Albers & Company
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Albers & Company Employees
Employee
Years
Job
Industry
Joey Mertlich Joey Mertlich's Albers & Company Experience April 2014 - Present
Job Employee Benefits Advisor
Industry Insurance
Experience
Albers & Company April 2014 - Present
Pathfinder Financial May 2013 - February 2014
Thrivent Financial October 2011 - May 2013
Takeda Pharmaceuticals July 2006 - October 2011
United States Air Force February 2001 - February 2007
United States Air Force March 2004 - July 2006
Skills
Financial Services, Financial Analysis, Investments, Insurance, Security, Cold Calling, Finance, Sales, Customer Service, Tax, Sales Management, Securities, Account Management, Strategic Planning, Pharmaceutical Sales, Policy, Leadership, Employee Benefits, Management
Education
Pacific Lutheran University 1999 — 2003
Bachelor of Science (B.S.)
Community College of the Air Force 2004 — 2006
AA, Mechanical and Electrical Technology
Rogers High School 1995 — 1998
Albers & Company April 2014 - Present
Pathfinder Financial May 2013 - February 2014
Thrivent Financial October 2011 - May 2013
Takeda Pharmaceuticals July 2006 - October 2011
United States Air Force February 2001 - February 2007
United States Air Force March 2004 - July 2006
Skills
Financial Services, Financial Analysis, Investments, Insurance, Security, Cold Calling, Finance, Sales, Customer Service, Tax, Sales Management, Securities, Account Management, Strategic Planning, Pharmaceutical Sales, Policy, Leadership, Employee Benefits, Management
Education
Pacific Lutheran University 1999 — 2003
Bachelor of Science (B.S.)
Community College of the Air Force 2004 — 2006
AA, Mechanical and Electrical Technology
Rogers High School 1995 — 1998
Heidi Robertson Heidi Robertson's Albers & Company Experience
Job Financial Services Strategist at Albers & Company
Industry Insurance
Experience
Albers & Company
Skills
Financial Services, 401k, Health Insurance, Insurance, Employee Benefits, Securities, Brokers, Retirement, Benefits Administration
Education
Central Washington University
Pierce College, Washington
AAS, Accounting
Spanaway Lake
Albers & Company
Skills
Financial Services, 401k, Health Insurance, Insurance, Employee Benefits, Securities, Brokers, Retirement, Benefits Administration
Education
Central Washington University
Pierce College, Washington
AAS, Accounting
Spanaway Lake
Brent Price ChFC, CASL, RICP, CLTC Brent Price ChFC, CASL, RICP, CLTC's Albers & Company Experience December 2002 - Present
Job Financial Advisor at Albers & Company
Industry Financial Services
Experience
Albers & Company December 2002 - Present
Skills
Executive Benefit..., Portfolio Management, Retirement Transition..., Health Insurance, Series 7
Education
Southern Oregon University 1975 — 1979
Business Administration and Management
Medford Senior High School 1973 — 1975
Albers & Company December 2002 - Present
Skills
Executive Benefit..., Portfolio Management, Retirement Transition..., Health Insurance, Series 7
Education
Southern Oregon University 1975 — 1979
Business Administration and Management
Medford Senior High School 1973 — 1975
Craig Watkins C(k)P®'s Albers & Company Experience May 2012 - March 2013
Job Registered Rep Retirement Plan Administrator at Conover Capital Management
Industry Financial Services
Experience
Conover Capital Management March 2013 - Present
Albers & Company May 2012 - March 2013
Morgan Stanley Smith Barney April 2011 - May 2012
e-Moto Electric Vehicles March 2010 - April 2011
RepairPal June 2008 - August 2008
Classic Toyota/Honda June 2006 - September 2006
Ron Tonkin Gresham Honda June 2005 - September 2005
Skills
401k, Defined Contribution, Defined Benefit, 401k Rollovers, IRAs, 401k Plan Design, Investment Policy..., FINRA Series 7, FINRA Series 66, Mutual Fund Analysis, Model Portfolios, Zephyr, Zephyr Style Advisor, Morningstar workstation, RPAG, Non-Qualified Deferred...
Education
UCLA Anderson School of Management 2014 — 2014
Executive Education, C(k)P®
Rutgers University – Camden 2010 — 2010
CE, Finance
Wirtschaftsuniversität Wien 2008 — 2009
Bachelors, International Business
Oregon State University 2004 — 2009
Business Administration, Finance and International Business
Conover Capital Management March 2013 - Present
Albers & Company May 2012 - March 2013
Morgan Stanley Smith Barney April 2011 - May 2012
e-Moto Electric Vehicles March 2010 - April 2011
RepairPal June 2008 - August 2008
Classic Toyota/Honda June 2006 - September 2006
Ron Tonkin Gresham Honda June 2005 - September 2005
Skills
401k, Defined Contribution, Defined Benefit, 401k Rollovers, IRAs, 401k Plan Design, Investment Policy..., FINRA Series 7, FINRA Series 66, Mutual Fund Analysis, Model Portfolios, Zephyr, Zephyr Style Advisor, Morningstar workstation, RPAG, Non-Qualified Deferred...
Education
UCLA Anderson School of Management 2014 — 2014
Executive Education, C(k)P®
Rutgers University – Camden 2010 — 2010
CE, Finance
Wirtschaftsuniversität Wien 2008 — 2009
Bachelors, International Business
Oregon State University 2004 — 2009
Business Administration, Finance and International Business
Matt Reiss Matt Reiss's Albers & Company Experience April 2012 - March 2014
Job I Help Bring Incredible Effeciency and Visibility to AP Departments Market Development at Concur Technologies
Industry Computer Software
Experience
Concur March 2014 - Present
Albers & Company April 2012 - March 2014
Fastenal August 2007 - April 2012
Clearwire June 2005 - July 2007
Skills
Direct Sales, Customer Service, Health Insurance, Leadership, Lead Generation, Process Management, Health Savings Accounts, Cold Calling, Long-term Customer..., Strategic Planning
Education
Bellevue College 2001 — 2003
Associate of Arts (A.A.)
Concur March 2014 - Present
Albers & Company April 2012 - March 2014
Fastenal August 2007 - April 2012
Clearwire June 2005 - July 2007
Skills
Direct Sales, Customer Service, Health Insurance, Leadership, Lead Generation, Process Management, Health Savings Accounts, Cold Calling, Long-term Customer..., Strategic Planning
Education
Bellevue College 2001 — 2003
Associate of Arts (A.A.)
Susan Shallcross Susan Shallcross's Albers & Company Experience April 1988 - February 1995
Job
Industry Marketing and Advertising
Experience
Counsel On Call 2014 - Present
The Shallcross Group 2012 - Present
Literary Marketing Group, LLC March 2011 - Present
Susan L. Shallcross Author 2005 - Present
Duane Morris LLP 2008 - 2011
Arnold & Porter LLP January 2000 - August 2008
Arnold & Porter June 1998 - January 2000
Arnold & Porter March 1997 - June 1998
Cunningham Harris & Associates February 1995 - February 1997
Albers & Company April 1988 - February 1995
Skills
Marketing Communications, Marketing Strategy, Market Research, Social Media Marketing, Marketing, Strategic Planning, Business Development, Management, Copy Editing, Public Speaking, Editorial, Publishing, Consulting, Business Strategy, Copywriting, Marketing Copy, Voiceovers, Accomplished Writer, Developmental Editor, Moderator, Narrator, Book Editor, Book Design, Editing, Marketing Coordination, Book Cover Design, Book Layout Design, Development Of..., Website Development, Promo Videos, Literary Editing, Fact Checking, Fiction, Non-fiction, Microsoft Office, Interaction CRM, Adobe Audition, Adobe Creative Suite, Westlaw, Lexis, Nexis, Lean Six Sigma
Education
University of Florida
BA, English/History/Political Science
University of Maryland - Robert H. Smith School of Business 2005 — 2006
MBA, Marketing/Management
Counsel On Call 2014 - Present
The Shallcross Group 2012 - Present
Literary Marketing Group, LLC March 2011 - Present
Susan L. Shallcross Author 2005 - Present
Duane Morris LLP 2008 - 2011
Arnold & Porter LLP January 2000 - August 2008
Arnold & Porter June 1998 - January 2000
Arnold & Porter March 1997 - June 1998
Cunningham Harris & Associates February 1995 - February 1997
Albers & Company April 1988 - February 1995
Skills
Marketing Communications, Marketing Strategy, Market Research, Social Media Marketing, Marketing, Strategic Planning, Business Development, Management, Copy Editing, Public Speaking, Editorial, Publishing, Consulting, Business Strategy, Copywriting, Marketing Copy, Voiceovers, Accomplished Writer, Developmental Editor, Moderator, Narrator, Book Editor, Book Design, Editing, Marketing Coordination, Book Cover Design, Book Layout Design, Development Of..., Website Development, Promo Videos, Literary Editing, Fact Checking, Fiction, Non-fiction, Microsoft Office, Interaction CRM, Adobe Audition, Adobe Creative Suite, Westlaw, Lexis, Nexis, Lean Six Sigma
Education
University of Florida
BA, English/History/Political Science
University of Maryland - Robert H. Smith School of Business 2005 — 2006
MBA, Marketing/Management
Kristen (Heinemeyer) Billetdeaux Kristen (Heinemeyer) Billetdeaux's Albers & Company Experience August 2007 - December 2007
Job Assistant to the Vice President for Instruction at Columbia Basin College
Industry Higher Education
Experience
Columbia Basin College November 2012 - Present
Columbia Basin College August 2013 - August 2014
Seattle University January 2011 - September 2012
Seattle University October 2008 - January 2011
Seattle University June 2008 - October 2008
Pacific Lutheran University June 2007 - May 2008
Albers & Company August 2007 - December 2007
Skills
Microsoft Office, Budgeting, Invoicing, Event Planning, Scheduling, Administrative Support, PowerPoint, Word, Excel, Outlook, Interviewing, Photoshop, Dreamweaver, Higher Education, Microsoft Word, Budgets, Administrative..., Research, Human Resources, Training, Process Scheduler, Microsoft Excel, Community Outreach, Strategic Planning
Education
Pacific Lutheran University 2004 — 2008
B.A., Sociology, Psychology
Hanford High School 2000 — 2004
Columbia Basin College November 2012 - Present
Columbia Basin College August 2013 - August 2014
Seattle University January 2011 - September 2012
Seattle University October 2008 - January 2011
Seattle University June 2008 - October 2008
Pacific Lutheran University June 2007 - May 2008
Albers & Company August 2007 - December 2007
Skills
Microsoft Office, Budgeting, Invoicing, Event Planning, Scheduling, Administrative Support, PowerPoint, Word, Excel, Outlook, Interviewing, Photoshop, Dreamweaver, Higher Education, Microsoft Word, Budgets, Administrative..., Research, Human Resources, Training, Process Scheduler, Microsoft Excel, Community Outreach, Strategic Planning
Education
Pacific Lutheran University 2004 — 2008
B.A., Sociology, Psychology
Hanford High School 2000 — 2004
Todd Lacksonen Todd Lacksonen's Albers & Company Experience August 2011 - July 2012
Job Director, Corporate State Government Affairs
Industry Government Relations
Experience
Otsuka July 2012 - Present
Albers & Company August 2011 - July 2012
Eisai February 2007 - April 2011
TAP Pharmaceuticals April 1998 - February 2007
Todd Lacksonen, Attorney November 1992 - April 1998
Bristol-Myers Squibb, Princeton, New Jersey January 1988 - January 1991
Skills
lobbyist, Medicaid, Medicare Part B, Government Affairs, Legislative, Oncology, Biotechnology, Healthcare IT, Medicare, State Government, Policy, Regulatory Affairs, Healthcare Information..., IT Operations, Healthcare, Public Policy, Pharmaceuticals, Legal Writing, Pharmaceutical Industry, Legislative Relations, Pharmacy, Strategic Communications, Legislation, Endocrinology, Hospitals, Government, Recruiting, Cross-functional Team..., Pharmaceutical Sales, Market Access, Insurance, Managed Care, Rheumatology, Cardiology, Diabetes, Urology, Sales Effectiveness, Strategy, Neurology, Governmental Affairs
Education
University of Toledo College of Law 1989 — 1992
JD, law
University of Toledo
Juris Doctor
Bowling Green State University 1986 — 1988
MBA, marketing
Bowling Green State University
MBA, Marketing
University of Toledo 1982 — 1986
BA, economics
University of Toledo
BA, Economics
Northern District of OhioSouthern District of OhioEastern District of Michigan
State of Ohio
Otsuka July 2012 - Present
Albers & Company August 2011 - July 2012
Eisai February 2007 - April 2011
TAP Pharmaceuticals April 1998 - February 2007
Todd Lacksonen, Attorney November 1992 - April 1998
Bristol-Myers Squibb, Princeton, New Jersey January 1988 - January 1991
Skills
lobbyist, Medicaid, Medicare Part B, Government Affairs, Legislative, Oncology, Biotechnology, Healthcare IT, Medicare, State Government, Policy, Regulatory Affairs, Healthcare Information..., IT Operations, Healthcare, Public Policy, Pharmaceuticals, Legal Writing, Pharmaceutical Industry, Legislative Relations, Pharmacy, Strategic Communications, Legislation, Endocrinology, Hospitals, Government, Recruiting, Cross-functional Team..., Pharmaceutical Sales, Market Access, Insurance, Managed Care, Rheumatology, Cardiology, Diabetes, Urology, Sales Effectiveness, Strategy, Neurology, Governmental Affairs
Education
University of Toledo College of Law 1989 — 1992
JD, law
University of Toledo
Juris Doctor
Bowling Green State University 1986 — 1988
MBA, marketing
Bowling Green State University
MBA, Marketing
University of Toledo 1982 — 1986
BA, economics
University of Toledo
BA, Economics
Northern District of OhioSouthern District of OhioEastern District of Michigan
State of Ohio
Guy Rohling Guy Rohling's Albers & Company Experience 1994 - Present
Job Albers & Co. Director South
Industry Government Relations
Experience
Albers & Company 1994 - Present
Education
University of South Carolina-Columbia
History
Albers & Company 1994 - Present
Education
University of South Carolina-Columbia
History
Brett Meade, MBA Brett Meade, MBA's Albers & Company Experience May 2011 - March 2014
Job Client Executive at Propel Insurance
Industry Insurance
Experience
Propel Insurance March 2014 - Present
Albers & Company May 2011 - March 2014
CIGNA Group Insurance August 2004 - January 2011
Hartford Life August 2000 - August 2004
The Boeing Company October 1984 - August 2000
Skills
Strategic Consulting, Contract Negotiation, Business Planning
Education
Pacific Lutheran University 1993 — 1998
Masters Degree, Business Administration
University of Washington 1981 — 1984
BA, Business Administration; Finance and Marketing
Western Washington University 1979 — 1981
Bachelor of Arts, Business Administration
Curtis High School
Propel Insurance March 2014 - Present
Albers & Company May 2011 - March 2014
CIGNA Group Insurance August 2004 - January 2011
Hartford Life August 2000 - August 2004
The Boeing Company October 1984 - August 2000
Skills
Strategic Consulting, Contract Negotiation, Business Planning
Education
Pacific Lutheran University 1993 — 1998
Masters Degree, Business Administration
University of Washington 1981 — 1984
BA, Business Administration; Finance and Marketing
Western Washington University 1979 — 1981
Bachelor of Arts, Business Administration
Curtis High School
Bonnie Gentry, REBC, RHU's Albers & Company Experience August 2013 - Present
Job Strategist at Albers & Company
Industry Management Consulting
Experience
Albers & Company August 2013 - Present
Gallagher Benefit Services September 2000 - August 2013
Great West Life January 1997 - September 2000
Great West Life December 1993 - January 1997
Skills
Strategic Planning, Account Management, Project Management, Negotiation, Sales, Coaching, Team Leadership, Customer Satisfaction, Health Savings Accounts, Insurance, Customer Service, Employee Benefits, Management, Benefits Administration, Leadership, Customer Retention
Education
University of Puget Sound
The American College 2009 — 2010
REBC, RHU, Benefit Consultant
Highline Community College
Albers & Company August 2013 - Present
Gallagher Benefit Services September 2000 - August 2013
Great West Life January 1997 - September 2000
Great West Life December 1993 - January 1997
Skills
Strategic Planning, Account Management, Project Management, Negotiation, Sales, Coaching, Team Leadership, Customer Satisfaction, Health Savings Accounts, Insurance, Customer Service, Employee Benefits, Management, Benefits Administration, Leadership, Customer Retention
Education
University of Puget Sound
The American College 2009 — 2010
REBC, RHU, Benefit Consultant
Highline Community College
Kristin Verone's Albers & Company Experience December 1997 - Present
Job Strategist/Analyst at Albers & Company
Industry Insurance
Experience
Albers & Company December 1997 - Present
Expeditors International 1995 - 1997
Skills
Computer Maintenance, Database Administration, Client Communications, Employee Benefits, Team Leadership, Health Insurance, Medicare, Microsoft Office, Adobe Acrobat, COBRA, Benefits Administration, Social Networking, Marketing, Disability Insurance, Health Savings Accounts, Life Insurance, Insurance, Underwriting, Account Management, Brokers, Customer Service
Education
Central Washington University 1991 — 1995
Bachelor of Arts, Business
Lake Washington High School 1988 — 1991
Albers & Company December 1997 - Present
Expeditors International 1995 - 1997
Skills
Computer Maintenance, Database Administration, Client Communications, Employee Benefits, Team Leadership, Health Insurance, Medicare, Microsoft Office, Adobe Acrobat, COBRA, Benefits Administration, Social Networking, Marketing, Disability Insurance, Health Savings Accounts, Life Insurance, Insurance, Underwriting, Account Management, Brokers, Customer Service
Education
Central Washington University 1991 — 1995
Bachelor of Arts, Business
Lake Washington High School 1988 — 1991