Marsh Private Client Services

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Marsh Private Client Services Employees

Employee
Years
Job
Industry
Leah (Zamkow) Zygler Leah (Zamkow) Zygler Greater New York City Area Details
Leah (Zamkow) Zygler's Marsh Private Client Services Experience May 2009 - June 2010
Job Vice President, High Net Worth Marketing at Neuberger Berman
Industry Marketing and Advertising
Experience
Neuberger Berman  November 2013 - Present
HNW  April 2011 - October 2013
AllianceBernstein  2010 - 2011
Marsh Private Client Services   May 2009 - June 2010
Marsh Private Client Services   March 2007 - April 2009
Marsh Private Client Services   May 2005 - March 2007
Rubenstein Public Relations  May 2004 - April 2005

Skills
Public Relations, Advertising, Event Planning, Direct Marketing, Sponsorship, Marketing Communications, Internal Communications, Email Marketing, Marketing Strategy, Media Relations, Corporate Communications, Social Media Marketing, Press Releases, Management, Integrated Marketing, Digital Marketing

Education
Indiana University Bloomington   2000 — 2004
Bachelor of Arts, Journalism, concentration in advertising and communications

Jill Federico Jill Federico San Francisco Bay Area Details
Jill Federico's Marsh Private Client Services Experience September 2005 - August 2010
Job Maroevich, O' Shea & Coghlan Insurance
Industry Insurance
Experience
Maroevich, O'Shea & Coghlan Insurance   August 2010 - Present
Marsh Private Client Services   September 2005 - August 2010
State Farm Insurance  September 2001 - August 2005
John Hancock  1998 - 2001
MPV Securities   1995 - 1998

Skills
Sales, Insurance, Real Estate, Leadership, Employee Benefits, Management, New Business Development, Selling, Small Business, Risk Management, Liability, Commercial Insurance, Coaching, Team Building, General Insurance, Professional Liability, Strategic Planning, Customer Service, Account Management, Entrepreneurship, Property & Casualty...

Education
SUNY New Paltz

Erika Almquist Erika Almquist West Palm Beach, Florida Area Details
Erika Almquist's Marsh Private Client Services Experience 2013 - Present
Job Senior Client Advisor, Vice President at Marsh Private Client Services
Industry Insurance
Experience
Marsh Private Client Services   2013 - Present
Marsh Private Client Services   July 2007 - April 2013

Skills
Underwriting, Commercial Insurance, Brokers, General Insurance, Risk Management, Reinsurance, Workers Compensation

Education
Keene State College   1991 — 1995
Bachelor's Degree, Psychology

Gail Mazzei Gail Mazzei Palm Beach, Florida Details
Gail Mazzei's Marsh Private Client Services Experience February 2009 - Present
Job Office Manager at Marsh
Industry Insurance
Experience
Marsh Private Client Services   February 2009 - Present
Office Depot  2002 - 2005
Office Depot  2002 - 2005

Skills
Leadership, Customer Service, Insurance, Management, Sales, Property & Casualty..., Microsoft Excel, Event Planning, Marketing Strategy, Risk Management, Social Media

Education
Katharine Gibbs School

Tami Watters, CISR Tami Watters, CISR Boise, Idaho Area Details
Tami Watters, CISR's Marsh Private Client Services Experience 1999 - 2001
Job Office Manager at Christensen & Associates
Industry Insurance
Experience
Christensen & Associates   October 2002 - Present
Christensen & Associates Insurance Agency   October 2002 - Present
Marsh Private Client Services   1999 - 2001
Meridian Insurance Agency   June 1979 - July 1999

Skills
Insurance, Microsoft Excel, Umbrella Insurance, Liability, Disability Insurance, General Insurance, Property & Casualty..., Legal Liability, Commercial Insurance, Accounting, Health Insurance, Underwriting, Budgets, Casualty, Commercial Lines, Sales Management, Professional Liability, Workers Compensation, Casualty Insurance

