Shields, Harper & Co.
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Shields, Harper & Co. Employees
We Care- Services for Children (Healthcare Non Profit) 2012 - Present
FEI San Francisco Chapter (Non Profit) 2008 - Present
InnVision Shelter Network October 2014 - 2015
Shields, Harper & Co. April 2013 - August 2014
CA Health Benefit Exchange-now named Covered California (Non Profit) 2012 - 2012
AAA NCNU, Consumer Products and Insurance Exchange (Non Profit) 2008 - 2010
Wells Fargo/ABD, P&C/Health & Technology 2006 - 2007
CBIZ 2002 - 2006
Aon Corporation, Insurance & Healthcare 1999 - 2001
CNA/Continental PC/Healthcare Insurance January 1995 - September 1998
Skills
Strategy, Leadership, Mergers & Acquisitions, Forecasting, Strategic Planning, Start-ups, Finance, Financial Analysis, Training, Cross-functional Team..., Business Planning, Auditing, Insurance, New Business Development, Management, Risk Management, Managerial Finance, Due Diligence, Business Development, Strategic Financial..., Budgets, Employee Benefits, Financial Reporting, Executive Management, Valuation, Underwriting, Performance Management, Financial Modeling, Accounting, Analytics, Acquisition Integration, Coaching, Business Process..., Mergers, Process Improvement
Education
UC Berkeley Haas School of Business 2010 — 2010
California State University-Chico
Golden Gate University
MBA, Finance
Shields, Harper & Co. November 2013 - Present
The Buck Institute September 2012 - August 2013
Cardno ENTRIX March 2011 - August 2012
Micromenders May 2007 - March 2011
Bank of the West September 2006 - May 2007
County of Marin Health and Human Services July 2005 - January 2006
Amy's Kitchen February 2005 - June 2005
North Coast Industries May 2002 - November 2004
Manning Selvage and Lee May 2000 - March 2002
Skills
Help Desk Support, SharePoint, Active Directory, Citrix, Windows Server, SQL, Microsoft Exchange, Access, Windows 7, Troubleshooting, DHCP, Microsoft SQL Server, DNS, Databases, Software Documentation, Systems Analysis, System Administration, Laptops, OS X, XP, Operating Systems, Networking, Technical Support, VPN, Disaster Recovery, Servers, System Deployment, Firewalls, Hardware, Information Technology, Software Installation, Printers, Windows
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts, Development Studies
Diablo Valley College 1987 — 1991
Transfer Units, Liberal Arts
Effortless Office November 2014 - Present
Network Services Corp September 2011 - Present
Cbeyond September 2013 - November 2014
Shields, Harper & Co. September 2006 - July 2011
PAETEC 2003 - 2006
Focal Comm/Broadwing 2001 - 2003
US Voice 1993 - 1996
Centex Telemanagement 1989 - 1991
Skills
Senior Sales Leadership, Project Management, Customer Relations, Customer Service, Solution Selling, Direct Sales, Sales Management, Cloud Computing, Vendor Management, Sales Process, Business Development, Sales, Sales Operations, Telecommunications, Wireless, Product Management, New Business Development, Contract Negotiation, Networking, MPLS, VoIP
Education
University of Colorado at Boulder 1984 — 1988
Bachelor of Science, Finance & Marketing, 3.6 GPA
Shields, Harper & Co. May 1994 - Present
Skills
Purchasing, Construction, Strategic Planning, Sales, Negotiation, Microsoft Excel, Operations Management, Microsoft Office, Petroleum, Budgets, Marketing, Procurement, Sales Management, Management
Education
City College of San Francisco
San Francisco City College
Eagle Environmental Construction February 2011 - January 2015
Shields, Harper & Co. December 2001 - October 2009
ePersonal-Shopper, Inc. September 1999 - September 2001
Prim-Bepk Telecomm/GTE Wireless July 1994 - July 1999
Skills
Benefits Administration, OneNote, Advertising, CPOE, Customer Service, Policy, Administration, Access, Employee Relations, Employee Training, Event Management, Forecasting, Event Planning, Fundraising, Hiring, Inventory Control, Inventory Management, Management, Marketing Strategy, Microsoft Office, Microsoft Word, Marketing, Nonprofits, Operations Management, Outlook, Payroll, PowerPoint, Process Scheduler, Project Management, Start-ups, Strategic Planning, Time Management, Public Speaking, Public Relations, Project Planning, Leadership, Interviews, Creative Direction, Coaching, Budgets
Education
National University 1987 — 1989
Masters, Education
Columbia School of Broadcast 1985 — 1987
Technical, Radio/Television Announcing
Saint Mary's College of California 1981 — 1983
Bachelor of Arts, Broadcast/Communications
University of California, Los Angeles 1979 — 1981
Bachelor, Communications
Holy Names High 1975 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program, 9-12
Dawson Oil company August 2015 - Present
Shields, Harper & Co. January 2009 - September 2015
SureWest Communications March 2007 - January 2009
Skills
Customer Service..., Relationship Management, Sales, Inside Sales, Parts Ordering, Petroleum, Petroleum Products, Petroleum Systems, Oil & Gas Industry, Consulting, Project Management, Project Coordination, Handle Multiple..., Handle Multiple Projects, Relationship Building, Long-term Customer..., Vendor Relationship..., Relationship Development, Budgets, Price Quotes, Project Bidding, Bid Preparation, Project Delivery, Distribution, Private Sector, Public Sector, HAZWOPER, Contract Negotiation, CRM
Education
Sierra College 2003 — 2006
Associate's degree, Forest Management/Forest Resources Management
Shields, Harper & Co. March 2007 - Present
Restoration Hardware November 2005 - March 2007
Private Eyes, Inc. October 2003 - November 2005
Private Resource Screening, Inc. (First Advantage) February 2003 - October 2003
Skills
Microsoft Excel, Software Documentation, Management, Accounts Payable, Customer Service, Vendor Management, Vendor Relationships, Manage Client..., Account Reconciliation, Bank Reconciliation, Streamlining Operations, Key Account Management, Background Checks, 1099 Preparation, Expense Reports, Fixed Asset Depreciation, Fixed Asset Management, CRM, Account Management, Accounting, Budgets, Sales
Education
California State University-Sacramento 1997 — 1999
Bachelor of Science, Criminal Justice
Shields, Harper & Co. February 2015 - Present
Armanino LLP October 2010 - February 2015
HumanWare September 2003 - April 2009
Skills
Business Process, Microsoft Dynamics, Business Intelligence, Microsoft CRM, Professional Services, ERP
Education
University of California, Berkeley 1996 — 2000
Shields, Harper & Co. May 1990 - Present
Shields, Harper & Co. May 1990 - Present
Skills
Customer Service, Negotiation, Microsoft Word, Purchasing, Sales Management, Operations Management, Budgets, Strategic Planning, Microsoft Excel, Forecasting, Sales, Inventory Management
Education
Cal State Hayward 1983 — 1985
BS, Business, Industrial Relations
Shields, Harper & Co. March 1998 - Present
Skills
Inventory Control, Operations Management, Forecasting, Inventory Management, Negotiation, Purchasing, Procurement
Education
Fresno City College
Fire Science/Fire-fighting
Fresno High School