Capital Benefits Group
Industry: Company
DescriptionFounded: 1998 Parent organization: OneDigital Health and Benefits, Inc.
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Capital Benefits Group Employees
Employee
Years
Job
Industry
Eric Bero 615-934-0700 Eric Bero 615-934-0700's Capital Benefits Group Experience January 2010 - August 2011
Job Enterprise BDE at Peak 10, Cloud Evangelist, Intrapreneur
Industry Information Technology and Services
Experience
Peak 10 - Cloud Solutions, IT Infrastructure and Managed Services August 2011 - Present
Capital Benefits Group January 2010 - August 2011
Zywave - Software-Enabled Solutions July 2005 - January 2010
GMR - Experiential Marketing May 2002 - July 2005
Skills
Lead Generation, New Business Development, SaaS, Leadership, CRM, Account Management, Networking, Management, Cloud Computing, Solution Selling, Negotiation, Business Development, People Skills, Sales Operations, Managed Services, Contract Negotiation, Salesforce.com, Marketing, Security, Sales Process, Program Management, Data Center, Vendor Management, Sales Management, Virtualization, Forecasting, Product Marketing, Customer Service, Team Leadership, Enterprise Software, Strategic Partnerships, Entrepreneurship, Consulting, Strategy, Sales Presentations, Start-ups, Unified Communications, Channel Partners, Sales, Key Account Mangement, Healthcare Information..., Strategic Planning, Direct Sales, Team Building, Social Selling
Education
Loras College 1998 — 2002
B.A., Business Management and Business Marketing
Peak 10 - Cloud Solutions, IT Infrastructure and Managed Services August 2011 - Present
Capital Benefits Group January 2010 - August 2011
Zywave - Software-Enabled Solutions July 2005 - January 2010
GMR - Experiential Marketing May 2002 - July 2005
Skills
Lead Generation, New Business Development, SaaS, Leadership, CRM, Account Management, Networking, Management, Cloud Computing, Solution Selling, Negotiation, Business Development, People Skills, Sales Operations, Managed Services, Contract Negotiation, Salesforce.com, Marketing, Security, Sales Process, Program Management, Data Center, Vendor Management, Sales Management, Virtualization, Forecasting, Product Marketing, Customer Service, Team Leadership, Enterprise Software, Strategic Partnerships, Entrepreneurship, Consulting, Strategy, Sales Presentations, Start-ups, Unified Communications, Channel Partners, Sales, Key Account Mangement, Healthcare Information..., Strategic Planning, Direct Sales, Team Building, Social Selling
Education
Loras College 1998 — 2002
B.A., Business Management and Business Marketing
Else Obermeier-Smith Else Obermeier-Smith's Capital Benefits Group Experience March 2008 - May 2010
Job Banking Professional
Industry Banking
Experience
Wells Fargo Home Mortgage 2012 - Present
Financial Recovery Services June 2010 - September 2012
Capital Benefits Group March 2008 - May 2010
Skills
Social Media Marketing, Writing, Coaching Staff, Procedure Development, Managing Processes, Managing Accounts, Relating to Clients, Strategic Planning, Team Leadership, Digital Marketing, Online Marketing, Email Marketing, Project Management, Brand Awareness
Education
Minneapolis Community and Technical College 2008 — 2010
Associate of Arts (AA)
Wells Fargo Home Mortgage 2012 - Present
Financial Recovery Services June 2010 - September 2012
Capital Benefits Group March 2008 - May 2010
Skills
Social Media Marketing, Writing, Coaching Staff, Procedure Development, Managing Processes, Managing Accounts, Relating to Clients, Strategic Planning, Team Leadership, Digital Marketing, Online Marketing, Email Marketing, Project Management, Brand Awareness
Education
Minneapolis Community and Technical College 2008 — 2010
Associate of Arts (AA)
Ryan Svobodny Ryan Svobodny's Capital Benefits Group Experience February 2012 - October 2012
Job Regulatory Compliance Analyst at LTCG
Industry Hospital & Health Care
Experience
LTCG May 2013 - Present
UCare November 2012 - May 2013
Capital Benefits Group February 2012 - October 2012
Robert Half Legal May 2011 - December 2011
OptumHealth November 2009 - May 2011
OptumInsight November 2004 - November 2009
Skills
Negotiation, Subrogation, Legal Research, Legal Services, Insurance, Research, Customer Service, Compliance, Analysis, Hiring, Claims, Customer Relations, Excel, Legal Assistance, Health Insurance, Recruiting, Management, Employee Benefits, Claim, Outlook, HIPAA, Human Resources, Workers Compensation, Medicaid
Education
Metropolitan State University 2009 — 2012
Bachelor of Arts, Business Law
Inver Hills Community College 2006 — 2008
Associate in Science, Paralegal
LTCG May 2013 - Present
UCare November 2012 - May 2013
Capital Benefits Group February 2012 - October 2012
Robert Half Legal May 2011 - December 2011
OptumHealth November 2009 - May 2011
OptumInsight November 2004 - November 2009
Skills
Negotiation, Subrogation, Legal Research, Legal Services, Insurance, Research, Customer Service, Compliance, Analysis, Hiring, Claims, Customer Relations, Excel, Legal Assistance, Health Insurance, Recruiting, Management, Employee Benefits, Claim, Outlook, HIPAA, Human Resources, Workers Compensation, Medicaid
Education
Metropolitan State University 2009 — 2012
Bachelor of Arts, Business Law
Inver Hills Community College 2006 — 2008
Associate in Science, Paralegal
Christianna Kendall's Capital Benefits Group Experience February 2006 - March 2008
Job Hedis Technical Reporting Solutions Consultant
Industry Hospital & Health Care
Experience
BlueCross BlueShield of Tennessee July 2014 - Present
Cigna-HealthSpring October 2012 - July 2014
Cigna-HealthSpring December 2008 - October 2012
Cigna-HealthSpring July 2008 - October 2012
Capital Financial Group, LLC March 2008 - July 2008
Capital Benefits Group February 2006 - March 2008
Skills
HEDIS, Pay for Performance, Accounts Payable, Accounting, Account Reconciliation, Microsoft Excel, Access, Inovalon, Microsoft SQL Server, Crystal Reports, Accounts Receivable
Education
Emory University - Goizueta Business School 1993 — 1995
BBA, Accounting
Oxford College of Emory University 1991 — 1993
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
BlueCross BlueShield of Tennessee July 2014 - Present
Cigna-HealthSpring October 2012 - July 2014
Cigna-HealthSpring December 2008 - October 2012
Cigna-HealthSpring July 2008 - October 2012
Capital Financial Group, LLC March 2008 - July 2008
Capital Benefits Group February 2006 - March 2008
Skills
HEDIS, Pay for Performance, Accounts Payable, Accounting, Account Reconciliation, Microsoft Excel, Access, Inovalon, Microsoft SQL Server, Crystal Reports, Accounts Receivable
Education
Emory University - Goizueta Business School 1993 — 1995
BBA, Accounting
Oxford College of Emory University 1991 — 1993
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Jason Haug's Capital Benefits Group Experience June 2009 - May 2010
Job Program and Project Management Officer: Health Promotion and Disease Prevention Communications at Ottawa Public Health
Industry Health, Wellness and Fitness
Experience
Ottawa Public Health September 2012 - Present
N.E.W. Training June 2006 - June 2013
Ottawa Public Health June 2010 - September 2012
City of Ottawa June 2004 - June 2010
Capital Benefits Group June 2009 - May 2010
Fidus Systems 2007 - 2009
Skills
Training, Social Media, Social Media Marketing, Fitness, Strategic Communications, Leadership, Coaching, Nutrition, Government, Blogging, Strategy, Health Promotion, Community Outreach, Fundraising, Policy, Community Development, Program Development, Public Health, Workshop Facilitation, Program Evaluation, Community Engagement, Report Writing, Facebook, Marketing, Wellness, Sports, Customer Service, Management, Public Speaking, PowerPoint, Personal Training, Brainstorm Facilitation, Coordination, Project Management, Project Planning, Marketing Communications, Process Improvement, Social Marketing, Knowledge Transfer, Mental Health, Communication, Event Planning, Team Leadership
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Honours Bachelors, Health Sciences with minor in Business Administration
Ottawa Public Health September 2012 - Present
N.E.W. Training June 2006 - June 2013
Ottawa Public Health June 2010 - September 2012
City of Ottawa June 2004 - June 2010
Capital Benefits Group June 2009 - May 2010
Fidus Systems 2007 - 2009
Skills
Training, Social Media, Social Media Marketing, Fitness, Strategic Communications, Leadership, Coaching, Nutrition, Government, Blogging, Strategy, Health Promotion, Community Outreach, Fundraising, Policy, Community Development, Program Development, Public Health, Workshop Facilitation, Program Evaluation, Community Engagement, Report Writing, Facebook, Marketing, Wellness, Sports, Customer Service, Management, Public Speaking, PowerPoint, Personal Training, Brainstorm Facilitation, Coordination, Project Management, Project Planning, Marketing Communications, Process Improvement, Social Marketing, Knowledge Transfer, Mental Health, Communication, Event Planning, Team Leadership
Education
University of Ottawa / Université d'Ottawa 2005 — 2009
Honours Bachelors, Health Sciences with minor in Business Administration
Rouella Smith Rouella Smith's Capital Benefits Group Experience January 2006 - December 2009
Job Account Manager at Cowan Benefit Services, Inc.
Industry Insurance
Experience
Cowan Benefit Services, Inc. September 2013 - Present
Benefit Brokers, LLC December 2009 - August 2013
Capital Benefits Group January 2006 - December 2009
Benefit Brokers, Inc. / Beneffects, Inc. February 1998 - December 2005
Skills
Health Savings Accounts, Disability Insurance, Employee Benefits, Health Insurance, Brokers, Life Insurance, COBRA, Benefits Administration, Term Life Insurance, Healthcare, Account Management, Management, Medicare, Underwriting, Insurance
Education
Lipscomb University 1998 — 2001
Bachelor's, Professional Accounting
Jackson State Community College 1995 — 1998
Associates, General
Cowan Benefit Services, Inc. September 2013 - Present
Benefit Brokers, LLC December 2009 - August 2013
Capital Benefits Group January 2006 - December 2009
Benefit Brokers, Inc. / Beneffects, Inc. February 1998 - December 2005
Skills
Health Savings Accounts, Disability Insurance, Employee Benefits, Health Insurance, Brokers, Life Insurance, COBRA, Benefits Administration, Term Life Insurance, Healthcare, Account Management, Management, Medicare, Underwriting, Insurance
Education
Lipscomb University 1998 — 2001
Bachelor's, Professional Accounting
Jackson State Community College 1995 — 1998
Associates, General
Amy Schuler, CPA Amy Schuler, CPA's Capital Benefits Group Experience January 2010 - August 2011
Job Finance Officer at Metro Nashville Public Works
Industry Accounting
Experience
Metro Nashville Public Works September 2011 - Present
Capital Benefits Group January 2010 - August 2011
H&R Block January 2009 - April 2010
Erwin Marine Sales November 2002 - October 2009
Jillian's Entertainment April 2000 - August 2002
Skills
Budgets, Accounting, Microsoft Excel, Accounts Receivable, Tax, Finance, Management, Accounts Payable, Sales, QuickBooks, Microsoft Office, Leadership, General Ledger, Financial Reporting, Auditing
Education
Belmont University 2009 — 2011
Master's degree, Accountancy
St. Lawrence University
Bachelor of Science, Psychology and Music
Austro-American Institute
Summer Accounting Institute
Metro Nashville Public Works September 2011 - Present
Capital Benefits Group January 2010 - August 2011
H&R Block January 2009 - April 2010
Erwin Marine Sales November 2002 - October 2009
Jillian's Entertainment April 2000 - August 2002
Skills
Budgets, Accounting, Microsoft Excel, Accounts Receivable, Tax, Finance, Management, Accounts Payable, Sales, QuickBooks, Microsoft Office, Leadership, General Ledger, Financial Reporting, Auditing
Education
Belmont University 2009 — 2011
Master's degree, Accountancy
St. Lawrence University
Bachelor of Science, Psychology and Music
Austro-American Institute
Summer Accounting Institute
Mariam Rodwell's Capital Benefits Group Experience August 2001 - October 2003
Job Efficient and Effective Leader
Industry Entertainment
Experience
Disney August 2014 - Present
Kaplan University September 2009 - January 2013
Colonial Life May 2006 - September 2009
Universal American Financial February 2005 - September 2005
Capital Benefits Group August 2001 - October 2003
US Army Reserves September 1993 - December 2001
Merrill Daniels Corporation August 2000 - July 2001
Skills
Employee Relations, Recruiting, HRIS, Employee Benefits, Sourcing, Deferred Compensation, New Hire Orientations, Payroll, FMLA, Benefits Administration, Policy, Leadership, Job Fairs, Interviews, Onboarding, College Recruiting, Management, Team Building, Training, Coaching, Resume Writing, Human Resources, Staff Development, Employee Training, Hiring, Temporary Placement, Performance Appraisal, Talent Acquisition, Background Checks, Applicant Tracking..., Personnel Management, Conflict Resolution, Workforce Planning, Employee Engagement, Succession Planning, HR Policies, Talent Management, Performance Management, Exit Interviews, Career Counseling, Job Descriptions, Taleo, Internet Recruiting, Benefits Negotiation, Labor Relations
Education
Kaplan University 2010 — 2013
Masters Science in Management
University of Phoenix 2004 — 2007
BS, Business Management
Disney August 2014 - Present
Kaplan University September 2009 - January 2013
Colonial Life May 2006 - September 2009
Universal American Financial February 2005 - September 2005
Capital Benefits Group August 2001 - October 2003
US Army Reserves September 1993 - December 2001
Merrill Daniels Corporation August 2000 - July 2001
Skills
Employee Relations, Recruiting, HRIS, Employee Benefits, Sourcing, Deferred Compensation, New Hire Orientations, Payroll, FMLA, Benefits Administration, Policy, Leadership, Job Fairs, Interviews, Onboarding, College Recruiting, Management, Team Building, Training, Coaching, Resume Writing, Human Resources, Staff Development, Employee Training, Hiring, Temporary Placement, Performance Appraisal, Talent Acquisition, Background Checks, Applicant Tracking..., Personnel Management, Conflict Resolution, Workforce Planning, Employee Engagement, Succession Planning, HR Policies, Talent Management, Performance Management, Exit Interviews, Career Counseling, Job Descriptions, Taleo, Internet Recruiting, Benefits Negotiation, Labor Relations
Education
Kaplan University 2010 — 2013
Masters Science in Management
University of Phoenix 2004 — 2007
BS, Business Management
Holly Kramer Holly Kramer's Capital Benefits Group Experience October 2008 - October 2013
Job Group Sales Representative at Kansas City Life Insurance Company
Industry Insurance
Experience
Kansas City Life Insurance Company February 2014 - Present
Capital Benefits Group October 2008 - October 2013
lela+mack February 2007 - September 2008
Capital Benefits Group March 1998 - January 2007
Education
University of Minnesota-Twin Cities 1986 — 1990
Kansas City Life Insurance Company February 2014 - Present
Capital Benefits Group October 2008 - October 2013
lela+mack February 2007 - September 2008
Capital Benefits Group March 1998 - January 2007
Education
University of Minnesota-Twin Cities 1986 — 1990
Allison Lambert's Capital Benefits Group Experience January 2010 - May 2010
Job REALTOR® at Dwell Music City
Industry Real Estate
Experience
Dwell Music City September 2014 - Present
Village Real Estate Services February 2013 - Present
3rd Home May 2011 - January 2013
Capital Benefits Group January 2010 - May 2010
THE BRAVE January 2010 - May 2010
Skills
Strategic Planning, Customer Service, Microsoft Technologies, Creative Writing, Social Media Marketing, Product Marketing, Sales, Team Building, Training, Management, Selling, Luxury, Residential Homes, Negotiation, Marketing
Education
Lipscomb University 2007 — 2011
Marketing / International Business, International Business
Dwell Music City September 2014 - Present
Village Real Estate Services February 2013 - Present
3rd Home May 2011 - January 2013
Capital Benefits Group January 2010 - May 2010
THE BRAVE January 2010 - May 2010
Skills
Strategic Planning, Customer Service, Microsoft Technologies, Creative Writing, Social Media Marketing, Product Marketing, Sales, Team Building, Training, Management, Selling, Luxury, Residential Homes, Negotiation, Marketing
Education
Lipscomb University 2007 — 2011
Marketing / International Business, International Business
Caitlin Hinman's Capital Benefits Group Experience November 2009 - September 2010
Job Account Executive at Medley Turrentine and Associates LLC
Industry Insurance
Experience
Medley Turrentine and Associates LLC September 2010 - Present
Capital Benefits Group November 2009 - September 2010
Unum December 2008 - November 2009
Education
University of Oklahoma - Price College of Business 2004 — 2008
International Business and Marketing (Double Major) Minor in Spanish, Business
Universitat d'Alacant 2006 — 2006
Bachelor of Business Administration (BBA), International Business
Edmond Santa Fe
Medley Turrentine and Associates LLC September 2010 - Present
Capital Benefits Group November 2009 - September 2010
Unum December 2008 - November 2009
Education
University of Oklahoma - Price College of Business 2004 — 2008
International Business and Marketing (Double Major) Minor in Spanish, Business
Universitat d'Alacant 2006 — 2006
Bachelor of Business Administration (BBA), International Business
Edmond Santa Fe
Andrew Yates Andrew Yates's Capital Benefits Group Experience April 2007 - August 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Hold Brothers Capital, LLC February 2012 - May 2012
Standard & Poor's August 2009 - July 2010
Ergon Capital February 2009 - May 2009
Sand Hill Factory August 2008 - November 2008
Capital Benefits Group April 2007 - August 2008
Skills
Trade Surveillance, Long/Short Equity, Options Strategies, Bloomberg, Reuters, Microsoft Excel, Equities, Derivatives, Capital Markets, Hedge Funds, Series 7, Series 4, Insider Trading, Compliance, Financial Modeling
Education
Lipscomb University 2005 — 2009
B.B.A., Finance and Economics
Goldman Sachs July 2010 - Present
Hold Brothers Capital, LLC February 2012 - May 2012
Standard & Poor's August 2009 - July 2010
Ergon Capital February 2009 - May 2009
Sand Hill Factory August 2008 - November 2008
Capital Benefits Group April 2007 - August 2008
Skills
Trade Surveillance, Long/Short Equity, Options Strategies, Bloomberg, Reuters, Microsoft Excel, Equities, Derivatives, Capital Markets, Hedge Funds, Series 7, Series 4, Insider Trading, Compliance, Financial Modeling
Education
Lipscomb University 2005 — 2009
B.B.A., Finance and Economics
Muriel Otto Muriel Otto's Capital Benefits Group Experience 2013 - Present
Job Customer Specialist at Walser Automotive Group Used Car Xpress
Industry Automotive
Experience
Walser Automotive Group November 2014 - Present
Capital Benefits Group 2013 - Present
Diversified Distribution Systems 2012 - 2012
Diversified Distribution Systems 2008 - 2012
Diversified Distribution Systems 2006 - 2008
Bennigan’s March 2006 - June 2006
Perkins & Marie Callendars, Inc. 2004 - 2006
Michaels Arts and Crafts 1994 - 2004
F&M Distributors 1991 - 1994
Chi Chi's Mexican Restaurant 1991 - 1992
Skills
Process Improvement, Supply Chain, Supplier Negotiation, Sourcing, Human Resources, Procurement, Training, Loss Prevention, Strategic Planning, Team Building, Inventory Management, Sales, Forecasting, Management, Leadership, Marketing, Demand Planning, Social Media Marketing, Infusionsoft, Vocus, Store Management, Recruiting, Dental Insurance, Time Management, CRM, Supply Chain Management, Customer Service
Education
University of Minnesota-Duluth
Bachelor of Arts (BA), Advertising Design and Management, Communication
Detroit Lakes High School
Walser Automotive Group November 2014 - Present
Capital Benefits Group 2013 - Present
Diversified Distribution Systems 2012 - 2012
Diversified Distribution Systems 2008 - 2012
Diversified Distribution Systems 2006 - 2008
Bennigan’s March 2006 - June 2006
Perkins & Marie Callendars, Inc. 2004 - 2006
Michaels Arts and Crafts 1994 - 2004
F&M Distributors 1991 - 1994
Chi Chi's Mexican Restaurant 1991 - 1992
Skills
Process Improvement, Supply Chain, Supplier Negotiation, Sourcing, Human Resources, Procurement, Training, Loss Prevention, Strategic Planning, Team Building, Inventory Management, Sales, Forecasting, Management, Leadership, Marketing, Demand Planning, Social Media Marketing, Infusionsoft, Vocus, Store Management, Recruiting, Dental Insurance, Time Management, CRM, Supply Chain Management, Customer Service
Education
University of Minnesota-Duluth
Bachelor of Arts (BA), Advertising Design and Management, Communication
Detroit Lakes High School
Troy K. Ahrens, CLU, ChFC's Capital Benefits Group Experience October 2008 - September 2013
Job Managing Director at Higginbotham
Industry Insurance
Experience
Higginbotham September 2013 - Present
Capital Benefits Group October 2008 - September 2013
Northwestern Mutual August 1995 - October 2008
Skills
Retirement Planning, Retirement, Series 7, Disability Insurance, Fixed Annuities, Insurance, Long-term Care, Wealth Accumulation, Mutual Funds, Life Insurance, Series 63, Wealth Management, Investments, Estate Planning, 401k, IRAs, Series 6, Investment Advisory, Asset Allocation, Strategic Financial..., Health Insurance
Education
The University of Texas at Austin
BA, Economics
Higginbotham September 2013 - Present
Capital Benefits Group October 2008 - September 2013
Northwestern Mutual August 1995 - October 2008
Skills
Retirement Planning, Retirement, Series 7, Disability Insurance, Fixed Annuities, Insurance, Long-term Care, Wealth Accumulation, Mutual Funds, Life Insurance, Series 63, Wealth Management, Investments, Estate Planning, 401k, IRAs, Series 6, Investment Advisory, Asset Allocation, Strategic Financial..., Health Insurance
Education
The University of Texas at Austin
BA, Economics
Dennis Vann's Capital Benefits Group Experience June 2009 - August 2011
Job Sales / Marketing/ Relationship building
Industry Insurance
Experience
Security Life Insurance Company September 2011 - Present
Capital Benefits Group June 2009 - August 2011
Securian Dental 2003 - 2007
World Insurance Company 1998 - 2003
PBA May 1989 - July 1999
Skills
Employee Benefits, Insurance, Dental, Health Insurance, Sales Management, Product Development, Life Insurance, Underwriting, Marketing, Dentistry, Brokers, Term Life Insurance, CRM, Strategic Planning, Long-term Care, Sales, Health Savings Accounts, Disability Insurance, Medicare, Account Management, Fixed Annuities
Education
University of Illinois Springfield 1977 — 1979
BA, Legal Studies
Security Life Insurance Company September 2011 - Present
Capital Benefits Group June 2009 - August 2011
Securian Dental 2003 - 2007
World Insurance Company 1998 - 2003
PBA May 1989 - July 1999
Skills
Employee Benefits, Insurance, Dental, Health Insurance, Sales Management, Product Development, Life Insurance, Underwriting, Marketing, Dentistry, Brokers, Term Life Insurance, CRM, Strategic Planning, Long-term Care, Sales, Health Savings Accounts, Disability Insurance, Medicare, Account Management, Fixed Annuities
Education
University of Illinois Springfield 1977 — 1979
BA, Legal Studies
Ben Hollingsworth's Capital Benefits Group Experience July 2010 - January 2012
Job Employee Benefit Consultant
Industry Insurance
Experience
Capital Benefit Communications January 2012 - Present
Capital Benefits Group July 2010 - January 2012
Bluegrass Family Health February 2007 - July 2010
Multilife, Inc. May 2004 - February 2007
Education
Belmont University 1985 — 2001
Bachelor of Science (BS), Political Science
Capital Benefit Communications January 2012 - Present
Capital Benefits Group July 2010 - January 2012
Bluegrass Family Health February 2007 - July 2010
Multilife, Inc. May 2004 - February 2007
Education
Belmont University 1985 — 2001
Bachelor of Science (BS), Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY