Shorepoint Insurance Services
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Shorepoint Insurance Services Employees
Employee
Years
Job
Industry
Ray Markley Ray Markley's Shorepoint Insurance Services Experience September 1986 - Present
Job President at Shorepoint Insurance Services
Industry Insurance
Experience
Shorepoint Insurance Services September 1986 - Present
Hydril Company April 1986 - September 1986
Petrolane Corporation September 1983 - April 1986
Crowley Maritime Corporation May 1981 - August 1983
ITS a GAB Company April 1977 - May 1981
Skills
Insurance, Import, Negotiation, Transportation, Logistics, Risk Management, Freight, Shipping, Property
Education
California State University-Long Beach 1972 — 1977
B.A., History, Business
Shorepoint Insurance Services September 1986 - Present
Hydril Company April 1986 - September 1986
Petrolane Corporation September 1983 - April 1986
Crowley Maritime Corporation May 1981 - August 1983
ITS a GAB Company April 1977 - May 1981
Skills
Insurance, Import, Negotiation, Transportation, Logistics, Risk Management, Freight, Shipping, Property
Education
California State University-Long Beach 1972 — 1977
B.A., History, Business
Shah Mashayekh Shah Mashayekh's Shorepoint Insurance Services Experience July 2013 - Present
Job Employee Benefits Specialist
Industry Financial Services
Experience
Shorepoint Insurance Services July 2013 - Present
Northwestern Mutual Financial Network March 2006 - July 2013
NeoMedix2005 - 2006 2005 - 2006
Skills
Employee Benefits, Fixed Annuities, Life Insurance, Health Savings Accounts, Disability Insurance, Whole Life, IRAs, Financial Analysis, Microsoft Office, COBRA, Retirement, Insurance, Medicare Part D, Medicare, Long-term Care, Retirement Planning, Health Insurance, 401k, Term Life Insurance, Coaching, Training & Development, Cost Reduction, Investment Properties, Employee Wellness, Wealth Accumulation, Investments, Long Term Care Insurance, Open Enrollment, New Hire Orientations, Asset Allocation, Asset Protection, Medicare Supplements, Stock Market, Options Strategies, Consumer Electronics, Apple Software, Quicken, Payroll, Wellness Programs, Diversification, Personal Planning, Farsi, Section 125 Plans, Workers Compensation, Financial Planners, Strategic Financial..., Finance, Property & Casualty..., Property Management, Financial Planning
Education
California University of Management and Sciences 2014 — 2015
Master of Business Administration (M.B.A.)
California State University-Los Angeles 2006 — 2009
Bachelor of Science (B.S.), Business Administration; Finance, Economics
Villa Park High School 2002 — 2006
Diploma
Shorepoint Insurance Services July 2013 - Present
Northwestern Mutual Financial Network March 2006 - July 2013
NeoMedix2005 - 2006 2005 - 2006
Skills
Employee Benefits, Fixed Annuities, Life Insurance, Health Savings Accounts, Disability Insurance, Whole Life, IRAs, Financial Analysis, Microsoft Office, COBRA, Retirement, Insurance, Medicare Part D, Medicare, Long-term Care, Retirement Planning, Health Insurance, 401k, Term Life Insurance, Coaching, Training & Development, Cost Reduction, Investment Properties, Employee Wellness, Wealth Accumulation, Investments, Long Term Care Insurance, Open Enrollment, New Hire Orientations, Asset Allocation, Asset Protection, Medicare Supplements, Stock Market, Options Strategies, Consumer Electronics, Apple Software, Quicken, Payroll, Wellness Programs, Diversification, Personal Planning, Farsi, Section 125 Plans, Workers Compensation, Financial Planners, Strategic Financial..., Finance, Property & Casualty..., Property Management, Financial Planning
Education
California University of Management and Sciences 2014 — 2015
Master of Business Administration (M.B.A.)
California State University-Los Angeles 2006 — 2009
Bachelor of Science (B.S.), Business Administration; Finance, Economics
Villa Park High School 2002 — 2006
Diploma
Julie Mangrello Julie Mangrello's Shorepoint Insurance Services Experience November 2007 - December 2010
Job Broker Sales Executive at BenefitMall
Industry Insurance
Experience
BenefitMall December 2010 - Present
Shorepoint Insurance Services November 2007 - December 2010
PIHRA (Professionals In Human Resources Association) October 2007 - December 2009
Bryson Financial Group April 2003 - November 2007
ReadyLink Health Care July 2001 - March 2003
Skills
Employee Benefits, Health Insurance, Health Care Reform, Voluntary Employee..., Disability Insurance, Solution Selling, Audits of Employee..., Open Enrollment, Strategic Communications, Flexible Spending..., COBRA, Form 5500 filings, Total Compensation..., Human Resources, Health Fairs, Strategic Planning, Social Media Strategist, Workers' Compensation..., Insurance, Critical Illness, Health Savings Accounts, Leadership, Benefits Design, Personnel Management, Group Medical, Life Insurance, FMLA, New Hire Orientations, Succession Planning, Talent Management, Employee Training, Benefits Administration, Workers Compensation, Term Life Insurance, Cafeteria Plans, Management, Group Insurance, Brokers, Sales, Training, HRIS, Marketing, Team Building, Employee Relations, Underwriting, Small Business, Long-term Care, Customer Service, Self-funded
Education
Chapman University 2004 — 2007
Masters of Science in Human Resources, Organizational Leadership Certificate
University of Phoenix 1998 — 2000
B.S. Business Management, Human Resources Management
Fountain Valley High School
BenefitMall December 2010 - Present
Shorepoint Insurance Services November 2007 - December 2010
PIHRA (Professionals In Human Resources Association) October 2007 - December 2009
Bryson Financial Group April 2003 - November 2007
ReadyLink Health Care July 2001 - March 2003
Skills
Employee Benefits, Health Insurance, Health Care Reform, Voluntary Employee..., Disability Insurance, Solution Selling, Audits of Employee..., Open Enrollment, Strategic Communications, Flexible Spending..., COBRA, Form 5500 filings, Total Compensation..., Human Resources, Health Fairs, Strategic Planning, Social Media Strategist, Workers' Compensation..., Insurance, Critical Illness, Health Savings Accounts, Leadership, Benefits Design, Personnel Management, Group Medical, Life Insurance, FMLA, New Hire Orientations, Succession Planning, Talent Management, Employee Training, Benefits Administration, Workers Compensation, Term Life Insurance, Cafeteria Plans, Management, Group Insurance, Brokers, Sales, Training, HRIS, Marketing, Team Building, Employee Relations, Underwriting, Small Business, Long-term Care, Customer Service, Self-funded
Education
Chapman University 2004 — 2007
Masters of Science in Human Resources, Organizational Leadership Certificate
University of Phoenix 1998 — 2000
B.S. Business Management, Human Resources Management
Fountain Valley High School
Penni Barnett's Shorepoint Insurance Services Experience July 2006 - July 2015
Job Commercial Lines Account Manager
Industry Insurance
Experience
Shorepoint Insurance Services July 2006 - July 2015
Skills
Legal Liability, Professional Liability, Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Brokers, Casualty Insurance, General Insurance, Underwriting, Umbrella Insurance
Education
Golden West College 1979 — 1981
News Writing and Communications
Sawyer Business College 1976 — 1977
Administrative Assistant, Office Technology and Applications
Shorepoint Insurance Services July 2006 - July 2015
Skills
Legal Liability, Professional Liability, Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Brokers, Casualty Insurance, General Insurance, Underwriting, Umbrella Insurance
Education
Golden West College 1979 — 1981
News Writing and Communications
Sawyer Business College 1976 — 1977
Administrative Assistant, Office Technology and Applications
Peter Barsky Peter Barsky's Shorepoint Insurance Services Experience September 2011 - November 2013
Job DirectorEmerging Business Group
Industry Insurance
Experience
Wood Gutmann & Bogart Insurance Brokers November 2013 - Present
Shorepoint Insurance Services September 2011 - November 2013
Fireman's Fund Insurance Company September 2009 - September 2011
Skills
Employment Practices..., D&O, Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Liability, Workers Compensation, Insurance, Self-funded, Financial Risk, Directors & Officers..., Risk Management, Indemnity, Insurance Brokerage, Casualty, Life Insurance, Umbrella Insurance, Inland Marine, Homeowners, Surety Bonds, Marine Insurance, Licensed Property, Product Liability, Casualty Insurance
Education
Flagler College 1992 — 1996
Bachelor of Arts (B.A.), History
Connetquot Highschool 1989 — 1992
Regents, General Studies
Wood Gutmann & Bogart Insurance Brokers November 2013 - Present
Shorepoint Insurance Services September 2011 - November 2013
Fireman's Fund Insurance Company September 2009 - September 2011
Skills
Employment Practices..., D&O, Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Liability, Workers Compensation, Insurance, Self-funded, Financial Risk, Directors & Officers..., Risk Management, Indemnity, Insurance Brokerage, Casualty, Life Insurance, Umbrella Insurance, Inland Marine, Homeowners, Surety Bonds, Marine Insurance, Licensed Property, Product Liability, Casualty Insurance
Education
Flagler College 1992 — 1996
Bachelor of Arts (B.A.), History
Connetquot Highschool 1989 — 1992
Regents, General Studies
Sue Reams Sue Reams's Shorepoint Insurance Services Experience July 2002 - July 2009
Job Account Manager at Hayward Tilton & Rolapp
Industry Insurance
Experience
Hayward Tilton & Rolapp September 2010 - Present
Armstrong/Robitaille/Riegle Business and Insurance Solutions August 2009 - October 2010
Shorepoint Insurance Services July 2002 - July 2009
Armstrong Robitaille Ins Brokers/Union Banc of CA 1997 - 1999
Akasaka Ortiz & Varela Ins. 1994 - 1997
Skills
Commercial Insurance, Customer Service, Insurance, Employment Practices..., D&O, Workers Compensation, Professional Liability, Underwriting, Casualty, Disability Insurance, Globalization, Team Building, Property & Casualty..., Life Insurance, Inland Marine, Brokers, Umbrella Insurance, Liability, Insurance Brokerage, Health Savings Accounts, Health Insurance, Directors & Officers..., General Insurance, Commercial Lines, Legal Liability, Excess, Claims Management, Claim, Surety Bonds, Liability Analysis, Employee Benefits, Long-term Care
Education
California State University-Sacramento
Hayward Tilton & Rolapp September 2010 - Present
Armstrong/Robitaille/Riegle Business and Insurance Solutions August 2009 - October 2010
Shorepoint Insurance Services July 2002 - July 2009
Armstrong Robitaille Ins Brokers/Union Banc of CA 1997 - 1999
Akasaka Ortiz & Varela Ins. 1994 - 1997
Skills
Commercial Insurance, Customer Service, Insurance, Employment Practices..., D&O, Workers Compensation, Professional Liability, Underwriting, Casualty, Disability Insurance, Globalization, Team Building, Property & Casualty..., Life Insurance, Inland Marine, Brokers, Umbrella Insurance, Liability, Insurance Brokerage, Health Savings Accounts, Health Insurance, Directors & Officers..., General Insurance, Commercial Lines, Legal Liability, Excess, Claims Management, Claim, Surety Bonds, Liability Analysis, Employee Benefits, Long-term Care
Education
California State University-Sacramento
Sal Flores-Chatfield's Shorepoint Insurance Services Experience October 2009 - June 2010
Job Owner | Citrus Valley Insurance and Financial Services
Industry Insurance
Experience
Citrus Valley Insurance and Financial Services July 2013 - Present
State Farm Insurance Pasadena June 2010 - July 2013
Shorepoint Insurance Services October 2009 - June 2010
State Farm Insurance March 2002 - October 2009
Skills
Insurance, Life Insurance, Sales, Strategic Planning, Fixed Annuities, Sales Management, Property & Casualty..., New Business Development, Microsoft Office, Commercial Insurance, PowerPoint, Public Speaking, Retirement, Marketing, Account Management
Education
California State Polytechnic University-Pomona 2002 — 2007
BA, Political Science
South HIlls 1997 — 2001
South HIlls 1997 — 2001
Citrus Valley Insurance and Financial Services July 2013 - Present
State Farm Insurance Pasadena June 2010 - July 2013
Shorepoint Insurance Services October 2009 - June 2010
State Farm Insurance March 2002 - October 2009
Skills
Insurance, Life Insurance, Sales, Strategic Planning, Fixed Annuities, Sales Management, Property & Casualty..., New Business Development, Microsoft Office, Commercial Insurance, PowerPoint, Public Speaking, Retirement, Marketing, Account Management
Education
California State Polytechnic University-Pomona 2002 — 2007
BA, Political Science
South HIlls 1997 — 2001
South HIlls 1997 — 2001
Penni Barnett's Shorepoint Insurance Services Experience July 2006 - June 2009
Job
Industry
Experience
Job Search June 2009 - Present
Shorepoint Insurance Services July 2006 - June 2009
Education
Golden West College 1979 — 1981
Associate Arts, News writing
Sawyer Business College 1976 — 1977
Diploma, Business Management Assistant
Job Search June 2009 - Present
Shorepoint Insurance Services July 2006 - June 2009
Education
Golden West College 1979 — 1981
Associate Arts, News writing
Sawyer Business College 1976 — 1977
Diploma, Business Management Assistant
Desiree Guerrero's Shorepoint Insurance Services Experience 2003 - 2005
Job Artist & Illustrator, Web Design, Social Media
Industry Design
Experience
Pacific Gallery, Laguna Beach March 2009 - August 2012
Shorepoint Insurance Services 2003 - 2005
Skills
Microsoft Office, Customer Service, Research, English, Photoshop, Editing, Oil Painting, Painting, Acrylic Painting, Drawing, Figure Drawing, Figure Painting, Figurative Art, Illustrator, Book Illustration, Communication Skills, Portraits
Education
Laguna College of Art and Design 2002 — 2005
Bachelor of Fine Arts (BFA), Illustration/Fine Art
Pacific Gallery, Laguna Beach March 2009 - August 2012
Shorepoint Insurance Services 2003 - 2005
Skills
Microsoft Office, Customer Service, Research, English, Photoshop, Editing, Oil Painting, Painting, Acrylic Painting, Drawing, Figure Drawing, Figure Painting, Figurative Art, Illustrator, Book Illustration, Communication Skills, Portraits
Education
Laguna College of Art and Design 2002 — 2005
Bachelor of Fine Arts (BFA), Illustration/Fine Art
Breanna Neal's Shorepoint Insurance Services Experience August 2012 - February 2014
Job Accountant at ELLS CPAs & Business Advisors
Industry Law Practice
Experience
ELLS CPAs & Business Advisors June 2015 - Present
ELLS CPAs & Business Advisors February 2014 - June 2015
Shorepoint Insurance Services August 2012 - February 2014
Koeller, Nebeker, Carlson & Haluk LLP February 2009 - July 2012
Orange Coast College June 2008 - January 2009
Grant, Genovese & Baratta LLP September 2007 - May 2008
Skills
Outlook, Invoicing, PowerPoint, Adobe Acrobat, Facebook, Microsoft Word, Microsoft Excel, I manage, WSI, WPM 75, Leadership, Event Planning, Training, Social Media, Management, Time Management, Access, Accounting, Public Speaking, Customer Service, Budgets, Analysis, Microsoft Office, Sales, Communication, Research, Social Networking, Strategic Planning, Financial Analysis, Administrative..., Finance, Marketing, Auditing, Teamwork, Administration, Financial Reporting, Marketing Strategy, Project Management, Human Resources, QuickBooks, Team Building, Data Entry, Event Management, Negotiation, Telephone Skills, Legal Research, Financial Statements, Accounts Payable, Fundraising, Recruiting
Education
Pepperdine University 2012 — 2015
Bachelor of Science, Management, 3.8 GPA
Orange Coast College 2008 — 2012
Business Administration and Management, General
ELLS CPAs & Business Advisors June 2015 - Present
ELLS CPAs & Business Advisors February 2014 - June 2015
Shorepoint Insurance Services August 2012 - February 2014
Koeller, Nebeker, Carlson & Haluk LLP February 2009 - July 2012
Orange Coast College June 2008 - January 2009
Grant, Genovese & Baratta LLP September 2007 - May 2008
Skills
Outlook, Invoicing, PowerPoint, Adobe Acrobat, Facebook, Microsoft Word, Microsoft Excel, I manage, WSI, WPM 75, Leadership, Event Planning, Training, Social Media, Management, Time Management, Access, Accounting, Public Speaking, Customer Service, Budgets, Analysis, Microsoft Office, Sales, Communication, Research, Social Networking, Strategic Planning, Financial Analysis, Administrative..., Finance, Marketing, Auditing, Teamwork, Administration, Financial Reporting, Marketing Strategy, Project Management, Human Resources, QuickBooks, Team Building, Data Entry, Event Management, Negotiation, Telephone Skills, Legal Research, Financial Statements, Accounts Payable, Fundraising, Recruiting
Education
Pepperdine University 2012 — 2015
Bachelor of Science, Management, 3.8 GPA
Orange Coast College 2008 — 2012
Business Administration and Management, General