Bachelor Of Arts

Zenefits is changing the game for small business owners needing the best of the best HR/Payroll and Benefits Administration systems. Our HR system is available to small groups at no cost! And it's amazing

August 2015 to Current Date AMERITAS LARGE GROUP REP-BAY AREA Develop and nurture relationships with the Bay Area's Largest Employee Benefits Brokers. Sales of Large Group Dental, Vision and Hearing Insurance

January 2009 - August 2011 ACCUCHEX INSURANCE SERVICES, LLC, Novato, CA Founder Created Benefits and P and C small business unit for large regional payroll company. Developed all communications materials, market positioning and Deal-Flow Developed Key partnerships with major US carriers and Strategic Partners

October 2008 to Current Day Lipman Insurance Consulting Group Founder Strategic Business Development Consultancy. Assisted Major Insurance Broker in the identification and acquisition of a strategic partner Created full service Insurance agency for a Large Regional CPA firm Developed unique Cyber Insurance program for multi-national Web Hosting Company.

June 2005 - June 2008 USI San Francisco, CA Senior Vice President Producer/Rainmaker at USI. Responsible for developing self-insurance programs for nursing homes. Utilizing extensive knowledge and experience in developing excellent relationships with clients. Created and managed Employee Benefit Trusts for Associations. Noted and recognized ability to attract and retain clients and centers of influence. Business Development Innovation in creating new deal flow from new partners

June 2001 - June 2005 Humanex, Inc. Fremont, CA CEO Oversaw the acquisition and merging of two businesses and cultures. Responsibilities included employee benefits, HR outsourcing company. Increased revenue to almost $3 ,000 ,000 per year with over 200 Union, Municipal and Private Employers. Built a 15 employee team that integrated administration, consulting and insurance sales. Cross-selling from one discipline to the other was implemented into our successful model.

January 1996 - June 2001 SIMPATA. Folsom, CA Senior VP Business Development and Founder Founded company that provided software as a service SaAS in the employee benefits outsourcing arena. Raised over $30 million and increased company to 120 employees and over 500 customers. Built Benefits-In-a-Box program to simplify delivery of employee benefits programs. Created Unique Partnerships with Blue Cross Blue Shield of America

June 1986 - January 1996 The Lipman Company Fremont, CA President Built and directed the development, marketing and communications of the Bay Area's pre- eminent Flex Spending, Section 125 , boutique Self-funded and Cobra TPA. Created 2 unique Health Insurance Trusts for associations to market to their membership. In addition, built an independent employee benefits insurance agency from zero to $3 ,000 ,000 in revenue and 15 employees. Managed day to day operations of a thriving TPA and agency.

November 1983 - January 1986 HealthPace Modesto, CA Senior Vice President Integrated NYLIC, Corroon and Black and National Medical Enterprises' efforts to build a California based insured PPO. Built company from no revenue and no employees to over 250 insured employers and 5000 covered employees. Worked with many districts and public entities

June 1982 - November 1983 The Travelers Insurance Company, Hartford, CT Field Representative Attended the prestigious Travelers' Group Insurance School in Hartford, CT. Transferred to the San Francisco Regional Office where I was assigned a Territory of brokers and large group accounts.