Jane Louie

Business Benefits & Family Financial Consultant @ Gateway Insurance Solutions - merged with Gateway Financial Advisors, Inc. People-First Benefits Consultant @ Gateway Financial | Social Innovation Advancer @ The Global Impact Group & Rotary NPOs

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Education

UC Santa Barbara

Bachelor of Science, Computer Science (and Biomedical Engineering affinity) -

The American College of Financial Services

Certified Family Business Specialist, Business -

College of San Mateo

Management, Management and Leadership Development -

Work Experience

Gateway Insurance Solutions - merged with Gateway Financial Advisors, Inc.

Current

Gateway Insurance Solutions - merged with Gateway Financial Advisors, Inc.

The Global Impact Group

Current

The Global Impact Group

Rotary International

Current

Rotary International

Contra Costa Crisis Center

Current

Contra Costa Crisis Center

Contra Costa County Employer Advisory Council (CCCEAC)

2006-01-01 - 2021-11-01

Contra Costa County Employer Advisory Council (CCCEAC)

RiseSmart

2014-01-01 - 2018-01-01

RiseSmart

Association for Corporate Growth (ACG)

2014-01-01 - 2018-01-01

Association for Corporate Growth (ACG)

VALLEY CHRISTIAN CENTER OF DUBLIN, CALIFORNIA

2008-01-01 - 2012-01-01

VALLEY CHRISTIAN CENTER OF DUBLIN, CALIFORNIA

Hewlett-Packard IBM KPMG

1994-01-01 - 2004-01-01

Hewlett-Packard IBM KPMG

Skills

Microsoft Office, Google Workspace, Shared Drives, Video Conferencing, Project Management, Team Collaboration, VR/AR & Hybrid Meetings Advancer of Visions Purpose driven * Wisdom seeker * Serial entrepreneur * Passionate educator Innovator * Refiner * Optimizer * Maximizer Strategist of the big picture Program Manager of the tactical paths Humanitarian in Motion Making a Difference with Social Impact Leader who lifts up followers Follower who lifts up leaders Builder and cultivator of Public-Private-NPO Partnerships Builder and cultivator of Corporate-Community-Civic Collaboration Belief Driven * Faith in Action Leverage technology to serve humanity to make better decisions Data Transformer that leads to better decisions Curious to seek wisdom of the truth Share that truth in love Develop people to Be the Best by Doing the Most Good Collaborator * Individualistic * Team Builder Connector * Communicator * Networker Plan for the worst * Hope for the best * Pursue what’s possible * Give what’s of us

Summary

With a steadfast focus on empowering organizations through strategic benefits planning, my role as a Business Benefits and Family Financial Specialist combines certified expertise with a commitment to safeguarding the health and financial well-being of employees and their families. I strive to tailor insurance and financial solutions that align with the nuanced needs of diverse business landscapes. From Fortune 500 companies to Startups, all have the same need: to increase revenue, decrease costs, and make their people happy. My focus is on the people. They are the greatest asset of every company. In the pursuit of being the best by doing the most good to increase social capital, I aim to advance social innovation through TGIG and Rotary by blending technology, service, and public engagement. This helps create immersive experiences that amplify impact and spark meaningful change. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Gateway Insurance and Financial Services and Cambridge Investment Research, Inc. are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.

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