Summit Global Partners

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Summit Global Partners Employees

Employee
Years
Job
Industry
Andy Zerbock Andy Zerbock Fort Lauderdale, Florida Details
Andy Zerbock's Summit Global Partners Experience 2002 - 2005
Job Vice President at USI
Industry Insurance
Experience
USI Insurance Services, LLC  2000 - Present
Summit Global Partners   2002 - 2005
AvMed Health Plans  1997 - 2000
Great West Life  1986 - 1990

Skills
Employee Benefits, Management, Professional Liability, Property & Casualty..., Health Insurance, Commercial Insurance, Casualty, Disability Insurance, Strategic Planning, Workers Compensation, Business Development, Leadership, Liability, Financial Analysis, Sales Management, Account Management, Negotiation, Strategy, Life Insurance, Term Life Insurance, Benefits Administration, Sales, Underwriting, Healthcare, New Business Development, Program Management

Education
American Intstitutes   2001 — 2003
ARM, Risk Management

Rutgers, The State University of New Jersey-New Brunswick   1981 — 1984
BA, English

Moorestown High School

SHRM Referral

Ken Snyder Ken Snyder Greater New York City Area Details
Ken Snyder's Summit Global Partners Experience 1999 - 2001
Job Sales Learning Consultant Improving communication skills and relationship building
Industry Insurance
Experience
ADP  May 2001 - Present
Automatic Data Processing  2011 - 2013
Summit Global Partners   1999 - 2001
HRH  1996 - 1998
Marsh  1983 - 1996

Skills
Salesforce.com, Workers Compensation, Sales Process, Mentoring, Insurance, Strategic Partnerships, Selling, Customer Retention, Sales Management, Cold Calling, Selling Skills, Direct Sales, Account Management, Training, New Business Development, Employee Benefits, Leadership, Sales Operations, Sales, Recruiting, Lead Generation, Sales Presentations, Building Relationships, SaaS, Business Development, Solution Selling, PEO, Human Resources, Coaching, B2B, CRM, Talent Acquisition

Education
Middlebury College   1972 — 1976
BA, Political Science & History

DeAnna Pledger DeAnna Pledger West Palm Beach, Florida Area Details
DeAnna Pledger's Summit Global Partners Experience November 1998 - November 2004
Job Assistant Vice President at NFP Private Client Group
Industry Insurance
Experience
NFP P&C Private Client Group; Lane McVicker, LLC   September 2006 - Present
NFP Private Client Group   2006 - 2015
NFP Private Client Group   2006 - 2015
PLI Brokerage  2004 - 2006
Summit Global Partners   November 1998 - November 2004
Marsh  May 1990 - November 1998

Skills
Property & Casualty..., Insurance, Commercial Insurance, Marketing, Umbrella Insurance, Estate Planning, Underwriting, Customer Service, Workers Compensation, Brokers, Liability, Sales, Casualty, Professional Liability, Risk Management, Legal Liability, Casualty Insurance

Education
American University   1985 — 1989
BA, Communications

Andrew Turnbull Andrew Turnbull Greater Detroit Area Details
Andrew Turnbull's Summit Global Partners Experience April 2002 - May 2006
Job Senior Vice President at Sterling Insurance Group
Industry Insurance
Experience
Sterling Insurance Group  January 2015 - Present
City of Grosse Pointe  November 2011 - Present
Independent Agent  April 2002 - January 2015
Summit Global Partners   April 2002 - May 2006

Skills
Marketing, Insurance, Budgets, Sales Management, Strategy, Program Management, Financial Analysis, Marketing Strategy, Team Building, Public Speaking, Investments, Management, Sales, Forecasting, Real Estate, New Business Development, Small Business, Microsoft Excel, Operations Management, Strategic Planning, Contract Negotiation, Healthcare, Process Improvement, Leadership, Event Planning, Finance, Negotiation, Direct Sales

Education
Northwood University   1984 — 1987
Bachelor of Business Administration (BBA), Marketing

Nancy Frost Nancy Frost Greater Seattle Area Details
Nancy Frost's Summit Global Partners Experience 2005 - 2009
Job Partner, Employee Benefits Manager and Practice Leader at Propel Insurance
Industry Insurance
Experience
Propel Insurance  September 2011 - Present
Woodruff Sawyer  January 2010 - September 2011
Summit Global Partners   2005 - 2009
Marsh & McClennan  February 1992 - December 2005

Skills
Insurance, Brokers, Health Insurance, Underwriting, Property & Casualty..., Workers Compensation, Commercial Insurance, Disability Insurance, Professional Liability, Health Savings Accounts, Benefits Administration, Risk Management, Casualty, Claim, Legal Liability, Life Insurance, Employment Practices..., Liability, General Insurance

Education
Eastern Washington University   1977 — 1980
Bachelor of Science, Secondary Vocational Education

Brad Atchley Brad Atchley Dallas/Fort Worth Area Details
Brad Atchley's Summit Global Partners Experience August 1999 - December 1999
Job Senior Systems Engineer
Industry Telecommunications
Experience
XO Communications  March 2005 - Present
Service Electronics  December 1999 - March 2005
Summit Global Partners   August 1999 - December 1999
South Austin Hospital  June 1996 - August 1999

Skills
Active Directory, Troubleshooting, Telecommunications, Routers, IT Management, Blackberry Enterprise..., Windows Server, Microsoft Exchange, Switches, Networking, Firewalls, Network Design, Cisco Technologies, Unix, Enterprise Software, Disaster Recovery, VoIP

Education
The University of Texas at Austin   1992 — 1996
Microbiology

Ann Corigliano Ann Corigliano Greater New York City Area Details
Ann Corigliano's Summit Global Partners Experience July 2000 - February 2001
Job Principal/Partner 3 Coast Insurance Agency
Industry Insurance
Experience
3 Coast Insurance Agency   August 2009 - Present
Allstate  January 2008 - July 2009
ADP  February 2001 - January 2008
Summit Global Partners   July 2000 - February 2001
The Dale Group   1999 - 2000
Marsh & McLennan Companies, Inc.   1997 - 1999
Johnson & Higgins  1989 - 1996

Skills
Property & Casualty..., Insurance, Life Insurance, Licensing, Workers Compensation, Health Insurance, Underwriting, Casualty, Commercial Insurance, Employee Benefits, Fixed Annuities, Brokers

Education
Boonton High School

Fairleigh Dickinson University, Madison, NJ
B.A., English/Communications

Nicole Sadia Nicole Sadia Boca Raton, Florida Details
Nicole Sadia's Summit Global Partners Experience 2005 - 2005
Job 1
Industry Insurance
Experience
Yvel   May 2014 - Present
USI Insurance Services  2005 - 2013
USI Insurance Services  2005 - 2007
Summit Global Partners   2005 - 2005
Excelsior Benefits  2001 - 2005

Skills
Insurance, Health Insurance, Employee Benefits, Strategic Planning, Benefits Administration, General Insurance, Calander Management, Travel Coordination, Processsed Expensed..., Onsite Event..., Coordinated Health Fairs, Underwriting, CRM, Access, Budgets

Education
Dean College
Associate's degree, Liberal Arts

Newbury College
Associate's degree, Hotel and Resort Management

Roger Santone Roger Santone Dallas/Fort Worth Area Details
Roger Santone's Summit Global Partners Experience 1998 - 2000
Job EVP Technology at American Heart Association
Industry Information Technology and Services
Experience
American Heart Association  January 2013 - Present
Brinks Inc.  2008 - 2012
Atrium  2004 - 2008
USF Processors, Inc.   2000 - 2004
Summit Global Partners   1998 - 2000
Global Compression Services, Inc.   1996 - 1998
BNSF Railway  1993 - 1996
Bank One  1991 - 1993
Frito-Lay, Inc.   1989 - 1991
TXU  1983 - 1989

Skills
Vendor Management, Business Intelligence, Disaster Recovery, IT Strategy, Integration, Strategic Planning, IT Management, Management, Business Analysis, Program Management, Change Management, Team Leadership, Leadership, Strategy, Executive Management, Enterprise Software, Human Resources, Cloud Computing, ITIL, Outsourcing, IT Service Management, ERP, Security, Governance, SaaS, Educational Technology, Business Strategy, Information Technology

Education
Louisiana Tech University   1977 — 1982
BS, Information Technology

Randy Proos, CIC, CRIS Randy Proos, CIC, CRIS Miami/Fort Lauderdale Area Details
Randy Proos, CIC, CRIS's Summit Global Partners Experience February 1998 - May 2005
Job Vice President Heavy Equipment Practice at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  January 1994 - Present
Summit Global Partners   February 1998 - May 2005

Skills
Property & Casualty..., Inland Marine, Crane & Rigging..., Heavy Equipment, Brokers, Insurance, Liability, Professional Liability, Risk Management, Reinsurance, Claim, Construction, Contract Management, Commercial Insurance, Casualty, Captives, Employment Practices..., Underwriting, Financial Risk, Workers Compensation, Strategy, Management, Umbrella Insurance, Legal Liability

Education
Florida International University   1993 — 1994

Broward Community College   1991 — 1993
AA, Business

Tad Brockie Tad Brockie San Francisco Bay Area Details
Tad Brockie's Summit Global Partners Experience September 2002 - February 2003
Job Program Director Executive Accounts at Vantreo Insurance Brokerage
Industry Insurance
Experience
Vantreo Insurance Brokerage  December 2014 - Present
Andover Alumni Blue Key  March 2011 - Present
One Risk Group, LLC  April 2011 - December 2014
Lockton Companies  March 2003 - February 2011
Summit Global Partners   September 2002 - February 2003
Aon Risk Services  September 1985 - August 2002

Skills
Lifesciences, Biotechnology, Medical Devices, Retail, Wholesale & Distribution, Manufacturing Operations, Agriculture, Property & Casualty..., Commercial Insurance, Risk Management, Commercial Real Estate, Professional Liability, Intellectual/Infringment..., High Hazard Property..., Attorneys, Transportation, Workers Compensation, Casualty, Brokers, Legal Liability, Insurance, Liability

Education
Lawrence University
BA, Geology and Anthropology

Phillips Andover Academy

Stewart Smith LTD
Insurance

Ray Garcia Jr. Ray Garcia Jr. Houston, Texas Area Details
Ray Garcia Jr.'s Summit Global Partners Experience 2002 - 2005
Job Managing Director
Industry Investment Banking
Experience
Optima RG Group LLC   January 2006 - Present
Venture Strategies LLC   November 2009 - September 2010
USI Southwest  2005 - 2007
Summit Global Partners   2002 - 2005
The Lockton Companies   1997 - 2002
Texas Insurance Company   1994 - 1997
The Lockton Companies   1989 - 1993

Skills
Real Estate, Mergers, Finance, Risk Management, Asset Management, Mergers & Acquisitions, Restructuring, Procurement, Private Equity, Entrepreneurship, Management, Marketing, Business Planning, Financial Services, Corporate Finance, Project Management, Energy, Valuation, Real Estate Development, Investments, Financial Modeling, Due Diligence, Venture Capital, Project Finance, Private Placements, Executive Management

Education
University of Houston   1975 — 1978
Bachelor of Arts (B.A.), Political Science and Government

Gregory Roth Gregory Roth Greater New York City Area Details
Gregory Roth's Summit Global Partners Experience June 1999 - December 2001
Job President at The Roth Agency
Industry Insurance
Experience
The Roth Agency   January 2002 - Present
Summit Global Partners   June 1999 - December 2001

Skills
Insurance, Small Business, Healthcare, Strategic Planning, Retirement Planning, Risk Management, Health Savings Accounts, Health Insurance, Disability Insurance, Term Life Insurance, Account Management, Sales, Claim, Long-term Care, Employee Benefits, Brokers, Medicare, Financial Services, Workers Compensation, 401k, Life Insurance, Fixed Annuities, Universal Life, Long Term Care Insurance, Underwriting, Group Insurance, Accident, Whole Life, Dentistry, COBRA, Retirement, Commercial Insurance, Critical Illness, Professional Liability, Umbrella Insurance, Property & Casualty..., Financial Planners, Legal Liability, Employment Practices..., Casualty, Homeowners, D&O, Liability, Commercial Lines, Estate Planning, General Insurance, Medicare Part D

Education
The George Washington University   1985 — 1992
MBA, International Business

The George Washington University - School of Business   1990 — 1991
MBA, International Business

The George Washington University - School of Business   1985 — 1989
BBA, Finance / Accounting

Jeanette Bitzkie Jeanette Bitzkie Pipe Creek, Texas Details
Jeanette Bitzkie's Summit Global Partners Experience January 2001 - June 2002
Job Insurance Professional
Industry Insurance
Experience
Main Street Insurance Group   2003 - 2005
Gallagher Benefit Services  June 2002 - January 2003
Summit Global Partners   January 2001 - June 2002

Skills
Group 1 license;..., Microsoft Office, Microsoft Word, PowerPoint, Proofreading, Writing, Telecommuting, Organization, Outstanding time..., Interpersonal Skill

Education
Baylor University   1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing

Carla R. Fulton, MBA, SPHR Carla R. Fulton, MBA, SPHR Dallas/Fort Worth Area Details
Carla R. Fulton, MBA, SPHR's Summit Global Partners Experience January 1998 - January 2005
Job Consultant at HR Consultants
Industry Human Resources
Experience
HR Consultants   August 2011 - Present
National Envelope  January 2008 - May 2011
Home Interiors & Gifts  January 2005 - January 2008
Summit Global Partners   January 1998 - January 2005
Pier 1 Imports  1993 - 1997
DSC Communications  1988 - 1993

Skills
Performance Management, Compensation, Employee Engagement, Legal Compliance, Restructuring, Employee Relations, Succession Planning, Workforce Planning, Talent Management, Labor Relations, Talent Acquisition, Talent Development, Organizational Design, SPHR, Leadership Development, Union Avoidance, Benefits, Organizational..., Change Management, HR Strategy, Global HR, Affirmative Action, Mergers, Executive Coaching, Coaching, Conflict Resolution, Strategy, Human Resources, Deferred Compensation, Employee Benefits, Training, Leadership, Applicant Tracking..., Recruiting, Personnel Management, Interviews, Management, Organizational..., HRIS, Program Management, Strategic Planning, Benefits Administration, Compensation & Benefit, HR Policies, Culture Change, Onboarding, New Hire Orientations, Executive Management, Employee Training, Job Descriptions

Education
University of North Texas
MBA, Human Resource Management and Industrial Relations

University of North Texas
BA, Psychology

Darlene Whitt Darlene Whitt Houston, Texas Area Details
Darlene Whitt's Summit Global Partners Experience 2000 - 2003
Job Production Analyst III at Citation Oil & Gas Corp.
Industry Oil & Energy
Experience
Citation Oil & Gas Corp.   October 2005 - Present
Gallagher Benefit Services, Inc.   June 2003 - November 2005
Summit Global Partners   2000 - 2003
Pilot Chemical Company  1994 - 1998
Unocal  1990 - 1992
Sparton Electroincs Florida   1982 - 1984

Skills
Analysis, Petroleum, Human Resources, Software Documentation, Microsoft Office, Gas, Upstream, Budgets, Microsoft Excel, Natural Gas, Oil/Gas, Databases, Invoicing, Energy Industry, Drilling, Onshore, Energy, Pipelines, Offshore Drilling, Geology, Oil & Gas Industry, Management, Oil & Gas

Education
Houston Baptist University   1977 — 1977
French

Houston Baptist University
French Language and Literature

Jill Fenton Jill Fenton Greater New York City Area Details
Jill Fenton's Summit Global Partners Experience 1999 - 2000
Job Independent Insurance Professional
Industry Insurance
Experience
Converium Reinsurance (NA) Inc. (f/k/a Zurich Re)   2000 - 2007
Summit Global Partners   1999 - 2000
Marsh  1995 - 1999

Education
Drew University   1991 — 1995

Rebecca Ray Rebecca Ray Dallas, Texas Details
Rebecca Ray's Summit Global Partners Experience September 2002 - February 2003
Job Senior Accountant at Lincoln Harris CSG
Industry Information Technology and Services
Experience
Lincoln Harris CSG  October 2014 - Present
GP Plastics Corp   August 2013 - Present
Jones Paint and Body & others   November 2011 - Present
Riverstone Residential Group  September 2013 - October 2014
City of Dallas  December 2012 - August 2013
Orange Hippo LLC   May 2011 - August 2011
Big Man Development, Inc   December 2008 - December 2010
International Luxury Products, Inc   March 2003 - July 2008
Summit Global Partners   September 2002 - February 2003
Heath Holdings USA, Inc   January 2000 - January 2002

Skills
Process Improvement, Analysis, Executive Management, Accounts Payable, General Ledger, Payroll, Variance Analysis, Leadership

Education
University of Mississippi - School of Business Administration   1973 — 1977
Bachelor of Business Administration (BBA), Business Administration

University of Mississippi
Bachelor, Business Administration

Rae Lynn Zachary, ARM, CPCU, CPIW, CLP, DAE Rae Lynn Zachary, ARM, CPCU, CPIW, CLP, DAE San Francisco Bay Area Details
Rae Lynn Zachary, ARM, CPCU, CPIW, CLP, DAE's Summit Global Partners Experience January 2001 - March 2003
Job Sr. Account Manager | Lockton Insurance Brokers | Non Profit Group | Business Insurance | rzachary@lockton.com
Industry Insurance
Experience
California Council of IAIP   July 2014 - Present
Lockton Insurance Brokers, LLC  March 2003 - Present
Lockton Companies  March 2003 - Present
Miche Bag  October 2011 - Present
Advocare  November 2012 - Present
International Association of Insurance Professionals - Region VIII   July 2012 - June 2013
CA Council of NAIW   June 2011 - July 2012
San Francisco Chapter of NAIW   July 2009 - June 2011
Summit Global Partners   January 2001 - March 2003
Aon  May 1992 - January 2001

Skills
Microsoft Office, Commercial Insurance, Surety Bonds, Non-Profit Insurance, Service Industries, Casualty, Insurance, Non-profits, Customer Service, Property & Casualty..., Claim, Underwriting, Sales, Marketing, Nonprofits, Leadership, Professional Liability, Legal Liability, Management, Risk Management, Brokers, General Insurance, New Business Development, Negotiation, Workers Compensation, Liability, Team Building, Claims Management, D&O, Umbrella Insurance, Commercial Lines, Employment Practices..., Inland Marine, Excess, Casualty Insurance

Education
Diablo Valley College   1985 — 1987
Secretarial

Jeff Haynes Jeff Haynes Miami/Fort Lauderdale Area Details
Jeff Haynes's Summit Global Partners Experience January 2003 - January 2005
Job National Heavy Construction Insurance Practice Leader
Industry Insurance
Experience
USI Insurance Services  January 2010 - Present
USI Insurance Services  January 2005 - January 2010
Summit Global Partners   January 2003 - January 2005

Skills
Insurance, Property & Casualty..., Contract Management, Construction, Risk Management, Underwriting

Education
Florida International University   1980 — 1982
Finance, Business

Florida State University   1977 — 1981
Risk Management, Business

Gretchen Hodge Gretchen Hodge Dallas/Fort Worth Area Details
Gretchen Hodge's Summit Global Partners Experience 1997 - 2005
Job Business Technology Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  2005 - Present
Summit Global Partners   1997 - 2005
Noel Greaves Incorporated   1984 - 1997
Deegan English Liles   1981 - 1984

Skills
Commercial Insurance, Insurance, Risk Management, Data Analysis, Business Process..., Microsoft Excel, Microsoft Word

Education
Texas Tech University   1975 — 1978
BS, Economics

Baylor University   1973 — 1975
Chemistry

Glenn Morrison Glenn Morrison Greater Chicago Area Details
Glenn Morrison's Summit Global Partners Experience July 2003 - June 2006
Job Senior Vice President / The Plexus Groupe
Industry Insurance
Experience
The Plexus Groupe  April 2009 - Present
Assurance Agency  2006 - 2009
Summit Global Partners   July 2003 - June 2006
Gallagher Benefit Services  1979 - 2003

Skills
Employee Benefits, Insurance, Brokers, Health Insurance

Education
Illinois State University   1969 — 1974
BS, English / History

Maria Elena Cantu Maria Elena Cantu Houston, Texas Area Details
Maria Elena Cantu's Summit Global Partners Experience April 1999 - June 2001
Job Account Manager at Americanized Benefit Consultants
Industry Insurance
Experience
Americanized Benefit Consultants   February 2010 - Present
Lockton Companies  June 2006 - February 2009
Aon Risk Services  June 2001 - June 2006
Summit Global Partners   April 1999 - June 2001
Hotchkiss Insurance Agency, Inc   April 1997 - April 1999
John L   January 1994 - April 1997
F&D Companies   March 1981 - January 1994

Skills
Health Insurance, Insurance, Management, Microsoft Office, Risk Management, Sales, Underwriting

Education
Houston Community College   1988 — 1990
Business Administration

Jamie Parry, CIC Jamie Parry, CIC Greater Detroit Area Details
Jamie Parry, CIC's Summit Global Partners Experience April 2000 - March 2005
Job Vice President at Mason McBride
Industry Insurance
Experience
Summit Risk Management   April 2005 - Present
Mason McBride   January 2006 - Present
Summit Global Partners   April 2000 - March 2005

Skills
D&O, Property & Casualty..., Risk Financing, Workers Compensation, Commercial Insurance, Insurance, Employment Practices..., Casualty, Captives, Excess, Commercial Lines, Legal Liability, Liability, Umbrella Insurance, Inland Marine, Brokers, Underwriting, Reinsurance, Claims Management, General Insurance, Claim, Disability Insurance, Risk Management, Surety Bonds

Education
Oakland University

Joyce Drahman Joyce Drahman Dallas/Fort Worth Area Details
Joyce Drahman's Summit Global Partners Experience January 2002 - April 2005
Job Sr. Account Manager at Frost Insurance
Industry Insurance
Experience
Frost Insurance  February 2006 - Present
Davis Dyer Max   April 2005 - February 2006
Summit Global Partners   January 2002 - April 2005

Skills
Insurance, Commercial Insurance, Property & Casualty..., Account Management, General Insurance, Casualty, Commercial Lines

Education
Dallas County Community College

Midwestern State University