Payne Financial Group
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Payne Financial Group Employees
Employee
Years
Job
Industry
Carly Buwalda Carly Buwalda's Payne Financial Group Experience 2005 - 2005
Job
Industry Marketing and Advertising
Experience
Microsoft June 2014 - Present
Arbonne International 2012 - Present
Stroller Strides November 2011 - Present
Microsoft April 2014 - June 2014
Amazon Web Services November 2011 - May 2013
Microsoft June 2010 - January 2011
Microsoft December 2007 - June 2010
Wedding Planning and Events 2004 - 2010
Bank and Office Interiors January 2006 - November 2007
Payne Financial Group 2005 - 2005
Skills
Event Management, Scheduling, Customer Relations, Marketing Communications, Project Coordination, Marketing Strategy, Process Scheduler, Customer Service, New Business Development, Social Media, Management, Product Marketing, Training, Event Planning, Public Speaking, Team Leadership, Strategy, Product Launch, Analysis, Customer Satisfaction, Leadership, Strategic Planning, Enterprise Software, Marketing, Sales, Public Relations, PowerPoint, Direct Marketing, Account Management, Project Management, Product Management, Time Management, Strategic Partnerships, Cross-functional Team..., Access, Program Management, Newsletters, Competitive Analysis, Business Development, CRM, Email Marketing, Lead Generation, Market Research, Networking, Online Marketing, Salesforce.com, Selling, Social Media Marketing, Social Networking, Team Building
Education
Gonzaga University 1996 — 2001
Education, Special Education/ Business
Holy Names Academy 1992 — 1996
High School Diploma
Microsoft June 2014 - Present
Arbonne International 2012 - Present
Stroller Strides November 2011 - Present
Microsoft April 2014 - June 2014
Amazon Web Services November 2011 - May 2013
Microsoft June 2010 - January 2011
Microsoft December 2007 - June 2010
Wedding Planning and Events 2004 - 2010
Bank and Office Interiors January 2006 - November 2007
Payne Financial Group 2005 - 2005
Skills
Event Management, Scheduling, Customer Relations, Marketing Communications, Project Coordination, Marketing Strategy, Process Scheduler, Customer Service, New Business Development, Social Media, Management, Product Marketing, Training, Event Planning, Public Speaking, Team Leadership, Strategy, Product Launch, Analysis, Customer Satisfaction, Leadership, Strategic Planning, Enterprise Software, Marketing, Sales, Public Relations, PowerPoint, Direct Marketing, Account Management, Project Management, Product Management, Time Management, Strategic Partnerships, Cross-functional Team..., Access, Program Management, Newsletters, Competitive Analysis, Business Development, CRM, Email Marketing, Lead Generation, Market Research, Networking, Online Marketing, Salesforce.com, Selling, Social Media Marketing, Social Networking, Team Building
Education
Gonzaga University 1996 — 2001
Education, Special Education/ Business
Holy Names Academy 1992 — 1996
High School Diploma
KK Jense KK Jense's Payne Financial Group Experience January 1999 - January 2005
Job PROOF Research
Industry Research
Experience
PROOF Research, Inc. January 2011 - Present
Camp Mak-A-Dream January 2006 - Present
Payne Financial Group January 1999 - January 2005
Skills
Sales, Fundraising, Public Speaking, Leadership, Small Business, Start-ups, Entrepreneurship, Nonprofits, Team Building, Online Marketing
Education
The University of Montana - School of Business Administration 1995 — 1998
Bachelors of Arts, Business Administration
PROOF Research, Inc. January 2011 - Present
Camp Mak-A-Dream January 2006 - Present
Payne Financial Group January 1999 - January 2005
Skills
Sales, Fundraising, Public Speaking, Leadership, Small Business, Start-ups, Entrepreneurship, Nonprofits, Team Building, Online Marketing
Education
The University of Montana - School of Business Administration 1995 — 1998
Bachelors of Arts, Business Administration
Erin Woodrow Erin Woodrow's Payne Financial Group Experience October 2008 - January 2015
Job Account Manager at PacificSource Health Plans
Industry Insurance
Experience
PacificSource Health Plans January 2015 - Present
Payne Financial Group October 2008 - January 2015
Skills
Commercial Insurance
Education
University of Alabama 2012 — 2014
Master of Arts (M.A.), Health Science
Montana State University-Billings 2010 — 2012
Bachelor of Arts (B.A.), Health/Health Care Administration/Management and Organizational Communication
PacificSource Health Plans January 2015 - Present
Payne Financial Group October 2008 - January 2015
Skills
Commercial Insurance
Education
University of Alabama 2012 — 2014
Master of Arts (M.A.), Health Science
Montana State University-Billings 2010 — 2012
Bachelor of Arts (B.A.), Health/Health Care Administration/Management and Organizational Communication
Angela Dowling Angela Dowling's Payne Financial Group Experience 2002 - 2012
Job President, Regence BlueCross BlueShield of Oregon Transforming health care, consumer focused & affordable health care
Industry Insurance
Experience
Regence BlueCross BlueShield of Oregon 2013 - Present
Regence BlueCross BlueShield of Oregon 2012 - 2013
Payne Financial Group 2002 - 2012
