The Addis Group
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The Addis Group Employees
The Addis Group October 2010 - July 2014
Golden Living August 2006 - October 2010
Skills
Property & Casualty..., Customer Service, Insurance, Outlook, Training, Leadership, Underwriting, General Insurance
Education
Penn State World Campus 2014 — 2016
Bachelor of Arts (BA), Organizational Leadership
Attended East Stroudsburg University of Pennsylvania
Sociology and Criminal Justice
Abington Senior High School
The Addis Group August 1999 - June 2015
Marsh & McLennan Companies, Inc. January 1996 - January 1999
Liberty Mutual Insurance January 1992 - January 1996
Skills
Insurance, Risk Management, Professional Liability, Casualty, Property & Casualty..., Legal Liability, Commercial Insurance, Workers Compensation, Marketing, General Insurance, Strategic Planning, Coaching, Webinars, Captives, Employment Practices..., Risk Financing, D&O, Directors & Officers..., Surety Bonds, Reinsurance
Education
Loyola College in Maryland 1996 — 1999
Master of Business Administration (M.B.A.), Marketing
Drexel University - College of Business and Administration 1987 — 1991
Bachelor of Science (B.S.), Finance & Marketing
The Addis Group November 1990 - Present
TechAssure Association 2005 - Present
Skills
Professional Liability, D&O, Employment Practices..., Commercial Insurance, Property & Casualty..., Liability, Legal Liability, Casualty, Insurance, Captives, Commercial Lines, General Insurance, Workers Compensation, Brokers, Umbrella Insurance, Risk Management
Education
University of Pennsylvania 1982 — 1986
BS, Insurance & Management
Arthur J Gallagher & Co August 2015 - Present
William Gallagher Associates April 2005 - Present
William Gallagher Associates April 2005 - August 2015
Frank Crystal & Company July 2003 - April 2005
B.G. Balmer Company October 2000 - July 2003
Marsh June 1998 - October 2000
The Addis Group June 1996 - June 1998
Johnson & Higgins September 1991 - June 1996
The PMA Group May 1988 - April 1991
Skills
Medical Malpractice, Insurance, Risk Management, Enterprise Risk..., Product Liability, Directors & Officers..., Data Security, Cyber Liability, Liability Analysis, Underwriting, Financial Risk, Litigation Management, Claims Management, Commercial Insurance, Workers Compensation, Liability, Claim, D&O, Professional Liability, Property & Casualty..., Casualty, Employment Practices...
Education
University of Pennsylvania 1996 — 2002
MS, Organizational Dynamics
Dickinson College 1984 — 1988
BA, Political Science; Religion
Roanoke Catholic High School 1979 — 1984
Diploma
Zenith Insurance Company (United States) December 2009 - Present
The Addis Group February 2007 - December 2010
Addis Group January 2007 - December 2010
CARDONE June 1995 - January 2007
Cardone Industries January 1995 - January 2007
Safety Systems / Industrial Hygiene January 1997 - January 2005
Measurement Systems January 1995 - January 1997
STS Motor Freight January 1981 - January 1995
AAFES January 1977 - January 1981
Skills
Analysis, Auditing, Benefits Administration, Casualty, Claim, Budgets, Claims Management, Coaching, Commercial Insurance, Customer Service, Employee Benefits, Employee Relations, Employee Training, Environmental Awareness, Hazard Recognition, Health Insurance, ISO 14001, Industrial Hygiene, Industrial Safety, Insurance, Integration, Iso 9000, Leadership, Casualty Insurance, Legal Liability, Liability, Logistics, Management, Marketing, Occupational Health, Operations Management, Process Improvement, Program Management, Property, Quality Assurance, Quality Control, Safety Consulting, Software Documentation, Risk Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
MS, Environmental Engineering Technology/Environmental Technology
Columbia Southern University 2002 — 2010
BS, Occupational Health and Safety
Columbia Southern University 2000 — 2004
Masters Degree, Occupational Safety and Health
Community College of Philadelphia 2000 — 2001
Lyons Technical Institute 1995 — 1996
Electrical Technology
Northeast Catholic High School 1973 — 1977
Community College of Phila
Business
Property & Casualty Insurance 1989 - 2013
HIG Global November 2007 - February 2010
The Addis Group March 2007 - November 2007
Elite Group, LLC, Exton, PA July 2004 - March 2007
M. F. Irvine & Associates, Conshohocken, PA January 2000 - July 2004
TAYLOR & OCHROCH, INC January 1997 - January 2000
LINCOLN GENERAL INSURANCE CO January 1995 - January 1997
ENGLE- HAMBRIGHT & DAVIES, INC January 1989 - January 1995
Skills
Insurance, Risk Management, Accident, Property & Casualty..., Commercial Insurance, Claims, Casualty, Employee Benefits, Professional Liability, Workers Compensation, General Liability, General Insurance, Risk Mitigation, Commercial Lines, Liability, Underwriting, Brokers, Umbrella Insurance, Inland Marine, D&O, Employment Practices...
Education
Susquehanna University 1978 — 1982
Dual Major: B.S. Management and B.S. Marketing
The Addis Group August 2007 - Present
Education
The University of the Arts
Villanova University
The Addis Group April 2007 - September 2015
Iron Hill Brewery & Restaurant June 2000 - April 2007
Skills
Casualty, Workers Compensation, Commercial Insurance, Professional Liability, General Insurance, Property & Casualty..., Marketing, Employment Practices..., D&O, Legal Liability, Insurance, Accounting, Liability, Commercial Lines, Brokers, Captives, Customer Service, Umbrella Insurance, Liability Analysis, Casualty Insurance
Education
Temple University
NorthCoast Asset Management March 2013 - Present
Fidelity Investments February 2011 - March 2013
Legacy Advisors, LLC January 2008 - February 2011
The Addis Group April 2007 - September 2007
Skills
Wealth Management, Insurance, Estate Planning, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Financial Planners, Portfolio Management, Relationship Management, Retirement Planning, Financial Advisory, Financial Services, Sales, Microsoft Excel, Outlook, Investment Management, Strategic Financial..., Series 63, Series 65, Investment Strategies, Securities, Asset Management, Financial Planning
Education
La Salle University 2004 — 2008
BS, Finance/Risk Management
CB West
USI Insurance Services July 2014 - August 2015
The Addis Group November 2007 - July 2014
The Loomis Company 2006 - 2007
Royal Bank of Scotland January 2004 - September 2005
Merck January 2001 - June 2004
Ford Motor Company October 1984 - December 2000
Skills
Workers Compensation, Coaching, Finance, Commercial Insurance, Claims Management, Property & Casualty..., Risk Management, New Business Development, General Insurance
Education
Alvernia University
BA, Business Mangement / HR
AmWINS Group March 2013 - Present
Philadelphia Insurance September 2009 - March 2013
Swiss Re 1998 - September 2009
The Addis Group 1997 - 1998
Aon 1996 - 1997
Commonwealth Risk 1991 - 1996
Skills
Professional Liability, Legal Liability, Casualty, Reinsurance, Underwriting, Umbrella Insurance, Liability Analysis, Property & Casualty..., Commercial Insurance, D&O, Commercial Lines, Liability, Employment Practices..., General Insurance, Excess
Education
Eastern University 1997 — 1999
MBA, Business
West Chester University of Pennsylvania 1983 — 1988
BSED, Education
The Addis Group
Skills
Insurance, Commercial Insurance, Workers Compensation, Underwriting, Property & Casualty..., General Insurance, Legal Liability, Benefits Administration, Customer Service, Negotiation, Casualty, Employee Relations, Employment Practices..., Professional Liability, Real Estate
Education
University of Delaware 1977 — 1981
BS, Business
The Addis Group January 2008 - Present
The Graham Company January 2005 - October 2007
Shared Medical Systems/Siemens Health Services May 1989 - December 2004
Siemens Healthcare/Shared Medical Systems 1989 - 2004
Education
Eastern University 1992 — 1995
MBA, Finance
Millersville University of Pennsylvania 1985 — 1989
B.S., Business
Widerman & Company February 1998 - Present
NJ Food Processors Association 2011 - 2014
The Addis Group February 1994 - February 1998
Chubb May 1992 - February 1994
Skills
Professional Liability, Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Risk Management, Claim, Commercial Lines, Casualty, Legal Liability, Brokers, Liability, Claims Management, Financial Risk, Small Business, Employment Practices..., Umbrella Insurance, Management, Underwriting, Strategy, Leadership, Customer Service, D&O, Negotiation, Health Insurance, New Business Development, Employee Benefits, Reinsurance, General Insurance
Education
Franklin & Marshall College 1988 — 1992
Bachelors, Business Management
Tabor Academy 1985 — 1988
High School, High School/Secondary Diplomas and Certificates
Assistant Account Manager April 2013 - Present
The Addis Group August 2009 - March 2013
A. Pomerantz August 2008 - January 2009
Franklin Interiors October 2005 - July 2008
Beneficial Financial Group July 2004 - October 2005
Skills
Leadership, Project Management, Account Management, Customer Service, Management, New Business Development, Sales
Education
University of Pittsburgh 2000 — 2004
Bachelor of Arts, Communications
The Addis Group June 1997 - Present
Skills
D&O, Commercial Insurance, Property & Casualty..., Risk Management, Professional Liability, Employment Practices..., Casualty, Insurance, Captives, Underwriting, Team Building, Workers Compensation, General Insurance, Liability, Liability Analysis, Claim, Reinsurance, Coaching, Legal Liability, Commercial Lines, Brokers, Casualty Insurance
Education
American Institute of Chartered Property & Casualty Underwriters
CPCU
East Stroudsburg University of Pennsylvania
Bachelor of Science
James Eli Design November 2002 - Present
BrandN8 / James Eli Design 2009 - 2015
BrandN8 / James Eli Design 2009 - 2015
BrandN8 / James Eli Design 2009 - 2015
BrandN8 / James Eli Design 2009 - 2015
Be Design April 2002 - November 2002
Plumbline Studios June 2000 - February 2002
The Addis Group September 1994 - June 2000
Skills
Packaging, Corporate Identity, Creative Strategy, Brand Development, Brand Communication, Logo Design, Graphic Design, Creative Development, Art Direction, Concept Development, Creative Direction, Integrated Marketing, Typography, Advertising, Illustration, Visual Communication, Graphics, Photography, Brand Management, Corporate Branding, Branding & Identity, Art, Posters, Brochures, Experience Design, Design Strategy, Layout, Catalogs
Education
ArtCenter College of Design 1992 — 1994
BFA
The University of South Dakota 1986 — 1990
BFA
Odell Studner October 2006 - Present
ECBM February 2003 - October 2006
The Addis Group August 1995 - February 2003
Acordia, now Wells Fargo Insurance Agency April 1994 - August 1995
Clair Odell Group, now HUB International May 1989 - April 1994
Skills
Property & Casualty..., Captives, General Insurance, Liability, Claim, Casualty, Brokers, Reinsurance, Underwriting, Health Insurance, Enterprise Risk..., Training, Risk Management, Professional Liability, Claims Management, Risk Assessment, Umbrella Insurance, D&O, Risk Analysis, Leadership, Agents, Employment Practices..., Financial Risk, Excess, Executive Management, Insurance, Claim Investigation, Commercial Insurance, Workers Compensation, Management, Legal Liability, Casualty Insurance
Education
Penn State University
BS, Marketing
The Addis Group January 2014 - Present
Spring-ford Area School District, Phoenixville Area School District May 2012 - January 2014
Wonder Years September 2009 - August 2011
Computer Sciences Corp April 1994 - April 1996
Skills
Curriculum Design, Teaching, Curriculum Development, Lesson Planning, Educational Leadership, Classroom Management, Classroom, Tutoring, Educational Technology, Teacher Training, Elementary Education, Literacy, Differentiated..., K-12, Special Education, Staff Development, Public Speaking, ESL, Higher Education, Instructional Design, Instructional Technology
Education
Cabrini 2010 — 2011
Masters Education, Elementary Education and Teaching
Indiana University of PA 1986 — 1989
Bachelor of Science (BS), Communication
The Addis Group August 2005 - Present
Marsh & McLennan Companies, Inc. October 1999 - November 2004
The Hobbs Group May 1997 - February 1999
Aon Risk Services August 1996 - February 1999
Marsh & McLennan Companies, Inc. November 1989 - August 1996
Cohen & Seltzer May 1987 - November 1989
Skills
Property & Casualty..., Professional Liability, Commercial Insurance, Casualty, Insurance, Underwriting, Workers Compensation, D&O, Liability, Legal Liability, Employment Practices..., Commercial Lines, Brokers, General Insurance, Risk Management
Education
Immaculata University 1982 — 1986
BA, English
The Beacon Group of Companies September 2011 - Present
The Addis Group July 2008 - September 2011
Skills
Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Casualty, Brokers, Health Insurance, Professional Liability, Liability, Commercial Lines, Marketing, D&O, Employee Benefits, Legal Liability
Education
La Salle University 2001 — 2005
Bachelor of Science, Mathematics