The ABD Team

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The ABD Team Employees

Employee
Years
Job
Industry
Ken Juricic Ken Juricic San Francisco Bay Area Details
Ken Juricic's The ABD Team Experience July 2012 - Present
Job Senior Vice President and Founding Principal at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  2007 - 2012
abd Insurance and Financial Services  2000 - 2007
Humana  1999 - 2000
CIGNA  1995 - 1998
CIGNA  1992 - 1995
CIGNA  1990 - 1992
Equicor  1989 - 1990
The Equitable  1985 - 1988
The Equitable  1982 - 1985

Skills
Employee Benefits, Health Insurance, Insurance, Executive Management, Health Savings Accounts, National Accounts, Disability Insurance, Brokers, Life Insurance, Sales, Account Management, Benefits Administration, Leadership, Strategic Planning, Underwriting

Education
Gettysburg College
Bachelor of Arts (B.A.), Business Administration and Management, General

Casey Rhodes Casey Rhodes Diablo, California Details
Casey Rhodes's The ABD Team Experience July 2012 - Present
Job Founding Principal
Industry Insurance
Experience
The ABD Team   July 2012 - Present

Education
University of California, Berkeley   1989 — 1993

Kathy Marey Kathy Marey San Mateo, California Details
Kathy Marey's The ABD Team Experience July 2012 - Present
Job Senior Account Manager for The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
JLV Insurance Services   April 1998 - July 2012
Kathy's Day Care   June 1984 - April 1998
Bowen, Mason & Esplund Insurance Services   September 1977 - May 1984

Skills
Liability, D&O, Insurance, Professional Liability, Fiduciary Liability, Workers Compensation, Commercial Insurance, Property & Casualty..., Employee Benefits, Umbrella, Commercial Lines, General Insurance, Inland Marine, Home, General Liability, Casualty, Small Business, Customer Service, Account Management, Microsoft Office, Word, Automobile, Construction, Contractors, Manufacturing, Surety Bonds, Employment Practices..., Excess, Notary Public, Legal Liability, Underwriting, Umbrella Insurance, Health Savings Accounts, Claim, Disability Insurance, Claims Resolution, Life Insurance, Liability Analysis, Health Insurance, Claims Management, Casualty Insurance

Education
Cañada College   1994 — 1996
Business

Aragon High School   1971 — 1975
Business/Commerce, General

Dorothy Billingsley Dorothy Billingsley San Francisco Bay Area Details
Dorothy Billingsley's The ABD Team Experience July 2012 - Present
Job AVP, Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  2008 - July 2012
ABD Insurance and Financial Services  October 2002 - 2008

Skills
Property & Casualty..., Commercial Insurance, Insurance, Liability, Workers Compensation, Brokers, Professional Liability, Casualty, General Insurance, Risk Management, Commercial Lines, Claim, Legal Liability

Education
Notre Dame de Namur University   2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Summa Cum Laude

Callie Jaques Callie Jaques Greater Los Angeles Area Details
Callie Jaques's The ABD Team Experience January 2014 - September 2014
Job Graduate Intern at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  June 2015 - Present
UCLA Center for Health Policy Research  October 2014 - June 2015
The ABD Team   January 2014 - September 2014
AFIS Benefits & Insurance Services   July 2013 - December 2013
UC Berkeley  February 2013 - May 2013
Coaching Corps  September 2012 - December 2012
Mark Chow Financial Services   May 2011 - August 2012
Sather Health  September 2011 - December 2011
Niroga Institute  January 2011 - May 2011

Skills
Microsoft Office, Photoshop, Candid Color Systems..., Database Research, Social Networking, Public Speaking, Organization, Facebook, Event Planning, Research, PowerPoint, Fundraising, Communications, Presentations, Stata, JSTOR, Office Administration, Access

Education
University of California, Los Angeles - Fielding School of Public Health   2014 — 2016
Master of Public Health (MPH), Health Policy & Management

University of California, Berkeley   2009 — 2013
B.A, Public Health, 3.631

Brian Gilmore Brian Gilmore San Francisco, California Details
Brian Gilmore's The ABD Team Experience September 2014 - Present
Job Lead Benefits Counsel at The ABD Team
Industry Law Practice
Experience
The ABD Team   September 2014 - Present
Trucker Huss  September 2009 - September 2014
Trucker Huss  May 2008 - August 2008
U.S. Department of Labor   May 2007 - August 2007

Skills
ERISA, Employee Benefits, Health Plans, Welfare Plans, Appeals, COBRA, Litigation, Welfare, Legal Research, Severance, Health Policy, Class Actions, Defined Benefit, Health Care Reform, Analysis, Executive Pay, Employment Law

Education
University of San Francisco School of Law   2006 — 2009
Juris Doctor (J.D.), cum laude

University of California, Berkeley   2002 — 2006
Bachelor’s Degree, History and Rhetoric, w/ honors in history, distinction in general scholarship, and dean's honor list

Clay Stafford Clay Stafford San Francisco Bay Area Details
Clay Stafford's The ABD Team Experience August 2014 - Present
Job Vice President, Senior Account Executive at The ABD Team
Industry Investment Management
Experience
The ABD Team   August 2014 - Present
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services Investment Advisors, Inc.   January 2009 - July 2012
abd  August 2008 - January 2009
The Standard  May 2000 - August 2008
OneAmerica  November 1999 - May 2000

Skills
Financial Planners, Investments, 401k, Mutual Funds, Valuation, Employee Benefits, Retirement, Brokers, Retirement Planning

Education
Indiana University Bloomington   1991 — 1996
B.S., Mathematics

Jean Neu Jean Neu San Jose, California Details
Jean Neu's The ABD Team Experience April 2015 - Present
Job Vice President, Account ExecutiveSurety
Industry Insurance
Experience
The ABD Team   April 2015 - Present
Willis  April 2008 - April 2015
Wells Fargo  November 2000 - March 2008
Aon Risk Services  February 1989 - October 2000

Skills
Surety, Management, Insurance, Underwriting, Risk Management, Negotiation, CRM, Property & Casualty..., Commercial Insurance, Strategy, Brokers, Account Management, Health Insurance, Workers Compensation

Education
San Jose State University

Daniel Caron Daniel Caron Fremont, California Details
Daniel Caron's The ABD Team Experience July 2013 - Present
Job Salesforce Administrator
Industry Insurance
Experience
The ABD Team   July 2013 - Present
Starbucks  September 2010 - July 2013
The Home Depot  June 2004 - May 2008

Skills
Customer Service, Salesforce Administrator, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Outlook, Customer Satisfaction, Team Leadership, Sales, Management, Team Building, Inventory Management

Education
Cal State Hayward   2001 — 2004
Computer Science

Bellarmine College Preparatory   1997 — 2001
High School Diploma

Tracy Tenorio Tracy Tenorio San Francisco Bay Area Details
Tracy Tenorio's The ABD Team Experience August 2012 - Present
Job SVP, Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2012 - Present
Wells Fargo Insurance Services  October 2007 - August 2012
abd Insurance & Financial Services  1994 - 2007

Skills
Strategic Planning, E&O, Customer Retention, Contract Negotiation, Fiduciary, New Business Development, Risk Management, Underwriting, Workers Compensation, Casualty Insurance, General Insurance

Education
Golden Gate University
BA, Business Administration

Chelsey Hart Chelsey Hart San Francisco, California Details
Chelsey Hart's The ABD Team Experience September 2013 - February 2014
Job Assistant Director at Bright Spot Education
Industry Education Management
Experience
Bright Spot Education   February 2014 - Present
Chelsey Hart Publishing   September 2011 - Present
The ABD Team   September 2013 - February 2014
Triphasic Industries   July 2011 - September 2013
Libraries, Media, & Textbooks Department at SFUSD   2006 - 2011
San Francisco Unified School District  2001 - 2006

Skills
Research, Relational Databases, Information Management, Program Development, Curriculum Design, Literacy, Educational Technology, Information Literacy, Library Instruction, E-Learning, Library Systems, Library, Curriculum Development, Classroom, Virtual Reference, Electronic Resources, Instructional Technology, Literature, Library Management, Teaching, Collection Development, Library Reference, Web 2.0, Library Research, Cataloging, Digital Libraries, Community Outreach, Archives, Special Collections, Library 2.0, Digitization, Editing, Library Science, Indexing, Metadata, Academic Libraries, Instructional Design, Taxonomy, History, LibGuides, Content Management, Online Research, Knowledge Management, Distance Learning, Digital Preservation, Metadata Standards, Grant Writing, Information Retrieval, Databases, FileMaker

Education
San Jose State University   2007 — 2010
Masters in Library and Information Science, Information Science/Studies

San Francisco State University   2002 — 2004
Teaching Credential, Multiple Subjects, English as a Second Language

The University of Texas at Austin   1995 — 1999
Bachelor of Arts, History and Anthropology, Cum Laude

Jeff Ashworth, CRPS® Jeff Ashworth, CRPS® San Francisco, California Details
Jeff Ashworth, CRPS®'s The ABD Team Experience March 2014 - Present
Job Retirement Services Account Executive Helping companies develop successful retirement plan programs for their employees
Industry Financial Services
Experience
The ABD Team   March 2014 - Present
Morgan Stanley Wealth Management  December 2012 - March 2014
Transamerica  March 2011 - November 2012
401 Plans   2010 - 2011
Davie Brown Entertainment  2010 - 2010
Nordstrom  2007 - 2009
Google  2002 - 2006

Education
University of Colorado Boulder - Leeds School of Business   2006 — 2009
Bachelor, Marketing, Operations & Information Management

Palo Alto High School   2002 — 2006

Cameron Lock Cameron Lock Burlingame, California Details
Cameron Lock's The ABD Team Experience August 2014 - Present
Job P&C Account Coordinator at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2014 - Present
The ABD Team   August 2013 - August 2014

Skills
Insurance, Risk Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Social Media, Event Planning, Customer Service, Leadership, Property & Casualty..., Brokers, Sales, Commercial Insurance, Investments

Education
University of California, San Diego   2009 — 2013
Bachelor of Science (BS), Management Science

Andrea Shen Andrea Shen Philadelphia, Pennsylvania Details
Andrea Shen's The ABD Team Experience July 2014 - December 2014
Job Student at The Wharton School, University of Pennsylvania
Industry
Experience
Strategy&, part of the PwC network   June 2015 - August 2015
The ABD Team   July 2014 - December 2014
DSM  June 2014 - July 2014
Chicago Title  June 2013 - August 2013
Vector Marketing  June 2012 - August 2012
Hollister Co.  June 2011 - August 2012
Navman Wireless  June 2011 - August 2011

Skills
Marketing, Economics, Fashion, Public Speaking, Microsoft Word, PowerPoint, Marketing Research, Consulting, Global Benefits, Retail, Sales, Insurance, Management, Customer Service, Photoshop, InDesign, Microsoft Office, Social Media, HTML, Communication, Leadership, Teaching

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Bachelor of Science (BS), Marketing, Management, and Operations and Information Management

Lake Forest Academy   2008 — 2012

Carrie Sambel Carrie Sambel San Francisco Bay Area Details
Carrie Sambel's The ABD Team Experience January 2014 - Present
Job Senior Account Manager at The ABD Team
Industry Human Resources
Experience
The ABD Team   January 2014 - Present
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  January 2008 - July 2012
Ross Stores  January 1995 - August 1997

Skills
Cold Calling, Commercial Insurance, Employee Benefits, Property & Casualty..., Insurance, Health Insurance, Disability Insurance, Sales, Workers Compensation, Underwriting, Brokers, Marketing Strategy, New Business Development, Benefits Administration, Salesforce.com, Contract Negotiation, Health Savings Accounts, Healthcare, Customer Retention, Customer Service, Account Management

Education
University of San Francisco
Bachelor of Science, Business Administration, Management and Operations

Timothy Guzman, CPCU, ARM, RPLU Timothy Guzman, CPCU, ARM, RPLU San Francisco, California Details
Timothy Guzman, CPCU, ARM, RPLU's The ABD Team Experience July 2012 - Present
Job Vice President at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  October 2007 - July 2012
abd Insurance and Financial Services  2004 - 2007
Woodruff-Sawyer & Co  1997 - 2003
Aon Risk Services  1996 - 1997
Woodruff-Sawyer & Co  1987 - 1996
Edward Jacobs & Company   1984 - 1987
Deans & Homer  1978 - 1984

Skills
Property & Casualty..., Insurance, Risk Management, Account Management, Underwriting, Marketing, Brokers, Contract Negotiation, Negotiation, Commercial Lines

Education
Golden Gate University   1987 — 1989
Risk Management & Insurance

University of San Francisco   1975 — 1979
Bachelor of Science (BS), Biology

Mc Lane High School   1972 — 1975

Maria Jose (Alvarado) Small Maria Jose (Alvarado) Small San Francisco Bay Area Details
Maria Jose (Alvarado) Small's The ABD Team Experience January 2014 - Present
Job International Account Manager, AVP at The ABD Team
Industry Insurance
Experience
The ABD Team   January 2014 - Present
Wells Fargo Insurance Services  May 2012 - December 2013
Wells Fargo Insurance Services  July 2007 - May 2012

Skills
Customer Service, Insurance, Retail, Editing, Casualty, D, Commercial Insurance, Liability, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Professional Liability, Property, Sales, Underwriting

Education
UC Davis   2005 — 2007
Bachelor of Arts, Literature

Raoul Wallenberg

Holly Long Holly Long San Mateo, California Details
Holly Long's The ABD Team Experience September 2012 - Present
Job VP/Team Leader ABD Private Client Services Risk Management Advisor
Industry Insurance
Experience
The ABD Team   September 2012 - Present

Skills
Leadership, Insurance, Casualty, Liability, Marketing, Risk Management, Umbrella Insurance

Education
University of Nevada-Reno   1991 — 1995
Bachelor of Arts (B.A.), Business/Corporate Communications

Universidad de Costa Rica   1995 — 1995
Spanish and Iberian Studies

University of San Sebastian, Spain   1993 — 1993
Spanish and Iberian Studies

Fern Kao Fern Kao San Francisco Bay Area Details
Fern Kao's The ABD Team Experience July 2012 - Present
Job Account Coordinator at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  March 2008 - July 2012
MacCorkle Insurance Service  July 1997 - February 2008
Mutual of New York  February 1995 - June 1997

Skills
Employment Practices..., Property & Casualty..., Brokers, Professional Liability, Umbrella Insurance, Commercial Lines, Insurance, Underwriting, Customer Service, Small Business, Workers Compensation, D&O, General Insurance, Commercial Insurance, Term Life Insurance, Liability, Fixed Annuities, Health Insurance

Education
Ming Chuan University
BA, Business

Christy Tuminia Christy Tuminia San Jose, California Details
Christy Tuminia's The ABD Team Experience July 2012 - Present
Job Account Executive
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Advanced Professionals   October 2000 - July 2012
iReady  May 2000 - October 2000
PocketScience   February 2000 - May 2000
Leasing Solutions   1996 - 2000

Skills
Disability Insurance, Management, Medicare, Small Business, Employee Benefits, Team Leadership, Insurance, Customer Service, Commercial Insurance, Underwriting, Contract Negotiation, Individual Health..., Benefits Administration, Long Term Care Insurance, Middle Market, Health Insurance, Account Management, Brokers, Claim, Sales, Human Resources, Commercial Account...

Education
San Jose State University   1993 — 1995
B.S., Business- Marketing

West Valley College   1990 — 1993
Associate's degree, Business

Spencer Powell Spencer Powell San Francisco, California Details
Spencer Powell's The ABD Team Experience June 2014 - Present
Job IT Business Analyst at The ABD Team
Industry Internet
Experience
The ABD Team   June 2014 - Present
BackOps  July 2013 - June 2014
Tall Green Tree Inc.   March 2013 - June 2013
Northwestern University Sailing Center   June 2012 - October 2012
Torch Lake Yacht and Country Club   June 2011 - September 2011

Skills
Sailing, Economics, Squash, Tennis, Competitive Analysis, Product Development, New Business Development, Product Research, Marketing Strategy, Violin, Solo Performance, Italian, Lifeguarding, Windsurfing, Nature Education, Customer Service, Entrepreneurship..., Water Safety, Customer Engagement, Pitch Development, Juggling, Product Marketing, Market Research, Start-ups, Photography, MS-DOS, Public Speaking, Aircraft Interiors, Microsoft Office, Snowmobile, Herpetology, Corporate Social..., Linux Kernel, Entrepreneurship, Analytics, Management, CRM, Social Media, Helicopters, Fire Breathing, British Sign Language, Data Analysis, Underwater Acoustics, Fiddler

Education
Northwestern University   2009 — 2013
Bachelor of Science (BS), Economics

Università degli Studi di Firenze   2012 — 2012

Traverse City Central High School   2006 — 2009
Diploma

Calvin Kwan Calvin Kwan San Francisco Bay Area Details
Calvin Kwan's The ABD Team Experience July 2012 - Present
Job Vice President at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  March 2005 - July 2012
Reinholdt Insurance Agency   October 1999 - March 2005

Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Risk Management, Employment Practices..., Professional Liability, Liability, Brokers, Account Management, Underwriting, Claim, Workers Compensation

Education
San Francisco State University   1999 — 2004
BA, Political Science

City College of San Francisco   1998 — 1999

Brooklyn Technical High School   1994 — 1998
Computer Science

H. Michael Vreeburg H. Michael Vreeburg San Francisco Bay Area Details
H. Michael Vreeburg's The ABD Team Experience July 2012 - Present
Job Senior Vice President and Founding Principal Property & Casualty at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Insurance Leadership Network, Inc.   August 2011 - July 2012
JLV Insurance Services, Inc.   December 1982 - July 2011
US Navy  August 1970 - March 1972

Skills
Professional Liability, D&O, Small Business, Employee Benefits, Commercial Insurance, General Liability, Property & Casualty..., Workers Compensation, Construction, Strategic Planning, Claims, Employment Practices..., Umbrella, Team Building, Start-ups, Fiduciary Liability, Problem Solving, Product Development, Investment Properties, Surety Bonds, Insurance, Legal Liability, Brokers, Risk Management, Liability, Casualty, Commercial Lines, General Insurance, Life Insurance, Excess, Underwriting, Captives, Health Savings Accounts, Health Insurance, Term Life Insurance, Insurance Brokerage, Accident, Liability Analysis, Reinsurance, 401k, Product Liability, Retirement, Long-term Care, Investments, Fixed Annuities, Claims Management, Directors & Officers..., Errors & Omissions, CPCU, Inland Marine

Education
Cañada College   1969 — 1970

Bonnie Lau Bonnie Lau San Francisco Bay Area Details
Bonnie Lau's The ABD Team Experience May 2015 - Present
Job Employee Benefits Design Manager at The ABD Team
Industry Insurance
Experience
The ABD Team   May 2015 - Present
The ABD Team   September 2014 - May 2015
Hays Companies  July 2013 - February 2014
AEIS  March 2012 - July 2013
Keystone Brokerage & Consulting   July 2004 - January 2012
Mortgage Management Systems   October 2003 - April 2004
D and J Associates, Inc.   April 2002 - September 2003

Skills
Employee Benefits, Health Insurance, Insurance, Payroll, Health Savings Accounts, Brokers, Term Life Insurance, Life Insurance, Underwriting, Disability Insurance, Retirement Planning, Web Design, Painting, Interior Design, Personal Financial..., Legal Liability, Workers Compensation, Professional Liability

Education
San Jose State University   1999 — 2001
Bachelor of Arts

City College of San Francisco   1996 — 1999
Associate of Arts Degree

Kimily Louie Kimily Louie San Francisco Bay Area Details
Kimily Louie's The ABD Team Experience January 2014 - Present
Job Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team   January 2014 - Present
The ABD Team   July 2012 - December 2013
Wells Fargo Insurance Services  June 2011 - July 2012
Wells Fargo Insurance Services  March 2008 - May 2011
United Healthcare  September 2005 - March 2008
Liberty Mutual Insurance  January 2005 - September 2005

Skills
Coaching, Insurance, Employee Benefits, Underwriting, Health Insurance, Life Insurance, Health Savings Accounts, Account Management, Customer Retention, Disability Insurance, Claim, Benefits Administration, Workers Compensation, Customer Service, Brokers, Commercial Insurance

Education
San Francisco State University   1998 — 2001
BA

Megan Delgado Megan Delgado San Jose, California Details
Megan Delgado's The ABD Team Experience August 2012 - Present
Job Sr. Account Manager at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2012 - Present
Advanced Professionals Insurance & Benefit Solutions   2006 - Present

Skills
Employee Benefits, Insurance, Health Insurance, Commercial Insurance, Workers Compensation, Benefits Administration, Brokers, Property & Casualty..., Underwriting, Disability Insurance, Claim, Health Savings Accounts, Life Insurance, General Insurance, Liability, Professional Liability, Customer Service, COBRA, Employment Practices...

Education
San Jose State University   2002 — 2005
Criminal Justice

Tom Whitenight Tom Whitenight San Francisco Bay Area Details
Tom Whitenight's The ABD Team Experience 2012 - Present
Job Founding Principal
Industry Insurance
Experience
The ABD Team   2012 - Present

Skills
Insurance, Liability, Property & Casualty..., Commercial Insurance, Workers Compensation, Employment Practices..., D&O, Underwriting, Brokers, Professional Liability, General Insurance, Health Insurance, Disability Insurance, Legal Liability, New Business Development, Mergers & Acquisitions, Risk Management, Employee Benefits, Reinsurance, Casualty, Life Insurance

Education
University of California, Los Angeles   1984 — 1989
Sociology

Lawrence High School

Paige Kavanaugh Paige Kavanaugh San Francisco Bay Area Details
Paige Kavanaugh's The ABD Team Experience August 2015 - Present
Job HR Manager at The ABD Team
Industry Human Resources
Experience
The ABD Team   August 2015 - Present
The ABD Team   February 2015 - August 2015
Procter & Gamble  September 2010 - February 2015
Fifth Third Processing Solutions  June 2010 - August 2010
Over-The-Rhine Chamber of Commerce   January 2010 - May 2010
Procter & Gamble  August 2008 - January 2010

Skills
PowerPoint, SAP, Microsoft Office, Problem Solving, Marketing Communications, Nielsen, Customer Service, Marketing, Email Marketing, Recruiting, Human Resources, Relationship Management, Building Relationships, Social Networking, Management, Strategy, Training, Leadership, Event Planning, Interviews, Sales

Education
Northern Kentucky University   2005 — 2010
BA, Public Relations

Nicole Willingham Nicole Willingham San Francisco Bay Area Details
Nicole Willingham's The ABD Team Experience June 2013 - Present
Job Account Manager at The ABD Team
Industry Insurance
Experience
The ABD Team   June 2013 - Present
MetLife  June 2009 - May 2013
American Express  May 2008 - August 2008

Skills
Account Management, Business Analysis, Product Marketing, Talent Development, Disability Insurance, Partner Relationship..., Strategy, New Business Development, Product Management, Digital Marketing, Sales, Business Development, Training, Analytics, Program Management, Employee Benefits, Lead Generation, Strategic Planning, Partner Management, Talent Management, Team Leadership, Business Strategy

Education
Spelman College   2005 — 2009
BA, English

Tim Dunleavy Tim Dunleavy San Francisco, California Details
Tim Dunleavy's The ABD Team Experience August 2015 - Present
Job Sales Associate at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2015 - Present
The Hartford  June 2012 - July 2015
Liberty International Underwriters  June 2011 - September 2011
Gilardi CO, LLC  June 2009 - September 2010

Skills
Underwriting, Sales, Property, Account Management, Coaching, CRM, Microsoft Office, Property & Casualty..., Social Media Marketing, Leadership, Claim, Microsoft Excel, PowerPoint, Customer Service, Property, Commercial Insurance, Workers Compensation, Insurance, Professional Liability, Social Networking, General Insurance, Management, Liability, Football, Investments, Financial Modeling, Negotiation, Due Diligence

Education
California Polytechnic State University-San Luis Obispo   2008 — 2012
Bachelor of Science, Finance & Appraisal

Junipero Serra High School   2004 — 2008

Robyn Cross Robyn Cross San Francisco Bay Area Details
Robyn Cross's The ABD Team Experience May 2015 - Present
Job Occupational Claims and Health Advocate at The ABD Team
Industry Hospital & Health Care
Experience
The ABD Team   May 2015 - Present
Genentech  June 2013 - March 2015
Sutter Place Dental Group   August 2011 - May 2013
Reach for Wellness (Fulton Co. Dept. of Health)   August 2010 - June 2011
Georgia Institute of Technology  May 2010 - July 2010
Rite Aid Pharmacy  July 2009 - June 2010

Skills
Research, Data Analysis, Community Outreach, Customer Service, Public Speaking, Medical Terminology, Healthcare, Science, Microsoft Office, Chemistry, Lifesciences, Critical Thinking, CPR Certified, Scientific Writing, Scientific Analysis, Aseptic Technique, Event Planning

Education
Spelman College   2006 — 2010
BS, Chemistry

Catherine M. Saur Catherine M. Saur San Francisco Bay Area Details
Catherine M. Saur's The ABD Team Experience April 2014 - Present
Job Assistant Vice President, Executive Protection Services at The ABD Team
Industry Insurance
Experience
The Bar Method  March 2015 - Present
The ABD Team   April 2014 - Present
Lockton Companies  August 2012 - March 2014
Willis  January 2008 - August 2012
Urban Escapes  June 2010 - September 2010
Aon  June 2007 - August 2007
Deutsche Bank  June 2006 - August 2006

Skills
Fiduciary, Professional Liability, Liability, Employment Practices..., Insurance, Directors & Officers..., Mergers & Acquisitions, Portfolio Management, D&O, Brokers, Underwriting, Commercial Insurance, Property & Casualty..., Financial Services, Casualty, Legal Liability, General Insurance, Casualty Insurance

Education
The University of Connecticut School of Business   2003 — 2007
B.S., Marketing/Finance

Universitat d'Alacant   2005 — 2006
Spanish Language and Literature

Darien High School   1999 — 2003

St. Aloysius   1996 — 1999

sophea keo sophea keo San Francisco Bay Area Details
sophea keo's The ABD Team Experience June 2015 - Present
Job IT Technician at The ABD Team
Industry Computer Hardware
Experience
The ABD Team   June 2015 - Present
Wells Fargo Insurance Services  August 2009 - June 2015
Thurgood Marshall High School  February 2004 - June 2008
Year Up  2008 - 2008

Skills
Process Improvement, Customer Service, Windows 7, Banking, Troubleshooting, Microsoft Office, Access, Outlook, Call Centers, Computer Hardware, XP, Microsoft Excel, OS X, PowerPoint, Windows, Vendor Management, Windows XP, Leadership, Microsoft Word, Public Speaking

Education
City College of San Francisco   2008 — 2012
Technology support, Computer Science

Jennifer Glasser Jennifer Glasser San Jose, California Details
Jennifer Glasser's The ABD Team Experience January 2014 - Present
Job Account Manager at The ABD Team
Industry Insurance
Experience
The ABD Team   January 2014 - Present
American Cancer Society  September 2012 - January 2014
Relay For Life of Almaden   September 2011 - May 2012
COURTNEY AGENCY   January 2004 - March 2012

Skills
Customer Relations, Team Building, Microsoft Office, Customer Service, Fundraising, Event Planning, New Business Development

Education
Liberty University
Bachelor of Science, Computer Management Information Systems

Liberty University
Business Development

University of California, Irvine
Biological Sciences

Woodrow Wilson High School Long Beach

Benjamin Fico Benjamin Fico San Francisco, California Details
Benjamin Fico's The ABD Team Experience August 2015 - Present
Job Senior Account Coordinator at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2015 - Present
The ABD Team   January 2014 - August 2015
Mourer Foster Inc.   December 2011 - November 2013
Michigan State University  August 2010 - December 2010
Travelers Club   April 2008 - March 2009
Michigan State University  September 2003 - November 2005

Skills
Experimental Design, Academic Writing, Qualitative Research, Literature Reviews, Statistics, Research, Student Leadership, Survey Design, Research Design, Applied Research, Sales, TAM, P&C Insurance, Digital Marketing, SPSS, Customer Service

Education
Michigan State University   2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies

Ashley Ryan Ashley Ryan San Francisco Bay Area Details
Ashley Ryan's The ABD Team Experience January 2015 - Present
Job The ABD Team Employee Benefits
Industry Insurance
Experience
The ABD Team   January 2015 - Present
Kaiser Permanente  May 2013 - December 2014
Hyatt Hotels Corporation  March 2008 - April 2013
Centoni Real Estate Professionals   June 2007 - October 2007

Skills
Event Planning, Salesforce.com, POS, Project Management, Microsoft Word, Oracle, Opera, Microsoft Excel, Quantitative Analysis, Hospitality, Business Travel, Events Coordination, Account Management, Sales, System Administration, Administrative...

Education
San Jose State University   2006 — 2010
Bachelor of Science, Business Administration, Concentration in Management

Denis Loiseau Denis Loiseau San Francisco Bay Area Details
Denis Loiseau's The ABD Team Experience July 2012 - Present
Job Commercial Insurance Broker and Risk Management Consultant Founding Principal at ABD
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  October 2007 - July 2012
abd Insurance & Financial Services, Inc   August 1994 - October 2007
Willis, San Francisco   1987 - August 1994
Johnson & Higgins  1984 - 1987
Clifton & Company/Alexander & Alexander   1978 - 1984

Skills
Insurance, Property & Casualty..., Risk Management, Professional Liability, Employment Practices..., Casualty, Surety Bonds, D&O, Commercial Insurance, Financial Risk, Cyber Risk, Brokers, Casualty Insurance

Education
Saint Mary's College of California   1976 — 1977
B.S., Business, Economics

American Institute for Property and Liability Underwriters, Inc.   1980 — 1990
Chartered Property Casualty Underwriter (CPCU) and Advanced Risk Management (ARM) Designations

The College of Insurance, New York, NY   1977 — 1978
Diploma in Risk and Insurance

Regis High School, Denver, CO   1973 — 1977

Debbie (Deb) Mangels Debbie (Deb) Mangels San Francisco Bay Area Details
Debbie (Deb) Mangels's The ABD Team Experience July 2012 - Present
Job SVP, Founding Principal, Broker/Consultant, EB at the ABD Team Providing compliant, cost effective benefit programs
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Vice President, Wells Fargo Insurance Services   October 2007 - July 2012
ABD Insurance and Financial Services  April 1995 - October 2007
Bayside Insurance Marketing, Inc   September 1989 - April 1995
Jim Calloway and Associates   1987 - 1989
Borelli Insurance Agency   April 1979 - September 1986

Skills
Have consulted in..., Broad knowledge of..., Employee Benefit Plan..., Employee Benefits, Leadership, Insurance, Property & Casualty..., Management, Brokers, Disability Insurance, Health Insurance, Workers Compensation, Strategy, CRM, Human Resources, Start-ups, Professional Liability, Employment Practices..., Life Insurance, Program Management, Underwriting

Education
Arizona State University   1976 — 1977
Graphic Art

College of San Mateo   1974 — 1975

Cristina Varner, LUTCF, ARM Cristina Varner, LUTCF, ARM San Francisco Bay Area Details
Cristina Varner, LUTCF, ARM's The ABD Team Experience July 2012 - Present
Job Life Science Insurance Specialist
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  July 2007 - July 2012
Wells Fargo Insurance Services (formerly abd Insurance and Financial Services)   February 2006 - June 2007
Tri-City Brokerage  2003 - 2004
abd Insurance and Financial Services  2000 - 2003

Skills
Clinical Trials, Lifesciences, Product Liability, Professional Liability, Medical Devices, Property & Casualty..., Insurance, Pharmaceuticals, Liability, Biotechnology, Contract Negotiation, Legal Liability, Contract Review, Casualty, Start-ups, Contract Management, Commercial Insurance, Brokers, Contract Research..., Nutraceuticals, Strategy, Risk Management, Casualty Insurance

Education
San Francisco State University   1993 — 1997
Bachelor of Arts, Consumer & Family Studies

Megan Shaw Megan Shaw San Jose, California Details
Megan Shaw's The ABD Team Experience June 2015 - Present
Job Occupational Health and Safety Assistant at The ABD Team
Industry Consumer Services
Experience
The ABD Team   June 2015 - Present
Self Employeed  January 2005 - Present
Two Bee's Catering   May 2007 - Present
Razzberry Lips   April 2010 - June 2015
Tova Day Spa   April 2012 - February 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Data Entry, ArcGIS, PastPerfect, Operations Management, Event Management

Education
San Jose State University   2010 — 2014
Bachelor's degree, Anthropology

Phil Erickson Phil Erickson Okemos, Michigan Details
Phil Erickson's The ABD Team Experience March 2014 - Present
Job Administrative Assistant at The ABD Team
Industry Insurance
Experience
The ABD Team   March 2014 - Present
Making Waves Education Program  September 2013 - March 2014
Starbucks  August 2013 - March 2014
Chapbook Cafe   August 2001 - June 2013

Skills
Management, Sales, Customer Service, Writing, Employee Benefits, Insurance, Teamwork, Time Management, Microsoft Word, Microsoft Office

Education
michigan   2010 — 2013
Post-BA Teacher Certification, Secondary English, TESOL

Michigan State University   2003 — 2007
Bachelor of Arts (B.A.), English Literature

Anne Luk Anne Luk San Francisco Bay Area Details
Anne Luk's The ABD Team Experience February 2013 - Present
Job Account Coordinator at The ABD Team
Industry Insurance
Experience
The ABD Team   February 2013 - Present
Wells Fargo Insurance Services  July 2001 - January 2013

Skills
Account Management, Insurance, Risk Management, Underwriting

Education
Cal State Hayward   1998 — 2001
Bachelor of Science (BS), Human Resources

Catie Hagman Catie Hagman San Francisco Bay Area Details
Catie Hagman's The ABD Team Experience January 2015 - Present
Job Connecting People at ABD
Industry Insurance
Experience
The ABD Team   January 2015 - Present
The ABD Team   July 2012 - July 2014
Salesforce.com  December 2011 - July 2012
Salesforce.com  July 2011 - December 2011
AmeriCorps  August 2010 - July 2011
Osu Children's Home   August 2010 - December 2010
Castilleja School  June 2010 - August 2010
Hagman Associates Architects   June 2009 - August 2009
Village Enterprise Fund  June 2008 - August 2008
St. Julie's Well   January 2006 - August 2006

Skills
Salesforce.com, Sales Operations, Recruiting, Training, Management, Interviews, Sales, Marketing, Sourcing, Fundraising, Sales Process, Applicant Tracking..., Time Management, Professional Services, Customer Service

Education
University of California, Los Angeles   2006 — 2010
B.A., International Development and Geography

University of Ghana   2009 — 2009
International Development Courses

Kurt de Grosz Kurt de Grosz San Francisco Bay Area Details
Kurt de Grosz's The ABD Team Experience July 2012 - Present
Job President and CoChairman at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Peninsula Family Service  June 2013 - Present
Insurance Leadership Network   July 2009 - July 2012
Vertafore, Inc.   September 2006 - March 2009
BenefitPoint  January 1999 - September 2006
ABD Insurance and Financial Services  1994 - 1999
Transamerica Insurance Group  1989 - 1992

Skills
Brand Development, Business Analysis, Business Development, Business Planning, CRM, Consulting, Employee Benefits, Enterprise Software, Entrepreneurship, Executive Management, Insurance, Integration, Investments, Leadership, Management, Marketing, Mergers, Mergers, Mobile Devices, Negotiation, Project Management, Property, Risk Management, Sales, Strategic Partnerships, Strategy, Team Building, Team Leadership, Venture Capital, Web Applications, Workers Compensation, Property & Casualty...

Education
University of California, Berkeley - Walter A. Haas School of Business   1992 — 1994
MBA

University of California, Los Angeles   1985 — 1989
BA, English

Crystal Springs Uplands   1981 — 1985

Jessica Badger Jessica Badger San Francisco Bay Area Details
Jessica Badger's The ABD Team Experience September 2014 - Present
Job Real Estate Agent, Keller Williams
Industry Insurance
Experience
The ABD Team   September 2014 - Present
Keller Williams Realty  August 2014 - Present
Anthem Blue Cross  September 2011 - August 2014
Tiffany  May 2007 - April 2011

Skills
Sales, Retail, Account Management, Customer Service, Leadership, Marketing, Social Media, Sales Management, Salesforce.com, Social Media Marketing, Team Building

Education
Saint Mary's College of California   2003 — 2007
Communication

Saint Mary's College of California   2003 — 2007

Eric Long Eric Long San Francisco Bay Area Details
Eric Long's The ABD Team Experience July 2012 - Present
Job Founding Principal at The ABD Team risk management consultant
Industry Insurance
Experience
The ABD Team   July 2012 - Present

Skills
Risk Management, Insurance, D&O, Employment Practices..., Professional Liability, Medical Devices, Workers Compensation, Errors & Omissions, Cleantech, Product Liability, Clinical Trials, Problem Solving, Contract Negotiation, Claims Resolution, Biotechnology, Social Media, Technology, Software, Semiconductors, Start-ups, Patent Litigation, Claim, Management, Reinsurance, Mergers & Acquisitions, Due Diligence, Strategy, EPL, Technology E&O, Commercial Insurance, Executive Management, Brokers, Liability, Property & Casualty..., Financial Risk, Leadership

Education
University of California, Berkeley   1988 — 1995
BA, English

Piedmont high

Laura von Rothstein Laura von Rothstein San Francisco Bay Area Details
Laura von Rothstein's The ABD Team Experience August 2015 - Present
Job Senior Account Coordinator at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2015 - Present
The ABD Team   March 2014 - August 2015
The ABD Team   April 2013 - March 2014
Any Water Sports   March 2008 - March 2013
Latinas Contra Cancer  January 2011 - June 2011

Skills
PowerPoint, Sales, Retail, Microsoft Word, Customer Service, Time Management, Inventory Management, Nonprofits, Employee Benefits, Outlook, Insurance, Healthcare, Data Entry, Team Building, Microsoft Excel, Microsoft Office

Education
San Jose State University
B.S, Health Science with a concentration in Administration and Health Care Services

Moreau Catholic High School   2001 — 2005
High School Diploma

Jenni Ellis Jenni Ellis San Francisco Bay Area Details
Jenni Ellis's The ABD Team Experience August 2015 - Present
Job Vice President, Sr. Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2015 - Present
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  October 2006 - July 2012
Wells Fargo Insurance Services USA, Inc  2006 - July 2012
abd Insurance and Financial Services  October 2006 - October 2007
Precept Group  July 1998 - October 2006

Skills
Leadership, Insurance, Employee Benefits, Sales, Account Management

Education
California State University-Chico   1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs

Steve Poleri Steve Poleri San Francisco Bay Area Details
Steve Poleri's The ABD Team Experience February 2015 - Present
Job
Industry Insurance
Experience
The ABD Team   February 2015 - Present
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  April 2008 - July 2012
AIG/AICCO, Inc.   September 1998 - April 2008
Starbucks Coffee Company  September 1993 - September 1998

Skills
E&O, Commercial Insurance, D&O

Education
University of Massachusetts, Amherst   1980 — 1984

Classical   1977 — 1980
College prep

Kris Datwyler Kris Datwyler San Francisco Bay Area Details
Kris Datwyler's The ABD Team Experience July 2012 - Present
Job Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  January 2009 - July 2012
ABD Insurance and Financial Services  September 2004 - December 2008
McKesson  1997 - 2004

Skills
Customer Service, Account Management, Benefits Administration, Health Insurance, Employee Benefits, Insurance, Workers Compensation, Underwriting, Brokers, Health Savings Accounts, Open Enrollment, Disability Insurance, COBRA, Claim, Life Insurance

Education
Golden Gate University   1993 — 1995
Master of Science, Human Resources

California State University-Sacramento   1987 — 1991
Bachelor of Science ~ Business Administration, Human Resources

Christian Bretz Christian Bretz San Francisco Bay Area Details
Christian Bretz's The ABD Team Experience July 2012 - Present
Job Director of Investments and Operations, ABD Retirement Services
Industry Financial Services
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  May 2005 - July 2012
Marsh/Mercer   September 2000 - May 2005
Franklin Templeton  May 1997 - September 2000

Education
California Polytechnic State University-San Luis Obispo   1992 — 1996
Bachelor of Science (B.S.), Business Administration, Management and Operations

Sally Bracho, J.D. Sally Bracho, J.D. San Francisco Bay Area Details
Sally Bracho, J.D.'s The ABD Team Experience August 2012 - Present
Job Sr. Vice President/Claims and Contract Specialist at the ABD Team
Industry Insurance
Experience
The ABD Team   August 2012 - Present
Wells Fargo Insurance Services  2006 - August 2012
Frye Claims Consultation & Administration   November 1996 - October 2006

Skills
Claims Management, Claims Resolution, Claims Handling, Arbitration, Contract Management, Contract Negotiation, Contractual Risk..., Claim, P&C, Insurance, Supply Chain, Contractual Agreements, Casualty, Litigation, Liability, Professional Liability, Property & Casualty..., Legal Liability, General Insurance, Employment Practices..., D&O, Commercial Lines, International Supply..., Contract Review, Supply Chain Contracts, Litigated Claims..., P&C Claims, Claims Investigations, Commercial Insurance, Casualty Insurance, Underwriting

Education
Golden Gate University, School of Law
Doctor of Law (JD)

UC Irvine
Bachelor's degree, History of Latin America

Amy Steadman, SPHR, SHRM-SCP Amy Steadman, SPHR, SHRM-SCP San Francisco Bay Area Details
Amy Steadman, SPHR, SHRM-SCP's The ABD Team Experience October 2012 - Present
Job VP of Human Resources at the ABD Team
Industry Human Resources
Experience
The ABD Team   October 2012 - Present
Rock Me Baby Records   October 2006 - March 2012
BenefitPoint  July 1999 - September 2004
MWD  July 1990 - August 1997

Skills
Employee Relations, Human Resources, Benefits Administration, Employee Benefits, Management, Insurance, Policy, Strategy, Leadership

Education
University of California, Los Angeles - The Anderson School of Management   1997 — 1999
Master of Business Administration (M.B.A.)

University of California, Los Angeles   1986 — 1990
Bachelor of Arts (B.A.), Communication Studies

Andy Dressel Andy Dressel San Francisco Bay Area Details
Andy Dressel's The ABD Team Experience January 2012 - December 2013
Job National Account Executive at Travelers
Industry Insurance
Experience
Travelers  April 2015 - Present
RT Specialty  May 2014 - April 2015
The ABD Team   January 2012 - December 2013
Farmers Insurance  January 2011 - December 2011
American Family Insurance  August 2009 - January 2010
Northwestern Mutual  June 2008 - June 2009
Valdosta Insurance Services   May 2007 - August 2007
Campus Outreach  May 2006 - August 2006
Lepanto Golf Course Construction Company   May 2005 - August 2005

Skills
Insurance, Commercial Insurance, Business Insurance, Workers Compensation, Life Insurance, Customer Relations, Customer Service, Small Business, Consultation

Education
The University of Georgia   2003 — 2008
BBA, Risk Management and Insurance

Cris Christensen Cris Christensen San Francisco, California Details
Cris Christensen's The ABD Team Experience August 2012 - Present
Job Senior Claims Consultant (Executive Protection Services) at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2012 - Present
Wells Fargo Insurance Services  April 2010 - August 2012
NASDAQ / Carpenter Moore Insurance Services, Inc.   April 1998 - April 2010
Carpenter Moore Insurance Services, Inc.   1997 - 2009
McCaulou's Dept. Store   June 1991 - March 1998

Skills
Claims, D&O, Employment Practices..., Insurance, Account Management, Buying, Property & Casualty..., Casualty, Commercial Insurance, Professional Liability, Claim, Underwriting, Brokers, Risk Management, Real Estate, Liability, Healthcare, Team Building, Management, Training

Education
California State University-Sacramento
Business Administration

Brittney Tafoya Brittney Tafoya San Francisco, California Details
Brittney Tafoya's The ABD Team Experience July 2012 - March 2015
Job Field Sales Specialist at CNA
Industry Insurance
Experience
CNA  March 2015 - Present
The ABD Team   July 2012 - March 2015
Wells Fargo Insurance Services  March 2008 - July 2012

Skills
Insurance, Property & Casualty..., Commercial Insurance, Account Management, Sales, Brokers, Customer Service, Professional Liability, General Insurance, Legal Liability, Employment Practices..., Risk Management, Umbrella Insurance, Claim, Workers Compensation

Education
San Francisco State University
Bachelor of Arts (B.A.), Cinematography and Film/Video Production

University of New Orleans

Debra Perry Debra Perry San Francisco Bay Area Details
Debra Perry's The ABD Team Experience July 2012 - Present
Job The ABD Team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  2008 - July 2012
abd Insurance and Financial Services  July 2001 - 2008

Skills
Start-ups, Employee Benefits, Underwriting, Insurance, Brokers, Sales, Account Management, Strategic Planning, Employment Practices..., Mergers, Strategic Financial..., Health Insurance, 401k, New Business Development, Finance, Mergers & Acquisitions, Professional Liability, Team Building, Disability Insurance, Benefits Administration, Risk Management, Property & Casualty..., Commercial Insurance, Investments, Workers Compensation, Life Insurance, D&O, Legal Liability, Health Savings Accounts

Education
San Jose State University   1981 — 1986
Bachelor's degree, Marketing

Robin Hedden Robin Hedden San Jose, California Details
Robin Hedden's The ABD Team Experience January 2015 - Present
Job Vice President, Benefits Operations Manager, Team Lead at ABD Insurance and Financial Services
Industry Insurance
Experience
The ABD Team   January 2015 - Present
The ABD Team   July 2012 - January 2015
Insurance Leadership Network, Inc.   July 2011 - July 2012
Advanced Professionals   September 2001 - July 2012
LucasArts  June 2000 - June 2001
LucasArts  January 1997 - June 2000
LucasArts  October 1993 - June 1997
Silicon Systems Inc.  November 1990 - October 1993

Skills
Employee Benefits, COBRA, Benefits Administration, Health Savings Accounts, Health Insurance, Brokers, Insurance, Disability Insurance, Underwriting, Life Insurance, ERISA, Benefits Design, Health Care Reform, Self-funded, Benefit Communication, Performance Management, Small Business, General Insurance, Customer Retention, Account Management, Term Life Insurance, Claim, Retirement, Commercial Lines, Human Resources, Open Enrollment, Group Insurance, Relationship Management, Client Services, Defined Benefit, Benefits Negotiation, Consulting, Cafeteria Plans

Education
University of California, Santa Barbara   1986 — 1990
BA

Saratoga High School, Saratoga CA   1982 — 1986
High School

Jeanne Adelo Jeanne Adelo San Francisco Bay Area Details
Jeanne Adelo's The ABD Team Experience November 2014 - Present
Job Vice President
Industry Financial Services
Experience
The ABD Team   November 2014 - Present
Well Fargo Insurance Services, USA   April 2005 - November 2014
HRH  April 2001 - January 2006
HRH  April 2001 - January 2006
Argonaut Group  1984 - 1996

Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Professional Liability, Insurance, Casualty, Employment Practices..., D&O, Legal Liability, Liability, Underwriting, Claim, Brokers, General Insurance, Commercial Lines, Claims Management, Risk Management, Umbrella Insurance, Employee Benefits, Reinsurance, Health Insurance, Excess, Casualty Insurance

Education
St. Mary's University   1973 — 1977
BBA, Business Administration

Kristen Bagwell Kristen Bagwell San Francisco, California Details
Kristen Bagwell's The ABD Team Experience March 2014 - Present
Job Marketing Manager at The ABD Team
Industry Events Services
Experience
The ABD Team   March 2014 - Present
The ABD Team   October 2013 - March 2014
California Film Institute  September 2013 - October 2013
Mission YMCA of San Francisco   March 2013 - August 2013
Mission YMCA of San Francisco   January 2007 - March 2013
Mission YMCA of San Francisco   January 2007 - October 2011
Mission YMCA of San Francisco   January 2007 - January 2011
Mission YMCA of San Francisco   January 2007 - June 2009

Skills
Volunteer Management, Community Outreach, Non-profits, Fundraising, Event Planning, Youth Development, Board Development, Program Development, Public Speaking, Annual Giving, Workshop Facilitation, Event Management, Stewardship, Social Media, Community Development, Nonprofits, Staff Development, Program Management, Recruiting, Marketing, Grants, Philanthropy, Non-profit..., Social Media Marketing, Leadership Development, Program Evaluation, Public Relations, Community Organizing

Education
San Francisco State University   2005 — 2007
B.A., Psychology

Suzanne Holthaus Suzanne Holthaus San Francisco Bay Area Details
Suzanne Holthaus's The ABD Team Experience March 2014 - Present
Job Employee Benefits Account Coordinator
Industry Insurance
Experience
The ABD Team   March 2014 - Present
Oracle  January 2004 - March 2014
ABD Insurance and Financial Services  October 1999 - January 2004

Skills
Benefits, Employee Benefits, Benefits Administration, Open Enrollment, Billing, Vendor Management, Insurance, Account Management, HRIS, Customer Service, Mergers, COBRA, FMLA, Payroll, PowerPoint, Excel, Word, Public Speaking, Health, Compliance, Performance Management, Management, Leadership, Employee Relations, Onboarding, Deferred Compensation, Invoicing, Microsoft Excel, Mergers & Acquisitions, Microsoft Word

Education
University of California, San Diego   1985 — 1988
B.S., Psychology

St. Francis High School

St. Francis High School

Faye Lewis Faye Lewis San Francisco Bay Area Details
Faye Lewis's The ABD Team Experience August 2015 - Present
Job Vice President/ Sr Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team   August 2015 - Present
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  2009 - July 2012
ABD Insurance and Financial Services  2005 - 2009
Reliance Standard  2003 - 2005
BenefitPoint  1999 - 2003
ABD Insurance and Financial Services  1996 - 1999

Skills
Employee Benefits, Project Management, Account Management, Customer Engagement, Helping Clients Succeed, Benefits Design, Customer Retention, Benefits Analysis, Program Implementation, Supportive, Process Efficiency, Exceeding Customer..., Project Delivery, Compliance, Vendor Relationships, Solution Implementation, Health Insurance

Education
San Jose State University   1991 — 1995
Bachelor of Science (B.S.)

Sem Gee Sem Gee San Francisco Bay Area Details
Sem Gee's The ABD Team Experience July 2012 - Present
Job Vice President at the ABD team
Industry Insurance
Experience
The ABD Team   July 2012 - Present
Wells Fargo Insurance Services  February 2005 - July 2012
Marsh  February 2003 - January 2005
Watson Wyatt Worldwide  August 2001 - January 2003
Aon Consulting  1994 - 2001
Mercer  1985 - 1994

Skills
Strategic Planning, Employee Benefits, Underwriting, Insurance, Health Insurance, Disability Insurance, Account Management, ERISA, Brokers, Benefits Administration, Term Life Insurance, Retirement, Life Insurance, Health Savings Accounts, Claim

Education
University of California, Berkeley   1977 — 1982
BA, Applied Mathematics

Oroville High

Kelsey McNellis Kelsey McNellis San Francisco Bay Area Details
Kelsey McNellis's The ABD Team Experience June 2015 - Present
Job Account Assistant at The ABD Team
Industry Insurance
Experience
The ABD Team   June 2015 - Present
Philz Coffee  February 2014 - June 2015
Starbucks Coffee Company  July 2010 - January 2014
Starbucks Coffee Company  May 2009 - July 2010
Starbucks  November 2007 - May 2009
Starbucks  June 2003 - November 2007

Skills
Leadership, Team Building, Customer Service, Long-term Customer..., Customer Satisfaction, Retail, Sales Operations, Sales, Hiring, Performance Management, Management, Merchandising, Payroll, Recruiting, Social Media, Store Management

Education
Lawrence University   2004 — 2008
Bachelor of Arts (B.A.), Anthropology

Barry Burke Barry Burke San Francisco, California Details
Barry Burke's The ABD Team Experience November 2013 - Present
Job Personal Lines Account Manager at ABD Insurance & Financial Services
Industry Insurance
Experience
The ABD Team   November 2013 - Present
Wells Fargo Insurance Services  2011 - 2013

Skills
Insurance, Umbrella Insurance, General Insurance, Account Management, Microsoft Word, Outlook, Property & Casualty..., Life Insurance, Claim, Homeowners, Motorcycle, Risk Management, Liability, Renters, Long Term Care Insurance

Education
Drew College Prep
High School

University of Portland
Business/Corporate Communications

Scott McCloskey Scott McCloskey San Francisco, California Details
Scott McCloskey's The ABD Team Experience August 2012 - Present
Job Investment Analyst at ABD Retirement Services
Industry Financial Services
Experience
The ABD Team   August 2012 - Present
Wells Fargo Employer Benefits   July 2008 - July 2012
Alburger, Basso, de Grosz Insurance and Financial Services   July 2005 - July 2008

Skills
401k, Mutual Funds, Risk Management, Insurance, Brokers, Series 7, Commercial Insurance, Series 63, Retirement, Employee Benefits, Sales

Education
Colgate University