Zywave, Inc.
Industry: Software company
DescriptionZywave, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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