Background & Qualifications

Employment History

2000 - Present: CONSULTANT

Employee Benefits With Merritt

Employee Benefits Consulting
Walnut Creek, CA

1994 - 2000: ACCOUNT MANAGER

Athens Benefits Insurance Services

Insurance Brokerage
Concord, CA

1993 - 1994: ASSOCIATE

A. Foster Higgins

Employee Benefits Consulting Firm
San Francisco, CA

1991- 1993: UNDERWRITER

Health Net

Health Insurance Company
Emeryville, CA

1984 - 1991: UNDERWRITER

Systems Analyst: Actuarial Analyst
Blue Shield of California

Health Insurance Company
San Francisco, CA

1982 - 1984: STATISTICAL ANALYST

Customer Service Representative
Blue Cross/Blue Shield of Washington D.C.

Health Insurance Company
Washington D.C.

Education

BS Business Administration, Cum Laude

Menlo College, Menlo Park, CA

Additional Qualifications

Certified Employee Benefits Specialist

  • CEBS
  • Licensed Life Agent in California; #0B47526
  • Proficient in Microsoft Excel, Outlook, PowerPoint, Word and Windows
  • Member, Golden Gate Association of Health Underwriters
  • Member, Board of Directors, Northern California Employee Benefits Council
  • Recruited, trained, and supervised 60 volunteers for a non-profit organization's largest annual fund-raiser which netted over $180,000