Wells Fargo Insurance Services
Wells Fargo Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Insurance Services Salaries. You can even request information on how much does Wells Fargo Insurance Services pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Insurance Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services October 2002 - May 2014
Advantage Benefits September 1997 - October 2002
Priority Health September 1986 - August 1997
Skills
Disability Insurance, Health Insurance, Benefits Administration, Health Savings Accounts, Employee Benefits, Management, Health Care Reform, Insurance, Life Insurance, Employee Wellness, Benchmarking, COBRA, Strategic Planning, Underwriting, Managed Care, Leadership
Education
Central Michigan University 1980 — 1985
Bachelors, Communications
Lovitt & Touche, Inc. February 2012 - Present
Aon Risk Insurance Services West, Inc March 2009 - February 2012
Willis April 2005 - March 2009
Wells Fargo Insurance Services January 2000 - April 2005
Skills
Insurance, Underwriting, Casualty, Risk, Financial Risk, Direct Marketing
Education
Central Methodist College 1994 — 1998
Bachelor of Arts, Business Administration
Wells Fargo Insurance Services June 2015 - Present
Wells Fargo Insurance Services April 2011 - Present
Marsh 2004 - March 2011
Marsh 1999 - 2004
Johnson & Higgins June 1987 - October 1997
Skills
Healthcare Consulting, Professional Liability, Captives, Medical Malpractice, Casualty, Managed Care, Insurance, Workers Compensation, Brokers, Risk Management, Healthcare, Healthcare Industry
Education
Colgate University 1983 — 1987
B.A., International Relations
Albert-Ludwigs-Universität Freiburg im Breisgau 1986 — 1986
The Hoffman Group Agency 2004 - 2013
Wells Fargo Insurance Services 1989 - 2004
Skills
Employee Training, Staff Development, Staff Management, Manage Client...
Education
Cleveland State University
Bachelor of Arts (BA), Geology/Earth Science, General
Wells Fargo Insurance Services October 1989 - Present
Skills
Employee Benefits Design, Employee Benefits..., Compliance, Affordable Care Act, COBRA, FMLA, Group Insurance, Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Voluntary Employee..., Health Savings Accounts, Health Reimbursement..., Cafeteria Plans, Self-Funded & Fully..., Employee Education &..., Training, Employee Benefits, Insurance, Health Care Reform, Underwriting, Sales, Customer Service
Education
Central Washington University 1984 — 1986
Bachelor's degree
Yakima Valley Community College 1982 — 1984
Associate's degree
Wells Fargo Insurance Services March 2014 - Present
Central State University February 2013 - March 2014
Luxottica Retail April 2012 - March 2014
Wells Fargo Insurance Services June 2013 - January 2014
Finish Line July 2010 - May 2013
Skills
Microsoft Word, Marketing Strategy, Leadership, Leadership Development, Public Speaking, Microsoft Office, Sales Strategies, Business Statistics, Business Calculus, Financial Investments, Operations Management, Financial Accounting, Managerial Accounting, Financial Institution, Football, Coaching, Sports Analysis, Recruiting, Cold Calling, Customer Service, Teamwork, Sales Management, Analysis, Investments
Education
Florida Atlantic University 2014 — 2016
Master of Business Administration (M.B.A.), Operations Management and Supply Chain Management
Central State University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration: Finance and Internatinal Business
Malone University 2009 — 2010
Wells Fargo Insurance Services January 2004 - Present
WellPoint April 1990 - June 2002
Skills
Insurance, Employee Benefits, Health Insurance, Underwriting, Health Savings Accounts, 401k, Benefits Administration, Commercial Insurance, Employee Wellness, Professional Liability, Risk Management, Life Insurance, Brokers, Disability Insurance, Property & Casualty..., Workers Compensation, Reinsurance
Education
Clemson University
Bachelor of Arts, Cum Laude, English and Communications
Georgia State University - J. Mack Robinson College of Business
Masters of Science in Risk Management and Actuarial Science, Insurance
Duke Energy Corporation April 2013 - Present
Rubbermaid Home Products April 2013 - September 2013
Aon November 2011 - April 2012
Wells Fargo Insurance Services May 2010 - June 2011
Platinum Underwriters Reinsurance, Inc. December 2006 - January 2010
Church Pension Group July 2000 - December 2006
CNA Insurance May 1995 - December 1999
Education
Capella University
Master's degree, Public Administration
Norfolk State University
Bachelor of Science, Accounting
Wells Fargo Insurance Services June 2010 - Present
Five Star Property Management June 2012 - July 2014
Skills
Administration, Data Entry, Receptionist Duties, Office Management, Event Planning, Product Development, Help Desk Support, Administrative..., Microsoft Office
Education
College of San Mateo
Capital Insurance Group April 2010 - Present
Wells Fargo Insurance Services August 1999 - March 2010
Skills
Underwriting, Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty, Liability, General Insurance, Legal Liability, Insurance, Umbrella Insurance, Professional Liability, Brokers, D&O, Risk Management, Casualty Insurance
Education
Portland State University 2011 — 2014
Bachelor's Degree, Social Sciences with Business Minor
Chemeketa Community College 2008 — 2010
Associate's degree, Transfer Degree
Aon Hewitt June 2013 - Present
Wells Fargo Insurance Services June 2010 - May 2013
Aon Hewitt November 2004 - May 2010
McGraw Wentworth, a Marsh & McLennan Agency LLC company April 2003 - November 2004
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Underwriting, Life Insurance, Financial Analysis, Strategic Planning, 401k, Retirement, Brokers, Health Savings Accounts, Account Management, Disability Insurance
Education
Central Michigan University 1987 — 1991
Bachelor of Science in Business Administration, Accounting and Finance
Marsh & McLennan Companies, Inc. November 2014 - Present
Wells Fargo Insurance Services June 2013 - October 2014
Arthur J. Gallagher Risk Management Services, Inc. December 2011 - May 2013
Everest Security Insurance Company November 2009 - September 2011
21st Century Insurance September 2003 - November 2009
Access Insurance Holdings July 2001 - September 2003
Skills
Customer Service, Insurance, Property & Casualty..., Underwriting, General Insurance, Process Improvement, Claims Management, Liability, Call Center, Risk Management, Account Management, Training, Call Centers, Leadership, Team Building, Marketing, Management, Professional Liability, Time Management
Education
Clark Atlanta University 1999 — 2000
Business Administration
Wells Fargo Insurance Services April 2015 - Present
Lockton Companies January 2014 - April 2015
Gallagher Benefit Services February 2008 - January 2014
Willis of North Carolina May 2006 - February 2008
Corporate Consulting Services July 2000 - May 2006
First Fortis, Inc. October 1998 - July 2000
The Hartford April 1996 - October 1998
Skills
Employee Benefits, Health Insurance, Insurance, Brokers, Disability Insurance, Underwriting, Health Savings Accounts, Life Insurance, Benefits Administration, Account Management, Employee Relations, Management, Open Enrollment, Program Management, Sales, Workers Compensation, Customer Service, Project Planning, Term Life Insurance
Education
City University of New York-John Jay College of Criminal Justice 1996 — 2002
Bachelor of Science (BS), Legal Studies, General
Wells Fargo Insurance Services May 2013 - Present
Organic August 2011 - May 2012
The Robison Group November 2008 - May 2011
Quest Diagnostics June 2004 - December 2006
Skills
Payroll Processing, Accounts Receivable, Executive Support, Microsoft Office, Recruiting, Interviews, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Payroll, Management, Administrative..., Background Checks, Coordination, Office Management, Process Scheduler, Analysis, Insurance, Social Media
Education
Central Michigan University 2008 — 2010
Bachelor of Science (B.S.), Community Development/Public Administration
Oakland Community College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts
Wells Fargo Insurance Services 2000 - 2013
Skills
Health Insurance, Insurance, Employee Benefits, Customer Service, Commercial Insurance, Account Management, Leadership, Underwriting, Strategic Planning, Life Insurance, Disability Insurance, Marketing, Sales, Benefits Administration
Education
The Citadel 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
College of Charleston 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Insurance Services April 2002 - Present
Unum 1998 - March 2002
Skills
Life Insurance, Customer Service, Strategic Planning, Health Insurance, Benefits Administration, Risk Management, Underwriting, Disability Insurance, Employee Benefits, Health Savings Accounts, Brokers, Term Life Insurance, Management, Claim
Education
California University of Pennsylvania
Mathematics, Secondary Education
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services October 2011 - Present
Wells Fargo Insurance Services June 2011 - October 2011
American E&S Insurance Brokers 2003 - May 2011
Getman Associates 2002 - 2003
Arthur J. Gallagher January 1994 - June 2002
Deloitte & Touche 1991 - 1994
Alexander & Alexander, Inc. 1977 - 1991
Skills
Management, Insurance, Strategic Planning, Accounting, Leadership, Program Management, Internal Controls, Underwriting, Strategic Financial..., Change Management, Training, Finance, Strategy
Education
City University of Seattle
BS, Accounting, Business Admin, Finance
Wells Fargo Insurance Services November 2014 - Present
Wells Fargo October 2011 - November 2014
Wells Fargo March 2007 - October 2011
Pennsylvania Tourism & Lodging Association November 2005 - March 2007
Skills
Credit, Sales, Coaching, Budgets, Business Development, Financial Services, Mortgage Lending, Program Management, Loans, Consumer Lending, Investments, Small Business Lending, Loan Origination, Commercial Lending, Commercial Banking, Banking, Retail Banking, Credit Analysis, Customer Service, Retail, Insurance
Education
Clarion University of Pennsylvania 1999 — 2003
Bachelor of Science, Communications
Curley Consulting January 2013 - Present
Symetra Financial November 2010 - July 2012
Wells Fargo Insurance Services January 2009 - October 2010
Wells Fargo May 2005 - January 2009
MCM January 1995 - January 2005
New England Financial July 1986 - January 1990
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Insurance, Underwriting, Employee Benefits, Risk Management, Brokers, Fixed Annuities, Investments, Series 63, Series 7, Retirement Planning, Retirement, Universal Life, Actuarial Science, Estate Planning, Strategic Financial..., Term Life Insurance
Education
College of the Holy Cross 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
The American College 1983 — 1984
CLU, ChFC, Insurance
Lexington High School 1967 — 1971
HealthSmart January 2012 - Present
Wells Fargo Insurance Services October 2006 - December 2011
Self Employed December 1995 - October 2006
Mapsys June 1993 - December 1995
Acordia National (McDonough Caperton Insurance) 1984 - 1993
Skills
COBOL, RPG, Programming, Crystal Reports, DB2, Access, Stored Procedures, Software Documentation, SDLC, FTP, SQL, Visio, JavaScript, Windows, HTML, Systems Analysis, IBM iSeries
Education
West Virginia College of Graduate Studies 1981 — 1984
MBA, Business & Consulting
Cedarville University 1977 — 1981
BA, Business Management
Capitol Administrators, Inc. May 2015 - Present
WellPoint May 2013 - November 2014
Office Team October 2007 - May 2013
Wells Fargo Insurance Services February 2012 - April 2012
Sacramento Heart & Vasular April 2011 - September 2011
Skills
Customer Service, Team Building, Health Insurance, Insurance, Workers Compensation, Claim, Healthcare, Benefits Administration, Employee Benefits, Managed Care, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Access, Training, PowerPoint, Event Planning, Social Media, Medical Billing
Education
CSU Sacramento 1978 — 1981
Early Childhood Education and Teaching
Hiram Johnson 1976 — 1978
General Degree, General Studies
Wells Fargo Insurance Services June 2011 - Present
Brightgreen Home Loans February 2010 - May 2011
Skills
Creative Problem Solving, Critical Thinking, Dedication, Organization, Mortgage Lending, Mortgage Banking, Executive Management, Refinance, Loan Origination, Underwriting, Teamwork, Real Estate Financing, Loans, Residential Mortgages, Microsoft Office, Finance
Education
Coastal Carolina University 2005 — 2008
Marketing
Jamestown Community College 2003 — 2005
Business Communication
Ivy Gate Education January 2014 - Present
Wells Fargo Insurance Services May 2013 - February 2014
Pacific Market International June 2012 - September 2012
Carleton College 2010 - 2012
Carleton College 2009 - 2012
Asian Counseling and Referral Service June 2011 - August 2011
Skills
Mandarin, Chinese, Research, Editing, Public Speaking, Qualitative Research, Data Analysis, Event Planning, Higher Education, Fundraising, Microsoft Office, Teaching, Tutoring, Community Outreach
Education
Carleton College 2008 — 2012
Bachelor of Arts (B.A.), East Asian Studies
University of Washington 2006 — 2011
Non-Matriculated, Economics, Francophone Studies
BMO Financial Group September 2015 - Present
D+H June 2013 - Present
Scribner Cohen and Company, S.C. January 2013 - April 2013
Wells Fargo Insurance Services February 2011 - January 2013
Wells Fargo Home Mortgage October 2005 - January 2011
Famous Footwear September 2003 - October 2005
Skills
Insurance, Customer Service, Multi Tasking, Conflict Resolution, Analytics, Dependable Team Player, Coaching, Research, Income Tax, Tax Returns, Sales, Customer Satisfaction, Bank Reconciliation, Accounting, Banking, Financial Analysis, Account Reconciliation, General Ledger, Microsoft Excel, Financial Reporting, Accounts Receivable, Data Analysis
Education
University of Wisconsin-Milwaukee 2011 — 2013
Master of Science (MS), Accounting
Cardinal Stritch University 2007 — 2010
Bachelor of Science (BS), Management
Milwaukee Area Technical College 2003 — 2006
Nicolet High School 1999 — 2003
Diploma
Wells Fargo Insurance Services January 2009 - Present
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services, Inc. May 2005 - January 2009
Palmer & Cay 1999 - 2005
Palmer & Cay 1994 - 1999
The Jordan Agency 1984 - 1994
Skills
Risk Management, Insurance, Mergers, Brokers, Operations Management, Underwriting, Vendor Management, Property & Casualty..., Health Insurance, Enterprise Risk..., Business Analysis, Financial Risk, Training, Leadership, Management, Commercial Insurance, Process Improvement
Education
Capella University 2005 — 2008
Humanities / Business / E-Commerce
Insurance Institute of America 1985 — 1995
CPCU, Chartered Property Casualty Underwriter
Insurance Institute of America 1983 — 1985
AAI, Accredited Advisor of Insurance
Braven Enterprises July 2012 - Present
Wells Fargo Insurance Services September 2011 - July 2014
Marsh July 2008 - August 2011
Marsh June 2008 - August 2008
AA Mobile Auto Detailing January 2006 - June 2008
Paint Creek Country Club September 2002 - September 2006
Skills
Commercial Insurance, Property & Casualty..., Insurance, Casualty, Brokers, Liability, Workers Compensation, General Insurance, Umbrella Insurance, Commercial Lines, Risk Management, Excess, Employment Practices..., Underwriting, Captives, Professional Liability, Customer Service, Insurance Brokerage, Customer Retention, Microsoft Excel, Process Improvement
Education
Central Michigan University 2004 — 2008
Bachelor of Science, Business Administration; International Business; Spanish
Crump Insurance Services February 2010 - Present
Wells Fargo Insurance Services 2006 - 2010
Marsh 2001 - 2005
Zurich North America 1997 - 2001
Kemper National Insurance Company 1988 - 1997
Skills
Underwriting, Property & Casualty..., Risk Mitigation, Claims, Excess, Real Estate, Construction, Risk Management, Reinsurance, Liability Analysis, Employment Practices..., Commercial Lines, Commercial Insurance, Brokerage, Sales Management, Program Management, New Business Development, Leadership, Insurance Brokerage, Customer Service, Team Building, Litigation Management, Executive Management, Claim, Casualty, Insurance, Inland Marine, Professional Liability, Brokers, Commercial Real Estate, Directors & Officers..., General Insurance, Claims Management, Business Development, Property, Risk Financing, Mergers & Acquisitions, Legal Liability, Surety Bonds, Liability, Negotiation, Captives, Employee Benefits, Health Insurance, D&O, Risk Assessment, Umbrella Insurance, Workers Compensation, Strategic Partnerships
Education
Clemson University 1982 — 1988
MS, Bio Systems Engineering
Clemson University 1982 — 1986
BS, Bio Systems Engineering
Rockhill Insurance Company, a division of State Auto Insurance Companies March 2014 - Present
Easy Street Realty 2010 - Present
Ramsgate Insurance / 1st Quality Insurance Group August 2013 - March 2014
Greer Insurance Group February 2012 - June 2013
Rockhill Insurance Company May 2006 - April 2010
Wells Fargo Insurance Services March 2005 - May 2006
Skills
Brokers, Property & Casualty..., Sales, Commercial Lines, Claim, Insurance, Risk Management, Commercial Insurance
Education
City University of New York-Hunter College 1975 — 1976
Liberal Arts
Scanlan High School 1972 — 1975
Academic
Wells Fargo Insurance Services 2011 - 2011
--undisclosed-- January 2000 - January 2000
Hearst Corporation January 2000 - January 2000
CenturyLink (Formerly Embarq) January 2000 - January 2000
One Management January 2000 - January 2000
Alltel Wireless January 2000 - January 2000
Strategic Resource Company January 2000 - January 2000
Centene Corporation January 2000 - January 2000
Education
Socastee High School
Coastal Carolina University
Communications
M3 Insurance August 2010 - Present
Zywave December 2007 - February 2010
Wells Fargo Insurance Services December 2006 - November 2007
Marsh June 1999 - December 2006
Skills
Proactive client..., Technical Insurance..., Negotiations, Leadership, Organization &..., Time Management, Building and..., Insurance, Negotiation, CRM, Sales, Account Management, Training, Sales Process, Property & Casualty..., Management, Commercial Insurance, Risk Management, Liability, Professional Liability, Workers Compensation, Program Management, Brokers
Education
Marquette University 2000 — 2005
MBA
Carthage College 1995 — 1999
Bachelor of Arts (B.A.), Business & Marketing
Valparaiso High School 1992 — 1995
diploma, valparaiso high school
Spectrum Health November 2014 - Present
Spectrum Health June 2013 - November 2014
Holland Hospital September 2012 - June 2013
Professional Medical Reimbursement Services LLC July 2009 - July 2012
Wells Fargo Insurance Services April 2007 - August 2009
Great Lakes Health Solutions January 2005 - January 2007
Skills
Medical Billing, Revenue Cycle, Medical Coding, Managed Care, Practice Management, Revenue Cycle Management, Health Insurance, Invoicing, Insurance, Employee Benefits, Orthopedic, Strategy, Medicine, Hospitals, Medicare, HIPAA, Healthcare Information..., EHR, Epic Systems, EDI, ICD-10, Provider Relations, Healthcare Management, Medicaid, Healthcare Industry, Healthcare, EMR, Process Improvement, Management, Leadership, Strategic Planning, Team Building
Education
Central Michigan University 2013 — 2015
Master of Science in Administration, Health Services Administration
Davenport University 2008 — 2010
Bachelor of Science (BS), Business Management
Grand Valley State University 2003 — 2005
Computer Science/Information Technology
Navy Technical Training Center 1998 — 1999
Network Administration
Wells Fargo Insurance Services January 2007 - Present
Wells Fargo Insurance Services 2007 - Present
Skills
Employee Benefits, Underwriting, Health Insurance, Dental, Health Savings Accounts, Benefits, Strategic Planning, Benefits Administration, Insurance, Leadership, Term Life Insurance, Disability Insurance, Management, Brokers, Workers Compensation, Life Insurance, Risk Management, Small Business, Property & Casualty..., Commercial Insurance, 401k, Long-term Care
Education
Central Connecticut State University 1970 — 1974
B.A., Economics
JDRF, Int'l Inc. formerly Juvenile Diabetes Research Foundation, Inc. June 2012 - Present
Wells Fargo Insurance Services January 2003 - July 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Editing, Windows, Research, Outlook, Property & Casualty..., Proofreading, Legal Assistance, Administrative..., Receptionist Duties, Internal Audit
Education
City University of New York-John Jay College of Criminal Justice
Bachelor's Degree
Focus Career Group
Legal Office Assistant Certificate
New York Paralegal School
Berkshire Hathaway HomeServices C. Dan Joyner, REALTORS 2014 - Present
Wells Fargo Insurance Services August 2010 - December 2013
Skills
Real Estate, selling and listing..., Customer Service, Customer Satisfaction, Property, Buyers, Insurance, Sellers, Selling, Negotiation, Commercial Real Estate, Sales, Contract Negotiation, Investments, Property Management, Investment Properties, Leadership, Banking, Finance, Mortgage Lending, Loans
Education
College of Charleston 1988 — 1992
Business Administration and Management, General
Wren High School 1984 — 1987
Wells Fargo March 2012 - Present
BBVA / Compass Bank 2008 - February 2012
Wells Fargo Insurance Services August 2004 - August 2008
T. Rowe Price August 2002 - August 2004
Skills
Loans, Credit, Investments, Portfolio Management, Mortgage Lending, New Business Development, Due Diligence, Wealth Management, Loan Origination, Insurance, Banking, Commercial Lending, Strategic Planning, Business Planning, Sales Management, Risk Management, Commercial Banking, Business Development, Small Business Lending, Credit Analysis, Public Relations, Customer Service, Financial Analysis
Education
Colorado College 1991 — 1996
Bachelor of Arts (B.A.), Economics
J.L. Crowe
The ABD Team July 2012 - Present
Wells Fargo Insurance Services March 2005 - July 2012
Reinholdt Insurance Agency October 1999 - March 2005
Skills
Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Risk Management, Employment Practices..., Professional Liability, Liability, Brokers, Account Management, Underwriting, Claim, Workers Compensation
Education
San Francisco State University 1999 — 2004
BA, Political Science
City College of San Francisco 1998 — 1999
Brooklyn Technical High School 1994 — 1998
Computer Science
CBIZ/Weekes & Callaway, Inc. July 2007 - Present
Wells Fargo Insurance Services May 1991 - June 2007
Wells Fargo Insurance Services May 1991 - June 2007
Skills
Underwriting, Commercial Insurance, Sales Management, D&O, Brokers, Property & Casualty..., Insurance, Professional Liability, Risk Management, Liability, Strategic Planning, Casualty, Customer Retention, Customer Service, Employment Practices..., General Insurance, Management, New Business Development, Sales, Selling, Workers Compensation
Education
Clemson University 1987 — 1991
BS, Financial Management
Spanish River
Wells Fargo Insurance Services November 2011 - Present
Oak Insurance Agency, Inc December 2001 - Present
Atlantic Mutual Insurance Company December 2001 - Present
Oak Insurance Agency, Inc. December 2001 - October 2011
Atlantic Mutual December 1997 - December 2001
Fireman's Fund Insurance Company December 1997 - December 2001
Fireman's Fund Insurance Company December 1990 - December 1997
Target Middle Market December 1990 - December 1997
Hanover Insurance Company January 1987 - December 1990
Skills
Microsoft Office, Outlook, IMS, Applied Agency Manager
Education
Malcolm X College 1986 — 1987
Chicago State University 1985 — 1986
Wells Fargo Insurance Services April 2007 - Present
Wells Fargo Insurance Services 2007 - 2013
Big Brothers Big Sisters of Puget Sound 2007 - December 2011
Bright Promise NonProfit- Associated Industries Affiliate 2009 - 2011
Wycliffe and JAARS 2007 - 2010
Arthur J. Gallagher & Company 1987 - 2007
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Risk Management, Brokers, Workers Compensation, Strategic Planning, Casualty, Liability, General Insurance, Claim, Customer Service, Financial Analysis, Organizational..., Professional Liability, Property, Public Speaking, Employee Benefits, Employee Relations, Leadership, Non-profits, Strategy, Health Insurance, Team Building
Education
Central Michigan University
Accounting/Business
Golden Gate University
MBA in Finance, Management and Finance
Samich USA May 2010 - Present
Samich USA April 2010 - Present
Pinnacol Assurance January 2009 - May 2010
Pinnacol January 2009 - April 2010
Wells Fargo Insurance Services December 2006 - December 2008
Wells Fargo Insurance Services December 2006 - December 2008
Time Cleaning Inc. July 2006 - December 2006
The Cortez Journal October 2005 - July 2006
Education
Colorado State University 2000 — 2004
BA - Journalism, Technical Writing
Colorado State University
B.A, Technical Journalism
Montezuma Cortez High School
Wells Fargo Insurance Services September 2014 - Present
Wells Fargo Insurance Services June 2014 - September 2014
Marilyn Wilson State Farm Insurance Agency May 2011 - June 2014
Nationwide Insurance August 2010 - May 2011
Nationwide Insurance September 2002 - July 2010
Skills
Time Management, Self-starter, Goal-driven leader, Goal Oriented, Leadership, Teamwork, Sales, Field Work, Organization, Volunteering, Enthusiasm to learn, Highly motivated..., Building Relationships, Loyal, Client Rapport, Casualty, Insurance, Property & Casualty..., Liability, Commercial Insurance, Legal Liability, Commercial Lines, Homeowners, Claim
Education
Clemson University 1998 — 2002
Bachelor of Science (BS), Marketing
Horry-Georgetown Technical College
Nursing
Wells Fargo Insurance Services January 2009 - Present
Wachovia Insurance Services December 2005 - January 2009
Marsh & McLennan Companies, Inc. August 1988 - December 2005
Education
American University 1986 — 1988
Master of Arts (MA), International Relations and Affairs
Clark University 1982 — 1986
BA, International Relations and Affairs
Wells Fargo Insurance Services March 2015 - Present
Truck Writers Inc December 2013 - March 2015
Charlie Brecht Agency-Allstate June 2013 - December 2013
Wells Fargo Insurance Services August 2011 - June 2013
Assurant Health May 2008 - August 2011
Skills
Health Insurance, Property & Casualty..., Life Insurance, Insurance, Commercial Insurance, Underwriting, Disability Insurance, Casualty, Term Life Insurance, Commercial Lines, Long-term Care, Umbrella Insurance, Liability, Legal Liability, Fixed Annuities, Whole Life, General Insurance, Brokers, Claim, Casualty Insurance
Education
Central Lakes College-Brainerd 1991 — 1992
Nursing, Nursing Education
Archbright March 2013 - Present
AH&T Insurance October 2012 - March 2013
Alexander Morford & Woo, Inc., A Brown & Riding Company December 2008 - October 2011
Wells Fargo Insurance Services August 2008 - December 2008
AH&T Insurance January 2006 - August 2008
Hub International April 2005 - October 2005
Snapper Shuler Kenner September 2003 - April 2005
The Unity Group April 2002 - September 2003
Art Impressions West 1999 - 2002
Catapult Software Training 1996 - 1999
Education
Calvin College 1986 — 1990
BA, Sociology
USI Insurance Services 2014 - Present
Actuate Entrepreneurial and Executive Coaching 2012 - Present
Wells Fargo Insurance Services September 2000 - May 2014
Marsh January 1999 - September 2000
Skills
Bonds, Financial Analysis, Underwriting, Risk Management, Insurance, Executive Coaching, Lifestyle Coaching, Leadership Development, Public Speaking, Financial Risk, Team Building, New Business Development, Customer Service, Budgets, Leadership, Fundraising, Coaching, Time Management, Nonprofits, Strategic Planning, Organizational..., Training, Small Business
Education
John Maxwell 2011 — 2012
Certified Executive Coach, Teacher, and Speaker, Leadership Development
Capella University 2010 — 2012
MS, Leadership
Palm Beach Atlantic University 2002 — 2006
BS, Organizational Management
Hoffmann & Swintek January 2014 - Present
Wells Fargo Insurance Services April 2008 - January 2012
Skills
Financial Analysis, Tax, Financial Reporting, Accounting, General Ledger, Auditing, Account Reconciliation, Finance, Fixed Assets, Variance Analysis, Sarbanes-Oxley Act
Education
College of St. Benedict 1992 — 1996
Bachelor of Arts (B.A.), Accounting
OfficeTeam May 2014 - Present
Facebook January 2012 - March 2014
Facebook April 2011 - January 2012
Wells Fargo Insurance Services August 2010 - January 2011
Year Up March 2010 - July 2010
Skills
Computer Hardware, Windows 7, Windows XP, OS X, Technical Support
Education
City College of San Francisco 2010 — 2011
Computer Networking Information Technology
Zurich North America April 2015 - Present
Wells Fargo Insurance Services November 2013 - Present
Santa Maria & Company Risk and Insurance Services October 2009 - November 2013
Aon Risk Services August 2008 - October 2009
Allied North America November 2003 - August 2008
Skills
Insurance, Brokerage, Commercial Insurance, Property & Casualty..., Professional Liability, Brokers, D&O, Employment Practices..., Business Development, Legal Liability, Casualty, Underwriting, Marketing, Liability, General Insurance, Claim, Marketing Strategy, Commercial Lines, Umbrella Insurance, Inland Marine, Risk Management, Claims Management, Workers Compensation
Education
University of California, Riverside 1998 — 2001
BS, Sociology/Bus Admin
College of the Desert 1996 — 1998
AA
Palm Desert High School 1992 — 1996
Wells Fargo Insurance Services January 2007 - Present
Skills
Customer Service, Sales, Account Management, Marketing, Leadership, Strategic Planning, Insurance, Training, Social Media, Underwriting
Education
Chowan University
Vanguard Truck Centers September 2014 - Present
Arrow Truck Sales 2012 - 2014
Wells Fargo Insurance Services 2011 - 2012
Auto Action Group 2010 - 2011
Skills
Cold Calling, Sales Process, Negotiation, Pricing, Account Management, Sales Management, Sales, Customer Satisfaction, Sales Operations, New Business Development, Inventory Management, Transportation, Customer Service, Operations Management, Team Building
Education
Carrington College-Phoenix
Glendale Community College
Georgetown Mortgage LLC June 2015 - Present
International City Mortgage March 2014 - June 2015
Crossfire marketing group March 2013 - March 2014
Conduit Global November 2011 - January 2013
Wells Fargo Insurance Services January 2009 - October 2011
Johnny's property management October 2003 - January 2009
US Navy January 1999 - July 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Loans, Customer Service, Marketing, Strategic Planning, Banking, Credit, Business Development, Finance, Negotiation, Team Leadership, Team Building, Real Estate, Marketing Strategy, Public Speaking, Sales Management, Investments, Teamwork, Business Strategy, Budgets
Education
College of San Mateo 2000 — 2013
Associate's degree, Electronic communication
Kaplan University 2003 — 2003
Real estate Licence, Real Estate
Navy 1999 — 2003
Gas service machinist, Language Interpretation and Translation
Wells Fargo March 2015 - Present
Wells Fargo Insurance Services June 2013 - March 2015
Wells Fargo August 2012 - June 2013
Wells Fargo May 2012 - August 2012
Kohl's Department Stores June 2011 - January 2012
Cometic Gasket, Inc. May 2007 - August 2007
Skills
Community Outreach, Leadership, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Time Management, Organization, Recruiting, Always Willing to Learn, Retail, Data Analysis, Certified: KT Problem..., Prioritisation, Social Media, Microsoft Office, Employee Relations, Performance Management, Talent Acquisition, Analysis, Hiring, Onboarding, Microsoft Word, Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Human Resources and Industrial Relations Management & Marketing
CIMBA 2012 — 2012
Marketing, Communications
Wells Fargo Insurance Services
Skills
Technical Support, Strategic Planning, Call Centers, Customer Service, Microsoft Office, Process Improvement, SharePoint
Education
Central Piedmont Community College
Computer Science
The ABD Team June 2015 - Present
Wells Fargo Insurance Services August 2009 - June 2015
Thurgood Marshall High School February 2004 - June 2008
Year Up 2008 - 2008
Skills
Process Improvement, Customer Service, Windows 7, Banking, Troubleshooting, Microsoft Office, Access, Outlook, Call Centers, Computer Hardware, XP, Microsoft Excel, OS X, PowerPoint, Windows, Vendor Management, Windows XP, Leadership, Microsoft Word, Public Speaking
Education
City College of San Francisco 2008 — 2012
Technology support, Computer Science
Jumal Lewis April 2015 - Present
http://wesaidyes2.jeunesseglobal.com January 2015 - Present
Wells Fargo Insurance Services March 2009 - October 2014
Wells Fargo Financial January 2006 - January 2010
Skills
Direct Sales, Networking, Motivational Speaking, Enrichment, Performance Enhancement, Entrepreneurship, Public Speaking, Empowerment, Advocacy, Health Education, Stem Cell Technology, Cosmeceuticals, Alkalinity
Education
Carleton College 2002 — 2005
Bachelor of Arts (B.A.), Sociology and Anthropology
Pizza Hut of Fort Wayne, Inc September 2015 - Present
Wells Fargo Insurance Services October 2014 - January 2015
Wells Fargo Insurance Services March 2010 - October 2014
Wells Fargo Insurance Services October 2008 - March 2010
Skills
Accounting, General Ledger, Account Reconciliation, Accounts Payable, Journal Entries, Bank Reconciliation, Microsoft Excel, Accounts Receivable, Microsoft Office, Outlook
Education
Chadron State College 2014 — 2016
Bachelor of Business Administration (BBA), Accounting, 4.0
Pikes Peak Community College 2006 — 2007
Associate of Applied Science, Accounting, 4.0
Rebecca Rollins Interiors May 2015 - Present
Custom Air Specialists May 2014 - Present
Orly International October 2013 - April 2014
Wells Fargo Insurance Services September 2013 - October 2013
CGNP Manufacturing June 2013 - August 2013
HOA Organizers October 2012 - May 2013
Hydro Systems, Inc January 2011 - March 2012
XANTECH CORP January 2009 - December 2010
Power Chevrolet of Valencia July 2008 - September 2009
Packaging Plus Incorporated 2006 - 2008
Skills
AV, Trade Shows, Negotiation, Sound, Electronics, Consumer Electronics, Marketing Strategy, Team Building, New Business Development, Microsoft Office, Sales Management, Social Media, Strategic Planning, Customer Service, Cost Control, Product Cost Analysis, Data Entry, Time Management, Purchasing, Inventory Management, Outlook, Social Networking, Sales Process, Customer Satisfaction, Retail, Account Management, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Budgets, Invoicing, Sales, Sales Operations, Public Speaking, Administration, Team Leadership, Merchandising, Competitive Analysis
Education
College of the Canyons 2012 — 2016
Associate of Arts (A.A.), English
Jereann Bowman High 2004 — 2006
Diploma, Basic
Wells Fargo Insurance Services August 2014 - Present
CBIZ August 2012 - March 2014
Lovitt & Touche, Inc. 2006 - 2012
Marsh 1999 - 2003
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Disability Insurance, Life Insurance, Brokers, Health Savings Accounts, Claim, General Insurance, COBRA, Claims Management, Term Life Insurance, Employee Relations, Employee Wellness, Open Enrollment, Accident, Health Care Reform, Marketing, Health Policy, Cafeteria Plans, Flexible Spending..., Group Medical, Insurance Brokerage, Benefits Design
Education
Cleveland State University
Business
Lightseeds by Holly December 2009 - Present
Poitinger, Redmond, Lyons, Kura & Walker April 2012 - Present
Lady Hawise - Dance Instructor January 2000 - Present
Kest Property Management November 2005 - February 2009
First Interstate Properties November 2004 - November 2005
Wells Fargo Insurance Services 1998 - 2004
Capitol American Life Insurance 1990 - 1997
Skills
Blogging, Entrepreneurship, Event Planning, Small Business, Administrative..., Social Media, Proofreading, Marketing, Editing, Social Media Marketing, Time Management, Marketing Communications, Social Networking, Copywriting, Office Management, Holistic Health, PowerPoint, Virtual Assistance, Sales, Business Development, Lifestyle Coaching, Copy Editing, Office Administration, Process Scheduler, Events Coordination, Microsoft Office 2007, Project Coordination, Job Coaching, Administrative Support, Appointment Scheduling, Blog Development, Client Communications, Client Services, Decluttering, Event Co-ordination, Newsletter Production, Office Organization, Organizing, Renaissance / Medieval..., Scheduling, Small Business..., Virtual Assistant, Website Administration, Workshop Development, Joint Ventures, Book launch, Joint venture book..., Microsoft Office, Communication
Education
Cleveland State University
B.A, Psychology
Cleveland State University
BA, Psychology
First American Home Buyers Protection February 2010 - July 2015
LCG Pence Construction September 2006 - March 2008
Oregon State Lottery August 2005 - September 2006
Wells Fargo Insurance Services July 1994 - March 2003
Skills
Outlook, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Reporting, Financial Analysis, Training, Process Improvement, Employee Benefits, Program Management, Budgets, Time Management, Project Management, Recruiting, Payroll, Strategic Planning, Team Building, Business Analysis, Leadership, Management, PowerPoint, Risk Management, Project Planning, Sales, Contract Negotiation, Human Resources, Team Leadership
Education
Chemeketa Community College 1990 — 1990
Accounting
Clover Park Voc-Tech Tacoma, WA 1982 — 1982
Accounting
Wells Fargo December 2013 - Present
Wells Fargo Insurance Services August 2012 - November 2013
Wells Fargo Insurance Services September 2010 - August 2012
Education
University of South Carolina - Darla Moore School of Business 2013 — 2014
Master of Business Administration (M.B.A.), GPA: 3.60
College of Charleston 2005 — 2009
Bachelor's degree, Economics
HUB International March 2015 - Present
Wells Fargo Insurance Services June 2008 - March 2015
Van Gilder Insurance July 2004 - June 2008
American Family Insurance April 2002 - July 2004
Skills
Policies & Procedures, Problem-solving/Creativi..., Interpersonal abilities, Planning and organizing, Professionalism and..., Responsiveness, Professional..., High Achiever, Surety, Customer Service, Surety Bonds, Bonds, Licensed Property, Account Management, Brokers
Education
William J Angell Surety School 2005 — 2009
Colby Community College 1997 — 1999
Associate of Arts (AA)
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo Home Mortgage July 2008 - June 2015
Howard Johnson June 2005 - June 2009
Access Advantage Insurance Agency February 2003 - July 2008
USIT 1997 - 2000
Ladeco Chile Airlines 1993 - 1996
Skills
NC Resident Broker, NC..., Export/Import Basics, Basics for New Business, Sabre and Galileo...
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor’s Degree, International Business, 3.35/4.00
Central Piedmont Community College 2005 — 2009
Associate’s Degree, Associate in Arts, 3.41/4.00
Inter American Institute of Technology 1990 — 1992
Associate's degree, Tourism-Hotel Industy
Wells Fargo Insurance Services February 2015 - Present
Health Alliance Medical Plans July 2004 - February 2015
Presbyterian Healthcare Services July 2001 - July 2004
Hometown Health Plan July 1995 - December 2000
The Hartford 1993 - 1995
Skills
Managed Care, Healthcare, Account Management, Strategic Planning, HIPAA, Team Building, Brokers, Underwriting, Healthcare Management, Medicare, Marketing, Sales, Leadership, Medicaid, Provider Relations, Health Insurance, Insurance, Management, Training, New Business Development, Coaching, Employee Benefits, Business Development, Sales Management, Public Speaking, Healthcare Industry, Marketing Strategy, Microsoft Office
Education
Kent State University 1996 — 1997
Ed.S., Rehabiliation Counseling
Kent State University 1989 — 1991
M.Ed., Rehabiliation Counseling
Cedarville University 1985 — 1989
BA, Psychology
UnitedHealth Group - Optum February 2015 - Present
ActionLink April 2011 - Present
Wells Fargo Insurance Services May 2013 - November 2014
Minneapolis/St. Paul Chapter of NSHMBA March 2012 - July 2013
van Wagenen Financial Services June 2012 - January 2013
Banking, Insurance, and Health Care December 2011 - May 2012
MN AMA (American Marketing Association) April 2010 - April 2012
Wells Fargo Home Mortgage May 2011 - September 2011
US Bank July 2008 - August 2010
Accountemps/ING July 2007 - January 2008
Skills
Leadership, Management, Process Improvement, Analysis, Business Analysis, Marketing, Strategic Planning, Project Management, SharePoint, Access, Social Media, Sales, Microsoft Excel, Marketing Communications, Microsoft Office, Budgets, Team Building, Business Process, CRM, Advertising, Time Management, Forecasting, Vendor Management, Cross-functional Team..., Finance, Strategy, Internet Explorer, Visio, SEO, Competitive Analysis, Managerial Finance, SWOT analysis, Retail, SAP, FrontPage, Adobe Creative Suite, Fundraising, Database Admin, Open Office, Lotus, Firefox, Quality Assurance, Citrix, Excel, Database Management, Hogan, Business Process Audit, OpenOffice, Telesales Operations, Training
Education
Saint Mary's University of Minnesota 2007 — 2010
MBA, - 3.70 GPA, Marketing and Project Management
University of Wisconsin-Eau Claire 2003 — 2005
BA, Legal Studies, 27 extra credits
Century College 2000 — 2003
AA, Music and Generals
MacPhail The Center for Music 1998 — 2003
studied, voice, piano, and composition - off and on.
C3/CustomerContactChannels, Inc. August 2014 - Present
Apple One January 2012 - July 2014
Convergys May 2003 - June 2011
Occurrence 2003 - 2011
Thomas Insurance Agency September 1998 - May 2001
Auto Club of Utah 1994 - 1998
Wells Fargo Insurance Services 1993 - 1994
Sullivan, Kelly & Associates 1985 - 1993
Skills
Microsoft Word, Customer Service, Insurance, Marketing, Microsoft Excel, New Business Development, Call Centers, Customer Satisfaction, Telephone Skills, Data Entry, Outlook, Lotus Notes, Management, Time Management
Education
One Day Class 2013 — 2013
Continuing Education / Specialized Training / Professional Development:
College of Southern Nevada 2002 — 2013
Bachelor's degree (in progress), Communication, General
Sawyer Business School 1974 — 1975
Certificate, Office Management and Supervision
Huntington Insurance March 2015 - Present
Wells Fargo Insurance Services March 2005 - March 2015
Risk Logic 2001 - 2005
Skills
Insurance, Sales Management, New Business Development, Strategic Planning, Relationship Management, Sales, Account Management, Salesforce.com, Cold Calling, Sales Process, Direct Sales, Team Building, Property & Casualty..., Training, Selling, Liability, Workers Compensation, Sales Presentations, Management, Customer Retention, Business Development, B2B, Sales Operations, Marketing, Lead Generation, Negotiation, Small Business, CRM, Solution Selling, Leadership, Building Relationships, Employee Benefits, Risk Management, Customer Service, Strategy
Education
Central Connecticut State University
Rocky Hill High School
University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist
Lockton Companies May 2014 - Present
Wells Fargo Insurance Services November 2010 - May 2014
MARSH USA INC January 2000 - November 2010
Marsh April 2006 - February 2009
Marsh July 2000 - October 2006
Skills
Insurance, Customer Relations, Problem Solving, Program Design, Risk Management, Team Leadership, Coaching, Commercial Insurance, Account Management, Strategic Planning, Marketing, Sales, Program Management, Leadership, Customer Service, Casualty, Management, Property & Casualty..., New Business Development, Negotiation, Underwriting, Project Management, Employment Practices..., Brokers, Professional Liability, Casualty Insurance
Education
College of Charleston 1995 — 1999
Bachelor of Arts, English
Van Wyk Risk Solutions May 2013 - August 2015
Olivier-VanDyk Insurance Agency 2012 - May 2013
Great Lakes Risk Management 2009 - 2012
Wells Fargo Insurance Services 2005 - 2009
Skills
Licensed in Property &..., Certified Insurance..., Commercial Insurance, Professional Liability, Property, Workers Compensation, Casualty, Casualty Insurance, General Insurance, Liability, Umbrella Insurance, Customer Service, Employment Practices...
Education
Central Michigan University
Bachelor of Science (B.S.), Community Development
The Fedeli Group October 2012 - Present
Wells Fargo Insurance Services December 1991 - October 2012
Marsh & McLennan Companies, Inc. March 1984 - December 1991
Skills
Microsoft Word, Microsoft Excel, Commercial Insurance, Social Media, Account Management, Real Estate, Sales, Sales Management, Professional Liability, Casualty, D, Casualty Insurance, Brokers, General Insurance, Insurance, Legal Liability, Liability, Property, Risk Management, Umbrella Insurance, Workers Compensation, Underwriting, Property & Casualty...
Education
Cleveland State University 1968 — 1970
Parma Senior High 1965 — 1968
Wells Fargo Insurance Services July 2014 - Present
Wells Fargo October 2013 - June 2014
Wells Fargo January 2013 - October 2013
Allstate April 2012 - January 2013
Mecklenburg County February 2011 - October 2011
Hamilton County Job and Family Services June 2005 - January 2011
Skills
Nonprofits, Public Speaking, Microsoft Office, Strategic Planning, Research, Community Outreach, Customer Service, Data Entry
Education
University of Phoenix 2007 — 2009
Bachelor of Science (BS), Management
Cincinnati State Technical and Community College 2004 — 2007
Associate of Arts (AA), Human Services, General
Wells Fargo Insurance Services October 2011 - Present
Capella University January 2007 - March 2011
Edward Jones June 2005 - November 2006
Ameriprise Financial October 2004 - June 2005
Goodwill/ Easter Seals October 2001 - October 2004
Infinity Direct, Inc July 2000 - September 2001
Education
Capella University 2007 — 2010
MBA, Business Management
Luther College 1996 — 2000
BS, Communications and Political Science
Chubb Insurance May 2015 - Present
Chubb Insurance 2012 - Present
Chubb Insurance 2011 - 2012
Chubb Insurance 2006 - 2010
Wells Fargo Insurance Services 2004 - 2005
Weichert Insurance Agency 2003 - 2004
MetLife 2002 - 2003
New York Life Insurance Company 2001 - 2002
Education
California University of Pennsylvania
Fairleigh Dickinson University-Metropolitan Campus
Wells Fargo Insurance Services May 2013 - Present
Wells Fargo - Wholesale Marketing Web Management Group January 2012 - April 2013
Wells Fargo Bank February 2010 - February 2012
Wachovia, A Wells Fargo Company January 2004 - January 2010
Roolaart Interactive January 1995 - January 2005
Skills
SDLC, SharePoint, Business Analysis, Process Improvement, Business Requirements, Agile Methodologies, Business Intelligence, Visio, Leadership, Vendor Management
Education
Central Piedmont Community College 1983 — 1986
Alliant Insurance Services August 2015 - Present
Wells Fargo Insurance Services July 2014 - August 2015
Finest Insurance Agency July 2013 - July 2014
Independent Contractor May 2012 - May 2013
YCM Laboratories January 2012 - May 2012
Chili's June 2007 - July 2011
Ao Luk Prachassan Secondary School July 2010 - October 2010
Skills
Microsoft Office, Editing, PowerPoint, Social Media, Event Management, Customer Service, Microsoft Word, Public Speaking, Photoshop, Time Management, Event Planning, Microsoft Excel, Marketing Communications, InDesign, Public Relations, Marketing, QuickBooks, Final Draft, Google Docs, Constant Contact, WordPress, Outlook, OneNote, ACORD, Endorsements, Customer Satisfaction, Certificates Of...
Education
LanguageCorps 2010 — 2010
TESOL, TESOL
Chapman University 2005 — 2009
BFA, Creative Writing
MetLife June 2014 - March 2015
Kelly Services @ Dun & Bradstreet 2013 - June 2014
Professional Services Group of Central New Jersey 2013 - 2013
Allsource PPS @ MetLife Resources 2010 - 2012
New York Life 2008 - 2009
Wells Fargo Insurance Services 2002 - 2008
Prudential Financial 1999 - 2002
Provident Insurance 1998 - 1999
Marsh (formerly Sedgwick Noble Lowndes) 1993 - 1998
Skills
CRM, Employee Benefits, Cross-functional Team..., Insurance, Pensions, Process Improvement, Outlook, Access, Defined Benefit, Management, Sales, Program Management, Vendor Management, Sales Operations, Accounting, Training
Education
Centenary College 2004 — 2006
Bachelors of Science, Business Administration
Corporate Consulting Services June 2015 - Present
Corporate Consulting Services, Ltd August 2012 - June 2015
Corporate Consulting Services, Ltd December 2008 - July 2012
Corporate Consulting Services, Ltd May 2002 - December 2008
Wells Fargo Insurance Services June 1996 - May 2002
Interfaith Medical Center 1994 - 1996
Skills
Strategic Planning, Benefits Administration, Employee Benefits, Health Savings Accounts, Open Enrollment, Health Insurance, Insurance, Healthcare, Disability Insurance, Property & Casualty..., Risk Management, Risk Assessment, Professional Liability, Workers Compensation, Employment Practices..., 401k, HR Consulting, Financial Analysis, Claim, Managed Care, Commercial Insurance, Underwriting, Flexible Spending..., Life Insurance, Health Care Reform, Long-term Care, Group Insurance, Health Policy, Dentistry, COBRA, HMO, Management, Training, Accident, Brokers, Term Life Insurance, Universal Life, Whole Life, PPO
Education
City University of New York-Brooklyn College 1995 — 1999
MA - Healthcare Administration, HealthCare
City University of New York-Hunter College 1992 — 1994
BS, Sociology
Dale Carnegie Training
Sales Advange Champion, Dale Carnegies Sales Advantage
Aon October 2014 - Present
Wells Fargo Insurance Services April 2003 - October 2014
Marsh 2001 - 2003
Skills
Private Equity, Insurance, Mergers, Employee Benefits, Venture Capital, Commercial Insurance, LBO, Due Diligence, Property
Education
Case Western Reserve University School of Law 1992 — 1995
JD
Northwestern University 1988 — 1992
BA, History
University School
University School
University School
Foremost Insurance April 2015 - Present
Hays Companies April 2007 - October 2014
Mercury Insurance October 2006 - April 2007
Tannenbaum Harber August 2005 - August 2006
NIA Group 2003 - 2005
HRH 2000 - 2003
Wells Fargo Insurance Services 2000 - 2000
Van Gilder Insurance Services 1998 - 1999
Capuano Insurance 1996 - 1998
Skills
Property & Casualty..., Professional Liability, Commercial Insurance, Insurance, General Insurance, Brokers
Education
Centenary College
The Private Client Reserve September 2015 - Present
Wells Fargo Insurance Services January 2015 - September 2015
Wells Fargo May 2011 - January 2015
Wells Fargo - The Private Bank 2003 - May 2011
Skills
Credit Analysis, Commercial Lending, Loan Origination, Portfolio Management, Commercial Banking, Credit, Mortgage Banking
Education
California State University-Sacramento 1987 — 1992
Wells Fargo Insurance Services March 2008 - Present
Analysts International April 2005 - March 2008
Education
Cambridge College 1996 — 1997
Wyle November 2012 - Present
Hub International May 2011 - November 2012
Wells Fargo Insurance Services April 2007 - May 2011
Adecco Personnel Services September 2003 - April 2007
Buchanan Ingersoll & Rooney PC September 2000 - August 2001
Skills
Employee Benefits, Program Management, Microsoft Office, Training, PowerPoint, Event Planning, InDesign, Leadership, Marketing, Proposal Writing, Microsoft Excel, Sales, Insurance, Customer Service, Microsoft Word, Public Speaking, Editing, Marketing Communications, Management, Project Management
Education
Carnegie Mellon University 2001 — 2003
Master's degree, Arts Management
Carnegie Mellon University 1993 — 1997
Bachelor of Arts (B.A.), Creative Writing
Principal Financial Group April 2003 - Present
CIGNA Group Insurance March 2001 - March 2003
Wells Fargo Insurance Services February 1999 - March 2001
Assurant Employee Benefits January 1984 - January 1999
Skills
Disability Insurance, Dental, Employee Benefits, Insurance, Underwriting, Term Life Insurance, Voluntary Benefits, Renewals, Computer Literate, Vision Benefits, Customer Service, Customer Retention, Customer Focus, Account Management, Customer Relations, Microsoft Office, Brokers, Health Insurance, Life Insurance, Management, Health Savings Accounts
Education
City College of San Francisco 2000 — 2002
Business
DSA Realty Services July 2014 - Present
Wells Fargo Insurance Services January 2014 - May 2014
Aon Risk Solutions June 2011 - December 2013
Frank Crystal & Company June 2010 - August 2010
Frank Crystal & Company June 2009 - August 2009
Frank Crystal & Company June 2008 - August 2008
Frank Crystal & Company December 2007 - January 2008
Aon July 2007 - August 2007
KPMG LLP July 2006 - August 2006
Skills
Account Management, Microsoft Excel, Microsoft Office, Accounting, Budgets
Education
New York University
Certificate in International Trade, Finance, and Logistics
City University of New York 2007 — 2011
Double major in Economics & History
Tottenville High School
Independent Consultant September 2011 - Present
Wells Fargo Insurance Services August 2008 - September 2011
Herder Tarricone Associates January 1994 - August 2008
Tarricone & Tarricone Insurance Services January 1982 - January 1994
Skills
Risk Management, Underwriting, Personal Insurance..., Insurance
Education
College of Saint Elizabeth 1971 — 1973
B.A., Spanish, Business
National Alliance of Insurance Professionals
Certified Insurance Counselor, Certified Risk Manager
Wells Fargo Insurance Services July 2004 - Present
Chubb 1998 - 2003
Skills
Underwriting, Property & Casualty..., Risk Management, Leadership, Financial Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
M.A., Politics, Economics & Business (MBA Equivalent)
St. Olaf College
B.A., Economics & Finance
Wells Fargo Insurance Services December 2007 - Present
Wachovia Insurance Services 2007 - 2007
Aurora Health Care 2001 - 2007
Home Care Medical, Inc 1994 - 2001
Skills
Registered Nurse, Business Administrat, Business Intelligence, Public Health, total population health, onsite clinic..., Data Mining, Data Analysis, Wellness, Clinical Data Management, clinical consulting, Population Health, Insurance, Clinical Consulting, Employee Wellness, Managed Care, Healthcare, Health Insurance, Healthcare Information..., Clinical Research, Employee Benefits, Healthcare Consulting, Workers Compensation, Health Care Reform, Medicare, Health Savings Accounts, HIPAA, Employee Wellness..., Health Policy, Health Promotion, Long-term Care, Health Education, Benefits Administration, Healthcare Industry, Disability Insurance, COBRA, Brokers, Corporations
Education
University of Wisconsin-Milwaukee 2009 — 2011
Masters, Public Health
Milwaukee Area Technical College 2005 — 2007
Paralegal, Law
Cardinal Stritch University 1991 — 1995
Bachelor of Science, Business Adnministration
Milwaukee Area Technical College 1975 — 1978
ADN, Nursing
Wells Fargo Insurance Services August 2003 - Present
Education
Colorado College 1991 — 1996
Wells Fargo Insurance Services USA Inc. July 2005 - Present
Wells Fargo Insurance Services 2005 - Present
Booz Allen Hamilton 1992 - 2003
Csaplar & Bok 1984 - 1992
Skills
Reprographics, Purchasing, Organizing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Word, Public Speaking, Research, Leadership Development, Event Planning, Writing, Supply Chain, Inventory Management, Retail, Microsoft Word, Training, Strategic Planning, Leadership, Process Improvement, Access, Team Building, Time Management, Program Management, Microsoft Excel, Risk Management, Management
Education
City College of San Francisco 1971 — 1974
Music and Business
Galileo High School 1968 — 1971
Music
Wells Fargo Insurance Services May 2012 - Present
Wells Fargo Insurance Services December 2007 - May 2012
Aon Consulting March 2001 - December 2007
CIGNA Healthcare January 1989 - February 2001
CIGNA 1989 - 2001
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Vendor Management, Insurance, Strategic Planning, Disability Insurance, Benefits Administration, Retirement, 401k, Underwriting, Retirement Planning, Brokers, Life Insurance, ERISA, Term Life Insurance, COBRA, Fixed Annuities, Workers Compensation
Education
Colgate University 1980 — 1984
BA, Biology/German
Wells Fargo Insurance Services June 2005 - Present
CoreSource 1998 - 2004
Skills
Health Insurance, Insurance, Underwriting, Disability Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Term Life Insurance, Benefits Administration, Account Management, COBRA, Customer Service, Sales
Education
Capital University 1994 — 1998
BA, Health Sciences
Reynoldsburg High School 1990 — 1994
Commission Express June 2013 - Present
Bohland & Graham June 2008 - Present
Wells Fargo Insurance Services January 2012 - July 2013
MetLife March 2011 - December 2011
Wachovia, A Wells Fargo Company January 2000 - June 2008
J.P. Morgan January 1998 - December 1999
Skills
Real Estate Transactions, Real Estate, Closings, Factoring, Investments, Investment Properties, Underwriting, Risk Management, Insurance, Strategic Planning, Asset Management, Mergers & Acquisitions, Financial Modeling, Sales Commission
Education
Colgate University 1991 — 1995
BA, Philosophy, Religion, Economics
The Lawrenceville School 1989 — 1991
Graduate, Communication and Media Studies
BW Insurance Agency, a wholly-owned subsidiary of Bank of the West June 2014 - Present
Arthur J. Gallagher & Co. July 2013 - May 2014
Wells Fargo Insurance Services August 2005 - May 2013
Wells Fargo Insurance Services 2005 - May 2013
PLUS January 1990 - 2011
Wells Fargo of California Insurance Services 2005 - 2009
USI Consulting Group January 2000 - August 2005
USI of Southern Califonia Insurance Services 2001 - 2005
Aon Risk Services, Inc, 1991 - 2000
Chubb 1981 - 1991
Skills
D&O, Professional Liability, Insurance, Brokers, Underwriting, Risk Management, Customer Relations, Strategic Planning, Negotiation, Property & Casualty..., Public Speaking, Customer Service, Liability, Insurance Brokerage, Casualty, Employment Practices..., Commercial Insurance, Directors & Officers..., Financial Institutions, Reinsurance, Workers Compensation, Financial Risk, Captives, Claims Management, General Insurance, Claim, Disability Insurance, Health Insurance, Employee Benefits, Leadership, Commercial Lines, Legal Liability, Executive Management, Life Insurance, Risk Analysis, Umbrella Insurance, Fixed Annuities, Enterprise Risk..., Excess, Financial Services, Term Life Insurance, Strategy, Analysis, Fiduciary, Retirement Planning, Retirement, 401k, Bonds, Long-term Care, New Business Development
Education
Colgate University 1977 — 1981
BA, English, Economics
Western Reserve Acedemy 1973 — 1977
High School/Secondary Diplomas and Certificates
Western Reserve Acedemy
Wells Fargo Insurance Services October 2014 - Present
Aon Risk Services October 2005 - September 2014
Aon 2005 - October 2007
Marsh 2003 - 2005
Marsh 2001 - 2003
Sound-Tech Marketing 2000 - 2001
Skills
Property & Casualty..., Insurance, Commercial Insurance, Brokers, Underwriting, General Insurance, Risk Management, Professional Liability, Legal Liability, Casualty, D, Liability, Reinsurance, Employment Practices..., Workers Compensation, D&O
Education
Regis University 2000 — 2002
MBA, Business
Colorado State University 1994 — 1998
Bachelors, Economics
Smoky Hill High School 1990 — 1994
Neil-Garing Insurance June 2010 - Present
Wells Fargo Insurance Services April 2007 - June 2010
Brown & Brown April 2006 - April 2007
Education
Colorado College 1999 — 2003
Math/Econ
HUB International December 2014 - Present
Wells Fargo Insurance Services 2008 - 2014
ABD Insurance& Financial Services (Aquired by Wells Fargo) 2000 - 2008
Woodruff – Sawyer & Co. 1994 - 2000
Calco Insurance Brokers 1989 - 1994
California Casualty Management Company 1986 - 1989
Skills
Insurance, Property & Casualty..., Leadership, Mergers, Business Development, Risk Management, Brokers, Commercial Insurance, Capital Raising, Reinsurance, Underwriting, Claim, Building Strong..., Employee Benefits, Consulting, Mergers & Acquisitions, International, International Business, International..., New Business Development, D&O, Professional Liability, Portfolio Management, Casualty, Workers Compensation, Liability, Management, Finance, Enterprise Risk..., General Insurance, Legal Liability, CRM, Claims Management, Relationship Management, Employment Practices..., Commercial Lines, Financial Services, Excess, Umbrella Insurance, Executive Management, Casualty Insurance
Education
Claremont McKenna College 1978 — 1982
BA, Political Science
Poms & Associates October 2013 - Present
Wells Fargo Insurance Services July 2009 - October 2013
Trapani Dickins & Associates July 2007 - June 2009
Education
Chapman University
B.F.A.
Northrup Grumman Synoptics June 2014 - October 2014
Wells Fargo Insurance Services November 2010 - May 2013
Independent Consultant January 1988 - August 2005
Skills
Programming, COBOL, Testing, SSRS, DB2, C#, SDLC, XML, Business Analysis, OOP, Microsoft SQL Server, WinForms, ASP.NET, IMS DB/DC, Visio, Mainframe, Database Administration, Program Management, SharePoint, JCL, Software Project..., Databases, Business Intelligence, Java, Database Design, Data Warehousing, T-SQL
Education
University of Pennsylvania 1968 — 1970
MS, Economics / Finance
Central Piedmont Community College
Internet Technology, Microsoft .NET
Wells Fargo 2013 - Present
Wells Fargo Insurance Services 2008 - Present
Greater Charlotte Shetland Sheepdog Club 2012 - 2014
Wachovia January 2004 - 2008
Palmer and Cay January 2004 - February 2006
AMS Services July 1996 - November 2003
Skills
Software Documentation, SDLC, Process Improvement, Vendor Management, Requirements Analysis, Business Analysis, Requirements Gathering, Leadership, Insurance, Management, SharePoint
Education
Central Connecticut State University
Bio-Med Technologies
Strayer University-Maryland
Associate of Arts (AA), Information Technology, 4.0
WGT Media Inc May 2014 - June 2015
BOKU, Inc. April 2010 - April 2012
Wells Fargo Insurance Services August 2009 - January 2010
Skills
Technical Support, SQL, Microsoft SQL Server, Troubleshooting, Windows, JavaScript, HTML, Java, System Administration, Databases, Web Development, Software Development, Linux, Customer Service, Microsoft Office
Education
Year Up San Francisco Bay Area 2009 — 2010
Computer Networking
School of the Arts 2003 — 2007
City College of San Francisco
Cigna January 2014 - Present
Wells Fargo Insurance Services July 2011 - November 2013
Coventry Health Care of Georgia June 2010 - July 2011
Concentra November 2005 - November 2008
Centers for Disease Control and Prevention January 2008 - August 2008
Skills
Wellness, Employee Wellness..., Public Health, Health Education, Health Promotion, Health Insurance, Account Management, Program Development, Program Management, Customer Service, Corporations, Healthcare, Wellbeing, Nutrition
Education
Morehouse School of Medicine 2007 — 2009
Master of Public Health
College of Charleston 2000 — 2004
Bachelor of Science (BS), Health and Physical Education
Wells Fargo Insurance Services May 2013 - Present
Wells Fargo Insurance Services August 2004 - Present
Wells Fargo Insurance Services USA 2004 - Present
Wells Fargo Insurance Services/ABD 2004 - Present
Calco Insurance Brokers October 1997 - August 2005
Gallagher Heffernan 1994 - 1997
Frank B. Hall Environmental Risk Division 1989 - 1993
Frank B Hall 1989 - 1990
Skills
Insurance, Commercial Insurance, Property & Casualty..., Brokers, Employment Practices..., Customer Relations, Benefits, Professional Liability, Workers Compensation, Customer Service, Commercial Lines, Account Management, Underwriting, Casualty
Education
Clark Atlanta University
Political Science, Business Administration
Wells Fargo Insurance Services Benefit ConsultantMarsh1999 - 2003
Mercer 1999 - 2003
Skills
Marketing
Education
Central Connecticut State University 1972 — 1975
BA, Psychology
Fisher College 1971 — 1972
Senn Dunn Insurance October 2009 - Present
Wells Fargo Insurance Services January 2001 - June 2008
Education
Alamance Community College 1994 — 1996
Business Marketing
College of Charleston 1993 — 1994
Wells Fargo Insurance Services November 2009 - Present
Buck Consultants 1992 - 2009
Metropolitan Insurance Company 1977 - 1992
Skills
Insurance, Policy, Training, Employee Relations, Onboarding, Customer Service, Personnel Management, Deferred Compensation, Strategic Planning, Public Speaking, Employee Benefits, Benefits Administration, Leadership, Human Resources, Leadership Development, Wellness, FMLA, Disability Insurance, Health Care Reform, Project Management, Employee Engagement, HRIS, Performance Management, Management, New Business Development, Change Management, Health Insurance, Negotiation, Account Management, Healthcare, HR Consulting, Analysis, Consulting
Education
Central Michigan University
BS, Business Administration
InterWest Insurance Services April 2015 - Present
InterWest Insurance Services June 2012 - Present
ISU Francis Pinney Insurance Service October 2010 - April 2011
JNI 2010 - 2010
Warren G. Bender Company April 2002 - December 2009
Wells Fargo Insurance 2004 - 2005
Arthur J. Gallagher & Co. January 2000 - April 2002
Wells Fargo Insurance Services October 1996 - December 1999
Skills
Insurance, Risk Management, Property & Casualty..., Underwriting, General Insurance, Commercial Insurance, Liability, Casualty, Commercial Lines, Legal Liability, Claims Management, Reinsurance, Workers Compensation, Umbrella Insurance, Professional Liability, Brokers, Customer Service, Employment Practices..., Inland Marine, D&O, Casualty Insurance
Education
College of Alameda 1993 — 1994
Accounting / Business Management
Castlemont High School 1986 — 1989
Parker Elementary
Wells Fargo Insurance Services April 2006 - Present
Zurich North America January 1997 - March 2006
USF+G March 1995 - December 1996
The Home Insurance Company August 1988 - May 1994
Skills
Claim, Claims Management, Insurance, Underwriting, Litigation, Sales Management, Property & Casualty..., Litigation Support, Product Liability, Commercial Insurance, Banking, Litigation Management, Analysis, Risk Management, Liability
Education
City University of Seattle
Bachelor of Science, Business Administration
Washington State University
Social Work
Wells Fargo Securities January 2015 - Present
Wells Fargo Insurance Services March 2011 - January 2015
Wells Fargo Insurance Services July 2006 - March 2011
Ecolab June 1996 - July 2006
Skills
Microsoft Office, Process Improvement, Administrative..., Lotus Notes, Insurance, Property & Casualty..., Customer Service, Management, Team Building
Education
Clemson University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Insurance Services February 2012 - October 2014
Wells Fargo December 2010 - February 2012
JFP,LLC August 2008 - September 2010
Just Financial Planning August 2008 - September 2009
Roanoke College Stundent Management Fund August 2006 - April 2008
Skills
Investments, Portfolio Management, Finance, Marketing, Sales, Management, Mutual Funds, New Business Development, Fixed Income, Securities, Budgets, Asset Allocation, Research, Project Planning, Insurance, Underwriting, Risk Management, Financial Analysis, Financial Modeling, Policy
Education
Roanoke College 2006 — 2008
B.B.A, Finance
Clemson University 2002 — 2004
Business Finance
Kinetics March 2011 - October 2011
R.D.N.A Financial Group February 2009 - December 2010
Wells Fargo Insurance Services June 2008 - January 2009
Charles Schwab February 2008 - May 2008
City Hall of Tracy January 2007 - July 2007
A & A lending September 2004 - December 2006
Alameda Alliance for Health January 2004 - September 2004
Just Desserts June 2003 - January 2004
Ikon Office Solutions February 2002 - June 2003
Education
Chabot College 2006 — 2007
Accounting
The Hanover Insurance Group January 2015 - Present
The Hanover Insurance Group September 2012 - Present
Wells Fargo Insurance Services August 2010 - August 2012
Wells Fargo Insurance Services 2006 - August 2010
ABD Insurance and Financial Services December 1999 - 2006
Skills
Underwriting, Professional Liability, Brokers, Commercial Insurance, Property & Casualty..., Insurance, Liability, Casualty, Employment Practices..., Risk Management, General Insurance, Customer Service, Legal Liability, D&O
Education
City College of San Francisco 1999 — 2003
Hawaii Pacific University 1998 — 1999
International Business
Wells Fargo Insurance Services May 2004 - Present
Wells Fargo Insurance Services 2004 - 2011
Education
Central Washington University
Bachelor of Science
Wells Fargo Insurance Services March 2005 - Present
Marsh, Inc. March 1997 - December 2004
Johnson & Higgins April 1987 - March 1997
Skills
Financial Risk
Education
Central Michigan University 1959 — 1963
BA, Public Speaking
UnitedHealth Group June 2014 - Present
Cute 'n Sassy Creations March 2009 - May 2014
Wells Fargo Insurance Services March 2001 - September 2008
Skills
Direct Marketing, Digital Marketing, Project Management, Campaign Management, Brand Management, Relationship Management, Vendor Management, Team Management, Recruiting, Data Privacy, Legal Compliance, Visual Arts, Drawing, Graphic Design, Marketing, Web Design, Portraits, Digital Photography, Commercial Photography, InDesign, Graphics, Digital Illustration, Image Editing, Illustration, Museums, Photoshop, Mixed Media, Marketing Strategy, Contemporary Art, Curating, Craft, Painting, Art, Product Management, Management, Marketing Communications
Education
College of Saint Benedict
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Hub International July 2007 - Present
Wells Fargo Insurance Services October 2005 - July 2007
Alliant Insurance Services November 1985 - May 2003
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Brokers, Professional Liability, Umbrella Insurance, Liability, General Insurance, Commercial Lines, Casualty, Workers Compensation
Education
New York Institute of Photography 2002 — 2004
Certificate of Completion, Photography
Chaffey College 1990 — 1993
Associate Degree, Real Estate
Wells Fargo Insurance Services June 2007 - Present
Edwards Church & Muse, Inc. February 2001 - June 2007
Equiguard Insurance Services April 2000 - February 2001
Skills
Underwriting, Account Management, Sales Management, Salesforce.com, Customer Retention, Risk Management, Sales Process, Banking
Education
Clemson University 1976 — 1980
Bachelor of Science (B.S.)
Great Falls High School, Great Falls SC 1972 — 1976
Wells Fargo Insurance Services May 2007 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Underwriting, Workers Compensation, Healthcare, Casualty Insurance, Brokers, Liability
Education
Clemson University 1976 — 1980
Bachelor of Science (B.S.), Finance and Financial Management Services
Wells Fargo Insurance Services July 2000 - Present
Unisun Insurance Company September 1989 - December 1998
Skills
Employee Benefits, COBRA, Health Savings Accounts
Education
The Citadel 1989 — 1992
Master of Business Administration (MBA)
College of Charleston 1981 — 1983
Bachelor's degree, Business Administration and Management, General
Wells Fargo Insurance Services December 2012 - Present
The Cincinnati Insurance Companies January 2004 - August 2012
Union Central Life Insurance Company June 2000 - January 2004
Skills
Customer Service, Customer Oriented, Data Analysis, Subject Matter Experts, Building Relationships, Maintaining Strong..., Risk Assessment, Risk Management, Product Marketing, Market Analysis, Pricing Strategy, Microsoft Office, Statistics, Financial Statements, Benefit Cost Analysis, Modeling, Negotiation, Marketing, Reinsurance, Employee Benefits, Financial Analysis, Pricing, Strategic Planning, Property & Casualty..., Claims Management, Workers Compensation, Process Improvement, Insurance, Underwriting, General Insurance, Professional Liability, Life Insurance, Sales, Microsoft Excel, Financial Risk, Commercial Insurance, Account Management, Claim, Fixed Annuities, Liability, Umbrella Insurance, Insurance Brokerage, Health Savings Accounts, D&O, Directors & Officers..., Inland Marine, Investments
Education
Xavier University 2009 — 2013
Master of Business Administration (M.B.A.)
Centre College 1996 — 2000
Bachelor's degree, Economics
Everest National Insurance Company September 2013 - Present
Wells Fargo Insurance Services December 2012 - April 2013
The AssureTech Group January 2011 - January 2013
Lowery's Vacation Homes, Inc. April 2009 - November 2010
Skills
Microsoft Office, Internet, TAM Online, Customer Service, Microsoft Excel
Education
Chicago State University
Bachelor's degree
The Reschini Group November 2013 - Present
Marsh October 2012 - November 2013
Wells Fargo Insurance Services August 2005 - October 2012
Chubb Insurance September 1999 - August 2005
Skills
Energy Insurance, Property & Casualty..., Underwriting, Professional Liability, Insurance, Commercial Insurance, Liability, Casualty Insurance, Brokers, General Insurance, Risk Management, Workers Compensation, Legal Liability, Reinsurance, Claim, Management, Employment Practices..., D&O, Umbrella Insurance, Claims Management, Financial Risk
Education
University of Pittsburgh 1983 — 1987
Master's degree, International Affairs
Clarion University of Pennsylvania
Bachelor's degree, Education
Wells Fargo Insurance Services Senior Vice PresidentWells Fargo Insurance ServicesMarch 2005 - Present
Marsh & McLennan Companies, Inc. November 1996 - December 2004
Johnson & Higgins April 1987 - September 1996
Marsh & McLennan Companies, Inc. November 1977 - April 1987
Employers Insurance of Wausau June 1969 - November 1977
Education
Central Michigan University 1959 — 1963
Bachelor of Arts (B.A.), Secondary Education and Teaching
Wells Fargo Insurance Services April 2008 - Present
Geller & Company September 2000 - September 2006
Skills
Adobe Creative Suite, Web Design, Adobe Acrobat, InDesign, Microsoft Office, Graphic Design, Corporate Branding, Illustrator, Brochures, Logo Design
Education
Hunter College 1985 — 2000
George W Wingate H.S. 1982 — 1985
Wells Fargo Insurance Services September 2010 - Present
Education
College of Charleston 1989 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Insurance Services January 1970 - Present
Skills
Property & Casualty..., Professional Liability, Insurance, Commercial Insurance, Underwriting, Legal Liability, Employment Practices..., Brokers, Casualty, Reinsurance, Claim, Risk Management, Casualty Insurance, Workers Compensation
Education
City University of New York City College 1950 — 1954
Bachelor's degree, History
Wells Fargo Insurance Services February 2003 - Present
Education
Chadron State College 1991 — 1995
Bachelor's degree
Wells Fargo Insurance Services July 2015 - Present
XL Catlin September 2014 - June 2015
Starr Companies February 2012 - September 2014
ACE Group April 2010 - February 2012
AXIS Capital April 2006 - March 2010
Travelers February 1998 - March 2006
Great American Insurance May 1993 - December 1997
Skills
Insurance, Risk Management, Underwriting, Inland Marine, Product Development, Shared & Layered..., National Accounts, Manuscript wordings, Highly Protected Risk..., Property & Casualty..., Commercial Insurance, Analysis, Training & Development, Business Analysis, General Insurance, PowerPoint, Financial Analysis, Outlook, Management, Marine Insurance, Excess & Surplus Lines, Risk Control, Catastrophe Modeling, Microsoft Excel, Excess, Financial Risk, Claim, Liability
Education
Cedarville University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Insurance Services January 2014 - Present
Westin Hotels & Resorts May 2013 - January 2014
Osso Restaurant & Lounge March 2012 - May 2013
Education
Central Piedmont Community College 2011 — 2013
Associate of Science (A.S.), Culinary Arts, Baking and Pastry
Commercial Coverage Insurance Agency November 2013 - Present
Heffernan Insurance Brokers February 2012 - November 2013
Wells Fargo Insurance Services June 2007 - April 2011
Skills
Commercial Insurance, Customer Service, Account Management
Education
City College of San Francisco 1988 — 1991
Associate's degree, Business Administration and Management, General
Terra nova high school Pacifica California 1976 — 1979
HS Diploma