Skills
Insurance, Managed Care, Health Insurance, Strategic Planning, Medicare, Employee Benefits, Medicaid, Underwriting, Salesforce.com, Leadership, Disability Insurance, Healthcare, Sales, Product Development, Marketing
Education
University of Michigan 1982 — 1987
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Regence BlueCross BlueShield of Oregon 2013 - Present
Regence BlueCross BlueShield of Oregon 2012 - 2013
Payne Financial Group 2002 - 2012
Skills
Insurance, Managed Care, Health Insurance, Strategic Planning, Medicare, Employee Benefits, Medicaid, Underwriting, Salesforce.com, Leadership, Disability Insurance, Healthcare, Sales, Product Development, Marketing
Education
University of Michigan 1982 — 1987
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Darcy Weidman Darcy Weidman's Payne Financial Group Experience August 2005 - January 2010
Job Registered Associate at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. January 2010 - Present
Payne Financial Group August 2005 - January 2010
Skills
Hold Series 7, Insurance, Underwriting, Financial Services, Customer Service, Sales, Hold Series 66
Education
Minnesota State University, Moorhead
D.A. Davidson & Co. January 2010 - Present
Payne Financial Group August 2005 - January 2010
Skills
Hold Series 7, Insurance, Underwriting, Financial Services, Customer Service, Sales, Hold Series 66
Education
Minnesota State University, Moorhead
Becky LaRoque Becky LaRoque's Payne Financial Group Experience August 1997 - August 2004
Job Membership & Association Services Director at Independent Insurance Agents of Montana
Industry Insurance
Experience
Independent Insurance Agents of Montana March 2012 - July 2013
Western States Insurance February 2007 - March 2012
Western States Insurance August 2004 - February 2007
Payne Financial Group August 1997 - August 2004
Farm Bureau Insurance January 1990 - August 1997
Skills
Insurance, Property & Casualty..., Umbrella Insurance, Commercial Lines, Commercial Insurance, Legal Liability, Health Insurance, Professional Liability, D&O, Underwriting, Casualty, Liability, Workers Compensation, Homeowners, Casualty Insurance, Brokers
Education
Montana Tech of the University of Montana
Business Administration
Independent Insurance Agents of Montana March 2012 - July 2013
Western States Insurance February 2007 - March 2012
Western States Insurance August 2004 - February 2007
Payne Financial Group August 1997 - August 2004
Farm Bureau Insurance January 1990 - August 1997
Skills
Insurance, Property & Casualty..., Umbrella Insurance, Commercial Lines, Commercial Insurance, Legal Liability, Health Insurance, Professional Liability, D&O, Underwriting, Casualty, Liability, Workers Compensation, Homeowners, Casualty Insurance, Brokers
Education
Montana Tech of the University of Montana
Business Administration
Tracy Osterkamp's Payne Financial Group Experience February 2005 - March 2007
Job Client Service Manager at JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase May 2014 - Present
JP Morgan March 2007 - April 2014
Payne Financial Group February 2005 - March 2007
UMB Bank/ M&I Trust Company 2000 - 2004
The Resource Group 1998 - 2000
Colonial Life 1997 - 1998
Commercial Federal Savings 1995 - 1997
American Century Investments 1990 - 1995
Franklin Savings & Association 1985 - 1990
Skills
Treasury Services, Series 7, Credit, Securities, Commercial Banking, Credit Analysis, Loans, Banking, Superior Client Service, Relationship Management
Education
Baker University 1982 — 1986
BA, Business Admin
JPMorgan Chase May 2014 - Present
JP Morgan March 2007 - April 2014
Payne Financial Group February 2005 - March 2007
UMB Bank/ M&I Trust Company 2000 - 2004
The Resource Group 1998 - 2000
Colonial Life 1997 - 1998
Commercial Federal Savings 1995 - 1997
American Century Investments 1990 - 1995
Franklin Savings & Association 1985 - 1990
Skills
Treasury Services, Series 7, Credit, Securities, Commercial Banking, Credit Analysis, Loans, Banking, Superior Client Service, Relationship Management
Education
Baker University 1982 — 1986
BA, Business Admin
Scott McGann Scott McGann's Payne Financial Group Experience September 2002 - February 2012
Job Commercial & Personal Insurance at Fidelity Associates Insurance & Financial Services
Industry Insurance
Experience
Fidelity Associates Insurance & Financial Services April 2012 - Present
Payne Financial Group September 2002 - February 2012
Sedgwick/Marsh August 1993 - July 2002
Education
University of Southern California 1987 — 1991
Bachelor of Science (B.Sc.), Business Administration-Finance
Gonzaga Preparatory High School 1983 — 1987
Fidelity Associates Insurance & Financial Services April 2012 - Present
Payne Financial Group September 2002 - February 2012
Sedgwick/Marsh August 1993 - July 2002
Education
University of Southern California 1987 — 1991
Bachelor of Science (B.Sc.), Business Administration-Finance
Gonzaga Preparatory High School 1983 — 1987
Belinda Kaufman Belinda Kaufman's Payne Financial Group Experience May 2010 - August 2012
Job Business Development Specialist & Independent Chocolatier
Industry Insurance
Experience
PayneWest Insurance August 2012 - Present
Dove Chocolate Discoveries September 2011 - Present
Payne Financial Group May 2010 - August 2012
Skills
Property & Casualty..., Sales, Insurance, Customer Service, Team Building, Team Leadership, Account Management, Process Improvement, Coaching, Small Business, Marketing
Education
Montana State University-Billings 2006 — 2010
BS, Business Administration
Capital High School 1999 — 2003
PayneWest Insurance August 2012 - Present
Dove Chocolate Discoveries September 2011 - Present
Payne Financial Group May 2010 - August 2012
Skills
Property & Casualty..., Sales, Insurance, Customer Service, Team Building, Team Leadership, Account Management, Process Improvement, Coaching, Small Business, Marketing
Education
Montana State University-Billings 2006 — 2010
BS, Business Administration
Capital High School 1999 — 2003
Larry Koomler Larry Koomler's Payne Financial Group Experience January 2006 - January 2013
Job Senior Vice President PayneWest Insurance Group
Industry Insurance
Experience
Payne West Insurance January 2013 - Present
Payne Financial Group January 2006 - January 2013
Marsh 2000 - 2006
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Risk Management
Education
Eastern Washington University 1976 — 1981
BA
Payne West Insurance January 2013 - Present
Payne Financial Group January 2006 - January 2013
Marsh 2000 - 2006
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Risk Management
Education
Eastern Washington University 1976 — 1981
BA
J. Scott Macpherson J. Scott Macpherson's Payne Financial Group Experience January 2001 - March 2010
Job Account Executive, Commercial Accounts at Travelers
Industry Insurance
Experience
Travelers February 2011 - Present
JSM Risk Analytics, LLC March 2010 - February 2011
JSM Risk Analytics LLC March 2010 - February 2011
Payne Financial Group January 2001 - March 2010
Hoiness LaBar Insurance October 1997 - August 2001
United States Fidelity & Guaranty, Inc January 1988 - January 1997
Skills
Commercial Insurance, Liability, Casualty Insurance, Property, Workers Compensation, Underwriting, Property & Casualty..., Risk Management, New Business Development, General Insurance, Marketing, Negotiation, Property, Insurance, Legal Liability, Umbrella Insurance, Management
Education
IRMI 2009 — 2009
CRIS, Construction Risk
Society of Certified Insurance Councilors 1995 — 1996
CIC
American Institiute for Certified Property Casualty Underwriters 1993 — 1995
CPCU
Leadership Boise
Leadership Boise
Montana State University-Bozeman
BA, Political Science
The University of Montana School of Law
JD
Travelers February 2011 - Present
JSM Risk Analytics, LLC March 2010 - February 2011
JSM Risk Analytics LLC March 2010 - February 2011
Payne Financial Group January 2001 - March 2010
Hoiness LaBar Insurance October 1997 - August 2001
United States Fidelity & Guaranty, Inc January 1988 - January 1997
Skills
Commercial Insurance, Liability, Casualty Insurance, Property, Workers Compensation, Underwriting, Property & Casualty..., Risk Management, New Business Development, General Insurance, Marketing, Negotiation, Property, Insurance, Legal Liability, Umbrella Insurance, Management
Education
IRMI 2009 — 2009
CRIS, Construction Risk
Society of Certified Insurance Councilors 1995 — 1996
CIC
American Institiute for Certified Property Casualty Underwriters 1993 — 1995
CPCU
Leadership Boise
Leadership Boise
Montana State University-Bozeman
BA, Political Science
The University of Montana School of Law
JD
Nikki Gentri Nikki Gentri's Payne Financial Group Experience March 1998 - April 2004
Job Commercial Insurance Territory Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2015 - Present
Safeco Insurance April 2004 - February 2015
Payne Financial Group March 1998 - April 2004
Skills
Property & Casualty..., Homeowners, Insurance, Team Building, Casualty, Liability, General Insurance, Commercial Lines, Umbrella Insurance, Underwriting, Sales, Claim, Commercial Insurance, Legal Liability, Life Insurance, D&O, Term Life Insurance, Health Insurance, Inland Marine, Claims Management, Liability Analysis, Employment Practices..., Professional Liability, CPCU, Workers Compensation, Brokers, Disability Insurance, Casualty Insurance, Excess, Surety Bonds, Motorcycle
Education
University of Montana 1989 — 1994
Dual BA, Psychology and Communications
Liberty Mutual Insurance February 2015 - Present
Safeco Insurance April 2004 - February 2015
Payne Financial Group March 1998 - April 2004
Skills
Property & Casualty..., Homeowners, Insurance, Team Building, Casualty, Liability, General Insurance, Commercial Lines, Umbrella Insurance, Underwriting, Sales, Claim, Commercial Insurance, Legal Liability, Life Insurance, D&O, Term Life Insurance, Health Insurance, Inland Marine, Claims Management, Liability Analysis, Employment Practices..., Professional Liability, CPCU, Workers Compensation, Brokers, Disability Insurance, Casualty Insurance, Excess, Surety Bonds, Motorcycle
Education
University of Montana 1989 — 1994
Dual BA, Psychology and Communications
Audrey Shuffield Audrey Shuffield's Payne Financial Group Experience June 1996 - April 2003
Job Project Administrator at GeoDesign Inc.
Industry Accounting
Experience
GeoDesign Inc. September 2014 - Present
vRide, Inc. October 2009 - September 2014
MWH Americas, Inc. March 2007 - October 2009
VPSI, Inc. January 2006 - March 2007
Envirocon July 2003 - December 2005
Payne Financial Group June 1996 - April 2003
Skills
Transportation, Customer Service, Public Transport, Project Planning, Team Building, Proposal Writing, Account Management, Sustainability, Negotiation, Program Management, Sales, Project Management, Logistics, Business Development, Management, New Business Development, Transportation Planning, Leadership, Customer Satisfaction, Marketing, Consulting, Communication Skills, Operations Management, Policy, Analysis, Forecasting, Budgets, Strategic Planning, Public Speaking, Transportation..., Government
Education
ACT Leadership Academy 2011 — 2012
Montana State University-Billings 2003 — 2010
BS, Public Relations & Communications
GeoDesign Inc. September 2014 - Present
vRide, Inc. October 2009 - September 2014
MWH Americas, Inc. March 2007 - October 2009
VPSI, Inc. January 2006 - March 2007
Envirocon July 2003 - December 2005
Payne Financial Group June 1996 - April 2003
Skills
Transportation, Customer Service, Public Transport, Project Planning, Team Building, Proposal Writing, Account Management, Sustainability, Negotiation, Program Management, Sales, Project Management, Logistics, Business Development, Management, New Business Development, Transportation Planning, Leadership, Customer Satisfaction, Marketing, Consulting, Communication Skills, Operations Management, Policy, Analysis, Forecasting, Budgets, Strategic Planning, Public Speaking, Transportation..., Government
Education
ACT Leadership Academy 2011 — 2012
Montana State University-Billings 2003 — 2010
BS, Public Relations & Communications
Jeremy Kahn, AINS, AAI Jeremy Kahn, AINS, AAI's Payne Financial Group Experience November 2010 - Present
Job Commercial Lines Sales Executive at Payne West Insurance
Industry Insurance
Experience
Payne Financial Group November 2010 - Present
Discovery Land Company April 2007 - October 2010
Skills
Golf, Public Relations
Education
Salem State University
Business Administration
Payne Financial Group November 2010 - Present
Discovery Land Company April 2007 - October 2010
Skills
Golf, Public Relations
Education
Salem State University
Business Administration
Reisa Florence Reisa Florence's Payne Financial Group Experience February 2006 - December 2010
Job insurance
Industry Insurance
Experience
Florence household January 2015 - Present
Auto-Owners Insurance December 2010 - January 2015
Payne Financial Group February 2006 - December 2010
Idaho State Insurance Fund September 2004 - February 2006
Skills
Casualty, Commercial Insurance, Commercial Lines, General Insurance, Insurance, Legal Liability, Liability, Property, Property Damage, Casualty Insurance, Claim, Workers Compensation, Property, Professional Liability, Umbrella Insurance, Underwriting, Management, Sales
Education
Boise State University 1998 — 2004
Business Administration & Human Resource Management
Florence household January 2015 - Present
Auto-Owners Insurance December 2010 - January 2015
Payne Financial Group February 2006 - December 2010
Idaho State Insurance Fund September 2004 - February 2006
Skills
Casualty, Commercial Insurance, Commercial Lines, General Insurance, Insurance, Legal Liability, Liability, Property, Property Damage, Casualty Insurance, Claim, Workers Compensation, Property, Professional Liability, Umbrella Insurance, Underwriting, Management, Sales
Education
Boise State University 1998 — 2004
Business Administration & Human Resource Management
Chris Bernardi, MBA Chris Bernardi, MBA's Payne Financial Group Experience 2008 - 2009
Job Account Executive at Food Services of America
Industry Food & Beverages
Experience
Food Services of America April 2015 - Present
Pacific Seafood April 2012 - April 2015
Northstar Seafoods December 2011 - March 2012
Pizza Rita Inc. April 2011 - December 2011
Sysco 2009 - 2011
Payne Financial Group 2008 - 2009
Food Services of America 1999 - 2008
Remedy Corporation 1998 - 1999
Bernardi & Associates, Inc. 1990 - 1998
Education
Gonzaga University 2000 — 2002
M.B.A., Business Administration
California State University-Stanislaus 1991 — 1994
B.S., Business Administration - Marketing
Food Services of America April 2015 - Present
Pacific Seafood April 2012 - April 2015
Northstar Seafoods December 2011 - March 2012
Pizza Rita Inc. April 2011 - December 2011
Sysco 2009 - 2011
Payne Financial Group 2008 - 2009
Food Services of America 1999 - 2008
Remedy Corporation 1998 - 1999
Bernardi & Associates, Inc. 1990 - 1998
Education
Gonzaga University 2000 — 2002
M.B.A., Business Administration
California State University-Stanislaus 1991 — 1994
B.S., Business Administration - Marketing
Craig Siphers Craig Siphers's Payne Financial Group Experience June 2004 - June 2005
Job President at Rojo Caliente Corporation
Industry Real Estate
Experience
Rojo Caliente Corporation February 2010 - Present
EXIT Realty Bitterroot Valley, Inc. August 2008 - Present
HashKnife Company Incorporated June 2006 - Present
Properties West Real Estate Inc. March 1994 - August 2008
Payne Financial Group June 2004 - June 2005
Rocky Mountain Log Homes November 1997 - June 2004
Diamond Bar S Land November 1997 - October 2003
Big Sky Land and Development July 1990 - March 1994
Siphers/Thomas Insurance and Financial Services Company January 1987 - March 1994
Siphers Insurance March 1984 - January 1987
Skills
Strategic Planning, Construction, Investment Properties, Real Estate, Foreclosures, Residential Homes, Management, Listings, Sales, Commercial Real Estate, Single Family Homes, Sellers, Property, First Time Home Buyers, REO
Education
Duke University 1977 — 1981
BS Geological, Geophysical Oceanography
University of Montana 1979 — 1980
Geology
Stevensville High School 1973 — 1977
High School Diploma, General Studies
Rojo Caliente Corporation February 2010 - Present
EXIT Realty Bitterroot Valley, Inc. August 2008 - Present
HashKnife Company Incorporated June 2006 - Present
Properties West Real Estate Inc. March 1994 - August 2008
Payne Financial Group June 2004 - June 2005
Rocky Mountain Log Homes November 1997 - June 2004
Diamond Bar S Land November 1997 - October 2003
Big Sky Land and Development July 1990 - March 1994
Siphers/Thomas Insurance and Financial Services Company January 1987 - March 1994
Siphers Insurance March 1984 - January 1987
Skills
Strategic Planning, Construction, Investment Properties, Real Estate, Foreclosures, Residential Homes, Management, Listings, Sales, Commercial Real Estate, Single Family Homes, Sellers, Property, First Time Home Buyers, REO
Education
Duke University 1977 — 1981
BS Geological, Geophysical Oceanography
University of Montana 1979 — 1980
Geology
Stevensville High School 1973 — 1977
High School Diploma, General Studies
Adam Guyton, AIS, CLCS's Payne Financial Group Experience April 2007 - December 2012
Job Risk Advisor and Commercial Insurance Broker at Payne West Insurance
Industry Insurance
Experience
Payne West Insurance January 2013 - Present
Payne Financial Group April 2007 - December 2012
Skills
Risk Management, Commercial Insurance, Risk Assessment, Leadership, Strategy, Management
Education
The University of Montana 2002 — 2007
BS, Financial Management
Payne West Insurance January 2013 - Present
Payne Financial Group April 2007 - December 2012
Skills
Risk Management, Commercial Insurance, Risk Assessment, Leadership, Strategy, Management
Education
The University of Montana 2002 — 2007
BS, Financial Management
Hillary Ogg Hillary Ogg's Payne Financial Group Experience December 2010 - July 2012
Job Program Coordinator at Run Wild Missoula
Industry Health, Wellness and Fitness
Experience
Run Wild Missoula December 2013 - Present
Payne Financial Group December 2010 - July 2012
Payne Financial Group April 2005 - January 2009
Habitat for Humanity - Missoula 2005 - 2006
Missoula Housing Authority March 2002 - April 2005
USDA Forest Service January 2001 - January 2002
Partners In Home Care June 2000 - May 2001
Partners In Home Care, Inc. June 2000 - January 2001
Andersen Workroom, Inc September 1999 - July 2000
Skills
Insurance, Public Speaking, Strategic Planning, Nonprofits, Research, Sales, New Business Development, Community Outreach, Marketing, Customer Service, Social Media Marketing, Human Resources, Management, Negotiation, Team Leadership, Risk Management, Social Media, Team Building, Account Management, Marketing Strategy, Public Relations, Event Management, Business Development, Contract Negotiation, Program Management, Microsoft Office
Education
The University of Montana 2000 — 2002
Bachelor of Arts, History
Holy Names Academy 1992 — 1996
Run Wild Missoula December 2013 - Present
Payne Financial Group December 2010 - July 2012
Payne Financial Group April 2005 - January 2009
Habitat for Humanity - Missoula 2005 - 2006
Missoula Housing Authority March 2002 - April 2005
USDA Forest Service January 2001 - January 2002
Partners In Home Care June 2000 - May 2001
Partners In Home Care, Inc. June 2000 - January 2001
Andersen Workroom, Inc September 1999 - July 2000
Skills
Insurance, Public Speaking, Strategic Planning, Nonprofits, Research, Sales, New Business Development, Community Outreach, Marketing, Customer Service, Social Media Marketing, Human Resources, Management, Negotiation, Team Leadership, Risk Management, Social Media, Team Building, Account Management, Marketing Strategy, Public Relations, Event Management, Business Development, Contract Negotiation, Program Management, Microsoft Office
Education
The University of Montana 2000 — 2002
Bachelor of Arts, History
Holy Names Academy 1992 — 1996
Stacy Juelfs Stacy Juelfs's Payne Financial Group Experience August 1999 - November 2009
Job Western Region Sales Director, Main Street America
Industry Insurance
Experience
The Main Street America Group April 2015 - Present
Big Brothers Big Sisters April 2012 - Present
The Main Street America Group October 2013 - April 2015
Travelers November 2009 - October 2013
Payne Financial Group August 1999 - November 2009
Skills
Commercial Insurance, Sales, Management, Property & Casualty..., Insurance, New Business Development, Casualty, Commercial Lines, Underwriting, Umbrella Insurance, Customer Service, General Insurance, Negotiation, Marketing, Liability, Strategic Planning, Leadership, Brokers, Workers Compensation, Legal Liability, Professional Liability, Inland Marine, Account Management, Claim, Homeowners, Claims Management, Employment Practices..., Training, Customer Retention, Employee Benefits, Health Insurance, Disability Insurance, D&O, Reinsurance, Term Life Insurance, Risk Management, Life Insurance, Business Planning, Small Business, Fixed Annuities, Surety Bonds, Accident, Human Resources, Sales Operations, Casualty Insurance
Education
The University of Montana 1997 — 1999
Business/Commerce, General
Flathead High School 1991 — 1993
Miles City Custer County Junior High and High School 1988 — 1990
The Main Street America Group April 2015 - Present
Big Brothers Big Sisters April 2012 - Present
The Main Street America Group October 2013 - April 2015
Travelers November 2009 - October 2013
Payne Financial Group August 1999 - November 2009
Skills
Commercial Insurance, Sales, Management, Property & Casualty..., Insurance, New Business Development, Casualty, Commercial Lines, Underwriting, Umbrella Insurance, Customer Service, General Insurance, Negotiation, Marketing, Liability, Strategic Planning, Leadership, Brokers, Workers Compensation, Legal Liability, Professional Liability, Inland Marine, Account Management, Claim, Homeowners, Claims Management, Employment Practices..., Training, Customer Retention, Employee Benefits, Health Insurance, Disability Insurance, D&O, Reinsurance, Term Life Insurance, Risk Management, Life Insurance, Business Planning, Small Business, Fixed Annuities, Surety Bonds, Accident, Human Resources, Sales Operations, Casualty Insurance
Education
The University of Montana 1997 — 1999
Business/Commerce, General
Flathead High School 1991 — 1993
Miles City Custer County Junior High and High School 1988 — 1990
Nate Isaak Nate Isaak's Payne Financial Group Experience June 2008 - March 2011
Job Helping clients earn ROI on their workforces
Industry Insurance
Experience
Hub International March 2011 - Present
Payne Financial Group June 2008 - March 2011
Altius 2006 - 2008
Multibenefit Services 2003 - 2006
Extended Systems 2001 - 2003
Skills
Program Management
Education
Boise State University 1998 — 2002
BA, Marketing
University of Idaho 1997 — 1998
Hub International March 2011 - Present
Payne Financial Group June 2008 - March 2011
Altius 2006 - 2008
Multibenefit Services 2003 - 2006
Extended Systems 2001 - 2003
Skills
Program Management
Education
Boise State University 1998 — 2002
BA, Marketing
University of Idaho 1997 — 1998
Erin McGuinness Erin McGuinness's Payne Financial Group Experience October 2008 - Present
Job Account Manager at Payne Financial Group
Industry Insurance
Experience
Payne Financial Group October 2008 - Present
Design Monkey December 1997 - Present
Starbucks Coffee Company May 2002 - January 2010
Silver King Media May 2000 - June 2001
Education
University of Utah 1994 — 1996
University of South Carolina-Columbia 1993 — 1994
Geology
Payne Financial Group October 2008 - Present
Design Monkey December 1997 - Present
Starbucks Coffee Company May 2002 - January 2010
Silver King Media May 2000 - June 2001
Education
University of Utah 1994 — 1996
University of South Carolina-Columbia 1993 — 1994
Geology
Danielle Zelinski Danielle Zelinski's Payne Financial Group Experience August 2002 - October 2005
Job School Counselor at Issaquah High School
Industry Primary/Secondary Education
Experience
Issaquah High School August 2014 - Present
Bainbridge Island School District August 2007 - August 2014
Clif Bar & Company November 2012 - December 2012
Payne Financial Group August 2002 - October 2005
Skills
Public Speaking, Student Financial Aid, Strategic Planning, Student Counseling, Marketing, Educational Consulting, Higher Education, Curriculum Development, Admissions, Career Counseling, Community Outreach, Homeowners, Classroom, Program Management
Education
Eastern Washington University 2005 — 2007
MS, Counseling Psychology
Carroll College 1998 — 2002
BA, Business Administration
Mead High School
Issaquah High School August 2014 - Present
Bainbridge Island School District August 2007 - August 2014
Clif Bar & Company November 2012 - December 2012
Payne Financial Group August 2002 - October 2005
Skills
Public Speaking, Student Financial Aid, Strategic Planning, Student Counseling, Marketing, Educational Consulting, Higher Education, Curriculum Development, Admissions, Career Counseling, Community Outreach, Homeowners, Classroom, Program Management
Education
Eastern Washington University 2005 — 2007
MS, Counseling Psychology
Carroll College 1998 — 2002
BA, Business Administration
Mead High School
Glenn Alfaro's Payne Financial Group Experience July 2007 - December 2009
Job Assistant General Manager at Ryerson, Inc
Industry Mining & Metals
Experience
Ryerson, Inc October 2011 - Present
Payne Financial Group July 2007 - December 2009
Farmers Insurance May 2004 - June 2007
Ryerson Steel February 1981 - December 2003
Skills
Sales, Sales Management, Management, Strategic Planning, Contract Negotiation, New Business Development, Account Management, Negotiation, Inventory Management, Forecasting, Sales Operations, Direct Sales, Insurance, Pricing, Team Building, Budgets, Business Strategy, Purchasing, Marketing, Operations Management, Business Development, P&L Management, Selling, Key Account Management
Education
Santa Clara University 1975 — 1979
BSC, Marketing
Ryerson, Inc October 2011 - Present
Payne Financial Group July 2007 - December 2009
Farmers Insurance May 2004 - June 2007
Ryerson Steel February 1981 - December 2003
Skills
Sales, Sales Management, Management, Strategic Planning, Contract Negotiation, New Business Development, Account Management, Negotiation, Inventory Management, Forecasting, Sales Operations, Direct Sales, Insurance, Pricing, Team Building, Budgets, Business Strategy, Purchasing, Marketing, Operations Management, Business Development, P&L Management, Selling, Key Account Management
Education
Santa Clara University 1975 — 1979
BSC, Marketing
Tanner Aasheim's Payne Financial Group Experience August 2004 - October 2009
Job Private Client Banker at US Bank
Industry Banking
Experience
US Bank March 2012 - Present
Montana Division of Bank and Finance July 2010 - March 2012
Payne Financial Group August 2004 - October 2009
Education
Montana State University-Bozeman 1998 — 2003
Finance
US Bank March 2012 - Present
Montana Division of Bank and Finance July 2010 - March 2012
Payne Financial Group August 2004 - October 2009
Education
Montana State University-Bozeman 1998 — 2003
Finance
Jake Doubek's Payne Financial Group Experience August 2003 - August 2007
Job Business Sales Consultant Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank August 2007 - Present
Payne Financial Group August 2003 - August 2007
Montana State University August 2002 - August 2003
Skills
Sales, Customer Service, Insurance, Account Management, Sales Management, Public Speaking, Strategic Planning, Financial Analysis, Management, Marketing, Team Building, Banking, Leadership, New Business Development, Research
Education
Montana State University-Bozeman 1997 — 2002
Wells Fargo January 2014 - Present
Wells Fargo Bank August 2007 - Present
Payne Financial Group August 2003 - August 2007
Montana State University August 2002 - August 2003
Skills
Sales, Customer Service, Insurance, Account Management, Sales Management, Public Speaking, Strategic Planning, Financial Analysis, Management, Marketing, Team Building, Banking, Leadership, New Business Development, Research
Education
Montana State University-Bozeman 1997 — 2002
Bob Biskupiak's Payne Financial Group Experience January 1998 - January 2008
Job CEO/Executive Director at Public Risk Insurance Management
Industry Insurance
Experience
Public Risk Insurance Management January 2008 - Present
Payne Financial Group January 1998 - January 2008
Skills
Customer Service, Public Relations, Property & Casualty..., Health Insurance, Marketing, Insurance, Sales Management, Commercial Insurance, Workers Compensation, Umbrella Insurance, Strategic Planning, Account Management, Legal Liability, Professional Liability, Management, Commercial Lines, New Business Development, Casualty, Sales, General Insurance, Team Leadership, Risk Management, Underwriting, Public Speaking, Team Building, Negotiation
Education
Carroll College 1976 — 1980
Bachelor’s Degree, Business Administration and Management, General
Public Risk Insurance Management January 2008 - Present
Payne Financial Group January 1998 - January 2008
Skills
Customer Service, Public Relations, Property & Casualty..., Health Insurance, Marketing, Insurance, Sales Management, Commercial Insurance, Workers Compensation, Umbrella Insurance, Strategic Planning, Account Management, Legal Liability, Professional Liability, Management, Commercial Lines, New Business Development, Casualty, Sales, General Insurance, Team Leadership, Risk Management, Underwriting, Public Speaking, Team Building, Negotiation
Education
Carroll College 1976 — 1980
Bachelor’s Degree, Business Administration and Management, General
Morgan Hirschenberger's Payne Financial Group Experience December 2004 - Present
Job Sales Executive Vice President
Industry Insurance
Experience
Payne Financial Group December 2004 - Present
American General Finance June 2002 - December 2004
Skills
Insurance, Underwriting
Education
University of Montana 1999 — 2002
Business Administration, Finance
Payne Financial Group December 2004 - Present
American General Finance June 2002 - December 2004
Skills
Insurance, Underwriting
Education
University of Montana 1999 — 2002
Business Administration, Finance
Patrick Greany's Payne Financial Group Experience July 1996 - May 2006
Job Co0wner Leavitt Great West Insurance
Industry Insurance
Experience
Leavitt Great West Insurance January 2014 - Present
Northern Monatana Insurance - May 2006 - January 2014
Payne Financial Group July 1996 - May 2006
Skills
Commercial Insurance, Legal Liability, Insurance, Liability, Professional Liability, Casualty, Workers Compensation, Umbrella Insurance, General Insurance, D&O, Employment Practices..., Underwriting, Health Insurance, Life Insurance, Commercial Lines, Inland Marine, Casualty Insurance
Education
Montana State University-Bozeman 1969 — 1976
Bachelor's Degree, Fish & Wildlife Management
Drummond High School, Drummon, MT 1965 — 1969
High School
Leavitt Great West Insurance January 2014 - Present
Northern Monatana Insurance - May 2006 - January 2014
Payne Financial Group July 1996 - May 2006
Skills
Commercial Insurance, Legal Liability, Insurance, Liability, Professional Liability, Casualty, Workers Compensation, Umbrella Insurance, General Insurance, D&O, Employment Practices..., Underwriting, Health Insurance, Life Insurance, Commercial Lines, Inland Marine, Casualty Insurance
Education
Montana State University-Bozeman 1969 — 1976
Bachelor's Degree, Fish & Wildlife Management
Drummond High School, Drummon, MT 1965 — 1969
High School
Levi Downey's Payne Financial Group Experience March 2010 - January 2013
Job Account Executive at PayneWest Insurance Agency
Industry Insurance
Experience
PayneWest Insurance Agency January 2013 - Present
Payne Financial Group March 2010 - January 2013
Payne Financial Group October 2001 - March 2010
Skills
Insurance, General Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Underwriting, Commercial Insurance, Workers Compensation, Risk Management, Casualty, Construction, Umbrella Insurance, Legal Liability, Employment Practices..., Liability, Casualty Insurance, Claim, D&O, Brokers
Education
Montana State University-Bozeman 1997 — 2001
Business, Accounting
PayneWest Insurance Agency January 2013 - Present
Payne Financial Group March 2010 - January 2013
Payne Financial Group October 2001 - March 2010
Skills
Insurance, General Insurance, Property & Casualty..., Commercial Lines, Professional Liability, Underwriting, Commercial Insurance, Workers Compensation, Risk Management, Casualty, Construction, Umbrella Insurance, Legal Liability, Employment Practices..., Liability, Casualty Insurance, Claim, D&O, Brokers
Education
Montana State University-Bozeman 1997 — 2001
Business, Accounting
Darryl Vroman's Payne Financial Group Experience September 2007 - January 2013
Job Director Of Producer Development
Industry Insurance
Experience
Payne Financial Group September 2007 - January 2013
Sedgwick, Inc. May 1990 - October 1999
Richard Mills Insurance 1973 - 1985
Skills
Commercial Lines, Commercial Insurance, General Insurance, Underwriting, Insurance, Strategic Planning, Account Management, New Business Development, Sales, Sales Management, Umbrella Insurance, Casualty, Health Insurance, D&O, Legal Liability, Professional Liability
Education
University of California, Santa Barbara 1964 — 1968
B. A., Economics, Top 10%
Payne Financial Group September 2007 - January 2013
Sedgwick, Inc. May 1990 - October 1999
Richard Mills Insurance 1973 - 1985
Skills
Commercial Lines, Commercial Insurance, General Insurance, Underwriting, Insurance, Strategic Planning, Account Management, New Business Development, Sales, Sales Management, Umbrella Insurance, Casualty, Health Insurance, D&O, Legal Liability, Professional Liability
Education
University of California, Santa Barbara 1964 — 1968
B. A., Economics, Top 10%