers, Legal Liability, Workers Compensation, Management, Commercial Insurance, Microsoft Office, Account Management, General Insurance, Customer Service, Insurance, Casualty, Employment Practices..., Professional Liability, Risk Management, Casualty Insurance, Marketing, Leadership, Umbrella Insurance
Education
Pittsburg State University 2005 — 2009
Bachelor of Arts (B.A.), International Business, Spanish
Pittsburg State University Graduate 2005 — 2009
Bachelor's degree, Spanish and International Business
Cline Wood Agency, Inc. July 2015 - Present
Haas and Wilkerson Insurance June 2013 - July 2015
Lockton Companies, LLC March 2012 - June 2013
Lockton Companies, LLC March 2011 - March 2012
Skills
Fluent in Spanish, Multi-Tasking, Client Relations, Advertising/PR, People Skills, Property & Casualty..., Underwriting, Microsoft Excel, Microsoft Word, Liability, Brokers, Legal Liability, Workers Compensation, Management, Commercial Insurance, Microsoft Office, Account Management, General Insurance, Customer Service, Insurance, Casualty, Employment Practices..., Professional Liability, Risk Management, Casualty Insurance, Marketing, Leadership, Umbrella Insurance
Education
Pittsburg State University 2005 — 2009
Bachelor of Arts (B.A.), International Business, Spanish
Pittsburg State University Graduate 2005 — 2009
Bachelor's degree, Spanish and International Business
Jennifer Crews Jennifer Crews's Lockton Companies, LLC Experience 2010 - 2011
Job Senior Account Manager at J.W. Terrill
Industry Insurance
Experience
J.W. Terrill 2014 - Present
J.W. Terrill June 2012 - 2014
J.W. Terrill 2011 - 2012
Lockton Companies LLC 2010 - 2011
Golden Services Group 2009 - 2010
Skills
Public Relations, Employee Benefits, Benefits Negotiation, Sales Process, Disability Insurance, Health Insurance, Marketing, Communication Skills, Sales, Insurance, Direct Marketing, Integrated Marketing, Account Management, Workers Compensation, Life Insurance, Brokers, General Insurance, Health Savings Accounts, Term Life Insurance, Benefits Administration, Strategic Planning, Claim, Outlook, Sales Presentations, Microsoft Excel, Underwriting, Management, Communication, Leadership, Customer Service, Microsoft Office, Professional Liability
Education
University of Missouri-Saint Louis
Bachelor of Science in Business Administration, Marketing/Advertising
Missouri State University
J.W. Terrill 2014 - Present
J.W. Terrill June 2012 - 2014
J.W. Terrill 2011 - 2012
Lockton Companies LLC 2010 - 2011
Golden Services Group 2009 - 2010
Skills
Public Relations, Employee Benefits, Benefits Negotiation, Sales Process, Disability Insurance, Health Insurance, Marketing, Communication Skills, Sales, Insurance, Direct Marketing, Integrated Marketing, Account Management, Workers Compensation, Life Insurance, Brokers, General Insurance, Health Savings Accounts, Term Life Insurance, Benefits Administration, Strategic Planning, Claim, Outlook, Sales Presentations, Microsoft Excel, Underwriting, Management, Communication, Leadership, Customer Service, Microsoft Office, Professional Liability
Education
University of Missouri-Saint Louis
Bachelor of Science in Business Administration, Marketing/Advertising
Missouri State University
Leslie Foster, MBA, GBA's Lockton Companies, LLC Experience October 2010 - September 2011
Job Account Executive I at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions September 2011 - Present
Lockton Companies, LLC October 2010 - September 2011
Metro Health October 2009 - October 2010
Advantage Benefits Group January 2007 - October 2009
Corporate Benefit Strategies September 2006 - January 2007
Skills
Benefits Administration, Employee Benefits, Health Insurance, Healthcare, Insurance, Analysis
Education
Davenport University 2004 — 2006
MBA, Human Resources
Grand Valley State University 1999 — 2003
BBA, Marketing
Aon Risk Solutions September 2011 - Present
Lockton Companies, LLC October 2010 - September 2011
Metro Health October 2009 - October 2010
Advantage Benefits Group January 2007 - October 2009
Corporate Benefit Strategies September 2006 - January 2007
Skills
Benefits Administration, Employee Benefits, Health Insurance, Healthcare, Insurance, Analysis
Education
Davenport University 2004 — 2006
MBA, Human Resources
Grand Valley State University 1999 — 2003
BBA, Marketing
Paul Ursta, ACSR Paul Ursta, ACSR's Lockton Companies, LLC Experience January 2007 - July 2014
Job Insurance Manager at Superior Energy Services
Industry Insurance
Experience
Superior Energy Services July 2014 - Present
Lockton Companies, LLC January 2007 - July 2014
US Risk April 2005 - November 2006
Gallagher Healthcare Insurance Services July 2003 - February 2005
Hewlett Packard (Formerly Compaq Computer) December 2000 - April 2003
Skills
Casualty, General Insurance, Advanced use of Excel,..., Workers Compensation, Commercial Lines, Claims Management, Excess, Risk Management, Brokers, Account Management, Acoustic Guitar, Music Performance, Management, Claim, Commercial Insurance, Insurance, Casualty Insurance
Education
Luzerne County Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Accounting
Wilkes University 1991 — 1992
Accounting
Superior Energy Services July 2014 - Present
Lockton Companies, LLC January 2007 - July 2014
US Risk April 2005 - November 2006
Gallagher Healthcare Insurance Services July 2003 - February 2005
Hewlett Packard (Formerly Compaq Computer) December 2000 - April 2003
Skills
Casualty, General Insurance, Advanced use of Excel,..., Workers Compensation, Commercial Lines, Claims Management, Excess, Risk Management, Brokers, Account Management, Acoustic Guitar, Music Performance, Management, Claim, Commercial Insurance, Insurance, Casualty Insurance
Education
Luzerne County Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Accounting
Wilkes University 1991 — 1992
Accounting
Michael Rodriguez, ARM's Lockton Companies, LLC Experience June 2003 - June 2007
Job Commercial Lines Manager at SRA | Harley Rider | Insurance Geek | Supporter ofBikers4Babies
Industry Insurance
Experience
Schifman Remley Associates June 2013 - Present
Schifman Remley Associates June 2007 - June 2013
Lockton Companies, LLC June 2003 - June 2007
The Buckle, Inc. December 1994 - May 1998
Skills
Insurance, Legal Liability, Commercial Insurance, Workers Compensation, Liability, Underwriting, Property & Casualty..., Commercial Lines, Employment Practices..., Professional Liability, Risk Management, Umbrella Insurance, Casualty, D, Casualty Insurance, D&O, Account Management, New Business Development, Sales, Customer Service, Inland Marine, General Insurance
Education
Indiana State University - Scott College of Business 1998 — 2003
BS, Insurance and Risk Management
Schifman Remley Associates June 2013 - Present
Schifman Remley Associates June 2007 - June 2013
Lockton Companies, LLC June 2003 - June 2007
The Buckle, Inc. December 1994 - May 1998
Skills
Insurance, Legal Liability, Commercial Insurance, Workers Compensation, Liability, Underwriting, Property & Casualty..., Commercial Lines, Employment Practices..., Professional Liability, Risk Management, Umbrella Insurance, Casualty, D, Casualty Insurance, D&O, Account Management, New Business Development, Sales, Customer Service, Inland Marine, General Insurance
Education
Indiana State University - Scott College of Business 1998 — 2003
BS, Insurance and Risk Management
Scott Convery Scott Convery's Lockton Companies, LLC Experience June 2007 - Present
Job EVP at Lockton Companies LLC
Industry Insurance
Experience
Lockton Companies LLC June 2007 - Present
Marsh June 1993 - June 2007
Frank B. Hall & Co. June 1984 - June 1993
Skills
Captives, Professional Liability, Property & Casualty..., Casualty, Commercial Insurance, Risk Analysis, Insurance, Brokers, Underwriting, Legal Liability, D&O, Workers Compensation, Risk Financing, Liability
Education
The University of Texas at San Antonio 1983 — 1985
Lockton Companies LLC June 2007 - Present
Marsh June 1993 - June 2007
Frank B. Hall & Co. June 1984 - June 1993
Skills
Captives, Professional Liability, Property & Casualty..., Casualty, Commercial Insurance, Risk Analysis, Insurance, Brokers, Underwriting, Legal Liability, D&O, Workers Compensation, Risk Financing, Liability
Education
The University of Texas at San Antonio 1983 — 1985
Cole Piccioni's Lockton Companies, LLC Experience June 2013 - June 2014
Job AVP, Consultant at Lockton Companies, LLC
Industry Insurance
Experience
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 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
Ben Beeson Ben Beeson's Lockton Companies, LLC Experience March 2014 - Present
Job Lockton Companies LLC
Industry Insurance
Experience
The Kogod Cybersecurity Governance Center, American University, Washington, DC September 2015 - Present
Business Executives for National Security (BENS) June 2015 - Present
Lockton Companies LLC March 2014 - Present
Lockton Companies LLP October 2007 - March 2014
Marsh Ltd January 2003 - October 2007
Skills
Privacy Law, Professional Liability, Property & Casualty..., Data Security, Data Privacy, Privacy Protection, Network Security, Cloud Security, Internet Security, Insurance Brokerage, Enterprise Risk..., Security, Litigation Support, Medical Malpractice, Product Liability, Insurance Law, Litigation, Mergers & Acquisitions, Corporate Governance, Commercial Litigation, Due Diligence, Arbitration, Claims Management
Education
Georgetown University 2014 — 2014
Cybersecurity Strategy
Durham University 1989 — 1993
BA Hons, Modern Languages
The Kogod Cybersecurity Governance Center, American University, Washington, DC September 2015 - Present
Business Executives for National Security (BENS) June 2015 - Present
Lockton Companies LLC March 2014 - Present
Lockton Companies LLP October 2007 - March 2014
Marsh Ltd January 2003 - October 2007
Skills
Privacy Law, Professional Liability, Property & Casualty..., Data Security, Data Privacy, Privacy Protection, Network Security, Cloud Security, Internet Security, Insurance Brokerage, Enterprise Risk..., Security, Litigation Support, Medical Malpractice, Product Liability, Insurance Law, Litigation, Mergers & Acquisitions, Corporate Governance, Commercial Litigation, Due Diligence, Arbitration, Claims Management
Education
Georgetown University 2014 — 2014
Cybersecurity Strategy
Durham University 1989 — 1993
BA Hons, Modern Languages
Brittany Whittington Brittany Whittington's Lockton Companies, LLC Experience April 2013 - Present
Job Account Administrator at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC April 2013 - Present
US Army July 2004 - July 2009
Skills
Leadership, Military, Microsoft Office, Training, Team Leadership, Government, Logistics, Human Resources, Operations Management, Process Improvement, Inventory Management, Customer Service, Military Logistics, Records Management, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor of Science (BS), Accounting, Magna Cum Laude
Mayland Community College 2009 — 2011
Associate of Science (A.S.), Pre-Business Administration, 4.0
Lockton Companies, LLC April 2013 - Present
US Army July 2004 - July 2009
Skills
Leadership, Military, Microsoft Office, Training, Team Leadership, Government, Logistics, Human Resources, Operations Management, Process Improvement, Inventory Management, Customer Service, Military Logistics, Records Management, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor of Science (BS), Accounting, Magna Cum Laude
Mayland Community College 2009 — 2011
Associate of Science (A.S.), Pre-Business Administration, 4.0
Courtney Stephens Griggs Courtney Stephens Griggs's Lockton Companies, LLC Experience May 2010 - Present
Job Commercial Insurance Broker
Industry Insurance
Experience
Lockton Companies LLC May 2010 - Present
Limited Brands August 2005 - Present
Education
University of Missouri-Kansas City 2006 — 2009
Master of Arts (M.A.), Liberal Studies/ Women's Studies
William Jewell College 2001 — 2005
Bachelor of Arts (B.A.), Theater & History
Lockton Companies LLC May 2010 - Present
Limited Brands August 2005 - Present
Education
University of Missouri-Kansas City 2006 — 2009
Master of Arts (M.A.), Liberal Studies/ Women's Studies
William Jewell College 2001 — 2005
Bachelor of Arts (B.A.), Theater & History
Scott Verissimo Scott Verissimo's Lockton Companies, LLC Experience June 2014 - Present
Job Manager, Design and Document Services at Lockton Companies, LLC
Industry Graphic Design
Experience
Lockton Companies, LLC June 2014 - Present
Marsh January 1990 - October 2013
Skills
Desktop Publishing, Managerial, Customer Service, Crew Scheduling, Graphic Design, Adobe Creative Suite, Microsoft Office, Concept Development, Brand Management, Team Building, Mentoring, Workflow Management, Highly detail oriented, Best Practices, Project Management, Cross-functional Team..., Written & Verbal..., Go to Guy, Positive Can-do Attitude, Marketing, Leadership, Corporate Branding
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Arts (BA), Theatre Design
Bishop Stang High School — North Dartmouth, Massachusetts 1977 — 1981
Lockton Companies, LLC June 2014 - Present
Marsh January 1990 - October 2013
Skills
Desktop Publishing, Managerial, Customer Service, Crew Scheduling, Graphic Design, Adobe Creative Suite, Microsoft Office, Concept Development, Brand Management, Team Building, Mentoring, Workflow Management, Highly detail oriented, Best Practices, Project Management, Cross-functional Team..., Written & Verbal..., Go to Guy, Positive Can-do Attitude, Marketing, Leadership, Corporate Branding
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Arts (BA), Theatre Design
Bishop Stang High School — North Dartmouth, Massachusetts 1977 — 1981
Jake Murray, ARM, AIS's Lockton Companies, LLC Experience November 2008 - Present
Job Assistant Vice President Account Executive at Lockton Companies LLC
Industry Insurance
Experience
Lockton Companies LLC November 2008 - Present
Boston Financial Data Services 2005 - 2008
Skills
Associates in Risk..., Associates in Insurance..., Insurance, Financial Analysis, Commercial Insurance, Risk Management
Education
University of Kansas 2004 — 2008
BA, Economics
Lockton Companies LLC November 2008 - Present
Boston Financial Data Services 2005 - 2008
Skills
Associates in Risk..., Associates in Insurance..., Insurance, Financial Analysis, Commercial Insurance, Risk Management
Education
University of Kansas 2004 — 2008
BA, Economics
W. Christopher Lupton's Lockton Companies, LLC Experience May 2013 - Present
Job Associate Counsel Mountain West Series of Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC May 2013 - Present
Special Counsel/Promontory Financial Group September 2012 - January 2013
Kansas State House of Representatives January 2011 - May 2011
Skills
Business and Commercial..., International Trade and..., Contract Law, Insurance Law, Legal Contract Review, Compliance, Commercial Insurance, Corporate Law, Customer Service, Financial Analysis, Insurance, Legal Research, Legal Writing, Litigation, Public Speaking, Social Media
Education
University of Kansas School of Law 2009 — 2012
Juris Doctor, Business and Commercial Law; International Trade and Finance Law
University of Kansas 2005 — 2009
Bachelor of Arts (BA) History; Bachelor of Arts (BA) Psychology; Minor Business Administration
Lockton Companies, LLC May 2013 - Present
Special Counsel/Promontory Financial Group September 2012 - January 2013
Kansas State House of Representatives January 2011 - May 2011
Skills
Business and Commercial..., International Trade and..., Contract Law, Insurance Law, Legal Contract Review, Compliance, Commercial Insurance, Corporate Law, Customer Service, Financial Analysis, Insurance, Legal Research, Legal Writing, Litigation, Public Speaking, Social Media
Education
University of Kansas School of Law 2009 — 2012
Juris Doctor, Business and Commercial Law; International Trade and Finance Law
University of Kansas 2005 — 2009
Bachelor of Arts (BA) History; Bachelor of Arts (BA) Psychology; Minor Business Administration
Jack Riordan's Lockton Companies, LLC Experience June 2011 - January 2013
Job Financial Analyst at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2014 - Present
CristKolder Associates May 2013 - January 2014
Lockton Companies, LLC June 2011 - January 2013
UIUC Interfraternity Council November 2011 - November 2012
Skills
Microsoft Office, Social Media Marketing, Statistics, Event Planning, Research, Spanish, Data Analysis, Public Speaking, Marketing, Management, Microsoft Excel, Customer Service, Teamwork, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor's degree, Finance & Business Management, GPA: 3.56/4.00
Lockton Companies June 2014 - Present
CristKolder Associates May 2013 - January 2014
Lockton Companies, LLC June 2011 - January 2013
UIUC Interfraternity Council November 2011 - November 2012
Skills
Microsoft Office, Social Media Marketing, Statistics, Event Planning, Research, Spanish, Data Analysis, Public Speaking, Marketing, Management, Microsoft Excel, Customer Service, Teamwork, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor's degree, Finance & Business Management, GPA: 3.56/4.00
Jessica Beaver, MBA's Lockton Companies, LLC Experience May 2007 - April 2012
Job Insurance Benefits Professional
Industry Insurance
Experience
IMA Financial Group, Inc. February 2015 - Present
Power Group Companies October 2012 - February 2015
Power Group Companies April 2012 - October 2012
Lockton Companies, LLC May 2007 - April 2012
Lockton Companies, LLC January 2006 - May 2007
Lockton Companies, LLC July 2004 - January 2006
Skills
Employee Benefits, Health Insurance, Disability Insurance, 401k, Health Savings Accounts, Brokers, Life Insurance, Benefits Administration, Project Management, Office Administration, Research and Development, Market Analysis, Benchmarking, Data Analysis, Employee Relations, Training, Insurance, Account Management, Claim, Health Care Reform, COBRA, Underwriting, Term Life Insurance, Professional Liability, Retirement
Education
American InterContinental University 2010 — 2011
MBA, Finance
IMA Financial Group, Inc. February 2015 - Present
Power Group Companies October 2012 - February 2015
Power Group Companies April 2012 - October 2012
Lockton Companies, LLC May 2007 - April 2012
Lockton Companies, LLC January 2006 - May 2007
Lockton Companies, LLC July 2004 - January 2006
Skills
Employee Benefits, Health Insurance, Disability Insurance, 401k, Health Savings Accounts, Brokers, Life Insurance, Benefits Administration, Project Management, Office Administration, Research and Development, Market Analysis, Benchmarking, Data Analysis, Employee Relations, Training, Insurance, Account Management, Claim, Health Care Reform, COBRA, Underwriting, Term Life Insurance, Professional Liability, Retirement
Education
American InterContinental University 2010 — 2011
MBA, Finance
Crystal Parisse Crystal Parisse's Lockton Companies, LLC Experience January 2007 - Present
Job Associate Account Executive at Lockton Companies
Industry Insurance
Experience
Lockton Companies March 2014 - Present
Lockton Companies, LLC January 2007 - Present
2002-2007 January 1999 - January 2003
Highland Springs Country Club 1998 - 2002
Skills
Marketing, Analysis, Microsoft Excel, New Business Development, Management, Customer Satisfaction, Insurance, Training
Education
Central Methodist College 2009 — 2011
Business and Economics
Missouri State University 1997 — 2001
Accounting and Business
Central Methodist University
a Bachelors degree, Business; Accounting and
Lockton Companies March 2014 - Present
Lockton Companies, LLC January 2007 - Present
2002-2007 January 1999 - January 2003
Highland Springs Country Club 1998 - 2002
Skills
Marketing, Analysis, Microsoft Excel, New Business Development, Management, Customer Satisfaction, Insurance, Training
Education
Central Methodist College 2009 — 2011
Business and Economics
Missouri State University 1997 — 2001
Accounting and Business
Central Methodist University
a Bachelors degree, Business; Accounting and
Aaron Culbertson Aaron Culbertson's Lockton Companies, LLC Experience June 2007 - August 2007
Job Account Executive in Training at Lockton Companies
Industry Insurance
Experience
Lockton Companies March 2015 - Present
Lockton Companies February 2012 - March 2015
Lockton Companies June 2008 - February 2012
Lockton Companies, LLC June 2007 - August 2007
Skills
Microsoft Office, Risk Management, Risk Analysis, Commercial Insurance, Corporate Finance, Customer Service, Account Management, Property & Casualty..., Financial Risk, Budgets, Insurance, Underwriting, Liability, Professional Liability, Brokers, Casualty, Analysis, Workers Compensation, Commercial Lines, General Insurance, Excess, Negotiation, Casualty Insurance
Education
Colorado State University 2004 — 2008
Bachelor of Science Degree, Business Administration, Corporate Finance
Lockton Companies March 2015 - Present
Lockton Companies February 2012 - March 2015
Lockton Companies June 2008 - February 2012
Lockton Companies, LLC June 2007 - August 2007
Skills
Microsoft Office, Risk Management, Risk Analysis, Commercial Insurance, Corporate Finance, Customer Service, Account Management, Property & Casualty..., Financial Risk, Budgets, Insurance, Underwriting, Liability, Professional Liability, Brokers, Casualty, Analysis, Workers Compensation, Commercial Lines, General Insurance, Excess, Negotiation, Casualty Insurance
Education
Colorado State University 2004 — 2008
Bachelor of Science Degree, Business Administration, Corporate Finance
Collin Brown Collin Brown's Lockton Companies, LLC Experience August 2011 - September 2012
Job Water & Wastewater SalesPierce Pump Company
Industry Mechanical or Industrial Engineering
Experience
FCX Performance October 2012 - Present
Lockton Companies, LLC August 2011 - September 2012
QCD of America December 2009 - August 2011
Texas Farm Bureau Insurance, Waco TX July 2008 - June 2009
Skills
Sales, Marketing, Account Management, Employee Benefits, Strategic Planning, Leadership, Customer Service, Marketing Strategy, New Business Development
Education
Mediterranean Center for Arts and Science Siracusa, Italy 2009 — 2009
Baylor University 2005 — 2009
Bachelor of Science (BS), Communications
FCX Performance October 2012 - Present
Lockton Companies, LLC August 2011 - September 2012
QCD of America December 2009 - August 2011
Texas Farm Bureau Insurance, Waco TX July 2008 - June 2009
Skills
Sales, Marketing, Account Management, Employee Benefits, Strategic Planning, Leadership, Customer Service, Marketing Strategy, New Business Development
Education
Mediterranean Center for Arts and Science Siracusa, Italy 2009 — 2009
Baylor University 2005 — 2009
Bachelor of Science (BS), Communications
Dwayne Hartman, CSP, CRIS Dwayne Hartman, CSP, CRIS's Lockton Companies, LLC Experience June 1998 - Present
Job V.P. / Sr. Loss Control Consultant at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC June 1998 - Present
J.E. Dunn Construction Company January 1998 - June 1998
Diaz Construction Company March 1996 - January 1998
Conveyor-Matic, Inc. February 1995 - February 1996
Skills
Safety Management..., Construction Safety, Risk Assessment, Ergonomics, EHS, Occupational Health, Hazard Analysis, Industrial Hygiene, Industrial Safety, Workers Compensation, Environmental Awareness, Hazard Recognition, Accident Investigation, Safety Training, Construction, Investigation
Education
University of Central Missouri 1990 — 1994
B.S., Safety Management
Lockton Companies, LLC June 1998 - Present
J.E. Dunn Construction Company January 1998 - June 1998
Diaz Construction Company March 1996 - January 1998
Conveyor-Matic, Inc. February 1995 - February 1996
Skills
Safety Management..., Construction Safety, Risk Assessment, Ergonomics, EHS, Occupational Health, Hazard Analysis, Industrial Hygiene, Industrial Safety, Workers Compensation, Environmental Awareness, Hazard Recognition, Accident Investigation, Safety Training, Construction, Investigation
Education
University of Central Missouri 1990 — 1994
B.S., Safety Management
Adam Calvert Adam Calvert's Lockton Companies, LLC Experience November 2009 - Present
Job Account Administrator
Industry Insurance
Experience
Lockton Companies, LLC November 2009 - Present
Lockton Companies, LLC November 2008 - November 2009
Zurich May 2007 - July 2007
Education
Missouri State University 2004 — 2008
Bachelor of Science, Insurance & Risk Management
Lockton Companies, LLC November 2009 - Present
Lockton Companies, LLC November 2008 - November 2009
Zurich May 2007 - July 2007
Education
Missouri State University 2004 — 2008
Bachelor of Science, Insurance & Risk Management
Jennifer Morrill's Lockton Companies, LLC Experience November 2006 - Present
Job VP, Property Specialist at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC November 2006 - Present
AIG November 2005 - October 2006
Marsh USA Inc. 2001 - 2005
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Reinsurance, Commercial Lines, General Insurance, Brokers
Education
Illinois State University 1997 — 2001
Bachelor of Science, Business Administration and Insurance and Risk Management
Lockton Companies, LLC November 2006 - Present
AIG November 2005 - October 2006
Marsh USA Inc. 2001 - 2005
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Insurance, Reinsurance, Commercial Lines, General Insurance, Brokers
Education
Illinois State University 1997 — 2001
Bachelor of Science, Business Administration and Insurance and Risk Management
Jeff Higgins Jeff Higgins's Lockton Companies, LLC Experience June 2001 - May 2009
Job Senior Vice President, Claims Services at Lockton Companies
Industry Insurance
Experience
Lockton Companies May 2009 - Present
Lockton Companies, LLC June 2001 - May 2009
Cooper Industries April 1989 - May 2001
Skills
Casualty, Property & Casualty..., Claims Management, Risk Management, Liability, Legal Liability, Professional Liability, Claim, Reinsurance, Commercial Insurance, Commercial Lines, Liability Analysis, Underwriting, Workers Compensation, Brokers, Captives, Employment Practices..., D&O, General Insurance, Litigation Management, Directors & Officers..., Insurance, Umbrella Insurance, Inland Marine, Excess, Casualty Insurance, Claim Investigation
Education
Stonehill College 1978 — 1981
BA, Economics
Lockton Companies May 2009 - Present
Lockton Companies, LLC June 2001 - May 2009
Cooper Industries April 1989 - May 2001
Skills
Casualty, Property & Casualty..., Claims Management, Risk Management, Liability, Legal Liability, Professional Liability, Claim, Reinsurance, Commercial Insurance, Commercial Lines, Liability Analysis, Underwriting, Workers Compensation, Brokers, Captives, Employment Practices..., D&O, General Insurance, Litigation Management, Directors & Officers..., Insurance, Umbrella Insurance, Inland Marine, Excess, Casualty Insurance, Claim Investigation
Education
Stonehill College 1978 — 1981
BA, Economics
Paul Reintjes Paul Reintjes's Lockton Companies, LLC Experience June 2011 - June 2012
Job Risk Consultant at Brush Creek Partners
Industry Insurance
Experience
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
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
Shannon Hopfinger Shannon Hopfinger's Lockton Companies, LLC Experience January 2010 - August 2013
Job Assistant Vice President, Senior Project Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies September 2013 - Present
Lockton Companies, LLC January 2010 - August 2013
Lockton Companies, LLC February 2008 - December 2009
John's Apple Market January 2002 - February 2008
Robert D. O'Byrne & Associates June 1992 - January 1994
Skills
Employee Benefits, Benefits Administration, Insurance, Health Insurance, Management, Customer Service, Project Management, Payroll, Administration, Process Improvement, Strategic Planning, Risk Management, Account Management
Education
University of Missouri-Kansas City 1986 — 1991
BA, Communications
Bishop Miege
Continuing Education
Windows Excel Fundamentals and Intermediate Course
Lockton Companies September 2013 - Present
Lockton Companies, LLC January 2010 - August 2013
Lockton Companies, LLC February 2008 - December 2009
John's Apple Market January 2002 - February 2008
Robert D. O'Byrne & Associates June 1992 - January 1994
Skills
Employee Benefits, Benefits Administration, Insurance, Health Insurance, Management, Customer Service, Project Management, Payroll, Administration, Process Improvement, Strategic Planning, Risk Management, Account Management
Education
University of Missouri-Kansas City 1986 — 1991
BA, Communications
Bishop Miege
Continuing Education
Windows Excel Fundamentals and Intermediate Course
Gloria Lush Gloria Lush's Lockton Companies, LLC Experience March 2004 - Present
Job Claims & Risk Control Coordinator
Industry Insurance
Experience
Lockton Companies, LLC March 2004 - Present
Skills
Word, General Insurance, Claims, Risk Management, Claims Management, Commercial Insurance, Insurance Claims, Property & Casualty..., Insurance, Claim, Microsoft Word
Education
Insurance Institute of American 2006 — 2008
Certificate in General Insurance, Insurance
Broward College 1982 — 1986
Associate, Early Childhood Development
Lockton Companies, LLC March 2004 - Present
Skills
Word, General Insurance, Claims, Risk Management, Claims Management, Commercial Insurance, Insurance Claims, Property & Casualty..., Insurance, Claim, Microsoft Word
Education
Insurance Institute of American 2006 — 2008
Certificate in General Insurance, Insurance
Broward College 1982 — 1986
Associate, Early Childhood Development
Holly Watkins Holly Watkins's Lockton Companies, LLC Experience May 2007 - January 2012
Job Account Executive, Technology, Manufacturing and Life Sciences Industry Practice at IMA, Inc.
Industry Insurance
Experience
IMA, Inc. January 2012 - Present
Lockton Companies, LLC May 2007 - January 2012
Marsh USA, Inc. 2005 - 2007
Rosenfeld Einstein May 2002 - November 2005
Morgano Freeman & Assoc. January 2001 - May 2002
Skills
Property & Casualty..., Commercial Insurance, Casualty, Mergers, Professional Liability, Workers Compensation, Insurance, Liability, Brokers, Umbrella Insurance, Risk Management, Account Management, Commercial Lines, Employment Practices...
Education
Furman University 2003 — 2005
Bachelor of Liberal Arts, Business Administration
IMA, Inc. January 2012 - Present
Lockton Companies, LLC May 2007 - January 2012
Marsh USA, Inc. 2005 - 2007
Rosenfeld Einstein May 2002 - November 2005
Morgano Freeman & Assoc. January 2001 - May 2002
Skills
Property & Casualty..., Commercial Insurance, Casualty, Mergers, Professional Liability, Workers Compensation, Insurance, Liability, Brokers, Umbrella Insurance, Risk Management, Account Management, Commercial Lines, Employment Practices...
Education
Furman University 2003 — 2005
Bachelor of Liberal Arts, Business Administration
Chase Johnson, CPCU, CRIS Chase Johnson, CPCU, CRIS's Lockton Companies, LLC Experience June 2013 - Present
Job Vice President, Unit Manager at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC June 2013 - Present
Lockton Companies October 2012 - June 2013
Lockton Companies June 2010 - September 2012
Lockton Companies April 2009 - June 2010
Lockton Companies May 2007 - April 2009
Skills
Management, Commercial Insurance, Underwriting, Property & Casualty..., Workers Compensation, Liability, Enterprise Risk..., Insurance, Legal Liability, Brokers, Commercial Lines, Professional Liability, Financial Risk, Casualty, General Insurance, Sales, Risk Management, Claims Management, Budgets, Customer Service
Education
University of Missouri-Columbia, College of Business 2003 — 2007
Bachelor, Political Science
University of Missouri-Columbia
Lockton Companies, LLC June 2013 - Present
Lockton Companies October 2012 - June 2013
Lockton Companies June 2010 - September 2012
Lockton Companies April 2009 - June 2010
Lockton Companies May 2007 - April 2009
Skills
Management, Commercial Insurance, Underwriting, Property & Casualty..., Workers Compensation, Liability, Enterprise Risk..., Insurance, Legal Liability, Brokers, Commercial Lines, Professional Liability, Financial Risk, Casualty, General Insurance, Sales, Risk Management, Claims Management, Budgets, Customer Service
Education
University of Missouri-Columbia, College of Business 2003 — 2007
Bachelor, Political Science
University of Missouri-Columbia
Kendall Lange, CPCU, AU, AINS's Lockton Companies, LLC Experience December 2009 - June 2012
Job Account Executive at Lockton Companies
Industry Insurance
Experience
Lockton Companies January 2014 - Present
Lockton Companies June 2012 - January 2014
Lockton Companies, LLC December 2009 - June 2012
Women's Only Financial May 2009 - September 2009
Brown-Forman January 2006 - September 2009
Kansas State University January 2009 - June 2009
Kansas City Saturn Retailers May 2008 - September 2008
Kansas City Area Development Council May 2008 - August 2008
Burns & McDonnell May 2007 - August 2007
Skills
Marketing, Account Management, Marketing Research, Proposal Writing, Creative Writing, Property & Casualty..., Blogging, Strategic Planning, Insurance, Risk Management, Commercial Insurance
Education
Kansas State University 2008 — 2009
Master of Arts, Communication Studies
Kansas State University 2003 — 2007
Bachelor of Arts, Public Relations, Communication Studies, Spanish, Leadership Stuides
St. Thomas Aquinas 1999 — 2003
Honors curriculum
Lockton Companies January 2014 - Present
Lockton Companies June 2012 - January 2014
Lockton Companies, LLC December 2009 - June 2012
Women's Only Financial May 2009 - September 2009
Brown-Forman January 2006 - September 2009
Kansas State University January 2009 - June 2009
Kansas City Saturn Retailers May 2008 - September 2008
Kansas City Area Development Council May 2008 - August 2008
Burns & McDonnell May 2007 - August 2007
Skills
Marketing, Account Management, Marketing Research, Proposal Writing, Creative Writing, Property & Casualty..., Blogging, Strategic Planning, Insurance, Risk Management, Commercial Insurance
Education
Kansas State University 2008 — 2009
Master of Arts, Communication Studies
Kansas State University 2003 — 2007
Bachelor of Arts, Public Relations, Communication Studies, Spanish, Leadership Stuides
St. Thomas Aquinas 1999 — 2003
Honors curriculum
Jeannette Fitchie, CRIS, AU, AIS Jeannette Fitchie, CRIS, AU, AIS's Lockton Companies, LLC Experience January 2008 - September 2010
Job Operations/ Processing Analyst Subguard
Industry Insurance
Experience
Zurich North America September 2010 - July 2013
Lockton Companies, LLC January 2008 - September 2010
Zurich North America October 2004 - January 2008
Zurich North America March 2000 - October 2004
Skills
Property & Casualty..., Casualty, Training, Risk Assessment, Underwriting, Commercial Insurance, Commercial Lines, Workers Compensation, General Insurance, Liability, Insurance, Brokers, Casualty Insurance
Education
Cheonggang Academy
High School Diploma
Zurich North America September 2010 - July 2013
Lockton Companies, LLC January 2008 - September 2010
Zurich North America October 2004 - January 2008
Zurich North America March 2000 - October 2004
Skills
Property & Casualty..., Casualty, Training, Risk Assessment, Underwriting, Commercial Insurance, Commercial Lines, Workers Compensation, General Insurance, Liability, Insurance, Brokers, Casualty Insurance
Education
Cheonggang Academy
High School Diploma
Brian J. Branner's Lockton Companies, LLC Experience June 1998 - May 2010
Job Executive Vice President, RiskAnalytics, LLC
Industry Insurance
Experience
RiskAnalytics, LLC May 2010 - Present
Lockton Companies, LLC June 1998 - May 2010
Skills
Cyber Security, Computer Security, Property & Casualty..., Commercial Insurance, Insurance
Education
The University of Kansas
RiskAnalytics, LLC May 2010 - Present
Lockton Companies, LLC June 1998 - May 2010
Skills
Cyber Security, Computer Security, Property & Casualty..., Commercial Insurance, Insurance
Education
The University of Kansas
Joe Peppers, ARM's Lockton Companies, LLC Experience January 2008 - Present
Job Account Executive at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC January 2008 - Present
DEAL EXPRESS January 2007 - December 2007
Swim Things, Inc August 2005 - January 2007
SIERRA BUILDING PRODUCTS August 2003 - August 2005
Skills
Retail, Property & Casualty..., Sales, Brokers, Claim, Professional Liability, Training, Trade Shows, Marketing, Casualty, Customer Service, Commercial Insurance, Management, Workers Compensation, Insurance, Manufacturing, Risk Management, Liability, Underwriting, Analysis, General Insurance, Employee Training, Program Management
Education
University of Phoenix
B.S, Healthcare Administration/Science
University of Phoenix
B.S, Healthcare Administration/Science
Lockton Companies, LLC January 2008 - Present
DEAL EXPRESS January 2007 - December 2007
Swim Things, Inc August 2005 - January 2007
SIERRA BUILDING PRODUCTS August 2003 - August 2005
Skills
Retail, Property & Casualty..., Sales, Brokers, Claim, Professional Liability, Training, Trade Shows, Marketing, Casualty, Customer Service, Commercial Insurance, Management, Workers Compensation, Insurance, Manufacturing, Risk Management, Liability, Underwriting, Analysis, General Insurance, Employee Training, Program Management
Education
University of Phoenix
B.S, Healthcare Administration/Science
University of Phoenix
B.S, Healthcare Administration/Science
Zachary Cole, CPCU, ARM, AU's Lockton Companies, LLC Experience June 2005 - Present
Job Vice President, Account Executive at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC June 2005 - Present
Forrest Sherer Insurance September 2003 - May 2005
Snap On Tools May 2003 - August 2003
Skills
Commercial Insurance, Brokers, Property & Casualty..., Risk Financing, CPCU, Microsoft Office, Technical Understanding, Market Understanding, Insurance, Technical Analysis, Casualty, Underwriting, Claim, Reinsurance, Professional Liability, Employment Practices..., Casualty Insurance
Education
Indiana State University 2001 — 2005
Bachelor of Science, Insurance & Risk Management / Business Administration
Lockton Companies, LLC June 2005 - Present
Forrest Sherer Insurance September 2003 - May 2005
Snap On Tools May 2003 - August 2003
Skills
Commercial Insurance, Brokers, Property & Casualty..., Risk Financing, CPCU, Microsoft Office, Technical Understanding, Market Understanding, Insurance, Technical Analysis, Casualty, Underwriting, Claim, Reinsurance, Professional Liability, Employment Practices..., Casualty Insurance
Education
Indiana State University 2001 — 2005
Bachelor of Science, Insurance & Risk Management / Business Administration
Dave Dietsch, CPCU, ARM, SCLA, AIC Dave Dietsch, CPCU, ARM, SCLA, AIC's Lockton Companies, LLC Experience June 2003 - Present
Job VP Claims, Lockton Companies, LLC | Experienced property casualty claims and risk management professional
Industry Insurance
Experience
Lockton Companies, LLC June 2003 - Present
OneBeacon Insurance January 1998 - April 2003
Continental/CNA June 1983 - January 1998
Skills
Claims Management, Liability, Property & Casualty..., Claim, Risk Management, Litigation Management, Workers Compensation, Insurance, Commercial Insurance, Leadership, Customer Service, Legal Liability, Professional Liability, Commercial Lines, Brokers, Underwriting, Casualty, General Insurance, Employment Practices..., Liability Analysis, Excess, Reinsurance, D&O, Subrogation, Captives, Inland Marine
Education
University of Idaho
BS Business, Management & Marketing
Lockton Companies, LLC June 2003 - Present
OneBeacon Insurance January 1998 - April 2003
Continental/CNA June 1983 - January 1998
Skills
Claims Management, Liability, Property & Casualty..., Claim, Risk Management, Litigation Management, Workers Compensation, Insurance, Commercial Insurance, Leadership, Customer Service, Legal Liability, Professional Liability, Commercial Lines, Brokers, Underwriting, Casualty, General Insurance, Employment Practices..., Liability Analysis, Excess, Reinsurance, D&O, Subrogation, Captives, Inland Marine
Education
University of Idaho
BS Business, Management & Marketing
Wayne Soud's Lockton Companies, LLC Experience January 2002 - November 2013
Job Managing Partner at Strategic Benefit Resources, LLC
Industry Insurance
Experience
Strategic Benefit Resources, LLC November 2014 - Present
Bakken Wireless November 2014 - Present
CME Farms, LLC January 2014 - Present
Strategic Benefit Resources, Inc. November 2013 - November 2014
Lockton Companies, LLC January 2002 - November 2013
Marsh May 1999 - January 2002
Prudential Healthcare February 1992 - May 1999
Skills
Series 6, Series 63, Series 65, Employee Benefits, Executive Pay, Pensions, Property & Casualty..., HRA, Health & Welfare..., Health Care Reform, Long-term Care, Mergers, Strategic Planning, Wellness, Disability Insurance, Health Insurance, Health Savings Accounts, 401k, Term Life Insurance, Insurance, Brokers, Fixed Annuities, Healthcare, Life Insurance, COBRA, ERISA, Mergers & Acquisitions, Risk Management, Workers Compensation, Underwriting, Defined Benefit, Benefits Administration
Education
Kennesaw State University - Michael J. Coles College of Business 1994 — 1996
MBA, Finance, General
Florida State University - College of Business 1987 — 1991
BS, Finance and Economics
Strategic Benefit Resources, LLC November 2014 - Present
Bakken Wireless November 2014 - Present
CME Farms, LLC January 2014 - Present
Strategic Benefit Resources, Inc. November 2013 - November 2014
Lockton Companies, LLC January 2002 - November 2013
Marsh May 1999 - January 2002
Prudential Healthcare February 1992 - May 1999
Skills
Series 6, Series 63, Series 65, Employee Benefits, Executive Pay, Pensions, Property & Casualty..., HRA, Health & Welfare..., Health Care Reform, Long-term Care, Mergers, Strategic Planning, Wellness, Disability Insurance, Health Insurance, Health Savings Accounts, 401k, Term Life Insurance, Insurance, Brokers, Fixed Annuities, Healthcare, Life Insurance, COBRA, ERISA, Mergers & Acquisitions, Risk Management, Workers Compensation, Underwriting, Defined Benefit, Benefits Administration
Education
Kennesaw State University - Michael J. Coles College of Business 1994 — 1996
MBA, Finance, General
Florida State University - College of Business 1987 — 1991
BS, Finance and Economics
Mat Apodaca CIR, CSSR Mat Apodaca CIR, CSSR's Lockton Companies, LLC Experience July 2006 - January 2011
Job Business Development Executive at Lockton Affinity
Industry Insurance
Experience
Lockton Affinity February 2012 - Present
Waddell & Reed February 2011 - January 2012
Lockton Companies, LLC July 2006 - January 2011
The Triple-i Corporation July 2005 - July 2006
Parker & Lynch January 2004 - August 2005
Skills
Professional..., Franchising, Affinity Groups, Professional Liability, Executive Sales..., Program Management, Insurance, Elder Care, Veterans, Allied Health, New Business Development, Trade Associations, Commercial Insurance, Executive Search, AIRS trained, AIRS CIR, Outdoor Recreation, Outdoors, Motorsports, Personal Training, Employee Benefits, Property & Casualty..., Program Administration, Fitness, Applicant Tracking..., Sourcing, Human Resources, Marketing, Leadership, Management, Sales, Recruiting, Cold Calling, Strategy, Interviews
Education
AIRS University 2010 — 2012
CIR, CSSR, AIRS Recruitment
American Council Exercise 2003 — 2011
American Council on Exercise, Fitness & Personal Training
American Institute CPCU 2008 — 2008
Certificate General Insurance, INS 21, 22, 23
University of Missouri-Columbia
Bachelor, Fine Arts - Art History Minor
Lockton Affinity February 2012 - Present
Waddell & Reed February 2011 - January 2012
Lockton Companies, LLC July 2006 - January 2011
The Triple-i Corporation July 2005 - July 2006
Parker & Lynch January 2004 - August 2005
Skills
Professional..., Franchising, Affinity Groups, Professional Liability, Executive Sales..., Program Management, Insurance, Elder Care, Veterans, Allied Health, New Business Development, Trade Associations, Commercial Insurance, Executive Search, AIRS trained, AIRS CIR, Outdoor Recreation, Outdoors, Motorsports, Personal Training, Employee Benefits, Property & Casualty..., Program Administration, Fitness, Applicant Tracking..., Sourcing, Human Resources, Marketing, Leadership, Management, Sales, Recruiting, Cold Calling, Strategy, Interviews
Education
AIRS University 2010 — 2012
CIR, CSSR, AIRS Recruitment
American Council Exercise 2003 — 2011
American Council on Exercise, Fitness & Personal Training
American Institute CPCU 2008 — 2008
Certificate General Insurance, INS 21, 22, 23
University of Missouri-Columbia
Bachelor, Fine Arts - Art History Minor
Annamarie Gibbs, ASP, CSP, CRIS Annamarie Gibbs, ASP, CSP, CRIS's Lockton Companies, LLC Experience January 2002 - Present
Job SVP and Manager, Risk Control Services at Lockton Companies Construction | General Industry | Safety |
Industry Insurance
Experience
Lockton Companies, LLC January 2002 - Present
Fireman's Fund Insurance Company June 1999 - October 2001
CNA Insurance November 1997 - May 1999
CNA Insurance Company May 1995 - November 1997
CNA Insurance Company August 1987 - April 1995
Liberty Mutual Insurance August 1985 - August 1987
Las Animas High School August 1983 - August 1985
Skills
Professional Safety..., Arkansas Workers'..., Safety Consulting, Construction, Loss Prevention, Ergonomics, Workers Compensation, Casualty, Industrial Safety, Claim, Insurance, Team Building, Legal Liability, Claims Management, Leadership, Risk Management, Commercial Insurance, Safety Management..., Supervisory Skills, Workers' Compensation..., Property & Casualty..., Safety, General Insurance, Underwriting, Risk Assessment, Brokers, Professional Liability, Casualty Insurance
Education
New Mexico State University 1981 — 1983
Master of Arts, Education
New Mexico State University 1977 — 1981
Bachelor of Science, Biology
Lockton Companies, LLC January 2002 - Present
Fireman's Fund Insurance Company June 1999 - October 2001
CNA Insurance November 1997 - May 1999
CNA Insurance Company May 1995 - November 1997
CNA Insurance Company August 1987 - April 1995
Liberty Mutual Insurance August 1985 - August 1987
Las Animas High School August 1983 - August 1985
Skills
Professional Safety..., Arkansas Workers'..., Safety Consulting, Construction, Loss Prevention, Ergonomics, Workers Compensation, Casualty, Industrial Safety, Claim, Insurance, Team Building, Legal Liability, Claims Management, Leadership, Risk Management, Commercial Insurance, Safety Management..., Supervisory Skills, Workers' Compensation..., Property & Casualty..., Safety, General Insurance, Underwriting, Risk Assessment, Brokers, Professional Liability, Casualty Insurance
Education
New Mexico State University 1981 — 1983
Master of Arts, Education
New Mexico State University 1977 — 1981
Bachelor of Science, Biology
David Chauveaux David Chauveaux's Lockton Companies, LLC Experience January 2014 - January 2014
Job Paralegal
Industry Legal Services
Experience
Law Office of Dorothy Hyde (Contract Position) February 2015 - March 2015
LawProse, Inc. May 2014 - May 2014
Law Office of Dorothy Hyde April 2014 - April 2014
Lockton Companies, LLC January 2014 - January 2014
Standly Hamilton, LLP December 2013 - December 2013
Which Wich? Superior Sandwiches April 2012 - October 2012
Barnes and Noble College- Southern Methodist University April 2011 - April 2012
Starbucks November 2009 - April 2011
Broussard Brothers August 2008 - May 2009
DRD Towing October 2005 - July 2008
Skills
Westlaw, Legal Documents, Lexis, Customer Service, Microsoft Office, Legal Research, Legal Writing, Document Review, Time Management, PowerPoint, Microsoft Word, Civil Litigation, Microsoft Excel, Training, Commercial Litigation, Corporate Law, Human Resources, Word Perfect, act!, Management, Research, Leadership
Education
Southern Methodist University 2013 — 2013
Paralegal Certification
University of Louisiana at Lafayette 1999 — 2000
Criminal Justice
Law Office of Dorothy Hyde (Contract Position) February 2015 - March 2015
LawProse, Inc. May 2014 - May 2014
Law Office of Dorothy Hyde April 2014 - April 2014
Lockton Companies, LLC January 2014 - January 2014
Standly Hamilton, LLP December 2013 - December 2013
Which Wich? Superior Sandwiches April 2012 - October 2012
Barnes and Noble College- Southern Methodist University April 2011 - April 2012
Starbucks November 2009 - April 2011
Broussard Brothers August 2008 - May 2009
DRD Towing October 2005 - July 2008
Skills
Westlaw, Legal Documents, Lexis, Customer Service, Microsoft Office, Legal Research, Legal Writing, Document Review, Time Management, PowerPoint, Microsoft Word, Civil Litigation, Microsoft Excel, Training, Commercial Litigation, Corporate Law, Human Resources, Word Perfect, act!, Management, Research, Leadership
Education
Southern Methodist University 2013 — 2013
Paralegal Certification
University of Louisiana at Lafayette 1999 — 2000
Criminal Justice
Richardson, Anthony's Lockton Companies, LLC Experience June 2000 - Present
Job VicePresident, Unit Manager/National AccountsEnergy, Lockton Companies
Industry Insurance
Experience
Lockton Companies, LLC June 2000 - Present
Skills
Insurance, Underwriting, Risk Management, Business Strategy, Property & Casualty..., Sales Process, Workers Compensation, Leadership, Employee Benefits, Strategic Planning, Commercial Insurance, Liability, Casualty, New Business Development, Process Improvement, Casualty Insurance, Business Planning, Negotiation, Claim, Financial Analysis, Financial Services, Brokers, Professional Liability, General Insurance, Legal Liability, Reinsurance, Management, Health Insurance, Financial Risk, Claims Management, Account Management, Marketing, Umbrella Insurance
Education
Indiana State University - School of Business 1997 — 2000
Bachelor of Science (BS), Finance and Insurance & Risk Management
Achimota
Lockton Companies, LLC June 2000 - Present
Skills
Insurance, Underwriting, Risk Management, Business Strategy, Property & Casualty..., Sales Process, Workers Compensation, Leadership, Employee Benefits, Strategic Planning, Commercial Insurance, Liability, Casualty, New Business Development, Process Improvement, Casualty Insurance, Business Planning, Negotiation, Claim, Financial Analysis, Financial Services, Brokers, Professional Liability, General Insurance, Legal Liability, Reinsurance, Management, Health Insurance, Financial Risk, Claims Management, Account Management, Marketing, Umbrella Insurance
Education
Indiana State University - School of Business 1997 — 2000
Bachelor of Science (BS), Finance and Insurance & Risk Management
Achimota
Marc Mieske's Lockton Companies, LLC Experience June 2004 - April 2007
Job Regional Underwriting Manager at AIG
Industry Insurance
Experience
AIG July 2011 - Present
Chartis June 2009 - July 2011
AIG April 2007 - June 2009
Lockton Companies, LLC June 2004 - April 2007
Skills
Legal Liability, Property & Casualty..., D&O, Professional Liability, Casualty, Underwriting, Insurance, Commercial Insurance, Employment Practices...
Education
Purdue University - Krannert School of Management 2000 — 2004
Management, Finance
AIG July 2011 - Present
Chartis June 2009 - July 2011
AIG April 2007 - June 2009
Lockton Companies, LLC June 2004 - April 2007
Skills
Legal Liability, Property & Casualty..., D&O, Professional Liability, Casualty, Underwriting, Insurance, Commercial Insurance, Employment Practices...
Education
Purdue University - Krannert School of Management 2000 — 2004
Management, Finance
Jaclyn Ross, ARM's Lockton Companies, LLC Experience April 2011 - Present
Job Account Executive at Lockton Companies, LLC
Industry Insurance
Experience
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, 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
Nathan Solis's Lockton Companies, LLC Experience February 2004 - December 2012
Job Account Executive, National Accounts Property at The Travelers Companies
Industry Insurance
Experience
The Travelers Companies December 2012 - Present
Lockton Companies LLC February 2004 - December 2012
Skills
Insurance, Commercial Insurance, Property & Casualty..., Brokers, Underwriting, General Insurance, Liability, Professional Liability, Account Management, Casualty, Workers Compensation
Education
University of Kansas 2000 — 2003
Bachelor of General Studies
Fort Scott Community College 1999 — 2000
The Travelers Companies December 2012 - Present
Lockton Companies LLC February 2004 - December 2012
Skills
Insurance, Commercial Insurance, Property & Casualty..., Brokers, Underwriting, General Insurance, Liability, Professional Liability, Account Management, Casualty, Workers Compensation
Education
University of Kansas 2000 — 2003
Bachelor of General Studies
Fort Scott Community College 1999 — 2000
Kimberly Decker's Lockton Companies, LLC Experience October 2005 - April 2011
Job Homemaker at Home
Industry Insurance
Experience
Home September 2012 - Present
State Farm Insurance February 2012 - September 2012
Evaluating New Opportunities April 2011 - February 2012
Lockton Companies, LLC October 2005 - April 2011
Aon Consulting December 1999 - October 2005
State Farm Insurance December 1996 - December 1999
Skills
Insurance, Employee Benefits, Commercial Insurance, Customer Service, Term Life Insurance, Health Insurance, Property & Casualty..., Underwriting, Account Management, Claim, Sales, Benefits Administration, Life Insurance, Health Savings Accounts, Disability Insurance, Marketing, Negotiation, Sales Management
Education
Stephen F. Austin State University 1990 — 1995
BBA, General Business Major, English Minor, Math Minor
Home September 2012 - Present
State Farm Insurance February 2012 - September 2012
Evaluating New Opportunities April 2011 - February 2012
Lockton Companies, LLC October 2005 - April 2011
Aon Consulting December 1999 - October 2005
State Farm Insurance December 1996 - December 1999
Skills
Insurance, Employee Benefits, Commercial Insurance, Customer Service, Term Life Insurance, Health Insurance, Property & Casualty..., Underwriting, Account Management, Claim, Sales, Benefits Administration, Life Insurance, Health Savings Accounts, Disability Insurance, Marketing, Negotiation, Sales Management
Education
Stephen F. Austin State University 1990 — 1995
BBA, General Business Major, English Minor, Math Minor
Dana Davis, SPHR's Lockton Companies, LLC Experience March 1998 - June 2013
Job Human Resources Manager/Director
Industry Human Resources
Experience
Lockton Companies, LLC March 1998 - June 2013
Bausch & Lomb - Outlook Eyewear Company October 1992 - June 1996
United Artists Theatre Circuit, Inc. March 1992 - October 1992
Fred Schmid Appliances & Electronics Company November 1986 - June 1991
Skills
Employee Benefits, Onboarding, Employee Relations, Human Resources, Performance Management, Deferred Compensation, Benefits Administration, Workers Compensation, HRIS, Workforce Planning, Succession Planning, Talent Acquisition, Talent Development, Coaching, Professional Mentoring, Temporary Placement, Employee Retention &..., Compensation Planning &..., Policy Development &..., Culture Management, Legal & Compliance, Strategic Planning, Project Management, Mergers & Acquisitions, Multi-Site Experience
Education
Colorado State University
Bachelor of Business Administration (B.B.A.), Management & Industrial Relations
Lockton Companies, LLC March 1998 - June 2013
Bausch & Lomb - Outlook Eyewear Company October 1992 - June 1996
United Artists Theatre Circuit, Inc. March 1992 - October 1992
Fred Schmid Appliances & Electronics Company November 1986 - June 1991
Skills
Employee Benefits, Onboarding, Employee Relations, Human Resources, Performance Management, Deferred Compensation, Benefits Administration, Workers Compensation, HRIS, Workforce Planning, Succession Planning, Talent Acquisition, Talent Development, Coaching, Professional Mentoring, Temporary Placement, Employee Retention &..., Compensation Planning &..., Policy Development &..., Culture Management, Legal & Compliance, Strategic Planning, Project Management, Mergers & Acquisitions, Multi-Site Experience
Education
Colorado State University
Bachelor of Business Administration (B.B.A.), Management & Industrial Relations
Deanna Zahn's Lockton Companies, LLC Experience May 2009 - 2011
Job Assistant Vice President; Team Leader; Commercial Property Casualty Account Executive; Willis of Colorado, Inc.
Industry Insurance
Experience
Willis May 2011 - Present
Lockton Companies, LLC May 2009 - 2011
Aon Risk Services 2008 - 2009
Wachovia Insurance Services 2003 - 2008
Skills
Commercial Insurance, Property & Casualty..., Account Management, Workers Compensation, Sales, Brokers, Marketing, Insurance, Contract Negotiation, Team Leadership, Risk Management, Legal Liability, Leadership, Management, Professional Liability, Liability, General Insurance
Education
The University of Texas at Dallas 2009 — 2011
Masters, Public Affairs; Certificate in Local Gov.Mgmt; Emphasis in Non-Profit Mgmt., Honors
University of Nebraska-Lincoln 1987 — 1992
BA, Communication Studies
Willis May 2011 - Present
Lockton Companies, LLC May 2009 - 2011
Aon Risk Services 2008 - 2009
Wachovia Insurance Services 2003 - 2008
Skills
Commercial Insurance, Property & Casualty..., Account Management, Workers Compensation, Sales, Brokers, Marketing, Insurance, Contract Negotiation, Team Leadership, Risk Management, Legal Liability, Leadership, Management, Professional Liability, Liability, General Insurance
Education
The University of Texas at Dallas 2009 — 2011
Masters, Public Affairs; Certificate in Local Gov.Mgmt; Emphasis in Non-Profit Mgmt., Honors
University of Nebraska-Lincoln 1987 — 1992
BA, Communication Studies
Diana Barnard's Lockton Companies, LLC Experience July 2001 - Present
Job Vice President at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC July 2001 - Present
Education
Baylor University 1988 — 1992
Bachelor of Science, Mathematics
The University of Dallas 1999 — 2002
MBA, Business Management
Lockton Companies, LLC July 2001 - Present
Education
Baylor University 1988 — 1992
Bachelor of Science, Mathematics
The University of Dallas 1999 — 2002
MBA, Business Management
Chase Booth's Lockton Companies, LLC Experience May 2005 - August 2009
Job District Sales Manager at Keystone RV
Industry Wholesale
Experience
Keystone RV August 2009 - Present
Lockton Companies, LLC May 2005 - August 2009
Skills
Account Management, Customer Satisfaction, Insurance, Negotiation, New Business Development, Sales, Sales Management, Sales Process, Team Building, Forecasting, Business Planning, Marketing, B2B, Retail, Selling
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Business Administration - Finance
Keystone RV August 2009 - Present
Lockton Companies, LLC May 2005 - August 2009
Skills
Account Management, Customer Satisfaction, Insurance, Negotiation, New Business Development, Sales, Sales Management, Sales Process, Team Building, Forecasting, Business Planning, Marketing, B2B, Retail, Selling
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Business Administration - Finance
Debbie Russo's Lockton Companies, LLC Experience September 2005 - February 2014
Job Senior Benefit Consultant at HUB International Midwest
Industry Insurance
Experience
HUB International Midwest March 2014 - Present
Lockton Companies, LLC September 2005 - February 2014
The Segal Company March 2000 - September 2005
Skills
Insurance, Employee Benefits, Health Insurance, Underwriting, Disability Insurance, Property & Casualty..., Health Savings Accounts, Healthcare
Education
Ohio University 1995 — 1999
HUB International Midwest March 2014 - Present
Lockton Companies, LLC September 2005 - February 2014
The Segal Company March 2000 - September 2005
Skills
Insurance, Employee Benefits, Health Insurance, Underwriting, Disability Insurance, Property & Casualty..., Health Savings Accounts, Healthcare
Education
Ohio University 1995 — 1999
John Esslinger's Lockton Companies, LLC Experience March 2008 - February 2010
Job Chief Medical Officer at UnitedHealthcare Community PlanKansas
Industry Insurance
Experience
UnitedHealthcare Community Plan-Kansas June 2014 - Present
Physicians United Plan September 2013 - June 2014
Optum January 2012 - August 2013
Aetna February 2010 - January 2012
Lockton Companies, LLC March 2008 - February 2010
Wellcare Health Plans, Inc. January 2004 - March 2008
Aetna June 2001 - December 2003
Alere Medical January 1999 - June 2001
Children's Hospital & Medical Center - Omaha 1997 - 1998
Skills
Utilization Management, Medicaid, Managed Care, Medical Management, Healthcare, Healthcare Analytics, Healthcare Information..., Medicare, Healthcare Consulting, Hospitals, Management, Physicians, Healthcare Management, Disease Management, Leadership, Health Insurance, Employee Benefits, Quality Improvement, Case Managment, Home Care, Provider Relations, Medicine, Medicare Part D, Health Policy, Clinical Research, Insurance, NCQA, Healthcare Industry, EMR, HIPAA, Medicaid Managed Care, Health Care Reform, Pediatrics, HMO, Accountable Care, Credentialing, PPO, Network Development, HEDIS, Physician Relations, Case Management
Education
Tulane University School of Medicine 1997 — 1998
MMM
University of Minnesota Medical School 1976 — 1980
MD
UnitedHealthcare Community Plan-Kansas June 2014 - Present
Physicians United Plan September 2013 - June 2014
Optum January 2012 - August 2013
Aetna February 2010 - January 2012
Lockton Companies, LLC March 2008 - February 2010
Wellcare Health Plans, Inc. January 2004 - March 2008
Aetna June 2001 - December 2003
Alere Medical January 1999 - June 2001
Children's Hospital & Medical Center - Omaha 1997 - 1998
Skills
Utilization Management, Medicaid, Managed Care, Medical Management, Healthcare, Healthcare Analytics, Healthcare Information..., Medicare, Healthcare Consulting, Hospitals, Management, Physicians, Healthcare Management, Disease Management, Leadership, Health Insurance, Employee Benefits, Quality Improvement, Case Managment, Home Care, Provider Relations, Medicine, Medicare Part D, Health Policy, Clinical Research, Insurance, NCQA, Healthcare Industry, EMR, HIPAA, Medicaid Managed Care, Health Care Reform, Pediatrics, HMO, Accountable Care, Credentialing, PPO, Network Development, HEDIS, Physician Relations, Case Management
Education
Tulane University School of Medicine 1997 — 1998
MMM
University of Minnesota Medical School 1976 — 1980
MD
Mark Zwickel's Lockton Companies, LLC Experience March 1996 - Present
Job Executive VP at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC March 1996 - Present
Jardine Insurance Brokers March 1988 - March 1996
Skills
Commercial Insurance, Professional Liability, Casualty, Legal Liability, Liability, Brokers, Underwriting, Employment Practices..., Workers Compensation, D&O, Reinsurance, Insurance, Captives, Commercial Lines, Excess
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
BBA, Insurance
Lockton Companies, LLC March 1996 - Present
Jardine Insurance Brokers March 1988 - March 1996
Skills
Commercial Insurance, Professional Liability, Casualty, Legal Liability, Liability, Brokers, Underwriting, Employment Practices..., Workers Compensation, D&O, Reinsurance, Insurance, Captives, Commercial Lines, Excess
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
BBA, Insurance
Eric Hirschberg's Lockton Companies, LLC Experience 2001 - Present
Job Exec Vice President, Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC 2001 - Present
Education
Stanford University 1975 — 1980
Lockton Companies, LLC 2001 - Present
Education
Stanford University 1975 — 1980
Michelle Vicary's Lockton Companies, LLC Experience March 2010 - September 2012
Job Internal Sales Manager at SquareTwo Financial
Industry Financial Services
Experience
SquareTwo Financial September 2014 - Present
SquareTwo Financial May 2013 - September 2014
Terumo BCT January 2013 - May 2013
Lockton Companies, LLC March 2010 - September 2012
Weichert Insurance Agency July 2008 - January 2010
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, New Business Development, Casualty, Customer Service, Sales, Human Resources, Outlook, Management, Interviews, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Business Administration; Human Resources Management
SquareTwo Financial September 2014 - Present
SquareTwo Financial May 2013 - September 2014
Terumo BCT January 2013 - May 2013
Lockton Companies, LLC March 2010 - September 2012
Weichert Insurance Agency July 2008 - January 2010
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, New Business Development, Casualty, Customer Service, Sales, Human Resources, Outlook, Management, Interviews, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Business Administration; Human Resources Management
Rymante Vizgirda's Lockton Companies, LLC Experience March 2003 - March 2006
Job OneMarsh Process Expert
Industry Insurance
Experience
MARSH, INC. September 2014 - Present
MARSH, INC. July 2011 - September 2014
DEWITT STERN OF CA / MOMENTOUS INSURANCE BROKERAGE August 2008 - October 2008
QUORUM RISK & INSURANCE SOLUTIONS, INC fka FC MORGAN July 2006 - August 2008
LOCKTON COMPANIES, LLC March 2003 - March 2006
MARSH & MCLENNAN, INC. May 2002 - February 2003
BALTO LINK INSURANCE BROKER February 2000 - February 2002
MARSH & MCLENNAN, INC. March 1998 - October 1999
MARSH & MCLENNAN, INC. October 1993 - October 1999
MARSH & MCLENNAN, INC. September 1993 - October 1994
Skills
Office 2007, Windows..., Bilingual – fluent..., Comfortable in..., Insurance, Employee Benefits, Underwriting, Property & Casualty..., Casualty, Professional Liability, Program Management, Commercial Insurance, Marketing, Brokers, D&O, Liability, General Insurance, Risk Management, Proposal Writing
Education
Moorpark College 1986 — 1988
Undecided
Glendale College 1985 — 1986
Undecided
Westlake High School 1982 — 1985
Diploma
PLUS
Registered Professional Liability Underwriter (RPLU) Designation, in progress
Wausau Insurance Companies
Professional Development – Principles in Insurance
California Department of Insurance
Active, Fire & Casualty Broker License
Wharton School of Business
CEBS I Course (Certified Employee Benefits Specialist)
MARSH, INC. September 2014 - Present
MARSH, INC. July 2011 - September 2014
DEWITT STERN OF CA / MOMENTOUS INSURANCE BROKERAGE August 2008 - October 2008
QUORUM RISK & INSURANCE SOLUTIONS, INC fka FC MORGAN July 2006 - August 2008
LOCKTON COMPANIES, LLC March 2003 - March 2006
MARSH & MCLENNAN, INC. May 2002 - February 2003
BALTO LINK INSURANCE BROKER February 2000 - February 2002
MARSH & MCLENNAN, INC. March 1998 - October 1999
MARSH & MCLENNAN, INC. October 1993 - October 1999
MARSH & MCLENNAN, INC. September 1993 - October 1994
Skills
Office 2007, Windows..., Bilingual – fluent..., Comfortable in..., Insurance, Employee Benefits, Underwriting, Property & Casualty..., Casualty, Professional Liability, Program Management, Commercial Insurance, Marketing, Brokers, D&O, Liability, General Insurance, Risk Management, Proposal Writing
Education
Moorpark College 1986 — 1988
Undecided
Glendale College 1985 — 1986
Undecided
Westlake High School 1982 — 1985
Diploma
PLUS
Registered Professional Liability Underwriter (RPLU) Designation, in progress
Wausau Insurance Companies
Professional Development – Principles in Insurance
California Department of Insurance
Active, Fire & Casualty Broker License
Wharton School of Business
CEBS I Course (Certified Employee Benefits Specialist)
Claire May's Lockton Companies, LLC Experience June 2010 - Present
Job Vice PresidentClaims at Lockton Companies LLC
Industry Insurance
Experience
Lockton Companies LLC June 2010 - Present
Aon Risk Servicess January 2001 - June 2010
Gates McDonald 1996 - 2001
Skills
General Liability, Claims Management, Insurance Claims, Commercial Insurance, Property & Casualty..., Claims, Workers Compensation, Litigation Management, Product Liability, Brokers, Commercial Lines, Excess, Claim, Professional Liability, Legal Liability, Casualty, Liability
Education
University of Maryland College Park 1979 — 1982
Bachelor’s Degree, Political Science and Government, Minor in Business
University of Baltimore School of Law
Lockton Companies LLC June 2010 - Present
Aon Risk Servicess January 2001 - June 2010
Gates McDonald 1996 - 2001
Skills
General Liability, Claims Management, Insurance Claims, Commercial Insurance, Property & Casualty..., Claims, Workers Compensation, Litigation Management, Product Liability, Brokers, Commercial Lines, Excess, Claim, Professional Liability, Legal Liability, Casualty, Liability
Education
University of Maryland College Park 1979 — 1982
Bachelor’s Degree, Political Science and Government, Minor in Business
University of Baltimore School of Law
Sarah Gorman's Lockton Companies, LLC Experience September 2008 - August 2012
Job Insurance/Risk Management Professional
Industry Insurance
Experience
Willis September 2013 - January 2015
Southwest Risk Management, LLC August 2012 - January 2013
Lockton Companies, LLC September 2008 - August 2012
Aon Risk Insurance Services West, Inc. August 2007 - February 2008
Willis of Arizona, Inc. July 1997 - April 2007
Skills
Underwriting, Commercial Insurance, Workers Compensation, Property & Casualty..., Legal Liability, Liability, Professional Liability, Insurance, Casualty, Claims Management, D&O, Commercial Lines, Umbrella Insurance, Captives, Reinsurance, Excess, Employment Practices..., Liability Analysis, Insurance Brokerage, General Insurance, Inland Marine, Brokers, Claim, Risk Management
Education
Hardin-Simmons University
Willis September 2013 - January 2015
Southwest Risk Management, LLC August 2012 - January 2013
Lockton Companies, LLC September 2008 - August 2012
Aon Risk Insurance Services West, Inc. August 2007 - February 2008
Willis of Arizona, Inc. July 1997 - April 2007
Skills
Underwriting, Commercial Insurance, Workers Compensation, Property & Casualty..., Legal Liability, Liability, Professional Liability, Insurance, Casualty, Claims Management, D&O, Commercial Lines, Umbrella Insurance, Captives, Reinsurance, Excess, Employment Practices..., Liability Analysis, Insurance Brokerage, General Insurance, Inland Marine, Brokers, Claim, Risk Management
Education
Hardin-Simmons University
Sarah Farr Stinson's Lockton Companies, LLC Experience October 2010 - February 2015
Job Associate Consultant at Dominium Benefits, LLC
Industry Insurance
Experience
Dominium Benefits, LLC February 2015 - Present
Lockton Companies, LLC October 2010 - February 2015
Lockton Companies October 2008 - October 2010
Skills
Health Savings Accounts, Brokers, Insurance, Health Insurance, Account Management, Employee Benefits, COBRA, Marketing
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration, Marketing
Dominium Benefits, LLC February 2015 - Present
Lockton Companies, LLC October 2010 - February 2015
Lockton Companies October 2008 - October 2010
Skills
Health Savings Accounts, Brokers, Insurance, Health Insurance, Account Management, Employee Benefits, COBRA, Marketing
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration, Marketing
Don Scurlock's Lockton Companies, LLC Experience May 2005 - Present
Job Information Technology Specialist at Lockton Companies LLC
Industry
Experience
Lockton Companies LLC May 2005 - Present
Skills
Microsoft Office, Active Directory, Troubleshooting, Windows, XP, Citrix, Windows 7, Help Desk Support, Insurance
Education
Lamar University 1980 — 1984
Pathology, Business-Industrial Engineering
Lockton Companies LLC May 2005 - Present
Skills
Microsoft Office, Active Directory, Troubleshooting, Windows, XP, Citrix, Windows 7, Help Desk Support, Insurance
Education
Lamar University 1980 — 1984
Pathology, Business-Industrial Engineering
Serena Daugherty's Lockton Companies, LLC Experience January 2006 - Present
Job Claims Account Administrator at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC January 2006 - Present
Skills
Insurance, Risk Management, Strategic Planning, Leadership, Marketing, Property & Casualty..., Underwriting, Microsoft Excel, Account Management, Commercial Insurance
Education
Missouri Western State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Missouri Western State University
Lockton Companies, LLC January 2006 - Present
Skills
Insurance, Risk Management, Strategic Planning, Leadership, Marketing, Property & Casualty..., Underwriting, Microsoft Excel, Account Management, Commercial Insurance
Education
Missouri Western State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Missouri Western State University
Liane Williams, PHR's Lockton Companies, LLC Experience July 2007 - February 2013
Job Associate Director of Benefits and Compensation at Five Guys Enterprises
Industry Human Resources
Experience
Five Guys Enterprises January 2015 - Present
Hanley Wood February 2013 - January 2015
Lockton Companies, LLC July 2007 - February 2013
Skills
Human Resources, Health Insurance, Coordinate 5500 Filings..., Manage Open Enrollment..., Wellness Consultant to..., Experience in strategic..., Experience in benefit..., Experience in budget..., Responsible for ongoing..., Experience designing..., Experience with FMLA,..., Effective verbal,..., Effective..., Ability to deal..., Extensive knowledge of..., Extensive knowledge of..., Ability to analyze..., ADP HRB, Experience with ADP..., Insurance, Training, Management, Employee Benefits, COBRA
Education
Towson University
BS, Communication Studies
Five Guys Enterprises January 2015 - Present
Hanley Wood February 2013 - January 2015
Lockton Companies, LLC July 2007 - February 2013
Skills
Human Resources, Health Insurance, Coordinate 5500 Filings..., Manage Open Enrollment..., Wellness Consultant to..., Experience in strategic..., Experience in benefit..., Experience in budget..., Responsible for ongoing..., Experience designing..., Experience with FMLA,..., Effective verbal,..., Effective..., Ability to deal..., Extensive knowledge of..., Extensive knowledge of..., Ability to analyze..., ADP HRB, Experience with ADP..., Insurance, Training, Management, Employee Benefits, COBRA
Education
Towson University
BS, Communication Studies
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO