Moreton & Company
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Moreton & Company Employees
Moreton & Company December 2014 - Present
Imagine Health, Inc. April 2014 - December 2014
Coventry Health Care, an Aetna Company October 2012 - March 2014
Regence BlueCross BlueShield of Utah December 2009 - October 2012
Skills
Health insurance..., Sales, Customer Retention, Managed Care, Health Insurance, Insurance, Employee Benefits
Education
Saint Louis University 1980 — 1983
Bachelor of Arts (B.A.), Communications, Summa Cum Laude
FCC Services November 2014 - Present
Insurance February 2014 - October 2014
Hub International Insurance Services Inc December 2009 - January 2014
Aon Reed Stenhouse December 2008 - December 2009
Moreton & Company January 2006 - December 2007
Palmer & Cay August 2003 - July 2005
Marsh February 1998 - August 2003
Johnson & Higgins March 1991 - March 1997
Skills
Insurance, Risk Management, Underwriting, Leadership, Property & Casualty..., Commercial Insurance, Brokers, Employee Benefits, Benefits Administration, Marketing, CRM, Management, Account Management, Sales, New Business Development, Project Management, Start-ups, Program Management, Health Insurance, General Insurance
Education
University of Denver - Daniels College of Business 2003 — 2007
Executive Leadership and Finance, Leadership, Finance
University of Denver - Daniels College of Business 1980 — 1982
Bachelor in Business Adminstration, Economics, Marketing, Finance, Management
University of Hartford 1978 — 1980
BSBA, Business Administration and Performing Arts
University of Denver Lamont School of Music
Keyboard and Music Theory, Music
Moreton & Company November 2006 - Present
Marsh & McLennan Agency September 1987 - July 2006
Skills
Sales, Risk Management, Account Management, Human Resources, Property & Casualty..., Management, Business Analysis, Strategic Planning, Customer Service, Project Management
Education
Colorado State University 1959 — 1963
Bachelor of Science (BSc), Business Administration
Lockton Companies 2011 - 2012
Hub International 2008 - 2011
Arizona State University 2007 - 2011
Moreton & Company 2006 - 2008
Marsh 2004 - 2006
Marsh 1997 - 2004
Sensory Science 1992 - 2002
Johnson & Higgins 1986 - 1997
Johnson & Higgins 1983 - 1986
Marsh & McLennan Companies, Inc. 1982 - 1983
Skills
Leadership, Team Leadership, Commercial Insurance, Risk Management, Property & Casualty..., Health Insurance, Communication Skills, Change Management, Project Management, Brokers, Casualty, General Insurance, Insurance, Legal Liability, Liability, Professional Liability, Underwriting, Commercial Lines, Employment Practices..., Workers Compensation
Education
New York University 1978 — 1982
Master of Business Administration (M.B.A.)
United States Naval Academy 1968 — 1972
Bachelor of Science (B.S.)
Moreton & Company March 2015 - Present
Vivint January 2014 - September 2014
ADP August 2010 - January 2014
Omniture January 2008 - January 2010
Novell, WordPerfect, SoftCopy April 1988 - January 2008
Skills
ADP Payroll, Payroll, Employee Relations, HRIS, Human Resources, Deferred Compensation, Benefits Administration, Employee Benefits, Training, Performance Management, Customer Service, Management, Consulting, HR Policies, Personnel Management, Employee Training, Talent Management, New Hire Orientations, Employee Engagement
Education
Brigham Young University 1986 — 1988
Orem High School 1979 — 1980
H.S. Graduate
InsideSales.com April 2014 - Present
InsideSales.com February 2014 - April 2014
InsideSales.com October 2013 - February 2014
Workers Compensation Fund May 2013 - September 2013
Moreton & Company April 2012 - September 2012
Precision Asphalt May 2011 - April 2012
Skills
sales acceleration, Sales, Salesforce.com, Leadership, Business Development, Management, Marketing, Social Media, SaaS, CRM, Sales Operations, Cold Calling, Insurance, Team Building, Sports, Communication, Employee Benefits, Sales&Marketing, People-oriented, Basketball, Customer Service, outgoing, Property & Casualty..., Event Planning, Market Research, Demand Generation, Business Networking, Sales Process..., B2B
Education
Brigham Young University - Hawaii 2011 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Utah State University-College of Eastern Utah 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Snow College 2007 — 2008
Associate's degree, General Studies
Moreton & Company 2015 - Present
Challenger School April 2013 - February 2015
Mountain America Credit Union September 2007 - September 2009
University Credit Union April 2003 - June 2005
Skills
Risk Management, Financial Analysis, Training, Microsoft Office, Analysis, Banking, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Access, Leadership, Coaching, Auditing, Outlook, Team Building, Team Leadership, Teamwork, Public Speaking, Behavior Management, Program Management, Curriculum Design, Strategic Planning, Research, Tutoring, Process Improvement, Public Relations, Lesson Planning, Staff Development, Classroom
Education
Salt Lake Community College 2006 — 2011
General Studies
The Art Institute of Salt Lake City
Interior Design
Moreton & Company September 2014 - Present
Nutshell Marketing October 2013 - June 2014
Utah Media November 2001 - October 2013
Raven Artworks 2003 - 2009
Skills
Graphic Design, Social Media, Copywriting, Advertising, Online Marketing, Social Networking, HTML, Online Advertising, Web Design, Microsoft Office, Blogging, Social Media Marketing, Pre-press, Logo Design, Layout, Mac, Graphics, Illustration, Marketing, Marketing Communications, Publications, Photography, Adobe Creative Suite, Marketing Strategy, Public Speaking
Education
American InterContinental University 1996 — 1998
Bachelor's Degree, Graphic Design/Illustration, 3.8
MRP March 2001 - Present
Moreton & Company January 2005 - December 2005
Benefit Management and Design 2000 - 2005
TEK Systems 1998 - 2000
Education
The University of Kansas 1992 — 1996
Business Administration, Finance
The University of Stirling
International Economics and General Studies
Wasatch Advisors July 2014 - Present
Cincinnati Financial Corporation May 2013 - July 2013
eBay June 2012 - August 2012
Moreton & Company August 2009 - February 2010
Skills
SaaS, Microsoft Word, PowerPoint, Social Media Marketing, Social Media, Microsoft Excel, PMO, Project Management, Marketing, Microsoft Office, Public Speaking, Leadership, Sales, Team Leadership, Financial Analysis, Data Analysis
Education
University of Southern California 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Blaine Christensen Insurance January 2011 - Present
Moreton & Company 2001 - 2011
Skills
Property & Casualty..., Life, Heath and..., Medicare Advantage Plans, Surety Bonds
Education
University of Arizona 1980 — 1985
Bachelor's degree, Finance, General
Borah High School 1977 — 1980
Corporate Traditions July 2015 - Present
SEOVOD December 2010 - Present
Adobe Systems February 2011 - December 2011
Moreton & Company May 2008 - February 2011
The Martin Worley Group January 2007 - April 2008
Westminster College October 2007 - December 2007
Northwestern Mutual October 2006 - January 2007
Bureau of Land Management April 2004 - August 2005
Skills
Online Marketing, SEO, Social Media Marketing, PPC, Social Media, Online Advertising, Marketing Strategy, Web Marketing, YouTube, Video Production, Corporate Videos, Analytics, Start-ups, Lead Generation, Landing Page..., Video, E-commerce, Online Video, Videography, Facebook, Omniture, Email Marketing, Search Advertising, Internet Strategy, HTML, Web Analytics, Keyword Research, Google Adwords, Google Analytics, Conversion Optimization, Niche Marketing, Film Production, Adobe Creative Suite, Mobile Marketing, Organic Search, Affiliate Marketing, Online Reputation..., Premiere, Web Video, A/B testing, Link Building, Film Editing, Marketing Consulting, Adobe Premiere, YouTube Marketing, Video SEO, LinkedIn, Marketing, Management, Strategy
Education
Full Sail University 2010 — 2011
Master's of Internet Marketing, Internet Marketing
Westminster College 2006 — 2008
Financial Services, Finance
Snow College 2004 — 2006
Associates of Science, Business
Millard High 1998 — 2001
High School, Honor Roll
Cigna May 2014 - Present
Moreton & Company October 2013 - May 2014
Aetna August 2011 - October 2013
Kaiser Permanente July 2009 - August 2011
Kaiser Permanente September 2007 - July 2009
SelectHealth March 2007 - June 2007
Molina Healthcare December 2005 - March 2007
Skills
large group..., one-on-one & small..., wellness program..., brand management, consultative sales..., vendor relations, Motivational..., internal/external..., corporate social media..., SaaS implementation,..., digital document..., PC & Mac literate, Microsoft Office, Adobe Creative Suite, Salesforce.com, template-based graphic..., certified asthma..., certified tobacco..., Life & Health producer..., Employee Wellness, HMO, Health Insurance, Leadership, Long-term Care, Brand Management, Disability Insurance, Training, Managed Care, Strategic Planning, Team Building, Community Health, Health Care Reform, Behavior Change, HIPAA, Health Education, Healthcare, Customer Service, Public Speaking, Employee Benefits, Group Theory, Employee Wellness..., Insurance, Wellness, Benefits Administration, Health Communication, Workers Compensation, Medicare, Health Promotion, Prevention
Education
Brigham Young University
Bachelor of Science (B.S.), Public Health
Moreton & Company November 2013 - Present
Van Gilder Insurance January 2012 - July 2013
American Summit Mortgage Company May 2008 - December 2010
Spire Financial April 2006 - May 2008
Skills
Insurance, Customer Service, Employee Benefits, Strategic Planning, Customer Relations, Corporate Fundraising, Project Management, New Business Development, Charity Events, Industry Analysis, Real Estate, Marketing, Sales, Account Management, Finance, Leadership, Strategy, Salesforce.com, Marketing Strategy, Management, Public Relations, Sales Management, Risk Analysis, Mergers & Acquisitions, Fundraising, Commercial Insurance, Team Building, Entrepreneurship, Risk Management, Mortgage Lending, Small Business, Property & Casualty..., Workers Compensation, Social Media Marketing, Social Media, Consulting, Event Planning
Education
Kansas State University 1993 — 1999
Bachelor of Science, Social Sciences
GBS Benefits, Inc. February 2015 - Present
Moreton & Company April 2010 - January 2015
Rainier Financial Group October 2004 - April 2010
Pier 1 Imports September 2002 - August 2004
McDonald’s September 1996 - June 2002
Skills
Microsoft Office, Excel, JavaScript, Computer Science, InDesign, HR Solutions, HRIS, Adobe Acrobat, Problem Solving, Time Management, Employee Benefits, Health Insurance, Customer Relations, Benefits, Customer Service, Account Management, Insurance, Word, PowerPoint, Team Leadership, Teamwork, Administration, Healthcare, Database Administration, Team Management, Employee Relations, Data Entry, Benefits Administration, Creative Problem Solving, Project Management, Management, Microsoft Excel, Team Building, Microsoft Word, Leadership, Training
Education
University of Utah 2010 — 2013
Master of Business Administration (MBA), Corporate Resource Management
UNLV 2002 — 2004
Bachelors in Computer Science, Computer Science
University of Utah 1999 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
NuCerity International Inc. October 2014 - Present
Mona Vie May 2014 - October 2014
Moreton & Company July 2009 - May 2014
Provo College July 2010 - October 2011
Zomax May 2005 - December 2008
The Daily Herald October 2003 - June 2004
Skills
InDesign, Illustrator, Logo Design, Graphic Design, Graphics, Photoshop, Web Design, Adobe Acrobat, After Effects, Dreamweaver, Premiere, Mac, Pre-press, Layout, Microsoft Office, CSS, Branding & Identity, Adobe Creative Suite, Typography, HTML, Packaging, HTML 5, Flash Animation, QuarkXPress, ActionScript, Magazine Layout Design, Brand Management, HTML5
Education
Provo College-American Fork 2009 — 2009
Associate of Science (A.S.), Web Design and Animation
Provo College-Provo 2002 — 2003
Associate of Science (A.S.), Graphic Design
Zagg, Inc. May 2011 - Present
Moreton & Company September 2014 - Present
Utah Business Golf Connection May 2011 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
Wells Fargo Bank September 2007 - July 2010
WaMu September 2005 - April 2007
Farm Bureau Financial Services July 2003 - September 2005
Skills
Financial Planning, Investments, Retirement Planning, Banking, Strategic Financial..., Insurance, New Business Development, Estate Planning, Strategic Planning, Team Building, Public Speaking, Marketing
Education
Southern Utah University 1998 — 2000
B.S, Interpersonal Communications and Public Relations (Composite Major)
Southern Utah University 1998 — 2000
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Moreton & Company December 2012 - Present
CBIZ May 2008 - December 2012
Finco Brothers 1996 - 2008
Ralph L Wadsworth Construction Company 1995 - 1996
Skills
Sarbanes-Oxley Act, Managerial Finance, Forensic Accounting, Sarbanes-Oxley, Valuation, Corporate Finance, CPA, Financial Accounting, Internal Audit, Cash Flow Forecasting, Strategic Financial..., Insurance, Team Leadership, Account Reconciliation, Accounts Payable, Payroll, Human Resources, Finance, Financial Statements, Accounts Receivable, Corporate Tax, Forecasting, Employee Benefits, Benefits Administration, Budgets, Analysis, Cost Accounting, Health Insurance, Financial Audits, Strategic Planning
Education
University of Phoenix-Utah Campus
Bachelor of Science (B.S.), Accounting
Rocky Mountain RIMS November 2011 - Present
Aon September 2011 - Present
Moreton & Company November 2009 - June 2011
Western States Insurance February 2006 - November 2009
Aon/Albert G. Ruben Insurance Services, Inc. January 2004 - February 2006
Panavision January 2003 - January 2004
Skills
Strategic Planning, Risk Management, Management, Insurance, Marketing, Workers Compensation, Account Management, Negotiation, Public Speaking, Employee Benefits, Customer Service, New Business Development, Microsoft Excel, Budget, Microsoft Office, Commercial Insurance, Business Development, Strategy, Team Building, Sales, Leadership, Contract Negotiation, Program Management, Liability, Professional Liability, Property & Casualty...
Education
University of Maine 2000 — 2002
B.S., Business Management
William S. Hart 1993 — 1995
Village Christian 1991 — 1993
Magellan Health March 2015 - Present
The RainMaker Group May 2014 - February 2015
Moreton & Company June 2010 - May 2014
Humana June 2007 - June 2010
Magellan Health Services November 2006 - June 2007
RxAmerica November 2005 - October 2006
MedVantx December 2002 - November 2005
IPC The Hospitalist Company, Inc. April 1998 - December 2002
VistaCare January 1996 - April 1998
ValueRx September 1992 - January 1996
Skills
Strategic Planning, Management, Leadership, Team Building, Business Development, Sales, Marketing Strategy, Account Management, Marketing, Start-ups, Business Strategy, Health Insurance, Employee Benefits, Insurance, Leadership Development, Property & Casualty..., Public Speaking, Disability Insurance, Healthcare, New Business Development, Life Insurance, Benefits Administration, Underwriting, Commercial Insurance, Customer Service, Strategic Partnerships, Project Management, Risk Management, Negotiation, Health Savings Accounts, Operations Management, Self-funded, Workers Compensation, Sales Management, Mergers & Acquisitions, Business Planning, Budgets, Contract Negotiation, Organizational..., Mergers
Education
Brigham Young University 1979 — 1984
Bachelor of Arts, Communcations
Moreton & Company July 2014 - Present
Moreton & Company March 2013 - Present
K10 Motorsports April 2011 - Present
Lockton Companies February 2007 - March 2013
Skills
Commercial Insurance
Education
University of Nebraska-Lincoln 2004 — 2006
BSBA, Finance
North Platte 2002 — 2004
Moreton & Company January 2014 - Present
Moreton & Company January 2006 - January 2014
Aon Corporation 2001 - 2006
Skills
Employment Practices..., Fiduciary, Directors & Officers..., Professional Liability, D&O, Brokers, Commercial Insurance, Underwriting, Property & Casualty..., Casualty, Insurance, Liability Analysis, Liability, Workers Compensation, Excess, Cyberliability, Insurance Programs, Enterprise Risk..., Legal Liability, General Insurance, Reinsurance, Risk Management, Errors & Omissions, Umbrella Insurance, Management, Leadership, Inland Marine, Sales
Education
Brigham Young University 1995 — 2001
Business Management, Finance
Marsh March 2014 - Present
Aon 2011 - 2014
Wells Fargo Insurance Services November 2008 - February 2010
Moreton & Company 2006 - 2008
Marsh 2000 - 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA
Weber State University
BS
Moreton & Company January 2007 - Present
Skills
Underwriting, Property & Casualty..., Captives, Insurance, Liability, Risk Management, Commercial Insurance, Brokers, Workers Compensation, New Business Development, Account Management, Strategic Planning, Employment Practices..., Excess, Professional Liability, Legal Liability
Education
Boise State University 2005 — 2007
Bachelors, Accounting
Moreton & Company May 2010 - Present
Utah Business Golf Connection January 2012 - Present
Salt Lake Chamber 2012 - Present
Wells Fargo Insurance Services May 2008 - May 2010
Basic Research 2004 - 2007
Skills
Insurance, Strategic Planning, Account Management, New Business Development, Marketing, Team Building, Sales, Business Strategy, Direct Sales, Leadership, Negotiation, Networking, Public Speaking, Sales Management, Small Business, Strategy, Team Leadership, Marketing Strategy, Healthcare, Business Development, Customer Service, Coaching, Property, Management
Education
University of Utah - David Eccles School of Business 2004 — 2009
Finance, Finance
Salt Lake Community College 2002 — 2005
AS, Business
Arthur J. Gallagher & Co. September 2014 - Present
Integro Insurance Brokers July 2013 - August 2014
Hub International March 2010 - July 2013
Moreton & Company July 2006 - March 2010
Marsh, Inc July 2004 - July 2006
Skills
Employment Practices..., Directors & Officers..., Fiduciary Liability, Crime Insurance, Cyber Insurance, Insurance, Property & Casualty..., Professional Liability, Liability, Fiduciary, Workers Compensation, Insurance Brokerage, Reinsurance, Commercial Lines, Claim, New Business Development, Casualty, Umbrella Insurance, Commercial Insurance, D&O, Financial Risk, Underwriting, Risk Management, Legal Liability, Brokers, Excess, Training, Inland Marine, General Insurance, Captives
Education
Brigham Young University 2000 — 2004
Bachelor of Science, Business Management
UnitedHealth Group September 2014 - Present
Humana March 2011 - September 2014
AmeriVeri CR, LLC August 2009 - September 2014
American Diabetes Association April 2009 - January 2011
Colorado Human Resource Association May 2010 - September 2010
Moreton & Company September 2009 - August 2010
Flood & Peterson Benefits, Inc. June 2008 - April 2009
Great-West Healthcare now part of CIGNA April 2007 - June 2008
Wealth Management Partners February 2006 - April 2007
MetLife September 2002 - February 2006
Skills
Health Insurance, Sales, Insurance, Employee Benefits, Leadership, Healthcare, Strategic Financial..., Underwriting, New Business Development, Long-term Care, Team Building, Disability Insurance, Training, Sales Management, Medicare, Life Insurance, Small Business, Marketing, Management, Program Management, Finance, Business Planning, Business Strategy, Financial Planning
Education
University of Colorado Boulder 1996 — 1999
Bachelor of Science (B.S.)
University of Colorado Boulder - Leeds School of Business 1996 — 1999
BS - Business
University of Northern Colorado 1993 — 1996
The Buckner Company June 2014 - Present
PlanSource June 2013 - June 2014
PlanSource June 2013 - June 2014
Moreton & Company 2010 - June 2013
Skills
Underwriting, Outlook, Insurance, Employee Benefits, Self-funded, Benefits Administration, Health Insurance, Microsoft Word, Brokers, Microsoft Office, Account Management, Leadership, Training, Microsoft Excel, Workers Compensation, Employee Relations, COBRA, Health Savings Accounts, Disability Insurance
Education
Salt Lake Community College 2014 — 2016
Abigail Rigby Interiors April 2015 - Present
Stanford and Associates Dba: Watchdogs Home inspectors March 2014 - Present
Stanford and Associates March 2013 - Present
Moreton & Company January 2013 - March 2014
Leavitt Group Insurance Advisors March 2012 - December 2012
Heiner's Insurance Center May 2006 - March 2012
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, General Liability, Umbrella, Liability, Customer Service, Professional Liability, Home, E, D, Employment Practices..., Surety Bonds, Licensed Property, Excess, Errors, Excess, Commercial Vehicle, Umbrella Insurance, Legal Liability, Risk Management, Claims Management
Education
Ashworth College
Interior Decorating
Ernest J King High School, Sasebo, Japan
Skagit Valley College
BS Psychology
University of Perpetual Help - Laguna
BS Psychology
Beyond The Box Telecom August 2011 - Present
ACN May 2008 - August 2011
Moreton & Company January 1997 - April 2009
Skills
Account Management, SIP Trunking, VoIP, Telecommunications, Direct Sales, Carriers, Leadership, Team Leadership, Sales, Managed Services, Product Management, SIP, Wireless, MPLS, Telephony, Solution Selling, Contract Negotiation, Customer Satisfaction, Unified Communications, Call Centers
Education
Boise State University 1995 — 1997
Finance
Ricks College 1993 — 1995
Associates Degree, Business
Paris-Kirwan Associates, Inc February 2015 - Present
Paris-Kirwan Associates, Inc. August 2012 - Present
Aspen Key Insurance Group June 2011 - August 2012
Paris-Kirwan Associates August 2008 - June 2011
Moreton & Company March 2006 - March 2008
Brown & Brown April 2001 - April 2006
Skills
Airports, Product Liability, Contractors, Commercial Insurance, Workers Compensation, Insurance, Liability, Property & Casualty..., Underwriting, Brokers, Employment Practices..., Umbrella Insurance, Legal Liability, Professional Liability, FBO, D&O, Claim, Employee Benefits, Strategic Planning, Risk Management, Reinsurance, Commercial Lines, Charter, Aviation
Education
Boise State University
Communications
University of Colorado Boulder
Moreton & Company August 2007 - Present
Moreton & Company 2002 - Present
Skills
Construction, Healthcare, Mergers, Food Service, Manufacturing, Insurance, Commercial Insurance
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Marketing & Finance
Northwestern University
MBA, Marketing
Moreton & Company November 2002 - Present
MetLife 1993 - 2002
Skills
Insurance, New Business Development, Account Management, Voluntary Employee..., Employee Benefits, Benefits Administration, Customer Service, Brokers, Property & Casualty..., Human Resources, Management, Sales
Education
Ithaca College 1989 — 1993
BA, Mathematics
North Andover High School
RISK MANAGERS INSURANCE, INC. February 1984 - Present
MORETON & COMPANY April 1978 - April 1983
ROLLINS BURDICK HUNTER GROUP January 1970 - April 1978
Skills
Casualty, Liability, Commercial Insurance, Insurance, Workers Compensation, Legal Liability, Professional Liability, Brokers, General Insurance, Commercial Lines, Claims Management, Underwriting, Reinsurance, Captives, Risk Management, Umbrella Insurance, Claim, Enterprise Risk..., Health Insurance, Financial Risk, Fixed Annuities, D&O, Homeowners, Retirement Planning, Inland Marine, Life Insurance, Insurance Brokerage, Accident, Term Life Insurance, Universal Life, Property & Casualty...
Education
California State University-Long Beach 1967 — 1970
Liberal Arts
Lynwood High School 1964 — 1967
High School Diploma, general
Hampton Soules Insurance Company January 2010 - Present
Moreton & Company December 2008 - Present
Utah Captive Insurance Association May 2005 - Present
Mormon Tabernacle Choir October 1995 - Present
Marsh USA August 1994 - October 2008
ENSERCH Corp. March 1985 - August 1994
American International Group January 1981 - March 1984
Skills
Brokers, Captives, Insurance, Risk Management, Risk Financing, Claim, Underwriting, Reinsurance, Financial Risk, Liability, Casualty, Property & Casualty..., General Insurance, Workers Compensation, Commercial Insurance, Legal Liability, Employment Practices..., Commercial Lines, Professional Liability, Insurance Brokerage, Casualty Insurance
Education
The University of Texas at Arlington 1975 — 1978
BA, Fine Arts
Employers Resource 2014 - 2014
Moreton & Company March 2005 - April 2013
Employers Resource February 2005 - March 2005
The Regence Group October 2004 - February 2005
Marsh April 2002 - October 2004
AmeriBen/IEC Group June 1997 - April 2002
First Health April 1993 - June 1997
AmeriBen/IEC Group 1997 - 1997
Education
Brigham Young University - Idaho 1987 — 1998
General Education
College of the Air Force 1991 — 1997
Medical
Nampa High School 1984 — 1987
Moreton & Company September 2014 - Present
Moreton & Company September 2013 - Present
Auto-Owners Insurance December 2011 - September 2013
Auto-Owners Insurance August 2007 - December 2011
Skills
Casualty, Customer Service, Commercial Insurance, Commercial Lines, Team Leadership, Microsoft Word, Microsoft Excel, Account Management, PowerPoint, Sales, Underwriting, General Insurance, Property & Casualty..., Budgets, Legal Liability, Claims Management, Employment Practices..., D&O, Professional Liability, Liability, Umbrella Insurance, Insurance, Reinsurance, Liability Analysis, Homeowners, Disability Insurance, Brokers, SAP, Subrogation, Inland Marine, Workers Compensation, Licensed Property &..., Casualty Insurance
Education
Brigham Young University - Idaho 1989 — 1990
Fruita Monument High School 1985 — 1989
Instructure, Inc. April 2012 - Present
Craig Swapp & Associates October 2009 - April 2012
Moreton & Company January 2009 - September 2009
Foundation Construction Lending May 2007 - December 2008
Construction Financial Group June 2006 - May 2007
Ready Made Builders 2002 - 2006
Skills
Microsoft Office, Customer Service, Sales, Microsoft Excel, Instructional Design, Event Planning, Social Networking, Windows, Sales Operations, Leadership, Training, Social Media, Research, New Business Development, Salesforce.com, Higher Education, Learning Management..., Strategic Planning, Management, Public Speaking, Business Development, Teaching, PowerPoint, Team Building, Nonprofits, Coaching, Fundraising, Account Management, Data Analysis, Leadership Development, Program Management, Marketing Communications, Public Relations, Marketing, Budgets, Social Media Marketing, Staff Development, Instructional Technology, Learning Management, Time Management, Distance Learning, Adult Education, E-Learning, Instructor-led Training, Educational Technology, Blended Learning, Captivate, Curriculum Development
Education
Salt Lake Community College 2007 — 2009
University of Utah
Business, Management, Marketing, and Related Support Services
Jordan Valley Dermatology September 2014 - Present
Moreton & Company May 2011 - September 2014
Youth Health Associates June 2009 - May 2011
Skills
Injections and..., CPR for the..., Specialty Practice..., Sterilization Procedures, Assisting in Minor..., Patient Preparation, Assisting with Patient..., Vital Signs, OSHA/Universal..., Specimens: Obtaining..., Urinalysis, Hematology, Microbiology, Venipuncture, Cultures and..., Patient Safety
Education
Eagle Gate College-Murray 2014 — 2014
Associates Degree, Medical Assisting
Salt Lake Community College 2009 — 2013
Generals, Registered Nursing/Registered Nurse
Moreton & Company April 2010 - Present
Arthur J. Gallagher & Co. March 2008 - December 2009
Blue Cross of Idaho July 2001 - December 2008
Insurance Benefits 1998 - 1999
Skills
Healthcare, Underwriting, Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, COBRA, Brokers, Workers Compensation, Medicare, Benefits Administration, Life Insurance, Property & Casualty..., Account Management, Term Life Insurance, Commercial Insurance, Long-term Care, Self-funded, Cafeteria Plans, Flexible Spending..., General Insurance
Education
Southern New Hampshire University 2012 — 2017
Bachelor of Business Administration (BBA), Human Resources Management and Finance, 3.5
University of California, Irvine
Human Resources Management, Human Resources Management
The Buckner Company June 2014 - Present
Moreton & Company October 2012 - June 2014
Skills
Property, Casualty, Umbrella Insurance, Workers Compensation, Management, Property & Casualty..., Commercial Insurance, Insurance, Liability, Casualty Insurance, Property, Legal Liability, Sales, Customer Service, Employee Benefits
Education
Hartford School of Insurance 2013 — 2013
CLCS- Commercial Lines Coverage Specialist
Kaplan University- online 2012 — 2012
Utah Producers License
University of Massachusetts at Lowell 2009 — 2012
Bachelor of Science (BS), Exercise Physiology (Pre-Physical Therapy)
Nashua Community College 2008 — 2009
Moreton & Company April 2015 - Present
Veracity Insurance Solutions, LLC March 2014 - April 2015
Veracity Insurance Solutions, LLC July 2012 - March 2014
The Data Center July 2011 - July 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Accounting, PowerPoint, Outlook, Insurance, Credit Card Transaction..., Microsoft Office, Electronic Payment..., Strategic Planning, Surplus Lines, General Insurance
Education
University of Utah 2014 — 2016
Bachelor's Degree, Business Administration and Management, General
Salt Lake Community College 2011 — 2013
Associate of Science (AS), Business Administration and Management, General, 3.7
Berkley North Pacific Group (a W. R. Berkley Company) April 2015 - Present
Hub International May 2013 - April 2015
Moreton & Company February 2007 - May 2013
Richardson Insurance Agency April 2004 - February 2007
Wells Fargo Insurance Services January 2000 - April 2004
Skills
Umbrella Insurance, Property & Casualty..., Insurance, Commercial Insurance, Underwriting, Brokers, Account Management, Liability, Workers Compensation, Casualty, Professional Liability, Legal Liability, Sales, Employment Practices..., Risk Management, Marketing, Customer Service, New Business Development, Sales Operations, Team Building, Strategic Planning, Negotiation, Microsoft Office
Education
Boise State University 2003 — 2004
Moorpark College 1993 — 1995
Santa Ynez High School
Santa Ynez High School
Moreton & Company August 2012 - Present
CBIZ January 2004 - May 2012
Ultradent Products, Inc January 1995 - January 2004
Ultradent Products Inc January 1994 - January 1995
EFI Electronics January 1986 - January 1990
Skills
Employee Benefits, COBRA, HRIS, Benefits Administration, Open Enrollment, Defined Benefit, Deferred Compensation, FMLA, ERISA, Employee Relations, Benefits Design, Onboarding, Performance Management, Executive Pay, Payroll, Human Resources, Health Insurance, Recruiting, Disability Insurance, Insurance, Account Management, Management, Customer Service
Education
Salt Lake Community College 1992 — 1994
Business Management
Robert W. Baird & Co. 2011 - Present
Moreton & Company April 2004 - July 2011
Wells Fargo Bank October 2000 - April 2003
First Security Corporation September 1984 - October 2000
Skills
Wealth Management, Investments, Financial Planning, Credit Analysis, Credit, Strategic Financial..., Investment Advisory, Retirement Planning, Series 7, Finance, Financial Services, Portfolio Management, Mutual Funds, Financial Markets, Series 63, Treasury Management, Insurance, Banking, Financial Advisory, Strategic Planning, Financial Analysis, Management
Education
Colorado State University 1976 — 1978
M.S., Finance
Utah State University 1972 — 1976
B.S., Finance
Moreton & Company April 2014 - Present
PRIMA January 2015 - Present
Management & Training Corporation September 2005 - April 2014
Utah Local Governments Trust November 1999 - October 2005
Education
Brigham Young University
Associate of Science (A.S.), Chemical Engineering
Brigham Young University
Bachelor of Arts (B.A.), Economics
Westminster College
Master of Business Administration (M.B.A.)
Moreton & Company September 2014 - Present
Moreton & Company October 2013 - September 2014
Madison Insurance Group April 2007 - October 2013
Compass Insurance Group September 2004 - January 2007
Jackson National Life December 2001 - September 2004
Skills
Legal Liability, Insurance, Workers Compensation, Customer Service, Professional Liability, Underwriting, Health Insurance, Property & Casualty..., Commercial Insurance, Commercial Lines, Brokers, Risk Management, Umbrella Insurance, Long-term Care, Casualty, General Insurance
Education
Red Rocks Community College 2007 — 2009
Psychology
Arapahoe Community College 2004 — 2008
Biology/Pre-Nursing
Moreton & Company May 2014 - Present
Associated Food Stores February 2008 - May 2014
American Family Insurance May 2004 - February 2008
Skills
Pricing, Income Statement, Retail, Budgets, Microsoft Excel, Sales Management, Profit, Customer Service, Long Range Planning, Customer Satisfaction, Team Building, Sales Operations, Account Management, Sales
Education
Salt Lake Community College 1998 — 2001
General Studies
Kearns High School 1995 — 1998
Equity Real Estate Consultants, Inc. April 2010 - Present
KELLER WILLIAMS October 2009 - April 2011
Rio Tinto January 2010 - April 2010
HEARINGLife January 2009 - August 2009
Moreton & Company November 2008 - December 2008
Moreton & Company November 2008 - December 2008
American Express October 1983 - October 2008
American Express 1983 - 2008
American Express International Inc 1983 - 2008
Skills
Real Estate Transactions, Real Estate, Investment Properties, Selling, Employee Benefits, Leadership, Investments, Financial Analysis, Negotiation, Event Planning, Relocation, Investors, Due Diligence, First Time Home Buyers, Marketing, Foreclosures, Contract Negotiation
Education
Real Estate 2009 — 2009
Licensed, Real Estate
Univ. Of Phoenix 1999 — 2002
Bachelor of Science (BS), International Business
Tom Nicholson Memorial Foundation, Inc. April 2014 - Present
Moreton & Company 2007 - 2012
Laura Filipski Insurance November 2002 - December 2009
R & L Wholesale May 1999 - March 2005
Lots 4 Rent July 2001 - September 2003
UB's Restaurant and Bar June 1994 - March 1999
Skills
Employee Benefits, Management, Training, Event Planning, Team Building, Customer Retention, Time Management, Leadership, Sales, Conflict Resolution, Small Business, Account Management, Newsletters, Insurance, Health Insurance, Coaching, Marketing Strategy, Customer Service, Strategic Planning, Public Speaking, Microsoft Word, Microsoft Office, Budgets, Marketing, Healthcare, Entrepreneurship, New Business Development, Strategy, Business Development, Process Improvement, Microsoft Excel, Brokers, Outlook, Customer Satisfaction, Communication, Research, PowerPoint, Business Strategy, Cross-functional Team..., Human Resources, Recruiting, Event Management, Marketing Communications, Customer Relations, Public Relations, Team Leadership, Leadership Development, Nonprofits, Administration, Social Networking
Education
Colorado State University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Arizona State University 1992 — 1995
Bachelor of Science (B.S.), Communication and Business
Insurance Office of America February 2015 - Present
Moreton & Company November 2006 - January 2015
Skills
Commercial Insurance, Insurance, Employee Benefits, Underwriting, Health Insurance, Property & Casualty..., Professional Liability, Workers Compensation
Education
Arrhythmia Technologies Institute 2005 — 2005
Certificate of Completion, Cardiac pacing, defibrillation, resynchronization therapy, electrophysiology, device technology
Brigham Young University 2000 — 2000
Jerusalem Center for Middle Eastern Studies
Westminster College 1995 — 2000
B.A., Communications
Moreton & Company 2002 - Present
Aflac 1998 - 2002
Olive Garden 1995 - 1998
Assistant to President(Canada Toronto Mission) President Potter 1992 - 1994
Education
Boise State University 1996 — 1998
Bachelor’s degrees, Business Management, HR, Sales
Brigham Young University - Idaho 1995 — 1996
Associates, Business
Borah High School 1989 — 1992
High School
Moreton & Company September 2013 - Present
American Contractors Insurance Group April 2007 - July 2013
American Contractors Insurance Group September 2006 - March 2007
Skills
Claim, Administrative..., Data Analysis, Business Intelligence, Insurance, Microsoft Excel, Microsoft Word, Administrative Work, Data Entry, Business Objects, Workers Compensation, Crystal Reports, Customer Service, General Insurance, 10 Key, Training, End User Training, File Management, Adobe Acrobat, Sagitta
Education
The University of Texas at Dallas 2003 — 2006
BA, Economics
Aspen Healthcare Metrics, a MedAssets Company March 2011 - July 2012
Moreton & Company April 2007 - February 2011
Aon September 2004 - April 2007
The Segal Company November 2000 - September 2004
Watson Wyatt March 1997 - October 2000
Skills
Healthcare, Health Insurance, Financial Modeling, Underwriting, Management Consulting, M&A due diligence, New Business Development, Team Leadership, Benchmarking, Analysis, Strategy, Financial Analysis, Personnel Management, Budgets, Business Development, Due Diligence, Leadership, Change Management, Training, Insurance, Employee Benefits, Managed Care, Benefits Administration
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MBA
Regence BlueCross BlueShield February 2013 - Present
Regence BlueCross BlueShield September 2011 - Present
Regence BlueCross BlueShield November 2005 - September 2011
Moreton & Company 2000 - 2005
Skills
Insurance, Analytics, Business Intelligence, Data Analysis, Analysis, Business Analysis, Strategic Planning, Competitive Intelligence, Competitive Analysis, Access, Process Improvement, Project Management, Account Management, Health Insurance, Microsoft Excel, Forecasting, Team Leadership, Market Research, Team Building, Market Analysis, Marketing Strategy, Business Strategy, Microsoft Office, Data Modeling, Microsoft Word, Employee Benefits
Education
University of Utah - David Eccles School of Business 1998 — 2000
Bachelor of Business Management, Business Administration and Management, General
Salt Lake Community College 1996 — 1998
Associate of Science (A.S.), Business Administration and Management, General
Alsco January 2015 - Present
Moreton & Company July 2011 - June 2014
Basic Research 2007 - 2008
FranklinCovey 1999 - 2004
Skills
Marketing Strategy, Insurance, Email Marketing, New Business Development, Strategic Planning, Sales, Marketing Communications, Marketing, Public Relations, Social Media, Direct to Consumer, Negotiation, ExactTarget, Direct Marketing, Account Management, Cross-functional..., Lead Management, Competitive Analysis, Underwriting, Leadership, Health Insurance, Brokers, Property & Casualty..., Commercial Insurance
Education
Brigham Young University 1987 — 1993
Bachelor's, Communications--PR/Marketing
Brigham Young University
Bachelor of Arts, Communications, Public Relations/Marketing, Communications, PR/Marketing
Moreton & Company May 1993 - Present
Stein-McMurray Insurance January 1981 - May 1993
Skills
Insurance, Legal Liability, Risk Management, Employment Practices..., Public Sector Risk..., Self-Funded Workers..., Claims Advocacy, Workers Compensation, Leadership, Liability, Budgets
Education
Idaho State University
University of Idaho
USI Insurance Services December 2014 - Present
Hub International June 2011 - Present
ABiS- Affinity Benefit Insurance Services 2010 - June 2011
Wells Fargo Insurance Services November 2008 - August 2009
Moreton & Company July 2006 - November 2008
Mercer Health & Benefits October 1997 - July 2006
Skills
Brokers, Underwriting, Workers Compensation, Sales, Strategic Planning, Sales Management, Claim, New Business Development, Medicare, Management, Leadership, Team Building, Salesforce.com, Managed Care, Term Life Insurance, COBRA, Sales Operations, Account Management, Employee Benefits, Open Enrollment, Insurance, Life Insurance, Health Insurance, Financial Services
Education
Arapahoe Community College 1974 — 1975
Business Administration
Moreton & Company January 2007 - Present
Security National Life August 2005 - December 2006
The Regence Group August 2000 - May 2005
Skills
Fluent in Spanish, Health Insurance, Employee Benefits, Claims, Customer Service, Claim, Insurance, Microsoft Word, Health Savings Accounts, Individual Health..., Workers Compensation, Disability Insurance, Brokers, Umbrella Insurance, Life Insurance, Term Life Insurance, Sales, Account Management, Benefits Administration, Underwriting
Education
Salt Lake Community College 2012 — 2017
Communication and Media Studies
GBS Benefits, Inc. April 2014 - Present
Gruppo Marcucci April 2013 - April 2014
Moreton & Company June 2011 - April 2013
Skills
HRIS, Employee Benefits, Benefits Administration, HR Consulting, Strategy
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Moreton & Company April 2007 - Present
Discover Card Financial Services September 2006 - April 2007
Alpine Internal Medicine July 2003 - August 2006
The Orthopedic Specialty Hospital November 2000 - July 2003
Education
Westminster College 2009 — 2010
Masters of Accountancy, MACC
Westminster College 2007 — 2009
Accounting (BS), BS Accounting
Weber State University 2006 — 2007
BS Accounting, Business / Accounting
Salt Lake Community College 2001 — 2006
AS Business, Business / Accounting (AS)
GarWing Enterprises January 2010 - Present
Moreton & Company July 1993 - January 2010
Stein-McMurray Insurance February 1979 - July 1993
Skills
Negotiation, Marketing, Project Management, Small Business, Microsoft Excel, Team Building, Management, Microsoft Office, Budgets, Risk Management, Account Management, New Business Development, Business Planning, Sales Management, Team Leadership, Business Strategy, Coaching, Business Development, Leadership Development, Accounting, Leadership, Financial Analysis, Public Speaking, Marketing Strategy, Mergers & Acquisitions
Education
Boise State University
Master of Business Administration (MBA)
College of Idaho
Bachelor's degree, English, American Studies
Moreton & Company May 2005 - Present
Evolution Insurance Brokers August 2001 - May 2005
Jordan Meat Company May 1985 - February 2001
Skills
Insurance, Brokers, Commercial Insurance, Property & Casualty..., Liability, Account Management, Workers Compensation, Professional Liability, Umbrella Insurance, General Insurance, Casualty Insurance, Inland Marine, Commercial Lines
Education
Arizona State University 1981 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Alaska National Insurance Company February 2012 - Present
Moreton & Company May 2005 - August 2010
Idaho State Insurance Fund October 2002 - May 2005
Skills
Customer Satisfaction, Account Management, Leadership, Customer Service, Team Building, Insurance
Education
Michigan State University College of Human Medicine
Bachelor of Science (B.S.), Medical Technology