Stone Creek Insurance Agency
Address: 3249 Mt Diablo Ct #211, Lafayette, CA 94549 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (925) 297-4202Category: : : : : : Place name: : Website: Website: http://www.stonecreekinsurance.com/ Category: Insurance broker 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
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Stone Creek Insurance Agency Employees
Stone Creek Insurance Agency June 2011 - Present
AMS Associates February 2006 - November 2008
Skills
Account Management, Insurance, Product Management, Leadership, Risk Management, Commercial Insurance, AutoCAD, Construction, Employee Benefits, Submittals
Education
University of California, Berkeley 2000 — 2005
BS, Civil and Environmental Engineering
KPMG April 2014 - Present
Monticello Vineyards September 2010 - March 2014
Stone Creek Insurance Agency October 2010 - January 2014
Wells Fargo Home Mortgage October 2007 - October 2010
Liberty Mutual Insurance September 2009 - September 2010
Wells Fargo Financial July 2006 - October 2007
Skills
Management Consulting, Strategy and Operations, Enterprise Data..., Operations Management, Business Transformation, Sales, Insurance, Banking, Training, Management, Business Planning, Entrepreneurship, International Business, Commercial Insurance, Property & Casualty..., Marketing, Public Speaking, New Markets Development, Financial Analysis, Life Insurance, Team Leadership, Customer Service, Strategic Planning, training and development, Small Business, Customer Retention, Investments, Business Strategy, Analysis, Marketing Strategy, Homeowners, Workers Compensation, General Insurance, Professional Liability, Strategic Partnerships, Liability, Account Management, Real Estate, Sales Operations, International..., Finance, Loan Origination, Enterprise Data, Strategy, Social Media
Education
Saint Mary's College of California 2010 — 2013
MBA, International Business, 3.93
Peking University 2012 — 2012
BiMBA Certification in International Business, International Business, 4.0
University of Washington, Michael G. Foster School of Business 2002 — 2006
Bachelors, Business
Auburn Senior High School 1998 — 2002
Stone Creek Insurance Agency April 2015 - Present
State Farm Insurance, Dave Stewart and Jake Stewart Agencies July 2010 - July 2014
Allstate Insurance Company, Zuckerman-Funk Agency May 2009 - June 2010
Epiphany Enterprises, LLC January 2003 - June 2009
State Farm Insurance, Brian Davenny Agency. August 2008 - May 2009
Robin's Nest Childcare March 1990 - June 2008
Nordstrom September 1984 - July 1990
Skills
Insurance, Sales, Property & Casualty..., Leadership, Customer Service, Training, Direct Sales, Account Management, Marketing, Team Building, Sales Management, Homeowners, Strategic Planning, Term Life Insurance, Small Business, Microsoft Office, Marketing Strategy, B2B, Negotiation, Management, Customer Retention, Microsoft Excel, Social Media, Budgets, Microsoft Word, Pricing
Education
Tacoma Community College 1982 — 1984
Associate of Arts (A.A.), Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Bates Technical College 1982 — 1983
Vocational, Family Practice Nurse/Nursing
Western Washington University 1981 — 1982
General Studies
Curtis High School
Curtis High School
Stone Creek Insurance Agency June 2006 - Present
Skills
Risk Management, Product Liability, Asset Protection, Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, General Insurance, Brokers, Health Insurance, Workers Compensation, Term Life Insurance, Small Business, Brokerage, Liability, General Liability, Umbrella Insurance, Employee Benefits, Disability Insurance, Legal Liability, Casualty, Underwriting, Life Insurance, Commercial Lines, Claims Management, Reinsurance, Homeowners, Claim, Whole Life, Fixed Annuities, Marketing, Casualty Insurance
Education
California State University-Sacramento 1999 — 2001
B.S Marketing, Business with specialty in Marketing and Advertising
University of California, Davis 1997 — 1999
B.S, Marketing Degree
Bishop O'dowd 1990 — 1994
Stone Creek Insurance Agency May 2015 - Present
Saint Mary's College of California January 2015 - Present
Saint Mary's College of California August 2012 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Time Management, Research, Teamwork, Leadership
Education
Saint Mary's College of California 2012 — 2016
Business Administration and Management, General
Stone Creek Insurance Agency September 2015 - Present
David E. Quan Insurance Agency October 2014 - September 2015
State Farm March 2014 - October 2014
Maserati of Walnut Creek 2013 - April 2014
Bentley Walnut Creek 2013 - April 2014
T-Rex Restaurant January 2013 - September 2013
Skills
Microsoft Office, Sales, Microsoft Excel, PowerPoint, Customer Service, Facebook, Marketing, Microsoft Word, Social Media, Social Networking, Outlook, Management, Insurance, ADP, Adobe Acrobat, Photoshop, Accounting, Event Planning, Leadership, DMV Processing, Bank Reconciliation, Accounts Payable, Accounts Receivable, Administrative Work, Administrative..., Marketing Strategy, Digital Photography, Event Management, Community Outreach, Public Speaking
Education
California State University-Northridge 2009 — 2013
Kinesiology and Exercise Science
Berkeley High School 2005 — 2009
Graduated in 2009
Stone Creek Insurance Agency September 2014 - February 2015
Allstate Insurance Agency April 2014 - September 2014
SCHRODER INSURANCE SERVICES June 2008 - January 2012
Skills
Customer Service, Insurance, Management
Education
Solano Community College 2001 — 2014
Biology/Biological Sciences, General, 3.2
Vallejo Adult School 2001 — 2002
High School, Basic, 3.0
Biz Central Insurance Solutions June 2015 - Present
Stone Creek Insurance Agency November 2013 - April 2015
Fowler & Associates Insurance Services LLC August 2009 - September 2013
Matlock Law Group, PC October 2009 - April 2011
Matlock Capital Group LLC October 2009 - April 2011
Steven Hom Insurance Services, Inc. July 2007 - March 2008
Skills
Licensing, Insurance, Intellectual Property, Start-ups, Mergers, Small Business, Mergers & Acquisitions, Legal Liability, Negotiation, Workers Compensation, Professional Liability, Commercial Insurance, Business Development, Investments, Liability, Sales, Fitness, Management, Customer Service, Marketing
Education
California Department of Insurance 2004 — 2011
P&C License/Life License, Insurance
Diablo Valley College 2003 — 2005
General Education
Stone Creek Insurance Agency January 2008 - Present
Liberty Mutual Insurance January 2005 - December 2007
Skills
Risk Management, Operational Risk..., Wordpress Design, SEO, Insurance, Commercial Insurance, Insurance Planning, General Insurance, Health Insurance, Wordpress, Homeowners, Life Insurance, Professional Liability, Workers Compensation, Legal Liability, Employee Benefits, Property & Casualty..., Umbrella Insurance, Inland Marine, Insurance Brokerage, Commercial Lines, Brokers, Liability, Underwriting, Casualty, Casualty Insurance
Education
University of California, Davis 2001 — 2004
BA, Psychology
University of California, Davis 2001 — 2004
BA, Communications
The Institutes 2012 — 2014
CPCU, Chartered Property and Casualty Underwriter
The American College 2006 — 2007
LUTCF, Specialty Insurance Certification
Cinium Financial October 2013 - Present
Stone Creek Insurance Agency September 2012 - October 2013
BNI 2013 - 2013
BNI 2013 - 2013
Nationwide Insurance August 2011 - September 2012
Nationwide Insurance 2011 - 2012
International Fidelity Insurance Company August 2008 - May 2010
Insurance Company of the West 2006 - 2008
Mid-Continent Casualty 1999 - 2005
Skills
CPCU Designation, AFSB Designation, Principal Agent..., Insurance, Surety, Underwriting, Commercial Insurance, Property & Casualty..., Surety Bonds, Life Insurance, Customer Service, Bonds, Credit, Financial Analysis, Umbrella Insurance, Casualty, Professional Liability, Mortgage Lending, Workers Compensation, Liability, Legal Liability, General Insurance, Homeowners, D&O, Commercial Lines, Health Insurance, Term Life Insurance, Claim, Brokers, Disability Insurance, Excess, Fixed Annuities, Claims Management, Agents, Motorcycle, Inland Marine, Reinsurance, Employee Benefits, Long-term Care, Small Business, Risk Management, Medicare, Renters, Financial Planners, Whole Life, Employment Practices..., Casualty Insurance
Education
Marietta College 1976 — 1980
B. S., Biology