USI Holdings
Address: 261 Madison Ave, New York, NY 10016 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 842-3700Website: Place name: : : : Category: : : : Website: http://www.usi.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of USI Insurance Services Posting publicly on the Web Write a review Reviews Be the first to review
USI Holdings List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at USI Holdings. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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USI Holdings Employees
Mantrose Haeuser Co., Inc./NatureSeal, Inc.(a subsidiary of RPM International, Inc.) March 2014 - Present
RRC Price CPAs July 2008 - February 2014
USI Holdings October 2003 - July 2008
Stephen J Ganns CPA 1993 - 2008
UST Inc. 1999 - 2003
Fujifilm May 1997 - October 1999
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Forecasting, Due Diligence, QuickBooks, Microsoft Excel, GAAP, SEC filings, Financial Statements, Bank Reconciliation, Variance Analysis, Sarbanes-Oxley, Account Reconciliation, Cost Accounting, Corporate Tax, Journal Entries, General Ledger, Cash Management, Tax, Financial Accounting, IFRS, Bookkeeping, Revenue Recognition, Financial Audits, Budgets, Corporate Finance, IT Audit, Analysis, Finance, Tax Returns, Cash Flow, JD Edwards, Accounts Receivable, Managerial Finance, Fixed Assets, Tax Accounting, Consolidation, Tax Preparation, SEC Filings
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
BBA, Accounting / Minor Information Systems
Lincoln High School 1979 — 1983
Regents Diploma, Academic
HighRidge Insurance Services January 2007 - Present
USI Holdings November 1998 - December 2006
Skills
Investment Strategies, Investments, Investors, Investment Properties, Hard Money Lending, Business Strategy, Sales Management, Employee Benefits, Team Building, Sales, Leadership Development, Entrepreneurship, Small Business, Marketing Strategy, Strategic Planning, Financial Analysis, Insurance, Retail, Start-ups, Commercial Insurance, Management Consulting, Management, Brokers, Executive Management, Leadership, Mergers & Acquisitions, Finance, Underwriting, Risk Management, Strategic Financial..., Business Planning, Life Insurance, Workers Compensation, Professional Liability, Consulting, Property & Casualty...
Education
University of the Pacific - Eberhardt School of Business 1993 — 1995
MBA, Business
California State University-Sacramento 1984 — 1991
Bachelor of Science
Citi August 2013 - Present
HomeServe USA May 2012 - August 2013
Wells Fargo Advisors, LLC October 2010 - April 2012
UBS Investment Bank June 2009 - August 2009
USI Holdings June 2008 - August 2008
Skills
Series 7, Series 66, NY State Life Accident..., Bloomberg, Thomson Reuters, Equities, Fixed Income, Mutual Funds, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Financial Analysis, Bonds, Investments
Education
Fairfield University 2006 — 2010
Bachelor of Science (B.S.)
University of International Business and Economics 2008 — 2008
Allstate Insurance Company March 2014 - Present
Starr Insurance Holdings November 2009 - November 2013
USI Holdings May 2005 - November 2009
Gen Re June 1999 - May 2005
Blatt, Hammesfahr &Eaton October 1998 - June 1999
American International Group 1991 - 1997
Skills
Insurance, Compliance, Contract Negotiation, Policy, Investigations, Training, Legal Research, Private Investigations, Management, Litigation, Leadership, Legal Writing, Insurance Law, Legal Liability, Mediation, Project Management, Finance, Trials, Risk Management, Liability, Licensing, Courts, Professional Liability, Commercial Insurance, Reinsurance, Due Diligence, Workers Compensation, Financial Risk, Claims Management, Enterprise Risk..., Fraud, Appeals, Internal Audit, Litigation Management, Underwriting, Negotiation, Product Liability, Privacy Law, Property & Casualty..., Health Insurance, Claim
Education
New York Law School 1981 — 1984
JD, Law
University of California, Berkeley 1979 — 1981
B.A., Political Science
Rainmaker Advisory LLC December 2008 - Present
USI Holdings April 2005 - May 2007
MacCorkle Insurance Service December 2003 - April 2005
Willis August 1999 - November 2003
Cooper & Cook September 1997 - August 1999
Estrada & Associates October 1988 - August 1999
Guardian Life October 1984 - October 1988
Skills
Rainmaker, New Business Development, Strategic Planning, Consultative Selling, Business Strategy, Mergers, Sales Management, Marketing Strategy, Coaching, Sales, Strategy, Leadership, Employee Benefits, Brokers, Executive Management, Health Insurance, Sales Process, Insurance, Commercial Insurance, Management, Sales Workshops, Training, Small Business, Mergers & Acquisitions, Analysis, Human Resources, Customer Retention, Consulting, Business Development, Investments, Selling, Insurance Brokerage, Start-ups, P&L Management, Disability Insurance, Agency Development, Program Management
Education
Santa Clara University 1983 — 1986
Bachelor of Science, Economics
Bellarmine College Preparatory 1979 — 1982
Marsh & McLennan Agency, LLC January 2009 - Present
USI Holdings January 1997 - January 2007
USI Holdings January 1999 - January 2002
USI Holdings January 1997 - January 1999
Acordia January 1988 - January 1997
Frederick Rauh & Company January 1982 - January 1996
Frederick Rauh & Company January 1985 - January 1990
Rauh/PrideMark January 1983 - January 1985
Prudential Insurance January 1980 - January 1982
Ohio National Life January 1979 - January 1980
Education
Xavier University 1994 — 1996
Master of Business Administration, Business & Finance
University of Cincinnati 1977 — 1983
Alvarez & Marsal January 2011 - Present
University of Texas at Dallas - Jindal School of Management December 2012 - Present
Texas Christian University 2009 - Present
Boy Scouts of America February 2009 - Present
Winroc-SPI September 2013 - March 2014
Superior Propane January 2013 - December 2013
Grant Thornton LLP June 2010 - January 2011
Avalion May 2006 - May 2010
The Freeman Company December 2008 - March 2009
USI Holdings January 2006 - May 2006
Skills
Leadership, IT Strategy, Information Technology, Program Management, Strategy, Change Management, Governance, Business Process..., Management, Project Management, Consulting, Management Consulting, Process Improvement, Business Analysis, ERP, PMO, Business Transformation, IT Management, Business Process, Executive Management, Project Portfolio..., Consultants, Cross-functional Team..., Business Development, Integration, Strategic Planning, Acquisition Integration, Risk Management, Outsourcing, SaaS, Mergers & Acquisitions, Organizational Design, SDLC, Business Strategy
Education
University of Michigan 1983 — 1985
MBA, Finance, Statistics
Alma College 1978 — 1982
BA, Mathematics and Business Admin
Battle Creek Central
Virginia Automobile Dealers Association October 2007 - June 2009
Total Administrative Services Corporation June 2007 - September 2007
Benefits Administration March 2006 - June 2007
USI Holdings March 2004 - February 2005
CIGNA Healthcare September 2002 - March 2003
CIGNA Healthcare August 2000 - April 2002
CIGNA Healthcare June 1999 - August 2000
CIGNA Healthcare March 1997 - June 1999
CIGNA Healthcare September 1995 - March 1997
CIGNA Healthcare August 1994 - September 1995
Education
University of North Texas 1964 — 1967
B.A., Political Science
USI Holdings January 2010 - Present
USI Insurance Services October 2001 - January 2010
White Bird Consulting 1996 - 2001
Delphi Information Systems Inc (now ebix) 1993 - 1996
AAA Auto Club South 1992 - 1993
Poe & Associates, Inc 1976 - 1992
Skills
Team Building, Project Management, Strategy, Training, Strategic Planning, Risk Management, Vendor Management, Process Improvement, Change Management, Team Leadership, Organizational..., Change Leadership, Call Centers, Program Management, Operations Management, Leadership Development, Management, Cross-functional Team..., Coaching, Management Consulting, Account Management, Business Analysis, Business Process..., Project Planning, Software Documentation, Leadership, Policy
Education
University of South Florida 1969 — 1971
LIberal Arts
Willis 2009 - Present
Willis 2009 - Present
Willis 2009 - Present
USI Holdings April 2005 - February 2010
Marsh October 2001 - April 2005
Marsh 1995 - 2001
Alexander and Alexander 1990 - 1995
Liberty Mutual 1979 - 1990
Skills
Business Development, Construction, Insurance, Property & Casualty..., Underwriting, Brokers, Risk Management, Workers Compensation, Commercial Insurance, Liability, Employee Benefits, Casualty, Claim, Professional Liability, Legal Liability, Life Insurance, Leadership, Executive Management, Management, Excess, General Insurance, Disability Insurance, Commercial Lines, Health Insurance, Directors & Officers..., Employment Practices..., Umbrella Insurance, Financial Risk, Claims Management, Insurance Brokerage, Reinsurance, Enterprise Risk..., D&O, Captives, Casualty Insurance, Sales
Education
Dowling College 1990 — 1996
BS MBA, Business
lindenhurst High School
High School Diploma, Humanities/Humanistic Studies
USI Holdings March 2006 - Present
Pitney Bowes December 2000 - January 2006
efacility.com January 2000 - October 2000
GE Support Services June 1996 - January 2000
GE January 1987 - May 1996
RCA June 1985 - January 1987
Skills
Vendor Management, Product Management, Strategic Partnerships, Process Improvement, Product Development, IT Strategy, Business Development, Management, Cross-functional Team..., Business Analysis, Change Management, Program Management, Outsourcing, Business Intelligence, Leadership, Strategy, Software Development, Start-ups, SaaS, E-commerce, Contract Negotiation, CRM, Information Technology, IT Management, Business Process..., Sales Management, Budgets, Enterprise Software, Professional Services, Executive Management
Education
Carnegie Mellon University 1981 — 1985
BS
Shady Side Academy 1979 — 1981
Advertising Specialty Institute June 2014 - Present
TD (as Adecco Temp) December 2013 - June 2014
USI Holdings October 2013 - January 2014
Citi August 2007 - August 2013
Citi September 2005 - August 2007
Skills
Data Entry, Microsoft Excel, Microsoft Word, Payment Processing, Creative Writing, Blogging, Payment Card Processing, Account Management, Teamwork
Education
College of Southern Nevada 2005 — 2007
No Degree, Communications
Cimarron-Memorial High School 1994 — 1998
High School Diploma, English Language and Literature, General
USI Holdings 1998 - Present
USI Affinity 1995 - 1998
Colburn Insurance Service (USI Affinity) 1992 - 1995
Skills
Active Directory, Visio, Microsoft Exchange, VMware ESX, Vendor Management, Windows 7, IT Strategy, IIS, Insurance, EMC SAN Administration, SAP, Cisco Firewall Security, EMC Xtremio
Education
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Business Information Systems
The Compound May 2014 - Present
University of North Carolina August 2008 - May 2014
Blind Sisters, LLC October 2004 - January 2008
USI Holdings December 1985 - June 2004
Rock Ridge Builders 1983 - 2000
GTE June 1984 - December 1985
Coats & Clark 1980 - 1984
Skills
Management Consulting, Risk Management, Insurance, Enterprise Risk..., Risk Assessment, Strategic Planning, Program Management, Compliance Program..., Process Improvement, Mergers, Analysis, Financial Analysis, Property & Casualty..., Budgets, Negotiation, Finance, Management, Crisis Management, Team Building, Financial Services, Leadership, Policy, Mergers & Acquisitions, Strategy, Start-ups, Financial Risk, Change Management, Marketing, Entrepreneurship, Governance, Sales, Managerial Finance, Employee Training
Education
University of Pennsylvania - The Wharton School 1997 — 1997
Certificate, Executive Risk Management
Fairfield University 1985 — 1989
MS, Financial Management
Fairfield University 1980 — 1985
BS, Finance
Southmoreland High School
Cushman & Wakefield January 2015 - Present
Columbia University Center for Technology Management July 2014 - Present
Columbia University August 2014 - Present
Time Warner Inc. November 2008 - January 2015
Time Warner, Inc. October 2006 - November 2008
Time Warner, Inc. September 2004 - October 2006
USI Holdings November 2003 - September 2004
PricewaterhouseCoopers January 2000 - November 2003
Arthur Andersen January 1998 - April 1999
Education
Columbia University in the City of New York 2012 — 2014
Executive Master of Science
Pace University
BBA
Brooklyn Technical HS
Health Diagnostics June 2008 - Present
Huron Consulting Group May 2007 - June 2008
USI Holdings October 2003 - April 2007
E & Y June 2002 - October 2003
Andersen October 2000 - June 2002
Education
University at Albany, SUNY 1996 — 2000
USI Holdings January 1992 - Present
The Reohr Group May 1988 - January 1992
Reohr 1988 - 1992
Skills
Mergers, Insurance, Contract Negotiation, Data Center, Disaster Recovery, Cloud Computing, Storage, Vendor Management, Virtualization, IT Strategy, SaaS, Integration, Security, VMware, IT Management, Business Continuity, Software Project..., Professional Services, Program Management, SharePoint, Information Technology, System Deployment, Project Management, System Administration, Analysis, Citrix, Networking, Enterprise Software, Managed Services, Mergers & Acquisitions
Education
Loyola College in Maryland 1984 — 1988
BS, Computer Science
Fallston High School
Villanova University
USI Holdings October 2004 - March 2015
Van DeWater & Van DeWater, LLP September 2000 - September 2004
Skills
Professional Liability, Insurance, Property & Casualty..., Claims, Casualty, Legal Liability, Employment Practices..., Management, D&O, Claim, Commercial Litigation, Liability, Commercial Lines, Brokers, Negotiation, Commercial Insurance, Workers Compensation, Health Insurance, Reinsurance, Insurance Brokerage, Litigation Management, Underwriting
Education
University of Pennsylvania Law School 1972 — 1975
J.D., Law
Columbia University in the City of New York 1962 — 1972
B.A., Russian, History
The Telx Group January 2013 - Present
HarmonyResources, Inc. January 2010 - Present
MacFarlane Partners September 2007 - January 2010
BPO Management Services, Inc. October 2005 - August 2007
DC McAdam Consulting April 2004 - October 2005
USI Holdings October 1998 - April 2004
Foote Cone & Belding April 1996 - October 1998
Sprint Communications Co. September 1984 - April 1996
Coopers & Lybrand 1986 - 1988
Macy's 1980 - 1983
Skills
Organizational..., Performance Management, HRIS, Compensation, Benefits, Compliance, Leadership Development, Payroll, Deferred Compensation
Education
University of San Francisco
MBA, HR Management
University of San Francisco
BS, Business Administration
Mercy High School - Burlingame, CA
Diploma
Fairfield County Bank Insurance Services, LLC January 2009 - Present
USI Holdings 1996 - 2008
Skills
Operations Management, Sales Management, Cross-functional Team..., Strategic Planning, Commercial Insurance, Insurance, Brokers, Management, Liability, Negotiation, Property & Casualty..., Contract Negotiation, Business Process..., Start-ups, New Business Development, Risk Management, Employee Benefits, Casualty, D&O
Education
Marietta College 1972 — 1976
USI Holdings PresidentUSI Insurance Services2005 - Present
Education
Dowling College 1975 — 1990
Lindenhurst High School 1960 — 1964
Football
USI 2000 - Present
USI Holdings 1994 - Present
USI 2003 - 2010
USI Northeast 2003 - 2010
USI Insurance Services 1998 - 2010
Education
Endicott College
Enzo Biochem Inc June 2015 - Present
Enzo Biochem, Inc. February 2014 - May 2015
Watson Pharmaceuticals November 2010 - June 2013
Nycomed US January 2010 - August 2010
USI Holdings January 2008 - August 2009
Aptuit July 2005 - December 2007
Purdue Pharma February 2003 - July 2005
Bristol-Myers Squibb January 1998 - February 2003
PricewaterhouseCoopers September 1988 - January 1998
Skills
Financial Analysis, Internal Controls, SAP, PeopleSoft, Sarbanes-Oxley Act, SEC filings, Accounting, Performance Management, Hyperion Enterprise, Finance, Managerial Finance, Team Building, Sarbanes-Oxley, Leadership, Cash Flow Forecasting, Financial Reporting, Visio
Education
Fordham Gabelli School of Business 1997 — 1998
MBA, Finance & Information Technology
The George Washington University - School of Business 1984 — 1988
Bachelor of Accounting, Accounting & Business
Preferred Hotels & Resorts November 2013 - Present
Presidio Financial October 2012 - October 2013
Chapman & Associates December 2010 - September 2012
USI Holdings October 2003 - July 2010
Linksys February 2003 - October 2004
Moneyline Lending Services February 2003 - October 2003
UC Irvine January 2001 - March 2003
Skills
IT Management, Active Directory, Windows Server, VMware, Servers, Microsoft Exchange, ITIL, Troubleshooting, Cisco Technologies, Security, Firewalls, SharePoint, Citrix, Powershell, Visual Basic, Cost Benefit, Disaster Recovery, Windows 7, Networking, Information Technology, Technical Support, Leadership, Program Management, System Administration, Management, XP, Network Administration, Training, Data Center, Virtualization, VMware ESX, Operating Systems, DNS, Network Security, Group Policy, VPN, TCP/IP, Help Desk Support, Storage, VMware Infrastructure, System Deployment, IT Strategy, DHCP, Integration, Hardware, Cloud Computing, Storage Area Networks, SAN, Blackberry Enterprise...
Education
University of California, Irvine 1999 — 2002
BS, Social Sciences
AllianceBernstein October 2013 - Present
Mercer Investment Consulting November 2009 - November 2012
BNY Mellon 2007 - 2008
USI Holdings 2004 - 2006
The Hartford 1998 - 2002
Aetna 1994 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Sales, Management, Marketing, Analysis, Proposal Writing, Project Management, Customer Service, Strategic Planning, Finance, Marketing Strategy, New Business Development, Retirement Planning, Business Development, Equities, Relationship Management, Leadership
Education
Loyola University of Chicago
Bachelor of Science (BS), Business Administration and Management, General
TD Bank October 2014 - April 2015
Bruker Corporation September 2013 - December 2013
USI Holdings June 2012 - December 2012
Fidelity Investments October 2011 - April 2012
Cold Water Creek 2009 - 2011
Graphic Packaging International March 2010 - September 2010
Sterling Commerce an AT&T company May 2009 - February 2010
Liberty Mutual Insurance December 2003 - October 2008
INTERNATIONAL INSURANCE COMPANY. INC October 1999 - December 2003
NATIONAL GRANGE MUTUAL INSURANCE COMPANY July 1996 - October 1999
Skills
Internal Controls, Forecasting, Variance Analysis, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Accounting, Auditing, Finance, GAAP, Fixed Assets, SAP, Budgets, Internal Audit, Analysis, Consolidation, Essbase, Journal Entries
Education
Pace University - Lubin School of Business
BBA, Accounting