Wortham Insurance & Risk Management
Industry: Insurance company
DescriptionFounded: 1915 Subsidiaries: John R. Ray & Sons, Inc., Texas AGA, Inc., Parent organization: Marsh LLC
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Wortham Insurance & Risk Management Employees
Employee
Years
Job
Industry
Adam J. Waldeck Adam J. Waldeck's Wortham Insurance & Risk Management Experience May 2007 - Present
Job Managing Director Wortham Insurance & Risk Management
Industry Insurance
Experience
John L Wortham & Son January 2015 - Present
Wortham Insurance & Risk Management May 2007 - Present
Skills
Commercial Insurance, Insurance, Analysis, Property & Casualty..., Casualty, General Insurance, Real Estate, Construction, Claim, Outlook, Liability, Umbrella Insurance, Management, Risk Management, Legal Liability, Workers Compensation, Employment Practices..., Professional Liability, Underwriting, Life Insurance, Commercial Lines, Financial Risk, Casualty Insurance
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Marketing
John L Wortham & Son January 2015 - Present
Wortham Insurance & Risk Management May 2007 - Present
Skills
Commercial Insurance, Insurance, Analysis, Property & Casualty..., Casualty, General Insurance, Real Estate, Construction, Claim, Outlook, Liability, Umbrella Insurance, Management, Risk Management, Legal Liability, Workers Compensation, Employment Practices..., Professional Liability, Underwriting, Life Insurance, Commercial Lines, Financial Risk, Casualty Insurance
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Marketing
Libra Mattern Libra Mattern's Wortham Insurance & Risk Management Experience January 2013 - October 2013
Job Field Service Manager
Industry Transportation/Trucking/Railroad
Experience
The Tarp Depot, Inc. October 2013 - Present
Wortham Insurance & Risk Management January 2013 - October 2013
InForce Business Services January 2004 - February 2013
Siemens Water Technologies November 2001 - November 2003
Skills
Office Management, Customer Service, Spreadsheets, Microsoft Excel, Outlook, Microsoft Word, Administration, Expenses, Office Equipment, Administrative..., Microsoft Office, Data Entry, Telephone Skills, QuickBooks, PowerPoint, Office Administration, Event Planning, Fax, Teamwork, Business Coaching, Small Business..., Social Media, High Level Of..., Payroll, Time Management, Accounting, Invoicing, Account Reconciliation, Accounts Payable, Travel Arrangements, Calendaring, General Ledger, Microsoft Publisher, Confidentiality, Expense Reports, Calendars, Executive..., 10 Key, Executive Level..., Accounts Receivable, Meeting Scheduling, Filing, Expense Management, Business Correspondence, Internet Explorer, Quicken, Switchboard Operator, Executive Administrative, Receptionist Duties, Calendar Planning
Education
San Jacinto College 1992 — 1993
Business Administration and Management, General
The Tarp Depot, Inc. October 2013 - Present
Wortham Insurance & Risk Management January 2013 - October 2013
InForce Business Services January 2004 - February 2013
Siemens Water Technologies November 2001 - November 2003
Skills
Office Management, Customer Service, Spreadsheets, Microsoft Excel, Outlook, Microsoft Word, Administration, Expenses, Office Equipment, Administrative..., Microsoft Office, Data Entry, Telephone Skills, QuickBooks, PowerPoint, Office Administration, Event Planning, Fax, Teamwork, Business Coaching, Small Business..., Social Media, High Level Of..., Payroll, Time Management, Accounting, Invoicing, Account Reconciliation, Accounts Payable, Travel Arrangements, Calendaring, General Ledger, Microsoft Publisher, Confidentiality, Expense Reports, Calendars, Executive..., 10 Key, Executive Level..., Accounts Receivable, Meeting Scheduling, Filing, Expense Management, Business Correspondence, Internet Explorer, Quicken, Switchboard Operator, Executive Administrative, Receptionist Duties, Calendar Planning
Education
San Jacinto College 1992 — 1993
Business Administration and Management, General
Allana Frischenmeyer, CIC Allana Frischenmeyer, CIC's Wortham Insurance & Risk Management Experience August 2002 - Present
Job Managing Director and Personal Lines Manager at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management August 2002 - Present
Federated Insurance July 1994 - January 1999
Skills
Property & Casualty..., Commercial Insurance, Liability, Casualty, Insurance, Captives, Legal Liability, Risk Management, Umbrella Insurance, Professional Liability, Account Management, Commercial Lines, Reinsurance, General Insurance, Workers Compensation, Brokers, Inland Marine, Underwriting, Excess, Health Insurance, Employment Practices..., D&O
Education
Sam Houston State University 1990 — 1994
BBA, Marketing, International Business, Economics
Alief Elsik High School 1985 — 1989
Olle Middle School
Wortham Insurance & Risk Management August 2002 - Present
Federated Insurance July 1994 - January 1999
Skills
Property & Casualty..., Commercial Insurance, Liability, Casualty, Insurance, Captives, Legal Liability, Risk Management, Umbrella Insurance, Professional Liability, Account Management, Commercial Lines, Reinsurance, General Insurance, Workers Compensation, Brokers, Inland Marine, Underwriting, Excess, Health Insurance, Employment Practices..., D&O
Education
Sam Houston State University 1990 — 1994
BBA, Marketing, International Business, Economics
Alief Elsik High School 1985 — 1989
Olle Middle School
Robert Kneppler Robert Kneppler's Wortham Insurance & Risk Management Experience February 2011 - Present
Job Managing Director at Wortham Benefits
Industry Insurance
Experience
Wortham Insurance & Risk Management February 2011 - Present
RBK Services January 2000 - February 2011
Employee Benefit Solutions January 1998 - December 1999
CIGNA HealthCare September 1991 - January 1998
MetLife June 1985 - September 1991
Skills
Team Building, Disability Insurance, Insurance, Sales, Employee Benefits, Commercial Insurance, Health Insurance, Brokers, Underwriting, Life Insurance, Risk Management, New Business Development, General Insurance, Account Management
Education
University of Houston 1979 — 1985
BBA, Management/Finance
University of Houston 1979 — 1984
BBA, Management/Finance
Wortham Insurance & Risk Management February 2011 - Present
RBK Services January 2000 - February 2011
Employee Benefit Solutions January 1998 - December 1999
CIGNA HealthCare September 1991 - January 1998
MetLife June 1985 - September 1991
Skills
Team Building, Disability Insurance, Insurance, Sales, Employee Benefits, Commercial Insurance, Health Insurance, Brokers, Underwriting, Life Insurance, Risk Management, New Business Development, General Insurance, Account Management
Education
University of Houston 1979 — 1985
BBA, Management/Finance
University of Houston 1979 — 1984
BBA, Management/Finance
Rachel Kern Rachel Kern's Wortham Insurance & Risk Management Experience September 2013 - Present
Job Wortham Insurance
Industry Insurance
Experience
Wortham Insurance & Risk Management September 2013 - Present
Bliss & Glennon, Inc. September 2010 - September 2013
Skills
Underwriting, Commercial Insurance, Property & Casualty..., Casualty, Liability, Insurance, Commercial Lines, Professional Liability, General Insurance, Brokers, Umbrella Insurance, D&O, Inland Marine, Excess, Employment Practices..., Workers Compensation, Casualty Insurance
Education
Sam Houston State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wortham Insurance & Risk Management September 2013 - Present
Bliss & Glennon, Inc. September 2010 - September 2013
Skills
Underwriting, Commercial Insurance, Property & Casualty..., Casualty, Liability, Insurance, Commercial Lines, Professional Liability, General Insurance, Brokers, Umbrella Insurance, D&O, Inland Marine, Excess, Employment Practices..., Workers Compensation, Casualty Insurance
Education
Sam Houston State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James P. McCann, JD James P. McCann, JD's Wortham Insurance & Risk Management Experience May 1987 - Present
Job Managing Director Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management May 1987 - Present
Skills
Risk Management..., RMIS, Contract Review, Commercial Insurance, Risk Retention, Risk Financing, Cyber Risk, International Risk, Cost Allocation Modeling, Underwriting, Contract Management, Reinsurance, Risk Management, Professional Liability, Insurance, Financial Risk, Liability, Brokers, Claim, Casualty, Legal Liability, Property & Casualty..., Workers Compensation, Captives, General Insurance, D&O, Employment Practices..., Claims Management, Directors & Officers..., Excess, Umbrella Insurance, Health Insurance, Employee Benefits, Commercial Lines
Education
South Texas College of Law 1979 — 1983
JD, Law
Rice University 1972 — 1976
BA, Managerial Studies
Wortham Insurance & Risk Management May 1987 - Present
Skills
Risk Management..., RMIS, Contract Review, Commercial Insurance, Risk Retention, Risk Financing, Cyber Risk, International Risk, Cost Allocation Modeling, Underwriting, Contract Management, Reinsurance, Risk Management, Professional Liability, Insurance, Financial Risk, Liability, Brokers, Claim, Casualty, Legal Liability, Property & Casualty..., Workers Compensation, Captives, General Insurance, D&O, Employment Practices..., Claims Management, Directors & Officers..., Excess, Umbrella Insurance, Health Insurance, Employee Benefits, Commercial Lines
Education
South Texas College of Law 1979 — 1983
JD, Law
Rice University 1972 — 1976
BA, Managerial Studies
Randall Hollomon Randall Hollomon's Wortham Insurance & Risk Management Experience May 2014 - Present
Job Marine Department at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management May 2014 - Present
U.S. Risk Insurance Group July 2012 - May 2014
Skills
Marine Insurance, Property & Casualty..., Licensed Property &..., Sales, Insurance, Professional Liability, Commercial Lines, Commercial Insurance, Casualty, Liability, Underwriting, Brokers, Legal Liability, Finance, General Insurance, Workers Compensation
Education
Baylor University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Wortham Insurance & Risk Management May 2014 - Present
U.S. Risk Insurance Group July 2012 - May 2014
Skills
Marine Insurance, Property & Casualty..., Licensed Property &..., Sales, Insurance, Professional Liability, Commercial Lines, Commercial Insurance, Casualty, Liability, Underwriting, Brokers, Legal Liability, Finance, General Insurance, Workers Compensation
Education
Baylor University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Chris McClain's Wortham Insurance & Risk Management Experience July 2011 - March 2014
Job Account Manager, Employee Benefits Consulting Division at SWBC
Industry Insurance
Experience
Baptist Health System May 2015 - Present
SWBC March 2014 - Present
Enlightened Behavioral Health Systems, LLC January 2014 - August 2014
Wortham Insurance & Risk Management July 2011 - March 2014
UnitedHealthcare August 2006 - July 2011
Skills
Insurance, Employee Benefits, Health Insurance, Account Management, Disability Insurance, Brokers, Life Insurance, Healthcare, Claim, Sales, General Insurance, New Business Development, CRM, Community Mental Health, Mental Health Care, Group Therapy, Psychotherapy, Mental Health Counseling, Client Counseling, Marketing, Psychological Assessment, Healthcare Marketing, Client Education, Client Liaison, Manage Client..., Client Development, Community Outreach, Community Engagement, Marketing Communications, Minority Rights, Health Savings Accounts, Mental Health
Education
The University of Texas at San Antonio 2013 — 2015
Master of Social Work (MSW)
Our Lady of the Lake University
BBA, Marketing
Baptist Health System May 2015 - Present
SWBC March 2014 - Present
Enlightened Behavioral Health Systems, LLC January 2014 - August 2014
Wortham Insurance & Risk Management July 2011 - March 2014
UnitedHealthcare August 2006 - July 2011
Skills
Insurance, Employee Benefits, Health Insurance, Account Management, Disability Insurance, Brokers, Life Insurance, Healthcare, Claim, Sales, General Insurance, New Business Development, CRM, Community Mental Health, Mental Health Care, Group Therapy, Psychotherapy, Mental Health Counseling, Client Counseling, Marketing, Psychological Assessment, Healthcare Marketing, Client Education, Client Liaison, Manage Client..., Client Development, Community Outreach, Community Engagement, Marketing Communications, Minority Rights, Health Savings Accounts, Mental Health
Education
The University of Texas at San Antonio 2013 — 2015
Master of Social Work (MSW)
Our Lady of the Lake University
BBA, Marketing
Wes Edison's Wortham Insurance & Risk Management Experience August 2008 - Present
Job Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management August 2008 - Present
Skills
Risk Management, Commercial Insurance, Loss Prevention, Property & Casualty..., Liability, Casualty, Workers Compensation, Customer Service, Professional Liability, General Insurance, Underwriting, Legal Liability, Insurance, Commercial Lines, Umbrella Insurance, Claim, Brokers
Education
University of North Texas 2006 — 2008
BBA
Wortham Insurance & Risk Management August 2008 - Present
Skills
Risk Management, Commercial Insurance, Loss Prevention, Property & Casualty..., Liability, Casualty, Workers Compensation, Customer Service, Professional Liability, General Insurance, Underwriting, Legal Liability, Insurance, Commercial Lines, Umbrella Insurance, Claim, Brokers
Education
University of North Texas 2006 — 2008
BBA
Hope Martinez's Wortham Insurance & Risk Management Experience March 2011 - March 2012
Job Senior Account Manager at SWBC
Industry Insurance
Experience
SWBC March 2012 - Present
Wortham Insurance & Risk Management March 2011 - March 2012
UMR November 2003 - March 2011
Skills
Life & Health Insurance..., Dependable Team Player, Employee Training, Auditing, Microsoft Office, Conflict Resolution, Ultipro, AS400 system, FACTS, Brokerage Builder, Insurance, Invoicing, Claim, Customer Service, Employee Benefits, Benefits Administration, Health Insurance, Sales, Account Management, Health Savings Accounts, Training, Brokers, Disability Insurance, Life Insurance, Underwriting
Education
University of Phoenix 2007 — 2008
Bachelor's degree, Business Management
Hallmark College of Technology/Hallmark College of Aeronautics 2000 — 2001
Associate's degree, Medical Specialist
SWBC March 2012 - Present
Wortham Insurance & Risk Management March 2011 - March 2012
UMR November 2003 - March 2011
Skills
Life & Health Insurance..., Dependable Team Player, Employee Training, Auditing, Microsoft Office, Conflict Resolution, Ultipro, AS400 system, FACTS, Brokerage Builder, Insurance, Invoicing, Claim, Customer Service, Employee Benefits, Benefits Administration, Health Insurance, Sales, Account Management, Health Savings Accounts, Training, Brokers, Disability Insurance, Life Insurance, Underwriting
Education
University of Phoenix 2007 — 2008
Bachelor's degree, Business Management
Hallmark College of Technology/Hallmark College of Aeronautics 2000 — 2001
Associate's degree, Medical Specialist
Gavin Wallace Gavin Wallace's Wortham Insurance & Risk Management Experience November 2007 - June 2013
Job Risk Management & Insurance Advisor at Lockton Companies
Industry Insurance
Experience
Lockton Companies July 2013 - Present
Wortham Insurance & Risk Management November 2007 - June 2013
AXA Advisors May 2007 - November 2007
Skills
Strategic Consulting, Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, Product Recall, Umbrella Insurance, Legal Liability, Liability, Workers Compensation, Employment Practices..., Casualty, Casualty Insurance, Risk Management, D&O, Excess, Inland Marine, Liability Analysis, Total Cost of Risk, Contract Negotiation, Customer Service
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Arts, American Government and Politics (United States)
Arlington Heights High School 1998 — 2002
Lockton Companies July 2013 - Present
Wortham Insurance & Risk Management November 2007 - June 2013
AXA Advisors May 2007 - November 2007
Skills
Strategic Consulting, Property & Casualty..., Insurance, Commercial Insurance, Professional Liability, Product Recall, Umbrella Insurance, Legal Liability, Liability, Workers Compensation, Employment Practices..., Casualty, Casualty Insurance, Risk Management, D&O, Excess, Inland Marine, Liability Analysis, Total Cost of Risk, Contract Negotiation, Customer Service
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Arts, American Government and Politics (United States)
Arlington Heights High School 1998 — 2002
Richard Black Richard Black's Wortham Insurance & Risk Management Experience 1998 - Present
Job Employee Benefits Consultant at Wortham Benefits
Industry Insurance
Experience
Wortham Insurance & Risk Management 1998 - Present
Skills
Employee Benefits, Benefits Administration, Health Insurance, Strategic Planning, Health Savings Accounts, Insurance, ERISA, Disability Insurance
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Wortham Insurance & Risk Management 1998 - Present
Skills
Employee Benefits, Benefits Administration, Health Insurance, Strategic Planning, Health Savings Accounts, Insurance, ERISA, Disability Insurance
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Jenni Haff Jenni Haff's Wortham Insurance & Risk Management Experience September 1995 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management September 1995 - Present
Wortham Insurance & Risk Management September 1995 - Present
Skills
Employee Benefits..., Wellness Programs, Compliance, Underwriting, Term Life Insurance, Managed Care, Voluntary Employee..., Employee Wellness, Healthcare, Disability Insurance, Health Insurance, Life Insurance, Insurance, Management, Risk Management, Analysis
Education
Texas A&M University 1991 — 1993
Bachelor of Arts, English
Churchill High school 1986 — 1989
Wortham Insurance & Risk Management September 1995 - Present
Wortham Insurance & Risk Management September 1995 - Present
Skills
Employee Benefits..., Wellness Programs, Compliance, Underwriting, Term Life Insurance, Managed Care, Voluntary Employee..., Employee Wellness, Healthcare, Disability Insurance, Health Insurance, Life Insurance, Insurance, Management, Risk Management, Analysis
Education
Texas A&M University 1991 — 1993
Bachelor of Arts, English
Churchill High school 1986 — 1989
Rebecca Cox Rebecca Cox's Wortham Insurance & Risk Management Experience June 2010 - July 2014
Job Accounting at Wortham Insurance
Industry Insurance
Experience
Wortham Insurance August 2014 - Present
Wortham Insurance & Risk Management June 2010 - July 2014
Wortham Insurance & Risk Management December 1989 - June 2010
Prudential Reinsurance October 1986 - July 1988
FMC Corporation July 1981 - November 1982
Skills
Microsoft Office, Reports, Help Desk Support, Invoice Verification, Technical Writing, Hands-on Training, Problem Solving, Volunteer Training, Volunteering, Cashiering, AED, Adult CPR, First Aid, Fire Warden, Commercial Insurance, Customer Service, Umbrella Insurance, Public Speaking, Property & Casualty..., Commercial Lines, Liability, Insurance, Brokers, General Insurance
Education
Mid-America Christian University 1978 — 1980
General/Biblical Studies
Central High School 1974 — 1978
Diploma, General Studies
Wortham Insurance August 2014 - Present
Wortham Insurance & Risk Management June 2010 - July 2014
Wortham Insurance & Risk Management December 1989 - June 2010
Prudential Reinsurance October 1986 - July 1988
FMC Corporation July 1981 - November 1982
Skills
Microsoft Office, Reports, Help Desk Support, Invoice Verification, Technical Writing, Hands-on Training, Problem Solving, Volunteer Training, Volunteering, Cashiering, AED, Adult CPR, First Aid, Fire Warden, Commercial Insurance, Customer Service, Umbrella Insurance, Public Speaking, Property & Casualty..., Commercial Lines, Liability, Insurance, Brokers, General Insurance
Education
Mid-America Christian University 1978 — 1980
General/Biblical Studies
Central High School 1974 — 1978
Diploma, General Studies
Kaitlin Upchurch's Wortham Insurance & Risk Management Experience April 2010 - Present
Job Managing Director / Insurance Broker at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management April 2010 - Present
Chubb & Son May 2007 - April 2010
Skills
Professional Liability, Liability, Underwriting, Insurance, Commercial Insurance, D&O, Employment Practices..., Legal Liability, Property & Casualty..., Brokers, Casualty, Directors & Officers..., Commercial Lines, General Insurance, Excess, Workers Compensation, Risk Management, Contract Negotiation, Securities Litigation, Cyber, Privacy Law, Data Privacy, Public Speaking, Cyberlaw, Cyber-security, Insurance Brokerage
Education
Wake Forest University 2003 — 2007
BS/BA
American University of Paris
Wortham Insurance & Risk Management April 2010 - Present
Chubb & Son May 2007 - April 2010
Skills
Professional Liability, Liability, Underwriting, Insurance, Commercial Insurance, D&O, Employment Practices..., Legal Liability, Property & Casualty..., Brokers, Casualty, Directors & Officers..., Commercial Lines, General Insurance, Excess, Workers Compensation, Risk Management, Contract Negotiation, Securities Litigation, Cyber, Privacy Law, Data Privacy, Public Speaking, Cyberlaw, Cyber-security, Insurance Brokerage
Education
Wake Forest University 2003 — 2007
BS/BA
American University of Paris
Geoffrey Messer Geoffrey Messer's Wortham Insurance & Risk Management Experience May 2012 - Present
Job Management and Professional Liability Broker at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management May 2012 - Present
Skills
Casualty, Commercial Insurance, Professional Liability
Education
University of Houston 2009 — 2012
Bachelor of Science (BS), Sports Administration
Wortham Insurance & Risk Management May 2012 - Present
Skills
Casualty, Commercial Insurance, Professional Liability
Education
University of Houston 2009 — 2012
Bachelor of Science (BS), Sports Administration
Andrea Gomez's Wortham Insurance & Risk Management Experience September 2013 - April 2014
Job Raging Bull Oilfield Services
Industry Oil & Energy
Experience
Boxer Property April 2014 - December 2014
Wortham Insurance & Risk Management September 2013 - April 2014
DAO Chloe DAO August 2012 - July 2013
University of Houston August 2012 - December 2012
DAO Chloe DAO March 2012 - August 2012
BCBG Max Azria October 2011 - April 2012
Get Rich Click January 2011 - May 2011
RedBull January 2009 - July 2009
Skills
Social Media, Facebook, Social Media Marketing, Digital Media, Online Marketing, Photography, Public Relations, Photoshop, Project Management, Public Speaking, Time Management, Google Analytics, Illustrator, Marketing Communications, Customer Service, Management, Marketing
Education
University of Houston 2008 — 2012
Communications
Universidad de Granada 2011 — 2011
Boxer Property April 2014 - December 2014
Wortham Insurance & Risk Management September 2013 - April 2014
DAO Chloe DAO August 2012 - July 2013
University of Houston August 2012 - December 2012
DAO Chloe DAO March 2012 - August 2012
BCBG Max Azria October 2011 - April 2012
Get Rich Click January 2011 - May 2011
RedBull January 2009 - July 2009
Skills
Social Media, Facebook, Social Media Marketing, Digital Media, Online Marketing, Photography, Public Relations, Photoshop, Project Management, Public Speaking, Time Management, Google Analytics, Illustrator, Marketing Communications, Customer Service, Management, Marketing
Education
University of Houston 2008 — 2012
Communications
Universidad de Granada 2011 — 2011
Sandra Berry's Wortham Insurance & Risk Management Experience October 2010 - Present
Job Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management October 2010 - Present
Insgroup, Inc. June 2005 - September 2010
Pathfinder Insurance February 2003 - June 2005
Susman Godfrey LLP February 1993 - February 2003
Skills
Product Liability, Bonds, Commercial Insurance, Professional Liability, Employee Benefits, Umbrella Insurance, Health Insurance, Directors & Officers..., Legal Liability, Liability, Workers Compensation, Healthcare, Life Insurance, Risk Management, Insurance, General Insurance, Claim, Strategic Planning, Customer Service, Property & Casualty..., Marketing
Education
Sam Houston State University 1900 — 1900
Wortham Insurance & Risk Management October 2010 - Present
Insgroup, Inc. June 2005 - September 2010
Pathfinder Insurance February 2003 - June 2005
Susman Godfrey LLP February 1993 - February 2003
Skills
Product Liability, Bonds, Commercial Insurance, Professional Liability, Employee Benefits, Umbrella Insurance, Health Insurance, Directors & Officers..., Legal Liability, Liability, Workers Compensation, Healthcare, Life Insurance, Risk Management, Insurance, General Insurance, Claim, Strategic Planning, Customer Service, Property & Casualty..., Marketing
Education
Sam Houston State University 1900 — 1900
Wesley Bryan Wesley Bryan's Wortham Insurance & Risk Management Experience January 2007 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 2007 - Present
Skills
Energy and Marine...
Education
University of Mississippi 2000 — 2004
Bachelor of Business Administration (B.B.A.), Insurance & Risk Management
Wortham Insurance & Risk Management January 2007 - Present
Skills
Energy and Marine...
Education
University of Mississippi 2000 — 2004
Bachelor of Business Administration (B.B.A.), Insurance & Risk Management
Amanda Shepard's Wortham Insurance & Risk Management Experience February 2008 - April 2012
Job Account Executive
Industry Insurance
Experience
Crystal & Company April 2015 - Present
Crystal & Company February 2013 - Present
Hotchkiss Insurance Agency July 2012 - February 2013
Wortham Insurance & Risk Management February 2008 - April 2012
AMS Staff Leasing June 2006 - February 2008
State Office of Risk Management (Office of Attorney General) August 2005 - June 2006
Skills
New Business Marketing, Account Manager, Commercial Insurance, Oil and Gas, Workers Compensation, Insurance, Property & Casualty..., Liability, Commercial Lines, Casualty, Employment Practices..., General Insurance, Umbrella Insurance, Risk Management, Casualty Insurance, Inland Marine, D&O, Health Insurance, Disability Insurance, Customer Service
Education
Baylor University - Hankamer School of Business 2000 — 2004
Bachelor of Business Administration, Risk Management & Insurance / Real Estate
Crystal & Company April 2015 - Present
Crystal & Company February 2013 - Present
Hotchkiss Insurance Agency July 2012 - February 2013
Wortham Insurance & Risk Management February 2008 - April 2012
AMS Staff Leasing June 2006 - February 2008
State Office of Risk Management (Office of Attorney General) August 2005 - June 2006
Skills
New Business Marketing, Account Manager, Commercial Insurance, Oil and Gas, Workers Compensation, Insurance, Property & Casualty..., Liability, Commercial Lines, Casualty, Employment Practices..., General Insurance, Umbrella Insurance, Risk Management, Casualty Insurance, Inland Marine, D&O, Health Insurance, Disability Insurance, Customer Service
Education
Baylor University - Hankamer School of Business 2000 — 2004
Bachelor of Business Administration, Risk Management & Insurance / Real Estate
Jan Rivera Jan Rivera's Wortham Insurance & Risk Management Experience October 1999 - Present
Job Farm & Ranch Account Manager at Wortham Ins & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management October 1999 - Present
Skills
Accredited Farm & Ranch..., Property, Commercial Insurance, Workers Compensation, Account Management, General Insurance, Legal Liability, Umbrella Insurance, Professional Liability, Customer Service, Casualty Insurance, Liability
Education
San Antonio College 1965 — 1968
Highlands High School, San Antonio, TX 1962 — 1965
Wortham Insurance & Risk Management October 1999 - Present
Skills
Accredited Farm & Ranch..., Property, Commercial Insurance, Workers Compensation, Account Management, General Insurance, Legal Liability, Umbrella Insurance, Professional Liability, Customer Service, Casualty Insurance, Liability
Education
San Antonio College 1965 — 1968
Highlands High School, San Antonio, TX 1962 — 1965
Brian Wells Brian Wells's Wortham Insurance & Risk Management Experience May 2005 - December 2009
Job AVP at Ironshore Insurance
Industry Insurance
Experience
Ironshore Insurance January 2010 - Present
Wortham Insurance & Risk Management May 2005 - December 2009
Technical Risks, Inc. June 1992 - April 2005
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Casualty, Legal Liability, Insurance, Risk Assessment, Liability, General Insurance, Brokers, Umbrella Insurance, Commercial Lines, Employment Practices..., Excess, Professional Liability, D&O, Reinsurance, Captives, Directors & Officers..., Risk Management, Entertainment Technology
Education
University of Northern Iowa 1988 — 1992
Bachelor's degree, Finance and Financial Management Services
Ironshore Insurance January 2010 - Present
Wortham Insurance & Risk Management May 2005 - December 2009
Technical Risks, Inc. June 1992 - April 2005
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Casualty, Legal Liability, Insurance, Risk Assessment, Liability, General Insurance, Brokers, Umbrella Insurance, Commercial Lines, Employment Practices..., Excess, Professional Liability, D&O, Reinsurance, Captives, Directors & Officers..., Risk Management, Entertainment Technology
Education
University of Northern Iowa 1988 — 1992
Bachelor's degree, Finance and Financial Management Services
Larry Wahlberg Larry Wahlberg's Wortham Insurance & Risk Management Experience 2010 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management 2010 - Present
Aon/Allied North America 2005 - 2010
Skills
Insurance, Employee Benefits, Management, Commercial Insurance, Risk Management, Property & Casualty..., Customer Service, General Insurance, Portfolio Management, Underwriting, Casualty, Professional Liability, Liability, Legal Liability, Brokers
Education
Texas Tech University
Bachelor of Arts (BA), Mass Communication/Media Studies
Wortham Insurance & Risk Management 2010 - Present
Aon/Allied North America 2005 - 2010
Skills
Insurance, Employee Benefits, Management, Commercial Insurance, Risk Management, Property & Casualty..., Customer Service, General Insurance, Portfolio Management, Underwriting, Casualty, Professional Liability, Liability, Legal Liability, Brokers
Education
Texas Tech University
Bachelor of Arts (BA), Mass Communication/Media Studies
Lauren Reed, CIC Lauren Reed, CIC's Wortham Insurance & Risk Management Experience April 2012 - Present
Job Account Manager at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management April 2012 - Present
Merrill Lynch August 2011 - May 2012
Cowboys Golf Club May 2010 - April 2012
Skills
Risk Management, Budgets, Management, Insurance, Outlook, Finance, Customer Service, Microsoft Excel, Sales, Leadership, Financial Analysis, Event Management, Account Management, Property & Casualty..., New Business Development, Time Management, Commercial Insurance
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration, Risk Management & Insurance
Wortham Insurance & Risk Management April 2012 - Present
Merrill Lynch August 2011 - May 2012
Cowboys Golf Club May 2010 - April 2012
Skills
Risk Management, Budgets, Management, Insurance, Outlook, Finance, Customer Service, Microsoft Excel, Sales, Leadership, Financial Analysis, Event Management, Account Management, Property & Casualty..., New Business Development, Time Management, Commercial Insurance
Education
University of North Texas 2008 — 2012
Bachelor of Business Administration, Risk Management & Insurance
Lance Wallace Lance Wallace's Wortham Insurance & Risk Management Experience September 2006 - Present
Job Managing Director at Wortham Benefits
Industry Insurance
Experience
Wortham Insurance & Risk Management September 2006 - Present
UnitedHealthcare 2002 - 2006
Aetna 1998 - 2002
Blue Cross Blue Shield of Kansas City 1996 - 1998
Skills
Employee Benefits, Group Insurance, Accident, Vision Insurance, Health Insurance, Disability Insurance, Life Insurance, Sales, Account Management, COBRA, Workers Compensation, Dentistry, Health Savings Accounts, Term Life Insurance, Management, Healthcare
Education
Stephen F. Austin State University
BBA, Marketing & Management
Wortham Insurance & Risk Management September 2006 - Present
UnitedHealthcare 2002 - 2006
Aetna 1998 - 2002
Blue Cross Blue Shield of Kansas City 1996 - 1998
Skills
Employee Benefits, Group Insurance, Accident, Vision Insurance, Health Insurance, Disability Insurance, Life Insurance, Sales, Account Management, COBRA, Workers Compensation, Dentistry, Health Savings Accounts, Term Life Insurance, Management, Healthcare
Education
Stephen F. Austin State University
BBA, Marketing & Management
Trena Campbell Trena Campbell's Wortham Insurance & Risk Management Experience October 2013 - Present
Job Account Manager
Industry Human Resources
Experience
Wortham Insurance & Risk Management October 2013 - Present
Ascende February 2013 - October 2013
Mercer July 2012 - February 2013
Mercer September 2004 - July 2012
Mercer July 2001 - September 2004
Skills
Employee Relations, Leave Administration, HR Policies, Project Management, Federal Regulations, Supervisory Skills, Microsoft Office, PeopleSoft, PHR Certification
Education
University of Houston-Downtown 2002 — 2004
Bachelor's, Business/Administrative Management, 3.1
Wortham Insurance & Risk Management October 2013 - Present
Ascende February 2013 - October 2013
Mercer July 2012 - February 2013
Mercer September 2004 - July 2012
Mercer July 2001 - September 2004
Skills
Employee Relations, Leave Administration, HR Policies, Project Management, Federal Regulations, Supervisory Skills, Microsoft Office, PeopleSoft, PHR Certification
Education
University of Houston-Downtown 2002 — 2004
Bachelor's, Business/Administrative Management, 3.1
Rob Bridges Rob Bridges's Wortham Insurance & Risk Management Experience 2000 - Present
Job Managing Partner at Wortham Austin
Industry Insurance
Experience
Wortham Insurance & Risk Management 2000 - Present
Chubb Insurance Company 1998 - 2000
Education
Texas Christian University 1994 — 1998
Wortham Insurance & Risk Management 2000 - Present
Chubb Insurance Company 1998 - 2000
Education
Texas Christian University 1994 — 1998
Charla Donner Charla Donner's Wortham Insurance & Risk Management Experience October 2013 - Present
Job Wortham Insurance and Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management October 2013 - Present
ACE Group July 2006 - October 2013
Neighborhood Centers Inc. November 2001 - May 2005
MHMRA of Harris County May 1998 - March 2000
MHMRA of Harris County November 1991 - July 1997
Education
University of Houston 1984 — 1987
Bachelor of Arts (BA), Psychology and Political Science
Wortham Insurance & Risk Management October 2013 - Present
ACE Group July 2006 - October 2013
Neighborhood Centers Inc. November 2001 - May 2005
MHMRA of Harris County May 1998 - March 2000
MHMRA of Harris County November 1991 - July 1997
Education
University of Houston 1984 — 1987
Bachelor of Arts (BA), Psychology and Political Science
Cason Burdett Cason Burdett's Wortham Insurance & Risk Management Experience 2005 - 2006
Job Vice President at U.S. Risk Insurance Group
Industry Insurance
Experience
U.S. Risk Insurance Group June 2012 - Present
Chartis December 2009 - June 2012
Chartis August 2006 - December 2009
Wortham Insurance & Risk Management 2005 - 2006
Skills
Insurance, Underwriting, Workers Compensation, Commercial Insurance, Risk Management, Liability, Property & Casualty..., Account Management, Professional Liability, Legal Liability, Insurance Brokerage, Commercial Lines, Umbrella Insurance, General Insurance, Reinsurance, Excess, Brokers, Casualty, Business Development, Claims Management, Inland Marine, Claim
Education
Baylor University 1997 — 2001
BBA, Marketing
Baylor University - Hankamer School of Business 1997 — 2001
U.S. Risk Insurance Group June 2012 - Present
Chartis December 2009 - June 2012
Chartis August 2006 - December 2009
Wortham Insurance & Risk Management 2005 - 2006
Skills
Insurance, Underwriting, Workers Compensation, Commercial Insurance, Risk Management, Liability, Property & Casualty..., Account Management, Professional Liability, Legal Liability, Insurance Brokerage, Commercial Lines, Umbrella Insurance, General Insurance, Reinsurance, Excess, Brokers, Casualty, Business Development, Claims Management, Inland Marine, Claim
Education
Baylor University 1997 — 2001
BBA, Marketing
Baylor University - Hankamer School of Business 1997 — 2001
Mattie Wylie Mattie Wylie's Wortham Insurance & Risk Management Experience August 2013 - Present
Job Account Manager at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management August 2013 - Present
Weatherby Eisenrich Insurance Agency September 2012 - August 2013
Towerstone, Inc. 2011 - September 2012
Towerstone, Inc. April 2010 - May 2012
Skills
Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Umbrella Insurance
Education
Tarrant County College
Wortham Insurance & Risk Management August 2013 - Present
Weatherby Eisenrich Insurance Agency September 2012 - August 2013
Towerstone, Inc. 2011 - September 2012
Towerstone, Inc. April 2010 - May 2012
Skills
Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Umbrella Insurance
Education
Tarrant County College
Thuy Wong's Wortham Insurance & Risk Management Experience July 2006 - Present
Job Associate Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management July 2006 - Present
Farmers Insurance Agency, Houston - TX November 1999 - August 2005
Procter & Gamble Vietnam November 1995 - April 1999
Skills
Casualty, Commercial Insurance, Liability, Property & Casualty..., General Insurance, Risk Management, Enterprise Risk..., Insurance, Commercial Lines, Brokers, Employee Benefits, Underwriting, Professional Liability, Legal Liability
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
BBA, Finance & Management, Graduated Summa Cum Laude
Hanoi Foreign Language University 1991 — 1994
BA, English
Wortham Insurance & Risk Management July 2006 - Present
Farmers Insurance Agency, Houston - TX November 1999 - August 2005
Procter & Gamble Vietnam November 1995 - April 1999
Skills
Casualty, Commercial Insurance, Liability, Property & Casualty..., General Insurance, Risk Management, Enterprise Risk..., Insurance, Commercial Lines, Brokers, Employee Benefits, Underwriting, Professional Liability, Legal Liability
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
BBA, Finance & Management, Graduated Summa Cum Laude
Hanoi Foreign Language University 1991 — 1994
BA, English
Bayly Mears's Wortham Insurance & Risk Management Experience August 2012 - September 2012
Job Student at The George Washington University
Industry
Experience
Targeted Victory June 2014 - August 2014
Wortham Insurance & Risk Management August 2012 - September 2012
United States Senate May 2010 - June 2010
Skills
Social Media, Strategic Planning, Research, Marketing, PowerPoint, Strategy, Microsoft Excel, Microsoft Word, Social Media Marketing, Market Research
Education
The George Washington University 2012 — 2015
Bachelor of Science (BS), International Business
Episcopal High School 2006 — 2010
High School
Targeted Victory June 2014 - August 2014
Wortham Insurance & Risk Management August 2012 - September 2012
United States Senate May 2010 - June 2010
Skills
Social Media, Strategic Planning, Research, Marketing, PowerPoint, Strategy, Microsoft Excel, Microsoft Word, Social Media Marketing, Market Research
Education
The George Washington University 2012 — 2015
Bachelor of Science (BS), International Business
Episcopal High School 2006 — 2010
High School
Elliot Witt Elliot Witt's Wortham Insurance & Risk Management Experience August 2006 - Present
Job Associate Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management August 2006 - Present
The Hartford May 2005 - August 2006
Skills
Commercial Insurance, Insurance, Underwriting, Property & Casualty..., Workers Compensation, General Liability, Risk Management, Brokerage, Claim, Umbrella Insurance, Commercial Lines, Property
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance
Wortham Insurance & Risk Management August 2006 - Present
The Hartford May 2005 - August 2006
Skills
Commercial Insurance, Insurance, Underwriting, Property & Casualty..., Workers Compensation, General Liability, Risk Management, Brokerage, Claim, Umbrella Insurance, Commercial Lines, Property
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance
Paige M. Cokinos Paige M. Cokinos's Wortham Insurance & Risk Management Experience October 1993 - October 2007
Job Higginbotham & Associates Commercial Insurance Practice Since 1980
Industry Insurance
Experience
Higginbotham Insurance Agency Inc October 2009 - Present
Independent Insurance Agents and Brokers of America October 1984 - Present
Greater Houston Restaurant Association 1990 - 2015
McGriff, Seibels & Williams October 2007 - September 2009
Wortham Insurance & Risk Management October 1993 - October 2007
Insurance Concepts Inc. September 1989 - September 1992
Cokinos Insurance Agency October 1983 - September 1989
Skills
Customer Service, Customer Relations, Non-profits, Insurance, Risk Management, Analysis, Coaching, Account Management, Property & Casualty..., New Business Development, Writing, Fundraising, Contract Negotiation, Small Business, Management, Nonprofits, Commercial Insurance, Marketing, Team Building, Leadership, Sales, Leadership Development, Life Insurance, Team Leadership, Business Development, Strategy, Social Media, Event Planning, Training, Marketing Communications, Business Planning, Start-ups, Social Media Marketing, Microsoft Word, Employee Benefits, Marketing Strategy, Social Networking, Financial Analysis, Sales Management
Education
Continental Insurance Underwritng Training School 1980 — 1981
Property Underwriter, Property, Liability, Crime and Workers' Compensation
Texas A&M University 1974 — 1979
Bach of Science, Economics
Higginbotham Insurance Agency Inc October 2009 - Present
Independent Insurance Agents and Brokers of America October 1984 - Present
Greater Houston Restaurant Association 1990 - 2015
McGriff, Seibels & Williams October 2007 - September 2009
Wortham Insurance & Risk Management October 1993 - October 2007
Insurance Concepts Inc. September 1989 - September 1992
Cokinos Insurance Agency October 1983 - September 1989
Skills
Customer Service, Customer Relations, Non-profits, Insurance, Risk Management, Analysis, Coaching, Account Management, Property & Casualty..., New Business Development, Writing, Fundraising, Contract Negotiation, Small Business, Management, Nonprofits, Commercial Insurance, Marketing, Team Building, Leadership, Sales, Leadership Development, Life Insurance, Team Leadership, Business Development, Strategy, Social Media, Event Planning, Training, Marketing Communications, Business Planning, Start-ups, Social Media Marketing, Microsoft Word, Employee Benefits, Marketing Strategy, Social Networking, Financial Analysis, Sales Management
Education
Continental Insurance Underwritng Training School 1980 — 1981
Property Underwriter, Property, Liability, Crime and Workers' Compensation
Texas A&M University 1974 — 1979
Bach of Science, Economics
Eric Lodge Eric Lodge's Wortham Insurance & Risk Management Experience June 2012 - December 2012
Job Commercial Underwriter at SureTec
Industry Insurance
Experience
SureTec Insurance Company July 2014 - Present
Zurich North America August 2013 - June 2014
Wortham Insurance & Risk Management June 2012 - December 2012
Q Investments April 2010 - August 2010
Skills
Golf, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales, Teamwork, Outlook, Social Media, Golf Instruction, Data Analysis, Contract Negotiation, Account Management, Event Management, Access, Risk Management, Umbrella Insurance, Business Planning, Insurance, Research, Financial Analysis, Leadership, Budgets, Casualty, Analysis, Customer Service, Casualty Insurance
Education
Neeley School of Business 2010 — 2012
Bachelor of Business Administration, Business; Entrepreneurial Management
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
SureTec Insurance Company July 2014 - Present
Zurich North America August 2013 - June 2014
Wortham Insurance & Risk Management June 2012 - December 2012
Q Investments April 2010 - August 2010
Skills
Golf, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales, Teamwork, Outlook, Social Media, Golf Instruction, Data Analysis, Contract Negotiation, Account Management, Event Management, Access, Risk Management, Umbrella Insurance, Business Planning, Insurance, Research, Financial Analysis, Leadership, Budgets, Casualty, Analysis, Customer Service, Casualty Insurance
Education
Neeley School of Business 2010 — 2012
Bachelor of Business Administration, Business; Entrepreneurial Management
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Robert Crosby Robert Crosby's Wortham Insurance & Risk Management Experience September 2007 - April 2015
Job Executive Director Independent Insurance Agents of San Antonio
Industry Insurance
Experience
Independent Insurance Agents of San Antonio February 2015 - Present
Wortham Insurance & Risk Management September 2007 - April 2015
Crosby Bigelow Fitzgerald Insurance Agency January 1991 - August 2007
AON November 1985 - December 1990
Marsh & McLennan Companies August 1978 - November 1985
Faught Insurance Services May 1966 - August 1978
Skills
Social Media, Property & Casualty..., Mergers & Acquisitions, Insurance, D&O, Accounting, Strategic Planning, Business Planning, Start-ups, Non-profits, Professional Liability, New Business Development, Healthcare, Financial Analysis, Marketing Communications, Commercial Lines, Risk Management, Umbrella Insurance, Casualty, Health Insurance, Underwriting, Nonprofits, Life Insurance, Microsoft Office, Liability, Employment Practices..., Event Planning, Workers Compensation, General Insurance, Customer Service, Commercial Insurance, Legal Liability, Account Management, Brokers, Marketing, Leadership, Captives, Disability Insurance, Employee Benefits, Casualty Insurance, Reinsurance, Excess, Inland Marine
Education
University of Houston 1968 — 1971
Bachelor of Arts (B.A.), Political Science and Government
University of Houston 1968 — 1971
BA in Political Science, Political Science and Psychology
Independent Insurance Agents of San Antonio February 2015 - Present
Wortham Insurance & Risk Management September 2007 - April 2015
Crosby Bigelow Fitzgerald Insurance Agency January 1991 - August 2007
AON November 1985 - December 1990
Marsh & McLennan Companies August 1978 - November 1985
Faught Insurance Services May 1966 - August 1978
Skills
Social Media, Property & Casualty..., Mergers & Acquisitions, Insurance, D&O, Accounting, Strategic Planning, Business Planning, Start-ups, Non-profits, Professional Liability, New Business Development, Healthcare, Financial Analysis, Marketing Communications, Commercial Lines, Risk Management, Umbrella Insurance, Casualty, Health Insurance, Underwriting, Nonprofits, Life Insurance, Microsoft Office, Liability, Employment Practices..., Event Planning, Workers Compensation, General Insurance, Customer Service, Commercial Insurance, Legal Liability, Account Management, Brokers, Marketing, Leadership, Captives, Disability Insurance, Employee Benefits, Casualty Insurance, Reinsurance, Excess, Inland Marine
Education
University of Houston 1968 — 1971
Bachelor of Arts (B.A.), Political Science and Government
University of Houston 1968 — 1971
BA in Political Science, Political Science and Psychology
Russ Sartain's Wortham Insurance & Risk Management Experience January 2001 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 2001 - Present
Skills
Employee Benefits, Insurance, Property & Casualty..., Contract Negotiation, Management, Risk Management, Brokers, Private Equity, Liability, Commercial Insurance, Underwriting, Life Insurance, Casualty, Leadership, Strategic Planning, Workers Compensation, Real Estate, Legal Liability, Portfolio Management, Claims Management, Nonprofits, Accounting, Professional Liability, Healthcare, General Insurance, Analysis, Due Diligence, D&O, Energy, Budgets, Insurance Brokerage, Non-profits
Education
The University of Texas at Austin
Wortham Insurance & Risk Management January 2001 - Present
Skills
Employee Benefits, Insurance, Property & Casualty..., Contract Negotiation, Management, Risk Management, Brokers, Private Equity, Liability, Commercial Insurance, Underwriting, Life Insurance, Casualty, Leadership, Strategic Planning, Workers Compensation, Real Estate, Legal Liability, Portfolio Management, Claims Management, Nonprofits, Accounting, Professional Liability, Healthcare, General Insurance, Analysis, Due Diligence, D&O, Energy, Budgets, Insurance Brokerage, Non-profits
Education
The University of Texas at Austin
Alexander Mota, ARM Alexander Mota, ARM's Wortham Insurance & Risk Management Experience February 2000 - December 2012
Job Retired from Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management February 2000 - December 2012
Aon Risk Services March 1996 - December 1999
Alexander & Alexander of Texas, Inc. October 1984 - March 1996
Marsh September 1976 - October 1984
Travelers September 1971 - September 1976
Gulf Oil Company June 1968 - July 1971
Skills
Property & Casualty..., Casualty, Legal Liability, Liability, Commercial Insurance, Insurance Law, P&I, Aviation, Inland Marine, Brokers, Professional Liability, Claim, Underwriting, Casualty Insurance
Education
Texas A&M University at Galveston
BS, Marine Transportation
Wortham Insurance & Risk Management February 2000 - December 2012
Aon Risk Services March 1996 - December 1999
Alexander & Alexander of Texas, Inc. October 1984 - March 1996
Marsh September 1976 - October 1984
Travelers September 1971 - September 1976
Gulf Oil Company June 1968 - July 1971
Skills
Property & Casualty..., Casualty, Legal Liability, Liability, Commercial Insurance, Insurance Law, P&I, Aviation, Inland Marine, Brokers, Professional Liability, Claim, Underwriting, Casualty Insurance
Education
Texas A&M University at Galveston
BS, Marine Transportation
Walker Steward's Wortham Insurance & Risk Management Experience March 2008 - October 2010
Job Founding Partner at Blue Roads
Industry Oil & Energy
Experience
Blue Roads Solutions LLC September 2014 - Present
Natural Gas Technologies, LLC June 2013 - December 2014
Higginbotham & Associates October 2010 - June 2013
Wortham Insurance & Risk Management March 2008 - October 2010
U.S. Department of Commerce August 2005 - December 2007
Skills
Message Development, Communication Training, Public Affairs, Facebook, Nonprofits, Political Consulting, Press Releases, Community Outreach, Media Relations, Public Relations, Event Planning, Marketing Communications, Legislative Relations, Social Media Marketing, Editing, Social Media, Crisis Communications, Speech Writing, Integrated Marketing, Coalitions, Legislation, Commercial Insurance, Public Policy, Politics, Grassroots Organizing, Strategic Planning, Event Management, Internal Communications, Political Campaigns, Program Management, Policy Analysis
Education
The University of Texas at Austin 2000 — 2004
Blue Roads Solutions LLC September 2014 - Present
Natural Gas Technologies, LLC June 2013 - December 2014
Higginbotham & Associates October 2010 - June 2013
Wortham Insurance & Risk Management March 2008 - October 2010
U.S. Department of Commerce August 2005 - December 2007
Skills
Message Development, Communication Training, Public Affairs, Facebook, Nonprofits, Political Consulting, Press Releases, Community Outreach, Media Relations, Public Relations, Event Planning, Marketing Communications, Legislative Relations, Social Media Marketing, Editing, Social Media, Crisis Communications, Speech Writing, Integrated Marketing, Coalitions, Legislation, Commercial Insurance, Public Policy, Politics, Grassroots Organizing, Strategic Planning, Event Management, Internal Communications, Political Campaigns, Program Management, Policy Analysis
Education
The University of Texas at Austin 2000 — 2004
Alanna Begg Alanna Begg's Wortham Insurance & Risk Management Experience September 2007 - December 2009
Job Marine & Energy at Lockton Companies
Industry Insurance
Experience
Lockton Companies February 2012 - Present
Insgroup, Inc. December 2010 - February 2012
Wortham Insurance & Risk Management September 2007 - December 2009
Aon Risk Services March 2006 - August 2007
Travelers December 2001 - March 2006
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Underwriting, Risk Management, Liability, Legal Liability, Insurance, Brokers, Umbrella Insurance, CPCU, Casualty, General Insurance, Claim, D, Health Insurance, Employee Benefits, Employment Practices..., Marketing, Excess, Account Management, Customer Service, Inland Marine
Education
University of Houston
Consumer Science/Merchandising
Lockton Companies February 2012 - Present
Insgroup, Inc. December 2010 - February 2012
Wortham Insurance & Risk Management September 2007 - December 2009
Aon Risk Services March 2006 - August 2007
Travelers December 2001 - March 2006
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Underwriting, Risk Management, Liability, Legal Liability, Insurance, Brokers, Umbrella Insurance, CPCU, Casualty, General Insurance, Claim, D, Health Insurance, Employee Benefits, Employment Practices..., Marketing, Excess, Account Management, Customer Service, Inland Marine
Education
University of Houston
Consumer Science/Merchandising
Richard Blades Richard Blades's Wortham Insurance & Risk Management Experience 1993 - Present
Job
Industry Insurance
Experience
Wortham Insurance & Risk Management 1993 - Present
J. H. Blades & Co., Inc. 1985 - 1993
Jenner Fenton Slade - London 1984 - 1985
The Hartford 1982 - 1984
Skills
Insurance Brokerage, Energy Insurance and..., Casualty, Insurance, Commercial Insurance, Employee Benefits, Professional Liability, Risk Management, Liability, Workers Compensation, Brokers, Property & Casualty..., Legal Liability, Underwriting, Reinsurance, General Insurance, Casualty Insurance
Education
The University of Texas at Austin 1978 — 1982
Bachelor's degree, Finance and Insurance
Chartered Property and Casualty Underwriter
Wortham Insurance & Risk Management 1993 - Present
J. H. Blades & Co., Inc. 1985 - 1993
Jenner Fenton Slade - London 1984 - 1985
The Hartford 1982 - 1984
Skills
Insurance Brokerage, Energy Insurance and..., Casualty, Insurance, Commercial Insurance, Employee Benefits, Professional Liability, Risk Management, Liability, Workers Compensation, Brokers, Property & Casualty..., Legal Liability, Underwriting, Reinsurance, General Insurance, Casualty Insurance
Education
The University of Texas at Austin 1978 — 1982
Bachelor's degree, Finance and Insurance
Chartered Property and Casualty Underwriter
Brenda DeBerry Brenda DeBerry's Wortham Insurance & Risk Management Experience October 2013 - Present
Job Tax Accounting Assistant @ Wortham Insurance and Risk Management
Industry Accounting
Experience
Wortham Insurance & Risk Management October 2013 - Present
Accountemps September 2012 - October 2013
VEOPS, LLC July 2012 - September 2012
Michele Beck CPA June 2009 - February 2012
Vector Concepts, Inc May 2007 - March 2009
Grapevine-Colleyville ISD 1992 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Team Building, Payroll, Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation, Human Resources, Bookkeeping, Office Management, QuickBooks, Employee Benefits, Data Entry, Time Management, PeopleSoft, Bank Reconciliation, Spreadsheets, Inventory Management, General Ledger, Administrative..., Process Improvement, Employee Relations, Leadership, Purchasing, Financial Accounting, Auditing, Training
Education
Blinn College 1979 — 1980
General Business
J L McCullough High School 1976 — 1979
Wortham Insurance & Risk Management October 2013 - Present
Accountemps September 2012 - October 2013
VEOPS, LLC July 2012 - September 2012
Michele Beck CPA June 2009 - February 2012
Vector Concepts, Inc May 2007 - March 2009
Grapevine-Colleyville ISD 1992 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Team Building, Payroll, Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation, Human Resources, Bookkeeping, Office Management, QuickBooks, Employee Benefits, Data Entry, Time Management, PeopleSoft, Bank Reconciliation, Spreadsheets, Inventory Management, General Ledger, Administrative..., Process Improvement, Employee Relations, Leadership, Purchasing, Financial Accounting, Auditing, Training
Education
Blinn College 1979 — 1980
General Business
J L McCullough High School 1976 — 1979
Fred Barrera Fred Barrera's Wortham Insurance & Risk Management Experience November 1997 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management November 1997 - Present
Phelps Dunbar LLP May 2005 - July 2005
CorVel Corporation 1996 - 1997
State Farm Insurance 1991 - 1996
Skills
Insurance, Liability, Commercial Insurance, Casualty, Employee Benefits, Legal Liability, Professional Liability, Risk Management, Property & Casualty..., Claim, Employment Law, Contract Negotiation, Legal Compliance, Strategic Human..., Talent Acquisition, HR Policies, Legal, Life Coaching
Education
South Texas College of Law 2001 — 2005
JD, Cum Laude
Southwestern University 1987 — 1991
Bachelor of Arts (B.A.), History
Wortham Insurance & Risk Management November 1997 - Present
Phelps Dunbar LLP May 2005 - July 2005
CorVel Corporation 1996 - 1997
State Farm Insurance 1991 - 1996
Skills
Insurance, Liability, Commercial Insurance, Casualty, Employee Benefits, Legal Liability, Professional Liability, Risk Management, Property & Casualty..., Claim, Employment Law, Contract Negotiation, Legal Compliance, Strategic Human..., Talent Acquisition, HR Policies, Legal, Life Coaching
Education
South Texas College of Law 2001 — 2005
JD, Cum Laude
Southwestern University 1987 — 1991
Bachelor of Arts (B.A.), History
Debbie Anderson, CISR's Wortham Insurance & Risk Management Experience April 2008 - March 2012
Job Select Accounts Manager at Boley Featherston Insurance
Industry Insurance
Experience
Boley Featherston Insurance February 2012 - Present
Wortham Insurance & Risk Management April 2008 - March 2012
Viscern May 2001 - April 2008
Skills
Commercial Insurance, Property & Casualty..., Insurance, Commercial Lines, Team Building, Professional Liability, Account Management, Training, Sales
Education
Texas State University-San Marcos 1994 — 1999
Bachelor of Business Administration (BBA), Marketing
Boley Featherston Insurance February 2012 - Present
Wortham Insurance & Risk Management April 2008 - March 2012
Viscern May 2001 - April 2008
Skills
Commercial Insurance, Property & Casualty..., Insurance, Commercial Lines, Team Building, Professional Liability, Account Management, Training, Sales
Education
Texas State University-San Marcos 1994 — 1999
Bachelor of Business Administration (BBA), Marketing
Gwen Singleton Gwen Singleton's Wortham Insurance & Risk Management Experience June 2009 - August 2009
Job Senior Underwriter at American Empire Underwriters, Inc.
Industry Insurance
Experience
American Empire Underwriters, Inc. July 2011 - Present
Wortham Insurance & Risk Management June 2009 - August 2009
Skills
Training, Legal Liability, Insurance, CPCU, Risk Management, Underwriting, Property & Casualty..., Business Analysis, Portfolio Management, Business Strategy, General Insurance, Microsoft Excel, Reinsurance, Liability, Microsoft Office, Customer Service
Education
Texas Tech University - Rawls College of Business 2005 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Bellaire High School 2001 — 2005
American Empire Underwriters, Inc. July 2011 - Present
Wortham Insurance & Risk Management June 2009 - August 2009
Skills
Training, Legal Liability, Insurance, CPCU, Risk Management, Underwriting, Property & Casualty..., Business Analysis, Portfolio Management, Business Strategy, General Insurance, Microsoft Excel, Reinsurance, Liability, Microsoft Office, Customer Service
Education
Texas Tech University - Rawls College of Business 2005 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Bellaire High School 2001 — 2005
Kristi Vera's Wortham Insurance & Risk Management Experience January 2009 - July 2012
Job Marketing Manager at Brown & Brown Insurance Services dba Alamo Insurance Group
Industry Insurance
Experience
Brown & Brown Insurance September 2015 - Present
Walker Myers Insurance and Risk Management July 2012 - September 2015
Wortham Insurance & Risk Management January 2009 - July 2012
BBVA Compass November 2005 - January 2009
Skills
Inland Marine, Commercial Lines, D&O, Umbrella Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Legal Liability, Excess, General Insurance, Liability, Workers Compensation, Insurance, Risk Management, Account Management, Brokers, Health Insurance
Education
Hallmark University 2005 — 2007
Associate's degree, Business Administration and Management, General
Brown & Brown Insurance September 2015 - Present
Walker Myers Insurance and Risk Management July 2012 - September 2015
Wortham Insurance & Risk Management January 2009 - July 2012
BBVA Compass November 2005 - January 2009
Skills
Inland Marine, Commercial Lines, D&O, Umbrella Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Legal Liability, Excess, General Insurance, Liability, Workers Compensation, Insurance, Risk Management, Account Management, Brokers, Health Insurance
Education
Hallmark University 2005 — 2007
Associate's degree, Business Administration and Management, General
Heather McDonald Heather McDonald's Wortham Insurance & Risk Management Experience February 2014 - September 2015
Job Account Executive Assistant to the President Watkins Insurance Group
Industry Insurance
Experience
Watkins Insurance Group September 2015 - Present
Wortham Insurance & Risk Management February 2014 - September 2015
Texas Insurance Exchange May 2013 - January 2014
Dase Insurance Agency October 2006 - May 2013
Suzanna Harrison Agency, Inc. - Nationwide Insurance January 2006 - October 2006
Texas Specialty Underwriters June 2004 - January 2006
Skills
Property & Casualty..., Commercial Insurance, Direct Marketing, Underwriting Assistant, Accredited Customer..., Insurance, Casualty, Customer Service, Professional Liability, Umbrella Insurance, Underwriting, Legal Liability, Liability, Commercial Lines, Workers Compensation, Brokers, Claims Management, General Insurance
Education
University of Northern Colorado 1990 — 1994
Bachelor of Science, Business Administration with an Emphasis in Marketing
Watkins Insurance Group September 2015 - Present
Wortham Insurance & Risk Management February 2014 - September 2015
Texas Insurance Exchange May 2013 - January 2014
Dase Insurance Agency October 2006 - May 2013
Suzanna Harrison Agency, Inc. - Nationwide Insurance January 2006 - October 2006
Texas Specialty Underwriters June 2004 - January 2006
Skills
Property & Casualty..., Commercial Insurance, Direct Marketing, Underwriting Assistant, Accredited Customer..., Insurance, Casualty, Customer Service, Professional Liability, Umbrella Insurance, Underwriting, Legal Liability, Liability, Commercial Lines, Workers Compensation, Brokers, Claims Management, General Insurance
Education
University of Northern Colorado 1990 — 1994
Bachelor of Science, Business Administration with an Emphasis in Marketing
Glenn Godfrey Glenn Godfrey's Wortham Insurance & Risk Management Experience February 2013 - Present
Job Associate Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management February 2013 - Present
Law Office of Glenn Godfrey April 2012 - February 2013
The Community and Economic Development Law Clinic August 2010 - May 2011
Berliner, Corcoran & Rowe, LLP May 2010 - August 2010
Skills
Non-profits, Corporate Governance, Legal Advice, Community Outreach, Commercial Insurance, Casualty, Excess & Surplus Lines, Risk Management, Legal Assistance, Nonprofits, Insurance
Education
American University, Washington College of Law 2008 — 2011
JD, Law
Southern Methodist University 2002 — 2005
Bachelor's degree, Political Science and Government
Wortham Insurance & Risk Management February 2013 - Present
Law Office of Glenn Godfrey April 2012 - February 2013
The Community and Economic Development Law Clinic August 2010 - May 2011
Berliner, Corcoran & Rowe, LLP May 2010 - August 2010
Skills
Non-profits, Corporate Governance, Legal Advice, Community Outreach, Commercial Insurance, Casualty, Excess & Surplus Lines, Risk Management, Legal Assistance, Nonprofits, Insurance
Education
American University, Washington College of Law 2008 — 2011
JD, Law
Southern Methodist University 2002 — 2005
Bachelor's degree, Political Science and Government
PATRICIA ALPERIN PATRICIA ALPERIN's Wortham Insurance & Risk Management Experience January 2008 - December 2010
Job Staff Accountant
Industry Accounting
Experience
ALAMO GROUP, INC. June 2012 - Present
WORTHAM INSURANCE & RISK MANAGEMENT January 2008 - December 2010
MASSINGHAM & ASSOCIATES August 2005 - June 2007
CIRCUS CIRCUS HOTEL/CASINO January 1997 - April 2004
SUPERINTENDENCIA de BANCOS y SEGUROS January 1982 - January 1997
Skills
QuickBooks, Accounting, Oracle, Sagitta, General Ledger, GAAP, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Financial Statements, Auditing, Internal Audit, Journal Entries, Bank Reconciliation, Account Reconciliation, Fixed Assets, Banking, Balance, Variance Analysis, Revenue Recognition, Financial Accounting, Accountants, US GAAP, Time Management, Invoicing, Cash Flow, Expenses, Depreciation, Financial Reporting, Spreadsheets, Year-end Close
Education
Pontificia Universidad Católica del Ecuador 1989 — 1993
BACHELORS OF ENGINEERING, ACCOUNTING AND AUDITING
University of Nevada-Reno
Course completed in MANAGERIAL ACCOUNTING
ALAMO GROUP, INC. June 2012 - Present
WORTHAM INSURANCE & RISK MANAGEMENT January 2008 - December 2010
MASSINGHAM & ASSOCIATES August 2005 - June 2007
CIRCUS CIRCUS HOTEL/CASINO January 1997 - April 2004
SUPERINTENDENCIA de BANCOS y SEGUROS January 1982 - January 1997
Skills
QuickBooks, Accounting, Oracle, Sagitta, General Ledger, GAAP, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Financial Statements, Auditing, Internal Audit, Journal Entries, Bank Reconciliation, Account Reconciliation, Fixed Assets, Banking, Balance, Variance Analysis, Revenue Recognition, Financial Accounting, Accountants, US GAAP, Time Management, Invoicing, Cash Flow, Expenses, Depreciation, Financial Reporting, Spreadsheets, Year-end Close
Education
Pontificia Universidad Católica del Ecuador 1989 — 1993
BACHELORS OF ENGINEERING, ACCOUNTING AND AUDITING
University of Nevada-Reno
Course completed in MANAGERIAL ACCOUNTING
Rhonda Manuel Rhonda Manuel's Wortham Insurance & Risk Management Experience January 2012 - Present
Job Tax Manager
Industry Insurance
Experience
Wortham Insurance & Risk Management January 2012 - Present
MCDERMOTT INC August 2006 - July 2011
GDF SUEZ Energy Resources NA June 2004 - July 2006
Briggs & Veselka Co. December 2003 - June 2004
Deloitte & Touche LLP May 2002 - October 2003
Arthur Andersen LLP September 1998 - May 2002
Skills
Tax, Fixed Assets, Preparation, Tax Returns, FIN 48, Tax Accounting, Accounting, Corporate Tax, Financial Reporting, International Tax
Education
North Carolina State University 1996 — 1998
MASTERS, ACCOUNTING
Texas A&M University 1984 — 1989
BACHELORS, FINANCE
Wortham Insurance & Risk Management January 2012 - Present
MCDERMOTT INC August 2006 - July 2011
GDF SUEZ Energy Resources NA June 2004 - July 2006
Briggs & Veselka Co. December 2003 - June 2004
Deloitte & Touche LLP May 2002 - October 2003
Arthur Andersen LLP September 1998 - May 2002
Skills
Tax, Fixed Assets, Preparation, Tax Returns, FIN 48, Tax Accounting, Accounting, Corporate Tax, Financial Reporting, International Tax
Education
North Carolina State University 1996 — 1998
MASTERS, ACCOUNTING
Texas A&M University 1984 — 1989
BACHELORS, FINANCE
Brooke Federman's Wortham Insurance & Risk Management Experience Commercial Lines Account ManagerWortham2008 - Present
Job Commercial Lines Account Manager at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management Commercial Lines Account ManagerWortham2008 - Present
Skills
Account Management, Commercial Insurance, Commercial Lines, Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Casualty
Education
Texas State University 2000 — 2004
Bachelor of Arts, English/Mass Comm
Wortham Insurance & Risk Management Commercial Lines Account ManagerWortham2008 - Present
Skills
Account Management, Commercial Insurance, Commercial Lines, Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Casualty
Education
Texas State University 2000 — 2004
Bachelor of Arts, English/Mass Comm
William Page William Page's Wortham Insurance & Risk Management Experience 2007 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Independent Insurance Agents of Austin 2011 - Present
Wortham Insurance & Risk Management 2007 - Present
Seton Forum 2010 - 2013
Frost Insurance January 2002 - October 2007
Skills
Brokers, Commercial Insurance, Insurance, Employment Practices..., Employee Benefits, Property & Casualty..., Risk Management, Portfolio Management, Professional Liability, Life Insurance, Legal Liability, Health Insurance, Nonprofits, Management, CRM, Underwriting, Umbrella Insurance, Liability, Small Business, Excess, Commercial Lines, Directors & Officers..., Casualty, D&O, Claims Management, Marketing Communications, Real Estate
Education
Texas Christian University 1995 — 1999
BBA, Business
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
BBA, Finance
Independent Insurance Agents of Austin 2011 - Present
Wortham Insurance & Risk Management 2007 - Present
Seton Forum 2010 - 2013
Frost Insurance January 2002 - October 2007
Skills
Brokers, Commercial Insurance, Insurance, Employment Practices..., Employee Benefits, Property & Casualty..., Risk Management, Portfolio Management, Professional Liability, Life Insurance, Legal Liability, Health Insurance, Nonprofits, Management, CRM, Underwriting, Umbrella Insurance, Liability, Small Business, Excess, Commercial Lines, Directors & Officers..., Casualty, D&O, Claims Management, Marketing Communications, Real Estate
Education
Texas Christian University 1995 — 1999
BBA, Business
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
BBA, Finance
Kenneth Wells, MD, MBA Kenneth Wells, MD, MBA's Wortham Insurance & Risk Management Experience 2011 - Present
Job Medical Director Consultant and President of Alken Health Resources
Industry Hospital & Health Care
Experience
Alken Health Resources January 1988 - Present
Wortham Insurance & Risk Management 2011 - Present
EPCO, Inc. 2007 - 2014
CHRISTUS Health 2007 - 2014
Apache Corporation 2007 - 2014
University of St. Thomas-Houston 2007 - 2014
City of Houston July 2011 - August 2013
Greater Houston Partnership 2000 - 2013
MemorialHermann Hospital January 2007 - August 2012
Houston Hospice 2006 - 2012
Skills
Healthcare, Healthcare Management, Strategic Planning, Hospitals, Healthcare Information..., Medicine, Clinical Research, Public Speaking, Team Building, Leadership, Public Health, Change Management, Access, Healthcare Consulting, Community Outreach, Program Management, Start-ups, Training, Management, Research, Human Resources, Process Improvement, Prevention, Strategy, Physicians, Health Education, Analysis, Business Strategy, Managed Care, Leadership Development, Policy, Nonprofits, Entrepreneurship, Fundraising, Program Development, Executive Management, Budgets, Wellness, Treatment, Patient Safety, Project Management, Risk Management, Informatics, Employee Benefits, Quality Improvement, Nursing, Case Managment, Health Policy, Consulting, Disease Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MM, Management
The University of Texas Health Science Center at Houston 1989 — 1990
Occupational Medicine Residency
The University of Texas Health Science Center at Houston 1986 — 1989
Family Practice Residency
The University of Texas Medical School at Houston 1982 — 1986
MD, Medicine
The University of Texas Health Science Center at Houston-School of Public Health 1980 — 1982
MPH, Public Health
Texas Southern University-School of Pharmacy 1976 — 1980
BS, Pharmacy
Alken Health Resources January 1988 - Present
Wortham Insurance & Risk Management 2011 - Present
EPCO, Inc. 2007 - 2014
CHRISTUS Health 2007 - 2014
Apache Corporation 2007 - 2014
University of St. Thomas-Houston 2007 - 2014
City of Houston July 2011 - August 2013
Greater Houston Partnership 2000 - 2013
MemorialHermann Hospital January 2007 - August 2012
Houston Hospice 2006 - 2012
Skills
Healthcare, Healthcare Management, Strategic Planning, Hospitals, Healthcare Information..., Medicine, Clinical Research, Public Speaking, Team Building, Leadership, Public Health, Change Management, Access, Healthcare Consulting, Community Outreach, Program Management, Start-ups, Training, Management, Research, Human Resources, Process Improvement, Prevention, Strategy, Physicians, Health Education, Analysis, Business Strategy, Managed Care, Leadership Development, Policy, Nonprofits, Entrepreneurship, Fundraising, Program Development, Executive Management, Budgets, Wellness, Treatment, Patient Safety, Project Management, Risk Management, Informatics, Employee Benefits, Quality Improvement, Nursing, Case Managment, Health Policy, Consulting, Disease Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MM, Management
The University of Texas Health Science Center at Houston 1989 — 1990
Occupational Medicine Residency
The University of Texas Health Science Center at Houston 1986 — 1989
Family Practice Residency
The University of Texas Medical School at Houston 1982 — 1986
MD, Medicine
The University of Texas Health Science Center at Houston-School of Public Health 1980 — 1982
MPH, Public Health
Texas Southern University-School of Pharmacy 1976 — 1980
BS, Pharmacy
Cathleen Moffett's Wortham Insurance & Risk Management Experience August 1999 - Present
Job Claims Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management August 1999 - Present
Skills
Casualty, General Insurance, Insurance, Legal Liability, Property, Underwriting, Commercial Insurance, Professional Liability, Workers Compensation, Casualty Insurance, Risk Management, Brokers, Litigation Management, Property
Education
Texas Christian University 1968 — 1972
Lamar High School
Wortham Insurance & Risk Management August 1999 - Present
Skills
Casualty, General Insurance, Insurance, Legal Liability, Property, Underwriting, Commercial Insurance, Professional Liability, Workers Compensation, Casualty Insurance, Risk Management, Brokers, Litigation Management, Property
Education
Texas Christian University 1968 — 1972
Lamar High School
Daniel Traber Daniel Traber's Wortham Insurance & Risk Management Experience October 2008 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management October 2008 - Present
Skills
Commercial Insurance, Casualty, Property & Casualty..., Brokers, Liability, Underwriting, General Insurance, Insurance, Professional Liability, Legal Liability, Workers Compensation, Umbrella Insurance, D&O, Risk Management
Education
Sam Houston State University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Wortham Insurance & Risk Management October 2008 - Present
Skills
Commercial Insurance, Casualty, Property & Casualty..., Brokers, Liability, Underwriting, General Insurance, Insurance, Professional Liability, Legal Liability, Workers Compensation, Umbrella Insurance, D&O, Risk Management
Education
Sam Houston State University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Lisa (Ahrens) Edmondson Lisa (Ahrens) Edmondson's Wortham Insurance & Risk Management Experience April 2009 - January 2014
Job Operations Specialist at 401(k) Advisors
Industry Financial Services
Experience
401(k) Advisors February 2014 - Present
Wortham Insurance & Risk Management April 2009 - January 2014
Texas Department of Family and Protective Services May 2008 - April 2009
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Umbrella Insurance, Claim, Marketing
Education
The University of Texas at Arlington 2006 — 2008
Bachelor of Social Work, Social Work
Howard Payne University 2004 — 2006
Social Work
401(k) Advisors February 2014 - Present
Wortham Insurance & Risk Management April 2009 - January 2014
Texas Department of Family and Protective Services May 2008 - April 2009
Skills
Property & Casualty..., Insurance, Liability, General Insurance, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Umbrella Insurance, Claim, Marketing
Education
The University of Texas at Arlington 2006 — 2008
Bachelor of Social Work, Social Work
Howard Payne University 2004 — 2006
Social Work
Kristina Gaskey's Wortham Insurance & Risk Management Experience May 2014 - August 2015
Job Insurance and Client Service at Investec Wealth Strategies
Industry Insurance
Experience
Investec Wealth Strategies August 2015 - Present
Wortham Insurance & Risk Management May 2014 - August 2015
Elite Marketing Group April 2013 - May 2014
Robinson Family Insurance April 2009 - April 2013
Bob Howard Insurance April 2009 - April 2013
State Farm Insurance August 2008 - February 2009
Woodforest National Bank January 2004 - August 2008
Education
Lamar University 2003 — 2003
Communications
Anahuac High School 2000 — 2003
High School Diploma
Investec Wealth Strategies August 2015 - Present
Wortham Insurance & Risk Management May 2014 - August 2015
Elite Marketing Group April 2013 - May 2014
Robinson Family Insurance April 2009 - April 2013
Bob Howard Insurance April 2009 - April 2013
State Farm Insurance August 2008 - February 2009
Woodforest National Bank January 2004 - August 2008
Education
Lamar University 2003 — 2003
Communications
Anahuac High School 2000 — 2003
High School Diploma
Leigh Ann Rodgers, CIC's Wortham Insurance & Risk Management Experience July 2013 - Present
Job Managing Director, Wortham Risk Management Houston
Industry Insurance
Experience
Wortham July 2015 - Present
Wortham Insurance & Risk Management July 2013 - Present
Willis March 2011 - July 2013
Placement Broker 2008 - 2011
Brown & Brown of Louisiana 2005 - 2008
Lloyds of London 2005 - 2005
Knox Insurance Louisiana 2003 - 2005
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, Professional Liability, Liability, Workers Compensation, Underwriting, Brokers, Legal Liability, General Insurance, Risk Management, Employment Practices..., D&O, Commercial Lines, Captives, Excess, Employee Benefits, Umbrella Insurance, Negotiation, Reinsurance, Claim, Health Insurance, Financial Risk, Claims Management, Insurance Brokerage, Property, Inland Marine, Claims Handling, Claims Resolution, Property Claims, Insurance Consulting
Education
University of Louisiana at Lafayette 2003 — 2006
B.S. Business Administration, Insurance & Risk Management
Wortham July 2015 - Present
Wortham Insurance & Risk Management July 2013 - Present
Willis March 2011 - July 2013
Placement Broker 2008 - 2011
Brown & Brown of Louisiana 2005 - 2008
Lloyds of London 2005 - 2005
Knox Insurance Louisiana 2003 - 2005
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, Professional Liability, Liability, Workers Compensation, Underwriting, Brokers, Legal Liability, General Insurance, Risk Management, Employment Practices..., D&O, Commercial Lines, Captives, Excess, Employee Benefits, Umbrella Insurance, Negotiation, Reinsurance, Claim, Health Insurance, Financial Risk, Claims Management, Insurance Brokerage, Property, Inland Marine, Claims Handling, Claims Resolution, Property Claims, Insurance Consulting
Education
University of Louisiana at Lafayette 2003 — 2006
B.S. Business Administration, Insurance & Risk Management
Maria Hernandez-Cuevas Maria Hernandez-Cuevas's Wortham Insurance & Risk Management Experience July 2014 - Present
Job Account Executive at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management July 2014 - Present
Waldman Bros. September 2009 - June 2014
HRH September 2006 - May 2009
PacifiCare, a United Healthcare Company April 2004 - September 2006
Mercer Human Resource Consulting October 2001 - April 2004
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Self-funded, Brokers, HRA, Benefits Administration, Dentistry, Disability Insurance, Customer Service, Account Management, Healthcare, Microsoft Excel, Microsoft Office, Medicare, Strategic Planning, Term Life Insurance, Life Insurance, Employee Benefits Design, COBRA, Health Care Reform, Flexible Spending..., Long-term Care
Education
LeTourneau University 2008 — 2014
Bachelor of Business Administration (B.B.A.)
LeTourneau University 2008 — 2013
Bachelors, Business Administration, 3.6
Wortham Insurance & Risk Management July 2014 - Present
Waldman Bros. September 2009 - June 2014
HRH September 2006 - May 2009
PacifiCare, a United Healthcare Company April 2004 - September 2006
Mercer Human Resource Consulting October 2001 - April 2004
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Self-funded, Brokers, HRA, Benefits Administration, Dentistry, Disability Insurance, Customer Service, Account Management, Healthcare, Microsoft Excel, Microsoft Office, Medicare, Strategic Planning, Term Life Insurance, Life Insurance, Employee Benefits Design, COBRA, Health Care Reform, Flexible Spending..., Long-term Care
Education
LeTourneau University 2008 — 2014
Bachelor of Business Administration (B.B.A.)
LeTourneau University 2008 — 2013
Bachelors, Business Administration, 3.6
Eddie D. Moreno Eddie D. Moreno's Wortham Insurance & Risk Management Experience February 2008 - Present
Job Assistant Technician at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management February 2008 - Present
Aon March 2002 - October 2007
US Army May 1995 - May 1998
Skills
General Insurance, Aviation Insurance, Automobile Liability, Workers Compensation, Microsoft Excel, Invoice Processing, Property & Casualty..., Certificates Of..., Microsoft Word, Outlook, Quality Assurance, Problem Solving, Direct Client..., Client Issue Resolution, High Proficiency, Commercial Insurance, Umbrella Insurance, Invoicing, Casualty, Legal Liability, Professional Liability, Casualty Insurance, Customer Service, Underwriting, Insurance, Microsoft Office
Education
Central Texas College
Victoria College
Stroman High School
Wortham Insurance & Risk Management February 2008 - Present
Aon March 2002 - October 2007
US Army May 1995 - May 1998
Skills
General Insurance, Aviation Insurance, Automobile Liability, Workers Compensation, Microsoft Excel, Invoice Processing, Property & Casualty..., Certificates Of..., Microsoft Word, Outlook, Quality Assurance, Problem Solving, Direct Client..., Client Issue Resolution, High Proficiency, Commercial Insurance, Umbrella Insurance, Invoicing, Casualty, Legal Liability, Professional Liability, Casualty Insurance, Customer Service, Underwriting, Insurance, Microsoft Office
Education
Central Texas College
Victoria College
Stroman High School
David LeFevre David LeFevre's Wortham Insurance & Risk Management Experience April 2012 - Present
Job ERISA Counsel at Wortham Insurance & Risk Management
Industry Higher Education
Experience
Wortham Insurance & Risk Management April 2012 - Present
ERISAfire.com April 2015 - Present
Dunn & Davison July 2009 - Present
Mid America Learning October 2009 - October 2011
Brown & Dunn, P.C. August 2007 - July 2009
Brown & Dunn, P.C. May 2006 - August 2007
Harris McCausland May 2005 - August 2005
Skills
ERISA, Employee Benefits, Corporate Law, Administrative Law, Mergers, Mergers & Acquisitions, Legal Research, Legal Advice, Insurance, Legal Writing
Education
University of Missouri-Columbia School of Law 2004 — 2007
Juris Doctorate, Alternative Dispute Resolution
University of Missouri-Columbia 2000 — 2004
B.A., Political Science
Wortham Insurance & Risk Management April 2012 - Present
ERISAfire.com April 2015 - Present
Dunn & Davison July 2009 - Present
Mid America Learning October 2009 - October 2011
Brown & Dunn, P.C. August 2007 - July 2009
Brown & Dunn, P.C. May 2006 - August 2007
Harris McCausland May 2005 - August 2005
Skills
ERISA, Employee Benefits, Corporate Law, Administrative Law, Mergers, Mergers & Acquisitions, Legal Research, Legal Advice, Insurance, Legal Writing
Education
University of Missouri-Columbia School of Law 2004 — 2007
Juris Doctorate, Alternative Dispute Resolution
University of Missouri-Columbia 2000 — 2004
B.A., Political Science
Stormie Partee's Wortham Insurance & Risk Management Experience July 2013 - Present
Job Commercial Lines CSR at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management July 2013 - Present
Safe Harbor Benefits, Inc March 2011 - June 2013
Allied North America Insurance Brokerage of TX, LLC. August 2006 - December 2008
Allied North America Insurance Brokerage of TX, LLC. June 2004 - August 2006
Skills
Commercial Insurance, Workers Compensation, General Liability, Business Auto Insurance, Umbrella / Excess..., Professional Liability, Customer Service, Account Management, Property, Risk Management, General Insurance, Inland Marine, Homeowners, Employment Practices..., Surety Bonds, Liability Analysis, Cyber Liability, Directors & Officers..., Flood Insurance, Legal Liability, Casualty, Commercial Lines, Brokers, Claim, Underwriting, Umbrella Insurance, Casualty Insurance
Education
University of North Texas 2003 — 2008
Bachelors of Business Administration, Insurance and Risk Management
Wortham Insurance & Risk Management July 2013 - Present
Safe Harbor Benefits, Inc March 2011 - June 2013
Allied North America Insurance Brokerage of TX, LLC. August 2006 - December 2008
Allied North America Insurance Brokerage of TX, LLC. June 2004 - August 2006
Skills
Commercial Insurance, Workers Compensation, General Liability, Business Auto Insurance, Umbrella / Excess..., Professional Liability, Customer Service, Account Management, Property, Risk Management, General Insurance, Inland Marine, Homeowners, Employment Practices..., Surety Bonds, Liability Analysis, Cyber Liability, Directors & Officers..., Flood Insurance, Legal Liability, Casualty, Commercial Lines, Brokers, Claim, Underwriting, Umbrella Insurance, Casualty Insurance
Education
University of North Texas 2003 — 2008
Bachelors of Business Administration, Insurance and Risk Management
Betty Gonzalez's Wortham Insurance & Risk Management Experience September 2011 - Present
Job Marketing Representative Small Accounts at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management September 2011 - Present
Wortham Insurance & Risk Management October 1984 - September 2011
John S Dunn November 1980 - December 1982
Skills
Property & Casualty..., Insurance, Liability, Casualty Insurance
Education
Houston Community College
Wortham Insurance & Risk Management September 2011 - Present
Wortham Insurance & Risk Management October 1984 - September 2011
John S Dunn November 1980 - December 1982
Skills
Property & Casualty..., Insurance, Liability, Casualty Insurance
Education
Houston Community College
Jessica Richmond Jessica Richmond's Wortham Insurance & Risk Management Experience May 2012 - Present
Job Surety Bond Specialist at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management May 2012 - Present
Roanoke Trade July 2007 - May 2012
Skills
Bonds, Insurance, Underwriting, Brokers, Account Management, Customer Service, Microsoft Word, Sales, Accounting, Microsoft Office, PowerPoint, Financial Risk, Credit, Microsoft Excel, Analysis
Education
Texas State University-San Marcos 2004 — 2007
Bachelor of Arts, International Studies, International Business, Spanish
Wortham Insurance & Risk Management May 2012 - Present
Roanoke Trade July 2007 - May 2012
Skills
Bonds, Insurance, Underwriting, Brokers, Account Management, Customer Service, Microsoft Word, Sales, Accounting, Microsoft Office, PowerPoint, Financial Risk, Credit, Microsoft Excel, Analysis
Education
Texas State University-San Marcos 2004 — 2007
Bachelor of Arts, International Studies, International Business, Spanish
Lea Lidel's Wortham Insurance & Risk Management Experience April 2012 - March 2014
Job Medical Malpractice Underwriter at ProAssurance
Industry Insurance
Experience
ProAssurance March 2014 - Present
Wortham Insurance & Risk Management April 2012 - March 2014
EMPLOYERS September 2010 - June 2011
Whorton Insurance Services April 2008 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Risk Management, Account Management
Education
University of Houston-Victoria 2011 — 2012
Master of Business Administration (M.B.A.), Management
University of Houston-Victoria 2009 — 2011
Bachelor of Business Administration (B.B.A.), Management
Austin Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
ProAssurance March 2014 - Present
Wortham Insurance & Risk Management April 2012 - March 2014
EMPLOYERS September 2010 - June 2011
Whorton Insurance Services April 2008 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Risk Management, Account Management
Education
University of Houston-Victoria 2011 — 2012
Master of Business Administration (M.B.A.), Management
University of Houston-Victoria 2009 — 2011
Bachelor of Business Administration (B.B.A.), Management
Austin Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Danielle Ker Danielle Ker's Wortham Insurance & Risk Management Experience June 2014 - Present
Job Senior Account Executive at Wortham Insurance
Industry Insurance
Experience
Wortham Insurance & Risk Management June 2014 - Present
Catto & Catto January 2012 - June 2014
SWBC January 2010 - January 2012
Miller's Insurance Agency, Inc. January 2004 - September 2009
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Relationship Management, Team Building, Account Management, Underwriting, Risk Management, Commercial Insurance, Sales, Health Savings Accounts, Workers Compensation, Liability, Property & Casualty...
Education
Temple University 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Wortham Insurance & Risk Management June 2014 - Present
Catto & Catto January 2012 - June 2014
SWBC January 2010 - January 2012
Miller's Insurance Agency, Inc. January 2004 - September 2009
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Relationship Management, Team Building, Account Management, Underwriting, Risk Management, Commercial Insurance, Sales, Health Savings Accounts, Workers Compensation, Liability, Property & Casualty...
Education
Temple University 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Ryan Weber's Wortham Insurance & Risk Management Experience October 2012 - Present
Job Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management October 2012 - Present
Weekley YMCA 2011 - October 2012
Sam Houston State University August 2008 - August 2010
Skills
Insurance Brokerage, Sales, Managing Accounts, Marketing, Commercial Lines..., Commercial Lines..., Risk Management, Account Management, Fundraising, Contract Negotiation, Customer Service, PowerPoint, Team Building, Leadership, Outlook, Sports, Insurance, Microsoft Word, Research, Social Media Marketing, Employee Benefits, Coaching, Facebook, Event Management, Microsoft Excel, Sports Marketing, Cold Calling, Event Planning, Social Networking, Training, Time Management, Editing, Public Speaking, Microsoft Office, Social Media
Education
Sam Houston State University
Master's degree, Sport Management
Sam Houston State University
Bachelor's degree, Criminal Justice
Temple University
Wortham Insurance & Risk Management October 2012 - Present
Weekley YMCA 2011 - October 2012
Sam Houston State University August 2008 - August 2010
Skills
Insurance Brokerage, Sales, Managing Accounts, Marketing, Commercial Lines..., Commercial Lines..., Risk Management, Account Management, Fundraising, Contract Negotiation, Customer Service, PowerPoint, Team Building, Leadership, Outlook, Sports, Insurance, Microsoft Word, Research, Social Media Marketing, Employee Benefits, Coaching, Facebook, Event Management, Microsoft Excel, Sports Marketing, Cold Calling, Event Planning, Social Networking, Training, Time Management, Editing, Public Speaking, Microsoft Office, Social Media
Education
Sam Houston State University
Master's degree, Sport Management
Sam Houston State University
Bachelor's degree, Criminal Justice
Temple University
Lindsay Parmer Lindsay Parmer's Wortham Insurance & Risk Management Experience August 2010 - Present
Job Benefits Coordinator at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management August 2010 - Present
Benefits Unlimited, Inc July 2007 - March 2010
Stewart Title February 2005 - June 2007
Skills
Customer Service, Benefits Administration, Claims Resolution, Human Resources, Health Insurance, Life Insurance, Disability Insurance, COBRA, FMLA, Employee Benefits, Workers Compensation, Insurance, Open Enrollment, Health Savings Accounts, Claim
Education
Texas State University-San Marcos 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Houston Community College 2000 — 2002
Wortham Insurance & Risk Management August 2010 - Present
Benefits Unlimited, Inc July 2007 - March 2010
Stewart Title February 2005 - June 2007
Skills
Customer Service, Benefits Administration, Claims Resolution, Human Resources, Health Insurance, Life Insurance, Disability Insurance, COBRA, FMLA, Employee Benefits, Workers Compensation, Insurance, Open Enrollment, Health Savings Accounts, Claim
Education
Texas State University-San Marcos 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Houston Community College 2000 — 2002
Chris Laski's Wortham Insurance & Risk Management Experience January 2011 - Present
Job Systems Engineer at Wortham Insurance & Risk Management
Industry Information Technology and Services
Experience
Wortham Insurance & Risk Management January 2011 - Present
Partners Consulting August 2008 - January 2011
High Standards Technology February 2008 - August 2008
Skills
Java, C++, C, Ubuntu, Windows Vista, Windows 2000, Photoshop, Blackberry Enterprise..., Windows Remote Desktop, Premiere, LogMeIn, Windows 7
Education
University of Houston 2003 — 2008
Bachelors Of Science, Computer Engineering Technology
Wortham Insurance & Risk Management January 2011 - Present
Partners Consulting August 2008 - January 2011
High Standards Technology February 2008 - August 2008
Skills
Java, C++, C, Ubuntu, Windows Vista, Windows 2000, Photoshop, Blackberry Enterprise..., Windows Remote Desktop, Premiere, LogMeIn, Windows 7
Education
University of Houston 2003 — 2008
Bachelors Of Science, Computer Engineering Technology
Jansen Smith's Wortham Insurance & Risk Management Experience June 2013 - Present
Job Producer/Marketing Specialist at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management June 2013 - Present
St. John's Episcopal School August 2009 - June 2013
Education
University of North Texas
Bachelor of Business Administration (BBA), Real Estate
Indiana University Bloomington 2001 — 2004
Jesuit College Preparatory School of Dallas 1997 — 2001
Wortham Insurance & Risk Management June 2013 - Present
St. John's Episcopal School August 2009 - June 2013
Education
University of North Texas
Bachelor of Business Administration (BBA), Real Estate
Indiana University Bloomington 2001 — 2004
Jesuit College Preparatory School of Dallas 1997 — 2001
Francies Oates Francies Oates's Wortham Insurance & Risk Management Experience May 2013 - Present
Job Certificate Management Services at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management May 2013 - Present
Marsh USA June 2008 - May 2013
Toastmasters International District 55 2010 - 2013
Siemens Healthcare 2008 - 2013
Creative Nightscapes June 2005 - February 2006
Skills
Microsoft Office, Word, Excel, Spreadsheets & Graphs, Microsoft Excel, Team Building, Public Speaking, Microsoft Word, Insurance, Customer Service, Time Management, PowerPoint, Leadership, Customer Satisfaction, Coaching, Healthcare, Leadership Development, Engaging Public Speaker, Team Leadership, Management, Training, Account Management, Event Planning, Process Improvement, Program Management, Outlook, Employee Relations, Performance Management, Organizational..., Change Management, Analysis, Recruiting, Budgets, Strategic Planning, Project Management, Employee Training, Staff Development, Operations Management, System Administration, Fundraising, Marketing, Project Planning, Sales, Nonprofits, Contract Negotiation, Vendor Management, Small Business, Process Scheduler, Entrepreneurship, Public Relations
Education
Southwestern Assemblies of God University 1972 — 1974
Associates, Business
Wortham Insurance & Risk Management May 2013 - Present
Marsh USA June 2008 - May 2013
Toastmasters International District 55 2010 - 2013
Siemens Healthcare 2008 - 2013
Creative Nightscapes June 2005 - February 2006
Skills
Microsoft Office, Word, Excel, Spreadsheets & Graphs, Microsoft Excel, Team Building, Public Speaking, Microsoft Word, Insurance, Customer Service, Time Management, PowerPoint, Leadership, Customer Satisfaction, Coaching, Healthcare, Leadership Development, Engaging Public Speaker, Team Leadership, Management, Training, Account Management, Event Planning, Process Improvement, Program Management, Outlook, Employee Relations, Performance Management, Organizational..., Change Management, Analysis, Recruiting, Budgets, Strategic Planning, Project Management, Employee Training, Staff Development, Operations Management, System Administration, Fundraising, Marketing, Project Planning, Sales, Nonprofits, Contract Negotiation, Vendor Management, Small Business, Process Scheduler, Entrepreneurship, Public Relations
Education
Southwestern Assemblies of God University 1972 — 1974
Associates, Business
Clint Calhoun's Wortham Insurance & Risk Management Experience September 2013 - Present
Job Insurance Producer
Industry Insurance
Experience
Wortham Insurance & Risk Management September 2013 - Present
Texas Farm Bureau Insurance Companies July 2007 - September 2013
Cisco-Eagle March 2005 - July 2007
Skills
Insurance, Homeowners, Property & Casualty..., General Insurance, Casualty, Umbrella Insurance, Commercial Insurance, Small Business, Professional Liability, Workers Compensation, Commercial Lines, Term Life Insurance, Medicare, Casualty Insurance, Sales, Sales Management, Customer Service, Marketing
Education
Tarleton State University 1999 — 2004
AS&D, Ag Communications
Wortham Insurance & Risk Management September 2013 - Present
Texas Farm Bureau Insurance Companies July 2007 - September 2013
Cisco-Eagle March 2005 - July 2007
Skills
Insurance, Homeowners, Property & Casualty..., General Insurance, Casualty, Umbrella Insurance, Commercial Insurance, Small Business, Professional Liability, Workers Compensation, Commercial Lines, Term Life Insurance, Medicare, Casualty Insurance, Sales, Sales Management, Customer Service, Marketing
Education
Tarleton State University 1999 — 2004
AS&D, Ag Communications
Elisa Holguin, HIA, HCSA, LHIC's Wortham Insurance & Risk Management Experience August 2001 - February 2007
Job Senior Benefit Consultant
Industry Insurance
Experience
Hub International September 2012 - Present
JDW Insurance August 2007 - September 2012
El Paso Association of Health Underwriters July 2010 - June 2011
Wortham Insurance & Risk Management August 2001 - February 2007
Business Financial Group January 2000 - July 2001
Community First Health Plans November 1998 - January 2000
Benefit Alliance, Inc. February 1997 - November 1998
Skills
Insurance, Health Insurance, Brokers, Risk Management, Group Benefits, Workers Compensation, Life Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Disability Insurance, Sales, Claim, Small Business, General Insurance, Health Savings Accounts, Legal Liability, Term Life Insurance, Long-term Care, Casualty, Account Management, Strategic Planning, Benefits Administration, Management, Customer Service, Medicare
Education
Leadership El Paso Class XXXIII 2011 — 2011
Alum
University of the Incarnate Word 2003 — 2006
Organizational Development
The University of Texas at El Paso 1990 — 1993
San Elizario High School 1986 — 1990
Hub International September 2012 - Present
JDW Insurance August 2007 - September 2012
El Paso Association of Health Underwriters July 2010 - June 2011
Wortham Insurance & Risk Management August 2001 - February 2007
Business Financial Group January 2000 - July 2001
Community First Health Plans November 1998 - January 2000
Benefit Alliance, Inc. February 1997 - November 1998
Skills
Insurance, Health Insurance, Brokers, Risk Management, Group Benefits, Workers Compensation, Life Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Disability Insurance, Sales, Claim, Small Business, General Insurance, Health Savings Accounts, Legal Liability, Term Life Insurance, Long-term Care, Casualty, Account Management, Strategic Planning, Benefits Administration, Management, Customer Service, Medicare
Education
Leadership El Paso Class XXXIII 2011 — 2011
Alum
University of the Incarnate Word 2003 — 2006
Organizational Development
The University of Texas at El Paso 1990 — 1993
San Elizario High School 1986 — 1990
Mike Trader's Wortham Insurance & Risk Management Experience January 1997 - Present
Job Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 1997 - Present
Education
Abilene Christian University 1988 — 1991
Wortham Insurance & Risk Management January 1997 - Present
Education
Abilene Christian University 1988 — 1991
Allyson Dean-West's Wortham Insurance & Risk Management Experience June 2005 - April 2006
Job Surety Client Manager at Ward & Moore Insurance Services LP
Industry Insurance
Experience
Ward & Moore Insurance Services LP September 2014 - Present
USI Insurance Services August 2010 - September 2014
Willis December 2007 - March 2009
Centex Homes April 2006 - August 2007
Wortham Insurance & Risk Management June 2005 - April 2006
Marsh February 1996 - May 2005
CNA Surety June 1978 - February 1996
Skills
Customer Service, Risk Management, Marketing, Surety, Underwriting, Surety Bonds, Financial Analysis, Account Management, Financial Risk
Education
Brookhaven Community College
Associate, Business, Accounting
Ward & Moore Insurance Services LP September 2014 - Present
USI Insurance Services August 2010 - September 2014
Willis December 2007 - March 2009
Centex Homes April 2006 - August 2007
Wortham Insurance & Risk Management June 2005 - April 2006
Marsh February 1996 - May 2005
CNA Surety June 1978 - February 1996
Skills
Customer Service, Risk Management, Marketing, Surety, Underwriting, Surety Bonds, Financial Analysis, Account Management, Financial Risk
Education
Brookhaven Community College
Associate, Business, Accounting
Ben E. Nitsch, CIC, CRM, CRIS's Wortham Insurance & Risk Management Experience June 1999 - Present
Job Principal, Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management June 1999 - Present
Education
University of North Texas 1994 — 1999
Wortham Insurance & Risk Management June 1999 - Present
Education
University of North Texas 1994 — 1999
Michael Trader's Wortham Insurance & Risk Management Experience January 1997 - Present
Job Managing Director, Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 1997 - Present
Nightmare On the Tollway 1995 - 1996
Harris Methodist Health Plan 1993 - 1996
National Teacher Associates October 1991 - 1993
Education
Abilene Christian University 1988 — 1991
BS, Biology
Amarillo College 1986 — 1987
Wortham Insurance & Risk Management January 1997 - Present
Nightmare On the Tollway 1995 - 1996
Harris Methodist Health Plan 1993 - 1996
National Teacher Associates October 1991 - 1993
Education
Abilene Christian University 1988 — 1991
BS, Biology
Amarillo College 1986 — 1987
Joe Christian's Wortham Insurance & Risk Management Experience January 2015 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 2015 - Present
Wortham Insurance & Risk Management July 2010 - December 2014
Acton School of Business May 2009 - May 2010
Patton Medical Devices May 2006 - June 2009
Patton Medical Devices May 2006 - January 2007
Skills
Property & Casualty..., Start-ups, Risk Management, Strategic Planning
Education
Acton School of Business 2009 — 2010
MBA
The University of Texas at Austin 2002 — 2006
Wortham Insurance & Risk Management January 2015 - Present
Wortham Insurance & Risk Management July 2010 - December 2014
Acton School of Business May 2009 - May 2010
Patton Medical Devices May 2006 - June 2009
Patton Medical Devices May 2006 - January 2007
Skills
Property & Casualty..., Start-ups, Risk Management, Strategic Planning
Education
Acton School of Business 2009 — 2010
MBA
The University of Texas at Austin 2002 — 2006
Mikel Fitzgerald's Wortham Insurance & Risk Management Experience December 2007 - Present
Job Managing Director, Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management December 2007 - Present
Crosby Bigelow Fitzgerald January 1991 - December 2007
Aon January 1988 - December 1990
Marsh January 1985 - December 1988
Skills
Construction, Commercial Insurance, Captives, Risk Management..., Long-term Customer..., Insurance, Underwriting, Reinsurance, Brokers, Financial Analysis, Casualty, Professional Liability, D&O, Umbrella Insurance, Liability, Property & Casualty..., General Insurance, Account Management, Risk Management, Management, Commercial Lines, Legal Liability, Employment Practices..., Claim
Education
Trinity University 1975 — 1979
Bachelor of Science (B.S.), Business Administration
Wortham Insurance & Risk Management December 2007 - Present
Crosby Bigelow Fitzgerald January 1991 - December 2007
Aon January 1988 - December 1990
Marsh January 1985 - December 1988
Skills
Construction, Commercial Insurance, Captives, Risk Management..., Long-term Customer..., Insurance, Underwriting, Reinsurance, Brokers, Financial Analysis, Casualty, Professional Liability, D&O, Umbrella Insurance, Liability, Property & Casualty..., General Insurance, Account Management, Risk Management, Management, Commercial Lines, Legal Liability, Employment Practices..., Claim
Education
Trinity University 1975 — 1979
Bachelor of Science (B.S.), Business Administration
Tony Nicholas's Wortham Insurance & Risk Management Experience February 2008 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management February 2008 - Present
Pathfinder/LL&D Insurance Group November 2006 - February 2008
USI Insurance Services October 2003 - November 2006
Nationwide Insurance December 2000 - September 2003
Skills
Commercial Insurance, Insurance, Property & Casualty..., Liability, Commercial Lines, Risk Management, Casualty, Workers Compensation, Claim, Employee Benefits, Brokers, Umbrella Insurance, Excess, Professional Liability, D&O, Pollution Liability, Control of Well Program..., Hydraulic Fracturing, USL&H, Loss Forecasting, Midstream, Power Generation, Gas Processing
Education
University of Houston 1998 — 2001
Bachelor's degree, Industrial and Organizational Psychology
United States Air Force Academy 1996 — 1998
General Studies
Wortham Insurance & Risk Management February 2008 - Present
Pathfinder/LL&D Insurance Group November 2006 - February 2008
USI Insurance Services October 2003 - November 2006
Nationwide Insurance December 2000 - September 2003
Skills
Commercial Insurance, Insurance, Property & Casualty..., Liability, Commercial Lines, Risk Management, Casualty, Workers Compensation, Claim, Employee Benefits, Brokers, Umbrella Insurance, Excess, Professional Liability, D&O, Pollution Liability, Control of Well Program..., Hydraulic Fracturing, USL&H, Loss Forecasting, Midstream, Power Generation, Gas Processing
Education
University of Houston 1998 — 2001
Bachelor's degree, Industrial and Organizational Psychology
United States Air Force Academy 1996 — 1998
General Studies
Gavin Hurd, CPCU's Wortham Insurance & Risk Management Experience July 2003 - Present
Job Broker at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management July 2003 - Present
KLA-Tencor October 2000 - December 2002
United States Navy May 1992 - May 1998
Skills
Cross-functional Team..., Program Management, Insurance, Project Management, New Business Development, Account Management, Risk Management, Product Management, Management, Navy, Commercial Insurance, Property & Casualty..., Analysis, Underwriting, Procurement, Reinsurance, Brokers
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Marketing, IT
Rice University 1988 — 1992
Bachelor of Arts (BA), History & English
Wortham Insurance & Risk Management July 2003 - Present
KLA-Tencor October 2000 - December 2002
United States Navy May 1992 - May 1998
Skills
Cross-functional Team..., Program Management, Insurance, Project Management, New Business Development, Account Management, Risk Management, Product Management, Management, Navy, Commercial Insurance, Property & Casualty..., Analysis, Underwriting, Procurement, Reinsurance, Brokers
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Marketing, IT
Rice University 1988 — 1992
Bachelor of Arts (BA), History & English
Will Haff's Wortham Insurance & Risk Management Experience January 2005 - Present
Job partner at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 2005 - Present
Alamo Insurance Group January 2001 - December 2004
Motivano March 1999 - December 2001
Education
The University of Texas at Austin 1991 — 1993
Journalism
Southern Methodist University 1989 — 1991
Communications
Wortham Insurance & Risk Management January 2005 - Present
Alamo Insurance Group January 2001 - December 2004
Motivano March 1999 - December 2001
Education
The University of Texas at Austin 1991 — 1993
Journalism
Southern Methodist University 1989 — 1991
Communications
John Montgomery, CPA's Wortham Insurance & Risk Management Experience January 2009 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Accounting
Experience
Wortham Insurance & Risk Management January 2009 - Present
HomeTex Enterprises October 2006 - January 2009
Professional Medical Insurance Services, Inc. July 2001 - September 2006
Arthur Andersen, LLP May 2000 - July 2001
Skills
Accounting, Budgets, Cash Flow Forecasting, Financial Reporting, Financial Analysis, Corporate Finance, GAAP, Financial Statements, Managerial Finance, Auditing, Insurance, SEC filings, General Ledger, Financial Accounting, Fixed Assets, Accounts Payable, Forecasting, Variance Analysis, Revenue Recognition, Accounts Receivable, IFRS, Financial Modeling, Payroll, QuickBooks, US GAAP, Internal Controls, Account Reconciliation, Cash Management, Microsoft Excel, Hyperion Enterprise, Strategic Financial..., Journal Entries, Great Plains Software, Accruals, Cash Flow, Analysis, Risk Management, Internal Audit
Education
University of Houston, C.T. Bauer College of Business 1995 — 1999
MBA, Finance
Stephen F. Austin State University 1985 — 1990
BBA, Accounting
Wortham Insurance & Risk Management January 2009 - Present
HomeTex Enterprises October 2006 - January 2009
Professional Medical Insurance Services, Inc. July 2001 - September 2006
Arthur Andersen, LLP May 2000 - July 2001
Skills
Accounting, Budgets, Cash Flow Forecasting, Financial Reporting, Financial Analysis, Corporate Finance, GAAP, Financial Statements, Managerial Finance, Auditing, Insurance, SEC filings, General Ledger, Financial Accounting, Fixed Assets, Accounts Payable, Forecasting, Variance Analysis, Revenue Recognition, Accounts Receivable, IFRS, Financial Modeling, Payroll, QuickBooks, US GAAP, Internal Controls, Account Reconciliation, Cash Management, Microsoft Excel, Hyperion Enterprise, Strategic Financial..., Journal Entries, Great Plains Software, Accruals, Cash Flow, Analysis, Risk Management, Internal Audit
Education
University of Houston, C.T. Bauer College of Business 1995 — 1999
MBA, Finance
Stephen F. Austin State University 1985 — 1990
BBA, Accounting
Kathleen Ponter's Wortham Insurance & Risk Management Experience January 1999 - Present
Job Account Executive at Wortham Insurance and Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 1999 - Present
Skills
Commercial Insurance, Professional Liability, Insurance, Property & Casualty..., Account Management, Casualty, New Business Development, D&O, Brokers, Underwriting, Employee Benefits, Legal Liability, Health Insurance, Excess, Commercial Lines, Liability, Workers Compensation, Customer Service, Risk Management
Education
Louisiana State University 2000 — 2004
Wortham Insurance & Risk Management January 1999 - Present
Skills
Commercial Insurance, Professional Liability, Insurance, Property & Casualty..., Account Management, Casualty, New Business Development, D&O, Brokers, Underwriting, Employee Benefits, Legal Liability, Health Insurance, Excess, Commercial Lines, Liability, Workers Compensation, Customer Service, Risk Management
Education
Louisiana State University 2000 — 2004
Hilary Stafford Owen, PHR's Wortham Insurance & Risk Management Experience February 2010 - Present
Job Account Executive at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management February 2010 - Present
USi October 2008 - February 2010
Resource Financial Group January 2006 - October 2008
Jenkens & Gilchrist, P.C May 2005 - November 2005
Skills
Employee Benefits, Health Insurance, Recruiting, Human Resources, Insurance, Negotiation, Account Management, Benefits Administration, Customer Service, COBRA, Disability Insurance, Healthcare, Health Savings Accounts, Analysis
Education
The University of Texas at Austin
Bachelor, Corporate Communications/ Business Foundations
St. Edward's University 2005 — 2007
Masters, Human Services- Human Resource Management
Wortham Insurance & Risk Management February 2010 - Present
USi October 2008 - February 2010
Resource Financial Group January 2006 - October 2008
Jenkens & Gilchrist, P.C May 2005 - November 2005
Skills
Employee Benefits, Health Insurance, Recruiting, Human Resources, Insurance, Negotiation, Account Management, Benefits Administration, Customer Service, COBRA, Disability Insurance, Healthcare, Health Savings Accounts, Analysis
Education
The University of Texas at Austin
Bachelor, Corporate Communications/ Business Foundations
St. Edward's University 2005 — 2007
Masters, Human Services- Human Resource Management
Lorie Catalano's Wortham Insurance & Risk Management Experience November 2011 - Present
Job Sr. Account Executive at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management November 2011 - Present
USI Insurance Services April 1999 - November 2011
Fremont 1986 - 1994
Skills
Commercial Insurance, Risk Management, Employee Benefits, Insurance, Claims Management, Reinsurance, Property & Casualty..., Contract Negotiation, Liability, Analysis, Casualty, Budgets, Employment Practices..., Life Insurance, Real Estate, Salesforce.com, Strategic Planning, Captives, Professional Liability, D&O, Insurance Brokerage, Underwriting, Commercial Lines, Legal Liability, Brokers
Education
University of Nebraska-Lincoln 1976 — 1981
BS, Finance
Golden Gate University
MBA, Insurance/Risk Management
Wortham Insurance & Risk Management November 2011 - Present
USI Insurance Services April 1999 - November 2011
Fremont 1986 - 1994
Skills
Commercial Insurance, Risk Management, Employee Benefits, Insurance, Claims Management, Reinsurance, Property & Casualty..., Contract Negotiation, Liability, Analysis, Casualty, Budgets, Employment Practices..., Life Insurance, Real Estate, Salesforce.com, Strategic Planning, Captives, Professional Liability, D&O, Insurance Brokerage, Underwriting, Commercial Lines, Legal Liability, Brokers
Education
University of Nebraska-Lincoln 1976 — 1981
BS, Finance
Golden Gate University
MBA, Insurance/Risk Management
Erin Roman's Wortham Insurance & Risk Management Experience July 2008 - May 2013
Job Account Manager at MHBT
Industry Insurance
Experience
MHBT May 2013 - Present
Wortham Insurance & Risk Management July 2008 - May 2013
USI June 1996 - July 2008
Skills
Insurance, Commercial Insurance, Brokers, Health Insurance, Property & Casualty..., Disability Insurance, D&O, Casualty, Liability, Benefits Administration
Education
The University of Texas at Austin 1996 — 2001
MHBT May 2013 - Present
Wortham Insurance & Risk Management July 2008 - May 2013
USI June 1996 - July 2008
Skills
Insurance, Commercial Insurance, Brokers, Health Insurance, Property & Casualty..., Disability Insurance, D&O, Casualty, Liability, Benefits Administration
Education
The University of Texas at Austin 1996 — 2001
Brian Welch's Wortham Insurance & Risk Management Experience March 1994 - Present
Job Managing Director Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management March 1994 - Present
Skills
Casualty, Property & Casualty..., Commercial Insurance
Education
Stephen F. Austin State University 1983 — 1986
BBA, Marketing
Wortham Insurance & Risk Management March 1994 - Present
Skills
Casualty, Property & Casualty..., Commercial Insurance
Education
Stephen F. Austin State University 1983 — 1986
BBA, Marketing
Janice Roberson Connolly, MBA's Wortham Insurance & Risk Management Experience September 2003 - June 2008
Job Owner, BHD Collective
Industry Photography
Experience
B.H.D. Collective August 2008 - Present
Wortham Insurance & Risk Management September 2003 - June 2008
U.S. Air Force August 1994 - February 2004
Skills
Illustration, Layout, Photography, Social Media, Drawing, Business Management, Account Management, Customer Service, Event Planning, Editing, Painting, Image Manipulation, Marketing, Microsoft Office, Commercial Insurance, Human Resources, Microsoft Word, Leadership, Recruiting, Advertising, Graphic Design, Strategic Planning, Program Management, Marketing Strategy, Team Building, Leadership Development, Training, Sales, PowerPoint
Education
Walden University 2005 — 2008
MBA, Human Resources
Auburn University 2001 — 2003
BA, Military Science & Leadership, Graphic Design
Booker T. Washington 1990 — 1994
High School
B.H.D. Collective August 2008 - Present
Wortham Insurance & Risk Management September 2003 - June 2008
U.S. Air Force August 1994 - February 2004
Skills
Illustration, Layout, Photography, Social Media, Drawing, Business Management, Account Management, Customer Service, Event Planning, Editing, Painting, Image Manipulation, Marketing, Microsoft Office, Commercial Insurance, Human Resources, Microsoft Word, Leadership, Recruiting, Advertising, Graphic Design, Strategic Planning, Program Management, Marketing Strategy, Team Building, Leadership Development, Training, Sales, PowerPoint
Education
Walden University 2005 — 2008
MBA, Human Resources
Auburn University 2001 — 2003
BA, Military Science & Leadership, Graphic Design
Booker T. Washington 1990 — 1994
High School
Craig Manning's Wortham Insurance & Risk Management Experience November 2004 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management November 2004 - Present
Marsh 2002 - 2004
LSG Sky Chefs 1999 - 2001
Texas Mutual Insurance Company 1993 - 1999
Skills
Casualty, Insurance, Healthcare, Liability, Workers Compensation, General Insurance, Property & Casualty..., Legal Liability, Professional Liability, Claims Management, Brokers, Human Resources, Litigation Management, Risk Management, Commercial Insurance, Recruiting, Underwriting, Employment Practices..., Claim, Commercial Lines, Casualty Insurance
Education
Texas Tech University 1989 — 1990
MBA
Texas Tech University 1985 — 1989
BBA, Marketing
Wortham Insurance & Risk Management November 2004 - Present
Marsh 2002 - 2004
LSG Sky Chefs 1999 - 2001
Texas Mutual Insurance Company 1993 - 1999
Skills
Casualty, Insurance, Healthcare, Liability, Workers Compensation, General Insurance, Property & Casualty..., Legal Liability, Professional Liability, Claims Management, Brokers, Human Resources, Litigation Management, Risk Management, Commercial Insurance, Recruiting, Underwriting, Employment Practices..., Claim, Commercial Lines, Casualty Insurance
Education
Texas Tech University 1989 — 1990
MBA
Texas Tech University 1985 — 1989
BBA, Marketing
Brandi Brown, CLCS's Wortham Insurance & Risk Management Experience June 2013 - Present
Job Marine Department at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management June 2013 - Present
Houston Roller Derby October 2011 - October 2013
B & C Painting & Wallcovering, LLC May 2011 - June 2013
B & C Painting & Wallcovering, LLC March 2008 - June 2011
Armandos Mexican Bistro January 2007 - March 2008
Nationwide Insurance August 2006 - January 2007
Nationwide Insurance July 2005 - August 2006
Skills
Insurance, Operations Management, Customer Service, Event Planning, Microsoft Office, Fundraising, Outlook, Management, Payroll, Invoicing, QuickBooks, Marketing Strategy, Program Management, Public Relations, Leadership, Analysis, Training, Sales, Marketing, Employee Benefits, Accounts Payable, Human Resources, Account Management, Recruiting
Education
The University of Texas at Austin 2000 — 2006
B.A., English
The University of Texas at Austin 2000 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wortham Insurance & Risk Management June 2013 - Present
Houston Roller Derby October 2011 - October 2013
B & C Painting & Wallcovering, LLC May 2011 - June 2013
B & C Painting & Wallcovering, LLC March 2008 - June 2011
Armandos Mexican Bistro January 2007 - March 2008
Nationwide Insurance August 2006 - January 2007
Nationwide Insurance July 2005 - August 2006
Skills
Insurance, Operations Management, Customer Service, Event Planning, Microsoft Office, Fundraising, Outlook, Management, Payroll, Invoicing, QuickBooks, Marketing Strategy, Program Management, Public Relations, Leadership, Analysis, Training, Sales, Marketing, Employee Benefits, Accounts Payable, Human Resources, Account Management, Recruiting
Education
The University of Texas at Austin 2000 — 2006
B.A., English
The University of Texas at Austin 2000 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
Felicia Curtis, CIC, AAI, AIS, API's Wortham Insurance & Risk Management Experience July 2013 - April 2015
Job Insurance Professional
Industry Insurance
Experience
Rust Insurance Agency, LLC May 2015 - Present
Wortham Insurance & Risk Management July 2013 - April 2015
Marsh & McLennan Companies, Inc. June 2010 - July 2013
Insurance Ofice of America August 2004 - June 2010
Skills
Commercial Insurance, Property & Casualty..., Account Management, New Business Development, Outlook, Excel, Microsoft Office, Microsoft Excel, Microsoft Word, Insurance, D&O, Risk Management, Analysis, Brokers, Employment Practices..., Life Science Industry, Professional Liability, Workers Compensation, Umbrella Insurance, Captives, Insurance Brokerage, Casualty, Legal Liability, Commercial Lines, Casualty Insurance, Health Insurance, Liability, General Insurance, Management, Customer Service
Education
Montgomery College 2015 — 2016
Associate of Arts (AA), Accounting and Business/Management
Westlake High School 1994 — 1996
Diploma
Rust Insurance Agency, LLC May 2015 - Present
Wortham Insurance & Risk Management July 2013 - April 2015
Marsh & McLennan Companies, Inc. June 2010 - July 2013
Insurance Ofice of America August 2004 - June 2010
Skills
Commercial Insurance, Property & Casualty..., Account Management, New Business Development, Outlook, Excel, Microsoft Office, Microsoft Excel, Microsoft Word, Insurance, D&O, Risk Management, Analysis, Brokers, Employment Practices..., Life Science Industry, Professional Liability, Workers Compensation, Umbrella Insurance, Captives, Insurance Brokerage, Casualty, Legal Liability, Commercial Lines, Casualty Insurance, Health Insurance, Liability, General Insurance, Management, Customer Service
Education
Montgomery College 2015 — 2016
Associate of Arts (AA), Accounting and Business/Management
Westlake High School 1994 — 1996
Diploma
Karen McGrath's Wortham Insurance & Risk Management Experience November 2012 - August 2014
Job Employee Benefits Department Manager at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2014 - Present
Wortham Insurance & Risk Management November 2012 - August 2014
Alliant Insurance Services November 2005 - July 2012
Insurance Alliance 1999 - 2005
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Term Life Insurance, Underwriting, Negotiation, Disability Insurance, COBRA, Analysis, Health Savings Accounts, Commercial Insurance, Workers Compensation, Life Insurance, General Insurance
Education
University of Houston-Downtown
Wells Fargo Insurance Services August 2014 - Present
Wortham Insurance & Risk Management November 2012 - August 2014
Alliant Insurance Services November 2005 - July 2012
Insurance Alliance 1999 - 2005
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Term Life Insurance, Underwriting, Negotiation, Disability Insurance, COBRA, Analysis, Health Savings Accounts, Commercial Insurance, Workers Compensation, Life Insurance, General Insurance
Education
University of Houston-Downtown
J. David Weed's Wortham Insurance & Risk Management Experience March 1999 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management March 1999 - Present
Skills
Strategic Planning, Property & Casualty..., Casualty, Insurance, Mergers, Risk Management, New Business Development, Professional Liability, Management, Negotiation, Retail, Accounting, Customer Service, Financial Analysis
Education
Texas A&M University 1973 — 1975
BS
Wortham Insurance & Risk Management March 1999 - Present
Skills
Strategic Planning, Property & Casualty..., Casualty, Insurance, Mergers, Risk Management, New Business Development, Professional Liability, Management, Negotiation, Retail, Accounting, Customer Service, Financial Analysis
Education
Texas A&M University 1973 — 1975
BS
Barbara Paulissen's Wortham Insurance & Risk Management Experience April 1992 - July 2006
Job Independent Accounting Professional
Industry Accounting
Experience
Wortham Insurance & Risk Management April 1992 - July 2006
Skills
Internal Controls, Business Strategy, Project Management, Revenue Recognition, Management, Leadership, Part-Time CFO Services, Financial Reporting, Financial Analysis, Financial Accounting, Human Resources, Software Project..., Accounting, Property & Casualty...
Education
The University of Texas at Austin 1979 — 1983
Bachelor's degree, Accounting
Wortham Insurance & Risk Management April 1992 - July 2006
Skills
Internal Controls, Business Strategy, Project Management, Revenue Recognition, Management, Leadership, Part-Time CFO Services, Financial Reporting, Financial Analysis, Financial Accounting, Human Resources, Software Project..., Accounting, Property & Casualty...
Education
The University of Texas at Austin 1979 — 1983
Bachelor's degree, Accounting
Ellen Strawn's Wortham Insurance & Risk Management Experience November 2006 - December 2007
Job Accounting and Collections Manager
Industry Accounting
Experience
Siemens Industry January 2008 - Present
Wortham Insurance & Risk Management November 2006 - December 2007
Design Edge 2001 - 2006
Skills
Financial Reporting, Account Reconciliation, Process Improvement, Financial Analysis, Auditing, Forecasting, Internal Controls, Cash Flow, Financial Accounting, Mergers & Acquisitions, GAAP, Business Process..., Sarbanes-Oxley Act, Revenue Recognition, Analysis, Budgets, Microsoft Excel, Financial Modeling, Project Management, Customer Service, Management
Education
Missouri State University 1996 — 2000
BS, Administrative Management
Siemens Industry January 2008 - Present
Wortham Insurance & Risk Management November 2006 - December 2007
Design Edge 2001 - 2006
Skills
Financial Reporting, Account Reconciliation, Process Improvement, Financial Analysis, Auditing, Forecasting, Internal Controls, Cash Flow, Financial Accounting, Mergers & Acquisitions, GAAP, Business Process..., Sarbanes-Oxley Act, Revenue Recognition, Analysis, Budgets, Microsoft Excel, Financial Modeling, Project Management, Customer Service, Management
Education
Missouri State University 1996 — 2000
BS, Administrative Management
Stephen Wieprecht's Wortham Insurance & Risk Management Experience April 2006 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management April 2006 - Present
Assurance Insurance Agency 2003 - 2006
Skills
Property & Casualty..., Liability, Insurance, Risk Management, Commercial Insurance, General Insurance, Legal Liability, Professional Liability, Workers Compensation, Casualty, Claim, Underwriting, Brokers, Reinsurance, Commercial Lines, Umbrella Insurance, Inland Marine, Health Insurance, Excess, Employment Practices...
Education
The University of Texas at Austin 1999 — 2002
BA, Economics
Wortham Insurance & Risk Management April 2006 - Present
Assurance Insurance Agency 2003 - 2006
Skills
Property & Casualty..., Liability, Insurance, Risk Management, Commercial Insurance, General Insurance, Legal Liability, Professional Liability, Workers Compensation, Casualty, Claim, Underwriting, Brokers, Reinsurance, Commercial Lines, Umbrella Insurance, Inland Marine, Health Insurance, Excess, Employment Practices...
Education
The University of Texas at Austin 1999 — 2002
BA, Economics
Christine Tucker's Wortham Insurance & Risk Management Experience February 2010 - February 2011
Job Account Manager at Catto & Catto
Industry Human Resources
Experience
Lockton Companies July 2015 - Present
Catto & Catto February 2011 - July 2015
Wortham Insurance & Risk Management February 2010 - February 2011
Santikos Theatres November 2009 - February 2010
City of San Antonio October 2009 - January 2010
Dean & Deluca September 2008 - February 2009
The News Group August 2004 - August 2008
Energy Transfer April 2000 - June 2004
Trammell Crow Company July 1997 - May 2000
Reading & Bates Corporation January 1994 - June 1997
Education
Houston Community College 1988 — 1994
Business
Lockton Companies July 2015 - Present
Catto & Catto February 2011 - July 2015
Wortham Insurance & Risk Management February 2010 - February 2011
Santikos Theatres November 2009 - February 2010
City of San Antonio October 2009 - January 2010
Dean & Deluca September 2008 - February 2009
The News Group August 2004 - August 2008
Energy Transfer April 2000 - June 2004
Trammell Crow Company July 1997 - May 2000
Reading & Bates Corporation January 1994 - June 1997
Education
Houston Community College 1988 — 1994
Business
Charley Hollimon's Wortham Insurance & Risk Management Experience October 1999 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management October 1999 - Present
Education
Baylor University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Real Estate
Wortham Insurance & Risk Management October 1999 - Present
Education
Baylor University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Real Estate
Will Haff's Wortham Insurance & Risk Management Experience January 2005 - August 2014
Job Chief Marketing Officer at Personalized Prevention
Industry Health, Wellness and Fitness
Experience
Personalized Prevention September 2014 - Present
Wortham Insurance & Risk Management January 2005 - August 2014
Genesis PURE June 2011 - January 2012
Alamo Insurance Group January 2001 - December 2004
Skills
Health Insurance, Employee Benefits, Insurance, Risk Management, Underwriting, Leadership, Workers Compensation, Management, Brokers, Disability Insurance, New Business Development, Commercial Insurance, Property & Casualty..., Healthcare, Sales, Managed Care, Term Life Insurance, Life Insurance, Municipalities, Start-ups, Property, Employee Wellness..., Corporate Wellness, Wellness Coaching
Education
The University of Texas at Austin 1991 — 1993
Bachelor of Arts (BA), Communication and Media Studies
Southern Methodist University 1988 — 1991
Communications
Personalized Prevention September 2014 - Present
Wortham Insurance & Risk Management January 2005 - August 2014
Genesis PURE June 2011 - January 2012
Alamo Insurance Group January 2001 - December 2004
Skills
Health Insurance, Employee Benefits, Insurance, Risk Management, Underwriting, Leadership, Workers Compensation, Management, Brokers, Disability Insurance, New Business Development, Commercial Insurance, Property & Casualty..., Healthcare, Sales, Managed Care, Term Life Insurance, Life Insurance, Municipalities, Start-ups, Property, Employee Wellness..., Corporate Wellness, Wellness Coaching
Education
The University of Texas at Austin 1991 — 1993
Bachelor of Arts (BA), Communication and Media Studies
Southern Methodist University 1988 — 1991
Communications
Lori Wheeler's Wortham Insurance & Risk Management Experience December 2012 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management December 2012 - Present
John L. Wortham & Son, L.P. October 2011 - December 2012
ACE USA 2007 - 2011
JLT 2003 - 2007
Skills
Underwriting, Professional Liability, Employment Practices..., Legal Liability, Directors & Officers..., Insurance, Brokers, D, General Insurance, Casualty Insurance
Education
Baylor University - Hankamer School of Business 1984 — 1988
BBA, Management and Administrative Information Systems
Wortham Insurance & Risk Management December 2012 - Present
John L. Wortham & Son, L.P. October 2011 - December 2012
ACE USA 2007 - 2011
JLT 2003 - 2007
Skills
Underwriting, Professional Liability, Employment Practices..., Legal Liability, Directors & Officers..., Insurance, Brokers, D, General Insurance, Casualty Insurance
Education
Baylor University - Hankamer School of Business 1984 — 1988
BBA, Management and Administrative Information Systems
Patti Martin's Wortham Insurance & Risk Management Experience January 2008 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 2008 - Present
Crosby Bigelow Fitzgerald Insurance Associates November 1996 - December 2007
Wausau Insurance Companies July 1988 - November 1996
Skills
Property & Casualty..., Insurance, Professional Liability, Commercial Insurance, Underwriting
Education
Texas A&M University
BBA Marketing, Marketing
Wortham Insurance & Risk Management January 2008 - Present
Crosby Bigelow Fitzgerald Insurance Associates November 1996 - December 2007
Wausau Insurance Companies July 1988 - November 1996
Skills
Property & Casualty..., Insurance, Professional Liability, Commercial Insurance, Underwriting
Education
Texas A&M University
BBA Marketing, Marketing
Larry Zajicek's Wortham Insurance & Risk Management Experience May 1985 - May 2015
Job Chief in Charge
Industry Leisure, Travel & Tourism
Experience
Retired & having a good time! June 2015 - Present
John L. Wortham & Son Insurance Agency 1985 - Present
Wortham Insurance & Risk Management May 1985 - May 2015
Windwood Presbyterian Church 1994 - 2014
Skills
Insurance, Casualty, Property & Casualty..., Microsoft Office, Excel, Compliance, Writing, Administration, Reinsurance, General Insurance, Commercial Insurance, Liability, System Administration, Brokers, Employment Practices..., Legal Liability, Commercial Lines, Underwriting
Education
University of Houston
Elementary Education and Teaching
Retired & having a good time! June 2015 - Present
John L. Wortham & Son Insurance Agency 1985 - Present
Wortham Insurance & Risk Management May 1985 - May 2015
Windwood Presbyterian Church 1994 - 2014
Skills
Insurance, Casualty, Property & Casualty..., Microsoft Office, Excel, Compliance, Writing, Administration, Reinsurance, General Insurance, Commercial Insurance, Liability, System Administration, Brokers, Employment Practices..., Legal Liability, Commercial Lines, Underwriting
Education
University of Houston
Elementary Education and Teaching
Richard Bryan's Wortham Insurance & Risk Management Experience August 2012 - Present
Job Associate Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management August 2012 - Present
Willis May 2010 - August 2012
Miller Insurance Services LLP January 2009 - July 2009
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Windows, English, Strategic Planning, Research, Budgets, Public Speaking, Analysis, Risk Management, General Insurance, Insurance
Education
University of Mississippi 2004 — 2008
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
University of Mississippi - School of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Risk Management and Insurance
Wortham Insurance & Risk Management August 2012 - Present
Willis May 2010 - August 2012
Miller Insurance Services LLP January 2009 - July 2009
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Windows, English, Strategic Planning, Research, Budgets, Public Speaking, Analysis, Risk Management, General Insurance, Insurance
Education
University of Mississippi 2004 — 2008
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
University of Mississippi - School of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Risk Management and Insurance
Heather Cochran's Wortham Insurance & Risk Management Experience April 2013 - Present
Job Account Executive
Industry Insurance
Experience
Wortham Insurance & Risk Management April 2013 - Present
Texas Mutual Insurance Company March 2011 - February 2013
Litchfield Special Risks, Inc. September 2006 - January 2011
Independent Insurance Center, Inc. July 2003 - September 2006
Comal County Sheriffs Office March 1997 - July 2003
Skills
Property, Underwriting, Commercial Insurance, Professional Liability, Commercial Lines, Workers Compensation, Legal Liability, Umbrella Insurance, Inland Marine, Employment Practices..., D, Excess, Homeowners, Marketing, Team Building, Renters, Marine Insurance
Education
Tarleton State University 1992 — 1996
Wortham Insurance & Risk Management April 2013 - Present
Texas Mutual Insurance Company March 2011 - February 2013
Litchfield Special Risks, Inc. September 2006 - January 2011
Independent Insurance Center, Inc. July 2003 - September 2006
Comal County Sheriffs Office March 1997 - July 2003
Skills
Property, Underwriting, Commercial Insurance, Professional Liability, Commercial Lines, Workers Compensation, Legal Liability, Umbrella Insurance, Inland Marine, Employment Practices..., D, Excess, Homeowners, Marketing, Team Building, Renters, Marine Insurance
Education
Tarleton State University 1992 — 1996
Bill Sutherland's Wortham Insurance & Risk Management Experience October 1979 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management October 1979 - Present
Skills
Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 1966 — 1970
Business Administration and Management, General
Wortham Insurance & Risk Management October 1979 - Present
Skills
Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance
Education
California Polytechnic State University-San Luis Obispo 1966 — 1970
Business Administration and Management, General
Rod Tootle's Wortham Insurance & Risk Management Experience January 2004 - November 2011
Job Executive VP / Managing Partner Walker Myers Insurance & Risk Management
Industry Insurance
Experience
Walker Myers Insurance & Risk Management November 2011 - Present
Wortham Insurance & Risk Management January 2004 - November 2011
General Reinsurance Corp 2000 - 2004
Skills
Outsourced Risk..., Risk Management..., Commercial Property &..., Property, Commercial Insurance, Casualty, Reinsurance, Captives, Workers Compensation, Liability, Legal Liability, General Insurance, Insurance Brokerage, Professional Liability, Umbrella Insurance, Risk Financing, Underwriting, Employment Practices..., D, Risk Assessment, Nonprofits
Education
Texas Tech University - Rawls College of Business 1995 — 1999
BBA, Marketing/Finance
Walker Myers Insurance & Risk Management November 2011 - Present
Wortham Insurance & Risk Management January 2004 - November 2011
General Reinsurance Corp 2000 - 2004
Skills
Outsourced Risk..., Risk Management..., Commercial Property &..., Property, Commercial Insurance, Casualty, Reinsurance, Captives, Workers Compensation, Liability, Legal Liability, General Insurance, Insurance Brokerage, Professional Liability, Umbrella Insurance, Risk Financing, Underwriting, Employment Practices..., D, Risk Assessment, Nonprofits
Education
Texas Tech University - Rawls College of Business 1995 — 1999
BBA, Marketing/Finance
Jodie Massingill's Wortham Insurance & Risk Management Experience August 2003 - May 2012
Job Sr. Manager, Casualty Claims at Sysco Corporation
Industry Insurance
Experience
Sysco Corporation May 2012 - Present
Sysco Corporation May 2012 - Present
Wortham Insurance & Risk Management August 2003 - May 2012
Casualty ClaimsJohn L Wortham and Son, LP August 2002 - May 2012
Fleming Companies March 1989 - August 2002
Yellow Freight Systems, Inc January 1988 - February 1989
Liberty Northwest Insurance Company February 1985 - January 1988
North Pacific Insurance Company April 1980 - February 1985
Employee Benefits Insurance Company January 1977 - March 1980
Skills
Property & Casualty..., Workers Compensation, Risk Management, Management, Auditing, Human Resources, Claim, Insurance, Coaching, Strategic Planning, Training, Negotiation, Legal Liability, Liability, Commercial Insurance, Employee Benefits, Casualty, Claims Management
Education
Kansas City College of Medical and Dental Assistants
Portland Community College
University of Central Oklahoma
Comp Law/Management/Investigations
Sysco Corporation May 2012 - Present
Sysco Corporation May 2012 - Present
Wortham Insurance & Risk Management August 2003 - May 2012
Casualty ClaimsJohn L Wortham and Son, LP August 2002 - May 2012
Fleming Companies March 1989 - August 2002
Yellow Freight Systems, Inc January 1988 - February 1989
Liberty Northwest Insurance Company February 1985 - January 1988
North Pacific Insurance Company April 1980 - February 1985
Employee Benefits Insurance Company January 1977 - March 1980
Skills
Property & Casualty..., Workers Compensation, Risk Management, Management, Auditing, Human Resources, Claim, Insurance, Coaching, Strategic Planning, Training, Negotiation, Legal Liability, Liability, Commercial Insurance, Employee Benefits, Casualty, Claims Management
Education
Kansas City College of Medical and Dental Assistants
Portland Community College
University of Central Oklahoma
Comp Law/Management/Investigations
Kevin Daniel, CPCU's Wortham Insurance & Risk Management Experience November 1998 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management November 1998 - Present
The Andover Companies May 1990 - November 1998
Crum & Forster December 1986 - May 1990
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Casualty, Legal Liability, General Insurance, Brokers, Reinsurance, Claim, Health Insurance, Captives, Disability Insurance, Life Insurance, Casualty Insurance
Education
Texas Wesleyan University 1981 — 1985
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
Nevada Senior High School, Nevada, Missouri 1976 — 1980
High School Diploma
Wortham Insurance & Risk Management November 1998 - Present
The Andover Companies May 1990 - November 1998
Crum & Forster December 1986 - May 1990
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Casualty, Legal Liability, General Insurance, Brokers, Reinsurance, Claim, Health Insurance, Captives, Disability Insurance, Life Insurance, Casualty Insurance
Education
Texas Wesleyan University 1981 — 1985
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
Nevada Senior High School, Nevada, Missouri 1976 — 1980
High School Diploma
JC Riojas's Wortham Insurance & Risk Management Experience July 2010 - March 2014
Job Chief Operations Officer Personalized Prevention
Industry Insurance
Experience
Personalized Prevention April 2014 - Present
Wortham Insurance & Risk Management July 2010 - March 2014
UMR August 2002 - July 2010
Skills
Account Management, Health Insurance, Insurance, Time Management, Employee Benefits, Property, New Business Development, Benefits Administration, Leadership, Strategic Planning, Project Management, Call Centers, Microsoft Excel, Analysis, Process Improvement, Contract Negotiation, Recruiting, Data Analysis, Team Building, PowerPoint
Education
University of Mary Hardin-Baylor 1998 — 2002
BBA, Computer Information Systems
Personalized Prevention April 2014 - Present
Wortham Insurance & Risk Management July 2010 - March 2014
UMR August 2002 - July 2010
Skills
Account Management, Health Insurance, Insurance, Time Management, Employee Benefits, Property, New Business Development, Benefits Administration, Leadership, Strategic Planning, Project Management, Call Centers, Microsoft Excel, Analysis, Process Improvement, Contract Negotiation, Recruiting, Data Analysis, Team Building, PowerPoint
Education
University of Mary Hardin-Baylor 1998 — 2002
BBA, Computer Information Systems
Bert Guempel's Wortham Insurance & Risk Management Experience May 1999 - Present
Job Account Executive at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management May 1999 - Present
John L. Wortham & Son, L.P. June 1992 - May 1999
Skills
Health Insurance, Underwriting
Education
Washington University in St. Louis 1976 — 1978
Masters, Economics
Bucknell University 1972 — 1976
Bachelors, Economics
Wortham Insurance & Risk Management May 1999 - Present
John L. Wortham & Son, L.P. June 1992 - May 1999
Skills
Health Insurance, Underwriting
Education
Washington University in St. Louis 1976 — 1978
Masters, Economics
Bucknell University 1972 — 1976
Bachelors, Economics
Charles Flournoy, C.P.C.U.'s Wortham Insurance & Risk Management Experience 1968 - Present
Job Vice Chairman, Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management 1968 - Present
Houston Marine Insurance Seminar 2000 - Present
Greater Houston Port Bureau January 2015 - Present
Houston Technology Center 2006 - Present
American Heart Association American Stroke Association, Texas Affiliate 2003 - 2004
American Heart Association American Stroke Association, Houston Branch 1999 - 2000
Propeller Club Port of Houston 1986 - 1987
Skills
Commercial Insurance, Liability, Casualty, Legal Liability, Property & Casualty..., D&O, Brokers, Reinsurance, Marine Insurance, Product Liability, General Insurance, Construction Insurance, International insurance, Claims Management, Risk Management, Captives, Commercial Lines, Employment Practices..., Umbrella Insurance, Casualty Insurance, Insurance
Education
The University of Texas at Austin 1964 — 1968
Bachelor of Business Administration (BBA), Finance, General
Wortham Insurance & Risk Management 1968 - Present
Houston Marine Insurance Seminar 2000 - Present
Greater Houston Port Bureau January 2015 - Present
Houston Technology Center 2006 - Present
American Heart Association American Stroke Association, Texas Affiliate 2003 - 2004
American Heart Association American Stroke Association, Houston Branch 1999 - 2000
Propeller Club Port of Houston 1986 - 1987
Skills
Commercial Insurance, Liability, Casualty, Legal Liability, Property & Casualty..., D&O, Brokers, Reinsurance, Marine Insurance, Product Liability, General Insurance, Construction Insurance, International insurance, Claims Management, Risk Management, Captives, Commercial Lines, Employment Practices..., Umbrella Insurance, Casualty Insurance, Insurance
Education
The University of Texas at Austin 1964 — 1968
Bachelor of Business Administration (BBA), Finance, General
Dale Arnold's Wortham Insurance & Risk Management Experience March 1984 - July 2012
Job Account Executive at Wortham
Industry Insurance
Experience
Wortham March 1984 - Present
Wortham Insurance & Risk Management March 1984 - July 2012
Crum & Forster Insurance Companies September 1976 - March 1984
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Microsoft Excel, Directors & Officers..., D&O, Risk Management, Inland Marine, Professional Liability, Captives, Strategic Planning, Commercial Lines, Umbrella Insurance, Insurance Brokerage, Employment Practices..., Underwriting, Customer Service, Life Insurance, Casualty, Legal Liability, Excess, Reinsurance, Disability Insurance, Employee Benefits, Liability, Claims Management, General Insurance, New Business Development, Health Insurance, Insurance, Brokers, Homeowners
Education
Abilene Christian University 1968 — 1972
Bachelor of Business Administration (BBA), Business
Wortham March 1984 - Present
Wortham Insurance & Risk Management March 1984 - July 2012
Crum & Forster Insurance Companies September 1976 - March 1984
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Microsoft Excel, Directors & Officers..., D&O, Risk Management, Inland Marine, Professional Liability, Captives, Strategic Planning, Commercial Lines, Umbrella Insurance, Insurance Brokerage, Employment Practices..., Underwriting, Customer Service, Life Insurance, Casualty, Legal Liability, Excess, Reinsurance, Disability Insurance, Employee Benefits, Liability, Claims Management, General Insurance, New Business Development, Health Insurance, Insurance, Brokers, Homeowners
Education
Abilene Christian University 1968 — 1972
Bachelor of Business Administration (BBA), Business
Josh Harbuck's Wortham Insurance & Risk Management Experience May 2012 - January 2014
Job Business Development/Strategic Consulting & Planning/Executive Sales & Management
Industry Medical Devices
Experience
K&K Consulting November 2014 - Present
JHConsulting January 2014 - October 2014
Wortham Insurance & Risk Management May 2012 - January 2014
Gallagher Benefit Services January 2009 - May 2012
Harbuck & Associates May 2006 - January 2009
GBC Benefits October 2003 - May 2006
Skills
Strategic Planning, Risk Management, New Business Development, Negotiation, Team Building, Business Strategy, Strategic Thinking, Project Management, Healthcare, Entrepreneurship, Analytics, Marketing Strategy, Start-ups, Consulting, Business Planning, Organizational..., Leadership, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2012
Executive M.B.A
Texas Christian University 1998 — 2003
BGS, Psychology
K&K Consulting November 2014 - Present
JHConsulting January 2014 - October 2014
Wortham Insurance & Risk Management May 2012 - January 2014
Gallagher Benefit Services January 2009 - May 2012
Harbuck & Associates May 2006 - January 2009
GBC Benefits October 2003 - May 2006
Skills
Strategic Planning, Risk Management, New Business Development, Negotiation, Team Building, Business Strategy, Strategic Thinking, Project Management, Healthcare, Entrepreneurship, Analytics, Marketing Strategy, Start-ups, Consulting, Business Planning, Organizational..., Leadership, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2012
Executive M.B.A
Texas Christian University 1998 — 2003
BGS, Psychology
Burton Barnes's Wortham Insurance & Risk Management Experience May 1990 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management May 1990 - Present
Skills
Legal Liability, Commercial Insurance, Casualty, Reinsurance, Professional Liability, Brokers, D&O, Property & Casualty..., Strategic Planning, General Insurance, Insurance, Health Insurance, Liability, Umbrella Insurance, Disability Insurance, Customer Service, Workers Compensation, Commercial Lines, Employment Practices..., Underwriting
Education
The University of Texas at Austin 1985 — 1990
bachelor of arts
Wortham Insurance & Risk Management May 1990 - Present
Skills
Legal Liability, Commercial Insurance, Casualty, Reinsurance, Professional Liability, Brokers, D&O, Property & Casualty..., Strategic Planning, General Insurance, Insurance, Health Insurance, Liability, Umbrella Insurance, Disability Insurance, Customer Service, Workers Compensation, Commercial Lines, Employment Practices..., Underwriting
Education
The University of Texas at Austin 1985 — 1990
bachelor of arts
Mary Chapa, CIC's Wortham Insurance & Risk Management Experience October 2009 - Present
Job Account Manager at IBTX Risk Services
Industry Insurance
Experience
IBTX Risk Services June 2015 - Present
Wortham Insurance & Risk Management October 2009 - Present
Skills
Health Insurance, General Insurance, Underwriting, Employee Benefits, Legal Liability, Professional Liability, Risk Management, Brokers, Life Insurance, Account Management, Disability Insurance, Property & Casualty..., Casualty, Insurance, Liability, Microsoft Word, Outlook, Workers Compensation, Microsoft Excel, Commercial Insurance, D&O, Marketing Strategy, Claim, Marketing
Education
The University of Texas at Arlington 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business
IBTX Risk Services June 2015 - Present
Wortham Insurance & Risk Management October 2009 - Present
Skills
Health Insurance, General Insurance, Underwriting, Employee Benefits, Legal Liability, Professional Liability, Risk Management, Brokers, Life Insurance, Account Management, Disability Insurance, Property & Casualty..., Casualty, Insurance, Liability, Microsoft Word, Outlook, Workers Compensation, Microsoft Excel, Commercial Insurance, D&O, Marketing Strategy, Claim, Marketing
Education
The University of Texas at Arlington 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business
Brianna Little's Wortham Insurance & Risk Management Experience August 2013 - June 2014
Job Commercial Lines Account Manager at MaximGroup
Industry Insurance
Experience
MaximGroup June 2014 - May 2015
Wortham Insurance & Risk Management August 2013 - June 2014
Oil States International April 2013 - August 2013
AD Banker of Houston February 2012 - April 2013
Computershare October 2011 - February 2012
Jones & Associates, Inc. September 2008 - May 2011
Skills
Customer Service, International Trade, Finance, Mandarin, Cultural Awareness, Superior organizational..., Challenge Driven, Teaching Classes, Insurance Training, Energy, Insurance, Commercial Insurance, Typing, Phone Etiquette, Computer-savvy, Multi-line Phone, Conflict Resolution, Property, Spreadsheets, Teamwork, Outlook, Microsoft Word, PowerPoint, International Relations, Translation, Microsoft Excel, International Business, Intercultural..., Chinese, Marketing
Education
Texas A&M University 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies
Xi'an Jiaotong University 2010 — 2010
International Finance
MaximGroup June 2014 - May 2015
Wortham Insurance & Risk Management August 2013 - June 2014
Oil States International April 2013 - August 2013
AD Banker of Houston February 2012 - April 2013
Computershare October 2011 - February 2012
Jones & Associates, Inc. September 2008 - May 2011
Skills
Customer Service, International Trade, Finance, Mandarin, Cultural Awareness, Superior organizational..., Challenge Driven, Teaching Classes, Insurance Training, Energy, Insurance, Commercial Insurance, Typing, Phone Etiquette, Computer-savvy, Multi-line Phone, Conflict Resolution, Property, Spreadsheets, Teamwork, Outlook, Microsoft Word, PowerPoint, International Relations, Translation, Microsoft Excel, International Business, Intercultural..., Chinese, Marketing
Education
Texas A&M University 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies
Xi'an Jiaotong University 2010 — 2010
International Finance
Anum Ramzanali's Wortham Insurance & Risk Management Experience November 2013 - January 2014
Job Internal Audit Intern at Loomis
Industry Accounting
Experience
Loomis June 2014 - Present
Wortham Insurance & Risk Management November 2013 - January 2014
Wells Fargo August 2010 - October 2013
Perfume Depot August 2006 - July 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Customer Service, Data Analysis, Analysis, Sales, Valuation, Leadership, Strategic Planning, Team Leadership, Process Improvement
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Houston Community College 2008 — 2010
Loomis June 2014 - Present
Wortham Insurance & Risk Management November 2013 - January 2014
Wells Fargo August 2010 - October 2013
Perfume Depot August 2006 - July 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Customer Service, Data Analysis, Analysis, Sales, Valuation, Leadership, Strategic Planning, Team Leadership, Process Improvement
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Houston Community College 2008 — 2010
Michele Hahnfeld's Wortham Insurance & Risk Management Experience June 1996 - Present
Job Partner at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management June 1996 - Present
Skills
Property & Casualty..., Liability, Commercial Insurance, Legal Liability, Workers Compensation, General Insurance, Health Insurance, Casualty, D&O, Brokers, Employment Practices..., Umbrella Insurance, Excess, Liability Analysis
Education
Southwest Texas State University
Texas Christian University
BS, Finance, General
Wortham Insurance & Risk Management June 1996 - Present
Skills
Property & Casualty..., Liability, Commercial Insurance, Legal Liability, Workers Compensation, General Insurance, Health Insurance, Casualty, D&O, Brokers, Employment Practices..., Umbrella Insurance, Excess, Liability Analysis
Education
Southwest Texas State University
Texas Christian University
BS, Finance, General
Gail Thompson, PHR's Wortham Insurance & Risk Management Experience January 2014 - Present
Job Associate Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management January 2014 - Present
Wortham Insurance & Risk Management January 2010 - December 2013
Frontier Consulting, Inc. 2007 - 2009
Skills
Recruiting, New Hire Processes, New Hire Orientations, Onboarding, Time & Attendance, Compliance, I-9 Compliance, Records Management, HRIS Database Management, Project Management, Unemployment Claims, Human Resources, COBRA, Outlook, Customer Service, Workers Compensation, Personnel Management, Benefits Administration, Employee Benefits, Training, Hiring, Management, Talent Acquisition, Sourcing, Interviews
Education
University of Houston-Clear Lake 2005 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Rice University
Wortham Insurance & Risk Management January 2014 - Present
Wortham Insurance & Risk Management January 2010 - December 2013
Frontier Consulting, Inc. 2007 - 2009
Skills
Recruiting, New Hire Processes, New Hire Orientations, Onboarding, Time & Attendance, Compliance, I-9 Compliance, Records Management, HRIS Database Management, Project Management, Unemployment Claims, Human Resources, COBRA, Outlook, Customer Service, Workers Compensation, Personnel Management, Benefits Administration, Employee Benefits, Training, Hiring, Management, Talent Acquisition, Sourcing, Interviews
Education
University of Houston-Clear Lake 2005 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Rice University
Bert Guempel's Wortham Insurance & Risk Management Experience June 1992 - Present
Job Managing Director at Wortham Insurance & Risk Management
Industry Insurance
Experience
Wortham Insurance & Risk Management June 1992 - Present
Education
Washington University in St. Louis 1976 — 1978
Master of Arts (MA), Economics
Bucknell University 1972 — 1976
Bachelor of Arts (BA), Economics
Wortham Insurance & Risk Management June 1992 - Present
Education
Washington University in St. Louis 1976 — 1978
Master of Arts (MA), Economics
Bucknell University 1972 — 1976
Bachelor of Arts (BA), Economics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO