GFBB Benefits & Insurance Services, Inc. since Jan 2008
CFO
Sacramento Association of Health Underwriters (SAHU) - Sacramento, California Area Jul 2011 - Jun 2012
Treasurer
Genovese, Forman, Burford & Brothers Oct 2004 - Dec 2007
Account Manager
JMJ Auto Detailing - Granite Bay/Salt Lake City Jun 1999 - Oct 2004
Partner
Education:
University of Phoenix 2004 - 2007
Bachelor, Business Management
National Underwriter Company 2006 - 2006
GBDS, Group Benefits Disability Specialist
BYU 2001 - 2002
Wharton School of Business 2011
CEBS, Employee Benefits
Skills:
Leadership Small Business Management Health Insurance Healthcare Long Term Care Strategic Planning Disability Insurance Insurance Employee Benefits
Interests:
Family Exercise Investing Electronics Cars Reading Sports Automobiles Travel
Languages:
English Spanish
Awards:
Certified Patient Protection and Affordable Care Act Professional National Assocation of Health Underwriters (NAHU) This certification program provided key technical components of PPACA and has prepared me to counsel my clients on upcoming required healthcare changes and new options for health plans.
Topics of study included:
• Implementing healthcare reform—overview and politics
• Grandfathered plans and the small-business tax credit
• Medicare Part D and non-discrimination rules
• Patient protection and changes to consumer-directed health plans
• Medical loss ratio requirements and tax implications
• W-2 reporting, summary of benefits, waiting periods, essential benefits and community rating
• Individual mandate, pre-existing conditions and rating reform
• Health insurance exchanges for individuals and small employers
• Employer pay or play
• Self-insured plans