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
TriMountain Corporation May 2013 - Present
Wells Fargo Insurance Services June 2005 - November 2012
Liberty Mutual Insurance September 1997 - June 2005
Skills
Risk Management, New Business Development, Commercial Insurance, Professional Liability, Underwriting, Credit, Negotiation, Leadership, Financial Analysis, Legal Liability, Mergers & Acquisitions, General Insurance, Workers Compensation, Management, Employee Benefits, Executive Management, Consulting, Sales
Education
The University of Dallas 2000 — 2003
Master of Business Administration, E-Commerce
Northeastern University 1985 — 1989
BS, Political Science
Belle Fleur New York January 2014 - Present
Wells Fargo Insurance Services July 2012 - January 2014
TEAM Enterprises August 2011 - May 2012
Easter Seals Central Pennsylvania February 2011 - July 2011
Penn State University September 2010 - December 2010
Blair County Convention Center June 2009 - July 2009
Skills
Event Planning, Economics, Public Speaking, Marketing
Education
Penn State University 2008 — 2012
BA, Communication Arts & Sciences
Lockton Companies September 2013 - Present
Wells Fargo Insurance Services July 2011 - September 2013
Wells Fargo Advisors May 2008 - August 2010
Skills
Employee Benefits, Healthcare Consulting, Health Insurance, Underwriting, Health Care Reform, Disability Insurance, Health Savings Accounts, Employee Wellness..., Life Insurance
Education
Penn State University 2007 — 2011
Health Policy Administration
Wells Fargo Home Mortgage October 2013 - Present
Caesarstone US December 2011 - October 2013
Wells Fargo Insurance Services April 2009 - November 2011
OU Medical Center October 2006 - January 2009
Perry Publishing & Broadcasting August 2000 - September 2006
Skills
Social Media, Event Planning, Marketing, Marketing Communications, Public Relations, Marketing Strategy, Press Releases, Customer Service, Microsoft Office, Event Management, Strategic Planning, Public Speaking, Social Media Marketing, Training, Advertising
Education
Oklahoma State University 1997 — 2001
Journalism
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
ABD Insurance and Financial Services October 2002 - 2008
Skills
Property & Casualty..., Commercial Insurance, Insurance, Liability, Workers Compensation, Brokers, Professional Liability, Casualty, General Insurance, Risk Management, Commercial Lines, Claim, Legal Liability
Education
Notre Dame de Namur University 2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, Summa Cum Laude
Wells Fargo Insurance Services September 2015 - Present
Morris and Reynolds Insurance July 2013 - Present
Tanenbaum Harber of Florida December 2007 - April 2010
Seitlin September 2003 - December 2007
Preferred Employers Group, Inc. October 1997 - September 2003
Amerinsurance 1993 - 1997
Skills
Insurance, Claims Management, Coverage Analysis, Underwriting, New Business Development, Analysis, Leadership, Risk Management, Claim, Human Resources, Marketing, Training, Management, Customer Service, Workers Compensation, Sales, Casualty, Team Leadership
Education
Nova Southeastern University 1999 — 2002
BS, Professional Management
Insure Forward August 2012 - Present
Wells Fargo Insurance Services July 2011 - July 2012
Skills
Commercial Insurance, Workers Compensation, Property & Casualty..., Personal Insurance, Communication, Professional Liability, Underwriting, Legal Liability, Insurance, Umbrella Insurance
Education
North Dakota State University 2006 — 2011
Bachelor of Science (B.S.), Management Communications
Sterling Risk Advisors, Inc. June 2015 - Present
David Chambleee State Farm Agency March 2014 - June 2015
Wells Fargo Insurance Services April 2008 - February 2014
Liberty Mutual Insurance December 2001 - March 2008
United Airlines/USAIR/Continental Airlines December 1981 - June 1991
Skills
Client-focused, Asset Protection, Close Attention to..., Superior Client Service, Insurance, Sales, Life Insurance, Selling, Financial Risk, Property & Casualty..., Account Management, Workers Compensation, Claim, Employee Benefits, Asset Allocation, Fixed Annuities, Integrity, Personal Finance, Accountability, Building Relationships, IRAs, Mergers & Acquisitions, Result Oriented, 401k, Client Services, Health Insurance
Education
University of Central Florida
Business Administration/Major in Marketing
Keane College
Northeastern University
American College
LUTC
Wells Fargo Insurance Services September 2015 - Present
Oregon Realty Co. May 2015 - Present
Durham & Bates November 2004 - October 2014
Education
Northwest Christian University 2000 — 2002
BA, Business Management
The Promotional Edge May 2013 - Present
Nielsen January 2012 - April 2013
IMG May 2010 - May 2011
The Chicago Blackhawks April 2010 - August 2010
Wells Fargo Insurance Services December 2007 - March 2010
Harlan J. Berk, LTD June 2003 - November 2007
Skills
Event Planning, Event Management, Event Marketing, Project Planning, MS Office Suite, Adobe Creative Suite, Customer Relations, Travel Management, Organizational Behavior, Sports Marketing, Marketing Strategy, Customer Service, Microsoft Office, Management, Integrated Marketing, Sales, Account Management, Sponsorship
Education
San Diego State University 2011 — 2012
MBA, Sports Business
Northwestern University 2006 — 2010
Bachelors, Psychology
The Fedeli Group August 2013 - Present
Wells Fargo Insurance Services August 1987 - August 2013
Skills
Complex Risk Management..., Financial Risk, Real Estate, Risk Management, Insurance, Mining, Underwriting, Employee Benefits, Leadership, Management, Program Management, Property & Casualty..., Commercial Insurance, Mergers & Acquisitions, Accounting, Workers Compensation, Brokers, Financial Analysis, General Insurance, Liability, Mergers, Strategic Planning
Education
Ohio Northern University
Bachelor's Degree, Accounting
Highland Hospital Foundation Inc. April 2014 - Present
Wells Fargo Insurance Services June 2011 - April 2014
Commercial Insurance Services February 2003 - May 2011
US Congresswoman Shelley Moore Capito February 2001 - October 2002
Skills
Professional Liability, Workers Compensation, Event Planning, Casualty, Fundraising, Event Management, Non-profits, Insurance, New Business Development, Microsoft Office, Microsoft Word, Legal Liability, Marketing, Property, Nonprofits, Customer Service, Leadership, Strategic Planning
Education
Nova Southeastern University 1998 — 2000
Master of Physical Therapy, Physical Therapy/Therapist
Ohio University 1994 — 1998
Bachelor of Science, Exercise Physiology
Wells Fargo Insurance Services January 2014 - Present
Aon Risk Solutions 2007 - December 2013
Keenan and Associates 2003 - 2008
NORCAL Mutual Insurance Company 1996 - 2003
Skills
Underwriting, Management, Risk Management, Insurance, Financial Risk, Brokers, Mergers & Acquisitions, Financial Analysis, Professional Liability, Reinsurance, Liability, Property & Casualty..., Enterprise Risk..., Commercial Insurance, Strategic Planning, General Insurance, D&O, Claims Management, Legal Liability, Workers Compensation, Disability Insurance, Claim, Due Diligence, Casualty, Commercial Lines, Risk Assessment, Executive Management, Finance, Employee Benefits, Business Analysis, Health Insurance, Long-term Care, Captives
Education
Pepperdine University 1986 — 1989
MBA
University of California, Los Angeles 1984 — 1986
Finance
Alaska Aviation Accademy 1980 — 1983
ATR, Aviation / Flight Training
Washington State University
BS, Business and Engineering
100 and Infinity March 2012 - Present
ACN 2012 - Present
Wells Fargo Insurance Services September 2005 - November 2011
Ladd's Insurance Agency October 2000 - June 2004
Skills
Creative Direction, Sales Operations, Microsoft Office 2007, Microsoft Office 2003, Sagitta AMS, Microsoft Office 2010, Marketing Management, Virtual Assistance, Windows Vista, Social Networking, Office 2010, Customer Service, Analysis, Team Building, Team Leadership, Microsoft Excel, Strategic Planning, Access, Budgets, Time Management, Entrepreneurship, Outlook, Marketing, Customer Retention, Negotiation, Public Speaking, Teamwork, Leadership, Training, New Business Development, Telecommunications, Direct Sales, Small Business, Insurance
Education
Onondaga Community College 1997 — 1997
P&C Agent/Broker, Property & Casualty Insurance
Belleville-Henderson CS 1984 — 1987
HS, Computer, Business, Keyboarding, Public Speaking
Wells Fargo Insurance Services July 2015 - Present
Xerox January 2013 - July 2015
Teleflex Medical July 2008 - August 2012
Dominion Realty Partners May 2006 - November 2007
Penn-Florida Companies January 2005 - May 2006
CareersUSA April 2004 - January 2005
Premier Estate Properties March 2002 - December 2003
Skills
Customer Service, Human Resources, Software Documentation, Microsoft Excel, Accounts Payable, Employee Benefits, Interviews, Invoicing, Management, Marketing, Medical Devices, Microsoft Office, Process Improvement, Program Management, Research, Sales, Training
Education
Nassau Community College 1996 — 1998
Associates
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services August 2011 - May 2014
First International Insurance January 2011 - July 2011
Wells Fargo Financial June 2010 - September 2010
Skills
Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Underwriting, Liability, General Insurance, Commercial Lines, Casualty, Umbrella Insurance, Professional Liability, Employment Practices..., Legal Liability, Brokers, Customer Service, Risk Management
Education
North Dakota State University 2005 — 2010
Bachelor of Science (B.S.), Business Administration
Fish & Richardson P.C. March 2015 - Present
Wells Fargo April 2013 - March 2015
Wells Fargo April 2012 - April 2013
Wells Fargo Business Payroll Services August 2011 - April 2012
Wells Fargo Insurance Services June 2009 - July 2011
Skills
Customer Service, Leadership, Training, Sales, Social Networking, Microsoft Office, Time Management, Microsoft Word, Public Speaking, Public Relations, Social Media, Microsoft Excel, Social Media Marketing, Marketing, PowerPoint, Team Building, Marketing Communications, Event Planning, Account Management, Project Management, Strategic Planning, Advertising, Insurance, Team Leadership, New Business Development, Customer Satisfaction, Market Research, Retail, Payroll Services, Analysis, Payroll Taxes, Sales Management, Multi-state Payroll..., Inventory Management, Leadership Development, Ultipro, Elite Webview, Gardening, Landscaping, Creative Writing, Spanish
Education
University of Northwestern - Saint Paul 2006 — 2009
B.A., Communication Studies
Normandale Community College 2004 — 2006
A.A., Psychology, Spanish
Cor-tech/Liberty Mutual Insurance 2013 - 2014
Weis Markets February 2006 - June 2013
Wells Fargo Insurance Services September 1999 - February 2006
Skills
Microsoft Office, Mailroom Operations, File clerk, Mail Machines, Office Equipment..., Microsoft Windows, Spreadsheet development, Inventory systems
Education
Northampton Community College 2007 — 2009
sussex county vo-tech 1985 — 1986
high school diploma
Northcentral University September 2013 - Present
Telecom Consulting Associates September 2012 - August 2014
Wells Fargo Insurance Services April 2012 - September 2012
Community Bank, Ramstein Air Base, Germany April 2010 - December 2011
Community Bank, Ramstein Air Base, Germany November 2007 - March 2010
United States Air Force September 2000 - April 2005
Skills
Couples Work, Individual Counselling, Family Therapy, Treatment Planning, Therapeutic Listening, Interagency Coordination, Records Management, Customer Service, General Ledger, Finance, Bank Reconciliation, Account Reconciliation, Journal Entries, 10 Key, QuickBooks, Peachtree, Collections, Loans, Cash Management
Education
Northcentral University 2013 — 2016
Master's Degree, Marriage and Family Therapy/Counseling, 4.0
University of Maryland University College European Division 2006 — 2012
Bachelor of Science (B.S.), Accounting
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services July 2002 - May 2014
Skills
Employee Benefits, Underwriting, Insurance, Risk Management, Strategic Planning, Health Insurance, Customer Service, Life Insurance, Disability Insurance, Leadership, Benefits Administration, Relationship Management, HRIS, Workers Compensation, Banking, Credit, Employee Relations, Health Savings Accounts, Loans, Brokers, COBRA, FMLA, Property & Casualty..., Term Life Insurance, Claim, Commercial Insurance, Long-term Care, Medicare, Fixed Annuities, General Insurance
Education
Old Dominion University 1989 — 1995
Bachelor of Business Administration (BBA), Human Resources Management and Services
Wells Fargo Insurance Services July 2011 - Present
Skills
Commercial Lines...
Education
North Dakota State University
RT Specialty June 2012 - Present
Wells Fargo Insurance Services June 2007 - May 2012
Willis 2002 - 2007
Near North Insurance Brokerage 1995 - 2002
Skills
Leadership, Management, Property
Education
Northern Illinois University 1982 — 1986
Bachelor's Degree, Finance and Financial Management / Minor in Psychology
Wells Fargo Insurance Services January 2014 - Present
Wells Fargo Insurance Services May 2008 - January 2014
Mansfield First Assembly 2000 - 2008
Abundant Life Tabernacle Church 1996 - 2000
Education
North Central State College
Wells Fargo Insurance Services September 2013 - Present
BWT Risk Advisors, LLC January 2009 - September 2013
Love, Douglas, & Pope 2003 - 2006
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Umbrella Insurance, Legal Liability, Workers Compensation, Microsoft Excel, Casualty, Commercial Lines, Insurance, Liability, Employment Practices..., Inland Marine, General Insurance, D&O, Brokers, Underwriting, Liability Analysis, Excess, Claim, Claims Management, Health Insurance, Homeowners, Employee Benefits, Life Insurance, Risk Management, Property, Account Management, Health Savings Accounts, Directors & Officers..., Insurance Brokerage, Casualty Insurance
Education
Oral Roberts University 2000 — 2002
Bachelor of Applied Science (B.A.Sc.), International Business
Concepcion Paraguay 1999 — 2000
Missions Abroad
Santa Fe Community College 1998 — 1999
Mercer April 2015 - Present
Mercer January 2014 - Present
Wells Fargo Insurance Services July 2011 - January 2014
Invo HealthCare Associates, Inc. May 2010 - June 2011
Skills
Employee Benefits, Excel, Access, Word, Microsoft Office, Microsoft Excel, Health Insurance, Outlook, Insurance, Customer Service, Data Entry, Benefits Administration
Education
University of Pennsylvania - The Wharton School
Compensation management specialist
Penn State University 2007 — 2011
Bachelor of Science, Health Administration
University of Pennsylvania - The Wharton School 2011 — 2012
Group Benefits Associate
Verterra Insurance Company January 2015 - Present
University of Georgia July 2014 - Present
M. Scott Polley, ARM Consulting Services October 2013 - Present
The Mahoney Group 2013 - October 2013
Wells Fargo Insurance Services 2007 - 2012
Allied North America 2004 - June 2007
Marsh & McLennan 2000 - 2003
University of Georgia 1999 - 2000
Marsh & McLennan 1994 - 2000
Continental Insurance Company 1993 - 1994
Skills
Underwriting, Commercial Insurance, Insurance, Property & Casualty..., Brokers, Professional Liability, Casualty, Risk Management, Liability, Legal Liability, Workers Compensation, New Business Development, Leadership, Health Insurance, Reinsurance, Employment Practices..., D&O, Inland Marine, Commercial Lines, Umbrella Insurance, Strategic Planning, Consultative Selling..., Property, Marketing, Client Development, Client Retention..., Leadership Development, Salesforce.com, TAM, Sagitta, Training, Development Of Employees, Sales, Employee Benefits, CRM, Casualty Insurance, Excess, Life Insurance, General Insurance
Education
North Carolina Wesleyan College
BS, Education
Wells Fargo Insurance Services Commercial Lines ManagerWells Fargo Insurance Services1979 - 2015
Wells Fargo Insurance Services 1979 - 2015
Skills
Liability, Commercial Insurance, Insurance, Underwriting, Workers Compensation, Property & Casualty..., Professional Liability
Education
Normandale Community College
Associates of Arts, Marketing and Management
Labrynth Productions February 2010 - Present
Kelly Services September 2008 - Present
Business Bridges February 2010 - August 2010
Wells Fargo Insurance Services August 2002 - November 2008
Swett & Crawford November 2000 - August 2002
Aon Risk Solutions August 1998 - November 2000
Education
Northcentral University 2011 — 2012
MAPSY, Health Psychology
Northcentral University 2007 — 2010
BAPSY, Psychology
Wells Fargo Insurance Services January 2008 - Present
Skills
Insurance, Risk Management, Underwriting, Commercial Insurance, Property & Casualty..., Professional Liability, Brokers, D&O, Executive Management
Education
Insurance Institute of America
CPCU, ARM
Occidental College
BA, Political Science
SDHS
SDHS
SDHS
San Diego High
San Diego High
San Diego High
Wells Fargo Insurance Services April 2013 - Present
Wells Fargo January 2009 - April 2013
Wachovia November 2008 - December 2008
Wachovia Securities, LLC November 2006 - October 2008
Accenture 1998 - 2006
NationsBank 1996 - 1998
NationsBank 1994 - 1996
Skills
Project Management, Asset Management, Process Improvement, Vendor Management, Banking, Financial Analysis, SDLC, Program Management, Business Analysis, Relationship Management, Finance, Management Consulting, Change Management, Analysis, Management, Team Building, Budgets, Financial Reporting, Accounting, Team Leadership
Education
North Carolina Agricultural and Technical State University
BS, Accounting
The University of Texas at Austin
MBA, Finance
TRISTAR Insurance Group April 2012 - March 2014
Risk Enterprise Management September 2004 - April 2012
Wells Fargo Insurance Services March 2002 - August 2004
AFC Enterprises May 2000 - November 2001
GAB Robins February 1996 - May 2000
AFC Enterprises March 1994 - February 1996
Skills
Claim Investigation, Risk Management, Client Services, Property & Casualty..., Workers Compensation, Process Improvement, Risk Analytics, Professional Liability, Claims Management, Claim, Problem Solving, Account Management, Commercial Lines, Reinsurance, Enterprise Risk..., Litigation Management, Commercial Insurance, Liability Analysis, Management
Education
Oglethorpe University
BA, Economics
Life Learning Center July 2015 - Present
Hagan Enterprises December 2014 - June 2015
Private October 2012 - December 2014
Bryan College July 2011 - April 2012
Armstrong & Associates Insurance Services April 2010 - July 2011
Wells Fargo Insurance Services May 2007 - April 2010
Skills
Higher Education, Student Affairs, Educational Leadership, Admissions, Training, Adult Education, Resume Writing, Distance Learning, Academia, Staff Development, Tutoring, Curriculum Development, Public Speaking, Community Outreach, Enrollment Management, Program Development, Management, Customer Service
Education
The Life Learning Center 2014 — 2015
Life Development
Northern Kentucky University 2002 — 2006
Bachelor of Arts, English Literature
Covington Latin School 1998 — 2002
Wells Fargo Insurance Services November 2014 - Present
State Farm October 2013 - October 2014
Pete Robinson Insurance Agency November 2012 - October 2013
The University of Texas at Arlington August 2013 - September 2013
Quayum Securities June 2009 - January 2011
Quayum Securities June 2009 - August 2009
Standard Chartered Bank January 2009 - April 2009
Skills
Insurance, Customer Service, Health Insurance, Property & Casualty..., General Insurance, Claim, Underwriting, Commercial Insurance, Microsoft Office, Microsoft Excel, Customer Satisfaction, Management, Banking, Business Analysis, Business Development, Customer Service..., HRIS, Team Management, Leadership, Marketing, Microsoft Word, PowerPoint, Casualty Insurance, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Long-term Care, Umbrella Insurance, Homeowners, Legal Liability, Liability, Disability Insurance, Professional Liability, Workers Compensation, Sales, Business Strategy
Education
The University of Texas at Arlington 2012 — 2014
Masters in Business Adminstration, Business Administration and Management, General
North South University 2004 — 2008
Bachelor's Degree, Business Administration, Management and Operations
Liberty Mutual Insurance January 2015 - Present
Wells Fargo Insurance Services March 2014 - January 2015
Wells Fargo Insurance Services July 2012 - March 2014
Wells Fargo Insurance Services May 2011 - August 2011
Carluccio Greco & Marchese June 2006 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Outlook, Customer Service, Analysis, Risk Management, Research, Underwriting, Commercial Insurance, General Insurance
Education
Penn State University 2008 — 2012
B.S. Marketing, Business Law & Psychology minors
Epic Intermediaries April 2015 - Present
Wells Fargo Insurance Services April 2013 - April 2015
American Red Cross November 2010 - February 2013
KCI Insurance Grp. April 2008 - November 2010
Hub International April 2004 - April 2008
Marsh January 1988 - April 2004
Skills
Insurance, Top- line revenue..., Microsoft Office, Management, Sales, Leadership, Training, Change Management, Operations Management, Public Speaking, Logistics, Sales Operations, Recruiting, New Business Development, CRM, Business Development, Risk Management, Customer Service, Negotiation, Team Building, Strategic Planning, Account Management, Marketing, Strategy, Business Planning, Coaching, Budgets, Contract Negotiation, Marketing Strategy, Sales Management
Education
New Jersey City University
BS/ Marketing
Lockton Companies June 2013 - Present
Wells Fargo Insurance Services May 1998 - June 2013
Willis May 1993 - May 1998
Skills
Property & Casualty..., Commercial Insurance, Brokers, Casualty, Liability, Workers Compensation, Risk Management, D, Employee Benefits, Employment Practices..., Insurance, Legal Liability, Professional Liability, Captives
Education
New England College of Business and Finance
Financial Services
NationAir Aviation January 2009 - Present
Frank Crystal January 2007 - December 2008
Wells Fargo Insurance Services December 1997 - 2007
United States Marine Corps January 1981 - September 1984
Skills
Aviation, Helicopters, Airports, Human Factors, Charter, Flight Planning, CFI, Flight Test, Private Pilot, Military Operations, Aviation Insurance, Business Aviation, Instrument Rating, General Aviation, Aeronautics, Military, Ground Instructor, Crew Resource Management, Flight Training, Avionics, Civil Aviation, Airworthiness, Military Experience, Military Aviation, Safety Management..., Maintenance & Repair, Aircraft Leasing, Security Clearance, UAV, Helicopter Operations, Type Rating, Private Aviation, Aircraft Systems, Multi-engine, Aircraft Finance
Education
Oregon State University
Bachelor of Science (BS), Science with Business Minor
PNC June 2015 - August 2015
Chase September 2014 - February 2015
Wells Fargo Insurance Services June 2014 - August 2014
Close to the Customer Project September 2012 - June 2014
Oregon State Investment Group October 2012 - October 2013
Kruue College Entertainment Label July 2012 - July 2013
Workshops for Youth and Families January 2010 - August 2012
City of Scottsdale February 2011 - April 2011
Skills
Investments, Financial Research, Market Research, Marketing, Social Media Marketing, Computer Program, Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, Coaching, Non-profits
Education
Oregon State University 2011 — 2016
Bachelor's Degree, Accounting and Finance, Sophomore
Rich Haynie Insurance 2010 - Present
Commonwealth Insurance Company June 2004 - March 2009
Wells Fargo Insurance Services June 2001 - July 2004
Education
North Seattle College 2009 — 2010
Certificate, Computerized Accounting Certificate
Insurance Institute of America
Tolman & Wiker Insurance Services, LLC (formerly TWIW) August 2012 - Present
Wells Fargo Insurance January 2012 - August 2012
Wells Fargo Insurance Services July 1999 - January 2012
Truex Insurance Agency June 1994 - June 1999
Daugherty & Co January 1987 - June 1994
The Interpublic Group of Companies October 1984 - October 1987
Los Angeles Olympic Organizing Committee March 1984 - August 1984
Skills
Employee Benefits, Leadership, Strategic Planning, Property & Casualty..., Team Building, M&A experience, Business Development, Strategic Partnerships, Insurance, Coaching, Marketing, Commercial Insurance, Risk Management, Strategy, Workers Compensation, Mergers & Acquisitions, Sales, Finance, Customer Retention, Management, Sales Operations, Underwriting
Education
Wharton School of Business
Graduate, Executive Leadership Program
New York University
Graduate, Executive Leadership Program
University of California, Santa Barbara
B.A., Sociology
RBA Consulting October 2009 - Present
Best Buy 2013 - 2013
Ceridian 2010 - 2010
DCIP, LLC. 2009 - 2010
Digineer May 2006 - September 2009
CHS April 2009 - August 2009
Ramsey County May 2007 - February 2009
Lighthouse1 June 2006 - May 2007
BORN August 1995 - May 2006
Wells Fargo Insurance Services August 2005 - April 2006
Skills
BizTalk, WCF, TFS, Microsoft SQL Server, T-SQL, SSIS, SOA, .NET, SharePoint, Business Intelligence, EAI, C#
Education
University of Minnesota-Twin Cities 1990 — 1992
MS, Computer Science (not completed)
North Dakota State University 1971 — 1975
BS, Electrical Engineering
Wells Fargo Insurance Services Vice President ConsultantMarsh & McLennan Companies, Inc.1999 - 2004
BCBSNC 1996 - 2001
Aetna 1990 - 1996
Skills
Health Insurance..., Affordable Care Act, Health Insurance, Licensed Life & Health..., Voluntary Employee..., Employee Wellness..., Employee Benefits Design, COBRA, ERISA, Employee Benefits, 401k, Leadership, Life Insurance, Strategic Planning, Health Savings Accounts, Brokers, Underwriting, Disability Insurance
Education
North Carolina State University 1985 — 1989
Economics, Business/Managerial Economics
Wells Fargo Insurance Services May 2015 - Present
Pasadena City College September 2013 - May 2014
Pasadena City College September 2012 - May 2013
Legacy Full Circle Financial & Insurance Services June 2012 - May 2013
Skills
Community Outreach, Event Planning, Spanish, Student Government, Legal Research, Fundraising, Social Networking, Commercial Insurance, Financial Services
Education
University of California, Berkeley 2014 — 2016
Political Economy
Pasadena City College 2011 — 2014
Political Science and Government
European Study Association 2013 — 2013
French Language and Culture in Paris, France
Wells Fargo Securities January 2014 - Present
Law Offices of Fellom & Solorio July 2013 - November 2014
contract January 2011 - June 2013
Walmart December 2012 - January 2013
Catholic Charities of the Archdiocese of Galveston-Houston 2011 - 2013
Wells Fargo Insurance Services November 2012 - November 2012
Anadarko Petroleum October 2012 - October 2012
BP January 2011 - June 2012
LexisNexis February 2007 - January 2011
The Steele Foundation 2009 - 2010
Skills
Employment Law, Legal Research, Research, Negotiation, Microsoft Office, Analysis, Risk Management, Risk Assessment, Litigation Support, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Legal Writing, Document Review, Corporate Law, Immigration Law, Westlaw, Editing, Lexis, Visas, Civil Litigation, Criminal Law, Courts, International Law, Mediation, Vegetarian Cooking, Trials
Education
Northeastern University School of Law 2002 — 2005
Doctor of Law (J.D.)
Wellesley College 1998 — 2002
Bachelor's degree, International Relations and Spanish
Brown & Brown September 2014 - Present
Reynolds Insurance April 2012 - September 2014
Great Southwest Council, BSA 2000 - 2014
Wells Fargo Insurance Services January 2007 - April 2012
Farm Bureau Financial Services June 2002 - December 2006
Milestones Photography, LLC June 1999 - November 2002
Family Portraits, Inc November 1995 - June 1999
Skills
Property & Casualty..., Commercial Insurance, Insurance, Professional Liability, Surety Bonds, Umbrella Insurance, Small Business, Liability, Inland Marine, Commercial Lines, Disability Insurance, Risk Management, Casualty Insurance, Casualty, Licensed Property &..., General Insurance, Workers Compensation, Employment Practices..., Brokers, Management, Strategic Planning, Homeowners, Health Insurance, New Business Development, Social Media Marketing, Public Speaking, Legal Liability, Sales, Whole Life, Personal Auto, Customer Satisfaction, Life Insurance, Customer Retention, Business Continuity..., Insurance Planning, Business Insurance, Personal Insurance, Whole Life Insurance, Buy Sell Insurance, Workman's Compensation, Employer's Liability, Contract Bonds, Contractor's Insurance, Business Consulting, Marketing Strategy, Consulting, HR Consulting, Contractual Risk..., Loss Mitigation, SWOT analysis
Education
National American University 2010 — 2012
M.B.A, Business Administration and Management, General
National American University 2003 — 2006
Bachelor's of Science, Business Administration
Hope High 1987 — 1990
High School Diploma, Advanced Placement
Wells Fargo Insurance Services March 2014 - Present
Noridian Mutual Insurance June 2011 - March 2014
Noridian Mutual Insurance April 2007 - June 2011
Ventus Energy Systems 2004 - 2007
MeritCare Health System 1999 - 2003
The Salvation Army January 1994 - January 1998
Skills
Customer Service, Strategic Planning, Public Relations, Social Media, Word, Budget Management, Public Speaking, Project Management, Marketing Concepts, Research Analysis, Sales & Retention, Teamwork, written communication..., Critical Thinking, Creative Problem Solving, Organizational..., Document Management, Training Skills, Conflict Resolution, Staff Management, Marketing, Human Resources, Insurance, Time Management, Employee Benefits, Sales, Leadership, Training, Research, Problem Solving, Budgets
Education
University of Phoenix 2009 — 2011
Bachelor of Science, Business/Marketing, 3.10
Interstate Business College 1987 — 1989
Associates of Arts, Business/Accounting
North Dakota State University 1986 — 1987
Business Administration and Management, General
Fargo North High School 1982 — 1986
Holy Spirit
Wells Fargo Insurance Services 2010 - 2011
Darnell Noble & Lord Company June 2004 - July 2008
Seabury & Smith/ Marsh December 1997 - November 2004
Education
Ohio University
BBA, Management/personnel
Wells Fargo Insurance Services April 1997 - Present
Southern General Agency January 1992 - April 1997
Skills
Insurance, Program Management, Underwriting, Professional Liability, Negotiation, Commercial Insurance, Property & Casualty..., Customer Satisfaction
Education
Northern Kentucky University
Western Kentucky University
Anthony Cole Training Group June 2007 - Present
Wells Fargo Insurance Services September 2004 - June 2007
USI Insurance Services March 1998 - September 2004
Skills
Insurance, Strategic Planning, Sales Management, Financial Institutions, New Business Development, Sales Presentations, Business Strategy, Sales, Account Management, Salesforce Training, Business Development, Coaching, Leadership, Contract Negotiation, Training, Sales Process, Selling, Strategy, Consulting, Leadership Development, Solution Selling, CRM, Executive Management, Sales Leadership..., Lead Generation, Business Planning
Education
Ohio Northern University 1983 — 1987
BSBA, Management & Marketing
Brown & Brown Inc. May 2014 - Present
Wells Fargo Insurance Services September 2011 - May 2014
AIS Benefit Concepts July 1997 - September 2011
Skills
Underwriting, Public Speaking, Insurance, Customer Service, Employee Benefits, Account Management, Property & Casualty..., Health Insurance, Brokers, Commercial Insurance, Health Savings Accounts, Leadership, Liability, Life Insurance, Professional Liability, Risk Management, Strategic Planning, Sales, Term Life Insurance, Training
Education
Strayer University-Maryland 2007 — 2010
MBA, Human Resources
Northern Kentucky University 1992 — 1996
BS, Political Science
Wells Fargo Insurance Services June 2014 - Present
STATE FARM JOHN ARENS AGENCY January 2014 - June 2014
American Agency January 2011 - March 2013
Sacred Heart Catholic School September 2010 - February 2011
Advance Insurance Agency September 2002 - March 2010
Personal and Commercial Lines January 1998 - January 2001
Personal Lines January 1998 - January 2001
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Insurance, Underwriting, Workers Compensation, Customer Service, New Business Development, Marketing, Sales, Umbrella Insurance, Commercial Lines, Term Life Insurance, Sales Management, Casualty, Health Insurance, Professional Liability
Education
Noth Hennepin community college 1987 — 1989
legal field
North Hennepin Community College 1986 — 1989
Para-Legal
Strategic Risk Solutions July 2012 - Present
Wells Fargo Insurance Services 2011 - July 2012
RMTS, LLC January 2009 - December 2010
RMTS, LLC June 2000 - December 2010
RMTS, LLC June 2000 - December 2008
Skills
Employee Benefits, Medical Stop Loss, Compliance, Medical Loss Ratio..., Quota Share and Excess..., Vendor Relations, Premium Reconciliations, Marketing, Claims Analysis, Captive Administration, Licensed Life &..., Insurance Plan Design, Loss Reserve Studies, Health Care Reform..., Analysis, Insurance, Reinsurance, Legal Liability, Professional Liability, Healthcare, Underwriting, Property & Casualty..., Commercial Insurance, Liability, Life Insurance, Disability Insurance, Financial Risk, Account Management, Negotiation, Finance, Brokers, Captives, Claims Management, Health Insurance
Education
Philadelphia University 1989 — 1993
Bachelor of Science, Business Mangement
Wyoming Seminary College Preparatory School 1986 — 1989
BB&T Insurance Services Inc. May 2011 - Present
Wells Fargo Insurance Services July 1998 - May 2011
Insurance Service Agency May 1982 - May 1998
Skills
Insurance, Property & Casualty..., Risk Management, Healthcare Industry, Legal Liability, Workers Compensation, Professional Liability, Health Insurance, Medical Malpractice, Managed Care, Commercial Lines, Physicians, Home Care, Casualty Insurance, Errors & Omissions, Manufacturing, Contractors, Engineering, Commercial Insurance, Team Building, Customer Service, Medical Devices
Education
National Alliance for Insurance Education & Research 2010 — 2011
CPIA, Insurance
National Alliance for Insurance Education & Research 1982 — 1986
CIC, Insurance
Oberlin College 1982 — 1983
Insurance
Wells Fargo Insurance Services August 2013 - Present
Wells Fargo March 2011 - August 2013
America's Finest Carpet Company June 2010 - April 2011
Harmonium Inc. June 2009 - June 2010
Wells Fargo June 2008 - June 2009
La Mesa Spring Valley School District September 2006 - January 2008
Gap Inc. September 2004 - August 2006
Skills
Customer Service, Banking, Credit, Insurance, Financial Services, Sales, Account Management, Customer Satisfaction, Management, Loans
Education
National University 2011 — 2015
Master of Business Administration (MBA), Marketing, 3.5
San Diego State University-California State University 2005 — 2010
BS, Recreation and Tourism Managment, Systems Managment
Santiago High School 2001 — 2005
High Honors, 3.8
Wells Fargo Insurance Services March 2011 - Present
The Balanced Program October 1998 - June 2009
Skills
Insurance, Commercial Insurance, Health Insurance, Underwriting, Brokers, Account Management, Employee Benefits, General Insurance, Liability, Commercial Lines, New Business Development, Life Insurance, Benefits Administration
Education
North Seattle Community College 1998 — 2000
Associate of Arts (AA), Business Administration
Liberty International Underwriters March 2015 - Present
Wells Fargo Insurance Services January 2013 - March 2015
Crump Insurance September 2011 - July 2012
CNA Insurance August 2009 - September 2011
Marsh June 2000 - July 2009
American International Group December 1999 - June 2000
The Sullivan Group December 1998 - December 1999
St. Paul Travelers March 1997 - December 1998
American International Group September 1994 - March 1997
Reliance Surety Company October 1992 - September 1994
Skills
Professional Liability, Insurance, Underwriting, D&O, Employment Practices..., Brokers, Commercial Insurance, Directors & Officers..., Fiduciary, Financial Risk, Reinsurance, Insurance Brokerage
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business
University of Puget Sound 1988 — 1992
BA, Business
Wells Fargo Insurance Services July 2004 - Present
Accountable Health Plans July 2002 - July 2004
Health Care Systems Consultants April 2000 - July 2002
Burkwald & Associates, Inc. March 1998 - March 2000
The Benefit Companies July 1994 - March 1998
Skills
Insurance, Business Intelligence, Data Warehousing, Database Administration, Employee Benefits, Account Management, MS Project, Agile Project Management, JIRA, Scrum, Predictive Analytics, Forecast Modeling, Clinical Data Management, HRAs, Direct Sales, Operations, Strategic Consulting
Education
Northern Illinois University 1988 — 1992
B.S., Sociology
LHS
Wells Fargo Insurance Services September 2004 - Present
Bender Insurance Agency March 1998 - August 2004
Skills
Insurance, Risk Management, Underwriting, Customer Service, Brokers, Property, Umbrella Insurance, Analysis, Casualty Insurance
Education
Werbel Insurance School 2002 — 2002
New York Broker's License Received, Property and Casualty
Nassau Community College 1994 — 1996
Associate's degree
Princeton Agencies, inc/ Benton Insurance Services January 1999 - Present
Wells Fargo Insurance Services January 1995 - January 1999
Skills
Insurance, Health Insurance, Property & Casualty..., Umbrella Insurance, Term Life Insurance, Commercial Insurance, General Insurance, Casualty Insurance, Liability, Professional Liability, Life Insurance, Casualty, Disability Insurance
Education
North Dakota State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General & Minor in Economic
University of Minnesota-Crookston 1985 — 1986
SilverStone Group March 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services August 2003 - May 2014
McDermott Brokerage, Inc. January 1996 - August 2003
Skills
Insurance, Risk Management, Commercial Insurance, Relationship Management, Brokers, Sales, Account Management, Health Insurance, Employee Benefits, Enrollment Services, Enrollment Management, Benefits Management
Education
Northwest Missouri State University 1983 — 1987
Bachelor of Science (B.S.), Personnel/Business Management / with a Minor in Psychology
Wells Fargo Insurance Services July 2010 - Present
Skills
Employee Benefits, Insurance, Underwriting, Life Insurance, Brokers, Risk Management, Disability Insurance, Fixed Annuities, 401k, Health Insurance, Property & Casualty...
Education
IFEBP/The Wharton School
Certified Employee Benefits Specialist (CEBS) Designation
Penn State University 2006 — 2010
B.A., Accounting, International Business
Guardian Life July 2015 - Present
Wells Fargo Insurance Services July 2013 - July 2015
St. Luke's Hospital May 2012 - August 2012
Skills
Health Insurance, Disability Insurance, Dental Insurance, HIPAA, Customer Service, EMR, Hospitals, Data Analysis, Healthcare Information..., Healthcare Management, Healthcare Consulting, Insurance, Healthcare, SAS, Access, Analysis, Management, Health Policy, Self-funded, Stop Loss
Education
Penn State University 2009 — 2013
Bachelor’s Degree, Health/Health Care Administration/Management
Midwest Bankers Insurance Services January 2015 - Present
Cox Insurance Associates, Inc. January 2014 - January 2015
Wells Fargo Insurance Services 2013 - 2014
Wells Fargo Insurance 2011 - 2013
Wells Fargo Insurance 2006 - 2011
Skills
Insurance, Property & Casualty..., Commercial Insurance, Sales, Sales Presentations, Customer Experience, Customer Satisfaction, Customer Service, Account Management, Leadership, Risk Management, General Insurance, Liability, Marketing, Underwriting, Team Building, Umbrella Insurance
Education
Normandale Community College
Novelty Inc. 2014 - Present
Versatile Processing Group, Inc. 2006 - 2013
Wells Fargo Insurance Services 2002 - 2006
Wells Fargo Insurance Services 2001 - 2002
Acordia, Inc. 1990 - 2001
O'Rourke, Andrews & Maroney, Inc. 1990 - 1997
Coopers & Lybrand 1986 - 1990
Skills
Mergers & Acquisitions, Finance, Auditing, Accounting, Strategic Planning, Project Management, Budgets, Project Planning, Operations Management, Contract Negotiation, Microsoft Excel, Insurance Agency..., Leadership, Valuation, Insurance
Education
Indiana University; Fort Wayne, Indiana 1991 — 1994
Master of Business Administration (MBA)
Northwestern University - Kellogg School of Management 2000 — 2008
Post Graduate - Leadership and Management Studies
Indiana University Fort Wayne Indiana 1982 — 1986
Bachelor of Science, Business and Accounting
Wells Fargo Insurance Services May 2011 - Present
Tri-State Gastroenterology October 2008 - May 2011
Skills
Insurance, Comercial Insurance, Commercial Lines..., Property & Casualty..., General Insurance, Umbrella Insurance, Account Management, Casualty Insurance, Management, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Outlook, Social Media, Strategic Planning
Education
Bellevue High School 1996 — 2001
Northern Kentucky University
AIG January 2014 - Present
Wells Fargo Insurance Services July 2012 - January 2014
Department of Biobehavioral Health August 2010 - May 2012
Skills
Virginia Life, Health,..., Employee Benefits, Employee Wellness, Health Insurance, Public Speaking, Customer Service, Research, Healthcare, Insurance, Data Entry, Analysis, Outlook, Data Analysis, Organization, Time Management, Event Planning, Access, Strategic Planning, Leadership, Community Outreach, SAS, Marketing, Team Building, Microsoft Office, Management, New Business Development, Employee Relations, Health Savings Accounts, Microsoft Word
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Biobehavioral Health
Wells Fargo Insurance Services June 1980 - Present
Skills
Customer Service, Account Management, Insurance, Risk Management, Strategic Planning, Underwriting, Risk Mitigation, Brokers, Property & Casualty..., Banking, Financial Risk, Wealth Management, Portfolio Management, Claim
Education
Abington High School
Penn State University
Business
Dealer Insurance Products dba Emerald Pacific Insurance Agency February 2011 - Present
HUB International April 2015 - June 2015
Wells Fargo Insurance Services November 2006 - January 2011
USI Insurance Services 2004 - 2006
Marsh 1995 - 2004
Bell-Anderson & Associates, LLC, AMO 1993 - 1995
Unigard Insurance February 1988 - October 1993
Skills
Budgets, Employee Benefits, Health Insurance, Brokers, Deferred Compensation, Marketing, Benefits Administration, Insurance, Sales, Onboarding, Customer Service, Microsoft Word, Management, Cross-functional Team..., Interviews, Property & Casualty..., Health Savings Accounts, Workers Compensation, Training, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Underwriting, Medicare
Education
Washington OIC 2013 — 2014
Medicare Certified, Medicare, Passing
National University 1986 — 1989
Masters Degree, Human Behavior; Minor in Marketing
National University 1983 — 1986
Bachelors Degree, Behavioral Science
Elk Grove High School 1977 — 1980
High School Diploma
Wharton, Lyon & Lyon March 2014 - Present
Wells Fargo Insurance Services April 2008 - March 2014
Donald F. LaPenna Associates, Inc. June 2006 - December 2008
Marsh & McLennan Companies, Inc. July 1996 - June 2005
Skills
Commercial Insurance, Insurance, Property & Casualty..., Underwriting, Teamwork, Professional Liability
Education
New Jersey City University 1981 — 1986
Bachelor of Arts (B.A.), Music
Clear Mountain Bank January 2014 - Present
Clear Mountain Bank July 2012 - January 2014
Wells Fargo Insurance Services July 2011 - July 2012
Centra Bank July 2008 - July 2011
Centra Bank February 2001 - July 2008
Skills
Customer Service, Employee Relations, Employee Benefits, Credit, Banking, Mortgage Lending, Risk Management, Loans, Real Estate, Business Development, Management, Retail Banking, Credit Analysis, Financial Analysis, Training, Mortgage Banking, Finance, Small Business Lending, Sales, Financial Planning, Microsoft Office, Investment Properties, Commercial Banking, Leadership, Strategic Financial..., Strategic Planning
Education
Penn State University 1992 — 1994
Letters, Arts & Sciences
Tri-Valley Sr High 1989 — 1992
Diploma, Academic
Humana March 2008 - September 2013
Wells Fargo Insurance Services December 2005 - March 2008
Cerva Browning Quinn & CO December 2001 - October 2005
United Health Care January 2000 - October 2001
Skills
Employee Benefits, Account Management, Customer Service, Sales, Training, Business Development, Selling, COBRA, Insurance, Health Insurance, Team Building, Strategic Planning, Leadership, Claim, Management, Disability Insurance, Health Savings Accounts, Healthcare, Open Enrollment, Brokers, Process Improvement, Life Insurance, HMO, PPO, General Insurance, Sales Presentations, Health Policy
Education
Normandale Community College 1981 — 1983
General Studies
John F Kennedy Senior High School 1976 — 1981
General Studies
Wells Fargo Insurance Services July 2001 - Present
Skills
Property, Insurance, Umbrella Insurance
Education
Penn State University 1982 — 1986
BS, Accounting
Cigna May 2014 - Present
Evolent Health July 2013 - May 2014
Wells Fargo Insurance Services July 2010 - July 2013
Delaware Neurosurgical Group, P.A. May 2009 - August 2009
Skills
Employee Benefits, Health Insurance, Disability Insurance, Microsoft Excel, Employee Wellness, Communication, Underwriting, Analysis, Microsoft Office, Financial Analysis, Healthcare, Insurance
Education
Penn State University 2006 — 2010
BS, Health Policy & Administration
Frontier Communications March 2014 - Present
Texas Mutual Insurance Company August 2012 - Present
Mutual of Enumclaw May 2011 - August 2012
Wells Fargo Insurance Services November 2009 - April 2011
Blue Cross Blue Shield of NC April 2008 - May 2009
Matrix March 2008 - May 2009
Scholastic Inc April 2007 - April 2008
New York City Housing Authority July 2006 - April 2007
ADP May 2006 - July 2006
Scholastic Inc August 2005 - May 2006
Skills
IBM AS/400, COBOL, ILE, RPG Free, Databases, RPG III, Stored Procedures, XML, Oracle, IBM iSeries, RPG, DB2, Integration, Microsoft SQL Server, Java, OS/400, FTP, Testing, Cobol 400, SQL 400
Education
Durham Technical Community College 2010 — 2011
Certificate, Java Programming
IBM Technical Education 1998 — 1998
S6109 AS/400 RPG IV Programming, RPG IV Programming, 4.0
Columbia University - School of Continuing Education 1987 — 1988
Certificate, Cobol Programming
New York University 1967 — 1970
BSNE, Nuclear Engineering, Mathematics
Wells Fargo Insurance Services 2004 - Present
Hylant Group 2002 - 2004
Marsh / Johnson & Higgins 1990 - 2002
The Hartford 1988 - 1990
Ohio Casualty Group 1977 - 1989
Skills
Commercial Lines, Risk Management
Education
Ohio Northern University 1972 — 1976
BA, English / Political Science
Harbor HS
Cvent July 2015 - Present
US Fitness Holdings, LLC January 2015 - Present
Booz Allen Hamilton April 2013 - June 2015
Wells Fargo Insurance Services July 2011 - April 2013
The Children's Hospital of Philadelphia June 2010 - September 2010
James G. Davis Construction (DAVIS) May 2008 - August 2008
Century Pools, Inc. May 2004 - August 2007
Skills
Leadership, Employee Benefits, Data Analysis, Benefits Administration, Customer Service, Human Resources, Time Management, Public Speaking, Networking, Health Insurance, Healthcare, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Management, Social Media, Social Networking, Training
Education
Penn State University 2007 — 2011
Health Policy and Administration, Healthcare, Human Resources
Linganore High School 2004 — 2007
Otten Brothers Garden Center April 2011 - Present
Woodhill Financial, Inc. May 1999 - Present
Woodhill Financial, Inc May 1999 - Present
Three Sons Signature Cuisine May 2010 - April 2013
Long Lake Chamber of Commerce 2004 - 2007
Sweeney Group January 1999 - May 1999
Wells Fargo Insurance Services July 1995 - January 1999
Norwest Insurance July 1995 - January 1999
Risk Planners, Inc October 1984 - July 1995
Skills
Event Planning, Budgets, Outlook, Marketing, Public Speaking, Training, Social Media, Leadership, Fundraising, Event Management, Time Management, Selling, Accounting
Education
North Hennepin Community College
Accounting
Park Center
Wells Fargo Insurance Services 2007 - Present
Stanford University July 2006 - August 2007
Oracle (formerly Siebel Systems, Inc.) 2005 - 2006
Siebel Systems, Inc 1999 - 2006
Skills
Onboarding, HRIS, Talent Acquisition, PeopleSoft, Talent Management, Applicant Tracking..., Employee Relations, Workforce Planning, Performance Management, Recruiting, Organizational..., Human Resources, Employee Engagement, Leadership, Succession Planning
Education
Notre Dame de Namur University 1999 — 2002
MBA, Human Resources
San Diego State University-California State University 1990 — 1992
Bachelor of Arts (B.A.), Psychology
Buena High School 1984 — 1988
Diploma, General Studies
ManTech Cyber Solutions Int'l D/B/A HBGary June 2012 - October 2013
UC Davis Crocker Nuclear Laboratory April 2011 - June 2012
Synnetix March 2003 - December 2011
Wells Fargo Insurance Services August 2010 - February 2011
Flextronics International May 1999 - January 2004
Peripheral Systems Group June 1998 - May 1999
USWeb WorldPort Internet March 1997 - June 1998
Microware Education Centers / Synnex 1995 - 1997
Skills
C#, VB.Net, WCF, Microsoft SQL Server, LINQ, Object Oriented Design, Design Patterns, ASP.NET, ASP, ASP.NET MVC, SharePoint, Windows Sharepoint..., Team Foundation Server, Entity Framework, SOA, VB.NET, Software Development, Integration, Microsoft Exchange, Scrum, jQuery, IIS, TFS, Security, .NET, Web Services, SQL, Databases, Web Applications, JavaScript
Education
Oak Grove
Pacific Union College
Self Taught
Wells Fargo Insurance Services April 2013 - Present
McGriff, Seibels and Williams October 2006 - April 2013
Mercer April 2003 - September 2006
Standard Life February 1997 - March 2003
Skills
Group Health Insurance..., Group Life and..., Self-Insurance Advisor, Client Facing..., New Business Development, Quantitative Risk..., Life & Health Insurance..., Underwriting, General..., Employee Training and..., Global Benefits..., Employee Wellness..., Microsoft Office, Insurance, Workers Compensation, COBRA, Benefits Administration, Human Resources, Health Insurance, Health Savings Accounts, HRIS, Employee Benefits, Employee Relations, Group Insurance, Benefits Design, Health Care Reform, 401k, Life Insurance, Employee Wellness, Disability Insurance, Brokers
Education
Oregon State University 1989 — 1993
Bachelor of Science (BS), Economics (quantitative emphasis)
Astoria High School 1985 — 1989
Allied World Assurance September 2012 - Present
Chartis April 2010 - September 2012
Chartis Insurance January 2009 - April 2010
AIG November 2004 - January 2009
Wells Fargo Insurance Services 2000 - 2004
Skills
Excess, Casualty, Property & Casualty..., Commercial Insurance, Underwriting, Commercial Lines, Insurance, Liability, General Insurance, Brokers, Umbrella Insurance, Claim, Claims Management, Employment Practices..., Workers Compensation, Casualty Insurance, Professional Liability
Education
Penn State University 1995 — 1999
Wells Fargo Insurance Services July 2015 - Present
Wells Fargo Insurance Services June 2011 - July 2015
Wells Fargo June 2008 - June 2011
Bank of America March 2006 - May 2008
Bank of America December 2003 - March 2006
Bank of America April 2000 - December 2004
Centura Bank (now PNC) 1998 - 2000
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Business
North Carolina State University - College of Management 1992 — 1996
Economics, Minor in English, Marketing, Accounting, Buisness Courses
Wells Fargo Insurance Services 2007 - Present
Wachovia Insurance Services April 1995 - Present
Prudential Health Care Systems 1988 - 1995
Education
Penn State University 1967 — 1971
Wilson Dow Group November 2013 - Present
Wells Fargo Insurance Services July 2009 - May 2010
BCBSA August 2006 - June 2009
BCBSA March 2005 - August 2006
Mellon August 2003 - March 2005
Hewitt Associates July 2000 - August 2003
Skills
Training, Salesforce.com, Strategy, Deferred Compensation, Product Management, New Hire Orientations, Vendor Management, Process Improvement, Human Resources, Insurance, Recruiting, Health Insurance, Leadership, Employee Benefits, Employee Engagement, Employee Management, Employee Wellness, Employee Handbooks
Education
Ohio University 1996 — 2000
Bachelor's Degree, Finance and Marketing
Checkpoint Consulting, LLC April 2014 - Present
IBM January 2013 - April 2014
Titan Technology Partners March 2010 - December 2012
Oracle May 2008 - September 2009
Wells Fargo Insurance Services April 2007 - April 2008
HSBC Finance Corp July 2004 - April 2007
Northwestern Memorial Hospital February 2002 - July 2004
Performics 2000 - 2002
Skills
PeopleSoft, Hyperion Enterprise, HFM, Essbase, Forecasting
Education
Northern Illinois University 1999 — 2002
MS, Information Systems
Northern Illinois University 1997 — 1999
BS, Accountancy
Wells Fargo Insurance Services April 2015 - Present
CBIZ February 2014 - April 2015
Ames & Gough March 2008 - February 2014
Willis of Maryland Inc June 2006 - March 2008
Victor O. Schinnerer & Co., Inc. January 2004 - June 2006
Victor O. Schinnerer & Co., Inc. January 2001 - January 2004
USAA July 1994 - December 2000
USAA January 1991 - July 1994
Skills
Property & Casualty..., Professional Liability, Underwriting, Commercial Insurance, Insurance Brokerage, Supervisory Experience, Training, Quality Control, Client Relations Skills, Risk Management, General Insurance, Liability, Claim, Insurance, Brokers, Workers Compensation, Management, Casualty, Casualty Insurance
Education
Northern Arizona University, College of Business Administration
Bachelor of Science, Business Adminstration
Highland High School-Albuquerque, NM
Insurance Institute of America
INS, AU, API, and AAI, Insurance
Wells Fargo Insurance Services Director, Risk ManagementGlobal Crossing2005 - 2007
Education
New Jersey City University 1971 — 1975
Wells Fargo Insurance Services 2005 - Present
Education
Notre Dame College
Accounting
Wells Fargo Insurance Services April 2010 - Present
CDO Technologies December 2006 - April 2010
Skills
Active Directory, Windows 7, XP, Troubleshooting, Help Desk Support, Software Installation, Computer Hardware, Servers, Technical Support, Group Policy, Dameware, Network Administration, Blackberry Enterprise..., A Certified
Education
North Park University
Wells Fargo Insurance Services December 2004 - Present
Palmer & Cay October 2003 - December 2004
Royal & SunAlliance July 2000 - October 2003
Reliance Insurance Company April 1999 - July 2000
Insurance Counseling and Management July 1998 - March 1999
Liberty Mutual Insurance October 1992 - July 1998
Skills
Underwriting, Credit, Commercial Insurance, Financial Analysis, Property & Casualty..., Insurance, Risk Management, Investments, Portfolio Management, Mortgage Lending, Financial Risk, Mutual Funds, Sales, Workers Compensation, Brokers, Professional Liability, Liability, Casualty Insurance
Education
Nova Southeastern University 1994 — 1995
MBA, Business Administration and Management, General
University of Florida 1987 — 1991
BS, Finance
Wells Fargo Insurance Services 2009 - Present
Wachovia Insurance Services September 2006 - 2009
Severstal NA November 2005 - September 2006
Plastech February 2004 - November 2005
LDM Technologies January 1999 - February 2004
Skills
Insurance, Workers Compensation, FMLA, Employee Benefits, Employee Relations, Process Improvement, Human Resources, Benefits Administration, Underwriting, Claim, Property & Casualty..., Commercial Insurance, Casualty, Brokers, Risk Management, Casualty Insurance, Liability, Claims Management
Education
Oakland University 1994 — 1999
Wells Fargo Insurance Services December 2013 - Present
Willis 2010 - 2013
Willis February 2010 - May 2010
Willis 2006 - February 2010
Willis 2002 - 2006
Willis 2000 - 2002
Marsh 1992 - 2000
Skills
Start-ups, Real Estate, Leadership, P&L Management, Property & Casualty..., Employee Benefits, Professional Liability, Strategic Planning, Sales Management, Operations Management, Commercial Insurance, Management, Risk Management, Risk Assessment, Cross-functional Team..., Solution Selling, Change Management, Project Management, Salesforce Training, Manage Client..., Public Speaking, Service Management, Surety, Construction Insurance, Life Science Industry, New Business Development, Marketing, Underwriting, Casualty, Insurance, Business Strategy, Sales, Business Planning, Small Business, Financial Risk, Workers Compensation, Health Insurance, Insurance Brokerage, Relationship Management, Brokers, D&O, General Insurance, Liability, Risk Financing, Employment Practices..., Captives, Reinsurance, Commercial Lines, Excess
Education
Philadelphia University 1983 — 1987
BS, Finance & Economics
Hallett Financial Group October 2010 - Present
Hallett Financial Group June 2009 - October 2010
Wells Fargo Insurance Services March 2009 - May 2009
Clark Consulting May 2003 - November 2008
Hartford Life September 1991 - May 2003
Hartford Life September 2000 - September 2002
The Hartford 1991 - 2001
Skills
Management, Sales, Training, Microsoft Office, Customer Service
Education
North Hennepin Community College 1990 — 1992
Paddock Pool Equipment December 2014 - Present
Wells Fargo Retail Services January 2014 - Present
Swiney Agency September 2010 - Present
Wells Fargo Insurance Services June 2011 - November 2014
Paddock Pool Equipment 2014 - 2014
Physicians Mutual June 2002 - November 2009
Skills
Customer Service, Sales, Strategic Planning, Account Management, Management, Team Building, Sales Management, Leadership, Sales Operations, New Business Development
Education
Murray State University 1985 — 1990
Release The Fear April 2010 - Present
Farmer Woods Group, A Leavitt Affiliate July 2007 - Present
Farmer Woods Group 2007 - 2014
Wells Fargo Insurance Services 2000 - 2007
Jardine Insurance Brokers 1990 - 1995
Skills
Insurance, Team Building, Customer Service, Customer Relations, Fundraising, Commercial Insurance, Excel, Microsoft Office, Workers Compensation, Property & Casualty..., D&O, Professional Liability, General Liability, PowerPoint, Brokers, Employment Practices..., Umbrella Insurance, Commercial Lines, Casualty
Education
Phoenix College 1978 — 1980
North High 1972 — 1976
North High School 1972 — 1976
General
North Phoenix High School 1972 — 1976
University of Arizona
Wells Fargo Insurance Services February 2007 - July 2008
Education
Ohlone College 1990 — 1993
AA
Wells Fargo Insurance Services 2011 - Present
Found Search Marketing February 2008 - June 2009
McGraw-Hill November 1998 - January 2008
Skills
Editing, Word, Writing, Copy Editing, Copywriting, Project Management, Adobe Acrobat, Customer Service, Social Media Marketing, Adobe Creative Suite, Marketing Strategy, Newsletters, InDesign, Fundraising, Marketing, PowerPoint, Public Speaking, Blogging, Marketing Communications, Research, Press Releases, Event Planning, Salesforce.com
Education
Ohio University 1993 — 1997
Bachelor's of Science in Education, Elementary Education
CLINNEAM LLC April 2015 - Present
Wells Fargo Insurance Services January 2009 - October 2014
Wachovia Insurance Services 1996 - December 2008
National Association of Insurance Commissioners January 1994 - November 1996
North Carolina Department of Insurance 1989 - 1993
Durham Life Insurance 1983 - 1989
Skills
Risk Management, Insurance, Underwriting, Corporate Governance, Professional Liability, Property & Casualty..., Securities, Commercial Insurance, Analysis
Education
North Carolina State University 1978 — 1982
B.S., Economics
North Carolina State University 1978 — 1982
B.A., Business Management
Insurance Professional Designations/Training
Wells Fargo Insurance Services February 2013 - Present
Ohio National Guard January 2015 - Present
Ohio National Guard November 2011 - 2014
Willis August 2008 - January 2013
Army National Guard July 2008 - November 2011
Liberty Mutual March 2003 - August 2008
Target 2001 - 2002
US Army May 1996 - May 2000
Skills
Property & Casualty..., Risk Mitigation, Professional Liability, Risk Management, Relationship Management, Benchmarking, Safety Programs, Workers Compensation, Emergency Management, Leadership, Strategic Planning, Operations Management, Process Improvement, Training, Recruiting, Change Management, Insurance, Team Building, Customer Service, Team Leadership, Government, Leadership Development, Management, New Business Development, Sales, Commercial Insurance, Account Management, Program Management
Education
Norwich University 1992 — 1996
BA, Political Science
St. Joseph High School 1988 — 1992
Wells Fargo Insurance Services February 2009 - Present
Travelers Insurance March 2004 - April 2008
MetLife Auto & Home 1984 - 2008
Buffets, Inc. September 2001 - September 2003
St. Paul Companies February 1984 - December 2000
Education
National American University 1994 — 1999
BA, Business
Wells Fargo Insurance Services November 2011 - Present
Conover Insurance July 2005 - November 2011
Apple Tree Resort August 1998 - July 2005
Skills
Commercial Insurance, Insurance, Risk Management, General Liability, Workers Compensation, Liability, Property & Casualty..., Professional Liability, Claims Management, Casualty, Claims
Education
New Mexico State University 1991 — 1996
BA, Accounting, Finance, Economics
Keller Williams Realty December 2009 - Present
Homesite Insurance July 2012 - Present
Wells Fargo Insurance Services October 2011 - July 2012
21st Century Insurance October 2010 - October 2011
Suburban Mortgage April 2007 - October 2008
Richland Mortgage Company September 2004 - October 2007
Great Southwest Mortgage May 2003 - September 2004
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, VA loans, Loan Origination, Residential Mortgages, Loans, FHA financing, Credit, Government Loans, Sales, Sales Operations, Sales Process, Short Sales, Real Estate, Real Estate Transactions, Insurance, Property & Casualty..., Umbrella Insurance, Real Estate License, Licensed Property &..., Sales Management
Education
University of Phoenix 1999 — 2002
Bachelor of Business Administration (BBA)
Paradise Valley Community College 1996 — 1999
Associate of Arts (AA)
Fireman's Fund Insurance Company November 2009 - Present
Wells Fargo Insurance Services November 2003 - November 2008
Marsh Advantage America July 2001 - November 2003
Aon Risk Services January 1994 - July 2001
Skills
Underwriting, Risk Management, Property & Casualty...
Education
Pepperdine University 1990 — 1994
Bachelor of Arts Degree, Communication/Marketing Major
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services July 2010 - May 2014
Kinney Agency Inc October 1985 - July 2010
Diagnostek, Inc 1984 - 1985
Rogoff Diamond & Walker 1983 - 1984
Peat Marwick January 1982 - October 1983
Skills
Insurance, Accounting, Financial Analysis, Small Business, Risk Management, Property & Casualty...
Education
New Mexico State University 1977 — 1981
Bachellor of Accountancy
CAPA-Columbus Association for the Performing Arts January 2015 - Present
CAPA-Columbus Association for the Performing Arts August 2009 - March 2015
CAPA-Columbus Association for the Performing Arts March 2012 - February 2013
Wells Fargo Insurance Services January 2007 - August 2009
Starbucks Coffee Company August 2002 - August 2007
Limited Brands 2004 - 2005
Skills
Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, General Ledger, Account Reconciliation, Financial Statements, GAAP, Budgets, Financial Accounting, Internal Controls, Cash Flow, Cost Accounting, Microsoft Excel, Microsoft Office, Cash Management, Analysis, Customer Service, Public Speaking
Education
Capital University 2012 — 2014
MBA, Finance, General, 3.9
Ohio University 1995 — 1999
BBA, Accounting
AHT Insurance July 2012 - Present
Wells Fargo Insurance Services September 2004 - July 2012
Henninger Casting September 1995 - April 2001
Skills
Employee Benefits, Insurance, Health Insurance, Sales Presentations, Account Management, Underwriting, Disability Insurance, Life Insurance, Customer Service, Sales, Health Savings Accounts
Education
Pacific Lutheran University 2002 — 2004
BA, Education
Wells Fargo Insurance Services May 2009 - Present
MacCorkle Insurance Service 2005 - 2009
Fort Point Insurance 2003 - 2005
Mountain View Whisman School District 2001 - 2003
Time Electronics Ltd. 1983 - 1986
Skills
Property & Casualty..., Strategic Planning, Customer Service, Marketing, Program Management, Risk Management, Insurance, Management, Underwriting, Account Management, New Business Development, Leadership, Finance, Financial Analysis, Workers Compensation, Brokers
Education
Notre Dame de Namur University 2012 — 2014
Master of Science (MS), Management
San Jose State University
Bachelor of Science (B.S.), Business Administration/Marketing
Wells Fargo Insurance Services January 2006 - Present
Wells Fargo Insurance Services May 2002 - January 2006
Aetna 1995 - 2002
Skills
Disability Insurance, Brokers, Health Insurance, Insurance, Underwriting, Property & Casualty...
Education
Penn State University 1990 — 1994
Bachelor of Science, Administration of Justice
Bank of America April 2013 - Present
Bank of America April 2010 - April 2013
Wells Fargo Insurance Services November 2007 - November 2010
WACHOVIA INSURANCE SERVICES January 2006 - November 2007
Aflac April 2004 - January 2006
Skills
Executive Management, Customer Service, Insurance, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Accounting, Lotus Notes, Analysis, Finance, New Business Development, Salesforce.com, Access, Program Management
Education
North Carolina State University 1999 — 2003
Bachelor's Degree, Business Management; Information Systems/ Information Technology
Myers Park High School 1996 — 1999
Wells Fargo Insurance Services April 2002 - Present
Education
Northern Kentucky University
BSW, Social Work
CRC Insurance Services, Inc. November 2012 - Present
Wells Fargo Insurance Services January 2008 - November 2012
McGriff, Seibels & Williams 2005 - January 2008
Liberty Mutual Insurance 2002 - 2005
Federated Department Stores 1998 - 2002
FM Global 1996 - 1998
Skills
Underwriting, Property & Casualty..., Insurance, Brokers, Commercial Insurance, Professional Liability, Reinsurance, General Insurance, Risk Management, Liability, Casualty Insurance, Workers Compensation, Legal Liability, Umbrella Insurance, Casualty
Education
Oklahoma State University 1990 — 1995
B.S., Fire Protection and Safety Engineering Technology
Medica 2011 - 2012
Medica 2011 - 2012
HealthPartners 2011 - 2012
HealthPartners 2011 - 2012
Medica 2011 - 2012
Wells Fargo Insurance Services 2011 - 2012
OptumHealth Financial (United HealthCare) 2011 - 2012
Wine Sergi Insurance 2011 - 2012
MedImpact 2011 - 2012
DeCare Dental 2011 - 2012
Education
New York University 1992 — 1995
MSW, Psychotherapy
Lockton Companies August 2015 - Present
AIG May 2010 - August 2015
Wells Fargo Insurance Services December 2006 - May 2010
Aon Risk Services March 1992 - December 2006
Skills
Claim, Insurance, Property, Risk Assessment, Risk Management, Strategic Planning, Training, Underwriting, Workers Compensation, Property & Casualty..., Liability, Commercial Insurance, Brokers, Professional Liability, Casualty Insurance, Financial Risk
Education
Northern Illinois University 1991 — 1992
M.S., Industrial Management / Occupational Safety
University of Notre Dame 1987 — 1991
B.A., Program of Liberal Studies (Great Books Program)
Endura Financial Connexus Credit Union Company September 2014 - Present
Residence Inn by Marriott August 2007 - Present
Wells Fargo Insurance Services March 2014 - September 2014
Endura Financial October 2012 - February 2014
TCF BANK May 2007 - October 2012
TCF Bank February 2007 - May 2007
TCF Bank May 2006 - February 2007
TCF Bank December 2005 - May 2006
Skills
Consumer Lending, Loans, Mortgage Lending, Retail Banking, Banking, Commercial Insurance, Credit, Credit Analysis, Hospitality
Education
Normandale Community College
TTMIST (now Northwest Samar State University)
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Liberty Mutual Insurance July 2014 - Present
Darden School of Business August 2012 - May 2014
Green Mountain Coffee Roasters June 2013 - August 2013
Wells Fargo Insurance Services August 2011 - August 2012
Wells Fargo Insurance Services June 2007 - August 2011
Chatham Financial 2006 - 2006
Skills
Property & Casualty..., Data Analysis, Insurance, Marketing, Financial Analysis, Strategic Planning, Analysis, Process Improvement, Management, Business Strategy, Marketing Strategy, Customer Service, Competitive Analysis
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Wells Fargo Insurance Services October 2006 - Present
Gallagher Health Care Insurance Services June 2000 - October 2006
MMI January 1992 - June 2000
NC hospital Association Trust Fund 1986 - 1990
Skills
Healthcare, Workers Compensation, HIPAA, Medical Malpractice, Healthcare Management, Health Insurance, Healthcare Consulting, Liability, Process Improvement, Legal Liability, Long-term Care, Claim, Team Building, Executive Management, Managed Care, Medicare
Education
North Carolina State University
BS and MEd, psychology and healthcare education
Rex Hospital School of Nursing
RN, Registered Nursing/Registered Nurse
St. Albans High School
Wells Fargo Insurance Services September 1977 - Present
Education
Ohio University 1965 — 1969
BS, Health and Physical Education
Maps Insurance Services, LLC May 2010 - Present
Wells Fargo Insurance Services January 2005 - March 2010
Acordia of Oregon / Wells Fargo Insurance Services of Oregon January 1999 - January 2005
Acordia/Potts, Davis & Co. January 1996 - January 1999
Potts, Davis & Co. April 1974 - January 1996
Standard Insurance Company April 1965 - April 1974
Skills
Insurance, Risk Management, Surety Bonds, Workers Compensation, Business Continuity..., Property & Casualty..., Commercial Insurance, Underwriting, General Insurance, Commercial Lines, Liability, Casualty, Brokers, Leadership, Disability Insurance, Professional Liability, Legal Liability, D&O, Employee Benefits, Excess, Life Insurance, Umbrella Insurance, Casualty Insurance
Education
Pacific Lutheran University 1960 — 1964
B.S., Mathematics
South Salem High School 1957 — 1960
Wells Fargo Insurance Services USA, Inc. March 2011 - Present
Wells Fargo Insurance Services May 2000 - Present
Andrews Consulting Services February 1998 - November 1999
Western Southern/Columbus Life April 1996 - February 1998
Pacific Mutual Insurance November 1988 - April 1996
Skills
Employee Benefits, Management, Insurance, Disability Insurance, Healthcare, Sales, Analysis, Life Insurance, Strategy, Account Management, Health Insurance, Claim, Underwriting, Customer Service, Leadership
Education
Northern Kentucky University
YP July 2015 - Present
TruGreen Commercial July 2014 - June 2015
Dex Media September 2012 - January 2014
Patriot Energy Group April 2011 - August 2012
Wells Fargo Insurance Services December 2005 - January 2010
Skills
Customer Service, Management, Microsoft Office, Leadership, Sales, Microsoft Excel, Risk Management, Process Improvement, Business Analysis, Team Building
Education
Neumann University 1992 — 1994
Bachelor of Science, Political Science and Government
Shippensburg University of Pennsylvania 1990 — 1992
Minneapolis area April 2015 - Present
Facet Technology February 2015 - 2015
Wells Fargo Insurance Services February 2013 - August 2014
Wells Fargo Investments March 2001 - June 2012
AEI ELECTRONICS, INC. 1994 - 1997
US Navy August 1977 - August 1983
Skills
Teamwork, Electronics Repair, Investments, Pattern Recognition, Insurance, Asset Management, Process Improvement, Financial Services, Accounting, Business Process..., Microsoft Excel, Financial Risk, Requirements Gathering, Organizational..., Wealth Management, Retirement, Team Building, Change Management, Financial Analysis
Education
Normandale Community College 1983 — 1989
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities
Tidewater Community College 1982 — 1983
Southwest High
Hillsborough County Tax Collector February 2015 - Present
Pinellas Suncoast Transit Authority September 2013 - February 2015
Pinellas Suncoast Transit Authority March 2011 - September 2013
Vology Data Systems 2010 - 2011
SUNBELT SOFTWARE July 2009 - December 2010
Wells Fargo Insurance Services August 2005 - September 2008
Skills
Benefits Administration, Employee Benefits, HRIS, Recruiting, Training, New Hire Orientations, Performance Appraisal, ADP Payroll, Interviews, Human Resources, Payroll, Job Descriptions, PeopleSoft, Talent Management, Deferred Compensation, Leadership Development, Technical Recruiting, Personnel Management, Legal Compliance, Background Checks, Onboarding, Compensation & Benefit, Organizational..., Employee Relations, Employment Law, HR Consulting, HR Policies, Applicant Tracking..., Temporary Placement, Benefits Negotiation, Salary, FMLA, Performance Management, COBRA, Open Enrollment, Affirmative Action, SPHR, Employee Engagement, Employee Handbooks, Talent Acquisition, Workers Compensation, College Recruiting, Job Evaluation, Succession Planning, System Administration, Sourcing, Workforce Planning, Taleo, Labor Relations, Employee Training
Education
Nova Southeastern University 2009 — 2012
Masters, Human Resource Management
University of South Florida 2001 — 2005
Bachelors, Finance
Wells Fargo Insurance Services May 1978 - Present
Harris & Harris May 1978 - November 1998
Aetna Casualty & Surety October 1973 - May 1978
Skills
Property & Casualty..., Insurance, Professional Liability, Underwriting, Risk Management, Business Development, Commercial Insurance, Liability, Brokers, Workers Compensation, Reinsurance, D&O, Casualty, Excess, Commercial Lines, Employment Practices..., Legal Liability, Claims Management, Claim, General Insurance, Umbrella Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Disability Insurance, Life Insurance, Long Term Care Insurance, Employee Benefits, Financial Risk, Enterprise Risk..., Financial Services, Surety Bonds
Education
Penn State University 1969 — 1973
Bachelor of Science (BS), Insurance & Real Estate
HUB International October 2014 - Present
Wells Fargo Insurance Services September 2009 - August 2014
Brown & Brown December 2002 - April 2009
State Farm January 2001 - January 2002
Progressive Insurance November 1999 - January 2001
Skills
Workers Compensation, Professional Liability, Liability, Commercial Insurance, Paralegals, Insurance, Licensed Property &..., Computers, Legal Liability, Commercial Lines, Employment Practices..., Inland Marine, Casualty, Property, Underwriting, Brokers, General Insurance, Umbrella Insurance, Customer Service, Risk Management, Property, Casualty Insurance
Education
Pikes Peak Community College 1997 — 2000
AAS, Paralegal
Woodland Park High School 1993 — 1997
HS Diploma, General
Wells Fargo Insurance Services Account ManagerCrawford InsuranceApril 1993 - April 1999
Education
Northern Kentucky University
Wells Fargo Insurance Services April 2014 - Present
Travelers Insurance September 2011 - April 2013
American Hardware Mutual Insurance Co September 2006 - February 2011
American Hardware Mutual Insurance Co February 1992 - September 2006
American Hardware Mutual Insurance Co January 1990 - February 1992
American Hardware Mutual Insurance Co November 1986 - January 1990
American Hardware Mutual Insurance Co May 1986 - November 1986
Skills
Insurance, Underwriting, Commercial Insurance, Property & Casualty..., Customer Service, Sales, Management, Casualty Insurance, General Insurance, Commercial Lines, Liability, Claim, Sales Management, Workers Compensation, Life Insurance, Risk Management, Professional Liability, Legal Liability, Brokers, Umbrella Insurance, Microsoft Excel, Employee Benefits, Health Insurance
Education
Normandale Community College
Accounting
St Louis Park MN High School
High School Diploma
Wells Fargo Insurance Services June 2005 - Present
Marsh March 1995 - June 2005
Northrop Grumman Corporation October 1988 - March 1995
Skills
Property and Casualty..., Property & Casualty..., Invoicing, Underwriting, Insurance, Management, Marketing, Direct Marketing, New Business Development, Financial Services, Teamwork, Auditing, Proposal Writing, Databases, Account Management
Education
National University 1988 — 1989
Certificate in Business, Business Administration and Management, General
Wells Fargo Insurance Services February 2012 - Present
Rutherfoord April 2011 - January 2012
AMEC Earth & Environmental, Inc. November 2008 - April 2011
Education
Temple University 2007 — 2010
MBA, Insurance and Risk Management
Penn State University 2000 — 2004
B.S., Marketing
Wells Fargo Insurance Services October 2011 - March 2012
Wells Fargo Insurance Services USA October 2011 - March 2012
Newedge USA May 2007 - March 2011
Chicago Mercantile Exchange Inc March 1999 - February 2007
CHGO MERCANTILE EXCHANGE January 1995 - March 1999
Skills
Cash Management, Consolidation, Financial Statements, PeopleSoft, Journal Entries, Financial Modeling, Treasury, General Ledger, Swaps, Settlement, Cash Flow, Payroll, Financial Analysis, SWIFT payments, Investments, Accounting, Customer Service, Treasury Management, Banking, Invoicing, FX Options, Analysis, Payments, Foreign Exchange, Management
Education
Northern Illinois University 1990 — 1994
Bachelor's degree, Economics
Northern Illinois University 1990 — 1994
Bachelor of Science, Economics
Admin America 2014 - Present
Torus Insurance 2013 - 2014
S.H. Smith & Company Inc. 2008 - 2012
Mercator Risk Services 2006 - 2008
Wells Fargo Insurance Services 2002 - 2006
AIG 1996 - 2002
Nationwide Insurance 1988 - 1996
Skills
Property & Casualty..., Underwriting, Insurance, Brokers, Commercial Insurance, Claim, Claims Management
Education
Ohio University
Wells Fargo Insurance Services November 2007 - Present
Willis April 2002 - October 2007
Andrew-Anthony Companies November 1997 - April 2002
Skills
Placement of Property &..., Contract reviews for..., Corporate Risk..., Financial management of..., Licensing for..., Contractual Agreements, Program Management, Risk Management, Analysis, Professional Liability, Insurance
Education
Northeastern University 1971 — 1976
Bachelor of Science (B.S.), Accounting
Wells Fargo Home Mortgage December 2013 - June 2015
Pearson VUE September 2013 - November 2013
UnitedHealthcare October 2011 - May 2013
Wells Fargo Insurance Services March 2011 - August 2011
Wells Fargo Home Mortgage September 2010 - March 2011
TCF Bank August 2007 - August 2010
Target August 2005 - August 2007
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Leadership, Customer Satisfaction, Communication, Teamwork, Marketing, Public Speaking, Sales, Food Service, Data Entry, Clerical Work, Call Centers, Banking, Retail Banking, UPS Shipping, Personal Banking, Building Relationships, Data Analysis, Friendly Personality
Education
University of Minnesota-Twin Cities 2008 — 2009
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Normandale Community College 2005 — 2008
Associate of Arts (A.A.), Accounting
Dakota County May 2014 - Present
Wells Fargo Insurance Services January 1998 - January 2013
Wells Fargo Insurance Services January 1991 - January 1998
Wells Fargo Insurance Services January 1989 - January 1991
Skills
Insurance, Property & Casualty..., Commercial Insurance, Claim, Workers Compensation, General Insurance, Liability, Brokers, Casualty, Claims Management, Professional Liability
Education
Normandale Community College
Associates Degree, Business Administration and Management, General
Wake Forest Baptist Medical Center April 2015 - Present
Hatcher's - Self Employed November 2014 - April 2015
Hatcher's - Self Employed October 2013 - November 2014
Lowe's Home Improvement August 2013 - October 2013
MSG Services, Inc. October 2012 - February 2013
Wells Fargo Insurance Services December 2010 - August 2011
High Country Insurance Service, Inc. dba Denton Insurance Agency August 2004 - May 2010
Self Employed December 2003 - August 2004
Stroud-Miller Insurance Services, Inc. June 2002 - December 2003
Cameron M. Harris & Co./ AF Insurance Services June 1995 - June 2002
Skills
Accounting, Sales, Analysis, Property & Casualty..., Purchasing, Troubleshooting, Customer Service, Insurance, Process Improvement, Employee Benefits, Outlook, Management, Call Centers, Customer Relations, Account Management, Customer Satisfaction, Customer Retention, Marketing, Team Building, Negotiation
Education
Wilkes Community College 2003 — 2003
Certification, Pharmacy Technician/Assistant
Pasco-Hernando Community College 1974 — 1975
N/A
Wells Fargo Insurance Services November 2007 - May 2015
Willis April 2002 - October 2007
Andrew-Anthony Companies November 1997 - April 2002
Skills
Insurance Brokerage,..., Risk Management, Marketing, Insurance, Real Estate, Accounting, Retail, Proposal Writing, Construction, Financial Services, Policy, Manufacturing, Property & Casualty...
Education
Northeastern University 1971 — 1976
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Insurance Services 2009 - Present
Wells Fargo Insurance Services 1998 - 2009
Wells Fargo Insurance Services 1995 - 1998
Wells Fargo Insurance Services 1993 - 1995
Skills
Customer Service, Team Building, Property & Casualty..., Training, Market Knowledge, Negotiation, Risk Management, Workers Compensation, Professional Liability, Legal Liability, Risk Assessment, Directors & Officers..., Employment Practices..., Commercial Insurance
Education
North Carolina State University 1987 — 1992
Bachelor’s Degree, Political Science and Government