SeniorQuote Insurance Services
Address: 3028 Fifth Ave, San Diego, CA 92103 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (858) 759-7310 Appointments: seniorquote.com: : : : Website: Place name: : : Category: Website: http://www.seniorquote.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Seniorquote Insurance Services, Inc. Posting publicly on the Web Write a review Reviews"Signing up for Medicare is a milestone experience." "Jason really is a credit to his profession." "I have had two gentlemen from this company and both were wonderful." View all Google reviews Latest PostsPosts from Seniorquote Insurance Services, Inc. View previous posts on Google
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SeniorQuote Insurance Services Employees
SeniorQuote Insurance Services October 2014 - Present
Arizona Wildcats Hockey October 2013 - February 2014
The University of Arizona August 2012 - December 2012
Smart and Final July 2012 - August 2012
Skills
Spanish, Marketing, Research, Public Speaking, PowerPoint, Social Media, Event Planning, Microsoft Word, Microsoft Excel, Editing
Education
University of Arizona 2010 — 2014
Global Studies, Political Science and Government, Graduate
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2013 — 2013
Latin American Studies
SeniorQuote Insurance Services Accounting ManagerTaylorMade-adidas Golf2011 - 2014
TaylorMade-adidas Golf 2009 - 2011
Ashworth, Inc., acquired by Taylor Made adidas Golf 2006 - 2009
Ashworth, Inc. 2002 - 2006
Signet Armorlite, Inc. 1998 - 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, General Ledger, Accounting, Variance Analysis, US GAAP, Journal Entries, Account Reconciliation, Internal Controls, Financial Accounting, Cash Flow, IFRS, Financial Statements, SEC filings, Sarbanes-Oxley, CPA, Financial Analysis, SEC Filings
Education
Metropolitan State University of Denver
Bachelor of Science (BS), Accounting
SeniorQuote Insurance Services March 2014 - Present
Papa Jordan's International School February 2010 - December 2011
Coastal Wine Company August 2006 - December 2006
Skills
Customer Service, Web Design, E-commerce, Sales, Public Speaking, Marketing, Social Media Marketing, Training, Advertising, Email Marketing, Social Media, Account Management, Recruiting, Marketing Strategy, Salesforce.com, Salesforce.com..., Salesforce.com..., Salesforce Training
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science, Business Marketing
SeniorQuote Insurance Services March 2015 - May 2015
McGladrey October 2014 - December 2014
Global Equity Finance NMLS ID #13116 June 2014 - October 2014
Locbit January 2013 - April 2013
University Readers September 2012 - April 2013
UPS June 2010 - September 2011
Skills
Logistics, Customer Service, Team Leadership, PowerPoint, Microsoft Office, Strategic Planning, Data Analysis, Time Management, Social Media, Teamwork, Team Building, Microsoft Excel, Leadership, Microsoft Word, Marketing, Budgets, Public Speaking
Education
University of California, San Diego 2011 — 2014
Bachelor of Science (BS), Management Science
Cerritos College 2007 — 2011
Tech Coast Angels November 2004 - Present
SeniorQuote Insurance Services October 2013 - Present
IntraStage January 2010 - January 2013
New York Life Insurance Company January 2005 - December 2007
H20 Audio February 2006 - March 2007
Jenny Craig International June 2003 - June 2004
Liberty Mutual Insurance June 2002 - June 2003
Be Free January 1998 - December 2001
Avid Technology January 1997 - December 1997
Staples February 1993 - January 1997
Skills
Angel Investing, Due Diligence, Entrepreneurship, Mergers, Start-ups, Venture Capital, Business Planning, Strategic Partnerships, Management Consulting, Enterprise Software, Strategy, Mergers & Acquisitions, Executive Management, Private Equity, Business Strategy, Management, Strategic Planning, Business Development, Corporate Development
Education
Haverford College 1965 — 1969
BS, Mathematics
University of Utah 1974 — 1977
MBA
SeniorQuote Insurance Services January 2014 - May 2015
Matrix Direct November 2008 - May 2013
College Loan Corporation April 2003 - March 2008
Skills
Account Management, Customer Service, Call Center, Selling, Sales, Client Rapport, Creative Problem Solving, Cold Calling, Insurance, Underwriting, Life Insurance, Call Centers, Customer Retention, Health Insurance, Salesforce.com, Customer Satisfaction, Direct Sales, Term Life Insurance, Sales Presentations, Loans
Education
Penn State University 1990 — 1993
BA, sociology
North Carolina State University 1985 — 1988
computer science
SeniorQuote Insurance Services June 2014 - Present
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) December 2012 - June 2014
Garden Fresh Restaurant Corp. May 2008 - December 2012
Booz Allen Hamilton July 2005 - May 2008
PETCO Animal Supplies, Inc. August 2002 - July 2005
Target June 2001 - August 2001
Internet Strategy 1998 - 2000
Action Systems, Inc. 1994 - 1998
Skills
Strategic Planning, Budgets, Leadership, Project Management, Team Leadership, Customer Service, Income Statement, Financial Analysis, Program Management, Team Building, Business Analysis, Management, Financial Modeling, Microsoft Office, Forecasting, Operations Management, Analysis, Start-ups, Hospitality, Vendor Management, Training, Business Development, Strategy, Marketing Strategy, Cross-functional Team..., Contract Negotiation, Data Analysis, P&L, Business Planning, Competitive Analysis, Mergers & Acquisitions, Business Strategy, Executive Management
Education
Washington University in St. Louis 2000 — 2002
MBA, Finance
Washington University in St. Louis - Olin Business School 2000 — 2002
Masters, Business
University of Maryland College Park 1992 — 1997
Bachelor of Arts (B.A.), Economics
HealthMarkets July 2015 - Present
Life Health and Disability Insurance agent May 2013 - Present
SeniorQuote Insurance Services September 2013 - June 2015
LEAP Auto Loans November 2011 - June 2012
HSBC June 2008 - March 2011
Skills
Process Consulting, Project Portfolio..., Customer Negotiations, Negotiation, Team Leadership, Risk Management, Vendor Management, Customer Service, Management, Banking, Portfolio Management, Credit, Process Improvement, Financial Analysis, Credit Cards, Call Centers, Insurance, Sales
Education
Mike Russ Insurance 2013 — 2014
CA License
Brown College 1998 — 2000
Associates, Visual Communications
Capital Partners Services April 2015 - Present
NTN Buzztime September 2014 - March 2015
SeniorQuote Insurance Services June 2014 - September 2014
prAna Living March 2012 - March 2014
Robbins Geller Rudman & Dowd LLP November 2011 - February 2012
The San Diego Foundation June 2010 - August 2010
The Crosby National Golf Club August 2006 - June 2008
Del Mar Flower Company May 2006 - July 2006
Skills
Microsoft Excel, Account Reconciliation, Accounting, Auditing, Accounts Receivable, Budgets, Analysis, Journal Entries, Financial Accounting, Fixed Assets, Bank Reconciliation, Financial Statements, Data Entry, Microsoft Office, PowerPoint, Spreadsheets, Microsoft Word, Outlook, Financial Analysis, Business Analysis, Data Analysis, Research, Accounts Payable, Financial Reporting, Inventory, Inventory Analysis, General Ledger
Education
Boston University 2007 — 2011
BSBA, Dual Concentration in Finance and Accounting
Fresenius Health Partners August 2015 - Present
SeniorQuote Insurance Services September 2013 - May 2015
American Fidelity Educational Services July 2009 - March 2012
Banc of America Investments July 2006 - July 2009
Northwestern Mutual January 2005 - September 2005
Skills
Insurance, Disability Insurance
Education
California State University, Fresno 1999 — 2005
BS, Finance
SeniorQuote Insurance Services May 2014 - May 2015
Santa Barbara Tax Products Group January 2014 - March 2014
Savvis CenturyLink Technology Solutions March 2012 - March 2013
Mitchell1 January 2006 - January 2012
Newgen Results Corporation July 2002 - November 2005
Pulse Metric, Inc. August 1999 - July 2002
Memec, Inc. August 1992 - November 1999
Skills
Customer Service, Cloud Computing, Salesforce.com, Automotive, Sales, Microsoft Excel, Product Development, Recruiting, Cold Calling, Sales Process, Sales Operations, Microsoft Office, Management, CRM, Direct Sales
Education
Advanced Training Associates, Inc. 2012 — 2014
Associate’s Degree, Information Systems Technology, Grade Point Average 3.2
San Diego Mesa College 1991 — 1992
Certificate of Completion, Math for Technicians. (Excelerated Calculus, Trig), 3.0
Urban League of San Diego 1989 — 1989
Certificate of Completion, Micro Computer Repair, 4.0 Grade Point Average