USI Insurance
Industry: Company
DescriptionHeadquarters: Briarcliff Manor, NY Founded: 1994 Subsidiaries: USI Consulting Group, Inc., People also search for: Onex Corporation, Goldman Sachs Capital Partners, 21st Century Life and Health Company, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportUSI Insurance ServicesWebsiteDirections Saved (0) Saved Save Insurance agency in New York City, New York Address: 261 Madison Ave, New York, NY 10016 Hours: Closed ⋅ Opens 8AM Monday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–4PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 842-3700Place name: : : Website: : : : : 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
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USI Insurance Employees
Employee
Years
Job
Industry
Lisa Beers, CLTC Lisa Beers, CLTC's USI Insurance Experience March 1998 - June 2001
Job President, Premier Planning Group II, Inc. Long Term Care is your responsibility and our business.
Industry Insurance
Experience
Premier Planning Group II, Inc. July 2001 - Present
Women Moving On January 2013 - Present
USI Insurance March 1998 - June 2001
Travelers Portfolio Group April 1996 - March 1998
Massachusetts Casualty March 1994 - April 1996
Connecticut Mutual & Paul Revere March 1984 - February 1994
Skills
Insurance, Customer Service, Disability Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Financial Planners, Medicare, Brokers, Employee Benefits, Term Life Insurance, Small Business, Life Insurance, Healthcare, Long Term Care Insurance, Estate Planning, Critical Illness, Retirement, Whole Life, Universal Life, IRAs, 401k, Financial Planning, Strategic Financial..., Insurance Brokerage, Financial Advisory, Mutual Funds, Underwriting
Education
Brown University
Bachelor's Degree, Political Science and French
CLTC Certification
Long-term Care Certification
Premier Planning Group II, Inc. July 2001 - Present
Women Moving On January 2013 - Present
USI Insurance March 1998 - June 2001
Travelers Portfolio Group April 1996 - March 1998
Massachusetts Casualty March 1994 - April 1996
Connecticut Mutual & Paul Revere March 1984 - February 1994
Skills
Insurance, Customer Service, Disability Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Financial Planners, Medicare, Brokers, Employee Benefits, Term Life Insurance, Small Business, Life Insurance, Healthcare, Long Term Care Insurance, Estate Planning, Critical Illness, Retirement, Whole Life, Universal Life, IRAs, 401k, Financial Planning, Strategic Financial..., Insurance Brokerage, Financial Advisory, Mutual Funds, Underwriting
Education
Brown University
Bachelor's Degree, Political Science and French
CLTC Certification
Long-term Care Certification
Roy Glasser Roy Glasser's USI Insurance Experience 1999 - March 2006
Job Process Checker at PricewaterhouseCoopers
Industry Insurance
Experience
PricewaterhouseCoopers September 2015 - Present
Randstad USA December 2014 - Present
MDW Insurance Group December 2012 - October 2014
M&L Insurance Agency, Inc. April 2006 - December 2012
USI Insurance 1999 - March 2006
Skills
Casualty, Insurance, Employee Benefits, Liability, Professional Liability, CFOs, CPA, Financial Analysis, Financial Reporting, Managerial Finance, Financial Risk, Budgets, Strategic Financial..., Life Insurance, Legal Liability, Risk Management, Umbrella Insurance, Executive Management, Health Insurance, Brokers, Claim, Workers Compensation, Casualty Insurance, Finance, Account Management, Property & Casualty..., D&O
Education
State University of New York at Stony Brook 1969 — 1973
Bachelor of Arts (B.A.), Economics
Wellington C Mepham High School 1965 — 1969
PS 221
PricewaterhouseCoopers September 2015 - Present
Randstad USA December 2014 - Present
MDW Insurance Group December 2012 - October 2014
M&L Insurance Agency, Inc. April 2006 - December 2012
USI Insurance 1999 - March 2006
Skills
Casualty, Insurance, Employee Benefits, Liability, Professional Liability, CFOs, CPA, Financial Analysis, Financial Reporting, Managerial Finance, Financial Risk, Budgets, Strategic Financial..., Life Insurance, Legal Liability, Risk Management, Umbrella Insurance, Executive Management, Health Insurance, Brokers, Claim, Workers Compensation, Casualty Insurance, Finance, Account Management, Property & Casualty..., D&O
Education
State University of New York at Stony Brook 1969 — 1973
Bachelor of Arts (B.A.), Economics
Wellington C Mepham High School 1965 — 1969
PS 221
Brandon Cozzi Brandon Cozzi's USI Insurance Experience June 2005 - Present
Job Benefits Consultant at USI
Industry Insurance
Experience
USI Insurance June 2005 - Present
Skills
Healthcare, Benefits Administration, Strategic Planning, Employee Benefits, Management, Insurance, Health Savings Accounts, Integrated Marketing, Human Resources, Disability Insurance, Sales, Customer Service, Health Care Reform, Talent Management, Employee Relations, Coaching, Property & Casualty..., Underwriting, Risk Management, Leadership
Education
Miami University 2002 — 2006
Bachelor of Science (BS)
USI Insurance June 2005 - Present
Skills
Healthcare, Benefits Administration, Strategic Planning, Employee Benefits, Management, Insurance, Health Savings Accounts, Integrated Marketing, Human Resources, Disability Insurance, Sales, Customer Service, Health Care Reform, Talent Management, Employee Relations, Coaching, Property & Casualty..., Underwriting, Risk Management, Leadership
Education
Miami University 2002 — 2006
Bachelor of Science (BS)
TJ Richter, ARM TJ Richter, ARM's USI Insurance Experience September 2005 - January 2010
Job at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance January 2010 - Present
USI Insurance September 2005 - January 2010
Liberty Mutual Insurance 1993 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Casualty, Liability, Workers Compensation, Risk Management, General Insurance, Commercial Lines, Management, Casualty Insurance
Education
University of Puget Sound 1989 — 1993
BA, English/Classics
Insurance Institute of America 2006 — 2007
Associate in Risk Management
Beaverton HS
Chubb Insurance January 2010 - Present
USI Insurance September 2005 - January 2010
Liberty Mutual Insurance 1993 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Casualty, Liability, Workers Compensation, Risk Management, General Insurance, Commercial Lines, Management, Casualty Insurance
Education
University of Puget Sound 1989 — 1993
BA, English/Classics
Insurance Institute of America 2006 — 2007
Associate in Risk Management
Beaverton HS
Bob Teal Bob Teal's USI Insurance Experience November 2005 - Present
Job Account Manager at USI Insurance
Industry Insurance
Experience
USI Insurance November 2005 - Present
Chris Hauser Insurance March 2003 - November 2005
O'Leary-Kientz August 1999 - March 2003
Education
University of Cincinnati 1995 — 1997
USI Insurance November 2005 - Present
Chris Hauser Insurance March 2003 - November 2005
O'Leary-Kientz August 1999 - March 2003
Education
University of Cincinnati 1995 — 1997
Tim Hecker CLU ChFC Tim Hecker CLU ChFC's USI Insurance Experience November 1985 - Present
Job Benefits and Wealth Management Consultant at USI Midwest
Industry Insurance
Experience
USI Insurance November 1985 - Present
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Leadership, Business Planning, Sales, Customer Service, Strategic Planning, Long-term Care, Long Term Care Insurance, Group Insurance, Underwriting, Wealth
Education
Miami University 1975 — 1979
BS, Marketing
Life Success Seminars
The American College
CLU - Chartered Life Underwriter ChFC - Chartered Financial Consultant
USI Insurance November 1985 - Present
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Insurance, Leadership, Business Planning, Sales, Customer Service, Strategic Planning, Long-term Care, Long Term Care Insurance, Group Insurance, Underwriting, Wealth
Education
Miami University 1975 — 1979
BS, Marketing
Life Success Seminars
The American College
CLU - Chartered Life Underwriter ChFC - Chartered Financial Consultant
Eric Hedger Eric Hedger's USI Insurance Experience February 2008 - February 2011
Job Casualty Claims Specialist at Safeco Insurance
Industry Insurance
Experience
Safeco Insurance November 2011 - Present
Stautberg Benefit Advisors, LLC June 2011 - August 2011
USI Insurance February 2008 - February 2011
State Farm Insurance February 2006 - February 2008
U. S. Navy June 1990 - June 1996
Education
University of Phoenix 2005 — 2006
Bachelor, Business Management
Safeco Insurance November 2011 - Present
Stautberg Benefit Advisors, LLC June 2011 - August 2011
USI Insurance February 2008 - February 2011
State Farm Insurance February 2006 - February 2008
U. S. Navy June 1990 - June 1996
Education
University of Phoenix 2005 — 2006
Bachelor, Business Management
Colin Cassady Colin Cassady's USI Insurance Experience August 2011 - Present
Job Employee Benefits Practice Leader
Industry Insurance
Experience
USI Insurance Services March 2013 - Present
USI Insurance August 2011 - Present
USI Insurance Services October 2007 - Present
USI Midwest October 2007 - December 2008
United Healthcare 2004 - 2007
Skills
Employee Benefits, Insurance, Business Planning, Underwriting, Due Diligence, Auditing, Health Insurance, Strategic Planning, Managed Care, Account Management, Disability Insurance, Risk Management, Leadership, Healthcare, Health Savings Accounts
Education
Xavier University - Williams College of Business 2008 — 2011
MBA, Finance
Brown University 1999 — 2003
BS, Business Economics
USI Insurance Services March 2013 - Present
USI Insurance August 2011 - Present
USI Insurance Services October 2007 - Present
USI Midwest October 2007 - December 2008
United Healthcare 2004 - 2007
Skills
Employee Benefits, Insurance, Business Planning, Underwriting, Due Diligence, Auditing, Health Insurance, Strategic Planning, Managed Care, Account Management, Disability Insurance, Risk Management, Leadership, Healthcare, Health Savings Accounts
Education
Xavier University - Williams College of Business 2008 — 2011
MBA, Finance
Brown University 1999 — 2003
BS, Business Economics
Brian Hennekes Brian Hennekes's USI Insurance Experience January 2008 - February 2009
Job National Chain Account Manager New Belgium Brewing
Industry Marketing and Advertising
Experience
New Belgium Brewing March 2014 - Present
PepsiCo August 2012 - February 2014
PepsiCo May 2011 - August 2012
Adidas Group January 2010 - July 2010
USI Insurance January 2008 - February 2009
Interior Supply Inc. June 2007 - January 2008
Skills
Customer Insight, Market Research, Cross-functional Team..., Leadership, Project Management, Analytical Skills, Quantitative Analytics, Sales, Marketing Strategy, Marketing, Marketing Research, Competitive Analysis, Account Management, Forecasting, Retail, Brand Management, Strategy, Management, Program Management, Product Management, Product Development
Education
Xavier University - School of Business Administration 2009 — 2010
MBA, General Business
Ohio University 2003 — 2007
Bachelors, Marketing
New Belgium Brewing March 2014 - Present
PepsiCo August 2012 - February 2014
PepsiCo May 2011 - August 2012
Adidas Group January 2010 - July 2010
USI Insurance January 2008 - February 2009
Interior Supply Inc. June 2007 - January 2008
Skills
Customer Insight, Market Research, Cross-functional Team..., Leadership, Project Management, Analytical Skills, Quantitative Analytics, Sales, Marketing Strategy, Marketing, Marketing Research, Competitive Analysis, Account Management, Forecasting, Retail, Brand Management, Strategy, Management, Program Management, Product Management, Product Development
Education
Xavier University - School of Business Administration 2009 — 2010
MBA, General Business
Ohio University 2003 — 2007
Bachelors, Marketing
Leah Boggs Leah Boggs's USI Insurance Experience 2012 - Present
Job Population Health Management at USI Insurance
Industry Health, Wellness and Fitness
Experience
USI Insurance 2012 - Present
TriHealth January 2011 - Present
USI Insurance Midwest January 2011 - January 2011
Acordia of Louisville May 1993 - April 1996
Skills
Employee Benefits, Strategic Planning
Education
Bellarmine University 1984 — 1988
BA, Business Admn./Economics
USI Insurance 2012 - Present
TriHealth January 2011 - Present
USI Insurance Midwest January 2011 - January 2011
Acordia of Louisville May 1993 - April 1996
Skills
Employee Benefits, Strategic Planning
Education
Bellarmine University 1984 — 1988
BA, Business Admn./Economics
Cary Hager's USI Insurance Experience August 2008 - March 2010
Job Huntington Insurance, Assistant Vice President
Industry Insurance
Experience
Huntington Insurance, Inc June 2010 - Present
USI Insurance August 2008 - March 2010
Insurance Office of Central Ohio May 1996 - August 2008
Neace Lukins May 1993 - May 1996
Marsh January 1989 - May 1993
Skills
Risk Management, Wealth Management, CPCU, Insurance, Property & Casualty..., Sales, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Workers Compensation, Commercial Insurance, Small Business, New Business Development, Customer Service, Team Building, Professional Liability, Sales Management, Term Life Insurance, Customer Retention, Financial Risk, Umbrella Insurance, Mutual Funds, CRM, Relationship Management, Brokers, Fixed Annuities, Casualty, General Insurance, Liability, Casualty Insurance
Education
Ohio University 1979 — 1983
Business Administration, Business
Charterd Property Casualty Underwriters 1988 — 1992
CPCU, Insurance Designation
Huntington Insurance, Inc June 2010 - Present
USI Insurance August 2008 - March 2010
Insurance Office of Central Ohio May 1996 - August 2008
Neace Lukins May 1993 - May 1996
Marsh January 1989 - May 1993
Skills
Risk Management, Wealth Management, CPCU, Insurance, Property & Casualty..., Sales, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Workers Compensation, Commercial Insurance, Small Business, New Business Development, Customer Service, Team Building, Professional Liability, Sales Management, Term Life Insurance, Customer Retention, Financial Risk, Umbrella Insurance, Mutual Funds, CRM, Relationship Management, Brokers, Fixed Annuities, Casualty, General Insurance, Liability, Casualty Insurance
Education
Ohio University 1979 — 1983
Business Administration, Business
Charterd Property Casualty Underwriters 1988 — 1992
CPCU, Insurance Designation
Monique Irish Monique Irish's USI Insurance Experience June 2014 - Present
Job Telecomm Coordinator, USI Insurance Services
Industry Information Technology and Services
Experience
USI Insurance June 2014 - Present
GE International June 2013 - May 2014
Liat Airlines April 2009 - April 2010
Skills
Financial Analysis, Financial Management, Analytical Skills, Financial Reporting, Financial Modeling, Project Management, Business Analysis, Accounts Payable, Payroll, Accounting, Analysis, Finance, Microsoft Excel, Microsoft Office, Access, Customer Service, Project Planning, Budgets, Management
Education
Capella University 2010 — 2014
Master of Science, Project Management
American InterContinental University 2008 — 2010
Master of Business Administration, Accounting and Finance
Peirce College 1999 — 2001
Bachelor of Science (B.S.), Business Administration
USI Insurance June 2014 - Present
GE International June 2013 - May 2014
Liat Airlines April 2009 - April 2010
Skills
Financial Analysis, Financial Management, Analytical Skills, Financial Reporting, Financial Modeling, Project Management, Business Analysis, Accounts Payable, Payroll, Accounting, Analysis, Finance, Microsoft Excel, Microsoft Office, Access, Customer Service, Project Planning, Budgets, Management
Education
Capella University 2010 — 2014
Master of Science, Project Management
American InterContinental University 2008 — 2010
Master of Business Administration, Accounting and Finance
Peirce College 1999 — 2001
Bachelor of Science (B.S.), Business Administration
Jane (Fifield) Hambleton Jane (Fifield) Hambleton's USI Insurance Experience May 2014 - May 2015
Job Insurance Account Representative
Industry Insurance
Experience
USI Insurance May 2014 - May 2015
Wells Fargo Insurance Services October 1992 - May 2014
Skills
Property & Casualty..., Umbrella Insurance, Casualty, Commercial Insurance, Insurance, Professional Liability, Liability, Legal Liability, Disability Insurance, Life Insurance, Health Insurance, General Insurance, Commercial Lines, Underwriting, Casualty Insurance
Education
Stevens Henager College 1991 — 1992
Legal Administrative Assistant/Secretary
Box Elder High School 1972 — 1976
USI Insurance May 2014 - May 2015
Wells Fargo Insurance Services October 1992 - May 2014
Skills
Property & Casualty..., Umbrella Insurance, Casualty, Commercial Insurance, Insurance, Professional Liability, Liability, Legal Liability, Disability Insurance, Life Insurance, Health Insurance, General Insurance, Commercial Lines, Underwriting, Casualty Insurance
Education
Stevens Henager College 1991 — 1992
Legal Administrative Assistant/Secretary
Box Elder High School 1972 — 1976
Kris Cleere Kris Cleere's USI Insurance Experience October 1995 - February 2000
Job HR Consultant / Sales & Commissions Specialist at ReadyLIFT Suspension, Inc.
Industry Accounting
Experience
ReadyLIFT Suspension, Inc. August 2013 - Present
Beacon Bookkeeping Solutions August 2009 - Present
Pau Hana Surf Supply LLC January 2012 - October 2013
Air Balance Guys, Inc. April 2012 - August 2013
Opes Financial Partners June 2012 - December 2012
Virtual Partners Group, Inc. April 2011 - May 2012
Minotti Los Angeles 2009 - 2010
Haley Miranda Group February 2000 - August 2009
USI Insurance October 1995 - February 2000
Skills
QuickBooks Pro Advisor, QuickBooks Pro Desktop,..., QuickBooks Enterprise..., Start-ups, Accounting, Finance, Bookkeeping, Business, Professional Services, Financial Services, Accounting System, Cash Flow, Small Business, Managerial Finance, Cash Management, QuickBooks, Android, Corporate Finance, Training, Analysis, Accounts Receivable, Access, Sales, Customer Service, Management, Strategic Planning, Human Resources, Financial Analysis, Marketing, Leadership, Budgets, Consulting, Team Building, Payroll, Financial Reporting
Education
Capella University 2006 — 2011
BA, Business, Accounting/Finance
Eagle Rock Jr., Sr. High School
High School Diploma, Foreign Languages and Literatures, General
ReadyLIFT Suspension, Inc. August 2013 - Present
Beacon Bookkeeping Solutions August 2009 - Present
Pau Hana Surf Supply LLC January 2012 - October 2013
Air Balance Guys, Inc. April 2012 - August 2013
Opes Financial Partners June 2012 - December 2012
Virtual Partners Group, Inc. April 2011 - May 2012
Minotti Los Angeles 2009 - 2010
Haley Miranda Group February 2000 - August 2009
USI Insurance October 1995 - February 2000
Skills
QuickBooks Pro Advisor, QuickBooks Pro Desktop,..., QuickBooks Enterprise..., Start-ups, Accounting, Finance, Bookkeeping, Business, Professional Services, Financial Services, Accounting System, Cash Flow, Small Business, Managerial Finance, Cash Management, QuickBooks, Android, Corporate Finance, Training, Analysis, Accounts Receivable, Access, Sales, Customer Service, Management, Strategic Planning, Human Resources, Financial Analysis, Marketing, Leadership, Budgets, Consulting, Team Building, Payroll, Financial Reporting
Education
Capella University 2006 — 2011
BA, Business, Accounting/Finance
Eagle Rock Jr., Sr. High School
High School Diploma, Foreign Languages and Literatures, General
Stephen Rishwain Stephen Rishwain's USI Insurance Experience July 2009 - August 2009
Job Manager, Renewals East at Barracuda (NYSE: CUDA)
Industry Computer & Network Security
Experience
Barracuda (NYSE: CUDA) June 2015 - Present
Barracuda (NYSE: CUDA) March 2014 - May 2015
Barracuda Networks March 2013 - March 2014
Barracuda Networks August 2012 - February 2013
Barracuda Networks March 2012 - August 2012
Barracuda Networks January 2012 - March 2012
USI Insurance July 2009 - August 2009
Skills
Cold Calling, Salesforce.com, Sales, Solution Selling, Business Development, Strategic Partnerships, Product Marketing, SaaS, Channel Partners, Management, Training, Sales Process, Account Management
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
Barracuda (NYSE: CUDA) June 2015 - Present
Barracuda (NYSE: CUDA) March 2014 - May 2015
Barracuda Networks March 2013 - March 2014
Barracuda Networks August 2012 - February 2013
Barracuda Networks March 2012 - August 2012
Barracuda Networks January 2012 - March 2012
USI Insurance July 2009 - August 2009
Skills
Cold Calling, Salesforce.com, Sales, Solution Selling, Business Development, Strategic Partnerships, Product Marketing, SaaS, Channel Partners, Management, Training, Sales Process, Account Management
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, Economics
MATTHEW CARLSON MATTHEW CARLSON's USI Insurance Experience January 2004 - July 2005
Job Vice President at Risk Strategies Company
Industry Insurance
Experience
Risk Strategies Company August 2009 - Present
Mobile Cuisine Magazine November 2010 - September 2013
CateringTruckInsurance.com June 2010 - September 2013
Beecher Carlson July 2005 - July 2009
USI Insurance January 2004 - July 2005
Dodge, Warren & Peters Ins. Srvcs. February 2002 - January 2004
Insurance Skills Center August 1996 - January 2002
Arthur J. Gallagher & Co. May 2000 - August 2000
Skills
Real Estate, Manufacturing, Business Services, Construction, Financial Services, Venture Capital, Team Building, Start-ups, Marketing, Leadership, Management, Customer Service, Insurance, Strategy, Sales, Business Strategy, Portfolio Management, Business Planning, Budgets, Brokers, Small Business, Property & Casualty..., Workers Compensation, Commercial Insurance, Professional Liability, Liability, Analysis, Program Management, Legal Liability, Mergers & Acquisitions, Risk Management, Underwriting, New Business Development, Executive Management, Business Development, Employee Benefits, Negotiation, Employment Practices...
Education
California State University-Northridge 1998 — 2001
Business Administration, Business Management
Moorpark College 1996 — 1998
Calabasas High School 1992 — 1995
Certified Risk Manager (CRM) Designation
Certified Insurance Counselor (CIC) Designation
Risk Strategies Company August 2009 - Present
Mobile Cuisine Magazine November 2010 - September 2013
CateringTruckInsurance.com June 2010 - September 2013
Beecher Carlson July 2005 - July 2009
USI Insurance January 2004 - July 2005
Dodge, Warren & Peters Ins. Srvcs. February 2002 - January 2004
Insurance Skills Center August 1996 - January 2002
Arthur J. Gallagher & Co. May 2000 - August 2000
Skills
Real Estate, Manufacturing, Business Services, Construction, Financial Services, Venture Capital, Team Building, Start-ups, Marketing, Leadership, Management, Customer Service, Insurance, Strategy, Sales, Business Strategy, Portfolio Management, Business Planning, Budgets, Brokers, Small Business, Property & Casualty..., Workers Compensation, Commercial Insurance, Professional Liability, Liability, Analysis, Program Management, Legal Liability, Mergers & Acquisitions, Risk Management, Underwriting, New Business Development, Executive Management, Business Development, Employee Benefits, Negotiation, Employment Practices...
Education
California State University-Northridge 1998 — 2001
Business Administration, Business Management
Moorpark College 1996 — 1998
Calabasas High School 1992 — 1995
Certified Risk Manager (CRM) Designation
Certified Insurance Counselor (CIC) Designation
Charlie Hiltunen Charlie Hiltunen's USI Insurance Experience 2004 - 2006
Job VP Internal Controls Manager
Industry Banking
Experience
Florida Community Bank 2012 - Present
Financial Management & Compliance Group 2000 - 2012
PricewaterhouseCoopers June 2010 - January 2011
USAA 2011 - 2011
Source Interlink May 2008 - May 2009
Bank of Florida 2006 - 2008
David Landau & Associates, LLC 2004 - 2006
USI Insurance 2004 - 2006
Resources Global Professionals 2003 - 2005
Sony Pictures Entertainment April 1998 - January 2000
Skills
SOX, Compliance, Risk, Internal Audit, Enterprise Risk..., Accounting, Internal Controls, Auditing, Audit, Financial Analysis, GAAP, Banking, Risk Management, Financial Reporting, Management Consulting, Process Improvement, Mergers, Due Diligence, Strategic Planning, Business Process..., Budgeting, Process Engineering, Insurance, Business Analysis, Governance, Vendor Management, IT Audit, Risk Assessment, ERP, Change Management, Customer Relations, Analysis, Forecasting, Accounts Payable, Team Building, Policy, Acquisition Integration, Financial Modeling, Excel, Corporate Governance, Sarbanes-Oxley Act, Finance, Financial Risk, Management, Business Process, Account Reconciliation, Financial Audits, Customer Service, SEC filings, Executive Management
Education
Columbia University in the City of New York 1983 — 1988
BA, Economics, PreMed
Florida Community Bank 2012 - Present
Financial Management & Compliance Group 2000 - 2012
PricewaterhouseCoopers June 2010 - January 2011
USAA 2011 - 2011
Source Interlink May 2008 - May 2009
Bank of Florida 2006 - 2008
David Landau & Associates, LLC 2004 - 2006
USI Insurance 2004 - 2006
Resources Global Professionals 2003 - 2005
Sony Pictures Entertainment April 1998 - January 2000
Skills
SOX, Compliance, Risk, Internal Audit, Enterprise Risk..., Accounting, Internal Controls, Auditing, Audit, Financial Analysis, GAAP, Banking, Risk Management, Financial Reporting, Management Consulting, Process Improvement, Mergers, Due Diligence, Strategic Planning, Business Process..., Budgeting, Process Engineering, Insurance, Business Analysis, Governance, Vendor Management, IT Audit, Risk Assessment, ERP, Change Management, Customer Relations, Analysis, Forecasting, Accounts Payable, Team Building, Policy, Acquisition Integration, Financial Modeling, Excel, Corporate Governance, Sarbanes-Oxley Act, Finance, Financial Risk, Management, Business Process, Account Reconciliation, Financial Audits, Customer Service, SEC filings, Executive Management
Education
Columbia University in the City of New York 1983 — 1988
BA, Economics, PreMed
Bart Porter's USI Insurance Experience 1999 - Present
Job Licensed Property & Casualty Consultant, Licensed Property & Casualty Agent at Bart D. Porter
Industry Insurance
Experience
USI Insurance 1999 - Present
Bart D. Porter PSC August 1988 - Present
Bart D. Porter August 1988 - Present
Skills
Workers Compensation, Property & Casualty..., Insurance, Commercial Insurance, Liability, Risk Management, Casualty, New Business Development, Account Management, Brokers, Casualty Insurance, Claim, Commercial Lines, Customer Service, General Insurance, Legal Liability, Professional Liability, Sales, Strategic Planning, Team Building, Umbrella Insurance, Underwriting
Education
Northern Kentucky University 1981 — 1986
BA, Public Speaking, Business & Marketing
International Risk Management Institute,Inc.
Construction Risk and Insurance Specialist (CRIS), Construction Insurance
USI Insurance 1999 - Present
Bart D. Porter PSC August 1988 - Present
Bart D. Porter August 1988 - Present
Skills
Workers Compensation, Property & Casualty..., Insurance, Commercial Insurance, Liability, Risk Management, Casualty, New Business Development, Account Management, Brokers, Casualty Insurance, Claim, Commercial Lines, Customer Service, General Insurance, Legal Liability, Professional Liability, Sales, Strategic Planning, Team Building, Umbrella Insurance, Underwriting
Education
Northern Kentucky University 1981 — 1986
BA, Public Speaking, Business & Marketing
International Risk Management Institute,Inc.
Construction Risk and Insurance Specialist (CRIS), Construction Insurance
Greg Cryan's USI Insurance Experience 1998 - 2004
Job Regional President CBIZ Insurance Services, Inc.
Industry Insurance
Experience
CBIZ Insurance Services January 2012 - Present
Meridian Insurance Group January 2004 - January 2011
USI Insurance 1998 - 2004
Skills
Property & Casualty..., Insurance, Professional Liability, Workers Compensation, Health Insurance, 401k, Brokers
Education
Floridia Association Of Independent Agent Education Program 1987 — 1998
Workers Compensation - Property - Casualty - Management Liability - Life - Employee Benefits
Florida Atlantic University 1983 — 1984
Marketing
Florida State University - College of Business 1981 — 1983
Marketing
CBIZ Insurance Services January 2012 - Present
Meridian Insurance Group January 2004 - January 2011
USI Insurance 1998 - 2004
Skills
Property & Casualty..., Insurance, Professional Liability, Workers Compensation, Health Insurance, 401k, Brokers
Education
Floridia Association Of Independent Agent Education Program 1987 — 1998
Workers Compensation - Property - Casualty - Management Liability - Life - Employee Benefits
Florida Atlantic University 1983 — 1984
Marketing
Florida State University - College of Business 1981 — 1983
Marketing
Kim Maly's USI Insurance Experience January 2005 - September 2011
Job Former Benefits Analyst
Industry Insurance
Experience
USI Insurance January 2005 - September 2011
Vitronic Promotional Group September 2002 - December 2004
Skills
Employee Benefits, Group Benefits, Wellness Programs, Dental, Benefits, Employee Wellness, Benefits Administration
Education
University of Cincinnati College of Business 1999 — 2004
BBA, Marketing
USI Insurance January 2005 - September 2011
Vitronic Promotional Group September 2002 - December 2004
Skills
Employee Benefits, Group Benefits, Wellness Programs, Dental, Benefits, Employee Wellness, Benefits Administration
Education
University of Cincinnati College of Business 1999 — 2004
BBA, Marketing
Terry Manikas's USI Insurance Experience March 2009 - January 2013
Job Commercial Insurance Professional
Industry Insurance
Experience
USI Insurance March 2009 - January 2013
Liberty Mutual Insurance July 2001 - March 2009
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance
Education
University of Delaware 1993 — 1998
Bachelors
East Carolina University
USI Insurance March 2009 - January 2013
Liberty Mutual Insurance July 2001 - March 2009
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance
Education
University of Delaware 1993 — 1998
Bachelors
East Carolina University
Frank Waters's USI Insurance Experience 2000 - Present
Job Marketing & Business Development at USI Insurance Services
Industry Insurance
Experience
USI Insurance 2000 - Present
Skills
Professional Liability, Insurance, Property & Casualty..., Liability, Brokers, D&O, Casualty, Healthcare, Commercial Insurance, Risk Management, Underwriting, Commercial Lines, Legal Liability, Reinsurance
Education
Millikin University 1987 — 1991
USI Insurance 2000 - Present
Skills
Professional Liability, Insurance, Property & Casualty..., Liability, Brokers, D&O, Casualty, Healthcare, Commercial Insurance, Risk Management, Underwriting, Commercial Lines, Legal Liability, Reinsurance
Education
Millikin University 1987 — 1991
Julie Barnett's USI Insurance Experience September 2012 - Present
Job Account Executive at USI Insurance
Industry Insurance
Experience
USI Insurance September 2012 - Present
TD Insurance August 2002 - September 2012
Brown & Brown 2001 - 2002
Skills
COBRA, HIPAA, Health Care Reform, Medicare, Managed Care, Employee Relations, Marketing Strategy, Employee Benefits, Health Care Compliance, Self-funded, Life Insurance, Self-Funding, Retiree Benefits, Account Management, Strategic Planning, Mentoring, Healthcare Compliance
Education
Boston University
Master of Arts (M.A.)
Smith College
Bachelor of Arts (B.A.)
USI Insurance September 2012 - Present
TD Insurance August 2002 - September 2012
Brown & Brown 2001 - 2002
Skills
COBRA, HIPAA, Health Care Reform, Medicare, Managed Care, Employee Relations, Marketing Strategy, Employee Benefits, Health Care Compliance, Self-funded, Life Insurance, Self-Funding, Retiree Benefits, Account Management, Strategic Planning, Mentoring, Healthcare Compliance
Education
Boston University
Master of Arts (M.A.)
Smith College
Bachelor of Arts (B.A.)
Heidi Forte's USI Insurance Experience March 1998 - March 2011
Job Commercial Lines Marketing Dept Troy, Pires & Allen Insurance
Industry Insurance
Experience
Troy, Pires & Allen Insurance April 2012 - Present
USI Insurance March 1998 - March 2011
Shove Insurance, Inc. October 1986 - March 1998
Education
University of Maine 1977 — 1981
BA, Sociology
Troy, Pires & Allen Insurance April 2012 - Present
USI Insurance March 1998 - March 2011
Shove Insurance, Inc. October 1986 - March 1998
Education
University of Maine 1977 — 1981
BA, Sociology
Bob Teal's USI Insurance Experience November 2005 - Present
Job Personal Lines Account Representative at USI Insurance
Industry Insurance
Experience
USI Insurance November 2005 - Present
Skills
Property, Commercial Insurance, Umbrella Insurance, Account Management, Customer Service, Sales, Microsoft Office, General Insurance, Employee Benefits, Insurance, Marketing, Professional Liability, Property & Casualty..., Casualty, Commercial Lines, Casualty Insurance
Education
University of Cincinnati 1996 — 1998
USI Insurance November 2005 - Present
Skills
Property, Commercial Insurance, Umbrella Insurance, Account Management, Customer Service, Sales, Microsoft Office, General Insurance, Employee Benefits, Insurance, Marketing, Professional Liability, Property & Casualty..., Casualty, Commercial Lines, Casualty Insurance
Education
University of Cincinnati 1996 — 1998
julia kohnke's USI Insurance Experience February 1997 - October 2004
Job Account Executive Blue Cross Blue Shield of IL
Industry Insurance
Experience
Insurance October 2004 - Present
USI Insurance February 1997 - October 2004
Skills
Insurance, Customer Service, Account Management, Employee Benefits, Management, Employee Relations, Budgets, Team Building, Strategic Planning, Sales, Coaching, Healthcare, Negotiation
Education
Northern Illinois University 1989 — 1991
BA, English
Northern Illinois University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Insurance October 2004 - Present
USI Insurance February 1997 - October 2004
Skills
Insurance, Customer Service, Account Management, Employee Benefits, Management, Employee Relations, Budgets, Team Building, Strategic Planning, Sales, Coaching, Healthcare, Negotiation
Education
Northern Illinois University 1989 — 1991
BA, English
Northern Illinois University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Ashley Motta's USI Insurance Experience
Job Account Manager at USI Insurance
Industry Insurance
Experience
USI Insurance
Skills
Property & Casualty..., Commercial Insurance, Commercial Lines
Education
University of Rhode Island
Bachelor of Business Administration (BBA)
USI Insurance
Skills
Property & Casualty..., Commercial Insurance, Commercial Lines
Education
University of Rhode Island
Bachelor of Business Administration (BBA)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY