Wachovia Insurance Services
Industry: Company
DescriptionParent organizations: Wells Fargo, Wachovia Subsidiaries: Palmer & Cay of Georgia LLC,
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Wachovia Insurance Services Employees
Britton Gallagher September 2012 - Present
Wells Fargo Insurance Services May 2003 - September 2012
Wachovia Insurance Services May 2003 - October 2008
Marsh 2000 - 2003
Glimcher Realty Trust September 1997 - January 2000
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Workers Compensation, Insurance, Risk Management, Commercial Lines, Brokers, Casualty Insurance, Financial Risk, General Insurance, Mergers, Reinsurance
Education
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
BSBA (2), Finance/Risk Mgmt & Insurance
Westerville North High Scool 1986 — 1989
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Group 2007 - 2012
Wachovia Insurance Services 2005 - 2007
Hartford Life 2003 - 2005
Skills
Long Term Care Insurance, Financial Planning
Education
Drake University
Bachelor's Degree, Business Administration and Management, General
Des Moines Area Community College
Associate's Degree, Legal Assistant/Paralegal
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services 2001 - 2009
Hamilton Dorsey Alston Company 1993 - September 2001
Duncan Peek 1988 - 1993
Skills
Health Insurance, Employee Benefits, Underwriting, Insurance, Health Savings Accounts, Brokers, Disability Insurance, ERISA, Risk Management, Life Insurance, COBRA, Benefits Administration, Strategic Planning, Mergers, Mergers & Acquisitions, Retirement, Term Life Insurance, Long-term Care, Workers Compensation, Leadership, 401k, Defined Benefit, Claim, Investments, Pensions, Fixed Annuities, Retirement Planning, Professional Liability, Commercial Insurance, Property & Casualty..., Account Management, Sales, Management, Managed Care, Customer Service, Financial Risk, Process Improvement, Medicare, Team Building, General Insurance, New Business Development, Consulting, Strategy, Marketing, Business Development
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management
Sewanee-The University of the South 1980 — 1982
Economics
McGriff, Seibels & Williams June 2006 - Present
Wachovia Insurance Services May 2003 - June 2006
Johnson & Higgins / Marsh 1995 - 2003
Skills
Property & Casualty..., Commercial Insurance, Employment Practices..., Casualty, Underwriting, Brokers, Liability, Workers Compensation, Commercial Lines, Insurance Brokerage, Property, Umbrella Insurance, Directors, Marketing, Due Diligence, Manufacturing, Temporary Staffing, Medical Devices, Wholesale Distribution, Nonprofits
Education
University of Georgia - Terry College of Business 1989 — 1994
BBA, Risk Management & Insurance
Carnival Cruise Lines April 2010 - Present
Carnival Cruise Lines September 2007 - April 2010
Wachovia Insurance Services 2006 - 2007
Mobile Chiropractic Inc. 2004 - 2006
US Insurance Underwriters, Inc. 1999 - 2004
Skills
Email Marketing, Email Strategy, Quality Assurance, Project Planning, Segmentation, Reporting & Analysis, Optimization, Content Management, Supervisory Skills, Proactive self-starter, Positive Team Player, Customer Experience, Dreamweaver, Microsoft Office, HTML emails, Thinking Outside The Box, Relationship Management, Multitasking Skills, Organization &..., Vendor Relationships, Management, Marketing Strategy, Marketing Communications, Online Advertising, Online Marketing, Digital Marketing, Integrated Marketing
Education
Florida International University - College of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
Corporate Move Consulting Inc. April 2013 - January 2015
The Hartford January 2007 - November 2009
Wachovia Insurance Services April 2004 - January 2007
Skills
Microsoft Office, Contract Management, Access, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Word, Customer Service, Project Management, Budgets, Management, Project Planning, System Administration, Process Improvement, Team Building, Analysis, Contract Negotiation, Strategic Planning, Leadership
Education
Houston Community College 1989 — 1991
Psychology & Computer Science
Lee High School 1985 — 1989
Stanton Chapel Insurance Agency February 2013 - Present
Willis November 2003 - October 2009
Wachovia Insurance Services May 2001 - November 2003
Dilks Companies December 1985 - May 2001
Skills
Financial Analysis, Insurance, General Ledger, Accounting, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, Financial Statements, Accounts Payable, Internal Controls
Education
Cinnaminson High School
Rowan University
Bachelor’s Degree, Elementary Education
Wells Fargo Insurance Services May 2006 - Present
Wachovia Insurance Services May 2002 - May 2006
Skills
CPCU, CIC, CRM, Strategic Planning, Property & Casualty..., Licensed Property &..., Leadership, Risk Management, Liability, Casualty Insurance, Life Insurance, Commercial Insurance, Insurance
Education
Florida State University 1998 — 2001
Bachelor of Science (BS), Risk Management/Insurance and Finance
Synovus November 2011 - Present
Trinity Community Ministries July 2013 - Present
The Trinity Combine June 2014 - Present
Synovus July 2010 - November 2011
Synovus December 2009 - July 2010
Bank of North Georgia June 2008 - January 2010
Wachovia Insurance Services September 2007 - January 2008
Cherokee Gives Back Foundation January 2007 - April 2007
Skills
Financial Analysis, Underwriting, Credit Analysis, Commercial Lending, Credit, Portfolio Management, Commercial Banking, Loans, Financial Modeling, Corporate Finance, Banking, Investments, Credit Risk, Valuation, Cash Flow, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MBA
The University of Georgia 2002 — 2006
BS
The Lovett School 1998 — 2002
Crawford & Company January 2015 - Present
Crawford & Company July 2012 - Present
Wells Fargo Insurance Services 2008 - 2012
Wachovia Insurance Services 2007 - 2008
Marsh Inc. 2006 - 2007
Marsh USA 1985 - 2007
Marsh Inc. January 2005 - August 2006
National Home Insurance Company 1984 - 1985
Skills
Risk Management, Business Transformation, Property & Casualty..., Underwriting, Financial Risk, Insurance, Mergers, Strategy, Mergers & Acquisitions, Financial Services, Process Improvement, Leadership, CRM, Financial Analysis, Workers Compensation, Management, Enterprise Risk..., Strategic Planning, Analysis, Business Development, Change Management, Finance, Portfolio Management, Executive Management, Reinsurance, Brokers, D&O, Professional Liability, Commercial Insurance, Liability, Casualty, Investments, Employment Practices..., Legal Liability, Casualty Insurance
Education
Georgia State University 2011 — 2015
Executive Doctorate in Business Administration
Stanford University 2007 — 2010
Villanova University 1973 — 1977
BA, Economics
Harvard Business School
Hays Companies of Florida January 2009 - Present
Wachovia Insurance Services September 2005 - January 2009
Palmer & Cay January 1998 - September 2005
Sedgwick of Florida January 1993 - January 1998
Skills
Commercial Insurance, Portfolio Management, Risk Management, Underwriting, Insurance, Brokers, Professional Liability, Property & Casualty..., Due Diligence, Financial Analysis, Real Estate, Mergers, Executive Management, Brokerage, Employee Benefits, Strategic Planning, Disposition, Financial Risk
Education
Stonehill College 1973 — 1977
BS, Accounting
Coldwell Banker Residential Brokerage April 2015 - Present
Cook Maran & Associates January 2014 - Present
Otterstedt Insurance Agency April 2013 - January 2014
Warwick Resource Group April 2012 - March 2013
W.F. Clayton & Assoc October 2006 - April 2012
Wachovia Insurance Services September 2004 - August 2006
The NIA Group July 2003 - July 2004
The Capacity Group of Companies June 1999 - July 2003
The NIA Group November 1997 - June 1999
Robert Morrill Agency, Inc. & R & D Insurance LLC May 1990 - November 1997
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Professional Liability, General Insurance, Insurance, Liability, Workers Compensation, Casualty Insurance, Brokers
Education
Montclair State University
Montclair State University
Bachelor's degree
The Hartford April 2010 - November 2013
Wachovia Insurance Services January 2003 - August 2008
Hendrickson Truck Suspension - CEC January 1999 - November 2001
Watkins Motor Lines January 1994 - April 2001
Eagle Electric Manufacturing Co June 1995 - October 1997
Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Distribution Center..., Freight Transportation
Education
Winston-Salem State University 1983 — 1986
Strayer University
Bachelor's Degree, Business Administration, Management and Operations, 3.15
Wells Fargo Insurance Services October 2008 - Present
Wachovia Insurance Services May 2001 - October 2008
Hamilton Dorsey Alston June 1980 - May 2001
Skills
D&O, Professional Liability, Property & Casualty..., Commercial Insurance, General Insurance, Workers Compensation, Employment Practices..., Insurance, Casualty, Brokers, Umbrella Insurance, New Business Development, Excess, Liability, Legal Liability, Financial Risk, Mergers & Acquisitions, Risk Management, Commercial Lines, Reinsurance, Health Insurance
Education
American Institute 1980 — 1984
CPCU
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management & Insurance
Baldwin Krystyn Sherman Partners January 2006 - Present
Wachovia Insurance Services 1999 - 2005
Chubb Group of Insurance Companies 1993 - 1999
Skills
Commercial Insurance, Estate Planning, Investments, Insurance, Brokers, Property & Casualty..., Risk Management, Mergers & Acquisitions, Underwriting, Legal Liability, Business Planning, Banking, Marketing, Liability, New Business Development, Marketing Strategy, Leadership, Wealth Management, Strategy, Strategic Planning, Employee Benefits, Health Insurance, Customer Service, D&O, Professional Liability, Executive Management
Education
University of Pennsylvania - The Wharton School 2014 — 2015
Certified Advisor of Private Insurance
Georgia State University - J. Mack Robinson College of Business 2005 — 2005
Executive MBA
DePauw University 1989 — 1993
BA, Economics
NHS
Highland Capital Brokerage June 2015 - Present
Carriage Properties March 2011 - April 2015
William Means Real Estate July 2006 - March 2011
Wachovia Insurance Services November 1997 - July 2006
MassMutual Financial Group May 1986 - November 1995
Skills
Real Estate, Residential Homes, Investment Properties, Strategic Planning, Short Sales, Sales Management, Life Insurance, Estate Planning, First Time Home Buyers, Single Family Homes, Real Estate Development, Investments, New Homes, Disposition, Buyers, Buyer Representation, Investors, Sellers, Relocation, Real Estate Transactions, Mortgage Lending, Selling, Condos, Relocation Buyers, New Home Sales, FHA, Vacation Homes, Property, 1031 Exchanges, Management, Sales, Commercial Real Estate, Foreclosures, REO, Contract Negotiation, Real Property, Referrals, Brokerage, Location Intelligence, Listings, SFR, Luxury, Property Management, ABR, e-PRO
Education
The American College 1978 — 1983
Chartered Life Underwriter, Life Insurance/Estate Planning/Executive Compensation
The Citadel 1967 — 1971
Bachelor of Business Administration (BBA), Business Administration and Management, General
Atlanta International RMI Inc. August 2006 - Present
Wachovia Insurance Services May 2001 - July 2006
Hamilton Dorsey Alston Co August 1989 - May 2001
Haas & Dodd December 1985 - August 1989
AIG October 1983 - December 1985
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, Professional Liability, Excess, General Liability, Umbrella, General Insurance, D&O, Casualty, Risk Management, Liability, Legal Liability, Underwriting, Commercial Lines, Insurance, Brokers, Employment Practices..., Insurance Brokerage
