Waldman Bros
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Waldman Bros Employees
Employee
Years
Job
Industry
Mark E. Cohen Mark E. Cohen's Waldman Bros Experience May 1999 - February 2003
Job Business Performance Advisor at Insperity
Industry Human Resources
Experience
Insperity April 2015 - Present
Mark Cohen State Farm Agency January 2013 - April 2015
State Farm Insurance January 2013 - April 2015
State Farm Insurance June 2012 - December 2012
State Farm Insurance September 2010 - June 2012
MEC Financial LLC November 2008 - September 2010
The Bensman Group February 2003 - November 2008
Waldman Bros. May 1999 - February 2003
Skills
Business Consulting, Employee Engagement, Workforce Optimization, Improving Employee..., Small Business, Sales, Business Development, Life Insurance, Employee Benefits, Retirement Planning, Insurance, Pensions, Long Term Care Insurance, Long-term Care, Disability Insurance, Finance, Health Insurance, Team Building, Wealth Management, Estate Planning, Financial Services, Term Life Insurance, Strategic Financial..., Fixed Annuities, Property & Casualty..., Retirement, Investments, Financial Planning, Business Performance..., Human Resources, Strategy, Marketing, Sales Management, Training, Cold Calling, Strategic Planning, Leadership, New Business Development, Management, Coaching, Workers Compensation, Fundraising
Education
The University of Texas at Austin 1994 — 1999
Liberal Arts Honors
J.J. Pearce High School 1991 — 1994
Insperity April 2015 - Present
Mark Cohen State Farm Agency January 2013 - April 2015
State Farm Insurance January 2013 - April 2015
State Farm Insurance June 2012 - December 2012
State Farm Insurance September 2010 - June 2012
MEC Financial LLC November 2008 - September 2010
The Bensman Group February 2003 - November 2008
Waldman Bros. May 1999 - February 2003
Skills
Business Consulting, Employee Engagement, Workforce Optimization, Improving Employee..., Small Business, Sales, Business Development, Life Insurance, Employee Benefits, Retirement Planning, Insurance, Pensions, Long Term Care Insurance, Long-term Care, Disability Insurance, Finance, Health Insurance, Team Building, Wealth Management, Estate Planning, Financial Services, Term Life Insurance, Strategic Financial..., Fixed Annuities, Property & Casualty..., Retirement, Investments, Financial Planning, Business Performance..., Human Resources, Strategy, Marketing, Sales Management, Training, Cold Calling, Strategic Planning, Leadership, New Business Development, Management, Coaching, Workers Compensation, Fundraising
Education
The University of Texas at Austin 1994 — 1999
Liberal Arts Honors
J.J. Pearce High School 1991 — 1994
Eric Goldberg Eric Goldberg's Waldman Bros Experience April 2011 - Present
Job Vice President, Property and Casualty at Waldman Bros
Industry Insurance
Experience
Waldman Bros April 2011 - Present
Colliers International September 2009 - April 2011
TKG Property - Real Estate Advisors August 2008 - September 2009
Marcus & Millichap May 2005 - August 2008
Skills
Marketing Strategy, Insurance, Real Estate, Social Media, Property & Casualty..., Sales, Commercial Insurance, Personal Insurance, Marketing, Underwriting, Workers Compensation, Professional Liability, Directors & Officers..., Homeowners, Contract Negotiation, Property, Brokers, Umbrella Insurance, Liability, General Insurance, Life Insurance, Health Insurance, Employee Benefits, Business Development, Brokerage, Commercial Real Estate
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts, Psychology
Waldman Bros April 2011 - Present
Colliers International September 2009 - April 2011
TKG Property - Real Estate Advisors August 2008 - September 2009
Marcus & Millichap May 2005 - August 2008
Skills
Marketing Strategy, Insurance, Real Estate, Social Media, Property & Casualty..., Sales, Commercial Insurance, Personal Insurance, Marketing, Underwriting, Workers Compensation, Professional Liability, Directors & Officers..., Homeowners, Contract Negotiation, Property, Brokers, Umbrella Insurance, Liability, General Insurance, Life Insurance, Health Insurance, Employee Benefits, Business Development, Brokerage, Commercial Real Estate
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts, Psychology
Sharon Knowles Goff, ACBC, SGS Sharon Knowles Goff, ACBC, SGS's Waldman Bros Experience December 2010 - October 2011
Job Account Manager Executive at Higginbotham
Industry Insurance
Experience
Higginbotham September 2011 - Present
Waldman Bros December 2010 - October 2011
NewBenefits September 2009 - August 2010
Humana / CompBenefits Corporation April 2004 - September 2009
IPS Advisors September 2001 - June 2003
Skills
Insurance, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Health Savings Accounts, Account Management, Sales, Benefits Administration, Claim, Life Insurance
Education
University of Denver 1994 — 1998
Associate of Arts (A.A.), Business/Commerce, General
Bear Creek High School 1989 — 1993
General Studies
Higginbotham September 2011 - Present
Waldman Bros December 2010 - October 2011
NewBenefits September 2009 - August 2010
Humana / CompBenefits Corporation April 2004 - September 2009
IPS Advisors September 2001 - June 2003
Skills
Insurance, Health Insurance, Brokers, Employee Benefits, Disability Insurance, Health Savings Accounts, Account Management, Sales, Benefits Administration, Claim, Life Insurance
Education
University of Denver 1994 — 1998
Associate of Arts (A.A.), Business/Commerce, General
Bear Creek High School 1989 — 1993
General Studies
Andy Dropkin,CFP®, CPWA®, CAP® Andy Dropkin,CFP®, CPWA®, CAP®'s Waldman Bros Experience May 2004 - June 2014
Job Private Wealth Management | Financial Planning | Investment Analysis | Alternative Investments | Fixed Income
Industry Investment Management
Experience
CD Wealth Management July 2014 - Present
Waldman Bros May 2004 - June 2014
Credit Suisse August 1999 - May 2004
Lufthansa August 1997 - July 1998
Brinker International August 1993 - August 1997
Skills
FINRA, Insurance, Securities, Investment Advisory..., Wealth, Wealth Management..., Strategic Planning, Fixed Income, Customer Service, Due Diligence, Finance, Financial Modeling, Private Equity, Investments, Management
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance, Investments
The University of Texas at Austin 1989 — 1993
BBA, Finance, Economics
Christian Brothers High School
CD Wealth Management July 2014 - Present
Waldman Bros May 2004 - June 2014
Credit Suisse August 1999 - May 2004
Lufthansa August 1997 - July 1998
Brinker International August 1993 - August 1997
Skills
FINRA, Insurance, Securities, Investment Advisory..., Wealth, Wealth Management..., Strategic Planning, Fixed Income, Customer Service, Due Diligence, Finance, Financial Modeling, Private Equity, Investments, Management
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance, Investments
The University of Texas at Austin 1989 — 1993
BBA, Finance, Economics
Christian Brothers High School
Mallory Faulkner Mallory Faulkner's Waldman Bros Experience March 2010 - June 2015
Job IT/Accounting Assistant at Waldman Bros.
Industry Insurance
Experience
Madisyn Sweets December 2010 - Present
Waldman Bros. March 2010 - June 2015
Kona Grill December 2006 - June 2008
Skills
Microsoft Excel, Outlook, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Sewing, Baking, Invoicing
Education
University of North Texas 2004 — 2006
Fashion/Apparel Design
Garland High School 2000 — 2004
High School Diploma
Madisyn Sweets December 2010 - Present
Waldman Bros. March 2010 - June 2015
Kona Grill December 2006 - June 2008
Skills
Microsoft Excel, Outlook, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Sewing, Baking, Invoicing
Education
University of North Texas 2004 — 2006
Fashion/Apparel Design
Garland High School 2000 — 2004
High School Diploma
Allyson Santos Allyson Santos's Waldman Bros Experience May 2004 - January 2005
Job Insurance Manager at Texas State Office of Risk Management
Industry Insurance
Experience
Texas State Office of Risk Management August 2015 - Present
Hotchkiss Insurance Agency October 2013 - August 2015
American Family Insurance December 2012 - September 2013
News-Leader Media Group October 2011 - September 2012
American Family Insurance March 2011 - October 2011
Lipscomb Insurance Agency February 2007 - December 2008
Waldman Bros May 2004 - January 2005
Skills
Commercial Insurance, Property & Casualty..., Casualty Insurance
Education
Texas Woman's University 2008 — 2010
Bachelor's Degree, English Language and Literature, General
Rider University 1996 — 1997
Mass Communication/Media Studies
Texas State Office of Risk Management August 2015 - Present
Hotchkiss Insurance Agency October 2013 - August 2015
American Family Insurance December 2012 - September 2013
News-Leader Media Group October 2011 - September 2012
American Family Insurance March 2011 - October 2011
Lipscomb Insurance Agency February 2007 - December 2008
Waldman Bros May 2004 - January 2005
Skills
Commercial Insurance, Property & Casualty..., Casualty Insurance
Education
Texas Woman's University 2008 — 2010
Bachelor's Degree, English Language and Literature, General
Rider University 1996 — 1997
Mass Communication/Media Studies
Gianina Sagnibene's Waldman Bros Experience April 2013 - Present
Job Executive Assistant at Waldman Bros
Industry
Experience
Waldman Bros April 2013 - Present
Children's Medical Center April 2007 - March 2013
CBRE November 2006 - April 2007
Trizec Properties February 2001 - November 2006
Corporate Communications Center, Inc May 1997 - February 2001
Trammell Crow Company June 1987 - May 1997
Skills
Microsoft Office..., Lawson System, Kronos Workforce..., ARIBA Contract System, CTI Accounting System, ACCPAC Accounting System, QuickBooks Accounting..., Dictaphone and Ten Key, Budgets, Administrative..., Property Management, Process Scheduler, Marketing, Executive Support, Social Media Marketing, Newsletters, Accounts Payable, Social Media, Event Planning, Team Building, Advertising, Real Estate, Payroll, Healthcare, Public Relations, Invoicing, Marketing Communications, Media Relations, Accounting
Education
Mountain View College
Associate's degree
Waldman Bros April 2013 - Present
Children's Medical Center April 2007 - March 2013
CBRE November 2006 - April 2007
Trizec Properties February 2001 - November 2006
Corporate Communications Center, Inc May 1997 - February 2001
Trammell Crow Company June 1987 - May 1997
Skills
Microsoft Office..., Lawson System, Kronos Workforce..., ARIBA Contract System, CTI Accounting System, ACCPAC Accounting System, QuickBooks Accounting..., Dictaphone and Ten Key, Budgets, Administrative..., Property Management, Process Scheduler, Marketing, Executive Support, Social Media Marketing, Newsletters, Accounts Payable, Social Media, Event Planning, Team Building, Advertising, Real Estate, Payroll, Healthcare, Public Relations, Invoicing, Marketing Communications, Media Relations, Accounting
Education
Mountain View College
Associate's degree
Jamie Specht Jamie Specht's Waldman Bros Experience 2004 - 2006
Job Field Investigator/Civil Process
Industry Security and Investigations
Experience
The Law Office of Alan Kramer Taggart September 2014 - Present
Sierra Investigations September 2012 - Present
Texas Department of Family and Protective Services August 2006 - May 2012
Waldman Bros 2004 - 2006
MHMR of Grayson County May 2002 - July 2002
City of Plano - 911 Dispatch Center January 2001 - May 2002
Medical Center of Plano August 1998 - January 2001
Drafting/Editorial Assistance November 1985 - August 1998
Skills
Microsoft Word, Research, Report Writing, Typing, Administrative..., Private Investigations, Surveillance, Interviews, People Skills, Locating People, Computer Proficiency, Ten Key, Transcription, Web Design, Outlook, Microsoft Excel, PowerPoint, Multi Tasking, Editing, Background Checks, Confidentiality, Critical Thinking, Interrogation Techniques, Child Welfare, Interviewing Skills
Education
University of Phoenix 2009 — 2015
Master's degree, Administration of Justice and Security
University of Phoenix 2004 — 2006
Bachelor of Applied Science (BASc), Human Services Management
Collin County Community College
Associate of Arts (AA), Real Esate
L.V. Berkner High School 1979 — 1982
General Studies
The Law Office of Alan Kramer Taggart September 2014 - Present
Sierra Investigations September 2012 - Present
Texas Department of Family and Protective Services August 2006 - May 2012
Waldman Bros 2004 - 2006
MHMR of Grayson County May 2002 - July 2002
City of Plano - 911 Dispatch Center January 2001 - May 2002
Medical Center of Plano August 1998 - January 2001
Drafting/Editorial Assistance November 1985 - August 1998
Skills
Microsoft Word, Research, Report Writing, Typing, Administrative..., Private Investigations, Surveillance, Interviews, People Skills, Locating People, Computer Proficiency, Ten Key, Transcription, Web Design, Outlook, Microsoft Excel, PowerPoint, Multi Tasking, Editing, Background Checks, Confidentiality, Critical Thinking, Interrogation Techniques, Child Welfare, Interviewing Skills
Education
University of Phoenix 2009 — 2015
Master's degree, Administration of Justice and Security
University of Phoenix 2004 — 2006
Bachelor of Applied Science (BASc), Human Services Management
Collin County Community College
Associate of Arts (AA), Real Esate
L.V. Berkner High School 1979 — 1982
General Studies
Ashlee Fairbairn's Waldman Bros Experience January 2012 - Present
Job Executive Assistant at Waldman Bros
Industry Financial Services
Experience
Waldman Bros. January 2012 - Present
Radical Ventures, LLC June 2005 - February 2012
Halo Companies, Inc January 2009 - May 2010
McKinney Boyd High School August 2006 - December 2008
Skills
Customer Service, Microsoft Word, Teamwork, PowerPoint, Administrative..., Research, Outlook, Microsoft Excel, Microsoft Office, Time Management
Education
Louisiana Tech University 1997 — 2000
a Bachelor of Arts Areas of, Computer Science, Business, Humanities
Waldman Bros. January 2012 - Present
Radical Ventures, LLC June 2005 - February 2012
Halo Companies, Inc January 2009 - May 2010
McKinney Boyd High School August 2006 - December 2008
Skills
Customer Service, Microsoft Word, Teamwork, PowerPoint, Administrative..., Research, Outlook, Microsoft Excel, Microsoft Office, Time Management
Education
Louisiana Tech University 1997 — 2000
a Bachelor of Arts Areas of, Computer Science, Business, Humanities
Michael A. Waldman, CEBS Michael A. Waldman, CEBS's Waldman Bros Experience July 2003 - Present
Job
Industry Insurance
Experience
Waldman Bros July 2003 - Present
Deloitte & Touche 2002 - 2003
AXA Financial 2001 - 2001
Skills
Employee Benefits Design, Health Insurance, Insurance, Disability Insurance, Dental Insurance, Discount Benefits, Voluntary Employee..., Employee Benefits, Wellness, 401k, Retirement Plan..., Vision Insurance, Medicare, HRIS, Payroll, Payroll Services, Management Consulting, Workers Compensation, Team Building, Brokers, Cold Calling, Health Savings Accounts, Retirement Planning, Long-term Care, Deferred Compensation, Healthcare, Health Care Reform, Executive Pay, Life Insurance, Property & Casualty..., Defined Benefit, Onboarding, Underwriting, Strategic Planning, Consulting, Sales, Marketing, Public Speaking, New Business Development, Leadership, Due Diligence, Customer Service
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS Economics
Waldman Bros July 2003 - Present
Deloitte & Touche 2002 - 2003
AXA Financial 2001 - 2001
Skills
Employee Benefits Design, Health Insurance, Insurance, Disability Insurance, Dental Insurance, Discount Benefits, Voluntary Employee..., Employee Benefits, Wellness, 401k, Retirement Plan..., Vision Insurance, Medicare, HRIS, Payroll, Payroll Services, Management Consulting, Workers Compensation, Team Building, Brokers, Cold Calling, Health Savings Accounts, Retirement Planning, Long-term Care, Deferred Compensation, Healthcare, Health Care Reform, Executive Pay, Life Insurance, Property & Casualty..., Defined Benefit, Onboarding, Underwriting, Strategic Planning, Consulting, Sales, Marketing, Public Speaking, New Business Development, Leadership, Due Diligence, Customer Service
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS Economics
Amy Pederson, ACSR's Waldman Bros Experience July 2011 - Present
Job Assistant Account Manager at Waldman Bros.
Industry Insurance
Experience
Waldman Bros. July 2011 - Present
Heartland Marketing Group March 2007 - July 2011
Voyager Insurance June 2004 - July 2007
Skills
General Insurance, Personal Insurance, Insurance, Property & Casualty..., Casualty, Underwriting, Legal Liability, Commercial Insurance, Account Management, Health Insurance, Brokers, Professional Liability, Disability Insurance, Workers Compensation, Umbrella Insurance, Liability, D&O, Customer Service, Homeowners, Excess
Education
Collin County Community College 2001 — 2003
Associate of Arts and Sciences (A.A.S.)
Waldman Bros. July 2011 - Present
Heartland Marketing Group March 2007 - July 2011
Voyager Insurance June 2004 - July 2007
Skills
General Insurance, Personal Insurance, Insurance, Property & Casualty..., Casualty, Underwriting, Legal Liability, Commercial Insurance, Account Management, Health Insurance, Brokers, Professional Liability, Disability Insurance, Workers Compensation, Umbrella Insurance, Liability, D&O, Customer Service, Homeowners, Excess
Education
Collin County Community College 2001 — 2003
Associate of Arts and Sciences (A.A.S.)
Tina Sparks, CIC Tina Sparks, CIC's Waldman Bros Experience August 2009 - Present
Job Account Executive at Waldman Bros.
Industry Insurance
Experience
Waldman Bros. August 2009 - Present
LegacyTexas Insurance Services, Inc. July 2003 - July 2009
Baldwin Insurance & Bonding February 2001 - July 2003
Skills
Healthcare, Real Estate, Commercial Insurance, Professional Liability, Property & Casualty..., Employment Practices..., Executive Liability, Insurance, Liability, Workers Compensation, General Insurance, Directors & Officers..., Legal Liability, Brokers, Casualty, Underwriting, D&O, Commercial Lines, Inland Marine, Health Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Term Life Insurance, Excess, Liability Analysis, Surety Bonds, Insurance Brokerage, Homeowners, Captives, Claims Management, Casualty Insurance
Education
National Alliance/Society of CIC 2004 — 2006
CIC, Insurance
Dearborn Leonard 2001 — 2001
Solicitor's License, Insurance
Dallas County Community College
Business
Waldman Bros. August 2009 - Present
LegacyTexas Insurance Services, Inc. July 2003 - July 2009
Baldwin Insurance & Bonding February 2001 - July 2003
Skills
Healthcare, Real Estate, Commercial Insurance, Professional Liability, Property & Casualty..., Employment Practices..., Executive Liability, Insurance, Liability, Workers Compensation, General Insurance, Directors & Officers..., Legal Liability, Brokers, Casualty, Underwriting, D&O, Commercial Lines, Inland Marine, Health Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Term Life Insurance, Excess, Liability Analysis, Surety Bonds, Insurance Brokerage, Homeowners, Captives, Claims Management, Casualty Insurance
Education
National Alliance/Society of CIC 2004 — 2006
CIC, Insurance
Dearborn Leonard 2001 — 2001
Solicitor's License, Insurance
Dallas County Community College
Business
Karly Short's Waldman Bros Experience September 2011 - April 2012
Job Content Writer at Century Interactive
Industry Marketing and Advertising
Experience
Century Interactive June 2015 - Present
Creative Circle April 2015 - Present
Fidelity Investments September 2014 - May 2015
Asymmetrical Press June 2014 - September 2014
The Overlook Press June 2014 - June 2014
Travel By Sandy January 2014 - April 2014
Random House Children's Publishers June 2013 - June 2013
Wiley-Blackwell October 2012 - December 2012
Waldman Bros. September 2011 - April 2012
Teachers Tools January 2008 - January 2009
Skills
Proofreading, Editorial, Publishing, Social Media, Copy Editing, Online Publishing, Journalism, Marketing, Project Management, Books, Copywriting, InDesign, News Writing, Publicity, Content Development, Rights Management, Storytelling, New Media, Non-fiction, Social Networking, SEO, SEM
Education
Oxford Brookes University 2012 — 2013
Master's Degree, Publishing
University of North Texas 2006 — 2010
Bachelor's Degree, Journalism (News Writing, Editorial)
University of Leeds 2010 — 2010
Communication and Media Studies
Century Interactive June 2015 - Present
Creative Circle April 2015 - Present
Fidelity Investments September 2014 - May 2015
Asymmetrical Press June 2014 - September 2014
The Overlook Press June 2014 - June 2014
Travel By Sandy January 2014 - April 2014
Random House Children's Publishers June 2013 - June 2013
Wiley-Blackwell October 2012 - December 2012
Waldman Bros. September 2011 - April 2012
Teachers Tools January 2008 - January 2009
Skills
Proofreading, Editorial, Publishing, Social Media, Copy Editing, Online Publishing, Journalism, Marketing, Project Management, Books, Copywriting, InDesign, News Writing, Publicity, Content Development, Rights Management, Storytelling, New Media, Non-fiction, Social Networking, SEO, SEM
Education
Oxford Brookes University 2012 — 2013
Master's Degree, Publishing
University of North Texas 2006 — 2010
Bachelor's Degree, Journalism (News Writing, Editorial)
University of Leeds 2010 — 2010
Communication and Media Studies
Jason Levick Jason Levick's Waldman Bros Experience July 2013 - August 2013
Job Property & Casualty Underwriting
Industry Insurance
Experience
Landmark Management Group, LLC August 2014 - September 2014
Actuarial Services Group, Inc. May 2014 - July 2014
Waldman Bros July 2013 - August 2013
B and B Furniture Consignment May 2012 - August 2012
Perot Museum of Nature and Science June 2011 - August 2011
Skills
Microsoft Excel, MATLAB
Education
Emory University 2010 — 2014
Bachelor's Degree, Mathematics, 3.4
Landmark Management Group, LLC August 2014 - September 2014
Actuarial Services Group, Inc. May 2014 - July 2014
Waldman Bros July 2013 - August 2013
B and B Furniture Consignment May 2012 - August 2012
Perot Museum of Nature and Science June 2011 - August 2011
Skills
Microsoft Excel, MATLAB
Education
Emory University 2010 — 2014
Bachelor's Degree, Mathematics, 3.4
Landon Tujague's Waldman Bros Experience June 2013 - July 2013
Job Sales Professional
Industry Financial Services
Experience
CD Wealth Management July 2014 - Present
Waldman Bros June 2013 - July 2013
Vector Marketing May 2012 - August 2012
Vector Marketing June 2011 - August 2011
Vector Marketing June 2010 - August 2010
Skills
Sales Management, Microsoft Excel, Windows, Budgets, Direct Sales, Appraisals, Leadership, Marketing Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Sales, Event Planning
Education
University of Arkansas 2009 — 2014
Bachelor of Science in Business Administration, Major: Finance and Marketing, Minor: Geology
CD Wealth Management July 2014 - Present
Waldman Bros June 2013 - July 2013
Vector Marketing May 2012 - August 2012
Vector Marketing June 2011 - August 2011
Vector Marketing June 2010 - August 2010
Skills
Sales Management, Microsoft Excel, Windows, Budgets, Direct Sales, Appraisals, Leadership, Marketing Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Sales, Event Planning
Education
University of Arkansas 2009 — 2014
Bachelor of Science in Business Administration, Major: Finance and Marketing, Minor: Geology
Maria Hernandez-Cuevas Maria Hernandez-Cuevas's Waldman Bros Experience September 2009 - June 2014
Job Account Executive at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management July 2014 - Present
Waldman Bros. September 2009 - June 2014
HRH September 2006 - May 2009
PacifiCare, a United Healthcare Company April 2004 - September 2006
Mercer Human Resource Consulting October 2001 - April 2004
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Self-funded, Brokers, HRA, Benefits Administration, Dentistry, Disability Insurance, Customer Service, Account Management, Healthcare, Microsoft Excel, Microsoft Office, Medicare, Strategic Planning, Term Life Insurance, Life Insurance, Employee Benefits Design, COBRA, Health Care Reform, Flexible Spending..., Long-term Care
Education
LeTourneau University 2008 — 2014
Bachelor of Business Administration (B.B.A.)
LeTourneau University 2008 — 2013
Bachelors, Business Administration, 3.6
Wortham Insurance & Risk Management July 2014 - Present
Waldman Bros. September 2009 - June 2014
HRH September 2006 - May 2009
PacifiCare, a United Healthcare Company April 2004 - September 2006
Mercer Human Resource Consulting October 2001 - April 2004
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Self-funded, Brokers, HRA, Benefits Administration, Dentistry, Disability Insurance, Customer Service, Account Management, Healthcare, Microsoft Excel, Microsoft Office, Medicare, Strategic Planning, Term Life Insurance, Life Insurance, Employee Benefits Design, COBRA, Health Care Reform, Flexible Spending..., Long-term Care
Education
LeTourneau University 2008 — 2014
Bachelor of Business Administration (B.B.A.)
LeTourneau University 2008 — 2013
Bachelors, Business Administration, 3.6
Stephen Waldman Stephen Waldman's Waldman Bros Experience June 1973 - Present
Job Insurance Advisor, CEO at Waldman Bros
Industry Insurance
Experience
Waldman Bros June 1973 - Present
Skills
Customer Service, Strategic Planning, General Insurance, Insurance, Brokers, Property & Casualty..., New Business Development, Leadership, Team Building, Health Insurance, Marketing, Professional Liability, Sales, Casualty Insurance, Management
Education
The University of Texas at Austin 1969 — 1973
Bachelor of Business Administration (B.B.A.), Insurance and Risk Management
Waldman Bros June 1973 - Present
Skills
Customer Service, Strategic Planning, General Insurance, Insurance, Brokers, Property & Casualty..., New Business Development, Leadership, Team Building, Health Insurance, Marketing, Professional Liability, Sales, Casualty Insurance, Management
Education
The University of Texas at Austin 1969 — 1973
Bachelor of Business Administration (B.B.A.), Insurance and Risk Management
Alison Glasgow Alison Glasgow's Waldman Bros Experience September 2014 - Present
Job Manager, Financial Services at Waldman Bros
Industry Insurance
Experience
Waldman Bros September 2014 - Present
Waldman Bros August 2007 - August 2014
FirstCare Health Plans / Southwest Life & Health Ins. Co. June 1996 - November 2006
North American Risk, Ltd. May 2005 - May 2006
Skills
Work with high net..., Underwriting, Financial Reporting, Sales Presentations, Customer Support, Product Marketing, Medical Records, Sales Commissions, Reinsurance, Life Insurance, Term Life Insurance, Universal Life, Annuity Sales, Disability Insurance, Deferred Compensation, Variable Life, life settlement, Long Term Care Insurance, COLI, BOLI, Illustration, Claims Handling, Profit Loss Reports, Auditing, Collections, Accounts Receivable
Education
Texas State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Ursuline
Ursuline
Waldman Bros September 2014 - Present
Waldman Bros August 2007 - August 2014
FirstCare Health Plans / Southwest Life & Health Ins. Co. June 1996 - November 2006
North American Risk, Ltd. May 2005 - May 2006
Skills
Work with high net..., Underwriting, Financial Reporting, Sales Presentations, Customer Support, Product Marketing, Medical Records, Sales Commissions, Reinsurance, Life Insurance, Term Life Insurance, Universal Life, Annuity Sales, Disability Insurance, Deferred Compensation, Variable Life, life settlement, Long Term Care Insurance, COLI, BOLI, Illustration, Claims Handling, Profit Loss Reports, Auditing, Collections, Accounts Receivable
Education
Texas State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Ursuline
Ursuline
Keith Gorman Keith Gorman's Waldman Bros Experience November 2002 - December 2004
Job Associate Minister at Prestonwood Baptist Church
Industry Religious Institutions
Experience
Prestonwood Baptist Church February 2014 - Present
Calvary Baptist Church April 2010 - September 2013
City of Garland Housing Agency January 2005 - February 2010
Waldman Bros November 2002 - December 2004
Skills
Leadership Development, Educational Leadership, Creative Problem Solving, Internal Audit, Outstanding..., Highly Organized &..., Forward Thinking, Team-oriented
Education
Dallas Theological Seminary 2007 — 2009
Master of Arts (M.A.), Christian Education
University of North Texas 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Prestonwood Baptist Church February 2014 - Present
Calvary Baptist Church April 2010 - September 2013
City of Garland Housing Agency January 2005 - February 2010
Waldman Bros November 2002 - December 2004
Skills
Leadership Development, Educational Leadership, Creative Problem Solving, Internal Audit, Outstanding..., Highly Organized &..., Forward Thinking, Team-oriented
Education
Dallas Theological Seminary 2007 — 2009
Master of Arts (M.A.), Christian Education
University of North Texas 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Cheryl Brunke's Waldman Bros Experience April 2010 - Present
Job at Waldman Bros.
Industry Insurance
Experience
Waldman Bros. April 2010 - Present
Moll Industries, Inc. August 2003 - November 2009
ARS Engineers, Inc. May 2002 - August 2003
TM Reining Horses May 2001 - May 2002
Skills
Sales, Employee Benefits, Microsoft Excel, Account Management, Customer Service, Heavy Calendaring, Training, Management, Sales Operations, Strategic Planning, Direct Sales, Outlook, Team Building, Insurance, Project Management, Microsoft Office, Leadership, Marketing, Operations Management
Education
The University of Findlay 1997 — 2001
Bachelor of Science
Waldman Bros. April 2010 - Present
Moll Industries, Inc. August 2003 - November 2009
ARS Engineers, Inc. May 2002 - August 2003
TM Reining Horses May 2001 - May 2002
Skills
Sales, Employee Benefits, Microsoft Excel, Account Management, Customer Service, Heavy Calendaring, Training, Management, Sales Operations, Strategic Planning, Direct Sales, Outlook, Team Building, Insurance, Project Management, Microsoft Office, Leadership, Marketing, Operations Management
Education
The University of Findlay 1997 — 2001
Bachelor of Science
Cory Sadler-Simoes's Waldman Bros Experience September 2008 - February 2011
Job Consultant / Producer at DSG Benefits Group, LLC
Industry Insurance
Experience
College Admissions Assistance 2012 - Present
DSG Benefits Group, LLC February 2011 - Present
Waldman Bros. September 2008 - February 2011
Venyon January 2007 - June 2008
Willis 2003 - 2006
Safety Kleen 2002 - 2003
Worldcom 1998 - 2002
Skills
Health Insurance, Workers Compensation, Employee Benefits, Benefits Administration, Underwriting, Insurance, Human Resources, Disability Insurance, COBRA, Life Insurance, Account Management, Brokers, 401k, Claim, Term Life Insurance, Applicant Tracking..., Long-term Care, Risk Management, Accident
Education
University of Phoenix 2002 — 2004
BS - Business, Marketing
Orange Coast College 1993 — 1994
Associate of Arts (AA), English Language and Literature, General
College Admissions Assistance 2012 - Present
DSG Benefits Group, LLC February 2011 - Present
Waldman Bros. September 2008 - February 2011
Venyon January 2007 - June 2008
Willis 2003 - 2006
Safety Kleen 2002 - 2003
Worldcom 1998 - 2002
Skills
Health Insurance, Workers Compensation, Employee Benefits, Benefits Administration, Underwriting, Insurance, Human Resources, Disability Insurance, COBRA, Life Insurance, Account Management, Brokers, 401k, Claim, Term Life Insurance, Applicant Tracking..., Long-term Care, Risk Management, Accident
Education
University of Phoenix 2002 — 2004
BS - Business, Marketing
Orange Coast College 1993 — 1994
Associate of Arts (AA), English Language and Literature, General
Lori Casper Lori Casper's Waldman Bros Experience 2008 - 2014
Job Associate Investment Analyst | Executive Assistant at CD Wealth Management
Industry Investment Management
Experience
CD Wealth Management 2014 - Present
Waldman Bros 2008 - 2014
Howell Financial Group 2007 - 2008
The Schiller Law Firm 2000 - 2007
Canyon Creek Baptist Church 1997 - 2000
Canyon Creek Baptist Church 1995 - 1997
Collin County Fire Marshall 1993 - 1995
Education
Collin County Community College
Business and Paralegal Studies
Princeton High School
CD Wealth Management 2014 - Present
Waldman Bros 2008 - 2014
Howell Financial Group 2007 - 2008
The Schiller Law Firm 2000 - 2007
Canyon Creek Baptist Church 1997 - 2000
Canyon Creek Baptist Church 1995 - 1997
Collin County Fire Marshall 1993 - 1995
Education
Collin County Community College
Business and Paralegal Studies
Princeton High School
Susan Cox's Waldman Bros Experience February 1988 - September 1997
Job Head of Risk ManagementNorth America
Industry Telecommunications
Experience
Ericsson Inc. March 1998 - Present
Waldman Bros. February 1988 - September 1997
Skills
Vendor Management, Telecommunications, Risk Assessment, Financial Risk, Risk Management, Managed Services, Management, Analysis, Wireless, Leadership, Outsourcing, Contract Negotiation, GSM, Change Management, Cross-functional Team..., Insurance, 3G, Mobile Devices, Program Management, Team Building, Project Planning, LTE, Contract Management, Business Development, PMP, Team Leadership, Process Improvement, Project Management, Property & Casualty..., Business Analysis, Security, Sarbanes-Oxley Act, Strategy, Integration, Executive Management, Business Strategy, Business Process..., Operations Management, Policy, Financial Analysis, 4G, Mergers & Acquisitions, Risk Analysis, Enterprise Risk..., Cellular Communications, RAN, Governance, Strategic Consulting, Rollout, Contract Law
Education
Texas Woman's University
B.S, History and French
Ericsson Inc. March 1998 - Present
Waldman Bros. February 1988 - September 1997
Skills
Vendor Management, Telecommunications, Risk Assessment, Financial Risk, Risk Management, Managed Services, Management, Analysis, Wireless, Leadership, Outsourcing, Contract Negotiation, GSM, Change Management, Cross-functional Team..., Insurance, 3G, Mobile Devices, Program Management, Team Building, Project Planning, LTE, Contract Management, Business Development, PMP, Team Leadership, Process Improvement, Project Management, Property & Casualty..., Business Analysis, Security, Sarbanes-Oxley Act, Strategy, Integration, Executive Management, Business Strategy, Business Process..., Operations Management, Policy, Financial Analysis, 4G, Mergers & Acquisitions, Risk Analysis, Enterprise Risk..., Cellular Communications, RAN, Governance, Strategic Consulting, Rollout, Contract Law
Education
Texas Woman's University
B.S, History and French
Bobby Goodman's Waldman Bros Experience March 2011 - Present
Job Owner of Goodies from Goodman
Industry Retail
Experience
Waldman Bros. March 2011 - Present
Goodies from Goodman June 1978 - Present
Skills
Employee Benefits, Account Management, Fundraising, Sales Management, Entrepreneurship, Insurance, Wealth Management, Marketing, Sales, Customer Service, Product Development, New Business Development, Microsoft Word, Team Building, Contract Negotiation, Strategic Planning, Financial Services, Management, Real Estate, Mergers & Acquisitions, Strategy, Leadership, Small Business
Education
The University of Texas at Austin 1974 — 1978
St. Marks School of Texas 1971 — 1974
Waldman Bros. March 2011 - Present
Goodies from Goodman June 1978 - Present
Skills
Employee Benefits, Account Management, Fundraising, Sales Management, Entrepreneurship, Insurance, Wealth Management, Marketing, Sales, Customer Service, Product Development, New Business Development, Microsoft Word, Team Building, Contract Negotiation, Strategic Planning, Financial Services, Management, Real Estate, Mergers & Acquisitions, Strategy, Leadership, Small Business
Education
The University of Texas at Austin 1974 — 1978
St. Marks School of Texas 1971 — 1974
Brittany Todd's Waldman Bros Experience June 2009 - April 2011
Job Owner of Rise Cupcakes.
Industry Food & Beverages
Experience
Rise Cupcakes April 2011 - Present
Waldman Bros. June 2009 - April 2011
UBS Investment Bank August 2008 - May 2009
Martin Fletcher October 2007 - August 2008
Skills
Microsoft Excel, Marketing, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Sales, Team Building, Customer Service, PowerPoint, Strategic Planning, Account Management
Education
Austin College 2003 — 2007
International Relations, Political Science
Université Stendhal (Grenoble III)
French
Rise Cupcakes April 2011 - Present
Waldman Bros. June 2009 - April 2011
UBS Investment Bank August 2008 - May 2009
Martin Fletcher October 2007 - August 2008
Skills
Microsoft Excel, Marketing, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Sales, Team Building, Customer Service, PowerPoint, Strategic Planning, Account Management
Education
Austin College 2003 — 2007
International Relations, Political Science
Université Stendhal (Grenoble III)
French
Donelle Walker's Waldman Bros Experience 1986 - 1998
Job Paralegal at Consolidated Investment Group
Industry Legal Services
Experience
Consolidated Investment Group April 2015 - Present
Robert Half Legal (Temporary) October 2014 - January 2015
Special Counsel (Temporary) July 2013 - April 2014
Great-West Financial August 2005 - October 2012
First Judicial District, State of Colorado January 2005 - April 2005
Highlands Ranch Metro Districts August 1999 - December 2004
Waldman Bros. 1986 - 1998
Skills
Close Attention to..., Legal Documents, Long-term Customer..., Document Review, Insurance Negotiations, Contract Management, Organization, Corporate Governance, Legal Research, Vendor Contracts, Contracts Administrators, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Legal Contract Review, Contractual Agreements, Great Organizer
Education
Arapahoe Community College
Texas Tech University
Consolidated Investment Group April 2015 - Present
Robert Half Legal (Temporary) October 2014 - January 2015
Special Counsel (Temporary) July 2013 - April 2014
Great-West Financial August 2005 - October 2012
First Judicial District, State of Colorado January 2005 - April 2005
Highlands Ranch Metro Districts August 1999 - December 2004
Waldman Bros. 1986 - 1998
Skills
Close Attention to..., Legal Documents, Long-term Customer..., Document Review, Insurance Negotiations, Contract Management, Organization, Corporate Governance, Legal Research, Vendor Contracts, Contracts Administrators, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Legal Contract Review, Contractual Agreements, Great Organizer
Education
Arapahoe Community College
Texas Tech University
Kim Overs's Waldman Bros Experience February 1998 - May 2007
Job Accounting/Administrative Specialist
Industry Sporting Goods
Experience
Truglo April 2014 - Present
Dallas Holocaust Museum Center for Education and Tolerance August 2013 - April 2014
Invenu, LLC May 2007 - July 2013
Waldman Bros. February 1998 - May 2007
Skills
Marketing Strategy, Microsoft Office, QuickBooks, QuickBase, Notary Public, Accounts Receivable, Office Administration, Accounts Payable, Spreadsheets, 10 Key, Administrative..., Bookkeeping, Microsoft Word, Bank Reconciliation, Invoice Processing, Administrative Work, Telephone Skills, Fax, Data Entry, Confidentiality, Filing, Invoicing, Expenses, Office Equipment, Office Management, Quicken, Calendars, Purchase Orders, Account Reconciliation, Outlook, Travel Arrangements, Deposits, Cash Receipts, Administration, Business Correspondence, General Ledger, Executive Support, Order Fulfillment
Education
Dallas Baptist University 1999 — 2007
Bachelor of Business Studies, Management
Truglo April 2014 - Present
Dallas Holocaust Museum Center for Education and Tolerance August 2013 - April 2014
Invenu, LLC May 2007 - July 2013
Waldman Bros. February 1998 - May 2007
Skills
Marketing Strategy, Microsoft Office, QuickBooks, QuickBase, Notary Public, Accounts Receivable, Office Administration, Accounts Payable, Spreadsheets, 10 Key, Administrative..., Bookkeeping, Microsoft Word, Bank Reconciliation, Invoice Processing, Administrative Work, Telephone Skills, Fax, Data Entry, Confidentiality, Filing, Invoicing, Expenses, Office Equipment, Office Management, Quicken, Calendars, Purchase Orders, Account Reconciliation, Outlook, Travel Arrangements, Deposits, Cash Receipts, Administration, Business Correspondence, General Ledger, Executive Support, Order Fulfillment
Education
Dallas Baptist University 1999 — 2007
Bachelor of Business Studies, Management
Janie Crosmer's Waldman Bros Experience November 1999 - February 2001
Job Strategic Account Executive at OptumHealth
Industry Health, Wellness and Fitness
Experience
OptumHealth July 2006 - Present
UnitedHealth Group February 2001 - July 2006
Waldman Bros. November 1999 - February 2001
UnitedHealth Group October 1997 - November 1999
Skills
Health Insurance, Account Management, Healthcare, Medicare, Managed Care, HIPAA, Disease Management, Health Savings Accounts, Health Policy, Pharmacy Benefit..., Wellness, HMO, PPO, Healthcare Industry, Employee Benefits, Process Improvement, Management
Education
Texas Woman's University 2002 — 2009
Doctor of Philosophy (PhD), Health Studies
Texas Woman's University 2002 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Texas Woman's University 1996 — 2000
Master of Science (M.S.), Health Studies
Iowa State University 1988 — 1993
Bachelor of Science (B.S.), Community Health Education
West High School
OptumHealth July 2006 - Present
UnitedHealth Group February 2001 - July 2006
Waldman Bros. November 1999 - February 2001
UnitedHealth Group October 1997 - November 1999
Skills
Health Insurance, Account Management, Healthcare, Medicare, Managed Care, HIPAA, Disease Management, Health Savings Accounts, Health Policy, Pharmacy Benefit..., Wellness, HMO, PPO, Healthcare Industry, Employee Benefits, Process Improvement, Management
Education
Texas Woman's University 2002 — 2009
Doctor of Philosophy (PhD), Health Studies
Texas Woman's University 2002 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Texas Woman's University 1996 — 2000
Master of Science (M.S.), Health Studies
Iowa State University 1988 — 1993
Bachelor of Science (B.S.), Community Health Education
West High School
Rita Rolf, CRPS®'s Waldman Bros Experience June 2010 - Present
Job Vice President/Account Executive at Waldman Bros.
Industry Insurance
Experience
Waldman Bros. June 2010 - Present
Unum January 1997 - March 2010
Unum July 1994 - January 1997
GRANT NELSON GROUP April 1992 - July 1994
Skills
Project Planning, Employee Benefits, Insurance, Disability Insurance, Brokers, Account Management, Health Insurance, New Business Development, Public Speaking
Education
College for Financial Planning
Chartered Retirement Plan Specialist
The University of Texas at Dallas
B.S, Business Administration
Waldman Bros. June 2010 - Present
Unum January 1997 - March 2010
Unum July 1994 - January 1997
GRANT NELSON GROUP April 1992 - July 1994
Skills
Project Planning, Employee Benefits, Insurance, Disability Insurance, Brokers, Account Management, Health Insurance, New Business Development, Public Speaking
Education
College for Financial Planning
Chartered Retirement Plan Specialist
The University of Texas at Dallas
B.S, Business Administration
Brittany Emmerson's Waldman Bros Experience November 2012 - Present
Job Accounting assistant
Industry Accounting
Experience
Waldman Bros November 2012 - Present
ICBS December 2010 - November 2012
Starbucks Coffee Company July 2009 - March 2011
Skills
Inventory Management, Store Management, Coffee, Store Operations, Espresso, Customer Service, Cashiering, Merchandising, Visual Merchandising, Inventory Control, Retail, Multi-unit, Retail Sales, Employee Training, POS, Microsoft Excel, Budgets, Income Statement, Accounts Payable, Accounting, Licensing
Education
Collin County Community College 2007 — 2009
Waldman Bros November 2012 - Present
ICBS December 2010 - November 2012
Starbucks Coffee Company July 2009 - March 2011
Skills
Inventory Management, Store Management, Coffee, Store Operations, Espresso, Customer Service, Cashiering, Merchandising, Visual Merchandising, Inventory Control, Retail, Multi-unit, Retail Sales, Employee Training, POS, Microsoft Excel, Budgets, Income Statement, Accounts Payable, Accounting, Licensing
Education
Collin County Community College 2007 — 2009
Marzena Scorgie's Waldman Bros Experience January 2007 - Present
Job Acct. Manager at Waldman Bros.
Industry Insurance
Experience
Waldman Bros. January 2007 - Present
The Hartford June 2004 - January 2007
UnitedHealthcare August 2000 - 2004
Education
Collin County Community College 2002 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Waldman Bros. January 2007 - Present
The Hartford June 2004 - January 2007
UnitedHealthcare August 2000 - 2004
Education
Collin County Community College 2002 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies