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
Carole Collins Carole Collins's Wells Fargo Insurance Services Experience November 2003 - Present
Job Human Resources at Wells Fargo Insurance Services
Industry Human Resources
Experience
Wells Fargo Insurance Services November 2003 - Present
EDAW April 1997 - November 1999
Earth Tech July 1980 - April 1997
Skills
Benefits Administration, Employee Benefits, Insurance, Employee Relations, Human Resources, Health Insurance, Workers Compensation, Onboarding, Property & Casualty...
Education
California State University-Long Beach
Bachelor of Arts, Sociology
Pitzer College
Wells Fargo Insurance Services November 2003 - Present
EDAW April 1997 - November 1999
Earth Tech July 1980 - April 1997
Skills
Benefits Administration, Employee Benefits, Insurance, Employee Relations, Human Resources, Health Insurance, Workers Compensation, Onboarding, Property & Casualty...
Education
California State University-Long Beach
Bachelor of Arts, Sociology
Pitzer College
Rebecca (Engle) Mulqueeney Rebecca (Engle) Mulqueeney's Wells Fargo Insurance Services Experience January 2014 - March 2015
Job Client Manager, Employee Benefits, Gallagher Benefit Services
Industry Insurance
Experience
Arthur J. Gallagher International March 2015 - Present
Wells Fargo Insurance Services January 2014 - March 2015
Howard Schiff Insurance Agency - Farmers Inc. June 2013 - January 2014
2 school districts August 2009 - June 2013
Koolfog, Inc. November 2005 - August 2009
Wirestone LLC April 1999 - June 2002
Marsh August 1997 - April 1999
The 3DO Company July 1994 - May 1997
Skills
Customer Service, Insurance, Account Management, Team Building, Health Insurance, Marketing, Employee Benefits, Disability Insurance, Life Insurance, Property, Call Centers, Customer Retention, Sales
Education
Brandman University, Part of the Chapman University System 2007 — 2009
Teaching Credential, Special Education, 3.8 gpa
California State University-Los Angeles 1989 — 1991
Bachelor of Science (BS), Vocational Rehabilitation Counseling/Counselor, 3.14 gpa
Arthur J. Gallagher International March 2015 - Present
Wells Fargo Insurance Services January 2014 - March 2015
Howard Schiff Insurance Agency - Farmers Inc. June 2013 - January 2014
2 school districts August 2009 - June 2013
Koolfog, Inc. November 2005 - August 2009
Wirestone LLC April 1999 - June 2002
Marsh August 1997 - April 1999
The 3DO Company July 1994 - May 1997
Skills
Customer Service, Insurance, Account Management, Team Building, Health Insurance, Marketing, Employee Benefits, Disability Insurance, Life Insurance, Property, Call Centers, Customer Retention, Sales
Education
Brandman University, Part of the Chapman University System 2007 — 2009
Teaching Credential, Special Education, 3.8 gpa
California State University-Los Angeles 1989 — 1991
Bachelor of Science (BS), Vocational Rehabilitation Counseling/Counselor, 3.14 gpa
Don Dyer Don Dyer's Wells Fargo Insurance Services Experience July 2010 - June 2011
Job Executive Director at Alaska Moose Federation
Industry Market Research
Experience
MatSu Economic Development Corporation May 2014 - Present
Alaska Moose Federation June 2015 - Present
Polaris Wealth Stratagies LLC August 2014 - Present
Matanuska-Susitna Borough March 2012 - April 2014
Wells Fargo Insurance Services July 2010 - June 2011
Wells Fargo Home Mortgage January 2010 - June 2010
Envision Lending Group June 2005 - December 2009
Central Council for Tlingit and Haida Indian Tribes of Alaska May 2004 - May 2005
Independent IT Project Consultant March 2002 - May 2004
Modus Media International 2000 - 2002
Skills
Public Speaking, Strategic Planning, Team Building, Budgets, Customer Service, Policy, Program Management, Microsoft Office, Marketing, Leadership, Management, Analysis, Contract Negotiation, New Business Development, Sales Management, Negotiation, Project Planning, Economic Development, Government, Nonprofits, Fundraising, Small Business, Leadership Development, Entrepreneurship, Public Relations, Training, Organizational..., Social Media, Community Outreach, Grant Writing, Proposal Writing, Community Development, Program Development, Volunteer Management, Workforce Development, Grants, Sales, Event Planning, Public Policy, Research, Staff Development, Data Analysis, Social Networking, Project Management, Policy Analysis, Strategy, Marketing Strategy, Event Management, Social Media Marketing, Consulting
Education
Brigham Young University 1988 — 1990
Business
El Camino College 1983 — 1984
General Studies
MatSu Economic Development Corporation May 2014 - Present
Alaska Moose Federation June 2015 - Present
Polaris Wealth Stratagies LLC August 2014 - Present
Matanuska-Susitna Borough March 2012 - April 2014
Wells Fargo Insurance Services July 2010 - June 2011
Wells Fargo Home Mortgage January 2010 - June 2010
Envision Lending Group June 2005 - December 2009
Central Council for Tlingit and Haida Indian Tribes of Alaska May 2004 - May 2005
Independent IT Project Consultant March 2002 - May 2004
Modus Media International 2000 - 2002
Skills
Public Speaking, Strategic Planning, Team Building, Budgets, Customer Service, Policy, Program Management, Microsoft Office, Marketing, Leadership, Management, Analysis, Contract Negotiation, New Business Development, Sales Management, Negotiation, Project Planning, Economic Development, Government, Nonprofits, Fundraising, Small Business, Leadership Development, Entrepreneurship, Public Relations, Training, Organizational..., Social Media, Community Outreach, Grant Writing, Proposal Writing, Community Development, Program Development, Volunteer Management, Workforce Development, Grants, Sales, Event Planning, Public Policy, Research, Staff Development, Data Analysis, Social Networking, Project Management, Policy Analysis, Strategy, Marketing Strategy, Event Management, Social Media Marketing, Consulting
Education
Brigham Young University 1988 — 1990
Business
El Camino College 1983 — 1984
General Studies
Kelly Reckner Kelly Reckner's Wells Fargo Insurance Services Experience October 2006 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services October 2006 - Present
Skills
Underwriting, Insurance, Account Management, Property & Casualty..., Commercial Insurance, Brokers, Professional Liability, Commercial Lines, Casualty, General Insurance, Liability, Employment Practices..., Legal Liability, D&O, Umbrella Insurance, Risk Management, Workers Compensation, Claim, Health Savings Accounts, Negotiation, Strategic Planning, Team Building, Excess, Microsoft Excel, Public Speaking, Customer Service
Education
CSU Sacramento 2000 — 2006
Bachelor of Arts (B.A.), Finance and Risk Management
Wells Fargo Insurance Services October 2006 - Present
Skills
Underwriting, Insurance, Account Management, Property & Casualty..., Commercial Insurance, Brokers, Professional Liability, Commercial Lines, Casualty, General Insurance, Liability, Employment Practices..., Legal Liability, D&O, Umbrella Insurance, Risk Management, Workers Compensation, Claim, Health Savings Accounts, Negotiation, Strategic Planning, Team Building, Excess, Microsoft Excel, Public Speaking, Customer Service
Education
CSU Sacramento 2000 — 2006
Bachelor of Arts (B.A.), Finance and Risk Management
Lori Quinn Lori Quinn's Wells Fargo Insurance Services Experience 2003 - July 2012
Job SaaS Implementation Manager at RegEd
Industry Insurance
Experience
RegEd May 2015 - Present
Wells Fargo October 2012 - March 2015
Wells Fargo Insurance Services 2003 - July 2012
UVEST Financial Services February 2001 - May 2003
Transamerica 1995 - 2000
Skills
Insurance, Health Insurance, Brokers, Variable Annuities, Fixed Annuities, Operations Management, Mergers, Aquisition, Customer Service, Microsoft Excel, Microsoft Word, Notary Public, Risk Management, Training, Account Management, Employee Benefits, Mergers & Acquisitions, Coaching, Financial Services, Sales, Call Centers, Management, Relationship Management, Team Building, Change Management
Education
Berkshire Community College
Associate of Science (A.S.), Computer Science
RegEd May 2015 - Present
Wells Fargo October 2012 - March 2015
Wells Fargo Insurance Services 2003 - July 2012
UVEST Financial Services February 2001 - May 2003
Transamerica 1995 - 2000
Skills
Insurance, Health Insurance, Brokers, Variable Annuities, Fixed Annuities, Operations Management, Mergers, Aquisition, Customer Service, Microsoft Excel, Microsoft Word, Notary Public, Risk Management, Training, Account Management, Employee Benefits, Mergers & Acquisitions, Coaching, Financial Services, Sales, Call Centers, Management, Relationship Management, Team Building, Change Management
Education
Berkshire Community College
Associate of Science (A.S.), Computer Science
Dennis Bass Dennis Bass's Wells Fargo Insurance Services Experience 2014 - Present
Job Managing Director Nevada at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services 2014 - Present
Wells Fargo Insurance Services 2007 - 2014
Wells Fargo Insurance Services 2001 - 2007
California State Automobile Association (AAA) 1988 - 2001
Skills
Asset Based Lending
Education
California State University-Chico 1985 — 1987
BS, Finance
College of the Redwoods 1982 — 1984
Associate of Arts (AA)
Wells Fargo Insurance Services 2014 - Present
Wells Fargo Insurance Services 2007 - 2014
Wells Fargo Insurance Services 2001 - 2007
California State Automobile Association (AAA) 1988 - 2001
Skills
Asset Based Lending
Education
California State University-Chico 1985 — 1987
BS, Finance
College of the Redwoods 1982 — 1984
Associate of Arts (AA)
Eddie Del Canto Eddie Del Canto's Wells Fargo Insurance Services Experience January 2010 - January 2011
Job Director of Business Development at CompSure Insurance Solutions LLC
Industry Insurance
Experience
CompSure Insurance Solutions LLC July 2014 - Present
Medata Inc. April 2013 - 2014
Hays Companies January 2011 - July 2012
Wells Fargo Insurance Services January 2010 - January 2011
Pacific Compensation Insurance Company 2003 - 2009
Liberty Mutual Insurance 1999 - 2003
Skills
Workers Compensation, Commercial Insurance, Insurance, Casualty, Property & Casualty..., Risk Management, Claim, Umbrella Insurance, Process Improvement, Strategic Planning, Liability, Brokers
Education
California State University San Marcos 2004 — 2006
B.S., Business
California Institute of the Arts
CompSure Insurance Solutions LLC July 2014 - Present
Medata Inc. April 2013 - 2014
Hays Companies January 2011 - July 2012
Wells Fargo Insurance Services January 2010 - January 2011
Pacific Compensation Insurance Company 2003 - 2009
Liberty Mutual Insurance 1999 - 2003
Skills
Workers Compensation, Commercial Insurance, Insurance, Casualty, Property & Casualty..., Risk Management, Claim, Umbrella Insurance, Process Improvement, Strategic Planning, Liability, Brokers
Education
California State University San Marcos 2004 — 2006
B.S., Business
California Institute of the Arts
Jannia Castillo Jannia Castillo's Wells Fargo Insurance Services Experience November 2013 - Present
Job Employee Benefits at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services November 2013 - Present
Carnival Corporation March 2013 - July 2013
American Express Business Travel April 2005 - October 2011
American Express Private Bank April 2005 - April 2007
Marriott International July 2002 - September 2004
Marriott International January 2001 - July 2002
Skills
Customer Service, PowerPoint, Microsoft Office, Lotus Notes, Microsoft Excel, MS Excel Pivot Tables, Customer Engagement, Project Coordination, Visio, Outlook, Project Planning, Event Planning, Event Management, Hospitality, Executive..., Research, Communication Skills, Discrepancy Resolution, Handle Confidential..., Organizational Structure, Outstanding time..., Purchasing, Expense Management, Travel Management, Work Independently with..., Time Management
Education
Florida International University
Bachelor of Business Administration (BBA), Business Administration & Human Resource Management
Broward College
Associate of Arts (AA)
Wells Fargo Insurance Services November 2013 - Present
Carnival Corporation March 2013 - July 2013
American Express Business Travel April 2005 - October 2011
American Express Private Bank April 2005 - April 2007
Marriott International July 2002 - September 2004
Marriott International January 2001 - July 2002
Skills
Customer Service, PowerPoint, Microsoft Office, Lotus Notes, Microsoft Excel, MS Excel Pivot Tables, Customer Engagement, Project Coordination, Visio, Outlook, Project Planning, Event Planning, Event Management, Hospitality, Executive..., Research, Communication Skills, Discrepancy Resolution, Handle Confidential..., Organizational Structure, Outstanding time..., Purchasing, Expense Management, Travel Management, Work Independently with..., Time Management
Education
Florida International University
Bachelor of Business Administration (BBA), Business Administration & Human Resource Management
Broward College
Associate of Arts (AA)
Melissa Christopherson Melissa Christopherson's Wells Fargo Insurance Services Experience December 2008 - September 2013
Job Vice President, Senior Placement Specialist at Marsh
Industry Insurance
Experience
Marsh July 2014 - Present
Willis September 2013 - July 2014
Wells Fargo Insurance Services December 2008 - September 2013
Wells Fargo Insurance Services June 2004 - December 2008
ECC Insurance Brokers March 2003 - June 2004
Great West Casualty Company November 2001 - December 2002
Skills
Insurance, Underwriting, Commercial Insurance, Property & Casualty..., Marketing, Real Estate, Property Management, Brokers, Commercial Lines, Casualty, Customer Service, Health Savings Accounts
Education
Benedictine University 2010 — 2013
Masters of Business Administration
Benedictine University
Business Administration
University of Missouri-Columbia
Business Administration
Marsh July 2014 - Present
Willis September 2013 - July 2014
Wells Fargo Insurance Services December 2008 - September 2013
Wells Fargo Insurance Services June 2004 - December 2008
ECC Insurance Brokers March 2003 - June 2004
Great West Casualty Company November 2001 - December 2002
Skills
Insurance, Underwriting, Commercial Insurance, Property & Casualty..., Marketing, Real Estate, Property Management, Brokers, Commercial Lines, Casualty, Customer Service, Health Savings Accounts
Education
Benedictine University 2010 — 2013
Masters of Business Administration
Benedictine University
Business Administration
University of Missouri-Columbia
Business Administration
Paul Lazar Paul Lazar's Wells Fargo Insurance Services Experience September 2009 - January 2013
Job Director Operations and Staffing at Vaco Atlanta (6789875065)
Industry Staffing and Recruiting
Experience
Vaco January 2013 - Present
Wells Fargo Insurance Services September 2009 - January 2013
Integro Insurance Brokers June 2006 - September 2009
Marsh June 2000 - May 2006
Per-Se Tecnologies 1997 - 2000
Skills
Risk Management, Sarbanes-Oxley Act, CRM, Internal Audit, Expense Management, Territory Management, Forecasting, Employee Benefits, Leadership, Cash Management, Finance, Banking, Salesforce.com, Insurance, Networking, New Business Development, Budgets, Sales Force Development, Management, Strategy, Property & Casualty..., Recruiting, Sales, Financial Analysis, Underwriting, Financial Risk, Captives, Business Development, Accounting, Executive Management, Accounts Payable, Financial Reporting, Contract Recruitment
Education
Kennesaw State University - Michael J. Coles College of Business 1995 — 1997
MBA, Finance
Binghamton University - School of Management 1983 — 1987
BS, Accounting
State University of New York at Binghamton 1983 — 1987
BS, Accounting
Vaco January 2013 - Present
Wells Fargo Insurance Services September 2009 - January 2013
Integro Insurance Brokers June 2006 - September 2009
Marsh June 2000 - May 2006
Per-Se Tecnologies 1997 - 2000
Skills
Risk Management, Sarbanes-Oxley Act, CRM, Internal Audit, Expense Management, Territory Management, Forecasting, Employee Benefits, Leadership, Cash Management, Finance, Banking, Salesforce.com, Insurance, Networking, New Business Development, Budgets, Sales Force Development, Management, Strategy, Property & Casualty..., Recruiting, Sales, Financial Analysis, Underwriting, Financial Risk, Captives, Business Development, Accounting, Executive Management, Accounts Payable, Financial Reporting, Contract Recruitment
Education
Kennesaw State University - Michael J. Coles College of Business 1995 — 1997
MBA, Finance
Binghamton University - School of Management 1983 — 1987
BS, Accounting
State University of New York at Binghamton 1983 — 1987
BS, Accounting
William Hernandez William Hernandez's Wells Fargo Insurance Services Experience 2005 - 2010
Job Assistant Vice President at Lockton Companies
Industry Insurance
Experience
Lockton Companies September 2012 - Present
Hays Companies November 2010 - 2012
Wells Fargo Insurance Services 2005 - 2010
Sander A. Kessler & Associates 2002 - 2005
HealthAmerica 1998 - 2001
Health Net 1997 - 1998
FHP Healthplan January 1997 - August 1997
Western Growers July 1987 - November 1991
Blue Cross of Southern California January 1972 - June 1987
Skills
Operations Management, Software Project..., New Business Development, Key Account Management, Underwriting Services, Organizational..., Team Building, Employee Benefits, Health Insurance, Healthcare Consulting, Strategic Consulting, Healthcare Reform, Marketing Services, Employee Training and..., Insurance Planning, Human Resources..., Wellness Programs, Contract Negotiation, Business Development, Personnel Management, Strategic Planning
Education
California State University-Los Angeles 2002 — 2006
BA - In Process, Computer Information Systems
San Gabriel Mission High Scool 1963 — 1967
Lockton Companies September 2012 - Present
Hays Companies November 2010 - 2012
Wells Fargo Insurance Services 2005 - 2010
Sander A. Kessler & Associates 2002 - 2005
HealthAmerica 1998 - 2001
Health Net 1997 - 1998
FHP Healthplan January 1997 - August 1997
Western Growers July 1987 - November 1991
Blue Cross of Southern California January 1972 - June 1987
Skills
Operations Management, Software Project..., New Business Development, Key Account Management, Underwriting Services, Organizational..., Team Building, Employee Benefits, Health Insurance, Healthcare Consulting, Strategic Consulting, Healthcare Reform, Marketing Services, Employee Training and..., Insurance Planning, Human Resources..., Wellness Programs, Contract Negotiation, Business Development, Personnel Management, Strategic Planning
Education
California State University-Los Angeles 2002 — 2006
BA - In Process, Computer Information Systems
San Gabriel Mission High Scool 1963 — 1967
Vince Juarez Vince Juarez's Wells Fargo Insurance Services Experience June 2011 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2011 - Present
JDRF August 2012 - Present
SACTO- Sacramento Area Commerce and Trade Organization July 2007 - August 2012
Jenkins Insurance Group (A Leavitt Group Affiliate) October 2003 - June 2011
Chubb November 2001 - October 2003
Skills
Leadership, Strategic Planning, Risk Management, New Business Development, Marketing Strategy, Underwriting, Business Development, Insurance, Account Management, Financial Analysis, Strategic Partnerships, Mergers & Acquisitions, Strategy, Team Building, Process Improvement, Project Management, Marketing, Executive Management, Management, Budgets, Business Planning, Sales, Start-ups, Salesforce.com, Program Management, Management Consulting, Sales Management, Cross-functional Team..., Entrepreneurship, Competitive Analysis, CRM, Business Strategy, Contract Negotiation, Product Management, Negotiation, Analysis, Customer Satisfaction
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
BS, Aeronautical Engineering
Christian Brothers 1985 — 1989
Wells Fargo Insurance Services June 2011 - Present
JDRF August 2012 - Present
SACTO- Sacramento Area Commerce and Trade Organization July 2007 - August 2012
Jenkins Insurance Group (A Leavitt Group Affiliate) October 2003 - June 2011
Chubb November 2001 - October 2003
Skills
Leadership, Strategic Planning, Risk Management, New Business Development, Marketing Strategy, Underwriting, Business Development, Insurance, Account Management, Financial Analysis, Strategic Partnerships, Mergers & Acquisitions, Strategy, Team Building, Process Improvement, Project Management, Marketing, Executive Management, Management, Budgets, Business Planning, Sales, Start-ups, Salesforce.com, Program Management, Management Consulting, Sales Management, Cross-functional Team..., Entrepreneurship, Competitive Analysis, CRM, Business Strategy, Contract Negotiation, Product Management, Negotiation, Analysis, Customer Satisfaction
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
BS, Aeronautical Engineering
Christian Brothers 1985 — 1989
Marney Wachter Marney Wachter's Wells Fargo Insurance Services Experience 2002 - 2009
Job Commercial Lines Account Manager at Cornerstone Associates Insurance Services, Inc.
Industry Insurance
Experience
Cornerstone Associates Insurance Services, Inc. August 2014 - October 2014
McClatchy Insurance Agency 2010 - 2012
Wells Fargo Insurance Services 2002 - 2009
John O. Bronson Co. 1996 - 2002
Owen Dunn Insurance Services 1995 - 1996
Skills
Workers Compensation, Risk Management, Property & Casualty..., Commercial Insurance, General Insurance, Casualty, Commercial Lines, Liability, Legal Liability, Customer Service, Underwriting, Umbrella Insurance, Professional Liability, Insurance, Brokers, Health Insurance, Claim, D&O, Life Insurance, Claims Management, Inland Marine, Employment Practices..., Directors & Officers..., Liability Analysis, Excess, Reinsurance, Insurance Brokerage
Education
Certified Insurance Service Representative (CISR)
CISR, Insurance
California State University-Sacramento 1980 — 1985
Bachelor of Science (B.S.), Business Administration, Human Resourses Management
Department of Insurance
Licensed Property Casualty Agent
Insurance Institute of America
AAI 81, AAI 82, IIA, Insurance 21
Cornerstone Associates Insurance Services, Inc. August 2014 - October 2014
McClatchy Insurance Agency 2010 - 2012
Wells Fargo Insurance Services 2002 - 2009
John O. Bronson Co. 1996 - 2002
Owen Dunn Insurance Services 1995 - 1996
Skills
Workers Compensation, Risk Management, Property & Casualty..., Commercial Insurance, General Insurance, Casualty, Commercial Lines, Liability, Legal Liability, Customer Service, Underwriting, Umbrella Insurance, Professional Liability, Insurance, Brokers, Health Insurance, Claim, D&O, Life Insurance, Claims Management, Inland Marine, Employment Practices..., Directors & Officers..., Liability Analysis, Excess, Reinsurance, Insurance Brokerage
Education
Certified Insurance Service Representative (CISR)
CISR, Insurance
California State University-Sacramento 1980 — 1985
Bachelor of Science (B.S.), Business Administration, Human Resourses Management
Department of Insurance
Licensed Property Casualty Agent
Insurance Institute of America
AAI 81, AAI 82, IIA, Insurance 21
Peter Munger Peter Munger's Wells Fargo Insurance Services Experience July 2012 - Present
Job SVP, Placement Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2012 - Present
Willis March 2010 - August 2012
Wells Fargo Insurance Services February 2005 - March 2010
Selective Insurance 1989 - 1992
Education
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.), Economics & History
Wells Fargo Insurance Services July 2012 - Present
Willis March 2010 - August 2012
Wells Fargo Insurance Services February 2005 - March 2010
Selective Insurance 1989 - 1992
Education
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.), Economics & History
Patti Weinberg's Wells Fargo Insurance Services Experience 1995 - Present
Job Senior Vice President at Wells Fargo Insurance Services USA, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services 1995 - Present
Skills
Insurance, Risk Management, Strategic Planning, New Business Development, Property & Casualty..., Employee Benefits, Underwriting, Brokers, Professional Liability, Financial Analysis, Commercial Insurance, Liability, Casualty, Workers Compensation, Commercial Lines, Legal Liability, General Insurance
Education
Boston University
BA, Sociology, Art History
College of Insurance
Diploma in Risk & Insurance
Wells Fargo Insurance Services 1995 - Present
Skills
Insurance, Risk Management, Strategic Planning, New Business Development, Property & Casualty..., Employee Benefits, Underwriting, Brokers, Professional Liability, Financial Analysis, Commercial Insurance, Liability, Casualty, Workers Compensation, Commercial Lines, Legal Liability, General Insurance
Education
Boston University
BA, Sociology, Art History
College of Insurance
Diploma in Risk & Insurance
Hariharan Busarapu Hariharan Busarapu's Wells Fargo Insurance Services Experience December 2009 - April 2013
Job Delivery Leader at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group February 2014 - Present
UnitedHealth Group October 2013 - January 2014
Fidelity National Financial April 2013 - September 2013
Wells Fargo Insurance Services December 2009 - April 2013
Cognizant Technology Solutions April 2005 - December 2009
HCL Technologies July 2000 - April 2005
Skills
VB.NET ,C#,, ASP.Net, ADO.Net, Web..., Microsoft SQL Server..., SSIS, Entity Framework, MS SQL Server 2008, SSRS, Entity Framework, SOA, Agile Methodologies, Microsoft SQL Server, WCF, Web Services, Project Management, Enterprise methodology, ASP.NET, ADO.NET, VB.NET, XML, ASP.NET MVC, LINQ
Education
Birla Institute of Technology and Science 2002 — 2005
Master of Science (MS), Software systems
PSG College of Technology 1996 — 2000
Bachelor of Engineering (BEng), Electronics and communication
UnitedHealth Group February 2014 - Present
UnitedHealth Group October 2013 - January 2014
Fidelity National Financial April 2013 - September 2013
Wells Fargo Insurance Services December 2009 - April 2013
Cognizant Technology Solutions April 2005 - December 2009
HCL Technologies July 2000 - April 2005
Skills
VB.NET ,C#,, ASP.Net, ADO.Net, Web..., Microsoft SQL Server..., SSIS, Entity Framework, MS SQL Server 2008, SSRS, Entity Framework, SOA, Agile Methodologies, Microsoft SQL Server, WCF, Web Services, Project Management, Enterprise methodology, ASP.NET, ADO.NET, VB.NET, XML, ASP.NET MVC, LINQ
Education
Birla Institute of Technology and Science 2002 — 2005
Master of Science (MS), Software systems
PSG College of Technology 1996 — 2000
Bachelor of Engineering (BEng), Electronics and communication
Caroline Callaway's Wells Fargo Insurance Services Experience May 2012 - March 2013
Job Senior Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo Insurance Services May 2012 - March 2013
Wells Fargo Bank NA April 2002 - May 2012
Comsys 1998 - 2004
Kaiser Permanente October 1994 - October 1997
Kaiser Permanente September 1984 - October 1994
Skills
Program Management, SDLC, Business Analysis, Vendor Management, Project Management, Databases, Leadership, Process Improvement, Enterprise Software, Management, Risk Management
Education
California State University-Chico
Wells Fargo March 2013 - Present
Wells Fargo Insurance Services May 2012 - March 2013
Wells Fargo Bank NA April 2002 - May 2012
Comsys 1998 - 2004
Kaiser Permanente October 1994 - October 1997
Kaiser Permanente September 1984 - October 1994
Skills
Program Management, SDLC, Business Analysis, Vendor Management, Project Management, Databases, Leadership, Process Improvement, Enterprise Software, Management, Risk Management
Education
California State University-Chico
Brian Stenklyft Brian Stenklyft's Wells Fargo Insurance Services Experience October 2014 - Present
Job Sales Executive at Wells Fargo Insurance Services, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services October 2014 - Present
BeneTrac, A Paychex Company January 2013 - October 2014
BeneTrac, A Paychex Company 2007 - January 2013
ADP 2006 - 2007
Pepsi Bottling Group 2003 - 2006
Skills
Employee Benefits, Sales, Human Resources, HRIS, Benefits Administration, New Business Development, Management, Leadership, Payroll, Recruiting, Training, Salesforce.com, Account Management, Insurance
Education
California State University-Fresno
B.A., Organizational Communication
Wells Fargo Insurance Services October 2014 - Present
BeneTrac, A Paychex Company January 2013 - October 2014
BeneTrac, A Paychex Company 2007 - January 2013
ADP 2006 - 2007
Pepsi Bottling Group 2003 - 2006
Skills
Employee Benefits, Sales, Human Resources, HRIS, Benefits Administration, New Business Development, Management, Leadership, Payroll, Recruiting, Training, Salesforce.com, Account Management, Insurance
Education
California State University-Fresno
B.A., Organizational Communication
Vincent Gandolfo Vincent Gandolfo's Wells Fargo Insurance Services Experience November 2002 - Present
Job Senior Vice President at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt February 2013 - Present
Wells Fargo Insurance Services November 2002 - Present
Wells Fargo Insurance Services December 2002 - February 2013
Frank Crystal & Co., Inc. September 1982 - September 2002
Skills
Employee Benefits, Brokerage, Group Insurance, Disability Insurance, Workers Compensation, Insurance, Underwriting, Healthcare, Benefits
Education
The American College 1990 — 1992
MSFS, Organizational Behavior Studies
Columbia Business School 1979 — 1980
MBA, Finance & Accounting
Bowdoin College 1973 — 1977
B.A., Mathematics
Aon Hewitt February 2013 - Present
Wells Fargo Insurance Services November 2002 - Present
Wells Fargo Insurance Services December 2002 - February 2013
Frank Crystal & Co., Inc. September 1982 - September 2002
Skills
Employee Benefits, Brokerage, Group Insurance, Disability Insurance, Workers Compensation, Insurance, Underwriting, Healthcare, Benefits
Education
The American College 1990 — 1992
MSFS, Organizational Behavior Studies
Columbia Business School 1979 — 1980
MBA, Finance & Accounting
Bowdoin College 1973 — 1977
B.A., Mathematics
Matt Maloy Matt Maloy's Wells Fargo Insurance Services Experience March 2013 - June 2014
Job MBA Candidate, Darden School of Business
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
Wells Fargo Insurance Services March 2013 - June 2014
The Surety Association of Georgia January 2012 - June 2014
ACE Group May 2011 - March 2013
Operation New Birmingham May 2009 - July 2009
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Birmingham-Southern College 2007 — 2011
B.A., Political Science, Philosophy, and Economics
Jefferies May 2015 - July 2015
Wells Fargo Insurance Services March 2013 - June 2014
The Surety Association of Georgia January 2012 - June 2014
ACE Group May 2011 - March 2013
Operation New Birmingham May 2009 - July 2009
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Birmingham-Southern College 2007 — 2011
B.A., Political Science, Philosophy, and Economics
Jay Brodsky Jay Brodsky's Wells Fargo Insurance Services Experience June 2004 - January 2007
Job Managing Director, DeWitt Stern Group
Industry Insurance
Experience
DeWitt Stern Group February 2007 - Present
Wells Fargo Insurance Services June 2004 - January 2007
Marsh February 1999 - May 2004
AIG 1997 - 1999
AIG 1993 - 1997
AIG 1988 - 1993
Skills
Policy Analysis, Deal Making, Conflict Resolution, Professional Liability, Insurance, Liability, Employment Practices..., Risk Management, Claim, Brokers, Excess, D&O, Casualty, Underwriting, Legal Liability, Fiduciary, Reinsurance, Errors & Omissions, Liability Analysis, General Insurance, Directors & Officers..., Captives, Health Insurance, Litigation Management, Inland Marine, Claims Management, Property & Casualty..., Private Equity, Policy, Umbrella Insurance, E&O, Management, Commercial Lines, Workers Compensation, Insurance Law, Employee Benefits, Corporate Governance, Insurance Brokerage, Litigation, Commercial Insurance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
JD, law
City University of New York-Brooklyn College 1973 — 1979
BA, TV & Radio Communications
DeWitt Stern Group February 2007 - Present
Wells Fargo Insurance Services June 2004 - January 2007
Marsh February 1999 - May 2004
AIG 1997 - 1999
AIG 1993 - 1997
AIG 1988 - 1993
Skills
Policy Analysis, Deal Making, Conflict Resolution, Professional Liability, Insurance, Liability, Employment Practices..., Risk Management, Claim, Brokers, Excess, D&O, Casualty, Underwriting, Legal Liability, Fiduciary, Reinsurance, Errors & Omissions, Liability Analysis, General Insurance, Directors & Officers..., Captives, Health Insurance, Litigation Management, Inland Marine, Claims Management, Property & Casualty..., Private Equity, Policy, Umbrella Insurance, E&O, Management, Commercial Lines, Workers Compensation, Insurance Law, Employee Benefits, Corporate Governance, Insurance Brokerage, Litigation, Commercial Insurance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
JD, law
City University of New York-Brooklyn College 1973 — 1979
BA, TV & Radio Communications
Vincent Gandolfo Vincent Gandolfo's Wells Fargo Insurance Services Experience December 2002 - January 2013
Job SVP at Aon Risk Solutions
Industry Financial Services
Experience
Aon Risk Solutions February 2013 - Present
Wells Fargo Insurance Services December 2002 - January 2013
Crystal & Company September 1982 - September 2002
Skills
Insurance, Financial Risk, Brokers, Property & Casualty..., Financial Services, General Insurance, Executive Benefit..., Healthcare Consulting, Management, Strategic Planning, Strategy, Mergers & Acquisitions, Disability Insurance, Employee Benefits, Underwriting, Risk Management, Health Insurance, Commercial Insurance, Leadership, Liability, Workers Compensation, Reinsurance, Professional Liability, Executive Benefit
Education
Columbia University - Columbia Business School 1979 — 1980
Master of Business Administration (MBA), Finance & Accounting
Bowdoin College 1973 — 1977
Bachelor of Arts (B.A.), Mathematics
Aon Risk Solutions February 2013 - Present
Wells Fargo Insurance Services December 2002 - January 2013
Crystal & Company September 1982 - September 2002
Skills
Insurance, Financial Risk, Brokers, Property & Casualty..., Financial Services, General Insurance, Executive Benefit..., Healthcare Consulting, Management, Strategic Planning, Strategy, Mergers & Acquisitions, Disability Insurance, Employee Benefits, Underwriting, Risk Management, Health Insurance, Commercial Insurance, Leadership, Liability, Workers Compensation, Reinsurance, Professional Liability, Executive Benefit
Education
Columbia University - Columbia Business School 1979 — 1980
Master of Business Administration (MBA), Finance & Accounting
Bowdoin College 1973 — 1977
Bachelor of Arts (B.A.), Mathematics
Tonya Keith, CPCU ARM Tonya Keith, CPCU ARM's Wells Fargo Insurance Services Experience September 2007 - Present
Job Regional Operations Analyst
Industry Insurance
Experience
Peaceful Chaos, LLC December 2014 - Present
Wells Fargo Insurance Services September 2007 - Present
Bryant Wharton Thompson April 2005 - September 2007
Bill Fralic Insurance Services Inc July 2004 - January 2005
Liberty Mutual Insurance 1999 - 2004
Skills
Insurance, Property & Casualty..., Risk Management, Training, Underwriting, Brokers, Team Building, Claim, Legal Liability, Commercial Insurance, Management, Account Management, Liability, Workers Compensation, Financial Risk, Casualty, Strategic Planning, Project Management, Employee Relations, Process Improvement, Operations Management, General Insurance, Microsoft Excel, Outlook, Commercial Lines, Microsoft Office, Claims Management, Compliance, Customer Service, Vendor Management, Change Management, Negotiation, Business Analysis, Liability Analysis, Professional Liability, Relationship Management, Customer Retention, International Insurance, Microsoft Sharepoint, Employee Training, Time Management, Organization Skills, Interior Design, Public Speaking, Communication, Small Business..., Event Planning
Education
Brenau University 2014 — 2015
Master of Business Administration (MBA), Project Management
Brenau University 2010 — 2012
Master of Business Administration (MBA), Insurance Management
Excelsior College 2008 — 2010
Bachelor of Science (B.S.), Risk Management and Insurance
Peaceful Chaos, LLC December 2014 - Present
Wells Fargo Insurance Services September 2007 - Present
Bryant Wharton Thompson April 2005 - September 2007
Bill Fralic Insurance Services Inc July 2004 - January 2005
Liberty Mutual Insurance 1999 - 2004
Skills
Insurance, Property & Casualty..., Risk Management, Training, Underwriting, Brokers, Team Building, Claim, Legal Liability, Commercial Insurance, Management, Account Management, Liability, Workers Compensation, Financial Risk, Casualty, Strategic Planning, Project Management, Employee Relations, Process Improvement, Operations Management, General Insurance, Microsoft Excel, Outlook, Commercial Lines, Microsoft Office, Claims Management, Compliance, Customer Service, Vendor Management, Change Management, Negotiation, Business Analysis, Liability Analysis, Professional Liability, Relationship Management, Customer Retention, International Insurance, Microsoft Sharepoint, Employee Training, Time Management, Organization Skills, Interior Design, Public Speaking, Communication, Small Business..., Event Planning
Education
Brenau University 2014 — 2015
Master of Business Administration (MBA), Project Management
Brenau University 2010 — 2012
Master of Business Administration (MBA), Insurance Management
Excelsior College 2008 — 2010
Bachelor of Science (B.S.), Risk Management and Insurance
Tanya Preston Tanya Preston's Wells Fargo Insurance Services Experience December 2004 - September 2007
Job Business Manager at Apple
Industry Computer Hardware
Experience
Apple April 2012 - Present
Apple March 2012 - April 2012
Apple May 2009 - April 2012
Wells Fargo Insurance Services December 2004 - September 2007
Vision Service Plan June 1999 - May 2004
Skills
CRM, Leadership, Management, Marketing, Sales, Team Building, Training, Business Planning, New Business Development, Team Management, Analysis, Strategic Planning, Networking, Retail, Negotiation
Education
California State University-Sacramento 1996 — 1999
Business Administration, International Business
Apple April 2012 - Present
Apple March 2012 - April 2012
Apple May 2009 - April 2012
Wells Fargo Insurance Services December 2004 - September 2007
Vision Service Plan June 1999 - May 2004
Skills
CRM, Leadership, Management, Marketing, Sales, Team Building, Training, Business Planning, New Business Development, Team Management, Analysis, Strategic Planning, Networking, Retail, Negotiation
Education
California State University-Sacramento 1996 — 1999
Business Administration, International Business
David Aird David Aird's Wells Fargo Insurance Services Experience October 2010 - May 2014
Job Commercial Insurance Agent at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 2010 - May 2014
James Banasky Insurance January 2007 - September 2010
Universal Business Insurance April 2004 - January 2007
Dale Barton Agency January 2003 - March 2005
Zions Insurance Agency October 2001 - January 2003
Grant Hatch & Associates, Inc. November 1997 - October 2001
Aird Insurance Agency June 1982 - September 1997
Skills
Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Life Insurance, Legal Liability, Casualty, Underwriting, Commercial Lines, Professional Liability, Brokers, D&O, Liability, Disability Insurance, Insurance Brokerage, Casualty Insurance, General Insurance, Umbrella Insurance, Risk Management, Employment Practices..., Inland Marine, Claims Management, Term Life Insurance, Excess, Claim, Liability Analysis, New Business Development, Sales, Reinsurance, Account Management, Customer Service, Strategic Planning, Management
Education
The American Institute for Property Casualty Underwriters 1991 — 1996
CPCU, Insurance
The Society of Certified Insurance Counselors 1984 — 1989
CIC, Insurance
University of Utah 1979 — 1984
Associate Degree, Business
California State University-Chico 1983 — 1983
PIABIS, Insurance
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 2010 - May 2014
James Banasky Insurance January 2007 - September 2010
Universal Business Insurance April 2004 - January 2007
Dale Barton Agency January 2003 - March 2005
Zions Insurance Agency October 2001 - January 2003
Grant Hatch & Associates, Inc. November 1997 - October 2001
Aird Insurance Agency June 1982 - September 1997
Skills
Workers Compensation, Commercial Insurance, Insurance, Property & Casualty..., Life Insurance, Legal Liability, Casualty, Underwriting, Commercial Lines, Professional Liability, Brokers, D&O, Liability, Disability Insurance, Insurance Brokerage, Casualty Insurance, General Insurance, Umbrella Insurance, Risk Management, Employment Practices..., Inland Marine, Claims Management, Term Life Insurance, Excess, Claim, Liability Analysis, New Business Development, Sales, Reinsurance, Account Management, Customer Service, Strategic Planning, Management
Education
The American Institute for Property Casualty Underwriters 1991 — 1996
CPCU, Insurance
The Society of Certified Insurance Counselors 1984 — 1989
CIC, Insurance
University of Utah 1979 — 1984
Associate Degree, Business
California State University-Chico 1983 — 1983
PIABIS, Insurance
Cathy Bagileo Cathy Bagileo's Wells Fargo Insurance Services Experience October 2007 - September 2014
Job Casualty Client Executive, Senior Vice President at Beecher Carlson
Industry Insurance
Experience
Beecher Carlson October 2014 - Present
Wells Fargo Insurance Services October 2007 - September 2014
ABD Insurance and Financial Services August 2000 - October 2007
Aon November 1998 - August 2000
Marsh November 1996 - November 1998
Sedgwick April 1992 - November 1996
Skills
Property & Casualty..., Professional Liability, Underwriting, Brokers, Commercial Insurance, Insurance, Casualty, Excess, Default, Risk Management..., Legal Liability, Liability, D&O, Commercial Lines, General Insurance, Employment Practices..., Workers Compensation, Reinsurance, Umbrella Insurance
Education
California State University-East Bay 1986 — 1991
BA, Liberal Arts Major/Business Admin Minor
Bishop O'Dowd High School
Beecher Carlson October 2014 - Present
Wells Fargo Insurance Services October 2007 - September 2014
ABD Insurance and Financial Services August 2000 - October 2007
Aon November 1998 - August 2000
Marsh November 1996 - November 1998
Sedgwick April 1992 - November 1996
Skills
Property & Casualty..., Professional Liability, Underwriting, Brokers, Commercial Insurance, Insurance, Casualty, Excess, Default, Risk Management..., Legal Liability, Liability, D&O, Commercial Lines, General Insurance, Employment Practices..., Workers Compensation, Reinsurance, Umbrella Insurance
Education
California State University-East Bay 1986 — 1991
BA, Liberal Arts Major/Business Admin Minor
Bishop O'Dowd High School
Keith Payne Keith Payne's Wells Fargo Insurance Services Experience June 2007 - April 2014
Job Retirement and 401K Advisor at Caliber Wealth Management
Industry Insurance
Experience
Caliber Wealth Management August 2015 - Present
USI Insurance Services May 2014 - July 2015
Wells Fargo Insurance Services June 2007 - April 2014
Regence BlueCross BlueShield August 2003 - June 2007
Sundance Resort 1993 - 2007
Kiora Web Development March 2000 - June 2003
The Rock Garden October 1991 - January 2000
Skills
Public Speaking, Sales, Salesforce.com, Project Management, Health Insurance, Team Management, Event Planning, Travel, Cycling, Marketing Strategy, Training, Management, Employee Benefits, Account Management, Lead Generation, Marketing, Start-ups, Customer Service, Business Development, New Business Development, Disability Insurance, Insurance
Education
Brigham Young University 1986 — 1993
BA, English, Business Management
Southwest High School 1983 — 1986
Grad, College Prep
Caliber Wealth Management August 2015 - Present
USI Insurance Services May 2014 - July 2015
Wells Fargo Insurance Services June 2007 - April 2014
Regence BlueCross BlueShield August 2003 - June 2007
Sundance Resort 1993 - 2007
Kiora Web Development March 2000 - June 2003
The Rock Garden October 1991 - January 2000
Skills
Public Speaking, Sales, Salesforce.com, Project Management, Health Insurance, Team Management, Event Planning, Travel, Cycling, Marketing Strategy, Training, Management, Employee Benefits, Account Management, Lead Generation, Marketing, Start-ups, Customer Service, Business Development, New Business Development, Disability Insurance, Insurance
Education
Brigham Young University 1986 — 1993
BA, English, Business Management
Southwest High School 1983 — 1986
Grad, College Prep
Vinny Allen's Wells Fargo Insurance Services Experience April 1989 - Present
Job Insurance broker at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 1989 - Present
Wells Fargo 1989 - Present
Vienna VA. April 1987 - March 1989
Rockville, MD. October 1979 - April 1987
Skills
Underwriting, Legal Liability, Casualty, Umbrella Insurance, Life Insurance, D&O, Employment Practices..., Claim, Term Life Insurance, Reinsurance, Claims Management, Employee Benefits, Inland Marine, Fixed Annuities, Risk Management, Long-term Care, Insurance Brokerage, Health Savings Accounts, Homeowners, Casualty Insurance, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Liability
Education
Boston College 1974 — 1978
BA, Economics/History
High Point High School 1971 — 1974
Wells Fargo Insurance Services April 1989 - Present
Wells Fargo 1989 - Present
Vienna VA. April 1987 - March 1989
Rockville, MD. October 1979 - April 1987
Skills
Underwriting, Legal Liability, Casualty, Umbrella Insurance, Life Insurance, D&O, Employment Practices..., Claim, Term Life Insurance, Reinsurance, Claims Management, Employee Benefits, Inland Marine, Fixed Annuities, Risk Management, Long-term Care, Insurance Brokerage, Health Savings Accounts, Homeowners, Casualty Insurance, Commercial Insurance, Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Liability
Education
Boston College 1974 — 1978
BA, Economics/History
High Point High School 1971 — 1974
Lynnea Prusansky Lynnea Prusansky's Wells Fargo Insurance Services Experience May 2010 - November 2012
Job Account Manager at Swett & Crawford
Industry Insurance
Experience
Swett & Crawford November 2012 - Present
Wells Fargo Insurance Services May 2010 - November 2012
Wells Fargo Insurance Services September 2008 - May 2010
Office Max February 2007 - August 2008
Skills
Customer Service, Insurance, Microsoft Excel, Microsoft Office
Education
Minnesota State University, Mankato 2011 — 2012
MBA
Bemidji State University 2004 — 2008
BS, Business Administration, Finance, Accounting
Swett & Crawford November 2012 - Present
Wells Fargo Insurance Services May 2010 - November 2012
Wells Fargo Insurance Services September 2008 - May 2010
Office Max February 2007 - August 2008
Skills
Customer Service, Insurance, Microsoft Excel, Microsoft Office
Education
Minnesota State University, Mankato 2011 — 2012
MBA
Bemidji State University 2004 — 2008
BS, Business Administration, Finance, Accounting
Lawrence Ward Lawrence Ward's Wells Fargo Insurance Services Experience December 1994 - July 2012
Job Area Vice President at Arthur J. Gallagher and Co.
Industry Insurance
Experience
Arthur J. Gallagher and Co. July 2012 - Present
Wells Fargo Insurance Services December 1994 - July 2012
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Professional Liability, Casualty, Brokers, Workers Compensation, Legal Liability, Health Insurance, Liability, Employment Practices..., D&O, Commercial Lines, Employee Benefits, General Insurance, Umbrella Insurance, Reinsurance, Claim, Risk Management, Term Life Insurance, Life Insurance, Long-term Care, Fixed Annuities, Excess, Casualty Insurance
Education
Binghamton University 1983 — 1987
Bachelor of Arts (BA)
Arthur J. Gallagher and Co. July 2012 - Present
Wells Fargo Insurance Services December 1994 - July 2012
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Professional Liability, Casualty, Brokers, Workers Compensation, Legal Liability, Health Insurance, Liability, Employment Practices..., D&O, Commercial Lines, Employee Benefits, General Insurance, Umbrella Insurance, Reinsurance, Claim, Risk Management, Term Life Insurance, Life Insurance, Long-term Care, Fixed Annuities, Excess, Casualty Insurance
Education
Binghamton University 1983 — 1987
Bachelor of Arts (BA)
Elaine Keck Elaine Keck's Wells Fargo Insurance Services Experience November 2012 - Present
Job Account Rep Benefits at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2012 - Present
Genentech 2002 - 2011
Blue Shield of California June 2002 - December 2005
Genentech September 1998 - December 2001
UCSF/Medical Group Business Services February 1998 - October 1998
Innovus Integrated Benefit Services March 1996 - January 1998
California Advantage January 1995 - December 1995
Blue Shield of California June 1992 - January 1995
Skills
Benefits Analysis, Health Insurance, Healthcare, Managed Care, Healthcare Reimbursement, Medicare, Medicaid, Data Analysis, Process Improvement, Presentations, Management, Hospitals, HMO, Vendor Management, PPO, Employee Benefits, Analysis, Medical Coding
Education
San Francisco State University 2008 — 2010
Certificate, Clinical Trial Design & Management
Cairn University
Bachelor's Degree, Bibilical Studies/Social Work
Wells Fargo Insurance Services November 2012 - Present
Genentech 2002 - 2011
Blue Shield of California June 2002 - December 2005
Genentech September 1998 - December 2001
UCSF/Medical Group Business Services February 1998 - October 1998
Innovus Integrated Benefit Services March 1996 - January 1998
California Advantage January 1995 - December 1995
Blue Shield of California June 1992 - January 1995
Skills
Benefits Analysis, Health Insurance, Healthcare, Managed Care, Healthcare Reimbursement, Medicare, Medicaid, Data Analysis, Process Improvement, Presentations, Management, Hospitals, HMO, Vendor Management, PPO, Employee Benefits, Analysis, Medical Coding
Education
San Francisco State University 2008 — 2010
Certificate, Clinical Trial Design & Management
Cairn University
Bachelor's Degree, Bibilical Studies/Social Work
Danielle McKinnon's Wells Fargo Insurance Services Experience December 2013 - Present
Job Account Executive / Team Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services December 2013 - Present
Wells Fargo Insurance Services June 2011 - Present
Wells Fargo Insurance Services June 2011 - August 2012
Jenkins Insurance Group (A Leavitt Group Affiliate) November 2005 - June 2011
Pan American Underwriters March 2003 - November 2005
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Workers Compensation, Commercial Lines, Insurance, Legal Liability, Liability, Casualty, D&O, Brokers, General Insurance, Employment Practices..., Health Insurance, Umbrella Insurance, Claim, Health Savings Accounts, Professional Liability, Disability Insurance, Claims Management, Casualty Insurance
Education
California State University-Sacramento 1996 — 2000
Business Administration
Christian Brothers High School 1992 — 1996
Wells Fargo Insurance Services December 2013 - Present
Wells Fargo Insurance Services June 2011 - Present
Wells Fargo Insurance Services June 2011 - August 2012
Jenkins Insurance Group (A Leavitt Group Affiliate) November 2005 - June 2011
Pan American Underwriters March 2003 - November 2005
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Workers Compensation, Commercial Lines, Insurance, Legal Liability, Liability, Casualty, D&O, Brokers, General Insurance, Employment Practices..., Health Insurance, Umbrella Insurance, Claim, Health Savings Accounts, Professional Liability, Disability Insurance, Claims Management, Casualty Insurance
Education
California State University-Sacramento 1996 — 2000
Business Administration
Christian Brothers High School 1992 — 1996
Alan Wilkins Alan Wilkins's Wells Fargo Insurance Services Experience January 2011 - February 2012
Job Media Specialist
Industry Marketing and Advertising
Experience
Innovate Taos May 2015 - Present
The Taos News April 2014 - April 2015
APW Marketing April 2008 - April 2014
Wells Fargo Insurance Services January 2011 - February 2012
City Pages, LLC April 2006 - March 2008
Star Tribune 2000 - 2005
Skills
Email Marketing, Forecasting, Social Media, Advertising, Strategic Planning, Social Media Marketing, New Business Development, Account Management, Marketing, Customer Service, Digital Media, Event Planning, Marketing Communications, Marketing Strategy, Online Advertising, Online Marketing, Public Relations, Sales, Social Networking
Education
Bemidji State University 1985 — 1989
Innovate Taos May 2015 - Present
The Taos News April 2014 - April 2015
APW Marketing April 2008 - April 2014
Wells Fargo Insurance Services January 2011 - February 2012
City Pages, LLC April 2006 - March 2008
Star Tribune 2000 - 2005
Skills
Email Marketing, Forecasting, Social Media, Advertising, Strategic Planning, Social Media Marketing, New Business Development, Account Management, Marketing, Customer Service, Digital Media, Event Planning, Marketing Communications, Marketing Strategy, Online Advertising, Online Marketing, Public Relations, Sales, Social Networking
Education
Bemidji State University 1985 — 1989
Danny Alves III Danny Alves III's Wells Fargo Insurance Services Experience March 2006 - January 2011
Job Member Services for UFCW & Employers Trust
Industry Insurance
Experience
UFCW & Employers Trust August 2013 - Present
Parisi Insurance Agency December 2012 - June 2013
benefitsCONNECT November 2011 - May 2012
Wells Fargo Insurance Services March 2006 - January 2011
Wells Fargo Insurance Services March 2006 - January 2011
Pacific Benefits/COBRA Plus August 2002 - August 2005
Skills
New Business Development, Employee Benefits, Marketing, Leadership, Management, COBRA, Insurance, Health Insurance, Brokers, Customer Retention, Customer Service, Human Resources, Public Speaking
Education
California State University-Long Beach 1992 — 1994
California State University-Long Beach 1992 — 1994
Theatre Arts
UFCW & Employers Trust August 2013 - Present
Parisi Insurance Agency December 2012 - June 2013
benefitsCONNECT November 2011 - May 2012
Wells Fargo Insurance Services March 2006 - January 2011
Wells Fargo Insurance Services March 2006 - January 2011
Pacific Benefits/COBRA Plus August 2002 - August 2005
Skills
New Business Development, Employee Benefits, Marketing, Leadership, Management, COBRA, Insurance, Health Insurance, Brokers, Customer Retention, Customer Service, Human Resources, Public Speaking
Education
California State University-Long Beach 1992 — 1994
California State University-Long Beach 1992 — 1994
Theatre Arts
Harry Kessel Harry Kessel's Wells Fargo Insurance Services Experience April 2014 - Present
Job Commercial Account Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2014 - Present
Accountemps June 2013 - Present
American Insurance Agency Direct February 2013 - June 2013
Jasper Contractors Inc March 2012 - July 2012
Afni May 2011 - February 2012
Florida Mediation & Arbitration July 2010 - May 2011
The Law Office of Neil E. Polster, P.A. August 2009 - April 2011
Mediation Atlanta April 2008 - August 2009
FCCI Insurance Group July 2006 - January 2008
Arbitration Management, Inc. November 2002 - July 2006
Skills
Claim, Workers Compensation, Litigation, Management, Mediation, Arbitration, Personal Injury, Insurance, Customer Service, Risk Management, Legal Liability
Education
University of Cincinnati 1983 — 1985
M.A., Industrial Relations
Bradley University 1978 — 1983
B.S., International Studies
Wells Fargo Insurance Services April 2014 - Present
Accountemps June 2013 - Present
American Insurance Agency Direct February 2013 - June 2013
Jasper Contractors Inc March 2012 - July 2012
Afni May 2011 - February 2012
Florida Mediation & Arbitration July 2010 - May 2011
The Law Office of Neil E. Polster, P.A. August 2009 - April 2011
Mediation Atlanta April 2008 - August 2009
FCCI Insurance Group July 2006 - January 2008
Arbitration Management, Inc. November 2002 - July 2006
Skills
Claim, Workers Compensation, Litigation, Management, Mediation, Arbitration, Personal Injury, Insurance, Customer Service, Risk Management, Legal Liability
Education
University of Cincinnati 1983 — 1985
M.A., Industrial Relations
Bradley University 1978 — 1983
B.S., International Studies
Steve Faulkner Steve Faulkner's Wells Fargo Insurance Services Experience June 1997 - December 2000
Job Principal and Senior Search Consultant, The Spencer James Group, Inc., Insurance and Commercial Banking Recruiter
Industry Staffing and Recruiting
Experience
The Spencer James Group, Inc. January 2003 - Present
Southwestern Company April 2001 - December 2002
Wells Fargo Insurance Services June 1997 - December 2000
The Standard June 1995 - June 1997
GroupAmerica March 1993 - June 1995
Skills
Recruiting, Employee Benefits, Executive Search, Insurance, Commercial Banking, P&C Insurance, Sales, Leadership, Management, Disability Insurance, Health Insurance, Coaching, Benefits Administration, Full-life Cycle..., Account Management, Talent Acquisition, Human Resources, Workers Compensation, Search, New Business Development, Hiring, Temporary Placement, Internet Recruiting, Deferred Compensation, Applicant Tracking..., Training, Executive Management, Permanent Placement, Underwriting, Property & Casualty..., Small Business, Technical Recruiting, College Recruiting, Cold Calling, Screening Resumes, Life Insurance, Brokers, Consulting, Building Relationships, Interviews, Workforce Planning, Benefits Negotiation
Education
Cal Poly San Luis Obispo 1989 — 1992
Bachelor of Science (B.S.), Business/Finance
The Spencer James Group, Inc. January 2003 - Present
Southwestern Company April 2001 - December 2002
Wells Fargo Insurance Services June 1997 - December 2000
The Standard June 1995 - June 1997
GroupAmerica March 1993 - June 1995
Skills
Recruiting, Employee Benefits, Executive Search, Insurance, Commercial Banking, P&C Insurance, Sales, Leadership, Management, Disability Insurance, Health Insurance, Coaching, Benefits Administration, Full-life Cycle..., Account Management, Talent Acquisition, Human Resources, Workers Compensation, Search, New Business Development, Hiring, Temporary Placement, Internet Recruiting, Deferred Compensation, Applicant Tracking..., Training, Executive Management, Permanent Placement, Underwriting, Property & Casualty..., Small Business, Technical Recruiting, College Recruiting, Cold Calling, Screening Resumes, Life Insurance, Brokers, Consulting, Building Relationships, Interviews, Workforce Planning, Benefits Negotiation
Education
Cal Poly San Luis Obispo 1989 — 1992
Bachelor of Science (B.S.), Business/Finance
Jack Lennon's Wells Fargo Insurance Services Experience June 2006 - December 2009
Job EVP Jack Lennon Consulting Group, LLC
Industry Hospital & Health Care
Experience
Jack Lennon Consultants November 2012 - Present
AirStrip Technologies July 2012 - Present
Jack Lennon Consulting Group, LLC January 2012 - Present
Political Risk & Trade Consultants January 2005 - Present
TD 2009 - 2012
Wells Fargo Insurance Services June 2006 - December 2009
Palmer & Cay 2004 - 2007
MMI 1996 - 2002
ProMutual Group 1993 - 1997
Skills
Medical Malpractice, Workers Compensation, Risk Management, Captives, Patient Safety, Insurance, Strategic Planning, Process Improvement, Mergers, Executive Management, Financial Analysis, Patient Safety Mobility..., Political Risk..., Risk Assessment, Financial Risk..., Medical Records, Receiveables protection, ACO Risk consolidation, Loss Prevention, Medical Records Digital..., Employee Benefits, Community Hospitals, Academic Medical Centers, IDN, Medical Software Sales, Enterprise Solution..., C-level contacts, C-Level Negotiations, C-Level Presentations, C-Level Sales, C-Level Consulting, Complex Sales, Miller Heiman, Managing Complex Sales, ROI Justification, Targeted Account Selling, Key Account Acquisition..., C Level Selling, Building C-Level..., Consultative Selling..., Expert relationship..., Hospitals, Healthcare Information..., Healthcare, Leadership, Mergers & Acquisitions, Financial Risk, Reinsurance, Professional Liability
Education
UMass Boston 1980 — 1982
Master of Science, Health Care Administration, Health/Health Care Administration/Management, 4.0
Bridgewater State College 1976 — 1979
Bachelor of Arts (B.A.), History/Psychology, 3.4
Jack Lennon Consultants November 2012 - Present
AirStrip Technologies July 2012 - Present
Jack Lennon Consulting Group, LLC January 2012 - Present
Political Risk & Trade Consultants January 2005 - Present
TD 2009 - 2012
Wells Fargo Insurance Services June 2006 - December 2009
Palmer & Cay 2004 - 2007
MMI 1996 - 2002
ProMutual Group 1993 - 1997
Skills
Medical Malpractice, Workers Compensation, Risk Management, Captives, Patient Safety, Insurance, Strategic Planning, Process Improvement, Mergers, Executive Management, Financial Analysis, Patient Safety Mobility..., Political Risk..., Risk Assessment, Financial Risk..., Medical Records, Receiveables protection, ACO Risk consolidation, Loss Prevention, Medical Records Digital..., Employee Benefits, Community Hospitals, Academic Medical Centers, IDN, Medical Software Sales, Enterprise Solution..., C-level contacts, C-Level Negotiations, C-Level Presentations, C-Level Sales, C-Level Consulting, Complex Sales, Miller Heiman, Managing Complex Sales, ROI Justification, Targeted Account Selling, Key Account Acquisition..., C Level Selling, Building C-Level..., Consultative Selling..., Expert relationship..., Hospitals, Healthcare Information..., Healthcare, Leadership, Mergers & Acquisitions, Financial Risk, Reinsurance, Professional Liability
Education
UMass Boston 1980 — 1982
Master of Science, Health Care Administration, Health/Health Care Administration/Management, 4.0
Bridgewater State College 1976 — 1979
Bachelor of Arts (B.A.), History/Psychology, 3.4
Ashley Walley's Wells Fargo Insurance Services Experience October 2004 - January 2011
Job Marketing Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo Health Savings Accounts November 2012 - Present
Wells Fargo Advisors February 2011 - November 2012
Wells Fargo Insurance Services October 2004 - January 2011
Axiom Advisors & Consultants, Inc. July 2001 - August 2004
Barnett Cox & Associates March 2001 - June 2001
Skills
Brand Management, Integrated Marketing, Marketing Communications, Marketing Strategy, New Business Development, Marketing, Advertising, Editing, Sales Management, Financial Analysis, Sales, Brand Awareness, Risk Management, Strategic Planning, Consulting
Education
California Polytechnic State University-San Luis Obispo
BA, Business Administration, Marketing
Wells Fargo Health Savings Accounts November 2012 - Present
Wells Fargo Advisors February 2011 - November 2012
Wells Fargo Insurance Services October 2004 - January 2011
Axiom Advisors & Consultants, Inc. July 2001 - August 2004
Barnett Cox & Associates March 2001 - June 2001
Skills
Brand Management, Integrated Marketing, Marketing Communications, Marketing Strategy, New Business Development, Marketing, Advertising, Editing, Sales Management, Financial Analysis, Sales, Brand Awareness, Risk Management, Strategic Planning, Consulting
Education
California Polytechnic State University-San Luis Obispo
BA, Business Administration, Marketing
Venetia Georgene Johnson Venetia Georgene Johnson's Wells Fargo Insurance Services Experience April 2005 - October 2014
Job Account Manager Commercial
Industry Insurance
Experience
Insurance Professionals of San Joaquin County July 2013 - Present
Wells Fargo Insurance Services April 2005 - October 2014
Insurance Professionals of San Joaquin County July 2011 - June 2013
Travelers April 2004 - September 2004
St. Paul Fire and Marine Insurance Company April 1998 - March 2004
United States Fidelity and Guaranty Company September 1992 - April 1998
Skills
Surety Bonds, Customer Service, Microsoft Office, Trade Credit Insurance, Administrative Support, Nexsure, Cybersure, SurePath, Adobe Acrobat, SureLens
Education
California State University-Stanislaus 2006 — 2010
Bachelor of Science Degree, Business Administration - Management, Human Resources
Diablo Valley College
Associates Degree, General Study
San Francisco State University, College of Business
Business Administration, Management - Human Resources
Insurance Professionals of San Joaquin County July 2013 - Present
Wells Fargo Insurance Services April 2005 - October 2014
Insurance Professionals of San Joaquin County July 2011 - June 2013
Travelers April 2004 - September 2004
St. Paul Fire and Marine Insurance Company April 1998 - March 2004
United States Fidelity and Guaranty Company September 1992 - April 1998
Skills
Surety Bonds, Customer Service, Microsoft Office, Trade Credit Insurance, Administrative Support, Nexsure, Cybersure, SurePath, Adobe Acrobat, SureLens
Education
California State University-Stanislaus 2006 — 2010
Bachelor of Science Degree, Business Administration - Management, Human Resources
Diablo Valley College
Associates Degree, General Study
San Francisco State University, College of Business
Business Administration, Management - Human Resources
Michael Daher, CRIS Michael Daher, CRIS's Wells Fargo Insurance Services Experience December 2010 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services December 2010 - Present
Willis Insurance Services March 2003 - December 2010
HRH of Northern CA 2003 - 2009
Aon Risk Services August 1997 - January 2003
Skills
Commercial Insurance, Insurance, Account Management, Brokers, Property & Casualty..., Real Estate, Workers Compensation, D&O/EPLI, Construction, Cleantech, Professional Liability, Underwriting, Customer Service, Legal Liability, Construction Insurance, Liability, Commercial Lines, Umbrella Insurance, Casualty, General Insurance, Excess, Employment Practices..., Health Insurance, Disability Insurance, Claim, Health Savings Accounts, Life Insurance, Reinsurance, Employee Benefits, Casualty Insurance
Education
California State University-East Bay
Bachelors, Marketing & Advertising
Wells Fargo Insurance Services December 2010 - Present
Willis Insurance Services March 2003 - December 2010
HRH of Northern CA 2003 - 2009
Aon Risk Services August 1997 - January 2003
Skills
Commercial Insurance, Insurance, Account Management, Brokers, Property & Casualty..., Real Estate, Workers Compensation, D&O/EPLI, Construction, Cleantech, Professional Liability, Underwriting, Customer Service, Legal Liability, Construction Insurance, Liability, Commercial Lines, Umbrella Insurance, Casualty, General Insurance, Excess, Employment Practices..., Health Insurance, Disability Insurance, Claim, Health Savings Accounts, Life Insurance, Reinsurance, Employee Benefits, Casualty Insurance
Education
California State University-East Bay
Bachelors, Marketing & Advertising
Jennifer Graff Lunski, Esq. Jennifer Graff Lunski, Esq.'s Wells Fargo Insurance Services Experience March 2014 - Present
Job Director of Compliance at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2014 - Present
Woodruff Sawyer November 2008 - March 2014
Department of Labor January 2000 - November 2008
Skills
Employee Benefits, COBRA, Employment Law, Policy, ERISA, FMLA, Training, Litigation, Insurance, Benefits Administration, Workers Compensation, Analysis, Claim, Deferred Compensation, Financial Risk, Health Care Reform, Health Insurance, Healthcare, Legal Compliance, Liability, Professional Liability, HIPAA
Education
Golden Gate University School of Law/Southwestern 2000 — 2003
Juris Doctor (J.D.), Law
California State University-Northridge 1999 — 2001
Masters Education, Elementary Teaching Credential
New York University 1990 — 1994
B.A., Film Studies
Taft High School
High School
Wells Fargo Insurance Services March 2014 - Present
Woodruff Sawyer November 2008 - March 2014
Department of Labor January 2000 - November 2008
Skills
Employee Benefits, COBRA, Employment Law, Policy, ERISA, FMLA, Training, Litigation, Insurance, Benefits Administration, Workers Compensation, Analysis, Claim, Deferred Compensation, Financial Risk, Health Care Reform, Health Insurance, Healthcare, Legal Compliance, Liability, Professional Liability, HIPAA
Education
Golden Gate University School of Law/Southwestern 2000 — 2003
Juris Doctor (J.D.), Law
California State University-Northridge 1999 — 2001
Masters Education, Elementary Teaching Credential
New York University 1990 — 1994
B.A., Film Studies
Taft High School
High School
Kamal Rajan Kamal Rajan's Wells Fargo Insurance Services Experience August 2002 - December 2006
Job Senior Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo 2006 - Present
Wells Fargo Insurance Services August 2002 - December 2006
Wells Fargo September 1997 - August 2002
The Fair Isaac Companies April 1992 - May 1993
Skills
Small Business Lending, Cross Selling, Banking, Predictive Analytics, Segmentation, Analytics, Client Retention, Strategy Development, Sales Management, Strategic Planning, Business Strategy, Analysis, Customer Value..., Portfolio Management, Customer Segmentation..., Product Marketing, Marketing Strategy, Market Research, Marketing, Marketing Management, Strategy, Business Intelligence, Risk Management, Direct Marketing, Business Development, Management, Customer Retention
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (B.S.), Industrial Engineering
Wells Fargo 2006 - Present
Wells Fargo Insurance Services August 2002 - December 2006
Wells Fargo September 1997 - August 2002
The Fair Isaac Companies April 1992 - May 1993
Skills
Small Business Lending, Cross Selling, Banking, Predictive Analytics, Segmentation, Analytics, Client Retention, Strategy Development, Sales Management, Strategic Planning, Business Strategy, Analysis, Customer Value..., Portfolio Management, Customer Segmentation..., Product Marketing, Marketing Strategy, Market Research, Marketing, Marketing Management, Strategy, Business Intelligence, Risk Management, Direct Marketing, Business Development, Management, Customer Retention
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (B.S.), Industrial Engineering
Jim Meerpohl Jim Meerpohl's Wells Fargo Insurance Services Experience August 2006 - Present
Job Managing Director at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services August 2006 - Present
Marsh McClennan Companies January 1999 - August 2006
Sedgwick James, Inc March 1993 - January 1999
Education
Eckerd College 2004 — 2005
N/A, Leadership Institute
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Leadership Institute
Bowling Green State University 1968 — 1973
Bachelor A&S, Speech and Business
Wells Fargo Insurance Services August 2006 - Present
Marsh McClennan Companies January 1999 - August 2006
Sedgwick James, Inc March 1993 - January 1999
Education
Eckerd College 2004 — 2005
N/A, Leadership Institute
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Leadership Institute
Bowling Green State University 1968 — 1973
Bachelor A&S, Speech and Business
Alicia Ellsworth Alicia Ellsworth's Wells Fargo Insurance Services Experience May 2004 - November 2007
Job Agent at Met Life
Industry Insurance
Experience
MetLife April 2008 - Present
Wells Fargo Insurance Services May 2004 - November 2007
Education
California State University-Sacramento 2000 — 2002
MetLife April 2008 - Present
Wells Fargo Insurance Services May 2004 - November 2007
Education
California State University-Sacramento 2000 — 2002
Lou Shapiro's Wells Fargo Insurance Services Experience May 2004 - May 2012
Job Vice President of Business Development
Industry Insurance
Experience
HUB International July 2015 - Present
RCM&D May 2012 - December 2014
Wells Fargo Insurance Services May 2004 - May 2012
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay May 2004 - May 2005
Marsh June 1996 - May 2004
Arkwright Mutual Insurance Co. June 1988 - June 1996
Skills
Insurance, Underwriting, Property & Casualty..., Portfolio Management, Leadership, Financial Analysis, Risk Management, Sales, Employee Benefits, Relationship Management, Brokers, Executive Management, Mergers & Acquisitions, Commercial Insurance, Financial Risk, Professional Liability, Workers Compensation
Education
Boston University 1984 — 1988
Bachelor of Science, Business Administration
Lower Merion
HUB International July 2015 - Present
RCM&D May 2012 - December 2014
Wells Fargo Insurance Services May 2004 - May 2012
Wachovia Insurance Services May 2005 - January 2009
Palmer & Cay May 2004 - May 2005
Marsh June 1996 - May 2004
Arkwright Mutual Insurance Co. June 1988 - June 1996
Skills
Insurance, Underwriting, Property & Casualty..., Portfolio Management, Leadership, Financial Analysis, Risk Management, Sales, Employee Benefits, Relationship Management, Brokers, Executive Management, Mergers & Acquisitions, Commercial Insurance, Financial Risk, Professional Liability, Workers Compensation
Education
Boston University 1984 — 1988
Bachelor of Science, Business Administration
Lower Merion
Alida Minott-Alcantar's Wells Fargo Insurance Services Experience May 2015 - Present
Job
Industry Insurance
Experience
Wells Fargo Insurance Services May 2015 - Present
Keller Williams Realty 2012 - Present
Blue Shield of CA, El Dorado Hills June 2014 - April 2015
Coventry Workers' Comp Services July 2002 - February 2012
CIGNA June 2000 - July 2002
Sitzmann Morris, and Lavis, Oakland, CA April 2000 - June 2000
Aerotek/NorthPoint Communication May 1999 - September 1999
UCSF STANFORD HEALTH CARE January 1991 - May 1999
Skills
Insurance, Health Insurance, Employee Benefits, Managed Care, Strategic Planning, Account Management, Group Insurance, Sales Management, New Business Development, Analysis, Management, Workers Compensation, Claim, Property & Casualty..., Commercial Insurance, Leadership, Medicare, Sales, Healthcare, Customer Service, Strategy, Real Estate, COBRA
Education
California State University-East Bay 1996 — 1998
BS, Health Science with a minor in Pre Med
City College of San Francisco 1993 — 1995
Associate of Arts Degree, Business Administration
Wells Fargo Insurance Services May 2015 - Present
Keller Williams Realty 2012 - Present
Blue Shield of CA, El Dorado Hills June 2014 - April 2015
Coventry Workers' Comp Services July 2002 - February 2012
CIGNA June 2000 - July 2002
Sitzmann Morris, and Lavis, Oakland, CA April 2000 - June 2000
Aerotek/NorthPoint Communication May 1999 - September 1999
UCSF STANFORD HEALTH CARE January 1991 - May 1999
Skills
Insurance, Health Insurance, Employee Benefits, Managed Care, Strategic Planning, Account Management, Group Insurance, Sales Management, New Business Development, Analysis, Management, Workers Compensation, Claim, Property & Casualty..., Commercial Insurance, Leadership, Medicare, Sales, Healthcare, Customer Service, Strategy, Real Estate, COBRA
Education
California State University-East Bay 1996 — 1998
BS, Health Science with a minor in Pre Med
City College of San Francisco 1993 — 1995
Associate of Arts Degree, Business Administration
John Fillyaw, FLMI, ACS, CEBS John Fillyaw, FLMI, ACS, CEBS's Wells Fargo Insurance Services Experience August 2014 - August 2015
Job Senior Cunsultant, Underwriter Healthcare & Special Markets at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2015 - Present
Wells Fargo Insurance Services August 2014 - August 2015
Lincoln Financial September 2009 - August 2014
Lincoln Financial Group September 2007 - September 2009
Lincoln Financial Group April 2004 - September 2007
Canada Life January 2002 - April 2004
Canada Life August 1997 - January 2002
Canada Life January 1994 - July 1997
Travelers Insurance April 1992 - January 1994
Ing Life Of Georgia October 1989 - April 1992
Skills
Underwriting, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Claim, Brokers, Reinsurance, Negotiation, Health Insurance, Management, Group Insurance, Accident, Advanced Problem Solving, Excel Expert, Group Benefits, Ancillary Benefits, Alternate Funding, Enrollment Strategies, Disability Claims..., FMLA, Risk Management
Education
International Foundation Education - Benefits & Compensation, The Wharton School 2010 — 2012
CEBS
University of North Carolina at Charlotte 1985 — 1987
BA, English
Brevard College 1983 — 1985
AA
Lincoln Financial Group August 2015 - Present
Wells Fargo Insurance Services August 2014 - August 2015
Lincoln Financial September 2009 - August 2014
Lincoln Financial Group September 2007 - September 2009
Lincoln Financial Group April 2004 - September 2007
Canada Life January 2002 - April 2004
Canada Life August 1997 - January 2002
Canada Life January 1994 - July 1997
Travelers Insurance April 1992 - January 1994
Ing Life Of Georgia October 1989 - April 1992
Skills
Underwriting, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Claim, Brokers, Reinsurance, Negotiation, Health Insurance, Management, Group Insurance, Accident, Advanced Problem Solving, Excel Expert, Group Benefits, Ancillary Benefits, Alternate Funding, Enrollment Strategies, Disability Claims..., FMLA, Risk Management
Education
International Foundation Education - Benefits & Compensation, The Wharton School 2010 — 2012
CEBS
University of North Carolina at Charlotte 1985 — 1987
BA, English
Brevard College 1983 — 1985
AA
Avalon Waldron Avalon Waldron's Wells Fargo Insurance Services Experience February 2012 - Present
Job Sr. Account Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services February 2012 - Present
Wells Fargo Insurance Services May 2009 - February 2012
Wells Fargo Insurance Services August 2005 - May 2009
Skills
Account Management, Health Insurance, Finance, Accounting, Insurance, Bank Reconciliation, Claim, Analysis, Customer Service, Brokers, Employee Benefits, Marketing
Education
CSU Sacramento 2002 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Mt. Hood Community College 1995 — 1998
Associate's Degree
Loretto High School 1992 — 1995
High School
Wells Fargo Insurance Services February 2012 - Present
Wells Fargo Insurance Services May 2009 - February 2012
Wells Fargo Insurance Services August 2005 - May 2009
Skills
Account Management, Health Insurance, Finance, Accounting, Insurance, Bank Reconciliation, Claim, Analysis, Customer Service, Brokers, Employee Benefits, Marketing
Education
CSU Sacramento 2002 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Mt. Hood Community College 1995 — 1998
Associate's Degree
Loretto High School 1992 — 1995
High School
Beneyam Retta's Wells Fargo Insurance Services Experience August 2013 - Present
Job Account Rep at Wells Fargo insurance services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2013 - Present
Wells Fargo Insurance Services April 2011 - August 2013
State Farm Insurance August 2009 - March 2011
Skills
General Insurance, Liability, Customer Service, Property & Casualty..., Microsoft Office, Brokers, Customer Retention, Insurance Brokerage, Licensed Property, Legal Liability, Life Insurance, Commercial Lines, Insurance, Underwriting, Sales, Casualty Insurance
Education
Metropolitan State University 2015 — 2017
Bachelor's degree, Accounting
Bethany Lutheran College 2004 — 2008
Bachelor, Business Administration
Wells Fargo Insurance Services August 2013 - Present
Wells Fargo Insurance Services April 2011 - August 2013
State Farm Insurance August 2009 - March 2011
Skills
General Insurance, Liability, Customer Service, Property & Casualty..., Microsoft Office, Brokers, Customer Retention, Insurance Brokerage, Licensed Property, Legal Liability, Life Insurance, Commercial Lines, Insurance, Underwriting, Sales, Casualty Insurance
Education
Metropolitan State University 2015 — 2017
Bachelor's degree, Accounting
Bethany Lutheran College 2004 — 2008
Bachelor, Business Administration
Kevin Mogan Kevin Mogan's Wells Fargo Insurance Services Experience May 2011 - January 2015
Job Vice President Employee Benefits at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services January 2015 - Present
Wells Fargo Insurance Services May 2011 - January 2015
Lincoln Financial Group January 2006 - May 2011
Oracle Corporation 1998 - 2004
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, 401k, FMLA, Group Insurance, Benefits Administration, COBRA, Life Insurance, Underwriting, Outsourcing, HRIS, Retirement Planning, Employee Wellness, Health Insurance, Human Resources, Insurance, Cold Calling, PEO, Brokers, Deferred Compensation, Workers Compensation, Term Life Insurance, Retirement, ERISA, Long-term Care, Onboarding, Strategic Planning, Consulting
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor's degree, Finance and Financial Management Services
Alliant Insurance Services January 2015 - Present
Wells Fargo Insurance Services May 2011 - January 2015
Lincoln Financial Group January 2006 - May 2011
Oracle Corporation 1998 - 2004
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, 401k, FMLA, Group Insurance, Benefits Administration, COBRA, Life Insurance, Underwriting, Outsourcing, HRIS, Retirement Planning, Employee Wellness, Health Insurance, Human Resources, Insurance, Cold Calling, PEO, Brokers, Deferred Compensation, Workers Compensation, Term Life Insurance, Retirement, ERISA, Long-term Care, Onboarding, Strategic Planning, Consulting
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor's degree, Finance and Financial Management Services
John P. Grotts John P. Grotts's Wells Fargo Insurance Services Experience June 2008 - Present
Job Managing Director / Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services June 2008 - Present
Willis Insurance Services of California June 1997 - May 2008
Skills
Property & Casualty..., Enterprise Risk..., Commercial Insurance, Brokers, Professional Liability, Financial Analysis, Underwriting, Insurance, Mergers, Claims Management, Financial Risk, New Business Development, Health Insurance, Risk Management, Team Building, Team Leadership, D&O, Logistics
Education
California State University, Fresno 1972 — 1977
MBA, Business
Wells Fargo Insurance Services June 2008 - Present
Willis Insurance Services of California June 1997 - May 2008
Skills
Property & Casualty..., Enterprise Risk..., Commercial Insurance, Brokers, Professional Liability, Financial Analysis, Underwriting, Insurance, Mergers, Claims Management, Financial Risk, New Business Development, Health Insurance, Risk Management, Team Building, Team Leadership, D&O, Logistics
Education
California State University, Fresno 1972 — 1977
MBA, Business
Thea Otterstad's Wells Fargo Insurance Services Experience Commercial Sales ExecutiveWells Fargo Insurance ServicesSeptember 2015 - Present
Job Sales Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services Commercial Sales ExecutiveWells Fargo Insurance ServicesSeptember 2015 - Present
Wells Fargo Insurance Inc. March 2014 - Present
American Benefit Services, Inc March 2013 - March 2014
American Family Insurance December 2011 - February 2013
Northland Fishing Tackle June 2012 - January 2013
Farmers Insurance April 2007 - December 2011
American Family Insurance September 2002 - April 2007
American Family Insurance September 1998 - September 2002
Skills
Insurance, Health Insurance, Sales, Employee Benefits, Life Insurance, Training, Property & Casualty..., Term Life Insurance, Recruiting, Fixed Annuities, Disability Insurance, Customer Service, General Insurance, Management, Underwriting, Medicare, Umbrella Insurance, Long-term Care, Sales Management, Whole Life, Commercial Insurance, Universal Life, Social Media, Social Networking, Life & Health Insurance..., Workers Compensation, Sales Operations, Business Development, Homeowners, Casualty, Time Management, Client Retention..., Sales Process, Licensed Property &..., Microsoft Office, Professional Liability, Marketing Communications, Retention Strategies, Sales Presentations, Customer Follow-up, Office Management, Policy Analysis, Directors & Officers..., Errors & Omissions
Education
Bemidji State University 2000 — 2013
Sales, Marketing & Management, Marketing/Marketing Management, General
Kaplan Professional School 2004 — 2005
Minnesota Insurance Producer, Life, Accident, health, Property, and Casualty, Test Scores in both over 90%
Wells Fargo Insurance Services Commercial Sales ExecutiveWells Fargo Insurance ServicesSeptember 2015 - Present
Wells Fargo Insurance Inc. March 2014 - Present
American Benefit Services, Inc March 2013 - March 2014
American Family Insurance December 2011 - February 2013
Northland Fishing Tackle June 2012 - January 2013
Farmers Insurance April 2007 - December 2011
American Family Insurance September 2002 - April 2007
American Family Insurance September 1998 - September 2002
Skills
Insurance, Health Insurance, Sales, Employee Benefits, Life Insurance, Training, Property & Casualty..., Term Life Insurance, Recruiting, Fixed Annuities, Disability Insurance, Customer Service, General Insurance, Management, Underwriting, Medicare, Umbrella Insurance, Long-term Care, Sales Management, Whole Life, Commercial Insurance, Universal Life, Social Media, Social Networking, Life & Health Insurance..., Workers Compensation, Sales Operations, Business Development, Homeowners, Casualty, Time Management, Client Retention..., Sales Process, Licensed Property &..., Microsoft Office, Professional Liability, Marketing Communications, Retention Strategies, Sales Presentations, Customer Follow-up, Office Management, Policy Analysis, Directors & Officers..., Errors & Omissions
Education
Bemidji State University 2000 — 2013
Sales, Marketing & Management, Marketing/Marketing Management, General
Kaplan Professional School 2004 — 2005
Minnesota Insurance Producer, Life, Accident, health, Property, and Casualty, Test Scores in both over 90%
Amy Gurlekian Amy Gurlekian's Wells Fargo Insurance Services Experience May 2007 - July 2015
Job Regional Quality Assurance Specialist at Willis
Industry Insurance
Experience
Willis July 2015 - Present
Wells Fargo Insurance Services May 2007 - July 2015
Old Republic Construction Program Group April 2001 - May 2007
21st Century Insurance January 1996 - February 2001
Great Western Bank 1994 - 1995
Skills
Insurance, Property & Casualty..., Workers Compensation, Underwriting, Commercial Insurance, Legal Liability, Liability, Casualty, Risk Management, Claim, Customer Service, Umbrella Insurance, Microsoft Excel, Professional Liability, Brokers, General Insurance, Casualty Insurance
Education
California State University-Northridge 2007 — 2012
Bachelors of Science, Sociology (counseling and interviewing / HR)
Willis July 2015 - Present
Wells Fargo Insurance Services May 2007 - July 2015
Old Republic Construction Program Group April 2001 - May 2007
21st Century Insurance January 1996 - February 2001
Great Western Bank 1994 - 1995
Skills
Insurance, Property & Casualty..., Workers Compensation, Underwriting, Commercial Insurance, Legal Liability, Liability, Casualty, Risk Management, Claim, Customer Service, Umbrella Insurance, Microsoft Excel, Professional Liability, Brokers, General Insurance, Casualty Insurance
Education
California State University-Northridge 2007 — 2012
Bachelors of Science, Sociology (counseling and interviewing / HR)
Nicole Drake, CISR's Wells Fargo Insurance Services Experience January 2000 - April 2004
Job Underwriting Assistant at Berkley North Pacific
Industry Insurance
Experience
Berkley North Pacific Group (a W. R. Berkley Company) April 2015 - Present
Hub International May 2013 - April 2015
Moreton & Company February 2007 - May 2013
Richardson Insurance Agency April 2004 - February 2007
Wells Fargo Insurance Services January 2000 - April 2004
Skills
Umbrella Insurance, Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Brokers, Account Management, Liability, Workers Compensation, Casualty, Professional Liability, Legal Liability, Sales, Employment Practices..., Risk Management, Marketing, Customer Service, New Business Development, Sales Operations, Team Building, Strategic Planning, Negotiation, Microsoft Office
Education
Boise State University 2003 — 2004
Moorpark College 1993 — 1995
Santa Ynez High School
Santa Ynez High School
Berkley North Pacific Group (a W. R. Berkley Company) April 2015 - Present
Hub International May 2013 - April 2015
Moreton & Company February 2007 - May 2013
Richardson Insurance Agency April 2004 - February 2007
Wells Fargo Insurance Services January 2000 - April 2004
Skills
Umbrella Insurance, Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Brokers, Account Management, Liability, Workers Compensation, Casualty, Professional Liability, Legal Liability, Sales, Employment Practices..., Risk Management, Marketing, Customer Service, New Business Development, Sales Operations, Team Building, Strategic Planning, Negotiation, Microsoft Office
Education
Boise State University 2003 — 2004
Moorpark College 1993 — 1995
Santa Ynez High School
Santa Ynez High School
Anne Luk Anne Luk's Wells Fargo Insurance Services Experience July 2001 - January 2013
Job Account Coordinator at The ABD Team
Industry Insurance
Experience
The ABD Team February 2013 - Present
Wells Fargo Insurance Services July 2001 - January 2013
Skills
Account Management, Insurance, Risk Management, Underwriting
Education
Cal State Hayward 1998 — 2001
Bachelor of Science (BS), Human Resources
The ABD Team February 2013 - Present
Wells Fargo Insurance Services July 2001 - January 2013
Skills
Account Management, Insurance, Risk Management, Underwriting
Education
Cal State Hayward 1998 — 2001
Bachelor of Science (BS), Human Resources
Sue Beckman Sue Beckman's Wells Fargo Insurance Services Experience January 2009 - June 2009
Job Project Controller at HDR Enginneering, Inc.
Industry Management Consulting
Experience
HDR Enginneering, Inc. August 2011 - Present
Scott County July 2009 - August 2011
Wells Fargo Insurance Services January 2009 - June 2009
JobDig, Inc. January 2008 - December 2008
Summit Envirosolutions, Inc. February 1996 - March 2008
Skills
Budgets, Accounts Payable, Account Reconciliation, Project Planning, Accounts Receivable, Leadership, Management, Event Planning, Project Management, Payroll, Microsoft Word, Microsoft Office, Accounting, Process Improvement, Analysis, Finance, Strategic Planning, Time Management
Education
Bethel University 2009 — 2011
BBS, Business Management
Rasmussen Business College 1983 — 1984
AAS, Accounting
HDR Enginneering, Inc. August 2011 - Present
Scott County July 2009 - August 2011
Wells Fargo Insurance Services January 2009 - June 2009
JobDig, Inc. January 2008 - December 2008
Summit Envirosolutions, Inc. February 1996 - March 2008
Skills
Budgets, Accounts Payable, Account Reconciliation, Project Planning, Accounts Receivable, Leadership, Management, Event Planning, Project Management, Payroll, Microsoft Word, Microsoft Office, Accounting, Process Improvement, Analysis, Finance, Strategic Planning, Time Management
Education
Bethel University 2009 — 2011
BBS, Business Management
Rasmussen Business College 1983 — 1984
AAS, Accounting
Nelson, David Nelson, David's Wells Fargo Insurance Services Experience June 2002 - May 2014
Job Senior Benefits Consultant at USI Insurance Services Inc.
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2002 - May 2014
Skills
Customer Service, Leadership, Employee Benefits, Sales, Management, Insurance, Public Speaking, Team Building, Marketing Strategy, Health Insurance
Education
Brigham Young University 1975 — 1980
Bachelor's degree, Sociology
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2002 - May 2014
Skills
Customer Service, Leadership, Employee Benefits, Sales, Management, Insurance, Public Speaking, Team Building, Marketing Strategy, Health Insurance
Education
Brigham Young University 1975 — 1980
Bachelor's degree, Sociology
Catherine Como Catherine Como's Wells Fargo Insurance Services Experience January 2012 - March 2013
Job Providing the Right message at the Right time
Industry Transportation/Trucking/Railroad
Experience
Randall-Reilly June 2014 - Present
TriNet January 2014 - May 2014
TriNet March 2013 - December 2013
Wells Fargo Insurance Services January 2012 - March 2013
Financial Research Associates August 2010 - October 2011
NFP Corporate Services (NY) August 2000 - February 2009
Cleaner's Supply October 1998 - February 2000
Modern Marketing Concepts Inc. 1995 - 1998
Skills
Account Management, Strategy, Recruiting, Business Development, Marketing Strategy, Cold Calling, Strategic Partnerships, Sales, Business Strategy, Human Resources, Direct Sales, Networking, Leadership, Risk Management, Negotiation, Strategic Planning, Training, Customer Service, Sales Management, Marketing, Team Building, Healthcare, Sales Operations, Employee Benefits, Insurance, Analysis, Time Management, Public Speaking, Event Planning, Customer Retention, New Business Development, Management, Small Business, CRM, Selling, Outsourcing, Start-ups, Health Insurance, Contract Negotiation, Salesforce.com, Sales Process, Lead Generation, Coaching, Access
Education
Binghamton University
BS, Applied Social Sciences
Union Endicott High School
Randall-Reilly June 2014 - Present
TriNet January 2014 - May 2014
TriNet March 2013 - December 2013
Wells Fargo Insurance Services January 2012 - March 2013
Financial Research Associates August 2010 - October 2011
NFP Corporate Services (NY) August 2000 - February 2009
Cleaner's Supply October 1998 - February 2000
Modern Marketing Concepts Inc. 1995 - 1998
Skills
Account Management, Strategy, Recruiting, Business Development, Marketing Strategy, Cold Calling, Strategic Partnerships, Sales, Business Strategy, Human Resources, Direct Sales, Networking, Leadership, Risk Management, Negotiation, Strategic Planning, Training, Customer Service, Sales Management, Marketing, Team Building, Healthcare, Sales Operations, Employee Benefits, Insurance, Analysis, Time Management, Public Speaking, Event Planning, Customer Retention, New Business Development, Management, Small Business, CRM, Selling, Outsourcing, Start-ups, Health Insurance, Contract Negotiation, Salesforce.com, Sales Process, Lead Generation, Coaching, Access
Education
Binghamton University
BS, Applied Social Sciences
Union Endicott High School
Megan Augustin Megan Augustin's Wells Fargo Insurance Services Experience June 2009 - April 2011
Job Customer Service Supervisor at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance May 2011 - Present
Wells Fargo Insurance Services June 2009 - April 2011
Wells Fargo Bank February 2007 - June 2009
Wells Fargo Bank December 2003 - February 2007
Skills
Team Leadership, Time Management, Coaching Staff
Education
Bethel University 2004 — 2008
Social Studies Education with a Minor in History and Business
Wells Fargo Insurance May 2011 - Present
Wells Fargo Insurance Services June 2009 - April 2011
Wells Fargo Bank February 2007 - June 2009
Wells Fargo Bank December 2003 - February 2007
Skills
Team Leadership, Time Management, Coaching Staff
Education
Bethel University 2004 — 2008
Social Studies Education with a Minor in History and Business
Shabana Momin Shabana Momin's Wells Fargo Insurance Services Experience January 2012 - December 2012
Job TSDS Training & Deployment Analyst at Texas Education Agency
Industry Information Technology and Services
Experience
Texas Education Agency August 2014 - Present
Texas Education Agency October 2013 - August 2014
Department of Veterans Affairs February 2013 - October 2013
Wells Fargo Insurance Services January 2012 - December 2012
Brown & Brown of Austin June 2010 - July 2011
Skills
Training, SharePoint, Customer Service, Technical Support, Insurance, Process Improvement, Management, Vendor Management, Property & Casualty..., Account Management, Strategic Planning, Team Leadership, Sales, Team Building, Consulting, Program Management, Microsoft Excel, Software Implementation, New Business Development, Business Strategy, Team Management, Employee Benefits, Customer Service..., ITIL, Service Desk, IT Service Management, Customer-focused Service, Workers Compensation, Curriculum Development, Instructional Design, Virtual Learning
Education
St. Edward's University 2000 — 2003
MBA, Business
California State University-Bakersfield 1996 — 1999
BA Psychology, Psychology/Sociology
Texas Education Agency August 2014 - Present
Texas Education Agency October 2013 - August 2014
Department of Veterans Affairs February 2013 - October 2013
Wells Fargo Insurance Services January 2012 - December 2012
Brown & Brown of Austin June 2010 - July 2011
Skills
Training, SharePoint, Customer Service, Technical Support, Insurance, Process Improvement, Management, Vendor Management, Property & Casualty..., Account Management, Strategic Planning, Team Leadership, Sales, Team Building, Consulting, Program Management, Microsoft Excel, Software Implementation, New Business Development, Business Strategy, Team Management, Employee Benefits, Customer Service..., ITIL, Service Desk, IT Service Management, Customer-focused Service, Workers Compensation, Curriculum Development, Instructional Design, Virtual Learning
Education
St. Edward's University 2000 — 2003
MBA, Business
California State University-Bakersfield 1996 — 1999
BA Psychology, Psychology/Sociology
Lillian Grega Lillian Grega's Wells Fargo Insurance Services Experience May 2013 - Present
Job Account Executive Sales/Benefits
Industry Insurance
Experience
Wells Fargo Insurance Services May 2013 - Present
UnitedHealthcare January 2004 - August 2012
UnitedHealthcare 1999 - 2004
UnitedHealthcare January 1998 - January 1999
MetraHealth / United Healthcare 1995 - 1998
MetLife January 1989 - January 1995
MetLife 1987 - 1989
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Building Relationships, Underwriting, Problem Solving, Health Insurance, General Insurance, Team Building, Team Management, Team-oriented
Education
Bloomsburg University of Pennsylvania 1978 — 1983
Bloomsburg University
Bachelor of Arts, Sociology
Wells Fargo Insurance Services May 2013 - Present
UnitedHealthcare January 2004 - August 2012
UnitedHealthcare 1999 - 2004
UnitedHealthcare January 1998 - January 1999
MetraHealth / United Healthcare 1995 - 1998
MetLife January 1989 - January 1995
MetLife 1987 - 1989
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Building Relationships, Underwriting, Problem Solving, Health Insurance, General Insurance, Team Building, Team Management, Team-oriented
Education
Bloomsburg University of Pennsylvania 1978 — 1983
Bloomsburg University
Bachelor of Arts, Sociology
Christie Wong Christie Wong's Wells Fargo Insurance Services Experience August 1997 - July 2005
Job Account Manager at HMBD, Inc
Industry Insurance
Experience
HMBD, Inc July 2005 - Present
Wells Fargo Insurance Services August 1997 - July 2005
Skills
Property & Casualty..., Customer Service, Insurance, Workers Compensation, Health Insurance, Public Speaking, Commercial Insurance, Professional Liability, Underwriting, General Insurance
Education
CSU Chico 1993 — 1996
Bachelor of Arts (BA), Public Administration
HMBD, Inc July 2005 - Present
Wells Fargo Insurance Services August 1997 - July 2005
Skills
Property & Casualty..., Customer Service, Insurance, Workers Compensation, Health Insurance, Public Speaking, Commercial Insurance, Professional Liability, Underwriting, General Insurance
Education
CSU Chico 1993 — 1996
Bachelor of Arts (BA), Public Administration
Marzena Wilewicz CPCU, CRM Marzena Wilewicz CPCU, CRM's Wells Fargo Insurance Services Experience September 2011 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2011 - Present
Aon Risk Solutions 2000 - September 2011
Marsh December 1996 - September 2000
Skills
Underwriting, Insurance, Salesforce.com, Account Management, Financial Services, Risk Management, Customer Service, Sales, Relationship Management, Financial Analysis, Commercial Insurance, General Insurance, Brokers, Property & Casualty..., Management, Workers Compensation, Leadership, Business Analysis, CRM, Liability, Analysis, Umbrella Insurance, Customer Retention, Marketing, New Business Development, Event Planning, Process Improvement, Team Building
Education
Boston University Graduate School of Management 2011 — 2014
Master of Science (M.S.), Insurance Management, Final GPA 3.84
Charter Oak State College
BS, Business 3.91 GPA
Wells Fargo Insurance Services September 2011 - Present
Aon Risk Solutions 2000 - September 2011
Marsh December 1996 - September 2000
Skills
Underwriting, Insurance, Salesforce.com, Account Management, Financial Services, Risk Management, Customer Service, Sales, Relationship Management, Financial Analysis, Commercial Insurance, General Insurance, Brokers, Property & Casualty..., Management, Workers Compensation, Leadership, Business Analysis, CRM, Liability, Analysis, Umbrella Insurance, Customer Retention, Marketing, New Business Development, Event Planning, Process Improvement, Team Building
Education
Boston University Graduate School of Management 2011 — 2014
Master of Science (M.S.), Insurance Management, Final GPA 3.84
Charter Oak State College
BS, Business 3.91 GPA
Jason J. Macasieb, GBDS Jason J. Macasieb, GBDS's Wells Fargo Insurance Services Experience January 2011 - December 2012
Job Account Executive at BB&T
Industry Insurance
Experience
BB&T November 2012 - Present
Wells Fargo Insurance Services January 2011 - December 2012
Wells Fargo Insurance Services January 2009 - February 2011
ABD Insurance and Financial Services August 2007 - December 2008
Kaiser Foundation Health Plan October 2005 - August 2007
Open Solutions 2003 - 2005
United States Marine Corps August 1999 - August 2003
Skills
Account Management, Strategy, Customer Service, Sales, Competitive Analysis, Leadership, Management, Project Planning, Finance, Salesforce.com, Insurance
Education
California State University-East Bay 2003 — 2005
BS, Health Sciences
Peralta Community College 1999 — 2002
AA, Sociology, Mathematics
BB&T November 2012 - Present
Wells Fargo Insurance Services January 2011 - December 2012
Wells Fargo Insurance Services January 2009 - February 2011
ABD Insurance and Financial Services August 2007 - December 2008
Kaiser Foundation Health Plan October 2005 - August 2007
Open Solutions 2003 - 2005
United States Marine Corps August 1999 - August 2003
Skills
Account Management, Strategy, Customer Service, Sales, Competitive Analysis, Leadership, Management, Project Planning, Finance, Salesforce.com, Insurance
Education
California State University-East Bay 2003 — 2005
BS, Health Sciences
Peralta Community College 1999 — 2002
AA, Sociology, Mathematics
Brian Asman's Wells Fargo Insurance Services Experience June 2013 - August 2013
Job Former Client Support Specialist at Interactive Data Corporation
Industry Financial Services
Experience
Interactive Data June 2014 - August 2015
Wells Fargo Insurance Services June 2013 - August 2013
Netshare Ireland March 2013 - April 2013
Boston University School of Management January 2012 - December 2012
Michael-Ann Russell Jewish Community Center October 2009 - January 2012
Construction Developer Group June 2009 - August 2009
Skills
Microsoft Office, Spanish, Sales, PowerPoint, Social Networking, Microsoft Excel, Adobe Creative Suite, Public Speaking, Social Media, Spreadsheets, Databases, People Skills, Premiere, Microsoft Word, Legal Writing, Research, Outlook, Facebook, Event Planning, Market Research, Critical Thinking, Time Management, Salesforce.com, Oracle, Corporate Finance, Analysis, Customer Service, Leadership, Management
Education
Boston University - School of Management 2010 — 2014
Bachelors of Science, Business Administration; Law and Finance
Dr. Michael M. Krop Senior High School 2006 — 2014
High School Diploma
Interactive Data June 2014 - August 2015
Wells Fargo Insurance Services June 2013 - August 2013
Netshare Ireland March 2013 - April 2013
Boston University School of Management January 2012 - December 2012
Michael-Ann Russell Jewish Community Center October 2009 - January 2012
Construction Developer Group June 2009 - August 2009
Skills
Microsoft Office, Spanish, Sales, PowerPoint, Social Networking, Microsoft Excel, Adobe Creative Suite, Public Speaking, Social Media, Spreadsheets, Databases, People Skills, Premiere, Microsoft Word, Legal Writing, Research, Outlook, Facebook, Event Planning, Market Research, Critical Thinking, Time Management, Salesforce.com, Oracle, Corporate Finance, Analysis, Customer Service, Leadership, Management
Education
Boston University - School of Management 2010 — 2014
Bachelors of Science, Business Administration; Law and Finance
Dr. Michael M. Krop Senior High School 2006 — 2014
High School Diploma
Jenni Ellis Jenni Ellis's Wells Fargo Insurance Services Experience October 2006 - July 2012
Job Vice President, Sr. Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2006 - July 2012
Wells Fargo Insurance Services USA, Inc 2006 - July 2012
abd Insurance and Financial Services October 2006 - October 2007
Precept Group July 1998 - October 2006
Skills
Leadership, Insurance, Employee Benefits, Sales, Account Management
Education
California State University-Chico 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2006 - July 2012
Wells Fargo Insurance Services USA, Inc 2006 - July 2012
abd Insurance and Financial Services October 2006 - October 2007
Precept Group July 1998 - October 2006
Skills
Leadership, Insurance, Employee Benefits, Sales, Account Management
Education
California State University-Chico 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
Rick Y. Donatini's Wells Fargo Insurance Services Experience 1993 - 2003
Job Senior Vice President, The Leavitt Group
Industry Insurance
Experience
The Leavitt Group May 2008 - Present
American Financial Exchnage ( AFX) 2004 - 2008
Wells Fargo Insurance Services 1993 - 2003
Cigna HealthCare 1991 - 1994
Skills
Healthcare, New Business Development, Benefits Administration, Employee Benefits, Restaurants, Health Insurance, Human Resources, Strategy, Municipalities, Management, Manufacturing, Temporary Placement, Leadership, Insurance, Program Management, Hotels, Sales, Risk Management, Property & Casualty..., Underwriting, Casualty, Disability Insurance, Health Savings Accounts, Selling, Life Insurance, Brokers, Sales Management, Professional Liability, Self-funded, Employment Practices..., Legal Liability, Commercial Insurance, COBRA, D&O, Term Life Insurance
Education
California State University-Fullerton 1986 — 1991
Melodyland High School
The Leavitt Group May 2008 - Present
American Financial Exchnage ( AFX) 2004 - 2008
Wells Fargo Insurance Services 1993 - 2003
Cigna HealthCare 1991 - 1994
Skills
Healthcare, New Business Development, Benefits Administration, Employee Benefits, Restaurants, Health Insurance, Human Resources, Strategy, Municipalities, Management, Manufacturing, Temporary Placement, Leadership, Insurance, Program Management, Hotels, Sales, Risk Management, Property & Casualty..., Underwriting, Casualty, Disability Insurance, Health Savings Accounts, Selling, Life Insurance, Brokers, Sales Management, Professional Liability, Self-funded, Employment Practices..., Legal Liability, Commercial Insurance, COBRA, D&O, Term Life Insurance
Education
California State University-Fullerton 1986 — 1991
Melodyland High School
Maryann Quartuccio CISR,CPIW's Wells Fargo Insurance Services Experience March 2005 - July 2010
Job Accounts PayableCountry Club Villa Properties/Personal Insurance Account Executive
Industry Accounting
Experience
Country Club Villa Properties August 2010 - Present
Wells Fargo Insurance Services March 2005 - July 2010
Thoits Insurance October 2003 - March 2005
ABD Insurance Services Inc August 1990 - October 1995
Skills
Personal Insurance,..., Team Management, Food Service Operations, General Office..., Payroll, Sales, Culinary Skills, Workers Compensation, Microsoft Excel, Account Management, Team Building, PowerPoint, Insurance, Microsoft Word, Underwriting, Customer Service, Strategic Planning, Outlook, Bank Reconciliation, Employee Benefits, Risk Management, Property & Casualty..., Leadership
Education
California Polytechnic State University-San Luis Obispo 1981 — 1984
BS, Home Economics- Food Management
San Jose City College 1975 — 1979
Associate of Arts (AA), Home Economics/Food & Nutrition
Country Club Villa Properties August 2010 - Present
Wells Fargo Insurance Services March 2005 - July 2010
Thoits Insurance October 2003 - March 2005
ABD Insurance Services Inc August 1990 - October 1995
Skills
Personal Insurance,..., Team Management, Food Service Operations, General Office..., Payroll, Sales, Culinary Skills, Workers Compensation, Microsoft Excel, Account Management, Team Building, PowerPoint, Insurance, Microsoft Word, Underwriting, Customer Service, Strategic Planning, Outlook, Bank Reconciliation, Employee Benefits, Risk Management, Property & Casualty..., Leadership
Education
California Polytechnic State University-San Luis Obispo 1981 — 1984
BS, Home Economics- Food Management
San Jose City College 1975 — 1979
Associate of Arts (AA), Home Economics/Food & Nutrition
Vanessa Cohen's Wells Fargo Insurance Services Experience August 2005 - December 2007
Job Business Development Specialist at Crestbrook
Industry Insurance
Experience
Nationwide Private Client June 2015 - Present
HBT Insurance August 2013 - May 2015
Propel Insurance August 2011 - August 2013
Propel Insurance February 2010 - August 2011
Propel Insurance March 2009 - February 2010
AH&T Insurance December 2007 - March 2009
Wells Fargo Insurance Services August 2005 - December 2007
American Insurance Managers, Inc. July 2001 - August 2005
Skills
Insurance, D&O, Professional Liability, Commercial Insurance, Brokers, Property & Casualty..., Employment Practices..., Underwriting, Account Management, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Liability, Commercial Lines, General Insurance, Casualty Insurance
Education
University of Washington 2004 — 2006
Bellevue Community College 2001 — 2004
AA
Nationwide Private Client June 2015 - Present
HBT Insurance August 2013 - May 2015
Propel Insurance August 2011 - August 2013
Propel Insurance February 2010 - August 2011
Propel Insurance March 2009 - February 2010
AH&T Insurance December 2007 - March 2009
Wells Fargo Insurance Services August 2005 - December 2007
American Insurance Managers, Inc. July 2001 - August 2005
Skills
Insurance, D&O, Professional Liability, Commercial Insurance, Brokers, Property & Casualty..., Employment Practices..., Underwriting, Account Management, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Liability, Commercial Lines, General Insurance, Casualty Insurance
Education
University of Washington 2004 — 2006
Bellevue Community College 2001 — 2004
AA
Legarreta Andrea's Wells Fargo Insurance Services Experience
Job Account Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services
Skills
Account Management, Customer Service, Leadership, Microsoft Office, New Business Development, Sales, Sales Management, Team Building, Underwriting
Education
Boise State University 1991 — 1996
Wells Fargo Insurance Services
Skills
Account Management, Customer Service, Leadership, Microsoft Office, New Business Development, Sales, Sales Management, Team Building, Underwriting
Education
Boise State University 1991 — 1996
Nancy Kenney's Wells Fargo Insurance Services Experience September 2011 - Present
Job Account Executive Benefits at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2011 - Present
Mercer H&B January 2008 - January 2011
2011 Mercer Health and Benefits January 2008 - January 2011
Everest Administrators April 1999 - January 2008
Everest Administrators January 1999 - January 2008
Provo/Orem Chamber of Commerce January 1998 - January 1999
Provo City Recreation Department January 1995 - January 1997
Skills
Employee Benefits, Health Insurance, Insurance, Process Improvement, Financial Analysis, Health Savings Accounts, Human Resources, Disability Insurance, Coaching, Marketing, Budgets, Program Management, Sales Management, Analysis, Risk Management, Account Management, Data Analysis, Management, Underwriting, Benefits Administration, Training, Leadership, Business Planning
Education
Brigham Young University 2005 — 2007
MBA
Brigham Young University
BS, Recreation Management
Brigham Young University, Marriott School of Management
Executive MBA
Wells Fargo Insurance Services September 2011 - Present
Mercer H&B January 2008 - January 2011
2011 Mercer Health and Benefits January 2008 - January 2011
Everest Administrators April 1999 - January 2008
Everest Administrators January 1999 - January 2008
Provo/Orem Chamber of Commerce January 1998 - January 1999
Provo City Recreation Department January 1995 - January 1997
Skills
Employee Benefits, Health Insurance, Insurance, Process Improvement, Financial Analysis, Health Savings Accounts, Human Resources, Disability Insurance, Coaching, Marketing, Budgets, Program Management, Sales Management, Analysis, Risk Management, Account Management, Data Analysis, Management, Underwriting, Benefits Administration, Training, Leadership, Business Planning
Education
Brigham Young University 2005 — 2007
MBA
Brigham Young University
BS, Recreation Management
Brigham Young University, Marriott School of Management
Executive MBA
Vincent Gandolfo's Wells Fargo Insurance Services Experience 2009 - 2009
Job Insurance Consultant & Broker
Industry Insurance
Experience
Wells Fargo Insurance Services 2009 - 2009
Education
Bowdoin College 1973 — 1977
Wells Fargo Insurance Services 2009 - 2009
Education
Bowdoin College 1973 — 1977
Kris Datwyler's Wells Fargo Insurance Services Experience January 2009 - July 2012
Job Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services January 2009 - July 2012
ABD Insurance and Financial Services September 2004 - December 2008
McKesson 1997 - 2004
Skills
Customer Service, Account Management, Benefits Administration, Health Insurance, Employee Benefits, Insurance, Workers Compensation, Underwriting, Brokers, Health Savings Accounts, Open Enrollment, Disability Insurance, COBRA, Claim, Life Insurance
Education
Golden Gate University 1993 — 1995
Master of Science, Human Resources
California State University-Sacramento 1987 — 1991
Bachelor of Science ~ Business Administration, Human Resources
The ABD Team July 2012 - Present
Wells Fargo Insurance Services January 2009 - July 2012
ABD Insurance and Financial Services September 2004 - December 2008
McKesson 1997 - 2004
Skills
Customer Service, Account Management, Benefits Administration, Health Insurance, Employee Benefits, Insurance, Workers Compensation, Underwriting, Brokers, Health Savings Accounts, Open Enrollment, Disability Insurance, COBRA, Claim, Life Insurance
Education
Golden Gate University 1993 — 1995
Master of Science, Human Resources
California State University-Sacramento 1987 — 1991
Bachelor of Science ~ Business Administration, Human Resources
Patrick Meldon's Wells Fargo Insurance Services Experience April 2004 - Present
Job Assistant Vice President at Wells Fargo
Industry Insurance
Experience
Wells Fargo Insurance Services April 2004 - Present
Columbus Powersports January 2009 - Present
Sky Financial Group January 2003 - January 2004
Education
Bowling Green State University 1998 — 2002
Bachelors, Communications / Sales & Marketing
Wells Fargo Insurance Services April 2004 - Present
Columbus Powersports January 2009 - Present
Sky Financial Group January 2003 - January 2004
Education
Bowling Green State University 1998 — 2002
Bachelors, Communications / Sales & Marketing
Christian Bretz's Wells Fargo Insurance Services Experience May 2005 - July 2012
Job Director of Investments and Operations, ABD Retirement Services
Industry Financial Services
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services May 2005 - July 2012
Marsh/Mercer September 2000 - May 2005
Franklin Templeton May 1997 - September 2000
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Management and Operations
The ABD Team July 2012 - Present
Wells Fargo Insurance Services May 2005 - July 2012
Marsh/Mercer September 2000 - May 2005
Franklin Templeton May 1997 - September 2000
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Management and Operations
Alexis Phan's Wells Fargo Insurance Services Experience May 2005 - June 2010
Job Commercial Lines Insurance Professional
Industry Insurance
Experience
Phoenix Risk Management July 2011 - August 2013
mark. (Avon Products, Inc.) October 2010 - March 2012
mark. (Avon Products, Inc.) April 2009 - March 2012
Wells Fargo Insurance Services May 2005 - June 2010
Cummins Insurance Agency, Inc. September 2001 - May 2005
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Customer Service, Professional Liability, Workers Compensation, P&C License, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Office 2007, Social Media, Mac OS, Epic Systems, TAM, Cosmetics, Social Networking, Facebook, Fashion, Insurance, Underwriting, Account Management, Direct Sales, Casualty, Time Management, Social Media Marketing, Event Planning, Team Building, Blogging, Liability, Beauty Industry, Makeup Artistry, Management
Education
California State University-Sacramento
Sacramento City College
Phoenix Risk Management July 2011 - August 2013
mark. (Avon Products, Inc.) October 2010 - March 2012
mark. (Avon Products, Inc.) April 2009 - March 2012
Wells Fargo Insurance Services May 2005 - June 2010
Cummins Insurance Agency, Inc. September 2001 - May 2005
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Customer Service, Professional Liability, Workers Compensation, P&C License, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Office 2007, Social Media, Mac OS, Epic Systems, TAM, Cosmetics, Social Networking, Facebook, Fashion, Insurance, Underwriting, Account Management, Direct Sales, Casualty, Time Management, Social Media Marketing, Event Planning, Team Building, Blogging, Liability, Beauty Industry, Makeup Artistry, Management
Education
California State University-Sacramento
Sacramento City College
Scott Rhymes's Wells Fargo Insurance Services Experience November 2004 - Present
Job VP Risk Control Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2004 - Present
Golden Gate Bridge Highway and Transporation District September 1997 - November 2004
Harmon Kardon (JBL) March 1996 - July 1997
Skills
Change Management, Budgets, Claim, Claims Management, Environmental Awareness, Financial Risk, Insurance, Management, Performance Management, Property & Casualty..., Risk Assessment, Risk Management, Team Building, Training, Underwriting, Workers Compensation, Legal Liability, Liability, Casualty, Workers' Compensation..., Ergonomics, Emergency Management, Employee Training, Industrial Hygiene, Occupational Health, Construction Safety, Safety Management...
Education
California State University-Northridge 1995 — 1996
M.S., Environmental and Occupational Health
California State University-Northridge 1989 — 1995
B.S., Environmental Health and Safety
California State University-Northridge 1989 — 1995
Minor, Biology, General
Wells Fargo Insurance Services November 2004 - Present
Golden Gate Bridge Highway and Transporation District September 1997 - November 2004
Harmon Kardon (JBL) March 1996 - July 1997
Skills
Change Management, Budgets, Claim, Claims Management, Environmental Awareness, Financial Risk, Insurance, Management, Performance Management, Property & Casualty..., Risk Assessment, Risk Management, Team Building, Training, Underwriting, Workers Compensation, Legal Liability, Liability, Casualty, Workers' Compensation..., Ergonomics, Emergency Management, Employee Training, Industrial Hygiene, Occupational Health, Construction Safety, Safety Management...
Education
California State University-Northridge 1995 — 1996
M.S., Environmental and Occupational Health
California State University-Northridge 1989 — 1995
B.S., Environmental Health and Safety
California State University-Northridge 1989 — 1995
Minor, Biology, General
S. Amie Arjwongs's Wells Fargo Insurance Services Experience February 2011 - Present
Job Account Manager, Employee Benefits at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services February 2011 - Present
Metropark USA, Inc November 2008 - January 2011
CSC, Formerly First Consulting Group May 2006 - July 2008
Acoustic Home Loans 2005 - 2006
Education
California State University-Fullerton 2003 — 2005
Wells Fargo Insurance Services February 2011 - Present
Metropark USA, Inc November 2008 - January 2011
CSC, Formerly First Consulting Group May 2006 - July 2008
Acoustic Home Loans 2005 - 2006
Education
California State University-Fullerton 2003 — 2005
Kelli Curran, CISR's Wells Fargo Insurance Services Experience July 2009 - June 2013
Job National Accounts Unit at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2009 - June 2013
Wachovia Insurance Services September 2006 - June 2009
O'Gorman & Young, inc August 1998 - September 2006
Traber & Vreeland October 1997 - April 1998
William H. Connolly Co May 1994 - September 1996
Skills
Marketing, Management, Public Speaking, Underwriting, Insurance, Property & Casualty..., New Business Development, Commercial Insurance, Commercial Lines, Time Management, Brokers, Customer Service, Financial Risk
Education
Berkeley College 1991 — 1993
Associates Degree in Applied Science, Business
Montclair High School 1984 — 1987
Wells Fargo Insurance Services July 2009 - June 2013
Wachovia Insurance Services September 2006 - June 2009
O'Gorman & Young, inc August 1998 - September 2006
Traber & Vreeland October 1997 - April 1998
William H. Connolly Co May 1994 - September 1996
Skills
Marketing, Management, Public Speaking, Underwriting, Insurance, Property & Casualty..., New Business Development, Commercial Insurance, Commercial Lines, Time Management, Brokers, Customer Service, Financial Risk
Education
Berkeley College 1991 — 1993
Associates Degree in Applied Science, Business
Montclair High School 1984 — 1987
Cris Christensen's Wells Fargo Insurance Services Experience April 2010 - August 2012
Job Senior Claims Consultant (Executive Protection Services) at The ABD Team
Industry Insurance
Experience
The ABD Team August 2012 - Present
Wells Fargo Insurance Services April 2010 - August 2012
NASDAQ / Carpenter Moore Insurance Services, Inc. April 1998 - April 2010
Carpenter Moore Insurance Services, Inc. 1997 - 2009
McCaulou's Dept. Store June 1991 - March 1998
Skills
Claims, D&O, Employment Practices..., Insurance, Account Management, Buying, Property & Casualty..., Casualty, Commercial Insurance, Professional Liability, Claim, Underwriting, Brokers, Risk Management, Real Estate, Liability, Healthcare, Team Building, Management, Training
Education
California State University-Sacramento
Business Administration
The ABD Team August 2012 - Present
Wells Fargo Insurance Services April 2010 - August 2012
NASDAQ / Carpenter Moore Insurance Services, Inc. April 1998 - April 2010
Carpenter Moore Insurance Services, Inc. 1997 - 2009
McCaulou's Dept. Store June 1991 - March 1998
Skills
Claims, D&O, Employment Practices..., Insurance, Account Management, Buying, Property & Casualty..., Casualty, Commercial Insurance, Professional Liability, Claim, Underwriting, Brokers, Risk Management, Real Estate, Liability, Healthcare, Team Building, Management, Training
Education
California State University-Sacramento
Business Administration
Becky Christensen's Wells Fargo Insurance Services Experience 2004 - Present
Job Assistant Vice President, Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2004 - Present
Novartis November 2001 - September 2004
Health Plan of the Redwoods 1988 - 2001
Johnson & Johnson 1985 - 1987
Education
California State University-Fresno
Bachelor of Science, Health Science
Wells Fargo Insurance Services 2004 - Present
Novartis November 2001 - September 2004
Health Plan of the Redwoods 1988 - 2001
Johnson & Johnson 1985 - 1987
Education
California State University-Fresno
Bachelor of Science, Health Science
Doris Piper's Wells Fargo Insurance Services Experience March 2009 - Present
Job Services Manager at Kelley & Swain, Inc.
Industry Insurance
Experience
Wells FArgo Insurance Services March 2009 - Present
Education
California State University-Sacramento 1983 — 1985
Wells FArgo Insurance Services March 2009 - Present
Education
California State University-Sacramento 1983 — 1985
Jeffrey Watt's Wells Fargo Insurance Services Experience April 2006 - December 2008
Job W Benefits
Industry Insurance
Experience
W Benefits December 2008 - Present
Wells Fargo Insurance Services April 2006 - December 2008
Precept 2002 - December 2005
Online Benefits 2000 - 2001
Employee Benefit Solutions 1996 - 2000
CIGNA Healthcare 1992 - 1995
Skills
Employee Benefits
Education
Boston University 1985 — 1989
BA, Political Science
Tilton s 1984 — 1985
W Benefits December 2008 - Present
Wells Fargo Insurance Services April 2006 - December 2008
Precept 2002 - December 2005
Online Benefits 2000 - 2001
Employee Benefit Solutions 1996 - 2000
CIGNA Healthcare 1992 - 1995
Skills
Employee Benefits
Education
Boston University 1985 — 1989
BA, Political Science
Tilton s 1984 — 1985
Kevin Krigbaum's Wells Fargo Insurance Services Experience June 2011 - April 2013
Job Risk and Insurance Consultant at Wells Fargo
Industry Insurance
Experience
Wells Fargo April 2013 - Present
Wells Fargo Insurance Services June 2011 - April 2013
Wells Fargo Insurance Services June 2009 - June 2011
Epicor October 2008 - June 2009
Bemidji State University January 2007 - June 2008
Education
Bemidji State University 1997 — 2002
Bemidji High School 1994 — 1997
Wells Fargo April 2013 - Present
Wells Fargo Insurance Services June 2011 - April 2013
Wells Fargo Insurance Services June 2009 - June 2011
Epicor October 2008 - June 2009
Bemidji State University January 2007 - June 2008
Education
Bemidji State University 1997 — 2002
Bemidji High School 1994 — 1997
Vinny Allen's Wells Fargo Insurance Services Experience Sr. Vice PresidentWells Fargo Insurance ServicesApril 1989 - Present
Job Sr. Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services Sr. Vice PresidentWells Fargo Insurance ServicesApril 1989 - Present
Education
Boston College 1974 — 1978
Wells Fargo Insurance Services Sr. Vice PresidentWells Fargo Insurance ServicesApril 1989 - Present
Education
Boston College 1974 — 1978
Darby Johnson's Wells Fargo Insurance Services Experience September 2011 - Present
Job Vice President, Wells Fargo Insurance Services, Central Coast and Central California Divisions
Industry Insurance
Experience
Wells Fargo Insurance Services September 2011 - Present
Education
California State University, Fresno
Wells Fargo Insurance Services September 2011 - Present
Education
California State University, Fresno
Slater Schrempp's Wells Fargo Insurance Services Experience October 2011 - Present
Job Insurance agent at Wells Fargo Insurance Services
Industry Medical Devices
Experience
Wells Fargo Insurance Services October 2011 - Present
LifeScan Upright MRI March 2010 - October 2011
Target Corp. April 2007 - December 2009
Skills
Employee Training, Escalation Resolution, Sales, Customer Service, Microsoft Office, Marketing, Account Management, Leadership, Sales Management, Microsoft Word, Marketing Strategy, PowerPoint
Education
Bemidji State University 2005 — 2009
Business Administration, Marketing, Management, Entrepreneurship
Wells Fargo Insurance Services October 2011 - Present
LifeScan Upright MRI March 2010 - October 2011
Target Corp. April 2007 - December 2009
Skills
Employee Training, Escalation Resolution, Sales, Customer Service, Microsoft Office, Marketing, Account Management, Leadership, Sales Management, Microsoft Word, Marketing Strategy, PowerPoint
Education
Bemidji State University 2005 — 2009
Business Administration, Marketing, Management, Entrepreneurship
Jolene Wood's Wells Fargo Insurance Services Experience 2004 - 2006
Job Account Manager at The Mahoney Group
Industry Insurance
Experience
The Mahoney Group May 2014 - Present
Benefit Administration Company October 2008 - May 2014
The Regence Group October 2007 - October 2008
Sam's Club October 2006 - October 2007
Wells Fargo Insurance Services 2004 - 2006
Wells Fargo Insurance Services 2004 - 2006
Brown & Brown 1999 - 2004
Skills
Health Insurance, Insurance, Call Centers, Customer Service, Lotus Notes, HIPAA, Data Entry, Process Improvement, Employee Benefits, Outlook, Medicare, Visio, Software Documentation, Access, Claim, Sales, Account Management, Employee Relations, Disability Insurance, Health Savings Accounts, Life Insurance, Underwriting, Brokers
Education
Boise State University 1976 — 1980
Bachelor of Arts (B.A.), Communications, Psychology
Payette High School
The Mahoney Group May 2014 - Present
Benefit Administration Company October 2008 - May 2014
The Regence Group October 2007 - October 2008
Sam's Club October 2006 - October 2007
Wells Fargo Insurance Services 2004 - 2006
Wells Fargo Insurance Services 2004 - 2006
Brown & Brown 1999 - 2004
Skills
Health Insurance, Insurance, Call Centers, Customer Service, Lotus Notes, HIPAA, Data Entry, Process Improvement, Employee Benefits, Outlook, Medicare, Visio, Software Documentation, Access, Claim, Sales, Account Management, Employee Relations, Disability Insurance, Health Savings Accounts, Life Insurance, Underwriting, Brokers
Education
Boise State University 1976 — 1980
Bachelor of Arts (B.A.), Communications, Psychology
Payette High School
Loriann Ferrell-Soto'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
Michael J. Hall & Company 2003 - 2011
Skills
Commercial Insurance..., Insurance Agency..., Effective Interpersonal..., Bilingual-English/Spanis..., WA Licensed P&C..., Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Brokers, Underwriting
Education
California State University-Sacramento 1984 — 1987
Bachelor's Degree, Economics-Minor
University of Madrid 1984 — 1985
Attended UOM as Intl. Programs student from CSU,Sacramento, Economics, Spanish Lit, Art History-Prado Museum, Junior year abroad - Honor Student
BA Spanish (CSU, Sacramento)
Wells Fargo Insurance Services March 2013 - Present
Michael J. Hall & Company 2003 - 2011
Skills
Commercial Insurance..., Insurance Agency..., Effective Interpersonal..., Bilingual-English/Spanis..., WA Licensed P&C..., Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Brokers, Underwriting
Education
California State University-Sacramento 1984 — 1987
Bachelor's Degree, Economics-Minor
University of Madrid 1984 — 1985
Attended UOM as Intl. Programs student from CSU,Sacramento, Economics, Spanish Lit, Art History-Prado Museum, Junior year abroad - Honor Student
BA Spanish (CSU, Sacramento)
Charlene Washburn's Wells Fargo Insurance Services Experience 2007 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2007 - Present
Marsh December 2003 - September 2006
Strategic Risk Solutions September 2001 - December 2003
McGriff, Seibels & Williams November 1996 - September 2001
Alexander & Alexander August 1987 - November 1996
Skills
Captives, Casualty, Energy, Insurance, Risk Management, Insurance Brokerage, Environmental Awareness, Legal Liability, Risk Assessment, Underwriting, Property & Casualty..., Professional Liability, Commercial Insurance, Brokers, General Insurance, Casualty Insurance, Liability
Education
Southwest Texas State University
ERM, Environmental Risk Management
Bemidji State University
none, Social Work/pre-law
Metropolitan State University
B. A., Business, Communications
Wells Fargo Insurance Services 2007 - Present
Marsh December 2003 - September 2006
Strategic Risk Solutions September 2001 - December 2003
McGriff, Seibels & Williams November 1996 - September 2001
Alexander & Alexander August 1987 - November 1996
Skills
Captives, Casualty, Energy, Insurance, Risk Management, Insurance Brokerage, Environmental Awareness, Legal Liability, Risk Assessment, Underwriting, Property & Casualty..., Professional Liability, Commercial Insurance, Brokers, General Insurance, Casualty Insurance, Liability
Education
Southwest Texas State University
ERM, Environmental Risk Management
Bemidji State University
none, Social Work/pre-law
Metropolitan State University
B. A., Business, Communications
Chasidy Welsh's Wells Fargo Insurance Services Experience January 2003 - November 2009
Job Insurance
Industry Insurance
Experience
Trustpoint Insurance, LLC July 2012 - February 2014
Wells Fargo Insurance Services January 2003 - November 2009
Skills
Licensed Property &..., Licensed Life & Health..., Real Estate License, Commercial Insurance, Umbrella Insurance, Commercial Lines, Legal Liability, Property & Casualty...
Education
Bluefield College 1998 — 2002
B.A. History, History, Business Mgmt
Richlands High School
Trustpoint Insurance, LLC July 2012 - February 2014
Wells Fargo Insurance Services January 2003 - November 2009
Skills
Licensed Property &..., Licensed Life & Health..., Real Estate License, Commercial Insurance, Umbrella Insurance, Commercial Lines, Legal Liability, Property & Casualty...
Education
Bluefield College 1998 — 2002
B.A. History, History, Business Mgmt
Richlands High School
Jennifer Titus-Lynch, CIC's Wells Fargo Insurance Services Experience August 2006 - February 2008
Job
Industry Insurance
Experience
Patra Corporation January 2014 - Present
Titus & Associates Insurance & Financial Services, Inc. January 2012 - Present
Applied Systems January 2011 - January 2014
The Leavitt Group February 2009 - January 2011
ISU Brandt Insurance February 2008 - June 2008
Wells Fargo Insurance Services August 2006 - February 2008
Titus & Associates Insurance and Financial Services, Inc. December 2001 - August 2006
Skills
Commercial Insurance, Insurance, TAM, Epic Systems, AMS360, Property & Casualty..., Operating Systems, Data Conversion, Workflow, Business Process..., Sales Management, Health Insurance, Brokers, Workers Compensation, Employee Benefits, Marketing, Underwriting, General Insurance, Small Business, Account Management, Liability, Analysis, Consulting, Management Consulting, Risk Management, Casualty Insurance, Professional Liability, Legal Liability, Management, Umbrella Insurance, Customer Service, Training, Employment Practices..., Team Building, D&O
Education
Western Governors University 2013 — 2016
Bachelor of Business Management, Business
Sonoma State University 2008 — 2008
Business Administration and Management, General
Brigham Young University - Idaho 1999 — 2001
Associates, Business Management
Patra Corporation January 2014 - Present
Titus & Associates Insurance & Financial Services, Inc. January 2012 - Present
Applied Systems January 2011 - January 2014
The Leavitt Group February 2009 - January 2011
ISU Brandt Insurance February 2008 - June 2008
Wells Fargo Insurance Services August 2006 - February 2008
Titus & Associates Insurance and Financial Services, Inc. December 2001 - August 2006
Skills
Commercial Insurance, Insurance, TAM, Epic Systems, AMS360, Property & Casualty..., Operating Systems, Data Conversion, Workflow, Business Process..., Sales Management, Health Insurance, Brokers, Workers Compensation, Employee Benefits, Marketing, Underwriting, General Insurance, Small Business, Account Management, Liability, Analysis, Consulting, Management Consulting, Risk Management, Casualty Insurance, Professional Liability, Legal Liability, Management, Umbrella Insurance, Customer Service, Training, Employment Practices..., Team Building, D&O
Education
Western Governors University 2013 — 2016
Bachelor of Business Management, Business
Sonoma State University 2008 — 2008
Business Administration and Management, General
Brigham Young University - Idaho 1999 — 2001
Associates, Business Management
William Terry's Wells Fargo Insurance Services Experience August 2014 - Present
Job Vice President & Compliance Manager at Wells Fargo
Industry Insurance
Experience
Wells Fargo Insurance Services August 2014 - Present
Wells Fargo WBR Wealth Management-Private Banking February 2005 - August 2014
Federal Reserve Bank of San Francisco 1995 - 2005
Skills
Banking, Commercial Lending, Financial Analysis, Due Diligence, Mortgage Lending
Education
Brigham Young University 1979 — 1985
BS, Business Administration Finance
Brigham Young University 1979 — 1985
BS, Business
Wells Fargo Insurance Services August 2014 - Present
Wells Fargo WBR Wealth Management-Private Banking February 2005 - August 2014
Federal Reserve Bank of San Francisco 1995 - 2005
Skills
Banking, Commercial Lending, Financial Analysis, Due Diligence, Mortgage Lending
Education
Brigham Young University 1979 — 1985
BS, Business Administration Finance
Brigham Young University 1979 — 1985
BS, Business
Darryl Ives's Wells Fargo Insurance Services Experience September 2011 - Present
Job Vice President Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2011 - Present
Lockton Companies April 2003 - 2011
Aon Consulting October 1994 - April 2003
National Semiconductor 1984 - 1994
Industrial Risk Insurers June 1977 - June 1984
Skills
Commercial Insurance, Underwriting, Brokers, Financial Risk, Insurance, Business Planning, Professional Liability, Management, Property & Casualty..., Finance, Sales, Program Management, Casualty, Start-ups, Employee Benefits, Liability, Workers Compensation, Risk Management, General Insurance
Education
San Jose State University 1991 — 1994
MBA, Finance
California State University, Fresno 1974 — 1976
BS, Industrial Technology, magna cum laude
Ventura College 1971 — 1973
AS, Biology
Wells Fargo Insurance Services September 2011 - Present
Lockton Companies April 2003 - 2011
Aon Consulting October 1994 - April 2003
National Semiconductor 1984 - 1994
Industrial Risk Insurers June 1977 - June 1984
Skills
Commercial Insurance, Underwriting, Brokers, Financial Risk, Insurance, Business Planning, Professional Liability, Management, Property & Casualty..., Finance, Sales, Program Management, Casualty, Start-ups, Employee Benefits, Liability, Workers Compensation, Risk Management, General Insurance
Education
San Jose State University 1991 — 1994
MBA, Finance
California State University, Fresno 1974 — 1976
BS, Industrial Technology, magna cum laude
Ventura College 1971 — 1973
AS, Biology
Gary Leyh's Wells Fargo Insurance Services Experience March 2006 - September 2006
Job Accounting Contractor at Robert Half International
Industry Medical Devices
Experience
Robert Half International June 2011 - Present
American Medical Systems August 2009 - June 2011
Robert Half International June 2008 - November 2009
Numberworks February 2007 - May 2008
Wells Fargo Insurance Services March 2006 - September 2006
Robert Half Finance & Accounting July 2004 - March 2006
MetLife Investors February 2000 - April 2004
Embassy Suites 1996 - 1997
Skills
Customer Service, Accounts Receivable, Accounts Payable, General Ledger, Microsoft Excel, JD Edwards, Account Reconciliation, Outlook
Education
St. Cloud State University 1989 — 1991
Bachelor of Science, Elementary Education
Bemidji State University 1985 — 1987
Graphic Design, Theatre, General Education
Robert Half International June 2011 - Present
American Medical Systems August 2009 - June 2011
Robert Half International June 2008 - November 2009
Numberworks February 2007 - May 2008
Wells Fargo Insurance Services March 2006 - September 2006
Robert Half Finance & Accounting July 2004 - March 2006
MetLife Investors February 2000 - April 2004
Embassy Suites 1996 - 1997
Skills
Customer Service, Accounts Receivable, Accounts Payable, General Ledger, Microsoft Excel, JD Edwards, Account Reconciliation, Outlook
Education
St. Cloud State University 1989 — 1991
Bachelor of Science, Elementary Education
Bemidji State University 1985 — 1987
Graphic Design, Theatre, General Education
Bill Ruttledge's Wells Fargo Insurance Services Experience September 2004 - October 2009
Job Business Mentor, Chairman Elect at Vancouver Chapter of SCORE
Industry Insurance
Experience
Vancouver Chapter of SCORE October 2012 - Present
Vancouver Chapter of SCORE October 2009 - Present
Wells Fargo Insurance Services September 2004 - October 2009
Marsh 1997 - 2004
Johnson & Higgins 1989 - 1997
Aon Risk Services 1970 - 1989
James S. Kemper & Company (acquired by Aon Corporation) 1970 - 1983
Skills
Insurance, Risk Management, Property & Casualty..., New Business Development, Workers Compensation, Underwriting, Team Building, CRM, Commercial Insurance
Education
Beloit College 1961 — 1965
BA, Economics
Palm Springs High School 1959 — 1961
Vancouver Chapter of SCORE October 2012 - Present
Vancouver Chapter of SCORE October 2009 - Present
Wells Fargo Insurance Services September 2004 - October 2009
Marsh 1997 - 2004
Johnson & Higgins 1989 - 1997
Aon Risk Services 1970 - 1989
James S. Kemper & Company (acquired by Aon Corporation) 1970 - 1983
Skills
Insurance, Risk Management, Property & Casualty..., New Business Development, Workers Compensation, Underwriting, Team Building, CRM, Commercial Insurance
Education
Beloit College 1961 — 1965
BA, Economics
Palm Springs High School 1959 — 1961
Craig Averill's Wells Fargo Insurance Services Experience June 2009 - Present
Job Manager of Advanced Case Design and Client Services, Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services June 2009 - Present
Bank of America 2004 - 2009
Education
Boston College 1974 — 1978
BA, Mathematics
Weston High School 1970 — 1974
Wells Fargo Insurance Services June 2009 - Present
Bank of America 2004 - 2009
Education
Boston College 1974 — 1978
BA, Mathematics
Weston High School 1970 — 1974
DeMerit Theresa's Wells Fargo Insurance Services Experience August 2005 - Present
Job Vice President Sr. Claim Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2005 - Present
Bolton & Company October 2001 - September 2004
Skills
Insurance, Workers Compensation
Education
California State Polytechnic University-Pomona 1989 — 1991
BS, Business Administration
Wells Fargo Insurance Services August 2005 - Present
Bolton & Company October 2001 - September 2004
Skills
Insurance, Workers Compensation
Education
California State Polytechnic University-Pomona 1989 — 1991
BS, Business Administration
Jenna Arnold's Wells Fargo Insurance Services Experience June 2014 - Present
Job Business Development Office with WF Insurance
Industry Banking
Experience
Wells Fargo Insurance Services June 2014 - Present
Wells Fargo November 2011 - June 2014
Wells Fargo Bank February 2010 - October 2011
Wells Fargo February 1999 - February 2010
Wells Fargo February 2003 - May 2004
Skills
Banking, Credit, Loans, Commercial Banking, Commercial Lending, Mortgage Lending, Customer Service, Underwriting, Consumer Lending, Investments, Small Business Lending, Real Estate, Credit Analysis, Management, Retail Banking, Training, Leadership, Relationship Management, Employee Training, Marketing, Finance, Sales, Risk Management, Team Building, Financial Services, Insurance, Cross Selling, Portfolio Management, Coaching
Education
Bellevue University 2007 — 2010
Masters of Business Administration, Marketing, Human Resource Management
University of Nebraska at Omaha 1999 — 2004
Business Administration, Finance, Banking
Wells Fargo Insurance Services June 2014 - Present
Wells Fargo November 2011 - June 2014
Wells Fargo Bank February 2010 - October 2011
Wells Fargo February 1999 - February 2010
Wells Fargo February 2003 - May 2004
Skills
Banking, Credit, Loans, Commercial Banking, Commercial Lending, Mortgage Lending, Customer Service, Underwriting, Consumer Lending, Investments, Small Business Lending, Real Estate, Credit Analysis, Management, Retail Banking, Training, Leadership, Relationship Management, Employee Training, Marketing, Finance, Sales, Risk Management, Team Building, Financial Services, Insurance, Cross Selling, Portfolio Management, Coaching
Education
Bellevue University 2007 — 2010
Masters of Business Administration, Marketing, Human Resource Management
University of Nebraska at Omaha 1999 — 2004
Business Administration, Finance, Banking
Scott Soto's Wells Fargo Insurance Services Experience October 2010 - December 2010
Job Regional Accounting Manager at Hearst Television
Industry Broadcast Media
Experience
Hearst Television April 2014 - Present
Cares Community Health September 2011 - April 2014
Trimark Associates Inc. January 2011 - August 2011
Wells Fargo Insurance Services October 2010 - December 2010
Acrometrix September 2009 - November 2009
Prime Conduit September 2007 - December 2008
General Dynamics/Weco Aerospace April 2007 - September 2007
NEC Electronics November 2006 - March 2007
Basalite Concrete Products October 2005 - August 2006
NEC Electronics America April 2000 - October 2005
Skills
Accounts Payable, Human Resources, Cost Accounting, General Ledger, Forecasting, Financial Reporting, Accounting, SAP, Auditing, Internal Controls, Accounts Receivable, Payroll, Managerial Finance, Sarbanes-Oxley Act
Education
California State University-Sacramento 1988 — 1992
Bachelor of Science, Accounting
California State University-Sacramento 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Accounting
Amos Alonzo Stagg High 1981 — 1985
Hearst Television April 2014 - Present
Cares Community Health September 2011 - April 2014
Trimark Associates Inc. January 2011 - August 2011
Wells Fargo Insurance Services October 2010 - December 2010
Acrometrix September 2009 - November 2009
Prime Conduit September 2007 - December 2008
General Dynamics/Weco Aerospace April 2007 - September 2007
NEC Electronics November 2006 - March 2007
Basalite Concrete Products October 2005 - August 2006
NEC Electronics America April 2000 - October 2005
Skills
Accounts Payable, Human Resources, Cost Accounting, General Ledger, Forecasting, Financial Reporting, Accounting, SAP, Auditing, Internal Controls, Accounts Receivable, Payroll, Managerial Finance, Sarbanes-Oxley Act
Education
California State University-Sacramento 1988 — 1992
Bachelor of Science, Accounting
California State University-Sacramento 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Accounting
Amos Alonzo Stagg High 1981 — 1985
Dennis Phillips's Wells Fargo Insurance Services Experience October 1996 - Present
Job Private Risk Advisor
Industry Insurance
Experience
The National Alliance for Insurance Education & Research 2013 - Present
Wells Fargo Insurance Services October 1996 - Present
Sedgwick, Inc. October 1986 - August 1995
Skills
Insurance, Property & Casualty..., Personal Insurance, Financial Risk, Underwriting, Claim, Risk Management, Liability, Brokers, Marketing, Budgets, Management, Casualty, Claims Management, Umbrella Insurance, General Insurance, Casualty Insurance
Education
Society for Certified Insurance Counselors 1994 — 2014
Certified Insurance Counselor, Insurance
Beulah Heights University 1973 — 1977
Bachelor's, Religious Education
Henry County High School 1970 — 1973
The National Alliance for Insurance Education & Research 2013 - Present
Wells Fargo Insurance Services October 1996 - Present
Sedgwick, Inc. October 1986 - August 1995
Skills
Insurance, Property & Casualty..., Personal Insurance, Financial Risk, Underwriting, Claim, Risk Management, Liability, Brokers, Marketing, Budgets, Management, Casualty, Claims Management, Umbrella Insurance, General Insurance, Casualty Insurance
Education
Society for Certified Insurance Counselors 1994 — 2014
Certified Insurance Counselor, Insurance
Beulah Heights University 1973 — 1977
Bachelor's, Religious Education
Henry County High School 1970 — 1973
Nortonia Cross's Wells Fargo Insurance Services Experience August 2005 - November 2008
Job Business Analyst
Industry Insurance
Experience
Blue Shield of California January 2014 - Present
Wells Fargo Insurance Services August 2005 - November 2008
Sara Lee August 2004 - August 2005
Office of Community Collaboration, CSUS August 2000 - July 2005
Skills
Training, Human Resources, Recruiting, Interviews, Outlook, Management, Administration, Event Planning, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Process Scheduler
Education
California State University-Sacramento 1999 — 2005
Bachelor of Science, Business Adminstration-Human Resources
Blue Shield of California January 2014 - Present
Wells Fargo Insurance Services August 2005 - November 2008
Sara Lee August 2004 - August 2005
Office of Community Collaboration, CSUS August 2000 - July 2005
Skills
Training, Human Resources, Recruiting, Interviews, Outlook, Management, Administration, Event Planning, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Process Scheduler
Education
California State University-Sacramento 1999 — 2005
Bachelor of Science, Business Adminstration-Human Resources
Dhanalakshmi M's Wells Fargo Insurance Services Experience July 2013 - February 2014
Job Business System Consultant @ Wells Fargo Insurance
Industry Banking
Experience
Wells Fargo Insurance Services July 2013 - February 2014
Best Buy January 2013 - May 2013
Tata Consultancy Services October 2011 - September 2012
National Institute of Information Technology January 2011 - June 2011
eInflexion Pte Ltd June 2010 - December 2010
Focus Academy For Career Enhancement March 2009 - May 2010
Infosys March 2006 - August 2007
Skills
Project Management, ISEB Diploma in..., Product Requirement..., Off-shore Team..., Retail, Business..., Use Case Diagrams, Management of..., SQL, Business Analysis, Requirements Gathering, Quality Assurance, Resource Management, CRM, Team Management
Education
Bharathiar University 2007 — 2009
Post Graduate Diploma in Entrepreneurship Development
Bharathiar University - Jansons School of Business 2007 — 2009
Master of Business Administration (MBA)
Bharathiar University - PSG College of Arts and Science 2003 — 2006
Bachelor of Science (B.Sc.)
Wells Fargo Insurance Services July 2013 - February 2014
Best Buy January 2013 - May 2013
Tata Consultancy Services October 2011 - September 2012
National Institute of Information Technology January 2011 - June 2011
eInflexion Pte Ltd June 2010 - December 2010
Focus Academy For Career Enhancement March 2009 - May 2010
Infosys March 2006 - August 2007
Skills
Project Management, ISEB Diploma in..., Product Requirement..., Off-shore Team..., Retail, Business..., Use Case Diagrams, Management of..., SQL, Business Analysis, Requirements Gathering, Quality Assurance, Resource Management, CRM, Team Management
Education
Bharathiar University 2007 — 2009
Post Graduate Diploma in Entrepreneurship Development
Bharathiar University - Jansons School of Business 2007 — 2009
Master of Business Administration (MBA)
Bharathiar University - PSG College of Arts and Science 2003 — 2006
Bachelor of Science (B.Sc.)
Todd Smittle, CPCU,CIC,ARM,AU,CWCC's Wells Fargo Insurance Services Experience November 2004 - August 2010
Job Vice President I Member at Neace Lukens
Industry Insurance
Experience
Neace Lukens August 2010 - Present
Wells Fargo Insurance Services November 2004 - August 2010
Cincinnati Financial Corporation March 2000 - November 2004
Skills
Risk Management, Underwriting, Commercial Insurance, Professional Liability, Umbrella Insurance, Liability, Insurance, Property & Casualty..., Strategy, Legal Liability, Health Insurance, Marketing, Casualty, Workers Compensation, Long-term Care
Education
Bowling Green State University 1994 — 1999
Bachelor of Education, Sport Management
Badin
Badin
Neace Lukens August 2010 - Present
Wells Fargo Insurance Services November 2004 - August 2010
Cincinnati Financial Corporation March 2000 - November 2004
Skills
Risk Management, Underwriting, Commercial Insurance, Professional Liability, Umbrella Insurance, Liability, Insurance, Property & Casualty..., Strategy, Legal Liability, Health Insurance, Marketing, Casualty, Workers Compensation, Long-term Care
Education
Bowling Green State University 1994 — 1999
Bachelor of Education, Sport Management
Badin
Badin
Lynette Kaminski's Wells Fargo Insurance Services Experience
Job EB Regional Leader West / EB Manager Bay area Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services
Skills
Employee Benefits, Health Savings Accounts, Wellness Programs, Benefits, Health Insurance, Underwriting, HRIS, Vendor Relations, Strategic Planning, Account Management, Wellness, Insurance, Customer Service, Customer Relations, Employee Relations, Change Management, Problem Solving, Benefits Administration, Process Improvement, Team Building, Organizational..., Operations Management
Education
Boston University Questrom School of Business
Master's of Science, Human Resource Management
Wells Fargo Insurance Services
Skills
Employee Benefits, Health Savings Accounts, Wellness Programs, Benefits, Health Insurance, Underwriting, HRIS, Vendor Relations, Strategic Planning, Account Management, Wellness, Insurance, Customer Service, Customer Relations, Employee Relations, Change Management, Problem Solving, Benefits Administration, Process Improvement, Team Building, Organizational..., Operations Management
Education
Boston University Questrom School of Business
Master's of Science, Human Resource Management
Carol Zoland, FPC's Wells Fargo Insurance Services Experience September 2010 - June 2011
Job Payroll Client Services Representative at Ascentis
Industry Accounting
Experience
Ascentis September 2011 - Present
Wells Fargo Insurance Services September 2010 - June 2011
Calpine January 2008 - January 2010
Mistletoe Technologies March 2004 - September 2007
SELF EMPLOYED January 2002 - March 2004
SWARM NETWORKS INC January 2001 - January 2002
OPENWAVE SYSTEMS INC January 1998 - January 2001
DYNAMIC PICTURES INC January 1998 - December 1998
Opex 1994 - 1997
Skills
Accounts Payable, ADP Payroll, Human Resources, Account Reconciliation, Benefits Administration, QuickBooks, Accounting, Invoicing, Journal Entries, Employee Benefits, Bank Reconciliation, Auditing, Management, Finance, GAAP, Payroll
Education
California State University-Sacramento 2009 — 2009
Payroll Administration Cert Program
De Anza College
Accounting
UC SANTA CRUZ
Ascentis September 2011 - Present
Wells Fargo Insurance Services September 2010 - June 2011
Calpine January 2008 - January 2010
Mistletoe Technologies March 2004 - September 2007
SELF EMPLOYED January 2002 - March 2004
SWARM NETWORKS INC January 2001 - January 2002
OPENWAVE SYSTEMS INC January 1998 - January 2001
DYNAMIC PICTURES INC January 1998 - December 1998
Opex 1994 - 1997
Skills
Accounts Payable, ADP Payroll, Human Resources, Account Reconciliation, Benefits Administration, QuickBooks, Accounting, Invoicing, Journal Entries, Employee Benefits, Bank Reconciliation, Auditing, Management, Finance, GAAP, Payroll
Education
California State University-Sacramento 2009 — 2009
Payroll Administration Cert Program
De Anza College
Accounting
UC SANTA CRUZ
Courtney Delaney's Wells Fargo Insurance Services Experience April 2002 - October 2006
Job Office Manager/Accounting
Industry Construction
Experience
Rothstein Kass November 2010 - May 2013
Rothstein Kass October 2006 - October 2010
Wells Fargo Insurance Services April 2002 - October 2006
Skills
Operations Management, Project Management, Change Management, Process Improvement, Procedures Documentation, Onboarding, Employee Relations, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft CRM, SharePoint, Elite, Tax, Tax Returns, Tax Preparation, Tax Accounting, Income Tax, Accounting, QuickBooks, General Ledger, Bookkeeping, GoSystems, Accounts Receivable, Cash Flow, Hedge Funds, Outlook, Fund Of Funds, PowerPoint, Small Business, Financial Services, Hedge Accounting, Journal Entries
Education
California State University-Dominguez Hills 2005 — 2006
MS in Management, Management, Finance
Montclair State University 2002 — 2005
Business Administration: Accounting, Law, & Taxation, Accounting
County College of Morris 2000 — 2002
Associate of Science (A.S.), Business Administration, Management and Operations
Rothstein Kass November 2010 - May 2013
Rothstein Kass October 2006 - October 2010
Wells Fargo Insurance Services April 2002 - October 2006
Skills
Operations Management, Project Management, Change Management, Process Improvement, Procedures Documentation, Onboarding, Employee Relations, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft CRM, SharePoint, Elite, Tax, Tax Returns, Tax Preparation, Tax Accounting, Income Tax, Accounting, QuickBooks, General Ledger, Bookkeeping, GoSystems, Accounts Receivable, Cash Flow, Hedge Funds, Outlook, Fund Of Funds, PowerPoint, Small Business, Financial Services, Hedge Accounting, Journal Entries
Education
California State University-Dominguez Hills 2005 — 2006
MS in Management, Management, Finance
Montclair State University 2002 — 2005
Business Administration: Accounting, Law, & Taxation, Accounting
County College of Morris 2000 — 2002
Associate of Science (A.S.), Business Administration, Management and Operations
Wendy Mathis's Wells Fargo Insurance Services Experience July 2010 - Present
Job Apps System Engineer at Wells Fargo Insurance Services
Industry Computer Software
Experience
Wells Fargo Insurance Services July 2010 - Present
Knowledge Relay September 2007 - July 2010
Sequoia Deployment Services 2005 - 2007
Skills
Windows, Microsoft SQL Server, .NET, SQL, C#, XML, Software Development, ASP.NET, JavaScript, Visual Studio, SDLC, Web Services, Integration, Agile Methodologies, Databases, SOA, T-SQL, Java, Business Intelligence, AJAX
Education
Biola University 1994 — 2000
Bachelor of Science, Computer Science
Wells Fargo Insurance Services July 2010 - Present
Knowledge Relay September 2007 - July 2010
Sequoia Deployment Services 2005 - 2007
Skills
Windows, Microsoft SQL Server, .NET, SQL, C#, XML, Software Development, ASP.NET, JavaScript, Visual Studio, SDLC, Web Services, Integration, Agile Methodologies, Databases, SOA, T-SQL, Java, Business Intelligence, AJAX
Education
Biola University 1994 — 2000
Bachelor of Science, Computer Science
Heather Hartsel's Wells Fargo Insurance Services Experience January 2004 - April 2005
Job Book Publishing
Industry Publishing
Experience
Belmont University August 2014 - Present
Stonebluff Publishing January 2015 - May 2015
Barnes & Noble February 2014 - August 2014
Hanratty & Associates, Inc April 2005 - October 2013
Wells Fargo Insurance Services January 2004 - April 2005
CBSA, Inc July 2002 - December 2003
CBSA, Inc September 1997 - July 2002
Skills
Employee Benefits, Health Savings Accounts, Insurance, Health Insurance, Account Management, Healthcare, Team Building, Disability Insurance, COBRA, Customer Service, Claim, Microsoft Office, Flexible Spending..., Benefits Administration, Life Insurance, Management, Marketing, Health Care Reform, Group Insurance, Brokers, Managed Care, Medicare, Public Speaking, HRA, Sales, Term Life Insurance, Critical Illness, CRM, Underwriting, Dental Insurance, Publishing, Writing, Creative Writing, Creative Nonfiction..., German
Education
Belmont University 2014 — 2016
Bachelor's Degree, English, Senior
North Hennepin Community College
Associate in Arts
Belmont University August 2014 - Present
Stonebluff Publishing January 2015 - May 2015
Barnes & Noble February 2014 - August 2014
Hanratty & Associates, Inc April 2005 - October 2013
Wells Fargo Insurance Services January 2004 - April 2005
CBSA, Inc July 2002 - December 2003
CBSA, Inc September 1997 - July 2002
Skills
Employee Benefits, Health Savings Accounts, Insurance, Health Insurance, Account Management, Healthcare, Team Building, Disability Insurance, COBRA, Customer Service, Claim, Microsoft Office, Flexible Spending..., Benefits Administration, Life Insurance, Management, Marketing, Health Care Reform, Group Insurance, Brokers, Managed Care, Medicare, Public Speaking, HRA, Sales, Term Life Insurance, Critical Illness, CRM, Underwriting, Dental Insurance, Publishing, Writing, Creative Writing, Creative Nonfiction..., German
Education
Belmont University 2014 — 2016
Bachelor's Degree, English, Senior
North Hennepin Community College
Associate in Arts
Stan DeLost's Wells Fargo Insurance Services Experience April 2011 - September 2012
Job Associate at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen March 2015 - Present
Pearl Insurance January 2013 - March 2015
Wells Fargo Insurance Services April 2011 - September 2012
Affirmative Insurance April 2010 - April 2011
National City Bank July 2008 - January 2009
Unland Companies June 2001 - June 2008
Caterpillar, Inc February 2000 - April 2001
Skills
Insurance, Commercial Insurance
Education
Bradley University 1997 — 2001
Bachelor of Science, Business Management & Administration
CliftonLarsonAllen March 2015 - Present
Pearl Insurance January 2013 - March 2015
Wells Fargo Insurance Services April 2011 - September 2012
Affirmative Insurance April 2010 - April 2011
National City Bank July 2008 - January 2009
Unland Companies June 2001 - June 2008
Caterpillar, Inc February 2000 - April 2001
Skills
Insurance, Commercial Insurance
Education
Bradley University 1997 — 2001
Bachelor of Science, Business Management & Administration
Scott Ghysels's Wells Fargo Insurance Services Experience January 2010 - Present
Job Claim Consultant at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services January 2010 - Present
Wachovia Insurance Services 1997 - 2010
Skills
Underwriting, Insurance, General Insurance, Claim, Health Insurance, Commercial Insurance, Liability, Workers Compensation, Risk Management, Legal Liability, Professional Liability, Property & Casualty..., Employee Benefits, Casualty, Commercial Lines, Negotiation, Brokers
Education
Bergen Community College
Small Business Administration/Management
Wells Fargo Insurance Services January 2010 - Present
Wachovia Insurance Services 1997 - 2010
Skills
Underwriting, Insurance, General Insurance, Claim, Health Insurance, Commercial Insurance, Liability, Workers Compensation, Risk Management, Legal Liability, Professional Liability, Property & Casualty..., Employee Benefits, Casualty, Commercial Lines, Negotiation, Brokers
Education
Bergen Community College
Small Business Administration/Management
Joe Hunnicutt, CPCU, CRM, CIC, ALCM's Wells Fargo Insurance Services Experience January 2009 - July 2010
Job Insurance and Risk Management Consultant
Industry Insurance
Experience
Hunnicutt Consulting, LLC August 2010 - Present
Wells Fargo Insurance Services January 2009 - July 2010
Wachovia Insurance Services March 1996 - December 2009
First Security Insurance Services, Inc. March 1984 - March 1996
Aetna Life and Casualty June 1971 - March 1984
Skills
Surety Bonds, Risk Management..., Property & Casualty..., Insurance, Risk Management, Brokers, Underwriting, Mergers & Acquisitions, Professional Liability, Workers Compensation, Commercial Insurance, Financial Risk, Strategic Planning, Management, Due Diligence
Education
Boston University Questrom School of Business 2003 — 2005
MS, Insurance Management
Georgia Institute of Technology 1967 — 1971
BS, Industrial Management
Hunnicutt Consulting, LLC August 2010 - Present
Wells Fargo Insurance Services January 2009 - July 2010
Wachovia Insurance Services March 1996 - December 2009
First Security Insurance Services, Inc. March 1984 - March 1996
Aetna Life and Casualty June 1971 - March 1984
Skills
Surety Bonds, Risk Management..., Property & Casualty..., Insurance, Risk Management, Brokers, Underwriting, Mergers & Acquisitions, Professional Liability, Workers Compensation, Commercial Insurance, Financial Risk, Strategic Planning, Management, Due Diligence
Education
Boston University Questrom School of Business 2003 — 2005
MS, Insurance Management
Georgia Institute of Technology 1967 — 1971
BS, Industrial Management
Kimberly Tower's Wells Fargo Insurance Services Experience January 2008 - May 2014
Job Sales Executive at Business Psychology Associates
Industry Insurance
Experience
Business Psychology Associates 2015 - Present
Wells Fargo Insurance Services January 2008 - May 2014
Altius Health Plans 2006 - 2007
Altius Health Plans 2006 - 2007
Skills
Employee Benefits, Insurance, Training, Program Management, Sales, Business Planning, Claim, Underwriting, Access, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Employment Law, Project Planning, Life Insurance, COBRA, Workers Compensation, Benefits Administration, Term Life Insurance, Public Speaking, Social Media, Public Relations
Education
Brigham Young University 1985 — 1989
Business Psychology Associates 2015 - Present
Wells Fargo Insurance Services January 2008 - May 2014
Altius Health Plans 2006 - 2007
Altius Health Plans 2006 - 2007
Skills
Employee Benefits, Insurance, Training, Program Management, Sales, Business Planning, Claim, Underwriting, Access, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Employment Law, Project Planning, Life Insurance, COBRA, Workers Compensation, Benefits Administration, Term Life Insurance, Public Speaking, Social Media, Public Relations
Education
Brigham Young University 1985 — 1989
Frank Ross's Wells Fargo Insurance Services Experience 2009 - Present
Job Vice President, Wells Fargo
Industry Insurance
Experience
Wells Fargo Insurance Services 2009 - Present
Aon 2007 - 2009
NASDAQ 2003 - 2005
Aon Risk Services 1998 - 2002
ABD Insurance and Financial Services 1994 - 1998
Skills
Risk Management, Start-ups, High Tech, Lifesciences, Private Equity, Venture Capital, Insurance, Property & Casualty..., Management, Underwriting, Executive Management, Mergers & Acquisitions
Education
California State University-Sacramento
BS, Business Administration
Golden Gate University
MBA, Finance/Risk Management
Wells Fargo Insurance Services 2009 - Present
Aon 2007 - 2009
NASDAQ 2003 - 2005
Aon Risk Services 1998 - 2002
ABD Insurance and Financial Services 1994 - 1998
Skills
Risk Management, Start-ups, High Tech, Lifesciences, Private Equity, Venture Capital, Insurance, Property & Casualty..., Management, Underwriting, Executive Management, Mergers & Acquisitions
Education
California State University-Sacramento
BS, Business Administration
Golden Gate University
MBA, Finance/Risk Management
Eric Plunkett's Wells Fargo Insurance Services Experience April 2010 - April 2011
Job Inbound Sales Channel Manager at Wells Fargo Insurance Services
Industry Business Supplies and Equipment
Experience
Business Systems Inc March 2009 - Present
Wells Fargo Insurance Services April 2010 - April 2011
utilicomm LLC March 2007 - March 2009
ADP August 2006 - March 2007
Marsh February 2005 - July 2006
Education
Buena Vista University 2001 — 2004
BS, Exercise Science
Business Systems Inc March 2009 - Present
Wells Fargo Insurance Services April 2010 - April 2011
utilicomm LLC March 2007 - March 2009
ADP August 2006 - March 2007
Marsh February 2005 - July 2006
Education
Buena Vista University 2001 — 2004
BS, Exercise Science
Dean Piskor's Wells Fargo Insurance Services Experience September 2011 - Present
Job Commercial Sales Executive at Wells Fargo Insurance Services
Industry Health, Wellness and Fitness
Experience
Wells Fargo Insurance Services September 2011 - Present
PinnacleHealth System April 2011 - September 2011
FindLaw, a Thomson Reuters business March 2010 - April 2011
Merck 1996 - 2009
Education
Bethany College 1985 — 1989
B.A, Physical Education
Wells Fargo Insurance Services September 2011 - Present
PinnacleHealth System April 2011 - September 2011
FindLaw, a Thomson Reuters business March 2010 - April 2011
Merck 1996 - 2009
Education
Bethany College 1985 — 1989
B.A, Physical Education
John Zukus's Wells Fargo Insurance Services Experience February 2008 - December 2013
Job Vice President, Risk Manager at First Niagara Risk Management, Inc.
Industry Financial Services
Experience
First Niagara Risk Management, Inc. December 2013 - Present
Wells Fargo Insurance Services February 2008 - December 2013
Skills
Risk Management, Insurance, Property & Casualty..., New Business Development, Captives
Education
Bloomsburg University of Pennsylvania
First Niagara Risk Management, Inc. December 2013 - Present
Wells Fargo Insurance Services February 2008 - December 2013
Skills
Risk Management, Insurance, Property & Casualty..., New Business Development, Captives
Education
Bloomsburg University of Pennsylvania
Andy Guadagno's Wells Fargo Insurance Services Experience June 2015 - Present
Job Wells Fargo
Industry Insurance
Experience
Wells Fargo Insurance Services June 2015 - Present
ICAP August 2008 - May 2015
Skills
Derivatives, Microsoft Office, Bloomberg, Microsoft Excel, Fixed Income, Trading, Sales, Options, Equities
Education
Bucknell University 2004 — 2008
BA, Economics
Millburn High school 2000 — 2004
Wells Fargo Insurance Services June 2015 - Present
ICAP August 2008 - May 2015
Skills
Derivatives, Microsoft Office, Bloomberg, Microsoft Excel, Fixed Income, Trading, Sales, Options, Equities
Education
Bucknell University 2004 — 2008
BA, Economics
Millburn High school 2000 — 2004
Mary Ann Columbus's Wells Fargo Insurance Services Experience 2002 - 2005
Job National Account Executive
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey November 2010 - Present
Conner Strong May 2006 - November 2010
Towers Perrin 2005 - 2006
Wells Fargo Insurance Services 2002 - 2005
Hay Group 1997 - 2002
Sedgwick Noble Lowndes 1993 - 1997
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Underwriting, Health Savings Accounts, Disability Insurance, Life Insurance
Education
Boston University 2004 — 2006
MS, Human Resource Management
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BA, Life and Health Insurance
Horizon Blue Cross Blue Shield of New Jersey November 2010 - Present
Conner Strong May 2006 - November 2010
Towers Perrin 2005 - 2006
Wells Fargo Insurance Services 2002 - 2005
Hay Group 1997 - 2002
Sedgwick Noble Lowndes 1993 - 1997
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Underwriting, Health Savings Accounts, Disability Insurance, Life Insurance
Education
Boston University 2004 — 2006
MS, Human Resource Management
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BA, Life and Health Insurance
Geoffrey Cronk's Wells Fargo Insurance Services Experience
Job Account Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services
Skills
Insurance, Cross Selling, Account Management, Systems manager, Accounts Payable, Accounts Receivable
Education
Cal State Fullerton
University of California, Santa Barbara
Bachelor's degree, Environmental Biology
Wells Fargo Insurance Services
Skills
Insurance, Cross Selling, Account Management, Systems manager, Accounts Payable, Accounts Receivable
Education
Cal State Fullerton
University of California, Santa Barbara
Bachelor's degree, Environmental Biology
Robin Martin CIC's Wells Fargo Insurance Services Experience January 2003 - June 2011
Job Commercial Insurance and Risk Mgt Consultant at The Liberty Company Insurance Brokers
Industry Insurance
Experience
The Liberty Company Insurance Brokers February 2012 - Present
Wells Fargo Insurance Services January 2003 - June 2011
Speare and Company January 1998 - July 2003
Northridge Insurance Agency, Inc. 1994 - 1998
Hoffman Brown Company 1976 - 1992
Skills
Insurance, Commercial Insurance, Commercial Real Estate, Underwriting, Professional Liability, Excess, Workers Compensation, Risk Management, Sales Management, New Business Development, Property & Casualty..., Teaching Basics of..., Expert Witness...
Education
CSUN
Bachelor's degree, Political Science / Business
California State University-Northridge
B.S., Political Science, Business minor
The Liberty Company Insurance Brokers February 2012 - Present
Wells Fargo Insurance Services January 2003 - June 2011
Speare and Company January 1998 - July 2003
Northridge Insurance Agency, Inc. 1994 - 1998
Hoffman Brown Company 1976 - 1992
Skills
Insurance, Commercial Insurance, Commercial Real Estate, Underwriting, Professional Liability, Excess, Workers Compensation, Risk Management, Sales Management, New Business Development, Property & Casualty..., Teaching Basics of..., Expert Witness...
Education
CSUN
Bachelor's degree, Political Science / Business
California State University-Northridge
B.S., Political Science, Business minor
Jeff Hayashi's Wells Fargo Insurance Services Experience 2005 - 2010
Job Agency Principal at Hayashi Insurance Solutions
Industry Insurance
Experience
Hayashi Insurance Solutions May 2013 - Present
Clarion Pacific Insurance Services September 2010 - May 2013
Wells Fargo Insurance Services 2005 - 2010
Skills
Legal Liability, Workers Compensation, Property & Casualty..., Commercial Insurance, Professional Liability, Umbrella Insurance, Insurance, Commercial Lines, Casualty, Brokers, Liability, General Insurance, Underwriting, Employment Practices..., D&O, Casualty Insurance, Claim
Education
Cabrillo College 1994 — 1996
Business Admin/Sociology
Hayashi Insurance Solutions May 2013 - Present
Clarion Pacific Insurance Services September 2010 - May 2013
Wells Fargo Insurance Services 2005 - 2010
Skills
Legal Liability, Workers Compensation, Property & Casualty..., Commercial Insurance, Professional Liability, Umbrella Insurance, Insurance, Commercial Lines, Casualty, Brokers, Liability, General Insurance, Underwriting, Employment Practices..., D&O, Casualty Insurance, Claim
Education
Cabrillo College 1994 — 1996
Business Admin/Sociology
Mindy Warland's Wells Fargo Insurance Services Experience December 2003 - August 2005
Job Financial Manager at North Central District Association, EFCA
Industry Religious Institutions
Experience
North Central District Association, EFCA October 2005 - Present
Hope Community Church in Minneapolis, MN February 2010 - August 2011
Wells Fargo Insurance Services December 2003 - August 2005
Education
Bethel University 2006 — 2009
MA, Marriage & Family Therapy
University of Wisconsin-Eau Claire 2000 — 2003
BA, Organizational Communication
North Central District Association, EFCA October 2005 - Present
Hope Community Church in Minneapolis, MN February 2010 - August 2011
Wells Fargo Insurance Services December 2003 - August 2005
Education
Bethel University 2006 — 2009
MA, Marriage & Family Therapy
University of Wisconsin-Eau Claire 2000 — 2003
BA, Organizational Communication
Ian Vanbiesbrouck's Wells Fargo Insurance Services Experience June 2011 - Present
Job Wells Fargo Operation Insurance Specialist
Industry Insurance
Experience
Wells Fargo Insurance Services June 2011 - Present
FastHockey January 2011 - Present
TEAM Marketing Inc. June 2010 - July 2010
Education
Bethel University 2007 — 2011
Accounting
Wells Fargo Insurance Services June 2011 - Present
FastHockey January 2011 - Present
TEAM Marketing Inc. June 2010 - July 2010
Education
Bethel University 2007 — 2011
Accounting
Bobbi Jean Frei's Wells Fargo Insurance Services Experience May 2006 - June 2009
Job Accounting Professional
Industry Accounting
Experience
Wells Fargo Insurance Services May 2006 - June 2009
Encompass Insurance January 2000 - January 2003
Skills
Income Tax, General Ledger, Tax Returns, Tax Preparation, Accounting, Bookkeeping, Administrative...
Education
Brigham Young University
Business/Managerial Economics
Wells Fargo Insurance Services May 2006 - June 2009
Encompass Insurance January 2000 - January 2003
Skills
Income Tax, General Ledger, Tax Returns, Tax Preparation, Accounting, Bookkeeping, Administrative...
Education
Brigham Young University
Business/Managerial Economics
Kathleen Ellis-Slate's Wells Fargo Insurance Services Experience June 2010 - May 2014
Job Vice President, CA Operations at Emerson Reid LLC
Industry Insurance
Experience
Emerson Reid May 2014 - Present
Wells Fargo Insurance Services June 2010 - May 2014
Aetna February 2007 - February 2010
Aetna June 1988 - January 2006
Skills
Insurance, Retirement Planning, Employee Benefits, Banking, 401k, Management, Life Insurance, Pensions, Retirement, Customer Service, Underwriting, Finance, Financial Services, Wealth Management, Claim, Mutual Funds, Account Management, Project Management, Brokers, Health Insurance
Education
California State University-Northridge 1972 — 1975
Internation Relations - Political Science
Emerson Reid May 2014 - Present
Wells Fargo Insurance Services June 2010 - May 2014
Aetna February 2007 - February 2010
Aetna June 1988 - January 2006
Skills
Insurance, Retirement Planning, Employee Benefits, Banking, 401k, Management, Life Insurance, Pensions, Retirement, Customer Service, Underwriting, Finance, Financial Services, Wealth Management, Claim, Mutual Funds, Account Management, Project Management, Brokers, Health Insurance
Education
California State University-Northridge 1972 — 1975
Internation Relations - Political Science
Jerus-Angelo Binene's Wells Fargo Insurance Services Experience December 2014 - Present
Job Operations Assistant at Wells Fargo Insurance Services
Industry Hospital & Health Care
Experience
Wells Fargo Insurance Services December 2014 - Present
Healthport LLC October 2012 - December 2014
Companion Home Health January 2011 - July 2012
Cancer Surveillance Program, University of Southern California September 2010 - November 2010
Cancer Surveillance Program, University of Southern California September 2010 - November 2010
StarKnight INC September 2009 - December 2009
GameStop July 2004 - September 2008
I & I Sports January 2004 - August 2004
UPS October 2002 - July 2003
Skills
Customer Service, Outlook, PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows
Education
California State University-Long Beach 2008 — 2010
Anthropology, Anthropology
CSU Long Beach
2008 to 2010B.A, Anthropology; Anthropology to; General Education to
Wells Fargo Insurance Services December 2014 - Present
Healthport LLC October 2012 - December 2014
Companion Home Health January 2011 - July 2012
Cancer Surveillance Program, University of Southern California September 2010 - November 2010
Cancer Surveillance Program, University of Southern California September 2010 - November 2010
StarKnight INC September 2009 - December 2009
GameStop July 2004 - September 2008
I & I Sports January 2004 - August 2004
UPS October 2002 - July 2003
Skills
Customer Service, Outlook, PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows
Education
California State University-Long Beach 2008 — 2010
Anthropology, Anthropology
CSU Long Beach
2008 to 2010B.A, Anthropology; Anthropology to; General Education to
Richard Sachs's Wells Fargo Insurance Services Experience June 2012 - October 2014
Job Account Executive at HUB International
Industry Insurance
Experience
HUB International November 2014 - Present
Wells Fargo Insurance Services June 2012 - October 2014
Preferred Employers Group July 2011 - July 2012
Chivaroli and Associates 2006 - 2011
Skills
Insurance, Workers Compensation, Property & Casualty..., Commercial Lines, Professional Liability, Commercial Insurance, Crime, Directors & Officers..., Employment Practices..., Fiduciary Liability, General Liability, Property, Risk Management, General Insurance, Underwriting, Brokers
Education
California Lutheran University 2001 — 2005
Bachelor of Science (B.S.), Business Marketing
HUB International November 2014 - Present
Wells Fargo Insurance Services June 2012 - October 2014
Preferred Employers Group July 2011 - July 2012
Chivaroli and Associates 2006 - 2011
Skills
Insurance, Workers Compensation, Property & Casualty..., Commercial Lines, Professional Liability, Commercial Insurance, Crime, Directors & Officers..., Employment Practices..., Fiduciary Liability, General Liability, Property, Risk Management, General Insurance, Underwriting, Brokers
Education
California Lutheran University 2001 — 2005
Bachelor of Science (B.S.), Business Marketing
Jenna Mello's Wells Fargo Insurance Services Experience January 2000 - August 2006
Job Homemaker
Industry Insurance
Experience
Homemaker August 2006 - Present
Wells Fargo Insurance Services January 2000 - August 2006
Seibert Insurance Services April 1997 - December 1999
Education
California State University-Sacramento 1996 — 1999
Bachelor's degree, Communications
Homemaker August 2006 - Present
Wells Fargo Insurance Services January 2000 - August 2006
Seibert Insurance Services April 1997 - December 1999
Education
California State University-Sacramento 1996 — 1999
Bachelor's degree, Communications
Catherine Caton's Wells Fargo Insurance Services Experience 2003 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2003 - Present
Palmer & Cay March 2003 - March 2006
Willis January 1988 - March 2003
Skills
Property & Casualty..., Insurance, Commercial Insurance, Risk Management, Account Management, Strategic Planning, Management, Customer Service, Marketing
Education
Delaware County Community College 1975 — 1977
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bloomsburg University of Pennsylvania
Wells Fargo Insurance Services 2003 - Present
Palmer & Cay March 2003 - March 2006
Willis January 1988 - March 2003
Skills
Property & Casualty..., Insurance, Commercial Insurance, Risk Management, Account Management, Strategic Planning, Management, Customer Service, Marketing
Education
Delaware County Community College 1975 — 1977
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bloomsburg University of Pennsylvania
Jeff Caples, CPCU, ARM, AIC's Wells Fargo Insurance Services Experience May 2005 - June 2013
Job Branch Manager at Gallagher Bassett Services, Inc.
Industry Insurance
Experience
Gallagher Bassett Services, Inc. June 2013 - Present
Wells Fargo Insurance Services May 2005 - June 2013
Broadspire 2004 - 2005
Kemper Insurance 2000 - 2004
Skills
Customer Service, Training, Workers Compensation, Claims Management
Education
California State University-Sacramento 1991 — 1993
Bachelor of Science (BS), Business Administration (Accountancy)
Gallagher Bassett Services, Inc. June 2013 - Present
Wells Fargo Insurance Services May 2005 - June 2013
Broadspire 2004 - 2005
Kemper Insurance 2000 - 2004
Skills
Customer Service, Training, Workers Compensation, Claims Management
Education
California State University-Sacramento 1991 — 1993
Bachelor of Science (BS), Business Administration (Accountancy)
Doris Piper's Wells Fargo Insurance Services Experience 2009 - 2012
Job Administrative Manager at Parsons Brinckerhoff
Industry Insurance
Experience
Parsons Brinckerhoff February 2013 - Present
Wells Fargo Insurance Services 2009 - 2012
EPIC March 2006 - February 2009
Blue Shield of California June 2001 - February 2006
Calfornia Association for Health Services at Home November 1999 - June 2001
Health Net July 1991 - November 1999
Skills
Staff Management, Change Management, Employee Benefits, Accounting, Business Analysis, Project Management, Team Leadership, Organizational..., Performance Management, Health Insurance, Human Resources, Employee Relations, Insurance, Management, Training
Education
California State University-Sacramento
Bachelor of Science (B.S.), Accounting and Business/Management
Parsons Brinckerhoff February 2013 - Present
Wells Fargo Insurance Services 2009 - 2012
EPIC March 2006 - February 2009
Blue Shield of California June 2001 - February 2006
Calfornia Association for Health Services at Home November 1999 - June 2001
Health Net July 1991 - November 1999
Skills
Staff Management, Change Management, Employee Benefits, Accounting, Business Analysis, Project Management, Team Leadership, Organizational..., Performance Management, Health Insurance, Human Resources, Employee Relations, Insurance, Management, Training
Education
California State University-Sacramento
Bachelor of Science (B.S.), Accounting and Business/Management
Debbie Kruger's Wells Fargo Insurance Services Experience October 2004 - March 2010
Job Commercial Lines Specialist/Office Manager at Premier NW Insurance
Industry Insurance
Experience
Premier NW Insurance July 2010 - Present
Wells Fargo Insurance Services October 2004 - March 2010
The Leavitt Group July 1996 - October 2004
Skills
Outlook, Microsoft Excel, Office Administration, TAM
Education
Blue Mountain Community College
Premier NW Insurance July 2010 - Present
Wells Fargo Insurance Services October 2004 - March 2010
The Leavitt Group July 1996 - October 2004
Skills
Outlook, Microsoft Excel, Office Administration, TAM
Education
Blue Mountain Community College
Corinne Karkiewicz's Wells Fargo Insurance Services Experience 1999 - 2005
Job
Industry Accounting
Experience
Creative Financial Staffing (CFS) October 2014 - Present
ADEC Inc March 2014 - November 2014
Fulton Industries, Inc. December 2005 - July 2013
Acordia May 1999 - July 2005
Wells Fargo Insurance Services 1999 - 2005
Skills
Accounting, General Ledger, Payroll, Financial Reporting, Variance Analysis, Cost Accounting, Accounts Payable, Bank Reconciliation, Financial Statements, Accounts Receivable, Bookkeeping, Journal Entries, Fixed Assets, Microsoft Office, Microsoft Excel, Customer Service, Account Reconciliation, Internal Controls, Management, Process Improvement, Microsoft Word, Financial Accounting, Budgets
Education
Bethel College 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Ivy Tech Community College-Northcentral 1992 — 1995
Associate's degree, Accounting
Creative Financial Staffing (CFS) October 2014 - Present
ADEC Inc March 2014 - November 2014
Fulton Industries, Inc. December 2005 - July 2013
Acordia May 1999 - July 2005
Wells Fargo Insurance Services 1999 - 2005
Skills
Accounting, General Ledger, Payroll, Financial Reporting, Variance Analysis, Cost Accounting, Accounts Payable, Bank Reconciliation, Financial Statements, Accounts Receivable, Bookkeeping, Journal Entries, Fixed Assets, Microsoft Office, Microsoft Excel, Customer Service, Account Reconciliation, Internal Controls, Management, Process Improvement, Microsoft Word, Financial Accounting, Budgets
Education
Bethel College 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Ivy Tech Community College-Northcentral 1992 — 1995
Associate's degree, Accounting
Belinda Arthur's Wells Fargo Insurance Services Experience 1992 - 1993
Job RN CONSULTANT at CCIL
Industry
Experience
CCIL October 2011 - Present
ST FRANCIS HOSPITAL April 2007 - October 2007
CHARLESTON SURGICAL HOSPITAL November 2006 - April 2007
Thomas Memorial Hospital March 2000 - November 2006
St Francis Hospital August 1996 - March 2000
OH9 HOME HEALTH 1995 - August 1996
BECKLEY HOSPITAL June 1993 - 1995
Wells Fargo Insurance Services 1992 - 1993
Education
Bluefield State College
Bachelor's Degree, Art/Art Studies, General, Psychology
Bluefield State College
Associate's Degree, Registered Nursing/Registered Nurse
CCIL October 2011 - Present
ST FRANCIS HOSPITAL April 2007 - October 2007
CHARLESTON SURGICAL HOSPITAL November 2006 - April 2007
Thomas Memorial Hospital March 2000 - November 2006
St Francis Hospital August 1996 - March 2000
OH9 HOME HEALTH 1995 - August 1996
BECKLEY HOSPITAL June 1993 - 1995
Wells Fargo Insurance Services 1992 - 1993
Education
Bluefield State College
Bachelor's Degree, Art/Art Studies, General, Psychology
Bluefield State College
Associate's Degree, Registered Nursing/Registered Nurse