Wells Fargo Insurance Services USA, Inc.
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124 Wells Fargo Insurance Services USA, Inc. employees in database. Find out everything there's to know about Wells Fargo Insurance Services USA, Inc. 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 USA, Inc. Employees
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services USA, Inc. June 2000 - May 2014
General Accident Insurance September 1997 - June 2000
American States Insurance November 1989 - September 1997
Central Mutual Insurance June 1982 - November 1989
Skills
Property & Casualty..., Professional Liability, General Liability, Workers Compensation, Insurance, Risk Management, Contractual Risk..., Claim, Claims Management, Commercial Insurance, Employment Practices..., Liability, Underwriting, Legal Liability, Life Insurance, Casualty Insurance
Education
Bowling Green State University 1978 — 1982
Bachelor's degree, Business Administration, Management and Operations
United Benefit Advisors (UBA) June 2013 - Present
Wells Fargo Insurance Services USA Inc. June 2007 - May 2013
Wells Fargo Insurance Services November 2001 - June 2007
The NutraSweet Company May 2000 - September 2001
Monsanto July 1998 - May 2000
Solo Cup Company April 1996 - June 1998
Suby, Von Haden Associates LLC March 1995 - March 1996
ABS Global, Inc. August 1982 - November 1994
Skills
Internal Communications, Marketing Communications, Marketing, Editing, Outlook, Administrative..., Event Planning, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Strategy, Time Management, Microsoft Office, Spanish, SharePoint, Teamwork, Training, Newsletters, Customer Service
Education
Edgewood College 1994 — 1999
MBA, Business
Marquette University 1976 — 1980
B.A., Spanish
Catholic Health Initiatives January 2015 - Present
CHRISTOPHER BANKS/CJ BANKS December 2011 - Present
Anthem January 2012 - August 2014
Farmers Insurance May 2011 - November 2011
Cornerstone Broker Insurance Services Agency November 2010 - February 2011
Wells Fargo Insurance Services USA, Inc. January 2007 - November 2010
Northern Kentucky University August 2002 - December 2008
TENTE CASTERS, INC December 2001 - August 2006
HPO STAFFING/ALLIED TRAVEL DIVISION September 2000 - August 2001
CHIQUITA BRANDS INTERNATIONAL May 1998 - July 2000
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Benefits Administration, Customer Service, Life Insurance, Account Management, Sales Management, Public Speaking, Sales, Strategic Planning, Leadership, Human Resources, Healthcare, Selling, Business Development, Negotiation, Management, New Business Development, Time Management, Marketing, Interviews
Education
Thomas More College 1999 — 2001
Masters, Business Administration
Northern Kentucky University 1992 — 1998
Bachelor of Arts, Speech Communication
Wells Fargo Insurance Services June 2013 - Present
Wells Fargo Insurance Services USA, Inc. January 2008 - January 2013
Wells Fargo Insurance Services, Inc. September 1997 - January 2013
ABD Insurance and Financial Services September 1997 - December 2008
Willis September 1986 - September 1997
Skills
Project Management, Mergers, Continuing Education, Insurance, Sales, Underwriting, Risk Management, Employee Benefits, Workers Compensation, Property & Casualty..., Health Insurance, Commercial Insurance, General Insurance, Strategic Planning, Coaching, Customer Service, Team Building, Leadership Development, Brokers, Organizational..., Learning and Development, Operations Management, Instructional Design, Training Facilitation, Quality Control, Curriculum Design, Curriculum Development, Organizational..., Communication Skills, Strategy Implementation, Process Improvement, Microsoft Technologies, Training, Mentoring, Workflows and Best..., Insurance Operations, Contract Review, Policy Checking, Claims, Diversity and Inclusion, Marketing, Teamwork, Change Management, Team Leadership, User Experience Design, Analysis, Human Resources, Business Development, Program Management, Onboarding
Education
University of California, Santa Cruz
Certificates, Training and Human Development, Quality Assurance and Continuous Improvement
Wells Fargo Insurance Services USA, Inc. November 2014 - Present
Wells Fargo March 2012 - November 2014
Swirlz Frozen Yogurt Ladera Ranch January 2008 - January 2011
Juice It Up January 2006 - January 2008
Outback Steakhouse January 2002 - January 2007
Skills
Sales, Customer Service, Finance, Management, Training, Financial Analysis, Outlook, Operations Management, Always Punctual, Project Coordination, Organizational Structure, Leadership, Customer Satisfaction, Banking, Cold Calling, Microsoft Excel, Sales Operations, Microsoft Word, Organization, Multi Tasking, Problem Solving, Commercial Insurance, Property & Casualty..., Casualty Insurance, Insurance, Marketing
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2011
Bachelor of Arts, Business Administration, Management, Operations
Dana Hills High School 2000 — 2003
High School
Wells Fargo Insurance Services USA, Inc. 2013 - Present
Wells Fargo Insurance Services USA, Inc. 2009 - 2013
BridgeStreet Consulting Group 2004 - 2009
Unum 1996 - 2003
Skills
Insurance, Employee Benefits, Brokers, Workers Compensation, Disability Insurance, Health Insurance, Strategic Planning
Education
Texas A&M University
Bachelor of Science (BS), Political Science and Government
L A Surety Solutions LLC June 2014 - Present
Wells Fargo Insurance Services USA, Inc July 2007 - April 2013
Federated Insurance July 2005 - July 2007
United States Marine Corps July 1994 - July 1994
Skills
Commercial Insurance, Property & Casualty..., Insurance, Professional Liability, Legal Liability, Workers Compensation, Liability, Financial Analysis, Surety, Risk Management
Education
University of Kentucky 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Horseshoes & Hand Grenades August 2013 - Present
Wells Fargo Insurance Services USA, Inc. September 2001 - Present
Skills
Insurance, Account Management, Relationship Management, Surety Bonds, Risk Management, Commercial Property &..., Social Media, Blogging, Newsletters, Social Media Marketing, Social Networking, Facebook, Online Marketing, Creative Writing, Public Relations, Copywriting, Marketing, Customer Service, Online Advertising, Event Planning, Blogger, Training, Editing, Lead Generation, Health Insurance, Call Centers, Life Insurance
Education
University of Phoenix 2007 — 2010
Bachelor's degree, Business Management
Wells Fargo Insurance Services USA, Inc. July 2008 - Present
Skills
Property & Casualty..., Veterinary Medicine, Risk Management, Professional Liability, Liability, D&O, Casualty, Underwriting, Program Management, Sales Management, Team Building, Public Speaking, Brokers, Commercial Insurance, Insurance
Education
University of California, Davis 1979 — 1981
Doctor of Veterinary Medicine, Small/Companion Animal Surgery and Medicine
Michigan State University 1974 — 1977
Doctor of Veterinary Medicine, Veterinary Medicine
Retired, but Working May 2015 - Present
benefitsCONNECT June 2013 - May 2014
Wells Fargo Insurance Services USA, Inc. February 2001 - December 2012
Social Security Administration September 1976 - December 1997
Skills
Cafeteria Plans, Worksite, Critical Illness, Universal Life, Short Term Disability, Long Term Disability, Long Term Care, Voluntary Group Term..., Whole Life, Long-term Care, COBRA, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Disabilities, Health Savings Accounts, Life Insurance, Term Life Insurance, Brokers, Leadership, Benefits Administration
Education
University of California, Davis 1974 — 1976
Master of Arts (M.A.), Spanish & Classics
Diablo Valley College 1970 — 1971
Associate of Arts (A.A.), Russian and Spanish
University of Arizona 1964 — 1966
Wells Fargo Insurance Services USA, Inc. March 2001 - Present
Skills
Insurance, Banking, Real Estate, Financial Analysis, Negotiation, Analysis
Education
Pace University - Lubin School of Business 1987 — 1990
BA, Real Estate
Wells Fargo Insurance Services USA, Inc. December 2002 - Present
Skills
Insurance, Customer Service, Outlook, Administrative..., Access, Employee Benefits, Microsoft Excel, Microsoft Office, Data Analysis, Financial Reporting, PowerPoint, Microsoft Word, Financial Analysis, Data Entry, 5500 Preparation, Accounts Payable, Social Networking, Health Insurance, Risk Management, Notary Public, Strategic Planning, Management
Education
American InterContinental University 2014 — 2015
Master of Business Administration (MBA), Human Resource Management
American InterContinental University 2013 — 2014
Bachelor of Business Administration (BBA), Health Care
American InterContinental University 2010 — 2012
Associate's Degree, Business Administration and Management, General
Battin High School in Elizabeth New Jersey 1975 — 1977
Diploma, Business
Elias Boudinot School #9
Grade School
Wells Fargo Insurance Services USA, Inc. October 2014 - Present
Mercer June 2013 - October 2014
Regence BlueCross BlueShield January 2009 - May 2013
Ingle, Carl & Ragsdale, LLC February 2008 - September 2008
Cognitiant, Inc February 2007 - February 2008
Ownit Mortgage Solutions, Inc February 2005 - December 2006
Skills
Customer Service, Marketing, Software Documentation, QuickBooks, Health Insurance, Insurance, Account Management, Employee Benefits, Sales, Mortgage Lending, Loans, Underwriting, Disability Insurance, Microsoft Excel, Team Leadership, Sales Management, Strategic Planning, PowerPoint, Microsoft Office, Healthcare, Team Building
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
Bachelor of Science, Business Administration
Taste Buddy LLC December 2013 - Present
Rip City Management October 2013 - Present
Extraordinaire Catering 2010 - Present
Self September 1999 - Present
DotCom Café 2012 - 2012
Aon Risk Services 1997 - September 1999
Wells Fargo Insurance Services USA, Inc. March 1994 - July 1997
Skills
Customer Service, Microsoft Office, Food & Beverage, Event Planning, Microsoft Word, Social Media, Administrative..., Executive..., Receptionist Duties, Front Office, Data Entry, Catering, Bartending
Education
Portland Bartending Academy
Graduate, Class of 2012, Mixology
Santa Rosa High School 1972 — 1976
General Education, 12
Portland Community College
Santa Rosa Junior College
Wells Fargo Insurance Services USA, Inc. August 2005 - Present
Skills
Commercial Insurance, Property & Casualty..., D&O, Professional Liability, General Liability, Umbrella, Workers Compensation, Risk Management, Marketing, Microsoft Office, Account Management
Education
Andrew Beazley Broker Academy at Lloyds of London
Christopher Columbus High School
Florida International University
Marsh & McLennan Agency - Upper Midwest March 2015 - Present
Marsh & McLennan Agency - Upper Midwest 2013 - March 2015
Wells Fargo Insurance Services USA, Inc. June 2008 - July 2013
Wells Fargo Insurance Services October 2007 - June 2008
Skills
Employee Benefits, Health Insurance, Insurance, Customer Service, Underwriting, Sales, Disability Insurance, Marketing, Account Management, Brokers, Health Savings Accounts, Benefits Administration, COBRA, Life Insurance, Management, Term Life Insurance
Education
Metropolitan State University 2009 — 2013
Bachelor's Degree, Human Resources Management and Services
USI Insurance Services 2012 - Present
Wells Fargo Insurance Services USA, Inc. 2012 - 2014
Oswald Companies 2009 - 2012
Marsh Inc. 1999 - 2009
Lloyd's of London 1999 - 1999
Risk Placement Services, Inc. (formerly W.E. Kingsley Co) 1996 - 1999
RSA 1998 - 1998
Skills
Commercial / Corporate ..., Health Benefits..., Captive Insurance, Risk Management, Commercial Insurance, Property & Casualty..., Liability Analysis, Casualty, Leadership, General Insurance, D&O, Sales, Brokers, Team Building, Strategic Planning, Reinsurance, Negotiation, Financial Analysis, Mergers & Acquisitions, Management, Life Insurance, Finance, Insurance Brokerage, Marketing, Claims Management, Enterprise Risk..., Executive Management, New Business Development, Account Management, Financial Risk, Process Improvement, Cross-functional Team..., Nonprofits, Casualty Insurance, Insurance
Education
Eastern Kentucky University
Bachelor of Science (B.S.)
University of Kentucky
Associate of Science (A.S.)
Barrett-Jackson Auction Company April 2015 - Present
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services USA Inc, August 2011 - May 2014
Slaton Risk Services December 2007 - August 2011
Weekes & Callaway, Inc. May 2004 - December 2007
AMC Insurance Inc. September 2002 - May 2004
American Express February 1996 - September 2002
Ford Motor Company 1994 - 1996
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Claim, Insurance, Account Management, Professional Liability, Leadership, D&O, Management, Brokers, Marketing, Legal Liability, Customer Service, Liability, Relationship Management, Casualty, Training, New Business Development, Risk Management, Life Insurance, Underwriting, Lotus Notes, Microsoft Excel, Call Centers, CRM, Umbrella Insurance, Employment Practices..., General Insurance, Workers Compensation, Employee Benefits, Excess, Claims Management, Inland Marine, Disability Insurance, Health Insurance, Term Life Insurance, Financial Risk, Long-term Care, Directors & Officers..., Fixed Annuities, Health Savings Accounts, Homeowners, Reinsurance, Liability Analysis, Whole Life, Surety Bonds, Insurance Brokerage, Licensed Property &..., Captives
Education
University of Phoenix
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services USA, Inc. May 2006 - May 2014
El Paso First Health Plans, Inc. April 2001 - May 2006
Univision May 1997 - April 2001
Skills
Sales Management, Sales, Strategic Planning, Customer Service, Health Insurance, Project Management, New Business Development, General Insurance, Marketing Strategy, Marketing Management, People Skills, Communication, Community Outreach, Training, Salesforce.com, PowerPoint, Microsoft Office, Key Account Management, Process Improvement, Operations Management, Team Building, Analysis, Small Business, Program Management, Marketing, Employee Benefits, Leadership, Nonprofits, Management, Coaching, Business Planning, Account Management, Budgets, Customer Retention, Strategy, Forecasting, Risk Management, Insurance, Life Insurance, Disability Insurance
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Ysleta High School 1985 — 1987
High School Diploma, High School/Secondary Diplomas and Certificates
Harris, Crouch, Long, Scott & Miller, Inc. April 2011 - Present
Wells Fargo Insurance Services, USA Inc February 2008 - February 2011
Fidelity Financial Services 1979 - 1992
Skills
Estate Planning, Wealth Management, Wealth
Education
North Carolina State University 1974 — 1978
BS, Economics
Terry Sanford Sr High 1972 — 1974
Wells Fargo Insurance Services USA, Inc. July 2009 - July 2014
Office Team (GN ReSound) April 2009 - June 2009
Ameriprise Financial April 2007 - March 2009
Office Team (Famous Dave's of America) December 2006 - March 2007
GMAC ResCap 2006 - 2006
The Yoh Company 2005 - 2006
CDI Professional Services February 2000 - May 2001
Skills
Access, Payroll, Accounts Payable, Recruiting, Microsoft Office, Interviews, Customer Service, Networking, Windows 7, Troubleshooting, Management, Windows XP, Training, Hardware, Information Technology, Software Installation, Leadership, Call Centers, Windows, Human Resources, Lotus Notes, Vendor Management, Outlook, Event Planning, Microsoft Excel, Team Building
Education
Normandale Community College 2008 — 2011
Associate's degree, Basic Skills and Developmental/Remedial Education, Graduated with Honors
Capella University 2007 — 2008
Information Technology
Inver Hills Community College 2004 — 2007
Paralegal
Thomas Jefferson Senior High School 1985 — 1988
Diploma, Basic, 3.5
Wells Fargo Insurance Services USA, Inc. July 1998 - Present
Skills
Insurance, Underwriting, Health Insurance, Brokers, Disability Insurance, Health Savings Accounts, Employee Benefits, Customer Service, Leadership, Term Life Insurance, Management, Benefits Administration, Account Management, Life Insurance, Strategic Planning
Education
University of Maryland College Park 1986 — 1990
Bachelor's Degree, Russian Area Studies
Wells Fargo Insurance Services USA Inc. September 2014 - April 2015
Wells Fargo September 2011 - September 2014
Deloitte, Acordia, Wells Fargo May 1982 - September 2011
Skills
Leadership, Public Speaking, Sales Organization..., Strategic Planning, New Business Development, Business Strategy, Team Building, Insurance Brokerage, Mergers & Acquisitions, Insurance, Sales Management, Risk Management, Consulting, Executive Management, Executive Leadership, Underwriting, Brokers, Commercial Insurance, Management Consulting, Workers Compensation, Professional Liability, Property & Casualty..., Healthcare, Mergers, Property
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Leadership Program, Business/Commerce, General
University of Notre Dame 1978 — 1982
Bachelor of Science, Accounting
Delbarton School 1974 — 1978
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services USA, Inc. June 2012 - March 2014
Ames & Gough December 2010 - June 2012
Lockton Companies September 2005 - December 2010
Skills
Liability, Employee Benefits, Property & Casualty..., Legal Liability, Human Resources, Insurance, Health Insurance, Budgets, Risk Management, Commercial Insurance, Analysis, Finance, Professional Liability, Financial Risk, Management, Casualty, Customer Service
Education
University of Phoenix 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Minnesota Department of Revenue October 2011 - Present
Wells Fargo Insurance Services USA, Inc. May 2006 - December 2011
Ingersoll Rand September 2005 - April 2006
US Bank September 2001 - September 2005
US Bank Home Mortgage September 1998 - September 2001
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Accounts Payable, Software Documentation, Account Reconciliation, Accounts Receivable, Analysis, Sarbanes-Oxley Act
Education
St.Mary's University, Minnesota - MBA 2009 — 2011
MBA
Minnesota State University, Mankato
Wells Fargo Insurance Services, USA Inc. December 2012 - Present
Wells Fargo Bank 2006 - Present
Wells Fargo Institutional Trust 1997 - 2007
American Express Financial Advisors 1993 - 1998
Alliant Techsystems 1988 - 1993
Skills
Marketing Communications, New Business Development, Marketing, Management, Marketing Strategy, Strategic Planning, Leadership, Sales, Insurance, Program Management, Risk Management, Strategy, Training, Competitive Analysis, Business Development
Education
University of Minnesota - Carlson School of Management 1989 — 1993
MBA, Marketing
Luther College
Bachelor of Arts, English, Music
Western Illinois University
Master of Arts, Music
Wells Fargo Insurance Services July 2003 - Present
Wells Fargo Insurance Services USA, Inc. 2003 - Present
Atlanta Area Council Boy Scouts of America 1993 - Present
Boy Scouts of America 1993 - Present
Education
Jacksonville University 1969 — 1971
English
Wells Fargo Insurance Services USA, Inc January 2007 - Present
Insurance Overload Staffing April 2008 - May 2008
Sunlife Financial June 2005 - March 2007
Landy Insurance Agency January 2001 - January 2004
ManagedComp Inc January 2000 - January 2001
Friendly's Ice Cream January 1996 - January 2000
Education
Another Course to College 1997 — 1998
Boston Latin School 1992 — 1997
The National Alliance
Wells Fargo Insurance Services USA, Inc. 2012 - Present
Hays Companies 2008 - 2012
Liberty Mutual 2007 - 2008
Skills
Risk Management
Education
The Ohio State University 2003 — 2007
Avon Old Farms School
Hopkinton High School
Wells Fargo Insurance Services USA, Inc. April 2004 - Present
Palmer & Cay 2003 - 2005
Select Benefit Services September 1994 - March 2004
CareFirst BCBS 1979 - 1994
Skills
Underwriting, Property & Casualty..., Insurance, Risk Management, Strategic Planning, Financial Analysis, Employee Benefits, Professional Liability, Financial Risk, Business Strategy, Leadership, Brokers, Strategy, Due Diligence, Finance, Banking
Education
University of Maryland College Park
Wells Fargo Insurance Services USA, Inc. May 2002 - Present
Insurance Brokers Association of New York Inc. October 2004 - Present
CREW New York (Commercial Real Estate Women of New York) April 2008 - Present
Practising Law Institute (PLI) October 2013 - Present
BWD Group, LLC February 1989 - May 2002
Jacobs & Jacobs Inc 1986 - 1989
Skills
Insurance, Risk Management, Property & Casualty..., Employee Benefits, Real Estate, Professional Liability, New Business Development, Brokers, Financial Risk, Financial Services, Brokerage, Real Estate Development, Workers Compensation, Property, Construction, Financial Analysis, Private Equity, Recruiting, Property Management, Employment Practices..., Hotels, Disability Insurance, Business Continuity, Real Estate Insurance, Construction Insurance, Hospitality, Retail, Restaurants, Municipalities, Wholesale, Network Security, High Net Worth..., Surety Bonds, School Districts, Computer Security, Technology Companies, Higher Educ, Cyber Security, Property Owners, personal risk management, Life, Key Person Insurance, Directors and Officers..., Developers, Contractors, Wrap Up / OCIP / CCIP, Affordable Housing, Multi Family Properties, Commercial Real Estate, Underwriting
Education
Boston University 2002 — 2004
MS, Insurance, Risk Management & Finance
Wharton School, University of Pennsylvania
Management
Adelphi University 1999 — 2002
BS, Management
Nassau Community College 1981 — 1985
AAS, Marketing, Insurance
General Douglas MacArthur High School 1978 — 1981
Regents
Edgewood Partners Insurance Center (EPIC) 2010 - Present
Wells Fargo Insurance Services USA, Inc. 2008 - 2010
ABD Insurance and Financial Services March 2004 - December 2008
HealthSouth 2002 - 2004
Skills
Non-profits, Construction, Medical Groups, Wineries, Insurance, Workers Compensation, Commercial Insurance, Sales, Account Management, Marketing, Brokers, Professional Liability, Nonprofits, Legal Liability, D&O, Property & Casualty..., Casualty Insurance, General Insurance, Liability
Education
Loyola Marymount University 1998 — 2002
BA, Business
Wells Fargo Insurance Services USA, Inc. June 2013 - Present
Wells Fargo December 2005 - June 2013
CNM Consulting November 2002 - December 2005
Sun Microsystems November 2000 - November 2002
Dell Computers 1998 - 2000
Merisel Computer Distributor June 1996 - June 1998
Fingerhut June 1991 - June 1996
Skills
Strategy, Marketing Strategy, Marketing Communications, Product Marketing, Marketing, Leadership, Internal Communications, Event Management, Public Speaking, Social Media Marketing, Integrated Marketing, Strategic Planning, Copywriting, Program Management, Public Relations, Alliance Marketing, Multicultural Marketing, Sponsorship, Community Development, Thought Leadership, Social Media, Direct Marketing, Nonprofits, Event Planning, Leadership Development, Coaching, Corporate Communications, Segmentation, Relationship Marketing, Fundraising, B2B Marketing, Multi-channel Marketing, Competitive Analysis, Newsletters, Published Author, Emotional Intelligence, Business Intelligence, Communication, Multi-cultural Marketing, Community Relations, Sponsorship Management, Corporate Sponsorships, Digital Marketing
Education
University of Phoenix
Bachelor of Business Administration (BBA)
The Safegard Group, Inc. March 2014 - Present
Wells Fargo Insurance Services USA, Inc. June 2001 - February 2014
Harleysville Insurance 1978 - 1983
Skills
Underwriting, Brokers, Property & Casualty..., Insurance, Risk Management, Casualty, Legal Liability, Commercial Insurance, Workers Compensation, Retirement Planning, General Insurance, Liability, Health Insurance, Casualty Insurance, Professional Liability, Umbrella Insurance
Education
Bloomsburg University of Pennsylvania 1974 — 1978
BS, Business
Domenick & Associates January 2014 - Present
Tyson Agency 2013 - Present
Wells Fargo Insurance Services USA, Inc 1985 - 2012
Colonial Penn Insurance Co September 1977 - October 1984
Skills
Excellent written and..., Microsoft Outlook and..., efficient and pleasant..., Negotiation skills with..., Technical insurance..., Contract Management, Time Management, Marketing, Underwriting, Insurance, New Business Development, Customer Service, Leadership
Education
Kutztown University of Pennsylvania 1970 — 1975
BA, Foreign Languages and Literatures, General
Parkland HS
N/A
Wells Fargo Insurance Services USA, Inc. December 2009 - Present
Mercer June 1998 - November 2009
Regence BlueCross BlueShield of Oregon January 1996 - June 1998
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Health Savings Accounts, Brokers, Benefits Administration, Life Insurance, Underwriting, COBRA, Health Care Reform, Term Life Insurance, Claim, General Insurance, ERISA, Self-funding, Healthcare Reform, New Business Development, Employee Wellness..., Licensed Life & Health...
Education
Portland State University 1988 — 2003
Bachelor of Science (BS)
Digital Insurance December 2013 - Present
Wells Fargo Insurance Services USA, Inc. June 2003 - September 2013
K Force Staffing January 2001 - June 2003
Cumulus Broadcasting, Inc. March 1999 - December 2000
Skills
Accounting, Account Reconciliation, General Ledger, Microsoft Office, Team Leadership, Process Improvement, Customer Service, Cash Management, Auditing, Budgets, QuickBooks
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Insurance Services USA, Inc. September 2007 - Present
Roberts and Blueford Inc. 1987 - 1991
Skills
Creative Direction, Product Knowledge, Know-how, Business Strategy, New Business Development, Market Analysis, Marketing Research, Underwriting, Insurance, Property & Casualty..., Risk Management, Brokers, Workers Compensation, Professional Liability, Commercial Insurance, Liability, Employment Practices..., Casualty, Legal Liability, D&O, Commercial Lines, General Insurance, Umbrella Insurance, Casualty Insurance
Education
Prince George's Community College 1982 — 1984
Associate, Para-Legal
Specialty Insurance Partners, LLC July 2013 - Present
Wells Fargo Insurance Services USA Inc April 1986 - July 2013
PRIMAC Insurance 1986 - 2013
Leadership Pikes Peak 2006 - 2011
Skills
Workers Compensation, Professional Liability, Brokers, Insurance, Property & Casualty..., Commercial Insurance, Employment Practices..., Directors & Officers..., Product Recall, Stock Throughput, Underwriting, Liability, Legal Liability, Casualty, Commercial Lines, Disability Insurance, Health Insurance, Casualty Insurance, Customer Service
Education
Pikes Peak Community College 1999 — 2003
Associate's degree, Insurance
Wells Fargo Insurance Services USA, Inc. June 2011 - Present
Willis January 2009 - April 2011
AIG/Chartis May 2002 - January 2009
Safeharbor Technologies Corp. April 2001 - May 2002
Interance, Inc. March 2000 - April 2001
Aon M&A Group July 1999 - March 2000
JP Morgan Chase Insurance Services November 1997 - July 1999
Marsh May 1989 - November 1997
Skills
Commercial Insurance, Employee Benefits, General Insurance, Health Insurance, Insurance, Executive Management, Leadership, Liability, Mergers, Professional Liability, Property, Risk Management, Sales, Start-ups, Underwriting, Management, Contract Negotiation, Brokers, Casualty
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Management
Lafayette College 1982 — 1986
AB, Economics
PACE Restaurants, LLC. July 2012 - Present
Wells Fargo Insurance Services USA, Inc. July 2011 - July 2012
Wells Fargo Insurance Services USA, Inc. February 2010 - July 2011
Skills
Banking, Accounts Payable, Management, Nonprofits, Financial Analysis, Team Building, Staff Development, Time Management, Insurance, Community Outreach, Research, Public Speaking, Sales, Fundraising, Customer Service, Data Analysis, Public Relations, Training, Microsoft Excel, Recruiting, Editing, Microsoft Word, Program Management, Marketing Strategy, Event Management, Budgets, PowerPoint, Event Planning, Retail, Microsoft Office, Employee Benefits, Higher Education, GAAP, Leadership Development, Leadership, Outlook, Social Networking, Strategic Planning, Account Management, Risk Management, Access, Marketing, Finance, Project Management, Process Improvement, Social Media, Spanish, Accounting, Teamwork, Advertising
Education
Armstrong State University 2005 — 2009
Bachelor of Arts, Economics
George Walton Academy 2000 — 2005
Wells Fargo Insurance Services USA, Inc. October 2014 - Present
Hodges-Mace Benefits Group, Inc. June 2011 - August 2014
Firestorm Solutions, LLC February 2008 - April 2011
Temporary Accommodations December 2004 - February 2008
Marriott Execustay 2000 - 2003
Habersham Properties 1998 - 2000
Heitman 1995 - 1997
Skills
Account Management, Health Benefits..., Voluntary Employee..., Human Resources, Sales, Project Management, Strategic Planning, Marketing, Management, New Business Development, Business Continuity..., Property Management, Corporate Housing, Consulting, Public Speaking, Customer Satisfaction, Health Insurance, Life Insurance, Disability Insurance, Critical Illness, Accident Insurance, Salesforce.com, Training, Insurance, Employee Benefits
Education
Kennesaw State University 1991 — 1994
BS, Business Communication
Young Harris College 1988 — 1990
AA, Liberal Arts and Sciences, General Studies and Humanities
Lassiter High School 1985 — 1988
Wells Fargo Insurance Services USA, Inc. April 2013 - Present
Skills
Strategic Planning, Project Management, Marketing Strategy, Marketing, Direct Marketing, Team Building, Management, Event Planning, Leadership, Strategy, Risk Management, Business Development, B2B, Competitive Analysis, Public Relations, Lead Generation, Executive Management, Financial Services, Sales
Education
Kalamazoo College
Bachelor's Degree
Michigan State University - The Eli Broad Graduate School of Management
Master of Business Administration (M.B.A.)
Wells Fargo Insurance Services USA, Inc. September 2014 - Present
Northwestern Mutual May 2013 - July 2013
UPS May 2012 - July 2012
Schoolcraft College September 2010 - July 2011
Skills
Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Time Management, Customer Service, Event Planning, Social Media, Data Entry, Market Research, Social Networking, Communication, Microsoft Excel, Research, Team Leadership, Event Management, Insurance
Education
University of Michigan 2012 — 2014
Bachelor of Arts (BA), Economics
Schoolcraft College 2010 — 2012
Associate of Science (AS), Science
Plymouth High School 2006 — 2010
Diploma, General Studies
Wells Fargo Insurance Services USA, Inc. January 1997 - Present
Wells Fargo Insurance Services USA, Inc. 1997 - Present
Sullivan Kelly Insurance Brokers 1992 - 1997
Beck, Kudlich & Swartman 1990 - 1992
Skills
Insurance, Risk Management, Underwriting, Customer Service, Property & Casualty..., New Business Development, Training, Marketing, Commercial Insurance, Casualty, Casualty Insurance
Education
UC Santa Barbara 1984 — 1988
BA, Psychology
Polytechnic
UPS August 2014 - Present
Gallen Insurance January 2014 - April 2014
Sovereign Bank March 2012 - March 2013
Wells Fargo Insurance Services USA, Inc. April 2010 - March 2012
Wells Fargo July 2008 - April 2010
Furniture Row Companies August 1999 - March 2008
Skills
Account Management, Compliance, Risk Management, Sales Management, Credit, Insurance, Small Business Lending, Management, Coaching, Sales, Relationship Management, Customer Retention, Consumer Lending, Lines Of Credit, Retail Banking
Education
Colorado State University-Pueblo 1997 — 1999
Psychology
Cerro Coso Community College 1995 — 1997
Associate's degree, General Studies
Durango High School 1993 — 1995
Wells Fargo Insurance Services USA, Inc. September 2011 - Present
Marsh USA Inc. April 2007 - September 2011
McGriff, Seibels & Williams August 2004 - April 2007
Education
University of Georgia - Terry College of Business 2001 — 2003
BBA, Risk Management & Insurance
The University of Georgia
100 Club of Arizona May 2015 - Present
Hester, Heitel & Associates, Inc. October 2014 - Present
Southwest Insurance And Risk Advisors, LLC February 2014 - Present
Wells Fargo Insurance Services USA, Inc. March 1991 - February 2014
Aon 1988 - 1991
Del Webb Corporation 1983 - 1988
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Strategic Planning, Risk Management, Workers Compensation, Liability, Banking, Health Insurance, Professional Liability, Brokers, Casualty, Legal Liability, D&O, Small Business, Employment Practices..., Claim, Retirement, Excess, Claims Management, Health Savings Accounts, Retirement Planning, Estate Planning, Umbrella Insurance, Commercial Lines, Disability Insurance, Brokerage, Commercial Lending, Risk Assessment, General Insurance, Credit Analysis, Mortgage Lending, Casualty Insurance
Education
University of Arizona 1976 — 1977
Master of Science (MS), Risk Management
University of Arizona 1972 — 1976
Bachelor of Science (B.S.), Public Administration, Graduated With Distinction
Central High School Class of 1972 1968 — 1972
Wells Fargo Insurance Services USA, Inc. July 2011 - Present
Edify, LLC 2004 - 2011
AXA Advisors, LLC 2000 - 2004
AXA Advisors, LLC 1992 - 2000
Michael Swerdlow Companies, Inc. 1988 - 1992
Attorney - Private Law Practice 1987 - 1988
Salomon Brothers 1985 - 1987
Skills
Risk Management, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Leadership, Strategic Planning, Underwriting, Healthcare, Brokers, Life Insurance, Internal Controls, Process Improvement, Team Building, Due Diligence, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor’s Degree, FINANCE
University of Bridgeport School of Law
Juris Doctor (J.D.)
Wells Fargo Insurance Services USA, Inc. December 2014 - Present
Wells Fargo Insurance Services USA, Inc. June 2014 - Present
Bryant Christie Inc. January 2014 - May 2014
Bikram Yoga Folsom January 2009 - May 2014
Tokyo Sushi 2009 - 2014
Folsom Lake Montessori Academy January 2013 - September 2013
Advanced Business Integrators, Inc April 2013 - July 2013
Healthy Eyes Optometry May 2012 - September 2012
Skills
Customer Service, Microsoft Office, Excel, PowerPoint, Blogging, Microsoft Word, Bikram Yoga, Kids Yoga Instructor, Platinum, QuickBooks, Facebook, Microsoft Excel, Outlook, Teamwork, Editing, Analysis, Social Media, Public Speaking, Leadership, Time Management, Event Planning
Education
California State University-Sacramento 2010 — 2014
Bachelor of Science (B.S.), International Business and Marketing
California State University-Sacramento 2010 — 2014
CSUS Undergraduate Honors Program, International Business and Marketing
Oak Ridge High School 2006 — 2010
High School Diploma
Wells Fargo Insurance Services USA, Inc. June 2013 - Present
Total Planning Concepts, LLC April 2005 - June 2013
Enterprise Rent-A-Car February 2003 - March 2004
Skills
Insurance, Fixed Annuities, Investments, Management, Health Insurance, Life Insurance, Disability Insurance, Long-term Care, Retirement, Financial Advisory, Wealth, Retirement Planning, Employee Benefits, Term Life Insurance, Brokers
Education
Columbia College Chicago 1999 — 2002
Broadcast Journalism, Journalism
Junipero Serra High School 1994 — 1998
Wells Fargo Insurance Services USA, Inc. August 2012 - Present
Wells Fargo Insurance Services USA, Inc. May 2012 - August 2012
McDermott Costa Insurance January 2012 - April 2012
JLV Insurance Services May 2011 - November 2011
Edgewood Partners Insurance Center (E.P.I.C.) October 2009 - February 2011
Edgewood Partners Insurance Center (E.P.I.C.) November 2007 - October 2009
Wells Fargo Insurance Services (formerly ABD Insurance & Financial Services, Inc. June 2003 - October 2007
Travelers Insurance January 1997 - June 2003
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Insurance, Strategic Planning, Management, Training, Employee Benefits, Legal Liability, Underwriting, Leadership, Casualty, Customer Service, Marketing Strategy, Team Leadership, Time Management, Risk Management, Brokers, Supervisory Skills, Operations Management, Sales, Casualty Insurance, Policy Analysis, Client Services, Contract Negotiation, Analysis, General Liability, Carrier Relations, Customer Relations, Problem Solving, Reinsurance, Financial Risk, Relationship Management
Education
San Francisco State University 1983 — 1985
Business Administration/Accounting
Oswald Companies February 2014 - Present
Wells Fargo Insurance Services USA, Inc. March 2005 - February 2014
ICI Paints August 1999 - March 2005
Skills
Employee Benefits, Benefits Design, Group Benefits, Human Resources, Health Insurance, Disability Insurance, Reinsurance, Workers Compensation, Health Savings Accounts, Insurance, Account Management, Underwriting, Brokers, Life Insurance, Benefits Administration, Strategic Planning, Sales, Management, Commercial Insurance, Term Life Insurance, Property & Casualty...
Education
Case Western Reserve University - Weatherhead School of Management 2001 — 2003
MBA, Human Resources
Case Western Reserve University 1988 — 1993
BS, Psychology
USI Insurance Services April 2013 - Present
Wells Fargo Insurance Services USA, Inc. May 2006 - February 2013
San Francisco Airport Marriott Waterfront March 2000 - December 2011
Information Systems Support, Inc./CACI April 2001 - May 2006
Skills
Insurance, Customer Service, Employee Benefits, Account Management, COBRA Administration, Leave of Absence..., Hospitality Management, Health Care Reform, Ceridian Payroll System, Benefitpoint..., Sagitta Billing, Nexsure Billing, Multi-state Payroll..., 401K Administration, Workers Compensation, Marketing Strategy, Renewals, Open Enrollment, Bilingual..., Benefits Negotiation, Payroll, Benefits Administration, Benefits Design, Health Insurance, Benefits Management, Brokers, Benefit Communication, Disability Benefits, Benefits Analysis, COBRA, Term Life Insurance, 401k, Program Management, Underwriting
Education
University of Santo Tomas 1991 — 1995
B.S., Biology
Siena College 1987 — 1991
Bachelor of Science in Biology
IMA May 2011 - Present
Wells Fargo Insurance Services USA, Inc. January 2009 - May 2011
Higher M Pact 2004 - 2010
Wachovia Insurance Services January 2003 - January 2009
Aon Risk Services February 1999 - January 2003
Skills
Private Equity
Education
University of Kansas 1979 — 1983
bgs, English Language and Literature, General
Kapaun Mount Carmel
Wells Fargo Insurance Services USA, Inc. November 2005 - Present
Skills
Property & Casualty..., Commercial Insurance, Workers Compensation, General Liability, Legal Liability, Professional Liability, Underwriting, Liability, D&O, Insurance, Casualty, Umbrella Insurance, Brokers, Employment Practices..., General Insurance, Commercial Lines, Reinsurance, Excess, Health Insurance, Claim, Life Insurance, Property, Inland Marine, Casualty Insurance
Education
California State University-Sacramento 2002 — 2004
Bachelor's degree in Business Administration, Management & Marketing
Santa Rosa Junior College 1998 — 2002
Associate of Arts, General Education
Petaluma High School 1993 — 1998
TEA (Themed Entertainment Association) November 2014 - Present
Wells Fargo Insurance Services USA, Inc. May 2004 - Present
Speare and Company May 2004 - May 2004
Arthur J. Gallagher August 2003 - May 2004
Acordia of CA Insurance Services, Inc. February 2002 - August 2003
General Insurance Consultants 1995 - 2002
Skills
Property & Casualty..., Entertainment Industry, Risk Assessment, Customer Service, Consulting, Key Account Management, Microsoft Office, Networking, Organization, Event Planning, Event Management, Events Coordination, Supervisory Experience, Managerial Skills, Contract Review, Insurance Documentation, Leadership, Entertainment, Underwriting, Marketing Strategy, Workers Compensation, Team Building, Insurance, Strategic Planning, Time Management, Training, Contract Management, Professional Liability, Business Development, Strategy, Retail, Employment Practices..., Marketing, Project Management, Risk Management, Social Networking, Human Resources, Creative Direction, Commercial Lines, Account Management, New Business Development, Commercial Insurance, Social Media Marketing, Public Speaking, PowerPoint, Public Relations
Education
Glendale University College of Law 2004 — 2007
Law
National Alliance for Insurance Education & Research 2001 — 2003
CISR, Insurance
Insurance Institute of America 1987 — 1989
AAI, Insurance
California State University-Northridge
B.A., Psychology
Granada Hills Sr. High School
Liberal Arts Science with Honors
Wells Fargo Insurance Services USA, Inc. March 2011 - Present
Education
California Lutheran University 2002 — 2006
Bachelor of Science (B.S.), Finance/Business Administration
The ABD Team August 2015 - Present
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2006 - July 2012
Wells Fargo Insurance Services USA, Inc 2006 - July 2012
abd Insurance and Financial Services October 2006 - October 2007
Precept Group July 1998 - October 2006
Skills
Leadership, Insurance, Employee Benefits, Sales, Account Management
Education
California State University-Chico 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo Insurance Services USA, Inc. August 2006 - Present
Humana 2005 - 2006
Aetna Health Plans May 1999 - October 2005
Radix Health Connection December 1997 - June 1999
The Care Group, Inc September 1996 - November 1997
Aetna US Healthcare June 1994 - August 1996
Skills
Strategic Planning, Sales, Strategy, Business Development, Health Insurance, Start-ups, Employee Benefits, Executive Management, Insurance, New Business Development, Sales Operations, Leadership, Account Management, Mergers & Acquisitions, Healthcare, Sales Management
Education
Grand Canyon University 2006 — 2009
MBA
University of Pittsburgh 1981 — 1985
Wells Fargo Insurance Services USA, Inc. October 2011 - Present
Mercer Health and Benefits August 2002 - October 2011
Education
Miami University 1998 — 2002
Wells Fargo Insurance Services USA, Inc. March 1998 - Present
Wells Fargo 1998 - Present
Wachovia, A Wells Fargo Company 1998 - Present
Education
Colorado State University 1965 — 1969
Wells Fargo Insurance Services USA, Inc. March 2002 - Present
Education
Susquehanna University 1986 — 1990
Wells Fargo Insurance Services USA, Inc. September 2014 - Present
Providence Health Plan August 2014 - Present
Providence Health Plan April 2007 - September 2014
Providence Health Plan April 2000 - March 2007
Providence Plaza Pharmacy July 1995 - April 2000
Fred Meyer Pharmacy September 1989 - July 1995
Skills
Compliance, Health Insurance, Pharmacy, Customer Service, Project Management, Process Improvement, Healthcare, Medicaid, Medicare Part D, Training, Insurance, Healthcare Management, Access, HIPAA, Medicare, Employee Benefits
Education
Portland State University 1993 — 1995
BS, General Studies/Sociology
Western Oregon State College 1986 — 1988
Bachelor of Science
Wells Fargo Insurance Services July 2013 - Present
Wells Fargo Insurance Services October 2012 - Present
Wells Fargo Insurance Services USA, Inc. April 2007 - December 2012
Unison, Inc. April 2005 - April 2007
AFG June 2000 - April 2005
Education
Wharton School, University of Pennsylvania 2001 — 2005
CEBS, Employee Benefits
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (BS), Marketing and Spanish
Wells Fargo Insurance Services USA, Inc. November 2003 - Present
Wells Fargo November 1998 - Present
Skills
Property & Casualty..., Underwriting, Banking, Loans, Insurance, Financial Analysis, Sales, Customer Service, Salesforce.com, Account Management, Business Analysis, Customer Satisfaction, Direct Sales, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark
BA, Criminal Justice & Theater Arts
Wells Fargo Insurance Services USA, Inc. September 2013 - Present
John H. Enders Fire Company 2009 - Present
Delon Hampton & Associates, Chartered March 2007 - September 2013
Clark Construction Group, LLC October 2005 - March 2007
TMG Construction Corp November 2004 - October 2005
Fauquier Hospital August 2003 - January 2004
Arcola-Pleasant Valley Volunteer Fire Dept. 2003 - 2004
Skills
Certified Safety..., Certified Fire..., Firefighter I & II, EMT, Hazardous Materials..., Licensed Stationary..., NIULPE, Second Class..., Fire Service Instructor, CPR Instructor, AHA, Virginia Erosion and..., US Army Corp of..., Construction Risk &..., CHST- Construction..., Safety, Cpr Certified, Quality Control, Organization, Construction Safety, CHST, Hazardous Materials, AHA, Licensing, Contractors, Construction, Inspection, Emergency Management, Preparedness, Paramedic, Fire Safety, Safety Management..., Accident Investigation, First Responder, Rescue, Firefighting, Public Safety, Training, Emergency Medical, Hazard Recognition, Hazard Analysis, Incident Command, Emergency Services, NIMS, Fire Protection, EHS, Behavior Based Safety, Certified Safety..., AED, Emergency Planning, Life Safety, Change Orders
Education
Columbia Southern University 2007 — 2011
BS, Occupational Health & Safety Fire Science, 3.9
Northern Virginia Community College 1985 — 1988
AAS, Mechanical Engineering/Electro-Mechanical Specialization, 3.8
Wells Fargo Insurance Services USA Inc. July 2005 - Present
Wells Fargo Insurance Services 2005 - Present
Booz Allen Hamilton 1992 - 2003
Csaplar & Bok 1984 - 1992
Skills
Reprographics, Purchasing, Organizing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Word, Public Speaking, Research, Leadership Development, Event Planning, Writing, Supply Chain, Inventory Management, Retail, Microsoft Word, Training, Strategic Planning, Leadership, Process Improvement, Access, Team Building, Time Management, Program Management, Microsoft Excel, Risk Management, Management
Education
City College of San Francisco 1971 — 1974
Music and Business
Galileo High School 1968 — 1971
Music
Wells Fargo Insurance Services USA, Inc. January 2002 - Present
Education
Rutgers, The State University of New Jersey-Newark
Wells Fargo Insurance Services USA, Inc. June 1995 - Present
Education
University of North Carolina at Greensboro 1980 — 1984
BS, Business Administration/Marketing
Wachovia Insurance Services September 1996 - Present
Wells Fargo Insurance Services USA, INc. 1996 - 2010
Education
Seton Hall University
Seacrest Partners, Inc. May 2013 - Present
Wells Fargo Insurance Services USA, Inc. December 2005 - May 2013
Aon Risk Services 2005 - 2005
Chubb 2002 - 2005
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Risk Management & Insurance
Wells Fargo Insurance Services USA, Inc. February 2001 - Present
Skills
Underwriting, Insurance, Health Insurance
Education
University of Southern California - Marshall School of Business 1996 — 1999
California State University-Northridge 1985 — 1990
BA, Mathematics
Wells Fargo Insurance Services January 2010 - Present
Wells Fargo Insurance Services USA, Inc. 2009 - January 2010
Wachovia Insurance Services Inc September 1998 - June 2009
Palmer & Cay 2003 - 2005
Skills
Insurance
Education
Colorado State University 1975 — 1980
Wells Fargo Insurance Services USA Inc. December 2004 - Present
Skills
Property & Casualty..., Strategic Planning, Insurance, Leadership, Marketing
Education
IEA 2009 — 2010
ARM, Risk management
San Francisco Art Institute 1979 — 1981
Bachelor of Fine Arts (BFA)
Wells Fargo Insurance Services USA, Inc. June 2012 - Present
Marsh USA Inc. February 2003 - June 2012
Lockhart's Insurance Services February 2002 - February 2003
Natural Health Options Inc. April 1998 - February 2002
Skills
Professional Liability, Legal Liability, Property & Casualty..., Liability Analysis, Umbrella Insurance, Insurance, Indemnity, Workers Compensation, Project Management, Casualty, Commercial Insurance, D, Brokers, Casualty Insurance, General Insurance, Risk Management, Underwriting, Liability
Education
Morgan State University 1995 — 1997
Wells Fargo Insurance Services USA, Inc. September 2008 - Present
Clark Consulting March 1997 - September 2008
Skills
Great Plains Software
Education
Appalachian State University 1989 — 1992
Math and Science
Wells Fargo Insurance Services USA, Inc. August 2011 - Present
AmWINS Group October 2006 - April 2011
Willis March 2004 - October 2006
Marsh March 1997 - October 2004
Sedgwick 1992 - 1997
Skills
Insurance, Underwriting, Commercial Insurance, Professional Liability, Brokers, Business Development, Employment Practices..., Property & Casualty..., Liability, Commercial Lines, Casualty, Workers Compensation, D&O, General Insurance, Legal Liability
Education
University of San Francisco 1989 — 1991
MBA, Finance
State University of New York @ Oneonta 1980 — 1984
BA, Business
Wells Fargo Insurance Services USA, Inc. January 2015 - Present
Wells Fargo Insurance Services USA, Inc. 2009 - Present
Wachovia Insurance Services May 2005 - December 2008
Palmer & Cay 1999 - 2005
Skills
Marketing, Internal Communications, Insurance, Marketing Strategy, Employee Benefits, Marketing Communications, Direct Marketing, Strategy, Lead Generation, Microsoft Office, PowerPoint, Customer Service, Event Planning, Newsletters, Microsoft Word, Video Production, Graphic Design, Microsoft Office..., Photoshop, Sales, Strategic Planning, Training, Leadership
Education
University of New Orleans 1992 — 1996
BS, Business
Virginia Commonwealth University
Wells Fargo Insurance Services USA, Inc December 2002 - Present
Wells Fargo Insurance Services USA, Inc. 2002 - Present
Gerling Global Reinsurance Corp. January 1998 - April 2002
Gerling Global Reinsurance Corp of America 1998 - 2002
Zurich Reinsurance 1992 - 1998
North Star Reinsurance Corporation 1986 - 1993
Skills
Underwriting, Property & Casualty...
Education
Saint Anselm College 1969 — 1973
B.A., Political Science
Wells Fargo Insurance Services USA, Inc. March 1991 - Present
Skills
1.) Develop and..., Underwriting, Insurance, Risk Management, Sales, Customer Service, Property & Casualty..., Commercial Insurance
Education
College of Charleston 1985 — 1988
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Insurance Services USA, Inc. August 2006 - Present
W. S. Pharr & Company January 1991 - April 1996
Johnson & Bryan June 1977 - April 1990
Skills
Property & Casualty..., Insurance, Liability, Casualty, Commercial Insurance, Professional Liability, Brokers, Workers Compensation, Commercial Lines, Employment Practices..., Umbrella Insurance, Casualty Insurance, Legal Liability, Risk Management, D&O, General Insurance, Underwriting
Education
University of Georgia - Terry College of Business 1972 — 1976
BBA, Risk Management & Insurance
Esurance August 2012 - May 2014
SamTrans September 2011 - March 2012
Gensler October 2010 - January 2011
Wells Fargo Insurance Services USA, Inc. 2008 - 2010
ABD Insurance and Financial Services 2000 - 2008
Windmill Inns at St. Phillips Plaza 1992 - 2000
Skills
Accounts Payable, General Ledger, Invoicing, Accruals, Journal Entries, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Purchasing, Microsoft Word, 10 Key, Auditing
Education
University of Phoenix 1998 — 2000
B.S., Accounting
Buena High School
Foothill College
Wells Fargo Insurance Services USA, Inc. May 2007 - Present
Cosmos Services Inc January 2005 - May 2007
Blue Shield of California 2004 - 2004
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Disability Insurance, Account Management, Customer Service, Financial Analysis, Negotiation, Strategic Planning, Microsoft Excel, Benefits Administration, Marketing
Education
New York University
Wells Fargo Insurance Services USA, Inc. October 1998 - Present
Skills
Professional Liability, Commercial Insurance, D&O, Property & Casualty..., Global Insurance...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1977 — 1979
MBA
University of Southern California 1970 — 1975
BS, Architecture
The Hartford December 2013 - Present
Hale Holden Consulting LLC August 2011 - Present
Jenkins Insurance Group (A Leavitt Group Affiliate) May 2012 - January 2013
Wells Fargo Insurance Services USA, Inc. 2008 - August 2011
Willis 2005 - 2008
ACE USA 2003 - 2005
Discover Re 1994 - 2003
Aon 1985 - 1994
Skills
General Liability, Property & Casualty..., Workers Compensation, Underwriting, Professional Liability, Insurance, Commercial Insurance, Legal Liability, Brokers, Claim, Casualty, Liability, Reinsurance, Commercial Lines, D, General Insurance, Casualty Insurance
Education
Denison University 1975 — 1979
BA, Political Science / Economics
Wells Fargo Insurance Services USA, Inc. January 2008 - Present
Marsh & McLennan Companies, Inc. September 1998 - January 2008
Prudential April 1996 - September 1998
Skills
Employee Benefits, Healthcare Underwriting, Healthcare Consulting, Health Savings Accounts, Training, Insurance Brokerage, Underwriting, Stop Loss Insurance, Health Care Reform, Healthcare, CRM, Coaching, Brokers, Leadership, Management, Private Exchanges, Performance Management, Mergers & Acquisitions, Health Insurance, New Business Development, Finance, Disability Insurance
Education
Miami University 1989 — 1993
B.S., Mathematics and Statistics
Oswald Companies September 2012 - Present
Wells Fargo Insurance Services USA, Inc. January 2011 - September 2012
Palace Sports & Entertainment February 2008 - December 2010
Detroit Pistons August 2007 - January 2008
GMAC Home Services January 2004 - August 2007
Education
Walsh College 2005 — 2008
Master of Business Administration, Management
Oakland University 2001 — 2005
Bachelor of Science, Marketing
Wells Fargo Insurance Services USA, Inc. October 2003 - Present
Skills
Sales, Health Savings Accounts, Underwriting, Insurance, Employee Benefits, Microsoft Excel, Account Management, Health Insurance, Strategic Planning, Risk Management, Disability Insurance, Customer Service, Life Insurance, PowerPoint, Leadership, Marketing, Commercial Insurance, Brokers, Benefits Administration, Team Building
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Marketing
Wells Fargo Insurance Services USA, Inc March 2006 - Present
Arthur J. Gallagher & Co. April 2003 - March 2006
Education
University of Kentucky
BA, Education
Wells Fargo Insurance Services USA, Inc. 1991 - Present
Prudential Insurance Company of America September 1990 - November 1991
Skills
Underwriting, Insurance, Health Insurance, Brokers, Disability Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Account Management, Sales, Term Life Insurance, Benefits Administration
Education
California State University-Northridge 1987 — 1990
BS Business Administration, Marketing
El Camino College 1983 — 1987
Associate of Arts (AA), General Studies
Wells Fargo Insurance Services USA, Inc. May 2011 - Present
Arthur J. Gallagher January 2009 - May 2011
Liberty Mutual Insurance July 2006 - January 2009
Skills
Risk Management, Employee Benefits, Health Insurance, Surety, Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Casualty, Professional Liability, Liability, New Business Development, Employment Practices..., D&O, Program Management, Brokers, Claim, Underwriting, Analysis, Financial Risk, Management
Education
University of Mary Washington 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Cum Laude
Wells Fargo Insurance Services USA, Inc. November 2003 - Present
Aon Risk Services May 2001 - November 2003
The Unity Group May 2000 - August 2000
Skills
Risk Management..., Property & Casualty..., Professional Liability, Directors & Officers..., Workers Compensation, Customer-focused Service, Claims Handling, Program Design, Relationship Development, New Business Development, Risk Management, Insurance, Leadership, Retail, Program Management, Underwriting, General Insurance, Sales, Brokers, Commercial Insurance, Liability, Management, Employee Benefits
Education
Indiana State University - Scott College of Business 1997 — 2001
Business, Insurance & Risk Management
LP Insurance Service Inc October 2012 - Present
Wells Fargo Insurance Services USA Inc January 2008 - October 2012
ABD Insurance and Financial Services May 2005 - January 2008
Chartwell/Lucini Parish Insurance Services February 2001 - May 2005
McGee & Thielen Insurance Brokers September 1987 - February 2001
Aetna Casualty & Surety Company June 1986 - September 1987
Xerox Corporation January 1984 - May 1986
Skills
Insurance, Workers Compensation, Commercial Insurance, New Business Development, Financial Risk, Property & Casualty..., Professional Liability, Liability, Employee Benefits, Underwriting, Risk Management, D&O, Legal Liability, Sales Process, Excess, Employment Practices..., Brokers, Umbrella Insurance, Salesforce.com, Casualty, Commercial Lines, Customer Service, Claims Management, Account Management, Risk Assessment, Claim, Health Insurance, Management, Reinsurance, General Insurance, Sales, Casualty Insurance
Education
California State University-Sacramento 1981 — 1983
B.A., English, Business Administration
Wells Fargo Insurance Services USA, Inc. April 2008 - Present
Sacramento Area Human Resources Association 2010 - 2011
Skills
Employee Benefits, Underwriting, Brokers, Customer Service, Leadership, Recruiting, Health Insurance, Strategic Human..., Insurance, Human Resources, Training, Benefits Administration, Employee Relations, Customer Retention, Employee Training, Hiring, Workers Compensation, Management
Education
University of California, Santa Barbara 1990 — 1994
Bachelor of Arts, Psychology
Lockton Companies October 2014 - Present
Wells Fargo Insurance Services March 2013 - October 2014
Wells Fargo Insurance Services USA, Inc. May 2010 - March 2013
Willis March 2008 - May 2010
Skills
Health Insurance, Insurance, Employee Benefits, Life Insurance, Underwriting, Disability Insurance, Commercial Insurance, Brokers, Customer Service
Education
Appalachian State University 2003 — 2007
Bachelor of Science in Business Administration, Finance and Banking, Risk Management and Insurance
Napier University 2006 — 2006
Wells Fargo Insurance Services USA, Inc. 2000 - Present
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Liability, Underwriting, Casualty Insurance, Legal Liability
Education
San Diego State University-California State University 1977 — 1985
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Insurance Services USA, Inc. December 2002 - May 2010
Insurance Professionals, Inc. September 1997 - May 2002
STARS Safety Group September 1990 - September 1997
L. F. Snyder, Insurance Broker September 1983 - September 1990
Skills
Commercial Insurance, Property & Casualty..., Insurance
Education
National Alliance for Insurance Education & Research
Designation: Certified Insurance Counselor (CIC)
Safeco Insurance - School for Business Insurance Agents
Certificate, Commercial Property/Casualty, Fidelity/Surety, Marine Lines
Safeco Insurance - School for Business Life/Health Agents
Certificate, Group Life/Health Lines
Safeco Insurance - School for Personal Insurance Agents
Certificate, Personal Insurance Lines
Seattle Central College
Certificate, Engineering Drafting
Wells Fargo Insurance Services USA, Inc. August 2000 - Present
Generations Family Health Plan 1997 - 2000
Healthsource NC 1992 - 1996
Aetna Insurance Company 1986 - 1992
Education
UNCG 1980 — 1982
BS, Business
University of Pittsburgh 1977 — 1980
Engineering, Acct./Business
Wells Fargo Insurance Services USA, Inc. 2007 - Present
Universal Insurance Services, Inc. February 1988 - June 2007
Skills
Underwriting, Insurance, New Business Development, Strategic Planning, Risk Management
Education
Central Michigan University 1966 — 1970
B.S., Business Administration
Wells Fargo Insurance Services USA, Inc. January 2007 - Present
AIG Aviation December 2003 - January 2007
Skills
Commercial Insurance, Property & Casualty..., Insurance, Umbrella Insurance, Brokers, Liability, General Insurance, Workers Compensation, Risk Management, Claim, Account Management, Relationship Management, Sales, Marketing, Customer Service, Customer Satisfaction, Excess
Education
The University of Georgia 1999 — 2003
Bachelor of Science (B.S.), Consumer Economics
Wells Fargo Insurance Services USA, Inc. August 2008 - Present
Herder Tarricone Associates January 1994 - August 2008
Tarricone & Tarricone Insurance Services December 1982 - January 1994
Skills
Medical Devices, Risk Management, Healthcare, Insurance, Underwriting
Education
Niagara University 1968 — 1972
B.A., Political Science, History
Harvard Business School- Program for Providing Risk Management Services for Large Commercial Accts,
Certificate, Risk Management for Large Commercial Accounts
Wells Fargo Insurance Services USA, Inc. February 1987 - Present
Skills
Construction Risk...
Education
Arizona State University 1981 — 1985
Business, Production and Operations Management
Wells Fargo Insurance Services USA Inc April 2005 - Present
Skills
Insurance, Underwriting, Account Management, Property & Casualty..., Sales, Customer Service, Claim, Risk Management, Workers Compensation, Cold Calling, Salesforce.com, Employee Benefits, Commercial Insurance
Education
University of North Carolina at Greensboro 1980 — 1984
BS, Business Administration
Wells Fargo Insurance Services USA, Inc. March 2011 - Present
Wells Fargo Insurance Services May 2000 - Present
Andrews Consulting Services February 1998 - November 1999
Western Southern/Columbus Life April 1996 - February 1998
Pacific Mutual Insurance November 1988 - April 1996
Skills
Employee Benefits, Management, Insurance, Disability Insurance, Healthcare, Sales, Analysis, Life Insurance, Strategy, Account Management, Health Insurance, Claim, Underwriting, Customer Service, Leadership
Education
Northern Kentucky University
Wells Fargo Insurance Services USA, Inc. June 2009 - Present
Skills
Life Insurance, Instructor for CFP..., Retirement Planning, Financial Services, Series 7, Fixed Annuities, Series 63, Series 24
Education
Boston College 1974 — 1978
Mathematics
Wells Fargo Insurance Services USA, Inc. August 1989 - Present
Skills
Underwriting, Property & Casualty..., Professional Liability, Risk Management, Commercial Insurance, Liability, Workers Compensation, Insurance, Casualty Insurance, General Insurance
Education
Florida International University 1977 — 1978
Accounting
Miami Dade College 1973 — 1975
Associate’s Degree, Business Administration and Management, General
Wells Fargo Insurance Services USA, Inc. August 2007 - Present
Education
Richmond, The American International University in London
University of Arizona
Wells Fargo Insurance Services USA, Inc. August 1980 - Present
Skills
Insurance, Property & Casualty..., Commercial Insurance, Claim, Liability, General Insurance, Professional Liability, Legal Liability, Customer Service, Casualty, Commercial Lines, Team Building, Sales
Education
Lowell High School
San Francisco State University
BS, Busines Administration, Computer Information Systems
Wells Fargo Insurance Services USA, Inc. September 2014 - Present
Skills
Customer Service, Underwriting, Client Relations Skills, Sales Process, Account Management, Superior Client Service, Insurance, Pricing, Small Business, Employee Benefits, Management, Vendor Management, Building Relationships
Education
National Alliance, CIC, CISR
Pierce College
Wells Fargo Insurance Services USA, Inc. March 2011 - Present
CIGNA Healthcare January 2009 - December 2010
Great West Life January 1999 - December 2009
Skills
Disability Insurance, Health Insurance, Employee Benefits, Insurance, Underwriting
Education
Southern Illinois University, Edwardsville
Wells Fargo Insurance Services USA, Inc. September 1997 - Present
Skills
Account Management, Life & Health Insurance...
Education
Bowling Green State University 1989 — 1993
Bachelor's Degree, Business Administration / Marketing
Wells Fargo Insurance Servives USA, Inc. September 2012 - Present
Wells Fargo Insurance Service USA, Inc. March 2010 - September 2012
Wells Fargo Insurance Services USA, Inc October 2007 - March 2010
Strategic Employee Benefit Services May 2005 - October 2007
Hopkins Early Learning Center June 2004 - May 2005
Skills
Employee Benefits, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Customer Retention, Customer Analysis, Strategic Planning, Insurance, Disability Insurance, Customer Satisfaction, Brokers, Sales, Management, Account Management, Selling, Cold Calling, Healthcare, Salesforce.com
Education
International Foundation - Education- Benefits and Compensation 2010 — 2014
Certified Employee Benefit Specialst, Employee Benefits
St. Cloud State University 1999 — 2004
Bachelor's degree, Early Childhood Education and Teaching
International Foundation
HUB International Grand Rapids July 2013 - Present
Wells Fargo Insurance Services USA, Inc. November 2006 - July 2013
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, Liability, Casualty, Risk Management, Workers Compensation, General Insurance, Professional Liability, Umbrella Insurance, Commercial Lines, Sales, Legal Liability, D&O, Casualty Insurance
Education
Aquinas College
Bachelor of Arts (BA), Communications & Sociology, Graduated Cum Laude
Zenefits April 2015 - Present
Wells Fargo Insurance Services USA, Inc. March 2013 - April 2015
Wells Fargo Insurance Services USA, Inc. March 2007 - March 2013
ABD Insurance and Financial Services (acquired by Wells Fargo Insurance Services USA, Inc.) September 2002 - March 2007
Pacific Resources July 2001 - September 2002
Banana Republic - So. CA Flagship Store & Regional Offices December 1999 - July 2001
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Disability Insurance, Health Savings Accounts, Life Insurance, Term Life Insurance, Claim, Benefits Administration, COBRA, Strategic Planning, Leadership, Account Management, Underwriting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS)
Wells Fargo Insurance Services USA, Inc. February 2002 - Present
General Insurance Consultants February 1995 - January 2002
Skills
Insurance, Employee Benefits, Benefits Design, Voluntary Employee..., Benchmarking
Education
The American College
CLU
Northern Illinois University 1964 — 1968
Bachelor's Degree, Political Science