The Woodlands Financial Group

Industry: Insurance company

Description

Founded: 2000 Subsidiary: Ward Business Insurance Agency, L.P.

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The Woodlands Financial Group Employees

Employee
Years
Job
Industry
Amy Lopez Amy Lopez Austin, Texas Area Details
Amy Lopez's The Woodlands Financial Group Experience July 2007 - June 2010
Job Visionary and Innovative Educator
Industry Education Management
Experience
Windham School District  August 2015 - Present
Texas Juvenile Justice Department  August 2011 - August 2015
Al Price Juvenile Correctional Facility, TYC   July 2010 - June 2011
The Woodlands Financial Group   July 2007 - June 2010
Hereford ISD  July 2005 - June 2007
Canyon ISD  July 2000 - June 2005

Skills
Public Speaking, Grant Writing, Staff Development, Program Development, Training, Policy, Teaching, Curriculum Design, Government, Research, Event Planning, Customer Service, Conflict Resolution, Editing, Leadership, Coaching, Curriculum Development

Education
Lubbock Christian University   1999 — 2001
M. Ed, Mid Management, 4.0

Texas Tech University   1981 — 1985
Bachelor of Science, Theatre/English, 3.75

Melissa Khan Melissa Khan Houston, Texas Area Details
Melissa Khan's The Woodlands Financial Group Experience 2012 - 2013
Job Legal Secretary at Gray Reed & McGraw
Industry Legal Services
Experience
Gray Reed & McGraw  February 2013 - Present
Stanford Law Firm   September 2007 - February 2013
The Woodlands Financial Group   2012 - 2013
Keais Records Service/Chart Access, Inc   March 2003 - September 2007
Keais Records Service, Inc.   March 2002 - September 2007
Markers, Inc. formerly Marker   January 2001 - March 2003

Skills
Litigation Support

Education
University of Houston-Downtown   2007 — 2007
Paralegal

University of Houston

Casey Flores Casey Flores Houston, Texas Details
Casey Flores's The Woodlands Financial Group Experience September 2008 - April 2009
Job Teaching Fellow at KIPP CONNECT Primary School
Industry Primary/Secondary Education
Experience
Texas School for the Blind and Visually Impaired  January 2014 - July 2014
Once & Again Books   September 2008 - April 2012
The Woodlands Financial Group   September 2008 - April 2009

Skills
Microsoft Word, Retail, Early Childhood..., Social Media, Braille - Uncontracted, Customer Service, Child Development, Special Needs, Behavioral Intervention, Facebook, Community Outreach, Curriculum Development, Teaching, Early Childhood..., Social Networking, Volunteer Management

Education
The University of Texas at Austin   2010 — 2014
Bachelor of Science (BS), Human Development and Family Studies, General

Mitchell Brown, MLIS,AINS Mitchell Brown, MLIS,AINS Houston, Texas Area Details
Mitchell Brown, MLIS,AINS's The Woodlands Financial Group Experience November 2011 - April 2014
Job A Marketing Executive with the ability to transition strategy into execution.
Industry Insurance
Experience
Dean & Draper Insurance Agency  April 2015 - Present
TWFG Insurance Services  April 2014 - April 2015
The Woodlands Financial Group   November 2011 - April 2014
USLI  November 2011 - April 2014
US Army  October 1996 - March 2011
Kansas State University  June 2007 - June 2010

Skills
Insurance, Training, Sales, Property & Casualty..., Leadership, Customer Service, Direct Sales, Microsoft Office, Marketing, Management, Commercial Insurance, Analysis, Outlook, Coaching, Risk Management, Strategic Planning, Team Building, Public Speaking, Sales Management, Employee Benefits, New Business Development, Recruiting, Account Management, Marketing Strategy, Salesforce.com, Leadership Development, Program Management, Workers Compensation, Microsoft Excel, Negotiation, Microsoft Word, Process Improvement, Social Media, Event Planning, Cold Calling, Sales Operations, Business Development, Budgets, Small Business, Team Leadership, Operations Management, Contract Negotiation, Customer Satisfaction, Organizational..., Professional Liability, PowerPoint, Coaching, Casualty Insurance

Education
Thomas Edison State College   2004 — 2007
Social Science/Liberal Studies

Sameer Khan Sameer Khan Houston, Texas Area Details
Sameer Khan's The Woodlands Financial Group Experience June 2012 - Present
Job Director Commercial Risk & Insurance
Industry Insurance
Experience
The Woodlands Financial Group   June 2012 - Present
Auto Insurance Discounters, Inc   May 2010 - February 2012
ASAP Insurance Agency   January 2006 - May 2010
American Auto Insurance Agency   July 2004 - December 2006
American Automotive Concept/Sticker Stop   June 2001 - July 2004

Skills
Microsoft Office, Commercial Insurance, PowerPoint, Insurance, General Insurance, Employee Benefits, Property & Casualty..., D&O, Workers Compensation, General Liability, Liability, Commercial Lines, Health Insurance, Professional Liability, Risk Management, Marine Insurance, Maritime Operations, Oil & Gas Industry, Jones Act, MEL, USL&H, DOHSA, IN-REM, Security Industry..., Aviation, Department of Defense..., Surety Bonds, Fidelity Bonds, Legal Liability, Reinsurance, Small Business, Umbrella Insurance, Fixed Annuities, Brokers

Education
American Institute for Chartered Property and Casualty Underwriters   2011 — 2012
ARM (Associate, Risk Management)

Kaplan Financial   2008 — 2009
Licensed Property & Casualty Agent, Licensed Life, Accident & Health Agent, Insurance

Houston Community College   2004 — 2007
Associate Degree, Automotive Technology

Manuel Arechiga Jr Manuel Arechiga Jr Dallas/Fort Worth Area Details
Manuel Arechiga Jr's The Woodlands Financial Group Experience December 2007 - December 2010
Job Territory Manager at Empire Petroleum Partners, LLC
Industry Wholesale
Experience
Empire Petroleum Partners, LLC  October 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas   July 2013 - October 2014
Radio Shack Corp  May 2011 - May 2013
The Woodlands Financial Group   December 2007 - December 2010
Arechiga Petroleum, Inc.   May 1982 - December 2010
Industrial Petroquimica SA de CV   January 1995 - December 2009
Ineramericana Motriz SA de CV   January 1994 - December 2009

Skills
Merchandising, Sales, Inventory Management, Sales Management, Customer Service, Store Management, Visual Merchandising, Sales Operations, Customer Satisfaction, Loss Prevention, Inventory Control, Wholesale Distribution, International Sales..., Business Start Up, Regulatory Requirements, Multi-channel Retail, Management, Start-ups, Strategic Planning, Pricing, Profit, Insurance, Consumer Electronics, Retail, Hiring, Purchasing, P, Small Business, Retail Sales, Team Building, P&L Management, Forecasting, Selling, Training, Leadership, Operations Management, Account Management, Business Planning, Negotiation, Team Leadership, Customer Retention

Education
The University of Texas at Austin   1979 — 1984
Bachelor's degree, Business Administration and Management, General

Brian Stamper Brian Stamper Owasso, Oklahoma Details
Brian Stamper's The Woodlands Financial Group Experience May 1998 - Present
Job TWFG Insurance Services
Industry Insurance
Experience
The Woodlands Financial Group   May 1998 - Present

Skills
15+ years of Insurance,..., Insurance, Life Insurance, Fixed Annuities, Property & Casualty..., Commercial Insurance, Long-term Care, Health Insurance, Legal Liability, Investments, Employee Benefits, Liability, Flood Insurance, Umbrella Insurance, Homeowners, Commercial Lines, Term Life Insurance, Casualty, Workers Compensation, Inland Marine, Casualty Insurance, Professional Liability

Education
University of Oklahoma   1994 — 1998
Finance, Business

Michael A. Crafts, CLF, LUTCF Michael A. Crafts, CLF, LUTCF Houston, Texas Area Details
Michael A. Crafts, CLF, LUTCF's The Woodlands Financial Group Experience August 2011 - May 2015
Job Branch Owner at TWFG Insurance Services
Industry Insurance
Experience
TWFG Insurance Services  June 2015 - Present
Michael A. Crafts Insurance   February 2001 - Present
Crafts & Associates LLC   March 2004 - Present
The Woodlands Financial Group   August 2011 - May 2015
Gateway Financial Advisors, Inc.   April 2010 - August 2011
Gateway Insurance Group, Inc.   April 2010 - August 2011
American National Insurance  August 2007 - March 2010
Farmers Insurance Group  June 2006 - June 2007
Farmers Insurance Group  2000 - 2006
Farmers Insurance Group of Companies  April 1998 - February 2000

Skills
Senior Executive..., Motivation, Business Performance..., Sales Management, Developing People, Marketing Strategy, Business Planning, Securities, Life Insurance, Property and Casualty..., Property & Casualty..., Insurance, Commercial Insurance, Small Business, Fixed Annuities, Leadership, Casualty, Term Life Insurance, Disability Insurance, Umbrella Insurance, Marketing, Strategic Financial..., Brokers, Training, Long Term Care Insurance, Health Insurance, Homeowners, Legal Liability, Financial Planners, Commercial Lines, Liability, Workers Compensation, General Insurance, Whole Life, Retirement Planning, Motorcycle, IRAs, Universal Life, Renters, Retirement, Insurance Brokerage, Accident, Employee Benefits, Health Savings Accounts, Inland Marine, D&O, Critical Illness, 401k, Underwriting, Long-term Care

Education
DePaul University   2014 — 2015
Bachelor of Arts (B.A.), Organizational Leadership, 3.98

University of Oregon   1989 — 1990
General Studies, 3.95

Reggie Ray, CLCS Reggie Ray, CLCS Austin, Texas Area Details
Reggie Ray, CLCS's The Woodlands Financial Group Experience March 2009 - Present
Job General Manager at Birdsong Insurance
Industry Insurance
Experience
Birdsong Insurance   April 2015 - Present
The Woodlands Financial Group   March 2009 - Present
Insurance Marketing   2010 - 2015
Insurance Marketing   2010 - 2015
Insurance Marketing   2010 - 2015
Insurance Marketing   2010 - 2015
Eloan  July 2007 - February 2009
Leif Johnson Ford  January 1999 - July 2007
Leif Johnson Ford  April 1993 - June 2007
Leif Johnson Ford  March 1993 - January 1999

Skills
Texas Property & Casual..., Texas Life & Health..., Ford Motor Credit..., Insurance, Training, Sales, Marketing, Underwriting, Analysis, Finance, Time Management, Credit, Loans, Accounting, Software Documentation, Claim, Policy, Health Insurance, Commercial Insurance, Customer Retention, Sales Operations, Property & Casualty...

Education
Huston-Tillotson University   2012 — 2016
Bachelor of Business Administration (BBA)

Lyndon Baines Johnson High School   1985 — 1989

Michael Trinh Michael Trinh Pearland, Texas Details
Michael Trinh's The Woodlands Financial Group Experience June 2014 - Present
Job Insurance broker. Financial guru. Learn something new everyday!
Industry Insurance
Experience
The Woodlands Financial Group   June 2014 - Present
State Farm Insurance  February 2012 - May 2014
Autumn Grove Home for the Elderly with Alzheimer’s   April 2013 - June 2013
Pizza Hut MUY Corporation   June 2009 - March 2012

Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Project Management, Marketing, Microsoft Word

Education
University of Houston
Economics

Tracey Rogers Tracey Rogers Greater New Orleans Area Details
Tracey Rogers's The Woodlands Financial Group Experience September 2008 - Present
Job at
Industry Insurance
Experience
The Woodlands Financial Group   September 2008 - Present
Bellarouge Boutique   February 2013 - October 2013
Planet Beach Franchising Corporation  June 2005 - October 2008
Marriott Metairie @ Lakeway and Maison Dupuy   January 2006 - October 2007

Skills
Health Insurance, Inland Marine, Employee Benefits, Brokers, Homeowners, Flood, Personal Auto, Commercial Auto, Excess Flood, Builder's Risk, Builder's Risk..., General Liability, Sales, Sales Management, Customer Service, Corporate Finance, Project Accounting, Human Resource Planning, Liability, Commercial Vehicle, Construction Insurance, Small Business, Start-ups, Team Building, Strategic Financial..., Workers Compensation, Finance, Management, New Business Development, Business Planning, Loans, Claims Management, Retirement, Employment Practices..., Licensed Property &..., Medicare, Fixed Annuities, Financial Risk, Long-term Care, Flood Insurance, Excess, Financial Analysis, D&O, Motorcycle, Client Relations Skills, Agents, Retirement Planning, Insurance, Underwriting, Umbrella Insurance

Education
University of New Orleans   1988 — 2002
BS Accounting, Minor - Political Science

University of New Orleans   1993 — 1998
Masters Degree (MBA), Finance Concentration

John Janese John Janese Dallas, Texas Details
John Janese's The Woodlands Financial Group Experience March 2012 - March 2015
Job Agency Owner at Allstate Insurance Company
Industry Insurance
Experience
Allstate  March 2015 - Present
The Woodlands Financial Group   March 2012 - March 2015
Texas Farm Bureau Insurance  March 2011 - May 2012
State Farm Insurance Agency  February 2008 - March 2011
Aircraft Maintenance  February 1999 - August 2007

Skills
Insurance Services..., Umbrella Insurance, Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Homeowners, Casualty, Professional Liability, Legal Liability, Liability, General Insurance, Life Insurance, Disability Insurance

Education
University of North Texas   2007 — 2009
Bachelor's degree, Management

Embry-Riddle Aeronautical University   2003 — 2005

Hamshire-Fannett High School

Chisum Whorton Chisum Whorton Houston, Texas Area Details
Chisum Whorton's The Woodlands Financial Group Experience 2002 - 2007
Job Territory Manager at Coleman, Greear & Associates
Industry Insurance
Experience
Coleman, Greear & Associates   March 2010 - Present
The Woodlands Financial Group - TWFG   2002 - Present
TWFG Insurance Services  January 2007 - March 2010
The Woodlands Financial Group - TWFG   2002 - March 2010
The Woodlands Financial Group   2002 - 2007

Education
Texas A&M University - Mays Business School   2009 — 2011
MBA, Business

Texas A&M University   1996 — 2000
MS, AGSM

Corey Morrissey Corey Morrissey Houston, Texas Area Details
Corey Morrissey's The Woodlands Financial Group Experience March 2007 - June 2012
Job at OSSCUBE LLC
Industry Accounting
Experience
OSSCube  October 2014 - Present
Busy Body Pets   September 2011 - 2014
Star Staffers   November 2012 - June 2013
The Woodlands Financial Group   March 2007 - June 2012
Construct Corps, LLC   August 2005 - March 2007

Skills
Business Analysis, Business Process..., Financial Analysis, Budgets, Forecasting, Process Improvement, Microsoft Excel, Management, Strategic Planning, Accounting, Finance, Analysis, Data Analysis, Insurance, Microsoft SQL Server, Operations Management, Training

Education
Florida State University - College of Business   2002 — 2005
BS, Finance

Scott Litchfield Scott Litchfield Agawam, Massachusetts Details
Scott Litchfield's The Woodlands Financial Group Experience October 2010 - November 2013
Job Sr User Systems Analyst at Travelers
Industry Insurance
Experience
Travelers  May 2014 - Present
The Woodlands Financial Group   October 2010 - November 2013
The Hartford Insurance Group  May 2006 - October 2010
Charter Communications  November 2005 - May 2006
FEMA  August 2005 - October 2005
Cingular Wireless  October 2000 - December 2004

Skills
Microsoft Excel, Microsoft Word, Access Database, Salesforce.com, EVO, Joomla, WordPress, PowerPoint, EzLynx Adminstration, PDF Creator, Outlook, Customer Service, Insurance

Education
University of Massachusetts, Amherst   1996 — 2000
BA, Astronomy

Agawam High School

Janet Gould Janet Gould Dallas/Fort Worth Area Details
Janet Gould's The Woodlands Financial Group Experience April 2006 - June 2008
Job Marketing Representative at Germania Insurance
Industry Insurance
Experience
Germania Insurance  June 2008 - Present
The Woodlands Financial Group   April 2006 - June 2008
Safeco  February 2003 - April 2007

Skills
Marketing, Property & Casualty..., Sales, Management, Sales Operations, Commercial Insurance, Program Management, Commercial Lines, Insurance, Training, Customer Service, Workers Compensation

Education
The University of Texas at Dallas
Attended, Marketing

Bryan Sutton Bryan Sutton Houston, Texas Details
Bryan Sutton's The Woodlands Financial Group Experience February 2013 - August 2015
Job Application Support Analyst at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co.   August 2015 - Present
The Woodlands Financial Group   February 2013 - August 2015
Servercraft   November 2011 - February 2013
Navy CNIC Fire & Emergency Services   June 2009 - August 2009

Skills
Java, C/C++ STL, Python, PHP, Bash, Linux, MySQL

Education
The University of Texas at Austin   2006 — 2010
B.A., Computer Science

Cypress Falls High School
2006

University of Texas
B.A, Computer Science

Jacqueline Martinez Jacqueline Martinez Dallas, Texas Details
Jacqueline Martinez's The Woodlands Financial Group Experience August 2013 - April 2014
Job Republic Manufacturing
Industry Industrial Automation
Experience
Republic MFG   April 2014 - Present
The Woodlands Financial Group   August 2013 - April 2014
USLI  August 2013 - April 2014
True Religion Brand Jeans  September 2009 - May 2013
Victoria's Secret  November 2008 - August 2009

Skills
Visual Merchandising, Merchandising, Store Management, Loss Prevention, Retail, Apparel, Fashion, Store Operations, Clienteling, Styling, Window Displays, Trend Analysis, New Store Openings, Merchandise Planning, Inventory Management, Trend Forecasting, Assortment, Trend, Customer Service, Sales, New Store Development, Retail Sales

Education
The University of Texas at San Antonio   2003 — 2009
Bachelor, Business Management, Small Business Entrepreneurship

Jennifer Divine Jennifer Divine Dallas/Fort Worth Area Details
Jennifer Divine's The Woodlands Financial Group Experience May 2011 - Present
Job Agency Relationship Manager at The Woodlands Financial Group
Industry Insurance
Experience
The Woodlands Financial Group   May 2011 - Present
Atlas General Agency L.L.C. MGA   June 2004 - July 2011
The Republic Group  February 2001 - June 2004

Skills
Property & Casualty..., Health Insurance, Insurance, Term Life Insurance, Commercial Insurance, Umbrella Insurance, Liability, Workers Compensation, Inland Marine, Casualty, General Insurance, Professional Liability, Commercial Lines, Homeowners, Legal Liability, Casualty Insurance, Life Insurance

Education
San Diego State University-California State University
BACHELOR OF ARTS ~ APPLIED ARTS & SCIENCES

Greg Rains Greg Rains Lewisville, Texas Details
Greg Rains's The Woodlands Financial Group Experience March 2011 - Present
Job Business owner at The Woodlands Financial Group
Industry Insurance
Experience
The Woodlands Financial Group   March 2011 - Present
Kolache Depot Bakery   April 2000 - October 2010
Allstate  February 1985 - January 2000

Skills
Excel, Customer Relations, Coaching, Customer Service, Small Business, Sales Operations, Microsoft Excel, Liability, Sales Management, Management, Risk Management, Sales, Team Building, General Insurance, Disability Insurance, Property & Casualty..., Public Speaking, Term Life Insurance, Insurance, Fixed Annuities, Budgets, Umbrella Insurance, Life Insurance, PowerPoint, Commercial Insurance, Marketing, Strategic Planning, Employee Benefits

Education
Lamar University   1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Education

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