Zywave, Inc.

Industry: Software company

Description

Zywave, Inc. is a software company headquartered in Milwaukee, Wisconsin that provides software as a service products for insurance brokers and financial planners. CEO: Jason Liu Headquarters: Wisconsin Founded: 1995 CFO: Joe Gibson VP: Adam Karl (Product Development) SVPs: Katie Conley (Customer Success), Eric Bluhm (Sales)

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Zywave, Inc. Employees

Employee
Years
Job
Industry
Eric Maki Eric Maki Bend, Oregon Details
Eric Maki's Zywave, Inc. Experience January 2004 - January 2007
Job Senior Product Manager at NAVIS
Industry Information Technology and Services
Experience
NAVIS  May 2015 - Present
Atlas Speech Coaching   September 2014 - Present
TripleNet Insurance   May 2012 - September 2014
GHX - Global Healthcare Exchange   August 2011 - April 2012
Vertafore  October 2007 - May 2011
Zywave, Inc.   January 2004 - January 2007
Marsh  September 2000 - January 2004
Certificate Management Solutions   July 1998 - August 2000
Sierra ITS  April 1997 - June 1998
Program Trading Corporation   July 1996 - March 1997

Skills
Product Management, SaaS, Strategic Partnerships, CRM, Cross-functional Team..., Analysis, Product Marketing, Leadership, Business Development, Strategy, B2B, Marketing Strategy, Start-ups, Sales Process, Lead Generation, Insurance, Sales, Selling, Team Building, Market Research, Marketing, Management, Executive Management, Consulting, Solution Selling, Outsourcing, Commercial Insurance, Property & Casualty..., Loss Mitigation, Integration, Product Development, Mobile Devices, Agile Methodologies, Enterprise Software, Entrepreneurship, Pricing, Risk Management, Salesforce.com, Direct Sales, Accent Reduction, Accent Neutralization, Voice & Accent, Pronunciation, Accent Modification, American English, Language Teaching, Teaching English as a..., Language Development, English Teaching, E-Learning

Education
Institute of Language and Phonology
Certified Accent Modification Specialist, Accent Modification, Certified

Indiana University Bloomington   1992 — 1996
BA, Biology and Business

Jeane Askew Jeane Askew Melbourne, Florida Area Details
Jeane Askew's Zywave, Inc. Experience February 2011 - January 2015
Job Sales Director Southeast
Industry Information Technology and Services
Experience
Maxwell Health  January 2015 - Present
Zywave Inc  February 2011 - January 2015
FileTek  April 2010 - January 2011
Mark Logic  September 2007 - February 2010
Autonomy  December 2003 - May 2007
Verity  2004 - 2006
Keiser University  July 2002 - October 2003
UTEK Corporation  September 2001 - July 2002

Skills
Sales, Sales Process, SaaS, Solution Selling, Enterprise Software, Salesforce.com, Account Management, Sales Management, Contract Negotiation, Lead Generation, Software Industry, Sales Operations, Negotiation, Selling, Direct Sales, Marketing, New Business Development, Employee Benefits, Sales Presentations, Cold Calling, Strategic Partnerships, Consulting, Program Management, Training, B2B, Professional Services

Education
Florida State University   1996 — 2000
BS, Communication

Laura Doepker-Eaton Laura Doepker-Eaton Greater Milwaukee Area Details
Laura Doepker-Eaton's Zywave, Inc. Experience November 2013 - Present
Job Senior Financial Analyst at Zywave, Inc.
Industry Insurance
Experience
Zywave, Inc.   November 2013 - Present
Fiserv  September 2013 - November 2013
Fiserv  February 2012 - September 2013
Fiserv  May 2009 - February 2012
Fiserv  June 2008 - May 2009

Skills
Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Internal Controls, Financial Modeling, Accounting, Finance, Risk Management, Financial Accounting, Budgets, Corporate Finance, Internal Audit, Variance Analysis

Education
Cardinal Stritch University   2005 — 2009
Bachelor's, Accounting and Theatre

Isaac Song Isaac Song Dallas/Fort Worth Area Details
Isaac Song's Zywave, Inc. Experience June 2009 - August 2009
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
University of Chicago Booth School of Business  September 2014 - Present
Capital One  June 2012 - July 2014
Capital One  September 2011 - May 2012
Capital One Auto Finance  July 2010 - September 2011
American Cancer Society  June 2009 - August 2009
Zywave Inc  June 2009 - August 2009

Skills
Financial Reporting, Budget Forecast, Efficiency Improvement, NPV analysis, Price Optimization

Education
The University of Chicago Booth School of Business   2014 — 2016
Master of Business Administration (MBA)

University of Notre Dame   2006 — 2010
Finance, Chinese

University of Notre Dame - Mendoza College of Business   2006 — 2010
BBA, Finance

East China Normal University   2008 — 2009
Study Abroad, Chinese, international Business

Kettle Moraine High school

Kate Rasman Kate Rasman Janesville/Beloit, Wisconsin Area Details
Kate Rasman's Zywave, Inc. Experience May 2007 - Present
Job Director, Global Support
Industry Computer Software
Experience
Zywave, Inc.   May 2007 - Present
Zywave  September 2010 - July 2011
Zywave  February 2009 - September 2010
Zywave  May 2007 - February 2009
UnitedHealth Group  September 2006 - April 2007
Diversified Insurance Services, Inc.   June 2001 - September 2006
New Berlin Eisenhower Middle-High School   August 2004 - October 2005

Skills
Employee Benefits, Salesforce.com, Customer Service, Coaching, Management, Leadership, Training, Insurance, Team Building, Onboarding, Process Improvement, Help Desk Management, Strategic Planning, Net Promoter Score, Customer Satisfaction

Education
Carthage College   1997 — 2001
B.A., Business Administration & Marketing

Thomas More High School   1993 — 1997

Sacred Heart of Jesus

Alyssa Barton Alyssa Barton Greater Milwaukee Area Details
Alyssa Barton's Zywave, Inc. Experience September 2012 - June 2013
Job Salesforce.com Administrator at Advicent | Driving operational excellence one process at a time
Industry Information Technology and Services
Experience
Advicent Solutions  July 2015 - Present
Advicent Solutions  March 2015 - Present
Advicent Solutions  November 2013 - Present
Zywave  June 2013 - November 2013
Zywave Inc.  September 2012 - June 2013
AT&T Mobility  October 2007 - August 2009

Skills
Photoshop, Dreamweaver, Illustrator, After Effects, GIS, Salesforce.com, Time Management, Development Of Employees, Lead Generation, Sales, Customer Service, Sales Operations, Marketing, Cold Calling, Sales Management, Budgets

Education
Alverno College   2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General

Carly O'Meara Carly O'Meara Dallas, Texas Details
Carly O'Meara's Zywave, Inc. Experience June 2009 - August 2009
Job Senior Account Executive at Moroch Partners
Industry Marketing and Advertising
Experience
Moroch Partners  June 2015 - Present
Moroch Partners  January 2014 - June 2015
Moroch  April 2012 - January 2014
Moroch  June 2011 - April 2012
Tulane University  May 2010 - May 2011
Hess Marketing  August 2010 - October 2010
Zywave, Inc.   June 2009 - August 2009

Skills
Social Media Marketing, Integrated Marketing, SEO, Social Media, Marketing, Market Research, Management, Analysis, Research, Relationship Marketing

Education
Tulane University - A.B. Freeman School of Business   2007 — 2011
Bachelor of Science, Marketing, Management

INSEEC   2009 — 2009
Business

Divine Savior Holy Angels High School   2003 — 2007

Derek Bridges Derek Bridges Columbia, South Carolina Area Details
Derek Bridges's Zywave, Inc. Experience November 2014 - Present
Job Account Executive at Zywave, Inc.
Industry Insurance
Experience
Zywave, Inc.   November 2014 - Present
Taxware  September 2013 - November 2014
Wells Fargo  May 2012 - September 2013
ADP TotalSource  October 2007 - May 2012
Palmetto Staffing Group   April 2004 - October 2007
Paychex  September 2000 - April 2004

Skills
Sales Management, Consultative Selling, 401k, Cold Calling, Sales Presentations, Employee Benefits, Sales Process, Workers Compensation, Team Building, Coaching, Mentoring, Salesforce.com, Payroll, Health Insurance, Customer Retention, Account Management, Direct Sales, Human Resources, Recruiting, Hiring, Benefits Administration, Selling, Employee Training, PEO, Sales Operations, Sales

Education
University of South Carolina - Darla Moore School of Business   1996 — 2000
BS, Marketing and Management

Heidi (Friese) Pezall, SPHR SHRM-SCP Heidi (Friese) Pezall, SPHR SHRM-SCP Greater Milwaukee Area Details
Heidi (Friese) Pezall, SPHR SHRM-SCP's Zywave, Inc. Experience September 2004 - April 2010
Job
Industry Insurance
Experience
ADP  March 2015 - Present
Diversified Insurance Solutions  October 2012 - March 2015
Zywave  April 2010 - July 2012
Zywave, Inc.   September 2004 - April 2010
Frank F. Haack & Associates   December 2002 - September 2004
SVA  December 2001 - December 2002

Skills
Employee Benefits, Human Resources, Recruiting, Employee Relations, Employment Law..., Commercial Insurance, Software Development, Change Management, Management Coaching, Leadership, Product Management, Market Research, HRIS, Aquisition, Due Diligence, Benefits Administration, HR Policies, Strategic Planning, Onboarding, Performance Management, SPHR, Insurance

Education
Carroll College   1998 — 2002
Bachelor of Science (BS), Communication, General, 3.9

Elizabeth Braatz Elizabeth Braatz Greater Milwaukee Area Details
Elizabeth Braatz's Zywave, Inc. Experience May 2007 - February 2010
Job Manager of Operations Globall Giving; Freelance Writer; Adjunct Faculty at Concordia University
Industry Writing and Editing
Experience
GloBall Giving   January 2015 - Present
Concordia University Wisconsin  November 2014 - Present
Milwaukee Journal Sentinel  January 2011 - Present
YMCA  April 2011 - Present
Harry & Rose Samson Family JCC   February 2014 - Present
Red Mango, Inc.   August 2012 - March 2014
Zywave, Inc  May 2007 - February 2010
Marquette University  August 2006 - May 2007
The Onion Newspaper, Inc   June 2004 - January 2005
Conley Media, Inc   December 2003 - June 2004

Skills
Editing, Newsletters, Marketing, Content Management, Process Improvement, Project Management, Publications, Research, Social Media, Feature Articles, Advertising, Blogging, Social Networking, Social Media Marketing, Copywriting, Copy Editing, Creative Writing, Strategic Communications, Event Planning, Magazines, Journalism, News Writing, Time Management, Microsoft Office, Press Releases

Education
Marquette University   2005 — 2007
Master of Arts, Communication; Journalism

University of Wisconsin-Milwaukee   1999 — 2003
Bachelor of Arts, Journalism and Political Science

Melanie Bates Melanie Bates Greater Chicago Area Details
Melanie Bates's Zywave, Inc. Experience June 2002 - September 2006
Job
Industry Information Technology and Services
Experience
ADP  July 2013 - Present
Empyrean Benefit Solutions  October 2012 - July 2013
Ceridian Benefits Services  June 2010 - October 2012
ADP National Accounts Services  June 2007 - May 2010
Zywave, Inc.   June 2002 - September 2006
Hartford Life Limited  September 2000 - September 2001
CIGNA Group Insurance  May 1995 - September 2000

Skills
Salesforce.com, CRM, New Business Development, Sales Operations, Sales, Contract Negotiation, Marketing, Sales Process, Customer Retention, SaaS, Cold Calling, Solution Selling, Direct Sales, Account Management, Sales Presentations, Selling, Training, Strategy, Benefits Administration, Employee Benefits, Lead Generation, Leadership, Management, Business Development, Recruiting, B2B, Outsourcing, Strategic Partnerships, Team Building, Complex Sales, Personnel Management, ADP Payroll

Education
Loyola University of Chicago   1991 — 1995
Bachelor of Arts, English

Glenbrook South

Glenbrook South

Dana (Berce) Serrano Dana (Berce) Serrano Greater Milwaukee Area Details
Dana (Berce) Serrano's Zywave, Inc. Experience August 2009 - January 2012
Job Vice President and General Counsel
Industry Computer Software
Experience
Zywave  January 2012 - Present
Zywave, Inc.   August 2009 - January 2012
Zywave, Inc.   November 2005 - August 2009
Michael, Best & Friedrich   2002 - 2004
Cramer Krasselt  1999 - 2001
Euro RSCG  1997 - 1998
The Creative Company  1997 - 1997
The Creative Company  1997 - 1997
The Creative Company  1997 - 1997

Skills
Employment Law, Legal Research, Insurance, Litigation, Intellectual Property, Contract Negotiation, Licensing, Corporate Law, Commercial Litigation, Negotiation, Mergers, Civil Litigation, Public Speaking, Legal Writing, Risk Management, Mediation, Corporate Governance, Employee Benefits, Acquisitions, Compliance, Document Drafting, Mergers & Acquisitions, Privacy Law, Trade Secrets, Management, Trademarks, Due Diligence, Leadership, CRM, Salesforce.com, SaaS, Strategy

Education
Marquette University Law School   1999 — 2002
J.D.

University of Wisconsin-Madison   1993 — 1997
JBA, Journalism

Abbey Karel Abbey Karel Dallas/Fort Worth Area Details
Abbey Karel's Zywave, Inc. Experience October 2007 - October 2012
Job Sr. Business Analyst, Mobile Initiatives
Industry Computer Software
Experience
jcpenney  August 2014 - Present
Rodan + Fields Dermatologists  August 2014 - Present
9 Month Infinity   2012 - Present
Kohl's Department Stores  November 2012 - August 2014
Zywave, Inc  October 2007 - October 2012
Zywave, Inc  October 2006 - October 2007
Midwest Insurance Brokerage Services   October 2003 - October 2006
FOX News  August 2001 - February 2002

Skills
MyWave Elements, HRconnection, Software Project..., Innovative Leadership, Analytics, Strategic Planning, Consultants, Customer Service, Health Insurance, Product Training, Product Development, Relationship Management, Management, Leadership, Strategy, Analysis, Training, Project Management, Marketing Strategy, skavaSTUDIO, Business Analysis, User Experience, Creative Services, Quality Assurance, Solution Selling, Sales Operations, Software Documentation, SaaS, Account Management

Education
Continuing Education   2003 — 2019
Professional Development

St. Norbert College   1999 — 2003
BA, Communications & Mathematics

ITU
PMP (Project Management Professional) Course Study

Laura Mrozek Davis Laura Mrozek Davis Greater Chicago Area Details
Laura Mrozek Davis's Zywave, Inc. Experience 2006 - 2009
Job Office Manager/Partner at Rush Hour Events
Industry Insurance
Experience
Rush Hour Events   March 2013 - Present
Lake Shore Associates, Inc.   March 2010 - March 2013
Zywave Inc  2006 - 2009
bSwift LLC   2004 - 2006
NetRegulus, Inc   2003 - 2004
CrossAccess Corporation   January 1996 - January 2003
BISCO Inc  January 1995 - January 1996
Deluxe Data Systems  1989 - 1995

Education
College of DuPage   2000 — 2002
Associates, Applied Science and Business Management

College of DuPage   2000 — 2000
Certificate, Supervision

Tony Pisani Tony Pisani Greater Milwaukee Area Details
Tony Pisani's Zywave, Inc. Experience November 2005 - July 2010
Job Enterprise / Development Manager at Rockwell Automation. Software product, planning & development leadership. MBA 2015
Industry Computer Software
Experience
Rockwell Automation  March 2010 - Present
Zywave Inc.  November 2005 - July 2010
Porter Lee Corp.   March 2003 - November 2005
New Road Software / ECS   2001 - 2003

Skills
Strategic Planning, Product Planning, Technology Roadmapping, Product Development, New Product Roll Out, Product Requirements, Use Cases, Strategic Partnerships, Program Management, Technical Blueprints, Product Positioning, Software Development, Lean Six Sigma, Agile Methodologies, Scrum, ERP Implementations, SAP Integration, Communications, Process Visualization, Team Leadership, Mentoring, Offshore Software..., Market Analysis, Product Innovation, Trade Shows, Voice of the Customer...

Education
University of Wisconsin-Madison - School of Business   2013 — 2015
Master of Business Administration (MBA), Strategic Management

University of Nevada-Las Vegas   1998 — 2001
Bachelor of Science, Management Information Systems

Justin Gregory Justin Gregory Chicago, Illinois Details
Justin Gregory's Zywave, Inc. Experience January 2008 - January 2009
Job Director, Risk Management
Industry Computer Software
Experience
Market Financial Group  July 2014 - Present
Applied Systems  November 2009 - July 2014
Zywave, Inc  January 2008 - January 2009
Marsh, HRH   October 2001 - December 2007
Lettuce Entertain You, Inc   September 1999 - October 2001

Skills
Risk Management, Leadership, Strategic Planning, Project Management, Marketing, Process Improvement, Account Management, Analysis, System Administration, Management, New Business Development, Employee Benefits, Commercial Insurance, Customer Service

Education
Loras College
BA, Psychology

Katie Conley Katie Conley Greater Milwaukee Area Details
Katie Conley's Zywave, Inc. Experience March 2000 - Present
Job Vice President, Services & Support at Zywave, Inc.
Industry Computer Software
Experience
Zywave, Inc.   March 2000 - Present
McDonald's Corporation  June 1997 - February 2000
Rutter Media  June 1996 - April 1997

Education
Carroll College   1991 — 1995
Bachelor of Science, Business Administration

Gina Vollmer, MBA, JD Gina Vollmer, MBA, JD Peoria, Illinois Area Details
Gina Vollmer, MBA, JD's Zywave, Inc. Experience 2009 - 2009
Job Attorney at Caterpillar Inc.
Industry Law Practice
Experience
Caterpillar Inc.  2012 - Present
Hinshaw & Culbertson LLP  2010 - 2012
DiRenzo & Bomier   2009 - 2010
United States Magistrate Judges for Eastern District of Wisconsin   2009 - 2009
Zywave, Inc.   2009 - 2009
Jeffrey S. Hynes & Associates   October 2007 - May 2008
Plexus  2008 - 2008
National Labor Relations Board  2007 - 2007

Skills
Real Estate, Contract Negotiation, Corporate Law, Banking Law, Corporate Governance

Education
Marquette University
B.S., Business-Marketing

Marquette University Law School
JD, Corporate, Labor & Employment

Valparaiso University
MBA, Business

Raymond Ropel Raymond Ropel Greater Milwaukee Area Details
Raymond Ropel's Zywave, Inc. Experience October 2010 - March 2012
Job Sr. Core Technology Developer at Runzheimer International
Industry Computer Software
Experience
Runzheimer International  September 2015 - Present
Runzheimer International  March 2014 - Present
Advicent Solutions  December 2013 - March 2014
Zywave  April 2012 - December 2013
Zywave Inc.  October 2010 - March 2012
partners4results.org   January 2004 - March 2011

Skills
Agile Methodologies, C#, ASP.NET, Visual Studio, WCF, Silverlight, .NET, XML, TFS, Test Driven Development, ASP.NET MVC, WPF, Scrum, Software Design, T-SQL, Object Oriented Design, REST, OOP, Software Development, AJAX, XAML, Web Services, IIS, Database Design, UML, SOA, Web Applications, Microsoft SQL Server

Education
Milwaukee School of Engineering   2000 — 2004
BS, Computer Engineering

Lisa (Laham) Schroeder Lisa (Laham) Schroeder Madison, Wisconsin Area Details
Lisa (Laham) Schroeder's Zywave, Inc. Experience January 2007 - January 2011
Job Sales Engineer at Zywave
Industry Computer Software
Experience
Zywave  January 2011 - Present
Zywave Inc.  January 2007 - January 2011
Cord Blood Registry  February 2005 - September 2006
Brightpoint  October 2001 - January 2005

Skills
CRM, Salesforce.com, Market Analysis, Solution Selling, Market Research, Leadership

Education
Indiana University - Kelley School of Business   1997 — 2001
BS, Marketing & International Studies

Cheryl Tucker Cheryl Tucker Greater Milwaukee Area Details
Cheryl Tucker's Zywave, Inc. Experience January 2009 - July 2009
Job Business Analyst at Kohl's Department Stores
Industry Information Technology and Services
Experience
Kohl's Department Stores  June 2011 - Present
Kohl's Department Stores  May 2010 - June 2011
Zywave, Inc.   January 2009 - July 2009
Zywave, Inc.   September 2007 - January 2009
Metavante Corporation  2003 - 2006
Metavante Corporation  2001 - 2003

Education
Mount Mary University   1993 — 2008
B.A., Business/Professional Communication

Ken Ullsperger Ken Ullsperger United States Details
Ken Ullsperger's Zywave, Inc. Experience November 2004 - November 2009
Job
Industry Information Technology and Services
Experience
Herzing University  March 2011 - October 2011
Herzing University Online  January 2010 - March 2011
Zywave Inc  November 2004 - November 2009
ProServices   January 2000 - January 2004
Silicon Logic Engineering  January 2000 - January 2001
Helwig Carbon Products Inc   January 1999 - January 2000

Skills
Project Planning, Process Improvement, Technology Evaluation, Software Development, Microsoft SQL Server, SQL, SharePoint, Agile Methodologies, Databases, .NET, XML, VB.NET, Integration, Database Design, Web Services

Education
University of Wisconsin-Eau Claire   1997 — 2000
B.S, Computer Science

Carroll University   1995 — 1997
Computer Science

Erin Margerie Erin Margerie Greater Milwaukee Area Details
Erin Margerie's Zywave, Inc. Experience January 2011 - Present
Job Senior Legal Content Attorney at Zywave, Inc.
Industry Legal Services
Experience
Zywave, Inc.   January 2011 - Present
Reinhart Boerner Van Deuren s.c.   2000 - 2009

Skills
Employee Benefits, Legal Research, Legal Writing, Customer Service, Employment Law, Workers Compensation, Insurance, Benefits Administration, Estate Planning, Claim, Contract Negotiation, Mergers & Acquisitions, Public Speaking, Legal Compliance, Strategic Planning, Account Management, Research

Education
University of Wisconsin-Madison   1997 — 2000
Doctor of Law (J.D.), Law, magna cum laude

Marquette University   1993 — 1997
Bachelor of Arts (BA), Psychology, cum laude

David Vitalbo David Vitalbo Waukesha, Wisconsin Details
David Vitalbo's Zywave, Inc. Experience June 2007 - Present
Job Business Intelligence Analyst at Zywave Inc.
Industry Information Technology and Services
Experience
Zywave Inc  June 2007 - Present
FIS  May 1997 - June 2007

Skills
SQL, Microsoft SQL Server, Software Development, Agile Methodologies, Requirements Analysis, Business Intelligence, Salesforce.com, XML, Business Analysis, Visual Studio, SSIS, DataStage, Report Design, SaaS, HTML, Scrum, CSS

Education
University of Dayton   1993 — 1997
Bachelor of Science (B.S.), Computer Information Systems

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