Montgomery & Graham, Inc.
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
Montgomery & Graham, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Montgomery & Graham, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Montgomery & Graham, Inc. Employees
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
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
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
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
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
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
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
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
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
Polestar Benefits, Inc. February 2015 - Present
Montgomery & Graham, Inc. July 2008 - Present
Education
University of Oregon 1987 — 1989
Bachelor of Arts (B.A.), Journalism
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
Montgomery & Graham, Inc. September 2008 - Present
Regence BlueCross BlueShield of Oregon May 2006 - August 2007
Education
Portland State University 1975 — 1981
BS, Physcal Education
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
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
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
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