Wells Fargo Insurance Services
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1,994 Wells Fargo Insurance Services employees in database. Find out everything there's to know about Wells Fargo Insurance Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Insurance Services Employees
Employee
Years
Job
Industry
Darren A. Bruton Darren A. Bruton's Wells Fargo Insurance Services Experience May 2011 - November 2012
Job Director, Sales & Service (Public & Labor) at Aetna
Industry Insurance
Experience
Aetna May 2014 - Present
Houston Chapter ISCEBS January 2011 - Present
Dynamic Health Strategies December 2012 - May 2014
Wells Fargo Insurance Services May 2011 - November 2012
Hays Companies May 2007 - June 2011
Aetna December 2004 - May 2007
Aetna / Prudential Healthcare 1997 - 1999
Skills
Employee Benefits, Benefits, Insurance, Sales Management, Customer Relations, Healthcare, Health, Customer Service, Strategic Planning, Benefits Administration, Account Management, New Business Development, Health Insurance, Dental, Team Building, Negotiation, Public Speaking, Consultative Selling, Business Strategy, Underwriting, Selling, Dentistry, Managed Care, Brokers, Disability Insurance
Education
Sam Houston State University 1992 — 1996
BBA, Marketing
Spring High School
Spring High School
Aetna May 2014 - Present
Houston Chapter ISCEBS January 2011 - Present
Dynamic Health Strategies December 2012 - May 2014
Wells Fargo Insurance Services May 2011 - November 2012
Hays Companies May 2007 - June 2011
Aetna December 2004 - May 2007
Aetna / Prudential Healthcare 1997 - 1999
Skills
Employee Benefits, Benefits, Insurance, Sales Management, Customer Relations, Healthcare, Health, Customer Service, Strategic Planning, Benefits Administration, Account Management, New Business Development, Health Insurance, Dental, Team Building, Negotiation, Public Speaking, Consultative Selling, Business Strategy, Underwriting, Selling, Dentistry, Managed Care, Brokers, Disability Insurance
Education
Sam Houston State University 1992 — 1996
BBA, Marketing
Spring High School
Spring High School
Christina *CJ* S. Miller Christina *CJ* S. Miller's Wells Fargo Insurance Services Experience March 2014 - July 2014
Job Billing Accountant at Digital First Media/Media News Group
Industry Accounting
Experience
Digital First Media July 2014 - Present
CJ's Unique Boutique 2008 - Present
Wells Fargo Insurance Services March 2014 - July 2014
Pikes Peak Community College December 2013 - March 2014
Skills
Merchandising, Customer Service, Accounting, Manufacturing, Cost Management, Cost Control, Accounts Receivable, Accounts Payable, Microsoft Excel, Microsoft Word, Inventory Management, Strategic Planning, Team Leadership, Team Building, Social Media, Sales, Sales Management, Retail, Event Planning, Management
Education
Pikes Peak Community College 2013 — 2015
Currently working towards A.A.S., Accounting
University of Nebraska-Lincoln 1997 — 1999
Bachelor's Degree, German and Secondary Education
Digital First Media July 2014 - Present
CJ's Unique Boutique 2008 - Present
Wells Fargo Insurance Services March 2014 - July 2014
Pikes Peak Community College December 2013 - March 2014
Skills
Merchandising, Customer Service, Accounting, Manufacturing, Cost Management, Cost Control, Accounts Receivable, Accounts Payable, Microsoft Excel, Microsoft Word, Inventory Management, Strategic Planning, Team Leadership, Team Building, Social Media, Sales, Sales Management, Retail, Event Planning, Management
Education
Pikes Peak Community College 2013 — 2015
Currently working towards A.A.S., Accounting
University of Nebraska-Lincoln 1997 — 1999
Bachelor's Degree, German and Secondary Education
Luann Tufts Luann Tufts's Wells Fargo Insurance Services Experience August 2012 - Present
Job Benefits Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2012 - Present
LifeWise Health Plan of Oregon January 2001 - August 2012
Kaiser Permanente April 1995 - May 2000
Skills
Health Insurance, Underwriting, Employee Benefits, Brokers, Managed Care, Health Savings Accounts, Commercial Insurance, Liability Analysis, Analysis, Claim, Reinsurance
Education
Portland State University
B.S., Mathematics
Wells Fargo Insurance Services August 2012 - Present
LifeWise Health Plan of Oregon January 2001 - August 2012
Kaiser Permanente April 1995 - May 2000
Skills
Health Insurance, Underwriting, Employee Benefits, Brokers, Managed Care, Health Savings Accounts, Commercial Insurance, Liability Analysis, Analysis, Claim, Reinsurance
Education
Portland State University
B.S., Mathematics
Angel Findley Angel Findley's Wells Fargo Insurance Services Experience December 2003 - August 2008
Job Account Manager at Global Healthcare Alliance
Industry Hospital & Health Care
Experience
Global Healthcare Alliance April 2015 - Present
Sky Real Estate Professionals August 2012 - Present
The CCS Companies October 2008 - April 2015
Cushman & Wakefield May 2011 - February 2012
Wells Fargo Insurance Services December 2003 - August 2008
United States Air Force January 1997 - July 2002
Skills
Reporting Research..., Real Estate, Written & Verbal..., Integrity and Trust, Project Management, Attention to Detail, Objectivity, Auditing, Mentoring, Business Development, Business Process..., Business Coaching, Organizational..., Aquisition, Manage Client..., Client Retention, Access, Insurance, Negotiation, Strategy, Process Improvement, Vendor Management, Healthcare, Business Analysis, Revenue Cycle, Analysis, Customer Retention, Risk Management, Customer Service, Accounting, Program Management, Account Management, CRM, Marketing, Team Building, Management, Contract Negotiation, Visio, Leadership Development
Education
Sam Houston State University 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Health Financial Management Association 2015 — 2015
Certification, Certified Revenue Cycle Management
Champions School of Real Estate 2011 — 2012
TREC License, Real Estate
University of Phoenix 2009 — 2010
Associate's degree, Business Administration and Management, General
America's Training Center 2005 — 2005
CA Resident Insurance Producer: #0E65815, Property, Casualty, and Life & Health
Global Healthcare Alliance April 2015 - Present
Sky Real Estate Professionals August 2012 - Present
The CCS Companies October 2008 - April 2015
Cushman & Wakefield May 2011 - February 2012
Wells Fargo Insurance Services December 2003 - August 2008
United States Air Force January 1997 - July 2002
Skills
Reporting Research..., Real Estate, Written & Verbal..., Integrity and Trust, Project Management, Attention to Detail, Objectivity, Auditing, Mentoring, Business Development, Business Process..., Business Coaching, Organizational..., Aquisition, Manage Client..., Client Retention, Access, Insurance, Negotiation, Strategy, Process Improvement, Vendor Management, Healthcare, Business Analysis, Revenue Cycle, Analysis, Customer Retention, Risk Management, Customer Service, Accounting, Program Management, Account Management, CRM, Marketing, Team Building, Management, Contract Negotiation, Visio, Leadership Development
Education
Sam Houston State University 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Health Financial Management Association 2015 — 2015
Certification, Certified Revenue Cycle Management
Champions School of Real Estate 2011 — 2012
TREC License, Real Estate
University of Phoenix 2009 — 2010
Associate's degree, Business Administration and Management, General
America's Training Center 2005 — 2005
CA Resident Insurance Producer: #0E65815, Property, Casualty, and Life & Health
Mark Burkhardt Mark Burkhardt's Wells Fargo Insurance Services Experience November 2005 - Present
Job Agribusiness Sales at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2005 - Present
Burkhardt Farms June 1983 - April 2006
Professional Computer Systems April 1988 - January 2005
Skills
Property & Casualty..., Agribusiness, Casualty, Claim, Risk Management, Claims Management, Sales, Sales Management, New Business Development, Strategic Planning, Small Business, Farms, Underwriting
Education
Purdue University 1979 — 1983
Bachelor of Science (BS), Agriculture
Winchester Community High School 1975 — 1979
Agriculture, General
Wells Fargo Insurance Services November 2005 - Present
Burkhardt Farms June 1983 - April 2006
Professional Computer Systems April 1988 - January 2005
Skills
Property & Casualty..., Agribusiness, Casualty, Claim, Risk Management, Claims Management, Sales, Sales Management, New Business Development, Strategic Planning, Small Business, Farms, Underwriting
Education
Purdue University 1979 — 1983
Bachelor of Science (BS), Agriculture
Winchester Community High School 1975 — 1979
Agriculture, General
Jeff Hardwick's Wells Fargo Insurance Services Experience July 2009 - July 2015
Job Executive Account Manager at RiskPoint Insurance Advisors
Industry Insurance
Experience
RiskPoint Insurance Advisors July 2015 - Present
Wells Fargo Insurance Services July 2009 - July 2015
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Professional Liability, Legal Liability, Account Management, Casualty Insurance, Brokers, Claim, Marketing
Education
Portland State University 2000 — 2002
Bachelor of Applied Science (B.A.Sc.), Administration of Justice
RiskPoint Insurance Advisors July 2015 - Present
Wells Fargo Insurance Services July 2009 - July 2015
Skills
Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Professional Liability, Legal Liability, Account Management, Casualty Insurance, Brokers, Claim, Marketing
Education
Portland State University 2000 — 2002
Bachelor of Applied Science (B.A.Sc.), Administration of Justice
Matthew Goltiao Matthew Goltiao's Wells Fargo Insurance Services Experience April 2015 - Present
Job Accounts Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2015 - Present
Republic Indemnity December 2013 - April 2015
Patelco Credit Union March 2013 - November 2013
Prometheus Real Estate Group August 2012 - February 2013
Citibank February 2007 - February 2012
Armadillo Willy’s February 2005 - December 2006
Skills
Insurance, Commercial Insurance, Disability Insurance, Marketing, Sales, Financial Analysis, Financial Services, Credit, Customer Service, Management, Microsoft Office
Education
San Jose State University 2005 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
San Jose State University 2004 — 2006
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
Wells Fargo Insurance Services April 2015 - Present
Republic Indemnity December 2013 - April 2015
Patelco Credit Union March 2013 - November 2013
Prometheus Real Estate Group August 2012 - February 2013
Citibank February 2007 - February 2012
Armadillo Willy’s February 2005 - December 2006
Skills
Insurance, Commercial Insurance, Disability Insurance, Marketing, Sales, Financial Analysis, Financial Services, Credit, Customer Service, Management, Microsoft Office
Education
San Jose State University 2005 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
San Jose State University 2004 — 2006
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
John Gitter John Gitter's Wells Fargo Insurance Services Experience July 2014 - Present
Job Newly relocated
Industry Insurance
Experience
Wells Fargo Insurance Services July 2014 - Present
Hays Companies December 2009 - Present
Wells Fargo Insurance Services July 2005 - December 2009
Palmer & Cay July 2003 - January 2005
Aon Risk Services July 1998 - July 2003
Skills
Microsoft Office, Insurance, Leadership, Budgets, Process Improvement, Brokers, Customer Service, Technology Management, Administrative..., Sales, Health Insurance, Property, Commercial Insurance, General Insurance, Liability, Microsoft Excel, Workers Compensation
Education
Roosevelt University 2003 — 2005
Risk Management, Finance & Insurance
Wells Fargo Insurance Services July 2014 - Present
Hays Companies December 2009 - Present
Wells Fargo Insurance Services July 2005 - December 2009
Palmer & Cay July 2003 - January 2005
Aon Risk Services July 1998 - July 2003
Skills
Microsoft Office, Insurance, Leadership, Budgets, Process Improvement, Brokers, Customer Service, Technology Management, Administrative..., Sales, Health Insurance, Property, Commercial Insurance, General Insurance, Liability, Microsoft Excel, Workers Compensation
Education
Roosevelt University 2003 — 2005
Risk Management, Finance & Insurance
Lenora Wood Lenora Wood's Wells Fargo Insurance Services Experience March 2003 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2003 - Present
The Integrity Group, Inc. June 1998 - March 2003
Skills
Insurance, Risk Management, Underwriting, Customer Service, Property & Casualty..., Commercial Insurance, Account Management, Casualty Insurance, Employee Benefits, General Insurance, Leadership, New Business Development, Sales, Workers Compensation
Education
University of North Georgia 2000 — 2002
BBA, Management
Reinhardt University 1998 — 2000
Associate's, Business Administration
Wells Fargo Insurance Services March 2003 - Present
The Integrity Group, Inc. June 1998 - March 2003
Skills
Insurance, Risk Management, Underwriting, Customer Service, Property & Casualty..., Commercial Insurance, Account Management, Casualty Insurance, Employee Benefits, General Insurance, Leadership, New Business Development, Sales, Workers Compensation
Education
University of North Georgia 2000 — 2002
BBA, Management
Reinhardt University 1998 — 2000
Associate's, Business Administration
Julia Dodge Julia Dodge's Wells Fargo Insurance Services Experience February 2011 - Present
Job Account Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services February 2011 - Present
Aetna 2007 - 2011
The Segal Company December 2006 - November 2007
Aetna July 2005 - November 2006
Education
Saint Mary's College of California 2001 — 2005
Bachelor of Business Administration (BBA)
Wells Fargo Insurance Services February 2011 - Present
Aetna 2007 - 2011
The Segal Company December 2006 - November 2007
Aetna July 2005 - November 2006
Education
Saint Mary's College of California 2001 — 2005
Bachelor of Business Administration (BBA)
Lisa Abernathy Lisa Abernathy's Wells Fargo Insurance Services Experience June 2002 - Present
Job Risk Management and Program Practice Leader at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2002 - Present
Aon 1991 - 2002
Selective Insurance 1985 - 1990
Skills
Underwriting, Casualty, Leadership, General Insurance, Claim, Property & Casualty..., Legal Liability, Commercial Insurance, Liability, Professional Liability, Strategic Planning, Brokers, Risk Management, Employee Benefits, Workers Compensation, Insurance, Commercial Lines, Umbrella Insurance, Health Insurance, Claims Management, Risk Assessment, Excess, Insurance Brokerage, Reinsurance, Casualty Insurance
Education
Queens University of Charlotte
Wells Fargo Insurance Services June 2002 - Present
Aon 1991 - 2002
Selective Insurance 1985 - 1990
Skills
Underwriting, Casualty, Leadership, General Insurance, Claim, Property & Casualty..., Legal Liability, Commercial Insurance, Liability, Professional Liability, Strategic Planning, Brokers, Risk Management, Employee Benefits, Workers Compensation, Insurance, Commercial Lines, Umbrella Insurance, Health Insurance, Claims Management, Risk Assessment, Excess, Insurance Brokerage, Reinsurance, Casualty Insurance
Education
Queens University of Charlotte
Jon Heinson Jon Heinson's Wells Fargo Insurance Services Experience 1990 - Present
Job Insurance Broker at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 1990 - Present
Skills
Employment Practices..., Property & Casualty..., Professional Liability, Commercial Insurance, Legal Liability, Insurance, Liability, D&O, Workers Compensation, Umbrella Insurance, Property Damage, Casualty, Environmental Risks
Education
Portland State University 1968 — 1971
BA, Psychology
CalState Hayward
Wells Fargo Insurance Services 1990 - Present
Skills
Employment Practices..., Property & Casualty..., Professional Liability, Commercial Insurance, Legal Liability, Insurance, Liability, D&O, Workers Compensation, Umbrella Insurance, Property Damage, Casualty, Environmental Risks
Education
Portland State University 1968 — 1971
BA, Psychology
CalState Hayward
Chet Laws's Wells Fargo Insurance Services Experience March 2011 - Present
Job Vice President Business Development at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2011 - Present
Magnolia LTC Management Services, Inc./ Continuing Care Risk Retention Group (CCRRG) July 2010 - March 2011
Servpro of Petaluma / Rohnert Park May 2009 - July 2010
Costello & Sons Insurance (CSI) November 2008 - March 2009
Heffernan Insurance Brokers February 2007 - July 2008
ABD Insurance and Financial Services June 2001 - February 2007
Firemans Fund Insurance Company March 1985 - February 1997
Skills
New Business Development, Well-organized, Inter-personal, Exceptional People..., Legal Liability, Sales, Umbrella Insurance, Dentistry, Property, Policy, Automobile, Medicine, LTD, Insurance, Workers Compensation, Underwriting, Commercial Insurance, Property & Casualty..., Employee Benefits, Liability, Management, Salesforce.com, Marketing, Selling, Business Development, Customer Retention, Finance, Human Resources, Executive Management, Sales Management, Direct Marketing
Education
The National Alliance for Insurance Education & Research 2000 — 2012
CIC, CRM & ARM, Insurance
Marin Academy High School 1975 — 1979
HS, General
Saint Mary's College of California
Bachelor's, Business
Wells Fargo Insurance Services March 2011 - Present
Magnolia LTC Management Services, Inc./ Continuing Care Risk Retention Group (CCRRG) July 2010 - March 2011
Servpro of Petaluma / Rohnert Park May 2009 - July 2010
Costello & Sons Insurance (CSI) November 2008 - March 2009
Heffernan Insurance Brokers February 2007 - July 2008
ABD Insurance and Financial Services June 2001 - February 2007
Firemans Fund Insurance Company March 1985 - February 1997
Skills
New Business Development, Well-organized, Inter-personal, Exceptional People..., Legal Liability, Sales, Umbrella Insurance, Dentistry, Property, Policy, Automobile, Medicine, LTD, Insurance, Workers Compensation, Underwriting, Commercial Insurance, Property & Casualty..., Employee Benefits, Liability, Management, Salesforce.com, Marketing, Selling, Business Development, Customer Retention, Finance, Human Resources, Executive Management, Sales Management, Direct Marketing
Education
The National Alliance for Insurance Education & Research 2000 — 2012
CIC, CRM & ARM, Insurance
Marin Academy High School 1975 — 1979
HS, General
Saint Mary's College of California
Bachelor's, Business
Jeffrey Lue, SPHR Jeffrey Lue, SPHR's Wells Fargo Insurance Services Experience January 2007 - October 2012
Job Benefits Management
Industry Insurance
Experience
Heffernan Insurance Brokers October 2012 - Present
Wells Fargo Insurance Services January 2007 - October 2012
ABD Insurance and Financial Services March 2004 - December 2006
ABD Insurance and Financial Services September 2001 - February 2004
Liquid Audio January 2000 - June 2001
Skills
Employee Benefits, Strategic Planning, Negotiation, Benefits Management, Health Insurance, Benefits Design, Benefits Administration, COBRA, Open Enrollment, HIPAA, Renewals, Financial Forecasting, Healthcare, Disability Insurance, Voluntary Employee..., Contract Review, Contract Management, COBRA Administration, Leaves Of Absence, Compliance Audits, Market Evaluation, Bid Process Management, Health Care Reform, Group Insurance, Vendor Management, Employee Wellness, Customer Service, Relationship Management, Workers Compensation, Underwriting, Account Management, Management, Brokers, Insurance, Life Insurance
Education
San Jose State University
BS, Business Administration - Human Resource Management
Heffernan Insurance Brokers October 2012 - Present
Wells Fargo Insurance Services January 2007 - October 2012
ABD Insurance and Financial Services March 2004 - December 2006
ABD Insurance and Financial Services September 2001 - February 2004
Liquid Audio January 2000 - June 2001
Skills
Employee Benefits, Strategic Planning, Negotiation, Benefits Management, Health Insurance, Benefits Design, Benefits Administration, COBRA, Open Enrollment, HIPAA, Renewals, Financial Forecasting, Healthcare, Disability Insurance, Voluntary Employee..., Contract Review, Contract Management, COBRA Administration, Leaves Of Absence, Compliance Audits, Market Evaluation, Bid Process Management, Health Care Reform, Group Insurance, Vendor Management, Employee Wellness, Customer Service, Relationship Management, Workers Compensation, Underwriting, Account Management, Management, Brokers, Insurance, Life Insurance
Education
San Jose State University
BS, Business Administration - Human Resource Management
Lucy Minter Lucy Minter's Wells Fargo Insurance Services Experience August 2010 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2010 - Present
Brown & Brown September 2005 - July 2010
Skills
Employee Benefits, Health Insurance
Education
Salem College 1983 — 1987
Bachelor's Degree, English and Economics
Wells Fargo Insurance Services August 2010 - Present
Brown & Brown September 2005 - July 2010
Skills
Employee Benefits, Health Insurance
Education
Salem College 1983 — 1987
Bachelor's Degree, English and Economics
Linda Pharoah Linda Pharoah's Wells Fargo Insurance Services Experience March 2001 - January 2012
Job Insurance Professional
Industry Insurance
Experience
Oasis Outsourcing June 2012 - May 2013
Wells Fargo Insurance Services March 2001 - January 2012
Acordia, Inc November 1991 - March 2001
Education
Ryerson University
BA, Administration and Information Management
Oasis Outsourcing June 2012 - May 2013
Wells Fargo Insurance Services March 2001 - January 2012
Acordia, Inc November 1991 - March 2001
Education
Ryerson University
BA, Administration and Information Management
Robert Hamchuk Robert Hamchuk's Wells Fargo Insurance Services Experience January 2009 - Present
Job VP, Technology Manager
Industry Insurance
Experience
Wells Fargo Insurance Services January 2009 - Present
ABD Insuance & Financial Services August 2000 - January 2009
InsWeb December 1999 - August 2000
Cal Comp/Superior National Insurance Group July 1998 - December 1999
HIH America Compensation and Liability Insurance Company April 1996 - July 1998
Zenith Insurance Company (United States) 1991 - 1996
ICG Consulting Group August 1986 - February 1991
Skills
Professional Liability, Commercial Insurance, Workers Compensation, Underwriting, Insurance, Property & Casualty..., Visio, Claim, Brokers, Health Insurance, Casualty, General Insurance, Liability, Enterprise Risk..., Risk Management, IT Management, Disaster Recovery, Vendor Management, IT Compliance, Network Administration, Applications Software..., Team Leadership, Mergers & Acquisitions, Divestitures, Microsoft Exchange, Casualty Insurance
Education
San Jose State University 1985 — 1987
Bachelor of Arts (B.A.), Psychology
Wells Fargo Insurance Services January 2009 - Present
ABD Insuance & Financial Services August 2000 - January 2009
InsWeb December 1999 - August 2000
Cal Comp/Superior National Insurance Group July 1998 - December 1999
HIH America Compensation and Liability Insurance Company April 1996 - July 1998
Zenith Insurance Company (United States) 1991 - 1996
ICG Consulting Group August 1986 - February 1991
Skills
Professional Liability, Commercial Insurance, Workers Compensation, Underwriting, Insurance, Property & Casualty..., Visio, Claim, Brokers, Health Insurance, Casualty, General Insurance, Liability, Enterprise Risk..., Risk Management, IT Management, Disaster Recovery, Vendor Management, IT Compliance, Network Administration, Applications Software..., Team Leadership, Mergers & Acquisitions, Divestitures, Microsoft Exchange, Casualty Insurance
Education
San Jose State University 1985 — 1987
Bachelor of Arts (B.A.), Psychology
Rich Stark Rich Stark's Wells Fargo Insurance Services Experience January 1981 - January 2011
Job Personal Insurance Services Dept Mgr at George Petersen Insurance Agency
Industry Consumer Services
Experience
George Petersen Insurance Agency January 2011 - Present
Wells Fargo Insurance Services January 1981 - January 2011
Skills
