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
Salvatore J. Dominello, CIC Salvatore J. Dominello, CIC's USI Insurance Services Experience March 2013 - November 2014
Job Channel ManagerSpecialty Markets at Guardian Life
Industry Insurance
Experience
Guardian Life December 2014 - Present
USI Insurance Services March 2013 - November 2014
Willis of CT October 2007 - March 2013
Bank of American Corporate Insurance Agency October 2006 - September 2007
Willis of New York October 2004 - September 2006
Palmer & Cay Benefits Consulting Group June 2002 - September 2004
Marsh & McLennan Companies, Inc. June 1995 - May 2002
Blue Cross Blue Shield of CT May 1992 - May 1995
MD Health Plan January 1991 - April 1992
Oxford Health Plans January 1989 - December 1990
Skills
Health Insurance, Underwriting, Disability Insurance, Reinsurance, Captives, Account Management, Sales, Client Advocacy, Data Analysis, Carrier Negotiations, Strategic Consulting, Contribution Modeling, Life Insurance, Human Capital, Health Care Reform, Insurance Brokerage, Health Savings Accounts, CRM, Employee Wellness, Benefits Administration, Employee Benefits, Vendor Management
Education
The University of Connecticut 1978 — 1982
BS, Business Administration
Guardian Life December 2014 - Present
USI Insurance Services March 2013 - November 2014
Willis of CT October 2007 - March 2013
Bank of American Corporate Insurance Agency October 2006 - September 2007
Willis of New York October 2004 - September 2006
Palmer & Cay Benefits Consulting Group June 2002 - September 2004
Marsh & McLennan Companies, Inc. June 1995 - May 2002
Blue Cross Blue Shield of CT May 1992 - May 1995
MD Health Plan January 1991 - April 1992
Oxford Health Plans January 1989 - December 1990
Skills
Health Insurance, Underwriting, Disability Insurance, Reinsurance, Captives, Account Management, Sales, Client Advocacy, Data Analysis, Carrier Negotiations, Strategic Consulting, Contribution Modeling, Life Insurance, Human Capital, Health Care Reform, Insurance Brokerage, Health Savings Accounts, CRM, Employee Wellness, Benefits Administration, Employee Benefits, Vendor Management
Education
The University of Connecticut 1978 — 1982
BS, Business Administration
Nicholas Puhala, CIC Nicholas Puhala, CIC's USI Insurance Services Experience November 2014 - Present
Job Vice President, Savannah Market Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
Willis March 2014 - October 2014
Willis November 2009 - March 2014
BB&T Insurance Services Inc. June 2008 - November 2009
HRH January 2005 - June 2008
Federated Insurance 2003 - 2005
Skills
Brokers, Property & Casualty..., Insurance, Commercial Insurance, Casualty, Captives, Liability, Underwriting, Professional Liability, Commercial Lines, Reinsurance, Legal Liability, Workers Compensation, Risk Management, D&O
Education
The University of Georgia 1998 — 2002
Bachelor of Business Administration (BBA), Management
USI Insurance Services November 2014 - Present
Willis March 2014 - October 2014
Willis November 2009 - March 2014
BB&T Insurance Services Inc. June 2008 - November 2009
HRH January 2005 - June 2008
Federated Insurance 2003 - 2005
Skills
Brokers, Property & Casualty..., Insurance, Commercial Insurance, Casualty, Captives, Liability, Underwriting, Professional Liability, Commercial Lines, Reinsurance, Legal Liability, Workers Compensation, Risk Management, D&O
Education
The University of Georgia 1998 — 2002
Bachelor of Business Administration (BBA), Management
Audrey Sleeper's USI Insurance Services Experience May 2014 - January 2015
Job Brand Manager at Onyx Brands, Inc.
Industry Insurance
Experience
Onyx Brands, Inc. June 2015 - Present
USI Insurance Services May 2014 - January 2015
FirstStaff, Inc. 2015 - 2015
FirstStaff, Inc. 2015 - 2015
HealthSmart July 2013 - May 2014
IPS Advisors May 2012 - July 2013
DCI Technology Services August 2008 - May 2012
Pitaya August 2008 - December 2010
Skills
Staffing Services, Customer Service, Recruiting, Travel Arrangements, Team Building, Meeting Planning, Meeting Scheduling, Leadership Development, Insurance, Administrative..., Executive Support, Concur, Microsoft Excel, Employee Benefits, Calendaring, Marketing, Benefits Administration, Health Insurance, Healthcare, Disability Insurance, COBRA, Life Insurance, Long-term Care, Human Resources, Employee Relations, Property Management, Office Management, Health Savings Accounts, Account Management, Health Policy, Underwriting, Claim, Health Care Reform, Payroll, Medicare, Managed Care, Strategic Planning, Sales, Management, Analysis, Outlook
Education
The University of Texas at Dallas 2013 — 2016
Bachelor of Arts (BA)
Richland Community College 2011 — 2013
Associate of Arts (AA)
Conway High School 2004 — 2008
Onyx Brands, Inc. June 2015 - Present
USI Insurance Services May 2014 - January 2015
FirstStaff, Inc. 2015 - 2015
FirstStaff, Inc. 2015 - 2015
HealthSmart July 2013 - May 2014
IPS Advisors May 2012 - July 2013
DCI Technology Services August 2008 - May 2012
Pitaya August 2008 - December 2010
Skills
Staffing Services, Customer Service, Recruiting, Travel Arrangements, Team Building, Meeting Planning, Meeting Scheduling, Leadership Development, Insurance, Administrative..., Executive Support, Concur, Microsoft Excel, Employee Benefits, Calendaring, Marketing, Benefits Administration, Health Insurance, Healthcare, Disability Insurance, COBRA, Life Insurance, Long-term Care, Human Resources, Employee Relations, Property Management, Office Management, Health Savings Accounts, Account Management, Health Policy, Underwriting, Claim, Health Care Reform, Payroll, Medicare, Managed Care, Strategic Planning, Sales, Management, Analysis, Outlook
Education
The University of Texas at Dallas 2013 — 2016
Bachelor of Arts (BA)
Richland Community College 2011 — 2013
Associate of Arts (AA)
Conway High School 2004 — 2008
Barak Seguin Barak Seguin's USI Insurance Services Experience May 2005 - November 2007
Job Executive Search & Business Development Consultant in Accounting & Finance
Industry Financial Services
Experience
Addison Group November 2014 - Present
Certified Payment Processing February 2013 - November 2014
Efinity Group September 2011 - February 2013
Nestle Waters North America December 2007 - August 2011
USI Insurance Services May 2005 - November 2007
Skills
Management, Entertainment, Performer, Financial Analysis, Customer Service, Accounting, Life Insurance, Insurance Law, Term Life Insurance, Property & Casualty..., Umbrella Insurance, Supplemental Health, Voluntary Employee..., Supervisory Skills, Interviewing Skills, Sales Motivation, Data Analysis, Incentives, Team Building, Team Leadership, Leading Meetings, Employee Training, Staff Development, Hiring, Hiring Employees, Hiring Personnel, Strategic Hiring, HR Policies, Human Resources, Executive Coaching, Coaching Staff, Corrective Actions, Payroll Analysis, Time Management, Real Time, Time & Attendance, Terminations, Sales Presentations, Call Center Development, Team Management, Call Centers, Managerial Skills, Interviews, Finance, Accounts Payable, Analysis, Accounts Receivable, Leadership, Sales, Coaching
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2011
Bachelors, Business Management
Addison Group November 2014 - Present
Certified Payment Processing February 2013 - November 2014
Efinity Group September 2011 - February 2013
Nestle Waters North America December 2007 - August 2011
USI Insurance Services May 2005 - November 2007
Skills
Management, Entertainment, Performer, Financial Analysis, Customer Service, Accounting, Life Insurance, Insurance Law, Term Life Insurance, Property & Casualty..., Umbrella Insurance, Supplemental Health, Voluntary Employee..., Supervisory Skills, Interviewing Skills, Sales Motivation, Data Analysis, Incentives, Team Building, Team Leadership, Leading Meetings, Employee Training, Staff Development, Hiring, Hiring Employees, Hiring Personnel, Strategic Hiring, HR Policies, Human Resources, Executive Coaching, Coaching Staff, Corrective Actions, Payroll Analysis, Time Management, Real Time, Time & Attendance, Terminations, Sales Presentations, Call Center Development, Team Management, Call Centers, Managerial Skills, Interviews, Finance, Accounts Payable, Analysis, Accounts Receivable, Leadership, Sales, Coaching
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2011
Bachelors, Business Management
Ashley Tillman Ashley Tillman's USI Insurance Services Experience November 2014 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
Willis October 2004 - October 2014
Skills
Health Insurance, Brokers, Insurance, Disability Insurance, Employee Benefits, Reinsurance, Life Insurance, Health Savings Accounts, General Insurance, Underwriting, Commercial Insurance, Claim, Claims Management, Account Management, Term Life Insurance, Benefits Administration
Education
The University of Georgia 2000 — 2004
Bachelor's degree, Public Health Education and Promotion
Richmond Hill High School 1996 — 2000
USI Insurance Services November 2014 - Present
Willis October 2004 - October 2014
Skills
Health Insurance, Brokers, Insurance, Disability Insurance, Employee Benefits, Reinsurance, Life Insurance, Health Savings Accounts, General Insurance, Underwriting, Commercial Insurance, Claim, Claims Management, Account Management, Term Life Insurance, Benefits Administration
Education
The University of Georgia 2000 — 2004
Bachelor's degree, Public Health Education and Promotion
Richmond Hill High School 1996 — 2000
Whitney Sterling, CMP Whitney Sterling, CMP's USI Insurance Services Experience March 2011 - September 2013
Job Sales Operations and Support US Individual Segment at Cigna
Industry Events Services
Experience
Cigna January 2015 - Present
Cigna Supplemental Benefits September 2013 - January 2015
USI Insurance Services March 2011 - September 2013
ALAS, Inc. July 2008 - September 2010
USI Insurance Services August 2005 - June 2008
Impact Group October 2004 - July 2005
Texas Monthly 2002 - 2002
Skills
Event Management, Management, Email Marketing, Event Planning, Marketing Communications, Corporate Events, Strategic Planning, Team Leadership, Business Development, Direct Marketing, Program Management, Trade Shows, Project Coordination, Contract Negotiation, Project Planning, Process Improvement, Market Research, Meeting Planning, Recruiting, Incentive Programs, Incentive Travel, Brainshark, Microsoft Excel, PowerPoint, Vendor Management, Vendor Contracts, Webinar Management, Seminars, Budget Monitoring, Budget Reconciliation, Sales Presentations, Salesforce.com, Microsoft CRM, Basecamp, Marketing
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Journalism, Print Journalism
The University of Texas at Austin 2000 — 2004
Bachelor of Journalism, Journalism
Cigna January 2015 - Present
Cigna Supplemental Benefits September 2013 - January 2015
USI Insurance Services March 2011 - September 2013
ALAS, Inc. July 2008 - September 2010
USI Insurance Services August 2005 - June 2008
Impact Group October 2004 - July 2005
Texas Monthly 2002 - 2002
Skills
Event Management, Management, Email Marketing, Event Planning, Marketing Communications, Corporate Events, Strategic Planning, Team Leadership, Business Development, Direct Marketing, Program Management, Trade Shows, Project Coordination, Contract Negotiation, Project Planning, Process Improvement, Market Research, Meeting Planning, Recruiting, Incentive Programs, Incentive Travel, Brainshark, Microsoft Excel, PowerPoint, Vendor Management, Vendor Contracts, Webinar Management, Seminars, Budget Monitoring, Budget Reconciliation, Sales Presentations, Salesforce.com, Microsoft CRM, Basecamp, Marketing
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Journalism, Print Journalism
The University of Texas at Austin 2000 — 2004
Bachelor of Journalism, Journalism
Dawn Owens Dawn Owens's USI Insurance Services Experience March 2014 - Present
Job Marine Claim Specialist
Industry Insurance
Experience
USI Insurance Services March 2014 - Present
Skills
Claim, Commercial Lines, Training, Property Damage, Insurance, Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, Workers Compensation, Legal Liability, Risk Management, Litigation, Claims Management, Commercial Litigation, Litigation Management, Subrogation, Liability, Insurance Law, Mediation, Professional Liability, Casualty
Education
Tusculum College 2003 — 2004
Master Degree, Management
Virginia Interment College 1994 — 1998
Bachelor of Science, Management
USI Insurance Services March 2014 - Present
Skills
Claim, Commercial Lines, Training, Property Damage, Insurance, Underwriting, Property & Casualty..., Commercial Insurance, General Insurance, Workers Compensation, Legal Liability, Risk Management, Litigation, Claims Management, Commercial Litigation, Litigation Management, Subrogation, Liability, Insurance Law, Mediation, Professional Liability, Casualty
Education
Tusculum College 2003 — 2004
Master Degree, Management
Virginia Interment College 1994 — 1998
Bachelor of Science, Management
Keith Montgomery Keith Montgomery's USI Insurance Services Experience 2012 - Present
Job Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services 2012 - Present
BBVA Compass Insurance Agency 2002 - 2012
Horizons Insurance Group 1982 - 2002
Skills
Risk Management, Mergers, Financial Risk, Casualty, Middle Market, Commercial Insurance, Property & Casualty..., Mergers & Acquisitions, Sales, Commercial Lines, Sales Management, Liability, Management, General Insurance, Leadership, Analysis, Portfolio Management, Professional Liability, @Risk, Casualty Insurance, Underwriting
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance, General
USI Insurance Services 2012 - Present
BBVA Compass Insurance Agency 2002 - 2012
Horizons Insurance Group 1982 - 2002
Skills
Risk Management, Mergers, Financial Risk, Casualty, Middle Market, Commercial Insurance, Property & Casualty..., Mergers & Acquisitions, Sales, Commercial Lines, Sales Management, Liability, Management, General Insurance, Leadership, Analysis, Portfolio Management, Professional Liability, @Risk, Casualty Insurance, Underwriting
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance, General
Dustin McKenzie's USI Insurance Services Experience May 2009 - August 2009
Job Student at University of California, Berkeley School of Law
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP June 2014 - August 2014
Professor Andrew Bradt May 2013 - August 2013
National Housing Law Project May 2013 - August 2013
Lafayette Academy January 2012 - July 2012
MCTSP May 2011 - August 2011
United Talent Agency May 2010 - August 2010
USI Insurance Services May 2009 - August 2009
American Cancer Society May 2009 - August 2009
Education
University of California, Berkeley - School of Law 2012 — 2015
Juris Doctor
University of California, Berkeley 2008 — 2011
Bachelor of Arts (B.A.), Economics/Political Science
Granada Hills Charter High School 2003 — 2007
Gibson, Dunn & Crutcher LLP June 2014 - August 2014
Professor Andrew Bradt May 2013 - August 2013
National Housing Law Project May 2013 - August 2013
Lafayette Academy January 2012 - July 2012
MCTSP May 2011 - August 2011
United Talent Agency May 2010 - August 2010
USI Insurance Services May 2009 - August 2009
American Cancer Society May 2009 - August 2009
Education
University of California, Berkeley - School of Law 2012 — 2015
Juris Doctor
University of California, Berkeley 2008 — 2011
Bachelor of Arts (B.A.), Economics/Political Science
Granada Hills Charter High School 2003 — 2007
Amber Whittier, PMP Amber Whittier, PMP's USI Insurance Services Experience July 2000 - June 2002
Job Flexible Project Manager, Wellness Entrepreneur & Yoga Instructor. I'll get you to your release.
Industry Health, Wellness and Fitness
Experience
Self - SoulButter Wellness August 2004 - Present
University of California, Office of the President August 2013 - Present
Alameda Health System May 2012 - July 2013
greenray February 2008 - September 2011
Quality of Life Medical and Research Center August 2004 - June 2010
Canyon Ranch June 2005 - April 2006
USI Insurance Services July 2000 - June 2002
c.b. fitness @ Union Station July 1998 - September 1999
Skills
Wellness Coaching, Massage Therapy, Holistic Health, Creative Branding, Sales Support, Program Management, Teaching, Community Relations, Marketing Communications, Travel Planning, Adventure Travel, Creative Writing, Strategic Planning, Community Development, Research, Sales Operations, Event Planning, Public Relations, Therapeutic Massage, Nutrition, Fundraising, Public Speaking, Coaching, Entrepreneurship, Facebook, Wellbeing, Fitness, Project Management, Brand Implementation, Community Outreach, Newsletters, Yoga, Healthcare, Marketing, Social Media, Wellness, Training, Nonprofits, Management, Leadership, Strategy, Writing, Customer Service, Social Networking, Copywriting
Education
Project Management Institute
PMP Certification - Project Management Professional
Desert Institute of the Healing Arts
1000 Hour Diploma, Massage Therapy & Healing Arts
University of Arizona
BA, Interdisciplinary Studies: Humanities, French, Creative Writing
Self - SoulButter Wellness August 2004 - Present
University of California, Office of the President August 2013 - Present
Alameda Health System May 2012 - July 2013
greenray February 2008 - September 2011
Quality of Life Medical and Research Center August 2004 - June 2010
Canyon Ranch June 2005 - April 2006
USI Insurance Services July 2000 - June 2002
c.b. fitness @ Union Station July 1998 - September 1999
Skills
Wellness Coaching, Massage Therapy, Holistic Health, Creative Branding, Sales Support, Program Management, Teaching, Community Relations, Marketing Communications, Travel Planning, Adventure Travel, Creative Writing, Strategic Planning, Community Development, Research, Sales Operations, Event Planning, Public Relations, Therapeutic Massage, Nutrition, Fundraising, Public Speaking, Coaching, Entrepreneurship, Facebook, Wellbeing, Fitness, Project Management, Brand Implementation, Community Outreach, Newsletters, Yoga, Healthcare, Marketing, Social Media, Wellness, Training, Nonprofits, Management, Leadership, Strategy, Writing, Customer Service, Social Networking, Copywriting
Education
Project Management Institute
PMP Certification - Project Management Professional
Desert Institute of the Healing Arts
1000 Hour Diploma, Massage Therapy & Healing Arts
University of Arizona
BA, Interdisciplinary Studies: Humanities, French, Creative Writing
Jonas Williams Jonas Williams's USI Insurance Services Experience December 2013 - Present
Job Underwriting Associate at EMC Insurance Companies
Industry Insurance
Experience
EMC Insurance Companies January 2015 - Present
USI Insurance Services December 2013 - Present
Molton, Allen & Williams August 2013 - December 2013
Business Electronics Corp August 2012 - August 2013
Brookmont Realty Group, LLC June 2011 - August 2011
Vector Marketing May 2010 - August 2010
Skills
Sales, Marketing, Recruiting, Direct Sales, Training, Analysis, Management, Account Management, Cold Calling, Risk Management, PowerPoint, Social Media, Insurance, Microsoft Excel
Education
Rhodes College 2008 — 2012
Business, History
Universiteit Antwerpen 2011 — 2011
International Marketing
Altamont 2004 — 2008
EMC Insurance Companies January 2015 - Present
USI Insurance Services December 2013 - Present
Molton, Allen & Williams August 2013 - December 2013
Business Electronics Corp August 2012 - August 2013
Brookmont Realty Group, LLC June 2011 - August 2011
Vector Marketing May 2010 - August 2010
Skills
Sales, Marketing, Recruiting, Direct Sales, Training, Analysis, Management, Account Management, Cold Calling, Risk Management, PowerPoint, Social Media, Insurance, Microsoft Excel
Education
Rhodes College 2008 — 2012
Business, History
Universiteit Antwerpen 2011 — 2011
International Marketing
Altamont 2004 — 2008
Monica Runner Monica Runner's USI Insurance Services Experience August 2014 - June 2015
Job Talent Acquisition Specialist at Sutherland Global Services
Industry Human Resources
Experience
Sutherland Global Services June 2015 - Present
USI Insurance Services August 2014 - June 2015
Convergys September 2010 - August 2014
Pitman Company July 2005 - August 2010
MS Society January 2004 - January 2005
Studio Vertu January 2002 - January 2004
Skills
Internet Recruiting, Team Building, Team Leadership, Job Fairs, Customer Service, Talent Acquisition, Client Liason, PeopleSoft, Full-life Cycle..., Applicant Tracking..., Strongly self-motivated, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Recruiting, Interviews, Leadership, Sourcing, Talent Management, Sales, Employee Benefits, Management, Employee Relations, Hiring, Human Resources, Onboarding
Education
University of Cincinnati
Sutherland Global Services June 2015 - Present
USI Insurance Services August 2014 - June 2015
Convergys September 2010 - August 2014
Pitman Company July 2005 - August 2010
MS Society January 2004 - January 2005
Studio Vertu January 2002 - January 2004
Skills
Internet Recruiting, Team Building, Team Leadership, Job Fairs, Customer Service, Talent Acquisition, Client Liason, PeopleSoft, Full-life Cycle..., Applicant Tracking..., Strongly self-motivated, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Recruiting, Interviews, Leadership, Sourcing, Talent Management, Sales, Employee Benefits, Management, Employee Relations, Hiring, Human Resources, Onboarding
Education
University of Cincinnati
Terry C. Lewis Terry C. Lewis's USI Insurance Services Experience May 2011 - May 2013
Job Specialty Sales Account Service Representative at WellPoint
Industry Insurance
Experience
WellPoint May 2013 - Present
USI Insurance Services May 2011 - May 2013
Aetna October 2010 - May 2011
Aetna June 2008 - October 2010
Aetna June 2006 - June 2008
Aetna Inc July 2005 - June 2006
Skills
Disability Insurance, Health Insurance, Dental, Underwriting, Claims, Brokers, Insurance, Employee Benefits, Risk Management, Healthcare, Group Benefits, Data Analysis, Financial Analysis, Excel, Analysis, Pricing, Billing, Proposal Writing, Reinsurance, Term Life Insurance, Risk, Benefits, Life & Health Insurance..., Group Insurance, Life Insurance, Health Care Reform, Workers Compensation, Claim
Education
The University of Connecticut 2001 — 2005
Bachelors of Business Administration, Healthcare Management
Wethersfield High School 1997 — 2001
High School Diploma
WellPoint May 2013 - Present
USI Insurance Services May 2011 - May 2013
Aetna October 2010 - May 2011
Aetna June 2008 - October 2010
Aetna June 2006 - June 2008
Aetna Inc July 2005 - June 2006
Skills
Disability Insurance, Health Insurance, Dental, Underwriting, Claims, Brokers, Insurance, Employee Benefits, Risk Management, Healthcare, Group Benefits, Data Analysis, Financial Analysis, Excel, Analysis, Pricing, Billing, Proposal Writing, Reinsurance, Term Life Insurance, Risk, Benefits, Life & Health Insurance..., Group Insurance, Life Insurance, Health Care Reform, Workers Compensation, Claim
Education
The University of Connecticut 2001 — 2005
Bachelors of Business Administration, Healthcare Management
Wethersfield High School 1997 — 2001
High School Diploma
Lori Landers Lori Landers's USI Insurance Services Experience 2006 - Present
Job Vice President at USi
Industry Insurance
Experience
USI Insurance Services 2006 - Present
Madison Healthcare Insurance Services, Inc. 2001 - 2003
J. Gregory Brown & Company 1998 - 2001
Alexander and Alexander & Company 1992 - 1998
Jardine Insurance Brokers, Inc. 1989 - 1991
Skills
Risk..., Professional Liability..., Consultative Selling, Professional Liability, Casualty, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Employment Practices..., Legal Liability, Liability, Brokers, Workers Compensation, Excess, D&O, Directors & Officers..., Commercial Lines, Insurance Brokerage, Selling, Casualty Insurance, Sales
Education
Bachelor of Liberal Arts- UCLA
B.A., Political Science/Pre-Law
University of California, Los Angeles
USI Insurance Services 2006 - Present
Madison Healthcare Insurance Services, Inc. 2001 - 2003
J. Gregory Brown & Company 1998 - 2001
Alexander and Alexander & Company 1992 - 1998
Jardine Insurance Brokers, Inc. 1989 - 1991
Skills
Risk..., Professional Liability..., Consultative Selling, Professional Liability, Casualty, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Employment Practices..., Legal Liability, Liability, Brokers, Workers Compensation, Excess, D&O, Directors & Officers..., Commercial Lines, Insurance Brokerage, Selling, Casualty Insurance, Sales
Education
Bachelor of Liberal Arts- UCLA
B.A., Political Science/Pre-Law
University of California, Los Angeles
Donna Snyder Donna Snyder's USI Insurance Services Experience January 2003 - October 2003
Job Vice President, Operations Manager Business Insurance at Kibble & Prentice, a USI Company
Industry Insurance
Experience
Kibble & Prentice April 2004 - Present
National Specialty Underwriters October 2003 - April 2004
USI Insurance Services January 2003 - October 2003
PICA Group January 2002 - December 2002
AIS/OUM & Associates November 2000 - December 2001
AIA/OUM & Associates August 1990 - November 1999
Skills
Management, Training, Business Analysis, Microsoft Excel, Sagitta, Microsoft Office, Customer Service, Project Planning, Strategic Planning, Underwriting, Communication Skills, Problem Solving, Interviewing Skills, Marketing, Risk Management, Documentations, Property & Casualty..., Professional Liability, Data Management, Teaching, Team Building, Account Reconciliation, Financial Accounting, Small Business, Compliance, Managerial Finance, Invoicing, Microsoft Word, Office Management, PowerPoint, Typing
Education
UC Berkeley
Bachelor of Arts (B.A.), Developmental and Child Psychology
Santa Rosa High School
Kibble & Prentice April 2004 - Present
National Specialty Underwriters October 2003 - April 2004
USI Insurance Services January 2003 - October 2003
PICA Group January 2002 - December 2002
AIS/OUM & Associates November 2000 - December 2001
AIA/OUM & Associates August 1990 - November 1999
Skills
Management, Training, Business Analysis, Microsoft Excel, Sagitta, Microsoft Office, Customer Service, Project Planning, Strategic Planning, Underwriting, Communication Skills, Problem Solving, Interviewing Skills, Marketing, Risk Management, Documentations, Property & Casualty..., Professional Liability, Data Management, Teaching, Team Building, Account Reconciliation, Financial Accounting, Small Business, Compliance, Managerial Finance, Invoicing, Microsoft Word, Office Management, PowerPoint, Typing
Education
UC Berkeley
Bachelor of Arts (B.A.), Developmental and Child Psychology
Santa Rosa High School
Bob Whelan's USI Insurance Services Experience October 2014 - Present
Job Commercial Insurance and Risk Advisor
Industry Insurance
Experience
USI Insurance Services October 2014 - Present
American Modern Insurance Group January 2013 - July 2014
American Modern Insurance Group February 2008 - January 2013
The Midland Company June 2007 - February 2008
Summit Industries Inc. 2007 - 2007
Fidelity Investments 2006 - 2006
Skills
Property & Casualty..., Liability, Commercial Insurance, Insurance, Property Damage, Process Improvement, Strategic Planning, Marketing, Claims Management, Risk Management, Self-driven, Forecasting, Commercial Lines..., Financial Risk, Marketing Strategy, Underwriting, General Insurance, Professional Liability, Marketing Research, Marketing Analytics, Product Marketing, Analysis, Critical Thinking, Market Research, Problem Solving, Investigation, Casualty, Legal Liability, Commercial Lines, Subrogation, Claim Investigation, Claims Resolution, Claims Handling, Market Analysis, Workers Compensation
Education
Thomas More College 2013 — 2015
Master of Business Administration (MBA)
Thomas More College 2001 — 2005
Bachelor of Arts (B.A.)
Archbishop Alter High School
USI Insurance Services October 2014 - Present
American Modern Insurance Group January 2013 - July 2014
American Modern Insurance Group February 2008 - January 2013
The Midland Company June 2007 - February 2008
Summit Industries Inc. 2007 - 2007
Fidelity Investments 2006 - 2006
Skills
Property & Casualty..., Liability, Commercial Insurance, Insurance, Property Damage, Process Improvement, Strategic Planning, Marketing, Claims Management, Risk Management, Self-driven, Forecasting, Commercial Lines..., Financial Risk, Marketing Strategy, Underwriting, General Insurance, Professional Liability, Marketing Research, Marketing Analytics, Product Marketing, Analysis, Critical Thinking, Market Research, Problem Solving, Investigation, Casualty, Legal Liability, Commercial Lines, Subrogation, Claim Investigation, Claims Resolution, Claims Handling, Market Analysis, Workers Compensation
Education
Thomas More College 2013 — 2015
Master of Business Administration (MBA)
Thomas More College 2001 — 2005
Bachelor of Arts (B.A.)
Archbishop Alter High School
Aaron Isgur Aaron Isgur's USI Insurance Services Experience November 2012 - Present
Job Vice President & Senior Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2012 - Present
Willis June 2005 - November 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
bellaire high school 1991 — 1994
The University of Texas at Austin
USI Insurance Services November 2012 - Present
Willis June 2005 - November 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
bellaire high school 1991 — 1994
The University of Texas at Austin
David Bilu David Bilu's USI Insurance Services Experience September 2013 - Present
Job Commerical Insurance Producer at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2013 - Present
Levi & Associates Insurance LLC March 2011 - August 2013
NPI 2010 - 2011
Corporate Insurance Advisors, LLC 2008 - 2011
Bilu Realty 2005 - 2007
North South Productions 2003 - 2004
Nickelodeon 2000 - 2001
Skills
Commercial Insurance, Marketing, Sales, Insurance, Risk Management, Small Business, Bonds, Training, Customer Service, Contract Negotiation, Management, Employee Benefits, Life Insurance, Business Development, Fixed Annuities, Underwriting, Workers Compensation, Property & Casualty...
Education
University of Florida 2001 — 2004
Bachelor of Science, Telecommunications & Journalism
University of Central Florida 2000 — 2001
Associate of Arts (AA), Telecommunications
Marjory Stoneman Douglas High School 1997 — 2000
USI Insurance Services September 2013 - Present
Levi & Associates Insurance LLC March 2011 - August 2013
NPI 2010 - 2011
Corporate Insurance Advisors, LLC 2008 - 2011
Bilu Realty 2005 - 2007
North South Productions 2003 - 2004
Nickelodeon 2000 - 2001
Skills
Commercial Insurance, Marketing, Sales, Insurance, Risk Management, Small Business, Bonds, Training, Customer Service, Contract Negotiation, Management, Employee Benefits, Life Insurance, Business Development, Fixed Annuities, Underwriting, Workers Compensation, Property & Casualty...
Education
University of Florida 2001 — 2004
Bachelor of Science, Telecommunications & Journalism
University of Central Florida 2000 — 2001
Associate of Arts (AA), Telecommunications
Marjory Stoneman Douglas High School 1997 — 2000
Sky Hamilton CIC AU AIS CISR's USI Insurance Services Experience 2006 - 2010
Job CSRAccount Manager at Boyle Investment Company
Industry Commercial Real Estate
Experience
Boyle Investment Company 2010 - Present
USI Insurance Services 2006 - 2010
Lipscomb & Pitts Insurance 1999 - 2006
Skills
Commercial Insurance, Senior Living..., Insurance, Legal Liability, Commercial Lines, D&O, Health Insurance, Professional Liability, Time Management, Microsoft Excel, Outlook, Customer Satisfaction, Medicare, Underwriting, Marketing, Software Documentation, General Insurance, Casualty, Workers Compensation, Excess, Management, Long-term Care, Account Management, Umbrella Insurance, Claim, Liability, Employee Benefits, Brokers, Customer Retention, Invoicing, New Business Development, Property & Casualty..., Health Savings Accounts, Employment Practices..., Accident, Agents, Property, Team Building, Whole Life, Casualty Insurance, Sales, Leadership, Interviews, Disability Insurance, Homeowners, Applicant Tracking..., Customer Service, Hiring, Health Care Reform, Risk Management
Education
The University of Memphis
Bachelor of Fine Arts (BFA), Journalism
Boyle Investment Company 2010 - Present
USI Insurance Services 2006 - 2010
Lipscomb & Pitts Insurance 1999 - 2006
Skills
Commercial Insurance, Senior Living..., Insurance, Legal Liability, Commercial Lines, D&O, Health Insurance, Professional Liability, Time Management, Microsoft Excel, Outlook, Customer Satisfaction, Medicare, Underwriting, Marketing, Software Documentation, General Insurance, Casualty, Workers Compensation, Excess, Management, Long-term Care, Account Management, Umbrella Insurance, Claim, Liability, Employee Benefits, Brokers, Customer Retention, Invoicing, New Business Development, Property & Casualty..., Health Savings Accounts, Employment Practices..., Accident, Agents, Property, Team Building, Whole Life, Casualty Insurance, Sales, Leadership, Interviews, Disability Insurance, Homeowners, Applicant Tracking..., Customer Service, Hiring, Health Care Reform, Risk Management
Education
The University of Memphis
Bachelor of Fine Arts (BFA), Journalism
Jim Martin, CIC Jim Martin, CIC's USI Insurance Services Experience February 2011 - July 2012
Job Regional Vice President of Sales at PeopLease
Industry Insurance
Experience
PeopLease April 2014 - Present
CLA USA, Inc December 2013 - March 2014
Independent Insurance Group August 2012 - September 2013
USI Insurance Services February 2011 - July 2012
Hub International March 2009 - February 2011
Liberty Mutual Insurance 2007 - 2009
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Employment Practices..., Casualty, Umbrella Insurance, D&O, Commercial Lines, Insurance, Brokers, Liability, General Insurance, Excess, Inland Marine, Marketing, Sales, Risk Management, Account Management, Leadership, New Business Development, Life Insurance, Reinsurance, Claims Management, Term Life Insurance, Financial Risk, Casualty Insurance
Education
The University of Texas at Dallas
Bachelor of Arts, Crime and Justice Studies
The University of Texas at Austin
PeopLease April 2014 - Present
CLA USA, Inc December 2013 - March 2014
Independent Insurance Group August 2012 - September 2013
USI Insurance Services February 2011 - July 2012
Hub International March 2009 - February 2011
Liberty Mutual Insurance 2007 - 2009
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Employment Practices..., Casualty, Umbrella Insurance, D&O, Commercial Lines, Insurance, Brokers, Liability, General Insurance, Excess, Inland Marine, Marketing, Sales, Risk Management, Account Management, Leadership, New Business Development, Life Insurance, Reinsurance, Claims Management, Term Life Insurance, Financial Risk, Casualty Insurance
Education
The University of Texas at Dallas
Bachelor of Arts, Crime and Justice Studies
The University of Texas at Austin
Pascal Ray Pascal Ray's USI Insurance Services Experience March 2015 - Present
Job Senior Vice President, Marine & Energy Program Manager
Industry Insurance
Experience
USI Insurance Services March 2015 - Present
AmWINS Brokerage of Texas, Inc. September 2008 - March 2015
Wells Fargo Insurance Services May 2004 - September 2008
Marsh & McLennan Companies, Inc. August 1994 - May 2004
Skills
D&O, Casualty, Underwriting, Property & Casualty..., Professional Liability, Insurance, Commercial Insurance, Brokers, Energy, Legal Liability, Liability, Commercial Lines, Financial Risk, Customer Service, General Insurance, Risk Management, Marine Insurance, Reinsurance
Education
University of Houston-Clear Lake 1983 — 1985
Bachelor of Business Adminsitration, Business, Honors Graduate, Cum Lade
University of Colorado Boulder 1978 — 1982
Engineering, Deans List
USI Insurance Services March 2015 - Present
AmWINS Brokerage of Texas, Inc. September 2008 - March 2015
Wells Fargo Insurance Services May 2004 - September 2008
Marsh & McLennan Companies, Inc. August 1994 - May 2004
Skills
D&O, Casualty, Underwriting, Property & Casualty..., Professional Liability, Insurance, Commercial Insurance, Brokers, Energy, Legal Liability, Liability, Commercial Lines, Financial Risk, Customer Service, General Insurance, Risk Management, Marine Insurance, Reinsurance
Education
University of Houston-Clear Lake 1983 — 1985
Bachelor of Business Adminsitration, Business, Honors Graduate, Cum Lade
University of Colorado Boulder 1978 — 1982
Engineering, Deans List
Jeff Carleton Jeff Carleton's USI Insurance Services Experience September 2012 - January 2013
Job Account Executive at Champoux Insurance Agency
Industry Insurance
Experience
USI Insurance Services September 2012 - January 2013
TD Insurance September 2000 - September 2012
Acadia Insurance April 2000 - August 2000
AIG September 1997 - April 2000
Skills
Insurance, Customer Service, Sales, Account Management, Property & Casualty...
Education
Thomas College 1992 — 1996
Finance/Economics, Finance
The American Institute for CPCU
B.S, Finance/Economics; Business Finance
USI Insurance Services September 2012 - January 2013
TD Insurance September 2000 - September 2012
Acadia Insurance April 2000 - August 2000
AIG September 1997 - April 2000
Skills
Insurance, Customer Service, Sales, Account Management, Property & Casualty...
Education
Thomas College 1992 — 1996
Finance/Economics, Finance
The American Institute for CPCU
B.S, Finance/Economics; Business Finance
Julie Edwards-Sanchez Julie Edwards-Sanchez's USI Insurance Services Experience May 2011 - Present
Job Senior Vice President, Risk Solutions at USI Insurance Services
Industry Marketing and Advertising
Experience
USI Insurance Services May 2011 - Present
Zenith Insurance Company (United States) September 2009 - February 2011
Zurich North America April 2005 - September 2009
Argonaut Insurance 2004 - 2005
St. Paul Insurance 1996 - 2000
Skills
Underwriting, Property & Casualty..., Casualty, Strategic Planning, Risk Management, Negotiation, Legal Liability, Insurance, Mergers, Commercial Insurance, Liability, Workers Compensation, Sales, Management, Professional Liability, CPCU, Brokers, Claim, General Insurance, Reinsurance, Umbrella Insurance, Casualty Insurance
Education
University of California, Los Angeles 1984 — 1988
BA, Economics
USI Insurance Services May 2011 - Present
Zenith Insurance Company (United States) September 2009 - February 2011
Zurich North America April 2005 - September 2009
Argonaut Insurance 2004 - 2005
St. Paul Insurance 1996 - 2000
Skills
Underwriting, Property & Casualty..., Casualty, Strategic Planning, Risk Management, Negotiation, Legal Liability, Insurance, Mergers, Commercial Insurance, Liability, Workers Compensation, Sales, Management, Professional Liability, CPCU, Brokers, Claim, General Insurance, Reinsurance, Umbrella Insurance, Casualty Insurance
Education
University of California, Los Angeles 1984 — 1988
BA, Economics
Danelle Touchstone Danelle Touchstone's USI Insurance Services Experience June 2000 - Present
Job Commercial Insurance Account Manager at USI Southwest
Industry Insurance
Experience
USI Insurance Services June 2000 - Present
Education
The University of Texas at San Antonio
USI Insurance Services June 2000 - Present
Education
The University of Texas at San Antonio
Jay Mirabelli Jay Mirabelli's USI Insurance Services Experience 2008 - 2010
Job Group Rep at Aflac
Industry Insurance
Experience
Aflac March 2013 - Present
Colonial Life 2011 - 2013
Allstate Workplace Division 2010 - 2012
USI Insurance Services 2008 - 2010
MetLife 2001 - 2007
Unum 1996 - 2001
Skills
Employee Benefits, Sales, Insurance, Term Life Insurance, Underwriting, Health Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Marketing, Sales Management, Leadership, Management, Brokers
Education
University of Delaware
Business, General Studies
University of Delaware
Aflac March 2013 - Present
Colonial Life 2011 - 2013
Allstate Workplace Division 2010 - 2012
USI Insurance Services 2008 - 2010
MetLife 2001 - 2007
Unum 1996 - 2001
Skills
Employee Benefits, Sales, Insurance, Term Life Insurance, Underwriting, Health Insurance, Life Insurance, Disability Insurance, Health Savings Accounts, Marketing, Sales Management, Leadership, Management, Brokers
Education
University of Delaware
Business, General Studies
University of Delaware
Cathryn Infante, ACSR, CISR's USI Insurance Services Experience September 2002 - Present
Job Account ExecutiveMedical Professional Liability at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2002 - Present
Skills
Medical Professional..., Professional Liability, Cyber Liability, Directors & Officers..., Errors & Omissions, D&O, Liability Analysis, Medical Malpractice, Employment Practices..., Liability, Commercial Lines, Commercial Insurance, Casualty, Property & Casualty..., Umbrella Insurance, Brokers, Legal Liability, Casualty Insurance, Customer Service, Healthcare, Insurance, Underwriting
Education
The University of Texas at Austin
USI Insurance Services September 2002 - Present
Skills
Medical Professional..., Professional Liability, Cyber Liability, Directors & Officers..., Errors & Omissions, D&O, Liability Analysis, Medical Malpractice, Employment Practices..., Liability, Commercial Lines, Commercial Insurance, Casualty, Property & Casualty..., Umbrella Insurance, Brokers, Legal Liability, Casualty Insurance, Customer Service, Healthcare, Insurance, Underwriting
Education
The University of Texas at Austin
Rayssa LaBerge Rayssa LaBerge's USI Insurance Services Experience July 2015 - Present
Job Benefits Analyst & Marketing
Industry Insurance
Experience
USI Insurance Services July 2015 - Present
Velan Inc. December 2009 - December 2014
Coliseum Of Comics January 2004 - July 2008
Skills
HR Policies, HRIS, Human Resources, Employee Relations, Talent Management, Employee Engagement, Talent Acquisition, Recruiting, Performance Management, Performance Appraisal, Payroll, Change Management, Microsoft Office, Outlook, Coaching, Microsoft Excel, FMLA, Onboarding, Administration, Workforce Planning, Deferred Compensation, Benefits Administration, Compensation & Benefit, Grievances, New Hire Orientations, Job Descriptions, Employee Handbooks, Customer Service, Management, Process Improvement, Sales, Organizational..., Microsoft Word, Manufacturing, Training, Project Management, Time Management, Strategic Planning, Negotiation, Employee Training, Team Building, PowerPoint, Applicant Tracking..., Succession Planning, Leadership
Education
University of Central Florida
Valencia Community College
Associate's degree, Business Administration and Management, General
USI Insurance Services July 2015 - Present
Velan Inc. December 2009 - December 2014
Coliseum Of Comics January 2004 - July 2008
Skills
HR Policies, HRIS, Human Resources, Employee Relations, Talent Management, Employee Engagement, Talent Acquisition, Recruiting, Performance Management, Performance Appraisal, Payroll, Change Management, Microsoft Office, Outlook, Coaching, Microsoft Excel, FMLA, Onboarding, Administration, Workforce Planning, Deferred Compensation, Benefits Administration, Compensation & Benefit, Grievances, New Hire Orientations, Job Descriptions, Employee Handbooks, Customer Service, Management, Process Improvement, Sales, Organizational..., Microsoft Word, Manufacturing, Training, Project Management, Time Management, Strategic Planning, Negotiation, Employee Training, Team Building, PowerPoint, Applicant Tracking..., Succession Planning, Leadership
Education
University of Central Florida
Valencia Community College
Associate's degree, Business Administration and Management, General
Joyce Zutz Joyce Zutz's USI Insurance Services Experience November 2014 - Present
Job Facilitator, USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
Willis October 2008 - November 2014
HRH March 2006 - October 2008
Zutz Insurance Group June 1975 - March 2006
Skills
Policy, Insurance, Risk Assessment, New Business Development, Commercial Insurance, Property & Casualty..., Underwriting, Strategic Planning
Education
Widener University 1981 — 1982
Business Administration and Management, General
University of Delaware 1979 — 1981
Goldey Beacom College 1976 — 1978
AA, Buiness
USI Insurance Services November 2014 - Present
Willis October 2008 - November 2014
HRH March 2006 - October 2008
Zutz Insurance Group June 1975 - March 2006
Skills
Policy, Insurance, Risk Assessment, New Business Development, Commercial Insurance, Property & Casualty..., Underwriting, Strategic Planning
Education
Widener University 1981 — 1982
Business Administration and Management, General
University of Delaware 1979 — 1981
Goldey Beacom College 1976 — 1978
AA, Buiness
J. Conor Overstake J. Conor Overstake's USI Insurance Services Experience December 2013 - June 2014
Job Account Executive, Assistant Vice President at WoodruffSawyer & Co
Industry Insurance
Experience
Woodruff-Sawyer & Co June 2014 - Present
Veteran's Passport to Hope March 2014 - Present
United States Marine Corps October 2014 - Present
USI Insurance Services December 2013 - June 2014
Van Gilder Insurance (Acquired by USI December 2013) December 2012 - December 2013
The Murphy Insurance Group November 2010 - October 2012
US Marine Corps October 2001 - September 2010
Skills
Leadership, Property & Casualty..., Employee Benefits, Sales, Management, Life Insurance, Commercial Insurance, Strategic Planning, Account Management, Program Management, Start-ups, Selling, Team Leadership, Underwriting, Salesforce.com, Workers Compensation, Risk Management, Professional Liability, Small Business, New Business Development, Social Networking, Health Insurance, Direct Sales, Legal Liability, Umbrella Insurance, Disability Insurance, Networking, Sales Operations, Liability, Commercial Lines..., Consultative Selling, Sales Cycle Management, Transactional Liability, Cyber Liability, d, Directors & Officers...
Education
University of Colorado Boulder 1997 — 2001
Bachelor's degree, Economics
Woodruff-Sawyer & Co June 2014 - Present
Veteran's Passport to Hope March 2014 - Present
United States Marine Corps October 2014 - Present
USI Insurance Services December 2013 - June 2014
Van Gilder Insurance (Acquired by USI December 2013) December 2012 - December 2013
The Murphy Insurance Group November 2010 - October 2012
US Marine Corps October 2001 - September 2010
Skills
Leadership, Property & Casualty..., Employee Benefits, Sales, Management, Life Insurance, Commercial Insurance, Strategic Planning, Account Management, Program Management, Start-ups, Selling, Team Leadership, Underwriting, Salesforce.com, Workers Compensation, Risk Management, Professional Liability, Small Business, New Business Development, Social Networking, Health Insurance, Direct Sales, Legal Liability, Umbrella Insurance, Disability Insurance, Networking, Sales Operations, Liability, Commercial Lines..., Consultative Selling, Sales Cycle Management, Transactional Liability, Cyber Liability, d, Directors & Officers...
Education
University of Colorado Boulder 1997 — 2001
Bachelor's degree, Economics
Alison Almquist Alison Almquist's USI Insurance Services Experience November 2011 - October 2013
Job Senior Vice President at Beecher Carlson
Industry Insurance
Experience
Beecher Carlson October 2013 - Present
USI Insurance Services November 2011 - October 2013
Carey, Richmond & Viking Insurance December 2008 - May 2011
Marsh July 2005 - January 2008
Marsh 2004 - 2006
Marsh 2003 - 2005
Marsh 2000 - 2003
Marsh 1985 - 2003
Commercial Union 1979 - 1985
Skills
Property & Casualty..., Casualty, Insurance, Underwriting, Professional Liability, Commercial Insurance, Liability, Brokers, Legal Liability, Workers Compensation, D&O, Reinsurance, General Insurance, Commercial Lines, Risk Management, Claim, Employment Practices..., Umbrella Insurance, Excess, Employee Benefits, Insurance Brokerage, Inland Marine, Financial Risk, Captives, Liability Analysis, Casualty Insurance
Education
Trinity College-Hartford 1974 — 1978
BA, Psychology
Beecher Carlson October 2013 - Present
USI Insurance Services November 2011 - October 2013
Carey, Richmond & Viking Insurance December 2008 - May 2011
Marsh July 2005 - January 2008
Marsh 2004 - 2006
Marsh 2003 - 2005
Marsh 2000 - 2003
Marsh 1985 - 2003
Commercial Union 1979 - 1985
Skills
Property & Casualty..., Casualty, Insurance, Underwriting, Professional Liability, Commercial Insurance, Liability, Brokers, Legal Liability, Workers Compensation, D&O, Reinsurance, General Insurance, Commercial Lines, Risk Management, Claim, Employment Practices..., Umbrella Insurance, Excess, Employee Benefits, Insurance Brokerage, Inland Marine, Financial Risk, Captives, Liability Analysis, Casualty Insurance
Education
Trinity College-Hartford 1974 — 1978
BA, Psychology
Warren Hopper, CCM Warren Hopper, CCM's USI Insurance Services Experience March 2010 - March 2013
Job Vice President at BancorpSouth Insurance Services, Inc.
Industry Insurance
Experience
BancorpSouth Insurance Services, Inc. May 2013 - Present
USI Insurance Services March 2010 - March 2013
Kemmons Wilson Insurance Group March 2008 - March 2010
Peterson Insurance Services, Inc. January 2006 - March 2008
Duncan-Williams, Inc. March 2005 - December 2006
Roadshow BMW/MINI February 1998 - February 2005
Modern Music Audio/Video May 1992 - May 1998
Skills
Insurance, Risk Management, Commercial Insurance, Workers Compensation, Catastrophe Modeling, Underwriting, Commercial Lines, Property & Casualty..., Professional Liability, Legal Liability, Microsoft Excel, PowerPoint, Risk Assessment, Visio, Analysis, Umbrella Insurance, Management, Employment Practices..., Microsoft CRM, Loss Prevention, Sales Management, Modmaster, Advisen, Sagitta, SES TIMS, TrustUSI, AIR CAT Modeling, Work Comp Loss Trend..., Safety, Business Continuity...
Education
University of Alabama 1985 — 1992
English
BancorpSouth Insurance Services, Inc. May 2013 - Present
USI Insurance Services March 2010 - March 2013
Kemmons Wilson Insurance Group March 2008 - March 2010
Peterson Insurance Services, Inc. January 2006 - March 2008
Duncan-Williams, Inc. March 2005 - December 2006
Roadshow BMW/MINI February 1998 - February 2005
Modern Music Audio/Video May 1992 - May 1998
Skills
Insurance, Risk Management, Commercial Insurance, Workers Compensation, Catastrophe Modeling, Underwriting, Commercial Lines, Property & Casualty..., Professional Liability, Legal Liability, Microsoft Excel, PowerPoint, Risk Assessment, Visio, Analysis, Umbrella Insurance, Management, Employment Practices..., Microsoft CRM, Loss Prevention, Sales Management, Modmaster, Advisen, Sagitta, SES TIMS, TrustUSI, AIR CAT Modeling, Work Comp Loss Trend..., Safety, Business Continuity...
Education
University of Alabama 1985 — 1992
English
Tessica Dooley's USI Insurance Services Experience November 2013 - January 2015
Job Visiting Instructor at University of Illinois Springfield
Industry Legal Services
Experience
University of Illinois Springfield August 2015 - Present
University of Central Arkansas January 2015 - Present
USI Insurance Services November 2013 - January 2015
USI Insurance Services October 2012 - November 2013
Windstream Communications January 2012 - October 2012
Windstream Communications March 2008 - February 2012
Jack and Holly Martin & Associates, Attorneys at Law, P.A. January 2007 - March 2008
Skills
Legal Research, Legal Writing, Litigation, Employment Law, Contract Negotiation, Corporate Law, Mediation, Civil Litigation, Employee Relations, Negotiation, Telecommunications, Policy, Employee Benefits, Bankruptcy, Family Law, ERISA, Settlement, Appeals, Analysis, Legal Compliance, Corporate Governance, Legislative Relations, Human Resources, Commercial Litigation, Hearings, Legal Assistance, Trials, Westlaw, Legal Issues, Lexis, Insurance Law, Criminal Defense, Policy Analysis, Dispute, EEOC, Contract Management, Estate Planning, Workers Compensation, Employment Contracts, Public Policy, Research, Government, Leadership Development, Labor Relations, Dispute Resolution, Employment..., Breach Of Contract, Due Diligence, Pleadings, Public Speaking
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2002 — 2005
JD
University of Central Arkansas 1998 — 2002
BA, Psychology
University of Illinois Springfield August 2015 - Present
University of Central Arkansas January 2015 - Present
USI Insurance Services November 2013 - January 2015
USI Insurance Services October 2012 - November 2013
Windstream Communications January 2012 - October 2012
Windstream Communications March 2008 - February 2012
Jack and Holly Martin & Associates, Attorneys at Law, P.A. January 2007 - March 2008
Skills
Legal Research, Legal Writing, Litigation, Employment Law, Contract Negotiation, Corporate Law, Mediation, Civil Litigation, Employee Relations, Negotiation, Telecommunications, Policy, Employee Benefits, Bankruptcy, Family Law, ERISA, Settlement, Appeals, Analysis, Legal Compliance, Corporate Governance, Legislative Relations, Human Resources, Commercial Litigation, Hearings, Legal Assistance, Trials, Westlaw, Legal Issues, Lexis, Insurance Law, Criminal Defense, Policy Analysis, Dispute, EEOC, Contract Management, Estate Planning, Workers Compensation, Employment Contracts, Public Policy, Research, Government, Leadership Development, Labor Relations, Dispute Resolution, Employment..., Breach Of Contract, Due Diligence, Pleadings, Public Speaking
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2002 — 2005
JD
University of Central Arkansas 1998 — 2002
BA, Psychology
Edward Chorey Edward Chorey's USI Insurance Services Experience June 2011 - Present
Job Vice President, Risk Management Services at USI Insurance
Industry Insurance
Experience
USI Insurance Services June 2011 - Present
Independent Consultant August 2009 - June 2011
Cincinnati Milacron December 2006 - August 2009
Cincinnati Milacron July 2004 - December 2006
Cincinnati Milacron September 2001 - June 2004
Cincinnati Milacron January 2000 - August 2001
Cincinnati Milacron May 1997 - December 1999
Cincinnati Milacron October 1996 - April 1997
Skills
NFPA 13 Sprinkler..., OSHA 7115 Lockout/Tagout, OSHA 500 Construction..., Microsoft Dynamics CRM, Zywave Mod Master, Zywave Broker Brief Case, Loss Forecaster 5, Zywave Ralle Analytics, Engineering, Software Installation, Microsoft CRM, Six Sigma, ERP, Leadership, Business Intelligence, Construction, Manufacturing, Business Analysis, Strategic Planning, Management, NFPA, Visio, Lock Out Tag Out, Risk Management, Sprinkler, Program Management, Software Development, Quality Assurance, Lean Manufacturing, Project Management, Forecasting, Training, Analysis, Operations Management, Business Process..., Team Building, Process Improvement, Employee Benefits, Cross-functional Team..., Insurance, Testing, Risk Assessment, Workers Compensation, Sales Operations, Sales, Root Cause Analysis, Product Development, Process Engineering, Change Management
Education
University of Cincinnati 2013 — 2013
OSHA 501 General Industry, OSHA 10 & 30 Hour Safety Trainer
OSHA 2011 — 2011
OSHA Authorized Trainer - Construction and General Industry, Safety - OSHA 3110 Fall Arrest Protection
University of Cincinnati 2011 — 2011
OSHA 500 Construction Industry, OSHA 10 & 30 hour Safety Trainer
ISSSC 2009 — 2010
Certification, Six Sigma, PMP
SEAK 2006 — 2007
Certification, Expert Witness, Investigation, Deposition, and Workers Comp
University of Dayton 1988 — 1989
Lean Manufacturing
The University of Akron 1974 — 1978
BSEET, Electrical Electronics Engineering
USI Insurance Services June 2011 - Present
Independent Consultant August 2009 - June 2011
Cincinnati Milacron December 2006 - August 2009
Cincinnati Milacron July 2004 - December 2006
Cincinnati Milacron September 2001 - June 2004
Cincinnati Milacron January 2000 - August 2001
Cincinnati Milacron May 1997 - December 1999
Cincinnati Milacron October 1996 - April 1997
Skills
NFPA 13 Sprinkler..., OSHA 7115 Lockout/Tagout, OSHA 500 Construction..., Microsoft Dynamics CRM, Zywave Mod Master, Zywave Broker Brief Case, Loss Forecaster 5, Zywave Ralle Analytics, Engineering, Software Installation, Microsoft CRM, Six Sigma, ERP, Leadership, Business Intelligence, Construction, Manufacturing, Business Analysis, Strategic Planning, Management, NFPA, Visio, Lock Out Tag Out, Risk Management, Sprinkler, Program Management, Software Development, Quality Assurance, Lean Manufacturing, Project Management, Forecasting, Training, Analysis, Operations Management, Business Process..., Team Building, Process Improvement, Employee Benefits, Cross-functional Team..., Insurance, Testing, Risk Assessment, Workers Compensation, Sales Operations, Sales, Root Cause Analysis, Product Development, Process Engineering, Change Management
Education
University of Cincinnati 2013 — 2013
OSHA 501 General Industry, OSHA 10 & 30 Hour Safety Trainer
OSHA 2011 — 2011
OSHA Authorized Trainer - Construction and General Industry, Safety - OSHA 3110 Fall Arrest Protection
University of Cincinnati 2011 — 2011
OSHA 500 Construction Industry, OSHA 10 & 30 hour Safety Trainer
ISSSC 2009 — 2010
Certification, Six Sigma, PMP
SEAK 2006 — 2007
Certification, Expert Witness, Investigation, Deposition, and Workers Comp
University of Dayton 1988 — 1989
Lean Manufacturing
The University of Akron 1974 — 1978
BSEET, Electrical Electronics Engineering
Roger Holden, CLU Roger Holden, CLU's USI Insurance Services Experience May 2014 - January 2015
Job Vice President, Senior Client Executive at Cowart Insurance Group
Industry Insurance
Experience
Cowart Insurance Group March 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services February 2010 - May 2014
Holden Benefits, Inc. May 1994 - 2010
HRH Insurance Services, Inc. 1989 - 1994
Skills
Insurance, Health Insurance, Underwriting, Brokers, Employee Benefits, Account Management, Disability Insurance, Life Insurance, Commercial Lines, Managed Care, Health Savings Accounts, Sales, Fixed Annuities, Long-term Care, Term Life Insurance, Professional Liability, Retirement, Workers Compensation, D&O, Retirement Planning, Property & Casualty..., Commercial Insurance, Casualty, Claim, Reinsurance, Liability, Medicare, Employment Practices..., Whole Life, Legal Liability, General Insurance, COBRA, Excess, Risk Management, Relationship Management
Education
The University of Georgia
BBA, Risk Management and Insurance
Cowart Insurance Group March 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services February 2010 - May 2014
Holden Benefits, Inc. May 1994 - 2010
HRH Insurance Services, Inc. 1989 - 1994
Skills
Insurance, Health Insurance, Underwriting, Brokers, Employee Benefits, Account Management, Disability Insurance, Life Insurance, Commercial Lines, Managed Care, Health Savings Accounts, Sales, Fixed Annuities, Long-term Care, Term Life Insurance, Professional Liability, Retirement, Workers Compensation, D&O, Retirement Planning, Property & Casualty..., Commercial Insurance, Casualty, Claim, Reinsurance, Liability, Medicare, Employment Practices..., Whole Life, Legal Liability, General Insurance, COBRA, Excess, Risk Management, Relationship Management
Education
The University of Georgia
BBA, Risk Management and Insurance
Thais Moore Thais Moore's USI Insurance Services Experience June 1999 - September 2002
Job Director of Marketing & Communications at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2012 - Present
Lockton Companies September 2002 - June 2014
USI Insurance Services June 1999 - September 2002
Pitney Bowes September 1996 - June 1999
Skills
Marketing Communications, Strategic Communications, Internal Communications, Employee Benefits, Communication Training, Media Relations, Newsletters, Insurance, Health Insurance, Marketing, Public Relations
Education
The University of Connecticut 1991 — 1996
Bachelor of Arts, Communication Sciences
Wilbur Cross High School 1987 — 1991
Lockton Companies June 2012 - Present
Lockton Companies September 2002 - June 2014
USI Insurance Services June 1999 - September 2002
Pitney Bowes September 1996 - June 1999
Skills
Marketing Communications, Strategic Communications, Internal Communications, Employee Benefits, Communication Training, Media Relations, Newsletters, Insurance, Health Insurance, Marketing, Public Relations
Education
The University of Connecticut 1991 — 1996
Bachelor of Arts, Communication Sciences
Wilbur Cross High School 1987 — 1991
Derek Matheson Derek Matheson's USI Insurance Services Experience June 2015 - Present
Job Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
Truespec Energy Products September 2014 - June 2015
Oak Hills Country Club May 2012 - August 2014
Tau Kappa Epsilon Fraternity September 2013 - May 2014
Investment Society September 2013 - May 2014
The Hills Dental Spa September 2009 - June 2011
Skills
Microsoft Office, Finance, Public Speaking, Strategic Planning, Risk Management, Leadership, Teamwork, Insurance, Employee Benefits, Stock Market, Oil & Gas, Investments, Commodity Markets, Social Skills, Life Insurance, Chemical Metering Pumps, Sales, Microsoft Word, Customer Service, Microsoft Excel
Education
The University of Texas at San Antonio 2010 — 2014
Bachelor of Business Administration (BBA), Finance
USI Insurance Services June 2015 - Present
Truespec Energy Products September 2014 - June 2015
Oak Hills Country Club May 2012 - August 2014
Tau Kappa Epsilon Fraternity September 2013 - May 2014
Investment Society September 2013 - May 2014
The Hills Dental Spa September 2009 - June 2011
Skills
Microsoft Office, Finance, Public Speaking, Strategic Planning, Risk Management, Leadership, Teamwork, Insurance, Employee Benefits, Stock Market, Oil & Gas, Investments, Commodity Markets, Social Skills, Life Insurance, Chemical Metering Pumps, Sales, Microsoft Word, Customer Service, Microsoft Excel
Education
The University of Texas at San Antonio 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Ed Stone's USI Insurance Services Experience April 2011 - July 2012
Job Managing Director Property Brokerage at RLA Insurance Intermediaries, LLC
Industry Insurance
Experience
RLA Insurance Intermediaries, LLC July 2012 - Present
USI Insurance Services April 2011 - July 2012
RT Specialty / McAuley, Woods & Associates April 2006 - April 2011
Garden of Life August 2003 - April 2006
McAuley Woods & Associates February 2000 - August 2003
Plymouth Financial Company, Inc. April 1998 - February 2000
Ocwen Financial Corporation 1996 - 1997
Skills
Licensed Property &..., Brokers, Property & Casualty..., Commercial Insurance, Insurance, Catastrophe Modeling, Excess & Surplus Lines, Humor, Soccer, Creative Solutions, Insurance Brokerage, Responsiveness, Risk Management, Excess, General Insurance, Commercial Lines, Inland Marine, Property, Liability
Education
The University of Georgia 1994 — 1995
M.Ed., Education
University of Virginia 1990 — 1994
B.A., English
Woodberry Forest 1987 — 1990
RLA Insurance Intermediaries, LLC July 2012 - Present
USI Insurance Services April 2011 - July 2012
RT Specialty / McAuley, Woods & Associates April 2006 - April 2011
Garden of Life August 2003 - April 2006
McAuley Woods & Associates February 2000 - August 2003
Plymouth Financial Company, Inc. April 1998 - February 2000
Ocwen Financial Corporation 1996 - 1997
Skills
Licensed Property &..., Brokers, Property & Casualty..., Commercial Insurance, Insurance, Catastrophe Modeling, Excess & Surplus Lines, Humor, Soccer, Creative Solutions, Insurance Brokerage, Responsiveness, Risk Management, Excess, General Insurance, Commercial Lines, Inland Marine, Property, Liability
Education
The University of Georgia 1994 — 1995
M.Ed., Education
University of Virginia 1990 — 1994
B.A., English
Woodberry Forest 1987 — 1990
Chris Sural Chris Sural's USI Insurance Services Experience March 2009 - January 2014
Job Administrative Manager for the Commissioner of the Revenue
Industry Government Administration
Experience
City of Norfolk January 2014 - Present
USI Insurance Services March 2009 - January 2014
Strike Fighter Wing Atlantic January 2005 - January 2008
US Navy 1983 - 2008
Carrier Air Wing ONE January 2002 - January 2005
Navy Manpower and Analysis Center January 2000 - January 2002
Skills
Employee Benefits, Human Resources, Management, Leadership Development, Applicant Tracking..., Strategic Planning, Team Building, Training, Budgets, Organizational..., Public Speaking, Employee Relations, CRM
Education
Troy University 1991 — 1992
MPA, Public Administration
West Liberty State College 1978 — 1982
BA, Secondary Education
Catholic Central High School Steubenville Ohio
City of Norfolk January 2014 - Present
USI Insurance Services March 2009 - January 2014
Strike Fighter Wing Atlantic January 2005 - January 2008
US Navy 1983 - 2008
Carrier Air Wing ONE January 2002 - January 2005
Navy Manpower and Analysis Center January 2000 - January 2002
Skills
Employee Benefits, Human Resources, Management, Leadership Development, Applicant Tracking..., Strategic Planning, Team Building, Training, Budgets, Organizational..., Public Speaking, Employee Relations, CRM
Education
Troy University 1991 — 1992
MPA, Public Administration
West Liberty State College 1978 — 1982
BA, Secondary Education
Catholic Central High School Steubenville Ohio
Deirdre Mates Deirdre Mates's USI Insurance Services Experience January 2012 - September 2012
Job Commercial P&C Agent
Industry Insurance
Experience
Columbia Dental November 2014 - Present
GoodWorks July 2008 - Present
IFG Companies October 2013 - January 2014
AmWINS Group July 2013 - September 2013
USI Insurance Services January 2012 - September 2012
Independent Contractor August 2011 - December 2011
Target Insurance Services July 2002 - January 2010
Aerrows Blind & Shade March 2001 - May 2002
Literacy Volunteers of America October 1997 - January 2001
Skills
Underwriting, Insurance, Microsoft Office, Excel, Word, PowerPoint, Strategic Planning, Teamwork, Research, Program Management, Commercial Insurance, Brokers, Analysis, Coaching, Employment Practices..., Property & Casualty..., Microsoft Excel, Leadership, E&O, Legal Liability, Account Management, Marketing, Umbrella Insurance, Team Leadership, D&O, Commercial Lines, Training, Team Building, Liability, New Business Development, Customer Service, Professional Liability, Casualty, Outlook, Microsoft Word, Excess, Workers Compensation, Management, Negotiation, General Insurance, Risk Management, Employee Benefits, Accident, Claim, Fiduciary, Inland Marine, Errors & Omissions, Casualty Insurance
Education
University of Phoenix 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration
The University of Connecticut School of Business 2008 — 2009
Business Administration (MBA)
University of Phoenix 2004 — 2007
Bachelor of Science in Business Administration, Business Administration, GPA 3.25
Three Rivers Community College 1997 — 2000
Certificate in General Studies, Business Administration
Columbia Dental November 2014 - Present
GoodWorks July 2008 - Present
IFG Companies October 2013 - January 2014
AmWINS Group July 2013 - September 2013
USI Insurance Services January 2012 - September 2012
Independent Contractor August 2011 - December 2011
Target Insurance Services July 2002 - January 2010
Aerrows Blind & Shade March 2001 - May 2002
Literacy Volunteers of America October 1997 - January 2001
Skills
Underwriting, Insurance, Microsoft Office, Excel, Word, PowerPoint, Strategic Planning, Teamwork, Research, Program Management, Commercial Insurance, Brokers, Analysis, Coaching, Employment Practices..., Property & Casualty..., Microsoft Excel, Leadership, E&O, Legal Liability, Account Management, Marketing, Umbrella Insurance, Team Leadership, D&O, Commercial Lines, Training, Team Building, Liability, New Business Development, Customer Service, Professional Liability, Casualty, Outlook, Microsoft Word, Excess, Workers Compensation, Management, Negotiation, General Insurance, Risk Management, Employee Benefits, Accident, Claim, Fiduciary, Inland Marine, Errors & Omissions, Casualty Insurance
Education
University of Phoenix 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration
The University of Connecticut School of Business 2008 — 2009
Business Administration (MBA)
University of Phoenix 2004 — 2007
Bachelor of Science in Business Administration, Business Administration, GPA 3.25
Three Rivers Community College 1997 — 2000
Certificate in General Studies, Business Administration
Sarice Jaehn, CEBS Sarice Jaehn, CEBS's USI Insurance Services Experience 2003 - 2005
Job Vice President at HUB International | Intercare
Industry Insurance
Experience
HUB International Intercare January 2005 - Present
USI Insurance Services 2003 - 2005
Aetna 1999 - 2003
Prudential Health Care 1990 - 1999
Skills
Insurance, Health Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Brokers, COBRA, Underwriting, Self-funded, Health Care Reform, Benefits Administration, Life Insurance, HMO, Group Medical, Term Life Insurance, Employee Wellness, Reinsurance, ERISA, Sales, Insurance Brokerage, Vendor Management, PPO, Defined Benefit
Education
University of Florida 1983 — 1986
MBA/MHS, Health Care Administration
University of Florida 1979 — 1983
BSBA, Finance
HUB International Intercare January 2005 - Present
USI Insurance Services 2003 - 2005
Aetna 1999 - 2003
Prudential Health Care 1990 - 1999
Skills
Insurance, Health Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Brokers, COBRA, Underwriting, Self-funded, Health Care Reform, Benefits Administration, Life Insurance, HMO, Group Medical, Term Life Insurance, Employee Wellness, Reinsurance, ERISA, Sales, Insurance Brokerage, Vendor Management, PPO, Defined Benefit
Education
University of Florida 1983 — 1986
MBA/MHS, Health Care Administration
University of Florida 1979 — 1983
BSBA, Finance
Margaret Marcoe's USI Insurance Services Experience July 2011 - January 2013
Job Director of Marketing at Chase After a Cure
Industry Nonprofit Organization Management
Experience
Chase After a Cure July 2014 - Present
USI Insurance Services July 2011 - January 2013
Farmers Insurance November 2009 - June 2011
Zimmerman Advertising January 2006 - May 2009
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, Marketing, Advertising, Business Strategy, Casualty, Financial Analysis, Risk Management, Umbrella Insurance, Brokers, Legal Liability, General Insurance, D&O, Workers Compensation, Sales, Health Insurance, Underwriting, Management, Commercial Lines, Forecasting, Finance, Liability
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
Bachelors, Marketing
Fryeburg Academy 1996 — 2000
Chase After a Cure July 2014 - Present
USI Insurance Services July 2011 - January 2013
Farmers Insurance November 2009 - June 2011
Zimmerman Advertising January 2006 - May 2009
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Insurance, Marketing, Advertising, Business Strategy, Casualty, Financial Analysis, Risk Management, Umbrella Insurance, Brokers, Legal Liability, General Insurance, D&O, Workers Compensation, Sales, Health Insurance, Underwriting, Management, Commercial Lines, Forecasting, Finance, Liability
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
Bachelors, Marketing
Fryeburg Academy 1996 — 2000
Amy Chu, MBA's USI Insurance Services Experience July 2006 - January 2008
Job Associate Director, Employee Benefits Underwriting at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2014 - Present
The Hartford January 2013 - April 2014
The Hartford June 2012 - December 2012
The Hartford January 2008 - May 2012
USI Insurance Services July 2006 - January 2008
Liberty Mutual Insurance June 2004 - July 2006
Liberty Mutual Insurance June 2002 - August 2003
Skills
Insurance, Underwriting, Employee Benefits, Group Benefits, Risk Management, Management, Analysis, Life Insurance, Training, Property & Casualty..., Sales, Claim, Process Improvement
Education
The University of Hartford 2009 — 2011
MBA, Management
The University of Connecticut School of Business 2000 — 2004
Bachelor of Science, Marketing
Sun Life Financial April 2014 - Present
The Hartford January 2013 - April 2014
The Hartford June 2012 - December 2012
The Hartford January 2008 - May 2012
USI Insurance Services July 2006 - January 2008
Liberty Mutual Insurance June 2004 - July 2006
Liberty Mutual Insurance June 2002 - August 2003
Skills
Insurance, Underwriting, Employee Benefits, Group Benefits, Risk Management, Management, Analysis, Life Insurance, Training, Property & Casualty..., Sales, Claim, Process Improvement
Education
The University of Hartford 2009 — 2011
MBA, Management
The University of Connecticut School of Business 2000 — 2004
Bachelor of Science, Marketing
Lucy Albetski Lucy Albetski's USI Insurance Services Experience September 2012 - Present
Job Commercial Account Representative at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2012 - Present
TD Insurance Inc February 2005 - September 2012
TD Insurance 2005 - September 2012
Skills
Commercial Insurance, Liability, Property & Casualty..., Workers Compensation, Casualty, Legal Liability, Professional Liability, Customer Retention, Customer Service, Coverage Issues, Underwriting, Casualty Insurance
Education
The University of Connecticut 1977 — 1981
BA, History, French
USI Insurance Services September 2012 - Present
TD Insurance Inc February 2005 - September 2012
TD Insurance 2005 - September 2012
Skills
Commercial Insurance, Liability, Property & Casualty..., Workers Compensation, Casualty, Legal Liability, Professional Liability, Customer Retention, Customer Service, Coverage Issues, Underwriting, Casualty Insurance
Education
The University of Connecticut 1977 — 1981
BA, History, French
Scot Feldmeyer, CPCU, AIM Scot Feldmeyer, CPCU, AIM's USI Insurance Services Experience May 2014 - Present
Job Sales Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services March 2011 - May 2014
Cincinnati Financial Corporation June 2000 - March 2011
Skills
Property & Casualty..., Sales, Commercial Insurance, Insurance, Workers Compensation, New Business Development, Risk Management, Underwriting
Education
University of Cincinnati College of Business 2002 — 2004
MBA
University of Cincinnati College of Business 1995 — 2000
BBA, Operations Management
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services March 2011 - May 2014
Cincinnati Financial Corporation June 2000 - March 2011
Skills
Property & Casualty..., Sales, Commercial Insurance, Insurance, Workers Compensation, New Business Development, Risk Management, Underwriting
Education
University of Cincinnati College of Business 2002 — 2004
MBA
University of Cincinnati College of Business 1995 — 2000
BBA, Operations Management
John (JP) Pressley John (JP) Pressley's USI Insurance Services Experience November 2010 - February 2013
Job President / Owner at GIS Benefits and Insurance Services
Industry Information Technology and Services
Experience
GIS Benefits and Insurance Services June 2014 - Present
EVLooks July 2009 - Present
ProSential Group February 2013 - May 2014
USI Insurance Services November 2010 - February 2013
Sitzmann Morris & Lavis Insurance Agency September 2009 - October 2010
Guardian Life Insurance November 2000 - March 2009
Guardian Life 1991 - December 2000
Excellence in Medicine (EIM) September 1995 - May 1996
Skills
Sales Management, New Business Development, Insurance, Strategic Planning, Account Management, Employee Benefits, Health Insurance, CRM, Human Resources, Leadership, Employee Engagement, Sales Operations, Analytics, HRIS, Health Savings Accounts, Coaching
Education
University of California, Berkeley 1986 — 1989
BA, Applied Math IEOR
Monta Vista HS 1980 — 1984
GIS Benefits and Insurance Services June 2014 - Present
EVLooks July 2009 - Present
ProSential Group February 2013 - May 2014
USI Insurance Services November 2010 - February 2013
Sitzmann Morris & Lavis Insurance Agency September 2009 - October 2010
Guardian Life Insurance November 2000 - March 2009
Guardian Life 1991 - December 2000
Excellence in Medicine (EIM) September 1995 - May 1996
Skills
Sales Management, New Business Development, Insurance, Strategic Planning, Account Management, Employee Benefits, Health Insurance, CRM, Human Resources, Leadership, Employee Engagement, Sales Operations, Analytics, HRIS, Health Savings Accounts, Coaching
Education
University of California, Berkeley 1986 — 1989
BA, Applied Math IEOR
Monta Vista HS 1980 — 1984
Susan Fanciullo Susan Fanciullo's USI Insurance Services Experience December 2011 - April 2013
Job Area Sr. Vice President at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. January 2014 - Present
Weight Watchers Health Solutions April 2013 - December 2013
USI Insurance Services December 2011 - April 2013
Wellpoint, Inc. May 2005 - September 2011
Anthem BlueCross BlueShield 2005 - September 2011
JPMC Insurance Brokerage Services 2004 - 2005
Aetna August 2002 - August 2003
United Healthcare September 1994 - June 2002
CIGNA 1991 - 1992
Skills
Health Insurance, Employee Benefits, Insurance, Managed Care, Medicare, Health Policy, Health Savings Accounts, Underwriting, Disability Insurance, Healthcare, Strategic Planning, Disease Management, Account Management, Process Improvement, Medicaid, Management, Benefits Administration, New Business Development, Brokers, Strategy, COBRA, Team Building, Weight Management, Sales, Analytics, Population Health, Obesity Management, Provider Relations, Healthcare Industry, Network Development, Business Planning, Long-term Care, HIPAA, Life Insurance, Customer Retention, Workers Compensation, Healthcare Consulting, Claim, Pharmacy Benefit..., Health Care Reform, Employee Wellness, Utilization Management, 401k, HMO, Accident, Term Life Insurance, Business Strategy, Leadership
Education
State University of New York at Albany 1985 — 1989
Bachelor of Arts (B.A.), English
Arthur J. Gallagher & Co. January 2014 - Present
Weight Watchers Health Solutions April 2013 - December 2013
USI Insurance Services December 2011 - April 2013
Wellpoint, Inc. May 2005 - September 2011
Anthem BlueCross BlueShield 2005 - September 2011
JPMC Insurance Brokerage Services 2004 - 2005
Aetna August 2002 - August 2003
United Healthcare September 1994 - June 2002
CIGNA 1991 - 1992
Skills
Health Insurance, Employee Benefits, Insurance, Managed Care, Medicare, Health Policy, Health Savings Accounts, Underwriting, Disability Insurance, Healthcare, Strategic Planning, Disease Management, Account Management, Process Improvement, Medicaid, Management, Benefits Administration, New Business Development, Brokers, Strategy, COBRA, Team Building, Weight Management, Sales, Analytics, Population Health, Obesity Management, Provider Relations, Healthcare Industry, Network Development, Business Planning, Long-term Care, HIPAA, Life Insurance, Customer Retention, Workers Compensation, Healthcare Consulting, Claim, Pharmacy Benefit..., Health Care Reform, Employee Wellness, Utilization Management, 401k, HMO, Accident, Term Life Insurance, Business Strategy, Leadership
Education
State University of New York at Albany 1985 — 1989
Bachelor of Arts (B.A.), English
Beverly Morrissey Beverly Morrissey's USI Insurance Services Experience October 2011 - December 2011
Job Benefits Administrator with Rasmussen Group
Industry Construction
Experience
Rasmussen Group, Inc June 2014 - Present
Penny Lane Centers February 2012 - April 2014
USI Insurance Services October 2011 - December 2011
Curves January 2011 - June 2011
Insurance Overload Staffing December 1995 - December 2010
Data Line Service Company October 1985 - September 1992
Skills
Employee Relations, Employee Benefits, Recruiting, Interviews, Human Resources, Customer Service, Benefits Administration, New Hire Orientations, Temporary Placement, Onboarding, Temporary Staffing, Insurance, Staffing Services, Management, Hiring, FMLA, Policy, Open Enrollment
Education
University of California, Los Angeles
Rasmussen Group, Inc June 2014 - Present
Penny Lane Centers February 2012 - April 2014
USI Insurance Services October 2011 - December 2011
Curves January 2011 - June 2011
Insurance Overload Staffing December 1995 - December 2010
Data Line Service Company October 1985 - September 1992
Skills
Employee Relations, Employee Benefits, Recruiting, Interviews, Human Resources, Customer Service, Benefits Administration, New Hire Orientations, Temporary Placement, Onboarding, Temporary Staffing, Insurance, Staffing Services, Management, Hiring, FMLA, Policy, Open Enrollment
Education
University of California, Los Angeles
Thomas Chase Thomas Chase's USI Insurance Services Experience 2001 - 2002
Job Board of Directors Chairman of Technology Committee at Family Services of Rhode Island
Industry Information Technology and Services
Experience
Delta Dental Rhode Island April 2010 - Present
Family Services of Rhode Island January 2012 - Present
HCSC (Blue Cross Blue Shield IL, TX, OK, NM) 2005 - June 2010
APCapital February 2002 - 2004
USI Insurance Services 2001 - 2002
Skills
HIPAA, Business Analysis, Process Improvement, Business Intelligence, Program Management, Vendor Management, SDLC, Visio, Project Management, Insurance, Healthcare Information..., Change Management, Integration, Cross-functional Team..., Software Documentation, Strategic Planning, IT Strategy, Business Process...
Education
The University of Texas at Austin - The Red McCombs School of Business 1987 — 1990
BBA, MIS
Delta Dental Rhode Island April 2010 - Present
Family Services of Rhode Island January 2012 - Present
HCSC (Blue Cross Blue Shield IL, TX, OK, NM) 2005 - June 2010
APCapital February 2002 - 2004
USI Insurance Services 2001 - 2002
Skills
HIPAA, Business Analysis, Process Improvement, Business Intelligence, Program Management, Vendor Management, SDLC, Visio, Project Management, Insurance, Healthcare Information..., Change Management, Integration, Cross-functional Team..., Software Documentation, Strategic Planning, IT Strategy, Business Process...
Education
The University of Texas at Austin - The Red McCombs School of Business 1987 — 1990
BBA, MIS
Rob Kreager's USI Insurance Services Experience April 2010 - November 2011
Job Sales Executive at Marsh ClearSight, a Marsh & McLennan Company
Industry Information Technology and Services
Experience
Marsh ClearSight January 2014 - Present
Willis December 2011 - January 2014
USI Insurance Services April 2010 - November 2011
CIGNA June 2008 - April 2010
Skills
New Business Development, Brokers, Leadership, Business Development, Management, Selling, Underwriting, Disability Insurance, Life Insurance, Commercial Insurance, Directors & Officers..., Property & Casualty..., Risk Management, Sales, Salesforce.com, Professional Liability, Cyber, Casualty, CRM, SaaS, Sales Management, Cold Calling, Consultative Selling..., Due Diligence, Enterprise Software, Employee Benefits
Education
University of Connecticut
Bachelor's Degree
Paul VI Catholic High School
Marsh ClearSight January 2014 - Present
Willis December 2011 - January 2014
USI Insurance Services April 2010 - November 2011
CIGNA June 2008 - April 2010
Skills
New Business Development, Brokers, Leadership, Business Development, Management, Selling, Underwriting, Disability Insurance, Life Insurance, Commercial Insurance, Directors & Officers..., Property & Casualty..., Risk Management, Sales, Salesforce.com, Professional Liability, Cyber, Casualty, CRM, SaaS, Sales Management, Cold Calling, Consultative Selling..., Due Diligence, Enterprise Software, Employee Benefits
Education
University of Connecticut
Bachelor's Degree
Paul VI Catholic High School
Drew Gray Drew Gray's USI Insurance Services Experience August 2010 - October 2013
Job Drilling Waste Superintendent at Eclipse Resources
Industry Oil & Energy
Experience
Eclipse Resources July 2014 - Present
KIMBLE October 2013 - July 2014
USI Insurance Services August 2010 - October 2013
HealthCorp Solutions 2004 - 2010
Carnegie Brokerage January 2000 - June 2004
Bethel College August 1998 - December 1999
Edwin Shaw Hospital 1996 - 1998
Walsh University 1993 - 1996
Skills
Oil/Gas, Industrial Waste..., solidification, Analysis, Solid Waste, Employee Benefits, Health Insurance, Leadership, Insurance, Training, Management, Healthcare, Risk Management, Coaching, Benefits Administration, Strategic Planning, Oil, Petroleum
Education
The University of Akron 1991 — 1993
MS, Exercise Physiology
Eclipse Resources July 2014 - Present
KIMBLE October 2013 - July 2014
USI Insurance Services August 2010 - October 2013
HealthCorp Solutions 2004 - 2010
Carnegie Brokerage January 2000 - June 2004
Bethel College August 1998 - December 1999
Edwin Shaw Hospital 1996 - 1998
Walsh University 1993 - 1996
Skills
Oil/Gas, Industrial Waste..., solidification, Analysis, Solid Waste, Employee Benefits, Health Insurance, Leadership, Insurance, Training, Management, Healthcare, Risk Management, Coaching, Benefits Administration, Strategic Planning, Oil, Petroleum
Education
The University of Akron 1991 — 1993
MS, Exercise Physiology
Sarah Harbin Sarah Harbin's USI Insurance Services Experience September 2011 - May 2013
Job Daycare Provider at Self Employed
Industry Hospital & Health Care
Experience
Self Employed July 2015 - Present
Beth Sholom Village May 2013 - July 2015
USI Insurance Services September 2011 - May 2013
Chesapeake Redevelopment & Housing Authority November 2003 - May 2011
Skills
Administrative..., Accounts Receivable, Office Management, Microsoft Excel, PowerPoint, Spreadsheets, Outlook, Accounts Payable, Accounting, Customer Service, Executive Support, Microsoft Publisher, Fundraising, Event Management, Organization, Social Services, Creativity Skills, CPR Certified, First Aid, Community Organizing
Education
Tidewater Community College 2013 — 2015
Associate’s Degree, Social Sciences
Self Employed July 2015 - Present
Beth Sholom Village May 2013 - July 2015
USI Insurance Services September 2011 - May 2013
Chesapeake Redevelopment & Housing Authority November 2003 - May 2011
Skills
Administrative..., Accounts Receivable, Office Management, Microsoft Excel, PowerPoint, Spreadsheets, Outlook, Accounts Payable, Accounting, Customer Service, Executive Support, Microsoft Publisher, Fundraising, Event Management, Organization, Social Services, Creativity Skills, CPR Certified, First Aid, Community Organizing
Education
Tidewater Community College 2013 — 2015
Associate’s Degree, Social Sciences
Tara Wolfe Tara Wolfe's USI Insurance Services Experience December 2014 - Present
Job Financial Analyst USI Insurance
Industry Insurance
Experience
USI Insurance Services December 2014 - Present
Univers Workplace Solutions August 2014 - December 2014
Winston Benefits Inc January 2013 - December 2014
Evolution Markets March 2011 - May 2012
OTC Global Holdings LP February 2009 - February 2011
Natsource January 1996 - January 2002
Skills
Voluntary Employee..., Life Insurance, Health Insurance, Accident Insurance, Disability Insurance, Sales, Marketing
Education
University of Florida
Master of Business Administration (M.B.A.), Marketing
University of Miami - School of Business
Bachelor of Business Administration (BBA), Business Law
USI Insurance Services December 2014 - Present
Univers Workplace Solutions August 2014 - December 2014
Winston Benefits Inc January 2013 - December 2014
Evolution Markets March 2011 - May 2012
OTC Global Holdings LP February 2009 - February 2011
Natsource January 1996 - January 2002
Skills
Voluntary Employee..., Life Insurance, Health Insurance, Accident Insurance, Disability Insurance, Sales, Marketing
Education
University of Florida
Master of Business Administration (M.B.A.), Marketing
University of Miami - School of Business
Bachelor of Business Administration (BBA), Business Law
Cindy Buttrill Cindy Buttrill's USI Insurance Services Experience January 2011 - March 2014
Job Employee Benefits Consultant
Industry Insurance
Experience
Alltrust Insurance April 2014 - Present
USI Insurance Services January 2011 - March 2014
United Healthcare August 2003 - December 2010
CIGNA Healthcare 1996 - 2002
Skills
Employee Benefits, Health Insurance, Account Management, Benefits Administration, Disability Insurance, Insurance, Life Insurance, Brokers, COBRA, Commercial Insurance, Strategic Planning, FMLA, Health Savings Accounts, Risk Management, Underwriting, Managed Care, Workers Compensation, Team Building, Human Resources, Employee Relations, Recruiting, Employee Wellness, Long-term Care, Dentistry, 401k, Healthcare, Property & Casualty..., Retirement, Deferred Compensation, Open Enrollment, Medicare, HIPAA, HRIS, Coaching, Claim, Term Life Insurance
Education
The University of Georgia 1992 — 1995
Bachelor's Degree, Economics
Alltrust Insurance April 2014 - Present
USI Insurance Services January 2011 - March 2014
United Healthcare August 2003 - December 2010
CIGNA Healthcare 1996 - 2002
Skills
Employee Benefits, Health Insurance, Account Management, Benefits Administration, Disability Insurance, Insurance, Life Insurance, Brokers, COBRA, Commercial Insurance, Strategic Planning, FMLA, Health Savings Accounts, Risk Management, Underwriting, Managed Care, Workers Compensation, Team Building, Human Resources, Employee Relations, Recruiting, Employee Wellness, Long-term Care, Dentistry, 401k, Healthcare, Property & Casualty..., Retirement, Deferred Compensation, Open Enrollment, Medicare, HIPAA, HRIS, Coaching, Claim, Term Life Insurance
Education
The University of Georgia 1992 — 1995
Bachelor's Degree, Economics
Donnie Whitworth Donnie Whitworth's USI Insurance Services Experience 2009 - 2011
Job Regional Sales Manager at Chrysler Capital Consulting representing Mopar Service Contracts
Industry Professional Training & Coaching
Experience
Chrysler Capital Consulting representing Mopar Service Contracts February 2014 - Present
Varro Hospitlality LLC January 2012 - December 2013
USI Insurance Services 2009 - 2011
Zurich Financial Services 2005 - 2009
Universal Underwriters Group 2005 - 2009
King Chevrolet 1999 - 2004
Peltier Nissan 1994 - 1998
Skills
Account Management, Public Speaking, Sales Management, New Business Development, Sales, Negotiation, Marketing, Strategic Planning, Marketing Strategy, Business Development, Team Building, Management, Insurance, Contract Negotiation, Project Management, Public Relations, Lead Generation, Leadership, Private Equity, Hotel Asset Management, Investment Properties, Investment Strategies, B2B, Customer Retention, Real Estate, Finance, Sales Operations, Training, Budgets, Risk Management, Forecasting, Customer Service, Customer Satisfaction, Sales Process, Retail
Education
The University of Texas at Austin 1990 — 1993
Business - Economics
Tyler Junior College 1989 — 1991
Interdisciplinary Studies, Business
Chrysler Capital Consulting representing Mopar Service Contracts February 2014 - Present
Varro Hospitlality LLC January 2012 - December 2013
USI Insurance Services 2009 - 2011
Zurich Financial Services 2005 - 2009
Universal Underwriters Group 2005 - 2009
King Chevrolet 1999 - 2004
Peltier Nissan 1994 - 1998
Skills
Account Management, Public Speaking, Sales Management, New Business Development, Sales, Negotiation, Marketing, Strategic Planning, Marketing Strategy, Business Development, Team Building, Management, Insurance, Contract Negotiation, Project Management, Public Relations, Lead Generation, Leadership, Private Equity, Hotel Asset Management, Investment Properties, Investment Strategies, B2B, Customer Retention, Real Estate, Finance, Sales Operations, Training, Budgets, Risk Management, Forecasting, Customer Service, Customer Satisfaction, Sales Process, Retail
Education
The University of Texas at Austin 1990 — 1993
Business - Economics
Tyler Junior College 1989 — 1991
Interdisciplinary Studies, Business
Lee Garrison Lee Garrison's USI Insurance Services Experience May 2014 - Present
Job Insurance Sales and Consulting
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Tuscaloosa City Schools November 2013 - Present
Wells Fargo Insurance Services January 1998 - May 2014
City of Tuscaloosa October 1997 - November 2013
Skills
Insurance, Property, Employee Benefits, Workers Compensation, Commercial Insurance, Life Insurance, Professional Liability, Liability, General Insurance, Casualty, Legal Liability, Claim, Umbrella Insurance, Commercial Lines, Disability Insurance, Health Insurance, Term Life Insurance, Excess, Benefits Administration, Long-term Care, Reinsurance, Claims Management, Policy, Budgets, Human Resources, Underwriting, Brokers, Customer Service
Education
University of Alabama 1993 — 1997
Bachelor of Science, Business
Tuscaloosa Academy 1990 — 1993
High School
Tuscaloosa City Schools 1989 — 1990
High School
Tuscaloosa Academy 1981 — 1989
Elementary and Middle School
USI Insurance Services May 2014 - Present
Tuscaloosa City Schools November 2013 - Present
Wells Fargo Insurance Services January 1998 - May 2014
City of Tuscaloosa October 1997 - November 2013
Skills
Insurance, Property, Employee Benefits, Workers Compensation, Commercial Insurance, Life Insurance, Professional Liability, Liability, General Insurance, Casualty, Legal Liability, Claim, Umbrella Insurance, Commercial Lines, Disability Insurance, Health Insurance, Term Life Insurance, Excess, Benefits Administration, Long-term Care, Reinsurance, Claims Management, Policy, Budgets, Human Resources, Underwriting, Brokers, Customer Service
Education
University of Alabama 1993 — 1997
Bachelor of Science, Business
Tuscaloosa Academy 1990 — 1993
High School
Tuscaloosa City Schools 1989 — 1990
High School
Tuscaloosa Academy 1981 — 1989
Elementary and Middle School
Matt Champa Matt Champa's USI Insurance Services Experience January 2008 - October 2013
Job Assistant Vice President at Aon
Industry Insurance
Experience
Aon April 2015 - Present
Aon October 2013 - March 2015
USI Insurance Services January 2008 - October 2013
Skills
Underwriting, Strategic Planning, Analytics, Financial Analysis, Leadership
Education
Xavier University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Dayton 2003 — 2007
Bachelor of Science (BS), Marketing and Leadership
Aon April 2015 - Present
Aon October 2013 - March 2015
USI Insurance Services January 2008 - October 2013
Skills
Underwriting, Strategic Planning, Analytics, Financial Analysis, Leadership
Education
Xavier University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Dayton 2003 — 2007
Bachelor of Science (BS), Marketing and Leadership
Gary Farbish Gary Farbish's USI Insurance Services Experience July 1998 - August 2009
Job Senior Vice President Partner at MDW Insurance Group
Industry Insurance
Experience
MDW Insurance Group September 2010 - Present
Genesis Risk Advisors September 2009 - September 2010
USI Insurance Services July 1998 - August 2009
Kolisch Insurance May 1981 - July 1998
Skills
Risk Management, Strategic Planning, Insurance, Commercial Insurance, Marketing, Workers Compensation, Mergers, Brokers, Business Development, Property, Underwriting, Consulting, Financial Risk, Real Estate, Mergers & Acquisitions
Education
University of Florida 1972 — 1976
BSBA, Finance and Insurance
Palmetto High School 1971 — 1973
MDW Insurance Group September 2010 - Present
Genesis Risk Advisors September 2009 - September 2010
USI Insurance Services July 1998 - August 2009
Kolisch Insurance May 1981 - July 1998
Skills
Risk Management, Strategic Planning, Insurance, Commercial Insurance, Marketing, Workers Compensation, Mergers, Brokers, Business Development, Property, Underwriting, Consulting, Financial Risk, Real Estate, Mergers & Acquisitions
Education
University of Florida 1972 — 1976
BSBA, Finance and Insurance
Palmetto High School 1971 — 1973
Nathaniel Sokolski's USI Insurance Services Experience August 2012 - May 2013
Job Agency Associate at The Windish Agency
Industry Entertainment
Experience
The Windish Agency August 2013 - Present
Sports & Entertainment Travel, LLC 2009 - Present
ZoneOneRadio May 2013 - August 2013
USI Insurance Services August 2012 - May 2013
AM Only May 2011 - August 2012
Scoremore September 2010 - September 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft CRM, Social Media, Logic Pro, Customer Service, Music, Citrix, ProTour, Concert Booking, Travel Management, Travel Planning, Contract Management, Business Visas, GIMP, Concert Insurance, Concerts, Tour Booking
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), American Studies & Music Business
The Windish Agency August 2013 - Present
Sports & Entertainment Travel, LLC 2009 - Present
ZoneOneRadio May 2013 - August 2013
USI Insurance Services August 2012 - May 2013
AM Only May 2011 - August 2012
Scoremore September 2010 - September 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft CRM, Social Media, Logic Pro, Customer Service, Music, Citrix, ProTour, Concert Booking, Travel Management, Travel Planning, Contract Management, Business Visas, GIMP, Concert Insurance, Concerts, Tour Booking
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), American Studies & Music Business
Jaime Richardson Jaime Richardson's USI Insurance Services Experience March 2010 - October 2010
Job Copy Editor / Proofreader
Industry Writing and Editing
Experience
Captions, Inc. June 2014 - Present
SDI Media October 2012 - June 2014
Staybridge Suites November 2010 - July 2012
USI Insurance Services March 2010 - October 2010
Green Valley News June 2007 - February 2010
Tucson Green Times June 2007 - February 2010
The University of Arizona Alumni Association July 2006 - June 2007
Skills
News Writing, Copy Editing, Proofreading, Closed Captioning, Subtitling, Photojournalism, Digital Photography, Research, Customer Service, Hospitality Industry, Publishing, Social Networking, Social Media, Event Planning, Public Speaking
Education
University of Arizona 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
University of East Anglia
Study Abroad
Captions, Inc. June 2014 - Present
SDI Media October 2012 - June 2014
Staybridge Suites November 2010 - July 2012
USI Insurance Services March 2010 - October 2010
Green Valley News June 2007 - February 2010
Tucson Green Times June 2007 - February 2010
The University of Arizona Alumni Association July 2006 - June 2007
Skills
News Writing, Copy Editing, Proofreading, Closed Captioning, Subtitling, Photojournalism, Digital Photography, Research, Customer Service, Hospitality Industry, Publishing, Social Networking, Social Media, Event Planning, Public Speaking
Education
University of Arizona 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
University of East Anglia
Study Abroad
Frank Mantero Frank Mantero's USI Insurance Services Experience July 2011 - September 2012
Job Marketing, Communications and Digital Executive
Industry Financial Services
Experience
Ansell June 2014 - Present
Ansell Healthcare September 2012 - June 2014
USI Insurance Services July 2011 - September 2012
GE December 2006 - July 2011
GE Rail Services September 2004 - December 2006
CIGNA Healthcare May 2002 - July 2004
Datalex December 2000 - May 2002
BellSouth October 1997 - November 2000
Ketchum PR March 1996 - September 1997
TSI March 1995 - March 1996
Skills
Strategic Communications, Corporate Communications, Strategy, Media Relations, Internal Communications, Leadership, Marketing Communications, Public Relations, Corporate Social..., Digital Media, Marketing, Market Research, Crisis Communications, Content Strategy, Advertising, Integrated Marketing, Product Marketing, Community Development, Thought Leadership, Speech Writing, Communication Training, Digital Marketing, Management, Marketing Strategy, Strategic Planning, Brand Management, Digital Strategy, Business Strategy, Social Media
Education
University of Kentucky 1990 — 1992
MA, International Relations
The University of Georgia 1986 — 1990
BA, Political Science & Spanish
Ansell June 2014 - Present
Ansell Healthcare September 2012 - June 2014
USI Insurance Services July 2011 - September 2012
GE December 2006 - July 2011
GE Rail Services September 2004 - December 2006
CIGNA Healthcare May 2002 - July 2004
Datalex December 2000 - May 2002
BellSouth October 1997 - November 2000
Ketchum PR March 1996 - September 1997
TSI March 1995 - March 1996
Skills
Strategic Communications, Corporate Communications, Strategy, Media Relations, Internal Communications, Leadership, Marketing Communications, Public Relations, Corporate Social..., Digital Media, Marketing, Market Research, Crisis Communications, Content Strategy, Advertising, Integrated Marketing, Product Marketing, Community Development, Thought Leadership, Speech Writing, Communication Training, Digital Marketing, Management, Marketing Strategy, Strategic Planning, Brand Management, Digital Strategy, Business Strategy, Social Media
Education
University of Kentucky 1990 — 1992
MA, International Relations
The University of Georgia 1986 — 1990
BA, Political Science & Spanish
Michelle Hall's USI Insurance Services Experience November 2010 - November 2014
Job Producer/PCS
Industry Insurance
Experience
Signature Select LLC August 2015 - Present
Van Gilder Insurance November 2010 - November 2014
USI Insurance Services November 2010 - November 2014
Bradley Insurance Group February 2009 - October 2010
Institutional Marketing Concepts May 2008 - December 2008
Skills
Insurance, New Business Development, Commercial Insurance, Workers Compensation, Life Insurance, Employee Benefits, Property & Casualty..., Professional Liability, Liability, Health Insurance, Marketing, D&O, Risk Management, Employment Practices..., Sales, Customer Service, Healthcare, Contract Negotiation, Strategic Planning, Outlook, Legal Liability, Microsoft Office, Business Development, Microsoft Excel, Brokers, Casualty, Commercial Lines, Disability Insurance, Umbrella Insurance, Account Management, Casualty Insurance
Education
University of Arizona 2004 — 2008
Bachelor of Science, Journalism
J.K.Mullen High School 2001 — 2004
Signature Select LLC August 2015 - Present
Van Gilder Insurance November 2010 - November 2014
USI Insurance Services November 2010 - November 2014
Bradley Insurance Group February 2009 - October 2010
Institutional Marketing Concepts May 2008 - December 2008
Skills
Insurance, New Business Development, Commercial Insurance, Workers Compensation, Life Insurance, Employee Benefits, Property & Casualty..., Professional Liability, Liability, Health Insurance, Marketing, D&O, Risk Management, Employment Practices..., Sales, Customer Service, Healthcare, Contract Negotiation, Strategic Planning, Outlook, Legal Liability, Microsoft Office, Business Development, Microsoft Excel, Brokers, Casualty, Commercial Lines, Disability Insurance, Umbrella Insurance, Account Management, Casualty Insurance
Education
University of Arizona 2004 — 2008
Bachelor of Science, Journalism
J.K.Mullen High School 2001 — 2004
Brian Frank Brian Frank's USI Insurance Services Experience August 2014 - Present
Job Employee Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2014 - Present
Crystal & Company June 2012 - August 2014
Independent Agency April 2009 - June 2012
Boehck Mortgage / Allied Mortgage Professionals February 1998 - April 2009
Skills
Insurance, Retirement, Employee Benefits, Life Insurance, Health Insurance, Disability Insurance, Strategic Planning, Long-term Care, Property & Casualty..., Sales Management, New Business Development, Account Management, Customer Service, Risk Management, Management, Recruiting, Negotiation, Training, Cross-functional Team..., Coaching, Program Management, Project Planning, Team Building, Analysis, Strategy, Sales, Entrepreneurship, Marketing, Due Diligence, Operations Management, Business Development, Consulting, Leadership, Human Resources, Finance
Education
The University of Texas at Austin 1991 — 1996
Bachelor's of Sciece, Biology
Bellaire High School 1987 — 1991
IB Programs, General Studies
USI Insurance Services August 2014 - Present
Crystal & Company June 2012 - August 2014
Independent Agency April 2009 - June 2012
Boehck Mortgage / Allied Mortgage Professionals February 1998 - April 2009
Skills
Insurance, Retirement, Employee Benefits, Life Insurance, Health Insurance, Disability Insurance, Strategic Planning, Long-term Care, Property & Casualty..., Sales Management, New Business Development, Account Management, Customer Service, Risk Management, Management, Recruiting, Negotiation, Training, Cross-functional Team..., Coaching, Program Management, Project Planning, Team Building, Analysis, Strategy, Sales, Entrepreneurship, Marketing, Due Diligence, Operations Management, Business Development, Consulting, Leadership, Human Resources, Finance
Education
The University of Texas at Austin 1991 — 1996
Bachelor's of Sciece, Biology
Bellaire High School 1987 — 1991
IB Programs, General Studies
Meredith Kramer Meredith Kramer's USI Insurance Services Experience July 2010 - September 2013
Job Senior Analyst at Lockton Companies
Industry Insurance
Experience
Lockton Companies February 2015 - Present
Lockton Companies September 2013 - January 2015
USI Insurance Services July 2010 - September 2013
Skills
Employee Benefits, Disability Insurance, Health Insurance, Brokers, Management, Insurance, Analysis, Workers Compensation, Account Management, Benefits Administration, Marketing, Microsoft Office, Customer Service, Healthcare, Life Insurance
Education
UCSB 2006 — 2010
Bachelor of Science (BS), Zoology/Animal Biology
Lockton Companies February 2015 - Present
Lockton Companies September 2013 - January 2015
USI Insurance Services July 2010 - September 2013
Skills
Employee Benefits, Disability Insurance, Health Insurance, Brokers, Management, Insurance, Analysis, Workers Compensation, Account Management, Benefits Administration, Marketing, Microsoft Office, Customer Service, Healthcare, Life Insurance
Education
UCSB 2006 — 2010
Bachelor of Science (BS), Zoology/Animal Biology
Alecia Robertson's USI Insurance Services Experience May 2014 - Present
Job Account Manager/CISR at USI Insurance Services
Industry Primary/Secondary Education
Experience
USI Insurance Services May 2014 - Present
Queen Esther's School of Cosmetology January 2002 - Present
Wells Fargo Insurance Services April 2007 - May 2014
Farm Bureau Insurance of South Carolina August 2003 - May 2005
Skills
Public Speaking, Beauty Industry, Educational Leadership, Aesthetics, Psychology, Cosmetology, Team Building, Social Networking, Customer Service, Community Outreach, Leadership, Microsoft Office, Sales, Social Media, PowerPoint, Microsoft Excel, Research
Education
Central High School
University of Alabama at Birmingham
Psychology
USI Insurance Services May 2014 - Present
Queen Esther's School of Cosmetology January 2002 - Present
Wells Fargo Insurance Services April 2007 - May 2014
Farm Bureau Insurance of South Carolina August 2003 - May 2005
Skills
Public Speaking, Beauty Industry, Educational Leadership, Aesthetics, Psychology, Cosmetology, Team Building, Social Networking, Customer Service, Community Outreach, Leadership, Microsoft Office, Sales, Social Media, PowerPoint, Microsoft Excel, Research
Education
Central High School
University of Alabama at Birmingham
Psychology
Paul Allen Roberts's USI Insurance Services Experience May 2010 - Present
Job Sr. Vice President at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services May 2010 - Present
The Bostonian Group, A Marsh & McLennan Agency Company 2009 - 2010
The Boston Group - Northwestern Mutual 2007 - 2009
The Fessenden School 2006 - 2007
Skills
New Business Development, Employee Benefits, Financial Planning, Healthcare, Retirement, Business Planning, Business Strategy, Benefits, Insurance, Executive Compensation, Investments, Strategic Planning, Financial Analysis, Risk Management, Disability Insurance, Health Insurance, Negotiation, Health, Account Management, Analysis, Long Term Care, Long-term Care, Management, Strategic Financial..., Coaching, Recruiting, Sales, Finance, Leadership, Financial Services, Strategy, Underwriting, Fundraising, Brokers, 401k, Health Savings Accounts, Relationship Management, Life Insurance, Benefits Administration, Health Care Reform, Fixed Annuities, COBRA, Retirement Planning, Consulting, Customer Service, Professional...
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Certified Employee Benefits Specialist(CEBS), GBA, Employee Benefits, Group Health, Plan Design, Group Benefits Management
Tufts University 2002 — 2006
B.A., Entreprenuerial Business/English
Phillips Exeter Academy 2001 — 2002
St. John's Preparatory 1998 — 2001
The Fessenden School 1993 — 1998
USI Insurance Services May 2010 - Present
The Bostonian Group, A Marsh & McLennan Agency Company 2009 - 2010
The Boston Group - Northwestern Mutual 2007 - 2009
The Fessenden School 2006 - 2007
Skills
New Business Development, Employee Benefits, Financial Planning, Healthcare, Retirement, Business Planning, Business Strategy, Benefits, Insurance, Executive Compensation, Investments, Strategic Planning, Financial Analysis, Risk Management, Disability Insurance, Health Insurance, Negotiation, Health, Account Management, Analysis, Long Term Care, Long-term Care, Management, Strategic Financial..., Coaching, Recruiting, Sales, Finance, Leadership, Financial Services, Strategy, Underwriting, Fundraising, Brokers, 401k, Health Savings Accounts, Relationship Management, Life Insurance, Benefits Administration, Health Care Reform, Fixed Annuities, COBRA, Retirement Planning, Consulting, Customer Service, Professional...
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Certified Employee Benefits Specialist(CEBS), GBA, Employee Benefits, Group Health, Plan Design, Group Benefits Management
Tufts University 2002 — 2006
B.A., Entreprenuerial Business/English
Phillips Exeter Academy 2001 — 2002
St. John's Preparatory 1998 — 2001
The Fessenden School 1993 — 1998
Cassandra Doughtie Cassandra Doughtie's USI Insurance Services Experience November 2008 - Present
Job Supervisor at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2008 - Present
New Bell Moving & Storage July 1996 - November 2008
Skills
Health Insurance, Insurance, Claim, Internal Controls, Financial Analysis, Casualty, Call Centers, Employee Benefits, Brokers, Internal Audit, General Insurance
Education
Tidewater Community College 2008 — 2010
Associate of Science (AS)
USI Insurance Services November 2008 - Present
New Bell Moving & Storage July 1996 - November 2008
Skills
Health Insurance, Insurance, Claim, Internal Controls, Financial Analysis, Casualty, Call Centers, Employee Benefits, Brokers, Internal Audit, General Insurance
Education
Tidewater Community College 2008 — 2010
Associate of Science (AS)
David Karp, GBDS, CPIA David Karp, GBDS, CPIA's USI Insurance Services Experience January 2002 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2002 - Present
Skills
Insurance, Health Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Workers Compensation, Disability Insurance, Brokers, Management, Claim, Life Insurance, Health Savings Accounts, Term Life Insurance, Benefits Administration, New Business Development, Account Management, COBRA
Education
Cambridge University & University of Florida 1999 — 2001
BA, History, Sociology, Political Science
University of Florida
Bachelor of Arts (BA), History & Sociology
USI Insurance Services January 2002 - Present
Skills
Insurance, Health Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Workers Compensation, Disability Insurance, Brokers, Management, Claim, Life Insurance, Health Savings Accounts, Term Life Insurance, Benefits Administration, New Business Development, Account Management, COBRA
Education
Cambridge University & University of Florida 1999 — 2001
BA, History, Sociology, Political Science
University of Florida
Bachelor of Arts (BA), History & Sociology
Heather Musante Mitchell Heather Musante Mitchell's USI Insurance Services Experience February 2008 - May 2015
Job Experienced Employee Benefit Professional dedicated to providing customized, innovative, compliant insurance solutions.
Industry Insurance
Experience
Seeking New Opportunity July 2015 - Present
USI Insurance Services February 2008 - May 2015
Webster Insurance January 2001 - February 2008
Musante Reihl Associates August 1987 - January 2001
Skills
Insurance, Employee Benefits, Health Insurance, Employee Wellness, Strategic Planning, Customer Service, Nonprofits, Program Management, Leadership, Healthcare, Benefits Administration, Disability Insurance, Non-profits, Team Building, Public Speaking, Risk Management, Health Savings Accounts, New Business Development, Negotiation, Fundraising, Process Improvement, Underwriting
Education
University of Connecticut 2006 — 2010
MBA, Marketing
Trinity College-Hartford 1979 — 1983
Bachelor’s Degree, English, Economics
Cheshire High School
Seeking New Opportunity July 2015 - Present
USI Insurance Services February 2008 - May 2015
Webster Insurance January 2001 - February 2008
Musante Reihl Associates August 1987 - January 2001
Skills
Insurance, Employee Benefits, Health Insurance, Employee Wellness, Strategic Planning, Customer Service, Nonprofits, Program Management, Leadership, Healthcare, Benefits Administration, Disability Insurance, Non-profits, Team Building, Public Speaking, Risk Management, Health Savings Accounts, New Business Development, Negotiation, Fundraising, Process Improvement, Underwriting
Education
University of Connecticut 2006 — 2010
MBA, Marketing
Trinity College-Hartford 1979 — 1983
Bachelor’s Degree, English, Economics
Cheshire High School
John Pistell John Pistell's USI Insurance Services Experience November 2014 - February 2015
Job Math Teacher at Varsity Tutors
Industry Education Management
Experience
Varsity Tutors March 2015 - Present
Tutor Doctor December 2014 - Present
Huntington Learning Center March 2014 - Present
USI Insurance Services November 2014 - February 2015
Suffolk County Democratic Committee August 2013 - November 2013
Suffolk County Democratic Committee July 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Mathematics Education, Probability, Mathematical Finance
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), BS in Mathematics and BA in Economics
Stony Brook High School 2003 — 2009
Varsity Tutors March 2015 - Present
Tutor Doctor December 2014 - Present
Huntington Learning Center March 2014 - Present
USI Insurance Services November 2014 - February 2015
Suffolk County Democratic Committee August 2013 - November 2013
Suffolk County Democratic Committee July 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Mathematics Education, Probability, Mathematical Finance
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), BS in Mathematics and BA in Economics
Stony Brook High School 2003 — 2009
Alexander Arnold Alexander Arnold's USI Insurance Services Experience December 2013 - January 2014
Job Student at Union College
Industry Financial Services
Experience
The Dolben Company, Inc. July 2014 - September 2014
USI Insurance Services December 2013 - January 2014
USI Insurance Services July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Research, Leadership, Microsoft Word, Public Speaking, Management, Event Planning, Data Analysis, Customer Service, Analysis, Financial Analysis
Education
Union College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Union College 2012 — 2016
Bachelor of Arts (B.A.), Classics
The Tuck School of Business at Dartmouth 2015 — 2015
Tuck Business Bridge Program
The Dolben Company, Inc. July 2014 - September 2014
USI Insurance Services December 2013 - January 2014
USI Insurance Services July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Research, Leadership, Microsoft Word, Public Speaking, Management, Event Planning, Data Analysis, Customer Service, Analysis, Financial Analysis
Education
Union College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Union College 2012 — 2016
Bachelor of Arts (B.A.), Classics
The Tuck School of Business at Dartmouth 2015 — 2015
Tuck Business Bridge Program
Alex Hidalgo's USI Insurance Services Experience January 2007 - October 2007
Job Executive Account Manager at Kibble & Prentice
Industry Financial Services
Experience
Kibble & Prentice May 2014 - Present
Kibble & Prentice May 2011 - May 2014
Gallagher Benefit Services October 2007 - May 2011
USI Insurance Services January 2007 - October 2007
DeWitt Stern Group January 2006 - January 2007
Skills
Employee Benefits, Disability Insurance, Life Insurance, Brokers, Sales, Risk Management, Property & Casualty..., Employee Relations, Claim, Health Insurance, Workers Compensation, Underwriting, Leadership, Customer Service, Marketing, Strategic Planning, COBRA, Medicare, Strategy, Human Resources, Term Life Insurance, Insurance, Health Savings Accounts, Benefits Administration, Management, Account Management, Managed Care, Long-term Care, Healthcare, Sales Management, Analysis, Team Building, Consulting, Health Care Reform, Policy, General Insurance, Process Improvement, Microsoft Office, Communication, Business Development, Event Planning, PowerPoint, Negotiation, Outlook, Microsoft Word, Investments, Onboarding
Education
UC Riverside 2002 — 2005
Bachelor of Arts (B.A.), English
Kibble & Prentice May 2014 - Present
Kibble & Prentice May 2011 - May 2014
Gallagher Benefit Services October 2007 - May 2011
USI Insurance Services January 2007 - October 2007
DeWitt Stern Group January 2006 - January 2007
Skills
Employee Benefits, Disability Insurance, Life Insurance, Brokers, Sales, Risk Management, Property & Casualty..., Employee Relations, Claim, Health Insurance, Workers Compensation, Underwriting, Leadership, Customer Service, Marketing, Strategic Planning, COBRA, Medicare, Strategy, Human Resources, Term Life Insurance, Insurance, Health Savings Accounts, Benefits Administration, Management, Account Management, Managed Care, Long-term Care, Healthcare, Sales Management, Analysis, Team Building, Consulting, Health Care Reform, Policy, General Insurance, Process Improvement, Microsoft Office, Communication, Business Development, Event Planning, PowerPoint, Negotiation, Outlook, Microsoft Word, Investments, Onboarding
Education
UC Riverside 2002 — 2005
Bachelor of Arts (B.A.), English
Rohan Ravishankar Rohan Ravishankar's USI Insurance Services Experience March 2011 - January 2014
Job Data Analyst at Combined Agents of America
Industry Insurance
Experience
Combined Agents of America October 2014 - Present
The University of Texas January 2011 - Present
Falcon Containers February 2014 - July 2014
USI Insurance Services March 2011 - January 2014
Powerset June 2009 - June 2010
Skills
Financial Analysis, Natural Language..., Data Analysis, Research, Analysis, Statistics, Microsoft Excel, Editing, Sales, CRM, Databases, Microsoft Office, PowerPoint, Public Speaking, Social Media, Leadership, Time Management, Microsoft Word, Training, Market Research, Customer Service, Technical Writing, Process Improvement, Outlook
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Arts, Linguistics, Sociology
Kingwood High School
Combined Agents of America October 2014 - Present
The University of Texas January 2011 - Present
Falcon Containers February 2014 - July 2014
USI Insurance Services March 2011 - January 2014
Powerset June 2009 - June 2010
Skills
Financial Analysis, Natural Language..., Data Analysis, Research, Analysis, Statistics, Microsoft Excel, Editing, Sales, CRM, Databases, Microsoft Office, PowerPoint, Public Speaking, Social Media, Leadership, Time Management, Microsoft Word, Training, Market Research, Customer Service, Technical Writing, Process Improvement, Outlook
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Arts, Linguistics, Sociology
Kingwood High School
Jeffrey Lenderman's USI Insurance Services Experience May 2007 - January 2015
Job Vice President of Employee Benefits at M.E. Wilson Company
Industry Insurance
Experience
M.E. Wilson Company January 2015 - Present
USI Insurance Services May 2007 - January 2015
Paychex September 2005 - May 2007
Coca Cola Enterprises September 2001 - June 2005
Village of Elm Grove Police January 2000 - August 2001
Skills
Employee Benefits, Health Insurance, Sales, Training, Account Management, Insurance, Management, Business Development, Customer Service, Sales Operations, Budgets, Contract Negotiation, Customer Retention, Event Planning, Healthcare, Time Management, Event Management, Health Savings Accounts, Brokers, Workers Compensation, Disability Insurance, Life Insurance, Employee Relations
Education
University of Delaware 1996 — 1999
Criminal Justice/Police Science
A.I. DuPont High School 1990 — 1994
M.E. Wilson Company January 2015 - Present
USI Insurance Services May 2007 - January 2015
Paychex September 2005 - May 2007
Coca Cola Enterprises September 2001 - June 2005
Village of Elm Grove Police January 2000 - August 2001
Skills
Employee Benefits, Health Insurance, Sales, Training, Account Management, Insurance, Management, Business Development, Customer Service, Sales Operations, Budgets, Contract Negotiation, Customer Retention, Event Planning, Healthcare, Time Management, Event Management, Health Savings Accounts, Brokers, Workers Compensation, Disability Insurance, Life Insurance, Employee Relations
Education
University of Delaware 1996 — 1999
Criminal Justice/Police Science
A.I. DuPont High School 1990 — 1994
Michael Zay Michael Zay's USI Insurance Services Experience May 2013 - August 2013
Job ONE Customer Service Technician
Industry Oil & Energy
Experience
Gardner Denver Pumps March 2015 - Present
Gardner Denver May 2014 - August 2014
USI Insurance Services May 2013 - August 2013
Skills
Spanish-speaking, Microsoft Office, Microsoft CRM, Insurance, Public Speaking
Education
University of Alabama 2010 — 2014
Bachelor of Business Administration (B.B.A.), General Sales, Junior
University of Alabama
Gardner Denver Pumps March 2015 - Present
Gardner Denver May 2014 - August 2014
USI Insurance Services May 2013 - August 2013
Skills
Spanish-speaking, Microsoft Office, Microsoft CRM, Insurance, Public Speaking
Education
University of Alabama 2010 — 2014
Bachelor of Business Administration (B.B.A.), General Sales, Junior
University of Alabama
Ciara Benko's USI Insurance Services Experience June 2007 - August 2007
Job Senior Account Executive at Edelman
Industry Public Relations and Communications
Experience
Edelman January 2014 - Present
Ruder Finn February 2013 - January 2014
Ruder Finn February 2012 - February 2013
Ruder Finn June 2011 - February 2012
Ruder Finn February 2011 - June 2011
Financial Profiles, Inc. September 2010 - February 2011
Terry Hines & Associates July 2009 - September 2009
Crum & Forster June 2008 - August 2008
USI Insurance Services June 2007 - August 2007
Financial Relations Board June 2005 - August 2005
Skills
Cision, Media Relations, Strategic Communications, Crisis Communications, Corporate Communications, Public Relations, Social Media, Press Releases, Message Development, Publicity, Investor Relations, Reputation Management, Corporate Social...
Education
University of California, Santa Barbara 2006 — 2010
Global Studies, Spanish
Universidad Complutense de Madrid 2008 — 2009
International Relations, Spanish, Economics
University of California, Los Angeles 2010 — 2010
Pursued Certificate in Public Relations (One Semester)
Edelman January 2014 - Present
Ruder Finn February 2013 - January 2014
Ruder Finn February 2012 - February 2013
Ruder Finn June 2011 - February 2012
Ruder Finn February 2011 - June 2011
Financial Profiles, Inc. September 2010 - February 2011
Terry Hines & Associates July 2009 - September 2009
Crum & Forster June 2008 - August 2008
USI Insurance Services June 2007 - August 2007
Financial Relations Board June 2005 - August 2005
Skills
Cision, Media Relations, Strategic Communications, Crisis Communications, Corporate Communications, Public Relations, Social Media, Press Releases, Message Development, Publicity, Investor Relations, Reputation Management, Corporate Social...
Education
University of California, Santa Barbara 2006 — 2010
Global Studies, Spanish
Universidad Complutense de Madrid 2008 — 2009
International Relations, Spanish, Economics
University of California, Los Angeles 2010 — 2010
Pursued Certificate in Public Relations (One Semester)
Chris Graff Chris Graff's USI Insurance Services Experience May 2014 - Present
Job Sales Executive Commercial Insurance
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services August 2013 - May 2014
Enterprise Rent-A-Car August 2008 - December 2009
Enterprise Rent-A-Car September 2004 - August 2008
Skills
Leadership, Sales, Commercial Insurance, Networking, Time Management, Insurance, Account Management, Cold Calling, Finance, Direct Sales, Customer Satisfaction, Sales Management, Customer Retention, Sales Process, Small Business, Customer Service, Management
Education
University of California, Santa Barbara 1993 — 1998
BA, Economics & Accounting
NUHS
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services August 2013 - May 2014
Enterprise Rent-A-Car August 2008 - December 2009
Enterprise Rent-A-Car September 2004 - August 2008
Skills
Leadership, Sales, Commercial Insurance, Networking, Time Management, Insurance, Account Management, Cold Calling, Finance, Direct Sales, Customer Satisfaction, Sales Management, Customer Retention, Sales Process, Small Business, Customer Service, Management
Education
University of California, Santa Barbara 1993 — 1998
BA, Economics & Accounting
NUHS
Mike Brinker's USI Insurance Services Experience July 2002 - Present
Job Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services July 2002 - Present
American Modern Ins Group November 1993 - September 2001
Great American Insurance July 1992 - November 1993
Fireman's Fund Insurance Company August 1983 - March 1992
Skills
Programming, Program Management, Business Analysis, Underwriting, Marketing, Supervision, Medical Malpractice..., Employment Practices..., D&O, Legal Liability, Casualty, Professional Liability, Liability, Health Insurance, Risk Management, Casualty Insurance, Claim
Education
Thomas More College 1968 — 1985
BA, Business Adminstration
Covington Catholic High School 1964 — 1968
College Prep
USI Insurance Services July 2002 - Present
American Modern Ins Group November 1993 - September 2001
Great American Insurance July 1992 - November 1993
Fireman's Fund Insurance Company August 1983 - March 1992
Skills
Programming, Program Management, Business Analysis, Underwriting, Marketing, Supervision, Medical Malpractice..., Employment Practices..., D&O, Legal Liability, Casualty, Professional Liability, Liability, Health Insurance, Risk Management, Casualty Insurance, Claim
Education
Thomas More College 1968 — 1985
BA, Business Adminstration
Covington Catholic High School 1964 — 1968
College Prep
Russell Figures, AIC, AIS Russell Figures, AIC, AIS's USI Insurance Services Experience December 1997 - October 2004
Job Allianz Resolution Management / AGCS / SFRe
Industry Insurance
Experience
Allianz Group December 2005 - Present
Crawford & Company November 2004 - November 2005
USI Insurance Services December 1997 - October 2004
Macy's - Federated Department Stores January 1995 - October 1996
AIG April 1988 - December 1994
Skills
Associate in Claims, Associate in Service, Casualty, Property & Casualty..., Liability, Subrogation, Property Damage, Commercial Lines, Legal Liability, Claims Management, Liability Analysis, Commercial Insurance, Claim, Claim Investigation, General Insurance, Insurance, Underwriting, Litigation Management
Education
Tuskegee University 1983 — 1987
Bachelor of Science (B.S.), Business Administration, Management and Operations
Allianz Group December 2005 - Present
Crawford & Company November 2004 - November 2005
USI Insurance Services December 1997 - October 2004
Macy's - Federated Department Stores January 1995 - October 1996
AIG April 1988 - December 1994
Skills
Associate in Claims, Associate in Service, Casualty, Property & Casualty..., Liability, Subrogation, Property Damage, Commercial Lines, Legal Liability, Claims Management, Liability Analysis, Commercial Insurance, Claim, Claim Investigation, General Insurance, Insurance, Underwriting, Litigation Management
Education
Tuskegee University 1983 — 1987
Bachelor of Science (B.S.), Business Administration, Management and Operations
Casey Rowe Casey Rowe's USI Insurance Services Experience April 2012 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
USI Insurance Services April 2012 - Present
BBVA Compass Consulting & Benefits, Inc. June 1996 - April 2012
UnitedHealthcare 1995 - 1996
Skills
Employee Benefits, Health Savings Accounts, Disability Insurance, Health Insurance, Insurance, Benefits Administration, Life Insurance, Healthcare, Strategic Planning, Account Management, Medicare, Risk Management, Long-term Care, COBRA, Leadership, Brokers, 401k, Underwriting, Term Life Insurance, CRM, Talent Acquisition
Education
University of Arkansas 1989 — 1994
BSBA, Human Resource
USI Insurance Services April 2012 - Present
BBVA Compass Consulting & Benefits, Inc. June 1996 - April 2012
UnitedHealthcare 1995 - 1996
Skills
Employee Benefits, Health Savings Accounts, Disability Insurance, Health Insurance, Insurance, Benefits Administration, Life Insurance, Healthcare, Strategic Planning, Account Management, Medicare, Risk Management, Long-term Care, COBRA, Leadership, Brokers, 401k, Underwriting, Term Life Insurance, CRM, Talent Acquisition
Education
University of Arkansas 1989 — 1994
BSBA, Human Resource
Manju Wadhwaney Manju Wadhwaney's USI Insurance Services Experience 2012 - 2013
Job Underwriting Consulting Director at CNA Insurance
Industry Insurance
Experience
CNA Insurance May 2014 - Present
Liberty International Underwriters 2013 - May 2014
USI Insurance Services 2012 - 2013
Beazley November 2008 - 2011
CNA Insurance March 1999 - October 2008
Chubb 1997 - 1999
Skills
Underwriting, Claims, Insurance, Professional Liability, Professional Indemnity, Mentoring, Claim, Indemnity, D&O, Legal Liability, Employment Practices..., Excess, Casualty, Property & Casualty..., Brokers, Liability, Commercial Insurance, Reinsurance, Employee Benefits, Commercial Lines, Workers Compensation, Directors & Officers..., General Insurance, Claims Management, Insurance Brokerage, Inland Marine
Education
St. John's University, School of Law
J.D.
State University of New York at Albany
BS, Business Administration
CNA Insurance May 2014 - Present
Liberty International Underwriters 2013 - May 2014
USI Insurance Services 2012 - 2013
Beazley November 2008 - 2011
CNA Insurance March 1999 - October 2008
Chubb 1997 - 1999
Skills
Underwriting, Claims, Insurance, Professional Liability, Professional Indemnity, Mentoring, Claim, Indemnity, D&O, Legal Liability, Employment Practices..., Excess, Casualty, Property & Casualty..., Brokers, Liability, Commercial Insurance, Reinsurance, Employee Benefits, Commercial Lines, Workers Compensation, Directors & Officers..., General Insurance, Claims Management, Insurance Brokerage, Inland Marine
Education
St. John's University, School of Law
J.D.
State University of New York at Albany
BS, Business Administration
Lasenda Broussard's USI Insurance Services Experience January 2000 - September 2004
Job
Industry Human Resources
Experience
Advance Products & Systems, Inc. October 2012 - May 2015
CBM Technology March 2012 - September 2012
Firefly Digital, Inc. October 2008 - March 2012
Midsouth Bank January 2007 - March 2008
Acadiana Outreach Center October 2005 - July 2006
Windsor Court Hotel September 2004 - October 2005
USI Insurance Services January 2000 - September 2004
Skills
Event Planning, Public Relations, Non-profits, Promotions, Fundraising, Media Relations, Event Management, Social Media, Advertising, Press Releases, Community Outreach, Marketing Communications, Corporate Communications, Community Relations, Volunteer Management, Publicity, Special Events, Customer Service, Newsletters, Coordination, Event Marketing, Microsoft Office, Trade Shows, Customer Relations, Excel, Online Marketing, Social Media Marketing, Word, PowerPoint, Strategic Planning, Internal Communications, Editing, Research, Spanish, Employee Relations, Accounts Payable, Accounts Receivable, Benefits Administration, Employee Benefits, Financial Management, Financial Reporting, Payroll Administration, Payroll Processing, Writing, Public Speaking, Market Research, Philanthropy, Facebook, Marketing, Management
Education
Tulane University 2000 — 2004
BA, Public Relations
University of New Orleans 1999 — 2000
Political Science
Advance Products & Systems, Inc. October 2012 - May 2015
CBM Technology March 2012 - September 2012
Firefly Digital, Inc. October 2008 - March 2012
Midsouth Bank January 2007 - March 2008
Acadiana Outreach Center October 2005 - July 2006
Windsor Court Hotel September 2004 - October 2005
USI Insurance Services January 2000 - September 2004
Skills
Event Planning, Public Relations, Non-profits, Promotions, Fundraising, Media Relations, Event Management, Social Media, Advertising, Press Releases, Community Outreach, Marketing Communications, Corporate Communications, Community Relations, Volunteer Management, Publicity, Special Events, Customer Service, Newsletters, Coordination, Event Marketing, Microsoft Office, Trade Shows, Customer Relations, Excel, Online Marketing, Social Media Marketing, Word, PowerPoint, Strategic Planning, Internal Communications, Editing, Research, Spanish, Employee Relations, Accounts Payable, Accounts Receivable, Benefits Administration, Employee Benefits, Financial Management, Financial Reporting, Payroll Administration, Payroll Processing, Writing, Public Speaking, Market Research, Philanthropy, Facebook, Marketing, Management
Education
Tulane University 2000 — 2004
BA, Public Relations
University of New Orleans 1999 — 2000
Political Science
Amber Bell Amber Bell's USI Insurance Services Experience December 2014 - Present
Job Talent Acquisition Consultant I work to identify, attract and hire the best talent for USI
Industry Insurance
Experience
USI Insurance Services December 2014 - Present
Robert Half November 2009 - December 2014
OfficeTeam July 2013 - March 2014
OfficeTeam Healthcare Group January 2011 - July 2013
OfficeTeam November 2009 - January 2011
Ann Taylor Retail March 2004 - November 2009
Skills
Interviews, Temporary Placement, Human Resources, Healthcare, Temporary Staffing, Hiring, Customer Service, Talent Acquisition, Leadership, Recruiting, Applicant Tracking..., Time Management, Staffing Services, College Recruiting, Internet Recruiting, Onboarding, Marketing, Technical Recruiting, Customer Satisfaction, Team Building, Sourcing, Account Management, Coaching, Benefits Administration, Resume Writing, Medicine, New Hire Orientations, Insurance, HR Consulting, Contract Negotiation, Corporate Recruiting
Education
University of Arizona 1999 — 2003
USI Insurance Services December 2014 - Present
Robert Half November 2009 - December 2014
OfficeTeam July 2013 - March 2014
OfficeTeam Healthcare Group January 2011 - July 2013
OfficeTeam November 2009 - January 2011
Ann Taylor Retail March 2004 - November 2009
Skills
Interviews, Temporary Placement, Human Resources, Healthcare, Temporary Staffing, Hiring, Customer Service, Talent Acquisition, Leadership, Recruiting, Applicant Tracking..., Time Management, Staffing Services, College Recruiting, Internet Recruiting, Onboarding, Marketing, Technical Recruiting, Customer Satisfaction, Team Building, Sourcing, Account Management, Coaching, Benefits Administration, Resume Writing, Medicine, New Hire Orientations, Insurance, HR Consulting, Contract Negotiation, Corporate Recruiting
Education
University of Arizona 1999 — 2003
Cory Clauss Cory Clauss's USI Insurance Services Experience September 2009 - Present
Job Vice President Surety
Industry Financial Services
Experience
USI Insurance Services September 2009 - Present
Front Range Bank September 2007 - July 2009
Bank of the West / Commercial Federal Bank 2003 - 2007
Skills
Insurance, Finance, Financial Analysis, Management, Loans, New Business Development, Strategic Planning
Education
University of Colorado Denver 2007 — 2009
MBA - Finance, Finance
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BA, Business Administration
USI Insurance Services September 2009 - Present
Front Range Bank September 2007 - July 2009
Bank of the West / Commercial Federal Bank 2003 - 2007
Skills
Insurance, Finance, Financial Analysis, Management, Loans, New Business Development, Strategic Planning
Education
University of Colorado Denver 2007 — 2009
MBA - Finance, Finance
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BA, Business Administration
Barry Montgomery Barry Montgomery's USI Insurance Services Experience March 2000 - May 2006
Job Vice President at Hub International
Industry Insurance
Experience
Hub International May 2011 - Present
Apex Global Partners June 2006 - May 2011
USI Insurance Services March 2000 - May 2006
Skills
Risk Management, Hospitals, Long-term Care, Healthcare Industry, Physicians, Employee Benefits, Strategic Planning, General Insurance, Litigation Management, Reinsurance, Customer Service, Process Improvement, Claims Management, Public Speaking, Enterprise Risk..., Leadership, Financial Risk
Education
The University of Texas at Austin 1969 — 1973
Bachelor of Arts (B.A.), Music
Hub International May 2011 - Present
Apex Global Partners June 2006 - May 2011
USI Insurance Services March 2000 - May 2006
Skills
Risk Management, Hospitals, Long-term Care, Healthcare Industry, Physicians, Employee Benefits, Strategic Planning, General Insurance, Litigation Management, Reinsurance, Customer Service, Process Improvement, Claims Management, Public Speaking, Enterprise Risk..., Leadership, Financial Risk
Education
The University of Texas at Austin 1969 — 1973
Bachelor of Arts (B.A.), Music
Jay J. Festa Jay J. Festa's USI Insurance Services Experience September 2010 - Present
Job Certified Insurance Consultant
Industry Insurance
Experience
USI Insurance Services September 2010 - Present
CPM Group Insurance Services, Inc. September 1988 - Present
New England Consulting August 1984 - September 1988
Equitable Life February 1978 - September 1988
Skills
Employee Benefits, Insurance Planning, Health Insurance, Long Term Care, Brokers, Professional Liability, Disability Insurance, Group Benefits, Chartered Life..., Certified Insurance..., Health Savings Accounts, Long-term Care, Medicare, Workers Compensation, Life Insurance, Insurance, CLU
Education
The University of Connecticut 1972 — 1976
Bachelor of Science, Accounting
Cheshire High School 1968 — 1972
USI Insurance Services September 2010 - Present
CPM Group Insurance Services, Inc. September 1988 - Present
New England Consulting August 1984 - September 1988
Equitable Life February 1978 - September 1988
Skills
Employee Benefits, Insurance Planning, Health Insurance, Long Term Care, Brokers, Professional Liability, Disability Insurance, Group Benefits, Chartered Life..., Certified Insurance..., Health Savings Accounts, Long-term Care, Medicare, Workers Compensation, Life Insurance, Insurance, CLU
Education
The University of Connecticut 1972 — 1976
Bachelor of Science, Accounting
Cheshire High School 1968 — 1972
Jamal Trager Jamal Trager's USI Insurance Services Experience January 2013 - September 2014
Job Underwriter, Licensed Attorney
Industry Insurance
Experience
Travelers September 2014 - Present
USI Insurance Services January 2013 - September 2014
Promontory Financial Group, LLC March 2012 - January 2013
Urban Lending Solutions 2012 - 2012
Great-West Life and Annuity Insurance Company September 2010 - November 2010
Great-West Life and Annuity Insurance Company February 2010 - May 2010
Colorado Lawyers for the Arts June 2008 - March 2009
Great-West Life and Annuity Insurance Company January 2006 - July 2007
Washington Mutual 2003 - 2005
University of Denver - Daniels College of Business 2000 - 2002
Skills
Account Management, Due Diligence, Financial Risk, Financial Services, Auditing, Management, Legal Research, Financial Analysis, Client Counseling, Qualified Retirement..., ERISA, Compliance
Education
University of Colorado School of Law 2007 — 2010
JD, w/ Tax Emphasis
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of California, Berkeley 1988 — 1992
BA
East High 1985 — 1988
Travelers September 2014 - Present
USI Insurance Services January 2013 - September 2014
Promontory Financial Group, LLC March 2012 - January 2013
Urban Lending Solutions 2012 - 2012
Great-West Life and Annuity Insurance Company September 2010 - November 2010
Great-West Life and Annuity Insurance Company February 2010 - May 2010
Colorado Lawyers for the Arts June 2008 - March 2009
Great-West Life and Annuity Insurance Company January 2006 - July 2007
Washington Mutual 2003 - 2005
University of Denver - Daniels College of Business 2000 - 2002
Skills
Account Management, Due Diligence, Financial Risk, Financial Services, Auditing, Management, Legal Research, Financial Analysis, Client Counseling, Qualified Retirement..., ERISA, Compliance
Education
University of Colorado School of Law 2007 — 2010
JD, w/ Tax Emphasis
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of California, Berkeley 1988 — 1992
BA
East High 1985 — 1988
Nancy Kearns's USI Insurance Services Experience May 1997 - Present
Job Dir. of Training & Employee Dev. at USI
Industry Executive Office
Experience
USI Insurance Services May 1997 - Present
UMR April 1990 - April 1994
Skills
Microsoft Office, Microsoft CRM, Public Speaking, Problem Solving, Creative Marketing, Jerry Rigging, Parenting on a budget, Marketing, Budgets
Education
University of Cincinnati 1983 — 1988
BFA, Broadcasting
Finneytown High School
USI Insurance Services May 1997 - Present
UMR April 1990 - April 1994
Skills
Microsoft Office, Microsoft CRM, Public Speaking, Problem Solving, Creative Marketing, Jerry Rigging, Parenting on a budget, Marketing, Budgets
Education
University of Cincinnati 1983 — 1988
BFA, Broadcasting
Finneytown High School
Shailesh Kella Shailesh Kella's USI Insurance Services Experience October 2010 - Present
Job Underwriting and Healthcare Analytics Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2010 - Present
HCSC 2010 - November 2010
WellPoint January 2000 - December 2009
Skills
Access, Account Management, Underwriting, Insurance, Employee Benefits, Disability Insurance, Strategic Planning, Claim, Healthcare, Claims Management, Liability, Health Insurance, Training, Brokers, Managed Care, Life Insurance, Leadership, Customer Service, Commercial Insurance, HMO, Analysis, Property & Casualty..., Business Analysis
Education
The University of Texas at Dallas - School of Management
MBA
The University of Texas at Austin
Bachelors, Biology
USI Insurance Services October 2010 - Present
HCSC 2010 - November 2010
WellPoint January 2000 - December 2009
Skills
Access, Account Management, Underwriting, Insurance, Employee Benefits, Disability Insurance, Strategic Planning, Claim, Healthcare, Claims Management, Liability, Health Insurance, Training, Brokers, Managed Care, Life Insurance, Leadership, Customer Service, Commercial Insurance, HMO, Analysis, Property & Casualty..., Business Analysis
Education
The University of Texas at Dallas - School of Management
MBA
The University of Texas at Austin
Bachelors, Biology
Malik Boukari Malik Boukari's USI Insurance Services Experience 2013 - 2015
Job SAP Consultant at Clarkston Consulting
Industry Information Technology and Services
Experience
Clarkston Consulting July 2015 - Present
USI Insurance Services 2013 - 2015
Maquet Cardiovascular 2011 - 2012
Philips 2006 - 2011
Population Services International 2005 - 2006
Deloitte 2005 - 2005
Skills
Financial Analysis, Financial Reporting, SAP, Inventory Management, SAP R/3, Forecasting, Process Improvement, Logistics, Accounting, Budgeting, Cost Accounting, Pricing, Cross-functional Team..., Analysis, ERP, Business Process..., Competitive Analysis, Internal Controls, Business Planning
Education
The University of Akron
Bachelor of Science (B.S.), Accounting
Clarkston Consulting July 2015 - Present
USI Insurance Services 2013 - 2015
Maquet Cardiovascular 2011 - 2012
Philips 2006 - 2011
Population Services International 2005 - 2006
Deloitte 2005 - 2005
Skills
Financial Analysis, Financial Reporting, SAP, Inventory Management, SAP R/3, Forecasting, Process Improvement, Logistics, Accounting, Budgeting, Cost Accounting, Pricing, Cross-functional Team..., Analysis, ERP, Business Process..., Competitive Analysis, Internal Controls, Business Planning
Education
The University of Akron
Bachelor of Science (B.S.), Accounting
Sharon Nagy's USI Insurance Services Experience 2010 - 2011
Job Business Development Associate, USC Consulting Group
Industry Management Consulting
Experience
USC Consulting Group 2013 - Present
William Gallagher Associates 2012 - 2013
USI Insurance Services 2010 - 2011
Willis 2007 - 2010
Willis 2003 - 2007
Skills
Business Development, Strategy, Business Strategy, Management Consulting, CRM, Market Analysis, Cross-functional Team..., Business Analysis, Change Management, Management, Business Transformation, Competitive Analysis, Leadership, Consulting, Strategic Partnerships, Business Planning, Business Process..., Training, Strategic Planning
Education
University of Central Florida
USC Consulting Group 2013 - Present
William Gallagher Associates 2012 - 2013
USI Insurance Services 2010 - 2011
Willis 2007 - 2010
Willis 2003 - 2007
Skills
Business Development, Strategy, Business Strategy, Management Consulting, CRM, Market Analysis, Cross-functional Team..., Business Analysis, Change Management, Management, Business Transformation, Competitive Analysis, Leadership, Consulting, Strategic Partnerships, Business Planning, Business Process..., Training, Strategic Planning
Education
University of Central Florida
Dennis Hensel's USI Insurance Services Experience 2006 - 2008
Job CPA MBA Insurance Professional CFO Controller
Industry Insurance
Experience
HealthMarkets March 2008 - Present
USI Insurance Services 2006 - 2008
USI Insurance Holdings, Inc. September 2005 - December 2007
USI Holdings Corporation 2005 - 2007
McQueary Henry Bowles Troy, LLC February 2003 - September 2005
Insurance Marketers of America, Inc. May 1989 - February 2002
Walker Financial 1986 - 2002
USHealth Group 1992 - 1992
Education
University of North Texas 1990 — 1993
MBA, Management Science
The Ohio State University Fisher College of Business 1975 — 1979
BS, Accounting & Business Administration
HealthMarkets March 2008 - Present
USI Insurance Services 2006 - 2008
USI Insurance Holdings, Inc. September 2005 - December 2007
USI Holdings Corporation 2005 - 2007
McQueary Henry Bowles Troy, LLC February 2003 - September 2005
Insurance Marketers of America, Inc. May 1989 - February 2002
Walker Financial 1986 - 2002
USHealth Group 1992 - 1992
Education
University of North Texas 1990 — 1993
MBA, Management Science
The Ohio State University Fisher College of Business 1975 — 1979
BS, Accounting & Business Administration
Jon Janes's USI Insurance Services Experience September 2010 - December 2011
Job Executive Risk Liability
Industry Insurance
Experience
Willis August 2015 - Present
Willis January 2012 - August 2015
USI Insurance Services September 2010 - December 2011
Aon September 2007 - September 2010
Carpenter Moore May 2005 - September 2007
Watson & Lanctot March 2002 - May 2005
Skills
Financial Institutions, Fiduciary, Kidnap & Ransom, Private Companies, EPL, Professional Liability, D&O, Directors & Officers..., Employment Practices..., Claim, Insurance, Brokers, Legal Liability, Risk Management, Indemnity
Education
University of San Francisco School of Law 1998 — 2001
J.D., Law
Trinity University 1993 — 1997
BS, Business Administration
Willis August 2015 - Present
Willis January 2012 - August 2015
USI Insurance Services September 2010 - December 2011
Aon September 2007 - September 2010
Carpenter Moore May 2005 - September 2007
Watson & Lanctot March 2002 - May 2005
Skills
Financial Institutions, Fiduciary, Kidnap & Ransom, Private Companies, EPL, Professional Liability, D&O, Directors & Officers..., Employment Practices..., Claim, Insurance, Brokers, Legal Liability, Risk Management, Indemnity
Education
University of San Francisco School of Law 1998 — 2001
J.D., Law
Trinity University 1993 — 1997
BS, Business Administration
Madeline Galan's USI Insurance Services Experience October 2011 - Present
Job Benefit Counselor Insurance at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2011 - Present
Millenium May 2007 - September 2010
Watson Realty Corp. December 2005 - May 2007
Skills
Short Sales, First Time Home Buyers, Sellers, Relocation, Insurance, Health Insurance, Accounts Receivable, Banking
Education
Universidad del Turabo
USI Insurance Services October 2011 - Present
Millenium May 2007 - September 2010
Watson Realty Corp. December 2005 - May 2007
Skills
Short Sales, First Time Home Buyers, Sellers, Relocation, Insurance, Health Insurance, Accounts Receivable, Banking
Education
Universidad del Turabo
Christine Moskal's USI Insurance Services Experience September 2013 - Present
Job Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2013 - Present
alliance benefit solutions March 2003 - September 2013
Wm Carter Company 1994 - 1996
Skills
Customer Service, Claim, Human Resources, Employee Benefits, Insurance, Healthcare, Coaching, Health Insurance, Health Savings Accounts, Benefits Administration, Account Management, Team Building, Small Business, Training, Process Improvement, Brokers, Disability Insurance, Leadership, Sales, Marketing, Employee Relations, Customer Retention
Education
University of Connecticut
B.S., Health Systems Management
USI Insurance Services September 2013 - Present
alliance benefit solutions March 2003 - September 2013
Wm Carter Company 1994 - 1996
Skills
Customer Service, Claim, Human Resources, Employee Benefits, Insurance, Healthcare, Coaching, Health Insurance, Health Savings Accounts, Benefits Administration, Account Management, Team Building, Small Business, Training, Process Improvement, Brokers, Disability Insurance, Leadership, Sales, Marketing, Employee Relations, Customer Retention
Education
University of Connecticut
B.S., Health Systems Management
Paul Hoyer's USI Insurance Services Experience August 2015 - Present
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2015 - Present
PSA August 2013 - Present
CBIZ October 2012 - August 2013
RCM&D May 1995 - July 2012
CareFirst BlueCross BlueShield February 1986 - November 1994
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers, Health Savings Accounts, Underwriting, Professional Liability, Health Care Reform
Education
Towson University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communication/Media Studies
USI Insurance Services August 2015 - Present
PSA August 2013 - Present
CBIZ October 2012 - August 2013
RCM&D May 1995 - July 2012
CareFirst BlueCross BlueShield February 1986 - November 1994
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers, Health Savings Accounts, Underwriting, Professional Liability, Health Care Reform
Education
Towson University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Josh Doty's USI Insurance Services Experience 1999 - 2004
Job Sr. Account Executive at Hub International
Industry Insurance
Experience
Hub International January 2008 - Present
HRH 2004 - 2008
USI Insurance Services 1999 - 2004
Aon Risk Services 1996 - 1999
CONNECTICUT ARMY NATIONAL GUARD 1988 - 1998
Skills
Insurance Brokerage, Commercial Insurance, Insurance Consulting, Property & Casualty..., Licensed Property &..., Licensed Life & Health..., Alternative Risk, Religious Organizations, Professional Liability, Directors & Officers..., Employment Practices..., Medical Malpractice, Leadership, Volunteering, Youth Development, Religious Education, Military Experience, Infantry Tactics, Personnel Administration, Artillery, Risk Management, Personnel Management, Financial Risk, Umbrella Insurance, Commercial Lines, Liability, General Insurance, Excess, Workers Compensation, Insurance
Education
The University of Connecticut
Anthropology
Hub International January 2008 - Present
HRH 2004 - 2008
USI Insurance Services 1999 - 2004
Aon Risk Services 1996 - 1999
CONNECTICUT ARMY NATIONAL GUARD 1988 - 1998
Skills
Insurance Brokerage, Commercial Insurance, Insurance Consulting, Property & Casualty..., Licensed Property &..., Licensed Life & Health..., Alternative Risk, Religious Organizations, Professional Liability, Directors & Officers..., Employment Practices..., Medical Malpractice, Leadership, Volunteering, Youth Development, Religious Education, Military Experience, Infantry Tactics, Personnel Administration, Artillery, Risk Management, Personnel Management, Financial Risk, Umbrella Insurance, Commercial Lines, Liability, General Insurance, Excess, Workers Compensation, Insurance
Education
The University of Connecticut
Anthropology
Kellie Laine's USI Insurance Services Experience August 2007 - August 2008
Job Human Resources Generalist at SPS
Industry Human Resources
Experience
Strategic Products and Services (SPS) June 2012 - Present
Implant Direct LLC June 2009 - June 2012
USI Insurance Services August 2007 - August 2008
CurtCo Media January 2005 - August 2007
Semtech January 2003 - January 2004
Homestore August 2002 - December 2003
Skills
Employee Benefits, Human Resources, Screening, Management, Employee Relations, Performance Management, Personnel Management, HRIS, Recruiting, New Hire Orientations
Education
University of California, Santa Barbara 1998 — 2002
BA, Psychology
Strategic Products and Services (SPS) June 2012 - Present
Implant Direct LLC June 2009 - June 2012
USI Insurance Services August 2007 - August 2008
CurtCo Media January 2005 - August 2007
Semtech January 2003 - January 2004
Homestore August 2002 - December 2003
Skills
Employee Benefits, Human Resources, Screening, Management, Employee Relations, Performance Management, Personnel Management, HRIS, Recruiting, New Hire Orientations
Education
University of California, Santa Barbara 1998 — 2002
BA, Psychology
Corey Sanders's USI Insurance Services Experience June 2002 - January 2004
Job VP, GAAP External Reporting at Bank of the West
Industry Banking
Experience
Bank of the West January 2013 - Present
US Army December 1993 - September 2014
Bank of the West March 2006 - January 2013
USI Insurance Services June 2002 - January 2004
Airnex Communications June 2000 - June 2002
Skills
Accounting, Banking, Financial Services, Consolidated Reporting, IFRS Reporting, SEC Financial Reporting, Financial Reporting, Financial Audits, Financial Analysis, Business Analysis, Finance, Process Improvement, Leadership, Infantry Tactics, Security Force..., Military Operations, Logistics, IFRS
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
Troy University 1994 — 1997
Bachelor's Degree, Business Administration, Accounting
Bank of the West January 2013 - Present
US Army December 1993 - September 2014
Bank of the West March 2006 - January 2013
USI Insurance Services June 2002 - January 2004
Airnex Communications June 2000 - June 2002
Skills
Accounting, Banking, Financial Services, Consolidated Reporting, IFRS Reporting, SEC Financial Reporting, Financial Reporting, Financial Audits, Financial Analysis, Business Analysis, Finance, Process Improvement, Leadership, Infantry Tactics, Security Force..., Military Operations, Logistics, IFRS
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
Troy University 1994 — 1997
Bachelor's Degree, Business Administration, Accounting
Tony Nicholas's USI Insurance Services Experience October 2003 - November 2006
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management February 2008 - Present
Pathfinder/LL&D Insurance Group November 2006 - February 2008
USI Insurance Services October 2003 - November 2006
Nationwide Insurance December 2000 - September 2003
Skills
Commercial Insurance, Insurance, Property & Casualty..., Liability, Commercial Lines, Risk Management, Casualty, Workers Compensation, Claim, Employee Benefits, Brokers, Umbrella Insurance, Excess, Professional Liability, D&O, Pollution Liability, Control of Well Program..., Hydraulic Fracturing, USL&H, Loss Forecasting, Midstream, Power Generation, Gas Processing
Education
University of Houston 1998 — 2001
Bachelor's degree, Industrial and Organizational Psychology
United States Air Force Academy 1996 — 1998
General Studies
Wortham Insurance & Risk Management February 2008 - Present
Pathfinder/LL&D Insurance Group November 2006 - February 2008
USI Insurance Services October 2003 - November 2006
Nationwide Insurance December 2000 - September 2003
Skills
Commercial Insurance, Insurance, Property & Casualty..., Liability, Commercial Lines, Risk Management, Casualty, Workers Compensation, Claim, Employee Benefits, Brokers, Umbrella Insurance, Excess, Professional Liability, D&O, Pollution Liability, Control of Well Program..., Hydraulic Fracturing, USL&H, Loss Forecasting, Midstream, Power Generation, Gas Processing
Education
University of Houston 1998 — 2001
Bachelor's degree, Industrial and Organizational Psychology
United States Air Force Academy 1996 — 1998
General Studies
Ivie Isler, CISR, CIC's USI Insurance Services Experience February 2015 - Present
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services February 2015 - Present
Philadelphia Insurance Companies October 2012 - January 2015
McGriff, Seibels & Williams May 2010 - September 2012
New Media Rules Communications May 2008 - January 2010
Sodexho 2005 - 2007
Skills
Press Releases, Newsletters, Public Relations, Social Media, Publicity, Facebook, Social Media Marketing, Commercial Insurance, Insurance, Property & Casualty...
Education
University of Alabama at Birmingham 2003 — 2007
Bachelor of Arts (B.A.), Public Relations
USI Insurance Services February 2015 - Present
Philadelphia Insurance Companies October 2012 - January 2015
McGriff, Seibels & Williams May 2010 - September 2012
New Media Rules Communications May 2008 - January 2010
Sodexho 2005 - 2007
Skills
Press Releases, Newsletters, Public Relations, Social Media, Publicity, Facebook, Social Media Marketing, Commercial Insurance, Insurance, Property & Casualty...
Education
University of Alabama at Birmingham 2003 — 2007
Bachelor of Arts (B.A.), Public Relations
Seth Merritt, RPLU's USI Insurance Services Experience April 2008 - July 2009
Job Underwriting Manager at CorPro Underwriting Managers
Industry Insurance
Experience
CorPro Underwriting Managers September 2014 - Present
The Hartford February 2011 - September 2014
Chubb July 2009 - February 2011
USI Insurance Services April 2008 - July 2009
Webster Insurance January 2007 - April 2008
Webster Insurance May 2006 - January 2007
Webster Insurance May 2005 - May 2006
Skills
Professional Liability, Commercial Lines, Executive Management, D&O, Business, Underwriting, Insurance, Property & Casualty..., Casualty, Risk Management, Health Insurance, Legal Liability, Workers Compensation, Commercial Insurance, Financial Risk, New Business Development, Account Management, Brokers, Strategic Planning, Sales
Education
University of Connecticut 2002 — 2006
BS, Finance
CorPro Underwriting Managers September 2014 - Present
The Hartford February 2011 - September 2014
Chubb July 2009 - February 2011
USI Insurance Services April 2008 - July 2009
Webster Insurance January 2007 - April 2008
Webster Insurance May 2006 - January 2007
Webster Insurance May 2005 - May 2006
Skills
Professional Liability, Commercial Lines, Executive Management, D&O, Business, Underwriting, Insurance, Property & Casualty..., Casualty, Risk Management, Health Insurance, Legal Liability, Workers Compensation, Commercial Insurance, Financial Risk, New Business Development, Account Management, Brokers, Strategic Planning, Sales
Education
University of Connecticut 2002 — 2006
BS, Finance
Patti D'Alton's USI Insurance Services Experience 1996 - 2000
Job Director of Human Resources at O'Connor Davies Munns & Dobbins, LLP
Industry Accounting
Experience
O'Connor Davies, LLP April 2004 - Present
Sefar America February 2000 - October 2003
USI Insurance Services 1996 - 2000
Carpenter & Pelton, Inc. November 1985 - 1996
Skills
Employee Benefits, Succession Planning, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Employee Engagement, Human Resources, 401k, Mergers, Organizational..., Change Management
Education
The Sage Colleges - Russell Sage College 1974 — 1978
B.A., Political Science
O'Connor Davies, LLP April 2004 - Present
Sefar America February 2000 - October 2003
USI Insurance Services 1996 - 2000
Carpenter & Pelton, Inc. November 1985 - 1996
Skills
Employee Benefits, Succession Planning, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Employee Engagement, Human Resources, 401k, Mergers, Organizational..., Change Management
Education
The Sage Colleges - Russell Sage College 1974 — 1978
B.A., Political Science
Nelson DeBasa's USI Insurance Services Experience May 2003 - September 2006
Job Vice President at Gallagher Chapman Nonprofit Services, Insurance & Risk Management
Industry Insurance
Experience
Gallagher Chapman November 2006 - Present
USI Insurance Services May 2003 - September 2006
Arthur J. Gallagher & Co. January 1992 - May 2003
Skills
Fluent Spanish, Risk Management, Strategic Planning, Development/Fundraising, Insurance Consulting, Property & Casualty..., Workers Compensation, Commercial Insurance, Insurance, Nonprofits, Employee Benefits, Legal Liability, Brokers, Underwriting, Casualty, Leadership, Casualty Insurance, Management, Professional Liability, Employment Practices..., Public Speaking
Education
University of California, Santa Barbara 1988 — 1991
BA, Political Science, Emphasis on International Relations
Bellarmine Jefferson, Burbank
High School
Bellarmine College Preparatory, San Jose 1984 — 1986
Gallagher Chapman November 2006 - Present
USI Insurance Services May 2003 - September 2006
Arthur J. Gallagher & Co. January 1992 - May 2003
Skills
Fluent Spanish, Risk Management, Strategic Planning, Development/Fundraising, Insurance Consulting, Property & Casualty..., Workers Compensation, Commercial Insurance, Insurance, Nonprofits, Employee Benefits, Legal Liability, Brokers, Underwriting, Casualty, Leadership, Casualty Insurance, Management, Professional Liability, Employment Practices..., Public Speaking
Education
University of California, Santa Barbara 1988 — 1991
BA, Political Science, Emphasis on International Relations
Bellarmine Jefferson, Burbank
High School
Bellarmine College Preparatory, San Jose 1984 — 1986
Jason Henderson's USI Insurance Services Experience April 2013 - Present
Job Risk Management Consultant at USI & CoFounder of The Preserve Jazz Festival
Industry Insurance
Experience
USI Insurance Services April 2013 - Present
Moss Rock Management, LLC (d/b/a The Preserve Jazz Festival and Bluegrass on the Blackwater) October 2006 - Present
Cobbs, Allen & Hall July 2004 - March 2013
National Bank of Commerce 2001 - 2004
Grand Casinos Gulfport/Biloxi 1994 - 1998
Skills
Non-profits, Property & Casualty..., Sales, Risk Management, Event Management, Coordinating Events, Music, Nonprofits, Commercial Lines, Event Planning, Commercial Insurance, Underwriting, Workers Compensation, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance
Education
University of Southern Mississippi 1991 — 1993
Master of Science (MS), Public Relations
University of South Alabama 1988 — 1990
Bachelor of Arts (BA), Communications
Hewitt Trussville HS 1985 — 1987
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
USI Insurance Services April 2013 - Present
Moss Rock Management, LLC (d/b/a The Preserve Jazz Festival and Bluegrass on the Blackwater) October 2006 - Present
Cobbs, Allen & Hall July 2004 - March 2013
National Bank of Commerce 2001 - 2004
Grand Casinos Gulfport/Biloxi 1994 - 1998
Skills
Non-profits, Property & Casualty..., Sales, Risk Management, Event Management, Coordinating Events, Music, Nonprofits, Commercial Lines, Event Planning, Commercial Insurance, Underwriting, Workers Compensation, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance
Education
University of Southern Mississippi 1991 — 1993
Master of Science (MS), Public Relations
University of South Alabama 1988 — 1990
Bachelor of Arts (BA), Communications
Hewitt Trussville HS 1985 — 1987
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Debbie Slovin's USI Insurance Services Experience March 2001 - August 2006
Job Owner of Decor & More, LLC
Industry Design
Experience
Decor & More, LLC October 2006 - Present
USI Insurance Services March 2001 - August 2006
Skills
Interior decorating and..., Customer Service, Marketing, Leadership, Sales, Microsoft Office, Account Management, Program Management
Education
University of Cincinnati 1967 — 1971
BS, Interior Design and Fashion Merchandising
Decor & More, LLC October 2006 - Present
USI Insurance Services March 2001 - August 2006
Skills
Interior decorating and..., Customer Service, Marketing, Leadership, Sales, Microsoft Office, Account Management, Program Management
Education
University of Cincinnati 1967 — 1971
BS, Interior Design and Fashion Merchandising
Ashiel Ojeda's USI Insurance Services Experience November 2007 - January 2011
Job Agent at Seitlin Insurance
Industry Insurance
Experience
Seitlin December 2010 - Present
USI Insurance Services November 2007 - January 2011
MCA Corporation May 2004 - November 2007
Education
University of Cincinnati 1991 — 1995
MS, Science
Seitlin December 2010 - Present
USI Insurance Services November 2007 - January 2011
MCA Corporation May 2004 - November 2007
Education
University of Cincinnati 1991 — 1995
MS, Science
Doris Mah's USI Insurance Services Experience 1998 - 2003
Job
Industry Accounting
Experience
LeapFrog 2013 - Present
CSE Insurance Group 2012 - 2013
Nestlé USA / Dreyer's Ice Cream 2003 - 2012
USI Insurance Services 1998 - 2003
Lindquist LLP 1997 - 1998
Bradley Rudnick & Associates, CPA's 1989 - 1996
Skills
Financial Analysis, Forecasting, Accounting, General Ledger, Account Reconciliation, Accounts Payable, Budgets, Process Improvement, Cash Management, Variance Analysis, Sarbanes-Oxley Act, Payroll, Investments, Tax Preparation, Oracle Applications, Microsoft Office, Lacerte tax software
Education
University of California, Berkeley
BA, Statistics, Concentrations: Accounting & Economics
LeapFrog 2013 - Present
CSE Insurance Group 2012 - 2013
Nestlé USA / Dreyer's Ice Cream 2003 - 2012
USI Insurance Services 1998 - 2003
Lindquist LLP 1997 - 1998
Bradley Rudnick & Associates, CPA's 1989 - 1996
Skills
Financial Analysis, Forecasting, Accounting, General Ledger, Account Reconciliation, Accounts Payable, Budgets, Process Improvement, Cash Management, Variance Analysis, Sarbanes-Oxley Act, Payroll, Investments, Tax Preparation, Oracle Applications, Microsoft Office, Lacerte tax software
Education
University of California, Berkeley
BA, Statistics, Concentrations: Accounting & Economics
Linda Freland's USI Insurance Services Experience 1980 - Present
Job Account Manager at USI
Industry Insurance
Experience
USI Account ManagerUSI Insurance1980 - Present
USI Insurance Services 1980 - Present
Education
University of Cincinnati 1972 — 1974
Associates, Medical Assistant
USI Account ManagerUSI Insurance1980 - Present
USI Insurance Services 1980 - Present
Education
University of Cincinnati 1972 — 1974
Associates, Medical Assistant
Kenneth S. Carey, CPA's USI Insurance Services Experience March 2007 - May 2009
Job Consultant at Resources Global Professionals
Industry Management Consulting
Experience
Resources Global Professionals April 2011 - Present
Jefferson Wells February 2010 - April 2011
Spherion July 2009 - July 2009
USI Insurance Services March 2007 - May 2009
Accume Partners July 2004 - December 2006
KPMG LLP August 1997 - March 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley, Auditing, Financial Reporting, IT Audit, Business Process..., Accounting, Risk Management, Financial Analysis, GAAP, Financial Audits, Process Improvement, Managerial Finance, Financial Accounting, Governance, US GAAP
Education
University of Florida
Master's degree, Accounting
University of Florida
Bachelor of Science (B.S.), Accounting
Resources Global Professionals April 2011 - Present
Jefferson Wells February 2010 - April 2011
Spherion July 2009 - July 2009
USI Insurance Services March 2007 - May 2009
Accume Partners July 2004 - December 2006
KPMG LLP August 1997 - March 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley, Auditing, Financial Reporting, IT Audit, Business Process..., Accounting, Risk Management, Financial Analysis, GAAP, Financial Audits, Process Improvement, Managerial Finance, Financial Accounting, Governance, US GAAP
Education
University of Florida
Master's degree, Accounting
University of Florida
Bachelor of Science (B.S.), Accounting
Steven Hoskins CPCU's USI Insurance Services Experience 2001 - Present
Job Manager Special Accounts USI
Industry Insurance
Experience
USi May 2001 - Present
USI Insurance Services 2001 - Present
USI of Southern California 2001 - Present
USI of Southern California 2001 - Present
USI of Southern Ca. Ins. Services 2001 - Present
Skills
Insurance, Property & Casualty...
Education
University of California, Irvine 1968 — 1970
BS, Biological Sciences
USi May 2001 - Present
USI Insurance Services 2001 - Present
USI of Southern California 2001 - Present
USI of Southern California 2001 - Present
USI of Southern Ca. Ins. Services 2001 - Present
Skills
Insurance, Property & Casualty...
Education
University of California, Irvine 1968 — 1970
BS, Biological Sciences
Stephanie Bowman's USI Insurance Services Experience 2005 - 2006
Job Chief Financial Officer at BenefitMall
Industry Insurance
Experience
BenefitMall January 2015 - Present
Tuesday Morning August 2006 - September 2013
USI Insurance Services 2005 - 2006
Summit Global Partners, Inc. February 1998 - February 2005
Neiman Marcus January 2001 - December 2001
Lil' Things, Inc. 1991 - 1993
PwC 1987 - 1991
Altaras & Thompson, P.C. 1983 - 1987
Skills
Auditing, Strategic Planning, Business Analysis, Financial Analysis, Retail, Leadership, Accounting, Sarbanes-Oxley Act, Microsoft Word, Finance, Microsoft Excel, Financial Reporting, Forecasting, Financial Modeling, Internal Controls
Education
Certified Public Accountant - Texas
The University of Texas at Arlington
BBA, Accounting
BenefitMall January 2015 - Present
Tuesday Morning August 2006 - September 2013
USI Insurance Services 2005 - 2006
Summit Global Partners, Inc. February 1998 - February 2005
Neiman Marcus January 2001 - December 2001
Lil' Things, Inc. 1991 - 1993
PwC 1987 - 1991
Altaras & Thompson, P.C. 1983 - 1987
Skills
Auditing, Strategic Planning, Business Analysis, Financial Analysis, Retail, Leadership, Accounting, Sarbanes-Oxley Act, Microsoft Word, Finance, Microsoft Excel, Financial Reporting, Forecasting, Financial Modeling, Internal Controls
Education
Certified Public Accountant - Texas
The University of Texas at Arlington
BBA, Accounting
Tim Gibson's USI Insurance Services Experience October 2012 - 2015
Job Selfemployed
Industry Insurance
Experience
In Transition January 2015 - Present
USI Insurance Services October 2012 - 2015
Mercer March 2002 - October 2012
Genesis Worldwide January 1998 - January 2002
Skills
Employee Benefits, Health Insurance, Executive Human..., Benefits Administration, Deferred Compensation, HRIS, Employee Relations, Human Resources, Strategy
Education
University of Dayton
BGS, Management
In Transition January 2015 - Present
USI Insurance Services October 2012 - 2015
Mercer March 2002 - October 2012
Genesis Worldwide January 1998 - January 2002
Skills
Employee Benefits, Health Insurance, Executive Human..., Benefits Administration, Deferred Compensation, HRIS, Employee Relations, Human Resources, Strategy
Education
University of Dayton
BGS, Management
Lee Chaney's USI Insurance Services Experience Financial AnalystFidelity MortgageAugust 1997 - April 2000
Job Regional Controller at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services Financial AnalystFidelity MortgageAugust 1997 - April 2000
Education
University of Cincinnati College of Business 2005 — 2007
MBA
USI Insurance Services Financial AnalystFidelity MortgageAugust 1997 - April 2000
Education
University of Cincinnati College of Business 2005 — 2007
MBA
Jan Grossman's USI Insurance Services Experience February 2008 - February 2010
Job Finance Budgeting, Forecasting, Strategic Planning, Financial Analysis, Reporting, Modeling
Industry Financial Services
Experience
GE Capital March 2014 - Present
Solomon Edwards Group December 2013 - March 2014
Reader's Digest February 2010 - November 2013
USI Insurance Services February 2008 - February 2010
Morgan Stanley August 2007 - January 2008
Cleary Gottlieb Steen & Hamilton LLP September 2006 - August 2007
JPMorgan Chase December 1999 - September 2006
EY October 1997 - December 1999
Skills
Accounting, Essbase, Financial Reporting, Strategic Financial..., Financial Analysis, Variance Analysis, Financial Modeling, Hyperion Enterprise, Corporate Finance, Forecasting, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Operating Budgets, Department Budgeting, GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting
Education
SUNY Albany 1993 — 1996
Bachelor's degree, Accounting
GE Capital March 2014 - Present
Solomon Edwards Group December 2013 - March 2014
Reader's Digest February 2010 - November 2013
USI Insurance Services February 2008 - February 2010
Morgan Stanley August 2007 - January 2008
Cleary Gottlieb Steen & Hamilton LLP September 2006 - August 2007
JPMorgan Chase December 1999 - September 2006
EY October 1997 - December 1999
Skills
Accounting, Essbase, Financial Reporting, Strategic Financial..., Financial Analysis, Variance Analysis, Financial Modeling, Hyperion Enterprise, Corporate Finance, Forecasting, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Operating Budgets, Department Budgeting, GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting
Education
SUNY Albany 1993 — 1996
Bachelor's degree, Accounting
Mark Oja's USI Insurance Services Experience January 1990 - January 1998
Job Owner, DATAGENIX, LLC
Industry Computer Software
Experience
DATAGENIX, LLC July 2000 - Present
Medisys Technologies January 1998 - July 2000
USI Insurance Services January 1990 - January 1998
Skills
Entrepreneurship, Leadership, Small Business, Start-ups, Software Development, Management, Web Development, Online Marketing, SaaS, E-commerce, Insurance, Strategic Planning, New Business Development, Business Development, Sales, Team Building, Program Management, SQL, Project Management
Education
UCSD
BA, Computer Science, Cognitive Science
DATAGENIX, LLC July 2000 - Present
Medisys Technologies January 1998 - July 2000
USI Insurance Services January 1990 - January 1998
Skills
Entrepreneurship, Leadership, Small Business, Start-ups, Software Development, Management, Web Development, Online Marketing, SaaS, E-commerce, Insurance, Strategic Planning, New Business Development, Business Development, Sales, Team Building, Program Management, SQL, Project Management
Education
UCSD
BA, Computer Science, Cognitive Science
Jim Braniff's USI Insurance Services Experience May 2008 - Present
Job Sr. Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2008 - Present
Arthur J. Gallagher & Co. August 1994 - April 2008
Morraine Music 1992 - 1993
Skills
Property & Casualty..., Insurance, Casualty, Underwriting, Professional Liability, Captives, Health Insurance, Brokers, D&O, Umbrella Insurance, Risk Management, Inland Marine, Commercial Insurance, New Business Development, Liability, General Insurance, Employment Practices..., Claim, Account Management, Commercial Lines, Negotiation, Reinsurance, Workers Compensation, Legal Liability, Excess, Surety Bonds, Directors & Officers..., Liability Analysis, Claims Management, Life Insurance, Health Savings Accounts, Insurance Law, Litigation Management, Employee Benefits, Product Liability, Term Life Insurance, Enterprise Risk..., Risk Financing, Financial Risk
Education
The University of Texas at Austin 1988 — 1992
BA, English, Business
Strake Jesuit College Preparatory 1984 — 1988
USI Insurance Services May 2008 - Present
Arthur J. Gallagher & Co. August 1994 - April 2008
Morraine Music 1992 - 1993
Skills
Property & Casualty..., Insurance, Casualty, Underwriting, Professional Liability, Captives, Health Insurance, Brokers, D&O, Umbrella Insurance, Risk Management, Inland Marine, Commercial Insurance, New Business Development, Liability, General Insurance, Employment Practices..., Claim, Account Management, Commercial Lines, Negotiation, Reinsurance, Workers Compensation, Legal Liability, Excess, Surety Bonds, Directors & Officers..., Liability Analysis, Claims Management, Life Insurance, Health Savings Accounts, Insurance Law, Litigation Management, Employee Benefits, Product Liability, Term Life Insurance, Enterprise Risk..., Risk Financing, Financial Risk
Education
The University of Texas at Austin 1988 — 1992
BA, English, Business
Strake Jesuit College Preparatory 1984 — 1988
thomas willsey's USI Insurance Services Experience November 2013 - June 2014
Job President, Employee Benefits USI Connecticut
Industry Insurance
Experience
USI Insurance Services LLC July 2014 - Present
USI Insurance Services November 2013 - June 2014
TD Insurance September 2000 - September 2012
Arthur A. Watson & Co., Inc. April 1973 - September 2000
Skills
Health Insurance, Healthcare, Leadership, Budgets, Strategy, Property & Casualty..., Sales Management, Executive Management, Disability Insurance, Commercial Insurance, Business Development
Education
The University of Connecticut
Bachelor of Arts (B.A.), Political Science and Government
University of Connecticut
USI Insurance Services LLC July 2014 - Present
USI Insurance Services November 2013 - June 2014
TD Insurance September 2000 - September 2012
Arthur A. Watson & Co., Inc. April 1973 - September 2000
Skills
Health Insurance, Healthcare, Leadership, Budgets, Strategy, Property & Casualty..., Sales Management, Executive Management, Disability Insurance, Commercial Insurance, Business Development
Education
The University of Connecticut
Bachelor of Arts (B.A.), Political Science and Government
University of Connecticut
Tjahjono Tjokrohadinata's USI Insurance Services Experience December 2014 - Present
Job Vice President, Application Development at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services December 2014 - Present
ACE Group February 2007 - November 2014
Radwell International June 2004 - February 2007
Expert Solutions March 2003 - May 2004
Jatis 2000 - 2001
Skills
Microsoft SQL Server, SOA, .NET, Software Project..., Integration, Scrum, SharePoint, Web Applications, Web Services, SDLC, C++, Enterprise Architecture, Java, Software Development, Business Intelligence, Databases, Risk Management, ERP, PMP, IT Strategy, Requirements Analysis, Agile Methodologies, Solution Architecture, Data Warehousing, Business Analysis, Requirements Gathering, SQL, Data Modeling, Visio, IT Management, Database Design, RMS
Education
University of Pennsylvania 2001 — 2003
Master of Computer and Information Technology
1996 — 2000
Bachelor of Science
USI Insurance Services December 2014 - Present
ACE Group February 2007 - November 2014
Radwell International June 2004 - February 2007
Expert Solutions March 2003 - May 2004
Jatis 2000 - 2001
Skills
Microsoft SQL Server, SOA, .NET, Software Project..., Integration, Scrum, SharePoint, Web Applications, Web Services, SDLC, C++, Enterprise Architecture, Java, Software Development, Business Intelligence, Databases, Risk Management, ERP, PMP, IT Strategy, Requirements Analysis, Agile Methodologies, Solution Architecture, Data Warehousing, Business Analysis, Requirements Gathering, SQL, Data Modeling, Visio, IT Management, Database Design, RMS
Education
University of Pennsylvania 2001 — 2003
Master of Computer and Information Technology
1996 — 2000
Bachelor of Science
Carol Higdon's USI Insurance Services Experience June 2014 - Present
Job
Industry Insurance
Experience
USI Insurance Services June 2014 - Present
Wells Fargo Insurance Services December 2005 - May 2014
Education
The University of Findlay
Bachelor of Science (BS), Accounting
USI Insurance Services June 2014 - Present
Wells Fargo Insurance Services December 2005 - May 2014
Education
The University of Findlay
Bachelor of Science (BS), Accounting
Amy (Cottingham) Fuqua's USI Insurance Services Experience February 2015 - Present
Job Special Programs Account Executive
Industry Insurance
Experience
USI Insurance Services February 2015 - Present
CosmetAssure February 2015 - Present
Self Employed June 2014 - February 2015
Wells Fargo Insurance Services February 2013 - November 2014
Wells Fargo Insurance Services November 2009 - February 2013
Wells Fargo Insurance Services May 2007 - December 2010
Wells Fargo Insurance Services March 2005 - May 2007
Skills
Insurance, Employee Benefits, Business Development, Brokers, Commercial Insurance, Disability Insurance, Risk Management, Health Insurance, Customer Service, Management, Life Insurance, Underwriting, Sales, Strategic Planning, Property & Casualty...
Education
University of Alabama 1999 — 2004
Bachelor of Science (BS)
USI Insurance Services February 2015 - Present
CosmetAssure February 2015 - Present
Self Employed June 2014 - February 2015
Wells Fargo Insurance Services February 2013 - November 2014
Wells Fargo Insurance Services November 2009 - February 2013
Wells Fargo Insurance Services May 2007 - December 2010
Wells Fargo Insurance Services March 2005 - May 2007
Skills
Insurance, Employee Benefits, Business Development, Brokers, Commercial Insurance, Disability Insurance, Risk Management, Health Insurance, Customer Service, Management, Life Insurance, Underwriting, Sales, Strategic Planning, Property & Casualty...
Education
University of Alabama 1999 — 2004
Bachelor of Science (BS)
Greg Dumas's USI Insurance Services Experience July 1996 - October 2009
Job VP at CCI Financial & Insurance Services
Industry Insurance
Experience
CCI Financial & Insurance Services October 2009 - Present
CCI Financial & Insurance Solutions 2009 - Present
USI INSURANCE SERVICES July 1996 - October 2009
Education
University of California, Berkeley
BA, Mathematics
CCI Financial & Insurance Services October 2009 - Present
CCI Financial & Insurance Solutions 2009 - Present
USI INSURANCE SERVICES July 1996 - October 2009
Education
University of California, Berkeley
BA, Mathematics
Tanya Counts's USI Insurance Services Experience December 2013 - Present
Job Vice President Operations & Human Resources at Molton, Allen & Williams
Industry
Experience
USI Insurance Services December 2013 - Present
Molton, Allen & Williams May 2006 - Present
Vesta Insurance Birmingham Alabama May 1978 - May 2006
Skills
Social Media, Benefits Administration, Property & Casualty..., Insurance, Workers Compensation, Employee Benefits, Customer Service, Underwriting, Commercial Insurance, Casualty, Human Resources, Management, Brokers, Health Insurance, Commercial Lines
Education
University of Alabama at Birmingham
USI Insurance Services December 2013 - Present
Molton, Allen & Williams May 2006 - Present
Vesta Insurance Birmingham Alabama May 1978 - May 2006
Skills
Social Media, Benefits Administration, Property & Casualty..., Insurance, Workers Compensation, Employee Benefits, Customer Service, Underwriting, Commercial Insurance, Casualty, Human Resources, Management, Brokers, Health Insurance, Commercial Lines
Education
University of Alabama at Birmingham
Sandy (Cuevas) Orian's USI Insurance Services Experience September 2015 - Present
Job Employee Benefits Consultant at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services September 2015 - Present
Corporate Synergies January 2015 - September 2015
Mutual of Omaha February 2012 - December 2014
The Hartford February 2006 - February 2012
The Hartford February 2004 - February 2006
Skills
Customer Service, Employee Benefits, Management, Process Improvement, Accounting, Microsoft Office, Life Insurance, Health Insurance, Insurance, Underwriting, Disability Insurance, Training, Microsoft Excel, Leadership, Brokers, Benefits Administration
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
USI Insurance Services September 2015 - Present
Corporate Synergies January 2015 - September 2015
Mutual of Omaha February 2012 - December 2014
The Hartford February 2006 - February 2012
The Hartford February 2004 - February 2006
Skills
Customer Service, Employee Benefits, Management, Process Improvement, Accounting, Microsoft Office, Life Insurance, Health Insurance, Insurance, Underwriting, Disability Insurance, Training, Microsoft Excel, Leadership, Brokers, Benefits Administration
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Joshua Goldberg's USI Insurance Services Experience June 2014 - Present
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2014 - Present
Burns & Wilcox December 2013 - February 2014
Philadelphia Insurance Companies July 2013 - November 2013
Northwestern Mutual May 2013 - June 2013
Houlihan Lokey June 2012 - August 2012
USI Insurance Services June 2011 - September 2011
Skills
Access, Financial Analysis, Commercial Insurance, Insurance, Liability, Property & Casualty..., Workers Compensation, Professional Liability, General Insurance, Underwriting, Casualty Insurance, Umbrella Insurance, Health Insurance, Customer Service, Brokers
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
New Comunity Jewish high School
USI Insurance Services June 2014 - Present
Burns & Wilcox December 2013 - February 2014
Philadelphia Insurance Companies July 2013 - November 2013
Northwestern Mutual May 2013 - June 2013
Houlihan Lokey June 2012 - August 2012
USI Insurance Services June 2011 - September 2011
Skills
Access, Financial Analysis, Commercial Insurance, Insurance, Liability, Property & Casualty..., Workers Compensation, Professional Liability, General Insurance, Underwriting, Casualty Insurance, Umbrella Insurance, Health Insurance, Customer Service, Brokers
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
New Comunity Jewish high School
Vitamarie Zoltak's USI Insurance Services Experience May 2014 - Present
Job Personal Risk Specialist
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Jacobson Goldfarb & Scott January 2009 - May 2014
Acordia January 1990 - 2002
Sedgwick James 1988 - 1990
Skills
Account Management, Sales, Sales Management, Insurance, Strategic Planning, Leadership, Team Building, Program Management, Change Management, Forecasting, Solution Selling, Process Improvement, Salesforce.com, Lead Generation, Leadership Development
Education
Cranford High School
Cranford High School
Union County College
Associates, Business Administration and Management, General
USI Insurance Services May 2014 - Present
Jacobson Goldfarb & Scott January 2009 - May 2014
Acordia January 1990 - 2002
Sedgwick James 1988 - 1990
Skills
Account Management, Sales, Sales Management, Insurance, Strategic Planning, Leadership, Team Building, Program Management, Change Management, Forecasting, Solution Selling, Process Improvement, Salesforce.com, Lead Generation, Leadership Development
Education
Cranford High School
Cranford High School
Union County College
Associates, Business Administration and Management, General
Gail Stephens's USI Insurance Services Experience April 2012 - Present
Job Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services April 2012 - Present
BBVA Compass Insurance Division-B'ham January 1970 - April 2012
Skills
Insurance, Business Strategy, Strategic Planning, Marketing, Business Development, Business Planning, Account Management, Sales, Underwriting
Education
University of Alabama at Birmingham 1987 — 1990
Business, Marketing
USI Insurance Services April 2012 - Present
BBVA Compass Insurance Division-B'ham January 1970 - April 2012
Skills
Insurance, Business Strategy, Strategic Planning, Marketing, Business Development, Business Planning, Account Management, Sales, Underwriting
Education
University of Alabama at Birmingham 1987 — 1990
Business, Marketing
Melissa Hart-Headrick's USI Insurance Services Experience March 2003 - January 2007
Job Account Manager at Ellsworth Corporation
Industry Insurance
Experience
Ellsworth Corporation January 2007 - Present
USI Insurance Services March 2003 - January 2007
Skills
Customer Service, New Business Development, Property & Casualty..., Sales Management, Commercial Insurance, Sales, Health Insurance, General Insurance, Underwriting, Negotiation, Brokers, Strategic Planning, Marketing Strategy, Microsoft Office, Employee Benefits, Marketing, Liability, Direct Sales, Project Management, Microsoft Excel
Education
University of Alabama 1990 — 1994
Bachelor's degree, Social Work
Ellsworth Corporation January 2007 - Present
USI Insurance Services March 2003 - January 2007
Skills
Customer Service, New Business Development, Property & Casualty..., Sales Management, Commercial Insurance, Sales, Health Insurance, General Insurance, Underwriting, Negotiation, Brokers, Strategic Planning, Marketing Strategy, Microsoft Office, Employee Benefits, Marketing, Liability, Direct Sales, Project Management, Microsoft Excel
Education
University of Alabama 1990 — 1994
Bachelor's degree, Social Work
Diane Sandlin's USI Insurance Services Experience 2004 - 2007
Job Executive Director at Surface Design Association and Artist
Industry Fine Art
Experience
Surface Design Association March 2012 - Present
Shipley Sandlin Interests, LLC 2011 - Present
Diane Sandlin Studios 2007 - Present
USI Insurance Services 2004 - 2007
CNA Insurance 1975 - 2003
Skills
Art, Fine Art, Strategic Planning, Public Speaking, Marketing, Non-profits, Fundraising, Social Media, Teaching, Event Planning, Public Relations, Newsletters, Research, Editing, Microsoft Office, Nonprofits, Mixed Media, Photography, Blogging, Creative Writing, Curating, Graphic Design, Visual Arts, Photoshop, Contemporary Art
Education
The University of Texas at Austin
BA
Surface Design Association March 2012 - Present
Shipley Sandlin Interests, LLC 2011 - Present
Diane Sandlin Studios 2007 - Present
USI Insurance Services 2004 - 2007
CNA Insurance 1975 - 2003
Skills
Art, Fine Art, Strategic Planning, Public Speaking, Marketing, Non-profits, Fundraising, Social Media, Teaching, Event Planning, Public Relations, Newsletters, Research, Editing, Microsoft Office, Nonprofits, Mixed Media, Photography, Blogging, Creative Writing, Curating, Graphic Design, Visual Arts, Photoshop, Contemporary Art
Education
The University of Texas at Austin
BA
John Flack's USI Insurance Services Experience July 2012 - Present
Job Team Manager
Industry Insurance
Experience
USI July 2012 - Present
USI Insurance Services July 2012 - Present
USI Insurance Services January 2012 - Present
Myron Steves June 2007 - January 2009
Arthur J. Gallagher & Co. December 2005 - May 2007
Skills
Insurance, Underwriting, Commercial Insurance, Professional Liability, Risk Management, Property & Casualty..., Strategic Planning, Legal Liability, Casualty, Liability, Marketing, Project Management, Microsoft Office, Budget, Employee Benefits, Umbrella Insurance, Workers Compensation, Management, Casualty Insurance
Education
The University of Texas at Austin 2001 — 2005
Goverment
USI July 2012 - Present
USI Insurance Services July 2012 - Present
USI Insurance Services January 2012 - Present
Myron Steves June 2007 - January 2009
Arthur J. Gallagher & Co. December 2005 - May 2007
Skills
Insurance, Underwriting, Commercial Insurance, Professional Liability, Risk Management, Property & Casualty..., Strategic Planning, Legal Liability, Casualty, Liability, Marketing, Project Management, Microsoft Office, Budget, Employee Benefits, Umbrella Insurance, Workers Compensation, Management, Casualty Insurance
Education
The University of Texas at Austin 2001 — 2005
Goverment
Bennett Harvey's USI Insurance Services Experience April 2012 - Present
Job Account Executive at USI Insurance Services
Industry Banking
Experience
USI Insurance Services April 2012 - Present
BBVA Compass Insurance October 1993 - April 2012
BBVA Compass Insurance January 2009 - April 2011
Education
The University of Texas at Arlington 1968 — 1973
Bachelor of Science (BS), Industrial Engineering
USI Insurance Services April 2012 - Present
BBVA Compass Insurance October 1993 - April 2012
BBVA Compass Insurance January 2009 - April 2011
Education
The University of Texas at Arlington 1968 — 1973
Bachelor of Science (BS), Industrial Engineering
Eric Swietlicki's USI Insurance Services Experience April 2013 - September 2015
Job Financial Analyst at USI Insurance Services
Industry Capital Markets
Experience
Towers Watson September 2015 - Present
USI Insurance Services April 2013 - September 2015
Vertis Communications July 2012 - January 2013
Vertis Communications March 2012 - July 2012
Capital Financial Partners, LLC January 2011 - May 2011
Skills
PowerPoint, Analysis, Marketing, Financial Analysis, Management, Account Management, Marketing Strategy, Budgets, Leadership, Data Analysis, Time Management
Education
Towson University 2007 — 2011
Present Towson University
2007- Bachelor of Science, Business Administration - Marketing Concentration; 2011
Towers Watson September 2015 - Present
USI Insurance Services April 2013 - September 2015
Vertis Communications July 2012 - January 2013
Vertis Communications March 2012 - July 2012
Capital Financial Partners, LLC January 2011 - May 2011
Skills
PowerPoint, Analysis, Marketing, Financial Analysis, Management, Account Management, Marketing Strategy, Budgets, Leadership, Data Analysis, Time Management
Education
Towson University 2007 — 2011
Present Towson University
2007- Bachelor of Science, Business Administration - Marketing Concentration; 2011
Linda Gilmore's USI Insurance Services Experience January 2014 - Present
Job Sr. Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2014 - Present
Travers, O'keefe August 2003 - December 2013
MVP Health Care July 1999 - August 2003
Education
SUNY Albany
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
USI Insurance Services January 2014 - Present
Travers, O'keefe August 2003 - December 2013
MVP Health Care July 1999 - August 2003
Education
SUNY Albany
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Doug Schroer's USI Insurance Services Experience June 1995 - July 2007
Job President, Creative Risk Management Associates, LLC
Industry Insurance
Experience
Creative Risk Management Associates, LLC June 2005 - Present
USI Insurance Services June 1995 - July 2007
Aon January 1992 - June 1995
John Deere August 1987 - December 1991
Education
Augustana College 1985 — 1987
Bacheloe of Arts, Finance
The University of Texas at Austin 1983 — 1985
Creative Risk Management Associates, LLC June 2005 - Present
USI Insurance Services June 1995 - July 2007
Aon January 1992 - June 1995
John Deere August 1987 - December 1991
Education
Augustana College 1985 — 1987
Bacheloe of Arts, Finance
The University of Texas at Austin 1983 — 1985
Claire Shumrick's USI Insurance Services Experience August 2011 - January 2012
Job Leasing Agent at North American Properties
Industry Insurance
Experience
North American Properties January 2012 - Present
USI Insurance Services August 2011 - January 2012
Education
University of Cincinnati
Organizational Leadership
North American Properties January 2012 - Present
USI Insurance Services August 2011 - January 2012
Education
University of Cincinnati
Organizational Leadership
Barry Kramer's USI Insurance Services Experience May 2014 - Present
Job Director, NotforProfit Division at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services January 2000 - May 2014
North Brook Property & Casualty Company March 1983 - June 1990
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Workers Compensation, Professional Liability, General Insurance, Liability, Umbrella Insurance, Risk Management, Employment Practices..., D&O
Education
University of Cincinnati 1967 — 1971
Bachelor of Arts (BA), Psychology
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services January 2000 - May 2014
North Brook Property & Casualty Company March 1983 - June 1990
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Workers Compensation, Professional Liability, General Insurance, Liability, Umbrella Insurance, Risk Management, Employment Practices..., D&O
Education
University of Cincinnati 1967 — 1971
Bachelor of Arts (BA), Psychology
Ashiel Ojeda's USI Insurance Services Experience January 2007 - August 2011
Job National Funding Manager at Forester Lending Corp
Industry Financial Services
Experience
Fluent Capital; access September 2012 - Present
USI Insurance Services January 2007 - August 2011
Skills
Funding, Private Equity, Insurance, Consultants
Education
University of Cincinnati 1991 — 1995
Bachelor of Science (BS), Science and Business, A
Fluent Capital; access September 2012 - Present
USI Insurance Services January 2007 - August 2011
Skills
Funding, Private Equity, Insurance, Consultants
Education
University of Cincinnati 1991 — 1995
Bachelor of Science (BS), Science and Business, A
Steve Dietsch's USI Insurance Services Experience December 1999 - December 2005
Job Owner, The Pinnacle Goup
Industry Insurance
Experience
The Pinnacle Goup June 2009 - Present
HUB International March 2007 - June 2009
USI Insurance Services December 1999 - December 2005
Skills
Retail, Automotive, Property & Casualty..., Strategic Planning, Insurance, New Business Development, Commercial Insurance, Team Building, Sales Management, Workers Compensation, Marketing Strategy, Marketing, Customer Service, Sales, Account Management
Education
The University of North Dakota 1974 — 1978
B.S.B.A, Management
The Pinnacle Goup June 2009 - Present
HUB International March 2007 - June 2009
USI Insurance Services December 1999 - December 2005
Skills
Retail, Automotive, Property & Casualty..., Strategic Planning, Insurance, New Business Development, Commercial Insurance, Team Building, Sales Management, Workers Compensation, Marketing Strategy, Marketing, Customer Service, Sales, Account Management
Education
The University of North Dakota 1974 — 1978
B.S.B.A, Management
Sylvia Morris's USI Insurance Services Experience 2015 - 2015
Job
Industry
Experience
USI Insurance Services 2015 - 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook
Education
Northern Colorado College of Real Estate
Texas State Technical Institute
The University of Texas-Pan American
USI Insurance Services 2015 - 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook
Education
Northern Colorado College of Real Estate
Texas State Technical Institute
The University of Texas-Pan American
John Micale's USI Insurance Services Experience January 2009 - Present
Job President & Health Care Practice Leader at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services January 2009 - Present
UnitedHealthcare January 2002 - December 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, Public Speaking
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance, General
USI Insurance Services January 2009 - Present
UnitedHealthcare January 2002 - December 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, Public Speaking
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance, General
Nan Keck's USI Insurance Services Experience May 2014 - February 2015
Job Senior Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - February 2015
Wells Fargo Insurance Services May 1991 - May 2014
Skills
Insurance, Account Management, Customer Retention, Customer Service, Risk Management, Relationship Management, Commercial Insurance, Property, General Insurance, Liability, Professional Liability, Casualty Insurance
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
USI Insurance Services May 2014 - February 2015
Wells Fargo Insurance Services May 1991 - May 2014
Skills
Insurance, Account Management, Customer Retention, Customer Service, Risk Management, Relationship Management, Commercial Insurance, Property, General Insurance, Liability, Professional Liability, Casualty Insurance
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
Amy Muller's USI Insurance Services Experience July 2008 - June 2015
Job Applications Support Programmer Analyst II (EDI) at BMC HealthNet Plan/WellSense Plan
Industry Information Technology and Services
Experience
BMC HealthNet Plan/Well Sense Health Plan June 2015 - Present
USI Insurance Services July 2008 - June 2015
USI Consulting Group October 2005 - July 2008
USI Consulting Group October 2001 - October 2005
Skills
C#, Visual Basic, .NET, VBA, Microsoft Excel, Microsoft Access, HIPAA 834, XML, HTML, Transact SQL, File Transfer, Employee Benefits
Education
State University of New York at Albany 1997 — 2001
Bachelor's Degree, Actuarial Science and Mathematics
BMC HealthNet Plan/Well Sense Health Plan June 2015 - Present
USI Insurance Services July 2008 - June 2015
USI Consulting Group October 2005 - July 2008
USI Consulting Group October 2001 - October 2005
Skills
C#, Visual Basic, .NET, VBA, Microsoft Excel, Microsoft Access, HIPAA 834, XML, HTML, Transact SQL, File Transfer, Employee Benefits
Education
State University of New York at Albany 1997 — 2001
Bachelor's Degree, Actuarial Science and Mathematics
David Moctezuma's USI Insurance Services Experience November 2013 - December 2014
Job Analyst, Corporate Investment Bank at JPMorgan Chase & Co.
Industry Insurance
Experience
JPMorgan Chase & Co. December 2014 - Present
USI Insurance Services November 2013 - December 2014
The University of Texas at Austin September 2012 - October 2013
Skills
Insurance, Risk Management, Business Analysis, SharePoint, Process Improvement, General Insurance, Vendor Management, Data Analysis, Analysis, Business Intelligence, SQL
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase & Co. December 2014 - Present
USI Insurance Services November 2013 - December 2014
The University of Texas at Austin September 2012 - October 2013
Skills
Insurance, Risk Management, Business Analysis, SharePoint, Process Improvement, General Insurance, Vendor Management, Data Analysis, Analysis, Business Intelligence, SQL
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Liliana Roa's USI Insurance Services Experience June 2011 - Present
Job Benefits Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2011 - Present
BCBGMAXAZRIAGROUP September 2003 - April 2007
BAK Communications September 2000 - September 2003
Skills
Life and Health License
Education
University of La Verne 2003 — 2005
Sociology
University of California, San Diego 1997 — 2000
USI Insurance Services June 2011 - Present
BCBGMAXAZRIAGROUP September 2003 - April 2007
BAK Communications September 2000 - September 2003
Skills
Life and Health License
Education
University of La Verne 2003 — 2005
Sociology
University of California, San Diego 1997 — 2000
Roger Roper's USI Insurance Services Experience May 2014 - Present
Job Senior Financial Analyst at USI Insurance Services
Industry Financial Services
Experience
USI Insurance Services May 2014 - Present
Wells Fargo November 1994 - March 2014
Justin Brands, Inc. February 1986 - November 1995
Skills
Financial Analysis, Managerial Finance, Due Diligence, Essbase, Insurance, Variance Analysis, Financial Reporting, Accounting, Financial Accounting, Mergers, Business Analysis, Budgets
Education
The University of Texas at El Paso 1978 — 1986
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at El Paso 1978 — 1986
Master of Business Administration (MBA), Accounting and Finance
USI Insurance Services May 2014 - Present
Wells Fargo November 1994 - March 2014
Justin Brands, Inc. February 1986 - November 1995
Skills
Financial Analysis, Managerial Finance, Due Diligence, Essbase, Insurance, Variance Analysis, Financial Reporting, Accounting, Financial Accounting, Mergers, Business Analysis, Budgets
Education
The University of Texas at El Paso 1978 — 1986
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at El Paso 1978 — 1986
Master of Business Administration (MBA), Accounting and Finance
Rhonda Fisher's USI Insurance Services Experience February 2012 - April 2014
Job Insurance Professional
Industry Insurance
Experience
Brown & Brown 2014 - Present
USI Insurance Services February 2012 - April 2014
Wells Fargo Insurance Services July 2011 - August 2012
Skills
Personal and Commercial...
Education
University of Alaska Anchorage 1994 — 1995
East Anchorage High School 1993 — 1994
High School Diploma - Graduated in 1994
Brown & Brown 2014 - Present
USI Insurance Services February 2012 - April 2014
Wells Fargo Insurance Services July 2011 - August 2012
Skills
Personal and Commercial...
Education
University of Alaska Anchorage 1994 — 1995
East Anchorage High School 1993 — 1994
High School Diploma - Graduated in 1994
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY