Wells Fargo Insurance Services
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1,994 Wells Fargo Insurance Services employees in database. Find out everything there's to know about Wells Fargo Insurance Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Insurance Services Employees
Employee
Years
Job
Industry
Spencer R. Allen, Jr. Spencer R. Allen, Jr.'s Wells Fargo Insurance Services Experience 2009 - Present
Job SVP & Practice Leader at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services 2001 - 2009
Hamilton Dorsey Alston Company 1993 - September 2001
Duncan Peek 1988 - 1993
Skills
Health Insurance, Employee Benefits, Underwriting, Insurance, Health Savings Accounts, Brokers, Disability Insurance, ERISA, Risk Management, Life Insurance, COBRA, Benefits Administration, Strategic Planning, Mergers, Mergers & Acquisitions, Retirement, Term Life Insurance, Long-term Care, Workers Compensation, Leadership, 401k, Defined Benefit, Claim, Investments, Pensions, Fixed Annuities, Retirement Planning, Professional Liability, Commercial Insurance, Property & Casualty..., Account Management, Sales, Management, Managed Care, Customer Service, Financial Risk, Process Improvement, Medicare, Team Building, General Insurance, New Business Development, Consulting, Strategy, Marketing, Business Development
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management
Sewanee-The University of the South 1980 — 1982
Economics
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services 2001 - 2009
Hamilton Dorsey Alston Company 1993 - September 2001
Duncan Peek 1988 - 1993
Skills
Health Insurance, Employee Benefits, Underwriting, Insurance, Health Savings Accounts, Brokers, Disability Insurance, ERISA, Risk Management, Life Insurance, COBRA, Benefits Administration, Strategic Planning, Mergers, Mergers & Acquisitions, Retirement, Term Life Insurance, Long-term Care, Workers Compensation, Leadership, 401k, Defined Benefit, Claim, Investments, Pensions, Fixed Annuities, Retirement Planning, Professional Liability, Commercial Insurance, Property & Casualty..., Account Management, Sales, Management, Managed Care, Customer Service, Financial Risk, Process Improvement, Medicare, Team Building, General Insurance, New Business Development, Consulting, Strategy, Marketing, Business Development
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Risk Management
Sewanee-The University of the South 1980 — 1982
Economics
Peder Melin Peder Melin's Wells Fargo Insurance Services Experience 1999 - Present
Job Team Leader Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services 1999 - Present
Aon Risk Solutions 1994 - 1999
Skills
Commercial Insurance, Risk Management, Commercial Property &..., Underwriting, Workers Compensation, Property & Casualty..., Professional Liability, Program Management, Insurance, Leadership, Employee Benefits, Brokers, Commercial Lines, Umbrella Insurance, Property Management, Sales, Team Building, Customer Service, Financial Analysis
Education
Saint Cloud State University - G.R. Herberger College of Business 1987 — 1992
Bachelor of Science, Business Administration, Risk Management & Insurance
Wells Fargo Insurance Services 1999 - Present
Aon Risk Solutions 1994 - 1999
Skills
Commercial Insurance, Risk Management, Commercial Property &..., Underwriting, Workers Compensation, Property & Casualty..., Professional Liability, Program Management, Insurance, Leadership, Employee Benefits, Brokers, Commercial Lines, Umbrella Insurance, Property Management, Sales, Team Building, Customer Service, Financial Analysis
Education
Saint Cloud State University - G.R. Herberger College of Business 1987 — 1992
Bachelor of Science, Business Administration, Risk Management & Insurance
Cindy Randi Cindy Randi's Wells Fargo Insurance Services Experience May 2013 - March 2014
Job Health and Life Insurance
Industry Insurance
Experience
RSC Logistics, LLC July 2015 - Present
Wells Fargo Insurance Services May 2013 - March 2014
Simplifi Administrators May 1993 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Insurance, Microsoft Word, Administrative..., Accounts Receivable, Accounts Payable, Outlook, Financial Reporting, Lotus Notes, Windows, Office Administration, Administration, Account Management, Benefits Administration, Account Reconciliation, Invoicing, Access, Employee Benefits, Data Entry, Health Insurance, Voluntary Employee..., 10 Key, Flexible Spending..., Strategic Planning, Claim, Healthcare, Life Insurance, Customer Service
Education
Savannah Technical College 2015 — 2016
Healthcare Assisting, Central Sterile Supply
Savannah Technical College 2014 — 2015
Health Care Assisant or Central Sterile Supply Processing Technician
Armstrong Atlantic State University 2009 — 2009
Professional and Continuing Education, Accounting and Bookkeeping
Tompkins High School 1972 — 1976
RSC Logistics, LLC July 2015 - Present
Wells Fargo Insurance Services May 2013 - March 2014
Simplifi Administrators May 1993 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Insurance, Microsoft Word, Administrative..., Accounts Receivable, Accounts Payable, Outlook, Financial Reporting, Lotus Notes, Windows, Office Administration, Administration, Account Management, Benefits Administration, Account Reconciliation, Invoicing, Access, Employee Benefits, Data Entry, Health Insurance, Voluntary Employee..., 10 Key, Flexible Spending..., Strategic Planning, Claim, Healthcare, Life Insurance, Customer Service
Education
Savannah Technical College 2015 — 2016
Healthcare Assisting, Central Sterile Supply
Savannah Technical College 2014 — 2015
Health Care Assisant or Central Sterile Supply Processing Technician
Armstrong Atlantic State University 2009 — 2009
Professional and Continuing Education, Accounting and Bookkeeping
Tompkins High School 1972 — 1976
Allen Madden Allen Madden's Wells Fargo Insurance Services Experience June 2015 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2015 - Present
McGriff, Seibels & Williams October 2002 - June 2015
Swartz Capital April 2000 - October 2002
Skills
Insurance, Risk Management, Property & Casualty..., Mergers, Due Diligence, Casualty, Workers Compensation, Mergers & Acquisitions, Professional Liability, Underwriting, Brokers, Financial Risk, Legal Liability, D&O, Commercial Insurance, Liability, Casualty Insurance, Finance
Education
Southern Methodist University 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
The Lovett School 1978 — 1986
Wells Fargo Insurance Services June 2015 - Present
McGriff, Seibels & Williams October 2002 - June 2015
Swartz Capital April 2000 - October 2002
Skills
Insurance, Risk Management, Property & Casualty..., Mergers, Due Diligence, Casualty, Workers Compensation, Mergers & Acquisitions, Professional Liability, Underwriting, Brokers, Financial Risk, Legal Liability, D&O, Commercial Insurance, Liability, Casualty Insurance, Finance
Education
Southern Methodist University 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
The Lovett School 1978 — 1986
Emmie Munns Emmie Munns's Wells Fargo Insurance Services Experience October 2013 - Present
Job Map Specialist at FEMA Map Information eXchange
Industry Insurance
Experience
Wells Fargo Insurance Services October 2013 - Present
Optimal Solutions and Technologies, Inc. August 2009 - November 2010
Electirical Data Systems January 2003 - March 2009
Skills
Process Improvement, Strategic Planning, Program Management, PowerPoint, General Insurance, Underwriting, Human Resources, Project Management, Casualty, Technical Recruiting, Change Management, Microsoft Word, Organizational...
Education
Strayer University-Maryland 2006 — 2013
Bachelor of Applied Science (B.A.Sc.), Information Systems
Strayer University-Maryland 2010 — 2012
MBA, Business Administration and Management, General
Wells Fargo Insurance Services October 2013 - Present
Optimal Solutions and Technologies, Inc. August 2009 - November 2010
Electirical Data Systems January 2003 - March 2009
Skills
Process Improvement, Strategic Planning, Program Management, PowerPoint, General Insurance, Underwriting, Human Resources, Project Management, Casualty, Technical Recruiting, Change Management, Microsoft Word, Organizational...
Education
Strayer University-Maryland 2006 — 2013
Bachelor of Applied Science (B.A.Sc.), Information Systems
Strayer University-Maryland 2010 — 2012
MBA, Business Administration and Management, General
Christine Leise Christine Leise's Wells Fargo Insurance Services Experience December 2001 - September 2012
Job Area Vice President at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. July 2014 - Present
Marsh & McLennan Agency March 2013 - June 2014
Foa & Son September 2012 - February 2013
Wells Fargo Insurance Services December 2001 - September 2012
H & R Phillips August 1998 - December 2001
Skills
Property & Casualty..., Risk Management, Commercial Insurance, Employee Benefits, New Business Development, Management, Analysis, Sales, Finance, Nonprofits, Leadership, Strategic Planning, Executive Management, Financial Services, Mergers & Acquisitions, Professional Liability
Education
SUNY Stony Brook
Arthur J. Gallagher & Co. July 2014 - Present
Marsh & McLennan Agency March 2013 - June 2014
Foa & Son September 2012 - February 2013
Wells Fargo Insurance Services December 2001 - September 2012
H & R Phillips August 1998 - December 2001
Skills
Property & Casualty..., Risk Management, Commercial Insurance, Employee Benefits, New Business Development, Management, Analysis, Sales, Finance, Nonprofits, Leadership, Strategic Planning, Executive Management, Financial Services, Mergers & Acquisitions, Professional Liability
Education
SUNY Stony Brook
Jodi Schallhorn's Wells Fargo Insurance Services Experience May 2015 - Present
Job Account Rep at Wells Fargo Insurance Services
Industry Real Estate
Experience
Wells Fargo Insurance Services May 2015 - Present
Riverstone Residential Group February 2009 - Present
Greystar October 2014 - May 2015
Riverstone Residential Group April 2013 - May 2015
XL Insurance; Winterthur Insurance September 1995 - August 2004
Skills
Marketing, Property Management, Commercial Insurance, Administrative..., Office Management, Customer Service, Property & Casualty..., Microsoft Excel, Insurance, Casualty Insurance, Claims Management
Education
Southeastern Louisiana University 1980 — 1984
Bachelor's degree, Marketing
Wells Fargo Insurance Services May 2015 - Present
Riverstone Residential Group February 2009 - Present
Greystar October 2014 - May 2015
Riverstone Residential Group April 2013 - May 2015
XL Insurance; Winterthur Insurance September 1995 - August 2004
Skills
Marketing, Property Management, Commercial Insurance, Administrative..., Office Management, Customer Service, Property & Casualty..., Microsoft Excel, Insurance, Casualty Insurance, Claims Management
Education
Southeastern Louisiana University 1980 — 1984
Bachelor's degree, Marketing
Foster Stangel Foster Stangel's Wells Fargo Insurance Services Experience 2006 - 2009
Job Staff Auditor at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
U.S. Bank August 2012 - July 2015
Wells Fargo Advisors January 2010 - July 2012
Wells Fargo Insurance Services 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Original Mattress Factory 2001 - 2005
The Circle Newspaper 2000 - 2001
Skills
Series 7, Financial Services, Mutual Funds, 401k, Investments, Securities, Retirement Planning, Retirement, Insurance, FINRA, Series 66, Fixed Annuities, Wealth Management, Strategic Financial..., Series 9, Series 10, Tax Preparation, Income Tax, Accounting, Auditing
Education
University of Minnesota-Twin Cities 2013 — 2015
College of Continuing Education Accounting Certificate Program, Accounting
St. Cloud State University 1994 — 2000
BS, Mass Communications
U.S. Bank July 2015 - Present
U.S. Bank August 2012 - July 2015
Wells Fargo Advisors January 2010 - July 2012
Wells Fargo Insurance Services 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Original Mattress Factory 2001 - 2005
The Circle Newspaper 2000 - 2001
Skills
Series 7, Financial Services, Mutual Funds, 401k, Investments, Securities, Retirement Planning, Retirement, Insurance, FINRA, Series 66, Fixed Annuities, Wealth Management, Strategic Financial..., Series 9, Series 10, Tax Preparation, Income Tax, Accounting, Auditing
Education
University of Minnesota-Twin Cities 2013 — 2015
College of Continuing Education Accounting Certificate Program, Accounting
St. Cloud State University 1994 — 2000
BS, Mass Communications
Lisa Wilson Gunn Mowery Lisa Wilson Gunn Mowery's Wells Fargo Insurance Services Experience March 2000 - December 2013
Job Commercial Account Executive at Gunn Mowery
Industry Insurance
Experience
Gunn Mowery December 2013 - Present
Wells Fargo Insurance Services March 2000 - December 2013
Travelers September 1992 - March 2000
Aetna October 1990 - September 1992
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Liability, Workers Compensation, Underwriting, Customer Service, Word, Microsoft Office, PowerPoint, General Insurance, Outlook, Excel, Analysis, Legal Liability, Marketing, Liability, Casualty Insurance
Education
Shippensburg Area High School
Shippensburg University of Pennsylvania
BS, Business/Commerce, General
Gunn Mowery December 2013 - Present
Wells Fargo Insurance Services March 2000 - December 2013
Travelers September 1992 - March 2000
Aetna October 1990 - September 1992
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Liability, Workers Compensation, Underwriting, Customer Service, Word, Microsoft Office, PowerPoint, General Insurance, Outlook, Excel, Analysis, Legal Liability, Marketing, Liability, Casualty Insurance
Education
Shippensburg Area High School
Shippensburg University of Pennsylvania
BS, Business/Commerce, General
Tecla Pinto Tecla Pinto's Wells Fargo Insurance Services Experience February 1995 - Present
Job SVP Regional Director at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services February 1995 - Present
Home Ins. Co. 1988 - 1995
Skills
Underwriting, Workers Compensation, Property & Casualty..., Employment Practices..., Professional Liability, Casualty, D&O, Legal Liability, Commercial Lines, Umbrella Insurance, Commercial Insurance, Brokers, Inland Marine, Liability, Surety Bonds, Captives, Risk Management, Casualty Insurance
Education
Seton Hall University 1971 — 1975
Bachlor of Arts, Romance Languages, Literatures, and Linguistics
University of Madrid 1972 — 1973
Hispanic Arts & Culture
Wells Fargo Insurance Services February 1995 - Present
Home Ins. Co. 1988 - 1995
Skills
Underwriting, Workers Compensation, Property & Casualty..., Employment Practices..., Professional Liability, Casualty, D&O, Legal Liability, Commercial Lines, Umbrella Insurance, Commercial Insurance, Brokers, Inland Marine, Liability, Surety Bonds, Captives, Risk Management, Casualty Insurance
Education
Seton Hall University 1971 — 1975
Bachlor of Arts, Romance Languages, Literatures, and Linguistics
University of Madrid 1972 — 1973
Hispanic Arts & Culture
Kay Schroeder Kay Schroeder's Wells Fargo Insurance Services Experience October 2001 - March 2003
Job Manufacturer's Representative
Industry Oil & Energy
Experience
MJ Systems August 2012 - Present
Morgan Stanley Smith Barney March 2010 - July 2012
Wells Fargo Investments October 2003 - March 2010
Wells Fargo Insurance Services October 2001 - March 2003
HD Vest (Formerly a Wells Fargo Company) December 1998 - October 2001
Mutual of Omaha December 1995 - October 1998
Skills
Life & Health Insurance..., Series 7, Series 24, Series 66, Series 31, CRPC Designation, Uniform Combined State..., Customer Service, Project Planning, Program Management, Insurance, Strategic Financial..., Business Planning, Budgets, Retirement Planning, CRM, Banking, Management, Portfolio Management, Finance, Mutual Funds, Leadership, Financial Analysis, Business Development, FINRA, New Business Development, Financial Planning
Education
Texas A&M University 1992 — 1995
BBA, International Marketing
MJ Systems August 2012 - Present
Morgan Stanley Smith Barney March 2010 - July 2012
Wells Fargo Investments October 2003 - March 2010
Wells Fargo Insurance Services October 2001 - March 2003
HD Vest (Formerly a Wells Fargo Company) December 1998 - October 2001
Mutual of Omaha December 1995 - October 1998
Skills
Life & Health Insurance..., Series 7, Series 24, Series 66, Series 31, CRPC Designation, Uniform Combined State..., Customer Service, Project Planning, Program Management, Insurance, Strategic Financial..., Business Planning, Budgets, Retirement Planning, CRM, Banking, Management, Portfolio Management, Finance, Mutual Funds, Leadership, Financial Analysis, Business Development, FINRA, New Business Development, Financial Planning
Education
Texas A&M University 1992 — 1995
BBA, International Marketing
Elizabeth MacGregor Elizabeth MacGregor's Wells Fargo Insurance Services Experience October 2011 - November 2012
Job United Airlines
Industry Accounting
Experience
United Airlines February 2014 - July 2014
Harland Clarke January 2013 - December 2013
Wells Fargo Insurance Services October 2011 - November 2012
Yucatan Beach Club July 2010 - June 2011
Delco Electric February 2009 - July 2010
Skills
Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation, QuickBooks, Sales Tax, Accounts Payable, Accounts Receivable, Financial Statements, Invoicing
Education
Oklahoma City University 2002 — 2002
Master's degree, Management
Texas A&M University-Corpus Christi 1995 — 1997
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Texas A&M University-Corpus Christi 1995 — 1997
Bachelor of Science (BS), Criminal Justice
United Airlines February 2014 - July 2014
Harland Clarke January 2013 - December 2013
Wells Fargo Insurance Services October 2011 - November 2012
Yucatan Beach Club July 2010 - June 2011
Delco Electric February 2009 - July 2010
Skills
Tax Preparation, Bookkeeping, Journal Entries, General Ledger, Tax Returns, Income Tax, Accounting, Tax, Account Reconciliation, QuickBooks, Sales Tax, Accounts Payable, Accounts Receivable, Financial Statements, Invoicing
Education
Oklahoma City University 2002 — 2002
Master's degree, Management
Texas A&M University-Corpus Christi 1995 — 1997
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Texas A&M University-Corpus Christi 1995 — 1997
Bachelor of Science (BS), Criminal Justice
Peggy Spadafina's Wells Fargo Insurance Services Experience January 2003 - February 2005
Job Director of Commercial Lines at Warwick Resource Group
Industry Insurance
Experience
Warwick Resource Group February 2015 - Present
Warwick Resource Group March 2013 - Present
PA Post Agency, LLC September 2008 - March 2013
Warwick Resource Group February 2005 - September 2008
Wells Fargo Insurance Services January 2003 - February 2005
Skills
Commercial Lines..., Commercial Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Employment Practices..., Umbrella Insurance, Legal Liability, D&O, Casualty, Liability, General Insurance, Workers Compensation
Education
SUNY Plattsburgh
Warwick Resource Group February 2015 - Present
Warwick Resource Group March 2013 - Present
PA Post Agency, LLC September 2008 - March 2013
Warwick Resource Group February 2005 - September 2008
Wells Fargo Insurance Services January 2003 - February 2005
Skills
Commercial Lines..., Commercial Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Employment Practices..., Umbrella Insurance, Legal Liability, D&O, Casualty, Liability, General Insurance, Workers Compensation
Education
SUNY Plattsburgh
Amanda Bodie, MBA's Wells Fargo Insurance Services Experience February 2014 - September 2015
Job Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo Insurance Services February 2014 - September 2015
Wells Fargo Mortgage February 2013 - December 2013
Wells Fargo 2008 - February 2013
Wells Fargo Bank September 1997 - May 2008
United Airlines July 1995 - July 1997
Skills
aq`, Process Improvement, Sales, Coaching, Team Building, Strategic Planning, Employee Relations, Customer Service, Conflict Resolution, Mortgage Lending, Onboarding, Financial Analysis, Sales Management, Budgets, Outlook, Operations Management, Loans Administration, Mortgage Underwriting, Call Center..., Bank Mergers, Expense Management, Leading Change, Strategic Thinking, Strategy Implementation, Talent Management, Recruiting, Building Relationships, Organizational..., Mentoring, Research, Fulfilment, Contact Center..., Project Management, Training, Forecasting, Financial Services, Banking, Marketing, Issue Resolution, Mortgage Banking, Mortgage Servicing, Performance Management, Management
Education
Texas Woman's University 2011 — 2012
Master of Business Administration (MBA)
University of Louisiana at Lafayette 1984 — 1989
Business, Marketing and English
Wells Fargo September 2015 - Present
Wells Fargo Insurance Services February 2014 - September 2015
Wells Fargo Mortgage February 2013 - December 2013
Wells Fargo 2008 - February 2013
Wells Fargo Bank September 1997 - May 2008
United Airlines July 1995 - July 1997
Skills
aq`, Process Improvement, Sales, Coaching, Team Building, Strategic Planning, Employee Relations, Customer Service, Conflict Resolution, Mortgage Lending, Onboarding, Financial Analysis, Sales Management, Budgets, Outlook, Operations Management, Loans Administration, Mortgage Underwriting, Call Center..., Bank Mergers, Expense Management, Leading Change, Strategic Thinking, Strategy Implementation, Talent Management, Recruiting, Building Relationships, Organizational..., Mentoring, Research, Fulfilment, Contact Center..., Project Management, Training, Forecasting, Financial Services, Banking, Marketing, Issue Resolution, Mortgage Banking, Mortgage Servicing, Performance Management, Management
Education
Texas Woman's University 2011 — 2012
Master of Business Administration (MBA)
University of Louisiana at Lafayette 1984 — 1989
Business, Marketing and English
Carrie Bourquein Carrie Bourquein's Wells Fargo Insurance Services Experience January 2010 - August 2014
Job Manager, Account Services at Moda Health
Industry Insurance
Experience
Moda Health August 2015 - Present
Mercer September 2014 - August 2015
Wells Fargo Insurance Services January 2010 - August 2014
Skills
Disability Insurance, Employee Benefits, Brokers, Sales, Benefits Administration, Health Insurance, Life Insurance, Insurance, Underwriting, Account Management, Customer Service, Management, Leadership, Team Building
Education
Scripps College 1988 — 1992
BA, Economics
Scripps College 1988 — 1992
Bachelor's degree, Economics
Moda Health August 2015 - Present
Mercer September 2014 - August 2015
Wells Fargo Insurance Services January 2010 - August 2014
Skills
Disability Insurance, Employee Benefits, Brokers, Sales, Benefits Administration, Health Insurance, Life Insurance, Insurance, Underwriting, Account Management, Customer Service, Management, Leadership, Team Building
Education
Scripps College 1988 — 1992
BA, Economics
Scripps College 1988 — 1992
Bachelor's degree, Economics
Sydney Stuart Sydney Stuart's Wells Fargo Insurance Services Experience March 2015 - Present
Job at
Industry Insurance
Experience
Wells Fargo Insurance Services March 2015 - Present
Parker, Smith & Feek March 2013 - February 2015
Crump Insurance January 2011 - March 2013
Skills
Insurance, Property & Casualty..., Commercial Insurance
Education
University of Washington 2007 — 2010
American Studies
Shoreline Community College 2004 — 2007
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration
Wells Fargo Insurance Services March 2015 - Present
Parker, Smith & Feek March 2013 - February 2015
Crump Insurance January 2011 - March 2013
Skills
Insurance, Property & Casualty..., Commercial Insurance
Education
University of Washington 2007 — 2010
American Studies
Shoreline Community College 2004 — 2007
Associate of Arts and Sciences (AAS), Criminal Justice/Law Enforcement Administration
Alex Huerta Alex Huerta's Wells Fargo Insurance Services Experience February 1995 - January 2004
Job Internal Sales Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Principal Financial Group March 2005 - December 2012
SelectQuote Insurance Services January 2004 - March 2005
Wells Fargo Insurance Services February 1995 - January 2004
Skills
Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, Health Savings Accounts, Group Insurance, Underwriting, Sales, Life Insurance, Brokers, Long-term Care, COBRA, 401k, Customer Retention, Group Benefits, Customer Service, Health underwriting, Long Term Care
Education
Tecnológico de Monterrey 1982 — 1986
Bachelor, Marketing
Principal Financial Group January 2013 - Present
Principal Financial Group March 2005 - December 2012
SelectQuote Insurance Services January 2004 - March 2005
Wells Fargo Insurance Services February 1995 - January 2004
Skills
Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, Health Savings Accounts, Group Insurance, Underwriting, Sales, Life Insurance, Brokers, Long-term Care, COBRA, 401k, Customer Retention, Group Benefits, Customer Service, Health underwriting, Long Term Care
Education
Tecnológico de Monterrey 1982 — 1986
Bachelor, Marketing
Meredith Schnur's Wells Fargo Insurance Services Experience January 2003 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2003 - Present
Chubb Insurance October 1997 - July 1999
AIG July 1994 - October 1997
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Brokers, Insurance, D&O, Liability, Employment Practices..., Legal Liability, Casualty, Risk Management, Reinsurance, General Insurance, Workers Compensation, Captives
Education
College of Insurance 1995 — 1999
Chartered Property Casualty Underwriter
State University of New York College at Oneonta 1989 — 1993
Bachelor's degree, Business/Economics
Wells Fargo Insurance Services January 2003 - Present
Chubb Insurance October 1997 - July 1999
AIG July 1994 - October 1997
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Brokers, Insurance, D&O, Liability, Employment Practices..., Legal Liability, Casualty, Risk Management, Reinsurance, General Insurance, Workers Compensation, Captives
Education
College of Insurance 1995 — 1999
Chartered Property Casualty Underwriter
State University of New York College at Oneonta 1989 — 1993
Bachelor's degree, Business/Economics
Beebe Sharkey's Wells Fargo Insurance Services Experience December 2010 - Present
Job Desktop Publishing Specialist at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services December 2010 - Present
Wells Fargo Insurance Services November 2008 - December 2010
Skills
Adobe Acrobat, Microsoft Office, Facebook, Adobe Creative Suite, InDesign, Photoshop, Final Cut Pro, SharePoint, Marketing Communications, Project Management, Copy Editing, Graphic Design, Illustrator, Marketing, Marketing Strategy, Print Collateral Design, Proposal Management, Proposal Preparation, Proposal Support, Proposal Writing, Salesforce.com, Sound design / mixing, Twitter
Education
Seattle Pacific University 2003 — 2008
Philosophy
Wells Fargo Insurance Services December 2010 - Present
Wells Fargo Insurance Services November 2008 - December 2010
Skills
Adobe Acrobat, Microsoft Office, Facebook, Adobe Creative Suite, InDesign, Photoshop, Final Cut Pro, SharePoint, Marketing Communications, Project Management, Copy Editing, Graphic Design, Illustrator, Marketing, Marketing Strategy, Print Collateral Design, Proposal Management, Proposal Preparation, Proposal Support, Proposal Writing, Salesforce.com, Sound design / mixing, Twitter
Education
Seattle Pacific University 2003 — 2008
Philosophy
Noelle McCall, CIC, CRM, CISR Noelle McCall, CIC, CRM, CISR's Wells Fargo Insurance Services Experience March 2014 - October 2014
Job Casualty Associate Advisory Specialist at Marsh
Industry Insurance
Experience
Marsh October 2014 - Present
Wells Fargo Insurance Services March 2014 - October 2014
Wells Fargo Insurance Services 2009 - March 2014
Wachovia Insurance Services, Inc. 2006 - 2009
Palmer & Cay 2001 - 2006
Nationwide Insurance 1997 - 2001
State Farm Insurance 1996 - 1997
Skills
Insurance, Risk Management, Management, International, Insurance Contract..., Commercial Insurance, Insurance Brokerage, Liability, Commercial Lines, Workers Compensation, Customer Service, Contract Negotiation, Underwriting, Account Management, Insurance Consulting, Team Management, Operations Management, Change Management, Mergers & Acquisitions, Microsoft Excel, Increasing Operational..., Project Management, Licensed Property &..., Casualty Insurance, Training, Increase Productivity, French, Increasing Employee..., Bonds, Multi Tasking, Highly detail oriented, Fast Learner, Team-oriented, Creative Solutions, SharePoint, Collaborative Problem..., Employment Practices..., Professional Liability, Property & Casualty..., Brokers, D&O, Personal Lines Insurance, Inland Marine
Education
Strayer University-North Carolina 2006 — 2013
Bachelor's Degree, Contracts & Acquisitions, International Business, Summa Cum Laude
Marsh October 2014 - Present
Wells Fargo Insurance Services March 2014 - October 2014
Wells Fargo Insurance Services 2009 - March 2014
Wachovia Insurance Services, Inc. 2006 - 2009
Palmer & Cay 2001 - 2006
Nationwide Insurance 1997 - 2001
State Farm Insurance 1996 - 1997
Skills
Insurance, Risk Management, Management, International, Insurance Contract..., Commercial Insurance, Insurance Brokerage, Liability, Commercial Lines, Workers Compensation, Customer Service, Contract Negotiation, Underwriting, Account Management, Insurance Consulting, Team Management, Operations Management, Change Management, Mergers & Acquisitions, Microsoft Excel, Increasing Operational..., Project Management, Licensed Property &..., Casualty Insurance, Training, Increase Productivity, French, Increasing Employee..., Bonds, Multi Tasking, Highly detail oriented, Fast Learner, Team-oriented, Creative Solutions, SharePoint, Collaborative Problem..., Employment Practices..., Professional Liability, Property & Casualty..., Brokers, D&O, Personal Lines Insurance, Inland Marine
Education
Strayer University-North Carolina 2006 — 2013
Bachelor's Degree, Contracts & Acquisitions, International Business, Summa Cum Laude
Nicole Clinton Nicole Clinton's Wells Fargo Insurance Services Experience June 2005 - May 2015
Job Senior Account Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies May 2015 - Present
Wells Fargo Insurance Services June 2005 - May 2015
Marsh & McLennan September 2003 - May 2005
PeopLease Corporation August 2002 - August 2003
Skills
Multi Tasking, Property & Casualty..., Outstanding verbal, Quality Assurance, Customer Oriented, Drive to Achieve, Team-oriented, Catastrophe Modeling, Risk Management, Workers Compensation, Commercial Insurance, Insurance, Legal Liability, Brokers, Reinsurance, Umbrella Insurance, General Insurance, Professional Liability
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Arts (BA), Organizational Psychology
Lockton Companies May 2015 - Present
Wells Fargo Insurance Services June 2005 - May 2015
Marsh & McLennan September 2003 - May 2005
PeopLease Corporation August 2002 - August 2003
Skills
Multi Tasking, Property & Casualty..., Outstanding verbal, Quality Assurance, Customer Oriented, Drive to Achieve, Team-oriented, Catastrophe Modeling, Risk Management, Workers Compensation, Commercial Insurance, Insurance, Legal Liability, Brokers, Reinsurance, Umbrella Insurance, General Insurance, Professional Liability
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Arts (BA), Organizational Psychology
Carrie Graham Perkins's Wells Fargo Insurance Services Experience October 2013 - January 2015
Job Account Manager at Cameron M. Harris and Company, LLC
Industry Insurance
Experience
Cameron M. Harris and Company, LLC February 2015 - Present
Wells Fargo Insurance Services October 2013 - January 2015
Wells Fargo Insurance Services April 2013 - October 2013
Omni Montessori School October 2011 - April 2013
Bricks 4 Kidz 2011 - 2012
Safeco Insurance 2001 - 2003
Pearl Public School District 2000 - 2000
Evans/Giordano Insurance Agency 1999 - 2000
Safeco Insurance 1997 - 1999
The Hartford 1995 - 1997
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Public Speaking, Negotiation, Property & Casualty..., Insurance Adjusting, Subrogation, Claim Investigation, Commercial Insurance, Property Claims, Auto Claims, FileNet, SharePoint, Wordsensa, Nexsure, Coaching, Management, Insurance, Customer Satisfaction, Claim, Training, Leadership, Project Planning, Claims Management, Team Building, Liability, Casualty, Quality Auditing, Policy Analysis
Education
Texas A&M University 1989 — 1994
Bachelor of Science (BS), Interdisciplinary Studies
Cameron M. Harris and Company, LLC February 2015 - Present
Wells Fargo Insurance Services October 2013 - January 2015
Wells Fargo Insurance Services April 2013 - October 2013
Omni Montessori School October 2011 - April 2013
Bricks 4 Kidz 2011 - 2012
Safeco Insurance 2001 - 2003
Pearl Public School District 2000 - 2000
Evans/Giordano Insurance Agency 1999 - 2000
Safeco Insurance 1997 - 1999
The Hartford 1995 - 1997
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Public Speaking, Negotiation, Property & Casualty..., Insurance Adjusting, Subrogation, Claim Investigation, Commercial Insurance, Property Claims, Auto Claims, FileNet, SharePoint, Wordsensa, Nexsure, Coaching, Management, Insurance, Customer Satisfaction, Claim, Training, Leadership, Project Planning, Claims Management, Team Building, Liability, Casualty, Quality Auditing, Policy Analysis
Education
Texas A&M University 1989 — 1994
Bachelor of Science (BS), Interdisciplinary Studies
Justin Rutledge Justin Rutledge's Wells Fargo Insurance Services Experience June 2013 - August 2013
Job Associate Broker at Aon Risk Solutions
Industry Financial Services
Experience
Aon Risk Solutions February 2015 - Present
eBay July 2011 - Present
Travelers June 2014 - August 2014
Purdy's Coffee Shop June 2009 - August 2014
Temple University August 2013 - December 2013
Wells Fargo Insurance Services June 2013 - August 2013
Juniors Apps October 2010 - June 2012
Skills
Risk Management, Public Speaking, Financial Analysis, Customer Service, Management, Sales, Customer Satisfaction, Market Analysis, Finance, Insurance, Property & Casualty..., Financial Services
Education
Temple University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, and Risk Management
Pomperaug High School 2006 — 2010
Diploma of High School Graduation
Aon Risk Solutions February 2015 - Present
eBay July 2011 - Present
Travelers June 2014 - August 2014
Purdy's Coffee Shop June 2009 - August 2014
Temple University August 2013 - December 2013
Wells Fargo Insurance Services June 2013 - August 2013
Juniors Apps October 2010 - June 2012
Skills
Risk Management, Public Speaking, Financial Analysis, Customer Service, Management, Sales, Customer Satisfaction, Market Analysis, Finance, Insurance, Property & Casualty..., Financial Services
Education
Temple University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, and Risk Management
Pomperaug High School 2006 — 2010
Diploma of High School Graduation
Becky Molina Becky Molina's Wells Fargo Insurance Services Experience April 2006 - May 2009
Job Senior Business Development/Practice Coordinator/WoodruffSawyer & Co
Industry Insurance
Experience
Woodruff-Sawyer & Co August 2012 - Present
Woodruff Sawyer & Co. May 2009 - September 2012
Wells Fargo Insurance Services April 2006 - May 2009
Whitecap Insurance Services June 2002 - April 2006
Accountmate Software September 2001 - May 2002
Lifescan Corporation, Johnson and Johnson January 1991 - April 1999
Compression Labs, Inc August 1989 - January 1991
Skills
Management, Employee Benefits, Recruiting, Troubleshooting, Process Improvement, Customer Service, Start-ups, Leadership, Training, Sales, Budgets, Marketing, New Business Development, Insurance
Education
University of California, Santa Cruz 1994 — 1995
West Valley College 1990 — 1991
Santa Rosa Junior College 1988 — 1989
Woodruff-Sawyer & Co August 2012 - Present
Woodruff Sawyer & Co. May 2009 - September 2012
Wells Fargo Insurance Services April 2006 - May 2009
Whitecap Insurance Services June 2002 - April 2006
Accountmate Software September 2001 - May 2002
Lifescan Corporation, Johnson and Johnson January 1991 - April 1999
Compression Labs, Inc August 1989 - January 1991
Skills
Management, Employee Benefits, Recruiting, Troubleshooting, Process Improvement, Customer Service, Start-ups, Leadership, Training, Sales, Budgets, Marketing, New Business Development, Insurance
Education
University of California, Santa Cruz 1994 — 1995
West Valley College 1990 — 1991
Santa Rosa Junior College 1988 — 1989
Gerald Maffeo Gerald Maffeo's Wells Fargo Insurance Services Experience August 2005 - September 2010
Job Sales Executive
Industry Financial Services
Experience
Sales Executive seeking opportunities April 2015 - Present
Mathews Benefit Group Inc March 2011 - July 2012
Wells Fargo Insurance Services August 2005 - September 2010
Skills
401 k, Medical insurance, ancillary insurance..., Health Insurance, Insurance, Employee Benefits, Underwriting, Strategy, Strategic Planning, Sales, Customer Service, 401k, Management, Leadership
Education
Seton Hall University
Sales Executive seeking opportunities April 2015 - Present
Mathews Benefit Group Inc March 2011 - July 2012
Wells Fargo Insurance Services August 2005 - September 2010
Skills
401 k, Medical insurance, ancillary insurance..., Health Insurance, Insurance, Employee Benefits, Underwriting, Strategy, Strategic Planning, Sales, Customer Service, 401k, Management, Leadership
Education
Seton Hall University
Tory Jedrykowski's Wells Fargo Insurance Services Experience July 2006 - September 2008
Job Account Executive, Key Accounts, UnitedHealthcare
Industry Hospital & Health Care
Experience
Regence BlueCross BlueShield of Oregon January 2012 - March 2014
UnitedHealthcare 2014 - 2014
Regence BlueCross BlueShield of Oregon October 2009 - December 2011
Regence BlueCross BlueShield of Oregon October 2008 - October 2009
Wells Fargo Insurance Services July 2006 - September 2008
Davidson Benefits Planning, LLC July 2003 - June 2006
Perry Ellis International September 2002 - June 2003
Macy's July 2000 - July 2002
Skills
Health Insurance, Employee Benefits, Underwriting, Disability Insurance, COBRA, Dentistry, Insurance, Managed Care, Sales, Account Management, Salesforce.com, Competitive Analysis
Education
Southern Oregon University 1996 — 2000
Bachelor of Science, Business and Consumer Marketing
Regence BlueCross BlueShield of Oregon January 2012 - March 2014
UnitedHealthcare 2014 - 2014
Regence BlueCross BlueShield of Oregon October 2009 - December 2011
Regence BlueCross BlueShield of Oregon October 2008 - October 2009
Wells Fargo Insurance Services July 2006 - September 2008
Davidson Benefits Planning, LLC July 2003 - June 2006
Perry Ellis International September 2002 - June 2003
Macy's July 2000 - July 2002
Skills
Health Insurance, Employee Benefits, Underwriting, Disability Insurance, COBRA, Dentistry, Insurance, Managed Care, Sales, Account Management, Salesforce.com, Competitive Analysis
Education
Southern Oregon University 1996 — 2000
Bachelor of Science, Business and Consumer Marketing
Joe Cathcart's Wells Fargo Insurance Services Experience 2011 - Present
Job Managing Director at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2011 - Present
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Brokers, Insurance
Education
Temple University - Fox School of Business and Management 1988 — 1992
Master of Business Administration (M.B.A.)
Temple University - Fox School of Business and Management 1982 — 1986
Bachelor's Degree
Wells Fargo Insurance Services 2011 - Present
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Brokers, Insurance
Education
Temple University - Fox School of Business and Management 1988 — 1992
Master of Business Administration (M.B.A.)
Temple University - Fox School of Business and Management 1982 — 1986
Bachelor's Degree
Francis Larkin Francis Larkin's Wells Fargo Insurance Services Experience June 2015 - Present
Job Account Representative at WFIS
Industry Insurance
Experience
Wells Fargo Insurance Services June 2015 - Present
Wells Fargo Insurance Services October 2014 - Present
JMsneaker.com April 2013 - October 2014
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Mandarin, Casualty Insurance, Analysis, Customer Service, Liability, Property & Casualty..., Workers Compensation, Teamwork
Education
University of South Carolina-Columbia 2007 — 2012
Bachelor's degree, Insurance and Risk Management; Corporate FInance
Shanghai University 2010 — 2010
Wells Fargo Insurance Services June 2015 - Present
Wells Fargo Insurance Services October 2014 - Present
JMsneaker.com April 2013 - October 2014
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Mandarin, Casualty Insurance, Analysis, Customer Service, Liability, Property & Casualty..., Workers Compensation, Teamwork
Education
University of South Carolina-Columbia 2007 — 2012
Bachelor's degree, Insurance and Risk Management; Corporate FInance
Shanghai University 2010 — 2010
Paige Butler Paige Butler's Wells Fargo Insurance Services Experience May 2014 - June 2015
Job Vice President at Upstream Brokers
Industry Insurance
Experience
Upstream Brokers June 2015 - Present
Wells Fargo Insurance Services May 2014 - June 2015
GEM Insurance April 2002 - May 2014
Corporate Recruiting & Commercial Real Estate December 1996 - April 2002
Skills
Property & Casualty..., Insurance, Legal Liability, Workers Compensation, Product Liability, Energy, Liability, Umbrella Insurance, Commercial Insurance, Mergers & Acquisitions, Professional Liability, Casualty, Excess, D&O, New Business Development, Underwriting, Reinsurance, Brokers, Commercial Lines, Risk Management, Claim, General Insurance, Insurance Brokerage, Financial Risk, Life Insurance, Marine Insurance, Claims Management, Enterprise Risk..., Disability Insurance, Health Insurance, Employee Benefits, Executive Management, Inland Marine, Risk Analysis, Employment Practices..., Long-term Care, Accident, Casualty Insurance
Education
Texas Tech University 1992 — 1996
Bachelor's Degree
Upstream Brokers June 2015 - Present
Wells Fargo Insurance Services May 2014 - June 2015
GEM Insurance April 2002 - May 2014
Corporate Recruiting & Commercial Real Estate December 1996 - April 2002
Skills
Property & Casualty..., Insurance, Legal Liability, Workers Compensation, Product Liability, Energy, Liability, Umbrella Insurance, Commercial Insurance, Mergers & Acquisitions, Professional Liability, Casualty, Excess, D&O, New Business Development, Underwriting, Reinsurance, Brokers, Commercial Lines, Risk Management, Claim, General Insurance, Insurance Brokerage, Financial Risk, Life Insurance, Marine Insurance, Claims Management, Enterprise Risk..., Disability Insurance, Health Insurance, Employee Benefits, Executive Management, Inland Marine, Risk Analysis, Employment Practices..., Long-term Care, Accident, Casualty Insurance
Education
Texas Tech University 1992 — 1996
Bachelor's Degree
Antonio A. Antunes, Jr. Antonio A. Antunes, Jr.'s Wells Fargo Insurance Services Experience January 2012 - Present
Job Sales Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2012 - Present
Conner Strong & Buckelew January 2011 - January 2012
Commerce Insurance Services March 2007 - March 2011
Roehrs & Company, Inc. August 2002 - March 2007
Marsh 2001 - 2002
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Insurance, Casualty, Commercial Lines, Brokers, Health Insurance, Customer Service, Liability, Legal Liability, Directors & Officers..., Employment Practices..., D&O, Workers Compensation, Underwriting, General Insurance, Casualty Insurance
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor, Risk Management & Insurance/International Business Administration
Central High School of Philadelphia 1992 — 1996
Diploma
Wells Fargo Insurance Services January 2012 - Present
Conner Strong & Buckelew January 2011 - January 2012
Commerce Insurance Services March 2007 - March 2011
Roehrs & Company, Inc. August 2002 - March 2007
Marsh 2001 - 2002
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Insurance, Casualty, Commercial Lines, Brokers, Health Insurance, Customer Service, Liability, Legal Liability, Directors & Officers..., Employment Practices..., D&O, Workers Compensation, Underwriting, General Insurance, Casualty Insurance
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor, Risk Management & Insurance/International Business Administration
Central High School of Philadelphia 1992 — 1996
Diploma
Maureen McFarland Maureen McFarland's Wells Fargo Insurance Services Experience April 2010 - June 2010
Job Insurance Professional
Industry Insurance
Experience
PointSure Insurance July 2010 - Present
Wells Fargo Insurance Services April 2010 - June 2010
Wells Fargo Insurance Services April 2010 - June 2010
Hall-Conway-Jackson, Inc July 2007 - March 2009
Hall-Conway-Jackson, Inc July 2007 - March 2009
Caledonian Insurance Group, Inc May 2004 - July 2007
Caledonian Insurance Group, Inc May 2004 - July 2007
Worthington Insurance Agency March 2004 - May 2004
Worthington Insurance Agency March 2004 - May 2004
UCA General Insurance February 2003 - February 2004
Education
Spokane Community College 1977 — 1982
Associates, Liberal Arts
Spokane Community College
Liberal Arts
PointSure Insurance July 2010 - Present
Wells Fargo Insurance Services April 2010 - June 2010
Wells Fargo Insurance Services April 2010 - June 2010
Hall-Conway-Jackson, Inc July 2007 - March 2009
Hall-Conway-Jackson, Inc July 2007 - March 2009
Caledonian Insurance Group, Inc May 2004 - July 2007
Caledonian Insurance Group, Inc May 2004 - July 2007
Worthington Insurance Agency March 2004 - May 2004
Worthington Insurance Agency March 2004 - May 2004
UCA General Insurance February 2003 - February 2004
Education
Spokane Community College 1977 — 1982
Associates, Liberal Arts
Spokane Community College
Liberal Arts
Ziona Burkett Ziona Burkett's Wells Fargo Insurance Services Experience June 1999 - March 2001
Job Benefits Specialist at Stahl & Associates Insurance
Industry Insurance
Experience
Stahl & Associates Insurance May 2005 - Present
Marsh September 2001 - March 2005
Wells Fargo Insurance Services June 1999 - March 2001
Ceridian November 1992 - June 1999
Skills
Data Analysis, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Health Insurance, Employee Benefits, Insurance, Brokers, Adobe Professional, Claims Management, Disability Insurance, Benefits Administration, Risk Management, COBRA, Human Resources, Claim, Term Life Insurance, Health Savings Accounts, Employment Practices..., Flexible Spending..., Life Insurance
Education
Gulfcoast Education Center 2000 — 2001
218 License, FL Life & Health Insurance
St. Petersburg College 1990 — 1991
Personal Enrichment
Gibbs High School, St. Petersburg FL 1981 — 1985
Diploma, Advanced Math & Science
Stahl & Associates Insurance May 2005 - Present
Marsh September 2001 - March 2005
Wells Fargo Insurance Services June 1999 - March 2001
Ceridian November 1992 - June 1999
Skills
Data Analysis, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Health Insurance, Employee Benefits, Insurance, Brokers, Adobe Professional, Claims Management, Disability Insurance, Benefits Administration, Risk Management, COBRA, Human Resources, Claim, Term Life Insurance, Health Savings Accounts, Employment Practices..., Flexible Spending..., Life Insurance
Education
Gulfcoast Education Center 2000 — 2001
218 License, FL Life & Health Insurance
St. Petersburg College 1990 — 1991
Personal Enrichment
Gibbs High School, St. Petersburg FL 1981 — 1985
Diploma, Advanced Math & Science
Amy Mullen Ellison's Wells Fargo Insurance Services Experience September 2000 - Present
Job Employee Benefit Consulting
Industry Insurance
Experience
Wells Fargo Insurance Services September 2000 - Present
Harden 1997 - 2000
Oasis Outsourcing 1994 - 1997
Skills
Risk Management, Insurance, CRM, New Business Development, Disability Insurance, Recruiting, Workers Compensation, Finance, Property & Casualty..., Underwriting, Employee Benefits, Employee Relations, Brokers, Customer Service, Competitive Analysis, Health Savings Accounts, Sales, Health Insurance, Succession Planning, B2B, Life Insurance, Leadership
Education
Spring Hill College
Wells Fargo Insurance Services September 2000 - Present
Harden 1997 - 2000
Oasis Outsourcing 1994 - 1997
Skills
Risk Management, Insurance, CRM, New Business Development, Disability Insurance, Recruiting, Workers Compensation, Finance, Property & Casualty..., Underwriting, Employee Benefits, Employee Relations, Brokers, Customer Service, Competitive Analysis, Health Savings Accounts, Sales, Health Insurance, Succession Planning, B2B, Life Insurance, Leadership
Education
Spring Hill College
Lekan Tejuoso Lekan Tejuoso's Wells Fargo Insurance Services Experience October 2011 - May 2012
Job Sales Rep at GN ReSound Territory (NY, MA, RI, CT, VT, NH, ME)
Industry Medical Devices
Experience
GN ReSound March 2015 - Present
Allstate Financial June 2014 - March 2015
Allstate Financial March 2013 - June 2014
Prudential Financial July 2012 - March 2013
Wells Fargo Insurance Services October 2011 - May 2012
Fairview Southdale Hospital January 2008 - April 2011
Skills
Insurance, Life Insurance, Long-term Care, Fixed Annuities, Health Insurance, Term Life Insurance, Sales, Long Term Care Insurance, Microsoft Excel, Property, Commercial Insurance, Strategic Financial..., Disability Insurance, Retirement, Risk Management, Property, Financial Analysis, Retirement Planning, Whole Life, 401k, IRAs, Licensed Life, Mutual Funds, Series 6, Umbrella Insurance, Series 63, Variable Annuities, Series 7, Roth IRA, 401k Rollovers, Permanent Life Insurance, Universal Life, Wealth Management, Life
Education
St. Cloud State University 1999 — 2005
Bachelor of Science (B.S.), recrea
University of Minnesota-Twin Cities 2002 — 2003
GN ReSound March 2015 - Present
Allstate Financial June 2014 - March 2015
Allstate Financial March 2013 - June 2014
Prudential Financial July 2012 - March 2013
Wells Fargo Insurance Services October 2011 - May 2012
Fairview Southdale Hospital January 2008 - April 2011
Skills
Insurance, Life Insurance, Long-term Care, Fixed Annuities, Health Insurance, Term Life Insurance, Sales, Long Term Care Insurance, Microsoft Excel, Property, Commercial Insurance, Strategic Financial..., Disability Insurance, Retirement, Risk Management, Property, Financial Analysis, Retirement Planning, Whole Life, 401k, IRAs, Licensed Life, Mutual Funds, Series 6, Umbrella Insurance, Series 63, Variable Annuities, Series 7, Roth IRA, 401k Rollovers, Permanent Life Insurance, Universal Life, Wealth Management, Life
Education
St. Cloud State University 1999 — 2005
Bachelor of Science (B.S.), recrea
University of Minnesota-Twin Cities 2002 — 2003
Lisa Alberts-Mattusch Lisa Alberts-Mattusch's Wells Fargo Insurance Services Experience 2013 - Present
Job Senior Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2013 - Present
Frank Crystal & Company 2005 - 2013
ABD Insurance and Financial Services 1989 - 2005
Skills
Disability Insurance, Property & Casualty..., Underwriting, Health Insurance, Brokers, Commercial Insurance, Insurance, Employee Benefits, Strategic Planning, Benefit Cost Analysis, Marketing, Benefits Design, Benefits Negotiation, Health Care Reform, Benefits Administration, Benefits Management
Education
Stephens College 1974 — 1977
Wells Fargo Insurance Services 2013 - Present
Frank Crystal & Company 2005 - 2013
ABD Insurance and Financial Services 1989 - 2005
Skills
Disability Insurance, Property & Casualty..., Underwriting, Health Insurance, Brokers, Commercial Insurance, Insurance, Employee Benefits, Strategic Planning, Benefit Cost Analysis, Marketing, Benefits Design, Benefits Negotiation, Health Care Reform, Benefits Administration, Benefits Management
Education
Stephens College 1974 — 1977
Cathilina Sutton, CISR, ACSR Cathilina Sutton, CISR, ACSR's Wells Fargo Insurance Services Experience January 2013 - Present
Job Commerial Lines Account Representative 2 at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2013 - Present
Newpoint Resources LLC July 2011 - December 2012
USI Southwest October 2002 - October 2010
Marsh & McLennan Companies, Inc. June 1996 - October 2002
Ohio Casualty Group June 1986 - June 1996
Skills
Analysis, Commercial Insurance, Commercial Lines, Marketing, Customer Service, Property, Insurance, Workers Compensation, Liability, Casualty Insurance, General Insurance, Brokers
Education
Tarrant County College
Associate Arts
Wells Fargo Insurance Services January 2013 - Present
Newpoint Resources LLC July 2011 - December 2012
USI Southwest October 2002 - October 2010
Marsh & McLennan Companies, Inc. June 1996 - October 2002
Ohio Casualty Group June 1986 - June 1996
Skills
Analysis, Commercial Insurance, Commercial Lines, Marketing, Customer Service, Property, Insurance, Workers Compensation, Liability, Casualty Insurance, General Insurance, Brokers
Education
Tarrant County College
Associate Arts
Ryan Kulig, CEBS, CLU®, RHU®'s Wells Fargo Insurance Services Experience October 2013 - Present
Job Account Executive Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services October 2013 - Present
CIGNA Healthcare June 2011 - October 2013
CIGNA Group Insurance June 2008 - May 2011
Skills
Insurance, Interviews, Health Insurance, Employee Benefits, Underwriting, Disability Insurance, Life Insurance, Brokers, Data Analysis, Healthcare, Term Life Insurance, Recruiting, Customer Service, Sales
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBS, Risk Management and Insurance, Finance
Wells Fargo Insurance Services October 2013 - Present
CIGNA Healthcare June 2011 - October 2013
CIGNA Group Insurance June 2008 - May 2011
Skills
Insurance, Interviews, Health Insurance, Employee Benefits, Underwriting, Disability Insurance, Life Insurance, Brokers, Data Analysis, Healthcare, Term Life Insurance, Recruiting, Customer Service, Sales
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBS, Risk Management and Insurance, Finance
Mike Crisanti's Wells Fargo Insurance Services Experience 2012 - Present
Job Account Executive Private Risk Management at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2012 - Present
The Hanover Insurance Group 2006 - 2011
Progressive Insurance 2000 - 2006
Liberty Mutual Insurance 1987 - 2000
Skills
New Business Development, Consultative Selling, Account Retention, Sales Presentations, Territory Planning, Sales Management, Marketing Strategy, Account Management, Customer Retention, Sales Operations, Sales, Selling, Risk Management, Property & Casualty..., Insurance, Management, Marketing, Negotiation, Leadership
Education
State University of New York College at Fredonia 1982 — 1986
BS, Business Administration and Marketing
Wells Fargo Insurance Services 2012 - Present
The Hanover Insurance Group 2006 - 2011
Progressive Insurance 2000 - 2006
Liberty Mutual Insurance 1987 - 2000
Skills
New Business Development, Consultative Selling, Account Retention, Sales Presentations, Territory Planning, Sales Management, Marketing Strategy, Account Management, Customer Retention, Sales Operations, Sales, Selling, Risk Management, Property & Casualty..., Insurance, Management, Marketing, Negotiation, Leadership
Education
State University of New York College at Fredonia 1982 — 1986
BS, Business Administration and Marketing
Deidre von Bose Ragsdale, ACSR, CISR Deidre von Bose Ragsdale, ACSR, CISR's Wells Fargo Insurance Services Experience December 2007 - April 2010
Job Account Manager
Industry Insurance
Experience
NAS North American Solutions September 2011 - September 2014
IPS Advisors April 2010 - July 2011
Wells Fargo Insurance Services December 2007 - April 2010
Wachovia Insurance Services April 2006 - December 2007
Skills
Insurance, Risk Management, Liability, Underwriting, Account Management, Property & Casualty..., Commercial Insurance, General Insurance, Professional Liability
Education
The University of Texas at Arlington
BBA, Marketing
Tarrant County College
AA
NAS North American Solutions September 2011 - September 2014
IPS Advisors April 2010 - July 2011
Wells Fargo Insurance Services December 2007 - April 2010
Wachovia Insurance Services April 2006 - December 2007
Skills
Insurance, Risk Management, Liability, Underwriting, Account Management, Property & Casualty..., Commercial Insurance, General Insurance, Professional Liability
Education
The University of Texas at Arlington
BBA, Marketing
Tarrant County College
AA
Ray Pinney Ray Pinney's Wells Fargo Insurance Services Experience 1987 - Present
Job Sr. VP / Risk Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 1987 - Present
Pittsburgh Steelers 1976 - 1987
Skills
Insurance, Underwriting, Risk Management, Investments, Management, Property & Casualty..., Marketing, Real Estate, Sales, Strategic Planning, Financial Analysis
Education
Seattle University 1986 — 1988
Master of Business Administration (M.B.A.)
University of Washington 1973 — 1977
Business Degree
Wells Fargo Insurance Services 1987 - Present
Pittsburgh Steelers 1976 - 1987
Skills
Insurance, Underwriting, Risk Management, Investments, Management, Property & Casualty..., Marketing, Real Estate, Sales, Strategic Planning, Financial Analysis
Education
Seattle University 1986 — 1988
Master of Business Administration (M.B.A.)
University of Washington 1973 — 1977
Business Degree
Don Davenport, CFP, ChFC, CLU, MSFS Don Davenport, CFP, ChFC, CLU, MSFS's Wells Fargo Insurance Services Experience January 2008 - Present
Job VP Life Insurance Products at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services January 2008 - Present
Wells Fargo Investments 2008 - Present
Ameriprise Financial Services, Inc. 1994 - 2007
Skills
Insurance, Marketing Strategy, Series 7, Investments, Marketing, Team Management, Life Insurance, Wealth Management, Product Development, Product Management, Financial Services, Fixed Annuities, Series 63, Mutual Funds, Relationship Management, Retirement, Series 6, Retirement Planning
Education
The American College 2002 — 2004
Master's of Science in Financial Services, Master of Science in Financial Services
University of Oklahoma 1987 — 1989
BA, Business Administration
Wells Fargo Insurance Services January 2008 - Present
Wells Fargo Investments 2008 - Present
Ameriprise Financial Services, Inc. 1994 - 2007
Skills
Insurance, Marketing Strategy, Series 7, Investments, Marketing, Team Management, Life Insurance, Wealth Management, Product Development, Product Management, Financial Services, Fixed Annuities, Series 63, Mutual Funds, Relationship Management, Retirement, Series 6, Retirement Planning
Education
The American College 2002 — 2004
Master's of Science in Financial Services, Master of Science in Financial Services
University of Oklahoma 1987 — 1989
BA, Business Administration
Beverly Waker Beverly Waker's Wells Fargo Insurance Services Experience March 2013 - May 2014
Job Surety Account Executive at USI Midwest, LLC
Industry Insurance
Experience
USI Midwest, LLC May 2014 - Present
Wells Fargo Insurance Services March 2013 - May 2014
Neace Lukens January 2011 - August 2011
Lent Insurance September 1994 - December 2010
L.M. Berry 1978 - 1994
Skills
Casualty, Commercial Insurance, Insurance, Sales, Underwriting, Surety, Property & Casualty..., Claim, Sales Management, Liability, General Insurance, Workers Compensation, Health Insurance, Employment Practices..., Employee Benefits, Risk Management, D&O, Legal Liability, Professional Liability, Account Management, New Business Development, Financial Risk, Reinsurance, Surety Bonds, Claims Management, Commercial Lines, Insurance Brokerage, Life Insurance, Excess, Inland Marine, Umbrella Insurance, Brokers, Liability Analysis, Directors & Officers..., Disability Insurance, Casualty Insurance, Customer Service
Education
Centerville High School
Sinclair Community College
Business Managment
USI Midwest, LLC May 2014 - Present
Wells Fargo Insurance Services March 2013 - May 2014
Neace Lukens January 2011 - August 2011
Lent Insurance September 1994 - December 2010
L.M. Berry 1978 - 1994
Skills
Casualty, Commercial Insurance, Insurance, Sales, Underwriting, Surety, Property & Casualty..., Claim, Sales Management, Liability, General Insurance, Workers Compensation, Health Insurance, Employment Practices..., Employee Benefits, Risk Management, D&O, Legal Liability, Professional Liability, Account Management, New Business Development, Financial Risk, Reinsurance, Surety Bonds, Claims Management, Commercial Lines, Insurance Brokerage, Life Insurance, Excess, Inland Marine, Umbrella Insurance, Brokers, Liability Analysis, Directors & Officers..., Disability Insurance, Casualty Insurance, Customer Service
Education
Centerville High School
Sinclair Community College
Business Managment
Bo Birtwell, CPCU, CRIS Bo Birtwell, CPCU, CRIS's Wells Fargo Insurance Services Experience October 2012 - Present
Job Sales Executive at Wells Fargo Insurance Services and Private Equity Specialist
Industry Insurance
Experience
Wells Fargo Insurance Services October 2012 - Present
McKee Risk Management, Inc. April 2011 - September 2012
CNA Insurance June 2007 - April 2011
Brandywine Global Investment Management October 2006 - May 2007
Northwestern Mutual Financial Network June 2006 - October 2006
Skills
Commercial Insurance, Property & Casualty..., Consultative Selling, Enterprise Risk..., Risk Analysis, Risk Assessment, Product Development, Relationship Development, Youth Mentoring, General Liability, Workers Compensation, Rate Negotiation, Pricing Negotiation, Mergers, Integrating Acquisitions, Inter-personal, Legal Liability, Reverse due diligence, Due Diligence, Mergers & Acquisitions, Financial Risk, Pricing Strategy, Casualty, Brokers, Insurance, Selling, Professional Liability, Negotiation, Liability
Education
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Finance
Monsignor Bonner High School 1999 — 2003
High School Diploma
Wells Fargo Insurance Services October 2012 - Present
McKee Risk Management, Inc. April 2011 - September 2012
CNA Insurance June 2007 - April 2011
Brandywine Global Investment Management October 2006 - May 2007
Northwestern Mutual Financial Network June 2006 - October 2006
Skills
Commercial Insurance, Property & Casualty..., Consultative Selling, Enterprise Risk..., Risk Analysis, Risk Assessment, Product Development, Relationship Development, Youth Mentoring, General Liability, Workers Compensation, Rate Negotiation, Pricing Negotiation, Mergers, Integrating Acquisitions, Inter-personal, Legal Liability, Reverse due diligence, Due Diligence, Mergers & Acquisitions, Financial Risk, Pricing Strategy, Casualty, Brokers, Insurance, Selling, Professional Liability, Negotiation, Liability
Education
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Finance
Monsignor Bonner High School 1999 — 2003
High School Diploma
Stephen Quigley Stephen Quigley's Wells Fargo Insurance Services Experience November 2013 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2013 - Present
WellPoint July 2002 - March 2012
Magellan Health Services September 1998 - June 2002
CIGNA Healthcare April 1995 - August 1998
Wausau Insurance Company February 1992 - April 1995
Excellus BCBS January 1987 - January 1992
Skills
Account Management, Building Relationships, Issue Resolution, Program Implementation, Project Management, Process Improvement, Team Leadership, Vendor Relations, Superior Client Service, Strengthening Client..., Team Building..., Leadership, Client Issue Resolution, Trusted Business Advisor, Contract Management, Self-motivated Team..., Strategic Negotiations, Committed to Customer..., Managed Care, Health Insurance, Employee Wellness..., Sales, Data Analysis, Cross Functional..., Cross Functional Team..., Business Initiatives, Organizational..., Microsoft Applications, Business Acumen, Execution of Business..., Business Planning, Client Presentation, New Product..., Vendors, Key Account Acquisition..., Building Strong..., Cost Effective, Cost-effective Solutions, Reporting Tool, Identifying Sales..., Training, Fortune 500 Account..., National Account..., Territory Account..., Product Development, Product Introduction, Claims Management, Disease Management, Health, Insurance
Education
State University of New York at Oswego
Bachelor of Arts (B.A.), Communications
Wells Fargo Insurance Services November 2013 - Present
WellPoint July 2002 - March 2012
Magellan Health Services September 1998 - June 2002
CIGNA Healthcare April 1995 - August 1998
Wausau Insurance Company February 1992 - April 1995
Excellus BCBS January 1987 - January 1992
Skills
Account Management, Building Relationships, Issue Resolution, Program Implementation, Project Management, Process Improvement, Team Leadership, Vendor Relations, Superior Client Service, Strengthening Client..., Team Building..., Leadership, Client Issue Resolution, Trusted Business Advisor, Contract Management, Self-motivated Team..., Strategic Negotiations, Committed to Customer..., Managed Care, Health Insurance, Employee Wellness..., Sales, Data Analysis, Cross Functional..., Cross Functional Team..., Business Initiatives, Organizational..., Microsoft Applications, Business Acumen, Execution of Business..., Business Planning, Client Presentation, New Product..., Vendors, Key Account Acquisition..., Building Strong..., Cost Effective, Cost-effective Solutions, Reporting Tool, Identifying Sales..., Training, Fortune 500 Account..., National Account..., Territory Account..., Product Development, Product Introduction, Claims Management, Disease Management, Health, Insurance
Education
State University of New York at Oswego
Bachelor of Arts (B.A.), Communications
Caryn Fagundes Caryn Fagundes's Wells Fargo Insurance Services Experience January 2014 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2014 - Present
Woodruff Sawyer & Co. 2012 - January 2014
County of Napa April 2003 - November 2009
Larkspur Hotels and Restaurants January 2000 - April 2003
DMJM Rottet January 1998 - January 2000
Skills
Workers Compensation, ADA compliance, Benefits Administration, Employee Benefits, FMLA, Open Enrollment, Leave of Absence, Health Insurance, Human Resources
Education
Sonoma State University
Bachelor of Science, Business Administration; Human Resources and Organizational Development
Wells Fargo Insurance Services January 2014 - Present
Woodruff Sawyer & Co. 2012 - January 2014
County of Napa April 2003 - November 2009
Larkspur Hotels and Restaurants January 2000 - April 2003
DMJM Rottet January 1998 - January 2000
Skills
Workers Compensation, ADA compliance, Benefits Administration, Employee Benefits, FMLA, Open Enrollment, Leave of Absence, Health Insurance, Human Resources
Education
Sonoma State University
Bachelor of Science, Business Administration; Human Resources and Organizational Development
Ami Shah Ami Shah's Wells Fargo Insurance Services Experience April 2012 - March 2013
Job Senior Vice President, Employee Benefits Practice Leader NYC and PA offices at Lockton Companies
Industry Insurance
Experience
Lockton Companies April 2013 - Present
Wells Fargo Insurance Services April 2012 - March 2013
Bimbo Bakeries USA January 2010 - January 2012
Mercer Health and Benefits May 1993 - December 2009
Skills
Actuarial Science, Employee Benefits, Outlook, Sales Management, Auditing, HR Policies, Employee Engagement, Budgets, Team Leadership, Project Management, Negotiation, Business Strategy, Financial Analysis, New Business Development, Labor Relations, Insurance, Deferred Compensation, COBRA, Health Insurance, Risk Management, ERISA, Strategic Planning, Brokers, Disability Insurance, Vendor Management, Team Building, Customer Retention
Education
Temple University
Bachelors, Risk Management and Insurance/Human Resources
Lockton Companies April 2013 - Present
Wells Fargo Insurance Services April 2012 - March 2013
Bimbo Bakeries USA January 2010 - January 2012
Mercer Health and Benefits May 1993 - December 2009
Skills
Actuarial Science, Employee Benefits, Outlook, Sales Management, Auditing, HR Policies, Employee Engagement, Budgets, Team Leadership, Project Management, Negotiation, Business Strategy, Financial Analysis, New Business Development, Labor Relations, Insurance, Deferred Compensation, COBRA, Health Insurance, Risk Management, ERISA, Strategic Planning, Brokers, Disability Insurance, Vendor Management, Team Building, Customer Retention
Education
Temple University
Bachelors, Risk Management and Insurance/Human Resources
Doug Dutton Doug Dutton's Wells Fargo Insurance Services Experience 2012 - Present
Job Insurance agent at The Colonial Group
Industry Insurance
Experience
Wells Fargo Insurance Services 2012 - Present
Kirt Watkins Agency-State Farm 2010 - 2012
Skills
Insurance, Property & Casualty..., General Insurance, Life Insurance, Commercial Insurance, Health Insurance, Term Life Insurance, Casualty, Disability Insurance, Liability, Umbrella Insurance, Sales
Education
State University of New York College at Cortland
Bachelor of Arts (BA), Economics
Wells Fargo Insurance Services 2012 - Present
Kirt Watkins Agency-State Farm 2010 - 2012
Skills
Insurance, Property & Casualty..., General Insurance, Life Insurance, Commercial Insurance, Health Insurance, Term Life Insurance, Casualty, Disability Insurance, Liability, Umbrella Insurance, Sales
Education
State University of New York College at Cortland
Bachelor of Arts (BA), Economics
Jennifer Jewell Thomas Jennifer Jewell Thomas's Wells Fargo Insurance Services Experience September 2005 - April 2006
Job CoFounder and VP of Marketing and Administration at Photonic Pharma LLC
Industry Marketing and Advertising
Experience
Photonic Pharma LLC November 2014 - Present
Thomas Marketing Consulting, Inc 1991 - Present
Growth & Justice February 2014 - October 2014
Minnesota Unitarian Universalist Social Justice Alliance November 2010 - June 2014
Citizens for Election Integrity MN 2006 - October 2013
YWCA of Minneapolis January 2012 - July 2012
Airborne Health September 2010 - September 2011
Be The Match operated by National Marrow Donor Program October 2007 - December 2009
Starkey Hearing Technologies July 2006 - May 2007
Wells Fargo Insurance Services September 2005 - April 2006
Skills
Non-profits, Strategic Planning, Public Speaking, Event Planning, Strategy, Cross-functional Team..., Nonprofits, Program Management, Team Building, Fundraising, Leadership, Project Planning, Strategic Communications, Brand Development, Management, Community Outreach, Marketing, Social Media, Segmentation, Marketing Strategy, Analysis, Product Development
Education
University of California, Berkeley, Haas School of Business 1977 — 1979
MBA, Marketing & General Management
Stanford University 1972 — 1976
BA, Economics & Human Biology
Photonic Pharma LLC November 2014 - Present
Thomas Marketing Consulting, Inc 1991 - Present
Growth & Justice February 2014 - October 2014
Minnesota Unitarian Universalist Social Justice Alliance November 2010 - June 2014
Citizens for Election Integrity MN 2006 - October 2013
YWCA of Minneapolis January 2012 - July 2012
Airborne Health September 2010 - September 2011
Be The Match operated by National Marrow Donor Program October 2007 - December 2009
Starkey Hearing Technologies July 2006 - May 2007
Wells Fargo Insurance Services September 2005 - April 2006
Skills
Non-profits, Strategic Planning, Public Speaking, Event Planning, Strategy, Cross-functional Team..., Nonprofits, Program Management, Team Building, Fundraising, Leadership, Project Planning, Strategic Communications, Brand Development, Management, Community Outreach, Marketing, Social Media, Segmentation, Marketing Strategy, Analysis, Product Development
Education
University of California, Berkeley, Haas School of Business 1977 — 1979
MBA, Marketing & General Management
Stanford University 1972 — 1976
BA, Economics & Human Biology
Campbell Letch Campbell Letch's Wells Fargo Insurance Services Experience January 2000 - Present
Job VP Regional Sales Leader at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services January 2000 - Present
Wells Fargo Insurance 1999 - Present
Education
Stephen F. Austin State University 1988 — 1992
Wells Fargo Insurance Services January 2000 - Present
Wells Fargo Insurance 1999 - Present
Education
Stephen F. Austin State University 1988 — 1992
Leslie Pearce, PHR Leslie Pearce, PHR's Wells Fargo Insurance Services Experience November 2004 - April 2006
Job Vice President at Neovia Integrated Insurance Services
Industry Insurance
Experience
Neovia Integrated Insurance Services February 2015 - Present
Bolton & Company January 2012 - February 2015
Bolton & Company May 2007 - January 2012
Gallagher Benefit Services April 2006 - May 2007
Arthur J. Gallagher 2006 - 2007
Wells Fargo Insurance Services November 2004 - April 2006
Skills
Employee Benefits, Insurance, Underwriting, Sales Management, Healthcare, Executive Compensation, Dental, Workers Compensation, Health Insurance, Property & Casualty..., Claim, Commercial Insurance, Business Development, Leadership, COBRA, 401k, Disability Insurance, Benefits Administration, Sales, Human Resources, Dentistry, Executive Pay, Health Savings Accounts, Brokers, Professional Liability, Training, Life Insurance, Medicare, Casualty, Captives, ERISA, Commercial Lines, Term Life Insurance, Long-term Care, Umbrella Insurance, General Insurance, Legal Liability, Self-funded, Health Care Reform, Accident, Employee Wellness, Claims Management, Liability, Insurance Brokerage, Strategic Planning
Education
The American College 2011 — 2014
Healthcare Consulting
University of San Francisco - School of Management 1987 — 1991
Organizational Behavior
Neovia Integrated Insurance Services February 2015 - Present
Bolton & Company January 2012 - February 2015
Bolton & Company May 2007 - January 2012
Gallagher Benefit Services April 2006 - May 2007
Arthur J. Gallagher 2006 - 2007
Wells Fargo Insurance Services November 2004 - April 2006
Skills
Employee Benefits, Insurance, Underwriting, Sales Management, Healthcare, Executive Compensation, Dental, Workers Compensation, Health Insurance, Property & Casualty..., Claim, Commercial Insurance, Business Development, Leadership, COBRA, 401k, Disability Insurance, Benefits Administration, Sales, Human Resources, Dentistry, Executive Pay, Health Savings Accounts, Brokers, Professional Liability, Training, Life Insurance, Medicare, Casualty, Captives, ERISA, Commercial Lines, Term Life Insurance, Long-term Care, Umbrella Insurance, General Insurance, Legal Liability, Self-funded, Health Care Reform, Accident, Employee Wellness, Claims Management, Liability, Insurance Brokerage, Strategic Planning
Education
The American College 2011 — 2014
Healthcare Consulting
University of San Francisco - School of Management 1987 — 1991
Organizational Behavior
James Fischman James Fischman's Wells Fargo Insurance Services Experience July 2011 - August 2011
Job Undergraduate Student at Syracuse University
Industry Financial Services
Experience
Goldfarb Properties May 2015 - August 2015
Arthur J. Gallagher & Co. June 2014 - August 2014
CPEX Real Estate June 2013 - August 2013
Wells Fargo Insurance Services July 2011 - August 2011
Wells Fargo Insurance Services July 2010 - August 2010
Skills
Social Media, Social Media Marketing, Databases, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Social Networking, Facebook
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Accounting and Finance
Horace Greeley High School 2008 — 2012
Goldfarb Properties May 2015 - August 2015
Arthur J. Gallagher & Co. June 2014 - August 2014
CPEX Real Estate June 2013 - August 2013
Wells Fargo Insurance Services July 2011 - August 2011
Wells Fargo Insurance Services July 2010 - August 2010
Skills
Social Media, Social Media Marketing, Databases, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Social Networking, Facebook
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Accounting and Finance
Horace Greeley High School 2008 — 2012
Bryce Aichele Bryce Aichele's Wells Fargo Insurance Services Experience January 2015 - Present
Job Program Associate, WFIS
Industry Insurance
Experience
Wells Fargo Insurance Services January 2015 - Present
Wells Fargo Insurance Services June 2014 - December 2014
Temple University January 2013 - December 2014
Intern with Sodexo at GlaxoSmithKline May 2013 - August 2013
Intern with Sodexo at GlaxoSmithKline May 2012 - January 2013
CVS Pharmacy October 2008 - August 2010
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Risk Management & Insurance
Wells Fargo Insurance Services January 2015 - Present
Wells Fargo Insurance Services June 2014 - December 2014
Temple University January 2013 - December 2014
Intern with Sodexo at GlaxoSmithKline May 2013 - August 2013
Intern with Sodexo at GlaxoSmithKline May 2012 - January 2013
CVS Pharmacy October 2008 - August 2010
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Risk Management & Insurance
Debbe Blakemore Debbe Blakemore's Wells Fargo Insurance Services Experience May 1976 - May 2014
Job Senior Vice President, Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services May 1976 - May 2014
Skills
Insurance, Sales Management, Operations Management, Process Efficiency, Customer Service, Budgeting, Commercial Insurance, Workers Compensation, Human Resources, Computer Network..., Microsoft Office, Sagitta Agency..., Applied Agency..., Nexsure Agency..., Organizational..., Employee Training, Time Management
Education
Santa Barbara City College
Business Administration and Management, General
Sierra College
Business Administration and Management, General
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services May 1976 - May 2014
Skills
Insurance, Sales Management, Operations Management, Process Efficiency, Customer Service, Budgeting, Commercial Insurance, Workers Compensation, Human Resources, Computer Network..., Microsoft Office, Sagitta Agency..., Applied Agency..., Nexsure Agency..., Organizational..., Employee Training, Time Management
Education
Santa Barbara City College
Business Administration and Management, General
Sierra College
Business Administration and Management, General
jo-ann rivers jo-ann rivers's Wells Fargo Insurance Services Experience Underwriter ManagerACE Group2005 - 2013
Job Senior Account Executive/ AVP at Wells Fargo Insurance Services
Industry Insurance
Kelly Underwood, CEBS's Wells Fargo Insurance Services Experience May 2010 - July 2015
Job Senior Advisor at Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors August 2015 - Present
Wells Fargo Insurance Services May 2010 - July 2015
Willis (formerly HRH) May 2008 - May 2010
Willis August 2005 - May 2008
Risk Transfer, Inc October 2003 - August 2005
Skills
Health Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, COBRA, Insurance, Flexible Spending..., Long-term Care, Brokers, Open Enrollment, Self-funded, Workers Compensation, Term Life Insurance, Life Insurance, ERISA, HRA, FSA, Group Medical, Health Care Reform, Employee Wellness, Claim, Community Outreach, Online Social Networking
Education
Stetson University
Bachelor of Arts, Communication Studies
Digital Benefit Advisors August 2015 - Present
Wells Fargo Insurance Services May 2010 - July 2015
Willis (formerly HRH) May 2008 - May 2010
Willis August 2005 - May 2008
Risk Transfer, Inc October 2003 - August 2005
Skills
Health Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, COBRA, Insurance, Flexible Spending..., Long-term Care, Brokers, Open Enrollment, Self-funded, Workers Compensation, Term Life Insurance, Life Insurance, ERISA, HRA, FSA, Group Medical, Health Care Reform, Employee Wellness, Claim, Community Outreach, Online Social Networking
Education
Stetson University
Bachelor of Arts, Communication Studies
Lucas Arnold Lucas Arnold's Wells Fargo Insurance Services Experience 2007 - Present
Job Client Service Consultant at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services 2007 - Present
Skills
Insurance, Underwriting, General Insurance, Customer Service, Brokers, Property & Casualty..., Claim, Casualty, Liability, Call Centers, Account Management, Commercial Insurance, Training
Education
St. Cloud State University 1995 — 2000
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Wells Fargo Insurance Services 2007 - Present
Skills
Insurance, Underwriting, General Insurance, Customer Service, Brokers, Property & Casualty..., Claim, Casualty, Liability, Call Centers, Account Management, Commercial Insurance, Training
Education
St. Cloud State University 1995 — 2000
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Keith Burkhardt's Wells Fargo Insurance Services Experience 2001 - 2013
Job Vice President at KrausAnderson Insurance
Industry Insurance
Experience
Kraus-Anderson Insurance September 2013 - Present
Wells Fargo Insurance Services 2001 - 2013
Acordia November 1998 - May 2001
Sedgwick September 1983 - November 1998
Skills
Property, Commercial Insurance, Brokers, Liability, Employee Benefits, Risk Management, Insurance Brokerage, Strategic Financial..., Underwriting, Management, Insurance, Recruiting, Operations Management, Professional Liability, Property, Mergers, General Insurance, Health Insurance
Education
Southern Methodist University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Southern Methodist University - Cox School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General
Kraus-Anderson Insurance September 2013 - Present
Wells Fargo Insurance Services 2001 - 2013
Acordia November 1998 - May 2001
Sedgwick September 1983 - November 1998
Skills
Property, Commercial Insurance, Brokers, Liability, Employee Benefits, Risk Management, Insurance Brokerage, Strategic Financial..., Underwriting, Management, Insurance, Recruiting, Operations Management, Professional Liability, Property, Mergers, General Insurance, Health Insurance
Education
Southern Methodist University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Southern Methodist University - Cox School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General
Robert Grand, CPCU, ARM, ARe's Wells Fargo Insurance Services Experience April 2012 - October 2013
Job Vice President Risk Management
Industry Insurance
Experience
CBIZ Insurance Services October 2013 - Present
Wells Fargo Insurance Services April 2012 - October 2013
Arthur J Gallagher Risk Management Services September 2005 - February 2009
Willis of New York Inc. September 2004 - September 2005
Sentry Grand Insurance July 1999 - September 2004
NAPCO LLC 1997 - 1998
Skills
Insurance, Reinsurance, Business Management, New Business Development, Sales Management, Salesforce.com, Selling, Cross Selling, Creative Problem Solving, Creative Concept..., Business Strategy, Business Planning, Business Analysis, Consultancy, Consultative Selling, Strategic Consulting, Management Consulting, Change Management, Operations Management, Team Building, Team Leadership, Team Management, Strategic Planning, Problem Solving, Underwriting, Production, Technology..., Procurement, Board Presentations, Board Relations, Advisory Boards, Board Leadership, RFP preparation, Feasibility Studies, Product Life Cycle..., Joint Ventures, Risk Management, Enterprise Risk..., Benchmarking, Stewardship, Complex Sales, Complex Solutions, Complex Transactions, Loss Mitigation, Partner Relationships, Contract Negotiations, Commercial Real Estate, Real Estate Sales..., Licensed Property &..., Licensed Life & Health...
Education
St. John's University 1995 — 1997
BBA, Insurance
The College of Insurance 1995 — 1997
BBA, Insurance
Clarkstown High School North 1993 — 1994
HS
CBIZ Insurance Services October 2013 - Present
Wells Fargo Insurance Services April 2012 - October 2013
Arthur J Gallagher Risk Management Services September 2005 - February 2009
Willis of New York Inc. September 2004 - September 2005
Sentry Grand Insurance July 1999 - September 2004
NAPCO LLC 1997 - 1998
Skills
Insurance, Reinsurance, Business Management, New Business Development, Sales Management, Salesforce.com, Selling, Cross Selling, Creative Problem Solving, Creative Concept..., Business Strategy, Business Planning, Business Analysis, Consultancy, Consultative Selling, Strategic Consulting, Management Consulting, Change Management, Operations Management, Team Building, Team Leadership, Team Management, Strategic Planning, Problem Solving, Underwriting, Production, Technology..., Procurement, Board Presentations, Board Relations, Advisory Boards, Board Leadership, RFP preparation, Feasibility Studies, Product Life Cycle..., Joint Ventures, Risk Management, Enterprise Risk..., Benchmarking, Stewardship, Complex Sales, Complex Solutions, Complex Transactions, Loss Mitigation, Partner Relationships, Contract Negotiations, Commercial Real Estate, Real Estate Sales..., Licensed Property &..., Licensed Life & Health...
Education
St. John's University 1995 — 1997
BBA, Insurance
The College of Insurance 1995 — 1997
BBA, Insurance
Clarkstown High School North 1993 — 1994
HS
Elaine Sharpe Elaine Sharpe's Wells Fargo Insurance Services Experience 2006 - 2014
Job VP Sales USI Insurance Services
Industry Insurance
Experience
USI Insurance Services 2014 - Present
Wells Fargo Insurance Services 2006 - 2014
Cumberland Valley Insurance 2004 - 2006
Palm Beach Company 1977 - 2002
Skills
Employee Benefits, Benefits Negotiation, Self-funded, Stop Loss, Workers Compensation, Property & Casualty..., Human Resources, Leadership, Workplace Safety, Sales, Marketing, Problem Solving, Budgets, Risk Management, Consulting, Health Insurance
Education
Somerset Community College
Fire & Safety
USI Insurance Services 2014 - Present
Wells Fargo Insurance Services 2006 - 2014
Cumberland Valley Insurance 2004 - 2006
Palm Beach Company 1977 - 2002
Skills
Employee Benefits, Benefits Negotiation, Self-funded, Stop Loss, Workers Compensation, Property & Casualty..., Human Resources, Leadership, Workplace Safety, Sales, Marketing, Problem Solving, Budgets, Risk Management, Consulting, Health Insurance
Education
Somerset Community College
Fire & Safety
Drew Bolger Drew Bolger's Wells Fargo Insurance Services Experience November 2010 - February 2015
Job Vice President at Legacy Risk & Insurance Services, LLC
Industry Insurance
Experience
Legacy Risk & Insurance Services, LLC February 2015 - Present
Wells Fargo Insurance Services November 2010 - February 2015
Arthur J. Gallagher & Co. August 2007 - November 2010
Cushman & Wakefield May 2005 - September 2005
Skills
Risk Management, Casualty, Customer Relations, Strategic Planning, Product Liability, Errors & Omissions..., Clinical Trials, Insurance, Property & Casualty..., Brokers, Account Management, Customer Service, Commercial Insurance, Professional Liability, Financial Services, Financial Modeling, New Business Development, D&O, Employment Practices..., Underwriting, Workers Compensation, Credit, Casualty Insurance
Education
Santa Clara University - Leavey School of Business 2003 — 2007
Bachelor of Science, Finance
St. Rita's Sierra Madre
St. Rita's Sierra Madre
Legacy Risk & Insurance Services, LLC February 2015 - Present
Wells Fargo Insurance Services November 2010 - February 2015
Arthur J. Gallagher & Co. August 2007 - November 2010
Cushman & Wakefield May 2005 - September 2005
Skills
Risk Management, Casualty, Customer Relations, Strategic Planning, Product Liability, Errors & Omissions..., Clinical Trials, Insurance, Property & Casualty..., Brokers, Account Management, Customer Service, Commercial Insurance, Professional Liability, Financial Services, Financial Modeling, New Business Development, D&O, Employment Practices..., Underwriting, Workers Compensation, Credit, Casualty Insurance
Education
Santa Clara University - Leavey School of Business 2003 — 2007
Bachelor of Science, Finance
St. Rita's Sierra Madre
St. Rita's Sierra Madre
Jane (Fifield) Hambleton Jane (Fifield) Hambleton's Wells Fargo Insurance Services Experience October 1992 - May 2014
Job Insurance Account Representative
Industry Insurance
Experience
USI Insurance May 2014 - May 2015
Wells Fargo Insurance Services October 1992 - May 2014
Skills
Property & Casualty..., Umbrella Insurance, Casualty, Commercial Insurance, Insurance, Professional Liability, Liability, Legal Liability, Disability Insurance, Life Insurance, Health Insurance, General Insurance, Commercial Lines, Underwriting, Casualty Insurance
Education
Stevens Henager College 1991 — 1992
Legal Administrative Assistant/Secretary
Box Elder High School 1972 — 1976
USI Insurance May 2014 - May 2015
Wells Fargo Insurance Services October 1992 - May 2014
Skills
Property & Casualty..., Umbrella Insurance, Casualty, Commercial Insurance, Insurance, Professional Liability, Liability, Legal Liability, Disability Insurance, Life Insurance, Health Insurance, General Insurance, Commercial Lines, Underwriting, Casualty Insurance
Education
Stevens Henager College 1991 — 1992
Legal Administrative Assistant/Secretary
Box Elder High School 1972 — 1976
Ray Gil Ray Gil's Wells Fargo Insurance Services Experience August 2002 - Present
Job Property & Casualty Broker
Industry Insurance
Experience
Wells Fargo Insurance Services August 2002 - Present
Education
St. John's University
bachelor's degree Business Administration, Insurance
Wells Fargo Insurance Services August 2002 - Present
Education
St. John's University
bachelor's degree Business Administration, Insurance
Deborah Wade, AINS, KACSR, CPIW, CTM's Wells Fargo Insurance Services Experience August 2006 - May 2014
Job Protecting clients financial assets
Industry Insurance
Experience
Underwriters Safety and Claims August 2015 - Present
USI Insurance Services May 2014 - August 2015
Wells Fargo Insurance Services August 2006 - May 2014
Robert H. Clarkson Insurance Agency May 2002 - August 2006
Jewish Hospital & St. Mary's HealthCare September 2001 - May 2002
Fireman's Fund Insurance Company December 1972 - September 2001
Skills
Commercial Insurance, Property, Professional Liability, Workers Compensation, General Insurance, Umbrella Insurance, D, Employment Practices..., Inland Marine, Team Building, Account Management, Public Speaking, Training, Underwriting, Legal Liability, Excess, Commercial Lines..., Commercial Lines
Education
Sullivan University 1972 — 1973
Yes, Legal Diplomatic Associates Degree
Insurance institute of Armerica
General Insurance, AINS, KACSR., Insurance
Jefferson Community College
Underwriters Safety and Claims August 2015 - Present
USI Insurance Services May 2014 - August 2015
Wells Fargo Insurance Services August 2006 - May 2014
Robert H. Clarkson Insurance Agency May 2002 - August 2006
Jewish Hospital & St. Mary's HealthCare September 2001 - May 2002
Fireman's Fund Insurance Company December 1972 - September 2001
Skills
Commercial Insurance, Property, Professional Liability, Workers Compensation, General Insurance, Umbrella Insurance, D, Employment Practices..., Inland Marine, Team Building, Account Management, Public Speaking, Training, Underwriting, Legal Liability, Excess, Commercial Lines..., Commercial Lines
Education
Sullivan University 1972 — 1973
Yes, Legal Diplomatic Associates Degree
Insurance institute of Armerica
General Insurance, AINS, KACSR., Insurance
Jefferson Community College
Judy Anderson CWCP's Wells Fargo Insurance Services Experience June 2005 - Present
Job AVP Claims Consultant
Industry Insurance
Experience
Wells Fargo Insurance Services June 2005 - Present
PMA Insurance Group September 2003 - June 2005
RSA (formerly Royal & Sun Alliance Insurance plc), Latin America 2000 - 2003
EBI September 1998 - 2000
Federated Mutual 1992 - 1995
Skills
Analytical Abilities, Results Oriented, Customer Focus, Analytical Skills, Goal Oriented, Claims Management, Property & Casualty..., Claim
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1981 — 1985
B.S., Marketing
Wells Fargo Insurance Services June 2005 - Present
PMA Insurance Group September 2003 - June 2005
RSA (formerly Royal & Sun Alliance Insurance plc), Latin America 2000 - 2003
EBI September 1998 - 2000
Federated Mutual 1992 - 1995
Skills
Analytical Abilities, Results Oriented, Customer Focus, Analytical Skills, Goal Oriented, Claims Management, Property & Casualty..., Claim
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1981 — 1985
B.S., Marketing
Andrea Senior-Tilley's Wells Fargo Insurance Services Experience May 2006 - Present
Job Senior Account Manager at Wells Fargo
Industry Insurance
Experience
Wells Fargo Insurance Services May 2006 - Present
Atlanta International Risk Management and Insurance 2001 - 2006
Pritchard & Jerden 1999 - 2001
Skills
property risk, Property & Casualty..., Commercial Insurance, Risk Management, Exposure Assessment, Manage quotes, Excess & Surplus Lines, Review contractual..., Assist with data..., Proposal/Summary...
Education
Temple University
Bachelor of Arts (BA), Risk Management and Insurance and Human Resources
Wells Fargo Insurance Services May 2006 - Present
Atlanta International Risk Management and Insurance 2001 - 2006
Pritchard & Jerden 1999 - 2001
Skills
property risk, Property & Casualty..., Commercial Insurance, Risk Management, Exposure Assessment, Manage quotes, Excess & Surplus Lines, Review contractual..., Assist with data..., Proposal/Summary...
Education
Temple University
Bachelor of Arts (BA), Risk Management and Insurance and Human Resources
Terry Lemmons's Wells Fargo Insurance Services Experience 2007 - August 2012
Job Director of Business Development at Optim Healthcare
Industry Insurance
Experience
Optim Healthcare January 2015 - Present
Willis August 2012 - December 2014
Wells Fargo Insurance Services 2007 - August 2012
Aon 2003 - 2006
Total Benefit Resource 2000 - 2003
Liberty Mutual Insurance Group 1998 - 2000
Skills
Competitive Analysis, Sales Process, Insurance, Executive Management, New Business Development, Risk Management, Strategic Planning, Relationship Management, Salesforce.com, Business Development, Management, Sales, Program Management, Forecasting, Strategy, Change Management, Team Building, Commercial Insurance, Coaching, Team Leadership, Employee Benefits, Leadership, Marketing
Education
Texas A&M University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.0
Leadership Savannah
Southwest Texas State University
Master of Business Administration (MBA) Program, Business Administration and Management, General
Optim Healthcare January 2015 - Present
Willis August 2012 - December 2014
Wells Fargo Insurance Services 2007 - August 2012
Aon 2003 - 2006
Total Benefit Resource 2000 - 2003
Liberty Mutual Insurance Group 1998 - 2000
Skills
Competitive Analysis, Sales Process, Insurance, Executive Management, New Business Development, Risk Management, Strategic Planning, Relationship Management, Salesforce.com, Business Development, Management, Sales, Program Management, Forecasting, Strategy, Change Management, Team Building, Commercial Insurance, Coaching, Team Leadership, Employee Benefits, Leadership, Marketing
Education
Texas A&M University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.0
Leadership Savannah
Southwest Texas State University
Master of Business Administration (MBA) Program, Business Administration and Management, General
Jessica Barth Jessica Barth's Wells Fargo Insurance Services Experience May 2006 - August 2008
Job Healthcare, Health Promotion, and Education
Industry Health, Wellness and Fitness
Experience
Sogang Language Program March 2014 - February 2015
Cigna Behavioral Health March 2013 - February 2014
Cigna Behavioral Health September 2011 - March 2013
Cigna Behavioral Health January 2010 - August 2011
Health Fitness Corporation December 2008 - January 2010
Minnesota Department of Health August 2009 - December 2009
Minnesota Department of Health February 2009 - September 2009
NorthPoint Health & Wellness Center June 2008 - August 2008
Wells Fargo Insurance Services May 2006 - August 2008
Skills
Customer Service, Problem Solving, Leadership, Communication, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Health Promotion, Healthcare, Behavioral Health, Research, Health Education, Project Planning, Microsoft Office, Teaching, Project Management, Psychology, Employee Benefits, Time Management, Data Analysis, Wellness, Social Media, Health Insurance, Social Networking, Health Advocacy, Reproductive Health, Family Planning, Qualitative Research, Community Health, Health Care Reform, Health, Health Program Planning, EAP, Employee Wellness, Health Psychology, Public Health, Creativity, Program Evaluation, Focus Groups, Training, Mentoring, Six Sigma, SAS, Positive Personality, Learning Quickly, Adaptable to Changes, Close Attention to..., Writing, Statistics
Education
University of Minnesota-Twin Cities 2007 — 2010
Master of Public Health, Community Health Promotion
St. Catherine University 2002 — 2005
Bachelor of Arts (BA), Psychology
Sogang Language Program March 2014 - February 2015
Cigna Behavioral Health March 2013 - February 2014
Cigna Behavioral Health September 2011 - March 2013
Cigna Behavioral Health January 2010 - August 2011
Health Fitness Corporation December 2008 - January 2010
Minnesota Department of Health August 2009 - December 2009
Minnesota Department of Health February 2009 - September 2009
NorthPoint Health & Wellness Center June 2008 - August 2008
Wells Fargo Insurance Services May 2006 - August 2008
Skills
Customer Service, Problem Solving, Leadership, Communication, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Health Promotion, Healthcare, Behavioral Health, Research, Health Education, Project Planning, Microsoft Office, Teaching, Project Management, Psychology, Employee Benefits, Time Management, Data Analysis, Wellness, Social Media, Health Insurance, Social Networking, Health Advocacy, Reproductive Health, Family Planning, Qualitative Research, Community Health, Health Care Reform, Health, Health Program Planning, EAP, Employee Wellness, Health Psychology, Public Health, Creativity, Program Evaluation, Focus Groups, Training, Mentoring, Six Sigma, SAS, Positive Personality, Learning Quickly, Adaptable to Changes, Close Attention to..., Writing, Statistics
Education
University of Minnesota-Twin Cities 2007 — 2010
Master of Public Health, Community Health Promotion
St. Catherine University 2002 — 2005
Bachelor of Arts (BA), Psychology
Kristine Bird's Wells Fargo Insurance Services Experience 2000 - 2006
Job Benefit Analyst at Fairview Health Services
Industry Human Resources
Experience
Fairview Health Services February 2015 - Present
Katun Corporation June 2012 - February 2015
Christopher & Banks October 2011 - March 2012
HR Service Team January 2011 - October 2011
Green Tree Servicing July 2010 - December 2010
Graco 2006 - 2009
Wells Fargo Insurance Services 2000 - 2006
Skills
Employee & Vendor..., Strategic Wellness Plan..., Strategic Planning &..., Policy & Procedure..., Contract Negotiations, Internal Change &..., Benefit Plan Analysis, HRIS Systems, Employee Benefits, HRIS, Management, Strategic Planning, Strategy, Program Management, Leadership, CRM, Training, Deferred Compensation, Vendor Management, Personnel Management, Change Management, Human Resources, Analysis, Policy, Performance Management
Education
St. Cloud State University 1994 — 1998
Bachelor's, Education
Fairview Health Services February 2015 - Present
Katun Corporation June 2012 - February 2015
Christopher & Banks October 2011 - March 2012
HR Service Team January 2011 - October 2011
Green Tree Servicing July 2010 - December 2010
Graco 2006 - 2009
Wells Fargo Insurance Services 2000 - 2006
Skills
Employee & Vendor..., Strategic Wellness Plan..., Strategic Planning &..., Policy & Procedure..., Contract Negotiations, Internal Change &..., Benefit Plan Analysis, HRIS Systems, Employee Benefits, HRIS, Management, Strategic Planning, Strategy, Program Management, Leadership, CRM, Training, Deferred Compensation, Vendor Management, Personnel Management, Change Management, Human Resources, Analysis, Policy, Performance Management
Education
St. Cloud State University 1994 — 1998
Bachelor's, Education
Brandi McKim Brandi McKim's Wells Fargo Insurance Services Experience June 2013 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Insurance Services February 2006 - June 2013
Better Business Bureau Serving West Florida March 2002 - December 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Invoicing, Data Entry, Commercial Lines, Endorsements, Auditing, Policy, Certificates, Loss Runs, Policy Checking, Nexsure, Cybersure, Customer Service, Workers Compensation, Underwriting, Casualty Insurance, Liability
Education
FAIA
Florida Insurance License
St. Petersburg College 2003 — 2004
Largo High School 1999 — 2003
Diploma
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Insurance Services February 2006 - June 2013
Better Business Bureau Serving West Florida March 2002 - December 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Invoicing, Data Entry, Commercial Lines, Endorsements, Auditing, Policy, Certificates, Loss Runs, Policy Checking, Nexsure, Cybersure, Customer Service, Workers Compensation, Underwriting, Casualty Insurance, Liability
Education
FAIA
Florida Insurance License
St. Petersburg College 2003 — 2004
Largo High School 1999 — 2003
Diploma
Patrick Pavich Patrick Pavich's Wells Fargo Insurance Services Experience 2008 - 2009
Job Sales & Logistics at Sweet P's Pantry
Industry Insurance
Experience
Sweet P's Pantry September 2012 - Present
Risk Management Solutions, LLC January 2010 - Present
Wells Fargo Insurance Services 2008 - 2009
M3 Insurance Solutions for Business 2005 - 2007
Skills
Account Management, Strategic Planning, Underwriting, New Business Development, Employee Benefits, Professional Liability, Insurance, Commercial Insurance, Sales, Property & Casualty..., Sales Management
Education
St. Ambrose University 1964 — 1967
Business, Insurance
Sweet P's Pantry September 2012 - Present
Risk Management Solutions, LLC January 2010 - Present
Wells Fargo Insurance Services 2008 - 2009
M3 Insurance Solutions for Business 2005 - 2007
Skills
Account Management, Strategic Planning, Underwriting, New Business Development, Employee Benefits, Professional Liability, Insurance, Commercial Insurance, Sales, Property & Casualty..., Sales Management
Education
St. Ambrose University 1964 — 1967
Business, Insurance
Sara Kowski Sara Kowski's Wells Fargo Insurance Services Experience April 2014 - Present
Job Communications Consultant at Wells Fargo Insurance Services
Industry Public Relations and Communications
Experience
Wells Fargo Insurance Services April 2014 - Present
IABC Minnesota January 2013 - Present
Wells Fargo December 2012 - April 2014
IABC Minnesota July 2012 - January 2013
Wells Fargo May 2008 - December 2012
Carlson Hotels Worldwide September 2005 - May 2008
Thomson West September 2001 - September 2005
Priority Publications August 2000 - September 2001
Skills
Internal Communications, Strategic Communications, Corporate Communications, Marketing Communications, Newsletters, Editing, Communications Planning, Content Management, Social Media, Email Marketing, Team Leadership, Brand Management, Management
Education
College of St. Catherine 1996 — 2000
Bachelor of Arts, English and Spanish
Wells Fargo Insurance Services April 2014 - Present
IABC Minnesota January 2013 - Present
Wells Fargo December 2012 - April 2014
IABC Minnesota July 2012 - January 2013
Wells Fargo May 2008 - December 2012
Carlson Hotels Worldwide September 2005 - May 2008
Thomson West September 2001 - September 2005
Priority Publications August 2000 - September 2001
Skills
Internal Communications, Strategic Communications, Corporate Communications, Marketing Communications, Newsletters, Editing, Communications Planning, Content Management, Social Media, Email Marketing, Team Leadership, Brand Management, Management
Education
College of St. Catherine 1996 — 2000
Bachelor of Arts, English and Spanish
Joseph (Joe) Renner's Wells Fargo Insurance Services Experience August 2011 - September 2012
Job Area Manager, Dealer Initiatives at Edmunds.com
Industry Automotive
Experience
Edmunds.com September 2013 - Present
Wells Fargo Insurance Services August 2011 - September 2012
The Cobalt Group September 2007 - August 2011
Renner Automotive LLC // Renner Imports Inc. President May 2003 - August 2007
Renner Oldsmobile July 1997 - June 2004
Renner Imports, INC June 1993 - August 1997
Skills
Online Advertising, Public Relations, Web Marketing, Salesforce.com, Sales Management, Account Management, Lead Generation, Sales, Marketing Strategy, New Business Development, Marketing, Email Marketing, Property & Casualty..., Leadership, Automotive, Team Building, Strategic Planning, Management, CRM, Online Marketing, Start-ups, Team Leadership, Coaching, Strategy, SEO, Project Management, Social Media, Customer Satisfaction, Forecasting, Retail, Digital Marketing, Contract Negotiation, Market Research, Sales Process
Education
the Hartford School of Insurance 2011 — 2011
CLCS
NADA Dealer Candidate School 1990 — 1991
Associate degree, Dealership Operations
St. Norbert College 1986 — 1990
BBA, Business
Marquette University High School 1983 — 1986
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Edmunds.com September 2013 - Present
Wells Fargo Insurance Services August 2011 - September 2012
The Cobalt Group September 2007 - August 2011
Renner Automotive LLC // Renner Imports Inc. President May 2003 - August 2007
Renner Oldsmobile July 1997 - June 2004
Renner Imports, INC June 1993 - August 1997
Skills
Online Advertising, Public Relations, Web Marketing, Salesforce.com, Sales Management, Account Management, Lead Generation, Sales, Marketing Strategy, New Business Development, Marketing, Email Marketing, Property & Casualty..., Leadership, Automotive, Team Building, Strategic Planning, Management, CRM, Online Marketing, Start-ups, Team Leadership, Coaching, Strategy, SEO, Project Management, Social Media, Customer Satisfaction, Forecasting, Retail, Digital Marketing, Contract Negotiation, Market Research, Sales Process
Education
the Hartford School of Insurance 2011 — 2011
CLCS
NADA Dealer Candidate School 1990 — 1991
Associate degree, Dealership Operations
St. Norbert College 1986 — 1990
BBA, Business
Marquette University High School 1983 — 1986
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Kimberly Scherer's Wells Fargo Insurance Services Experience February 2012 - Present
Job Insurance Account Coordinator
Industry Insurance
Experience
Wells Fargo Insurance Services February 2012 - Present
Socius Insurance Services, Inc. November 2010 - June 2011
State Farm Insurance Agency August 1999 - September 2010
Aegis (Equity Accelerator Program) December 1997 - February 1999
The Academy of Art University February 1997 - November 1997
Daily and Weekly Pennsylvania Newspapers 1993 - 1996
United Way 1993 - 1993
Skills
Newspaper Design, Newsletter Design, News Writing
Education
Shippensburg University of Pennsylvania 1992 — 1996
BA, Communication
Wells Fargo Insurance Services February 2012 - Present
Socius Insurance Services, Inc. November 2010 - June 2011
State Farm Insurance Agency August 1999 - September 2010
Aegis (Equity Accelerator Program) December 1997 - February 1999
The Academy of Art University February 1997 - November 1997
Daily and Weekly Pennsylvania Newspapers 1993 - 1996
United Way 1993 - 1993
Skills
Newspaper Design, Newsletter Design, News Writing
Education
Shippensburg University of Pennsylvania 1992 — 1996
BA, Communication
Regina Erekson Regina Erekson's Wells Fargo Insurance Services Experience September 2004 - February 2006
Job Beauty Consultant at CVS Health
Industry Cosmetics
Experience
CVS Health March 2015 - Present
Avalon Salon and Day Spa June 2013 - February 2015
Platinum Salon September 2011 - March 2013
Beyond Beauty NYC July 2009 - September 2011
Wells Fargo Insurance Services September 2004 - February 2006
Infonet Services Corporation January 2001 - June 2003
Skills
Administrative..., Event Management, Customer Service, Management, Calendaring, Travel Arrangements, Calendars, Expense Reports, Database Admin, Sales Management, Administrative..., Sales, Microsoft Excel, PowerPoint, Team Building, Merchandising, Event Planning
Education
Empire 2009 — 2010
NYS License, Cosmetology, Barber/Styling, and Nail Instructor
National Alliance 2006 — 2006
Course Completion, Sales Production and Development
Santa Monica College 1998 — 1999
Business Administration and Management, General
CVS Health March 2015 - Present
Avalon Salon and Day Spa June 2013 - February 2015
Platinum Salon September 2011 - March 2013
Beyond Beauty NYC July 2009 - September 2011
Wells Fargo Insurance Services September 2004 - February 2006
Infonet Services Corporation January 2001 - June 2003
Skills
Administrative..., Event Management, Customer Service, Management, Calendaring, Travel Arrangements, Calendars, Expense Reports, Database Admin, Sales Management, Administrative..., Sales, Microsoft Excel, PowerPoint, Team Building, Merchandising, Event Planning
Education
Empire 2009 — 2010
NYS License, Cosmetology, Barber/Styling, and Nail Instructor
National Alliance 2006 — 2006
Course Completion, Sales Production and Development
Santa Monica College 1998 — 1999
Business Administration and Management, General
Charles Haug Charles Haug's Wells Fargo Insurance Services Experience 2007 - 2013
Job Associate Account Executive at DeWitt Stern
Industry Insurance
Experience
DeWitt Stern January 2014 - Present
The Rubin Group, Inc. August 2013 - January 2014
Wells Fargo Insurance Services 2007 - 2013
Town of Babylon Department of Public Works June 2004 - August 2006
Skills
Insurance, Risk Management, Underwriting, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Small Business, Property & Casualty..., Personal Lines Auto, Communication, Team Management, Team Leadership, Commercial Lines, General Insurance, Umbrella Insurance, Liability, Social Media, Social Networking, Music, Commercial Insurance
Education
State University of New York at New Paltz 2003 — 2007
Bachelor's degree, Communication and Media Studies
St. John the Baptist Diocesan High School 1999 — 2003
New York State Regents Diploma
DeWitt Stern January 2014 - Present
The Rubin Group, Inc. August 2013 - January 2014
Wells Fargo Insurance Services 2007 - 2013
Town of Babylon Department of Public Works June 2004 - August 2006
Skills
Insurance, Risk Management, Underwriting, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Small Business, Property & Casualty..., Personal Lines Auto, Communication, Team Management, Team Leadership, Commercial Lines, General Insurance, Umbrella Insurance, Liability, Social Media, Social Networking, Music, Commercial Insurance
Education
State University of New York at New Paltz 2003 — 2007
Bachelor's degree, Communication and Media Studies
St. John the Baptist Diocesan High School 1999 — 2003
New York State Regents Diploma
Eric Quackenbush Eric Quackenbush's Wells Fargo Insurance Services Experience May 2010 - September 2012
Job Sales and Management
Industry Financial Services
Experience
Viking Forest Products September 2012 - Present
Lazy Q Network June 2010 - Present
Wells Fargo Insurance Services May 2010 - September 2012
LA Fitness January 2010 - May 2010
Saluki Sports Properties-Learfield Sports November 2008 - December 2009
Southern Illinois University August 2008 - December 2009
Carbondale Community High School July 2008 - November 2009
Chokio-Alberta High School November 2006 - May 2007
Skills
Time Management, Training, Insurance, Social Media Marketing, Team Building, Leadership, Microsoft Word, Baseball, Life Insurance, Personal Training, Negotiation, Account Management
Education
Southern Illinois University, Carbondale 2008 — 2009
M. Ed., Sport Management
University of Minnesota-Morris 2005 — 2007
B.A., Exercise and Sport Science
Viking Forest Products September 2012 - Present
Lazy Q Network June 2010 - Present
Wells Fargo Insurance Services May 2010 - September 2012
LA Fitness January 2010 - May 2010
Saluki Sports Properties-Learfield Sports November 2008 - December 2009
Southern Illinois University August 2008 - December 2009
Carbondale Community High School July 2008 - November 2009
Chokio-Alberta High School November 2006 - May 2007
Skills
Time Management, Training, Insurance, Social Media Marketing, Team Building, Leadership, Microsoft Word, Baseball, Life Insurance, Personal Training, Negotiation, Account Management
Education
Southern Illinois University, Carbondale 2008 — 2009
M. Ed., Sport Management
University of Minnesota-Morris 2005 — 2007
B.A., Exercise and Sport Science
Kristin Barnes Kristin Barnes's Wells Fargo Insurance Services Experience December 2007 - August 2010
Job Director of Human Resources and Organizational Development
Industry Human Resources
Experience
Barracuda (NYSE: CUDA) June 2014 - Present
Barracuda Networks September 2013 - Present
Barracuda Networks July 2012 - Present
Barracuda Networks February 2012 - July 2012
Barracuda Networks March 2011 - February 2012
Saint Mary's College of California August 2010 - February 2011
Wells Fargo Insurance Services December 2007 - August 2010
Skills
Benefits Administration, Employee Relations, Performance Management, Team Building, Workers Compensation, Deferred Compensation, Employee Training, Recruiting, Onboarding, Employee Benefits, New Hire Orientations, Management, Employee Engagement, Human Resources, Interviews, Training, CRM, Strategy, Coaching, Technical Recruiting, Customer Service, Talent Acquisition, Organizational..., Leadership, Business Development, Sourcing, ADP Payroll, Salesforce.com
Education
Santa Clara University
Master's Degree, Counseling Psychology Sept 2009
Santa Clara University
a Bachelor of Science degree, Business Marketing
Barracuda (NYSE: CUDA) June 2014 - Present
Barracuda Networks September 2013 - Present
Barracuda Networks July 2012 - Present
Barracuda Networks February 2012 - July 2012
Barracuda Networks March 2011 - February 2012
Saint Mary's College of California August 2010 - February 2011
Wells Fargo Insurance Services December 2007 - August 2010
Skills
Benefits Administration, Employee Relations, Performance Management, Team Building, Workers Compensation, Deferred Compensation, Employee Training, Recruiting, Onboarding, Employee Benefits, New Hire Orientations, Management, Employee Engagement, Human Resources, Interviews, Training, CRM, Strategy, Coaching, Technical Recruiting, Customer Service, Talent Acquisition, Organizational..., Leadership, Business Development, Sourcing, ADP Payroll, Salesforce.com
Education
Santa Clara University
Master's Degree, Counseling Psychology Sept 2009
Santa Clara University
a Bachelor of Science degree, Business Marketing
Rebel Ann Riley Rebel Ann Riley's Wells Fargo Insurance Services Experience 2008 - 2009
Job Seeking a career change to Human Resources in the medical field. I have completed my HR Certifications.
Industry Human Resources
Experience
in the Healthcare Field GL ManagerWells Fargo Insurance Services2009 - 2010
Wells Fargo Insurance Services 2008 - 2009
Wachovia Insurance Services 2005 - 2008
Palmer & Cay 2000 - 2005
St Josephs/Candler Health System 1998 - June 2000
Southeast Healthcare (acquired by St. Josephs/Candler) 1998 - 2000
Equity Residential 1990 - 1997
Education
Texas A&M University-Commerce
BBA, Finance
in the Healthcare Field GL ManagerWells Fargo Insurance Services2009 - 2010
Wells Fargo Insurance Services 2008 - 2009
Wachovia Insurance Services 2005 - 2008
Palmer & Cay 2000 - 2005
St Josephs/Candler Health System 1998 - June 2000
Southeast Healthcare (acquired by St. Josephs/Candler) 1998 - 2000
Equity Residential 1990 - 1997
Education
Texas A&M University-Commerce
BBA, Finance
Anne Volz's Wells Fargo Insurance Services Experience March 2011 - October 2014
Job
Industry Public Relations and Communications
Experience
Wells Fargo Insurance Services March 2011 - October 2014
Sandler-Innocenzi 2010 - 2011
Santa Clara University 2007 - 2010
California Political Consultant 2004 - 2007
Skills
Public Relations, Strategic Communications, Fundraising, Marketing Strategy, Crisis Communications, Marketing, Public Affairs, Digital Communication..., Corporate Communications, Media Relations, Marketing Communications, Social Media, Social Media Marketing, Press Releases, Internal Communications
Education
Santa Clara University 2007 — 2010
MBA
Santa Clara University 2000 — 2004
Bachelor of Arts
Wells Fargo Insurance Services March 2011 - October 2014
Sandler-Innocenzi 2010 - 2011
Santa Clara University 2007 - 2010
California Political Consultant 2004 - 2007
Skills
Public Relations, Strategic Communications, Fundraising, Marketing Strategy, Crisis Communications, Marketing, Public Affairs, Digital Communication..., Corporate Communications, Media Relations, Marketing Communications, Social Media, Social Media Marketing, Press Releases, Internal Communications
Education
Santa Clara University 2007 — 2010
MBA
Santa Clara University 2000 — 2004
Bachelor of Arts
Tuyet Le's Wells Fargo Insurance Services Experience June 2007 - January 2011
Job Certified Instructor at Kumon Math & Reading
Industry Primary/Secondary Education
Experience
Kumon Math & Reading February 2013 - Present
USI Insurance Services November 2011 - February 2013
Beach Benefits Group, Ltd. November 2010 - October 2011
Wells Fargo Insurance Services June 2007 - January 2011
Southern Health October 2004 - June 2007
Verizon April 2002 - November 2003
Bath and Body Works August 2000 - January 2002
Circuit City Express December 1997 - September 2000
Skills
Benefits Administration, Customer Service, Customer Satisfaction, Cold Calling, Proposal Writing
Education
Strayer University 2005 — 2007
MBA, Master Business Administration
Virginia Commonwealth University 1998 — 2005
Bachelor of Science, Business Administration
Kumon Math & Reading February 2013 - Present
USI Insurance Services November 2011 - February 2013
Beach Benefits Group, Ltd. November 2010 - October 2011
Wells Fargo Insurance Services June 2007 - January 2011
Southern Health October 2004 - June 2007
Verizon April 2002 - November 2003
Bath and Body Works August 2000 - January 2002
Circuit City Express December 1997 - September 2000
Skills
Benefits Administration, Customer Service, Customer Satisfaction, Cold Calling, Proposal Writing
Education
Strayer University 2005 — 2007
MBA, Master Business Administration
Virginia Commonwealth University 1998 — 2005
Bachelor of Science, Business Administration
Cyril Sanchez's Wells Fargo Insurance Services Experience August 2012 - Present
Job Account Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2012 - Present
Cambia Health Solutions January 2005 - June 2012
Cambia Health Solutions March 2010 - December 2010
Cambia Health Solutions February 2003 - December 2005
Skills
Health Insurance, Insurance, Medicare, Health Policy, Medicare Part D, Underwriting, Claim, HMO, Provider Relations, Managed Care, SDLC, HIPAA, Employee Benefits, Life Insurance, Disability Insurance, Account Management, Customer Service
Education
Seattle University
Matteo Ricci School of Arts and Humanities
University of Washington
American Ethnic Studies
Wells Fargo Insurance Services August 2012 - Present
Cambia Health Solutions January 2005 - June 2012
Cambia Health Solutions March 2010 - December 2010
Cambia Health Solutions February 2003 - December 2005
Skills
Health Insurance, Insurance, Medicare, Health Policy, Medicare Part D, Underwriting, Claim, HMO, Provider Relations, Managed Care, SDLC, HIPAA, Employee Benefits, Life Insurance, Disability Insurance, Account Management, Customer Service
Education
Seattle University
Matteo Ricci School of Arts and Humanities
University of Washington
American Ethnic Studies
Valeria Mereminskiy's Wells Fargo Insurance Services Experience July 2011 - January 2015
Job Personal Lines Account Executive: Private Client at Risk Strategies Company
Industry Insurance
Experience
Risk Strategies Company January 2015 - Present
Wells Fargo Insurance Services July 2011 - January 2015
Panos Agency October 2010 - July 2011
Willis HRH 2008 - 2009
Fidelity Amerisurance Ins. Services 2005 - 2008
Education
San Jose State University 2002 — 2007
Risk Strategies Company January 2015 - Present
Wells Fargo Insurance Services July 2011 - January 2015
Panos Agency October 2010 - July 2011
Willis HRH 2008 - 2009
Fidelity Amerisurance Ins. Services 2005 - 2008
Education
San Jose State University 2002 — 2007
John Schultz's Wells Fargo Insurance Services Experience September 2010 - June 2013
Job Owner at Anytime Fitness
Industry Health, Wellness and Fitness
Experience
Anytime Fitness July 2015 - Present
Anytime Fitness October 2014 - Present
Bay and Bay Transportation April 2014 - September 2014
Bay and Bay Transportation June 2013 - April 2014
Wells Fargo Insurance Services September 2010 - June 2013
C.H. Robinson May 2007 - September 2010
Skills
Legal Liability, Underwriting, Disability Insurance, Sales, Health Insurance, Account Management, Cold Calling, Property & Casualty..., Insurance, Customer Service, Training, Commercial Insurance, Marketing Strategy, Customer Retention, Leadership, Strategy, Sales Management, Strategic Planning, Project Management, Program Management, New Business Development, Transportation, Team Building, LTL, Logistics, Marketing
Education
St. Cloud State University 2003 — 2007
Bachelor of Arts (B.A.), Communication
Sauk Rapids, MN High School
American Sports and Fitness Certification 2013 — 2014
ASFC Personal Training Certification, Sports and Fitness Personal Training
Anytime Fitness July 2015 - Present
Anytime Fitness October 2014 - Present
Bay and Bay Transportation April 2014 - September 2014
Bay and Bay Transportation June 2013 - April 2014
Wells Fargo Insurance Services September 2010 - June 2013
C.H. Robinson May 2007 - September 2010
Skills
Legal Liability, Underwriting, Disability Insurance, Sales, Health Insurance, Account Management, Cold Calling, Property & Casualty..., Insurance, Customer Service, Training, Commercial Insurance, Marketing Strategy, Customer Retention, Leadership, Strategy, Sales Management, Strategic Planning, Project Management, Program Management, New Business Development, Transportation, Team Building, LTL, Logistics, Marketing
Education
St. Cloud State University 2003 — 2007
Bachelor of Arts (B.A.), Communication
Sauk Rapids, MN High School
American Sports and Fitness Certification 2013 — 2014
ASFC Personal Training Certification, Sports and Fitness Personal Training
Chris Padowan's Wells Fargo Insurance Services Experience May 2011 - May 2014
Job Vice President at WoodruffSawyer & Co
Industry Insurance
Experience
Woodruff-Sawyer & Co May 2014 - Present
Padowan Family Vineyards August 2009 - Present
Wells Fargo Insurance Services May 2011 - May 2014
Mercer August 2006 - May 2011
Mercer Human Resource Consutling 2006 - May 2011
Mercer Health & Benefits 2006 - May 2011
UnitedHealth Group 1994 - 2000
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Underwriting, Benefits Administration, New Business Development, Brokers, Management, Selling, Workers Compensation, Health Savings Accounts, 401k, ERISA, Term Life Insurance, Account Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
CEBS
Southeast Missouri State University 1988 — 1993
B.S., Mass Communications, Public Relations
Woodruff-Sawyer & Co May 2014 - Present
Padowan Family Vineyards August 2009 - Present
Wells Fargo Insurance Services May 2011 - May 2014
Mercer August 2006 - May 2011
Mercer Human Resource Consutling 2006 - May 2011
Mercer Health & Benefits 2006 - May 2011
UnitedHealth Group 1994 - 2000
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Underwriting, Benefits Administration, New Business Development, Brokers, Management, Selling, Workers Compensation, Health Savings Accounts, 401k, ERISA, Term Life Insurance, Account Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
CEBS
Southeast Missouri State University 1988 — 1993
B.S., Mass Communications, Public Relations
Darcy Salmon's Wells Fargo Insurance Services Experience 2001 - 2003
Job Client Service Director at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. January 2014 - Present
Marsh & McLennan Agency LLC June 2012 - January 2014
USI Insurance Services November 2010 - June 2012
USI Insurance Services August 2005 - March 2011
HRH August 2003 - August 2005
Wells Fargo Insurance Services 2001 - 2003
Skills
Property & Casualty..., Professional Liability, D&O, Brokers, Employment Practices..., Liability, Casualty Insurance, Commercial Lines, General Insurance, Umbrella Insurance, Legal Liability, Insurance, Commercial Insurance
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
BBA, Risk Management and Insurance
Arthur J. Gallagher & Co. January 2014 - Present
Marsh & McLennan Agency LLC June 2012 - January 2014
USI Insurance Services November 2010 - June 2012
USI Insurance Services August 2005 - March 2011
HRH August 2003 - August 2005
Wells Fargo Insurance Services 2001 - 2003
Skills
Property & Casualty..., Professional Liability, D&O, Brokers, Employment Practices..., Liability, Casualty Insurance, Commercial Lines, General Insurance, Umbrella Insurance, Legal Liability, Insurance, Commercial Insurance
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
BBA, Risk Management and Insurance
Tony Ackerman's Wells Fargo Insurance Services Experience 1973 - Present
Job Commercial P & C Insurance Sales at Wells Fargo Insurance Services
Industry Insurance
Experience
self 2004 - Present
Wells Fargo Insurance Services 1973 - Present
Wells Fargo Insurance Services 1973 - Present
Education
Southern Illinois University, Carbondale
self 2004 - Present
Wells Fargo Insurance Services 1973 - Present
Wells Fargo Insurance Services 1973 - Present
Education
Southern Illinois University, Carbondale
Chris Sundstrom, ARM, CPCU's Wells Fargo Insurance Services Experience September 2013 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2013 - Present
Aon Risk Solutions June 1996 - January 2013
Aon 1996 - 2007
Arkwright Mutual insurance November 1985 - May 1996
Skills
Employee Benefits, Property & Casualty..., Brokers, Insurance, Salesforce.com..., Pipeline Management, Project Management, Management, Marketing, Underwriting, Risk Management, Mergers & Acquisitions, Customer Service, Claim, Claims Management, Sales Management, Commercial Insurance, Professional Liability, Reinsurance, General Insurance, Sales, Liability, Casualty, Financial Risk, Captives, Health Insurance, Workers Compensation, Legal Liability
Education
St. Olaf College 1981 — 1985
BA, Economics
Owatonna High School 1978 — 1981
Wells Fargo Insurance Services September 2013 - Present
Aon Risk Solutions June 1996 - January 2013
Aon 1996 - 2007
Arkwright Mutual insurance November 1985 - May 1996
Skills
Employee Benefits, Property & Casualty..., Brokers, Insurance, Salesforce.com..., Pipeline Management, Project Management, Management, Marketing, Underwriting, Risk Management, Mergers & Acquisitions, Customer Service, Claim, Claims Management, Sales Management, Commercial Insurance, Professional Liability, Reinsurance, General Insurance, Sales, Liability, Casualty, Financial Risk, Captives, Health Insurance, Workers Compensation, Legal Liability
Education
St. Olaf College 1981 — 1985
BA, Economics
Owatonna High School 1978 — 1981
Mikale Orren (Lichota)'s Wells Fargo Insurance Services Experience 2005 - Present
Job Account Executive at Insurance Broker
Industry Insurance
Experience
Insurance Broker February 2006 - Present
Wells Fargo Insurance Services 2005 - Present
Frenkel Benefits October 2003 - December 2005
The Balanced Program January 2001 - October 2003
Skills
Underwriting, Customer Service, Insurance, Sales, Disability Insurance, Account Management, Marketing Strategy, Brokers, Project Management, Employee Benefits
Education
Seattle University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration
Maryknoll High School 1991 — 1995
Insurance Broker February 2006 - Present
Wells Fargo Insurance Services 2005 - Present
Frenkel Benefits October 2003 - December 2005
The Balanced Program January 2001 - October 2003
Skills
Underwriting, Customer Service, Insurance, Sales, Disability Insurance, Account Management, Marketing Strategy, Brokers, Project Management, Employee Benefits
Education
Seattle University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration
Maryknoll High School 1991 — 1995
Jennifer Slack's Wells Fargo Insurance Services Experience May 2014 - Present
Job Commercial Lines Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services May 2014 - Present
Wells Fargo Insurance Services March 2011 - May 2014
Rodgers Insurance Group May 2000 - February 2011
Education
Slippery Rock University of Pennsylvania
Wells Fargo Insurance Services May 2014 - Present
Wells Fargo Insurance Services March 2011 - May 2014
Rodgers Insurance Group May 2000 - February 2011
Education
Slippery Rock University of Pennsylvania
Dot Vry's Wells Fargo Insurance Services Experience October 1998 - May 2013
Job Commercial Account Manager at Stahl & Associates Insurance
Industry Insurance
Experience
Stahl & Associates Insurance May 2013 - Present
income tax preparation January 1978 - Present
Wells Fargo Insurance Services October 1998 - May 2013
MDI Contractors Inc. March 1991 - September 1998
Skills
Legal Liability, D&O, Property & Casualty..., Commercial Insurance, Professional Liability, Income Tax, Casualty, Brokers, Liability, Employment Practices..., Casualty Insurance, General Insurance, Insurance, Umbrella Insurance, Underwriting, Workers Compensation
Education
St. Cloud State University 1986 — 1990
Bachelor of Science (BS), Public Administration major with minor in interpersonal communications, Graduated Magna Cum Laude
Stahl & Associates Insurance May 2013 - Present
income tax preparation January 1978 - Present
Wells Fargo Insurance Services October 1998 - May 2013
MDI Contractors Inc. March 1991 - September 1998
Skills
Legal Liability, D&O, Property & Casualty..., Commercial Insurance, Professional Liability, Income Tax, Casualty, Brokers, Liability, Employment Practices..., Casualty Insurance, General Insurance, Insurance, Umbrella Insurance, Underwriting, Workers Compensation
Education
St. Cloud State University 1986 — 1990
Bachelor of Science (BS), Public Administration major with minor in interpersonal communications, Graduated Magna Cum Laude
Becky Pearson's Wells Fargo Insurance Services Experience November 2012 - April 2015
Job Senior Vice President, Willis Group, FINEX North America Cyber and E&O Team
Industry Insurance
Experience
Wells Fargo Insurance Services November 2012 - April 2015
Hays Companies August 2010 - November 2012
AmWINS Group May 2009 - September 2010
Carpenter Moore 2006 - 2009
Hanson, Bridgett 2003 - 2006
Shook, Hardy & Bacon 2000 - 2003
Skills
Professional Liability
Education
University of San Francisco School of Law 1997 — 2000
JD, cum laude
Stanford University 1992 — 1996
AB, Communications
Crescent Valley High School
Wells Fargo Insurance Services November 2012 - April 2015
Hays Companies August 2010 - November 2012
AmWINS Group May 2009 - September 2010
Carpenter Moore 2006 - 2009
Hanson, Bridgett 2003 - 2006
Shook, Hardy & Bacon 2000 - 2003
Skills
Professional Liability
Education
University of San Francisco School of Law 1997 — 2000
JD, cum laude
Stanford University 1992 — 1996
AB, Communications
Crescent Valley High School
Karmin Wells's Wells Fargo Insurance Services Experience March 2002 - Present
Job AVP, Financial Consultant, Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2002 - Present
Skills
Workers Compensation, Property & Casualty..., Employee Benefits, Casualty, Health Insurance, Underwriting, General Insurance, Commercial Lines, Commercial Insurance, Insurance, Liability
Education
Strayer University 2004 — 2006
Wells Fargo Insurance Services March 2002 - Present
Skills
Workers Compensation, Property & Casualty..., Employee Benefits, Casualty, Health Insurance, Underwriting, General Insurance, Commercial Lines, Commercial Insurance, Insurance, Liability
Education
Strayer University 2004 — 2006
Katherine (Kathy) Horne's Wells Fargo Insurance Services Experience January 2010 - Present
Job Risk Management Administrator at Snyder'sLance, Inc.
Industry Insurance
Experience
Snyder's-Lance, Inc. July 2013 - Present
Wells Fargo Insurance Services January 2010 - Present
Thirty-One Gifts February 2012 - March 2013
Avon October 2012 - February 2013
Liberty Mutual Insurance January 2002 - January 2010
Cimtec Automation, Qualitrol January 2001 - January 2002
F. Schumacher & Co. 1997 - 1998
Black & Decker 1993 - 1996
Ostrow Textiles 1992 - 1994
Blanton Enterprises 1986 - 1989
Skills
Change Management, Analysis, Team Leadership, Performance Management, Microsoft Office, Money Manager, Organizational Structure, Typing, 10 Key, Outlook Express, Office Equipment, Office Administration, Back Office, Disability Insurance, Insurance Law, Administrative..., General Administrative..., Administrative Processes, Administrative Functions, Administrative..., Secretarial Skills, Medical Terminology, Multi Tasking, Workers Compensation, Lotus Notes, Sales, Microsoft Word, Administrative..., Process Improvement, Employee Relations, Account Reconciliation
Education
Strayer University 2007 — 2012
Bachelor, Business Administration/Management, 3.0
Strayer University 2007 — 2012
Bachelors Degree, Business Administration; Management
York Technical College 1998 — 2001
Associates Degree, Business; Secretarial Science
York Technical College 1998 — 2001
Associates Degree, Business; Secretarial Science
Chester Senior High School 1981 — 1985
High School Diploma
Snyder's-Lance, Inc. July 2013 - Present
Wells Fargo Insurance Services January 2010 - Present
Thirty-One Gifts February 2012 - March 2013
Avon October 2012 - February 2013
Liberty Mutual Insurance January 2002 - January 2010
Cimtec Automation, Qualitrol January 2001 - January 2002
F. Schumacher & Co. 1997 - 1998
Black & Decker 1993 - 1996
Ostrow Textiles 1992 - 1994
Blanton Enterprises 1986 - 1989
Skills
Change Management, Analysis, Team Leadership, Performance Management, Microsoft Office, Money Manager, Organizational Structure, Typing, 10 Key, Outlook Express, Office Equipment, Office Administration, Back Office, Disability Insurance, Insurance Law, Administrative..., General Administrative..., Administrative Processes, Administrative Functions, Administrative..., Secretarial Skills, Medical Terminology, Multi Tasking, Workers Compensation, Lotus Notes, Sales, Microsoft Word, Administrative..., Process Improvement, Employee Relations, Account Reconciliation
Education
Strayer University 2007 — 2012
Bachelor, Business Administration/Management, 3.0
Strayer University 2007 — 2012
Bachelors Degree, Business Administration; Management
York Technical College 1998 — 2001
Associates Degree, Business; Secretarial Science
York Technical College 1998 — 2001
Associates Degree, Business; Secretarial Science
Chester Senior High School 1981 — 1985
High School Diploma
Sara Bolin Kanavati's Wells Fargo Insurance Services Experience November 2009 - Present
Job Learning and Development Manager, Vice President, at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services November 2009 - Present
Wells Fargo 2007 - 2009
Wells Fargo 2000 - 2007
Skills
Banking, Cross Selling, Strategic Planning, Insurance, Program Management, Underwriting, Sales, Leadership, Training, Integration, Management, Project Management, Portfolio Management, Consulting, Risk Management, Strategy, Customer Service, Process Improvement, Relationship Management
Education
University of Saint Thomas - School of Business 1999 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
St. Olaf College 1991 — 1995
BA, Spanish Language and Literature
Wells Fargo Insurance Services November 2009 - Present
Wells Fargo 2007 - 2009
Wells Fargo 2000 - 2007
Skills
Banking, Cross Selling, Strategic Planning, Insurance, Program Management, Underwriting, Sales, Leadership, Training, Integration, Management, Project Management, Portfolio Management, Consulting, Risk Management, Strategy, Customer Service, Process Improvement, Relationship Management
Education
University of Saint Thomas - School of Business 1999 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
St. Olaf College 1991 — 1995
BA, Spanish Language and Literature
Cindy Jackowski's Wells Fargo Insurance Services Experience January 2005 - October 2007
Job Senior Associate at The Savitz Organization
Industry Financial Services
Experience
The Savitz Organization December 2011 - Present
Law Offices of R. David Danziger, P.C. November 2010 - November 2011
First Savings Bank of Perkasie October 2007 - April 2011
Wells Fargo Insurance Services January 2005 - October 2007
BISYS Retirement Plan Services August 2004 - January 2005
The Rosen Group January 2004 - May 2004
Towers Perrin 1997 - 2003
Campbell Soup Company 1984 - 1989
Skills
Accounting, System Administration, Employee Benefits
Education
Temple University - Fox School of Business and Management
The Savitz Organization December 2011 - Present
Law Offices of R. David Danziger, P.C. November 2010 - November 2011
First Savings Bank of Perkasie October 2007 - April 2011
Wells Fargo Insurance Services January 2005 - October 2007
BISYS Retirement Plan Services August 2004 - January 2005
The Rosen Group January 2004 - May 2004
Towers Perrin 1997 - 2003
Campbell Soup Company 1984 - 1989
Skills
Accounting, System Administration, Employee Benefits
Education
Temple University - Fox School of Business and Management
Patrick Bowes's Wells Fargo Insurance Services Experience August 2007 - Present
Job Regional Claim manager at Wells Fargo Insurance Services, Inc
Industry Insurance
Experience
Wells Fargo Insurance Services August 2007 - Present
Wells Fargo Insurance Services 2007 - Present
Royal & SunAlliance September 1986 - August 2007
Arrowpoint Capital Corp 1986 - 2007
Royal & Sun Alliance 1986 - 2007
Education
SUNY Canton
Yes, Insurance & Finance
Wells Fargo Insurance Services August 2007 - Present
Wells Fargo Insurance Services 2007 - Present
Royal & SunAlliance September 1986 - August 2007
Arrowpoint Capital Corp 1986 - 2007
Royal & Sun Alliance 1986 - 2007
Education
SUNY Canton
Yes, Insurance & Finance
Joseph Polomny's Wells Fargo Insurance Services Experience July 2014 - Present
Job Insurance Agent at Wells Frago Insurance
Industry Marketing and Advertising
Experience
Wells Fargo Insurance Services July 2014 - Present
Wells Fargo March 2013 - July 2014
Northern Tier Energy December 2010 - February 2013
Northwestern Mutual March 2008 - July 2008
Skills
Sales, Customer Service, Leadership, Team Building, Life Insurance, Investments, Insurance, Account Management
Education
St. Cloud State University 2003 — 2007
Marketing
Wells Fargo Insurance Services July 2014 - Present
Wells Fargo March 2013 - July 2014
Northern Tier Energy December 2010 - February 2013
Northwestern Mutual March 2008 - July 2008
Skills
Sales, Customer Service, Leadership, Team Building, Life Insurance, Investments, Insurance, Account Management
Education
St. Cloud State University 2003 — 2007
Marketing
Keith Kieber's Wells Fargo Insurance Services Experience 1994 - 2011
Job Commercial Insurance Executive
Industry Insurance
Experience
Kocman & Kunkle Insurance Group 2011 - Present
Wells Fargo Insurance Services 1994 - 2011
PMA Insurance Group 1985 - 1994
Kmart Corporation 1983 - 1985
Skills
Commercial Insurance, Property & Casualty..., Risk Management, Workers Compensation
Education
Shippensburg University of Pennsylvania
Bachelor of Science (B.S.), Business Administration and Management, General
Kocman & Kunkle Insurance Group 2011 - Present
Wells Fargo Insurance Services 1994 - 2011
PMA Insurance Group 1985 - 1994
Kmart Corporation 1983 - 1985
Skills
Commercial Insurance, Property & Casualty..., Risk Management, Workers Compensation
Education
Shippensburg University of Pennsylvania
Bachelor of Science (B.S.), Business Administration and Management, General
Fritz Koehler's Wells Fargo Insurance Services Experience September 2003 - June 2008
Job Managing Director BancorpSouth Insurance Services
Industry Insurance
Experience
BancorpSouth Insurance April 2011 - Present
YOUnique Selling July 2009 - Present
The National Alliance for Insurance Education 2003 - Present
Insurance Alliance June 2008 - June 2010
Wells Fargo Insurance Services September 2003 - June 2008
Skills
Manufacturing, Retail, Property & Casualty..., Commercial Insurance, Workers Compensation, Professional Liability, Risk Management, Brokers, Strategic Planning, General Insurance, Reinsurance, Life Insurance, Mergers & Acquisitions, Legal Liability, Training, Captives, Disability Insurance, Marketing, New Business Development, Management, Selling, Claims Management, Risk Assessment, Budgets, Sales Management, Commercial Lines, Financial Risk, Sales, Investments, Employment Practices..., Customer Service, D&O, Enterprise Risk..., Banking, Financial Analysis, Project Planning, Employee Benefits, Executive Management, Health Insurance, Claim
Education
Texas A&M University 1967 — 1972
Bachelors of Business Administration and a Masters of Business Administration, Business Management and Computer Science
BancorpSouth Insurance April 2011 - Present
YOUnique Selling July 2009 - Present
The National Alliance for Insurance Education 2003 - Present
Insurance Alliance June 2008 - June 2010
Wells Fargo Insurance Services September 2003 - June 2008
Skills
Manufacturing, Retail, Property & Casualty..., Commercial Insurance, Workers Compensation, Professional Liability, Risk Management, Brokers, Strategic Planning, General Insurance, Reinsurance, Life Insurance, Mergers & Acquisitions, Legal Liability, Training, Captives, Disability Insurance, Marketing, New Business Development, Management, Selling, Claims Management, Risk Assessment, Budgets, Sales Management, Commercial Lines, Financial Risk, Sales, Investments, Employment Practices..., Customer Service, D&O, Enterprise Risk..., Banking, Financial Analysis, Project Planning, Employee Benefits, Executive Management, Health Insurance, Claim
Education
Texas A&M University 1967 — 1972
Bachelors of Business Administration and a Masters of Business Administration, Business Management and Computer Science
John Schwonke's Wells Fargo Insurance Services Experience October 2007 - December 2009
Job Retired at
Industry Insurance
Experience
Risk Management January 2010 - Present
Wells Fargo Insurance Services October 2007 - December 2009
ABD Insurance and Financial Services May 1997 - October 2007
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Syracuse University 1970 — 1974
BS, Chemical Engineering
Risk Management January 2010 - Present
Wells Fargo Insurance Services October 2007 - December 2009
ABD Insurance and Financial Services May 1997 - October 2007
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Syracuse University 1970 — 1974
BS, Chemical Engineering
Meredith Schnur's Wells Fargo Insurance Services Experience January 2009 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2009 - Present
Wells Fargo Insurance Services 2003 - Present
Education
State University of New York College at Oneonta 1989 — 1993
BS, Business and Economics
Wells Fargo Insurance Services January 2009 - Present
Wells Fargo Insurance Services 2003 - Present
Education
State University of New York College at Oneonta 1989 — 1993
BS, Business and Economics
Andrew Chenkus's Wells Fargo Insurance Services Experience November 2014 - Present
Job Commercial Lines Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2014 - Present
Wells Fargo Insurance Services July 2013 - November 2014
Hylant Group May 2005 - July 2013
AIG 2004 - 2005
AJ Gallagher 2002 - 2004
Firemans Fund Insurance Company 2000 - 2002
Kemper Insurance Companies 1995 - 2000
Liberty Mutual 1990 - 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., General Liability, Brokers, Commercial Lines, Strategic Planning, Liability, General Insurance, Account Management, Legal Liability, Casualty, Claims Management, Employment Practices..., Professional Liability
Education
Siena College 1982 — 1986
BS, Marketing/Finance
Wells Fargo Insurance Services November 2014 - Present
Wells Fargo Insurance Services July 2013 - November 2014
Hylant Group May 2005 - July 2013
AIG 2004 - 2005
AJ Gallagher 2002 - 2004
Firemans Fund Insurance Company 2000 - 2002
Kemper Insurance Companies 1995 - 2000
Liberty Mutual 1990 - 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., General Liability, Brokers, Commercial Lines, Strategic Planning, Liability, General Insurance, Account Management, Legal Liability, Casualty, Claims Management, Employment Practices..., Professional Liability
Education
Siena College 1982 — 1986
BS, Marketing/Finance
Kevin Carmelengo's Wells Fargo Insurance Services Experience February 2006 - September 2008
Job Principal at Mercer
Industry Insurance
Experience
Mercer September 2008 - Present
Wells Fargo Insurance Services February 2006 - September 2008
Aetna, INC. May 2002 - February 2006
Horizon Blue Cross Blue Shield of New Jersey February 1995 - May 2002
Aetna Health Plans October 1993 - February 1995
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Underwriting, Benefits Administration, Disability Insurance, Brokers, HRIS, Managed Care, Strategic Planning, Life Insurance, Health Care Reform, Term Life Insurance, Relationship Management
Education
Seton Hall University
B.S., Management
Jefferson Township High School 1977 — 1981
Mercer September 2008 - Present
Wells Fargo Insurance Services February 2006 - September 2008
Aetna, INC. May 2002 - February 2006
Horizon Blue Cross Blue Shield of New Jersey February 1995 - May 2002
Aetna Health Plans October 1993 - February 1995
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Underwriting, Benefits Administration, Disability Insurance, Brokers, HRIS, Managed Care, Strategic Planning, Life Insurance, Health Care Reform, Term Life Insurance, Relationship Management
Education
Seton Hall University
B.S., Management
Jefferson Township High School 1977 — 1981
Edward Parrot's Wells Fargo Insurance Services Experience November 2006 - Present
Job Web Developer at Wells Fargo Insurance Services, Thriller author
Industry Information Technology and Services
Experience
Wells Fargo Insurance Services November 2006 - Present
N/A May 2008 - Present
Somerton Student Insurance June 2004 - November 2006
Northeast Utilities July 1998 - May 2004
Spalding Sports Worldwide November 1993 - July 1998
Spalding Sports Worldwide June 1989 - August 1992
Skills
Microsoft SQL Server, OOP, C#, ASP.NET MVC, JavaScript, jQuery, Agile Methodologies, CSS, HTML, Entity Framework, .NET, SQL, Visual Basic, LINQ, Test-driven Development..., VBScript, Classic ASP, Long Distance Running, Cycling, Published Author, Novels
Education
Springfield College 1991 — 1993
Master of Education (M.Ed.), Athletic Administration
University of Massachusetts, Amherst 1987 — 1990
B.A., History and Resource Economics
Wells Fargo Insurance Services November 2006 - Present
N/A May 2008 - Present
Somerton Student Insurance June 2004 - November 2006
Northeast Utilities July 1998 - May 2004
Spalding Sports Worldwide November 1993 - July 1998
Spalding Sports Worldwide June 1989 - August 1992
Skills
Microsoft SQL Server, OOP, C#, ASP.NET MVC, JavaScript, jQuery, Agile Methodologies, CSS, HTML, Entity Framework, .NET, SQL, Visual Basic, LINQ, Test-driven Development..., VBScript, Classic ASP, Long Distance Running, Cycling, Published Author, Novels
Education
Springfield College 1991 — 1993
Master of Education (M.Ed.), Athletic Administration
University of Massachusetts, Amherst 1987 — 1990
B.A., History and Resource Economics
Eric Muttee's Wells Fargo Insurance Services Experience October 2006 - Present
Job at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services October 2006 - Present
Marsh February 2002 - October 2006
New Century Global August 2001 - February 2002
Aon Risk Services May 1999 - August 2001
Marsh October 1998 - May 1999
Johnson & Higgins June 1996 - November 1998
Skills
Property, Brokers, Risk Management, Real Estate, Underwriting, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Liability
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1998
Bachelors, Insurance
Wells Fargo Insurance Services October 2006 - Present
Marsh February 2002 - October 2006
New Century Global August 2001 - February 2002
Aon Risk Services May 1999 - August 2001
Marsh October 1998 - May 1999
Johnson & Higgins June 1996 - November 1998
Skills
Property, Brokers, Risk Management, Real Estate, Underwriting, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Liability
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1998
Bachelors, Insurance
Karnit Asher's Wells Fargo Insurance Services Experience June 2001 - June 2008
Job VP at Arthur J. Gallagher
Industry Insurance
Experience
Arthur J. Gallagher September 2008 - January 2010
Wells Fargo Insurance Services June 2001 - June 2008
Education
Tel Aviv University 1997 — 2000
BA, Economics & Communications
Arthur J. Gallagher September 2008 - January 2010
Wells Fargo Insurance Services June 2001 - June 2008
Education
Tel Aviv University 1997 — 2000
BA, Economics & Communications
Alison Blaser's Wells Fargo Insurance Services Experience February 2007 - Present
Job Commercial Account Executive at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services February 2007 - Present
Appraisal Institute April 2003 - February 2007
Cobb Strecker Dunphy & Zimmerman, Inc. June 1995 - August 2001
Skills
Property & Casualty..., Insurance, Project Management, Professional Liability, Commercial Lines, Management, Strategic Planning, Leadership, Risk Management, Team Building, Sales, Public Speaking, Customer Service, Account Management, Microsoft Office, Real Estate, Marketing, New Business Development
Education
St. Olaf College 1991 — 1995
BA, Philosophy
University of Minnesota-Twin Cities 1998 — 2001
Masters of Liberal Studies
Wells Fargo Insurance Services February 2007 - Present
Appraisal Institute April 2003 - February 2007
Cobb Strecker Dunphy & Zimmerman, Inc. June 1995 - August 2001
Skills
Property & Casualty..., Insurance, Project Management, Professional Liability, Commercial Lines, Management, Strategic Planning, Leadership, Risk Management, Team Building, Sales, Public Speaking, Customer Service, Account Management, Microsoft Office, Real Estate, Marketing, New Business Development
Education
St. Olaf College 1991 — 1995
BA, Philosophy
University of Minnesota-Twin Cities 1998 — 2001
Masters of Liberal Studies
Sandra Gianino's Wells Fargo Insurance Services Experience May 2008 - October 2010
Job Field Sales Specialist at CNA Insurance
Industry Insurance
Experience
CNA Insurance June 2012 - Present
Fireman's Fund Insurance Company November 2011 - September 2012
Wells Fargo Insurance Services May 2008 - October 2010
Daniel and Henry 2005 - 2008
progressive insurance 1988 - 2005
Progressive Insurance March 1988 - December 2004
Skills
Surety, Commercial Insurance, Insurance, Property & Casualty..., Casualty, Liability, Workers Compensation, Legal Liability, Commercial Lines, Claim, Professional Liability, General Insurance, Brokers, Inland Marine, Employment Practices..., Casualty Insurance
Education
Southeast Missouri State University 1983 — 1987
bs, business
CNA Insurance June 2012 - Present
Fireman's Fund Insurance Company November 2011 - September 2012
Wells Fargo Insurance Services May 2008 - October 2010
Daniel and Henry 2005 - 2008
progressive insurance 1988 - 2005
Progressive Insurance March 1988 - December 2004
Skills
Surety, Commercial Insurance, Insurance, Property & Casualty..., Casualty, Liability, Workers Compensation, Legal Liability, Commercial Lines, Claim, Professional Liability, General Insurance, Brokers, Inland Marine, Employment Practices..., Casualty Insurance
Education
Southeast Missouri State University 1983 — 1987
bs, business
Valencia Warner's Wells Fargo Insurance Services Experience August 2004 - Present
Job Accounting Specialist with Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services August 2004 - Present
Education
Shorter University 2003 — 2008
Associates, Business Administration
Wells Fargo Insurance Services August 2004 - Present
Education
Shorter University 2003 — 2008
Associates, Business Administration
Jacob Ackerman's Wells Fargo Insurance Services Experience 2013 - 2015
Job Accountant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2013 - 2015
Wells Fargo Insurance Inc July 2009 - July 2013
Ameriprise Financial Services, Inc. June 2008 - April 2009
MidCountry Bank February 2006 - May 2008
Maus Foods April 2002 - August 2006
Skills
Portfolio Management
Education
St. Cloud State University 2004 — 2008
BA, Business Economics
St. Cloud State University - Herberger Business School 2004 — 2008
BS, Finance
Wells Fargo Insurance Services 2013 - 2015
Wells Fargo Insurance Inc July 2009 - July 2013
Ameriprise Financial Services, Inc. June 2008 - April 2009
MidCountry Bank February 2006 - May 2008
Maus Foods April 2002 - August 2006
Skills
Portfolio Management
Education
St. Cloud State University 2004 — 2008
BA, Business Economics
St. Cloud State University - Herberger Business School 2004 — 2008
BS, Finance
Ruchi Chitral's Wells Fargo Insurance Services Experience November 2014 - Present
Job Operations Accounting Specialist at Wells Fargo Insurance Services
Industry Accounting
Experience
Wells Fargo Insurance Services November 2014 - Present
Brookfield Global Relocation Services 2012 - 2014
Delta Sigma Pi - Lambda Mu Chapter 2012 - 2013
SunSoft LLC 2011 - 2012
Kotak Mahindra Bank Limited 2006 - 2008
Phoenix Children's Hospital 2005 - 2007
Ruchi Synthetics Pvt. Ltd May 2005 - June 2006
Skills
Microsoft Office, Excel, Word, Quickbooks, zoho books, Outlook, Accounting, Payroll, Accounts Payable, Accounts Receivable, Account Management, Human Relations, Human Resources, Facilities Management, Vendor Management, Vendor Relations, Bank Reconciliation, Financial Statements, PowerPoint, Administrative..., Asset Managment, Bookkeeping, Customer Service, Communication, Supplier Negotiation, Operations Management, Financial Accounting, Contract Negotiation, Account Reconciliation, Cost, Treasurers, People Skills, PeopleSoft, Employee Benefits, QuickBooks, Strategy
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
South Gujarat University 2005 — 2006
Masters, Commerce
South Gujarat University 2002 — 2005
Bachelors, Commerce
Wells Fargo Insurance Services November 2014 - Present
Brookfield Global Relocation Services 2012 - 2014
Delta Sigma Pi - Lambda Mu Chapter 2012 - 2013
SunSoft LLC 2011 - 2012
Kotak Mahindra Bank Limited 2006 - 2008
Phoenix Children's Hospital 2005 - 2007
Ruchi Synthetics Pvt. Ltd May 2005 - June 2006
Skills
Microsoft Office, Excel, Word, Quickbooks, zoho books, Outlook, Accounting, Payroll, Accounts Payable, Accounts Receivable, Account Management, Human Relations, Human Resources, Facilities Management, Vendor Management, Vendor Relations, Bank Reconciliation, Financial Statements, PowerPoint, Administrative..., Asset Managment, Bookkeeping, Customer Service, Communication, Supplier Negotiation, Operations Management, Financial Accounting, Contract Negotiation, Account Reconciliation, Cost, Treasurers, People Skills, PeopleSoft, Employee Benefits, QuickBooks, Strategy
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
South Gujarat University 2005 — 2006
Masters, Commerce
South Gujarat University 2002 — 2005
Bachelors, Commerce
Greg Zschiesche, CIC's Wells Fargo Insurance Services Experience June 2009 - October 2014
Job Vice President HSBC Insurance
Industry Insurance
Experience
HSBC October 2014 - Present
Wells Fargo Insurance Services June 2009 - October 2014
McGriff, Seibels & Williams June 2008 - April 2009
Liberty Mutual Insurance February 2006 - June 2008
Allstate August 2004 - February 2006
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Underwriting, Legal Liability, Casualty, Insurance, Professional Liability, Brokers, Liability, Health Insurance, General Insurance, Risk Management, Employee Benefits, Casualty Insurance, Management, New Business Development
Education
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Marketing
HSBC October 2014 - Present
Wells Fargo Insurance Services June 2009 - October 2014
McGriff, Seibels & Williams June 2008 - April 2009
Liberty Mutual Insurance February 2006 - June 2008
Allstate August 2004 - February 2006
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Underwriting, Legal Liability, Casualty, Insurance, Professional Liability, Brokers, Liability, Health Insurance, General Insurance, Risk Management, Employee Benefits, Casualty Insurance, Management, New Business Development
Education
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Marketing
Ganesh Nair, J.D., ARM's Wells Fargo Insurance Services Experience February 2015 - Present
Job Insurance Brokerage & Consulting
Industry Insurance
Experience
Wells Fargo Insurance Services February 2015 - Present
IMA Financial Group, Inc. August 2013 - February 2015
Aon Risk Services August 2012 - July 2013
Lathrop & Gage LLP June 2011 - August 2011
Legal Aid of Western Missouri January 2011 - April 2011
Stinson Morrison Hecker June 2010 - July 2010
Aon Risk Services July 2006 - June 2008
Arthur J. Gallagher & Co. June 2004 - August 2004
Skills
ARM Designation..., D&O, Professional Liability, Insurance, Liability, Directors & Officers..., Property & Casualty..., Employment Practices..., Mergers & Acquisitions, Legal Writing, Claim, Civil Litigation, Underwriting, Financial Risk, Due Diligence, Legal Liability, Brokers
Education
University of Kansas School of Law 2009 — 2012
J.D., Law
Temple University 2001 — 2005
B.B.A., Insurance, Risk Management & Finance
Wells Fargo Insurance Services February 2015 - Present
IMA Financial Group, Inc. August 2013 - February 2015
Aon Risk Services August 2012 - July 2013
Lathrop & Gage LLP June 2011 - August 2011
Legal Aid of Western Missouri January 2011 - April 2011
Stinson Morrison Hecker June 2010 - July 2010
Aon Risk Services July 2006 - June 2008
Arthur J. Gallagher & Co. June 2004 - August 2004
Skills
ARM Designation..., D&O, Professional Liability, Insurance, Liability, Directors & Officers..., Property & Casualty..., Employment Practices..., Mergers & Acquisitions, Legal Writing, Claim, Civil Litigation, Underwriting, Financial Risk, Due Diligence, Legal Liability, Brokers
Education
University of Kansas School of Law 2009 — 2012
J.D., Law
Temple University 2001 — 2005
B.B.A., Insurance, Risk Management & Finance
Sue Tembrock, Inactive CPA's Wells Fargo Insurance Services Experience December 2003 - April 2006
Job Senior Consultant at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources November 2007 - Present
RoundPoint Financial Group January 2011 - June 2012
Ameriprise Financial Services, Inc. November 2011 - April 2012
TCF Bank June 2011 - August 2011
GMAC ResCap November 2007 - December 2010
ResMor Trust Company October 2009 - March 2010
Wells Fargo - Corporate Trust Services April 2006 - December 2006
Wells Fargo June 1996 - December 2006
Wells Fargo Insurance Services December 2003 - April 2006
Wells Fargo March 2001 - December 2003
Education
St. Cloud State University 1982 — 1984
Bachelor of Science (BS), Accounting
Robert Half Management Resources November 2007 - Present
RoundPoint Financial Group January 2011 - June 2012
Ameriprise Financial Services, Inc. November 2011 - April 2012
TCF Bank June 2011 - August 2011
GMAC ResCap November 2007 - December 2010
ResMor Trust Company October 2009 - March 2010
Wells Fargo - Corporate Trust Services April 2006 - December 2006
Wells Fargo June 1996 - December 2006
Wells Fargo Insurance Services December 2003 - April 2006
Wells Fargo March 2001 - December 2003
Education
St. Cloud State University 1982 — 1984
Bachelor of Science (BS), Accounting
Nancy Wallis's Wells Fargo Insurance Services Experience February 2007 - Present
Job Account Executive Surety Services at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services February 2007 - Present
HCC Surety Group September 1995 - February 2007
Skills
Insurance, Commercial Insurance, Underwriting, General Insurance, Financial Analysis, Professional Liability, Risk Management, Bonds, Surety Bonds, Customer Service, Property & Casualty..., Credit, Claim, Commercial Lines, Brokers, Surety, D&O, Credit Analysis, Casualty, Legal Liability, Workers Compensation, Strategic Planning, Liability, Financial Risk
Education
Sonoma State University
Bachelors Degree, Business Management/Accounting
Wells Fargo Insurance Services February 2007 - Present
HCC Surety Group September 1995 - February 2007
Skills
Insurance, Commercial Insurance, Underwriting, General Insurance, Financial Analysis, Professional Liability, Risk Management, Bonds, Surety Bonds, Customer Service, Property & Casualty..., Credit, Claim, Commercial Lines, Brokers, Surety, D&O, Credit Analysis, Casualty, Legal Liability, Workers Compensation, Strategic Planning, Liability, Financial Risk
Education
Sonoma State University
Bachelors Degree, Business Management/Accounting
Jayne Larson's Wells Fargo Insurance Services Experience October 1987 - August 1994
Job Account Manager at Howalt+McDowell Insurance, Inc.
Industry Insurance
Experience
Howalt+McDowell Insurance, Inc. September 1994 - Present
Wells Fargo Insurance Services October 1987 - August 1994
Skills
Insurance, Liability, Customer Service, Wellness, Brokers, Employee Benefits, Risk Management, Claim, Reiki
Education
South Dakota State University 1979 — 1983
B.S., Sociology
National Alliance for Insurance Education
Certified Insurance Service Representative (CISR), Commercial Lines Insurance
Howalt+McDowell Insurance, Inc. September 1994 - Present
Wells Fargo Insurance Services October 1987 - August 1994
Skills
Insurance, Liability, Customer Service, Wellness, Brokers, Employee Benefits, Risk Management, Claim, Reiki
Education
South Dakota State University 1979 — 1983
B.S., Sociology
National Alliance for Insurance Education
Certified Insurance Service Representative (CISR), Commercial Lines Insurance
Suzanne Yip, MBA's Wells Fargo Insurance Services Experience July 2004 - December 2010
Job Accounting and Finance Professional
Industry Biotechnology
Experience
Ipsen Biopharmaceuticals, Inc./Solazyme, Inc. July 2012 - Present
Ipsen Biopharmaceuticals, Inc. (formerly Tercica Inc.) December 2010 - July 2012
Wells Fargo Insurance Services July 2004 - December 2010
InterMune, Inc. March 2001 - June 2004
Ocular Sciences, Inc. September 2000 - March 2001
Butterfield & Butterfield (a subsidiary of eBay) March 1996 - September 2000
Skills
Forecasting, Finance, Financial Modeling, Due Diligence, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Mergers, Financial Statements, Auditing, Risk Management, Management, Accounting, Corporate Finance, Fixed Assets, Internal Audit, General Ledger, Account Reconciliation, Internal Controls, QuickBooks, Mergers & Acquisitions, Budgets, Business Analysis, Variance Analysis, PowerPoint, Cash Management, Accounts Receivable, US GAAP, Sarbanes-Oxley, Strategic Financial..., Managerial Finance, GAAP, SEC filings
Education
San Jose State University
MBA, Business
University of Hawaii at Manoa
BBA, Accounting
Ipsen Biopharmaceuticals, Inc./Solazyme, Inc. July 2012 - Present
Ipsen Biopharmaceuticals, Inc. (formerly Tercica Inc.) December 2010 - July 2012
Wells Fargo Insurance Services July 2004 - December 2010
InterMune, Inc. March 2001 - June 2004
Ocular Sciences, Inc. September 2000 - March 2001
Butterfield & Butterfield (a subsidiary of eBay) March 1996 - September 2000
Skills
Forecasting, Finance, Financial Modeling, Due Diligence, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Mergers, Financial Statements, Auditing, Risk Management, Management, Accounting, Corporate Finance, Fixed Assets, Internal Audit, General Ledger, Account Reconciliation, Internal Controls, QuickBooks, Mergers & Acquisitions, Budgets, Business Analysis, Variance Analysis, PowerPoint, Cash Management, Accounts Receivable, US GAAP, Sarbanes-Oxley, Strategic Financial..., Managerial Finance, GAAP, SEC filings
Education
San Jose State University
MBA, Business
University of Hawaii at Manoa
BBA, Accounting
Nicole Schwanbeck's Wells Fargo Insurance Services Experience February 2006 - February 2008
Job Currently enrolled in college seeking a four year degree
Industry Medical Practice
Experience
Brothers Motorsports January 2013 - November 2014
Youngquist Law Office April 2011 - October 2012
Pro Staff August 2010 - November 2010
Lutheran Social Services of MN, Inc. June 2008 - June 2010
Wells Fargo Insurance Services February 2006 - February 2008
Spherion October 2005 - February 2006
Family and Children's Service November 2003 - June 2005
Skills
Trials, Personal Injury, Intellectual Property
Education
St. Cloud State University 2014 — 2017
BSN
Minnesota Paralegal Institute 2004 — 2005
Post Baccalaureate, Paralegal
University of Wisconsin-Stout 2000 — 2001
Master's of Science, Guidance and Counseling-Mental
University of Wisconsin-Stout 1995 — 1999
Bachelor's of Science, Vocational Rehabilitation-Rehabilitation Counseling
Brothers Motorsports January 2013 - November 2014
Youngquist Law Office April 2011 - October 2012
Pro Staff August 2010 - November 2010
Lutheran Social Services of MN, Inc. June 2008 - June 2010
Wells Fargo Insurance Services February 2006 - February 2008
Spherion October 2005 - February 2006
Family and Children's Service November 2003 - June 2005
Skills
Trials, Personal Injury, Intellectual Property
Education
St. Cloud State University 2014 — 2017
BSN
Minnesota Paralegal Institute 2004 — 2005
Post Baccalaureate, Paralegal
University of Wisconsin-Stout 2000 — 2001
Master's of Science, Guidance and Counseling-Mental
University of Wisconsin-Stout 1995 — 1999
Bachelor's of Science, Vocational Rehabilitation-Rehabilitation Counseling
Gates Maus's Wells Fargo Insurance Services Experience May 2011 - July 2011
Job Consulting at RMS
Industry Insurance
Experience
RMS June 2015 - Present
Willis July 2012 - June 2015
Wells Fargo Insurance Services May 2011 - July 2011
Fundación Jose Ortega September 2010 - December 2010
Nautilus Hyosung America June 2010 - August 2010
Skills
Insurance, Leadership, Risk Management, Sales, Spanish, Microsoft Excel, Reserve Analysis, Financial Analysis, Microsoft Word, Property & Casualty...
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance
RMS June 2015 - Present
Willis July 2012 - June 2015
Wells Fargo Insurance Services May 2011 - July 2011
Fundación Jose Ortega September 2010 - December 2010
Nautilus Hyosung America June 2010 - August 2010
Skills
Insurance, Leadership, Risk Management, Sales, Spanish, Microsoft Excel, Reserve Analysis, Financial Analysis, Microsoft Word, Property & Casualty...
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance
Yumi Petersen's Wells Fargo Insurance Services Experience 2008 - 2010
Job Director of Marine Broking at Servco Pacific Insurance
Industry Insurance
Experience
Servco Pacific Insurance December 2014 - Present
Servco Pacific Insurance October 2012 - Present
Servco Insurance Services Washington LLC September 2010 - October 2012
Wells Fargo Insurance Services 2008 - 2010
ABD Insurance and Financial Services 2007 - 2008
ABD Insurance and Financial Services 2004 - 2007
Sullivan & Curtis 1998 - 2004
Bogle & Gates 1994 - 1998
Skills
Underwriting, Risk Management, Account Management, Negotiation, Casualty, New Business Development, Strategic Planning, Employee Benefits, Sales Management, Sales, Management, Team Building, Maritime, Leadership, Claim, Analysis, Marketing Strategy, Marketing, Executive Management, Contract Negotiation, Commercial Lines, Customer Service, Liability, Insurance, Umbrella Insurance, Claims Management, Business Analysis, General Insurance, Legal Liability, Pricing, Financial Risk, Professional Liability, Project Management, Workers Compensation, Training
Education
Scripps College
BA, Government
Seattle University School of Law
JD, Law
Servco Pacific Insurance December 2014 - Present
Servco Pacific Insurance October 2012 - Present
Servco Insurance Services Washington LLC September 2010 - October 2012
Wells Fargo Insurance Services 2008 - 2010
ABD Insurance and Financial Services 2007 - 2008
ABD Insurance and Financial Services 2004 - 2007
Sullivan & Curtis 1998 - 2004
Bogle & Gates 1994 - 1998
Skills
Underwriting, Risk Management, Account Management, Negotiation, Casualty, New Business Development, Strategic Planning, Employee Benefits, Sales Management, Sales, Management, Team Building, Maritime, Leadership, Claim, Analysis, Marketing Strategy, Marketing, Executive Management, Contract Negotiation, Commercial Lines, Customer Service, Liability, Insurance, Umbrella Insurance, Claims Management, Business Analysis, General Insurance, Legal Liability, Pricing, Financial Risk, Professional Liability, Project Management, Workers Compensation, Training
Education
Scripps College
BA, Government
Seattle University School of Law
JD, Law
Maggie Nunes's Wells Fargo Insurance Services Experience June 2006 - Present
Job Insurance Brokerage Supervisor at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2006 - Present
Collins Cooper Carusi Architects 1997 - 2005
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Outlook, Strategic Planning, Brokers, Coaching, Training, Risk Management, PowerPoint, Management, Disability Insurance, Leadership, Account Management
Education
Santa Ana College 1970 — 1972
Associates
Wells Fargo Insurance Services June 2006 - Present
Collins Cooper Carusi Architects 1997 - 2005
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Outlook, Strategic Planning, Brokers, Coaching, Training, Risk Management, PowerPoint, Management, Disability Insurance, Leadership, Account Management
Education
Santa Ana College 1970 — 1972
Associates
Mark Holibaugh's Wells Fargo Insurance Services Experience February 1999 - March 2012
Job Benefit Producer at Sterling Risk Advisors
Industry Insurance
Experience
Sterling Risk Advisors March 2012 - Present
Wells Fargo Insurance Services February 1999 - March 2012
Jefferson Pilot September 1974 - January 1999
Education
Sewanee-The University of the South 2001 — 2005
Theology
University of Alabama - Tuscaloosa 1969 — 1974
BS, Finance
Sterling Risk Advisors March 2012 - Present
Wells Fargo Insurance Services February 1999 - March 2012
Jefferson Pilot September 1974 - January 1999
Education
Sewanee-The University of the South 2001 — 2005
Theology
University of Alabama - Tuscaloosa 1969 — 1974
BS, Finance
Valencia Warner McCree's Wells Fargo Insurance Services Experience August 2003 - April 2010
Job Accounting Professional
Industry Accounting
Experience
McCamish Systems, an Infosys Company December 2009 - December 2010
Wells Fargo Insurance Services August 2003 - April 2010
Education
Shorter University-College of Adult & Professional Programs 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
McCamish Systems, an Infosys Company December 2009 - December 2010
Wells Fargo Insurance Services August 2003 - April 2010
Education
Shorter University-College of Adult & Professional Programs 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Pam Headden's Wells Fargo Insurance Services Experience March 2001 - Present
Job AVP Property & Casualty at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2001 - Present
Skills
Insurance, Risk Management, Liability, Commercial Insurance, Brokers, General Insurance
Education
Susquehanna University
Bachelor of Applied Science (B.A.Sc.), Operations Management
Wells Fargo Insurance Services March 2001 - Present
Skills
Insurance, Risk Management, Liability, Commercial Insurance, Brokers, General Insurance
Education
Susquehanna University
Bachelor of Applied Science (B.A.Sc.), Operations Management
Denis Dunlea's Wells Fargo Insurance Services Experience September 2005 - Present
Job Vice President Marketing at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2005 - Present
Bank of America March 2001 - September 2005
Skills
Segmentation, General Insurance, Strategic Planning
Education
Siena College 1995 — 1999
Wells Fargo Insurance Services September 2005 - Present
Bank of America March 2001 - September 2005
Skills
Segmentation, General Insurance, Strategic Planning
Education
Siena College 1995 — 1999
Mary Anne Harland-De Vincke's Wells Fargo Insurance Services Experience April 2012 - June 2013
Job Accounting Associate at WESCO Distribution
Industry Financial Services
Experience
WESCO Distribution June 2013 - Present
Wells Fargo Insurance Services April 2012 - June 2013
Vanguard October 2010 - January 2011
Mecklenburg County Tax Collector 2011 - 2011
Raymond James Financial Inc. March 1999 - July 2006
Skills
Accounting, Finance, Auditing, Tax, Time Management, Journal Entries, Mutual Funds, Retail, Financial Analysis, Strategic Financial..., Access
Education
University of North Carolina at Charlotte 2009 — 2010
St. Petersburg College 1984 — 1986
Associates, Business Administration
WESCO Distribution June 2013 - Present
Wells Fargo Insurance Services April 2012 - June 2013
Vanguard October 2010 - January 2011
Mecklenburg County Tax Collector 2011 - 2011
Raymond James Financial Inc. March 1999 - July 2006
Skills
Accounting, Finance, Auditing, Tax, Time Management, Journal Entries, Mutual Funds, Retail, Financial Analysis, Strategic Financial..., Access
Education
University of North Carolina at Charlotte 2009 — 2010
St. Petersburg College 1984 — 1986
Associates, Business Administration
Doug McCord's Wells Fargo Insurance Services Experience September 2001 - Present
Job Sr Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2001 - Present
Johnson & Higgins April 1995 - October 1997
Employers General Insurance Company January 1992 - April 1995
Texas Employers Insurance Company May 1986 - January 1992
Skills
Property & Casualty..., Underwriting
Education
Texas A&M University 1982 — 1986
Bachelor of Arts (BA), Marketing
Wells Fargo Insurance Services September 2001 - Present
Johnson & Higgins April 1995 - October 1997
Employers General Insurance Company January 1992 - April 1995
Texas Employers Insurance Company May 1986 - January 1992
Skills
Property & Casualty..., Underwriting
Education
Texas A&M University 1982 — 1986
Bachelor of Arts (BA), Marketing
Kelvin Smith's Wells Fargo Insurance Services Experience February 2008 - Present
Job Desiner at Wells Fargo Insurance Services
Industry Automotive
Experience
Wells Fargo Insurance Services February 2008 - Present
Education
Stanford University
Stanford University
Wells Fargo Insurance Services February 2008 - Present
Education
Stanford University
Stanford University
Carolyn Schulte's Wells Fargo Insurance Services Experience July 2013 - June 2014
Job Accounting Assistant
Industry Accounting
Experience
Boston Scientific March 2015 - May 2015
DJO Global November 2014 - January 2015
Wells Fargo Insurance Services July 2013 - June 2014
BioScrip January 2012 - May 2012
SunGard Financial Systems April 2008 - September 2010
Preferred Credit, Inc. August 2006 - April 2008
Digi International September 2001 - April 2005
Cargill June 2000 - December 2000
Skills
Accounts Receivable, Journal Entries, Account Reconciliation, Microsoft Excel, Management, Accounts Payable, Billing Process, Cash Receipts, Bank Deposits, Aging Reports, Invoicing, Customer Statements, Multi-State Sales Tax, Month End Close, Microsoft Word, Outlook, MAS 200, Baan, SAP, SharePoint, Care Medic, Access, BenefitPoint, Nexsure, AS400
Education
St. Cloud State University 1986 — 1992
Bachelor of Science (B.S.), Finance
Boston Scientific March 2015 - May 2015
DJO Global November 2014 - January 2015
Wells Fargo Insurance Services July 2013 - June 2014
BioScrip January 2012 - May 2012
SunGard Financial Systems April 2008 - September 2010
Preferred Credit, Inc. August 2006 - April 2008
Digi International September 2001 - April 2005
Cargill June 2000 - December 2000
Skills
Accounts Receivable, Journal Entries, Account Reconciliation, Microsoft Excel, Management, Accounts Payable, Billing Process, Cash Receipts, Bank Deposits, Aging Reports, Invoicing, Customer Statements, Multi-State Sales Tax, Month End Close, Microsoft Word, Outlook, MAS 200, Baan, SAP, SharePoint, Care Medic, Access, BenefitPoint, Nexsure, AS400
Education
St. Cloud State University 1986 — 1992
Bachelor of Science (B.S.), Finance
Duane Leftwich's Wells Fargo Insurance Services Experience June 2012 - Present
Job Director of Strategic Consulting at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2012 - Present
Gallagher Benefit Services May 2005 - May 2012
Aon Hewitt January 1977 - May 2005
Education
Texas A&M University-Commerce 1972 — 1974
Bachelor of Science (BS), Health and Physical Education/Fitness
Texas A&M University 1970 — 1971
Engineering
Wells Fargo Insurance Services June 2012 - Present
Gallagher Benefit Services May 2005 - May 2012
Aon Hewitt January 1977 - May 2005
Education
Texas A&M University-Commerce 1972 — 1974
Bachelor of Science (BS), Health and Physical Education/Fitness
Texas A&M University 1970 — 1971
Engineering
Steve Behrensmeyer's Wells Fargo Insurance Services Experience April 2005 - Present
Job Producer at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2005 - Present
Illinois Concrete Co June 1993 - April 2005
Education
University of Illinois Springfield 1989 — 1992
Southern Illinois University, Carbondale 1987 — 1989
Wells Fargo Insurance Services April 2005 - Present
Illinois Concrete Co June 1993 - April 2005
Education
University of Illinois Springfield 1989 — 1992
Southern Illinois University, Carbondale 1987 — 1989
Shaunelle Tharpe's Wells Fargo Insurance Services Experience October 2011 - December 2011
Job Experienced Customer Service/Administrative Assistant
Industry Information Technology and Services
Experience
Actively Seeking Employment Document and Payments ProcessorNC Department of Revenue2012 - 2012
Wells Fargo Insurance Services October 2011 - December 2011
WellPoint March 2011 - December 2011
Righsource August 2010 - March 2011
T-Mobile July 2007 - October 2009
United States Air Force June 2001 - June 2007
Skills
Customer Service..., Office Administration, Document Control, Healthcare Consulting, Excellent written and..., Maintains an excellent..., types 80-90 wpm
Education
University of Phoenix 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Psychology
Southwestern Illinois College 2003 — 2006
Medical Assistant, Medical/Clinical Assistant
Actively Seeking Employment Document and Payments ProcessorNC Department of Revenue2012 - 2012
Wells Fargo Insurance Services October 2011 - December 2011
WellPoint March 2011 - December 2011
Righsource August 2010 - March 2011
T-Mobile July 2007 - October 2009
United States Air Force June 2001 - June 2007
Skills
Customer Service..., Office Administration, Document Control, Healthcare Consulting, Excellent written and..., Maintains an excellent..., types 80-90 wpm
Education
University of Phoenix 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Psychology
Southwestern Illinois College 2003 — 2006
Medical Assistant, Medical/Clinical Assistant
Patrick Bowes's Wells Fargo Insurance Services Experience August 2007 - August 2012
Job Claims VP at Sompo Japan Ins. Co
Industry Insurance
Experience
Sompo Japan Ins. Co August 2012 - Present
Sompo Japan Insurance 2012 - Present
Wells Fargo Insurance Services August 2007 - August 2012
RSA September 1986 - August 2007
Skills
Claim, Insurance, Property & Casualty..., Risk Management, Commercial Insurance, Claims Management, Liability, General Insurance, Casualty, Program Management
Education
State University of New York at Canton
Sompo Japan Ins. Co August 2012 - Present
Sompo Japan Insurance 2012 - Present
Wells Fargo Insurance Services August 2007 - August 2012
RSA September 1986 - August 2007
Skills
Claim, Insurance, Property & Casualty..., Risk Management, Commercial Insurance, Claims Management, Liability, General Insurance, Casualty, Program Management
Education
State University of New York at Canton
Jill Varady, CEBS's Wells Fargo Insurance Services Experience 2012 - 2012
Job Benefit Analyst at Portfolio Recovery Associates, Inc.
Industry Human Resources
Experience
Portfolio Recovery Associates, Inc. March 2013 - Present
Wells Fargo Insurance Services 2012 - 2012
Media General October 2004 - December 2011
Skills
Certified Employee..., Employee Benefits, FMLA, Insurance, Americans with..., Benefits Administration, PeopleSoft, Employee Relations, Workers Compensation, Human Resources
Education
SUNY Oswego 1990 — 1994
Bachelor of Science (BS), Communications
Portfolio Recovery Associates, Inc. March 2013 - Present
Wells Fargo Insurance Services 2012 - 2012
Media General October 2004 - December 2011
Skills
Certified Employee..., Employee Benefits, FMLA, Insurance, Americans with..., Benefits Administration, PeopleSoft, Employee Relations, Workers Compensation, Human Resources
Education
SUNY Oswego 1990 — 1994
Bachelor of Science (BS), Communications
Shila McClaflin's Wells Fargo Insurance Services Experience June 2004 - June 2007
Job Treasury Management Sales Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Private Client AssociateWells FargoJune 2007 - April 2012
Wells Fargo Insurance Services June 2004 - June 2007
Skills
Treasury Management, Life Accident & Health..., Wealth Management, Commercial Banking
Education
Temple University
Bachelor of Business Administration (BBA)
Wells Fargo Private Client AssociateWells FargoJune 2007 - April 2012
Wells Fargo Insurance Services June 2004 - June 2007
Skills
Treasury Management, Life Accident & Health..., Wealth Management, Commercial Banking
Education
Temple University
Bachelor of Business Administration (BBA)
Stacy Dormanen's Wells Fargo Insurance Services Experience September 2013 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2013 - Present
Wells Fargo Insurance Inc. July 2011 - September 2013
Farmers Insurance January 2007 - November 2010
Skills
Insurance, Property & Casualty..., Customer Service, Sales, Customer Satisfaction, Office Management, Administrative...
Education
St. Cloud State University 2002 — 2006
Bachelor of Science (BS), Marketing
Wells Fargo Insurance Services September 2013 - Present
Wells Fargo Insurance Inc. July 2011 - September 2013
Farmers Insurance January 2007 - November 2010
Skills
Insurance, Property & Casualty..., Customer Service, Sales, Customer Satisfaction, Office Management, Administrative...
Education
St. Cloud State University 2002 — 2006
Bachelor of Science (BS), Marketing
robert shawah's Wells Fargo Insurance Services Experience October 2000 - Present
Job Senior Vice Presdient at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services October 2000 - Present
Skills
Insurance, Risk Management, Underwriting, Property & Casualty..., Strategic Planning, Leadership, Commercial Insurance, Customer Service, Sales, Marketing, Brokers, Professional Liability, Liability, Health Insurance
Education
Seton Hall University
Wells Fargo Insurance Services October 2000 - Present
Skills
Insurance, Risk Management, Underwriting, Property & Casualty..., Strategic Planning, Leadership, Commercial Insurance, Customer Service, Sales, Marketing, Brokers, Professional Liability, Liability, Health Insurance
Education
Seton Hall University