CoBiz Insurance
Industry: Insurance company
DescriptionFounded: 1980 Parent organization: CoBiz Financial Inc. Subsidiary: Financial Designs Ltd
CoBiz Insurance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CoBiz Insurance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CoBiz Insurance Employees
Employee
Years
Job
Industry
Matthew Battey Matthew Battey's CoBiz Insurance Experience July 2014 - Present
Job Vice President at CoBiz Insurance
Industry Financial Services
Experience
CoBiz Insurance July 2014 - Present
The Keehner Group / Producers XL January 2011 - July 2014
Northwestern Mutual Financial Network December 2007 - February 2011
EB and Associates November 2005 - August 2007
Cuba Cuba Restaurant November 2001 - February 2006
Dataworks February 1998 - April 2001
Skills
Succession Planning, Investments, Wealth Management, Finance, Retirement Planning, Estate Planning, Long-term Care, Fixed Annuities, Disability Insurance, Financial Services, Strategic Planning, Strategic Financial..., Deferred Compensation, Management, Portfolio Management, Business Development, Consulting, Life Insurance, Leadership, Insurance, Asset Protection, Budgets, Marketing, Retirement, Financial Planning
Education
University of Colorado at Denver 1995 — 1999
Computer Systems Networking and Telecommunications
CoBiz Insurance July 2014 - Present
The Keehner Group / Producers XL January 2011 - July 2014
Northwestern Mutual Financial Network December 2007 - February 2011
EB and Associates November 2005 - August 2007
Cuba Cuba Restaurant November 2001 - February 2006
Dataworks February 1998 - April 2001
Skills
Succession Planning, Investments, Wealth Management, Finance, Retirement Planning, Estate Planning, Long-term Care, Fixed Annuities, Disability Insurance, Financial Services, Strategic Planning, Strategic Financial..., Deferred Compensation, Management, Portfolio Management, Business Development, Consulting, Life Insurance, Leadership, Insurance, Asset Protection, Budgets, Marketing, Retirement, Financial Planning
Education
University of Colorado at Denver 1995 — 1999
Computer Systems Networking and Telecommunications
Kathy DeGrandchamp Kathy DeGrandchamp's CoBiz Insurance Experience February 2014 - Present
Job Technology, Training and Quality Assurance professional at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance February 2014 - Present
CoBiz Insurance October 2010 - January 2014
CoBiz Insurance July 2004 - September 2010
USAA January 1999 - June 2004
Skills
Insurance, Property & Casualty..., Workers Compensation, Liability, Professional Liability, Umbrella Insurance, Customer Service, Commercial Lines, Hands-on Training, Inland Marine, Employment Practices..., Software Training, General Insurance, Employee Training, Technical Training, Workflow Management, Commercial Insurance, Legal Liability, Casualty Insurance, Underwriting
Education
The University of Texas at San Antonio 1992 — 1996
BA, History
National Alliance for Insurance Education & Research
Certified Insurance Counselor (CIC)
CoBiz Insurance February 2014 - Present
CoBiz Insurance October 2010 - January 2014
CoBiz Insurance July 2004 - September 2010
USAA January 1999 - June 2004
Skills
Insurance, Property & Casualty..., Workers Compensation, Liability, Professional Liability, Umbrella Insurance, Customer Service, Commercial Lines, Hands-on Training, Inland Marine, Employment Practices..., Software Training, General Insurance, Employee Training, Technical Training, Workflow Management, Commercial Insurance, Legal Liability, Casualty Insurance, Underwriting
Education
The University of Texas at San Antonio 1992 — 1996
BA, History
National Alliance for Insurance Education & Research
Certified Insurance Counselor (CIC)
Sandra Chavez Sandra Chavez's CoBiz Insurance Experience March 2013 - February 2014
Job Account Executive, IMA, Inc.
Industry Insurance
Experience
IMA Financial Group, Inc. April 2014 - Present
CoBiz Insurance March 2013 - February 2014
Willis March 2012 - February 2013
Willis of Colorado, Inc. August 2006 - March 2012
Aon Risk Services 1993 - 2006
Skills
Professional Liability, Underwriting, Commercial Insurance, Property & Casualty..., Insurance, D&O
Education
Abraham Lincoln High School 1980 — 1982
Regis University
Marketing, Womens Studies
IMA Financial Group, Inc. April 2014 - Present
CoBiz Insurance March 2013 - February 2014
Willis March 2012 - February 2013
Willis of Colorado, Inc. August 2006 - March 2012
Aon Risk Services 1993 - 2006
Skills
Professional Liability, Underwriting, Commercial Insurance, Property & Casualty..., Insurance, D&O
Education
Abraham Lincoln High School 1980 — 1982
Regis University
Marketing, Womens Studies
Jerrica Gordon, PHR Jerrica Gordon, PHR's CoBiz Insurance Experience November 2013 - April 2015
Job Bswift benefit enrollment technology National Implementation Specialist, EB Technology Hub International
Industry Human Resources
Experience
HUB International April 2015 - Present
CoBiz Insurance November 2013 - April 2015
Great-West Financial July 2013 - September 2013
Laramar Group 2011 - April 2013
Local Insight Media December 2010 - October 2011
West Coast Clinical Trials February 2009 - September 2010
Boeing May 2008 - August 2008
The Walt Disney Company February 2008 - May 2008
Skills
Employee Relations, HRIS, Deferred Compensation, Payroll, New Hire Orientations, Succession Planning, ADP Payroll, Organizational..., Personnel Management, Employee Training, Employment Law, Talent Management, Employee Engagement, Management, Hiring, College Recruiting, Applicant Tracking..., Training, Onboarding, Talent Acquisition, HRIS Database Management
Education
University of Denver 2012 — 2014
Master's Degree, Human Resources
University of La Verne 2005 — 2009
Bachelor, Speech Communication – Minor: Economics
HUB International April 2015 - Present
CoBiz Insurance November 2013 - April 2015
Great-West Financial July 2013 - September 2013
Laramar Group 2011 - April 2013
Local Insight Media December 2010 - October 2011
West Coast Clinical Trials February 2009 - September 2010
Boeing May 2008 - August 2008
The Walt Disney Company February 2008 - May 2008
Skills
Employee Relations, HRIS, Deferred Compensation, Payroll, New Hire Orientations, Succession Planning, ADP Payroll, Organizational..., Personnel Management, Employee Training, Employment Law, Talent Management, Employee Engagement, Management, Hiring, College Recruiting, Applicant Tracking..., Training, Onboarding, Talent Acquisition, HRIS Database Management
Education
University of Denver 2012 — 2014
Master's Degree, Human Resources
University of La Verne 2005 — 2009
Bachelor, Speech Communication – Minor: Economics
Reed Smith Reed Smith's CoBiz Insurance Experience January 2010 - Present
Job Improving the health of your people...and your business.
Industry Insurance
Experience
CoBiz Insurance January 2010 - Present
American Cancer Society October 2012 - June 2014
Great-West Healthcare May 2001 - January 2010
CIGNA Healthcare May 2001 - January 2010
Skills
Health plan data..., Consumerism, Underwriting, Wellness Programs, Employee Engagement, Employee Benefits, Health & Welfare, Compliance, Health, Health Policy, Employee Wellness, Property & Casualty..., Health Insurance, Insurance, Benefits Administration, Strategy, Health Care Reform, Healthcare, Team Building, Succession Planning, Financial Analysis, Strategic Planning, Training, Leadership, Analysis, Sales, Finance, COBRA, Workers Compensation, Life Insurance, 401k, Term Life Insurance, Managed Care, Long-term Care, Deferred Compensation, Executive Management, Medicare, Commercial Insurance, Retirement, Business Strategy, Healthcare Industry, Claim, Public Speaking, Group Insurance, HIPAA
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
BS, Business Management
CoBiz Insurance January 2010 - Present
American Cancer Society October 2012 - June 2014
Great-West Healthcare May 2001 - January 2010
CIGNA Healthcare May 2001 - January 2010
Skills
Health plan data..., Consumerism, Underwriting, Wellness Programs, Employee Engagement, Employee Benefits, Health & Welfare, Compliance, Health, Health Policy, Employee Wellness, Property & Casualty..., Health Insurance, Insurance, Benefits Administration, Strategy, Health Care Reform, Healthcare, Team Building, Succession Planning, Financial Analysis, Strategic Planning, Training, Leadership, Analysis, Sales, Finance, COBRA, Workers Compensation, Life Insurance, 401k, Term Life Insurance, Managed Care, Long-term Care, Deferred Compensation, Executive Management, Medicare, Commercial Insurance, Retirement, Business Strategy, Healthcare Industry, Claim, Public Speaking, Group Insurance, HIPAA
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
BS, Business Management
Laura Galligan Laura Galligan's CoBiz Insurance Experience March 2005 - Present
Job Business Analyst at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance March 2005 - Present
ING U.S. August 2000 - September 2001
Skills
Microsoft Office, Calendaring, Travel Management, Wellness, Licensing, Customer Service, Event Planning, Insurance, Community Outreach, Employee Benefits, Financial Analysis, Risk Management, Finance
Education
Metropolitan State University of Denver
CoBiz Insurance March 2005 - Present
ING U.S. August 2000 - September 2001
Skills
Microsoft Office, Calendaring, Travel Management, Wellness, Licensing, Customer Service, Event Planning, Insurance, Community Outreach, Employee Benefits, Financial Analysis, Risk Management, Finance
Education
Metropolitan State University of Denver
Aaron Salas CBC Aaron Salas CBC's CoBiz Insurance Experience March 2015 - Present
Job Select Business Lead at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance March 2015 - Present
CoBiz Insurance May 2014 - Present
Strategic Employee Benefit Services July 2012 - January 2014
Volk & Bell Benefits LLC June 2008 - June 2012
Volk & Bell Benefits, LLC June 2008 - December 2009
Prime Source Staffing October 2007 - June 2009
Sentry Insurance June 2004 - August 2007
Sentry Insurance June 2004 - January 2005
Skills
Employee Benefits, Leadership, Consultative Selling, Benefits Administration, Health Insurance, Employee Engagement, Business Planning, Health Care Reform, Customer Service, Disability Insurance, Health Savings Accounts, Account Management, Problem Solving, HR Consulting, HR Policies, Group Benefits, COBRA, Small Business, Sales Presentations, Term Life Insurance, Workers Compensation, Accident, Insurance, HIPAA, Benefits, Brokers, HRIS, Critical Illness, FMLA, PowerPoint, Wellness, Employee Wellness, Dental, Cafeteria Plans, Flexible Spending..., Long Term Care, Plan Design, Group Health, Open Enrollment, Group Medical, Salesforce.com, FSA, Claims, Compliance, Wellness Programs, Health Plans, Life Insurance, Strategic Planning, Strategy
Education
Colorado State University 2001 — 2003
BA, Business Management & Marketing
University of Northern Colorado 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Marketing
Regis University 2011 — 2011
Human Resources
Aurora Christian Academy 1997 — 1998
CoBiz Insurance March 2015 - Present
CoBiz Insurance May 2014 - Present
Strategic Employee Benefit Services July 2012 - January 2014
Volk & Bell Benefits LLC June 2008 - June 2012
Volk & Bell Benefits, LLC June 2008 - December 2009
Prime Source Staffing October 2007 - June 2009
Sentry Insurance June 2004 - August 2007
Sentry Insurance June 2004 - January 2005
Skills
Employee Benefits, Leadership, Consultative Selling, Benefits Administration, Health Insurance, Employee Engagement, Business Planning, Health Care Reform, Customer Service, Disability Insurance, Health Savings Accounts, Account Management, Problem Solving, HR Consulting, HR Policies, Group Benefits, COBRA, Small Business, Sales Presentations, Term Life Insurance, Workers Compensation, Accident, Insurance, HIPAA, Benefits, Brokers, HRIS, Critical Illness, FMLA, PowerPoint, Wellness, Employee Wellness, Dental, Cafeteria Plans, Flexible Spending..., Long Term Care, Plan Design, Group Health, Open Enrollment, Group Medical, Salesforce.com, FSA, Claims, Compliance, Wellness Programs, Health Plans, Life Insurance, Strategic Planning, Strategy
Education
Colorado State University 2001 — 2003
BA, Business Management & Marketing
University of Northern Colorado 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Marketing
Regis University 2011 — 2011
Human Resources
Aurora Christian Academy 1997 — 1998
Frank Pugh Frank Pugh's CoBiz Insurance Experience June 1993 - Present
Job Arizona Market President at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance June 1993 - Present
Skills
Underwriting, Commercial Insurance, Liability, Property & Casualty..., Insurance, Professional Liability, Mergers & Acquisitions, Umbrella Insurance, Casualty, Legal Liability, Customer Service, Employment Practices..., Brokers, Workers Compensation, Commercial Lines, Health Insurance, Disability Insurance, Term Life Insurance, New Business Development, Casualty Insurance, Strategic Planning, Financial Analysis
Education
Arizona State University 1975 — 1979
B.S., Accounting
Ajo High School, Ajo Arizona 1971 — 1975
High School
CoBiz Insurance June 1993 - Present
Skills
Underwriting, Commercial Insurance, Liability, Property & Casualty..., Insurance, Professional Liability, Mergers & Acquisitions, Umbrella Insurance, Casualty, Legal Liability, Customer Service, Employment Practices..., Brokers, Workers Compensation, Commercial Lines, Health Insurance, Disability Insurance, Term Life Insurance, New Business Development, Casualty Insurance, Strategic Planning, Financial Analysis
Education
Arizona State University 1975 — 1979
B.S., Accounting
Ajo High School, Ajo Arizona 1971 — 1975
High School
Karra Sabol Karra Sabol's CoBiz Insurance Experience June 2014 - September 2014
Job Employee Wellness and Benefits Coordinator at Aspen Valley Hospital
Industry Health, Wellness and Fitness
Experience
Aspen Valley Hospital May 2015 - Present
CoBiz Insurance June 2014 - September 2014
Health Links August 2014 - 2014
Weld County Department of Public Health and Environment February 2013 - July 2013
Verizon Wireless Health and Wellness Center September 2010 - November 2010
Ohio University January 2010 - August 2010
Skills
Nutrition, Health Promotion, Employee Wellness, Exercise Physiology, Wellness, Fitness, Strength Training, Training, Customer Service, Health Education, Microsoft Office, PowerPoint
Education
Colorado School of Public Health 2012 — 2014
Master of Public Health (M.P.H.), Public Health
Ohio University 2007 — 2011
Bachelor of Science (B.S.), Exercise Physiology
Aspen Valley Hospital May 2015 - Present
CoBiz Insurance June 2014 - September 2014
Health Links August 2014 - 2014
Weld County Department of Public Health and Environment February 2013 - July 2013
Verizon Wireless Health and Wellness Center September 2010 - November 2010
Ohio University January 2010 - August 2010
Skills
Nutrition, Health Promotion, Employee Wellness, Exercise Physiology, Wellness, Fitness, Strength Training, Training, Customer Service, Health Education, Microsoft Office, PowerPoint
Education
Colorado School of Public Health 2012 — 2014
Master of Public Health (M.P.H.), Public Health
Ohio University 2007 — 2011
Bachelor of Science (B.S.), Exercise Physiology
Roberta Vigil Roberta Vigil's CoBiz Insurance Experience February 2011 - Present
Job Employee SelfService Employee Benefits at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance February 2011 - Present
CoBiz Insurance May 2000 - November 2012
Great-West Life and Annuity Insurance Company July 1996 - May 2000
Colonial Mutual Funds December 1989 - July 1995
Skills
Employee Benefits, COBRA, 401k, Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance, Term Life Insurance, Benefits Administration, Property & Casualty..., FMLA, Workers Compensation, Liability, Brokers, Commercial Insurance, Employee Engagement, Succession Planning, Mutual Funds, Retirement, Long-term Care, Professional Liability, Umbrella Insurance, Health Savings Accounts, Customer Service, Claim, Commercial Lines, Casualty
Education
Regis University 1991 — 1992
International Business
Metropolitan State University of Denver 1987 — 1989
BS, Spanish, History
Fort Lewis College 1983 — 1986
Education, Spanish
CoBiz Insurance February 2011 - Present
CoBiz Insurance May 2000 - November 2012
Great-West Life and Annuity Insurance Company July 1996 - May 2000
Colonial Mutual Funds December 1989 - July 1995
Skills
Employee Benefits, COBRA, 401k, Insurance, Health Insurance, Disability Insurance, Underwriting, Life Insurance, Term Life Insurance, Benefits Administration, Property & Casualty..., FMLA, Workers Compensation, Liability, Brokers, Commercial Insurance, Employee Engagement, Succession Planning, Mutual Funds, Retirement, Long-term Care, Professional Liability, Umbrella Insurance, Health Savings Accounts, Customer Service, Claim, Commercial Lines, Casualty
Education
Regis University 1991 — 1992
International Business
Metropolitan State University of Denver 1987 — 1989
BS, Spanish, History
Fort Lewis College 1983 — 1986
Education, Spanish
David Bettes David Bettes's CoBiz Insurance Experience August 2014 - Present
Job Vice President at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance August 2014 - Present
Med-Advise Consulting May 2012 - July 2014
K2M December 2010 - May 2012
Medtronic October 1999 - December 2010
Skills
Professional Liability, Property & Casualty..., Directors & Officers..., Commercial Insurance, Workers Compensation, Medical Devices, Spine, Operating Room, Surgeons, Orthopedic, Pain Management, Sales Management, Capital Equipment Sales, Interventional Pain..., Interventional Spine, Neurosurgery, Hospitals, Surgery, Market Development, Sales, Orthopedics
Education
The University of New Mexico 1989 — 1993
Bachelor of Arts (B.A.), Political Science and English (Double Major)
University of New Mexico
CoBiz Insurance August 2014 - Present
Med-Advise Consulting May 2012 - July 2014
K2M December 2010 - May 2012
Medtronic October 1999 - December 2010
Skills
Professional Liability, Property & Casualty..., Directors & Officers..., Commercial Insurance, Workers Compensation, Medical Devices, Spine, Operating Room, Surgeons, Orthopedic, Pain Management, Sales Management, Capital Equipment Sales, Interventional Pain..., Interventional Spine, Neurosurgery, Hospitals, Surgery, Market Development, Sales, Orthopedics
Education
The University of New Mexico 1989 — 1993
Bachelor of Arts (B.A.), Political Science and English (Double Major)
University of New Mexico
Jenna Blusiewicz, AASPR Jenna Blusiewicz, AASPR's CoBiz Insurance Experience June 2007 - August 2008
Job Physician Recruiter at Paladina Health
Industry Medical Practice
Experience
Paladina Health January 2013 - Present
Juvenile Diabetes Research Foundation April 2010 - December 2012
Paladina Health (formerly ModernMed) August 2009 - April 2010
Hard Dollar Corporation September 2008 - July 2009
CoBiz Insurance June 2007 - August 2008
American Golf Corporation November 2006 - June 2007
Hard Dollar Corporation January 2005 - September 2006
Physicians Choice of Arizona January 2004 - December 2004
A.G. Edwards & Sons, Inc. December 2002 - January 2004
Skills
Leadership, Event Management, Strategic Planning, Marketing, Fundraising, Management, Public Speaking, Training, Account Management, Recruiting, Proposal Writing, Sales, Teamwork, Time Management, Cause Marketing, Social Media, CRM, Community Outreach, Event Planning, Team Building, Marketing Strategy, Email Marketing, Budgets, Special Events, Healthcare, Volunteer Management, Nonprofits, Editing, Customer Service, Physicians, Physician Recruitment
Education
University of Arizona 1998 — 2002
BA, Journalism and English
Xavier College Prep 1994 — 1998
Paladina Health January 2013 - Present
Juvenile Diabetes Research Foundation April 2010 - December 2012
Paladina Health (formerly ModernMed) August 2009 - April 2010
Hard Dollar Corporation September 2008 - July 2009
CoBiz Insurance June 2007 - August 2008
American Golf Corporation November 2006 - June 2007
Hard Dollar Corporation January 2005 - September 2006
Physicians Choice of Arizona January 2004 - December 2004
A.G. Edwards & Sons, Inc. December 2002 - January 2004
Skills
Leadership, Event Management, Strategic Planning, Marketing, Fundraising, Management, Public Speaking, Training, Account Management, Recruiting, Proposal Writing, Sales, Teamwork, Time Management, Cause Marketing, Social Media, CRM, Community Outreach, Event Planning, Team Building, Marketing Strategy, Email Marketing, Budgets, Special Events, Healthcare, Volunteer Management, Nonprofits, Editing, Customer Service, Physicians, Physician Recruitment
Education
University of Arizona 1998 — 2002
BA, Journalism and English
Xavier College Prep 1994 — 1998
Tayler Koenig Tayler Koenig's CoBiz Insurance Experience July 2014 - Present
Job Senior Account Manager at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance July 2014 - Present
Benefit Services Group Inc May 2013 - July 2014
CIGNA July 2012 - May 2013
CBIZ MHM, LLC October 2010 - July 2012
FirstBank September 2008 - October 2010
Skills
Life Insurance, Health Insurance, Accident Insurance, Employee Benefits, Benefits Administration, Marketing Communications, Reports Analysis, Adobe Design Programs, Microsoft Office, COBRA, Insurance, Brokers, Health Savings Accounts, Account Management, Customer Service, Management, Sales, Underwriting, Disability Insurance
Education
Arapahoe Community College
Interior Design, Marketing
ThunderRidge High School 2002 — 2007
CoBiz Insurance July 2014 - Present
Benefit Services Group Inc May 2013 - July 2014
CIGNA July 2012 - May 2013
CBIZ MHM, LLC October 2010 - July 2012
FirstBank September 2008 - October 2010
Skills
Life Insurance, Health Insurance, Accident Insurance, Employee Benefits, Benefits Administration, Marketing Communications, Reports Analysis, Adobe Design Programs, Microsoft Office, COBRA, Insurance, Brokers, Health Savings Accounts, Account Management, Customer Service, Management, Sales, Underwriting, Disability Insurance
Education
Arapahoe Community College
Interior Design, Marketing
ThunderRidge High School 2002 — 2007
Nathan Guerrero's CoBiz Insurance Experience April 2013 - Present
Job Director of Business Development at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance April 2013 - Present
Aerotek Commercial Staffing January 2012 - April 2013
The Home Depot April 2007 - January 2012
Skills
Team Leadership, Internal Communications, Employee Relations, Human Resources, Recruiting, Training, Technical Recruiting, Sales, Talent Management, Program Management, Employee Benefits, Networking, Temporary Placement, Screening, Team Building, Leadership
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Economics
CoBiz Insurance April 2013 - Present
Aerotek Commercial Staffing January 2012 - April 2013
The Home Depot April 2007 - January 2012
Skills
Team Leadership, Internal Communications, Employee Relations, Human Resources, Recruiting, Training, Technical Recruiting, Sales, Talent Management, Program Management, Employee Benefits, Networking, Temporary Placement, Screening, Team Building, Leadership
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Economics
Amy Hanophy Amy Hanophy's CoBiz Insurance Experience August 2010 - Present
Job Helping employers and employees make the most of their retirement plan
Industry Financial Services
Experience
CoBiz Insurance August 2010 - Present
McMahon and Company November 2008 - June 2009
TIAA-CREF April 2007 - November 2008
Principal Financial Group May 2003 - March 2007
Charles Schwab & Company, Inc January 2000 - December 2002
Charles Schwab January 1997 - January 2000
Prudential Securities August 1996 - September 1997
Boseman's Sporting Goods 1991 - 1995
Skills
Wealth Management
Education
Metropolitan State University of Denver 1998 — 2004
Completed Certified Financial Planning Courses
University of North Carolina at Wilmington 1993 — 1995
MA, Education Administration
University of North Carolina 1989 — 1995
B.S, Physical Education
University of North Carolina
Bloomingdale High School 1987 — 1989
Charleston High School
CoBiz Insurance August 2010 - Present
McMahon and Company November 2008 - June 2009
TIAA-CREF April 2007 - November 2008
Principal Financial Group May 2003 - March 2007
Charles Schwab & Company, Inc January 2000 - December 2002
Charles Schwab January 1997 - January 2000
Prudential Securities August 1996 - September 1997
Boseman's Sporting Goods 1991 - 1995
Skills
Wealth Management
Education
Metropolitan State University of Denver 1998 — 2004
Completed Certified Financial Planning Courses
University of North Carolina at Wilmington 1993 — 1995
MA, Education Administration
University of North Carolina 1989 — 1995
B.S, Physical Education
University of North Carolina
Bloomingdale High School 1987 — 1989
Charleston High School
Amy Bona Amy Bona's CoBiz Insurance Experience August 2010 - March 2011
Job Benefits Consultant at VolkBell
Industry Insurance
Experience
Volk & Bell Benefits, LLC May 2011 - Present
CoBiz Insurance August 2010 - March 2011
Great West Life/CIGNA December 1998 - June 2010
Great West Life/CIGNA June 1997 - November 1998
Skills
Health Savings Accounts, Healthcare Reimbursement, Financial Analysis, Underwriting, Disability Insurance, Life Insurance, Dental Insurance, Vision Insurance, Sales, Wellness, Actuarial Consulting, Health Insurance, Financial Reporting, Financial Modeling, Healthcare, FSA, Health Care Reform, Brokers, Human Resources, Health Policy, 401k
Education
University of Colorado at Denver 2010 — 2013
Bachelor of Science, Chemistry
University of Colorado Boulder 1993 — 1997
Bachelors, Economics with emphasis in Accounting
Volk & Bell Benefits, LLC May 2011 - Present
CoBiz Insurance August 2010 - March 2011
Great West Life/CIGNA December 1998 - June 2010
Great West Life/CIGNA June 1997 - November 1998
Skills
Health Savings Accounts, Healthcare Reimbursement, Financial Analysis, Underwriting, Disability Insurance, Life Insurance, Dental Insurance, Vision Insurance, Sales, Wellness, Actuarial Consulting, Health Insurance, Financial Reporting, Financial Modeling, Healthcare, FSA, Health Care Reform, Brokers, Human Resources, Health Policy, 401k
Education
University of Colorado at Denver 2010 — 2013
Bachelor of Science, Chemistry
University of Colorado Boulder 1993 — 1997
Bachelors, Economics with emphasis in Accounting
Christine D. Zollinger's CoBiz Insurance Experience September 2015 - Present
Job Senior Account Manager at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance September 2015 - Present
Willis of Colorado August 2012 - Present
InLine Media January 2011 - August 2012
SofTec Solutions May 2008 - August 2009
Skills
Marketing, Online Advertising, Event Planning, Budgets, Customer Service, Public Relations, Proposal Writing, PowerPoint, Microsoft Excel, Invoicing, Account Management, Property, Insurance, Commercial Insurance, Casualty Insurance, Microsoft Office, Leadership, Liability, Management, Workers Compensation
Education
Metropolitan State College of Denver 2008 — 2010
Bachelor of Arts (BA), Speech Communications with a minor in Gender Dynamics in the workplace
Arizona State University 2004 — 2008
Communication, General
University of Northern Colorado 2003 — 2004
Communication, General
CoBiz Insurance September 2015 - Present
Willis of Colorado August 2012 - Present
InLine Media January 2011 - August 2012
SofTec Solutions May 2008 - August 2009
Skills
Marketing, Online Advertising, Event Planning, Budgets, Customer Service, Public Relations, Proposal Writing, PowerPoint, Microsoft Excel, Invoicing, Account Management, Property, Insurance, Commercial Insurance, Casualty Insurance, Microsoft Office, Leadership, Liability, Management, Workers Compensation
Education
Metropolitan State College of Denver 2008 — 2010
Bachelor of Arts (BA), Speech Communications with a minor in Gender Dynamics in the workplace
Arizona State University 2004 — 2008
Communication, General
University of Northern Colorado 2003 — 2004
Communication, General
Todd McLean's CoBiz Insurance Experience March 2015 - Present
Job President at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance March 2015 - Present
The Assist Group (TAG) acquired by Equian January 2014 - January 2015
Revelation Global aquired by FocusVision January 2013 - August 2013
Qmedtrix 2002 - August 2012
A.G. Edwards 1989 - 2002
Skills
Strategy, Business Development, Leadership, Strategic Planning, Management, Process Improvement, Executive Management, Vendor Management, Healthcare, Program Management, Business Strategy, Account Management, Team Building, Project Management, Product Development, Marketing Communications, Business Analysis, Change Management, Insurance, Sales Management, Budgets, New Business Development, Market Research, Cross-functional Team..., Negotiation, Team Leadership, Contract Negotiation, Analysis, CRM, Start-ups, Analytics, Business Process..., Product Management, Finance, Data Analysis, Investment Management
Education
University of Northern Colorado
Bachelor of Science (B.S.), International Marketing and minor in Economics
CoBiz Insurance March 2015 - Present
The Assist Group (TAG) acquired by Equian January 2014 - January 2015
Revelation Global aquired by FocusVision January 2013 - August 2013
Qmedtrix 2002 - August 2012
A.G. Edwards 1989 - 2002
Skills
Strategy, Business Development, Leadership, Strategic Planning, Management, Process Improvement, Executive Management, Vendor Management, Healthcare, Program Management, Business Strategy, Account Management, Team Building, Project Management, Product Development, Marketing Communications, Business Analysis, Change Management, Insurance, Sales Management, Budgets, New Business Development, Market Research, Cross-functional Team..., Negotiation, Team Leadership, Contract Negotiation, Analysis, CRM, Start-ups, Analytics, Business Process..., Product Management, Finance, Data Analysis, Investment Management
Education
University of Northern Colorado
Bachelor of Science (B.S.), International Marketing and minor in Economics
Jeremy Tom, CIC Jeremy Tom, CIC's CoBiz Insurance Experience November 2007 - April 2014
Job Vice President at Crest Insurance Group 6025718164 cell
Industry Insurance
Experience
Crest Insurance Group April 2014 - Present
CoBiz Insurance November 2007 - April 2014
Skills
Professional Liability, Insurance, Property & Casualty..., Aviation Liability, Legal Liability, Account Management, Brokers, Commercial Insurance, Risk Management, Workers Compensation, Underwriting, Employment Practices..., Sales, New Business Development
Education
Arizona State University 1996 — 1999
BS, Marketing
George Mason University 1995 — 1996
Crest Insurance Group April 2014 - Present
CoBiz Insurance November 2007 - April 2014
Skills
Professional Liability, Insurance, Property & Casualty..., Aviation Liability, Legal Liability, Account Management, Brokers, Commercial Insurance, Risk Management, Workers Compensation, Underwriting, Employment Practices..., Sales, New Business Development
Education
Arizona State University 1996 — 1999
BS, Marketing
George Mason University 1995 — 1996
Stacie DeHerrera, MBA Stacie DeHerrera, MBA's CoBiz Insurance Experience April 2011 - July 2014
Job Data Analyst at HCMS Group
Industry Information Technology and Services
Experience
HCMS Group July 2014 - Present
CoBiz Insurance April 2011 - July 2014
Volk & Bell Benefits, LLC June 2008 - March 2011
Pueblo West High School August 2006 - May 2008
Skills
Sales, Disability Insurance, Life Insurance, COBRA, Flexible Spending..., Customer Service, Spreadsheets, Insurance, Finance, Proposal Writing, Workshop Facilitation, HIPAA, Account Management, Term Life Insurance, Direct Sales, B2B, Team Building, Time Management, Strategic Planning, Employee Wellness, Data Analysis, Market Analysis, Enthusiasm to learn, Financial Analysis, Strategic Financial..., Financial Statement..., Decision Analysis, Marketing Strategy
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.)
Colorado State University 2000 — 2003
B.S., Business Administration
HCMS Group July 2014 - Present
CoBiz Insurance April 2011 - July 2014
Volk & Bell Benefits, LLC June 2008 - March 2011
Pueblo West High School August 2006 - May 2008
Skills
Sales, Disability Insurance, Life Insurance, COBRA, Flexible Spending..., Customer Service, Spreadsheets, Insurance, Finance, Proposal Writing, Workshop Facilitation, HIPAA, Account Management, Term Life Insurance, Direct Sales, B2B, Team Building, Time Management, Strategic Planning, Employee Wellness, Data Analysis, Market Analysis, Enthusiasm to learn, Financial Analysis, Strategic Financial..., Financial Statement..., Decision Analysis, Marketing Strategy
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.)
Colorado State University 2000 — 2003
B.S., Business Administration
Thai Spellman Thai Spellman's CoBiz Insurance Experience March 2011 - November 2011
Job Territory Manager at Safeco Insurance
Industry Insurance
Experience
Safeco Insurance April 2013 - Present
Liberty Mutual Insurance January 2013 - April 2013
Colorado Casualty November 2011 - January 2013
CoBiz Insurance March 2011 - November 2011
Hub International March 2009 - March 2011
Army National Guard August 2002 - August 2010
Liberty Mutual Insurance June 2006 - March 2009
Skills
Visual Basic Programming, Database Management, Salesforce.com, Direct Sales, Marketing Strategy, Marketing Communications, Microsoft Excel, Customer Service, Insurance, Database Admin, Sales Management, Workers Compensation, Commercial Insurance, Property & Casualty..., Liability, Professional Liability, Strategic Planning, Sales Operations, Building Relationships, Employee Benefits, New Business Development, Marketing, Commercial Lines, Cold Calling, General Insurance, Analysis, Legal Liability, Property, Disability Insurance, Brokers, Excess, Visual Basic, Umbrella Insurance, Training, Health Insurance, Life Insurance, Negotiation, Claim, Risk Management, Customer Retention, Leadership, Small Business, Claims Management, Underwriting, Casualty, Sales, Account Management, Inland Marine, Employment Practices..., Fixed Annuities
Education
Arizona State University 2002 — 2006
BIS, Economics and Business
Cochise Community College 2003 — 2004
AAS Intelligence Operations, Operations and Warfare
Safeco Insurance April 2013 - Present
Liberty Mutual Insurance January 2013 - April 2013
Colorado Casualty November 2011 - January 2013
CoBiz Insurance March 2011 - November 2011
Hub International March 2009 - March 2011
Army National Guard August 2002 - August 2010
Liberty Mutual Insurance June 2006 - March 2009
Skills
Visual Basic Programming, Database Management, Salesforce.com, Direct Sales, Marketing Strategy, Marketing Communications, Microsoft Excel, Customer Service, Insurance, Database Admin, Sales Management, Workers Compensation, Commercial Insurance, Property & Casualty..., Liability, Professional Liability, Strategic Planning, Sales Operations, Building Relationships, Employee Benefits, New Business Development, Marketing, Commercial Lines, Cold Calling, General Insurance, Analysis, Legal Liability, Property, Disability Insurance, Brokers, Excess, Visual Basic, Umbrella Insurance, Training, Health Insurance, Life Insurance, Negotiation, Claim, Risk Management, Customer Retention, Leadership, Small Business, Claims Management, Underwriting, Casualty, Sales, Account Management, Inland Marine, Employment Practices..., Fixed Annuities
Education
Arizona State University 2002 — 2006
BIS, Economics and Business
Cochise Community College 2003 — 2004
AAS Intelligence Operations, Operations and Warfare
Cristina Marine's CoBiz Insurance Experience March 2012 - Present
Job Insurance Marketing Specialist at CoBiz Insurance
Industry Program Development
Experience
CoBiz Insurance March 2012 - Present
Center For Teaching International Relations January 2012 - January 2013
Continental Airlines May 2007 - July 2010
Skills
Customer Service, Microsoft Office, Adobe Creative Suite, Intercultural Relations, Cross-cultural..., Project Management, Technical Writing, Strategic Planning, Public Speaking, Technical Support, Research, International Education, Presentation Design, Leadership, Proposal Writing, Cultural Awareness, Training, Events Coordination
Education
Lesley University 2012 — 2014
Master's Degree, International and Intercultural Communication
Teachers College of Columbia University 2010 — 2010
Graduate course work, International Educational Development
La Universidad Latinoamericana de Ciencia y Tecnologia - San Jose, Costa Rica 2006 — 2006
Undergraduate course work, Linguistic and Cultural Studies
Colorado State University 2004 — 2006
Bachelor's Degree, Foreign Languages and Literatures, Latin American Studies
CoBiz Insurance March 2012 - Present
Center For Teaching International Relations January 2012 - January 2013
Continental Airlines May 2007 - July 2010
Skills
Customer Service, Microsoft Office, Adobe Creative Suite, Intercultural Relations, Cross-cultural..., Project Management, Technical Writing, Strategic Planning, Public Speaking, Technical Support, Research, International Education, Presentation Design, Leadership, Proposal Writing, Cultural Awareness, Training, Events Coordination
Education
Lesley University 2012 — 2014
Master's Degree, International and Intercultural Communication
Teachers College of Columbia University 2010 — 2010
Graduate course work, International Educational Development
La Universidad Latinoamericana de Ciencia y Tecnologia - San Jose, Costa Rica 2006 — 2006
Undergraduate course work, Linguistic and Cultural Studies
Colorado State University 2004 — 2006
Bachelor's Degree, Foreign Languages and Literatures, Latin American Studies
Trina Martucci Trina Martucci's CoBiz Insurance Experience October 2012 - February 2013
Job Director of Employee Benefits at Patra Corporation
Industry Insurance
Experience
Patra Corporation May 2015 - Present
Prudential Financial August 2014 - January 2015
Aon May 2013 - August 2014
CoBiz Insurance October 2012 - February 2013
Lockton Companies October 2006 - October 2012
Self-Employed December 2005 - October 2006
EDS Group (Formerly Towers Perrin Administration Solutions) June 2003 - December 2005
EchoStar Corporation July 2002 - June 2003
McKesson January 1998 - May 2002
Scientific Software (SSI) June 1994 - January 1998
Skills
Benefits Administration, Employee Relations, Recruiting, Performance Management, Insurance, Health Insurance, Deferred Compensation, Management, Employee Benefits, COBRA, Disability Insurance, Account Management, Mergers & Acquisitions, Open Enrollment, Payroll, Customer Service, Program Management, Absence Administration
Education
University of Denver 1993 — 2000
Bachelors, Business Administration
Lander Valley High School 1976 — 1980
Patra Corporation May 2015 - Present
Prudential Financial August 2014 - January 2015
Aon May 2013 - August 2014
CoBiz Insurance October 2012 - February 2013
Lockton Companies October 2006 - October 2012
Self-Employed December 2005 - October 2006
EDS Group (Formerly Towers Perrin Administration Solutions) June 2003 - December 2005
EchoStar Corporation July 2002 - June 2003
McKesson January 1998 - May 2002
Scientific Software (SSI) June 1994 - January 1998
Skills
Benefits Administration, Employee Relations, Recruiting, Performance Management, Insurance, Health Insurance, Deferred Compensation, Management, Employee Benefits, COBRA, Disability Insurance, Account Management, Mergers & Acquisitions, Open Enrollment, Payroll, Customer Service, Program Management, Absence Administration
Education
University of Denver 1993 — 2000
Bachelors, Business Administration
Lander Valley High School 1976 — 1980
Kristen Deevy's CoBiz Insurance Experience July 2010 - September 2015
Job Managing Director, Helping to create successful retirement plan outcomes 720 289 3833
Industry Financial Services
Experience
Strategic Retirement Partners September 2015 - Present
National Association of Plan Advisors January 2013 - Present
CoBiz Insurance July 2010 - September 2015
Grant Ranch Swim Team 2012 - 2013
Alpha Chi Omega Fraternity, Inc. June 2010 - June 2012
ING August 2004 - July 2010
Great-West Financial November 1997 - July 2004
Skills
Profit Sharing, Fiduciary Management, Employee Benefits, Finance, 401k, Insurance, Series 63, Investments, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Pensions, Securities, Leadership, Management, Investment Management
Education
The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education 2011 — 2013
C(k)P Certified 401(k) Professional
University of Colorado at Boulder - Leeds School of Business 1988 — 1992
BS Business Administration, Finance
Los Gatos High School 1984 — 1988
Strategic Retirement Partners September 2015 - Present
National Association of Plan Advisors January 2013 - Present
CoBiz Insurance July 2010 - September 2015
Grant Ranch Swim Team 2012 - 2013
Alpha Chi Omega Fraternity, Inc. June 2010 - June 2012
ING August 2004 - July 2010
Great-West Financial November 1997 - July 2004
Skills
Profit Sharing, Fiduciary Management, Employee Benefits, Finance, 401k, Insurance, Series 63, Investments, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Pensions, Securities, Leadership, Management, Investment Management
Education
The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education 2011 — 2013
C(k)P Certified 401(k) Professional
University of Colorado at Boulder - Leeds School of Business 1988 — 1992
BS Business Administration, Finance
Los Gatos High School 1984 — 1988
Jenine Woody Jenine Woody's CoBiz Insurance Experience April 2005 - July 2010
Job at
Industry Insurance
Experience
Willis Personal Lines, LLC August 2015 - Present
Peliton Insurance July 2012 - August 2015
Colorado Professionals Insurance December 2010 - July 2012
CoBiz Insurance April 2005 - July 2010
Brown & Brown Insurance December 2001 - April 2005
Skills
Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Legal Liability, Homeowners, Underwriting, Brokers, Umbrella Insurance, Casualty, Commercial Lines, Liability, Account Management, Employee Benefits, Employment Practices..., Excess, New Business Development, Workers Compensation, Casualty Insurance
Education
Mark Keppel HS
Communication, General
UCLA
Communication, General
Willis Personal Lines, LLC August 2015 - Present
Peliton Insurance July 2012 - August 2015
Colorado Professionals Insurance December 2010 - July 2012
CoBiz Insurance April 2005 - July 2010
Brown & Brown Insurance December 2001 - April 2005
Skills
Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Legal Liability, Homeowners, Underwriting, Brokers, Umbrella Insurance, Casualty, Commercial Lines, Liability, Account Management, Employee Benefits, Employment Practices..., Excess, New Business Development, Workers Compensation, Casualty Insurance
Education
Mark Keppel HS
Communication, General
UCLA
Communication, General
Erin Chichester Tucker Erin Chichester Tucker's CoBiz Insurance Experience April 2013 - Present
Job Account Manager at CoBiz Insurance
Industry Hospitality
Experience
CoBiz Insurance April 2013 - Present
The Reed Group August 2011 - April 2013
Red Book Solutions- The Manager's Red Book January 2009 - August 2011
Seasons at Sandpoint October 2007 - October 2008
The Continental Group June 2005 - October 2007
Marriott June 2003 - June 2005
Schaeffer Eye Center March 2002 - January 2003
Thompson Publishing Group October 2000 - November 2001
Just For Feet Headquarters October 1996 - January 2000
The Ritz-Carlton Hotel Company April 1995 - October 1996
Skills
Leadership, Marketing, Training, Team Building, Recruiting, Vendor Management, Account Management, Employee Relations, Management, CRM, Retail, Sales, Merchandising, Human Resources, Customer Service, Customer Satisfaction
Education
Georgia Southern University 1990 — 1995
BS, Hotel Restaurant and Resort Management, Minor: Business
CoBiz Insurance April 2013 - Present
The Reed Group August 2011 - April 2013
Red Book Solutions- The Manager's Red Book January 2009 - August 2011
Seasons at Sandpoint October 2007 - October 2008
The Continental Group June 2005 - October 2007
Marriott June 2003 - June 2005
Schaeffer Eye Center March 2002 - January 2003
Thompson Publishing Group October 2000 - November 2001
Just For Feet Headquarters October 1996 - January 2000
The Ritz-Carlton Hotel Company April 1995 - October 1996
Skills
Leadership, Marketing, Training, Team Building, Recruiting, Vendor Management, Account Management, Employee Relations, Management, CRM, Retail, Sales, Merchandising, Human Resources, Customer Service, Customer Satisfaction
Education
Georgia Southern University 1990 — 1995
BS, Hotel Restaurant and Resort Management, Minor: Business
Deborah J. Gray Deborah J. Gray's CoBiz Insurance Experience January 2006 - Present
Job Chief Operations Officer
Industry Insurance
Experience
CoBiz Insurance January 2006 - Present
HRH Insurance June 1996 - December 2005
HRH Insurance June 1996 - December 2005
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Umbrella Insurance, Health Insurance, Operations Management, Operational Planning, Insurance Agency..., Agency Leadership, Project Management, Team Management, Management, Budget Process, Budgets, Budget Monitoring, Budget Forecasts, Performance Management, Performance Improvement, Performance Appraisal, Marketing Strategy, Streamlining Operations, Paperless, Underwriting, Workers Compensation, Insurance, Casualty Insurance, Employee Benefits, Liability, Risk Management, Strategic Planning
Education
Arizona State University 1991 — 1993
BA, Liberal Arts
CoBiz Insurance January 2006 - Present
HRH Insurance June 1996 - December 2005
HRH Insurance June 1996 - December 2005
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Umbrella Insurance, Health Insurance, Operations Management, Operational Planning, Insurance Agency..., Agency Leadership, Project Management, Team Management, Management, Budget Process, Budgets, Budget Monitoring, Budget Forecasts, Performance Management, Performance Improvement, Performance Appraisal, Marketing Strategy, Streamlining Operations, Paperless, Underwriting, Workers Compensation, Insurance, Casualty Insurance, Employee Benefits, Liability, Risk Management, Strategic Planning
Education
Arizona State University 1991 — 1993
BA, Liberal Arts
Laura Rabner Laura Rabner's CoBiz Insurance Experience October 2014 - Present
Job Assistant Account Manager at Peliton
Industry Insurance
Experience
CoBiz Insurance October 2014 - Present
Peliton April 2012 - October 2014
Peliton Insurance Group June 2002 - January 2013
Outlets at Castle Rock June 2011 - April 2012
South Metro Denver Chamber of Commerce April 2010 - June 2011
South Metro Denver Chamber of Commerce November 2009 - April 2010
English Training Schools & Test Preparation Centers June 2007 - September 2009
Denver Zoo May 2005 - June 2007
Central City Opera House Association May 2004 - August 2004
Skills
Non-profits, Fundraising, Social Media, Event Planning, Management, Nonprofits, Sales, Training, Customer Service, Advertising, Strategic Planning, Event Management, Leadership, Budgets, Marketing, Public Speaking, Team Building, Leadership Development, Community Outreach, Volunteer Management, Coaching, Retail, Small Business, Social Media Marketing, Program Management, Social Networking, Public Relations, Microsoft Word, Marketing Communications, Account Management, Business Development
Education
University of Northern Colorado 2003 — 2007
Liberal Arts, English, History
University of Northern Colorado 2003 — 2007
BA, Liberal Arts
University of Northern Colorado 2003 — 2007
BA, Liberal Arts
CoBiz Insurance October 2014 - Present
Peliton April 2012 - October 2014
Peliton Insurance Group June 2002 - January 2013
Outlets at Castle Rock June 2011 - April 2012
South Metro Denver Chamber of Commerce April 2010 - June 2011
South Metro Denver Chamber of Commerce November 2009 - April 2010
English Training Schools & Test Preparation Centers June 2007 - September 2009
Denver Zoo May 2005 - June 2007
Central City Opera House Association May 2004 - August 2004
Skills
Non-profits, Fundraising, Social Media, Event Planning, Management, Nonprofits, Sales, Training, Customer Service, Advertising, Strategic Planning, Event Management, Leadership, Budgets, Marketing, Public Speaking, Team Building, Leadership Development, Community Outreach, Volunteer Management, Coaching, Retail, Small Business, Social Media Marketing, Program Management, Social Networking, Public Relations, Microsoft Word, Marketing Communications, Account Management, Business Development
Education
University of Northern Colorado 2003 — 2007
Liberal Arts, English, History
University of Northern Colorado 2003 — 2007
BA, Liberal Arts
University of Northern Colorado 2003 — 2007
BA, Liberal Arts
Crystal McCracken Crystal McCracken's CoBiz Insurance Experience September 2014 - Present
Job CISR
Industry Insurance
Experience
CoBiz Insurance September 2014 - Present
Philadelphia Insurance Companies September 2006 - January 2014
John Klassen Insurance Agency-American Family Insurance May 2003 - June 2006
Farmers Insurance Group Steve Whittaker Agency June 2001 - May 2003
Enterprise Rent-A-Car October 1999 - June 2001
Skills
Insurance, Property & Casualty..., Casualty, Commercial Insurance, Umbrella Insurance, Employment Practices..., Commercial Lines, D&O, Professional Liability, Underwriting, General Insurance, Legal Liability, Liability, Inland Marine, Directors & Officers...
Education
Texas Tech University 1994 — 1999
Bachelor of Science, Human Development & Food Nutrition
CoBiz Insurance September 2014 - Present
Philadelphia Insurance Companies September 2006 - January 2014
John Klassen Insurance Agency-American Family Insurance May 2003 - June 2006
Farmers Insurance Group Steve Whittaker Agency June 2001 - May 2003
Enterprise Rent-A-Car October 1999 - June 2001
Skills
Insurance, Property & Casualty..., Casualty, Commercial Insurance, Umbrella Insurance, Employment Practices..., Commercial Lines, D&O, Professional Liability, Underwriting, General Insurance, Legal Liability, Liability, Inland Marine, Directors & Officers...
Education
Texas Tech University 1994 — 1999
Bachelor of Science, Human Development & Food Nutrition
Jessica Roscoe's CoBiz Insurance Experience August 2014 - August 2015
Job Commercial Lines Account Manager
Industry Insurance
Experience
CoBiz Insurance August 2014 - August 2015
Sisk & Co. March 2011 - April 2014
COUNTRY ® Financial May 2010 - March 2011
Steamboat Resort May 2008 - April 2010
Skills
Account Management, Customer Service, Insurance, New Business Development, Commercial Insurance, Management, Workers Compensation, Sales
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance, Graduated with Honors - Cum Laude
CoBiz Insurance August 2014 - August 2015
Sisk & Co. March 2011 - April 2014
COUNTRY ® Financial May 2010 - March 2011
Steamboat Resort May 2008 - April 2010
Skills
Account Management, Customer Service, Insurance, New Business Development, Commercial Insurance, Management, Workers Compensation, Sales
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance, Graduated with Honors - Cum Laude
Rebekah Johnstone's CoBiz Insurance Experience March 2015 - Present
Job Senior Account Manager at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance March 2015 - Present
Willis January 2015 - March 2015
Willis January 2012 - April 2014
Poms & Associates January 2010 - 2012
Moody Insurance Agency April 2007 - December 2009
Education
The University of Kansas 2001 — 2005
CoBiz Insurance March 2015 - Present
Willis January 2015 - March 2015
Willis January 2012 - April 2014
Poms & Associates January 2010 - 2012
Moody Insurance Agency April 2007 - December 2009
Education
The University of Kansas 2001 — 2005
Barry Singer's CoBiz Insurance Experience January 2009 - June 2010
Job Organization, Sales & Marketing at Consultant
Industry Marketing and Advertising
Experience
Consultant June 2010 - Present
Payroll & HR Outsourcing Consulting January 2009 - Present
Summit Insurance Advisors June 2010 - Present
CoBiz Insurance January 2009 - June 2010
Seniors' Choice at Home January 2006 - January 2009
Compupay 1992 - 2009
Magazine Advertising Sales 1984 - 1992
Advertising Agencies 1984 - 1984
Skills
Selling, Marketing, Insurance, Advertising, Team Building, Sales, Commercial Insurance, Event Planning, Finance, Direct Sales, Small Business, Property & Casualty..., Nonprofits, Human Resources, Account Management, Marketing Strategy, Radio, Networking, Customer Service, Advertising Sales, Lead Generation, Integrated Marketing, Direct Marketing, Entrepreneurship, Email Marketing, Online Marketing, Strategic Partnerships, Salesforce.com, Trade Shows, New Business Development
Education
City University of New York
B.A., Communications
Consultant June 2010 - Present
Payroll & HR Outsourcing Consulting January 2009 - Present
Summit Insurance Advisors June 2010 - Present
CoBiz Insurance January 2009 - June 2010
Seniors' Choice at Home January 2006 - January 2009
Compupay 1992 - 2009
Magazine Advertising Sales 1984 - 1992
Advertising Agencies 1984 - 1984
Skills
Selling, Marketing, Insurance, Advertising, Team Building, Sales, Commercial Insurance, Event Planning, Finance, Direct Sales, Small Business, Property & Casualty..., Nonprofits, Human Resources, Account Management, Marketing Strategy, Radio, Networking, Customer Service, Advertising Sales, Lead Generation, Integrated Marketing, Direct Marketing, Entrepreneurship, Email Marketing, Online Marketing, Strategic Partnerships, Salesforce.com, Trade Shows, New Business Development
Education
City University of New York
B.A., Communications
Ed Gwozdz's CoBiz Insurance Experience 2003 - June 2013
Job Principal at Taylor Wells Insurance
Industry Insurance
Experience
Taylor Wells Insurance September 2013 - Present
Independant Insurance Advisor June 2013 - September 2013
CoBiz Insurance 2003 - June 2013
Skills
Professional Liability, Liability, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Employment Practices..., Umbrella Insurance, Legal Liability, Casualty, Brokers, Workers Compensation, Commercial Lines, Life Insurance, Health Insurance, Inland Marine
Education
Arizona State University 1980 — 1984
BS, Marketing
Sahuaro High School 1974 — 1977
Taylor Wells Insurance September 2013 - Present
Independant Insurance Advisor June 2013 - September 2013
CoBiz Insurance 2003 - June 2013
Skills
Professional Liability, Liability, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Employment Practices..., Umbrella Insurance, Legal Liability, Casualty, Brokers, Workers Compensation, Commercial Lines, Life Insurance, Health Insurance, Inland Marine
Education
Arizona State University 1980 — 1984
BS, Marketing
Sahuaro High School 1974 — 1977
John Milek's CoBiz Insurance Experience Sr. VPCoBiz Financial1983 - Present
Job Chairman at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance Sr. VPCoBiz Financial1983 - Present
Skills
Strategic Planning, Underwriting, Insurance, Employee Benefits, Investments, Financial Analysis, Property & Casualty..., Finance, Professional Liability, Mutual Funds, Risk Management
Education
University of Colorado Boulder
CoBiz Insurance Sr. VPCoBiz Financial1983 - Present
Skills
Strategic Planning, Underwriting, Insurance, Employee Benefits, Investments, Financial Analysis, Property & Casualty..., Finance, Professional Liability, Mutual Funds, Risk Management
Education
University of Colorado Boulder
Tyler Brocato's CoBiz Insurance Experience January 2015 - Present
Job Senior Retirement Plan Consultant at CoBiz Insurance
Industry Investment Management
Experience
CoBiz Insurance January 2015 - Present
Great-West Financial October 2013 - January 2015
Van Gilder October 2009 - August 2013
Van Gilder Insurance January 2009 - October 2009
Skills
Retirement Planning, Coaching, Employee Benefits, Property & Casualty..., Commercial Insurance, Life Insurance, Benefits Administration, Sales, Risk Management, Insurance, Series 7, Series 66, 401k Rollovers, 403(b), 401(k), 457 Plans
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finace
CoBiz Insurance January 2015 - Present
Great-West Financial October 2013 - January 2015
Van Gilder October 2009 - August 2013
Van Gilder Insurance January 2009 - October 2009
Skills
Retirement Planning, Coaching, Employee Benefits, Property & Casualty..., Commercial Insurance, Life Insurance, Benefits Administration, Sales, Risk Management, Insurance, Series 7, Series 66, 401k Rollovers, 403(b), 401(k), 457 Plans
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finace
Cody Purdy's CoBiz Insurance Experience October 2012 - June 2013
Job Account Executive at IMA Financial Group, Inc.
Industry Insurance
Experience
IMA Financial Group, Inc. August 2015 - Present
IMA Financial Group, Inc. May 2014 - Present
Gallagher Benefit Services October 2013 - May 2014
CoBiz Insurance October 2012 - June 2013
Hays Companies of Denver August 2008 - October 2012
Maid Rite- Columbia Mall July 2007 - April 2008
State Senator Lager January 2007 - June 2007
Missouri State Senate Campaign May 2006 - November 2006
Churchill's August 2003 - May 2006
Skills
Benefits Administration, Research, Insurance, Finance, Marketing, Employee Benefits
Education
University of Missouri-Columbia 2002 — 2006
B.A, Political Science
IMA Financial Group, Inc. August 2015 - Present
IMA Financial Group, Inc. May 2014 - Present
Gallagher Benefit Services October 2013 - May 2014
CoBiz Insurance October 2012 - June 2013
Hays Companies of Denver August 2008 - October 2012
Maid Rite- Columbia Mall July 2007 - April 2008
State Senator Lager January 2007 - June 2007
Missouri State Senate Campaign May 2006 - November 2006
Churchill's August 2003 - May 2006
Skills
Benefits Administration, Research, Insurance, Finance, Marketing, Employee Benefits
Education
University of Missouri-Columbia 2002 — 2006
B.A, Political Science
Brenda Bealmear's CoBiz Insurance Experience August 2010 - May 2011
Job Vice President of Client Services at Denver Management Advisors, Inc.
Industry Insurance
Experience
Denver Management Advisors, Inc. July 2012 - Present
Holmes Murphy & Associates July 2011 - June 2012
CoBiz Insurance August 2010 - May 2011
Colonial Life March 2010 - July 2010
Mutual of Omaha October 1997 - October 2009
Great West Corporate Housing February 1997 - September 1997
Education
Colorado State University 1992 — 1995
Bachelor of Science, Consumer Science; Finance emphasis
Northeastern Junior College
Associate of Applied Science, Marketing Management
Denver Management Advisors, Inc. July 2012 - Present
Holmes Murphy & Associates July 2011 - June 2012
CoBiz Insurance August 2010 - May 2011
Colonial Life March 2010 - July 2010
Mutual of Omaha October 1997 - October 2009
Great West Corporate Housing February 1997 - September 1997
Education
Colorado State University 1992 — 1995
Bachelor of Science, Consumer Science; Finance emphasis
Northeastern Junior College
Associate of Applied Science, Marketing Management
Sherri Scudder's CoBiz Insurance Experience April 2014 - Present
Job Account Manager at CoBiz Insurance
Industry Human Resources
Experience
CoBiz Insurance April 2014 - Present
The Delphi Group June 2008 - January 2012
The Delphi Group June 2008 - January 2012
Employer Services Group May 2007 - May 2008
Employer Services Group 2007 - 2008
Vistar Corporation March 2005 - December 2005
Level 3 Communications November 2004 - February 2005
Alta Colleges March 2004 - August 2004
American Medical Response July 2000 - March 2003
American Medical Response March 1998 - March 2003
Skills
Employee Benefits, COBRA, Health Insurance, New Hire Orientations, HRIS, Disability Insurance, Management, FMLA, Workers Compensation, Health Savings Accounts, Administration, Time Management
Education
Arapahoe Community College
CoBiz Insurance April 2014 - Present
The Delphi Group June 2008 - January 2012
The Delphi Group June 2008 - January 2012
Employer Services Group May 2007 - May 2008
Employer Services Group 2007 - 2008
Vistar Corporation March 2005 - December 2005
Level 3 Communications November 2004 - February 2005
Alta Colleges March 2004 - August 2004
American Medical Response July 2000 - March 2003
American Medical Response March 1998 - March 2003
Skills
Employee Benefits, COBRA, Health Insurance, New Hire Orientations, HRIS, Disability Insurance, Management, FMLA, Workers Compensation, Health Savings Accounts, Administration, Time Management
Education
Arapahoe Community College
Jenny Broomhall's CoBiz Insurance Experience April 2014 - Present
Job Select Business Insurance Professional
Industry Insurance
Experience
CoBiz Insurance April 2014 - Present
CoBiz Insurance March 2012 - April 2014
CoBiz Insurance July 2010 - March 2012
CoBiz Insurance March 2006 - July 2010
CoBiz Insurance December 2003 - March 2006
Skills
Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Liability, Casualty, Commercial Lines, Brokers, Commercial Insurance, Customer Service, Legal Liability, Professional Liability, Employment Practices..., Disability Insurance, Workers Compensation, Casualty Insurance, General Insurance
Education
University of Central Florida 1993 — 1998
BS, Marketing
CoBiz Insurance April 2014 - Present
CoBiz Insurance March 2012 - April 2014
CoBiz Insurance July 2010 - March 2012
CoBiz Insurance March 2006 - July 2010
CoBiz Insurance December 2003 - March 2006
Skills
Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Liability, Casualty, Commercial Lines, Brokers, Commercial Insurance, Customer Service, Legal Liability, Professional Liability, Employment Practices..., Disability Insurance, Workers Compensation, Casualty Insurance, General Insurance
Education
University of Central Florida 1993 — 1998
BS, Marketing
Paul Boehm's CoBiz Insurance Experience November 2005 - November 2014
Job Senior Vice President
Industry Insurance
Experience
OnPoint Underwriting February 2015 - Present
CoBiz Insurance November 2005 - November 2014
BNC Insurance April 2003 - November 2005
St.Paul Insurance Company September 1994 - April 2003
St. Paul Insurance Company May 1998 - June 2000
Aetna Life & Casualty Insurance Company July 1986 - October 1992
Skills
Commercial Insurance, Workers Compensation, Insurance, Underwriting, Strategic Planning, Property & Casualty..., Agents & Brokers, Brokers, Liability, Professional Liability, Casualty Insurance, General Insurance, Legal Liability, Umbrella Insurance, Management, Risk Management
Education
Central College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
OnPoint Underwriting February 2015 - Present
CoBiz Insurance November 2005 - November 2014
BNC Insurance April 2003 - November 2005
St.Paul Insurance Company September 1994 - April 2003
St. Paul Insurance Company May 1998 - June 2000
Aetna Life & Casualty Insurance Company July 1986 - October 1992
Skills
Commercial Insurance, Workers Compensation, Insurance, Underwriting, Strategic Planning, Property & Casualty..., Agents & Brokers, Brokers, Liability, Professional Liability, Casualty Insurance, General Insurance, Legal Liability, Umbrella Insurance, Management, Risk Management
Education
Central College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kristin Fischer's CoBiz Insurance Experience December 2006 - Present
Job Senior Account Executive at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance December 2006 - Present
Skills
Brokers, COBRA, Flexible Spending..., Health Savings Accounts, Life Insurance, Term Life Insurance, Workers Compensation, Benefits Administration, Account Management, Open Enrollment, Strategic Planning, Claim, Employee Benefits, Health Insurance, Insurance, Retirement, Underwriting
Education
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Business Administration/ Concentration in Human Resources
CoBiz Insurance December 2006 - Present
Skills
Brokers, COBRA, Flexible Spending..., Health Savings Accounts, Life Insurance, Term Life Insurance, Workers Compensation, Benefits Administration, Account Management, Open Enrollment, Strategic Planning, Claim, Employee Benefits, Health Insurance, Insurance, Retirement, Underwriting
Education
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Business Administration/ Concentration in Human Resources
Pam Leibfried's CoBiz Insurance Experience February 2006 - July 2010
Job Senior Account Manager at The Wright Group Services
Industry Insurance
Experience
The Wright Group Services July 2010 - Present
CoBiz Insurance February 2006 - July 2010
Great-West Healthcare July 2001 - February 2006
The Segal Company September 1999 - July 2001
The Human Resource Company, Inc. August 1998 - August 1999
TKI Foods, Inc. December 1996 - August 1998
Skills
Health Insurance, Employee Benefits, Life Insurance, Insurance, Disability Insurance, Commercial Insurance, Health Savings Accounts, Underwriting, COBRA, Brokers, Benefits Administration, Customer Service, Management, Account Management
Education
University of Illinois Springfield 1995 — 1997
BA, Management, Psychology
The Wright Group Services July 2010 - Present
CoBiz Insurance February 2006 - July 2010
Great-West Healthcare July 2001 - February 2006
The Segal Company September 1999 - July 2001
The Human Resource Company, Inc. August 1998 - August 1999
TKI Foods, Inc. December 1996 - August 1998
Skills
Health Insurance, Employee Benefits, Life Insurance, Insurance, Disability Insurance, Commercial Insurance, Health Savings Accounts, Underwriting, COBRA, Brokers, Benefits Administration, Customer Service, Management, Account Management
Education
University of Illinois Springfield 1995 — 1997
BA, Management, Psychology
Cheryl Schaefer's CoBiz Insurance Experience October 2008 - Present
Job
Industry Insurance
Experience
CoBiz Insurance October 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Healthcare Management, Microsoft Word, Clinical Research, EMR, PowerPoint, Public Speaking, EHR, Healthcare, Healthcare Information..., Hospitals, Medicine, Strategic Planning, Medical Education
Education
Davenport University
Associate of Science (AS), Accounting
Michigan State University
Bachelor of Arts (BA), Communication, General
CoBiz Insurance October 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Healthcare Management, Microsoft Word, Clinical Research, EMR, PowerPoint, Public Speaking, EHR, Healthcare, Healthcare Information..., Hospitals, Medicine, Strategic Planning, Medical Education
Education
Davenport University
Associate of Science (AS), Accounting
Michigan State University
Bachelor of Arts (BA), Communication, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO