Get to know
Director of Marketing
San Jose, CA
(408) 364-8109 - Direct
Please note: coverage cannot be bound or altered online. A service representative will need to contact you to finalize your request.
My insurance career began in 1988 as a receptionist, and I’ve had many roles throughout the years before my current role as Director of Marketing at Leavitt Pacific. I help our commercial clients find coverage solutions and resources to help them be safer and drive down their costs.
I believe education is the key to success and I learn something new almost every day. With my focus on learning I’ve obtained the following insurance designations: Certified Insurance Counselor (CIC), Certified Insurance Service Representative (CISR), and Certified Professional Insurance Women (CPIW). I take pride in my work and offer my clients the benefit of my experience, education, and a positive attitude.
I am a member of the International Association of Insurance Professionals and the IBA Silicon Valley. I also sit on the round table for the State Compensation Insurance Fund and the agency council for Liberty Mutual. I enjoy the educational and networking opportunities these groups provide.
I grew up the central valley of California and my son and I moved to the Bay Area in 1998. We love living in this area because of the beaches, airports, world class restaurants, concerts, museums, and the wonderfully diverse population.
In my free time I make jewelry, crochet, write calligraphy, watch Star Trek, and beachcomb. My son has a podcast that I enjoy called “Beyond Trek Productions.” I also collect Coca Cola memorabilia and antique red glass.
Years of experience
1570 The Alameda
San Jose, CA 95126
(408) 364-8109 - Charlotte's Direct
(408) 288-6262 - General Office
General Office Hours
|Mon||7:30 AM – 4:30 PM|
|Tue||7:30 AM – 4:30 PM|
|Wed||7:30 AM – 4:30 PM|
|Thr||7:30 AM – 4:30 PM|
|Fri||7:30 AM – 4:30 PM|
This staff member's office hours may differ from the hours listed above.