Education
Georgia State University 1973 — 1978
BBA, Risk Management
Georgia State University 1973 — 1978
Bachelor of Business Administration (BBA), Risk Management & Insurance
The University of Georgia 1971 — 1973
Wells Fargo September 2013 - Present
Wells Fargo November 2012 - September 2013
Wells Fargo December 2009 - October 2012
Wells Fargo January 2009 - November 2009
Wachovia Insurance Services January 2005 - December 2008
Palmer & Cay, Inc. January 1985 - December 2004
John D. Carswell Company September 1980 - December 1984
Skills
Call Center Development, Change Management, Coaching, Compliance, Consensus Building, Collaboration, Customer Service, Development of Sales, Employee Relations, Executive Facilitation, Expense Management, Financial Services, Licensed Property &..., Leadership Development, Learning Management, Marketing Communications, Process Improvement, Product Management, Project Management, Relationship Management, Strategic Planning, Team Building, Technical Writing, Training, Insurance
Education
Insurance Institute of America
Associate in Insurance Services (AIS)
Insurance Institute of America
Associate in Automation Management (AAM)
Insurance Institute of America
Accredited Advisor of Insruance (AAI)
Insurance Institute of America
Certificate of General Insurance
Armstrong Atlantic State University
Bachelor of Arts (B.A.), English Language and Literature, General
Pragmatic Works December 2014 - Present
Adecco Group March 2013 - December 2014
Adecco Group July 2010 - March 2013
Adecco Group June 2008 - July 2010
Renaissance Creative March 2006 - April 2008
Wachovia Insurance Services July 2003 - March 2006
Skills
Public Relations, Advertising, Marketing, Event Planning, Account Management, Management, Leadership, Marketing Communications, Marketing Strategy, Time Management, Brand Management, Social Media Marketing, Business Planning, Event Management, Cross-functional Team..., Strategic Planning, Digital Marketing, Recruiting
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Risk Management & Insurance
Corporate Synergies January 2004 - January 2010
Wachovia Insurance Services June 1990 - January 2004
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, COBRA, Brokers, Disability Insurance, Health Care Reform, Insurance, Self-funded, Benefits Design, Salesforce.com, Customer Service, Life Insurance, Benefits Administration, Term Life Insurance, Open Enrollment
Education
Haddon Heights High School 1980 — 1984
Mercer County Community College
Wells Fargo Insurance Services 2009 - January 2013
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay 1996 - 2005
Skills
Workers Compensation, Risk Management..., Property & Casualty..., Professional Liability, Commercial Insurance, Underwriting, Captives, D&O, Insurance, Brokers, Casualty, Liability, Health Insurance, Employment Practices..., Risk Management, Mergers & Acquisitions, Claim, Employee Benefits, Casualty Insurance
Education
The Wharton School, University of Pennsylvania 2001 — 2001
Executive Leadership Development Program
University of Alabama at Birmingham 1980 — 1982
BA, Political Science & Philosophy
RJMW 2008 - Present
Wachovia Insurance Services 2007 - 2007
The Hartford 1991 - 2005
Education
Fairmont State College
Wake Technical Community College
Robert McIntyre Insurance January 2008 - Present
Wachovia Insurance Services 1998 - 2007
Liberty Mutual Insurance January 1990 - February 1998
Skills
Insurance, Employee Benefits, Property & Casualty..., Workers Compensation, Liability, Health Insurance, Sales Management, Retirement Planning, Professional Liability, Brokers, Commercial Insurance, Casualty, Commercial Lines, Legal Liability, Employment Practices..., Casualty Insurance, Sales
Education
Philadelphia University 1979 — 1983
Bachelor of Science, Finance Major
Archbishop John Carroll High School
UltiPro Managed Services May 2014 - Present
Morneau Shepell January 2012 - April 2014
SBC Systems October 2007 - January 2012
Wachovia Insurance Services May 2007 - October 2007
Aon Hewitt May 2005 - May 2007
Hewitt Associates January 2003 - May 2005
Aon Hewitt March 2002 - December 2002
Aon Hewitt March 2000 - March 2002
Aon Hewitt July 1998 - March 2000
Skills
Project Management, Project Planning, Requirements Gathering, Requirements Analysis, SDLC, Team Management, Benefits Administration, Outsourcing, Software Project..., Microsoft SQL Server, MS Project
Education
James Madison University 1990 — 1992
Bachelor of Science (BS), Mathematics and Computer Science
Elon University 1988 — 1990
Mathematics and Computer Science
Capital One March 2012 - Present
Ally Financial Inc. May 2010 - March 2012
Ally Financial Services May 2009 - May 2010
Wachovia Bank a Wells Fargo Company September 2007 - May 2009
Wachovia Retirement and Investment Products Group September 2005 - 2007
Wachovia Insurance Services 2004 - 2005
KeyBank Life Insurance March 2000 - March 2004
Key Bank 1993 - 2003
Skills
Change Management, Process Improvement, Sales Process, Management, Strategy, Business Process..., Risk Management, Integration, Business Analysis, Project Management, Budgets, Training, Business Strategy, Leadership
Education
Skidmore College 1988 — 1992
BA
Marsh & McLennan Agency LLC - Rutherfoord Division June 2009 - Present
Wachovia Insurance Services August 2001 - June 2009
Frank B. Hall/Aon October 1984 - August 2001
Skills
Insurance, Brokers, Property & Casualty..., Underwriting, New Business Development, Financial Risk, Liability
Education
Indiana State University
The Hilb Group dba MDM Covenant Insurance February 2008 - Present
McGriff, Seibels & Williams March 2003 - May 2006
Wachovia Insurance Services September 1996 - March 2003
Skills
Insurance, Brokers, New Business Development, Public Speaking, Restaurants, Coaching, singing, acting, Singing, Real Estate, Risk Management, Negotiation, Contract Negotiation, Acting, Small Business, Casualty, Leadership, Property & Casualty..., Strategic Planning, Executive Management, Team Building, Commercial Insurance, Underwriting, Workers Compensation, Professional Liability, Employment Practices..., Casualty Insurance, Sales, Management, Marketing
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management and Insurance
Prism Capital Partners, LLC. December 2009 - Present
Lawley June 2007 - December 2009
Wachovia Insurance Services June 2003 - June 2007
Gelmart International 1999 - 2001
Gelmart International 1999 - 2001
Skills
Real Estate, Real Estate Development, Property Management, Microsoft Office, Negotiation, QuickBooks, Accounts Receivable, Microsoft Excel, Time Management, PowerPoint, Management, Accounts Payable, Customer Service
Education
Katherine Gibbs School 2000 — 2001
Business Administration and Management, General
The Benefits Shop 2014 - Present
Capacity Benefits & Financial Services Group, LLC March 2007 - Present
Wachovia Insurance Services January 2000 - March 2007
Tribus 1992 - 2000
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, COBRA, Health Savings Accounts, Health Policy, Flexible Spending..., Retirement, Medicare, Group Insurance, Group Medical, HRA, Managed Care, Critical Illness, Retirement Planning, Brokers, Strategic Planning, New Business Development, Leadership, Sales, Benefits Administration
Education
Seton Hall University 1989 — 1991
Bachelor of Science (B.S.), Political Science and Government
West Virginia University 1986 — 1989
Political Science and Government
athenahealth April 2013 - Present
Memorial Ambulance January 2011 - April 2013
Dekalb County Fire Rescue June 2009 - December 2011
Georgia Department of Banking and Finance June 2007 - June 2009
Wachovia Insurance Services June 2006 - June 2007
Dollar Tree Stores January 2004 - March 2006
Skills
Microsoft Excel, Microsoft Word, New Business Development, Sales, Microsoft Office, PowerPoint, Training, Social Media, Team Leadership, Marketing, Sales Management, Salesforce.com, Customer Service, Account Management, Management
Education
Gwinnett Technical College 2008 — 2009
EMT
University of Georgia - Terry College of Business 2003 — 2006
Finance
Fallon Benefits Group September 2012 - Present
Dominium Benefits September 2007 - August 2012
Wachovia Insurance Services May 2001 - September 2007
The Guardian 1989 - 1996
The Guardian 1989 - 1996
The Guardian 1989 - 1996
Skills
Insurance, Employee Benefits, Health Savings Accounts, Underwriting, Health Insurance, Sales, Disability Insurance, Brokers, Benefits Administration, Life Insurance, Commercial Insurance, Term Life Insurance, Property & Casualty..., Employment Practices..., Long-term Care, Professional Liability, Workers Compensation, Legal Liability, 401k, Umbrella Insurance, Reinsurance, Health Care Reform, Fixed Annuities, D&O, Claim, Medicare, Commercial Lines, Casualty
Education
University of Alabama 1981 — 1985
USI Insurance Services February 2015 - Present
Hylant Group May 2011 - February 2015
Aon 2006 - May 2011
Wachovia Insurance Services 2003 - 2006
Marsh 1988 - 2003
Johnson & Higgins 1988 - 1992
Education
Knox College 1982 — 1986
BA, Business Administration and Economics
NYC Department of Education 2015 - Present
Contract Agencies 2014 - Present
Mercy College August 2011 - August 2014
Wachovia Insurance Services August 2005 - November 2007
Aon Risk Services of New York, Inc January 2005 - July 2005
Quebecor World USA, Inc. January 2001 - April 2004
Reuben H. Donnelley March 2000 - July 2000
Christian Herald Association April 1998 - October 1999
Skills
Public Speaking, Leadership, Time Management, Fundraising, Employee Relations, Management, System Administration, Marketing, Account Management, Healthcare, Employee Benefits, Payroll, Project Management, Editing, Teaching, Research, Customer Service, Program Development, PowerPoint, Mental Health, Rehabilitation, Microsoft Excel, Microsoft Office, Hospitals
Education
Mercy College 2011 — 2014
MS, Occupational Therapy, Occupational Therapy
Mercy College 2009 — 2011
B.S., Health Sciences (OT)
Delta Dental of Virginia March 2009 - Present
Wachovia Insurance Services April 2007 - March 2009
Anthem Blue Cross & Blue Shield April 1997 - June 2007
Skills
Employee Benefits, Customer Service, Health Insurance, Disability Insurance, Insurance, Health Savings Accounts, Underwriting, Benefits Administration, Team Building, Brokers, Strategic Planning, Account Management, Term Life Insurance, Life Insurance, Sales, Managed Care, Long-term Care, Commercial Insurance, Claim, Medicare, COBRA, Property & Casualty..., Accident, Workers Compensation, Management
Education
University of Mary Washington 1983 — 1986
B.S., Business Administration
Radford University 1982 — 1983
UnitedHealthCare September 2006 - Present
Wachovia Insurance Services June 2005 - August 2006
Hartford Life November 2003 - June 2005
Thrivent Financial for Lutherans January 1997 - October 2003
Education
Concordia College 1991 — 1995
BA, Speech Communication Theater Arts
Zurich Insurance April 2008 - Present
Zurich North America March 2008 - Present
Wachovia Insurance Services November 1995 - March 2008
Chubb & Sons, Inc March 1987 - November 1995
Chubb & Sons, Inc July 1985 - March 1987
Dittler Brothers July 1984 - June 1985
Webcraft June 1983 - July 1984
Skills
Risk Management, Risk Assessment, Property & Casualty..., Underwriting, Financial Risk, Workers Compensation, Professional Liability, Brokers, Casualty, Claims Management, Program Management, Analysis, Legal Liability, Liability, Commercial Insurance, Management, Insurance, Claim, Training, Commercial Lines, Employment Practices..., General Insurance, Enterprise Risk..., Strategic Consulting, Accident, Investigation, Reinsurance, D&O
Education
ContinuingMarshall 2014 — 2021
Poli Sci
Miami University 1979 — 1983
Bachelor of Arts, Political Science
Lanier Upshaw February 2007 - Present
Wachovia Insurance Services February 2001 - February 2007
Brown & Brown January 1998 - February 2001
Skills
Property & Casualty..., Employee Benefits, Team Leadership, New Business Development, Strategic Planning, Commercial Insurance, Mergers & Acquisitions, Financial Risk, Risk Management, Leadership, Enterprise Risk..., Leadership Development, Risk Assessment, Management, Strategic Leadership, Relationship Management, Claims Management, Customer Service, Public Speaking, Team Building, Employee Relations, Employee Engagement, Account Management, Sales Management, Executive Management, Sales
Education
The George Washington University 1991 — 1993
MBA, Finance
Penn State University 1983 — 1987
B.S., Finance
NAS North American Solutions September 2011 - September 2014
IPS Advisors April 2010 - July 2011
Wells Fargo Insurance Services December 2007 - April 2010
Wachovia Insurance Services April 2006 - December 2007
Skills
Insurance, Risk Management, Liability, Underwriting, Account Management, Property & Casualty..., Commercial Insurance, General Insurance, Professional Liability
Education
The University of Texas at Arlington
BBA, Marketing
Tarrant County College
AA
Wells Fargo & Company June 2012 - Present
Wells Fargo & Company December 2009 - June 2012
Wachovia Corporation February 2008 - December 2009
Wachovia Insurance Services March 2006 - February 2008
Palmer & Cay August 2000 - March 2006
Skills
Human Resource..., Employee Benefits..., Due Diligence, Mergers & Acquisitions, Financial Management..., Business Process..., Vendor Management, Human Resource..., Project Management, Retirement Plan..., Leadership, Insurance, Human Resources, Change Management, ERISA, Strategy, Management, Mergers, Deferred Compensation, HR Policies, Program Management, Personnel Management, Benefits Administration, Employee Benefits, Budgets, Cross-functional Team..., COBRA, FMLA, Payroll, Executive Pay, Defined Benefit, Executive Management, Workers Compensation, 401k, HR Consulting, Risk Management, Health Insurance, Underwriting, Disability Insurance, Health Savings Accounts, Defined Contribution, Retirement Planning
Education
The University of Georgia
University of Georgia - Terry College of Business
BBA, Risk Management & Insurance
Fifth Third Bank April 2014 - Present
S&R Enterprises April 2012 - April 2014
Regions Financial Corporation November 2010 - April 2012
ZC Sterling - QBE May 2009 - November 2010
Wachovia Insurance Services August 1998 - May 2009
Matewan BancShares, Inc. January 1991 - January 1998
Skills
Direct Marketing, Product Management, Strategy, Product Marketing, Banking, Marketing, Insurance, Cross-functional Team..., Marketing Strategy, Team Leadership, Business Strategy, Management, CRM, Program Management, Process Improvement, Lead Generation, Leadership, E-commerce, Start-ups, Mergers & Acquisitions, Digital Marketing, Integrated Marketing, Team Building, Sales Management, Segmentation
Education
Morehead State University 1986 — 1990
Bachelor of Business Administration (BBA), Marketing
West Virginia School of Banking
Wells Fargo Insurance Services January 2009 - Present
Wachovia Insurance Services December 2005 - January 2009
Marsh & McLennan Companies, Inc. August 1988 - December 2005
Education
American University 1986 — 1988
Master of Arts (MA), International Relations and Affairs
Clark University 1982 — 1986
BA, International Relations and Affairs
DUAL Commercial LLC November 2007 - Present
Burns & Wilcox October 2004 - November 2007
Wachovia Insurance Services April 2002 - October 2004
William H. Connolly & Co 1999 - 2002
Skills
Insurance, Underwriting, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Brokers, Excess, Commercial Lines, Umbrella Insurance, Workers Compensation
Education
County College of Morris
Lanier Upshaw November 2004 - Present
Wachovia Insurance Services May 1997 - November 2004
Risk & Insurance Brokerage November 1994 - May 1997
Skills
Commercial Insurance, Healthcare, D&O, Risk Management, Contract Negotiation, Insurance, Health Insurance, Property & Casualty..., Leadership, Employee Benefits, Underwriting, Team Building, Marketing, Workers Compensation, Professional Liability, Brokers, Legal Liability, General Insurance, Liability, Casualty Insurance, Customer Service
Education
University of Central Florida - College of Business Administration 1990 — 1993
BSBA, Business Administration
Lakeland Senior High School 1986 — 1989
Starr Marine January 2015 - Present
Starr Syndicate 1919 June 2013 - January 2015
Starr Marine May 2012 - May 2013
Starr Marine Agency, Inc. November 2007 - May 2012
AIG Global Marine 2006 - 2007
Wachovia Insurance Services 2004 - 2007
AIG/AIMA 1987 - 2004
Skills
Underwriting, Insurance, Liability, Employee Benefits, Commercial Insurance, Leadership, Reinsurance, Management, Financial Analysis, Property & Casualty..., Business Development, Risk Management, Claim, Brokers, General Insurance, Casualty, Maritime, Freight, Marine Insurance, Commercial Lines, Strategic Partnerships
Education
Fordham University 1992 — 1993
University of Hawaii at Manoa 1976 — 1982
Theater
Gilman 1967 — 1974
Healthcare Bluebook April 2014 - Present
Imagine Health May 2012 - April 2014
Meritain Health October 2010 - May 2012
821 Entertainment Group, Inc. 2007 - 2010
Wachovia Insurance Services 2002 - 2007
Willis 1999 - 2002
WellPath Community Health Plans 1996 - 1999
Skills
Employee Benefits, Leadership, Start-ups, Microsoft Excel, Health Insurance, Underwriting, Self-funded, Brokers, Insurance, Health Savings Accounts, ERISA, Risk Management, Mergers, COBRA, Reinsurance
Education
Miami University 1986 — 1990
BS, Finance
HUB International July 2015 - Present
RCM&D May 2012 - December 2014
Wells Fargo Insurance Services May 2004 - May 2012
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay May 2004 - May 2005
Marsh June 1996 - May 2004
Arkwright Mutual Insurance Co. June 1988 - June 1996
Skills
Insurance, Underwriting, Property & Casualty..., Portfolio Management, Leadership, Financial Analysis, Risk Management, Sales, Employee Benefits, Relationship Management, Brokers, Executive Management, Mergers & Acquisitions, Commercial Insurance, Financial Risk, Professional Liability, Workers Compensation
Education
Boston University 1984 — 1988
Bachelor of Science, Business Administration
Lower Merion
Aon March 2015 - Present
Wells Fargo Insurance Services January 2009 - March 2015
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay (Purchased by Wachovia, May 2005) 2003 - 2005
Marsh October 2001 - April 2003
Marsh 1998 - 2001
Skills
Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Employee Benefits, Sales Management, Sales Operations
Education
Mercyhurst University 1988 — 1992
BA, Management
Markel Corporation June 2012 - Present
Willis North America October 2008 - June 2012
Hilb Rogal & Hobbs ("HRH") March 2008 - October 2008
Wachovia Insurance Services 2004 - 2008
Palmer & Cay 1981 - 2004
Skills
Mergers, Insurance, Underwriting, Risk Management, Property & Casualty..., Commercial Insurance, Business Strategy, Strategic Planning, Finance, Coaching, Mergers & Acquisitions, Leadership, Business Process, Program Management, Claims Management, Employee Benefits, Commercial Lines, Casualty, Integration, Vendor Management, Employment Practices..., Brokers, Health Insurance, Casualty Insurance
Education
University of Phoenix 2007 — 2008
Masters of Business Administration
University of Phoenix 2000 — 2002
Bachelor or Science, Electronic Business
Georgia Southern University - College of Business Administration 1973 — 1975
Business Administration
BB&T December 2009 - Present
Zurich Insurance January 2009 - January 2010
Brennan & Company January 2008 - January 2009
Wachovia Insurance Services June 2006 - January 2008
Federated Insurance 2003 - 2005
Skills
Insurance, Risk Management, New Business Development, Team Building, Negotiation, Transportation..., Energy Industry Risk..., Account Management, Claim, Claims Management, Commercial Insurance, Competitive Analysis, Contract Negotiation, Customer Service, Financial Risk, Leadership, Management, Marketing, Property, Sales, Strategic Planning
Education
Georgia Southern University 1999 — 2006
Masters in Business Administration, Marketing
Valdosta State University 1991 — 1996
Bachelor of Science in Education, Speech and Language Pathology
Alaska USA Insurance Brokers June 2010 - Present
Lykes Insurance, Inc. September 2009 - June 2010
Suncoast Insurance and Financial Services,LLC September 2008 - July 2009
Wachovia Insurance Services April 2003 - September 2008
Ceridian Benefits Services 1998 - 2003
Old Northwest Agents 1995 - 1998
Northstar Marketing 1988 - 1995
Danka The Copier Company 1986 - 1987
Skills
Employee Benefits, Health Care Reform, Business Planning &..., Compliance, Worksite Wellness, Self-funded, Strategy, Insurance, Health Insurance, CRM, Leadership, Human Resources, Business Planning, Analysis, Sales
Education
The University of Akron 1981 — 1986
Bachelor of Science, Business Marketing and Communications
Wells Fargo Advisors 2010 - Present
Wells Fargo Insurance Services 2008 - 2010
Wachovia Insurance Services July 2000 - 2008
Skills
Series 7, Financial Services, Series 63, Risk Management
Education
Fayetteville State University
Computer Science
Corporate Synergies February 2015 - Present
Corporate Synergies December 2014 - February 2015
Conner Strong & Buckelew / AIM May 2010 - November 2014
Wachovia Insurance Services November 2006 - April 2009
Banc of America Corporate Insurance Agency April 1996 - November 2006
Atlas Marketing September 1993 - March 1996
Skills
Employee Benefits, Group Medical, Group Life, Employee Wellness, Marketing Strategy, Project Coordination, Team-oriented, Benefits Negotiation, Voluntary Benefits, Wellness Programs, Group Dental, Group Disability, Value Based Design, Consumer Driven Plans, Contract Negotiation, Mentoring, Cross-functional Team..., Seminars, Employee Training, Advertising Sales, Canvassing, Microsoft Office, Networking, Health Insurance, Business Development, Program Management, Sales, Negotiation, Healthcare, Personnel Management, Cold Calling, Project Management, Disability Insurance, Management, Insurance, Strategic Planning, Benefits Administration, Account Management, Leadership, Underwriting, Customer Service, Life Insurance
Education
The George Washington University
Gloucester County College
A.S. Business Administration
Summit High, Summit NJ
American School in London
Escola Americana - Rio de Janeiro
AAA June 2015 - Present
UST Global May 2014 - June 2015
MyChelle Dermaceuticals September 2012 - January 2014
RAF Services, LLC March 2010 - October 2012
Wachovia Insurance Services April 2006 - September 2009
Skills
Customer Service, Sales, Skin Care, Microsoft Office, Marketing, Microdermabrasion, Training, Makeup Artistry, Beauty Industry, SDLC, Leadership, Acne, Social Networking, Public Speaking, Team Building, Spa, Waxing, Product Knowledge, New Business Development, Chemical Peels, Aesthetics, Quality Assurance, Microsoft Excel, Social Media Marketing, Testing, Skin, Direct Sales, Sales Operations, Eyelash Extensions, Tinting, Airbrush, Eyebrow, Body Wraps, Insurance, Risk Management, Sales Presentations, STLC, Black Box Testing, Software Quality..., Defect Tracking, Test Cases, Management, Marketing Strategy, ETL Testing, Automated Software...
Education
Wayne State University 1996 — 2002
B.S, Business Management; Information Systems Management
David Pressley School of Cosmetology 2012 — 2012
Certificate, Esthetics
Aflac Broker Channel July 2014 - Present
Verity Integrated Benefits Advisors, LLC November 2010 - July 2014
Wells Fargo Insurance Services July 2006 - November 2010
Wachovia Insurance Services July 2005 - July 2006
Palmer & Cay Consulting July 1997 - July 2006
Provident Life and Accident/Unum September 1977 - July 1996
Skills
Customer Service, Sales, Leadership, Marketing, Team Building, Voluntary Employee..., Employee Engagemet and..., Employee Self Service, Defined Contribution..., Telemedicine, Payroll Purchasing, Identity Protection, Management, Health Savings Accounts, Workers Compensation, Life Insurance, Health Insurance
Education
Presbyterian College 1975 — 1976
Bachelor of Science (BS), Biology/Biological Sciences, General
University of South Carolina-Columbia 1972 — 1974
Bachelor of Science (BS), Marine Biology and Biological Oceanography
Plexus Worldwide June 2015 - Present
Wells Fargo Insurance Services August 2013 - Present
Origami Owl ~ Crystal Warren Independent Designer September 2013 - December 2014
Wells Fargo Insurance Services November 2010 - August 2013
Wells Fargo Insurance Services June 2009 - November 2010
Peoples First Insurance May 2008 - June 2009
Wachovia Insurance Services April 2004 - May 2008
Cameron M Harris & Company January 2001 - April 2004
Skills
Sagitta, AMS360, Nexsure, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Wordsensa, Lotus Notes, Outlook Express, Accounting, Account Reconciliation, FileNet, DocStar, Payroll, General Ledger, Invoicing, Management, Accounts Payable, Insurance, Training, Accounts Receivable, Commercial Insurance, Property & Casualty..., Customer Service
Education
York Technical College 2003 — 2003
SC Property and Casualty Insurance License, SC Property and Casualty Insurance License
King's College 1999 — 2000
Computer Application Specialist Certificate, Computer Aplications
New Jersey Schools Development Authority October 2012 - Present
General Dynamics September 2008 - September 2011
T-Com Associates, LTD September 2006 - October 2007
Wachovia Insurance Services January 2002 - September 2006
Skills
Cisco Technologies, Active Directory, Foundry Management, Servers, Network Administration, Routers, VMware, Troubleshooting, Network Security, XP, Switches
Education
The Chubb Institute 2001 — 2001
Diploma, Computer\Networking Technical Support
Ocean County College 1992 — 2001
A.S, Business Administration
Mon Don
IMA May 2011 - Present
Wells Fargo Insurance Services USA, Inc. January 2009 - May 2011
Higher M Pact 2004 - 2010
Wachovia Insurance Services January 2003 - January 2009
Aon Risk Services February 1999 - January 2003
Skills
Private Equity
Education
University of Kansas 1979 — 1983
bgs, English Language and Literature, General
Kapaun Mount Carmel
Willkie Farr & Gallagher LLP May 2013 - Present
Dow Jones & Company June 2012 - August 2012
GE Transportation June 2010 - August 2010
Cotton & Company LLP June 2009 - August 2009
Wachovia Insurance Services May 2007 - August 2008
Education
New York University School of Law 2011 — 2014
Doctor of Law (J.D.), Law
University of Michigan - Stephen M. Ross School of Business 2006 — 2011
Bachelor of Business Administration (BBA)
The Bethea Insurance Group June 2013 - Present
Westcott & Associates March 2011 - March 2013
Wells Fargo Insurance Services May 2006 - April 2010
Wachovia Insurance Services May 2006 - July 2009
Snellings Walters Insurance Agency January 2001 - January 2004
MAG Mutual Insurance January 2000 - January 2001
Merritt & McKenzie, Inc January 1996 - January 2000
Skills
Accounting, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Customer Relations, Problem Solving, Strategic Planning, Customer Service, Account Management, Microsoft Office, Financial Analysis, Data Analysis, Payroll, Health Insurance, Process Improvement, Excel, Word, Microsoft Excel
Education
Georgia State University 1983 — 1985
BBA, Risk Management/Insurance
Floyd Jr. College aka Georgia Highlands College 1980 — 1981
Associate of Science, Biology
Northwestern Mutual January 2009 - Present
Capital Quest November 2005 - April 2009
Wachovia Insurance Services June 2005 - July 2006
United Healthcare July 2000 - May 2005
Skills
Financial Modeling, Financial Analysis, Employee Benefits, Finance, Disability Insurance, Risk Management, Mutual Funds, Strategic Financial..., Due Diligence
Education
Howard University 1991 — 1996
Business Administration/ Music, Economics
DeMatha Catholic HS
Lykes Insurance, Inc. October 2014 - Present
Lykes Insurance January 2012 - Present
AGIS Tampa Bay May 2010 - January 2012
Benefits Solutions Group March 2007 - May 2010
Wachovia Insurance Services September 2000 - February 2007
Ceridian Employer Services December 1995 - March 2000
A&A 1991 - 1994
Skills
Employee Benefits, Health Savings Accounts, Insurance, Disability Insurance, Health Insurance, Human Resources, Leadership, Benefits Administration, Life Insurance, Strategic Planning, Employee Engagement, Underwriting, Employee Relations, 401k, Marketing, Funding
Education
Colgate University 1976 — 1980
BA, Economics
Senn Dunn Insurance, a Marsh & McLennan Agency LLC Company November 2014 - Present
Cameron M. Harris & Company June 2012 - November 2014
Aon Risk Solutions 2009 - 2011
Wachovia Insurance Services 2006 - 2009
Skills
Commercial Insurance, Insurance, Brokers, Data Analysis, Liability, Casualty, Underwriting, Microsoft Excel, Property & Casualty..., Project Management, Legal Liability, Professional Liability, D&O, Workers Compensation, Casualty Insurance, Commercial Lines, Umbrella Insurance, Claim, General Insurance, Employment Practices..., Risk Management, Customer Service, Claims Management, Reinsurance
Education
Montreat College 2011 — 2013
Master of Business Administration (MBA)
Montreat College 2002 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
UnitedHealthcare August 2013 - Present
United Healthcare February 2011 - August 2013
Neace Lukens June 2010 - February 2011
Hylant Group January 2008 - June 2010
Wachovia Insurance Services January 2006 - December 2007
Schiff Kreidler Shell, Inc. March 2005 - December 2005
SHERRILL MORGAN 2004 - 2005
SHERRILL MORGAN 2004 - 2005
Prudential Insurance 1987 - 2002
Skills
Employee Benefits, Negotiation, Health Savings Accounts, Account Management, Insurance, Sales, Marketing, Strategic Planning, Sales Management, Customer Service, Team Building, New Business Development, Strategy, Cold Calling, Healthcare, Human Resources, Leadership, Recruiting
Education
Xavier University - Williams College of Business 1997 — 1998
Business Administration
Northern Kentucky University 1988 — 1989
Business
Johnson & Bryan January 2011 - Present
Wachovia Insurance Services February 1996 - January 2006
Skills
Managed Care, Health Insurance, Process Improvement, Employee Benefits, Brokers, Health Savings Accounts, Underwriting, Property & Casualty..., Commercial Insurance, Disability Insurance, Account Management, Sales, Benefits Administration, Life Insurance, Group Medical, Claim
Education
Florida State University - College of Business 1978 — 1982
Bachelor of Science, Marketing
WT Woodson
EWA Consultants January 2012 - Present
EWA Consultants October 2006 - Present
EWA Consultants August 2010 - November 2012
None specific November 1991 - June 2009
W.S. Pharr & Co. April 2007 - October 2008
Wachovia Insurance Services January 2001 - March 2006
Insurance Specialists, Inc 1994 - 1996
State of Georgia, DHR, Division of Rehabilitation Services September 1988 - April 1992
Presbyterian Publishing House October 1978 - September 1988
WGAU Radio and WGST Radio 1966 - 1967
Skills
Public Relations, Event Planning, Insurance, Problem Solving, Advertising, Writing, Property & Casualty..., Strategic Planning, Commercial Insurance, Program Management, Project Management, Public Speaking
Education
The University of Georgia 1965 — 1971
MA, Broadcast journalism
ADP January 2005 - Present
Wachovia Insurance Services January 2001 - January 2005
Skills
Administration, Benefits Administration, CRM, Employee Benefits, Insurance, Management, Project Planning, Training, Open Enrollment, Troubleshooting
Education
Rowan University 2005 — 2009
Bachelor of Applied Science (BASc), Human Resources Management/Personnel Administration, General
Beecher Carlson January 2008 - Present
Wachovia Insurance Services 2003 - 2008
Marsh 2001 - 2003
Skills
Insurance, Commercial Insurance, Professional Liability, Property & Casualty..., D&O, Liability, Employment Practices..., Brokers, Casualty, Underwriting, Workers Compensation, Risk Management, Leadership
Education
Southern Methodist University - Cox School of Business 2006 — 2007
University of North Texas 1999 — 2003
BBA, Organizational Behavior and Human Resource Management
TriSure Corporation December 2008 - Present
Wachovia Insurance Services 2004 - 2008
Skills
Insurance, Underwriting, Workers Compensation, Property & Casualty..., Umbrella Insurance, Commercial Insurance, Professional Liability, D&O, Legal Liability, Inland Marine, Liability
Education
North Carolina State University 1999 — 2002
Bachelor of Arts, Mediated Communications
Louisburg High School 1994 — 1998
in the Healthcare Field GL ManagerWells Fargo Insurance Services2009 - 2010
Wells Fargo Insurance Services 2008 - 2009
Wachovia Insurance Services 2005 - 2008
Palmer & Cay 2000 - 2005
St Josephs/Candler Health System 1998 - June 2000
Southeast Healthcare (acquired by St. Josephs/Candler) 1998 - 2000
Equity Residential 1990 - 1997
Education
Texas A&M University-Commerce
BBA, Finance
Standard Chartered Bank November 2014 - Present
Atrium Staffing June 2011 - July 2014
Hudson Staffing Solutions October 2008 - June 2011
Travelers September 2007 - October 2008
Century 21 Plaza Realty October 2005 - September 2007
Wachovia Insurance Services September 2004 - October 2005
AIG January 2001 - September 2004
Skills
Recruiting, Temporary Placement, Account Management, Business Development, Sales, Management, Office Support, Talent Acquisition, College Recruiting, Applicant Tracking..., Temporary Staffing, Cold Calling, Building Relationships, New Business Development, Salesforce.com, Customer Service, Human Resources, Contract Negotiation, Contract Recruitment, Permanent Staffing, Staffing Services, Employee Benefits, Hiring, Internet Recruiting, Leadership, PeopleSoft, Permanent Placement, Sourcing, Talent Management, Technical Recruiting
Education
New Jersey City University
Bachelors, Marketing
St. Dominic Academy
Wells Fargo Insurance Services January 2008 - Present
Wachovia Insurance Services 2005 - 2008
Slabaugh Morgan White (acquired by Palmer & Cay) 1996 - 2005
McFarland Consulting, Inc 1998 - 2004
Skills
Benefits Administration, COBRA, Disability Insurance, Employee Benefits, HRIS, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Workers Compensation, Strategic Planning, Leadership, Brokers, Life Insurance
Education
Radford University
Master of Science (M.S.), Mathematics
Radford University
Bachelor of Science, Cum Laude, Mathematics
Kean University 2013 - 2014
School District of Philadelphia July 2005 - December 2011
Strategic Staffing Solutions 2005 - 2011
Obama for America February 2008 - November 2008
EDS Corporation July 2006 - September 2006
CB FIYAFI August 2003 - July 2005
Wachovia Insurance Services April 2002 - August 2003
Education
New Horizons 2005 — 2006
Network and System Administration/Administrator
Anthem Institute-Jersey City 2000 — 2001
Computer Technology/Computer Systems Technology
Marist High School 1997 — 1999
Wells Fargo Insurance Services 2007 - Present
Wachovia Insurance Services April 1995 - Present
Prudential Health Care Systems 1988 - 1995
Education
Penn State University 1967 — 1971
AnnieMac Home Mortgage July 2015 - Present
Second Generation Mortgage Group LLC November 2011 - July 2015
Our Shore Real Estate LLC March 2010 - 2014
Equity Loans, LLC October 2010 - November 2011
Skyline Mortgage, LLC January 2010 - October 2010
Wachovia Mortgage Co./ Wells Fargo Home Mortgage June 2007 - December 2009
New Century Mortgage May 2006 - May 2007
Wachovia Insurance Services June 2004 - January 2006
The Moyer Group July 2002 - April 2004
Frenkel & Co., Inc. April 1998 - July 2002
Skills
Mortgage Lending, Loans, Landlord, Loan Origination, Real Estate, Negotiation, FHA, Valuation, Refinance, Investment Properties, CRM, Underwriting, Financial Services, Credit Analysis, Mortgage Banking, Banking, First Time Home Buyers, Sales
Education
University of Delaware 1988 — 1991
BS/BA, Business Administration
Morris Hills 1982 — 1986
DDB April 2014 - Present
DDB August 2012 - April 2014
DDB August 2010 - August 2012
DDB August 2007 - August 2010
Workman Publishing 2004 - 2005
Wachovia Insurance Services June 2002 - August 2002
Education
New York University 2005 — 2007
B.A, Marketing and Visual Communications
Physicians Inpatient Care Specialists September 2012 - Present
University of Maryland Medical System April 2006 - September 2012
Adecco, Inc. October 2005 - April 2006
Technical Analysis Center March 2005 - August 2005
Future Technologies, Inc. September 2004 - March 2005
Wachovia Insurance Services August 2002 - September 2004
Avarto Services August 2000 - August 2002
Medstar Health June 1998 - April 2000
Allegis Group November 1996 - June 1998
Fleetpro Inc. 1995 - 1995
Skills
Compliance, Billing, HIPAA, Healthcare, Excel, Process Improvement, Access, Microsoft Office, Budgeting, Analysis, Customer Service, Data Analysis, Customer Relations, PowerPoint, Word, Documentation, Research, Hospitals, Problem Solving, Healthcare Management, Business Analysis, Administration, Mentoring, Outlook, Change Management, Insurance, Business Strategy, Financial Analysis, Operations Management, Contract Management, Healthcare IT, Management Consulting, Visio, Process Engineering, Financial Reporting, Forecasting, Quality Assurance, Inventory Management, Team Building, Account Management, Supervisory Skills, Medicare, EMR, Microsoft Word, Microsoft Excel, Healthcare Information..., Program Management, Strategic Planning, Software Documentation, Informatics
Education
Loyola University Maryland 1996 — 2000
MBA, Management Information Systems
Salisbury University - Perdue School of Business 1992 — 1996
BS, Finance and Management
Calvert Hall College 1989 — 1992
High School, General Studies
Immaculate Heart of Mary
Lockton Companies June 2013 - Present
Wells Fargo Insurance Services January 2011 - June 2013
Wells Fargo Insurance Services January 2010 - January 2011
Wachovia Insurance Services October 2004 - January 2011
Royal & SunAlliance January 1995 - August 2004
The Flanders Group January 1992 - January 1995
Sentry Insurance February 1989 - January 1992
Sentry Insurance August 1986 - February 1989
Skills
Risk Management
Education
University at Buffalo 1982 — 1986
BS, Chemical Engineering
Effingham County Board of Commissioners April 2013 - Present
The Savannah Bancorp October 2008 - March 2013
Wachovia Insurance Services November 2003 - December 2009
Skills
Customer Service, Active Directory, IT Management, Banking, Technical Support, Information Technology, Project Management, Microsoft Office, Microsoft Word, Infrastructure, Microsoft Excel, Risk Management, Budgets, Software Documentation, Financial Analysis, System Administration, Visio, Financial Risk
Education
Southern Illinois University, Carbondale 1982 — 1986
BSEE
ECHS
Fremont Insurance Company May 2013 - Present
Liberty Mutual Insurance October 2011 - May 2013
Michigan Millers Mutual Insurance Company April 2008 - October 2011
Wachovia Insurance Services 2007 - 2008
ALCOS 2006 - 2007
County Teachers Principal Insurance Agency 2003 - 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Underwriting, Casualty, General Insurance, Commercial Lines, Umbrella Insurance, Liability, Customer Service, Sales, Sales Operations
Education
Central Michigan University 1998 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
GHHS 1995 — 1998
Ironwood Benefits Advisory Services June 2014 - Present
Dominium Benefits, LLC September 2007 - May 2014
Wachovia Insurance Services October 2006 - September 2007
Northwestern Benefit Corporation of Georgia April 2004 - October 2006
Humana, Inc. March 2001 - April 2004
Skills
Employee Benefits, Health Savings Accounts, Disability Insurance, Benefits Administration, Health Insurance, COBRA, Underwriting, Brokers, Life Insurance, Account Management, Leadership, Strategic Planning, Insurance, Team Building
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Risk Management and Insurance
Wells Fargo Insurance Services December 2007 - Present
Wachovia Insurance Services 2007 - 2007
Aurora Health Care 2001 - 2007
Home Care Medical, Inc 1994 - 2001
Skills
Registered Nurse, Business Administrat, Business Intelligence, Public Health, total population health, onsite clinic..., Data Mining, Data Analysis, Wellness, Clinical Data Management, clinical consulting, Population Health, Insurance, Clinical Consulting, Employee Wellness, Managed Care, Healthcare, Health Insurance, Healthcare Information..., Clinical Research, Employee Benefits, Healthcare Consulting, Workers Compensation, Health Care Reform, Medicare, Health Savings Accounts, HIPAA, Employee Wellness..., Health Policy, Health Promotion, Long-term Care, Health Education, Benefits Administration, Healthcare Industry, Disability Insurance, COBRA, Brokers, Corporations
Education
University of Wisconsin-Milwaukee 2009 — 2011
Masters, Public Health
Milwaukee Area Technical College 2005 — 2007
Paralegal, Law
Cardinal Stritch University 1991 — 1995
Bachelor of Science, Business Adnministration
Milwaukee Area Technical College 1975 — 1978
ADN, Nursing
Willis May 2011 - Present
Lockton Companies, LLC May 2009 - 2011
Aon Risk Services 2008 - 2009
Wachovia Insurance Services 2003 - 2008
Skills
Commercial Insurance, Property & Casualty..., Account Management, Workers Compensation, Sales, Brokers, Marketing, Insurance, Contract Negotiation, Team Leadership, Risk Management, Legal Liability, Leadership, Management, Professional Liability, Liability, General Insurance
Education
The University of Texas at Dallas 2009 — 2011
Masters, Public Affairs; Certificate in Local Gov.Mgmt; Emphasis in Non-Profit Mgmt., Honors
University of Nebraska-Lincoln 1987 — 1992
BA, Communication Studies
The Benefits Shop - A Division of Capacity Benefits and Financial Services Group, LLC 2014 - Present
Capacity Benefits and Financial Services LLC March 2007 - Present
Wachovia insurance Services January 2000 - February 2007
Tribus Financial Group July 1994 - January 2000
Horizon Blue Cross Blue Shield of New Jersey May 1989 - July 1994
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Disability Insurance, Brokers, Term Life Insurance, Long-term Care, Insurance, Underwriting, Dentistry, Property & Casualty..., Commercial Insurance, Life Insurance, Professional Liability, Medicare, Group Insurance, Legal Liability, Casualty, Workers Compensation, Casualty Insurance
Education
Montclair State University 1985 — 1989
BS, Mathematics
Wisor Legal Services, LLC. June 2012 - February 2015
Office of the Attorney General, CNMI February 2011 - June 2012
Office of the Attorney General, CNMI March 2010 - February 2011
Wachovia Insurance Services April 2007 - February 2008
Education
Vermont Law School 2001 — 2004
Rutgers University-New Brunswick 1990 — 1995
U.S. Benefit Solutions Benefit ConsultantCrawford Advisors, LLCMay 2007 - Present
Wachovia Insurance Services May 2001 - April 2007
Benefit Resources, Inc. December 1997 - May 2001
Aetna U.S. Healthcare 1993 - 1997
Education
The George Washington University - School of Business 1985 — 1988
IAP Worldwide Services, Inc June 2005 - Present
Wachovia Insurance Services August 2003 - June 2005
Budget Rent a Car August 1995 - February 2003
Skills
Risk Management, Government Contracting, Government, Contract Negotiation, Insurance, Claim, Contract Management, FAR, Leadership, Proposal Writing, Executive Management, Risk Assessment, Government Procurement, Negotiation, Operations Management, Management, Security Clearance, Policy, Human Resources, Facilities Management, Earned Value Management, Claims Management, Strategy, Project Management, Program Management, Process Improvement, Training, Security, Procurement, Military, Defense Contracting, DoD, Defense, Analysis, Logistics, Federal Government, RFP, Business Process..., Proposal Support, Team Building, Mergers & Acquisitions, Project Planning, Cross-functional Team..., Employee Benefits, Budgets, Six Sigma, Change Management, Performance Management, Vendor Management, Pricing
Education
Widener University School of Law 1989 — 1993
JD, Law
Penn State University 1975 — 1979
BS, Accounting
Wells Fargo Insurance Services July 2009 - June 2013
Wachovia Insurance Services September 2006 - June 2009
O'Gorman & Young, inc August 1998 - September 2006
Traber & Vreeland October 1997 - April 1998
William H. Connolly Co May 1994 - September 1996
Skills
Marketing, Management, Public Speaking, Underwriting, Insurance, Property & Casualty..., New Business Development, Commercial Insurance, Commercial Lines, Time Management, Brokers, Customer Service, Financial Risk
Education
Berkeley College 1991 — 1993
Associates Degree in Applied Science, Business
Montclair High School 1984 — 1987
Crystal & Company 2009 - Present
Wachovia Insurance Services 2007 - 2009
Marsh January 1997 - January 2007
Johnson & Higgins December 1981 - January 1997
Marsh & McLennan Inc December 1978 - December 1981
Skills
Insurance, Employee Benefits, Commercial Insurance, Health Insurance, Underwriting, Brokers, Reinsurance, Professional Liability, Property & Casualty..., D&O, Financial Services, Investments, Employment Practices..., Disability Insurance, Management, Risk Management, Casualty
Education
Middlebury College 1974 — 1978
BA, Economics
St. Paul's School 1970 — 1974
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services September 2006 - 2009
Severstal NA November 2005 - September 2006
Plastech February 2004 - November 2005
LDM Technologies January 1999 - February 2004
Skills
Insurance, Workers Compensation, FMLA, Employee Benefits, Employee Relations, Process Improvement, Human Resources, Benefits Administration, Underwriting, Claim, Property & Casualty..., Commercial Insurance, Casualty, Brokers, Risk Management, Casualty Insurance, Liability, Claims Management
Education
Oakland University 1994 — 1999
Arch Insurance Group August 2009 - Present
Wachovia Insurance Services May 2006 - August 2008
Education
Illinois State University 1990 — 1993
Bachelors, Finance
Wachovia Insurance Services September 1996 - Present
Wells Fargo Insurance Services USA, INc. 1996 - 2010
Education
Seton Hall University
Brandywine Heights Area School District September 2011 - Present
East Penn School District December 2010 - June 2011
Hamburg Area School District August 2009 - June 2010
EHD August 2007 - January 2009
Wachovia Insurance Services April 2006 - August 2007
Brown & Brown May 2002 - April 2006
Skills
Public Speaking, Event Planning, Teaching, PowerPoint, Microsoft Office, Building Relationships, Staff Development, Research, Fundraising, Customer Service, Non-profits, Public Relations
Education
Deleware Valley College 2008 — 2009
Business Teacher Education
Elizabethtown College 1998 — 2002
Bachelor's degree, Business Administration
Wachovia Insurance Services relationship manageraon2003 - 2006
Education
Texas A&M University 1974 — 1978
BancorpSouth Insurance May 2011 - Present
Willis Global Aviation February 2008 - May 2011
Wachovia Insurance Services August 2003 - 2008
Marsh February 1996 - August 2003
Johnson & Higgins February 1996 - July 1997
Global Aerospace October 1981 - February 1996
Skills
Underwriting, Insurance, Property & Casualty..., Aviation, Workers Compensation, Liability, Brokers, Aircraft, Airports, Aviation Insurance, Policy, Excess, Legal Liability, Commercial Aviation, Aerospace, General Insurance, Commercial Insurance, Risk Management
Education
Embry-Riddle Aeronautical University 1976 — 1980
Bachelor of Science, Aeronautical Science
McGriff, Seibels & Williams January 2008 - Present
Wachovia Insurance Services 1996 - 2008
Skills
Property & Casualty..., Professional Liability, Underwriting, Commercial Insurance, Casualty, Liability, Insurance, Workers Compensation, Brokers, Legal Liability, Employment Practices..., D&O, Risk Management, Commercial Lines, Captives
Education
Agnes Scott College 1978 — 1982
Agnes Scott College
Philosophy
Cochise College January 2013 - Present
TrueNorth Companies March 2009 - October 2011
Wachovia Insurance Services March 2006 - March 2009
Exel Inc. October 1996 - March 2006
ROLS Dedicated Transportation October 1991 - October 1996
TNT Just In Time JIT September 1985 - September 1991
Skills
Transportation, Compliance, Risk Mitigation, Process Improvement, Workers Compensation, Logistics, Risk Management, Training, Management, Risk Assessment, Policy, Occupational Health, Employee Relations, Supply Chain Management, Team Building, Supervisory Skills, Logistics Management, Change Management, Operations Management, Leadership, Transportation..., Supply Chain
Education
Olivet College 1974 — 1977
BA, Philosophy
Arthur J. Gallagher & Co. April 2013 - Present
Advanced Benefit Advisors, Inc February 2007 - April 2013
Camden County College May 2006 - February 2007
EDS 2005 - 2006
Towers Watson/EDS 2002 - 2005
Wachovia Insurance Services 1999 - 2002
Towers Watson 1997 - 2002
Skills
Strategic Planning, Benefits Consulting, Client Service, Notary Public, Defined Benefit, Defined Contribution, HRIS, Recruiting, Training, Benefits Administration, Employee Benefits, Human Resources, Life Insurance, Analysis, Health Savings Accounts, COBRA, Risk Management, Health Care Reform, Brokers, Flexible Spending..., Account Management, ERISA, Group Insurance, Employee Relations, Underwriting, Long-term Care, Critical Illness, Medicare, Employee Wellness, Benefits Design, Disability Insurance, Financial Services, Health Insurance, Insurance
Education
The American College 2013 — 2014
ChHC, Chartered Healthcare Consultant
Fairleigh Dickinson University 2002 — 2005
Masters, Public Administration
Rowan University 1992 — 1995
Bachelors, Sociology
Trion, A Marsh & McLennan Agency, LLC Company September 2003 - Present
Wachovia Insurance Services 1998 - 2003
IKON Office Solutions 1991 - 1998
Skills
Disability Insurance, Business Development, Benefits Administration, Employee Benefits, Health Insurance, Insurance, Management, Performance Management, Sales, New Business Development, Leadership, Strategy, Talent Acquisition, Strategic Planning, HRIS
Education
Loyola College in Maryland 1996 — 1998
MBA
Denison University 1984 — 1988
BS, History
Freelance English Teacher in Germany June 2010 - Present
Freelance writer September 2009 - Present
Komnata Chista 2000 - Present
Progress Energy Art Gallery July 2007 - April 2009
Swallow School of English September 2005 - December 2005
Wachovia Insurance Services April 2003 - February 2005
Computers By Design 1995 - 2000
Thomson Newspapers January 1984 - January 1995
Warner Barracks Rec Center, Germany January 1988 - January 1990
weekly Army base newspaper January 1987 - January 1990
Skills
Teaching, Writing, Art, Photography, Public Speaking, Customer Service, Photoshop, Troubleshooting, Contemporary Art, Nonprofits, Advertising, Event Planning, Illustrator, Time Management, Training, Microsoft Office, Graphic Design, Sculpture
Education
Mississippi University for Women 1978 — 1984
BA, English, biology
Seacrest Partners March 2006 - Present
Wachovia Insurance Services May 2000 - March 2006
Palmer & Cay 2000 - 2006
PricewaterhouseCoopers 1992 - 2000
Skills
Property & Casualty..., Captives, Underwriting, Insurance, Workers Compensation, Commercial Insurance, Employee Benefits, Healthcare, Professional Liability, Risk Management, Health Insurance, Brokers, Leadership, Reinsurance, Liability
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA/RMI, Risk Management
State Farm Insurance September 2010 - Present
Donald MacMeekin CPCU, ARM February 2010 - September 2010
Crump Insurance January 2008 - February 2010
Wachovia Insurance Services 2001 - 2008
Palmer & Cay 2000 - 2007
AIG 1995 - 2005
Skills
Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Health Insurance, Underwriting
Education
Curry College 1967 — 1971
BS, Economics and Political Science
Citizens Property Insurance September 2007 - March 2015
Wachovia Insurance Services 2004 - 2007
Medcom 1995 - 2001
Skills
Workers Compensation, Succession Planning, Talent Management, Workforce Planning, Insurance, Performance Management, Organizational..., Technical Recruiting, FMLA, COBRA, Payroll, Employee Benefits, Retirement Benefits, Onboarding, Human Resources, Benefits Administration
Education
University of Florida
Bachelor's Degree, Business Administration
Willis October 2008 - Present
Howard County HR Society July 2007 - December 2014
HFMA 2012 - 2012
Maryland Business Group on Health 1988 - 2012
Worldwide Employee Benefits Network 1988 - 2010
HRH July 2007 - October 2008
Wachovia Insurance Services May 2005 - July 2007
Palmer & Cay January 1999 - May 2005
KPMG 1996 - 1998
W F Corroon December 1988 - June 1996
Skills
Strategic Planning, Employee Benefits, Employee Engagement, Benefits, Group Benefits, Employee Relations, Healthcare, ERISA, Risk Management, Management, Human Resources, Health Insurance, Talent Management, Performance Management, Disability Insurance, Sales, Deferred Compensation, Insurance, HR Consulting, Executive Pay, COBRA, Budgets, Benefits Administration, CRM, Consulting, Strategy, FMLA, 401k, Organizational..., Brokers, Life Insurance, Term Life Insurance, Employee Wellness, Long-term Care, Retirement, Succession Planning, HRIS, Onboarding, Underwriting, Training, Managed Care, Leadership Development, Leadership, Health Savings Accounts
Education
Towson University
BS, Marketing/Business Management
BB&T Insurance Services Inc. May 2014 - Present
Wells Fargo Insurance Services December 2008 - April 2014
Wachovia Insurance Services 1999 - 2008
Hamilton Dorsey Alston Company January 1999 - May 2001
Skills
Property & Casualty..., Insurance, Real Estate, Professional Liability, Underwriting, Workers Compensation, Commercial Insurance, Brokers, Employment Practices..., Risk Management, Captives/Alternative..., D&O, Casualty, Legal Liability, Sales, Employee Benefits, General Insurance, Claim, Liability, Health Insurance, Financial Risk
Education
The University of Georgia 1990 — 1994
BBA, Risk Management and Insurance
Spring Valley High School 1990 1986 — 1990
Montgomery Insurance January 2012 - Present
The Hartford November 2009 - January 2012
Edwards, Church & Muse, Inc July 2008 - November 2009
Wachovia Insurance Services July 2006 - July 2008
Education
Appalachian State University 1994 — 1998
BSBA, Marketing
Seacrest Partners March 2006 - Present
Wachovia Insurance Services May 2005 - March 2006
Palmer & Cay May 1984 - May 2005
Skills
Brokers, Captives
Education
Drew University 1982 — 1986
BA, Economics
Seacrest Partners March 2006 - Present
Wachovia Insurance Services 1988 - 2006
Sedgewick 1986 - 1988
Wausau Insurance 1981 - 1986
Skills
Insurance
Education
Georgia State University 1978 — 1982
BBA, Insurance
CLINNEAM LLC April 2015 - Present
Wells Fargo Insurance Services January 2009 - October 2014
Wachovia Insurance Services 1996 - December 2008
National Association of Insurance Commissioners January 1994 - November 1996
North Carolina Department of Insurance 1989 - 1993
Durham Life Insurance 1983 - 1989
Skills
Risk Management, Insurance, Underwriting, Corporate Governance, Professional Liability, Property & Casualty..., Securities, Commercial Insurance, Analysis
Education
North Carolina State University 1978 — 1982
B.S., Economics
North Carolina State University 1978 — 1982
B.A., Business Management
Insurance Professional Designations/Training
Kelly & Associates Insurance Group August 2015 - Present
Kelly & Associates Insurance Group February 2014 - July 2015
Kelly & Associates Insurance Group October 2008 - February 2014
Kelly & Associates Insurance Group May 2009 - May 2011
Crawford Advisors, LLC April 2004 - October 2008
Wachovia Insurance Services May 2002 - April 2004
St. Paul Companies June 2001 - May 2002
Skills
Management, Training, Insurance, Employee Benefits, Leadership, Account Management, Analysis, Customer Service, Health Insurance
Education
Stevenson University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Sandler & Wald Social Media January 2015 - Present
New Agency Partners 2015 - 2015
Savoy Associates April 2013 - November 2014
Benefit Analysis Inc. August 2007 - April 2013
Wachovia Insurance Services October 1995 - July 2007
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Account Management, Benefits Administration, COBRA, Insurance, Life Insurance, Human Resources, Underwriting, 401k, Health Care Reform, CRM, Open Enrollment, Long-term Care, Brokers
Education
Ramapo College of New Jersey 1994 — 1998
BSW, Social Work
Henry P Becton Regional High school 1990 — 1994
BEJS July 2008 - Present
Wachovia Insurance Services January 2005 - May 2007
Queens Grant PTI 2002 - 2006
BEJS May 1989 - December 2004
Skills
Insurance, Life Insurance, Employee Benefits, Retirement Planning, Strategic Financial..., Training, Financial Services, Disability Insurance, Risk Management, Process Improvement, Business Analysis
Education
Olean Business Institute 1985 — 1988
Associate's Degree, Business Administration and Management, General, 3.5
Olean Business Institute 1985 — 1988
Associate's Degree, Executive Assistant/Executive Secretary, 3.5
Wells Fargo Insurance Services January 2009 - Present
Wachovia Insurance Services January 2005 - December 2008
Education
Fairleigh Dickinson University 2000 — 2003
MBA and MS, Finance and accounting
Wells Fargo Insurance Services January 2009 - Present
Wachovia Insurance Services November 2007 - June 2009
Wachovia Insurance Services September 2002 - October 2007
Cameron M. Harris & Company June 2000 - September 2002
Central Piedmont Community College 2000 - 2001
Employers Mutual December 1998 - June 2000
Cameron M. Harris & Company February 1997 - December 1998
Vaughn Insurance Agency December 1992 - January 1997
Education
Florida State University 1983 — 1985
Bachelors
Tallahassee Community College 1981 — 1983
Associate
Maine Township High School West 1978 — 1981
Diploma
Risk Toolbox, Inc. April 2014 - Present
Advent Insurance Serivces April 2008 - Present
Wachovia Insurance Services February 2002 - June 2008
State Farm April 1995 - September 2001
Skills
Health Insurance, Commercial Insurance, Mutual Funds, Employee Benefits, Legal Liability, Claim, Reinsurance, Claims Management, D, Insurance, Property, Professional Liability, Liability, Management, Workers Compensation, Financial Risk, Customer Service, Casualty Insurance, Estate Planning
Education
Marietta College 1989 — 1993
BA, Business Managment
Bayley Ellard High School 1985 — 1989
Fallon Benefits Group 2007 - Present
Wachovia Insurance Services 1998 - 2007
Multiple publishing companies 1991 - 1998
Skills
Insurance, Account Management, Leadership, Management, Sales, Graphic Design, Team Building
Education
Florida State University
Visual Arts, Major
Wells Fargo Insurance Services 2005 - Present
Wachovia Insurance services May 2005 - January 2009
Education
Hampden-Sydney College 1972 — 1976
BA, History
Wachovia Insurance Services Assistant BrokerGresham & Associates1998 - 1999
HDA November 1996 - 1998
Plemons Insurance 1992 - 1996
Education
Gordon College 1990 — 1994
Associates, Business
Willis July 2012 - Present
UHY Employee Benefits Consulting Services, Inc. March 2006 - June 2012
Wachovia Insurance Services March 2003 - March 2006
Marsh August 1997 - March 2003
AIG 1994 - 1997
Empire BCBS 1990 - 1994
Education
City University of New York-Brooklyn College
BS, Health Care Administration
Aon December 2014 - Present
Hylant March 2008 - December 2014
Wachovia Insurance Services May 2005 - January 2008
Palmer & Cay May 2003 - May 2005
Marsh March 1997 - May 2003
Johnson & Higgins June 1987 - March 1997
Skills
Professional Liability, Commercial Insurance, Insurance, Casualty, Liability, Workers Compensation, Legal Liability, Brokers, Captives, Risk Financing, Commercial Lines, Reinsurance, Financial Risk, Property & Casualty..., General Insurance, Liability Analysis, Product Liability, Excess, Insurance Brokerage, Risk Management, Umbrella Insurance
Education
Cleveland State University - Cleveland-Marshall College of Law 1991 — 1996
JD
University of Georgia - Terry College of Business 1986 — 1987
MBA, Finance & Risk Management
Bowling Green State University 1982 — 1986
BSBA, Insurance
Euclid High School 1979 — 1982
Firemans Fund Insurance Company May 2007 - Present
Wachovia Insurance Services October 2006 - May 2007
Builders Mutual Insurance Co 2005 - 2006
Education
The University of Southern Mississippi 1984 — 1986
BSBA, Business Administration
InsMed Insurance Agency Inc. 2006 - 2008
International Planning Alliance, LLC 2005 - 2006
Benisch & CO 2003 - 2005
Wachovia Insurance Services 2002 - 2003
Education
Caldwell University
Bachelor of Arts (BA), Psychology
Kaminer Financial Group Ltd January 2015 - Present
R4 Risk and Wealth Solutions September 2014 - November 2014
Corporate Synergies February 2005 - June 2013
Wachovia Insurance Services 2004 - 2005
RSI 1999 - 2003
Skills
Employee Benefits, Insurance, Health Insurance, Health Savings Accounts, Brokers, Account Management, Salesforce.com, Disability Insurance, Executive..., Benefit Point Power User, Database auditing, Microsoft Office, Customer Retention, Contribution analysis, COBRA, Life Insurance, Process Improvement, Management, Benefits Administration, Term Life Insurance, Long-term Care, Leadership, Health Care Reform, Managed Care, Medicare, Flexible Spending..., Database Auditing
Education
The American College 2008 — 2008
RHU Designation, Insurance Health Underwriting
Glassboro State College 1988 — 1990
N/A, Secondary Education & English
Southestern College
A.S. Degree, Business, 3.65 GPA
Sapient - Government Services 2007 - Present
SapientNitro 2007 - Present
Sapient August 2010 - April 2013
Wachovia Insurance Services April 2006 - July 2007
Skills
SDLC, PMP, Team Management, Program Management, Project Management, Business Analysis, Team Leadership, Requirements Analysis, Software Project..., Marketing, Strategic Planning, Team Building, Change Management, Risk Management, Project Planning, Business Strategy, Product Management, PMO, Vendor Management, Data Analysis, IT Strategy, Management Consulting, Agile Methodologies, Business Process..., Agile Project Management, Software Development, ITIL, Analytics, Integration, Management, Business Development
Education
George Mason University 2002 — 2006
BS Management, Management
George Mason University - School of Business 2002 — 2006
SOM Management, Management
Bank of America April 2011 - Present
Bank of America March 2009 - April 2011
Bank of America January 2006 - March 2009
Wachovia Insurance Services August 2003 - January 2006
Northwestern Mutual Life January 1991 - July 2003
Skills
Banking, Insurance, Relationship Management, Financial Services, Risk Management, Vendor Management, Wealth Management, Investments, Process Improvement, Portfolio Management, Product Management, Mutual Funds, Business Analysis, Strategic Planning
Education
Michigan State University
Bachelor of Science (BS), Business Administration and Management, General
Choice One Benefits Solutions / Migdon Allen Associates March 2009 - Present
Gallagher Benefit Services September 2005 - March 2009
Wachovia Insurance Services 1988 - 2005
Skills
Management, Insurance, Health Insurance, New Business Development, Employee Benefits, Disability Insurance, Account Management, Sales, Contract Negotiation, Leadership, Sales Presentations
Education
Wagner College 1979 — 1980
Business Administration
Hofstra University 1978 — 1978
Business Administration
Corporate Synergies October 2003 - Present
Wachovia Insurance Services 1995 - 2003
Dale Carnegie Training September 1987 - April 1993
Source Telecomputing 1980 - 1985
Education
The George Washington University - School of Business 1976 — 1980
Bachelor's in Business Administration, Marketing
New York University, Tisch School of the Arts 1983 — 1985
Interactive Telecommunications
Penn Mutual 2014 - Present
Wachovia Insurance Services December 2006 - February 2010
Wachovia Trust March 2004 - December 2006
Wachovia Insurance Services August 1998 - March 2004
Penn Mutual Life Insurance Co April 1988 - August 1998
Education
Shippensburg University of Pennsylvania 1984 — 1987
Psychology
Bucks County Community College 1981 — 1983
Liberal Arts
Bank of America April 2013 - Present
Bank of America April 2010 - April 2013
Wells Fargo Insurance Services November 2007 - November 2010
WACHOVIA INSURANCE SERVICES January 2006 - November 2007
Aflac April 2004 - January 2006
Skills
Executive Management, Customer Service, Insurance, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Accounting, Lotus Notes, Analysis, Finance, New Business Development, Salesforce.com, Access, Program Management
Education
North Carolina State University 1999 — 2003
Bachelor's Degree, Business Management; Information Systems/ Information Technology
Myers Park High School 1996 — 1999
Altuscio Networks July 2015 - Present
Lend Lease April 2015 - June 2015
Prime Care Technologies April 2014 - November 2014
Nathan Williams Consulting LLC December 2005 - April 2014
Wachovia Insurance Services December 2003 - December 2005
Self-Employed April 2003 - December 2003
Prime Care Technologies June 1999 - April 2003
LifeWay Christian Resources June 1998 - May 1999
Skills
Networking, Technical Support, Troubleshooting, XP, Active Directory, Laptops, Help Desk Support, Software Installation, Computer Hardware, Hardware, Windows Server, Network Administration, Windows 7, Project Management, HTML, IT Service Management, Customer Service, A+ Certified, Operating Systems, Windows Vista, HP Printers, Antivirus, LAN/WAN, Computer Repair, Lotus Notes, Vendor Management, Wireless Networking, Microsoft Technologies, Remote Desktop, Technical Documentation, Salesforce.com, Office 365, Blackberry, Microsoft Office, Windows, Web Applications, Backup Exec, RAS, Network+ Certified, Dell Desktops, Desktop Support, Workstations, Deployment, Remedy, Network + Certified, Desktop Support..., Desktop Deployment, Printers, Mac, Acting
Education
Belmont University 1996 — 1999
BBA, Information Systems Management
South Gwinnett 1991 — 1995
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services 2005 - 2008
Aon Risk Services 1997 - 2003
Aon Risk Services 1997 - 2003
Aon Risk Services 1997 - 2003
minet 1985 - 1997
Skills
Banking, Underwriting, Wealth Management, Insurance, Securities, Mergers & Acquisitions, Professional Liability, Risk Management, Mergers, Financial Services, Portfolio Management, Credit, Investments, Financial Risk, Capital Markets, Due Diligence, Equities, Asset Management, Strategic Financial..., Loans, Hedge Funds, Finance, Commercial Lending, Retirement Planning, Credit Analysis, Mutual Funds, Relationship Management, Mortgage Lending, Commercial Banking, Private Equity, Corporate Finance, Commercial Insurance, E&O, Risk Assessment
Education
Fairleigh Dickinson University 1977 — 1981
Bachelor Science, Business Administration and Management, General
English School In Netherlands 1973 — 1976
Wells Fargo Insurance Services January 2010 - Present
Wachovia Insurance Services 1997 - 2010
Skills
Underwriting, Insurance, General Insurance, Claim, Health Insurance, Commercial Insurance, Liability, Workers Compensation, Risk Management, Legal Liability, Professional Liability, Property & Casualty..., Employee Benefits, Casualty, Commercial Lines, Negotiation, Brokers
Education
Bergen Community College
Small Business Administration/Management
Brio Benefit Consulting January 2012 - Present
Intravest, Inc. January 2004 - Present
Intravest, Inc. January 2004 - January 2012
Wachovia Insurance Services January 1991 - December 2003
Horizon Blue Cross and Blue Shield of NJ Inc. January 1984 - December 1991
Skills
Health Insurance, Workers Compensation, Sales Operations, Employee Benefits, Disability Insurance, Brokers, Customer Retention, Strategy, Sales, Insurance, Underwriting, Management, Managed Care, Strategic Financial..., Life Insurance
Education
New York University 1977 — 1980
B.S., Finance
Hunnicutt Consulting, LLC August 2010 - Present
Wells Fargo Insurance Services January 2009 - July 2010
Wachovia Insurance Services March 1996 - December 2009
First Security Insurance Services, Inc. March 1984 - March 1996
Aetna Life and Casualty June 1971 - March 1984
Skills
Surety Bonds, Risk Management..., Property & Casualty..., Insurance, Risk Management, Brokers, Underwriting, Mergers & Acquisitions, Professional Liability, Workers Compensation, Commercial Insurance, Financial Risk, Strategic Planning, Management, Due Diligence
Education
Boston University Questrom School of Business 2003 — 2005
MS, Insurance Management
Georgia Institute of Technology 1967 — 1971
BS, Industrial Management
Priority Health September 2010 - Present
Aetna March 2007 - February 2010
Wachovia Insurance Services August 2003 - March 2007
Marsh, U.S. A. April 1991 - August 2003
Travelers Insurance Company January 1977 - April 1991
Skills
Employee Benefits, Health Insurance, Leadership, Benefits Administration, Finance, Management, Insurance, Integrated Marketing, Consulting, Cross-functional Team..., CRM, Disability Insurance, Strategy, Sales, Human Resources, Outsourcing
Education
Lawrence Technological University
BSBA, Marketing
Johnson & Bryan April 2007 - Present
Wachovia Insurance Services April 2001 - March 2007
Sedgwick Insurance Brokers, Atlanta, GA 1977 - 1986
Skills
P&C Brokerage, P&C Consulting, Insurance for..., Insurance for Private..., Insurance for..., Insurance for Financial..., Insurance for Healthcare, Insurance for..., Insurance for Fast food..., Insurance for Cahrter..., Insurance for..., Insurance for Apartment..., Commercial Insurance, Professional Liability, Property & Casualty..., Account Management, Brokerage, Underwriting, Financial Institutions, Legal Liability, Business Development, Commercial Lines, Excess, Employment Practices..., D&O, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 1973 — 1977
BS, Risk Management
Marist School, Atlanta, Georgia 1971 — 1973
Shattuck School
Allianz Global Corporate & Specialty November 2008 - Present
AIG Aviation, Inc. February 2007 - November 2008
Wachovia Insurance Services June 2006 - February 2007
Global Aerospace January 1998 - June 2006
Skills
Commercial Aviation, Aviation, CFI, Instrument Rating, Multi-Engine Land, Ground Instructor, Liability, Insurance
Education
Florida Institute of Technology 1989 — 1993
BS, Aviation Management / Flight Technology
Cay Insurance Services 2011 - Present
Wachovia Insurance Services August 2003 - November 2009
Education
The Citadel 1996 — 2000
B.S., Business Administration
The Citadel 1996 — 2000
Minor, Management Information Systems
Britton Gallagher October 2007 - Present
Wachovia Insurance Services 2003 - 2007
Education
University of Dayton 1999 — 2003
BS, Communications Management
Zurich North America June 2009 - Present
Fireman's Fund Insurance Company 2007 - 2009
Wachovia Insurance Services 2006 - 2007
Builders Mutual Insurance Company 2004 - 2006
The Hartford 2002 - 2004
Skills
Insurance, Auditing, Property & Casualty..., Workers Compensation, Underwriting, Commercial Insurance
Education
East Carolina University 2014 — 2016
Master's Degree, Health Informatics and Information Management
University of Southern Mississippi 1984 — 1986
BSBA, Business Administration
Mississippi College
Biology/Biological Sciences, General
The VanPalmer Group LLC January 2004 - Present
Wachovia Insurance Services March 1987 - December 2003
Education
Fairleigh Dickinson University 1981 — 1983
MBA, Marketing
Ithaca College 1969 — 1974
BS, Business
Seidel Electric September 2008 - Present
Wachovia Insurance Services September 1998 - September 2007
Education
Centenary College 2011 — 2013
Warren County Community College
Associates in Business Admin, Finance
Thomas J. Sheehan Insurance, Inc January 2008 - Present
Ironwood Insurance Services, LLC April 2008 - Present
Wachovia Insurance Services May 2005 - December 2007
Palmer & Cay October 2003 - May 2005
Chubb Insurance February 2000 - October 2003
Skills
Account Management, Business Development, Commercial Insurance, Customer Service, Event Planning, Insurance, Leadership, Legal Liability, Management, Marketing, Microsoft Office
Education
The University of Georgia 1995 — 1999
BS, Housing
Benedictine Military School 1991 — 1995
HS Diploma
Kaiser Permanente February 2012 - September 2013
The McCart Group January 2011 - February 2012
The McCart Group September 2010 - February 2012
Killer Creek Harley Davidson April 2008 - August 2010
Antlers Home Furnishings, LLC August 2004 - March 2008
Wachovia Insurance Services September 1996 - August 2004
Palmer & Cay August 1987 - May 1992
CIGNA Group Insurance March 1981 - August 1987
Skills
Employee Benefits, Risk Management, Insurance, Leadership, Account Management, Training, CRM, Management, Strategic Planning, Disability Insurance, Human Resources, Analysis, Budgets, Negotiation, Sales, Marketing
Education
University of Pennsylvania - The Wharton School 1996 — 1999
CEBS, Certified Employee Benefits Specialist
Georgia State University 1981 — 1983
N/A, Business Administration
GuidantHR, LLC January 2013 - Present
Baldwin Krystyn Sherman Partners June 2006 - October 2012
Baldwin Krystyn Sherman Partners October 2010 - August 2011
Wachovia Insurance Services March 2005 - June 2006
Wachovia Insurance Services January 2002 - March 2005
Go America 2001 - 2001
Superior Insurance 1999 - 2001
Bankers Insurance 1988 - 1998
Skills
Employee Benefits, Property & Casualty..., Insurance, Health Insurance, Commercial Insurance, Workers Compensation, Underwriting, Liability, General Insurance, Disability Insurance, Brokers
Education
University of South Florida 1990 — 1993
English / Technical Writing
St. Petersburg College 1988 — 1990
Roland Park K-8
Five Below July 2008 - June 2011
Wachovia Insurance Services November 2006 - July 2007
Hays Affinity Solutions December 2005 - September 2006
Zurich North America September 1998 - October 2003
Education
Howard University 1991 — 1993
Nursing
ECBM January 2012 - Present
Arthur J. Gallagher and Co. July 2008 - July 2011
Wachovia Insurance Services April 2006 - July 2008
Skills
Insurance, Commercial Insurance, Casualty, D&O, Property & Casualty..., Legal Liability, Workers Compensation, Risk Management, Underwriting, Liability, Professional Liability, Employee Benefits, Brokers, Commercial Lines, Umbrella Insurance, Excess, Employment Practices..., Claims Management, Casualty Insurance
Education
Franklin & Marshall College
Bachelor of Arts Candidate, Language/Education
Immaculata College
Bachelor of Arts Candidate, Language/Education
Insurance Related