Education
Boise State University   1979 — 1980
Business

Borah High School   1976 — 1979
High School

Maggie Tang, CISR Maggie Tang, CISR San Francisco Bay Area Details
Maggie Tang, CISR's Marsh Private Client Services Experience August 2013 - November 2014
Job Account Executive at NFP Private Client Group Specializes in Personal Insurance for HighNetWorth Families Nationwide
Industry Insurance
Experience
NFP Private Client Group   December 2014 - Present
Marsh Private Client Services   August 2013 - November 2014
Crystal & Company  February 2010 - August 2013
Pennbrook Insurance Services, Inc.   July 2007 - February 2010
ISU Lovering Insurance Services   March 2003 - July 2007

Skills
Insurance, Liability, Property & Casualty..., Underwriting, Risk Management, Employment Practices..., Brokers, Account Management, General Insurance, New Business Development, Umbrella Insurance, Life Insurance, Legal Liability, Commercial Insurance, Claims Management, Financial Risk, Casualty, Health Insurance, Professional Liability, Claim, Commercial Lines, Reinsurance, Workers Compensation, D&O, Casualty Insurance

Education
College of San Mateo   1999 — 2000
General Education

Alexandra B. Sissulak Alexandra B. Sissulak Greater Chicago Area Details
Alexandra B. Sissulak's Marsh Private Client Services Experience June 2006 - October 2010
Job Client Executive at Tave Risk Management
Industry Insurance
Experience
Tave Risk Management  March 2014 - Present
Chartwell Insurance Services   November 2010 - March 2014
Marsh Private Client Services   June 2006 - October 2010
Aon Private Risk Management  July 2001 - June 2006

Skills
Liability, Casualty, Insurance, Excess, General Liability, Risk Management, Property & Casualty..., General Insurance, Brokers, Customer Service, Claims, Asset, Coverage, Umbrella, Account Management, Risk, Microsoft Office, Professional Liability, Workers Compensation, Umbrella Insurance, Legal Liability, Claims Management, Commercial Insurance, Reinsurance, Claim, Insurance Brokerage, Financial Risk

Education
AICPCU   2003 — 2005
ARM, Associates of Risk Management

Millikin University   1996 — 2000
Bachelors, Music Performance

Jason Dagelewicz Jason Dagelewicz Bloomington/Normal, Illinois Area Details
Jason Dagelewicz's Marsh Private Client Services Experience 2004 - 2009
Job
Industry Information Technology and Services
Experience
IBM  August 2010 - January 2013
HOBI International, Inc.   April 2010 - July 2010
Marsh Private Client Services   2004 - 2009
Mercer Human Resource Consulting  2003 - 2004

Education
Southern Methodist University - Cox School of Business   2007 — 2009
MBA, Finance and Marketing

Southern Methodist University   2000 — 2004
Bachelors, Business/Marketing, Psychology

Plano Senior High School

David Solie, MS, PA David Solie, MS, PA Greater Los Angeles Area Details
David Solie, MS, PA's Marsh Private Client Services Experience September 2004 - December 2010
Job President at RiskTutor, Inc.
Industry Professional Training & Coaching
Experience
RiskTutor, Inc.   January 2011 - Present
Marsh Private Client Services   September 2004 - December 2010
Second Opinion   1985 - 2004

Skills
Compassion, Healthcare, Consumer Insights, Stories, Storytelling, Customer Insight, Public Speaking, Leadership, Elder Care, Business Planning, Strategic Communications, Strategic Planning, Program Management, Estate Planning, Marketing Strategy, Social Media, Public Relations, Integrated Marketing, Seniors, Insurance, Risk Management, Management, Marketing, Life Insurance, Sales, Wealth

Education
University of Colorado School of Medicine   1976 — 1979
CHA, PA, Pediatric Medicine, Family Medicine

University of Manitoba   1972 — 1974
MA, English Literature

University of Washington   1969 — 1972
BA, English Literature

April Rey April Rey Greater Boston Area Details
April Rey's Marsh Private Client Services Experience May 2012 - Present
Job Assistant Vice President & Senior Client Advisor at Marsh
Industry Insurance
Experience
Marsh Private Client Services   May 2012 - Present
Willis Private Client Group   March 2010 - June 2012
William Gallagher Associates  September 2008 - February 2010
William Gallagher Associates  October 2001 - September 2008
NETC  June 1999 - September 2001

Skills
Insurance, High Net Worth..., Program Management, Risk Management, Financial Risk, Claim, Brokers, Commercial Insurance, General Insurance, Liability, Professional Liability, Property

Education
University of New Hampshire   1995 — 1999
BA, Spanish, Education

New Hampton School

Cindy Saddler Cindy Saddler Greater Los Angeles Area Details
Cindy Saddler's Marsh Private Client Services Experience October 1999 - March 2004
Job Community Affairs & Research
Industry Insurance
Experience
PLI Brokerage  March 2004 - January 2005
Marsh Private Client Services   October 1999 - March 2004
R&R Partners  February 1999 - October 1999
MGM MIRAGE  June 1997 - October 1999

Skills
Brokers, Insurance

Education
California State University-Long Beach   1991 — 1996
Bachelor, Political Science

Tim Waterworth, CFP®, ChFC, CLU Tim Waterworth, CFP®, ChFC, CLU Dallas/Fort Worth Area Details
Tim Waterworth, CFP®, ChFC, CLU's Marsh Private Client Services Experience 2002 - 2005
Job President at Waterworth Wealth Advisors, LLC
Industry Financial Services
Experience
Waterworth Wealth Advisors, LLC   May 2011 - Present
Strategic Wealth Management, LLC  September 2008 - April 2011
Fidelity Investments  2006 - 2008
Marsh Private Client Services   2002 - 2005
John Hancock  2000 - 2002

Education
University of Nebraska at Omaha   1980 — 1984
BSBA, Economics, Real Estate Investment

Azeema Hartley Azeema Hartley New Rochelle, New York Details
Azeema Hartley's Marsh Private Client Services Experience January 2003 - February 2004
Job CoPresident, Early Childhood Education / Non Profit Organization
Industry Insurance
Experience
Mamaroneck Community Nursery School   September 2012 - Present
The Private Risk Management Association   2015 - 2015
Mamaroneck Community Nursery School   September 2010 - September 2012
Mamaroneck Community Nursery School   September 2009 - September 2010
Bruce Gendelman Company, Inc   February 2004 - August 2009
Marsh Private Client Services   January 2003 - February 2004
Legal Aid Society  April 2002 - January 2003
AIG  March 2000 - April 2002

Skills
Property & Casualty..., Fundraising, Insurance Brokerage, Underwriting, Fine Art, Event Planning, Marketing Strategy, Marketing Communications, Market Research, Direct Marketing, Email Marketing, Sales Presentations, Direct Mail, Survey Design, Coordinating Events, Volunteer Management, Community Development, Nonprofits

Education
City University of New York-Baruch College - Zicklin School of Business   1998 — 2002
Bachelor of Business Administration (BBA), Marketing

Jeff Russo Jeff Russo Pittsburgh, Pennsylvania Details
Jeff Russo's Marsh Private Client Services Experience 2004 - 2005
Job Territory Financial Sales Leader Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services  November 2008 - Present
OnSite Information Systems Inc.   August 2008 - Present
S&T Wealth Management   March 2006 - March 2008
Marsh - Private Client Services  2004 - 2005
Dreyfus Investments / Mellon Financial Services   1997 - 2002
Russo Financial Group   1995 - 1997
Prudential Financial  1987 - 1994

Skills
Leadership, Business Development, Insurance, Strategic Planning, Recruiting, Business Planning, Retirement Planning, Team Building, Financial Services, Wealth Management, Series 7, Series 63, Retirement, Life Insurance, Finance, Customer Retention, Sales Operations, Process Improvement, Fixed Annuities, Marketing, Sales, 401k, Series 6, Disability Insurance, IRAs, Term Life Insurance, Variable Annuities, Mutual Funds, Strategic Financial..., Asset Allocation, Financial Advisory, Financial Planning, Management, Sales Management, Risk Management, Investments

Education
Clarion University of Pennsylvania   1982 — 1985

Plum Senior High School   1979 — 1982
Diploma

Caroline Mills-White, FCIP, AIPC Caroline Mills-White, FCIP, AIPC Toronto, Canada Area Details
Caroline Mills-White, FCIP, AIPC's Marsh Private Client Services Experience April 2011 - April 2013
Job Senior Vice President and National Director
Industry Insurance
Experience
Aon Risk Solutions  August 2014 - Present
Marsh Canada Limited  April 2013 - August 2014
Marsh Private Client Services   April 2011 - April 2013
Marsh  October 2000 - April 2013
Marsh  October 2000 - April 2011

Skills
Insurance, Brokers, Property & Casualty..., General Insurance, Home, HNW and Ultra High Net..., Private Family Office..., Professional Liability, D&O, Legal Liability, Claims Management, Claim, Underwriting, Commercial Lines, Liability, Casualty, Employment Practices..., Umbrella Insurance, Commercial Insurance

Education
Athabasca University   2008 — 2013
FCIP - Fellow Chartered Insurance Professional, Management

Queen's Executive Business School   2012 — 2012
RSA Making Partner Program

Insurance Institute of Canada
CIP - Chartered Insurance Professional

Sandra Bravo Sandra Bravo Greater New York City Area Details
Sandra Bravo's Marsh Private Client Services Experience June 1984 - January 2003
Job
Industry
Experience
The Private Risk Management Association   August 2015 - Present
The Private Risk Management Association   January 2013 - August 2015
Willis  November 2004 - June 2013
Marsh Private Client Services   June 1984 - January 2003

Skills
Property & Casualty..., Commercial Insurance, Liability, General Insurance, Underwriting, Brokers, Insurance, Risk Management, Casualty Insurance, Workers Compensation

Education
Boston University

Boston University

Rob Erdmann Rob Erdmann Greater Boston Area Details
Rob Erdmann's Marsh Private Client Services Experience July 1997 - August 2008
Job President and CEO of Felton, Berlin & Erdmann Insurance Services, Inc.
Industry Insurance
Experience
Felton, Berlin & Erdmann Insurance Services, Inc.   August 2008 - Present
Marsh Private Client Services   July 1997 - August 2008
Sedgwick of New England   1995 - 1997

Skills
Homeowners, Aviation Insurance, Automobile, Insurance, Risk Management, Estate Planning, Commercial Insurance, Investments, Strategic Financial..., New Business Development, Wealth Management, Portfolio Management, Employee Benefits, Business Development, Mergers, Yacht Insurance, Equine Insurance, Family office

Education
Colby College   1985 — 1989
BA, History

Choate Rosemary Hall   1982 — 1985
High School, High School

New Canaan Country School   1978 — 1982

Kate Gaynor Kate Gaynor Chicago, Illinois Details
Kate Gaynor's Marsh Private Client Services Experience 2007 - Present
Job Senior Vice President, Midwest Zone Private Client Services , Marsh
Industry Insurance
Experience
Marsh & Mclennan Companies  October 2013 - Present
Marsh  2007 - Present
Marsh Private Client Services   2007 - Present
Nationwide Insurance  June 1995 - October 2006
GatesMcDonald, a Nationwide Company   June 2004 - September 2006
Nationwide  1995 - 2006
Tandem Financial Group   1985 - 1990
Oppenheimer & Co. Inc.   1980 - 1985
Oppenheimer & Co. Inc.   1980 - 1985
Oppenheimer & Co. Inc.   1980 - 1985

Skills
Strategic Planning, Fundraising, Team Management, Risk Management, Insurance, Leadership, Strategy, Business Development, Account Management, Financial Services, Mergers & Acquisitions, Start-ups, Integrated Marketing, Competitive Analysis, Product Development, Investments, Wealth Management, Sales Management, Marketing, Finance, Sales, Marketing Strategy, Management, Portfolio Management, Underwriting, Financial Analysis, Property & Casualty..., Employee Benefits, Asset Management

Education
University of Massachusetts, Amherst   1974 — 1977
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

University of Massachusetts, Amherst   1974 — 1977
BA, college prep

Lisa Crockett Lisa Crockett Las Vegas, Nevada Details
Lisa Crockett's Marsh Private Client Services Experience January 2013 - Present
Job Graphic designer and creative marketing specialist
Industry Insurance
Experience
Marsh Private Client Services   January 2013 - Present
NEPC  September 2010 - January 2013
Boston Celtics  January 2009 - May 2009

Skills
Event Planning, Microsoft Office, Social Media, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Outlook, Social Media Marketing, Advertising, Adobe Creative Suite, Graphic Design, Adobe Illustrator, Adobe InDesign, Adobe Photoshop, Web Design, Print Design, Creative Design, Logo Design, Photoshop

Education
University of Connecticut   2006 — 2010
Communications, Marketing, Business

Southern New Hampshire University   2013 — 2014
Master's Degree, Marketing

Carmen Velez, CPCU, ARM Carmen Velez, CPCU, ARM Houston, Texas Details
Carmen Velez, CPCU, ARM's Marsh Private Client Services Experience April 2001 - December 2011
Job Director of Operations at Stavis & Cohen Financial
Industry Financial Services
Experience
Stavis & Cohen Financial   February 2012 - Present
Marsh - Private Client Services  April 2001 - December 2011
Velez Insurance Services Company   March 1992 - April 2001
Johnson & Higgins  1989 - 1992
Texas Municipal League  1986 - 1989

Education
St. Mary's University
MBA, Finance

St. Mary's University
BBA, Insurance & Risk Management

Monica Coney Monica Coney Dallas/Fort Worth Area Details
Monica Coney's Marsh Private Client Services Experience August 2006 - 2007
Job Chief Revenue Officer, Executive Sales, Global Strategist, Chief Ringleader, Executive Advisor and Investor
Industry Executive Office
Experience
Chief Executive Connections   September 2010 - Present
REVTECH Accelerator   June 2015 - Present
Net Inc. - Fanatical Technology Management   October 2014 - October 2015
Calamity Gym   August 2013 - December 2014
Smith Frank & Partners   January 2008 - September 2010
Marsh Private Client Services   August 2006 - 2007
Aon Consulting Worldwide  October 2005 - August 2006
Pritchett, LP  November 2004 - September 2005
Delta Air Lines  August 1989 - December 2004

Skills
Customer Relations, Human Capital Management, Strategic Partnerships, New Business Development, Direct Sales, Sales Management, Mergers, Private Equity, Business Development, Strategy, Customer Service, Personnel Management, Entrepreneurship, Change Management, Management Consulting, Mergers & Acquisitions, Consulting, Contract Negotiation, Training, Marketing, Team Building, Sales, Business Planning, Leadership, Start-ups, Management, Business Intelligence, Strategic Planning, Strategic Consulting, Executive Management, Cross-functional Team..., Business Strategy, Venture Capital, International Business, Strategic Communications, Team Management, Negotiation, Finance, Outsourcing, Marketing Communications, Corporate Development, Competitive Analysis, Market Analysis, Acquisition Integration, Lead Generation, Turn Around Management, Recruiting, Marketing Strategy, Public Speaking

Education
The University of Texas at Arlington   1983 — 1987
Marketing & Business Administration, Marketing and Business Administration

James Bowie High School   1981 — 1983

Connie M. Hill, CIC Connie M. Hill, CIC Las Vegas, Nevada Area Details
Connie M. Hill, CIC's Marsh Private Client Services Experience August 2014 - April 2015
Job Managing Director
Industry Insurance
Experience
Marsh Private Cient Services   April 2015 - Present
Marsh - Private Client Services  August 2014 - April 2015
Marsh  July 2008 - April 2015
Firemans Fund Insurance Company  1998 - 2008
Firemans Fund Insurance Company  2005 - 2007
Fireman's Fund Insurance Co  1998 - 2007
Firemans Fund Insurance Company  2001 - 2004
Fireman's Fund Insurance Company  1998 - 2000

Skills
Property & Casualty..., Underwriting, Insurance, Commercial Insurance, Liability, Casualty, Brokers, Legal Liability, General Insurance, Process Improvement, Leadership, High Net Worth..., Commercial Lines, Financial Services, Captives, Professional Liability, Reinsurance, Excess, Claims Management, Financial Risk, Casualty Insurance, Employee Benefits, Risk Management, Health Insurance, Workers Compensation, Disability Insurance, Umbrella Insurance, Term Life Insurance, Employment Practices..., Life Insurance, Inland Marine, Claim, Management

Education
Regis University   1994 — 1997
Bachelors of Science; Business Administration: Management, Business Administration - Management and Marketing Emphasis, Summa Cum Laude

Brian Hogan Brian Hogan New York, New York Details
Brian Hogan's Marsh Private Client Services Experience June 2014 - Present
Job Business Development Executive Marsh Private Client Services
Industry Insurance
Experience
Marsh Private Client Services   June 2014 - Present
Morgan Stanley  November 2001 - October 2013
Deutsche Bank Alex Brown  June 1996 - November 2001

Skills
Property & Casualty..., Business Development, Series 7, Series 63, Series 65, Management, Fixed Income, Financial Analysis, Relationship Management, Leadership, High Net Worth...

Education
Baldwin Wallace University
Bachelor of Arts (BA), Political Science

Bronxville High School

Christine Schoenwalder Christine Schoenwalder Chicago, Illinois Details
Christine Schoenwalder's Marsh Private Client Services Experience October 2012 - Present
Job Sales & Risk Consultant, Marsh Private Client Services
Industry Insurance
Experience
Marsh Private Client Services   October 2012 - Present
Associated Financial Group  December 2007 - October 2012
Capital Insurance Agency of Wisc., Inc.   May 1986 - August 2007

Skills
Sourcing, Employee Relations, Sales Management, Inside Sales, Customer Relations, General Insurance, Brokerage, Building Relationships, New Business Development, Property & Casualty..., High Net Worth..., High Net Worth Insurance, Affluent, Team Leadership, Strategic Planning, Passion for Success

Education
Marquette University   1982 — 1986
Bachelor of Science (BS), Marketing

Jill Federico Jill Federico San Francisco Bay Area Details
Jill Federico's Marsh Private Client Services Experience 2005 - Present
Job Account Executive at Marsh & McLennan
Industry Insurance
Experience
Marsh & McLennan  June 2005 - Present
Marsh Private Client Services   2005 - Present

Education
State University of New York at New Paltz   1990 — 1994

Brooke Mellen Brooke Mellen New York, New York Details
Brooke Mellen's Marsh Private Client Services Experience August 2010 - June 2012
Job AVP, Claims and Loss Control at Berkley Asset Protection Underwriting Managers (a W. R. Berkley Company)
Industry Fine Art
Experience
Berkley Asset Protection Underwriting Managers (a W. R. Berkley Company)   January 2015 - Present
Sotheby's  June 2012 - December 2014
Marsh Private Client Services   August 2010 - June 2012
Jack Shainman Gallery  January 2007 - August 2010
Mixed Greens  2006 - 2006
Artist Pension Trust  2005 - 2005
Marsh & McLennan Cos  August 2002 - August 2004

Skills
Marketing, Art, Fine Art, New Business Development, Research, Press Releases, Management, Museums, Email Marketing, Leadership, Contemporary Art, Social Networking, Art Shipping, Art Collection..., Spanish, Business Development, Microsoft Office, Museum Collections, Humanities, Art Markets, Marketing Research, PowerPoint, MS Office Suite, Excel, Digital Photography, Art Marketing, Artist Management, Writing Skills, Market Research, Online Research, Fine Art Insurance, Risk Management

Education
New York University   2004 — 2006
M.A, Visual Arts Administration

Brigham Young University   1997 — 2001
Bachelor of Arts, Humanities, English Emphasis

Chuck Hoffmann Chuck Hoffmann Dallas/Fort Worth Area Details
Chuck Hoffmann's Marsh Private Client Services Experience March 2008 - October 2012
Job Personal Risk Management
Industry Insurance
Experience
Personal Risk Management Professional   October 2012 - Present
Marsh - Private Client Services  March 2008 - October 2012
McQueary Henry Bowles Troy  April 2006 - March 2008
Marsh - Private Client Services  January 2001 - April 2006
Centex  1994 - 2000

Skills
Property & Casualty..., Liability, Underwriting, Commercial Insurance, Insurance, Brokers, Management, Financial Advisory, Casualty, Professional Liability, Legal Liability, General Insurance, D&O, Risk Management, Employment Practices..., Workers Compensation, Reinsurance, Casualty Insurance

Education
Texas Tech University   1976 — 1981
Bachelor's degree, Marketing

Lynn Isola Lynn Isola Greater New York City Area Details
Lynn Isola's Marsh Private Client Services Experience 2003 - 2008
Job Relationship Manager with Project Management and Insurance experience
Industry Insurance
Experience
Marsh Private Client Services   2003 - 2008
ProAct Technologies  July 2000 - July 2001
J.D. Edwards   1996 - 2000

Skills
Insurance

Education
Lehigh University   1992 — 1996

Don Gutierrez Don Gutierrez Pasadena, California Details
Don Gutierrez's Marsh Private Client Services Experience 1985 - 2008
Job Managing Director at Bolton & Company
Industry Insurance
Experience
Bolton & Company  March 2012 - Present
Brakke Schafnitz   August 2008 - March 2012
Marsh Private Client Services   1985 - 2008

Skills
General Insurance, Insurance, Risk Management, Property & Casualty..., Wealth Management, Homeowners, Automobile, Collector Automobiles, luxury Yachts, equine/Farm & Ranch, Private Aircraft, Personal Watercraft, Employment Practices..., Workers Compensation -..., Valuable..., Legal Liability, Professional Liability, Liability, Umbrella Insurance, Customer Service, Underwriting, High Net Worth..., Claim, Captives, Term Life Insurance, Health Insurance, Disability Insurance, Reinsurance, Life Insurance, Employee Benefits

Education
California State University-Long Beach
Bachelors of Science, Management/Accounting

Kathleen Lenahan Kathleen Lenahan Tampa, Florida Details
Kathleen Lenahan's Marsh Private Client Services Experience January 2012 - March 2014
Job High Net Worth Personal Insurance
Industry Insurance
Experience
Baldwin Krystyn Sherman Partners  December 2014 - May 2015
Willis Private Client - Family Office   April 2014 - October 2014
Marsh Private Client Services   January 2012 - March 2014
Marsh Private Client Services   August 2006 - February 2012
Marsh Private Client Services   February 2000 - August 2006
BankBoston  1997 - 2001

Skills
Insurance, Account Management, Workers Compensation, General Insurance, Professional Liability, Brokers, Casualty, Employment Practices..., Claim, Commercial Insurance, Underwriting, D&O, Umbrella Insurance, Management

Education
Ithaca College   1980 — 1984
BS/BA, Economics and Management

Hingham High School   1976 — 1980
College Prep

Susan Duffy-Bergstrom Susan Duffy-Bergstrom Naples, Florida Details
Susan Duffy-Bergstrom's Marsh Private Client Services Experience June 1998 - May 2006
Job Personal Lines Manager at Lutgert Insurance
Industry Insurance
Experience
Lutgert Insurance  September 2006 - Present
Marsh Private Client Services   June 1998 - May 2006

Skills
Insurance, General Insurance, Professional Liability, Property & Casualty..., Casualty Insurance, Commercial Insurance, Umbrella Insurance, Liability, Underwriting, Legal Liability

Education
Northeastern University
Insurance, Business

Todd Triano Todd Triano Greater New York City Area Details
Todd Triano's Marsh Private Client Services Experience September 2012 - November 2014
Job Assistant Vice President at NFP Property & Casualty Services, Inc. Private Client Group
Industry Insurance
Experience
NFP P & C Services, Inc.   August 2015 - Present
NEBCO Insurance Services, LLC   November 2014 - August 2015
Marsh Private Client Services   September 2012 - November 2014
ACE Private Risk Services  January 2011 - August 2012
AIG Private Client Group  July 2007 - January 2011
AIG Private Client Group  March 2006 - July 2007
Fireman's Fund Insurance Company  February 2004 - March 2006
AIG Private Client Group  January 2001 - March 2003
Chubb  October 1996 - January 2001

Skills
Property & Casualty..., Underwriting, Insurance, General Insurance, Legal Liability, Liability, Brokers, Claim, Umbrella Insurance, Employment Practices..., Loss Prevention, High Net Worth..., Financial Risk, Risk Management, Loss Mitigation

Education
University of Delaware   1992 — 1996
Bachelors, Political Science

PCG-U