Wallace Welch & Willingham
Industry: Insurance company
DescriptionFounded: 1925 Subsidiaries: Sondregger Insurance Agency, Inc., Al Malins Insurance, Inc.
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Wallace Welch & Willingham Employees
Employee
Years
Job
Industry
Kim Ellis Cruze Kim Ellis Cruze's Wallace Welch & Willingham Experience April 1999 - April 2003
Job Operations & Marketing Manager at Madison Marquette
Industry Real Estate
Experience
Madison Marquette August 2012 - Present
Ocean Walk Shoppes January 2011 - August 2012
RP Realty Partners, LLC July 2008 - January 2011
Kuhn Development March 2007 - June 2008
Trammell Crow Company May 2003 - March 2007
Wallace Welch & Willingham April 1999 - April 2003
EJ Hughes Advertising 1989 - 1997
Skills
Location Intelligence, Real Estate, Marketing Strategy, Social Media Marketing, Urban Redevelopment, Advertising, Community Outreach, Public Relations, Public Speaking, Event Planning, Property Management, Marketing, Leases, Sales, Retail, Management, Trade Shows, Project Management, Event Management, Real Estate Transactions, Asset Management, Real Estate Development, Tenant, Contract Negotiation, Acquisitions, Market Research, Shopping Centers, New Business Development, Land Acquisition, Lease Negotiations, Residential Homes, Brokerage, Commercial Real Estate, Disposition, Leadership, Property, Integrated Marketing, Mergers & Acquisitions, Copywriting
Education
Florida State University 1987 — 1992
Marketing, Communications, Fine Arts
Canterbury School of Florida 1980 — 1986
Madison Marquette August 2012 - Present
Ocean Walk Shoppes January 2011 - August 2012
RP Realty Partners, LLC July 2008 - January 2011
Kuhn Development March 2007 - June 2008
Trammell Crow Company May 2003 - March 2007
Wallace Welch & Willingham April 1999 - April 2003
EJ Hughes Advertising 1989 - 1997
Skills
Location Intelligence, Real Estate, Marketing Strategy, Social Media Marketing, Urban Redevelopment, Advertising, Community Outreach, Public Relations, Public Speaking, Event Planning, Property Management, Marketing, Leases, Sales, Retail, Management, Trade Shows, Project Management, Event Management, Real Estate Transactions, Asset Management, Real Estate Development, Tenant, Contract Negotiation, Acquisitions, Market Research, Shopping Centers, New Business Development, Land Acquisition, Lease Negotiations, Residential Homes, Brokerage, Commercial Real Estate, Disposition, Leadership, Property, Integrated Marketing, Mergers & Acquisitions, Copywriting
Education
Florida State University 1987 — 1992
Marketing, Communications, Fine Arts
Canterbury School of Florida 1980 — 1986
Valerie Rizzo Valerie Rizzo's Wallace Welch & Willingham Experience December 2012 - February 2014
Job Administrative Support Manager
Industry Insurance
Experience
Time-Savers, INC December 2014 - Present
Wallace Welch & Willingham December 2012 - February 2014
Scarr Insurance Group 2008 - 2009
Allied Specialty Insurance May 2005 - December 2007
Skills
Customer Service, Insurance, Umbrella Insurance, Property & Casualty..., Microsoft Word, Commercial Insurance, Workers Compensation, Microsoft Office, Microsoft Excel, Social Media, Outlook, Commercial Lines, PowerPoint, Budgets, Marketing, Professional Liability, Training, Account Management, Social Networking, Data Entry, Retail, Risk Management, Time Management, Legal Liability, Website Maintence, WordPress, Constant Contact
Education
Cortiva Institute of Massage Therapy 2010 — 2010
Massage Therapy/Therapeutic Massage
St. Petersburg College
Time-Savers, INC December 2014 - Present
Wallace Welch & Willingham December 2012 - February 2014
Scarr Insurance Group 2008 - 2009
Allied Specialty Insurance May 2005 - December 2007
Skills
Customer Service, Insurance, Umbrella Insurance, Property & Casualty..., Microsoft Word, Commercial Insurance, Workers Compensation, Microsoft Office, Microsoft Excel, Social Media, Outlook, Commercial Lines, PowerPoint, Budgets, Marketing, Professional Liability, Training, Account Management, Social Networking, Data Entry, Retail, Risk Management, Time Management, Legal Liability, Website Maintence, WordPress, Constant Contact
Education
Cortiva Institute of Massage Therapy 2010 — 2010
Massage Therapy/Therapeutic Massage
St. Petersburg College
Stephen Kirby, CPCU, CIC Stephen Kirby, CPCU, CIC's Wallace Welch & Willingham Experience May 2008 - February 2009
Job Director of Operations at Dawson Companies / AssuredPartners
Industry Insurance
Experience
Dawson Companies / AssuredPartners February 2009 - Present
Wallace Welch & Willingham May 2008 - February 2009
Brown & Brown of Florida May 2000 - May 2008
Skills
Risk Management, Commercial Insurance, Contract Review, Insurance, Casualty, Property & Casualty..., Workers Compensation, General Insurance, Liability, Underwriting, Homeowners, CPCU, Professional Liability, Commercial Lines, Legal Liability, Contract Management, Brokers, Umbrella Insurance
Education
University of Florida 1997 — 1999
BA, Sociology
Vanderbilt University 1994 — 1997
Electrical Engineering
Dawson Companies / AssuredPartners February 2009 - Present
Wallace Welch & Willingham May 2008 - February 2009
Brown & Brown of Florida May 2000 - May 2008
Skills
Risk Management, Commercial Insurance, Contract Review, Insurance, Casualty, Property & Casualty..., Workers Compensation, General Insurance, Liability, Underwriting, Homeowners, CPCU, Professional Liability, Commercial Lines, Legal Liability, Contract Management, Brokers, Umbrella Insurance
Education
University of Florida 1997 — 1999
BA, Sociology
Vanderbilt University 1994 — 1997
Electrical Engineering
Christina Adkins Christina Adkins's Wallace Welch & Willingham Experience June 2013 - February 2014
Job Director Loss Prevention and Safety at Besnard & Associates Insurance
Industry Insurance
Experience
Besnard & Associates February 2014 - Present
Wallace Welch & Willingham June 2013 - February 2014
West Pharmaceutical Services April 2012 - June 2013
Raytheon February 2010 - May 2012
Raytheon July 2009 - February 2010
Regions Bank December 2007 - July 2009
Adkins Development, Inc March 2003 - December 2007
Skills
EHS, Construction Safety, Hazardous Waste..., Inspection, Safety Training, Industrial Hygiene, Safety Management..., Industrial Safety, Ergonomics, Environmental Awareness, Risk Management, Hazard Recognition, Workplace Safety, Occupational Health, Emergency Management, Auditing, EPA, Training, Indoor Air Quality, Facilities Management, RCRA, Investigation, Behavior Based Safety, Asbestos, Risk Assessment, Root Cause Analysis, First Aid, Hazardous Materials, HAZWOPER, Hazard Analysis, Environmental..., Accident Investigation, Safety Engineering, Government, Analysis, Environmental Auditing, Supervisory Skills, Hazard Identification, Process Safety, Continuous Improvement, Remediation, Process Safety..., Management, Environmental Compliance, Policy, Site Inspections, ISO 14001, Incident Investigation, Program Management, Fire Safety
Education
Trident University International 2013 — 2016
Master of Science in Emergency & Disaster Management (MSEDM), Emergency & Disaster Management
Columbia Southern University 2008 — 2010
B.S., Occupational Safety & Health
Lake Sumter Community College 1996 — 1998
Associate of Arts Degree
South Sumter High School 1994 — 1997
High School Diploma
Besnard & Associates February 2014 - Present
Wallace Welch & Willingham June 2013 - February 2014
West Pharmaceutical Services April 2012 - June 2013
Raytheon February 2010 - May 2012
Raytheon July 2009 - February 2010
Regions Bank December 2007 - July 2009
Adkins Development, Inc March 2003 - December 2007
Skills
EHS, Construction Safety, Hazardous Waste..., Inspection, Safety Training, Industrial Hygiene, Safety Management..., Industrial Safety, Ergonomics, Environmental Awareness, Risk Management, Hazard Recognition, Workplace Safety, Occupational Health, Emergency Management, Auditing, EPA, Training, Indoor Air Quality, Facilities Management, RCRA, Investigation, Behavior Based Safety, Asbestos, Risk Assessment, Root Cause Analysis, First Aid, Hazardous Materials, HAZWOPER, Hazard Analysis, Environmental..., Accident Investigation, Safety Engineering, Government, Analysis, Environmental Auditing, Supervisory Skills, Hazard Identification, Process Safety, Continuous Improvement, Remediation, Process Safety..., Management, Environmental Compliance, Policy, Site Inspections, ISO 14001, Incident Investigation, Program Management, Fire Safety
Education
Trident University International 2013 — 2016
Master of Science in Emergency & Disaster Management (MSEDM), Emergency & Disaster Management
Columbia Southern University 2008 — 2010
B.S., Occupational Safety & Health
Lake Sumter Community College 1996 — 1998
Associate of Arts Degree
South Sumter High School 1994 — 1997
High School Diploma
Amy Taylor-Conway's Wallace Welch & Willingham Experience November 2004 - May 2009
Job R&D Engineer at University of South Florida
Industry Defense & Space
Experience
University of South Florida April 2015 - Present
Draper Laboratory June 2010 - April 2015
Draper Laboratory June 2009 - June 2010
Wallace Welch & Willingham November 2004 - May 2009
Skills
Simulations, Labview, Chemical Engineering, Process Simulation, Solidworks, Matlab, Biomedical Engineering, Materials Science, Design of Experiments, R&D, Microsoft Office, Nanotechnology, Engineering, Research, Product Development, Characterization, Microsoft Excel, Chemistry
Education
University of South Florida 2005 — 2010
Bachelor of Science (BS), Chemical Engineering
Lakewood High School
University of South Florida April 2015 - Present
Draper Laboratory June 2010 - April 2015
Draper Laboratory June 2009 - June 2010
Wallace Welch & Willingham November 2004 - May 2009
Skills
Simulations, Labview, Chemical Engineering, Process Simulation, Solidworks, Matlab, Biomedical Engineering, Materials Science, Design of Experiments, R&D, Microsoft Office, Nanotechnology, Engineering, Research, Product Development, Characterization, Microsoft Excel, Chemistry
Education
University of South Florida 2005 — 2010
Bachelor of Science (BS), Chemical Engineering
Lakewood High School
Sarah Huff-Szczepanik Sarah Huff-Szczepanik's Wallace Welch & Willingham Experience May 2015 - Present
Job Client Service Manager at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham May 2015 - Present
Education
Lee University 2009 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Bethel College (TN) 2012 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Cleveland State Community College 2006 — 2009
Associate of Science (AS), General Studies, 3.0
Wallace Welch & Willingham May 2015 - Present
Education
Lee University 2009 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Bethel College (TN) 2012 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Cleveland State Community College 2006 — 2009
Associate of Science (AS), General Studies, 3.0
David G. Pilkington, AAI David G. Pilkington, AAI's Wallace Welch & Willingham Experience March 2012 - Present
Job Executive Vice President | Sales Manager | Wallace Welch & Willingham Insurance
Industry Insurance
Experience
Wallace Welch & Willingham March 2012 - Present
Brown & Brown May 2002 - March 2012
Pilkington Insurance Agency June 1984 - May 2002
Skills
Insurance, Risk Management, Accounting, Health Insurance, Employee Benefits, Commercial Insurance, Non-profits, Workers Compensation, Property & Casualty..., Legal Liability, Professional Liability, Umbrella Insurance, Claim, Liability, Underwriting, Strategic Planning, Commercial Lines, Nonprofits, Leadership, COBRA, Casualty, Employment Practices..., Excess, Health Savings Accounts, Brokers, Casualty Insurance
Education
University of South Florida 1978 — 1980
BA, Accounting
Wallace Welch & Willingham March 2012 - Present
Brown & Brown May 2002 - March 2012
Pilkington Insurance Agency June 1984 - May 2002
Skills
Insurance, Risk Management, Accounting, Health Insurance, Employee Benefits, Commercial Insurance, Non-profits, Workers Compensation, Property & Casualty..., Legal Liability, Professional Liability, Umbrella Insurance, Claim, Liability, Underwriting, Strategic Planning, Commercial Lines, Nonprofits, Leadership, COBRA, Casualty, Employment Practices..., Excess, Health Savings Accounts, Brokers, Casualty Insurance
Education
University of South Florida 1978 — 1980
BA, Accounting
Shawn Church Shawn Church's Wallace Welch & Willingham Experience March 2015 - Present
Job Client Service Manager at WWW
Industry Insurance
Experience
Wallace Welch & Willingham March 2015 - Present
Advantica September 2010 - March 2015
Education
University of South Florida
Bachelor of Business Administration (B.B.A.)
Wallace Welch & Willingham March 2015 - Present
Advantica September 2010 - March 2015
Education
University of South Florida
Bachelor of Business Administration (B.B.A.)
Robyn DiLorenzo, CEBS Robyn DiLorenzo, CEBS's Wallace Welch & Willingham Experience April 1992 - January 1995
Job Vice President at The Benefits Resource, Inc.
Industry Insurance
Experience
The Benefits Resource, Inc. September 2003 - Present
Brown & Brown October 1995 - September 2003
Wallace Welch & Willingham April 1992 - January 1995
Skills
Reimbursement, Health Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Brokers, Employee Benefits, Insurance, Dentistry, Whole Life, Long-term Care, COBRA, Underwriting, Medicare, Accident, 401k, Claim, Fixed Annuities, Health Care Reform, Group Benefits, Vision Insurance, Term Life Insurance, Health Reimbursement..., Dental & Vision..., Medicare Supplements, PPO, Managed Care, Health Policy, Benefits Administration, Retirement, Self-funded, HMO, Defined Benefit, Group Insurance, Property & Casualty..., Casualty, Casualty Insurance
Education
International Foundation of Employee Benefit Plans
Wharton School, University of Pennsylvania
The Benefits Resource, Inc. September 2003 - Present
Brown & Brown October 1995 - September 2003
Wallace Welch & Willingham April 1992 - January 1995
Skills
Reimbursement, Health Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Brokers, Employee Benefits, Insurance, Dentistry, Whole Life, Long-term Care, COBRA, Underwriting, Medicare, Accident, 401k, Claim, Fixed Annuities, Health Care Reform, Group Benefits, Vision Insurance, Term Life Insurance, Health Reimbursement..., Dental & Vision..., Medicare Supplements, PPO, Managed Care, Health Policy, Benefits Administration, Retirement, Self-funded, HMO, Defined Benefit, Group Insurance, Property & Casualty..., Casualty, Casualty Insurance
Education
International Foundation of Employee Benefit Plans
Wharton School, University of Pennsylvania
Eric LaVenture Eric LaVenture's Wallace Welch & Willingham Experience August 2011 - March 2013
Job Recruitment Associate Manager at Accenture
Industry Staffing and Recruiting
Experience
Accenture June 2015 - Present
Accenture March 2013 - June 2015
Wallace Welch & Willingham August 2011 - March 2013
Aerotek Scientific October 2006 - August 2011
Aerotek Commercial Staffing August 2007 - August 2009
Aerotek Commercial Staffing October 2006 - August 2007
Charlie Gerdes Campaign May 2006 - September 2006
Skills
Recruiting, Business Development, Account Management, Employee Benefits, Compliance, New Business Development, Employee Relations, Sourcing, IBM Websphere Commerce, Talent Acquisition
Education
University of North Florida 2002 — 2006
B.A., Political Science
Accenture June 2015 - Present
Accenture March 2013 - June 2015
Wallace Welch & Willingham August 2011 - March 2013
Aerotek Scientific October 2006 - August 2011
Aerotek Commercial Staffing August 2007 - August 2009
Aerotek Commercial Staffing October 2006 - August 2007
Charlie Gerdes Campaign May 2006 - September 2006
Skills
Recruiting, Business Development, Account Management, Employee Benefits, Compliance, New Business Development, Employee Relations, Sourcing, IBM Websphere Commerce, Talent Acquisition
Education
University of North Florida 2002 — 2006
B.A., Political Science
Theresa Aubrey, CIC Theresa Aubrey, CIC's Wallace Welch & Willingham Experience August 2008 - April 2013
Job Commercial Account Manager
Industry Insurance
Experience
Chase Insurance Agency, Inc April 2014 - Present
Frank H. Furman, Inc October 2013 - April 2014
CBIZ Meridian April 2013 - October 2013
Wallace Welch & Willingham August 2008 - April 2013
Stahl & Associates Insurance October 2004 - August 2008
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Liability, Underwriting, General Insurance, Commercial Lines, Casualty, Umbrella Insurance, Professional Liability, D&O, Employment Practices..., Claim, Term Life Insurance, Health Savings Accounts, Casualty Insurance
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Management
St. Petersburg College 1985 — 2012
Associate of Arts (AA), General Studies
Chase Insurance Agency, Inc April 2014 - Present
Frank H. Furman, Inc October 2013 - April 2014
CBIZ Meridian April 2013 - October 2013
Wallace Welch & Willingham August 2008 - April 2013
Stahl & Associates Insurance October 2004 - August 2008
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Liability, Underwriting, General Insurance, Commercial Lines, Casualty, Umbrella Insurance, Professional Liability, D&O, Employment Practices..., Claim, Term Life Insurance, Health Savings Accounts, Casualty Insurance
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Management
St. Petersburg College 1985 — 2012
Associate of Arts (AA), General Studies
Kimberly Eckelbarger's Wallace Welch & Willingham Experience 2003 - 2005
Job Business Risk Manager
Industry Insurance
Experience
ScriptSourcing June 2015 - Present
Tropical Benefits January 2009 - Present
The Stoner Organization January 2013 - Present
Northwestern Mutual 2007 - 2008
AlphaStaff Group, Inc. 2005 - 2007
Wallace Welch & Willingham 2003 - 2005
Gevity 2000 - 2002
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Workers Compensation, Compliance Check, Human Resources, Property & Casualty..., PEO, Benefits Administration, Training, Onboarding, Business Development, Sales, Employee Relations, Compliance, Retirement Planning, Personnel Management, Underwriting, Legal Liability, Claims Management, Brokers, Payroll, HRIS, 401k, Life Insurance, Term Life Insurance, Retirement, Small Business, Medicare, HR Consulting, Performance Management, Long-term Care, Strategy, Liability, Commercial Insurance, FMLA, Health Savings Accounts, Succession Planning, Dentistry, Claim, General Insurance, Whole Life, Recruiting, Universal Life, Coaching, Fixed Annuities, Professional Liability, Commercial Lines, Mergers & Acquisitions
Education
Ball State University - College of Business 1987 — 1989
MBA, Business
Indiana University Bloomington 1982 — 1986
BS, Finance
ScriptSourcing June 2015 - Present
Tropical Benefits January 2009 - Present
The Stoner Organization January 2013 - Present
Northwestern Mutual 2007 - 2008
AlphaStaff Group, Inc. 2005 - 2007
Wallace Welch & Willingham 2003 - 2005
Gevity 2000 - 2002
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Workers Compensation, Compliance Check, Human Resources, Property & Casualty..., PEO, Benefits Administration, Training, Onboarding, Business Development, Sales, Employee Relations, Compliance, Retirement Planning, Personnel Management, Underwriting, Legal Liability, Claims Management, Brokers, Payroll, HRIS, 401k, Life Insurance, Term Life Insurance, Retirement, Small Business, Medicare, HR Consulting, Performance Management, Long-term Care, Strategy, Liability, Commercial Insurance, FMLA, Health Savings Accounts, Succession Planning, Dentistry, Claim, General Insurance, Whole Life, Recruiting, Universal Life, Coaching, Fixed Annuities, Professional Liability, Commercial Lines, Mergers & Acquisitions
Education
Ball State University - College of Business 1987 — 1989
MBA, Business
Indiana University Bloomington 1982 — 1986
BS, Finance
Jeremy Miller, CPCU, CIC Jeremy Miller, CPCU, CIC's Wallace Welch & Willingham Experience December 2011 - Present
Job Property & Casualty Division Manager
Industry Insurance
Experience
Wallace Welch & Willingham December 2011 - Present
Brown & Brown May 2006 - November 2011
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Legal Liability, Liability, Casualty, Umbrella Insurance, General Insurance, Professional Liability, Workers Compensation, Underwriting, Excess, Employment Practices..., Brokers, Casualty Insurance, Insurance, Claim
Education
University of Georgia - Terry College of Business 1988 — 1992
Bachelor of Business Administration (BBA), Risk Management & Insurance
Savannah Christian Preparatory School 1984 — 1988
High School Diploma
Wallace Welch & Willingham December 2011 - Present
Brown & Brown May 2006 - November 2011
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Legal Liability, Liability, Casualty, Umbrella Insurance, General Insurance, Professional Liability, Workers Compensation, Underwriting, Excess, Employment Practices..., Brokers, Casualty Insurance, Insurance, Claim
Education
University of Georgia - Terry College of Business 1988 — 1992
Bachelor of Business Administration (BBA), Risk Management & Insurance
Savannah Christian Preparatory School 1984 — 1988
High School Diploma
Walt Grayson Walt Grayson's Wallace Welch & Willingham Experience March 2011 - Present
Job Chief Operating Officer
Industry Insurance
Experience
Wallace Welch & Willingham March 2011 - Present
Aberdeen Advisors December 2009 - December 2013
SCORE Association October 2009 - November 2011
Self Employed January 2009 - December 2009
Environmental Technologies, Inc. March 1997 - December 2008
The Harbor Behavioral Health Care Institute October 1993 - March 1997
Garden Way June 1986 - March 1993
TOTCO, division of Baker Hughes July 1979 - May 1986
Skills
Financial Reporting, Financial Analysis, Employee Benefits, Strategic Planning, Business Development, Operations Management, Business Acquisition, Entrepreneurship, Start-ups, Management, Negotiation, Strategy, Mergers & Acquisitions, Investments, Budgets, Team Building, Analysis, Accounting, Training, Executive Management, Managerial Finance, Small Business, Leadership, Insurance, Human Resources, Banking, Payroll, Risk Management, Project Planning, Portfolio Management, Auditing, Finance, Cost Accounting, Business Planning, Accounts Receivable, Income Statement, Strategic Financial..., Due Diligence, Internal Audit, Business Valuation, Valuation, Financial Modeling, Management Consulting, Forecasting, Corporate Finance, Accounts Payable, Private Equity, Corporate Development, Venture Capital, Restructuring
Education
University of Oklahoma - Price College of Business 1970 — 1974
BBA, Accounting
Noble High School
Wallace Welch & Willingham March 2011 - Present
Aberdeen Advisors December 2009 - December 2013
SCORE Association October 2009 - November 2011
Self Employed January 2009 - December 2009
Environmental Technologies, Inc. March 1997 - December 2008
The Harbor Behavioral Health Care Institute October 1993 - March 1997
Garden Way June 1986 - March 1993
TOTCO, division of Baker Hughes July 1979 - May 1986
Skills
Financial Reporting, Financial Analysis, Employee Benefits, Strategic Planning, Business Development, Operations Management, Business Acquisition, Entrepreneurship, Start-ups, Management, Negotiation, Strategy, Mergers & Acquisitions, Investments, Budgets, Team Building, Analysis, Accounting, Training, Executive Management, Managerial Finance, Small Business, Leadership, Insurance, Human Resources, Banking, Payroll, Risk Management, Project Planning, Portfolio Management, Auditing, Finance, Cost Accounting, Business Planning, Accounts Receivable, Income Statement, Strategic Financial..., Due Diligence, Internal Audit, Business Valuation, Valuation, Financial Modeling, Management Consulting, Forecasting, Corporate Finance, Accounts Payable, Private Equity, Corporate Development, Venture Capital, Restructuring
Education
University of Oklahoma - Price College of Business 1970 — 1974
BBA, Accounting
Noble High School
John Griffin CRM, AIC, CRIS John Griffin CRM, AIC, CRIS's Wallace Welch & Willingham Experience February 2007 - January 2011
Job CEO, True Guadian Risk Services LLC, Risk Management & Insurance Executive, Liability Claim Expert, WC XMod Specialist
Industry Insurance
Experience
True Guardian Risk Services, LLC September 2014 - Present
CorVel March 2011 - August 2014
Wallace Welch & Willingham February 2007 - January 2011
Amerisure Insurance Company 2001 - 2006
Skills
Claims Management, Risk Management, Workers Compensation, Litigation Management, Property & Casualty..., Liability, Commercial Insurance, Claims Resolution, Marketing, Team Building, Liability Analysis, Managed Care, Commercial Lines, Umbrella Insurance, Subrogation, Employment Practices..., Contractual Risk..., Project Planning, Excess, Budget, Casualty Insurance
Education
University of South Florida - College of Business Administration 1990 — 1991
Bachelor of Science (B.S.), Business Administration, Management and Operations
Florida State University - College of Business 1986 — 1989
Business Administration, Management and Operations
True Guardian Risk Services, LLC September 2014 - Present
CorVel March 2011 - August 2014
Wallace Welch & Willingham February 2007 - January 2011
Amerisure Insurance Company 2001 - 2006
Skills
Claims Management, Risk Management, Workers Compensation, Litigation Management, Property & Casualty..., Liability, Commercial Insurance, Claims Resolution, Marketing, Team Building, Liability Analysis, Managed Care, Commercial Lines, Umbrella Insurance, Subrogation, Employment Practices..., Contractual Risk..., Project Planning, Excess, Budget, Casualty Insurance
Education
University of South Florida - College of Business Administration 1990 — 1991
Bachelor of Science (B.S.), Business Administration, Management and Operations
Florida State University - College of Business 1986 — 1989
Business Administration, Management and Operations
Alex Bodney Alex Bodney's Wallace Welch & Willingham Experience August 2013 - August 2013
Job Operations Manager at PGA TOUR
Industry Sports
Experience
PGA TOUR May 2015 - Present
PGA TOUR June 2014 - May 2015
Wallace Welch & Willingham August 2013 - August 2013
PGA TOUR June 2013 - August 2013
Skills
Leadership, Microsoft Office, Retail, Employee Benefits, Time Management, Leadership Development, Marketing, Training, Sales, Recruiting, Social Media Marketing, Interviews, Cold Calling, Microsoft Excel, Customer Service, Outlook, Event Management
Education
Eckerd College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
PGA TOUR May 2015 - Present
PGA TOUR June 2014 - May 2015
Wallace Welch & Willingham August 2013 - August 2013
PGA TOUR June 2013 - August 2013
Skills
Leadership, Microsoft Office, Retail, Employee Benefits, Time Management, Leadership Development, Marketing, Training, Sales, Recruiting, Social Media Marketing, Interviews, Cold Calling, Microsoft Excel, Customer Service, Outlook, Event Management
Education
Eckerd College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
John Ullrich, CPA's Wallace Welch & Willingham Experience January 2011 - Present
Job Nonprofit Insurance & Risk Management Specialist | Shareholder | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham January 2011 - Present
McClanathan, Burg & Arndt, LLC September 2006 - January 2011
Gregory, Sharer & Stuart, CPAs May 2002 - September 2006
Education
Florida State University - College of Business
BS, Accounting
Florida State University - College of Business
Masters, Accounting
Wallace Welch & Willingham January 2011 - Present
McClanathan, Burg & Arndt, LLC September 2006 - January 2011
Gregory, Sharer & Stuart, CPAs May 2002 - September 2006
Education
Florida State University - College of Business
BS, Accounting
Florida State University - College of Business
Masters, Accounting
Jib Reagan Jib Reagan's Wallace Welch & Willingham Experience June 2013 - Present
Job Employee Benefits Advisor at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham June 2013 - Present
Saint Leo University September 2008 - June 2013
National City Bank July 2006 - August 2007
Fifth Third Bank August 2004 - July 2006
Skills
New Business Development, Public Relations, Competitive Analysis, Account Management, B2B, Fundraising, Strategic Planning, Customer Relations, Leadership Development, Business Development, Customer Service, Public Speaking, Sales, Event Management, Management, Marketing, Higher Education, Cold Calling, Training, Salesforce.com, Marketing Communications
Education
Leadership Tampa 2011 — 2012
Saint Leo University 2009 — 2011
Masters in Business Administration, Business
Auburn University 1996 — 2000
Communications, Public Relations
Wallace Welch & Willingham June 2013 - Present
Saint Leo University September 2008 - June 2013
National City Bank July 2006 - August 2007
Fifth Third Bank August 2004 - July 2006
Skills
New Business Development, Public Relations, Competitive Analysis, Account Management, B2B, Fundraising, Strategic Planning, Customer Relations, Leadership Development, Business Development, Customer Service, Public Speaking, Sales, Event Management, Management, Marketing, Higher Education, Cold Calling, Training, Salesforce.com, Marketing Communications
Education
Leadership Tampa 2011 — 2012
Saint Leo University 2009 — 2011
Masters in Business Administration, Business
Auburn University 1996 — 2000
Communications, Public Relations
Michelle McKinley Michelle McKinley's Wallace Welch & Willingham Experience April 2011 - Present
Job Creative Mastermind | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham April 2011 - Present
Greystone Healthcare Management July 2008 - April 2011
OMNI Healthcare January 2005 - January 2008
Beyond the Wall November 2001 - November 2004
Skills
Insurance, Social Media, CRM, Strategic Planning, Training, Marketing, Account Management, Advertising, Team Building, New Business Development
Education
University of South Florida
Bachelors in Business Administration, Marketing
Wallace Welch & Willingham April 2011 - Present
Greystone Healthcare Management July 2008 - April 2011
OMNI Healthcare January 2005 - January 2008
Beyond the Wall November 2001 - November 2004
Skills
Insurance, Social Media, CRM, Strategic Planning, Training, Marketing, Account Management, Advertising, Team Building, New Business Development
Education
University of South Florida
Bachelors in Business Administration, Marketing
Don McLean Don McLean's Wallace Welch & Willingham Experience May 2004 - December 2008
Job Construction Equipment Sales Rep
Industry Construction
Experience
United Rentals September 2011 - Present
High Performance Home June 2009 - June 2011
Wallace Welch & Willingham May 2004 - December 2008
Skills
Construction, Contractors, Equipment Rental, Real Estate, Sales, Contract Negotiation, Negotiation, LEED AP, New Business Development, Residential Homes, Commercial Real Estate, Property Management, Selling, Team Building, Strategic Planning, Purchasing, Real Estate Development, Budgets
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelors, Marketing
St. Petersburg Catholic High School 1997 — 1998
Marketing
United Rentals September 2011 - Present
High Performance Home June 2009 - June 2011
Wallace Welch & Willingham May 2004 - December 2008
Skills
Construction, Contractors, Equipment Rental, Real Estate, Sales, Contract Negotiation, Negotiation, LEED AP, New Business Development, Residential Homes, Commercial Real Estate, Property Management, Selling, Team Building, Strategic Planning, Purchasing, Real Estate Development, Budgets
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelors, Marketing
St. Petersburg Catholic High School 1997 — 1998
Marketing
Trey Scully Trey Scully's Wallace Welch & Willingham Experience 2010 - 2012
Job Strategic HR, Technology, & Benefits Consultant
Industry Human Resources
Experience
CoAdvantage 2012 - Present
Wallace Welch & Willingham 2010 - 2012
Clerk and Comptroller, Palm Beach County 2008 - 2010
AAA Auto Club South 1994 - 2008
Skills
Employee Benefits, Insurance, HR Solutions, HR Policies, Group Benefits, HRIS, Payroll Services, PEO, Workers Compensation, Learning Management, Human Resources, Training, FMLA, Leadership, Onboarding, Benefits Administration, Employee Relations, COBRA, Management, Strategic Planning, Team Building
Education
University of South Florida - College of Business Administration
BS, Management
CoAdvantage 2012 - Present
Wallace Welch & Willingham 2010 - 2012
Clerk and Comptroller, Palm Beach County 2008 - 2010
AAA Auto Club South 1994 - 2008
Skills
Employee Benefits, Insurance, HR Solutions, HR Policies, Group Benefits, HRIS, Payroll Services, PEO, Workers Compensation, Learning Management, Human Resources, Training, FMLA, Leadership, Onboarding, Benefits Administration, Employee Relations, COBRA, Management, Strategic Planning, Team Building
Education
University of South Florida - College of Business Administration
BS, Management
Michael Hayes, RHU, CBC Michael Hayes, RHU, CBC's Wallace Welch & Willingham Experience 2007 - Present
Job Employee Benefits Advisor | Assistant Vice President | Shareholder | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham 2007 - Present
The Standard 1997 - 2007
Skills
Benefits, Employee Benefits, Insurance, Compliance, Health Insurance, Health, Benefits Administration, Account Management, Payroll, Dental, Disability Insurance, HRIS, Group Benefits, Health Savings Accounts, Long Term Care, Term Life Insurance, Life Insurance, Group Insurance, COBRA, Long-term Care, Disabilities, Accident, Long Term Care Insurance, Small Business, Underwriting, Claim, Health Care Reform, 401k, Open Enrollment, Commercial Lines, Retirement, Employee Relations, Benefits Design, Property & Casualty..., Risk Management, Retirement Planning, Commercial Insurance, Health Policy, Critical Illness, Liability, D&O, Employment Practices..., ERISA, Defined Benefit, Sales, Casualty, Vision Insurance, Employee Wellness, Human Resources, PEO
Education
Florida Southern College 1985 — 1990
Business, Administration - Personnel Mngt.
The American College
RHU, Employee Benefits
Wallace Welch & Willingham 2007 - Present
The Standard 1997 - 2007
Skills
Benefits, Employee Benefits, Insurance, Compliance, Health Insurance, Health, Benefits Administration, Account Management, Payroll, Dental, Disability Insurance, HRIS, Group Benefits, Health Savings Accounts, Long Term Care, Term Life Insurance, Life Insurance, Group Insurance, COBRA, Long-term Care, Disabilities, Accident, Long Term Care Insurance, Small Business, Underwriting, Claim, Health Care Reform, 401k, Open Enrollment, Commercial Lines, Retirement, Employee Relations, Benefits Design, Property & Casualty..., Risk Management, Retirement Planning, Commercial Insurance, Health Policy, Critical Illness, Liability, D&O, Employment Practices..., ERISA, Defined Benefit, Sales, Casualty, Vision Insurance, Employee Wellness, Human Resources, PEO
Education
Florida Southern College 1985 — 1990
Business, Administration - Personnel Mngt.
The American College
RHU, Employee Benefits
CHRISTINA TAKAREWICZ CHRISTINA TAKAREWICZ's Wallace Welch & Willingham Experience March 2010 - Present
Job Personal Risk Advisor at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham March 2010 - Present
Insurance 2012 - 2014
BB&T February 2004 - March 2010
Suddath Relocation Systems June 2000 - February 2004
Skills
Property & Casualty..., Insurance, Workers Compensation, Umbrella Insurance, Liability, Term Life Insurance, Life Insurance, Microsoft Excel, Employee Benefits
Education
Florida Insurance School 2011 — 2011
215 Lic Life Health & Var Annuity, Insurance
PIA 2008 — 2010
Insurance
St. Petersburg College 2002 — 2010
General
Central Insurance School 2005 — 2005
220 Lic, Property & Casualty
Central Insurance School 2004 — 2004
440 Lic CPSR Designation, Personal Lines Insurance
Lakewood High School 1998 — 2002
HS Diploma, General
Wallace Welch & Willingham March 2010 - Present
Insurance 2012 - 2014
BB&T February 2004 - March 2010
Suddath Relocation Systems June 2000 - February 2004
Skills
Property & Casualty..., Insurance, Workers Compensation, Umbrella Insurance, Liability, Term Life Insurance, Life Insurance, Microsoft Excel, Employee Benefits
Education
Florida Insurance School 2011 — 2011
215 Lic Life Health & Var Annuity, Insurance
PIA 2008 — 2010
Insurance
St. Petersburg College 2002 — 2010
General
Central Insurance School 2005 — 2005
220 Lic, Property & Casualty
Central Insurance School 2004 — 2004
440 Lic CPSR Designation, Personal Lines Insurance
Lakewood High School 1998 — 2002
HS Diploma, General
Mickey Bell, CIC Mickey Bell, CIC's Wallace Welch & Willingham Experience September 1994 - Present
Job Commercial Insurance Advisor | Shareholder | Senior Vice President | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham September 1994 - Present
Skills
Property & Casualty..., Underwriting, Professional Liability, Workers Compensation, Commercial Insurance, Health Insurance, Insurance, Liability, Employee Benefits, Executive Pay, Health Savings Accounts, Casualty, Commercial Lines, New Business Development, Legal Liability, Brokers, Risk Management, Strategic Planning, Casualty Insurance, Umbrella Insurance, Management, General Insurance
Education
University of South Florida
Wallace Welch & Willingham September 1994 - Present
Skills
Property & Casualty..., Underwriting, Professional Liability, Workers Compensation, Commercial Insurance, Health Insurance, Insurance, Liability, Employee Benefits, Executive Pay, Health Savings Accounts, Casualty, Commercial Lines, New Business Development, Legal Liability, Brokers, Risk Management, Strategic Planning, Casualty Insurance, Umbrella Insurance, Management, General Insurance
Education
University of South Florida
Michael Crow Michael Crow's Wallace Welch & Willingham Experience September 2014 - Present
Job Desktop Support Technician at Wallace Welch & Willingham
Industry Information Technology and Services
Experience
Wallace Welch & Willingham September 2014 - Present
Tampa Bay Times - Times Publishing Co July 2013 - August 2014
Raymond James Financial Inc. January 2012 - April 2013
Raymond James June 2010 - December 2011
Liberty Christian Enterprises, Inc. June 2009 - July 2011
Skills
Technical Support, Troubleshooting, Hardware, Visio, Windows 7, SDLC, Windows Server, Software Documentation, Access, Customer Service, Microsoft Office, Computer Hardware, Citrix, Outlook, Software Installation, System Administration, Windows, XP, Microsoft SQL Server, Process Improvement, Microsoft Excel, ITIL, Windows XP Pro, Quality Assurance, Laptops, Disaster Recovery, Requirements Gathering, Project Planning, PowerPoint, HP, Active Directory, Help Desk Support, VMware, Security, Project Management, Training, Program Management, Servers, VPN, Leadership, Networking, Operating Systems, Microsoft Exchange, Vendor Management, Apple
Education
St. Petersburg College 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
St. Petersburg College 2011 — 2014
Associates of Science, Computer/Information Technology Administration and Management
Northeast High School, Academy of Information Technology 2007 — 2011
Wallace Welch & Willingham September 2014 - Present
Tampa Bay Times - Times Publishing Co July 2013 - August 2014
Raymond James Financial Inc. January 2012 - April 2013
Raymond James June 2010 - December 2011
Liberty Christian Enterprises, Inc. June 2009 - July 2011
Skills
Technical Support, Troubleshooting, Hardware, Visio, Windows 7, SDLC, Windows Server, Software Documentation, Access, Customer Service, Microsoft Office, Computer Hardware, Citrix, Outlook, Software Installation, System Administration, Windows, XP, Microsoft SQL Server, Process Improvement, Microsoft Excel, ITIL, Windows XP Pro, Quality Assurance, Laptops, Disaster Recovery, Requirements Gathering, Project Planning, PowerPoint, HP, Active Directory, Help Desk Support, VMware, Security, Project Management, Training, Program Management, Servers, VPN, Leadership, Networking, Operating Systems, Microsoft Exchange, Vendor Management, Apple
Education
St. Petersburg College 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
St. Petersburg College 2011 — 2014
Associates of Science, Computer/Information Technology Administration and Management
Northeast High School, Academy of Information Technology 2007 — 2011
Clay Crum Clay Crum's Wallace Welch & Willingham Experience 2010 - Present
Job Commercial Insurance Advisor | Shareholder | Assistant VP | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham 2010 - Present
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Umbrella Insurance, Workers Compensation, Liability, Casualty, Legal Liability, Casualty Insurance, Commercial Lines, Professional Liability, Brokers, Health Insurance
Education
University of South Florida
Bachelor’s Degree, History
Wallace Welch & Willingham 2010 - Present
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Umbrella Insurance, Workers Compensation, Liability, Casualty, Legal Liability, Casualty Insurance, Commercial Lines, Professional Liability, Brokers, Health Insurance
Education
University of South Florida
Bachelor’s Degree, History
Sid Boughton Sid Boughton's Wallace Welch & Willingham Experience April 2015 - Present
Job Commercial Insurance Advisor
Industry Insurance
Experience
Wallace Welch & Willingham April 2015 - Present
Brown & Brown of Florida Inc. July 2010 - March 2015
Skills
Manufacturing, Commercial Insurance, Workers Compensation, Property, Employment Practices..., Marine Insurance, Professional Liability, D&O, Casualty, Brokers, Underwriting, Property, Legal Liability, Risk Management, Property & Casualty..., Captives, Insurance, Commercial Lines, General Insurance, Liability, Claims Management, Umbrella Insurance, Inland Marine, Licensed Property, Construction Insurance, Directors, Claims Handling, Claims Resolution, Sales, Excess, Customer Service, E, Casualty Insurance
Education
University of South Florida 2004 — 2009
Wallace Welch & Willingham April 2015 - Present
Brown & Brown of Florida Inc. July 2010 - March 2015
Skills
Manufacturing, Commercial Insurance, Workers Compensation, Property, Employment Practices..., Marine Insurance, Professional Liability, D&O, Casualty, Brokers, Underwriting, Property, Legal Liability, Risk Management, Property & Casualty..., Captives, Insurance, Commercial Lines, General Insurance, Liability, Claims Management, Umbrella Insurance, Inland Marine, Licensed Property, Construction Insurance, Directors, Claims Handling, Claims Resolution, Sales, Excess, Customer Service, E, Casualty Insurance
Education
University of South Florida 2004 — 2009
Vic Graffeo's Wallace Welch & Willingham Experience February 2015 - Present
Job Corporate Risk Management and Insurance | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham February 2015 - Present
Arthur J. Gallagher & Co. December 2012 - February 2015
Victor Graffeo Agency LLC September 2009 - December 2012
The Reynolds and Reynolds Company June 1999 - September 2009
Skills
Property & Casualty..., Risk Management, Workers Compensation, Professional Liability, Employment Practices..., Sales, Strategic Planning, Financial Risk, Directors & Officers..., Underwriting, Due Diligence, Leadership, Sales Management, Program Management, Marketing, Cyber & Privacy
Education
Auburn University
Marketing
Nova Southeastern University
Bachelor of Science (B.S.), Business Administration
Wallace Welch & Willingham February 2015 - Present
Arthur J. Gallagher & Co. December 2012 - February 2015
Victor Graffeo Agency LLC September 2009 - December 2012
The Reynolds and Reynolds Company June 1999 - September 2009
Skills
Property & Casualty..., Risk Management, Workers Compensation, Professional Liability, Employment Practices..., Sales, Strategic Planning, Financial Risk, Directors & Officers..., Underwriting, Due Diligence, Leadership, Sales Management, Program Management, Marketing, Cyber & Privacy
Education
Auburn University
Marketing
Nova Southeastern University
Bachelor of Science (B.S.), Business Administration
Stephanie Hays Stephanie Hays's Wallace Welch & Willingham Experience June 2015 - Present
Job Select Business Advisor at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham June 2015 - Present
NAPCO,LLC - iNPAC October 2011 - June 2015
Swett & Crawford October 2006 - December 2010
Agency Marketing Services August 1997 - October 2006
Marsh & McLennan Companies, Inc. October 1993 - June 1995
Skills
Property & Casualty..., Brokers, Underwriting, Commercial Insurance, Professional Liability, General Insurance, Commercial Lines, Liability, D&O, Inland Marine, Casualty Insurance, Umbrella Insurance
Education
Centenary College 1972 — 1974
Associates in Education, Elementary Education and Teaching
Boston University - Metropolitan College 1972 — 1976
Elementary Education and Teaching
Boston University 1974 — 1976
Business/Commerce, General
Wallace Welch & Willingham June 2015 - Present
NAPCO,LLC - iNPAC October 2011 - June 2015
Swett & Crawford October 2006 - December 2010
Agency Marketing Services August 1997 - October 2006
Marsh & McLennan Companies, Inc. October 1993 - June 1995
Skills
Property & Casualty..., Brokers, Underwriting, Commercial Insurance, Professional Liability, General Insurance, Commercial Lines, Liability, D&O, Inland Marine, Casualty Insurance, Umbrella Insurance
Education
Centenary College 1972 — 1974
Associates in Education, Elementary Education and Teaching
Boston University - Metropolitan College 1972 — 1976
Elementary Education and Teaching
Boston University 1974 — 1976
Business/Commerce, General
Victor Tang's Wallace Welch & Willingham Experience May 2013 - August 2013
Job RMI Student at The Florida State University
Industry Insurance
Experience
Bouchard Insurance June 2015 - August 2015
Stahl & Associates Insurance May 2014 - August 2014
Wallace Welch & Willingham May 2013 - August 2013
Skills
Insurance, Employee Benefits, Public Speaking, Sales, Risk Management, Brokers, Health Insurance, Marketing, Benefits Administration, Business Development, Healthcare, Underwriting, Self-funded, Employee Wellness, Workers Compensation
Education
Florida State University - College of Business 2012 — 2016
Bachelor of Science (B.S), Risk Management & Insurance
Saint Petersburg Senior High School 2008 — 2012
Bouchard Insurance June 2015 - August 2015
Stahl & Associates Insurance May 2014 - August 2014
Wallace Welch & Willingham May 2013 - August 2013
Skills
Insurance, Employee Benefits, Public Speaking, Sales, Risk Management, Brokers, Health Insurance, Marketing, Benefits Administration, Business Development, Healthcare, Underwriting, Self-funded, Employee Wellness, Workers Compensation
Education
Florida State University - College of Business 2012 — 2016
Bachelor of Science (B.S), Risk Management & Insurance
Saint Petersburg Senior High School 2008 — 2012
Bradley Lowe Bradley Lowe's Wallace Welch & Willingham Experience April 2006 - September 2007
Job Provider Relations Representative
Industry Insurance
Experience
Cenpatico February 2015 - Present
Network Insurance Senior Health Division May 2014 - February 2015
UnitedHealthcare September 2007 - April 2014
Wallace Welch & Willingham April 2006 - September 2007
Aon Consulting April 2001 - April 2006
Blue Cross Blue Shield of Florida June 1998 - April 2001
Foundation Health (now Health Net) July 1996 - June 1998
PCA Health Plans (now Humana) September 1992 - July 1996
Skills
Sales Operations, Account Management, Compliance, Underwriting, Health Insurance, Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Medicare, Managed Care, Health Policy, Brokers, CRM, Healthcare, Health Savings Accounts, Management, Claim, HMO, Benefits Administration, Customer Retention, Sales, Strategy, Training, PPO, Medicaid, Life Insurance, Business Development
Education
Eckerd College 2006 — 2011
BA pending, Business Management
Cenpatico February 2015 - Present
Network Insurance Senior Health Division May 2014 - February 2015
UnitedHealthcare September 2007 - April 2014
Wallace Welch & Willingham April 2006 - September 2007
Aon Consulting April 2001 - April 2006
Blue Cross Blue Shield of Florida June 1998 - April 2001
Foundation Health (now Health Net) July 1996 - June 1998
PCA Health Plans (now Humana) September 1992 - July 1996
Skills
Sales Operations, Account Management, Compliance, Underwriting, Health Insurance, Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Medicare, Managed Care, Health Policy, Brokers, CRM, Healthcare, Health Savings Accounts, Management, Claim, HMO, Benefits Administration, Customer Retention, Sales, Strategy, Training, PPO, Medicaid, Life Insurance, Business Development
Education
Eckerd College 2006 — 2011
BA pending, Business Management
Chrisje Mays, PHR, SHRM-CP's Wallace Welch & Willingham Experience July 2009 - Present
Job Account Executive at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham July 2009 - Present
Keller Williams, St. Petersburg/Brandon/Tampa March 2005 - Present
Skills
Condos, Relocation, Short Sales, Real Estate, Employee Benefits, Brokers, Health Insurance, Health Savings Accounts, Term Life Insurance, Disability Insurance, Life Insurance, Claim, COBRA, Benefits Administration, Group Insurance, Underwriting, Investment Properties, Sales, Marketing, Investors, Insurance, Long-term Care, Property & Casualty..., Medicare, Liability, Umbrella Insurance
Education
Flagler College 1981 — 1985
Wallace Welch & Willingham July 2009 - Present
Keller Williams, St. Petersburg/Brandon/Tampa March 2005 - Present
Skills
Condos, Relocation, Short Sales, Real Estate, Employee Benefits, Brokers, Health Insurance, Health Savings Accounts, Term Life Insurance, Disability Insurance, Life Insurance, Claim, COBRA, Benefits Administration, Group Insurance, Underwriting, Investment Properties, Sales, Marketing, Investors, Insurance, Long-term Care, Property & Casualty..., Medicare, Liability, Umbrella Insurance
Education
Flagler College 1981 — 1985
Trish Blocker's Wallace Welch & Willingham Experience January 2012 - Present
Job Wellness Coordinator at Wallace Welch & Willingham
Industry Health, Wellness and Fitness
Experience
Wallace Welch & Willingham January 2012 - Present
Health and Wellness Professionals, Inc. June 2010 - January 2012
Health Point Medical Group January 1995 - May 1999
Skills
Microsoft Office, Managed Care, Customer Service, Analysis, Team Building, Sales, Employee Wellness..., Management, Risk Management, Marketing, Leadership, Customer Satisfaction, Strategic Planning, Program Management, Health Education, Budgets, Microsoft Word, Wellness, Employee Relations, Microsoft Excel, Training, Nonprofits, Business Development, New Business Development, Corporations, Brokers, Employee Wellness, Health Insurance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
BS, Business Administration
Wallace Welch & Willingham January 2012 - Present
Health and Wellness Professionals, Inc. June 2010 - January 2012
Health Point Medical Group January 1995 - May 1999
Skills
Microsoft Office, Managed Care, Customer Service, Analysis, Team Building, Sales, Employee Wellness..., Management, Risk Management, Marketing, Leadership, Customer Satisfaction, Strategic Planning, Program Management, Health Education, Budgets, Microsoft Word, Wellness, Employee Relations, Microsoft Excel, Training, Nonprofits, Business Development, New Business Development, Corporations, Brokers, Employee Wellness, Health Insurance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
BS, Business Administration
Billy Kauffman's Wallace Welch & Willingham Experience August 2015 - Present
Job Commercial Insurance Technician at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham August 2015 - Present
Wallace Welch & Willingham May 2015 - August 2015
Teach Them Diligently Homeschool Convention December 2014 - May 2015
Bob Jones University January 2013 - May 2015
United States Senator Tim Scott August 2014 - December 2014
The Wilds Christian Camp & Conference Center May 2014 - August 2014
Skills
Sales, Microsoft Office, Facebook, Marketing, Leadership Development, Marketing Communications, Business Analysis, Leadership, Strategic Planning, PowerPoint, Customer Service, QuickBooks, Entrepreneurship, Public Speaking, Microsoft Excel, Training, Invoicing, Logistics, Community Outreach, Teamwork, New Business Development, Financial Analysis, Social Media Marketing, Business Strategy, Strategic Financial..., Public Relations, Recruiting
Education
Bob Jones University 2012 — 2015
Bachelor’s Degree, Business Administration
Wallace Welch & Willingham August 2015 - Present
Wallace Welch & Willingham May 2015 - August 2015
Teach Them Diligently Homeschool Convention December 2014 - May 2015
Bob Jones University January 2013 - May 2015
United States Senator Tim Scott August 2014 - December 2014
The Wilds Christian Camp & Conference Center May 2014 - August 2014
Skills
Sales, Microsoft Office, Facebook, Marketing, Leadership Development, Marketing Communications, Business Analysis, Leadership, Strategic Planning, PowerPoint, Customer Service, QuickBooks, Entrepreneurship, Public Speaking, Microsoft Excel, Training, Invoicing, Logistics, Community Outreach, Teamwork, New Business Development, Financial Analysis, Social Media Marketing, Business Strategy, Strategic Financial..., Public Relations, Recruiting
Education
Bob Jones University 2012 — 2015
Bachelor’s Degree, Business Administration
William Pekrul William Pekrul's Wallace Welch & Willingham Experience February 2006 - September 2008
Job Vice President of Sales at Wallace Insurance, Inc
Industry Insurance
Experience
Wallace Insurance, Inc April 2015 - Present
Andrews International September 2013 - April 2015
Andrews International August 2012 - September 2013
Andrews International July 2011 - September 2013
South Pinellas Medical Trust October 2008 - June 2010
Wallace Welch & Willingham February 2006 - September 2008
Skills
Competitive Analysis, Research, Marketing, Sales, Account Management, Analysis, Marketing Strategy, Business Planning, Marketing Research, Social Media, Editing, Private Investigations, Social Media Marketing, Media Monitoring, Public Records, Case Managment
Education
Florida International University 2011 — 2012
Master of Arts, International Business
University of Florida 2004 — 2008
BA, Political Science
St. Petersburg High School 2000 — 2004
Wallace Insurance, Inc April 2015 - Present
Andrews International September 2013 - April 2015
Andrews International August 2012 - September 2013
Andrews International July 2011 - September 2013
South Pinellas Medical Trust October 2008 - June 2010
Wallace Welch & Willingham February 2006 - September 2008
Skills
Competitive Analysis, Research, Marketing, Sales, Account Management, Analysis, Marketing Strategy, Business Planning, Marketing Research, Social Media, Editing, Private Investigations, Social Media Marketing, Media Monitoring, Public Records, Case Managment
Education
Florida International University 2011 — 2012
Master of Arts, International Business
University of Florida 2004 — 2008
BA, Political Science
St. Petersburg High School 2000 — 2004
Joshua Ferret's Wallace Welch & Willingham Experience April 2009 - Present
Job Business Development Center Technician at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham April 2009 - Present
Fleet Street Remarketing January 2011 - December 2011
Wallace Welch & Willingham April 2007 - April 2009
Skills
Graphic Design, HTML 5, CSS3, Microsoft Office, jQuery, WordPress, Dreamweaver, JavaScript, Photoshop, SEO, Database Administration, PowerPoint, Facebook, Twitter, Google+, Digital Printing, CSS
Education
St. Petersburg College 2009 — 2012
AS, Web Page, Digital/Multimedia and Information Resources Design
BETA Academy - Gibbs High School 2006 — 2009
High School Diploma, Web Design, Networking
Wallace Welch & Willingham April 2009 - Present
Fleet Street Remarketing January 2011 - December 2011
Wallace Welch & Willingham April 2007 - April 2009
Skills
Graphic Design, HTML 5, CSS3, Microsoft Office, jQuery, WordPress, Dreamweaver, JavaScript, Photoshop, SEO, Database Administration, PowerPoint, Facebook, Twitter, Google+, Digital Printing, CSS
Education
St. Petersburg College 2009 — 2012
AS, Web Page, Digital/Multimedia and Information Resources Design
BETA Academy - Gibbs High School 2006 — 2009
High School Diploma, Web Design, Networking
Martin Kullman Martin Kullman's Wallace Welch & Willingham Experience July 2009 - Present
Job Benefits Consultant
Industry Insurance
Experience
Wallace Welch & Willingham July 2009 - Present
Raymond James & Associates 1992 - 2009
Education
University of Tampa - John H. Sykes College of Business 2005 — 2006
MBA
Strome College of Business 1987 — 1992
BSBA, Business
Wallace Welch & Willingham July 2009 - Present
Raymond James & Associates 1992 - 2009
Education
University of Tampa - John H. Sykes College of Business 2005 — 2006
MBA
Strome College of Business 1987 — 1992
BSBA, Business
Billie Bowman, AINS Billie Bowman, AINS's Wallace Welch & Willingham Experience June 1989 - Present
Job Personal Insurance Advisor at Wallace Welch & Willingham Inc.
Industry Insurance
Experience
Wallace Welch & Willingham June 1989 - Present
Skills
Property & Casualty..., Umbrella Insurance, Insurance, Liability, Term Life Insurance, Underwriting, Health Insurance, General Insurance, Casualty Insurance, Claims Management, Customer Service, Sales, Excess, Brokers, Life Insurance, New Business Development, Boat, Motorcycle, Excess & Surplus Lines
Education
St. Petersburg College
Wallace Welch & Willingham June 1989 - Present
Skills
Property & Casualty..., Umbrella Insurance, Insurance, Liability, Term Life Insurance, Underwriting, Health Insurance, General Insurance, Casualty Insurance, Claims Management, Customer Service, Sales, Excess, Brokers, Life Insurance, New Business Development, Boat, Motorcycle, Excess & Surplus Lines
Education
St. Petersburg College
Kirstin Johnson Kirstin Johnson's Wallace Welch & Willingham Experience April 2004 - October 2006
Job Financial Analyis and Capital Portfolio Planning
Industry Management Consulting
Experience
Dynamic Pro Inc. December 2013 - May 2014
Center for Naval Analyses June 2008 - May 2013
American Cancer Society 2007 - 2007
Wallace Welch & Willingham April 2004 - October 2006
Wood Company Inc. 1999 - 2004
Skills
Government, Training, Analysis, Public Speaking, Strategic Planning, Strategy, Research, Program Management, Policy Analysis, Policy, Consulting, Project Planning, Data Analysis, Proposal Writing, Statistics, Defense, Report Writing, National Security, SPSS, Staff Development, Nonprofits, Community Outreach, International Relations, Quantitative Analytics, Economic Research, Stata, Homeland Security, Emergency Management, Operations Research, Epidemiology, Event Planning, PowerPoint, Public Policy, Qualitative Research, Grant Writing, Economics, Program Evaluation, Econometrics, Quantitative Research, Predictive Modeling, Foreign Policy, Business Development, Non-profits, Financial Planning
Education
The Johns Hopkins University 2009 — 2012
Masters, Applied Economics
University of Florida - Warrington College Of Business 1999 — 2003
Bachelor of Science (BS), Business Administration with Marketing Specialization
Dynamic Pro Inc. December 2013 - May 2014
Center for Naval Analyses June 2008 - May 2013
American Cancer Society 2007 - 2007
Wallace Welch & Willingham April 2004 - October 2006
Wood Company Inc. 1999 - 2004
Skills
Government, Training, Analysis, Public Speaking, Strategic Planning, Strategy, Research, Program Management, Policy Analysis, Policy, Consulting, Project Planning, Data Analysis, Proposal Writing, Statistics, Defense, Report Writing, National Security, SPSS, Staff Development, Nonprofits, Community Outreach, International Relations, Quantitative Analytics, Economic Research, Stata, Homeland Security, Emergency Management, Operations Research, Epidemiology, Event Planning, PowerPoint, Public Policy, Qualitative Research, Grant Writing, Economics, Program Evaluation, Econometrics, Quantitative Research, Predictive Modeling, Foreign Policy, Business Development, Non-profits, Financial Planning
Education
The Johns Hopkins University 2009 — 2012
Masters, Applied Economics
University of Florida - Warrington College Of Business 1999 — 2003
Bachelor of Science (BS), Business Administration with Marketing Specialization
Jackie Irby's Wallace Welch & Willingham Experience May 2001 - November 2007
Job S Pinellas Medical Trust and Wallace Insurance Inc
Industry Insurance
Experience
Wallace Insurance Inc October 2013 - Present
Starlite Cafe March 2011 - August 2011
AAA Auto Club South May 2009 - March 2011
Wallace Welch & Willingham May 2001 - November 2007
Skills
Chef, 220 Agent, Health Agent, Property & Casualty..., Insurance, Sales, Umbrella Insurance, Commercial Insurance
Education
Le Cordon Bleu 2007 — 2008
Chef, Culinary
University of Florida
BS, Advertising
Wallace Insurance Inc October 2013 - Present
Starlite Cafe March 2011 - August 2011
AAA Auto Club South May 2009 - March 2011
Wallace Welch & Willingham May 2001 - November 2007
Skills
Chef, 220 Agent, Health Agent, Property & Casualty..., Insurance, Sales, Umbrella Insurance, Commercial Insurance
Education
Le Cordon Bleu 2007 — 2008
Chef, Culinary
University of Florida
BS, Advertising
David Cosper's Wallace Welch & Willingham Experience March 2011 - Present
Job Hospitality Risk Management Specialist | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham March 2011 - Present
Stahl & Associates Insurance October 2007 - March 2011
Gallagher Re 2005 - 2007
Skills
Umbrella Insurance, Professional Liability, Property & Casualty..., Workers Compensation, D&O, Commercial Lines, Employment Practices...
Education
Rollins College 2002 — 2005
Bachellor of Science, Political Science and Government
University of Florida 2001 — 2003
Countryside
Wallace Welch & Willingham March 2011 - Present
Stahl & Associates Insurance October 2007 - March 2011
Gallagher Re 2005 - 2007
Skills
Umbrella Insurance, Professional Liability, Property & Casualty..., Workers Compensation, D&O, Commercial Lines, Employment Practices...
Education
Rollins College 2002 — 2005
Bachellor of Science, Political Science and Government
University of Florida 2001 — 2003
Countryside
Lara Hise, AIF's Wallace Welch & Willingham Experience August 2007 - November 2010
Job TPA Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica December 2014 - Present
Aspire Financial Services, LLC October 2012 - December 2014
American Pension Services, Inc. December 2010 - October 2012
Wallace Welch & Willingham August 2007 - November 2010
ING Financial 2003 - 2007
American Pension Services, LLC 2001 - 2003
SunTrust Bank January 2000 - February 2001
Raymond James Financial 1994 - 1999
Skills
Competitive Analysis, Fiduciary, 401k, Pensions, Mutual Funds, Financial Advisory, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Investments, Profit Sharing
Education
Indiana University Bloomington 1986 — 1991
Transamerica December 2014 - Present
Aspire Financial Services, LLC October 2012 - December 2014
American Pension Services, Inc. December 2010 - October 2012
Wallace Welch & Willingham August 2007 - November 2010
ING Financial 2003 - 2007
American Pension Services, LLC 2001 - 2003
SunTrust Bank January 2000 - February 2001
Raymond James Financial 1994 - 1999
Skills
Competitive Analysis, Fiduciary, 401k, Pensions, Mutual Funds, Financial Advisory, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Investments, Profit Sharing
Education
Indiana University Bloomington 1986 — 1991
Scott Gramling's Wallace Welch & Willingham Experience October 1989 - Present
Job CEO, Wallace Welch & Willingham inc
Industry Insurance
Experience
Wallace Welch & Willingham October 1989 - Present
Skills
Insurance, Sales, Shareholder Value, Business Strategy, Alternative Risk Finance, Workers Compensation, Strategic Planning, Sales Management, Professional Liability, New Business Development, Management, Marketing, Commercial Insurance, Customer Service
Education
University of South Florida 1987 — 1989
Bachelor of Science, Computer Technology/Computer Systems Technology, Cum Laude
University of Florida 1984 — 1987
Associate of Arts and Sciences (AAS), Chemistry
Wallace Welch & Willingham October 1989 - Present
Skills
Insurance, Sales, Shareholder Value, Business Strategy, Alternative Risk Finance, Workers Compensation, Strategic Planning, Sales Management, Professional Liability, New Business Development, Management, Marketing, Commercial Insurance, Customer Service
Education
University of South Florida 1987 — 1989
Bachelor of Science, Computer Technology/Computer Systems Technology, Cum Laude
University of Florida 1984 — 1987
Associate of Arts and Sciences (AAS), Chemistry
Joan Randolph's Wallace Welch & Willingham Experience March 2006 - January 2009
Job Business Service Agent at Comegys Insurance Agency
Industry Insurance
Experience
Comegys Insurance Agency June 2015 - Present
Lassiter Ware Insurance June 2009 - June 2015
Wallace Welch & Willingham March 2006 - January 2009
Mutual Insurance Inc. November 1997 - March 2006
Skills
Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Liability, Legal Liability, Casualty, Insurance, Underwriting, Commercial Lines, Employment Practices..., General Insurance, Umbrella Insurance, D&O, Customer Service, Claim, Property, Small Business, Brokers, Inland Marine, Casualty Insurance
Education
University of South Florida 1977 — 1980
BA, Political Science
University of South Florida-St. Petersburg Campus 1977 — 1980
Bachelor of Arts (B.A.), Political Science
Comegys Insurance Agency June 2015 - Present
Lassiter Ware Insurance June 2009 - June 2015
Wallace Welch & Willingham March 2006 - January 2009
Mutual Insurance Inc. November 1997 - March 2006
Skills
Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Liability, Legal Liability, Casualty, Insurance, Underwriting, Commercial Lines, Employment Practices..., General Insurance, Umbrella Insurance, D&O, Customer Service, Claim, Property, Small Business, Brokers, Inland Marine, Casualty Insurance
Education
University of South Florida 1977 — 1980
BA, Political Science
University of South Florida-St. Petersburg Campus 1977 — 1980
Bachelor of Arts (B.A.), Political Science
Darren Scott, CWCS's Wallace Welch & Willingham Experience May 1994 - Present
Job Property & Casualty Division | Shareholder | Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham May 1994 - Present
Skills
Property & Casualty..., Insurance, Disability Insurance, Workers Compensation, Health Savings Accounts, Underwriting, Employee Benefits, Health Insurance, Commercial Insurance, Sales, Account Management, Casualty, Liability, Life Insurance, Professional Liability, Commercial Lines, Brokers, Umbrella Insurance, Legal Liability, Employment Practices..., Term Life Insurance
Education
Florida State University 1991 — 1994
Bachelor of Arts, English with an Emphasis in Business
Wallace Welch & Willingham May 1994 - Present
Skills
Property & Casualty..., Insurance, Disability Insurance, Workers Compensation, Health Savings Accounts, Underwriting, Employee Benefits, Health Insurance, Commercial Insurance, Sales, Account Management, Casualty, Liability, Life Insurance, Professional Liability, Commercial Lines, Brokers, Umbrella Insurance, Legal Liability, Employment Practices..., Term Life Insurance
Education
Florida State University 1991 — 1994
Bachelor of Arts, English with an Emphasis in Business
Leila Bitterli's Wallace Welch & Willingham Experience 2006 - 2008
Job Business Manager
Industry Legal Services
Experience
Ivy Group Consultants, Inc. October 2012 - Present
Wallace Welch & Willingham 2006 - 2008
State Farm Insurance Agency 2001 - 2006
University of Miami School of International Studies August 2000 - June 2001
Skills
Nutrition, Wellness, Holistic Health, Public Speaking, Event Planning, Marketing, Social Media, Wellbeing, Small Business, Negotiation, Wellness Coaching, Insurance, Nutritional Counseling, Lifestyle, Health Education, Risk Management, Sales, Customer Service, Health Insurance, Management, Contract Negotiation, Leadership, Marketing Strategy, Microsoft Word
Education
Virginia Polytechnic Institute and State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.51
University of Miami, School of International Studies 2000 — 2001
Master of Arts (Incomplete), International Political Economy
Eckerd College 1996 — 1999
Bachelor of Arts (BA), International/Global Studies
St. Pete High 1992 — 1996
International Baccalaureate, Psychology, French, Art
Ivy Group Consultants, Inc. October 2012 - Present
Wallace Welch & Willingham 2006 - 2008
State Farm Insurance Agency 2001 - 2006
University of Miami School of International Studies August 2000 - June 2001
Skills
Nutrition, Wellness, Holistic Health, Public Speaking, Event Planning, Marketing, Social Media, Wellbeing, Small Business, Negotiation, Wellness Coaching, Insurance, Nutritional Counseling, Lifestyle, Health Education, Risk Management, Sales, Customer Service, Health Insurance, Management, Contract Negotiation, Leadership, Marketing Strategy, Microsoft Word
Education
Virginia Polytechnic Institute and State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.51
University of Miami, School of International Studies 2000 — 2001
Master of Arts (Incomplete), International Political Economy
Eckerd College 1996 — 1999
Bachelor of Arts (BA), International/Global Studies
St. Pete High 1992 — 1996
International Baccalaureate, Psychology, French, Art
Jerry Carlson's Wallace Welch & Willingham Experience August 1997 - Present
Job Vice President & Employee Benefits Division Manager / Certified ACA Specialist
Industry Insurance
Experience
Wallace Welch & Willingham August 1997 - Present
Wallace Welch & Willingham August 1997 - Present
Pacific Life June 1984 - June 1997
Skills
Health Savings Accounts, Disability Insurance, Workers Compensation, Employee Benefits, Human Resources, Health Insurance, Insurance, Commercial Insurance, COBRA, Term Life Insurance, Life Insurance, Brokers, Benefits Administration, Medicare, Long-term Care, 401k
Education
Florida State University - College of Business 1977 — 1979
BS, Risk Management
St Petersburg College 1975 — 1977
AA, Accounting Business
Wallace Welch & Willingham August 1997 - Present
Wallace Welch & Willingham August 1997 - Present
Pacific Life June 1984 - June 1997
Skills
Health Savings Accounts, Disability Insurance, Workers Compensation, Employee Benefits, Human Resources, Health Insurance, Insurance, Commercial Insurance, COBRA, Term Life Insurance, Life Insurance, Brokers, Benefits Administration, Medicare, Long-term Care, 401k
Education
Florida State University - College of Business 1977 — 1979
BS, Risk Management
St Petersburg College 1975 — 1977
AA, Accounting Business
Kristy Myrick's Wallace Welch & Willingham Experience August 2002 - Present
Job Accounts Payable at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham August 2002 - Present
Skills
Accounting, Microsoft Excel, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Reporting, QuickBooks, Spreadsheets, Bookkeeping, General Ledger, Auditing, Journal Entries, Financial Statements, Bank Reconciliation, Financial Accounting
Education
St. Petersburg College
Associate's degree, Accounting and Finance
Wallace Welch & Willingham August 2002 - Present
Skills
Accounting, Microsoft Excel, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Reporting, QuickBooks, Spreadsheets, Bookkeeping, General Ledger, Auditing, Journal Entries, Financial Statements, Bank Reconciliation, Financial Accounting
Education
St. Petersburg College
Associate's degree, Accounting and Finance
Julie Durham's Wallace Welch & Willingham Experience April 2013 - Present
Job Commercial Lines Insurance Professional
Industry Insurance
Experience
Wallace Welch & Willingham April 2013 - Present
Novak Insurance Agency February 2012 - February 2013
America First Insurance February 2008 - February 2012
Fireman's Fund Insurance Company October 2006 - February 2008
Wm French Buyer's Real Estate September 2004 - October 2006
Lee Hecht Harrison April 2002 - September 2004
Hawkeye Security Insurance Company October 1996 - April 2002
Skills
Insurance, Customer Service, Customer Relations, Underwriting, New Business Development, Process Improvement, Microsoft Excel, Sales, Microsoft Word, Marketing, Training, Real Estate, Analysis, Accounts Receivable, Negotiation, Workers Compensation, Call Center, Accounts Payable, Invoicing, Outlook, General Insurance, Access, Casualty, Claim, Commercial Lines
Education
Maryville University of Saint Louis 1998 — 2000
Bachelor of Science, Business Administration
Southeast Missouri State University 1988 — 1992
Bachelor of Science, Recreation
summer internship
Wallace Welch & Willingham April 2013 - Present
Novak Insurance Agency February 2012 - February 2013
America First Insurance February 2008 - February 2012
Fireman's Fund Insurance Company October 2006 - February 2008
Wm French Buyer's Real Estate September 2004 - October 2006
Lee Hecht Harrison April 2002 - September 2004
Hawkeye Security Insurance Company October 1996 - April 2002
Skills
Insurance, Customer Service, Customer Relations, Underwriting, New Business Development, Process Improvement, Microsoft Excel, Sales, Microsoft Word, Marketing, Training, Real Estate, Analysis, Accounts Receivable, Negotiation, Workers Compensation, Call Center, Accounts Payable, Invoicing, Outlook, General Insurance, Access, Casualty, Claim, Commercial Lines
Education
Maryville University of Saint Louis 1998 — 2000
Bachelor of Science, Business Administration
Southeast Missouri State University 1988 — 1992
Bachelor of Science, Recreation
summer internship
Robert Lundy's Wallace Welch & Willingham Experience April 2011 - Present
Job Sr. Account Executive at Wallace Welch & Willingham
Industry Insurance
Experience
Wallace Welch & Willingham April 2011 - Present
Bouchard Insurance July 2007 - April 2011
Bouchard Insurance June 2006 - July 2007
Bankers Risk Management Services 1995 - 2000
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Brokers, Property & Casualty..., Health Savings Accounts, Disability Insurance, Workers Compensation, Commercial Insurance, Term Life Insurance, Professional Liability, Life Insurance, Legal Liability, Commercial Lines, Casualty, D&O, Liability, Claim
Education
University of Richmond - Robins School of Business 1982 — 1986
BS, Business Administration and Management, General
Wallace Welch & Willingham April 2011 - Present
Bouchard Insurance July 2007 - April 2011
Bouchard Insurance June 2006 - July 2007
Bankers Risk Management Services 1995 - 2000
Skills
Health Insurance, Employee Benefits, Insurance, Underwriting, Brokers, Property & Casualty..., Health Savings Accounts, Disability Insurance, Workers Compensation, Commercial Insurance, Term Life Insurance, Professional Liability, Life Insurance, Legal Liability, Commercial Lines, Casualty, D&O, Liability, Claim
Education
University of Richmond - Robins School of Business 1982 — 1986
BS, Business Administration and Management, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO