PSA Insurance & Financial Services
Industry: Insurance company
DescriptionFounded: 1928 Subsidiaries: PSA Financial Advisors, Inc., P.S.A. Financial, Inc., NextLogical Benefit Strategies, LLC
PSA Insurance & Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PSA Insurance & Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
PSA Insurance & Financial Services Salaries. You can even request information on how much does PSA Insurance & Financial Services pay if you want to. Learn about salaries, pros and cons of working for PSA Insurance & Financial Services directly from the past employees.
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91 PSA Insurance & Financial Services employees in database. Find out everything there's to know about PSA Insurance & Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PSA Insurance & Financial Services Employees
Employee
Years
Job
Industry
Noah Michel Noah Michel's PSA Insurance & Financial Services Experience June 2013 - August 2013
Job Marketing Intern at R.E. Michel Company, LLC
Industry Financial Services
Experience
R.E. Michel Company, LLC June 2015 - Present
Salisbury Club Lacrosse June 2013 - Present
Army National Guard October 2010 - Present
PSA Insurance & Financial Services June 2013 - August 2013
R.E. Michel Company, Inc. June 2007 - August 2012
Skills
PowerPoint, Microsoft Excel, Computer Information..., Sports
Education
Salisbury University 2011 — 2016
Marketing
Westminster High School 2006 — 2010
R.E. Michel Company, LLC June 2015 - Present
Salisbury Club Lacrosse June 2013 - Present
Army National Guard October 2010 - Present
PSA Insurance & Financial Services June 2013 - August 2013
R.E. Michel Company, Inc. June 2007 - August 2012
Skills
PowerPoint, Microsoft Excel, Computer Information..., Sports
Education
Salisbury University 2011 — 2016
Marketing
Westminster High School 2006 — 2010
Susan Medinger Susan Medinger's PSA Insurance & Financial Services Experience January 2013 - January 2014
Job Relationship Manager at T. Rowe Price Retirement Plan Services
Industry Financial Services
Experience
T. Rowe Price January 2014 - Present
PSA Insurance & Financial Services January 2013 - January 2014
T. Rowe Price January 2008 - January 2013
T. Rowe Price July 2000 - January 2008
Towers Perrin December 1994 - July 2000
Towers Perrin December 1994 - July 1999
Ceridian Employer Services September 1993 - December 1994
Skills
Investments, Defined Contribution, Defined Benefit, Retirement Plan..., 401k, Mutual Funds, 403 b, 457 Plans, Qualified Retirement..., Plan Design, Strategic Planning, Relationship Management
Education
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Kent State University 1989 — 1990
B.A, Management
Cherry Hill HS East
T. Rowe Price January 2014 - Present
PSA Insurance & Financial Services January 2013 - January 2014
T. Rowe Price January 2008 - January 2013
T. Rowe Price July 2000 - January 2008
Towers Perrin December 1994 - July 2000
Towers Perrin December 1994 - July 1999
Ceridian Employer Services September 1993 - December 1994
Skills
Investments, Defined Contribution, Defined Benefit, Retirement Plan..., 401k, Mutual Funds, 403 b, 457 Plans, Qualified Retirement..., Plan Design, Strategic Planning, Relationship Management
Education
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Kent State University 1989 — 1990
B.A, Management
Cherry Hill HS East
Cindy Bullock Cindy Bullock's PSA Insurance & Financial Services Experience February 2006 - Present
Job Personal Lines Development at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services February 2006 - Present
Ashbrook Insurance Services August 2004 - February 2006
Skills
Professional Liability, Property & Casualty..., Insurance, Workers Compensation, Strategic Planning, Commercial Insurance, Employment Practices..., Legal Liability, Sales, Casualty, D&O, Umbrella Insurance, Underwriting, Liability, Brokers
Education
Towson University
Bachelor's degree, Psychology
PSA Insurance & Financial Services February 2006 - Present
Ashbrook Insurance Services August 2004 - February 2006
Skills
Professional Liability, Property & Casualty..., Insurance, Workers Compensation, Strategic Planning, Commercial Insurance, Employment Practices..., Legal Liability, Sales, Casualty, D&O, Umbrella Insurance, Underwriting, Liability, Brokers
Education
Towson University
Bachelor's degree, Psychology
Matthew Werden Matthew Werden's PSA Insurance & Financial Services Experience January 2013 - Present
Job Employee Benefits Advisor at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services January 2013 - Present
The Warner Companies November 2008 - January 2013
Group Benefit Services 2004 - 2008
Washington Redskins 2000 - 2003
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Employee Relations, Benefits Administration, Account Management, Health Care Reform, Term Life Insurance, Health Savings Accounts, Accident, Brokers, Workers Compensation, 401k
Education
University of Maryland College Park 1995 — 1999
Bachelor's degree, Political Science and Government
PSA Insurance & Financial Services January 2013 - Present
The Warner Companies November 2008 - January 2013
Group Benefit Services 2004 - 2008
Washington Redskins 2000 - 2003
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Employee Relations, Benefits Administration, Account Management, Health Care Reform, Term Life Insurance, Health Savings Accounts, Accident, Brokers, Workers Compensation, 401k
Education
University of Maryland College Park 1995 — 1999
Bachelor's degree, Political Science and Government
Nikki Shelley's PSA Insurance & Financial Services Experience November 2012 - September 2013
Job Realtor at Next Step Realty, Inc.
Industry Real Estate
Experience
Next Step Realty, Inc. January 2014 - Present
Medical Sales November 2013 - Present
Prudential Homesale YWGC Realty August 2002 - January 2014
PSA Insurance & Financial Services November 2012 - September 2013
Precision Therapeutics March 2012 - July 2012
Century Small Business Solutions 2003 - 2004
Skills
Contract Negotiation, Contract Management, Property & Casualty..., Account Management, Manage Client..., Personalization, Medical Devices, Biotechnology Industry, Oncology, Real Estate, Personal Care, Highly detail oriented, Sales, Short Sales, Sellers, Buyers, Residential Homes, Leases, Investment Properties, ABR
Education
Towson University 2011 — 2011
Accounting, Accounting/Business
Widener University 1999 — 2002
Bachelor of Science, Accounting
Maryvale Preparatory School 1995 — 1999
Next Step Realty, Inc. January 2014 - Present
Medical Sales November 2013 - Present
Prudential Homesale YWGC Realty August 2002 - January 2014
PSA Insurance & Financial Services November 2012 - September 2013
Precision Therapeutics March 2012 - July 2012
Century Small Business Solutions 2003 - 2004
Skills
Contract Negotiation, Contract Management, Property & Casualty..., Account Management, Manage Client..., Personalization, Medical Devices, Biotechnology Industry, Oncology, Real Estate, Personal Care, Highly detail oriented, Sales, Short Sales, Sellers, Buyers, Residential Homes, Leases, Investment Properties, ABR
Education
Towson University 2011 — 2011
Accounting, Accounting/Business
Widener University 1999 — 2002
Bachelor of Science, Accounting
Maryvale Preparatory School 1995 — 1999
Jennifer Vacca Jennifer Vacca's PSA Insurance & Financial Services Experience May 2008 - June 2011
Job Pastry Chef at Trump National Golf Club
Industry Food & Beverages
Experience
Trump National Golf Club February 2015 - Present
Joe Leone's Italian Specialties June 2014 - August 2014
Kelly's Bake Shop September 2013 - February 2014
Kelly & Associates Insurance Group August 2011 - August 2013
PSA Insurance & Financial Services May 2008 - June 2011
Skills
Microsoft Excel, Customer Service, Employee Benefits, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Time Management, Event Planning, Team Building, Sales, Budgets, Employee Relations, Social Media, Management, Training, Public Speaking
Education
Atlantic Cape Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Baking and Pastry, 3.8 Final GPA
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Trump National Golf Club February 2015 - Present
Joe Leone's Italian Specialties June 2014 - August 2014
Kelly's Bake Shop September 2013 - February 2014
Kelly & Associates Insurance Group August 2011 - August 2013
PSA Insurance & Financial Services May 2008 - June 2011
Skills
Microsoft Excel, Customer Service, Employee Benefits, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Time Management, Event Planning, Team Building, Sales, Budgets, Employee Relations, Social Media, Management, Training, Public Speaking
Education
Atlantic Cape Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Baking and Pastry, 3.8 Final GPA
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Chris Auzmendi Chris Auzmendi's PSA Insurance & Financial Services Experience August 2006 - August 2008
Job Advisory Support Associate at EY
Industry Financial Services
Experience
Ernst & Young January 2015 - Present
Lockheed Martin January 2014 - January 2015
Lockheed Martin June 2012 - January 2014
Lockheed Martin June 2011 - August 2011
Agilis International June 2010 - May 2011
Aflac June 2009 - August 2009
PSA Insurance & Financial Services August 2006 - August 2008
Skills
Financial Analysis, Business Planning, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Banking, Wealth Management, Financial Reporting, Financial Modeling, Target Costing, Aerospace, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Adobe Design Programs, Research, Leadership, Data Analysis, Volunteering, Financial Planning
Education
University of Maryland College Park 2010 — 2012
Leadership Studies Minor
University of Maryland - Robert H. Smith School of Business 2007 — 2012
Finance
University of Maryland College Park 2007 — 2012
Economics
Ernst & Young January 2015 - Present
Lockheed Martin January 2014 - January 2015
Lockheed Martin June 2012 - January 2014
Lockheed Martin June 2011 - August 2011
Agilis International June 2010 - May 2011
Aflac June 2009 - August 2009
PSA Insurance & Financial Services August 2006 - August 2008
Skills
Financial Analysis, Business Planning, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Banking, Wealth Management, Financial Reporting, Financial Modeling, Target Costing, Aerospace, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Adobe Design Programs, Research, Leadership, Data Analysis, Volunteering, Financial Planning
Education
University of Maryland College Park 2010 — 2012
Leadership Studies Minor
University of Maryland - Robert H. Smith School of Business 2007 — 2012
Finance
University of Maryland College Park 2007 — 2012
Economics
Kaci Byers Kaci Byers's PSA Insurance & Financial Services Experience September 2012 - December 2013
Job Director of Consulting Services at PSA Insurance and Financial Services
Industry Insurance
Experience
PSA Insurance and Financial Services December 2013 - Present
PSA Insurance & Financial Services September 2012 - December 2013
The Warner Companies December 2005 - September 2012
Johns Hopkins HealthCare April 2003 - December 2005
Skills
Employee Benefits, Actuarial Science, Healthcare, Actuarial Consulting, Process Improvement, Group Insurance, Life Insurance, Benefits Administration, Group Benefit Plans, Executive Benefit..., Disability Insurance, FSA, Microsoft Office, Health Care Reform, Microsoft Excel, Customer Service, Coaching, Strategic Planning, Project Management, FMLA, Insurance, Health Insurance, Health Savings Accounts
Education
Penn State University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Quantitative Business Analysis & MSIS
Dallastown High School 1987 — 1991
PSA Insurance and Financial Services December 2013 - Present
PSA Insurance & Financial Services September 2012 - December 2013
The Warner Companies December 2005 - September 2012
Johns Hopkins HealthCare April 2003 - December 2005
Skills
Employee Benefits, Actuarial Science, Healthcare, Actuarial Consulting, Process Improvement, Group Insurance, Life Insurance, Benefits Administration, Group Benefit Plans, Executive Benefit..., Disability Insurance, FSA, Microsoft Office, Health Care Reform, Microsoft Excel, Customer Service, Coaching, Strategic Planning, Project Management, FMLA, Insurance, Health Insurance, Health Savings Accounts
Education
Penn State University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Quantitative Business Analysis & MSIS
Dallastown High School 1987 — 1991
Shoshana Goldberg Shoshana Goldberg's PSA Insurance & Financial Services Experience January 2010 - Present
Job Retirement Plans Coordinator at PSA Insurance & Financial Services
Industry Financial Services
Experience
PSA Insurance & Financial Services January 2010 - Present
Skills
Retirement Plan..., Nonprofits, Financial Services, Employee Benefits, Customer Service, Microsoft Excel, Community Outreach, 401k
Education
Fordham University 2005 — 2008
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Baltimore 2003 — 2005
Bachelor of Arts (B.A.), Psychology
PSA Insurance & Financial Services January 2010 - Present
Skills
Retirement Plan..., Nonprofits, Financial Services, Employee Benefits, Customer Service, Microsoft Excel, Community Outreach, 401k
Education
Fordham University 2005 — 2008
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Baltimore 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Alexander Wozniak Alexander Wozniak's PSA Insurance & Financial Services Experience October 2012 - August 2013
Job Executive Risk Consultant at CBIZ Insurance Services, Inc.
Industry Insurance
Experience
CBIZ Insurance Services, Inc. August 2013 - Present
PSA Insurance & Financial Services October 2012 - August 2013
PSA Insurance & Financial Services July 2010 - October 2012
Skills
Workers Compensation, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Umbrella Insurance, Professional Liability, D&O, Employment Practices..., Brokers
Education
Loyola College in Maryland 2005 — 2009
Bachelor of Arts (B.A.), History
CBIZ Insurance Services, Inc. August 2013 - Present
PSA Insurance & Financial Services October 2012 - August 2013
PSA Insurance & Financial Services July 2010 - October 2012
Skills
Workers Compensation, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Umbrella Insurance, Professional Liability, D&O, Employment Practices..., Brokers
Education
Loyola College in Maryland 2005 — 2009
Bachelor of Arts (B.A.), History
Jamie Nash Jamie Nash's PSA Insurance & Financial Services Experience August 2014 - Present
Job Senior Marketing Coordinator at PSA Insurance & Financial Services
Industry Financial Services
Experience
PSA Insurance & Financial Services August 2014 - Present
PSA Insurance & Financial Services April 2012 - July 2014
PSA Insurance & Financial Services April 2010 - April 2012
PSA Insurance & Financial Services May 2008 - September 2009
Education
McDaniel College 2004 — 2007
Bachelor's degree, Religion/Religious Studies
Southern Cross University 2006 — 2006
Bachelor's degree, Kinesiology and Exercise Science
Lancaster Mennonite High School 2002 — 2003
Christian School of York 1992 — 2002
PSA Insurance & Financial Services August 2014 - Present
PSA Insurance & Financial Services April 2012 - July 2014
PSA Insurance & Financial Services April 2010 - April 2012
PSA Insurance & Financial Services May 2008 - September 2009
Education
McDaniel College 2004 — 2007
Bachelor's degree, Religion/Religious Studies
Southern Cross University 2006 — 2006
Bachelor's degree, Kinesiology and Exercise Science
Lancaster Mennonite High School 2002 — 2003
Christian School of York 1992 — 2002
Stefanie LiMato Militscher's PSA Insurance & Financial Services Experience October 2011 - Present
Job Account Exec. for PSA Insurance & Financial Services | Agent for over 25 different companies | Personal Lines Specialist
Industry Financial Services
Experience
PSA Insurance & Financial Services October 2011 - Present
MOS Creative March 2011 - October 2011
Lund Trading LLC March 2010 - March 2011
MediSpin Inc. November 2008 - March 2009
New York Association of Realty Managers September 2008 - January 2009
Skills
Fine Art/Design, Sales/Acct. Management, Property & Casualty..., Photoshop, Salesforce.com, Illustrator, Graphic Design, Brochures, Copywriting, Graphics, Advertising, Social Media Marketing, Customer Service, Insurance, Microsoft Excel, Newsletters, PowerPoint, SEO, Social Media, Email Marketing, Marketing Strategy
Education
Towson University 2004 — 2008
Bachelor of Science in Fine Arts, Illustration
Ewing High School 2000 — 2004
PSA Insurance & Financial Services October 2011 - Present
MOS Creative March 2011 - October 2011
Lund Trading LLC March 2010 - March 2011
MediSpin Inc. November 2008 - March 2009
New York Association of Realty Managers September 2008 - January 2009
Skills
Fine Art/Design, Sales/Acct. Management, Property & Casualty..., Photoshop, Salesforce.com, Illustrator, Graphic Design, Brochures, Copywriting, Graphics, Advertising, Social Media Marketing, Customer Service, Insurance, Microsoft Excel, Newsletters, PowerPoint, SEO, Social Media, Email Marketing, Marketing Strategy
Education
Towson University 2004 — 2008
Bachelor of Science in Fine Arts, Illustration
Ewing High School 2000 — 2004
Pat McGarry's PSA Insurance & Financial Services Experience January 2012 - November 2014
Job Account Executive | External Wholesaler at Dave Ramsey's SmartDollar Financial Wellness
Industry Financial Services
Experience
Dave Ramsey - Lampo Group November 2014 - Present
PSA Insurance & Financial Services January 2012 - November 2014
Fidelity Investments January 2010 - December 2011
Fidelity Investments June 2007 - December 2009
Skills
Fiduciary Liability, Prudent Process, Retirement, ERISA, 401k, 403b, Plan Design, Participant Education, Debt Elimination, Coaching Hockey
Education
Southern Methodist University - Cox School of Business
Hamilton College 2004 — 2007
Bachelor of Arts, Economics
The Hill School 1999 — 2002
Kennett High School 1997 — 1999
Dave Ramsey - Lampo Group November 2014 - Present
PSA Insurance & Financial Services January 2012 - November 2014
Fidelity Investments January 2010 - December 2011
Fidelity Investments June 2007 - December 2009
Skills
Fiduciary Liability, Prudent Process, Retirement, ERISA, 401k, 403b, Plan Design, Participant Education, Debt Elimination, Coaching Hockey
Education
Southern Methodist University - Cox School of Business
Hamilton College 2004 — 2007
Bachelor of Arts, Economics
The Hill School 1999 — 2002
Kennett High School 1997 — 1999
Steven Seldowitz Steven Seldowitz's PSA Insurance & Financial Services Experience 2010 - 2012
Job President Photo File, LLC
Industry Consumer Services
Experience
Photo File, LLC 2012 - Present
PSA Insurance & Financial Services 2010 - 2012
Zurich Insurance 2003 - 2010
MidLantic Marketing 2002 - 2003
Skills
Insurance, Commercial Insurance, Management, Property & Casualty..., Sales, Underwriting, Workers Compensation, Sales Management, New Business Development, Account Management, Strategic Planning, Legal Liability
Education
The Ohio State University
BS, Industrial & Systems Engineering
Photo File, LLC 2012 - Present
PSA Insurance & Financial Services 2010 - 2012
Zurich Insurance 2003 - 2010
MidLantic Marketing 2002 - 2003
Skills
Insurance, Commercial Insurance, Management, Property & Casualty..., Sales, Underwriting, Workers Compensation, Sales Management, New Business Development, Account Management, Strategic Planning, Legal Liability
Education
The Ohio State University
BS, Industrial & Systems Engineering
Randall Singer Randall Singer's PSA Insurance & Financial Services Experience April 2014 - Present
Job Strategic Human Resources and Benefits Leader
Industry Human Resources
Experience
PSA Insurance & Financial Services April 2014 - Present
ArmadaGlobal May 2009 - April 2014
T. Rowe Price July 2001 - March 2009
T Rowe Price May 1999 - July 2001
Cytec 1991 - 1999
Skills
Benefits Administration, Employee Benefits, Succession Planning, Talent Management, Human Resources, Employee Relations, Personnel Management, Deferred Compensation, Performance Management, Employee Engagement, Management, HRIS, Management Consulting, Onboarding, Strategic Planning, Talent Acquisition, Organizational..., Executive Pay, Labor Relations
Education
Cornell University 1987 — 1991
BS, ILR
PSA Insurance & Financial Services April 2014 - Present
ArmadaGlobal May 2009 - April 2014
T. Rowe Price July 2001 - March 2009
T Rowe Price May 1999 - July 2001
Cytec 1991 - 1999
Skills
Benefits Administration, Employee Benefits, Succession Planning, Talent Management, Human Resources, Employee Relations, Personnel Management, Deferred Compensation, Performance Management, Employee Engagement, Management, HRIS, Management Consulting, Onboarding, Strategic Planning, Talent Acquisition, Organizational..., Executive Pay, Labor Relations
Education
Cornell University 1987 — 1991
BS, ILR
Glenn Simmons Glenn Simmons's PSA Insurance & Financial Services Experience April 2010 - Present
Job Claims Advocate at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services April 2010 - Present
Skills
Employment Practices..., D&O, Commercial Insurance, Professional Liability, Casualty, Insurance, Property & Casualty..., Workers Compensation, Underwriting, Legal Liability, Claim, Litigation Management, Liability, Reinsurance, Disability Insurance, Claims Management, Employee Benefits, Casualty Insurance
Education
Towson University
PSA Insurance & Financial Services April 2010 - Present
Skills
Employment Practices..., D&O, Commercial Insurance, Professional Liability, Casualty, Insurance, Property & Casualty..., Workers Compensation, Underwriting, Legal Liability, Claim, Litigation Management, Liability, Reinsurance, Disability Insurance, Claims Management, Employee Benefits, Casualty Insurance
Education
Towson University
Kris Bowling Kris Bowling's PSA Insurance & Financial Services Experience February 2009 - December 2014
Job Principal Owner at K Bowling Accounting
Industry Financial Services
Experience
K Bowling Accounting August 2013 - Present
The Hilb Group, LLC March 2015 - Present
PSA Insurance & Financial Services February 2009 - December 2014
HRH of Baltimore, Inc. June 1985 - February 2009
Skills
Insurance, Budgets, Employee Benefits, Financial Accounting, Financial Reporting, Financial Services, GAAP, Microsoft Office, Financial Analysis, 401k, Internal Audit, Payroll, Team Building, SEC filings, Captives, Risk Management, Internal Controls, Account Reconciliation, Securities, CPA, Tax, Premium Financing, Microsoft Word, Outlook, Great Plains Software, Operating Budgets, Health Insurance, Mergers & Acquisitions, Microsoft Excel, AMS 360, SOX 404, Series 28, FINRA Reporting, Peachtree, Sagitta, QuickBooks, IFRS, Skype, Dropbox, Accounting, Finance, Small Business, Forecasting, Strategic Financial..., Xero, Paypal Integration, Google Docs
Education
University of Baltimore
Master of Business Administration (M.B.A.), Accounting and Finance, Magna Cum Laude
Patterson High School 1983 — 1985
HS, Business Practice
K Bowling Accounting August 2013 - Present
The Hilb Group, LLC March 2015 - Present
PSA Insurance & Financial Services February 2009 - December 2014
HRH of Baltimore, Inc. June 1985 - February 2009
Skills
Insurance, Budgets, Employee Benefits, Financial Accounting, Financial Reporting, Financial Services, GAAP, Microsoft Office, Financial Analysis, 401k, Internal Audit, Payroll, Team Building, SEC filings, Captives, Risk Management, Internal Controls, Account Reconciliation, Securities, CPA, Tax, Premium Financing, Microsoft Word, Outlook, Great Plains Software, Operating Budgets, Health Insurance, Mergers & Acquisitions, Microsoft Excel, AMS 360, SOX 404, Series 28, FINRA Reporting, Peachtree, Sagitta, QuickBooks, IFRS, Skype, Dropbox, Accounting, Finance, Small Business, Forecasting, Strategic Financial..., Xero, Paypal Integration, Google Docs
Education
University of Baltimore
Master of Business Administration (M.B.A.), Accounting and Finance, Magna Cum Laude
Patterson High School 1983 — 1985
HS, Business Practice
Julie Finney Julie Finney's PSA Insurance & Financial Services Experience September 1997 - Present
Job JULIE FINNEY, CFP®, CRPC®, FLMI
Industry Financial Services
Experience
PSA Insurance & Financial Services September 1997 - Present
PSA Insurance & Financial Services September 1997 - Present
Lowe fs September 1979 - February 1997
Lowe & Assoc September 1979 - January 1997
Skills
Certified Financial..., Investments, Insurance, Retirement Planning, Wealth Management
Education
College for Financial Planning 2005 — 2006
CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC
College for Financial Planning 1990 — 1992
CERTIFIED FINANCIAL PLANNER practitioner, CFP
Life Office Management Association, Inc. 1981 — 1985
Fellow, Life Management Institute, Insurance
PSA Insurance & Financial Services September 1997 - Present
PSA Insurance & Financial Services September 1997 - Present
Lowe fs September 1979 - February 1997
Lowe & Assoc September 1979 - January 1997
Skills
Certified Financial..., Investments, Insurance, Retirement Planning, Wealth Management
Education
College for Financial Planning 2005 — 2006
CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC
College for Financial Planning 1990 — 1992
CERTIFIED FINANCIAL PLANNER practitioner, CFP
Life Office Management Association, Inc. 1981 — 1985
Fellow, Life Management Institute, Insurance
Owen Ashbrook Owen Ashbrook's PSA Insurance & Financial Services Experience February 2006 - Present
Job VP, Account Executive at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services February 2006 - Present
Skills
Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, Underwriting, Workers Compensation, Health Insurance, Casualty, Brokers, Risk Management, Legal Liability, Life Insurance, Employee Benefits, Disability Insurance, D&O
Education
United States Air Force Academy 1963 — 1967
Bachelor of Science (BS), Civil Engineering
PSA Insurance & Financial Services February 2006 - Present
Skills
Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, Underwriting, Workers Compensation, Health Insurance, Casualty, Brokers, Risk Management, Legal Liability, Life Insurance, Employee Benefits, Disability Insurance, D&O
Education
United States Air Force Academy 1963 — 1967
Bachelor of Science (BS), Civil Engineering
Susana McLoughlin, CTP Susana McLoughlin, CTP's PSA Insurance & Financial Services Experience January 2001 - January 2002
Job Regional Sales Manager at TMW Systems
Industry Business Supplies and Equipment
Experience
TMW Systems October 2012 - Present
Advance - The Document Specialists April 2011 - October 2012
Roadnet Technologies Inc. (formerley UPS Logistics Technologies, Inc.) April 2007 - April 2011
CoreStar Financial Group, LLC January 2006 - February 2007
CoreStar Financial Group, LLC July 2004 - December 2005
CoreStar Financial Group, LLC January 2002 - June 2004
PSA Insurance & Financial Services January 2001 - January 2002
Skills
Logistics, Transportation..., Fleet Management, Solution Selling, Workflow Analysis, Business Solutions, Document Management, Records Management, Managed Print Services, Account Management, Business Intelligence, B2B, Sales, Salesforce.com, Transportation, Process Improvement, Management, Training, Professional Services, SaaS, Sales Management, Marketing, Selling, Sales Operations, Cold Calling, Direct Sales, Enterprise Software, Networking, CRM, Lead Generation
Education
Stevenson University 1998 — 2002
BS in Business Information Systems
Private Fleet Management Institute - NPTC
CTP - Certified Transportation Professional
TMW Systems October 2012 - Present
Advance - The Document Specialists April 2011 - October 2012
Roadnet Technologies Inc. (formerley UPS Logistics Technologies, Inc.) April 2007 - April 2011
CoreStar Financial Group, LLC January 2006 - February 2007
CoreStar Financial Group, LLC July 2004 - December 2005
CoreStar Financial Group, LLC January 2002 - June 2004
PSA Insurance & Financial Services January 2001 - January 2002
Skills
Logistics, Transportation..., Fleet Management, Solution Selling, Workflow Analysis, Business Solutions, Document Management, Records Management, Managed Print Services, Account Management, Business Intelligence, B2B, Sales, Salesforce.com, Transportation, Process Improvement, Management, Training, Professional Services, SaaS, Sales Management, Marketing, Selling, Sales Operations, Cold Calling, Direct Sales, Enterprise Software, Networking, CRM, Lead Generation
Education
Stevenson University 1998 — 2002
BS in Business Information Systems
Private Fleet Management Institute - NPTC
CTP - Certified Transportation Professional
Mark Paterson Mark Paterson's PSA Insurance & Financial Services Experience June 2010 - June 2014
Job Vice President Employee Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2015 - Present
Ironview Capital Management July 2014 - August 2015
PSA Insurance & Financial Services June 2010 - June 2014
Paterson & Associates, LLC January 1991 - June 2010
Skills
Insurance, Employee Wellness..., Employee Benefits, Strategic Planning, Retirement Planning, Benefits Administration, Wealth Management, Underwriting, 401k
Education
Frostburg State University 1977 — 1981
BS, Business Administration
Ewing High School 1975 — 1977
USI Insurance Services September 2015 - Present
Ironview Capital Management July 2014 - August 2015
PSA Insurance & Financial Services June 2010 - June 2014
Paterson & Associates, LLC January 1991 - June 2010
Skills
Insurance, Employee Wellness..., Employee Benefits, Strategic Planning, Retirement Planning, Benefits Administration, Wealth Management, Underwriting, 401k
Education
Frostburg State University 1977 — 1981
BS, Business Administration
Ewing High School 1975 — 1977
Frank Strueber's PSA Insurance & Financial Services Experience 2007 - Present
Job Employee Benefits Thought Leader / Risk Manager . . . . . . . . . . . . PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services 2007 - Present
Maryland Chamber of Commerce November 2014 - Present
RSM McGladrey 2005 - 2007
Huber Oros & Company 1999 - 2005
Crawford, Slevin & Hicks 1986 - 1999
Skills
Health Insurance, Insurance, Disease Management, Wellness, Employee Benefits, Strategic Planning, Predictive Modeling, Risk Management, Compliance, Captives, Disability Insurance, Health Care Reform, Underwriting, Life Insurance, 401k, Program Management, Benefits Administration, Health Savings Accounts, Long-term Care, Executive Pay, Brokers, Workers Compensation, Mergers & Acquisitions, Healthcare
Education
Boston College
PSA Insurance & Financial Services 2007 - Present
Maryland Chamber of Commerce November 2014 - Present
RSM McGladrey 2005 - 2007
Huber Oros & Company 1999 - 2005
Crawford, Slevin & Hicks 1986 - 1999
Skills
Health Insurance, Insurance, Disease Management, Wellness, Employee Benefits, Strategic Planning, Predictive Modeling, Risk Management, Compliance, Captives, Disability Insurance, Health Care Reform, Underwriting, Life Insurance, 401k, Program Management, Benefits Administration, Health Savings Accounts, Long-term Care, Executive Pay, Brokers, Workers Compensation, Mergers & Acquisitions, Healthcare
Education
Boston College
Jiaxun (Flora) Wang Jiaxun (Flora) Wang's PSA Insurance & Financial Services Experience September 2014 - Present
Job Benefits Analyst at PSA Insurance & Financial Services
Industry Health, Wellness and Fitness
Experience
PSA Insurance & Financial Services September 2014 - Present
Highmark Inc. May 2013 - August 2013
Penn State University September 2012 - September 2012
Skills
Health Insurance, Employee Benefits, Microsoft Excel, Actuarial Science, Access, VBA, Minitab, R, PowerPoint, Statistics
Education
Penn State University 2010 — 2014
Bachelor of Applied Science (BASc), Actuarial Science
Qingdao University ACT
aetna
PSA Insurance & Financial Services September 2014 - Present
Highmark Inc. May 2013 - August 2013
Penn State University September 2012 - September 2012
Skills
Health Insurance, Employee Benefits, Microsoft Excel, Actuarial Science, Access, VBA, Minitab, R, PowerPoint, Statistics
Education
Penn State University 2010 — 2014
Bachelor of Applied Science (BASc), Actuarial Science
Qingdao University ACT
aetna
David Saunders, II David Saunders, II's PSA Insurance & Financial Services Experience November 2014 - Present
Job Senior Investment Consultant at PSA Insurance & Financial Services
Industry Investment Management
Experience
PSA Insurance & Financial Services November 2014 - Present
Loyola University Maryland September 2013 - Present
Credo Capital Management, LLC August 2007 - March 2014
Wells Fargo 2006 - 2007
Stifel Nicolaus 2005 - 2006
Legg Mason 2001 - 2006
Bank of America 1997 - 2001
Skills
Equities, Equity Research, Portfolio Management, Investments, Valuation, Alternative Investments, Asset Management, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Securities, Series 7, Financial Services, Bloomberg, Hedge Funds, Private Equity, Fixed Income, Mutual Funds, Investment Banking, Bloomberg Terminal, Equity Valuation, Buy-side, Investment Advisory, Morningstar
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Wofford College 1986 — 1990
BA, Finance
PSA Insurance & Financial Services November 2014 - Present
Loyola University Maryland September 2013 - Present
Credo Capital Management, LLC August 2007 - March 2014
Wells Fargo 2006 - 2007
Stifel Nicolaus 2005 - 2006
Legg Mason 2001 - 2006
Bank of America 1997 - 2001
Skills
Equities, Equity Research, Portfolio Management, Investments, Valuation, Alternative Investments, Asset Management, Capital Markets, Investment Management, Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Securities, Series 7, Financial Services, Bloomberg, Hedge Funds, Private Equity, Fixed Income, Mutual Funds, Investment Banking, Bloomberg Terminal, Equity Valuation, Buy-side, Investment Advisory, Morningstar
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Wofford College 1986 — 1990
BA, Finance
Kathleen McMahon's PSA Insurance & Financial Services Experience September 2014 - Present
Job Communications Specialist at PSA Insurance & Financial Services
Industry Marketing and Advertising
Experience
PSA Insurance & Financial Services September 2014 - Present
Affiliate Window US June 2014 - August 2014
Maryland New Directions January 2014 - May 2014
Skills
Event Planning, Social Media, Public Relations, Fundraising, Time Management, Community Outreach, Microsoft Office, Nonprofits, Customer Service, Public Speaking, Editing, PowerPoint, Resume Writing, Microsoft Excel, Proofreading, Interviews, Training, Facebook, Grant Writing, Constant Contact, Marketing, Mathematics, Campaigns, Building Relationships, Writing, Market Research, Organization, Communication
Education
Towson University 2012 — 2014
Bachelor's degree, Business Administration
Frederick Community College 2009 — 2011
PSA Insurance & Financial Services September 2014 - Present
Affiliate Window US June 2014 - August 2014
Maryland New Directions January 2014 - May 2014
Skills
Event Planning, Social Media, Public Relations, Fundraising, Time Management, Community Outreach, Microsoft Office, Nonprofits, Customer Service, Public Speaking, Editing, PowerPoint, Resume Writing, Microsoft Excel, Proofreading, Interviews, Training, Facebook, Grant Writing, Constant Contact, Marketing, Mathematics, Campaigns, Building Relationships, Writing, Market Research, Organization, Communication
Education
Towson University 2012 — 2014
Bachelor's degree, Business Administration
Frederick Community College 2009 — 2011
Jennifer Mettee Jennifer Mettee's PSA Insurance & Financial Services Experience April 2014 - Present
Job Account Executive/Consultant, Benefits & HR
Industry Insurance
Experience
PSA Insurance & Financial Services April 2014 - Present
Armada Consulting Group 2009 - Present
Dearborn National 2007 - 2009
FSI Holding Corp 2004 - 2007
Brick Bodies 2002 - 2004
Skills
Human Resources, Health Insurance, Employee Benefits, Account Management, Customer Service, Insurance, Life Insurance
Education
Shepherd University 1998 — 2002
Bachelor of Science (B.S.), Exercise Science and Fitness Management
PSA Insurance & Financial Services April 2014 - Present
Armada Consulting Group 2009 - Present
Dearborn National 2007 - 2009
FSI Holding Corp 2004 - 2007
Brick Bodies 2002 - 2004
Skills
Human Resources, Health Insurance, Employee Benefits, Account Management, Customer Service, Insurance, Life Insurance
Education
Shepherd University 1998 — 2002
Bachelor of Science (B.S.), Exercise Science and Fitness Management
Len Gross Len Gross's PSA Insurance & Financial Services Experience October 2010 - Present
Job Employee Benefits Advisor at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services October 2010 - Present
Long & Foster Insurance Agency, Inc. December 2008 - October 2010
Potomac Insurance December 1992 - December 2008
Skills
Employee Benefits, Disability Insurance, Voluntary Employee..., Life Insurance, Insurance, Health Insurance, Employee Relations, Term Life Insurance, Health Savings Accounts, Group Benefit Plans, Brokers, Customer Service, 401k, Professional Liability, Benefits Administration, Long-term Care, Property & Casualty..., Retirement, Underwriting
Education
Florida International University 1983 — 1985
Bachelor of Science (BS)
University of Maryland College Park 1981 — 1983
PSA Insurance & Financial Services October 2010 - Present
Long & Foster Insurance Agency, Inc. December 2008 - October 2010
Potomac Insurance December 1992 - December 2008
Skills
Employee Benefits, Disability Insurance, Voluntary Employee..., Life Insurance, Insurance, Health Insurance, Employee Relations, Term Life Insurance, Health Savings Accounts, Group Benefit Plans, Brokers, Customer Service, 401k, Professional Liability, Benefits Administration, Long-term Care, Property & Casualty..., Retirement, Underwriting
Education
Florida International University 1983 — 1985
Bachelor of Science (BS)
University of Maryland College Park 1981 — 1983
Nancy Councill's PSA Insurance & Financial Services Experience March 2014 - Present
Job SVP | Property & Casualty Broker | Risk Management Services Provider | Third Party Administrator for Elder Care
Industry Insurance
Experience
PSA Insurance & Financial Services March 2014 - Present
Risk Management Councill, Inc. 2000 - 2014
Integrated Health Services, Inc. 1993 - 2000
Travelers Insurance 1980 - 1993
Skills
Workers Compensation, Insurance, Property & Casualty..., Liability, Executive Management, Long-term Care, Claims Management, Healthcare, Risk Management, Small Business, Claim, Home Care, Casualty, Legal Liability, Professional Liability, Commercial Insurance, Healthcare Consulting, Social Media, Management, Underwriting, General Insurance, Third Party Liability, Litigation Management, Elder Care, OSHA, Safety Management...
Education
The Johns Hopkins University - Carey Business School 1986 — 1989
Masters of Administrative Science, Business / Management
Catawba College 1976 — 1980
Bachelor of Arts, Psychology
Cumberland Valley High School
College Prep
PSA Insurance & Financial Services March 2014 - Present
Risk Management Councill, Inc. 2000 - 2014
Integrated Health Services, Inc. 1993 - 2000
Travelers Insurance 1980 - 1993
Skills
Workers Compensation, Insurance, Property & Casualty..., Liability, Executive Management, Long-term Care, Claims Management, Healthcare, Risk Management, Small Business, Claim, Home Care, Casualty, Legal Liability, Professional Liability, Commercial Insurance, Healthcare Consulting, Social Media, Management, Underwriting, General Insurance, Third Party Liability, Litigation Management, Elder Care, OSHA, Safety Management...
Education
The Johns Hopkins University - Carey Business School 1986 — 1989
Masters of Administrative Science, Business / Management
Catawba College 1976 — 1980
Bachelor of Arts, Psychology
Cumberland Valley High School
College Prep
Ruth Brisson Ruth Brisson's PSA Insurance & Financial Services Experience 1998 - 2000
Job Human Resources Consultant at HResults, Inc.
Industry Management Consulting
Experience
HResults, Inc. Program Manager, NursingCollege of Notre Dame of MarylandMay 2007 - June 2010
College of Notre Dame of Maryland, Accelerated and Weekend College June 2004 - May 2007
Greater Baltimore Medical Center January 2000 - May 2002
PSA Insurance & Financial Services 1998 - 2000
Skills
Academic Advisement, Recruitment, Program Management, Employee Benefits, Recruiting, Academic Advising, Deferred Compensation, Performance Management
Education
College of Notre Dame of Maryland 2002 — 2007
Master of Arts in Management, Marketing
College of Notre Dame of Maryland 2002 — 2007
Bachelor of Arts in Business, Human Resource Management and Management
College of Notre Dame of Maryland
HResults, Inc. Program Manager, NursingCollege of Notre Dame of MarylandMay 2007 - June 2010
College of Notre Dame of Maryland, Accelerated and Weekend College June 2004 - May 2007
Greater Baltimore Medical Center January 2000 - May 2002
PSA Insurance & Financial Services 1998 - 2000
Skills
Academic Advisement, Recruitment, Program Management, Employee Benefits, Recruiting, Academic Advising, Deferred Compensation, Performance Management
Education
College of Notre Dame of Maryland 2002 — 2007
Master of Arts in Management, Marketing
College of Notre Dame of Maryland 2002 — 2007
Bachelor of Arts in Business, Human Resource Management and Management
College of Notre Dame of Maryland
Laurence Seiden, MBA, CFP® Laurence Seiden, MBA, CFP®'s PSA Insurance & Financial Services Experience May 2008 - Present
Job Wealth Management Advisor at PSA Insurance & Financial Services
Industry Investment Management
Experience
PSA Insurance & Financial Services May 2008 - Present
MetLife August 2006 - May 2008
MetLife June 2004 - July 2006
Great Scott Financial Services April 2003 - May 2004
Thomson Reuters March 2001 - August 2002
Thomson Reuters September 1996 - March 2001
UBS March 1995 - September 1996
JPMorgan Chase December 1993 - February 1995
JPMorgan Chase June 1989 - December 1993
Skills
Microsoft Office, Morningstar Office, Retirement Plan..., Advicent Profiles..., Advent Black Diamond, Salesforce.com, Junxure, Schwab Advisor Services
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Master of Business Administration, Finance Concentration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1985 — 1989
Bachelor of Science in Business, Finance and Economics Majors
PSA Insurance & Financial Services May 2008 - Present
MetLife August 2006 - May 2008
MetLife June 2004 - July 2006
Great Scott Financial Services April 2003 - May 2004
Thomson Reuters March 2001 - August 2002
Thomson Reuters September 1996 - March 2001
UBS March 1995 - September 1996
JPMorgan Chase December 1993 - February 1995
JPMorgan Chase June 1989 - December 1993
Skills
Microsoft Office, Morningstar Office, Retirement Plan..., Advicent Profiles..., Advent Black Diamond, Salesforce.com, Junxure, Schwab Advisor Services
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Master of Business Administration, Finance Concentration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1985 — 1989
Bachelor of Science in Business, Finance and Economics Majors
Andrew Bartels Andrew Bartels's PSA Insurance & Financial Services Experience February 2010 - November 2012
Job CTO | Consultant | Entrepreneur
Industry Information Technology and Services
Experience
PS Advisory LLC November 2012 - Present
PSA Insurance & Financial Services February 2010 - November 2012
Home Paramount Pest Control December 2004 - October 2008
Hopkins Medical Products 2000 - 2004
Services ALGOA International, Anstalt February 1994 - November 1999
Skills
SalesForce.com, Gooddata, SQL, Informatica Cloud, Vendor Management, Cloud Computing, Team Building, IT Operations, Strategic Planning, Service Delivery, Salesforce.com..., Salesforce.com..., Informatica, Business Intelligence, Social Media Marketing, Process Improvement, CRM, Business Analysis, Management, Business Process, Project Management, IT Strategy, Data Integration, SaaS, Change Management, Integration, Salesforce.com, Disaster Recovery, Management Consulting, Telecommunications, Team Leadership, Leadership, New Business Development, Strategy, Software Development, E-commerce, Analysis, Consulting, Enterprise Software, Start-ups, Enterprise Architecture, Sales, Professional Services, Marketing, Executive Management, SEO, Analytics, Product Management, SDLC, Risk Management
Education
University of Cape Town 1990 — 1993
Bachelor of Commerce, Economics
Grey High School (Port Elizabeth) 1985 — 1989
PS Advisory LLC November 2012 - Present
PSA Insurance & Financial Services February 2010 - November 2012
Home Paramount Pest Control December 2004 - October 2008
Hopkins Medical Products 2000 - 2004
Services ALGOA International, Anstalt February 1994 - November 1999
Skills
SalesForce.com, Gooddata, SQL, Informatica Cloud, Vendor Management, Cloud Computing, Team Building, IT Operations, Strategic Planning, Service Delivery, Salesforce.com..., Salesforce.com..., Informatica, Business Intelligence, Social Media Marketing, Process Improvement, CRM, Business Analysis, Management, Business Process, Project Management, IT Strategy, Data Integration, SaaS, Change Management, Integration, Salesforce.com, Disaster Recovery, Management Consulting, Telecommunications, Team Leadership, Leadership, New Business Development, Strategy, Software Development, E-commerce, Analysis, Consulting, Enterprise Software, Start-ups, Enterprise Architecture, Sales, Professional Services, Marketing, Executive Management, SEO, Analytics, Product Management, SDLC, Risk Management
Education
University of Cape Town 1990 — 1993
Bachelor of Commerce, Economics
Grey High School (Port Elizabeth) 1985 — 1989
Lee Rock Lee Rock's PSA Insurance & Financial Services Experience 1999 - Present
Job Vice President at PSA Financial Center
Industry Insurance
Experience
PSA Insurance & Financial Services 1999 - Present
Glen Rock Insurance, Inc January 1979 - Present
Herb Gordons September 1976 - December 1979
Skills
Insurance, Property & Casualty..., Employee Benefits, Professional Liability, Risk Management, Legal Liability, Disability Insurance, Commercial Insurance, Health Insurance, Underwriting, Life Insurance, Workers Compensation, Long-term Care, Business Planning, Insurance Consulting, Mergers & Acquisitions, Expert Witness
Education
University of Maryland College Park 1972 — 1976
Bachelor of Science (B.S.), Business Administration, Management and Operations
Calvert Hall College High School 1968 — 1972
PSA Insurance & Financial Services 1999 - Present
Glen Rock Insurance, Inc January 1979 - Present
Herb Gordons September 1976 - December 1979
Skills
Insurance, Property & Casualty..., Employee Benefits, Professional Liability, Risk Management, Legal Liability, Disability Insurance, Commercial Insurance, Health Insurance, Underwriting, Life Insurance, Workers Compensation, Long-term Care, Business Planning, Insurance Consulting, Mergers & Acquisitions, Expert Witness
Education
University of Maryland College Park 1972 — 1976
Bachelor of Science (B.S.), Business Administration, Management and Operations
Calvert Hall College High School 1968 — 1972
Angela Purdum Angela Purdum's PSA Insurance & Financial Services Experience August 2014 - Present
Job Manager, Employee Benefits Communications at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services August 2014 - Present
PSA Insurance & Financial Services August 2013 - Present
MetLife March 2012 - July 2013
The Warner Companies 2003 - 2012
Skills
Employee Benefits, Insurance, Account Management, Project Management, Marketing, Benefits Administration, Marketing Communications, Corporate Communications, Customer Service, Field Service
Education
Salisbury University 1997 — 2001
Bachelor of Science (BS), Business Administration, Management & Finance
PSA Insurance & Financial Services August 2014 - Present
PSA Insurance & Financial Services August 2013 - Present
MetLife March 2012 - July 2013
The Warner Companies 2003 - 2012
Skills
Employee Benefits, Insurance, Account Management, Project Management, Marketing, Benefits Administration, Marketing Communications, Corporate Communications, Customer Service, Field Service
Education
Salisbury University 1997 — 2001
Bachelor of Science (BS), Business Administration, Management & Finance
Becky Barth Becky Barth's PSA Insurance & Financial Services Experience February 2011 - Present
Job Systems Administrator & Trainer at PSA Insurance & Financial Services
Industry Insurance
Experience
Custom Knowledge Solutions May 2013 - Present
PSA Insurance & Financial Services February 2011 - Present
Home Paramount Pest Control March 2005 - February 2011
Home Paramount Pest Control August 2004 - March 2005
Skills
Training, Process Improvement, Salesforce.com, Outlook, Technical Writing, Microsoft Word, Team Building, Project Management, Microsoft Excel, PowerPoint, Customer Service, Procedure Manuals, System Administration, Help Desk Support, Captivate, Procedure Development, Process Modeling
Education
Towson University 2010 — 2014
Bachelor's Degree, Business Administration/Project Management
Custom Knowledge Solutions May 2013 - Present
PSA Insurance & Financial Services February 2011 - Present
Home Paramount Pest Control March 2005 - February 2011
Home Paramount Pest Control August 2004 - March 2005
Skills
Training, Process Improvement, Salesforce.com, Outlook, Technical Writing, Microsoft Word, Team Building, Project Management, Microsoft Excel, PowerPoint, Customer Service, Procedure Manuals, System Administration, Help Desk Support, Captivate, Procedure Development, Process Modeling
Education
Towson University 2010 — 2014
Bachelor's Degree, Business Administration/Project Management
Leah Semanie's PSA Insurance & Financial Services Experience August 2013 - February 2015
Job Johns Hopkins Regional and Young Alumni Programs
Industry Higher Education
Experience
Johns Hopkins University February 2015 - Present
PSA Insurance & Financial Services August 2013 - February 2015
T. Rowe Price October 2012 - May 2013
Michelle Tillis Lederman August 2011 - January 2013
The EPIC Brands June 2010 - September 2012
Skills
Social Media, Public Relations, Press Releases, Event Planning, Blogging, Facebook, Media Relations, Event Management, Social Media Marketing, Social Networking, Microsoft Office, Cision, Public Speaking, Internal Communications, Newsletters, Sponsorship, WordPress
Education
College of Notre Dame of Maryland 2013 — 2015
Masters, Contemporary Communications
Seton Hall University 2008 — 2012
BA, English, Communications
Johns Hopkins University February 2015 - Present
PSA Insurance & Financial Services August 2013 - February 2015
T. Rowe Price October 2012 - May 2013
Michelle Tillis Lederman August 2011 - January 2013
The EPIC Brands June 2010 - September 2012
Skills
Social Media, Public Relations, Press Releases, Event Planning, Blogging, Facebook, Media Relations, Event Management, Social Media Marketing, Social Networking, Microsoft Office, Cision, Public Speaking, Internal Communications, Newsletters, Sponsorship, WordPress
Education
College of Notre Dame of Maryland 2013 — 2015
Masters, Contemporary Communications
Seton Hall University 2008 — 2012
BA, English, Communications
Raymond Sweet Raymond Sweet's PSA Insurance & Financial Services Experience May 2010 - Present
Job Chief Financial Officer at PSA Financial
Industry Insurance
Experience
PSA Insurance & Financial Services May 2010 - Present
Skills
Mergers, Financial Reporting, Accounting, Financial Analysis, Strategic Planning, M&A experience, Strategic Consulting, Corporate Budgeting, Private Equity, Leadership, Executive Management, Financial Modeling, Strategic Financial..., Cash Management, Working Capital..., Product Development, Tax, Budgets, CPA, Due Diligence, Management, Business Strategy, Valuation, Corporate Finance, Auditing, Strategy, Mergers & Acquisitions, Managerial Finance, Management Consulting, Insurance, 401k, Employee Benefits, Internal Controls, Start-ups, Finance, Process Improvement, Change Management, Financial Accounting, Strategic Partnerships, Investments, Portfolio Management, Business Development, Loans, Forecasting, Contract Negotiation, Manufacturing, Analysis, Cost Accounting, Risk Management, Cash Flow
Education
Loyola University Maryland 1982 — 1985
MBA, Finance
Towson University 1977 — 1981
BS, Business Administration: Accounting
PSA Insurance & Financial Services May 2010 - Present
Skills
Mergers, Financial Reporting, Accounting, Financial Analysis, Strategic Planning, M&A experience, Strategic Consulting, Corporate Budgeting, Private Equity, Leadership, Executive Management, Financial Modeling, Strategic Financial..., Cash Management, Working Capital..., Product Development, Tax, Budgets, CPA, Due Diligence, Management, Business Strategy, Valuation, Corporate Finance, Auditing, Strategy, Mergers & Acquisitions, Managerial Finance, Management Consulting, Insurance, 401k, Employee Benefits, Internal Controls, Start-ups, Finance, Process Improvement, Change Management, Financial Accounting, Strategic Partnerships, Investments, Portfolio Management, Business Development, Loans, Forecasting, Contract Negotiation, Manufacturing, Analysis, Cost Accounting, Risk Management, Cash Flow
Education
Loyola University Maryland 1982 — 1985
MBA, Finance
Towson University 1977 — 1981
BS, Business Administration: Accounting
Justin Hoffman Justin Hoffman's PSA Insurance & Financial Services Experience November 2007 - Present
Job SVP, Business Development & CMO at PSA Insurance & Financial Services
Industry Financial Services
Experience
PSA Insurance & Financial Services November 2007 - Present
M&T Bank March 2002 - 2007
Siquis, Ltd. 2000 - 2001
Austin Knight 1998 - 1999
Skills
Salesforce.com, Marketo, Marketing Automation, Inbound Marketing, Email Marketing, Blogging, Social Media Marketing, Marketing Strategy, Public Relations, Advertising, Event Management, Corporate Branding, Sports Marketing, Sponsorship Negotiations, Sponsorship, Marketing Communications, Digital Marketing, Strategic Planning, Integrated Marketing, Marketing, Management, Social Media, Online Marketing, Lead Generation, CRM, SEO, Social Networking, B2B Marketing, Direct Marketing, Marketing Management, SEM, Strategy, Online Advertising, Account Management, Brand Management, Brand Development
Education
The Johns Hopkins University - Carey Business School 2002 — 2007
MSM, Marketing Strategy
West Virginia University 1993 — 1998
Journalism, Advertising
PSA Insurance & Financial Services November 2007 - Present
M&T Bank March 2002 - 2007
Siquis, Ltd. 2000 - 2001
Austin Knight 1998 - 1999
Skills
Salesforce.com, Marketo, Marketing Automation, Inbound Marketing, Email Marketing, Blogging, Social Media Marketing, Marketing Strategy, Public Relations, Advertising, Event Management, Corporate Branding, Sports Marketing, Sponsorship Negotiations, Sponsorship, Marketing Communications, Digital Marketing, Strategic Planning, Integrated Marketing, Marketing, Management, Social Media, Online Marketing, Lead Generation, CRM, SEO, Social Networking, B2B Marketing, Direct Marketing, Marketing Management, SEM, Strategy, Online Advertising, Account Management, Brand Management, Brand Development
Education
The Johns Hopkins University - Carey Business School 2002 — 2007
MSM, Marketing Strategy
West Virginia University 1993 — 1998
Journalism, Advertising
Robert (Barry) Skinner Robert (Barry) Skinner's PSA Insurance & Financial Services Experience April 1983 - October 2005
Job Multi Lines Insurance Agent
Industry Insurance
Experience
Skinner Insurance Services, LLC March 2008 - Present
Worthington Financial Partners September 2007 - February 2012
PSA Insurance & Financial Services April 1983 - October 2005
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Commercial Insurance, Auto and Homeowners..., Retirement Planning
Education
Towson University 1979 — 1981
Bachelor of Science, Finance
Denison Unviversity 1976 — 1978
Finance
Skinner Insurance Services, LLC March 2008 - Present
Worthington Financial Partners September 2007 - February 2012
PSA Insurance & Financial Services April 1983 - October 2005
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Commercial Insurance, Auto and Homeowners..., Retirement Planning
Education
Towson University 1979 — 1981
Bachelor of Science, Finance
Denison Unviversity 1976 — 1978
Finance
Chris Rose CLU, ChFC, CPCU Chris Rose CLU, ChFC, CPCU's PSA Insurance & Financial Services Experience May 1983 - Present
Job Insurance & Investment Sales at PSA Financial Center. I am a Chartered Life Underwriter & Financial Consultant.
Industry Insurance
Experience
PSA Insurance & Financial Services May 1983 - Present
Mass Mutual 1982 - 1983
Liberty Mutual January 1974 - January 1982
Skills
I have a strong..., Commercial Insurance, Personal Lines Auto, Personal lines..., Life Insurance, Term Life Insurance, Long-term Care, Whole life Insurance, Professional Liability, Estate Planning, Sales, Property & Casualty..., Insurance, Strategic Financial..., Health Insurance, Employee Benefits, Indexed Annuities, Options, Disability Insurance, Insurance Brokerage, Whole Life, Personal Development, Homeowners, Underwriting, Umbrella Insurance, Financial Services, Investments, Retirement
Education
University of Baltimore 1968 — 1972
BS, Marketing
PSA Insurance & Financial Services May 1983 - Present
Mass Mutual 1982 - 1983
Liberty Mutual January 1974 - January 1982
Skills
I have a strong..., Commercial Insurance, Personal Lines Auto, Personal lines..., Life Insurance, Term Life Insurance, Long-term Care, Whole life Insurance, Professional Liability, Estate Planning, Sales, Property & Casualty..., Insurance, Strategic Financial..., Health Insurance, Employee Benefits, Indexed Annuities, Options, Disability Insurance, Insurance Brokerage, Whole Life, Personal Development, Homeowners, Underwriting, Umbrella Insurance, Financial Services, Investments, Retirement
Education
University of Baltimore 1968 — 1972
BS, Marketing
David VanLeeuwen, Sr. David VanLeeuwen, Sr.'s PSA Insurance & Financial Services Experience January 2013 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
PSA Insurance & Financial Services January 2013 - Present
Health Plan Strategies, Inc. October 1997 - Present
The VanLeeuwen Group, LLC dba Express Employment Professionals November 2008 - November 2011
Health Insurance Companies and Consulting Firms March 1986 - September 1997
Skills
Health Insurance, Employee Benefits, Benefits Administration, Life Insurance, Workers Compensation, Human Resources, Employee Relations, COBRA, Disability Insurance, Insurance, Deferred Compensation, 401k, Customer Service, Sales, Process Improvement, Succession Planning, Marketing, Healthcare, Customer Retention, FMLA, Payroll, HRIS, Underwriting, Recruiting, Retirement, Long-term Care
Education
Loyola University Maryland 1986 — 1988
MBA, Business Administration
State University of New York at Buffalo - School of Management 1982 — 1986
B.S., Business Administration/Management Information Systems
Westminster High
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefits Specialist Program (CEBS)
PSA Insurance & Financial Services January 2013 - Present
Health Plan Strategies, Inc. October 1997 - Present
The VanLeeuwen Group, LLC dba Express Employment Professionals November 2008 - November 2011
Health Insurance Companies and Consulting Firms March 1986 - September 1997
Skills
Health Insurance, Employee Benefits, Benefits Administration, Life Insurance, Workers Compensation, Human Resources, Employee Relations, COBRA, Disability Insurance, Insurance, Deferred Compensation, 401k, Customer Service, Sales, Process Improvement, Succession Planning, Marketing, Healthcare, Customer Retention, FMLA, Payroll, HRIS, Underwriting, Recruiting, Retirement, Long-term Care
Education
Loyola University Maryland 1986 — 1988
MBA, Business Administration
State University of New York at Buffalo - School of Management 1982 — 1986
B.S., Business Administration/Management Information Systems
Westminster High
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefits Specialist Program (CEBS)
Janet Corekin's PSA Insurance & Financial Services Experience September 2012 - April 2013
Job Disability Income Underwriter at Illinois Mutual
Industry Insurance
Experience
Illinois Mutual August 2015 - Present
Diversified Insurance Industries, Inc. May 2014 - June 2015
Kelly Insurance Agency February 2014 - April 2014
Brown & Brown Insurance, Inc. July 2013 - December 2013
PSA Insurance & Financial Services September 2012 - April 2013
Maxim Healthcare Services September 2011 - February 2012
Skills
Customer Service, Microsoft Office, Medical Malpractice, Time Management, Self-confidence, Organization, Life Insurance, Health Insurance, Property & Casualty..., contract review, Organizational..., Insurance, Employee Benefits, Professional Liability, Outlook, Commercial Insurance, Management
Education
Towson University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Montgomery College 2006 — 2008
Associate of Arts (AA), General Studies
Illinois Mutual August 2015 - Present
Diversified Insurance Industries, Inc. May 2014 - June 2015
Kelly Insurance Agency February 2014 - April 2014
Brown & Brown Insurance, Inc. July 2013 - December 2013
PSA Insurance & Financial Services September 2012 - April 2013
Maxim Healthcare Services September 2011 - February 2012
Skills
Customer Service, Microsoft Office, Medical Malpractice, Time Management, Self-confidence, Organization, Life Insurance, Health Insurance, Property & Casualty..., contract review, Organizational..., Insurance, Employee Benefits, Professional Liability, Outlook, Commercial Insurance, Management
Education
Towson University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Montgomery College 2006 — 2008
Associate of Arts (AA), General Studies
Ed Kushlis Ed Kushlis's PSA Insurance & Financial Services Experience October 2005 - May 2014
Job Insurance Agency Executive / Insurance M&A Leader / Captive Insurance Specialist
Industry Insurance
Experience
Insurance Associates - Knowledge / Representation / Reputation June 2014 - Present
PSA Insurance & Financial Services October 2005 - May 2014
Willis 1984 - 2005
Willis North America 1984 - 2005
Deloitte June 1980 - April 1984
Skills
Insurance, Mergers & Acquisitions, Business Development, Risk Management, Financial Services, Employee Benefits, Mergers, Strategic Partnerships, Leadership, Business Planning, Negotiation, Strategic Planning, Property & Casualty..., Finance, Retirement Planning, Sales Management, Underwriting, Management Consulting, Health Insurance, Executive Management, Strategic Financial..., Captives, Business Strategy, New Business Development, Team Building, Accounting, Agency Leadership, 401k, Workers Compensation, Marketing Strategy, Budgets, Small Business, Investments, Insurance Broker..., Due Diligence, Budgeting, Start-ups, Strategy, Financial Planning
Education
St. Francis University 1977 — 1980
BS Accounting, Accounting and Business/Management
Our Lady of Good Counsel High School 1972 — 1976
Insurance Associates - Knowledge / Representation / Reputation June 2014 - Present
PSA Insurance & Financial Services October 2005 - May 2014
Willis 1984 - 2005
Willis North America 1984 - 2005
Deloitte June 1980 - April 1984
Skills
Insurance, Mergers & Acquisitions, Business Development, Risk Management, Financial Services, Employee Benefits, Mergers, Strategic Partnerships, Leadership, Business Planning, Negotiation, Strategic Planning, Property & Casualty..., Finance, Retirement Planning, Sales Management, Underwriting, Management Consulting, Health Insurance, Executive Management, Strategic Financial..., Captives, Business Strategy, New Business Development, Team Building, Accounting, Agency Leadership, 401k, Workers Compensation, Marketing Strategy, Budgets, Small Business, Investments, Insurance Broker..., Due Diligence, Budgeting, Start-ups, Strategy, Financial Planning
Education
St. Francis University 1977 — 1980
BS Accounting, Accounting and Business/Management
Our Lady of Good Counsel High School 1972 — 1976
Lauren Miller's PSA Insurance & Financial Services Experience June 2012 - March 2014
Job Owner at Maverick Marketing
Industry Public Relations and Communications
Experience
Maverick Marketing June 2015 - Present
Freelance March 2014 - June 2015
PSA Insurance & Financial Services June 2012 - March 2014
The Living Legacy Foundation March 2011 - June 2012
Sandy Hillman Communications August 2009 - March 2011
Powell Tate Weber Shandwick Public Affairs May 2007 - August 2009
Fox45-WBFF/CW Baltimore-WNUV June 2005 - May 2007
Skills
Public Relations, Social Media, Media Relations, Event Planning, Press Releases, Marketing Communications, Advertising, Social Media Marketing, Event Management, Strategic Communications, Crisis Communications, Marketing Strategy, Strategic Planning, Public Speaking, Corporate Communications, Speech Writing, Social Networking, Editing, Digital Media, Message Development, Brand Management, Newsletters, Management, Nonprofits, Email Marketing, Sales, Budgets
Education
Towson University 2002 — 2005
Bachelor of Science (B.S.), Electronic Media and Film
St. Paul's School for Girls 1994 — 2001
Maverick Marketing June 2015 - Present
Freelance March 2014 - June 2015
PSA Insurance & Financial Services June 2012 - March 2014
The Living Legacy Foundation March 2011 - June 2012
Sandy Hillman Communications August 2009 - March 2011
Powell Tate Weber Shandwick Public Affairs May 2007 - August 2009
Fox45-WBFF/CW Baltimore-WNUV June 2005 - May 2007
Skills
Public Relations, Social Media, Media Relations, Event Planning, Press Releases, Marketing Communications, Advertising, Social Media Marketing, Event Management, Strategic Communications, Crisis Communications, Marketing Strategy, Strategic Planning, Public Speaking, Corporate Communications, Speech Writing, Social Networking, Editing, Digital Media, Message Development, Brand Management, Newsletters, Management, Nonprofits, Email Marketing, Sales, Budgets
Education
Towson University 2002 — 2005
Bachelor of Science (B.S.), Electronic Media and Film
St. Paul's School for Girls 1994 — 2001
Chad Wilson, CFA, CFP® Chad Wilson, CFA, CFP®'s PSA Insurance & Financial Services Experience July 2008 - August 2014
Job Investment Director, Fiduciary Plan Advisors at HighTower
Industry Financial Services
Experience
Fiduciary Plan Advisors at HighTower August 2014 - Present
PSA Insurance & Financial Services July 2008 - August 2014
Alliance Benefit Group - MidAtlantic January 2005 - July 2008
Oxford Associates June 2002 - January 2005
USMC June 1994 - June 1998
Education
Bloomsburg University of Pennsylvania 1998 — 2002
BSBA, Finance
College for Financial Planning
Fiduciary Plan Advisors at HighTower August 2014 - Present
PSA Insurance & Financial Services July 2008 - August 2014
Alliance Benefit Group - MidAtlantic January 2005 - July 2008
Oxford Associates June 2002 - January 2005
USMC June 1994 - June 1998
Education
Bloomsburg University of Pennsylvania 1998 — 2002
BSBA, Finance
College for Financial Planning
J. Marissa Waskiewicz J. Marissa Waskiewicz's PSA Insurance & Financial Services Experience July 2014 - April 2015
Job Employee Benefits Account Manager at Summit Insurance Advisors
Industry Insurance
Experience
Summit Insurance - Maryland May 2015 - Present
PSA Insurance & Financial Services July 2014 - April 2015
Kelly & Associates Insurance Group June 2013 - July 2014
Kelly & Associates Insurance Group April 2009 - June 2013
Yaffe & Company June 2008 - December 2008
Butler Capital Corporation September 2005 - June 2008
MBNA June 2000 - September 2005
Telescopt Pictures 1996 - 1997
Telescopt Pictures 1996 - 1997
Telescopt Pictures 1996 - 1997
Skills
Employee Benefits, Health Insurance, Health Insurance..., Licensed Insurance..., Benefits Administration, Life Insurance, Risk Management, HIPAA, Account Management, Health Savings Accounts, Call Centers, Marketing, Human Resources, Underwriting, Disability Insurance, Customer Service, Insurance, Leadership, Management
Education
University of Maryland University College 2014 — 2014
Master of Business Administration (MBA)
Washington College 1995 — 2000
Bachelor of Arts, History
St. Timothy's School 1991 — 1995
Maryvale 1992 — 1993
Summit Insurance - Maryland May 2015 - Present
PSA Insurance & Financial Services July 2014 - April 2015
Kelly & Associates Insurance Group June 2013 - July 2014
Kelly & Associates Insurance Group April 2009 - June 2013
Yaffe & Company June 2008 - December 2008
Butler Capital Corporation September 2005 - June 2008
MBNA June 2000 - September 2005
Telescopt Pictures 1996 - 1997
Telescopt Pictures 1996 - 1997
Telescopt Pictures 1996 - 1997
Skills
Employee Benefits, Health Insurance, Health Insurance..., Licensed Insurance..., Benefits Administration, Life Insurance, Risk Management, HIPAA, Account Management, Health Savings Accounts, Call Centers, Marketing, Human Resources, Underwriting, Disability Insurance, Customer Service, Insurance, Leadership, Management
Education
University of Maryland University College 2014 — 2014
Master of Business Administration (MBA)
Washington College 1995 — 2000
Bachelor of Arts, History
St. Timothy's School 1991 — 1995
Maryvale 1992 — 1993
Glen Rock's PSA Insurance & Financial Services Experience May 2010 - September 2010
Job Samples Representative at Allergan
Industry Marketing and Advertising
Experience
Allergan September 2014 - Present
Shapiro Negotiations Institute February 2014 - May 2014
California Pizza Kitchen April 2012 - January 2014
EdVenture Partners August 2013 - December 2013
Carrabba's Italian Grill September 2006 - September 2011
PSA Insurance & Financial Services May 2010 - September 2010
Skills
Microsoft Office, Marketing, Teamwork, Leadership, Photography, Customer Service, Email Marketing, Social Networking, Social Media Marketing, Presentation and..., Project Coordination
Education
Towson University 2009 — 2014
Bachelors of Business, Marketing
Calvert Hall College High School 2005 — 2009
High School Diploma
Cockeysville Middle
Allergan September 2014 - Present
Shapiro Negotiations Institute February 2014 - May 2014
California Pizza Kitchen April 2012 - January 2014
EdVenture Partners August 2013 - December 2013
Carrabba's Italian Grill September 2006 - September 2011
PSA Insurance & Financial Services May 2010 - September 2010
Skills
Microsoft Office, Marketing, Teamwork, Leadership, Photography, Customer Service, Email Marketing, Social Networking, Social Media Marketing, Presentation and..., Project Coordination
Education
Towson University 2009 — 2014
Bachelors of Business, Marketing
Calvert Hall College High School 2005 — 2009
High School Diploma
Cockeysville Middle
Joseph Borrelli Joseph Borrelli's PSA Insurance & Financial Services Experience June 2015 - Present
Job Benefits Analyst at PSA Insurance & Financial Services
Industry Higher Education
Experience
PSA Insurance & Financial Services June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Minitab, SAS Programming, VBA, Access, Communication, Team Building, Microsoft Word
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Actuarial Science - Statistics Minor
Methacton High School 2007 — 2011
High School
PSA Insurance & Financial Services June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Minitab, SAS Programming, VBA, Access, Communication, Team Building, Microsoft Word
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Actuarial Science - Statistics Minor
Methacton High School 2007 — 2011
High School
Mae Huber's PSA Insurance & Financial Services Experience May 2014 - August 2014
Job Fashion Market Intern at Harper's Bazaar
Industry Marketing and Advertising
Experience
Harper's Bazaar June 2015 - August 2015
PSA Insurance & Financial Services May 2014 - August 2014
Social Primer 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Photoshop, Customer Service, Marketing Communications, Salesforce.com, Teamwork, Facebook
Education
College of Charleston 2012 — 2016
Bachelor of Science (BS), Marketing
Notre Dame Preparatory School 2005 — 2012
Harper's Bazaar June 2015 - August 2015
PSA Insurance & Financial Services May 2014 - August 2014
Social Primer 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Photoshop, Customer Service, Marketing Communications, Salesforce.com, Teamwork, Facebook
Education
College of Charleston 2012 — 2016
Bachelor of Science (BS), Marketing
Notre Dame Preparatory School 2005 — 2012
Sheryl Fetsch Sheryl Fetsch's PSA Insurance & Financial Services Experience 2003 - 2008
Job Project Coordinator Enterprise Patient Portals University of Maryland Medical Systems
Industry Information Technology and Services
Experience
The University of Maryland Medical System 2014 - Present
Savvy Marketing Systems 2010 - 2014
Stanton Communications, Inc. 2008 - 2009
PSA Insurance & Financial Services 2003 - 2008
IHS 1998 - 2001
HUMANSOFT, LLC 1998 - 1999
PC Insights 1992 - 1998
Mercy Medical Center, Baltimore, MD 1989 - 1992
Skills
Direct Marketing, Social Media Marketing, Strategic Communications, CRM, Social Media, Target Marketing, Systems Analysis, Workflow Process..., Requirements Definition..., Implementation..., Project Planning &..., Training & User..., Go-Live & Rollout..., Public Speaking /..., Salesforce.com, Visio, Process Improvement, Requirements Analysis, EHR, Healthcare Information...
Education
CompTIA Healthcare IT Technician - Candidate
The Community College of Baltimore County 2013 — 2013
Certificate – EHR IT Analyst, Healthcare Information Technology
Notre Dame of Maryland University
B.A. Computer Information Systems
Goucher College
Certificate – Advanced Networking Technologies
Applied Learning Systems
Certificate – Train the Trainer
The University of Maryland Medical System 2014 - Present
Savvy Marketing Systems 2010 - 2014
Stanton Communications, Inc. 2008 - 2009
PSA Insurance & Financial Services 2003 - 2008
IHS 1998 - 2001
HUMANSOFT, LLC 1998 - 1999
PC Insights 1992 - 1998
Mercy Medical Center, Baltimore, MD 1989 - 1992
Skills
Direct Marketing, Social Media Marketing, Strategic Communications, CRM, Social Media, Target Marketing, Systems Analysis, Workflow Process..., Requirements Definition..., Implementation..., Project Planning &..., Training & User..., Go-Live & Rollout..., Public Speaking /..., Salesforce.com, Visio, Process Improvement, Requirements Analysis, EHR, Healthcare Information...
Education
CompTIA Healthcare IT Technician - Candidate
The Community College of Baltimore County 2013 — 2013
Certificate – EHR IT Analyst, Healthcare Information Technology
Notre Dame of Maryland University
B.A. Computer Information Systems
Goucher College
Certificate – Advanced Networking Technologies
Applied Learning Systems
Certificate – Train the Trainer
Ken Sloat's PSA Insurance & Financial Services Experience August 2012 - February 2013
Job
Industry Wholesale
Experience
Technocel July 2014 - Present
nuCourse Distribution February 2013 - July 2014
PSA Insurance & Financial Services August 2012 - February 2013
Johns Hopkins University June 2011 - July 2012
Jos. A. Bank Clothiers December 2009 - June 2011
TESSCO Technologies April 2008 - September 2009
TESSCO Technologies October 2007 - March 2008
TESSCO Technologies September 2004 - October 2007
TESSCO Technologies July 2003 - September 2004
Education
Loyola University Maryland - Sellinger School of Business
Master of Business Administration (MBA)
University of Baltimore - Merrick School of Business 2008 — 2012
Bachelors of Science
Indiana University of Pennsylvania 2001 — 2003
South Western High School 1996 — 2000
Technocel July 2014 - Present
nuCourse Distribution February 2013 - July 2014
PSA Insurance & Financial Services August 2012 - February 2013
Johns Hopkins University June 2011 - July 2012
Jos. A. Bank Clothiers December 2009 - June 2011
TESSCO Technologies April 2008 - September 2009
TESSCO Technologies October 2007 - March 2008
TESSCO Technologies September 2004 - October 2007
TESSCO Technologies July 2003 - September 2004
Education
Loyola University Maryland - Sellinger School of Business
Master of Business Administration (MBA)
University of Baltimore - Merrick School of Business 2008 — 2012
Bachelors of Science
Indiana University of Pennsylvania 2001 — 2003
South Western High School 1996 — 2000
Michael Perhac Michael Perhac's PSA Insurance & Financial Services Experience August 2004 - July 2007
Job Senior Financial Planning Associate at Trumbower Financial Advisors
Industry Financial Services
Experience
Trumbower Financial Advisors January 2015 - Present
Strategic Financial Associates May 2013 - January 2015
Main Street Advisors December 2007 - May 2013
PSA Insurance & Financial Services August 2004 - July 2007
Education
University of Maryland College Park 1996 — 1998
MA, Government & Politics
Richard Stockton College of New Jersey
BA, Political Science
Trumbower Financial Advisors January 2015 - Present
Strategic Financial Associates May 2013 - January 2015
Main Street Advisors December 2007 - May 2013
PSA Insurance & Financial Services August 2004 - July 2007
Education
University of Maryland College Park 1996 — 1998
MA, Government & Politics
Richard Stockton College of New Jersey
BA, Political Science
LeeAnn Poppe LeeAnn Poppe's PSA Insurance & Financial Services Experience March 2015 - Present
Job Account Coordinator at PSA Insurance & Financial Services
Industry Individual & Family Services
Experience
PSA Insurance & Financial Services March 2015 - Present
M Hayes May 2014 - March 2015
M Hayes December 2013 - May 2014
St. Vincent de Paul of Baltimore April 2012 - December 2013
Suffolk County Department of Labor 2010 - 2012
Skills
Nonprofits, Fundraising, Volunteer Management, Program Development, Community Outreach, Social Services, Non-profit..., Social Networking
Education
Loyola University Maryland 2006 — 2010
Bachelor of Arts (B.A.), Psychology
PSA Insurance & Financial Services March 2015 - Present
M Hayes May 2014 - March 2015
M Hayes December 2013 - May 2014
St. Vincent de Paul of Baltimore April 2012 - December 2013
Suffolk County Department of Labor 2010 - 2012
Skills
Nonprofits, Fundraising, Volunteer Management, Program Development, Community Outreach, Social Services, Non-profit..., Social Networking
Education
Loyola University Maryland 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Jon Zeisler's PSA Insurance & Financial Services Experience April 2002 - November 2007
Job Director, Group Benefits at Raffa Financial Services, Inc. | Employee Benefits Advisor | jon@raffafinancial.com
Industry Financial Services
Experience
Raffa Financial Services, Inc. December 2007 - Present
PSA Insurance & Financial Services April 2002 - November 2007
Skills
Employee Benefits, Insurance, Health Insurance, Strategic Planning, Account Management, Microsoft Excel, New Business Development, Sales Management, Marketing, Marketing Strategy, Direct Sales, Financial Analysis, Team Building, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Raffa Financial Services, Inc. December 2007 - Present
PSA Insurance & Financial Services April 2002 - November 2007
Skills
Employee Benefits, Insurance, Health Insurance, Strategic Planning, Account Management, Microsoft Excel, New Business Development, Sales Management, Marketing, Marketing Strategy, Direct Sales, Financial Analysis, Team Building, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Kimberly Herzog Kimberly Herzog's PSA Insurance & Financial Services Experience November 2007 - January 2009
Job Marketing Traffic Coordinator at Erickson Living
Industry Apparel & Fashion
Experience
Erickson Living August 2012 - Present
Under Armour June 2010 - August 2012
Under Armour January 2010 - May 2010
Mintz & Hoke Communications Group June 2009 - June 2009
PSA Insurance & Financial Services November 2007 - January 2009
Education
Towson University 2006 — 2010
Communication Studies
Erickson Living August 2012 - Present
Under Armour June 2010 - August 2012
Under Armour January 2010 - May 2010
Mintz & Hoke Communications Group June 2009 - June 2009
PSA Insurance & Financial Services November 2007 - January 2009
Education
Towson University 2006 — 2010
Communication Studies
Laura Fox's PSA Insurance & Financial Services Experience March 2010 - April 2012
Job Senior Manager, Platform Marketing at Millennial Media
Industry Marketing and Advertising
Experience
Millennial Media May 2015 - Present
Millennial Media March 2013 - Present
T. Rowe Price April 2012 - March 2013
PSA Insurance & Financial Services March 2010 - April 2012
Clear Channel Outdoor September 2009 - March 2010
Pivec Advertising May 2006 - January 2009
Coca-Cola North America May 2008 - July 2008
Skills
Salesforce.com, Social Media Marketing, Marketing Strategy, Public Relations, Advertising, Social Media, Marketing Communications, PowerPoint, Marketing Automation, Email Marketing, Strategic Planning, Strategy, Silverpop, CRM, Analytics, Integrated Marketing, Email Marketing Software
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration
University of Notre Dame, London Program 2007 — 2007
The John Carroll School 2001 — 2005
Millennial Media May 2015 - Present
Millennial Media March 2013 - Present
T. Rowe Price April 2012 - March 2013
PSA Insurance & Financial Services March 2010 - April 2012
Clear Channel Outdoor September 2009 - March 2010
Pivec Advertising May 2006 - January 2009
Coca-Cola North America May 2008 - July 2008
Skills
Salesforce.com, Social Media Marketing, Marketing Strategy, Public Relations, Advertising, Social Media, Marketing Communications, PowerPoint, Marketing Automation, Email Marketing, Strategic Planning, Strategy, Silverpop, CRM, Analytics, Integrated Marketing, Email Marketing Software
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration
University of Notre Dame, London Program 2007 — 2007
The John Carroll School 2001 — 2005
Stuart Lacher Stuart Lacher's PSA Insurance & Financial Services Experience July 1988 - June 2015
Job Financial Advisor looking for my next great career opportunity at a bank or other large financial institution.
Industry Financial Services
Experience
Financial Advisor / Investment and Insurance Professional July 2015 - October 2015
PSA Insurance & Financial Services July 1988 - June 2015
American Express 1987 - 1988
Department of Education 1982 - 1987
Skills
Executive Management, New Business Development, Strategic Planning, Vendor Management, Strategic Partnerships, Sales Management, Operations Management, Strategic Leadership, Business Development, Management Consulting, Business Strategy, Sales, Contract Negotiation, Start-ups, Negotiation, Social Media Marketing, Marketing, Healthcare, Email Marketing, Employee Benefits, Investments, Small Business, Financial Services, Strategy, Time Management, Management, Strategic Financial..., Risk Management, Leadership, Marketing Strategy, Insurance, Team Building, Social Media, Program Management
Education
Towson University 1979 — 1981
M.A., Economics & Psychology
Hobart and William Smith Colleges 1975 — 1979
B.A., Psycholgy and Business
Gilman 1964 — 1975
College Prep, General College Prep, Honors
Financial Advisor / Investment and Insurance Professional July 2015 - October 2015
PSA Insurance & Financial Services July 1988 - June 2015
American Express 1987 - 1988
Department of Education 1982 - 1987
Skills
Executive Management, New Business Development, Strategic Planning, Vendor Management, Strategic Partnerships, Sales Management, Operations Management, Strategic Leadership, Business Development, Management Consulting, Business Strategy, Sales, Contract Negotiation, Start-ups, Negotiation, Social Media Marketing, Marketing, Healthcare, Email Marketing, Employee Benefits, Investments, Small Business, Financial Services, Strategy, Time Management, Management, Strategic Financial..., Risk Management, Leadership, Marketing Strategy, Insurance, Team Building, Social Media, Program Management
Education
Towson University 1979 — 1981
M.A., Economics & Psychology
Hobart and William Smith Colleges 1975 — 1979
B.A., Psycholgy and Business
Gilman 1964 — 1975
College Prep, General College Prep, Honors
Mandy Griffith Mandy Griffith's PSA Insurance & Financial Services Experience October 2011 - Present
Job Manager of Small Group Account Management at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services October 2011 - Present
WorkforceTactix, Inc. 2007 - 2011
Corporate Coverage, LLC 2000 - 2007
Skills
Account Management, Insurance, Employee Benefits, Health Insurance, Salesforce.com, Life Insurance, Benefits Administration, Underwriting, Commercial Insurance, Disability Insurance, Brokers, Customer Service, Health Savings Accounts, Cold Calling
Education
University of Phoenix
Associate's degree, Business Administration and Management, General
PSA Insurance & Financial Services October 2011 - Present
WorkforceTactix, Inc. 2007 - 2011
Corporate Coverage, LLC 2000 - 2007
Skills
Account Management, Insurance, Employee Benefits, Health Insurance, Salesforce.com, Life Insurance, Benefits Administration, Underwriting, Commercial Insurance, Disability Insurance, Brokers, Customer Service, Health Savings Accounts, Cold Calling
Education
University of Phoenix
Associate's degree, Business Administration and Management, General
Ben Bohonowicz's PSA Insurance & Financial Services Experience November 2013 - August 2014
Job Employee Benefits at EBS
Industry Financial Services
Experience
Employee Benefit Services of Maryland Inc. August 2014 - Present
Taka Soccer Training May 2012 - December 2014
PSA Insurance & Financial Services November 2013 - August 2014
Employee Benefit Services of Maryland Inc. January 2011 - October 2013
Northwestern Mutual January 2011 - October 2011
Coerver Coaching June 2005 - July 2011
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Management, Voluntary Employee..., Customer Service, Life Insurance, Brokers, Sales, Benefits Administration, Claim, Commercial Insurance, Group Insurance, Strategy, Account Management, Self-funded, Health, Dental, Benefits, Small Group Management, Vision, Self-Funding, Group Benefits, Strategic Planning, Risk Management, Wellness Initiatives, Wellness, Long-term Care
Education
University of Maryland College Park
St. Mary's High School
Employee Benefit Services of Maryland Inc. August 2014 - Present
Taka Soccer Training May 2012 - December 2014
PSA Insurance & Financial Services November 2013 - August 2014
Employee Benefit Services of Maryland Inc. January 2011 - October 2013
Northwestern Mutual January 2011 - October 2011
Coerver Coaching June 2005 - July 2011
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Management, Voluntary Employee..., Customer Service, Life Insurance, Brokers, Sales, Benefits Administration, Claim, Commercial Insurance, Group Insurance, Strategy, Account Management, Self-funded, Health, Dental, Benefits, Small Group Management, Vision, Self-Funding, Group Benefits, Strategic Planning, Risk Management, Wellness Initiatives, Wellness, Long-term Care
Education
University of Maryland College Park
St. Mary's High School
Lars Hviding Lars Hviding's PSA Insurance & Financial Services Experience January 2001 - May 2010
Job Your Partner for creative branded products
Industry Printing
Experience
Uniform Graphix June 1980 - Present
PSA Insurance & Financial Services January 2001 - May 2010
Skills
New Business Development, Account Management, Marketing Strategy, Sales Management, Salesforce.com, Program Management, Social Media Marketing, Insurance, Strategic Planning, Marketing, Small Business, Employee Benefits, Disability Insurance, Social Media
Education
Franklin High 1970 — 1974
Catonsville Community College
Uniform Graphix June 1980 - Present
PSA Insurance & Financial Services January 2001 - May 2010
Skills
New Business Development, Account Management, Marketing Strategy, Sales Management, Salesforce.com, Program Management, Social Media Marketing, Insurance, Strategic Planning, Marketing, Small Business, Employee Benefits, Disability Insurance, Social Media
Education
Franklin High 1970 — 1974
Catonsville Community College
Laura Bauer Laura Bauer's PSA Insurance & Financial Services Experience June 1990 - Present
Job Business Center Associate
Industry Insurance
Experience
PSA Insurance & Financial Services June 1990 - Present
Skills
Microsoft Word, Microsoft Excel, Customer Service
Education
Essex Community College 1982 — 1984
Special Education
PSA Insurance & Financial Services June 1990 - Present
Skills
Microsoft Word, Microsoft Excel, Customer Service
Education
Essex Community College 1982 — 1984
Special Education
Katie Moxley, RHU, REBC Katie Moxley, RHU, REBC's PSA Insurance & Financial Services Experience April 2014 - Present
Job Benefits Consultant at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services April 2014 - Present
Employee Benefit Services of MD, Inc. November 2007 - April 2014
Kelly & Associates Insurance Group July 2006 - November 2007
Skills
Employee Benefits, Disability Insurance, Health Insurance, Benefits Administration, Insurance, Employee Relations, Management, HRIS, Human Resources, Workers Compensation, Health Savings Accounts, Employee Engagement, Onboarding, 401k, COBRA, Term Life Insurance, FMLA
Education
Elon University 2002 — 2006
B.A., International Studies, Business
The American College
RHU, REBC
PSA Insurance & Financial Services April 2014 - Present
Employee Benefit Services of MD, Inc. November 2007 - April 2014
Kelly & Associates Insurance Group July 2006 - November 2007
Skills
Employee Benefits, Disability Insurance, Health Insurance, Benefits Administration, Insurance, Employee Relations, Management, HRIS, Human Resources, Workers Compensation, Health Savings Accounts, Employee Engagement, Onboarding, 401k, COBRA, Term Life Insurance, FMLA
Education
Elon University 2002 — 2006
B.A., International Studies, Business
The American College
RHU, REBC
Anthony Kai Williams Anthony Kai Williams's PSA Insurance & Financial Services Experience May 2015 - Present
Job Account Manager at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services May 2015 - Present
UnitedHealthcare August 2014 - May 2015
UnitedHealthcare September 2012 - August 2014
Skills
Product Marketing, Database Administration, Value Selling, Sales Management, Sales Process, Business Development, Sales, Training, Project Management, Nonprofits, Customer Service, Health Insurance, Account Management, Employee Benefits, Insurance
Education
Florida A&M University
Bachelor of Science (BS), Psychology
PSA Insurance & Financial Services May 2015 - Present
UnitedHealthcare August 2014 - May 2015
UnitedHealthcare September 2012 - August 2014
Skills
Product Marketing, Database Administration, Value Selling, Sales Management, Sales Process, Business Development, Sales, Training, Project Management, Nonprofits, Customer Service, Health Insurance, Account Management, Employee Benefits, Insurance
Education
Florida A&M University
Bachelor of Science (BS), Psychology
Tammi Nash Tammi Nash's PSA Insurance & Financial Services Experience January 1988 - December 2005
Job VP Operations PSA Insurance & Financial Services
Industry Financial Services
Experience
PSA Financial Center September 1981 - Present
PSA Insurance & Financial Services January 1988 - December 2005
Skills
Surety, Strategic Leadership, Insurance, Business Operations, Property & Casualty..., Editing, Professional Liability, Reinsurance, Commercial Insurance, Licensed Property &..., Commercial Lines, Casualty, D&O, Health Insurance, General Insurance, Risk Management, Disability Insurance, Team Building, Strategic Planning, Employee Benefits, Executive Management, Retirement, Inland Marine, Underwriting, 401k, Excess
Education
Lancaster Bible College 1977 — 1981
Bachelor of Science (BS), Education
LMH 1974 — 1977
Early Childhood Education and Teaching
PSA Financial Center September 1981 - Present
PSA Insurance & Financial Services January 1988 - December 2005
Skills
Surety, Strategic Leadership, Insurance, Business Operations, Property & Casualty..., Editing, Professional Liability, Reinsurance, Commercial Insurance, Licensed Property &..., Commercial Lines, Casualty, D&O, Health Insurance, General Insurance, Risk Management, Disability Insurance, Team Building, Strategic Planning, Employee Benefits, Executive Management, Retirement, Inland Marine, Underwriting, 401k, Excess
Education
Lancaster Bible College 1977 — 1981
Bachelor of Science (BS), Education
LMH 1974 — 1977
Early Childhood Education and Teaching
Jake Vogelsang, CIMA®, AIF®, QPFC Jake Vogelsang, CIMA®, AIF®, QPFC's PSA Insurance & Financial Services Experience March 2014 - Present
Job Retirement Plan Consultant at PSA Financial Inc. Fiduciary Consulting Group
Industry Financial Services
Experience
PSA Insurance & Financial Services March 2014 - Present
Wells Fargo Institutional Retirement 2002 - December 2012
State Street 2000 - 2002
Wachovia Institutional Trust 1995 - 2000
Education
Wake Forest University - Babcock Graduate School of Management 1993 — 1995
MBA, Finance
Lehigh University - College of Business and Economics 1982 — 1986
BS, Business Management
PSA Insurance & Financial Services March 2014 - Present
Wells Fargo Institutional Retirement 2002 - December 2012
State Street 2000 - 2002
Wachovia Institutional Trust 1995 - 2000
Education
Wake Forest University - Babcock Graduate School of Management 1993 — 1995
MBA, Finance
Lehigh University - College of Business and Economics 1982 — 1986
BS, Business Management
Carolyn Mendola's PSA Insurance & Financial Services Experience April 2014 - April 2015
Job Account Manager at Employee Benefit Services of Maryland Inc.
Industry Insurance
Experience
Employee Benefit Services of Maryland Inc. April 2015 - Present
PSA Insurance & Financial Services April 2014 - April 2015
Armada Employer Services January 2013 - April 2014
Silberstein Insurance Group February 2005 - March 2012
Fidelity Benefit Administrators – a United Health Care Company February 2004 - January 2005
Absolute Advantage Appraisers June 2002 - January 2004
Met-Life Auto and Home Insurance July 2000 - May 2002
Kelly & Associates Insurance Group, Inc March 1998 - April 2000
Skills
Insurance, Employee Benefits, Strategic Planning, Healthcare, Health Savings Accounts, Management, Marketing, Sales, Health Insurance, Brokers
Education
University of Baltimore
Bachelor's degree, Health Systems Management
Employee Benefit Services of Maryland Inc. April 2015 - Present
PSA Insurance & Financial Services April 2014 - April 2015
Armada Employer Services January 2013 - April 2014
Silberstein Insurance Group February 2005 - March 2012
Fidelity Benefit Administrators – a United Health Care Company February 2004 - January 2005
Absolute Advantage Appraisers June 2002 - January 2004
Met-Life Auto and Home Insurance July 2000 - May 2002
Kelly & Associates Insurance Group, Inc March 1998 - April 2000
Skills
Insurance, Employee Benefits, Strategic Planning, Healthcare, Health Savings Accounts, Management, Marketing, Sales, Health Insurance, Brokers
Education
University of Baltimore
Bachelor's degree, Health Systems Management
Patrick Coan Patrick Coan's PSA Insurance & Financial Services Experience July 2014 - August 2014
Job Financial Services Summer Advisory Intern at Ernst and Young
Industry Financial Services
Experience
EY June 2015 - Present
College of the Holy Cross September 2012 - Present
PSA Insurance & Financial Services July 2014 - August 2014
House Council January 2014 - May 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Motivation, Organizational Design
Education
College of the Holy Cross 2012 — 2016
History Major, Pre-Buisness Program, Patriot League Academic Honor Roll
Loyola Blakefield
EY June 2015 - Present
College of the Holy Cross September 2012 - Present
PSA Insurance & Financial Services July 2014 - August 2014
House Council January 2014 - May 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Motivation, Organizational Design
Education
College of the Holy Cross 2012 — 2016
History Major, Pre-Buisness Program, Patriot League Academic Honor Roll
Loyola Blakefield
Patrick Denobrega's PSA Insurance & Financial Services Experience October 2008 - Present
Job Account Executive at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services October 2008 - Present
First Horizon Insurance Services August 2006 - September 2008
Liberty Mutual Insurance Group July 2001 - August 2006
Skills
Excel, Insurance, Microsoft Office, PowerPoint, Word, Salesforce.com, Professional Liability, Employee Benefits, Risk Management, Outlook, Microsoft Excel, Commercial Insurance, Property & Casualty..., Financial Services, Business Development, Health Insurance, Microsoft Word, Management, Sales, Customer Service
Education
State University of New York College at Brockport 1998 — 2001
Bachelor of Arts (B.A.), Economics and International Business
PSA Insurance & Financial Services October 2008 - Present
First Horizon Insurance Services August 2006 - September 2008
Liberty Mutual Insurance Group July 2001 - August 2006
Skills
Excel, Insurance, Microsoft Office, PowerPoint, Word, Salesforce.com, Professional Liability, Employee Benefits, Risk Management, Outlook, Microsoft Excel, Commercial Insurance, Property & Casualty..., Financial Services, Business Development, Health Insurance, Microsoft Word, Management, Sales, Customer Service
Education
State University of New York College at Brockport 1998 — 2001
Bachelor of Arts (B.A.), Economics and International Business
Sabrina Nass Friedman's PSA Insurance & Financial Services Experience December 1996 - December 2013
Job Retired
Industry Insurance
Experience
PSA Insurance & Financial Services December 1996 - December 2013
Skills
Professional Liability, Insurance, Underwriting
Education
Ohio University 1976 — 1980
PSA Insurance & Financial Services December 1996 - December 2013
Skills
Professional Liability, Insurance, Underwriting
Education
Ohio University 1976 — 1980
Sheena Greek's PSA Insurance & Financial Services Experience January 2015 - Present
Job Client Manager at PSA Insurance & Financial Services
Industry Human Resources
Experience
PSA Insurance & Financial Services January 2015 - Present
PSA Insurance & Financial Services April 2014 - January 2015
Armada Consulting Group September 2011 - April 2014
Edy's Grand Ice Cream October 2006 - September 2011
Skills
Nielsen, Supply Chain, Training, Account Management, Employee Benefits, Process Improvement, Budgets, Benefits Administration, Coaching, Customer Service, Microsoft Office, Warehousing, SAP, Talent Management, Team Building, Recruiting, Retail, Operations Management, Oracle Applications, Continuous Improvement
Education
York College of Pennsylvania 2004 — 2006
Bachelor's, Business Management w/ a minor in Human Resource Management
Edinboro University of Pennsylvania 2002 — 2004
PSA Insurance & Financial Services January 2015 - Present
PSA Insurance & Financial Services April 2014 - January 2015
Armada Consulting Group September 2011 - April 2014
Edy's Grand Ice Cream October 2006 - September 2011
Skills
Nielsen, Supply Chain, Training, Account Management, Employee Benefits, Process Improvement, Budgets, Benefits Administration, Coaching, Customer Service, Microsoft Office, Warehousing, SAP, Talent Management, Team Building, Recruiting, Retail, Operations Management, Oracle Applications, Continuous Improvement
Education
York College of Pennsylvania 2004 — 2006
Bachelor's, Business Management w/ a minor in Human Resource Management
Edinboro University of Pennsylvania 2002 — 2004
Ken Huber's PSA Insurance & Financial Services Experience July 2007 - Present
Job Senior Vice President at PSA Financial
Industry Insurance
Experience
PSA Insurance & Financial Services July 2007 - Present
The Women's Housing Coalition 2007 - Present
RSM McGladrey Employer Services 2005 - 2007
Huber Oros & Company, LLC February 2000 - February 2005
Skills
Insurance, Employee Benefits, Affordable Care Act, Health & Welfare..., Benefit Communication, Employee Benefits Design, Health Insurance..., Benefits Administration, Benefits Analysis, Leave of Absence..., Health Insurance, High Deductible Health..., Online Enrollment, Risk Management, Mergers, Property & Casualty..., Strategic Planning, Brokers, Strategic Financial..., Mergers & Acquisitions, ERISA, Health Care Reform, Long-term Care, Executive Management, Self-funded, Disability Insurance, Health Savings Accounts
Education
Morgan State University 1982 — 1984
Masters of City & Regional Planning, City & Regional Planning
Frostburg State University 1979 — 1982
BA Magna Cum Laude, Geography/Urban Concentration
Loch Raven Senior High School 1975 — 1978
PSA Insurance & Financial Services July 2007 - Present
The Women's Housing Coalition 2007 - Present
RSM McGladrey Employer Services 2005 - 2007
Huber Oros & Company, LLC February 2000 - February 2005
Skills
Insurance, Employee Benefits, Affordable Care Act, Health & Welfare..., Benefit Communication, Employee Benefits Design, Health Insurance..., Benefits Administration, Benefits Analysis, Leave of Absence..., Health Insurance, High Deductible Health..., Online Enrollment, Risk Management, Mergers, Property & Casualty..., Strategic Planning, Brokers, Strategic Financial..., Mergers & Acquisitions, ERISA, Health Care Reform, Long-term Care, Executive Management, Self-funded, Disability Insurance, Health Savings Accounts
Education
Morgan State University 1982 — 1984
Masters of City & Regional Planning, City & Regional Planning
Frostburg State University 1979 — 1982
BA Magna Cum Laude, Geography/Urban Concentration
Loch Raven Senior High School 1975 — 1978
Steve Pomponi, CSP's PSA Insurance & Financial Services Experience April 2014 - Present
Job Senior Safety Consultant at PSA Insurance & Financial Services
Industry Management Consulting
Experience
PSA Insurance & Financial Services April 2014 - Present
Abingdon Fire Company 2000 - Present
Consulting Safety Managers of MD, Inc. September 2005 - April 2014
Serco July 2000 - July 2005
Resource Consultants Inc. (now Serco) July 2000 - August 2002
PMA Insurance Group January 1998 - July 2000
PMA Insurance Group February 1994 - January 1998
PMA Insurance Group September 1990 - February 1994
Skills
Safety Management..., Insurance, Claim, Financial Risk, Emergency Management, Risk Assessment, Risk Management, Workers Compensation, Policy, First Aid, Occupational Health, Accident Investigation, Strategic Planning, Process Improvement, Strategy, Management, Training, Ergonomics, Auditing, Budgets, Project Planning, Business Planning, Hazardous Materials, Industrial Safety, Coaching, Mergers & Acquisitions, Property & Casualty..., Leadership
Education
Indiana University of Pennsylvania 2000 — 2003
MS, Safety Engineering
Millersville University of Pennsylvania 1985 — 1989
BS, Occupational Safety and Hygiene Mgmt.
