USI Insurance Services
Industry: Company
DescriptionHeadquarters: Briarcliff Manor, New York, United States Founded: 1994 Subsidiaries: Emerson, Reid & Company, Inc., People also search for: Onex Corporation, Goldman Sachs Capital Partners, 21st Century Life and Health Company, Inc.
USI Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at USI Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
USI Insurance Services Salaries. You can even request information on how much does USI Insurance Services pay if you want to. Learn about salaries, pros and cons of working for USI Insurance Services directly from the past employees.
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1,372 USI Insurance Services employees in database. Find out everything there's to know about USI Insurance Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
USI Insurance Services Employees
Employee
Years
Job
Industry
Jennifer (Johnson) Petterson Jennifer (Johnson) Petterson's USI Insurance Services Experience May 2014 - Present
Job Vice President, Senior Sales Executive at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 2002 - May 2014
Advantage Benefits September 1997 - October 2002
Priority Health September 1986 - August 1997
Skills
Disability Insurance, Health Insurance, Benefits Administration, Health Savings Accounts, Employee Benefits, Management, Health Care Reform, Insurance, Life Insurance, Employee Wellness, Benchmarking, COBRA, Strategic Planning, Underwriting, Managed Care, Leadership
Education
Central Michigan University 1980 — 1985
Bachelors, Communications
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 2002 - May 2014
Advantage Benefits September 1997 - October 2002
Priority Health September 1986 - August 1997
Skills
Disability Insurance, Health Insurance, Benefits Administration, Health Savings Accounts, Employee Benefits, Management, Health Care Reform, Insurance, Life Insurance, Employee Wellness, Benchmarking, COBRA, Strategic Planning, Underwriting, Managed Care, Leadership
Education
Central Michigan University 1980 — 1985
Bachelors, Communications
Mehran Goorabian Mehran Goorabian's USI Insurance Services Experience June 2014 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2014 - Present
Lockton Companies July 2013 - February 2014
Lockton Companies June 2012 - July 2013
Unique Restoration October 2011 - June 2012
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Casualty, Marketing, Sales, Commercial Lines, Liability, Customer Service, Professional Liability, Strategic Planning, Legal Liability, Employment Practices..., Casualty Insurance, Health Insurance, Management, Insurance, Underwriting
Education
California State University-Northridge 2009 — 2011
Bachelor of Science (BS), Marketing
Pasadena City College 2008 — 2009
Associate of Arts (AA)
Burbank High School 2003 — 2007
USI Insurance Services June 2014 - Present
Lockton Companies July 2013 - February 2014
Lockton Companies June 2012 - July 2013
Unique Restoration October 2011 - June 2012
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Casualty, Marketing, Sales, Commercial Lines, Liability, Customer Service, Professional Liability, Strategic Planning, Legal Liability, Employment Practices..., Casualty Insurance, Health Insurance, Management, Insurance, Underwriting
Education
California State University-Northridge 2009 — 2011
Bachelor of Science (BS), Marketing
Pasadena City College 2008 — 2009
Associate of Arts (AA)
Burbank High School 2003 — 2007
Michael Rindenau Michael Rindenau's USI Insurance Services Experience March 2004 - March 2006
Job Senior Vice President at Insurance Office of America
Industry Insurance
Experience
Insurance Office of America June 2014 - Present
Kore Insurance Holdings LLC June 2013 - May 2014
Schweickert & Company June 2012 - May 2013
AmWINS Group March 2006 - December 2011
USI Insurance Services March 2004 - March 2006
Kornreich-NIA November 1996 - March 2004
Frank Crystal & Company August 1993 - November 1996
B.R.I. Coverage Corporation March 1985 - August 1993
Kornreich-NIA June 1980 - February 1985
Skills
Casualty, Marketing, Underwriting, Insurance, Professional Liability, Property & Casualty..., Legal Liability
Education
Brooklyn College 1974 — 1978
B.S.
Insurance Office of America June 2014 - Present
Kore Insurance Holdings LLC June 2013 - May 2014
Schweickert & Company June 2012 - May 2013
AmWINS Group March 2006 - December 2011
USI Insurance Services March 2004 - March 2006
Kornreich-NIA November 1996 - March 2004
Frank Crystal & Company August 1993 - November 1996
B.R.I. Coverage Corporation March 1985 - August 1993
Kornreich-NIA June 1980 - February 1985
Skills
Casualty, Marketing, Underwriting, Insurance, Professional Liability, Property & Casualty..., Legal Liability
Education
Brooklyn College 1974 — 1978
B.S.
Brian Bascom Brian Bascom's USI Insurance Services Experience June 2011 - August 2011
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
USI Insurance Services June 2011 - August 2011
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Indian Hill High School
Morgan Stanley Wealth Management June 2012 - Present
USI Insurance Services June 2011 - August 2011
Education
Centre College 2008 — 2012
Bachelor of Science (B.S.), Financial Economics
Indian Hill High School
Sean Doyle Sean Doyle's USI Insurance Services Experience July 2014 - Present
Job Vice President, Commercial Lines
Industry Insurance
Experience
USI Insurance Services July 2014 - Present
United Insurance January 2012 - July 2014
Allstate Financial April 2011 - January 2012
Savage Services April 2010 - April 2011
Skills
Customer Service, Marketing, Microsoft Office, Insurance, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Commercial Lines, Property & Casualty..., Commercial Insurance, Sales, Umbrella Insurance, New Business Development, Strategic Planning, Team Building, Legal Liability, Social Networking, Sales Management, Professional Liability, Account Management, Outlook
Education
Colorado State University-Pueblo 2005 — 2009
Bachelors of Science, Business Marketing
Leavitt Area High School 2001 — 2005
High School
USI Insurance Services July 2014 - Present
United Insurance January 2012 - July 2014
Allstate Financial April 2011 - January 2012
Savage Services April 2010 - April 2011
Skills
Customer Service, Marketing, Microsoft Office, Insurance, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Commercial Lines, Property & Casualty..., Commercial Insurance, Sales, Umbrella Insurance, New Business Development, Strategic Planning, Team Building, Legal Liability, Social Networking, Sales Management, Professional Liability, Account Management, Outlook
Education
Colorado State University-Pueblo 2005 — 2009
Bachelors of Science, Business Marketing
Leavitt Area High School 2001 — 2005
High School
Janet Hough's USI Insurance Services Experience January 1998 - July 2000
Job Insurance Professional
Industry Insurance
Experience
P&C Insurance February 1998 - Present
Crump January 2007 - January 2010
Gallagher-Tarantino Insurance Services, Inc September 2004 - December 2006
Lawson Hawkes Insurance Brokerage June 2002 - September 2004
HRH January 2000 - June 2002
USI Insurance Services January 1998 - July 2000
Skills
Customer Service, Microsoft Office, Excel, Insurance, Lotus Notes, Underwriting, Management, Microsoft Excel, Sales, Training, Human Resources, Liability, Marketing, Commercial Insurance, Property & Casualty..., General Insurance, Team Building, Small Business, Leadership, Public Speaking
Education
City College of San Francisco 1972 — 1974
San Francisco City College 1972 — 1973
City College of San Francisco 1971 — 1973
Business
P&C Insurance February 1998 - Present
Crump January 2007 - January 2010
Gallagher-Tarantino Insurance Services, Inc September 2004 - December 2006
Lawson Hawkes Insurance Brokerage June 2002 - September 2004
HRH January 2000 - June 2002
USI Insurance Services January 1998 - July 2000
Skills
Customer Service, Microsoft Office, Excel, Insurance, Lotus Notes, Underwriting, Management, Microsoft Excel, Sales, Training, Human Resources, Liability, Marketing, Commercial Insurance, Property & Casualty..., General Insurance, Team Building, Small Business, Leadership, Public Speaking
Education
City College of San Francisco 1972 — 1974
San Francisco City College 1972 — 1973
City College of San Francisco 1971 — 1973
Business
Julie Matos Julie Matos's USI Insurance Services Experience January 2001 - January 2006
Job Graduate Teaching Associate at California State University, Los Angeles
Industry Public Relations and Communications
Experience
California State University, Los Angeles August 2014 - Present
Willow Spa June 2007 - Present
California State University, Dominguez Hills June 2014 - July 2014
Inner Genius Prep October 2013 - April 2014
Arc September 2012 - January 2013
USI Insurance Services January 2001 - January 2006
Skills
Editing, PowerPoint, Research, Teaching, Public Speaking, Marketing, Customer Service, Microsoft Word, Microsoft Office, Outlook, Windows, Voice Over, Voice Acting, Radio Broadcasting, SPSS, Social Media, Public Relations, Social Media Marketing, Event Management, Event Planning, Social Networking
Education
California State University-Los Angeles 2014 — 2016
Master's Degree, Communication, General
California State University-Los Angeles 2012 — 2014
Bachelor of Arts (B.A.), Communication, General, 4.0
Santa Monica College 2007 — 2012
Associate's degree, Communication and Media Studies, 3.95
California State University, Los Angeles August 2014 - Present
Willow Spa June 2007 - Present
California State University, Dominguez Hills June 2014 - July 2014
Inner Genius Prep October 2013 - April 2014
Arc September 2012 - January 2013
USI Insurance Services January 2001 - January 2006
Skills
Editing, PowerPoint, Research, Teaching, Public Speaking, Marketing, Customer Service, Microsoft Word, Microsoft Office, Outlook, Windows, Voice Over, Voice Acting, Radio Broadcasting, SPSS, Social Media, Public Relations, Social Media Marketing, Event Management, Event Planning, Social Networking
Education
California State University-Los Angeles 2014 — 2016
Master's Degree, Communication, General
California State University-Los Angeles 2012 — 2014
Bachelor of Arts (B.A.), Communication, General, 4.0
Santa Monica College 2007 — 2012
Associate's degree, Communication and Media Studies, 3.95
Mallory Stone's USI Insurance Services Experience June 2015 - Present
Job Mailroom Administrator at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
The Bon Bonerie November 2013 - June 2015
Cumin, LLC. November 2012 - March 2014
Cincinnati Zoo & Botanical Garden April 2012 - November 2012
The Maryland Zoo in Baltimore July 2006 - April 2012
Teavolve Cafe November 2009 - May 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Public Speaking, Research, Inventory Management
Education
Cincinnati State Technical and Community College 2015 — 2015
Substance Abuse Counseling, Substance Abuse/Addiction Counseling
Santa Fe Community College 2004 — 2006
AS Zoo Technology, Zoo Technology
Simon Kenton High School 2000 — 2004
General Diploma
USI Insurance Services June 2015 - Present
The Bon Bonerie November 2013 - June 2015
Cumin, LLC. November 2012 - March 2014
Cincinnati Zoo & Botanical Garden April 2012 - November 2012
The Maryland Zoo in Baltimore July 2006 - April 2012
Teavolve Cafe November 2009 - May 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Public Speaking, Research, Inventory Management
Education
Cincinnati State Technical and Community College 2015 — 2015
Substance Abuse Counseling, Substance Abuse/Addiction Counseling
Santa Fe Community College 2004 — 2006
AS Zoo Technology, Zoo Technology
Simon Kenton High School 2000 — 2004
General Diploma
Jennifer Sherwin Jennifer Sherwin's USI Insurance Services Experience January 2011 - Present
Job
Industry Marketing and Advertising
Experience
USI Insurance Services January 2011 - Present
Little Shack of Sugar February 2010 - Present
USI Insurance Services December 2013 - November 2014
KnowTia Corporation November 2007 - December 2009
Intuit July 2005 - November 2007
BankCard USA February 2004 - June 2005
Telesis Community Credit Union June 2000 - December 2003
Skills
Customer Research, Email Marketing, Lead Generation, E-commerce, Online Advertising, Marketing Communications, Product Marketing, Marketing, Product Management, Social Media, Cross-functional Team..., Strategic Planning, Marketing Strategy, Social Media Marketing, Direct Marketing, Vendor Management, Sales Management, Proposal Writing, CRM, Business Development, Competitive Analysis, Management, Sales, Sales Operations
Education
California State University-Northridge
Bachelor of Arts, English Literature
Le Cordon Bleu College of Culinary Arts-Pasadena 2008 — 2009
Diploma in Patisserie and Baking, Patisserie and Baking
USI Insurance Services January 2011 - Present
Little Shack of Sugar February 2010 - Present
USI Insurance Services December 2013 - November 2014
KnowTia Corporation November 2007 - December 2009
Intuit July 2005 - November 2007
BankCard USA February 2004 - June 2005
Telesis Community Credit Union June 2000 - December 2003
Skills
Customer Research, Email Marketing, Lead Generation, E-commerce, Online Advertising, Marketing Communications, Product Marketing, Marketing, Product Management, Social Media, Cross-functional Team..., Strategic Planning, Marketing Strategy, Social Media Marketing, Direct Marketing, Vendor Management, Sales Management, Proposal Writing, CRM, Business Development, Competitive Analysis, Management, Sales, Sales Operations
Education
California State University-Northridge
Bachelor of Arts, English Literature
Le Cordon Bleu College of Culinary Arts-Pasadena 2008 — 2009
Diploma in Patisserie and Baking, Patisserie and Baking
Brian Berryman Brian Berryman's USI Insurance Services Experience June 2014 - Present
Job Employee Benefits Consultant at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services June 2014 - Present
Waste Connections, Inc. June 2012 - May 2014
Principal Financial Group July 2009 - January 2011
Coventry Health Care 2008 - 2009
Skills
Sales, Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management, Term Life Insurance, Brokers, Customer Service, Leadership, Health Savings Accounts
Education
University of Tennessee at Martin 2002 — 2005
Bachelor's degree, health and human performance
Colby Community College 2000 — 2002
Associate's degree, General Studies
USI Insurance Services June 2014 - Present
Waste Connections, Inc. June 2012 - May 2014
Principal Financial Group July 2009 - January 2011
Coventry Health Care 2008 - 2009
Skills
Sales, Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Account Management, Term Life Insurance, Brokers, Customer Service, Leadership, Health Savings Accounts
Education
University of Tennessee at Martin 2002 — 2005
Bachelor's degree, health and human performance
Colby Community College 2000 — 2002
Associate's degree, General Studies
Olya Yepremian Olya Yepremian's USI Insurance Services Experience February 2007 - July 2007
Job Senior Account Executive at Momentous Insurance Brokerage, Inc.
Industry Insurance
Experience
Momentous Insurance Brokerage, Inc. April 2011 - Present
Arthur J. Gallagher & Co. July 2007 - March 2011
USI Insurance Services February 2007 - July 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Liability, Workers Compensation, Commercial Lines, Brokers, Insurance Brokerage, Life Insurance, Disability Insurance, D&O, Reinsurance, Health Insurance, Casualty, Professional Liability, Long-term Care, Risk Management, Claim, Employment Practices..., Excess, Inland Marine, Account Management, Financial Risk, Term Life Insurance, Legal Liability, Umbrella Insurance, Claims Management, General Insurance, Employee Benefits
Education
California State University-Northridge 2002 — 2007
Bachelor's Degree, Financial Services
burbank high school
Momentous Insurance Brokerage, Inc. April 2011 - Present
Arthur J. Gallagher & Co. July 2007 - March 2011
USI Insurance Services February 2007 - July 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Liability, Workers Compensation, Commercial Lines, Brokers, Insurance Brokerage, Life Insurance, Disability Insurance, D&O, Reinsurance, Health Insurance, Casualty, Professional Liability, Long-term Care, Risk Management, Claim, Employment Practices..., Excess, Inland Marine, Account Management, Financial Risk, Term Life Insurance, Legal Liability, Umbrella Insurance, Claims Management, General Insurance, Employee Benefits
Education
California State University-Northridge 2002 — 2007
Bachelor's Degree, Financial Services
burbank high school
Barbara Kaczmarczyk, PMP Barbara Kaczmarczyk, PMP's USI Insurance Services Experience March 2015 - September 2015
Job Director, Quality Assurance at Ralph Lauren
Industry Information Technology and Services
Experience
Ralph Lauren September 2015 - Present
USI Insurance Services March 2015 - September 2015
Time Inc. May 2000 - March 2015
KPMG May 1989 - May 2000
Skills
Content Management, Publishing, Software Quality..., Digital Media, Agile Project Management, Online Publishing, Content Strategy, Agile Methodologies, Test Management, Mobile Applications, Web Project Management, E-commerce, User Acceptance Testing, Print, CMS, Digital Strategy, Software Project..., New Media, Test Planning, Test Cases, Manual Testing, Regression Testing, Test Automation, System Testing, Digital Magazines, Mobile Technology, Web Applications, Web Content Management, User Experience, Financial Analysis, Commercial Real Estate..., Real Estate Investment..., Mortgage Underwriting, Underwriting, Web Content, Project Management, Business Systems..., SDLC, XML, Quality Assurance
Education
Hunter College 1995 — 2000
Master of Arts (M.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Hunter College
Bachelor of Arts (B.A.), English Language and Literature, General
Ralph Lauren September 2015 - Present
USI Insurance Services March 2015 - September 2015
Time Inc. May 2000 - March 2015
KPMG May 1989 - May 2000
Skills
Content Management, Publishing, Software Quality..., Digital Media, Agile Project Management, Online Publishing, Content Strategy, Agile Methodologies, Test Management, Mobile Applications, Web Project Management, E-commerce, User Acceptance Testing, Print, CMS, Digital Strategy, Software Project..., New Media, Test Planning, Test Cases, Manual Testing, Regression Testing, Test Automation, System Testing, Digital Magazines, Mobile Technology, Web Applications, Web Content Management, User Experience, Financial Analysis, Commercial Real Estate..., Real Estate Investment..., Mortgage Underwriting, Underwriting, Web Content, Project Management, Business Systems..., SDLC, XML, Quality Assurance
Education
Hunter College 1995 — 2000
Master of Arts (M.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Hunter College
Bachelor of Arts (B.A.), English Language and Literature, General
Wendy McDaniel-Delgado Wendy McDaniel-Delgado's USI Insurance Services Experience January 1998 - June 2009
Job Senior Account Manager at Poms & Associates
Industry Insurance
Experience
Poms & Associates February 2012 - Present
Risk Strategies Company June 2009 - October 2012
USI Insurance Services January 1998 - June 2009
Skills
Property & Casualty..., Brokers, Commercial Insurance, Health Insurance, Underwriting, Workers Compensation, General Insurance, Disability Insurance, Casualty, Professional Liability, Employee Benefits, Legal Liability, Account Management, Liability
Education
California State University-Northridge 1985 — 1988
Business Administration and Management, General
Poms & Associates February 2012 - Present
Risk Strategies Company June 2009 - October 2012
USI Insurance Services January 1998 - June 2009
Skills
Property & Casualty..., Brokers, Commercial Insurance, Health Insurance, Underwriting, Workers Compensation, General Insurance, Disability Insurance, Casualty, Professional Liability, Employee Benefits, Legal Liability, Account Management, Liability
Education
California State University-Northridge 1985 — 1988
Business Administration and Management, General
Monica Powell, CIC's USI Insurance Services Experience March 1995 - July 2013
Job Account Manager at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services July 2013 - Present
USI Insurance Services March 1995 - July 2013
Skills
Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Underwriting, Brokers, Account Management, Employee Benefits, Professional Liability, Disability Insurance, Workers Compensation, Casualty, Casualty Insurance, Umbrella Insurance, Legal Liability, Health Savings Accounts
Education
California State Polytechnic University-Pomona 1981 — 1983
Business/Corporate Communications
Alliant Insurance Services July 2013 - Present
USI Insurance Services March 1995 - July 2013
Skills
Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Underwriting, Brokers, Account Management, Employee Benefits, Professional Liability, Disability Insurance, Workers Compensation, Casualty, Casualty Insurance, Umbrella Insurance, Legal Liability, Health Savings Accounts
Education
California State Polytechnic University-Pomona 1981 — 1983
Business/Corporate Communications
Sean Reardon Sean Reardon's USI Insurance Services Experience August 2013 - Present
Job Vice President Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2013 - Present
CNA Insurance March 2011 - July 2013
Chubb Insurance February 2009 - March 2011
Skills
Property & Casualty..., Risk Management, Casualty, Commercial Insurance, Underwriting, General Insurance, Liability, Workers Compensation, Professional Liability, Insurance, Brokers, Employment Practices..., Reinsurance, Umbrella Insurance, Claim, Casualty Insurance
Education
California State University-Northridge
Bachelor of Applied Science (BASc), Business Administration and Management, General
USI Insurance Services August 2013 - Present
CNA Insurance March 2011 - July 2013
Chubb Insurance February 2009 - March 2011
Skills
Property & Casualty..., Risk Management, Casualty, Commercial Insurance, Underwriting, General Insurance, Liability, Workers Compensation, Professional Liability, Insurance, Brokers, Employment Practices..., Reinsurance, Umbrella Insurance, Claim, Casualty Insurance
Education
California State University-Northridge
Bachelor of Applied Science (BASc), Business Administration and Management, General
Jessica Milne Jessica Milne's USI Insurance Services Experience February 2011 - July 2011
Job Information Security Engineer at Warner Bros.
Industry Computer Software
Experience
Warner Bros. Entertainment Group of Companies August 2015 - Present
Coalfire Systems, Inc. February 2014 - February 2015
JPL (NASA's Jet Propulsion Laboratory) September 2013 - January 2014
RTT January 2012 - October 2012
USI Insurance Services February 2011 - July 2011
Sempra Energy July 2010 - December 2010
Skills
C++, Java, Network Security, Linux, Microsoft SQL Server, SharePoint, Databases, SQL, Software Development, Programming, Visual Basic, Data Analysis, PCI DSS, Assembly Language, Computer Architecture, Ubuntu, Debian, Software Engineering, Security, Computer Science, Shell Scripting, Unix, Computer Security, Cloud Computing, php, bash scripting, PHP
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor's of Science, Computer Science, 3.4 GPA
Los Angeles Valley College 2008 — 2012
Undergraduate Courses, Computer Science, 3.8 GPA
North Hollywood High School 2004 — 2008
Warner Bros. Entertainment Group of Companies August 2015 - Present
Coalfire Systems, Inc. February 2014 - February 2015
JPL (NASA's Jet Propulsion Laboratory) September 2013 - January 2014
RTT January 2012 - October 2012
USI Insurance Services February 2011 - July 2011
Sempra Energy July 2010 - December 2010
Skills
C++, Java, Network Security, Linux, Microsoft SQL Server, SharePoint, Databases, SQL, Software Development, Programming, Visual Basic, Data Analysis, PCI DSS, Assembly Language, Computer Architecture, Ubuntu, Debian, Software Engineering, Security, Computer Science, Shell Scripting, Unix, Computer Security, Cloud Computing, php, bash scripting, PHP
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor's of Science, Computer Science, 3.4 GPA
Los Angeles Valley College 2008 — 2012
Undergraduate Courses, Computer Science, 3.8 GPA
North Hollywood High School 2004 — 2008
Ted Pizzo Ted Pizzo's USI Insurance Services Experience June 1999 - December 2000
Job Managing Executive, SVP Employee Benefits, Risk Management, Insurance Consulting & Brokerage Services
Industry Insurance
Experience
Lockton Companies April 2007 - Present
Marsh February 2001 - November 2005
USI Insurance Services June 1999 - December 2000
Oxford Health Plans April 1997 - January 1999
Aetna April 1987 - April 1997
Skills
Employee Benefits, Property & Casualty..., Healthcare, Business Development, Team Leadership, Insurance, Brokers, Underwriting, Workers Compensation, Health Insurance, Reinsurance, Casualty, Commercial Insurance, Risk Management, Legal Liability, Claim, Claims Management, Liability, General Insurance, Disability Insurance, Professional Liability, Benefits Administration, Life Insurance, Leadership, Captives, Health Savings Accounts, D&O, Financial Risk, Commercial Lines, Umbrella Insurance, Employment Practices..., 401k, Term Life Insurance, Retirement Planning, Health Care Reform, Long-term Care, Retirement, Financial Services, COBRA, Insurance Brokerage, ERISA
Education
Central Connecticut State University
Bachelor of Science, Business Management
Lockton Companies April 2007 - Present
Marsh February 2001 - November 2005
USI Insurance Services June 1999 - December 2000
Oxford Health Plans April 1997 - January 1999
Aetna April 1987 - April 1997
Skills
Employee Benefits, Property & Casualty..., Healthcare, Business Development, Team Leadership, Insurance, Brokers, Underwriting, Workers Compensation, Health Insurance, Reinsurance, Casualty, Commercial Insurance, Risk Management, Legal Liability, Claim, Claims Management, Liability, General Insurance, Disability Insurance, Professional Liability, Benefits Administration, Life Insurance, Leadership, Captives, Health Savings Accounts, D&O, Financial Risk, Commercial Lines, Umbrella Insurance, Employment Practices..., 401k, Term Life Insurance, Retirement Planning, Health Care Reform, Long-term Care, Retirement, Financial Services, COBRA, Insurance Brokerage, ERISA
Education
Central Connecticut State University
Bachelor of Science, Business Management
Kevin Ruhlman Kevin Ruhlman's USI Insurance Services Experience January 2014 - Present
Job Employee Healthcare Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2014 - Present
Quintessential Advisors, Ltd. May 2011 - December 2013
Landscaping & Lawn Care January 2008 - December 2013
Dayton Development Coalition July 2012 - December 2012
Quintessential Advisors, Ltd. January 2011 - May 2011
Cedarville University January 2010 - May 2011
Emerald Green Lawn Professionals May 2010 - August 2010
Impaks August 2009 - December 2009
Green Gardens Landscaping 2008 - 2008
Shorecrest High School May 2006 - December 2006
Skills
Employee Benefits, Benefits Design, Benefits Negotiation, Health Insurance, Landscaping, New Business Development, Term Life Insurance, Corporate Benefits, Direct Sales, Consultative Selling, Microsoft Excel
Education
Sandler Sales Institute 2011 — 2012
Certificate of Sales, Sales Training
Hondros College 2011 — 2011
Insurance License, Health & Life Insurance
Cedarville University 2007 — 2011
Bachelors of Arts, Finance
Shorecrest Highschool 2004 — 2007
USI Insurance Services January 2014 - Present
Quintessential Advisors, Ltd. May 2011 - December 2013
Landscaping & Lawn Care January 2008 - December 2013
Dayton Development Coalition July 2012 - December 2012
Quintessential Advisors, Ltd. January 2011 - May 2011
Cedarville University January 2010 - May 2011
Emerald Green Lawn Professionals May 2010 - August 2010
Impaks August 2009 - December 2009
Green Gardens Landscaping 2008 - 2008
Shorecrest High School May 2006 - December 2006
Skills
Employee Benefits, Benefits Design, Benefits Negotiation, Health Insurance, Landscaping, New Business Development, Term Life Insurance, Corporate Benefits, Direct Sales, Consultative Selling, Microsoft Excel
Education
Sandler Sales Institute 2011 — 2012
Certificate of Sales, Sales Training
Hondros College 2011 — 2011
Insurance License, Health & Life Insurance
Cedarville University 2007 — 2011
Bachelors of Arts, Finance
Shorecrest Highschool 2004 — 2007
Amy Bush Amy Bush's USI Insurance Services Experience September 2011 - May 2012
Job Director at Jacasseur
Industry Marketing and Advertising
Experience
AgroTech Research April 2015 - Present
Barrios Farms April 2015 - Present
California State University, Sacramento January 2015 - Present
Jacasseur January 2013 - Present
Pino & Associates Law Firm January 2015 - April 2015
Philadelphia Insurance Companies September 2013 - April 2014
La Belle Femme Consignment June 2012 - March 2014
Poppy Lark August 2009 - December 2013
USI Insurance Services September 2011 - May 2012
Nageley, Meredith & Miller, Inc. August 2010 - February 2011
Skills
Time Management, Editing, Event Planning, Advertising, Social Networking, Social Media, Graphic Design, Photography, Social Media Marketing, Photoshop, Business Writing, Strategic Consulting, Tutoring, English Literature, Public Speaking, Typing, Creative Writing, Speech Writing, PowerPoint, Painting, Analysis, Phone Banking, Microsoft Office, Microsoft Word, Piano, Teaching, Team Leadership, Customer Service, Outlook, Leadership, Press Releases, Teamwork, Data Entry, Nonprofits, Microsoft Excel, Marketing Strategy, Management, Higher Education, Research, Retail, Blogging, Books, Email Marketing, Piano Performance, Excel, Project Management, Global Sourcing, Business Analysis, Marketing Management, Brand Implementation
Education
California State University-Sacramento 2010 — 2014
Bachelor of Arts (B.A.), English
St. Francis
AgroTech Research April 2015 - Present
Barrios Farms April 2015 - Present
California State University, Sacramento January 2015 - Present
Jacasseur January 2013 - Present
Pino & Associates Law Firm January 2015 - April 2015
Philadelphia Insurance Companies September 2013 - April 2014
La Belle Femme Consignment June 2012 - March 2014
Poppy Lark August 2009 - December 2013
USI Insurance Services September 2011 - May 2012
Nageley, Meredith & Miller, Inc. August 2010 - February 2011
Skills
Time Management, Editing, Event Planning, Advertising, Social Networking, Social Media, Graphic Design, Photography, Social Media Marketing, Photoshop, Business Writing, Strategic Consulting, Tutoring, English Literature, Public Speaking, Typing, Creative Writing, Speech Writing, PowerPoint, Painting, Analysis, Phone Banking, Microsoft Office, Microsoft Word, Piano, Teaching, Team Leadership, Customer Service, Outlook, Leadership, Press Releases, Teamwork, Data Entry, Nonprofits, Microsoft Excel, Marketing Strategy, Management, Higher Education, Research, Retail, Blogging, Books, Email Marketing, Piano Performance, Excel, Project Management, Global Sourcing, Business Analysis, Marketing Management, Brand Implementation
Education
California State University-Sacramento 2010 — 2014
Bachelor of Arts (B.A.), English
St. Francis
Josinica Gonzales Josinica Gonzales's USI Insurance Services Experience September 2001 - July 2004
Job CPCU, Area Assistant Vice President at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. July 2004 - Present
USI Insurance Services September 2001 - July 2004
Skills
Strategic Planning, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Sales Management, Employment Practices..., Professional Liability, Brokers, Liability, Legal Liability, Insurance, D&O, Underwriting, Casualty, Workers Compensation
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Sociology
Arthur J. Gallagher & Co. July 2004 - Present
USI Insurance Services September 2001 - July 2004
Skills
Strategic Planning, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Sales Management, Employment Practices..., Professional Liability, Brokers, Liability, Legal Liability, Insurance, D&O, Underwriting, Casualty, Workers Compensation
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Sociology
Josephine Mannone Josephine Mannone's USI Insurance Services Experience June 1995 - June 2006
Job Accounting Manager at Adobe Creek Wine & Storage
Industry Wine and Spirits
Experience
Adobe Creek Wine & Storage May 2013 - Present
Adobe Creek Wine & Storage June 2012 - August 2015
Opperman & Son June 2006 - March 2012
USI Insurance Services June 1995 - June 2006
Azteq/Avatar/Renaissance 1990 - 1996
Azteq/Avatar/Renaissance 1990 - 1996
Skills
Financial Reporting, Accounting, Forecasting, Internal Controls, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Accounts Payable, Financial Analysis, Account Reconciliation, Accounts Receivable, Financial Accounting, Auditing, Budgets, Cost Accounting, GAAP
Education
City College of San Francisco 1986 — 1991
Associate's degree, Accounting
Adobe Creek Wine & Storage May 2013 - Present
Adobe Creek Wine & Storage June 2012 - August 2015
Opperman & Son June 2006 - March 2012
USI Insurance Services June 1995 - June 2006
Azteq/Avatar/Renaissance 1990 - 1996
Azteq/Avatar/Renaissance 1990 - 1996
Skills
Financial Reporting, Accounting, Forecasting, Internal Controls, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Accounts Payable, Financial Analysis, Account Reconciliation, Accounts Receivable, Financial Accounting, Auditing, Budgets, Cost Accounting, GAAP
Education
City College of San Francisco 1986 — 1991
Associate's degree, Accounting
Matthew Huttlin Matthew Huttlin's USI Insurance Services Experience June 2014 - Present
Job Benefit Practice Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2014 - Present
USI Insurance Services LLC April 2014 - June 2014
ECBM June 2012 - March 2014
Willis January 1999 - May 2012
Sedgwick Consulting Group January 1990 - January 2000
Skills
Plan Design, Benefits, Insurance, Underwriting, Defined Benefit, COBRA, Cafeteria Plans, Brokers, Benefits Administration, Cost Containment, Health Savings Accounts, Health Insurance, Wellness Programs, Employee Benefits, Claim, Business Planning, Workers Compensation, Liability, Life Insurance, Disability Insurance, Cost Accounting, Professional Liability, Employee Wellness, Customer Retention, Human Resources, Reinsurance, Health Care Reform, Employment Practices..., Group Insurance, Term Life Insurance, Accident
Education
Temple University - Fox School of Business and Management
Masters of Business Administration, Human Resources
Drexel University
Bachelor of Science, Accounting
Bucks County Community College
Associates Degree, Business Administration
USI Insurance Services June 2014 - Present
USI Insurance Services LLC April 2014 - June 2014
ECBM June 2012 - March 2014
Willis January 1999 - May 2012
Sedgwick Consulting Group January 1990 - January 2000
Skills
Plan Design, Benefits, Insurance, Underwriting, Defined Benefit, COBRA, Cafeteria Plans, Brokers, Benefits Administration, Cost Containment, Health Savings Accounts, Health Insurance, Wellness Programs, Employee Benefits, Claim, Business Planning, Workers Compensation, Liability, Life Insurance, Disability Insurance, Cost Accounting, Professional Liability, Employee Wellness, Customer Retention, Human Resources, Reinsurance, Health Care Reform, Employment Practices..., Group Insurance, Term Life Insurance, Accident
Education
Temple University - Fox School of Business and Management
Masters of Business Administration, Human Resources
Drexel University
Bachelor of Science, Accounting
Bucks County Community College
Associates Degree, Business Administration
Ray Coshow Ray Coshow's USI Insurance Services Experience July 1997 - March 2005
Job Landscaper at Dirty Hoe Landscaping
Industry Design
Experience
Dirty Hoe Landscaping April 2007 - Present
USI Insurance Services July 1997 - March 2005
Law Offices of Nancy Hudgins July 1988 - September 1996
Skills
Garden Design, Portrait Painting, Drawing, Tree Planting, Water Features, Landscape Design, Hardscape, Landscaping, Landscape Maintenance, Garden, Sketching, Woodworking, Planting Plans, Parks, Interior Design, Trees, Residential Homes, Plant Identification, Landscape Architecture, Lawn Care, Irrigation, Turf, Gardening, Organic Gardening, Site Planning, Retaining Walls, Walls, Horticulture, Carpentry, Positive Can-do Attitude, Masonry, Site Plans, Conflict Resolution, Ponds, Pergolas, Dreamweaver, Public Speaking, Customer Service
Education
City College of San Francisco 2005 — 2007
Certificate, Landscape Design
San Francisco State University 1976 — 1981
Bachelor of Arts (BA), Drama/Music Theatre
Dirty Hoe Landscaping April 2007 - Present
USI Insurance Services July 1997 - March 2005
Law Offices of Nancy Hudgins July 1988 - September 1996
Skills
Garden Design, Portrait Painting, Drawing, Tree Planting, Water Features, Landscape Design, Hardscape, Landscaping, Landscape Maintenance, Garden, Sketching, Woodworking, Planting Plans, Parks, Interior Design, Trees, Residential Homes, Plant Identification, Landscape Architecture, Lawn Care, Irrigation, Turf, Gardening, Organic Gardening, Site Planning, Retaining Walls, Walls, Horticulture, Carpentry, Positive Can-do Attitude, Masonry, Site Plans, Conflict Resolution, Ponds, Pergolas, Dreamweaver, Public Speaking, Customer Service
Education
City College of San Francisco 2005 — 2007
Certificate, Landscape Design
San Francisco State University 1976 — 1981
Bachelor of Arts (BA), Drama/Music Theatre
Dustin Vance's USI Insurance Services Experience June 2015 - Present
Job Vice President, Employee Benefits at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
Alliant Insurance Services May 2014 - May 2015
ADP July 2012 - April 2014
ADP July 2010 - June 2012
ADP July 2007 - June 2010
ADP October 2005 - June 2007
Enterprise Holdings December 2004 - October 2005
Enterprise Rent-A-Car May 2004 - November 2004
Skills
Sales, Enterprise Software, Sales Management, Sales Process, Salesforce.com, Solution Selling, Manage Client..., CRM, Employee Benefits, Cold Calling, Management, Benefits Administration, Group Benefit Plans, Training, Business Process..., Compensation & Benefits, Healthcare Information..., Integration Strategies, Affordable Care Act, Sales&Marketing, Consulting, HR Strategy, Human Resources, Voluntary Employee..., B2B, Benefits Design, Healthcare Management, Account Management, Sales Presentations, Coaching, Relationship Developer, Strategic Prospecting, Relationship Management, Channel Developer, Managing Associates, Forecasting, Direct Sales, Cloud Consulting, Cloud Applications, ACA
Education
California State University-Fullerton 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
California State University, Bakersfield 2000 — 2002
Business Aministration, Marketing
USI Insurance Services June 2015 - Present
Alliant Insurance Services May 2014 - May 2015
ADP July 2012 - April 2014
ADP July 2010 - June 2012
ADP July 2007 - June 2010
ADP October 2005 - June 2007
Enterprise Holdings December 2004 - October 2005
Enterprise Rent-A-Car May 2004 - November 2004
Skills
Sales, Enterprise Software, Sales Management, Sales Process, Salesforce.com, Solution Selling, Manage Client..., CRM, Employee Benefits, Cold Calling, Management, Benefits Administration, Group Benefit Plans, Training, Business Process..., Compensation & Benefits, Healthcare Information..., Integration Strategies, Affordable Care Act, Sales&Marketing, Consulting, HR Strategy, Human Resources, Voluntary Employee..., B2B, Benefits Design, Healthcare Management, Account Management, Sales Presentations, Coaching, Relationship Developer, Strategic Prospecting, Relationship Management, Channel Developer, Managing Associates, Forecasting, Direct Sales, Cloud Consulting, Cloud Applications, ACA
Education
California State University-Fullerton 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
California State University, Bakersfield 2000 — 2002
Business Aministration, Marketing
SUSAN D BURNS SUSAN D BURNS's USI Insurance Services Experience 1995 - Present
Job VIP ACCOUNT MANAGER at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services 1995 - Present
The Slocum agency 1993 - 1995
The Principal Group 1980 - 1984
Hartford Insurance 1970 - 1980
Education
College of DuPage
USI Insurance Services 1995 - Present
The Slocum agency 1993 - 1995
The Principal Group 1980 - 1984
Hartford Insurance 1970 - 1980
Education
College of DuPage
Cindy Discepoli Cindy Discepoli's USI Insurance Services Experience December 2013 - Present
Job Sales and Marketing Coordinator
Industry Insurance
Experience
USI Insurance Services December 2013 - Present
MCcc Sportswear Inc. September 2007 - December 2013
Piazza Discepoli Wine Merchants 1998 - 2007
Discepoli Sales 1994 - 1998
Van Leunens 1989 - 1994
Skills
Account Management, Customer Service, Sales, Sales Management, Sportswear, Retail, Merchandising, Direct Sales, New Business Development, Marketing, Sales Operations, B2B, Marketing Strategy, Cold Calling, Key Account Management, Sales Process, Salesforce.com, Advertising, Selling, Social Media Marketing, Negotiation, Marketing Communications, Online Advertising
Education
Cincinnati State Technical and Community College 1981 — 1983
Associate's degree, Marketing
USI Insurance Services December 2013 - Present
MCcc Sportswear Inc. September 2007 - December 2013
Piazza Discepoli Wine Merchants 1998 - 2007
Discepoli Sales 1994 - 1998
Van Leunens 1989 - 1994
Skills
Account Management, Customer Service, Sales, Sales Management, Sportswear, Retail, Merchandising, Direct Sales, New Business Development, Marketing, Sales Operations, B2B, Marketing Strategy, Cold Calling, Key Account Management, Sales Process, Salesforce.com, Advertising, Selling, Social Media Marketing, Negotiation, Marketing Communications, Online Advertising
Education
Cincinnati State Technical and Community College 1981 — 1983
Associate's degree, Marketing
Diane Sommer Diane Sommer's USI Insurance Services Experience May 1989 - November 2009
Job Engagement Manager at Applied Systems
Industry Insurance
Experience
Applied Systems November 2009 - Present
USI Insurance Services May 1989 - November 2009
Skills
Insurance, Consulting, Business Process..., Project Management, Risk Management, Operations Management, Property & Casualty..., Underwriting, Strategic Planning, General Insurance, Workers Compensation, Account Management, Health Insurance, Business Development, Commercial Insurance, Strategy, Business Analysis, Process Improvement, Training, Client Service Oriented
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1980 — 1985
Bachelors, Business - Marketing Management
Applied Systems November 2009 - Present
USI Insurance Services May 1989 - November 2009
Skills
Insurance, Consulting, Business Process..., Project Management, Risk Management, Operations Management, Property & Casualty..., Underwriting, Strategic Planning, General Insurance, Workers Compensation, Account Management, Health Insurance, Business Development, Commercial Insurance, Strategy, Business Analysis, Process Improvement, Training, Client Service Oriented
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1980 — 1985
Bachelors, Business - Marketing Management
Amy Schiller Moritz CIC's USI Insurance Services Experience July 2010 - May 2011
Job Marketing Manager at Brown & Brown of Garden City, Inc.
Industry Insurance
Experience
Brown & Brown May 2011 - Present
USI Insurance Services July 2010 - May 2011
Brown & Brown March 2002 - July 2010
Aon May 1998 - February 2002
Marriott Hotels June 1997 - May 1998
Skills
Brokers, Casualty, Commercial Lines, Commercial Insurance, General Insurance, Insurance, Leadership, Legal Liability, Liability, Marketing, Professional Liability, Property, Risk Management, Underwriting, Strategic Planning, Workers Compensation
Education
Cornell University 1994 — 1998
BS, Hotel Administration
Brown & Brown May 2011 - Present
USI Insurance Services July 2010 - May 2011
Brown & Brown March 2002 - July 2010
Aon May 1998 - February 2002
Marriott Hotels June 1997 - May 1998
Skills
Brokers, Casualty, Commercial Lines, Commercial Insurance, General Insurance, Insurance, Leadership, Legal Liability, Liability, Marketing, Professional Liability, Property, Risk Management, Underwriting, Strategic Planning, Workers Compensation
Education
Cornell University 1994 — 1998
BS, Hotel Administration
Colby Butler Colby Butler's USI Insurance Services Experience 2009 - June 2010
Job Business Development Manager at NTP Software
Industry Computer Software
Experience
NTP Software January 2015 - Present
Bryant University January 2012 - Present
HubCast January 2014 - November 2014
Willis June 2010 - August 2013
USI Insurance Services 2009 - June 2010
The Bostonian Group June 2007 - February 2009
Music Waves November 1998 - August 2008
Skills
Professional Services, Music Industry, Mechanics, Public Speaking, Motivational Speaking, Interview Preparation, Interviewing Skills, Non-profit Volunteer, Business Networking
Education
Bryant University 2005 — 2009
Communications, General Business Adminstration & Sociology
Westboro High School
Music, Sports & Academics
NTP Software January 2015 - Present
Bryant University January 2012 - Present
HubCast January 2014 - November 2014
Willis June 2010 - August 2013
USI Insurance Services 2009 - June 2010
The Bostonian Group June 2007 - February 2009
Music Waves November 1998 - August 2008
Skills
Professional Services, Music Industry, Mechanics, Public Speaking, Motivational Speaking, Interview Preparation, Interviewing Skills, Non-profit Volunteer, Business Networking
Education
Bryant University 2005 — 2009
Communications, General Business Adminstration & Sociology
Westboro High School
Music, Sports & Academics
Eric Kerensky Eric Kerensky's USI Insurance Services Experience July 2013 - Present
Job Vice President, Commercial Lines at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2013 - Present
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Lines, Manufacturing, Underwriting, Commercial Insurance, Health Insurance, Brokers, Succession Planning, Professional Liability, Employee Benefits, Casualty, Disability Insurance, Workers Compensation, Liability, General Insurance, Legal Liability, Life Insurance, Account Management
Education
California State University-Northridge 1989 — 1992
Bachelor of Applied Science (BASc), Business/Marketing
USI Insurance Services July 2013 - Present
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Lines, Manufacturing, Underwriting, Commercial Insurance, Health Insurance, Brokers, Succession Planning, Professional Liability, Employee Benefits, Casualty, Disability Insurance, Workers Compensation, Liability, General Insurance, Legal Liability, Life Insurance, Account Management
Education
California State University-Northridge 1989 — 1992
Bachelor of Applied Science (BASc), Business/Marketing
Janelle Jordan Abel, HCMBA Janelle Jordan Abel, HCMBA's USI Insurance Services Experience March 2003 - April 2010
Job Healthcare Consulting , Business Strategy, Process Improvement, Marketing, Product Development
Industry Hospital & Health Care
Experience
Independent Consultant January 2012 - Present
Medical Society of Virgnia Insurance Agency June 2010 - January 2012
USI Insurance Services March 2003 - April 2010
Skills
New Business Development, Strategic Planning, Marketing Strategy, Marketing, Risk Management, Commercial Insurance, Healthcare, Analysis, Business Development, Insurance, Leadership
Education
The George Washington University 2012 — 2014
Master of Business Administration, Healthcare, (HCMBA), Healthcare Business Administration, Management and Operations
College of Charleston 1996 — 2000
BA, Communications
Independent Consultant January 2012 - Present
Medical Society of Virgnia Insurance Agency June 2010 - January 2012
USI Insurance Services March 2003 - April 2010
Skills
New Business Development, Strategic Planning, Marketing Strategy, Marketing, Risk Management, Commercial Insurance, Healthcare, Analysis, Business Development, Insurance, Leadership
Education
The George Washington University 2012 — 2014
Master of Business Administration, Healthcare, (HCMBA), Healthcare Business Administration, Management and Operations
College of Charleston 1996 — 2000
BA, Communications
Kate Powers, CWPM Kate Powers, CWPM's USI Insurance Services Experience April 2012 - June 2013
Job Engagement Manager at Preventure, Inc.
Industry Health, Wellness and Fitness
Experience
Preventure, Inc. June 2013 - Present
Independent Contractor September 2008 - Present
USI Insurance Services April 2012 - June 2013
Coleman Realtors 2010 - 2011
Aqua Bar & Grill 2005 - 2008
Skills
Health Insurance, Healthcare, Wellness, Insurance, Account Management, Employee Benefits, Customer Service
Education
Cortiva Institute-Boston 2008 — 2009
Associates, Massage Therapy/Therapeutic Massage
Massachusetts College of Art 2004 — 2008
Bachelor of Fine Arts (BFA), Ceramic Arts
Wheeler School 2000 — 2004
High School
Preventure, Inc. June 2013 - Present
Independent Contractor September 2008 - Present
USI Insurance Services April 2012 - June 2013
Coleman Realtors 2010 - 2011
Aqua Bar & Grill 2005 - 2008
Skills
Health Insurance, Healthcare, Wellness, Insurance, Account Management, Employee Benefits, Customer Service
Education
Cortiva Institute-Boston 2008 — 2009
Associates, Massage Therapy/Therapeutic Massage
Massachusetts College of Art 2004 — 2008
Bachelor of Fine Arts (BFA), Ceramic Arts
Wheeler School 2000 — 2004
High School
Chris Booker Chris Booker's USI Insurance Services Experience September 2000 - April 2003
Job Asst Vice President, Sales
Industry Insurance
Experience
Cunningham Lindsey August 2014 - Present
TEC Insurance, TEC Equipment, Inc March 2013 - August 2014
Zurich North America January 2009 - March 2013
Zurich North America April 2003 - January 2009
USI Insurance Services September 2000 - April 2003
Federated Insurance September 1992 - October 2000
Skills
Insurance, Commercial Insurance, Underwriting, Workers Compensation, Property & Casualty..., Liability, Casualty, Brokers, Commercial Lines, Customer Service, Management, Salesforce Training, Sales & Marketing..., Risk Management, General Insurance, Umbrella Insurance, Professional Liability, Legal Liability, Claims Management, Excess, D&O, Claim, Inland Marine, Employment Practices..., Employee Benefits, Reinsurance, Health Insurance, Life Insurance, Financial Risk, Sales, Captives, Surety Bonds, Customer Retention, Marketing, Surety, Property, Fiduciary, Accident, Homeowners, Liability Analysis, Casualty Insurance
Education
National Alliance 2000 — 2008
Certified Insurance Counselor, Certified Risk Manager Designations, Risk Management, Insurance
Dallas Theological Seminary 2003 — 2007
Master's degree, Bible/Biblical Studies
Sam Houston State University 1990 — 1992
Bachelor of Science (BSc), Business Administration and Management, General
United States Military Academy at West Point 1987 — 1990
Cunningham Lindsey August 2014 - Present
TEC Insurance, TEC Equipment, Inc March 2013 - August 2014
Zurich North America January 2009 - March 2013
Zurich North America April 2003 - January 2009
USI Insurance Services September 2000 - April 2003
Federated Insurance September 1992 - October 2000
Skills
Insurance, Commercial Insurance, Underwriting, Workers Compensation, Property & Casualty..., Liability, Casualty, Brokers, Commercial Lines, Customer Service, Management, Salesforce Training, Sales & Marketing..., Risk Management, General Insurance, Umbrella Insurance, Professional Liability, Legal Liability, Claims Management, Excess, D&O, Claim, Inland Marine, Employment Practices..., Employee Benefits, Reinsurance, Health Insurance, Life Insurance, Financial Risk, Sales, Captives, Surety Bonds, Customer Retention, Marketing, Surety, Property, Fiduciary, Accident, Homeowners, Liability Analysis, Casualty Insurance
Education
National Alliance 2000 — 2008
Certified Insurance Counselor, Certified Risk Manager Designations, Risk Management, Insurance
Dallas Theological Seminary 2003 — 2007
Master's degree, Bible/Biblical Studies
Sam Houston State University 1990 — 1992
Bachelor of Science (BSc), Business Administration and Management, General
United States Military Academy at West Point 1987 — 1990
Erin Kayser Erin Kayser's USI Insurance Services Experience July 2009 - March 2010
Job Regional Director Health Systems
Industry Hospital & Health Care
Experience
Walgreens May 2013 - Present
Mercer January 2012 - December 2012
Aon Risk Services and Benefits Consulting February 2010 - January 2012
USI Insurance Services July 2009 - March 2010
Willis September 2004 - April 2009
Metropolitan Life Insurance Company 2003 - 2004
Ingram Micro 1993 - 2001
Skills
Salesforce.com, New Business Development, Employee Benefits, Human Resources, Leadership, Insurance, Mergers, Risk Management, Strategic Planning, Financial Analysis, Underwriting, Marketing, Negotiation, Business Development, Process Improvement, Workers Compensation, Account Management, Sales Management, Marketing Strategy, Due Diligence, Investments, Strategic Partnerships
Education
California State University-Los Angeles
Bachelors of Science, Marketing
Walgreens May 2013 - Present
Mercer January 2012 - December 2012
Aon Risk Services and Benefits Consulting February 2010 - January 2012
USI Insurance Services July 2009 - March 2010
Willis September 2004 - April 2009
Metropolitan Life Insurance Company 2003 - 2004
Ingram Micro 1993 - 2001
Skills
Salesforce.com, New Business Development, Employee Benefits, Human Resources, Leadership, Insurance, Mergers, Risk Management, Strategic Planning, Financial Analysis, Underwriting, Marketing, Negotiation, Business Development, Process Improvement, Workers Compensation, Account Management, Sales Management, Marketing Strategy, Due Diligence, Investments, Strategic Partnerships
Education
California State University-Los Angeles
Bachelors of Science, Marketing
Wendee Allen's USI Insurance Services Experience February 2009 - August 2010
Job Sales Executive at Momentous Insurance Brokerage, Inc.
Industry Insurance
Experience
Momentous Insurance Brokerage, Inc. August 2011 - Present
Allen & Associates January 1995 - 2012
Bolton & Company August 2010 - 2011
USI Insurance Services February 2009 - August 2010
Reliance Standard March 2005 - March 2009
Unum February 2001 - February 2005
Athens Insurance Services January 1995 - January 1996
Great-West Life January 1991 - March 1995
Inland Southern Insurance Services January 1981 - January 1991
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Account Management, Brokers, Property, Long-term Care, Health Care Reform, Health Savings Accounts, Group Insurance, Life Insurance, Benefits Administration, Workers Compensation, Healthcare, Sales, Property & Casualty..., Entrepreneurship, Team Building, Contract Negotiation, Self-funded, Employee Wellness, Sales Management, Underwriting, Leadership, Business Strategy, Team Leadership, Term Life Insurance, Professional Liability, Strategic Planning, Leadership Development
Education
California State Polytechnic University-Pomona 1993 — 1997
International Business, Marketing
Chaffey Community College 1985 — 1987
Business Administration, Business Administration, General Education
Momentous Insurance Brokerage, Inc. August 2011 - Present
Allen & Associates January 1995 - 2012
Bolton & Company August 2010 - 2011
USI Insurance Services February 2009 - August 2010
Reliance Standard March 2005 - March 2009
Unum February 2001 - February 2005
Athens Insurance Services January 1995 - January 1996
Great-West Life January 1991 - March 1995
Inland Southern Insurance Services January 1981 - January 1991
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Account Management, Brokers, Property, Long-term Care, Health Care Reform, Health Savings Accounts, Group Insurance, Life Insurance, Benefits Administration, Workers Compensation, Healthcare, Sales, Property & Casualty..., Entrepreneurship, Team Building, Contract Negotiation, Self-funded, Employee Wellness, Sales Management, Underwriting, Leadership, Business Strategy, Team Leadership, Term Life Insurance, Professional Liability, Strategic Planning, Leadership Development
Education
California State Polytechnic University-Pomona 1993 — 1997
International Business, Marketing
Chaffey Community College 1985 — 1987
Business Administration, Business Administration, General Education
Viola Rainey Viola Rainey's USI Insurance Services Experience January 1998 - December 2011
Job Account Manager at USI Midwest
Industry Insurance
Experience
USI Insurance Services January 1998 - December 2011
USI Midwest January 1998 - December 2011
Skills
Commercial Property and..., Coaching, Underwriting, Customer Service, Health Insurance, Community Outreach, Team Building, Microsoft Office, Legal Liability, Professional Liability, Disability Insurance, Public Speaking, Employment Practices..., Employee Benefits, Account Management, Risk Management
Education
Chicago State University 1968 — 1973
Bachelor of Science, Education
USI Insurance Services January 1998 - December 2011
USI Midwest January 1998 - December 2011
Skills
Commercial Property and..., Coaching, Underwriting, Customer Service, Health Insurance, Community Outreach, Team Building, Microsoft Office, Legal Liability, Professional Liability, Disability Insurance, Public Speaking, Employment Practices..., Employee Benefits, Account Management, Risk Management
Education
Chicago State University 1968 — 1973
Bachelor of Science, Education
David Aird David Aird's USI Insurance Services Experience May 2014 - Present
Job Commercial Insurance Agent at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 2010 - May 2014
James Banasky Insurance January 2007 - September 2010
Universal Business Insurance April 2004 - January 2007
Dale Barton Agency January 2003 - March 2005
Zions Insurance Agency October 2001 - January 2003
Grant Hatch & Associates, Inc. November 1997 - October 2001
Aird Insurance Agency June 1982 - September 1997
Skills
Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Life Insurance, Legal Liability, Casualty, Underwriting, Commercial Lines, Professional Liability, Brokers, D&O, Liability, Disability Insurance, Insurance Brokerage, Casualty Insurance, General Insurance, Umbrella Insurance, Risk Management, Employment Practices..., Inland Marine, Claims Management, Term Life Insurance, Excess, Claim, Liability Analysis, New Business Development, Sales, Reinsurance, Account Management, Customer Service, Strategic Planning, Management
Education
The American Institute for Property Casualty Underwriters 1991 — 1996
CPCU, Insurance
The Society of Certified Insurance Counselors 1984 — 1989
CIC, Insurance
University of Utah 1979 — 1984
Associate Degree, Business
California State University-Chico 1983 — 1983
PIABIS, Insurance
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 2010 - May 2014
James Banasky Insurance January 2007 - September 2010
Universal Business Insurance April 2004 - January 2007
Dale Barton Agency January 2003 - March 2005
Zions Insurance Agency October 2001 - January 2003
Grant Hatch & Associates, Inc. November 1997 - October 2001
Aird Insurance Agency June 1982 - September 1997
Skills
Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Life Insurance, Legal Liability, Casualty, Underwriting, Commercial Lines, Professional Liability, Brokers, D&O, Liability, Disability Insurance, Insurance Brokerage, Casualty Insurance, General Insurance, Umbrella Insurance, Risk Management, Employment Practices..., Inland Marine, Claims Management, Term Life Insurance, Excess, Claim, Liability Analysis, New Business Development, Sales, Reinsurance, Account Management, Customer Service, Strategic Planning, Management
Education
The American Institute for Property Casualty Underwriters 1991 — 1996
CPCU, Insurance
The Society of Certified Insurance Counselors 1984 — 1989
CIC, Insurance
University of Utah 1979 — 1984
Associate Degree, Business
California State University-Chico 1983 — 1983
PIABIS, Insurance
Mick Rembold Mick Rembold's USI Insurance Services Experience October 2010 - March 2012
Job Personal Risk Manager, Benefits Consultant
Industry Insurance
Experience
JKM Consulting, LLC March 2012 - Present
Bogert & Rembold, P.L. September 2013 - June 2015
USI Insurance Services October 2010 - March 2012
Coventry Health Care 2001 - October 2010
Sell, Rembold & Cohen, LLC 2001 - 2001
Agresti & Associates, LLC 1999 - 2001
Antero Healthplans 1997 - 1999
Skills
Health Savings Accounts, Employee Benefits, Underwriting, Health Insurance, Insurance, Disability Insurance, Business Planning, Medicare, Workers Compensation, Healthcare, Managed Care, Medicaid, Commercial Insurance, Reinsurance, Benefits Administration, Casualty, Long-term Care, Brokers, Strategic Planning, Life Insurance, Liability, Small Business, Group Insurance, Strategy, Claim, Term Life Insurance, General Insurance, Property & Casualty..., Health Care Reform, 401k, Claims Management, Professional Liability, Fixed Annuities, Health Policy, Retirement, Legal Liability, Umbrella Insurance, HIPAA, Dentistry, Executive Management, Retirement Planning, COBRA, Risk Management, Medicare Part D, Provider Relations, Management
Education
DePaul University College of Law 1992 — 1996
JD, Health Law Certificate
Concordia University-St. Paul 1971 — 1975
B.A., Educational Psychology
JKM Consulting, LLC March 2012 - Present
Bogert & Rembold, P.L. September 2013 - June 2015
USI Insurance Services October 2010 - March 2012
Coventry Health Care 2001 - October 2010
Sell, Rembold & Cohen, LLC 2001 - 2001
Agresti & Associates, LLC 1999 - 2001
Antero Healthplans 1997 - 1999
Skills
Health Savings Accounts, Employee Benefits, Underwriting, Health Insurance, Insurance, Disability Insurance, Business Planning, Medicare, Workers Compensation, Healthcare, Managed Care, Medicaid, Commercial Insurance, Reinsurance, Benefits Administration, Casualty, Long-term Care, Brokers, Strategic Planning, Life Insurance, Liability, Small Business, Group Insurance, Strategy, Claim, Term Life Insurance, General Insurance, Property & Casualty..., Health Care Reform, 401k, Claims Management, Professional Liability, Fixed Annuities, Health Policy, Retirement, Legal Liability, Umbrella Insurance, HIPAA, Dentistry, Executive Management, Retirement Planning, COBRA, Risk Management, Medicare Part D, Provider Relations, Management
Education
DePaul University College of Law 1992 — 1996
JD, Health Law Certificate
Concordia University-St. Paul 1971 — 1975
B.A., Educational Psychology
Derrick Loud Derrick Loud's USI Insurance Services Experience August 2010 - August 2012
Job Vice President at Hays Companies
Industry Insurance
Experience
Hays Companies March 2014 - Present
The Bostonian Group July 2012 - March 2014
USI Insurance Services August 2010 - August 2012
Insphere Insurance Solutions April 2007 - November 2011
American Auto Auction May 1998 - October 2005
Skills
Health insurance, Long Term Care, Group Health, Employee Benefits, Benefits Design, Benefit Administration, Group Benefits, Benefits Strategy, Wellness Programs, Corporate Wellness, Wellness, Compliance, Compliance Management, Term Life Insurance, Whole Life, Health Insurance, HR Consulting, Underwriting, HRIS, Benchmarking, Benefits Negotiation, Pharmacy Benefit..., Long-term Care, Benefits Administration, Human Resources, Disability Insurance, Insurance, Life Insurance, Brokers, Management, Health Savings Accounts
Education
Sports Management WorldWide 2006 — 2007
Sports Management Bachelors, Scouting of players; sports management
Bryant University 1992 — 1996
Quincy College 1992 — 1996
BS, management
Weymouth High
Hays Companies March 2014 - Present
The Bostonian Group July 2012 - March 2014
USI Insurance Services August 2010 - August 2012
Insphere Insurance Solutions April 2007 - November 2011
American Auto Auction May 1998 - October 2005
Skills
Health insurance, Long Term Care, Group Health, Employee Benefits, Benefits Design, Benefit Administration, Group Benefits, Benefits Strategy, Wellness Programs, Corporate Wellness, Wellness, Compliance, Compliance Management, Term Life Insurance, Whole Life, Health Insurance, HR Consulting, Underwriting, HRIS, Benchmarking, Benefits Negotiation, Pharmacy Benefit..., Long-term Care, Benefits Administration, Human Resources, Disability Insurance, Insurance, Life Insurance, Brokers, Management, Health Savings Accounts
Education
Sports Management WorldWide 2006 — 2007
Sports Management Bachelors, Scouting of players; sports management
Bryant University 1992 — 1996
Quincy College 1992 — 1996
BS, management
Weymouth High
Timothy Simokonis, MPA's USI Insurance Services Experience November 2011 - May 2014
Job Area Assistant Vice President at Arthur J. Gallagher
Industry Insurance
Experience
Arthur J. Gallagher & Co. May 2014 - Present
USI Insurance Services November 2011 - May 2014
Insurance Marketing Agencies November 2010 - November 2011
Carroll Enterprises October 2008 - November 2010
Education
Clark University 2007 — 2008
Masters, Public Administration
Clark University 2003 — 2007
Arthur J. Gallagher & Co. May 2014 - Present
USI Insurance Services November 2011 - May 2014
Insurance Marketing Agencies November 2010 - November 2011
Carroll Enterprises October 2008 - November 2010
Education
Clark University 2007 — 2008
Masters, Public Administration
Clark University 2003 — 2007
Tim Worosher's USI Insurance Services Experience July 2012 - January 2014
Job Health & Benefits Sales Professional
Industry Management Consulting
Experience
Mercer April 2014 - Present
USI Insurance Services July 2012 - January 2014
Gold Sands Solutions, LLC December 2010 - July 2012
Simplifi ESO March 2008 - December 2010
Engage Health, LLC August 2005 - February 2010
Mercer Health and Benefits August 2003 - August 2005
Bridge Benefits, Inc. (formerly Stateline TPA, Inc.) December 1997 - August 2003
Allstate Insurance Company November 1987 - November 1997
Skills
Employee Benefits, Benefits, Health, Wellness, Health Insurance, Healthcare, Customer Relations, Strategic Planning, Workers Compensation, Insurance, Account Management, New Business Development, Funding, Compliance, Managed Care, Operations Management, Employee Relations, Data Analysis, Brokers, Benefits Administration, Performance Management, Customer Service, Management, Start-ups, Program Management, Risk Management, Business Development, Sales, Entrepreneurship, Health Savings Accounts, Analysis, Disability Insurance, COBRA, Claim, Business Planning, Life Insurance, Health Care Reform, Underwriting, Long-term Care, Medicare, Reinsurance, Term Life Insurance, Accident, 401k, Professional Liability, Strategy, Leadership, Human Resources, ERISA, Consulting
Education
Cedarville University 1983 — 1987
B.A, Business Administration and Finance
Huron High School 1981 — 1983
Mercer April 2014 - Present
USI Insurance Services July 2012 - January 2014
Gold Sands Solutions, LLC December 2010 - July 2012
Simplifi ESO March 2008 - December 2010
Engage Health, LLC August 2005 - February 2010
Mercer Health and Benefits August 2003 - August 2005
Bridge Benefits, Inc. (formerly Stateline TPA, Inc.) December 1997 - August 2003
Allstate Insurance Company November 1987 - November 1997
Skills
Employee Benefits, Benefits, Health, Wellness, Health Insurance, Healthcare, Customer Relations, Strategic Planning, Workers Compensation, Insurance, Account Management, New Business Development, Funding, Compliance, Managed Care, Operations Management, Employee Relations, Data Analysis, Brokers, Benefits Administration, Performance Management, Customer Service, Management, Start-ups, Program Management, Risk Management, Business Development, Sales, Entrepreneurship, Health Savings Accounts, Analysis, Disability Insurance, COBRA, Claim, Business Planning, Life Insurance, Health Care Reform, Underwriting, Long-term Care, Medicare, Reinsurance, Term Life Insurance, Accident, 401k, Professional Liability, Strategy, Leadership, Human Resources, ERISA, Consulting
Education
Cedarville University 1983 — 1987
B.A, Business Administration and Finance
Huron High School 1981 — 1983
Dennis Fowler's USI Insurance Services Experience June 2013 - Present
Job Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2013 - Present
ADP January 2011 - June 2013
SuperMedia LLC August 2005 - January 2011
Dallas Baptist University May 2003 - August 2005
Skills
Employee Benefits, Consulting, Insurance, Analytics, Benefits Administration, Sales, Recruiting, Sales Process, Customer Retention, Management, Account Management, Direct Marketing, Sales Presentations, Leadership, Direct Sales, 401k, CRM, PEO, HRO, HRIS, SaaS, Training, Solution Selling, Sales Management, Applicant Tracking..., Advertising, Selling, Lead Generation, Onboarding, Talent Acquisition, B2B, Payroll, Sales Operations, Building Relationships, Human Resources, Coaching, Employee Training
Education
Dallas Baptist University 2003 — 2004
MBA
Dallas Baptist University 1999 — 2003
Bachelor of Science (BS), Double Major - Communication & Psychology
Naaman Forest
USI Insurance Services June 2013 - Present
ADP January 2011 - June 2013
SuperMedia LLC August 2005 - January 2011
Dallas Baptist University May 2003 - August 2005
Skills
Employee Benefits, Consulting, Insurance, Analytics, Benefits Administration, Sales, Recruiting, Sales Process, Customer Retention, Management, Account Management, Direct Marketing, Sales Presentations, Leadership, Direct Sales, 401k, CRM, PEO, HRO, HRIS, SaaS, Training, Solution Selling, Sales Management, Applicant Tracking..., Advertising, Selling, Lead Generation, Onboarding, Talent Acquisition, B2B, Payroll, Sales Operations, Building Relationships, Human Resources, Coaching, Employee Training
Education
Dallas Baptist University 2003 — 2004
MBA
Dallas Baptist University 1999 — 2003
Bachelor of Science (BS), Double Major - Communication & Psychology
Naaman Forest
Carman Baines's USI Insurance Services Experience May 2014 - Present
Job Vice President, Senior Sales Executive Employee Benefits
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2009 - May 2014
Universal Insurance Services September 2006 - June 2009
Principal Financial Group 2001 - September 2006
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Employee Benefits, Insurance, COBRA, Term Life Insurance, Brokers, Life Insurance, Strategic Planning, Long-term Care, Team Building, Underwriting, Workers Compensation, Sales
Education
Catholic Central
Davenport University
Business Administration and Management, General
Grand Rapids Community College
Business Administration and Management, General
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2009 - May 2014
Universal Insurance Services September 2006 - June 2009
Principal Financial Group 2001 - September 2006
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Employee Benefits, Insurance, COBRA, Term Life Insurance, Brokers, Life Insurance, Strategic Planning, Long-term Care, Team Building, Underwriting, Workers Compensation, Sales
Education
Catholic Central
Davenport University
Business Administration and Management, General
Grand Rapids Community College
Business Administration and Management, General
Richard Hyder Richard Hyder's USI Insurance Services Experience June 2005 - April 2012
Job President for RDH Premier Consulting services.
Industry Insurance
Experience
RDH Premier Consulting, LLC September 2015 - Present
Aon April 2012 - December 2013
USI Insurance Services June 2005 - April 2012
Marsh 2001 - 2005
Frank Crystal & Company August 1996 - February 2001
Skills
Property & Casualty..., Employee Benefits Broker, Director's & Officers..., Cyberliability and..., Business Continuity and..., Contractual Obligations..., Retail-Wholesale Sector, Logistics and Supply..., Healthcare, Technology, Manufacturing, Distributors, Errors & Omissions, Property & Casualty..., Insurance, Liability, Construction, Trade Credit Insurance
Education
City University of New York City College 1984 — 1987
BA, English
RDH Premier Consulting, LLC September 2015 - Present
Aon April 2012 - December 2013
USI Insurance Services June 2005 - April 2012
Marsh 2001 - 2005
Frank Crystal & Company August 1996 - February 2001
Skills
Property & Casualty..., Employee Benefits Broker, Director's & Officers..., Cyberliability and..., Business Continuity and..., Contractual Obligations..., Retail-Wholesale Sector, Logistics and Supply..., Healthcare, Technology, Manufacturing, Distributors, Errors & Omissions, Property & Casualty..., Insurance, Liability, Construction, Trade Credit Insurance
Education
City University of New York City College 1984 — 1987
BA, English
Betsy Teig Betsy Teig's USI Insurance Services Experience April 2009 - October 2010
Job Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton October 2010 - Present
USI Insurance Services April 2009 - October 2010
Skills
Internal Controls, Financial Analysis, Financial Reporting, Enterprise Risk..., Accounting, Auditing, Financial Modeling, Analysis, Data Analysis, Internal Audit, Government Contracting, Business Analysis, Management Consulting, Business Process..., Change Management, Microsoft Excel, Risk Management, Microsoft Office, Customer Service
Education
Old Dominion University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Christopher Newport University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Booz Allen Hamilton October 2010 - Present
USI Insurance Services April 2009 - October 2010
Skills
Internal Controls, Financial Analysis, Financial Reporting, Enterprise Risk..., Accounting, Auditing, Financial Modeling, Analysis, Data Analysis, Internal Audit, Government Contracting, Business Analysis, Management Consulting, Business Process..., Change Management, Microsoft Excel, Risk Management, Microsoft Office, Customer Service
Education
Old Dominion University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Christopher Newport University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Randy Proos, CIC, CRIS Randy Proos, CIC, CRIS's USI Insurance Services Experience January 1994 - Present
Job Vice President Heavy Equipment Practice at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 1994 - Present
Summit Global Partners February 1998 - May 2005
Skills
Property & Casualty..., Inland Marine, Crane & Rigging..., Heavy Equipment, Brokers, Insurance, Liability, Professional Liability, Risk Management, Reinsurance, Claim, Construction, Contract Management, Commercial Insurance, Casualty, Captives, Employment Practices..., Underwriting, Financial Risk, Workers Compensation, Strategy, Management, Umbrella Insurance, Legal Liability
Education
Florida International University 1993 — 1994
Broward Community College 1991 — 1993
AA, Business
USI Insurance Services January 1994 - Present
Summit Global Partners February 1998 - May 2005
Skills
Property & Casualty..., Inland Marine, Crane & Rigging..., Heavy Equipment, Brokers, Insurance, Liability, Professional Liability, Risk Management, Reinsurance, Claim, Construction, Contract Management, Commercial Insurance, Casualty, Captives, Employment Practices..., Underwriting, Financial Risk, Workers Compensation, Strategy, Management, Umbrella Insurance, Legal Liability
Education
Florida International University 1993 — 1994
Broward Community College 1991 — 1993
AA, Business
Karen Lieux Karen Lieux's USI Insurance Services Experience March 1991 - Present
Job Commercial Insurance Risk Advisor
Industry Insurance
Experience
USI Insurance Services March 1991 - Present
Financial Planning Associates-Insurance Agency August 1978 - March 1991
Skills
Commercial Insurance, Insurance, Customer Service, Property & Casualty..., Reinsurance, Professional Liability, Marketing, Legal Liability, Brokers, New Business Development, Underwriting, Liability, Risk Management, Employment Practices..., General Insurance, Financial Risk, D&O
Education
Insurance Institute of America 1997 — 1998
AAI, Accredited Advisor of Insurance
Certified Insurance Counselor 1993 — 1998
CIC
Broward College
none, Insurance
USI Insurance Services March 1991 - Present
Financial Planning Associates-Insurance Agency August 1978 - March 1991
Skills
Commercial Insurance, Insurance, Customer Service, Property & Casualty..., Reinsurance, Professional Liability, Marketing, Legal Liability, Brokers, New Business Development, Underwriting, Liability, Risk Management, Employment Practices..., General Insurance, Financial Risk, D&O
Education
Insurance Institute of America 1997 — 1998
AAI, Accredited Advisor of Insurance
Certified Insurance Counselor 1993 — 1998
CIC
Broward College
none, Insurance
AnneMarie Gallelli's USI Insurance Services Experience April 2002 - Present
Job Senior Commercial Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2002 - Present
ECBM April 1995 - April 2002
Skills
Property & Casualty..., Workers Compensation, General Liability, Liability, Professional Liability, Legal Liability, Commercial Insurance, Insurance, Umbrella Insurance, Commercial Lines, Casualty, Employment Practices..., Brokers, D&O, Risk Assessment, Underwriting, Excess, Customer Service, Financial Risk, Liability Analysis, General Insurance, Risk Management, Accident, Management, Risk Analysis, Claim, Inland Marine
Education
Community College of Philadelphia 1993 — 1995
Social Work
USI Insurance Services April 2002 - Present
ECBM April 1995 - April 2002
Skills
Property & Casualty..., Workers Compensation, General Liability, Liability, Professional Liability, Legal Liability, Commercial Insurance, Insurance, Umbrella Insurance, Commercial Lines, Casualty, Employment Practices..., Brokers, D&O, Risk Assessment, Underwriting, Excess, Customer Service, Financial Risk, Liability Analysis, General Insurance, Risk Management, Accident, Management, Risk Analysis, Claim, Inland Marine
Education
Community College of Philadelphia 1993 — 1995
Social Work
Colin Cassady Colin Cassady's USI Insurance Services Experience March 2013 - 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
Charlene Parkinson Charlene Parkinson's USI Insurance Services Experience May 1998 - April 2008
Job Assistant Vice President at Momentous Insurance Brokerage, Inc.
Industry Insurance
Experience
Momentous Insurance Brokerage, Inc. April 2008 - Present
USI Insurance Services May 1998 - April 2008
AON Albert G Ruben 1996 - 1998
Skills
Directors & Officers..., Professional Liability, Commercial Insurance, Property & Casualty..., Customer Service, Inland Marine, High Net Worth..., Underwriting, Brokers, Management, Social Media, Risk Management, Microsoft Word, Social Networking, Workers Compensation, Marketing, Liability Analysis, Accounting, Legal Liability, Reinsurance, Excess, Employment Practices..., Public Speaking, High Net Worth Insurance, Microsoft Office, Insurance, Event Planning, Disability Insurance, Casualty, Strategic Planning, WC, Employee Benefits, Liability, Team Building, Homeowners, Entertainment, Umbrella Insurance, Negotiation, Marketing Communications, Outlook, Commercial Lines, D&O, General Insurance, Health Insurance, New Business Development, Account Management, Marketing Strategy, Sales, Claims Management, Claim
Education
California State University-Northridge
Momentous Insurance Brokerage, Inc. April 2008 - Present
USI Insurance Services May 1998 - April 2008
AON Albert G Ruben 1996 - 1998
Skills
Directors & Officers..., Professional Liability, Commercial Insurance, Property & Casualty..., Customer Service, Inland Marine, High Net Worth..., Underwriting, Brokers, Management, Social Media, Risk Management, Microsoft Word, Social Networking, Workers Compensation, Marketing, Liability Analysis, Accounting, Legal Liability, Reinsurance, Excess, Employment Practices..., Public Speaking, High Net Worth Insurance, Microsoft Office, Insurance, Event Planning, Disability Insurance, Casualty, Strategic Planning, WC, Employee Benefits, Liability, Team Building, Homeowners, Entertainment, Umbrella Insurance, Negotiation, Marketing Communications, Outlook, Commercial Lines, D&O, General Insurance, Health Insurance, New Business Development, Account Management, Marketing Strategy, Sales, Claims Management, Claim
Education
California State University-Northridge
Lisa Narcise Lisa Narcise's USI Insurance Services Experience June 2015 - Present
Job Account Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
Henry O Baker. Inc. May 2014 - June 2015
Brown & Brown March 2013 - May 2014
Brown & Brown January 2012 - March 2013
ADP Insurance Agency April 2010 - January 2012
Post Benefits LLC November 2009 - April 2010
Savoy Associates August 2005 - November 2009
Greenhills Pharmacy June 2000 - February 2004
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Health Care Reform, Health Savings Accounts, Life Insurance, Open Enrollment, Benefits Administration, COBRA, Group Insurance, Flexible Spending..., CRM, Self-funded, Professional Liability, Medicare, Management, Fixed Annuities, Licensed Life & Health..., New Business Development, Marketing, Claim, Employee Wellness, General Insurance, Group Medical, HMO, Long-term Care, Managed Care, PPO, Property & Casualty..., Small Business, Term Life Insurance, Underwriting, Whole Life, Workers Compensation
Education
William Paterson University of New Jersey
B.A, Political Science
American School of Business
County College of Morris
A.S, Public Administration
New Jersey Health & Life Insurance
USI Insurance Services June 2015 - Present
Henry O Baker. Inc. May 2014 - June 2015
Brown & Brown March 2013 - May 2014
Brown & Brown January 2012 - March 2013
ADP Insurance Agency April 2010 - January 2012
Post Benefits LLC November 2009 - April 2010
Savoy Associates August 2005 - November 2009
Greenhills Pharmacy June 2000 - February 2004
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Health Care Reform, Health Savings Accounts, Life Insurance, Open Enrollment, Benefits Administration, COBRA, Group Insurance, Flexible Spending..., CRM, Self-funded, Professional Liability, Medicare, Management, Fixed Annuities, Licensed Life & Health..., New Business Development, Marketing, Claim, Employee Wellness, General Insurance, Group Medical, HMO, Long-term Care, Managed Care, PPO, Property & Casualty..., Small Business, Term Life Insurance, Underwriting, Whole Life, Workers Compensation
Education
William Paterson University of New Jersey
B.A, Political Science
American School of Business
County College of Morris
A.S, Public Administration
New Jersey Health & Life Insurance
Stephen Puleo, AAI's USI Insurance Services Experience December 2013 - Present
Job Vice President, Property Casualty at USI Insurance Services LLC
Industry Financial Services
Experience
USI Insurance Services December 2013 - Present
Imperial Capital Group, LLC February 2012 - December 2013
CANACCORD ADAMS INCORPORATED February 2006 - March 2009
NEEDHAM AND COMPANY, INCORPORATED June 2002 - December 2005
ADAMS, HARKNESS & HILL COMPANY June 1999 - June 2002
TUCKER ANTHONY INCORPORATED May 1998 - June 1999
NASDAQ Market May 1994 - May 1998
Tucker Anthony May 1992 - May 1994
Skills
Portfolio Management, Series 63, Strategic Planning, Banking, Equity Capital Markets, Trading, Equities, Equity Trading, Series 7, Bloomberg, Financial Services, Capital Markets, Securities, Fixed Income, Investments, Hedge Funds, Property, Property & Casualty...
Education
Curry College
Bachelor of Science, Business Management
USI Insurance Services December 2013 - Present
Imperial Capital Group, LLC February 2012 - December 2013
CANACCORD ADAMS INCORPORATED February 2006 - March 2009
NEEDHAM AND COMPANY, INCORPORATED June 2002 - December 2005
ADAMS, HARKNESS & HILL COMPANY June 1999 - June 2002
TUCKER ANTHONY INCORPORATED May 1998 - June 1999
NASDAQ Market May 1994 - May 1998
Tucker Anthony May 1992 - May 1994
Skills
Portfolio Management, Series 63, Strategic Planning, Banking, Equity Capital Markets, Trading, Equities, Equity Trading, Series 7, Bloomberg, Financial Services, Capital Markets, Securities, Fixed Income, Investments, Hedge Funds, Property, Property & Casualty...
Education
Curry College
Bachelor of Science, Business Management
Molly Matusak's USI Insurance Services Experience May 2015 - Present
Job Commercial Lines Team Leader at USI Midwest
Industry Insurance
Experience
USI Insurance Services May 2015 - Present
USI Insurance Services June 2003 - Present
Skills
Commercial Insurance, Property, Workers Compensation, Commercial Lines, Employment Practices...
Education
Grand Valley State University 2003 — 2005
Business/Marketing
Central Michigan University 2000 — 2003
Broadcasting/Marketing
USI Insurance Services May 2015 - Present
USI Insurance Services June 2003 - Present
Skills
Commercial Insurance, Property, Workers Compensation, Commercial Lines, Employment Practices...
Education
Grand Valley State University 2003 — 2005
Business/Marketing
Central Michigan University 2000 — 2003
Broadcasting/Marketing
Checree Bryant Checree Bryant's USI Insurance Services Experience 2014 - Present
Job Executive Coach at Actuate Consulting
Industry Insurance
Experience
USI Insurance Services 2014 - Present
Actuate Entrepreneurial and Executive Coaching 2012 - Present
Wells Fargo Insurance Services September 2000 - May 2014
Marsh January 1999 - September 2000
Skills
Bonds, Financial Analysis, Underwriting, Risk Management, Insurance, Executive Coaching, Lifestyle Coaching, Leadership Development, Public Speaking, Financial Risk, Team Building, New Business Development, Customer Service, Budgets, Leadership, Fundraising, Coaching, Time Management, Nonprofits, Strategic Planning, Organizational..., Training, Small Business
Education
John Maxwell 2011 — 2012
Certified Executive Coach, Teacher, and Speaker, Leadership Development
Capella University 2010 — 2012
MS, Leadership
Palm Beach Atlantic University 2002 — 2006
BS, Organizational Management
USI Insurance Services 2014 - Present
Actuate Entrepreneurial and Executive Coaching 2012 - Present
Wells Fargo Insurance Services September 2000 - May 2014
Marsh January 1999 - September 2000
Skills
Bonds, Financial Analysis, Underwriting, Risk Management, Insurance, Executive Coaching, Lifestyle Coaching, Leadership Development, Public Speaking, Financial Risk, Team Building, New Business Development, Customer Service, Budgets, Leadership, Fundraising, Coaching, Time Management, Nonprofits, Strategic Planning, Organizational..., Training, Small Business
Education
John Maxwell 2011 — 2012
Certified Executive Coach, Teacher, and Speaker, Leadership Development
Capella University 2010 — 2012
MS, Leadership
Palm Beach Atlantic University 2002 — 2006
BS, Organizational Management
Jeff Luhn, ARM, CIC, CWCC Jeff Luhn, ARM, CIC, CWCC's USI Insurance Services Experience January 2013 - Present
Job Senior Property & Casualty Risk Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2013 - Present
Gunnin Insurance and Risk Management Services April 2012 - January 2013
Artex Risk Solutions May 2006 - April 2012
Ward North America / Spectrum Managed Care October 1998 - May 2006
CNA Insurance September 1986 - July 1998
Skills
Captives, Workers Compensation, Risk Management, New Business Development, Commercial Insurance, Insurance, Claims Management, Cost Management, Drafting and execution..., Completion of RFP..., Underwriting, Employment Practices..., Casualty, Liability, Reinsurance, Claim, Mergers & Acquisitions, Property & Casualty..., General Insurance, Legal Liability, Professional Liability, Excess, Commercial Lines, D&O, Umbrella Insurance, Brokers, Workers' Compensation..., Claim Investigation, Liability Analysis, Financial Risk, Insurance Brokerage, Risk Analysis, Inland Marine, Casualty Insurance
Education
California State Polytechnic University-Pomona 1976 — 1980
BS, Business Administration, Human Resources
John W North, Riverside, CA 1976 — 1980
High School Diploma, General Studies
USI Insurance Services January 2013 - Present
Gunnin Insurance and Risk Management Services April 2012 - January 2013
Artex Risk Solutions May 2006 - April 2012
Ward North America / Spectrum Managed Care October 1998 - May 2006
CNA Insurance September 1986 - July 1998
Skills
Captives, Workers Compensation, Risk Management, New Business Development, Commercial Insurance, Insurance, Claims Management, Cost Management, Drafting and execution..., Completion of RFP..., Underwriting, Employment Practices..., Casualty, Liability, Reinsurance, Claim, Mergers & Acquisitions, Property & Casualty..., General Insurance, Legal Liability, Professional Liability, Excess, Commercial Lines, D&O, Umbrella Insurance, Brokers, Workers' Compensation..., Claim Investigation, Liability Analysis, Financial Risk, Insurance Brokerage, Risk Analysis, Inland Marine, Casualty Insurance
Education
California State Polytechnic University-Pomona 1976 — 1980
BS, Business Administration, Human Resources
John W North, Riverside, CA 1976 — 1980
High School Diploma, General Studies
Lisa Seal's USI Insurance Services Experience 2009 - March 2015
Job Account Executive at HUB International
Industry Insurance
Experience
HUB International March 2015 - Present
USI Insurance Services 2009 - March 2015
Arthur J. Gallagher and Co. 2008 - 2009
Rocky Mountain Health Plans 2003 - 2008
The Alliance 1998 - 2003
Skills
Insurance, Health Insurance, Brokers, Health Savings Accounts, Employee Benefits, Underwriting, Workers Compensation, Commercial Insurance, Disability Insurance, Life Insurance, Property & Casualty...
Education
University of Denver
Master of Health Care Systems (MHS)
Colorado State University
Bachelor of Arts (B.A.)
HUB International March 2015 - Present
USI Insurance Services 2009 - March 2015
Arthur J. Gallagher and Co. 2008 - 2009
Rocky Mountain Health Plans 2003 - 2008
The Alliance 1998 - 2003
Skills
Insurance, Health Insurance, Brokers, Health Savings Accounts, Employee Benefits, Underwriting, Workers Compensation, Commercial Insurance, Disability Insurance, Life Insurance, Property & Casualty...
Education
University of Denver
Master of Health Care Systems (MHS)
Colorado State University
Bachelor of Arts (B.A.)
Mark Latini Mark Latini's USI Insurance Services Experience April 2010 - February 2015
Job Underwriting Consultant II at Liberty Mutual Surety™
Industry Insurance
Experience
Liberty Mutual Surety™ March 2015 - Present
USI Insurance Services April 2010 - February 2015
Universal Business Insurance April 2008 - March 2010
Insco Dico Group June 2006 - March 2008
Contract Surety Professionals, Inc. January 1995 - May 2006
Skills
Surety Bonds, Surety, Commercial Insurance, Underwriting, Property & Casualty..., Bonds, Legal Liability, Leadership, Professional Liability, Risk Management, Management
Education
Cedarville University 1982 — 1986
BA, Finance Major/Marketing Minor
Liberty Mutual Surety™ March 2015 - Present
USI Insurance Services April 2010 - February 2015
Universal Business Insurance April 2008 - March 2010
Insco Dico Group June 2006 - March 2008
Contract Surety Professionals, Inc. January 1995 - May 2006
Skills
Surety Bonds, Surety, Commercial Insurance, Underwriting, Property & Casualty..., Bonds, Legal Liability, Leadership, Professional Liability, Risk Management, Management
Education
Cedarville University 1982 — 1986
BA, Finance Major/Marketing Minor
Nancy Paré Burton, CIC, AAI Nancy Paré Burton, CIC, AAI's USI Insurance Services Experience June 2015 - Present
Job Marketing at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
Clark Insurance January 2014 - May 2015
Clark Insurance January 2010 - January 2014
Clark Insurance September 2006 - January 2010
Averill Insurance January 2002 - September 2006
Clark Insurance February 1999 - December 2001
Clark Insurance September 1993 - February 1998
Clark Insurance April 1989 - September 1993
Skills
Insurance, Property & Casualty..., Marketing, Sales, Commercial Insurance, Commercial Lines, Customer Service, Operations Management, Employee Benefits, Liability, Umbrella Insurance, Casualty Insurance, Disability Insurance, Underwriting, Software Implementation, Training & Development, Project Management
Education
Colby College 1984 — 1988
BA, English, History
York High School 1980 — 1984
USI Insurance Services June 2015 - Present
Clark Insurance January 2014 - May 2015
Clark Insurance January 2010 - January 2014
Clark Insurance September 2006 - January 2010
Averill Insurance January 2002 - September 2006
Clark Insurance February 1999 - December 2001
Clark Insurance September 1993 - February 1998
Clark Insurance April 1989 - September 1993
Skills
Insurance, Property & Casualty..., Marketing, Sales, Commercial Insurance, Commercial Lines, Customer Service, Operations Management, Employee Benefits, Liability, Umbrella Insurance, Casualty Insurance, Disability Insurance, Underwriting, Software Implementation, Training & Development, Project Management
Education
Colby College 1984 — 1988
BA, English, History
York High School 1980 — 1984
Christy Alexander Christy Alexander's USI Insurance Services Experience November 2010 - June 2011
Job Staff Accountant at US Army Corps of Engineers
Industry Accounting
Experience
US Army Corps of Engineers June 2011 - Present
USI Insurance Services November 2010 - June 2011
The Lee Group September 2007 - August 2008
The Virginian-Pilot July 2004 - September 2007
Eli Lilly February 2003 - July 2004
Skills
Sales, Recruiting, Customer Service, Microsoft Excel, Strategic Planning, Accounts Receivable, Marketing, Outlook, Payroll, Accounting, Human Resources, Account Management, Budgets, QuickBooks, Financial Analysis, Microsoft Word, Management, PowerPoint, Microsoft Office, Finance
Education
Keller Graduate School 2011 — 2012
Masters Certificate - Financial Analysis, Accounting and Finance
Strome College of Business 2009 — 2010
BS, Accounting
Christopher Newport University 1994 — 1999
BSBA, Business Administration
US Army Corps of Engineers June 2011 - Present
USI Insurance Services November 2010 - June 2011
The Lee Group September 2007 - August 2008
The Virginian-Pilot July 2004 - September 2007
Eli Lilly February 2003 - July 2004
Skills
Sales, Recruiting, Customer Service, Microsoft Excel, Strategic Planning, Accounts Receivable, Marketing, Outlook, Payroll, Accounting, Human Resources, Account Management, Budgets, QuickBooks, Financial Analysis, Microsoft Word, Management, PowerPoint, Microsoft Office, Finance
Education
Keller Graduate School 2011 — 2012
Masters Certificate - Financial Analysis, Accounting and Finance
Strome College of Business 2009 — 2010
BS, Accounting
Christopher Newport University 1994 — 1999
BSBA, Business Administration
Dean J. Gurney Dean J. Gurney's USI Insurance Services Experience August 2010 - May 2013
Job Owner at Fall Creek Fence Company
Industry Construction
Experience
Fall Creek Fence Company April 2013 - Present
USI Insurance Services August 2010 - May 2013
L&L Evergreen March 2007 - August 2010
The LaurelRock Company January 2006 - March 2007
Shorehaven Golf Club April 2002 - February 2005
Dru Associates, Environmental Consultants December 1999 - April 2002
The Preservation Society of Newport County May 1999 - November 1999
Skills
Strategic Planning, Financial Modeling, Negotiation, New Business Development, Marketing Strategy
Education
Cornell University 1995 — 1999
B.S., Science
Fairfield High School 1991 — 1995
Fall Creek Fence Company April 2013 - Present
USI Insurance Services August 2010 - May 2013
L&L Evergreen March 2007 - August 2010
The LaurelRock Company January 2006 - March 2007
Shorehaven Golf Club April 2002 - February 2005
Dru Associates, Environmental Consultants December 1999 - April 2002
The Preservation Society of Newport County May 1999 - November 1999
Skills
Strategic Planning, Financial Modeling, Negotiation, New Business Development, Marketing Strategy
Education
Cornell University 1995 — 1999
B.S., Science
Fairfield High School 1991 — 1995
Daniel Peck Daniel Peck's USI Insurance Services Experience September 2011 - June 2012
Job
Industry Insurance
Experience
Travelers July 2012 - Present
USI Insurance Services September 2011 - June 2012
Travelers June 2008 - September 2011
Skills
Underwriting, Insurance, Surety Bonds, Bonds, Property & Casualty..., Financial Analysis, Surety, Workers Compensation, Commercial Insurance
Education
Bryant University 2004 — 2008
BSBA, Finance
Travelers July 2012 - Present
USI Insurance Services September 2011 - June 2012
Travelers June 2008 - September 2011
Skills
Underwriting, Insurance, Surety Bonds, Bonds, Property & Casualty..., Financial Analysis, Surety, Workers Compensation, Commercial Insurance
Education
Bryant University 2004 — 2008
BSBA, Finance
Mary Pat Kessler Mary Pat Kessler's USI Insurance Services Experience November 2010 - February 2012
Job Director of Member Relations, Strategic Relationship Marketing Specialist at Business Clubs America of Philadelphia
Industry Marketing and Advertising
Experience
Business Clubs America of Philadelphia February 2014 - Present
Willis September 2012 - February 2014
MP Connects February 2012 - August 2012
USI Insurance Services November 2010 - February 2012
Brown & Brown September 2006 - November 2010
Aetna, INC. June 2002 - September 2005
Wyncote Academy September 1999 - August 2002
Abington YMCA August 1994 - January 2000
Prudential Insurance September 1983 - October 1993
Skills
Board Development, Employee Benefits, Wellness, Health Insurance, Recruiting, Executive Management, Public Relations, Management, Business Development, Leadership Development, Benefits Administration, Training, Insurance, Strategy, Leadership, Claim, Brokers, Property & Casualty..., CRM, Program Management, Life Insurance, Talent Management, Managed Care, COBRA, Commercial Insurance, Health Savings Accounts, Dentistry, Professional Liability, Healthcare, Sales, Customer Service, New Business Development, Strategic Planning, Term Life Insurance, Small Business, Fundraising, Underwriting, Risk Management, Consulting, Integration, Sales Management, Building Business..., Health, Networking, Disability Insurance, Marketing, Long-term Care, Financial Services, Account Management, Workers Compensation
Education
Chestnut Hill College
BS, Psychology
Immaculata Preparatory School, Washington, D.C.
Villanova University
Certificate of Completion, Mini-MBA
Business Clubs America of Philadelphia February 2014 - Present
Willis September 2012 - February 2014
MP Connects February 2012 - August 2012
USI Insurance Services November 2010 - February 2012
Brown & Brown September 2006 - November 2010
Aetna, INC. June 2002 - September 2005
Wyncote Academy September 1999 - August 2002
Abington YMCA August 1994 - January 2000
Prudential Insurance September 1983 - October 1993
Skills
Board Development, Employee Benefits, Wellness, Health Insurance, Recruiting, Executive Management, Public Relations, Management, Business Development, Leadership Development, Benefits Administration, Training, Insurance, Strategy, Leadership, Claim, Brokers, Property & Casualty..., CRM, Program Management, Life Insurance, Talent Management, Managed Care, COBRA, Commercial Insurance, Health Savings Accounts, Dentistry, Professional Liability, Healthcare, Sales, Customer Service, New Business Development, Strategic Planning, Term Life Insurance, Small Business, Fundraising, Underwriting, Risk Management, Consulting, Integration, Sales Management, Building Business..., Health, Networking, Disability Insurance, Marketing, Long-term Care, Financial Services, Account Management, Workers Compensation
Education
Chestnut Hill College
BS, Psychology
Immaculata Preparatory School, Washington, D.C.
Villanova University
Certificate of Completion, Mini-MBA
Angel Craig's USI Insurance Services Experience February 2012 - Present
Job Account Manager, Farm & Equine Division at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2012 - Present
Skills
Workers Compensation, Insurance, Commercial Insurance, General Insurance, Professional Liability
Education
College of Central Florida 2012 — 2012
Registered Customer Service Rep, Insurance
Forest High School, Ocala, FL 1988 — 1990
Honors Graduate, Music
USI Insurance Services February 2012 - Present
Skills
Workers Compensation, Insurance, Commercial Insurance, General Insurance, Professional Liability
Education
College of Central Florida 2012 — 2012
Registered Customer Service Rep, Insurance
Forest High School, Ocala, FL 1988 — 1990
Honors Graduate, Music
Anica Ferkinhoff Anica Ferkinhoff's USI Insurance Services Experience April 2015 - Present
Job Employee Benefits Account Manager
Industry Insurance
Experience
USI Insurance Services April 2015 - Present
AAA October 2013 - March 2015
Allstate Financial Services, LLC May 2013 - September 2013
Business Information Solutions, Inc. July 2012 - May 2013
The Kreller Business Information Group August 2010 - July 2012
Education
Cornell University 2011 — 2011
Certificate of Study, Financial Statement Analysis
Canisius College 1995 — 1999
Bachelor of Arts (B.A.), English Literature
Hondros College
USI Insurance Services April 2015 - Present
AAA October 2013 - March 2015
Allstate Financial Services, LLC May 2013 - September 2013
Business Information Solutions, Inc. July 2012 - May 2013
The Kreller Business Information Group August 2010 - July 2012
Education
Cornell University 2011 — 2011
Certificate of Study, Financial Statement Analysis
Canisius College 1995 — 1999
Bachelor of Arts (B.A.), English Literature
Hondros College
Raymond Bascio Raymond Bascio's USI Insurance Services Experience November 2013 - Present
Job Sr. Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2013 - Present
Crystal & Company September 2012 - May 2013
Horizon Blue Cross Blue Shield of New Jersey 1994 - 2012
Prudential Insurance 1985 - 1994
Skills
Disability Insurance, Commercial Insurance, Health Insurance, Insurance, Brokers, Sales, Property & Casualty..., Employee Benefits, Workers Compensation, Management, Health Savings Accounts, Reinsurance, Underwriting, Managed Care, Strategy, Health Care Reform, Medicare, Senior Executive..., Account Management, Group Insurance, Healthcare
Education
Dartmouth College
A.B. Government
USI Insurance Services November 2013 - Present
Crystal & Company September 2012 - May 2013
Horizon Blue Cross Blue Shield of New Jersey 1994 - 2012
Prudential Insurance 1985 - 1994
Skills
Disability Insurance, Commercial Insurance, Health Insurance, Insurance, Brokers, Sales, Property & Casualty..., Employee Benefits, Workers Compensation, Management, Health Savings Accounts, Reinsurance, Underwriting, Managed Care, Strategy, Health Care Reform, Medicare, Senior Executive..., Account Management, Group Insurance, Healthcare
Education
Dartmouth College
A.B. Government
christine lathrop's USI Insurance Services Experience May 2015 - July 2015
Job Camp Counselor at Girl Scouts of America
Industry
Experience
Girl Scouts of America June 2015 - August 2015
USI Insurance Services May 2015 - July 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Chapman University 2013 — 2017
Political Science and Government, junior
City University London 2015 — 2015
international politics, sophomore
Girl Scouts of America June 2015 - August 2015
USI Insurance Services May 2015 - July 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Chapman University 2013 — 2017
Political Science and Government, junior
City University London 2015 — 2015
international politics, sophomore
Kristin A. Sprows's USI Insurance Services Experience September 2014 - December 2014
Job Senior Account Manager at Quest Diagnostics
Industry Health, Wellness and Fitness
Experience
Quest Diagnostics Health & Wellness Services January 2015 - Present
USI Insurance Services September 2014 - December 2014
USI Insurance Services August 2014 - September 2014
The Vitality Group Inc. November 2012 - July 2014
Weight Watchers June 2011 - November 2012
Plus One Holdings March 2002 - June 2011
DJO, LLC March 2010 - May 2011
World Instructor Training Schools October 2009 - February 2011
Pfizer Inc Health and Fitness Center December 2005 - December 2009
Plus One Holdings March 2004 - December 2005
Skills
Strategic Partner..., Health & Wellness, Strategic Planning, Account Management, Employee Wellness, Employee Benefits, Strategic Communications, Program Management, Customer Service, Exercise Physiology, Benefits Design, Marketing, Employee Wellness..., Benefits Administration, Plan Implementation, Fitness, Personal Training, Fitness Training, Wellness, Corporations, Strategic Partnerships, Nutrition, Logistics, Sales Operations, B2B2C, Wellness Coaching, Exercise Prescription, Health Education, Strength Training, Nutritional Counseling, Strength & Conditioning, Pain Management, Healthcare, Leadership, Sports Medicine, Athletic Training, Event Management, B2B, Injury Prevention, Sports Nutrition, Training, Weight Training, Sports Injuries, Customer Engagement, Incentive Programs, Microsoft CRM, People-oriented, Exercise, Extensive Computer..., Lifestyle Coaching
Education
Pohs Institute 2014 — 2014
License, Life/Accident/Health
West Chester University of Pennsylvania 1996 — 1998
BS, Exercise Science
College of Saint Elizabeth 2007 — 2009
None, Foods and Nutrition Masters Program
Misericordia University 1993 — 1995
None, Physical Therapy
Quest Diagnostics Health & Wellness Services January 2015 - Present
USI Insurance Services September 2014 - December 2014
USI Insurance Services August 2014 - September 2014
The Vitality Group Inc. November 2012 - July 2014
Weight Watchers June 2011 - November 2012
Plus One Holdings March 2002 - June 2011
DJO, LLC March 2010 - May 2011
World Instructor Training Schools October 2009 - February 2011
Pfizer Inc Health and Fitness Center December 2005 - December 2009
Plus One Holdings March 2004 - December 2005
Skills
Strategic Partner..., Health & Wellness, Strategic Planning, Account Management, Employee Wellness, Employee Benefits, Strategic Communications, Program Management, Customer Service, Exercise Physiology, Benefits Design, Marketing, Employee Wellness..., Benefits Administration, Plan Implementation, Fitness, Personal Training, Fitness Training, Wellness, Corporations, Strategic Partnerships, Nutrition, Logistics, Sales Operations, B2B2C, Wellness Coaching, Exercise Prescription, Health Education, Strength Training, Nutritional Counseling, Strength & Conditioning, Pain Management, Healthcare, Leadership, Sports Medicine, Athletic Training, Event Management, B2B, Injury Prevention, Sports Nutrition, Training, Weight Training, Sports Injuries, Customer Engagement, Incentive Programs, Microsoft CRM, People-oriented, Exercise, Extensive Computer..., Lifestyle Coaching
Education
Pohs Institute 2014 — 2014
License, Life/Accident/Health
West Chester University of Pennsylvania 1996 — 1998
BS, Exercise Science
College of Saint Elizabeth 2007 — 2009
None, Foods and Nutrition Masters Program
Misericordia University 1993 — 1995
None, Physical Therapy
Janet Dunetz's USI Insurance Services Experience January 2014 - January 2015
Job Legal Assistant at Ofeck & Heinze
Industry Executive Office
Experience
USI Insurance Services January 2014 - January 2015
Richard Oscar & Associates May 2012 - December 2013
Kincaid Vocational & Rehabilitation Services October 2006 - April 2012
Promark Direct Marketing Concepts, Inc. March 1997 - October 2006
Skills
Organization Management, Oral and Written..., Computer Proficiency, Research, Administrative..., Entrepreneurship, New Hire Training, Customer Acquisition, Customer Service, Career Assessment, Multi Tasking, Problem Solving, Critical Thinking, Analytical Skills, Project Management, Communication, New Business Development, Organizational..., Account Management, Outlook, Team Building, Community Outreach, Nonprofits, Marketing, Microsoft Excel
Education
Hunter College 1980 — 1983
Master's degree, Secondary Education and Teaching, 10-12 high school
City University of New York-Herbert H. Lehman College 1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching, 10-12
Villa Maria Academy 1971 — 1975
Regents Diploma, Academic, 9-12
USI Insurance Services January 2014 - January 2015
Richard Oscar & Associates May 2012 - December 2013
Kincaid Vocational & Rehabilitation Services October 2006 - April 2012
Promark Direct Marketing Concepts, Inc. March 1997 - October 2006
Skills
Organization Management, Oral and Written..., Computer Proficiency, Research, Administrative..., Entrepreneurship, New Hire Training, Customer Acquisition, Customer Service, Career Assessment, Multi Tasking, Problem Solving, Critical Thinking, Analytical Skills, Project Management, Communication, New Business Development, Organizational..., Account Management, Outlook, Team Building, Community Outreach, Nonprofits, Marketing, Microsoft Excel
Education
Hunter College 1980 — 1983
Master's degree, Secondary Education and Teaching, 10-12 high school
City University of New York-Herbert H. Lehman College 1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching, 10-12
Villa Maria Academy 1971 — 1975
Regents Diploma, Academic, 9-12
Deanna Hauser AINS, API's USI Insurance Services Experience October 2014 - March 2015
Job Commercial Lines IT Tester
Industry Insurance
Experience
Cincinnati Financial Corporation March 2015 - Present
USI Insurance Services October 2014 - March 2015
Preferred Protectors Insurance Agency March 2014 - October 2014
Clark-Theders Insurance Agency, Inc. March 2012 - March 2014
Schiff Insurance Agency May 1999 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Social Media, Event Planning, Leadership, Insurance, Sales, Property & Casualty...
Education
Xavier University 2003 — 2007
Bachelor's degree, Marketing/Marketing Management, General
Cincinnati State Technical and Community College 1999 — 2002
Associate's degree, Marketing/Marketing Management, General
Colerain High School
Cincinnati Financial Corporation March 2015 - Present
USI Insurance Services October 2014 - March 2015
Preferred Protectors Insurance Agency March 2014 - October 2014
Clark-Theders Insurance Agency, Inc. March 2012 - March 2014
Schiff Insurance Agency May 1999 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Social Media, Event Planning, Leadership, Insurance, Sales, Property & Casualty...
Education
Xavier University 2003 — 2007
Bachelor's degree, Marketing/Marketing Management, General
Cincinnati State Technical and Community College 1999 — 2002
Associate's degree, Marketing/Marketing Management, General
Colerain High School
Gail Kummet Gail Kummet's USI Insurance Services Experience May 2014 - July 2015
Job CSR Tri County Insurance Agency, Sauk Rapids, MN
Industry Insurance
Experience
Tri-County Insurance Agency August 2015 - Present
USI Insurance Services May 2014 - July 2015
Wells Fargo Insurance Services October 1995 - May 2014
AAA Minnesota Iowa Auto Assn April 1976 - October 1995
Skills
Commercial Insurance, Customer Service, Underwriting, Account Management, Marketing, Liability, Professional Liability, Property & Casualty..., Claims Management, Surety Bonds, Casualty Insurance
Education
The National Alliance for Insurance Education & Research 1997 — 1997
CISR
Dakota County Technical College 1975 — 1976
Travel
Hastings High School
Tri-County Insurance Agency August 2015 - Present
USI Insurance Services May 2014 - July 2015
Wells Fargo Insurance Services October 1995 - May 2014
AAA Minnesota Iowa Auto Assn April 1976 - October 1995
Skills
Commercial Insurance, Customer Service, Underwriting, Account Management, Marketing, Liability, Professional Liability, Property & Casualty..., Claims Management, Surety Bonds, Casualty Insurance
Education
The National Alliance for Insurance Education & Research 1997 — 1997
CISR
Dakota County Technical College 1975 — 1976
Travel
Hastings High School
Gil Gillespie's USI Insurance Services Experience June 2015 - Present
Job Commercial Lines Intern at USI Insurance Services
Industry
Experience
USI Insurance Services June 2015 - Present
EDENS : Connective Retail 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Leadership
Education
The University of Georgia 2012 — 2017
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, Sports Management
CIMBA
USI Insurance Services June 2015 - Present
EDENS : Connective Retail 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Leadership
Education
The University of Georgia 2012 — 2017
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, Sports Management
CIMBA
Adrianna Ramos-Bailey Adrianna Ramos-Bailey's USI Insurance Services Experience April 2015 - Present
Job Staff Accountant at USI Insurance Services
Industry Accounting
Experience
USI Insurance Services April 2015 - Present
City of Buffalo - Board of Education July 2014 - March 2015
Bureau Veritas April 2014 - July 2014
S&E Jewelers July 2010 - March 2014
Nexus Direct August 2009 - June 2010
Hope House Foundation July 2007 - October 2009
K. Van Bourgondien & Sons June 2006 - October 2008
Skills
Accounts Receivable, QuickBooks, Sales, Accounting, Inventory Management, Microsoft Excel, Microsoft Office, Customer Service, Invoicing, Facebook, Outlook, Social Media Marketing, Leadership, Microsoft Word, Data Analysis, Accounts Payable, Human Resources, Financial Policies &..., Job Scheduling, Data Entry, Payroll, Spreadsheets, Social Networking, Bookkeeping, Account Reconciliation, Financial Reporting, General Ledger
Education
Buffalo State College 2013 — 2015
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management
Bryant and Stratton College 2010 — 2013
Bachelor of Business Administration (B.B.A.), General Management
Bryant and Stratton College-Virginia Beach 2007 — 2010
Associate of Arts (AA), Accounting
USI Insurance Services April 2015 - Present
City of Buffalo - Board of Education July 2014 - March 2015
Bureau Veritas April 2014 - July 2014
S&E Jewelers July 2010 - March 2014
Nexus Direct August 2009 - June 2010
Hope House Foundation July 2007 - October 2009
K. Van Bourgondien & Sons June 2006 - October 2008
Skills
Accounts Receivable, QuickBooks, Sales, Accounting, Inventory Management, Microsoft Excel, Microsoft Office, Customer Service, Invoicing, Facebook, Outlook, Social Media Marketing, Leadership, Microsoft Word, Data Analysis, Accounts Payable, Human Resources, Financial Policies &..., Job Scheduling, Data Entry, Payroll, Spreadsheets, Social Networking, Bookkeeping, Account Reconciliation, Financial Reporting, General Ledger
Education
Buffalo State College 2013 — 2015
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management
Bryant and Stratton College 2010 — 2013
Bachelor of Business Administration (B.B.A.), General Management
Bryant and Stratton College-Virginia Beach 2007 — 2010
Associate of Arts (AA), Accounting
Deanna Napier Deanna Napier's USI Insurance Services Experience May 2000 - Present
Job Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2000 - Present
Skills
Insurance, Brokers, Property & Casualty..., Commercial Insurance, Underwriting, D&O, Health Insurance, Risk Management, Management, Professional Liability, Workers Compensation
Education
Colorado State University
Bachelor of Science (B.S.)
Colorado State University
USI Insurance Services May 2000 - Present
Skills
Insurance, Brokers, Property & Casualty..., Commercial Insurance, Underwriting, D&O, Health Insurance, Risk Management, Management, Professional Liability, Workers Compensation
Education
Colorado State University
Bachelor of Science (B.S.)
Colorado State University
Philip Samuels Philip Samuels's USI Insurance Services Experience 2011 - Present
Job President at USI
Industry Insurance
Experience
USI Insurance Services 2011 - Present
SoundBoard Angel Fund 2012 - Present
The Amerisc Corp. July 1996 - January 2011
Aetna 1977 - 1981
Skills
Insurance, Microsoft Office, Sales Management, Real Estate, Angel Investing, Property & Casualty..., Risk Analysis, Venture Capital, Underwriting, Strategy, Leadership, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2002 — 2009
Executive Leadership
University of Miami - School of Business 1973 — 1977
Bachelor's Degree
Columbia University in the City of New York
Guest Lecturer, Insurance and Risk Management
USI Insurance Services 2011 - Present
SoundBoard Angel Fund 2012 - Present
The Amerisc Corp. July 1996 - January 2011
Aetna 1977 - 1981
Skills
Insurance, Microsoft Office, Sales Management, Real Estate, Angel Investing, Property & Casualty..., Risk Analysis, Venture Capital, Underwriting, Strategy, Leadership, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2002 — 2009
Executive Leadership
University of Miami - School of Business 1973 — 1977
Bachelor's Degree
Columbia University in the City of New York
Guest Lecturer, Insurance and Risk Management
Brandon Muskopf's USI Insurance Services Experience August 2010 - August 2012
Job Sales Executive at InterWest Insurance Services
Industry Information Services
Experience
InterWest Insurance Services August 2012 - Present
USI Insurance Services August 2010 - August 2012
ADP July 2005 - August 2010
Skills
Salesforce.com, Sales Process, Account Management, Cold Calling, Sales Management, Solution Selling, New Business Development, Sales, Lead Generation, B2B, Sales Operations, Employee Benefits, Business Development, Negotiation, CRM, Strategic Partnerships, Team Leadership
Education
CSU Chico 1997 — 1999
BS, MIS/POMG
Gonzaga University 1995 — 1996
Business Administration and Management, General
InterWest Insurance Services August 2012 - Present
USI Insurance Services August 2010 - August 2012
ADP July 2005 - August 2010
Skills
Salesforce.com, Sales Process, Account Management, Cold Calling, Sales Management, Solution Selling, New Business Development, Sales, Lead Generation, B2B, Sales Operations, Employee Benefits, Business Development, Negotiation, CRM, Strategic Partnerships, Team Leadership
Education
CSU Chico 1997 — 1999
BS, MIS/POMG
Gonzaga University 1995 — 1996
Business Administration and Management, General
Kelly Arciniega, CISR's USI Insurance Services Experience January 2006 - November 2008
Job Account Manager at Venbrook
Industry Insurance
Experience
Venbrook January 2014 - Present
Venbrook December 2012 - December 2013
Venbrook August 2010 - August 2012
Instrumental Music Company January 2010 - August 2011
ASCAP January 2009 - June 2009
USI Insurance Services January 2006 - November 2008
Skills
Workers Compensation, Underwriting, Brokers, Casualty, Professional Liability, General Insurance, Commercial Property..., Casualty Insurance
Education
California State University-Northridge 2005 — 2009
BA, Music Industry Studies
Venbrook January 2014 - Present
Venbrook December 2012 - December 2013
Venbrook August 2010 - August 2012
Instrumental Music Company January 2010 - August 2011
ASCAP January 2009 - June 2009
USI Insurance Services January 2006 - November 2008
Skills
Workers Compensation, Underwriting, Brokers, Casualty, Professional Liability, General Insurance, Commercial Property..., Casualty Insurance
Education
California State University-Northridge 2005 — 2009
BA, Music Industry Studies
Eric Park's USI Insurance Services Experience October 2013 - May 2014
Job Int'l Energy Casualty Underwriter at Zurich
Industry Insurance
Experience
Zurich North America June 2014 - Present
USI Insurance Services October 2013 - May 2014
The Republic Group October 2012 - May 2013
Group Excellence March 2011 - May 2011
Skills
Insurance, Microsoft Office, Teamwork, Property & Casualty..., Risk Management, Goal Oriented, Analytical Skills, Team Leadership, General Insurance, Underwriting, Financial Analysis, Commercial Insurance, Claim, Customer Service, Liability, Microsoft Excel
Education
University of North Texas 2011 — 2014
Bachelor's Degree, Risk management and Insurance, Graduated May 2014
Tulsa Community College 2005 — 2009
Associate's degree in Business Management, Business Administration and Management, General
College of Southern Nevada 2007 — 2008
Hotel Management, Hotel/Motel Administration/Management
Zurich North America June 2014 - Present
USI Insurance Services October 2013 - May 2014
The Republic Group October 2012 - May 2013
Group Excellence March 2011 - May 2011
Skills
Insurance, Microsoft Office, Teamwork, Property & Casualty..., Risk Management, Goal Oriented, Analytical Skills, Team Leadership, General Insurance, Underwriting, Financial Analysis, Commercial Insurance, Claim, Customer Service, Liability, Microsoft Excel
Education
University of North Texas 2011 — 2014
Bachelor's Degree, Risk management and Insurance, Graduated May 2014
Tulsa Community College 2005 — 2009
Associate's degree in Business Management, Business Administration and Management, General
College of Southern Nevada 2007 — 2008
Hotel Management, Hotel/Motel Administration/Management
Della Burton Della Burton's USI Insurance Services Experience July 2002 - May 2005
Job Senior Account Executive
Industry Insurance
Experience
Momentous Insurance Brokerage, Inc. April 2015 - Present
Robertson Taylor August 2013 - April 2015
Bachrach and Associates December 2011 - August 2013
Wescom Credit Union April 2010 - November 2011
Brown & Brown December 2007 - February 2009
FH Mortgage May 2005 - January 2007
USI Insurance Services July 2002 - May 2005
Skills
Insurance, Underwriting, Outlook, General Insurance, Property, AMS360, TAM, Lotus Notes, New Business Development, Brokers, Casualty Insurance, Commercial Insurance, Customer Retention, D, Employment Practices..., Legal Liability, Professional Liability, Liability, Property
Education
Clark State Community College 2009 — 2010
Incomplete
BHS 1995 — 1998
High School Diploma
Momentous Insurance Brokerage, Inc. April 2015 - Present
Robertson Taylor August 2013 - April 2015
Bachrach and Associates December 2011 - August 2013
Wescom Credit Union April 2010 - November 2011
Brown & Brown December 2007 - February 2009
FH Mortgage May 2005 - January 2007
USI Insurance Services July 2002 - May 2005
Skills
Insurance, Underwriting, Outlook, General Insurance, Property, AMS360, TAM, Lotus Notes, New Business Development, Brokers, Casualty Insurance, Commercial Insurance, Customer Retention, D, Employment Practices..., Legal Liability, Professional Liability, Liability, Property
Education
Clark State Community College 2009 — 2010
Incomplete
BHS 1995 — 1998
High School Diploma
Lily Herrera Lily Herrera's USI Insurance Services Experience October 2007 - September 2008
Job Underwriting Technical Assistant at ULLICO
Industry Insurance
Experience
ULLICO May 2012 - Present
Townsend Management, Inc August 2010 - May 2012
USI Insurance Services October 2007 - September 2008
Chartis January 2007 - October 2007
Skills
Type 60 wpm, Microsoft Office, Underwriting, Property & Casualty...
Education
City College of San Francisco 1987 — 2013
Certificate, Office Technology
ULLICO May 2012 - Present
Townsend Management, Inc August 2010 - May 2012
USI Insurance Services October 2007 - September 2008
Chartis January 2007 - October 2007
Skills
Type 60 wpm, Microsoft Office, Underwriting, Property & Casualty...
Education
City College of San Francisco 1987 — 2013
Certificate, Office Technology
Ida Shook, MBA, CIC, CISR, AINS's USI Insurance Services Experience April 2015 - Present
Job National Commercial Lines Training Team Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2015 - Present
USI Insurance Services July 2014 - April 2015
Berry Insurance Group, Inc. December 2012 - June 2014
DeVry University February 2011 - March 2013
DeVry University October 2011 - November 2012
DeVry University June 2010 - October 2011
DeVry University July 2009 - June 2010
DeVry University September 2008 - June 2009
Clark-Theders Insurance May 2000 - September 2008
Cincinnati Financial Corporation July 1996 - May 2000
Skills
Development & delivery..., Webinars, Web Conferences, Virtual Training, Presentation Development, PowerPoint development, Presentations, Multiple Priorities, Team Building, Supervisory Experience, Team Leadership, Planning, Coaching, Problem Solving, Project Management, Project Planning, Project Coordination, Insurance, CIC, New Business Development, Account Management, Portfolio Management, Customer Relations, Customer Service, Teamwork, Teaching, Classroom Delivery, E-learning Modules, Positive Team Player, Positive Can-do Attitude, Microsoft Office, Excel, PowerPoint, Word, Dependable Team Player, Professional Account..., New Account Management, Instructor-led Training, MBA, Property & Casualty..., Commercial Insurance, Licensed Property &..., Adult Education, Microsoft Excel, Program Management, Management, Training, Strategic Planning, Performance Management, Risk Management
Education
Keller Graduate School of Management 2010 — 2013
MHRM, Master of Human Resources Management
Keller Graduate School of Manamgent 2009 — 2010
MBA, Master of Business Administration, Marketing, 3.875
DeVry University 2006 — 2008
Bachelor of Business Administration, Sales and Marketing, 3.825
Columbus State Community College 1991 — 1994
Associate of Science, Business Management
Northland High School
USI Insurance Services April 2015 - Present
USI Insurance Services July 2014 - April 2015
Berry Insurance Group, Inc. December 2012 - June 2014
DeVry University February 2011 - March 2013
DeVry University October 2011 - November 2012
DeVry University June 2010 - October 2011
DeVry University July 2009 - June 2010
DeVry University September 2008 - June 2009
Clark-Theders Insurance May 2000 - September 2008
Cincinnati Financial Corporation July 1996 - May 2000
Skills
Development & delivery..., Webinars, Web Conferences, Virtual Training, Presentation Development, PowerPoint development, Presentations, Multiple Priorities, Team Building, Supervisory Experience, Team Leadership, Planning, Coaching, Problem Solving, Project Management, Project Planning, Project Coordination, Insurance, CIC, New Business Development, Account Management, Portfolio Management, Customer Relations, Customer Service, Teamwork, Teaching, Classroom Delivery, E-learning Modules, Positive Team Player, Positive Can-do Attitude, Microsoft Office, Excel, PowerPoint, Word, Dependable Team Player, Professional Account..., New Account Management, Instructor-led Training, MBA, Property & Casualty..., Commercial Insurance, Licensed Property &..., Adult Education, Microsoft Excel, Program Management, Management, Training, Strategic Planning, Performance Management, Risk Management
Education
Keller Graduate School of Management 2010 — 2013
MHRM, Master of Human Resources Management
Keller Graduate School of Manamgent 2009 — 2010
MBA, Master of Business Administration, Marketing, 3.875
DeVry University 2006 — 2008
Bachelor of Business Administration, Sales and Marketing, 3.825
Columbus State Community College 1991 — 1994
Associate of Science, Business Management
Northland High School
Stephen Santellan Stephen Santellan's USI Insurance Services Experience July 2012 - Present
Job Property & Casualty Account Manager at USI Southwest
Industry Insurance
Experience
USI Insurance Services July 2012 - Present
USI Insurance Services January 2012 - July 2012
Xceed Financial Credit Union February 2009 - December 2011
Credit Union of Texas August 2008 - February 2009
Skills
Citrix Metaframe, Check 21, Cash Handling, Banking, Word, Excel, Outlook, Customer Service, Customer Relations, Insurance
Education
University of North Texas 2008 — 2012
BBA, Risk Management and Insurance
University of North Texas 2008 — 2012
B.S, Risk Management and Insurance
Collin County Community College 2007 — 2008
USI Insurance Services July 2012 - Present
USI Insurance Services January 2012 - July 2012
Xceed Financial Credit Union February 2009 - December 2011
Credit Union of Texas August 2008 - February 2009
Skills
Citrix Metaframe, Check 21, Cash Handling, Banking, Word, Excel, Outlook, Customer Service, Customer Relations, Insurance
Education
University of North Texas 2008 — 2012
BBA, Risk Management and Insurance
University of North Texas 2008 — 2012
B.S, Risk Management and Insurance
Collin County Community College 2007 — 2008
Danielle Negherbon, GBA's USI Insurance Services Experience April 2005 - Present
Job Employee Benefits Client Manager
Industry Insurance
Experience
USI Insurance Services April 2005 - Present
Willis 2008 - 2014
Scripps Treasure Coast Newspaper November 1998 - March 2005
Skills
Employee Engagement, Employee Benefits, Benefits Administration, Advertising, Health Savings Accounts, Insurance, Workers Compensation, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Brokers, Customer Service, COBRA
Education
Central Michigan University 1993 — 1996
BAA, Graphic Design and Advertising
Michigan State University 1991 — 1993
Bachelor of Applied Arts in Graphic Design, Graphic Design / Advertising
USI Insurance Services April 2005 - Present
Willis 2008 - 2014
Scripps Treasure Coast Newspaper November 1998 - March 2005
Skills
Employee Engagement, Employee Benefits, Benefits Administration, Advertising, Health Savings Accounts, Insurance, Workers Compensation, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Brokers, Customer Service, COBRA
Education
Central Michigan University 1993 — 1996
BAA, Graphic Design and Advertising
Michigan State University 1991 — 1993
Bachelor of Applied Arts in Graphic Design, Graphic Design / Advertising
Phillip Downes Phillip Downes's USI Insurance Services Experience June 2012 - April 2013
Job ETHICS ADVISOR at Boeing
Industry Aviation & Aerospace
Experience
Boeing April 2013 - Present
USI Insurance Services June 2012 - April 2013
Washington State Executive Ethics Board October 2011 - March 2012
Avanade June 2009 - December 2009
Skills
Business Ethics, Business Compliance, Governmental Ethics
Education
Central Washington University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy
Boeing April 2013 - Present
USI Insurance Services June 2012 - April 2013
Washington State Executive Ethics Board October 2011 - March 2012
Avanade June 2009 - December 2009
Skills
Business Ethics, Business Compliance, Governmental Ethics
Education
Central Washington University 2006 — 2010
Bachelor of Arts (B.A.), Philosophy
Bob Harnett's USI Insurance Services Experience January 2015 - Present
Job
Industry Insurance
Experience
USI Insurance Services January 2015 - Present
Skills
Employee Benefits, Compliance, Strategic Planning, Health, Insurance, Life Insurance, Benefits Administration, Healthcare, ERISA, Health Savings Accounts, Health Insurance, Human Resources, Risk Management, Medicare, Underwriting, Employee Engagement, Term Life Insurance, Management, Long-term Care, Health Policy, Health Care Reform, Workers Compensation, Commercial Insurance, Professional Liability, 401k, Property & Casualty..., Employment Practices..., D&O
Education
Colgate University 1980 — 1984
Bachelor of Arts, History and Political Science
Marymount University 1992 — 1995
MBA, Business Administration
Canterbury School 1976 — 1980
USI Insurance Services January 2015 - Present
Skills
Employee Benefits, Compliance, Strategic Planning, Health, Insurance, Life Insurance, Benefits Administration, Healthcare, ERISA, Health Savings Accounts, Health Insurance, Human Resources, Risk Management, Medicare, Underwriting, Employee Engagement, Term Life Insurance, Management, Long-term Care, Health Policy, Health Care Reform, Workers Compensation, Commercial Insurance, Professional Liability, 401k, Property & Casualty..., Employment Practices..., D&O
Education
Colgate University 1980 — 1984
Bachelor of Arts, History and Political Science
Marymount University 1992 — 1995
MBA, Business Administration
Canterbury School 1976 — 1980
David Bachrach David Bachrach's USI Insurance Services Experience January 2007 - January 2010
Job Senior Vice President | Employee Benefits Consulting / Human Capital Consulting | Risk Management Consulting
Industry Insurance
Experience
Willis March 2012 - Present
Lockton Companies February 2010 - March 2012
USI Insurance Services January 2007 - January 2010
Bachrach & Associates January 1987 - January 2007
Skills
Account Management, Employee Benefits, Insurance, Program Management, Property & Casualty..., Risk Management, Strategic Planning, Workers Compensation, Financial Services, Strategy, Life Insurance, Health Savings Accounts, Health Insurance, Underwriting, Brokers
Education
County College of Morris
Associates, Business Admininstration and Economics
Willis March 2012 - Present
Lockton Companies February 2010 - March 2012
USI Insurance Services January 2007 - January 2010
Bachrach & Associates January 1987 - January 2007
Skills
Account Management, Employee Benefits, Insurance, Program Management, Property & Casualty..., Risk Management, Strategic Planning, Workers Compensation, Financial Services, Strategy, Life Insurance, Health Savings Accounts, Health Insurance, Underwriting, Brokers
Education
County College of Morris
Associates, Business Admininstration and Economics
Jill Hutt's USI Insurance Services Experience 2009 - 2010
Job Director of Member Services at Greater Philadelphia Business Coalition on Health
Industry Health, Wellness and Fitness
Experience
Greater Philadelphia Business Coalition on Health July 2013 - Present
Independence Blue Cross 2010 - 2012
USI Insurance Services 2009 - 2010
CorCell, Inc. 2005 - 2009
Cityscape Designs, LLC 2001 - 2005
Hutt Marketing Associates 1999 - 2000
Independence Blue Cross 1988 - 1999
Skills
Business Development, Health Policy, Sales & Marketing..., Health Benefits..., Entrepreneurship, Relationship Management, Project Management, Regulatory Compliance, Product Development, Health Insurance, Team Building, Sales, Public Speaking, Program Management, Marketing, Leadership, Management, Start-ups, Team Leadership, Marketing Strategy, Healthcare
Education
Thomas Jefferson University 2012 — 2015
Master of Science, Health Policy
Thomas Jefferson University
Graduate Certificate, Health Policy
Bucknell University
BSBA, Business Administration
Greater Philadelphia Business Coalition on Health July 2013 - Present
Independence Blue Cross 2010 - 2012
USI Insurance Services 2009 - 2010
CorCell, Inc. 2005 - 2009
Cityscape Designs, LLC 2001 - 2005
Hutt Marketing Associates 1999 - 2000
Independence Blue Cross 1988 - 1999
Skills
Business Development, Health Policy, Sales & Marketing..., Health Benefits..., Entrepreneurship, Relationship Management, Project Management, Regulatory Compliance, Product Development, Health Insurance, Team Building, Sales, Public Speaking, Program Management, Marketing, Leadership, Management, Start-ups, Team Leadership, Marketing Strategy, Healthcare
Education
Thomas Jefferson University 2012 — 2015
Master of Science, Health Policy
Thomas Jefferson University
Graduate Certificate, Health Policy
Bucknell University
BSBA, Business Administration
Felicia Bolton Felicia Bolton's USI Insurance Services Experience July 2015 - Present
Job EB Account Manager at USI Southwest
Industry Insurance
Experience
USI Insurance Services July 2015 - Present
Humana April 2014 - Present
Humana June 2013 - April 2014
BCBSNC October 2008 - May 2013
BLUE CROSS BLUE SHIELD OF NC August 2007 - October 2008
Harvest Christian Bookstore May 2006 - May 2007
HARVEST LIFE CHANGERS CHURCH, INTERNATIONAL October 2003 - May 2007
Skills
Event Planning, Church Music, Typing, Account Reconciliation, Accounts Payable, Accounts Receivable, Travel Planning, Executive Level..., IP PBX, Phone Etiquette, Customer Service, Human Resources, Employee Benefits, Editing, Government Proposals, Travel Arrangements, Training Manuals, Newsletters, Ten Key, Teamwork, Open Enrollment, Help Desk Support, Video Conferencing, Church Services, Teacher Training, Presentation Folders, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, People-oriented, PeopleSoft, Internet Explorer, Workers' Compensation..., Lotus Notes, Siebel, Meeting Maker, Mobius, Microsoft Publisher, Oracle HR, Groupwise, Photoshop, Microsoft Office, Inform System (Humana), Spectrum, SharePoint, COBRA, Insurance, Sales, Health Insurance
Education
Colorado Technical University 2011 — 2014
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General, 3.80
Colorado Tech University 2009 — 2010
Associates Degree, Business Administration, Management and Operations, 3.76
Northern Virginia Community College 2003 — 2004
N/A, Interior Design, 3.5
USI Insurance Services July 2015 - Present
Humana April 2014 - Present
Humana June 2013 - April 2014
BCBSNC October 2008 - May 2013
BLUE CROSS BLUE SHIELD OF NC August 2007 - October 2008
Harvest Christian Bookstore May 2006 - May 2007
HARVEST LIFE CHANGERS CHURCH, INTERNATIONAL October 2003 - May 2007
Skills
Event Planning, Church Music, Typing, Account Reconciliation, Accounts Payable, Accounts Receivable, Travel Planning, Executive Level..., IP PBX, Phone Etiquette, Customer Service, Human Resources, Employee Benefits, Editing, Government Proposals, Travel Arrangements, Training Manuals, Newsletters, Ten Key, Teamwork, Open Enrollment, Help Desk Support, Video Conferencing, Church Services, Teacher Training, Presentation Folders, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, People-oriented, PeopleSoft, Internet Explorer, Workers' Compensation..., Lotus Notes, Siebel, Meeting Maker, Mobius, Microsoft Publisher, Oracle HR, Groupwise, Photoshop, Microsoft Office, Inform System (Humana), Spectrum, SharePoint, COBRA, Insurance, Sales, Health Insurance
Education
Colorado Technical University 2011 — 2014
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General, 3.80
Colorado Tech University 2009 — 2010
Associates Degree, Business Administration, Management and Operations, 3.76
Northern Virginia Community College 2003 — 2004
N/A, Interior Design, 3.5
Aimee Henkell Aimee Henkell's USI Insurance Services Experience February 2003 - June 2005
Job Executive Assistant with 10+ years of experience supporting CLevel Management always open to new opportunities
Industry Executive Office
Experience
Work Market February 2015 - Present
Medidata Solutions July 2013 - August 2014
817 Fifth Avenue Condominums November 2012 - July 2013
LF USA (subsidiary of Li & Fung Trading, Inc.) April 2007 - November 2012
Burson-Marsteller December 2005 - February 2007
USI Insurance Services February 2003 - June 2005
First Great-West Life & Annuity September 1998 - February 2003
Red Apple Group October 1996 - September 1998
Skills
Outlook, PowerPoint, Microsoft Word, Lotus Notes, SharePoint, Microsoft Excel, PeopleSoft, SAP, Invoicing, Concur, OS X, Visio, Training, Wordperfect, ADP Payroll, NYS Notary Public, OrgPlus, Axiom, Keynote, Pages, iPhoto, Numbers, Event Planning, Event Management, Corporate Events, NetSuite, Time Management, Microsoft Office
Education
Thomas Edison State College
City University of New York City College
City University of New York-Queens College 2007 — 2010
Katharine Gibbs School
Work Market February 2015 - Present
Medidata Solutions July 2013 - August 2014
817 Fifth Avenue Condominums November 2012 - July 2013
LF USA (subsidiary of Li & Fung Trading, Inc.) April 2007 - November 2012
Burson-Marsteller December 2005 - February 2007
USI Insurance Services February 2003 - June 2005
First Great-West Life & Annuity September 1998 - February 2003
Red Apple Group October 1996 - September 1998
Skills
Outlook, PowerPoint, Microsoft Word, Lotus Notes, SharePoint, Microsoft Excel, PeopleSoft, SAP, Invoicing, Concur, OS X, Visio, Training, Wordperfect, ADP Payroll, NYS Notary Public, OrgPlus, Axiom, Keynote, Pages, iPhoto, Numbers, Event Planning, Event Management, Corporate Events, NetSuite, Time Management, Microsoft Office
Education
Thomas Edison State College
City University of New York City College
City University of New York-Queens College 2007 — 2010
Katharine Gibbs School
Chantel Skelley's USI Insurance Services Experience February 2011 - April 2014
Job Account Executive at Barnard Donnegan Insurance Agency BDI
Industry Insurance
Experience
Barnard Donegan Insurance Agency - BDI April 2014 - Present
USI Insurance Services February 2011 - April 2014
USI Affinity Travel Insurance Services February 2011 - 2012
Allstate April 2010 - February 2011
Time Warner Cable September 2008 - March 2010
Verizon Wireless November 2007 - May 2008
Armstrong Cable September 2006 - November 2007
Altmeyers November 2005 - September 2006
United States Postal Service October 2004 - November 2005
Skills
Property & Casualty..., Insurance, Umbrella Insurance, Casualty, Professional Liability, Legal Liability, Brokers, Liability, Underwriting, General Insurance, Health Insurance, D&O, Employment Practices..., Inland Marine, Homeowners
Education
Butler County Community College 2003 — 2005
Associate's degree, Legal Administrative Assistant/Secretary
Butler County Community College 2003 — 2005
Barnard Donegan Insurance Agency - BDI April 2014 - Present
USI Insurance Services February 2011 - April 2014
USI Affinity Travel Insurance Services February 2011 - 2012
Allstate April 2010 - February 2011
Time Warner Cable September 2008 - March 2010
Verizon Wireless November 2007 - May 2008
Armstrong Cable September 2006 - November 2007
Altmeyers November 2005 - September 2006
United States Postal Service October 2004 - November 2005
Skills
Property & Casualty..., Insurance, Umbrella Insurance, Casualty, Professional Liability, Legal Liability, Brokers, Liability, Underwriting, General Insurance, Health Insurance, D&O, Employment Practices..., Inland Marine, Homeowners
Education
Butler County Community College 2003 — 2005
Associate's degree, Legal Administrative Assistant/Secretary
Butler County Community College 2003 — 2005
Pamela Pettinato's USI Insurance Services Experience May 2012 - October 2014
Job Bookkeeper at Studer Properties, LLP
Industry Medical Practice
Experience
Studer Properties, LLP February 2015 - Present
USI Insurance Services May 2012 - October 2014
Gulf Coast Orthopaedic Specialists April 2006 - July 2011
Families Count August 1999 - February 2006
Double A Provisions April 1991 - February 1995
Skills
Human Resources, Benefits Administration, Onboarding, Employee Relations, HR Report, Interviewing Skills, Job Analysis, HRIS, EEO Compliance, Performance Management, Recruiting, Affirmative Action..., I-9 Compliance, Microsoft Office, Accounts Payable, Customer Service, Microsoft Excel, Outlook, Accounts Receivable, Data Entry, PowerPoint, Payroll, Public Speaking, Team Building, Employee Benefits, Invoicing, Payroll Administration, Quickbooks Pro, New Hire Orientations, Employee Recruitment, Employee Training and..., Conference Coordination, Compensation & Benefits, Report Development, Bookkeeping, Executive..., Bank Reconciliation, Scheduling, Accounting, Finance, General Ledger, Leadership, Strategic Planning, Administration, Training, Microsoft Word, Leadership Development
Education
Columbia Southern University 2013 — 2015
Bachelor’s Degree, Business Administration, Human Resources Management and Operations, 3.9
Pensacola State College 2010 — 2012
Associate of Science (A.S.), Accounting and Business/Management, 3.5
Studer Properties, LLP February 2015 - Present
USI Insurance Services May 2012 - October 2014
Gulf Coast Orthopaedic Specialists April 2006 - July 2011
Families Count August 1999 - February 2006
Double A Provisions April 1991 - February 1995
Skills
Human Resources, Benefits Administration, Onboarding, Employee Relations, HR Report, Interviewing Skills, Job Analysis, HRIS, EEO Compliance, Performance Management, Recruiting, Affirmative Action..., I-9 Compliance, Microsoft Office, Accounts Payable, Customer Service, Microsoft Excel, Outlook, Accounts Receivable, Data Entry, PowerPoint, Payroll, Public Speaking, Team Building, Employee Benefits, Invoicing, Payroll Administration, Quickbooks Pro, New Hire Orientations, Employee Recruitment, Employee Training and..., Conference Coordination, Compensation & Benefits, Report Development, Bookkeeping, Executive..., Bank Reconciliation, Scheduling, Accounting, Finance, General Ledger, Leadership, Strategic Planning, Administration, Training, Microsoft Word, Leadership Development
Education
Columbia Southern University 2013 — 2015
Bachelor’s Degree, Business Administration, Human Resources Management and Operations, 3.9
Pensacola State College 2010 — 2012
Associate of Science (A.S.), Accounting and Business/Management, 3.5
Albert Gambetti's USI Insurance Services Experience January 2006 - April 2007
Job CEO
Industry Management Consulting
Experience
The River City Company June 2007 - Present
Affinity Group Administrators, AWTG, Inc. December 2001 - Present
Health Cost Management August 2009 - December 2010
Rubicon Global Asset Management June 2007 - August 2009
USI Insurance Services January 2006 - April 2007
Intregra Group October 2005 - October 2006
The River City Company August 1997 - December 2001
New York Life November 1993 - July 1997
Mariposa Press September 1989 - November 1993
Liberty Mutual Insurance February 1977 - September 1989
Skills
Business Planning, Mentoring, Customer Relations, Budgeting, B2B, Strategy Development, Start-ups, Business Strategy, Management Consulting, Risk Management, New Business Development, Executive Management, Strategic Planning, Competitive Analysis, Financial Analysis, P&L Management, Venture Capital, Team Building, International Business, Compliance, Marketing Strategy, Insurance, Contract Negotiation, Business Process..., Organizational..., Business Analysis, Contract Negotiations, Budgets, Strategy, Workers Compensation, Leadership, Human Resources, Negotiation, Finance, Sales Operations, Product Development, Marketing, Management, Analysis, Entrepreneurship, Policy, Employee Benefits, Sales
Education
California State University-Sacramento 1997 — 2001
B.S., 3 BS degree's in Finance, International Business, Risk Management
Københavns Universitet 1999 — 2000
BS, International Business
The River City Company June 2007 - Present
Affinity Group Administrators, AWTG, Inc. December 2001 - Present
Health Cost Management August 2009 - December 2010
Rubicon Global Asset Management June 2007 - August 2009
USI Insurance Services January 2006 - April 2007
Intregra Group October 2005 - October 2006
The River City Company August 1997 - December 2001
New York Life November 1993 - July 1997
Mariposa Press September 1989 - November 1993
Liberty Mutual Insurance February 1977 - September 1989
Skills
Business Planning, Mentoring, Customer Relations, Budgeting, B2B, Strategy Development, Start-ups, Business Strategy, Management Consulting, Risk Management, New Business Development, Executive Management, Strategic Planning, Competitive Analysis, Financial Analysis, P&L Management, Venture Capital, Team Building, International Business, Compliance, Marketing Strategy, Insurance, Contract Negotiation, Business Process..., Organizational..., Business Analysis, Contract Negotiations, Budgets, Strategy, Workers Compensation, Leadership, Human Resources, Negotiation, Finance, Sales Operations, Product Development, Marketing, Management, Analysis, Entrepreneurship, Policy, Employee Benefits, Sales
Education
California State University-Sacramento 1997 — 2001
B.S., 3 BS degree's in Finance, International Business, Risk Management
Københavns Universitet 1999 — 2000
BS, International Business
Kate Belcamino's USI Insurance Services Experience February 2009 - December 2010
Job Aetna Pharmacy Management
Industry Insurance
Experience
Aetna, Inc November 2010 - Present
USI Insurance Services February 2009 - December 2010
Aetna, Inc January 1999 - December 2008
Skills
Employee Benefits, Project Management, Benefits Administration, Claim, Managed Care, Insurance, HIPAA, Health Insurance, Medicare, Healthcare, Process Improvement
Education
Central Connecticut State University 1991 — 1995
BA, Communication
Aetna, Inc November 2010 - Present
USI Insurance Services February 2009 - December 2010
Aetna, Inc January 1999 - December 2008
Skills
Employee Benefits, Project Management, Benefits Administration, Claim, Managed Care, Insurance, HIPAA, Health Insurance, Medicare, Healthcare, Process Improvement
Education
Central Connecticut State University 1991 — 1995
BA, Communication
Sharon Wysocki's USI Insurance Services Experience February 2011 - June 2011
Job Manager, Financial Analysis at Fujifilm
Industry Consumer Goods
Experience
Fujifilm June 2011 - Present
USI Insurance Services February 2011 - June 2011
THE READERS DIGEST ASSOCIATION December 2007 - February 2010
The Reader's Digest Association March 2005 - December 2007
Home/Health and Entertainment July 1996 - March 2005
ATLAS EDITIONS (FORMERLY NEWFIELD PUBLICATIONS) July 1986 - June 1996
Skills
Microsoft Office, Forecasting, Sarbanes-Oxley, Process Improvement, Auditing, Staff Development, Financial Reporting, Financial Analysis, Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, Variance Analysis, Financial Modeling, Strategic Financial..., Cash Flow, Managerial Finance, Budgets, Accounting, Analysis, Microsoft Excel
Education
Central Connecticut State University
Bachelor of Science
Westbrook College 1984 — 1986
Associates of Science
Fujifilm June 2011 - Present
USI Insurance Services February 2011 - June 2011
THE READERS DIGEST ASSOCIATION December 2007 - February 2010
The Reader's Digest Association March 2005 - December 2007
Home/Health and Entertainment July 1996 - March 2005
ATLAS EDITIONS (FORMERLY NEWFIELD PUBLICATIONS) July 1986 - June 1996
Skills
Microsoft Office, Forecasting, Sarbanes-Oxley, Process Improvement, Auditing, Staff Development, Financial Reporting, Financial Analysis, Essbase, Hyperion Enterprise, Sarbanes-Oxley Act, Variance Analysis, Financial Modeling, Strategic Financial..., Cash Flow, Managerial Finance, Budgets, Accounting, Analysis, Microsoft Excel
Education
Central Connecticut State University
Bachelor of Science
Westbrook College 1984 — 1986
Associates of Science
Analisa Angeles's USI Insurance Services Experience December 2012 - Present
Job Account Manager at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services December 2012 - Present
Skills
Insurance, Microsoft Excel, Accounting, Marketing, Access, Data Analysis, Business Analysis, Microsoft Office, Lotus Notes, HIPAA, Databases, Microsoft Word, Customer Service, PowerPoint, Health Insurance, Analysis
Education
California State University-Northridge 2005 — 2007
Bachelor of Science (BS), Finance, General
Oxnard College
Associate of Arts (AA), Business Administration and Management, General
Oxnard College
Associate of Science (AS), Accounting
USI Insurance Services December 2012 - Present
Skills
Insurance, Microsoft Excel, Accounting, Marketing, Access, Data Analysis, Business Analysis, Microsoft Office, Lotus Notes, HIPAA, Databases, Microsoft Word, Customer Service, PowerPoint, Health Insurance, Analysis
Education
California State University-Northridge 2005 — 2007
Bachelor of Science (BS), Finance, General
Oxnard College
Associate of Arts (AA), Business Administration and Management, General
Oxnard College
Associate of Science (AS), Accounting
Jim Carrah's USI Insurance Services Experience August 2010 - Present
Job Sr. Vice President, Employee Benefits Consultant USI
Industry Insurance
Experience
USI Insurance Services August 2010 - Present
Willis North America (formerly HRH) October 2003 - August 2010
Hilb Rogal & Hobbs 2003 - 2008
Bozzuto Associates, Inc. March 1995 - June 2003
Skills
Employee Benefit..., Health Insurance, Employee Benefits, Insurance, Disability Insurance, Self Funding, Stop Loss, Benefits Analysis, Population Risk..., Strategic Planning, Healthcare, Brokers, Risk Management, Health Savings Accounts, Self-funded, Medicare, COBRA, Legal Liability, Long-term Care, Casualty, 401k, Life Insurance, Claim, Commercial Insurance, Reinsurance, Health Care Reform, Claims Management
Education
Central Connecticut State University
Business, Communications
USI Insurance Services August 2010 - Present
Willis North America (formerly HRH) October 2003 - August 2010
Hilb Rogal & Hobbs 2003 - 2008
Bozzuto Associates, Inc. March 1995 - June 2003
Skills
Employee Benefit..., Health Insurance, Employee Benefits, Insurance, Disability Insurance, Self Funding, Stop Loss, Benefits Analysis, Population Risk..., Strategic Planning, Healthcare, Brokers, Risk Management, Health Savings Accounts, Self-funded, Medicare, COBRA, Legal Liability, Long-term Care, Casualty, 401k, Life Insurance, Claim, Commercial Insurance, Reinsurance, Health Care Reform, Claims Management
Education
Central Connecticut State University
Business, Communications
Sheila K. Arestad, MS, CEBS, CMS's USI Insurance Services Experience July 1998 - December 2006
Job at Cummings, Fraser & Associates, LLC
Industry Insurance
Experience
Cummings, Fraser & Associates, LLC January 2010 - Present
Kibble & Prentice, a USI Company December 2006 - June 2009
USI Insurance Services July 1998 - December 2006
Skills
Employee Benefits, Brokers, Health Insurance, Office Administration, Archives, Benefits Administration, Health Savings Accounts, Disability Insurance, Employee Relations, Account Management, Life Insurance, Health Care Reform, Insurance, Term Life Insurance, COBRA
Education
Columbia University in the City of New York
MS
University of Washington
BA
Cummings, Fraser & Associates, LLC January 2010 - Present
Kibble & Prentice, a USI Company December 2006 - June 2009
USI Insurance Services July 1998 - December 2006
Skills
Employee Benefits, Brokers, Health Insurance, Office Administration, Archives, Benefits Administration, Health Savings Accounts, Disability Insurance, Employee Relations, Account Management, Life Insurance, Health Care Reform, Insurance, Term Life Insurance, COBRA
Education
Columbia University in the City of New York
MS
University of Washington
BA
Brian Sturges's USI Insurance Services Experience August 2007 - March 2010
Job Individual & Corporate Retirement Solutions
Industry Financial Services
Experience
Finance Matters, LLC / Sturges Financial January 2011 - Present
HUB International Insurance Services May 2010 - January 2011
USI Insurance Services August 2007 - March 2010
Skills
Employee Benefits, Investments, Management, Program Management, Business Planning, Retirement, Deferred Compensation, Insurance, Retirement Planning
Education
California State University-Sacramento 1991 — 1995
Finance, Criminal Justice
Finance Matters, LLC / Sturges Financial January 2011 - Present
HUB International Insurance Services May 2010 - January 2011
USI Insurance Services August 2007 - March 2010
Skills
Employee Benefits, Investments, Management, Program Management, Business Planning, Retirement, Deferred Compensation, Insurance, Retirement Planning
Education
California State University-Sacramento 1991 — 1995
Finance, Criminal Justice
Steve Lathrop's USI Insurance Services Experience June 2008 - Present
Job Sr Vice President, USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2008 - Present
U.S. Navy Reserve 1992 - Present
Benefit Partners February 2000 - June 2008
Skills
Insurance, Strategic Planning, Health Insurance, Budgets, Risk Management, Analysis, Leadership, Team Building, Employee Benefits, Change Management, Process Improvement, Navy, Program Management, Military Operations, Management, Military, Project Planning, DoD, Executive Management, Logistics, Training, Mergers & Acquisitions, Workers Compensation, Performance Management, Operational Planning, Government, Organizational..., Leadership Development, Security Clearance, Team Leadership, Military Logistics, Organizational..., Policy, Military Experience, Operations Management, Defense, National Security, Human Resources, Risk Assessment, Top Secret, Command, Cross-functional Team..., Intelligence Analysis, Government Contracting, Information Assurance, Intelligence, Tactics, Army, Counterterrorism, Crisis Management
Education
Claremont Graduate University 1985 — 1986
Master of Business Administration (MBA), Finance, Accounting & Strategic Management
Cal Poly Pomona 1982 — 1984
Bachelor of Science (BS), Economics
USI Insurance Services June 2008 - Present
U.S. Navy Reserve 1992 - Present
Benefit Partners February 2000 - June 2008
Skills
Insurance, Strategic Planning, Health Insurance, Budgets, Risk Management, Analysis, Leadership, Team Building, Employee Benefits, Change Management, Process Improvement, Navy, Program Management, Military Operations, Management, Military, Project Planning, DoD, Executive Management, Logistics, Training, Mergers & Acquisitions, Workers Compensation, Performance Management, Operational Planning, Government, Organizational..., Leadership Development, Security Clearance, Team Leadership, Military Logistics, Organizational..., Policy, Military Experience, Operations Management, Defense, National Security, Human Resources, Risk Assessment, Top Secret, Command, Cross-functional Team..., Intelligence Analysis, Government Contracting, Information Assurance, Intelligence, Tactics, Army, Counterterrorism, Crisis Management
Education
Claremont Graduate University 1985 — 1986
Master of Business Administration (MBA), Finance, Accounting & Strategic Management
Cal Poly Pomona 1982 — 1984
Bachelor of Science (BS), Economics
Terry Weber's USI Insurance Services Experience 1997 - 1999
Job Controller and Chief Accounting Officer at Eagle Bancorp
Industry Financial Services
Experience
Eagle Bancorp 2008 - Present
Municipal Mortgage & Equity March 2007 - December 2008
Fannie Mae Corporation 2005 - 2007
Providian Financial May 1999 - July 2005
SPL WorldGroup 1997 - 1999
USI Insurance Services 1997 - 1999
Education
California State University-Sacramento 1987 — 1993
Eagle Bancorp 2008 - Present
Municipal Mortgage & Equity March 2007 - December 2008
Fannie Mae Corporation 2005 - 2007
Providian Financial May 1999 - July 2005
SPL WorldGroup 1997 - 1999
USI Insurance Services 1997 - 1999
Education
California State University-Sacramento 1987 — 1993
Donald Woods's USI Insurance Services Experience December 2013 - Present
Job CEO USI Mountain Region
Industry Insurance
Experience
USI Insurance Services December 2013 - Present
Estabrook Investors January 2012 - December 2013
Van Gilder Insurance (Acquired by USI December 2013) September 2012 - November 2013
Community Bankshares Inc. October 1989 - October 2011
Drexel Burnham Lambert 1985 - 1989
The Northern Trust Company 1980 - 1984
Skills
Underwriting, Risk Management, Professional Liability, Insurance, Mergers, Strategic Planning, Employee Benefits, Private Equity, Employment Practices..., Financial Analysis, Captives, D&O, Banking, Commercial Banking, Due Diligence, Credit, Fund Of Funds, Property & Casualty..., Commercial Insurance
Education
City University London 1984 — 1985
MBA, International Finance
University of Denver 1978 — 1979
BSBA
University of Colorado at Boulder 1975 — 1977
Finance
North Carolina Outward Bound School 1974 — 1974
USI Insurance Services December 2013 - Present
Estabrook Investors January 2012 - December 2013
Van Gilder Insurance (Acquired by USI December 2013) September 2012 - November 2013
Community Bankshares Inc. October 1989 - October 2011
Drexel Burnham Lambert 1985 - 1989
The Northern Trust Company 1980 - 1984
Skills
Underwriting, Risk Management, Professional Liability, Insurance, Mergers, Strategic Planning, Employee Benefits, Private Equity, Employment Practices..., Financial Analysis, Captives, D&O, Banking, Commercial Banking, Due Diligence, Credit, Fund Of Funds, Property & Casualty..., Commercial Insurance
Education
City University London 1984 — 1985
MBA, International Finance
University of Denver 1978 — 1979
BSBA
University of Colorado at Boulder 1975 — 1977
Finance
North Carolina Outward Bound School 1974 — 1974
Gregg Pontrelli's USI Insurance Services Experience 2005 - Present
Job Account Manager at USI New England
Industry Insurance
Experience
USI New England 2014 - Present
USI Insurance Services 2005 - Present
Blue Cross & Blue Shield of RI 1983 - 2005
Skills
Employee Benefits, Health Insurance, Brokers, Health Savings Accounts, Insurance, Disability Insurance
Education
Community College of Rhode Island 1979 — 1981
Business Admin
USI New England 2014 - Present
USI Insurance Services 2005 - Present
Blue Cross & Blue Shield of RI 1983 - 2005
Skills
Employee Benefits, Health Insurance, Brokers, Health Savings Accounts, Insurance, Disability Insurance
Education
Community College of Rhode Island 1979 — 1981
Business Admin
Greg Andelin's USI Insurance Services Experience June 2015 - Present
Job Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
First Merchants Insurance Group June 2011 - June 2015
Brown & Brown of Indiana January 2008 - May 2011
Diversified Insurance Brokerage Group January 2001 - January 2008
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Benefits Administration, Brokers, Life Insurance, Term Life Insurance, Health Savings Accounts, Retirement Planning, Customer Service, Property & Casualty..., Strategic Planning, Workers Compensation
Education
Butler University 1995 — 1999
Bachlors, Business Administration
USI Insurance Services June 2015 - Present
First Merchants Insurance Group June 2011 - June 2015
Brown & Brown of Indiana January 2008 - May 2011
Diversified Insurance Brokerage Group January 2001 - January 2008
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Benefits Administration, Brokers, Life Insurance, Term Life Insurance, Health Savings Accounts, Retirement Planning, Customer Service, Property & Casualty..., Strategic Planning, Workers Compensation
Education
Butler University 1995 — 1999
Bachlors, Business Administration
Randy Setsma's USI Insurance Services Experience November 2005 - Present
Job Employee Benefits Consultant at USI Insurance
Industry Insurance
Experience
CLC Network September 2011 - Present
USI Insurance Services November 2005 - Present
Skills
Employee Benefits, Strategic Planning, Spanish, Benefits Administration, Public Speaking, Underwriting, Employee Engagement, Health Insurance, Insurance, Team Building, Teaching, Strategy, Leadership, Nonprofits, Customer Service, Management, Sales
Education
Indiana University Bloomington 2003 — 2005
M.A.
Calvin College 1995 — 1999
B.A
Grand Rapids Christian 1991 — 1995
CLC Network September 2011 - Present
USI Insurance Services November 2005 - Present
Skills
Employee Benefits, Strategic Planning, Spanish, Benefits Administration, Public Speaking, Underwriting, Employee Engagement, Health Insurance, Insurance, Team Building, Teaching, Strategy, Leadership, Nonprofits, Customer Service, Management, Sales
Education
Indiana University Bloomington 2003 — 2005
M.A.
Calvin College 1995 — 1999
B.A
Grand Rapids Christian 1991 — 1995
Colm Healy's USI Insurance Services Experience February 2006 - March 2007
Job Assistant Controller at USI Insurance Services
Industry Insurance
Experience
USi March 2007 - Present
USI Insurance Services February 2006 - March 2007
Barrett Burke Wilson 2005 - 2006
Affiliated Computer Services 2004 - 2005
USI Insurance Services 2000 - 2004
Smith, Lange & Phillips LLP 1997 - 2000
Heller & Company 1997 - 1997
MacSweeney & Co. 1990 - 1996
Skills
General Ledger, Sarbanes-Oxley Act, Budgets, Internal Controls, Corporate Tax, Insurance, Managerial Finance, Accounting, Auditing, Financial Analysis, Financial Reporting, Accounts Receivable, GAAP, Accounts Payable, Account Reconciliation, SEC filings, Finance, Strategic Financial..., Variance Analysis, Financial Audits, Internal Audit, Financial Planning, Financial Accounting, Tax, Financial Statements, Forecasting
Education
Cork Institute of Technology 1985 — 1990
CPA, Institute of Certified Public Accountants in Ireland
Colaiste Chriost Ri
Cork Institute of Technology
CPA, Accounting, Auditing, Taxation
USi March 2007 - Present
USI Insurance Services February 2006 - March 2007
Barrett Burke Wilson 2005 - 2006
Affiliated Computer Services 2004 - 2005
USI Insurance Services 2000 - 2004
Smith, Lange & Phillips LLP 1997 - 2000
Heller & Company 1997 - 1997
MacSweeney & Co. 1990 - 1996
Skills
General Ledger, Sarbanes-Oxley Act, Budgets, Internal Controls, Corporate Tax, Insurance, Managerial Finance, Accounting, Auditing, Financial Analysis, Financial Reporting, Accounts Receivable, GAAP, Accounts Payable, Account Reconciliation, SEC filings, Finance, Strategic Financial..., Variance Analysis, Financial Audits, Internal Audit, Financial Planning, Financial Accounting, Tax, Financial Statements, Forecasting
Education
Cork Institute of Technology 1985 — 1990
CPA, Institute of Certified Public Accountants in Ireland
Colaiste Chriost Ri
Cork Institute of Technology
CPA, Accounting, Auditing, Taxation
Alex Hermosura's USI Insurance Services Experience 2003 - 2010
Job Enterprise Engineer at HUB International Limited
Industry Insurance
Experience
Hub International August 2012 - Present
CCI Financial and Insurance Solutions March 2010 - July 2012
USI Insurance Services 2003 - 2010
Oberthur Card Systems 1996 - 2004
Skills
VMware, Citrix, Windows Server, Operating Systems, System Administration, Cisco Technologies, Microsoft Exchange, Firewalls, Networking, VoIP, VMware ESX, Active Directory, IT Management, ITIL, SharePoint, Servers, Troubleshooting, Blackberry Enterprise..., Windows, Virtualization, Data Center, VMware Infrastructure, Storage Area Networks, System Deployment, Switches, Server Administration, NAS, Network Security, Routers, Network Administration, Group Policy, Integration, Disaster Recovery, Security
Education
ITT Technical Institute 2003 — 2005
Associates in Applied Science Degree, Computer Network Systems
California State University-East Bay 1996 — 2000
BS, Computer Science
Hub International August 2012 - Present
CCI Financial and Insurance Solutions March 2010 - July 2012
USI Insurance Services 2003 - 2010
Oberthur Card Systems 1996 - 2004
Skills
VMware, Citrix, Windows Server, Operating Systems, System Administration, Cisco Technologies, Microsoft Exchange, Firewalls, Networking, VoIP, VMware ESX, Active Directory, IT Management, ITIL, SharePoint, Servers, Troubleshooting, Blackberry Enterprise..., Windows, Virtualization, Data Center, VMware Infrastructure, Storage Area Networks, System Deployment, Switches, Server Administration, NAS, Network Security, Routers, Network Administration, Group Policy, Integration, Disaster Recovery, Security
Education
ITT Technical Institute 2003 — 2005
Associates in Applied Science Degree, Computer Network Systems
California State University-East Bay 1996 — 2000
BS, Computer Science
Margaret Rainsford's USI Insurance Services Experience October 2004 - August 2007
Job
Industry Nonprofit Organization Management
Experience
One on One Physical Therapy October 2010 - Present
Coney Island Auto Parts August 2009 - July 2010
SUNY Cortland January 2009 - May 2009
SUNY Cortland May 2008 - May 2009
SUNY Cortland July 2008 - December 2008
USI Insurance Services October 2004 - August 2007
Senack Real Estate June 2002 - October 2004
Bloomberg January 2001 - September 2001
Skills
Data Entry, Event Planning, PowerPoint, Microsoft Word, Nonprofits, Social Media, Social Media Marketing, Higher Education, Student Affairs, Microsoft Office, Google Docs, Public Speaking, Microsoft Excel, Social Networking, Event Management
Education
State University of New York College at Cortland 2007 — 2009
B.S., Geographic Information Systems, Environmental Studies Concentration
City University of New York-Brooklyn College
Political Science and Government
One on One Physical Therapy October 2010 - Present
Coney Island Auto Parts August 2009 - July 2010
SUNY Cortland January 2009 - May 2009
SUNY Cortland May 2008 - May 2009
SUNY Cortland July 2008 - December 2008
USI Insurance Services October 2004 - August 2007
Senack Real Estate June 2002 - October 2004
Bloomberg January 2001 - September 2001
Skills
Data Entry, Event Planning, PowerPoint, Microsoft Word, Nonprofits, Social Media, Social Media Marketing, Higher Education, Student Affairs, Microsoft Office, Google Docs, Public Speaking, Microsoft Excel, Social Networking, Event Management
Education
State University of New York College at Cortland 2007 — 2009
B.S., Geographic Information Systems, Environmental Studies Concentration
City University of New York-Brooklyn College
Political Science and Government
Marybeth Harrington LaFauci's USI Insurance Services Experience November 2014 - Present
Job Chief Sales and Marketing Officer, New England at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
USI Insurance Services October 2013 - November 2014
USI Insurance Services September 2011 - October 2013
Textron Systems November 2002 - August 2011
Cengage Learning 1995 - 2000
PricewaterhouseCoopers January 1992 - January 1995
Skills
Mergers, Financial Analysis, Strategic Planning, Hyperion Enterprise, Forecasting, Acquisition Integration, Strategic Financial..., Process Improvement, Six Sigma, Financial Modeling, Financial Reporting, Budgets, Change Management, Risk Management, Cross-functional Team..., Analysis, Project Management, New Business Development, Management, Finance, Business Development, Program Management, Leadership, Performance Management, Team Leadership, Mergers & Acquisitions, Strategy, Sarbanes-Oxley Act
Education
Northeastern University - Graduate School of Business Administration 1990 — 1991
MBA
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.)
North Andover High School
USI Insurance Services November 2014 - Present
USI Insurance Services October 2013 - November 2014
USI Insurance Services September 2011 - October 2013
Textron Systems November 2002 - August 2011
Cengage Learning 1995 - 2000
PricewaterhouseCoopers January 1992 - January 1995
Skills
Mergers, Financial Analysis, Strategic Planning, Hyperion Enterprise, Forecasting, Acquisition Integration, Strategic Financial..., Process Improvement, Six Sigma, Financial Modeling, Financial Reporting, Budgets, Change Management, Risk Management, Cross-functional Team..., Analysis, Project Management, New Business Development, Management, Finance, Business Development, Program Management, Leadership, Performance Management, Team Leadership, Mergers & Acquisitions, Strategy, Sarbanes-Oxley Act
Education
Northeastern University - Graduate School of Business Administration 1990 — 1991
MBA
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.)
North Andover High School
Mathew O'Leary's USI Insurance Services Experience August 2012 - May 2013
Job Senior Sales Executive, Core Accounts
Industry Insurance
Experience
Blue Shield of California July 2015 - Present
Cigna July 2013 - June 2015
USI Insurance Services August 2012 - May 2013
Aetna November 2004 - February 2012
Aetna Health Plans August 2002 - November 2004
Watson Wyatt Worldwide June 2001 - July 2002
PacifiCare Health Systems June 2000 - June 2001
Prudential Healthcare July 1994 - June 2000
Prudential Insurance 1987 - 2000
Prudential Healthcare November 1987 - June 1994
Skills
Employee Benefits, Brokers, Insurance, Underwriting, Disability Insurance, Managed Care, Medicare, Strategic Planning, Health Savings Accounts, Account Management, Health Policy, Healthcare, Team Building, New Business Development, Customer Retention, Accident, Workers Compensation, Life Insurance, Sales, Benefits Administration, Human Resources, Management, Vendor Management, Self-funded, Health Care Reform, COBRA, Term Life Insurance, Claim, Group Insurance
Education
California State University-Northridge 1984 — 1985
BA, Urban Planning
UCLA 1977 — 1979
Environmental Science
Blue Shield of California July 2015 - Present
Cigna July 2013 - June 2015
USI Insurance Services August 2012 - May 2013
Aetna November 2004 - February 2012
Aetna Health Plans August 2002 - November 2004
Watson Wyatt Worldwide June 2001 - July 2002
PacifiCare Health Systems June 2000 - June 2001
Prudential Healthcare July 1994 - June 2000
Prudential Insurance 1987 - 2000
Prudential Healthcare November 1987 - June 1994
Skills
Employee Benefits, Brokers, Insurance, Underwriting, Disability Insurance, Managed Care, Medicare, Strategic Planning, Health Savings Accounts, Account Management, Health Policy, Healthcare, Team Building, New Business Development, Customer Retention, Accident, Workers Compensation, Life Insurance, Sales, Benefits Administration, Human Resources, Management, Vendor Management, Self-funded, Health Care Reform, COBRA, Term Life Insurance, Claim, Group Insurance
Education
California State University-Northridge 1984 — 1985
BA, Urban Planning
UCLA 1977 — 1979
Environmental Science
Armando Castro's USI Insurance Services Experience November 2010 - Present
Job Vice President, Benefit Consulting at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2010 - Present
Waldorf School of Orange County 2009 - 2011
CitiFinancial October 2009 - November 2010
Citi Financial January 2007 - September 2009
Wachovia Dealer Services August 2002 - January 2007
CitiFinancial August 2000 - August 2002
City of Long Beach 2001 - 2002
Mellen Air Manufacturing 1993 - 1995
King Medical Supply 1992 - 1992
King Medical Supply 1992 - 1992
Skills
Business Development, Strategic Planning, Competitive Analysis, Finance, Negotiation, CRM
Education
California State University-Dominguez Hills 1985 — 1985
N/A, Business Finance
Long Beach City College 1980 — 1983
N/A, Business Management
USI Insurance Services November 2010 - Present
Waldorf School of Orange County 2009 - 2011
CitiFinancial October 2009 - November 2010
Citi Financial January 2007 - September 2009
Wachovia Dealer Services August 2002 - January 2007
CitiFinancial August 2000 - August 2002
City of Long Beach 2001 - 2002
Mellen Air Manufacturing 1993 - 1995
King Medical Supply 1992 - 1992
King Medical Supply 1992 - 1992
Skills
Business Development, Strategic Planning, Competitive Analysis, Finance, Negotiation, CRM
Education
California State University-Dominguez Hills 1985 — 1985
N/A, Business Finance
Long Beach City College 1980 — 1983
N/A, Business Management
Jason LeBeouf's USI Insurance Services Experience April 2005 - Present
Job Vice President Employee Benefits, Health Insurance Broker
Industry Insurance
Experience
USI Insurance Services April 2005 - Present
Skills
Health Insurance, Brokers, Employee Benefits, Disability Insurance, Insurance, Workers Compensation, Health Savings Accounts, Property & Casualty..., Underwriting, Benefits Administration, Long-term Care, Commercial Insurance, Life Insurance, Strategic Planning, Account Management, Risk Management, COBRA, Customer Service, Sales Management, General Insurance, Legal Liability, Group Medical, Term Life Insurance
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S., Agribusiness
Central Catholic High School 1997 — 2000
High School
USI Insurance Services April 2005 - Present
Skills
Health Insurance, Brokers, Employee Benefits, Disability Insurance, Insurance, Workers Compensation, Health Savings Accounts, Property & Casualty..., Underwriting, Benefits Administration, Long-term Care, Commercial Insurance, Life Insurance, Strategic Planning, Account Management, Risk Management, COBRA, Customer Service, Sales Management, General Insurance, Legal Liability, Group Medical, Term Life Insurance
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S., Agribusiness
Central Catholic High School 1997 — 2000
High School
Deanna Moyeda's USI Insurance Services Experience 2000 - 2008
Job Account Executive at HUB International
Industry Insurance
Experience
HUB International August 2015 - Present
Lockton Companies August 2011 - Present
Robertson Taylor April 2008 - August 2011
USI Insurance Services 2000 - 2008
Skills
Insurance, Customer Service, Marketing, New Business Development, Call Center, Microsoft Excel, Microsoft Office, Strategic Planning, Negotiation, Project Management, Liability, Account Management, Management, Casualty, Casualty Insurance
Education
Cal State San Marcos 1995 — 1997
BA, Literature & Writing
Orange Coast College 1992 — 1995
Associate of Arts (AA), English Language and Literature/Letters
HUB International August 2015 - Present
Lockton Companies August 2011 - Present
Robertson Taylor April 2008 - August 2011
USI Insurance Services 2000 - 2008
Skills
Insurance, Customer Service, Marketing, New Business Development, Call Center, Microsoft Excel, Microsoft Office, Strategic Planning, Negotiation, Project Management, Liability, Account Management, Management, Casualty, Casualty Insurance
Education
Cal State San Marcos 1995 — 1997
BA, Literature & Writing
Orange Coast College 1992 — 1995
Associate of Arts (AA), English Language and Literature/Letters
Christa Leonard's USI Insurance Services Experience July 1996 - March 2000
Job Financial Executive
Industry Financial Services
Experience
Artistic Studios Ltd., LLC August 2011 - October 2013
Formation Brands March 2010 - April 2011
Westaff June 2008 - March 2009
Prudential California, Texas & Nevada Realty June 2006 - June 2008
Westaff, Inc. November 2000 - April 2006
USI Insurance Services July 1996 - March 2000
ROBERTS SCHULTZ & CO., CPA January 1995 - January 1996
WALLACE MEYER & CO., CPA January 1992 - January 1994
KPMG PEAT MARWICK & CO., CPA January 1987 - January 1992
Skills
Internal Controls, Mergers & Acquisitions, Forecasting, Accounting, Financial Reporting, Financial Analysis, Finance, Budgets, Auditing, Leadership, Mergers, General Ledger, Business Planning, Cash Management, Risk Management
Education
California State University-Hayward - School of Business and Economics
BS, Business Administration
Artistic Studios Ltd., LLC August 2011 - October 2013
Formation Brands March 2010 - April 2011
Westaff June 2008 - March 2009
Prudential California, Texas & Nevada Realty June 2006 - June 2008
Westaff, Inc. November 2000 - April 2006
USI Insurance Services July 1996 - March 2000
ROBERTS SCHULTZ & CO., CPA January 1995 - January 1996
WALLACE MEYER & CO., CPA January 1992 - January 1994
KPMG PEAT MARWICK & CO., CPA January 1987 - January 1992
Skills
Internal Controls, Mergers & Acquisitions, Forecasting, Accounting, Financial Reporting, Financial Analysis, Finance, Budgets, Auditing, Leadership, Mergers, General Ledger, Business Planning, Cash Management, Risk Management
Education
California State University-Hayward - School of Business and Economics
BS, Business Administration
Keti Mehta, PCC's USI Insurance Services Experience March 2013 - July 2015
Job Chief Human Resources Officer at Alliance & Board Member at the TriState Diversity Council
Industry Human Resources
Experience
Alliance Building Services July 2015 - Present
PA & Tri-State Diversity Councils May 2014 - Present
USI Insurance Services March 2013 - July 2015
EMC June 2011 - 2013
Morgan Stanley December 2009 - 2011
Israel Discount Bank December 1998 - December 2009
Skills
Executive Coaching, Strategic Negotiations, Talent Development, Change Management, Conflict Resolution, Relationship Driving, Succession Planning, Strategic Partnerships, Executive Relationship, Talent Acquisition, Talent Management, Inter-personal, Organizational..., Leadership Development, Executive BrandBuilding, Strategy, Training, Leadership, HRIS, Personnel Management, Program Management, Coaching, Business Development, Business Strategy, Management, Performance Management, Employee Engagement, Employee Relations, Onboarding, Deferred Compensation, Career Development, Organizational Design, Benefits Administration, Organizational..., Workforce Planning, Hiring, HR Consulting, HR Policies, Employee Training, HR Transformation, Mentoring, Mergers, Strategic Planning, Training, Mergers & Acquisitions
Education
Massachusetts School of Professional Psychology 2011 — 2012
Graduate Program, Executive Coaching
Charter Oak State College
Bachelor of Arts, Psychology
Cornell University
Certificate in Strategic Human Resources Leadership
Alliance Building Services July 2015 - Present
PA & Tri-State Diversity Councils May 2014 - Present
USI Insurance Services March 2013 - July 2015
EMC June 2011 - 2013
Morgan Stanley December 2009 - 2011
Israel Discount Bank December 1998 - December 2009
Skills
Executive Coaching, Strategic Negotiations, Talent Development, Change Management, Conflict Resolution, Relationship Driving, Succession Planning, Strategic Partnerships, Executive Relationship, Talent Acquisition, Talent Management, Inter-personal, Organizational..., Leadership Development, Executive BrandBuilding, Strategy, Training, Leadership, HRIS, Personnel Management, Program Management, Coaching, Business Development, Business Strategy, Management, Performance Management, Employee Engagement, Employee Relations, Onboarding, Deferred Compensation, Career Development, Organizational Design, Benefits Administration, Organizational..., Workforce Planning, Hiring, HR Consulting, HR Policies, Employee Training, HR Transformation, Mentoring, Mergers, Strategic Planning, Training, Mergers & Acquisitions
Education
Massachusetts School of Professional Psychology 2011 — 2012
Graduate Program, Executive Coaching
Charter Oak State College
Bachelor of Arts, Psychology
Cornell University
Certificate in Strategic Human Resources Leadership
Marifel Divinsky's USI Insurance Services Experience December 1996 - April 2010
Job Account Executive at Hub International
Industry Insurance
Experience
Hub International 2013 - Present
Momentous Insurance Brokerage, Inc. April 2010 - October 2013
USI Insurance Services December 1996 - April 2010
Skills
Insurance, Health Insurance, Brokers, Underwriting, Disability Insurance, Employee Benefits, Life Insurance, Health Savings Accounts, Account Management, Term Life Insurance, Sales, Long-term Care, Health Care Reform, Benefits Administration, Risk Management, Sales Management, Team Building
Education
California State University-Northridge 1990 — 1994
BA, Philosophy
Hub International 2013 - Present
Momentous Insurance Brokerage, Inc. April 2010 - October 2013
USI Insurance Services December 1996 - April 2010
Skills
Insurance, Health Insurance, Brokers, Underwriting, Disability Insurance, Employee Benefits, Life Insurance, Health Savings Accounts, Account Management, Term Life Insurance, Sales, Long-term Care, Health Care Reform, Benefits Administration, Risk Management, Sales Management, Team Building
Education
California State University-Northridge 1990 — 1994
BA, Philosophy
Mary Ellen Pierson's USI Insurance Services Experience May 2000 - September 2002
Job 25 years of Insurance: Management,and Sales
Industry Insurance
Experience
GNW-Evergreen Insurance Services March 2007 - March 2012
Scanlon, Guerra, Burke Insurance Brokers April 2002 - March 2007
USI Insurance Services May 2000 - September 2002
Skills
Organizational..., Strategic Leadership, Change Management, Underwriting, Brokers, Employee Benefits, Commercial Insurance, Health Insurance, Claim, Reinsurance, Disability Insurance, Life Insurance, Excess, Inland Marine, Claims Management, Risk Management
Education
Phillips Graduate Institute 2013 — 2016
PsyD, Organizational Management and Consulting
California Lutheran University 1999 — 2003
MA, Public Administration
Chapman University 1984 — 1987
BA, Sociology
GNW-Evergreen Insurance Services March 2007 - March 2012
Scanlon, Guerra, Burke Insurance Brokers April 2002 - March 2007
USI Insurance Services May 2000 - September 2002
Skills
Organizational..., Strategic Leadership, Change Management, Underwriting, Brokers, Employee Benefits, Commercial Insurance, Health Insurance, Claim, Reinsurance, Disability Insurance, Life Insurance, Excess, Inland Marine, Claims Management, Risk Management
Education
Phillips Graduate Institute 2013 — 2016
PsyD, Organizational Management and Consulting
California Lutheran University 1999 — 2003
MA, Public Administration
Chapman University 1984 — 1987
BA, Sociology
Tujuana Giles, AIC's USI Insurance Services Experience September 2015 - Present
Job Claims and Risk Advocacy
Industry Insurance
Experience
USI Insurance Services September 2015 - Present
Liberty Mutual Insurance Company March 2008 - September 2015
Accident Fund Insurance Company of America March 2005 - October 2007
Ford Motor Company May 2000 - March 2005
Sedgwick November 1999 - May 2000
Citizens Property Insurance Corporation January 1999 - November 1999
Meadowbrook Insurance Group July 1997 - January 1999
Meadowbrook Insurance Group September 1996 - December 1996
Skills
Insurance, Claims Management, Claim, Commercial Insurance, Casualty, Claim Investigation, Subrogation, Team Building, Litigation Management, Workers' Compensation..., Training, Workers Compensation, Underwriting, Property & Casualty..., Brokers, Claims Handling, Commercial Lines, Employee Benefits, Customer Service, General Insurance, Legal Liability, Health Insurance, Liability, Professional Liability, Reinsurance
Education
Central Michigan University 1998 — 2000
MSA, Software Engineering
Ferris State University 1993 — 1997
BS in Business, Insurance
USI Insurance Services September 2015 - Present
Liberty Mutual Insurance Company March 2008 - September 2015
Accident Fund Insurance Company of America March 2005 - October 2007
Ford Motor Company May 2000 - March 2005
Sedgwick November 1999 - May 2000
Citizens Property Insurance Corporation January 1999 - November 1999
Meadowbrook Insurance Group July 1997 - January 1999
Meadowbrook Insurance Group September 1996 - December 1996
Skills
Insurance, Claims Management, Claim, Commercial Insurance, Casualty, Claim Investigation, Subrogation, Team Building, Litigation Management, Workers' Compensation..., Training, Workers Compensation, Underwriting, Property & Casualty..., Brokers, Claims Handling, Commercial Lines, Employee Benefits, Customer Service, General Insurance, Legal Liability, Health Insurance, Liability, Professional Liability, Reinsurance
Education
Central Michigan University 1998 — 2000
MSA, Software Engineering
Ferris State University 1993 — 1997
BS in Business, Insurance
Eric Rummel, MBA's USI Insurance Services Experience April 2010 - June 2012
Job Executive Marine Sales Underwriter at The Hartford
Industry Insurance
Experience
The Hartford March 2013 - Present
Swett & Crawford June 2012 - March 2013
USI Insurance Services April 2010 - June 2012
BBVA Compass 2010 - 2012
Flood & Peterson 2008 - 2009
Zurich North America 1999 - 2008
Chubb 1998 - 1999
Education
Colorado Christian University
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1985 — 2001
BA, Economics
The Hartford March 2013 - Present
Swett & Crawford June 2012 - March 2013
USI Insurance Services April 2010 - June 2012
BBVA Compass 2010 - 2012
Flood & Peterson 2008 - 2009
Zurich North America 1999 - 2008
Chubb 1998 - 1999
Education
Colorado Christian University
Master of Business Administration (MBA)
University of Nebraska-Lincoln 1985 — 2001
BA, Economics
Mary Wickun's USI Insurance Services Experience August 1998 - Present
Job Personal Insurance Risk Manager/Sales
Industry Insurance
Experience
USI Insurance Services August 1998 - Present
Nicholson Associates Inc. June 1982 - August 1998
Skills
Commercial Insurance, Umbrella Insurance, Public Speaking, Strategic Planning, Professional Liability, Microsoft Office, Property & Casualty..., Customer Service, Insurance, Casualty, Health Insurance, Microsoft Word, Microsoft Excel, Employee Benefits, Disability Insurance, Account Management
Education
Central Connecticut State University 1973 — 1977
BS, Special Education
National Alliance
CIC, All Lines of Insurance
USI Insurance Services August 1998 - Present
Nicholson Associates Inc. June 1982 - August 1998
Skills
Commercial Insurance, Umbrella Insurance, Public Speaking, Strategic Planning, Professional Liability, Microsoft Office, Property & Casualty..., Customer Service, Insurance, Casualty, Health Insurance, Microsoft Word, Microsoft Excel, Employee Benefits, Disability Insurance, Account Management
Education
Central Connecticut State University 1973 — 1977
BS, Special Education
National Alliance
CIC, All Lines of Insurance
William Clifford's USI Insurance Services Experience September 2012 - Present
Job Employee Benefits Practice Leader at USI Insurance Services LLC
Industry Insurance
Experience
USI Insurance Services LLC December 2013 - Present
USI Insurance Services September 2012 - Present
TD May 2005 - 2012
JPMorgan Chase 2000 - 2005
EmblemHealth 1995 - 2000
Johnson & Higgins 1992 - 1995
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, Strategic Planning, Disability Insurance, Account Management, Brokers, Sales Management, Risk Management, Executive Management, New Business Development, Mergers, Financial Analysis, Relationship Management, Business Strategy, Benefits Administration, Selling, Mergers & Acquisitions, Leadership, Analysis, Sales, Business Development, Health Care Reform, Health Insurance..., Time & Expense Pricing, Enterprise Risk..., SOX Reporting, Project Portfolio..., Budget Forecasts, Population Health, ERISA, Benefits Captives, Stop Loss, Performance Metrics, Finance, Financial Services, Long-term Care
Education
Colby College 1977 — 1981
AB, Government
Lewiston high school
USI Insurance Services LLC December 2013 - Present
USI Insurance Services September 2012 - Present
TD May 2005 - 2012
JPMorgan Chase 2000 - 2005
EmblemHealth 1995 - 2000
Johnson & Higgins 1992 - 1995
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, Strategic Planning, Disability Insurance, Account Management, Brokers, Sales Management, Risk Management, Executive Management, New Business Development, Mergers, Financial Analysis, Relationship Management, Business Strategy, Benefits Administration, Selling, Mergers & Acquisitions, Leadership, Analysis, Sales, Business Development, Health Care Reform, Health Insurance..., Time & Expense Pricing, Enterprise Risk..., SOX Reporting, Project Portfolio..., Budget Forecasts, Population Health, ERISA, Benefits Captives, Stop Loss, Performance Metrics, Finance, Financial Services, Long-term Care
Education
Colby College 1977 — 1981
AB, Government
Lewiston high school
La Tasha (Douglas) Shorts's USI Insurance Services Experience May 2014 - Present
Job Claims Consultant
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Gallagher Bassett September 2010 - May 2014
Employers Insurance April 2008 - September 2010
ESIS/ACE-USA July 2005 - April 2008
Skills
Litigation, Profit, Settlement, Customer Service, Property & Casualty..., Workers Compensation, Benefits Administration, Workers' Compensation..., Claims Management, Claim, Liability, Insurance
Education
University of Phoenix 2008 — 2010
Master, Business Administration
California State University-Northridge 2001 — 2005
Bachelor of Science, Public Health Education
USI Insurance Services May 2014 - Present
Gallagher Bassett September 2010 - May 2014
Employers Insurance April 2008 - September 2010
ESIS/ACE-USA July 2005 - April 2008
Skills
Litigation, Profit, Settlement, Customer Service, Property & Casualty..., Workers Compensation, Benefits Administration, Workers' Compensation..., Claims Management, Claim, Liability, Insurance
Education
University of Phoenix 2008 — 2010
Master, Business Administration
California State University-Northridge 2001 — 2005
Bachelor of Science, Public Health Education
Sheli Jones's USI Insurance Services Experience November 1997 - April 2004
Job NeighborhoodLane
Industry Internet
Experience
NeighbourhoodLane, Inc. September 2013 - Present
HR Business Strategies January 2013 - February 2014
Shell Vacations Club April 2004 - January 2013
USI Insurance Services November 1997 - April 2004
Ceridian Tax Service March 1990 - November 1997
Skills
SuccessFactors, Job Satisfaction, Payroll Analysis, Employee Benefits, Benefits Administration, FMLA, HRIS, Employee Relations, Human Resources, Talent Acquisition, Recruiting, Performance Management, Deferred Compensation, Organizational..., Talent Management, Team Leadership, Team Building, Yield Management, Coaching, Hospitality Industry, Training, Hospitality Management, Budgets, Hospitality, Employee Training, Resorts, Legal Compliance, Customer Service, Management, Leadership Development, Property Management..., New Hire Orientations, Succession Planning, Leadership, Outlook, Applicant Tracking..., Opening Hotels, Onboarding, Negotiation, HR Policies, Hiring, Personnel Management, Front Office, Timeshare, Time Management, Employment Law, Organizational..., Strategy, Mergers & Acquisitions, Payroll
Education
California State University-Long Beach
Psychology, Applied Psychology
NeighbourhoodLane, Inc. September 2013 - Present
HR Business Strategies January 2013 - February 2014
Shell Vacations Club April 2004 - January 2013
USI Insurance Services November 1997 - April 2004
Ceridian Tax Service March 1990 - November 1997
Skills
SuccessFactors, Job Satisfaction, Payroll Analysis, Employee Benefits, Benefits Administration, FMLA, HRIS, Employee Relations, Human Resources, Talent Acquisition, Recruiting, Performance Management, Deferred Compensation, Organizational..., Talent Management, Team Leadership, Team Building, Yield Management, Coaching, Hospitality Industry, Training, Hospitality Management, Budgets, Hospitality, Employee Training, Resorts, Legal Compliance, Customer Service, Management, Leadership Development, Property Management..., New Hire Orientations, Succession Planning, Leadership, Outlook, Applicant Tracking..., Opening Hotels, Onboarding, Negotiation, HR Policies, Hiring, Personnel Management, Front Office, Timeshare, Time Management, Employment Law, Organizational..., Strategy, Mergers & Acquisitions, Payroll
Education
California State University-Long Beach
Psychology, Applied Psychology
Jackie Grover's USI Insurance Services Experience October 2000 - August 2001
Job
Industry Insurance
Experience
Aon Risk Solutions August 2001 - Present
USI Insurance Services October 2000 - August 2001
CCC Information Services 1998 - 2000
The Lesser Agency 1995 - 1998
Skills
Outlook, Insurance, Brokers, General Insurance, Legal Liability, Subrogation, Typing, Desktop Publishing, Microsoft Office, Microsoft Excel, Microsoft Word, Sagitta, TRAX, Bridge, People Skills, Claims Handling, Training, PowerPoint, Adobe, Casualty, Commercial Insurance, Liability, Underwriting, Casualty Insurance, Customer Service, Property
Education
Eastern Illinois University 1982 — 1985
Bachelor's Degree, Sociology
City Colleges of Chicago-Wilbur Wright College 1981 — 1981
Aon Risk Solutions August 2001 - Present
USI Insurance Services October 2000 - August 2001
CCC Information Services 1998 - 2000
The Lesser Agency 1995 - 1998
Skills
Outlook, Insurance, Brokers, General Insurance, Legal Liability, Subrogation, Typing, Desktop Publishing, Microsoft Office, Microsoft Excel, Microsoft Word, Sagitta, TRAX, Bridge, People Skills, Claims Handling, Training, PowerPoint, Adobe, Casualty, Commercial Insurance, Liability, Underwriting, Casualty Insurance, Customer Service, Property
Education
Eastern Illinois University 1982 — 1985
Bachelor's Degree, Sociology
City Colleges of Chicago-Wilbur Wright College 1981 — 1981
Jennifer Kunkel's USI Insurance Services Experience March 2011 - September 2012
Job Marketing and Business Development at Rewyndr
Industry Information Technology and Services
Experience
Rewyndr July 2015 - Present
Rewyndr February 2015 - Present
The Estée Lauder Companies Inc. August 2004 - August 2014
Ross Stores, Inc. August 2013 - June 2014
Ross Stores October 2012 - July 2013
USI Insurance Services March 2011 - September 2012
USI Insurance Services January 2008 - March 2011
Skills
Management, Strategy, Training, Leadership, Microsoft Office, Analysis, Project Management, Financial Analysis, Forecasting, Auditing, Contract Management, Customer Service, Strategic Planning, Data Analysis, Time Management, Budgets, Procurement, Microsoft Word, Policy, Internal Audit, SharePoint, Negotiation, Process Improvement, Microsoft Excel, Program Management, Business Analysis, Risk Management, Team Building, Change Management, PowerPoint, Team Leadership, Rapid Prototyping, Wireframes, User Experience, User Interface Design, User Acceptance Testing, User Stories, User Scenarios
Education
Carnegie Mellon University - H. John Heinz III College 2014 — 2016
Master's Degree, Management Information Systems, General
Fordham University
BA, Mathematics & Economics
Rewyndr July 2015 - Present
Rewyndr February 2015 - Present
The Estée Lauder Companies Inc. August 2004 - August 2014
Ross Stores, Inc. August 2013 - June 2014
Ross Stores October 2012 - July 2013
USI Insurance Services March 2011 - September 2012
USI Insurance Services January 2008 - March 2011
Skills
Management, Strategy, Training, Leadership, Microsoft Office, Analysis, Project Management, Financial Analysis, Forecasting, Auditing, Contract Management, Customer Service, Strategic Planning, Data Analysis, Time Management, Budgets, Procurement, Microsoft Word, Policy, Internal Audit, SharePoint, Negotiation, Process Improvement, Microsoft Excel, Program Management, Business Analysis, Risk Management, Team Building, Change Management, PowerPoint, Team Leadership, Rapid Prototyping, Wireframes, User Experience, User Interface Design, User Acceptance Testing, User Stories, User Scenarios
Education
Carnegie Mellon University - H. John Heinz III College 2014 — 2016
Master's Degree, Management Information Systems, General
Fordham University
BA, Mathematics & Economics
Howard Watkins's USI Insurance Services Experience March 1999 - February 2013
Job Producer at Venbrook Insurance
Industry Insurance
Experience
Venbrook Insurance March 2013 - Present
USI Insurance Services March 1999 - February 2013
Skills
Employee Benefits
Education
California State University-Los Angeles
Bachelor of Arts (B.A.), Industrial Psychology
Venbrook Insurance March 2013 - Present
USI Insurance Services March 1999 - February 2013
Skills
Employee Benefits
Education
California State University-Los Angeles
Bachelor of Arts (B.A.), Industrial Psychology
Rob McLaughlin's USI Insurance Services Experience January 2014 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2014 - Present
Brown & Brown of Connecticut 2008 - 2013
Liberty Mutual Insurance 2001 - 2007
Oxford HealthCare 1999 - 2002
Skills
Account Management, Brokers, Claim, Claims Management, Commercial Insurance, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Managed Care, Medicare, Process Improvement, Property, Risk Management, Underwriting, Workers Compensation
Education
Central Connecticut State University 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
USI Insurance Services January 2014 - Present
Brown & Brown of Connecticut 2008 - 2013
Liberty Mutual Insurance 2001 - 2007
Oxford HealthCare 1999 - 2002
Skills
Account Management, Brokers, Claim, Claims Management, Commercial Insurance, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Managed Care, Medicare, Process Improvement, Property, Risk Management, Underwriting, Workers Compensation
Education
Central Connecticut State University 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Heather (Heather McDaniel) Tellier's USI Insurance Services Experience September 2005 - April 2009
Job Program Administrator at Kibble & Prentice
Industry Financial Services
Experience
Kibble & Prentice April 2009 - Present
USI Insurance Services September 2005 - April 2009
Safeco Insurance June 2001 - September 2005
Skills
Property & Casualty..., Underwriting, Professional Liability, Claim, Account Reconciliation, Access, Outlook, Negotiation, Account Management, Brokers
Education
Central Washington University 1997 — 2001
Bachelor of Fine Arts (BFA), Graphic Design
Central Washington University
Kibble & Prentice April 2009 - Present
USI Insurance Services September 2005 - April 2009
Safeco Insurance June 2001 - September 2005
Skills
Property & Casualty..., Underwriting, Professional Liability, Claim, Account Reconciliation, Access, Outlook, Negotiation, Account Management, Brokers
Education
Central Washington University 1997 — 2001
Bachelor of Fine Arts (BFA), Graphic Design
Central Washington University
Amy Hindman's USI Insurance Services Experience January 2008 - September 2011
Job MPS Sr. Account Manager at USI Southwest
Industry Insurance
Experience
USI Southwest June 2013 - Present
Scarbrough-Medlin & Associates, Inc April 2012 - May 2013
BSB Insurance Agency December 2011 - April 2012
USI Insurance Services January 2008 - September 2011
Compass Insurance May 1999 - November 2005
Skills
Sagitta, NexSure, Account Management, Commercial Insurance, Customer Service, Property & Casualty..., D&O, Professional Liability, Commercial Lines, Employment Practices..., General Liability, Umbrella, Workers Compensation, Inland Marine, Brokers, Legal Liability, Casualty, Umbrella Insurance, Health Insurance, Underwriting, Liability, Excess, Employee Benefits, General Insurance
Education
The University of Texas at Austin 1981 — 1982
MBA, Business
Centenary College of Louisiana 1976 — 1980
B.A., Christian Education
USI Southwest June 2013 - Present
Scarbrough-Medlin & Associates, Inc April 2012 - May 2013
BSB Insurance Agency December 2011 - April 2012
USI Insurance Services January 2008 - September 2011
Compass Insurance May 1999 - November 2005
Skills
Sagitta, NexSure, Account Management, Commercial Insurance, Customer Service, Property & Casualty..., D&O, Professional Liability, Commercial Lines, Employment Practices..., General Liability, Umbrella, Workers Compensation, Inland Marine, Brokers, Legal Liability, Casualty, Umbrella Insurance, Health Insurance, Underwriting, Liability, Excess, Employee Benefits, General Insurance
Education
The University of Texas at Austin 1981 — 1982
MBA, Business
Centenary College of Louisiana 1976 — 1980
B.A., Christian Education
Thomas Harrison's USI Insurance Services Experience January 2015 - Present
Job Commercial Property and Casualty and Employee Benefits Recruiting
Industry Insurance
Experience
USI Insurance Services January 2015 - Present
Allstate February 2013 - January 2015
The DDM Group LLC September 2010 - September 2014
Farmers Insurance February 2011 - February 2012
MedAssurant September 2010 - October 2011
Maxim Healthcare Services February 2010 - September 2010
Skills
Recruiting, Interviews, Leadership, Management, Hiring, Marketing, Sales, Entrepreneurship, Payroll, Talent Acquisition, Insurance, Employee Benefits, Customer Service, Training, Healthcare, Employee Relations, Temporary Placement, Budgets, Event Management, Promotions, Freestyle, Interviewing, Commercial Insurance, Property & Casualty..., Team Leadership, Social Media Marketing, Cold Calling, Sourcing, Applicant Tracking..., Public Speaking, Microsoft Office
Education
College of the Holy Cross 2004 — 2008
BA, Political Science
College of the Holy Cross 2004 — 2008
Bachelor's degree, Political Science and Government
USI Insurance Services January 2015 - Present
Allstate February 2013 - January 2015
The DDM Group LLC September 2010 - September 2014
Farmers Insurance February 2011 - February 2012
MedAssurant September 2010 - October 2011
Maxim Healthcare Services February 2010 - September 2010
Skills
Recruiting, Interviews, Leadership, Management, Hiring, Marketing, Sales, Entrepreneurship, Payroll, Talent Acquisition, Insurance, Employee Benefits, Customer Service, Training, Healthcare, Employee Relations, Temporary Placement, Budgets, Event Management, Promotions, Freestyle, Interviewing, Commercial Insurance, Property & Casualty..., Team Leadership, Social Media Marketing, Cold Calling, Sourcing, Applicant Tracking..., Public Speaking, Microsoft Office
Education
College of the Holy Cross 2004 — 2008
BA, Political Science
College of the Holy Cross 2004 — 2008
Bachelor's degree, Political Science and Government
William Croft's USI Insurance Services Experience February 2011 - Present
Job Vice President, Sales at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2011 - Present
Employee Benefit Solutions July 2007 - August 2010
CIGNA Healthcare April 1996 - October 2004
Education
California State University-Los Angeles 1971 — 1974
BA, Economics
USI Insurance Services February 2011 - Present
Employee Benefit Solutions July 2007 - August 2010
CIGNA Healthcare April 1996 - October 2004
Education
California State University-Los Angeles 1971 — 1974
BA, Economics
Tina Cristino's USI Insurance Services Experience July 2001 - August 2001
Job Receptionist at Cornerstone Automation Systems
Industry
Experience
Cornerstone Automation Systems, LLC. March 2014 - Present
Hackettstown Regional Medical Center August 2010 - July 2011
Donald J Pliner December 2006 - November 2009
mPhase Technologies June 2005 - August 2005
Medical Office of Dr. Bloom (spring vacation job) February 2003 - March 2003
USI Insurance Services July 2001 - August 2001
Skills
Microsoft Office, Outlook, Customer Service, Social Networking, Internet, Data Entry, Time Management, Facebook, Teamwork, Editing, Proofreading, Administrative..., Spanish, Management, Accounts Payable, Customer Satisfaction, Filing, Computer Proficiency, Fax, Administrative...
Education
Centenary College 2004 — 2009
Bachelor of Arts (BA), English Language and Literature/Letters
Santa Rosa Junior College 2000 — 2002
Associate of Arts (AA), Psychology
Cornerstone Automation Systems, LLC. March 2014 - Present
Hackettstown Regional Medical Center August 2010 - July 2011
Donald J Pliner December 2006 - November 2009
mPhase Technologies June 2005 - August 2005
Medical Office of Dr. Bloom (spring vacation job) February 2003 - March 2003
USI Insurance Services July 2001 - August 2001
Skills
Microsoft Office, Outlook, Customer Service, Social Networking, Internet, Data Entry, Time Management, Facebook, Teamwork, Editing, Proofreading, Administrative..., Spanish, Management, Accounts Payable, Customer Satisfaction, Filing, Computer Proficiency, Fax, Administrative...
Education
Centenary College 2004 — 2009
Bachelor of Arts (BA), English Language and Literature/Letters
Santa Rosa Junior College 2000 — 2002
Associate of Arts (AA), Psychology
clark daffern's USI Insurance Services Experience
Job Senior Vice president at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services
Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Strategic Planning, Commercial Insurance, Leadership, Sales, Customer Service, Employee Benefits
Education
Central Washington University 2002 — 2003
Bachelor's degree, Finance and Economics
USI Insurance Services
Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Strategic Planning, Commercial Insurance, Leadership, Sales, Customer Service, Employee Benefits
Education
Central Washington University 2002 — 2003
Bachelor's degree, Finance and Economics
Jennifer Schlom's USI Insurance Services Experience January 2010 - Present
Job Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2010 - Present
Dealer Protection Group December 2007 - September 2009
Wells Fargo Advisors January 2005 - October 2006
Safeguard Dental February 2000 - April 2003
Aon/Albert G. Ruben Insurance Services, Inc. February 1994 - November 1999
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Professional Liability, Insurance, Brokers, Health Insurance, General Insurance, Employment Practices..., Health Savings Accounts, Employee Benefits, Disability Insurance, Customer Service
Education
Chaffey College 1991 — 1993
Communications
USI Insurance Services January 2010 - Present
Dealer Protection Group December 2007 - September 2009
Wells Fargo Advisors January 2005 - October 2006
Safeguard Dental February 2000 - April 2003
Aon/Albert G. Ruben Insurance Services, Inc. February 1994 - November 1999
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Professional Liability, Insurance, Brokers, Health Insurance, General Insurance, Employment Practices..., Health Savings Accounts, Employee Benefits, Disability Insurance, Customer Service
Education
Chaffey College 1991 — 1993
Communications
Cheryl Johns's USI Insurance Services Experience August 1992 - May 2002
Job Marketing at Corporate Insurance Advisors, LLC
Industry Insurance
Experience
Corporate Insurance Advisors, LLC November 2014 - Present
Bateman Gordon & Sands May 2002 - February 2014
USI Insurance Services August 1992 - May 2002
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, General Insurance, Umbrella Insurance, Casualty, Workers Compensation, Commercial Lines, Liability, Legal Liability, D&O, Contract Bonding, Commercial Bonding, Risk Management, Employment Practices..., Casualty Insurance, Claim
Education
Broward College 2001 — 2002
CPCU Courses, Insurance
Fort Lauderdale High School 1964 — 1967
Corporate Insurance Advisors, LLC November 2014 - Present
Bateman Gordon & Sands May 2002 - February 2014
USI Insurance Services August 1992 - May 2002
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, General Insurance, Umbrella Insurance, Casualty, Workers Compensation, Commercial Lines, Liability, Legal Liability, D&O, Contract Bonding, Commercial Bonding, Risk Management, Employment Practices..., Casualty Insurance, Claim
Education
Broward College 2001 — 2002
CPCU Courses, Insurance
Fort Lauderdale High School 1964 — 1967
Robert Kielley's USI Insurance Services Experience May 1998 - September 2006
Job Business Development Manager at Zurich Insurance
Industry Insurance
Experience
Zurich Insurance July 2008 - Present
Bank of America Insurance Services November 2006 - June 2008
USI Insurance Services May 1998 - September 2006
J&H / Marsh Mclennan July 1987 - April 1998
Skills
Leadership, Business Development, Management, Business Strategy, Relationship Management, Sales Management, Change Management, New Business Development, Marketing Strategy, Business Planning
Education
College of the Holy Cross
Zurich Insurance July 2008 - Present
Bank of America Insurance Services November 2006 - June 2008
USI Insurance Services May 1998 - September 2006
J&H / Marsh Mclennan July 1987 - April 1998
Skills
Leadership, Business Development, Management, Business Strategy, Relationship Management, Sales Management, Change Management, New Business Development, Marketing Strategy, Business Planning
Education
College of the Holy Cross
Ashley Fauntleroy, B.S, M.S.Ac's USI Insurance Services Experience 2013 - Present
Job Accountant, Internal Auditor
Industry Accounting
Experience
USI Insurance Services 2013 - Present
Norfolk Community Services Board / City of Norfolk 2011 - 2013
City of Virginia Beach 2009 - 2011
Wells Fargo 2006 - 2009
Harris Teeter 2002 - 2005
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Accounting, Auditing, Journal Entries, Internal Controls
Education
Strayer University (VA) 2013 — 2015
Master of Science (M.S.), Public Administration, 3.8
Strayer University (VA) 2010 — 2013
Master of Science (MS), Accounting, 3.9
Christopher Newport University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Oscar Smith High
USI Insurance Services 2013 - Present
Norfolk Community Services Board / City of Norfolk 2011 - 2013
City of Virginia Beach 2009 - 2011
Wells Fargo 2006 - 2009
Harris Teeter 2002 - 2005
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Accounting, Auditing, Journal Entries, Internal Controls
Education
Strayer University (VA) 2013 — 2015
Master of Science (M.S.), Public Administration, 3.8
Strayer University (VA) 2010 — 2013
Master of Science (MS), Accounting, 3.9
Christopher Newport University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Oscar Smith High
Richard Nicol's USI Insurance Services Experience January 1996 - May 2005
Job Operations Manager at Blackjack Auto Carriers, Inc.
Industry Transportation/Trucking/Railroad
Experience
Blackjack Auto Carriers, Inc. May 2005 - Present
USI Insurance Services January 1996 - May 2005
The Waggoners Trucking July 1992 - January 1996
National American Insurance Co. January 1990 - July 1992
United States Air Force January 1986 - July 1989
Skills
Microsoft Excel, Microsoft Word, Web Applications, Multi Tasking, Insurance Consulting, Loss Adjusting, Loss Prevention, Transportation..., Transportation Safety
Education
Cerro Coso Community College 1986 — 1990
Associate of Arts (A.A.), Business/Commerce, General, 3.4
Chandler High School 1980 — 1983
High School Degree, General Studies
Blackjack Auto Carriers, Inc. May 2005 - Present
USI Insurance Services January 1996 - May 2005
The Waggoners Trucking July 1992 - January 1996
National American Insurance Co. January 1990 - July 1992
United States Air Force January 1986 - July 1989
Skills
Microsoft Excel, Microsoft Word, Web Applications, Multi Tasking, Insurance Consulting, Loss Adjusting, Loss Prevention, Transportation..., Transportation Safety
Education
Cerro Coso Community College 1986 — 1990
Associate of Arts (A.A.), Business/Commerce, General, 3.4
Chandler High School 1980 — 1983
High School Degree, General Studies
Maurya Buckley, AAI's USI Insurance Services Experience November 2000 - Present
Job Senior Account Manager Large Commercial at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2000 - Present
Education
College of the Holy Cross 1992 — 1996
BA, English/Spanish
USI Insurance Services November 2000 - Present
Education
College of the Holy Cross 1992 — 1996
BA, English/Spanish
Karen Wagner, CIC, CRIS, AIS, AINS's USI Insurance Services Experience August 1993 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 1993 - Present
Fireman's Fund Insurance Company July 1991 - August 1993
Fireman's Fund Insurance Company May 1985 - July 1991
Education
Clarion University of Pennsylvania
USI Insurance Services August 1993 - Present
Fireman's Fund Insurance Company July 1991 - August 1993
Fireman's Fund Insurance Company May 1985 - July 1991
Education
Clarion University of Pennsylvania
Jessica Minor's USI Insurance Services Experience March 2009 - December 2010
Job Manager of Finance and Administration at Newport News/Williamsburg International Airport
Industry Airlines/Aviation
Experience
Newport News/Williamsburg International Airport May 2013 - Present
Riverside Health System December 2010 - May 2013
USI Insurance Services March 2009 - December 2010
Skills
Finance
Education
Christopher Newport University 2004 — 2008
Bachelor of Science (BS), Accounting and Business/Management
Newport News/Williamsburg International Airport May 2013 - Present
Riverside Health System December 2010 - May 2013
USI Insurance Services March 2009 - December 2010
Skills
Finance
Education
Christopher Newport University 2004 — 2008
Bachelor of Science (BS), Accounting and Business/Management
Douglas DeAngelis's USI Insurance Services Experience Vice President of SalesWells Fargo Insurance ServicesOctober 2009 - May 2014
Job Senior VP sales at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services Vice President of SalesWells Fargo Insurance ServicesOctober 2009 - May 2014
Willis December 2003 - November 2009
Skills
Employee Benefits, Health Insurance, Sales, Brokers, Underwriting, Marketing, Life Insurance, Disability Insurance, Strategic Planning, Health Savings Accounts, Insurance, Account Management, Benefits Administration, Managed Care, Term Life Insurance
Education
Colby College 1975 — 1979
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Colby College
USI Insurance Services Vice President of SalesWells Fargo Insurance ServicesOctober 2009 - May 2014
Willis December 2003 - November 2009
Skills
Employee Benefits, Health Insurance, Sales, Brokers, Underwriting, Marketing, Life Insurance, Disability Insurance, Strategic Planning, Health Savings Accounts, Insurance, Account Management, Benefits Administration, Managed Care, Term Life Insurance
Education
Colby College 1975 — 1979
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Colby College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY