Wells Fargo Insurance Services
Wells Fargo Insurance Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Insurance Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,994 Wells Fargo Insurance Services employees in database. Find out everything there's to know about Wells Fargo Insurance Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Insurance Services Employees
MVB Insurance June 2013 - Present
Wells Fargo Insurance Services January 2001 - May 2013
Acordia of West Virginia September 1990 - January 2001
McDonough Caperton Insurance Group June 1977 - September 1990
Skills
Management, Customer Service, Leadership, Sales, Insurance, Property & Casualty...
Education
Fairmont State University
Bachelor of Science, Business Administration
Wells Fargo Insurance Services August 2007 - Present
Lockton Companies, LLC July 2005 - August 2007
ABD Insurance and Financial Services 2000 - 2005
Hilb Rogal & Hobbs July 2003 - July 2004
Sedgwick 1992 - 1997
Skills
Underwriting, D&O, Employment Practices..., Professional Liability, Insurance, Liability, Brokers, Property & Casualty..., Commercial Insurance, Commercial Lines, Legal Liability, Leadership, Casualty, Financial Services, Excess
Education
Georgia State University 1989 — 1994
bba
Mercer University 1987 — 1988
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2007 - 2012
abd Insurance and Financial Services 2000 - 2007
Humana 1999 - 2000
CIGNA 1995 - 1998
CIGNA 1992 - 1995
CIGNA 1990 - 1992
Equicor 1989 - 1990
The Equitable 1985 - 1988
The Equitable 1982 - 1985
Skills
Employee Benefits, Health Insurance, Insurance, Executive Management, Health Savings Accounts, National Accounts, Disability Insurance, Brokers, Life Insurance, Sales, Account Management, Benefits Administration, Leadership, Strategic Planning, Underwriting
Education
Gettysburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Insurance Services March 2014 - Present
ESIS Claims August 2011 - March 2014
TGI Fridays February 2009 - July 2011
Childcare of Southwest Florida September 2010 - April 2011
Skills
Property & Casualty..., Insurance, Claims Management, Claim, Liability, Sales, Customer Service, Underwriting, Health Insurance, Marketing, Risk Management, Employee Benefits, Disability Insurance, Commercial Insurance, Event Planning
Education
Florida Gulf Coast University 2007 — 2011
Bachelors of Science, Marketing/Advertising
J.W. Mitchell High 2004 — 2007
Wellness Corporate Solutions, LLC National Health Strategies ConsultantWellness Corporate Solutions, LLCJuly 2015 - Present
Wells Fargo Insurance Services October 2014 - June 2015
Carolinas Healthcare System April 2014 - October 2014
Hays Companies June 2013 - April 2014
Primary PhysicianCare May 2009 - June 2013
Carolinas Healthcare System May 2007 - May 2009
Skills
Wellness, Wellness Coaching, Personal Training, Nutrition, Health Promotion, Exercise Physiology, Disease Management, Corporations, Health Education, Healthcare, Fitness, Employee Wellness, Public Health, Managed Care, Prevention, Leadership
Education
Wake Forest University 2005 — 2007
M.S., Exercise Science
Furman University 2001 — 2005
B.A., Health and Exercise Science
Wells Fargo Insurance Services January 2012 - Present
Marsh August 2007 - December 2011
Beecher Carlson November 2004 - August 2007
Skills
Risk Management, Underwriting, Liability, Employee Benefits, Health Insurance, Property & Casualty..., General Insurance, Insurance, Sales, Professional Liability, Claims Management, Account Management, Casualty, Legal Liability, Commercial Insurance, Brokers, New Business Development, Workers Compensation, Claim, Leadership, Umbrella Insurance, D&O, Reinsurance, Employment Practices..., Financial Risk, Contract Negotiation, Strategic Planning
Education
Florida State University
BS, Psychology
Wells Fargo Insurance Services September 2015 - Present
MBA Finance (December 2015) May 2012 - Present
PTAG - Property Tax Alliance Group - Florida June 2015 - August 2015
Palm Beach County School District August 2007 - August 2015
Protection Engineering System January 2004 - March 2006
Skills
Customer Service, Management, Public Speaking, Sales, Mathematics, Mathematics Education, Secondary Education, Microsoft Office, Strategic Planning, Finance, Marketing, Sales Operations, People Skills, Teamwork, Team Management, Mathematical Analysis, Mathematical Economics, Valuation, Forecasting, Business Strategy, Business Analysis, Teaching, Business Valuation, Investment Management, Risk Management, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Property Tax, Account Management
Education
Florida Atlantic University 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Florida Atlantic University 2004 — 2007
Bachelor of Science (B.S.), Mathematics, 3.6
IMA Financial Group, Inc. January 2015 - Present
Wells Fargo Insurance Services December 2013 - January 2015
Willis June 2005 - December 2013
CoBiz Financial Inc. May 1994 - June 2005
Skills
Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Liability, Professional Liability, Insurance, Legal Liability, Brokers, Workers Compensation, General Insurance, Risk Management, Employment Practices..., Umbrella Insurance, Claim, D&O, Reinsurance, Claims Management, Employee Benefits
Education
Fairfield University 1971 — 1975
BA, Sociology
New Wave Benefits llc January 2010 - December 2014
Wells Fargo Insurance Services April 2008 - January 2010
NLI America August 2002 - August 2007
Empire Blue Cross and Blue Shield March 1992 - April 2002
Lincoln Financial Group January 1989 - February 1991
Skills
Sales, Marketing Strategy, Leadership, Selling, Insurance, Employee Benefits, Business Development, Small Business, Sales Management, Negotiation, Health Insurance, Contract Negotiation, Marketing, Group Insurance, Whole Life, Budgets, Recruiting, Critical Illness, Operations Management, Voluntary Employee..., Group Medical, Health Care Reform, Leadership Development, Disability Insurance
Education
University of Pennsylvania - The Wharton School
Executive Education, Wharton Business School Of Executive Education
Florida Atlantic University
B.S., Education-Business
Arthur J. Gallagher & Co. September 2015 - Present
Wells Fargo Insurance Services October 2009 - September 2015
Willis September 2007 - April 2009
Willis December 2004 - September 2007
Marsh March 2004 - December 2004
Skills
Risk Management, Program Management, Commercial Insurance, Leadership, Insurance, Property & Casualty..., Management, Health Insurance, Casualty, General Insurance, Underwriting, Professional Liability, Analysis, Reinsurance, Financial Risk, Executive Management, Financial Services, Life Insurance, Liability, Auditing, Workers Compensation, Business Development, Contract Management, Brokers, Legal Liability, Claim
Education
Georgia Southern University 1993 — 1996
Bachelors, Mathematics
Albany High School 1990 — 1993
Wells Fargo Insurance Services May 2006 - Present
Wachovia Insurance Services May 2002 - May 2006
Skills
CPCU, CIC, CRM, Strategic Planning, Property & Casualty..., Licensed Property &..., Leadership, Risk Management, Liability, Casualty Insurance, Life Insurance, Commercial Insurance, Insurance
Education
Florida State University 1998 — 2001
Bachelor of Science (BS), Risk Management/Insurance and Finance
Grow Financial Federal Credit Union July 2013 - June 2015
Aflac April 2011 - February 2013
Wells Fargo Insurance Services December 2007 - December 2010
Humana, Inc. June 2004 - December 2007
GSK May 2002 - December 2002
Skills
Negotiation, PowerPoint, Microsoft Excel, Access, Microsoft Word, Time Management, Insurance, Health Insurance, Medicare, Employee Benefits, Managed Care, Disability Insurance, Account Management, Benefits Administration, Term Life Insurance, Life Insurance, Sales, Small Business, Leadership, Management, Selling, Strategic Planning, Workers Compensation
Education
Florida Agricultural and Mechanical University 1998 — 2003
BS, MBA, Business Administration
Adkins Household February 2015 - Present
Seacrest Partners, Inc. February 2010 - February 2015
Willis November 2006 - January 2010
Wells Fargo Insurance Services 2005 - 2006
Skills
Insurance, Brokers, Health Insurance, Employee Benefits, Disability Insurance, Underwriting, Term Life Insurance, Benefits Administration, Health Savings Accounts, Critical Illness, Health Care Reform, Accident, Group Insurance, Reinsurance, Claim, HIPAA, Life Insurance, Small Business, Insurance Brokerage, Open Enrollment, Pharmacy Benefit..., Self-funded, Group Medical, Sales Presentations, HRIS, Customer Service, Long-term Care, General Insurance
Education
Savannah State University
BBA, Marketing
Georgia State University
Course Study - Computer Information Systems, Computer Information Systems Course Study
National Assocation of Health Underwriters
Certified Self-Funding Professional
Designation from ISCEBS
Group Benefits Associate, Group Benefits Associate (GBA)
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services February 2013 - March 2014
Technical Sales International November 2012 - February 2013
Serrano Country Club July 2006 - December 2012
El Dorado Hills Sports Club April 2004 - June 2007
Skills
Restaurants, Restaurant Management, Menu Development, Customer Service, Microsoft Office, Microsoft Excel, QuickBooks, Microsoft Word, TIPS Certified, Open Table, Serve Safe Certified, Guest Service Management, ServSafe, Banquet Operations, Guests, Time Management, Accounts Receivable, Accounts Payable, Account Reconciliation, Spreadsheets, Finance, Account Management, Telephone Skills, Property, Pivot Tables, Insurance, Invoicing, Customer-focused Service, Golf, Auditing, Invoice Processing, Commercial Lines, Casualty, Professional Liability, Umbrella Insurance, Liability, Client Relations Skills, Positive Team Player, Excess, Commercial Insurance, Manage Client..., Organization, Motivated self-starter, Inland Marine, Highly detail oriented, Employment Practices..., Dependable Team Player, Customer Service..., Business, D
Education
California State University-Sacramento 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Risk Management & Insurance
Folsom Lake College 2006 — 2009
Associate's degree, Pre-Business
The ABD Team August 2012 - Present
Wells Fargo Insurance Services October 2007 - August 2012
abd Insurance & Financial Services 1994 - 2007
Skills
Strategic Planning, E&O, Customer Retention, Contract Negotiation, Fiduciary, New Business Development, Risk Management, Underwriting, Workers Compensation, Casualty Insurance, General Insurance
Education
Golden Gate University
BA, Business Administration
Wells Fargo Insurance Services December 2007 - Present
Core Pursuit, Inc. May 2000 - December 2007
INSUREtrust October 1999 - April 2000
Willis September 1997 - September 1999
ABD Insurance (Previously Minet and COMPRO) May 1991 - August 1997
Tillinghast, a Towers Perrin Company January 1988 - April 1991
Chubb Insurance July 1985 - November 1987
Skills
Professional Liability, Underwriting, Property & Casualty..., Casualty, Employment Practices..., Commercial Insurance, D&O, Liability, Brokers, Workers Compensation, Legal Liability, Reinsurance, Insurance, Commercial Lines, Excess, Claim, Umbrella Insurance, General Insurance, Risk Management, Enterprise Risk..., Health Insurance, Claims Management, Financial Risk, Fiduciary
Education
Golden Gate University 1998 — 2001
MBA, Business
Whitman College 1981 — 1985
B.A., Psychology
TrueNorth Companies 2013 - Present
Rutherfoord a Marsh & McLennan, LLC Company 2008 - 2013
Manry Rawls Corporation 2003 - 2008
Wells Fargo Insurance Services 1998 - 2003
Lenz & Associates 1994 - 1999
St. Paul Travelers 1990 - 1994
United States Army Reserve 1988 - 1990
United States Army 1986 - 1988
Skills
Real Estate Development, Maritime, Commercial Insurance, Captives, Risk Financing, Risk Assessment, Finance, Contract Negotiation, Contract Management, Strategic Partnerships, Strategic Leadership, Team Facilitation, Creative Solutions, Operational Risk..., Risk Management, Transportation, Logistics, Warehousing, Due Diligence, Strategy, Operations Management, Management
Education
Ferris State University 1984 — 1990
B.S., Finance
Insurance Institute of America
Insurance & Risk Management
Motor Carrier Insurance Education Foundation
Insurance & Risk Management
National Alliance Insurance Education & Research
Insurance & Risk Management
Willis April 2014 - Present
Marsh & McLennan Companies, Inc. March 2011 - April 2014
Wells Fargo Insurance Services April 2008 - March 2011
Hilb Rogal & Hobbs September 1998 - April 2008
Skills
Insurance, Property & Casualty..., Casualty Insurance, Casualty, Commercial Insurance, Liability, General Liability, Workers Compensation, Umbrella Insurance, Risk Assessment, Risk Management, Negotiation, Risk Analytics, Professional Liability, Underwriting, Strategy, Management, Business Analysis, Customer Service, Legal Liability, Team Building, Excel, Financial Analysis, Microsoft Excel, Contract Negotiation, Business Management, Mentoring, Marketing Strategy, Analytics, Team Leadership, Microsoft Office
Education
Georgia State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.4 GPA
The Ohio State University 1995 — 1998
B.A., Magna cum Laude, Political Science, Economics
Wells Fargo Insurance Services February 2015 - Present
Wells Fargo Insurance Services February 2013 - February 2015
Travel Incorporated April 2012 - February 2013
Travel Incorporated August 2010 - April 2012
Marena Group Inc May 2008 - July 2010
JOEL Restaurant March 2006 - July 2008
Perfumania November 2005 - May 2006
Gwinnett County Public Schools January 2005 - November 2005
Skills
Sabre, Customer Service, Business Travel, Travel Management, Account Management, Marketing, Team Building, Salesforce.com, Contract Negotiation, New Business Development, Sales Management, Event Management, Sales, Marketing Strategy, Forecasting, Team Leadership, Microsoft Office, Microsoft Excel, Outlook, Recruiting, Training, Leadership, Microsoft Word, Management, Financial Reporting, Strategic Planning, Strategic Financial..., Negotiation, Analysis, Customer Satisfaction, Process Improvement, Time Management, Data Analysis, Teamwork, Sales Operations, Pricing, CRM, Insurance, Finance, Budgets, Data Entry, Selling, Accounts Receivable, PowerPoint, B2B, Sales Process, Vendor Management, Hospitality, Business Development, Coaching
Education
The University of Georgia 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Georgia State University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Insurance Services September 2012 - Present
Principal Financial Group September 2011 - September 2012
Nuclear Innovation North America LLC November 2009 - August 2011
NBA September 2009 - November 2009
Pfizer April 2004 - April 2009
Pfizer April 2002 - April 2004
Warner Lambert April 1998 - 2002
CIGNA Healthcare 1992 - 1998
Skills
Employee Relations, Training, HRIS, Employee Benefits, Performance Management, Benefits Administration, Employee Engagement, Program Management, Internal Communications, Leadership, Human Resources, Personnel Management, Change Management, Management, Talent Management
Education
Fairleigh Dickinson University 2009 — 2009
Professional HR Certification, Human Resources
Lycoming College 1985 — 1989
BA, Mass Communications, Public Relations & Advertising / Minor in Marketing
Wells Fargo Insurance Services December 1984 - Present
Home Insurance December 1971 - December 1984
Skills
Casualty, Insurance, Employment Practices..., Umbrella Insurance, Workers Compensation, Inland Marine, Insurance Brokerage, Directors & Officers..., Account Management, Professional Liability, Personal Lines, Property & Casualty..., Casualty Insurance, Health Insurance
Education
Glendale Community College 1972 — 1974
Sociology
MedExpress January 2015 - Present
MedExpress October 2010 - January 2015
Wells Fargo Insurance Services December 2006 - October 2010
Wells Fargo Insurance Services December 2006 - October 2010
Wells Fargo Insurance December 2006 - October 2010
Radisson Hotel February 2004 - December 2006
Radisson Hotel July 2003 - February 2004
Skills
Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, Insurance, Credentialing, Physicians, Employee Benefits, Administration, Accounting, Employee Relations, Hospitals, Data Entry, Invoicing, Training, Management, Recruiting, Team Building, Interviews, Analysis, System Administration, Outlook, Healthcare, Medicaid, Leadership, Medicare, Supervisory Skills, Strategic Planning
Education
Fairmont State University 1999 — 2001
Fairmont State College
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance and Financial Services 2004 - 2007
Woodruff-Sawyer & Co 1997 - 2003
Aon Risk Services 1996 - 1997
Woodruff-Sawyer & Co 1987 - 1996
Edward Jacobs & Company 1984 - 1987
Deans & Homer 1978 - 1984
Skills
Property & Casualty..., Insurance, Risk Management, Account Management, Underwriting, Marketing, Brokers, Contract Negotiation, Negotiation, Commercial Lines
Education
Golden Gate University 1987 — 1989
Risk Management & Insurance
University of San Francisco 1975 — 1979
Bachelor of Science (BS), Biology
Mc Lane High School 1972 — 1975
HNI Risk Services February 2012 - Present
Wells Fargo Insurance Services August 2001 - January 2012
SHRM 2012 - 2012
WMASSE 2000 - 2012
Herman Miller 1998 - 2001
Skills
Workers Compensation, Safety Management, Risk Management, Insurance, Property & Casualty..., Process Improvement, Risk Management..., Performance Management, EHS, Underwriting, @Risk, Industrial Hygiene, Strategic Planning, Liability, Financial Risk, Accident Investigation, Excess, Team Building, Construction, Health Insurance, Captives, Safety Management..., Management, Change Management, Ergonomics, Inland Marine, Brokers, Hazard Analysis, Industrial Safety, Employee Benefits, General Insurance, Commercial Insurance, Claim Investigation, Claim, Benefits Administration, Risk Assessment, Construction Safety, Policy, Employment Practices..., Umbrella Insurance, Casualty, Occupational Health, D&O, Legal Liability, Reinsurance, Claims Management, Training, Auditing, Insurance Brokerage, Accident
Education
Grand Valley State University 1999 — 2003
MBA, Business Administration
Grand Valley State University 1994 — 1999
Bachelors, Occupational Safety & Health
Kaiser Permanente September 2014 - Present
Wells Fargo Insurance Services September 2012 - September 2014
i-enroller, LLC September 2011 - October 2012
Arista Consulting 2000 - 2011
The Benefit Company 2004 - 2010
Skills
Employee Benefits, Human Resources, Management, Benefits Administration, Mergers & Acquisitions, Customer Service, Healthcare, Health Insurance, Insurance, Consulting, Life Insurance, Time Management, Disability Insurance, Account Management, Sales Process
Education
Georgia State University
BS, Speech
Wells Fargo Insurance Services September 1993 - Present
Skills
Customer Service, Insurance, Microsoft Word, Microsoft Excel, Outlook, Technical Support, Business Analysis, Visio, Access, Training, Software Documentation, Process Improvement, SharePoint, SQL, Call Centers, Property & Casualty..., Vendor Management
Education
Florida Atlantic University 1994 — 1996
Florida Atlantic University
Remington Hotels January 2004 - Present
PENSCO Trust Company May 2002 - Present
Wells Fargo Insurance Services 1997 - 2001
PriceWaterhouse 1980 - 1999
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, QuickBooks, Finance, Payroll, Forecasting, Variance Analysis, General Ledger, Fixed Assets, Account Reconciliation, GAAP, US GAAP, Financial Statements
Education
Golden Gate University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services August 2008 - April 2014
HealthCare Coach October 2005 - June 2008
Skills
Health Insurance, Life Insurance, Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Health Savings Accounts, Brokers, Managed Care, Long-term Care, Health Care Reform, Medicare, COBRA, Underwriting, Benefits Administration
Education
Grand Valley State University 1987 — 1992
Bachelors of Science, Health Science
Wells Fargo Insurance Services July 1998 - Present
Kemper Insurance April 1995 - July 1998
Kemper Insurance September 1992 - April 1995
Skills
Commercial Insurance, Property Management, Construction Supervision, Insurance, Risk Management, Workers Compensation, Risk Assessment, Account Management, Financial Risk, Casualty, Accident Investigation, Risk Management..., Construction, Training, Professional Liability, Property & Casualty..., Liability, Legal Liability, Claims Management, Underwriting, Brokers, General Insurance, Employment Practices..., Claim, Reinsurance, Umbrella Insurance, Health Insurance, Insurance Brokerage, Accident, Commercial Lines, Health Savings Accounts, Employee Benefits, Captives, D&O, Enterprise Risk..., Life Insurance, Excess, Litigation Management, Long-term Care, Risk Analysis, Disability Insurance, Casualty Insurance
Education
Florida State University 1972 — 1975
BS, Business Management
Northwest Florida State College 1971 — 1972
Associate, Business Administration
Wells Fargo October 2013 - Present
Wells Fargo Insurance Services May 2011 - October 2013
Skills
Portfolio Management, Mergers, Advertising, Insurance, Financial Services, Banking, Mergers & Acquisitions, Hedge Funds, Sales, Management, Financial Analysis, Sales Operations, Marketing, Finance, Leadership
Education
Fordham University 2008 — 2012
Bachelor's degree, Business Administration and Management, General, Senior
Delbarton School 2004 — 2008
Morris Plains Borough School 1996 — 2004
Infor September 2014 - Present
Wells Fargo Insurance Services June 2013 - May 2014
Georgia State University November 2011 - May 2013
Directorate of Public Works August 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Investments, Stocks, Analysis, Financial Analysis
Education
Georgia State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Wells Fargo Insurance Services June 2011 - Present
BB&T August 2010 - June 2011
J. Smith Lanier & Co., Johns July 2007 - August 2010
TI Broadcast Solutions Group January 2007 - July 2007
Metropolitan Land Development April 2003 - January 2007
Skills
Brokers, COBRA, Claim, Commercial Insurance, Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Life Insurance, Marketing, New Business Development, Open Enrollment, Project Management, Property, Term Life Insurance, Underwriting, Workers Compensation, Property
Education
Georgia Perimeter College 2003 — 2005
A.S., Health & Physical Education
Wells Fargo Insurance Services April 2014 - April 2015
Infosys November 2011 - April 2013
Skills
Oracle, Testing, IBM Mainframe, DB2, JCL, Quality Assurance, SDLC, Consulting, COBOLII, Requirements Analysis, Business Analysis, Strategic Planning, Project Management, COBOL, User Acceptance Testing, Team Building, Mainframe, ALM, SQL Server Management..., Team Leadership
Education
Florida State University
Master of Science (MS), Instructional Systems, G.P.A.: 4.0 out of 4.0
Florida State University
Bachelor's degree, Communication, General
Berends Hendricks Stuit Insurance Agency August 2010 - Present
Wells Fargo Insurance Services January 2008 - March 2010
The Hartford 1997 - 2004
Skills
Commercial Insurance, Property & Casualty..., Insurance, Management, Strategic Planning, Underwriting, Employee Benefits, Business Development, Sales Management, Sales, Program Management, Risk Management, Workers Compensation, Professional Liability, Brokers, General Insurance
Education
Ferris State University 1976 — 1978
Bachelors, Business Administration/Management
Union County Government January 2015 - Present
Wells Fargo Insurance Services July 2013 - January 2015
Union County Government 2006 - 2013
Liberty Mutual Insurance 2002 - 2006
Liberty Mutual Insurance 1997 - 2002
Crawford & Company 1995 - 1997
Skills
Workers Compensation, Liability, Policy, Risk Assessment, Government, Risk Management, Insurance, Emergency Management, Casualty, Claims Management, Property & Casualty..., Claim, Underwriting, Commercial Insurance, Strategic Planning, Investigation, Brokers, Professional Liability, Commercial Lines, Contract Review and..., Casualty Insurance, Enterprise Risk..., General Insurance, Legal Liability
Education
Florida Atlantic University
Bachelor's Degree, Computer and Information Systems
Wells Fargo Insurance Services October 2012 - Present
The McCart Group November 2009 - October 2012
Allied North America March 2007 - October 2009
Skills
Property & Casualty..., Insurance
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Risk Management and Finance
Wells Fargo Insurance Services April 2012 - Present
Powertec Fitness, Inc. September 2011 - April 2012
WKRP SERVICES October 2010 - September 2011
Pepco (Professional Electric Products Company) November 1998 - April 2010
One Stop Parts Source July 1994 - September 1998
Skills
Warehouse Management, Operations Management, Marketing Management, Inventory Management, Budgets, Purchasing, Logistics, Leadership, Warehousing, Sales, Recruiting, Program Management, Management, Manufacturing, Strategic Planning, Negotiation, New Business Development, Procurement, Team Leadership, Account Management, Marketing Strategy, Retail, Contract Negotiation, Human Resources, Strategy, Marketing, Pricing, Time Management, B2B, Merchandising, Process Improvement, Forecasting
Education
Franklin University 2007 — 2009
Bachelor's Degree, Business Administration
Lakeland Community College 2005 — 2007
Associates Degree, Business Administration and Management, General
Goldman Sachs August 2015 - Present
Goldman Sachs December 2014 - July 2015
Barclays Investment Bank December 2013 - December 2014
Moody's Investors Service July 2011 - December 2013
Novus Partners January 2011 - May 2011
Nomura Securities June 2010 - August 2010
Ella Capital September 2009 - December 2009
Wells Fargo Insurance Services June 2009 - August 2009
Wachovia Securities, LLC May 2008 - August 2008
Skills
Leveraged Finance, Forecasting, Debt, Credit, Credit Risk, Credit Analysis, Ratings, Capital Structure, Corporate Finance, High Yield, Lines Of Credit, Financial Modeling, Bloomberg, Due Diligence, Fixed Income, Bonds, Financial Statement..., Financial Analysis, Financial Markets, Industry Research, Loans, Macroeconomics, Market Risk, Scenario Analysis, Risk Management, Capital Markets
Education
Fordham University 2007 — 2011
B.S., Finance, Economics
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services March 2011 - Present
Humana August 1993 - March 2011
Skills
Health Insurance, Dental, Worksite, Employee Benefits, Healthcare, Benefits, Health, Strategic Planning, Negotiation, Consultative Selling, Customer Relations, Property & Casualty..., Professional Liability, Health Savings Accounts, Customer Service, Dentistry, Insurance, Underwriting, Brokers, Disability Insurance, Medicare, Selling, Sales, Term Life Insurance, Life Insurance, Managed Care, Account Management, Long-term Care, Leadership, Benefits Administration, Commercial Insurance, Open Enrollment, Workers Compensation
Education
Florida Southern College 1989 — 1994
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Florida Southern College 1989 — 1993
BA, Business Administration
Trail of Cantaloupe Filmworks May 2004 - Present
Wells Fargo Insurance Services September 2006 - April 2010
Donnelly Communications, Inc. 2005 - 2007
Education
Georgia State University 2004 — 2007
AmWINS Group May 2012 - Present
Wells Fargo Insurance Services October 2010 - May 2012
Intego Insurance Services January 2008 - July 2010
Skills
Insurance, Payroll, Workers Compensation, Property & Casualty..., Underwriting, Account Reconciliation, Accounting, Auditing, Financial Reporting, Financial Analysis, Accounts Payable, Accounts Receivable, Financial Accounting, Cash Management, Cash Flow, Small Business
Education
Excelsior College 2008 — 2010
BS
State University of New York College at Geneseo 1998 — 2002
Wells Fargo Insurance Services March 2015 - Present
Wells Fargo Insurance Services June 2011 - March 2015
Aetna October 2002 - June 2011
Capital One 1994 - 2002
Robey-Barber Insurance 1994 - 1998
Skills
Employee Benefits, Account Management, Insurance, Customer Service, Health Insurance, Health Savings Accounts, Strategic Planning, Brokers, Life Insurance, Disability Insurance, Claim, Underwriting, Term Life Insurance, Process Improvement, Analysis, Benefits Administration
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Certified Employee Benefits Specialist (CEBS)
Thomas Jefferson High School
High School Diploma
Florida Metropolitan University
Associates in Science, Criminal Justice
Wells Fargo Insurance Services December 2014 - Present
Falcon West Insurance Brokers June 2013 - December 2014
Towers Watson March 2013 - June 2013
Towers Watson August 2012 - March 2013
BB&T Insurance Services Inc. September 2010 - July 2012
Skills
Client Relations, Customer Service, Commercial Insurance, Property & Casualty..., Vendor Management, Problem Solving, Competitive Analysis, Claims Management, Risk Management, Sales Management, Sales Operations, Account Management, Procedure Development, Analysis, Management, Team Leadership, Insurance, Workers Compensation
Education
University of Phoenix 2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Fullerton College 2003 — 2006
Florida Atlantic University August 2013 - Present
Chili's January 2013 - July 2013
Wells Fargo Insurance Services March 2011 - May 2013
Tween Brands December 2009 - April 2013
Macy's July 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Florida Atlantic University 2009 — 2013
Bachelor's degree, Sociology
Nova High School 2005 — 2009
REEMPLOYABILITY December 2003 - Present
REEMPLOYABILITY December 2003 - Present
Wells Fargo Insurance Services 2001 - 2003
Staff Leasing 1997 - 2000
Aetna Life & Casualty 1990 - 1997
Skills
Workers Compensation, Claims Management, Claim, Workers' Compensation..., Insurance, Property & Casualty..., Commercial Insurance, Program Management, Deferred Compensation, Liability, Underwriting, General Insurance, Casualty, Health Insurance, Risk Management, Account Management, Return to Work Programs
Education
Florida State University 1983 — 1987
BS, Marketing
Berends Hendricks Stuit Insurance Agency September 2010 - Present
Wells Fargo Insurance Services January 2008 - August 2010
The Hartford Insurance Group January 1997 - January 2002
Skills
Insurance, Commercial Insurance, Sales Operations, Property & Casualty..., Business Development, Customer Retention, Market Planning, Customer Satisfaction, Coaching, Marketing, Account Management, Strategic Planning, Small Business, Employee Benefits, Brokers
Education
Ferris State University 1975 — 1978
Bachelors, Business Administration/Management
Lykes Insurance, Inc. September 2013 - Present
Wells Fargo Insurance Services May 1999 - December 2011
Brown & Brown 1992 - 1999
Skills
Risk Management, Property & Casualty..., Financial Risk, Commercial Insurance, Insurance, Legal Liability, Casualty, Brokers, Underwriting, Liability, Professional Liability, Workers Compensation, Umbrella Insurance, General Insurance, Life Insurance, Casualty Insurance
Education
Florida State University
Risk Management & Insurance and Marketing
Hub International March 2013 - Present
Wells Fargo Insurance Services September 1993 - March 2013
Rollins Hudig Hall October 1979 - September 1993
Skills
Commercial Insurance, Employment Practices..., D&O, Professional Liability, Insurance, Self-funded, Legal Liability, Casualty, Commercial Lines, Umbrella Insurance, Liability, Workers' Compensation, Risk Management Plans, Captives, Workers Compensation, Brokers, Casualty Insurance, Risk Management
Education
Insurance Institute of America
Associate's degree, Risk Management
Grand Rapids Community College 1984 — 1988
Michigan State University
Certified Workers' Compensation Professional, Workers Compensation
UCI Paul Merage School of Business - Corporate Partners Board October 2011 - Present
Wells Fargo Insurance Services April 2011 - Present
Healthcare Businesswomen's Association May 2009 - January 2012
Precept January 2008 - April 2011
Hays Companies May 2001 - January 2008
OC - Susan G.Komen for the Cure 2006 - 2008
CIGNA March 1999 - May 2001
PacifiCare February 1993 - April 1999
FHP 1991 - 1993
Foundation Health 1990 - 1991
Skills
Healthcare, Healthcare Industry, Health Insurance, Employee Benefits, Benefits Administration, Benefits Negotiation, Benefits Design, Benefits Analysis, Employer Engagement, Voluntary Employee..., Employee Wellness..., Technology Resources, Business Networking, Social Networking, HR Consulting, Advisory Boards, Strategy, New Business Development, Leadership, Health Policy, Training, Term Life Insurance, Managed Care, Health Care Reform, Management, COBRA, Health Savings Accounts, Onboarding, Brokers, Consulting, Leadership Development, Life Insurance, HRIS, Personnel Management, Underwriting, Organizational..., Strategic Planning
Education
University of California, Los Angeles 1984 — 1986
Glendale Community College 1979 — 1983
Fashion Institute of Design & Merchandising 1977 — 1979
Associate
Hub International April 2011 - Present
University of Houston Human Resource Development (HRD) Board 2009 - Present
Elves & More October 2008 - December 2010
Houston Wellness Association January 2009 - June 2010
Wells Fargo Insurance Services 2004 - 2008
Humana April 1992 - March 1996
United States Air Force April 1978 - February 1983
Skills
Insurance, Employee Benefits, Disability Insurance, Program Management, Health Insurance, Wellbeing Initiatives, Value Based Benefits, Communication Campaigns, Management, Risk Management, Human Resources, Benefits Administration, Coaching, Leadership, Sales, Leadership Development, Business Development, Training, Team Building, Strategic Planning, Brokers, Process Improvement, Healthcare, Performance Management, Recruiting, Employee Relations, Analysis, Account Management, Budgets, Organizational..., Life Insurance
Education
Florida Metropolitan University 1989 — 1992
Video Arts & Science
CCAF 1978 — 1983
Business Administration and Management, General
Wells Fargo Insurance Services January 2015 - Present
State Farm, Ray Mathews Agency March 2013 - December 2014
New York Life Insurance Company February 2012 - March 2013
Danka Office Imaging September 2006 - September 2007
Desoto County Turner Agri-Civic Center May 2003 - September 2006
TAMPA SPORTS AUTHORITY May 1998 - April 2003
Tampa Bay Buccaneers May 1991 - February 1998
Skills
Marketing, Event Planning, Event Management, Public Relations, Customer Service, Team Building, Strategic Planning, Public Speaking, Life Insurance, Financial Services, Education Funding, Retirement Funding, Budgets, Community Outreach, Fixed Annuities, Insurance, Leadership, Management, Negotiation, Retirement Planning, Selling, Training, Sales
Education
Florida Agricultural and Mechanical University 1988 — 1994
B.S., Public Relations
Jesuit High School 1984 — 1988
College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Insurance Services February 1996 - Present
Skills
Underwriting, Insurance, Loans, Real Estate, Banking, Mortgage Lending, Commercial Lending, Credit, Sales Management, Sales, Asset Managment, Commercial Banking, Customer Service, Financial Analysis, New Business Development, Strategic Financial..., Portfolio Management, Condos, Investments, Property & Casualty..., Risk Management, Financial Risk, Budgets, Finance, Strategic Planning, Investment Properties, Small Business Lending, Financial Services, Due Diligence, Contract Negotiation, Property Management, Credit Analysis, Negotiation, Small Business, Business Planning, Financial Modeling, Mergers, Management, Cash Management, Wealth Management, Team Building, Real Estate Transactions, Business Development, Account Management, Selling, Forecasting, Marketing, Commercial Real Estate, Business Strategy, Leadership
Education
Florida State University 1989 — 1993
B.S.
Fairfax County Public Schools February 2010 - Present
Annandale Boys & Girls Club 2009 - 2013
Wells Fargo Insurance Services 2000 - 2010
Wachovia/Wells Fargo Insurance Services November 2000 - December 2009
Potomac Insurance Network August 1998 - November 2000
AAA Insurance Agency: ....., January 1997 - August 1998
United States Navy August 1981 - August 1992
Education
George Mason University 1994 — 1996
B.A., International Studies
Northern Virgina Community College 1992 — 1994
Associates, Liberal Arts
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo Insurance Services 2012 - July 2015
Service Experts October 2009 - October 2012
Skills
Accounts Payable, General Ledger, Fixed Assets, Financial Reporting, Microsoft Office, Microsoft Word, Accounts Receivable, Word, Account Reconciliation, Journal Entries, Financial Analysis, Bank Reconciliation, Microsoft Excel, Forecasting, Balance, Healthcare, Benchmarking, Employee Benefits, Benefits Analysis, Benefit Cost Analysis, Accounting, Customer Service
Education
Georgia State University 2005 — 2009
BA, Accounting
TMGSS 1999 — 2002
Kelly Services November 2009 - October 2010
Wells Fargo Insurance Services February 2007 - October 2008
Prime Staffers Agency May 2006 - August 2006
Star HRG August 2004 - May 2006
Maxim Staffing Agency June 2003 - April 2004
United Health Care October 2000 - June 2002
Merchants Bank March 2000 - October 2000
MCI Worldcom November 1998 - March 2000
MCC Behavioral Care January 1998 - November 1998
Education
Glendale Community College
Pharmacy
Arizona Career Academy
High School Diploma
Lockton Companies September 2015 - Present
Applied Systems June 2014 - Present
JLL May 2011 - June 2014
Lockton Companies September 2008 - May 2011
McGriff, Seibels & Williams June 2006 - September 2008
Wells Fargo Insurance Services April 2005 - June 2006
Palmer & Cay November 2003 - April 2005
RSA September 2000 - September 2003
Skills
Insurance, Account Management, Management, Business Analysis, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance
Education
Georgia State University
Bachelor of Business Administration (BBA), Risk Management & Insurance
Truliant Federal Credit Union June 2012 - Present
Wells Fargo Insurance Services June 2014 - August 2014
Charlotte Metro Federal Credit Union August 2013 - August 2014
University of North Carolina at Charlotte - Cone Center March 2013 - December 2013
Truliant Federal Credit Union June 2012 - July 2013
Winston-Salem/ Forsyth County School District June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, Windows, English, Event Planning, Budgets, Sales, Finance, Auditing, Leadership, Accounting, Outlook, Risk Management, Access, Data Analysis, Banking, Time Management, Business Strategy, Financial Analysis, Strategic Planning, Data Entry, Retail, Team Leadership, Analysis, Training, Social Networking
Education
University of North Carolina at Charlotte 2011 — 2016
Mathematics For Business
Forsyth Technical Community College 2010 — 2011
Wells Fargo Insurance Services March 2011 - Present
Tara Lynne Scare Memorial Foundation April 2010 - Present
none April 2009 - August 2009
Aon Risk Services June 2004 - April 2009
Skills
Insurance, Underwriting, Commercial Insurance, Workers Compensation, Liability, Microsoft Excel, Auditing, Time Management, Invoicing, Property, Customer Service, Outlook, Brokers, Microsoft Word, Accounts Payable, Accounting
Education
Golden Gate University 2006 — 2009
BofA, Management
Wells Fargo Insurance Services April 2013 - Present
Willis October 2011 - March 2013
Willis November 2010 - October 2011
Willis July 2008 - September 2010
Birinyi Associates September 2007 - December 2007
Completely Covered Insurance Agency, Inc. May 2007 - September 2007
Skills
Insurance, Property & Casualty..., Risk Management, Brokers, Underwriting, Workers Compensation, Professional Liability, Negotiation, Marketing, Claims Management, Microsoft Excel, Captives, Commercial Insurance, Casualty Insurance, Liability, General Insurance
Education
Fairfield University 2004 — 2008
BS, Finance, Mathematics
Wells Fargo Insurance Services January 2009 - Present
Skills
Insurance, Underwriting, Asset Management, Property
Education
Florida International University - College of Business 2004 — 2007
Finance, Risk Management
Wells Fargo Insurance Services February 2014 - Present
Assurant August 2009 - January 2014
Next Century Youth September 2007 - December 2009
Firemans Fund Insurance Company September 2002 - April 2009
Travelers Insurance August 1993 - September 2002
Skills
Underwriting, Insurance, Commercial Lines, Property & Casualty..., Brokers, Risk Management, Leadership, Claim, Performance Management, Marketing, Professional Liability, Management, Legal Liability, Financial Risk, Strategic Planning, General Insurance, Workers Compensation, Access, Microsoft Office, Reinsurance, Employee Engagement, Casualty, Sales, Process Improvement, Commercial Insurance, Property Damage, Claims Management, Casualty Insurance, Employee Benefits, Liability
Education
Florida Agricultural and Mechanical University 1987 — 1992
MBA, Finance/Business Administration
Boyd Anderson
Corporate Synergies September 2015 - Present
Wells Fargo Insurance Services September 2013 - September 2015
Manning & Napier Advisors July 2012 - May 2013
Sterling Ascend Insurance Resources March 2010 - April 2012
Gallagher Benefit Services January 2007 - February 2010
AMERICAN FAMILY LIFE ASSURANCE OF October 2005 - December 2006
Money Advisors Group September 1999 - October 2005
Franklin Templeton of January 1997 - January 1999
Skills
Employee Benefits, Benefits, Insurance, Benefits Administration, Plan Design, HR Consulting, Budgeting, Compliance, Strategic Planning, Negotiation, Health Insurance, Employee Relations, New Business Development, Internal Communications, Contract Negotiation, COBRA, Disability Insurance, Long Term Care, Problem Solving, Executive Compensation, Public Speaking, Budgets, Fundraising, CRM, Management, Marketing, Sales, Customer Service, Underwriting, Long-term Care, Leadership
Education
Florida State University
Certificate in Financial Planning, Financial Planning
University of Phoenix 2003 — 2006
B.S, Business, Management, Marketing, and Related Support Services, 3.6 GPA out of 4.0
Augsburg Fortress Publishers July 2012 - Present
Numberworks February 2012 - July 2012
US Postal Service July 2011 - August 2011
Multiband January 2011 - June 2011
Wells Fargo Insurance Services September 2009 - July 2010
Novartis Consumer Health September 2000 - May 2008
Liz Claiborne July 1988 - September 2000
Skills
Budgets, Financial Reporting, Sarbanes-Oxley Act, Accounting, General Ledger
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Information Systems
Husson University 1972 — 1976
BS, Accounting
All Done May 2010 - Present
Black Hills Productions January 2000 - Present
Insurance Dynamics January 1997 - Present
DeWolf Realty Co., Inc. 2007 - 2011
Wells Fargo Insurance Services July 1998 - July 2005
Skills
Commercial Insurance, Insurance, Mergers, Management, Property & Casualty..., Workers Compensation, Real Estate, Professional Liability, Coaching, Financial Services, New Business Development, Small Business, Mergers & Acquisitions, Employee Benefits
Education
Golden Gate University 1999 — 2002
Business Administration and Management, General
The University of South Dakota 1968 — 1972
BFA, Literature and Theatre
MacCorkle Insurance Service June 2010 - Present
Wells Fargo Insurance Services June 2002 - December 2009
Wells Fargo Insurance Services June 2002 - December 2009
Wells Fargo Insurance Services January 2000 - May 2002
Wham-O April 1999 - January 2000
Skills
Financial Reporting, General Ledger, P&L Analysis, Payroll, Tax Reporting, Internal Control..., GAAP Compliance, Mergers & Acquisitions, Sage FAS Fixed Assets, Microsoft Excel, Insurance, Health Insurance, Risk Management, Property & Casualty..., Benefits Administration, Workers Compensation, Medicare, Underwriting, Commercial Insurance, Claim, General Insurance, Small Business, Employee Benefits
Education
Golden Gate University
Bachelor of Science in Accounting
Meeker Sharkey Hurley March 2015 - Present
Wells Fargo Insurance Services September 2011 - March 2015
Mary Kay Inc. April 2008 - April 2012
Procomp Benefit Resources Inc (sold to Wells Fargo 9/1/11) July 2008 - September 2011
Banc of America Corp Ins Agency (a Bank of America entity) December 1998 - May 2008
Anthem Health (formerly d/b/a Home Life Assurance Company) July 1990 - September 1998
Skills
Self starter who..., Strong Business Acumen, Ability to function in..., Creative Problem Solving, Effective Follow Up, Employee Benefits, Health Insurance, Insurance, Life Insurance, Underwriting, Brokers, Disability Insurance, Health Savings Accounts, Account Management, Benefits Administration, Claim, Strategic Planning, Managed Care, Term Life Insurance, Customer Service, Sales, Marketing, Management, Marketing Communications, PowerPoint, Product Development, Social Networking, Strategic Thinking, Healthcare, Strategy, Team Leadership
Education
Kean University 1994 — 2004
BS, Business Management Science
State University of NY, FIT Division 1981 — 1983
AAS, Fashion Design
Cobbs Allen February 2014 - Present
Wells Fargo Insurance Services October 2012 - October 2013
Covidien July 2009 - October 2012
Paychex October 2003 - June 2009
Skills
Account Management, Benefits Administration, Direct Sales, Customer Service, Employee Benefits, Insurance, New Business Development, Sales Management, Sales, Lead Generation, Sales Presentations, Sales Process, Strategic Planning, Salesforce.com, B2B, Building Relationships, Cold Calling, Selling
Education
Freed-Hardeman University 1997 — 2001
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
FEMA September 2009 - Present
Wells Fargo Insurance Services October 2006 - February 2009
Marsh September 1996 - October 2006
Skills
Certified Insurance..., Property & Casualty..., Insurance Adjusting, Hazard Mitigation, Sales Management
Education
Florida Atlantic University 1970 — 1972
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Miami Dade College 1968 — 1970
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Engine Yard May 2015 - Present
Birst May 2013 - May 2015
Gonzaga University September 2011 - May 2013
Wells Fargo Insurance Services June 2012 - August 2012
Gonzaga University August 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Social Media, Human Resources, Time Management, Recruiting, Team Leadership, Windows, Project Management, Social Networking, Leadership, Sales, Public Speaking, Fundraising, Facebook, Event Planning, Salesforce.com, Research, Social Media Marketing, Public Relations, Enterprise Software, Analytics, Business Intelligence
Education
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resource Management & International Business
Wells Fargo Advisors 2010 - Present
Wells Fargo Insurance Services 2008 - 2010
Wachovia Insurance Services July 2000 - 2008
Skills
Series 7, Financial Services, Series 63, Risk Management
Education
Fayetteville State University
Computer Science
State Farm January 2015 - Present
Wells Fargo Insurance Services April 2014 - September 2014
State Farm March 2013 - March 2014
Pizza Hut March 2011 - March 2013
Skills
Licensed Property &..., Loan Origination, Customer Service, Teamwork, Public Speaking, Sales, Professional Phone..., Microsoft Office, Outlook, Photoshop
Education
Rio Salado College 2011 — 2015
Associate of Arts and Sciences (AAS), Organizational Management
Georgia Southwestern State University 2009 — 2010
General Studies, 3.8
Alcovy Highschool 2006 — 2009
3.9
Wells Fargo Insurance Services June 2015 - Present
GearOne September 2014 - May 2015
New Languages May 2014 - August 2014
South African American Business Chamber September 2013 - April 2014
Skills
Finance, Economics, International Business, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Basecamp, Constant Contact, Outlook, Leadership, Cross-cultural..., Analytical Skills, Teamwork, PowerPoint, Social Networking, Team Leadership, Time Management, Social Media
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Marsh & McLennan Companies, Inc. April 2014 - Present
Marsh & McLennan Companies, Inc. March 2014 - Present
Marsh & McLennan Companies, Inc. September 2011 - March 2014
Wells Fargo Insurance Services 2010 - 2011
Willis 2008 - 2010
Crump Insurance 2004 - 2008
Frank Crystal & Company 2002 - 2004
Skills
Brokers, Negotiation, Workers Compensation, Commercial Insurance, Risk Management, Property, Casualty, Umbrella Insurance, Commercial Lines, Account Management, New Business Development, Vendor Management, Property & Casualty..., Insurance, Cross Selling
Education
Fairfield University 1998 — 2002
B.A., English Literature and Writing
Wells Fargo Insurance Services May 2014 - Present
TheZebra.com May 2013 - March 2014
USAA July 2012 - February 2013
Desert Schools Federal Credit Union December 2011 - July 2012
Arizona Federal Credit Union October 2006 - December 2011
Skills
Licensed Property &..., Microsoft Office, Customer Satisfaction, Cash Handling Experience, Customer Service, Loans, Credit, Financial Services, Invoicing
Education
Glendale Community College 2006 — 2015
Business Administration and Management, General
Beachbody March 2015 - Present
Wells Fargo Insurance Services September 2008 - June 2014
Stevenson Shockley Stevenson Inc. December 2003 - August 2008
National Exchange Carrier Association (NECA) May 2003 - September 2003
Southern Insurance Underwriters (SIU) January 2002 - August 2002
Southern Insurance Underwriters (SIU) August 1999 - January 2002
Siegel Insurance March 1998 - August 1999
Skills
Fitness Industry, Fitness Instruction, Nutrition, Exercises, Health Advocacy, Zumba, Property & Casualty..., Claim, Workers Compensation, Risk Management, Customer Service, Commercial Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
Bachelor's Degree, Marketing
AIG January 2015 - Present
Wells Fargo Insurance Services June 2013 - December 2014
United Way of Magyarországnak May 2012 - July 2012
United Way of Greater Atlanta May 2011 - August 2011
TrueBridge Resources March 2009 - June 2009
Skills
Microsoft Office, Spanish, Volunteer Management, Salesforce.com, Community Outreach, Proposal Writing, Property & Casualty..., SharePoint, Windows & Mac operating..., Adobe Professional, Commercial Insurance, Technical Writing, Insurance Brokerage, Facebook, Insurance, PowerPoint, Leadership, Microsoft Excel
Education
Georgia Institute of Technology 2009 — 2012
Bachelor of Science (B.S.), Management
Atlanta International School 2002 — 2009
International Baccalaureate Diploma Recipient
Medtronic Minimally Invasive Therapies Group November 2013 - Present
US Endoscopy April 2011 - November 2013
Genesee Scientific June 2010 - April 2011
Deep South October 2005 - June 2010
Wells Fargo Insurance Services December 2003 - October 2005
Skills
Account Management, Sales, Sales Process, Business Development, New Business Development, Marketing, Strategic Planning, Negotiation, Capital Equipment Sales, Disposables
Education
Florida State University 1999 — 2003
B.S, International Affairs/Marketing
Wells Fargo Insurance Services November 2006 - Present
J Smith Lanier & Co July 2004 - May 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Brokers, Casualty, Legal Liability, Commercial Lines, Workers Compensation, D&O, Underwriting, Umbrella Insurance, Employment Practices..., General Insurance, Risk Management, Liability
Education
Georgia State University 1971 — 1972
Business Administration and Management, General
Wells Fargo Insurance Services January 2008 - Present
CIGNA Healthcare September 2006 - January 2008
Marsh 2001 - 2006
Prudential Healthcare 1994 - 2000
Skills
Employee Benefits, Group Benefits, Insurance, Health Insurance, Plan Design, Disability Insurance, Group Medical, Brokers, Account Management
Education
Florida Atlantic University 1999 — 2002
BS, Marketing & Management
Sirius XM Radio Inc. April 2015 - May 2015
Wells Fargo Insurance Services November 2014 - February 2015
Spring Inc. August 2014 - October 2014
Steven Vardi Inc. 2012 - 2012
Xerox September 2006 - May 2008
Education
Fordham University
Willis June 2012 - Present
Wells Fargo Insurance Services March 1998 - July 2012
Sedgwick Noble Lowndes November 1991 - December 1997
Skills
Health Insurance, Brokers
Education
Georgia State University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Glenn Morris & Associates August 2010 - Present
Wells Fargo Insurance Services January 2008 - August 2010
Morris Schnoor & Gremel Ins Agency January 2003 - January 2008
Education
Grand Rapids Community College
Der Manouel Insurance Group August 2006 - Present
Wells Fargo Insurance Services September 1999 - July 2006
Cigna December 1996 - September 1999
Aetna October 1994 - November 1996
Skills
Health Insurance, Customer Service, Marketing, Microsoft Excel, Social Media, Account Management, Brokers, Underwriting, General Insurance, Employee Benefits, Leadership, Strategic Planning
Education
Fresno City College 1978 — 1979
Microbiology, General
Fresno State 1973 — 1974
General Studies
Fresno City College 1970 — 1972
McLane High School 1967 — 1970
Holden & Co Insurance - since 1917 June 2014 - Present
Wells Fargo Insurance Services May 1995 - May 2014
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Underwriting, Sales Management, New Business Development, Legal Liability, Marketing, Commercial Lines, Employment Practices..., Casualty, Liability Analysis, Workers Compensation, General Insurance, Liability, Surety Bonds
Education
College of Insurance - NYC 1995 — 1996
Diploma in Risk & Insurance
George Mason University 1991 — 1993
Bachelor of Science
University of Miami 1990 — 1991
Bishop Ireton
The Bethea Insurance Group June 2013 - Present
Westcott & Associates March 2011 - March 2013
Wells Fargo Insurance Services May 2006 - April 2010
Wachovia Insurance Services May 2006 - July 2009
Snellings Walters Insurance Agency January 2001 - January 2004
MAG Mutual Insurance January 2000 - January 2001
Merritt & McKenzie, Inc January 1996 - January 2000
Skills
Accounting, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Customer Relations, Problem Solving, Strategic Planning, Customer Service, Account Management, Microsoft Office, Financial Analysis, Data Analysis, Payroll, Health Insurance, Process Improvement, Excel, Word, Microsoft Excel
Education
Georgia State University 1983 — 1985
BBA, Risk Management/Insurance
Floyd Jr. College aka Georgia Highlands College 1980 — 1981
Associate of Science, Biology
Mountain West Insurance and Financial Services September 2011 - Present
Wells Fargo Insurance Services August 2007 - September 2011
Education
Fort Lewis College 2002 — 2007
BA, Business
University of Colorado at Colorado Springs 2003 — 2004
Navinsure September 2014 - Present
HIG 2009 - Present
Founder Shield August 2014 - Present
GoCo.io, Inc. November 2014 - August 2015
Maxwell Health October 2012 - October 2013
Health Plan One 2007 - 2009
HSBC February 2006 - July 2007
Wells Fargo Insurance Services 2004 - 2006
JPMorgan IBAS December 1997 - December 2004
Oxford Health Plans 1995 - 1997
Skills
Insurance, Healthcare, Employee Benefits, Health Insurance, Strategic Planning, New Business Development, Sales Management, Underwriting, Account Management, Marketing Strategy, Life Insurance, Analytics, Business Strategy, Financial Analysis, Brokers, Business Development, Direct Sales, Financial Services, Sales, Team Building, Executive Management, Risk Management, Management, Mergers & Acquisitions, Small Business, Finance, Entrepreneurship, Lead Generation, Start-ups, Investments, Strategy, Banking, Strategic Partnerships, Venture Capital, Business Planning, Health Insurance...
Education
Harvard Extension School
Various Cool Things
George Mason University 1993 — 1995
Biology, Post-Baccalaureate Studies
St. Francis University 1988 — 1992
B.A., History
Wells Fargo Insurance Services May 2014 - Present
Meritain Health March 2011 - January 2013
Willis September 2008 - October 2010
Bryant Wharton August 2004 - May 2008
Guardian Life Insurance Company May 2000 - August 2004
Skills
Employee Benefits, Insurance, Health Insurance, Self-funded, Account Management, Managed Care, Renewal Retention, COBRA, Customer Retention, Negotiation, Medicare, Group Insurance, CRM, Strategic Planning, Analysis, Health Savings Accounts, Team-oriented, Disease Management, HRA, Wellness, Claims Resolution, Team Building, Pharmacy Benefit..., Ancillary Products, Short Term Disability, Long Term Disability, Group Life Insurance, Dental, Worksite, Selling, Strategy, Benefits Administration, Health Care Reform, Group Medical, Flexible Spending..., Customer Service, Financial Modeling, Brokers, C-Suite Consulting, Benefits Negotiation, Veterans Benefits, Employee Benefits Design, Benefits Consulting, Microsoft Excel, Cross-functional Team...
Education
Georgia State University 1992 — 1995
B.B.A, Marketing
The University of Georgia 1989 — 1992
Marketing
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services March 2011 - May 2014
Wells Fargo Bank January 2008 - March 2011
Wells Fargo January 2005 - January 2008
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Sales, Credit, Financial Services, Brokers, Professional Liability, Insurance, Liability, Commercial Lines, Casualty, General Insurance, Legal Liability, Workers Compensation, Health Insurance, Risk Management, Life Insurance, Umbrella Insurance, Claim, Employee Benefits, Mergers & Acquisitions, Employment Practices..., D&O
Education
George Fox University 2000 — 2004
BS, Health & Human Performance
Thurston High School 1997 — 2000
Wells Fargo Advisors March 2014 - Present
Wells Fargo Insurance Services November 2011 - March 2014
Re-Bath, LLC September 2010 - November 2011
The Bar at 316 November 2009 - February 2011
Applebee's January 2009 - November 2009
DunRite Installations May 2006 - August 2008
Skills
Sharepoint, Benefitpoint, Nexsure, Microsoft Office Suite, Sagitta, Selling, Customer Service, Team Building, Strategy, Microsoft Office, Leadership, Marketing Strategy, Management, Training, Team Leadership, Insurance, Marketing, Policy Review, Accounting, Policy Analysis, Microsoft Excel, Sales
Education
Gardner-Webb University 2005 — 2009
B.S. Business Administration, Management
Wells Fargo Insurance Services
Skills
Underwriting, Risk Management, Claim, Casualty, Insurance, Liability, Healthcare, Workers Compensation, Umbrella Insurance, Excess, Professional Liability, Health Insurance, Employee Benefits, Financial Analysis, Mergers & Acquisitions, Property & Casualty..., Legal Liability, Banking, Process Improvement, Brokers, Reinsurance, Financial Risk, Commercial Insurance, Enterprise Risk..., Business Development, Claims Management, D&O, Employment Practices..., General Insurance, Long-term Care, Life Insurance, Commercial Lines, Disability Insurance, Financial Services, Relationship Management
Education
Florida Southern College 1980 — 1984
BS, Business Administration
Wells Fargo Insurance Services December 2006 - Present
Paramount Financial Group, Inc. October 2002 - July 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Leadership, Risk Management, Liability, Administration, Client Services, Client Counseling, CyberSure
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Management
Frederick Douglass High School 1992 — 1996
Alliant Employee Benefits February 2015 - Present
Wells Fargo Insurance Services 2007 - January 2015
Stahl Human Resources Consulting 2001 - 2007
Informatica 2000 - 2001
International Network Services (INS) 1998 - 2000
CMG Employee Benefits Consulting 1985 - 1998
Skills
Non-profits, Employee Benefits, Insurance, Onboarding, Nonprofits, Social Networking, Recruiting, Employee Relations, Deferred Compensation, Leadership, Human Resources, Organizational..., Benefits Administration, Workers Compensation
Education
Golden Gate University
MS, Human Resources Management
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefits Specialist
Western Illinois University
BS, Applied Sciences
Wells Fargo Insurance Services July 2014 - Present
Wells Fargo Insurance Services July 2011 - June 2014
EDIFY LLC July 2010 - June 2011
EDIFY LLC July 2005 - June 2010
Cigna July 2002 - June 2005
Cigna August 1998 - June 2002
Cigna January 1997 - July 1998
Skills
Strategy, Account Management, Insurance, Leadership, Strategic Planning, Salesforce.com, Employee Benefits, Managed Care, New Business Development, Team Building, Process Improvement, Management, Business Development, Healthcare, Sales, Healthcare Compliance, Employee Wellness, Employee Engagement, Health Insurance, Health & Wellness, Customer Retention, Disability Insurance, Underwriting, Life Insurance, Health Savings Accounts, Medical Cost Containment, Budgeting & Forecasting, Healthcare Analytics, Healthcare Consulting
Education
Florida Agricultural and Mechanical University 1994 — 1996
Master’s Degree, Education
Florida Agricultural and Mechanical University 1990 — 1994
Bachelor’s Degree, Biology, General
Wells Fargo Insurance Services January 2008 - Present
Cavalier Telephone January 2006 - January 2008
Education
Grand Valley State University 2000 — 2005
Wells Fargo Insurance Services July 1995 - Present
Wells Fargo 1995 - Present
Egghead Software April 1991 - July 1995
Skills
VMware, Data Center, Disaster Recovery, Active Directory, Vendor Management, SDLC, Microsoft SQL Server, SharePoint, Visio, Virtualization, IIS, Software Documentation, Servers, Windows Server, System Administration, Microsoft Exchange, Security, Citrix, SQL, SAN, Network Security
Education
Ferris State University 1990 — 1991
The ABD Team August 2012 - Present
Wells Fargo Insurance Services 2006 - August 2012
Frye Claims Consultation & Administration November 1996 - October 2006
Skills
Claims Management, Claims Resolution, Claims Handling, Arbitration, Contract Management, Contract Negotiation, Contractual Risk..., Claim, P&C, Insurance, Supply Chain, Contractual Agreements, Casualty, Litigation, Liability, Professional Liability, Property & Casualty..., Legal Liability, General Insurance, Employment Practices..., D&O, Commercial Lines, International Supply..., Contract Review, Supply Chain Contracts, Litigated Claims..., P&C Claims, Claims Investigations, Commercial Insurance, Casualty Insurance, Underwriting
Education
Golden Gate University, School of Law
Doctor of Law (JD)
UC Irvine
Bachelor's degree, History of Latin America
Wells Fargo Insurance Services February 2004 - Present
Marsh 2001 - 2004
Education
Gannon University 1997 — 2001
State College Area High School 1994 — 1997
Wells Fargo Insurance Services May 2001 - Present
Hamilton Dorsey Alston Company April 1990 - May 2001
USF&G Corp June 1979 - April 1990
Skills
Professional Liability, Liability, Risk Management, Directors & Officers..., Financial Risk, Insurance, Property & Casualty..., Mergers, Captives, Employment Practices..., D&O
Education
Georgia Institute of Technology 1975 — 1979
BS Economics, Economics
Wells Fargo Insurance Services June 2006 - Present
Arthur J. Gallagher May 1999 - May 2006
Education
Florida State University 1995 — 1999
Risk Management & Insurance, Risk Management & Insurance
Penn State University
State College Area High School
Wells Fargo Insurance Services April 2013 - September 2014
MSG Personal Lines Agency,LLC September 2007 - August 2011
Eastern Insurors LLC October 2006 - June 2007
Donnelly & Sproul, Inc. November 2003 - July 2006
M. Lichenstein Agency, LLC March 1989 - July 2003
Diocese of St. Petersburg September 1978 - June 1986
Skills
Account Management, Personal Lines Auto, Personal Lines..., Personal Lines Umbrella, Watercraft, Personal Watercraft, High Net Worth Insurance, Inland Marine, Insurance Agency..., Property & Casualty..., Umbrella Insurance, Risk Management, Casualty, Insurance, Professional Liability, Underwriting, Casualty Insurance, Commercial Insurance, General Insurance
Education
University of South Florida
Bachelor's degree, Elementary Education and Teaching
Florida State University
Elementary Education and Teaching
St. Petersburg College
Associate of Arts (AA), General Studies
Wells Fargo Insurance Services Senior Vice PresidentWells Fargo Insurance Services1991 - Present
Skills
Insurance, Underwriting, Financial Analysis, Property & Casualty...
Education
Georgia State University 1981 — 1985
MIS, Insurance
University of Iowa 1974 — 1977
Bachelor of Business Administration (BBA), Risk Managment
Wells Fargo Insurance Services July 2013 - Present
Education
Florida Southern College 1972 — 1976
Adams Elementary School
Seaholm High School
Wells Fargo Insurance Services February 2014 - Present
VCG Consultants LLC August 2012 - February 2014
Hodges-Mace Benefits Group April 2006 - July 2012
Hamilton Dorsey Alston/Wachovia Insurance Services January 1999 - April 2006
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Benefits Administration, Health Savings Accounts, Brokers, Life Insurance, Account Management, Long-term Care, Accident, COBRA, Underwriting, Claim, Term Life Insurance, ERISA, Strategic Planning, Critical Illness, 401k, Vendor Management, Defined Benefit, Human Resources, Health Care Reform, Workers Compensation, Group Insurance, Managed Care, Open Enrollment, Voluntary Employee..., Mergers & Acquisitions, Small Business, Whole Life, Employee Engagement, Fixed Annuities, Retirement, Management, Medicare, Strategy, Employee Wellness
Education
Georgia Institute of Technology - Georgia Tech College of Management 1985 — 1988
BS Mgt, Business Management with Electrical Engineering and Accounting elective courses
Georgia State University - J. Mack Robinson College of Business 1988 — 1990
Tax Law/Taxation
The Villages June 2009 - Present
Wells Fargo Insurance Services February 2007 - June 2009
Wells Fargo Insurance Services October 1993 - February 2007
Skills
General Ledger, Financial Reporting, Accounting, Financial Analysis, Budgeting, Forecasting, Financial Management, Excel
Education
Florida Atlantic University 1988 — 1989
Masters, Accounting
Northwestern University 1979 — 1983
BS, Radio-Television-Film
Wells Fargo Insurance Services December 2013 - Present
Keenan and Associates October 2011 - December 2013
Aeropostale 2005 - 2009
Skills
Employee Benefits, Benefits Administration, COBRA, FMLA, Health Insurance, Open Enrollment, Employee Relations, HRIS, Human Resources, Health Benefits..., Process Improvement
Education
Fashion Institute of Design & Merchandising
Associate of Arts (AA), Marketing/Merchandising
Wells Fargo Insurance Services January 2009 - Present
Wachovia Insurance Services January 2005 - December 2008
Education
Fairleigh Dickinson University 2000 — 2003
MBA and MS, Finance and accounting
Wells Fargo Insurance Services January 2009 - Present
Wachovia Insurance Services November 2007 - June 2009
Wachovia Insurance Services September 2002 - October 2007
Cameron M. Harris & Company June 2000 - September 2002
Central Piedmont Community College 2000 - 2001
Employers Mutual December 1998 - June 2000
Cameron M. Harris & Company February 1997 - December 1998
Vaughn Insurance Agency December 1992 - January 1997
Education
Florida State University 1983 — 1985
Bachelors
Tallahassee Community College 1981 — 1983
Associate
Maine Township High School West 1978 — 1981
Diploma
Wells Fargo Insurance Services August 2010 - April 2015
Burger King Corporation August 2009 - March 2010
Human Resource Association of Broward County 2009 - 2010
WorkForce One July 2009 - August 2009
Republic Services Inc. 1997 - May 2009
Larkin Community Hospital 1997 - 1997
Telemundo Network Inc. 1995 - 1997
FPL 1983 - 1994
Skills
Employee Benefits, Human Resources, HRIS, Benefits Administration, Employee Relations, Onboarding, Recruiting, Deferred Compensation, Leadership, Personnel Management, Analysis, Management, PeopleSoft, Payroll, Talent Acquisition, Administration, Key Account Management, Process Improvement, Hiring, Program Management, Conflict Resolution, FMLA, Vendor Management, Team Building, Time Management, Performance Management, Talent Management, Succession Planning, Client Relations, Benefits Consulting, Compliance Management, Accountable Care, Group Insurance, Client Liaison, Presentation Skills, Client Presentation, Presentation Development
Education
Florida International University 1979 — 1982
Bachelor of Science (BS)
Miami Dade College
Associate in Arts, General Education
McCampbell Consulting January 2012 - Present
Wells Fargo Insurance Services February 1973 - December 2011
Skills
Strategic Planning, Insurance Consulting, Estate Planning, Insurance, Contract Negotiation, Budgets, Series 7, Public Speaking, Team Building, Securities, Real Estate, Wealth Management, New Business Development, Commercial Lending, Retirement Planning, Mergers & Acquisitions, Risk Management, Sales Management, Retirement, Account Management, Commercial Insurance, Investments, Investment Properties, Management, Customer Service, Employee Benefits, Financial Planners, 401k
Education
Florida State University 1966 — 1970
BS-Business, Accounting
Arthur J. Gallagher & Co. July 2015 - Present
Barkley Insurance & Risk Management November 2011 - June 2015
Aflac February 2010 - November 2011
K M A, Inc. July 2009 - October 2009
Wells Fargo Insurance Services 2008 - 2009
Home January 2001 - December 2007
Aon 1989 - 2001
DSI Insurance Services 1988 - 1989
Marsh 1987 - 1988
Guardian Life Insurance 1986 - 1987
Skills
Property & Casualty..., Insurance, Underwriting, Professional Liability, Commercial Insurance, Direct Sales, Disability Insurance, General Insurance, Workers Compensation, Employee Benefits, Legal Liability, Sales, Brokers, Liability, Casualty, Management, Casualty Insurance
Education
San Jose State University 1984 — 1986
BA, Economics
Foothill College 1983 — 1985
University of Utah 1981 — 1983
Wells Fargo Insurance Services March 2008 - Present
Education
Georgia State University - J. Mack Robinson College of Business
Risk Management & Insurance
Wells Fargo Insurance Services November 1999 - Present
HRH 1996 - 1998
Skills
Property & Casualty...
Education
Polk State College 1993 — 1994
Florida Southern College 1992 — 1993
Huntington Insurance 2012 - Present
FDR Safety August 2010 - Present
Wells Fargo Insurance Services January 1989 - March 2010
Ford Motor Company February 1978 - November 1988
Skills
Safety Management...
Education
Ferris State University 1970 — 1975
BS, Environmental Health
Wells Fargo Insurance Services September 2014 - Present
Alliant Insurance Services January 2014 - September 2014
Brown and Brown Insurance September 2012 - January 2014
Brown and Brown Insurance August 2011 - September 2012
USI Connecticut September 2007 - June 2011
HD Segur Insurance February 2005 - September 2007
Travelers Insurance August 2004 - February 2005
Risk Enterprise Management April 2001 - June 2004
Johns Eastern Company June 2000 - April 2001
Skills
Professional Liability, Risk Management, Inland Marine, Legal Liability, Marketing, New Business Development, Insurance, Sales, Negotiation, Claim, Employment Practices..., Property & Casualty..., Subrogation, Underwriting
Education
Florida Southern College 1996 — 2000
Bachelor of Science, Criminology and Sociology
Wells Fargo Insurance Services 1991 - Present
Willis 1989 - 1991
Frank B. Hall & Company 1986 - 1989
Prudential Reinsurance Company 1983 - 1986
Liberty Mutual Insurance 1981 - 1983
Liberty Mutual Insurance 1980 - 1981
Skills
Risk Management, Underwriting, Commercial Insurance, Insurance, Property & Casualty..., Financial Risk, Professional Liability, Workers Compensation, Liability, Casualty, Property, General Insurance, Commercial Lines, Employment Practices..., Casualty Insurance
Education
Georgia State University 1981 — 1983
Master of Insurance, Insurance & Risk Management
Vanderbilt University 1974 — 1978
Bachelor of Arts, Business Administration
Wells Fargo Insurance Services July 2013 - Present
Campus Crest March 2013 - June 2013
TIAA-CREF May 2012 - November 2012
Shumaker, Loop & Kendrick, LLP September 2011 - May 2012
Wells Fargo Bank January 2010 - October 2011
Bobcat Company February 2008 - July 2009
Skills
Litigation Support, Bankruptcy, Legal Research, Legal Writing, Corporate Law, Employee Relations, Litigation, Employment Law, Notary Public, Corporate Governance, Negotiation, Administrative..., Contract Negotiation, Outlook, Human Resources, Estate Planning, Securities, Real Estate, Mergers, Wordperfect, Risk Management, Legal Assistance
Education
UNC Wilmington 2005 — 2005
Paralegal, Certification
Fashion Institute of Technology 1981 — 1983
Bachelors, Business Administration and Marketing
Kingsborough Community College 1978 — 1981
AAS, Business Administration
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services 2005 - 2008
Aon Risk Services 1997 - 2003
Aon Risk Services 1997 - 2003
Aon Risk Services 1997 - 2003
minet 1985 - 1997
Skills
Banking, Underwriting, Wealth Management, Insurance, Securities, Mergers & Acquisitions, Professional Liability, Risk Management, Mergers, Financial Services, Portfolio Management, Credit, Investments, Financial Risk, Capital Markets, Due Diligence, Equities, Asset Management, Strategic Financial..., Loans, Hedge Funds, Finance, Commercial Lending, Retirement Planning, Credit Analysis, Mutual Funds, Relationship Management, Mortgage Lending, Commercial Banking, Private Equity, Corporate Finance, Commercial Insurance, E&O, Risk Assessment
Education
Fairleigh Dickinson University 1977 — 1981
Bachelor Science, Business Administration and Management, General
English School In Netherlands 1973 — 1976
Wells Fargo Insurance Services June 2010 - Present
Marsh Inc. February 1991 - July 2009
Servicelink Corporation January 1990 - November 1991
Dirkes & Bundy February 1986 - January 1990
KIS Corporation July 1981 - February 1986
Skills
Business Development, Leadership, Insurance, Strategy, Brokers, Management, Financial Risk, Risk Management, Finance, Proposal Writing, Umbrella Insurance, Professional Liability, Training, Property & Casualty..., Excess, Underwriting, General Insurance, Strategic Planning, Environmental Awareness, Workers Compensation, Commercial Insurance, Sales Management, Reinsurance, Sales, Team Building, Casualty, Due Diligence, Negotiation, Claims Management, Construction, Retail, Liability
Education
Fordham University
Communications
Queens College
Communications
Rhodes Preparatory School
Columbus Public Schools November 2008 - Present
Accountemps - RHI, Inc. (staffing service) May 2008 - Present
Ohio Health, Grant/Riverside Methodist Hospitals January 2003 - Present
Wells Fargo Insurance Services September 2008 - October 2008
Zomax, Inc July 2008 - September 2008
OmniCare, Inc July 2008 - July 2008
Pearson, Inc April 2008 - May 2008
Comp Energy, Inc July 2003 - March 2008
Columbus Public Schools February 2001 - June 2004
Worthington City Schools May 2002 - October 2003
Education
Franklin University
BS, Business Management
Franklin University
Bachelor of Science, Business Management
Franklin University
Associate of Science, Business Management
RSM Holdings February 2013 - Present
Wells Fargo Insurance Services January 2011 - February 2013
Nextep December 2009 - September 2010
RSM Holdings October 2006 - December 2009
Gevity June 2001 - October 2006
Staff Leasing Inc. June 1995 - June 2001
Prudential Financial 1991 - 1995
US Navy 1984 - 1992
Education
Florida Atlantic University 2009 — 2011
BBA, Management and Marketing
Northport HS 1979 — 1979
High School, Culinary Arts/Chef Training
WellCare Health Plans July 2012 - Present
Wells Fargo Insurance Services March 1999 - January 2010
Skills
Workers Compensation, Claim, Risk Management, Training, Brokers, Vendor Management, Property & Casualty..., Commercial Insurance, Legal Liability, Casualty Insurance, Liability, Insurance, Account Management, Casualty, Claims Management, Commercial Lines, Customer Service, D, Employee Benefits, General Insurance, Litigation, Negotiation, New Business Development, Professional Liability, Property, Reinsurance, Strategic Planning
Education
Florida State University
B.S. Risk Management & Insurance, Risk Management & Insurance
Gorman Industrial Supply Company March 2014 - Present
JDW Insurance April 2009 - February 2014
Wells Fargo Insurance Services February 2006 - March 2009
Skills
Underwriting, Workers Compensation, Commercial Insurance, Insurance, Risk Management, Property & Casualty..., Legal Liability, Surety Bonds, Employment Practices..., Casualty, Health Insurance, Professional Liability, Brokers, Umbrella Insurance, Liability, Claim, Surety, General Insurance, Claims Management, Employee Benefits, Casualty Insurance
Education
University of North Texas 1997 — 2002
Bachelor of Business Administration (BBA), Finance, General
Frankin
Frankin
Franklin & Marshall College
Wells Fargo Insurance Services April 2011 - Present
Wells Fargo June 2008 - April 2011
Wells Fargo June 2005 - June 2008
Education
Florida International University - College of Business Administration 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Insurance Services January 2007 - Present
Skills
Casualty, Commercial Insurance, Disability Insurance, Property & Casualty...
Education
Fairleigh Dickinson University
Bachelor of Arts (BA), Communication, General
Keystone College
Associate of Arts (A.A.)
Wells Fargo Insurance Services November 2005 - Present
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Casualty, Employee Benefits, Risk Management, Umbrella Insurance, Health Insurance, Strategic Planning, New Business Development, Sales Management, Banking, Financial Analysis, Account Management, Credit, Loans, Sales, Marketing Strategy, Business Development, Brokers, Financial Services, Leadership, Professional Liability
Education
Gettysburg College 1991 — 1995
Shorecrest 1988 — 1991
Willis July 2015 - Present
USI Insurance Services July 2014 - July 2015
Wells Fargo Insurance Services February 2013 - June 2014
Willis July 2008 - January 2013
CBIZ February 2006 - July 2008
Skills
Employee Benefits, Insurance, Health Insurance, Employee Relations, Benefits Administration, Underwriting, Life Insurance, Brokers, Health Savings Accounts, Managed Care, Account Management, Disability Insurance, Term Life Insurance, Customer Service, Management
Education
Florida Atlantic University 2001 — 2003
BBA, Marketing
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo Insurance Services October 2005 - Present
Skills
InDesign, Commercial Insurance, Insurance, Customer Service, Microsoft Excel, Property
Education
Georgia Perimeter College
Associate's degree, Business Administration
Wells Fargo Insurance Services August 2013 - October 2014
Marsh November 2010 - August 2013
Institute for Intergovernmental Research March 2010 - August 2010
Secretary of the Florida Senate January 2009 - May 2009
Insurance Office of America March 2008 - December 2008
Skills
Risk Management, Accounting, Strategic Planning, Commercial Insurance, Property & Casualty..., Insurance, Analysis, Policy, Negotiation, Program Management, Project Management, Budgets, Financial Analysis, Contract Negotiation, Contractual Agreements, Risk Assessment, Brokers, Professional Liability
Education
Florida State University - College of Business 2009 — 2010
MBA, Master of Business Administration
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration, Risk Management and Insurance
Wells Fargo Insurance Services January 2000 - Present
Fidelity & Deposit (Zurich) October 1989 - January 2000
CIGNA 1984 - 1994
National Union Insurance Company June 1988 - September 1989
Skills
Commercial Insurance, Insurance, Property & Casualty..., Underwriting, Professional Liability, Liability, Workers Compensation, D&O, Commercial Lines, Umbrella Insurance, Health Insurance, Risk Management, Legal Liability, Casualty, Brokers, Employment Practices..., Employee Benefits, General Insurance, Claim, Financial Risk, Life Insurance, Term Life Insurance, Disability Insurance, Claims Management, Excess, Casualty Insurance
Education
Florida Community College at Jacksonville 1977 — 1980
Business
Englewood High School 1973 — 1976
Wells Fargo Insurance Services September 2012 - Present
Willis August 2002 - July 2012
AIG November 1997 - August 2002
Marsh & McLennan July 1989 - November 1997
Skills
Insurance, Workers Compensation, Health Insurance, Claim, Property & Casualty..., Employee Benefits, Risk Management, Commercial Insurance, Casualty, Professional Liability, Brokers, Claims Management
Education
Fordham University 1996 — 2000
MSW, Clinical Social Work
St. John's University - NY
Wells Fargo Insurance Services January 2015 - Present
Customer of Wine Road wineries 2001 - 2015
Customer of Wine Road wineries 2001 - 2015
Community and Family Service Agency (dba WCCS) August 2012 - December 2014
Community and Family Service Agency (dba WCCS) 2009 - August 2012
Community Support Network 2008 - 2009
Committee on the Shelterless 2006 - 2009
Nelson Staffing 2005 - 2006
St. Anthony Foundation 1996 - 2006
Skills
Interviews, Talent Acquisition, Coaching, Sourcing, Human Resources, Training, Recruitments, Talent Management, Career Development, Employee Relations, Recruiting, Workshop Facilitation, New Hire Orientations, Career Counseling, Employee Benefits, Demonstrated..., Assess critical..., Implement and maintain..., Employee Wellness, Safety Management..., Conflict Resolution, Workforce Planning, Onboarding, Employee Training, Benefits Administration, Job Fairs, Succession Planning, Organizational..., Employee Engagement, HRIS, Temporary Placement, HR Policies, Hiring, Performance Management, Job Descriptions, Employment Law, Personnel Management, Screening Resumes, Leadership Development, FMLA, Technical Recruiting, Volunteer Management, Employer Branding, Direct Sales, Database Administration, Marketing, Strategic Planning, Public Speaking
Education
Golden Gate University
Master's degree, Public Administration
San Francisco State University
Bachelor's degree, Social Work
Santa Rosa Junior College
Certificate, Human Resources Management/Personnel Administration, General
salesforce.com June 2013 - Present
Visa July 2010 - May 2013
Visa March 2009 - July 2010
Wells Fargo Insurance Services January 2008 - March 2009
ABD Insurance Services February 2006 - January 2008
ABD Insurance Services December 2003 - February 2006
Pencomp, Inc August 2001 - December 2003
Russell A. Rosensteel, CPA June 2000 - August 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, 10 Key, 40 WPM, Oracle Financial, Quicken, Sagitta, Lotus, AS-400
Education
Golden Gate University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Golden Gate University
Bachelor of Business Administration, Management
Heald College-San Francisco 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Accounting
Wells Fargo Insurance Services 2010 - Present
Hucik & Company 1982 - 2010
Marsh & McLennan Companies, Inc. 1974 - 1982
Skills
Construction Surety...
Education
Golden Gate University 1972 — 1975
Master of Business Administration (MBA), Business Administration and Management, General
Wells Fargo Insurance Services March 2006 - Present
Education
Georgia Institute of Technology 1994 — 1999
Bachelor of Science, Textile Engineering
Frenkel & Company December 2013 - Present
Wells Fargo Insurance Services 2006 - 2012
Willis April 1995 - September 2006
Alexander & Alexander (now Aon) November 1980 - April 1995
Skills
Commercial Insurance, Insurance, Casualty, Underwriting, Professional Liability, Brokers, Liability, Workers Compensation, Employment Practices..., D&O, Client Service Oriented, Legal Liability, Risk Management, Casualty Insurance
Education
College of Insurance (St. John's)
Fordham University
Bachelor of Arts (BA)
WVUHealthcare 2011 - Present
Wells Fargo Insurance Services June 1998 - September 2011
Skills
SQL, Data Analysis, Visio, SAS, SDLC, Access, Requirements Gathering, SSRS, SSIS, Data Warehousing
Education
Glenville State College
Wells Fargo Insurance Services May 2001 - Present
Acordia January 1995 - May 2001
USI Cincinnati September 1989 - January 1995
Education
Gonzaga University
Holy Names Academy High School
Wells Fargo Insurance Services February 2009 - Present
Nat Aeration February 2000 - December 2008
Education
Gonzaga University 1987 — 1991
Wells Fargo Insurance Services August 2013 - Present
Alan B. Edwards Insurance Agency January 2011 - March 2013
Langford Insurance Agency August 2004 - July 2010
Skills
Insurance, Property & Casualty..., Health Insurance, Commercial Insurance, Underwriting, Employee Benefits, General Insurance, Claim, Liability, Brokers, Casualty, Professional Liability, Commercial Lines, Life Insurance
Education
Florida International University - College of Business Administration 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
Miami Dade College 2004 — 2006
Associate of Arts (AA), Business Administration and Management, General
Peachtree Special Risk Brokers, LLC April 2013 - Present
Snellings Walters Insurance Agency January 2010 - November 2012
Wells Fargo Insurance Services January 2008 - January 2010
Education
Georgia State University
Risk Management & Insurance