PSA Insurance & Financial Services April 2014 - Present
Abingdon Fire Company 2000 - Present
Consulting Safety Managers of MD, Inc. September 2005 - April 2014
Serco July 2000 - July 2005
Resource Consultants Inc. (now Serco) July 2000 - August 2002
PMA Insurance Group January 1998 - July 2000
PMA Insurance Group February 1994 - January 1998
PMA Insurance Group September 1990 - February 1994
Skills
Safety Management..., Insurance, Claim, Financial Risk, Emergency Management, Risk Assessment, Risk Management, Workers Compensation, Policy, First Aid, Occupational Health, Accident Investigation, Strategic Planning, Process Improvement, Strategy, Management, Training, Ergonomics, Auditing, Budgets, Project Planning, Business Planning, Hazardous Materials, Industrial Safety, Coaching, Mergers & Acquisitions, Property & Casualty..., Leadership
Education
Indiana University of Pennsylvania 2000 — 2003
MS, Safety Engineering
Millersville University of Pennsylvania 1985 — 1989
BS, Occupational Safety and Hygiene Mgmt.
Ed Paulsen's PSA Insurance & Financial Services Experience July 2007 - Present
Job Sr. Employee Benefits Consultant at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services July 2007 - Present
RSM McGladrey February 2006 - July 2007
Aon Consulting Worldwide August 1996 - February 2006
Aon Consulting 1996 - 2006
ADP Benefit Services/WTR Consulting Group 1994 - August 1996
Williams, Thacher & Rand October 1989 - 1994
EQUICOR, The Equitable/HCA Corporation 1986 - 1989
Skills
Employee Benefits, Insurance, Disability Insurance, Underwriting, Health Insurance, Healthcare, Benefits Administration, Long-term Care, Strategic Planning, Employee Wellness..., Mergers & Acquisitions, Health Savings Accounts, Health Care Reform, Life Insurance, Property & Casualty..., Workers Compensation, Brokers
Education
State University of New York at Stony Brook 1981 — 1986
BS, Applied Math & Statistics
PSA Insurance & Financial Services July 2007 - Present
RSM McGladrey February 2006 - July 2007
Aon Consulting Worldwide August 1996 - February 2006
Aon Consulting 1996 - 2006
ADP Benefit Services/WTR Consulting Group 1994 - August 1996
Williams, Thacher & Rand October 1989 - 1994
EQUICOR, The Equitable/HCA Corporation 1986 - 1989
Skills
Employee Benefits, Insurance, Disability Insurance, Underwriting, Health Insurance, Healthcare, Benefits Administration, Long-term Care, Strategic Planning, Employee Wellness..., Mergers & Acquisitions, Health Savings Accounts, Health Care Reform, Life Insurance, Property & Casualty..., Workers Compensation, Brokers
Education
State University of New York at Stony Brook 1981 — 1986
BS, Applied Math & Statistics
Liz Sieck's PSA Insurance & Financial Services Experience March 2014 - March 2015
Job Account Specialist at PSA Financial and Insurance Services
Industry Insurance
Experience
PSA Insurance & Financial Services March 2014 - March 2015
Risk Management Councill, Inc. January 2007 - March 2014
Education
University of Baltimore School of Law 1981 — 1984
juris doctorate
Towson University 1976 — 1980
Bachelor of Arts (B.A.), History
PSA Insurance & Financial Services March 2014 - March 2015
Risk Management Councill, Inc. January 2007 - March 2014
Education
University of Baltimore School of Law 1981 — 1984
juris doctorate
Towson University 1976 — 1980
Bachelor of Arts (B.A.), History
Claire Inglis Bove's PSA Insurance & Financial Services Experience April 2015 - Present
Job Senior Health & Welfare Consultant
Industry Insurance
Experience
PSA Insurance & Financial Services April 2015 - Present
Wells Fargo Insurance Services July 2010 - April 2015
RCM&D May 2009 - July 2010
Brown & Brown February 2007 - May 2009
The POMCO Group February 2006 - February 2007
Skills
Insurance, Employee Benefits, Health Insurance, Risk Management, Strategic Planning, Health Savings Accounts, Finance, Health, Analysis, Negotiation, Underwriting, Benefits Administration, Healthcare, Account Management, Business Development, Disability Insurance, Life Insurance, Dental Insurance, Flexible Spending..., COBRA, HIPAA, ERISA, Financial Analysis, Vendor Management, Pharmacy Benefit..., Brokers
Education
Alfred State College - SUNY College of Technology
BS, Financial Services
PSA Insurance & Financial Services April 2015 - Present
Wells Fargo Insurance Services July 2010 - April 2015
RCM&D May 2009 - July 2010
Brown & Brown February 2007 - May 2009
The POMCO Group February 2006 - February 2007
Skills
Insurance, Employee Benefits, Health Insurance, Risk Management, Strategic Planning, Health Savings Accounts, Finance, Health, Analysis, Negotiation, Underwriting, Benefits Administration, Healthcare, Account Management, Business Development, Disability Insurance, Life Insurance, Dental Insurance, Flexible Spending..., COBRA, HIPAA, ERISA, Financial Analysis, Vendor Management, Pharmacy Benefit..., Brokers
Education
Alfred State College - SUNY College of Technology
BS, Financial Services
Steve Bourg's PSA Insurance & Financial Services Experience 2001 - Present
Job VP, Sr. Consultant, CBIZ Benefits & Ins. Svcs.
Industry Financial Services
Experience
PSA Insurance & Financial Services 2001 - Present
PSA Insurance Services 2001 - Present
PSA Financial April 2001 - November 2011
Aon Consulting July 1988 - April 2001
Skills
Pension Actuary
Education
Occidental College 1976 — 1979
B.A., Mathematics
Occidental College 1975 — 1979
B.A., Mathematics
PSA Insurance & Financial Services 2001 - Present
PSA Insurance Services 2001 - Present
PSA Financial April 2001 - November 2011
Aon Consulting July 1988 - April 2001
Skills
Pension Actuary
Education
Occidental College 1976 — 1979
B.A., Mathematics
Occidental College 1975 — 1979
B.A., Mathematics
Stephanie Truant's PSA Insurance & Financial Services Experience June 2013 - Present
Job Commercial Lines Account Manager at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services June 2013 - Present
PSA Insurance & Financial Services July 2010 - June 2013
New York and Company November 2007 - July 2010
Cairnes Tapley Insurance Agency May 2008 - August 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, Marketing, Employment Practices..., D&O, Customer Service, Advertising, Social Media, Account Management, Outlook, Casualty, New Business Development, Umbrella Insurance, Legal Liability
Education
Towson University 2004 — 2008
Business Administration, Marketing
The John Carroll School 2000 — 2004
High School
PSA Insurance & Financial Services June 2013 - Present
PSA Insurance & Financial Services July 2010 - June 2013
New York and Company November 2007 - July 2010
Cairnes Tapley Insurance Agency May 2008 - August 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, Marketing, Employment Practices..., D&O, Customer Service, Advertising, Social Media, Account Management, Outlook, Casualty, New Business Development, Umbrella Insurance, Legal Liability
Education
Towson University 2004 — 2008
Business Administration, Marketing
The John Carroll School 2000 — 2004
High School
D. Michael Enfield's PSA Insurance & Financial Services Experience October 2012 - Present
Job Senior Vice President
Industry Insurance
Experience
PSA Insurance & Financial Services October 2012 - Present
Edgewood Partners Insurance Center August 2009 - September 2012
METRO/RISK, Inc. March 1992 - August 2009
Frank B. Hall & Co. of Northern California February 1989 - February 1992
Marsh & McLennan Companies, Inc. November 1967 - February 1989
Skills
D&O
Education
University of San Francisco 1963 — 1967
Political Science and Government
PSA Insurance & Financial Services October 2012 - Present
Edgewood Partners Insurance Center August 2009 - September 2012
METRO/RISK, Inc. March 1992 - August 2009
Frank B. Hall & Co. of Northern California February 1989 - February 1992
Marsh & McLennan Companies, Inc. November 1967 - February 1989
Skills
D&O
Education
University of San Francisco 1963 — 1967
Political Science and Government
Victor Traub's PSA Insurance & Financial Services Experience December 2014 - Present
Job Senior Retirement Plan Consultant at PSA Insurance & Financial Services
Industry Financial Services
Experience
PSA Insurance & Financial Services December 2014 - Present
Coastal Pension Services, Inc. August 2007 - November 2014
Skills
Retirement Plan...
Education
Thiel College 1970 — 1974
Loyola College in Maryland
PSA Insurance & Financial Services December 2014 - Present
Coastal Pension Services, Inc. August 2007 - November 2014
Skills
Retirement Plan...
Education
Thiel College 1970 — 1974
Loyola College in Maryland
Craig Morsberger's PSA Insurance & Financial Services Experience November 2012 - Present
Job Professional Liability Supervisor at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services November 2012 - Present
Medical Mutual Liability Insurance Society of Maryland August 2008 - November 2012
Gold's Gym September 2005 - March 2008
Skills
Insurance, Professional Liability, Legal Liability, Casualty, Underwriting, General Insurance, Customer Service, Risk Management, Directors & Officers..., Excess, Medical Malpractice, Fiduciary, Errors & Omissions, Product Liability, Excess & Surplus Lines, E&O
Education
McDaniel College 2001 — 2005
Bachelor's degree, Exercise Science & Physical Education
Westminster Senior High School 1997 — 2001
PSA Insurance & Financial Services November 2012 - Present
Medical Mutual Liability Insurance Society of Maryland August 2008 - November 2012
Gold's Gym September 2005 - March 2008
Skills
Insurance, Professional Liability, Legal Liability, Casualty, Underwriting, General Insurance, Customer Service, Risk Management, Directors & Officers..., Excess, Medical Malpractice, Fiduciary, Errors & Omissions, Product Liability, Excess & Surplus Lines, E&O
Education
McDaniel College 2001 — 2005
Bachelor's degree, Exercise Science & Physical Education
Westminster Senior High School 1997 — 2001
Michael Friia's PSA Insurance & Financial Services Experience October 2009 - Present
Job Senior Client Manager at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services October 2009 - Present
RCM&D October 2002 - May 2009
Skills
Professional Liability, Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Legal Liability, Casualty Insurance, Liability, Workers Compensation, Brokers
Education
Mount Saint Mary's College 1981 — 1985
Bachelor of Science (BS), Business Administration, Management and Operations
PSA Insurance & Financial Services October 2009 - Present
RCM&D October 2002 - May 2009
Skills
Professional Liability, Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Legal Liability, Casualty Insurance, Liability, Workers Compensation, Brokers
Education
Mount Saint Mary's College 1981 — 1985
Bachelor of Science (BS), Business Administration, Management and Operations
Craig Routson's PSA Insurance & Financial Services Experience November 2011 - Present
Job SVP & Team Leader, PSA Risk Solutions Group at PSA Insurance & Financial Services
Industry Insurance
Experience
PSA Insurance & Financial Services November 2011 - Present
Edgewood Partners Insurance Center, Baltimore August 2009 - November 2011
Metro/Risk, Baltimore April 1994 - August 2009
Skills
Liability, Financial Risk, Property & Casualty..., Commercial Insurance, Casualty, 401k, D&O, Health Insurance, Business Planning, Employment Practices..., Professional Liability, Underwriting, Insurance, Risk Management, Captives, Management, Public Speaking, New Business Development, Marketing, Legal Liability, Brokers, Workers Compensation
Education
American University
Bacelor of Science, Business, Marketing
University of Baltimore
Juris Doctor, Law
PSA Insurance & Financial Services November 2011 - Present
Edgewood Partners Insurance Center, Baltimore August 2009 - November 2011
Metro/Risk, Baltimore April 1994 - August 2009
Skills
Liability, Financial Risk, Property & Casualty..., Commercial Insurance, Casualty, 401k, D&O, Health Insurance, Business Planning, Employment Practices..., Professional Liability, Underwriting, Insurance, Risk Management, Captives, Management, Public Speaking, New Business Development, Marketing, Legal Liability, Brokers, Workers Compensation
Education
American University
Bacelor of Science, Business, Marketing
University of Baltimore
Juris Doctor, Law
Bill Kokie's PSA Insurance & Financial Services Experience June 1995 - June 2008
Job Regristered Reprenstative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2010 - Present
Thrivent Financial for Lutherans June 2006 - June 2010
PSA Insurance & Financial Services June 1995 - June 2008
Skills
Microsoft Word, Investments, Financial Services, Retirement Planning
Education
Princeton Theological Seminary 1967 — 1970
Masters of Divinity, Religion/Religious Studies
Davis and Elkins College 1963 — 1967
B.A., Relligion & Philosophy
New York Life Insurance Company June 2010 - Present
Thrivent Financial for Lutherans June 2006 - June 2010
PSA Insurance & Financial Services June 1995 - June 2008
Skills
Microsoft Word, Investments, Financial Services, Retirement Planning
Education
Princeton Theological Seminary 1967 — 1970
Masters of Divinity, Religion/Religious Studies
Davis and Elkins College 1963 — 1967
B.A., Relligion & Philosophy
Andrea Hooper's PSA Insurance & Financial Services Experience December 2014 - Present
Job Personal Lines Account Executive at PSA Insurance
Industry Insurance
Experience
PSA Insurance & Financial Services December 2014 - Present
Karl J Mattheiss Insurance Agency March 1993 - November 2014
Skills
Specializing in...
Education
Roanoke College 1988 — 1992
Bachelor of Arts (B.A.), History
Fallston High School 1984 — 1988
High School Diploma
PSA Insurance & Financial Services December 2014 - Present
Karl J Mattheiss Insurance Agency March 1993 - November 2014
Skills
Specializing in...
Education
Roanoke College 1988 — 1992
Bachelor of Arts (B.A.), History
Fallston High School 1984 — 1988
High School Diploma
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO