Marsh Private Client Life Insurance Services

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Marsh Private Client Life Insurance Services Employees

Employee
Years
Job
Industry
Vanessa Gatewood Vanessa Gatewood San Francisco, California Details
Vanessa Gatewood's Marsh Private Client Life Insurance Services Experience December 2003 - December 2008
Job Executive Services Associate at Quantcast
Industry Marketing and Advertising
Experience
Quantcast  May 2014 - Present
St. Matthew's Parish School   July 2013 - May 2014
St. Matthew's Parish School   July 2010 - June 2013
Stanford Powwow Committee   September 2007 - May 2010
Law Offices of Jeffrey N. Sardell   July 2009 - September 2009
Marsh Private Client Life Insurance Services   December 2003 - December 2008
81 Design   July 2008 - August 2008

Skills
Fundraising, Community Outreach, Event Planning, Social Media, Editing, Nonprofits, Communication, Education, Major Donor Cultivation, Office Administration, Diversity, Cultural Competency, Diversity & Inclusion..., Blogging, Microsoft Excel, Organization, Writing, Non-profits, Research, Leadership, Problem Solving, Tutoring, Coaching

Education
Stanford University   2006 — 2010
Bachelor of Arts (B.A.), Communication

William Howard Taft High School

S Noelle Thomas S Noelle Thomas Orange County, California Area Details
S Noelle Thomas's Marsh Private Client Life Insurance Services Experience 2010 - 2014
Job Senior Client Technical Services at TBG West
Industry Insurance
Experience
Marsh Private Client Life Insurance Services   2010 - 2014
T13Media LLC   2007 - 2010
TBG West   1996 - 2007

Skills
Marketing, Content Management, Data Analysis, New Business Development, Advertising, Marketing Communications, Marketing Strategy

Education
California State University-Fullerton
Bachelor of Arts (B.A.), Marketing

Golden West College
Associate of Arts (A.A.), Graphic Design

Chip Morgan Chip Morgan Simi Valley, California Details
Chip Morgan's Marsh Private Client Life Insurance Services Experience July 2008 - August 2012
Job Insurance Sales
Industry Financial Services
Experience
Capitas Financial  December 2012 - October 2013
Marsh Private Client Life Insurance Services   July 2008 - August 2012
Leisure Werden & Terry  February 1999 - July 2008

Skills
Long-term Care, Disability Insurance, Insurance, Fixed Annuities, Brokers, Life Insurance, Underwriting, Retirement, Health Insurance, Retirement Planning, Long Term Care Insurance, Financial Planners, Estate Planning, Employee Benefits

Education
California State University-Northridge

Ronald M. Schneider, CLU, ChFC Ronald M. Schneider, CLU, ChFC Greater Boston Area Details
Ronald M. Schneider, CLU, ChFC's Marsh Private Client Life Insurance Services Experience September 2000 - April 2009
Job Vice President, at Brokers Service Marketing Group, LLC.
Industry Insurance
Experience
Brokers Service Marketing Group, LLC.   October 2009 - Present
Marsh Private Client Life Insurance Services   September 2000 - April 2009

Skills
Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Long Term Care Insurance, Retirement Planning, Whole Life, Retirement, Underwriting, Series 6, Estate Planning, Disability Insurance, Series 63, Financial Planners, Insurance Planning, Universal Life, Brokerage, Annuity, Wealth Management, Financial Planning, Succession Planning, Wholesaling, Business Planning, Deferred Compensation, Wealth Preservation, Executive Compensation, Small Business, Risk Assessment, Life Insurance

Education
Clark University   1974 — 1978
BS, Geography, Economics

Cynthia (Cindy) Goldberg Cynthia (Cindy) Goldberg Greater Los Angeles Area Details
Cynthia (Cindy) Goldberg's Marsh Private Client Life Insurance Services Experience November 1999 - November 2012
Job Senior Case Manager/Premier Case Services at LPL Financial
Industry Insurance
Experience
Marsh-Private Client Life Insurance Services  November 1999 - November 2012

Skills
Microsoft Office, Citrix, XRAE risk assessment..., iPipeline forms/term..., Paperclip Document..., OFAC reporting program, Oracle - General Agency..., Oracle/Zebu Integrated..., EBIX Agency Management..., Training, Insurance, Leadership, Coaching, Customer Service, Project Management, Microsoft Word, New Business Development, Sales, Business Planning, CRM, Management, Life Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Disability Insurance, Health Insurance, Risk Management

Education
Rider University
Bachelor of Arts (B.A.), Education

Andrea McFadden Andrea McFadden Thousand Oaks, California Details
Andrea McFadden's Marsh Private Client Life Insurance Services Experience 2004 - 2012
Job Physician Assistant at Quality Urgent Care of Simi Valley
Industry Medical Practice
Experience
Quality Urgent Care of Simi Valley   January 2013 - Present
Women's Resource Center, Conejo Valley   2005 - Present
Marsh Private Client Life Insurance Services   2004 - 2012
Second Opinion Insurance Services   1999 - 2004
Community Medical Group  1993 - 1999

Skills
Insurance, Risk Management, Healthcare, Underwriting, Medicine, Managed Care, Life Insurance, Pediatrics, Workers Compensation, Orthopedic, Treatment, Family Medicine, Leadership, Physicians

Education
Saint Louis University
Bachelor of Science in Medicine, Physician Assistant Program

University of Kansas
Bachelor of Arts (B.A.), Human Development plus Psychology

Larry Uleman Larry Uleman Stevenson Ranch, California Details
Larry Uleman's Marsh Private Client Life Insurance Services Experience August 2008 - September 2012
Job Personal Financial Representative at Allstate
Industry Insurance
Experience
Allstate  August 2014 - Present
Flynn Associates (GBS Insurance Services)   September 2012 - August 2014
Marsh Private Client Life Insurance Services   August 2008 - September 2012
Pacific Life  January 2006 - April 2008
Pacific Life  November 2004 - January 2006
Pacific Life  September 2000 - November 2004

Skills
Leadership, Training, Insurance, Marketing, CRM, Sales, Employee Benefits, Life Insurance, Fixed Annuities, Sales Management, Investments, Customer Service

Education
California State University   1997 — 1999
BA, Literature and Writing Studies

California State University-San Marcos   1997 — 1999
Bachelor's degree, English Language and Literature, General

Diana Tait CLU Diana Tait CLU Orange County, California Area Details
Diana Tait CLU's Marsh Private Client Life Insurance Services Experience 2001 - 2014
Job Compliance Professional
Industry Insurance
Experience
Marsh Private Client Life Insurance Services   2001 - 2014
Fraser Financial and Insurance Services   1994 - 2001

Education
Occidental College
Bachelor of Arts (B.A.), Political Science and Government

The American College
Chartered Life Underwriter (CLU), Insurance

Jasmin Gantt Jasmin Gantt Winnetka, California Details
Jasmin Gantt's Marsh Private Client Life Insurance Services Experience 2004 - 2012
Job Vendor Operations Analyst at Health Net
Industry Insurance
Experience
Health Net  June 2015 - Present
Ebix  February 2013 - September 2014
Marsh Private Client Life Insurance Services   2004 - 2012
AIG  August 2001 - March 2004

Skills
Sales Commissions, Bank Reconciliation, Accruals, Revenue Recognition, Year-end Close, Cash Receipts, Monthly Close, Business Analysis, Insurance, Agile Project Management, Project Management, Microsoft Office, Vendor Management, Process Improvement, Customer Service

Education
University of Phoenix-Southern California Campus   1998 — 2000
B.S. Business Management

Santa Monica College   1996 — 1998
Associates Degree

Shane Harkins Shane Harkins Dallas/Fort Worth Area Details
Shane Harkins's Marsh Private Client Life Insurance Services Experience December 2002 - April 2008
Job Sr. IT Systems Administrator at Federal Home Loan Bank of Dallas
Industry Insurance
Experience
Federal Home Loan Bank of Dallas  March 2009 - Present
Ash Brokerage  April 2008 - March 2009
Marsh Private Client Life Insurance Services   December 2002 - April 2008
Centrelink Insurance & Financial Services   December 2002 - April 2005

Education
Oregon Institute of Technology   1994 — 1995
none, Civil Engineering

The University of North Dakota   1992 — 1994
none, General

Clifford Dugan, CLU, ChFC Clifford Dugan, CLU, ChFC Dallas/Fort Worth Area Details
Clifford Dugan, CLU, ChFC's Marsh Private Client Life Insurance Services Experience November 2008 - Present
Job Vice President Marsh Private Client Life Insurance Services
Industry Financial Services
Experience
Marsh Private Client Life Insurance Services   November 2008 - Present
Marsh  2008 - Present
John Hancock  December 2005 - February 2008
New York Life  June 2002 - November 2004
New York Life  April 1987 - June 2002

Education
Southeast Missouri State University

Raluca Waters Raluca Waters Greater Los Angeles Area Details
Raluca Waters's Marsh Private Client Life Insurance Services Experience September 2008 - November 2012
Job Case Design Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial  August 2014 - Present
Capstone Partners Financial and Insurance Services  January 2013 - December 2013
Marsh Private Client Life Insurance Services   September 2008 - November 2012
Flynn Associates  January 2002 - September 2008
Pacific Life  April 2000 - January 2002
Ian H. Graham Insurance   July 1997 - April 2000

Skills
Life Insurance, Marketing, ExactTarget, Subscriber Mail, Adobe InDesign, Microsoft Office, Lotus Notes, Organizational..., Business Analysis, Interpersonal Skill, Flexibility, Customer Service, Microsoft Word, InDesign, Brokers, Disability Insurance, Underwriting, Fixed Annuities, Retirement, Long-term Care

Education
Glendale Community College

Chris Gough, CLU, ChFC Chris Gough, CLU, ChFC Greater Los Angeles Area Details
Chris Gough, CLU, ChFC's Marsh Private Client Life Insurance Services Experience 1994 - Present
Job Website Manager at Marsh PCLIS
Industry Insurance
Experience
Marsh PCLIS   July 2004 - Present
Marsh Private Client Life Insurance Services   1994 - Present
Centrelink Insurance   July 2001 - July 2004
Centrelink Insurance   December 1994 - July 2001

Skills
Microsoft Office, Project Management, HTML, Microsoft Excel, Online Advertising, Customer Service, Email Marketing, PowerPoint, Social Media Marketing, Web Analytics, CSS, Photoshop, Microsoft Word

Education
Control Data Institute

Reed College

Kourtney Harris Kourtney Harris Los Angeles, California Details
Kourtney Harris's Marsh Private Client Life Insurance Services Experience May 2001 - August 2010
Job Bartender at Compass Group North America
Industry Entertainment
Experience
Compass Group North America  July 2013 - Present
Demonstrate   January 2013 - Present
Libations & Relations   December 2012 - Present
Trader Vic's Worldwide   August 2010 - September 2014
Griffins of Kinsale   July 2012 - July 2013
Citizen Salon   August 2010 - August 2012
Noé - Omni Hotel   September 2011 - July 2012
Argyle Event Staffing   May 2010 - June 2011
Marsh Private Client Life Insurance Services   May 2001 - August 2010

Skills
Bartending, Customer Relations, Risk Management, High Net Worth..., Life Insurance, Fashion Photography, Photojournalism, Brand Ambassadorship

Education
CSUN   2001 — 2009
BA, Biology