Strategic Employee Benefit Services
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Strategic Employee Benefit Services Employees
Employee
Years
Job
Industry
Joanna Hull Joanna Hull's Strategic Employee Benefit Services Experience October 2004 - June 2006
Job Director of Consulting at S.S. Nesbitt & Co.
Industry Insurance
Experience
S.S. Nesbitt & Co. August 2013 - Present
S.S. Nesbitt & Co. April 2013 - Present
Northwestern Benefits / Strategic Employee Benefit Services August 2008 - April 2013
Gallagher Benefit Services June 2006 - August 2008
Strategic Employee Benefit Services October 2004 - June 2006
Skills
Employee Benefits, Strategic Planning, Health Insurance, Employee Communications, Healthcare Reform, Healthcare Consumerism, Self-funded, Health Care Reform, Management, Strategy, Insurance, Analysis, Business Planning, Customer Service, Disability Insurance, Financial Analysis, Internal Communications, Policy, Training, Account Management, Benefits Administration, Life Insurance, Underwriting
Education
Samford University 2001 — 2005
Bachelor's degree
S.S. Nesbitt & Co. August 2013 - Present
S.S. Nesbitt & Co. April 2013 - Present
Northwestern Benefits / Strategic Employee Benefit Services August 2008 - April 2013
Gallagher Benefit Services June 2006 - August 2008
Strategic Employee Benefit Services October 2004 - June 2006
Skills
Employee Benefits, Strategic Planning, Health Insurance, Employee Communications, Healthcare Reform, Healthcare Consumerism, Self-funded, Health Care Reform, Management, Strategy, Insurance, Analysis, Business Planning, Customer Service, Disability Insurance, Financial Analysis, Internal Communications, Policy, Training, Account Management, Benefits Administration, Life Insurance, Underwriting
Education
Samford University 2001 — 2005
Bachelor's degree
Kathy Laws's Strategic Employee Benefit Services Experience March 2006 - March 2007
Job HR Coordinator at Children's Medical Center
Industry Human Resources
Experience
Children's Medical Center January 2015 - Present
The Office of Jeff Schaffer March 2008 - January 2015
Fairway Partners May 2007 - March 2008
Strategic Employee Benefit Services March 2006 - March 2007
Education
Northeastern State University
Children's Medical Center January 2015 - Present
The Office of Jeff Schaffer March 2008 - January 2015
Fairway Partners May 2007 - March 2008
Strategic Employee Benefit Services March 2006 - March 2007
Education
Northeastern State University
Tyler Wrage Tyler Wrage's Strategic Employee Benefit Services Experience May 2005 - March 2007
Job Employee Benefits Consultant at The Strategic Group
Industry Insurance
Experience
The Strategic Group April 2012 - Present
Paychex April 2011 - April 2012
Principal Financial Group March 2007 - December 2010
Strategic Employee Benefit Services May 2005 - March 2007
Skills
Employee Benefits, Dental, Group Benefits, Benefits, Health, Health Insurance, Disability Insurance, Business Networking, Insurance, Life Insurance, Management, Term Life Insurance, Brokers, Sales, Healthcare, Health Savings Accounts, Leadership, Long-term Care, Marketing, Customer Service
Education
Chadron State College 2001 — 2005
Business Marketing
Colorado School of Mines 2001 — 2001
Environmental Engineering
Jesuit High School 1997 — 2001
The Strategic Group April 2012 - Present
Paychex April 2011 - April 2012
Principal Financial Group March 2007 - December 2010
Strategic Employee Benefit Services May 2005 - March 2007
Skills
Employee Benefits, Dental, Group Benefits, Benefits, Health, Health Insurance, Disability Insurance, Business Networking, Insurance, Life Insurance, Management, Term Life Insurance, Brokers, Sales, Healthcare, Health Savings Accounts, Leadership, Long-term Care, Marketing, Customer Service
Education
Chadron State College 2001 — 2005
Business Marketing
Colorado School of Mines 2001 — 2001
Environmental Engineering
Jesuit High School 1997 — 2001
Catrina Shumaker Catrina Shumaker's Strategic Employee Benefit Services Experience March 2011 - June 2012
Job A/R Supervisor at Enterprise Holdings
Industry Leisure, Travel & Tourism
Experience
Enterprise Holdings December 2013 - December 2014
Dollar Thrifty Automotive Group June 2012 - December 2013
Strategic Employee Benefit Services March 2011 - June 2012
Tulsa Welding School May 2010 - December 2010
Avis Budget Group September 2007 - May 2010
Skills
Leadership, Recruiting, Account Management, Customer Retention, Management, Sales, Customer Service, Employee Benefits, Disability Insurance, Benefits Administration, Sales Management, Sales Process, Customer Satisfaction, Insurance, Health Insurance, Employee Relations, Marketing, Training, Strategic Planning, Program Management, Coaching, Salesforce.com, Microsoft Office, Term Life Insurance, Life Insurance, ACT!, Marketing Strategy, Change Management, Corporate Finance, Organizational Behavior, Sales Logix, A/R collections, A/R Management, Odyssey, PeopleSoft, Workbrain, Accounts Receivable, Supervisory Experience, Supervisory Skills
Education
St Gregory's University 2009 — 2011
MSM, Master of Science in Management
Oklahoma State University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Enterprise Holdings December 2013 - December 2014
Dollar Thrifty Automotive Group June 2012 - December 2013
Strategic Employee Benefit Services March 2011 - June 2012
Tulsa Welding School May 2010 - December 2010
Avis Budget Group September 2007 - May 2010
Skills
Leadership, Recruiting, Account Management, Customer Retention, Management, Sales, Customer Service, Employee Benefits, Disability Insurance, Benefits Administration, Sales Management, Sales Process, Customer Satisfaction, Insurance, Health Insurance, Employee Relations, Marketing, Training, Strategic Planning, Program Management, Coaching, Salesforce.com, Microsoft Office, Term Life Insurance, Life Insurance, ACT!, Marketing Strategy, Change Management, Corporate Finance, Organizational Behavior, Sales Logix, A/R collections, A/R Management, Odyssey, PeopleSoft, Workbrain, Accounts Receivable, Supervisory Experience, Supervisory Skills
Education
St Gregory's University 2009 — 2011
MSM, Master of Science in Management
Oklahoma State University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Kimberly Komline Kimberly Komline's Strategic Employee Benefit Services Experience July 2006 - September 2007
Job Accounting & Human Resources Consultant
Industry Accounting
Experience
Self-Employed August 2014 - Present
Sales Focus Inc November 2010 - August 2014
Marketing Partners Inc February 2008 - February 2012
Strategic Employee Benefit Services July 2006 - September 2007
Skills
Applicant Tracking..., Recruiting, Employee Benefits, Talent Acquisition, Temporary Staffing, Employee Relations, Accounting, Technical Recruiting, Human Resources, Training, Strategy, Coaching, Account Management, Leadership, Management, Team Building, Analysis, Business Strategy, CRM, Contract Negotiation, Customer Service, Forecasting, Interviews, Leadership Development, Negotiation, New Business Development, Operations Management, Process Improvement, Sales Management, Sales Operations, Start-ups, Strategic Planning, Team Leadership, Time Management, Onboarding, Program Management, Competitive Analysis, Business Development, Customer Satisfaction, Payroll, Finance, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Montclair State University 2003 — 2004
Accounting
Raritan Valley Community College 1999 — 2002
Associate’s Degree, Accounting
Bernards High School 1994 — 1998
Self-Employed August 2014 - Present
Sales Focus Inc November 2010 - August 2014
Marketing Partners Inc February 2008 - February 2012
Strategic Employee Benefit Services July 2006 - September 2007
Skills
Applicant Tracking..., Recruiting, Employee Benefits, Talent Acquisition, Temporary Staffing, Employee Relations, Accounting, Technical Recruiting, Human Resources, Training, Strategy, Coaching, Account Management, Leadership, Management, Team Building, Analysis, Business Strategy, CRM, Contract Negotiation, Customer Service, Forecasting, Interviews, Leadership Development, Negotiation, New Business Development, Operations Management, Process Improvement, Sales Management, Sales Operations, Start-ups, Strategic Planning, Team Leadership, Time Management, Onboarding, Program Management, Competitive Analysis, Business Development, Customer Satisfaction, Payroll, Finance, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Montclair State University 2003 — 2004
Accounting
Raritan Valley Community College 1999 — 2002
Associate’s Degree, Accounting
Bernards High School 1994 — 1998
Casey Hooker Casey Hooker's Strategic Employee Benefit Services Experience March 2010 - July 2011
Job Senior Account Manager at Houska Insurance Services
Industry Insurance
Experience
Houska Insurance Services, Inc. July 2013 - Present
Houska Insurance Services, Inc. July 2011 - Present
Strategic Employee Benefit Services March 2010 - July 2011
Northwestern Mutual Financial Network March 2009 - December 2009
BioNJ 2009 - 2009
Skills
Employee Benefits, Health Insurance, Employee Engagement, Employee Communications, Employee Retention, Healthcare Consulting, Group Insurance, Insurance, Business Process..., Business Development, Marketing, Negotiation, Leadership, Time Management, Recruiting, Microsoft Excel, Disability Insurance
Education
Drew University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Houska Insurance Services, Inc. July 2013 - Present
Houska Insurance Services, Inc. July 2011 - Present
Strategic Employee Benefit Services March 2010 - July 2011
Northwestern Mutual Financial Network March 2009 - December 2009
BioNJ 2009 - 2009
Skills
Employee Benefits, Health Insurance, Employee Engagement, Employee Communications, Employee Retention, Healthcare Consulting, Group Insurance, Insurance, Business Process..., Business Development, Marketing, Negotiation, Leadership, Time Management, Recruiting, Microsoft Excel, Disability Insurance
Education
Drew University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Robin Schott Robin Schott's Strategic Employee Benefit Services Experience June 2014 - Present
Job Benefit Consultant at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services June 2014 - Present
Leonard Adams Insurance Agency May 2013 - April 2014
The ODS Companies November 2012 - May 2013
UnitedHealth Group April 2008 - November 2012
Enpria October 2007 - March 2008
FamilyCare Health Plans August 2005 - August 2007
Great West Healthcare/ Cigna October 2000 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Problem Solving, Project Coordination, Project Delivery, Highly detail oriented, Organizational..., Organization &..., Multiple Priorities, Team-oriented, Customer Retention, Customer Experience, Health Insurance, Licensed Life & Health..., Employee Benefits, Brokers, Customer Service, Life Insurance, Insurance
Education
Lane Community College 1990 — 1991
Accelerated High School Degree
Strategic Employee Benefit Services June 2014 - Present
Leonard Adams Insurance Agency May 2013 - April 2014
The ODS Companies November 2012 - May 2013
UnitedHealth Group April 2008 - November 2012
Enpria October 2007 - March 2008
FamilyCare Health Plans August 2005 - August 2007
Great West Healthcare/ Cigna October 2000 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Problem Solving, Project Coordination, Project Delivery, Highly detail oriented, Organizational..., Organization &..., Multiple Priorities, Team-oriented, Customer Retention, Customer Experience, Health Insurance, Licensed Life & Health..., Employee Benefits, Brokers, Customer Service, Life Insurance, Insurance
Education
Lane Community College 1990 — 1991
Accelerated High School Degree
Aaron Salas CBC Aaron Salas CBC's Strategic Employee Benefit Services Experience July 2012 - January 2014
Job Select Business Lead at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance March 2015 - Present
CoBiz Insurance May 2014 - Present
Strategic Employee Benefit Services July 2012 - January 2014
Volk & Bell Benefits LLC June 2008 - June 2012
Volk & Bell Benefits, LLC June 2008 - December 2009
Prime Source Staffing October 2007 - June 2009
Sentry Insurance June 2004 - August 2007
Sentry Insurance June 2004 - January 2005
Skills
Employee Benefits, Leadership, Consultative Selling, Benefits Administration, Health Insurance, Employee Engagement, Business Planning, Health Care Reform, Customer Service, Disability Insurance, Health Savings Accounts, Account Management, Problem Solving, HR Consulting, HR Policies, Group Benefits, COBRA, Small Business, Sales Presentations, Term Life Insurance, Workers Compensation, Accident, Insurance, HIPAA, Benefits, Brokers, HRIS, Critical Illness, FMLA, PowerPoint, Wellness, Employee Wellness, Dental, Cafeteria Plans, Flexible Spending..., Long Term Care, Plan Design, Group Health, Open Enrollment, Group Medical, Salesforce.com, FSA, Claims, Compliance, Wellness Programs, Health Plans, Life Insurance, Strategic Planning, Strategy
Education
Colorado State University 2001 — 2003
BA, Business Management & Marketing
University of Northern Colorado 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Marketing
Regis University 2011 — 2011
Human Resources
Aurora Christian Academy 1997 — 1998
CoBiz Insurance March 2015 - Present
CoBiz Insurance May 2014 - Present
Strategic Employee Benefit Services July 2012 - January 2014
Volk & Bell Benefits LLC June 2008 - June 2012
Volk & Bell Benefits, LLC June 2008 - December 2009
Prime Source Staffing October 2007 - June 2009
Sentry Insurance June 2004 - August 2007
Sentry Insurance June 2004 - January 2005
Skills
Employee Benefits, Leadership, Consultative Selling, Benefits Administration, Health Insurance, Employee Engagement, Business Planning, Health Care Reform, Customer Service, Disability Insurance, Health Savings Accounts, Account Management, Problem Solving, HR Consulting, HR Policies, Group Benefits, COBRA, Small Business, Sales Presentations, Term Life Insurance, Workers Compensation, Accident, Insurance, HIPAA, Benefits, Brokers, HRIS, Critical Illness, FMLA, PowerPoint, Wellness, Employee Wellness, Dental, Cafeteria Plans, Flexible Spending..., Long Term Care, Plan Design, Group Health, Open Enrollment, Group Medical, Salesforce.com, FSA, Claims, Compliance, Wellness Programs, Health Plans, Life Insurance, Strategic Planning, Strategy
Education
Colorado State University 2001 — 2003
BA, Business Management & Marketing
University of Northern Colorado 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Marketing
Regis University 2011 — 2011
Human Resources
Aurora Christian Academy 1997 — 1998
Nichole Fritts Nichole Fritts's Strategic Employee Benefit Services Experience April 2014 - March 2015
Job Benefits Specialist
Industry Insurance
Experience
Integrity Benefits Group, LLC May 2015 - Present
Strategic Employee Benefit Services April 2014 - March 2015
Maschino, Hudelson & Associates 2007 - April 2014
Skills
Health Insurance, Employee Benefits, Insurance, Employee Relations, Brokers, Disability Insurance, Workers Compensation, 401k, Benefits Administration, Customer Service, Property & Casualty..., Human Resources, COBRA, Health Savings Accounts, Term Life Insurance
Education
Owasso High School 1992 — 1996
Northeastern State University
Integrity Benefits Group, LLC May 2015 - Present
Strategic Employee Benefit Services April 2014 - March 2015
Maschino, Hudelson & Associates 2007 - April 2014
Skills
Health Insurance, Employee Benefits, Insurance, Employee Relations, Brokers, Disability Insurance, Workers Compensation, 401k, Benefits Administration, Customer Service, Property & Casualty..., Human Resources, COBRA, Health Savings Accounts, Term Life Insurance
Education
Owasso High School 1992 — 1996
Northeastern State University
Rob Chomo Rob Chomo's Strategic Employee Benefit Services Experience November 2005 - December 2011
Job CEO & Managing Partner of Employee Benefit Services of Maryland, Inc.
Industry Insurance
Experience
Employee Benefit Services of Maryland Inc. January 2012 - Present
Strategic Employee Benefit Services November 2005 - December 2011
The Avedon Group Ltd. May 1998 - October 2005
Skills
Insurance, Property & Casualty..., Risk Management, Strategic Planning, New Business Development, Health Insurance, Licensed Life & Health..., Disability Insurance, Employee Benefits, Voluntary Employee..., Self-funded, Group Benefit Plans, Consultative Selling..., Management Consulting, Business Strategy, Commercial Insurance, Underwriting, Change Management, Sales, Leadership, Coaching, Management, Retirement Planning, Life Insurance
Education
University of Maryland College Park 1991 — 1995
Bachelor of Arts (B.A.), Criminal Justice
St. Mary's High School 1988 — 1991
Employee Benefit Services of Maryland Inc. January 2012 - Present
Strategic Employee Benefit Services November 2005 - December 2011
The Avedon Group Ltd. May 1998 - October 2005
Skills
Insurance, Property & Casualty..., Risk Management, Strategic Planning, New Business Development, Health Insurance, Licensed Life & Health..., Disability Insurance, Employee Benefits, Voluntary Employee..., Self-funded, Group Benefit Plans, Consultative Selling..., Management Consulting, Business Strategy, Commercial Insurance, Underwriting, Change Management, Sales, Leadership, Coaching, Management, Retirement Planning, Life Insurance
Education
University of Maryland College Park 1991 — 1995
Bachelor of Arts (B.A.), Criminal Justice
St. Mary's High School 1988 — 1991
Bill Hester Bill Hester's Strategic Employee Benefit Services Experience March 2003 - March 2013
Job Principal at CSG Companies, Inc.
Industry Insurance
Experience
CSG Companies, Inc. March 2003 - Present
Strategic Employee Benefit Services March 2003 - March 2013
Unum 1996 - 2003
Unum 1996 - 2003
Skills
Employee Benefits, Health, Brokers, Claims, Healthcare, Benefits, Underwriting, Risk Management, Insurance, Sales, Strategic Planning, Life Insurance, Disability Insurance, Benefits Administration, Leadership, Team Building, Management, Long-term Care
Education
Texas Christian University 1990 — 1993
BBA, Management
CSG Companies, Inc. March 2003 - Present
Strategic Employee Benefit Services March 2003 - March 2013
Unum 1996 - 2003
Unum 1996 - 2003
Skills
Employee Benefits, Health, Brokers, Claims, Healthcare, Benefits, Underwriting, Risk Management, Insurance, Sales, Strategic Planning, Life Insurance, Disability Insurance, Benefits Administration, Leadership, Team Building, Management, Long-term Care
Education
Texas Christian University 1990 — 1993
BBA, Management
Susan Zeiler Susan Zeiler's Strategic Employee Benefit Services Experience 2006 - 2008
Job Sales & Marketing
Industry Marketing and Advertising
Experience
AstraZeneca 2008 - 2011
Strategic Employee Benefit Services 2006 - 2008
Johnson City Press 2002 - 2006
ntara 2001 - 2001
Skills
Sales, Marketing, Marketing Strategy, Marketing Research, Sales Presentations, Marketing Communications, Product Marketing, Digital Marketing, Event Planning, Event Management, Public Relations, Account Management, Healthcare, Advertising, Customer Service, B2B, Market Planning, Sales Management, Recruiting, Business Development, Advisor, Mentor, Print Media Sales, Employee Benefits, Physician Relations, Pharmaceutical Sales, Medical Sales, Outside Sales, Leadership, Management, Training
Education
East Tennessee State University 2003 — 2006
MBA
East Tennessee State University 1998 — 2002
BBA
AstraZeneca 2008 - 2011
Strategic Employee Benefit Services 2006 - 2008
Johnson City Press 2002 - 2006
ntara 2001 - 2001
Skills
Sales, Marketing, Marketing Strategy, Marketing Research, Sales Presentations, Marketing Communications, Product Marketing, Digital Marketing, Event Planning, Event Management, Public Relations, Account Management, Healthcare, Advertising, Customer Service, B2B, Market Planning, Sales Management, Recruiting, Business Development, Advisor, Mentor, Print Media Sales, Employee Benefits, Physician Relations, Pharmaceutical Sales, Medical Sales, Outside Sales, Leadership, Management, Training
Education
East Tennessee State University 2003 — 2006
MBA
East Tennessee State University 1998 — 2002
BBA
Meredith Beam Meredith Beam's Strategic Employee Benefit Services Experience September 2004 - January 2007
Job Vice President at Winston Benefits
Industry Insurance
Experience
Winston Benefits Inc December 2014 - Present
Hodges-Mace Benefits Group, Inc. February 2011 - December 2014
BeneSync, LLC September 2007 - January 2011
Strategic Employee Benefit Services September 2004 - January 2007
Skills
Employee Benefits, Health Insurance, Insurance, Life Insurance, Strategy, Whole Life, Benefits Administration, Term Life Insurance, Sales, Health Savings Accounts, Long-term Care, Disability Insurance, Accident, Open Enrollment, Marketing, General Insurance, Human Resources, Critical Illness, Universal Life, Brokers, COBRA, Property & Casualty..., Medicare, Small Business, Fixed Annuities, 401k, Sales Management, Customer Service, Strategic Planning, Underwriting
Education
Carson-Newman College 2000 — 2004
Bachelor of Science
Winston Benefits Inc December 2014 - Present
Hodges-Mace Benefits Group, Inc. February 2011 - December 2014
BeneSync, LLC September 2007 - January 2011
Strategic Employee Benefit Services September 2004 - January 2007
Skills
Employee Benefits, Health Insurance, Insurance, Life Insurance, Strategy, Whole Life, Benefits Administration, Term Life Insurance, Sales, Health Savings Accounts, Long-term Care, Disability Insurance, Accident, Open Enrollment, Marketing, General Insurance, Human Resources, Critical Illness, Universal Life, Brokers, COBRA, Property & Casualty..., Medicare, Small Business, Fixed Annuities, 401k, Sales Management, Customer Service, Strategic Planning, Underwriting
Education
Carson-Newman College 2000 — 2004
Bachelor of Science
Cole Harris, RHU Cole Harris, RHU's Strategic Employee Benefit Services Experience January 2005 - October 2012
Job Vice President of Sales and Marketing at CBIZ Benefits & Insurance Services of Tennessee, Inc.
Industry Insurance
Experience
CBIZ Benefits & Insurance Services of Tennessee, Inc. October 2012 - Present
Strategic Employee Benefit Services January 2005 - October 2012
Skills
Employee Benefits, Insurance, Business Travel, Benefits, Health Insurance, Brokers, Disability Insurance, Social Networking, COBRA, Health Savings Accounts, Human Resources, Benefits Administration, Strategy, Sales, Workers Compensation, Payroll, Health Care Reform, Healthcare, 401k, Long-term Care, Underwriting
Education
American College 2007 — 2008
RHU
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Science (BS), Business Administration, Management and Operations
Hixson High
CBIZ Benefits & Insurance Services of Tennessee, Inc. October 2012 - Present
Strategic Employee Benefit Services January 2005 - October 2012
Skills
Employee Benefits, Insurance, Business Travel, Benefits, Health Insurance, Brokers, Disability Insurance, Social Networking, COBRA, Health Savings Accounts, Human Resources, Benefits Administration, Strategy, Sales, Workers Compensation, Payroll, Health Care Reform, Healthcare, 401k, Long-term Care, Underwriting
Education
American College 2007 — 2008
RHU
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Science (BS), Business Administration, Management and Operations
Hixson High
Caitlyn Mortka's Strategic Employee Benefit Services Experience December 2013 - Present
Job Nutrition Post Bacc Student at Sage
Industry Hospital & Health Care
Experience
Strategic Employee Benefit Services December 2013 - Present
Rite Aid March 2013 - December 2013
Albany Total Wellness April 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Healthcare, Teamwork, Social Media, Medical Terminology, Windows, Event Planning, English, Community Outreach
Education
The Sage Colleges-Sage Graduate School 2013 — 2016
Master's degree, Dietetics and Clinical Nutrition Services
State University of New York College at Oswego 2008 — 2012
Bachelor of Science (BS), Wellness Management
State University of New York at Oswego 2008 — 2012
Bachelors of Science, Wellness Management
Study Abroad: Benin, Africa and Paris, France
Bachelors of Science
Strategic Employee Benefit Services December 2013 - Present
Rite Aid March 2013 - December 2013
Albany Total Wellness April 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Healthcare, Teamwork, Social Media, Medical Terminology, Windows, Event Planning, English, Community Outreach
Education
The Sage Colleges-Sage Graduate School 2013 — 2016
Master's degree, Dietetics and Clinical Nutrition Services
State University of New York College at Oswego 2008 — 2012
Bachelor of Science (BS), Wellness Management
State University of New York at Oswego 2008 — 2012
Bachelors of Science, Wellness Management
Study Abroad: Benin, Africa and Paris, France
Bachelors of Science
Tara Stephenson Tara Stephenson's Strategic Employee Benefit Services Experience November 2005 - January 2009
Job Account Manager National Accounts at GDP Advisors
Industry Insurance
Experience
GDP Advisors June 2015 - Present
IMA Financial Group, Inc May 2013 - Present
HealthSmart May 2012 - May 2013
HCC Insurance March 2009 - May 2012
Strategic Employee Benefit Services November 2005 - January 2009
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, General Insurance, Brokers, Professional Liability, Health Savings Accounts, Provider Relations, Team Building, Risk Management, Outlook, Benefits Administration, COBRA, HIPPA, Affordable Care Act, Analysis, Microsoft Excel, Workers Compensation, Training, HIPAA, Disability Insurance, Life Insurance, Account Management, Claims Management, Medicare, Reinsurance, Property & Casualty..., Term Life Insurance, Claim, Legal Liability, Customer Service, Strategic Planning
Education
Oakland University 2004 — 2008
Bachelor of Arts (B.A.), German Language and Literature
GDP Advisors June 2015 - Present
IMA Financial Group, Inc May 2013 - Present
HealthSmart May 2012 - May 2013
HCC Insurance March 2009 - May 2012
Strategic Employee Benefit Services November 2005 - January 2009
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, General Insurance, Brokers, Professional Liability, Health Savings Accounts, Provider Relations, Team Building, Risk Management, Outlook, Benefits Administration, COBRA, HIPPA, Affordable Care Act, Analysis, Microsoft Excel, Workers Compensation, Training, HIPAA, Disability Insurance, Life Insurance, Account Management, Claims Management, Medicare, Reinsurance, Property & Casualty..., Term Life Insurance, Claim, Legal Liability, Customer Service, Strategic Planning
Education
Oakland University 2004 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Matt Bernini Matt Bernini's Strategic Employee Benefit Services Experience July 2007 - July 2008
Job Account Executive at The Reschini Group
Industry Insurance
Experience
The Reschini Group July 2008 - Present
Strategic Employee Benefit Services July 2007 - July 2008
Morneau Sobeco July 2006 - July 2007
Benefit Coordinators Corporation June 2005 - July 2006
Education
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Science (B.S.), Human Resources Management and Services
The Reschini Group July 2008 - Present
Strategic Employee Benefit Services July 2007 - July 2008
Morneau Sobeco July 2006 - July 2007
Benefit Coordinators Corporation June 2005 - July 2006
Education
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Science (B.S.), Human Resources Management and Services
Connie Vitale Connie Vitale's Strategic Employee Benefit Services Experience January 2015 - Present
Job Director of Operations at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services January 2015 - Present
Strategic Employee Benefit Services July 2012 - January 2015
MetLife December 1995 - July 2011
A.J. Silberman & Company 1992 - 1995
Spindle Publishing Company, Inc 1991 - 1992
Skills
Employee Benefits, Benefits Administration, Customer Service, Brokers, Underwriting, Team Building, Process Improvement, 401k, Management, Health Savings Accounts, Cold Calling, Term Life Insurance, Leadership, Vendor Management, Healthcare, Organizational..., Account Management, Employee Relations, Sales
Education
Geneva College 2002 — 2004
bachelor of Science, Human Resources
Robert Morris University
Associate of Science (A.S.), Finance, General
Strategic Employee Benefit Services January 2015 - Present
Strategic Employee Benefit Services July 2012 - January 2015
MetLife December 1995 - July 2011
A.J. Silberman & Company 1992 - 1995
Spindle Publishing Company, Inc 1991 - 1992
Skills
Employee Benefits, Benefits Administration, Customer Service, Brokers, Underwriting, Team Building, Process Improvement, 401k, Management, Health Savings Accounts, Cold Calling, Term Life Insurance, Leadership, Vendor Management, Healthcare, Organizational..., Account Management, Employee Relations, Sales
Education
Geneva College 2002 — 2004
bachelor of Science, Human Resources
Robert Morris University
Associate of Science (A.S.), Finance, General
John David Woolington's Strategic Employee Benefit Services Experience July 2013 - August 2013
Job Hath carpe'd the diem.
Industry Marketing and Advertising
Experience
Hertz Local Edition October 2014 - Present
Starbucks May 2014 - September 2014
The Cason Group, Inc. October 2013 - May 2014
Strategic Employee Benefit Services July 2013 - August 2013
The Urban Farming Guys May 2013 - June 2013
Southwestern Advantage April 2011 - August 2012
Skills
Sales, Business Intelligence, Business Process..., Business Strategy, Biblical Studies, Biblical Teaching, Business Planning, Small Business, Small Business Online..., Online Travel, Online Research, Microsoft Word, Google Docs, Google Earth, Internet Explorer, Google Apps, Internet Banking, Online Reputation..., Presentation Coaching, Public Speaking, Sales Presentations, Customer Service, PowerPoint
Education
Columbia International University 2010 — 2014
Bachelor of Science (B.S.), Business and Organizational Leadership, GPA 3.67
Hertz Local Edition October 2014 - Present
Starbucks May 2014 - September 2014
The Cason Group, Inc. October 2013 - May 2014
Strategic Employee Benefit Services July 2013 - August 2013
The Urban Farming Guys May 2013 - June 2013
Southwestern Advantage April 2011 - August 2012
Skills
Sales, Business Intelligence, Business Process..., Business Strategy, Biblical Studies, Biblical Teaching, Business Planning, Small Business, Small Business Online..., Online Travel, Online Research, Microsoft Word, Google Docs, Google Earth, Internet Explorer, Google Apps, Internet Banking, Online Reputation..., Presentation Coaching, Public Speaking, Sales Presentations, Customer Service, PowerPoint
Education
Columbia International University 2010 — 2014
Bachelor of Science (B.S.), Business and Organizational Leadership, GPA 3.67
Alan Kacura Alan Kacura's Strategic Employee Benefit Services Experience May 2003 - November 2013
Job VicePresident, Operations at Intrepid
Industry Insurance
Experience
Intrepid November 2013 - Present
Strategic Employee Benefit Services May 2003 - November 2013
Skills
Disability Insurance, Health Insurance, Insurance, Strategic Planning, Benefits Administration, Social Media Marketing, Microsoft Excel, Employee Benefits, Budgets, Microsoft Office, Financial Analysis, Social Media
Education
Chapman University 2006 — 2010
Bachelor of Business Administration (B.B.A.), entrepreneurship, management & philosophy
Intrepid November 2013 - Present
Strategic Employee Benefit Services May 2003 - November 2013
Skills
Disability Insurance, Health Insurance, Insurance, Strategic Planning, Benefits Administration, Social Media Marketing, Microsoft Excel, Employee Benefits, Budgets, Microsoft Office, Financial Analysis, Social Media
Education
Chapman University 2006 — 2010
Bachelor of Business Administration (B.B.A.), entrepreneurship, management & philosophy
Laurie Pombo Laurie Pombo's Strategic Employee Benefit Services Experience 2004 - 2005
Job Deployment Technician at NWN IT
Industry Information Technology and Services
Experience
NWN IT October 2012 - Present
Portamedic September 1998 - Present
Wells Fargo Insurance Services April 2006 - November 2009
Benefit Risk Management Services 2005 - 2006
Strategic Employee Benefit Services 2004 - 2005
LifeMasters June 2000 - August 2004
SmithKline Beecham/Quest Diagnostics 1996 - 1998
Skills
CompTIA A+ Certification, CompTIA Network +..., Windows 7, Active Directory, California State..., Life Agent License #..., Microsoft Office, Microsoft XP/Vista/7, Building Computers, Computer Repair, Maintaining Network, Computer Hardware, Virus Removal, PC Optimization, CompTIA, Laptops, Outlook, Troubleshooting, Windows, Data Entry
Education
TechSkills of Sacramento 2011 — 2012
PC and Network Technology Program, Information Technology, 3.9
American River College
Computer Science
NWN IT October 2012 - Present
Portamedic September 1998 - Present
Wells Fargo Insurance Services April 2006 - November 2009
Benefit Risk Management Services 2005 - 2006
Strategic Employee Benefit Services 2004 - 2005
LifeMasters June 2000 - August 2004
SmithKline Beecham/Quest Diagnostics 1996 - 1998
Skills
CompTIA A+ Certification, CompTIA Network +..., Windows 7, Active Directory, California State..., Life Agent License #..., Microsoft Office, Microsoft XP/Vista/7, Building Computers, Computer Repair, Maintaining Network, Computer Hardware, Virus Removal, PC Optimization, CompTIA, Laptops, Outlook, Troubleshooting, Windows, Data Entry
Education
TechSkills of Sacramento 2011 — 2012
PC and Network Technology Program, Information Technology, 3.9
American River College
Computer Science
Daniela Miranda Canales Daniela Miranda Canales's Strategic Employee Benefit Services Experience September 2009 - December 2013
Job Development Manager at Medical Bridges, Inc.
Industry Nonprofit Organization Management
Experience
Medical Bridges, Inc. January 2014 - Present
Strategic Employee Benefit Services September 2009 - December 2013
Northwestern Mutual 2007 - 2009
Skills
Strategic Financial..., Employee Benefits, Insurance, Investments, Financial Analysis, Mutual Funds, Disability Insurance, Life Insurance, Strategic Planning, Risk Management, Fixed Annuities, Wealth Accumulation, Underwriting, Health Insurance, Wealth Management, Retirement, Sales, Retirement Planning, Account Management, Business Analysis, Sales Management
Education
University of Houston, C.T. Bauer College of Business 2005 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
Medical Bridges, Inc. January 2014 - Present
Strategic Employee Benefit Services September 2009 - December 2013
Northwestern Mutual 2007 - 2009
Skills
Strategic Financial..., Employee Benefits, Insurance, Investments, Financial Analysis, Mutual Funds, Disability Insurance, Life Insurance, Strategic Planning, Risk Management, Fixed Annuities, Wealth Accumulation, Underwriting, Health Insurance, Wealth Management, Retirement, Sales, Retirement Planning, Account Management, Business Analysis, Sales Management
Education
University of Houston, C.T. Bauer College of Business 2005 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
Rose Angelone Rose Angelone's Strategic Employee Benefit Services Experience 2008 - 2009
Job Sales Account Manager, United HealthCare
Industry Insurance
Experience
United HealthCare/Optum February 2014 - Present
S&S HealthCare Strategies 2013 - February 2014
CBIA Health Connections 2009 - 2012
Strategic Employee Benefit Services 2008 - 2009
Anthem Blue Cross and Blue Shield 2002 - 2008
MedSpan Health Options 1995 - 2002
Anthem Blue Cross and Blue Shield 1985 - 1995
Skills
Account Management, Employee Benefits, Sales, Workshop Facilitation, Teamwork, Customer Satisfaction, Health Insurance, Disability Insurance, Insurance, Health Savings Accounts, Life Insurance, Medicare, Strategy
Education
Quinnipiac University
Business
United HealthCare/Optum February 2014 - Present
S&S HealthCare Strategies 2013 - February 2014
CBIA Health Connections 2009 - 2012
Strategic Employee Benefit Services 2008 - 2009
Anthem Blue Cross and Blue Shield 2002 - 2008
MedSpan Health Options 1995 - 2002
Anthem Blue Cross and Blue Shield 1985 - 1995
Skills
Account Management, Employee Benefits, Sales, Workshop Facilitation, Teamwork, Customer Satisfaction, Health Insurance, Disability Insurance, Insurance, Health Savings Accounts, Life Insurance, Medicare, Strategy
Education
Quinnipiac University
Business
Lisa Yurtkuran Lisa Yurtkuran's Strategic Employee Benefit Services Experience December 2002 - March 2011
Job Human Resources Coordinator at Wellington Advisors, LLC
Industry Human Resources
Experience
Wellington Advisors, LLC June 2011 - Present
Strategic Employee Benefit Services December 2002 - March 2011
Strategic Employee Benefit Services June 1998 - September 2002
CareFirst BlueCross BlueShield December 1987 - June 1998
Skills
Insurance, Account Management, Customer Service, Employee Benefits, Payroll Software, Human Resources, Payroll, Sales, Management, Benefits Administration, Program Management, Training, Performance Management, Recruiting, COBRA, Employee Relations, Health Insurance, Life Insurance
Education
Towson University
BA, Business & Marketing
University of Maryland College Park
Business & Marketing
Wellington Advisors, LLC June 2011 - Present
Strategic Employee Benefit Services December 2002 - March 2011
Strategic Employee Benefit Services June 1998 - September 2002
CareFirst BlueCross BlueShield December 1987 - June 1998
Skills
Insurance, Account Management, Customer Service, Employee Benefits, Payroll Software, Human Resources, Payroll, Sales, Management, Benefits Administration, Program Management, Training, Performance Management, Recruiting, COBRA, Employee Relations, Health Insurance, Life Insurance
Education
Towson University
BA, Business & Marketing
University of Maryland College Park
Business & Marketing
Melissa Clifford Melissa Clifford's Strategic Employee Benefit Services Experience January 1999 - August 2012
Job Account Manager at SevenHills Benefit Partners
Industry Insurance
Experience
SevenHills Benefit Partners August 2012 - Present
Strategic Employee Benefit Services January 1999 - August 2012
Skills
Insurance, Time Management, Organizational..., Customer Relations, Microsoft Office, Innovative Problem..., Account Management, Employee Benefits, Customer Service, Life Insurance, Health Savings Accounts, Process Improvement, Health Insurance
Education
The College of St. Scholastica
BA, Business Administration
SevenHills Benefit Partners August 2012 - Present
Strategic Employee Benefit Services January 1999 - August 2012
Skills
Insurance, Time Management, Organizational..., Customer Relations, Microsoft Office, Innovative Problem..., Account Management, Employee Benefits, Customer Service, Life Insurance, Health Savings Accounts, Process Improvement, Health Insurance
Education
The College of St. Scholastica
BA, Business Administration
Jessica Fritz's Strategic Employee Benefit Services Experience November 2013 - May 2014
Job Environmental Science Student at Drexel University
Industry Environmental Services
Experience
Philadelphia Water Department April 2015 - September 2015
Drexel University June 2014 - August 2014
Strategic Employee Benefit Services November 2013 - May 2014
Famous Footwear August 2012 - September 2013
Skills
ArcGIS, Field Work, Microscopy, Environmental Data..., Electrofishing, Seining, Agarose Gel..., Surveying, Microsoft Office, Customer Service, Retail, Store Operations, Public Speaking, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, AutoCAD
Education
Drexel University 2013 — 2018
Environmental Science, 3rd year
Hunterdon Central Regional High School 2009 — 2013
High School
Philadelphia Water Department April 2015 - September 2015
Drexel University June 2014 - August 2014
Strategic Employee Benefit Services November 2013 - May 2014
Famous Footwear August 2012 - September 2013
Skills
ArcGIS, Field Work, Microscopy, Environmental Data..., Electrofishing, Seining, Agarose Gel..., Surveying, Microsoft Office, Customer Service, Retail, Store Operations, Public Speaking, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, AutoCAD
Education
Drexel University 2013 — 2018
Environmental Science, 3rd year
Hunterdon Central Regional High School 2009 — 2013
High School
Jana Farrill Morrelli's Strategic Employee Benefit Services Experience August 2005 - April 2007
Job Director of Sales Operations at Tango Card, Inc.
Industry Computer Software
Experience
Tango Card, Inc. August 2014 - Present
LeanIn.org May 2013 - Present
Multiple Companies February 2013 - June 2014
Seattle Cancer Care Alliance February 2013 - August 2013
Kibble & Prentice, a USI company June 2007 - September 2010
Strategic Employee Benefit Services August 2005 - April 2007
UnitedHealthcare May 2004 - September 2005
Skills
Employee Benefits, Healthcare, Health Insurance, Relationship Management, Insurance, Change Management, Underwriting, Marketing, Customer Service, Account Management, Team Building, Vendor Management, Management, Strategic Planning, Strategy, Project Management, Start-ups, Competitive Analysis, Market Research, Analysis, Leadership, Marketing Strategy, Business Planning, Consulting, Leadership Development..., Sales Process, Salesforce.com, Sales Operations
Education
University of Washington, Michael G. Foster School of Business 2011 — 2014
MBA, Entrepreneurship
Tarleton State University 2000 — 2004
BA, Marketing
Tango Card, Inc. August 2014 - Present
LeanIn.org May 2013 - Present
Multiple Companies February 2013 - June 2014
Seattle Cancer Care Alliance February 2013 - August 2013
Kibble & Prentice, a USI company June 2007 - September 2010
Strategic Employee Benefit Services August 2005 - April 2007
UnitedHealthcare May 2004 - September 2005
Skills
Employee Benefits, Healthcare, Health Insurance, Relationship Management, Insurance, Change Management, Underwriting, Marketing, Customer Service, Account Management, Team Building, Vendor Management, Management, Strategic Planning, Strategy, Project Management, Start-ups, Competitive Analysis, Market Research, Analysis, Leadership, Marketing Strategy, Business Planning, Consulting, Leadership Development..., Sales Process, Salesforce.com, Sales Operations
Education
University of Washington, Michael G. Foster School of Business 2011 — 2014
MBA, Entrepreneurship
Tarleton State University 2000 — 2004
BA, Marketing
Jim Odegard Jim Odegard's Strategic Employee Benefit Services Experience Special Operations EngineerUS ArmySeptember 1981 - September 1985
Job Employee Benefit Specialist at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services Special Operations EngineerUS ArmySeptember 1981 - September 1985
Skills
Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Benefits Administration, Insurance, COBRA, Health Savings Accounts, Life Insurance, Customer Service, Brokers
Education
University of Minnesota-Twin Cities 1986 — 1990
B.A., Political Science
Strategic Employee Benefit Services Special Operations EngineerUS ArmySeptember 1981 - September 1985
Skills
Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Benefits Administration, Insurance, COBRA, Health Savings Accounts, Life Insurance, Customer Service, Brokers
Education
University of Minnesota-Twin Cities 1986 — 1990
B.A., Political Science
Marilyn Paumen Marilyn Paumen's Strategic Employee Benefit Services Experience May 2007 - October 2011
Job Sales Assistant
Industry Automotive
Experience
Cornerstone Auto Resource September 2012 - Present
Strategic Employee Benefit Services May 2007 - October 2011
Association Marketing Systems October 1995 - May 2007
Skills
Account Management, Employee Benefits, Microsoft Excel, Cold Calling, CRM
Education
Anoka Ramsey Community College 1985 — 1986
1986, Secretarial Degree
Secretarial
Life and Health
Cornerstone Auto Resource September 2012 - Present
Strategic Employee Benefit Services May 2007 - October 2011
Association Marketing Systems October 1995 - May 2007
Skills
Account Management, Employee Benefits, Microsoft Excel, Cold Calling, CRM
Education
Anoka Ramsey Community College 1985 — 1986
1986, Secretarial Degree
Secretarial
Life and Health
Renae Guell Renae Guell's Strategic Employee Benefit Services Experience August 2008 - January 2014
Job Agnesian Healthcare
Industry Human Resources
Experience
Agnesian HealthCare October 2014 - Present
RC Insurance Services January 2014 - Present
Strategic Employee Benefit Services August 2008 - January 2014
Anthem Blue Cross and Blue Shield 1994 - 2007
Skills
Health Savings Accounts, Wellness Programs, Employee Benefits, Insurance, Customer Service, Health Insurance, Disability Insurance, Employee Wellness, Benefits Administration, Sales Management, Life Insurance, Group Medical, COBRA, Term Life Insurance, Brokers, Health Care Reform, Voluntary Employee...
Education
Silver Lake College 1998 — 2001
Management
Moraine Park Technical College 1989 — 1992
Winnebago Lutheran Academy 1984 — 1989
Agnesian HealthCare October 2014 - Present
RC Insurance Services January 2014 - Present
Strategic Employee Benefit Services August 2008 - January 2014
Anthem Blue Cross and Blue Shield 1994 - 2007
Skills
Health Savings Accounts, Wellness Programs, Employee Benefits, Insurance, Customer Service, Health Insurance, Disability Insurance, Employee Wellness, Benefits Administration, Sales Management, Life Insurance, Group Medical, COBRA, Term Life Insurance, Brokers, Health Care Reform, Voluntary Employee...
Education
Silver Lake College 1998 — 2001
Management
Moraine Park Technical College 1989 — 1992
Winnebago Lutheran Academy 1984 — 1989
Holly Sanders Holly Sanders's Strategic Employee Benefit Services Experience July 2006 - January 2011
Job VIP Account Manager at Zynga
Industry Insurance
Experience
Zynga February 2015 - Present
Mercer September 2014 - December 2014
Jellyvision July 2012 - October 2012
Strategic Employee Benefit Services July 2006 - January 2011
CCA Strategies LLC July 2005 - July 2006
ADP TotalSource July 2002 - October 2004
ADP TotalSource August 2000 - July 2002
Louis A. Weiss Memorial Hospital July 1999 - August 2000
Northwestern Community Medical Group (NCMG) November 1997 - July 1999
NMPG June 1997 - November 1997
Skills
Benefits Administration, Leave Administration, Open Enrollment, Benefits Communication, Plan Administration, Plan Design, Employee Education, Group Medical, Benefits Strategy, Claims Resolution, Fully Insured, Healthcare Strategy, Employee Benefits, HRIS, Healthcare, Insurance, Human Resources, Training, Disability Insurance, New Hire Orientations, COBRA, Payroll, Employee Training, FMLA, Management, Business Planning
Education
Eastern Michigan University
General Studies
Oakland University 1987 — 1988
General Studies
Zynga February 2015 - Present
Mercer September 2014 - December 2014
Jellyvision July 2012 - October 2012
Strategic Employee Benefit Services July 2006 - January 2011
CCA Strategies LLC July 2005 - July 2006
ADP TotalSource July 2002 - October 2004
ADP TotalSource August 2000 - July 2002
Louis A. Weiss Memorial Hospital July 1999 - August 2000
Northwestern Community Medical Group (NCMG) November 1997 - July 1999
NMPG June 1997 - November 1997
Skills
Benefits Administration, Leave Administration, Open Enrollment, Benefits Communication, Plan Administration, Plan Design, Employee Education, Group Medical, Benefits Strategy, Claims Resolution, Fully Insured, Healthcare Strategy, Employee Benefits, HRIS, Healthcare, Insurance, Human Resources, Training, Disability Insurance, New Hire Orientations, COBRA, Payroll, Employee Training, FMLA, Management, Business Planning
Education
Eastern Michigan University
General Studies
Oakland University 1987 — 1988
General Studies
Michele Scardella's Strategic Employee Benefit Services Experience February 2013 - Present
Job Account Manager at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services February 2013 - Present
EBS-RMSCO Inc November 2011 - September 2012
Excellus BlueCross BlueShield April 2001 - September 2011
Prepaid Health Plan/Univera Healthcare October 1990 - April 2001
Prepaid Health Plan August 1984 - October 1990
Skills
Health Savings Accounts, Benefits Administration, Health, COBRA, Dental, Account Management, Insurance, Long Term Care, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Health Care Reform, Group Insurance, Insurance Brokerage, Flexible Spending..., Brokers, Self-funded, PPO, HRA, Medicare, Long-term Care, Dentistry, Managed Care, Claim, Underwriting
Education
State University of New York College at Oswego 2005 — 2007
Bachelor of Arts (BA), Cum Laude
Cayuga Community College 2001 — 2005
Associate, Applied Science; Business Administration
C.W. Baker High School 1981 — 1983
Strategic Employee Benefit Services February 2013 - Present
EBS-RMSCO Inc November 2011 - September 2012
Excellus BlueCross BlueShield April 2001 - September 2011
Prepaid Health Plan/Univera Healthcare October 1990 - April 2001
Prepaid Health Plan August 1984 - October 1990
Skills
Health Savings Accounts, Benefits Administration, Health, COBRA, Dental, Account Management, Insurance, Long Term Care, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Health Care Reform, Group Insurance, Insurance Brokerage, Flexible Spending..., Brokers, Self-funded, PPO, HRA, Medicare, Long-term Care, Dentistry, Managed Care, Claim, Underwriting
Education
State University of New York College at Oswego 2005 — 2007
Bachelor of Arts (BA), Cum Laude
Cayuga Community College 2001 — 2005
Associate, Applied Science; Business Administration
C.W. Baker High School 1981 — 1983
Mary Carol Parker, PHR Mary Carol Parker, PHR's Strategic Employee Benefit Services Experience March 2002 - February 2007
Job Vice President HR Consultant at Alliance Benefit Group
Industry Insurance
Experience
Alliance Benefit Group April 2007 - Present
Strategic Employee Benefit Services March 2002 - February 2007
Clayton L. Scroggins Associates, Inc. May 1982 - April 2002
Skills
Onboarding, Talent Management, Payroll, Employee Benefits, Employee Relations, Team Building, Succession Planning, Human Resources, HR Consulting, Performance Management
Education
University of Cincinnati 1973 — 1978
Bachelor, Personnel & Industrial Relations
Alliance Benefit Group April 2007 - Present
Strategic Employee Benefit Services March 2002 - February 2007
Clayton L. Scroggins Associates, Inc. May 1982 - April 2002
Skills
Onboarding, Talent Management, Payroll, Employee Benefits, Employee Relations, Team Building, Succession Planning, Human Resources, HR Consulting, Performance Management
Education
University of Cincinnati 1973 — 1978
Bachelor, Personnel & Industrial Relations
John Newcome John Newcome's Strategic Employee Benefit Services Experience February 1997 - July 2001
Job Vice President & Consultant at Kelly Benefit Strategies
Industry Insurance
Experience
Kelly Benefit Strategies July 2001 - Present
Strategic Employee Benefit Services February 1997 - July 2001
National Student Services September 1993 - January 1997
Skills
Employee Benefits, Benefits, Insurance, Project Management, Self-funded, ERISA, Healthcare, Consulting, Health Insurance, Disability Insurance, Benefits Administration, Risk Management, Life Insurance, Claim, Leadership, Account Management, Brokers, Long-term Care, Term Life Insurance, Health Savings Accounts, COBRA, Open Enrollment, Retirement, Workers Compensation, Underwriting, Defined Benefit, Health Care Reform, Critical Illness, Strategic Planning
Education
West Chester University of Pennsylvania 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Rochester Institute of Technology 1989 — 1990
Kelly Benefit Strategies July 2001 - Present
Strategic Employee Benefit Services February 1997 - July 2001
National Student Services September 1993 - January 1997
Skills
Employee Benefits, Benefits, Insurance, Project Management, Self-funded, ERISA, Healthcare, Consulting, Health Insurance, Disability Insurance, Benefits Administration, Risk Management, Life Insurance, Claim, Leadership, Account Management, Brokers, Long-term Care, Term Life Insurance, Health Savings Accounts, COBRA, Open Enrollment, Retirement, Workers Compensation, Underwriting, Defined Benefit, Health Care Reform, Critical Illness, Strategic Planning
Education
West Chester University of Pennsylvania 1991 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Rochester Institute of Technology 1989 — 1990
Devin J. Green Devin J. Green's Strategic Employee Benefit Services Experience May 2013 - August 2013
Job Proprietary Trader at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC October 2014 - Present
Gelber Group LLC June 2014 - August 2014
Strategic Employee Benefit Services May 2013 - August 2013
Dynasty Advisors April 2013 - July 2013
AJA Delivery Services Inc May 2012 - October 2012
Ocean Arcade January 2010 - January 2012
Skills
Bloomberg Terminal, Team Leadership, Problem Solving, Microsoft Office, Microsoft Excel, People Skills, Management
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts, Business
Gelber Group LLC October 2014 - Present
Gelber Group LLC June 2014 - August 2014
Strategic Employee Benefit Services May 2013 - August 2013
Dynasty Advisors April 2013 - July 2013
AJA Delivery Services Inc May 2012 - October 2012
Ocean Arcade January 2010 - January 2012
Skills
Bloomberg Terminal, Team Leadership, Problem Solving, Microsoft Office, Microsoft Excel, People Skills, Management
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts, Business
Shannon Hasling Shannon Hasling's Strategic Employee Benefit Services Experience September 2007 - June 2008
Job Senior Proposal Editor at Towers Watson
Industry Financial Services
Experience
Towers Watson June 2008 - Present
Strategic Employee Benefit Services September 2007 - June 2008
Target January 2007 - September 2007
Skills
Editing, Writing, Outlook, Microsoft Excel, Microsoft Office, Proofreading, Copy Editing, PowerPoint, Technical Writing
Education
Saint Mary's University of Minnesota 2002 — 2006
Bachelor of Arts, English
Towers Watson June 2008 - Present
Strategic Employee Benefit Services September 2007 - June 2008
Target January 2007 - September 2007
Skills
Editing, Writing, Outlook, Microsoft Excel, Microsoft Office, Proofreading, Copy Editing, PowerPoint, Technical Writing
Education
Saint Mary's University of Minnesota 2002 — 2006
Bachelor of Arts, English
Amy Mahoney Amy Mahoney's Strategic Employee Benefit Services Experience October 2007 - September 2011
Job Owner at Playful Pottery
Industry Insurance
Experience
Playful Pottery January 2013 - Present
Strategic Employee Benefit Services October 2007 - September 2011
Henson & Talley, LLP August 2006 - October 2007
Sowell Gray Stepp & Laffitte, LLC August 2005 - August 2006
Education
Appalachian State University
Bachelors of Science Degree, Communication / Public Relations
Life & Health Insurance License for the State of North Carolina
Playful Pottery January 2013 - Present
Strategic Employee Benefit Services October 2007 - September 2011
Henson & Talley, LLP August 2006 - October 2007
Sowell Gray Stepp & Laffitte, LLC August 2005 - August 2006
Education
Appalachian State University
Bachelors of Science Degree, Communication / Public Relations
Life & Health Insurance License for the State of North Carolina
Summer Kotb Summer Kotb's Strategic Employee Benefit Services Experience May 2008 - August 2008
Job Analyst, Investment Banking at Maxim Group
Industry International Affairs
Experience
Maxim Group October 2013 - Present
Women for Women International June 2012 - Present
MEBS International August 2011 - June 2012
Strategic Employee Benefit Services May 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Data Analysis, International Relations, Project Coordination, Middle East, Women's Issues, Microsoft SQL Server, Administrative Work, Project Management, Nonprofits, Access, Team Leadership, Teamwork, Outlook, Microsoft Word, International..., Fundraising, Customer Service, Editing, Market Research, Proposal Writing, Facebook, Marketing Communications, Higher Education, Blogging, Social Media Marketing
Education
James Madison University 2007 — 2011
Bachelor of Arts, International Affairs, Concentration: Middle East
Maxim Group October 2013 - Present
Women for Women International June 2012 - Present
MEBS International August 2011 - June 2012
Strategic Employee Benefit Services May 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Data Analysis, International Relations, Project Coordination, Middle East, Women's Issues, Microsoft SQL Server, Administrative Work, Project Management, Nonprofits, Access, Team Leadership, Teamwork, Outlook, Microsoft Word, International..., Fundraising, Customer Service, Editing, Market Research, Proposal Writing, Facebook, Marketing Communications, Higher Education, Blogging, Social Media Marketing
Education
James Madison University 2007 — 2011
Bachelor of Arts, International Affairs, Concentration: Middle East
Allan F. Alper Allan F. Alper's Strategic Employee Benefit Services Experience 2000 - Present
Job Employee Benefit Specialist
Industry Insurance
Experience
Strategic Employee Benefit Services 2000 - Present
Northwestern Mutual Financial Network, The Bender Financial Group 2000 - Present
Skills
Disability Insurance, Insurance, Life Insurance, Group Medical, Employee Benefits, Health Insurance, Long-term Care, Small Business, Estate Planning, 401k, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Health Savings Accounts, Strategic Planning
Education
University of Bridgeport
Strategic Employee Benefit Services 2000 - Present
Northwestern Mutual Financial Network, The Bender Financial Group 2000 - Present
Skills
Disability Insurance, Insurance, Life Insurance, Group Medical, Employee Benefits, Health Insurance, Long-term Care, Small Business, Estate Planning, 401k, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Health Savings Accounts, Strategic Planning
Education
University of Bridgeport
Bradley J. Botts, MPM, PMP Bradley J. Botts, MPM, PMP's Strategic Employee Benefit Services Experience September 2008 - January 2010
Job Vice President of Client Services & Technology at Banyan Consulting Group
Industry Management Consulting
Experience
Banyan Consulting Group, Inc. July 2013 - Present
North Carolina Chapter of PMI January 2014 - Present
North Carolina Chapter of the Project Management Institute (NCPMI) March 2013 - February 2014
ALOE Services August 2012 - July 2013
Netsmart Technologies January 2010 - August 2012
Strategic Employee Benefit Services September 2008 - January 2010
North Carolina Wesleyan College May 2008 - January 2010
The All-Star Group Companies, Inc. July 2001 - June 2008
Solution Services Management Group, Inc. January 1997 - July 2001
Memorex Telex January 1981 - December 1996
Skills
Strategic Planning, Customer Service, Negotiation, Problem Solving, Operations Management, Contract Negotiation, Team Building, Process Improvement, Customer Relations, Budgeting, Coaching, Mentoring, Organizational..., Team Leadership, Microsoft Office, Public Speaking, Excel, Planning, Business Analysis, Project Planning, PowerPoint, Administration, Business Management, Cross-functional Team..., Vendor Relations, New Business Development, Contract Management, Word, Business Strategy, Technical Writing, Windows, Supervisory Skills, SharePoint, Troubleshooting, Vendor Management, Proposal Writing, Performance Management, Purchasing, Analysis, Program Management, Management, Budgets, System Administration, Microsoft Excel, Training, Leadership Development, Project Management, Microsoft Word, Business Process, Business Planning
Education
Western Carolina University 2006 — 2007
Masters Degree (MPM), Project Management
North Carolina Wesleyan College 2000 — 2003
Bachelor of Science Degree (BSBA), Business Administration
Northern Virginia Community College 1977 — 1993
AAS, Computer Information Systems
Banyan Consulting Group, Inc. July 2013 - Present
North Carolina Chapter of PMI January 2014 - Present
North Carolina Chapter of the Project Management Institute (NCPMI) March 2013 - February 2014
ALOE Services August 2012 - July 2013
Netsmart Technologies January 2010 - August 2012
Strategic Employee Benefit Services September 2008 - January 2010
North Carolina Wesleyan College May 2008 - January 2010
The All-Star Group Companies, Inc. July 2001 - June 2008
Solution Services Management Group, Inc. January 1997 - July 2001
Memorex Telex January 1981 - December 1996
Skills
Strategic Planning, Customer Service, Negotiation, Problem Solving, Operations Management, Contract Negotiation, Team Building, Process Improvement, Customer Relations, Budgeting, Coaching, Mentoring, Organizational..., Team Leadership, Microsoft Office, Public Speaking, Excel, Planning, Business Analysis, Project Planning, PowerPoint, Administration, Business Management, Cross-functional Team..., Vendor Relations, New Business Development, Contract Management, Word, Business Strategy, Technical Writing, Windows, Supervisory Skills, SharePoint, Troubleshooting, Vendor Management, Proposal Writing, Performance Management, Purchasing, Analysis, Program Management, Management, Budgets, System Administration, Microsoft Excel, Training, Leadership Development, Project Management, Microsoft Word, Business Process, Business Planning
Education
Western Carolina University 2006 — 2007
Masters Degree (MPM), Project Management
North Carolina Wesleyan College 2000 — 2003
Bachelor of Science Degree (BSBA), Business Administration
Northern Virginia Community College 1977 — 1993
AAS, Computer Information Systems
Kirsten Sandhofer, RHU, REBC Kirsten Sandhofer, RHU, REBC's Strategic Employee Benefit Services Experience September 2010 - November 2011
Job Director of Benefits, Compensation and Risk Management at PCF Publishers Circulation Fulfillment
Industry Human Resources
Experience
PCF - Publishers Circulation Fulfillment September 2013 - Present
KS Consulting January 2012 - Present
Armada Consulting Group March 2012 - June 2013
Strategic Employee Benefit Services September 2010 - November 2011
Avatech Solutions July 2006 - August 2010
Veolia Transportation July 2003 - January 2006
LifeBridge Health (Levindale Geriatric Center & Hospital) July 2002 - May 2003
Keswick Multi-Care Center April 1999 - July 2002
Susquehanna Bank March 1989 - April 1999
Skills
Benefits Administration, Training & Development, Employee Relations, Employee Benefits, Payroll, Compliance, Union, EEOC, Labor Relations, HR Policies, Talent Acquisition, Employment Law, HR Strategy, FMLA, Coaching, ADP, Personnel Management, ADP Payroll, Employee Training, Onboarding, Mergers & Acquisitions, HRIS, Workforce Planning, New Hire Orientations, Recruiting, Performance Management, Training, HR Consulting, Organizational..., Hiring, Temporary Placement, Management, Deferred Compensation, Policy, Employee Handbooks, Compensation & Benefit, Succession Planning, Strategy, Employee Engagement, Job Descriptions, Applicant Tracking...
Education
Towson University
Master of Science (MS), Human Resources Development
University of Baltimore
Bachelor's degree, Business Management
PCF - Publishers Circulation Fulfillment September 2013 - Present
KS Consulting January 2012 - Present
Armada Consulting Group March 2012 - June 2013
Strategic Employee Benefit Services September 2010 - November 2011
Avatech Solutions July 2006 - August 2010
Veolia Transportation July 2003 - January 2006
LifeBridge Health (Levindale Geriatric Center & Hospital) July 2002 - May 2003
Keswick Multi-Care Center April 1999 - July 2002
Susquehanna Bank March 1989 - April 1999
Skills
Benefits Administration, Training & Development, Employee Relations, Employee Benefits, Payroll, Compliance, Union, EEOC, Labor Relations, HR Policies, Talent Acquisition, Employment Law, HR Strategy, FMLA, Coaching, ADP, Personnel Management, ADP Payroll, Employee Training, Onboarding, Mergers & Acquisitions, HRIS, Workforce Planning, New Hire Orientations, Recruiting, Performance Management, Training, HR Consulting, Organizational..., Hiring, Temporary Placement, Management, Deferred Compensation, Policy, Employee Handbooks, Compensation & Benefit, Succession Planning, Strategy, Employee Engagement, Job Descriptions, Applicant Tracking...
Education
Towson University
Master of Science (MS), Human Resources Development
University of Baltimore
Bachelor's degree, Business Management
Sara Cerutti Sara Cerutti's Strategic Employee Benefit Services Experience July 2006 - May 2008
Job Account Manager at RiskPoint Insurance
Industry Insurance
Experience
RiskPoint Insurance July 2015 - Present
Willis September 2014 - July 2015
Coordinated Resources Group August 2013 - September 2014
LifeWise Health Plan of Oregon May 2008 - August 2013
Strategic Employee Benefit Services July 2006 - May 2008
Skills
Health Insurance, Employee Benefits, Insurance, Customer Service, Brokers, Claim, Disability Insurance, Marketing, Microsoft Excel, Process Improvement, Sales, Strategic Planning, Life Insurance, Health Savings Accounts, Term Life Insurance, Account Management, Benefits Administration, Long-term Care, Healthcare, COBRA
Education
Portland State University 2003 — 2005
Bachelor of Science, Human Resource Management & General Management
Clackamas Community College 2001 — 2003
Associates Degree, Business
RiskPoint Insurance July 2015 - Present
Willis September 2014 - July 2015
Coordinated Resources Group August 2013 - September 2014
LifeWise Health Plan of Oregon May 2008 - August 2013
Strategic Employee Benefit Services July 2006 - May 2008
Skills
Health Insurance, Employee Benefits, Insurance, Customer Service, Brokers, Claim, Disability Insurance, Marketing, Microsoft Excel, Process Improvement, Sales, Strategic Planning, Life Insurance, Health Savings Accounts, Term Life Insurance, Account Management, Benefits Administration, Long-term Care, Healthcare, COBRA
Education
Portland State University 2003 — 2005
Bachelor of Science, Human Resource Management & General Management
Clackamas Community College 2001 — 2003
Associates Degree, Business
Lisa Surrett's Strategic Employee Benefit Services Experience 2003 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Office of the Chapter 13 Trustee April 2013 - May 2015
Strategic Employee Benefit Services 2003 - 2012
Education
Pellissippi State Community College 1993 — 1995
Associate's degree, Legal Assistant/Paralegal
Office of the Chapter 13 Trustee April 2013 - May 2015
Strategic Employee Benefit Services 2003 - 2012
Education
Pellissippi State Community College 1993 — 1995
Associate's degree, Legal Assistant/Paralegal
Randal Collins Randal Collins's Strategic Employee Benefit Services Experience July 2013 - May 2014
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Strategic Employee Benefit Services July 2013 - May 2014
Northwestern Mutual January 2013 - June 2013
Skills
Mutual Funds, Retirement, Retirement Planning, Investments, Series 7, Strategic Financial..., Series 63, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Time Management
Education
Arizona State University 2010 — 2014
Bachelor of Science (B.S.), Finance
CFA Institute
Vanguard June 2014 - Present
Strategic Employee Benefit Services July 2013 - May 2014
Northwestern Mutual January 2013 - June 2013
Skills
Mutual Funds, Retirement, Retirement Planning, Investments, Series 7, Strategic Financial..., Series 63, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Time Management
Education
Arizona State University 2010 — 2014
Bachelor of Science (B.S.), Finance
CFA Institute
Elizabeth Meyers's Strategic Employee Benefit Services Experience May 2006 - July 2010
Job Dental Insurance Sales
Industry Insurance
Experience
United Concordia Dental August 2013 - Present
Health Advocate November 2010 - August 2013
Strategic Employee Benefit Services May 2006 - July 2010
UnitedHealthcare January 2004 - May 2006
UnitedHealthcare July 2003 - December 2003
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, Sales, Healthcare, Disability Insurance, Managed Care, Benefits Administration, New Business Development, Customer Service, Leadership, Strategic Planning, Health Savings Accounts, Sales Management, COBRA, Employee Wellness..., Solution Selling, Open Enrollment, Sales Presentations, Flexible Spending..., Human Resources, Brokers, HIPAA, Management, Selling, Health Care Reform
Education
University of North Carolina at Chapel Hill 1999 — 2003
BA; BA, Management and Society; Psychology
Beddingfield High School 1995 — 1999
United Concordia Dental August 2013 - Present
Health Advocate November 2010 - August 2013
Strategic Employee Benefit Services May 2006 - July 2010
UnitedHealthcare January 2004 - May 2006
UnitedHealthcare July 2003 - December 2003
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, Sales, Healthcare, Disability Insurance, Managed Care, Benefits Administration, New Business Development, Customer Service, Leadership, Strategic Planning, Health Savings Accounts, Sales Management, COBRA, Employee Wellness..., Solution Selling, Open Enrollment, Sales Presentations, Flexible Spending..., Human Resources, Brokers, HIPAA, Management, Selling, Health Care Reform
Education
University of North Carolina at Chapel Hill 1999 — 2003
BA; BA, Management and Society; Psychology
Beddingfield High School 1995 — 1999
Carol Jean Evans Carol Jean Evans's Strategic Employee Benefit Services Experience October 2005 - February 2009
Job Sales Consultant
Industry Insurance
Experience
Anthem August 2013 - Present
Carol Jean Evans Agency June 1990 - Present
SelectQuote Senior Insurance Services July 2012 - December 2012
Horizon Blue Cross Blue Shield of New Jersey October 2010 - December 2010
Northwestern Mutual Financial Network October 2005 - March 2009
Strategic Employee Benefit Services October 2005 - February 2009
Education
Center of Bilingual Multicultural Studies in Cuernavaca, Morelos Mexico
Extensive Comprehensive Spanish, Mexican Art, History and Culture
New Mexico State Corrections Academy, Santa Fe, NM
Correctional Officer Academy Graduate, New Mexico Department of Corrections
New Mexico State University
Criminal Justice
The American College
Diploma in Life Insurance Marketing, Life Underwriter Training Council, Estate Planning, Personal and Business Insurance
Anthem August 2013 - Present
Carol Jean Evans Agency June 1990 - Present
SelectQuote Senior Insurance Services July 2012 - December 2012
Horizon Blue Cross Blue Shield of New Jersey October 2010 - December 2010
Northwestern Mutual Financial Network October 2005 - March 2009
Strategic Employee Benefit Services October 2005 - February 2009
Education
Center of Bilingual Multicultural Studies in Cuernavaca, Morelos Mexico
Extensive Comprehensive Spanish, Mexican Art, History and Culture
New Mexico State Corrections Academy, Santa Fe, NM
Correctional Officer Academy Graduate, New Mexico Department of Corrections
New Mexico State University
Criminal Justice
The American College
Diploma in Life Insurance Marketing, Life Underwriter Training Council, Estate Planning, Personal and Business Insurance
Douglas Fry Douglas Fry's Strategic Employee Benefit Services Experience December 2012 - Present
Job Director and Employee Benefit Specialist at Strategic Employee Benefit Services
Industry Financial Services
Experience
Strategic Employee Benefit Services December 2012 - Present
PacificSource Health Plans September 2009 - September 2012
Primary Health Plan May 2003 - September 2009
Micron Electronics 1996 - 2000
Skills
Employee Benefits, Health Insurance, HRA, Health Savings Accounts, Claims Management, Individual Health..., Disability Insurance, Group Life, Vision Insurance, Dental Insurance, Group Insurance, Group Medical, Health Insurance..., Term Life Insurance, Insurance, Medicare, COBRA, Sales, Social Media, Public Speaking, Internal Communications, Teamwork, Customer Service, Strategic Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
St. Olaf College 1992 — 1995
Bachelor of Arts (B.A.), Russian Language and Literature
Strategic Employee Benefit Services December 2012 - Present
PacificSource Health Plans September 2009 - September 2012
Primary Health Plan May 2003 - September 2009
Micron Electronics 1996 - 2000
Skills
Employee Benefits, Health Insurance, HRA, Health Savings Accounts, Claims Management, Individual Health..., Disability Insurance, Group Life, Vision Insurance, Dental Insurance, Group Insurance, Group Medical, Health Insurance..., Term Life Insurance, Insurance, Medicare, COBRA, Sales, Social Media, Public Speaking, Internal Communications, Teamwork, Customer Service, Strategic Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
St. Olaf College 1992 — 1995
Bachelor of Arts (B.A.), Russian Language and Literature
Amy Esposito Amy Esposito's Strategic Employee Benefit Services Experience September 2007 - March 2012
Job Senior Client Services Associate at Travelzoo
Industry Insurance
Experience
Travelzoo April 2014 - Present
Travelzoo February 2012 - Present
Strategic Employee Benefit Services September 2007 - March 2012
Strategic Employee Benefit Services September 2007 - October 2009
Mark Shale August 2002 - May 2008
Skills
Account Management, Customer Service, Digital Marketing, Project Planning, Online Marketing, Microsoft Office, Salesforce.com, Sales, Client Services, Client Retention, Leadership, Customer Satisfaction, Time Management, Project Management
Education
Columbia College Chicago
Bachelors of Arts, Entertainment and Media Management
Travelzoo April 2014 - Present
Travelzoo February 2012 - Present
Strategic Employee Benefit Services September 2007 - March 2012
Strategic Employee Benefit Services September 2007 - October 2009
Mark Shale August 2002 - May 2008
Skills
Account Management, Customer Service, Digital Marketing, Project Planning, Online Marketing, Microsoft Office, Salesforce.com, Sales, Client Services, Client Retention, Leadership, Customer Satisfaction, Time Management, Project Management
Education
Columbia College Chicago
Bachelors of Arts, Entertainment and Media Management
Dan Majernik's Strategic Employee Benefit Services Experience March 2015 - Present
Job Employee Benefits Specialist at Strategic Employee Benefit Services
Industry Telecommunications
Experience
Strategic Employee Benefit Services March 2015 - Present
Highmark November 2011 - February 2015
Face 2 Face Sales Solutions 2003 - November 2011
TRG Customer Solutions February 1993 - April 2010
TRG 1993 - April 2010
Skills
Call Center, BPO, Outsourcing, Account Management, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Cross-functional Team..., Customer Satisfaction, Leadership, Offshoring, Strategic Partnerships, Team Building, Training, Time Management, Call Centers, Performance Management, Team Management, Vendor Management, Recruiting, Customer Experience, Management, Process Improvement, Sales Operations, Direct Sales, Program Management, Executive Management, Service Delivery, Lead Generation, Customer Retention, Telecommunications, Quality Assurance, CRM, Team Leadership, Coaching, Change Management, Financial Services, Operations Management, Customer Service, Sales Management, Process Management, Inbound Marketing, Project Management, Human Resources, Sales Process, Strategy, Talent Acquisition, Relationship Management
Education
Indiana University of Pennsylvania 1993 — 1999
BS, Respiratory Therapy
Sacred Heart Taftville
West Mifflin
West Mifflin
Strategic Employee Benefit Services March 2015 - Present
Highmark November 2011 - February 2015
Face 2 Face Sales Solutions 2003 - November 2011
TRG Customer Solutions February 1993 - April 2010
TRG 1993 - April 2010
Skills
Call Center, BPO, Outsourcing, Account Management, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Cross-functional Team..., Customer Satisfaction, Leadership, Offshoring, Strategic Partnerships, Team Building, Training, Time Management, Call Centers, Performance Management, Team Management, Vendor Management, Recruiting, Customer Experience, Management, Process Improvement, Sales Operations, Direct Sales, Program Management, Executive Management, Service Delivery, Lead Generation, Customer Retention, Telecommunications, Quality Assurance, CRM, Team Leadership, Coaching, Change Management, Financial Services, Operations Management, Customer Service, Sales Management, Process Management, Inbound Marketing, Project Management, Human Resources, Sales Process, Strategy, Talent Acquisition, Relationship Management
Education
Indiana University of Pennsylvania 1993 — 1999
BS, Respiratory Therapy
Sacred Heart Taftville
West Mifflin
West Mifflin
Brandon Kahoush's Strategic Employee Benefit Services Experience November 2011 - December 2012
Job Law Clerk at Kaufman Dolowich & Voluck, LLP
Industry Law Practice
Experience
Kaufman Dolowich & Voluck, LLP February 2015 - Present
Santa Clara County, Office of the District Attorney May 2014 - August 2014
Strategic Employee Benefit Services November 2011 - December 2012
Superior Court of Santa Clara County June 2011 - August 2011
Education
University of San Francisco School of Law 2013 — 2016
Class Rank - Top 10%
Chapman University 2009 — 2013
Bachelor of Arts, Cum Laude, Political Science and Economics
Bellarmine College Preparatory 2005 — 2009
Kaufman Dolowich & Voluck, LLP February 2015 - Present
Santa Clara County, Office of the District Attorney May 2014 - August 2014
Strategic Employee Benefit Services November 2011 - December 2012
Superior Court of Santa Clara County June 2011 - August 2011
Education
University of San Francisco School of Law 2013 — 2016
Class Rank - Top 10%
Chapman University 2009 — 2013
Bachelor of Arts, Cum Laude, Political Science and Economics
Bellarmine College Preparatory 2005 — 2009
Amy Sandusky's Strategic Employee Benefit Services Experience April 2007 - February 2010
Job Life & Health Producer at Thomson Smith & Leach Insurance Group
Industry Insurance
Experience
Thomson Smith & Leach Insurance Group February 2010 - Present
Strategic Employee Benefit Services April 2007 - February 2010
Skills
Life Insurance, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Marketing, Internal Communications
Education
University of Phoenix- Lafayette 2005 — 2007
Business Administration and Management, General
University of Louisiana at Lafayette 1998 — 2000
Thomson Smith & Leach Insurance Group February 2010 - Present
Strategic Employee Benefit Services April 2007 - February 2010
Skills
Life Insurance, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Marketing, Internal Communications
Education
University of Phoenix- Lafayette 2005 — 2007
Business Administration and Management, General
University of Louisiana at Lafayette 1998 — 2000
Megan Sickles Megan Sickles's Strategic Employee Benefit Services Experience May 2011 - December 2011
Job Market Solutions Team Advisor at Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors May 2014 - Present
Digital Benefit Advisors May 2013 - May 2014
Digital Benefit Advisors January 2012 - April 2013
Strategic Employee Benefit Services May 2011 - December 2011
BrownGreer PLC February 2011 - April 2011
Longwood University Golf Course October 2009 - November 2010
ZipRealty - Barbara Thomas June 2010 - August 2010
Bay Auto Service, INC July 2009 - August 2009
Immortalis Botanicals October 2008 - December 2008
Skills
Microsoft Excel, Blogging, Insurance, Customer Service, Microsoft Office, Health Insurance, Employee Benefits, Data Entry, Microsoft Office 2007, Customer Satisfaction, File Management, Clerical Work, Outlook, Time Management, Building Relationships, People Skills, Licensed Life & Health..., Management, Leadership, Training
Education
Longwood University 2006 — 2010
Bachelor of Arts, English
Digital Benefit Advisors May 2014 - Present
Digital Benefit Advisors May 2013 - May 2014
Digital Benefit Advisors January 2012 - April 2013
Strategic Employee Benefit Services May 2011 - December 2011
BrownGreer PLC February 2011 - April 2011
Longwood University Golf Course October 2009 - November 2010
ZipRealty - Barbara Thomas June 2010 - August 2010
Bay Auto Service, INC July 2009 - August 2009
Immortalis Botanicals October 2008 - December 2008
Skills
Microsoft Excel, Blogging, Insurance, Customer Service, Microsoft Office, Health Insurance, Employee Benefits, Data Entry, Microsoft Office 2007, Customer Satisfaction, File Management, Clerical Work, Outlook, Time Management, Building Relationships, People Skills, Licensed Life & Health..., Management, Leadership, Training
Education
Longwood University 2006 — 2010
Bachelor of Arts, English
Sara Mallette Sara Mallette's Strategic Employee Benefit Services Experience July 2007 - December 2012
Job Benefits Consultant Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors January 2012 - Present
Strategic Employee Benefit Services July 2007 - December 2012
Skills
Business Strategy, Business Planning, Strategic Planning, Management, Risk Management, Investments, New Business Development, Marketing Strategy, Project Management, Health Insurance, Life Insurance, Leadership, Long-term Care, Employee Benefits, Disability Insurance, Team Building, Customer Service, Term Life Insurance, Brokers, Underwriting, Small Business, Microsoft Office
Education
Muskingum College
Bachelor of Arts (BA), Accounting and Business/Management
Digital Benefit Advisors January 2012 - Present
Strategic Employee Benefit Services July 2007 - December 2012
Skills
Business Strategy, Business Planning, Strategic Planning, Management, Risk Management, Investments, New Business Development, Marketing Strategy, Project Management, Health Insurance, Life Insurance, Leadership, Long-term Care, Employee Benefits, Disability Insurance, Team Building, Customer Service, Term Life Insurance, Brokers, Underwriting, Small Business, Microsoft Office
Education
Muskingum College
Bachelor of Arts (BA), Accounting and Business/Management
Tonya Glynn Tonya Glynn's Strategic Employee Benefit Services Experience September 2008 - June 2010
Job Employee Benefits Consultant at Caravus
Industry Insurance
Experience
Caravus March 2011 - Present
Maryville University September 2008 - Present
Strategic Employee Benefit Services September 2008 - June 2010
Skills
Strategic Planning, Health Insurance, Sales, Marketing, Insurance, Employee Benefits, Customer Service, Account Management, Leadership, Healthcare, Small Business, Team Building, Training, Coaching
Education
University of Missouri-Columbia, College of Business 2002 — 2006
Bachelor of Science, Business Management
Parkway North High School 1999 — 2002
Caravus March 2011 - Present
Maryville University September 2008 - Present
Strategic Employee Benefit Services September 2008 - June 2010
Skills
Strategic Planning, Health Insurance, Sales, Marketing, Insurance, Employee Benefits, Customer Service, Account Management, Leadership, Healthcare, Small Business, Team Building, Training, Coaching
Education
University of Missouri-Columbia, College of Business 2002 — 2006
Bachelor of Science, Business Management
Parkway North High School 1999 — 2002
Michelle Turner Michelle Turner's Strategic Employee Benefit Services Experience February 2010 - Present
Job Senior Account Manager at The Gus Bates Company
Industry Insurance
Experience
The Gus Bates Company November 2012 - Present
Strategic Employee Benefit Services February 2010 - Present
UNT Sleep Center April 2009 - January 2010
Turner Insurance August 2007 - April 2009
Aramark Uniform Services May 2006 - August 2007
Staples Business Advantage 2003 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, Employment Law, Employee Benefits, Adobe Creative Suite, Product Marketing, Account Management, Employee Training, Employee Wellness...
Education
Tarrant County College 2009 — 2012
AAS, Management
The Gus Bates Company November 2012 - Present
Strategic Employee Benefit Services February 2010 - Present
UNT Sleep Center April 2009 - January 2010
Turner Insurance August 2007 - April 2009
Aramark Uniform Services May 2006 - August 2007
Staples Business Advantage 2003 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, Employment Law, Employee Benefits, Adobe Creative Suite, Product Marketing, Account Management, Employee Training, Employee Wellness...
Education
Tarrant County College 2009 — 2012
AAS, Management
Barbara Kacura Barbara Kacura's Strategic Employee Benefit Services Experience October 1997 - December 2013
Job Vice President at Intrepid Solutions Insurance Services
Industry Insurance
Experience
Intrepid Solutions Insurance Services November 2013 - Present
Strategic Employee Benefit Services October 1997 - December 2013
Northwestern Mutual October 1993 - September 1997
Skills
Employee Benefits, Employee Relations, Payroll, Customer Service, Health Insurance, Benefits Administration, Insurance, Health Savings Accounts, Healthcare, Disability Insurance, Long-term Care, Leadership, Life Insurance, Management, Strategic Planning, Team Building, Sales, Marketing, Term Life Insurance, Public Speaking, Retirement Planning
Education
California State University-Long Beach 1975 — 1977
Magnolia High School 1972 — 1975
Intrepid Solutions Insurance Services November 2013 - Present
Strategic Employee Benefit Services October 1997 - December 2013
Northwestern Mutual October 1993 - September 1997
Skills
Employee Benefits, Employee Relations, Payroll, Customer Service, Health Insurance, Benefits Administration, Insurance, Health Savings Accounts, Healthcare, Disability Insurance, Long-term Care, Leadership, Life Insurance, Management, Strategic Planning, Team Building, Sales, Marketing, Term Life Insurance, Public Speaking, Retirement Planning
Education
California State University-Long Beach 1975 — 1977
Magnolia High School 1972 — 1975
Kelly Mahon's Strategic Employee Benefit Services Experience July 2001 - Present
Job Benefit Consultant
Industry Insurance
Experience
Strategic Employee Benefit Services July 2001 - Present
Strategic Employee Benefit Services 2001 - Present
Vacationbook.com March 2000 - July 2001
Cable & Wireless July 1996 - March 2000
Skills
Communication Skills, Microsoft Office, Sales Support, Employee Benefits, Creative Problem Solving, Creative Strategy, Account Management, Business Management, Customer Relations, Insurance, Disability Insurance, Dental, Health Insurance, Benefits, Health Savings Accounts, Problem Solving, Benefits Administration, Customer Retention, Dentistry, Long-term Care, Term Life Insurance, Brokers, COBRA
Education
University of Kentucky 1987 — 1990
BBA, Finance
Jefferson Community College 1985 — 1987
Strategic Employee Benefit Services July 2001 - Present
Strategic Employee Benefit Services 2001 - Present
Vacationbook.com March 2000 - July 2001
Cable & Wireless July 1996 - March 2000
Skills
Communication Skills, Microsoft Office, Sales Support, Employee Benefits, Creative Problem Solving, Creative Strategy, Account Management, Business Management, Customer Relations, Insurance, Disability Insurance, Dental, Health Insurance, Benefits, Health Savings Accounts, Problem Solving, Benefits Administration, Customer Retention, Dentistry, Long-term Care, Term Life Insurance, Brokers, COBRA
Education
University of Kentucky 1987 — 1990
BBA, Finance
Jefferson Community College 1985 — 1987
Anna Odegard's Strategic Employee Benefit Services Experience January 2012 - July 2012
Job Beauty Manager with Sephora Inside JCPenney, seeking Consultants with a passion for Client Service
Industry Retail
Experience
JCPenney May 2014 - Present
JCPenney March 2013 - May 2014
Ulta August 2010 - March 2013
Strategic Employee Benefit Services January 2012 - July 2012
Gap Inc. October 2008 - April 2009
Pacific Sunwear May 2008 - September 2008
Skills
Marketing, Retail, Store Management, Time Management, Beauty Industry, Brand Awareness, Brand Management, Makeup Artistry, Merchandising, Sales, Cosmetics, Retail Sales, Customer Service, Product Knowledge, Skin Care
Education
University of Minnesota-Twin Cities 2010 — 2012
JCPenney May 2014 - Present
JCPenney March 2013 - May 2014
Ulta August 2010 - March 2013
Strategic Employee Benefit Services January 2012 - July 2012
Gap Inc. October 2008 - April 2009
Pacific Sunwear May 2008 - September 2008
Skills
Marketing, Retail, Store Management, Time Management, Beauty Industry, Brand Awareness, Brand Management, Makeup Artistry, Merchandising, Sales, Cosmetics, Retail Sales, Customer Service, Product Knowledge, Skin Care
Education
University of Minnesota-Twin Cities 2010 — 2012
Mark J. Krowiak, CLU® & ChFC®'s Strategic Employee Benefit Services Experience August 1996 - Present
Job Wealth Management Advisor (Providing expert guidance for lifetime of financial security)
Industry Financial Services
Experience
The Northwestern Mutual Financial Network August 1996 - Present
Strategic Employee Benefit Services August 1996 - Present
Northwestern Mutual Wealth Management Company August 1996 - Present
Skills
Wealth Management, Long Term Care, Disability Insurance, Retirement Planning, Financial Planning, Estate Planning, Investments, Asset Management, Insurance, Series 7, Employee Benefits, Annuities, Insurance Planning, 401k, Portfolio Management, Asset Allocation, Small Business, Risk Management, Financial Analysis, Term Life Insurance, Mutual Funds, Pensions, Succession Planning, Business Planning, Retirement Solutions, Health Insurance, Retirement, Securities, Equities, Investment Advisory, IRA's, Wealth Accumulation, High Net Worth..., Income Protection, Financial Advisory, IRAs, Long-term Care, Asset Managment, Strategic Financial..., Fixed Annuities, Financial Planners, Life Insurance, Investment Strategies, Finance, Wealth, Series 63, Fixed Income, Building Relationships, Long Term Care Insurance, Personal Finance
Education
The American College 2005 — 2007
CLU® & ChFC®, Charter Life Underwriter & Charter Financial Consultant Designations
The College of New Jersey 1992 — 1996
BS, Finance
University of North Carolina at Greensboro 1991 — 1992
BS, General Business
Cherry Hill East High School 1988 — 1991
The Northwestern Mutual Financial Network August 1996 - Present
Strategic Employee Benefit Services August 1996 - Present
Northwestern Mutual Wealth Management Company August 1996 - Present
Skills
Wealth Management, Long Term Care, Disability Insurance, Retirement Planning, Financial Planning, Estate Planning, Investments, Asset Management, Insurance, Series 7, Employee Benefits, Annuities, Insurance Planning, 401k, Portfolio Management, Asset Allocation, Small Business, Risk Management, Financial Analysis, Term Life Insurance, Mutual Funds, Pensions, Succession Planning, Business Planning, Retirement Solutions, Health Insurance, Retirement, Securities, Equities, Investment Advisory, IRA's, Wealth Accumulation, High Net Worth..., Income Protection, Financial Advisory, IRAs, Long-term Care, Asset Managment, Strategic Financial..., Fixed Annuities, Financial Planners, Life Insurance, Investment Strategies, Finance, Wealth, Series 63, Fixed Income, Building Relationships, Long Term Care Insurance, Personal Finance
Education
The American College 2005 — 2007
CLU® & ChFC®, Charter Life Underwriter & Charter Financial Consultant Designations
The College of New Jersey 1992 — 1996
BS, Finance
University of North Carolina at Greensboro 1991 — 1992
BS, General Business
Cherry Hill East High School 1988 — 1991
Chasty Underwood's Strategic Employee Benefit Services Experience July 2002 - October 2008
Job Director, Mosaic Group at BCBSNC
Industry Insurance
Experience
BCBSNC March 2014 - Present
BCBSNC February 2013 - March 2014
BCBSNC October 2011 - February 2013
BCBSNC October 2008 - October 2011
Strategic Employee Benefit Services July 2002 - October 2008
Rogers Benefit Group April 1999 - May 2002
Skills
Term Life Insurance, Disability Insurance, Customer Service, Insurance, Benefits Administration, Life Insurance, Health Insurance, Employee Benefits, Account Management, Underwriting, Health Savings Accounts
Education
The University of North Carolina at Charlotte 1996 — 1998
Bachelor of Science (B.S.), Marketing
Appalachian State University 1995 — 1996
BCBSNC March 2014 - Present
BCBSNC February 2013 - March 2014
BCBSNC October 2011 - February 2013
BCBSNC October 2008 - October 2011
Strategic Employee Benefit Services July 2002 - October 2008
Rogers Benefit Group April 1999 - May 2002
Skills
Term Life Insurance, Disability Insurance, Customer Service, Insurance, Benefits Administration, Life Insurance, Health Insurance, Employee Benefits, Account Management, Underwriting, Health Savings Accounts
Education
The University of North Carolina at Charlotte 1996 — 1998
Bachelor of Science (B.S.), Marketing
Appalachian State University 1995 — 1996
Lisa (Price) Borden, GBA's Strategic Employee Benefit Services Experience October 2005 - May 2008
Job Employee Benefits Specialist
Industry Insurance
Experience
Oswald Companies July 2015 - Present
Arthur J. Gallagher & Co. September 2013 - August 2014
CUNA Mutual Group May 2008 - August 2013
Strategic Employee Benefit Services October 2005 - May 2008
The Hartford August 2003 - October 2005
Skills
Group Insurance, Health Care Reform, Contract Negotiation, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Health Savings Accounts, Brokers, Underwriting, Life Insurance, Term Life Insurance, Vendor Management, Customer Retention, Property & Casualty..., Sales
Education
Franklin University 2014 — 2015
Masters of Human Resource Management, Human Resources Management/Personnel Administration, General
Marshall University 1996 — 1998
BA
Morehead State University 1993 — 1995
Huntington High
Oswald Companies July 2015 - Present
Arthur J. Gallagher & Co. September 2013 - August 2014
CUNA Mutual Group May 2008 - August 2013
Strategic Employee Benefit Services October 2005 - May 2008
The Hartford August 2003 - October 2005
Skills
Group Insurance, Health Care Reform, Contract Negotiation, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Health Savings Accounts, Brokers, Underwriting, Life Insurance, Term Life Insurance, Vendor Management, Customer Retention, Property & Casualty..., Sales
Education
Franklin University 2014 — 2015
Masters of Human Resource Management, Human Resources Management/Personnel Administration, General
Marshall University 1996 — 1998
BA
Morehead State University 1993 — 1995
Huntington High
Brett Wilkinson's Strategic Employee Benefit Services Experience February 2012 - March 2013
Job Vice President of Sales & Marketing at AmeraPlan
Industry Insurance
Experience
Ameraplan, Inc. February 2015 - Present
AmeraPlan April 2014 - February 2015
AMERAPLAN, Inc. April 2013 - April 2014
Strategic Employee Benefit Services February 2012 - March 2013
SecureOne Benefit Administrators September 2001 - February 2012
Cambridge Benefits June 1995 - July 2001
Skills
Brokers, Insurance, Account Management, Health Insurance, Employee Benefits, Direct Sales, New Business Development, Strategic Planning, Health, Dental, Benefits, Benefits Administration, COBRA, Wellness Programs, Disability Insurance, Long Term Care, Compliance
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Finance
Ameraplan, Inc. February 2015 - Present
AmeraPlan April 2014 - February 2015
AMERAPLAN, Inc. April 2013 - April 2014
Strategic Employee Benefit Services February 2012 - March 2013
SecureOne Benefit Administrators September 2001 - February 2012
Cambridge Benefits June 1995 - July 2001
Skills
Brokers, Insurance, Account Management, Health Insurance, Employee Benefits, Direct Sales, New Business Development, Strategic Planning, Health, Dental, Benefits, Benefits Administration, COBRA, Wellness Programs, Disability Insurance, Long Term Care, Compliance
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Finance
Jenny Waitman Jenny Waitman's Strategic Employee Benefit Services Experience January 2005 - August 2005
Job Coach at Team Beachbody
Industry Insurance
Experience
Team Beachbody March 2014 - Present
Hylant February 2013 - Present
Mary Kay Idependent Consultant March 2010 - November 2014
Hylant Group September 2005 - February 2013
Strategic Employee Benefit Services January 2005 - August 2005
Triple Crown Financial Group July 2004 - December 2004
Kirchoff & Associates April 2003 - July 2004
Bilz Insurance Agency January 2002 - April 2003
Cornerstone Ins. Brokerage Agency October 1999 - December 2001
Cornerstone Broker Services October 1999 - December 2001
Skills
Excellent Customer..., Computer Literate, Insurance, Proposal Writing, Health, Employee Benefits, Administrative Support, Customer Service, Administrative..., Human Resources, Training, Time Management, Policy, Selling, Program Management, Benefits Administration, Sales, Health Insurance, Account Management, Brokers, Life Insurance, Disability Insurance
Education
Ashford University 2014 — 2018
Bachelor's Degree, Health and Wellness, General
Amelia High School 1985 — 1989
High School Diploma, General Studies/Word Processing
Team Beachbody March 2014 - Present
Hylant February 2013 - Present
Mary Kay Idependent Consultant March 2010 - November 2014
Hylant Group September 2005 - February 2013
Strategic Employee Benefit Services January 2005 - August 2005
Triple Crown Financial Group July 2004 - December 2004
Kirchoff & Associates April 2003 - July 2004
Bilz Insurance Agency January 2002 - April 2003
Cornerstone Ins. Brokerage Agency October 1999 - December 2001
Cornerstone Broker Services October 1999 - December 2001
Skills
Excellent Customer..., Computer Literate, Insurance, Proposal Writing, Health, Employee Benefits, Administrative Support, Customer Service, Administrative..., Human Resources, Training, Time Management, Policy, Selling, Program Management, Benefits Administration, Sales, Health Insurance, Account Management, Brokers, Life Insurance, Disability Insurance
Education
Ashford University 2014 — 2018
Bachelor's Degree, Health and Wellness, General
Amelia High School 1985 — 1989
High School Diploma, General Studies/Word Processing
Dianne Gerth. PHR, M.Ed.'s Strategic Employee Benefit Services Experience October 2007 - October 2010
Job Director of Human Resources and Career Advisor Services at Northwestern Mutual, Pruett Financial Group
Industry Insurance
Experience
Northwestern Mutual, Pruett Financial Group December 2014 - Present
Northwestern Mutual - Pruett Financial Group October 2010 - Present
Northwestern Mutual, Pruett Financial Group 2013 - 2015
Strategic Employee Benefit Services October 2007 - October 2010
Strategic Employee Benefit Services October 2007 - August 2008
Skills
Employee Relations, Human Resources, Fundraising, Benefits Administration, Employee Benefits, Recruiting, Talent Acquisition, Insurance, Performance Management, Talent Management, Leadership, Training, Leadership Development, Organizational..., Employment Law, Hiring
Education
Belmont University 2008 — 2010
M.Ed., Organizational Leadership and Development
Purdue University 2002 — 2006
BS, Organizational Leadership and Supervision
Northwestern Mutual, Pruett Financial Group December 2014 - Present
Northwestern Mutual - Pruett Financial Group October 2010 - Present
Northwestern Mutual, Pruett Financial Group 2013 - 2015
Strategic Employee Benefit Services October 2007 - October 2010
Strategic Employee Benefit Services October 2007 - August 2008
Skills
Employee Relations, Human Resources, Fundraising, Benefits Administration, Employee Benefits, Recruiting, Talent Acquisition, Insurance, Performance Management, Talent Management, Leadership, Training, Leadership Development, Organizational..., Employment Law, Hiring
Education
Belmont University 2008 — 2010
M.Ed., Organizational Leadership and Development
Purdue University 2002 — 2006
BS, Organizational Leadership and Supervision
Greg Lagorio's Strategic Employee Benefit Services Experience June 2001 - January 2006
Job Director of Operations at Sheridan Orthopaedic Ass
Industry Medical Practice
Experience
Sheridan Orthopaedic Associates, PC January 2006 - Present
Strategic Employee Benefit Services June 2001 - January 2006
ChannelPoint June 1999 - June 2001
Pathology Medical Laboratories 1997 - 1999
Scripps Clinic Medical Group 1995 - 1997
Cigna Healthcare 1993 - 1995
Sullivan & Curtis 1984 - 1992
Aetna Life & Casualty 1980 - 1984
Education
University of California, Berkeley 1976 — 1980
Business Administration, Marketing & Finance
Sheridan Orthopaedic Associates, PC January 2006 - Present
Strategic Employee Benefit Services June 2001 - January 2006
ChannelPoint June 1999 - June 2001
Pathology Medical Laboratories 1997 - 1999
Scripps Clinic Medical Group 1995 - 1997
Cigna Healthcare 1993 - 1995
Sullivan & Curtis 1984 - 1992
Aetna Life & Casualty 1980 - 1984
Education
University of California, Berkeley 1976 — 1980
Business Administration, Marketing & Finance
Jason Scheer's Strategic Employee Benefit Services Experience 2009 - 2010
Job Senior Account Manager, Middle Market,
Industry Insurance
Experience
Aetna May 2012 - Present
Mercer 2010 - 2012
Strategic Employee Benefit Services 2009 - 2010
USI Affinity 2006 - 2008
HealthAmerica 2003 - 2004
Skills
Benefits, Utilization, Marketing, Project Management, Consulting, Health Insurance, Insurance, Disability Insurance, Benefits Administration, Process Improvement, Human Resources, Strategic Planning, Healthcare, Employee Relations, Health Care Reform, Managed Care, Health Savings Accounts, Account Management, Vendor Management, Employee Benefits
Education
Penn State University 1999 — 2003
Bachelor of Science, Business Administration, Financial Services Option
Aetna May 2012 - Present
Mercer 2010 - 2012
Strategic Employee Benefit Services 2009 - 2010
USI Affinity 2006 - 2008
HealthAmerica 2003 - 2004
Skills
Benefits, Utilization, Marketing, Project Management, Consulting, Health Insurance, Insurance, Disability Insurance, Benefits Administration, Process Improvement, Human Resources, Strategic Planning, Healthcare, Employee Relations, Health Care Reform, Managed Care, Health Savings Accounts, Account Management, Vendor Management, Employee Benefits
Education
Penn State University 1999 — 2003
Bachelor of Science, Business Administration, Financial Services Option
Ken Rideout's Strategic Employee Benefit Services Experience April 1998 - October 2012
Job President CBIZ Benefits and Insurance Services of Tennessee
Industry Insurance
Experience
CBIZ Benefits and Insurance Services of Tennessee October 2012 - Present
Strategic Employee Benefit Services April 1998 - October 2012
Northwestern Mutual Financial Network 1992 - April 1998
Skills
Insurance, Disability Insurance, Benefits Administration, Employee Benefits, Health Insurance, Health Savings Accounts, Life Insurance, Long-term Care, Term Life Insurance, Medicare, 401k, Strategic Planning, Property & Casualty..., COBRA
Education
University of North Alabama
BS, Accounting / Business Administration
CBIZ Benefits and Insurance Services of Tennessee October 2012 - Present
Strategic Employee Benefit Services April 1998 - October 2012
Northwestern Mutual Financial Network 1992 - April 1998
Skills
Insurance, Disability Insurance, Benefits Administration, Employee Benefits, Health Insurance, Health Savings Accounts, Life Insurance, Long-term Care, Term Life Insurance, Medicare, 401k, Strategic Planning, Property & Casualty..., COBRA
Education
University of North Alabama
BS, Accounting / Business Administration
Kate Bond's Strategic Employee Benefit Services Experience January 2011 - October 2011
Job Consultant at ShKBoom / Ghostlight Records
Industry Music
Experience
Sh-K-Boom Records/ Ghostlight Records July 2007 - Present
Strategic Employee Benefit Services January 2011 - October 2011
Weitz & Luxenberg July 2005 - July 2007
Education
Colgate University 2001 — 2005
BA, Music, English
Sh-K-Boom Records/ Ghostlight Records July 2007 - Present
Strategic Employee Benefit Services January 2011 - October 2011
Weitz & Luxenberg July 2005 - July 2007
Education
Colgate University 2001 — 2005
BA, Music, English
Paul Might's Strategic Employee Benefit Services Experience November 2013 - Present
Job Employee Benefit Consultant at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services November 2013 - Present
AbbVie Inc 2007 - June 2013
Equity Lending Group 2002 - 2007
iGate Mastech 1999 - 2002
Primerica Financial Services 1992 - 2002
Skills
Management, Pharmaceutical Sales, Cardiology, Selling, Managed Care, Strategic Planning, Diabetes, Product Launch, Consulting, Leadership, Investments, Pharmaceutical Industry, Time Management, Relationship Management, Team Leadership, Sales, Health Insurance, Employee Benefits, Healthcare, Sales Operations, Sales Process, Sales Effectiveness, Strategic Financial..., Insurance, Team Building, Small Business, Sales Force Development
Education
Duquesne University 1987 — 1988
MBA, Finance
Duquesne University 1983 — 1987
BSBA, Finance
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Strategic Employee Benefit Services November 2013 - Present
AbbVie Inc 2007 - June 2013
Equity Lending Group 2002 - 2007
iGate Mastech 1999 - 2002
Primerica Financial Services 1992 - 2002
Skills
Management, Pharmaceutical Sales, Cardiology, Selling, Managed Care, Strategic Planning, Diabetes, Product Launch, Consulting, Leadership, Investments, Pharmaceutical Industry, Time Management, Relationship Management, Team Leadership, Sales, Health Insurance, Employee Benefits, Healthcare, Sales Operations, Sales Process, Sales Effectiveness, Strategic Financial..., Insurance, Team Building, Small Business, Sales Force Development
Education
Duquesne University 1987 — 1988
MBA, Finance
Duquesne University 1983 — 1987
BSBA, Finance
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Charleroi Area High School
Jody Curtin's Strategic Employee Benefit Services Experience 2006 - Present
Job Advisor at Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors August 2013 - Present
Northwestern Group Associates 2006 - Present
Northwestern Group Associates 2006 - Present
Strategic Employee Benefit Services 2006 - Present
Northwestern Group Associates July 2006 - August 2013
Northwestern Group Associates July 2006 - August 2013
Northwestern Group Associates July 2006 - August 2013
Tufts Health Plan 1994 - 2009
Tufts Health Plan May 1994 - July 2006
Skills
Health Insurance, Managed Care, Health Savings Accounts, Provider Relations, Health Care Reform, Employee Benefits, Insurance, PPO, Life Insurance, Disability Insurance, Healthcare Industry, HIPAA, Dental Insurance, Healthcare Reimbursement, Manage Client..., COBRA, Group Insurance, Voluntary Employee..., Benefits Administration
Education
Framingham State College 1977 — 1980
Holy Cross Academy, Brookline
Digital Benefit Advisors August 2013 - Present
Northwestern Group Associates 2006 - Present
Northwestern Group Associates 2006 - Present
Strategic Employee Benefit Services 2006 - Present
Northwestern Group Associates July 2006 - August 2013
Northwestern Group Associates July 2006 - August 2013
Northwestern Group Associates July 2006 - August 2013
Tufts Health Plan 1994 - 2009
Tufts Health Plan May 1994 - July 2006
Skills
Health Insurance, Managed Care, Health Savings Accounts, Provider Relations, Health Care Reform, Employee Benefits, Insurance, PPO, Life Insurance, Disability Insurance, Healthcare Industry, HIPAA, Dental Insurance, Healthcare Reimbursement, Manage Client..., COBRA, Group Insurance, Voluntary Employee..., Benefits Administration
Education
Framingham State College 1977 — 1980
Holy Cross Academy, Brookline
Chad Leland's Strategic Employee Benefit Services Experience May 2010 - February 2012
Job Project Manager at Humacare Inc
Industry Insurance
Experience
Humacare Inc January 2013 - Present
4virtu, LLC February 2012 - November 2012
Strategic Employee Benefit Services May 2010 - February 2012
Assurant Health May 2008 - May 2010
John Hancock May 2006 - June 2008
Skills
Sales, Communication, Analysis, New Business Development, Cold Calling, Proposal Writing, Consulting, Marketing, Marketing Strategy, Team Building, Strategy, Insurance, Public Speaking, Coaching, Customer Service
Education
Miami University 2000 — 2005
Business, Marketing
Cincinnati Hills Christian Academy 1996 — 2000
Humacare Inc January 2013 - Present
4virtu, LLC February 2012 - November 2012
Strategic Employee Benefit Services May 2010 - February 2012
Assurant Health May 2008 - May 2010
John Hancock May 2006 - June 2008
Skills
Sales, Communication, Analysis, New Business Development, Cold Calling, Proposal Writing, Consulting, Marketing, Marketing Strategy, Team Building, Strategy, Insurance, Public Speaking, Coaching, Customer Service
Education
Miami University 2000 — 2005
Business, Marketing
Cincinnati Hills Christian Academy 1996 — 2000
Jennifer Coney's Strategic Employee Benefit Services Experience July 2010 - March 2013
Job Legal Services
Industry Legal Services
Experience
Legal Services March 2014 - Present
Baldridge Law Firm, PLLC May 2013 - September 2013
Strategic Employee Benefit Services July 2010 - March 2013
MS Office of the State Auditor November 2004 - November 2009
General Motors January 2003 - June 2004
Now Communications October 1998 - July 2000
Skills
Benefits Administration, Auditing, Insurance, Health Insurance, Employee Benefits, Policy, FMLA, Employee Relations, Office Administration, Management, Marketing, Human Resources, Research, Training, Hiring, Recruiting, Employee Training, Administrative..., Editing, Leadership, Administration, Analysis, Enforcement, Customer Service, Government, Budgets, Team Building, Private Investigations, Microsoft Word, Leadership Development, Microsoft Excel, PowerPoint, Public Speaking, Small Business, Strategic Planning, Performance Management, Outlook, Accounts Payable, Talent Acquisition, Long-term Care, Process Improvement, Data Entry, Accounting, Background Checks, Payroll, COBRA, Paralegals, Interviews, File Management, Wordperfect
Education
Mississippi College School of Law
Mississippi College 2008 — 2013
B.S. Sociology, Sociology/Communications and Public Relations
Hinds Community College 1997 — 1998
Associate's degree, Business/Accounting
Brandon High School 1992 — 1994
Diploma
Legal Services March 2014 - Present
Baldridge Law Firm, PLLC May 2013 - September 2013
Strategic Employee Benefit Services July 2010 - March 2013
MS Office of the State Auditor November 2004 - November 2009
General Motors January 2003 - June 2004
Now Communications October 1998 - July 2000
Skills
Benefits Administration, Auditing, Insurance, Health Insurance, Employee Benefits, Policy, FMLA, Employee Relations, Office Administration, Management, Marketing, Human Resources, Research, Training, Hiring, Recruiting, Employee Training, Administrative..., Editing, Leadership, Administration, Analysis, Enforcement, Customer Service, Government, Budgets, Team Building, Private Investigations, Microsoft Word, Leadership Development, Microsoft Excel, PowerPoint, Public Speaking, Small Business, Strategic Planning, Performance Management, Outlook, Accounts Payable, Talent Acquisition, Long-term Care, Process Improvement, Data Entry, Accounting, Background Checks, Payroll, COBRA, Paralegals, Interviews, File Management, Wordperfect
Education
Mississippi College School of Law
Mississippi College 2008 — 2013
B.S. Sociology, Sociology/Communications and Public Relations
Hinds Community College 1997 — 1998
Associate's degree, Business/Accounting
Brandon High School 1992 — 1994
Diploma
Lauren Bayha's Strategic Employee Benefit Services Experience 2005 - 2008
Job Member of the Board of Directors at Sacramento Association of Health Underwriters (SAHU)
Industry Insurance
Experience
Western Health Advantage March 2013 - Present
e3 Financial April 2011 - November 2012
e3 Financial June 2010 - April 2011
e3 Financial March 2008 - June 2010
Strategic Employee Benefit Services 2005 - 2008
Skills
Employee Benefits, Insurance, Customer Service, Recruiting, Employee Relations, Microsoft Excel, Sales, Account Management, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Project Management, Management, Performance Management, Health Insurance, Life Insurance, Human Resources, Brokers, Healthcare, Benefits Administration, Disability Insurance, Public Speaking
Education
International Foundation of Employee Benefit Plans 2009 — 2013
Currently obtaining CEBS Designation, Certified Employee Benefit Specialist
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Kinesiology and Exercise Science
El Camino High School
Western Health Advantage March 2013 - Present
e3 Financial April 2011 - November 2012
e3 Financial June 2010 - April 2011
e3 Financial March 2008 - June 2010
Strategic Employee Benefit Services 2005 - 2008
Skills
Employee Benefits, Insurance, Customer Service, Recruiting, Employee Relations, Microsoft Excel, Sales, Account Management, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Project Management, Management, Performance Management, Health Insurance, Life Insurance, Human Resources, Brokers, Healthcare, Benefits Administration, Disability Insurance, Public Speaking
Education
International Foundation of Employee Benefit Plans 2009 — 2013
Currently obtaining CEBS Designation, Certified Employee Benefit Specialist
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Kinesiology and Exercise Science
El Camino High School
Brad P. Seitzinger, ChFC, CLU's Strategic Employee Benefit Services Experience 2007 - March 2014
Job Managing Partner Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1990 - Present
Strategic Employee Benefit Services 2007 - March 2014
Vistage Michigan 2008 - January 2014
Skills
Retirement Planning, Leadership, Coaching, Wealth Management, Strategic Financial..., Small Business, Investments, Finance, Series 7, Sales, Insurance, Fixed Annuities, Management, Retirement, Estate Planning, Financial Advisory, Investment Strategies, Wealth Management..., 401k, Training, Disability Insurance, Long-term Care, Life Insurance, Wealth Accumulation, Financial Services, Team Building, Public Speaking, Entrepreneurship, Strategic Planning, Leadership Development, Business Development, Sales Management, Strategy, Financial Analysis, Risk Management, Financial Planning
Education
Bell leadership institute 2003 — 2005
American College 1993 — 2000
Chartered Financial Consultant Chartered Life Underwriter, Financial Services
University of Evansville 1988 — 1992
Business Administration, Management
Northwestern Mutual Financial Network June 1990 - Present
Strategic Employee Benefit Services 2007 - March 2014
Vistage Michigan 2008 - January 2014
Skills
Retirement Planning, Leadership, Coaching, Wealth Management, Strategic Financial..., Small Business, Investments, Finance, Series 7, Sales, Insurance, Fixed Annuities, Management, Retirement, Estate Planning, Financial Advisory, Investment Strategies, Wealth Management..., 401k, Training, Disability Insurance, Long-term Care, Life Insurance, Wealth Accumulation, Financial Services, Team Building, Public Speaking, Entrepreneurship, Strategic Planning, Leadership Development, Business Development, Sales Management, Strategy, Financial Analysis, Risk Management, Financial Planning
Education
Bell leadership institute 2003 — 2005
American College 1993 — 2000
Chartered Financial Consultant Chartered Life Underwriter, Financial Services
University of Evansville 1988 — 1992
Business Administration, Management
Erin Laramore's Strategic Employee Benefit Services Experience March 2003 - September 2010
Job Sales Administrative Coordinator at The Standard
Industry Insurance
Experience
The Standard September 2010 - Present
Strategic Employee Benefit Services March 2003 - September 2010
Great American Financial Resources 2001 - 2003
PCL Group, LLC 1998 - 2001
Sun Chemical 1998 - 2001
Skills
Salesforce.com, Insurance, Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Customer Service, Benefits Administration
Education
Mount Vernon Nazarene University 1995 — 1998
BA, Psychology
The Standard September 2010 - Present
Strategic Employee Benefit Services March 2003 - September 2010
Great American Financial Resources 2001 - 2003
PCL Group, LLC 1998 - 2001
Sun Chemical 1998 - 2001
Skills
Salesforce.com, Insurance, Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Customer Service, Benefits Administration
Education
Mount Vernon Nazarene University 1995 — 1998
BA, Psychology
Todd Haralson's Strategic Employee Benefit Services Experience 2007 - 2009
Job Special Agent, United States Secret Service
Industry Law Enforcement
Experience
United States Secret Service November 2009 - Present
Strategic Employee Benefit Services 2007 - 2009
The Guardian Life Insurance Company of America 2003 - 2007
Briarwood Presbyterian Church June 1999 - June 2002
Skills
Criminal Investigations, Risk Assessment, Asset Protection, Risk Reduction, Personnel Security, Public Speaking, Coaching, Budgets, Leadership, Enforcement, Security, Training, Analysis
Education
Auburn University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
United States Secret Service November 2009 - Present
Strategic Employee Benefit Services 2007 - 2009
The Guardian Life Insurance Company of America 2003 - 2007
Briarwood Presbyterian Church June 1999 - June 2002
Skills
Criminal Investigations, Risk Assessment, Asset Protection, Risk Reduction, Personnel Security, Public Speaking, Coaching, Budgets, Leadership, Enforcement, Security, Training, Analysis
Education
Auburn University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Robin Carney-Hayes's Strategic Employee Benefit Services Experience 1999 - Present
Job Benefits Analyst at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services 1999 - Present
The Guardian Life Insurance Company of America 1996 - 1999
Anthem 1993 - 1996
Skills
Insurance, Analysis, Healthcare, Group Benefits, Disability Insurance, Dental, Health Insurance, Account Management, Consultative Selling, Underwriting, Public Speaking, Negotiation, Management, Employee Benefits, Sales, Leadership, COBRA
Education
University of Cincinnati
Marketing, Business Management, TQM, HR
Strategic Employee Benefit Services 1999 - Present
The Guardian Life Insurance Company of America 1996 - 1999
Anthem 1993 - 1996
Skills
Insurance, Analysis, Healthcare, Group Benefits, Disability Insurance, Dental, Health Insurance, Account Management, Consultative Selling, Underwriting, Public Speaking, Negotiation, Management, Employee Benefits, Sales, Leadership, COBRA
Education
University of Cincinnati
Marketing, Business Management, TQM, HR
Amanda Gaskins, RHU's Strategic Employee Benefit Services Experience December 2006 - June 2011
Job Employee Benefit Consultant
Industry Insurance
Experience
Gallagher Benefit Services June 2011 - Present
Strategic Employee Benefit Services December 2006 - June 2011
United Healthcare 2005 - 2006
Northwestern Mutual Financial Network 2003 - 2004
AIM Healthcare 1999 - 2003
Skills
Health Insurance, Managed Care, Employee Benefits, Benefits Administration, Life Insurance, Healthcare, Insurance, Health Savings Accounts, Term Life Insurance, Disability Insurance, Brokers, Medicare, Account Management, Workers Compensation, COBRA, Long-term Care
Education
Campbellsville University 1991 — 1995
BS, Business Administration
Gallagher Benefit Services June 2011 - Present
Strategic Employee Benefit Services December 2006 - June 2011
United Healthcare 2005 - 2006
Northwestern Mutual Financial Network 2003 - 2004
AIM Healthcare 1999 - 2003
Skills
Health Insurance, Managed Care, Employee Benefits, Benefits Administration, Life Insurance, Healthcare, Insurance, Health Savings Accounts, Term Life Insurance, Disability Insurance, Brokers, Medicare, Account Management, Workers Compensation, COBRA, Long-term Care
Education
Campbellsville University 1991 — 1995
BS, Business Administration
Marc Lasceski's Strategic Employee Benefit Services Experience February 2005 - January 2010
Job Senior Consultant, Business Development at Oswald Companies
Industry Insurance
Experience
Oswald Companies December 2011 - Present
Assurant Employee Benefits December 2009 - November 2011
Strategic Employee Benefit Services February 2005 - January 2010
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, Healthcare, Underwriting, Long-term Care, Term Life Insurance, Brokers, Benefits Administration, Managed Care, Medicare, COBRA
Education
Central Michigan University 1985 — 1990
Masters, Marketing and Business
Oswald Companies December 2011 - Present
Assurant Employee Benefits December 2009 - November 2011
Strategic Employee Benefit Services February 2005 - January 2010
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, Healthcare, Underwriting, Long-term Care, Term Life Insurance, Brokers, Benefits Administration, Managed Care, Medicare, COBRA
Education
Central Michigan University 1985 — 1990
Masters, Marketing and Business
scott bloem's Strategic Employee Benefit Services Experience July 1997 - Present
Job Employee Benefit Specialist at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services July 1997 - Present
Strategic Employee Benefit Services of Michigan 1997 - Present
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Disability Insurance, Health Savings Accounts, Long-term Care, COBRA, Benefits Administration, Term Life Insurance, Group Medical, Brokers, Health Care Reform, Long Term Care Insurance, Flexible Spending...
Education
Davenport University
Strategic Employee Benefit Services July 1997 - Present
Strategic Employee Benefit Services of Michigan 1997 - Present
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Disability Insurance, Health Savings Accounts, Long-term Care, COBRA, Benefits Administration, Term Life Insurance, Group Medical, Brokers, Health Care Reform, Long Term Care Insurance, Flexible Spending...
Education
Davenport University
James Chidester's Strategic Employee Benefit Services Experience April 2008 - Present
Job Employee Benefit Specialist at Northwestern Mutual Financial Network
Industry Insurance
Experience
Strategic Employee Benefit Services April 2008 - Present
Education
James Madison University 1980 — 1982
B.S., Bus. Admi/Psychology
Strategic Employee Benefit Services April 2008 - Present
Education
James Madison University 1980 — 1982
B.S., Bus. Admi/Psychology
David Talavera's Strategic Employee Benefit Services Experience December 1999 - August 2008
Job Senior Account Executive at Brio Benefit Consulting
Industry Insurance
Experience
Brio Benefits September 2011 - Present
Dreyfuss & Birke Ltd September 2008 - September 2011
Strategic Employee Benefit Services December 1999 - August 2008
Skills
Employee Benefits, Management, Life Insurance, COBRA, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Benefits Administration, Customer Service, Underwriting, Workers Compensation, Leadership
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
Bachelor's Degree, Finance/Investments
Brio Benefits September 2011 - Present
Dreyfuss & Birke Ltd September 2008 - September 2011
Strategic Employee Benefit Services December 1999 - August 2008
Skills
Employee Benefits, Management, Life Insurance, COBRA, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Benefits Administration, Customer Service, Underwriting, Workers Compensation, Leadership
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
Bachelor's Degree, Finance/Investments
James Henneman's Strategic Employee Benefit Services Experience 1984 - Present
Job Financial Advisor at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual 1984 - Present
Strategic Employee Benefit Services 1984 - Present
Northwestern Mutual, The Effner Financial Group, Inc. 1984 - Present
The Effner Financial Group, Northwestern Mutual Financial Network 1984 - December 2009
Northwestern Mutual Financial Network - The Effner Financial Group, Inc. 1984 - December 2009
Skills
New Business Development, Retirement Planning, Finance, Disability Insurance, Fixed Annuities, Insurance, Customer Service, Training, Investments, Leadership, Management, Strategic Financial..., Life Insurance, Financial Analysis, Long-term Care, Sales, Team Building, Retirement, Strategic Planning, Wealth Management, Sales Management, Account Management
Education
Northern Illinois University 1974 — 1978
BS, Business Management
Northwestern Mutual 1984 - Present
Strategic Employee Benefit Services 1984 - Present
Northwestern Mutual, The Effner Financial Group, Inc. 1984 - Present
The Effner Financial Group, Northwestern Mutual Financial Network 1984 - December 2009
Northwestern Mutual Financial Network - The Effner Financial Group, Inc. 1984 - December 2009
Skills
New Business Development, Retirement Planning, Finance, Disability Insurance, Fixed Annuities, Insurance, Customer Service, Training, Investments, Leadership, Management, Strategic Financial..., Life Insurance, Financial Analysis, Long-term Care, Sales, Team Building, Retirement, Strategic Planning, Wealth Management, Sales Management, Account Management
Education
Northern Illinois University 1974 — 1978
BS, Business Management
Betty Ostendorf's Strategic Employee Benefit Services Experience May 2014 - Present
Job Employee Benefit Specialist at Strategic Employee Benefit Services
Industry Health, Wellness and Fitness
Experience
Strategic Employee Benefit Services May 2014 - Present
Aetna September 2006 - Present
Aetna January 1995 - September 2006
Aetna January 1997 - January 1998
Aetna January 1980 - 1997
Skills
Brokers, Salesforce.com, Medicare, Disability Insurance, Negotiation, Project Management, Facilitators, Experienced Trainer
Education
Western Connecticut State University 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Rensselaer Hartford Graduate Center Inc
Strategic Employee Benefit Services May 2014 - Present
Aetna September 2006 - Present
Aetna January 1995 - September 2006
Aetna January 1997 - January 1998
Aetna January 1980 - 1997
Skills
Brokers, Salesforce.com, Medicare, Disability Insurance, Negotiation, Project Management, Facilitators, Experienced Trainer
Education
Western Connecticut State University 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Rensselaer Hartford Graduate Center Inc
Becky Pickard's Strategic Employee Benefit Services Experience August 2015 - Present
Job Client Service Representative at Strategic Employee Benefit Services
Industry Insurance
Experience
Strategic Employee Benefit Services August 2015 - Present
Hylant December 2012 - Present
Strategic Employee Benefits April 2007 - December 2012
American Seating Company 2003 - 2008
Spartan Stores 2001 - 2003
The Viking Corporation 1991 - 2000
Skills
Employee Benefits, Customer Service, New Business Development, Health Insurance, Employee Relations, Human Resources, Disability Insurance, Benefits Administration, Account Management, Budgets, Insurance, Public Speaking, Team Building, Marketing Strategy, Strategic Planning, Health Savings Accounts, Workers Compensation
Education
Davenport University 1984 — 1995
BA, Marketing/Communications
Lakewood
Strategic Employee Benefit Services August 2015 - Present
Hylant December 2012 - Present
Strategic Employee Benefits April 2007 - December 2012
American Seating Company 2003 - 2008
Spartan Stores 2001 - 2003
The Viking Corporation 1991 - 2000
Skills
Employee Benefits, Customer Service, New Business Development, Health Insurance, Employee Relations, Human Resources, Disability Insurance, Benefits Administration, Account Management, Budgets, Insurance, Public Speaking, Team Building, Marketing Strategy, Strategic Planning, Health Savings Accounts, Workers Compensation
Education
Davenport University 1984 — 1995
BA, Marketing/Communications
Lakewood
Stacey Cowley's Strategic Employee Benefit Services Experience March 2011 - February 2013
Job Stay at home mom
Industry Executive Office
Experience
Strategic Employee Benefit Services March 2011 - February 2013
Travel Haus of St Louis January 2010 - May 2011
First Community Credit Union March 2009 - September 2010
NALS....association for legal professionals September 2006 - January 2008
Houston Astros May 2006 - August 2006
Education
Oklahoma State University 2002 — 2006
B.S., Marketing
Strategic Employee Benefit Services March 2011 - February 2013
Travel Haus of St Louis January 2010 - May 2011
First Community Credit Union March 2009 - September 2010
NALS....association for legal professionals September 2006 - January 2008
Houston Astros May 2006 - August 2006
Education
Oklahoma State University 2002 — 2006
B.S., Marketing
Brandon Robinson's Strategic Employee Benefit Services Experience July 2008 - November 2011
Job Benefits Consultant at USI Southwest
Industry Insurance
Experience
USI Southwest December 2011 - Present
Strategic Employee Benefit Services July 2008 - November 2011
Acme Brick 1998 - 2005
Skills
Employee Benefits, Employee Relations, Succession Planning, Benefits Administration, Performance Management, HRIS, Deferred Compensation, Human Resources, Recruiting, Payroll, Coaching, Team Building, Training, Insurance, Talent Management, Sales, Organizational..., Strategic Planning, Talent Acquisition, Account Management
Education
Hardin-Simmons University 1992 — 1995
Marketing
USI Southwest December 2011 - Present
Strategic Employee Benefit Services July 2008 - November 2011
Acme Brick 1998 - 2005
Skills
Employee Benefits, Employee Relations, Succession Planning, Benefits Administration, Performance Management, HRIS, Deferred Compensation, Human Resources, Recruiting, Payroll, Coaching, Team Building, Training, Insurance, Talent Management, Sales, Organizational..., Strategic Planning, Talent Acquisition, Account Management
Education
Hardin-Simmons University 1992 — 1995
Marketing
Alonzo McCray's Strategic Employee Benefit Services Experience March 2011 - December 2012
Job Director of Group Benefits
Industry Insurance
Experience
Individual Benefits Solutions June 2014 - Present
The Hotaling Group March 2014 - Present
Newtek Insurance Agency December 2012 - March 2014
Strategic Employee Benefit Services March 2011 - December 2012
Emerson Reid August 2008 - September 2011
GEICO 1999 - 2003
US Navy March 1989 - September 1998
Skills
Outlook, Teaching, Microsoft Word, Microsoft Excel, Microsoft Office, Cross Selling, Employee Benefits, Brokers, Health Savings Accounts, Benefits Administration, Health Insurance, Insurance, Customer Service, PowerPoint, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance
Education
August Martin High School 1985 — 1988
High School Diploma, Aeronautics/Aviation/Aerospace Science and Technology, General
San Diego State University-California State University
Individual Benefits Solutions June 2014 - Present
The Hotaling Group March 2014 - Present
Newtek Insurance Agency December 2012 - March 2014
Strategic Employee Benefit Services March 2011 - December 2012
Emerson Reid August 2008 - September 2011
GEICO 1999 - 2003
US Navy March 1989 - September 1998
Skills
Outlook, Teaching, Microsoft Word, Microsoft Excel, Microsoft Office, Cross Selling, Employee Benefits, Brokers, Health Savings Accounts, Benefits Administration, Health Insurance, Insurance, Customer Service, PowerPoint, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance
Education
August Martin High School 1985 — 1988
High School Diploma, Aeronautics/Aviation/Aerospace Science and Technology, General
San Diego State University-California State University
Patrick Trunzo's Strategic Employee Benefit Services Experience September 2006 - September 2008
Job Senior Employee Benefits Advisor at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP December 2014 - Present
Tucker Arensberg, P.C. April 2014 - December 2014
Morgan, Lewis & Bockius LLP September 2008 - April 2014
Strategic Employee Benefit Services September 2006 - September 2008
Solenture, Inc. September 2003 - September 2006
Ernst & Young January 1998 - September 2003
Duquesne University Small Business Development Center August 1993 - January 1998
Skills
Executive Pay, Employment Law, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Benefits Administration, Defined Benefit, Insurance, ERISA, Pensions, 401k
Education
Duquesne University School of Law 1994 — 1998
JD, Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Business
University of Pittsburgh 1985 — 1989
BA, Physics/Astronomy
Morgan, Lewis & Bockius LLP December 2014 - Present
Tucker Arensberg, P.C. April 2014 - December 2014
Morgan, Lewis & Bockius LLP September 2008 - April 2014
Strategic Employee Benefit Services September 2006 - September 2008
Solenture, Inc. September 2003 - September 2006
Ernst & Young January 1998 - September 2003
Duquesne University Small Business Development Center August 1993 - January 1998
Skills
Executive Pay, Employment Law, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Benefits Administration, Defined Benefit, Insurance, ERISA, Pensions, 401k
Education
Duquesne University School of Law 1994 — 1998
JD, Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Business
University of Pittsburgh 1985 — 1989
BA, Physics/Astronomy
Lakisha Platt Mavin's Strategic Employee Benefit Services Experience April 2005 - July 2007
Job Branch Administrator at Fahrenheit IT
Industry Human Resources
Experience
Fahrenheit IT March 2014 - Present
Sportpaint, Inc. January 2013 - February 2014
Villas of Oakwood 2007 - 2011
Strategic Employee Benefit Services April 2005 - July 2007
Skills
Employee Relations, Human Resources, Employee Engagement, HR Policies, Recruiting, Talent Management, Benefits Administration, HRIS, Interviews, Customer Service, Employee Training, Microsoft Office, Management, Events Coordination, Time Management, Unemployment Claims, Teamwork
Education
Strayer University (VA)
Master of Business Administration (MBA), Human Resource Management
UNH
BS, Hotel, Motel, and Restaurant Management
Fahrenheit IT March 2014 - Present
Sportpaint, Inc. January 2013 - February 2014
Villas of Oakwood 2007 - 2011
Strategic Employee Benefit Services April 2005 - July 2007
Skills
Employee Relations, Human Resources, Employee Engagement, HR Policies, Recruiting, Talent Management, Benefits Administration, HRIS, Interviews, Customer Service, Employee Training, Microsoft Office, Management, Events Coordination, Time Management, Unemployment Claims, Teamwork
Education
Strayer University (VA)
Master of Business Administration (MBA), Human Resource Management
UNH
BS, Hotel, Motel, and Restaurant Management
Daniel Duffy's Strategic Employee Benefit Services Experience March 2010 - February 2014
Job Account Advisor at Epic Insurance Solutions
Industry Insurance
Experience
Epic Insurance Solutions February 2014 - Present
Strategic Employee Benefit Services March 2010 - February 2014
Humana February 2007 - January 2010
Skills
Benefits, Dental, Health Insurance, Accident, Long Term Care, Health, Disability Insurance, Group Health, Employee Benefits, Insurance, Term Life Insurance, Medicare Supplements, Plan Design, Wellness Programs, Group Medical, Long-term Care, Health Savings Accounts, Brokers, Critical Illness, Medicare, Benefits Communication, Worksite, Health Plans, Flexible Spending..., FMLA, COBRA, Healthcare, Open Enrollment, Insurance Planning, Fully Insured, Income Protection, Consultative Selling, Small Business, Group Benefits, Whole Life, Selling, Dentistry, Health Care Reform, Employee Wellness, Benefits Administration
Education
University of Louisville 2004 — 2005
BS, Sociology
Epic Insurance Solutions February 2014 - Present
Strategic Employee Benefit Services March 2010 - February 2014
Humana February 2007 - January 2010
Skills
Benefits, Dental, Health Insurance, Accident, Long Term Care, Health, Disability Insurance, Group Health, Employee Benefits, Insurance, Term Life Insurance, Medicare Supplements, Plan Design, Wellness Programs, Group Medical, Long-term Care, Health Savings Accounts, Brokers, Critical Illness, Medicare, Benefits Communication, Worksite, Health Plans, Flexible Spending..., FMLA, COBRA, Healthcare, Open Enrollment, Insurance Planning, Fully Insured, Income Protection, Consultative Selling, Small Business, Group Benefits, Whole Life, Selling, Dentistry, Health Care Reform, Employee Wellness, Benefits Administration
Education
University of Louisville 2004 — 2005
BS, Sociology
Jeanne Sherwood's Strategic Employee Benefit Services Experience 2009 - Present
Job Benefits Coordinator at Northwestern Mutual
Industry Financial Services
Experience
Affiliated Benefit Consultants June 2009 - Present
Strategic Employee Benefit Services 2009 - Present
Strategic Employee Benefits Services 2009 - 2009
The TriZetto Group July 1996 - May 2008
Color & Beyond 1990 - July 1996
Education
Northwestern College 1983 — 1987
B.S., Social Science
Affiliated Benefit Consultants June 2009 - Present
Strategic Employee Benefit Services 2009 - Present
Strategic Employee Benefits Services 2009 - 2009
The TriZetto Group July 1996 - May 2008
Color & Beyond 1990 - July 1996
Education
Northwestern College 1983 — 1987
B.S., Social Science
Jaime Hutton's Strategic Employee Benefit Services Experience 2007 - 2008
Job Broker Development Coordinator
Industry Insurance
Experience
Aflac September 2012 - Present
Brown and Brown Insurance of Nashville September 2008 - September 2012
Strategic Employee Benefit Services 2007 - 2008
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Property, Workers Compensation, Commercial Insurance, Life Insurance, Property, Brokers, Term Life Insurance, Umbrella Insurance
Education
Middle Tennessee State University 2000 — 2004
BA, Education
Aflac September 2012 - Present
Brown and Brown Insurance of Nashville September 2008 - September 2012
Strategic Employee Benefit Services 2007 - 2008
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Property, Workers Compensation, Commercial Insurance, Life Insurance, Property, Brokers, Term Life Insurance, Umbrella Insurance
Education
Middle Tennessee State University 2000 — 2004
BA, Education
Christina Cardozo Bailey's Strategic Employee Benefit Services Experience December 2014 - January 2015
Job Medical Management Coordinator
Industry Insurance
Experience
HealthyCT, Inc. March 2015 - Present
Strategic Employee Benefit Services December 2014 - January 2015
UnitedHealth Group February 2010 - November 2014
Freedom Disability March 2009 - February 2010
Infotrieve May 2008 - March 2009
Health Net Inc July 2006 - May 2008
Health Net Inc June 2004 - July 2006
Skills
Microsoft Office, Employee Benefits, Time Management, Medicare, Microsoft Word, Call Centers, Human Resources, Insurance, Sales, Software Documentation, CRM, Customer Service, Training, Team Building, Microsoft Excel, Process Improvement, Claim
Education
University of Phoenix 2011 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Phoenix 2007 — 2010
Master of Management, Human Resource Management
Johnson and Wales University 2000 — 2003
Bachelors of Science, Entrepreneurship
HealthyCT, Inc. March 2015 - Present
Strategic Employee Benefit Services December 2014 - January 2015
UnitedHealth Group February 2010 - November 2014
Freedom Disability March 2009 - February 2010
Infotrieve May 2008 - March 2009
Health Net Inc July 2006 - May 2008
Health Net Inc June 2004 - July 2006
Skills
Microsoft Office, Employee Benefits, Time Management, Medicare, Microsoft Word, Call Centers, Human Resources, Insurance, Sales, Software Documentation, CRM, Customer Service, Training, Team Building, Microsoft Excel, Process Improvement, Claim
Education
University of Phoenix 2011 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Phoenix 2007 — 2010
Master of Management, Human Resource Management
Johnson and Wales University 2000 — 2003
Bachelors of Science, Entrepreneurship
Nicholas Livanos's Strategic Employee Benefit Services Experience March 2014 - May 2014
Job Experienced in Healthcare, IT, Call Center
Industry Health, Wellness and Fitness
Experience
Strategic Employee Benefit Services March 2014 - May 2014
Community Health Network of CT September 2012 - February 2014
Onward Healthcare January 2012 - March 2012
HealthNet of the Northeast January 2008 - March 2011
Gastroenterology Associates of Fairfield August 2003 - January 2008
Valentino, Inc. January 2007 - January 2007
K&J Consulting Services October 2002 - October 2002
Northeast Generator August 2002 - August 2002
Quinnipiac University August 2001 - May 2002
Aperture Technologies, Inc. May 2001 - July 2001
Skills
Call Center, Windows 9x, MS-DOS, Windows, Microsoft Office, XP, Troubleshooting, Word, Customer Service, Lotus Notes, Computer Hardware, Microsoft Word, Networking, Training, Time Management, Call Centers, Microsoft Excel, Healthcare
Education
Quinnipiac University 1998 — 2002
BS, Computer Information Systems
Fairfield College Preparatory School 1994 — 1998
Strategic Employee Benefit Services March 2014 - May 2014
Community Health Network of CT September 2012 - February 2014
Onward Healthcare January 2012 - March 2012
HealthNet of the Northeast January 2008 - March 2011
Gastroenterology Associates of Fairfield August 2003 - January 2008
Valentino, Inc. January 2007 - January 2007
K&J Consulting Services October 2002 - October 2002
Northeast Generator August 2002 - August 2002
Quinnipiac University August 2001 - May 2002
Aperture Technologies, Inc. May 2001 - July 2001
Skills
Call Center, Windows 9x, MS-DOS, Windows, Microsoft Office, XP, Troubleshooting, Word, Customer Service, Lotus Notes, Computer Hardware, Microsoft Word, Networking, Training, Time Management, Call Centers, Microsoft Excel, Healthcare
Education
Quinnipiac University 1998 — 2002
BS, Computer Information Systems
Fairfield College Preparatory School 1994 — 1998
Sara Mallette's Strategic Employee Benefit Services Experience July 2007 - December 2011
Job Benefit Consultant at Strategic Employee Benefit Services
Industry Insurance
Experience
Digital Benefit Advisors January 2012 - Present
Strategic Employee Benefit Services July 2007 - December 2011
Education
Muskingum College
Bachelor of Arts (B.A.), Accounting and Business/Management
Digital Benefit Advisors January 2012 - Present
Strategic Employee Benefit Services July 2007 - December 2011
Education
Muskingum College
Bachelor of Arts (B.A.), Accounting and Business/Management
Tara Pridemore's Strategic Employee Benefit Services Experience 2006 - 2009
Job Underwriting Analyst at HCC Life Insurance Company
Industry Insurance
Experience
HCC Life Insurance Company May 2009 - Present
HCC Life Insurance Company 2009 - Present
Strategic Employee Benefit Services 2006 - 2009
Education
Oakland University 2004 — 2008
BA German Language and Culture, German
HCC Life Insurance Company May 2009 - Present
HCC Life Insurance Company 2009 - Present
Strategic Employee Benefit Services 2006 - 2009
Education
Oakland University 2004 — 2008
BA German Language and Culture, German
Carrie Jowell's Strategic Employee Benefit Services Experience March 2006 - June 2008
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2008 - Present
Strategic Employee Benefit Services March 2006 - June 2008
Northwestern Mutual August 2002 - March 2006
PR Newswire August 2000 - August 2002
Wallace Computer Services June 1998 - August 2000
Skills
Health Insurance, Employee Benefits, Brokers, Health Savings Accounts, Disability Insurance, Account Management, Life Insurance, Benefits Administration, COBRA, Term Life Insurance, Marketing, Healthcare, Health Care Reform, Team Leadership, Flexible Spending..., Critical Illness, Insurance, Sales, Underwriting, Leadership, Management, New Business Development, Team Building, Customer Service, Strategic Planning
Education
Texas A&M University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
USI Insurance Services June 2008 - Present
Strategic Employee Benefit Services March 2006 - June 2008
Northwestern Mutual August 2002 - March 2006
PR Newswire August 2000 - August 2002
Wallace Computer Services June 1998 - August 2000
Skills
Health Insurance, Employee Benefits, Brokers, Health Savings Accounts, Disability Insurance, Account Management, Life Insurance, Benefits Administration, COBRA, Term Life Insurance, Marketing, Healthcare, Health Care Reform, Team Leadership, Flexible Spending..., Critical Illness, Insurance, Sales, Underwriting, Leadership, Management, New Business Development, Team Building, Customer Service, Strategic Planning
Education
Texas A&M University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Brett Nuttall's Strategic Employee Benefit Services Experience November 2001 - October 2007
Job Law Clerk
Industry Law Practice
Experience
Mahaffey & Gore, P.C. May 2014 - May 2015
Oklahoma Corporation Commission January 2014 - April 2014
JFM Law Group July 2013 - August 2013
Great West Retirement Services July 2008 - August 2012
Zions Bankcorp January 2008 - July 2008
Strategic Employee Benefit Services November 2001 - October 2007
Irell and Manella LLP September 2000 - November 2001
Siegfried and Jensen 1998 - 2000
Skills
ERISA, Mutual Funds, Mergers & Acquisitions, Retirement, Asset Allocation, FINRA, Securities, Retirement Plan..., Defined Benefit, Legal Writing, Employee Benefits, CRM, 401k, Series 63, Series 6, Investments, Defined Contribution, Profit Sharing, Pensions, Series 7, IRAs, Wealth Management, Legal Research, Litigation, Title Opinions, Briefing, Drafting Agreements, Westlaw, Corporate Law, Arbitration
Education
University of Oklahoma College of Law 2012 — 2015
Juris Doctor, Top 25%
The University of Texas at Dallas 2011 — 2012
B.A, Economics
Collin County Community College 2008 — 2010
A.A, General Studies
University of Utah
Mahaffey & Gore, P.C. May 2014 - May 2015
Oklahoma Corporation Commission January 2014 - April 2014
JFM Law Group July 2013 - August 2013
Great West Retirement Services July 2008 - August 2012
Zions Bankcorp January 2008 - July 2008
Strategic Employee Benefit Services November 2001 - October 2007
Irell and Manella LLP September 2000 - November 2001
Siegfried and Jensen 1998 - 2000
Skills
ERISA, Mutual Funds, Mergers & Acquisitions, Retirement, Asset Allocation, FINRA, Securities, Retirement Plan..., Defined Benefit, Legal Writing, Employee Benefits, CRM, 401k, Series 63, Series 6, Investments, Defined Contribution, Profit Sharing, Pensions, Series 7, IRAs, Wealth Management, Legal Research, Litigation, Title Opinions, Briefing, Drafting Agreements, Westlaw, Corporate Law, Arbitration
Education
University of Oklahoma College of Law 2012 — 2015
Juris Doctor, Top 25%
The University of Texas at Dallas 2011 — 2012
B.A, Economics
Collin County Community College 2008 — 2010
A.A, General Studies
University of Utah
Lynne Black's Strategic Employee Benefit Services Experience 2006 - 2008
Job Business Development Director at Louisiana Medical Center & Heart Hospital
Industry Hospital & Health Care
Experience
Louisiana Medical Center & Heart Hospital 2008 - Present
Strategic Employee Benefit Services 2006 - 2008
Pharmacare Services 2002 - 2005
Education
Mississippi State University
Louisiana Medical Center & Heart Hospital 2008 - Present
Strategic Employee Benefit Services 2006 - 2008
Pharmacare Services 2002 - 2005
Education
Mississippi State University
Sarah Orosz's Strategic Employee Benefit Services Experience August 2008 - September 2011
Job Sales Support Consultant at Cigna HealthCare
Industry Insurance
Experience
CIGNA March 2013 - Present
Standard Insurance Company October 2011 - March 2013
Strategic Employee Benefit Services August 2008 - September 2011
DSW January 2008 - August 2008
Centro Properties Group (Australia) July 2007 - October 2007
Ruby Tuesday March 2005 - May 2007
Kent State University September 2004 - April 2005
Bally Total Fitness June 2003 - April 2005
Skills
Sales, Salesforce.com, Insurance, Employee Training, Marketing, Administrative Support, Leadership, Customer Satisfaction, Employee Benefits, Human Resources, Database Administration, Multitasker, Sales Operations, Client Retention, Group Benefits, Citrix, Microsoft Office, Healthcare Reform, Teamwork, Communication, Problem Solving, Priority Setting
Education
American Public University 2010 — 2010
Public Administration
Kent State University 2004 — 2008
Bachelors, Marketing
Deakin University 2007 — 2007
Marketing
CIGNA March 2013 - Present
Standard Insurance Company October 2011 - March 2013
Strategic Employee Benefit Services August 2008 - September 2011
DSW January 2008 - August 2008
Centro Properties Group (Australia) July 2007 - October 2007
Ruby Tuesday March 2005 - May 2007
Kent State University September 2004 - April 2005
Bally Total Fitness June 2003 - April 2005
Skills
Sales, Salesforce.com, Insurance, Employee Training, Marketing, Administrative Support, Leadership, Customer Satisfaction, Employee Benefits, Human Resources, Database Administration, Multitasker, Sales Operations, Client Retention, Group Benefits, Citrix, Microsoft Office, Healthcare Reform, Teamwork, Communication, Problem Solving, Priority Setting
Education
American Public University 2010 — 2010
Public Administration
Kent State University 2004 — 2008
Bachelors, Marketing
Deakin University 2007 — 2007
Marketing
Jim Selden's Strategic Employee Benefit Services Experience 2010 - 2011
Job Owner at Selden Millwork Sales, LLC
Industry Building Materials
Experience
Selden Millwork Sales, LLC January 2015 - Present
Iron Doors Unlimited December 2013 - December 2014
Pella Windows & Doors - Pella Carolina, Inc. March 2013 - November 2013
Strategic Employee Benefit Services 2010 - 2011
Moulding and Millwork 2004 - 2009
Stock Building Supply 2002 - 2004
Stock Building Supply 1996 - 2002
Stock Building Supply 1994 - 1996
Skills
Building Materials, Sales Management, Pricing, Purchasing, Inventory Management, Millwork, Outside Sales, Account Management, New Business Development, Wood, Contract Negotiation, Sales, Selling, Doors, Sales Operations, Budgets, Residential Homes, Cold Calling, Sales Presentations, P&L
Education
North Carolina State University 1983 — 1985
BA, Business Management
Clemson University 1981 — 1983
Financial Management
Selden Millwork Sales, LLC January 2015 - Present
Iron Doors Unlimited December 2013 - December 2014
Pella Windows & Doors - Pella Carolina, Inc. March 2013 - November 2013
Strategic Employee Benefit Services 2010 - 2011
Moulding and Millwork 2004 - 2009
Stock Building Supply 2002 - 2004
Stock Building Supply 1996 - 2002
Stock Building Supply 1994 - 1996
Skills
Building Materials, Sales Management, Pricing, Purchasing, Inventory Management, Millwork, Outside Sales, Account Management, New Business Development, Wood, Contract Negotiation, Sales, Selling, Doors, Sales Operations, Budgets, Residential Homes, Cold Calling, Sales Presentations, P&L
Education
North Carolina State University 1983 — 1985
BA, Business Management
Clemson University 1981 — 1983
Financial Management
Traci Gordon's Strategic Employee Benefit Services Experience September 2005 - June 2010
Job Benefit Analyst at Scott Insurance
Industry Insurance
Experience
Scott Insurance March 2012 - Present
Ed Jacobs & Associates, Inc. August 2010 - February 2012
Strategic Employee Benefit Services September 2005 - June 2010
Skills
Benefits Administration, Health Insurance, COBRA, Insurance, Disability Insurance, Health Savings Accounts, Human Resources, Claim, Employee Relations, Benefits, Employee Benefits, Voluntary Employee..., Benefits Negotiation, Benefits Design
Education
East Tennessee State University
Scott Insurance March 2012 - Present
Ed Jacobs & Associates, Inc. August 2010 - February 2012
Strategic Employee Benefit Services September 2005 - June 2010
Skills
Benefits Administration, Health Insurance, COBRA, Insurance, Disability Insurance, Health Savings Accounts, Human Resources, Claim, Employee Relations, Benefits, Employee Benefits, Voluntary Employee..., Benefits Negotiation, Benefits Design
Education
East Tennessee State University
Katie Kegley - Marlow's Strategic Employee Benefit Services Experience May 2005 - October 2007
Job Senior Account Representative of Key Accounts at Wells Fargo Insurance Servives USA, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Servives USA, Inc. September 2012 - Present
Wells Fargo Insurance Service USA, Inc. March 2010 - September 2012
Wells Fargo Insurance Services USA, Inc October 2007 - March 2010
Strategic Employee Benefit Services May 2005 - October 2007
Hopkins Early Learning Center June 2004 - May 2005
Skills
Employee Benefits, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Customer Retention, Customer Analysis, Strategic Planning, Insurance, Disability Insurance, Customer Satisfaction, Brokers, Sales, Management, Account Management, Selling, Cold Calling, Healthcare, Salesforce.com
Education
International Foundation - Education- Benefits and Compensation 2010 — 2014
Certified Employee Benefit Specialst, Employee Benefits
St. Cloud State University 1999 — 2004
Bachelor's degree, Early Childhood Education and Teaching
International Foundation
Wells Fargo Insurance Servives USA, Inc. September 2012 - Present
Wells Fargo Insurance Service USA, Inc. March 2010 - September 2012
Wells Fargo Insurance Services USA, Inc October 2007 - March 2010
Strategic Employee Benefit Services May 2005 - October 2007
Hopkins Early Learning Center June 2004 - May 2005
Skills
Employee Benefits, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Customer Retention, Customer Analysis, Strategic Planning, Insurance, Disability Insurance, Customer Satisfaction, Brokers, Sales, Management, Account Management, Selling, Cold Calling, Healthcare, Salesforce.com
Education
International Foundation - Education- Benefits and Compensation 2010 — 2014
Certified Employee Benefit Specialst, Employee Benefits
St. Cloud State University 1999 — 2004
Bachelor's degree, Early Childhood Education and Teaching
International Foundation
Jad Abulhusn's Strategic Employee Benefit Services Experience April 2007 - September 2009
Job Claims Investigations Coordinator
Industry Insurance
Experience
Berkshire Hathaway Homestate Companies February 2014 - Present
APEX Investigative Services, Inc. October 2012 - February 2014
ICS Merrill March 2012 - October 2012
UC Irvine Police Department March 2011 - June 2011
Strategic Employee Benefit Services April 2007 - September 2009
Education
University of California, Irvine 2006 — 2011
Bachelor of Arts (B.A.), Criminology, Law and Society
Berkshire Hathaway Homestate Companies February 2014 - Present
APEX Investigative Services, Inc. October 2012 - February 2014
ICS Merrill March 2012 - October 2012
UC Irvine Police Department March 2011 - June 2011
Strategic Employee Benefit Services April 2007 - September 2009
Education
University of California, Irvine 2006 — 2011
Bachelor of Arts (B.A.), Criminology, Law and Society
Kristine Corcoran's Strategic Employee Benefit Services Experience September 2013 - Present
Job Account Manager at Neace Lukens
Industry Insurance
Experience
Strategic Employee Benefit Services September 2013 - Present
Neace Lukens July 2006 - July 2012
Wells Fargo Insurance Services August 2004 - July 2006
Skills
Customer Service, Account Management, Insurance, Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Public Speaking, Team Building, Life Insurance
Education
Northern Kentucky University 1993 — 1996
Bachelor of Arts (B.A.), Radio and Television
Cumberland College 1990 — 1993
Strategic Employee Benefit Services September 2013 - Present
Neace Lukens July 2006 - July 2012
Wells Fargo Insurance Services August 2004 - July 2006
Skills
Customer Service, Account Management, Insurance, Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Public Speaking, Team Building, Life Insurance
Education
Northern Kentucky University 1993 — 1996
Bachelor of Arts (B.A.), Radio and Television
Cumberland College 1990 — 1993
Sherry Higgins's Strategic Employee Benefit Services Experience August 2013 - Present
Job Senior Key Account Manager at Combined Benefits, Inc.
Industry Insurance
Experience
Combined Benefits, Inc. August 2015 - Present
Strategic Employee Benefit Services August 2013 - Present
Intrepid Insurance Solutions August 2013 - Present
Blue Shield of California January 2011 - August 2013
Blue Shield of California May 2005 - January 2011
Skills
Management, Sales Management, Direct Sales, Sales Process, Leadership, CRM, Sales, Insurance, Health Insurance, Customer Retention
Education
Orange Coast College 1989 — 1991
Associate of Arts (AA)
Esperanza High School 1985 — 1989
Combined Benefits, Inc. August 2015 - Present
Strategic Employee Benefit Services August 2013 - Present
Intrepid Insurance Solutions August 2013 - Present
Blue Shield of California January 2011 - August 2013
Blue Shield of California May 2005 - January 2011
Skills
Management, Sales Management, Direct Sales, Sales Process, Leadership, CRM, Sales, Insurance, Health Insurance, Customer Retention
Education
Orange Coast College 1989 — 1991
Associate of Arts (AA)
Esperanza High School 1985 — 1989