Leavitt Group
Industry: Insurance company
DescriptionThe Leavitt Group is an organization of affiliated independent insurance agencies with over 115 locations across the United States. According to their corporate website, The Leavitt Group was founded in 1952 when Dixie Leavitt opened an insurance agency in the town of Cedar City, Utah. Founded: 1962 Subsidiaries: United Valley Insurance Services, Inc.,
Leavitt Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Leavitt Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Leavitt Group Employees
Employee
Years
Job
Industry
Anah Lawrence Anah Lawrence's Leavitt Group Experience November 2014 - Present
Job Personal Lines Account Manager at Leavitt Group
Industry Insurance
Experience
Leavitt Group November 2014 - Present
Smart Insurance Solutions December 2011 - November 2014
Family Health Care August 2006 - December 2011
Skills
Personal Lines..., Client Billing, Customer Service, Customer Satisfaction, Property & Casualty..., Medical Terminology, Medical Billing
Education
The University of Montana 2005 — 2006
Medical Support
Flathead Valley Community College 2003 — 2005
Associate of Arts (A.A.), Secondary Education and Teaching
Leavitt Group November 2014 - Present
Smart Insurance Solutions December 2011 - November 2014
Family Health Care August 2006 - December 2011
Skills
Personal Lines..., Client Billing, Customer Service, Customer Satisfaction, Property & Casualty..., Medical Terminology, Medical Billing
Education
The University of Montana 2005 — 2006
Medical Support
Flathead Valley Community College 2003 — 2005
Associate of Arts (A.A.), Secondary Education and Teaching
Janae Shepherd Janae Shepherd's Leavitt Group Experience January 2007 - November 2008
Job Graphic Designer at Pink Tar
Industry Graphic Design
Experience
GroFire November 2010 - Present
Pink Tar December 2008 - Present
elan woman magazine January 2008 - November 2009
Leavitt Group January 2007 - November 2008
Skills
Layout, Adobe Creative Suite, Graphic Design, Mac, InDesign, Typography, Photography, Logo Design, Branding & Identity, Photoshop, Illustrator, Brochures, Graphics, Business Cards, Branding, Invitations, Photo Editing, Web Design, Advertising, Marketing, Magazines, Flyers
Education
Southern Utah University 2003 — 2008
BFA, Graphic Design
GroFire November 2010 - Present
Pink Tar December 2008 - Present
elan woman magazine January 2008 - November 2009
Leavitt Group January 2007 - November 2008
Skills
Layout, Adobe Creative Suite, Graphic Design, Mac, InDesign, Typography, Photography, Logo Design, Branding & Identity, Photoshop, Illustrator, Brochures, Graphics, Business Cards, Branding, Invitations, Photo Editing, Web Design, Advertising, Marketing, Magazines, Flyers
Education
Southern Utah University 2003 — 2008
BFA, Graphic Design
Chad Young Chad Young's Leavitt Group Experience August 2014 - Present
Job Regional Controller's Assistant at Leavitt Group
Industry Insurance
Experience
Leavitt Group August 2014 - Present
Skills
Accounting, Customer Service, GAAP, Risk Management, Strategic Planning, Social Networking, Sales, Financial Reporting, Account Management, Team Building, Leadership, Team Management, Time Management, Commercial Insurance, Leadership Development, PowerPoint, Public Speaking, Management, Financial Accounting, Microsoft Word, Auditing, Microsoft Office, Microsoft Excel
Education
Southern Utah University 2010 — 2016
Bachelor of Science (BS), Accounting
Leavitt Group August 2014 - Present
Skills
Accounting, Customer Service, GAAP, Risk Management, Strategic Planning, Social Networking, Sales, Financial Reporting, Account Management, Team Building, Leadership, Team Management, Time Management, Commercial Insurance, Leadership Development, PowerPoint, Public Speaking, Management, Financial Accounting, Microsoft Word, Auditing, Microsoft Office, Microsoft Excel
Education
Southern Utah University 2010 — 2016
Bachelor of Science (BS), Accounting
Jenni Orton's Leavitt Group Experience February 2010 - August 2011
Job Foot Zone Therapist & Lifestyle Educator at Advanced Health Clinic
Industry Alternative Medicine
Experience
Advanced Health Clinic September 2014 - Present
Rejuvenating Soles August 2013 - Present
GBS Benefits, Inc. August 2011 - August 2013
Leavitt Group February 2010 - August 2011
Leavitt Group Benefits Services May 2007 - May 2008
Southern Utah University September 2005 - May 2007
Southern Utah University February 2004 - May 2007
Skills
Foot Zone Therapy, Emotional Clearing, Energy Healing, Essential Oils, Holistic Life Coaching, Holistic Health, Holistic Medicine, Reflexology, Health Insurance, Employee Benefits, Insurance, Microsoft Excel, Public Speaking, Event Planning, Microsoft Word, Customer Relations, Casualty, Customer Service, Sales, Marketing, Training, Team Building, Management, Strategic Planning, Account Management
Education
Southern Utah University 2003 — 2007
Bachelors of Science, Communication
Cedar City High School 2000 — 2003
High School Diploma
Advanced Health Clinic September 2014 - Present
Rejuvenating Soles August 2013 - Present
GBS Benefits, Inc. August 2011 - August 2013
Leavitt Group February 2010 - August 2011
Leavitt Group Benefits Services May 2007 - May 2008
Southern Utah University September 2005 - May 2007
Southern Utah University February 2004 - May 2007
Skills
Foot Zone Therapy, Emotional Clearing, Energy Healing, Essential Oils, Holistic Life Coaching, Holistic Health, Holistic Medicine, Reflexology, Health Insurance, Employee Benefits, Insurance, Microsoft Excel, Public Speaking, Event Planning, Microsoft Word, Customer Relations, Casualty, Customer Service, Sales, Marketing, Training, Team Building, Management, Strategic Planning, Account Management
Education
Southern Utah University 2003 — 2007
Bachelors of Science, Communication
Cedar City High School 2000 — 2003
High School Diploma
Krista O'Rourke, CIC Krista O'Rourke, CIC's Leavitt Group Experience October 2011 - September 2013
Job Business Director at Pinnacol Assurance
Industry Insurance
Experience
Pinnacol Assurance September 2013 - Present
Leavitt Group October 2011 - September 2013
USI Rental Specialties August 2000 - October 2011
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Insurance, Workers Compensation, Professional Liability, Sales Management, D&O, Legal Liability, Customer Retention, Commercial Lines, Employment Practices..., New Business Development, Risk Management, Health Insurance, Account Management, Management, Strategic Planning, Team Building, Leadership
Education
University of Colorado at Denver 1986 — 1991
Bachelor of Arts, Communication
Jefferson High School 1984 — 1986
Pinnacol Assurance September 2013 - Present
Leavitt Group October 2011 - September 2013
USI Rental Specialties August 2000 - October 2011
Skills
Property & Casualty..., Underwriting, Commercial Insurance, Insurance, Workers Compensation, Professional Liability, Sales Management, D&O, Legal Liability, Customer Retention, Commercial Lines, Employment Practices..., New Business Development, Risk Management, Health Insurance, Account Management, Management, Strategic Planning, Team Building, Leadership
Education
University of Colorado at Denver 1986 — 1991
Bachelor of Arts, Communication
Jefferson High School 1984 — 1986
Mitch Grimshaw Mitch Grimshaw's Leavitt Group Experience May 2013 - Present
Job Web Designer at The Leavitt Group
Industry Graphic Design
Experience
Leavitt Group May 2013 - Present
Southern Utah University February 2012 - June 2013
Esri June 2011 - August 2011
Clark & Linford Jewelers June 2009 - May 2011
Skills
Typography, Layout, Adobe Creative Suite, InDesign, Graphic Design, Logo Design, Illustrator, Corporate Identity, Posters, Brochures, Illustration, Art Direction, Flyers, Digital Illustration, Dreamweaver
Education
Southern Utah University 2011 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, A
Southern Utah University 2006 — 2009
Bachelor of Interdisciplinary Studies, Geographic Information Science and Cartography
Leavitt Group May 2013 - Present
Southern Utah University February 2012 - June 2013
Esri June 2011 - August 2011
Clark & Linford Jewelers June 2009 - May 2011
Skills
Typography, Layout, Adobe Creative Suite, InDesign, Graphic Design, Logo Design, Illustrator, Corporate Identity, Posters, Brochures, Illustration, Art Direction, Flyers, Digital Illustration, Dreamweaver
Education
Southern Utah University 2011 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, A
Southern Utah University 2006 — 2009
Bachelor of Interdisciplinary Studies, Geographic Information Science and Cartography
James Lineweaver James Lineweaver's Leavitt Group Experience January 2014 - Present
Job Client Advisor at The Leavitt Group
Industry Insurance
Experience
Leavitt Group January 2014 - Present
Bell-Anderson Insurance May 2011 - December 2013
The Navigators Group, Inc. 2009 - 2010
Propel Insurance 2003 - 2009
Skills
Manufacturing, Technical Writing, Administration, Workers Compensation, Professional Liability, Property & Casualty..., Claim, Liability, Risk Management, Casualty, Commercial Lines, General Insurance, Employment Practices..., System Administration, Legal Liability, D&O, Brokers, Life Insurance, Inland Marine, Excess, Surety Bonds, Employee Benefits, Property, Umbrella Insurance, Health Savings Accounts, Fiduciary, Insurance Brokerage, Subrogation, Accident, Risk Analysis, Directors & Officers..., Fixed Annuities, Surety, Reinsurance, Litigation Management, Claim Investigation, Financial Risk, Marine Insurance, Group Insurance, Captives, Indemnity, Health Insurance, Liability Analysis, Term Life Insurance, Disability Insurance, Claims Management, Excess & Surplus Lines, Claims Handling, Construction Insurance, CPCU
Education
Oregon State University
Bachelor's degree, Journalism, Business Administration
Leavitt Group January 2014 - Present
Bell-Anderson Insurance May 2011 - December 2013
The Navigators Group, Inc. 2009 - 2010
Propel Insurance 2003 - 2009
Skills
Manufacturing, Technical Writing, Administration, Workers Compensation, Professional Liability, Property & Casualty..., Claim, Liability, Risk Management, Casualty, Commercial Lines, General Insurance, Employment Practices..., System Administration, Legal Liability, D&O, Brokers, Life Insurance, Inland Marine, Excess, Surety Bonds, Employee Benefits, Property, Umbrella Insurance, Health Savings Accounts, Fiduciary, Insurance Brokerage, Subrogation, Accident, Risk Analysis, Directors & Officers..., Fixed Annuities, Surety, Reinsurance, Litigation Management, Claim Investigation, Financial Risk, Marine Insurance, Group Insurance, Captives, Indemnity, Health Insurance, Liability Analysis, Term Life Insurance, Disability Insurance, Claims Management, Excess & Surplus Lines, Claims Handling, Construction Insurance, CPCU
Education
Oregon State University
Bachelor's degree, Journalism, Business Administration
Kaylie Barney's Leavitt Group Experience August 2014 - Present
Job Benefits Coordinator
Industry Human Resources
Experience
Leavitt Group August 2014 - Present
Wells Fargo June 2009 - August 2014
Skills
Retail Banking, Banking, Credit, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Deposits, Credit Analysis, Cross Selling, Loan Origination, Home Equity Lines of..., Mortgage Lending, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Western Governors University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Southern Utah University 2009 — 2011
Associate’s Degree, Business Administration and Management, General
Leavitt Group August 2014 - Present
Wells Fargo June 2009 - August 2014
Skills
Retail Banking, Banking, Credit, Consumer Lending, Loans, Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Deposits, Credit Analysis, Cross Selling, Loan Origination, Home Equity Lines of..., Mortgage Lending, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Western Governors University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Southern Utah University 2009 — 2011
Associate’s Degree, Business Administration and Management, General
Michael Foy's Leavitt Group Experience July 2015 - Present
Job Agency Partner
Industry Insurance
Experience
Leavitt Group July 2015 - Present
Foy LLC April 2014 - Present
Aliante Gaming July 2012 - April 2014
Warner Gaming February 2009 - August 2012
Station Casinos October 2006 - February 2009
Skills
Analytics, Database Marketing, Hospitality, Forecasting, Cognos, Gambling, Budgets, Marketing Strategy, Hotels, Leisure, Food & Beverage, Direct Marketing, Gaming Industry, Casino, Resorts, Hospitality Management, Team Building
Education
Southern Utah University 2003 — 2005
Bachelor's degree, Economics
Leavitt Group July 2015 - Present
Foy LLC April 2014 - Present
Aliante Gaming July 2012 - April 2014
Warner Gaming February 2009 - August 2012
Station Casinos October 2006 - February 2009
Skills
Analytics, Database Marketing, Hospitality, Forecasting, Cognos, Gambling, Budgets, Marketing Strategy, Hotels, Leisure, Food & Beverage, Direct Marketing, Gaming Industry, Casino, Resorts, Hospitality Management, Team Building
Education
Southern Utah University 2003 — 2005
Bachelor's degree, Economics
Kathy Peart, CISR Kathy Peart, CISR's Leavitt Group Experience July 2015 - Present
Job Farm Processor at Leavitt Group Central
Industry Insurance
Experience
Leavitt Group July 2015 - Present
Leavitt Group February 2015 - Present
Leavitt Group September 2014 - February 2015
United Valley Insurance Services, Inc. April 2012 - September 2014
Foster & Parker Insurance July 2005 - March 2012
Skills
Insurance, Property & Casualty..., Commercial Insurance, Customer Service, General Insurance
Education
California State University, Fresno 1984 — 1986
Bachelor's degree, Communications, Journalism (Major PR, Minor Advertising), 3.33 GPA
Clark County Community College 1981 — 1983
None, Communications
Bethany Bible College 1982 — 1982
None, Communications
Edward W Clark High School, Las Vegas, CA 1964 — 1981
High School Graduate, General Studies, 3.33 GPA
Leavitt Group July 2015 - Present
Leavitt Group February 2015 - Present
Leavitt Group September 2014 - February 2015
United Valley Insurance Services, Inc. April 2012 - September 2014
Foster & Parker Insurance July 2005 - March 2012
Skills
Insurance, Property & Casualty..., Commercial Insurance, Customer Service, General Insurance
Education
California State University, Fresno 1984 — 1986
Bachelor's degree, Communications, Journalism (Major PR, Minor Advertising), 3.33 GPA
Clark County Community College 1981 — 1983
None, Communications
Bethany Bible College 1982 — 1982
None, Communications
Edward W Clark High School, Las Vegas, CA 1964 — 1981
High School Graduate, General Studies, 3.33 GPA
Braxton Savage's Leavitt Group Experience October 2013 - Present
Job Regional Controller Assistant at The Leavitt Group
Industry Accounting
Experience
Leavitt Group October 2013 - Present
Cedar City Pizza Factory April 2011 - October 2013
Skills
Leadership, Auditing, Microsoft Excel, Customer Service, Microsoft Word, Management, Research, Accounting, Financial Accounting, Microsoft Office, PowerPoint, Public Speaking, Strategic Planning, Financial Reporting, English, Windows, Outlook, Teaching, Bank Reconciliation, AMS360, Restaurant Management, Accounts Receivable, Budgets, Insurance
Education
Southern Utah University
Master of Accounting, Accounting
Southern Utah University 2014 — 2015
Bachelor's degree, Accounting
Leavitt Group October 2013 - Present
Cedar City Pizza Factory April 2011 - October 2013
Skills
Leadership, Auditing, Microsoft Excel, Customer Service, Microsoft Word, Management, Research, Accounting, Financial Accounting, Microsoft Office, PowerPoint, Public Speaking, Strategic Planning, Financial Reporting, English, Windows, Outlook, Teaching, Bank Reconciliation, AMS360, Restaurant Management, Accounts Receivable, Budgets, Insurance
Education
Southern Utah University
Master of Accounting, Accounting
Southern Utah University 2014 — 2015
Bachelor's degree, Accounting
Jake Newman, CAWC Jake Newman, CAWC's Leavitt Group Experience May 2013 - Present
Job Commercial Insurance & Risk Advisor at Leavitt United Insurance Services
Industry Insurance
Experience
Leavitt Group May 2013 - Present
Honda North July 2012 - April 2013
Fountaingrove Golf & Athletic Club January 2012 - May 2012
Fountaingrove Golf & Athletic Club May 2006 - January 2012
Skills
Payroll, Excel, Word, Microsoft Office, Strong Communication, Microsoft Excel, Sales, Sales Operations, Sales Management, Microsoft Word, Customer Service, Customer Satisfaction, Interviews, Team Building, Leadership, Accounts Payable, Event Planning, Management, Cold Calling, Insurance, Marketing, Commercial Insurance, Property, Strategic Planning
Education
Sonoma State University 2010 — 2011
Bachelor, Sociology
Point Loma Nazarene University 2008 — 2008
Associate of Arts (A.A.), Sociology
Leavitt Group May 2013 - Present
Honda North July 2012 - April 2013
Fountaingrove Golf & Athletic Club January 2012 - May 2012
Fountaingrove Golf & Athletic Club May 2006 - January 2012
Skills
Payroll, Excel, Word, Microsoft Office, Strong Communication, Microsoft Excel, Sales, Sales Operations, Sales Management, Microsoft Word, Customer Service, Customer Satisfaction, Interviews, Team Building, Leadership, Accounts Payable, Event Planning, Management, Cold Calling, Insurance, Marketing, Commercial Insurance, Property, Strategic Planning
Education
Sonoma State University 2010 — 2011
Bachelor, Sociology
Point Loma Nazarene University 2008 — 2008
Associate of Arts (A.A.), Sociology
Doug Hetherington Doug Hetherington's Leavitt Group Experience April 2009 - June 2015
Job Vice President Employee Benefits at Echelon Group Inc
Industry Insurance
Experience
Echelon Group Inc July 2015 - Present
Leavitt Group April 2009 - June 2015
Elevation Benefits October 2007 - April 2009
Family Advocate 2005 - 2009
Children's Home Society of Idaho 2005 - 2008
HUB International 2003 - 2007
Leadership Boise 2003 - 2005 2003 - 2005
Emerson Brooks July 1999 - November 2002
Skills
Wellness Programs, Worksite, Group Health, Group Medical, Cafeteria Plans, Health Savings Accounts, Plan Design, COBRA Administration, Group Benefits, Plan Administration, Dental, Defined Benefit, Critical Illness, COBRA, Health Plans, Disability Insurance, Health Insurance, Disease Management, Open Enrollment, FSA, Renewals, Employee Benefits, Benefit Administration, Long-term Care, Accident, HR Consulting, Benefits Administration, Benefits, Wellness, Brokers, Underwriting, Insurance, Term Life Insurance, Managed Care, Health Policy, Medicare, Claim, Property & Casualty..., Commercial Insurance, Professional Liability, Long Term Care Insurance, Legal Liability, Whole Life, General Insurance, Workers Compensation, Small Business, Employee Wellness, Business Planning
Education
Southern Oregon University 1996 — 1998
Bachelor of Arts, Hotel, Motel, and Restaurant Management
Twin Falls High School 1991 — 1994
Echelon Group Inc July 2015 - Present
Leavitt Group April 2009 - June 2015
Elevation Benefits October 2007 - April 2009
Family Advocate 2005 - 2009
Children's Home Society of Idaho 2005 - 2008
HUB International 2003 - 2007
Leadership Boise 2003 - 2005 2003 - 2005
Emerson Brooks July 1999 - November 2002
Skills
Wellness Programs, Worksite, Group Health, Group Medical, Cafeteria Plans, Health Savings Accounts, Plan Design, COBRA Administration, Group Benefits, Plan Administration, Dental, Defined Benefit, Critical Illness, COBRA, Health Plans, Disability Insurance, Health Insurance, Disease Management, Open Enrollment, FSA, Renewals, Employee Benefits, Benefit Administration, Long-term Care, Accident, HR Consulting, Benefits Administration, Benefits, Wellness, Brokers, Underwriting, Insurance, Term Life Insurance, Managed Care, Health Policy, Medicare, Claim, Property & Casualty..., Commercial Insurance, Professional Liability, Long Term Care Insurance, Legal Liability, Whole Life, General Insurance, Workers Compensation, Small Business, Employee Wellness, Business Planning
Education
Southern Oregon University 1996 — 1998
Bachelor of Arts, Hotel, Motel, and Restaurant Management
Twin Falls High School 1991 — 1994
Norah Culbertson Norah Culbertson's Leavitt Group Experience April 2015 - Present
Job Commercial Account Specialist
Industry Insurance
Experience
Leavitt Group April 2015 - Present
Leavitt Group October 2014 - April 2015
St. Luke's Health System March 2011 - October 2014
Boise Kidney and Hypertension Inst. 2008 - 2011
Richard Christensen M.D. 2001 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Property & Casualty..., Team Building, Commercial Insurance, Leadership, Social Networking, New Business Development, Epic Systems
Education
University of Oregon
Business, Management, Marketing, and Related Support Services
Leavitt Group April 2015 - Present
Leavitt Group October 2014 - April 2015
St. Luke's Health System March 2011 - October 2014
Boise Kidney and Hypertension Inst. 2008 - 2011
Richard Christensen M.D. 2001 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Property & Casualty..., Team Building, Commercial Insurance, Leadership, Social Networking, New Business Development, Epic Systems
Education
University of Oregon
Business, Management, Marketing, and Related Support Services
Cordelle Morris's Leavitt Group Experience May 2006 - Present
Job I develop creative ideas to market great products. I provide marketing for personal insurance at the Leavitt Group.
Industry Marketing and Advertising
Experience
Leavitt Group May 2006 - Present
Dittobug Wedding Invitations 2010 - Present
Southern Utah University 2005 - 2006
Skills
Marketing, Graphic Design, Marketing Strategy, Advertising, Entrepreneurship, Social Media Marketing, Branding & Identity, Adobe Creative Suite, Sales, Email Marketing, Social Media, Online Marketing, Strategic Planning, InDesign, Customer Service, Layout, SEO, Corporate Identity, Direct Marketing, Custom Invitations, Team Building, Typography
Education
Southern Utah University 2003 — 2005
Bachelor of Arts, Graphic Design
Snow College 2002 — 2003
Associate of Arts, Art
Leavitt Group May 2006 - Present
Dittobug Wedding Invitations 2010 - Present
Southern Utah University 2005 - 2006
Skills
Marketing, Graphic Design, Marketing Strategy, Advertising, Entrepreneurship, Social Media Marketing, Branding & Identity, Adobe Creative Suite, Sales, Email Marketing, Social Media, Online Marketing, Strategic Planning, InDesign, Customer Service, Layout, SEO, Corporate Identity, Direct Marketing, Custom Invitations, Team Building, Typography
Education
Southern Utah University 2003 — 2005
Bachelor of Arts, Graphic Design
Snow College 2002 — 2003
Associate of Arts, Art
Edmund Cabana's Leavitt Group Experience September 2015 - Present
Job Executive Vice President at CLA USA
Industry Insurance
Experience
Leavitt Group September 2015 - Present
CLA USA 2013 - Present
CLA USA 2013 - Present
Sleeper Sewell Insurance Services March 2012 - September 2012
Stewart Enterprises September 2009 - July 2011
Provost Partners April 2004 - July 2009
Funeral Home Management December 1994 - January 2000
Interstate Batteries September 1993 - December 1994
Interstate Batteries January 1983 - August 1993
Skills
D&O, Professional Liability, Employment Practices..., Underwriting, Workers Compensation, Insurance, Property & Casualty..., Licensed Property &..., Risk Management..., Commercial Insurance, Cost Accounting, Financial Accounting, Lease Documentation, Consulting, Distribution Center..., Licensed Funeral..., Licensed Embalmer, National Board..., Casualty
Education
Dallas Institute of Funeral Service 1992 — 1994
Mortuary Science
Southwestern College 1988 — 1989
Circle High School
Leavitt Group September 2015 - Present
CLA USA 2013 - Present
CLA USA 2013 - Present
Sleeper Sewell Insurance Services March 2012 - September 2012
Stewart Enterprises September 2009 - July 2011
Provost Partners April 2004 - July 2009
Funeral Home Management December 1994 - January 2000
Interstate Batteries September 1993 - December 1994
Interstate Batteries January 1983 - August 1993
Skills
D&O, Professional Liability, Employment Practices..., Underwriting, Workers Compensation, Insurance, Property & Casualty..., Licensed Property &..., Risk Management..., Commercial Insurance, Cost Accounting, Financial Accounting, Lease Documentation, Consulting, Distribution Center..., Licensed Funeral..., Licensed Embalmer, National Board..., Casualty
Education
Dallas Institute of Funeral Service 1992 — 1994
Mortuary Science
Southwestern College 1988 — 1989
Circle High School
Christina Skratulia's Leavitt Group Experience February 2015 - Present
Job Account Executive at Leavitt
Industry Insurance
Experience
Leavitt Group February 2015 - Present
Discovery Benefit Solutions, Inc May 2014 - Present
ELT Insurance Services September 2012 - November 2013
BenefitMall August 2010 - September 2012
Skills
Health Insurance, Brokers, Insurance, Employee Benefits, Medicare, Underwriting, Group Medical, Benefits Administration, New Business Development, Health Care Reform, Human Resources, Account Management, Claim, Cold Calling, Workers Compensation
Education
Western Governors University 2014 — 2015
Master of Business Administration (MBA)
California State University-Long Beach 2007 — 2009
Bachelors in Communication
Leavitt Group February 2015 - Present
Discovery Benefit Solutions, Inc May 2014 - Present
ELT Insurance Services September 2012 - November 2013
BenefitMall August 2010 - September 2012
Skills
Health Insurance, Brokers, Insurance, Employee Benefits, Medicare, Underwriting, Group Medical, Benefits Administration, New Business Development, Health Care Reform, Human Resources, Account Management, Claim, Cold Calling, Workers Compensation
Education
Western Governors University 2014 — 2015
Master of Business Administration (MBA)
California State University-Long Beach 2007 — 2009
Bachelors in Communication
Jamile Palizban Jamile Palizban's Leavitt Group Experience April 2007 - May 2011
Job Area Vice President at Arthur J. Gallagher & Co.
Industry Wholesale
Experience
Arthur J. Gallagher & Co. May 2011 - Present
Leavitt Group April 2007 - May 2011
Murria & Frick Insurance Agency November 1999 - April 2007
CMPS May 1985 - June 1990
Skills
Sales, Management, Customer Service, Leadership, Wholesale, Healthcare, Insurance, Commercial Insurance, Aviation, Nonprofits, Life Sciences, Life Insurance, Health Insurance, Real Estate, Retail, Automotive, Captives, Self-insurance, Transportation, Hospitals, Law Firms, Manufacturing, International Business, Research, Training
Education
University of California, Berkeley 1980 — 1982
Bachelor's Degree, Arcitecture & Math
Lake Forest College 1978 — 1980
Associate's Degree, Mathematics
Arthur J. Gallagher & Co. May 2011 - Present
Leavitt Group April 2007 - May 2011
Murria & Frick Insurance Agency November 1999 - April 2007
CMPS May 1985 - June 1990
Skills
Sales, Management, Customer Service, Leadership, Wholesale, Healthcare, Insurance, Commercial Insurance, Aviation, Nonprofits, Life Sciences, Life Insurance, Health Insurance, Real Estate, Retail, Automotive, Captives, Self-insurance, Transportation, Hospitals, Law Firms, Manufacturing, International Business, Research, Training
Education
University of California, Berkeley 1980 — 1982
Bachelor's Degree, Arcitecture & Math
Lake Forest College 1978 — 1980
Associate's Degree, Mathematics
Colin Christensen's Leavitt Group Experience August 2015 - Present
Job Student at Southern Utah University
Industry Insurance
Experience
Leavitt Group August 2015 - Present
Leavitt Group August 2015 - Present
Education
Southern Utah University 2015 — 2018
Associate of Science (A.S.), Finance, General
Leavitt Group August 2015 - Present
Leavitt Group August 2015 - Present
Education
Southern Utah University 2015 — 2018
Associate of Science (A.S.), Finance, General
Melissa Lesofski Melissa Lesofski's Leavitt Group Experience February 2015 - September 2015
Job Account Manager at DataSmart Solutions, LLC
Industry Insurance
Experience
DataSmart Solutions, LLC October 2015 - Present
Helena Young Professionals January 2015 - Present
Leavitt Group February 2015 - September 2015
The Leavitt Group April 2014 - February 2015
Keller Williams Capital Realty April 2014 - October 2014
Private October 2012 - March 2014
Yellowstone Club May 2011 - September 2012
Trademark Real Estate 2009 - 2011
Yellowstone Club June 2010 - September 2010
The Computer Training Center, LLC 2008 - 2009
Skills
Employee Relations, Customer Service, Human Resources, Team Leadership, Workers Compensation, Attention To Detail, Legal Compliance, Marketing Communications, People Skills, Sourcing, Social Skills, Contract Negotiation, HRIS, DJ, Organization, Vocalist, Networking, Hospitality, Sales, Payroll, Event Planning, Program Management, Recruiting, Training, Social Networking, Leadership, Employee Training, Event Management, Team Building, Fundraising, Marketing
Education
Montana State University-Bozeman 2005 — 2013
Bachelor of Science (B.S.)
Union College (NE) 2007 — 2007
Walla Walla College 2003 — 2003
DataSmart Solutions, LLC October 2015 - Present
Helena Young Professionals January 2015 - Present
Leavitt Group February 2015 - September 2015
The Leavitt Group April 2014 - February 2015
Keller Williams Capital Realty April 2014 - October 2014
Private October 2012 - March 2014
Yellowstone Club May 2011 - September 2012
Trademark Real Estate 2009 - 2011
Yellowstone Club June 2010 - September 2010
The Computer Training Center, LLC 2008 - 2009
Skills
Employee Relations, Customer Service, Human Resources, Team Leadership, Workers Compensation, Attention To Detail, Legal Compliance, Marketing Communications, People Skills, Sourcing, Social Skills, Contract Negotiation, HRIS, DJ, Organization, Vocalist, Networking, Hospitality, Sales, Payroll, Event Planning, Program Management, Recruiting, Training, Social Networking, Leadership, Employee Training, Event Management, Team Building, Fundraising, Marketing
Education
Montana State University-Bozeman 2005 — 2013
Bachelor of Science (B.S.)
Union College (NE) 2007 — 2007
Walla Walla College 2003 — 2003
Mitch Jessop's Leavitt Group Experience August 2015 - Present
Job Talent Acquisition and Human Resources Intern at Leavitt Group
Industry Market Research
Experience
Leavitt Group August 2015 - Present
Target June 2015 - August 2015
Convergys January 2015 - March 2015
Chrysalis Inc May 2013 - August 2014
Career Athletes January 2014 - May 2014
Vivint April 2012 - May 2013
Skills
Spanish, Leadership, Customer Service, PowerPoint, Sports, Event Planning, Time Management, Facebook, Microsoft Office, Microsoft Excel, Public Speaking, Mission, Marketing, Microsoft Word, Eagle Scout, Academic Achievement, Sales, Management, Social Networking, Teamwork, Team Building, Social Media, Process Improvement, Recruiting, Research, Strategic Planning, Training, Marketing Strategy, Team Leadership, Teaching
Education
Southern Utah University 2009 — 2015
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General, GPA: 3.7
Mountain Crest High School 2005 — 2009
High School Diploma, Generals, GPA: 3.9
Leavitt Group August 2015 - Present
Target June 2015 - August 2015
Convergys January 2015 - March 2015
Chrysalis Inc May 2013 - August 2014
Career Athletes January 2014 - May 2014
Vivint April 2012 - May 2013
Skills
Spanish, Leadership, Customer Service, PowerPoint, Sports, Event Planning, Time Management, Facebook, Microsoft Office, Microsoft Excel, Public Speaking, Mission, Marketing, Microsoft Word, Eagle Scout, Academic Achievement, Sales, Management, Social Networking, Teamwork, Team Building, Social Media, Process Improvement, Recruiting, Research, Strategic Planning, Training, Marketing Strategy, Team Leadership, Teaching
Education
Southern Utah University 2009 — 2015
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General, GPA: 3.7
Mountain Crest High School 2005 — 2009
High School Diploma, Generals, GPA: 3.9
Eric Schroeder Eric Schroeder's Leavitt Group Experience June 2013 - Present
Job Senior Vice President at Leavitt Group
Industry Insurance
Experience
Leavitt Group June 2013 - Present
Marines' Memorial Association February 2012 - January 2015
Heffernan Insurance Brokers September 2011 - May 2013
Aon December 2000 - August 2011
Abbott Resource Group 1998 - 2000
Mahan Insurance Brokers, LLC 1997 - 1999
United States Marine Corps 1989 - 1995
Skills
Leadership, New Business Development, Property & Casualty..., Mergers, Strategic Planning, Cross-functional Team..., Insurance, Account Management, Employee Benefits, Commercial Insurance, Strategy, Liability, Start-ups, Marketing Strategy, Team Building, Auditing, Executive Management, Workers Compensation, Mergers & Acquisitions, Compliance, Risk Management, Business Strategy
Education
Azusa Pacific University
BS, Management
Leavitt Group June 2013 - Present
Marines' Memorial Association February 2012 - January 2015
Heffernan Insurance Brokers September 2011 - May 2013
Aon December 2000 - August 2011
Abbott Resource Group 1998 - 2000
Mahan Insurance Brokers, LLC 1997 - 1999
United States Marine Corps 1989 - 1995
Skills
Leadership, New Business Development, Property & Casualty..., Mergers, Strategic Planning, Cross-functional Team..., Insurance, Account Management, Employee Benefits, Commercial Insurance, Strategy, Liability, Start-ups, Marketing Strategy, Team Building, Auditing, Executive Management, Workers Compensation, Mergers & Acquisitions, Compliance, Risk Management, Business Strategy
Education
Azusa Pacific University
BS, Management
Chris Dufour's Leavitt Group Experience July 2014 - Present
Job Insurance Agent and Consultant at Leavitt Group
Industry Insurance
Experience
Leavitt Group July 2014 - Present
Bisnett Insurance July 2013 - July 2014
Wester States January 2008 - May 2013
Mission Insurance Agencies, Inc. February 2002 - November 2007
COUNTRY Financial July 2000 - February 2002
Skills
Disability Insurance, Commercial Insurance, Risk Management, Sales, Investments, Insurance, Public Relations, Legal Liability, Property & Casualty..., Strategic Planning, Property, Commercial Lines, Umbrella Insurance, Long-term Care, Workers Compensation, Team Building, Fixed Annuities, Professional Liability, Life Insurance, D&O, New Business Development, Claim, Negotiation, Budgets, Casualty, Employment Practices..., General Insurance, Policy, Liability, Inland Marine, Employee Benefits, Marketing Communications, Marketing, Brokers, Reinsurance, Excess, Marketing Strategy, Term Life Insurance, Customer Service, Underwriting, Health Insurance, Account Management, Sales Management, Social Media, Bonds, Public Speaking, Retirement Planning, Microsoft Office, Financial Risk, Small Business
Education
Southern Oregon University 1993 — 1999
BA, History
Leavitt Group July 2014 - Present
Bisnett Insurance July 2013 - July 2014
Wester States January 2008 - May 2013
Mission Insurance Agencies, Inc. February 2002 - November 2007
COUNTRY Financial July 2000 - February 2002
Skills
Disability Insurance, Commercial Insurance, Risk Management, Sales, Investments, Insurance, Public Relations, Legal Liability, Property & Casualty..., Strategic Planning, Property, Commercial Lines, Umbrella Insurance, Long-term Care, Workers Compensation, Team Building, Fixed Annuities, Professional Liability, Life Insurance, D&O, New Business Development, Claim, Negotiation, Budgets, Casualty, Employment Practices..., General Insurance, Policy, Liability, Inland Marine, Employee Benefits, Marketing Communications, Marketing, Brokers, Reinsurance, Excess, Marketing Strategy, Term Life Insurance, Customer Service, Underwriting, Health Insurance, Account Management, Sales Management, Social Media, Bonds, Public Speaking, Retirement Planning, Microsoft Office, Financial Risk, Small Business
Education
Southern Oregon University 1993 — 1999
BA, History
Caylor Dalley Caylor Dalley's Leavitt Group Experience July 1999 - December 2004
Job Sr. Executive Vice President at Leavitt Group
Industry Insurance
Experience
The Leavitt Group June 2014 - Present
Leavitt Group Enterprises January 2005 - May 2014
Leavitt Group July 1999 - December 2004
Leavitt Group February 1994 - June 1999
Skills
Mergers, Commercial Insurance, Strategic Financial..., Team Building, Property & Casualty..., Legal Liability, Underwriting, Insurance, Brokers, Professional Liability, Strategy, Mergers & Acquisitions, Workers Compensation, Liability, Casualty, Health Insurance, Leadership
Education
Southern Utah University 1994 — 1995
Master’s Degree, Accountancy
Southern Utah University 1991 — 1994
Bachelor’s Degree, Business, Finance, & Accounting
The Leavitt Group June 2014 - Present
Leavitt Group Enterprises January 2005 - May 2014
Leavitt Group July 1999 - December 2004
Leavitt Group February 1994 - June 1999
Skills
Mergers, Commercial Insurance, Strategic Financial..., Team Building, Property & Casualty..., Legal Liability, Underwriting, Insurance, Brokers, Professional Liability, Strategy, Mergers & Acquisitions, Workers Compensation, Liability, Casualty, Health Insurance, Leadership
Education
Southern Utah University 1994 — 1995
Master’s Degree, Accountancy
Southern Utah University 1991 — 1994
Bachelor’s Degree, Business, Finance, & Accounting
Darrin Simmons's Leavitt Group Experience March 2014 - Present
Job Student at Southern Utah University
Industry Accounting
Experience
Leavitt Group March 2014 - Present
SkyWest Airlines March 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service, QuickBooks, Data Entry
Education
Southern Utah University 2013 — 2016
Accounting
Dixie State University 2012 — 2013
Business Administration and Management, General
Utah State University 2009 — 2009
Chemistry
Leavitt Group March 2014 - Present
SkyWest Airlines March 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service, QuickBooks, Data Entry
Education
Southern Utah University 2013 — 2016
Accounting
Dixie State University 2012 — 2013
Business Administration and Management, General
Utah State University 2009 — 2009
Chemistry
Jordan Dunn, CIC Jordan Dunn, CIC's Leavitt Group Experience June 2005 - April 2013
Job Commercial Lines Account Manager
Industry Insurance
Experience
The McCart Group September 2013 - January 2015
Leavitt Group June 2005 - April 2013
J. Smith Lanier & Co. March 2003 - May 2005
CIS- Commercial Insurance Services August 1997 - March 2003
Skills
Employment Practices..., Commercial Insurance, Workers Compensation, General Insurance, Inland Marine, Underwriting, Licensed Property &..., Legal Liability, Insurance, General Liability, Property & Casualty..., Excess & Surplus Lines, Cargo Insurance, Marketing, Brokers, Commercial Lines, Foreign Liability, Executive Management, Certified Insurance..., Builders Risk, Policy Analysis, Risk Management
Education
University of California, Riverside 1984 — 1988
Business, Risk Management
The McCart Group September 2013 - January 2015
Leavitt Group June 2005 - April 2013
J. Smith Lanier & Co. March 2003 - May 2005
CIS- Commercial Insurance Services August 1997 - March 2003
Skills
Employment Practices..., Commercial Insurance, Workers Compensation, General Insurance, Inland Marine, Underwriting, Licensed Property &..., Legal Liability, Insurance, General Liability, Property & Casualty..., Excess & Surplus Lines, Cargo Insurance, Marketing, Brokers, Commercial Lines, Foreign Liability, Executive Management, Certified Insurance..., Builders Risk, Policy Analysis, Risk Management
Education
University of California, Riverside 1984 — 1988
Business, Risk Management
Melissa Sperry Melissa Sperry's Leavitt Group Experience September 2014 - Present
Job Mailroom Clerk at Leavitt Group
Industry Insurance
Experience
Leavitt Group September 2014 - Present
Eagle Point Ski Resort November 2013 - January 2014
Skills
Customer Service, Management, Project Management, Leadership, AMS360, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Strategic Planning, Marketing, Direct Mail, Phone Etiquette, Computer Proficiency
Education
California Culinary Academy 2003 — 2003
Baking and Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef
Del Oro High School 1999 — 2002
High School Diploma
Leavitt Group September 2014 - Present
Eagle Point Ski Resort November 2013 - January 2014
Skills
Customer Service, Management, Project Management, Leadership, AMS360, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Strategic Planning, Marketing, Direct Mail, Phone Etiquette, Computer Proficiency
Education
California Culinary Academy 2003 — 2003
Baking and Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef
Del Oro High School 1999 — 2002
High School Diploma
Alyssa Collier's Leavitt Group Experience May 2014 - July 2014
Job Technical Recruiter at KCM Solutions
Industry Staffing and Recruiting
Experience
KCM Solutions February 2015 - Present
Reaction Search International September 2014 - January 2015
EPIC (Edgewood Partners Insurance Company) July 2014 - September 2014
Leavitt Group May 2014 - July 2014
Contra Costa Country Club April 2013 - September 2013
Skills
Recruiting, Business Development, Customer Service, Networking, Marketing, Leadership, Internet Recruiting, Executive Search, Sales, Social Networking, PowerPoint, Microsoft Excel, Budgets, Analysis, New Business Development, Microsoft Word, WordPress, Talent Acquisition, Contract Negotiation, Microsoft Office, CRM, Pipeline, Interviews, Communication, Technical Recruiting, Sourcing
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Arts (BA), Communications, 3.65
KCM Solutions February 2015 - Present
Reaction Search International September 2014 - January 2015
EPIC (Edgewood Partners Insurance Company) July 2014 - September 2014
Leavitt Group May 2014 - July 2014
Contra Costa Country Club April 2013 - September 2013
Skills
Recruiting, Business Development, Customer Service, Networking, Marketing, Leadership, Internet Recruiting, Executive Search, Sales, Social Networking, PowerPoint, Microsoft Excel, Budgets, Analysis, New Business Development, Microsoft Word, WordPress, Talent Acquisition, Contract Negotiation, Microsoft Office, CRM, Pipeline, Interviews, Communication, Technical Recruiting, Sourcing
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Arts (BA), Communications, 3.65
Ethan Kleinman Ethan Kleinman's Leavitt Group Experience December 2013 - May 2014
Job Programmer Analyst at Southern Utah University
Industry Computer & Network Security
Experience
Southern Utah University August 2015 - Present
Leavitt Group December 2013 - May 2014
ProfitBoost August 2012 - August 2013
Zion Ponderosa Ranch Resort May 2012 - August 2012
Southern Utah University August 2011 - December 2011
Skills
Computer Science, Mountain Biking, Programming, Soccer, Java, MySQL, Windows, Microsoft Office, Linux, Microsoft Excel, Customer Service, HTML, SQL, C++
Education
Southern Utah University 2010 — 2013
Bachelor of Science (B.S.), Computer Science with Forensics emphasis
Southern Utah University August 2015 - Present
Leavitt Group December 2013 - May 2014
ProfitBoost August 2012 - August 2013
Zion Ponderosa Ranch Resort May 2012 - August 2012
Southern Utah University August 2011 - December 2011
Skills
Computer Science, Mountain Biking, Programming, Soccer, Java, MySQL, Windows, Microsoft Office, Linux, Microsoft Excel, Customer Service, HTML, SQL, C++
Education
Southern Utah University 2010 — 2013
Bachelor of Science (B.S.), Computer Science with Forensics emphasis
Joshua Kariya's Leavitt Group Experience June 2014 - August 2015
Job Student at Southern Utah University
Industry Accounting
Experience
Molex May 2015 - August 2015
Leavitt group June 2014 - August 2015
Skills
Microsoft Office, Teamwork, PowerPoint, Microsoft Excel, Leadership, Accounting, Microsoft Word, Customer Service, Public Speaking, Budgets, Research, Financial Reporting, Financial Analysis, Strategic Planning, Time Management, Financial Modeling
Education
Southern Utah University 2013 — 2015
Bachelor of Arts (B.A.), Finance
Southern Utah University 2013 — 2015
Bachelor of Arts (B.A.), Accounting
Davis High School
Molex May 2015 - August 2015
Leavitt group June 2014 - August 2015
Skills
Microsoft Office, Teamwork, PowerPoint, Microsoft Excel, Leadership, Accounting, Microsoft Word, Customer Service, Public Speaking, Budgets, Research, Financial Reporting, Financial Analysis, Strategic Planning, Time Management, Financial Modeling
Education
Southern Utah University 2013 — 2015
Bachelor of Arts (B.A.), Finance
Southern Utah University 2013 — 2015
Bachelor of Arts (B.A.), Accounting
Davis High School
Katrina Tarry, MBA Katrina Tarry, MBA's Leavitt Group Experience November 2007 - February 2008
Job Client Manager
Industry Insurance
Experience
Snellings Walters Insurance Agency August 2015 - Present
AppleOne Employment Services January 2015 - August 2015
ACE Group-Commercial Risk Services April 2013 - December 2014
Safeco Insurance- A Member of Liberty Mutual Insurance February 2009 - March 2013
The Hanover Insurance Group February 2008 - February 2009
Leavitt Group November 2007 - February 2008
Liberty Mutual Insurance October 2005 - July 2007
Nationwide Insurance September 2001 - October 2005
Enterprise Rent-A-Car 2000 - 2001
Skills
Consultative Sales..., Relationship Marketing, New Business Development, Sales, Customer Retention, Marketing, Customer Service, Temporary Placement, Talent Acquisition, Cold Calling, Business Development, Sourcing, Recruiting, Staffing Services
Education
Marshall University
BBA, Marketing
Strayer University
MBA, Marketing Concentration
Snellings Walters Insurance Agency August 2015 - Present
AppleOne Employment Services January 2015 - August 2015
ACE Group-Commercial Risk Services April 2013 - December 2014
Safeco Insurance- A Member of Liberty Mutual Insurance February 2009 - March 2013
The Hanover Insurance Group February 2008 - February 2009
Leavitt Group November 2007 - February 2008
Liberty Mutual Insurance October 2005 - July 2007
Nationwide Insurance September 2001 - October 2005
Enterprise Rent-A-Car 2000 - 2001
Skills
Consultative Sales..., Relationship Marketing, New Business Development, Sales, Customer Retention, Marketing, Customer Service, Temporary Placement, Talent Acquisition, Cold Calling, Business Development, Sourcing, Recruiting, Staffing Services
Education
Marshall University
BBA, Marketing
Strayer University
MBA, Marketing Concentration
Patricia Gilmer's Leavitt Group Experience February 2011 - Present
Job Customer Service Agent
Industry Insurance
Experience
Leavitt Group February 2011 - Present
The Mahoney Group March 2008 - February 2011
Compass Claims Service Inc February 2006 - February 2008
Federated Insurance Company November 1998 - May 2005
Skills
Insurance, Customer Service, Property, General Insurance, Commercial Insurance, Liability
Education
Glendale Community College 1997 — 1998
Leavitt Group February 2011 - Present
The Mahoney Group March 2008 - February 2011
Compass Claims Service Inc February 2006 - February 2008
Federated Insurance Company November 1998 - May 2005
Skills
Insurance, Customer Service, Property, General Insurance, Commercial Insurance, Liability
Education
Glendale Community College 1997 — 1998
Jeff Markham's Leavitt Group Experience 2015 - Present
Job Help small businesses in the Phoenix area improve their risk management program to be better protected.
Industry Insurance
Experience
Leavitt Group 2015 - Present
United Insurance Consultants, LLC September 2014 - April 2015
MFS Investment Management 2004 - September 2014
Skills
Series 63, Mutual Funds, Series 7, Account Management, Sales, Strategic Planning, Investments, Marketing Strategy, Direct Sales, Marketing, Salesforce.com, Sales Management, Real Estate, Asset Management, New Business Development, Selling, Asset Allocation, Health Insurance, Insurance, Business Development
Education
University of Arizona 1998 — 2002
Bachelor of Commerce (B.Com.)
Brophy College Preparatory 1995 — 1998
Leavitt Group 2015 - Present
United Insurance Consultants, LLC September 2014 - April 2015
MFS Investment Management 2004 - September 2014
Skills
Series 63, Mutual Funds, Series 7, Account Management, Sales, Strategic Planning, Investments, Marketing Strategy, Direct Sales, Marketing, Salesforce.com, Sales Management, Real Estate, Asset Management, New Business Development, Selling, Asset Allocation, Health Insurance, Insurance, Business Development
Education
University of Arizona 1998 — 2002
Bachelor of Commerce (B.Com.)
Brophy College Preparatory 1995 — 1998
Deslee LLoyd's Leavitt Group Experience August 2015 - Present
Job Assistant Account Manager at Leavitt Group
Industry Accounting
Experience
Leavitt Group August 2015 - Present
Vintage Group December 2014 - August 2015
Willis February 2014 - November 2014
Total Property Management, Inc. June 2013 - January 2014
SAX Insurance Agency November 2012 - June 2013
Prime Association Services March 2011 - February 2012
Tour Guide Magazine December 2007 - November 2009
Skills
Editing, Social Media, Microsoft Excel, Customer Service, Strategic Planning, Event Planning, Microsoft Word, Social Media Marketing, Marketing, Social Networking, Event Management, Public Relations, Sales, Management, Accounting, Press Releases, PowerPoint, Retail, Account Management, Advertising, Project Management, Small Business, Human Resources, Time Management, Online Marketing, Outlook, Nonprofits, Facebook, Leadership, Budgets, Financial Analysis, Financial Reporting, Business Planning, Team Building, Marketing Communications, Inventory Management, Public Speaking, Marketing Strategy, Analysis
Education
University of Tennessee-Knoxville 2005 — 2006
BA, Political Science
Point Loma Nazarene University 2002 — 2004
Tustin High School
Tustin High School
Leavitt Group August 2015 - Present
Vintage Group December 2014 - August 2015
Willis February 2014 - November 2014
Total Property Management, Inc. June 2013 - January 2014
SAX Insurance Agency November 2012 - June 2013
Prime Association Services March 2011 - February 2012
Tour Guide Magazine December 2007 - November 2009
Skills
Editing, Social Media, Microsoft Excel, Customer Service, Strategic Planning, Event Planning, Microsoft Word, Social Media Marketing, Marketing, Social Networking, Event Management, Public Relations, Sales, Management, Accounting, Press Releases, PowerPoint, Retail, Account Management, Advertising, Project Management, Small Business, Human Resources, Time Management, Online Marketing, Outlook, Nonprofits, Facebook, Leadership, Budgets, Financial Analysis, Financial Reporting, Business Planning, Team Building, Marketing Communications, Inventory Management, Public Speaking, Marketing Strategy, Analysis
Education
University of Tennessee-Knoxville 2005 — 2006
BA, Political Science
Point Loma Nazarene University 2002 — 2004
Tustin High School
Tustin High School
Kevin Callister's Leavitt Group Experience September 2014 - Present
Job Chief Development Officer at Leavitt Group
Industry Insurance
Experience
Leavitt Group September 2014 - Present
Leavitt Group August 2001 - September 2014
Skills
Property & Casualty..., Legal Liability, Insurance, Professional Liability, Commercial Insurance, Microsoft Office, Social Media Marketing, Employment Practices..., D&O, Casualty, Umbrella Insurance, Workers Compensation, Team Leadership, Liability, Casualty Insurance, Commercial Lines
Education
Southern Utah University 2000 — 2001
Masters, Accounting
Leavitt Group September 2014 - Present
Leavitt Group August 2001 - September 2014
Skills
Property & Casualty..., Legal Liability, Insurance, Professional Liability, Commercial Insurance, Microsoft Office, Social Media Marketing, Employment Practices..., D&O, Casualty, Umbrella Insurance, Workers Compensation, Team Leadership, Liability, Casualty Insurance, Commercial Lines
Education
Southern Utah University 2000 — 2001
Masters, Accounting
Lance Stott's Leavitt Group Experience March 2015 - Present
Job Financial Controller at Leavitt Group
Industry Insurance
Experience
Leavitt Group March 2015 - Present
The Leavitt Group June 2007 - March 2015
The Leavitt Group May 2006 - March 2015
The Leavitt Group May 2006 - August 2008
Pilot Flying J August 2005 - May 2006
Pilot Flying J March 2005 - August 2005
Utah State University, Engineering Department August 2003 - March 2005
Skills
Microsoft Office, Accounting, Budget Analysis, Financial Analysis, Internal Audit, Adobe, Strategic Planning, Financial Accounting, Risk Management, Budgets, Auditing
Education
Southern Utah University 2006 — 2008
Master's degree, Accounting
Utah State University 2000 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Leavitt Group March 2015 - Present
The Leavitt Group June 2007 - March 2015
The Leavitt Group May 2006 - March 2015
The Leavitt Group May 2006 - August 2008
Pilot Flying J August 2005 - May 2006
Pilot Flying J March 2005 - August 2005
Utah State University, Engineering Department August 2003 - March 2005
Skills
Microsoft Office, Accounting, Budget Analysis, Financial Analysis, Internal Audit, Adobe, Strategic Planning, Financial Accounting, Risk Management, Budgets, Auditing
Education
Southern Utah University 2006 — 2008
Master's degree, Accounting
Utah State University 2000 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Joy Eugenio's Leavitt Group Experience October 2011 - September 2014
Job Sr. Account Executive, Workers Compensation at EPIC Brokers
Industry Insurance
Experience
EPIC Brokers October 2011 - Present
Leavitt Group October 2011 - September 2014
Intercare Holdings, Inc. July 2010 - September 2011
CHSI April 2007 - August 2009
Cambridge Integrated Services July 1990 - March 2007
Education
San Jose State University
Bachelor's Degree
University of Phoenix
Bachelor's Degree
EPIC Brokers October 2011 - Present
Leavitt Group October 2011 - September 2014
Intercare Holdings, Inc. July 2010 - September 2011
CHSI April 2007 - August 2009
Cambridge Integrated Services July 1990 - March 2007
Education
San Jose State University
Bachelor's Degree
University of Phoenix
Bachelor's Degree
Jackson Jenkins's Leavitt Group Experience February 2015 - Present
Job Student at Southern Utah University
Industry Financial Services
Experience
Leavitt Group February 2015 - Present
Education
Southern Utah University 2012 — 2016
Leavitt Group February 2015 - Present
Education
Southern Utah University 2012 — 2016
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO