Roundstone Company
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Roundstone Employees
Roundstone June 2013 - Present
Nationwide Insurance December 2008 - May 2013
CTPartners February 2007 - November 2008
MetLife Insurance Company July 2005 - February 2007
MetLife Insurance Company March 2003 - June 2005
Prudential Insurance Company July 2000 - February 2003
MetLife Insurance Company September 1991 - February 2000
Skills
Sales Management, Employee Benefits, Worksite Marketing, Insurance, Strategic Planning, Product Marketing, E-business, E-commerce, Vendor Management, Marketing, Negotiation, Fixed Annuities, Retirement, Sales, Leadership, Account Management, Property & Casualty..., Business Development, Start-ups, New Business Development, Management, CRM, Underwriting, Program Management, Sales Operations, Disability Insurance, Enterprise Software, Brokers, Claim, Team Leadership, Professional Services
Education
John Carroll University 1987 — 1991
B.S., Economics
Medical Captive Underwriters January 2015 - Present
Abacos Insurance Solutions LLC July 2014 - Present
Roundstone January 2006 - November 2014
Transwestern Commercial Services November 1999 - January 2008
Insignia/ESG 1994 - 1999
NationsBank January 1992 - November 1995
Federal Deposit Insurance Corporation August 1990 - 1992
National Bank of Washington August 1987 - August 1990
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
Bachelor’s Degree, Finance and Accounting
Tampa Jesuit 1979 — 1983
Dawson Companies February 2015 - Present
Dawson Companies November 2013 - February 2015
United Church of Christ Insurance Board April 2013 - November 2013
American Safety Insurance February 2008 - April 2013
Roundstone June 2006 - February 2008
The SpyGlass Group, LLC. February 2005 - February 2006
Skills
Property & Casualty..., Underwriting, Insurance, Professional Liability, Liability, General Insurance, Claim, Brokers, Claims Management, Commercial Insurance, Casualty, Long-term Care, Property Damage, Accident, Commercial Lines, Umbrella Insurance, Workers Compensation, Inland Marine, Excess, Employment Practices..., Reinsurance
Education
Cleveland State University 2009 — 2011
Avon Lake High School 1998 — 2002
Roundstone December 2014 - Present
Roundstone March 2012 - December 2014
Skills
Litigation Management, Captives, Insurance, Reinsurance, Insurance Law, Corporate Governance, Health Law, Corporate Law
Education
The Ohio State University Moritz College of Law 2003 — 2006
Doctor of Law (J.D.)
Rhodes College 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Economics
Roundstone May 2005 - Present
National Interstate Insurance Company February 2002 - May 2005
Dawson Managers March 1996 - January 2002
Ulmer & Berne LLP August 1990 - June 1994
Skills
Insurance, Captives, Specialty Insurance, Program Business, Reinsurance, Workers Compensation, Property & Casualty..., Underwriting, Legal Liability, Liability, Claim, Litigation Management, Commercial Insurance, Professional Liability, Casualty, Claims Management, Risk Management, Excess, Product Liability
Education
The Ohio State University Moritz College of Law 1987 — 1990
JD
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM
Rocky River High School 1980 — 1983
Hendrix Health Solutions March 2013 - Present
Roundstone June 2014 - December 2014
Aetna Health Plans June 2005 - April 2013
Aetna 2001 - June 2005
United Dental Care September 1998 - August 2001
UnitedHealth Group September 1995 - August 1998
Skills
Strategic Leadership, Strategy, Health Insurance, Managed Care, Leadership, Employee Benefits, Management, Health Policy, HMO, Business Development, Brokers, Underwriting, Strategic Planning, Marketing Strategy, Cross-functional Team..., PPO, Executive Management, Provider Relations, Health Care Reform, P&L Management, Claims Management, Insurance, Account Management, Medicare, Health Savings Accounts, Sales, Disability Insurance, Network Development, Healthcare, Customer Retention, COBRA
Education
Baldwin Wallace University 2013 — 2015
Candidate - Masters in Business Administration, Health Care
Whitman College 1981 — 1985
BA
Mt. Whitney High School 1977 — 1981
High School Diploma
Roundstone February 2015 - Present
Roundstone - Regional Sales Manager February 2015 - Present
Roundstone February 2015 - Present
Over 30 years working with self-funded clients - last 4 years working with captive medical plans. September 1980 - Present
Roundstone February 2015 - Present
Strategic Employee Benefit Services of Pittsburgh November 2013 - January 2015
Nationwide,AIG,Hartford Life, Mutual of Omaha, Canada Life September 1980 - October 2013
Skills
Employee Benefits, Insurance, Sales, Health Insurance, Disability Insurance, Brokers, Life Insurance, Marketing, Term Life Insurance, Underwriting, Fixed Annuities, General Insurance, Long-term Care, Workers Compensation, Claim, Captive Medical Plans, Self-Funded Medical..., Public Speaking, Captives
Education
Indiana University of Pennsylvania 1979 — 1981
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Shaler
Innovative Captive Strategies July 2012 - Present
Strategic Risk Solutions 2008 - July 2012
Roundstone 2006 - 2008
Consolidated Planning, Inc. 2005 - 2006
Skills
Captives, Insurance, Professional Liability, Workers Compensation, Underwriting, Employee Benefits
Education
The College of William and Mary - The Mason School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Furman University 1993 — 1997
Bachelor of Arts (B.A.), History
Porter Gaud 1983 — 1993
Roundstone January 2015 - Present
Walter Haverfield LLP November 2006 - January 2015
Weltman, Weinberg & Reis LPA September 2004 - 2006
Skills
Real Estate, Civil Litigation, Arbitration, Employment Law, Legal Research, Litigation, Appeals
Education
Cleveland Marshall College of Law, Cleveland State University 2000 — 2003
Juris Doctor (J.D.)
Bowling Green State University 1995 — 1999
Bachelor of Arts (B.A.), Pre-Law
HealthSpan Ohio August 2015 - Present
St. Theodosius 2009 - Present
Roundstone December 2011 - 2015
Levis. Nolan and Company January 2009 - April 2012
FC, a Non Profit April 2010 - December 2011
Muscular Dystrophy Association May 2009 - April 2010
US Department of State February 2007 - November 2008
USIS February 2004 - November 2006
Steamship William G. Mather Museum 1999 - 2003
Education
H & R Block 2009 — 2009
Certificate, Tax Prep
Kent State University 1998 — 2003
Bachelor of Arts (B.A.)
Elyria Catholic 1994 — 1998
Roundstone December 2013 - June 2015
Century Healthcare, LLC 2008 - January 2013
Vested Health April 2005 - April 2007
Gardner & White 2003 - 2005
Cariten Healthcare September 1997 - April 2003
Fortis Benefits 1989 - 1996
Life of Georgia 1984 - 1989
Life of Virginia 1976 - 1983
Skills
Managed Care, Employee Benefits, Insurance, Health Insurance, Sales, Management, Term Life Insurance, Disability Insurance, Health Savings Accounts, Risk Management, Program Management, Retirement, Universal Life, Captives, Underwriting, Self-funded, Healthcare, Life Insurance, Long-term Care, Brokers, 401k, Benefits Administration, Legal Liability, Sales Operations, Dentistry, Medicare, Commercial Insurance, Property & Casualty..., Reinsurance, Fixed Annuities, New Business Development, Claim, Workers Compensation, Strategic Planning, HRA, Hospitals, Group Insurance, Recruiting, Account Management
Education
Shepherd University 1969 — 1973
BS Business Administration, Business
Roundstone August 2015 - Present
Cardinal Health May 2013 - August 2015
Cardinal Health March 2013 - May 2013
MCR, Inc January 2011 - March 2013
PKXL Cards, Inc May 2009 - January 2011
Aldo Group May 2008 - April 2009
Abercrombie & Fitch August 2007 - June 2008
Skills
Social Media, Retail, Marketing Communications, Event Planning, Customer Service, Social Networking, Project Management, Public Relations
Education
Lake Erie College 2003 — 2007
Bachelor of Arts (B.A.), Marketing & Communications
Roundstone October 2014 - Present
Skills
Insurance, Underwriting, Sales, Financial Analysis, Risk Management, Professional Liability, Contract Negotiation, Microsoft Excel, Excel, Customer Relations, Captives, Medical Stop Loss, 831 B Captives, New Business Development, Commercial Insurance, Property & Casualty..., Customer Service, Leadership, Liability, Workers Compensation, Management, Business Development
Education
Cleveland State University 1998 — 2002
Marketing, Finance, Accounting, Economics, International Marketing
St. Ignatius High School 1994 — 1998
Retired and enjoying Life. May 2015 - Present
Roundstone January 2014 - May 2015
Saint Mary's Health Plans August 2009 - February 2013
LifeWise Health Plan of Arizona August 2003 - June 2009
Schaefer-Smith-Ankeney 2000 - 2003
Skills
Health Policy, Health Insurance, Employee Benefits, HMO, Insurance, Customer Service, Brokers, Budgets, PPO, Healthcare Industry, Life Insurance, Underwriting, Health Savings Accounts, Disability Insurance, Medicare
Education
University of Phoenix 2004 — 2006
MBA, Business
California State University-Long Beach - College of Business Administration
Bachelor of Science, Business Management
Roundstone May 2013 - Present
CDW April 2011 - April 2013
Merrill Lynch June 2009 - September 2009
H and I Advisors June 2008 - September 2008
Skills
Strategic Planning, Marketing Strategy, Microsoft Excel, Microsoft Office, Customer Service, Management, Sales Process
Education
The Ohio State University 2008 — 2012
BA, Economics
Saint Edward High School 2004 — 2008