Montgomery & Graham, Inc.

Description

Address: 412 Jefferson Pkwy, Lake Oswego, OR 97035 Hours: Closed ⋅ Opens 7AM Mon Friday7AM–5PMSaturdayClosedSundayClosedMonday7AM–5PMTuesday7AM–5PMWednesday7AM–5PMThursday7AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (503) 297-1330: : : Website: Category: : : Place name: : Website: http://www.mgbenefits.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question

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Montgomery & Graham, Inc. Employees

Employee
Years
Job
Industry
Jaymin Jackson Jaymin Jackson Portland, Oregon Area Details
Jaymin Jackson's Montgomery & Graham, Inc. Experience November 2011 - July 2013
Job Vice President at Keelson Partners
Industry Insurance
Experience
Keelson Partners   July 2013 - Present
Montgomery & Graham, Inc.   November 2011 - July 2013
State Farm Insurance  July 2010 - November 2011
Nike Golf  June 2006 - June 2010
Linfield Football   August 2006 - May 2010
Special Olympics Oregon  March 2008 - March 2009

Skills
Client Relationship..., Small Business, Employee Relations, Sales Operations, Sales Process, Account Management, Risk Management, Risk Assessment, Commercial Insurance, Insurance Claims, Property & Casualty..., Team Leadership, Building Relationships, Business Relationship..., Insurance, Underwriting, Life Insurance, Legal Liability, Workers Compensation, Brokers, Professional Liability, Health Insurance, Marketing, Umbrella Insurance, Liability, Commercial Lines, Sales, Leadership, Claims Management, Disability Insurance, Customer Service, Term Life Insurance, Casualty, General Insurance, Pipeline Development, Pipeline Management

Education
Linfield College   2006 — 2010
BS, Business

Columbia River High School   2002 — 2006

Alki   1998 — 2002

Brian Leong Brian Leong Portland, Oregon Area Details
Brian Leong's Montgomery & Graham, Inc. Experience September 2007 - Present
Job Employee Benefits Consultant at Montgomery & Graham, Inc.
Industry Insurance
Experience
Montgomery & Graham, Inc.   September 2007 - Present
Northwestern Mutual Life  June 2002 - September 2007
Jim McLean Golf Schools  November 1997 - June 2002
Pumpkin Ridge Golf Club  June 1991 - October 1997

Skills
Disability Insurance, Long Term Care Insurance, Insurance, Retirement Planning, IRAs, Fixed Annuities, Group Insurance, Employee Benefits, Health Insurance, Long-term Care, Life Insurance, Term Life Insurance, Health Savings Accounts, Accident, Small Business, Sales, Brokers, Series 63, Dentistry, Workers Compensation, Strategic Financial..., Health Care Reform, COBRA, Property & Casualty..., 401k, Underwriting

Education
University of Oregon   1991 — 1995
Bachelor of Science (BS), Sociology, Economics

Beaverton Highschool   1988 — 1991

Ed Andrews Ed Andrews Portland, Oregon Details
Ed Andrews's Montgomery & Graham, Inc. Experience March 2003 - August 2007
Job Sr. Sales Executive SBG at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  August 2007 - Present
Montgomery & Graham, Inc.   March 2003 - August 2007
SmartHealth  March 2002 - March 2003

Skills
Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Sales, Brokers, Health Care Reform, Medicare, Group Medical

Education
Mt. Hood Community College   1992 — 1994
Associate's degree, Hospitality Administration/Management

Sierra Nevada College   1992 — 1994
Bachelor's degree, Business Administration and Management, General

Steve Schaper Steve Schaper Portland, Oregon Area Details
Steve Schaper's Montgomery & Graham, Inc. Experience May 2012 - Present
Job Portland Metro Group Benefits Specialist
Industry Insurance
Experience
Montgomery & Graham, Inc.   May 2012 - Present
Schaper Photography   January 1996 - Present
HC and Associates   March 2007 - February 2012
Guardian Life Insurance Company  April 2001 - January 2007
Mony Mutual Of New York  September 1998 - December 2001
New York Life Insurance Company  November 1982 - August 1998
Energy Source Inc.   November 1981 - November 1982
Local 386 Union Labor   August 1979 - November 1981

Skills
Public Speaking, Event Planning, Account Management, Disability Insurance, Sales, Coaching, Non-profits, Customer Service, New Business Development, Health Insurance, Negotiation, Strategic Planning, Real Estate, Small Business, Salesforce.com, Insurance, Marketing Strategy, Leadership, Nonprofits, Budgets, Leadership Development, Management, Sales Management, Healthcare, Marketing, Life Insurance, Employee Benefits, Portrait Photography, Event Photography, Wedding Photography, Social Media, Group Insurance, Contract Negotiation, Fundraising, Risk Management, Call Centers, PowerPoint, Compensation & Benefit, Social Networking, Team Building, Workers Compensation, Benefits Administration, Training, COBRA, Brokers, Health Savings Accounts, Underwriting, Term Life Insurance, Long-term Care, Employee Relations

Education
Abilene Christian University   1973 — 1977
Bachelor of Science, Youth Ministry

University of Missouri-Columbia   1972 — 1973
Pre med

Kirkwood High   1969 — 1972

Chip DeLoretto Chip DeLoretto Salem, Oregon Details
Chip DeLoretto's Montgomery & Graham, Inc. Experience September 2008 - August 2010
Job Project Manager at Newtek, Inc.
Industry Computer Hardware
Experience
Newtek, Inc.   August 2014 - Present
Montgomery & Graham, Inc.   September 2008 - August 2010
Madras HS & Elmira HS   August 1996 - June 2003

Education
Western Oregon University   1987 — 1988
Bachelor's Degree, Computer Science

Lewis and Clark College   1980 — 1985
M.A., Education/Social Science

University of Oregon   1973 — 1976
Bachelor's Degree, Recreation Administration

Brandon Wight Brandon Wight Vancouver, Washington Details
Brandon Wight's Montgomery & Graham, Inc. Experience July 2013 - Present
Job Executive Vice President, Vancouver Division
Industry Insurance
Experience
Montgomery & Graham, Inc.   July 2013 - Present
CIGNA  December 2010 - July 2013
CIGNA Healthcare  April 2008 - December 2010
Great-West Life  May 1998 - April 2008
Intermountain Healthcare  January 1996 - January 1998

Skills
Salesforce.com, Manager Development..., Six Sigma, Health Insurance, Employee Benefits, Disability Insurance, Insurance, Account Management, Managed Care, Healthcare, Strategic Planning, Health Savings Accounts, Sales, Brokers, Customer Service, Medicare, New Business Development, Marketing, Sales Management, Team Building, Public Speaking, Underwriting, Long-term Care, Management, Strategy, Life Insurance, Term Life Insurance, Public Relations, COBRA, Health Care Reform, 401k, Benefits Administration

Education
Brigham Young University   1994 — 1997
B.A, Public Relations

Ricks College   1993 — 1994
Associate's degree, General Studies

Wes Montgomery Wes Montgomery Portland, Oregon Area Details
Wes Montgomery's Montgomery & Graham, Inc. Experience January 1997 - Present
Job Partner at Montgomery & Graham, Inc.
Industry Insurance
Experience
Montgomery & Graham, Inc.   January 1997 - Present
Mutual of Omaha  June 1990 - January 1997

Skills
Insurance, Health Savings Accounts, Property & Casualty..., Commercial Insurance, Health Insurance, Disability Insurance, Group Insurance, COBRA, Brokers, Term Life Insurance, Life Insurance, Long-term Care, Health Policy, Workers Compensation, Account Management, Benefits Administration, Coaching

Education
Eastern Oregon University   1985 — 1990
Bachelor's degree, Business Administration and Management, Economics

Eastern Oregon University   1984 — 1990
BA, Business Admin. & Economics

Dan Scroggin Dan Scroggin Portland, Oregon Area Details
Dan Scroggin's Montgomery & Graham, Inc. Experience 2013 - 2014
Job Head of Commercial Sales, Oregon/SW Washington
Industry Information Technology and Services
Experience
Wave Broadband  2014 - Present
Montgomery & Graham, Inc.   2013 - 2014
Technology Association of Oregon  2012 - 2014
Comcast Business  2010 - 2013
CenturyLink  2008 - 2010
Verizon Enterprise Solutions  2006 - 2008
The Scroggin Group   2004 - 2007
Sprint Nextel  2001 - 2004
Motorola, Inc., Verizon Wireless, InFocus Corp., BearCom   1986 - 2001

Skills
Solution Selling, Direct Sales, Sales Operations, Strategy, Business Development, Managed Services, Sales, New Business Development, Enterprise Software, B2B, Networking, Telecommunications, Leadership, Selling, Team Building, Go-to-market Strategy, Management, Sales Management, Marketing Strategy, Team Leadership, Account Management, Channel Partners, Strategic Partnerships, Lead Generation, Product Marketing, Salesforce.com, P&L Management, SaaS, Customer Retention, Professional Services, Cloud Computing, Entrepreneurship, Sales Process, Strategic Planning, Direct Marketing, CRM, Competitive Strategies, SEO, Performance Management, Competitive Analysis, Marketing, Program Management, Training, Customer Acquisition, Coaching, Social Media Marketing, Cross-functional Team..., Sales Presentations, Wireless, Wireless Networking

Education
Oregon State University
BS, Communications

Kyla: Tax Free Wealth - No Market Risk LIFE INSURANCE Kyla: Tax Free Wealth - No Market Risk LIFE INSURANCE Lake Oswego, Oregon Details
Kyla: Tax Free Wealth - No Market Risk LIFE INSURANCE's Montgomery & Graham, Inc. Experience August 2006 - Present
Job Empowers Clients to Grow Wealth w/Cash Accumulation Vehicles, Living Benefits like LTC & Critical Illness
Industry Insurance
Experience
Montgomery & Graham, Inc   August 2006 - Present
Montgomery & Graham, Inc.   October 2005 - Present
M&G  November 2005 - 2014
Pacific Benefits Group   October 2005 - July 2007

Skills
Health Insurance, Insurance, Life Insurance, Health Savings Accounts, Health Care Reform, Employee Benefits, Accident, Disability Insurance, Umbrella Insurance, Property & Casualty..., COBRA, Term Life Insurance, Critical Illness, Dentistry, Workers Compensation, Underwriting, Brokers, Group Insurance, Long-term Care, Medicare, Commercial Insurance

Education
Portland Community College   1980 — 1982

Woodrow Wilson High School   1976 — 1979
Business

Laurie Crabtree Laurie Crabtree Sherwood, Oregon Details
Laurie Crabtree's Montgomery & Graham, Inc. Experience July 2008 - Present
Job Account Manager at Polestar Benefits, Inc.
Industry Insurance
Experience
Polestar Benefits, Inc.   February 2015 - Present
Montgomery & Graham, Inc.   July 2008 - Present

Education
University of Oregon   1987 — 1989
Bachelor of Arts (B.A.), Journalism

Natalie (Ream) Swift Natalie (Ream) Swift Portland, Oregon Area Details
Natalie (Ream) Swift's Montgomery & Graham, Inc. Experience December 2007 - October 2014
Job Health and Life
Industry Insurance
Experience
BCI Group   September 2015 - Present
Benefit Design Group   November 2014 - February 2015
Montgomery & Graham, Inc.   December 2007 - October 2014
EthicsPoint  2001 - 2005

Skills
Health Insurance, Public Speaking, Coaching, Event Planning, Open Enrollment, PowerPoint, Health Care Reform, Salesforce.com, Research, Small Business, Marketing Strategy, Employee Benefits, Life Insurance, Disability Insurance, Dentistry, Healthcare, Medicare, Term Life Insurance, Accident, Underwriting, Flexible Spending..., 401k, Group Medical, Commercial Insurance, HRA, Self-funded, Insurance, Account Management, Brokers, Customer Service, Health Savings Accounts, Benefits Administration, Management, Strategic Planning

Education
Bend Senior High School   1988 — 1991

Central Oregon Community College
Photography

Deanna Brannian Deanna Brannian Portland, Oregon Area Details
Deanna Brannian's Montgomery & Graham, Inc. Experience September 2008 - Present
Job Employee Benefits Specialist at Montgomery & Graham, Inc.
Industry Insurance
Experience
Montgomery & Graham, Inc.   September 2008 - Present
Regence BlueCross BlueShield of Oregon  May 2006 - August 2007

Education
Portland State University   1975 — 1981
BS, Physcal Education

Reymond Soriano Reymond Soriano Portland, Oregon Area Details
Reymond Soriano's Montgomery & Graham, Inc. Experience March 2001 - Present
Job IT/Operations Manager at Montgomery & Graham, Inc.
Industry Insurance
Experience
MG Fleet Solutions   October 2013 - Present
Montgomery & Graham Property & Casualty, LLC   January 2008 - Present
Montgomery & Graham, Inc.   March 2001 - Present
U.S. Bank   January 1999 - February 2001
Air Weigh  January 1998 - January 1999

Skills
Business Process, IT Management, Business Process..., Microsoft Dynamics, Microsoft Servers, Vendor Management, Vendor Relationships, IT Operations, Business Operations, Risk Management, Microsoft Technologies, Disaster Recovery, Management, Underwriting, Workers Compensation, Brokers, Executive Management, CRM

Education
Oregon State University   2009 — 2009

Portland Community College   1995 — 1997

Portland State University   1993 — 1995

Aloha High School   1990 — 1993

Oregon State University

New Horizons

New Horizons

Justin Rommel Justin Rommel Portland, Oregon Area Details
Justin Rommel's Montgomery & Graham, Inc. Experience November 2006 - June 2009
Job Regional Manager at C&C Communications
Industry Telecommunications
Experience
C&C Communications, LLC   September 2012 - Present
Sprint  June 2009 - September 2012
Montgomery & Graham, Inc.   November 2006 - June 2009
TRI Leadership Resources, LLC  2008 - March 2009
Mutual of Omaha  March 2005 - November 2006

Skills
Strategic Planning, Customer Relations, Account Management, Sales Management, Event Planning, Sales, Sales Operations, Salesforce.com, Customer Service, Marketing Strategy, Telecommunications, Management, Training, Team Building, B2B, Retail, Marketing, New Business Development, Leadership, Customer Retention, Sales Process, Cold Calling, Product Marketing, Sales Presentations, Direct Sales, Selling, Merchandising, Wireless, Solution Selling, Strategic Partnerships, Customer Satisfaction, Team Leadership, Managed Services, Mobile Devices, Business Development, Product Management, Customer Experience, Cross-functional Team..., Channel Partners, P&L Management, Competitive Analysis, Coaching, Time Management, Small Business, Market Research, Employee Benefits, Strategy, Insurance, CRM, SaaS

Education
Portland State University   2008 — 2011
Business

Everett Community College   1999 — 2001

Granite Falls High School   1995 — 1999

Jackie Lesch Jackie Lesch Lake Oswego, Oregon Details
Jackie Lesch's Montgomery & Graham, Inc. Experience October 2005 - Present
Job Account Manager at Montgomery & Graham, Inc.
Industry Insurance
Experience
Montgomery & Graham, Inc.   October 2005 - Present
Montgomery & Graham, Inc.   October 2005 - Present
Majestic Eagle Agency, Inc   October 2000 - September 2005
Pacific Source Health Plans  October 1996 - September 2000

Skills
Employee Benefits, Account Management, Sales Support

Education
Portland State University   1973 — 1977
BS, Buiness Administration

Curt Warner Curt Warner Lake Oswego, Oregon Details
Curt Warner's Montgomery & Graham, Inc. Experience January 2010 - Present
Job Employee Benefit Specialist at Montgomery & Graham, Inc.
Industry Insurance
Experience
Montgomery & Graham, Inc.   January 2010 - Present
Curt Warner Chevrolet   March 1999 - October 2009
Curt Warner Buick/Pontiac/GMC   January 1994 - January 1999
Seattle Seahawks  January 1983 - December 1990

Skills
Sales, Employee Benefits, Successful Business..., Owner-managed businesses, Business Owner Planning, Professional Football..., NFL, NCAA

Education
Penn State University   1979 — 1983
B.S. of Liberal Arts, Communication and Media Studies

NADA - National Auto Dealership Association   1991 — 1992