Experience
Wells Fargo Insurance Services   August 2014 - Present
Wells Fargo Insurance Services   April 2013 - Present
Apria Healthcare  February 2010 - June 2012
Apria Healthcare  February 2010 - June 2012
Quest Diagnostics  May 2009 - October 2009
Desert Institute for Spine Care   October 2007 - September 2008
Carle Foundation Hospital  April 2002 - September 2007
Carle Foundation Hospital  April 2002 - September 2007
Carle Foundation Hospital  April 2002 - September 2007

Skills
Leadership, Analysis, Human Resources, Hospitals, Medical Coding, Software Documentation

Education
Eastern Illinois University   2006 — 2007
Bachelor of Arts (BA), General Studies / Minor Psychology

Experience
Keller Williams Realty  October 2014 - Present
C.H. Robinson   July 2013 - June 2014
Community Bank and Trust  August 2012 - January 2013
Wells Fargo Insurance Services   May 2012 - August 2012
Community Bank and Trust  January 2011 - May 2012

Skills
Banking, Credit, Customer Service, Commercial Banking, Risk Management, Insurance, Sales

Education
Missouri Southern State University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Evangel University   2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance

Experience
United Benefit Advisors (UBA)   June 2013 - Present
Wells Fargo Insurance Services USA Inc.  June 2007 - May 2013
Wells Fargo Insurance Services   November 2001 - June 2007
The NutraSweet Company  May 2000 - September 2001
Monsanto  July 1998 - May 2000
Solo Cup Company  April 1996 - June 1998
Suby, Von Haden Associates LLC   March 1995 - March 1996
ABS Global, Inc.   August 1982 - November 1994

Skills
Internal Communications, Marketing Communications, Marketing, Editing, Outlook, Administrative..., Event Planning, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Strategy, Time Management, Microsoft Office, Spanish, SharePoint, Teamwork, Training, Newsletters, Customer Service

Education
Edgewood College   1994 — 1999
MBA, Business

Marquette University   1976 — 1980
B.A., Spanish

Experience
Wells Fargo Insurance Services   April 2015 - Present
Wells Fargo Insurance Services   September 2008 - April 2015

Skills
Event Planning, Insurance, Life Insurance, Customer Service, Leadership, Health Savings Accounts, Employee Benefits, Brokers

Education
Dordt College   2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Human Resources

Experience
Knickerbocker Glory, LLC   January 2014 - Present
Insurance Research Associates   June 2012 - 2013
Knicker Bocker Glory   2010 - September 2012
butter LONDON  2010 - 2010
Group Health Cooperative  2010 - 2010
Wells Fargo Insurance Services   2006 - 2010
PacifiCare of Washington/United Health Care   2004 - 2006

Skills
Strategic Planning, Strategy, Management, Account Management, Employee Benefits, Marketing, Leadership, Competitive Analysis, Sales, Insurance, Program Management, New Business Development, Business Planning, Marketing Strategy, Selling, Disability Insurance

Education
Edmonds Community College
Business Management

Washington State

Experience
The Stenders   July 2015 - Present
Wells Fargo Insurance Services   April 2008 - July 2014
Accounting Principals/Add Staff Inc/ Accountemps   January 2007 - March 2008
Pioneer Sands Co. Inc   August 2006 - January 2007
Washington Inventory Service Ltd   May 2005 - August 2005
Erskine College  February 2005 - April 2005

Skills
Accounting, Accounts Receivable, Tenacious Work Ethic, Problem Solving, Organization Skills, Microsoft Excel, Microsoft Word, Power Point, Outlook, Nexsure, Benefit Point, QuickBooks

Education
Erskine College   2002 — 2006
Bachelor's Degree, Business Administration w/ Accounting Emphasis

Kwajalein High School   1998 — 2002
High School

Experience
Wells Fargo Insurance Services   March 2015 - Present
Grange Insurance Association  October 2012 - April 2015
UDR  December 2009 - June 2012
Vantage Pointe Condominiums   February 2007 - August 2009

Skills
Customer-focused Service, Sales, Technically Competent, Resourceful..., Organized with Strong..., Microsoft Office

Education
Concordia University-Portland   2003 — 2005
Bachelor of Arts (BA), Biology, General

Western Baptist College   2001 — 2003

Experience
Wells Fargo Insurance Services   1994 - Present
Marsh  1987 - 1994

Skills
Series 7, Wealth Management, Sales, Insurance, Financial Analysis, Claim, Property & Casualty..., Risk Management, Underwriting, Investments, Real Estate, Account Management, Retirement Planning, New Business Development, Estate Planning, Asset Allocation, Portfolio Management, Financial Services, Strategic Financial..., Professional Liability, Strategic Planning, Mergers, Commercial Insurance

Education
Eastern Kentucky University   1976 — 1980
BBA, Business - Real Estate

Experience
The Salvation Army  January 2015 - Present
Wells Fargo Insurance Services   June 2007 - January 2015
MRC Global  May 2005 - June 2007
EDVANTIA-THRU (UNITED TALENT STAFFING)   May 2004 - May 2005

Skills
Microsoft Excel, Project Management, Microsoft Office, Microsoft Word, SharePoint, Access, Outlook, Account Reconciliation, Customer Service, Financial Analysis, Data Analysis, Auditing, Compliance, Strategic Planning, Financial Accounting, Risk Analysis, Risk Assessment, Team Leadership, Teamwork, Employee Training, Certified Fraud Examiner, Accounts Receivable, Accounts Payable

Education
Keller Graduate School of Management of DeVry University-North Carolina Charlotte Area   2009 — 2011
MASTER OF ACCOUNTING & FINANCIAL MANAGEMENT, Certified Fraud Examiner (CFE), Above 3.00

University of Phoenix   2004 — 2007
Bachelor of Science (BS) Accounting, Accounting, 2.80

Durham Technical Community College   2001 — 2004
Associate of Arts (AA), General Studies, 2.50

Experience
Design Schaulis   June 2011 - Present
Wells Fargo Insurance Services   November 2012 - September 2014
Front Light Studios   November 2009 - May 2012
Drury University  September 2006 - May 2012
Kidlink International   May 2008 - February 2012
Drury University Communications   2009 - 2009
Staples  May 2005 - April 2008
Fazoli's Restaurant Management, LLC   July 2004 - May 2005

Skills
Layout, Photography, Photoshop, InDesign, Logo Design, Graphics, Illustration, Typography, Illustrator, Adobe Acrobat, Corporate Identity, Branding & Identity, Mac, Photo Editing, Advertising, Adobe Creative Suite, Microsoft Office, QuarkXPress, HTML + CSS, Information Graphics, Vector Illustration, Form Design

Education
Drury University   2006 — 2010
BA, Design Arts/Visual Communication

New Covenant Academy   2002 — 2006

Experience
USI Insurance Services  May 2014 - Present
Wells Fargo Insurance Services   2002 - 2014
EBI Companies and Royal & SunAlliance   1994 - 2002
PMA Insurance Group  1989 - 1994

Skills
Property & Casualty..., Insurance, Workers Compensation, Commercial Insurance, Underwriting, General Insurance, Claim, Claims Management, Liability, Brokers, Sales, Management, Risk Management, Licensed Property and..., Sales & Marketing, Problem Solving

Education
Mercyhurst University
Bachelor of Arts (BA), Computer Management Information Systems

Edinboro University of Pennsylvania
Computer Science

Academy High School

Experience
Snellings Walters Insurance Agency  2013 - Present
The Cincinnati Insurance Companies  2012 - 2013
Wells Fargo Insurance Services   2010 - 2012
The McCart Group - an EPIC company  2009 - 2010
Marsh  2006 - 2009
Various Risk Management Positions   1991 - 2006

Skills
Insurance, Risk Management, Loss Control, Commercial Insurance..., Public Speaking, Strategic Planning, Negotiation, Insurance Sales Training, Underwriting, Sales, Liability, Property & Casualty..., Leadership, Financial Risk, Casualty, Professional Liability, Claim, Employee Benefits, Workers Compensation, Commercial Insurance, Claims Management, Analysis, Defense Base Act, Government Contracting, Training, General Insurance, Management, Commercial Lines, Umbrella Insurance, New Business Development, Risk Assessment, Property, Account Management, Insurance Brokerage, Risk Analysis, Small Business, Cold Calling, Sales Operations, Analytics, Customer Service, Sales Management, Risk Management..., Business Development, Sales Process, Casualty Insurance, Brokers

Education
Eastern Michigan University   1987 — 1990
Bachelor of Science (B.S.), Biology, Military Science

Experience
Wells Fargo Insurance Services   November 2013 - Present
Emory University  September 2013 - Present
Assurant Specialty Property  February 2007 - November 2013
Home Capital, Inc.   February 2006 - February 2007
Red Turtle Marketing   2004 - 2006
DST Systems (dba lock\line, LLC)   2003 - 2004
HomeBanc Mortgage  2002 - 2003
AT&T Wireless  1994 - 2002

Skills
Process Improvement, Strategy, Product Marketing, Account Management, Strategic Planning, Marketing, Financial Analysis, Program Management, Product Management, Management, Business Analysis, Training, Leadership, Continuous Improvement, Team Leadership, Team Building, Project Management, Analysis, Six Sigma, Change Management, Operations Management, Business Development, Risk Management, Visio, CRM, Budgets, Business Strategy, Product Development, Interpersonal...

Education
Emory University - Goizueta Business School   2010 — 2010
Certificate, Management Development & Managerial Leadership

Indiana Wesleyan University
BS, Management

University of Georgia - Terry College of Business
MBA, Business Administration

Experience
Fairy Tales Doula   June 2012 - Present
Fluff n Stuff   November 2010 - Present
Wells Fargo Insurance Services   January 2008 - April 2008
Nova Information Systems  February 2006 - January 2007

Skills
Doula Services, Cloth Diapering, New Baby, Event Planning, Education, Natural Childbirth, Childbirth, Events Coordination, Holistic Education, Green Living, Babies

Education
Elizabethtown Community and Technical College

Pellissippi State Community College

Experience
Wells Fargo Insurance Services   October 2014 - Present
Toastmasters International  July 2014 - Present
Oswald Companies  May 2011 - October 2014
Self Funded Plans, Inc.   August 2008 - April 2011

Skills
Data Analysis, Statistical Modeling, Predictive Modeling, Employee Benefits, Licensed Life & Health..., Toastmasters, Microsoft Excel, PowerPoint, Project Planning, Leadership, Marketing, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Self-funded, Underwriting, Employee Benefits Design, Employee Wellness...

Education
University of Toledo   2004 — 2008
Bachelor of Business Administration (B.B.A.)

Cuyahoga Community College

Experience
Wells Fargo Insurance Services   August 2012 - Present
DWH Painting Company, Inc.   April 2008 - January 2012
L A Downey & Son, Inc   April 1996 - February 2008

Skills
Customer Service, Insurance, Underwriting, Marketing, Risk Management, Commercial Insurance, Workers Compensation, Accounting, Payroll, Account Management, Brokers, Property

Education
Durham Technical Community College
Business Administration and Management, General

Experience
Dodge Data & Analytics  February 2013 - July 2015
OptumHealth  September 2009 - July 2012
Wells Fargo Insurance Services   March 2007 - November 2008
Wells Fargo Bank  June 2004 - March 2007

Skills
SharePoint, Adobe Creative Suite, Outlook, PowerPoint, Microsoft Office, Access, Microsoft Excel, Customer Service, Photoshop, Microsoft Word, Illustrator, Databases, Data Entry, Office Administration, Management, Sales, Salesforce.com, Marketing, Strategic Planning, Team Building

Education
Diablo Valley College
Certificate of Completion, Computer Graphics

Oregon State University
B. S., Clothing & Textiles Design

Experience
SELECT Innovations   February 2012 - Present
Lloyd's of London  May 2009 - July 2009
Wells Fargo Insurance Services   2005 - 2006

Skills
Strategic Partnerships, Start-ups, Marketing Strategy, Entrepreneurship, Social Media Marketing, Business Development, Strategic Planning, Sales Management, Web Design, Business Strategy, Project Management, Mergers & Acquisitions, User Experience, Management, Strategy

Education
Columbia University in the City of New York   2012 — 2015
Creative Writing

Kent School

Experience
Wells Fargo Insurance Services   October 2014 - Present
Tower Media  August 2006 - October 2014
CareerBuilder.com  September 2005 - June 2006

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.83

University of Pittsburgh   2001 — 2004
Bachelor of Science in Business Administration, Finance and Marketing

Experience
Retired  January 2013 - Present
Wells Fargo Insurance Services   February 2010 - Present
OptumHealth Financial (United HealthCare)   June 2000 - September 2004
Alliance Underwriters   February 1997 - May 2000

Skills
Health Insurance, Commercial Insurance, Stop Loss, Disability Insurance, Benefits Administration, Medicare, Employee Benefits, Reinsurance, Insurance, Term Life Insurance, Claim, Underwriting, Brokers, Property & Casualty..., Life Insurance, Group Insurance, Health Savings Accounts, Workers Compensation, Long-term Care, COBRA, Claims Management, Accident, Dentistry, Healthcare, Managed Care, Excess, Casualty, Group Medical, Employment Practices..., Fixed Annuities, Umbrella Insurance, Legal Liability, General Insurance, Captives, Insurance Brokerage, Professional Liability, Employee Wellness, Health Care Reform, Whole Life, D&O, Risk Management, Self-funded

Education
Duquesne University   1993 — 1995

Minot State University   1970 — 1973

Experience
Alden Terrace Of Mc Henry   April 2015 - Present
Wells Fargo Insurance Services   May 2009 - January 2010
Concord EMS  January 2002 - May 2009
Blue Cross Blue Shield of Michigan  May 1995 - August 2000

Skills
Medicare, Medical Billing, Health Insurance, Invoicing, Medicaid, Customer Service, Management, Accounting, Collections, Microsoft Office, HIPAA, Nursing

Education
Elgin Community College   2012 — 2015
Associate’s Degree, Registered Nursing/Registered Nurse, Honors

Experience
NFP Property & Casualty Services, Inc.   September 2012 - Present
Wells Fargo Insurance Services   January 2012 - September 2012
Ready Set Work   June 2011 - August 2011
UniTek Global Services  August 2010 - December 2010
Resource America Inc  June 2006 - March 2009
Action Duplication   June 2005 - September 2005

Skills
Customer Service, Recruiting, Insurance, Marketing, Employee Relations

Education
Drexel University   2005 — 2009

Cheltenham High School
Business Administration Degree, Marketing

Experience
MediaNews Group  June 2014 - Present
Wells Fargo Insurance Services   December 2010 - June 2014
Colorado Springs Sky Sox  April 2010 - October 2010
University of Colorado at Colorado Springs  August 2008 - May 2010

Skills
QuickBooks, Financial Statements, Accounting, Accounts Payable, Financial Reporting, Journal Entries, Accounts Receivable, Balance, Financial Accounting, General Ledger, Account Reconciliation, Peachtree, Tax, Tax Preparation, Bank Reconciliation, GAAP, Accruals, Cost Accounting, US GAAP, Fixed Assets, Variance Analysis, Bookkeeping, Cash Flow, Sarbanes-Oxley Act, Expenses, Cash Management, SEC filings, Spreadsheets, Payroll, External Audit, Year-end Close, Managerial Finance, Balance Sheet, Pivot Tables, Depreciation, Quicken, ADP Payroll, Cash, Financial Analysis

Education
Regis University   2011 — 2015
Master of Science, Accounting, First year

Colorado State University-Pueblo   2010 — 2010
Studied, Management, accounting

University of Colorado at Colorado Springs   2008 — 2010
Bachelor of Science, Accounting

Experience
Business Administrators and Consultants (BAC)   March 2015 - Present
Wells Fargo Insurance Services   October 2012 - November 2014
Wells Fargo Insurance Services   July 2003 - October 2012
Acordia  May 1998 - July 2003
McElroy Minister   August 1995 - May 1998

Skills
Insurance, Management, Client Relations, Team Leadership, Employee Benefits, Employer Engagement, Client Education, Supervisory Skills, Project Management, Process Improvement, Contract Negotiation, Time Management, Team Building, Teamwork, Troubleshooting, Cross-functional Team..., Customer Retention, Analysis, Marketing, Leadership, Account Management, Claim, Business Development, Risk Management, Customer Service, Sales, Strategic Planning, Call Centers, Budgets, Health Insurance, Underwriting, Brokers, Disability Insurance, Benefits Administration, Life Insurance, Health Savings Accounts, Term Life Insurance

Education
Eastland-Fairfield Career and Technical Schools   1991 — 1992
Certificate of successful completion, Computer Technology/Computer Systems Technology

Groveport High School   1972 — 1984
High School, Basic Skills and Developmental/Remedial Education

Experience
Bloomin' Brands, Inc.   March 2014 - Present
Marsh USA, Inc.   July 2007 - March 2014
Wells Fargo Insurance Services   January 2005 - July 2007
Pinellas County Board of County Commissioners   March 1995 - January 2005
American School for the Deaf  1993 - 1995
Fazzano and Tomasiewicz   1990 - 1993

Skills
Workers Compensation, Strategic Planning, Underwriting, Claim, Legal Liability, Employment Practices..., Insurance, Litigation Management, Property & Casualty..., Analysis

Education
Eckerd College   2004 — 2008
BA, Business Management

Experience
Wells Fargo Insurance Services   2005 - 2012

Education
Colorado Technical University
Bachelor's degree, Business Administration and Management, General

Experience
Wells Fargo Insurance Services   April 2015 - Present
Falcon West Insurance Brokers   October 2014 - April 2015
Christensen Group Insurance   September 2013 - August 2014
Liberty Mutual Insurance  October 2012 - September 2013
Northern Capital Insurance Group   January 2011 - November 2012

Skills
Customer Service, Sales, Microsoft Excel, Term Life Insurance, Microsoft Office, Home & Auto Insurance, Life Insurance, Risk Management, Business Development, Data Entry, Employee Benefits, Financial Analysis, Fixed Annuities, Licensed Property, Licensed Life Insurance..., Marketing Communications, New Business Development, Casualty, Casualty Insurance

Education
Concordia University-St. Paul   2010 — 2011
Bachelor's Degree, Business Marketing

Concordia University-Wisconsin   2007 — 2010
Business, Management, Marketing, and Related Support Services

Osseo Sr. High   2004 — 2007
High School

Experience
The Hartman Agency   February 2013 - Present
State Farm  September 2011 - January 2013
PointSure Insurance - Distributing new   July 2010 - November 2010
Wells Fargo Insurance Services   April 2010 - June 2010
Aerotek Professional Services  2010 - 2010
Conway-Jackson, Inc   July 2007 - March 2009
Caledonian Insurance Group, Inc   May 2004 - July 2007
UCA General Insurance Company   February 2003 - May 2004
Lovsted Worthington Insurance  2004 - 2004
Safeco Insurance Company  July 1991 - February 2003

Skills
Brokers, Training, Management, Reinsurance, Invoicing

Education
Everett Community College   2008 — 2010
Diploma, Medical Coding

Spokane Community College   1981 — 1983
Associates Degree

Experience
Wells Fargo Insurance Services  

Skills
Property & Casualty..., Risk Management, Underwriting, Insurance, Commercial Insurance, Professional Liability, Brokers, Marketing, Mergers & Acquisitions, Workers Compensation, Financial Analysis, Liability, Casualty, Legal Liability, Portfolio Management

Education
DePauw University   1981 — 1985

Experience
Compassion International  May 2014 - Present
GE Johnson Construction  January 2013 - May 2014
Accountemps  August 2011 - June 2013
Wells Fargo Insurance Services   August 2011 - February 2013
ImagineInk Printing, LLC   August 2007 - June 2012
Builders Custom Counter   May 2006 - March 2009
TCF Bank  2004 - 2006

Skills
General Ledger, Account Reconciliation, Journal Entries, Process Improvement, Accounts Receivable, Customer Service, Microsoft Office, QuickBooks, Year-end Close, Financial Reporting, Pivot Tables, Oracle Applications, Advanced Microsoft Excel, Advanced Visual Basic..., Accounting Research, IrisWeb/EagleWeb, Nexsure, Essbase, MS Excel Pivot Tables, Visual Basic, Accounts Payable, Payroll, Special Risks, Surplus Lines, Velocity, The Agency Manager (TAM), Solomon, Saggita, Vision, AFW (Accounting for..., Infinity, Oracle SQL, Operational Efficiency, Customer Satisfaction, Account Management, Intellimatch, BenefitPoint, MS Excel Template..., User Specific Macro..., Sales & Use Tax..., Month End Close, Organizational Change, EMT/Paramedic, Wedding Photography, Family Photography, Kitchen & Bath Remodel, Custom Furniture, Finish Carpentry, Financial Accounting, Balance

Education
Colorado Technical University   2009 — 2011
Bachelor of Science (B.S.), Accounting

Mitchell High School

Experience
Goldman Sachs Asset Management  March 2012 - Present
John Hancock Retirement Plan Services  September 2010 - March 2012
TSYS  June 2008 - July 2010
Aflac  February 2004 - June 2008
Wells Fargo Insurance Services   October 2006 - April 2007

Education
Eastern Illinois University   1999 — 2004
Bachelor of Arts, English (Minor: Business Administration)

Experience
Allstate Dealer Services  June 2014 - Present
Ivantage Select Agency   January 2012 - Present
Allstate Financial  February 2010 - January 2012
Allstate  March 2009 - March 2010
AIX Group  July 2005 - March 2009
Wells Fargo Insurance Services   July 2003 - July 2005
Chubb  January 2002 - June 2003
Swiss Re  June 1995 - January 2002

Education
Columbia University - Columbia Business School   2000 — 2002
MBA, Finance and Strategy

Macalester College   1985 — 1989
BA, Communications

Experience
CareHere LLC  August 2015 - Present
Wells Fargo Insurance Services   November 2014 - June 2015
Wells Fargo Insurance Services   November 2013 - November 2014
Everest College Portland   October 2012 - November 2013
Everest Institute Tigard   May 2012 - October 2012
Albany Eye Care   January 2012 - April 2012
State of Wyoming  May 2011 - October 2011
Saratoga Resort   2008 - 2010
Valley Foods & Liquor   2006 - 2008

Skills
Customer Service, Insurance, Microsoft Office, Public Speaking, Employee Benefits, Training, Health Insurance, Research, Time Management, Leadership, Microsoft Excel, Strategic Planning, Outlook, Higher Education, PowerPoint, Microsoft Word, Event Planning, Data Entry, Data Analysis, Social Media, Office Administration, Administrative..., Teamwork, Fundraising, Team Building, CRM

Education
Colorado Technical University-Online   2011 — 2014
Bachelor of Science in Business Administration, Human Resources Management/Personnel Administration, General, Graduate

University of Wyoming   2010 — 2011
None, Secondary Education and Teaching

Western Wyoming Community College   2008 — 2010
No, Pre-Nursing Studies

Saratoga High School

Experience
State of North Carolina - Department of State Treasurer   August 2012 - Present
Wells Fargo Insurance Services   April 2006 - August 2012

Skills
Banking, Financial Analysis, Portfolio Management, Investments, Retail Banking, Commercial Banking, Risk Management, Corporate Finance, Wealth Management, Finance, Strategic Financial..., Financial Services, Cash Management, Investment Banking, Payments, Anti Money Laundering, Management, Accounting

Education
East Carolina University   2015 — 2016
Certification, Health Informatics

University of North Carolina at Pembroke   2013 — 2014
Bachelor of Arts (B.A.), Sociology

University of North Carolina at Pembroke   2013 — 2014
Master of Arts (M.A.), Organizational Sociology

Experience
UnitedHealth Group  September 2015 - Present
Ditech Financial LLC  September 2012 - September 2015
Wells Fargo Insurance Services   2012 - 2012
Trautman International, LLC   2009 - 2012
AAdvisors   2009 - 2009
China Minsheng Banking Corp.ltd  2007 - 2007

Skills
Matlab, VBA, Access, Microsoft Excel, C#, C++, R, SAS, ACT!, SAP, Microsoft SQL Server, Quantitative Analytics, Analysis, Data Analysis, Financial Modeling, Portfolio Management, Finance, Financial Analysis, Financial Markets, Derivatives, Quantitative Finance, Investments, Bloomberg, SQL

Education
University of Minnesota-Twin Cities   2008 — 2010
M.S, Financial Mathematics

Shanghai Donghua University   2004 — 2008
B.S, Applied Mathematics

Experience
Tri-County Insurance Agency   August 2015 - Present
USI Insurance Services  May 2014 - July 2015
Wells Fargo Insurance Services   October 1995 - May 2014
AAA Minnesota Iowa Auto Assn   April 1976 - October 1995

Skills
Commercial Insurance, Customer Service, Underwriting, Account Management, Marketing, Liability, Professional Liability, Property & Casualty..., Claims Management, Surety Bonds, Casualty Insurance

Education
The National Alliance for Insurance Education & Research   1997 — 1997
CISR

Dakota County Technical College   1975 — 1976
Travel

Hastings High School

Experience
Anthem  January 2014 - Present
BenefitMall  February 2012 - January 2014
Wells Fargo Insurance Services   June 2010 - February 2012
Humana  March 2005 - June 2010
Mountain Medical Affiliates   July 1997 - March 2005

Skills
Health Insurance, Employee Benefits, Brokers, Sales, Account Management, Health Savings Accounts, Disability Insurance, Flexible Spending..., Dental Insurance, Vision Insurance, Employee Wellness, Healthcare, Life Insurance, Underwriting, Term Life Insurance, Insurance, Managed Care, Claim, Small Business, Medicare, Group Medical, Long-term Care, Health Care Reform, Self-funded, Benefits Administration, Voluntary Employee..., 401k, Group Insurance, Open Enrollment, HMO, Cafeteria Plans

Education
University of Denver - Daniels College of Business   1998 — 2000
Certification in Advanced Computer Programming, Information Technology

Colorado State University-Pueblo   1993 — 1995
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist

Pima Community College   1991 — 1993
Associate of Arts (AA)

University of Arizona   1990 — 1991

Experience
Citi  May 2013 - Present
Wells Fargo Insurance Services   May 2012 - August 2012
Bob Evans  January 2010 - August 2010
Disneyland  November 2007 - January 2008

Skills
Capital Markets, Financial Modeling, Derivatives, Valuation, Investment Banking, Equities, Financial Analysis, Corporate Finance, Risk Management, Fixed Income, Trading, Portfolio Management, Banking, Business Analysis, Business Strategy, Financial Markets, Investments, Due Diligence, Private Equity, Management Consulting, Securities

Education
University of South Carolina - The Moore School of Business   2012 — 2013
Master of Business Administration (MBA), International Finance

Emory University   2008 — 2012
Bachelor of Arts (B.A.), Music and Theater Studies

Experience
Wells Fargo Advisors  July 2013 - Present
Wells Fargo Advisors  June 2009 - July 2013
Wells Fargo Insurance Services   September 2007 - June 2009
Unitrin Specialty  2002 - 2007

Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Risk Management, Financial Reporting, Banking, Insurance, Accounting, Series 7, Portfolio Management, Finance, Wealth Management

Education
DePaul University
Bachelor of Science (BS), Accounting

Experience
Wells Fargo Insurance Services   August 2013 - May 2015
CRM Consulting   February 2012 - October 2013
Doodson Broking Group   October 2010 - January 2013
Independent Insurance Group  2000 - 2005
Wm. George   1996 - 1998
Holmes Murphy & Associates  1987 - 1992

Skills
General Insurance, Commercial Insurance, Insurance, Liability, Property & Casualty..., Commercial Lines, Life Insurance, Workers Compensation, Employee Benefits, Inland Marine, Employment Practices..., Captives, Litigation Management, Claims Management, Reinsurance, Liability Analysis, Underwriting, Risk Management, Health Insurance, Medicare, D&O, Insurance Brokerage, New Business Development, Claim, Professional Liability, Financial Risk, Claims Resolution, Licensed Property &..., Umbrella Insurance, Legal Liability, CPCU, Indemnity, Excess, Brokers, Claim Investigation, Risk Assessment, Casualty, Risk Analysis, Directors & Officers..., Subrogation, Accident, Construction Insurance, Claims Handling, Property Claims, Risk Financing, Excess, Risk Management..., Surety Bonds, Term Life Insurance

Education
University of Phoenix   2011 — 2014
Accelerated Bachelor's-Master's Program, Human Services/Leadership Management

Axia College and University of Phoenix   2008 — 2013
Associate of Arts (A.A.); Bachelor of Science, Business Management; Human Services/Leadership Management

Dallas County Community College   1985 — 1987
Child Development Associates, Early Childhood Development

Experience
Seeking Employment  March 2012 - Present
U.S. Bank   March 2012 - Present
Ameriprise Financial Services, Inc.   March 2011 - October 2011
Wells Fargo Insurance Services   May 2009 - December 2010
Cargill  June 2008 - January 2009
ECOLAB  2006 - 2007
American Express  2003 - 2005
American Express  1998 - 2003

Education
Concordia University-St. Paul   1984 — 1987
Bachelor of Science, Mathematics / Education

Experience
Wells Fargo Insurance Services   March 2000 - Present
LUA  1998 - 2000
LUA  1997 - 1998

Skills
Insurance, Brokers, Commercial Insurance, Risk Management, Property & Casualty..., Workers Compensation, Professional Liability, Commercial Lines, Casualty

Education
East Carolina University   1990 — 1995
Bachelor of Science (BS), Environmental Health & Safety

Experience
BB&T Insurance Services  April 2014 - Present
Wells Fargo Insurance Services   January 2011 - March 2014
Harleysville Insurance  April 2009 - January 2011
Hartford Financial Services Group  July 2006 - March 2009
Wells Fargo Financial  October 2005 - July 2006

Skills
Underwriting, Sales, Marketing, Real Estate, Property & Casualty..., Insurance, Leadership, Commercial Insurance, Legal Liability, Project Management, Risk Management, Credit, Microsoft Excel, General Insurance, Customer Service, Financial Risk, Strategic Planning

Education
Davidson College   2000 — 2004
BA, English

Experience
CNA Insurance  November 2010 - Present
ACE USA  2005 - 2010
Wells Fargo Insurance Services   2003 - 2005
AIG  1998 - 2001

Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Liability, Risk Management, Employment Practices..., Workers Compensation, Casualty, D&O, Legal Liability, Excess, Brokers, Commercial Lines, Claims Management, Claim, General Insurance, Financial Risk, Mergers, Enterprise Risk..., Mergers & Acquisitions, Inland Marine, Litigation Management, Reinsurance

Education
Davidson College   1988 — 1992
BA, History

Woodberry Forest School   1985 — 1988

Westminster   1975 — 1985

Experience
Wells Fargo Insurance Services   January 2008 - Present
Wells Fargo Insurance Services   April 2005 - January 2008
Marsh  January 1998 - April 2005
Aon  June 1996 - January 1998
Federated Mutual Insurance Company  November 1994 - June 1996
Federated Mutual Insurance Company  November 1993 - November 1994

Skills
Investments, Financial Analysis, Insurance, Marketing, Underwriting, New Business Development, Employee Benefits, Risk Management, Financial Modeling, Health Insurance, Mergers, Strategic Planning, Series 7

Education
Cornell University   1988 — 1992
Bachelor of Science (B.S.), Finance and Financial Management Services

Beaver Falls High School   1984 — 1988

Experience
Wells Fargo Insurance Services   1997 - Present
Johnson & Higgins  1995 - 1997
NWNL  1983 - 1995

Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Disability Insurance, Leadership, Sales, Negotiation, Human Resources, Dentistry, Mergers & Acquisitions, Strategy, Risk Management, Strategic Planning, Management, Team Building

Education
Duke University   1978 — 1982
BA, Chemistry and Economics

Experience
Wells Fargo Insurance Services   August 2006 - Present
Wells Fargo Insurance Services   January 2011 - April 2012
Wells Fargo Insurance Services   October 2010 - January 2011
Wells Fargo Insurance Services   August 2006 - October 2010
Charlotte Insurance  May 2005 - August 2006

Skills
Sales, Commercial Insurance, Marketing, Property & Casualty..., Insurance, Vendor Management, Spanish-speaking, Customer Service, International, Brokers, Professional Liability, Account Management, Employment Practices..., Insurance Brokerage, D&O, Casualty, Commercial Lines

Education
East Carolina University   2000 — 2004
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication

Universitat de Barcelona   2004 — 2004
Language and Culture Certification

Experience
Wells Fargo Insurance Services   December 2014 - Present
Willis  February 2013 - October 2014
Willis  July 2007 - January 2013
Marsh  1991 - 2007
Alexander & Alexander, Inc   1981 - 1991
Continental Insurance Company  1978 - 1981

Skills
Insurance, General Insurance, Health Insurance, Captives, Professional Liability, Casualty, D&O, Disability Insurance, Employment Practices..., Directors & Officers..., Risk Management, Liability, Brokers, Legal Liability, Reinsurance, Underwriting, Excess, Property & Casualty...

Education
Dickinson College   1974 — 1978
BA, History

Experience
The Hartford  December 2013 - Present
Hale Holden Consulting LLC   August 2011 - Present
Jenkins Insurance Group (A Leavitt Group Affiliate)   May 2012 - December 2012
Wells Fargo Insurance Services   July 2008 - August 2011
Willis Insurance Services  May 2005 - July 2008
ACE USA  October 2003 - May 2005
Discover Re Managers   April 1995 - October 2003
Aon  1986 - 1995
General Reinsurance Corporation  1979 - 1986

Skills
Risk Management, Casualty, Professional Liability, Underwriting, General Liability, Property & Casualty..., Legal Liability, Commercial Insurance, Employment Practices..., Insurance, Workers Compensation, Reinsurance, Brokers, Liability, D&O, Claims Management, Claim, Commercial Lines, General Insurance

Education
Denison University   1975 — 1979
BA, Economics/Political Science

Experience
Old National Insurance  April 2014 - Present
Wells Fargo Insurance Services   May 2007 - April 2014
Aon  August 1998 - February 2000
Ford Motor Company  March 1993 - July 1997

Skills
Professional Liability, Property & Casualty..., Employee Benefits, Term Life Insurance, Risk Management, Commercial Insurance, Account Management, Liability, Workers Compensation, Investments, Brokerage, Insurance, Brokers, Casualty, Casualty Insurance, Sales, Strategic Planning

Education
Webster University MBA   1995 — 1996
MBA, Business Management

Eastern Kentucky University   1984 — 1989
BS, Business Administration

Ballard High School   1981 — 1984
Bachelor's degree

Experience
Sterling Risk Advisors, Inc.   August 2015 - Present
Wells Fargo Insurance Services   November 2012 - August 2015
Navarra Insurance Associates, Inc.   2002 - 2015
Meyer & Eckenrode Insurance Group   1997 - 2002

Skills
Commercial Insurance, Property & Casualty..., Brokers, Underwriting, Workers Compensation, Umbrella Insurance, Professional Liability, Health Insurance, Life Insurance

Education
Dekalb Community College   1982 — 1984
Business Administration and Management, General

Experience
Southern Colorado Association of Health Underwriters   July 2012 - Present
Benefit Solutions,Inc.   November 2008 - Present
Effective Choices, Inc.   November 2005 - December 2008
Wells Fargo Insurance Services   October 2002 - October 2005
Daniel T. Nowels, Inc. dba Benefit Solutions   January 1989 - October 2002

Skills
Insurance, Sales Management, New Business Development, Healthcare, Product Management, Negotiation, Brokers, Disability Insurance, Leadership

Education
El Camino College   1976 — 1977
Computer Science

Hanover High School   1966 — 1969
High School Degree

Experience
Wells Fargo Insurance Services   2011 - 2011

Education
East Tennessee State University   2006 — 2009
Master of Public Health, Health Services Administration

East Tennessee State University   1999 — 2005
Bachelor of Science, Nursing and Public Health

Experience
Aon Risk Solutions  June 2015 - Present
USI Insurance Services  April 2014 - May 2015
Wells Fargo Insurance Services   September 2007 - April 2014
Benefit Source Inc.  April 2004 - September 2007
Activa Benefit Services   March 2003 - April 2004
Benefit Source Inc.  May 1996 - March 2003

Skills
Employee Benefits, Insurance, Public Speaking, Marketing, Claim, Brokers, Life Insurance, Benefits Administration, Disability Insurance, Health Savings Accounts, Health Insurance, Customer Service, Account Management, COBRA, Retirement, Strategic Planning

Education
Davenport University

Experience
VC Interactive   October 2013 - Present
Global Refuge International   January 2013 - October 2013
Wells Fargo Insurance Services   June 2009 - December 2012
Mapmart   January 2005 - December 2008
Redstone Capital Partners   January 1999 - January 2005

Skills
Commercial Banking, Underwriting, Sales Management, Team Building, Refinance, Cold Calling, Strategic Partnerships, Alternative Investments, Marketing Strategy, Credit Analysis, Asset Managment, Small Business Lending, Mutual Funds, Financial Analysis, Salesforce.com, Business Relationship..., Due Diligence, Lead Generation, Risk Management, Retirement Planning, Asset Management, Start-ups, Contract Negotiation, Negotiation, Leadership, Nonprofits, Fundraising, Team Leadership, Executive Management, Account Management, Business Development, Sales

Education
Colorado State University
BA, Psychology

George Washington High School

Experience
USI Insurance Services  May 2014 - Present
Wells Fargo Insurance Services   1998 - April 2014
Harris & Harris of Kentucky, Inc.   1975 - 1998

Skills
Risk Management, Insurance, Property & Casualty..., Financial Risk, General Insurance, Strategic Planning, Underwriting, Organizational..., Team Building, Financial Analysis, Public Speaking, Sales, Non-profits, New Business Development, Sales Management, Customer Service, Program Development, Management, Leadership

Education
Eastern Kentucky University   1971 — 1976
MAE, Counseling

Transylvania University   1964 — 1968
BA, History - Education

USF&G School of Insurance   1977 — 1977
Insurance

Travelers Property & Liability School   1976 — 1977
Insurance

Experience
Development Bank of the Philippines  February 2015 - Present
Wells Fargo Insurance Services   October 2006 - September 2014
Corporate Express  1998 - 2006
Orion Industries  1997 - 1998
Deloitte & Touche  1994 - 1997

Skills
Sales, Budgets, Human Resources, Financial Analysis, Risk Management, Cash Management, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Finance, Financial Reporting, Accounting, Forecasting, Management, Process Improvement, Business Analysis

Education
York University   1990 — 1994
Bachelor of Business Administration (BBA), Accounting

De La Salle University   1989 — 1990

Experience
Wells Fargo Insurance Services  

Skills
Leadership, Property & Casualty..., Risk Management, Insurance, Business Planning, Underwriting, Marketing, Commercial Lines, Customer Service, Private Equity, Commercial Insurance, Investments, Strategic Planning, Hedge Funds, Contract Negotiation, Mergers & Acquisitions, Project Management

Education
Dickinson College

Experience
Fitzsimons Credit Union  August 2014 - Present
DASCO  August 2012 - August 2014
Wells Fargo Insurance Services   January 2011 - August 2012
Enterprise Rent-A-Car  May 2009 - October 2010

Skills
Microsoft Excel, GAAP, Databases, Outlook, Accounts Payable, Account Reconciliation, Income Statement, Data Analysis, Data Entry, Journal Entries, Balance Sheet, Financial Statements, General Ledger, Bank Reconciliation, Accounting

Education
Colorado State University-Pueblo   2005 — 2009
•Bachelor of Science in Administration, Accounting Major, 3.3

Experience
Servco Pacific Insurance  October 2010 - Present
Wells Fargo Insurance Services   January 2008 - October 2010
ABD Insurance and Financial Services  June 2003 - January 2008
Sullivan & Curtis of Washington, LLC   January 1994 - June 2003

Skills
Claims Management, Claims Investigations, Marine Insurance, Commercial Insurance, Inland Marine, Property & Casualty..., Claim, Liability, Casualty, Insurance, Underwriting, Commercial Lines, Legal Liability, Maritime, Personal Injury, Risk Management, Shipping, Reinsurance, Litigation Management, Workers Compensation, Arbitration, Professional Liability, Employee Benefits, Transportation, Casualty Insurance

Education
Miami University   1975 — 1978
B.S., Education

Denison University   1973 — 1975

Finneytown HS

Experience
Wells Fargo Insurance Services   Responsible for developing and implementing insurance and risk management programs to a commercial clientele base. Charged with assisting clients in helping them achieve strategic and financial goals.$

Skills
Underwriting, Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Professional Liability, Financial Analysis, Liability, Casualty, Strategic Planning, Excess, Brokers, Legal Liability, Employee Benefits

Education
The Institutes   2015 — 2015
Associate in Surplus Lines Insurance

The Institutes
Associate in Risk Management, Insurance

The American College
Chartered Life Underwriter, Insurance

The Institutes
Chartered Property Casualty Underwriter, Insurance

Boston University
Master of Science in Insurance Management, Business

Duquesne University
Bachelor of Science Business Administration, Accounting

Experience
Wells Fargo Insurance Services   April 2012 - Present
1Netsystems   November 2010 - May 2011

Education
Intelitec College   2011 — 2012
Computer and network systems tech.

Colorado State University-Pueblo   2008 — 2010

Experience
Wells Fargo Insurance Services   June 2011 - Present
IMA  June 2001 - June 2011

Education
Colorado State University   1993 — 1998
Speech Communication, Rhetoric and Argumentation, 3.0

Experience
Wells Fargo Insurance Services   January 1973 - Present

Education
Eastern Illinois University   1971 — 1973
BS in Marketing, Business/Commerce, General, Bachelors

Experience
Air Force Global Strike Command  December 2014 - Present
Wells Fargo Insurance Services   May 2010 - Present
HCL Technologies  April 2014 - October 2014
Fidelity Investments  February 2009 - May 2010

Skills
Insurance, Financial Markets, Business Analysis, Public Speaking, Analysis, Process Improvement, Leadership, Employee Benefits, Management, Visio, CRM, PowerPoint, Microsoft Office, Financial Services, Property, Umbrella Insurance

Education
Winston-Salem State University   2011 — 2013
Bachelor of Business Administration (BBA), Management Information Systems, General

Duke University   2002 — 2004

Experience
Strategic Employee Benefit Services  September 2013 - Present
Neace Lukens  July 2006 - July 2012
Wells Fargo Insurance Services   August 2004 - July 2006

Skills
Customer Service, Account Management, Insurance, Employee Benefits, Health Insurance, Disability Insurance, Term Life Insurance, Public Speaking, Team Building, Life Insurance

Education
Northern Kentucky University   1993 — 1996
Bachelor of Arts (B.A.), Radio and Television

Cumberland College   1990 — 1993

Experience
LocalShops1   2014 - 2015
LocalShops1   2014 - 2015
Florida Hospital Zephyrhills  February 2014 - August 2014
WellCare Health Plans  October 2013 - January 2014
South Georgia Medical Center  2012 - 2013
Wells Fargo Insurance Services   February 2011 - August 2011
BankEast  August 2009 - June 2010
SunTrust Bank  May 2007 - June 2008
Bristol Surgery Center   January 2008 - May 2008
East Tennessee State University  August 2006 - May 2007

Skills
Windows & Mac operating..., Medical Terminology, Medical Coding, Medical Billing, EMR, 5S, Kaizen, Pharmacology, Pathophysiology, Nursing Education, Human Anatomy, Human Physiology, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, WordPress, Event Planning, Physician Relations, Medical Staff..., Robert's Rules of Order

Education
East Tennessee State University   2006 — 2009
Master of Public Health (MPH), Health Services Administration

East Tennessee State University   1999 — 2005
Bachelor of Science (B.S.), Nursing Education & Public Health

Kohler High School   1995 — 1999
High School