Summary

For the past five years, Janice Berthold has served as a Senior Vice President at Heffernan Insurance Brokers in Palo Alto, California. With decades of experience under her belt, Janice Berthold works with clients to determine their optimal coverage through risk management assessment. Using a 125-point checklist, Janice Berthold examines clients' individual circumstances and creates a plan customized to their needs. She has earned a reputation for her diligence, insight, and responsiveness to clients' specific needs. An alumna of the University of San Francisco, Janice Berthold was awarded her Bachelor of Arts degree in English and Italian. Janice Berthold became a Chartered Financial Planner and a Chartered Property Insurance Underwriter after completing training at the American College in Bryn Mawr, Pennsylvania. Janice Berthold belongs to Chartered Property Casualty Underwriters, the General Agents and Managers Association, National Association of Life Underwriters, and the Society of Financial Service Professionals. In the past, Janice Berthold was the Chief Executive of her own insurance company, J. Berthold Insurance, Inc. Janice Berthold also made valuable contributions to Aetna as a Marketing Manager for the company's San Jose Office. In addition to her work as an insurance executive, Janice Berthold has also assisted in the development and guidance of nonprofit organizations like HOPE Services, Santa Clara University and Opportunity International.

Work History

Work History
Nov 2005 - Present

Sr. Vice President

Heffernan Insurance Brokers

Education

Education
Sep 1965 - May 1969

B.A.

University of San Francisco