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