Property & Casualty..., Insurance, Professional Liability, Commercial Insurance, Liability, Legal Liability, Commercial Lines, Casualty, Umbrella Insurance, General Insurance, Employment Practices..., Health Insurance, D&O, Brokers, Workers Compensation, Casualty Insurance
Education
Rutgers University 1972 — 1978
BA, Psychology
George Petersen Insurance Agency January 2011 - Present
Wells Fargo Insurance Services January 1981 - January 2011
Skills
Property & Casualty..., Insurance, Professional Liability, Commercial Insurance, Liability, Legal Liability, Commercial Lines, Casualty, Umbrella Insurance, General Insurance, Employment Practices..., Health Insurance, D&O, Brokers, Workers Compensation, Casualty Insurance
Education
Rutgers University 1972 — 1978
BA, Psychology
Bill Tankersley Bill Tankersley's Wells Fargo Insurance Services Experience 1995 - 2005
Job Substitute High School Teacher
Industry Primary/Secondary Education
Experience
Truckee Schools July 2012 - Present
Retired and enjoying Life. January 2015 - March 2015
Wells Fargo Insurance Services 1995 - 2005
Farmers Insurance Group of Companies April 1981 - April 1991
Skills
Golf, New Business Development, Commercial Insurance, Marketing Strategy, Long-term Care, Training, Disability Insurance, Teaching, Community Outreach, Team Building, Public Speaking, Nonprofits, Event Planning, Fundraising, Marketing, Staff Development, Coaching, Curriculum Development, Grant Writing, Editing, Educational Leadership, Volunteer Management, Research, Leadership Development, Program Development, Curriculum Design, Higher Education, Leadership, Social Networking, Workshop Facilitation, Microsoft Word, PowerPoint, Conflict Resolution
Education
The American College 1998 — 2000
CLU, Life Insurance
San Jose State University 1965 — 1968
Bachelor of Arts (BA), Econ, Bus and Life
Truckee Schools July 2012 - Present
Retired and enjoying Life. January 2015 - March 2015
Wells Fargo Insurance Services 1995 - 2005
Farmers Insurance Group of Companies April 1981 - April 1991
Skills
Golf, New Business Development, Commercial Insurance, Marketing Strategy, Long-term Care, Training, Disability Insurance, Teaching, Community Outreach, Team Building, Public Speaking, Nonprofits, Event Planning, Fundraising, Marketing, Staff Development, Coaching, Curriculum Development, Grant Writing, Editing, Educational Leadership, Volunteer Management, Research, Leadership Development, Program Development, Curriculum Design, Higher Education, Leadership, Social Networking, Workshop Facilitation, Microsoft Word, PowerPoint, Conflict Resolution
Education
The American College 1998 — 2000
CLU, Life Insurance
San Jose State University 1965 — 1968
Bachelor of Arts (BA), Econ, Bus and Life
Bruce Evans, MBA, PHR Bruce Evans, MBA, PHR's Wells Fargo Insurance Services Experience March 2010 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services March 2010 - Present
Tompkins Consulting Companies, Inc. June 2007 - March 2010
Merix Corporation August 2006 - June 2007
The Regence Group August 1999 - July 2006
Skills
Employee Benefits, Employee Relations, HRIS, Recruiting, Benefits Administration, Vendor Management, Talent Acquisition, Account Management, Customer Service, Applicant Tracking..., Insurance, Human Resources, Disability Insurance
Education
Portland State University 1996 — 1999
MBA, Human Resource Management
Wells Fargo Insurance Services March 2010 - Present
Tompkins Consulting Companies, Inc. June 2007 - March 2010
Merix Corporation August 2006 - June 2007
The Regence Group August 1999 - July 2006
Skills
Employee Benefits, Employee Relations, HRIS, Recruiting, Benefits Administration, Vendor Management, Talent Acquisition, Account Management, Customer Service, Applicant Tracking..., Insurance, Human Resources, Disability Insurance
Education
Portland State University 1996 — 1999
MBA, Human Resource Management
Deanna J. Johnson Deanna J. Johnson's Wells Fargo Insurance Services Experience February 2003 - May 2008
Job Director of Compliance, Team BIM; Board Secretary at Central KY Association of Health Underwriters
Industry Insurance
Experience
Benefit Insurance Marketing October 2008 - Present
Central KY Association of Health Underwriters 2013 - Present
Wells Fargo Insurance Services February 2003 - May 2008
Great-West Life and Annuity Insurance Company October 1999 - February 2003
CitiStreet February 1998 - October 1999
UNIVERSITY OF KENTUCKY CENTER FOR RURAL HEALTH May 1996 - November 1997
ACORDIA OF LEXINGTON January 1995 - May 1996
Skills
Employee Benefits, Group Benefits, Group Benefit Plans, Employment Law..., Employee Benefit Plan..., Compliance, Health Care Law, 5500s, Health Insurance, Life Insurance, Insurance, Organizational..., Staff Training, Training, Benefits Administration, Section 125 Plans, Flexible Spending..., COBRA, Employee Wellness..., Financial Analysis, Benefits Strategy, Benefits Plan Design, RFP preparation, RFP, Customer Service, Brokers, Open Enrollment, Online Enrollment, Benefit Communication, Wellness, Benefits Analysis, 401k, Deferred Compensation, Regulatory Compliance, Disability Insurance, Strategic Planning, Management
Education
Reinhardt University 2002 — 2004
Bachelor of Arts, Organizational Leadership
Sullivan University 1991 — 1993
Diploma, Business Management with a minor in Administrative Management
Benefit Insurance Marketing October 2008 - Present
Central KY Association of Health Underwriters 2013 - Present
Wells Fargo Insurance Services February 2003 - May 2008
Great-West Life and Annuity Insurance Company October 1999 - February 2003
CitiStreet February 1998 - October 1999
UNIVERSITY OF KENTUCKY CENTER FOR RURAL HEALTH May 1996 - November 1997
ACORDIA OF LEXINGTON January 1995 - May 1996
Skills
Employee Benefits, Group Benefits, Group Benefit Plans, Employment Law..., Employee Benefit Plan..., Compliance, Health Care Law, 5500s, Health Insurance, Life Insurance, Insurance, Organizational..., Staff Training, Training, Benefits Administration, Section 125 Plans, Flexible Spending..., COBRA, Employee Wellness..., Financial Analysis, Benefits Strategy, Benefits Plan Design, RFP preparation, RFP, Customer Service, Brokers, Open Enrollment, Online Enrollment, Benefit Communication, Wellness, Benefits Analysis, 401k, Deferred Compensation, Regulatory Compliance, Disability Insurance, Strategic Planning, Management
Education
Reinhardt University 2002 — 2004
Bachelor of Arts, Organizational Leadership
Sullivan University 1991 — 1993
Diploma, Business Management with a minor in Administrative Management
Kelly Mitten Wark Kelly Mitten Wark's Wells Fargo Insurance Services Experience 2003 - 2014
Job Senior Benefits Consultant at Lyons Companies
Industry Insurance
Experience
Lyons Companies February 2014 - Present
Wells Fargo Insurance Services 2003 - 2014
The Zutz Group 2000 - 2003
Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Disability Insurance, Health Savings Accounts, Life Insurance, Term Life Insurance, Brokers, Medicare, COBRA, Health Care Reform, Open Enrollment, Reinsurance, Long-term Care, Benefits Administration, Defined Benefit, ERISA, Retirement, Workers Compensation, Employee Wellness, Long Term Care Insurance, Group Insurance, Account Management, HIPAA, Executive Pay, Claim, Vendor Management, Performance Management, Whole Life, HRIS, Onboarding, Compensation, HR Policies, Leadership, Strategic Planning, Risk Management
Education
Radford University 1993 — 1997
BA, Psychology and Sports Medicine
Lyons Companies February 2014 - Present
Wells Fargo Insurance Services 2003 - 2014
The Zutz Group 2000 - 2003
Skills
Insurance, Health Insurance, Employee Benefits, Underwriting, Disability Insurance, Health Savings Accounts, Life Insurance, Term Life Insurance, Brokers, Medicare, COBRA, Health Care Reform, Open Enrollment, Reinsurance, Long-term Care, Benefits Administration, Defined Benefit, ERISA, Retirement, Workers Compensation, Employee Wellness, Long Term Care Insurance, Group Insurance, Account Management, HIPAA, Executive Pay, Claim, Vendor Management, Performance Management, Whole Life, HRIS, Onboarding, Compensation, HR Policies, Leadership, Strategic Planning, Risk Management
Education
Radford University 1993 — 1997
BA, Psychology and Sports Medicine
Chris Pennock Chris Pennock's Wells Fargo Insurance Services Experience January 2004 - November 2007
Job at Calender Robinson Insurance
Industry Insurance
Experience
Calender Robinson Insurance January 2010 - Present
California Business Development Center 2009 - Present
Calender Robinson November 2008 - Present
United Against Sexual Assault of sonoma County 2007 - January 2013
ASA Redwood Empire 1990 - 2010
Chris Pennock Insurance Services November 2007 - November 2008
Wells Fargo Insurance Services January 2004 - November 2007
Feeney Durler West Insurance March 1991 - January 2004
Warnaco February 1988 - March 1991
ICM Pharmaceuticals October 1985 - February 1988
Skills
Workers Compensation, Manufacturing, Construction, Risk Management, Professional Liability, Dispute Resolution, Liability, General Liability, D&O, Umbrella, Commercial Insurance, Property & Casualty..., Employment Practices..., Commercial Lines, Insurance, Construction Management, Inland Marine, General Insurance, Engineering, Casualty, Medical Malpractice, Renovation, Excess, Professional Indemnity, Contractors, Residential, Coverage, Product Liability, Fiduciary Liability, Auto Liability, Umbrella Insurance, Residential Homes, Legal Liability, Underwriting, Liability Analysis, Brokers, Small Business, Negotiation, Indemnity, Fiduciary, Fixed Annuities, Life Insurance, Claim, Disability Insurance, Term Life Insurance, Health Insurance, Long-term Care
Education
Saddleback College
Business
Calender Robinson Insurance January 2010 - Present
California Business Development Center 2009 - Present
Calender Robinson November 2008 - Present
United Against Sexual Assault of sonoma County 2007 - January 2013
ASA Redwood Empire 1990 - 2010
Chris Pennock Insurance Services November 2007 - November 2008
Wells Fargo Insurance Services January 2004 - November 2007
Feeney Durler West Insurance March 1991 - January 2004
Warnaco February 1988 - March 1991
ICM Pharmaceuticals October 1985 - February 1988
Skills
Workers Compensation, Manufacturing, Construction, Risk Management, Professional Liability, Dispute Resolution, Liability, General Liability, D&O, Umbrella, Commercial Insurance, Property & Casualty..., Employment Practices..., Commercial Lines, Insurance, Construction Management, Inland Marine, General Insurance, Engineering, Casualty, Medical Malpractice, Renovation, Excess, Professional Indemnity, Contractors, Residential, Coverage, Product Liability, Fiduciary Liability, Auto Liability, Umbrella Insurance, Residential Homes, Legal Liability, Underwriting, Liability Analysis, Brokers, Small Business, Negotiation, Indemnity, Fiduciary, Fixed Annuities, Life Insurance, Claim, Disability Insurance, Term Life Insurance, Health Insurance, Long-term Care
Education
Saddleback College
Business
Valerie (Nifosi) Daniel's Wells Fargo Insurance Services Experience 2006 - 2008
Job Senior Vice President, Risk Management at Insurance Office of America
Industry Insurance
Experience
Insurance Office of America 2013 - Present
Beecher Carlson 2010 - 2012
Arthur J. Gallagher and Co. & Cobbs, Allen & Hall of Georgia, Inc. 2008 - 2010
Wells Fargo Insurance Services 2006 - 2008
ACE Group 2004 - 2006
Aon Risk Services 2001 - 2004
Marsh 1993 - 2001
Education
Rollins College
B.A, Communications and Business Administration
Insurance Office of America 2013 - Present
Beecher Carlson 2010 - 2012
Arthur J. Gallagher and Co. & Cobbs, Allen & Hall of Georgia, Inc. 2008 - 2010
Wells Fargo Insurance Services 2006 - 2008
ACE Group 2004 - 2006
Aon Risk Services 2001 - 2004
Marsh 1993 - 2001
Education
Rollins College
B.A, Communications and Business Administration
Steve Farish Steve Farish's Wells Fargo Insurance Services Experience August 2008 - Present
Job Senior VP, Worksite Voluntary National Practice at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2008 - Present
Wells Fargo Insurance Services, Inc August 2008 - Present
Wachovia Insurance Services, Inc. July 2005 - August 2008
Provident Life & Accident Insurance Company July 1977 - July 1994
Education
Presbyterian College 1974 — 1976
BS, Biology
University of South Carolina-Columbia 1972 — 1974
BS, Marine Biology
Wells Fargo Insurance Services August 2008 - Present
Wells Fargo Insurance Services, Inc August 2008 - Present
Wachovia Insurance Services, Inc. July 2005 - August 2008
Provident Life & Accident Insurance Company July 1977 - July 1994
Education
Presbyterian College 1974 — 1976
BS, Biology
University of South Carolina-Columbia 1972 — 1974
BS, Marine Biology
Gabrielle Mattozzi's Wells Fargo Insurance Services Experience July 2010 - September 2014
Job Office Administrator
Industry Machinery
Experience
ThyssenKrupp Elevator Americas June 2015 - Present
Willbros Engineers, Inc. September 2014 - April 2015
Wells Fargo Insurance Services July 2010 - September 2014
CBP Engineering March 2010 - May 2010
The Residence at Hilltop November 2009 - March 2010
Skills
Insurance, Employee Benefits, Outlook, Administrative..., Health Insurance, Data Entry, Property & Casualty..., Workers Compensation, Customer Service, Microsoft Excel, Spreadsheets, Access, Microsoft Word, Commercial Insurance, Benefits Administration, PowerPoint, Microsoft Office, Underwriting, Office Management, Telephone Skills, Administrative...
Education
Point Park University 2014 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
Bradford School Pitts 2008 — 2009
Associate Degree, Legal Administrative Assistant/Secretary
Monessen High School 2004 — 2008
High School Diploma, General Studies
ThyssenKrupp Elevator Americas June 2015 - Present
Willbros Engineers, Inc. September 2014 - April 2015
Wells Fargo Insurance Services July 2010 - September 2014
CBP Engineering March 2010 - May 2010
The Residence at Hilltop November 2009 - March 2010
Skills
Insurance, Employee Benefits, Outlook, Administrative..., Health Insurance, Data Entry, Property & Casualty..., Workers Compensation, Customer Service, Microsoft Excel, Spreadsheets, Access, Microsoft Word, Commercial Insurance, Benefits Administration, PowerPoint, Microsoft Office, Underwriting, Office Management, Telephone Skills, Administrative...
Education
Point Park University 2014 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
Bradford School Pitts 2008 — 2009
Associate Degree, Legal Administrative Assistant/Secretary
Monessen High School 2004 — 2008
High School Diploma, General Studies
Laura Del Carlo Laura Del Carlo's Wells Fargo Insurance Services Experience September 2007 - Present
Job Compliance Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2007 - Present
Wells Fargo Insurance Services February 1994 - September 2007
Skills
Customer Service, Standards Compliance, Risk Management, Sales, Underwriting, Insurance, Financial Services, Commercial Insurance
Education
San Francisco State University 1982 — 1987
Bachelor's Degree, Marketing
Wells Fargo Insurance Services September 2007 - Present
Wells Fargo Insurance Services February 1994 - September 2007
Skills
Customer Service, Standards Compliance, Risk Management, Sales, Underwriting, Insurance, Financial Services, Commercial Insurance
Education
San Francisco State University 1982 — 1987
Bachelor's Degree, Marketing
Melissa Nevolis Melissa Nevolis's Wells Fargo Insurance Services Experience 2007 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2007 - Present
Skills
Renewals, Flexible Spending..., Group Benefits, Group Health, Dental, Brokers, Wellness Programs, Employee Benefits, Health Insurance, Insurance, Plan Design, Health Savings Accounts, Open Enrollment, Servicing, Account Management, Customer Service, Life Insurance, Disability Insurance, Business Planning, Employee Wellness, Microsoft Excel, Sales
Education
Rutgers University-New Brunswick
Wells Fargo Insurance Services 2007 - Present
Skills
Renewals, Flexible Spending..., Group Benefits, Group Health, Dental, Brokers, Wellness Programs, Employee Benefits, Health Insurance, Insurance, Plan Design, Health Savings Accounts, Open Enrollment, Servicing, Account Management, Customer Service, Life Insurance, Disability Insurance, Business Planning, Employee Wellness, Microsoft Excel, Sales
Education
Rutgers University-New Brunswick
Christina McDonald's Wells Fargo Insurance Services Experience February 2011 - February 2014
Job Deal Execution Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2015 - Present
CEW & Co, LLC June 2014 - July 2015
CBRE February 2014 - June 2014
Wells Fargo Insurance Services February 2011 - February 2014
Allianz Global Corporate & Specialty August 2010 - February 2011
Marketing Expectations, Inc. November 2009 - August 2010
Air2Web March 2009 - February 2010
Skills
Public Relations, Press Releases, Leadership, Sales, Management, Business Development, Salesforce.com, Marketing Management, New Business Development, Email Marketing, Strategic Planning, Account Management, Insurance, Project Management, Program Management, Team Building, Sales Management, Budgets, Microsoft Office, Negotiation, Public Speaking
Education
Samford University 2004 — 2008
B.A, Journalism & Mass Communications (Public Relations) and Communication Studies
Accenture July 2015 - Present
CEW & Co, LLC June 2014 - July 2015
CBRE February 2014 - June 2014
Wells Fargo Insurance Services February 2011 - February 2014
Allianz Global Corporate & Specialty August 2010 - February 2011
Marketing Expectations, Inc. November 2009 - August 2010
Air2Web March 2009 - February 2010
Skills
Public Relations, Press Releases, Leadership, Sales, Management, Business Development, Salesforce.com, Marketing Management, New Business Development, Email Marketing, Strategic Planning, Account Management, Insurance, Project Management, Program Management, Team Building, Sales Management, Budgets, Microsoft Office, Negotiation, Public Speaking
Education
Samford University 2004 — 2008
B.A, Journalism & Mass Communications (Public Relations) and Communication Studies
Jason Boyles Jason Boyles's Wells Fargo Insurance Services Experience August 2013 - Present
Job Attended University of North Carolina at Charlotte
Industry Accounting
Experience
Wells Fargo Insurance Services August 2013 - Present
Skills
Microsoft Excel, Microsoft Word, Economics, Proofreading, Typing
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor of Science (BS), Accounting and Finance
Rowan-Cabarrus Community College 2008 — 2011
Associate of Science (AS), Accounting
Wells Fargo Insurance Services August 2013 - Present
Skills
Microsoft Excel, Microsoft Word, Economics, Proofreading, Typing
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor of Science (BS), Accounting and Finance
Rowan-Cabarrus Community College 2008 — 2011
Associate of Science (AS), Accounting
John Werkheiser's Wells Fargo Insurance Services Experience March 2014 - Present
Job Financial Consultant 4 at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services March 2010 - March 2014
State Street Corporation May 2007 - February 2010
Commonwealth Business Media April 2005 - May 2008
State Street Corporation October 2005 - May 2007
Maniet Financial Services January 2004 - April 2004
Skills
Financial Analysis, Budget Analysis, Expense Management, Ad Hoc Reporting, Proformas, General Ledger, Mutual Funds, Data Analysis, Accounting, Excel, PowerPoint, Essbase, Access, Bloomberg Terminal, DDA, Allocations, Pivot Tables, Budgets, Finance, Microsoft Excel, Training
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
M.B.A, Finance
University of Pittsburgh 2000 — 2004
B.S, Business Administration; Finance
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services March 2010 - March 2014
State Street Corporation May 2007 - February 2010
Commonwealth Business Media April 2005 - May 2008
State Street Corporation October 2005 - May 2007
Maniet Financial Services January 2004 - April 2004
Skills
Financial Analysis, Budget Analysis, Expense Management, Ad Hoc Reporting, Proformas, General Ledger, Mutual Funds, Data Analysis, Accounting, Excel, PowerPoint, Essbase, Access, Bloomberg Terminal, DDA, Allocations, Pivot Tables, Budgets, Finance, Microsoft Excel, Training
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
M.B.A, Finance
University of Pittsburgh 2000 — 2004
B.S, Business Administration; Finance
Katey Noonan, CIC, ARM, AAI's Wells Fargo Insurance Services Experience January 2011 - Present
Job Marine Sales Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2011 - Present
Brown & Brown of WA, Inc. June 2008 - January 2011
Brown & Brown October 2005 - June 2008
Brown & Brown of NY, Inc. May 2001 - October 2005
Skills
P&I, Insurance, Yachting, International Shipping, Claim, Transportation, Property & Casualty..., Liability, Brokers, Marine Insurance, Boat, Maritime, Professional Liability, Commercial Insurance, Underwriting, Claims Management
Education
West Virginia University 2001 — 2003
Bachelor of Science, Advertising
Rochester Institute of Technology 1999 — 2001
Wells Fargo Insurance Services January 2011 - Present
Brown & Brown of WA, Inc. June 2008 - January 2011
Brown & Brown October 2005 - June 2008
Brown & Brown of NY, Inc. May 2001 - October 2005
Skills
P&I, Insurance, Yachting, International Shipping, Claim, Transportation, Property & Casualty..., Liability, Brokers, Marine Insurance, Boat, Maritime, Professional Liability, Commercial Insurance, Underwriting, Claims Management
Education
West Virginia University 2001 — 2003
Bachelor of Science, Advertising
Rochester Institute of Technology 1999 — 2001
Allie Vintilla's Wells Fargo Insurance Services Experience August 2013 - Present
Job Sr Claims Consultant Wells Fargo Ins Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2013 - Present
Select Staffing October 2012 - August 2013
ESIS November 2008 - September 2012
Coldwell Banker April 2003 - August 2008
Select Staffing 2004 - 2008
Crum & Forster March 1991 - August 2002
Skills
Workers Compensation, Insurance, Claims, Negotiation, Risk Management, Claim, Process Improvement, Litigation Management, Litigation, Management, Claims Management, Subrogation, Property & Casualty..., Legal Liability, Analysis, Temporary Staffing, Background Checks, Claims Handling, Claim Investigation, Workers' Compensation..., Casualty, Liability, General Insurance, Commercial Insurance, Private Investigations, Underwriting, Commercial Lines, Professional Liability, Casualty Insurance
Education
Rollins College 1983 — 1986
Bachelor of Fine Arts, Theatre Arts
Oviedo High School 1979 — 1981
Wells Fargo Insurance Services August 2013 - Present
Select Staffing October 2012 - August 2013
ESIS November 2008 - September 2012
Coldwell Banker April 2003 - August 2008
Select Staffing 2004 - 2008
Crum & Forster March 1991 - August 2002
Skills
Workers Compensation, Insurance, Claims, Negotiation, Risk Management, Claim, Process Improvement, Litigation Management, Litigation, Management, Claims Management, Subrogation, Property & Casualty..., Legal Liability, Analysis, Temporary Staffing, Background Checks, Claims Handling, Claim Investigation, Workers' Compensation..., Casualty, Liability, General Insurance, Commercial Insurance, Private Investigations, Underwriting, Commercial Lines, Professional Liability, Casualty Insurance
Education
Rollins College 1983 — 1986
Bachelor of Fine Arts, Theatre Arts
Oviedo High School 1979 — 1981
Kim (Wilson) Curley Kim (Wilson) Curley's Wells Fargo Insurance Services Experience 2008 - 2014
Job Manager at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Wells Fargo Insurance Services 2008 - 2014
Wachovia Bank 2004 - 2008
SunTrust Bank 2003 - 2004
Accenture 1998 - 2003
Bank of America 1990 - 1997
Skills
Wealth Management, Problem Solving, Management Consulting, Acquisition Integration, Change Management, Business Analysis, Business Strategy, Management, Financial Analysis, Relationship Management, Business Process..., Financial Services, Performance Management, Mergers, Team Leadership, Banking, Sales Management, Strategy, Leadership, Vendor Management, Risk Management, Mergers & Acquisitions, Strategic Planning, Insurance, Process Improvement, Executive Management, Cross-functional Team...
Education
Queens University of Charlotte 2014 — 2016
Master of Science (MS), Organizational Development
University of Georgia - Terry College of Business 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 1986 — 1989
Bachelor of Business Administration (BBA), International Business
Wells Fargo Insurance Services 2008 - 2014
Wachovia Bank 2004 - 2008
SunTrust Bank 2003 - 2004
Accenture 1998 - 2003
Bank of America 1990 - 1997
Skills
Wealth Management, Problem Solving, Management Consulting, Acquisition Integration, Change Management, Business Analysis, Business Strategy, Management, Financial Analysis, Relationship Management, Business Process..., Financial Services, Performance Management, Mergers, Team Leadership, Banking, Sales Management, Strategy, Leadership, Vendor Management, Risk Management, Mergers & Acquisitions, Strategic Planning, Insurance, Process Improvement, Executive Management, Cross-functional Team...
Education
Queens University of Charlotte 2014 — 2016
Master of Science (MS), Organizational Development
University of Georgia - Terry College of Business 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 1986 — 1989
Bachelor of Business Administration (BBA), International Business
Brooke Bugatch Brooke Bugatch's Wells Fargo Insurance Services Experience 2012 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2012 - Present
Skills
Employee Benefits, Underwriting, Insurance, Health Insurance, Strategic Planning, Life Insurance, Team Building, Customer Service, Risk Management, Public Speaking, Credit, Leadership Development, Analysis, Disability Insurance, Business Strategy, General Insurance, Liability, Property, Leadership, Account Management
Education
Radford University 1999 — 2002
BS/Biology
Wells Fargo Insurance Services 2012 - Present
Skills
Employee Benefits, Underwriting, Insurance, Health Insurance, Strategic Planning, Life Insurance, Team Building, Customer Service, Risk Management, Public Speaking, Credit, Leadership Development, Analysis, Disability Insurance, Business Strategy, General Insurance, Liability, Property, Leadership, Account Management
Education
Radford University 1999 — 2002
BS/Biology
Aaron Bartone Aaron Bartone's Wells Fargo Insurance Services Experience June 2014 - Present
Job Account Executive/Sales at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services June 2014 - Present
The Reschini Group October 2013 - March 2014
Cowden Associates, Inc. June 2012 - October 2013
Highmark Blue Cross Blue Shield February 2010 - June 2012
Highmark Blue Cross Blue Shield September 2006 - February 2010
Highmark Blue Cross Blue Shield December 2000 - September 2006
Highmark Blue Cross Blue Shield October 1997 - November 2000
Highmark Blue Cross Blue Shield October 1994 - September 1997
Skills
Health Insurance, Healthcare, Employee Benefits, Insurance, Health Savings Accounts, Mergers & Acquisitions, Deferred Compensation, Team Building, Labor Relations, Marketing, Vendor Management, Account Management, New Business Development, Sales, Sales Operations, Management, Project Management, Product Marketing, Brokers, Managed Care, Underwriting
Education
Robert Morris University
Post-Baccalaureate Degree, Health Services Management
University of Pittsburgh
Bachelor of Arts, Economics
Wells Fargo Insurance Services June 2014 - Present
The Reschini Group October 2013 - March 2014
Cowden Associates, Inc. June 2012 - October 2013
Highmark Blue Cross Blue Shield February 2010 - June 2012
Highmark Blue Cross Blue Shield September 2006 - February 2010
Highmark Blue Cross Blue Shield December 2000 - September 2006
Highmark Blue Cross Blue Shield October 1997 - November 2000
Highmark Blue Cross Blue Shield October 1994 - September 1997
Skills
Health Insurance, Healthcare, Employee Benefits, Insurance, Health Savings Accounts, Mergers & Acquisitions, Deferred Compensation, Team Building, Labor Relations, Marketing, Vendor Management, Account Management, New Business Development, Sales, Sales Operations, Management, Project Management, Product Marketing, Brokers, Managed Care, Underwriting
Education
Robert Morris University
Post-Baccalaureate Degree, Health Services Management
University of Pittsburgh
Bachelor of Arts, Economics
Trish Drew's Wells Fargo Insurance Services Experience May 2015 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services May 2015 - Present
Aon Risk Solutions March 2014 - December 2014
Jenkins Insurance Group (A Leavitt Group Affiliate) October 2003 - February 2014
Toastmasters, Danville AM 2004 - 2007
Swinerton Builders October 2000 - September 2003
Skills
Insurance, Risk Management, Customer Service, Property & Casualty..., Commercial Insurance, General Liability, Legal Liability, Workers Compensation, Brokers, Underwriting, Casualty, Employment Practices..., Liability, Commercial Lines
Education
Saint Mary's College of California 2000 — 2002
Bachelors, Business Management
Wells Fargo Insurance Services May 2015 - Present
Aon Risk Solutions March 2014 - December 2014
Jenkins Insurance Group (A Leavitt Group Affiliate) October 2003 - February 2014
Toastmasters, Danville AM 2004 - 2007
Swinerton Builders October 2000 - September 2003
Skills
Insurance, Risk Management, Customer Service, Property & Casualty..., Commercial Insurance, General Liability, Legal Liability, Workers Compensation, Brokers, Underwriting, Casualty, Employment Practices..., Liability, Commercial Lines
Education
Saint Mary's College of California 2000 — 2002
Bachelors, Business Management
Matthew Campasano Matthew Campasano's Wells Fargo Insurance Services Experience May 2008 - May 2010
Job Vice PresidentCommercial P&C Insurance
Industry Insurance
Experience
Moreton & Company May 2010 - Present
Utah Business Golf Connection January 2012 - Present
Salt Lake Chamber 2012 - Present
Wells Fargo Insurance Services May 2008 - May 2010
Basic Research 2004 - 2007
Skills
Insurance, Strategic Planning, Account Management, New Business Development, Marketing, Team Building, Sales, Business Strategy, Direct Sales, Leadership, Negotiation, Networking, Public Speaking, Sales Management, Small Business, Strategy, Team Leadership, Marketing Strategy, Healthcare, Business Development, Customer Service, Coaching, Property, Management
Education
University of Utah - David Eccles School of Business 2004 — 2009
Finance, Finance
Salt Lake Community College 2002 — 2005
AS, Business
Moreton & Company May 2010 - Present
Utah Business Golf Connection January 2012 - Present
Salt Lake Chamber 2012 - Present
Wells Fargo Insurance Services May 2008 - May 2010
Basic Research 2004 - 2007
Skills
Insurance, Strategic Planning, Account Management, New Business Development, Marketing, Team Building, Sales, Business Strategy, Direct Sales, Leadership, Negotiation, Networking, Public Speaking, Sales Management, Small Business, Strategy, Team Leadership, Marketing Strategy, Healthcare, Business Development, Customer Service, Coaching, Property, Management
Education
University of Utah - David Eccles School of Business 2004 — 2009
Finance, Finance
Salt Lake Community College 2002 — 2005
AS, Business
Janet Rayman Janet Rayman's Wells Fargo Insurance Services Experience January 2015 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2015 - Present
Bearence Management Group, LLC January 2006 - January 2015
A.J. Gallagher June 1993 - January 2006
Skills
Marketing Strategy, Risk Assessment, Enterprise Risk..., Insurance, Risk Management, Management, Workers Compensation, Property & Casualty..., Marketing, Brokers, Professional Liability, Liability, Underwriting, Claims Management, General Insurance, Commercial Insurance, Commercial Lines, D&O, Claim, Casualty, Casualty Insurance
Education
Saint Mary's University of Minnesota 1975 — 1979
BA, Marketing
Saint Mary's University of Minnesota 1975 — 1975
BA, Marketing
Wells Fargo Insurance Services January 2015 - Present
Bearence Management Group, LLC January 2006 - January 2015
A.J. Gallagher June 1993 - January 2006
Skills
Marketing Strategy, Risk Assessment, Enterprise Risk..., Insurance, Risk Management, Management, Workers Compensation, Property & Casualty..., Marketing, Brokers, Professional Liability, Liability, Underwriting, Claims Management, General Insurance, Commercial Insurance, Commercial Lines, D&O, Claim, Casualty, Casualty Insurance
Education
Saint Mary's University of Minnesota 1975 — 1979
BA, Marketing
Saint Mary's University of Minnesota 1975 — 1975
BA, Marketing
Renee Dunn's Wells Fargo Insurance Services Experience April 2010 - Present
Job Market Growth & Development at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services April 2010 - Present
Wells Fargo Consumer Credit Group September 2003 - June 2005
Wells Fargo May 1997 - September 2001
Wells Fargo December 1987 - September 2001
Skills
Credit, Loans, Banking, Cross Selling, Underwriting, Insurance, Relationship Management, Consumer Lending, Risk Management, Sales Management, Customer Service, Mortgage Lending, Financial Services, Small Business Lending, Retail Banking, Marketing Strategy, Strategic Planning, Business Development, Team Leadership
Education
Post University 2013 — 2016
Bachelor's Degree, Business Administration and Marketing, 4.0
Wells Fargo Insurance Services April 2010 - Present
Wells Fargo Consumer Credit Group September 2003 - June 2005
Wells Fargo May 1997 - September 2001
Wells Fargo December 1987 - September 2001
Skills
Credit, Loans, Banking, Cross Selling, Underwriting, Insurance, Relationship Management, Consumer Lending, Risk Management, Sales Management, Customer Service, Mortgage Lending, Financial Services, Small Business Lending, Retail Banking, Marketing Strategy, Strategic Planning, Business Development, Team Leadership
Education
Post University 2013 — 2016
Bachelor's Degree, Business Administration and Marketing, 4.0
Eric Harper Eric Harper's Wells Fargo Insurance Services Experience January 1996 - Present
Job SVP and Team Leader Private Equity and Real Estate at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 1996 - Present
Skills
Employment Practices..., Real Estate, Underwriting, Professional Liability, Risk Management, Mergers, Due Diligence, Liability, Workers Compensation, Property, Private Equity, Mergers & Acquisitions, Insurance, Property, Brokers, Commercial Insurance, Casualty, D, Excess, Casualty Insurance
Education
San Diego State University-California State University 1989 — 1994
Bachelor's degree, Business
Wells Fargo Insurance Services January 1996 - Present
Skills
Employment Practices..., Real Estate, Underwriting, Professional Liability, Risk Management, Mergers, Due Diligence, Liability, Workers Compensation, Property, Private Equity, Mergers & Acquisitions, Insurance, Property, Brokers, Commercial Insurance, Casualty, D, Excess, Casualty Insurance
Education
San Diego State University-California State University 1989 — 1994
Bachelor's degree, Business
Kimily Louie Kimily Louie's Wells Fargo Insurance Services Experience June 2011 - July 2012
Job Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team January 2014 - Present
The ABD Team July 2012 - December 2013
Wells Fargo Insurance Services June 2011 - July 2012
Wells Fargo Insurance Services March 2008 - May 2011
United Healthcare September 2005 - March 2008
Liberty Mutual Insurance January 2005 - September 2005
Skills
Coaching, Insurance, Employee Benefits, Underwriting, Health Insurance, Life Insurance, Health Savings Accounts, Account Management, Customer Retention, Disability Insurance, Claim, Benefits Administration, Workers Compensation, Customer Service, Brokers, Commercial Insurance
Education
San Francisco State University 1998 — 2001
BA
The ABD Team January 2014 - Present
The ABD Team July 2012 - December 2013
Wells Fargo Insurance Services June 2011 - July 2012
Wells Fargo Insurance Services March 2008 - May 2011
United Healthcare September 2005 - March 2008
Liberty Mutual Insurance January 2005 - September 2005
Skills
Coaching, Insurance, Employee Benefits, Underwriting, Health Insurance, Life Insurance, Health Savings Accounts, Account Management, Customer Retention, Disability Insurance, Claim, Benefits Administration, Workers Compensation, Customer Service, Brokers, Commercial Insurance
Education
San Francisco State University 1998 — 2001
BA
Michael Annecchino, ARM Michael Annecchino, ARM's Wells Fargo Insurance Services Experience December 2014 - Present
Job Account Representative at Wells Fargo Insurance Services USA Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services December 2014 - Present
Central Bergen Lacrosse, LLC 2010 - Present
Frenkel & Company August 2013 - December 2014
Otterstedt Insurance Agency May 2009 - July 2013
Aon Affinity Insurance Services July 2008 - April 2009
Crum & Forster November 2007 - March 2008
Marsh & McLennan Companies, Inc. 2006 - 2007
Skills
Underwriting, Property & Casualty..., Commercial Lines, Claim, Insurance, Commercial Insurance, Market Research, Business Analysis, Risk Management, Enterprise Risk..., Sales, Employment Practices..., Account Management, Microsoft Excel, Excess, Inland Marine, D, Umbrella Insurance, Brokers, Customer Service, General Insurance, Workers Compensation, Liability, Legal Liability, Casualty, New Business Development
Education
Saint Joseph's University 2004 — 2008
BS, Finance and Risk Mgmt & Insurance
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BA Business Adminstration, Finance and Risk Management
Wells Fargo Insurance Services December 2014 - Present
Central Bergen Lacrosse, LLC 2010 - Present
Frenkel & Company August 2013 - December 2014
Otterstedt Insurance Agency May 2009 - July 2013
Aon Affinity Insurance Services July 2008 - April 2009
Crum & Forster November 2007 - March 2008
Marsh & McLennan Companies, Inc. 2006 - 2007
Skills
Underwriting, Property & Casualty..., Commercial Lines, Claim, Insurance, Commercial Insurance, Market Research, Business Analysis, Risk Management, Enterprise Risk..., Sales, Employment Practices..., Account Management, Microsoft Excel, Excess, Inland Marine, D, Umbrella Insurance, Brokers, Customer Service, General Insurance, Workers Compensation, Liability, Legal Liability, Casualty, New Business Development
Education
Saint Joseph's University 2004 — 2008
BS, Finance and Risk Mgmt & Insurance
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BA Business Adminstration, Finance and Risk Management
Kendall Chong's Wells Fargo Insurance Services Experience March 2006 - March 2009
Job Junior Account Manager at EPIC
Industry Insurance
Experience
EPIC March 2014 - Present
EPIC September 2012 - Present
Fuzzy Images September 2009 - Present
Lawson-Hawks Insurance Associates August 2011 - January 2012
United Parcel Service December 2010 - December 2010
Wells Fargo Insurance Services March 2006 - March 2009
Socius Insurance April 2002 - July 2005
Epstein Becker & Green, P.C. December 1999 - February 2002
BRIDGE Housing Corporation August 1993 - December 1999
Skills
Underwriting, Insurance, Securities
Education
San Francisco State University 1990 — 1993
Bachlor of Science, Accounting
Mills Highschool
EPIC March 2014 - Present
EPIC September 2012 - Present
Fuzzy Images September 2009 - Present
Lawson-Hawks Insurance Associates August 2011 - January 2012
United Parcel Service December 2010 - December 2010
Wells Fargo Insurance Services March 2006 - March 2009
Socius Insurance April 2002 - July 2005
Epstein Becker & Green, P.C. December 1999 - February 2002
BRIDGE Housing Corporation August 1993 - December 1999
Skills
Underwriting, Insurance, Securities
Education
San Francisco State University 1990 — 1993
Bachlor of Science, Accounting
Mills Highschool
Ken Keeney's Wells Fargo Insurance Services Experience May 2000 - Present
Job Senior Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services May 2000 - Present
Superior National January 1990 - May 2000
Education
San Diego State University-California State University 1982 — 1985
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Wells Fargo Insurance Services May 2000 - Present
Superior National January 1990 - May 2000
Education
San Diego State University-California State University 1982 — 1985
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Lori Rice's Wells Fargo Insurance Services Experience September 2008 - December 2014
Job Peripheral Vascular Associates
Industry Insurance
Experience
Peripheral Vascular Associates April 2015 - Present
Wells Fargo Insurance Services September 2008 - December 2014
Benefit Port Southwest December 2006 - September 2008
United Healthcare June 1998 - December 2006
PacifiCare 1995 - 1998
PacifiCare Health Systems June 1990 - 1995
Skills
Dentistry, Employee Benefits, COBRA, Healthcare, Long-term Care, Life Insurance, Health Insurance, Disability Insurance, Insurance, Medicare, Health Savings Accounts, Fixed Annuities, Term Life Insurance, Brokers, Benefits Administration, Workers Compensation, Commercial Insurance, Employee Wellness, Underwriting, Sales, Group Insurance, Small Business, Health Care Reform, Customer Retention, Managed Care, Accident, Critical Illness, Claim, Property & Casualty..., Flexible Spending..., 401k, Professional Liability, HMO, General Insurance, Self-funded, Insurance Brokerage, Account Management, Customer Service, Marketing
Education
The University of Texas at San Antonio 1986 — 1989
San Antonio College 1984 — 1986
Peripheral Vascular Associates April 2015 - Present
Wells Fargo Insurance Services September 2008 - December 2014
Benefit Port Southwest December 2006 - September 2008
United Healthcare June 1998 - December 2006
PacifiCare 1995 - 1998
PacifiCare Health Systems June 1990 - 1995
Skills
Dentistry, Employee Benefits, COBRA, Healthcare, Long-term Care, Life Insurance, Health Insurance, Disability Insurance, Insurance, Medicare, Health Savings Accounts, Fixed Annuities, Term Life Insurance, Brokers, Benefits Administration, Workers Compensation, Commercial Insurance, Employee Wellness, Underwriting, Sales, Group Insurance, Small Business, Health Care Reform, Customer Retention, Managed Care, Accident, Critical Illness, Claim, Property & Casualty..., Flexible Spending..., 401k, Professional Liability, HMO, General Insurance, Self-funded, Insurance Brokerage, Account Management, Customer Service, Marketing
Education
The University of Texas at San Antonio 1986 — 1989
San Antonio College 1984 — 1986
Jim Mull Jim Mull's Wells Fargo Insurance Services Experience 1994 - 1997
Job Independent Financial Services Professional
Industry Financial Services
Experience
Enjoying time to pursue personal interest and family. 2012 - Present
Pronet 2008 - 2011
Zino Direct 2006 - 2007
Fremont Bank 1998 - 2006
Wells Fargo Insurance Services 1994 - 1997
Skills
Loans, Banking, Mortgage Lending, Credit, Vendor Management, Retail Banking, Customer Service, Process Improvement, Team Building, Business Analysis, Coaching, Outlook, Engaging Speaker, Risk Management, Call Centers, Insurance, Leadership, Training, Management, Public Speaking
Education
San Francisco State University
BA, Busiess Administration / Marketing
Enjoying time to pursue personal interest and family. 2012 - Present
Pronet 2008 - 2011
Zino Direct 2006 - 2007
Fremont Bank 1998 - 2006
Wells Fargo Insurance Services 1994 - 1997
Skills
Loans, Banking, Mortgage Lending, Credit, Vendor Management, Retail Banking, Customer Service, Process Improvement, Team Building, Business Analysis, Coaching, Outlook, Engaging Speaker, Risk Management, Call Centers, Insurance, Leadership, Training, Management, Public Speaking
Education
San Francisco State University
BA, Busiess Administration / Marketing
Robert MacKinnon Robert MacKinnon's Wells Fargo Insurance Services Experience April 2007 - October 2012
Job Sr. Account Manager at York Risk Services Group
Industry Insurance
Experience
York Risk Services Group April 2013 - Present
Wells Fargo Insurance Services April 2007 - October 2012
Liberty Mutual Insurance Company January 2005 - April 2007
Liberty Mutual Insurance September 2001 - January 2005
Crawford and Company January 2001 - September 2001
Skills
Insurance, Workers Compensation, Property & Casualty..., Casualty, Legal Liability, Commercial Lines, Account Management, Commercial Insurance, Employment Practices..., Sales, Underwriting, Claim, Sales Management, Team Building, Salesforce.com, Risk Management, Brokers, Customer Service, Process Improvement, Negotiation, Business Strategy, Manage Client..., Marketing, New Business Development, Microsoft Excel, Real Estate, Sales Presentations, Mutual Funds, Custom Reporting..., Client Presentation
Education
University of Arizona 1996 — 2000
BA, Political Science
Punahou School 1990 — 1996
York Risk Services Group April 2013 - Present
Wells Fargo Insurance Services April 2007 - October 2012
Liberty Mutual Insurance Company January 2005 - April 2007
Liberty Mutual Insurance September 2001 - January 2005
Crawford and Company January 2001 - September 2001
Skills
Insurance, Workers Compensation, Property & Casualty..., Casualty, Legal Liability, Commercial Lines, Account Management, Commercial Insurance, Employment Practices..., Sales, Underwriting, Claim, Sales Management, Team Building, Salesforce.com, Risk Management, Brokers, Customer Service, Process Improvement, Negotiation, Business Strategy, Manage Client..., Marketing, New Business Development, Microsoft Excel, Real Estate, Sales Presentations, Mutual Funds, Custom Reporting..., Client Presentation
Education
University of Arizona 1996 — 2000
BA, Political Science
Punahou School 1990 — 1996
Steve Edelstein, GBDS's Wells Fargo Insurance Services Experience June 2002 - January 2006
Job Senior Account Manager at Crawford Advisors, LLC
Industry Insurance
Experience
Crawford Advisors, LLC November 2012 - Present
Corporate Synergies Group January 2012 - October 2012
Corporate Synergies January 2006 - January 2012
Wells Fargo Insurance Services June 2002 - January 2006
Independence Blue Cross 1992 - 2000
Skills
Employee Benefits, Insurance, Sales, Management, Analysis, Account Management, Business Planning, HRIS, Health Savings Accounts, Health Insurance, COBRA
Education
Rowan University 1988 — 1992
Rowan University
Crawford Advisors, LLC November 2012 - Present
Corporate Synergies Group January 2012 - October 2012
Corporate Synergies January 2006 - January 2012
Wells Fargo Insurance Services June 2002 - January 2006
Independence Blue Cross 1992 - 2000
Skills
Employee Benefits, Insurance, Sales, Management, Analysis, Account Management, Business Planning, HRIS, Health Savings Accounts, Health Insurance, COBRA
Education
Rowan University 1988 — 1992
Rowan University
Paul Campos Paul Campos's Wells Fargo Insurance Services Experience November 2014 - Present
Job Assistant Vice President, Claims Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services November 2014 - Present
Arthur J Gallagher & Co May 2014 - November 2014
Marsh & McLennan Companies, Inc. August 2009 - May 2014
Greater New York Mutual September 2006 - August 2009
Broadspire May 2001 - September 2006
Travelers April 1998 - May 2001
Skills
Property & Casualty..., Commercial Insurance, Claims Management, Claims Resolution, Workers' Compensation..., Property Claims, Claims Investigations, Professional Liability, Product Liability, Directors & Officers..., Auto Claims, Risk Assessment, Risk Management, modification ratings, Insurance, Workers Compensation, Claim
Education
Rutgers University
Bachelor's of Science, Administration of Justice
Wells Fargo Insurance Services November 2014 - Present
Arthur J Gallagher & Co May 2014 - November 2014
Marsh & McLennan Companies, Inc. August 2009 - May 2014
Greater New York Mutual September 2006 - August 2009
Broadspire May 2001 - September 2006
Travelers April 1998 - May 2001
Skills
Property & Casualty..., Commercial Insurance, Claims Management, Claims Resolution, Workers' Compensation..., Property Claims, Claims Investigations, Professional Liability, Product Liability, Directors & Officers..., Auto Claims, Risk Assessment, Risk Management, modification ratings, Insurance, Workers Compensation, Claim
Education
Rutgers University
Bachelor's of Science, Administration of Justice
Adnan Dizdarevic Adnan Dizdarevic's Wells Fargo Insurance Services Experience 2010 - 2013
Job Experince in Sales and Providing Exceptional Customer Service
Industry Banking
Experience
National General Insurance January 2014 - Present
Wells Fargo Insurance Services 2010 - 2013
Wells Fargo 2008 - 2010
Aaron's, Inc 2007 - 2008
American Income Life Insurnace 2006 - 2007
Skills
Sales, Customer Service, Collections, Mentoring, Positive Can-do Attitude, Self-starter, Outstanding..., Marketing
Education
Radford University 2002 — 2006
Bachelor's degree, Business Administration, Management and Operations
National General Insurance January 2014 - Present
Wells Fargo Insurance Services 2010 - 2013
Wells Fargo 2008 - 2010
Aaron's, Inc 2007 - 2008
American Income Life Insurnace 2006 - 2007
Skills
Sales, Customer Service, Collections, Mentoring, Positive Can-do Attitude, Self-starter, Outstanding..., Marketing
Education
Radford University 2002 — 2006
Bachelor's degree, Business Administration, Management and Operations
Mary Woodman Mary Woodman's Wells Fargo Insurance Services Experience September 2002 - March 2011
Job Claims Consultant at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions April 2011 - Present
Wells Fargo Insurance Services September 2002 - March 2011
Skills
Insurance, Property & Casualty..., Underwriting, Claim, Risk Management, Financial Risk, Negotiation, Employee Benefits, Financial Services
Education
University of York, York, UK 1996 — 1997
Master of Arts (MA), Conservation Studies
University of Washington 1993 — 1995
Master of Landscape Architecture Program
San Francisco State University 1985 — 1987
Bachelor of Arts (BA), Journalism, Magna Cum Laude
Aon Risk Solutions April 2011 - Present
Wells Fargo Insurance Services September 2002 - March 2011
Skills
Insurance, Property & Casualty..., Underwriting, Claim, Risk Management, Financial Risk, Negotiation, Employee Benefits, Financial Services
Education
University of York, York, UK 1996 — 1997
Master of Arts (MA), Conservation Studies
University of Washington 1993 — 1995
Master of Landscape Architecture Program
San Francisco State University 1985 — 1987
Bachelor of Arts (BA), Journalism, Magna Cum Laude
Nicholas P Maus Nicholas P Maus's Wells Fargo Insurance Services Experience January 2014 - September 2015
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo Insurance Services January 2014 - September 2015
Wells Fargo Home Mortgage September 2011 - January 2014
Wells Fargo Home Mortgage June 2006 - September 2011
Wells Fargo Home Mortgage May 2005 - June 2006
Skills
Finance, Loans, Management, Insurance, Sales, Microsoft Office, Mortgage Lending, Risk Management, Loan Origination, Financial Services, Loan Servicing, Software Documentation, Capital Markets, Operational Risk
Education
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Wells Fargo September 2015 - Present
Wells Fargo Insurance Services January 2014 - September 2015
Wells Fargo Home Mortgage September 2011 - January 2014
Wells Fargo Home Mortgage June 2006 - September 2011
Wells Fargo Home Mortgage May 2005 - June 2006
Skills
Finance, Loans, Management, Insurance, Sales, Microsoft Office, Mortgage Lending, Risk Management, Loan Origination, Financial Services, Loan Servicing, Software Documentation, Capital Markets, Operational Risk
Education
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Alexandra Velasquez's Wells Fargo Insurance Services Experience February 2005 - August 2011
Job Account Executive at The Leavitt Group of Atlanta
Industry Insurance
Experience
The Leavitt Group of Atlanta August 2014 - Present
Marsh USA Inc August 2011 - August 2014
Wells Fargo Insurance Services February 2005 - August 2011
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Troubleshooting, Insurance, Underwriting, Professional Liability, Casualty Insurance, Brokers, Liability, Workers Compensation, General Insurance, Risk Management, Customer Service
Education
Rutgers University
The Leavitt Group of Atlanta August 2014 - Present
Marsh USA Inc August 2011 - August 2014
Wells Fargo Insurance Services February 2005 - August 2011
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Troubleshooting, Insurance, Underwriting, Professional Liability, Casualty Insurance, Brokers, Liability, Workers Compensation, General Insurance, Risk Management, Customer Service
Education
Rutgers University
Jeanette Mone Jeanette Mone's Wells Fargo Insurance Services Experience July 2012 - Present
Job Vice President, Team Lead at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services July 2012 - Present
Wells Fargo Insurance Services May 2011 - July 2012
Health Net May 2006 - May 2011
CIGNA Healthcare October 1996 - March 1999
CIGNA Healthcare April 1992 - September 1996
Blue Shield December 1989 - March 1992
Skills
Healthcare, Employee Benefits, Health Insurance, Insurance, Account Management, Strategic Planning, Compliance, Team Building, Sales Management, Contract Negotiation, Mergers, Competitive Analysis, Customer Relations, Consultative Selling, Marketing Strategy, Negotiation, Underwriting, Dental, Brokers, Management Consulting, Financial Analysis, Organizational..., Budgeting, Claims, Customer Service, HIPAA, Employee Relations, Managed Care, RFP
Education
San Francisco State University 1984 — 1988
BA, Broadcast Communication Arts/Business
NCHRA Social Media Legalities
Wells Fargo Insurance Services July 2012 - Present
Wells Fargo Insurance Services May 2011 - July 2012
Health Net May 2006 - May 2011
CIGNA Healthcare October 1996 - March 1999
CIGNA Healthcare April 1992 - September 1996
Blue Shield December 1989 - March 1992
Skills
Healthcare, Employee Benefits, Health Insurance, Insurance, Account Management, Strategic Planning, Compliance, Team Building, Sales Management, Contract Negotiation, Mergers, Competitive Analysis, Customer Relations, Consultative Selling, Marketing Strategy, Negotiation, Underwriting, Dental, Brokers, Management Consulting, Financial Analysis, Organizational..., Budgeting, Claims, Customer Service, HIPAA, Employee Relations, Managed Care, RFP
Education
San Francisco State University 1984 — 1988
BA, Broadcast Communication Arts/Business
NCHRA Social Media Legalities
Morgan Tangen Morgan Tangen's Wells Fargo Insurance Services Experience July 2006 - June 2007
Job Marketing Operations Program Manager at Yesler
Industry Marketing and Advertising
Experience
Yesler March 2015 - Present
Mercer March 2011 - February 2015
Propel Insurance June 2007 - March 2011
Wells Fargo Insurance Services July 2006 - June 2007
Skills
Project Coordination, Marketing Communications, Marketing Strategy, Operations Management, Information Technology, System Testing, Website Updating, Procedure Development, Business Process..., Account Management, Consulting, Data Management, Health Insurance, Commercial Insurance, Contract Management, Quality Control, Manage Client..., Technical Writing, CRM
Education
Western Washington University 2002 — 2006
Business, Management, Marketing, and Related Support Services
Saint Mary's College of California 2001 — 2002
Business, Management, Marketing, and Related Support Services
Yesler March 2015 - Present
Mercer March 2011 - February 2015
Propel Insurance June 2007 - March 2011
Wells Fargo Insurance Services July 2006 - June 2007
Skills
Project Coordination, Marketing Communications, Marketing Strategy, Operations Management, Information Technology, System Testing, Website Updating, Procedure Development, Business Process..., Account Management, Consulting, Data Management, Health Insurance, Commercial Insurance, Contract Management, Quality Control, Manage Client..., Technical Writing, CRM
Education
Western Washington University 2002 — 2006
Business, Management, Marketing, and Related Support Services
Saint Mary's College of California 2001 — 2002
Business, Management, Marketing, and Related Support Services
Stephen Koumos, MBA's Wells Fargo Insurance Services Experience January 2015 - Present
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2015 - Present
NFP P&C Private Client Group FKA Lane McVicker July 2013 - December 2014
HUB International Northeast May 2011 - June 2013
Michael A. LaSorsa Insurance July 2010 - April 2011
Allstate September 2009 - July 2010
Skills
Personal Insurance, Customer Service, Underwriting, Account Management, Insurance, Property & Casualty..., Risk Management
Education
Quinnipiac University - School of Business 2008 — 2009
MBA, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Wells Fargo Insurance Services January 2015 - Present
NFP P&C Private Client Group FKA Lane McVicker July 2013 - December 2014
HUB International Northeast May 2011 - June 2013
Michael A. LaSorsa Insurance July 2010 - April 2011
Allstate September 2009 - July 2010
Skills
Personal Insurance, Customer Service, Underwriting, Account Management, Insurance, Property & Casualty..., Risk Management
Education
Quinnipiac University - School of Business 2008 — 2009
MBA, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Emily Eskew's Wells Fargo Insurance Services Experience December 2014 - Present
Job Wells Fargo Insurance Health & Wellness Consultant
Industry Health, Wellness and Fitness
Experience
YMCA of Greater Charlotte February 2015 - Present
Wells Fargo Insurance Services December 2014 - Present
Maryland Athletic Club (MAC) November 2013 - December 2014
University of Maryland, Baltimore (UMB) July 2013 - December 2014
University of Maryland, Baltimore (UMB) 2013 - December 2014
Trump Winery 2012 - July 2013
Virginia Tech August 2012 - May 2013
Aquila, Ltd. Health & Fitness Solutions October 2011 - August 2012
Skills
Public Health, Health Promotion, Health Insurance, Project Management, Incentive Programs, Affordable Care Act, Program Evaluation, Third Party Vendor..., Carrier Services, Employee Wellness, Data Mining, Campus Life Services, Staff Management, Department Budgeting, Leadership, Fitness, Wellness, Group Exercise..., Personal Training, Occupational Health, Disease Surveillance, Wellness Coaching, First Aid, Teamwork, Global Health, Spanish, Creativity, Educational Leadership, Time Management, Adult CPR, Infectious Diseases, Gerontology, Management, Event Planning, New Hire Orientations, Written & Oral..., Emergency Procedures, Facilities Operations, University Relations, Student Affairs, Social Media Marketing, Wine & Spirits Industry, Public Speaking, Social Media, Community Outreach, Research, Customer Service, Telemedicine, Corporate Branding, Strategic Planning
Education
Virginia Tech 2010 — 2013
Master of Public Health (MPH), Public Health Education and Promotion
Radford University 2007 — 2010
Bachelor of Science (BS), Public Health Education and Promotion
YMCA of Greater Charlotte February 2015 - Present
Wells Fargo Insurance Services December 2014 - Present
Maryland Athletic Club (MAC) November 2013 - December 2014
University of Maryland, Baltimore (UMB) July 2013 - December 2014
University of Maryland, Baltimore (UMB) 2013 - December 2014
Trump Winery 2012 - July 2013
Virginia Tech August 2012 - May 2013
Aquila, Ltd. Health & Fitness Solutions October 2011 - August 2012
Skills
Public Health, Health Promotion, Health Insurance, Project Management, Incentive Programs, Affordable Care Act, Program Evaluation, Third Party Vendor..., Carrier Services, Employee Wellness, Data Mining, Campus Life Services, Staff Management, Department Budgeting, Leadership, Fitness, Wellness, Group Exercise..., Personal Training, Occupational Health, Disease Surveillance, Wellness Coaching, First Aid, Teamwork, Global Health, Spanish, Creativity, Educational Leadership, Time Management, Adult CPR, Infectious Diseases, Gerontology, Management, Event Planning, New Hire Orientations, Written & Oral..., Emergency Procedures, Facilities Operations, University Relations, Student Affairs, Social Media Marketing, Wine & Spirits Industry, Public Speaking, Social Media, Community Outreach, Research, Customer Service, Telemedicine, Corporate Branding, Strategic Planning
Education
Virginia Tech 2010 — 2013
Master of Public Health (MPH), Public Health Education and Promotion
Radford University 2007 — 2010
Bachelor of Science (BS), Public Health Education and Promotion
Denis Loiseau Denis Loiseau's Wells Fargo Insurance Services Experience October 2007 - July 2012
Job Commercial Insurance Broker and Risk Management Consultant Founding Principal at ABD
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance & Financial Services, Inc August 1994 - October 2007
Willis, San Francisco 1987 - August 1994
Johnson & Higgins 1984 - 1987
Clifton & Company/Alexander & Alexander 1978 - 1984
Skills
Insurance, Property & Casualty..., Risk Management, Professional Liability, Employment Practices..., Casualty, Surety Bonds, D&O, Commercial Insurance, Financial Risk, Cyber Risk, Brokers, Casualty Insurance
Education
Saint Mary's College of California 1976 — 1977
B.S., Business, Economics
American Institute for Property and Liability Underwriters, Inc. 1980 — 1990
Chartered Property Casualty Underwriter (CPCU) and Advanced Risk Management (ARM) Designations
The College of Insurance, New York, NY 1977 — 1978
Diploma in Risk and Insurance
Regis High School, Denver, CO 1973 — 1977
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance & Financial Services, Inc August 1994 - October 2007
Willis, San Francisco 1987 - August 1994
Johnson & Higgins 1984 - 1987
Clifton & Company/Alexander & Alexander 1978 - 1984
Skills
Insurance, Property & Casualty..., Risk Management, Professional Liability, Employment Practices..., Casualty, Surety Bonds, D&O, Commercial Insurance, Financial Risk, Cyber Risk, Brokers, Casualty Insurance
Education
Saint Mary's College of California 1976 — 1977
B.S., Business, Economics
American Institute for Property and Liability Underwriters, Inc. 1980 — 1990
Chartered Property Casualty Underwriter (CPCU) and Advanced Risk Management (ARM) Designations
The College of Insurance, New York, NY 1977 — 1978
Diploma in Risk and Insurance
Regis High School, Denver, CO 1973 — 1977
Brendan Kelly's Wells Fargo Insurance Services Experience September 2012 - April 2015
Job Managing Director Northern California
Industry Insurance
Experience
AHT Insurance April 2015 - Present
Wells Fargo Insurance Services September 2012 - April 2015
Axis Capital July 2010 - September 2012
The Hartford August 2007 - July 2010
The Chubb Group of Insurance Companies July 2004 - July 2006
Skills
Professional Liability, Data Privacy, Media Law, Network Security, PCI DSS, Commercial Insurance
Education
University of Miami 1999 — 2003
BA, Business Law & English Literature
San Francisco State University, College of Business 2007 — 2012
MBA, Business Administration and Management, General
AHT Insurance April 2015 - Present
Wells Fargo Insurance Services September 2012 - April 2015
Axis Capital July 2010 - September 2012
The Hartford August 2007 - July 2010
The Chubb Group of Insurance Companies July 2004 - July 2006
Skills
Professional Liability, Data Privacy, Media Law, Network Security, PCI DSS, Commercial Insurance
Education
University of Miami 1999 — 2003
BA, Business Law & English Literature
San Francisco State University, College of Business 2007 — 2012
MBA, Business Administration and Management, General
Jenna Albinger, AAI Jenna Albinger, AAI's Wells Fargo Insurance Services Experience March 2015 - Present
Job Business Development Officer
Industry Insurance
Experience
Wells Fargo Insurance Services March 2015 - Present
Lumbermen's Underwriting Alliance December 2013 - March 2015
Biggs Insurance Services June 2008 - December 2013
Strategic Lending Group, Inc. 2007 - 2008
State Farm Insurance September 2000 - November 2006
Skills
Property & Casualty..., Insurance
Education
WA & OR Producer License
Property, Casualty, Life & Disability
AAI: Accreditied Advisor in Insurance
Commerical Insurance
Portland State University - School of Business
Bachelors, Marketing
Wells Fargo Insurance Services March 2015 - Present
Lumbermen's Underwriting Alliance December 2013 - March 2015
Biggs Insurance Services June 2008 - December 2013
Strategic Lending Group, Inc. 2007 - 2008
State Farm Insurance September 2000 - November 2006
Skills
Property & Casualty..., Insurance
Education
WA & OR Producer License
Property, Casualty, Life & Disability
AAI: Accreditied Advisor in Insurance
Commerical Insurance
Portland State University - School of Business
Bachelors, Marketing
Mark Wahl - ACI, CMI Mark Wahl - ACI, CMI's Wells Fargo Insurance Services Experience August 2002 - March 2008
Job General Manager/Owner, Waypoint Property Inspection East, llc
Industry Real Estate
Experience
Waypoint Property Inspection East, llc April 2006 - Present
Wells Fargo Insurance Services August 2002 - March 2008
Kornreich-NIA October 2000 - August 2002
AIG 1994 - 2000
Skills
Home Inspections, First Time Home Buyers, Insurance, Real Estate, Condos, Foreclosures, Residential Homes, Single Family Homes, Short Sales, Construction, Investors, Risk Management, Property & Casualty..., Consulting, Process Improvement, Default, FHA, Operations Management, Sellers, Real Property, Commercial Real Estate, Relocation, Investment Properties, REO, HUD, Real Estate Financing, Property, Property Management, Buyers, New Home Sales, Contract Negotiation, Real Estate Transactions, Vacation Homes, Rentals, Brokerage, Buyer Representation, Selling, Referrals, Listings, Luxury, Move Up Buyers, Real Estate Development, Seniors, Refinance, Small Business, Leases, Mortgage Lending, Resellers, Real Estate Economics, New Homes
Education
ITA Kaplan 2006 — 2006
Home Inspection Certification, Home Inspection
Raritan Valley Community College 1998 — 2002
Business Management
University of South Florida 1980 — 1983
Ocean Township High School 1976 — 1980
College, General
Waypoint Property Inspection East, llc April 2006 - Present
Wells Fargo Insurance Services August 2002 - March 2008
Kornreich-NIA October 2000 - August 2002
AIG 1994 - 2000
Skills
Home Inspections, First Time Home Buyers, Insurance, Real Estate, Condos, Foreclosures, Residential Homes, Single Family Homes, Short Sales, Construction, Investors, Risk Management, Property & Casualty..., Consulting, Process Improvement, Default, FHA, Operations Management, Sellers, Real Property, Commercial Real Estate, Relocation, Investment Properties, REO, HUD, Real Estate Financing, Property, Property Management, Buyers, New Home Sales, Contract Negotiation, Real Estate Transactions, Vacation Homes, Rentals, Brokerage, Buyer Representation, Selling, Referrals, Listings, Luxury, Move Up Buyers, Real Estate Development, Seniors, Refinance, Small Business, Leases, Mortgage Lending, Resellers, Real Estate Economics, New Homes
Education
ITA Kaplan 2006 — 2006
Home Inspection Certification, Home Inspection
Raritan Valley Community College 1998 — 2002
Business Management
University of South Florida 1980 — 1983
Ocean Township High School 1976 — 1980
College, General
Cristina Varner, LUTCF, ARM Cristina Varner, LUTCF, ARM's Wells Fargo Insurance Services Experience July 2007 - July 2012
Job Life Science Insurance Specialist
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services July 2007 - July 2012
Wells Fargo Insurance Services (formerly abd Insurance and Financial Services) February 2006 - June 2007
Tri-City Brokerage 2003 - 2004
abd Insurance and Financial Services 2000 - 2003
Skills
Clinical Trials, Lifesciences, Product Liability, Professional Liability, Medical Devices, Property & Casualty..., Insurance, Pharmaceuticals, Liability, Biotechnology, Contract Negotiation, Legal Liability, Contract Review, Casualty, Start-ups, Contract Management, Commercial Insurance, Brokers, Contract Research..., Nutraceuticals, Strategy, Risk Management, Casualty Insurance
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Consumer & Family Studies
The ABD Team July 2012 - Present
Wells Fargo Insurance Services July 2007 - July 2012
Wells Fargo Insurance Services (formerly abd Insurance and Financial Services) February 2006 - June 2007
Tri-City Brokerage 2003 - 2004
abd Insurance and Financial Services 2000 - 2003
Skills
Clinical Trials, Lifesciences, Product Liability, Professional Liability, Medical Devices, Property & Casualty..., Insurance, Pharmaceuticals, Liability, Biotechnology, Contract Negotiation, Legal Liability, Contract Review, Casualty, Start-ups, Contract Management, Commercial Insurance, Brokers, Contract Research..., Nutraceuticals, Strategy, Risk Management, Casualty Insurance
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Consumer & Family Studies
Erik McHenry Erik McHenry's Wells Fargo Insurance Services Experience February 2008 - October 2011
Job Residential Advisor at La Europa Academy
Industry Individual & Family Services
Experience
Utah Youth Village/Alpine Academy June 2015 - Present
Family Support Center August 2014 - Present
LaEuropa Academy August 2013 - June 2015
Wells Fargo Insurance Services February 2008 - October 2011
Skills
Adolescents, Community Outreach, Customer Service, Event Planning, Fundraising, Leadership, Microsoft Office, Nonprofits, Public Speaking, Research, Social Media, Team Building, Training, Public Relations, Social Services, Employee Benefits, Mental Health
Education
University of Utah 2014 — 2015
Masters of Social Work, Social Work
University of Utah 2012 — 2013
Bachelor of Science (BS), Social Work
Salt Lake Community College 2010 — 2011
Associate of Science (A.S.), Social Work
Utah Youth Village/Alpine Academy June 2015 - Present
Family Support Center August 2014 - Present
LaEuropa Academy August 2013 - June 2015
Wells Fargo Insurance Services February 2008 - October 2011
Skills
Adolescents, Community Outreach, Customer Service, Event Planning, Fundraising, Leadership, Microsoft Office, Nonprofits, Public Speaking, Research, Social Media, Team Building, Training, Public Relations, Social Services, Employee Benefits, Mental Health
Education
University of Utah 2014 — 2015
Masters of Social Work, Social Work
University of Utah 2012 — 2013
Bachelor of Science (BS), Social Work
Salt Lake Community College 2010 — 2011
Associate of Science (A.S.), Social Work
Dennis Hernandez Dennis Hernandez's Wells Fargo Insurance Services Experience October 2010 - September 2014
Job Account Manager at BB&T Insurance Services Inc.
Industry Insurance
Experience
BB&T Insurance Services Inc. April 2015 - Present
Marsh October 2014 - April 2015
Wells Fargo Insurance Services October 2010 - September 2014
AAA NCNU Insurance Exchange October 1996 - March 2009
Skills
Property & Casualty..., Microsoft Office, PowerPoint, Customer Satisfaction, Customer Service, Risk Management, Outlook, Microsoft Word, Insurance, Commercial Insurance, Casualty, General Insurance, Liability, Workers Compensation, Umbrella Insurance, Commercial Lines, Homeowners, Excess, Account Management, Underwriting, Licensed Property, Insurance Brokerage, Brokers, Employment Practices..., Professional Liability, Legal Liability, Commercial Lending, D&O, Claim, Casualty Insurance
Education
San Jose State University
B.S., Business Administration
Mission San Jose High School 1984 — 1988
BB&T Insurance Services Inc. April 2015 - Present
Marsh October 2014 - April 2015
Wells Fargo Insurance Services October 2010 - September 2014
AAA NCNU Insurance Exchange October 1996 - March 2009
Skills
Property & Casualty..., Microsoft Office, PowerPoint, Customer Satisfaction, Customer Service, Risk Management, Outlook, Microsoft Word, Insurance, Commercial Insurance, Casualty, General Insurance, Liability, Workers Compensation, Umbrella Insurance, Commercial Lines, Homeowners, Excess, Account Management, Underwriting, Licensed Property, Insurance Brokerage, Brokers, Employment Practices..., Professional Liability, Legal Liability, Commercial Lending, D&O, Claim, Casualty Insurance
Education
San Jose State University
B.S., Business Administration
Mission San Jose High School 1984 — 1988
Steve Farish Steve Farish's Wells Fargo Insurance Services Experience July 2006 - November 2010
Job Senior Group Sales Carolinas Region at Aflac Group Insurance
Industry Insurance
Experience
Aflac Broker Channel July 2014 - Present
Verity Integrated Benefits Advisors, LLC November 2010 - July 2014
Wells Fargo Insurance Services July 2006 - November 2010
Wachovia Insurance Services July 2005 - July 2006
Palmer & Cay Consulting July 1997 - July 2006
Provident Life and Accident/Unum September 1977 - July 1996
Skills
Customer Service, Sales, Leadership, Marketing, Team Building, Voluntary Employee..., Employee Engagemet and..., Employee Self Service, Defined Contribution..., Telemedicine, Payroll Purchasing, Identity Protection, Management, Health Savings Accounts, Workers Compensation, Life Insurance, Health Insurance
Education
Presbyterian College 1975 — 1976
Bachelor of Science (BS), Biology/Biological Sciences, General
University of South Carolina-Columbia 1972 — 1974
Bachelor of Science (BS), Marine Biology and Biological Oceanography
Aflac Broker Channel July 2014 - Present
Verity Integrated Benefits Advisors, LLC November 2010 - July 2014
Wells Fargo Insurance Services July 2006 - November 2010
Wachovia Insurance Services July 2005 - July 2006
Palmer & Cay Consulting July 1997 - July 2006
Provident Life and Accident/Unum September 1977 - July 1996
Skills
Customer Service, Sales, Leadership, Marketing, Team Building, Voluntary Employee..., Employee Engagemet and..., Employee Self Service, Defined Contribution..., Telemedicine, Payroll Purchasing, Identity Protection, Management, Health Savings Accounts, Workers Compensation, Life Insurance, Health Insurance
Education
Presbyterian College 1975 — 1976
Bachelor of Science (BS), Biology/Biological Sciences, General
University of South Carolina-Columbia 1972 — 1974
Bachelor of Science (BS), Marine Biology and Biological Oceanography
ken namvong ken namvong's Wells Fargo Insurance Services Experience August 2005 - July 2007
Job General Manager at Suvans Kitchen
Industry Restaurants
Experience
Suvans Kitchen December 2012 - Present
Bank of America December 2012 - August 2014
Wells Fargo Insurance Services August 2005 - July 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Credit Analysis, Portfolio Management, Retail Banking, Mortgage Banking, Financial Analysis, Financial Services, Loan Origination, Financial Modeling, Financial Risk, Credit Cards, Consumer Lending, Fixed Income, Relationship Management, Business Analysis, Commercial Banking, Credit Risk, Process Improvement, Finance, Business Process...
Education
San Diego State University-California State University 2000 — 2005
BA, Economics
San Diego City College 1997 — 2000
Associate of Arts (AA), Business Administration and Management, General
Suvans Kitchen December 2012 - Present
Bank of America December 2012 - August 2014
Wells Fargo Insurance Services August 2005 - July 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Credit Analysis, Portfolio Management, Retail Banking, Mortgage Banking, Financial Analysis, Financial Services, Loan Origination, Financial Modeling, Financial Risk, Credit Cards, Consumer Lending, Fixed Income, Relationship Management, Business Analysis, Commercial Banking, Credit Risk, Process Improvement, Finance, Business Process...
Education
San Diego State University-California State University 2000 — 2005
BA, Economics
San Diego City College 1997 — 2000
Associate of Arts (AA), Business Administration and Management, General
Steven Julis Steven Julis's Wells Fargo Insurance Services Experience 2011 - Present
Job Commercial Insurance at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2011 - Present
Int'l Insurance Broker 1986 - 2010
Skills
Risk Management
Education
Rutgers University-New Brunswick 1975 — 1979
Wells Fargo Insurance Services 2011 - Present
Int'l Insurance Broker 1986 - 2010
Skills
Risk Management
Education
Rutgers University-New Brunswick 1975 — 1979
Christine Yim's Wells Fargo Insurance Services Experience September 2014 - Present
Job Analytics Specialist at Wells Fargo Insurance Services USA, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services September 2014 - Present
OHSU Oregon Health & Science University July 2014 - September 2014
OHSU Oregon Center for Children and Youth With Special Health Needs October 2013 - June 2014
Private Home Care July 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, Teamwork, Event Planning, Photoshop, English, Teaching, Data Entry
Education
Portland State University
Bachelor of Science, Health Studies - Community Health Education
Wells Fargo Insurance Services September 2014 - Present
OHSU Oregon Health & Science University July 2014 - September 2014
OHSU Oregon Center for Children and Youth With Special Health Needs October 2013 - June 2014
Private Home Care July 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, Teamwork, Event Planning, Photoshop, English, Teaching, Data Entry
Education
Portland State University
Bachelor of Science, Health Studies - Community Health Education
JOHN (JP) ELLIOTT JOHN (JP) ELLIOTT's Wells Fargo Insurance Services Experience July 2005 - July 2006
Job Health Data Analyst at Prime Therapeutics
Industry Insurance
Experience
Prime Therapeutics June 2010 - Present
Meritain Health January 2009 - July 2010
UnitedHealth Group February 2008 - January 2009
Meritain Health July 2006 - February 2008
Wells Fargo Insurance Services July 2005 - July 2006
Wells Fargo Insurance Services June 2004 - August 2004
Skills
Employee Benefits, Program Management, Health Savings Accounts, Strategy, Business Process..., Strategic Planning, Management, Access, Account Management, Customer Service, Health Insurance, Microsoft Excel, Analysis, Project Planning, Project Management, Vendor Management
Education
Saint John's University 2001 — 2005
B.A., Management with Accounting Emphasis
Totino-Grace 1998 — 2001
Prime Therapeutics June 2010 - Present
Meritain Health January 2009 - July 2010
UnitedHealth Group February 2008 - January 2009
Meritain Health July 2006 - February 2008
Wells Fargo Insurance Services July 2005 - July 2006
Wells Fargo Insurance Services June 2004 - August 2004
Skills
Employee Benefits, Program Management, Health Savings Accounts, Strategy, Business Process..., Strategic Planning, Management, Access, Account Management, Customer Service, Health Insurance, Microsoft Excel, Analysis, Project Planning, Project Management, Vendor Management
Education
Saint John's University 2001 — 2005
B.A., Management with Accounting Emphasis
Totino-Grace 1998 — 2001
Pam Carey Pam Carey's Wells Fargo Insurance Services Experience December 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Insurance Services December 2012 - Present
Wells Fargo Insurance Services December 2012 - Present
Randstad May 2011 - December 2011
Bank of the West March 2010 - April 2011
Charles Schwab January 2006 - March 2009
All Star Consulting March 2003 - March 2005
Charles Schwab April 2000 - February 2003
Skills
Customer Service, Customer Relations, Vendor Management, RUP, Mentoring, Conflict Resolution, Team Building, Call Center, Compliance, Risk Management, Budgeting, Strategic Planning, Program Management, Problem Solving, Process Improvement, Customer Satisfaction, Team Leadership, Planning, Internal Controls, Change Management, Excel, Business Planning, Microsoft Office, Operations Management, Business Strategy, SOX, Hiring, Auditing, Audit, Contract Negotiation, Team Management, PMI, Cross-functional Team..., Financial Analysis, Teamwork, Negotiation, operational risk..., Training, Call Centers, Insurance, Coaching, Microsoft Excel, Budgets, Project Planning, Sarbanes-Oxley Act, Management, Business Analysis, Project Management, Financial Services, CRM
Education
San Francisco State University
BA, Economics
Wells Fargo Insurance Services December 2012 - Present
Wells Fargo Insurance Services December 2012 - Present
Randstad May 2011 - December 2011
Bank of the West March 2010 - April 2011
Charles Schwab January 2006 - March 2009
All Star Consulting March 2003 - March 2005
Charles Schwab April 2000 - February 2003
Skills
Customer Service, Customer Relations, Vendor Management, RUP, Mentoring, Conflict Resolution, Team Building, Call Center, Compliance, Risk Management, Budgeting, Strategic Planning, Program Management, Problem Solving, Process Improvement, Customer Satisfaction, Team Leadership, Planning, Internal Controls, Change Management, Excel, Business Planning, Microsoft Office, Operations Management, Business Strategy, SOX, Hiring, Auditing, Audit, Contract Negotiation, Team Management, PMI, Cross-functional Team..., Financial Analysis, Teamwork, Negotiation, operational risk..., Training, Call Centers, Insurance, Coaching, Microsoft Excel, Budgets, Project Planning, Sarbanes-Oxley Act, Management, Business Analysis, Project Management, Financial Services, CRM
Education
San Francisco State University
BA, Economics
Jeffrey Sandercock Jeffrey Sandercock's Wells Fargo Insurance Services Experience August 2015 - Present
Job Employee Benefits Practice Leader at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2015 - Present
Wells Fargo Insurance Services February 2015 - Present
Wells Fargo Insurance Services October 2014 - Present
Lockton Companies June 2013 - October 2014
Lockton Companies November 2012 - October 2014
Lockton Companies January 2012 - November 2012
Willis September 2010 - December 2011
Willis August 2009 - September 2010
Willis March 2006 - August 2009
Mercer Health and Benefits January 2005 - March 2006
Skills
Underwriting, Insurance, Dental, Group Benefits, Employee Benefits, Account Management, Healthcare, Claims, Benefits, Customer Relations, Health Plans, Negotiation, Plan Design, Contract Negotiation, Client Retention, Compliance, Health Savings Accounts, Strategic Planning, Customer Service, Marketing Strategy, Benefits Administration, Team Leadership, Coaching, Mentoring, Key Account Management, Commercial Insurance, Disability Insurance, Medicare, Dentistry, Health Policy, Claim, Customer Retention, Business Planning, Health Insurance, Brokers
Education
Quincy University 1985 — 1989
Bachelor of Science, Marketing
Wells Fargo Insurance Services August 2015 - Present
Wells Fargo Insurance Services February 2015 - Present
Wells Fargo Insurance Services October 2014 - Present
Lockton Companies June 2013 - October 2014
Lockton Companies November 2012 - October 2014
Lockton Companies January 2012 - November 2012
Willis September 2010 - December 2011
Willis August 2009 - September 2010
Willis March 2006 - August 2009
Mercer Health and Benefits January 2005 - March 2006
Skills
Underwriting, Insurance, Dental, Group Benefits, Employee Benefits, Account Management, Healthcare, Claims, Benefits, Customer Relations, Health Plans, Negotiation, Plan Design, Contract Negotiation, Client Retention, Compliance, Health Savings Accounts, Strategic Planning, Customer Service, Marketing Strategy, Benefits Administration, Team Leadership, Coaching, Mentoring, Key Account Management, Commercial Insurance, Disability Insurance, Medicare, Dentistry, Health Policy, Claim, Customer Retention, Business Planning, Health Insurance, Brokers
Education
Quincy University 1985 — 1989
Bachelor of Science, Marketing
Joleen Martis Joleen Martis's Wells Fargo Insurance Services Experience 2011 - September 2011
Job Senior Associate at Macquarie Group
Industry Financial Services
Experience
Macquarie Group May 2014 - Present
Macquarie Group July 2012 - Present
Johnson & Johnson September 2011 - May 2012
ALPFA Rutgers New Brunswick September 2011 - April 2012
Wells Fargo Insurance Services 2011 - September 2011
Tabitha Ministries July 2010 - April 2011
Skills
Leadership, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Finance, Research, Analysis, Public Speaking, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Finance, Economics, Human Resources
University of KwaZulu-Natal 2010 — 2010
Bachelor's degree, International Business/Trade/Commerce
Rahway High School 2004 — 2008
3.6
Macquarie Group May 2014 - Present
Macquarie Group July 2012 - Present
Johnson & Johnson September 2011 - May 2012
ALPFA Rutgers New Brunswick September 2011 - April 2012
Wells Fargo Insurance Services 2011 - September 2011
Tabitha Ministries July 2010 - April 2011
Skills
Leadership, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Finance, Research, Analysis, Public Speaking, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Finance, Economics, Human Resources
University of KwaZulu-Natal 2010 — 2010
Bachelor's degree, International Business/Trade/Commerce
Rahway High School 2004 — 2008
3.6
Michael Waytena's Wells Fargo Insurance Services Experience May 2014 - Present
Job Marketing Consultant at Wells Fargo
Industry Insurance
Experience
Wells Fargo Insurance Services May 2014 - Present
Ink Underwriting August 2013 - March 2014
Arthur J. Gallagher and Co. March 2009 - February 2013
Liberty Mutual Insurance January 2004 - March 2009
The Hartford March 2003 - June 2003
Entertainment Marketing Inc. May 2001 - January 2002
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Legal Liability, Casualty, Risk Management, Risk Assessment, Financial Risk, Marketing, Consumer Marketing, Marketing Strategy, Market Analysis, Consumer Behaviour, Loss Prevention, Umbrella Insurance, Product Marketing, Underwriting, Insurance, Brokers, Workers Compensation, New Business Development, Claims Management, Claim, Leadership, Sales, Liability, General Insurance, Employment Practices..., D&O, Professional Liability, Excess, Strategy, Casualty Insurance
Education
Purdue University 1998 — 2002
Bachelor of Science, Sales, Distribution, and Marketing Operations, General
Wells Fargo Insurance Services May 2014 - Present
Ink Underwriting August 2013 - March 2014
Arthur J. Gallagher and Co. March 2009 - February 2013
Liberty Mutual Insurance January 2004 - March 2009
The Hartford March 2003 - June 2003
Entertainment Marketing Inc. May 2001 - January 2002
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Legal Liability, Casualty, Risk Management, Risk Assessment, Financial Risk, Marketing, Consumer Marketing, Marketing Strategy, Market Analysis, Consumer Behaviour, Loss Prevention, Umbrella Insurance, Product Marketing, Underwriting, Insurance, Brokers, Workers Compensation, New Business Development, Claims Management, Claim, Leadership, Sales, Liability, General Insurance, Employment Practices..., D&O, Professional Liability, Excess, Strategy, Casualty Insurance
Education
Purdue University 1998 — 2002
Bachelor of Science, Sales, Distribution, and Marketing Operations, General
Steve Farish Steve Farish's Wells Fargo Insurance Services Experience May 2005 - Present
Job SVP at Wells Fargo Insurance Services, Inc. US
Industry Insurance
Experience
Wells Fargo Insurance Services May 2005 - Present
Wachovia 2005 - Present
Education
Presbyterian College 1974 — 1976
BS, Biology
Wells Fargo Insurance Services May 2005 - Present
Wachovia 2005 - Present
Education
Presbyterian College 1974 — 1976
BS, Biology
Dennis Clarken, CIC, CRM Dennis Clarken, CIC, CRM's Wells Fargo Insurance Services Experience January 2001 - January 2011
Job Sr. Account Executive, HWP Insurance, Restaurants, Government Contracting, Tax Exempt and Firearms Businesses
Industry Insurance
Experience
HWP Insurance February 2011 - Present
Wells Fargo Insurance Services January 2001 - January 2011
Danaher Insurance Agency January 1996 - January 2001
Lippincott Raven Publishing 1994 - 1996
Media General Cable of Fairfax, Inc. 1984 - 1994
Skills
Insurance, Risk Management, Property & Casualty..., Professional Liability, Workers Compensation, Umbrella Insurance, Employee Benefits, Commercial Insurance, D&O, Employment Practices..., Government Contracting, Restaurants, Firearms Insurance, Commercial Lines, Customer Service, Leadership, Management, Strategy, Team Building
Education
Radford University 1977 — 1981
BS, Marketing
LBSS
HWP Insurance February 2011 - Present
Wells Fargo Insurance Services January 2001 - January 2011
Danaher Insurance Agency January 1996 - January 2001
Lippincott Raven Publishing 1994 - 1996
Media General Cable of Fairfax, Inc. 1984 - 1994
Skills
Insurance, Risk Management, Property & Casualty..., Professional Liability, Workers Compensation, Umbrella Insurance, Employee Benefits, Commercial Insurance, D&O, Employment Practices..., Government Contracting, Restaurants, Firearms Insurance, Commercial Lines, Customer Service, Leadership, Management, Strategy, Team Building
Education
Radford University 1977 — 1981
BS, Marketing
LBSS
Michael Feeney Michael Feeney's Wells Fargo Insurance Services Experience June 2015 - August 2015
Job Risk Management Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Salisbury University August 2012 - Present
Wells Fargo Insurance Services June 2015 - August 2015
Georgetown Preparatory School 2010 - 2014
Skills
Insurance, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Time Management, PowerPoint, Customer Service, Life Insurance, Event Planning
Education
Salisbury University - Perdue School of Business 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Finance, Investments, 3.4 (Dean's List)
Georgetown Preparatory School 2008 — 2012
High School Diploma
Salisbury University August 2012 - Present
Wells Fargo Insurance Services June 2015 - August 2015
Georgetown Preparatory School 2010 - 2014
Skills
Insurance, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Time Management, PowerPoint, Customer Service, Life Insurance, Event Planning
Education
Salisbury University - Perdue School of Business 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Finance, Investments, 3.4 (Dean's List)
Georgetown Preparatory School 2008 — 2012
High School Diploma
Julie McFarland, M.S.'s Wells Fargo Insurance Services Experience January 2008 - Present
Job National Practice Consultant at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2008 - Present
Wachovia Insurance Services 2005 - 2008
Slabaugh Morgan White (acquired by Palmer & Cay) 1996 - 2005
McFarland Consulting, Inc 1998 - 2004
Skills
Benefits Administration, COBRA, Disability Insurance, Employee Benefits, HRIS, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Workers Compensation, Strategic Planning, Leadership, Brokers, Life Insurance
Education
Radford University
Master of Science (M.S.), Mathematics
Radford University
Bachelor of Science, Cum Laude, Mathematics
Wells Fargo Insurance Services January 2008 - Present
Wachovia Insurance Services 2005 - 2008
Slabaugh Morgan White (acquired by Palmer & Cay) 1996 - 2005
McFarland Consulting, Inc 1998 - 2004
Skills
Benefits Administration, COBRA, Disability Insurance, Employee Benefits, HRIS, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Workers Compensation, Strategic Planning, Leadership, Brokers, Life Insurance
Education
Radford University
Master of Science (M.S.), Mathematics
Radford University
Bachelor of Science, Cum Laude, Mathematics
JENNIFER LISIUS's Wells Fargo Insurance Services Experience March 2011 - August 2011
Job Financial Analyst at TE Connectivity
Industry Consumer Services
Experience
TE Connectivity December 2013 - Present
TE Connectivity April 2012 - December 2013
TE Connectivity September 2011 - March 2012
Wells Fargo Insurance Services March 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office 2007, Minitab, Crystal Ball, Sagitta, SAP, PowerPoint, Six Sigma, Kaizen, DMAIC, Cost Reduction Solutions, Cost Reduction..., Cost Reduction Planning, 5S, Customer Service, Outlook Express, Finance, Teamwork, Administrative..., Project Planning, Spreadsheets, Analysis, Data Analysis, Software Documentation, Time Management, TEOA, Compliance, Lean Management, Contract Negotiation, Logistics Management, Non-profit Volunteer, Quantitative Analytics, Financial Analysis, Performance Metrics, Collaborative Problem..., Maximo, Problem Solving, Communication, Team Building, Global Business..., Purchasing, Customer Oriented, Microsoft Office
Education
San Jose State University 2009 — 2011
Bachelors, Finance
TE Connectivity December 2013 - Present
TE Connectivity April 2012 - December 2013
TE Connectivity September 2011 - March 2012
Wells Fargo Insurance Services March 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office 2007, Minitab, Crystal Ball, Sagitta, SAP, PowerPoint, Six Sigma, Kaizen, DMAIC, Cost Reduction Solutions, Cost Reduction..., Cost Reduction Planning, 5S, Customer Service, Outlook Express, Finance, Teamwork, Administrative..., Project Planning, Spreadsheets, Analysis, Data Analysis, Software Documentation, Time Management, TEOA, Compliance, Lean Management, Contract Negotiation, Logistics Management, Non-profit Volunteer, Quantitative Analytics, Financial Analysis, Performance Metrics, Collaborative Problem..., Maximo, Problem Solving, Communication, Team Building, Global Business..., Purchasing, Customer Oriented, Microsoft Office
Education
San Jose State University 2009 — 2011
Bachelors, Finance
Risa Rowlett Risa Rowlett's Wells Fargo Insurance Services Experience June 2014 - Present
Job Account Operations Specialist at Wells Fargo Insurance Services
Industry Pharmaceuticals
Experience
Given upon Request June 2014 - Present
Wells Fargo Insurance Services June 2014 - Present
ESI February 2009 - June 2014
Various Transportation and Mining Companies December 1992 - February 2009
Skills
Accounts Receivable, Accounts Payable, Bank Reconciliation, Billing Process, Rating, Rate negotiation, Office Management, Cash Account Handler, Sales and Use Tax, 1099 Preparation, Clerical, Customer Service, Microsoft Office, SAP, Peachtree, AS400 system, Transportation and..., Account Reconciliation, Financial Accounting, Leadership, Accounting, Finance, PeopleSoft, Negotiation, Invoicing
Education
Rasmussen College-Minnesota 2012 — 2013
Accounting and Finance
Rasmussen College-Minnesota 1994 — 1998
Diploma and Certificates, Business Administration, Management, Sales, and Marketing
Given upon Request June 2014 - Present
Wells Fargo Insurance Services June 2014 - Present
ESI February 2009 - June 2014
Various Transportation and Mining Companies December 1992 - February 2009
Skills
Accounts Receivable, Accounts Payable, Bank Reconciliation, Billing Process, Rating, Rate negotiation, Office Management, Cash Account Handler, Sales and Use Tax, 1099 Preparation, Clerical, Customer Service, Microsoft Office, SAP, Peachtree, AS400 system, Transportation and..., Account Reconciliation, Financial Accounting, Leadership, Accounting, Finance, PeopleSoft, Negotiation, Invoicing
Education
Rasmussen College-Minnesota 2012 — 2013
Accounting and Finance
Rasmussen College-Minnesota 1994 — 1998
Diploma and Certificates, Business Administration, Management, Sales, and Marketing
Jennifer Pang's Wells Fargo Insurance Services Experience December 2011 - March 2013
Job Account Executive at Seacrest Partners, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services December 2011 - March 2013
Premier Telecommunication Services, LLC August 2009 - February 2012
Willis HRH December 2007 - August 2009
Digital Insurance July 2006 - December 2007
DS Waters October 2005 - June 2006
MARSH Risk and Insurance Services July 2000 - July 2005
Kaiser Foundation Health Plan October 1998 - July 2000
Skills
Microsoft Excel, Insurance, Employee Benefits, COBRA, Human Resources, Brokers, Benefits Administration, Health Insurance, Vendor Management, Management, Account Management, Payroll
Education
San Jose State University 1994 — 1998
Bachelor of Science
Wells Fargo Insurance Services December 2011 - March 2013
Premier Telecommunication Services, LLC August 2009 - February 2012
Willis HRH December 2007 - August 2009
Digital Insurance July 2006 - December 2007
DS Waters October 2005 - June 2006
MARSH Risk and Insurance Services July 2000 - July 2005
Kaiser Foundation Health Plan October 1998 - July 2000
Skills
Microsoft Excel, Insurance, Employee Benefits, COBRA, Human Resources, Brokers, Benefits Administration, Health Insurance, Vendor Management, Management, Account Management, Payroll
Education
San Jose State University 1994 — 1998
Bachelor of Science
Steve Pollart's Wells Fargo Insurance Services Experience November 1994 - May 2014
Job Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 1994 - May 2014
Skills
Underwriting, Risk Management, Financial Services, Insurance, Property & Casualty...
Education
Saint Louis University 1976 — 1977
MBA, Business Administration
The University of Kansas 1971 — 1975
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 1994 - May 2014
Skills
Underwriting, Risk Management, Financial Services, Insurance, Property & Casualty...
Education
Saint Louis University 1976 — 1977
MBA, Business Administration
The University of Kansas 1971 — 1975
Elizabeth Williamson's Wells Fargo Insurance Services Experience June 2010 - Present
Job Vice President, Business Initiatives Manager at Wells Fargo Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services June 2010 - Present
CIGNA Emerging Markets June 2008 - September 2009
Great-West Healthcare April 2004 - July 2008
Centene Corporation 2002 - 2004
Physicians Edge, Inc. 1998 - 2002
Healthcare Interchange, Inc. April 1997 - October 1998
Skills
Business Development, Cross-functional Team..., Healthcare, Management, Project Management, Strategic Planning
Education
Saint Louis University 1993 — 1995
BSBA, Business, Finance
Wells Fargo Insurance Services June 2010 - Present
CIGNA Emerging Markets June 2008 - September 2009
Great-West Healthcare April 2004 - July 2008
Centene Corporation 2002 - 2004
Physicians Edge, Inc. 1998 - 2002
Healthcare Interchange, Inc. April 1997 - October 1998
Skills
Business Development, Cross-functional Team..., Healthcare, Management, Project Management, Strategic Planning
Education
Saint Louis University 1993 — 1995
BSBA, Business, Finance
Jim DiOrio's Wells Fargo Insurance Services Experience March 2001 - October 2005
Job Regional Managing Director of Operations & Senior Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2013 - Present
Frenkel Benefits, LLC January 2009 - June 2013
Brokerage Concepts, Inc. November 2007 - November 2008
Towers Perrin October 2005 - September 2007
Wells Fargo Insurance Services March 2001 - October 2005
AON September 1997 - February 2001
Sedgwick April 1992 - August 1997
Price Waterhouse 1988 - 1992
Johnson & Higgins 1980 - 1984
Mutual Benefit Life 1975 - 1980
Skills
Mergers & Acquisitions, Employee Benefits, Health Insurance, Business Planning, Start-ups, Mergers, New Business Development, Defined Benefit, Retirement, Leadership, Finance, Retirement Planning, Negotiation, Analysis, Marketing, Underwriting, Life Insurance, Sales, Strategic Planning, Brokers, Due Diligence, Consulting, Human Resources, Healthcare, Team Building, Insurance, 401k, Financial Risk, Executive Management, Health Savings Accounts, Workers Compensation, Disability Insurance
Education
Princeton University 1969 — 1973
AB, History
Stony Brook University 1973 — 1975
M.A., History
USI Insurance Services June 2013 - Present
Frenkel Benefits, LLC January 2009 - June 2013
Brokerage Concepts, Inc. November 2007 - November 2008
Towers Perrin October 2005 - September 2007
Wells Fargo Insurance Services March 2001 - October 2005
AON September 1997 - February 2001
Sedgwick April 1992 - August 1997
Price Waterhouse 1988 - 1992
Johnson & Higgins 1980 - 1984
Mutual Benefit Life 1975 - 1980
Skills
Mergers & Acquisitions, Employee Benefits, Health Insurance, Business Planning, Start-ups, Mergers, New Business Development, Defined Benefit, Retirement, Leadership, Finance, Retirement Planning, Negotiation, Analysis, Marketing, Underwriting, Life Insurance, Sales, Strategic Planning, Brokers, Due Diligence, Consulting, Human Resources, Healthcare, Team Building, Insurance, 401k, Financial Risk, Executive Management, Health Savings Accounts, Workers Compensation, Disability Insurance
Education
Princeton University 1969 — 1973
AB, History
Stony Brook University 1973 — 1975
M.A., History
Neil Alper's Wells Fargo Insurance Services Experience Vice PresidentWells Fargo of CA Insurance Services, Inc.1990 - Present
Job Vice President at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services Vice PresidentWells Fargo of CA Insurance Services, Inc.1990 - Present
Education
San Diego State University-California State University 1977 — 1981
Wells Fargo Insurance Services Vice PresidentWells Fargo of CA Insurance Services, Inc.1990 - Present
Education
San Diego State University-California State University 1977 — 1981
Danielle Paquin's Wells Fargo Insurance Services Experience October 2006 - March 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Promed October 2011 - April 2015
The Business Analysts October 2011 - April 2015
Microsoft November 2010 - March 2011
Seattle City Light July 2009 - June 2010
Microsoft June 2008 - December 2008
AT&T April 2008 - May 2008
Safeco Insurance January 2008 - February 2008
House Values September 2007 - October 2007
Microsoft August 2007 - September 2007
Wells Fargo Insurance Services October 2006 - March 2007
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Visio, MS Project, Business Analysis, Management, PowerPoint, Team Building, Vendor Management, SDLC, Windows, System Administration, Databases, Software Documentation, Requirements Analysis, Project Management, Integration, Testing, Team Leadership, Data Warehousing, Quality Assurance, Analysis, Program Management, Cross-functional Team..., Requirements Gathering, Process Improvement, Troubleshooting, Business Process, Budgets, Data Center
Education
Portland State University 1991 — 1994
Master's Math, Math, 3.8
Portland State University 1988 — 1991
BA degree, Mathematics
Promed October 2011 - April 2015
The Business Analysts October 2011 - April 2015
Microsoft November 2010 - March 2011
Seattle City Light July 2009 - June 2010
Microsoft June 2008 - December 2008
AT&T April 2008 - May 2008
Safeco Insurance January 2008 - February 2008
House Values September 2007 - October 2007
Microsoft August 2007 - September 2007
Wells Fargo Insurance Services October 2006 - March 2007
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Visio, MS Project, Business Analysis, Management, PowerPoint, Team Building, Vendor Management, SDLC, Windows, System Administration, Databases, Software Documentation, Requirements Analysis, Project Management, Integration, Testing, Team Leadership, Data Warehousing, Quality Assurance, Analysis, Program Management, Cross-functional Team..., Requirements Gathering, Process Improvement, Troubleshooting, Business Process, Budgets, Data Center
Education
Portland State University 1991 — 1994
Master's Math, Math, 3.8
Portland State University 1988 — 1991
BA degree, Mathematics
Eric Ostman's Wells Fargo Insurance Services Experience December 2009 - January 2012
Job Marketing/Customer Service at Lee F. Murphy Group
Industry Insurance
Experience
Lee F. Murphy Group January 2014 - Present
SMA Insurance September 2012 - August 2013
Wells Fargo Insurance Services December 2009 - January 2012
Associated Financial Group June 2009 - November 2009
Hays Companies March 2000 - April 2009
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Liability, Workers Compensation, D&O, Risk Management, Legal Liability, Commercial Lines
Education
Saint Mary's University of Minnesota 1986 — 1990
Bachelor of Arts (B.A.), Political Science/Sociology
Lee F. Murphy Group January 2014 - Present
SMA Insurance September 2012 - August 2013
Wells Fargo Insurance Services December 2009 - January 2012
Associated Financial Group June 2009 - November 2009
Hays Companies March 2000 - April 2009
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Liability, Workers Compensation, D&O, Risk Management, Legal Liability, Commercial Lines
Education
Saint Mary's University of Minnesota 1986 — 1990
Bachelor of Arts (B.A.), Political Science/Sociology
Kyle Phillippi's Wells Fargo Insurance Services Experience August 2004 - April 2009
Job Fommy
Industry Insurance
Experience
Phillippi House March 2009 - Present
Wells Fargo Insurance Services August 2004 - April 2009
Marsh August 2002 - August 2004
Skills
Underwriting, Commercial Insurance, Property & Casualty..., Insurance, Workers Compensation, Professional Liability, General Insurance, Liability, Brokers, Casualty Insurance
Education
Purdue University 1993 — 1997
Purdue University - Krannert School of Management 1993 — 1997
Phillippi House March 2009 - Present
Wells Fargo Insurance Services August 2004 - April 2009
Marsh August 2002 - August 2004
Skills
Underwriting, Commercial Insurance, Property & Casualty..., Insurance, Workers Compensation, Professional Liability, General Insurance, Liability, Brokers, Casualty Insurance
Education
Purdue University 1993 — 1997
Purdue University - Krannert School of Management 1993 — 1997
Aaryn Lewis's Wells Fargo Insurance Services Experience 2008 - September 2010
Job Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2008 - September 2010
Mercer 2006 - 2008
Starwood Hotels & Resorts 2004 - 2006
Education
San Francisco State University 2000 — 2003
Bachelor, Communications
Wells Fargo Insurance Services 2008 - September 2010
Mercer 2006 - 2008
Starwood Hotels & Resorts 2004 - 2006
Education
San Francisco State University 2000 — 2003
Bachelor, Communications
Serafina Frongia's Wells Fargo Insurance Services Experience March 2013 - May 2014
Job Manager, Content Strategy and Editorial Team at Wells Fargo Wholesale Internet Solutions
Industry Computer Software
Experience
Wells Fargo Wholesale Internet Solutions May 2014 - Present
Women's Building January 2014 - Present
Wells Fargo Insurance Services March 2013 - May 2014
Sitecore July 2011 - March 2013
Sitecore June 2008 - June 2011
KN Ltd./Karen Neuburger January 2006 - May 2008
Skills
Content Strategy, Content Marketing, Corporate Branding, Brand Management, Channel Strategy, Lead Generation, Marketing Strategy, Business Writing, Web Content, Content Management, Analytics, Editing, User Experience, Data Driven Testing, Mobile Marketing, Marketing Communications, Corporate Communications, Public Speaking, Webinars, Digital Video, Collateral Production, Social Media, Community Sites, Nurturing, Automation, Consulting, Front-end, Marketing, Digital Strategy, Sitecore, Marketing Automation, Web Content Management, Web Analytics, Web Project Management, Information Architecture, SEO
Education
San Diego State University-California State University 2003 — 2005
Bachelor of Arts (B.A.), Communication, General
Wells Fargo Wholesale Internet Solutions May 2014 - Present
Women's Building January 2014 - Present
Wells Fargo Insurance Services March 2013 - May 2014
Sitecore July 2011 - March 2013
Sitecore June 2008 - June 2011
KN Ltd./Karen Neuburger January 2006 - May 2008
Skills
Content Strategy, Content Marketing, Corporate Branding, Brand Management, Channel Strategy, Lead Generation, Marketing Strategy, Business Writing, Web Content, Content Management, Analytics, Editing, User Experience, Data Driven Testing, Mobile Marketing, Marketing Communications, Corporate Communications, Public Speaking, Webinars, Digital Video, Collateral Production, Social Media, Community Sites, Nurturing, Automation, Consulting, Front-end, Marketing, Digital Strategy, Sitecore, Marketing Automation, Web Content Management, Web Analytics, Web Project Management, Information Architecture, SEO
Education
San Diego State University-California State University 2003 — 2005
Bachelor of Arts (B.A.), Communication, General
Richard Hartung's Wells Fargo Insurance Services Experience Sr. V.P.MarshJanuary 1990 - January 2005
Job Sr. V.P. at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services Sr. V.P.MarshJanuary 1990 - January 2005
Aon 1977 - 1989
Education
Rider University 1960 — 1964
Belvedere High School 1956 — 1960
Wells Fargo Insurance Services Sr. V.P.MarshJanuary 1990 - January 2005
Aon 1977 - 1989
Education
Rider University 1960 — 1964
Belvedere High School 1956 — 1960
Brittney Tafoya's Wells Fargo Insurance Services Experience March 2008 - July 2012
Job Field Sales Specialist at CNA
Industry Insurance
Experience
CNA March 2015 - Present
The ABD Team July 2012 - March 2015
Wells Fargo Insurance Services March 2008 - July 2012
Skills
Insurance, Property & Casualty..., Commercial Insurance, Account Management, Sales, Brokers, Customer Service, Professional Liability, General Insurance, Legal Liability, Employment Practices..., Risk Management, Umbrella Insurance, Claim, Workers Compensation
Education
San Francisco State University
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
University of New Orleans
CNA March 2015 - Present
The ABD Team July 2012 - March 2015
Wells Fargo Insurance Services March 2008 - July 2012
Skills
Insurance, Property & Casualty..., Commercial Insurance, Account Management, Sales, Brokers, Customer Service, Professional Liability, General Insurance, Legal Liability, Employment Practices..., Risk Management, Umbrella Insurance, Claim, Workers Compensation
Education
San Francisco State University
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
University of New Orleans
Ferdinand Castillo's Wells Fargo Insurance Services Experience 2008 - January 2012
Job Assistant VP at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services January 2012 - Present
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Wells Fargo Financial January 2008 - December 2012
Wells Fargo Insurance Services 2008 - January 2012
Zurich North America October 1999 - January 2008
Skills
Claim, Insurance, Underwriting, Brokers, Property & Casualty..., Commercial Insurance, Workers Compensation, Liability, Risk Management, Casualty, Legal Liability, Employee Benefits, Health Insurance, Benefits Administration, Account Management
Education
St. Mary's College of California 1989 — 1992
Bachelor's degree, Business Management
Foxridge Elementary
Alliant Insurance Services January 2012 - Present
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Wells Fargo Financial January 2008 - December 2012
Wells Fargo Insurance Services 2008 - January 2012
Zurich North America October 1999 - January 2008
Skills
Claim, Insurance, Underwriting, Brokers, Property & Casualty..., Commercial Insurance, Workers Compensation, Liability, Risk Management, Casualty, Legal Liability, Employee Benefits, Health Insurance, Benefits Administration, Account Management
Education
St. Mary's College of California 1989 — 1992
Bachelor's degree, Business Management
Foxridge Elementary
Debra Perry's Wells Fargo Insurance Services Experience 2008 - July 2012
Job The ABD Team
Industry Insurance
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
abd Insurance and Financial Services July 2001 - 2008
Skills
Start-ups, Employee Benefits, Underwriting, Insurance, Brokers, Sales, Account Management, Strategic Planning, Employment Practices..., Mergers, Strategic Financial..., Health Insurance, 401k, New Business Development, Finance, Mergers & Acquisitions, Professional Liability, Team Building, Disability Insurance, Benefits Administration, Risk Management, Property & Casualty..., Commercial Insurance, Investments, Workers Compensation, Life Insurance, D&O, Legal Liability, Health Savings Accounts
Education
San Jose State University 1981 — 1986
Bachelor's degree, Marketing
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2008 - July 2012
abd Insurance and Financial Services July 2001 - 2008
Skills
Start-ups, Employee Benefits, Underwriting, Insurance, Brokers, Sales, Account Management, Strategic Planning, Employment Practices..., Mergers, Strategic Financial..., Health Insurance, 401k, New Business Development, Finance, Mergers & Acquisitions, Professional Liability, Team Building, Disability Insurance, Benefits Administration, Risk Management, Property & Casualty..., Commercial Insurance, Investments, Workers Compensation, Life Insurance, D&O, Legal Liability, Health Savings Accounts
Education
San Jose State University 1981 — 1986
Bachelor's degree, Marketing
Rod Okimoto's Wells Fargo Insurance Services Experience August 2011 - September 2013
Job President at Solid Keystone Investments Inc.
Industry Real Estate
Experience
Solid Keystone Investments Inc. July 2015 - Present
Marsh September 2013 - July 2015
Wells Fargo Insurance Services August 2011 - September 2013
Lockton Companies April 2003 - August 2011
Aon Risk Services July 1978 - April 2003
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Enterprise Risk..., Liability, Casualty, Program Management, Workers Compensation, Claims Management, Analysis, Risk Assessment, Claim, Reinsurance, Casualty Insurance, Risk Analysis, Manufacturing, Technology Risk, Risk Mitigation, Real Estate, Investment Properties, Income Properties, Residential Homes, Single Family Homes, Whole House Renovations, Rental Real Estate, Investment Strategies
Education
San Jose State University 1969 — 1971
B.S., Industrial Technology
Solid Keystone Investments Inc. July 2015 - Present
Marsh September 2013 - July 2015
Wells Fargo Insurance Services August 2011 - September 2013
Lockton Companies April 2003 - August 2011
Aon Risk Services July 1978 - April 2003
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Underwriting, Brokers, Enterprise Risk..., Liability, Casualty, Program Management, Workers Compensation, Claims Management, Analysis, Risk Assessment, Claim, Reinsurance, Casualty Insurance, Risk Analysis, Manufacturing, Technology Risk, Risk Mitigation, Real Estate, Investment Properties, Income Properties, Residential Homes, Single Family Homes, Whole House Renovations, Rental Real Estate, Investment Strategies
Education
San Jose State University 1969 — 1971
B.S., Industrial Technology
Julie Marvel's Wells Fargo Insurance Services Experience June 2005 - May 2006
Job Vice President/Underwriting Manager
Industry Insurance
Experience
XL Catlin March 2013 - Present
CNA Insurance November 2008 - January 2013
Neace Lukens June 2006 - August 2008
Wells Fargo Insurance Services June 2005 - May 2006
Chubb 2001 - 2005
CNA Insurance 1998 - 2001
Skills
Professional Liability, Employment Practices..., Legal Liability, Property & Casualty..., Commercial Insurance, D&O, Liability, Underwriting, Casualty, Commercial Lines, Workers Compensation, Insurance, Reinsurance, General Insurance, Claims Management, Kidnap & Ransom, Directors & Officers..., Inland Marine, Claim, Liability Analysis, Building Relationships, E&O
Education
Rowan University 1991 — 1994
EHS 1985 — 1989
Bachelor of Arts (B.A.)
XL Catlin March 2013 - Present
CNA Insurance November 2008 - January 2013
Neace Lukens June 2006 - August 2008
Wells Fargo Insurance Services June 2005 - May 2006
Chubb 2001 - 2005
CNA Insurance 1998 - 2001
Skills
Professional Liability, Employment Practices..., Legal Liability, Property & Casualty..., Commercial Insurance, D&O, Liability, Underwriting, Casualty, Commercial Lines, Workers Compensation, Insurance, Reinsurance, General Insurance, Claims Management, Kidnap & Ransom, Directors & Officers..., Inland Marine, Claim, Liability Analysis, Building Relationships, E&O
Education
Rowan University 1991 — 1994
EHS 1985 — 1989
Bachelor of Arts (B.A.)
Cortney Shadel's Wells Fargo Insurance Services Experience June 2008 - April 2009
Job Property Manager at The CIM Group
Industry Real Estate
Experience
The CIM Group November 2014 - Present
JLL September 2014 - November 2014
Langley Investment Properties April 2013 - September 2014
Langley Investment Properties November 2011 - April 2013
Ashforth Pacific Inc. October 2010 - November 2011
The CIM Group November 2009 - October 2010
Brandywine Realty Trust April 2009 - October 2009
Wells Fargo Insurance Services June 2008 - April 2009
Brandywine Realty Trust January 2006 - June 2008
Prentiss Properties October 2004 - January 2006
Skills
Lease Administration, Property Management, Leases, Tenant, Disposition, Corporate Real Estate, Real Estate Economics, Property, Real Estate Development, Commercial Real Estate, Real Estate, Lease Negotiations
Education
San Francisco State University 2001 — 2004
BA, Interior Design & Housing
San Diego State University-California State University 1997 — 2001
The CIM Group November 2014 - Present
JLL September 2014 - November 2014
Langley Investment Properties April 2013 - September 2014
Langley Investment Properties November 2011 - April 2013
Ashforth Pacific Inc. October 2010 - November 2011
The CIM Group November 2009 - October 2010
Brandywine Realty Trust April 2009 - October 2009
Wells Fargo Insurance Services June 2008 - April 2009
Brandywine Realty Trust January 2006 - June 2008
Prentiss Properties October 2004 - January 2006
Skills
Lease Administration, Property Management, Leases, Tenant, Disposition, Corporate Real Estate, Real Estate Economics, Property, Real Estate Development, Commercial Real Estate, Real Estate, Lease Negotiations
Education
San Francisco State University 2001 — 2004
BA, Interior Design & Housing
San Diego State University-California State University 1997 — 2001
Steve Sclimenti's Wells Fargo Insurance Services Experience September 2004 - Present
Job Vice PresidentInsurance & Risk Management at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2004 - Present
UMG January 1996 - March 2005
Skills
Insurance, New Business Development, Start-ups, Strategic Planning, Health Insurance, Employee Benefits, Risk Management, Real Estate, Due Diligence, Negotiation, Investments, Marketing, Contract Negotiation, Mergers, Underwriting, Property & Casualty..., Sales Management, Sales, Financial Services, Marketing Strategy, Mergers & Acquisitions, Strategy, Business Development, CRM, Commercial Insurance
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science, Marketing
BS San Diego State-Marketing
Wells Fargo Insurance Services September 2004 - Present
UMG January 1996 - March 2005
Skills
Insurance, New Business Development, Start-ups, Strategic Planning, Health Insurance, Employee Benefits, Risk Management, Real Estate, Due Diligence, Negotiation, Investments, Marketing, Contract Negotiation, Mergers, Underwriting, Property & Casualty..., Sales Management, Sales, Financial Services, Marketing Strategy, Mergers & Acquisitions, Strategy, Business Development, CRM, Commercial Insurance
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science, Marketing
BS San Diego State-Marketing
Jon Laubscher's Wells Fargo Insurance Services Experience 2007 - 2010
Job Partner at CreditEUREKA
Industry Insurance
Experience
CreditEUREKA December 2012 - Present
Wells Fargo Insurance Services 2007 - 2010
Genentech 2004 - 2006
Saba Software 2000 - 2001
Amdahl Corporation 1996 - 2000
Fifth Third Bank 1993 - 1996
Skills
Underwriting, Risk Management, Credit Analysis, Insurance, Financial Risk, Credit, Financial Analysis, Credit Risk, Portfolio Management, Relationship Management, Financial Modeling, Commercial Insurance, Brokers, Strategic Planning, Asset Based Lending, Leadership
Education
Wright State University 1991 — 1993
Master of Business Administration (MBA), Finance, General
Principia College 1980 — 1983
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
CreditEUREKA December 2012 - Present
Wells Fargo Insurance Services 2007 - 2010
Genentech 2004 - 2006
Saba Software 2000 - 2001
Amdahl Corporation 1996 - 2000
Fifth Third Bank 1993 - 1996
Skills
Underwriting, Risk Management, Credit Analysis, Insurance, Financial Risk, Credit, Financial Analysis, Credit Risk, Portfolio Management, Relationship Management, Financial Modeling, Commercial Insurance, Brokers, Strategic Planning, Asset Based Lending, Leadership
Education
Wright State University 1991 — 1993
Master of Business Administration (MBA), Finance, General
Principia College 1980 — 1983
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Jason Gallegos's Wells Fargo Insurance Services Experience July 2013 - Present
Job Commercial Loan Officer at Queensborough National Bank & Trust Co.
Industry Financial Services
Experience
Queensborough National Bank & Trust Co. August 2014 - Present
Wells Fargo Insurance Services July 2013 - Present
Wells Fargo September 2010 - July 2013
Wachovia, A Wells Fargo Company August 2003 - September 2010
Skills
Commercial Banking, Customer Service, Sales Management, Public Speaking, Microsoft Excel, Small Business Lending, Credit, Banking, Underwriting, Loans, Commercial Lending, Investments, Consumer Lending
Education
Salisbury University - Perdue School of Business 1997 — 2000
BS, Finance and Accountung
Queensborough National Bank & Trust Co. August 2014 - Present
Wells Fargo Insurance Services July 2013 - Present
Wells Fargo September 2010 - July 2013
Wachovia, A Wells Fargo Company August 2003 - September 2010
Skills
Commercial Banking, Customer Service, Sales Management, Public Speaking, Microsoft Excel, Small Business Lending, Credit, Banking, Underwriting, Loans, Commercial Lending, Investments, Consumer Lending
Education
Salisbury University - Perdue School of Business 1997 — 2000
BS, Finance and Accountung
Patrick Sedlak's Wells Fargo Insurance Services Experience January 2013 - Present
Job Senior Vice President, Indiana Operations at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Insurance Services March 2012 - January 2013
Marsh McLennan June 2008 - March 2012
Aon 2000 - 2008
Skills
Insurance, Risk Management, Strategic Planning, Property & Casualty..., Underwriting, Commercial Insurance, Process Improvement, Liability, Reinsurance, Financial Analysis, Banking, Corporate Communications, Leadership, Management, Strategic Consulting, Operations Management, Customer Service, New Business Development, Professional Liability, Business Strategy, Casualty, Healthcare, Health Insurance, Client Development, Key Client Relationships, Mentoring, Cross Selling, Enterprise Risk..., Casualty Insurance
Education
Saint Bonaventure University 1998 — 2002
BS, Marketing, Management
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Insurance Services March 2012 - January 2013
Marsh McLennan June 2008 - March 2012
Aon 2000 - 2008
Skills
Insurance, Risk Management, Strategic Planning, Property & Casualty..., Underwriting, Commercial Insurance, Process Improvement, Liability, Reinsurance, Financial Analysis, Banking, Corporate Communications, Leadership, Management, Strategic Consulting, Operations Management, Customer Service, New Business Development, Professional Liability, Business Strategy, Casualty, Healthcare, Health Insurance, Client Development, Key Client Relationships, Mentoring, Cross Selling, Enterprise Risk..., Casualty Insurance
Education
Saint Bonaventure University 1998 — 2002
BS, Marketing, Management
Lou Locante's Wells Fargo Insurance Services Experience September 1995 - Present
Job EVP at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 1995 - Present
RHH/AON/Frank B. Hall October 1980 - September 1995
Liberty Mutual Insurance July 1973 - September 1980
Skills
Insurance, Property & Casualty..., D&O, Risk Management, Commercial Insurance, Sales, Professional Liability, General Insurance, Workers Compensation, Casualty Insurance, Customer Service, Brokers, Employee Benefits
Education
West Liberty University 1967 — 1969
BS, Marketing
Robert Morris University 1965 — 1967
Associate's degree, Marketing
Central Catholic Pittsburgh 1960 — 1964
Marketing
Wells Fargo Insurance Services September 1995 - Present
RHH/AON/Frank B. Hall October 1980 - September 1995
Liberty Mutual Insurance July 1973 - September 1980
Skills
Insurance, Property & Casualty..., D&O, Risk Management, Commercial Insurance, Sales, Professional Liability, General Insurance, Workers Compensation, Casualty Insurance, Customer Service, Brokers, Employee Benefits
Education
West Liberty University 1967 — 1969
BS, Marketing
Robert Morris University 1965 — 1967
Associate's degree, Marketing
Central Catholic Pittsburgh 1960 — 1964
Marketing
Renee Governale's Wells Fargo Insurance Services Experience May 2008 - September 2014
Job Executive Assistant to CFO of Wells Fargo Business Banking Group
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo Insurance Services May 2008 - September 2014
Wachovia August 2002 - August 2005
Goldman Sachs September 1999 - March 2002
Salomon Smith Barney 1996 - 1999
Leviton Manufacturing Co., Inc. 1987 - 1996
Skills
Expense Management, Insurance, Outlook, Microsoft Excel, Lotus Notes, Administrative..., Financial Services, Finance, PowerPoint, Employee Benefits, Risk Management, Travel Arrangements, Banking, Customer Service, Relationship Management, Calendaring, Managing Database, Confidentiality, Salesforce.com, Credit, Benefits Administration, Financial Analysis, Collaborative Problem..., Spreadsheets, Process Scheduler, Microsoft Publisher, Meeting Planning, Coordinate Meetings, Multi-tasked, Mentoring and training..., Planet Wholesale, Distribute and track..., Co-Leader of Employee..., Administrative..., Investments
Education
Queens College 1983 — 1986
Wells Fargo September 2014 - Present
Wells Fargo Insurance Services May 2008 - September 2014
Wachovia August 2002 - August 2005
Goldman Sachs September 1999 - March 2002
Salomon Smith Barney 1996 - 1999
Leviton Manufacturing Co., Inc. 1987 - 1996
Skills
Expense Management, Insurance, Outlook, Microsoft Excel, Lotus Notes, Administrative..., Financial Services, Finance, PowerPoint, Employee Benefits, Risk Management, Travel Arrangements, Banking, Customer Service, Relationship Management, Calendaring, Managing Database, Confidentiality, Salesforce.com, Credit, Benefits Administration, Financial Analysis, Collaborative Problem..., Spreadsheets, Process Scheduler, Microsoft Publisher, Meeting Planning, Coordinate Meetings, Multi-tasked, Mentoring and training..., Planet Wholesale, Distribute and track..., Co-Leader of Employee..., Administrative..., Investments
Education
Queens College 1983 — 1986
Jaime Lee McHale's Wells Fargo Insurance Services Experience May 1997 - August 2004
Job Sales Representative at Thomson Reuters: ONESOURCE Trust & Estate Administration
Industry Computer Software
Experience
Thomson Reuters September 2004 - Present
Wells Fargo Insurance Services May 1997 - August 2004
Skills
Contract Negotiation, Account Management, Marketing Strategy, New Business Development, Email Marketing, Sales Presentations, Sales, Marketing Communications, Strategic Planning, Market Research, Advertising, Public Speaking
Education
Saint Joseph's University 2000 — 2004
BA, English
Camden Catholic High School 1996 — 2000
High School
Thomson Reuters September 2004 - Present
Wells Fargo Insurance Services May 1997 - August 2004
Skills
Contract Negotiation, Account Management, Marketing Strategy, New Business Development, Email Marketing, Sales Presentations, Sales, Marketing Communications, Strategic Planning, Market Research, Advertising, Public Speaking
Education
Saint Joseph's University 2000 — 2004
BA, English
Camden Catholic High School 1996 — 2000
High School
Debbie Archimbaud's Wells Fargo Insurance Services Experience November 2011 - Present
Job Commercial Account Executive at Wells Fargo Insurance Services USA, Inc.
Industry Insurance
Experience
Wells Fargo Insurance Services November 2011 - Present
Willis May 2007 - October 2011
Aon Risk Services 2001 - 2007
InsureHiTech 2000 - 2001
BHB Insurance 1989 - 1993
Skills
Property & Casualty..., Commercial Insurance, Brokers, Insurance, Professional Liability, Liability, Workers Compensation, Casualty, Legal Liability, General Insurance, D&O, Risk Management, Umbrella Insurance, Employment Practices..., Commercial Lines, Customer Service, Excess, Reinsurance, Leadership, Management, Claim, Employee Benefits, Claims Management, Health Insurance, Casualty Insurance
Education
Ramapo College of New Jersey 1980 — 1984
B.S., Accounting, Management
Franklin High School 1976 — 1980
High School Diploma, College Prep
Wells Fargo Insurance Services November 2011 - Present
Willis May 2007 - October 2011
Aon Risk Services 2001 - 2007
InsureHiTech 2000 - 2001
BHB Insurance 1989 - 1993
Skills
Property & Casualty..., Commercial Insurance, Brokers, Insurance, Professional Liability, Liability, Workers Compensation, Casualty, Legal Liability, General Insurance, D&O, Risk Management, Umbrella Insurance, Employment Practices..., Commercial Lines, Customer Service, Excess, Reinsurance, Leadership, Management, Claim, Employee Benefits, Claims Management, Health Insurance, Casualty Insurance
Education
Ramapo College of New Jersey 1980 — 1984
B.S., Accounting, Management
Franklin High School 1976 — 1980
High School Diploma, College Prep
Faye Lewis's Wells Fargo Insurance Services Experience 2009 - July 2012
Job Vice President/ Sr Account Executive at The ABD Team
Industry Insurance
Experience
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2009 - July 2012
ABD Insurance and Financial Services 2005 - 2009
Reliance Standard 2003 - 2005
BenefitPoint 1999 - 2003
ABD Insurance and Financial Services 1996 - 1999
Skills
Employee Benefits, Project Management, Account Management, Customer Engagement, Helping Clients Succeed, Benefits Design, Customer Retention, Benefits Analysis, Program Implementation, Supportive, Process Efficiency, Exceeding Customer..., Project Delivery, Compliance, Vendor Relationships, Solution Implementation, Health Insurance
Education
San Jose State University 1991 — 1995
Bachelor of Science (B.S.)
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services 2009 - July 2012
ABD Insurance and Financial Services 2005 - 2009
Reliance Standard 2003 - 2005
BenefitPoint 1999 - 2003
ABD Insurance and Financial Services 1996 - 1999
Skills
Employee Benefits, Project Management, Account Management, Customer Engagement, Helping Clients Succeed, Benefits Design, Customer Retention, Benefits Analysis, Program Implementation, Supportive, Process Efficiency, Exceeding Customer..., Project Delivery, Compliance, Vendor Relationships, Solution Implementation, Health Insurance
Education
San Jose State University 1991 — 1995
Bachelor of Science (B.S.)
Darin Hadley's Wells Fargo Insurance Services Experience December 2010 - February 2012
Job Vice President of Ag. Banking at PNC
Industry Banking
Experience
PNC February 2012 - Present
Darin Hadley Farms January 2005 - Present
Wells Fargo Insurance Services December 2010 - February 2012
Wells Fargo Bank January 2007 - February 2012
Wells Fargo Bank June 2003 - January 2007
Skills
Listening to customers, Commercial Banking, Profitable Growth, Risk Management, Direct Sales, Negotiation, Problem Solving, Business Relationship..., SBA, Commercial Leasing, Financial Analysis, Management, Loans, Portfolio Management, Banking, Insurance, Cash Flow Lending, Finance, Commercial Lending, Credit, Merchant Services, Contract Negotiation, Sales Management, Investments, Strategic Planning, Leadership, Relationship Management
Education
Purdue University 1999 — 2003
Bachelor, Ag Economics
PNC February 2012 - Present
Darin Hadley Farms January 2005 - Present
Wells Fargo Insurance Services December 2010 - February 2012
Wells Fargo Bank January 2007 - February 2012
Wells Fargo Bank June 2003 - January 2007
Skills
Listening to customers, Commercial Banking, Profitable Growth, Risk Management, Direct Sales, Negotiation, Problem Solving, Business Relationship..., SBA, Commercial Leasing, Financial Analysis, Management, Loans, Portfolio Management, Banking, Insurance, Cash Flow Lending, Finance, Commercial Lending, Credit, Merchant Services, Contract Negotiation, Sales Management, Investments, Strategic Planning, Leadership, Relationship Management
Education
Purdue University 1999 — 2003
Bachelor, Ag Economics
Barbara H Davis's Wells Fargo Insurance Services Experience March 2004 - January 2009
Job Corporate Risk Manager
Industry Insurance
Experience
LUKOIL Overseas Offshore Projects Inc. March 2015 - Present
The Natl Alliance for Insurance a Research & Education January 2011 - Present
BHD Consulting, LLC January 2009 - Present
UniversalPegasus International March 2013 - September 2014
Transocean November 2011 - March 2013
Wells Fargo Insurance Services March 2004 - January 2009
Skills
Risk Management, Insurance, Team Building, Strategic Planning, Customer Service, Financial Risk, Sales, Microsoft Office, Financial Analysis, Contract Negotiation, Loans, Residential Homes, Underwriting, Investment Properties, Negotiation, Property & Casualty..., Account Management, Commercial Lending, Sales Management
Education
San Antonio College 1969 — 1971
Assoc, English
LUKOIL Overseas Offshore Projects Inc. March 2015 - Present
The Natl Alliance for Insurance a Research & Education January 2011 - Present
BHD Consulting, LLC January 2009 - Present
UniversalPegasus International March 2013 - September 2014
Transocean November 2011 - March 2013
Wells Fargo Insurance Services March 2004 - January 2009
Skills
Risk Management, Insurance, Team Building, Strategic Planning, Customer Service, Financial Risk, Sales, Microsoft Office, Financial Analysis, Contract Negotiation, Loans, Residential Homes, Underwriting, Investment Properties, Negotiation, Property & Casualty..., Account Management, Commercial Lending, Sales Management
Education
San Antonio College 1969 — 1971
Assoc, English
Samantha Fonti's Wells Fargo Insurance Services Experience November 2014 - Present
Job Commercial Insurance Account Assistant
Industry Wholesale
Experience
Wells Fargo Insurance Services November 2014 - Present
The Tip Tap Room January 2014 - November 2014
Sunrise Management February 2012 - January 2014
Millers Field Pacific Beach August 2010 - January 2014
Playa Grill & Margarita Bar March 2010 - August 2010
Kellys Public House August 2008 - December 2009
TGI Fridays June 2007 - August 2009
Skills
Customer Service, Social Media, Facebook, Marketing, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Microsoft Office, Outlook, Marketing Strategy, Leadership, Social Media Marketing, Social Networking, Business Development, Market Research, Management, Event Management, Real Estate, Account Management, Customer Satisfaction, Public Speaking, Time Management, Training, Budgets
Education
San Diego State University-California State University 2006 — 2011
Bachelors of Science, Business Administration
Granite Bay High School 2002 — 2006
Wells Fargo Insurance Services November 2014 - Present
The Tip Tap Room January 2014 - November 2014
Sunrise Management February 2012 - January 2014
Millers Field Pacific Beach August 2010 - January 2014
Playa Grill & Margarita Bar March 2010 - August 2010
Kellys Public House August 2008 - December 2009
TGI Fridays June 2007 - August 2009
Skills
Customer Service, Social Media, Facebook, Marketing, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Microsoft Office, Outlook, Marketing Strategy, Leadership, Social Media Marketing, Social Networking, Business Development, Market Research, Management, Event Management, Real Estate, Account Management, Customer Satisfaction, Public Speaking, Time Management, Training, Budgets
Education
San Diego State University-California State University 2006 — 2011
Bachelors of Science, Business Administration
Granite Bay High School 2002 — 2006
Katelyn Tucker's Wells Fargo Insurance Services Experience June 2013 - May 2014
Job AVP Account Executive and Wellness Director at Eastern Benefits Group
Industry Financial Services
Experience
Eastern Benefits Group February 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services June 2013 - May 2014
The Pinnacle Group August 2011 - June 2013
Baystate Financial Services 2009 - August 2011
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Marketing, Customer Service, Wellness, Microsoft Office, Health Care Reform, Health Savings Accounts, HRA, Benefits Administration, Dental Insurance, COBRA
Education
Roger Williams University 2005 — 2009
B.A., Communications, Political Science
Eastern Benefits Group February 2015 - Present
USI Insurance Services May 2014 - January 2015
Wells Fargo Insurance Services June 2013 - May 2014
The Pinnacle Group August 2011 - June 2013
Baystate Financial Services 2009 - August 2011
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Marketing, Customer Service, Wellness, Microsoft Office, Health Care Reform, Health Savings Accounts, HRA, Benefits Administration, Dental Insurance, COBRA
Education
Roger Williams University 2005 — 2009
B.A., Communications, Political Science
Angel Mautner's Wells Fargo Insurance Services Experience October 2007 - August 2008
Job Client Advocate at ClaimAssist
Industry Hospital & Health Care
Experience
ClaimAssist October 2008 - Present
Wells Fargo Insurance Services October 2007 - August 2008
Wells Fargo Insurance Services August 2005 - October 2007
Dresser-Rand May 2001 - July 2002
United States Air Force January 1997 - May 2001
Education
Sacramento City College 2007 — 2008
N/A, Communications
University of Phoenix
Foundations of Business
ClaimAssist October 2008 - Present
Wells Fargo Insurance Services October 2007 - August 2008
Wells Fargo Insurance Services August 2005 - October 2007
Dresser-Rand May 2001 - July 2002
United States Air Force January 1997 - May 2001
Education
Sacramento City College 2007 — 2008
N/A, Communications
University of Phoenix
Foundations of Business
Norah Jacobo's Wells Fargo Insurance Services Experience May 2013 - Present
Job Senior Account Manager at Poms & Associates Insurance Brokers Inc
Industry Insurance
Experience
Wells Fargo Insurance Services May 2013 - Present
Poms & Associates 2012 - May 2013
Venbrook Insurance Services October 2009 - July 2012
Bolton & Company January 2009 - October 2009
BB&T 2000 - 2008
Knight Insurance Agency 2000 - 2008
Liberty Agencies 1987 - 1990
Allianz 1978 - 1982
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Legal Liability, Brokers, Workers Compensation, Casualty, Liability, Underwriting, Insurance, General Insurance, Employment Practices..., Inland Marine
Education
The National Alliance of Insurance Education and Research 2008 — 2012
CIC
Rio Hondo College 1974 — 1976
AA, Business Administration
Wells Fargo Insurance Services May 2013 - Present
Poms & Associates 2012 - May 2013
Venbrook Insurance Services October 2009 - July 2012
Bolton & Company January 2009 - October 2009
BB&T 2000 - 2008
Knight Insurance Agency 2000 - 2008
Liberty Agencies 1987 - 1990
Allianz 1978 - 1982
Skills
Commercial Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Legal Liability, Brokers, Workers Compensation, Casualty, Liability, Underwriting, Insurance, General Insurance, Employment Practices..., Inland Marine
Education
The National Alliance of Insurance Education and Research 2008 — 2012
CIC
Rio Hondo College 1974 — 1976
AA, Business Administration
Christine Vasicek's Wells Fargo Insurance Services Experience November 2010 - Present
Job Business App Specialist Wells Fargo Insurance Services
Industry Information Technology and Services
Experience
Wells Fargo Insurance Services November 2010 - Present
HP Enterprise Services (formerly EDS) 1995 - 2009
Education
Saginaw Valley State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Wells Fargo Insurance Services November 2010 - Present
HP Enterprise Services (formerly EDS) 1995 - 2009
Education
Saginaw Valley State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Karen Scholes's Wells Fargo Insurance Services Experience March 2007 - Present
Job Account Executive at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services March 2007 - Present
Beecher Carlson November 1997 - March 2007
Willis April 2000 - September 2005
Skills
Marketing, Employee Benefits, Insurance, Fundraising, Property & Casualty..., Health Insurance, Brokers, Underwriting, Disability Insurance, Life Insurance, Managed Care, Strategic Planning, Leadership, Workers Compensation, Commercial Insurance, Health Savings Accounts
Education
Portland State University - School of Business 1980 — 1983
BA, Finance Law
Wells Fargo Insurance Services March 2007 - Present
Beecher Carlson November 1997 - March 2007
Willis April 2000 - September 2005
Skills
Marketing, Employee Benefits, Insurance, Fundraising, Property & Casualty..., Health Insurance, Brokers, Underwriting, Disability Insurance, Life Insurance, Managed Care, Strategic Planning, Leadership, Workers Compensation, Commercial Insurance, Health Savings Accounts
Education
Portland State University - School of Business 1980 — 1983
BA, Finance Law
Linda H. Friedlin's Wells Fargo Insurance Services Experience 1994 - 1996
Job Insurance and Risk Management Consultant; Business Sales and Leadership Training
Industry Insurance
Experience
Calif Financial Ins Services 2004 - Present
California Financial Insurance Services April 2004 - April 2013
Wells Fargo Insurance Services 1994 - 1996
Skills
Property & Casualty..., Insurance, Customer Service, Employee Benefits, General Insurance, Team Building, Liability, Legal Liability, Commercial Insurance, Umbrella Insurance, New Business Development, Professional Liability, Casualty, Workers Compensation, Small Business, Underwriting, Health Insurance, Disability Insurance, Brokers, Term Life Insurance, Sales, Commercial Lines, Start-ups, Management, Long-term Care, Life Insurance, Casualty Insurance, Leadership, Strategic Planning, Marketing, Sales Management, Business Development, Account Management
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
San Francisco State University, College of Business
BS Bus Administration, Marketing, Advertising PR, Psych(Minor) and Training Courses
West Portal Lutheran
Calif Financial Ins Services 2004 - Present
California Financial Insurance Services April 2004 - April 2013
Wells Fargo Insurance Services 1994 - 1996
Skills
Property & Casualty..., Insurance, Customer Service, Employee Benefits, General Insurance, Team Building, Liability, Legal Liability, Commercial Insurance, Umbrella Insurance, New Business Development, Professional Liability, Casualty, Workers Compensation, Small Business, Underwriting, Health Insurance, Disability Insurance, Brokers, Term Life Insurance, Sales, Commercial Lines, Start-ups, Management, Long-term Care, Life Insurance, Casualty Insurance, Leadership, Strategic Planning, Marketing, Sales Management, Business Development, Account Management
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
San Francisco State University, College of Business
BS Bus Administration, Marketing, Advertising PR, Psych(Minor) and Training Courses
West Portal Lutheran
Michelle L. Cantor's Wells Fargo Insurance Services Experience January 2001 - January 2009
Job Personal and Executive Assistant, Ellen Balaguer, LLC.
Industry Internet
Experience
Ellen Balaguer, LLC September 2013 - Present
American Lung Association in California August 2012 - May 2013
American Lung Association in Cali June 2011 - August 2012
Wells Fargo Insurance Services January 2001 - January 2009
Wells Fargo Insurance Services 2008 - 2009
Wells Fargo Insurance Services January 2004 - January 2008
Wells Fargo Insurance Services 2004 - 2008
Loan Adjustment Group January 2001 - January 2004
Wells Fargo Bank 2001 - 2004
Skills
Microsoft Excel, PowerPoint, Administrative..., Time Management, Vendor Management, Risk Management, Sales, Customer Service, Relationship Management, Marketing, Project Management, Account Management, Business Analysis, Budgets, Fundraising, Visio, Program Management, Business Development, Financial Analysis, Strategic Planning, Access, Event Management, Management
Education
San Francisco State University 1985 — 1988
BA, Creative Writing
San Francisco State University 1985 — 1988
B.A, Creative Writing
Campolindo High School 1979 — 1983
General Education
Ellen Balaguer, LLC September 2013 - Present
American Lung Association in California August 2012 - May 2013
American Lung Association in Cali June 2011 - August 2012
Wells Fargo Insurance Services January 2001 - January 2009
Wells Fargo Insurance Services 2008 - 2009
Wells Fargo Insurance Services January 2004 - January 2008
Wells Fargo Insurance Services 2004 - 2008
Loan Adjustment Group January 2001 - January 2004
Wells Fargo Bank 2001 - 2004
Skills
Microsoft Excel, PowerPoint, Administrative..., Time Management, Vendor Management, Risk Management, Sales, Customer Service, Relationship Management, Marketing, Project Management, Account Management, Business Analysis, Budgets, Fundraising, Visio, Program Management, Business Development, Financial Analysis, Strategic Planning, Access, Event Management, Management
Education
San Francisco State University 1985 — 1988
BA, Creative Writing
San Francisco State University 1985 — 1988
B.A, Creative Writing
Campolindo High School 1979 — 1983
General Education
Kimberly Naas's Wells Fargo Insurance Services Experience Account ManagerWellPoint2010 - 2011
Job Employee Benefits at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services Account ManagerWellPoint2010 - 2011
Willis September 2003 - January 2010
Lockton Companies 2000 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
Skills
Employee Benefits, Employee Relations, Benefits Administration, Human Resources, Insurance, Health Insurance, Brokers, Risk Management, Underwriting, Medicare, Disability Insurance, Property & Casualty..., Strategy, Contract Negotiation, Account Management, Sales, Life Insurance
Education
University of Colorado Boulder
Bachelor of Science, Mathematics
Red Rocks Community College
Associate's Degree, Mathematics
Wells Fargo Insurance Services Account ManagerWellPoint2010 - 2011
Willis September 2003 - January 2010
Lockton Companies 2000 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
MCI 1993 - 2003
Skills
Employee Benefits, Employee Relations, Benefits Administration, Human Resources, Insurance, Health Insurance, Brokers, Risk Management, Underwriting, Medicare, Disability Insurance, Property & Casualty..., Strategy, Contract Negotiation, Account Management, Sales, Life Insurance
Education
University of Colorado Boulder
Bachelor of Science, Mathematics
Red Rocks Community College
Associate's Degree, Mathematics
cathy pinney's Wells Fargo Insurance Services Experience September 2001 - Present
Job Assistant VicePresident/Surety Services at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2001 - Present
Jaffe Bonds and Insurance Services July 1996 - August 2001
Firemans Fund Insurance Company January 1994 - July 1996
Skills
Banking, Credit, Loans, Consumer Lending, Mortgage Lending, Series 7, Risk Management, Cross Selling, Commercial Banking, Small Business Lending, Credit Analysis, Mutual Funds, Portfolio Management, Relationship Management, Call Center, Financial Services, Commercial Lending, Wealth Management, Property & Casualty..., Underwriting, Insurance, Professional Liability
Education
St. Mary's College of California 1985 — 1989
Bachelor of Arts (B.A.), Liberal Arts-Integral Major
Center for Medieval and Renaissance Studies, Oxford England 1987 — 1988
Wells Fargo Insurance Services September 2001 - Present
Jaffe Bonds and Insurance Services July 1996 - August 2001
Firemans Fund Insurance Company January 1994 - July 1996
Skills
Banking, Credit, Loans, Consumer Lending, Mortgage Lending, Series 7, Risk Management, Cross Selling, Commercial Banking, Small Business Lending, Credit Analysis, Mutual Funds, Portfolio Management, Relationship Management, Call Center, Financial Services, Commercial Lending, Wealth Management, Property & Casualty..., Underwriting, Insurance, Professional Liability
Education
St. Mary's College of California 1985 — 1989
Bachelor of Arts (B.A.), Liberal Arts-Integral Major
Center for Medieval and Renaissance Studies, Oxford England 1987 — 1988
Victor Grady's Wells Fargo Insurance Services Experience July 2010 - Present
Job Accounting Professional
Industry
Experience
Wells Fargo Insurance Services July 2010 - Present
Harris Investment Management (subsidiary of Harris Bank) June 2006 - February 2010
Harris Bank May 1998 - June 2006
Education
Roosevelt University
Master of Science, Accounting
Robert Morris University - Illinois
Bachelor of Business Administration, Accounting
Wells Fargo Insurance Services July 2010 - Present
Harris Investment Management (subsidiary of Harris Bank) June 2006 - February 2010
Harris Bank May 1998 - June 2006
Education
Roosevelt University
Master of Science, Accounting
Robert Morris University - Illinois
Bachelor of Business Administration, Accounting
Tony LaCoursiere's Wells Fargo Insurance Services Experience January 2011 - Present
Job Insurance Agent at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2011 - Present
Klein & Fleming Insurance Services August 2010 - January 2011
Rural Mutual Insurance April 2006 - September 2010
Fry's Food and Drug September 2001 - July 2006
Albertsons February 1996 - November 2001
Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Fixed Annuities, Disability Insurance, Legal Liability, General Insurance, Brokers, Casualty, Health Insurance, Liability, Term Life Insurance, Homeowners, Umbrella Insurance, Commercial Lines, Employment Practices..., Professional Liability, Life Insurance, Inland Marine, Claim, Workers Compensation
Education
Chippewa Valley Tech 2006 — 2006
Insurance
Arizona School of Business & Real Estate 2002 — 2003
Realtor
University of Arizona 1983 — 1988
General Studies
Pima Community College 1983 — 1985
General Studies
Wells Fargo Insurance Services January 2011 - Present
Klein & Fleming Insurance Services August 2010 - January 2011
Rural Mutual Insurance April 2006 - September 2010
Fry's Food and Drug September 2001 - July 2006
Albertsons February 1996 - November 2001
Skills
Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Fixed Annuities, Disability Insurance, Legal Liability, General Insurance, Brokers, Casualty, Health Insurance, Liability, Term Life Insurance, Homeowners, Umbrella Insurance, Commercial Lines, Employment Practices..., Professional Liability, Life Insurance, Inland Marine, Claim, Workers Compensation
Education
Chippewa Valley Tech 2006 — 2006
Insurance
Arizona School of Business & Real Estate 2002 — 2003
Realtor
University of Arizona 1983 — 1988
General Studies
Pima Community College 1983 — 1985
General Studies
Dawn Leach's Wells Fargo Insurance Services Experience November 2006 - June 2013
Job Marketing Manager, Practice Areas at Arthur J. Gallagher & Co.
Industry Marketing and Advertising
Experience
Arthur J. Gallagher & Co. July 2013 - Present
Wells Fargo Insurance Services November 2006 - June 2013
DawnZ Marketing Communications February 2004 - November 2006
American Veterinary Medical Association April 2002 - February 2004
CNA Insurance April 2001 - December 2001
Smith, Bucklin & Associates May 1999 - April 2001
Gibbs & Soell, Inc. Public Relations February 1997 - May 1999
Marycrest International University September 1993 - September 1996
Skills
Marketing Strategy, Corporate Marketing..., Lead Generation, C-level Relations, Budget Management, Project Management, Corporate Branding, Brand Awareness, Brand Management, Integrated Marketing..., Marketing Communications, Event Marketing, Event Planning, Promotions, Vendor Selection and..., Collateral Management, Campaign Management, E-mail Marketing, Public Relations, Media Relations, Online Advertising, Customer Retention, Membership Marketing, Business to Business..., Feature Writing, Speech Writing, Team Leadership, Web Content, Non-profit Marketing, Consensus Building, Timely Decision Making, Revenue Generation and..., Corporate Leadership, Business and Client..., Talent Development, Creative Initatives, Communications..., Collaborative Problem..., Goal Setting, World-Class Customer..., Performance Management, Integrated Marketing, Leadership, Newsletters, Marketing, Budgets, Email Marketing
Education
Roosevelt University
Master of Science, Integrated Marketing Communications, 3.9
Marycrest International University
Bachelor of Arts, Communications and Public Relations
Arthur J. Gallagher & Co. July 2013 - Present
Wells Fargo Insurance Services November 2006 - June 2013
DawnZ Marketing Communications February 2004 - November 2006
American Veterinary Medical Association April 2002 - February 2004
CNA Insurance April 2001 - December 2001
Smith, Bucklin & Associates May 1999 - April 2001
Gibbs & Soell, Inc. Public Relations February 1997 - May 1999
Marycrest International University September 1993 - September 1996
Skills
Marketing Strategy, Corporate Marketing..., Lead Generation, C-level Relations, Budget Management, Project Management, Corporate Branding, Brand Awareness, Brand Management, Integrated Marketing..., Marketing Communications, Event Marketing, Event Planning, Promotions, Vendor Selection and..., Collateral Management, Campaign Management, E-mail Marketing, Public Relations, Media Relations, Online Advertising, Customer Retention, Membership Marketing, Business to Business..., Feature Writing, Speech Writing, Team Leadership, Web Content, Non-profit Marketing, Consensus Building, Timely Decision Making, Revenue Generation and..., Corporate Leadership, Business and Client..., Talent Development, Creative Initatives, Communications..., Collaborative Problem..., Goal Setting, World-Class Customer..., Performance Management, Integrated Marketing, Leadership, Newsletters, Marketing, Budgets, Email Marketing
Education
Roosevelt University
Master of Science, Integrated Marketing Communications, 3.9
Marycrest International University
Bachelor of Arts, Communications and Public Relations
Jim Peasley's Wells Fargo Insurance Services Experience September 2007 - November 2012
Job First Vice President at Alliant Insurance Services Workers' Compensation and Risk Management Expert
Industry Insurance
Experience
Alliant Insurance Services November 2012 - Present
Wells Fargo Insurance Services September 2007 - November 2012
Hobbs Group (HRH) May 1998 - September 2007
Lumbermen's Underwriting Alliance April 1993 - May 1998
Skills
Property & Casualty..., Insurance, Workers Compensation, Underwriting, Risk Management, Alternative Risk, Account Management, Brokers, Casualty, Commercial Insurance, Enterprise Risk..., Financial Risk, Leadership, Liability, Strategic Planning, Claim
Education
San Jose State University 1990 — 1991
Bachelor of Science (B.S.), Economics
San Diego State University-California State University 1986 — 1990
Alliant Insurance Services November 2012 - Present
Wells Fargo Insurance Services September 2007 - November 2012
Hobbs Group (HRH) May 1998 - September 2007
Lumbermen's Underwriting Alliance April 1993 - May 1998
Skills
Property & Casualty..., Insurance, Workers Compensation, Underwriting, Risk Management, Alternative Risk, Account Management, Brokers, Casualty, Commercial Insurance, Enterprise Risk..., Financial Risk, Leadership, Liability, Strategic Planning, Claim
Education
San Jose State University 1990 — 1991
Bachelor of Science (B.S.), Economics
San Diego State University-California State University 1986 — 1990
Beth Curran's Wells Fargo Insurance Services Experience March 2011 - August 2014
Job Assisting employers with employee benefits and Affordable Care Act (ACA). Account Executive with HUB International.
Industry Insurance
Experience
HUB International September 2014 - Present
Wells Fargo Insurance Services March 2011 - August 2014
Seminole County Public Schools October 1998 - August 2010
United Healthcare of Florida April 1996 - October 1998
CIGNA Healthcare January 1985 - March 1996
Skills
Insurance, Employee Benefits, Benefits, Disability Insurance, Health Insurance, Retirement, Life Insurance, Brokers, Long-term Care, Dentistry, Underwriting, Health Savings Accounts, Customer Service, Account Management
Education
Rollins College 1991 — 1994
BA, Organization Behavior
HUB International September 2014 - Present
Wells Fargo Insurance Services March 2011 - August 2014
Seminole County Public Schools October 1998 - August 2010
United Healthcare of Florida April 1996 - October 1998
CIGNA Healthcare January 1985 - March 1996
Skills
Insurance, Employee Benefits, Benefits, Disability Insurance, Health Insurance, Retirement, Life Insurance, Brokers, Long-term Care, Dentistry, Underwriting, Health Savings Accounts, Customer Service, Account Management
Education
Rollins College 1991 — 1994
BA, Organization Behavior
Robert Rittenhouse Jr.'s Wells Fargo Insurance Services Experience January 1990 - Present
Job Vice President Central Coast Division at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 1990 - Present
Skills
Workers Compensation, Insurance, Property & Casualty..., Liability, Professional Liability, Commercial Insurance, General Liability, Brokers, D&O, Coaching, Underwriting, Casualty, Legal Liability, Employment Practices..., Umbrella Insurance, Commercial Lines, Casualty Insurance, Customer Service
Education
San Jose State University 1968 — 1971
Risk Management and Insurance, Insurance/Business/English
Wells Fargo Insurance Services January 1990 - Present
Skills
Workers Compensation, Insurance, Property & Casualty..., Liability, Professional Liability, Commercial Insurance, General Liability, Brokers, D&O, Coaching, Underwriting, Casualty, Legal Liability, Employment Practices..., Umbrella Insurance, Commercial Lines, Casualty Insurance, Customer Service
Education
San Jose State University 1968 — 1971
Risk Management and Insurance, Insurance/Business/English
Jan Ugi's Wells Fargo Insurance Services Experience March 2013 - March 2014
Job Account Executive Commercial Insurance
Industry Insurance
Experience
Wells Fargo Insurance Services March 2013 - March 2014
RIS Insurance Services, Inc. August 2001 - March 2013
Marsh September 1992 - June 1998
Skills
Insurance, Property & Casualty..., Commercial Insurance, Brokers, Underwriting, General Insurance, Liability, Professional Liability, Casualty Insurance, Legal Liability
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business / Finance
Wells Fargo Insurance Services March 2013 - March 2014
RIS Insurance Services, Inc. August 2001 - March 2013
Marsh September 1992 - June 1998
Skills
Insurance, Property & Casualty..., Commercial Insurance, Brokers, Underwriting, General Insurance, Liability, Professional Liability, Casualty Insurance, Legal Liability
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business / Finance
LeNorman Anita's Wells Fargo Insurance Services Experience January 2015 - Present
Job Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2015 - Present
Skills
D&O, Commercial Insurance, Professional Liability, Property & Casualty..., Casualty, General Insurance, Insurance, Health Insurance, Underwriting, Workers Compensation, Employee Benefits, Claim, Account Management, New Business Development, Sales Process, Sales Management, Casualty Insurance
Education
Sam Houston State University 1987 — 1989
University of Houston
Wells Fargo Insurance Services January 2015 - Present
Skills
D&O, Commercial Insurance, Professional Liability, Property & Casualty..., Casualty, General Insurance, Insurance, Health Insurance, Underwriting, Workers Compensation, Employee Benefits, Claim, Account Management, New Business Development, Sales Process, Sales Management, Casualty Insurance
Education
Sam Houston State University 1987 — 1989
University of Houston
Robert Papp's Wells Fargo Insurance Services Experience 2001 - January 2014
Job Sales at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services 2001 - January 2014
AON Insurance Services 1980 - 2001
Skills
Relationship Management, Sales Management, Account Management, Management, Insurance Sales, Risk...
Education
Saint Joseph's University 1969 — 1972
Master of Arts (M.A.)
Shippensburg University of Pennsylvania 1959 — 1963
Bachelor of Science (BS), History/Social Science
Wells Fargo Insurance Services 2001 - January 2014
AON Insurance Services 1980 - 2001
Skills
Relationship Management, Sales Management, Account Management, Management, Insurance Sales, Risk...
Education
Saint Joseph's University 1969 — 1972
Master of Arts (M.A.)
Shippensburg University of Pennsylvania 1959 — 1963
Bachelor of Science (BS), History/Social Science
Shandi Hunter's Wells Fargo Insurance Services Experience October 2004 - March 2008
Job Licensed Insurance Representative at Allstate Insurance Agency
Industry Insurance
Experience
Allstate Insurance Agency July 2008 - Present
Wells Fargo Insurance Services October 2004 - March 2008
Rutherford and Associates Insurance March 2000 - October 2004
Skills
Typing, Sales Support, Phone Etiquette
Education
Samford University 1993 — 1996
Bachelor of Science, Environmental GIS
Allstate Insurance Agency July 2008 - Present
Wells Fargo Insurance Services October 2004 - March 2008
Rutherford and Associates Insurance March 2000 - October 2004
Skills
Typing, Sales Support, Phone Etiquette
Education
Samford University 1993 — 1996
Bachelor of Science, Environmental GIS
Joyce Whisenhunt's Wells Fargo Insurance Services Experience January 2013 - Present
Job
Industry
Experience
Wells Fargo Insurance Services January 2013 - Present
Robert Half Finance & Accounting 2011 - 2012
Education
Regis University 2000 — 2003
Bachelor's degree, Accounting, 3.25
Wells Fargo Insurance Services January 2013 - Present
Robert Half Finance & Accounting 2011 - 2012
Education
Regis University 2000 — 2003
Bachelor's degree, Accounting, 3.25
Brett Rodarte's Wells Fargo Insurance Services Experience January 2003 - December 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
ASUREA January 2010 - Present
Wells Fargo Insurance Services January 2003 - December 2010
Education
Portland State University 1985 — 1988
Bachelor of Science, Marketing
ASUREA January 2010 - Present
Wells Fargo Insurance Services January 2003 - December 2010
Education
Portland State University 1985 — 1988
Bachelor of Science, Marketing
Tony Grieco's Wells Fargo Insurance Services Experience Senior VPWells Fargo Insurance ServicesJuly 1986 - Present
Job Senior VP at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services Senior VPWells Fargo Insurance ServicesJuly 1986 - Present
Skills
Customer Service, Management, Sales, Microsoft Office, Leadership, Risk Management, Process Improvement, Marketing, Business Analysis, Microsoft Word
Education
Saint Joseph's University 1982 — 1986
Bachelor's Degree, Business/Commerce, General
Wells Fargo Insurance Services Senior VPWells Fargo Insurance ServicesJuly 1986 - Present
Skills
Customer Service, Management, Sales, Microsoft Office, Leadership, Risk Management, Process Improvement, Marketing, Business Analysis, Microsoft Word
Education
Saint Joseph's University 1982 — 1986
Bachelor's Degree, Business/Commerce, General
Chad Edwards, SPHR's Wells Fargo Insurance Services Experience December 2006 - July 2007
Job Director of HR Comcast
Industry Human Resources
Experience
Comcast February 2015 - Present
Cablevision April 2014 - February 2015
Seminole Casino - Coconut Creek April 2013 - January 2014
Seminole Casino - Immokalee March 2012 - March 2013
Seminole Hard Rock Hotel & Casino July 2007 - March 2012
Wells Fargo Insurance Services December 2006 - July 2007
Seminole Hard Rock Hotel & Casino April 2003 - December 2006
Seminole Casino January 2000 - April 2003
Seminole Casino May 1996 - January 2000
Skills
Employee Relations, Human Resources, Benefits Administration, New Hire Orientations, Performance Management, Training, Onboarding, Recruiting, Organizational..., Hiring, Strategy, HRIS, Talent Management, Employee Engagement, Deferred Compensation, Labor Relations, Project Management, College Recruiting, Strategic Planning, Succession Planning, Team Building, Management, Recruitment/Retention, Leadership, Leadership Development, Pre-opening
Education
Gonzaga University 2007 — 2009
Master's, Organizational Leadership
Purdue University 1991 — 1996
Bachelor's Degree, Aviation Management
Comcast February 2015 - Present
Cablevision April 2014 - February 2015
Seminole Casino - Coconut Creek April 2013 - January 2014
Seminole Casino - Immokalee March 2012 - March 2013
Seminole Hard Rock Hotel & Casino July 2007 - March 2012
Wells Fargo Insurance Services December 2006 - July 2007
Seminole Hard Rock Hotel & Casino April 2003 - December 2006
Seminole Casino January 2000 - April 2003
Seminole Casino May 1996 - January 2000
Skills
Employee Relations, Human Resources, Benefits Administration, New Hire Orientations, Performance Management, Training, Onboarding, Recruiting, Organizational..., Hiring, Strategy, HRIS, Talent Management, Employee Engagement, Deferred Compensation, Labor Relations, Project Management, College Recruiting, Strategic Planning, Succession Planning, Team Building, Management, Recruitment/Retention, Leadership, Leadership Development, Pre-opening
Education
Gonzaga University 2007 — 2009
Master's, Organizational Leadership
Purdue University 1991 — 1996
Bachelor's Degree, Aviation Management
Jean Luckey's Wells Fargo Insurance Services Experience June 2004 - Present
Job Sr. Sales Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2004 - Present
Wells Fargo Insurance Services July 1990 - Present
Prudential Federal Savings & Loan July 1976 - July 1984
Faulkner Real Estate and Insuance January 1969 - September 1973
Skills
Insurance, Property & Casualty..., Underwriting, Health Insurance, Commercial Insurance, Umbrella Insurance, Casualty, Claim, Legal Liability, Liability, Professional Liability, General Insurance, Employee Benefits, Disability Insurance, Risk Management, Brokers, Life Insurance, Term Life Insurance, Fixed Annuities, Commercial Lines, Employment Practices..., D&O, Inland Marine
Education
Prince George's Community College
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services June 2004 - Present
Wells Fargo Insurance Services July 1990 - Present
Prudential Federal Savings & Loan July 1976 - July 1984
Faulkner Real Estate and Insuance January 1969 - September 1973
Skills
Insurance, Property & Casualty..., Underwriting, Health Insurance, Commercial Insurance, Umbrella Insurance, Casualty, Claim, Legal Liability, Liability, Professional Liability, General Insurance, Employee Benefits, Disability Insurance, Risk Management, Brokers, Life Insurance, Term Life Insurance, Fixed Annuities, Commercial Lines, Employment Practices..., D&O, Inland Marine
Education
Prince George's Community College
Denise Hart's Wells Fargo Insurance Services Experience November 2003 - February 2012
Job Employee Benefits Professional
Industry Insurance
Experience
MHBT, Inc. February 2012 - October 2012
Wells Fargo Insurance Services November 2003 - February 2012
Marsh & McLennan August 1997 - November 2003
Skills
Microsoft Excel, Microsoft Publisher, Microsoft Word, PowerPoint, BrokerageBuilder-Zywave, BenefitPoint, Health Insurance, Insurance, Brokers, Health Savings Accounts, Disability Insurance, Life Insurance, Employee Benefits, General Insurance, Term Life Insurance, COBRA, Reinsurance, Self-funded, Financial Reporting, Voluntary Employee..., Group Insurance, Benefits Administration, Managed Care, Underwriting
Education
Sam Houston State University
Bachelor of Business Administration
Lake Jackson Community College
MHBT, Inc. February 2012 - October 2012
Wells Fargo Insurance Services November 2003 - February 2012
Marsh & McLennan August 1997 - November 2003
Skills
Microsoft Excel, Microsoft Publisher, Microsoft Word, PowerPoint, BrokerageBuilder-Zywave, BenefitPoint, Health Insurance, Insurance, Brokers, Health Savings Accounts, Disability Insurance, Life Insurance, Employee Benefits, General Insurance, Term Life Insurance, COBRA, Reinsurance, Self-funded, Financial Reporting, Voluntary Employee..., Group Insurance, Benefits Administration, Managed Care, Underwriting
Education
Sam Houston State University
Bachelor of Business Administration
Lake Jackson Community College
Anita Sutherland's Wells Fargo Insurance Services Experience February 2010 - July 2013
Job Senior Payroll Specialist at CHS Inc
Industry Farming
Experience
CHS Inc July 2013 - Present
Wells Fargo Insurance Services February 2010 - July 2013
Wastequip September 1996 - September 2008
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Word, Process Improvement, Accounting, Accounts Receivable, Access, Payroll, Human Resources, Accounts Payable, Employee Benefits, Time Management, Microsoft Office, Bookkeeping, Inventory Management, Benefits Administration, Data Entry, Account Reconciliation, QuickBooks
Education
Rasmussen College 1994 — 1996
Managerial accounting
CHS Inc July 2013 - Present
Wells Fargo Insurance Services February 2010 - July 2013
Wastequip September 1996 - September 2008
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Word, Process Improvement, Accounting, Accounts Receivable, Access, Payroll, Human Resources, Accounts Payable, Employee Benefits, Time Management, Microsoft Office, Bookkeeping, Inventory Management, Benefits Administration, Data Entry, Account Reconciliation, QuickBooks
Education
Rasmussen College 1994 — 1996
Managerial accounting