The 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.,
The Leavitt Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Leavitt Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Leavitt Group Employees
Employee
Years
Job
Industry
David Loustalot David Loustalot's The Leavitt Group Experience March 2004 - December 2008
Job NFP P&C Vice President Risk Management
Industry Insurance
Experience
NFP December 2008 - Present
The Leavitt Group March 2004 - December 2008
RMSA 2000 - 2004
DeLaveaga Golf Course 1988 - 2000
Skills
Insurance, Start-ups, Strategy, Management, Strategic Planning, Risk Management, New Business Development, Negotiation, Workers Compensation, Property & Casualty..., Customer Service, Team Building, Marketing, Commercial Insurance, Professional Liability, Legal Liability, Liability, Sales, Coaching, Brokers, Selling, Employee Benefits, Underwriting, Small Business
Education
Sonoma State University 1982 — 1984
Marello Prep 1976 — 1984
General
DeLaveaga Elem.
NFP December 2008 - Present
The Leavitt Group March 2004 - December 2008
RMSA 2000 - 2004
DeLaveaga Golf Course 1988 - 2000
Skills
Insurance, Start-ups, Strategy, Management, Strategic Planning, Risk Management, New Business Development, Negotiation, Workers Compensation, Property & Casualty..., Customer Service, Team Building, Marketing, Commercial Insurance, Professional Liability, Legal Liability, Liability, Sales, Coaching, Brokers, Selling, Employee Benefits, Underwriting, Small Business
Education
Sonoma State University 1982 — 1984
Marello Prep 1976 — 1984
General
DeLaveaga Elem.
Aaron Bowers's The Leavitt Group Experience May 2014 - Present
Job Insurance Agent for the Leavitt Group
Industry Insurance
Experience
Colonial Life May 2014 - Present
The Leavitt Group May 2014 - Present
Valley Enterprises Janitorial Services July 2013 - May 2014
Clark County Public Defenders Office March 2013 - July 2013
Skills
Bilingual-English/Spanis..., Tenacious Work Ethic, Persistency, Faith-based, Enthusiasm to learn
Education
College of Southern Nevada
Mechanical Engineering
Colonial Life May 2014 - Present
The Leavitt Group May 2014 - Present
Valley Enterprises Janitorial Services July 2013 - May 2014
Clark County Public Defenders Office March 2013 - July 2013
Skills
Bilingual-English/Spanis..., Tenacious Work Ethic, Persistency, Faith-based, Enthusiasm to learn
Education
College of Southern Nevada
Mechanical Engineering
Denise Dennison Denise Dennison's The Leavitt Group Experience September 2007 - October 2008
Job Farmers Insurance Agent
Industry Insurance
Experience
Farmers Insurance January 2012 - Present
Durango Painting Professionals, Inc. January 2009 - November 2012
The Leavitt Group September 2007 - October 2008
The Wells Group (Rick Lorenz) August 2006 - September 2007
Skills
Insurance, Customer Service
Education
University of Phoenix 2002 — 2003
IT
Fort Lewis College 1993 — 1995
Business
Farmers Insurance January 2012 - Present
Durango Painting Professionals, Inc. January 2009 - November 2012
The Leavitt Group September 2007 - October 2008
The Wells Group (Rick Lorenz) August 2006 - September 2007
Skills
Insurance, Customer Service
Education
University of Phoenix 2002 — 2003
IT
Fort Lewis College 1993 — 1995
Business
Rachel Henderson Rachel Henderson's The Leavitt Group Experience 1990 - 1995
Job Associate Broker at American Realty of Southern Utah, PLLC
Industry Real Estate
Experience
American Realty July 2010 - Present
The Leavitt Group 1990 - 1995
Hurst Ben Franklin 1986 - 1990
Skills
First Time Home Buyers, Short Sales, REO, Sellers, Single Family Homes, Foreclosures, New Home Sales, Relocation, Investors, Buyer Representation, Listings, Investment Properties, HUD, Real Property, Vacation Homes, Buyers, Real Estate Transactions, New Homes, Referrals, SFR, Condos, Move Up Buyers, Townhomes
Education
Dixie State College 1988 — 1990
American Realty July 2010 - Present
The Leavitt Group 1990 - 1995
Hurst Ben Franklin 1986 - 1990
Skills
First Time Home Buyers, Short Sales, REO, Sellers, Single Family Homes, Foreclosures, New Home Sales, Relocation, Investors, Buyer Representation, Listings, Investment Properties, HUD, Real Property, Vacation Homes, Buyers, Real Estate Transactions, New Homes, Referrals, SFR, Condos, Move Up Buyers, Townhomes
Education
Dixie State College 1988 — 1990
John Lisonbee John Lisonbee's The Leavitt Group Experience December 2013 - Present
Job Programmer Analyst
Industry Information Technology and Services
Experience
Southern Utah University August 2015 - Present
The Leavitt Group December 2013 - Present
The Leavitt Group November 2010 - Present
The Leavitt Group January 2014 - July 2015
Southern Utah University April 2007 - December 2009
Chrysalis Inc September 2001 - April 2007
Skills
Active Directory, XP, TCP/IP, Software Installation, Firewalls, Windows XP, Windows, Windows Server, Operating Systems, VMware Server, Troubleshooting, Servers, Programming, Networking, Java, Windows 7, Switches, Microsoft Exchange, MySQL, Microsoft Office, Routers, System Administration, DNS, VPN, VMware, Hardware, Novell, Technical Support, LAN-WAN, Customer Service, Linux, Printers, Computer Hardware, IIS, Remote Desktop, Network Security, Virtualization, Network Administration, OS X, Issue Management, Help desk supervisor, ShoreTel, Asterisk, PBX, PRI, MPLS VPN, Trixbox, Citrix, IT Management, Cloud Storage
Education
Southern Utah University 2005 — 2009
BS, Information Systems
Southern Utah University August 2015 - Present
The Leavitt Group December 2013 - Present
The Leavitt Group November 2010 - Present
The Leavitt Group January 2014 - July 2015
Southern Utah University April 2007 - December 2009
Chrysalis Inc September 2001 - April 2007
Skills
Active Directory, XP, TCP/IP, Software Installation, Firewalls, Windows XP, Windows, Windows Server, Operating Systems, VMware Server, Troubleshooting, Servers, Programming, Networking, Java, Windows 7, Switches, Microsoft Exchange, MySQL, Microsoft Office, Routers, System Administration, DNS, VPN, VMware, Hardware, Novell, Technical Support, LAN-WAN, Customer Service, Linux, Printers, Computer Hardware, IIS, Remote Desktop, Network Security, Virtualization, Network Administration, OS X, Issue Management, Help desk supervisor, ShoreTel, Asterisk, PBX, PRI, MPLS VPN, Trixbox, Citrix, IT Management, Cloud Storage
Education
Southern Utah University 2005 — 2009
BS, Information Systems
Fred Giron, CPCU, AIC Fred Giron, CPCU, AIC's The Leavitt Group Experience May 2009 - April 2012
Job Personal Insurance Broker at PHD Insurance Brokers
Industry Insurance
Experience
PHD Insurance Brokers May 2012 - Present
Financial Planning Association of Orange County January 2014 - December 2014
Emerging Insurance Professionals - Orange County January 2014 - December 2014
Emerging Insurance Professionals - Orange County August 2012 - January 2014
PrideMark-Everest Insurance May 2009 - April 2012
The Leavitt Group May 2009 - April 2012
Insurance Incorporated of Southern California 2006 - 2009
Skills
Claim, Umbrella Insurance, General Insurance, Risk Management, Property & Casualty..., Brokers, Employment Practices..., Insurance, Sales, Workers Compensation, Customer Service, Life Insurance, Professional Liability, Marketing, Health Insurance, Commercial Lines, Commercial Insurance, Liability, Access, Casualty, Underwriting, Program Management, Legal Liability
Education
California State University-Fullerton 2000 — 2006
Bachelors, Business Administration
PHD Insurance Brokers May 2012 - Present
Financial Planning Association of Orange County January 2014 - December 2014
Emerging Insurance Professionals - Orange County January 2014 - December 2014
Emerging Insurance Professionals - Orange County August 2012 - January 2014
PrideMark-Everest Insurance May 2009 - April 2012
The Leavitt Group May 2009 - April 2012
Insurance Incorporated of Southern California 2006 - 2009
Skills
Claim, Umbrella Insurance, General Insurance, Risk Management, Property & Casualty..., Brokers, Employment Practices..., Insurance, Sales, Workers Compensation, Customer Service, Life Insurance, Professional Liability, Marketing, Health Insurance, Commercial Lines, Commercial Insurance, Liability, Access, Casualty, Underwriting, Program Management, Legal Liability
Education
California State University-Fullerton 2000 — 2006
Bachelors, Business Administration
Dan Nydegger Dan Nydegger's The Leavitt Group Experience July 2011 - May 2013
Job Web Designer
Industry Graphic Design
Experience
Ultradent Products, Inc. October 2013 - Present
Decorworx May 2013 - September 2013
Southern Utah University January 2012 - September 2013
The Leavitt Group July 2011 - May 2013
Skills
Graphic Design, Web Design, HTML, CSS, Art, Typography, Digital Imaging, Adobe Creative Suite, InDesign, Illustrator, Mac, Photoshop, User Interface Design, OS X, Logo Design, Layout, Dreamweaver
Education
Southern Utah University 2007 — 2011
BFA, Graphic Design
Salt Lake Community College 2008 — 2009
Ultradent Products, Inc. October 2013 - Present
Decorworx May 2013 - September 2013
Southern Utah University January 2012 - September 2013
The Leavitt Group July 2011 - May 2013
Skills
Graphic Design, Web Design, HTML, CSS, Art, Typography, Digital Imaging, Adobe Creative Suite, InDesign, Illustrator, Mac, Photoshop, User Interface Design, OS X, Logo Design, Layout, Dreamweaver
Education
Southern Utah University 2007 — 2011
BFA, Graphic Design
Salt Lake Community College 2008 — 2009
Tara Hilsmann's The Leavitt Group Experience December 2004 - February 2008
Job Photographer
Industry Photography
Experience
Tara H. Photography January 2009 - Present
SkyWest Airlines December 2010 - January 2012
Courtyard by Marriott/Residence Inn January 2008 - December 2011
TSS Photography April 2007 - December 2011
SkyWest Airlines February 2008 - December 2010
The Leavitt Group December 2004 - February 2008
Skills
Portrait Photography, Wedding Photography, Photography, Photos, Digital Photography, Commercial Photography, Fine Art Photography, Image Editing, Event Photography, Weddings, Photojournalism, Portraits
Education
Dixie State College 2004 — 2007
Associate of Science (AS), Business
Dixie High School 2001 — 2004
High School Diploma
Tara H. Photography January 2009 - Present
SkyWest Airlines December 2010 - January 2012
Courtyard by Marriott/Residence Inn January 2008 - December 2011
TSS Photography April 2007 - December 2011
SkyWest Airlines February 2008 - December 2010
The Leavitt Group December 2004 - February 2008
Skills
Portrait Photography, Wedding Photography, Photography, Photos, Digital Photography, Commercial Photography, Fine Art Photography, Image Editing, Event Photography, Weddings, Photojournalism, Portraits
Education
Dixie State College 2004 — 2007
Associate of Science (AS), Business
Dixie High School 2001 — 2004
High School Diploma
Ryan D. Weaver Ryan D. Weaver's The Leavitt Group Experience June 2005 - December 2006
Job Vice President at Alliant
Industry Insurance
Experience
Alliant Insurance Services February 2014 - Present
Aon Risk Solutions February 2011 - February 2014
Barlocker Insurance Services / Leavitt Group February 2007 - February 2011
The Leavitt Group June 2005 - December 2006
Cleve Weaver Construction June 1994 - July 2005
The Pizza Factory February 2003 - June 2005
Jones Paint & Glass August 2001 - February 2003
The Church of Jesus Christ of Latterday Saints August 1999 - June 2001
KCB Towers, Inc. June 1998 - August 1999
The Pizza Factory August 1994 - May 1999
Skills
Insurance, Customer Relations, Risk Management, Customer Service, Strategic Planning, Team Building, Sales Management, Negotiation, New Business Development, Workers Compensation, Public Speaking, Budgeting, Problem Solving, Construction, Event Planning, Transportation, General Liability, Claims, Contract Negotiation, Team Leadership, Coaching, Ag Food, Commercial Insurance, Alternative Risk..., Legal Liability, Captives, Brokers, Professional Liability, Strategy, CRM, Financial Risk, Property & Casualty..., Analysis, Underwriting
Education
Southern Utah University 2001 — 2005
BA, German, Business Management
Cedar City High School 1994 — 1998
Alliant Insurance Services February 2014 - Present
Aon Risk Solutions February 2011 - February 2014
Barlocker Insurance Services / Leavitt Group February 2007 - February 2011
The Leavitt Group June 2005 - December 2006
Cleve Weaver Construction June 1994 - July 2005
The Pizza Factory February 2003 - June 2005
Jones Paint & Glass August 2001 - February 2003
The Church of Jesus Christ of Latterday Saints August 1999 - June 2001
KCB Towers, Inc. June 1998 - August 1999
The Pizza Factory August 1994 - May 1999
Skills
Insurance, Customer Relations, Risk Management, Customer Service, Strategic Planning, Team Building, Sales Management, Negotiation, New Business Development, Workers Compensation, Public Speaking, Budgeting, Problem Solving, Construction, Event Planning, Transportation, General Liability, Claims, Contract Negotiation, Team Leadership, Coaching, Ag Food, Commercial Insurance, Alternative Risk..., Legal Liability, Captives, Brokers, Professional Liability, Strategy, CRM, Financial Risk, Property & Casualty..., Analysis, Underwriting
Education
Southern Utah University 2001 — 2005
BA, German, Business Management
Cedar City High School 1994 — 1998
Christopher Champlin's The Leavitt Group Experience April 2002 - February 2005
Job SIU Director at iUnlimited Investigative Services, Inc.
Industry Insurance
Experience
iUnlimited, Inc. January 2013 - Present
GlobalOptions October 2010 - January 2013
Probe Information Services, Inc. February 2008 - October 2010
GlobalOptions February 2005 - February 2008
The Leavitt Group April 2002 - February 2005
City of Clearlake, CA June 2000 - April 2002
County of Marin March 1997 - June 1999
United States Marine Corps October 1988 - December 1998
Napa County January 1993 - March 1997
Skills
Insurance Investigations, Commercial Insurance, Workers Compensation..., Fraud Detection, Workers' Compensation..., P&C Insurance, Special Investigations, General Liability..., Surveillance, Claims Investigations, Investigation, Workers Compensation, Physical Security, Background Checks, Private Investigations, Skip Tracing, Police, Interrogation, Internal Investigations, Security Management, Executive Protection, Fraud, Evidence, Claim, Liability, Litigation Support, Claim Investigation, Criminal Investigations, Subrogation, Asset Protection, Accident
Education
Pacific Union College 2003 — 2007
Bachelors of Science, Criminal Justice/Law Enforcement Administration
iUnlimited, Inc. January 2013 - Present
GlobalOptions October 2010 - January 2013
Probe Information Services, Inc. February 2008 - October 2010
GlobalOptions February 2005 - February 2008
The Leavitt Group April 2002 - February 2005
City of Clearlake, CA June 2000 - April 2002
County of Marin March 1997 - June 1999
United States Marine Corps October 1988 - December 1998
Napa County January 1993 - March 1997
Skills
Insurance Investigations, Commercial Insurance, Workers Compensation..., Fraud Detection, Workers' Compensation..., P&C Insurance, Special Investigations, General Liability..., Surveillance, Claims Investigations, Investigation, Workers Compensation, Physical Security, Background Checks, Private Investigations, Skip Tracing, Police, Interrogation, Internal Investigations, Security Management, Executive Protection, Fraud, Evidence, Claim, Liability, Litigation Support, Claim Investigation, Criminal Investigations, Subrogation, Asset Protection, Accident
Education
Pacific Union College 2003 — 2007
Bachelors of Science, Criminal Justice/Law Enforcement Administration
Bradley Nahra's The Leavitt Group Experience 2009 - 2010
Job District Sales Manager at CocaCola Refreshments
Industry Food & Beverages
Experience
Coca-Cola Refreshments 2013 - Present
Coca-Cola Refreshments 2011 - 2013
IMG 2008 - 2011
The Leavitt Group 2009 - 2010
Richmond American Homes 2006 - 2008
Elite Communities 2003 - 2006
Skills
B2B, New Business Development, Business Analysis, Business Development, Microsoft Excel, Microsoft Word, Presentations, Direct Sales, Sales Process, Sales Presentations, Beverage Industry, Consumer Products, Sports, Sports Marketing, Microsoft Office, Management, Marketing, Marketing Strategy
Education
Arizona State University 2007 — 2009
Master of Business Administration (MBA)
Arizona State University 1998 — 2002
Bachelor's degree, Business and Communications
Coca-Cola Refreshments 2013 - Present
Coca-Cola Refreshments 2011 - 2013
IMG 2008 - 2011
The Leavitt Group 2009 - 2010
Richmond American Homes 2006 - 2008
Elite Communities 2003 - 2006
Skills
B2B, New Business Development, Business Analysis, Business Development, Microsoft Excel, Microsoft Word, Presentations, Direct Sales, Sales Process, Sales Presentations, Beverage Industry, Consumer Products, Sports, Sports Marketing, Microsoft Office, Management, Marketing, Marketing Strategy
Education
Arizona State University 2007 — 2009
Master of Business Administration (MBA)
Arizona State University 1998 — 2002
Bachelor's degree, Business and Communications
Tyler Seymour Tyler Seymour's The Leavitt Group Experience January 2002 - Present
Job Commercial Insurance Broker / Risk Management Consultant
Industry Insurance
Experience
The Leavitt Group January 2002 - Present
Fuhriman Insurance 2001 - 2001
Skills
Workers Compensation, Insurance, Risk Management, Property & Casualty..., Customer Service, Customer Relations, Construction, Budgeting, Commercial Insurance, Microsoft Office, Liability, PowerPoint, Employee Benefits, Business 2 Business, Product Analysis, Sales Process, Person 2 Person, B2B, Budgets, Sales, Life Insurance, Underwriting, Commercial Lines, Employment Practices..., Leadership, Management, D&O, Umbrella Insurance, Casualty, Brokers, Legal Liability, Health Insurance, Inland Marine, General Insurance, Claim, Term Life Insurance, Excess, Surety Bonds
Education
National Alliance 2003 — 2006
Certified Insurance Counselor, Property Casualty Insurance
Utah State University 2000 — 2002
John Huntsman School of Business Management, Business
Brigham Young University - Idaho 1995 — 1999
Business Administration and Management, General
The Leavitt Group January 2002 - Present
Fuhriman Insurance 2001 - 2001
Skills
Workers Compensation, Insurance, Risk Management, Property & Casualty..., Customer Service, Customer Relations, Construction, Budgeting, Commercial Insurance, Microsoft Office, Liability, PowerPoint, Employee Benefits, Business 2 Business, Product Analysis, Sales Process, Person 2 Person, B2B, Budgets, Sales, Life Insurance, Underwriting, Commercial Lines, Employment Practices..., Leadership, Management, D&O, Umbrella Insurance, Casualty, Brokers, Legal Liability, Health Insurance, Inland Marine, General Insurance, Claim, Term Life Insurance, Excess, Surety Bonds
Education
National Alliance 2003 — 2006
Certified Insurance Counselor, Property Casualty Insurance
Utah State University 2000 — 2002
John Huntsman School of Business Management, Business
Brigham Young University - Idaho 1995 — 1999
Business Administration and Management, General
Dion Munk's The Leavitt Group Experience April 2011 - August 2011
Job Programmer Analyst at Southern Utah University
Industry Information Technology and Services
Experience
Southern Utah University August 2011 - Present
Lexington Media Group, LLC. March 2011 - Present
The Leavitt Group April 2011 - August 2011
Southern Utah University August 2008 - May 2011
Internet Effects January 2002 - August 2008
Keyworld Enterprises January 2000 - January 2002
Skills
MySQL, CSS, Web Development, PHP, JavaScript, jQuery, Databases, Java, HTML, Django, Bash, Windows, VMware, Servers, Oracle, PostgreSQL, Python, Leadership, Hardware, C++, PL/SQL, Quest vWorkspace, User Interface Design, Ubuntu, Programming, Troubleshooting, SQL, Networking, HTML5, VB.NET, Citrix, Access, Software Development, Web Design, Microsoft SQL Server, Linux, Virtualization, OS X, Network Security, iOS, Apache, Communication, Multi Tasking, Adaptability, Flexibility, Interpersonal Skill, Microsoft RemoteApp
Education
Southern Utah University 2008 — 2011
BS, Computer Science
Dixie State College 2002 — 2003
Graphic Design
Snow Canyon High School
Southern Utah University August 2011 - Present
Lexington Media Group, LLC. March 2011 - Present
The Leavitt Group April 2011 - August 2011
Southern Utah University August 2008 - May 2011
Internet Effects January 2002 - August 2008
Keyworld Enterprises January 2000 - January 2002
Skills
MySQL, CSS, Web Development, PHP, JavaScript, jQuery, Databases, Java, HTML, Django, Bash, Windows, VMware, Servers, Oracle, PostgreSQL, Python, Leadership, Hardware, C++, PL/SQL, Quest vWorkspace, User Interface Design, Ubuntu, Programming, Troubleshooting, SQL, Networking, HTML5, VB.NET, Citrix, Access, Software Development, Web Design, Microsoft SQL Server, Linux, Virtualization, OS X, Network Security, iOS, Apache, Communication, Multi Tasking, Adaptability, Flexibility, Interpersonal Skill, Microsoft RemoteApp
Education
Southern Utah University 2008 — 2011
BS, Computer Science
Dixie State College 2002 — 2003
Graphic Design
Snow Canyon High School
Bev Myers Bev Myers's The Leavitt Group Experience 2009 - Present
Job Environmental Specialist
Industry Environmental Services
Experience
The Leavitt Group 2009 - Present
CPH Engineers February 2006 - July 2006
Bowyer-Singleton & Associates September 1994 - May 2002
Skills
Research, Environmental Analysis, Project Management, customer service, Conservation Issues, environmental policy..., environmental site..., Endangered Species Act, climate change policy, Utah prairie dog..., wetland delineation, wetland monitoring, endangered and..., Managing Project Budgets, Technical Writing, Academic Writing
Education
Kaplan University 2012 — 2014
Master's of Science, Environmental Policy
Kaplan University 2012 — 2014
Master's Degree, Environmental Policy
Rollins College 1997 — 2004
Bachelor of Arts, Environmental Studies and Growth Management
The Leavitt Group 2009 - Present
CPH Engineers February 2006 - July 2006
Bowyer-Singleton & Associates September 1994 - May 2002
Skills
Research, Environmental Analysis, Project Management, customer service, Conservation Issues, environmental policy..., environmental site..., Endangered Species Act, climate change policy, Utah prairie dog..., wetland delineation, wetland monitoring, endangered and..., Managing Project Budgets, Technical Writing, Academic Writing
Education
Kaplan University 2012 — 2014
Master's of Science, Environmental Policy
Kaplan University 2012 — 2014
Master's Degree, Environmental Policy
Rollins College 1997 — 2004
Bachelor of Arts, Environmental Studies and Growth Management
Bradford M. Backlund's The Leavitt Group Experience June 2008 - Present
Job Vice President of Captive Solutions & Business Insurance
Industry Insurance
Experience
EPIC (Edgewood Partners Insurance Center) July 2014 - Present
The Leavitt Group June 2008 - Present
National Association of Health Underwriters July 2010 - July 2011
Enterprise Rent-A-Car February 2006 - May 2008
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Brokers, Reinsurance, Life Insurance, Leadership, Workers Compensation, Professional Liability, Underwriting, Umbrella Insurance, Small Business, Inland Marine, Casualty, Legal Liability, Risk Management, Liability, Property & Casualty..., Commercial Insurance, General Insurance, Claim, D&O, Commercial Lines, Employment Practices..., Financial Risk, Term Life Insurance
Education
Southern Utah University 2001 — 2005
BS, Business Marketing
EPIC (Edgewood Partners Insurance Center) July 2014 - Present
The Leavitt Group June 2008 - Present
National Association of Health Underwriters July 2010 - July 2011
Enterprise Rent-A-Car February 2006 - May 2008
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Brokers, Reinsurance, Life Insurance, Leadership, Workers Compensation, Professional Liability, Underwriting, Umbrella Insurance, Small Business, Inland Marine, Casualty, Legal Liability, Risk Management, Liability, Property & Casualty..., Commercial Insurance, General Insurance, Claim, D&O, Commercial Lines, Employment Practices..., Financial Risk, Term Life Insurance
Education
Southern Utah University 2001 — 2005
BS, Business Marketing
Scott Brueck's The Leavitt Group Experience January 2007 - May 2010
Job Assistant Director of Operations & Communication
Industry Higher Education
Experience
Oregon State University July 2014 - Present
Oregon State University February 2014 - Present
Oregon State University September 2013 - July 2014
Stadium Way/College Way June 2013 - July 2014
Dalton Apartments May 2012 - September 2013
Chi Phi Fraternity May 2012 - September 2013
Southern Utah University May 2011 - September 2013
Southern Utah University August 2010 - May 2011
The Leavitt Group January 2007 - May 2010
Skills
Public Speaking, Social Media, Higher Education, Customer Service, Recruiting, Event Planning, Leadership, Management, Research, Marketing Strategy, Social Networking, Spanish, PowerPoint, Advertising, Fundraising, Leadership Development, Team Leadership, Photoshop, InDesign, Interviewing, Microsoft Office, Sales, Problem Solving, Student Affairs
Education
Oregon State University 2013 — 2015
Master of Education (M.Ed.), College Student Services Administration, 3.94
Southern Utah University 2006 — 2010
Bachelor of Arts (B.A.), Communication Composite in Advertising & Interpersonal, 3.64
Oregon State University July 2014 - Present
Oregon State University February 2014 - Present
Oregon State University September 2013 - July 2014
Stadium Way/College Way June 2013 - July 2014
Dalton Apartments May 2012 - September 2013
Chi Phi Fraternity May 2012 - September 2013
Southern Utah University May 2011 - September 2013
Southern Utah University August 2010 - May 2011
The Leavitt Group January 2007 - May 2010
Skills
Public Speaking, Social Media, Higher Education, Customer Service, Recruiting, Event Planning, Leadership, Management, Research, Marketing Strategy, Social Networking, Spanish, PowerPoint, Advertising, Fundraising, Leadership Development, Team Leadership, Photoshop, InDesign, Interviewing, Microsoft Office, Sales, Problem Solving, Student Affairs
Education
Oregon State University 2013 — 2015
Master of Education (M.Ed.), College Student Services Administration, 3.94
Southern Utah University 2006 — 2010
Bachelor of Arts (B.A.), Communication Composite in Advertising & Interpersonal, 3.64
Victor Romero's The Leavitt Group Experience November 2013 - August 2014
Job Contact Center Representative I at AIG
Industry Insurance
Experience
AIG September 2014 - Present
The Leavitt Group November 2013 - August 2014
LA's BEST July 2010 - October 2013
Skills
Personal Financial..., General principles of..., Insurance planning, Investment planning, Income tax planning, Retirement planning, Interpersonal..., Estate planning, Professional conduct..., Financial plan...
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Finance
California State University-Northridge
AIG September 2014 - Present
The Leavitt Group November 2013 - August 2014
LA's BEST July 2010 - October 2013
Skills
Personal Financial..., General principles of..., Insurance planning, Investment planning, Income tax planning, Retirement planning, Interpersonal..., Estate planning, Professional conduct..., Financial plan...
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (BS), Finance
California State University-Northridge
Sarah Shafer Sarah Shafer's The Leavitt Group Experience August 2012 - October 2013
Job Operations Manager at Reid Insurance Group
Industry Financial Services
Experience
Reid Insurance Group October 2013 - Present
The Leavitt Group August 2012 - October 2013
Skills
Customer Service, Health Insurance, Life Insurance, Property & Casualty..., Wealth Management
Education
New Mexico State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Reid Insurance Group October 2013 - Present
The Leavitt Group August 2012 - October 2013
Skills
Customer Service, Health Insurance, Life Insurance, Property & Casualty..., Wealth Management
Education
New Mexico State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Stephen Tuuk Stephen Tuuk's The Leavitt Group Experience October 2012 - Present
Job Vice President, Professional & Executive Liability, Leavitt Group
Industry Insurance
Experience
The Leavitt Group October 2012 - Present
MPFL Corporation September 1993 - Present
Timothy Leadership Training Institute November 2011 - Present
Holland Home 2012 - Present
The Hanover Insurance Group September 2007 - September 2010
Professionals Direct September 1993 - September 2007
Miller, Canfield, Paddorck and Stone, PLLC June 1984 - December 1995
Skills
Insurance, Professional Liability, Underwriting, Liability, Legal Liability, Sales, Investments, D&O, Leadership, Property & Casualty..., Claims Management, Risk Management, Customer Service, Marketing, Reinsurance, Casualty, Real Estate, Management, Casualty Insurance
Education
Valparaiso University School of Law 1975 — 1978
JD, Law
Calvin College 1971 — 1975
B.A, History
The Leavitt Group October 2012 - Present
MPFL Corporation September 1993 - Present
Timothy Leadership Training Institute November 2011 - Present
Holland Home 2012 - Present
The Hanover Insurance Group September 2007 - September 2010
Professionals Direct September 1993 - September 2007
Miller, Canfield, Paddorck and Stone, PLLC June 1984 - December 1995
Skills
Insurance, Professional Liability, Underwriting, Liability, Legal Liability, Sales, Investments, D&O, Leadership, Property & Casualty..., Claims Management, Risk Management, Customer Service, Marketing, Reinsurance, Casualty, Real Estate, Management, Casualty Insurance
Education
Valparaiso University School of Law 1975 — 1978
JD, Law
Calvin College 1971 — 1975
B.A, History
Jennifer Morrison Jennifer Morrison's The Leavitt Group Experience June 2011 - November 2012
Job Training Director/Project Manager at FJAUS
Industry Computer Software
Experience
FJA-US December 2013 - Present
FJA-US December 2012 - December 2013
The Leavitt Group June 2011 - November 2012
Vertafore September 2009 - March 2011
Vertafore 2008 - 2009
Vertafore 2007 - 2008
Farmers Financial Services 2001 - 2007
CIGNA RETIREMENT & INVESTMENT SERVICES September 1997 - May 2001
Skills
Software, Financial Services, Project Management, Insurance, Management, Leadership, Program Management, Training, CRM, Problem Solving, Sales, Budgets, Account Management, Software Documentation, SaaS, Sales Process, Human Resources, Consulting, Risk Management, Analysis, Employee Training, Process Improvement, Change Management, Enterprise Software, Cross-functional Team..., SDLC, Software Project..., Call Centers, Customer Satisfaction, Agile Methodologies, Access, Business Process..., Professional Services, Sales Operations
Education
Colorado State University 1991 — 1995
Bachelors of Science, Psychology
AMERICAN SCHOOL IN LONDON 1988 — 1991
FJA-US December 2013 - Present
FJA-US December 2012 - December 2013
The Leavitt Group June 2011 - November 2012
Vertafore September 2009 - March 2011
Vertafore 2008 - 2009
Vertafore 2007 - 2008
Farmers Financial Services 2001 - 2007
CIGNA RETIREMENT & INVESTMENT SERVICES September 1997 - May 2001
Skills
Software, Financial Services, Project Management, Insurance, Management, Leadership, Program Management, Training, CRM, Problem Solving, Sales, Budgets, Account Management, Software Documentation, SaaS, Sales Process, Human Resources, Consulting, Risk Management, Analysis, Employee Training, Process Improvement, Change Management, Enterprise Software, Cross-functional Team..., SDLC, Software Project..., Call Centers, Customer Satisfaction, Agile Methodologies, Access, Business Process..., Professional Services, Sales Operations
Education
Colorado State University 1991 — 1995
Bachelors of Science, Psychology
AMERICAN SCHOOL IN LONDON 1988 — 1991
Rachel Norton Rachel Norton's The Leavitt Group Experience January 2013 - July 2014
Job Named Account Executive at Konica Minolta Business Solutions U.S.A., Inc.
Industry Insurance
Experience
Konica Minolta Business Solutions U.S.A., Inc. December 2014 - Present
The Leavitt Group January 2013 - July 2014
Bridgewell Resources LLC 2012 - 2013
ReachLocal September 2010 - February 2011
Ricoh Business Solutions August 2006 - December 2009
Skills
Sales, Networking, Account Management, SEO, Sales Process, Property & Casualty..., New Business Development, Salesforce.com, Direct Sales, Selling, Cold Calling, Insurance, Sales Presentations, Sales Management, CRM, Team Building, Customer Retention, B2B, Marketing, Business Development, Leadership, Lead Generation, Solution Selling, Contract Negotiation
Education
Portland State University
Bachelor of Science (B.S.), Business Administration and Management, General
Tigard high
Konica Minolta Business Solutions U.S.A., Inc. December 2014 - Present
The Leavitt Group January 2013 - July 2014
Bridgewell Resources LLC 2012 - 2013
ReachLocal September 2010 - February 2011
Ricoh Business Solutions August 2006 - December 2009
Skills
Sales, Networking, Account Management, SEO, Sales Process, Property & Casualty..., New Business Development, Salesforce.com, Direct Sales, Selling, Cold Calling, Insurance, Sales Presentations, Sales Management, CRM, Team Building, Customer Retention, B2B, Marketing, Business Development, Leadership, Lead Generation, Solution Selling, Contract Negotiation
Education
Portland State University
Bachelor of Science (B.S.), Business Administration and Management, General
Tigard high
Ashley Mortensen Ashley Mortensen's The Leavitt Group Experience May 2012 - Present
Job SEO Specialist at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group May 2012 - Present
Skills
Report Writing, Online Marketing, Customer Service, Microsoft Office, Social Media Marketing, SEO, Google Analytics, Analysis, Insurance
Education
Southern Utah University 2004 — 2010
Bachelor of Science (BS), Psychology
The Leavitt Group May 2012 - Present
Skills
Report Writing, Online Marketing, Customer Service, Microsoft Office, Social Media Marketing, SEO, Google Analytics, Analysis, Insurance
Education
Southern Utah University 2004 — 2010
Bachelor of Science (BS), Psychology
Houston Erbstoesser Houston Erbstoesser's The Leavitt Group Experience August 2010 - May 2012
Job Assistant Vice President Corporate Banking
Industry Banking
Experience
Wells Fargo Bank May 2015 - Present
Wells Fargo Bank August 2013 - May 2015
Zions Bank August 2012 - August 2013
Office of the Utah State Auditor May 2012 - August 2012
The Leavitt Group August 2010 - May 2012
Clark Pest Control May 2009 - August 2009
Orkin Pest Control May 2008 - July 2008
Skills
Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Sales Prospecting, Underwriting, Sales, Banking, Finance, Credit, General Ledger
Education
Southern Utah University 2012 — 2013
Masters of Accountancy, Accounting, Masters Student
Southern Utah University 2010 — 2011
Bachelor's degree, Accounting
Valparaiso University 2009 — 2009
Accounting
Snow College 2007 — 2008
Accounting
Wells Fargo Bank May 2015 - Present
Wells Fargo Bank August 2013 - May 2015
Zions Bank August 2012 - August 2013
Office of the Utah State Auditor May 2012 - August 2012
The Leavitt Group August 2010 - May 2012
Clark Pest Control May 2009 - August 2009
Orkin Pest Control May 2008 - July 2008
Skills
Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Sales Prospecting, Underwriting, Sales, Banking, Finance, Credit, General Ledger
Education
Southern Utah University 2012 — 2013
Masters of Accountancy, Accounting, Masters Student
Southern Utah University 2010 — 2011
Bachelor's degree, Accounting
Valparaiso University 2009 — 2009
Accounting
Snow College 2007 — 2008
Accounting
Aimee Peterson Aimee Peterson's The Leavitt Group Experience July 2012 - September 2012
Job Audit Intern at Tanner LLC
Industry Accounting
Experience
Tanner LLC January 2014 - May 2014
Christensens Department Store January 2011 - January 2014
The Leavitt Group July 2012 - September 2012
Senate Finance Committee August 2011 - December 2011
Skills
Customer Service, Music, Positivity, Self-driven, Organization, Honest, Dependable Team Player, Accounting, Public Speaking
Education
Southern Utah University 2009 — 2013
Bachelor of Science (BS), Accounting
Tanner LLC January 2014 - May 2014
Christensens Department Store January 2011 - January 2014
The Leavitt Group July 2012 - September 2012
Senate Finance Committee August 2011 - December 2011
Skills
Customer Service, Music, Positivity, Self-driven, Organization, Honest, Dependable Team Player, Accounting, Public Speaking
Education
Southern Utah University 2009 — 2013
Bachelor of Science (BS), Accounting
Julie Dalby Julie Dalby's The Leavitt Group Experience November 2009 - September 2014
Job Sr. Account Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies September 2014 - Present
The Leavitt Group November 2009 - September 2014
Willis February 2002 - November 2009
Timothy S. Mills Insurance Services 1990 - 1997
Skills
Commercial Insurance, Property & Casualty..., Casualty Insurance, Workers Compensation, Claim, Account Management
Education
San Diego State University-California State University 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Lockton Companies September 2014 - Present
The Leavitt Group November 2009 - September 2014
Willis February 2002 - November 2009
Timothy S. Mills Insurance Services 1990 - 1997
Skills
Commercial Insurance, Property & Casualty..., Casualty Insurance, Workers Compensation, Claim, Account Management
Education
San Diego State University-California State University 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Caroline Poe's The Leavitt Group Experience April 2011 - December 2013
Job Client Manager at Willis
Industry Events Services
Experience
Willis June 2015 - Present
Network After Work November 2014 - Present
AlliedPRA November 2014 - May 2015
LMA Marketing & Advertising December 2013 - August 2014
The Leavitt Group April 2011 - December 2013
Language Door San Diego July 2010 - August 2013
Escondido Union School District September 2010 - April 2011
The Master's College August 2008 - December 2008
The Master's College August 2007 - May 2008
Cuyamaca College American Sign Language Association August 2005 - December 2006
Skills
American Sign Language, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Health Insurance, Outlook, Teaching, Social Networking, Life & Health Insurance..., Time Management, WordPress, Employee Benefits Design, Social Media, Account Management, Photoshop, Facebook, Marketing Strategy, Blogging, Event Planning, Twitter, Instagram, Internet, Benefits Administration, Pinterest, Google+
Education
Thomas Edison State College 2008 — 2009
Bachelor of Arts (BA), Communication and Media Studies: Completed BA in 3 years
San Diego Mesa College 2009 — 2010
American Sign Language Interpreting Program
The Master's College 2007 — 2008
Communication and Media Studies
Willis June 2015 - Present
Network After Work November 2014 - Present
AlliedPRA November 2014 - May 2015
LMA Marketing & Advertising December 2013 - August 2014
The Leavitt Group April 2011 - December 2013
Language Door San Diego July 2010 - August 2013
Escondido Union School District September 2010 - April 2011
The Master's College August 2008 - December 2008
The Master's College August 2007 - May 2008
Cuyamaca College American Sign Language Association August 2005 - December 2006
Skills
American Sign Language, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Health Insurance, Outlook, Teaching, Social Networking, Life & Health Insurance..., Time Management, WordPress, Employee Benefits Design, Social Media, Account Management, Photoshop, Facebook, Marketing Strategy, Blogging, Event Planning, Twitter, Instagram, Internet, Benefits Administration, Pinterest, Google+
Education
Thomas Edison State College 2008 — 2009
Bachelor of Arts (BA), Communication and Media Studies: Completed BA in 3 years
San Diego Mesa College 2009 — 2010
American Sign Language Interpreting Program
The Master's College 2007 — 2008
Communication and Media Studies
Susan OReilly Susan OReilly's The Leavitt Group Experience June 2013 - December 2013
Job Independent Contractor Employee Benefits
Industry Insurance
Experience
Independent Contractor May 2015 - Present
The Leavitt Group June 2013 - December 2013
Leavitt Group / Jenkins Insurance Services August 2010 - June 2013
Hanna Global Solutions June 2005 - July 2010
Athens Benefits January 2000 - June 2005
Skills
Strategic Planning, Team Leadership, Management, Project Management, Staff Supervision, Insurance, Process Improvement, Call Center, Third Party Vendor..., Call Centers, Account Management, Salesforce.com, Health Insurance, Disability Insurance, Underwriting, Benefits Administration, Life Insurance, Health Savings Accounts, Employee Benefits, Customer Service, Brokers
Education
New Jersey City University 1992 — 1994
Business Administration and Management, General
Diablo Valley College 1976 — 1978
Associate of Arts (A.A.), Business/Commerce, General
Independent Contractor May 2015 - Present
The Leavitt Group June 2013 - December 2013
Leavitt Group / Jenkins Insurance Services August 2010 - June 2013
Hanna Global Solutions June 2005 - July 2010
Athens Benefits January 2000 - June 2005
Skills
Strategic Planning, Team Leadership, Management, Project Management, Staff Supervision, Insurance, Process Improvement, Call Center, Third Party Vendor..., Call Centers, Account Management, Salesforce.com, Health Insurance, Disability Insurance, Underwriting, Benefits Administration, Life Insurance, Health Savings Accounts, Employee Benefits, Customer Service, Brokers
Education
New Jersey City University 1992 — 1994
Business Administration and Management, General
Diablo Valley College 1976 — 1978
Associate of Arts (A.A.), Business/Commerce, General
Caleb Miller, CPA Caleb Miller, CPA's The Leavitt Group Experience May 2006 - May 2007
Job Controller at BasicGrey, LLC
Industry Consumer Goods
Experience
Modify Ink January 2014 - Present
BasicGrey, LLC August 2011 - Present
Tanner LC April 2009 - August 2011
Tanner LC May 2007 - April 2009
The Leavitt Group May 2006 - May 2007
Southern Utah University May 2006 - May 2007
Southern Utah University May 2005 - May 2006
Southern Utah University May 2003 - May 2005
Southern Utah University May 2001 - May 2002
Skills
Accounting, GAAP, Internal Controls, QuickBooks, Auditing, Revenue Recognition, Financial Accounting, Private Companies, Public Companies, Employee Benefits, Financial Reporting, Financial Statements, Bookkeeping, US GAAP, Assurance, Budgets, CPA, Insurance, Microsoft Office, Tax, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Month End Close, Manufacturing, Consolidation, SEC filings, Microsoft Excel, Financial Analysis, Management, Month End Reporting, Cash Flow, ERP Software, Start-up Environment, Wholesale Operations
Education
Southern Utah University 2000 — 2006
Masters of Accountantcy, Accounting, 3.9
Modify Ink January 2014 - Present
BasicGrey, LLC August 2011 - Present
Tanner LC April 2009 - August 2011
Tanner LC May 2007 - April 2009
The Leavitt Group May 2006 - May 2007
Southern Utah University May 2006 - May 2007
Southern Utah University May 2005 - May 2006
Southern Utah University May 2003 - May 2005
Southern Utah University May 2001 - May 2002
Skills
Accounting, GAAP, Internal Controls, QuickBooks, Auditing, Revenue Recognition, Financial Accounting, Private Companies, Public Companies, Employee Benefits, Financial Reporting, Financial Statements, Bookkeeping, US GAAP, Assurance, Budgets, CPA, Insurance, Microsoft Office, Tax, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Month End Close, Manufacturing, Consolidation, SEC filings, Microsoft Excel, Financial Analysis, Management, Month End Reporting, Cash Flow, ERP Software, Start-up Environment, Wholesale Operations
Education
Southern Utah University 2000 — 2006
Masters of Accountantcy, Accounting, 3.9
Brandon Berglund Brandon Berglund's The Leavitt Group Experience September 2006 - April 2011
Job Agent Owner at The Berglund Insurance Agency
Industry Insurance
Experience
The Berglund Insurance Agency, Inc. April 2011 - Present
The Ahbe Group April 2011 - Present
Berco Properties, LLC November 2010 - March 2014
The Leavitt Group September 2006 - April 2011
Skills
MS Office Suite, SEO, SEM, Database Mining, Social Media Marketing, Google Adwords, Google Maps, Google Analytics, Insurance, Commercial Insurance, Workers Compensation, Small Business, Property & Casualty..., Agents, General Insurance, Commercial Lines, Professional Liability, D&O, General Liability, Inland Marine, Liability, Professional Indemnity, Crystal Reports, Microsoft Excel, Sales, Marketing, Legal Liability, Microsoft Office, Customer Service
Education
Brigham Young University - Idaho 2000 — 2006
Bachelor of Science, Business, Management, Marketing, and Related Support Services
The Berglund Insurance Agency, Inc. April 2011 - Present
The Ahbe Group April 2011 - Present
Berco Properties, LLC November 2010 - March 2014
The Leavitt Group September 2006 - April 2011
Skills
MS Office Suite, SEO, SEM, Database Mining, Social Media Marketing, Google Adwords, Google Maps, Google Analytics, Insurance, Commercial Insurance, Workers Compensation, Small Business, Property & Casualty..., Agents, General Insurance, Commercial Lines, Professional Liability, D&O, General Liability, Inland Marine, Liability, Professional Indemnity, Crystal Reports, Microsoft Excel, Sales, Marketing, Legal Liability, Microsoft Office, Customer Service
Education
Brigham Young University - Idaho 2000 — 2006
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Jesi Rosenfeld Jesi Rosenfeld's The Leavitt Group Experience December 2012 - September 2014
Job Commercial Lines Account Representative
Industry Insurance
Experience
Arroyo Insurance Services October 2014 - Present
The Leavitt Group December 2012 - September 2014
Paramount Insurance Services, Inc August 2009 - December 2012
Theodore Insurance Agency, Inc March 2006 - May 2009
Skills
Insurance, Account Management, Customer Service, Organizational..., Outlook, Microsoft Excel, Sales, Data Entry, Team Building, PowerPoint, Sales Management, Accounts Receivable, Call Center, Marketing, Invoicing, Workers Compensation, Call Centers, Commercial Insurance, Property
Education
Antelope Valley College 2002 — 2004
Pierce College
Arroyo Insurance Services October 2014 - Present
The Leavitt Group December 2012 - September 2014
Paramount Insurance Services, Inc August 2009 - December 2012
Theodore Insurance Agency, Inc March 2006 - May 2009
Skills
Insurance, Account Management, Customer Service, Organizational..., Outlook, Microsoft Excel, Sales, Data Entry, Team Building, PowerPoint, Sales Management, Accounts Receivable, Call Center, Marketing, Invoicing, Workers Compensation, Call Centers, Commercial Insurance, Property
Education
Antelope Valley College 2002 — 2004
Pierce College
Igor Vido Igor Vido's The Leavitt Group Experience August 2005 - April 2008
Job Commerical Insurance Broker at Teague Insurance Agency, Inc.
Industry Insurance
Experience
Teague Insurance Agency, Inc. April 2008 - Present
The Leavitt Group August 2005 - April 2008
SullivanCurtisMonroe January 2002 - August 2005
Calco Insurance Brokers March 1982 - January 2002
Skills
Workers Compensation, Commercial Insurance, General Liability, Property & Casualty..., Professional Liability, Employee Benefits
Education
CSU Chico
Bachelor of Arts (BA), International Relations, Latin American Studies & Tourism
University of San Diego
Teague Insurance Agency, Inc. April 2008 - Present
The Leavitt Group August 2005 - April 2008
SullivanCurtisMonroe January 2002 - August 2005
Calco Insurance Brokers March 1982 - January 2002
Skills
Workers Compensation, Commercial Insurance, General Liability, Property & Casualty..., Professional Liability, Employee Benefits
Education
CSU Chico
Bachelor of Arts (BA), International Relations, Latin American Studies & Tourism
University of San Diego
William Munn's The Leavitt Group Experience May 2003 - April 2005
Job A Software Professional and Member of Fantastic Agile Teams CGFWB
Industry Computer Software
Experience
HealthEquity November 2012 - Present
The Scooter Store November 2010 - November 2012
MonaVie November 2007 - November 2010
NiftySites January 2003 - May 2009
Close To My Heart April 2005 - November 2007
The Leavitt Group May 2003 - April 2005
Southern Utah University August 2001 - May 2003
Skills
Agile Methodologies, C#, JavaScript, ASP.NET MVC, AngularJS, Microsoft SQL Server, Software Architecture, Team Leadership, Object Oriented Design, Process Improvement, Design Patterns, CSS, TFS, HTML, Unit Testing, Refactoring, Web Services, Architecture, .NET, ASP.NET, SQL, Software Development
Education
Southern Utah University 2001 — 2004
Computer Science
HealthEquity November 2012 - Present
The Scooter Store November 2010 - November 2012
MonaVie November 2007 - November 2010
NiftySites January 2003 - May 2009
Close To My Heart April 2005 - November 2007
The Leavitt Group May 2003 - April 2005
Southern Utah University August 2001 - May 2003
Skills
Agile Methodologies, C#, JavaScript, ASP.NET MVC, AngularJS, Microsoft SQL Server, Software Architecture, Team Leadership, Object Oriented Design, Process Improvement, Design Patterns, CSS, TFS, HTML, Unit Testing, Refactoring, Web Services, Architecture, .NET, ASP.NET, SQL, Software Development
Education
Southern Utah University 2001 — 2004
Computer Science
Allen Goodwin's The Leavitt Group Experience May 2000 - November 2001
Job President at Republic Indemnity
Industry Insurance
Experience
Republic Indemnity March 2015 - Present
Republic Indemnity August 2011 - March 2015
Advantage Workers Compensation Ins. Company 2005 - 2011
Workers Compensation Fund November 2001 - June 2005
The Leavitt Group May 2000 - November 2001
Superior National February 1995 - May 2000
Zenith Insurance Company 1988 - 1995
Skills
Underwriting, Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Reinsurance, Casualty, Umbrella Insurance, Liability, Casualty Insurance, Claims Management, Claim, Commercial Lines, Employment Practices..., Marketing Strategy, Team Leadership, Customer Experience
Education
Brigham Young University
BS, International Finance
University of Utah - David Eccles School of Business
MBA
Republic Indemnity March 2015 - Present
Republic Indemnity August 2011 - March 2015
Advantage Workers Compensation Ins. Company 2005 - 2011
Workers Compensation Fund November 2001 - June 2005
The Leavitt Group May 2000 - November 2001
Superior National February 1995 - May 2000
Zenith Insurance Company 1988 - 1995
Skills
Underwriting, Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Reinsurance, Casualty, Umbrella Insurance, Liability, Casualty Insurance, Claims Management, Claim, Commercial Lines, Employment Practices..., Marketing Strategy, Team Leadership, Customer Experience
Education
Brigham Young University
BS, International Finance
University of Utah - David Eccles School of Business
MBA
Josh Munro Josh Munro's The Leavitt Group Experience April 2013 - February 2014
Job GM/Owner at Theel Motors Inc
Industry Automotive
Experience
Theel Motors Inc February 2014 - Present
The Leavitt Group April 2013 - February 2014
Apria Healthcare December 2010 - February 2013
Western States Insurance June 2007 - June 2009
Bozeman Daily Chronicle October 2005 - June 2007
Skills
Account Management, Insurance, Marketing, Customer Service, Direct Sales, Selling, Sales Operations, Sales Management, Customer Retention, Salesforce.com, Sales, Sales Process, Strategic Planning, Lead Generation, New Business Development, Microsoft Office, Marketing Strategy, CRM, Advertising, Social Media Marketing, Strategic Partnerships, Social Media, Workers Compensation, Property & Casualty..., Automotive, Risk Management, Business Development, Advertising Sales, Public Relations, Forecasting, Marketing Communications, SaaS, Event Planning, Management
Education
The University of North Dakota 2000 — 2004
Business Marketing, Marketing, Architecture, Statistics, Advertising
Montana State University-Bozeman 1997 — 2002
Theel Motors Inc February 2014 - Present
The Leavitt Group April 2013 - February 2014
Apria Healthcare December 2010 - February 2013
Western States Insurance June 2007 - June 2009
Bozeman Daily Chronicle October 2005 - June 2007
Skills
Account Management, Insurance, Marketing, Customer Service, Direct Sales, Selling, Sales Operations, Sales Management, Customer Retention, Salesforce.com, Sales, Sales Process, Strategic Planning, Lead Generation, New Business Development, Microsoft Office, Marketing Strategy, CRM, Advertising, Social Media Marketing, Strategic Partnerships, Social Media, Workers Compensation, Property & Casualty..., Automotive, Risk Management, Business Development, Advertising Sales, Public Relations, Forecasting, Marketing Communications, SaaS, Event Planning, Management
Education
The University of North Dakota 2000 — 2004
Business Marketing, Marketing, Architecture, Statistics, Advertising
Montana State University-Bozeman 1997 — 2002
Greg Eisenman Greg Eisenman's The Leavitt Group Experience January 2010 - March 2013
Job Employee Benefits Specialist
Industry Insurance
Experience
Momentous Insurance Brokerage, Inc. March 2013 - Present
Los Angeles Valley College May 2014 - Present
The Leavitt Group January 2010 - March 2013
Saltzburg, Ray & Weissman, LLP January 2009 - January 2010
Sony Pictures Entertainment October 2005 - January 2009
Blue Element Entertainment August 2004 - November 2008
Lord John Press January 1999 - August 2004
Skills
Marketing, Employee Benefits, New Media, Insurance, Human Resources, Strategic Planning, Recruiting, Team Building, Sales, Account Management, Leadership Development, Customer Service, Leadership, Coaching, Life Insurance, Social Media Marketing, Disability Insurance
Education
Chapman University 1999 — 2003
Bachelor of Arts (B.A.), Marketing/Communications
Momentous Insurance Brokerage, Inc. March 2013 - Present
Los Angeles Valley College May 2014 - Present
The Leavitt Group January 2010 - March 2013
Saltzburg, Ray & Weissman, LLP January 2009 - January 2010
Sony Pictures Entertainment October 2005 - January 2009
Blue Element Entertainment August 2004 - November 2008
Lord John Press January 1999 - August 2004
Skills
Marketing, Employee Benefits, New Media, Insurance, Human Resources, Strategic Planning, Recruiting, Team Building, Sales, Account Management, Leadership Development, Customer Service, Leadership, Coaching, Life Insurance, Social Media Marketing, Disability Insurance
Education
Chapman University 1999 — 2003
Bachelor of Arts (B.A.), Marketing/Communications
C. Robert Watson C. Robert Watson's The Leavitt Group Experience February 1997 - May 1999
Job Web management leader and President of Webidextrous.com. Expert in social media and web content management.
Industry Internet
Experience
Webidextrous.com September 2009 - Present
Pearson January 2014 - August 2014
Pearson March 2008 - January 2014
Pearson July 2002 - March 2008
Qwest 2000 - 2002
Computer Horizons Corp. June 1999 - June 2000
The Leavitt Group February 1997 - May 1999
USFS February 1996 - February 1997
Skills
Blogging, Social Media Marketing, E-commerce, Social Media, Content Strategy, Content Management, Integrated Marketing, Wordpress, Social Media Measurement, SEO, Email Marketing, Web Content Management, Web Development, New Media, Publishing, Publicity, Internal Communications, Product Marketing, Public Relations, Social Media Outreach, Entrepreneurship, System Deployment, Cloud Computing, Facebook, Strategy, Start-ups, Creative Direction, PHP, Social Media Monitoring, Innovation Development, Google Apps, Staff Development, Amazon Web Services..., SEM, YouTube, Website Development, Analytics, Press Releases, HootSuite Enterprise, PPC, Twitter, Flickr, Twilio, Social Media..., Customer Experience..., WordPress, Content Development, Management, Digital Marketing, Marketing
Education
Southern Utah University 1995 — 1999
Bachelor of the Arts, Business Education/Computer Information System, Spanish
Utah State University 1992 — 1993
Computer Science, minor in Space Sciences
Kanab High School 1989 — 1992
Webidextrous.com September 2009 - Present
Pearson January 2014 - August 2014
Pearson March 2008 - January 2014
Pearson July 2002 - March 2008
Qwest 2000 - 2002
Computer Horizons Corp. June 1999 - June 2000
The Leavitt Group February 1997 - May 1999
USFS February 1996 - February 1997
Skills
Blogging, Social Media Marketing, E-commerce, Social Media, Content Strategy, Content Management, Integrated Marketing, Wordpress, Social Media Measurement, SEO, Email Marketing, Web Content Management, Web Development, New Media, Publishing, Publicity, Internal Communications, Product Marketing, Public Relations, Social Media Outreach, Entrepreneurship, System Deployment, Cloud Computing, Facebook, Strategy, Start-ups, Creative Direction, PHP, Social Media Monitoring, Innovation Development, Google Apps, Staff Development, Amazon Web Services..., SEM, YouTube, Website Development, Analytics, Press Releases, HootSuite Enterprise, PPC, Twitter, Flickr, Twilio, Social Media..., Customer Experience..., WordPress, Content Development, Management, Digital Marketing, Marketing
Education
Southern Utah University 1995 — 1999
Bachelor of the Arts, Business Education/Computer Information System, Spanish
Utah State University 1992 — 1993
Computer Science, minor in Space Sciences
Kanab High School 1989 — 1992
Carl A. DeSalvo Carl A. DeSalvo's The Leavitt Group Experience April 2011 - July 2012
Job Broker at Risk Placement Services Healthcare
Industry Insurance
Experience
Risk Placement Services Healthcare July 2012 - Present
The Leavitt Group April 2011 - July 2012
SCA Insurance 1993 - 2007
Skills
Property & Casualty..., Program Management, Commercial Insurance, Brokers, Legal Liability, Casualty Insurance, Commercial Lines, Liability, Umbrella Insurance, Professional Liability, Employment Practices...
Education
Colorado State University-Pueblo 1973 — 1978
BS/Ba, Business Management
Risk Placement Services Healthcare July 2012 - Present
The Leavitt Group April 2011 - July 2012
SCA Insurance 1993 - 2007
Skills
Property & Casualty..., Program Management, Commercial Insurance, Brokers, Legal Liability, Casualty Insurance, Commercial Lines, Liability, Umbrella Insurance, Professional Liability, Employment Practices...
Education
Colorado State University-Pueblo 1973 — 1978
BS/Ba, Business Management
Clark Merkley Clark Merkley's The Leavitt Group Experience 2012 - 2014
Job Chief Operating Officer & General Counsel at Emerald Data Solutions
Industry Information Technology and Services
Experience
Emerald Data Solutions - BoardDocs 2014 - Present
The Leavitt Group 2012 - 2014
Utah County 2011 - 2012
Employer Solutions Group 2007 - 2011
Nebo School District 2003 - 2007
Assurant Health 1994 - 2003
McGuireWoods LLP 1990 - 1994
Miller Nash LLP 1989 - 1990
Skills
Employee Benefits, Leadership, Training, Leadership Development, Strategic Planning, Human Resources, Management, Team Building, Employee Relations, Strategy, Consulting, Mergers & Acquisitions, Workers Compensation, Organizational..., Personnel Management, Customer Service, Insurance, Public Speaking, Entrepreneurship, Risk Management, Business Development, HRIS, Employee Engagement, Budgets, Health Insurance, Recruiting, Event Management, Contract Negotiation, Performance Management, Coaching, Deferred Compensation, Organizational..., Payroll, Business Planning, Talent Management, Executive Coaching, Outsourcing, Hiring, Talent Acquisition, Employee Training, Onboarding
Education
University of Chicago Law School 1986 — 1989
J.D.
The University of Chicago - Booth School of Business 1985 — 1989
MBA, Health Administration
Brigham Young University 1981 — 1984
B.S., Zoology/Animal Biology
Emerald Data Solutions - BoardDocs 2014 - Present
The Leavitt Group 2012 - 2014
Utah County 2011 - 2012
Employer Solutions Group 2007 - 2011
Nebo School District 2003 - 2007
Assurant Health 1994 - 2003
McGuireWoods LLP 1990 - 1994
Miller Nash LLP 1989 - 1990
Skills
Employee Benefits, Leadership, Training, Leadership Development, Strategic Planning, Human Resources, Management, Team Building, Employee Relations, Strategy, Consulting, Mergers & Acquisitions, Workers Compensation, Organizational..., Personnel Management, Customer Service, Insurance, Public Speaking, Entrepreneurship, Risk Management, Business Development, HRIS, Employee Engagement, Budgets, Health Insurance, Recruiting, Event Management, Contract Negotiation, Performance Management, Coaching, Deferred Compensation, Organizational..., Payroll, Business Planning, Talent Management, Executive Coaching, Outsourcing, Hiring, Talent Acquisition, Employee Training, Onboarding
Education
University of Chicago Law School 1986 — 1989
J.D.
The University of Chicago - Booth School of Business 1985 — 1989
MBA, Health Administration
Brigham Young University 1981 — 1984
B.S., Zoology/Animal Biology
Robert Siegfried Robert Siegfried's The Leavitt Group Experience March 2014 - June 2015
Job The Leavitt Group Benefits NW
Industry Insurance
Experience
United Health Care October 2012 - Present
Paragon Insurance Group LLC May 2012 - Present
The Leavitt Group March 2014 - June 2015
Bell-Anderson Insurance 2012 - March 2014
Cornerstone Financial Group August 2011 - June 2012
Baldwin Resource Group April 2008 - March 2011
Sedgwick James February 1987 - April 2005
Skills
Property & Casualty..., Sales, Underwriting, Health Insurance, Selling, Medicare, Employee Benefits, Insurance, Customer Service, Estate Planning, Workers Compensation, Term Life Insurance, Long-term Care, Hospitality Industry, Healthcare, Casualty, Professional Liability, Risk Management, Strategic Planning, HIPAA, Casualty Insurance, Management, Native American Tribes, ACA Compliance
Education
Seattle University 1968 — 1970
Business& Communications
Seattle Central Community College 1967 — 1968
United Health Care October 2012 - Present
Paragon Insurance Group LLC May 2012 - Present
The Leavitt Group March 2014 - June 2015
Bell-Anderson Insurance 2012 - March 2014
Cornerstone Financial Group August 2011 - June 2012
Baldwin Resource Group April 2008 - March 2011
Sedgwick James February 1987 - April 2005
Skills
Property & Casualty..., Sales, Underwriting, Health Insurance, Selling, Medicare, Employee Benefits, Insurance, Customer Service, Estate Planning, Workers Compensation, Term Life Insurance, Long-term Care, Hospitality Industry, Healthcare, Casualty, Professional Liability, Risk Management, Strategic Planning, HIPAA, Casualty Insurance, Management, Native American Tribes, ACA Compliance
Education
Seattle University 1968 — 1970
Business& Communications
Seattle Central Community College 1967 — 1968
Mark O. Leavitt Mark O. Leavitt's The Leavitt Group Experience August 1999 - Present
Job Affiliation Director at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group August 1999 - Present
Leavitt Group Wings LLC August 1999 - Present
Road Creek Ranch - Road Creek Rod & Gun Club June 1989 - August 1999
Skills
5000 hour type rated..., Fluent Spanish, Aviation, Mergers, Sales, Spanish, Commercial Insurance, Insurance, Property & Casualty..., Operations Management, Team Building, Strategic Planning, Team Leadership, Customer Service, Mergers & Acquisitions, Leadership, Training, Negotiation, Business Strategy, Coaching, Account Management, Leadership Development, New Business Development, Program Management, Marketing, Management, Small Business, Sales Management, Real Estate, Entrepreneurship
Education
Brigham Young University 1979 — 1982
Politial Science, Spanish & Business
Dixie State University 1975 — 1977
General Education, Football
Cedar City High School 1973 — 1975
The Leavitt Group August 1999 - Present
Leavitt Group Wings LLC August 1999 - Present
Road Creek Ranch - Road Creek Rod & Gun Club June 1989 - August 1999
Skills
5000 hour type rated..., Fluent Spanish, Aviation, Mergers, Sales, Spanish, Commercial Insurance, Insurance, Property & Casualty..., Operations Management, Team Building, Strategic Planning, Team Leadership, Customer Service, Mergers & Acquisitions, Leadership, Training, Negotiation, Business Strategy, Coaching, Account Management, Leadership Development, New Business Development, Program Management, Marketing, Management, Small Business, Sales Management, Real Estate, Entrepreneurship
Education
Brigham Young University 1979 — 1982
Politial Science, Spanish & Business
Dixie State University 1975 — 1977
General Education, Football
Cedar City High School 1973 — 1975
Jared Witters Jared Witters's The Leavitt Group Experience January 2008 - October 2013
Job Crop Claim Supervisor at Great American Insurance
Industry Insurance
Experience
Great American Insurance October 2013 - Present
Sloan-Leavitt Insurance Agency Inc. January 2008 - October 2013
The Leavitt Group January 2008 - October 2013
Allied Insurance July 2006 - June 2007
Safeco 2001 - 2006
Skills
Bilingual - Spanish, IT Management, Insurance, Property & Casualty..., Underwriting, Customer Service, Risk Management, Claims, Commercial Insurance, Team Building, Microsoft Office, General Insurance, New Business Development, General Liability, PowerPoint, Team Leadership, Commercial Lines, Reinsurance, Legal Liability, Liability, Claim, Casualty, Brokers, Professional Liability, Claims Handling, Outlook, Claims Management, Casualty Insurance, Management, Life Insurance, Training, Strategic Planning, Leadership, Public Speaking, Analysis
Education
Washington State University 1997 — 2000
BS, Business Administration
Brigham Young University - Idaho 1995 — 1997
AA, General Business
Great American Insurance October 2013 - Present
Sloan-Leavitt Insurance Agency Inc. January 2008 - October 2013
The Leavitt Group January 2008 - October 2013
Allied Insurance July 2006 - June 2007
Safeco 2001 - 2006
Skills
Bilingual - Spanish, IT Management, Insurance, Property & Casualty..., Underwriting, Customer Service, Risk Management, Claims, Commercial Insurance, Team Building, Microsoft Office, General Insurance, New Business Development, General Liability, PowerPoint, Team Leadership, Commercial Lines, Reinsurance, Legal Liability, Liability, Claim, Casualty, Brokers, Professional Liability, Claims Handling, Outlook, Claims Management, Casualty Insurance, Management, Life Insurance, Training, Strategic Planning, Leadership, Public Speaking, Analysis
Education
Washington State University 1997 — 2000
BS, Business Administration
Brigham Young University - Idaho 1995 — 1997
AA, General Business
Richard Mangum Richard Mangum's The Leavitt Group Experience March 2013 - December 2013
Job Assistant Professor of Professional Communications at EmbryRiddle Aeronautical University
Industry Higher Education
Experience
Embry-Riddle Aeronautical University August 2014 - Present
Story-ography November 2013 - Present
Mangum Insurance March 2007 - September 2014
The Leavitt Group March 2013 - December 2013
New York Life March 2007 - November 2009
Skills
Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Health Insurance, Insurance, Property and Casualty..., Business Insurance, Term Life Insurance, Property & Casualty..., Securities, Financial Services, Retirement Planning, Strategic Financial..., Employee Benefits, Small Business
Education
Northern Arizona University 2000 — 2002
MA, English
Utah State University 1996 — 1998
BS, Horticulture
Brigham Young University 1992 — 1995
BA, English
Embry-Riddle Aeronautical University August 2014 - Present
Story-ography November 2013 - Present
Mangum Insurance March 2007 - September 2014
The Leavitt Group March 2013 - December 2013
New York Life March 2007 - November 2009
Skills
Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Health Insurance, Insurance, Property and Casualty..., Business Insurance, Term Life Insurance, Property & Casualty..., Securities, Financial Services, Retirement Planning, Strategic Financial..., Employee Benefits, Small Business
Education
Northern Arizona University 2000 — 2002
MA, English
Utah State University 1996 — 1998
BS, Horticulture
Brigham Young University 1992 — 1995
BA, English
Joshua Pulst Joshua Pulst's The Leavitt Group Experience April 2014 - Present
Job Insurance Advisor at The Leavitt Great West Insurance Services. Helping business owners protect what they value most.
Industry Insurance
Experience
The Leavitt Group April 2014 - Present
Liberty Mutual Insurance May 2008 - April 2014
Bobcat Company 2005 - 2006
Skills
Ergonomics, Industrial Hygiene, Accident Investigation, EHS, Industrial Safety, Workers Compensation, Occupational Health, Risk Assessment, Hazard Analysis, Hazardous Waste..., Construction Safety, Insurance, Commercial Insurance, Property & Casualty..., Safety Management...
Education
Montana Tech of the University of Montana 2007 — 2008
Master of Science, Industrial Hygiene
The University of North Dakota 2000 — 2005
Bachelor of Science, Occupational Safety and Environmental Health
The Leavitt Group April 2014 - Present
Liberty Mutual Insurance May 2008 - April 2014
Bobcat Company 2005 - 2006
Skills
Ergonomics, Industrial Hygiene, Accident Investigation, EHS, Industrial Safety, Workers Compensation, Occupational Health, Risk Assessment, Hazard Analysis, Hazardous Waste..., Construction Safety, Insurance, Commercial Insurance, Property & Casualty..., Safety Management...
Education
Montana Tech of the University of Montana 2007 — 2008
Master of Science, Industrial Hygiene
The University of North Dakota 2000 — 2005
Bachelor of Science, Occupational Safety and Environmental Health
Carlie Brotherson Carlie Brotherson's The Leavitt Group Experience May 2014 - Present
Job Staff Accountant at The Leavitt Group
Industry Construction
Experience
The Leavitt Group May 2014 - Present
The Leavitt Group May 2014 - Present
The Leavitt Group May 2014 - Present
The Leavitt Group May 2014 - Present
Bluehost.com May 2013 - Present
Viracon 2011 - 2013
Education
Utah Valley University 2013 — 2014
Bachelor of Accounting, Accounting
Dixie State College 2011 — 2013
Associate of Science in Business, Accounting
North Sanpete High School 2007 — 2011
The Leavitt Group May 2014 - Present
The Leavitt Group May 2014 - Present
The Leavitt Group May 2014 - Present
The Leavitt Group May 2014 - Present
Bluehost.com May 2013 - Present
Viracon 2011 - 2013
Education
Utah Valley University 2013 — 2014
Bachelor of Accounting, Accounting
Dixie State College 2011 — 2013
Associate of Science in Business, Accounting
North Sanpete High School 2007 — 2011
Austin Cunliffe's The Leavitt Group Experience April 2013 - December 2014
Job Assurance Associate at Ernst & Young
Industry Financial Services
Experience
EY January 2015 - Present
The Leavitt Group April 2013 - December 2014
Tooele Army Depot May 2012 - August 2012
Tooele Army Depot June 2010 - August 2010
Education
Southern Utah University 2010 — 2014
Finance
EY January 2015 - Present
The Leavitt Group April 2013 - December 2014
Tooele Army Depot May 2012 - August 2012
Tooele Army Depot June 2010 - August 2010
Education
Southern Utah University 2010 — 2014
Finance
Jer Wood's The Leavitt Group Experience August 2004 - January 2005
Job Banking Executive Focused on Online/Branchless Delivery and Strategic Partnerships
Industry Banking
Experience
Independent Consultant April 2015 - Present
California Business Bank January 2014 - April 2015
BofI Federal Bank May 2012 - January 2014
Bank Of Internet July 2011 - June 2012
Bank Of Internet June 2010 - July 2011
ADB Bank January 2005 - June 2010
The Leavitt Group August 2004 - January 2005
Skills
Digital Banking, Banking, Finance, Process Improvement, Credit, Analytics, Financial Analysis, SQL, Business Strategy, Analysis, Financial Risk, Financial Modeling, Project Management, Data Analysis, Leadership, Business Development, Loans, CRM, Commercial Lending, Credit Analysis, Microsoft Excel, Financial Services, Risk Management, Credit Risk, Investments, Strategic Partnerships, Loan Origination, Management, New Business Development, Team Leadership, Executive Management, Credit Cards, ACH, Electronic Payments, Internet Banking, Portfolio Management, Data Reporting, Relationship Management, Start-ups, Commercial Banking, AML, Strategy, Strategic Planning, Mergers & Acquisitions
Education
Southern Utah University 2005 — 2007
MBA, Business Administration, Accounting and Finance
Southern Utah University 2002 — 2005
BS, Accounting
University of Utah - David Eccles School of Business 2003 — 2004
Business
Brigham Young University - Idaho 2002 — 2003
Business
Westminster College 1999 — 2000
Computer Science
Independent Consultant April 2015 - Present
California Business Bank January 2014 - April 2015
BofI Federal Bank May 2012 - January 2014
Bank Of Internet July 2011 - June 2012
Bank Of Internet June 2010 - July 2011
ADB Bank January 2005 - June 2010
The Leavitt Group August 2004 - January 2005
Skills
Digital Banking, Banking, Finance, Process Improvement, Credit, Analytics, Financial Analysis, SQL, Business Strategy, Analysis, Financial Risk, Financial Modeling, Project Management, Data Analysis, Leadership, Business Development, Loans, CRM, Commercial Lending, Credit Analysis, Microsoft Excel, Financial Services, Risk Management, Credit Risk, Investments, Strategic Partnerships, Loan Origination, Management, New Business Development, Team Leadership, Executive Management, Credit Cards, ACH, Electronic Payments, Internet Banking, Portfolio Management, Data Reporting, Relationship Management, Start-ups, Commercial Banking, AML, Strategy, Strategic Planning, Mergers & Acquisitions
Education
Southern Utah University 2005 — 2007
MBA, Business Administration, Accounting and Finance
Southern Utah University 2002 — 2005
BS, Accounting
University of Utah - David Eccles School of Business 2003 — 2004
Business
Brigham Young University - Idaho 2002 — 2003
Business
Westminster College 1999 — 2000
Computer Science
Cayson King Cayson King's The Leavitt Group Experience January 2008 - May 2008
Job Sales Director at Social Stewards
Industry Education Management
Experience
Social Stewards June 2014 - Present
The Advocates Law Firm Driggs Bills And Day September 2010 - Present
Target June 2008 - August 2010
The Leavitt Group January 2008 - May 2008
Brian Head Resort November 2007 - April 2008
Skills
Customer Satisfaction, Social Media, Business Strategy, Microsoft Office, Research, Coaching, Marketing Communications, English, Teaching, Social Media Marketing, Direct Marketing, Integrated Marketing, CRM, Leadership, Sales, Project Management, Sales Management, Marketing, Marketing Strategy, Customer Service
Education
Southern Utah University 2006 — 2008
BA, Advertising; Marketing
Social Stewards June 2014 - Present
The Advocates Law Firm Driggs Bills And Day September 2010 - Present
Target June 2008 - August 2010
The Leavitt Group January 2008 - May 2008
Brian Head Resort November 2007 - April 2008
Skills
Customer Satisfaction, Social Media, Business Strategy, Microsoft Office, Research, Coaching, Marketing Communications, English, Teaching, Social Media Marketing, Direct Marketing, Integrated Marketing, CRM, Leadership, Sales, Project Management, Sales Management, Marketing, Marketing Strategy, Customer Service
Education
Southern Utah University 2006 — 2008
BA, Advertising; Marketing
Brandon Wignall Brandon Wignall's The Leavitt Group Experience July 2011 - September 2013
Job Tax Senior at Deloitte
Industry Accounting
Experience
Deloitte Tax, LLP October 2013 - Present
The Leavitt Group July 2011 - September 2013
Volunteer Income Tax Assistance January 2012 - April 2012
Rainbow Sign and Design May 2011 - August 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Payroll, Financial Analysis, Accounts Receivable, Tax Preparation, Tax, Cash Flow, Internal Controls, Tax Accounting, Corporate Tax, Investments, Investment Management, GAAP, Auditing, SEC Filings, ASC 740 - Income Tax...
Education
Southern Utah University 2012 — 2013
MAcc
Southern Utah University 2010 — 2013
Bachelor of Science
Deloitte Tax, LLP October 2013 - Present
The Leavitt Group July 2011 - September 2013
Volunteer Income Tax Assistance January 2012 - April 2012
Rainbow Sign and Design May 2011 - August 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Payroll, Financial Analysis, Accounts Receivable, Tax Preparation, Tax, Cash Flow, Internal Controls, Tax Accounting, Corporate Tax, Investments, Investment Management, GAAP, Auditing, SEC Filings, ASC 740 - Income Tax...
Education
Southern Utah University 2012 — 2013
MAcc
Southern Utah University 2010 — 2013
Bachelor of Science
Todd Anderson, SPHR Todd Anderson, SPHR's The Leavitt Group Experience May 2005 - January 2015
Job President/CEO at Platinum HR HR Consulting
Industry Human Resources
Experience
Platinum HR - HR Consulting January 2015 - Present
The Leavitt Group May 2005 - January 2015
180 Fusion 2013 - 2014
Convergys 1993 - 2005
Matrixx Marketing Inc 1993 - 2005
Skills
Human Resources, Employment Law, Training, Time Management, Workers Compensation, Employee Relations, Performance Management, Recruiting, Employee Benefits, Benefits Administration, Customer Service, Organizational..., Strategic Planning, Leadership, Coaching, Onboarding, Personnel Management, Talent Acquisition, Insurance, Leadership Development, HRIS, Health Insurance, Employee Training, Executive Coaching, Deferred Compensation, Applicant Tracking...
Education
Brigham Young University
BA, Administrative Management
Platinum HR - HR Consulting January 2015 - Present
The Leavitt Group May 2005 - January 2015
180 Fusion 2013 - 2014
Convergys 1993 - 2005
Matrixx Marketing Inc 1993 - 2005
Skills
Human Resources, Employment Law, Training, Time Management, Workers Compensation, Employee Relations, Performance Management, Recruiting, Employee Benefits, Benefits Administration, Customer Service, Organizational..., Strategic Planning, Leadership, Coaching, Onboarding, Personnel Management, Talent Acquisition, Insurance, Leadership Development, HRIS, Health Insurance, Employee Training, Executive Coaching, Deferred Compensation, Applicant Tracking...
Education
Brigham Young University
BA, Administrative Management
Aaron Wilcox Aaron Wilcox's The Leavitt Group Experience March 2010 - September 2012
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte September 2012 - September 2014
the Leavitt Group March 2010 - September 2012
Bell Apartments July 2009 - December 2011
Skills
Portuguese, Excel, Business Networking, Accounting, Microsoft Excel, Financial Accounting
Education
Southern Utah University 2006 — 2012
MAcc, BA Accounting
Deloitte September 2014 - Present
Deloitte September 2012 - September 2014
the Leavitt Group March 2010 - September 2012
Bell Apartments July 2009 - December 2011
Skills
Portuguese, Excel, Business Networking, Accounting, Microsoft Excel, Financial Accounting
Education
Southern Utah University 2006 — 2012
MAcc, BA Accounting
Andy Losee andrew.losee@fbfs.com Andy Losee andrew.losee@fbfs.com's The Leavitt Group Experience August 2010 - August 2011
Job Insurance Agent for Farm Bureau Financial Services
Industry Financial Services
Experience
Insurance November 2011 - Present
Farm Bureau Financial Services August 2010 - Present
The Leavitt Group August 2010 - August 2011
Skills
Spanish, Workers Compensation, Property & Casualty..., Insurance, Life Insurance, Home, Retirement, Commercial Insurance, Casualty, Liability, Legal Liability, Umbrella Insurance, Health Insurance, Professional Liability, General Insurance, Disability Insurance, Brokers, Employment Practices..., Leadership, Liability Analysis, Underwriting, Employee Benefits, Retirement Planning, Homeowners, Commercial Lines, Term Life Insurance, Renters, Whole Life, Universal Life, Inland Marine, Long Term Care Insurance, Fixed Annuities, Licensed Property, Marine Insurance, Long-term Care, Permanent Life Insurance, IRAs, Insurance Brokerage, Health Savings Accounts, Claim, Accident, Investments, Licensed Life, Critical Illness, Property Claims, Claims Management, Subrogation, Property Damage, 401k, Claims Handling
Education
Southern Utah University 2008 — 2010
Snow College 2004 — 2006
Associates of Pre Engineering
Insurance November 2011 - Present
Farm Bureau Financial Services August 2010 - Present
The Leavitt Group August 2010 - August 2011
Skills
Spanish, Workers Compensation, Property & Casualty..., Insurance, Life Insurance, Home, Retirement, Commercial Insurance, Casualty, Liability, Legal Liability, Umbrella Insurance, Health Insurance, Professional Liability, General Insurance, Disability Insurance, Brokers, Employment Practices..., Leadership, Liability Analysis, Underwriting, Employee Benefits, Retirement Planning, Homeowners, Commercial Lines, Term Life Insurance, Renters, Whole Life, Universal Life, Inland Marine, Long Term Care Insurance, Fixed Annuities, Licensed Property, Marine Insurance, Long-term Care, Permanent Life Insurance, IRAs, Insurance Brokerage, Health Savings Accounts, Claim, Accident, Investments, Licensed Life, Critical Illness, Property Claims, Claims Management, Subrogation, Property Damage, 401k, Claims Handling
Education
Southern Utah University 2008 — 2010
Snow College 2004 — 2006
Associates of Pre Engineering
David H. Broadbent David H. Broadbent's The Leavitt Group Experience August 2008 - Present
Job Senior Executive Vice President at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group August 2008 - Present
Marsh & McLennan Companies July 1984 - December 2007
Farr Insurance Agency August 1980 - July 1984
Valley National Bank of AZ October 1976 - August 1980
Skills
Property & Casualty..., Insurance Brokerage, Leadership, Mentoring, Strategic Planning, Budget, Communication, Relationship Management, Public Speaking, Budgets, Insurance, Commercial Insurance, Risk Management, Underwriting, Cross-functional Team..., Workers Compensation, Casualty, Liability, Professional Liability, Sales, Legal Liability, Brokers, General Insurance, Account Management, Employee Benefits, Mergers & Acquisitions, Commercial Lines, Umbrella Insurance, D&O, Customer Service, Captives, Health Insurance, Negotiation, Claim, Employment Practices..., Financial Risk, Reinsurance, New Business Development, Executive Management, Sales Management, Inland Marine, Surety Bonds, Training, Disability Insurance, Risk Management..., Insurance Consulting, Risk Financing, Management, Directors & Officers..., CPCU
Education
Brigham Young University
The Leavitt Group August 2008 - Present
Marsh & McLennan Companies July 1984 - December 2007
Farr Insurance Agency August 1980 - July 1984
Valley National Bank of AZ October 1976 - August 1980
Skills
Property & Casualty..., Insurance Brokerage, Leadership, Mentoring, Strategic Planning, Budget, Communication, Relationship Management, Public Speaking, Budgets, Insurance, Commercial Insurance, Risk Management, Underwriting, Cross-functional Team..., Workers Compensation, Casualty, Liability, Professional Liability, Sales, Legal Liability, Brokers, General Insurance, Account Management, Employee Benefits, Mergers & Acquisitions, Commercial Lines, Umbrella Insurance, D&O, Customer Service, Captives, Health Insurance, Negotiation, Claim, Employment Practices..., Financial Risk, Reinsurance, New Business Development, Executive Management, Sales Management, Inland Marine, Surety Bonds, Training, Disability Insurance, Risk Management..., Insurance Consulting, Risk Financing, Management, Directors & Officers..., CPCU
Education
Brigham Young University
Dennis Freire, CIC Dennis Freire, CIC's The Leavitt Group Experience September 2013 - Present
Job President, LeavittLink Services, Inc. at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group September 2013 - Present
The Leavitt Group April 2006 - August 2006
The Leavitt Group August 2005 - April 2006
The Leavitt Group October 1999 - August 2005
The Leavitt Group May 1995 - October 1999
The Leavitt Group January 1992 - October 1999
Skills
Affiliations &..., Analysis, Connection Economy, Creativity, Financial Accounting, Insurance, Marketing, Negotiation, Public Speaking, Strategy, Surety, Thinking, Writing, Commercial Insurance, Business Planning, Business Strategy, Property & Casualty..., Operations Management, Sales, Mergers & Acquisitions, Workers Compensation, Customer Service, General Insurance
Education
Southern Utah University
Accounting and English Literature
The Leavitt Group September 2013 - Present
The Leavitt Group April 2006 - August 2006
The Leavitt Group August 2005 - April 2006
The Leavitt Group October 1999 - August 2005
The Leavitt Group May 1995 - October 1999
The Leavitt Group January 1992 - October 1999
Skills
Affiliations &..., Analysis, Connection Economy, Creativity, Financial Accounting, Insurance, Marketing, Negotiation, Public Speaking, Strategy, Surety, Thinking, Writing, Commercial Insurance, Business Planning, Business Strategy, Property & Casualty..., Operations Management, Sales, Mergers & Acquisitions, Workers Compensation, Customer Service, General Insurance
Education
Southern Utah University
Accounting and English Literature
Andy Alldredge's The Leavitt Group Experience January 2011 - May 2012
Job Truck Sales and Leasing at Peterbilt of Utah
Industry Transportation/Trucking/Railroad
Experience
Peterbilt of Utah May 2012 - Present
Accounting Professionals December 2011 - May 2012
The Leavitt Group January 2011 - May 2012
Skills
Spanish-speaking, Microsoft Office, Microsoft Excel, Eagle Scout, Construction, Payroll, Tenant, Invoicing, Accounts Receivable, Accounting, Tax, Apartments, Bookkeeping, Management, Accounts Payable, Forecasting, Sales, Microsoft Word, Team Building, Negotiation
Education
Southern Utah University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Peterbilt of Utah May 2012 - Present
Accounting Professionals December 2011 - May 2012
The Leavitt Group January 2011 - May 2012
Skills
Spanish-speaking, Microsoft Office, Microsoft Excel, Eagle Scout, Construction, Payroll, Tenant, Invoicing, Accounts Receivable, Accounting, Tax, Apartments, Bookkeeping, Management, Accounts Payable, Forecasting, Sales, Microsoft Word, Team Building, Negotiation
Education
Southern Utah University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Frank Imler Frank Imler's The Leavitt Group Experience May 2009 - September 2009
Job Art Director at Fluid Studio
Industry Graphic Design
Experience
Fluid Studio November 2012 - Present
ImlerCreative September 2009 - Present
Richter7 December 2009 - November 2012
The Leavitt Group May 2009 - September 2009
Southern Utah University August 2007 - 2009
Centrum Consulting Group May 2008 - August 2008
Skills
Graphic Design, Web Design, Branding & Identity, Adobe Creative Suite, Typography, Layout, Logo Design, InDesign, Illustrator, Art Direction, Corporate Identity, Dreamweaver, Posters, Illustration, Brochures, Mac, Flash, Motion Graphics, Photoshop, Advertising, User Interface Design
Education
Southern Utah University 2001 — 2009
BFA, Graphic Design
Snow College 2005 — 2006
General Education
Fluid Studio November 2012 - Present
ImlerCreative September 2009 - Present
Richter7 December 2009 - November 2012
The Leavitt Group May 2009 - September 2009
Southern Utah University August 2007 - 2009
Centrum Consulting Group May 2008 - August 2008
Skills
Graphic Design, Web Design, Branding & Identity, Adobe Creative Suite, Typography, Layout, Logo Design, InDesign, Illustrator, Art Direction, Corporate Identity, Dreamweaver, Posters, Illustration, Brochures, Mac, Flash, Motion Graphics, Photoshop, Advertising, User Interface Design
Education
Southern Utah University 2001 — 2009
BFA, Graphic Design
Snow College 2005 — 2006
General Education
Michael Ryan CIC Michael Ryan CIC's The Leavitt Group Experience 2003 - 2010
Job Business Insurance Broker, Specializing in Contractors, Hospitality and Manufacturing at Farmer Butler Leavitt
Industry Insurance
Experience
Farmer-Leavitt Insurance Agency August 2003 - Present
The Leavitt Group 2003 - 2010
The Leavitt Group 2003 - 2009
Skills
Workers Compensation...
Education
Columbia College 1984 — 1988
BA, Business
Farmer-Leavitt Insurance Agency August 2003 - Present
The Leavitt Group 2003 - 2010
The Leavitt Group 2003 - 2009
Skills
Workers Compensation...
Education
Columbia College 1984 — 1988
BA, Business
Steven Waite's The Leavitt Group Experience September 2010 - July 2013
Job Senior Account Executive at Simplii
Industry Financial Services
Experience
Capital access network July 2013 - June 2014
The Leavitt Group September 2010 - July 2013
INvestools 2007 - 2010
Qwest 2003 - 2007
Skills
Commercial Insurance, Sales Process, Sales, New Business Development, Account Management, Lead Generation, Advertising, Marketing, Leadership, Team Building, Direct Sales, Management, Public Speaking, Start-ups, Training, Small Business, Strategic Planning, Business Development, Sales Management, Team Leadership, CRM, Social Networking, Coaching, Customer Satisfaction, Customer Service
Education
Brigham Young University 1993 — 2000
BA, Business Management/Spanish
Aloha High School 1991 — 1993
Capital access network July 2013 - June 2014
The Leavitt Group September 2010 - July 2013
INvestools 2007 - 2010
Qwest 2003 - 2007
Skills
Commercial Insurance, Sales Process, Sales, New Business Development, Account Management, Lead Generation, Advertising, Marketing, Leadership, Team Building, Direct Sales, Management, Public Speaking, Start-ups, Training, Small Business, Strategic Planning, Business Development, Sales Management, Team Leadership, CRM, Social Networking, Coaching, Customer Satisfaction, Customer Service
Education
Brigham Young University 1993 — 2000
BA, Business Management/Spanish
Aloha High School 1991 — 1993
Lee Robison Lee Robison's The Leavitt Group Experience July 1997 - Present
Job Partner at Alias The Bugman
Industry Consumer Services
Experience
Alias The Bugman Pest Control July 2008 - Present
The Leavitt Group July 1997 - Present
Education
Dixie State College
Moapa Valley HS
Alias The Bugman Pest Control July 2008 - Present
The Leavitt Group July 1997 - Present
Education
Dixie State College
Moapa Valley HS
Brooke Partridge, CPA Brooke Partridge, CPA's The Leavitt Group Experience February 2008 - May 2010
Job Financial Analyst III at TD
Industry Accounting
Experience
TD January 2015 - Present
Robert Half Management Resources May 2014 - January 2015
Robison Hill & Company February 2011 - May 2014
State of Utah June 2010 - February 2011
The Leavitt Group February 2008 - May 2010
Skills
General Ledger, Accounting, CPA, Account Reconciliation, Forecasting, Budgets, US GAAP, Accounts Payable, Financial Statements, Financial Analysis, Internal Controls, Internal Audit, Revenue Recognition
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters of Accounting
Southern Utah University 2008 — 2009
Bachelor of Science, Accounting
TD January 2015 - Present
Robert Half Management Resources May 2014 - January 2015
Robison Hill & Company February 2011 - May 2014
State of Utah June 2010 - February 2011
The Leavitt Group February 2008 - May 2010
Skills
General Ledger, Accounting, CPA, Account Reconciliation, Forecasting, Budgets, US GAAP, Accounts Payable, Financial Statements, Financial Analysis, Internal Controls, Internal Audit, Revenue Recognition
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters of Accounting
Southern Utah University 2008 — 2009
Bachelor of Science, Accounting
Charles Shirley's The Leavitt Group Experience January 2011 - Present
Job Documentary Videographer
Industry Media Production
Experience
The Leavitt Group January 2011 - Present
The Leavitt Group 2011 - 2011
Mishap Studios July 2009 - April 2010
Skills
Motion Graphics, Non-linear Editing, Video Production, Sound Mixing, Videography, Lighting, Video Editing, Adobe Creative Suite, Documentaries, Producing, Broadcast, Final Cut Studio, DVD authoring, Editing, Final Cut Pro, DVD Authoring, Film, Television
Education
Southern Utah University 2004 — 2008
Communications, Television Broadcasting/Advertising
The Leavitt Group January 2011 - Present
The Leavitt Group 2011 - 2011
Mishap Studios July 2009 - April 2010
Skills
Motion Graphics, Non-linear Editing, Video Production, Sound Mixing, Videography, Lighting, Video Editing, Adobe Creative Suite, Documentaries, Producing, Broadcast, Final Cut Studio, DVD authoring, Editing, Final Cut Pro, DVD Authoring, Film, Television
Education
Southern Utah University 2004 — 2008
Communications, Television Broadcasting/Advertising
Jill Jensen Jill Jensen's The Leavitt Group Experience August 1999 - Present
Job Agent at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group August 1999 - Present
Nova Vineyards 1997 - August 2014
Northwest Insurance Agency May 1996 - August 1999
Skills
Workers Compensation, Property & Casualty..., Commercial Insurance, D&O, Legal Liability, Employee Benefits, Customer Service, Inland Marine, Disability Insurance, Insurance, Liability, Health Insurance, Casualty, Umbrella Insurance, Professional Liability, Commercial Lines, Brokers, Life Insurance, Underwriting, Homeowners, General Insurance, Employment Practices..., Casualty Insurance
Education
California State University-Chico 1985 — 1988
Business Administration
Clear Lake High School
The Leavitt Group August 1999 - Present
Nova Vineyards 1997 - August 2014
Northwest Insurance Agency May 1996 - August 1999
Skills
Workers Compensation, Property & Casualty..., Commercial Insurance, D&O, Legal Liability, Employee Benefits, Customer Service, Inland Marine, Disability Insurance, Insurance, Liability, Health Insurance, Casualty, Umbrella Insurance, Professional Liability, Commercial Lines, Brokers, Life Insurance, Underwriting, Homeowners, General Insurance, Employment Practices..., Casualty Insurance
Education
California State University-Chico 1985 — 1988
Business Administration
Clear Lake High School
Melissa Lesofski Melissa Lesofski's The Leavitt Group Experience April 2014 - February 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
Kacee Mock Kacee Mock's The Leavitt Group Experience August 2008 - Present
Job Commercial Account Manager at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group August 2008 - Present
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Insurance, Umbrella Insurance, Workers Compensation, Casualty, Liability, General Insurance, Commercial Lines
Education
Boise State University 2005 — 2007
Bachelor of Business Administration (BBA), Marketing
The University of Montana Western 2003 — 2005
The Leavitt Group August 2008 - Present
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Insurance, Umbrella Insurance, Workers Compensation, Casualty, Liability, General Insurance, Commercial Lines
Education
Boise State University 2005 — 2007
Bachelor of Business Administration (BBA), Marketing
The University of Montana Western 2003 — 2005
Brian Macy's The Leavitt Group Experience June 2014 - Present
Job Commercial Insurance Account Executive, Leavitt Insurance Group
Industry Insurance
Experience
The Leavitt Group June 2014 - Present
Skills
Insurance, Customer Service, Property & Casualty..., Strategic Planning, Microsoft Office, Microsoft Excel, Risk Management, Process Improvement, Microsoft Word, Health Insurance, Project Management, Business Analysis, Commercial Insurance, Team Building, Training, Sales Management, New Business Development, Sales, Account Management, Coaching, Marketing, Change Management, Contract Negotiation, Recruiting, Operations Management, Business Planning, Employee Relations, Performance Management, Marketing Strategy, Business Strategy, Contract Management, Legal Liability, Public Speaking, Casualty, Commercial Lines, Umbrella Insurance, Workers Compensation, Management, General Insurance, Leadership, Negotiation, Employee Benefits, Liability, Project Planning, Brokers, Underwriting, Casualty Insurance
Education
Montana State University-Billings 1991 — 1993
Bachelor of Science (B.S.), Psychology
Sheridan College 1990 — 1991
Associate of Science (A.S.), Social Sciences
The Leavitt Group June 2014 - Present
Skills
Insurance, Customer Service, Property & Casualty..., Strategic Planning, Microsoft Office, Microsoft Excel, Risk Management, Process Improvement, Microsoft Word, Health Insurance, Project Management, Business Analysis, Commercial Insurance, Team Building, Training, Sales Management, New Business Development, Sales, Account Management, Coaching, Marketing, Change Management, Contract Negotiation, Recruiting, Operations Management, Business Planning, Employee Relations, Performance Management, Marketing Strategy, Business Strategy, Contract Management, Legal Liability, Public Speaking, Casualty, Commercial Lines, Umbrella Insurance, Workers Compensation, Management, General Insurance, Leadership, Negotiation, Employee Benefits, Liability, Project Planning, Brokers, Underwriting, Casualty Insurance
Education
Montana State University-Billings 1991 — 1993
Bachelor of Science (B.S.), Psychology
Sheridan College 1990 — 1991
Associate of Science (A.S.), Social Sciences
Billy Bond Billy Bond's The Leavitt Group Experience June 2004 - Present
Job Executive VP Sales Force Development Group
Industry Insurance
Experience
The Leavitt Group June 2004 - Present
Heights Church 2008 - 2010
Heights Church 2006 - 2010
Adams State College Foundation 1999 - 2004
Colorado Insurance Associates - CIA 1982 - 2004
Skills
Leadership, Management, Selling, Insurance, Risk Management, Training, Sales, Sales Management, Recruiting, Marketing Strategy, Public Speaking, Workers Compensation, Liability, General Insurance, Employee Benefits, Account Management, Brokers, CRM, Casualty, Claim, Coaching, Commercial Insurance, Commercial Lines, Contract Negotiation, Cross-functional Team..., Disability Insurance, Employment Practices..., Excess, Health Insurance, Leadership Development, Legal Liability, Life Insurance, Long-term Care, Marketing, Mergers & Acquisitions, Negotiation, New Business Development, Organizational..., Professional Liability, Property & Casualty..., Reinsurance, Sales Process, Selling Skills, Small Business, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Term Life Insurance, Time Management
Education
Colorado State University 1970 — 1972
Engineering
The Leavitt Group June 2004 - Present
Heights Church 2008 - 2010
Heights Church 2006 - 2010
Adams State College Foundation 1999 - 2004
Colorado Insurance Associates - CIA 1982 - 2004
Skills
Leadership, Management, Selling, Insurance, Risk Management, Training, Sales, Sales Management, Recruiting, Marketing Strategy, Public Speaking, Workers Compensation, Liability, General Insurance, Employee Benefits, Account Management, Brokers, CRM, Casualty, Claim, Coaching, Commercial Insurance, Commercial Lines, Contract Negotiation, Cross-functional Team..., Disability Insurance, Employment Practices..., Excess, Health Insurance, Leadership Development, Legal Liability, Life Insurance, Long-term Care, Marketing, Mergers & Acquisitions, Negotiation, New Business Development, Organizational..., Professional Liability, Property & Casualty..., Reinsurance, Sales Process, Selling Skills, Small Business, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Term Life Insurance, Time Management
Education
Colorado State University 1970 — 1972
Engineering
M. Preston Leavitt's The Leavitt Group Experience January 2011 - August 2013
Job Business Consultant at The Hartford
Industry Financial Services
Experience
The Hartford July 2015 - Present
Purdue University August 2014 - May 2015
Purdue University Krannert School of Management August 2013 - May 2015
Shell May 2014 - August 2014
Burton D. Morgan Center for Entrepreneurship - Purdue University August 2013 - May 2014
The Leavitt Group January 2011 - August 2013
The Leavitt Group January 2010 - August 2013
Southern Utah University April 2010 - April 2011
Skills
Leadership, Leadership Development, Training, Team Building, Public Speaking, Team Leadership, Recruiting, Microsoft Office, Management, Time Management, Human Resources, Microsoft Excel, Program Management, Organizational..., Research, Customer Service, Teaching, Sales, Insurance, Organizational..., PowerPoint, Entrepreneurship, Budgets, Accounting, Project Planning, Coaching, Administration, Strategic Planning, Event Planning, Social Media, Teamwork, Data Analysis, Mentoring, Consulting, Marketing, Communication, Project Management, Finance, Financial Analysis, Strategy, Process Improvement, Lean Six Sigma
Education
Purdue University - Krannert School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Operations, Economics, & Strategy
Southern Utah University 2007 — 2011
Bachelor of Arts (B.A.), Business Psychology
The Hartford July 2015 - Present
Purdue University August 2014 - May 2015
Purdue University Krannert School of Management August 2013 - May 2015
Shell May 2014 - August 2014
Burton D. Morgan Center for Entrepreneurship - Purdue University August 2013 - May 2014
The Leavitt Group January 2011 - August 2013
The Leavitt Group January 2010 - August 2013
Southern Utah University April 2010 - April 2011
Skills
Leadership, Leadership Development, Training, Team Building, Public Speaking, Team Leadership, Recruiting, Microsoft Office, Management, Time Management, Human Resources, Microsoft Excel, Program Management, Organizational..., Research, Customer Service, Teaching, Sales, Insurance, Organizational..., PowerPoint, Entrepreneurship, Budgets, Accounting, Project Planning, Coaching, Administration, Strategic Planning, Event Planning, Social Media, Teamwork, Data Analysis, Mentoring, Consulting, Marketing, Communication, Project Management, Finance, Financial Analysis, Strategy, Process Improvement, Lean Six Sigma
Education
Purdue University - Krannert School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Operations, Economics, & Strategy
Southern Utah University 2007 — 2011
Bachelor of Arts (B.A.), Business Psychology
Amber Schlick's The Leavitt Group Experience May 2015 - Present
Job Assistant Account Manager at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group May 2015 - Present
The Leavitt Group March 2014 - Present
Treasure Island Resort & Casino July 2013 - March 2014
The Light Group February 2012 - July 2013
MGM Grand Hotel & Casino Las Vegas January 2009 - February 2012
Skills
Human Resources, Employee Benefits, Hospitality, Food & Beverage, Administrative..., Hospitality Management, Social Networking, Hospitality Industry, Data Entry, Marketing, Insurance, Employee Relations, Customer Service, Event Management, Catering, Office Administration, Labor Relations, Sales, Event Planning, Management, Administrative..., Benefits Administration, Administrative Work, Liasoning, Benefits Management, Hiring Employees, Food, Food Service, Outlook, Office Management, FMLA, Health Insurance, Disability Insurance, Brokers, Health Savings Accounts, Strategic Planning, Strategic Partnerships, Team Building, Training, Medical Underwriting, Coaching, Direct Sales, Sales Management, Life Insurance, Managed Care, Public Speaking, New Business Development
Education
Nevada State College
Western High school
The Leavitt Group May 2015 - Present
The Leavitt Group March 2014 - Present
Treasure Island Resort & Casino July 2013 - March 2014
The Light Group February 2012 - July 2013
MGM Grand Hotel & Casino Las Vegas January 2009 - February 2012
Skills
Human Resources, Employee Benefits, Hospitality, Food & Beverage, Administrative..., Hospitality Management, Social Networking, Hospitality Industry, Data Entry, Marketing, Insurance, Employee Relations, Customer Service, Event Management, Catering, Office Administration, Labor Relations, Sales, Event Planning, Management, Administrative..., Benefits Administration, Administrative Work, Liasoning, Benefits Management, Hiring Employees, Food, Food Service, Outlook, Office Management, FMLA, Health Insurance, Disability Insurance, Brokers, Health Savings Accounts, Strategic Planning, Strategic Partnerships, Team Building, Training, Medical Underwriting, Coaching, Direct Sales, Sales Management, Life Insurance, Managed Care, Public Speaking, New Business Development
Education
Nevada State College
Western High school
Austin Matheson Austin Matheson's The Leavitt Group Experience December 2011 - September 2013
Job Senior Auditor at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte September 2013 - Present
Deloitte September 2013 - August 2015
The Leavitt Group December 2011 - September 2013
Skills
GAAP, Accounting, SEC filings, Financial Accounting, Team Leadership, Internal Controls, Financial Reporting, Auditing, SEC Filings, Microsoft Office, Sarbanes-Oxley Act
Education
Southern Utah University 2012 — 2013
Masters of Accountancy, Accounting
Southern Utah University 2008 — 2012
Bachelor of Science (BS), Accounting
Deloitte August 2015 - Present
Deloitte September 2013 - Present
Deloitte September 2013 - August 2015
The Leavitt Group December 2011 - September 2013
Skills
GAAP, Accounting, SEC filings, Financial Accounting, Team Leadership, Internal Controls, Financial Reporting, Auditing, SEC Filings, Microsoft Office, Sarbanes-Oxley Act
Education
Southern Utah University 2012 — 2013
Masters of Accountancy, Accounting
Southern Utah University 2008 — 2012
Bachelor of Science (BS), Accounting
Caylor Dalley Caylor Dalley's The Leavitt Group Experience June 2014 - Present
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
James Jim D'Amelio James Jim D'Amelio's The Leavitt Group Experience January 1990 - Present
Job Top Performer in Workers Compensation Brokerage
Industry Insurance
Experience
The Leavitt Group January 1990 - Present
Barlocker Insurance Services 1979 - Present
State Fund California 1967 - 1979
Skills
Workers Compensation, Commercial Insurance, Insurance, Life Insurance, Disability Insurance, Insurance Brokerage, Sales Management, Sales Operations, Coaching Staff, Mentoring, Liability, Professional Liability, Investments, Commercial Real Estate, Investment Management
Education
San Jose State University 1966 — 1996
BS in Science, Business Administration and Management, General, Honors
Santa Clara University 1975 — 1978
Master of Business Administration (MBA), Accounting and Business/Management, Honors
The Leavitt Group January 1990 - Present
Barlocker Insurance Services 1979 - Present
State Fund California 1967 - 1979
Skills
Workers Compensation, Commercial Insurance, Insurance, Life Insurance, Disability Insurance, Insurance Brokerage, Sales Management, Sales Operations, Coaching Staff, Mentoring, Liability, Professional Liability, Investments, Commercial Real Estate, Investment Management
Education
San Jose State University 1966 — 1996
BS in Science, Business Administration and Management, General, Honors
Santa Clara University 1975 — 1978
Master of Business Administration (MBA), Accounting and Business/Management, Honors
Amber Kober (Boyer) Amber Kober (Boyer)'s The Leavitt Group Experience June 2013 - May 2014
Job Account manager
Industry Insurance
Experience
The Leavitt Group June 2013 - May 2014
Lockton Companies March 2013 - June 2013
Lovitt & Touche, Inc. July 2011 - March 2013
Farmers Insurance May 2006 - May 2011
Skills
Account Management, Marketing, Office Management, Commercial Insurance, Property & Casualty..., Customer Service, Customer Retention
Education
New Mexico State University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
The Leavitt Group June 2013 - May 2014
Lockton Companies March 2013 - June 2013
Lovitt & Touche, Inc. July 2011 - March 2013
Farmers Insurance May 2006 - May 2011
Skills
Account Management, Marketing, Office Management, Commercial Insurance, Property & Casualty..., Customer Service, Customer Retention
Education
New Mexico State University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Nicole Carl Nicole Carl's The Leavitt Group Experience March 2014 - April 2015
Job Account Representative Employee Benefits
Industry Insurance
Experience
Intercare Insurance Services, a HUB International Company April 2015 - Present
The Leavitt Group March 2014 - April 2015
Dow and Associates Insurance Agency January 2012 - March 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, English, Windows, Public Speaking, Teaching, Editing, Retail, Team Building, Marketing, Strategic Planning, Leadership, Insurance, Event Planning, Disability Insurance, Marketing Strategy, Life Insurance, Social Networking, Sales, Employee Benefits, Client Confidentiality, Self Learning
Education
Azusa Pacific University 2008 — 2012
Bachelor of Arts (B.A.), Interpersonal and Organizational Communication Studies
Fullerton College
Intercare Insurance Services, a HUB International Company April 2015 - Present
The Leavitt Group March 2014 - April 2015
Dow and Associates Insurance Agency January 2012 - March 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, English, Windows, Public Speaking, Teaching, Editing, Retail, Team Building, Marketing, Strategic Planning, Leadership, Insurance, Event Planning, Disability Insurance, Marketing Strategy, Life Insurance, Social Networking, Sales, Employee Benefits, Client Confidentiality, Self Learning
Education
Azusa Pacific University 2008 — 2012
Bachelor of Arts (B.A.), Interpersonal and Organizational Communication Studies
Fullerton College
Jeffery Goodwin's The Leavitt Group Experience 2012 - 2012
Job Engineer Assistant at MOUNTAIN, LTD.
Industry Telecommunications
Experience
MOUNTAIN, LTD. March 2015 - Present
Spring Mobile November 2014 - March 2015
Sprint November 2012 - November 2014
The Leavitt Group 2012 - 2012
Advanced Health Care August 2008 - April 2009
Skills
Computer/Technical..., Linguistics, Communication, Passion to Succeed, Motivation, Cellular Communications, Social Commerce, Social Media Marketing, M2M, Quotas, Sales, Management, Account Management, Customer Service, Leadership, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Team Leadership, Time Management
Education
Latter-day Saints Business College 2012 — 2014
Associate's degree, Sales, Distribution, and Marketing Operations, General
Utah Valley University 2011 — 2011
N/A, International Business
MOUNTAIN, LTD. March 2015 - Present
Spring Mobile November 2014 - March 2015
Sprint November 2012 - November 2014
The Leavitt Group 2012 - 2012
Advanced Health Care August 2008 - April 2009
Skills
Computer/Technical..., Linguistics, Communication, Passion to Succeed, Motivation, Cellular Communications, Social Commerce, Social Media Marketing, M2M, Quotas, Sales, Management, Account Management, Customer Service, Leadership, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Team Leadership, Time Management
Education
Latter-day Saints Business College 2012 — 2014
Associate's degree, Sales, Distribution, and Marketing Operations, General
Utah Valley University 2011 — 2011
N/A, International Business
Beverly Bean's The Leavitt Group Experience January 2014 - Present
Job Where wellbeing meets creativity + rocking your online space. I help creative online businesses as a virtual assistant.
Industry Internet
Experience
Beverly Bean July 2015 - Present
Beverly Bean March 2015 - Present
Beverly Bean Blog November 2014 - Present
The Leavitt Group January 2014 - Present
L.A. Bowen Insurance May 2013 - January 2014
Brigham Young University October 2012 - April 2013
Gap Inc./Old Navy April 2011 - April 2012
Borders October 2009 - December 2009
Skills
Social Networking, Social Media..., Social Media Blogging, Business Writing, Customer Service, Freelance Writing, Microsoft Office, Microsoft Excel, Time Management, Social Media, Research, Retail, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Outlook, Data Analysis, Sales, Writing, Insurance, Statistics, Blogging
Education
Brigham Young University 2011 — 2013
Bachelor of Science (B.S.), Sociology
LDS Business College 2010 — 2010
Associate of Science (A.S.), General Studies
Beverly Bean July 2015 - Present
Beverly Bean March 2015 - Present
Beverly Bean Blog November 2014 - Present
The Leavitt Group January 2014 - Present
L.A. Bowen Insurance May 2013 - January 2014
Brigham Young University October 2012 - April 2013
Gap Inc./Old Navy April 2011 - April 2012
Borders October 2009 - December 2009
Skills
Social Networking, Social Media..., Social Media Blogging, Business Writing, Customer Service, Freelance Writing, Microsoft Office, Microsoft Excel, Time Management, Social Media, Research, Retail, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Outlook, Data Analysis, Sales, Writing, Insurance, Statistics, Blogging
Education
Brigham Young University 2011 — 2013
Bachelor of Science (B.S.), Sociology
LDS Business College 2010 — 2010
Associate of Science (A.S.), General Studies
Bret j Nelson Bret j Nelson's The Leavitt Group Experience June 2007 - January 2011
Job Manager, Learning & Organizational Development at IHS
Industry Professional Training & Coaching
Experience
IHS December 2014 - Present
The Bret J. Company March 2012 - Present
Cisco July 2012 - Present
InSync Training January 2008 - Present
PCL Construction February 2014 - December 2014
Leavitt Insurance Agency February 2010 - March 2012
The Leavitt Group June 2007 - January 2011
Marriott Hotels and Resorts May 2006 - June 2007
Outback Steakhouse November 2002 - November 2003
Skills
Training & Development, Strategic Planning..., Large Group Facilitation, Organizational..., Organizational..., Organizational..., Instructional Design, Sales Recruitment, Executive Coaching, Lifestyle Coaching, Public Speaking, Super Hero Skills, Strategic Planning, Employee Training, Workshop Facilitation, Recruiting, Training, Leadership, Coaching, Leadership Development, Management, Staff Development, E-Learning, Personal Development, Emotional Intelligence, Organizational..., Talent Management, Change Management, Employee Engagement, Program Management, Succession Planning, Strategy, Team Building, Consulting, Performance Management, Sales, Project Management
Education
Gonzaga University 2008 — 2011
Master's, Organizational Leadership
Southern Utah University 2001 — 2006
BA, Communication and Managment
IHS December 2014 - Present
The Bret J. Company March 2012 - Present
Cisco July 2012 - Present
InSync Training January 2008 - Present
PCL Construction February 2014 - December 2014
Leavitt Insurance Agency February 2010 - March 2012
The Leavitt Group June 2007 - January 2011
Marriott Hotels and Resorts May 2006 - June 2007
Outback Steakhouse November 2002 - November 2003
Skills
Training & Development, Strategic Planning..., Large Group Facilitation, Organizational..., Organizational..., Organizational..., Instructional Design, Sales Recruitment, Executive Coaching, Lifestyle Coaching, Public Speaking, Super Hero Skills, Strategic Planning, Employee Training, Workshop Facilitation, Recruiting, Training, Leadership, Coaching, Leadership Development, Management, Staff Development, E-Learning, Personal Development, Emotional Intelligence, Organizational..., Talent Management, Change Management, Employee Engagement, Program Management, Succession Planning, Strategy, Team Building, Consulting, Performance Management, Sales, Project Management
Education
Gonzaga University 2008 — 2011
Master's, Organizational Leadership
Southern Utah University 2001 — 2006
BA, Communication and Managment
Don Wolkenhauer Don Wolkenhauer's The Leavitt Group Experience May 2007 - Present
Job Agent at Leavitt Heartland Insurance Services
Industry Insurance
Experience
Leavitt Heartland Insurance Services May 2007 - Present
The Leavitt Group May 2007 - Present
Sturgis Soccer Association August 2006 - Present
South Dakota State Soccer Association November 2014 - Present
DC Booth Fish Hatchery January 2010 - Present
Aker Evergreen May 2005 - August 2006
Skills
Social Media Marketing, Fundraising, Insurance, Workers Compensation, Microsoft Office, Budgets, Social Media, Time Management, Commercial Insurance, Advertising, Nonprofits, Public Speaking, Non-profits, Management, Customer Service, Small Business, Marketing, Sales, Microsoft Excel
Education
Black Hills State University 2004 — 2008
BS, Entrepreneurship, Management, Economics
Westwood College - Denver North 1996 — 1998
Associates, Graphic Design
Leavitt Heartland Insurance Services May 2007 - Present
The Leavitt Group May 2007 - Present
Sturgis Soccer Association August 2006 - Present
South Dakota State Soccer Association November 2014 - Present
DC Booth Fish Hatchery January 2010 - Present
Aker Evergreen May 2005 - August 2006
Skills
Social Media Marketing, Fundraising, Insurance, Workers Compensation, Microsoft Office, Budgets, Social Media, Time Management, Commercial Insurance, Advertising, Nonprofits, Public Speaking, Non-profits, Management, Customer Service, Small Business, Marketing, Sales, Microsoft Excel
Education
Black Hills State University 2004 — 2008
BS, Entrepreneurship, Management, Economics
Westwood College - Denver North 1996 — 1998
Associates, Graphic Design
Sarah Stevens's The Leavitt Group Experience May 2012 - July 2013
Job Senior Associate at Mindshare
Industry Marketing and Advertising
Experience
Mindshare October 2013 - January 2015
The Leavitt Group May 2012 - July 2013
Associated Foreign Exchange April 2012 - May 2012
Associated Foreign Exchange July 2010 - April 2012
Skills
Account Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Social Media, Financial Analysis, Marketing, Accounting, Outlook, Time Management, Insurance, Budgets, Strategic Planning, Sales
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Marketing
Mindshare October 2013 - January 2015
The Leavitt Group May 2012 - July 2013
Associated Foreign Exchange April 2012 - May 2012
Associated Foreign Exchange July 2010 - April 2012
Skills
Account Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Social Media, Financial Analysis, Marketing, Accounting, Outlook, Time Management, Insurance, Budgets, Strategic Planning, Sales
Education
Marist College 2006 — 2010
Bachelor of Science (B.S.), Marketing
Kevin Garrett's The Leavitt Group Experience April 2006 - January 2015
Job Business Unit President at CBIZ Benefits & Insurance Services
Industry Insurance
Experience
CBIZ Benefits & Insurance Services January 2015 - Present
The Leavitt Group April 2006 - January 2015
Empire Benefits Insurance Brokerage November 1992 - April 2006
Skills
Self Funding, Alternative Funding, Captive Arrangements, Multi Employer Health..., ERISA, ERISA Health Trusts, Collective Bargaining, Risk Management, Risk Assessment, Contract Negotiation, Custom Narrow Networks, Stop Loss, Alternative Risk, Arrangements, Self-funded, Funding, Employee Benefits, Health Insurance, Workers Compensation, Insurance, Underwriting, Management, Life Insurance, Disability Insurance, Health Savings Accounts, Brokers, COBRA, Employment Practices..., Professional Liability, D&O, Commercial Insurance, Legal Liability, Term Life Insurance, Property & Casualty...
Education
California State University-Fullerton 1982 — 1983
Business
Chaffey College 1979 — 1981
Marketing
Norco High School 1977 — 1979
Diploma, General Studies
Savanna High 1976 — 1977
CBIZ Benefits & Insurance Services January 2015 - Present
The Leavitt Group April 2006 - January 2015
Empire Benefits Insurance Brokerage November 1992 - April 2006
Skills
Self Funding, Alternative Funding, Captive Arrangements, Multi Employer Health..., ERISA, ERISA Health Trusts, Collective Bargaining, Risk Management, Risk Assessment, Contract Negotiation, Custom Narrow Networks, Stop Loss, Alternative Risk, Arrangements, Self-funded, Funding, Employee Benefits, Health Insurance, Workers Compensation, Insurance, Underwriting, Management, Life Insurance, Disability Insurance, Health Savings Accounts, Brokers, COBRA, Employment Practices..., Professional Liability, D&O, Commercial Insurance, Legal Liability, Term Life Insurance, Property & Casualty...
Education
California State University-Fullerton 1982 — 1983
Business
Chaffey College 1979 — 1981
Marketing
Norco High School 1977 — 1979
Diploma, General Studies
Savanna High 1976 — 1977
Josh Maxwell Josh Maxwell's The Leavitt Group Experience October 2012 - June 2014
Job Carnegie Mellon University Graduate Student
Industry Computer & Network Security
Experience
TouchMD an Alphaeon Company April 2014 - July 2015
The Leavitt Group October 2012 - June 2014
GIS Services & Consulting, LLC April 2010 - August 2010
KolobIR Infrared Mapping April 2008 - January 2010
Kolob IR Infrared Mapping April 2008 - July 2008
Leavitt Group Technology Department April 2008 - May 2008
GIS Services & Consulting, LLC April 2007 - August 2007
LDS New Harmony Valley Genealogy and Family History Center July 2007 - July 2007
Skills
Operating Systems, Troubleshooting, Windows XP, HTML, Computer Hardware, Active Directory, ArcGIS, Linux, Help Desk Support, Technical Support, ArcMap, Windows Server, Virtualization, System Administration, Networking, Java, Hardware, Security, MySQL, Network Administration, TCP/IP, Team Leadership, OS X, Management, Windows, Databases, Object Oriented Design, CSS, Software Installation, Servers, Citrix, Microsoft Office, Customer Service, Computer Security, Microsoft Excel, SQL, Public Speaking
Education
Carnegie Mellon University 2015 — 2017
Master's of Science in Information Security, Cyber Ops Certificate
Southern Utah University 2010 — 2015
Bachelor of Science (BS), Computer Science, GPA 3.829
SUCCESS Academy 2008 — 2010
Associate of Science (A.S.), Computer, Engineering and Science Students
Cedar High School 2006 — 2010
TouchMD an Alphaeon Company April 2014 - July 2015
The Leavitt Group October 2012 - June 2014
GIS Services & Consulting, LLC April 2010 - August 2010
KolobIR Infrared Mapping April 2008 - January 2010
Kolob IR Infrared Mapping April 2008 - July 2008
Leavitt Group Technology Department April 2008 - May 2008
GIS Services & Consulting, LLC April 2007 - August 2007
LDS New Harmony Valley Genealogy and Family History Center July 2007 - July 2007
Skills
Operating Systems, Troubleshooting, Windows XP, HTML, Computer Hardware, Active Directory, ArcGIS, Linux, Help Desk Support, Technical Support, ArcMap, Windows Server, Virtualization, System Administration, Networking, Java, Hardware, Security, MySQL, Network Administration, TCP/IP, Team Leadership, OS X, Management, Windows, Databases, Object Oriented Design, CSS, Software Installation, Servers, Citrix, Microsoft Office, Customer Service, Computer Security, Microsoft Excel, SQL, Public Speaking
Education
Carnegie Mellon University 2015 — 2017
Master's of Science in Information Security, Cyber Ops Certificate
Southern Utah University 2010 — 2015
Bachelor of Science (BS), Computer Science, GPA 3.829
SUCCESS Academy 2008 — 2010
Associate of Science (A.S.), Computer, Engineering and Science Students
Cedar High School 2006 — 2010
Aaron Drabeck's The Leavitt Group Experience December 2010 - Present
Job Senior Software Engineer
Industry Information Technology and Services
Experience
The Leavitt Group December 2010 - Present
Utah Channel 3 April 2005 - Present
Drabeck Solutions February 1997 - Present
ADB Bank August 2008 - December 2010
URI International 2007 - 2008
Hathaway Dinwiddie Construction Company January 2000 - January 2002
Skills
C#, Network Security, Git, Cryptography, Entity Framework, .Net Framework, WPF Development, Continuous Integration, N-Tier/Services..., TeamCity, Asynchronous Design..., TCP/IP, WebAPI, Data Architecture and..., xUnit, JavaScript, DNS, Apache, Computer Forensics, Asterisk, Forensic Tool Kit, MySQL, XenServer, Cognos, OData, ReSharper, Cryptographic Primitives, SSL/TLS, ZWave Networks, UDP, Sencha Touch Framework, .NET, OpenVPN, LastPass Enterprise, Agile Scrum, REST, OAuth, Visual Studio, Chutzpah, Jasmine, JIRA, Servers, zwave, SQL, Integration, Databases, Windows Server, Troubleshooting
Education
Southern Utah University 2007 — 2008
Master, Forensic Computer Science
Southern Utah University 2004 — 2007
Bachelor, Bachelor of Science in Information Systems
The Leavitt Group December 2010 - Present
Utah Channel 3 April 2005 - Present
Drabeck Solutions February 1997 - Present
ADB Bank August 2008 - December 2010
URI International 2007 - 2008
Hathaway Dinwiddie Construction Company January 2000 - January 2002
Skills
C#, Network Security, Git, Cryptography, Entity Framework, .Net Framework, WPF Development, Continuous Integration, N-Tier/Services..., TeamCity, Asynchronous Design..., TCP/IP, WebAPI, Data Architecture and..., xUnit, JavaScript, DNS, Apache, Computer Forensics, Asterisk, Forensic Tool Kit, MySQL, XenServer, Cognos, OData, ReSharper, Cryptographic Primitives, SSL/TLS, ZWave Networks, UDP, Sencha Touch Framework, .NET, OpenVPN, LastPass Enterprise, Agile Scrum, REST, OAuth, Visual Studio, Chutzpah, Jasmine, JIRA, Servers, zwave, SQL, Integration, Databases, Windows Server, Troubleshooting
Education
Southern Utah University 2007 — 2008
Master, Forensic Computer Science
Southern Utah University 2004 — 2007
Bachelor, Bachelor of Science in Information Systems
Caitlin Elrod's The Leavitt Group Experience September 2014 - January 2015
Job Client Advocate
Industry Telecommunications
Experience
BMW Northwest August 2015 - Present
Starbucks March 2015 - Present
Express Employment Professionals January 2015 - Present
The Leavitt Group September 2014 - January 2015
Express Employment Professionals January 2014 - September 2014
Pacific Lutheran University September 2012 - May 2013
Kopter Krazy June 2012 - August 2012
Pacific Lutheran University October 2010 - May 2012
The Mooring Mast September 2011 - March 2012
Lutherhaven Ministries May 2011 - August 2011
Skills
Videography, Public Speaking, Research, Editing, Social Media, Journalism, Video Editing, Facebook, Blogging, Creative Writing, Wordpress, PowerPoint, Microsoft Office, Fundraising, Microsoft Word, Video, Customer Service, Teamwork, Time Management, Mac, WordPress, Nonprofits, Event Planning, Copy Editing, Social Networking, Training, Communication, Critical Thinking, Leadership, Management, Microsoft Excel, Sales, Writing, Data Entry, Teaching, Community Outreach, Photoshop, Event Management, Leadership Development, Marketing, Resume Writing, Adobe Creative Suite, Interviews, Newsletters
Education
Pacific Lutheran University 2010 — 2013
B.A., Communication, Global Studies
Portland Community College 2008 — 2010
Adult Highschool Diploma, General Studies
BMW Northwest August 2015 - Present
Starbucks March 2015 - Present
Express Employment Professionals January 2015 - Present
The Leavitt Group September 2014 - January 2015
Express Employment Professionals January 2014 - September 2014
Pacific Lutheran University September 2012 - May 2013
Kopter Krazy June 2012 - August 2012
Pacific Lutheran University October 2010 - May 2012
The Mooring Mast September 2011 - March 2012
Lutherhaven Ministries May 2011 - August 2011
Skills
Videography, Public Speaking, Research, Editing, Social Media, Journalism, Video Editing, Facebook, Blogging, Creative Writing, Wordpress, PowerPoint, Microsoft Office, Fundraising, Microsoft Word, Video, Customer Service, Teamwork, Time Management, Mac, WordPress, Nonprofits, Event Planning, Copy Editing, Social Networking, Training, Communication, Critical Thinking, Leadership, Management, Microsoft Excel, Sales, Writing, Data Entry, Teaching, Community Outreach, Photoshop, Event Management, Leadership Development, Marketing, Resume Writing, Adobe Creative Suite, Interviews, Newsletters
Education
Pacific Lutheran University 2010 — 2013
B.A., Communication, Global Studies
Portland Community College 2008 — 2010
Adult Highschool Diploma, General Studies
Susan Groff Susan Groff's The Leavitt Group Experience February 2013 - Present
Job Insurance & Risk Management Specialist. I provide many services to assist clients with all of their insurance needs.
Industry Insurance
Experience
The Leavitt Group February 2013 - Present
Herzog Insurance October 2006 - February 2013
gotoPremium Finance 2004 - 2006
California Insurance Center 2003 - 2004
Golden State Warriors 2001 - 2002
Heffernan Insurance Brokers 1997 - 2001
Skills
Workers Compensation, Commercial Insurance, Property & Casualty..., Insurance, Legal Liability, Professional Liability, Risk Management, D&O, Casualty, Loss Prevention..., Construction Safety, Safety Management..., Brokers
Education
San Francisco State University 1994 — 1996
BS, Business Marketing
The Leavitt Group February 2013 - Present
Herzog Insurance October 2006 - February 2013
gotoPremium Finance 2004 - 2006
California Insurance Center 2003 - 2004
Golden State Warriors 2001 - 2002
Heffernan Insurance Brokers 1997 - 2001
Skills
Workers Compensation, Commercial Insurance, Property & Casualty..., Insurance, Legal Liability, Professional Liability, Risk Management, D&O, Casualty, Loss Prevention..., Construction Safety, Safety Management..., Brokers
Education
San Francisco State University 1994 — 1996
BS, Business Marketing
Bryan Cameron's The Leavitt Group Experience September 2012 - May 2015
Job Audit Assistant at Deloitte.
Industry Accounting
Experience
Deloitte September 2015 - Present
The Leavitt Group September 2012 - May 2015
Deloitte June 2014 - August 2014
Hinton Burdick January 2014 - April 2014
Alaska Coach Tours May 2013 - August 2013
Education
Southern Utah University 2014 — 2015
Master's degree, Accounting
Southern Utah University 2011 — 2014
Bachelor of Science (BS), Accounting
Deloitte September 2015 - Present
The Leavitt Group September 2012 - May 2015
Deloitte June 2014 - August 2014
Hinton Burdick January 2014 - April 2014
Alaska Coach Tours May 2013 - August 2013
Education
Southern Utah University 2014 — 2015
Master's degree, Accounting
Southern Utah University 2011 — 2014
Bachelor of Science (BS), Accounting
Russell Helms Russell Helms's The Leavitt Group Experience June 2012 - August 2012
Job Customer Pickup Coordinator at FedEx Ground
Industry Marketing and Advertising
Experience
FedEx Ground June 2014 - Present
San Jose Earthquakes October 2013 - April 2014
The Leavitt Group June 2012 - August 2012
San Francisco Creamery June 2011 - December 2011
Diamond Clear Pool & Spa Service May 2007 - August 2011
Skills
Management, Project Planning, Marketing, Leadership, Team Leadership, Cooperation, Social Networking, Social Skills, PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Presentations, Group Work, Google Docs, Google Groups, Troubleshooting, Sales, Time Management, Teamwork, Customer Service
Education
California State University-Chico 2009 — 2013
Bachelor of Science, Business Administration
Northgate High School 2005 — 2009
Graduated
FedEx Ground June 2014 - Present
San Jose Earthquakes October 2013 - April 2014
The Leavitt Group June 2012 - August 2012
San Francisco Creamery June 2011 - December 2011
Diamond Clear Pool & Spa Service May 2007 - August 2011
Skills
Management, Project Planning, Marketing, Leadership, Team Leadership, Cooperation, Social Networking, Social Skills, PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Communication Skills, Presentations, Group Work, Google Docs, Google Groups, Troubleshooting, Sales, Time Management, Teamwork, Customer Service
Education
California State University-Chico 2009 — 2013
Bachelor of Science, Business Administration
Northgate High School 2005 — 2009
Graduated
Holly (Bradshaw) Cremer's The Leavitt Group Experience September 2013 - Present
Job Personal Lines Account Executive at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group September 2013 - Present
Montana Farmers Union Insurance Agency Inc. March 2009 - September 2013
Skills
Insurance, Personal Insurance, Liability, Property & Casualty..., Homeowners, Renters, Underwriting, Umbrella Insurance, Customer Service, Personal Auto, Professional Liability, Legal Liability
Education
Montana State University-Billings 2009 — 2013
Bachelor's Degree, Sociology and Criminal Justice
The Leavitt Group September 2013 - Present
Montana Farmers Union Insurance Agency Inc. March 2009 - September 2013
Skills
Insurance, Personal Insurance, Liability, Property & Casualty..., Homeowners, Renters, Underwriting, Umbrella Insurance, Customer Service, Personal Auto, Professional Liability, Legal Liability
Education
Montana State University-Billings 2009 — 2013
Bachelor's Degree, Sociology and Criminal Justice
Brandon Stout Brandon Stout's The Leavitt Group Experience December 2013 - January 2014
Job Vice President , Commercial Division | Assistant Director of Sales Training.
Industry Insurance
Experience
Leavitt Group ( McDonald-Leavitt) January 2014 - Present
The Leavitt Group December 2013 - January 2014
State Farm June 2010 - June 2012
Pacific Interstate Insurance Brokers January 2008 - 2010
Competitive Commercial Agency January 2005 - 2008
United States Air Force June 2001 - June 2003
Skills
Risk Management..., Insurance Consulting, Workers' Compensation..., Commercial Insurance, Property & Casualty..., D&O, Legal Liability, Health Insurance, Casualty, Employment Practices..., General Insurance, Liability, Inland Marine, Workers Compensation, Commercial Lines, Brokers, Claim, Recruiting, Directors & Officers..., Sales, Insurance, Professional Liability, Umbrella Insurance, Risk Management, Underwriting, Life Insurance, Employee Benefits, Homeowners, Liability Analysis, Claims Management, Reinsurance, Surety Bonds, Litigation Management, Whole Life, Fixed Annuities, Insurance Brokerage, Leadership
Education
Kaplan University 2012 — 2015
Series 7, Financial Planning and Services
California Insurance License 2004 — 2004
Property & Casualty State License, Insurance
Sheppard AFB Medical School 2001 — 2002
Certificate, Medical Training
Santa Rosa Junior College 1999 — 2001
Criminal Justice and Corrections
Leavitt Group ( McDonald-Leavitt) January 2014 - Present
The Leavitt Group December 2013 - January 2014
State Farm June 2010 - June 2012
Pacific Interstate Insurance Brokers January 2008 - 2010
Competitive Commercial Agency January 2005 - 2008
United States Air Force June 2001 - June 2003
Skills
Risk Management..., Insurance Consulting, Workers' Compensation..., Commercial Insurance, Property & Casualty..., D&O, Legal Liability, Health Insurance, Casualty, Employment Practices..., General Insurance, Liability, Inland Marine, Workers Compensation, Commercial Lines, Brokers, Claim, Recruiting, Directors & Officers..., Sales, Insurance, Professional Liability, Umbrella Insurance, Risk Management, Underwriting, Life Insurance, Employee Benefits, Homeowners, Liability Analysis, Claims Management, Reinsurance, Surety Bonds, Litigation Management, Whole Life, Fixed Annuities, Insurance Brokerage, Leadership
Education
Kaplan University 2012 — 2015
Series 7, Financial Planning and Services
California Insurance License 2004 — 2004
Property & Casualty State License, Insurance
Sheppard AFB Medical School 2001 — 2002
Certificate, Medical Training
Santa Rosa Junior College 1999 — 2001
Criminal Justice and Corrections
Brennon Bauer Brennon Bauer's The Leavitt Group Experience May 2013 - Present
Job Assistant Controller at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group May 2013 - Present
Southern Utah University January 2013 - May 2013
Education
Southern Utah University 2012 — 2016
Master's Degree
The Leavitt Group May 2013 - Present
Southern Utah University January 2013 - May 2013
Education
Southern Utah University 2012 — 2016
Master's Degree
Bracken Longhurst Bracken Longhurst's The Leavitt Group Experience June 2013 - Present
Job Vice President and Associate General Counsel at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group June 2013 - Present
Holland & Hart LLP September 2012 - June 2013
Skills
Commercial Litigation, Litigation, Strategic Planning, Management, Contract Negotiation, Mediation, Business Planning, Business Strategy, Business Analysis, Leadership Development, Sales, Civil Litigation, Real Estate, Public Speaking
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Southern Utah University 2001 — 2006
Bachelor of Science (BS), Economics
The Leavitt Group June 2013 - Present
Holland & Hart LLP September 2012 - June 2013
Skills
Commercial Litigation, Litigation, Strategic Planning, Management, Contract Negotiation, Mediation, Business Planning, Business Strategy, Business Analysis, Leadership Development, Sales, Civil Litigation, Real Estate, Public Speaking
Education
University of Nevada-Las Vegas, William S. Boyd School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Southern Utah University 2001 — 2006
Bachelor of Science (BS), Economics
Edward Ponce Edward Ponce's The Leavitt Group Experience February 2014 - Present
Job Benefits Specialist at The Leavitt Group
Industry Media Production
Experience
The Leavitt Group February 2014 - Present
Northwestern Mutual Financial September 2012 - November 2013
Gannett 1999 - 2012
Paradise Canyon Resort March 1998 - January 1999
Skills
Social Media Marketing, Newspapers, Online Advertising, Advertising Sales, Sales Management, Top Sales Executive, Speak, Read and Write..., Proficient in Microsoft..., New Business Development, Trained On Yahoo Online..., Account Management, Specialized on Yearly..., Customer Retention, Call Centers, SEO, Advertising, Management, Sales, Marketing, Team Building, Training, Strategic Planning, Customer Service
Education
Brigham Young University 1993 — 1997
Batchler of Arts, International Relations Major and Minor in Business Management
Brigham Young University 1993 — 1997
Bachelor of Arts (BA), International Business
The Leavitt Group February 2014 - Present
Northwestern Mutual Financial September 2012 - November 2013
Gannett 1999 - 2012
Paradise Canyon Resort March 1998 - January 1999
Skills
Social Media Marketing, Newspapers, Online Advertising, Advertising Sales, Sales Management, Top Sales Executive, Speak, Read and Write..., Proficient in Microsoft..., New Business Development, Trained On Yahoo Online..., Account Management, Specialized on Yearly..., Customer Retention, Call Centers, SEO, Advertising, Management, Sales, Marketing, Team Building, Training, Strategic Planning, Customer Service
Education
Brigham Young University 1993 — 1997
Batchler of Arts, International Relations Major and Minor in Business Management
Brigham Young University 1993 — 1997
Bachelor of Arts (BA), International Business
Thayne Walker Thayne Walker's The Leavitt Group Experience April 2003 - May 2004
Job Senior Software Engineer at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin June 2004 - Present
The Leavitt Group April 2003 - May 2004
Skills
HTML, Object Oriented Design, .NET, Java, Microsoft SQL Server, JavaScript, CSS, Perl, SQL
Education
Colorado State University 2004 — 2006
Masters, Computer Science
Southern Utah University 1999 — 2004
BS, Computer Science
Lockheed Martin June 2004 - Present
The Leavitt Group April 2003 - May 2004
Skills
HTML, Object Oriented Design, .NET, Java, Microsoft SQL Server, JavaScript, CSS, Perl, SQL
Education
Colorado State University 2004 — 2006
Masters, Computer Science
Southern Utah University 1999 — 2004
BS, Computer Science
Burke Bess Burke Bess's The Leavitt Group Experience August 2010 - December 2011
Job Financial Analyst at The Church of Jesus Christ of Latterday Saints: Seminaries and Institutes of Religion
Industry Accounting
Experience
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion July 2014 - Present
Tanner LLC January 2012 - July 2014
The Leavitt Group August 2010 - December 2011
Southern Utah University August 2011 - November 2011
Utah State University May 2010 - August 2010
Southwest Behavioral Health Center May 2010 - August 2010
Utah State University May 2009 - August 2009
Provo School District August 2008 - May 2009
Utah State University May 2008 - August 2008
Intermountain Healthcare August 2007 - May 2008
Skills
Accounting, Excel, Microsoft Office, Reconciliation, Account Reconciliation, Microsoft Excel, Auditing, GAAP, Internal Controls, Financial Accounting, Financial Analysis, Financial Audits, CPA, Due Diligence, Financial Reporting, Analysis, General Ledger, Revenue Recognition, Accounts Payable, QuickBooks, SEC filings, Financial Statements, US GAAP
Education
Southern Utah University 2011 — 2011
MAcc, Accounting, 3.9 GPA
Southern Utah University 2009 — 2011
B.S., Accounting, 3.98 GPA
Utah Valley University 2007 — 2009
Associates Degree, General Education
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion July 2014 - Present
Tanner LLC January 2012 - July 2014
The Leavitt Group August 2010 - December 2011
Southern Utah University August 2011 - November 2011
Utah State University May 2010 - August 2010
Southwest Behavioral Health Center May 2010 - August 2010
Utah State University May 2009 - August 2009
Provo School District August 2008 - May 2009
Utah State University May 2008 - August 2008
Intermountain Healthcare August 2007 - May 2008
Skills
Accounting, Excel, Microsoft Office, Reconciliation, Account Reconciliation, Microsoft Excel, Auditing, GAAP, Internal Controls, Financial Accounting, Financial Analysis, Financial Audits, CPA, Due Diligence, Financial Reporting, Analysis, General Ledger, Revenue Recognition, Accounts Payable, QuickBooks, SEC filings, Financial Statements, US GAAP
Education
Southern Utah University 2011 — 2011
MAcc, Accounting, 3.9 GPA
Southern Utah University 2009 — 2011
B.S., Accounting, 3.98 GPA
Utah Valley University 2007 — 2009
Associates Degree, General Education
Andrea Roundy Andrea Roundy's The Leavitt Group Experience July 2008 - Present
Job Marketing Planner
Industry Insurance
Experience
The Leavitt Group July 2008 - Present
Cedar City Women in Business September 2008 - December 2009
Wells Fargo Bank March 2007 - July 2008
RE/MAX Professionals August 2004 - March 2007
Skills
Marketing Research, Customer Service, Campaign Management, Relationship Marketing, Public Relations, Real Estate, Marketing Strategy, Non-profits, Budgeting, Excel, Direct Marketing, Microsoft Office, Fundraising, Social Media, Team Leadership, Online Marketing, Event Planning, Social Media Marketing, Nonprofits, Team Building, Strategic Planning, Microsoft Excel, Budgets, CRM, Advertising, Sales, Leadership, Management, Email Marketing, Marketing, Project Planning, Market Research, New Business Development, Account Management, Project Management, Lead Generation, Business Development, Marketing Communications
Education
Southern Utah University 2008 — 2010
MBA, Masters of Business Administration
Southern Utah University 2002 — 2004
BS, Marketing
The Leavitt Group July 2008 - Present
Cedar City Women in Business September 2008 - December 2009
Wells Fargo Bank March 2007 - July 2008
RE/MAX Professionals August 2004 - March 2007
Skills
Marketing Research, Customer Service, Campaign Management, Relationship Marketing, Public Relations, Real Estate, Marketing Strategy, Non-profits, Budgeting, Excel, Direct Marketing, Microsoft Office, Fundraising, Social Media, Team Leadership, Online Marketing, Event Planning, Social Media Marketing, Nonprofits, Team Building, Strategic Planning, Microsoft Excel, Budgets, CRM, Advertising, Sales, Leadership, Management, Email Marketing, Marketing, Project Planning, Market Research, New Business Development, Account Management, Project Management, Lead Generation, Business Development, Marketing Communications
Education
Southern Utah University 2008 — 2010
MBA, Masters of Business Administration
Southern Utah University 2002 — 2004
BS, Marketing
Bryan Lyman's The Leavitt Group Experience November 2007 - June 2010
Job Senior Application Developer at Tecuity, Inc.
Industry Computer Software
Experience
Tecuity, Inc. April 2015 - Present
Centeva April 2014 - March 2015
Xerox August 2010 - March 2014
The Leavitt Group November 2007 - June 2010
AltaPoint Data Systems May 2007 - November 2007
Avail Software July 2004 - February 2007
Market Reps July 2002 - September 2002
Parlant Technology June 2000 - February 2001
College of Eastern Utah August 1997 - February 2000
Skills
C#, VB.NET, Electronics, HTML + CSS, JavaScript, jQuery, C++, Java, x86 Assembly, SQL, Microchip PIC, ASP.NET, Web Services, IIS, XML, Subversion, SQL Server, Visual Studio, .NET, MySQL, VSS, OOP, Object Oriented Design, AJAX, HTML, CSS, Software Design, Software Development, Programming, Software Engineering, WinForms, Web Applications, Windows, Apache, Linux, Databases, LINQ, TFS, Microsoft SQL Server, Silverlight, Flash, PLC, PLC Programming, Photoshop, Open Source, Open Office, Microsoft Office, OS X, Adobe, Operating Systems
Education
Southern Utah University
Bachelor's degree: Electrical, Electronics & Communications, Electronics Engineering
Southern Utah University
Associate's degree: Electrical, Electronics & Comm Engineer, Engineering Technology, General
San Juan High
High School Diploma
Tecuity, Inc. April 2015 - Present
Centeva April 2014 - March 2015
Xerox August 2010 - March 2014
The Leavitt Group November 2007 - June 2010
AltaPoint Data Systems May 2007 - November 2007
Avail Software July 2004 - February 2007
Market Reps July 2002 - September 2002
Parlant Technology June 2000 - February 2001
College of Eastern Utah August 1997 - February 2000
Skills
C#, VB.NET, Electronics, HTML + CSS, JavaScript, jQuery, C++, Java, x86 Assembly, SQL, Microchip PIC, ASP.NET, Web Services, IIS, XML, Subversion, SQL Server, Visual Studio, .NET, MySQL, VSS, OOP, Object Oriented Design, AJAX, HTML, CSS, Software Design, Software Development, Programming, Software Engineering, WinForms, Web Applications, Windows, Apache, Linux, Databases, LINQ, TFS, Microsoft SQL Server, Silverlight, Flash, PLC, PLC Programming, Photoshop, Open Source, Open Office, Microsoft Office, OS X, Adobe, Operating Systems
Education
Southern Utah University
Bachelor's degree: Electrical, Electronics & Communications, Electronics Engineering
Southern Utah University
Associate's degree: Electrical, Electronics & Comm Engineer, Engineering Technology, General
San Juan High
High School Diploma
Jill Shorten Jill Shorten's The Leavitt Group Experience January 1998 - March 2014
Job Account Executive at EPIC
Industry Insurance
Experience
EPIC March 2015 - Present
Heffernan Insurance Brokers March 2014 - March 2015
The Leavitt Group January 1998 - March 2014
Francis Special Risk September 1995 - January 1998
Giblon & Claffey Agency 1986 - 1995
Skills
Insurance, Property & Casualty..., Employment Practices..., Underwriting, Workers Compensation, Risk Management, Excess, Disability Insurance, Professional Liability, Business Development, Claims Management, Legal Liability, Directors & Officers..., Health Insurance, Commercial Insurance, Liability, Casualty, Umbrella Insurance, D&O, General Insurance, Alternative Risk and..., Management Liability, Mentoring, Marketing, Risk Analysis, Cyber Risk
Education
Ithaca College
J.P. Stevens H.S.
EPIC March 2015 - Present
Heffernan Insurance Brokers March 2014 - March 2015
The Leavitt Group January 1998 - March 2014
Francis Special Risk September 1995 - January 1998
Giblon & Claffey Agency 1986 - 1995
Skills
Insurance, Property & Casualty..., Employment Practices..., Underwriting, Workers Compensation, Risk Management, Excess, Disability Insurance, Professional Liability, Business Development, Claims Management, Legal Liability, Directors & Officers..., Health Insurance, Commercial Insurance, Liability, Casualty, Umbrella Insurance, D&O, General Insurance, Alternative Risk and..., Management Liability, Mentoring, Marketing, Risk Analysis, Cyber Risk
Education
Ithaca College
J.P. Stevens H.S.
Chris Ulph Chris Ulph's The Leavitt Group Experience Sr. Loan ConsultantWashington MutualFebruary 2000 - August 2006
Job Benefits Consultant at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group Sr. Loan ConsultantWashington MutualFebruary 2000 - August 2006
Education
California State University-Fullerton
BA, Finance
The Leavitt Group Sr. Loan ConsultantWashington MutualFebruary 2000 - August 2006
Education
California State University-Fullerton
BA, Finance
REBECCA (COPE) COLLINS's The Leavitt Group Experience November 2001 - Present
Job Insurance Agent at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group November 2001 - Present
Allstate Independant Agent 2001 - 2013
State Farm Insurance February 1989 - November 2001
SILVER CITY,NM February 1989 - November 2001
Skills
Workers Compensation, Legal Liability, Underwriting, Employment Practices..., Property & Casualty..., Term Life Insurance, D&O, Inland Marine, Excess, Risk Management, Marine Insurance, Claim, Insurance Brokerage, Employee Benefits, Life Insurance, Homeowners, Reinsurance, Health Savings Accounts, Risk Financing, Construction Insurance, Financial Risk, Captives, Claims Management
Education
North American Trade Schools 1979 — 1982
Animal Sciences, Large Animal/Food Animal and Equine Surgery and Medicine
Mayfield High School 1970 — 1974
The Leavitt Group November 2001 - Present
Allstate Independant Agent 2001 - 2013
State Farm Insurance February 1989 - November 2001
SILVER CITY,NM February 1989 - November 2001
Skills
Workers Compensation, Legal Liability, Underwriting, Employment Practices..., Property & Casualty..., Term Life Insurance, D&O, Inland Marine, Excess, Risk Management, Marine Insurance, Claim, Insurance Brokerage, Employee Benefits, Life Insurance, Homeowners, Reinsurance, Health Savings Accounts, Risk Financing, Construction Insurance, Financial Risk, Captives, Claims Management
Education
North American Trade Schools 1979 — 1982
Animal Sciences, Large Animal/Food Animal and Equine Surgery and Medicine
Mayfield High School 1970 — 1974
Kerry Tuma, CIC Kerry Tuma, CIC's The Leavitt Group Experience February 2008 - Present
Job I help companies reduce their risk exposures through a value add differentiation service platform
Industry Insurance
Experience
The Leavitt Group February 2008 - Present
Filice Insurance January 1997 - February 2008
San Jose State University January 1995 - January 1997
Skills
Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Risk Management, Liability, Professional Liability, Excess, Start-ups, Umbrella Insurance, D&O, Brokers, Employment Practices..., Strategic Planning, Sales, Casualty, Directors & Officers..., Business Planning, Marketing, Management, Mergers & Acquisitions, General Insurance, Commercial Lines, Customer Service, Negotiation, Contract Negotiation, Liability Analysis, Claims Management, Property, Captives, Executive Management, Licensed Property &..., Casualty Insurance
Education
San Jose State University 1995 — 1997
MA, Sport Management
University of the Pacific 1992 — 1995
BA, Sport Management
Leigh High 1987 — 1990
The Leavitt Group February 2008 - Present
Filice Insurance January 1997 - February 2008
San Jose State University January 1995 - January 1997
Skills
Insurance, Workers Compensation, Commercial Insurance, Property & Casualty..., Risk Management, Liability, Professional Liability, Excess, Start-ups, Umbrella Insurance, D&O, Brokers, Employment Practices..., Strategic Planning, Sales, Casualty, Directors & Officers..., Business Planning, Marketing, Management, Mergers & Acquisitions, General Insurance, Commercial Lines, Customer Service, Negotiation, Contract Negotiation, Liability Analysis, Claims Management, Property, Captives, Executive Management, Licensed Property &..., Casualty Insurance
Education
San Jose State University 1995 — 1997
MA, Sport Management
University of the Pacific 1992 — 1995
BA, Sport Management
Leigh High 1987 — 1990
Rick Y. Donatini's The Leavitt Group Experience May 2008 - Present
Job Senior Vice President, The Leavitt Group
Industry Insurance
Experience
The Leavitt Group May 2008 - Present
American Financial Exchnage ( AFX) 2004 - 2008
Wells Fargo Insurance Services 1993 - 2003
Cigna HealthCare 1991 - 1994
Skills
Healthcare, New Business Development, Benefits Administration, Employee Benefits, Restaurants, Health Insurance, Human Resources, Strategy, Municipalities, Management, Manufacturing, Temporary Placement, Leadership, Insurance, Program Management, Hotels, Sales, Risk Management, Property & Casualty..., Underwriting, Casualty, Disability Insurance, Health Savings Accounts, Selling, Life Insurance, Brokers, Sales Management, Professional Liability, Self-funded, Employment Practices..., Legal Liability, Commercial Insurance, COBRA, D&O, Term Life Insurance
Education
California State University-Fullerton 1986 — 1991
Melodyland High School
The Leavitt Group May 2008 - Present
American Financial Exchnage ( AFX) 2004 - 2008
Wells Fargo Insurance Services 1993 - 2003
Cigna HealthCare 1991 - 1994
Skills
Healthcare, New Business Development, Benefits Administration, Employee Benefits, Restaurants, Health Insurance, Human Resources, Strategy, Municipalities, Management, Manufacturing, Temporary Placement, Leadership, Insurance, Program Management, Hotels, Sales, Risk Management, Property & Casualty..., Underwriting, Casualty, Disability Insurance, Health Savings Accounts, Selling, Life Insurance, Brokers, Sales Management, Professional Liability, Self-funded, Employment Practices..., Legal Liability, Commercial Insurance, COBRA, D&O, Term Life Insurance
Education
California State University-Fullerton 1986 — 1991
Melodyland High School
Brett Van Anne's The Leavitt Group Experience March 2008 - August 2008
Job Employee Benefits Producer at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group March 2008 - August 2008
Trustmark Life Insurance Company December 2006 - March 2008
Education
Gonzaga University 1997 — 2000
Bachelor's Degree, Education
The Leavitt Group March 2008 - August 2008
Trustmark Life Insurance Company December 2006 - March 2008
Education
Gonzaga University 1997 — 2000
Bachelor's Degree, Education
Christian Hariot's The Leavitt Group Experience January 2014 - May 2015
Job Account Executive at Burnham Benefits
Industry Financial Services
Experience
Burnham Benefits May 2015 - Present
Roma Italian Deli January 2002 - Present
The Leavitt Group January 2014 - May 2015
The Leavitt Group July 2012 - January 2014
CPEhr April 2009 - July 2012
ING Financial Advisors February 2007 - April 2009
City of Los Angeles June 2005 - September 2005
Skills
Public Speaking, Human Resources, Employee Benefits, HR Consulting, Retirement Planning, Account Management, Microsoft Excel, Social Media, Microsoft Office, Budgets, PowerPoint, Selling Skills, Customer Service, Outlook, Social Media Marketing, Marketing Communications, Strategic Planning, Insurance, Financial Analysis, 401k, Employee Relations, FMLA, Benefits Administration, Health Insurance, Management, Sales
Education
California Lutheran University 2003 — 2006
Bachelors of Science, Marketing & Finance
El camino real high school 1999 — 2002
Burnham Benefits May 2015 - Present
Roma Italian Deli January 2002 - Present
The Leavitt Group January 2014 - May 2015
The Leavitt Group July 2012 - January 2014
CPEhr April 2009 - July 2012
ING Financial Advisors February 2007 - April 2009
City of Los Angeles June 2005 - September 2005
Skills
Public Speaking, Human Resources, Employee Benefits, HR Consulting, Retirement Planning, Account Management, Microsoft Excel, Social Media, Microsoft Office, Budgets, PowerPoint, Selling Skills, Customer Service, Outlook, Social Media Marketing, Marketing Communications, Strategic Planning, Insurance, Financial Analysis, 401k, Employee Relations, FMLA, Benefits Administration, Health Insurance, Management, Sales
Education
California Lutheran University 2003 — 2006
Bachelors of Science, Marketing & Finance
El camino real high school 1999 — 2002
Craig Blodgett's The Leavitt Group Experience March 2012 - Present
Job Systems Engineer at The Leavitt Group
Industry Information Technology and Services
Experience
The Leavitt Group March 2012 - Present
The Leavitt Group Systems SpecialstThe Leavitt GroupMarch 2005 - October 2010
Southern Utah University 2002 - 2005
Skills
RDP, Active Directory, Novell, TCP/IP, Windows Server, Altiris Deployment..., Insurance, Property & Casualty..., Spiceworks, SQL, Leadership, Windows XP
Education
Southern Utah University 1999 — 2005
BS, Information Systems
The Leavitt Group March 2012 - Present
The Leavitt Group Systems SpecialstThe Leavitt GroupMarch 2005 - October 2010
Southern Utah University 2002 - 2005
Skills
RDP, Active Directory, Novell, TCP/IP, Windows Server, Altiris Deployment..., Insurance, Property & Casualty..., Spiceworks, SQL, Leadership, Windows XP
Education
Southern Utah University 1999 — 2005
BS, Information Systems
Emma Maurer's The Leavitt Group Experience 2008 - 2010
Job Director St. Vincent's HealthWorks at St. Vincent's HealthCare
Industry Health, Wellness and Fitness
Experience
St. Vincent's HealthCare July 2014 - Present
St. Vincent's HealthCare June 2013 - July 2014
GBS Benefits August 2008 - May 2013
The Leavitt Group 2008 - 2010
The Regence Group October 2006 - August 2008
Sandy City Corporation March 2001 - October 2006
Skills
Public Speaking, Employee Benefits, Wellness, Health Promotion, Health Insurance, Wellness Coaching, Coaching, Leadership Development, Insurance, Fitness, Team Building, Nutrition, Employee Relations, Human Resources, Program Management, Employee Wellness, Benefits Administration, Strategic Planning, Lifestyle, Healthcare, Customer Service, Training, Prevention, Disability Insurance, Managed Care, Nutritional Counseling, Fitness Training, Personal Training, Exercise Physiology, Strength Training, Health Education, Lifestyle Coaching, Corporations, Wellbeing, Behavior Change, Exercise Prescription, Sports Nutrition, Weight Training, Disease Management, Nutrition Education, Weight, Employee Wellness..., Corporate Events, Healthcare Management, Overall Wellness
Education
RMIT University 1994 — 1997
B.A, Recreation
Box Hill College of Tafe, Melbourne Australia
Personal Training & Group Fitness Instruction
Syndal High School
St. Vincent's HealthCare July 2014 - Present
St. Vincent's HealthCare June 2013 - July 2014
GBS Benefits August 2008 - May 2013
The Leavitt Group 2008 - 2010
The Regence Group October 2006 - August 2008
Sandy City Corporation March 2001 - October 2006
Skills
Public Speaking, Employee Benefits, Wellness, Health Promotion, Health Insurance, Wellness Coaching, Coaching, Leadership Development, Insurance, Fitness, Team Building, Nutrition, Employee Relations, Human Resources, Program Management, Employee Wellness, Benefits Administration, Strategic Planning, Lifestyle, Healthcare, Customer Service, Training, Prevention, Disability Insurance, Managed Care, Nutritional Counseling, Fitness Training, Personal Training, Exercise Physiology, Strength Training, Health Education, Lifestyle Coaching, Corporations, Wellbeing, Behavior Change, Exercise Prescription, Sports Nutrition, Weight Training, Disease Management, Nutrition Education, Weight, Employee Wellness..., Corporate Events, Healthcare Management, Overall Wellness
Education
RMIT University 1994 — 1997
B.A, Recreation
Box Hill College of Tafe, Melbourne Australia
Personal Training & Group Fitness Instruction
Syndal High School
Asa Beckstead's The Leavitt Group Experience October 2007 - October 2014
Job Senior Software Engineer at Centeva
Industry Computer Software
Experience
Centeva 2014 - Present
The Leavitt Group October 2007 - October 2014
Skills
C#, ASP.NET, Microsoft SQL Server, .NET, JavaScript, SQL, Web Services, VB.NET, CSS, LINQ, Active Directory, Visual Studio, TFS, Apache, IIS, HTML
Education
Southern Utah University 2003 — 2007
Southern Utah University
Bachelor of Science (BS), Computer Science
Centeva 2014 - Present
The Leavitt Group October 2007 - October 2014
Skills
C#, ASP.NET, Microsoft SQL Server, .NET, JavaScript, SQL, Web Services, VB.NET, CSS, LINQ, Active Directory, Visual Studio, TFS, Apache, IIS, HTML
Education
Southern Utah University 2003 — 2007
Southern Utah University
Bachelor of Science (BS), Computer Science
Sylvia Neria, MPA's The Leavitt Group Experience May 2013 - Present
Job Account Manager at The Leavitt Group
Industry Hospital & Health Care
Experience
The Leavitt Group May 2013 - Present
Providence Health & Services July 2011 - January 2013
Glendale Adventist Medical Center November 2009 - July 2011
Public Storage January 2008 - April 2009
Farmers Insurance April 2005 - January 2008
California State University, Los Angeles March 2001 - March 2005
Alliance for Education (JTPA funded program) January 1996 - March 2001
Skills
Employee Benefits, Leadership, Healthcare, Management, Benefits Administration, HRIS, Employee Relations, Human Resources, HIPAA, Software Documentation, PeopleSoft, Process Improvement, Outlook, Microsoft Office, Customer Service, Public Speaking, Data Analysis, PowerPoint, Microsoft Excel, Healthcare Information...
Education
California State University-Northridge
Masters, Public Adminstration
California State University-Los Angeles
Bachelors, Psychology
The Leavitt Group May 2013 - Present
Providence Health & Services July 2011 - January 2013
Glendale Adventist Medical Center November 2009 - July 2011
Public Storage January 2008 - April 2009
Farmers Insurance April 2005 - January 2008
California State University, Los Angeles March 2001 - March 2005
Alliance for Education (JTPA funded program) January 1996 - March 2001
Skills
Employee Benefits, Leadership, Healthcare, Management, Benefits Administration, HRIS, Employee Relations, Human Resources, HIPAA, Software Documentation, PeopleSoft, Process Improvement, Outlook, Microsoft Office, Customer Service, Public Speaking, Data Analysis, PowerPoint, Microsoft Excel, Healthcare Information...
Education
California State University-Northridge
Masters, Public Adminstration
California State University-Los Angeles
Bachelors, Psychology
Riley Wells's The Leavitt Group Experience July 1994 - November 1994
Job Senior Manager at GALLINA LLP
Industry Accounting
Experience
GALLINA LLP July 2015 - Present
Huber, Erickson and Bowman, LLC January 2006 - June 2015
LDS Church 2005 - 2006
Rasmussen Dunn 1997 - 2005
Metalcraft Technologies, Inc. April 1995 - June 1997
The Leavitt Group July 1994 - November 1994
Skills
Accounts Payable, Accounts Receivable, Accounting, Financial Accounting, GAAP, Auditing, US GAAP, CPA, SEC Filings, Microsoft Excel, Internal Controls, Management, Financial Analysis, Financial Reporting, Budgets
Education
Southern Utah University 1995 — 1997
Masters, Accounting
Southern Utah University 1992 — 1995
Bachelors of Arts, Business Administration - Finance & Accounting
Dixie State University 1990 — 1991
Associates of Arts, General
Dixie State University 1987 — 1988
GALLINA LLP July 2015 - Present
Huber, Erickson and Bowman, LLC January 2006 - June 2015
LDS Church 2005 - 2006
Rasmussen Dunn 1997 - 2005
Metalcraft Technologies, Inc. April 1995 - June 1997
The Leavitt Group July 1994 - November 1994
Skills
Accounts Payable, Accounts Receivable, Accounting, Financial Accounting, GAAP, Auditing, US GAAP, CPA, SEC Filings, Microsoft Excel, Internal Controls, Management, Financial Analysis, Financial Reporting, Budgets
Education
Southern Utah University 1995 — 1997
Masters, Accounting
Southern Utah University 1992 — 1995
Bachelors of Arts, Business Administration - Finance & Accounting
Dixie State University 1990 — 1991
Associates of Arts, General
Dixie State University 1987 — 1988
Isaac Brown, MBA's The Leavitt Group Experience 2004 - 2005
Job Director of Business Analysts at HealthEquity
Industry Financial Services
Experience
HealthEquity February 2015 - Present
HealthEquity February 2013 - February 2015
HealthEquity May 2011 - February 2013
TD Ameritrade 2009 - June 2012
Blue Healthcare Bank September 2008 - August 2009
Blue Healthcare Bank February 2008 - September 2008
Bank of American Fork June 2006 - February 2008
State Bank of Southern Utah May 2005 - June 2006
The Leavitt Group 2004 - 2005
Skills
Excel, Visio, Microsoft Word, Microsoft SQL Server, Requirements Gathering, Project Management, User Acceptance Testing, Brazilian Portuguese, Business Analysis, Customer Service, Budgets, Strategy, Marketing Strategy, Vendor Management, Strategic Planning, Product Development, Business Process..., Financial Analysis, Microsoft Excel, Change Management, Management, Analysis, Process Improvement, Banking, Cross-functional Team..., Product Management, Business Strategy, Data Analysis, Analytics, Business Development, Training, Program Management, Marketing, Operations Management, Insurance
Education
Southern Utah University 2005 — 2006
MBA, Finance
Southern Utah University 2002 — 2005
BS, Finance
HealthEquity February 2015 - Present
HealthEquity February 2013 - February 2015
HealthEquity May 2011 - February 2013
TD Ameritrade 2009 - June 2012
Blue Healthcare Bank September 2008 - August 2009
Blue Healthcare Bank February 2008 - September 2008
Bank of American Fork June 2006 - February 2008
State Bank of Southern Utah May 2005 - June 2006
The Leavitt Group 2004 - 2005
Skills
Excel, Visio, Microsoft Word, Microsoft SQL Server, Requirements Gathering, Project Management, User Acceptance Testing, Brazilian Portuguese, Business Analysis, Customer Service, Budgets, Strategy, Marketing Strategy, Vendor Management, Strategic Planning, Product Development, Business Process..., Financial Analysis, Microsoft Excel, Change Management, Management, Analysis, Process Improvement, Banking, Cross-functional Team..., Product Management, Business Strategy, Data Analysis, Analytics, Business Development, Training, Program Management, Marketing, Operations Management, Insurance
Education
Southern Utah University 2005 — 2006
MBA, Finance
Southern Utah University 2002 — 2005
BS, Finance
Laurie Barrett, CIC, CRM's The Leavitt Group Experience November 1998 - December 2009
Job .
Industry Insurance
Experience
None January 2010 - January 2011
The Leavitt Group November 1998 - December 2009
Skills
Workers Compensation, Employment Practices..., Excess, Property & Casualty..., Umbrella Insurance, D&O, Casualty, Insurance, Professional Liability, Liability, Legal Liability, Brokers, Commercial Insurance
Education
Bemidji State University 1972 — 1976
BS, Education
None January 2010 - January 2011
The Leavitt Group November 1998 - December 2009
Skills
Workers Compensation, Employment Practices..., Excess, Property & Casualty..., Umbrella Insurance, D&O, Casualty, Insurance, Professional Liability, Liability, Legal Liability, Brokers, Commercial Insurance
Education
Bemidji State University 1972 — 1976
BS, Education
Dr. Sid Young's The Leavitt Group Experience October 2007 - December 2008
Job President at Premier PCC
Industry Professional Training & Coaching
Experience
Dixie Regional Medical Center, Intermountain Healthcare January 2013 - Present
The Core Veterans Integration Program (VIP) November 2008 - Present
Premier Psychological Counseling & Consulting, PC May 2007 - Present
Culture Index, Inc. January 2008 - January 2009
The Leavitt Group October 2007 - December 2008
US Army July 1986 - December 2007
LDS Church January 1980 - May 2007
Skills
Leadership Development, Public Speaking, Coaching, Team Building, Psychology, Executive Coaching, Team Leadership, Strategic Planning, Organizational..., Personal Development, Teaching, Mental Health, Volunteering, Staff Development, Public Relations, Program Management, Employee Training, Conflict Resolution, Human Resources, Counseling Psychology, Training, Workshop Facilitation, Leadership
Education
Brigham Young University 1986 — 1993
Ph.D., Counseling Psychology
Dixie Regional Medical Center, Intermountain Healthcare January 2013 - Present
The Core Veterans Integration Program (VIP) November 2008 - Present
Premier Psychological Counseling & Consulting, PC May 2007 - Present
Culture Index, Inc. January 2008 - January 2009
The Leavitt Group October 2007 - December 2008
US Army July 1986 - December 2007
LDS Church January 1980 - May 2007
Skills
Leadership Development, Public Speaking, Coaching, Team Building, Psychology, Executive Coaching, Team Leadership, Strategic Planning, Organizational..., Personal Development, Teaching, Mental Health, Volunteering, Staff Development, Public Relations, Program Management, Employee Training, Conflict Resolution, Human Resources, Counseling Psychology, Training, Workshop Facilitation, Leadership
Education
Brigham Young University 1986 — 1993
Ph.D., Counseling Psychology
Ben Robison's The Leavitt Group Experience August 1998 - February 1999
Job Senior Technical Support Analyst at Las Vegas Valley Water District
Industry Information Technology and Services
Experience
Las Vegas Valley Water District August 2008 - Present
Las Vegas Valley Water District February 2005 - August 2008
Las Vegas Valley Water District June 2002 - February 2005
Las Vegas Valley Water District February 2000 - June 2002
Las Vegas Valley Water District February 1999 - February 2000
The Leavitt Group August 1998 - February 1999
American West Agencies October 1997 - August 1998
Vecterra September 1996 - October 1997
Skills
Customer Service, Troubleshooting, Software Documentation, SMS, Active Directory, Windows Server, Windows 7, XP, Team Leadership, Technical Writing, Program Management, Project Planning, Strategic Planning, Hyper-V, Powershell, SCCM
Education
College of Southern Nevada
AA, Business Management
Las Vegas Valley Water District August 2008 - Present
Las Vegas Valley Water District February 2005 - August 2008
Las Vegas Valley Water District June 2002 - February 2005
Las Vegas Valley Water District February 2000 - June 2002
Las Vegas Valley Water District February 1999 - February 2000
The Leavitt Group August 1998 - February 1999
American West Agencies October 1997 - August 1998
Vecterra September 1996 - October 1997
Skills
Customer Service, Troubleshooting, Software Documentation, SMS, Active Directory, Windows Server, Windows 7, XP, Team Leadership, Technical Writing, Program Management, Project Planning, Strategic Planning, Hyper-V, Powershell, SCCM
Education
College of Southern Nevada
AA, Business Management
Jennifer Titus-Lynch, CIC's The Leavitt Group Experience February 2009 - January 2011
Job
Industry Insurance
Experience
Patra Corporation January 2014 - Present
Titus & Associates Insurance & Financial Services, Inc. January 2012 - Present
Applied Systems January 2011 - January 2014
The Leavitt Group February 2009 - January 2011
ISU Brandt Insurance February 2008 - June 2008
Wells Fargo Insurance Services August 2006 - February 2008
Titus & Associates Insurance and Financial Services, Inc. December 2001 - August 2006
Skills
Commercial Insurance, Insurance, TAM, Epic Systems, AMS360, Property & Casualty..., Operating Systems, Data Conversion, Workflow, Business Process..., Sales Management, Health Insurance, Brokers, Workers Compensation, Employee Benefits, Marketing, Underwriting, General Insurance, Small Business, Account Management, Liability, Analysis, Consulting, Management Consulting, Risk Management, Casualty Insurance, Professional Liability, Legal Liability, Management, Umbrella Insurance, Customer Service, Training, Employment Practices..., Team Building, D&O
Education
Western Governors University 2013 — 2016
Bachelor of Business Management, Business
Sonoma State University 2008 — 2008
Business Administration and Management, General
Brigham Young University - Idaho 1999 — 2001
Associates, Business Management
Patra Corporation January 2014 - Present
Titus & Associates Insurance & Financial Services, Inc. January 2012 - Present
Applied Systems January 2011 - January 2014
The Leavitt Group February 2009 - January 2011
ISU Brandt Insurance February 2008 - June 2008
Wells Fargo Insurance Services August 2006 - February 2008
Titus & Associates Insurance and Financial Services, Inc. December 2001 - August 2006
Skills
Commercial Insurance, Insurance, TAM, Epic Systems, AMS360, Property & Casualty..., Operating Systems, Data Conversion, Workflow, Business Process..., Sales Management, Health Insurance, Brokers, Workers Compensation, Employee Benefits, Marketing, Underwriting, General Insurance, Small Business, Account Management, Liability, Analysis, Consulting, Management Consulting, Risk Management, Casualty Insurance, Professional Liability, Legal Liability, Management, Umbrella Insurance, Customer Service, Training, Employment Practices..., Team Building, D&O
Education
Western Governors University 2013 — 2016
Bachelor of Business Management, Business
Sonoma State University 2008 — 2008
Business Administration and Management, General
Brigham Young University - Idaho 1999 — 2001
Associates, Business Management
Terral Fox's The Leavitt Group Experience December 2006 - November 2007
Job Owner, CEO at Unshoes Minimal Footwear
Industry Design
Experience
Unshoes Minimal Footwear July 2010 - Present
Southern Utah University August 2009 - May 2012
Terral Fox Photography & Design November 2007 - March 2012
Decorworx May 2008 - December 2008
The Leavitt Group December 2006 - November 2007
Southern Utah University September 2005 - May 2007
Skills
Graphic Design, Photography, Adobe Creative Suite, Branding & Identity, Interior Design, Posters, Art, Video, Graphics, Visual Communication, Layout, Typography, Creative Direction, Logo Design, Corporate Identity, Advertising, Art Direction, Product Design, Entrepreneurship, Marketing, Footwear, InDesign, Vector Illustration, User Experience, Flash, Illustrator, Business Cards, Interaction Design, User Interface Design, Book Design, Image Editing, Motion Graphics, Corporate Branding, Brand Development
Education
Southern Utah University 2009 — 2012
Bachelor of Fine Arts (BFA), Photography
Southern Utah University 2000 — 2011
BFA, Graphic Design
Cedar High School
Southern Utah University
BFA; BFA, Graphic Design; Photography
Unshoes Minimal Footwear July 2010 - Present
Southern Utah University August 2009 - May 2012
Terral Fox Photography & Design November 2007 - March 2012
Decorworx May 2008 - December 2008
The Leavitt Group December 2006 - November 2007
Southern Utah University September 2005 - May 2007
Skills
Graphic Design, Photography, Adobe Creative Suite, Branding & Identity, Interior Design, Posters, Art, Video, Graphics, Visual Communication, Layout, Typography, Creative Direction, Logo Design, Corporate Identity, Advertising, Art Direction, Product Design, Entrepreneurship, Marketing, Footwear, InDesign, Vector Illustration, User Experience, Flash, Illustrator, Business Cards, Interaction Design, User Interface Design, Book Design, Image Editing, Motion Graphics, Corporate Branding, Brand Development
Education
Southern Utah University 2009 — 2012
Bachelor of Fine Arts (BFA), Photography
Southern Utah University 2000 — 2011
BFA, Graphic Design
Cedar High School
Southern Utah University
BFA; BFA, Graphic Design; Photography
Brooke Sheehan, CPA, CIC's The Leavitt Group Experience April 1997 - Present
Job Sr. Controller of Producer Development at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group April 1997 - Present
Skills
Workers Compensation, Budgets, Commercial Insurance, Insurance, Property & Casualty..., Financial Accounting, Professional Liability, Employee Benefits, Leadership Development, Legal Liability, Team Building, Health Insurance, Casualty, Management, Casualty Insurance, Training, General Insurance, Customer Service, Underwriting, Accounting, Liability
Education
University of Utah - David Eccles School of Business 1996 — 1998
Associate's Degree, Accounting
Weber State University 1992 — 1993
Communication, General
Southern Utah University
Southern Utah University
The Leavitt Group April 1997 - Present
Skills
Workers Compensation, Budgets, Commercial Insurance, Insurance, Property & Casualty..., Financial Accounting, Professional Liability, Employee Benefits, Leadership Development, Legal Liability, Team Building, Health Insurance, Casualty, Management, Casualty Insurance, Training, General Insurance, Customer Service, Underwriting, Accounting, Liability
Education
University of Utah - David Eccles School of Business 1996 — 1998
Associate's Degree, Accounting
Weber State University 1992 — 1993
Communication, General
Southern Utah University
Southern Utah University
Crystal Neilson's The Leavitt Group Experience September 2006 - Present
Job CSR at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group September 2006 - Present
State Farm Insurance August 1997 - September 2006
Education
Brigham Young University - Idaho 1982 — 1984
Associate, General Business
The Leavitt Group September 2006 - Present
State Farm Insurance August 1997 - September 2006
Education
Brigham Young University - Idaho 1982 — 1984
Associate, General Business
Dan Barrett's The Leavitt Group Experience June 2012 - July 2013
Job Medical Office Administration Candidate
Industry Consumer Services
Experience
Medical Office Administration November 2014 - Present
Health Care Reform Expert and AHIP-Certified Life & Health Agent July 2013 - Present
Laurus College 2014 - 2014
The Leavitt Group June 2012 - July 2013
Suddenlink Communications May 2011 - June 2012
Judy Davis Insurance Services December 2007 - August 2009
Richard Whitaker Insurance Services November 2001 - March 2007
Stan Smith Insurance Services 2007 - 2007
Skills
Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Brokers, Medicare, Life Insurance, Customer Service, Account Management, New Business Development, Public Speaking, Retirement, Health Savings Accounts, Claim, Medicare Part D, Direct Sales, Small Business, Sales
Education
Laurus College 2014 — 2014
Certificate, Medical Insurance Specialist/Medical Biller, 4.0
State University of New York at Buffalo 1975 — 1982
English Language and Literature, General
Commack High School South 1971 — 1975
Regents Diploma
Medical Office Administration November 2014 - Present
Health Care Reform Expert and AHIP-Certified Life & Health Agent July 2013 - Present
Laurus College 2014 - 2014
The Leavitt Group June 2012 - July 2013
Suddenlink Communications May 2011 - June 2012
Judy Davis Insurance Services December 2007 - August 2009
Richard Whitaker Insurance Services November 2001 - March 2007
Stan Smith Insurance Services 2007 - 2007
Skills
Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Brokers, Medicare, Life Insurance, Customer Service, Account Management, New Business Development, Public Speaking, Retirement, Health Savings Accounts, Claim, Medicare Part D, Direct Sales, Small Business, Sales
Education
Laurus College 2014 — 2014
Certificate, Medical Insurance Specialist/Medical Biller, 4.0
State University of New York at Buffalo 1975 — 1982
English Language and Literature, General
Commack High School South 1971 — 1975
Regents Diploma
Brooke MacNaughtan's The Leavitt Group Experience 2004 - Present
Job Director of Travel and Events at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group 2004 - Present
Skills
Travel, Business Travel, Travel Management, Business Aviation, Corporate Events, Event Management, Event Planning, Incentive Travel, Incentive Programs, Coordinate Meetings
Education
Southern Utah University 1999 — 2002
Bachelor's Degree, English Literature and Spanish
The Leavitt Group 2004 - Present
Skills
Travel, Business Travel, Travel Management, Business Aviation, Corporate Events, Event Management, Event Planning, Incentive Travel, Incentive Programs, Coordinate Meetings
Education
Southern Utah University 1999 — 2002
Bachelor's Degree, English Literature and Spanish
Linda Barry's The Leavitt Group Experience Commercial CSR/ Licensed AgentPenfold Leavitt InsuranceApril 2002 - Present
Job Commercial CSR/ Licensed Agent at Penfold Leavitt Insurance
Industry Insurance
Experience
The Leavitt Group Commercial CSR/ Licensed AgentPenfold Leavitt InsuranceApril 2002 - Present
leavitt 2000 - 2009
Education
Grossmont College
The Leavitt Group Commercial CSR/ Licensed AgentPenfold Leavitt InsuranceApril 2002 - Present
leavitt 2000 - 2009
Education
Grossmont College
Cathy J Nisbet's The Leavitt Group Experience January 2015 - Present
Job Account Manager at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group January 2015 - Present
Proview Benefits Administration March 2013 - Present
Combined Insurance 2012 - 2013
Blue Shield of California April 2010 - April 2012
UnitedHealth Group September 2007 - January 2010
SecureHorizons A UnithedHealth Group Company September 2007 - January 2010
Principal Financial Group 2005 - 2007
Claims and Benefit Management April 2004 - May 2005
CUNA Mutual Group August 1999 - August 2003
CHEC January 1995 - January 1998
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Customer Service, Account Management, Strategic Planning, Marketing, Sales Management, Medicare, Marketing Strategy, Budgets, Sales, CRM, Management, Training, Recruiting, Selling, Sales Operations, Coaching, Sales Process, Health Savings Accounts, Customer Retention, Healthcare, Disability Insurance, Leadership, Managed Care, Brokers, Claim, Life Insurance, Underwriting, Benefits Administration, Term Life Insurance, Long-term Care, Health Care Reform, HMO, COBRA, Medicare Part D, Provider Relations, Workers Compensation, PPO, Dentistry, Medicaid, HIPAA, Property & Casualty..., Commercial Insurance, Process Improvement, Fixed Annuities, New Business Development, Human Resources
Education
Dallas Baptist University 1994 — 1995
BA, Business and Management
The Leavitt Group January 2015 - Present
Proview Benefits Administration March 2013 - Present
Combined Insurance 2012 - 2013
Blue Shield of California April 2010 - April 2012
UnitedHealth Group September 2007 - January 2010
SecureHorizons A UnithedHealth Group Company September 2007 - January 2010
Principal Financial Group 2005 - 2007
Claims and Benefit Management April 2004 - May 2005
CUNA Mutual Group August 1999 - August 2003
CHEC January 1995 - January 1998
Skills
Insurance, Employee Benefits, Health Insurance, Team Building, Customer Service, Account Management, Strategic Planning, Marketing, Sales Management, Medicare, Marketing Strategy, Budgets, Sales, CRM, Management, Training, Recruiting, Selling, Sales Operations, Coaching, Sales Process, Health Savings Accounts, Customer Retention, Healthcare, Disability Insurance, Leadership, Managed Care, Brokers, Claim, Life Insurance, Underwriting, Benefits Administration, Term Life Insurance, Long-term Care, Health Care Reform, HMO, COBRA, Medicare Part D, Provider Relations, Workers Compensation, PPO, Dentistry, Medicaid, HIPAA, Property & Casualty..., Commercial Insurance, Process Improvement, Fixed Annuities, New Business Development, Human Resources
Education
Dallas Baptist University 1994 — 1995
BA, Business and Management
Angela Moellenkamp's The Leavitt Group Experience October 2005 - October 2009
Job
Industry Insurance
Experience
Wood Gutmann & Bogart Insurance Brokers October 2009 - Present
The Leavitt Group October 2005 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, C++
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Business
Washington State University 2001 — 2003
Bachelor's degree, Advertising
Marymount College 1999 — 2001
Associate's degree
Wood Gutmann & Bogart Insurance Brokers October 2009 - Present
The Leavitt Group October 2005 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, C++
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Business
Washington State University 2001 — 2003
Bachelor's degree, Advertising
Marymount College 1999 — 2001
Associate's degree
Andy Pettise's The Leavitt Group Experience March 2010 - April 2015
Job VP IOA National Restaurant Division
Industry Insurance
Experience
Insurance Office of America May 2015 - Present
The Leavitt Group March 2010 - April 2015
IHOP October 1994 - June 2011
Heffernan Insurance Brokers 2009 - 2010
Baja Fresh 2001 - 2008
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Umbrella Insurance, Professional Liability, Claim, Workers Compensation, General Insurance, Liability, Brokers, Account Management, Employment Practices..., Sales, Coaching, Management, Team Building, Customer Service, Negotiation, Restaurants, Commercial Lines, Legal Liability, Restaurant Management, Franchising, Strategic Planning, D&O, Small Business, Employee Benefits, Casualty Insurance
Education
California State University-Northridge 1985 — 1990
Bachelor's degree, Business, Management, Marketing
St. Joseph's High School 1978 — 1982
Insurance Office of America May 2015 - Present
The Leavitt Group March 2010 - April 2015
IHOP October 1994 - June 2011
Heffernan Insurance Brokers 2009 - 2010
Baja Fresh 2001 - 2008
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Umbrella Insurance, Professional Liability, Claim, Workers Compensation, General Insurance, Liability, Brokers, Account Management, Employment Practices..., Sales, Coaching, Management, Team Building, Customer Service, Negotiation, Restaurants, Commercial Lines, Legal Liability, Restaurant Management, Franchising, Strategic Planning, D&O, Small Business, Employee Benefits, Casualty Insurance
Education
California State University-Northridge 1985 — 1990
Bachelor's degree, Business, Management, Marketing
St. Joseph's High School 1978 — 1982
Jared Banes's The Leavitt Group Experience November 2010 - June 2013
Job Commercial Insurance Broker at L/P Insurance Services, Inc.
Industry Insurance
Experience
LP Insurance Services June 2013 - Present
The Leavitt Group November 2010 - June 2013
Family Heritage Life Insurance Company of America July 2009 - November 2010
Skills
Workers Compensation, Insurance, Commercial Insurance, Risk Management, Risk Assessment, Captives, Construction, Manufacturing, Alternative Risk, Construction Risk, Professional Liability, Underwriting, Liability, Employment Practices..., Financial Risk, Property & Casualty...
Education
Art Institute of Seattle 1999 — 2000
Media Arts
Truckee Meadows Community College 1998 — 1999
Business, Management, Marketing, and Related Support Services
LP Insurance Services June 2013 - Present
The Leavitt Group November 2010 - June 2013
Family Heritage Life Insurance Company of America July 2009 - November 2010
Skills
Workers Compensation, Insurance, Commercial Insurance, Risk Management, Risk Assessment, Captives, Construction, Manufacturing, Alternative Risk, Construction Risk, Professional Liability, Underwriting, Liability, Employment Practices..., Financial Risk, Property & Casualty...
Education
Art Institute of Seattle 1999 — 2000
Media Arts
Truckee Meadows Community College 1998 — 1999
Business, Management, Marketing, and Related Support Services
Bruce Crankshaw's The Leavitt Group Experience October 2010 - January 2015
Job President at Leavitt Medical, Inc.
Industry Biotechnology
Experience
Leavitt Medical, Inc. January 2015 - Present
The Leavitt Group October 2010 - January 2015
The Leavitt Group January 2006 - October 2010
The Leavitt Group January 2001 - January 2006
Skills
Insurance, Operations Management, Sales Management, Sales Process, Brokers, IT Operations, General Insurance, Information Technology, Sales, Data Center, Marketing, Management, Leadership, Risk Management, Coaching
Education
Southern Utah University 1990 — 1994
Master of Business Administration (MBA), Biology/Biological Sciences, General
Leavitt Medical, Inc. January 2015 - Present
The Leavitt Group October 2010 - January 2015
The Leavitt Group January 2006 - October 2010
The Leavitt Group January 2001 - January 2006
Skills
Insurance, Operations Management, Sales Management, Sales Process, Brokers, IT Operations, General Insurance, Information Technology, Sales, Data Center, Marketing, Management, Leadership, Risk Management, Coaching
Education
Southern Utah University 1990 — 1994
Master of Business Administration (MBA), Biology/Biological Sciences, General
Danny Wray's The Leavitt Group Experience August 2011 - August 2014
Job Assurance Services at EY
Industry Accounting
Experience
EY August 2014 - Present
The Leavitt Group August 2011 - August 2014
Ernst & Young 2013 - 2013
Utah State University January 2011 - May 2012
Skills
EMT, Microsoft Office, Accounting, Excel, Insurance, Auditing, Financial Accounting, Account Reconciliation, Microsoft Excel, QuickBooks, Employee Benefits, General Ledger, Management, CPA, Financial Reporting
Education
Southern Utah University 2009 — 2014
Masters of Accountancy, Accounting
Southern Utah University 2009 — 2013
BA Accounting, Accounting
EY August 2014 - Present
The Leavitt Group August 2011 - August 2014
Ernst & Young 2013 - 2013
Utah State University January 2011 - May 2012
Skills
EMT, Microsoft Office, Accounting, Excel, Insurance, Auditing, Financial Accounting, Account Reconciliation, Microsoft Excel, QuickBooks, Employee Benefits, General Ledger, Management, CPA, Financial Reporting
Education
Southern Utah University 2009 — 2014
Masters of Accountancy, Accounting
Southern Utah University 2009 — 2013
BA Accounting, Accounting
Diane Stoesser's The Leavitt Group Experience 2012 - Present
Job Administrative Assistant at The Leavitt Group
Industry Human Resources
Experience
The Leavitt Group 2012 - Present
Beckman Coulter January 2011 - December 2011
Beckman Coulter March 1997 - January 2011
Beckman Coulter March 1997 - January 2011
Beckman Coulter September 1990 - January 1994
Skills
Lotus Notes, SharePoint, Kronos, Outlook, Performance Management, Software Documentation, Cross-functional Team..., HRIS, Project Planning, Troubleshooting, Budgets, Process Improvement, System Administration, Project Management, Organizational...
Education
Mt. San Antonio College
Business
The Leavitt Group 2012 - Present
Beckman Coulter January 2011 - December 2011
Beckman Coulter March 1997 - January 2011
Beckman Coulter March 1997 - January 2011
Beckman Coulter September 1990 - January 1994
Skills
Lotus Notes, SharePoint, Kronos, Outlook, Performance Management, Software Documentation, Cross-functional Team..., HRIS, Project Planning, Troubleshooting, Budgets, Process Improvement, System Administration, Project Management, Organizational...
Education
Mt. San Antonio College
Business
Cameron Janke, CPA's The Leavitt Group Experience January 2009 - July 2010
Job SEC Reporting Manager at HealthEquity
Industry Accounting
Experience
HealthEquity April 2014 - Present
Ernst & Young October 2012 - March 2014
Hansen, Barnett & Maxwell September 2010 - October 2012
The Leavitt Group January 2009 - July 2010
Skills
Mandarin, Cantonese, Accounting, Excel, Financial Analysis, Audit, Quickbooks, SEC reporting, Financial Accounting, GAAP, Financial Reporting, Microsoft Office, SEC filings, Auditing, SOX 404, CPA
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters of Accountancy, Accounting
University of Utah - David Eccles School of Business 2004 — 2009
Bachelors, Accounting
Nankai University 2007 — 2007
short term intensive chinese program, Chinese
HealthEquity April 2014 - Present
Ernst & Young October 2012 - March 2014
Hansen, Barnett & Maxwell September 2010 - October 2012
The Leavitt Group January 2009 - July 2010
Skills
Mandarin, Cantonese, Accounting, Excel, Financial Analysis, Audit, Quickbooks, SEC reporting, Financial Accounting, GAAP, Financial Reporting, Microsoft Office, SEC filings, Auditing, SOX 404, CPA
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters of Accountancy, Accounting
University of Utah - David Eccles School of Business 2004 — 2009
Bachelors, Accounting
Nankai University 2007 — 2007
short term intensive chinese program, Chinese
Alanah Muir's The Leavitt Group Experience April 2014 - Present
Job Data Technician Specialist at The Leavitt Group
Industry Writing and Editing
Experience
The Leavitt Group April 2014 - Present
Shuttershock Photography June 2011 - 2014
The Church of Jesus Christ of Latter-day Saints July 2012 - December 2013
Thrifty Nickel Newspaper/ Auto Album August 2011 - July 2012
Winger's in Rexburg December 2008 - September 2011
The Scroll September 2008 - July 2011
King's Discount Store January 2005 - February 2007
Skills
Blogging, Editing, InDesign, Creative Writing, Proofreading, Photography, Journalism, Dreamweaver, Magazines, Publishing, Illustrator, Photoshop, News Writing, Newspapers, Spanish, PowerPoint, Microsoft Word, Time Management
Education
Brigham Young University - Idaho 2007 — 2011
Bachelors of Arts, English-Creative Writing and Journalism
The Leavitt Group April 2014 - Present
Shuttershock Photography June 2011 - 2014
The Church of Jesus Christ of Latter-day Saints July 2012 - December 2013
Thrifty Nickel Newspaper/ Auto Album August 2011 - July 2012
Winger's in Rexburg December 2008 - September 2011
The Scroll September 2008 - July 2011
King's Discount Store January 2005 - February 2007
Skills
Blogging, Editing, InDesign, Creative Writing, Proofreading, Photography, Journalism, Dreamweaver, Magazines, Publishing, Illustrator, Photoshop, News Writing, Newspapers, Spanish, PowerPoint, Microsoft Word, Time Management
Education
Brigham Young University - Idaho 2007 — 2011
Bachelors of Arts, English-Creative Writing and Journalism
Meil Gray \'s The Leavitt Group Experience 2008 - Present
Job Operations Manager at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group 2008 - Present
Skills
Property & Casualty..., Risk Management, Commercial Insurance, General Insurance, Workers Compensation, Liability, Operations Management, Casualty, Claim, Customer Service, Brokers, Team Building
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
The Leavitt Group 2008 - Present
Skills
Property & Casualty..., Risk Management, Commercial Insurance, General Insurance, Workers Compensation, Liability, Operations Management, Casualty, Claim, Customer Service, Brokers, Team Building
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Benjamin Joslin's The Leavitt Group Experience 2008 - 2010
Job CFO at Steady Line Marketing
Industry Accounting
Experience
Steady Line Marketing July 2014 - Present
McGladrey & Pullen November 2010 - June 2014
The Leavitt Group 2008 - 2010
Skills
GAAP, Auditing, US GAAP, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, Account Reconciliation, Revenue Recognition, Internal Audit, Tax, External Audit, Accounts Receivable, Corporate Tax, Accounts Payable, Assurance, Fixed Assets, Journal Entries, Accruals, Bookkeeping, Consolidation, Microsoft Excel, Payroll, Microsoft Office, Microsoft Word, Cash Flow
Education
Southern Utah University 2004 — 2009
Master of Accountancy
Steady Line Marketing July 2014 - Present
McGladrey & Pullen November 2010 - June 2014
The Leavitt Group 2008 - 2010
Skills
GAAP, Auditing, US GAAP, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, Account Reconciliation, Revenue Recognition, Internal Audit, Tax, External Audit, Accounts Receivable, Corporate Tax, Accounts Payable, Assurance, Fixed Assets, Journal Entries, Accruals, Bookkeeping, Consolidation, Microsoft Excel, Payroll, Microsoft Office, Microsoft Word, Cash Flow
Education
Southern Utah University 2004 — 2009
Master of Accountancy
Christopher Carino's The Leavitt Group Experience July 2008 - April 2014
Job Loss Control Consultant Workers Compensation, Property, General Liability, Auto Insurance
Industry Insurance
Experience
Confidential April 2014 - Present
The Leavitt Group July 2008 - April 2014
State Compensation Insurance Fund 2003 - 2007
Skills
Property, Workers Compensation, Commercial Insurance, Insurance, Liability, Risk Management, Risk Assessment, Claims Management, General Insurance
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Economics
Confidential April 2014 - Present
The Leavitt Group July 2008 - April 2014
State Compensation Insurance Fund 2003 - 2007
Skills
Property, Workers Compensation, Commercial Insurance, Insurance, Liability, Risk Management, Risk Assessment, Claims Management, General Insurance
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Economics
Kate McKowen-Taves's The Leavitt Group Experience July 2007 - August 2008
Job Financial Analyst at Enza Zaden North America, Inc
Industry Biotechnology
Experience
Enza Zaden October 2008 - Present
The Leavitt Group July 2007 - August 2008
Barlocker Insurance Services May 2004 - June 2007
Skills
Microsoft Excel, Microsoft Word, Forecasting, Microsoft Office
Education
Monterey Peninsula College
Associate's degree, World Languages
Enza Zaden October 2008 - Present
The Leavitt Group July 2007 - August 2008
Barlocker Insurance Services May 2004 - June 2007
Skills
Microsoft Excel, Microsoft Word, Forecasting, Microsoft Office
Education
Monterey Peninsula College
Associate's degree, World Languages
Dan Dotson's The Leavitt Group Experience May 2006 - Present
Job Systems Engineer at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group May 2006 - Present
City of Arcata December 1999 - May 2006
Education
Bellevue University
Bachelor's of Science, Information Systems
College of the Redwoods
Associate of Arts (AA)
The Leavitt Group May 2006 - Present
City of Arcata December 1999 - May 2006
Education
Bellevue University
Bachelor's of Science, Information Systems
College of the Redwoods
Associate of Arts (AA)
Patricia Shearon's The Leavitt Group Experience November 2012 - Present
Job Account Executive at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group November 2012 - Present
Brown & Brown April 1997 - November 2012
Education
Cypress College 1982 — 1985
Certifcate, Tourism and Travel Services Management
Cypress High School 1979 — 1982
Diploma
The Leavitt Group November 2012 - Present
Brown & Brown April 1997 - November 2012
Education
Cypress College 1982 — 1985
Certifcate, Tourism and Travel Services Management
Cypress High School 1979 — 1982
Diploma
Debbie Kruger's The Leavitt Group Experience July 1996 - October 2004
Job Commercial Lines Specialist/Office Manager at Premier NW Insurance
Industry Insurance
Experience
Premier NW Insurance July 2010 - Present
Wells Fargo Insurance Services October 2004 - March 2010
The Leavitt Group July 1996 - October 2004
Skills
Outlook, Microsoft Excel, Office Administration, TAM
Education
Blue Mountain Community College
Premier NW Insurance July 2010 - Present
Wells Fargo Insurance Services October 2004 - March 2010
The Leavitt Group July 1996 - October 2004
Skills
Outlook, Microsoft Excel, Office Administration, TAM
Education
Blue Mountain Community College
Chelsey Coats's The Leavitt Group Experience February 2008 - May 2010
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US January 2012 - Present
Jensen & Keddington, P.C. CPA's September 2011 - January 2012
LearnKey May 2010 - August 2011
The Leavitt Group February 2008 - May 2010
Coats Farm 2000 - 2008
Skills
GAAP, Analytical Skills, Auditing, Internal Controls, US GAAP, Financial Accounting
Education
Southern Utah University 2006 — 2010
Bachelor of Science (B.S.), Accounting
KPMG US January 2012 - Present
Jensen & Keddington, P.C. CPA's September 2011 - January 2012
LearnKey May 2010 - August 2011
The Leavitt Group February 2008 - May 2010
Coats Farm 2000 - 2008
Skills
GAAP, Analytical Skills, Auditing, Internal Controls, US GAAP, Financial Accounting
Education
Southern Utah University 2006 — 2010
Bachelor of Science (B.S.), Accounting
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO