Wells Fargo Insurance Services
Wells Fargo Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Insurance Services Salaries. You can even request information on how much does Wells Fargo Insurance Services pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Insurance Services directly from the past employees.
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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
Britton Gallagher September 2012 - Present
Wells Fargo Insurance Services May 2003 - September 2012
Wachovia Insurance Services May 2003 - October 2008
Marsh 2000 - 2003
Glimcher Realty Trust September 1997 - January 2000
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Workers Compensation, Insurance, Risk Management, Commercial Lines, Brokers, Casualty Insurance, Financial Risk, General Insurance, Mergers, Reinsurance
Education
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
BSBA (2), Finance/Risk Mgmt & Insurance
Westerville North High Scool 1986 — 1989
Argo Surety July 2014 - Present
Wells Fargo Insurance Services March 2014 - July 2014
Wells Fargo Insurance Services March 2013 - February 2014
DuocUC February 2012 - December 2012
Skills
Spanish, Surety Bonds, Trade Credit Insurance, Sales
Education
University of Wisconsin-Madison 2007 — 2011
Bachelor of Arts (B.A.), Spanish; International Studies: Politics and Policy in the Global Economy
Universidad del Salvador 2010 — 2011
Culture, History, and Geography classes in Buenos Aires, Argentina
BB&T Insurance Services Inc. March 2014 - Present
Edgewood Partners Insurance Center (E.P.I.C.) February 2009 - March 2014
VRT Insurance Services June 2007 - January 2009
Wells Fargo Insurance Services January 2003 - June 2007
Acordia, a Wells Fargo company January 2001 - January 2003
Acordia of California January 1999 - January 2001
Acordia of California January 1998 - December 1998
Skills
Employee Benefits, Benefits Negotiation, Pharmacy Benefit..., Cost Management, Employee Wellness, Strategic Financial..., Operational Risk..., Integrated Risk..., Benefits Administration, Disability Insurance, Customer Service, Human Resources, Employee Relations, Insurance, Claim, Mergers, Process Improvement, Mergers & Acquisitions, COBRA, Management, Risk Management, Brokers, Health Insurance, Leadership
Education
Leadership San Francisco 2006 — 2007
University of California, Berkeley 1994 — 1997
BA, Mass Communications
Lowell High School 1990 — 1994
San Francisco, CA, High School Diploma
Wells Fargo Insurance Services April 1995 - Present
McGee & Thielen Insurance Brokers, Inc. 1988 - 1995
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Brokers, Underwriting, Management, Life Insurance, Claim, Property & Casualty..., Commercial Insurance, Salesforce.com, Strategic Planning, Casualty Insurance, Workers Compensation, Professional Liability, Casualty, Sales
Education
University of California, Davis 1982 — 1987
Bachelor of Science, Managerial Economics
American College
Charter Life Underwriter
USAA August 2013 - Present
Dahill March 2013 - June 2013
Wells Fargo Insurance Services June 2010 - October 2012
Wachovia Bank 2004 - 2010
Skills
Strategic Planning, Credit Analysis, Sales, Small Business, Credit, Team Building, Commercial Banking, Business Development, Loans, Banking, Minolta, Retail Banking, Mortgage Lending, Consumer Lending, Customer Service, Small Business Lending, Lines Of Credit, Commercial Lending, Underwriting, Insurance, Leadership, Team Leadership, Process Improvement, Refinance, Budgets
Education
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration (B.B.A.)
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Bank 2009 - Present
Wells Fargo Insurance Services 1998 - Present
Skills
Mortgage Lending, Underwriting, Small Business Lending, Loans, Credit, Banking, Customer Service, Series 6, Employee Benefits, Life Insurance, Series 63, Risk Management, Recruiting, Team Building
Education
University of Southern California 1979 — 1981
Masters System Management, Project Management
US Air Force Academy 1973 — 1977
Bachelor of Science (BS), Behavioral Sciences
Wells Fargo Insurance Services August 2015 - Present
Aetna May 2014 - June 2015
Lockton Companies January 2011 - March 2014
Lockton Companies August 2007 - January 2011
CMT, Inc. May 2010 - November 2010
Lockton Companies 2005 - August 2007
Mercer 2001 - 2005
Lockton Companies 1996 - 2000
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Health Care Reform, Disability Insurance, COBRA, Brokers, Benefits Administration, Human Resources, Account Management, Life Insurance, Strategic Planning, Strategy
Education
University of Texas at Arlington
BBA, Management
Aon Risk Solutions February 2015 - Present
Marsh September 2013 - January 2015
Wells Fargo Insurance Services November 2011 - September 2013
Willis - Special Contingency Risks 2010 - 2011
The Standard 2005 - 2006
Skills
Property & Casualty..., Insurance, Brokers, Underwriting, Commercial Insurance
Education
University of York 2005 — 2009
PhD, Politics
University of York 2003 — 2004
MA, Political Philosophy
University of California, Irvine 1999 — 2003
BA, Economics and Political Science
Upland High School
Wells Fargo Insurance Services September 1991 - Present
Skills
Risk Management, Strategic Planning, Insurance, Commercial Lending, Underwriting, Investments, Property & Casualty..., Banking, Financial Analysis, Portfolio Management, Casualty, Mergers & Acquisitions, Financial Risk, New Business Development, Finance, Credit, Financial Services, Loans, Financial Modeling, Commercial Insurance, Brokers, Professional Liability, Leadership, Workers Compensation, Casualty Insurance
Education
The University of Georgia 1977 — 1981
BBA, International Business
University of Georgia - Terry College of Business 1977 — 1981
BBA, International Business
Lee, Hill & Rowe Insurors March 2010 - Present
Wells Fargo Bank 2009 - 2010
Wells Fargo Insurance Services May 2005 - March 2009
Hyatt Hotels Corporation May 2004 - May 2005
Clean Venture, Inc. May 2003 - November 2004
Best Western International July 1999 - May 2003
Jose Antonio Hotel August 1997 - July 1999
Hotel Riviera 1996 - 1997
Skills
Insurance, Customer Service, Property & Casualty..., Microsoft Office, Commercial Insurance, Training, Legal Liability, Professional Liability, Process Improvement, General Insurance, Security, Leadership, Strategic Planning, Team Leadership, Workers Compensation, Underwriting, Employment Practices..., Risk Management, Umbrella Insurance, Employee Benefits, Notary Public
Education
San Martin del Peru - Universidad de Tacna 1999 — 2003
Bachelor's Degree, Hotel and Restaurant Management
Universidad San Ignacio de Loyola 1994 — 1996
Computer Systems Analysis
Wells Fargo Insurance Services May 2014 - Present
Vantage Oncology March 2013 - May 2014
Wells Fargo Insurance Services March 2010 - February 2013
Vantage Oncology 2007 - 2010
Sun Healthcare Group 2006 - 2007
Skills
Insurance, Relationship Management, Account Management, Life Insurance, Brokers, Sales Management, Retirement Planning, Benefits Management, Benefits Administration, Personnel Management
Education
University of California, Irvine 2006 — 2008
Human Resources Certification Program, Human Resources Management and Services
Protestant Theological Institute, Kolozsvar, Romania 1999 — 2004
Bachelor of Arts (B.A.)
HRCI
PHR
ICEBS
CEBS
Willis January 2015 - Present
IHS May 2001 - December 2014
Lockton Companies 1997 - 2000
Wells Fargo Insurance Services 1998 - 1999
Pinnacol Assurance 1993 - 1998
Skills
Risk Management, Insurance, Professional Liability, Claims Management, Mergers & Acquisitions, Contract Negotiation, Global Program..., Strategic Planning, Team Leadership, Planning Budgeting &..., Project Management, Loss Prevention..., Liability, Program Management, Claim, Brokers, Commercial Insurance, Financial Risk, Management, Leadership, Property & Casualty...
Education
University of Colorado Denver
The Ohio State University
University of Northern Colorado
Wells Fargo Insurance Services September 2006 - Present
Anthem May 2002 - September 2006
Skills
Account Management, Brokers, Benefits Administration, Disability Insurance, Health Insurance, Health Savings Accounts, Insurance, Life Insurance, Strategic Planning, Term Life Insurance, Underwriting, Employee Benefits
Education
The University of Georgia 1993 — 1998
Wells Fargo Insurance Services May 1998 - Present
Skills
Risk Control Consultant, Public Speaking, Customer Service, Licensed Property &..., PowerPoint, Microsoft Office, English, Windows, Research, Outlook
Education
The University of North Dakota 1987 — 1991
Geography
Wells Fargo Insurance Services July 2014 - Present
Randstad April 2014 - July 2014
UCI Study Abroad Center June 2012 - June 2013
Digix Media December 2012 - May 2013
University of California, Irvine Extension September 2010 - January 2013
University of California, Irvine Extension June 2012 - September 2012
University of California, Irvine Extension 2012 - 2012
Skills
Microsoft SQL Server, Oracle SQL Developer, Access Database, PL/SQL, Project Management, Data Analysis, Relational Databases, Databases, Database Marketing, Ad Hoc Reporting, Tableau, Crystal Reports, QlikView, Spotfire, Business Intelligence..., XML Schema, Research, XML, MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, PowerPoint, Program Management, Marketing, Microsoft Word, Testing/Scripting
Education
University of California, Irvine 2009 — 2013
Computer and Information Sciences, General
Wells Fargo Insurance Services July 2013 - Present
Marsh July 2010 - July 2013
Willis October 2004 - July 2010
Skills
Brokers, Property & Casualty..., General Insurance, Underwriting, Liability, Professional Liability, Insurance, D&O, Legal Liability, Reinsurance, Casualty, Commercial Lines, Claims Management, Employment Practices..., Casualty Insurance, Property, Umbrella Insurance, Workers Compensation, Commercial Insurance
Education
The University of Georgia 1981 — 1985
BBA, Risk Management and Insurance
Wells Fargo Insurance Services August 2014 - Present
YMCA of Metropolitian Denver January 2014 - Present
Skills
Medical Devices, New Business Development, Sales, Orthopedic, Sales Management, Business Development, Public Speaking, Leadership Development, Leadership, Coaching, Personal Development, Team Building, Management, Sales Process, Direct Sales, Account Management, Capital Equipment, Lacrosse, Marketing, Healthcare, Strategic Planning, Sales Operations, Product Launch, Market Development, Sales Force Development, Selling, Cross-functional Team..., Sales Presentations, Start-ups, Strategic Partnerships, Selling Skills, Product Marketing, Insurance, Commercial Insurance, Risk Management, Contract Negotiation, Strategy, Business Planning, Property & Casualty..., Mergers & Acquisitions, Real Estate Insurance, Environmental Insurance, Cyber Liability
Education
The Johns Hopkins University 2001 — 2005
Bachelors, Political Science
Fuller Theological Seminary 2012 — 2012
Masters of Arts, Leadership
Wells Fargo Insurance Services October 2012 - Present
Cambia Health Solutions December 2014 - September 2015
Kaiser Permanente Center for Health Research January 2012 - October 2012
Bureau of Economic Analysis July 2009 - March 2012
United States Census Bureau June 2008 - July 2009
Bureau of Economic Analysis February 2004 - February 2007
Skills
SAS, Statistics, Data Analysis, Statistical Modeling, Economics, Macroeconomics, SQL, Analytics, SAS programming, Econometrics, ETL, Quantitative Analytics, SPSS, Predictive Modeling, Epidemiology
Education
The Johns Hopkins University 2008 — 2011
MA, Applied Economics
University of Idaho 2007 — 2008
MS, Statistics
Town of Windsor December 2013 - Present
George Petersen Insurance Agency July 2011 - Present
Town of Windsor December 2012 - December 2013
Town of Windsor January 2011 - October 2012
Woodruff Sawyer November 2009 - July 2011
Wells Fargo Insurance Services 1984 - 2009
ABD Insurance and Financial Services 1984 - 2006
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Legal Liability, Employment Practices..., D&O, Insurance, Politics, Local Government, Underwriting, Casualty, Umbrella Insurance, Risk Management, Reinsurance, Commercial Lines, Claim, Term Life Insurance, Golf Management, Liability, Health Insurance, Employee Benefits, Account Management, Brokers, Customer Service, Excess, General Insurance, Surety Bonds, Negotiation, New Business Development, Inland Marine, Casualty Insurance, Common Sense
Education
The University of Akron 1968 — 1973
Bachelors of Science, Business Administration
Wells Fargo Insurance Services November 2013 - Present
Wells Fargo Home Mortgage July 2012 - November 2013
Wells Fargo Home Mortgage September 2011 - July 2012
Wells Fargo Home Mortgage January 2009 - September 2011
Bremer Bank January 2007 - May 2008
University of North Dakota Alumni Association & Foundation November 2003 - December 2006
Skills
Loans, Customer Service, Banking, Microsoft Excel, Sales, Leadership, Financial Analysis, Outlook, Risk Management, Process Improvement, Customer Satisfaction, Time Management, Marketing, Team Building, Mortgage Lending, Program Management
Education
The University of North Dakota 2003 — 2008
BBA, Management, Marketing
Marsh July 2012 - Present
Wells Fargo Insurance Services July 2003 - June 2012
Early, Cassidy & Schilling April 1997 - July 2003
The McLaughlin Company September 1992 - April 1997
Skills
Underwriting, Legal Liability, Liability, Risk Management, D&O, Financial Analysis, Surety Bonds, Claim, Financial Risk, Surety, Bonds, Brokers, General Insurance
Education
Towson University 1986 — 1992
Bachelor's Degree, Finance
Standard & Poor's
Credit & Risk Training, Finance
CPCU Society
Associate of Risk Management (ARM) Designation, Risk Management
Wells Fargo Insurance Services January 2013 - Present
Preferred Concepts, LLC May 2011 - January 2013
Mercator Risk Services November 2005 - May 2011
Willis November 2001 - November 2005
Skills
Property & Casualty..., Insurance, Underwriting, Real Estate, Risk Management, Legal Liability
Education
SUNY at Buffalo 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Insurance Services August 2011 - Present
Corporate Benefit Advisors, Inc. December 2010 - August 2011
HCF Management November 2009 - November 2010
Marsh October 1998 - March 2003
Health Care Savings, Inc. May 1995 - September 1998
Skills
RFP, Client Management, Employee Benefits..., Benefits Administration, Employee Benefits, Strategic Planning, Training, Disability Insurance, Insurance, Management, Sales Operations, Health Insurance, Sales, Marketing Strategy, Sales Presentations, Health Savings Accounts, CRM, Marketing, New Business Development, Healthcare
Education
The Ohio State University 1985 — 1989
Bachelor of Science Degree in Business Administration, Marketing
The Ohio State University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and major in marketing
The ABD Team January 2014 - Present
Wells Fargo Insurance Services May 2012 - December 2013
Wells Fargo Insurance Services July 2007 - May 2012
Skills
Customer Service, Insurance, Retail, Editing, Casualty, D, Commercial Insurance, Liability, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Professional Liability, Property, Sales, Underwriting
Education
UC Davis 2005 — 2007
Bachelor of Arts, Literature
Raoul Wallenberg
Wells Fargo July 2015 - Present
KeyBank July 2013 - July 2015
Wells Fargo Insurance Services October 2012 - May 2013
AXA Advisors March 2012 - October 2012
Wells Fargo Insurance Services June 2012 - August 2012
Wells Fargo Insurance Services June 2011 - September 2011
Skills
Risk Management, Financial Analysis, Financial Risk, Financial Modeling, Banking, Credit, Investments, Microsoft Excel, Sales, Social Media, Analysis, Management, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Insurance Services 2009 - January 2013
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay 1996 - 2005
Skills
Workers Compensation, Risk Management..., Property & Casualty..., Professional Liability, Commercial Insurance, Underwriting, Captives, D&O, Insurance, Brokers, Casualty, Liability, Health Insurance, Employment Practices..., Risk Management, Mergers & Acquisitions, Claim, Employee Benefits, Casualty Insurance
Education
The Wharton School, University of Pennsylvania 2001 — 2001
Executive Leadership Development Program
University of Alabama at Birmingham 1980 — 1982
BA, Political Science & Philosophy
Wells Fargo Insurance Services February 2003 - Present
Willis November 2000 - February 2003
Reliance Insurance 1998 - 2000
Willis Corroon Corporation of Georgia 1994 - 1998
Skills
Employee Relations, Insurance, Team Building, Office Management, Process Improvement, Recruiting, Vendor Management, Sales, Brokers, Training, Risk Management, Microsoft Excel, Change Management, Employee Benefits, Customer Service, Strategic Planning, Management, Project Management, Leadership, Underwriting, Property & Casualty..., Commercial Insurance, Professional Liability, Team Leadership, Outlook, Account Management, Customer Retention
Education
University of Alabama
MetLife December 2013 - Present
Wells Fargo Insurance Services September 2011 - December 2013
Guardian Life Insurance October 2008 - September 2011
Guardian Life Insurance January 2006 - October 2008
Guardian Life Insurance April 2002 - January 2006
Education
University of California, Irvine
BA, Economics
Wells Fargo Insurance Services September 2014 - Present
Lockton Companies April 2005 - August 2014
Mercer 2004 - 2005
Skills
Risk Management, Reinsurance, Brokers, Disability Insurance, Liability, Employee Benefits, General Insurance, Health Care Reform, Insurance, Underwriting, Health Insurance, Benefits Administration, Health Savings Accounts
Education
University of California, Los Angeles
Bachelor, Economics
Wells Fargo Insurance Services June 2011 - Present
Aon September 2008 - June 2011
Palmer & Cay/Wachovia May 2003 - August 2008
Johnson & Higgins/Marsh January 1981 - May 2003
Skills
Underwriting, Workers Compensation, Legal Liability, Property & Casualty..., Liability, Casualty, Professional Liability, Risk Management, D&O, Insurance, Mergers & Acquisitions, General Insurance, Umbrella Insurance, Brokers, Commercial Lines, Product Liability, Financial Risk, Reinsurance, Insurance Brokerage, Employment Practices..., Commercial Insurance, Captives, Risk Assessment, Claims Management, Employee Benefits, Enterprise Risk..., Excess, Health Insurance, Casualty Insurance
Education
The University of Georgia 1976 — 1980
BBA, Risk Management and Insurance
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management & Insurance
Cowart Insurance Group March 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services February 2010 - May 2014
Holden Benefits, Inc. May 1994 - 2010
HRH Insurance Services, Inc. 1989 - 1994
Skills
Insurance, Health Insurance, Underwriting, Brokers, Employee Benefits, Account Management, Disability Insurance, Life Insurance, Commercial Lines, Managed Care, Health Savings Accounts, Sales, Fixed Annuities, Long-term Care, Term Life Insurance, Professional Liability, Retirement, Workers Compensation, D&O, Retirement Planning, Property & Casualty..., Commercial Insurance, Casualty, Claim, Reinsurance, Liability, Medicare, Employment Practices..., Whole Life, Legal Liability, General Insurance, COBRA, Excess, Risk Management, Relationship Management
Education
The University of Georgia
BBA, Risk Management and Insurance
Aon Risk Services August 2006 - Present
Marsh July 2002 - May 2006
Wells Fargo Insurance Services June 2000 - July 2002
Education
The University of New Mexico 1994 — 1996
Sociology and Business
Cibola 1990 — 1994
Thomas Capital Management LLC October 1999 - Present
Tom Zaleski for Congress January 2010 - August 2010
Bitner & Collings, PLLC 1990 - 2009
Wells Fargo Insurance Services January 1998 - October 1998
Morgan Stanley Smith Barney August 1995 - January 1998
Hughes Aircraft Company May 1985 - June 1995
Skills
Strategic Planning, Negotiation, Microsoft Office, Excel, RFP preparation, Economic White Papers, Tax Preparation, Tax and Public Policy...
Education
University of Arizona 1980 — 1984
BSBA, Finance/Economics
The Elgin Academy 1972 — 1976
College Prep, High School Diploma
Elgin Academy 1970 — 1976
High School Diploma, College Prep.
Wells Fargo Insurance Services 2014 - Present
Wells Fargo Bank 2009 - 2014
Wachovia Bank, NA 2008 - 2009
ABN AMRO Bank N.V. 1999 - 2008
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO 1991 - 1996
First Fidelity Bank 1989 - 1991
Skills
Banking, Commercial Banking, Portfolio Management, Credit Analysis, Capital Markets, Structured Finance, Loans, Credit, Investment Banking, Fixed Income, Credit Risk, Financial Risk, Finance, Risk Management, Treasury Management, Investments, Financial Structuring, Wealth Management, Insurance, Commercial Insurance, Property & Casualty...
Education
The College of William and Mary - The Mason School of Business 1988 — 1989
MBA Master of Business Administration, Finance & Statistics
The College of William and Mary 1983 — 1987
BA Bachelor of Arts, Economics
Wells Fargo Insurance Services June 2014 - Present
Wells Fargo Insurance Services September 1999 - Present
Human Affairs International 1995 - 1998
Skills
Posters, Brochures, InDesign, Newsletters, Creative Services, Print Collateral, Proofing, Corporate Branding, Invitations, Rebranding, Mailings, Adobe Acrobat, Adobe Creative Suite, Direct Mail, Collateral, Team Management, Microsoft Suites, Organization, Strategic Planning, Marketing Strategy, Leadership, Graphic Design, Management, Proof, Marketing Communications, Direct Marketing, Insurance, Flash, Photoshop, Marketing, Recruiting
Education
The University of Tennessee at Chattanooga 1983 — 1987
Bachelor of Science, Education - English
ERHS
Nissi Corporate Training Solutions LLC. December 2013 - Present
Group O (AT&T Inc) May 2014 - February 2015
VA December 2012 - September 2013
Accenture September 2012 - November 2012
NEC 7-Eleven March 2012 - April 2012
Wells Fargo Insurance Services July 2011 - December 2011
CenturyLink Business February 2011 - April 2011
Grand Prairie ISD August 2008 - February 2011
Nissi Kinte Investments LLC August 2008 - August 2010
Bank of America September 2007 - July 2008
Skills
SDLC, Requirements Gathering, Data Warehousing, Visio, Microsoft SQL Server, Software Documentation, Business Analysis, Testing, Databases, Business Intelligence, User Acceptance Testing, Business Requirements, Crystal Reports, Oracle, Access, ETL, MS Project, Visual Basic, Business Process, Business Objects, JCL, COBOL, DB2, PL/SQL, IT Training, Marketing Campaigns, Business Analytics, Training, Microsoft Project
Education
University of Texas 1983 — 1988
B.B.A, Accounting/Information Systems
The University of Texas at San Antonio
The University of Texas at San Antonio
Wells Fargo 2013 - Present
Wells Fargo Insurance Services 2005 - 2013
Wells Fargo 2001 - 2005
DirectBrand 2000 - 2000
Bank of America 1998 - 2000
Skills
Insurance, Risk Management, Strategic Planning, Strategy, Mergers & Acquisitions, Financial Analysis, Business Strategy, Business Development, New Business Development, Strategic Financial..., Business Analysis, Financial Modeling, Process Improvement, Financial Services, Change Management, Financial Risk, Competitive Analysis
Education
Yale University - Yale School of Management
Master of Business Administration (MBA), Strategy and Finance
University of California, Berkeley
Bachelor of Arts (BA), Linguistics
Wells Fargo Insurance Services September 2009 - Present
AppleOne September 2008 - April 2009
AppleOne July 2008 - September 2008
ABE Office Furniture August 2007 - June 2008
Skills
Benefits Administration, Employee Benefits, Compliance, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Project Management, Project Planning, Customer Service, Relationship Management, Benefits Negotiation, Strategic Communications, Corporate Communications, Marketing Communications, Open Enrollment, Strategic Planning, Community Service, Form 5500 preparation, Online Enrollment, Employee Wellness..., Vendor Management, Health Fairs, Contract Negotiation, Contract Management, Contract Review, Benchmarking, Management
Education
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Psychology and Social Behavior
Mar Vista High School 1999 — 2003
Tomboy Ventures, DBA Vom Fass Twin Cities April 2013 - Present
Touchstone Mental Health Board of Directors July 2012 - Present
TRK Commununications September 2012 - June 2013
Wells Fargo Insurance Services April 2012 - June 2012
Wells Fargo Treasury Management June 2009 - May 2012
Wells Fargo 1999 - June 2009
Wells Fargo Private Client Services 1996 - 1999
Honeywell 1995 - 1996
United Parcel Service (UPS) 1994 - 1995
Carlson School of Management 1992 - 1994
Skills
Corporate Communications, Marketing Communications, Strategic Communications, Process development, Product Life Cycle..., Marketing Management, Change Management, Change Leadership, Team Management, Cross-functional Team..., Corporate Branding, Customer Experience, Customer Satisfaction, Fun, Merger Communications, Budgeting, Business Strategy, Competitive Analysis, Risk Management, Crisis Communications, Public Relations, Leadership Development, Copywriting, Copy Editing, Intranet Strategy, Employee Relations, Mentoring, Program Management, Newsletters, Strategic Planning, Problem Solving, Teamwork, User Experience, Vendor Management, Writing, B2B, Mergers & Acquisitions, Internal Communications, Management, Budgets, CRM, Leadership, Integrated Marketing, Communications Planning, Analysis, Communication Training, Editing, Brand Awareness, Entrepreneurship, Product Management
Education
University of Minnesota - Carlson School of Management 1992 — 1995
Bachelor of Science in Business
The University of North Dakota 1990 — 1992
University of St. Thomas
Certificate
USI Insurance Services USA May 2014 - Present
Wells Fargo Insurance Services January 1989 - Present
Firemans Fund Insurance Company January 1985 - January 1989
Skills
Insurance, Management, New Business Development, Sales Management, Risk Management, Sales, Negotiation, Strategic Planning, Team Building
Education
The Ohio State University 1978 — 1982
BA, Business Management/Communications
Marsh December 2011 - Present
Wells Fargo Insurance Services July 2008 - December 2011
Marsh USA Inc. May 2000 - July 2008
Skills
Account Management, Commercial Insurance, Brokers, Insurance, Professional Liability, Property, Strategic Planning, Risk Management, Workers Compensation, Liability, Casualty, Claim, Underwriting
Education
The Ohio State University 1994 — 1999
BA, Criminal Justice
Indian Hill High School 1990 — 1994
Apparatus Infrastructure Services, A Virtusa Company July 2011 - Present
Wells Fargo November 2007 - July 2011
Sogeti November 2006 - November 2007
Wells Fargo Insurance Services October 2003 - August 2006
ADESA Corporation January 1998 - September 2003
Skills
SharePoint, Active Directory, SQL Server, Windows, IIS, Windows Server, Security, Disaster Recovery, Troubleshooting, Data Center, VMware, SQL, Cloud Computing, Linux, SSRS, System Administration, Computer Forensics, Microsoft CRM, Microsoft SQL Server, Networking, Virtualization, Enterprise Architecture, Citrix, Web Hosting, IT Controls, Information Technology, Information Security, Information Security..., Identity Management, Group Policy, Microsoft Exchange, Problem Solving, Managed Services, Consulting, Team Leadership, Technical Leadership, ITIL Certified, Microsoft Technologies, Servers, VMware ESX, Enterprise Software
Education
The University of Akron 1990 — 1993
Criminal Justice
RB Chamberlin HS 1986 — 1990
McGriff, Seibels & Williams June 2015 - Present
Marsh December 2013 - June 2015
CBIZ Benefits & Insurance Services of Ohio January 2010 - December 2013
Mercer Health & Benefits September 2007 - March 2010
Wells Fargo Insurance Services November 2002 - September 2007
Aetna US Healthcare 1997 - 2002
Wachovia Bank January 1995 - April 1997
Baptist Health System 1994 - 1994
Skills
HR Consulting, Sales Management, Product Development, Employee Benefits, Strategic Planning, New Business Development, Business Development, Leadership Development, Leadership, Strategy, Team Building, Product Marketing, Account Management, Mergers & Acquisitions, Healthcare, Risk Management, Disability Insurance, Sales, Banking, Underwriting, Recruiting, Insurance
Education
University of Alabama 1990 — 1994
BS, Commerce and Business Administration, Healthcare Management
Upper Moreland HS
Upper Moreland HS
Wells Fargo Insurance Services May 2001 - Present
Wells Fargo of CA Insurance Services, Inc. 2001 - Present
Aon/Albert G. Rueben August 2000 - May 2001
Rick Gumbar Insurance Services July 1999 - August 2000
USi December 1993 - July 1999
Education
University of California, Los Angeles 1983 — 1987
BA History, European History
Jenny Foster Consulting, LLC July 2015 - Present
Harrison Medical Center March 2015 - July 2015
Wells Fargo Insurance Services November 2014 - March 2015
The National Alliance for Insurance Education & Research January 2012 - March 2015
Lowe's Home Improvement September 2013 - November 2014
Masterworks May 2011 - September 2013
EHL Insurance September 2002 - May 2011
EHL Insurance September 2002 - May 2011
Brown & Brown August 2001 - September 2002
Summit Employer Group January 2001 - August 2001
Skills
Writing, Public Speaking, Insurance, Insurance Policies, Employee Benefits, Creative Writing, Health Insurance, Benefits Administration, Human Resources, Fundraising, Interviews, Workers Compensation, FMLA, Recruiting, Risk Management, Management, COBRA, Policy, Personnel Management, Payroll, Marketing, Health Savings Accounts, Strategic Planning, Training, Sales, Customer Service, Account Management, Team Building, Brokers
Education
University of California, Davis 1989 — 1993
BS, Physiology & Psychology
University of California, Davis 1989 — 1993
B.S, Physiological Psychology
Bishop O' Dowd High School 1985 — 1989
High School Diploma, General Studies
Wells Fargo Insurance Services March 2014 - Present
Castlight Health June 2012 - December 2013
Saba October 2009 - June 2012
Clarabridge January 2009 - October 2009
Oracle Corporation March 2006 - January 2009
Plateau Systems 2004 - 2006
SkillSoft 1997 - 2004
Skills
Strategy, Account Management, Sales, Sales Management, Contract Negotiation, Professional Services, Leadership, Enterprise Software, Management, Strategic Sales, SaaS, Solution Selling, Business Development, Salesforce.com, Sales Process, Strategic Partnerships, Change Management, Business Intelligence, Lead Generation, Cloud Computing, Business Strategy, Start-ups, Sales Presentations, New Business Development, Business Alliances, Software Industry, Product Marketing, Go-to-market Strategy, Competitive Analysis, Complex Sales, Cross-functional Team..., Direct Sales, Management Consulting, B2B, Customer Satisfaction
Education
Tulane University
BA, Economics
Wayland Academy
Chubb Insurance July 2015 - Present
Travelers April 2014 - July 2015
Wells Fargo Insurance Services March 2011 - March 2014
Barney & Barney October 2008 - November 2009
Skills
Employment Practices..., D&O, Commercial Insurance, Brokers, Professional Liability, Commercial Lines, Casualty, Property & Casualty..., Liability, Underwriting, Insurance, General Insurance
Education
North Torrance
University of California, Irvine
Bachelor of Arts (BA), Social Science
Wells Fargo Insurance Services January 2013 - Present
University of Miami January 2008 - January 2012
Nutrtional Brilliance 2012 - 2012
Mr. Excavator, Inc. May 2008 - August 2008
Commonwealth Financial Network June 2005 - August 2005
Education
University of Miami 2006 — 2010
BA, Marine Science Affairs
The University of Akron 2005 — 2006
Brown & Brown of Detroit May 2015 - Present
Arthur J. Gallagher & Co. December 2013 - September 2014
Lake Agency, Inc. April 2012 - October 2013
Wells Fargo Insurance Services August 2006 - April 2012
Saginaw Bay Underwriters August 2003 - August 2006
Skills
Operations Management, Coaching & Mentoring, Property & Casualty..., Risk Analysis, Commercial Insurance, Marketing, Commercial Lines, Employment Practices..., Casualty, Umbrella Insurance, D&O, Legal Liability, Liability, Professional Liability, Inland Marine, Underwriting, Workers Compensation, Claim, General Insurance, Risk Management, Team Leadership, Self-funded, Sales Process, Microsoft Excel, PowerPoint, Outlook, Time Management, Gap Analysis, Automobile Liability, Homeowners, Casualty Insurance
Education
The University of New Mexico 1983 — 1985
Business Administration, Management and Operations
DeVry Institute of Technology 1982 — 1983
Electrical Engineering
AmWINS Group July 2015 - Present
Bazaarvoice March 2014 - Present
Arthur J. Gallagher & Co. June 2014 - July 2015
Contract August 2012 - March 2014
Wells Fargo Insurance Services April 2007 - August 2012
Insurance Office of America February 2005 - April 2007
Wells Fargo Insurance Services January 2003 - February 2005
Auto-Owners Insurance December 2000 - January 2003
Skills
Insurance, Leadership, Account Management, Customer Service, Marketing, Underwriting, Program Management, New Business Development, Customer Retention, Negotiation, Management, Outlook, Microsoft Excel, Time Management
Education
Trident University International
M.B.A, Business Management
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance, General
USI Insurance Services May 2014 - Present
Tuscaloosa City Schools November 2013 - Present
Wells Fargo Insurance Services January 1998 - May 2014
City of Tuscaloosa October 1997 - November 2013
Skills
Insurance, Property, Employee Benefits, Workers Compensation, Commercial Insurance, Life Insurance, Professional Liability, Liability, General Insurance, Casualty, Legal Liability, Claim, Umbrella Insurance, Commercial Lines, Disability Insurance, Health Insurance, Term Life Insurance, Excess, Benefits Administration, Long-term Care, Reinsurance, Claims Management, Policy, Budgets, Human Resources, Underwriting, Brokers, Customer Service
Education
University of Alabama 1993 — 1997
Bachelor of Science, Business
Tuscaloosa Academy 1990 — 1993
High School
Tuscaloosa City Schools 1989 — 1990
High School
Tuscaloosa Academy 1981 — 1989
Elementary and Middle School
Mercer February 2015 - Present
Wells Fargo Insurance Services March 2007 - February 2015
Fairfax County Government July 2006 - July 2010
Barros International Ltd. July 2002 - March 2007
Skills
Employee Benefits, Benefits Administration, Customer Service
Education
The University of Georgia 1999 — 2002
Bachelor of Business Administration (B.B.A.), International Business
Hylant Group February 2014 - Present
Wells Fargo Insurance Services October 2012 - February 2014
County Commissioners Association of Ohio July 2009 - 2012
Wichert Insurance June 1999 - July 2009
PENCO/Willis July 1991 - June 1999
Daniel James Insurance 1987 - 1991
Skills
Health Insurance, Commercial Insurance, Insurance, Property & Casualty..., Health Savings Accounts, Workers Compensation, Disability Insurance, Liability, Brokers, Professional Liability, Employee Benefits, Underwriting, Risk Management, Casualty, Claim, Enterprise Risk..., Legal Liability, Sales, Life Insurance, Commercial Lines
Education
The University of Akron 1979 — 1982
B.S., Business Administration/Marketing
Zurich North America January 2015 - Present
Zurich North America April 2013 - Present
The Hanover Insurance Group January 2009 - March 2013
Berger and O’Neal Insurance Group 2008 - 2009
Wells Fargo Insurance Services 2007 - 2008
Safeco Insurance Company 2004 - 2007
SED International January 2003 - January 2004
State Farm Insurance May 2000 - 2003
Skills
Risk Management, Training, New Business Development, Umbrella Insurance, Commercial Lines, Underwriting, Commercial Insurance, Claim, Leadership, Workers Compensation
Education
The University of Georgia 1998 — 2000
Bachelor of Business Administration (BBA), Risk Management and Insurance
Breanu University 1996 — 1998
Bachelor of Business Administration (BBA), Management
Wells Fargo Insurance Services 2013 - Present
Hays Companies May 2010 - 2013
Bostonian Group October 2005 - May 2010
HRH July 2003 - October 2005
Aetna May 2000 - June 2003
Skills
Employee Benefits, Benefits, Health Insurance, Corporate Wellness, Healthcare Consulting, Disability Insurance, Financial Risk, Healthcare Analytics, Corporations, Insurance, Underwriting, Brokers, Risk Management, COBRA, Property & Casualty..., Strategic Financial..., Reinsurance, Health Care Reform, Health Savings Accounts, Life Insurance, Long-term Care, Staffing Services, Pharmacy Benefit..., Healthcare Information..., Public Health, Captives, Succession Planning, Occupational Health
Education
The University of Connecticut School of Business 2000 — 2003
Masters, Financial Services
University of Connecticut 1996 — 2000
Bachelors, Business
Wells Fargo Insurance Services September 1990 - Present
Joseph U. Moore Insurance & Risk Management May 1987 - September 1990
AIG September 1980 - May 1987
Skills
Underwriting, Commercial Insurance, Risk Management, Analytics, Loss Prevention, Claims Management, Workers Compensation, Business Strategy, Insurance, Property & Casualty..., Health Insurance, Brokers, Professional Liability, Liability, General Insurance
Education
The Ohio State University
Arthur J. Gallagher and Co. - Multinational Client Practice May 2013 - Present
Wells Fargo Insurance Services November 2002 - May 2013
Aon November 2001 - November 2002
Frenkel & Co., Inc. June 1993 - November 2001
Atlantic Mutual Companies June 1990 - June 1993
CIGNA August 1987 - June 1990
Skills
Property & Casualty..., Insurance, Employee Benefits, Legal Liability, Workers Compensation, Commercial Lines, Claim, Liability, Brokerage, Underwriting, Risk Management, Commercial Insurance, Commercial Real Estate, Professional Liability, New Business Development, D&O, Claims Management, General Insurance, Reinsurance, Employment Practices..., Excess, Casualty, Brokers
Education
University at Albany, SUNY 1983 — 1987
BA, Business, French, Spanish
Dwight 1978 — 1983
United Nations International School 1970 — 1978
Woodruff-Sawyer & Co May 2012 - Present
Wells Fargo Insurance Services September 1997 - May 2012
American Fidelity Educational Services 1992 - 1995
Skills
Marketing Communications, Internal Communications, Benefits Communication, Newsletters, Employee Surveys, Public Relations, Marketing, Leadership, Brokers, Insurance, Health Insurance, Disability Insurance, Press Releases, Management
Education
International Foundation of Employee Benefit Plans 1999 — 2001
Certified Employee Benefits Specialist (CEBS)
UC Berkeley
Bachelor of Arts, Political Science
Jamestown June 2015 - Present
Wells Fargo Insurance Services 2011 - 2014
Pritchard & Jerden, Inc. 2006 - 2011
Skills
Insurance, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Professional Liability, Commercial Lines, Workers Compensation, Brokers, Employment Practices..., Account Management, Marketing, Risk Management, Liability, Legal Liability, Umbrella Insurance, D&O, Excess, General Insurance, Sales, New Business Development, Insurance Brokerage, Casualty Insurance
Education
The University of Georgia 2001 — 2006
BBA, Risk Management & Insurance
The Hanover Insurance Group January 2015 - Present
Wells Fargo Insurance Services April 2012 - January 2015
Wells Fargo Insurance Services June 2011 - September 2011
UBS April 2011 - June 2011
Bank of America: Merrill Lynch April 2010 - October 2010
MASECO Private Wealth June 2009 - September 2009
Skills
Sales Presentations, Property & Casualty..., Marine Insurance, Inland Marine, Liability Analysis, Following Up, Forest Products, Commercial Agriculture, Builders Risk, Cyber Liability, Self Storage, Portfolio Performance..., Stock Market, Commercial Insurance, Building Relationships, Account Management, Emerging Markets, Communication Skills, Finance, Construction Insurance, Insurance, Relationship Management, Sales, Training, Workers Compensation, Underwriting, Liability, Financial Risk, Professional Liability
Education
The Ohio State University Fisher College of Business 2007 — 2011
B.S. Business Administration & B.A. Economics, Finance and Economics
Wells Fargo Insurance Services September 2014 - Present
Greater Phoenix Chamber of Commerce 2013 - Present
Hester, Heitel and Assoc.,Inc. February 2012 - September 2014
Insurance Professionals of Arizona August 2011 - January 2012
The Mahoney Group December 2010 - August 2011
Circus Maximus LLC August 2008 - March 2010
Skills
Strategy Implementation, Risk Management Tools, Licensed Property &..., Bartending, Bar-B-Que Mastery, Carpentry, Legal Liability, Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Inland Marine, D&O, Liability, Risk Management, Customer Service, Umbrella Insurance, Casualty, Commercial Lines, Professional Liability, Employment Practices..., Excess, Brokers, Reinsurance, General Insurance, Insurance Brokerage, Life Insurance, Casualty Insurance
Education
University of Arizona 2003 — 2008
St Gregory College Prep 1999 — 2003
Wells Fargo Insurance Services November 2014 - Present
Nationwide Insurance August 2013 - November 2014
Law Office of Cecil and Cianci May 2011 - July 2013
Safeco Insurance March 2008 - December 2009
Allied Insurance March 2005 - March 2008
Allied Insurance August 2004 - March 2005
Infinity Insurance April 2003 - July 2004
The Hartford August 2001 - March 2003
Skills
Commercial Lines..., Property & Casualty..., Commercial Insurance, Liability, General Insurance, Casualty, Underwriting, Legal Liability, Claim, Commercial Lines, Umbrella Insurance, Workers Compensation, Professional Liability, Life Insurance, Health Insurance, Claims Management, Insurance, Casualty Insurance
Education
University of California, Davis 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature/Letters
USI Insurance Services May 2014 - Present
Queen Esther's School of Cosmetology January 2002 - Present
Wells Fargo Insurance Services April 2007 - May 2014
Farm Bureau Insurance of South Carolina August 2003 - May 2005
Skills
Public Speaking, Beauty Industry, Educational Leadership, Aesthetics, Psychology, Cosmetology, Team Building, Social Networking, Customer Service, Community Outreach, Leadership, Microsoft Office, Sales, Social Media, PowerPoint, Microsoft Excel, Research
Education
Central High School
University of Alabama at Birmingham
Psychology
Wells Fargo Insurance Services June 2015 - Present
Wells Fargo Insurance Services April 2012 - Present
Wells Fargo, NA June 2010 - April 2012
Wells Fargo July 2005 - June 2010
Wells Fargo January 1991 - June 2005
Skills
Analysis, Banking, Financial Analysis, Financial Reporting, Mergers, Project Management, Strategic Planning, Forecasting, Portfolio Management, Financial Modeling, Finance, Leadership, Underwriting, Relationship Management, Retail, Risk Management, Team Management, Loans, Cash Management, Mergers & Acquisitions, Commercial Lending, Mergers, Wealth Management, Financial Risk, Credit, Strategic Financial..., Corporate Finance, Executive Management, Retail Banking, Mortgage Lending, Budgets, Business Analysis, Financial Services, Insurance, Process Improvement, Commercial Banking, Small Business Lending, Team Building, Investments, Financial Planning
Education
University of St Thomas 1994 — 1996
MBA, Finance
The University of North Dakota 1986 — 1989
BBA, Finance
Hylant January 2014 - Present
Red Capital Group March 2013 - January 2014
Willis March 2010 - March 2013
Philadelphia Insurance Companies February 2007 - February 2009
Wells Fargo Insurance Services November 2004 - February 2007
Skills
Brokers, Property & Casualty..., Commercial Insurance, D&O, Professional Liability, Health Insurance, Umbrella Insurance, Underwriting, Legal Liability
Education
Columbus State Community College
Associate's degree, Business Administration and Management, General
The Ohio State University 1982 — 1984
Undergraduate Classes
Bank of the West May 2014 - Present
Bank of the West December 2012 - Present
Wells Fargo Insurance Services June 2009 - January 2013
City and County of Denver January 2008 - June 2009
Verizon Wireless January 2005 - January 2008
Enterprise Rent-A-Car January 2002 - August 2005
Skills
Management, Training, Marketing, Team Building, Customer Service, Sales, Insurance, Customer Retention, Employee Benefits, Recruiting, Time Management, Leadership, Contract Negotiation, New Business Development, Banking, Account Management, Cold Calling, Customer Satisfaction, Call Centers, Strategic Planning, Outlook
Education
The University of South Dakota 1996 — 2001
Bachelor of Science, Health Service Administration
Wells Fargo Insurance Services April 2013 - Present
Penn Global Marketing October 2012 - November 2012
Support Systems Inc. February 2012 - August 2012
Skills
Healthcare, Insurance, Community Outreach, Case Management, Cpr Certified
Education
The University of North Dakota 2008 — 2012
Bachelor of Arts (B.A.), Health Services/Allied Health/Health Sciences, General
Wells Fargo Insurance Services May 2015 - Present
Division of Insurance, State of Alaska December 2012 - May 2015
Progressive Insurance 2003 - 2012
US Army 1996 - 1999
Skills
Leadership, Strategic Planning, Analysis, Insurance, Risk Management, Finance, Banking, Financial Analysis, Business Analysis, Property & Casualty..., Policy, Claims Management, Underwriting, Process Improvement, Business Process..., Customer Service, General Insurance, Public Speaking, Liability, Commercial Insurance
Education
University of Alaska Anchorage
Arthru J Gallagher December 2013 - Present
Wells Fargo Insurance Services April 1996 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Commercial Insurance, Property & Casualty..., Entertainment
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government
Radwick & Lightle October 2014 - Present
Wells Fargo Insurance Services October 2012 - October 2014
MCM November 2006 - February 2011
Business Benefits Corporation June 2002 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Management, Sales, Insurance, Disability Insurance, Employee Benefits, Forecasting, Leadership, Risk Management, Brokers, Marketing, Health Insurance, Account Management, Strategic Planning
Education
The University of New Mexico
Bachelor of Arts (B.A.)
Yelp July 2015 - Present
Ellen's Heart and Soul January 2014 - Present
Wells Fargo Insurance Services May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Teamwork, English, Social Media, Leadership, Team Leadership, Project Management, Event Planning, Social Media Marketing
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Insurance Services June 2007 - Present
Skills
Certified Health..., Health Insurance, Brokers, Underwriting, Insurance, Employee Benefits, Account Management, Claim
Education
University of Alabama
MA Health Studies
University of Pittsburgh
BA Communication
Uber July 2015 - Present
Demandforce a division of Intuit April 2014 - July 2015
Demandforce a division of Intuit July 2013 - April 2014
Wells Fargo Insurance Services February 2008 - July 2013
Salesforce.com 2005 - February 2008
Advent Software, Inc. 2000 - 2005
Advent 2000 - 2005
Bank of America 1997 - 2000
Skills
Salesforce.com, Troubleshooting, Business Analysis, Cloud Computing, Account Management, Administration, Change Management, CRM software, DemandTools, CRM, SaaS, Integration, Business Intelligence, Analytics, Requirements Analysis, SDLC, Business Process, Vendor Management, Agile Methodologies, Enterprise Software, Visio, Management, Sales Operations, Software Project..., Process Improvement
Education
University of California, Davis 1992 — 2006
Bachelor's degree, Sociology Organizational Studies
BB&T Insurance Services Inc. July 2014 - Present
Wells Fargo Insurance Services June 2013 - August 2013
UPS December 2012 - January 2013
YMCA Camp High Harbour January 2012 - December 2012
YMCA Camp High Harbour January 2010 - December 2011
Skills
PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Networking, Insurance, Property & Casualty..., Risk Management, Commercial Insurance, Microsoft Office, commercial in, Social Media, Sales
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Risk Management and Insurance
Wells Fargo Insurance Services Insurance, Bonds & Risk Management for municipal, business and individual clientsSenior Vice PresidentUSI Insurance ServicesMay 2014 - Present
Skills
Strategic Planning, Insurance, Risk Management, Business Strategy, Financial Analysis, Negotiation, Investments, Leadership, Business Development, Banking, New Business Development, Finance, Mergers & Acquisitions, Forecasting, Due Diligence, Credit, Portfolio Management, Strategic Financial..., Small Business, Commercial Insurance, Loans, Retirement Planning, Real Estate, Small Business Lending, Commercial Lending, Mortgage Lending, Estate Planning, Credit Analysis, Asset Management, Bonds
Education
University of Alabama
B.S., Marketing
Holzer Health Systems July 2010 - Present
Pepper and Nason Law Firm 2008 - Present
HealthSmart 2012 - 2015
Wells Fargo Insurance Services June 2009 - July 2010
EDS, an HP company September 2003 - June 2009
University of Charleston April 2003 - September 2003
KSC Management Company, Poca WV November 1999 - March 2003
Skills
VMware, Active Directory, Storage Area Networks, ConnectR, Cloverleaf, Microsoft SQL Server, Disaster Recovery, Windows Server, NetApp, Information Technology, Antivirus, IIS, VPN, Infrastructure, Servers, Security, System Deployment, Microsoft Exchange, Computer Hardware, Cisco Technologies, Telecommunications, SCCM, Storage, Help Desk Support, Data Center, SharePoint, WSUS, Network Security, VMware ESX, System Administration, VoIP, SAN, Hardware, Networking, Citrix, Troubleshooting, Enterprise Architecture, Switches, Virtualization, Microsoft Technologies, Group Policy, EMC Storage, vSphere, Technical Support, VMware Infrastructure
Education
University of California, Los Angeles 1991 — 1993
B.A. Geography, Geographic Information Systems
Wells Fargo Insurance Services March 2015 - Present
Special Olympics 2010 - Present
Savoy Associates July 2013 - October 2014
Yaphie, Inc. 2011 - 2013
AIG June 2009 - August 2009
St. Barnabas Hospital 2006 - 2008
Skills
Microsoft Excel, Market Research, Social Media Marketing, Competitive Analysis, Advertising, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Entrepreneurship, Start-ups
Education
The George Washington University - School of Business 2006 — 2011
Bachelor of Science (B.S.), International Business
IFG Companies August 2015 - Present
Arch Insurance Group July 2012 - Present
Wells Fargo Insurance Services May 2011 - August 2011
Canvas Systems December 2010 - December 2010
Gap Inc./Gap October 2009 - September 2010
Skills
Marketing, Leadership, Customer Satisfaction, Customer Service, Sales, Risk Management, Insurance, Microsoft Office, Teamwork, Analysis, Microsoft Excel, Underwriting, PowerPoint, Strategy, Employee Benefits, Marketing Strategy, Team Building, Time Management, CRM, Event Management, Social Media, Account Management, New Business Development, Commercial Insurance, Microsoft Word, Retail
Education
The University of Georgia 2008 — 2012
Bachelor of Risk Management and Insurance
HCA February 2015 - Present
Sarah Cannon March 2014 - February 2015
Emdeon November 2013 - March 2014
Bridgestone September 2013 - November 2013
CignaHealthSpring March 2013 - September 2013
Parallon Business Solutions November 2012 - January 2013
Wells Fargo Insurance Services January 2012 - November 2012
UNUM: Enrollment Operations - plane.biz July 2008 - August 2011
U.S. Insurance Group November 2005 - July 2008
Synaxis Killebrew Lyman & Woodworth May 2004 - November 2005
Skills
Leadership, Analysis, Insurance, Employee Benefits, Strategy, Business Process..., SDLC, Marketing, Recruiting, Employee Relations, Business Analysis, Visio, Functional Requirements, Time Management, Resourceful..., Software Documentation, Communication, Presentations, Agile & Waterfall..., Technical Documentation, Scrum, Lean Software..., Microsoft SQL Server, Project Management, Agile Methodologies, Process Improvement, Management, SharePoint
Education
The University of Tennessee at Chattanooga 1998 — 2003
B.S., Business Management
American Institute for CPCU & Insurance Institute of America
Certificate in General Insurance
IIBA
IIBA
State of Tennessee Department of Commerce and Insurance
Agent Licensing Section: Insurance Producer
Winthrop University
Studied integrated visual and performing arts to obtain K-12 teacher certification.
Wells Fargo Insurance Services January 2012 - Present
Northwestern Mutual June 2009 - December 2011
Skills
Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Strategic Financial..., Investments, Wealth Accumulation, Marketing, Long Term Care Insurance, Series 6, IRAs, Financial Analysis, Leadership, Life Insurance, Long-term Care, Roth IRA, Estate Planning, Public Speaking, Wealth Management, Financial Planners
Education
University of Arizona, Eller College of Management 2005 — 2009
Management, International Management
Wells Fargo Insurance Services January 2015 - Present
NC Farm Bureau March 2014 - December 2014
State Farm 2011 - February 2014
win 2014 - 2014
Start a Buzz Communications 2001 - 2010
United Way of America 1999 - 2001
University of Arkansas 1994 - 1999
University of Arkansas 1990 - 1994
Peace Corps 1988 - 1990
Skills
Fundraising, Marketing, Grant Writing, Community Development, Budgets, Social Media, Leadership, Customer Service, Nonprofits, Sales, Social Networking, Team Building, Public Relations
Education
University of Arkansas at Fayetteville 1984 — 1989
BA, Political Science and Government
University of Arkansas at Fayetteville
Master of Arts (M.A.)- all but thesis, Journalism and Public Administration
Strategic Risk Management Solutions, Chardan Capital Markets, LLC February 2012 - December 2014
Barney & Barney, LLC August 2010 - February 2012
Wells Fargo Insurance Services March 2003 - December 2008
Marsh Inc. 1999 - 2003
Arthur J. Gallagher 1997 - 1999
Skills
Professional Liability, Directors & Officers, Products Liability, High Hazard General..., Legal Liability, Employment Practices..., Workers Compensation, Financial Services, Product Liability, Financial Institutions, Insurance, Underwriting, Property & Casualty..., Brokers, Commercial Insurance, Liability, Casualty, Claim, Risk Management, Team Leadership, Employee Benefits, D&O, Financial Risk, Health Insurance, Management, Casualty Insurance, New Business Development
Education
George Dewey High School
The University of New Mexico
Bachelor of Arts
Wells Fargo Insurance Services 2015 - Present
Anh Nguyen Insurance & Financial Services January 2015 - August 2015
Wells Fargo Private Risk Management February 2012 - January 2015
Boat US December 2010 - February 2012
SCS Insurance, Inc. 2008 - 2010
State Farm Insurance 2003 - 2008
Turf Equipment Warehouse 1998 - 2001
Skills
Sales, Administrative Support, Property & Casualty..., Term Life Insurance, Risk Management, Risk Management..., Customer Relations, Insurance, Customer Service, Risk, Excel, Casualty, Commercial Insurance, Compliance, Workers Compensation, Accounting, Underwriting, Liability, Policy, Professional Liability, General Liability, General Insurance, Spanish, Claims, D&O, Due Diligence, Umbrella Insurance, Commercial Lines, Leadership, Brokers, Management, Life Insurance, Health Insurance
Education
University of Phoenix 2012 — 2016
Business Administration
Penn Foster 2009 — 2011
Business Management Bachelor of Science, Accounting
Touro College 2006 — 2010
Speech Therapy, Early Childhood Education
Wells Fargo Insurance Services January 2006 - Present
Aon 2001 - 2006
Skills
Insurance, Underwriting, Property & Casualty..., Workers Compensation, Brokers, Professional Liability, Commercial Insurance, Liability, D&O, General Insurance, Legal Liability
Education
The University of Texas at Dallas 1984 — 1986
Accounting, Accounting, Economics
University of North Texas 1982 — 1984
Accounting, Economics
Treyton Oak Towers January 2014 - Present
Presbyterian Homes and Services of Kentucky July 2013 - October 2013
Presbyterian Homes and Services of Kentucky April 2013 - July 2013
Springhurst Health and November 2009 - March 2013
Wells Fargo Insurance Services August 2001 - October 2009
Christopher East Health Care Center April 2000 - July 2001
Presbyterian Homes and Services of Kentucky April 1998 - April 2000
Franciscan Health Care Center July 1995 - March 1998
Baptist Hospital East December 1993 - June 1995
Baptist Hospital East January 1992 - December 1993
Skills
Budgeting, Customer Relations, Budget Preparation, Healthcare, Budgets, Customer Service, Event Planning, Hospitals, Strategic Planning, Healthcare Management, Insurance, Medicare, Leadership Development, Management, Recruiting, Policy, Payroll, Nonprofits, Leadership, HIPAA, Marketing, Managed Care, Nursing, Healthcare Information..., Public Speaking, Long-term Care, Physicians, Program Development, Home Care
Education
Trinity University 1988 — 1990
M.S., Health Care Administration
Trinity University 1983 — 1987
BS, Finance
Lockton Companies June 2013 - Present
Wells Fargo Insurance Services January 2011 - June 2013
Wells Fargo Insurance Services January 2010 - January 2011
Wachovia Insurance Services October 2004 - January 2011
Royal & SunAlliance January 1995 - August 2004
The Flanders Group January 1992 - January 1995
Sentry Insurance February 1989 - January 1992
Sentry Insurance August 1986 - February 1989
Skills
Risk Management
Education
University at Buffalo 1982 — 1986
BS, Chemical Engineering
Wells Fargo Insurance Services May 2014 - Present
AIG Aerospace June 2007 - May 2014
Skills
Underwriting, Property & Casualty..., Insurance, Brokers, Risk Management, Financial Analysis, Casualty, Liability, Commercial Insurance, Commercial Lines, General Insurance, Product Liability, Account Management, Customer Service, Marketing, Strategic Planning, Analysis
Education
The University of Georgia 2002 — 2006
BSFCS, Consumer Economics
Wells Fargo Insurance Services April 2015 - Present
The Hanover Insurance Group November 2011 - Present
MiddleOak November 2008 - October 2011
Hartford Steam Boiler May 2007 - October 2008
The Hartford Financial Services Group April 1993 - April 2007
Skills
Competitive Analysis, Project Management, Property & Casualty..., Product Development, Project Planning, Insurance, Underwriting, Process Improvement, Strategic Planning, Risk Management, Product Management, Marketing, Management, Business Analysis, Cross-functional Team..., Market Research, Commercial Insurance
Education
The George Washington University - School of Business 2001 — 2005
Master's of Science in Project Management (MSPM), Project Management
University of Nebraska-Lincoln 1986 — 1990
Bachelor's of Journalism, Advertising
Westside High School 1982 — 1986
Target January 2011 - Present
Wells Fargo Insurance Services March 2009 - January 2011
Wells Fargo Corporate Trust Services August 2005 - March 2009
Wells Fargo Institutional Brokerage and Sales April 2000 - August 2005
Wells Fargo Audit Services January 1999 - April 2000
Wells Fargo Corporate Trust Services February 1996 - December 1998
Skills
Databases, Access, Business Intelligence, Hyperion Enterprise, Forecasting, Essbase, Finance, Process Improvement, SAP, Accounting, Software Project..., Oracle, Technical Project..., SAP BPC, Business Analysis
Education
The University of North Dakota 1993 — 1995
Degree: Bachelor of Accountancy
Hancock
Wells Fargo Insurance Services March 2015 - Present
Hays Companies March 2011 - January 2015
ADP May 2007 - March 2011
IKON Office Solutions October 2005 - May 2007
Skills
Employee Benefits, Benefits Administration, Workers Compensation, Insurance, Risk Management, Strategic Planning, Sales, Strategy, Salesforce.com, Sales Process, Health Insurance, Sales Operations, Account Management, Cold Calling, Leadership, Management
Education
The University of North Dakota 1998 — 2002
BA Business Administration, Marketing
Minnetonka High School
Wells Fargo Insurance Services March 2005 - Present
Marsh & McLennan Companies, Inc. May 1990 - October 2004
Aon (Alexander & Alexander) December 1984 - May 1990
Skills
Underwriting, Insurance, Risk Management, Commercial Insurance, Property & Casualty..., Brokers, Financial Analysis, Workers Compensation, Casualty, Casualty Insurance, General Insurance, Legal Liability, Liability, Professional Liability, Reinsurance
Education
The University of Georgia 1975 — 1979
Ridgeview High School 1970 — 1975
Boy Scouts of America August 2014 - Present
Matthews Insurance Agency December 2012 - August 2014
Wells Fargo Insurance Services October 2010 - December 2012
Bushnell Group LLC September 2006 - September 2010
Skills
Small Business, Home, Commercial Insurance, Insurance, Health, Disability Insurance, Property & Casualty..., Life Insurance, Workers Compensation, Health Insurance
Education
University of Arizona 1999 — 2001
B.A., History
Wells Fargo Insurance Services July 1993 - Present
Skills
Underwriting, Insurance, Real Estate, Financial Analysis, Loans, Risk Management, Management, Sales, Leadership, Customer Service
Education
Thomas More College
BA - Business Administration
University of Wisconsin-Madison
Graduate School of Banking
Wells Fargo Insurance Services August 2013 - Present
Marsh USA Inc. February 2000 - June 2013
Jefferson Smurfit Corporation 1995 - 1999
Mayor Day Caldwell & Keeton September 1992 - August 1995
Skills
Environmental Awareness, Leadership, Brokers, Mergers & Acquisitions, Risk Assessment, Enterprise Risk..., Program Management, Insurance, Environmental Compliance, Strategic Planning
Education
The University of Texas School of Law 1989 — 1992
JD, Law, Graduated with Honors
University of Wisconsin-Platteville
BA, Political Science
Vanbridge LLC August 2009 - Present
Wells Fargo Insurance Services June 2007 - August 2009
Willis North America 2002 - 2007
American International Group 1999 - 2002
Education
The George Washington University 1993 — 1997
B.B.A., Marketing
BB&T Insurance Services Inc. May 2014 - Present
Wells Fargo Insurance Services December 2008 - April 2014
Wachovia Insurance Services 1999 - 2008
Hamilton Dorsey Alston Company January 1999 - May 2001
Skills
Property & Casualty..., Insurance, Real Estate, Professional Liability, Underwriting, Workers Compensation, Commercial Insurance, Brokers, Employment Practices..., Risk Management, Captives/Alternative..., D&O, Casualty, Legal Liability, Sales, Employee Benefits, General Insurance, Claim, Liability, Health Insurance, Financial Risk
Education
The University of Georgia 1990 — 1994
BBA, Risk Management and Insurance
Spring Valley High School 1990 1986 — 1990
Wells Fargo Insurance Services September 2009 - Present
Wells Fargo Insurance Services May 2001 - September 2009
Acordia of Ohio, LLC November 1987 - May 2001
KPMG US September 1986 - November 1987
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Account Reconciliation, General Ledger, Financial Statements, Financial Planners, Insurance, Internal Controls, Variance Analysis, Auditing, GAAP, Accounts Payable, Cash Flow, Accounts Receivable
Education
The Ohio State University
BSBA, Accounting and Finance
Wells Fargo Insurance Services March 2005 - Present
Education
The College of Idaho 2001 — 2003
B.A, Business Management
Bishop Manogue
Bishop Manogue
Wells Fargo Insurance Services November 2002 - Present
J.P. Haft & Company January 1972 - November 2002
Skills
Health Insurance, Performance Management, Insurance, Investments, Term Life Insurance, Strategic Planning, Life Insurance, Long-term Care, Benefits Administration, Disability Insurance, Underwriting, Employee Benefits, Series 7, Negotiation, Talent Management, Brokers
Education
University of California, Irvine 1966 — 1970
B.A., Philosophy
Wells Fargo April 2014 - Present
Wells Fargo August 2012 - April 2014
Wells Fargo Insurance Services 2009 - 2012
Skills
Account Reconciliation, Accounts Payable, Financial Statements, General Ledger, Accounting, Sarbanes-Oxley Act, Customer Service
Education
The College of St. Scholastica 2012 — 2015
Bachelor of Arts (BA), Accounting
Indian Trail Academy
Iowa Communties Assurance Pool 2003 - Present
Allied Insurance 2001 - 2003
Wells Fargo Insurance Services 1999 - 2001
Education
Truman State University 1984 — 1989
B.S, Public Administration
Vail Resorts Ticket AgentAspen Skiing CompanyNovember 2014 - April 2015
Vail Resorts July 2012 - June 2014
US Bank 2011 - September 2012
Wells Fargo Insurance Services April 2009 - April 2011
Red Cross Blood Services February 2006 - April 2008
Skills
Customer Service, Word, Microsoft Office, Customer Relations, Problem Solving, Microsoft Word, Sales, Training, Leadership, CRM, Public Speaking, Nonprofits, Team Building, Banking
Education
The University of North Dakota 1999 — 2004
Bachelor of Fine Arts, Communication
Wells Fargo Insurance Services April 2012 - Present
The Hartford July 2010 - April 2012
The Hartford December 2007 - July 2010
The Hartford July 2004 - December 2007
Skills
Insurance, Property & Casualty..., Underwriting, Middle Market, Claim, Commercial Insurance, Life Insurance, Commercial Lines, Strategic Planning, Risk Management, General Insurance, Financial Risk, Casualty, Professional Liability, Liability, Employee Benefits, Health Insurance
Education
The University of Texas at Austin 1999 — 2003
Gallagher Construction Services February 2010 - Present
Wells Fargo Insurance Services April 1995 - February 2010
Acordia 1995 - 2000
Skills
Surety, Commercial Insurance, Casualty, Surety Bonds, Professional Liability, Property & Casualty..., Bonds, Insurance, Legal Liability, Underwriting, Workers Compensation, Risk Management, Excess, Liability, Casualty Insurance
Education
University of California, Berkeley 1964 — 1968
BA, Political Science
The ABD Team July 2012 - Present
Wells Fargo Insurance Services February 2005 - July 2012
Marsh February 2003 - January 2005
Watson Wyatt Worldwide August 2001 - January 2003
Aon Consulting 1994 - 2001
Mercer 1985 - 1994
Skills
Strategic Planning, Employee Benefits, Underwriting, Insurance, Health Insurance, Disability Insurance, Account Management, ERISA, Brokers, Benefits Administration, Term Life Insurance, Retirement, Life Insurance, Health Savings Accounts, Claim
Education
University of California, Berkeley 1977 — 1982
BA, Applied Mathematics
Oroville High
Wells Fargo Insurance Services 2015 - Present
Wells Fargo - Insurance Services 2010 - 2015
International Managers Inc. May 2006 - August 2009
Curley Insurance Group May 1999 - August 2005
Skills
Spanish, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Sales, Insurance, Leadership, Social Media, Underwriting
Education
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration, Real Estate; Spanish Minor
Universitat de Barcelona 2009 — 2009
Business, Spanish
Highland Park High School 2002 — 2006
CBIZ July 2015 - Present
Gallagher Bassett Services, Inc. November 2014 - May 2015
Discovery Benefit Solutions,Inc. November 2008 - November 2014
Westland Insurance Brokers July 2006 - November 2008
Wells Fargo Insurance Services December 2002 - June 2006
Kaiser Permanente June 2000 - December 2002
Skills
Health Insurance, Customer Service, Employee Benefits
Education
University of Arizona
santa sophia
Wells Fargo Insurance Services 1989 - Present
Education
University of Alabama 1977 — 1982
Finance and Insurance
Wells Fargo Insurance Services August 2003 - Present
Guardsmark 2000 - 2002
Education
The University of Memphis 1999 — 2000
MBA, Finance
The University of Memphis 1995 — 1999
BBA, Finance/Accounting double major
Wells Fargo Insurance Services August 2014 - Present
Esurance December 2013 - June 2014
Progressive Insurance July 2008 - December 2013
Skills
Property & Casualty..., Customer Service, Settlement, Finance, Liability, Insurance, Underwriting, Claim, Commercial Insurance, Negotiation, Casualty, Property Damage, Claims Handling, General Insurance, Professional Liability
Education
University of Arizona 2004 — 2008
Bachelor's Degree
The University of Texas at Arlington
Master’s Degree
USI Insurance Services, LLC May 2014 - Present
Goodwill of El Paso 2013 - 2015
Wells Fargo Insurance Services January 1988 - May 2014
Rogers & Belding insurance Agency, Inc. January 1988 - December 2007
Hartford Insurance Co. August 1985 - December 1988
Skills
Underwriting, Risk Management, Risk Assessment, Enterprise Risk..., Operational Risk, Behavior Management, Workers Compensation, Insurance, Employment Practices..., Property & Casualty..., Commercial Insurance, Professional Liability, Strategic Planning, Sales Management, D&O, Brokers, Commercial Lines, Liability, General Insurance, Life Insurance, Reinsurance, Umbrella Insurance, Claims Management, Claim, Health Insurance, Legal Liability, Casualty, Fiduciary, Executive Management, Small Business, Sales, Marketing, Customer Service, Team Building, New Business Development, Negotiation, Casualty Insurance, Leadership, Management
Education
The University of Texas at El Paso 1983 — 1985
BBA, Business
Wells Fargo Insurance Services January 2012 - Present
American Executive Centers October 2007 - January 2012
University of California at Davis 2006 - 2007
Skills
Microsoft Office, Event Planning, Research, PowerPoint, Tutoring, Microsoft Excel, Microsoft Word, Salesforce.com, Compliance, Records Management, Notary Public, Administration, Administrative..., Strategic Planning, Japanese, Data Entry, Social Media
Education
University of California, Davis 2006 — 2007
国際基督教大学 / International Christian University 2005 — 2006
One-year study abroad student (留学生, Japanese Studies
Ursinus College 2000 — 2004
BA, East Asian Studies, History, Japanese
USI Insurance Services June 2014 - Present
Wells Fargo Insurance Services December 2005 - May 2014
Education
The University of Findlay
Bachelor of Science (BS), Accounting
USI Insurance Services February 2015 - Present
CosmetAssure February 2015 - Present
Self Employed June 2014 - February 2015
Wells Fargo Insurance Services February 2013 - November 2014
Wells Fargo Insurance Services November 2009 - February 2013
Wells Fargo Insurance Services May 2007 - December 2010
Wells Fargo Insurance Services March 2005 - May 2007
Skills
Insurance, Employee Benefits, Business Development, Brokers, Commercial Insurance, Disability Insurance, Risk Management, Health Insurance, Customer Service, Management, Life Insurance, Underwriting, Sales, Strategic Planning, Property & Casualty...
Education
University of Alabama 1999 — 2004
Bachelor of Science (BS)
Bank of America August 2015 - Present
Bank of America June 2012 - August 2015
Bank of America/Compass Group May 2011 - June 2012
Wells Fargo Insurance Services November 2010 - May 2011
Cambridge Associates, LLC September 2009 - September 2010
Massachusetts General Hospital for Children February 2009 - September 2009
Wellington Management Company, LLP May 2006 - December 2008
State Street Corporation December 2003 - May 2006
Skills
Event Planning, Meeting Planning, Fine Dining, Scheduling, Contract Management, Logistics, Compliance, Team Supervision, Accounting, Process Improvement, Management, Process Scheduler, Supervising, Budgets, Interviews, Human Resources, Recruiting, Training, Teamwork, Project Management, Negotiation, Employee Relations, Finance, Leadership
Education
State University of New York at Buffalo 1999 — 2003
B.A., Communication
Wells Fargo Insurance Services March 1988 - Present
Education
The Ohio State University 1977 — 1982
BS, Business Administration
The Ohio State University 1977 — 1982
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo Insurance Services 2007 - Present
Arthur J. Gallagher & Co. 2002 - 2007
Aon Risk Services 1989 - 2002
Education
U.S. Merchant Marine Academy 1966 — 1970
B.S degree, Engineering
United States Merchant Marine Academy 1966 — 1970
BS, Engineering
Wells Fargo Insurance Services November 2013 - Present
New California Insurance Services March 2013 - November 2013
Risk Placement Services, Inc. September 2011 - January 2013
Reflection September 2007 - April 2011
Skills
Merchandising, Marketing, Retail, Sales, Customer Service, Project Management, Social Networking, Strategic Planning, Advertising, Email Marketing, Team Building, Negotiation, Insurance
Education
University of California, Davis 2002 — 2007
B.A., Psychology
Wells Fargo Insurance Services March 2011 - Present
Aetna January 2001 - March 2011
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
UCSB 1983 — 1987
BA, Economics
Freelance February 2015 - Present
Wells Fargo Insurance Services October 2009 - January 2015
Wells Fargo Insurance Services January 2008 - October 2009
Wells Fargo Insurance Services July 2005 - July 2008
Freelance and Temporary Assignments January 2005 - July 2005
Keenan and Associates March 2004 - October 2004
Keenan and Associates March 2002 - March 2004
Keenan and Associates February 1998 - March 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, BenefitPoint, Employee Benefits, Employee Training, Project Coordination, PowerPoint, Training, Insurance, Access, Customer Service, Administrative..., Management, Administrative..., Sales, Account Management, Benefits Administration, Disability Insurance, Health Insurance, Underwriting
Education
The College of Saint Rose
Bachelor of Arts (BA), History/Political Science, Magna Cum Laude
Wells Fargo Insurance Services July 2008 - Present
State Farm Insurance July 2006 - July 2008
The Cheesecake Factory February 2001 - July 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Negotiation, Sales, Sales Management, Leadership, Team Building, Logistics, Property & Casualty..., Insurance, Change Management, Microsoft Word, Risk Management, Training, Process Improvement, Banking, Call Centers, Underwriting, Account Management
Education
Universidad de San Carlos de Guatemala 1993 — 1997
Bachelor of Science (BS), Mechanical Engineering
Liceo Pre-Univeristario 1990 — 1992
Bachiller en Computacion con Orientacion Comercial y Cientifica
Pima Community Access Program October 2013 - Present
Bonisolli Real Estate March 2009 - December 2013
Wells Fargo Insurance Services June 2011 - April 2012
Koty-Leavitt Insurance May 1997 - August 2009
Skills
Spanish translation, Insurance, Underwriting, Liability, Brokers, General Insurance, Health Insurance, Bonds, Disability Insurance, Risk Management, Employee Benefits, Claim, Claims Management, Property, Financial Risk, Legal Liability, Customer Service, Investors, Condos, Foreclosures
Education
University of Arizona
BS, Elementary Education
Trigen Insurance Solutions, Inc. April 2015 - Present
PentaRisk November 2012 - April 2015
Wells Fargo Insurance Services August 2002 - November 2012
Skills
Commercial Insurance, Property & Casualty...
Education
The University of Georgia 1997 — 2002
Bachelor of Business Administration (BBA), Marketing and Risk Management & Insurance
Wells Fargo Insurance Services October 2013 - Present
Excelsure Insurance Services June 2012 - June 2013
U-PIC Shipping Insurance July 2011 - June 2012
Wells Fargo December 2010 - June 2011
SnuggBuds Headset June 2009 - October 2010
Education
University of California, Irvine
B.A, Business Economics
Thousand Oaks High School
High School Diploma
Wells Fargo Insurance Services June 2008 - March 2011
Education
UCLA 2010 — 2014
Hammersmith Management May 2013 - August 2013
Wells Fargo Insurance Services December 2008 - May 2013
United States Fencing Association March 2001 - October 2007
New Mexico Orthopedics August 1997 - December 2000
Skills
QuickBooks, General Ledger, Journal Entries, TAM, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Word, Payroll, Account Reconciliation, Finance, Insurance, Auditing, Organization, Sagitta, Nexsure, Vision, Self-driven
Education
Three Rivers Community College
Associate's degree, Business Administration and Management, General
University of Phoenix
BS, Accounting
Wells Fargo Insurance Services July 2012 - Present
Benefit Management Administrators April 2012 - July 2012
UMR September 1995 - August 2011
Skills
Insurance, Health Insurance, Employee Benefits, Managed Care, Brokers, Health Savings Accounts, Account Management, Medicare, Disability Insurance, Underwriting, Life Insurance, Claim, Benefits Administration, HMO, Salesforce.com, New Business Development, Selling, HIPAA, Customer Service, Process Improvement, Call Centers, Team Building, Healthcare, PPO, COBRA
Education
The University of Texas at San Antonio 1983 — 1987
Lockton Companies February 2005 - Present
Wells Fargo Insurance Services 2015 - 2015
Wells Fargo Insurance Services 2015 - 2015
Skills
Excess, Property & Casualty..., Commercial Insurance, Professional Liability, Brokers, Casualty, Liability, Underwriting, Commercial Lines, Workers Compensation, Legal Liability, D&O, Employment Practices..., Insurance, General Insurance, Reinsurance, Umbrella Insurance, Captives, Claims Management, Claim, Health Insurance, Inland Marine
Education
The University of Georgia
USI Insurance Services May 2014 - February 2015
Wells Fargo Insurance Services May 1991 - May 2014
Skills
Insurance, Account Management, Customer Retention, Customer Service, Risk Management, Relationship Management, Commercial Insurance, Property, General Insurance, Liability, Professional Liability, Casualty Insurance
Education
The University of Georgia 1987 — 1991
BBA, Risk Management and Insurance
Willis 2015 - Present
Wells Fargo Insurance Services 2013 - 2014
ACE Group 2011 - 2013
Sedgwick 2007 - 2011
Skills
Legal Liability, Professional Liability, Casualty Insurance, Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Brokers, Employment Practices..., Liability, D, General Insurance, Reinsurance, Umbrella Insurance
Education
The University of Georgia
Bachelor of Business Administration (BBA), Risk Management & Insurance
Brown & Brown 2014 - Present
USI Insurance Services February 2012 - April 2014
Wells Fargo Insurance Services July 2011 - August 2012
Skills
Personal and Commercial...
Education
University of Alaska Anchorage 1994 — 1995
East Anchorage High School 1993 — 1994
High School Diploma - Graduated in 1994