Insight Financial
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Insight Financial Employees
Employee
Years
Job
Industry
Jeff Sommer Jeff Sommer's Insight Financial Experience 2003 - 2012
Job B2B leader with excellent financial, strategic, operational, and communication skills that drive profitable growth.
Industry Logistics and Supply Chain
Experience
XPO Logistics, Inc. 2013 - Present
Covered Logistics & Transportation LLC 2012 - 2013
Insight Financial 2003 - 2012
Green Dream Group, LLC 2010 - 2010
Insight Financial Corporation 2001 - 2003
Skills
Leadership, Process Improvement, Finance, Strategic Planning, Management, Financial Analysis, Operations Management, Team Leadership, Managerial Finance, Asset Management, Financial Modeling, Forecasting, Credit, Investments, Loans, Mortgage Banking, Business Development, Change Management, Budgets, Sales, Customer Service, Analysis
Education
Lake Forest Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Honored as a class Valedictorian
Oregon State University 1996 — 2001
Bachelors of Science
XPO Logistics, Inc. 2013 - Present
Covered Logistics & Transportation LLC 2012 - 2013
Insight Financial 2003 - 2012
Green Dream Group, LLC 2010 - 2010
Insight Financial Corporation 2001 - 2003
Skills
Leadership, Process Improvement, Finance, Strategic Planning, Management, Financial Analysis, Operations Management, Team Leadership, Managerial Finance, Asset Management, Financial Modeling, Forecasting, Credit, Investments, Loans, Mortgage Banking, Business Development, Change Management, Budgets, Sales, Customer Service, Analysis
Education
Lake Forest Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Honored as a class Valedictorian
Oregon State University 1996 — 2001
Bachelors of Science
Molly Gibson, SPHR Molly Gibson, SPHR's Insight Financial Experience September 2000 - December 2008
Job Training Coordinator at Easter Seals, Florida
Industry Human Resources
Experience
Easter Seals, Florida October 2011 - Present
Simply Self Storage June 2009 - October 2011
Insight Financial September 2000 - December 2008
Skills
PHR Certification, Training Delivery, Social Media Marketing, Business Development, Marketing, Human Resources, Leadership Development, Coaching Staff, Instructor-led Training, Human Resource Planning, Human Resource..., Coaching, Employee Relations, Employee Engagement, Employee Training, Performance Management, Employee Recognition, Training, Benefits Administration, New Hire Orientations, Customer Service, Leadership, Team Building
Education
Villanova University
Master's degree, Human Resources Management/Personnel Administration, General
Ball State University 1992 — 1997
Bachelor of Science (BS), Business/Corporate Communications
Dekalb High School 1989 — 1992
Easter Seals, Florida October 2011 - Present
Simply Self Storage June 2009 - October 2011
Insight Financial September 2000 - December 2008
Skills
PHR Certification, Training Delivery, Social Media Marketing, Business Development, Marketing, Human Resources, Leadership Development, Coaching Staff, Instructor-led Training, Human Resource Planning, Human Resource..., Coaching, Employee Relations, Employee Engagement, Employee Training, Performance Management, Employee Recognition, Training, Benefits Administration, New Hire Orientations, Customer Service, Leadership, Team Building
Education
Villanova University
Master's degree, Human Resources Management/Personnel Administration, General
Ball State University 1992 — 1997
Bachelor of Science (BS), Business/Corporate Communications
Dekalb High School 1989 — 1992
Brittney Roberts Brittney Roberts's Insight Financial Experience 2005 - 2008
Job Marketing Professional
Industry Public Relations and Communications
Experience
The Marketing Stop July 2010 - Present
Pinnacle Financial Services 2008 - 2015
The Patient's Guide October 2011 - January 2013
Platinum Properties Investor Network September 2008 - November 2011
Platinum Properties Investor Network September 2008 - October 2009
Conversantlife.com January 2008 - May 2008
J.E. Davis Production Services 2007 - 2008
Insight Financial 2005 - 2008
Vanguard University of Southern California May 2006 - May 2007
Skills
Social Media Marketing, Email Marketing, Blogging, Web Marketing, SEO, Social Media, Event Planning, Marketing, Marketing Communications, Press Releases, Public Relations, Lead Generation, Newsletters, Online Marketing, PPC, Business Development, Content Strategy, Mobile Marketing, New Media, Online Advertising, Strategy, Social Networking, Editing, Copywriting, Digital Marketing, Account Management, Leadership, Public Speaking, Training, Corporate Communications, Marketing Strategy, Digital Media, SEM, Internet Marketing, Affiliate Marketing, Market Planning, Web Design, Sales, Video, Management, Brand Awareness, Media Relations, Facebook, Integrated Marketing, Brand Development, Content Development, Digital Strategy, Publicity, Advertising, Infusionsoft
Education
Vanguard University of Southern California 2004 — 2008
Bachelors Degree, Communication Studies
Northwest Christian School 2000 — 2004
High School Diploma
California State University-Fullerton
The Marketing Stop July 2010 - Present
Pinnacle Financial Services 2008 - 2015
The Patient's Guide October 2011 - January 2013
Platinum Properties Investor Network September 2008 - November 2011
Platinum Properties Investor Network September 2008 - October 2009
Conversantlife.com January 2008 - May 2008
J.E. Davis Production Services 2007 - 2008
Insight Financial 2005 - 2008
Vanguard University of Southern California May 2006 - May 2007
Skills
Social Media Marketing, Email Marketing, Blogging, Web Marketing, SEO, Social Media, Event Planning, Marketing, Marketing Communications, Press Releases, Public Relations, Lead Generation, Newsletters, Online Marketing, PPC, Business Development, Content Strategy, Mobile Marketing, New Media, Online Advertising, Strategy, Social Networking, Editing, Copywriting, Digital Marketing, Account Management, Leadership, Public Speaking, Training, Corporate Communications, Marketing Strategy, Digital Media, SEM, Internet Marketing, Affiliate Marketing, Market Planning, Web Design, Sales, Video, Management, Brand Awareness, Media Relations, Facebook, Integrated Marketing, Brand Development, Content Development, Digital Strategy, Publicity, Advertising, Infusionsoft
Education
Vanguard University of Southern California 2004 — 2008
Bachelors Degree, Communication Studies
Northwest Christian School 2000 — 2004
High School Diploma
California State University-Fullerton
Greg Huntsman Greg Huntsman's Insight Financial Experience 2001 - 2003
Job Business Controller at Hard Times Sales and Distribution, LLC
Industry Hospitality
Experience
Hard Times Quick Stop, LLC April 2014 - Present
OpenBook by Yellowstone Hotel Systems May 2013 - Present
Accelerate Ventures November 2012 - April 2013
CH2M HILL May 2009 - October 2012
Battelle Energy Alliance June 2006 - May 2009
Insight Financial 2001 - 2003
Merrill Lynch January 1999 - December 2000
Missao Brasil Rio De Janeiro 1983 - 1984
Skills
Contract Management, Strategic Planning, Microsoft Excel, Project Management, Sales, Project Planning, Research, Operations Management, Business Strategy, Accounting, Financial Reporting, Change Management, Team Leadership, Management Consulting, Start-ups, Program Management, Analysis, Risk Management, Budgets, Management, Strategy, Data Analysis, Forecasting, Leadership, Team Building, Training, Process Improvement
Education
Idaho State University 1986 — 1989
Bachelor of Business Administration (BBA), Finance, General
Hard Times Quick Stop, LLC April 2014 - Present
OpenBook by Yellowstone Hotel Systems May 2013 - Present
Accelerate Ventures November 2012 - April 2013
CH2M HILL May 2009 - October 2012
Battelle Energy Alliance June 2006 - May 2009
Insight Financial 2001 - 2003
Merrill Lynch January 1999 - December 2000
Missao Brasil Rio De Janeiro 1983 - 1984
Skills
Contract Management, Strategic Planning, Microsoft Excel, Project Management, Sales, Project Planning, Research, Operations Management, Business Strategy, Accounting, Financial Reporting, Change Management, Team Leadership, Management Consulting, Start-ups, Program Management, Analysis, Risk Management, Budgets, Management, Strategy, Data Analysis, Forecasting, Leadership, Team Building, Training, Process Improvement
Education
Idaho State University 1986 — 1989
Bachelor of Business Administration (BBA), Finance, General
Cameron High, IACCP Cameron High, IACCP's Insight Financial Experience October 2004 - October 2005
Job Principal and Chief Compliance Officer at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners October 2005 - Present
Insight Financial October 2004 - October 2005
Ski Swap Services January 2003 - October 2004
Skills
Strategic Planning, Investments, Finance, Customer Service, Leadership, Financial Planning, Management, Financial Analysis, Portfolio Management, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Wealth Management, Strategic Financial..., Adobe Creative Suite, Mutual Funds, Bloomberg, Series 7, Broker-Dealer, Securities, Trading, Start-ups, Investment Strategies, Venture Capital, Equities, Fixed Income, Private Equity, Insurance, Investment Advisory, Investment Company Act, 401k, Investment Advisers Act, Mergers & Acquisitions, IRAs, Due Diligence, Retirement Planning, FINRA, Retirement, Corporate Law
Education
IACCP® - National Regulatory Services 2012 — 2014
Compliance
Brigham Young University - Idaho 1999 — 2003
Bachelors, Finance Emphasizing in Investments/Banking
Yellowstone Partners October 2005 - Present
Insight Financial October 2004 - October 2005
Ski Swap Services January 2003 - October 2004
Skills
Strategic Planning, Investments, Finance, Customer Service, Leadership, Financial Planning, Management, Financial Analysis, Portfolio Management, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Wealth Management, Strategic Financial..., Adobe Creative Suite, Mutual Funds, Bloomberg, Series 7, Broker-Dealer, Securities, Trading, Start-ups, Investment Strategies, Venture Capital, Equities, Fixed Income, Private Equity, Insurance, Investment Advisory, Investment Company Act, 401k, Investment Advisers Act, Mergers & Acquisitions, IRAs, Due Diligence, Retirement Planning, FINRA, Retirement, Corporate Law
Education
IACCP® - National Regulatory Services 2012 — 2014
Compliance
Brigham Young University - Idaho 1999 — 2003
Bachelors, Finance Emphasizing in Investments/Banking
Lauren Delgado's Insight Financial Experience November 2012 - December 2012
Job Recruiter at Technicon Design
Industry Electrical/Electronic Manufacturing
Experience
Technicon Design June 2014 - Present
Insight Financial November 2012 - December 2012
Kingston Technology May 2011 - November 2012
LAUREN Consulting Group January 2004 - September 2006
Skills
Social Media, Marketing Communications, Online Advertising, Advertising, Social Media Marketing, Marketing, Facebook, Social Networking, Public Relations, YouTube, Email Marketing, Project Management
Education
Chapman University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration
Loyola Marymount University 2006 — 2011
Electrical Engineering
Technicon Design June 2014 - Present
Insight Financial November 2012 - December 2012
Kingston Technology May 2011 - November 2012
LAUREN Consulting Group January 2004 - September 2006
Skills
Social Media, Marketing Communications, Online Advertising, Advertising, Social Media Marketing, Marketing, Facebook, Social Networking, Public Relations, YouTube, Email Marketing, Project Management
Education
Chapman University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration
Loyola Marymount University 2006 — 2011
Electrical Engineering
Steve Sherer Steve Sherer's Insight Financial Experience 2011 - 2012
Job Owner at Sherer Health LLC
Industry Financial Services
Experience
Sherer Health LLC March 2013 - Present
Robertsons Publishing January 2009 - Present
JPMorgan Chase 2012 - February 2013
Insight Financial 2011 - 2012
Morgan Stanley Smith Barney May 2010 - August 2011
New Yor Athletic Club December 2008 - February 2010
Courtside Club August 2007 - December 2009
Los Gatos High School August 2007 - November 2009
Skills
Public Speaking, Customer Service, Event Planning, Sports, Wellness, Fitness, Training, Microsoft Word, Microsoft Office
Education
Michigan State University 2004 — 2005
Masters, Kinesiology
Michigan State University 2004 — 2005
Bachelor of Arts, Business and Social Science
National Academy of Sports Medicine
Certified Personal Trainer, Exercies Physiology, A
Saline
Sherer Health LLC March 2013 - Present
Robertsons Publishing January 2009 - Present
JPMorgan Chase 2012 - February 2013
Insight Financial 2011 - 2012
Morgan Stanley Smith Barney May 2010 - August 2011
New Yor Athletic Club December 2008 - February 2010
Courtside Club August 2007 - December 2009
Los Gatos High School August 2007 - November 2009
Skills
Public Speaking, Customer Service, Event Planning, Sports, Wellness, Fitness, Training, Microsoft Word, Microsoft Office
Education
Michigan State University 2004 — 2005
Masters, Kinesiology
Michigan State University 2004 — 2005
Bachelor of Arts, Business and Social Science
National Academy of Sports Medicine
Certified Personal Trainer, Exercies Physiology, A
Saline
Lee Weinstein's Insight Financial Experience June 2015 - Present
Job Principal at Insight Financial
Industry Insurance
Experience
Insight Financial June 2015 - Present
LW Solutions, Inc. March 2003 - Present
Northwestern Mutual Financial Network August 1989 - Present
Skills
Wealth Management, Defined Benefit, Retirement Planning, Disability Insurance, Insurance Planning, Long Term Care, Asset Management, Investment Advisory, Insurance, 401k, Portfolio Management, Asset Allocation, Retirement Income..., Series 7, Wealth Accumulation, Retirement Solutions, Employee Benefits, Small Business, Succession Planning, Strategic Planning, Deferred Compensation, Series 63, High Net Worth..., Estate Planning, Retirement, Investments, Fixed Annuities, Securities, Mutual Funds, Life Insurance, Strategic Financial..., Investment Strategies, Finance, FINRA, Financial Services, Investment Management, Alternative Investments, Fixed Income, Bonds, Financial Planning
Education
University of Michigan 1985 — 1989
Bachelors, Organizational Management and Industrial Relations
Insight Financial June 2015 - Present
LW Solutions, Inc. March 2003 - Present
Northwestern Mutual Financial Network August 1989 - Present
Skills
Wealth Management, Defined Benefit, Retirement Planning, Disability Insurance, Insurance Planning, Long Term Care, Asset Management, Investment Advisory, Insurance, 401k, Portfolio Management, Asset Allocation, Retirement Income..., Series 7, Wealth Accumulation, Retirement Solutions, Employee Benefits, Small Business, Succession Planning, Strategic Planning, Deferred Compensation, Series 63, High Net Worth..., Estate Planning, Retirement, Investments, Fixed Annuities, Securities, Mutual Funds, Life Insurance, Strategic Financial..., Investment Strategies, Finance, FINRA, Financial Services, Investment Management, Alternative Investments, Fixed Income, Bonds, Financial Planning
Education
University of Michigan 1985 — 1989
Bachelors, Organizational Management and Industrial Relations
Matt Hansen's Insight Financial Experience April 2003 - December 2010
Job Wealth Management at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners August 2014 - Present
Arthur J. Gallagher & Co. January 2011 - August 2014
Insight Resources April 2003 - December 2010
Insight Financial April 2003 - December 2010
Skills
Benefits Design, Risk Management, Employee Relations, Productivity Coaching, Employee Benefits, Insurance, Long-term Care, Disability Insurance, Health Insurance
Education
Utah State University - Jon M. Huntsman School of Business 1998 — 2000
Brigham Young University - Idaho 1997 — 1999
business
Yellowstone Partners August 2014 - Present
Arthur J. Gallagher & Co. January 2011 - August 2014
Insight Resources April 2003 - December 2010
Insight Financial April 2003 - December 2010
Skills
Benefits Design, Risk Management, Employee Relations, Productivity Coaching, Employee Benefits, Insurance, Long-term Care, Disability Insurance, Health Insurance
Education
Utah State University - Jon M. Huntsman School of Business 1998 — 2000
Brigham Young University - Idaho 1997 — 1999
business
Jim Mulkey's Insight Financial Experience May 1994 - January 2012
Job Managing Partner at Lease Finance Funding LLC
Industry Financial Services
Experience
Lease Finance Funding February 2012 - Present
Insight Financial May 1994 - January 2012
LINC Scientific Leasing November 1987 - April 1995
Scientific Leasing September 1981 - 1987
GE Capital September 1975 - June 1981
Skills
Direct Sales, Loans, Credit, Sales Operations, Solution Selling, Relationship Management, Sales, Strategy, Healthcare, Sales Management, Management, Finance, Budgets, Selling, Mergers & Acquisitions, Portfolio Management, Financial Services, Customer Retention, Mergers, Call Centers, New Business Development, Marketing, Customer Satisfaction, Cross Selling, Managed Services, SaaS, Telecommunications
Education
University of Missouri-Columbia 1974 — 1975
BS, Marketing
Lease Finance Funding February 2012 - Present
Insight Financial May 1994 - January 2012
LINC Scientific Leasing November 1987 - April 1995
Scientific Leasing September 1981 - 1987
GE Capital September 1975 - June 1981
Skills
Direct Sales, Loans, Credit, Sales Operations, Solution Selling, Relationship Management, Sales, Strategy, Healthcare, Sales Management, Management, Finance, Budgets, Selling, Mergers & Acquisitions, Portfolio Management, Financial Services, Customer Retention, Mergers, Call Centers, New Business Development, Marketing, Customer Satisfaction, Cross Selling, Managed Services, SaaS, Telecommunications
Education
University of Missouri-Columbia 1974 — 1975
BS, Marketing