Woodruff Sawyer & Co
Industry: Insurance company
DescriptionFounded: 1918 Subsidiaries: Neovia Integrated Insurance Services Inc.,
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Woodruff Sawyer & Co Employees
Woodruff-Sawyer & Co January 2005 - Present
Choose the Children PAC November 2014 - Present
Evergreen High School August 2011 - June 2015
Suburban Propane September 2011 - October 2013
Marsh October 2000 - January 2005
North Pacific Insurance June 1996 - September 2000
Skills
Insurance, Risk Management, Claim, Microsoft Excel, Customer Service, Outlook, Commercial Insurance, Property & Casualty..., Brokers, Account Management, Financial Analysis, Microsoft Word, Employee Benefits, Employment Practices..., Legal Liability, Strategic Planning, Health Savings Accounts, Casualty, Professional Liability, Commercial Lines, D&O, Liability, Claims Management, Workers Compensation, Health Insurance, Management, Disability Insurance, Underwriting, Reinsurance, Leadership, Financial Risk, Negotiation, Mergers & Acquisitions, Public Outreach, Casualty Insurance
Education
The Institutes
Insurance - Risk Management
University of Phoenix 2010 — 2011
Business Administration
Clackamas Community College 1993 — 1995
General
Arthur J. Gallagher and Co. February 2013 - Present
Wilbur-Ellis Company November 2009 - February 2013
Arthur J. Gallagher January 2009 - November 2009
BlackRock February 2007 - December 2008
Arthur J. Gallagher June 2003 - February 2007
Woodruff-Sawyer & Co June 2001 - June 2003
State Farm Insurance August 1994 - June 2001
Skills
Insurance, Claim, Management, Change Management, Property & Casualty..., Commercial Insurance, Legal Liability, Claims Management, Risk Management, Casualty, Liability, Underwriting, Reinsurance, Professional Liability, Workers Compensation, Casualty Insurance, General Insurance
Education
University of California, Davis 1985 — 1990
BA, International Relations
Woodruff-Sawyer & Co December 2014 - Present
Woodruff-Sawyer & Co November 2014 - December 2014
Woodruff-Sawyer & Co October 2013 - October 2014
Waddell & Reed February 2013 - October 2013
Roots of Peace April 2012 - August 2012
Blake's Lotaburger January 2011 - December 2011
CFG GROUP July 2010 - August 2010
ONCF June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Accounting, Corporate Finance, Finance, Investments, Microsoft Excel, Financial Reporting, Data Analysis, Equity Research, Technical Analysis, Economics, Forecasting, Mergers & Acquisitions, PowerPoint, Strategic Financial..., Financial Statements, Analysis, Portfolio Management, Auditing, Financial Accounting, Bloomberg, Asset Management, Risk Management, Equities, Securities, Managerial Finance, Investment Banking, Business Valuation, Financial Markets, Trading, Equity Valuation, Credit Analysis, Financial Forecasting, Access, Capital Markets
Education
Golden Gate University 2012 — 2013
Master of Science (M.S.), Investment Management, 3.85
The University of New Mexico 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.08 Overall, 3.94 Major GPA
Woodruff-Sawyer & Co January 2015 - Present
Woodruff Sawyer January 2008 - December 2014
Woodruff Sawyer October 2002 - December 2007
Chubb 1981 - 2002
Skills
Risk Management, Property & Casualty..., Commercial Insurance, Leadership, Insurance, Brokers, Analysis, Marketing, Non-profits, Internal Communications, Underwriting, Casualty, Excess, Financial Analysis, Start-ups, Liability, Strategic Planning, Re-engineering, Professional Liability, Acquisition Integration, Management, D&O, Legal Liability, Employment Practices..., General Insurance, Reinsurance, Workers Compensation
Education
University of California, Los Angeles 1978 — 1981
BA, Economics
Glass, Lewis & Co. April 2013 - Present
Glass, Lewis & Co. November 2009 - February 2014
Woodruff-Sawyer & Co February 2007 - November 2009
Skills
Account Management, Salesforce.com, Investments, CRM, Customer Service, Marketing, Business Development, Financial Services, Microsoft Office, Microsoft Excel, Sales, Management, Project Management
Education
Gonzaga University 2002 — 2006
Bachelor's degree, Finance and Marketing
Marin Catholic High School 2002 — 2006
Woodruff-Sawyer & Co October 2000 - December 2013
Skills
Client Servicing, Account Development, Proposals, Presentations, Training, AMS - EPIC, CRM, Leadership, Proposal Writing, Management, Strategic Planning, Strategy, Account Management, Underwriting, Property & Casualty..., Team Building, Customer Service, New Business Development, Recruiting, Brokers
Education
Ohio University
Bachelor of Business Administration (B.B.A.), Political Science
University of Notre Dame
MBA, Marketing
Ecole Notre Dame des Victoires 2011 - Present
San Francisco Unified School District October 2006 - June 2010
McKesson Corporation October 2003 - May 2005
McKesson Corporation January 2002 - October 2003
Cigna Healthcare of California Inc July 2001 - December 2001
Woodruff-Sawyer & Co October 1997 - June 2001
Aetna Inc January 1994 - September 1997
Goldberg Moser O'Neill June 1990 - October 1993
Tesseract 1986 - 1988
Computer Land 1984 - 1986
Skills
Counseling, Psychotherapy, Family Therapy, Play Therapy, Working With Children, Counseling Psychology, Mental Health, Crisis Intervention, Group Therapy, Case Managment, Non-profits, Training, Grief Counseling, Mindfulness, Employee Benefits, Adolescents, Nonprofits, Self-esteem, Treatment, Mental Health Counseling, CBT, Psychology, Therapists, Life Transitions, Interventions, Anger Management, Social Services, Stress Management, Clinical Supervision, Motivational..., Child Development, Individual Counselling, Psychological Assessment, DBT, Art Therapy, Program Development, Google Groups, Career Counseling, Young Adults, Stress, Conflict Resolution, Behavioral Health, Case Management
Education
Institute of Transpersonal Psychology 2003 — 2006
Master's Degree, Masters of Arts, Counseling Psychology
University of California, Berkeley, University Extension 1994 — 1997
Certificate, Human Resources
The University of Georgia 1980 — 1983
BSW, Social Work
Woodruff-Sawyer & Co January 2015 - Present
Woodruff-Sawyer & Co. December 2003 - Present
Royal & SunAlliance June 2001 - December 2003
HIH Insurance January 1991 - December 2000
Industrial Indemnity 1990 - 1991
ABM 1985 - 1990
Skills
Commercial Insurance, Risk Management, Workers Compensation, Professional Liability, Property & Casualty..., D&O, Underwriting, Casualty, Legal Liability, Commercial Lines, Insurance, Brokers, Employment Practices..., Claim, Claims Management, Liability, General Insurance, Umbrella Insurance, Excess, Risk Management..., Risk Financing, New Business Development, Insurance Brokerage, Directors & Officers..., Reinsurance, Health Insurance, Inland Marine, Surety Bonds, Liability Analysis, Fiduciary, Captives, Health Savings Accounts, Disability Insurance, Claim Investigation, Litigation Management, Employee Benefits, Financial Risk, Life Insurance, Subrogation, Property, Enterprise Risk..., Casualty Insurance
Education
San Francisco State University, College of Business 1989 — 1992
MBA, Business Administration
Insurance Institute of America 1987 — 1987
ARM, Associate Risk Management Designation
California Polytechnic State University-San Luis Obispo 1981 — 1983
BS, Business Administration, Marketing
Woodruff-Sawyer & Co January 2013 - Present
Clearpoint Financial February 2011 - January 2013
Associated Securities October 1999 - October 2010
Eagle Group 2000 - 2004
Northwestern Mutual Life January 1993 - January 1999
United States Air Force January 1986 - January 1993
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Financial Advisory, Employee Benefits, Pensions, Finance, Retirement Plan..., Insurance, Strategic Financial..., Series 63, Securities, Financial Planning, Series 6, Risk Management, Defined Benefit, Leadership, Business Planning, Management, Series 7, Due Diligence, ERISA, FINRA, Training, Asset Allocation, Investment Advisory, Small Business, Defined Contribution, Profit Sharing, Qualified Retirement..., Employer Guidance, Employee Advocate, Leading Financial Change, Financial Services, Strategic Planning, Strategy
Education
Kaplan University 2002 — 2004
Financial Planning and Services
Saint Leo University 1990 — 1993
Finance, Business
Woodruff-Sawyer & Co July 2013 - Present
Mercer June 1998 - July 2013
Skills
Employee Benefits, Account Management, Financial Modeling, Benefits Negotiation, Benefits Management, HR Consulting, Health Insurance, Benefits Design, Benefits Administration, Vendor Management, Affordable Care Act, Disability Insurance, Dental Insurance, Manage Client..., Underwriting, Health Savings Accounts, FMLA, Leave of Absence..., HR Policies, COBRA, Life Insurance, life i
Education
University of California, Berkeley 1996 — 1998
Economics
University of California, Berkeley 1994 — 1997
BA, Economics
Casa Grande High School 1988 — 1991
GE
Woodruff-Sawyer & Co January 2015 - Present
Woodruff-Sawyer & Co. July 2004 - Present
ProBusiness (subsequently acquired by ADP) June 1997 - June 2004
Pacific Mutual - PM Group 1995 - 1997
Employers Health Insurance 1992 - 1995
Lincoln National 1990 - 1992
Skills
International Benefits..., International Benefits, Mergers, Compliance, Employee Benefits, Consulting, Leadership, HRIS, Benefits Administration, Deferred Compensation, Employee Relations, Performance Management, Strategic Planning, Coaching, Employee Engagement, Human Resources, Insurance, Health Insurance, Change Management, Account Management, HR Consulting, Business Strategy, Process Improvement, Mergers & Acquisitions, Sales, Brokers, Disability Insurance, Underwriting, Commercial Insurance, Health Savings Accounts, Workers Compensation
Education
University of California, Los Angeles 1986 — 1990
BA
Woodruff-Sawyer & Co October 2014 - Present
International Fidelity Insurance Company January 2010 - August 2014
Skills
Invoicing, Data Entry, Customer Service, Surety Bonds, Insurance, Accounting, Communication, Accounts Receivable, Commercial Insurance, Microsoft Office, Microsoft Excel, Underwriting, Management, Documentation, PowerPoint, Risk Management, Notary Public, Office Administration, Employee Training, Accounts Payable, Multi-line Phone, Positive Work Dispostion, Adaptability, Flexibility, Property, A/R Collections, Licensing, Project Management, Document Imaging, Facilities Operations, Workers Compensation, Financial Analysis
Education
Diablo Valley College 2015 — 2017
Business Psychology, Industrial and Organizational Psychology
NASBP Surety School 2013 — 2013
Surety School Level I
Woodruff-Sawyer & Co February 2015 - Present
Skills
Employee Relations, HRIS, Benefits Administration, Benefits, Employee Benefits, Administration, 401k, Excel, Payroll, Negotiation, Customer Service, Microsoft Office, Budgeting, LOA, Workers Compensation, Microsoft Excel, Workforce Planning, Team Building, HR Policies, Finance, Performance Management, Management, Human Resources, Mergers & Acquisitions, Vendor Management, FMLA, Outlook, Insurance, Leadership Development, Policy, Compensation & Benefit, Training, Deferred Compensation, PeopleSoft, Budgets, New Hire Orientations, COBRA, Software Documentation, HR Consulting, ADP Payroll, Process Improvement, Interviews, Talent Acquisition, Onboarding, System Administration, Applicant Tracking..., Employee Engagement, Strategy, Outsourcing, Personnel Management
Education
Harvard University
Extension School Graduate Program, M.A, Anthropology, Musem Studies
Western Illinois University 1995 — 1998
M.A, English, 4.0
University of Texas at Dallas and KGSM 2002 — 2004
MBA, Business, 3.89
Travelers September 2014 - Present
Aon Risk Solutions September 2011 - September 2014
Woodruff-Sawyer & Co June 2007 - August 2011
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Professional Liability, D&O, Casualty, Employment Practices..., Brokers, Casualty Insurance, General Insurance, Insurance, Legal Liability, Liability, Reinsurance, Risk Management, Workers Compensation
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts (B.A.)
Woodruff-Sawyer & Co January 2015 - Present
Woodruff-Sawyer & Co May 2013 - January 2015
Bank of America January 2012 - May 2013
Lane Bryant April 2006 - August 2011
California State University, Stanislaus February 2010 - May 2011
Skills
Leadership, Time Management, Customer Service, Recruiting, Management, Training, Microsoft Office, Social Networking, Social Media, Coaching, Customer Satisfaction, Research, Organizational..., Project Management, Risk Management, Hiring, Employee Training, Sales Management, Project Planning, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Team Building, Human Resources, Operations Management, Oral & Written..., Interpersonal..., Public Speaking, Public Relations, Performance Management, Employee Relations, Marketing, Event Management, Interviews, Advertising, Marketing Communications, Banking, Retail, Account Management, Call Centers, Customer Retention, Data Entry, Event Planning, Leadership Development, Problem Solving, Fluent in Writing,..., Typing Speed: 60-70..., On-Boarding & New Hire...
Education
California State University-East Bay 2015 — 2016
Certificate, Human Resource Management
California State University-Stanislaus 2009 — 2011
Bachelor of Arts (B.A.), Communication Studies
Modesto Junior College 2005 — 2008
Associate of Arts (A.A.), Speech Communication
Bigcommerce October 2014 - Present
Transfield Services July 2013 - August 2014
Transfield Services January 2012 - July 2013
Transfield Services April 2009 - December 2011
GHD Pty Ltd July 2005 - April 2009
Woodruff-Sawyer & Co 2001 - 2003
Tree-Axis LLC 2000 - 2001
Mitsui & Co. Global Investment Ltd. 1998 - 2000
Skills
Business Process..., Strategy, Change Management, Management Consulting, Management, Program Management, Project Management, Leadership, Process Improvement, Strategic Planning, Business Planning, Mergers & Acquisitions, Risk Management, Business Transformation, Analysis, Team Management, Client Relationship..., Contract Management, Due Diligence, Strategy Development, Organizational..., Sun angling, Agile Project Management
Education
The University of British Columbia
Bachelor of Arts, International Relations
University of Sydney
Master, Environmental Law
Woodruff-Sawyer & Co April 2010 - Present
Mercer Insurance Group November 1999 - March 2010
Calco Insurance Brokers June 1995 - October 1999
Education
California State University-Long Beach 1986 — 1991
Bachelor of Arts (BA), Accounting and Business/Management
Woodruff-Sawyer & Co January 2015 - Present
Woodruff-Sawyer & Co January 2014 - Present
Woodruff-Sawyer & Co May 2012 - January 2014
Restoration Hardware June 2007 - January 2009
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Finance, Leadership, Insurance, Marketing, Sales, Social Media, Public Speaking, Photoshop, Analysis, Risk Management
Education
California State University-Chico 2007 — 2011
Bachelors, Finance
Vidality 2013 - Present
Woodruff-Sawyer & Co January 2012 - October 2012
Splunk, Inc September 2011 - January 2012
University of California, San Francisco Medical Center December 2007 - May 2008
Wildman, Harrold, Allen & Dixon LLP January 2007 - August 2007
Wildman, Harrold, Allen & Dixon LLP August 2006 - December 2006
Skills
Start-ups, Salesforce.com, Human Resources, Employee Benefits, Talent Acquisition, Applicant Tracking..., Recruiting, PeopleSoft, Employee Relations, Temporary Placement, Onboarding, Sourcing, Performance Management, Technical Recruiting, Benefits Negotiation, HRIS, College Recruiting, Internet Recruiting, Benefits Administration, Talent Management, Interviews, Employment Law, Cold Calling, Training
Education
Northwestern University
Bachelors of Arts, Psychology
San Francisco State University
Woodruff-Sawyer & Co October 2014 - Present
Woodruff-Sawyer & Co August 2013 - September 2014
Woodruff-Sawyer & Co November 2012 - July 2013
Interact Faith Magazine January 2012 - March 2012
Skills
Editing, HTML, CSS, JavaScript, Adobe Creative Suite, Microsoft Office, Microsoft Word, Outlook, Customer Service, Marketing
Education
University of Oregon 2011 — 2012
English
North Idaho College 2007 — 2009
General Studies
Post Falls High School 2003 — 2007
High School Diploma 2007
Woodruff-Sawyer & Co October 2010 - Present
Skills
Commercial Insurance, Directors & Officers..., Finance, Business Relationship..., Spanish-speaking, Management, Microsoft Word, Microsoft Excel, MIcrosoft Powerpoint, Microsoft Access, QuickBooks, Morningstar Direct, Microsoft Office, Spanish, Facebook, Instagram, Twitter, Analysis
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Archbishop Mitty High School 2001 — 2005
Diploma
Collective Health September 2015 - Present
Atlassian August 2014 - September 2015
Rocket Fuel Inc. April 2014 - August 2014
Rocket Fuel Inc. June 2013 - June 2014
Woodruff-Sawyer & Co April 2012 - June 2013
Corporate Executive Board March 2011 - April 2012
Corporate Executive Board May 2009 - February 2011
Corporate Executive Board January 2009 - May 2009
San Ramon Valley Unified School District September 2008 - January 2009
Skills
Human Resources, Training, Data Analysis, Project Management, Onboarding, HRIS, Public Speaking, Workday, Marketing, Salesforce.com, Management, Employee Benefits, Sales, Benefits Administration, Analysis, Employee Relations, ADP HRB, Strategic Planning, Process Improvement, Personnel Management, Analytics, Performance Management
Education
University of California, Davis
Bachelor of Science, Managerial Economics and Animal Science
UC Berkeley
Human Resources Certificate (in process), Human Resources
Monte Vista High School
Liberty Mutual Insurance July 2015 - Present
Woodruff-Sawyer & Co May 2012 - June 2015
BoatUS Insurance May 2010 - May 2012
Norcal Mutual Insurance Company August 2005 - August 2006
Skills
HTML, Mac OS X, Microsoft Office, Underwriting, Customer Service, Project Management, Negotiation, Sales, Team Building, Policy Analysis, Logistics, Adjusters, Insurance, Strategic Planning, Microsoft Excel, Liability, Risk Management, Analysis, Process Improvement, Property & Casualty..., Public Speaking, PowerPoint, Claim, Management, Program Management, Reinsurance, Commercial Insurance, Professional Liability, Leadership, Strategy, Financial Analysis
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
The Athens Centre, Greece 2008 — 2009
Language Certificate, Modern Greek Language
Living Stream Ministry, Anaheim 2006 — 2008
Nonprofit Management, Theology
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Cognitive Science
Momentous Insurance Brokerage, Inc. February 2008 - Present
Arthur J. Gallagher and Co. June 2004 - February 2008
Woodruff-Sawyer & Co September 2001 - June 2004
Skills
Commercial Entertainment
Education
Texas Woman's University 1975 — 1977
Master of Science (M.S.), Nutrition & Dietetics
The University of Texas at Austin 1969 — 1975
Bachelor of Science (B.S.), Nutrition Sciences
Woodruff-Sawyer & Co July 2012 - Present
EPIC September 2011 - July 2012
Heffernan Insurance Brokers July 2009 - September 2011
Willis August 2006 - July 2009
ATC Partners, LLC 2005 - 2006
Skills
Commercial Insurance, Professional Liability, Surety, Property & Casualty..., Brokers, Liability, Casualty, Risk Management, Financial Risk, Surety Bonds
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Arts (B.A.), European History
Woodruff-Sawyer & Co January 2014 - Present
Accuchex Insurance Services April 2012 - December 2013
The Hartford Insurance Company September 2011 - April 2012
MTM Property Management May 2011 - September 2011
San Diego County District Attorney's Office February 2007 - April 2010
Skills
Licensed Property &..., Microsoft Office, Marketing Communications, Public Relations, Disability Insurance, Property & Casualty..., Customer Retention, Account Management, Building Relationships, Relationship Management, Customer Satisfaction, Cold Calling, Sales, Customer Service, Salesforce.com, Employee Benefits, Call Center, Marketing, Insurance, Underwriting, Management, Small Business, Health Insurance, Training, Leadership, Workers Compensation, Professional Liability, Life Insurance
Education
Sonoma State University 2013 — 2013
Human Resource Management Certificate, Human Resources Management and Services
San Diego State University-California State University 2007 — 2009
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Grossmont College 2004 — 2006
Associate of Arts (A.A.), Communication and Media Studies
Woodruff-Sawyer & Co December 2014 - Present
LAPD Family Support Group July 2006 - Present
Surf City Insurance December 2012 - 2013
UnitedHealthcare November 2007 - August 2011
Johnson Clark HR Consulting October 2005 - November 2007
Johnson Caron Insurance Services 1999 - 2005
Comprehensive Insurance Services 1996 - 1999
Worldwide Investment Network 1993 - 1996
Akasaka Ortiz & Varela 1989 - 1992
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Health Savings Accounts, Brokers, Term Life Insurance, Long-term Care, Life Insurance, Claim, Underwriting, Medicare, Account Management, Strategic Planning, Sales Management, Healthcare, Group Medical, Customer Service, Training, Human Resources, Sales, Fixed Annuities
Education
UC Irvine, Extension 2014 — 2015
Certificate - Human Resource Management, Human Resources Management/Personnel Administration, General
Golden West College
Criminal Justice/Police Science
Woodruff-Sawyer & Co August 2012 - Present
Woodruff Sawyer & Co. May 2009 - September 2012
Wells Fargo Insurance Services April 2006 - May 2009
Whitecap Insurance Services June 2002 - April 2006
Accountmate Software September 2001 - May 2002
Lifescan Corporation, Johnson and Johnson January 1991 - April 1999
Compression Labs, Inc August 1989 - January 1991
Skills
Management, Employee Benefits, Recruiting, Troubleshooting, Process Improvement, Customer Service, Start-ups, Leadership, Training, Sales, Budgets, Marketing, New Business Development, Insurance
Education
University of California, Santa Cruz 1994 — 1995
West Valley College 1990 — 1991
Santa Rosa Junior College 1988 — 1989
The ABD Team July 2012 - Present
Wells Fargo Insurance Services October 2007 - July 2012
abd Insurance and Financial Services 2004 - 2007
Woodruff-Sawyer & Co 1997 - 2003
Aon Risk Services 1996 - 1997
Woodruff-Sawyer & Co 1987 - 1996
Edward Jacobs & Company 1984 - 1987
Deans & Homer 1978 - 1984
Skills
Property & Casualty..., Insurance, Risk Management, Account Management, Underwriting, Marketing, Brokers, Contract Negotiation, Negotiation, Commercial Lines
Education
Golden Gate University 1987 — 1989
Risk Management & Insurance
University of San Francisco 1975 — 1979
Bachelor of Science (BS), Biology
Mc Lane High School 1972 — 1975
Adapt Management (Formerly Redden Group) August 2012 - Present
Balihoo Inc August 2009 - August 2012
Woodruff-Sawyer & Co April 2006 - July 2008
Skills
Marketing Communications, Email Marketing, Social Media Marketing, Social Media, Account Management, Public Relations, Marketing, Online Advertising, Marketing Strategy, Integrated Marketing, Advertising, Lead Generation, Project Management, Event Planning, Internal Communications
Education
Golden Gate University 2006 — 2008
Master of Science, Integrated Marketing Communications
Carroll College 2001 — 2005
BA, Communications and Public Relations
Woodruff-Sawyer & Co July 2015 - Present
Woodruff-Sawyer & Co June 2014 - Present
Woodruff-Sawyer & Co May 2013 - May 2014
Academy of Art University May 2012 - April 2013
Il Fornaio September 2011 - May 2012
Hilton San Jose April 2011 - August 2011
Hilton San Jose July 2010 - August 2011
Skills
Event Management, Customer Service, Outlook, Time Management, Marketing, Customer Satisfaction, Management, Recruiting, Leadership, Sales
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science, Business Management
Presentation High School
Lockton Companies April 2014 - Present
Meritain Health 2013 - April 2014
Woodruff-Sawyer & Co February 2011 - January 2013
The BeneTex Group, Inc. January 2009 - March 2011
Meritain Health 2003 - 2009
Insurors of Texas 1998 - 2003
Cardinal Health 1997 - 1998
Baxter Healthcare (Cardio Systems) 1992 - 1997
Skills
Employee Benefits, Self-funded Health Plans, Healthcare, Pharmacy Benefit..., Consumer Driven..., Wellness Programs, Employee Engagement, Managed Care, Care Management, Disease Management, Data Analytics, Underwriting, Hospital Benefit..., 340b Pharmacy Programs, Benefits Technology, Human Resources..., Innovation, Creative Problem Solving, Cost Containment, Cost Savings Initiatives, Risk Management, Business Strategy, Compliance, Strategic Planning, Change Management, Performance Management, Marketing Strategy, Negotiation, Consultative Selling, Public Speaking, Mergers & Acquisitions, Employee Relations, Health Savings Accounts, Disruptive Change, Self-funded, Selling, Employee Wellness, Brokers, Health Insurance, Program Management, Human Resources, Sales, Insurance
Education
University of Cambridge 1990 — 1991
University of California, Santa Barbara 1985 — 1990
Woodruff-Sawyer & Co January 2014 - Present
Woodruff Sawyer October 2011 - December 2013
Woodruff Sawyer September 2008 - October 2011
ABD Insurance and Financial Services January 2005 - September 2008
Matsen Insurance Brokers June 2001 - December 2004
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, COBRA, Disability Insurance, Employee Relations, Health Savings Accounts, HRIS, Performance Management, Onboarding, Life Insurance, FMLA, Deferred Compensation, Legal Liability, Employment Practices..., Claim, Professional Liability, Casualty, Risk Management, D&O, Account Management, Liability, General Insurance
Education
Santa Rosa Jr. College
Sonoma State University
Woodruff-Sawyer & Co September 2008 - Present
AFIS Insurance Services January 2006 - September 2008
Blue Shield of California January 2001 - January 2006
Skills
Strategy, Business Development, Employee Benefits, Marketing Strategy, Communication Skills, Human Resources, Management
Education
University of Alaska Fairbanks
Bachelor's Degree
Woodruff-Sawyer & Co June 2004 - Present
American Subcontractors Assocation November 2013 - Present
United Contractors January 2012 - December 2013
Skills
Commercial Insurance, Property & Casualty..., Insurance, Workers Compensation, Professional Liability, Management, Underwriting, Legal Liability, Casualty, Brokers, Liability, D&O, Commercial Lines, Excess, Claims Management, Surety Bonds, Employment Practices..., Risk Management, Casualty Insurance
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
BS, Finance
San Francisco State University 2007 — 2009
MBA
Woodruff Sawyer & Co December 1999 - Present
Marsh & McLennan Companies, Inc. August 1998 - December 1999
Swett & Crawford August 1996 - July 1998
Education
San Francisco State University
BA
Woodruff-Sawyer & Co October 2014 - Present
Skills
Insurance, Risk Management, Risk, Underwriting, Liability, Workers Compensation, Account Management, Casualty, General Liability, Commercial Insurance, Property & Casualty..., Brokers, General Insurance, Commercial Lines, Umbrella Insurance, Excess, Relationship Management, Financial Analysis, Real Estate, Liability Analysis, Legal Liability, Financial Risk, Investments, Captives, Employment Practices..., D&O, Reinsurance, Professional Liability, Casualty Insurance
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
MBA, Finance
University of California, Berkeley 1984 — 1988
BA, Social Sciences
Loyola High School 1980 — 1984
Woodruff-Sawyer & Co March 2015 - Present
Lander & Rogers January 2011 - December 2014
QBE European Operations October 2011 - July 2012
Australian Securities and Investments Commission (ASIC) January 2009 - December 2010
Skills
Insurance Law, Legal Advice, Insurance, Professional Liability, Claims Management, Liability, Claim, Directors & Officers..., People-oriented, Leadership, Indemnity, Courts, Employment Practices..., Cyber
Education
The University of Queensland 2003 — 2008
Bachelor of Economics/Laws (Hons)
Københavns Universitet 2007 — 2007
Bachelor of Laws (student exchange - 1 semester)
Trina Solar May 2013 - October 2014
Seoul Metropolitan Government August 2010 - August 2012
Woodruff-Sawyer & Co July 2007 - August 2010
WorkMetro November 2006 - July 2007
Google June 2005 - June 2006
Skills
HTML, Social Media, Online Advertising, Commitment to Customer..., Technical Support, Teaching, Employee Training, CRM databases, Microsoft Office, Microsoft PowerPoint, Microsoft Word, D&O Insurance, Compliance, Knowledge Base, FAQ, User Experience, Customer Service..., Customer Service, Directors & Officers..., Telnet, Microsoft Excel, WordPress, Event Management, Marketing, Account Management, PowerPoint, Project Management, Sales, Start-ups, Marketing Strategy
Education
San Jose State University 1999 — 2004
Bachelor of Science (BS), Business Administration and Management
Woodruff-Sawyer & Co May 2013 - Present
World Federation Insurance Intermediaries (WFII) 2012 - Present
Professional Agencies Reinsurance, Ltd 2006 - Present
Assurex Global Reinsurance Ltd. 2008 - Present
LOAR Ltd. (Lloyds of London) 2011 - Present
Woodruff-Sawyer & Co 1976 - May 2013
Woodruff-Sawyer 1995 - 2008
Skills
D&O, Property & Casualty..., Professional Liability, Commercial Insurance, Insurance, Brokers, Underwriting, Legal Liability, Workers Compensation, Casualty, Liability, Risk Management, Claim, Health Insurance, General Insurance, Employee Benefits, Commercial Lines, Employment Practices..., Umbrella Insurance, Mergers & Acquisitions, Directors & Officers..., Risk Management..., Enterprise Risk..., Financial Risk, Disability Insurance, Health Savings Accounts, Claims Management, Litigation Management, Captives, Liability Analysis, Reinsurance, Excess, Life Insurance, Insurance Brokerage, Strategic Leadership, Inland Marine, Financial Institutions, International Relations, Product Liability, Organizational..., Term Life Insurance, Insurance Law, Errors & Omissions, Health Care Reform
Education
Thunderbird School of Global Management 1968 — 1969
Master in Foreign Trade, International
University of California, Santa Barbara 1965 — 1967
Bachelor of Arts (BA), Political Science and Government
University of Southern California
Masters in Foreign Affairs
Woodruff-Sawyer & Co April 2014 - Present
Marsh & McLennan October 2001 - April 2014
Semtor, Inc. 2000 - 2001
Cambridge Technology Partners - Miami,FL 1993 - 2000
Skills
Healthcare Industry, Technology, Operations Management, Client Development, Risk Management, Leadership, Business Development, Brokers, CRM, Casualty, Claim, Commercial Insurance, Enterprise Risk..., Executive Management, Financial Risk, General Insurance, Health Insurance, Insurance, Legal Liability, Liability, Management, Marketing Strategy, Sales, Professional Liability, Recruiting, Property & Casualty..., Strategy, Underwriting, Executive Presentation...
Education
University of Florida
B.S., Telecommunications
Florida Atlantic University
Master of Arts (M.A.), Psychology
Eckerd College
Woodruff-Sawyer & Co March 2015 - Present
PRIME Paris Region International Mission Enterprise March 2014 - August 2014
Khalil & Kane July 2013 - August 2013
Boston University Finance and Investment Club September 2011 - May 2012
Education
Boston University 2011 — 2014
BSBA, School of Management
International High School of San Francisco 2007 — 2011
Woodruff-Sawyer & Co June 1995 - Present
St. Paul Ins. Co. August 1993 - June 1995
Seaboard Surety Company June 1982 - August 1993
Skills
Professional Liability, Insurance, Brokers, Casualty, Employment Practices..., Risk Management, Commercial Insurance, Surety Bonds, Underwriting, Liability, Workers Compensation
Education
Miami University 1975 — 1979
Bachelor of Science (B.S.), Finance, General
Woodruff-Sawyer & Co August 2012 - Present
EHDD Architecture August 2011 - March 2012
BlackRock October 2010 - March 2011
RS Investments March 2010 - October 2010
Reed Smith LLP April 2006 - December 2008
Dickstein Shapiro LLP June 2005 - April 2006
RS Investments July 2003 - March 2005
Skills
Salesforce.com, Marketing, Business Development, Marketing Communications, CRM, Market Research, Public Relations, Strategy, Management, Proposal Writing, Lead Generation, Event Planning, Project Management, Analysis, New Business Development
Education
Rice University
BA, Economics and Managerial Studies
TCS Insurance Agency, Inc. August 2014 - Present
Woodruff-Sawyer & Co August 2012 - July 2014
Richter Insurance July 1986 - August 2012
Richter Insurance July 1986 - August 2012
Fort Point Insurance January 2009 - July 2012
Equity Risk Partners December 2001 - July 2012
ISU Insurance Services of San Francisco January 2012 - June 2012
Skills
Succession Planning, Insurance, Long Term Care Insurance, Strategy, Disability Insurance, Underwriting, Employee Benefits, Finance, Portfolio Management, Professional Liability, Brokers, D&O, Health Insurance, General Insurance, Risk Management, Property & Casualty..., Life Insurance, Long-term Care, Retirement
Education
University of California, Berkeley 1981 — 1986
Economics
The American College 1991 — 1992
CLU, ChFC, Life Insurance
Pandora September 2014 - Present
Woodruff-Sawyer & Co December 2013 - September 2014
Woodruff-Sawyer & Co September 2012 - December 2013
Woodruff-Sawyer & Co June 2012 - September 2012
BTS USA August 2011 - November 2011
Disability Resource Center August 2007 - May 2011
ZonaZoo Crew August 2007 - May 2011
Martinez Event Center May 2010 - August 2010
Skills
Event Planning, Customer Service, Social Media, Public Relations, Microsoft Office, Time Management, Office Management, Catering, Public Speaking, Catering Sales, Marketing, Leadership Development, Team Leadership, Personal Development, Punctual, Outgoing, Management, Microsoft Excel, Social Networking
Education
University of Arizona 2007 — 2011
BA, Communications & Marketing
Bond University 2010 — 2010
Communications and Public Relations
Carondelet High School (2003 2003 — 2007
Woodruff-Sawyer & Co December 2014 - Present
Marsh January 2011 - November 2014
Marsh & McLennan Companies, Inc. July 2009 - December 2010
Arthur J. Gallagher June 2007 - August 2007
Knightsbridge Advisors, Inc. 2006 - 2007
Skills
Retirement Planning, Insurance, Commercial Insurance, Property & Casualty..., Risk Management, Liability, Financial Risk, Brokers, Legal Liability, Casualty, Workers Compensation, D&O, Professional Liability, General Insurance, Employee Benefits, Portfolio Management, Underwriting, Reinsurance, Captives, Employment Practices..., Casualty Insurance
Education
University of California, Berkeley 2005 — 2009
BA, Political Economies of Industrial Societies
Villa Park High School 2001 — 2005
Woodruff-Sawyer & Co December 2014 - June 2015
Woodruff-Sawyer & Co October 2013 - December 2014
Hyatt Regency 2010 - 2013
Nestlé Nespresso January 2012 - June 2012
Coffee Bean International / Specialty Coffee by Farmer Brothers November 2010 - August 2011
City of Coronado June 2009 - December 2009
Skills
Sales, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Food & Beverage, Community Outreach, Retail, Hospitality, Data Entry, Leadership, Event Planning, Employee Benefits
Education
San Diego State University-California State University 2007 — 2011
BA, Psychology
Loara High School 2003 — 2007
High School Diploma, Honors/International Baccalaureate
Woodruff-Sawyer & Co January 2015 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2011 - January 2015
ArlenGroup June 2010 - June 2011
City of Oakland October 2002 - June 2010
Thunder Road Adolescent Treatment Center January 2001 - November 2003
Skills
Employee Benefits, Insurance, Employee Relations, Health Insurance, Human Resources, Benefits Administration, Underwriting, Deferred Compensation, Customer Service, Performance Management, Strategic Planning, Account Management, Public Speaking, Negotiation, Certified Self Funding..., Risk Management, Claim, Brokers, New Hire Orientations, COBRA, Payroll, Workers Compensation, Training, Life Insurance, Term Life Insurance, Recruiting, Consulting, Market Research, HRIS, 401k, Long-term Care, Flexible Spending..., FMLA, Health Savings Accounts
Education
California State University-Hayward 2004 — 2008
Bachelors of Science, Geography
Massey University 2006 — 2006
Geography
Woodruff-Sawyer & Co August 2015 - Present
Benefitter June 2013 - June 2015
Blue Shield of California July 2012 - April 2013
Blue Shield of California June 2011 - July 2012
Anthem Blue Cross October 2009 - June 2011
Anthem Blue Cross July 2007 - October 2009
Blue Cross of California July 2006 - July 2007
Blue Cross of California August 2002 - July 2006
Blue Cross of California August 2000 - August 2002
Skills
Health Insurance, Managed Care, Employee Benefits, Health Savings Accounts, Insurance, Account Management, Strategic Planning, Healthcare, Sales, New Business Development, Process Improvement, CRM, Disability Insurance, Strategy, Brokers, Leadership, COBRA, Management, Executive Management, Medicare, Sales Management
Education
University of La Verne 1997 — 1999
MA, Education
University of California, Santa Barbara 1993 — 1996
BA, Communication
Willis August 2015 - Present
Woodruff-Sawyer & Co June 2014 - August 2015
Willis of Massachusetts, Inc. June 2010 - May 2014
Unum June 2007 - June 2010
Skills
Health Insurance, Strategic Planning, Data Analysis, Project Management, Sales, Marketing Strategy, Employee Benefits, Brokers, Insurance, Account Management, Management, Term Life Insurance
Education
Miami University 2003 — 2007
Strategic Communication & Marketing
Woodruff-Sawyer & Co November 2012 - Present
Incentives Plus January 2011 - November 2012
Goetz Design August 2006 - September 2010
The East Bay Monthly 2009 - 2010
Skills
PowerPoint, Microsoft Excel, Photoshop, Event Planning, Social Media, Social Media Marketing, Event Management, Social Networking, Pinterest, Professional Writing, Graphic Design, Adobe Creative Suite, InDesign, Microsoft Publisher, Online Advertising, Facebook, Direct Mail, Layout, Copywriting, Customer Service, Account Management, Advertising, Blogging, Illustration, Web Design, Marketing, Creative Writing, Online Marketing, Email Marketing, Logo Design
Education
UC Santa Barbara 2005 — 2008
B.A., Psychology, 4.0
Sterling Administration May 2015 - Present
Woodruff-Sawyer & Co March 2010 - December 2013
Board member, Catholic CharitiesCYO, San Francisco 2007 - 2013
KDOW 1220 AM January 2012 - December 2012
Wells Fargo Insurance Services 2004 - May 2009
Marsh April 1996 - April 2004
Skills
Auditing, Consultative Problem..., Critical Thinking, Employee Benefits, Strategic Thinking, Problem Solving, Negotiation, Healthcare, Leadership, Disability Insurance, Insurance, Public Speaking, Sales, Brokers, Underwriting, Life Insurance, Salesforce.com, Human Resources, Management, Workers Compensation, Health Insurance, Professional Liability, Benefits Administration, Strategic Planning, Training, Risk Management, Property & Casualty..., Account Management, Commercial Insurance, Team Building, Policy, Legal Liability, Claim, Performance Management, Liability, Casualty, Organizational..., Employee Relations, Executive Management, Employee Wellness, Leadership Development, Mergers & Acquisitions, Analysis, Customer Retention, D&O, Sales Management, Strategy, Consulting, Business Strategy
Education
University of California, Santa Barbara 1976 — 1979
Social Sciences, History, Sociology
Canada College 1974 — 1976
Associate in Arts, Social Sciences
Carlmont High School 1970 — 1974
High School Diploma
Woodruff-Sawyer & Co January 2015 - Present
Procovery Risk Consulting, Inc June 2005 - December 2014
Marsh June 2000 - June 2005
FM Global June 1990 - June 2000
Skills
Risk Assessment, Property & Casualty..., Enterprise Risk..., Risk Management, Program Management, Business Continuity, Emergency Management, Insurance, Supply Chain Risk..., Earthquake, Natural Hazards, Catastrophe Modeling, Windstorm, Business Interruption, Disaster Recovery, Business Impact Analysis, SCRM, Business Continuity..., Inspection, Risk Analysis, Risk Management..., Supply Chain, Security
Education
Colorado State University 1986 — 1990
BS, Mechanical Engineering
Woodruff-Sawyer & Co June 2015 - Present
Berthel Fisher & Company Financial Services, Inc. March 2014 - May 2015
Boba Tea House September 2010 - May 2015
Follet College Stores Corporation August 2012 - October 2012
Crazy Sushi Restaurant April 2010 - September 2010
Skills
Customer Service, Retail, Marketing, Microsoft Word, Advertising, Sales, Accounting, Analysis, Finance, Microsoft Office, Microsoft Excel, Team Leadership, Leadership, PowerPoint, Teamwork, Public Speaking
Education
California State University-Sacramento 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Woodruff-Sawyer & Co January 2015 - Present
Woodruff-Sawyer & Co March 2014 - Present
Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt LLP November 2011 - March 2014
Jobspring Partners May 2011 - September 2011
Skills
Microsoft Excel, Social Networking, Social Media, Microsoft Office, Public Speaking
Education
UC Berkeley 2006 — 2011
Legal Studies
Woodruff-Sawyer & Co May 2012 - Present
Wells Fargo Insurance Services September 1997 - May 2012
American Fidelity Educational Services 1992 - 1995
Skills
Marketing Communications, Internal Communications, Benefits Communication, Newsletters, Employee Surveys, Public Relations, Marketing, Leadership, Brokers, Insurance, Health Insurance, Disability Insurance, Press Releases, Management
Education
International Foundation of Employee Benefit Plans 1999 — 2001
Certified Employee Benefits Specialist (CEBS)
UC Berkeley
Bachelor of Arts, Political Science
Deep Blue Consulting, Inc dba Deep Blue Insurance Agency August 2014 - Present
Woodruff-Sawyer & Co June 2011 - August 2014
Digital Insurance June 2008 - June 2011
eHealthInsurance July 2000 - December 2004
eHealth Insurance September 2001 - August 2002
eHealth Insurance July 2000 - September 2001
STAN EISNER JR., INSURANCE AGENCY July 1998 - July 2000
SCANAVINO INSURANCE AGENCY April 1995 - July 1998
Education
CALIFORNIA REAL ESTATE
Folsom Lake College
AD Bankers
California State University of Sacramento
2007 BACHELOR OF ARTS; ASSOCIATES, PSYCHOLOGY
California State University-Sacramento
Bachelors, Psychology
Chamberlin Real Estate School
IEA
New Horizons Computer Learning Center
OF BACHELOR OF SCIENCE, BIOLOGY
Western New Mexico University
Woodruff-Sawyer & Co March 2012 - Present
PING 2011 - Present
Fairway Corporation April 1988 - November 2011
RJR Nabisco July 1984 - March 1988
Skills
Insurance, Property & Casualty..., Workers Compensation, Commercial Insurance, Employment Practices..., Employee Benefits, D&O, Casualty, Professional Liability, Legal Liability, Negotiation, Excess, Liability, Disability Insurance, Newsletters, Umbrella Insurance, Leadership, Underwriting, Mergers & Acquisitions, Account Management, Commercial Lines, Life Insurance, Liability Analysis, Claim, Health Insurance, New Business Development, Sales, Marketing, Team Building, Golf, Small Business, Risk Management, Casualty Insurance
Education
San Diego State University-California State University 1979 — 1983
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
LinkedIn January 2015 - Present
Box February 2014 - December 2014
Woodruff-Sawyer & Co August 2012 - February 2014
Wildfire Interactive, Inc. September 2011 - August 2012
West Coast Consulting January 2011 - June 2011
Starbucks Coffee Company March 2008 - March 2011
Kwan Wo Ironworks June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Intacct, Zuora, Salesforce.com, QuickBooks, ADP Payroll, Analysis, Accounts Receivable, Budgets, Customer Service, Management, Microsoft Office, PowerPoint, Social Media, Accounting, Sales
Education
University of California, Irvine 2007 — 2011
B.S., Economics
HKUST Business School 2009 — 2009
EAP, Business Management
Deep Blue insurance Agency August 2014 - Present
Woodruff-Sawyer & Co June 2011 - August 2014
Digital Insurance June 2008 - June 2011
United States August 2002 - December 2004
eHealth Insurance September 2001 - August 2002
eHealth Insurance July 2000 - September 2001
STAN EISNER JR., INSURANCE AGENCY July 1998 - July 2000
SCANAVINO INSURANCE AGENCY April 1995 - July 1998
Skills
Human Resources, Healthcare, Insurance, Employee Benefits, SEO, Health Care Reform, Training, Sales, Health Insurance, Marketing, CRM, Management, Brokers, Customer Service, Team Leadership, Account Management, Life Insurance
Education
CALIFORNIA REAL ESTATE
New Horizons Computer Learning Center 2000 — 2001
Bachelor of Arts (B.A.), Psychology
Folsom Lake College
AD Bankers
California State University of Sacramento
2007 BACHELOR OF ARTS; ASSOCIATES, PSYCHOLOGY
Chamberlin Real Estate School
IEA
Western New Mexico University
Woodruff-Sawyer & Co October 2015 - Present
Collective Health, Inc. March 2015 - September 2015
Blue Shield of California August 2012 - February 2015
CIGNA Healthcare January 2005 - August 2012
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Health Savings Accounts, Disability Insurance, Life Insurance, Management, Underwriting
Education
St. Mary's College of California 1999 — 2003
Bachelor of Arts, Communication
Justin-Siena
Woodruff-Sawyer & Co August 2014 - Present
Emerging Blue 2013 - August 2014
Cibo 2010 - 2012
World Affairs Council of Northern California 2006 - 2010
Skills
Graphic Design, Illustration, Fine Art, HTML, CSS3, AS3, Adobe Creative Suite, Layout, Graphics, Web Design, Flash, Vector Illustration, Photoshop, Mac, After Effects, Posters, WordPress, Branding, Digital Illustration, Brochures, Image Manipulation, Catalogs, Packaging, CSS, Motion Graphics, Photography, Pre-press, Art, Drawing, Dreamweaver, InDesign, Illustrator, Logo Design, Typography, ActionScript, Brand Development, Adobe Acrobat, Art Direction, Concept Design, Newsletters, User Interface Design, Book Design, Visual Communication, Creative Direction, Concept Development, Animation, Corporate Identity, Flyers, Banners, Stationery
Education
Academy of Art University 2006 — 2010
Computer Arts New Media, Graphic Design, Fine Arts
Woodruff-Sawyer & Co August 2015 - Present
Lockton Companies March 2015 - July 2015
Marsh & McLennan Companies, Inc. December 2007 - March 2015
Nickie Heath Insurance March 2009 - December 2009
State Farm Insurance July 2000 - May 2007
Skills
Property & Casualty..., Middle Market, Commercial Insurance, Negotiation, Building Relationships, Marketing Strategy, Liability, Workers Compensation, Automobile Liability, Personal lines, Peer-to-peer, Customer Service, Team Building, Team Leadership, New Business Development, Sales Operations, Coaching, Training, Life Science Industry
Education
Augustana College (SD)
Woodruff-Sawyer & Co July 2013 - Present
FCS Modular LLC (Startup JV) January 2013 - June 2013
Skanska USA Building Inc. January 2009 - January 2013
Skills
Administrative..., Recruiting, Employee Relations, Office Management, Management, Onboarding, Payroll, Talent Management, Microsoft Excel, Training, Interviews, Microsoft Office, Microsoft Word, Spreadsheets, Leadership, Office Administration, Project Management, Targeted Selection..., College Recruiting, JD Edwards, Rapidox, HRIS Database Management, HRIS, Employee Benefits, Benefits Administration, Employee Training, Performance Management, Wellness Coaching, Employee Engagement, Human Resources, New Hire Orientations, Outlook, Administrative...
Education
Golden Gate University 2013 — 2015
Master of Business Administration (M.B.A.), Human Resource Management
CUNY College of Staten Island 2005 — 2009
Bachelor's Degree, Psychology, 3.6
Grace Dodge V.H.S 2000 — 2004
CNA Insurance February 2015 - Present
Dealey, Renton & Associates April 2006 - December 2014
Woodruff-Sawyer & Co 2005 - 2005
Marsh 2003 - 2005
Morgan Stanley 2001 - 2002
OffRoad Capital 1999 - 2000
TD Ameritrade 1995 - 1999
Skills
Underwriting, Liability, Insurance, Fiduciary, Project Management
Education
Humboldt State University
B.S., Business Finance
Alliant Insurance Services July 2015 - Present
Gensler June 2014 - July 2015
Woodruff-Sawyer & Co October 2010 - June 2014
Skills
Insurance, Employee Benefits, Account Management, Management, Analysis, Project Management, Health Insurance, Customer Service, Outlook, Strategic Planning, Marketing, Program Management, Research, Leadership, New Business Development
Education
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), Economics
Woodruff-Sawyer & Co July 2014 - Present
Lockton Companies May 2007 - July 2014
Mercer Health & Benefits 2002 - 2007
The Kooper Group 1997 - 2002
Aetna Health Plans 1995 - 1997
Skills
Employee Benefits, Healthcare, Health Savings Accounts, Insurance, Health Insurance, Disability Insurance, Property & Casualty..., Benefits Administration, Underwriting, Claims Management, Brokers, Workers Compensation, Wellness, Leadership, Health Care Reform, Process Improvement, Defined Benefit, Managed Care, Life Insurance, Reinsurance, COBRA, Claim, Liability, Executive Pay, Commercial Insurance
Education
Mount Saint Mary's University 1991 — 1995
Bachel of Science, Business & Finance
Mount St. Mary's University 1991 — 1995
Bachelor’s Degree, Business & Finance
Woodruff-Sawyer & Co July 2015 - Present
Marsh & McLennan Companies April 2015 - July 2015
Marsh & McLennan Companies, Inc. January 2014 - July 2015
Marsh & McLennan Companies, Inc. January 2013 - December 2013
Aon Risk Solutions March 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Property & Casualty..., Public Speaking, Customer Service, Commercial Insurance, Leadership, Financial Analysis, Microsoft Word, Insurance, Marketing, Event Management, Outlook, Health Insurance, CRM, Time Management, Marketing Strategy, Teamwork, New Business Development, Sales, Event Planning, Microsoft Office, Risk Management, Social Networking, Management, Data Analysis, Social Media, Facebook, Customer Satisfaction, Professional Liability, Public Relations, Account Management, Social Media Marketing, Strategic Planning
Education
The National Alliance
Certified Insurance Counselor (CIC)
The National Alliance
Certified Risk Manager (CRM)
Florida State University 2007 — 2011
Bachelors, Risk Management and Insurance
National Alliance
University Associate Certified Insurance Counselor (UACIC)
The National Alliance
University Associate Certified Risk Manager (UACRM)
Woodruff-Sawyer & Co July 2013 - Present
Woodruff-Sawyer & Co January 2012 - July 2013
Woodruff-Sawyer & Co February 2008 - January 2012
The UPS Store 1999 - 2006
Skills
Notary Public, Document Imaging, Office Services, Microsoft Office, Equipment Management, Print Production, Document Management, Data Entry, Insurance, Customer Service, Brokers, Property & Casualty..., Commercial Insurance
Education
Los Medanos College 2005 — 2006
General Education
Liberty Adult School 2002 — 2002
High School Diploma
Castro Valley High 1993 — 1996
Arthur J. Gallagher & Co. March 2015 - Present
Woodruff-Sawyer & Co October 2012 - March 2015
SullivanCurtisMonroe October 1993 - October 2012
CIGNA Healthcare May 1990 - October 1993
Skills
Employee Benefits, Health Care Reform, Health Insurance, Disability Insurance, New Business Development, Benefits Administration, Health Savings Accounts, Insurance, Brokers
Education
California State University-Los Angeles 1987 — 1990
Bachelor of Science, Business/Maketing
California State University-Los Angeles 1986 — 1990
Bachelor or Science in Business Administration - Marketing
Woodruff-Sawyer & Co January 2014 - Present
Woodruff-Sawyer & Co January 2013 - December 2013
Woodruff-Sawyer & Co January 2012 - December 2012
Woodruff-Sawyer & Co February 2011 - December 2011
Skills
Commercial Insurance, Underwriting, Professional Liability, Health Insurance, Insurance, Brokers, Legal Liability, Property & Casualty..., Workers Compensation, Liability, Casualty, Commercial Lines, General Insurance, Employment Practices..., Umbrella Insurance, Casualty Insurance, D&O
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (BS), Business Administration and Management, General
San Diego State University-California State University 2005 — 2010
Bachelor of Arts (BA), Psychology
Modis May 2015 - Present
Blurb May 2014 - September 2014
Woodruff-Sawyer & Co October 2013 - February 2014
Minted November 2011 - June 2013
Skills
Technical Recruiting, Recruiting, Customer Satisfaction, Team Building, Zendesk, Microsoft Office, Professional Phone..., Customer Service, Team Leadership, Salesforce.com, Customer Retention, Inventory Management, Event Management, Management, Corporate Communications, Employee Training, Public Speaking, Team Management, Data Entry, Phone Etiquette, InDesign, Outlook, Outstanding..., Time Management, Sales, Community Outreach, Telephone Skills
Education
SFSU 2005 — 2011
Bachelor of Arts (B.A.), Business/Corporate Communications
Mars Petcare August 2015 - Present
Mars Petcare August 2014 - August 2015
Mars August 2013 - August 2014
University of Michigan Ross School of Business September 2011 - May 2013
Ford Motor Company May 2012 - August 2012
Philips March 2012 - April 2012
Woodruff-Sawyer & Co February 2008 - August 2011
Skills
Competitive Analysis, Marketing Strategy, Business Strategy, Oral & Written..., Data Analysis, Strategy, Analysis, Marketing, Risk Management, Email Marketing, Finance, Cross-functional Team..., Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Harvard University 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
Contra Costa Regional Medical Center July 2012 - Present
Woodruff Sawyer & Co May 2011 - August 2011
Sutter Solano Medical Center November 2001 - May 2009
Skills
Workers Compensation, Benefits Administration, Disability Management, Employee Relations, Employee Benefits, Benefits, Insurance, Compliance, Healthcare, Customer Service, FMLA, Word, PowerPoint, Outlook, Customer Relations, Excel, Negotiation, COBRA, Employment Law, Coaching, Documentation, Microsoft Office, Health Insurance, HR Policies, Team Building, Labor Relations, Problem Solving, Leadership Development, HRIS, Process Improvement, Auditing
Education
Solano Community College 2002 — 2009
AS, Management
Woodruff-Sawyer & Co August 2013 - Present
Mark B. Bazalgette, M.D., Inc December 2000 - April 2012
Prima Medical Foundation September 2011 - October 2011
Longs Drugs September 1997 - December 2000
Brown-Forman February 1995 - November 1997
Skills
Superior Work Ethic, Highly Organized &..., Loyal, High Sense Of Urgency, Highly detail oriented, Multi Tasking, Management, Customer Service, System Administration, HIPAA, Accounting
Education
Novato High School
Diploma, College Prep
Santa Rosa Junior College
Graphic Design
Woodruff-Sawyer & Co June 2014 - Present
Standard Insurance Company June 2007 - April 2014
American Fidelity June 2002 - June 2007
Custom View Windows May 1991 - August 1998
Skills
Insurance, Employee Benefits, Benefits, Strategic Planning, Customer Relations, Public Speaking, New Business Development, Consultative Selling, Contract Negotiation, Disability Insurance, Group Benefits, Health Insurance, Problem Solving, Selling, Customer Service, Sales Management, Account Management, Team Building, Marketing, Management, Sales
Education
San Francisco State University 2001 — 2002
BA, Political Science
University of Arizona 1988 — 1992
Bachelor of Arts (BA), Political Science
Woodruff-Sawyer & Co August 2015 - Present
Time Inc. (Sunset Magazine) April 2012 - August 2015
Expedia (Classic Vacations) September 2010 - April 2012
The Paul Merage School of Business at UC Irvine September 2008 - June 2010
Pacific Gas & Electric June 2009 - September 2009
Blue Shield of California February 2005 - April 2008
Skills
Marketing Strategy, Competitive Analysis, Program Management, Direct Marketing, Cross-functional Team..., Marketing Communications, Strategic Planning, Marketing, Business Development, Process Improvement, Integrated Marketing, Budgets, Project Management, Facebook, Analytics, Analysis, Negotiation, Internal Communications, Management, Business Analysis, Email Marketing, Customer Insight, Management Consulting, Leadership, Strategy, Business Strategy, Market Research, Creative Direction
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, Davis 2000 — 2004
BA, International Business and Psychology
Woodruff-Sawyer & Co January 2014 - Present
Woodruff-Sawyer & Co January 2010 - December 2013
Woodruff-Sawyer & Co October 2007 - December 2010
Aon Risk Services June 2002 - September 2006
Skills
D&O, Employment Practices..., Commercial Insurance, Property & Casualty..., Professional Liability, Directors & Officers..., Underwriting, Liability, Legal Liability, Brokers, General Insurance, Casualty, Insurance, Workers Compensation, Excess, Claim, Commercial Lines, Umbrella Insurance
Education
University of California, San Diego 1999 — 2003
Bachelor's degree
University of California, San Diego 1998 — 2002
Bachelor of Arts (B.A.), History
Woodruff-Sawyer & Co August 2015 - Present
Aon April 2007 - August 2015
Marsh July 1999 - April 2007
Sedgwick July 1988 - July 1999
Skills
Professional Liability, Underwriting, Liability, Insurance, Property & Casualty..., Brokers, Commercial Insurance
Education
The University of Georgia 1984 — 1988
BBA, Risk Management and Insurance
Woodruff-Sawyer & Co January 2014 - Present
Woodruff-Sawyer & Co. July 2012 - December 2013
Woodruff-Sawyer & Co March 2011 - June 2012
Woodruff-Sawyer & Co January 2010 - March 2011
Woodruff-Sawyer & Co July 2008 - January 2010
Woodruff-Sawyer & Co July 2007 - June 2008
Woodruff-Sawyer & Co April 2006 - June 2007
Education
Santa Clara University 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Woodruff-Sawyer & Co April 2014 - Present
Insperity July 2011 - April 2014
Woodside Financial Advisors February 2009 - August 2011
The Online 401(k) August 2006 - December 2008
Wells Fargo 2004 - 2006
Skills
401k, Retirement, Employee Benefits, Customer Retention, Equities, Relationship Management, CRM, Pensions, ERISA, Defined Benefit, Mutual Funds, Retirement Planning, Benefits Administration, Investments
Education
Idaho State University
Woodruff-Sawyer & Co May 2014 - Present
Padowan Family Vineyards August 2009 - Present
Wells Fargo Insurance Services May 2011 - May 2014
Mercer August 2006 - May 2011
Mercer Human Resource Consutling 2006 - May 2011
Mercer Health & Benefits 2006 - May 2011
UnitedHealth Group 1994 - 2000
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Underwriting, Benefits Administration, New Business Development, Brokers, Management, Selling, Workers Compensation, Health Savings Accounts, 401k, ERISA, Term Life Insurance, Account Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
CEBS
Southeast Missouri State University 1988 — 1993
B.S., Mass Communications, Public Relations
Dolby Laboratories November 2014 - Present
Woodruff-Sawyer & Co December 2013 - November 2014
Aon Hewitt April 2009 - November 2013
Aon Consulting July 2007 - April 2009
LifeScan, Inc., a Johnson & Johnson company May 2006 - August 2006
Skills
Employee Benefits, Global Benefits, Global Mobility, Multinational Pooling, Healthcare, Data Analysis, Marketing, Training, Health, Benefits, Management, Process Improvement, Insurance, Program Management, Customer Service, Strategy, Leadership, Health Insurance
Education
University of California, Berkeley 2003 — 2007
Københavns Universitet / University of Copenhagen 2005 — 2005
Woodruff-Sawyer & Co February 2015 - Present
Willis January 2013 - January 2015
Willis May 2010 - December 2012
Commodore Insurance Services July 2005 - April 2010
Skills
Insurance, Microsoft Office, Property & Casualty..., Microsoft Excel, Financial Analysis, Liability, Customer Service, Account Management, Sales, Employee Benefits, Commercial Insurance, Brokers, Workers Compensation, General Insurance, Health Insurance, Professional Liability
Education
Gonzaga University 1998 — 2003
Bachelor of Arts (B.A.), History / Political Science
San Francisco State University 2004 — 2007
MA, History
Bishop O'Dowd High School 1994 — 1998
Hays Companies January 2009 - Present
Woodruff-Sawyer & Co August 2005 - July 2008
Zurich North America 2001 - May 2005
Zurich 1985 - 2005
Zurich North America 1998 - 2001
Zurich North America 1994 - 1998
Fidelity Deposit Co of MD 1992 - 1994
Skills
Professional Liability, D&O, Fiduciary Liability, Financial Institutions, Employment Practices..., Insurance, Underwriting, Brokers, Casualty, Commercial Lines, Fiduciary, Legal Liability, Property & Casualty..., Liability, Commercial Insurance, Analysis, Bonds, Directors, E, Enterprise Risk..., Financial Risk, General Insurance, Insurance Brokerage, Leadership, Liability Analysis, Litigation Management, Management, Risk Management..., Surety, Claims Management, Financial Services, Risk Management, Casualty Insurance
Education
University of California, Berkeley 1979 — 1983
Bachelors, Economics and Sociology
CIC
Arrow Benefits Group October 2014 - Present
The SSM Group April 2014 - Present
Arrow Benefits Group 2014 - 2015
Woodruff Sawyer July 2010 - March 2014
Woodruff Sawyer May 2009 - June 2010
Woodruff-Sawyer & Co September 2008 - April 2009
ABD Insurance & Financial Services September 2006 - September 2008
Kendall-Jackson Wine Estates Jackson Family Enterprises January 2005 - September 2006
Hall Kinion January 2003 - June 2004
GlobalEnglish September 1999 - November 2002
Skills
Marketing, Customer Service, Account Management, Management, Email Marketing, Sales, Insurance, Open Enrollment, Salesforce.com, Employee Benefits, Strategic Planning, Outlook, Microsoft Excel, Brokers, Leadership, Underwriting, Training, HRIS, Health Savings Accounts, Health Insurance, InDesign 5 & 6, PowerPoint, Microsoft Word, Microsoft Publisher, Recruiting, New Business Development, Marketing Strategy, Social Media, Project Management, Sales Management, Negotiation, Benefits Administration, Process Improvement, Marketing Analysis, Marketing Communications, Team Building, Workers Compensation
Education
Brigham Young University - Hawaii 1985 — 1991
Bachelor of Science
Kahuku High School 1981 — 1985
HS Diploma
EPIC January 2014 - Present
PASCO HR January 2014 - Present
Woodruff-Sawyer & Co December 2013 - January 2014
Woodruff Sawyer January 2013 - December 2013
Woodruff-Sawyer & Co September 2008 - December 2012
PASCO HR July 2004 - July 2011
ABD Insurance and Financial Services November 2003 - September 2008
Pacific Pulmonary Services February 2001 - October 2003
Firemans Fund Insurance Company June 1999 - February 2001
Skills
Human Resources, Health Savings Accounts, Benefits Administration, Employee Benefits, Personnel Management, Insurance, Health Insurance, Disability Insurance, Brokers, COBRA, Life Insurance, Underwriting, Commercial Insurance, Professional Liability, Legal Liability, D&O, Casualty, Workers Compensation
Education
California State University-Sacramento 1997 — 1999
Bachelor of Science (BS), Business Administration, Concentration Human Resource Management
Woodruff-Sawyer & Co February 2008 - June 2012
Roanoke Trade Services February 1994 - July 2002
O'Kane, Canizzo, Jacinto & Russi February 1989 - February 1994
American E & S Insurance Brokers September 1987 - January 1989
Aon Risk Solutions (formerly Rollins Burdick Hunter/Frank B. Hall & Co) January 1985 - August 1987
Crouse & Associates January 1983 - January 1985
Skills
Property & Casualty..., Professional Liability, Workers Compensation, Commercial Lines, Umbrella Insurance, General Insurance, Excess & Surplus Lines, AMS 360, Applied Systems/TAM, EPIC Management System, Brokers, Employment Practices..., Motor Fleet, Product Liability, Licensed Property &..., Commercial Insurance
Education
University of California, Berkeley 1979 — 1984
Bachelor of Arts (BA), Political Science and Government, 3.0
Miramonte High School 1975 — 1979
High School Diploma, College Preperatory, 3.5
UnitedHealth Group May 2015 - Present
Woodruff-Sawyer & Co March 2013 - April 2015
Precept April 2004 - January 2013
Exult May 2001 - April 2004
Ultralink, LLC. 2000 - 2001
iBenefits (acquired UltraLink, later acquired by Secova) 1999 - 2001
Secova, Inc. / UltraLink, Inc. 1999 - 2001
CRANE Energy Flow Solutions September 1996 - February 1998
J.B. Arnold and Associates (now CBIZ) December 1993 - September 1996
Western Health Insurance Services 1993 - 1993
Skills
Employee Benefits, Benefits Administration, Strategy, Leadership, Health Insurance, Human Resources, Insurance, COBRA, Management, Health Savings Accounts, Training, Process Improvement, Strategic Planning, Business Process..., Outsourcing, HRIS, Business Development, Account Management, Business Planning, Project Management, Disability Insurance, Performance Management, Healthcare, Business Analysis, Analysis, Organizational..., Leadership Development, Personnel Management, Recruiting, Customer Service, Brokers, Onboarding, Life Insurance, Medicare, Change Management, Integration, Client Representation, Open Enrollment, Workers Compensation, Vendor Management, Managed Care, Employee Relations, Consulting, Corporate Wellness..., Employee Engagement, Health & Wellness
Education
University of California, Irvine - The Paul Merage School of Business 1996 — 1999
MBA, Business Administration and Management, General
The University of Western Australia 1998 — 1998
Child Pyschology
Claremont McKenna College 1988 — 1992
BA, Economics, Psychology
Queen's University Belfast 1991 — 1991
San Bernardino High School
High School Diploma
Woodruff-Sawyer & Co September 2012 - September 2014
Aon May 2010 - July 2012
Chubb December 2007 - May 2010
HSBC Bank USA November 2003 - December 2007
WTAS September 2002 - November 2003
Skills
Brokers, Commercial Insurance, Financial Analysis, Insurance, Liability, Professional Liability, Property, Risk Management, Underwriting, Casualty Insurance, Financial Risk, Legal Liability, D, Employment Practices...
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), Economics/Sociology
BART January 2015 - April 2015
Blue Shield of California March 2014 - August 2014
Kaiser Permanente June 2012 - June 2013
Mercer August 2011 - June 2012
Woodruff-Sawyer & Co May 1998 - July 2008
Skills
Outlook, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Event Management, Management, Budgets, Sales, Payroll, Time Management, Spreadsheets, Research, Community Outreach, Process Scheduler
Education
California State University-East Bay 1975 — 1976
Bachelor's degree candidate, Business Administration and Management, General, B
San Francisco State University
Meeting and Event Management Certification, Meeting and Event Planning
Woodruff-Sawyer & Co May 2014 - Present
AIG January 2005 - May 2014
Farmers Insurance 2002 - January 2005
Farmers Insurance January 2000 - 2002
Skills
Liability, Insurance
Education
University of California, Davis
Woodruff Sawyer & CO September 1992 - Present
Calco Insurance Brokers July 1985 - September 1992
Skills
D&O Insurance, E&O Insurance, Cyber Liability, Liability Analysis, Employment Practices..., Venture Capital..., Directors & Officers..., Professional Liability, Property & Casualty..., Underwriting, D&O, Casualty, Workers Compensation, Commercial Insurance, Insurance, Liability, Brokers, Excess, Umbrella Insurance, Commercial Lines, Legal Liability, Inland Marine, Reinsurance, Insurance Brokerage, Fiduciary, Claims Management, Claim, Health Insurance, Health Savings Accounts, Litigation Management, Disability Insurance, General Insurance, Captives, Life Insurance, Risk Management, Employee Benefits, Financial Risk, Financial Institutions, Product Liability, Surety Bonds, Enterprise Risk..., Risk Management..., Surety, Risk Financing, Estate Planning, Casualty Insurance
Education
University of California, Berkeley 1978 — 1982
BS, History
Phillips Exeter Academy 1974 — 1978
Town School
Comcate 2014 - 2015
Access Communications May 2014 - August 2014
Seoul Metropolitan Office of Education August 2010 - August 2012
Woodruff-Sawyer & Co January 2009 - August 2010
Woodruff-Sawyer & Co September 2006 - January 2009
Sias International University October 2005 - July 2006
Willis February 2003 - October 2005
3Com February 2001 - April 2002
ADDR.com 2000 - 2000
Education
Free Code Camp 2015 — 2016
Full Stack Web Dev, Computer Software Engineering
San Francisco State University
Bachelor's Degree
San Jose State University
MIS
San Jose City College
Associate's Degree
Marsh December 2013 - Present
Woodruff-Sawyer & Co May 2012 - December 2013
Nationwide Insurance August 2010 - May 2012
Nationwid/Allied Insurance August 2009 - August 2010
Farmers Insurance August 2008 - August 2009
Nationwide Insurance June 2005 - August 2008
Skills
Property Claims, Catastrophe, Property & Casualty..., Property, Commercial Insurance, Large Loss, Casualty, Commercial Lines, Liability, Professional Liability, Legal Liability, General Insurance, Underwriting, Claim, Workers Compensation, Casualty Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
BS, Finance and Real Estate & Urban Analysis
Woodruff-Sawyer & Co January 2013 - Present
Arthur J. Gallagher April 2005 - December 2012
Network Commerce 1997 - 2000
Network Commerce 1997 - 2000
Skills
Health Insurance, Employee Benefits, Insurance, Flexible Spending..., Underwriting, Workers Compensation, Disability Insurance, Health Savings Accounts, Dentistry, Brokers, Benefits Administration, Self-funded, Account Management, Consumer Healthcare, Health Care Reform
Education
Central Washington University 1990 — 1994
B.S. Public Relations, Communications
Chimacum High School
Aon Risk Solutions July 2012 - Present
Alliant Insurance Services October 2008 - July 2012
Woodruff-Sawyer & Co April 2006 - October 2008
Skills
Professional Liability, Commercial Insurance, Commercial Lines, Property & Casualty..., Insurance, Real Estate, Risk Management, Marketing, Brokers, Customer Service, Sales Management, Strategic Planning, Account Management, Underwriting, Liability, Casualty, Legal Liability, Business Development, Public Speaking, Networking, Employment Practices..., Workers Compensation, D&O, Customer Retention, Casualty Insurance
Education
Loyola Marymount University 1989 — 1993
Bachelor of Business Administration (B.B.A.)
New Mexico Military Institute 1985 — 1988
Bristol Community College January 2015 - Present
Rockland Trust November 2012 - January 2015
New Resource Bank August 2011 - December 2012
Robert Half International December 2010 - March 2011
Woodruff-Sawyer & Co March 2002 - July 2010
Financial Interactive, Inc October 2000 - March 2002
Travelers Insurance Co October 1988 - September 2000
Skills
Microsoft Excel, PowerPoint, Property & Casualty...
Education
University of Massachusetts Dartmouth 1996 — 2000
Business Management
Bristol Community College 1989 — 1995
Associate's Degree, Business Education
Bristol Community College 1988 — 1995
Business Education
Henry Lord Jr High 1973 — 1974
University of Massachusetts
Business Management Concentration
Woodruff-Sawyer & Co January 2015 - Present
Woodruff-Sawyer & Co January 2014 - December 2014
Woodruff-Sawyer & Co June 2013 - December 2013
Woodruff-Sawyer & Co April 2013 - June 2013
Zondervan Publishers October 2011 - November 2012
American Storage & Logistics September 2011 - October 2011
Venema Aquatic Center, Calvin College August 2009 - August 2011
Skills
Microsoft Word, Microsoft Excel, SQL, Microsoft Office, Access Database, Outlook, Microsoft CRM, Marketing, Press Releases, Market Research
Education
Calvin College
Bachelor of Arts, Economics
Calvin College
Bachelor of Arts, Business
IEA - Professor Gil
Woodruff-Sawyer & Co September 2015 - Present
City Smoke House August 2013 - September 2015
Law Office of Daniel A. Murphy 2012 - 2012
Santa Barbara Breakers Professional Basketball 2011 - 2011
Skills
Sports Management, PowerPoint, Social Media, Customer Service, Sports, Creative Problem Solving, Thinking Outside The Box, Learning Quickly, Persistence, Work Independently with..., Leadership, Social Media Marketing, Time Management, Event Management
Education
University of California, Santa Barbara 2010 — 2013
BA, Sociology
Ohlone Community College 2009 — 2010
Miramonte High School 2004 — 2008
Woodruff-Sawyer & Co October 2014 - Present
Travelers Insurance March 2012 - Present
Travelers April 2011 - March 2012
Travelers December 2010 - March 2011
Skills
Workers Compensation, Insurance, Property & Casualty..., Underwriting, Claim, Commercial Insurance, General Insurance, Liability, Claims Management, Casualty, Risk Management, Legal Liability, Process Improvement, Commercial Lines, Customer Service
Education
Eastern Oregon University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Woodruff-Sawyer & Co October 2009 - Present
NASDAQ OMX 1992 - September 2009
Skills
Professional Liability, Underwriting, Insurance, Property & Casualty..., Liability, Directors & Officers..., Financial Risk, Risk Management, Commercial Insurance, Litigation Management, Sales, Start-ups, Reinsurance, Claim, Brokers, Casualty, Workers Compensation
Education
California Institute of Technology 1985 — 1987
Master's degree, Chemical Engineering
University of Dayton 1981 — 1985
Bachelor's degree, Chemical Engineering
Associated Third Party Administrators (ATPA) September 2015 - Present
G2 Insurance Services October 2013 - September 2015
Woodruff-Sawyer & Co September 2001 - October 2013
Aon Risk Services 1985 - 2000
Skills
General Ledger, Accounting, Cost Accounting, Accounts Receivable, Accounts Payable, QuickBooks, Strategic Financial..., Enterprise Risk..., Mergers & Acquisitions, Payroll, Financial Risk, Financial Modeling, Microsoft Excel, Analysis, Property & Casualty..., Due Diligence, Budgets, Reinsurance, Process Improvement, GAAP, Finance
Education
San Francisco State University, College of Business 1994 — 1998
Bachelor of Science, Accounting and Finance
San Francisco State University
Accounting and Finance
Woodruff-Sawyer & Co April 2014 - Present
Marsh July 2009 - April 2014
Marsh June 2000 - July 2009
Skills
Risk Management, Casualty, Leadership, Underwriting, Property & Casualty..., Professional Liability, Insurance, Commercial Insurance, Brokers, Reinsurance, Liability, Legal Liability
Education
NYU Stern School of Business 2005 — 2008
MBA, Finance and Management
Duke University 1997 — 2000
BA, History, Economics
Woodruff-Sawyer & Co January 2012 - Present
Woodruff-Sawyer & Co May 2011 - January 2012
Skills
Sales Support, Copy Editing, Sales Operations, System Administration, Customer Service, Marketing Strategy, Administration, Employee Benefits, Marketing, Leadership, Insurance, Underwriting, Strategic Planning, Business Development, Health Insurance, Sales
Education
San Francisco State University
Business Administration-Concentration in Marketing
UC Santa Cruz
Ross Stores, Inc. January 2015 - Present
SolarCity August 2014 - January 2015
Woodruff Sawyer January 2013 - August 2014
Woodruff-Sawyer & Co September 2011 - December 2012
Nordstrom May 2006 - August 2008
Skills
Employee Benefits, Insurance, Microsoft Excel, Customer Service, Analysis, Outlook, Data Analysis, PowerPoint, Microsoft Word, Risk Management, Mid-Market, Ultipro, iCIMS
Education
University of California, San Diego 2007 — 2011
Management Science
Mission San Jose High School 2003 — 2007
High School Diploma
Woodruff-Sawyer & Co May 2013 - Present
Infor (formerly Enwisen, A Lawson Company) February 2008 - May 2013
Independent Contractor December 2006 - February 2008
Redwood Credit Union May 2006 - December 2006
Dry Creek Rancheria Band of Pomo Indians August 2002 - May 2006
Skills
Employee Benefits, Project Management, SaaS, Onboarding, Product Management, Training, Cloud Computing, Vendor Management, Business Analysis, Account Management, Requirements Analysis, Business Intelligence, Change Management, SDLC, ERP, Professional Services, Contract Negotiation, Requirements Gathering, Project Implementation, Human Capital Management, Call Center, Case Management, Channel Partners, Web Applications, Relationship Management, Business Systems..., Employee Self Service, Qualified Retirement..., Client Engagement, Benefits Enrollment..., Deep Web Services, Affordable Care Act, Customer Relationship..., HRIM, Report Writing, HCM, Statement of Work, CRM
Education
Sonoma State University 2000 — 2000
Certificate, Human Resources Management, Human Resources
Sonoma State University 1993 — 1996
Bachelor of Science, Business Administration
Woodruff-Sawyer & Co October 2011 - Present
The Irvine Company August 2004 - November 2009
PacifiCare Health Systems June 2003 - June 2004
Gateway August 2000 - March 2002
Education
California State University-Fullerton 1997 — 2001
Bachelor of Arts (B.A.), Anthropology
Woodruff-Sawyer & Co November 2011 - August 2012
Willis January 2008 - November 2011
Education
UC Davis 1998 — 2001
Bachelor of Science, Mathematics
Cardinal Newman High School 1994 — 1997
High School Diploma, General
Woodruff-Sawyer & Co July 2011 - Present
Woodruff-Sawyer & Co 2007 - 2009
Gallagher Construction Services 2001 - 2007
Aon Risk Services 1990 - 2000
Education
City College of San Francisco
Associate of Arts (AA), English/Psychology
Edgewood Partners Insurance Center May 2015 - Present
Patra Corporation March 2011 - April 2015
Woodruff-Sawyer & Co 2006 - 2009
Jenkins Insurance Group (A Leavitt Group Affiliate) 2005 - 2006
Skills
Workflow Management, Sales, Project Management, Risk Management, Property & Casualty..., Manage Client..., Project Planning, Commercial Insurance, Client Presentation, Microsoft Excel, Microsoft Word, New Business Development, Process Efficiency, PowerPoint, Overseas Experience, Vertafore and Applied..., Budgeting and..., Hire, Coach, and Mentor, Manage communication, Staff goals and goal..., Quality control audits...
Education
UC Berkeley 2000 — 2002
Bachelor's degree, Economics
University of California, Berkeley 2000 — 2002
Bachelor's degree, Economics and Business Administration
Woodruff-Sawyer & Co August 2014 - Present
CASS, Inc. February 2014 - August 2014
CASS, Inc. April 2013 - February 2014
Volunteer Income Tax Assistance February 2013 - April 2013
UC Berkeley 2009 - 2012
Kumon July 2008 - January 2010
Asian Pacific Islander Youth Promoting Advocacy and Leadership July 2007 - May 2009
Skills
Microsoft Office, FileMaker, Studiocode, Photoshop, Community Outreach, Microsoft Excel, Data Entry, Public Speaking, Customer Service, Accounting, PowerPoint, Data Analysis, Research, InDesign, Microsoft Word, Outlook
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
Woodruff-Sawyer & Co September 2013 - Present
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2010 - September 2013
Dealey, Renton & Associates March 2008 - April 2009
Education
Laney College 1988 — 1993
Associate's Degree, Business Admninistration
Woodruff-Sawyer & Co September 2015 - Present
Biola University August 2014 - May 2015
GNPower Mariveles Coal Plant Ltd. Co. June 2014 - August 2014
Componere Fine Catering June 2012 - June 2013
Amy Burke Designs June 2012 - August 2012
Sigay Kauyagan - General Santos City, Philippines April 2006 - March 2010
Education
Biola University 2011 — 2015
Bachelor of Science, International Business, 3.366
Woodruff-Sawyer & Co October 2012 - Present
Bass Underwriters February 2007 - September 2012
MetroWize August 2008 - December 2008
KGO-810AM January 2006 - May 2006
Skills
Insurance, Account Management, Underwriting, Property & Casualty..., Commercial Insurance, Risk Management, Liability, Customer Service, Brokers, Audio Editing, Audio Mixing, Music Production, Creative Writing, Article Writing, Article Creation, Ableton Live, Logic Pro, Microsoft Office
Education
San Francisco State University 2004 — 2006
Bachelor's degree, Electronic Broadcast Communication Arts, Graduated Cum Laude