Marsh Private Client Life Insurance Services
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Marsh Private Client Life Insurance Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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