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.
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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
Marc Santers Marc Santers's Wells Fargo Insurance Services Experience March 2013 - Present
Job Senior Finance Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2013 - Present
Rural Community Insurance Services July 2008 - August 2014
Rural Community Insurance Services May 2006 - July 2008
GMAC ResCap June 2004 - May 2006
Norwest Equity Partners 1999 - 2004
Skills
Strategic Financial..., Financial Modeling, Forecasting, Auditing, Management, Risk Management, Internal Audit, Insurance, Finance, Financial Services, Financial Analysis, Private Equity, Accounting, Financial Reporting, Strategic Planning, Financial Planning
Education
University of St. Thomas - Opus College of Business 1997 — 2002
MBA, Accounting
University of Minnesota-Twin Cities 1987 — 1992
BS, Economics
Wells Fargo Insurance Services March 2013 - Present
Rural Community Insurance Services July 2008 - August 2014
Rural Community Insurance Services May 2006 - July 2008
GMAC ResCap June 2004 - May 2006
Norwest Equity Partners 1999 - 2004
Skills
Strategic Financial..., Financial Modeling, Forecasting, Auditing, Management, Risk Management, Internal Audit, Insurance, Finance, Financial Services, Financial Analysis, Private Equity, Accounting, Financial Reporting, Strategic Planning, Financial Planning
Education
University of St. Thomas - Opus College of Business 1997 — 2002
MBA, Accounting
University of Minnesota-Twin Cities 1987 — 1992
BS, Economics
Mary Glenn Christopher Mary Glenn Christopher's Wells Fargo Insurance Services Experience August 2012 - March 2013
Job Finance & Accounting Recruiter at VacoFinancial
Industry Insurance
Experience
Vaco February 2015 - Present
McGriff, Seibels & Williams February 2013 - January 2015
Wells Fargo Insurance Services August 2012 - March 2013
Burns and Wilcox, Inc June 2011 - August 2012
PwC January 2010 - March 2010
Skills
Commercial Insurance, Insurance, Professional Liability, Property & Casualty..., Underwriting
Education
University of Mississippi 2010 — 2011
Master’s, Accountancy
University of Mississippi 2006 — 2010
Bachelors, Accountancy
Vaco February 2015 - Present
McGriff, Seibels & Williams February 2013 - January 2015
Wells Fargo Insurance Services August 2012 - March 2013
Burns and Wilcox, Inc June 2011 - August 2012
PwC January 2010 - March 2010
Skills
Commercial Insurance, Insurance, Professional Liability, Property & Casualty..., Underwriting
Education
University of Mississippi 2010 — 2011
Master’s, Accountancy
University of Mississippi 2006 — 2010
Bachelors, Accountancy
Linda Krueger Linda Krueger's Wells Fargo Insurance Services Experience September 2002 - September 2009
Job Producer at Six & Geving Insurance, Inc.
Industry Insurance
Experience
Six & Geving Insurance, Inc. November 2010 - Present
IBTX Risk Services September 2009 - November 2010
Wells Fargo Insurance Services September 2002 - September 2009
Skills
Retirement Planning, Professional Liability, Legal Liability, Workers Compensation, Property & Casualty..., Commercial Insurance, Insurance, Casualty, Inland Marine, Commercial Lines, Liability, Underwriting, General Insurance, Umbrella Insurance, Risk Management, Customer Service, Casualty Insurance, Team Building
Education
Del Rio High School
University of Phoenix
Six & Geving Insurance, Inc. November 2010 - Present
IBTX Risk Services September 2009 - November 2010
Wells Fargo Insurance Services September 2002 - September 2009
Skills
Retirement Planning, Professional Liability, Legal Liability, Workers Compensation, Property & Casualty..., Commercial Insurance, Insurance, Casualty, Inland Marine, Commercial Lines, Liability, Underwriting, General Insurance, Umbrella Insurance, Risk Management, Customer Service, Casualty Insurance, Team Building
Education
Del Rio High School
University of Phoenix
Tina Callan Tina Callan's Wells Fargo Insurance Services Experience March 2012 - Present
Job Controller at Wells Fargo Insurance
Industry Financial Services
Experience
Wells Fargo Insurance Services March 2012 - Present
Wells Fargo Insurance Services December 2000 - March 2012
Ernst & Young August 1998 - December 2000
Skills
Process Improvement, Internal Controls, Management of Change, Technology Change..., General Ledger, Account Reconciliation, SOX, Innovation, Strategic Planning
Education
University of Northern Iowa 1994 — 1998
Bachelors, Accounting
Wells Fargo Insurance Services March 2012 - Present
Wells Fargo Insurance Services December 2000 - March 2012
Ernst & Young August 1998 - December 2000
Skills
Process Improvement, Internal Controls, Management of Change, Technology Change..., General Ledger, Account Reconciliation, SOX, Innovation, Strategic Planning
Education
University of Northern Iowa 1994 — 1998
Bachelors, Accounting
Angela McGee, MCIS Angela McGee, MCIS's Wells Fargo Insurance Services Experience August 2013 - Present
Job IT Consultant
Industry Information Technology and Services
Experience
Wells Fargo Insurance Services August 2013 - Present
GTECH (Lottery Software Company) March 2012 - August 2013
Accenture August 2011 - March 2012
US Airways February 2011 - August 2011
Apollo Group February 2010 - November 2010
Arizona Department of Education January 2007 - January 2010
Blue Cross Blue Shield of Arizona January 2001 - January 2007
Skills
Requirements Analysis, SDLC, Data Analysis, Business Process, Data Warehousing, SQL, Business Intelligence, Report Writing, SharePoint, Visio, MS Project, MS Office Suite, Database Design, Experienced Business..., Microsoft Office, Project Management, User Acceptance Testing, Systems Analysis, Business Requirements, Analysis, Microsoft Project, Business Analysis, Requirements Gathering, Leadership, Process Improvement
Education
University of Phoenix 1999 — 2001
Masters in Computers, Information Systems
University of Toledo 1994 — 1997
CIS, Business Information Systems
Wells Fargo Insurance Services August 2013 - Present
GTECH (Lottery Software Company) March 2012 - August 2013
Accenture August 2011 - March 2012
US Airways February 2011 - August 2011
Apollo Group February 2010 - November 2010
Arizona Department of Education January 2007 - January 2010
Blue Cross Blue Shield of Arizona January 2001 - January 2007
Skills
Requirements Analysis, SDLC, Data Analysis, Business Process, Data Warehousing, SQL, Business Intelligence, Report Writing, SharePoint, Visio, MS Project, MS Office Suite, Database Design, Experienced Business..., Microsoft Office, Project Management, User Acceptance Testing, Systems Analysis, Business Requirements, Analysis, Microsoft Project, Business Analysis, Requirements Gathering, Leadership, Process Improvement
Education
University of Phoenix 1999 — 2001
Masters in Computers, Information Systems
University of Toledo 1994 — 1997
CIS, Business Information Systems
Dan Cramer Dan Cramer's Wells Fargo Insurance Services Experience April 2007 - September 2008
Job Insurance Professional at First West Insurance
Industry Insurance
Experience
First West Insurance July 2014 - Present
The Cramer Insurance Agency October 2011 - July 2014
Lovitt & Touche, Inc. September 2008 - July 2010
Wells Fargo Insurance Services April 2007 - September 2008
Skills
Commercial Insurance, Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Brokers, Professional Liability, Casualty, Life Insurance, Workers Compensation, Health Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Customer Service
Education
University of Oregon 2003 — 2007
Economics, Business/Commerce, General
First West Insurance July 2014 - Present
The Cramer Insurance Agency October 2011 - July 2014
Lovitt & Touche, Inc. September 2008 - July 2010
Wells Fargo Insurance Services April 2007 - September 2008
Skills
Commercial Insurance, Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Brokers, Professional Liability, Casualty, Life Insurance, Workers Compensation, Health Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Customer Service
Education
University of Oregon 2003 — 2007
Economics, Business/Commerce, General
Alicia Joachim-Buth Alicia Joachim-Buth's Wells Fargo Insurance Services Experience June 2006 - August 2007
Job Sales Assistant at HALO Branded Solutions
Industry Marketing and Advertising
Experience
HALO Branded Solutions August 2014 - Present
National Premium January 2011 - August 2014
PB Fasteners December 2009 - September 2010
UnitedHealth Group October 2007 - July 2009
Wells Fargo Insurance Services June 2006 - August 2007
Skills
Customer Relations, Outlook, Customer Service, PowerPoint, Excel, Marketing, Microsoft Excel, Advertising, Invoicing, Trade Shows, Data Entry
Education
University of Minnesota-Twin Cities 2002 — 2005
Bachelors, Journalism and Mass Communications, Theatre Arts
HALO Branded Solutions August 2014 - Present
National Premium January 2011 - August 2014
PB Fasteners December 2009 - September 2010
UnitedHealth Group October 2007 - July 2009
Wells Fargo Insurance Services June 2006 - August 2007
Skills
Customer Relations, Outlook, Customer Service, PowerPoint, Excel, Marketing, Microsoft Excel, Advertising, Invoicing, Trade Shows, Data Entry
Education
University of Minnesota-Twin Cities 2002 — 2005
Bachelors, Journalism and Mass Communications, Theatre Arts
Mark Strayhan ACSR Mark Strayhan ACSR's Wells Fargo Insurance Services Experience June 2012 - May 2013
Job Commercial Property & Casualty Producer
Industry Insurance
Experience
Huntington National Bank January 2014 - Present
Liberty Mutual Insurance May 2013 - January 2014
Wells Fargo Insurance Services June 2012 - May 2013
First Convenience Bank November 2011 - May 2012
Wood and Floors Outlet October 2009 - October 2011
Skills
Sales, Insurance, Accounting, Customer Service, Claim, Life Insurance, Property & Casualty..., Risk Management, Account Management, Underwriting, Financial Analysis, Negotiation, Microsoft Office, Microsoft Excel, Training, Cold Calling, Team Building, Credit, Umbrella Insurance, Fixed Annuities, Selling, New Business Development, Finance, Management, Customer Retention, Employee Benefits, Commercial Insurance, Term Life Insurance, Contract Negotiation, Time Management, Leadership, Forecasting, Analysis, Marketing, Customer Satisfaction, Strategic Planning, Pricing, Salesforce.com, Investments, Direct Sales, Health Insurance, Cyber Liability..., Workers Compensation, Liability, Professional Liability
Education
University of North Texas 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Central Catholic Highschool 2003 — 2007
St. Matthews
Huntington National Bank January 2014 - Present
Liberty Mutual Insurance May 2013 - January 2014
Wells Fargo Insurance Services June 2012 - May 2013
First Convenience Bank November 2011 - May 2012
Wood and Floors Outlet October 2009 - October 2011
Skills
Sales, Insurance, Accounting, Customer Service, Claim, Life Insurance, Property & Casualty..., Risk Management, Account Management, Underwriting, Financial Analysis, Negotiation, Microsoft Office, Microsoft Excel, Training, Cold Calling, Team Building, Credit, Umbrella Insurance, Fixed Annuities, Selling, New Business Development, Finance, Management, Customer Retention, Employee Benefits, Commercial Insurance, Term Life Insurance, Contract Negotiation, Time Management, Leadership, Forecasting, Analysis, Marketing, Customer Satisfaction, Strategic Planning, Pricing, Salesforce.com, Investments, Direct Sales, Health Insurance, Cyber Liability..., Workers Compensation, Liability, Professional Liability
Education
University of North Texas 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Central Catholic Highschool 2003 — 2007
St. Matthews
Chad DeMoss Chad DeMoss's Wells Fargo Insurance Services Experience December 2008 - October 2014
Job Technology Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo Insurance Services December 2008 - October 2014
University of Nebraska-Lincoln September 1999 - May 2006
Skills
Troubleshooting, Process Improvement, Windows 7, SharePoint, Business Analysis, Outlook, Microsoft Office, Windows, Microsoft Excel, Active Directory, Customer Service, Data Analysis, Call Center, XP, System Administration, Software Documentation, Leadership, Access, Team Leadership
Education
University of Nebraska-Lincoln 1999 — 2007
MBA, BSBA, MIS, Entrepreneurship
Wells Fargo October 2014 - Present
Wells Fargo Insurance Services December 2008 - October 2014
University of Nebraska-Lincoln September 1999 - May 2006
Skills
Troubleshooting, Process Improvement, Windows 7, SharePoint, Business Analysis, Outlook, Microsoft Office, Windows, Microsoft Excel, Active Directory, Customer Service, Data Analysis, Call Center, XP, System Administration, Software Documentation, Leadership, Access, Team Leadership
Education
University of Nebraska-Lincoln 1999 — 2007
MBA, BSBA, MIS, Entrepreneurship
Sarah Gehrman Sarah Gehrman's Wells Fargo Insurance Services Experience April 2013 - Present
Job Compliance Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2013 - Present
Wells Fargo Insurance July 2011 - April 2013
LivingSocial Adventures May 2011 - December 2012
Wells Fargo Insurance July 2008 - July 2011
COUNTRY ® Financial September 2006 - July 2008
Skills
Sales, Account Management, Insurance, Customer Service, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Employee Benefits, PowerPoint, Customer Satisfaction, Call Centers, Salesforce.com, Outlook, Customer Retention, Training, Banking, Financial Analysis, Leadership
Education
University of Minnesota - Carlson School of Management 2001 — 2006
Bachelor of Science in Business, Risk Management, Human Resources
Wells Fargo Insurance Services April 2013 - Present
Wells Fargo Insurance July 2011 - April 2013
LivingSocial Adventures May 2011 - December 2012
Wells Fargo Insurance July 2008 - July 2011
COUNTRY ® Financial September 2006 - July 2008
Skills
Sales, Account Management, Insurance, Customer Service, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Employee Benefits, PowerPoint, Customer Satisfaction, Call Centers, Salesforce.com, Outlook, Customer Retention, Training, Banking, Financial Analysis, Leadership
Education
University of Minnesota - Carlson School of Management 2001 — 2006
Bachelor of Science in Business, Risk Management, Human Resources
David Weise David Weise's Wells Fargo Insurance Services Experience June 1996 - Present
Job Bond Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 1996 - Present
Aon October 1987 - June 1996
Education
University of New Hampshire - Whittemore School of Business and Economics
BS, Business and Economics
Wells Fargo Insurance Services June 1996 - Present
Aon October 1987 - June 1996
Education
University of New Hampshire - Whittemore School of Business and Economics
BS, Business and Economics
Heather Berglund Heather Berglund's Wells Fargo Insurance Services Experience April 2003 - June 2013
Job Marketing Account Executive at The Christensen Group Insurance
Industry Insurance
Experience
The Wayside House December 2014 - Present
Christensen Group June 2013 - Present
Wells Fargo Insurance Services April 2003 - June 2013
Skills
Marketing Communications, Marketing Strategy, Public Relations, Direct Marketing, Nonprofits, Account Management, Customer Service, Professional Liability, Workers Compensation
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Business and Social Science
The Wayside House December 2014 - Present
Christensen Group June 2013 - Present
Wells Fargo Insurance Services April 2003 - June 2013
Skills
Marketing Communications, Marketing Strategy, Public Relations, Direct Marketing, Nonprofits, Account Management, Customer Service, Professional Liability, Workers Compensation
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Business and Social Science
Jackie Knop Jackie Knop's Wells Fargo Insurance Services Experience April 2008 - November 2009
Job Commercial Account Executive at Heidrick & Co. Insurance and Risk Management Services LLC
Industry Insurance
Experience
Heidrick & Co. Insurance and Risk Management Services LLC March 2013 - Present
Expense Reduction Analysts November 2011 - August 2014
Arthur J. Gallagher Risk Management Services, Inc. April 2010 - November 2011
Wells Fargo Insurance Services April 2008 - November 2009
BenePac, Inc. June 2004 - April 2008
Wausau Signature Agency April 1998 - March 2004
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Underwriting, Casualty, Health Insurance, Professional Liability, Risk Management, General Insurance, Commercial Lines, Liability, Umbrella Insurance, Employee Benefits, Legal Liability, Sales, New Business Development, Sales Management, Disability Insurance, Marketing, Customer Service, Casualty Insurance
Education
University of Phoenix 2004 — 2008
B.S.
Heidrick & Co. Insurance and Risk Management Services LLC March 2013 - Present
Expense Reduction Analysts November 2011 - August 2014
Arthur J. Gallagher Risk Management Services, Inc. April 2010 - November 2011
Wells Fargo Insurance Services April 2008 - November 2009
BenePac, Inc. June 2004 - April 2008
Wausau Signature Agency April 1998 - March 2004
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Underwriting, Casualty, Health Insurance, Professional Liability, Risk Management, General Insurance, Commercial Lines, Liability, Umbrella Insurance, Employee Benefits, Legal Liability, Sales, New Business Development, Sales Management, Disability Insurance, Marketing, Customer Service, Casualty Insurance
Education
University of Phoenix 2004 — 2008
B.S.
Ryan Welshinger's Wells Fargo Insurance Services Experience November 2011 - March 2012
Job IT Support Specialist at Hennepin County
Industry Information Technology and Services
Experience
Hennepin County November 2013 - Present
Children's Hospitals and Clinics of Minnesota March 2012 - August 2012
Wells Fargo Insurance Services November 2011 - March 2012
Banner Engineering March 2011 - October 2011
Armor Security, Inc. July 2008 - September 2010
CenterPoint Energy June 2005 - May 2007
University of Minnesota June 2000 - December 2004
Skills
Remote Desktop, Desktop Administration, Active Directory, Windows Server, Lotus Notes, Lotus Domino, ShoreTel, Altiris Deployment..., Novell Netware, Microsoft Exchange, Virtualization, Citrix, Peregrine, Microsoft Office, iOS, Blackberry, Android, Kaspersky Antivirus, MSDE, Microsoft SQL Server, Ubuntu, Linux, Norton Ghost, Groupwise, Routers, Computer Science, Computer Building, Photoshop, Premiere, Clonezilla, OS X, DOS, Wireless Networking, Wireless Routers, Card Access, Web Design, starcraft, Computer Repair, Troubleshooting, Networking, SSH, Putty, Hardware, Operating Systems, Network Administration, Switches
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor of Arts (B.A.), Information Technology
Hennepin County November 2013 - Present
Children's Hospitals and Clinics of Minnesota March 2012 - August 2012
Wells Fargo Insurance Services November 2011 - March 2012
Banner Engineering March 2011 - October 2011
Armor Security, Inc. July 2008 - September 2010
CenterPoint Energy June 2005 - May 2007
University of Minnesota June 2000 - December 2004
Skills
Remote Desktop, Desktop Administration, Active Directory, Windows Server, Lotus Notes, Lotus Domino, ShoreTel, Altiris Deployment..., Novell Netware, Microsoft Exchange, Virtualization, Citrix, Peregrine, Microsoft Office, iOS, Blackberry, Android, Kaspersky Antivirus, MSDE, Microsoft SQL Server, Ubuntu, Linux, Norton Ghost, Groupwise, Routers, Computer Science, Computer Building, Photoshop, Premiere, Clonezilla, OS X, DOS, Wireless Networking, Wireless Routers, Card Access, Web Design, starcraft, Computer Repair, Troubleshooting, Networking, SSH, Putty, Hardware, Operating Systems, Network Administration, Switches
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor of Arts (B.A.), Information Technology
Cynthia Kassab Cynthia Kassab's Wells Fargo Insurance Services Experience March 2013 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2013 - Present
Hanna Global Solutions August 2011 - April 2013
Unum Group January 2000 - March 2011
Skills
Insurance, Employee Benefits, Sales, Underwriting, Management, New Business Development, Brokers, Customer Service, Health Insurance, Disability Insurance, Benefits Administration, Selling, Claim, Health Savings Accounts, Life Insurance, Risk Management
Education
University of Phoenix
BS, Business Management
Wells Fargo Insurance Services March 2013 - Present
Hanna Global Solutions August 2011 - April 2013
Unum Group January 2000 - March 2011
Skills
Insurance, Employee Benefits, Sales, Underwriting, Management, New Business Development, Brokers, Customer Service, Health Insurance, Disability Insurance, Benefits Administration, Selling, Claim, Health Savings Accounts, Life Insurance, Risk Management
Education
University of Phoenix
BS, Business Management
Walter Gupton Walter Gupton's Wells Fargo Insurance Services Experience September 2011 - January 2013
Job Senior Vice President Risk and Insurance Advisor for Restaurants and Private Equity
Industry Insurance
Experience
McGriff, Seibels & Williams January 2013 - Present
Wells Fargo Insurance Services September 2011 - January 2013
Marsh August 2006 - August 2011
Marsh December 1998 - August 2011
Marsh July 2004 - July 2006
Sedgwick January 1995 - December 1998
Sedgwick June 1993 - December 1998
The Garlington Group August 1978 - March 1992
Skills
Risk Management, Restaurants, Employee Benefits, Risk, Retail, Portfolio Management, Captives, Risk Mitigation, D&O, Mergers, Leadership, Financial Risk, Management, Property & Casualty..., Mergers & Acquisitions, Insurance, Claims Management, Financial Analysis, CRM, Sales, Executive Management, Underwriting, Business Development, Claim, Commercial Insurance
Education
University of North Carolina at Chapel Hill 1973 — 1977
BS, Industrial Relations
The Westminster Schools 1960 — 1973
Alpha~Omega
McGriff, Seibels & Williams January 2013 - Present
Wells Fargo Insurance Services September 2011 - January 2013
Marsh August 2006 - August 2011
Marsh December 1998 - August 2011
Marsh July 2004 - July 2006
Sedgwick January 1995 - December 1998
Sedgwick June 1993 - December 1998
The Garlington Group August 1978 - March 1992
Skills
Risk Management, Restaurants, Employee Benefits, Risk, Retail, Portfolio Management, Captives, Risk Mitigation, D&O, Mergers, Leadership, Financial Risk, Management, Property & Casualty..., Mergers & Acquisitions, Insurance, Claims Management, Financial Analysis, CRM, Sales, Executive Management, Underwriting, Business Development, Claim, Commercial Insurance
Education
University of North Carolina at Chapel Hill 1973 — 1977
BS, Industrial Relations
The Westminster Schools 1960 — 1973
Alpha~Omega
Sean Koning Sean Koning's Wells Fargo Insurance Services Experience December 2014 - Present
Job Small Business Insurance Agent at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services December 2014 - Present
Wells Fargo Insurance Services March 2014 - December 2014
State Farm March 2013 - March 2014
Eddie Bauer May 2011 - December 2012
Bluff Creek Golf Club April 2006 - September 2012
Skills
Marketing, Sales, Strategic Planning, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Retail, Time Management, Social Media, Inventory Management
Education
University of Minnesota-Duluth 2008 — 2012
Economics B.A., Psychology Minor, Economics
Wells Fargo Insurance Services December 2014 - Present
Wells Fargo Insurance Services March 2014 - December 2014
State Farm March 2013 - March 2014
Eddie Bauer May 2011 - December 2012
Bluff Creek Golf Club April 2006 - September 2012
Skills
Marketing, Sales, Strategic Planning, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Retail, Time Management, Social Media, Inventory Management
Education
University of Minnesota-Duluth 2008 — 2012
Economics B.A., Psychology Minor, Economics
Melissa Anchia's Wells Fargo Insurance Services Experience July 2014 - Present
Job Health & Wellness Consultant at Wells Fargo Insurance Services
Industry Higher Education
Experience
Wells Fargo Insurance Services July 2014 - Present
UNC Charlotte May 2011 - July 2014
BAYADA Home Health Care June 2008 - May 2011
Skills
Community Outreach, Qualitative Research, Project Management, Program Development, Healthcare, Evaluation, Compliance, Consulting, Solution Implementation, Relationship Management, Advocacy, Building Relationships, Strategic Planning, Manage Client..., Data Analysis
Education
University of North Carolina at Charlotte 2011 — 2014
Master of Science (MS), Public Health
University of North Carolina at Charlotte 2010 — 2011
Commuity Health Graduate Certificate
University of North Carolina at Charlotte 2004 — 2008
Bachelor's degree, Communication and Media Studies
Wells Fargo Insurance Services July 2014 - Present
UNC Charlotte May 2011 - July 2014
BAYADA Home Health Care June 2008 - May 2011
Skills
Community Outreach, Qualitative Research, Project Management, Program Development, Healthcare, Evaluation, Compliance, Consulting, Solution Implementation, Relationship Management, Advocacy, Building Relationships, Strategic Planning, Manage Client..., Data Analysis
Education
University of North Carolina at Charlotte 2011 — 2014
Master of Science (MS), Public Health
University of North Carolina at Charlotte 2010 — 2011
Commuity Health Graduate Certificate
University of North Carolina at Charlotte 2004 — 2008
Bachelor's degree, Communication and Media Studies
Jim Quirk's Wells Fargo Insurance Services Experience February 2011 - Present
Job Practice Leader Credit and Political Risks Wells Fargo
Industry Banking
Experience
Wells Fargo Insurance Services February 2011 - Present
Rocam International January 2010 - March 2011
Willis February 2006 - December 2009
Marsh Inc. August 1992 - February 2006
Arkwright Mutual Insurance Company / Hobbs Group September 1988 - August 1992
Skills
Political Risk Analysis, Structured Products, Project Finance, Supply Chain, Trade Credit, Credit Insurance, Trade Finance, Export Finance, Banking, Financial Risk, Portfolio Management, Risk Management, Credit Risk, Leadership, Management, Underwriting, Finance, Insurance
Education
University of New Hampshire 1980 — 1984
BA, Classics
Brooks School 1976 — 1980
Wells Fargo Insurance Services February 2011 - Present
Rocam International January 2010 - March 2011
Willis February 2006 - December 2009
Marsh Inc. August 1992 - February 2006
Arkwright Mutual Insurance Company / Hobbs Group September 1988 - August 1992
Skills
Political Risk Analysis, Structured Products, Project Finance, Supply Chain, Trade Credit, Credit Insurance, Trade Finance, Export Finance, Banking, Financial Risk, Portfolio Management, Risk Management, Credit Risk, Leadership, Management, Underwriting, Finance, Insurance
Education
University of New Hampshire 1980 — 1984
BA, Classics
Brooks School 1976 — 1980
Wade Henriquez Wade Henriquez's Wells Fargo Insurance Services Experience June 2012 - August 2012
Job Mutual Fund Analyst at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Wells Fargo Insurance Services June 2012 - August 2012
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Economics
Vivian Gaither High School 2005 — 2009
Raymond James Financial Inc. September 2013 - Present
Wells Fargo Insurance Services June 2012 - August 2012
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Economics
Vivian Gaither High School 2005 — 2009
David Wysong David Wysong's Wells Fargo Insurance Services Experience 1988 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services USA January 1988 - Present
Wells Fargo Insurance Services 1988 - Present
Skills
Insurance, Property & Casualty..., Underwriting, Professional Liability, Commercial Insurance, Casualty, Brokers, Management, Employee Benefits, Risk Management, Workers Compensation, Liability, Umbrella Insurance, Health Insurance, Team Building, Legal Liability, Life Insurance, D&O
Education
University of North Carolina at Chapel Hill 1960 — 1964
BA, English
Episcopal High School
Wells Fargo Insurance Services USA January 1988 - Present
Wells Fargo Insurance Services 1988 - Present
Skills
Insurance, Property & Casualty..., Underwriting, Professional Liability, Commercial Insurance, Casualty, Brokers, Management, Employee Benefits, Risk Management, Workers Compensation, Liability, Umbrella Insurance, Health Insurance, Team Building, Legal Liability, Life Insurance, D&O
Education
University of North Carolina at Chapel Hill 1960 — 1964
BA, English
Episcopal High School
Amy Sieck Amy Sieck's Wells Fargo Insurance Services Experience May 2003 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services May 2003 - Present
Wasserman & Associates June 2001 - May 2003
Unitrin Insurance Company/Valley Insurance Company November 1993 - June 2001
Skills
Property & Casualty..., Commercial Insurance, Insurance, Brokers, Professional Liability, Casualty, Liability, Legal Liability, General Insurance, Commercial Lines, Umbrella Insurance
Education
University of Phoenix-Sacramento Valley Campus 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Casa Roble High School 1987 — 1991
Wells Fargo Insurance Services May 2003 - Present
Wasserman & Associates June 2001 - May 2003
Unitrin Insurance Company/Valley Insurance Company November 1993 - June 2001
Skills
Property & Casualty..., Commercial Insurance, Insurance, Brokers, Professional Liability, Casualty, Liability, Legal Liability, General Insurance, Commercial Lines, Umbrella Insurance
Education
University of Phoenix-Sacramento Valley Campus 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Casa Roble High School 1987 — 1991
Carlo Quintana Carlo Quintana's Wells Fargo Insurance Services Experience October 2003 - November 2008
Job
Industry Construction
Experience
Lariat Builders Group April 2010 - Present
BancorpSouth Insurance Services, Inc. November 2008 - December 2009
Wells Fargo Insurance Services October 2003 - November 2008
Skills
Property & Casualty..., Workers Compensation, Insurance, Commercial Insurance, Professional Liability, Legal Liability, Umbrella Insurance, Health Insurance, Employee Benefits, Customer Service, Liability, Casualty, Claim, Microsoft Office, Brokers, Commercial Lines, Microsoft Excel, Underwriting, Strategic Planning, Marketing, Small Business, General Insurance
Education
University of Phoenix 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Life Center Christian School, El Paso, TX 1993 — 1997
Lariat Builders Group April 2010 - Present
BancorpSouth Insurance Services, Inc. November 2008 - December 2009
Wells Fargo Insurance Services October 2003 - November 2008
Skills
Property & Casualty..., Workers Compensation, Insurance, Commercial Insurance, Professional Liability, Legal Liability, Umbrella Insurance, Health Insurance, Employee Benefits, Customer Service, Liability, Casualty, Claim, Microsoft Office, Brokers, Commercial Lines, Microsoft Excel, Underwriting, Strategic Planning, Marketing, Small Business, General Insurance
Education
University of Phoenix 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Life Center Christian School, El Paso, TX 1993 — 1997
Sarah E Ruble, ARM Sarah E Ruble, ARM's Wells Fargo Insurance Services Experience February 2009 - July 2010
Job Strategic Sales Initiatives
Industry Insurance
Experience
AmWINS Group February 2015 - Present
AmWINS Group July 2010 - February 2015
Wells Fargo Insurance Services February 2009 - July 2010
Wachovia Insurance Services January 2008 - February 2009
Wake Forest University January 2007 - December 2008
Wachovia Insurance Services March 2005 - January 2008
Palmer & Cay April 2000 - March 2005
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Brokers, Commercial Insurance, Workers Compensation, Financial Risk, Professional Liability, Health Insurance, Liability, Project Management, Strategic Planning, Casualty, Risk Analysis, Pricing, Account Management, Analysis, Leadership, Legal Liability, Business Analysis, CRM, Reinsurance, Commercial Lines, D&O, Excess, General Insurance, Claim, Employment Practices..., Claims Management, Umbrella Insurance, Casualty Insurance
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2008
MBA
Insurance Institute of America 2005 — 2006
ARM, Associate in Risk Management
University of North Carolina at Charlotte 1996 — 2000
Finance, Risk Management and Insurance
AmWINS Group February 2015 - Present
AmWINS Group July 2010 - February 2015
Wells Fargo Insurance Services February 2009 - July 2010
Wachovia Insurance Services January 2008 - February 2009
Wake Forest University January 2007 - December 2008
Wachovia Insurance Services March 2005 - January 2008
Palmer & Cay April 2000 - March 2005
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Brokers, Commercial Insurance, Workers Compensation, Financial Risk, Professional Liability, Health Insurance, Liability, Project Management, Strategic Planning, Casualty, Risk Analysis, Pricing, Account Management, Analysis, Leadership, Legal Liability, Business Analysis, CRM, Reinsurance, Commercial Lines, D&O, Excess, General Insurance, Claim, Employment Practices..., Claims Management, Umbrella Insurance, Casualty Insurance
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2008
MBA
Insurance Institute of America 2005 — 2006
ARM, Associate in Risk Management
University of North Carolina at Charlotte 1996 — 2000
Finance, Risk Management and Insurance
Jessica Friedrichs, CEBS Jessica Friedrichs, CEBS's Wells Fargo Insurance Services Experience December 2010 - January 2012
Job Senior Employee Benefits Consultant at The Christensen Group
Industry Insurance
Experience
Christensen Group Insurance February 2013 - Present
Wells Fargo Insurance Services December 2010 - January 2012
Hays Companies June 2004 - December 2010
Doherty Employment Group April 2003 - June 2004
Skills
Insurance, Employee Benefits, Disability Insurance, Health Insurance, Account Management, Benefits Administration, Brokers, Claim, Health Savings Accounts, Life Insurance, Sales, Underwriting, Human Resources, Leadership
Education
University of Northern Iowa 1998 — 2002
Business Management, Emphasis in Human Resources, Certified in Training and Development
Christensen Group Insurance February 2013 - Present
Wells Fargo Insurance Services December 2010 - January 2012
Hays Companies June 2004 - December 2010
Doherty Employment Group April 2003 - June 2004
Skills
Insurance, Employee Benefits, Disability Insurance, Health Insurance, Account Management, Benefits Administration, Brokers, Claim, Health Savings Accounts, Life Insurance, Sales, Underwriting, Human Resources, Leadership
Education
University of Northern Iowa 1998 — 2002
Business Management, Emphasis in Human Resources, Certified in Training and Development
Casey Tynan, CLCS Casey Tynan, CLCS's Wells Fargo Insurance Services Experience July 2014 - Present
Job Sales Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2014 - Present
Poms & Associates July 2013 - July 2014
Van Gilder Insurance Cor May 2010 - July 2013
Pruett Scholes Insurance Agency June 2008 - May 2010
Tynan's Nissan, Inc. June 2001 - March 2008
Skills
Insurance, General Insurance, Team Building, Management, New Business Development, Employee Benefits, Workers Compensation, Commercial Insurance, Team Leadership, Project Management, Professional Liability, Underwriting, Property & Casualty..., CRM, Life Insurance
Education
University of Northern Colorado 1998 — 2001
Communication, Communication, Marketing, Advertising
Mullen High School 1996 — 1997
Wells Fargo Insurance Services July 2014 - Present
Poms & Associates July 2013 - July 2014
Van Gilder Insurance Cor May 2010 - July 2013
Pruett Scholes Insurance Agency June 2008 - May 2010
Tynan's Nissan, Inc. June 2001 - March 2008
Skills
Insurance, General Insurance, Team Building, Management, New Business Development, Employee Benefits, Workers Compensation, Commercial Insurance, Team Leadership, Project Management, Professional Liability, Underwriting, Property & Casualty..., CRM, Life Insurance
Education
University of Northern Colorado 1998 — 2001
Communication, Communication, Marketing, Advertising
Mullen High School 1996 — 1997
Fredrick Weaver-Lee, CISR Fredrick Weaver-Lee, CISR's Wells Fargo Insurance Services Experience May 2014 - Present
Job Account Executive
Industry Insurance
Experience
Wells Fargo Insurance Services May 2014 - Present
Wells Fargo Insurance Services February 2006 - May 2014
Skills
Surety Bonds, Underwriting, Commercial Insurance, Microsoft Excel, Property & Casualty..., Insurance, Microsoft Word, Legal Liability, D&O, Brokers, Umbrella Insurance, Commercial Lines, Employment Practices..., Casualty, Professional Liability, Liability, Workers Compensation, General Insurance
Education
University of Phoenix 2008 — 2010
Associate's Degree, Business
Wells Fargo Insurance Services May 2014 - Present
Wells Fargo Insurance Services February 2006 - May 2014
Skills
Surety Bonds, Underwriting, Commercial Insurance, Microsoft Excel, Property & Casualty..., Insurance, Microsoft Word, Legal Liability, D&O, Brokers, Umbrella Insurance, Commercial Lines, Employment Practices..., Casualty, Professional Liability, Liability, Workers Compensation, General Insurance
Education
University of Phoenix 2008 — 2010
Associate's Degree, Business
Lyle McKinney, CLCS Lyle McKinney, CLCS's Wells Fargo Insurance Services Experience March 2011 - October 2014
Job Producer at McGriff, Seibels & Williams
Industry Insurance
Experience
McGriff, Seibels & Williams October 2014 - Present
Wells Fargo Insurance Services March 2011 - October 2014
McAuley Woods & Associates July 2008 - October 2010
Skills
Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, Brokers, Claim, Risk Management, Liability, Casualty, General Insurance, Underwriting, Reinsurance
Education
University of Mississippi 2003 — 2007
RMI, Insurance
Mountain Brook High School
McGriff, Seibels & Williams October 2014 - Present
Wells Fargo Insurance Services March 2011 - October 2014
McAuley Woods & Associates July 2008 - October 2010
Skills
Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, Brokers, Claim, Risk Management, Liability, Casualty, General Insurance, Underwriting, Reinsurance
Education
University of Mississippi 2003 — 2007
RMI, Insurance
Mountain Brook High School
Jonathan Lundberg Jonathan Lundberg's Wells Fargo Insurance Services Experience July 2015 - Present
Job Commercial Account Rep at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2015 - Present
RCIS: Rural Community Insurance Services December 2014 - July 2015
Wells Fargo Insurance Services September 2014 - November 2014
Lundberg Insurance & Financial Services June 2011 - August 2014
University of Minnesota 2009 - 2011
University of Minnesota April 2009 - September 2010
Skills
Public Speaking, Organization, Social Media, Research, PowerPoint, Time Management, Customer Service, Microsoft Office, Leadership, Insurance
Education
University of Minnesota-Twin Cities 2006 — 2013
Bachelor of Arts (BA), Communications
University of Minnesota Duluth 2006 — 2011
B.A., communications
Chisago Lakes High School
Wells Fargo Insurance Services July 2015 - Present
RCIS: Rural Community Insurance Services December 2014 - July 2015
Wells Fargo Insurance Services September 2014 - November 2014
Lundberg Insurance & Financial Services June 2011 - August 2014
University of Minnesota 2009 - 2011
University of Minnesota April 2009 - September 2010
Skills
Public Speaking, Organization, Social Media, Research, PowerPoint, Time Management, Customer Service, Microsoft Office, Leadership, Insurance
Education
University of Minnesota-Twin Cities 2006 — 2013
Bachelor of Arts (BA), Communications
University of Minnesota Duluth 2006 — 2011
B.A., communications
Chisago Lakes High School
Dan McGill Dan McGill's Wells Fargo Insurance Services Experience August 2000 - Present
Job
Industry Insurance
Experience
Wells Fargo Insurance Services USA, Inc (formerly Wachovia Insurance Services, Inc.) August 2000 - Present
Wells Fargo Insurance Services August 2000 - Present
Skills
Employee Benefits, Sales, Healthcare Reform, The..., Health Insurance, ERISA, Legal Compliance, Self-funded, Disability Insurance, Dental Insurance, Vision Insurance, Life Insurance, Health Savings Accounts, Healthcare..., Benefits Administration, Voluntary Employee..., Underwriting, Claim, Insurance, General Insurance, Commercial Insurance, Professional Liability, Brokers, Coordination of Benefits, Term Life Insurance
Education
University of North Carolina at Greensboro 1980 — 1982
BS Business, Business, Insurance Minor
Univ.of Pittsburgh 1977 — 1980
Wells Fargo Insurance Services USA, Inc (formerly Wachovia Insurance Services, Inc.) August 2000 - Present
Wells Fargo Insurance Services August 2000 - Present
Skills
Employee Benefits, Sales, Healthcare Reform, The..., Health Insurance, ERISA, Legal Compliance, Self-funded, Disability Insurance, Dental Insurance, Vision Insurance, Life Insurance, Health Savings Accounts, Healthcare..., Benefits Administration, Voluntary Employee..., Underwriting, Claim, Insurance, General Insurance, Commercial Insurance, Professional Liability, Brokers, Coordination of Benefits, Term Life Insurance
Education
University of North Carolina at Greensboro 1980 — 1982
BS Business, Business, Insurance Minor
Univ.of Pittsburgh 1977 — 1980
Joe Valerio Joe Valerio's Wells Fargo Insurance Services Experience August 2007 - March 2011
Job EVP & COO Lyons Companies, Former Kansas City Chief, Motivational Speaker
Industry Insurance
Experience
Lyons Companies June 2013 - Present
Gridiron Concepts, Ltd. 1991 - Present
USI Insurance Services March 2011 - June 2013
Wells Fargo Insurance Services August 2007 - March 2011
Willis 1999 - 2007
Marsh 1997 - 1999
Kansas City Chiefs 1991 - 1997
KMBC Channel 9 and KCFX 101.1FM 1994 - 1996
Skills
Mergers, Risk Management, Underwriting, Insurance, Strategic Planning, Public Speaking, Business Development, Customer Service, Community Outreach, Coaching, Networking, Change Management, Interviews, Sales, Leadership, Management, Employee Benefits, Sales Management, New Business Development, Strategy, Mergers & Acquisitions, Brokers, Analysis, Property & Casualty..., Business Strategy, Training, Team Building, Program Management, Health Insurance, Marketing, Budgets, Professional Liability, Start-ups, Executive Management, Policy, Time Management, Small Business, Finance, Financial Services, Investments, CRM, Portfolio Management, Account Management, Business Planning, Relationship Management, Financial Analysis, Banking, Entrepreneurship, Strategic Partnerships, Management Consulting
Education
University of Pennsylvania 1987 — 1991
B.A., Economics
Ridley High School 1984 — 1987
Lyons Companies June 2013 - Present
Gridiron Concepts, Ltd. 1991 - Present
USI Insurance Services March 2011 - June 2013
Wells Fargo Insurance Services August 2007 - March 2011
Willis 1999 - 2007
Marsh 1997 - 1999
Kansas City Chiefs 1991 - 1997
KMBC Channel 9 and KCFX 101.1FM 1994 - 1996
Skills
Mergers, Risk Management, Underwriting, Insurance, Strategic Planning, Public Speaking, Business Development, Customer Service, Community Outreach, Coaching, Networking, Change Management, Interviews, Sales, Leadership, Management, Employee Benefits, Sales Management, New Business Development, Strategy, Mergers & Acquisitions, Brokers, Analysis, Property & Casualty..., Business Strategy, Training, Team Building, Program Management, Health Insurance, Marketing, Budgets, Professional Liability, Start-ups, Executive Management, Policy, Time Management, Small Business, Finance, Financial Services, Investments, CRM, Portfolio Management, Account Management, Business Planning, Relationship Management, Financial Analysis, Banking, Entrepreneurship, Strategic Partnerships, Management Consulting
Education
University of Pennsylvania 1987 — 1991
B.A., Economics
Ridley High School 1984 — 1987
Christine Grace Payne Christine Grace Payne's Wells Fargo Insurance Services Experience March 2014 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services USA, Inc. June 2012 - March 2014
Ames & Gough December 2010 - June 2012
Lockton Companies September 2005 - December 2010
Skills
Liability, Employee Benefits, Property & Casualty..., Legal Liability, Human Resources, Insurance, Health Insurance, Budgets, Risk Management, Commercial Insurance, Analysis, Finance, Professional Liability, Financial Risk, Management, Casualty, Customer Service
Education
University of Phoenix 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services USA, Inc. June 2012 - March 2014
Ames & Gough December 2010 - June 2012
Lockton Companies September 2005 - December 2010
Skills
Liability, Employee Benefits, Property & Casualty..., Legal Liability, Human Resources, Insurance, Health Insurance, Budgets, Risk Management, Commercial Insurance, Analysis, Finance, Professional Liability, Financial Risk, Management, Casualty, Customer Service
Education
University of Phoenix 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Jennifer Smith, CISR Jennifer Smith, CISR's Wells Fargo Insurance Services Experience December 2011 - May 2012
Job Insurance Sales Agent/CSR at Insurance Advantage, LLC
Industry Insurance
Experience
Insurance Advantage, LLC May 2014 - Present
BW Insurance, Inc. July 2012 - March 2013
Wells Fargo Insurance Services December 2011 - May 2012
Lee F Murphy Insurance Group November 2003 - November 2010
American Agency, Inc. May 2001 - September 2003
State Farm Insurance 2001 - 2001
Ross Nesbit Agencies, Inc 1997 - 2001
Skills
Natural Appetite for..., Proven, Strong..., Great Listener and..., Effortlessly Inspire..., Insurance, Commercial Insurance
Education
University of Northern Iowa 1985 — 1990
Bachelors, Elementary Education
Denver High School 1981 — 1985
Insurance Advantage, LLC May 2014 - Present
BW Insurance, Inc. July 2012 - March 2013
Wells Fargo Insurance Services December 2011 - May 2012
Lee F Murphy Insurance Group November 2003 - November 2010
American Agency, Inc. May 2001 - September 2003
State Farm Insurance 2001 - 2001
Ross Nesbit Agencies, Inc 1997 - 2001
Skills
Natural Appetite for..., Proven, Strong..., Great Listener and..., Effortlessly Inspire..., Insurance, Commercial Insurance
Education
University of Northern Iowa 1985 — 1990
Bachelors, Elementary Education
Denver High School 1981 — 1985
Michael Alexander Rincon Michael Alexander Rincon's Wells Fargo Insurance Services Experience February 2011 - March 2012
Job Analyst/Coordinator
Industry Accounting
Experience
RoundPoint Mortgage Servicing Corporation April 2015 - Present
RoundPoint Mortgage Servicing Corporation January 2014 - April 2015
Driven Brands, Inc. July 2012 - September 2013
Wells Fargo Insurance Services February 2011 - March 2012
Skills
Microsoft Excel, Customer Service, Accounts Payable, Microsoft Office, Microsoft Word, Problem Solving, Account Reconciliation, Pivot Tables, Accounts Receivable, Creative Writing, Assertiveness, Accurate Data Entry, Close Attention to..., Outlook, Functions, Collaborative Problem..., High Proficiency, PowerPoint
Education
University of North Carolina at Greensboro 2006 — 2010
Bachelor's degree, Communication, General
University of North Carolina, Greensboro, NC 2006 — 2010
BA, Communication Studies
RoundPoint Mortgage Servicing Corporation April 2015 - Present
RoundPoint Mortgage Servicing Corporation January 2014 - April 2015
Driven Brands, Inc. July 2012 - September 2013
Wells Fargo Insurance Services February 2011 - March 2012
Skills
Microsoft Excel, Customer Service, Accounts Payable, Microsoft Office, Microsoft Word, Problem Solving, Account Reconciliation, Pivot Tables, Accounts Receivable, Creative Writing, Assertiveness, Accurate Data Entry, Close Attention to..., Outlook, Functions, Collaborative Problem..., High Proficiency, PowerPoint
Education
University of North Carolina at Greensboro 2006 — 2010
Bachelor's degree, Communication, General
University of North Carolina, Greensboro, NC 2006 — 2010
BA, Communication Studies
Leiga Monge Leiga Monge's Wells Fargo Insurance Services Experience November 2004 - May 2011
Job Executive Administrative/ Personal Assistant
Industry Insurance
Experience
Finney Enterprises January 2013 - Present
New West Distributing August 2012 - Present
SA Promotions October 2011 - Present
Ruby River Steakhouse January 2011 - January 2013
Wells Fargo Insurance Services November 2004 - May 2011
Ruby River Steakhouse November 2007 - April 2010
CTX Mortgage April 2003 - October 2004
Western Title & Escrow October 2001 - January 2003
Monge Construction May 1998 - November 2000
Skills
Microsoft Office, Management, Customer Service, Time Management, Microsoft Excel
Education
University of Nevada-Reno 2008 — 2012
Bachelor's degree, Business Management Major with Community Health Sciences Minor
Truckee Meadows Community College 2005 — 2008
AA, Business
Finney Enterprises January 2013 - Present
New West Distributing August 2012 - Present
SA Promotions October 2011 - Present
Ruby River Steakhouse January 2011 - January 2013
Wells Fargo Insurance Services November 2004 - May 2011
Ruby River Steakhouse November 2007 - April 2010
CTX Mortgage April 2003 - October 2004
Western Title & Escrow October 2001 - January 2003
Monge Construction May 1998 - November 2000
Skills
Microsoft Office, Management, Customer Service, Time Management, Microsoft Excel
Education
University of Nevada-Reno 2008 — 2012
Bachelor's degree, Business Management Major with Community Health Sciences Minor
Truckee Meadows Community College 2005 — 2008
AA, Business
Randall Ohlendorf Randall Ohlendorf's Wells Fargo Insurance Services Experience January 1989 - August 2004
Job Executive Director
Industry Civic & Social Organization
Experience
Newcastle Chamber of Commerce March 2015 - Present
Aon Consulting August 2004 - March 2012
Wells Fargo Insurance Services January 1989 - August 2004
Premera Blue Cross 1982 - 1988
Skills
Compensation, Employee Relations, HR Consulting, Talent Acquisition, Employee Benefits, E-commerce Solutions, E-commerce, Business Development, Deferred Compensation, Strategic Planning, Leadership, Outsourcing, Talent Management, Insurance, Consulting, Personnel Management
Education
University of Oregon 1974 — 1978
BS, Business Management, Economics
University of Oregon - Charles H. Lundquist College of Business 1974 — 1978
BS - Business Administration, Economics
Newcastle Chamber of Commerce March 2015 - Present
Aon Consulting August 2004 - March 2012
Wells Fargo Insurance Services January 1989 - August 2004
Premera Blue Cross 1982 - 1988
Skills
Compensation, Employee Relations, HR Consulting, Talent Acquisition, Employee Benefits, E-commerce Solutions, E-commerce, Business Development, Deferred Compensation, Strategic Planning, Leadership, Outsourcing, Talent Management, Insurance, Consulting, Personnel Management
Education
University of Oregon 1974 — 1978
BS, Business Management, Economics
University of Oregon - Charles H. Lundquist College of Business 1974 — 1978
BS - Business Administration, Economics
Ed Conder Ed Conder's Wells Fargo Insurance Services Experience April 2006 - Present
Job Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2006 - Present
The Hartford March 2004 - April 2006
Education
University of North Carolina at Charlotte
Wells Fargo Insurance Services April 2006 - Present
The Hartford March 2004 - April 2006
Education
University of North Carolina at Charlotte
Alan Foertsch Alan Foertsch's Wells Fargo Insurance Services Experience October 1994 - 2012
Job Personal Lines at The Dana Company
Industry Insurance
Experience
The Dana Company April 2013 - Present
Wells Fargo Insurance Services October 1994 - 2012
Skills
Sales
Education
University of Northern Iowa
Bachelor of Business Administration (BBA), Business
The Dana Company April 2013 - Present
Wells Fargo Insurance Services October 1994 - 2012
Skills
Sales
Education
University of Northern Iowa
Bachelor of Business Administration (BBA), Business
Marty Shelley, CPCU Marty Shelley, CPCU's Wells Fargo Insurance Services Experience 1997 - 2002
Job Principal at Shelley Eaddy & Associates
Industry Insurance
Experience
Shelley Eaddy & Associates 2004 - Present
Risk Capital Advisors 2002 - 2004
Wells Fargo Insurance Services 1997 - 2002
Marsh 1987 - 1997
Willis 1989 - 1990
Sedgwick 1983 - 1987
Travelers 1981 - 1983
Education
University of North Carolina at Chapel Hill 1977 — 1981
BS Business Administration, Kenan - Flagler Business School
Chartered Proerty Casualty Society
CPCU
Shelley Eaddy & Associates 2004 - Present
Risk Capital Advisors 2002 - 2004
Wells Fargo Insurance Services 1997 - 2002
Marsh 1987 - 1997
Willis 1989 - 1990
Sedgwick 1983 - 1987
Travelers 1981 - 1983
Education
University of North Carolina at Chapel Hill 1977 — 1981
BS Business Administration, Kenan - Flagler Business School
Chartered Proerty Casualty Society
CPCU
Gary Dennison Gary Dennison's Wells Fargo Insurance Services Experience 1996 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 1996 - Present
Rothschild, Bell & Walseth 1994 - 1996
Combined Financial Group 1991 - 1994
Manulife Financial 1989 - 1991
Skills
Executive Management, Product Development, Negotiations, Sales Management, Management Consulting, Human Resources, Strategic Planning, Business Development, Team Building
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs / Political Science
Guether Institute, Dusseldorf Germany
International Relations/ Political Science
Wells Fargo Insurance Services 1996 - Present
Rothschild, Bell & Walseth 1994 - 1996
Combined Financial Group 1991 - 1994
Manulife Financial 1989 - 1991
Skills
Executive Management, Product Development, Negotiations, Sales Management, Management Consulting, Human Resources, Strategic Planning, Business Development, Team Building
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), International Relations and Affairs / Political Science
Guether Institute, Dusseldorf Germany
International Relations/ Political Science
Phil Delich Phil Delich's Wells Fargo Insurance Services Experience November 2005 - October 2009
Job Associate Account Executive Public Sector Services
Industry Insurance
Experience
Travelers November 2014 - Present
Travelers May 2011 - November 2014
Staples Business Advantage May 2010 - May 2011
Wells Fargo Insurance Services November 2005 - October 2009
Skills
New Business Development, Workers Compensation, Liability, Insurance, Casualty Insurance, Cold Calling, General Insurance, Umbrella Insurance, Professional Liability, Salesforce.com, Casualty, Brokers, Underwriting, Property & Casualty..., Public Sector
Education
University of Northern Colorado 2002 — 2005
BS, History
Cochise College 2000 — 2002
AA, General Studies
Air Academy High School 1996 — 2000
Travelers November 2014 - Present
Travelers May 2011 - November 2014
Staples Business Advantage May 2010 - May 2011
Wells Fargo Insurance Services November 2005 - October 2009
Skills
New Business Development, Workers Compensation, Liability, Insurance, Casualty Insurance, Cold Calling, General Insurance, Umbrella Insurance, Professional Liability, Salesforce.com, Casualty, Brokers, Underwriting, Property & Casualty..., Public Sector
Education
University of Northern Colorado 2002 — 2005
BS, History
Cochise College 2000 — 2002
AA, General Studies
Air Academy High School 1996 — 2000
Brandon Lewis Brandon Lewis's Wells Fargo Insurance Services Experience December 2005 - Present
Job Sales Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services December 2005 - Present
Skills
Casualty, Professional Liability, Environmental Insurance, Property & Casualty..., Employment Practices..., Workers Compensation, Commercial Lines, Brokers, Marketing, Commercial Insurance, Directors & Officers..., Insurance, Fiduciary, Umbrella Insurance, Liability, General Insurance, Financial Risk, Casualty Insurance, New Business Development, Risk Management, D&O
Education
University of Nevada-Reno 1998 — 2003
Bachelor's, Political Science
Boston University 2000 — 2000
Political Science and Government
Wells Fargo Insurance Services December 2005 - Present
Skills
Casualty, Professional Liability, Environmental Insurance, Property & Casualty..., Employment Practices..., Workers Compensation, Commercial Lines, Brokers, Marketing, Commercial Insurance, Directors & Officers..., Insurance, Fiduciary, Umbrella Insurance, Liability, General Insurance, Financial Risk, Casualty Insurance, New Business Development, Risk Management, D&O
Education
University of Nevada-Reno 1998 — 2003
Bachelor's, Political Science
Boston University 2000 — 2000
Political Science and Government
VeNita K. Schnebele's Wells Fargo Insurance Services Experience August 1993 - December 2002
Job Principal at VKS Consulting Services
Industry Insurance
Experience
VKS Consulting Services May 2011 - Present
ReSource Pro February 2010 - May 2011
Arthur J. Gallagher & Co. October 2003 - December 2009
Wells Fargo Insurance Services August 1993 - December 2002
Aon Consulting April 1988 - August 1993
Skills
Underwriting, Risk Management, Casualty, Insurance, Employee Benefits, Workers Compensation, Professional Liability, Property & Casualty...
Education
University of Minnesota-Twin Cities
Business
VKS Consulting Services May 2011 - Present
ReSource Pro February 2010 - May 2011
Arthur J. Gallagher & Co. October 2003 - December 2009
Wells Fargo Insurance Services August 1993 - December 2002
Aon Consulting April 1988 - August 1993
Skills
Underwriting, Risk Management, Casualty, Insurance, Employee Benefits, Workers Compensation, Professional Liability, Property & Casualty...
Education
University of Minnesota-Twin Cities
Business
Brian Feleciano Brian Feleciano's Wells Fargo Insurance Services Experience September 1999 - January 2010
Job Senior Consultant for The Laughton Company and Faculty Member at Lorman Education Services
Industry Insurance
Experience
Lorman Education Services October 2013 - Present
The Laughton Company October 2012 - Present
Strategic Insurance Management February 2010 - October 2012
Comstock Insurance Agencies, Inc. February 2010 - October 2012
Wells Fargo Insurance Services September 1999 - January 2010
Skills
Employee Benefits, Health Care Reform, Employee Benefits Design, Compliance Management, Alternative Funding, Communication Strategies, Strategic Communications, Funding, Life Insurance, Insurance, Disability Insurance, Health Insurance, Brokers, Self-Funding, RFP Management, Benefits Administration, Underwriting, Term Life Insurance, RFP, Workers Compensation, Self-funded, Professional Liability, Claim, Commercial Insurance, Employment Practices..., Long-term Care, Health Savings Accounts, Legal Liability, Broadcast, Property & Casualty...
Education
University of Nevada-Reno
BA, Political Science
Lorman Education Services October 2013 - Present
The Laughton Company October 2012 - Present
Strategic Insurance Management February 2010 - October 2012
Comstock Insurance Agencies, Inc. February 2010 - October 2012
Wells Fargo Insurance Services September 1999 - January 2010
Skills
Employee Benefits, Health Care Reform, Employee Benefits Design, Compliance Management, Alternative Funding, Communication Strategies, Strategic Communications, Funding, Life Insurance, Insurance, Disability Insurance, Health Insurance, Brokers, Self-Funding, RFP Management, Benefits Administration, Underwriting, Term Life Insurance, RFP, Workers Compensation, Self-funded, Professional Liability, Claim, Commercial Insurance, Employment Practices..., Long-term Care, Health Savings Accounts, Legal Liability, Broadcast, Property & Casualty...
Education
University of Nevada-Reno
BA, Political Science
Irving Amigon Irving Amigon's Wells Fargo Insurance Services Experience June 2009 - August 2009
Job Professional Performer
Industry Performing Arts
Experience
Alvin Ailey American Dance Theater September 2012 - Present
Contempo Physical Dance August 2011 - October 2012
Cargill March 2012 - June 2012
Bureau of Collection Recovery - an Aditya Birla Minacs company May 2011 - March 2012
Eclectic Edge Ensemble April 2010 - February 2012
Wells Fargo Insurance Services June 2009 - August 2009
Garden & Associates Interpreters May 2008 - August 2009
Skills
Human Resources, Teaching, Public Speaking, Research, Call Centers, Accounts Receivable, Spanish, Event Planning, Microsoft Office, Social Media, Acting, PowerPoint, Dance, Customer Service, Microsoft Word
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts (BA), Dance
Alvin Ailey American Dance Theater September 2012 - Present
Contempo Physical Dance August 2011 - October 2012
Cargill March 2012 - June 2012
Bureau of Collection Recovery - an Aditya Birla Minacs company May 2011 - March 2012
Eclectic Edge Ensemble April 2010 - February 2012
Wells Fargo Insurance Services June 2009 - August 2009
Garden & Associates Interpreters May 2008 - August 2009
Skills
Human Resources, Teaching, Public Speaking, Research, Call Centers, Accounts Receivable, Spanish, Event Planning, Microsoft Office, Social Media, Acting, PowerPoint, Dance, Customer Service, Microsoft Word
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts (BA), Dance
Deborah Dossinger Deborah Dossinger's Wells Fargo Insurance Services Experience January 2015 - Present
Job Compliance Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2015 - Present
Wells Fargo Insurance Services July 2013 - December 2014
Wells Fargo Bank January 2010 - July 2013
Wells Fargo Insurance Services December 2005 - November 2009
Charlotte Regional Realtor Association October 2002 - January 2004
Grubb & Ellis January 2000 - June 2002
Skills
Commercial Real Estate, Market Research, Lease Administration, Health Insurance, Microsoft Word, Employee Benefits, ERISA, Benefits Compliance, Paralegal, Health and Welfare..., Legal Research, Insurance, Budgets
Education
University of North Carolina at Charlotte 2004 — 2004
Certificate Program, Paralegal, N/A
University of Wisconsin-Milwaukee 1998 — 1999
Masters, Library and Information Science, 4.0
University of Wisconsin-Stevens Point 1991 — 1993
Dietetics, Nutrition
Wells Fargo Insurance Services January 2015 - Present
Wells Fargo Insurance Services July 2013 - December 2014
Wells Fargo Bank January 2010 - July 2013
Wells Fargo Insurance Services December 2005 - November 2009
Charlotte Regional Realtor Association October 2002 - January 2004
Grubb & Ellis January 2000 - June 2002
Skills
Commercial Real Estate, Market Research, Lease Administration, Health Insurance, Microsoft Word, Employee Benefits, ERISA, Benefits Compliance, Paralegal, Health and Welfare..., Legal Research, Insurance, Budgets
Education
University of North Carolina at Charlotte 2004 — 2004
Certificate Program, Paralegal, N/A
University of Wisconsin-Milwaukee 1998 — 1999
Masters, Library and Information Science, 4.0
University of Wisconsin-Stevens Point 1991 — 1993
Dietetics, Nutrition
Dena Shaffer Dena Shaffer's Wells Fargo Insurance Services Experience 2007 - September 2009
Job Regional Sales Manager at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies September 2009 - Present
Wells Fargo Insurance Services 2007 - September 2009
Lockton Companies March 2006 - August 2007
John Burnham Insurance Services October 1990 - March 2006
Richard Martin & Company 1989 - 1990
James Mitchell & Company 1984 - 1989
Bank of the West 1982 - 1984
Skills
Insurance, Property & Casualty..., Commercial Lines, Commercial Insurance, Brokers, D&O, Legal Liability, Professional Liability, Marketing, Sales, Umbrella Insurance, Casualty, Underwriting, Reinsurance, Excess, Claim
Education
University of Nebraska-Lincoln 1978 — 1982
BS, Language Arts
Oakland Craig High School 1974 — 1978
Philadelphia Insurance Companies September 2009 - Present
Wells Fargo Insurance Services 2007 - September 2009
Lockton Companies March 2006 - August 2007
John Burnham Insurance Services October 1990 - March 2006
Richard Martin & Company 1989 - 1990
James Mitchell & Company 1984 - 1989
Bank of the West 1982 - 1984
Skills
Insurance, Property & Casualty..., Commercial Lines, Commercial Insurance, Brokers, D&O, Legal Liability, Professional Liability, Marketing, Sales, Umbrella Insurance, Casualty, Underwriting, Reinsurance, Excess, Claim
Education
University of Nebraska-Lincoln 1978 — 1982
BS, Language Arts
Oakland Craig High School 1974 — 1978
Chuck Gore Chuck Gore's Wells Fargo Insurance Services Experience September 2014 - May 2015
Job Experienced Oil, Gas & Power Generation Broker, Risk Manager & Underwriter
Industry Financial Services
Experience
Willis of Texas, Inc. August 2015 - Present
Wells Fargo Insurance Services September 2014 - May 2015
Reahard & Associates, Inc. May 2012 - August 2014
Willis of Texas, Inc. July 2005 - May 2012
Liberty International Underwriters 2003 - 2005
American International Group 2003 - 2003
Shell Oil Company 2002 - 2002
Equiva Services LLC, Equilon Enterprises LLC & Motiva Enterprises LLC 1998 - 2002
Skills
Professional Liability, Commercial Insurance, Property & Casualty..., Insurance, Underwriting, Risk Management, Brokers, Casualty, Financial Risk, Liability, Management, Mergers & Acquisitions, Negotiation, Reinsurance, Training, D&O, Excess, Analysis, Casualty Insurance, Claim, Claims Management, Legal Liability, Marketing, Strategic Planning
Education
University of North Texas 1985 — 1989
BBA, Finance and Risk Management & Insurance
Willis of Texas, Inc. August 2015 - Present
Wells Fargo Insurance Services September 2014 - May 2015
Reahard & Associates, Inc. May 2012 - August 2014
Willis of Texas, Inc. July 2005 - May 2012
Liberty International Underwriters 2003 - 2005
American International Group 2003 - 2003
Shell Oil Company 2002 - 2002
Equiva Services LLC, Equilon Enterprises LLC & Motiva Enterprises LLC 1998 - 2002
Skills
Professional Liability, Commercial Insurance, Property & Casualty..., Insurance, Underwriting, Risk Management, Brokers, Casualty, Financial Risk, Liability, Management, Mergers & Acquisitions, Negotiation, Reinsurance, Training, D&O, Excess, Analysis, Casualty Insurance, Claim, Claims Management, Legal Liability, Marketing, Strategic Planning
Education
University of North Texas 1985 — 1989
BBA, Finance and Risk Management & Insurance
Debbie Cato, CSFS Debbie Cato, CSFS's Wells Fargo Insurance Services Experience May 2013 - Present
Job Senior Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services May 2013 - Present
Willis February 2005 - May 2013
Aon Consulting 1994 - 2005
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Insurance, Benefits Administration, COBRA, Life Insurance, Benefits Negotiation, Umbrella Insurance, Internal Communications, Group Medical, Flexible Spending..., Management, Health Care Reform, Term Life Insurance, Self-funded, Open Enrollment, Insurance Brokerage, Marketing, Claim, Cafeteria Plans, Accident, Long-term Care, Critical Illness, Marketing Communications, Group Insurance
Education
Richmond Technical College
Business
University of North Carolina at Greensboro
Wells Fargo Insurance Services May 2013 - Present
Willis February 2005 - May 2013
Aon Consulting 1994 - 2005
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Insurance, Benefits Administration, COBRA, Life Insurance, Benefits Negotiation, Umbrella Insurance, Internal Communications, Group Medical, Flexible Spending..., Management, Health Care Reform, Term Life Insurance, Self-funded, Open Enrollment, Insurance Brokerage, Marketing, Claim, Cafeteria Plans, Accident, Long-term Care, Critical Illness, Marketing Communications, Group Insurance
Education
Richmond Technical College
Business
University of North Carolina at Greensboro
Jess Knoth Jess Knoth's Wells Fargo Insurance Services Experience December 2010 - May 2014
Job Vice President, Sales Executive Employee Benefits at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services December 2010 - May 2014
JFK Consulting Group September 2007 - December 2010
Van Gilder Insurance April 2003 - August 2007
Aon Corp March 1999 - March 2003
Skills
Employee Benefits, Benefits Administration, Insurance, Underwriting, Health Insurance, Leadership, Human Resources, Sales, Management, Executive Management, Disability Insurance, Financial Services, Health Savings Accounts, Brokers, Life Insurance, Commercial Insurance
Education
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Risk & Insurance
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services December 2010 - May 2014
JFK Consulting Group September 2007 - December 2010
Van Gilder Insurance April 2003 - August 2007
Aon Corp March 1999 - March 2003
Skills
Employee Benefits, Benefits Administration, Insurance, Underwriting, Health Insurance, Leadership, Human Resources, Sales, Management, Executive Management, Disability Insurance, Financial Services, Health Savings Accounts, Brokers, Life Insurance, Commercial Insurance
Education
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Risk & Insurance
Tammy Fisher Tammy Fisher's Wells Fargo Insurance Services Experience January 1999 - July 2000
Job Executive in Consumer Sales & Retention
Industry Insurance
Experience
Kaiser Permanente June 2014 - Present
Kaiser Permanente (Kaiser Foundation Health Plan, Inc.) September 2011 - March 2014
UnitedHealth Group February 2007 - September 2011
UnitedHealthcare February 2007 - September 2011
UnitedHealthcare October 2002 - February 2007
CIGNA Behavioral Health July 2000 - September 2002
Wells Fargo Insurance Services January 1999 - July 2000
Group Health Plan May 1996 - December 1998
Principal Financial Group August 1994 - May 1996
Skills
Strategic Planning, Forecasting, Marketing Management, Acquisition Integration, Negotiation, Employee Benefits, Team Leadership, Sales Management, Account Management, Product Development, Rate Negotiation, Contract Negotiation, Risk Management, Organizational..., Project Planning, Project Coordination, Project Execution, Project Management, Health Care Reform, Talent Management, Talent Acquisition, Mentoring, Fundraising, Business Strategy, Retail Sales, Consumer Healthcare, Analytical Skills, Operational Efficiency, Staff Development, Management, Team Building, Cross-functional Team..., Process Improvement, Strategic Partnerships, Health Insurance, Training, Customer Retention, Managed Care, Leadership, Insurance, Healthcare, Strategy, Health Savings Accounts, Team Management, Health Policy, Sales, PPO, Program Management, Business Development, Medicare
Education
University of Missouri - St. Louis
Bachelors, Psychology
University of Missouri-Columbia
Bachelor of Arts, Psychology
Kaiser Permanente June 2014 - Present
Kaiser Permanente (Kaiser Foundation Health Plan, Inc.) September 2011 - March 2014
UnitedHealth Group February 2007 - September 2011
UnitedHealthcare February 2007 - September 2011
UnitedHealthcare October 2002 - February 2007
CIGNA Behavioral Health July 2000 - September 2002
Wells Fargo Insurance Services January 1999 - July 2000
Group Health Plan May 1996 - December 1998
Principal Financial Group August 1994 - May 1996
Skills
Strategic Planning, Forecasting, Marketing Management, Acquisition Integration, Negotiation, Employee Benefits, Team Leadership, Sales Management, Account Management, Product Development, Rate Negotiation, Contract Negotiation, Risk Management, Organizational..., Project Planning, Project Coordination, Project Execution, Project Management, Health Care Reform, Talent Management, Talent Acquisition, Mentoring, Fundraising, Business Strategy, Retail Sales, Consumer Healthcare, Analytical Skills, Operational Efficiency, Staff Development, Management, Team Building, Cross-functional Team..., Process Improvement, Strategic Partnerships, Health Insurance, Training, Customer Retention, Managed Care, Leadership, Insurance, Healthcare, Strategy, Health Savings Accounts, Team Management, Health Policy, Sales, PPO, Program Management, Business Development, Medicare
Education
University of Missouri - St. Louis
Bachelors, Psychology
University of Missouri-Columbia
Bachelor of Arts, Psychology
Thomas Durfee's Wells Fargo Insurance Services Experience March 2013 - August 2014
Job Data Analysis Intern at the MN Department of Revenue
Industry Nonprofit Organization Management
Experience
Minnesota Department of Revenue May 2015 - Present
Wells Fargo Insurance Services March 2013 - August 2014
Northern Star Council, BSA January 2009 - February 2013
The Southpaw Group November 2011 - November 2012
Many Point Scout Camp June 2011 - August 2011
Many Point Scout Camp June 2010 - August 2010
Skills
Training, Program Management, SQL, R, Data Analysis, Policy Analysis, Public Speaking, Nonprofits, Program Development, Non-profits, Teaching, Financial Reporting, Policy Research, Personnel Management, Fundraising, Smartview, Leadership, Time Management, Management, Microsoft Office
Education
University of Minnesota-Twin Cities 2013 — 2016
Master of Public Policy (MPP), Advanced Methods of Analysis
University of St. Thomas 2007 — 2011
B.S., B.A., Mathematical Economics, Philosophy
Minnesota Department of Revenue May 2015 - Present
Wells Fargo Insurance Services March 2013 - August 2014
Northern Star Council, BSA January 2009 - February 2013
The Southpaw Group November 2011 - November 2012
Many Point Scout Camp June 2011 - August 2011
Many Point Scout Camp June 2010 - August 2010
Skills
Training, Program Management, SQL, R, Data Analysis, Policy Analysis, Public Speaking, Nonprofits, Program Development, Non-profits, Teaching, Financial Reporting, Policy Research, Personnel Management, Fundraising, Smartview, Leadership, Time Management, Management, Microsoft Office
Education
University of Minnesota-Twin Cities 2013 — 2016
Master of Public Policy (MPP), Advanced Methods of Analysis
University of St. Thomas 2007 — 2011
B.S., B.A., Mathematical Economics, Philosophy
Adam Kiefer Adam Kiefer's Wells Fargo Insurance Services Experience September 2010 - August 2012
Job VP, Business Development at Nevada State Bank
Industry Insurance
Experience
Nevada State Bank April 2015 - Present
EMPLOYERS September 2013 - March 2015
EMPLOYERS August 2012 - September 2013
Wells Fargo Insurance Services September 2010 - August 2012
Wells Fargo Insurance Services January 2009 - September 2010
ABD Insurance and Financial Services September 2006 - December 2008
Education
University of Nevada-Reno 2008 — 2011
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2001 — 2005
Bachelor’s Degree, Political Science
Nevada State Bank April 2015 - Present
EMPLOYERS September 2013 - March 2015
EMPLOYERS August 2012 - September 2013
Wells Fargo Insurance Services September 2010 - August 2012
Wells Fargo Insurance Services January 2009 - September 2010
ABD Insurance and Financial Services September 2006 - December 2008
Education
University of Nevada-Reno 2008 — 2011
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2001 — 2005
Bachelor’s Degree, Political Science
Gina Samland Gina Samland's Wells Fargo Insurance Services Experience August 2012 - May 2014
Job Assistant Vice President, Account Executive Health & Benefits at Aon
Industry Insurance
Experience
Aon May 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services August 2012 - May 2014
Wells Fargo Insurance Services May 2007 - August 2012
Aon Consulting July 2001 - May 2007
Marsh May 1998 - July 2001
Brendis & Brendis 1993 - 1998
Skills
Employee Benefits, Insurance, Health Insurance, Wellness, Corporate Benefits, Consulting, Analytical Abilities, Sales Management, Professional Services, Risk Management, Consultative Selling, Salesforce.com, Benefits, Health Care Reform, Benefits Design, Public Speaking, Project Management, Account Management, Strategic Planning, Partnership-building, Finance, Management, Disability Insurance, CRM, Life Insurance
Education
University of Nebraska at Omaha 1983 — 1986
BSBA, Accounting
Burke High School
Aon May 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services August 2012 - May 2014
Wells Fargo Insurance Services May 2007 - August 2012
Aon Consulting July 2001 - May 2007
Marsh May 1998 - July 2001
Brendis & Brendis 1993 - 1998
Skills
Employee Benefits, Insurance, Health Insurance, Wellness, Corporate Benefits, Consulting, Analytical Abilities, Sales Management, Professional Services, Risk Management, Consultative Selling, Salesforce.com, Benefits, Health Care Reform, Benefits Design, Public Speaking, Project Management, Account Management, Strategic Planning, Partnership-building, Finance, Management, Disability Insurance, CRM, Life Insurance
Education
University of Nebraska at Omaha 1983 — 1986
BSBA, Accounting
Burke High School
Janna Patrick Janna Patrick's Wells Fargo Insurance Services Experience November 2013 - October 2014
Job Benefits Coordinator at Insight Global
Industry Human Resources
Experience
Insight Global May 2015 - Present
Barrow County School System November 2014 - May 2015
Wells Fargo Insurance Services November 2013 - October 2014
Access Insurance Company May 2011 - October 2013
Skills
Human Resources, Employee Benefits, Employee Relations, Customer Service, Recruiting, Onboarding, Microsoft Office, HRIS Database Management, Payroll, Outlook, Event Planning, Marketing, Employee Wellness..., Insurance, Social Media
Education
University of North Georgia - Mike Cottrell College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Insight Global May 2015 - Present
Barrow County School System November 2014 - May 2015
Wells Fargo Insurance Services November 2013 - October 2014
Access Insurance Company May 2011 - October 2013
Skills
Human Resources, Employee Benefits, Employee Relations, Customer Service, Recruiting, Onboarding, Microsoft Office, HRIS Database Management, Payroll, Outlook, Event Planning, Marketing, Employee Wellness..., Insurance, Social Media
Education
University of North Georgia - Mike Cottrell College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Gina Dacus's Wells Fargo Insurance Services Experience January 2008 - February 2011
Job Acting Executive Director, Bernal Heights Neighborhood Center
Industry Management Consulting
Experience
Bernal Heights Neighborhood Center August 2015 - Present
Bernal Heights Neighborhood Center January 2014 - Present
Bernal Heights Neighborhood Center February 2013 - Present
FUN Principle Consulting, Inc., February 2011 - Present
Wells Fargo Insurance Services January 2008 - February 2011
Alburger Basso Degrosz Insurance May 2005 - December 2007
Alburger Basso Degrosz Insurance May 2001 - April 2005
Alburger Basso Degrosz Insurance January 2000 - September 2001
MedAmerica, Inc. May 1996 - July 2000
Richard Heath & Associates October 1995 - May 1996
Skills
MS Office Suite, Project Management, Creative Direction, Small Business..., Employee Benefits, Conferences, Public Speaking, Strategic Planning, Team Building, Coaching, Public Relations, Non-profits, Mentoring, Event Planning, Leadership Development, Writing, Marketing Communications, Human Resources, Nonprofits, Business Development, Microsoft Office, Start-ups, Management, Program Development, Volunteer Management, Employee Training, Team Leadership, Community Outreach, Employee Relations, Program Management, Performance Management, Leadership, Training, Customer Service, Strategy, Fundraising, Benefits Administration, Consulting, Analysis
Education
University of Phoenix 2009 — 2013
B.S, Communication
Womens Initiative 2011 — 2011
Certificate, Small Business - Simple Steps
Vanderbilt University
Leading Strategic Innovation in Organizations - Certificate Pending
Richmond High
Bernal Heights Neighborhood Center August 2015 - Present
Bernal Heights Neighborhood Center January 2014 - Present
Bernal Heights Neighborhood Center February 2013 - Present
FUN Principle Consulting, Inc., February 2011 - Present
Wells Fargo Insurance Services January 2008 - February 2011
Alburger Basso Degrosz Insurance May 2005 - December 2007
Alburger Basso Degrosz Insurance May 2001 - April 2005
Alburger Basso Degrosz Insurance January 2000 - September 2001
MedAmerica, Inc. May 1996 - July 2000
Richard Heath & Associates October 1995 - May 1996
Skills
MS Office Suite, Project Management, Creative Direction, Small Business..., Employee Benefits, Conferences, Public Speaking, Strategic Planning, Team Building, Coaching, Public Relations, Non-profits, Mentoring, Event Planning, Leadership Development, Writing, Marketing Communications, Human Resources, Nonprofits, Business Development, Microsoft Office, Start-ups, Management, Program Development, Volunteer Management, Employee Training, Team Leadership, Community Outreach, Employee Relations, Program Management, Performance Management, Leadership, Training, Customer Service, Strategy, Fundraising, Benefits Administration, Consulting, Analysis
Education
University of Phoenix 2009 — 2013
B.S, Communication
Womens Initiative 2011 — 2011
Certificate, Small Business - Simple Steps
Vanderbilt University
Leading Strategic Innovation in Organizations - Certificate Pending
Richmond High
Christopher Harney's Wells Fargo Insurance Services Experience 2005 - 2009
Job Senior Vice President at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services September 2015 - Present
Willis January 2011 - September 2015
Marsh January 2008 - January 2011
Wells Fargo Insurance Services 2005 - 2009
Skills
Real Estate, Workers Compensation, Real Estate Investment..., Insurance, Risk Management, Legal Liability, Professional Liability, General Insurance, Architectural Design, Construction Management, HR Consulting, Business Development, Risk Assessment, Enterprise Risk...
Education
University of Nevada-Reno 1987 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.5
Alliant Insurance Services September 2015 - Present
Willis January 2011 - September 2015
Marsh January 2008 - January 2011
Wells Fargo Insurance Services 2005 - 2009
Skills
Real Estate, Workers Compensation, Real Estate Investment..., Insurance, Risk Management, Legal Liability, Professional Liability, General Insurance, Architectural Design, Construction Management, HR Consulting, Business Development, Risk Assessment, Enterprise Risk...
Education
University of Nevada-Reno 1987 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.5
Sherry Lahti Sherry Lahti's Wells Fargo Insurance Services Experience September 2010 - August 2015
Job Vice President Team Lead at Lockton Companies
Industry Insurance
Experience
Lockton Companies August 2015 - Present
Wells Fargo Insurance Services September 2010 - August 2015
Gallagher Benefit Services June 2006 - September 2010
Hays Companies February 2003 - June 2006
Doherty Employment Group May 1998 - August 2002
EduServ Technologies, Inc. September 1996 - May 1998
Grand Casino Mille Lacs June 1994 - September 1996
Skills
Employee Benefits, Account Management, Disability Insurance, Health Insurance, Health Savings Accounts, Insurance, Customer Service, COBRA, Benefits Administration, Personnel Management, Recruiting, Training, Leadership, Human Resources, Team Building, Brokers, Underwriting, Sales, Life Insurance, Process Improvement, Building Relationships, Management, Customer Retention, Cold Calling, Retirement, Onboarding, ERISA, Performance Management, Term Life Insurance, Workers Compensation, Long-term Care, Employee Relations, 401k, Deferred Compensation, Talent Acquisition, Defined Benefit
Education
University of Minnesota Duluth 1992 — 1995
Bachelor of Busines Administration, Human Resource Management
Lockton Companies August 2015 - Present
Wells Fargo Insurance Services September 2010 - August 2015
Gallagher Benefit Services June 2006 - September 2010
Hays Companies February 2003 - June 2006
Doherty Employment Group May 1998 - August 2002
EduServ Technologies, Inc. September 1996 - May 1998
Grand Casino Mille Lacs June 1994 - September 1996
Skills
Employee Benefits, Account Management, Disability Insurance, Health Insurance, Health Savings Accounts, Insurance, Customer Service, COBRA, Benefits Administration, Personnel Management, Recruiting, Training, Leadership, Human Resources, Team Building, Brokers, Underwriting, Sales, Life Insurance, Process Improvement, Building Relationships, Management, Customer Retention, Cold Calling, Retirement, Onboarding, ERISA, Performance Management, Term Life Insurance, Workers Compensation, Long-term Care, Employee Relations, 401k, Deferred Compensation, Talent Acquisition, Defined Benefit
Education
University of Minnesota Duluth 1992 — 1995
Bachelor of Busines Administration, Human Resource Management
Dana Vigoren Dana Vigoren's Wells Fargo Insurance Services Experience January 2010 - April 2010
Job Level 1 Tech Support at Tech80
Industry Information Technology and Services
Experience
Tech80 June 2013 - Present
By Design Solutions November 2011 - April 2013
Target Corporation October 2011 - November 2011
National Salon Resources July 2010 - December 2010
Wells Fargo Insurance Services January 2010 - April 2010
NorthMarq Capital February 2007 - October 2009
The Royal Treatment,LLC August 2006 - August 2007
Kowalski's Markets June 2004 - January 2007
Kowalski's Markets March 2004 - June 2004
Kowalskis's Markets September 2003 - March 2004
Skills
Data Entry, Telephone Skills, Bank Reconciliation, Filing, Fax, Account Reconciliation, Accounts Payable, Invoicing
Education
University of Phoenix 2011 — 2014
Psychology
Minnehaha Academy 1995 — 1999
High School Diploma
Tech80 June 2013 - Present
By Design Solutions November 2011 - April 2013
Target Corporation October 2011 - November 2011
National Salon Resources July 2010 - December 2010
Wells Fargo Insurance Services January 2010 - April 2010
NorthMarq Capital February 2007 - October 2009
The Royal Treatment,LLC August 2006 - August 2007
Kowalski's Markets June 2004 - January 2007
Kowalski's Markets March 2004 - June 2004
Kowalskis's Markets September 2003 - March 2004
Skills
Data Entry, Telephone Skills, Bank Reconciliation, Filing, Fax, Account Reconciliation, Accounts Payable, Invoicing
Education
University of Phoenix 2011 — 2014
Psychology
Minnehaha Academy 1995 — 1999
High School Diploma
Phillip Epting Phillip Epting's Wells Fargo Insurance Services Experience February 2012 - December 2013
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
Wells Fargo Insurance Services February 2012 - December 2013
Blockade Runner Beach Resort April 2009 - November 2010
NATURA BRANDS LLC February 2008 - March 2009
BROCK ans SCOTT PLLC April 2008 - August 2008
YMCA February 2005 - August 2007
Skills
Series 7, Series 66
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration; Finance and Economics
TD Ameritrade December 2013 - Present
Wells Fargo Insurance Services February 2012 - December 2013
Blockade Runner Beach Resort April 2009 - November 2010
NATURA BRANDS LLC February 2008 - March 2009
BROCK ans SCOTT PLLC April 2008 - August 2008
YMCA February 2005 - August 2007
Skills
Series 7, Series 66
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Business Administration; Finance and Economics
Kira Mestnik Kira Mestnik's Wells Fargo Insurance Services Experience July 2013 - Present
Job Insurance Customer Service & Remarketing Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2013 - Present
The MENTOR Network, REM Hennepin August 2012 - March 2014
Office Team November 2012 - June 2013
Residential Services, Inc. August 2011 - May 2012
Cashwise Liquor October 2009 - July 2011
Tweed Museum of Art January 2011 - May 2011
MSHSL January 2007 - January 2011
University of Minnesota Duluth, Psychology Department September 2009 - December 2010
Skills
Research, Critical Thinking, Public Speaking, Customer Service, Time Management, Crisis Intervention, Event Planning, Social Media, Case Managment, Volunteer Management, Teamwork, Data Entry, Teaching, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Event Management, Collaborative Problem..., Property & Casualty..., Peer Relationships, Customer Retention
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor of Applied Science, Psychology
Lorenzo de 'Medici 2008 — 2008
Italian Language and Literature
Wells Fargo Insurance Services July 2013 - Present
The MENTOR Network, REM Hennepin August 2012 - March 2014
Office Team November 2012 - June 2013
Residential Services, Inc. August 2011 - May 2012
Cashwise Liquor October 2009 - July 2011
Tweed Museum of Art January 2011 - May 2011
MSHSL January 2007 - January 2011
University of Minnesota Duluth, Psychology Department September 2009 - December 2010
Skills
Research, Critical Thinking, Public Speaking, Customer Service, Time Management, Crisis Intervention, Event Planning, Social Media, Case Managment, Volunteer Management, Teamwork, Data Entry, Teaching, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Event Management, Collaborative Problem..., Property & Casualty..., Peer Relationships, Customer Retention
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor of Applied Science, Psychology
Lorenzo de 'Medici 2008 — 2008
Italian Language and Literature
Alicia Kent's Wells Fargo Insurance Services Experience August 2015 - Present
Job Agent
Industry Insurance
Experience
Wells Fargo Insurance Services August 2015 - Present
Assurant Health February 2014 - August 2015
Cricket Wireless July 2011 - February 2014
Target September 2006 - July 2011
Skills
Sales, Customer Retention, Direct Sales, Account Management, Insurance, Customer Service, Health Insurance, Sales Management, Call Centers, Training, Customer Satisfaction
Education
University of Mississippi 1998 — 2002
Bachelor of Consumer Science, Consumer Merchandising/Retailing Management
Wells Fargo Insurance Services August 2015 - Present
Assurant Health February 2014 - August 2015
Cricket Wireless July 2011 - February 2014
Target September 2006 - July 2011
Skills
Sales, Customer Retention, Direct Sales, Account Management, Insurance, Customer Service, Health Insurance, Sales Management, Call Centers, Training, Customer Satisfaction
Education
University of Mississippi 1998 — 2002
Bachelor of Consumer Science, Consumer Merchandising/Retailing Management
Casey Marsh Casey Marsh's Wells Fargo Insurance Services Experience 2009 - October 2011
Job Looking for accounting position
Industry Environmental Services
Experience
ADESA July 2012 - January 2015
Wells Fargo Insurance Services 2009 - October 2011
Skills
Customer Service, Budgets, Microsoft Excel, Outlook, Process Improvement, Microsoft Word, Sales, Inventory Management, Operations Management, Marketing, Teamwork
Education
Phoenix University 2009 — 2013
BS, Environmental Science, 3.28 GPA
University of Phoenix 2009 — 2013
Bachelor of Applied Science (BASc), Environmental Science
ADESA July 2012 - January 2015
Wells Fargo Insurance Services 2009 - October 2011
Skills
Customer Service, Budgets, Microsoft Excel, Outlook, Process Improvement, Microsoft Word, Sales, Inventory Management, Operations Management, Marketing, Teamwork
Education
Phoenix University 2009 — 2013
BS, Environmental Science, 3.28 GPA
University of Phoenix 2009 — 2013
Bachelor of Applied Science (BASc), Environmental Science
Andrew Wenger Andrew Wenger's Wells Fargo Insurance Services Experience October 2010 - Present
Job Insurance Sales at Wells Fargo Insurance Services
Industry Medical Devices
Experience
Wells Fargo Insurance Services October 2010 - Present
Select POS & Peripherals May 2008 - August 2010
Thomson Reuters December 2005 - December 2007
Skills
Cross-functional Team..., Sales, Account Management, Customer Service
Education
University of Minnesota Duluth 2000 — 2004
BA, Communication
Wells Fargo Insurance Services October 2010 - Present
Select POS & Peripherals May 2008 - August 2010
Thomson Reuters December 2005 - December 2007
Skills
Cross-functional Team..., Sales, Account Management, Customer Service
Education
University of Minnesota Duluth 2000 — 2004
BA, Communication
Lisa Hamlett's Wells Fargo Insurance Services Experience January 2002 - Present
Job SVP Employee Benefits at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2002 - Present
MicroMass Communications 2001 - 2002
Partners National Health Plan July 1987 - July 2001
Skills
Employee Benefits, Underwriting, Health Insurance, Benefits Administration, Sales, Strategic Planning, Insurance, Managed Care
Education
University of North Carolina at Greensboro 1991 — 1993
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1979 — 1981
BS - Business
Wells Fargo Insurance Services January 2002 - Present
MicroMass Communications 2001 - 2002
Partners National Health Plan July 1987 - July 2001
Skills
Employee Benefits, Underwriting, Health Insurance, Benefits Administration, Sales, Strategic Planning, Insurance, Managed Care
Education
University of North Carolina at Greensboro 1991 — 1993
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1979 — 1981
BS - Business
Candice Caraveo Candice Caraveo's Wells Fargo Insurance Services Experience January 2007 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2007 - Present
Skills
Account Management, Underwriting, Sales, Cold Calling, Salesforce.com, Insurance, Employee Benefits, Brokers, Health Savings Accounts, Customer Service
Education
University of Phoenix 1999 — 2002
Bachelor's degree, Marketing, 3.8
Wells Fargo Insurance Services January 2007 - Present
Skills
Account Management, Underwriting, Sales, Cold Calling, Salesforce.com, Insurance, Employee Benefits, Brokers, Health Savings Accounts, Customer Service
Education
University of Phoenix 1999 — 2002
Bachelor's degree, Marketing, 3.8
Jennifer Campos Jennifer Campos's Wells Fargo Insurance Services Experience October 2014 - Present
Job Employee Benefits Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services October 2014 - Present
Wells Fargo Insurance Services November 2009 - October 2014
Wells Fargo Insurance Services March 2009 - November 2009
Skills
Benefits Administration, Insurance, Health Insurance, Employee Benefits, Workers Compensation, Health Savings Accounts, Underwriting, Customer Service, Term Life Insurance, Disability Insurance, Sales, Account Management
Education
University of Phoenix 2005 — 2009
Wells Fargo Insurance Services October 2014 - Present
Wells Fargo Insurance Services November 2009 - October 2014
Wells Fargo Insurance Services March 2009 - November 2009
Skills
Benefits Administration, Insurance, Health Insurance, Employee Benefits, Workers Compensation, Health Savings Accounts, Underwriting, Customer Service, Term Life Insurance, Disability Insurance, Sales, Account Management
Education
University of Phoenix 2005 — 2009
Rikki Bertagnolli Rikki Bertagnolli's Wells Fargo Insurance Services Experience October 2014 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services October 2014 - Present
SuretyBonds.com January 2014 - August 2014
Aflac July 2013 - January 2014
Faber and Brand LLC December 2012 - May 2013
Grass Roots Organizing August 2012 - November 2012
Office January 2010 - January 2012
Gasconade County Republican May 2007 - August 2007
Warden Publising May 2007 - August 2007
Skills
Small Business, Advertising, Microsoft Excel, Nonprofits, Microsoft Office, Financial Analysis, Data Analysis, Financial Counselor, Outlook, Cold Calling, Insurance, Adobe Design Programs, Economic Development, Economic Policy, Bilingual, Non-profits, Tax Preparation, Non-profit Volunteer, Copyright Registration, JavaScript, Conflict Analysis, Media Relations, Credit Reports, Student Loans, Product Marketing, Surety Bonds, Performance Bonds, Fidelity Bonds, Bond Markets, Commercial Bonds, Government Bonds, Underwriting, AMS360, General Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, Life Insurance, Customer Service, Umbrella Insurance, Commercial Insurance, Casualty Insurance
Education
University of Missouri-Columbia 2007 — 2012
Bachelor's Degree in Human Environmental Sciences, Financial Counseling
Wells Fargo Insurance Services October 2014 - Present
SuretyBonds.com January 2014 - August 2014
Aflac July 2013 - January 2014
Faber and Brand LLC December 2012 - May 2013
Grass Roots Organizing August 2012 - November 2012
Office January 2010 - January 2012
Gasconade County Republican May 2007 - August 2007
Warden Publising May 2007 - August 2007
Skills
Small Business, Advertising, Microsoft Excel, Nonprofits, Microsoft Office, Financial Analysis, Data Analysis, Financial Counselor, Outlook, Cold Calling, Insurance, Adobe Design Programs, Economic Development, Economic Policy, Bilingual, Non-profits, Tax Preparation, Non-profit Volunteer, Copyright Registration, JavaScript, Conflict Analysis, Media Relations, Credit Reports, Student Loans, Product Marketing, Surety Bonds, Performance Bonds, Fidelity Bonds, Bond Markets, Commercial Bonds, Government Bonds, Underwriting, AMS360, General Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, Life Insurance, Customer Service, Umbrella Insurance, Commercial Insurance, Casualty Insurance
Education
University of Missouri-Columbia 2007 — 2012
Bachelor's Degree in Human Environmental Sciences, Financial Counseling
Daniel Bade Daniel Bade's Wells Fargo Insurance Services Experience April 2011 - Present
Job Consumer Sales Lead at Delta Dental of Minnesota
Industry Insurance
Experience
Delta Dental of Minnesota August 2015 - Present
Wells Fargo Insurance Services April 2011 - Present
Assurant Health June 2008 - November 2010
Tatonka Credit Corporation 1999 - 2002
Conseco 1995 - 1999
Green Tree Financial 1995 - 1999
Skills
Health Insurance, Sales, Underwriting, Property & Casualty..., Insurance, Sales Presentations, Life Insurance, Whole Life, Fixed Annuities, Portfolio Management, Term Life Insurance, Vendor Management, Direct Sales, Microsoft Excel, Strategic Financial..., Loans, Sales Management, New Business Development, Risk Management, Negotiation, Customer Service, Brokers, Long-term Care, Mortgage Lending, Marketing, Call Centers, Life & Health Insurance..., Financial Services, Estate Planning, Process Improvement, Retirement Planning, Financial Analysis, Leadership, Credit
Education
University of Minnesota-Twin Cities 1990 — 1995
Roseville High School
Delta Dental of Minnesota August 2015 - Present
Wells Fargo Insurance Services April 2011 - Present
Assurant Health June 2008 - November 2010
Tatonka Credit Corporation 1999 - 2002
Conseco 1995 - 1999
Green Tree Financial 1995 - 1999
Skills
Health Insurance, Sales, Underwriting, Property & Casualty..., Insurance, Sales Presentations, Life Insurance, Whole Life, Fixed Annuities, Portfolio Management, Term Life Insurance, Vendor Management, Direct Sales, Microsoft Excel, Strategic Financial..., Loans, Sales Management, New Business Development, Risk Management, Negotiation, Customer Service, Brokers, Long-term Care, Mortgage Lending, Marketing, Call Centers, Life & Health Insurance..., Financial Services, Estate Planning, Process Improvement, Retirement Planning, Financial Analysis, Leadership, Credit
Education
University of Minnesota-Twin Cities 1990 — 1995
Roseville High School
Julia Carlson Julia Carlson's Wells Fargo Insurance Services Experience March 2015 - Present
Job Insurance Business Manager, VP at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services March 2015 - Present
Wells Fargo Insurance Inc. May 2011 - March 2015
Wells Fargo Home Mortgage September 2009 - May 2011
Wells Fargo Home Mortgage August 2008 - September 2009
Wells Fargo Home Mortgage April 2000 - August 2008
Wells Fargo Home Mortgage July 2001 - September 2002
Skills
Leadership, Process Improvement, Banking, Loans, Credit, Risk Management, Business Analysis, Financial Analysis, Insurance, Customer Service, Team Leadership, Coaching, Management, Life Insurance License, Property and Casualty..., Accident and Health..., Time Management, Call Centers, Quality Assurance, Change Management, Vendor Management
Education
University of Minnesota-Duluth 1994 — 1999
Bachelor of Business Administration (BBA), Organizational Management / Finance
Cotton High School
Wells Fargo Insurance Services March 2015 - Present
Wells Fargo Insurance Inc. May 2011 - March 2015
Wells Fargo Home Mortgage September 2009 - May 2011
Wells Fargo Home Mortgage August 2008 - September 2009
Wells Fargo Home Mortgage April 2000 - August 2008
Wells Fargo Home Mortgage July 2001 - September 2002
Skills
Leadership, Process Improvement, Banking, Loans, Credit, Risk Management, Business Analysis, Financial Analysis, Insurance, Customer Service, Team Leadership, Coaching, Management, Life Insurance License, Property and Casualty..., Accident and Health..., Time Management, Call Centers, Quality Assurance, Change Management, Vendor Management
Education
University of Minnesota-Duluth 1994 — 1999
Bachelor of Business Administration (BBA), Organizational Management / Finance
Cotton High School
Vicki Lyon Vicki Lyon's Wells Fargo Insurance Services Experience 2007 - 2008
Job Account Manager at Submittal Exchange
Industry Construction
Experience
Submittal Exchange March 2014 - Present
AF Johnson Millwork January 2008 - March 2014
Wells Fargo Insurance Services 2007 - 2008
Marsh & McLennan Companies, Inc. 1990 - 2007
Skills
Sales, Employee Benefits, Marketing Strategy, Workers Compensation, New Business Development, Business Development, Insurance, Strategic Planning, Executive Management, Operations Management, Leadership, Management, commercial insurance, sales management, large groups, Healthcare Management, Enrollment Management, Sales Training, marketing communications, operations strategic..., Customer Service..., Sales Presentations, Account Management, Benefits Administration, Leadership Development, Strategy, Marketing, Team Building, CRM, Salesforce.com, Process Improvement, Direct Sales, Brokers, Sales Process, Project Management, Construction Management, Construction Technology, Customer Service, Contract Negotiation, Underwriting, Construction, Microsoft Office, Training
Education
Oelwein High School
University of Northern Iowa
Submittal Exchange March 2014 - Present
AF Johnson Millwork January 2008 - March 2014
Wells Fargo Insurance Services 2007 - 2008
Marsh & McLennan Companies, Inc. 1990 - 2007
Skills
Sales, Employee Benefits, Marketing Strategy, Workers Compensation, New Business Development, Business Development, Insurance, Strategic Planning, Executive Management, Operations Management, Leadership, Management, commercial insurance, sales management, large groups, Healthcare Management, Enrollment Management, Sales Training, marketing communications, operations strategic..., Customer Service..., Sales Presentations, Account Management, Benefits Administration, Leadership Development, Strategy, Marketing, Team Building, CRM, Salesforce.com, Process Improvement, Direct Sales, Brokers, Sales Process, Project Management, Construction Management, Construction Technology, Customer Service, Contract Negotiation, Underwriting, Construction, Microsoft Office, Training
Education
Oelwein High School
University of Northern Iowa
Roxanne Frempong Roxanne Frempong's Wells Fargo Insurance Services Experience December 2013 - May 2014
Job Paralegal
Industry Legal Services
Experience
HireRight August 2014 - Present
Wells Fargo Insurance Services December 2013 - May 2014
Tower Legal Solutions February 2013 - October 2013
Division of Community Corrections April 2000 - February 2011
Skills
Chapter 13 Bankruptcy, Outstanding..., Leadership, Analytics, Investigative Research, Paralegal with a..., Legal Jargon, Court..., Deductive Reasoning, Westlaw, Legal Research, Lexis, Bankruptcy, Torts, Civil Litigation, Document Review, LexisNexis, Courts, Customer Service, Legal Assistance, Legal Writing, Litigation, Microsoft Office, Microsoft Word, Outlook, Communication, Management, People Skills, Team Leadership
Education
Central Piedmont Community College 2011 — 2012
Post Baccauralate Paralegal Diploma, Paralegal Technology, 3.75 GPA
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
HireRight August 2014 - Present
Wells Fargo Insurance Services December 2013 - May 2014
Tower Legal Solutions February 2013 - October 2013
Division of Community Corrections April 2000 - February 2011
Skills
Chapter 13 Bankruptcy, Outstanding..., Leadership, Analytics, Investigative Research, Paralegal with a..., Legal Jargon, Court..., Deductive Reasoning, Westlaw, Legal Research, Lexis, Bankruptcy, Torts, Civil Litigation, Document Review, LexisNexis, Courts, Customer Service, Legal Assistance, Legal Writing, Litigation, Microsoft Office, Microsoft Word, Outlook, Communication, Management, People Skills, Team Leadership
Education
Central Piedmont Community College 2011 — 2012
Post Baccauralate Paralegal Diploma, Paralegal Technology, 3.75 GPA
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Jason Gillespie, CRPC® Jason Gillespie, CRPC®'s Wells Fargo Insurance Services Experience January 2010 - December 2011
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Fidelity Investments June 2013 - October 2014
Wells Fargo February 2013 - June 2013
Wells Fargo Advisors December 2011 - February 2013
Wells Fargo Insurance Services January 2010 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Skills
Retirement Planning, Fixed Annuities, Series 7, Mortgage Lending, Insurance, Series 63, Life Insurance, Wealth Management, Strategic Financial..., Investments, Long Term Care Insurance, Loans, Finance, Mutual Funds, CRPC
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BS, Business Admin
Page High School 1992 — 1996
Merrill Edge October 2014 - Present
Fidelity Investments June 2013 - October 2014
Wells Fargo February 2013 - June 2013
Wells Fargo Advisors December 2011 - February 2013
Wells Fargo Insurance Services January 2010 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Skills
Retirement Planning, Fixed Annuities, Series 7, Mortgage Lending, Insurance, Series 63, Life Insurance, Wealth Management, Strategic Financial..., Investments, Long Term Care Insurance, Loans, Finance, Mutual Funds, CRPC
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BS, Business Admin
Page High School 1992 — 1996
Jenna Kirkpatrick Howard's Wells Fargo Insurance Services Experience January 2002 - June 2011
Job Risk Management Consultant at Lockton Companies
Industry Insurance
Experience
Lockton Companies 2011 - Present
826DC March 2012 - Present
Commercial Real Estate Women (CREW) DC January 2012 - Present
Wells Fargo Insurance Services January 2002 - June 2011
Skills
Employee Benefits, Property & Casualty..., Retirement Planning
Education
University of North Carolina at Charlotte 1997 — 2001
Finance, Risk Management and Mathematics
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Finance, Risk Management & Insurance
Lockton Companies 2011 - Present
826DC March 2012 - Present
Commercial Real Estate Women (CREW) DC January 2012 - Present
Wells Fargo Insurance Services January 2002 - June 2011
Skills
Employee Benefits, Property & Casualty..., Retirement Planning
Education
University of North Carolina at Charlotte 1997 — 2001
Finance, Risk Management and Mathematics
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Finance, Risk Management & Insurance
Lydia Uecker's Wells Fargo Insurance Services Experience August 2013 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2013 - Present
St. Cloud, MN 2007 - 2009
Strategic Alliance Financial Group, Inc. 2006 - 2007
Skills
Customer Service, Sales, Computer-savvy, Communication Skills, Marketing, Management, Team Building, Sales Management, Cold Calling, Account Management, Direct Sales, Sales Operations
Education
University of Minnesota-Crookston 2002 — 2006
Bachelor's degree, SRM
Wells Fargo Insurance Services August 2013 - Present
St. Cloud, MN 2007 - 2009
Strategic Alliance Financial Group, Inc. 2006 - 2007
Skills
Customer Service, Sales, Computer-savvy, Communication Skills, Marketing, Management, Team Building, Sales Management, Cold Calling, Account Management, Direct Sales, Sales Operations
Education
University of Minnesota-Crookston 2002 — 2006
Bachelor's degree, SRM
Alisha Marina Alisha Marina's Wells Fargo Insurance Services Experience January 2006 - December 2010
Job Farmers Insurance at Insurance account director
Industry Insurance
Experience
Insurance account director June 2013 - Present
Farmers Insurance January 2011 - May 2013
Wells Fargo Insurance Services January 2006 - December 2010
Prudential Financial January 2001 - December 2005
Skills
sales, marketing, customer relation, presentation, Insurance, Health Insurance, General Insurances, General Insurance, Disability Insurance, Property & Casualty..., Term Life Insurance, Life Insurance, Umbrella Insurance
Education
University of Pennsylvania 1999 — 2000
Master of Business Administration (MBA), Insurance
University of Pennsylvania 1995 — 1998
Bachelor of Business Administration (BBA), Insurance
Insurance account director June 2013 - Present
Farmers Insurance January 2011 - May 2013
Wells Fargo Insurance Services January 2006 - December 2010
Prudential Financial January 2001 - December 2005
Skills
sales, marketing, customer relation, presentation, Insurance, Health Insurance, General Insurances, General Insurance, Disability Insurance, Property & Casualty..., Term Life Insurance, Life Insurance, Umbrella Insurance
Education
University of Pennsylvania 1999 — 2000
Master of Business Administration (MBA), Insurance
University of Pennsylvania 1995 — 1998
Bachelor of Business Administration (BBA), Insurance
Brandon Foxx Brandon Foxx's Wells Fargo Insurance Services Experience May 2013 - Present
Job Business Systems Consultant
Industry Financial Services
Experience
Wells Fargo Insurance Services May 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) June 2011 - October 2012
Ameriprise Financial Services, Inc. March 2012 - July 2012
Securian Financial Group June 2011 - February 2012
Galliard Capital Management November 2007 - November 2010
Wells Fargo Investments, LLC August 2004 - November 2007
Wells Fargo and Company October 2003 - July 2004
Financial Markets Program (UMD) September 2003 - May 2004
Skills
Excel, Lotus Notes, Mutual Funds, Securities, Microsoft Office, Bloomberg, PAM, SEI, AWR, Word, RightFax, Fixed Income, Outlook, Microsoft Excel, PowerPoint, Financial Reporting, Access, Banking, Financial Services, Investments, Hedge Funds, Trading, Fund Accounting, User Acceptance Testing, Time Management, Data Analysis, Business Requirements, Business Analysis, Back Office, Account Reconciliation, Corporate Actions, Financial Markets, Analysis, Finance
Education
University of Minnesota Duluth 1999 — 2004
BBA, Finance, Economics
Blaine High School 1995 — 1999
Wells Fargo Insurance Services May 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) June 2011 - October 2012
Ameriprise Financial Services, Inc. March 2012 - July 2012
Securian Financial Group June 2011 - February 2012
Galliard Capital Management November 2007 - November 2010
Wells Fargo Investments, LLC August 2004 - November 2007
Wells Fargo and Company October 2003 - July 2004
Financial Markets Program (UMD) September 2003 - May 2004
Skills
Excel, Lotus Notes, Mutual Funds, Securities, Microsoft Office, Bloomberg, PAM, SEI, AWR, Word, RightFax, Fixed Income, Outlook, Microsoft Excel, PowerPoint, Financial Reporting, Access, Banking, Financial Services, Investments, Hedge Funds, Trading, Fund Accounting, User Acceptance Testing, Time Management, Data Analysis, Business Requirements, Business Analysis, Back Office, Account Reconciliation, Corporate Actions, Financial Markets, Analysis, Finance
Education
University of Minnesota Duluth 1999 — 2004
BBA, Finance, Economics
Blaine High School 1995 — 1999
Anne Malaythong's Wells Fargo Insurance Services Experience October 2009 - September 2014
Job State Farm Agent
Industry Insurance
Experience
State Farm September 2014 - Present
State Farm Insurance September 2014 - Present
Wells Fargo Insurance Services October 2009 - September 2014
Wells Fargo Financial 2004 - 2009
Skills
Insurance, Workers Compensation, Commercial Insurance, Employee Benefits, Risk Management, Microsoft Excel, Risk Management..., Fax, Mortgage Lending, Loans, Refinance, Management, Accounting, Banking, Underwriting, Financial Analysis, Time Management, Financial Risk, Finance, FHA, Auditing, Credit, Financial Services, Training, Credit Cards, Cross Selling, Real Estate Economics, Strategic Financial..., Sales, Property & Casualty..., Customer Service, Investments, Relationship Management, Commercial Lines, Consumer Lending, Life Insurance, Professional Liability, Financial Statements, Loan Origination, Cash Management, Mortgage Banking, Leadership, Credit Analysis, Team Building, Coaching, Portfolio Management, Commercial Lending, Onboarding, College Recruiting, Sales Management
Education
University of Oregon 2002 — 2004
Bachelor of Science, Sociology
University of Oregon 2002 — 2004
Bachelor's degree, Sociology
State Farm September 2014 - Present
State Farm Insurance September 2014 - Present
Wells Fargo Insurance Services October 2009 - September 2014
Wells Fargo Financial 2004 - 2009
Skills
Insurance, Workers Compensation, Commercial Insurance, Employee Benefits, Risk Management, Microsoft Excel, Risk Management..., Fax, Mortgage Lending, Loans, Refinance, Management, Accounting, Banking, Underwriting, Financial Analysis, Time Management, Financial Risk, Finance, FHA, Auditing, Credit, Financial Services, Training, Credit Cards, Cross Selling, Real Estate Economics, Strategic Financial..., Sales, Property & Casualty..., Customer Service, Investments, Relationship Management, Commercial Lines, Consumer Lending, Life Insurance, Professional Liability, Financial Statements, Loan Origination, Cash Management, Mortgage Banking, Leadership, Credit Analysis, Team Building, Coaching, Portfolio Management, Commercial Lending, Onboarding, College Recruiting, Sales Management
Education
University of Oregon 2002 — 2004
Bachelor of Science, Sociology
University of Oregon 2002 — 2004
Bachelor's degree, Sociology
Amanda Brink, CIC's Wells Fargo Insurance Services Experience November 2011 - October 2013
Job Southeast Regional Director Distribution Management at Hanover Specialty Industrial
Industry Insurance
Experience
Hanover Specialty Industrial October 2013 - Present
Wells Fargo Insurance Services November 2011 - October 2013
Senn Dunn Insurance August 2007 - September 2011
Amerisure Insurance October 2001 - July 2007
Skills
Underwriting, Property & Casualty..., Professional Liability, Commercial Insurance, Liability, Umbrella Insurance, Process Improvement, Marketing, Insurance, Casualty, New Business Development, General Insurance, Analysis, Sales, Workers Compensation, Legal Liability, Brokers, Commercial Lines, Employee Benefits, Training, Casualty Insurance
Education
University of North Carolina at Greensboro 1997 — 2001
Education and Psychology
Hanover Specialty Industrial October 2013 - Present
Wells Fargo Insurance Services November 2011 - October 2013
Senn Dunn Insurance August 2007 - September 2011
Amerisure Insurance October 2001 - July 2007
Skills
Underwriting, Property & Casualty..., Professional Liability, Commercial Insurance, Liability, Umbrella Insurance, Process Improvement, Marketing, Insurance, Casualty, New Business Development, General Insurance, Analysis, Sales, Workers Compensation, Legal Liability, Brokers, Commercial Lines, Employee Benefits, Training, Casualty Insurance
Education
University of North Carolina at Greensboro 1997 — 2001
Education and Psychology
Deb Varner's Wells Fargo Insurance Services Experience December 2011 - May 2013
Job Solutions Consultant at RedBrick Health
Industry Information Technology and Services
Experience
RedBrick Health August 2014 - Present
U-Betcha Technology, Inc. February 2002 - Present
DeCare/Wellpoint May 2013 - August 2014
Wells Fargo Insurance Services December 2011 - May 2013
United Health Group June 2011 - November 2011
Wells Fargo Bank January 2010 - June 2011
Express-Scripts, Inc. June 2009 - December 2009
Department of Human Services, State of Minnesota February 2002 - April 2009
Fidelity National Information Systems (Moore Data Management/Vista Info) September 2000 - January 2002
State of Minnesota, Secretary of State Office March 2000 - August 2000
Skills
Business Analysis, Program Management, Vendor Management, Software Development, Integration, Healthcare, SDLC, SharePoint, Requirements Gathering, Process Improvement, Leadership, Agile Methodologies, Government, Requirements Analysis, SQL, Consulting, Project Management
Education
University of Minnesota-Twin Cities 1980 — 1995
BA
RedBrick Health August 2014 - Present
U-Betcha Technology, Inc. February 2002 - Present
DeCare/Wellpoint May 2013 - August 2014
Wells Fargo Insurance Services December 2011 - May 2013
United Health Group June 2011 - November 2011
Wells Fargo Bank January 2010 - June 2011
Express-Scripts, Inc. June 2009 - December 2009
Department of Human Services, State of Minnesota February 2002 - April 2009
Fidelity National Information Systems (Moore Data Management/Vista Info) September 2000 - January 2002
State of Minnesota, Secretary of State Office March 2000 - August 2000
Skills
Business Analysis, Program Management, Vendor Management, Software Development, Integration, Healthcare, SDLC, SharePoint, Requirements Gathering, Process Improvement, Leadership, Agile Methodologies, Government, Requirements Analysis, SQL, Consulting, Project Management
Education
University of Minnesota-Twin Cities 1980 — 1995
BA
Charlie Tooley's Wells Fargo Insurance Services Experience July 2005 - Present
Job Vice PresidentAviation PracticeMidwest at Wells Fargo Insurance Services
Industry Aviation & Aerospace
Experience
Wells Fargo Insurance Services July 2005 - Present
Marsh USA April 1979 - April 2004
Education
University of Oklahoma 1964 — 1969
McLain Senior High 1961 — 1964
College Prep Classes/Honors Program
Horace Mann Jr. High
Wells Fargo Insurance Services July 2005 - Present
Marsh USA April 1979 - April 2004
Education
University of Oklahoma 1964 — 1969
McLain Senior High 1961 — 1964
College Prep Classes/Honors Program
Horace Mann Jr. High
Melinda (Eller) Edge's Wells Fargo Insurance Services Experience March 2014 - Present
Job Senior Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2014 - Present
Scott Insurance August 2005 - March 2014
Palmer & Cay 2002 - 2005
QualChoice of NC 2000 - 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Underwriting, Life Insurance, Reinsurance, Commercial Insurance, Health Savings Accounts
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), Mathematics
Wells Fargo Insurance Services March 2014 - Present
Scott Insurance August 2005 - March 2014
Palmer & Cay 2002 - 2005
QualChoice of NC 2000 - 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Underwriting, Life Insurance, Reinsurance, Commercial Insurance, Health Savings Accounts
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), Mathematics
Brenda Jones Wiarda, APR's Wells Fargo Insurance Services Experience May 2013 - Present
Job Vice President, Communications Manager, at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services May 2013 - Present
Wells Fargo Home Mortgage July 2000 - Present
CMF&Z September 1993 - July 2000
Skills
Strategic Planning, Internal Communications, Mortgage Lending, Public Relations, Management, Marketing Communications, Strategic Communications, Customer Service, Corporate Communications, Change Management, Media Relations, Leadership, Social Media, Marketing, Speech Writing, Crisis Communications
Education
Public Relations Society of America 1999 — 1999
Accreditation in Public Relations
University of Northern Iowa 1989 — 1993
Bachelor of Arts (B.A.), Communications and Public Relations
Wells Fargo Insurance Services May 2013 - Present
Wells Fargo Home Mortgage July 2000 - Present
CMF&Z September 1993 - July 2000
Skills
Strategic Planning, Internal Communications, Mortgage Lending, Public Relations, Management, Marketing Communications, Strategic Communications, Customer Service, Corporate Communications, Change Management, Media Relations, Leadership, Social Media, Marketing, Speech Writing, Crisis Communications
Education
Public Relations Society of America 1999 — 1999
Accreditation in Public Relations
University of Northern Iowa 1989 — 1993
Bachelor of Arts (B.A.), Communications and Public Relations
Phil Delich's Wells Fargo Insurance Services Experience November 2005 - Present
Job Commercial Broker at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2005 - Present
Education
University of Northern Colorado 2002 — 2005
History, Physical Education
Cochise College 2000 — 2002
General Studies
Wells Fargo Insurance Services November 2005 - Present
Education
University of Northern Colorado 2002 — 2005
History, Physical Education
Cochise College 2000 — 2002
General Studies
Donna Langer's Wells Fargo Insurance Services Experience June 2009 - Present
Job SVP, Head of Risk and Compliance Management at Wells Fargo Insurance Services
Industry Financial Services
Experience
Touchstone Mental Health January 2013 - Present
Wells Fargo Insurance Services June 2009 - Present
Wells Fargo, Institutional Brokerage & Sales November 2001 - April 2009
Skills
Financial Risk, Banking, Portfolio Management, Financial Services, Insurance, Operational Risk..., Fixed Income, Securities, Credit, Finance, Risk Management, Credit Analysis, Commercial Lending, Management
Education
University of Minnesota - Carlson School of Management
Touchstone Mental Health January 2013 - Present
Wells Fargo Insurance Services June 2009 - Present
Wells Fargo, Institutional Brokerage & Sales November 2001 - April 2009
Skills
Financial Risk, Banking, Portfolio Management, Financial Services, Insurance, Operational Risk..., Fixed Income, Securities, Credit, Finance, Risk Management, Credit Analysis, Commercial Lending, Management
Education
University of Minnesota - Carlson School of Management
Galen Wolfe's Wells Fargo Insurance Services Experience VPWells Fargo Insurance Services2005 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services VPWells Fargo Insurance Services2005 - Present
Education
University of Minnesota-Twin Cities
Wells Fargo Insurance Services VPWells Fargo Insurance Services2005 - Present
Education
University of Minnesota-Twin Cities
Brianna Boyce's Wells Fargo Insurance Services Experience October 2008 - January 2011
Job Strategic Account Executive
Industry Insurance
Experience
Providence Health Partners March 2015 - Present
UMR January 2011 - March 2015
Wells Fargo Insurance Services October 2008 - January 2011
Skills
Account Management, Health Insurance, Insurance, Selling, Employee Benefits, Sales, Customer Retention, Managed Care, Customer Service, Benefits Administration, Disability Insurance, Health Savings Accounts, Life Insurance, Strategic Planning, Healthcare
Education
University of Oregon 2001 — 2005
Bachelor of Science, Economics
Marist High School 1997 — 2001
Diploma, General
Providence Health Partners March 2015 - Present
UMR January 2011 - March 2015
Wells Fargo Insurance Services October 2008 - January 2011
Skills
Account Management, Health Insurance, Insurance, Selling, Employee Benefits, Sales, Customer Retention, Managed Care, Customer Service, Benefits Administration, Disability Insurance, Health Savings Accounts, Life Insurance, Strategic Planning, Healthcare
Education
University of Oregon 2001 — 2005
Bachelor of Science, Economics
Marist High School 1997 — 2001
Diploma, General
Eliska Skopecek's Wells Fargo Insurance Services Experience June 2008 - Present
Job Project Manager at Wells Fargo Insurance Services
Industry Information Technology and Services
Experience
Wells Fargo Insurance Services June 2008 - Present
Cisco Systems August 2007 - June 2008
Wells Fargo December 1998 - December 2006
DeltaNet December 1992 - December 1998
ComputerLand 1984 - 1992
Bechtel 1980 - 1984
Buttes Gas & Oil 1977 - 1980
Skills
PMP, SDLC, Project Management, Quality Assurance, Business Analysis, Change Management, Risk Management, CRM, Management, Leadership
Education
University of Phoenix 1995 — 1997
BS, Computer Sciences
Wells Fargo Insurance Services June 2008 - Present
Cisco Systems August 2007 - June 2008
Wells Fargo December 1998 - December 2006
DeltaNet December 1992 - December 1998
ComputerLand 1984 - 1992
Bechtel 1980 - 1984
Buttes Gas & Oil 1977 - 1980
Skills
PMP, SDLC, Project Management, Quality Assurance, Business Analysis, Change Management, Risk Management, CRM, Management, Leadership
Education
University of Phoenix 1995 — 1997
BS, Computer Sciences
Kimberly McGee's Wells Fargo Insurance Services Experience February 2007 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services February 2007 - Present
Marsh USA, Inc. 2000 - 2007
Education
University of Phoenix
Bachelor of Science, Administration and Management
Wells Fargo Insurance Services February 2007 - Present
Marsh USA, Inc. 2000 - 2007
Education
University of Phoenix
Bachelor of Science, Administration and Management
Jeremy Jackson's Wells Fargo Insurance Services Experience May 2010 - July 2012
Job Associate Director at KPMG
Industry Financial Services
Experience
KPMG February 2014 - Present
Jones Lang LaSalle December 2013 - February 2014
Towers Watson November 2012 - May 2013
Wells Fargo Insurance Services May 2010 - July 2012
Beecher Carlson January 2005 - August 2008
Arthur J. Gallagher August 2002 - August 2004
Channell Communications - Private January 2000 - May 2001
Aon January 1994 - December 1999
Skills
Salesforce.com, Microsoft Excel, Access, SharePoint, Outlook, Projects, .NET, Insurance, Property & Casualty..., Risk Management, Employee Benefits, Adobe Creative Suite, Adobe Acrobat, Microsoft CRM, Management, Analysis, Marketing Strategy, Presentation Design, Cross-functional Team..., Project Management, Strategic Planning, Marketing, Business Development, Strategy, Leadership, Team Building
Education
University of New Hampshire 1989 — 1993
BS, Psychology
Briarclifff Manor High School
KPMG February 2014 - Present
Jones Lang LaSalle December 2013 - February 2014
Towers Watson November 2012 - May 2013
Wells Fargo Insurance Services May 2010 - July 2012
Beecher Carlson January 2005 - August 2008
Arthur J. Gallagher August 2002 - August 2004
Channell Communications - Private January 2000 - May 2001
Aon January 1994 - December 1999
Skills
Salesforce.com, Microsoft Excel, Access, SharePoint, Outlook, Projects, .NET, Insurance, Property & Casualty..., Risk Management, Employee Benefits, Adobe Creative Suite, Adobe Acrobat, Microsoft CRM, Management, Analysis, Marketing Strategy, Presentation Design, Cross-functional Team..., Project Management, Strategic Planning, Marketing, Business Development, Strategy, Leadership, Team Building
Education
University of New Hampshire 1989 — 1993
BS, Psychology
Briarclifff Manor High School
Andrew Bremer's Wells Fargo Insurance Services Experience September 2001 - December 2004
Job Operations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo Insurance, Inc. January 2008 - Present
Wells Fargo Home Consumer & Finance Group February 2007 - January 2008
Wells Fargo Home Mortgage January 2005 - February 2007
Wells Fargo Insurance Services September 2001 - December 2004
Deparment of Commerce 1999 - 2001
Skills
Insurance, Internal Audit, Mortgage Lending, Software Documentation, Program Management
Education
University of Saint Thomas - School of Business 2002 — 2006
MBA
University of Minnesota-Twin Cities 1992 — 1996
BS, Environmental Science
NHS 1989 — 1992
Wells Fargo November 2013 - Present
Wells Fargo Insurance, Inc. January 2008 - Present
Wells Fargo Home Consumer & Finance Group February 2007 - January 2008
Wells Fargo Home Mortgage January 2005 - February 2007
Wells Fargo Insurance Services September 2001 - December 2004
Deparment of Commerce 1999 - 2001
Skills
Insurance, Internal Audit, Mortgage Lending, Software Documentation, Program Management
Education
University of Saint Thomas - School of Business 2002 — 2006
MBA
University of Minnesota-Twin Cities 1992 — 1996
BS, Environmental Science
NHS 1989 — 1992
John Rusch's Wells Fargo Insurance Services Experience September 2005 - April 2008
Job Property Adjuster at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance January 2014 - Present
Westfield Group June 2008 - January 2014
Wells Fargo Insurance Services September 2005 - April 2008
CW Technology June 2004 - November 2004
Skills
Insurance
Education
University of Minnesota Duluth 2000 — 2005
Liberty Mutual Insurance January 2014 - Present
Westfield Group June 2008 - January 2014
Wells Fargo Insurance Services September 2005 - April 2008
CW Technology June 2004 - November 2004
Skills
Insurance
Education
University of Minnesota Duluth 2000 — 2005
John Sileo's Wells Fargo Insurance Services Experience 2008 - 2009
Job Dir. of Security & Loss Control at Freeman
Industry Hospitality
Experience
The Freeman Company April 2009 - Present
Wachovia Insurance Services 2003 - April 2009
Wells Fargo Insurance Services 2008 - 2009
Marsh 1983 - 2003
Marsh USA 1980 - 2003
Johnson & Higgins 1980 - 2003
Johnson & Higgins 1980 - 2003
Education
University of New Haven 1974 — 1976
The Freeman Company April 2009 - Present
Wachovia Insurance Services 2003 - April 2009
Wells Fargo Insurance Services 2008 - 2009
Marsh 1983 - 2003
Marsh USA 1980 - 2003
Johnson & Higgins 1980 - 2003
Johnson & Higgins 1980 - 2003
Education
University of New Haven 1974 — 1976
Kevin Abram's Wells Fargo Insurance Services Experience November 2005 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2005 - Present
Skills
Property & Casualty..., Casualty, Insurance, Leadership
Education
University of Minnesota-Twin Cities 1969 — 1973
Wells Fargo Insurance Services November 2005 - Present
Skills
Property & Casualty..., Casualty, Insurance, Leadership
Education
University of Minnesota-Twin Cities 1969 — 1973
Linda Dominguez's Wells Fargo Insurance Services Experience August 2004 - June 2006
Job Mercer Exchange Implementation Requirements Specialist
Industry Insurance
Experience
Mercer November 2006 - Present
Wells Fargo Insurance Services August 2004 - June 2006
Skills
Employee Benefits, Benefits Administration, Health Insurance, Open Enrollment
Education
Wharton Business School
GBA
Mercer November 2006 - Present
Wells Fargo Insurance Services August 2004 - June 2006
Skills
Employee Benefits, Benefits Administration, Health Insurance, Open Enrollment
Education
Wharton Business School
GBA
Jay Cobb, CPCU,CIC,CRM,AU's Wells Fargo Insurance Services Experience August 2013 - Present
Job VP Risk Management Practice Leader at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2013 - Present
The Hartford June 2008 - August 2013
Sentry Insurance 2004 - 2006
VFS Insurance Group, a division of Volvo Finance 2002 - 2004
Skills
Strategic Planning, National Accounts, Casualty, General Liability, Workers Compensation, Property & Casualty..., Excess, Liability, Insurance, General Insurance, Risk Mitigation, Underwriting, Commercial Insurance, Commercial Lines, Brokers, CPCU
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts (B.A.), Education
Wells Fargo Insurance Services August 2013 - Present
The Hartford June 2008 - August 2013
Sentry Insurance 2004 - 2006
VFS Insurance Group, a division of Volvo Finance 2002 - 2004
Skills
Strategic Planning, National Accounts, Casualty, General Liability, Workers Compensation, Property & Casualty..., Excess, Liability, Insurance, General Insurance, Risk Mitigation, Underwriting, Commercial Insurance, Commercial Lines, Brokers, CPCU
Education
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Arts (B.A.), Education
Reid Tracy's Wells Fargo Insurance Services Experience May 2009 - Present
Job Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services May 2009 - Present
Aon Risk Services September 2007 - May 2009
ePlus Group inc. June 1999 - September 2007
GlaxoWellcome August 1996 - June 1999
Skills
Mergers, Business Development, Mergers & Acquisitions, Business Planning, New Business Development, Financial Modeling, Strategic Planning, Healthcare, Valuation, Venture Capital, Sales, Business Strategy, Due Diligence, Corporate Finance, Financial Analysis, Investments, Insurance, Strategic Financial..., Private Equity, Credit, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Economics
University of Wollongong 1993 — 1994
Study Abroad
Wells Fargo Insurance Services May 2009 - Present
Aon Risk Services September 2007 - May 2009
ePlus Group inc. June 1999 - September 2007
GlaxoWellcome August 1996 - June 1999
Skills
Mergers, Business Development, Mergers & Acquisitions, Business Planning, New Business Development, Financial Modeling, Strategic Planning, Healthcare, Valuation, Venture Capital, Sales, Business Strategy, Due Diligence, Corporate Finance, Financial Analysis, Investments, Insurance, Strategic Financial..., Private Equity, Credit, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Economics
University of Wollongong 1993 — 1994
Study Abroad
Sheila Mork's Wells Fargo Insurance Services Experience June 2015 - Present
Job Accountant
Industry Accounting
Experience
Sheila Mork, Mary Kay Independent Beauty Consultant August 2015 - Present
Wells Fargo Insurance Services June 2015 - Present
Wells Fargo Insurance Services June 2014 - Present
Wells Fargo Home Mortgage October 2011 - June 2014
NORTHSTAR CAPITAL MARKETS, INC December 2007 - March 2009
NORTHSTAR CAPITAL MARKETS, INC January 2005 - December 2007
FIRSTMARK SERVICES, LLC February 2004 - December 2004
FIRSTMARK SERVICES, LLC December 2001 - February 2004
Nelnet August 2001 - December 2001
PERKINS FAMILY RESTAURANT AND BAKERY August 2000 - August 2001
Skills
Microsoft Word, Training, Microsoft Excel, Microsoft Office, Customer Service, Risk Management, Outlook, Process Improvement, Financial Analysis, Business Analysis, Call Center, Account Management, Accounting, Software Documentation, Budgets, Negotiation, Leadership, PowerPoint, Call Centers
Education
Saint Mary's University of Minnesota 2014 — 2016
Master of Science (MS), Accounting
University of Wisconsin-Eau Claire 2007 — 2008
MBA
University of Phoenix 2002 — 2006
Bachelor of Science, Accounting
Irondale 1994 — 1998
Sheila Mork, Mary Kay Independent Beauty Consultant August 2015 - Present
Wells Fargo Insurance Services June 2015 - Present
Wells Fargo Insurance Services June 2014 - Present
Wells Fargo Home Mortgage October 2011 - June 2014
NORTHSTAR CAPITAL MARKETS, INC December 2007 - March 2009
NORTHSTAR CAPITAL MARKETS, INC January 2005 - December 2007
FIRSTMARK SERVICES, LLC February 2004 - December 2004
FIRSTMARK SERVICES, LLC December 2001 - February 2004
Nelnet August 2001 - December 2001
PERKINS FAMILY RESTAURANT AND BAKERY August 2000 - August 2001
Skills
Microsoft Word, Training, Microsoft Excel, Microsoft Office, Customer Service, Risk Management, Outlook, Process Improvement, Financial Analysis, Business Analysis, Call Center, Account Management, Accounting, Software Documentation, Budgets, Negotiation, Leadership, PowerPoint, Call Centers
Education
Saint Mary's University of Minnesota 2014 — 2016
Master of Science (MS), Accounting
University of Wisconsin-Eau Claire 2007 — 2008
MBA
University of Phoenix 2002 — 2006
Bachelor of Science, Accounting
Irondale 1994 — 1998
Kelly Reger's Wells Fargo Insurance Services Experience October 2012 - Present
Job Wellness Consultant at Wells Fargo Insurance Services
Industry Health, Wellness and Fitness
Experience
Wells Fargo Insurance Services October 2012 - Present
Life Time Fitness March 2011 - August 2012
Cobb Strecker Dunphy Zimmermann May 2007 - April 2011
Zurich Insurance Company Ltd. 2000 - 2002
Skills
Workers Compensation, Insurance, Disability Insurance, Employee Wellness, Wellness, Underwriting, Healthcare, Employee Benefits, Health Insurance, Property & Casualty..., Benefits Administration, Claims Management, Employee Wellness..., Claim, Health Savings Accounts
Education
University of Minnesota Duluth 1999 — 2000
Masters, Industrial Safety
Univeristy of Minnesota Duluth 1995 — 1999
Community Health
Wells Fargo Insurance Services October 2012 - Present
Life Time Fitness March 2011 - August 2012
Cobb Strecker Dunphy Zimmermann May 2007 - April 2011
Zurich Insurance Company Ltd. 2000 - 2002
Skills
Workers Compensation, Insurance, Disability Insurance, Employee Wellness, Wellness, Underwriting, Healthcare, Employee Benefits, Health Insurance, Property & Casualty..., Benefits Administration, Claims Management, Employee Wellness..., Claim, Health Savings Accounts
Education
University of Minnesota Duluth 1999 — 2000
Masters, Industrial Safety
Univeristy of Minnesota Duluth 1995 — 1999
Community Health
Amy Klinkoski's Wells Fargo Insurance Services Experience November 2012 - Present
Job Senior Account Executive at Wells Fargo
Industry Human Resources
Experience
Wells Fargo Insurance Services November 2012 - Present
B/E Aerospace January 2012 - October 2012
Wells Fargo Insurance Services March 2006 - January 2012
Aon Hewitt August 2000 - March 2006
Skills
Talent Management, Employee Relations, Benefits Administration, Employee Benefits, Vendor Management, Account Management, Insurance, Health Insurance, Project Management, Contract Negotiation, Customer Service, Team Building, Healthcare
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Industrial Relations
North Forsyth High School 1984 — 1988
Wells Fargo Insurance Services November 2012 - Present
B/E Aerospace January 2012 - October 2012
Wells Fargo Insurance Services March 2006 - January 2012
Aon Hewitt August 2000 - March 2006
Skills
Talent Management, Employee Relations, Benefits Administration, Employee Benefits, Vendor Management, Account Management, Insurance, Health Insurance, Project Management, Contract Negotiation, Customer Service, Team Building, Healthcare
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Industrial Relations
North Forsyth High School 1984 — 1988
Chris (DiLello) Bartron's Wells Fargo Insurance Services Experience February 2005 - July 2012
Job Account Executive at AH&T Insurance
Industry Insurance
Experience
AH&T Insurance July 2012 - Present
Wells Fargo Insurance Services February 2005 - July 2012
Acordia NW 1999 - 2005
Consumer Credit Counseling Service (CCCS) of Seattle 1995 - 1999
Skills
Employee Benefits, Sales Management, Management, Leadership, Human Resources, Cold Calling, Outlook, Benefits Administration, Health Savings Accounts, Customer Service, Health Insurance, Life Insurance
Education
University of Montana 1988 — 1992
BA, Psychology, Communications
Great Falls High School 1984 — 1988
AH&T Insurance July 2012 - Present
Wells Fargo Insurance Services February 2005 - July 2012
Acordia NW 1999 - 2005
Consumer Credit Counseling Service (CCCS) of Seattle 1995 - 1999
Skills
Employee Benefits, Sales Management, Management, Leadership, Human Resources, Cold Calling, Outlook, Benefits Administration, Health Savings Accounts, Customer Service, Health Insurance, Life Insurance
Education
University of Montana 1988 — 1992
BA, Psychology, Communications
Great Falls High School 1984 — 1988
Sallie Dimalanta's Wells Fargo Insurance Services Experience August 2010 - January 2013
Job Insurance Service Rep 4 at Wells Fargo Insurance Services
Industry Insurance
Experience
GMAC Insurance March 2007 - Present
Wells Fargo Insurance Services August 2010 - January 2013
AT&T Wireless October 2000 - October 2004
Skills
Call Center, Customer Satisfaction, Customer Retention, Customer Service, Customer Experience, Outlook, Data Entry, Process Improvement, Insurance, Microsoft Office, Software Documentation, Account Management, Microsoft Excel, Troubleshooting, Training, Avaya, Access, Vendor Management, Team Building, Call Centers, New Business Development, Leadership, Time Management, Performance Management, Coaching
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Sociology
Ben L Smith High
GMAC Insurance March 2007 - Present
Wells Fargo Insurance Services August 2010 - January 2013
AT&T Wireless October 2000 - October 2004
Skills
Call Center, Customer Satisfaction, Customer Retention, Customer Service, Customer Experience, Outlook, Data Entry, Process Improvement, Insurance, Microsoft Office, Software Documentation, Account Management, Microsoft Excel, Troubleshooting, Training, Avaya, Access, Vendor Management, Team Building, Call Centers, New Business Development, Leadership, Time Management, Performance Management, Coaching
Education
University of North Carolina at Charlotte 1997 — 2000
BA, Sociology
Ben L Smith High
Spike McClinton's Wells Fargo Insurance Services Experience January 2008 - September 2009
Job Copywriter for hire
Industry Marketing and Advertising
Experience
Resource/Ammirati December 2014 - May 2015
Tribal Worldwide November 2013 - September 2014
The Creative Circus October 2011 - 2013
McManamey and McManamey Insurance May 2010 - June 2011
Alliant Insurance Services September 2009 - January 2010
Wells Fargo Insurance Services January 2008 - September 2009
Rutherfoord June 2007 - November 2007
University of Mississippi April 2006 - March 2007
Skills
Property & Casualty..., Insurance, Salesforce.com, Cold Calling, Marketing, Sales, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Account Management, Microsoft Word, Strategic Planning, Public Speaking, New Business Development, Outlook, Underwriting, Leadership, Management, Real Estate, Financial Analysis, Copywriting, Social Media Marketing, Social Networking, Social Media
Education
The Creative Circus 2011 — 2013
University of Mississippi 2002 — 2006
Insurance and Risk Management, Real Estate
University of Mississippi - School of Business Administration 2002 — 2006
Insurance and Risk Management, Insurance and Risk Management and Real Estate
Woodberry Forest School 1998 — 2002
Resource/Ammirati December 2014 - May 2015
Tribal Worldwide November 2013 - September 2014
The Creative Circus October 2011 - 2013
McManamey and McManamey Insurance May 2010 - June 2011
Alliant Insurance Services September 2009 - January 2010
Wells Fargo Insurance Services January 2008 - September 2009
Rutherfoord June 2007 - November 2007
University of Mississippi April 2006 - March 2007
Skills
Property & Casualty..., Insurance, Salesforce.com, Cold Calling, Marketing, Sales, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Account Management, Microsoft Word, Strategic Planning, Public Speaking, New Business Development, Outlook, Underwriting, Leadership, Management, Real Estate, Financial Analysis, Copywriting, Social Media Marketing, Social Networking, Social Media
Education
The Creative Circus 2011 — 2013
University of Mississippi 2002 — 2006
Insurance and Risk Management, Real Estate
University of Mississippi - School of Business Administration 2002 — 2006
Insurance and Risk Management, Insurance and Risk Management and Real Estate
Woodberry Forest School 1998 — 2002
Maria Biessener Duncan's Wells Fargo Insurance Services Experience April 2015 - Present
Job Vice President, PSBI Customer Service Leader at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services April 2015 - Present
Wells Fargo June 2007 - April 2015
UnitedHealthcare 2005 - 2007
Wachovia Bank 1994 - 2005
Great-West Life 1992 - 1993
Government Employees' Benefit Association 1989 - 1992
Skills
Management, Strategic Planning, Sales, Call Centers, Process Improvement, Integration, Customer Service, Enterprise Software, Budgets, Financial Services, Leadership, Banking, Vendor Management, Business Analysis, Relationship Management, Investments, Risk Management, Retirement, Employee Benefits
Education
University of St. Thomas 2005 — 2005
Mini MBA
University of Minnesota-Twin Cities 1985 — 1988
Bachelor of Science, Mathematics
University of Minnesota-Morris 1983 — 1985
Wells Fargo Insurance Services April 2015 - Present
Wells Fargo June 2007 - April 2015
UnitedHealthcare 2005 - 2007
Wachovia Bank 1994 - 2005
Great-West Life 1992 - 1993
Government Employees' Benefit Association 1989 - 1992
Skills
Management, Strategic Planning, Sales, Call Centers, Process Improvement, Integration, Customer Service, Enterprise Software, Budgets, Financial Services, Leadership, Banking, Vendor Management, Business Analysis, Relationship Management, Investments, Risk Management, Retirement, Employee Benefits
Education
University of St. Thomas 2005 — 2005
Mini MBA
University of Minnesota-Twin Cities 1985 — 1988
Bachelor of Science, Mathematics
University of Minnesota-Morris 1983 — 1985
Brendan Osean's Wells Fargo Insurance Services Experience January 2006 - April 2011
Job Principal at EPIC Risk Solutions
Industry Insurance
Experience
EPIC Risk Solutions August 2014 - Present
Towers Watson April 2011 - August 2014
Wells Fargo Insurance Services January 2006 - April 2011
Marsh 1998 - 2006
Skills
Financial Risk, Brokerage, Brokers, Commercial Insurance, Insurance, Leadership, Reinsurance, Risk Management
Education
University of Notre Dame 1994 — 1998
Bachelor of Arts, Sociology
EPIC Risk Solutions August 2014 - Present
Towers Watson April 2011 - August 2014
Wells Fargo Insurance Services January 2006 - April 2011
Marsh 1998 - 2006
Skills
Financial Risk, Brokerage, Brokers, Commercial Insurance, Insurance, Leadership, Reinsurance, Risk Management
Education
University of Notre Dame 1994 — 1998
Bachelor of Arts, Sociology
Tammie Templeton, MBA's Wells Fargo Insurance Services Experience August 2015 - Present
Job Surety Invoicing – Insurance Operations Specialist Team Lead
Industry Insurance
Experience
Wells Fargo Insurance Services August 2015 - Present
AXA Equitable Life Insurance October 2014 - August 2015
Bank of America March 2013 - April 2014
Bank of America July 2011 - March 2013
Wachovia, A Wells Fargo Company March 2010 - July 2011
Wachovia July 2007 - March 2010
Wachovia Bank August 2006 - July 2007
Skills
Banking, Credit, Loans, Consumer Lending, Risk Management, Auditing, Accounting, Small Business Lending, Retail Banking, Financial Analysis, Loss Mitigation, FHA, Customer Service, Team Building, Process Improvement, Leadership, Mortgage Underwriting, AML, Operational Risk, Mortgage Servicing, Account Reconciliation, Financial Reporting, Mortgage Banking, Relationship Management, Strategic Financial..., Portfolio Management, Finance, Analysis, Training
Education
Strayer University (TX) 2011 — 2012
Master of Business Administration (M.B.A.), with a concentration in Finance
University of Phoenix 2008 — 2011
BS, Business Administration
Wells Fargo Insurance Services August 2015 - Present
AXA Equitable Life Insurance October 2014 - August 2015
Bank of America March 2013 - April 2014
Bank of America July 2011 - March 2013
Wachovia, A Wells Fargo Company March 2010 - July 2011
Wachovia July 2007 - March 2010
Wachovia Bank August 2006 - July 2007
Skills
Banking, Credit, Loans, Consumer Lending, Risk Management, Auditing, Accounting, Small Business Lending, Retail Banking, Financial Analysis, Loss Mitigation, FHA, Customer Service, Team Building, Process Improvement, Leadership, Mortgage Underwriting, AML, Operational Risk, Mortgage Servicing, Account Reconciliation, Financial Reporting, Mortgage Banking, Relationship Management, Strategic Financial..., Portfolio Management, Finance, Analysis, Training
Education
Strayer University (TX) 2011 — 2012
Master of Business Administration (M.B.A.), with a concentration in Finance
University of Phoenix 2008 — 2011
BS, Business Administration
Timothy Dunleavy's Wells Fargo Insurance Services Experience January 2004 - Present
Job Senior Vice President, Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2004 - Present
Twin Cities Dunkers July 2015 - Present
Education
University of Minnesota-Twin Cities 1986 — 1990
BA
BA University of MN, 89
Wells Fargo Insurance Services January 2004 - Present
Twin Cities Dunkers July 2015 - Present
Education
University of Minnesota-Twin Cities 1986 — 1990
BA
BA University of MN, 89
Heidi Rothbauer's Wells Fargo Insurance Services Experience January 2013 - June 2013
Job Senior Business Analyst (Consultant) at Allianz
Industry Financial Services
Experience
Allianz August 2014 - Present
Ameriprise Financial January 2014 - June 2014
CoBank July 2013 - December 2013
Wells Fargo Insurance Services January 2013 - June 2013
Ameriprise Financial Services, Inc. September 2011 - December 2012
Capella University June 2010 - July 2011
Ameriprise Financial Services, Inc. August 2009 - August 2010
Wells Fargo Shareholder Services June 2009 - August 2009
Green Tree Financial January 2009 - March 2009
Ascensus Retirement Services October 2008 - November 2008
Skills
Visio, User Acceptance Testing, Business Requirements, Business Process, Software Documentation, Testing, Quality Assurance, Project Management, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Process Improvement, Business Process..., Waterfall, PMO, Software Project..., Business Process Mapping, SharePoint, Analysis, Integration, Leadership, Six Sigma
Education
University of Minnesota-Twin Cities 1993 — 1997
BA, History, American Indian Studies
Allianz August 2014 - Present
Ameriprise Financial January 2014 - June 2014
CoBank July 2013 - December 2013
Wells Fargo Insurance Services January 2013 - June 2013
Ameriprise Financial Services, Inc. September 2011 - December 2012
Capella University June 2010 - July 2011
Ameriprise Financial Services, Inc. August 2009 - August 2010
Wells Fargo Shareholder Services June 2009 - August 2009
Green Tree Financial January 2009 - March 2009
Ascensus Retirement Services October 2008 - November 2008
Skills
Visio, User Acceptance Testing, Business Requirements, Business Process, Software Documentation, Testing, Quality Assurance, Project Management, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Test Planning, Process Improvement, Business Process..., Waterfall, PMO, Software Project..., Business Process Mapping, SharePoint, Analysis, Integration, Leadership, Six Sigma
Education
University of Minnesota-Twin Cities 1993 — 1997
BA, History, American Indian Studies
Elizabeth Younts's Wells Fargo Insurance Services Experience April 2006 - Present
Job Commercial Account Rep at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2006 - Present
Wachovia Bank June 1997 - April 2006
Skills
Property & Casualty..., Project Management, Insurance, Risk Management, Strategic Planning, Marketing, Salesforce.com, Team Leadership, Banking, Underwriting, Financial Analysis, Workers Compensation
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2000
BSBA, Finance and Risk Management
University of North Carolina at Greensboro 1996 — 1997
Bachelor of Science (B.S.), Finance, General
Sun Valley High School 1992 — 1996
Wells Fargo Insurance Services April 2006 - Present
Wachovia Bank June 1997 - April 2006
Skills
Property & Casualty..., Project Management, Insurance, Risk Management, Strategic Planning, Marketing, Salesforce.com, Team Leadership, Banking, Underwriting, Financial Analysis, Workers Compensation
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2000
BSBA, Finance and Risk Management
University of North Carolina at Greensboro 1996 — 1997
Bachelor of Science (B.S.), Finance, General
Sun Valley High School 1992 — 1996
Gary Skerik's Wells Fargo Insurance Services Experience January 2007 - May 2008
Job CPA assisting Individuals and businesses to maximize potential and wealth
Industry Accounting
Experience
Gary L Skerik, CPA, ChFC May 2009 - Present
White & Company Insurance June 2008 - April 2009
Wells Fargo Insurance Services January 2007 - May 2008
Acordia of California Insurance Services, Inc June 2004 - December 2006
Speare & Company Insurance Brokers February 1991 - May 2004
Skills
Accounting, CPA, ChFC, Financial Accounting, US GAAP, IFRS, Auditing, Part Time CFO, Growing Businesses, Small Business Tax, Accounting for Small..., Personal Tax Planning, Business Tax Planning, Corporate Tax Planning, Trust Taxation, Partnership Tax Returns, CCH Intelliconnect, Tax Research, State Tax Planning, Multi-state tax returns, Insurance Brokerage, Premium Financing, Buy-Sell, Small Business, Financial Statements, Cash Flow Statements, Monthly Closing, Payroll, Mergers & Acquisitions, Insurance, Strategic Financial..., Tax Preparation, Executive Management, Finance
Education
University of Northern Iowa 1971 — 1976
BA, Business - Accounting
Gary L Skerik, CPA, ChFC May 2009 - Present
White & Company Insurance June 2008 - April 2009
Wells Fargo Insurance Services January 2007 - May 2008
Acordia of California Insurance Services, Inc June 2004 - December 2006
Speare & Company Insurance Brokers February 1991 - May 2004
Skills
Accounting, CPA, ChFC, Financial Accounting, US GAAP, IFRS, Auditing, Part Time CFO, Growing Businesses, Small Business Tax, Accounting for Small..., Personal Tax Planning, Business Tax Planning, Corporate Tax Planning, Trust Taxation, Partnership Tax Returns, CCH Intelliconnect, Tax Research, State Tax Planning, Multi-state tax returns, Insurance Brokerage, Premium Financing, Buy-Sell, Small Business, Financial Statements, Cash Flow Statements, Monthly Closing, Payroll, Mergers & Acquisitions, Insurance, Strategic Financial..., Tax Preparation, Executive Management, Finance
Education
University of Northern Iowa 1971 — 1976
BA, Business - Accounting
Jim Wylie's Wells Fargo Insurance Services Experience April 2015 - Present
Job Business Development Officer at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2015 - Present
Wells Fargo Insurance Services August 2011 - April 2015
Willis North America April 2008 - August 2011
Johnson & Higgins and MMC 1987 - 2003
Skills
Property & Casualty..., Professional Liability, Casualty, Commercial Insurance, Underwriting, Brokers, D&O, Captives, Employment Practices..., Reinsurance, Directors & Officers..., Liability, Commercial Lines, Legal Liability, Workers Compensation, Insurance Brokerage, Insurance
Education
University of North Carolina at Chapel Hill 1985 — 1987
MBA, Risk Management and Consulting
University of Notre Dame 1978 — 1982
BA, American Studies and German
Wells Fargo Insurance Services April 2015 - Present
Wells Fargo Insurance Services August 2011 - April 2015
Willis North America April 2008 - August 2011
Johnson & Higgins and MMC 1987 - 2003
Skills
Property & Casualty..., Professional Liability, Casualty, Commercial Insurance, Underwriting, Brokers, D&O, Captives, Employment Practices..., Reinsurance, Directors & Officers..., Liability, Commercial Lines, Legal Liability, Workers Compensation, Insurance Brokerage, Insurance
Education
University of North Carolina at Chapel Hill 1985 — 1987
MBA, Risk Management and Consulting
University of Notre Dame 1978 — 1982
BA, American Studies and German
Scott Campany's Wells Fargo Insurance Services Experience January 2001 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services January 2001 - Present
Skills
Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Brokers, Mergers, Financial Risk, Workers Compensation, Underwriting, Legal Liability, Casualty, Mergers & Acquisitions, Liability, Professional Liability
Education
University of North Carolina at Greensboro 1988 — 1990
BS, Finance
Wells Fargo Insurance Services January 2001 - Present
Skills
Property & Casualty..., Insurance, Risk Management, Commercial Insurance, Brokers, Mergers, Financial Risk, Workers Compensation, Underwriting, Legal Liability, Casualty, Mergers & Acquisitions, Liability, Professional Liability
Education
University of North Carolina at Greensboro 1988 — 1990
BS, Finance
Eric Sauby's Wells Fargo Insurance Services Experience August 2012 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Health, Wellness and Fitness
Experience
Wells Fargo Insurance Services August 2012 - Present
Manzo Food Brokers July 2010 - August 2012
Unicare Life & Health Inc. ( A Subsidiary of WellPoint Inc.) June 2007 - August 2009
United Healthcare April 2000 - April 2006
United Healthcare April 1998 - April 2000
United Healthcare April 1997 - April 1998
United Healthcare April 1996 - April 1997
United Healthcare April 1995 - April 1996
Skills
Health Insurance, Managed Care, Insurance, Employee Benefits, Medicare, Health Savings Accounts, Disability Insurance, Account Management, HMO, Healthcare, Brokers, Strategic Planning, Leadership, Sales Operations, Sales, Sales Management, New Business Development, Marketing, Training, Customer Retention, Recruiting, Business Planning, CRM, Forecasting, Coaching, Executive Management, Marketing Strategy
Education
University of Minnesota-Twin Cities 1984 — 1989
Liberal Arts
Wells Fargo Insurance Services August 2012 - Present
Manzo Food Brokers July 2010 - August 2012
Unicare Life & Health Inc. ( A Subsidiary of WellPoint Inc.) June 2007 - August 2009
United Healthcare April 2000 - April 2006
United Healthcare April 1998 - April 2000
United Healthcare April 1997 - April 1998
United Healthcare April 1996 - April 1997
United Healthcare April 1995 - April 1996
Skills
Health Insurance, Managed Care, Insurance, Employee Benefits, Medicare, Health Savings Accounts, Disability Insurance, Account Management, HMO, Healthcare, Brokers, Strategic Planning, Leadership, Sales Operations, Sales, Sales Management, New Business Development, Marketing, Training, Customer Retention, Recruiting, Business Planning, CRM, Forecasting, Coaching, Executive Management, Marketing Strategy
Education
University of Minnesota-Twin Cities 1984 — 1989
Liberal Arts
Christine Dean, GBA, GBDS, CSFS's Wells Fargo Insurance Services Experience June 2008 - Present
Job Senior Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2008 - Present
Gallagher Benefit Services 2007 - 2008
Lanier Upshaw 2005 - 2007
Wachovia Insurance Services 2000 - 2005
Southeastern Companies 1993 - 1998
Skills
Health Insurance, Insurance, Benefits Administration, Account Management, Employee Benefits, Underwriting, Disability Insurance, Brokers, Customer Satisfaction, Customer Service, Health Savings Accounts, Life Insurance, Workers Compensation, Property & Casualty...
Education
University of Phoenix 2002 — 2006
Bachelor, Business Mgmt
Wells Fargo Insurance Services June 2008 - Present
Gallagher Benefit Services 2007 - 2008
Lanier Upshaw 2005 - 2007
Wachovia Insurance Services 2000 - 2005
Southeastern Companies 1993 - 1998
Skills
Health Insurance, Insurance, Benefits Administration, Account Management, Employee Benefits, Underwriting, Disability Insurance, Brokers, Customer Satisfaction, Customer Service, Health Savings Accounts, Life Insurance, Workers Compensation, Property & Casualty...
Education
University of Phoenix 2002 — 2006
Bachelor, Business Mgmt
Jennifer Sullivan, CIC, AAI, ARM's Wells Fargo Insurance Services Experience March 2012 - January 2015
Job Senior Client Manager/Assistant Vice President at Willis
Industry Insurance
Experience
Willis February 2015 - Present
Wells Fargo Insurance Services March 2012 - January 2015
Associated Financial Group July 2006 - March 2012
Associated Financial Group December 2006 - July 2010
RTW March 2003 - December 2006
RTW, Inc. September 2000 - February 2003
RTW, Inc. June 1997 - September 2000
Delta Parts January 1996 - June 1997
Berkley Risk June 1995 - January 1996
Skills
Insurance, Underwriting, Property & Casualty..., Training
Education
University of Minnesota Duluth 1990 — 1994
BA, Communication; Accounting
Willis February 2015 - Present
Wells Fargo Insurance Services March 2012 - January 2015
Associated Financial Group July 2006 - March 2012
Associated Financial Group December 2006 - July 2010
RTW March 2003 - December 2006
RTW, Inc. September 2000 - February 2003
RTW, Inc. June 1997 - September 2000
Delta Parts January 1996 - June 1997
Berkley Risk June 1995 - January 1996
Skills
Insurance, Underwriting, Property & Casualty..., Training
Education
University of Minnesota Duluth 1990 — 1994
BA, Communication; Accounting
Jennifer Bruns's Wells Fargo Insurance Services Experience June 2007 - June 2011
Job Settlement Officer at PGP Title for Pulte Homes
Industry Financial Services
Experience
PGP Title for Pulte Homes August 2012 - Present
Wells Fargo Insurance Services June 2007 - June 2011
Lakewood Homes 2004 - 2007
Skills
Real Estate, Banking, Financial Analysis, Budgets, Underwriting
Education
University of Phoenix 2008 — 2010
Bachelors, Business Management
University of Phoenix
PGP Title for Pulte Homes August 2012 - Present
Wells Fargo Insurance Services June 2007 - June 2011
Lakewood Homes 2004 - 2007
Skills
Real Estate, Banking, Financial Analysis, Budgets, Underwriting
Education
University of Phoenix 2008 — 2010
Bachelors, Business Management
University of Phoenix
Hal Guice's Wells Fargo Insurance Services Experience July 2015 - Present
Job Senior Vice President at Trinity Consulting
Industry Insurance
Experience
Wells Fargo Insurance Services July 2015 - Present
Trinity Consulting January 2012 - July 2015
Knauff Insurance January 2000 - January 2012
Marsh February 1989 - January 2000
Skills
Commercial Insurance, Workers Compensation, Legal Liability, Property & Casualty..., Insurance, Casualty, Professional Liability
Education
University of North Carolina at Charlotte 1981 — 1985
Wells Fargo Insurance Services July 2015 - Present
Trinity Consulting January 2012 - July 2015
Knauff Insurance January 2000 - January 2012
Marsh February 1989 - January 2000
Skills
Commercial Insurance, Workers Compensation, Legal Liability, Property & Casualty..., Insurance, Casualty, Professional Liability
Education
University of North Carolina at Charlotte 1981 — 1985
John Kempt II's Wells Fargo Insurance Services Experience February 2004 - October 2010
Job General Dynamics
Industry Human Resources
Experience
General Dynamics March 2015 - Present
AK Steel Corporation November 2010 - Present
Wells Fargo Insurance Services February 2004 - October 2010
Skills
Insurance, Risk Management, Customer Service, Leadership, Process Improvement, Team Building, Employee Benefits, Sales, Coaching
Education
University of North Texas 1989 — 1992
Insurance / Risk Management
General Dynamics March 2015 - Present
AK Steel Corporation November 2010 - Present
Wells Fargo Insurance Services February 2004 - October 2010
Skills
Insurance, Risk Management, Customer Service, Leadership, Process Improvement, Team Building, Employee Benefits, Sales, Coaching
Education
University of North Texas 1989 — 1992
Insurance / Risk Management
Jacqui Palmer, MSOD's Wells Fargo Insurance Services Experience March 2014 - May 2015
Job Instructional Design Consultant at Wells Fargo Wealth, Brokerage and Retirement
Industry Financial Services
Experience
Wells Fargo Wealth, Brokerage and Retirement May 2015 - Present
Wells Fargo Insurance Services March 2014 - May 2015
Wells Fargo Home Mortgage March 2012 - March 2014
Wells Fargo January 2008 - March 2012
Wells Fargo November 2005 - January 2008
TQ3Navigant October 2004 - November 2005
American Express December 1999 - May 2004
Skills
Training, Management, Analysis, Workshop Facilitation, Sales, Microsoft Office, Sales Management, Time Management, Organizational..., Leadership Development, Performance Management, Change Management, Process Improvement, Coaching, Employee Relations, Customer Service
Education
University of San Francisco 2006 — 2009
Masters of Science, Organizational Development
University of Phoenix 2001 — 2005
Bachelors of Science, Business Management
Wells Fargo Wealth, Brokerage and Retirement May 2015 - Present
Wells Fargo Insurance Services March 2014 - May 2015
Wells Fargo Home Mortgage March 2012 - March 2014
Wells Fargo January 2008 - March 2012
Wells Fargo November 2005 - January 2008
TQ3Navigant October 2004 - November 2005
American Express December 1999 - May 2004
Skills
Training, Management, Analysis, Workshop Facilitation, Sales, Microsoft Office, Sales Management, Time Management, Organizational..., Leadership Development, Performance Management, Change Management, Process Improvement, Coaching, Employee Relations, Customer Service
Education
University of San Francisco 2006 — 2009
Masters of Science, Organizational Development
University of Phoenix 2001 — 2005
Bachelors of Science, Business Management
Jonathon Prescott's Wells Fargo Insurance Services Experience July 2015 - Present
Job Analytics Consultant at Wells Fargo Insurance Services
Industry Banking
Experience
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo June 2011 - February 2013
Wachovia, A Wells Fargo Company March 2010 - June 2011
Wachovia, A Wells Fargo Company October 2005 - March 2010
Wachovia, A Wells Fargo Company May 2004 - October 2005
Skills
Retirement, Banking, Mutual Funds, Team Building, Finance, Wealth Management, Leadership, Financial Services, Financial Analysis, Microsoft Excel, Time Management, Risk Management
Education
University of North Carolina at Charlotte 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo June 2011 - February 2013
Wachovia, A Wells Fargo Company March 2010 - June 2011
Wachovia, A Wells Fargo Company October 2005 - March 2010
Wachovia, A Wells Fargo Company May 2004 - October 2005
Skills
Retirement, Banking, Mutual Funds, Team Building, Finance, Wealth Management, Leadership, Financial Services, Financial Analysis, Microsoft Excel, Time Management, Risk Management
Education
University of North Carolina at Charlotte 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte
Bachelor of Business Administration (B.B.A.), Finance, General
Andrea Kim's Wells Fargo Insurance Services Experience July 2013 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2013 - Present
Frenkel & Co., Inc. May 2005 - July 2013
Marsh February 2002 - October 2004
Aon Risk Services November 1992 - February 2002
Skills
Property, Casualty, Commercial Insurance, Professional Liability, Property & Casualty..., Liability, Legal Liability, Underwriting, Brokers, Workers Compensation, Insurance, Umbrella Insurance, Commercial Lines, Employment Practices..., Reinsurance, Risk Management, Excess, Financial Risk
Education
University of Minnesota-Twin Cities 1986 — 1991
B.A., Psychology
Wells Fargo Insurance Services July 2013 - Present
Frenkel & Co., Inc. May 2005 - July 2013
Marsh February 2002 - October 2004
Aon Risk Services November 1992 - February 2002
Skills
Property, Casualty, Commercial Insurance, Professional Liability, Property & Casualty..., Liability, Legal Liability, Underwriting, Brokers, Workers Compensation, Insurance, Umbrella Insurance, Commercial Lines, Employment Practices..., Reinsurance, Risk Management, Excess, Financial Risk
Education
University of Minnesota-Twin Cities 1986 — 1991
B.A., Psychology
Scott Raw's Wells Fargo Insurance Services Experience September 2013 - Present
Job Insurance Service Specialist
Industry Insurance
Experience
Wells Fargo Insurance Services September 2013 - Present
State Farm Insurance June 2011 - September 2013
Skills
Life Insurance, Property, Health Insurance, Casualty, Casualty Insurance, Sales, Underwriting, Customer Service, Account Management, Insurance
Education
University of Minnesota Duluth 1999 — 2004
Wells Fargo Insurance Services September 2013 - Present
State Farm Insurance June 2011 - September 2013
Skills
Life Insurance, Property, Health Insurance, Casualty, Casualty Insurance, Sales, Underwriting, Customer Service, Account Management, Insurance
Education
University of Minnesota Duluth 1999 — 2004
Candice Bendorf's Wells Fargo Insurance Services Experience November 2006 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2006 - Present
BlueCross and BlueShield of NC November 2004 - November 2006
Skills
Insurance, Sales, Account Management, Salesforce.com, Relationship Management, Disability Insurance, Life Insurance, Employee Benefits
Education
University of North Carolina at Greensboro 1994 — 1998
Educational Psychology
Wells Fargo Insurance Services November 2006 - Present
BlueCross and BlueShield of NC November 2004 - November 2006
Skills
Insurance, Sales, Account Management, Salesforce.com, Relationship Management, Disability Insurance, Life Insurance, Employee Benefits
Education
University of North Carolina at Greensboro 1994 — 1998
Educational Psychology
Gerry Roberts's Wells Fargo Insurance Services Experience
Job SeniorVice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services
Skills
Risk Management, Underwriting, Workers Compensation, Insurance, Property & Casualty..., Excess, Liability, Commercial Insurance, Brokers, Legal Liability, Casualty
Education
University of Nevada-Reno 1963 — 1967
Bachelor's, Business Administration
Wells Fargo Insurance Services
Skills
Risk Management, Underwriting, Workers Compensation, Insurance, Property & Casualty..., Excess, Liability, Commercial Insurance, Brokers, Legal Liability, Casualty
Education
University of Nevada-Reno 1963 — 1967
Bachelor's, Business Administration
Welo Ahata's Wells Fargo Insurance Services Experience July 2009 - Present
Job Operation Accounting at Wells Fargo Insurance Services
Industry
Experience
Wells Fargo Insurance Services July 2009 - Present
Wells Fargo 2007 - 2009
Education
UNC Charlotte 2006 — 2008
Bachelor of Science (BS), Finance, General
Wells Fargo Insurance Services July 2009 - Present
Wells Fargo 2007 - 2009
Education
UNC Charlotte 2006 — 2008
Bachelor of Science (BS), Finance, General
Lowell Faa's Wells Fargo Insurance Services Experience April 1996 - Present
Job vice president at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 1996 - Present
Rothschild Bell & Walseth April 1981 - April 1996
Education
University of Minnesota-Twin Cities
Winona State University
B>A> business administration
Wells Fargo Insurance Services April 1996 - Present
Rothschild Bell & Walseth April 1981 - April 1996
Education
University of Minnesota-Twin Cities
Winona State University
B>A> business administration
Gordon Maitland's Wells Fargo Insurance Services Experience February 2012 - May 2014
Job Vice President at Huntington Insurance
Industry Insurance
Experience
Huntington Insurance June 2014 - Present
Wells Fargo Insurance Services February 2012 - May 2014
Willis of Michigan, Inc. July 2009 - February 2012
Marsh USA Inc. November 2000 - July 2009
Skills
Underwriting, Risk Management, Employee Benefits, Sales Management, Property & Casualty...
Education
Wayne State University 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1988 — 1992
Bachelor of Arts (BA), Economics
University Liggett
Huntington Insurance June 2014 - Present
Wells Fargo Insurance Services February 2012 - May 2014
Willis of Michigan, Inc. July 2009 - February 2012
Marsh USA Inc. November 2000 - July 2009
Skills
Underwriting, Risk Management, Employee Benefits, Sales Management, Property & Casualty...
Education
Wayne State University 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1988 — 1992
Bachelor of Arts (BA), Economics
University Liggett
Jill McDonough's Wells Fargo Insurance Services Experience July 2004 - July 2014
Job Manager, Employee Benefits Operations at Marsh & McLennan Agency Upper Midwest
Industry Insurance
Experience
Marsh & McLennan Agency - Upper Midwest September 2014 - Present
Wells Fargo Insurance Services July 2004 - July 2014
Hanratty & Associates September 1999 - July 2004
Skills
Medical Insurance..., Dental Insurance, Life & Health Insurance..., Disability Insurance, Voluntary Employee..., Health Care Reform, COBRA, Benefits Administration, Commercial Insurance, Health Savings Accounts, Sales, Account Management, Underwriting, Sales Management, Customer Service, Employee Benefits, Brokers, Life Insurance, Insurance, Cold Calling, Health Insurance
Education
Argosy University Twin Cities 1999 — 2001
Associate's Degree, Medical Assisting, 3.5
University of Minnesota-Twin Cities 1998 — 1999
General Studies, 3.0
Marsh & McLennan Agency - Upper Midwest September 2014 - Present
Wells Fargo Insurance Services July 2004 - July 2014
Hanratty & Associates September 1999 - July 2004
Skills
Medical Insurance..., Dental Insurance, Life & Health Insurance..., Disability Insurance, Voluntary Employee..., Health Care Reform, COBRA, Benefits Administration, Commercial Insurance, Health Savings Accounts, Sales, Account Management, Underwriting, Sales Management, Customer Service, Employee Benefits, Brokers, Life Insurance, Insurance, Cold Calling, Health Insurance
Education
Argosy University Twin Cities 1999 — 2001
Associate's Degree, Medical Assisting, 3.5
University of Minnesota-Twin Cities 1998 — 1999
General Studies, 3.0
Steve Kenerson's Wells Fargo Insurance Services Experience 2011 - 2012
Job Client Executive at Hylant
Industry Insurance
Experience
Hylant May 2013 - Present
Wells Fargo Insurance Services 2011 - 2012
Marsh March 2005 - April 2011
Hays Companies 2000 - 2003
Hays Companies 2000 - 2003
Hays Companies 2000 - 2003
Hays Companies 2000 - 2003
Skills
Property & Casualty..., Medical Malpractice, Lifesciences, Workers Compensation, Sales, Commercial Insurance, Underwriting, Manage Client..., Licensed Life & Health..., Licensed Property &...
Education
University of Minnesota-Twin Cities
Hylant May 2013 - Present
Wells Fargo Insurance Services 2011 - 2012
Marsh March 2005 - April 2011
Hays Companies 2000 - 2003
Hays Companies 2000 - 2003
Hays Companies 2000 - 2003
Hays Companies 2000 - 2003
Skills
Property & Casualty..., Medical Malpractice, Lifesciences, Workers Compensation, Sales, Commercial Insurance, Underwriting, Manage Client..., Licensed Life & Health..., Licensed Property &...
Education
University of Minnesota-Twin Cities
Amanda Babbidge's Wells Fargo Insurance Services Experience 2001 - 2007
Job Account Manager at Cameron M Harris & Company
Industry Insurance
Experience
Cameron M Harris & Company 2014 - Present
Brown and Brown Insurance 2012 - 2014
Independent Contractor 2007 - 2012
Wells Fargo Insurance Services 2001 - 2007
Starr Electric Company, Inc. 1999 - 2001
Skills
Insurance, Marketing, Disability Insurance, Sales, Negotiation, Human Resources, Management, Employee Benefits
Education
UNC Charlotte 1994 — 1998
Bachelor's degree, Elementary Education and Teaching
Cameron M Harris & Company 2014 - Present
Brown and Brown Insurance 2012 - 2014
Independent Contractor 2007 - 2012
Wells Fargo Insurance Services 2001 - 2007
Starr Electric Company, Inc. 1999 - 2001
Skills
Insurance, Marketing, Disability Insurance, Sales, Negotiation, Human Resources, Management, Employee Benefits
Education
UNC Charlotte 1994 — 1998
Bachelor's degree, Elementary Education and Teaching
Sandy Schopp's Wells Fargo Insurance Services Experience September 2011 - Present
Job Sales Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2011 - Present
ISU Stetson-Beemer & Co. May 1998 - September 2011
Sierra Health Services, Inc. April 1990 - April 1994
Skills
Employee Benefits
Education
University of Nevada-Reno
Wells Fargo Insurance Services September 2011 - Present
ISU Stetson-Beemer & Co. May 1998 - September 2011
Sierra Health Services, Inc. April 1990 - April 1994
Skills
Employee Benefits
Education
University of Nevada-Reno
Taria Mack's Wells Fargo Insurance Services Experience May 2007 - March 2013
Job Experienced Administrative Assistant and Receptionist
Industry Insurance
Experience
Lillie D'or Spa & Salon October 2013 - Present
Wells Fargo Insurance Services May 2007 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, QuickBooks, Administrative..., Notary Public, Multi-task & Handle..., Lotus Notes, SAP, Salesforce, Millenium
Education
University of Phoenix 2013 — 2017
Associate of Arts (AA)
Lillie D'or Spa & Salon October 2013 - Present
Wells Fargo Insurance Services May 2007 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, QuickBooks, Administrative..., Notary Public, Multi-task & Handle..., Lotus Notes, SAP, Salesforce, Millenium
Education
University of Phoenix 2013 — 2017
Associate of Arts (AA)
Stephanie Hanley's Wells Fargo Insurance Services Experience June 2005 - August 2007
Job Claims Specialist I at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2012 - Present
Western National Insurance August 2007 - February 2012
Wells Fargo Insurance Services June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Phoenix 2007 — 2008
Associate of Arts (A.A.), Psychology
Liberty Mutual Insurance February 2012 - Present
Western National Insurance August 2007 - February 2012
Wells Fargo Insurance Services June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Phoenix 2007 — 2008
Associate of Arts (A.A.), Psychology
Bob McMenamin's Wells Fargo Insurance Services Experience June 2003 - Present
Job
Industry Insurance
Experience
Wells Fargo Insurance Services June 2003 - Present
Education
University of Notre Dame
Delbarton School
Wells Fargo Insurance Services June 2003 - Present
Education
University of Notre Dame
Delbarton School
Angela Hester's Wells Fargo Insurance Services Experience August 2006 - Present
Job Employee Benefits Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2006 - Present
Wachovia Insurance Services September 2002 - September 2008
Cameron M. Harris & Company June 2000 - September 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of North Carolina at Wilmington
Bachelor of Science (B.S.), Accounting
Wells Fargo Insurance Services August 2006 - Present
Wachovia Insurance Services September 2002 - September 2008
Cameron M. Harris & Company June 2000 - September 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of North Carolina at Wilmington
Bachelor of Science (B.S.), Accounting
Citeria McCaleb's Wells Fargo Insurance Services Experience August 2013 - Present
Job Wells Fargo Insurance Account Assistant
Industry Insurance
Experience
Wells Fargo Insurance Services August 2013 - Present
Healthtrax Fitness & Wellness August 2012 - November 2013
Resources for Seniors July 2009 - August 2012
Skills
Silver Sneakers, Seniors, Fitness, Fitness Instruction, Operations Management, Fitness Center, Assisted Living, Program Management, Retirement Communities, Insurance, Property & Casualty..., Commercial Insurance
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Sports and Exercise Science
Wells Fargo Insurance Services August 2013 - Present
Healthtrax Fitness & Wellness August 2012 - November 2013
Resources for Seniors July 2009 - August 2012
Skills
Silver Sneakers, Seniors, Fitness, Fitness Instruction, Operations Management, Fitness Center, Assisted Living, Program Management, Retirement Communities, Insurance, Property & Casualty..., Commercial Insurance
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Sports and Exercise Science
Del Johnson's Wells Fargo Insurance Services Experience November 2010 - Present
Job
Industry Insurance
Experience
Wells Fargo Insurance Services November 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 1965 — 1969
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Sweet Home Union High School 1960 — 1964
Wells Fargo Insurance Services November 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 1965 — 1969
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Sweet Home Union High School 1960 — 1964