Marshall & Sterling

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Marshall & Sterling Employees

Employee
Years
Job
Industry
Frank Reese Frank Reese Greater New York City Area Details
Frank Reese's Marshall & Sterling Experience April 2014 - Present
Job Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   April 2014 - Present
Tropical Smoothie Cafe  May 2013 - Present
Wolfs Lane Designer Consignment   January 2013 - Present
KCR Expo Inc.   January 2002 - Present
Fire Island Gems, LLC   November 2008 - September 2014
Perfect Benefits Group, Inc.   2001 - March 2014
MyExposure.com   May 2000 - January 2014
Aetna  September 1998 - August 2001

Skills
Insurance, Property & Casualty..., Employee Benefits, New Business Development, Health Insurance, Marketing Strategy, Negotiation, Disability Insurance, Underwriting, Retirement Planning, Account Management, Sales, Fixed Annuities, Investments, Life Insurance, Managed Care, Retirement, Small Business, Strategic Financial..., Financial Planning

Education
University of New Orleans, at Innsbruck Austria   1997 — 1997
International Finance, Finance

Clemson University - College of Business and Behavioral Science   1994 — 1997
BS, Marketing, Finance

Huntington High School   1989 — 1993
Regents, Business

Jake DeBlock Jake DeBlock Greater New York City Area Details
Jake DeBlock's Marshall & Sterling Experience August 2012 - August 2013
Job Account Rep at State Farm
Industry Insurance
Experience
State Farm  March 2015 - Present
Emery & Webb Insurance   August 2013 - December 2014
Marshall & Sterling   August 2012 - August 2013
Hudson Valley Agents   April 2011 - July 2012

Skills
Property & Casualty..., Insurance, Commercial Insurance, Account Management, Underwriting, Direct Sales, Cold Calling, Workers Compensation, Sales Process, Sales, Salesforce.com, General Insurance, Brokers, Umbrella Insurance, Professional Liability, Legal Liability, Commercial Lines, Casualty, Employment Practices..., D, Liability, Homeowners, Surety Bonds, Inland Marine, Small Business

Education
Coastal Carolina University   2006 — 2008
Bachelor's degree, Business Administration and Management, General

SUNY Orange   2004 — 2006
Associate's degree, Business Administration and Management, General

Dave Antalek Dave Antalek Greater New York City Area Details
Dave Antalek's Marshall & Sterling Experience 2005 - November 2009
Job at
Industry Insurance
Experience
MVP Health Care  April 2013 - Present
Rose & Kiernan, Inc.   November 2009 - April 2013
Marshall & Sterling   2005 - November 2009
Greater Southern Dutchess Chamber of Commerce   2006 - 2009
MVP Health Care  2000 - 2005

Skills
Employee Benefits, Insurance, Dental, Health Insurance, Customer Relations, Disability Insurance, Leadership, Life Insurance, Health Savings Accounts, Customer Service, Healthcare, Selling, Dentistry, Payroll, Term Life Insurance, Sales, Long-term Care, Property & Casualty..., Business Planning, Commercial Insurance, Brokers, Small Business, Account Management, Underwriting, Umbrella Insurance, Legal Liability, Professional Liability, Claim, Customer Retention, Liability

Education
Mount Saint Mary College   1989 — 1993
BA, Psychology

Corey Chiavelli Corey Chiavelli Lagrangeville, New York Details
Corey Chiavelli's Marshall & Sterling Experience May 2015 - Present
Job Wealth Management Intern at Marshall & Sterling
Industry
Experience
Marshall & Sterling   May 2015 - Present
Notre Dame Men's Basketball Team   October 2013 - Present
SwimKing Pools and Spas   April 2013 - July 2014

Skills
Customer Service, Time Management, Inventory Management

Education
University of Notre Dame   2013 — 2017
Finance, General

Arlington High School   2009 — 2013

Juliet Charkin Juliet Charkin Otisville, New York Details
Juliet Charkin's Marshall & Sterling Experience June 1992 - December 1995
Job Insurance Agent at Erland Insurance Agency
Industry Insurance
Experience
Erland Insurance Agency   January 1997 - Present
Frontier Insurance Company  February 1996 - May 2006
Marshall & Sterling   June 1992 - December 1995

Skills
Insurance, Liability, Workers Compensation, Underwriting, Claim, Sales, New Business Development, Account Management, Sales Management, Property & Casualty..., Negotiation

Education
Kutztown University of Pennsylvania   1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

SUNY Binghamton   1980 — 1981

Dillon Fontaine Dillon Fontaine Poughkeepsie, New York Details
Dillon Fontaine's Marshall & Sterling Experience September 2011 - Present
Job Account Executive at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   September 2011 - Present

Skills
Workers Compensation, Insurance, Property & Casualty..., Marketing, Management, Commercial Insurance, Professional Liability, Underwriting, Umbrella Insurance, Account Management, Commercial Lines, Customer Service, Health Insurance, Leadership, PowerPoint, Sales, Sales Management, Strategic Planning, Team Building

Education
American International College   2007 — 2011
B.A., Business Administration and Management, General

The Hotchkiss School   2003 — 2007

Hartford School of Insurance
Property & Casualty Insurance

Dina Baratta Dina Baratta Pleasant Valley, New York Details
Dina Baratta's Marshall & Sterling Experience January 2015 - Present
Job Personal Lines CSR at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   January 2015 - Present
Emery & Webb Insurance, dba Dedrick Agency   March 2008 - December 2014
Pleasant Valley Agency   February 2003 - March 2008
State Farm  September 2001 - February 2003
PRM Group, LLC   September 2000 - September 2001
CDPHP  December 1999 - September 2000
Kaiser Permanente  April 1999 - December 1999
Kaiser Permanente  March 1997 - April 1999

Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Insurance, Claim, Microsoft Excel, Umbrella Insurance, Underwriting, Sales, Writing, Long-term Customer..., Computer Software, Marketing, Health Insurance, Life Insurance, General Insurance, Property & Casualty..., Commercial Insurance

Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Arts (BA), Literature and Communications

Phil Alban Phil Alban Albany, New York Details
Phil Alban's Marshall & Sterling Experience February 2015 - Present
Job Account Manger at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   February 2015 - Present
Arthur J. Gallagher & Co.   September 2003 - December 2014
CDPHP  November 1997 - May 2003
United Healthcare of the Mid-Atlantic   1993 - 1997

Skills
Health Insurance, Managed Care, Insurance, Medicare, HMO, Healthcare, Workers Compensation, Account Management, COBRA, New Business Development, Benefits Administration, Underwriting, Life Insurance, Employee Benefits, Health Savings Accounts, Strategic Planning, Long-term Care, Customer Service

Education
Capital University
Communications

Valerie Roserie-Erden Valerie Roserie-Erden Baytown, Texas Details
Valerie Roserie-Erden's Marshall & Sterling Experience May 2007 - August 2013
Job Owner at Le Rose Handmade Soaps & More
Industry Luxury Goods & Jewelry
Experience
Le Rose Handmade Soaps & More   October 2012 - Present
Marshall & Sterling   May 2007 - August 2013
Carambola Beach Resort   November 2006 - May 2007
Hilton Clearwater Beach Resort  April 2001 - June 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Time Management, Insurance, Budgets, Team Building, Sales, Strategic Planning, Social Networking

Education
Remington College- Largo, Fl. Campus   2003 — 2005
Associates of Science, Computer and Information Sciences, General

University of Phoenix
Working on BS, Business Administration, Management and Operations

Jessica Cracchiolo Jessica Cracchiolo New Windsor, New York Details
Jessica Cracchiolo's Marshall & Sterling Experience Accounts payables and receivables, direct bill commissions, bank reconciliations$
Job FSR at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   Accounts payables and receivables, direct bill commissions, bank reconciliations$

Skills
Insurance, Health Insurance, Property & Casualty..., General Insurance, Customer Service, Inland Marine, Microsoft Excel, Marketing, Professional Liability, Customer Satisfaction, Umbrella Insurance

Education
Marist College   1998 — 2002
Bachelors, Economics

Marist College   1998 — 2002
Bachelor's of Science, Economics

Michele Servellon Michele Servellon Hopewell Junction, New York Details
Michele Servellon's Marshall & Sterling Experience May 2015 - Present
Job Group Benefits Implementation Specialist
Industry Marketing and Advertising
Experience
Marshall & Sterling   May 2015 - Present
Dutchess Golf Club   January 2013 - May 2014
Millbrook Golf & Tennis Club   April 2009 - January 2013
Robert's Playhouse Family Daycare   September 2001 - June 2007
IBM Flight Operations   September 1999 - September 2001
Triarc Beverage Group  April 1998 - April 1999
Prudential Resources Management  June 1990 - April 1998

Skills
Event Planning, Event Management, Marketing, Customer Service, Marketing Strategy, Sales, Budgets, Public Relations, Account Management, Social Media, Marketing Communications, Management, Team Building, Sales Management, Public Speaking

Education
Iona College   1995 — 1998
BS, Business Administration

Karin Gehm Barrett Karin Gehm Barrett Greater New York City Area Details
Karin Gehm Barrett's Marshall & Sterling Experience August 2014 - September 2015
Job Assistant Customer Service Representative at Marshall & Sterling
Industry Human Resources
Experience
Marshall & Sterling   August 2014 - September 2015
Perfect Benefits Group   May 2010 - August 2014
Aegis Media Americas   October 2009 - December 2010
Aegis Media Americas   October 2005 - September 2008
Saatchi & Saatchi  June 1999 - April 2005
Saks Fifth Avenue  1996 - 1999
Arthur Andersen  July 1989 - September 1995

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, ADP Payroll, ADP ReportSmith, Benefits Administration, Employee Benefits, Employee Relations, HRIS, Training, Personnel Management, Policy, Onboarding, Recruiting, Performance Management, Talent Management, Deferred Compensation, Succession Planning, Talent Acquisition, Employee Engagement, HR Policies, Applicant Tracking..., Organizational..., Human Resources

Education
City University of New York-Queens College   1980 — 1982
no degree

Melinda D'Alessio Melinda D'Alessio Poughkeepsie, New York Details
Melinda D'Alessio's Marshall & Sterling Experience 2001 - 2006
Job Astor Services for Children & Families
Industry Individual & Family Services
Experience
Astor Services for Children & Families  May 2014 - Present
Turning Point Out Patient Substance Abuse   August 2013 - Present
Taconic DDSO  December 2011 - May 2014
Ulster Insurance   2006 - 2011
Marshall & Sterling   2001 - 2006

Skills
Account Management, Sales Management, New Business Development, Direct Sales, Sales, Sales Process, Cold Calling, Insurance, Salesforce.com, Negotiation, Solution Selling, B2B, Business Development, Key Account Management, Health Insurance, Lead Generation, Selling, Health Savings Accounts, Sales Presentations, SaaS, Developmental..., Behavior Modification, Small Group Counseling, Mental Health Care, Employee Benefits, Motivational..., Client Assessment, Rehabilitation..., Substance Abuse..., Experience Working with..., Behavioral Consultation, Healthcare, COBRA

Education
Marist College   2014 — 2017
Master of Social Work (MSW), Social Work

Dutchess Community College   2012 — 2014
Associate's degree, Human Services and Psychology, Substance abuse counseling Casac, 3.89

Stacey Vaccarino Stacey Vaccarino Chester, New York Details
Stacey Vaccarino's Marshall & Sterling Experience February 2015 - Present
Job Account Manager for Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   February 2015 - Present
Cigna  September 2013 - February 2015
GP Insurance Agency   August 2011 - February 2015
The Atlantic Agency & Atlantic Business Association   September 2009 - August 2012
Orange County Boxing   December 2006 - April 2010
MVP Health Care  January 2002 - November 2005
Aetna  May 1995 - January 2002

Skills
Insurance, Health Insurance, Employee Benefits, Small Business, Brokers, Healthcare, Health Savings Accounts, Medicare, Disability Insurance, Life Insurance, Analysis, Workers Compensation, Commercial Insurance, Underwriting, Claim

Education
University at Albany   1990 — 1994
Bachelor of Arts (B.A.), History & Political Science

Monroe Woodbury HS

SUNY Orange
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Joseph Pareres Joseph Pareres Greater New York City Area Details
Joseph Pareres's Marshall & Sterling Experience February 2015 - Present
Job Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   February 2015 - Present
JP Brokerage Corp   February 2012 - Present
Health Republic   December 2013 - September 2014
GFI Capital  March 2013 - December 2013
Emblem Health  July 2009 - February 2012
Silverson, Pareres, Lombardi, LLP   May 2008 - July 2009
Wilson Elser Moskowitz Edelman & Dicker LLP  April 2006 - August 2008

Skills
Underwriting, Litigation, Excel, Workers Compensation, Insurance, Health Insurance, Brokerage, Financial Analysis, Claim, D&O, Strategic Planning, Reinsurance, Employment Practices..., Legal Writing, Excess, Strategic Financial..., Accounting, Courts, Brokers, Legal Liability, Litigation Support, Microsoft Excel, Negotiation, Professional Liability, Analysis, Disability Insurance, New Business Development, Liability, Management, Property & Casualty..., Medical Malpractice, Employee Benefits

Education
Pace University   2003 — 2007
Bachelor of Sciences, Criminal Justice/Pre-Law

Fordham Prep

Diana Cowles Diana Cowles Corinth, New York Details
Diana Cowles's Marshall & Sterling Experience October 2012 - Present
Job Customer Service Representative at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   October 2012 - Present
Travelers Insurance  May 2006 - 2012
TD Bank Group  January 2000 - May 2006
Starbuck Insurance Agency   January 1994 - January 2000

Skills
Underwriting, Insurance, Umbrella Insurance, Training, Customer Service, Sales, Analysis, Property & Casualty..., General Insurance, Liability, Casualty, Workers Compensation

Education
Adirondack Community College
NY State Agents License

Corinth Central School
High School Diploma

Megan (Keefe)Simon Megan (Keefe)Simon Albany, New York Area Details
Megan (Keefe)Simon's Marshall & Sterling Experience 2013 - Present
Job Client Services Representative
Industry Insurance
Experience
Marshall & Sterling   2013 - Present
State Farm Agent  2005 - 2013

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Management, Leadership, Sales, PowerPoint, Customer Service, Research, Training, Strategic Planning, Process Improvement, Outlook, Insurance, Workers Compensation, Property & Casualty..., Risk Management, Commercial Insurance, Health Insurance, Account Management, Liability, Event Planning, Social Media, New Business Development, Life Insurance, Employment Practices..., Disability Insurance, Employee Benefits, Umbrella Insurance, Directors, Term Life Insurance

Education
State University of New York at Albany   2000 — 2004
Bachelor of Arts (B.A.), Sociology

Point Pleasant Beach High School   1996 — 2000

Megan McCormick Megan McCormick Albany, New York Area Details
Megan McCormick's Marshall & Sterling Experience June 2013 - April 2015
Job Sales & Account Manager at United Healthcare
Industry Insurance
Experience
United Healthcare  June 2015 - Present
Marshall & Sterling   June 2013 - April 2015
MVP Health Care  June 2006 - June 2013

Skills
Employee Benefits, Health Insurance, Insurance, Brokers, Medicare, Account Management, Managed Care, Claim, Sales, Salesforce.com, Customer Service, Life Insurance, Health Savings Accounts, HMO, Claims Management

Education
Hudson Valley Community College
Associate of Arts and Sciences (AAS), Chemical Technology/Technician

Connor Sciacca Connor Sciacca Lynbrook, New York Details
Connor Sciacca's Marshall & Sterling Experience January 2014 - May 2014
Job Operations Analyst at Goldman Sachs
Industry Research
Experience
Goldman Sachs  January 2015 - Present
Krass & Co.   April 2012 - December 2014
Marist Institute for Public Opinion  January 2012 - December 2014
PROGENEX  March 2014 - August 2014
Village of Atlantic Beach  June 2011 - August 2014
Marshall & Sterling   January 2014 - May 2014
Greystone Equity Fund  January 2014 - May 2014
Village of Valley Stream  August 2010 - September 2010
Michael's Electrical Supply Corporation   June 2009 - September 2009

Skills
First Aid, Policy, Finance, Research, Investments, Data Analysis, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Stata

Education
Marist College   2011 — 2014
Bachelor of Science (BS), Business Administration; Emphasis; Finance

Valley Stream South High School   2005 — 2011

Marianne McCullouch Marianne McCullouch Queensbury, New York Details
Marianne McCullouch's Marshall & Sterling Experience November 2009 - July 2014
Job Eastern Region Marketing Representative at Utica National Insurance Group
Industry Insurance
Experience
Utica National Insurance Group  July 2014 - Present
Marshall & Sterling   November 2009 - July 2014

Skills
Property & Casualty..., Insurance, Sales, Public Speaking, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Strategic Planning, Budgets

Education
Adirondack Community College   1992 — 1993
Property & Casualty Brokers Licensing Course

Charles Maxwell Charles Maxwell Rochester, New York Area Details
Charles Maxwell's Marshall & Sterling Experience April 2012 - Present
Job Sales Executive at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   April 2012 - Present
aycan Medical Systems   April 2011 - February 2012
Rochester Elite Soccer Academy   January 2007 - May 2011

Skills
Microsoft Suite, Fred Pryor Guerilla..., Leadership, The Hartford Tech..., Professional Liability, Property & Casualty..., Selling, Seminars, Microsoft Office, Insurance, Commercial Insurance, Sales, Training, CRM, Time Management, Workers Compensation, Sales Process, Sales Presentations, Sales Management, Account Management, Customer Service, Marketing

Education
Norwich University   2008 — 2010
B.S., Marketing and Finance

Monroe Community College   2006 — 2008
Associate of Science, Liberal Arts; Business and Foreign Language

Tim Dean, CIC CRM Tim Dean, CIC CRM Greater New York City Area Details
Tim Dean, CIC CRM's Marshall & Sterling Experience January 2007 - December 2009
Job President, Marshall & Sterling, Inc
Industry Insurance
Experience
Marshall & Sterling Enterprises, Inc.   January 2009 - Present
Marshall & Sterling   January 2007 - December 2009
Marshall & Sterling   March 1985 - January 2007

Skills
Insurance, Risk Management, Commercial Insurance, Property & Casualty..., Strategic Planning, Health Insurance, D&O, Claim, Management, Team Leadership, High Net Worth Insurance, Non-profit Volunteer, Non-profit Leadership, Strategic Financial..., Workers Compensation, Professional Liability, Employee Benefits, Underwriting, Casualty

Education
University of Michigan   1978 — 1982
BA, Communication

Dawn DeNapoli Dawn DeNapoli Greater New York City Area Details
Dawn DeNapoli's Marshall & Sterling Experience May 2012 - Present
Job HRIS Specialist at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   May 2012 - Present
Majestic Insurance   April 2008 - May 2012
OneBeacon Insurance  July 2002 - April 2008
Paychex  April 2000 - May 2002

Skills
Insurance, Employee Benefits, Payroll, Human Resources, ADP Payroll, Workers Compensation, Access, Process Improvement, Outlook, SharePoint, HRIS, Auditing, Management, Program Management, Health Insurance

Education
Quincy College
Accounting

Darren Shelton, Darren P Darren Shelton, Darren P Fairport, New York Details
Darren Shelton, Darren P's Marshall & Sterling Experience September 2015 - Present
Job Insurance Agent at Paychex
Industry Human Resources
Experience
Marshall & Sterling   September 2015 - Present
Paychex  August 2012 - Present
State Farm  2013 - 2013
State Farm  2013 - 2013
State Farm  2013 - 2013

Skills
Commercial Insurance, Workers Compensation, Employee Benefits, Health Insurance, Disability Insurance, Insurance, Life Insurance, 401k, Property & Casualty..., Term Life Insurance, Benefits Administration, Underwriting, General Insurance, Customer Service, Account Management, Microsoft Office, Sales Process, Cold Calling

Education
Monroe Community College

St. Bonaventure University
Business Administration, Management and Operations

Michael Bueti Michael Bueti Mohegan Lake, New York Details
Michael Bueti's Marshall & Sterling Experience September 2014 - December 2014
Job Financial Analyst at Greystone Equity Fund
Industry Financial Services
Experience
Greystone Equity Fund  August 2015 - Present
Marist College Student Programming Council   March 2013 - Present
HSBC  June 2015 - August 2015
Marshall & Sterling   September 2014 - December 2014
SpineHope  June 2014 - August 2014

Education
Marist College   2012 — 2016
Bachelor of Science (BS), Finance and Economics

John F. Kennedy Catholic High School   2009 — 2012

Robert Cassella Robert Cassella Schenectady, New York Details
Robert Cassella's Marshall & Sterling Experience May 2011 - Present
Job Regional Manager, Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   May 2011 - Present
UnitedHealthcare  1996 - 1998

Skills
Insurance, Employee Benefits, Health Insurance

Education
Springfield College   1989 — 1994
Bachelor of Science (B.S.), Health Services Administration

Bradley Weaver Bradley Weaver Poughkeepsie, New York Details
Bradley Weaver's Marshall & Sterling Experience February 2015 - Present
Job Commercial Insurance Producer at Marshall & Sterling
Industry Hospitality
Experience
Marshall & Sterling   February 2015 - Present
Emmy Hospitality Group   March 2012 - February 2015
Dream Weaver Marketing   November 2008 - February 2015
United Way of the Dutchess-Orange Region   July 2012 - March 2014
Children's Home of Poughkeepsie  December 2009 - July 2012
PrimePay  November 2008 - December 2009
Opal Financial Group  December 2007 - November 2008
Oscient Pharmaceuticals  January 2006 - December 2007

Skills
Customer Relations, Social Media Marketing, New Business Development, Online Marketing, Online Advertising, Advertising, Marketing Strategy, Web Design, Web Development, Fundraising, Graphic Design, Facebook, Event Planning, Event Marketing, Event Management, Marketing Concepts, Marketing

Education
State University of New York at Buffalo   1999 — 2003
BS

Aileen Banks Aileen Banks Beacon, New York Details
Aileen Banks's Marshall & Sterling Experience June 2014 - August 2014
Job Business Analyst at Virtual Incentives
Industry
Experience
Virtual Incentives  July 2015 - Present
Bonefish Grill  January 2014 - Present
Marshall & Sterling   June 2014 - August 2014
City of Poughkeepsie  May 2014 - August 2014
Pleasant Ridge Restaurant   April 2010 - January 2014

Skills
Mathematics, Business, Research, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Economics, Customer Service, Public Speaking, Project Management, Leadership, Time Management, Social Media

Education
Marist College   2012 — 2015
Bachelor of Science (BS), Applied Mathematics, minor in business

Dutchess Community College   2011 — 2012
Associate of Science (A.S.), General Studies

Whitney Pangburn Whitney Pangburn Schenectady, New York Details
Whitney Pangburn's Marshall & Sterling Experience February 2014 - Present
Job Sales Executive at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   February 2014 - Present
MVP Health Care  October 2012 - February 2014
CDPHP  October 2010 - October 2012
CDPHP  October 2007 - October 2010
State Farm Agent  June 2006 - October 2007
Center for Disability Services  November 2004 - August 2007
Lockheed Martin  May 2005 - August 2005

Skills
Sales, Medicare, Medicare Advantage, Non-profits, The American Red Cross, Customer Service, Medicare Supplements, Medicare Part D, Human Services, Volunteering, Healthcare Industry, Healthcare Marketing, Health Insurance, Insurance, Nonprofits, Call Centers, Social Services, Employee Benefits, Marketing, Training, Healthcare, Account Management, Claim, Medicaid, Health Care Reform, HMO, HIPAA, Health Savings Accounts, Brokers, PPO, Life Insurance, CRM, Commercial Insurance, Outlook, Property, Salesforce.com, Cold Calling, Sales Presentations, Provider Relations

Education
Schenectady County Community College   2004 — 2006
A.S. Degree, Business Administration

Scotia- Glenville High School   2000 — 2004

Robert A. Stamm Robert A. Stamm Syracuse, New York Details
Robert A. Stamm's Marshall & Sterling Experience May 2008 - Present
Job Financial Services Professional MassMutual Central New York
Industry Financial Services
Experience
Marshall & Sterling   May 2008 - Present
Wausau Signature Agency  December 2005 - May 2008
First Niagara Bank  May 2003 - December 2005
Haylor, Freyer & Coon, Inc.   January 1994 - May 2003

Education
Le Moyne College   1973 — 1977
Bachelor of Science (BS), Business Administration, Management and Operations

Brian Berkson Brian Berkson Danbury, Connecticut Details
Brian Berkson's Marshall & Sterling Experience July 2011 - February 2013
Job Business Banking Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo  February 2013 - Present
Marshall & Sterling   July 2011 - February 2013
Insurance Agency in Westchester NY   January 2009 - July 2011
Paychex  April 1996 - September 2008
Pet Food City/Foxon Pet Center   January 1978 - May 1994

Skills
Small Business, Business Development, Mentoring, Sales Prospecting, Networking, Commercial Banking, Loans, Credit, Mortgage Lending, Commercial Lending, Management, New Business Development, Sales, Customer Retention, Sales Management, Marketing, Cold Calling

Education
Albertus Magnus College

Roger Williams University

Anne Yund Anne Yund Queensbury, New York Details
Anne Yund's Marshall & Sterling Experience January 2014 - Present
Job Insurance Agent
Industry Insurance
Experience
Marshall & Sterling   January 2014 - Present
Travelers Insurance  August 1992 - September 2013
Post Star NewsPaper   September 1990 - August 1992

Skills
Property & Casualty..., Insurance, Casualty, Liability, Umbrella Insurance, Underwriting, General Insurance, Customer Service, Call Centers, Life Insurance, Health Insurance, Employee Benefits, Sales, Claim

Education
SUNY Oswego   1982 — 1986
Bachelor of Arts (BA), Business/Corporate Communications

Albany High School   1978 — 1982
Regents Diploma, General Education

Gordon Sakow Gordon Sakow Newburgh, New York Details
Gordon Sakow's Marshall & Sterling Experience December 2014 - Present
Job Claims Assistant at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   December 2014 - Present
Law Office of Gordon T. Sakow   January 2012 - December 2014
Law Offices of Alan I. Lamer   March 2009 - January 2012
Fabiani, Cohen & Hall, LLP.   July 2006 - January 2009
Law Offices of Craig P. Curcio   June 2001 - July 2006

Skills
Strategic Planning, Investigations, Negotiation, Reporting & Analysis, Budgets, Civil Litigation, Windows, PowerPoint, Microsoft Excel, Personal Injury, Public Liability, Private Investigations, Appeals, Trials, Mediation, Liability, Arbitration, Claim, Product Liability, Depositions, Litigation, Investigation

Education
Western New England College School of Law
Juris Doctor, Law

State University of New York College at Brockport
Bachelor of Science (B.S.), Political Science and Business Administration

Kathy Haase Kathy Haase Poughkeepsie, New York Details
Kathy Haase's Marshall & Sterling Experience October 2010 - Present
Job Manager – Account Operations & Services
Industry Insurance
Experience
Marshall & Sterling   October 2010 - Present
EmblemHealth  December 2005 - October 2010
MVP Health Care  October 2003 - December 2005
Beverage Marketing Corp  2001 - 2003
The Garrison Institute  September 1999 - October 2001

Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Disability Insurance, Health Savings Accounts, Account Management, Underwriting, Negotiation, Umbrella Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Claim, Professional Liability

Education
State University of New York at Binghamton   1995 — 1999
Bachelor's degree, English

Joshua Bastian Joshua Bastian Poughkeepsie, New York Details
Joshua Bastian's Marshall & Sterling Experience April 2012 - November 2013
Job Commercial Lines Manager at Kaplan Insurance Agency
Industry Insurance
Experience
Kaplan Insurance Agency   November 2013 - Present
Marshall & Sterling   April 2012 - November 2013
George Thompson Agency   January 2010 - April 2012
Northwestern Mutual  May 2009 - January 2010
New York Business Development Corporation  May 2008 - May 2009

Skills
Cross Selling, Leadership, Sales, Property & Casualty..., Underwriting, Management, Analysis, New Business Development, Customer Service, Finance, Cold Calling, Insurance, Commercial Lines, Commercial Insurance, Workers Compensation, Marketing, Professional Liability

Education
Siena College   2005 — 2009
Bachelor's degree, Economics

Sheralyn Pierre Sheralyn Pierre Greater Atlanta Area Details
Sheralyn Pierre's Marshall & Sterling Experience March 2011 - March 2012
Job Claims Adjuster at State Farm Insurance
Industry Insurance
Experience
State Farm  December 2014 - Present
State Farm  September 2013 - Present
American International Group  July 2012 - September 2013
Marshall & Sterling   March 2011 - March 2012
Marshall & Sterling   November 2007 - July 2010

Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Liability, Casualty, Claim, Workers Compensation, Customer Experience, Sales, Call Centers, Property Claims, Claims Resolution, Claims Handling, Claim Investigation, Property Damage, Homeowners, Umbrella Insurance, Professional Liability, Casualty Insurance

Education
DeVry University   1999 — 2002
Bachelor of Science, Business Administration

Keesha Taylor Keesha Taylor Greater New York City Area Details
Keesha Taylor's Marshall & Sterling Experience May 2014 - Present
Job Human Resources Assistant at Marshall & Sterling
Industry Utilities
Experience
Marshall & Sterling   May 2014 - Present
Love/Effron   August 2011 - May 2014
Leeb Group   January 2001 - June 2011
College/UAPC   November 2003 - September 2004
Brooklyn Union Gas/National   June 1996 - August 1996
Bennett College  August 1995 - May 1996

Skills
Employee Relations, Invoicing, Filing, Payroll, Process Scheduler, Access, Administrative..., Customer Service, Data Entry, Human Resources, Inventory Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Employee Benefits, Benefits Administration

Education
Mount Saint Mary College   2013 — 2016
Business Administration and Management, General

Dutchess Community College   2011 — 2013
Business Administration

Bennett College   1995 — 1997
Political Science

James Madison High School High School

Jonathan Myler Jonathan Myler Rochester, New York Area Details
Jonathan Myler's Marshall & Sterling Experience April 2007 - September 2009
Job Director of Operations
Industry Individual & Family Services
Experience
Uncommon Schools  July 2014 - Present
Uncommon Schools  June 2013 - July 2014
Uncommon Schools  July 2012 - July 2013
Uncommon Schools  July 2011 - July 2012
Greece Central School District  March 2011 - April 2011
Marshall & Sterling   April 2007 - September 2009
self employed  February 2006 - January 2009
Northwest Human Development   March 2003 - September 2005
St. Bonaventure University  August 2004 - May 2005
Pittsburgh Pirates Organization   June 2001 - April 2002

Skills
Teaching, Public Speaking, Fundraising, Social Media, Customer Service, Marketing, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel, Public Relations, PowerPoint, Outlook, Research, Sales, Recruiting, Program Management

Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General

St. John Fisher College   2009 — 2011
M.S, Childhood and Special Education

St. Bonaventure University   2004 — 2005
M.S, Counseling Education

Saint Bonaventure University   1999 — 2001
BA, Journalism/Communication

Onondaga Community College   1997 — 1999
A.A, Humanities

Rebecca McCue Rebecca McCue Greater New York City Area Details
Rebecca McCue's Marshall & Sterling Experience April 2015 - Present
Job Assistant Customer Service Rep at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   April 2015 - Present
Medical Expense Management, Inc.   July 2011 - Present
Hickey-Finn Company, Inc.   January 2014 - March 2015
CRM/MAJESTIC   March 2001 - July 2011

Skills
Liability Analysis, Insurance, Workers Compensation, Commercial Insurance

Education
Marist College   1996 — 1998
BA, Business Administration

INS COURSE DCC

John S. Morgan John S. Morgan Poughkeepsie, New York Details
John S. Morgan's Marshall & Sterling Experience April 2012 - Present
Job Investment Advisor: building financial peace of mind
Industry Financial Services
Experience
Marshall & Sterling   April 2012 - Present
Navigator Money Management, Inc.   June 2005 - February 2012
Ethan Allen  November 2000 - May 2005

Skills
Investment Management, Investments, Strategic Financial..., Retirement Planning, Stock Market, Bond Markets, Strategy, Mutual Funds, ETFs, Insurance, Registered Investment..., Financial Advisory, Management, Strategic Planning, Research, Risk Management, Finance, Financial Services, Series 65, Life Insurance, Compliance

Education
Union College
Bachelor of Science, Industrial Economics

Jennafer Romanczuk Jennafer Romanczuk Poughkeepsie, New York Details
Jennafer Romanczuk's Marshall & Sterling Experience 2003 - 2004
Job Management, Customer Service
Industry Banking
Experience
Sawyer Savings Bank  April 2014 - Present
Thrifty Check Cashing   February 2011 - Present
Ulster Savings Bank  August 2007 - July 2010
Ulster Savings Bank  March 2005 - August 2007
Marshall & Sterling   2003 - 2004
Marshall & Sterling   1997 - 2003

Skills
Banking, Loans, Credit, Risk Management, Financial Services, Insurance, Commercial Lending, Consumer Lending, Commercial Banking

Education
Seneca College of Applied Arts and Technology   2011 — 2011
Money Service Businesses, Compliance Specifications

Krissler Business Institute   1994 — 1996
Office Specialist

Theresa (Lindemann) Salzillo Theresa (Lindemann) Salzillo Greater New York City Area Details
Theresa (Lindemann) Salzillo's Marshall & Sterling Experience May 2009 - October 2012
Job Grainger Territory Sales Representative
Industry Marketing and Advertising
Experience
Grainger  April 2014 - Present
HYPE! Huguenot Young Professionals and Entrepreneurs   January 2014 - January 2015
SERVPRO of Western Dutchess County & Kingston/New Paltz   May 2013 - November 2013
Marshall & Sterling   May 2009 - October 2012
Sears Home Improvement Products  December 2008 - May 2009
Vitamin World  August 2006 - February 2009
Unlimited Events   May 2008 - November 2008
University of Phoenix  January 2008 - May 2008
Colonial Subaru of Danbury   September 2007 - December 2007
Saturn of Danbury   June 2007 - September 2007

Skills
Sales, Customer Satisfaction, Insurance, Professional Liability, Property & Casualty..., Customer Service, Team Building, Umbrella Insurance, New Business Development, Social Networking, Small Business, Account Management, Training, Cold Calling, Employee Benefits, Leadership, Marketing

Education
Mount St. Mary's College   2010 — 2014
BA, Education

Western Connecticut State University   2006 — 2008
History

Dutchess Community College   2003 — 2006
Associates Degree - Early Childhood B

WCSD

Denise O'Dell Denise O'Dell Newburgh, New York Details
Denise O'Dell's Marshall & Sterling Experience June 2014 - Present
Job New Business Development Coordinator
Industry Insurance
Experience
Marshall & Sterling   June 2014 - Present
Decicco Food Market   May 2013 - June 2014
United States Postal Service  2006 - 2010

Education
Mount Saint Mary College
Accounting and Business/Management

Courtney Shultz Courtney Shultz Stratford, Connecticut Details
Courtney Shultz's Marshall & Sterling Experience September 2015 - Present
Job Wealth Advisor Intern at Marshall & Sterling
Industry Financial Services
Experience
Marshall & Sterling   September 2015 - Present
Yale New Haven Health System  June 2014 - August 2014
Dr. Grace Kim   June 2013 - March 2014
Aeropostale, Inc  May 2013 - December 2013
Oolee CAFÉ   February 2012 - August 2012

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Time Management, Sales, Data Entry, Teamwork, Access, Social Networking, Outlook, Finance, Social Media, Leadership

Education
Marist College   2012 — 2016
Bachelor's Degree, Finance, Information Systems

Heather Wargo Heather Wargo Greater New York City Area Details
Heather Wargo's Marshall & Sterling Experience April 2012 - Present
Job Corporate Trainer/Auditor at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   April 2012 - Present
Marshall & Sterling   September 2008 - April 2012
Marshall & Sterling   September 2004 - September 2008

Skills
Insurance, Flood Insurance, Property & Casualty..., Umbrella Insurance, Homeowners, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Commercial Insurance, Commercial Lines, Underwriting, Liability, Brokers, Sales, Life Insurance

Education
Dutchess Community College

Sharon Miranda Sharon Miranda Clifton Park, New York Details
Sharon Miranda's Marshall & Sterling Experience 2000 - 2006
Job Office Manager at Allstate
Industry Insurance
Experience
Allstate  2014 - Present
Brown and Brown of Upstate, NY INC   2007 - 2011
Marshall & Sterling   2000 - 2006

Skills
Property & Casualty..., Account Management, Management, Customer Service, English, Insurance, Risk Management, Sales, Employee Benefits, Outlook, Umbrella Insurance, Casualty Insurance

Education
Bryant and Stratton College
Property and Casualty Insurance

Schenectady County Community College
Criminal Justice/Police Science

Terina Lancaster Terina Lancaster Albany, New York Area Details
Terina Lancaster's Marshall & Sterling Experience September 2012 - September 2013
Job Sales Producer at The Shults Agency
Industry Insurance
Experience
The Shults Agency   April 2014 - Present
Anchor Agency, Inc   November 2013 - April 2014
Marshall & Sterling   September 2012 - September 2013
Lancaster Insurance & Financial Service Center, Inc.   December 2000 - August 2012
Prudential Financial  March 1999 - December 2000
Allstate Insurance, Pete Celaya's Agency   August 1995 - March 1999

Skills
Insurance, Commercial Insurance, Underwriting, Customer Service, Liability, Workers Compensation, Risk Management, Sales, New Business Development, Selling, Team Building, Sales Management, Casualty, Microsoft Office, Strategic Planning, Marketing Strategy, Management, Microsoft Word, Time Management, Microsoft Excel, Team Leadership, Accounts Receivable, Business Planning, Human Resources, Sales Presentations, Analytical Skills, Office Management, Organizational..., Market Planning, Highly detail oriented, Detailed Organization, Customer Oriented, Knowledge Management, Superior Work Ethic, Managing Database, Claims Investigations, Interpersonal Skill, Interpersonal..., Sales and Business..., Implement Business..., Marketing and..., Excellent Written and..., Interpersonal Leadership, Agency Bookkeeping, Client Relationships &..., Performance Motivation, Leadership, Marketing, Business Strategy, Brokers

Education
Penn State University   2011 — 2016
Working on Bachlors Degree, Law & Society

Dana Zoccoli Dana Zoccoli Greater New York City Area Details
Dana Zoccoli's Marshall & Sterling Experience October 2013 - Present
Job Assistant Client Service Representative at Marshall & Sterling
Industry Health, Wellness and Fitness
Experience
Marshall & Sterling   October 2013 - Present
Mike Arteaga's Health & Fitness Center   October 2011 - November 2012
Mike Arteaga's Health & Fitness Center   November 2009 - November 2012
Mike Arteaga's Health & Fitness Center   August 2008 - November 2012
Mike Arteaga's Health & Fitness Center   March 2007 - November 2012

Skills
Sales, Management, Training, Hiring Employees, Employee Training, Microsoft Office, Customer Service, Interviews, Event Management, Leadership, Recruiting, Certified Group..., Managing Meetings, Department Budgeting, Human Resources, Supply Ordering, Office Administration, Schedules, Employee Scheduling, Social Networking, Team Management, Mac OS, Open Enrollment, Eligibility, Team Building, Microsoft Excel, Social Media, Event Planning, Strategic Planning

Education
SUNY New Paltz   2005 — 2007
Bachelor's degree, Business Administration and Management, General

Dutchess Community College   2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Christina Coppola Christina Coppola Middletown, New York Details
Christina Coppola's Marshall & Sterling Experience May 2014 - February 2015
Job Agent/Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  March 2015 - Present
Marshall & Sterling   May 2014 - February 2015
State Farm  November 2000 - November 2013
Mobile Life Support Services  August 2008 - October 2009

Skills
Sales, Insurance, Customer Service, General Insurance, Property & Casualty..., 14 Years experience in..., Public Speaking, Cold Calling, Workers Compensation

Education
SUNY Orange   2003 — 2004
Business Administration

Barbara V. Press Barbara V. Press Middletown, New York Details
Barbara V. Press's Marshall & Sterling Experience January 2012 - Present
Job Large Accounts Commercial Lines CSR at Marshall & Sterling Insurance
Industry Insurance
Experience
Marshall & Sterling   January 2012 - Present
Allstate  January 2009 - January 2012
Windsor Capital Mortgage  September 2003 - October 2007
Wells Fargo Home Mortgage  October 2002 - March 2003
Ameriquest Mortgage Co  June 1999 - October 2002
US Navy & US Marine Corps   September 1992 - September 1998
Rhulen Insurance Agency   November 1984 - July 1992
Trubek Henkler and Grasso   1984 - 1987

Skills
Commercial Insurance, Computer Proficiency, Managerial skills, Microsoft Office, Telephone Skills, Team Leadership, Proposal Writing, Account Management, Municipalities, spreadsheets, Directors & Officers..., School Districts, Crime Insurance, Environmental Insurance, TAM/Applied, Inland Marine, Professional Liability, OCP, Umbrella Insurance, Workers Compensation, Real Estate, Mortgage Lending, Marketing, Insurance, Management

Education
Marist College   2013 — 2017
Business Administration and Management, General

Bryant & Stratton College - Albany   2009 — 2009
NYS P&C Agent & Broker school, Insurance, Passed NYS P&C Broker class

Ventura College   1999 — 2002
A.S. General Science degree, General Sciences, 3.2

Mahwah High School   1980 — 1984
High School

Eric Davids Eric Davids Greater New York City Area Details
Eric Davids's Marshall & Sterling Experience September 2009 - Present
Job
Industry Insurance
Experience
Marshall & Sterling   September 2009 - Present

Skills
Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Umbrella Insurance, Brokers, Health Insurance, Underwriting, Customer Service, Employee Benefits, Sales

Education
State University of New York at Albany   1974 — 1976
Bachelor's Degree, Molecular Biology

R. Melissa Sullivan R. Melissa Sullivan West Palm Beach, Florida Area Details
R. Melissa Sullivan's Marshall & Sterling Experience March 2014 - Present
Job Senior Account Executive at Marshall & Sterling, Inc. Equisport Division
Industry Insurance
Experience
Marshall & Sterling   March 2014 - Present
Celedinas Insurance Group  May 2012 - March 2014
Frank Crystal & Company  August 2010 - May 2012
Aon risk Services Miami FL   May 2004 - July 2010

Skills
Commercial Insurance, Property & Casualty..., Liability, Insurance, Claim, Professional Liability, Employee Benefits, Risk Management, Umbrella Insurance, Brokers, D&O, Negotiation, Strategic Planning, Underwriting, General Insurance, Legal Liability, Reinsurance, Health Insurance, Captives, Workers Compensation, Financial Risk, Employment Practices..., Casualty, Claims Management, Commercial Lines, Insurance Brokerage, Term Life Insurance, Inland Marine, Product Liability, Liability Analysis, Brokerage, Licensed Property, Medical Malpractice, Analysis, Property, Casualty Insurance, Disability Insurance, Marketing Strategy, Life Insurance

Education
Bentley University   1982 — 1986
B.S., Marketing/Management

Sorbonne University   1984 — 1984
Associate's degree, Liberal Arts/Language

Kerrie Helwig Kerrie Helwig Schenectady, New York Details
Kerrie Helwig's Marshall & Sterling Experience February 2006 - Present
Job Customer Service Representative Personal Lines at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   February 2006 - Present

Skills
Commercial Insurance, Underwriting, Insurance, Property & Casualty..., Health Insurance

Education
Siena College   1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General

Hope Still Hope Still Greater New York City Area Details
Hope Still's Marshall & Sterling Experience December 2013 - Present
Job Risk Management Resources & Sales Development Coordinator at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   December 2013 - Present
Marshall & Sterling   May 2011 - Present
Marshall & Sterling   June 2010 - May 2011

Skills
Photoshop, Illustrator, InDesign, Excel, Word, PowerPoint, Keynote, Constant Contact, Joomla, Microsoft Excel, Microsoft Word, Marketing, Facebook, Social Networking, Insurance, Property & Casualty..., Workers Compensation, Research, Customer Service, Commercial Insurance, Sales, Underwriting, Professional Liability

Education
State University of New York at New Paltz   2014 — 2016
Master of Arts (M.A.), Mental Health Counseling

State University of New York at Albany   2007 — 2011
Bachelor's degree, Psychology, Minor in Journalism, Concentrations in Neuroscience, Evolutionary Psychology

Jonathan Bohn Jonathan Bohn Greater New York City Area Details
Jonathan Bohn's Marshall & Sterling Experience May 2015 - Present
Job Sales Executive at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   May 2015 - Present

Skills
Insurance, Property & Casualty..., Commercial Insurance, Customer Service, Account Management, Employee Benefits, Risk Management, General Insurance

Education
The Culinary Institute of America   2003 — 2006
Associate of Arts and Sciences (AAS)

The Culinary Institute of America   2001 — 2003
AOS Culinary Arts

Monica Valentin Monica Valentin Poughkeepsie, New York Details
Monica Valentin's Marshall & Sterling Experience September 2015 - Present
Job Account Manager at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   September 2015 - Present
Marshall & Sterling   April 2013 - Present
Cupcake Confessions   May 2009 - Present
The Artist's Palate & CANVAS   January 2013 - June 2013
Buds & Events   June 2012 - January 2013
The Children's Home of Poughkeepsie  April 2008 - March 2012
St. Cabrini Home, Inc.   April 2007 - April 2008

Skills
Organization, Highly detail oriented, Computer Proficiency, Event Management, Event Planning, Coordinating Events, Problem Solving, Conflict Resolution, Coordinating services, Customer Service, Case Managment, Report Writing, Case Management

Education
University of New Haven   2003 — 2007
Bachelor of Arts (B.A.), Clinical Psychology

FDR

Margaret Barese Margaret Barese Greater New York City Area Details
Margaret Barese's Marshall & Sterling Experience November 2010 - January 2015
Job Account Manager at Carlson & Carlson Inc.
Industry Insurance
Experience
Carlson & Carlson, Incorporated   March 2015 - Present
Marshall & Sterling   November 2010 - January 2015
AIG American General  October 1989 - November 2010

Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Umbrella Insurance, Liability, Health Insurance, Casualty, Commercial Lines, Employee Benefits, Customer Service, Inland Marine, Sales, Marketing, Brokers, Casualty Insurance

Education
Gibbs College

Teikyo Post University
Marketing

Genevieve Buckman, CIC, CISR Genevieve Buckman, CIC, CISR Kingston, New York Details
Genevieve Buckman, CIC, CISR's Marshall & Sterling Experience December 2005 - April 2012
Job PSC Financial Services Instructor at Bryant & Stratton College
Industry Insurance
Experience
Bryant & Stratton College  January 2015 - Present
DeForest Group Inc  April 2012 - Present
Harrington Education Center   July 2014 - January 2015
Marshall & Sterling   December 2005 - April 2012
The Reis Group   2000 - 2005

Skills
Property & Casualty..., Underwriting, Insurance, Professional Liability, Claim, General Insurance, Brokers, Umbrella Insurance, Inland Marine, Customer Service, Workers Compensation, Casualty, Liability, Employment Practices..., Commercial Lines, Casualty Insurance, Legal Liability, Commercial Insurance

Education
Bryant and Stratton College
Property and Casualty Insurance Broker's license, Insurance

Kingston High School

Ulster County Community College
Mathematics and Statistics, 4.0

Jenna DePue Jenna DePue New York, New York Details
Jenna DePue's Marshall & Sterling Experience January 2013 - May 2013
Job Analyst at Ipreo
Industry Financial Services
Experience
Ipreo  June 2014 - Present
Bank of America Merrill Lynch  June 2013 - September 2013
Marshall & Sterling   January 2013 - May 2013
Marist College Greystone Fixed Income Fund   January 2013 - May 2013
Marist College Greystone Equity Fund   August 2012 - December 2012
Callaghan Tax Services, Incorporated   June 2012 - August 2012

Skills
Financial Analysis, Financial Statement..., Investment Strategies, Investment Valuation, Investment Selection, Communication, Relationship Management, Project Management, Organization, Close Attention to..., Problem Solving, Technology, Microsoft Office, Equities, PowerPoint, Bloomberg Terminal, Investment Management, Bloomberg, Investments, Fixed Income

Education
Marist College   2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services

Samantha Townsend Samantha Townsend New York, New York Details
Samantha Townsend's Marshall & Sterling Experience December 2009 - January 2011
Job Social Studies Teacher
Industry Primary/Secondary Education
Experience
Public Preparatory Network  July 2014 - Present
Washingtonville Central School District  April 2014 - June 2014
Monroe Jeweler's   October 2011 - May 2014
Cornwall Central School District  October 2013 - April 2014
Ramapo High School  March 2013 - May 2013
Monroe-Woodbury Central School District  January 2013 - March 2013
Orange County Government  May 2011 - August 2011
Marshall & Sterling   December 2009 - January 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Classroom

Education
City College of New York (CUNY)   2014 — 2016
Master of Arts (M.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor

SUNY Oneonta   2009 — 2013
Bachelor of Science (B.S.), Social Studies Teacher Education and History

Graham DeOrsay Graham DeOrsay Greater New York City Area Details
Graham DeOrsay's Marshall & Sterling Experience January 2013 - June 2013
Job Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings  August 2014 - Present
Stifel Financial Corp.  September 2013 - May 2014
Bloomberg LP  January 2013 - May 2014
Marshall & Sterling   January 2013 - June 2013

Skills
Credit Analysis, Structured Finance, Credit Rating, Financial Analysis, Financial Statements, Investments, Project Management, Communication, Financial Modeling, Microsoft Excel, Fixed Income Analysis, Loan Portfolio Analysis, Structured Credit, CLO, CDO, Investment Research

Education
SUNY New Paltz   2010 — 2014
Bachelor of Science (B.S.), Finance Major/English Minor, 3.4

Long Island Lutheran High School   2006 — 2010

Bloomberg Institute, BAT Campus Ambassadors
Campus Ambassador Program

Janet Fredericks Janet Fredericks Woodstock, New York Details
Janet Fredericks's Marshall & Sterling Experience December 1990 - Present
Job Sr Client Service Representative at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   December 1990 - Present

Skills
Large Specialty..., General Contractors, Pawnbrokers, Check Cashing Industry, Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, Workers Compensation, Umbrella Insurance, Employee Benefits, Underwriting, Legal Liability, Sales

Education
Albert Lea Senior High , Albert Lea, MN   1966 — 1968

Carmel High School, Mundelein IL   1964 — 1966

Ulster County Community College

Thomas Schulte Thomas Schulte Boston, Massachusetts Details
Thomas Schulte's Marshall & Sterling Experience December 2014 - May 2015
Job Sales Development at VMTurbo
Industry Computer Software
Experience
VMTurbo  June 2015 - Present
Marshall & Sterling   December 2014 - May 2015
Michael Roberts Associates, Inc.   May 2014 - September 2014
Drumlins Country Club  May 2013 - September 2014
Marist College  August 2011 - May 2013
Holy Cross Elementary School  October 2010 - June 2011

Education
Marist College   2011 — 2015
Business and Personal/Financial Services Marketing Operations

Universidad de Sevilla   2013 — 2014
Business/Managerial Economics

Jamesville-Dewitt High School   2008 — 2011
High School

Chet Schneider Chet Schneider Greater New York City Area Details
Chet Schneider's Marshall & Sterling Experience October 2010 - Present
Job Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   October 2010 - Present
MVP/EmblemHeatlh   June 2001 - September 2010
Aetna  1990 - 2001

Skills
Health Insurance, Insurance, Health Savings Accounts, Employee Benefits, Underwriting, Disability Insurance, Brokers, Managed Care, Workers Compensation, Property & Casualty..., Medicare, Commercial Insurance, Account Management, Claim, Strategic Planning, Sales Management, PPO, Professional Liability, Medicaid, Sales, Life Insurance, Term Life Insurance

Education
Fordham University - Graduate School of Business Administration   1986 — 1990
BS, Finance

Ryan Nelthropp Ryan Nelthropp Virgin Islands (U.S.) area Details
Ryan Nelthropp's Marshall & Sterling Experience March 2014 - Present
Job Account Executive at Marshall & Sterling
Industry Marketing and Advertising
Experience
Marshall & Sterling   March 2014 - Present
Booker Software  December 2012 - February 2014
ALC  July 2011 - December 2012
APB Communications   January 2011 - May 2011
Must Chocolate LLC   May 2010 - August 2010

Skills
Social Media, Marketing Strategy, SEO, Marketing, Online Advertising, Advertising, Market Research, Social Media Marketing, Event Planning, Event Management, PowerPoint, Blogging, Microsoft Excel, Microsoft Word, New Business Development, Integrated Marketing, Digital Marketing, SEM, Sales

Education
Rider University   2007 — 2011
Bachelor of Science in Business Administration, Marketing

Stephen Kalmus, CPIA, CLCS Stephen Kalmus, CPIA, CLCS Greater New York City Area Details
Stephen Kalmus, CPIA, CLCS's Marshall & Sterling Experience November 2010 - Present
Job Sales Executive at Marshall & Sterling
Industry Insurance
Experience
Greater Monroe Chamber of Commerce   April 2011 - Present
Marshall & Sterling   November 2010 - Present
BNI - Hudson Valley   April 2004 - Present
Chester Fire Department  August 1997 - Present
Marshall & Sterling   January 2012 - December 2013
Chester Volunteer Ambulance Corps   January 2011 - December 2011
The Keats Agency  December 2006 - November 2010
Walter Rose Agency   August 2004 - December 2006

Skills
Insurance, Workers Compensation, Customer Service, Customer Relations, Risk Management, Property & Casualty..., Commercial Insurance, Sales, Commercial Lines, Liability, Umbrella Insurance, Casualty, Brokers, Casualty Insurance, Employee Benefits, Legal Liability, Management, Professional Experience, Professional Liability, Sales Management, Small Business, Underwriting

Education
Hartford School of Insurance   2003 — 2003
Property & Casualty Insurance

Ramapo College of New Jersey   1998 — 2002
Bachelors, Finance

Sidney DeAlmo Sidney DeAlmo New York, New York Details
Sidney DeAlmo's Marshall & Sterling Experience September 2013 - May 2015
Job Intern at Marshall & Sterling
Industry Marketing and Advertising
Experience
Yelp  August 2015 - Present
Marshall & Sterling   September 2013 - May 2015
Q Drinks  May 2014 - August 2014

Skills
Microsoft Word, Microsoft Excel, Time Management, Social Networking, Marketing, Microsoft Office, PowerPoint, Management, Market Research, Outlook, Social Media, Team Building, Teamwork, Photoshop, Customer Service, Public Speaking, Fundraising, Marketing Communications, Sales, Facebook, Research, Advertising, Salesforce.com, Marketing Strategy

Education
Marist College   2011 — 2015
BS, Business Administration with a concentration in Marketing

East Greenwich High School   2007 — 2011

Susanne Mayone-Omar Susanne Mayone-Omar Greater New York City Area Details
Susanne Mayone-Omar's Marshall & Sterling Experience January 2012 - Present
Job Insurance & Retail Banking with Operations, Management and Sales Expertise
Industry Financial Services
Experience
Marshall & Sterling   January 2012 - Present
EmblemHealth  2007 - 2012

Skills
Insurance, Health Insurance, Underwriting, Sales, Employee Benefits, Marketing, Management, Customer Service, Strategic Planning, Commercial Insurance, Finance, Financial Services, Microsoft Excel, Brokers, Operations Management, Outlook

Education
State University of New York Empire State College   2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General

America’s Community Bankers National School of Banking   2001 — 2003
Business, Banking, Management, and Marketing

Emily Wadsworth Emily Wadsworth Rochester, New York Area Details
Emily Wadsworth's Marshall & Sterling Experience June 2010 - August 2011
Job Pharmacy Support Center Technician at Wegmans Food Markets
Industry Research
Experience
Wegmans Food Markets  September 2013 - Present
the Wadsworth Household   July 2003 - Present
Marshall & Sterling   June 2010 - August 2011
George Larry State Farm Agency   May 2008 - May 2010
Craig Smith State Farm Agency   December 2006 - April 2008
Brown & Brown  May 2002 - December 2006

Skills
American Sign Language, Computer Literate, Spanish (some), Workers Compensation, Teaching, Small Business, Customer Service, Customer Retention, Microsoft Office, Price Quotes, Call Centers, Data Entry, Direct Sales, Tax Preparation, Tax Returns, Customer Oriented, Insurance, Commercial Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Umbrella Insurance, HIPAA, Homeowners, Childcare, Experience Working with..., Children, Interior Design, Handyman Services

Education
Monroe Community College   1998 — 2004
Interior Design and Criminal Law

Churchville-Chili High School   1995 — 1998
H.S. Regents Diploma, Social Studies & Foreign Language

Kristen L Valente Kristen L Valente Greater New York City Area Details
Kristen L Valente's Marshall & Sterling Experience May 2015 - Present
Job Senior Human Resources Professional
Industry Human Resources
Experience
Marshall & Sterling   May 2015 - Present
Smiths Detection  August 2009 - August 2012
Smiths Detection  April 2008 - August 2009
Morgan Stanley  April 2006 - February 2008
Atlantic Bank  September 2004 - May 2006
Alitalia Compagnia Aerea Italiana SpA  March 2003 - September 2004

Skills
Employee Relations, Performance Management, Talent Acquisition, Recruiting, Succession Planning, Organizational..., Employee Engagement, HR Policies, Onboarding, Deferred Compensation, Human Resources, Employee Benefits, Change Management, Leadership Development, Coaching, Benefits Administration, HRIS, Employment Law, Professional Manner, Acquisitions, Talent Management, Teamwork, Program Management, Analysis, Leadership, Team Building, Process Improvement, Training, Labor Relations, Policy, Management, Interviews

Education
Providence College   1997 — 1999
Bachelor Degree, Psychology

New York University   2003 — 2005
Diploman in HR Management, Human Resources Development

Taylor Severson Taylor Severson Greater New York City Area Details
Taylor Severson's Marshall & Sterling Experience February 2013 - May 2013
Job Account Specialist at Indeed.com
Industry Marketing and Advertising
Experience
Indeed.com  August 2015 - Present
Fairfield County Bank  August 2014 - Present
MSCO  January 2014 - April 2014
Absolute Logic   May 2013 - August 2013
Marshall & Sterling   February 2013 - May 2013
Big Y Foods  September 2009 - January 2013
The Taunton Press  September 2009 - June 2010

Skills
Advertising, Blogging, Social Media, Market Research, Email Marketing, Copywriting, Photoshop, Adobe Creative Suite, Mac, Illustrator, Media Planning, Storyboarding, Avid Media Composer, Video Editing, Video Production, Client Relations, Direct Marketing, Press Releases, Constant Contact, Digital Copywriting, Corporate Communications, Project Management, Customer Service..., Mail Merge

Education
Marist College   2010 — 2014
Bachelor of Arts (B.A.), Communications-Advertising, Graduated Cum Laude

Chad Granger Chad Granger Albany, New York Area Details
Chad Granger's Marshall & Sterling Experience March 2014 - August 2014
Job Client Retention Specialist, Business Services Consultant, ACA Content Expert, and a Broker's Best Friend
Industry Insurance
Experience
PrimePay  August 2014 - Present
Marshall & Sterling   March 2014 - August 2014
The Heritage Group  April 2013 - 2014
Empire Blue Cross  2007 - 2013
Empire Blue Cross  2004 - 2007
Empire Blue Cross  1997 - 2004
The Record  January 1997 - September 1997

Skills
Account Management, Customer Relations, Insurance, Customer Service, Health Insurance, Sales Management, New Business Development, Health Savings Accounts, Strategic Planning, Team Building, Disability Insurance, Negotiation, Brokers, Process Improvement, Outlook, Employee Benefits, Sales, Cold Calling, Direct Sales, Selling, Management

Education
SUNY Albany
BA, English with double minor in History and Political Science, 3.49

SUNY Adirondack
AA, Liberal Arts, 3.5

Kelly Constable Kelly Constable Greater New York City Area Details
Kelly Constable's Marshall & Sterling Experience March 2011 - Present
Job Customer Service Representative Supervisor
Industry Human Resources
Experience
Marshall & Sterling   March 2011 - Present
The Chazen Companies  September 1999 - March 2010

Skills
Microsoft Office, Project Planning, Strategic Planning, Microsoft Excel, Sales, Insurance, Human Resources, Customer Service

Education
Marist College   1994 — 1997

DeForest Howland DeForest Howland Millbrook, New York Details
DeForest Howland's Marshall & Sterling Experience September 2001 - December 2009
Job Business Development at Ralph V Ellis Insurance
Industry Insurance
Experience
Ralph V. Ellis Insurance   February 2014 - Present
North American Partners in Anesthesia  December 2009 - January 2014
Marshall & Sterling   September 2001 - December 2009

Skills
Hospitals, Insurance, Customer Service, Healthcare, New Business Development, Healthcare Management, Management, Business Development, Public Speaking, Strategic Planning, Marketing Strategy, Budgets, Process Improvement, Team Building, Healthcare Consulting, Healthcare Industry, Leadership, Practice Management, Revenue Cycle, Physician Relations, Sales

Education
City University of New York-Baruch College
Finance

Salisbury School

Frank Smith, CPA Frank Smith, CPA Greater New York City Area Details
Frank Smith, CPA's Marshall & Sterling Experience August 2011 - Present
Job Controller Marshall & Sterling
Industry Insurance
Experience
United Way of Dutchess - Orange Region   May 2013 - Present
Marshall & Sterling   August 2011 - Present
Vanacore, DeBenedictus, DiGovanni & Weddell   September 2004 - August 2011
Hyde Park Central School District Audit Committee   July 2009 - June 2011
Adams Fairacre Farms  1997 - 2004

Skills
Accounting, Financial Accounting, QuickBooks, Financial Reporting, Auditing, Internal Controls, Payroll, Financial Analysis, Budgets, Microsoft Excel, Tax, Bookkeeping, Income Tax, Tax Preparation, Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, Corporate Tax, CPA, Insurance, Managerial Finance, Financial Statements

Education
Marist College   2002 — 2004
Bachelors of Science, Accounting

Dutchess Community College   2000 — 2002
Associates Degree, Criminal Justice

Dan Round Dan Round Albany, New York Area Details
Dan Round's Marshall & Sterling Experience January 1994 - Present
Job Senior Sales Executive
Industry Insurance
Experience
Marshall & Sterling   January 1994 - Present
Marshall & Sterling Upstate Inc   1986 - 2010
Independent Insurance Agents of the Capital Region   January 2008 - January 2009

Skills
Umbrella Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Cyber Liability, Surety Bonds, Legal Liability, Casualty, Commercial Insurance, Selling, Underwriting, Management, Liability Analysis, Insurance, Brokers, Inland Marine, Commercial Lines, Casualty Insurance

Education
Roger Williams University   1982 — 1986
BS, Business Management

Fred P Ramos Fred P Ramos Greater New York City Area Details
Fred P Ramos's Marshall & Sterling Experience October 2011 - Present
Job Representative
Industry Insurance
Experience
Marshall & Sterling   October 2011 - Present
Milbrandt & Co., Inc.   July 2010 - October 2011
Mutual of Omaha  2008 - 2010
CLG Financial   1998 - 2004
Prudential Insurance  1984 - 1991

Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Sales, Umbrella Insurance, Professional Liability, Legal Liability, Health Insurance, Casualty, Fixed Annuities

Education
Rutgers Business School

Matt Donohue Matt Donohue Greater New York City Area Details
Matt Donohue's Marshall & Sterling Experience November 2006 - January 2008
Job Senior Broker at Aon Aviation
Industry Insurance
Experience
Aon Risk Solutions  March 2010 - Present
Willis Insurance  January 2008 - March 2010
Marshall & Sterling   November 2006 - January 2008

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

Education
University of Bridgeport   1999 — 2001
Bachelor's degree, Human Services, General

Rockland Community College   1997 — 1999
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

Aaron Palmiter Aaron Palmiter Staatsburg, New York Details
Aaron Palmiter's Marshall & Sterling Experience January 2012 - June 2013
Job AARP Medicare Supplements & PDP, Small Group, Individual & Family Health Plans, NYSofHealth, Subsidies & Dental
Industry Insurance
Experience
Palmiter Business Solutions Inc.   October 2013 - Present
Marshall & Sterling   January 2012 - June 2013
Total Health Solutions Inc dba Palmiter Benefits Group   January 2009 - January 2012
Video Transfer Solutions LLC   January 2010 - February 2011
Palmiter Benefits Group LLC   September 2005 - January 2009

Skills
Video Editing, Microsoft Office, Social Networking, Social Media Marketing, Public Speaking, Microsoft Excel, Outlook, Photoshop, Team Building, Mac, Facebook, Photography, Invoicing, Creative Writing, Email Marketing, Blogging, Digital Photography, Employee Relations

Education
Siena College   2005 — 2009

Scott Sweeney Scott Sweeney Greater New York City Area Details
Scott Sweeney's Marshall & Sterling Experience June 2008 - Present
Job Sales Executive At Marshall & Sterling Insurance
Industry Insurance
Experience
Marshall & Sterling   June 2008 - Present
Walkway Over the Hudson  June 2011 - Present
A.G. Edwards & Sons, Inc.   October 2005 - June 2008

Skills
Health Insurance, Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Professional Liability, Umbrella Insurance, Underwriting, Legal Liability

Education
Marist College   2000 — 2004
Marketing, Marketing

Nadia Garibaldi Nadia Garibaldi Rochester, New York Area Details
Nadia Garibaldi's Marshall & Sterling Experience April 2007 - August 2008
Job seeking part time work
Industry Insurance
Experience
AAA Insurance of Western and Central NY   December 2008 - July 2011
Marshall & Sterling   April 2007 - August 2008
First Niagara Bank  June 2005 - March 2007
Manpower  1999 - 2000

Education
State University of New York Empire State College   2005 — 2008
Business Administration with concentration in Marketing

Monroe Community College   2003 — 2005
Associates, Business Administration

State University of New York College at Geneseo   1996 — 1999
Communicative Disorders and Sciences

Eastridge High School   1992 — 1996

Eric Diamond Eric Diamond Greater New York City Area Details
Eric Diamond's Marshall & Sterling Experience May 2009 - Present
Job Director of Group Benefits, Marshall & Sterling, Inc.
Industry Insurance
Experience
Marshall & Sterling   May 2009 - Present
JS Diamond Group, Inc.   May 2001 - June 2009
Aetna Health Plans  July 1998 - May 2001
US Army  October 1991 - September 1994

Skills
Health Insurance, Employee Benefits, Insurance, Workers Compensation, Health Savings Accounts, Property & Casualty..., Disability Insurance, Brokers, Underwriting, Commercial Insurance, Professional Liability, COBRA, Umbrella Insurance, Strategic Planning, Claim, Long-term Care, Medicare, Risk Management, Sales, Term Life Insurance

Education
State University of New York College at Oneonta   1994 — 1998
BS, Sociology and Marketing

Hauppauge High School   1988 — 1991

Debbie Bernard Debbie Bernard Greater New York City Area Details
Debbie Bernard's Marshall & Sterling Experience January 1986 - Present
Job Sr. Financial Service Rep at Marshall & Sterling
Industry Accounting
Experience
Marshall & Sterling   January 1986 - Present
Marshall & Sterling Inc.   January 1986 - Present
Pats Hallmark   January 1988 - October 2003
Bank of New York  September 1985 - September 1985

Skills
Accounting, Customer Service, Accounts Receivable, Accounts Payable, Account Reconciliation, Fundraising, Time Management, Microsoft Excel, Retail, Bookkeeping, Auditing, Financial Statements

Education
Dutchess Community College
Accounting

Heather Esposito Heather Esposito Poughkeepsie, New York Details
Heather Esposito's Marshall & Sterling Experience January 2013 - Present
Job Commercial Lines Account Representative at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   January 2013 - Present
Kallman Insurance   October 2004 - January 2013
The Spain Insurance Agency   2003 - 2004
State Farm  2002 - 2003

Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Commercial Lines, Underwriting, Liability, Legal Liability, Umbrella Insurance, Casualty, Professional Liability, General Insurance, Inland Marine

Education
State University of New York at New Paltz   1995 — 1999
Bachelor of Arts (BA), Psychology

Marlboro High School

Marlboro High School

Kirsten Mackey Kirsten Mackey Dallas/Fort Worth Area Details
Kirsten Mackey's Marshall & Sterling Experience January 2010 - March 2014
Job Jr. Stop Loss Coordinator, HeathSmart
Industry Insurance
Experience
HealthSmart  May 2015 - Present
Liberty Mutual Insurance  November 2014 - April 2015
Marshall & Sterling   January 2010 - March 2014
Sleepy Hollow Country Club  September 2005 - October 2009

Skills
Equestrian, Commercial Insurance, Customer Satisfaction, Employee Benefits, Horses, Insurance, Professional Liability, Health Insurance, Legal Liability, Brokers, Umbrella Insurance, Underwriting, Term Life Insurance, Customer Service, Health Savings Accounts, Life Insurance, Claim, Disability Insurance, Account Management, Sales, Property, General Insurance, Small Business, Microsoft Excel, Microsoft Office, Claims Management

Education
Post University   2000 — 2004
Bachelor of Science (B.S.), Equine Management & Environmental Studies

American Riding Instructors Association
Nationally Certified, Dressage Instruction & Stable Management

Vernard Mathis Vernard Mathis Albany, New York Area Details
Vernard Mathis's Marshall & Sterling Experience February 2015 - Present
Job Account Executive at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   February 2015 - Present
Liberty Mutual Insurance  November 2012 - January 2015
Verizon Wireless  November 2010 - October 2012
Aflac  2009 - 2011
Chartwells (Higher Education Division)   March 2004 - March 2009
The Coca-Cola Company  October 1999 - March 2004
Keybank  1998 - 2000

Skills
Sales, Account Management, Direct Sales, Cold Calling, Sales Management, Customer Satisfaction, Customer Retention, Marketing, Sales Presentations, Leadership, Strategic Planning, Management, New Business Development, Sales Process, Sales Operations, PowerPoint, Forecasting, Inventory Management, Budgets, Retail, Competitive Analysis, Salesforce.com, Marketing Strategy, Selling, Life Insurance, Income Statement, Business Planning, Financial Analysis, Program Management, Property & Casualty..., P&L, Profit, Finance, Consultative Sales..., Social Media Marketing, Social Networking, Commercial Insurance

Education
State University of New York at Albany   1998 — 2001
Bachelor of Arts (B.A.), Economics

Massachusetts College of Liberal Arts   1997 — 1998

Shaker High School   1995 — 1997
Regents Diploma

Albany High School   1993 — 1995

Arbor Hill Elementary, Albany High School

Cindy Nichtberger Cindy Nichtberger Greater New York City Area Details
Cindy Nichtberger's Marshall & Sterling Experience September 2014 - Present
Job Human Resources Services Specialist
Industry Human Resources
Experience
Marshall & Sterling   September 2014 - Present
Search Support Group   November 2007 - September 2014

Skills
Recruiting, Talent Acquisition, Executive Search, Sourcing, Interviews, Applicant Tracking..., Employment Law, Talent Management, Human Resources, Performance Management, Customer Service, Strategy

Education
Syracuse University College of Law   1986 — 1989
JD

University of Vermont   1982 — 1986
BA, Political Science

Jeanne Maloy Jeanne Maloy Albany, New York Area Details
Jeanne Maloy's Marshall & Sterling Experience September 1980 - Present
Job Vice President Branch Manager of Marshall & Sterling Upstate Inc.
Industry Insurance
Experience
Marshall & Sterling   September 1980 - Present

Education
State University of New York College at Plattsburgh   1976 — 1980
BS, Accounting

Notre Dame Bishop Gibbons High School   1972 — 1976

Ed Kipp Ed Kipp Greater New York City Area Details
Ed Kipp's Marshall & Sterling Experience Underwriting & Claims ManagerClub AgencyApril 1979 - March 1987
Job Branch Manager at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   Underwriting & Claims ManagerClub AgencyApril 1979 - March 1987

Skills
Insurance, Underwriting, Workers Compensation, Commercial Insurance, Claim, Property & Casualty..., Professional Liability, Casualty, Umbrella Insurance, Commercial Lines, Liability, Legal Liability, Inland Marine, Disability Insurance, General Insurance, Brokers, Health Insurance

Education
Dominican College of Blauvelt   1974 — 1979
B.S., Business Management

Lisa S. Damaso Lisa S. Damaso Fort Myers, Florida Area Details
Lisa S. Damaso's Marshall & Sterling Experience November 1999 - November 2002
Job Student At Keller Graduate School of Management
Industry Accounting
Experience
H&R Block  November 2011 - April 2014
DeVry University  October 2006 - July 2012
Iglesia de dios Sol de justicia   1997 - 2009
Innovative Telecommunications Company (Vitelco)   November 2002 - October 2006
Marshall & Sterling   November 1999 - November 2002
St. Croix Insurance   July 1994 - November 1999
St. Croix Insurance   August 1998 - May 1999

Skills
Analysis, Time Management, Accounts Receivable, Accounts Payable, Project Planning, Financial Accounting, Customer Service, Process Scheduler, Accounting, Budgets, Public Speaking, Financial Reporting, Problem Solving, Strategic Planning, Project Management, Bookkeeping, Critical Thinking, Income Tax, Managerial Accounting, Higher Education, Telephone Skills, Lead Generation, Internal Controls, Process Improvement, US GAAP, Market Research, Logistics, Scheduling, Marketing Strategy, Risk Assessment, International Business..., Lead Scoring, P&C Insurance, Territory Management, Account Reconciliation, Marketing, microsoft projects, Training, Payroll, PeopleSoft, Internal Audit, Insurance, Small Business, Finance, Team Leadership, QuickBooks, Invoicing, Microsoft Excel, MS Project

Education
Keller Graduate School of Management of DeVry University   2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance with CPA Review

Keller Graduate School of Management of DeVry University   2012 — 2013
Masters Certificate, Project Management

H & R Block Tax School   2011 — 2012
Tax Professional, Finance, 93

University of the Virgin Islands   1991 — 1999
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services

University of the Virgin Islands   1990 — 1999
Bachelor of Arts (BA), Accounting

St. Croix Central high School   1982 — 1986
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jeremy Schokman Jeremy Schokman Greater New York City Area Details
Jeremy Schokman's Marshall & Sterling Experience 2009 - Present
Job Insurance Agent at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   2009 - Present
Marshall & Sterling   2009 - Present

Skills
Umbrella Insurance, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Professional Liability, Casualty, Underwriting, Commercial Lines, Brokers, Claim, Inland Marine, Legal Liability, Health Insurance, Team Building, Sales, Casualty Insurance

Education
Marist College   1979 — 1983
Bachelor's degree, Accounting

Craig Pesce, CFP® Craig Pesce, CFP® Greater New York City Area Details
Craig Pesce, CFP®'s Marshall & Sterling Experience February 2013 - Present
Job Director of Marshall & Sterling Wealth Advisors
Industry Financial Services
Experience
Marshall & Sterling   February 2013 - Present
Wilmington Trust- Wealth Advisory Divsion of M&T Bank   January 2011 - February 2013
M&T Bank  January 2010 - December 2011
M&T Bank  March 2001 - February 2010
PaineWebber  January 1998 - March 2001
UBS Wealth Management  1999 - 2001

Skills
Retirement Planning, Financial Planning, Asset Management, Estate Planning, Insurance, Investments, Investment Advisory, Asset Allocation, Series 24, Series 65, Series 7, Series 63, Certified Financial..., Portfolio Management, Financial Advisory, Life Insurance, Financial Services, Finance

Education
The American College   2007 — 2011
Certified Financial Planner, Financial Planning and Services

Marist College   1994 — 1997
Bachelor's of Science, Finance, Business Administration

Roger Williams University   1992 — 1994
Architecture

Baldwin Lauren Baldwin Lauren Fishkill, New York Details
Baldwin Lauren's Marshall & Sterling Experience June 2003 - July 2007
Job Sales Acct. Coordinator at MVP Health Care
Industry Marketing and Advertising
Experience
MVP Health Care  August 2007 - Present
Marshall & Sterling   June 2003 - July 2007

Skills
Health Insurance, Brokers, Commercial Insurance, Office Management, Direct Sales, Healthcare, Dentistry, Employee Benefits, Health Savings Accounts, Sales, Insurance, Marketing, Account Management, Customer Service, Disability Insurance, Medicare, Managed Care

Education
SUNY New Paltz   1999 — 2001
Bachelor of Arts, Anthropology/Journalism

Barbara Sinclair Barbara Sinclair Stirling, New Jersey Details
Barbara Sinclair's Marshall & Sterling Experience October 1989 - May 2000
Job Bond Claims Representative at Selective Insurance Company of America
Industry Insurance
Experience
Selective Insurance Company of America  November 2014 - Present
Erie Trackside   November 2002 - Present
Selective Insurance  June 2004 - November 2014
Pike County District Attorney's Office   April 2001 - June 2004
Marshall & Sterling   October 1989 - May 2000

Skills
Commercial Insurance, Property & Casualty..., Insurance, Underwriting, Liability, Casualty Insurance, Claim, Customer Service, General Insurance

Education
SUNY Geneseo   1984 — 1986
Business

Port Jervis High School   1980 — 1984
Business

Centenary College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Centenary College

Susan Durling, CIC, CISR Susan Durling, CIC, CISR Greater New York City Area Details
Susan Durling, CIC, CISR's Marshall & Sterling Experience April 1987 - April 1988
Job Senior Account Executive at The Zanetti Agency
Industry Insurance
Experience
The Zanetti Agency   June 2007 - Present
Kallman Insurance Agency   June 1996 - May 2007
The Valley Group   May 1988 - March 1996
Marshall & Sterling   April 1987 - April 1988
Underwriters Adjusting Company (Continental Ins.)   September 1972 - October 1987

Skills
General Insurance, Insurance, Claims, Accident, Commercial Insurance, Commercial Lines, Term Life Insurance, Claim, Legal Liability, Whole Life, Training, Workers Compensation, Property & Casualty..., Umbrella Insurance, Brokers, Liability

Education
Dutchess Community College   2003 — 2006
AAS, Accounting

Newburgh Free Academy   1969 — 1972
Business Degree, Bookkeeping

SUNY New Paltz
Accounting

Jill Rose Jill Rose Greater New York City Area Details
Jill Rose's Marshall & Sterling Experience June 2014 - Present
Job Account Manager at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   June 2014 - Present
MVP Health Care  January 2001 - February 2014
New York Medical Imaging (now CareCore National)   August 2000 - October 2000
CompreServ, Inc.   April 1991 - July 2000

Skills
Health Care Reform, Product Marketing, Employee Benefits, New Business Development, Account Management, Customer Service, Teamwork, Consulting, Salesforce.com, Health Insurance, Lead Generation, Process Improvement, Benefits Administration, Sales Presentations, Sales, Claims Management, Brokers, Medicare, Claim, Open Enrollment, Health Savings Accounts, Underwriting, HMO, Dentistry, Healthcare, Managed Care, Insurance, Leadership, Term Life Insurance, Whole Life, Long-term Care, Group Insurance, Claims Resolution, Public Speaking, Accident

Education
SUNY Oneonta   1986 — 1990
Bachelor of Science, Business Economic & Psychology

Carol Streaser, CIC Carol Streaser, CIC Nanuet, New York Details
Carol Streaser, CIC's Marshall & Sterling Experience April 1995 - October 2000
Job Account Manager at CLG Insurance
Industry Insurance
Experience
CLG Insurance  November 2000 - Present
Marshall & Sterling   April 1995 - October 2000
Allstate Insurance  September 1988 - April 1995
GEICO  1970 - 1980

Skills
Commercial Insurance, Brokers, New Business Development, General Insurance, Health Insurance, Employee Benefits, Legal Liability

Education
Cazenovia College   1966 — 1968
Associate's Degree, General Sales, Merchandising and Related Marketing Operations

Gloria Fryer Gloria Fryer Utica, New York Area Details
Gloria Fryer's Marshall & Sterling Experience January 2014 - Present
Job Vice President Director Personal Lines
Industry Insurance
Experience
Marshall & Sterling   January 2014 - Present
Marshall & Sterling Insurance Svcs.   January 2014 - Present
Farmers Insurance Group of Companies  March 1998 - June 2013

Skills
Commercial Lines, General Insurance, Umbrella Insurance, Commercial Insurance, Insurance, Property & Casualty..., Liability, Workers Compensation, Casualty, Legal Liability, Brokers, Casualty Insurance

Education
Saint Bonaventure University   1970 — 1975
Bachelor's degree, Philosophy

Lauren Reinmiller Lauren Reinmiller Greater Detroit Area Details
Lauren Reinmiller's Marshall & Sterling Experience September 2013 - Present
Job Equine Account Manager at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   September 2013 - Present
Equisport Agency, Inc.   June 2007 - September 2013
Bloomfield Open Hunt  May 2003 - June 2007

Skills
Horses, Agribusiness, Insurance, Property & Casualty..., Professional Liability, Commercial Insurance, General Insurance, Customer Service, Liability, Casualty, Microsoft Office, Umbrella Insurance, Commercial Lines, Microsoft Excel, Microsoft Word, Outlook, Public Speaking, Underwriting, Brokers, Claim, Small Business, Administrative..., Equestrian, Financial Risk, Casualty Insurance, Workers Compensation, Reinsurance

Education
The University of Findlay   1999 — 2003
Bachelors, Equestrian Studies w/Emphasis in English Riding & Training, Equine Business Management

Joseph Maselli Joseph Maselli Greater New York City Area Details
Joseph Maselli's Marshall & Sterling Experience August 2007 - March 2011
Job Safety Managment Technical Specialist at Selective Insurance
Industry Insurance
Experience
Selective Insurance  April 2011 - Present
Marshall & Sterling   August 2007 - March 2011
ISO  September 2002 - August 2007
State Farm  2000 - 2002

Skills
Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Risk Management, Professional Liability, Claim, Legal Liability, Underwriting, Casualty Insurance

Education
Marist College   1997 — 2000
Bachelor of Science (BS), Criminal Jsutice

Frank Murano Frank Murano Rochester, New York Area Details
Frank Murano's Marshall & Sterling Experience October 2004 - Present
Job Risk Manager/Account Executive at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   October 2004 - Present
L.R.M.P. Insurance Agency   1989 - 2004

Skills
Risk Management, Property Management, Property & Casualty...

Education
State University of New York College at Oswego   1967 — 1971
Bachelor's degree, Economics

Bill Bergan Bill Bergan Albany, New York Area Details
Bill Bergan's Marshall & Sterling Experience July 2002 - May 2011
Job Account Executive at Adirondack Trust Insurance
Industry Insurance
Experience
Adirondack Trust Insurance   May 2011 - Present
Marshall & Sterling   July 2002 - May 2011

Skills
Account Management, Strategic Planning, Customer Service, Team Building, Marketing, Sales, Insurance

Education
Allegheny College   1983 — 1987
B.S., Economics

Susan Forman CIC Susan Forman CIC Greater New York City Area Details
Susan Forman CIC's Marshall & Sterling Experience April 1996 - November 2003
Job Brown & Brown of New York Inc. D/B/A Rollins Agency
Industry Insurance
Experience
Brown & Brown  February 2014 - Present
Marsh & McLennan Agency  November 2006 - May 2012
Arthur J. Gallagher & Co.   April 2002 - November 2006
Marshall & Sterling   April 1996 - November 2003
Adrian Waltzer Associates   April 1989 - November 1992

Skills
Management, School Districts, Municipalities, Energy, Insurance, Commercial Lines, Property, Sales, Program Management, Legal Liability, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Professional Liability, Brokers, Disability Insurance, D&O, Liability, Health Insurance, Umbrella Insurance, Employment Practices..., General Insurance, Employee Benefits, Claims Management, Claim, Reinsurance, 401k, Casualty Insurance

Education
Orange Community College   1984 — 1985
Insurance

Rockland Community College   1982 — 1984
Early Education/Human Resources

Carol Roman, CPIA Carol Roman, CPIA Greater New York City Area Details
Carol Roman, CPIA's Marshall & Sterling Experience August 2014 - Present
Job Commerical Lines CSR at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   August 2014 - Present
Marshall & Sterling Insurance   January 2012 - August 2014
Charles Quick & Associates   January 2008 - October 2011
The Culinary Institute of America  2005 - 2008
Chadwell Insurance Agency   April 1994 - 2006

Skills
Property & Casualty..., Customer Service, Workers Compensation, Insurance, Web Design, Microsoft Office, Commercial Insurance, Direct Sales, Umbrella Insurance, Underwriting, Professional Liability, Health Insurance, Legal Liability, Casualty, Employee Benefits, Commercial Lines, Liability, General Insurance, Homeowners, Employment Practices..., Life Insurance, Directors, Property Damage, Inland Marine, Disability Insurance, Small Business, Account Management

Education
SUNY Empire State College   2006 — 2009
Bachelor's degree, Business

State University of New York at Delhi   1975 — 1977
Associate's degree, Food Science and Technology

Mercy College
Accounting

Vicky Saccoccie Vicky Saccoccie Coxsackie, New York Details
Vicky Saccoccie's Marshall & Sterling Experience May 2004 - Present
Job Marketing at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   May 2004 - Present

Skills
Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Underwriting, Professional Liability, Umbrella Insurance, Legal Liability, General Insurance, Casualty, Customer Service, Marketing, Commercial Lines, Brokers, Disability Insurance, Account Management, D&O, Employment Practices..., Casualty Insurance

Education
Coxsackie-Athens High School

The College of Saint Rose

Traci Kane, CPCU, CPIA, CISR Traci Kane, CPCU, CPIA, CISR Kingston, New York Details
Traci Kane, CPCU, CPIA, CISR's Marshall & Sterling Experience May 2015 - Present
Job Commercial Account Representative at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   May 2015 - Present
Marshall & Sterling   June 2014 - Present
The Valley Group, Inc.   November 2006 - June 2014
B. Braun Medical  December 1993 - June 2003

Skills
Process Improvement, Customer Service, Insurance, Operations Management, Call Centers, Team Management

Education
State University of New York Empire State College
Bachelor of Business Administration (BBA)

American Institute for Chartered Property Casualty Underwriters
CPCU -Charterd Property Casualty Underwriter, Insurance

Shauna Agneta Shauna Agneta Schenectady, New York Details
Shauna Agneta's Marshall & Sterling Experience October 2014 - Present
Job Marshall & Sterling Insurance
Industry Insurance
Experience
Marshall & Sterling   October 2014 - Present
Little Creatures Brewery   September 2013 - April 2014
Marshall & Sterling   May 2013 - July 2013
University at Buffalo Recreation & Intramural Services   May 2011 - September 2012

Skills
PowerPoint, Social Media, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Microsoft Excel, Customer Service, Research, Teamwork

Education
State University of New York at Buffalo - School of Management   2009 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Lindsay Roeber Lindsay Roeber Lake Katrine, New York Details
Lindsay Roeber's Marshall & Sterling Experience
Job Student at State University of New York at New Paltz
Industry
Experience
Marshall & Sterling  

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership

Education
State University of New York at New Paltz   2011 — 2013

Denise O'Halloran Denise O'Halloran United States Details
Denise O'Halloran's Marshall & Sterling Experience December 2014 - Present
Job Account Manager at Marshall & Sterling
Industry
Experience
Marshall & Sterling   December 2014 - Present
Marshall & Sterling   September 2003 - October 2014

Skills
Management, Customer Service, Microsoft Office, Microsoft Excel, Sales, Project Management, Strategic Planning, Leadership, Marketing, Microsoft Word

Education
Ulster County Community College   1980 — 1982
AAS Accounting

Liz Centeno Liz Centeno Middletown, New York Details
Liz Centeno's Marshall & Sterling Experience January 2010 - Present
Job Commercial Lines CSR at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   January 2010 - Present
David J Cohen Insurance   December 1991 - January 2010

Skills
Read, Write and Speak..., Insurance, Commercial Insurance

Education
Alfa & Omega Bible Institute   2003 — 2006
Theology/Theological Studies

SUNY Orange   1997 — 1997
Fundamentals of Insurance

Middletown Senior High School   1984 — 1987
Recieved a National Honor Roll Society Diploma

Denise Rhoades Denise Rhoades Highland, New York Details
Denise Rhoades's Marshall & Sterling Experience January 1982 - January 1997
Job Office Manager/Secretary at Town of Lloyd Highway Department
Industry Government Administration
Experience
Town of Lloyd Highway Department   January 2012 - Present
St. Augustine Church   September 1998 - October 2006
Marshall & Sterling   January 1982 - January 1997

Skills
Administrative..., Data Entry, Spreadsheets, Travel Arrangements, Office Administration, Outlook, Office Management, File Management, Filing, Invoicing, Public Speaking, Customer Service, Office Equipment

Education
State University of New York at Delhi   1978 — 1980
Associate of Science (AS), Business Administration and Management, General

John A. Coleman Catholic High School   1974 — 1978

Bernadette Tyrrell Bernadette Tyrrell Brewster, New York Details
Bernadette Tyrrell's Marshall & Sterling Experience February 2014 - Present
Job Personal Lines Executive at Marshall & Sterling
Industry Insurance
Experience
Marshall & Sterling   February 2014 - Present
State Farm  August 2006 - September 2013
Miller & Miller   June 1993 - July 1998

Skills
Commercial Insurance, Underwriting, Workers Compensation, Customer Service, Professional Liability, Property & Casualty..., Insurance

Education
Berkeley College   1985 — 1986
Vocational Certificate, Fashion Merchandising