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.,
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The Leavitt Group Employees
Employee
Years
Job
Industry
Marc Clinard Marc Clinard's The Leavitt Group Experience January 2009 - September 2011
Job Sales Director with Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance July 2014 - Present
Allied Insurance October 2011 - July 2014
The Leavitt Group January 2009 - September 2011
Allied Insurance November 2007 - January 2009
Allied Insurance November 2006 - November 2007
Allied Insurance September 2005 - November 2007
Nationwide Insurance January 2005 - August 2005
Nationwide Insurance May 2004 - October 2004
Nationwide Insurance April 2002 - May 2004
Skills
Team Leadership, Coaching, Sales Management, Property, Insurance, Commercial Insurance, Sales, Underwriting
Education
University of Nebraska-Lincoln 2000 — 2004
BS, Marketing
Nationwide Insurance July 2014 - Present
Allied Insurance October 2011 - July 2014
The Leavitt Group January 2009 - September 2011
Allied Insurance November 2007 - January 2009
Allied Insurance November 2006 - November 2007
Allied Insurance September 2005 - November 2007
Nationwide Insurance January 2005 - August 2005
Nationwide Insurance May 2004 - October 2004
Nationwide Insurance April 2002 - May 2004
Skills
Team Leadership, Coaching, Sales Management, Property, Insurance, Commercial Insurance, Sales, Underwriting
Education
University of Nebraska-Lincoln 2000 — 2004
BS, Marketing
Amy Evans Amy Evans's The Leavitt Group Experience February 2013 - May 2015
Job President at Colibri Insurance Services
Industry Insurance
Experience
Colibri Insurance Services June 2015 - Present
The Leavitt Group February 2013 - May 2015
Aflac April 2003 - April 2013
DEI Worldwide March 2001 - November 2002
Lexington Commercial Holdings August 2000 - March 2001
Ernst & Young LLP December 1997 - August 2000
Korn/Ferry International May 1996 - December 1997
Sitrick And Company September 1994 - April 1996
Skills
Employee Benefits, Worksite, Insurance, Benefits Administration, Brokers, Customer Relations, Customer Service, Worksite Marketing, Critical Illness, Short Term Disability, Term Life Insurance, Whole Life, Dental, Accident, Cancer, Account Management, Key Account Management, Disability Insurance, Disabilities, Voluntary Employee..., Cafeteria Plans, FSA, Sales, Life Insurance, Supplemental Health, Voluntary Products, Flexible Spending..., Key Account Development, Social Media, Social Networking, Cold Calling, Lead Generation, Marketing, Public Speaking, Claims Handling, Health Insurance, Large Groups, Google Docs, Google+, Microsoft Office, Health Savings Accounts, Affordable Care Act, Health Care Reform, Contract Negotiation, Risk Management, New Business Development, New Business Generation, New Business..., Driving New Business, Licensed Life & Health...
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2014
Statement of Accomplishment, Leading Strategic Innovation in Organzations
University of San Francisco 1990 — 1993
BA, English & French
Colibri Insurance Services June 2015 - Present
The Leavitt Group February 2013 - May 2015
Aflac April 2003 - April 2013
DEI Worldwide March 2001 - November 2002
Lexington Commercial Holdings August 2000 - March 2001
Ernst & Young LLP December 1997 - August 2000
Korn/Ferry International May 1996 - December 1997
Sitrick And Company September 1994 - April 1996
Skills
Employee Benefits, Worksite, Insurance, Benefits Administration, Brokers, Customer Relations, Customer Service, Worksite Marketing, Critical Illness, Short Term Disability, Term Life Insurance, Whole Life, Dental, Accident, Cancer, Account Management, Key Account Management, Disability Insurance, Disabilities, Voluntary Employee..., Cafeteria Plans, FSA, Sales, Life Insurance, Supplemental Health, Voluntary Products, Flexible Spending..., Key Account Development, Social Media, Social Networking, Cold Calling, Lead Generation, Marketing, Public Speaking, Claims Handling, Health Insurance, Large Groups, Google Docs, Google+, Microsoft Office, Health Savings Accounts, Affordable Care Act, Health Care Reform, Contract Negotiation, Risk Management, New Business Development, New Business Generation, New Business..., Driving New Business, Licensed Life & Health...
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2014
Statement of Accomplishment, Leading Strategic Innovation in Organzations
University of San Francisco 1990 — 1993
BA, English & French
Joe Feitz, CIC, CRM Joe Feitz, CIC, CRM's The Leavitt Group Experience March 2009 - March 2011
Job Brokerage Underwriter Workers Compensation at Allrisks Limited
Industry Insurance
Experience
All Risks, Ltd March 2011 - Present
U.S. Green Building Council, Arizona Chapter October 2010 - October 2011
The Leavitt Group March 2009 - March 2011
Liberty Mutual April 2006 - February 2009
Action Wine & Spirits USA February 2004 - April 2006
Mercury Insurance November 2001 - February 2004
Skills
Workers Compensation, Negotiation, Construction, Restaurants, Hospitality, Hotels, Manufacturing, Analysis, Commercial Lines..., Building Relationships, Employee Benefits, Sales Management, Property & Casualty..., Liability, Leadership, Casualty, Risk Management, Commercial Insurance, Insurance, Brokers, Claim, Brokerage, Underwriting
Education
University of South Florida 1996 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
East Lake High School 1993 — 1996
All Risks, Ltd March 2011 - Present
U.S. Green Building Council, Arizona Chapter October 2010 - October 2011
The Leavitt Group March 2009 - March 2011
Liberty Mutual April 2006 - February 2009
Action Wine & Spirits USA February 2004 - April 2006
Mercury Insurance November 2001 - February 2004
Skills
Workers Compensation, Negotiation, Construction, Restaurants, Hospitality, Hotels, Manufacturing, Analysis, Commercial Lines..., Building Relationships, Employee Benefits, Sales Management, Property & Casualty..., Liability, Leadership, Casualty, Risk Management, Commercial Insurance, Insurance, Brokers, Claim, Brokerage, Underwriting
Education
University of South Florida 1996 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
East Lake High School 1993 — 1996
Terry Evans, CSP, OHST, ARM Terry Evans, CSP, OHST, ARM's The Leavitt Group Experience March 2007 - March 2008
Job Division Safety Manager at Boise Cascade
Industry Paper & Forest Products
Experience
Boise Cascade March 2013 - Present
Fluor March 2008 - February 2013
The Leavitt Group March 2007 - March 2008
Ada County September 2005 - March 2007
EMPLOYERS December 1999 - June 2005
Fremont Comp November 1997 - December 1999
Alaska National Insurance Company February 1997 - November 1997
US Army October 1990 - March 1994
Skills
Team Management, Industrial Hygiene, Safety Management..., Risk Management, Behavior Based Safety, Industrial Safety, Hazard Analysis, Occupational Health, Construction Safety, Training & Development, Accident Investigation, Emergency Management, Employee Training, Hazard Recognition, Workers Compensation, Safety, EHS, Investigation, Construction, Auditing, Risk Assessment, Contract Management, Inspection, Construction Management, Mining, Workplace Safety, Incident Investigation, Environmental..., Fire Safety, Ergonomics, Supervisory Skills, Hazardous Materials, Hazard Identification, Refinery, Hazardous Waste..., Pipelines, Petroleum, Process Safety, HAZOP, Training, Root Cause Analysis, Safety Training, First Aid, Environmental Awareness, Environmental Compliance, Gas, Safety Engineering, Factory, Petrochemical, Environmental Auditing
Education
University of Alaska Anchorage 1997 — 2000
BS, Natural Science
University of Alaska Anchorage
BS Natural Science, Human disease model
Boise Cascade March 2013 - Present
Fluor March 2008 - February 2013
The Leavitt Group March 2007 - March 2008
Ada County September 2005 - March 2007
EMPLOYERS December 1999 - June 2005
Fremont Comp November 1997 - December 1999
Alaska National Insurance Company February 1997 - November 1997
US Army October 1990 - March 1994
Skills
Team Management, Industrial Hygiene, Safety Management..., Risk Management, Behavior Based Safety, Industrial Safety, Hazard Analysis, Occupational Health, Construction Safety, Training & Development, Accident Investigation, Emergency Management, Employee Training, Hazard Recognition, Workers Compensation, Safety, EHS, Investigation, Construction, Auditing, Risk Assessment, Contract Management, Inspection, Construction Management, Mining, Workplace Safety, Incident Investigation, Environmental..., Fire Safety, Ergonomics, Supervisory Skills, Hazardous Materials, Hazard Identification, Refinery, Hazardous Waste..., Pipelines, Petroleum, Process Safety, HAZOP, Training, Root Cause Analysis, Safety Training, First Aid, Environmental Awareness, Environmental Compliance, Gas, Safety Engineering, Factory, Petrochemical, Environmental Auditing
Education
University of Alaska Anchorage 1997 — 2000
BS, Natural Science
University of Alaska Anchorage
BS Natural Science, Human disease model
KathLynn Roundy KathLynn Roundy's The Leavitt Group Experience August 2012 - July 2014
Job audit associate at Keddington & Christensen, LLC
Industry Accounting
Experience
Keddington & Christensen, LLC August 2014 - Present
The Leavitt Group August 2012 - July 2014
Skills
Insurance, Accounting, Auditing, QuickBooks, Strategic Planning, Financial Accounting, Financial Reporting, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
Southern Utah University 2013 — 2014
Master's degree, Accounting
Southern Utah University 2009 — 2013
Bachelors, Accounting
Keddington & Christensen, LLC August 2014 - Present
The Leavitt Group August 2012 - July 2014
Skills
Insurance, Accounting, Auditing, QuickBooks, Strategic Planning, Financial Accounting, Financial Reporting, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
Southern Utah University 2013 — 2014
Master's degree, Accounting
Southern Utah University 2009 — 2013
Bachelors, Accounting
Janice Lovett, MBA, AU, AIS, CPIW Janice Lovett, MBA, AU, AIS, CPIW's The Leavitt Group Experience February 2008 - February 2010
Job Underwriting Operations Manager at NBIS
Industry Insurance
Experience
NBIS February 2015 - Present
NBIS November 2012 - Present
Houston International Insurance Group November 2011 - July 2012
American Safety Insurance February 2010 - November 2011
The Leavitt Group February 2008 - February 2010
Zurich Insurance Services July 2007 - December 2007
Capitol Insurance Companies July 2006 - July 2007
Zurich Insurance September 1997 - July 2006
US Air Force January 1981 - January 1984
Skills
Product Development, Product Management, Internal Audit, Underwriting, Change Management, Contract Negotiation, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Casualty, General Insurance, Legal Liability, Liability, Risk Management, Analysis, Brokers, Claims Management, Commercial Lines, Customer Service, Employee Benefits, Employment Practices..., Executive Management, Leadership, Management, Negotiation, New Business Development, Process Improvement, Recruiting, Reinsurance, Team Leadership, Training, Umbrella Insurance, Excess, Professional Liability, Strategy, Program Management, Casualty Insurance
Education
Walden University 2006 — 2009
MBA, Learning and Knowledge Management
University of Phoenix 2002 — 2006
Bachlors, Business Administration
University of Phoenix
Doctor Management, Organizational Leadership
NBIS February 2015 - Present
NBIS November 2012 - Present
Houston International Insurance Group November 2011 - July 2012
American Safety Insurance February 2010 - November 2011
The Leavitt Group February 2008 - February 2010
Zurich Insurance Services July 2007 - December 2007
Capitol Insurance Companies July 2006 - July 2007
Zurich Insurance September 1997 - July 2006
US Air Force January 1981 - January 1984
Skills
Product Development, Product Management, Internal Audit, Underwriting, Change Management, Contract Negotiation, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Casualty, General Insurance, Legal Liability, Liability, Risk Management, Analysis, Brokers, Claims Management, Commercial Lines, Customer Service, Employee Benefits, Employment Practices..., Executive Management, Leadership, Management, Negotiation, New Business Development, Process Improvement, Recruiting, Reinsurance, Team Leadership, Training, Umbrella Insurance, Excess, Professional Liability, Strategy, Program Management, Casualty Insurance
Education
Walden University 2006 — 2009
MBA, Learning and Knowledge Management
University of Phoenix 2002 — 2006
Bachlors, Business Administration
University of Phoenix
Doctor Management, Organizational Leadership
Seth Krieser Seth Krieser's The Leavitt Group Experience April 2013 - Present
Job Student at Southern Utah University
Industry Accounting
Experience
The Leavitt Group April 2013 - Present
Education
Southern Utah University 2008 — 2014
The Leavitt Group April 2013 - Present
Education
Southern Utah University 2008 — 2014
Walter Jazwinski Walter Jazwinski's The Leavitt Group Experience September 2004 - Present
Job Broker at The Leavitt Group and Insurance Consultant
Industry Insurance
Experience
The Leavitt Group September 2004 - Present
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Insurance, Casualty, Casualty Insurance, Liability, Workers Compensation, Brokers, D&O, Legal Liability, Underwriting, Commercial Lines, General Insurance
Education
University of Arizona 1972 — 1974
Bachelor of Science, Insurance Major
Orange County Community College 1969 — 1971
Business Administration
The Leavitt Group September 2004 - Present
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Insurance, Casualty, Casualty Insurance, Liability, Workers Compensation, Brokers, D&O, Legal Liability, Underwriting, Commercial Lines, General Insurance
Education
University of Arizona 1972 — 1974
Bachelor of Science, Insurance Major
Orange County Community College 1969 — 1971
Business Administration
Ty Empey Ty Empey's The Leavitt Group Experience May 2013 - May 2014
Job Seeking employment in Sales
Industry Think Tanks
Experience
The Leavitt Group May 2013 - May 2014
Mountain America Credit Union August 2011 - May 2013
Vivint January 2010 - August 2011
Skills
Sales, Sales Management, Training, Marketing, Management, B2B, Coaching, Entrepreneurship, Loans, Cold Calling, Teamwork, Customer Service, Account Management, Insurance, Team Building, Banking, Lead Generation, Customer Satisfaction, Sales Process, Direct Sales, Liability, Workers Compensation, Health Insurance, Property, Commercial Insurance, Term Life Insurance, Recruiting, Underwriting, Credit, Risk Management, General Insurance, Sales Presentations, Credit Unions, Loan Origination, Business Strategy, Business Networking, Mortgage Lending, Contract Negotiation, Retail
Education
Southern Utah University 2008 — 2011
Orem High School 2003 — 2005
Dixie State University
Business
The Leavitt Group May 2013 - May 2014
Mountain America Credit Union August 2011 - May 2013
Vivint January 2010 - August 2011
Skills
Sales, Sales Management, Training, Marketing, Management, B2B, Coaching, Entrepreneurship, Loans, Cold Calling, Teamwork, Customer Service, Account Management, Insurance, Team Building, Banking, Lead Generation, Customer Satisfaction, Sales Process, Direct Sales, Liability, Workers Compensation, Health Insurance, Property, Commercial Insurance, Term Life Insurance, Recruiting, Underwriting, Credit, Risk Management, General Insurance, Sales Presentations, Credit Unions, Loan Origination, Business Strategy, Business Networking, Mortgage Lending, Contract Negotiation, Retail
Education
Southern Utah University 2008 — 2011
Orem High School 2003 — 2005
Dixie State University
Business
Jacob Craig Jacob Craig's The Leavitt Group Experience December 2013 - June 2014
Job Software Engineer at Harman Music Group
Industry Computer Software
Experience
Harman Music Group June 2014 - Present
The Leavitt Group December 2013 - June 2014
Skills
C#, Visual C++, Visual Studio, SQL Server Management..., ASP.NET, JavaScript, JSON, AJAX, Tortoise SVN, SQL
Education
Southern Utah University 2006 — 2013
Bachelor of Science (BS), Mathematics
Harman Music Group June 2014 - Present
The Leavitt Group December 2013 - June 2014
Skills
C#, Visual C++, Visual Studio, SQL Server Management..., ASP.NET, JavaScript, JSON, AJAX, Tortoise SVN, SQL
Education
Southern Utah University 2006 — 2013
Bachelor of Science (BS), Mathematics
Ronald Larsen Ronald Larsen's The Leavitt Group Experience February 2014 - Present
Job IT Support Specialist at The Leavitt Group
Industry Information Technology and Services
Experience
The Leavitt Group February 2014 - Present
LearnKey December 2011 - February 2014
LearnKey December 2008 - February 2014
LearnKey August 2008 - December 2008
Skills
E-Learning, Apache, Windows 7, Microsoft Exchange, IIS, Network Administration, Computer Hardware, System Administration, IT Management, Microsoft SQL Server, Wireless Networking, RAID, Mac OS X, VMware, Web Development, Team Leadership, XP, Networking, Troubleshooting, Windows XP, TCP/IP, DHCP, Databases, OS X
Education
Southern Utah University 2004 — 2011
Bachelor of Science (B.S.), Biology and Information Systems
The Leavitt Group February 2014 - Present
LearnKey December 2011 - February 2014
LearnKey December 2008 - February 2014
LearnKey August 2008 - December 2008
Skills
E-Learning, Apache, Windows 7, Microsoft Exchange, IIS, Network Administration, Computer Hardware, System Administration, IT Management, Microsoft SQL Server, Wireless Networking, RAID, Mac OS X, VMware, Web Development, Team Leadership, XP, Networking, Troubleshooting, Windows XP, TCP/IP, DHCP, Databases, OS X
Education
Southern Utah University 2004 — 2011
Bachelor of Science (B.S.), Biology and Information Systems
Dale Ann Matthews's The Leavitt Group Experience June 2013 - Present
Job Talent Acquistion Manager at The Leavitt Group
Industry Staffing and Recruiting
Experience
The Leavitt Group June 2013 - Present
Millennium Solutions Inc June 1998 - June 2013
Mosby Consumer Health - A Times Mirror Company October 1995 - October 1997
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Executive Search, Internet Recruiting, Contract Recruitment, Talent Management, Sourcing, Staffing Services, Human Resources, Onboarding, Employee Relations, Social Media Marketing, Employee Benefits, Cold Calling, Leadership, Temporary Staffing, Hiring, Networking, HR Policies, Sales, Deferred Compensation, PeopleSoft, Marketing, Interviews, Business Development, Workforce Planning, Management, Training, HRIS, HR Consulting, Personnel Management, Succession Planning, Performance Management, Temporary Placement
Education
University of Pittsburgh
BS, Speech & Communications
West Chester University of Pennsylvania
Masters, Industrial Organizational Psychology
The Leavitt Group June 2013 - Present
Millennium Solutions Inc June 1998 - June 2013
Mosby Consumer Health - A Times Mirror Company October 1995 - October 1997
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Applicant Tracking..., Executive Search, Internet Recruiting, Contract Recruitment, Talent Management, Sourcing, Staffing Services, Human Resources, Onboarding, Employee Relations, Social Media Marketing, Employee Benefits, Cold Calling, Leadership, Temporary Staffing, Hiring, Networking, HR Policies, Sales, Deferred Compensation, PeopleSoft, Marketing, Interviews, Business Development, Workforce Planning, Management, Training, HRIS, HR Consulting, Personnel Management, Succession Planning, Performance Management, Temporary Placement
Education
University of Pittsburgh
BS, Speech & Communications
West Chester University of Pennsylvania
Masters, Industrial Organizational Psychology
Scott Brokaw Scott Brokaw's The Leavitt Group Experience April 2009 - September 2010
Job Director of Operations & Analytics at Lido Advisors, LLC
Industry Financial Services
Experience
Lido Advisors, LLC September 2012 - Present
SDB Insurance Consulting September 2010 - Present
The Leavitt Group April 2009 - September 2010
Combined Professional Agents November 2002 - March 2009
Skills
Account Management, Insurance, Strategic Planning, Life Insurance
Education
University of California, Los Angeles 1998 — 2002
BA, Economics
Lido Advisors, LLC September 2012 - Present
SDB Insurance Consulting September 2010 - Present
The Leavitt Group April 2009 - September 2010
Combined Professional Agents November 2002 - March 2009
Skills
Account Management, Insurance, Strategic Planning, Life Insurance
Education
University of California, Los Angeles 1998 — 2002
BA, Economics
Tommy Quiroz Tommy Quiroz's The Leavitt Group Experience July 2009 - May 2010
Job IT Instructor Trainee at Dynamic Worldwide Training Consultants
Industry Information Technology and Services
Experience
Dynamic Worldwide Training Consultants November 2013 - Present
Stovall & Associates July 2013 - September 2013
Aristocrat June 2012 - July 2013
Parallel HR Solutions August 2011 - December 2011
Goldman Sachs August 2011 - December 2011
SmartSource Technical Staffing May 2011 - July 2011
Southern Utah University May 2007 - July 2011
Southern Utah University August 2010 - May 2011
The Leavitt Group July 2009 - May 2010
Skills
Windows Server, XP, Active Directory, CSS, Windows, Windows 7, Troubleshooting, System Administration, Servers, Computer Hardware, Databases, MySQL, VMware, Information Technology, Software Documentation, Help Desk Support, Microsoft Exchange, Microsoft Office, PHP, Java, Linux, SQL, Requirements Analysis, Windows XP, Software Installation, Juniper Switches
Education
Southern Utah University 2006 — 2012
BS, Information Systems, 3.01
Dynamic Worldwide Training Consultants November 2013 - Present
Stovall & Associates July 2013 - September 2013
Aristocrat June 2012 - July 2013
Parallel HR Solutions August 2011 - December 2011
Goldman Sachs August 2011 - December 2011
SmartSource Technical Staffing May 2011 - July 2011
Southern Utah University May 2007 - July 2011
Southern Utah University August 2010 - May 2011
The Leavitt Group July 2009 - May 2010
Skills
Windows Server, XP, Active Directory, CSS, Windows, Windows 7, Troubleshooting, System Administration, Servers, Computer Hardware, Databases, MySQL, VMware, Information Technology, Software Documentation, Help Desk Support, Microsoft Exchange, Microsoft Office, PHP, Java, Linux, SQL, Requirements Analysis, Windows XP, Software Installation, Juniper Switches
Education
Southern Utah University 2006 — 2012
BS, Information Systems, 3.01
Nathan Christian's The Leavitt Group Experience August 2013 - Present
Job Senior Graphic Designer at The Leavitt Group
Industry Graphic Design
Experience
The Leavitt Group August 2013 - Present
Southern Utah University November 2008 - August 2013
The Cummings Group Marketing and Advertising May 2007 - April 2008
UPS August 2002 - April 2007
Brian Head Resort November 2001 - April 2005
Skills
Adobe Creative Suite, Mac OS X, Windows, Computer Proficiency, Communication, Marketing Communications, Print, Web Design, InDesign, Photoshop, Illustrator, Dreamweaver, Adobe Acrobat, Microsoft Office, iWork, HTML emails, Constant Contact, Interpersonal..., Close Attention to..., Leadership, Problem Solving, Troubleshooting, Steep learning curve, Adaptable, Highly personable, Canon DSLR, Digital Photography, Photo Editor, Graphic Design, Advertising, Editing, OS X, CSS, HTML, Logo Design, Flash, Social Media, Facebook, Photography, Graphics, Mac, Layout, Flyers, Brochures, Typography, Branding & Identity, Keynote, Marketing, Corporate Identity
Education
Southern Utah University 2002 — 2007
Bachelor's degree, German Language and Literature
The Leavitt Group August 2013 - Present
Southern Utah University November 2008 - August 2013
The Cummings Group Marketing and Advertising May 2007 - April 2008
UPS August 2002 - April 2007
Brian Head Resort November 2001 - April 2005
Skills
Adobe Creative Suite, Mac OS X, Windows, Computer Proficiency, Communication, Marketing Communications, Print, Web Design, InDesign, Photoshop, Illustrator, Dreamweaver, Adobe Acrobat, Microsoft Office, iWork, HTML emails, Constant Contact, Interpersonal..., Close Attention to..., Leadership, Problem Solving, Troubleshooting, Steep learning curve, Adaptable, Highly personable, Canon DSLR, Digital Photography, Photo Editor, Graphic Design, Advertising, Editing, OS X, CSS, HTML, Logo Design, Flash, Social Media, Facebook, Photography, Graphics, Mac, Layout, Flyers, Brochures, Typography, Branding & Identity, Keynote, Marketing, Corporate Identity
Education
Southern Utah University 2002 — 2007
Bachelor's degree, German Language and Literature
Sam Carrick, CIC, CRM Sam Carrick, CIC, CRM's The Leavitt Group Experience January 2001 - Present
Job CoOwner at Atkinson Leavitt Insurance Agency
Industry Insurance
Experience
The Leavitt Group January 2001 - Present
Skills
Property, Umbrella Insurance, Professional Liability, Liability, Legal Liability, Insurance, Workers Compensation, Employment Practices..., D, Commercial Lines, Commercial Insurance, Casualty
Education
Southern Utah University
Bachelor's, Business Administration and Management, General
The Leavitt Group January 2001 - Present
Skills
Property, Umbrella Insurance, Professional Liability, Liability, Legal Liability, Insurance, Workers Compensation, Employment Practices..., D, Commercial Lines, Commercial Insurance, Casualty
Education
Southern Utah University
Bachelor's, Business Administration and Management, General
Derek Moore's The Leavitt Group Experience November 2012 - Present
Job Senior Benefits Consultant at The Leavitt Group National Restaurant Division, National Energy Division
Industry Insurance
Experience
The Leavitt Group November 2012 - Present
SullivanCurtisMonroe April 2011 - November 2012
Brosnan & Associates 1998 - 2011
City of Irvine 1992 - 1998
Skills
Employee Benefits, Insurance, Leadership, Team Building, Strategic Planning, Sales, Customer Service, Health Insurance, Benefits Administration, Training, Workers Compensation, Management, Brokers, Recruiting, Disability Insurance, Employee Relations, Coaching, Employee Training
Education
University of California, Irvine
B.A.
The Leavitt Group November 2012 - Present
SullivanCurtisMonroe April 2011 - November 2012
Brosnan & Associates 1998 - 2011
City of Irvine 1992 - 1998
Skills
Employee Benefits, Insurance, Leadership, Team Building, Strategic Planning, Sales, Customer Service, Health Insurance, Benefits Administration, Training, Workers Compensation, Management, Brokers, Recruiting, Disability Insurance, Employee Relations, Coaching, Employee Training
Education
University of California, Irvine
B.A.
Karl Hawkins Karl Hawkins's The Leavitt Group Experience May 1999 - Present
Job Principal at Leavitt Pacific Insurance Brokers, Inc
Industry Insurance
Experience
The Leavitt Group May 1999 - Present
Leavitt Pacific Insurance Brokers, Inc February 1999 - Present
Barlocker Insurance Services June 1992 - May 1999
Skills
Professional Liability, Brokers, Property & Casualty..., Underwriting, Commercial Insurance, Insurance, Workers Compensation, Legal Liability, Disability Insurance, Risk Management, Employment Practices..., Liability, Team Building, Life Insurance, Casualty, Health Insurance, D&O, General Insurance, Strategic Planning, New Business Development, Umbrella Insurance, Casualty Insurance
Education
University of California, Irvine 1985 — 1990
Social Ecology
The Leavitt Group May 1999 - Present
Leavitt Pacific Insurance Brokers, Inc February 1999 - Present
Barlocker Insurance Services June 1992 - May 1999
Skills
Professional Liability, Brokers, Property & Casualty..., Underwriting, Commercial Insurance, Insurance, Workers Compensation, Legal Liability, Disability Insurance, Risk Management, Employment Practices..., Liability, Team Building, Life Insurance, Casualty, Health Insurance, D&O, General Insurance, Strategic Planning, New Business Development, Umbrella Insurance, Casualty Insurance
Education
University of California, Irvine 1985 — 1990
Social Ecology
Tynette Iverson's The Leavitt Group Experience March 2008 - Present
Job Financial Controller at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group March 2008 - Present
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Analysis, GAAP, General Insurance, Budgets, Account Reconciliation, Internal Controls, Management, SEC filings, Microsoft Excel, Workers Compensation, Team Building
Education
Southern Utah University 2005 — 2010
Master's degree, Accounting
The Leavitt Group March 2008 - Present
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Analysis, GAAP, General Insurance, Budgets, Account Reconciliation, Internal Controls, Management, SEC filings, Microsoft Excel, Workers Compensation, Team Building
Education
Southern Utah University 2005 — 2010
Master's degree, Accounting
Drinda Grace Drinda Grace's The Leavitt Group Experience January 2014 - Present
Job Graphic Designer at Leavitt Group
Industry Design
Experience
The Leavitt Group January 2014 - Present
Southern Utah University January 2013 - July 2013
Southern Utah University September 2011 - July 2013
Skills
Typography, Graphic Design, InDesign, Logo Design, Web Design, Illustrator, Photoshop, Dreamweaver, After Effects, HTML 5, CSS, Eloqua, Layout, Adobe Creative Suite, HTML, Graphics, Posters
Education
Southern Utah University 2010 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Utah Valley University 2008 — 2010
Associate of Science (A.S.), University Studies
The Leavitt Group January 2014 - Present
Southern Utah University January 2013 - July 2013
Southern Utah University September 2011 - July 2013
Skills
Typography, Graphic Design, InDesign, Logo Design, Web Design, Illustrator, Photoshop, Dreamweaver, After Effects, HTML 5, CSS, Eloqua, Layout, Adobe Creative Suite, HTML, Graphics, Posters
Education
Southern Utah University 2010 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Utah Valley University 2008 — 2010
Associate of Science (A.S.), University Studies
K. Mac MacNaughtan K. Mac MacNaughtan's The Leavitt Group Experience April 2006 - Present
Job VP Risk Management at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group April 2006 - Present
Skills
CIC, CRM, Legal Liability, Insurance, Employment Practices..., Workers Compensation, Commercial Insurance, Business Analysis, Health Insurance
Education
Southern Utah University 1998 — 2002
International Business, MBA
The Leavitt Group April 2006 - Present
Skills
CIC, CRM, Legal Liability, Insurance, Employment Practices..., Workers Compensation, Commercial Insurance, Business Analysis, Health Insurance
Education
Southern Utah University 1998 — 2002
International Business, MBA
Bert Bader IV, CLCS's The Leavitt Group Experience March 2011 - Present
Job VP Commercial Insurance at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group March 2011 - Present
Hortica Insurance & Employee Benefits April 2008 - December 2010
Scanlon, Guerra, Burke Insurance Brokers May 2006 - February 2008
Morgan Stanley Smith Barney February 1999 - August 2004
Education
University of Notre Dame 1991 — 1995
BA, Economics
The Leavitt Group March 2011 - Present
Hortica Insurance & Employee Benefits April 2008 - December 2010
Scanlon, Guerra, Burke Insurance Brokers May 2006 - February 2008
Morgan Stanley Smith Barney February 1999 - August 2004
Education
University of Notre Dame 1991 — 1995
BA, Economics
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
Fred Stafford Fred Stafford's The Leavitt Group Experience June 2006 - Present
Job President , Leavitt Pacific Insurance Brokers, Inc.
Industry Insurance
Experience
The Leavitt Group June 2006 - Present
Barlocker Insurance Services February 1987 - June 2006
Travelers July 1982 - February 1986
Skills
Property & Casualty..., Commercial Insurance, Employee Benefits, D&O, Insurance, Professional Liability, Workers Compensation, General Insurance, Excess, Health Insurance, Brokers, Legal Liability, Financial Risk, Employment Practices..., Mergers & Acquisitions, Casualty, Captives, Term Life Insurance, Disability Insurance, Customer Service, Management, Strategic Planning, Risk Management, Liability, Claim, Claims Management, Underwriting, Reinsurance, Insurance Brokerage, Inland Marine, Life Insurance, Commercial Lines, Umbrella Insurance, Accident, Group Medical, Directors & Officers..., Surety Bonds, Casualty Insurance
Education
University of California, Berkeley 1980 — 1982
Sociology, Social Science Research Methodology
The Leavitt Group June 2006 - Present
Barlocker Insurance Services February 1987 - June 2006
Travelers July 1982 - February 1986
Skills
Property & Casualty..., Commercial Insurance, Employee Benefits, D&O, Insurance, Professional Liability, Workers Compensation, General Insurance, Excess, Health Insurance, Brokers, Legal Liability, Financial Risk, Employment Practices..., Mergers & Acquisitions, Casualty, Captives, Term Life Insurance, Disability Insurance, Customer Service, Management, Strategic Planning, Risk Management, Liability, Claim, Claims Management, Underwriting, Reinsurance, Insurance Brokerage, Inland Marine, Life Insurance, Commercial Lines, Umbrella Insurance, Accident, Group Medical, Directors & Officers..., Surety Bonds, Casualty Insurance
Education
University of California, Berkeley 1980 — 1982
Sociology, Social Science Research Methodology
Scott Villamor Scott Villamor's The Leavitt Group Experience February 2013 - Present
Job Benefits Consultant at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group February 2013 - Present
Shea Insurance, LLC August 2010 - February 2013
ADP December 2011 - December 2012
The Mahoney Group November 2007 - August 2010
Brown & Brown May 2007 - November 2007
Skills
Employee Benefits, Health Care Reform..., Human Resources, Property & Casualty..., Insurance, Health Insurance, Account Management, Brokers, Umbrella Insurance, Disability Insurance, Commercial Insurance, Term Life Insurance, Life Insurance, Underwriting, Professional Liability, Long-term Care, Workers Compensation, General Insurance, Liability, Medicare, Retirement Planning, Health Savings Accounts, 401k, Retirement, Small Business, Financial Planners, Accident, Claim, Health Care Reform, Benefits Administration, Strategic Financial..., Customer Retention
Education
University of Nevada-Las Vegas 2004 — 2008
Bachelor's, Business - Finance
Green Valley High School
The Leavitt Group February 2013 - Present
Shea Insurance, LLC August 2010 - February 2013
ADP December 2011 - December 2012
The Mahoney Group November 2007 - August 2010
Brown & Brown May 2007 - November 2007
Skills
Employee Benefits, Health Care Reform..., Human Resources, Property & Casualty..., Insurance, Health Insurance, Account Management, Brokers, Umbrella Insurance, Disability Insurance, Commercial Insurance, Term Life Insurance, Life Insurance, Underwriting, Professional Liability, Long-term Care, Workers Compensation, General Insurance, Liability, Medicare, Retirement Planning, Health Savings Accounts, 401k, Retirement, Small Business, Financial Planners, Accident, Claim, Health Care Reform, Benefits Administration, Strategic Financial..., Customer Retention
Education
University of Nevada-Las Vegas 2004 — 2008
Bachelor's, Business - Finance
Green Valley High School
Tyler Mortensen Tyler Mortensen's The Leavitt Group Experience October 2006 - April 2007
Job North American Sales Manager at GPS Insight
Industry Information Technology and Services
Experience
GPS Insight January 2014 - Present
GPS Insight, LLC May 2012 - March 2014
Aspen Systems, Inc. December 2008 - May 2012
Powers-Leavitt Insurance January 2007 - December 2008
The Leavitt Group October 2006 - April 2007
Skills
Selling, Negotiation, Sales Management, Direct Sales, B2B, Management, Sales, Telecommunications, Customer Service, Solution Selling, Marketing, Marketing Strategy, Training, Insurance, Account Management, Product Development, Sales Process, Product Demonstration, Salesforce.com, Cold Calling
Education
Southern Utah University 2003 — 2007
Business Marketing, Management Minor
Alamosa High School
GPS Insight January 2014 - Present
GPS Insight, LLC May 2012 - March 2014
Aspen Systems, Inc. December 2008 - May 2012
Powers-Leavitt Insurance January 2007 - December 2008
The Leavitt Group October 2006 - April 2007
Skills
Selling, Negotiation, Sales Management, Direct Sales, B2B, Management, Sales, Telecommunications, Customer Service, Solution Selling, Marketing, Marketing Strategy, Training, Insurance, Account Management, Product Development, Sales Process, Product Demonstration, Salesforce.com, Cold Calling
Education
Southern Utah University 2003 — 2007
Business Marketing, Management Minor
Alamosa High School
Keith Callister Keith Callister's The Leavitt Group Experience September 2014 - Present
Job Director of Mergers & Acquisitions/Agency Partner at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group September 2014 - Present
The Leavitt Group January 2014 - August 2014
The Leavitt Group June 2010 - December 2013
The Leavitt Group August 2007 - May 2010
The Leavitt Group February 2006 - July 2007
Skills
Property & Casualty..., Accounting, Financial Analysis, Financial Accounting, Insurance, Risk Management, Legal Liability, General Insurance, Strategic Planning
Education
Southern Utah University
MAcc, Accounting
The Leavitt Group September 2014 - Present
The Leavitt Group January 2014 - August 2014
The Leavitt Group June 2010 - December 2013
The Leavitt Group August 2007 - May 2010
The Leavitt Group February 2006 - July 2007
Skills
Property & Casualty..., Accounting, Financial Analysis, Financial Accounting, Insurance, Risk Management, Legal Liability, General Insurance, Strategic Planning
Education
Southern Utah University
MAcc, Accounting
Whit Johnson's The Leavitt Group Experience January 2007 - Present
Job Credit Risk Manager
Industry Insurance
Experience
The Leavitt Group January 2007 - Present
Northwestern Mutual July 2006 - January 2007
Education
Southern Utah University
The Leavitt Group January 2007 - Present
Northwestern Mutual July 2006 - January 2007
Education
Southern Utah University
Scott Barney, CPA Scott Barney, CPA's The Leavitt Group Experience February 2014 - Present
Job Agency Partner/Controller at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group February 2014 - Present
The Leavitt Group January 2012 - Present
The Leavitt Group May 2010 - January 2012
Skills
Financial Analysis, Financial Accounting, Property & Casualty..., Commercial Insurance, Insurance, Accounting, Workers Compensation, Financial Reporting, Underwriting, Risk Management
Education
Southern Utah University 2011 — 2012
Master's degree, Accounting
Southern Utah University 2007 — 2011
Bachelor's degree, Accounting
The Leavitt Group February 2014 - Present
The Leavitt Group January 2012 - Present
The Leavitt Group May 2010 - January 2012
Skills
Financial Analysis, Financial Accounting, Property & Casualty..., Commercial Insurance, Insurance, Accounting, Workers Compensation, Financial Reporting, Underwriting, Risk Management
Education
Southern Utah University 2011 — 2012
Master's degree, Accounting
Southern Utah University 2007 — 2011
Bachelor's degree, Accounting
Jenni Leavitt Jenni Leavitt's The Leavitt Group Experience September 2011 - Present
Job Business Development Director at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group September 2011 - Present
ADB Bank June 2003 - September 2011
Skills
Insurance, Customer Relations, Customer Service, Problem Solving, Team Leadership, Strategic Planning, Coaching, New Business Development, Leadership, Property & Casualty..., Team Building, Risk Management, Commercial Insurance
Education
Southern Utah University
Business Management
The Leavitt Group September 2011 - Present
ADB Bank June 2003 - September 2011
Skills
Insurance, Customer Relations, Customer Service, Problem Solving, Team Leadership, Strategic Planning, Coaching, New Business Development, Leadership, Property & Casualty..., Team Building, Risk Management, Commercial Insurance
Education
Southern Utah University
Business Management
Joe Callister Joe Callister's The Leavitt Group Experience June 2012 - Present
Job Chief Operating Officer at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group June 2012 - Present
The Leavitt Group 2005 - 2012
The Leavitt Group 2003 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance
Education
Southern Utah University 2003 — 2004
Master of Accountancy, Accounting
Southern Utah University 2002 — 2003
Bachelor of Arts (BA), Accounting
The Leavitt Group June 2012 - Present
The Leavitt Group 2005 - 2012
The Leavitt Group 2003 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance
Education
Southern Utah University 2003 — 2004
Master of Accountancy, Accounting
Southern Utah University 2002 — 2003
Bachelor of Arts (BA), Accounting
Derek Christensen Derek Christensen's The Leavitt Group Experience March 2014 - Present
Job Leavitt Group Regional Controller Assistant
Industry Accounting
Experience
The Leavitt Group March 2014 - Present
Southern Utah University Student Association August 2014 - April 2015
State of Utah January 2015 - March 2015
Vasquez Enterprise October 2013 - January 2014
Goulding Electric May 2008 - August 2011
Skills
Accounting, QuickBooks, Auditing, Strategic Planning, Financial Accounting, Financial Statements, Finance, Research
Education
Southern Utah University 2010 — 2016
Accounting, 3.96
The Leavitt Group March 2014 - Present
Southern Utah University Student Association August 2014 - April 2015
State of Utah January 2015 - March 2015
Vasquez Enterprise October 2013 - January 2014
Goulding Electric May 2008 - August 2011
Skills
Accounting, QuickBooks, Auditing, Strategic Planning, Financial Accounting, Financial Statements, Finance, Research
Education
Southern Utah University 2010 — 2016
Accounting, 3.96
Aaron Bradley Aaron Bradley's The Leavitt Group Experience July 2008 - March 2011
Job Managing CoOwner at Brian Head Vacation Rentals
Industry Hospitality
Experience
Brian Head Vacation Rentals January 2010 - Present
The Leavitt Group July 2008 - March 2011
Independent June 2007 - July 2008
Skills
Tourism, Hospitality, Hotels, Resorts, Hospitality Industry, Catering, Entrepreneurship, Event Management, Marketing, Hospitality Management, Marketing Strategy, New Business Development
Education
University of Phoenix 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Utah Valley University
Associate's degree, Graphic Design
Brian Head Vacation Rentals January 2010 - Present
The Leavitt Group July 2008 - March 2011
Independent June 2007 - July 2008
Skills
Tourism, Hospitality, Hotels, Resorts, Hospitality Industry, Catering, Entrepreneurship, Event Management, Marketing, Hospitality Management, Marketing Strategy, New Business Development
Education
University of Phoenix 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Utah Valley University
Associate's degree, Graphic Design
LeeAnn Savage LeeAnn Savage's The Leavitt Group Experience August 2012 - Present
Job CSR at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group August 2012 - Present
Allegiance Premium Finance November 2004 - October 2012
Leavitt Group Enterprises November 1998 - November 2004
Skills
Insurance, Time Management, Finance, Customer Service, Commercial Insurance, Employee Benefits, General Insurance, Leadership, Payroll, Property
Education
Southern Utah University 1993 — 2003
Bachelor of Science, Computer Information Systems
The Leavitt Group August 2012 - Present
Allegiance Premium Finance November 2004 - October 2012
Leavitt Group Enterprises November 1998 - November 2004
Skills
Insurance, Time Management, Finance, Customer Service, Commercial Insurance, Employee Benefits, General Insurance, Leadership, Payroll, Property
Education
Southern Utah University 1993 — 2003
Bachelor of Science, Computer Information Systems
Troy L Alldredge Troy L Alldredge's The Leavitt Group Experience 2008 - 2009
Job JRI Insurance
Industry Insurance
Experience
Chris Lunt Insurance 2010 - March 2014
Affordable American Insurance, Safeco, Allied, The Hartford, Progressive, Travelers, Kemper Perfered December 2009 - March 2014
LDS Church 1972 - 2012
The Leavitt Group 2008 - 2009
Skills
Risk Management, Insurance, Commercial Insurance, Property & Casualty..., Microsoft Office, Homeowners, Real Estate, Long-term Care, Professional Liability, Workers Compensation, Negotiation, Health Insurance, Legal Liability, Property, Liability, Small Business, Disability Insurance, Fixed Annuities, Term Life Insurance, Umbrella Insurance, Commercial Lines, Employee Benefits, Motorcycle, General Insurance, Marketing, Casualty, Brokers, Investments, Condos, Customer Service, Sales, Foreclosures, Life Insurance, Commercial Real Estate, Short Sales, Finance, IRAs, Investment Properties, Training, Selling, Investors, Loans, Leadership, Public Speaking, Sellers, Residential Homes, First Time Home Buyers, Contract Negotiation, Real Estate Transactions, Referrals
Education
Southern Utah University 1986 — 2001
BA, Psychology
Millard High Fillmore 1978 — 1981
Deploma, General Studies
Chris Lunt Insurance 2010 - March 2014
Affordable American Insurance, Safeco, Allied, The Hartford, Progressive, Travelers, Kemper Perfered December 2009 - March 2014
LDS Church 1972 - 2012
The Leavitt Group 2008 - 2009
Skills
Risk Management, Insurance, Commercial Insurance, Property & Casualty..., Microsoft Office, Homeowners, Real Estate, Long-term Care, Professional Liability, Workers Compensation, Negotiation, Health Insurance, Legal Liability, Property, Liability, Small Business, Disability Insurance, Fixed Annuities, Term Life Insurance, Umbrella Insurance, Commercial Lines, Employee Benefits, Motorcycle, General Insurance, Marketing, Casualty, Brokers, Investments, Condos, Customer Service, Sales, Foreclosures, Life Insurance, Commercial Real Estate, Short Sales, Finance, IRAs, Investment Properties, Training, Selling, Investors, Loans, Leadership, Public Speaking, Sellers, Residential Homes, First Time Home Buyers, Contract Negotiation, Real Estate Transactions, Referrals
Education
Southern Utah University 1986 — 2001
BA, Psychology
Millard High Fillmore 1978 — 1981
Deploma, General Studies
Nechelle Middleton Nechelle Middleton's The Leavitt Group Experience October 2006 - July 2010
Job Manager of Treasury at SkyWest Airlines
Industry Financial Services
Experience
SkyWest Airlines August 2012 - Present
Brock & Associates June 2010 - November 2012
The Leavitt Group October 2006 - July 2010
Merrill Lynch May 2009 - September 2009
Skills
Accounting, Excel, Microsoft Office, Insurance, Financial Planning, Financial Reporting, Financial Analysis, Underwriting, Word, PowerPoint, Portfolio Management, Microsoft Excel, Analysis, New Business Development, Risk Management, Finance
Education
Southern Utah University 2009 — 2010
Master of Business Administration (M.B.A.), Business
Southern Utah University 2006 — 2009
Bachelor of Science, Finance
SkyWest Airlines August 2012 - Present
Brock & Associates June 2010 - November 2012
The Leavitt Group October 2006 - July 2010
Merrill Lynch May 2009 - September 2009
Skills
Accounting, Excel, Microsoft Office, Insurance, Financial Planning, Financial Reporting, Financial Analysis, Underwriting, Word, PowerPoint, Portfolio Management, Microsoft Excel, Analysis, New Business Development, Risk Management, Finance
Education
Southern Utah University 2009 — 2010
Master of Business Administration (M.B.A.), Business
Southern Utah University 2006 — 2009
Bachelor of Science, Finance
Brian Louie's The Leavitt Group Experience May 2009 - June 2014
Job Group Benefits Consultant
Industry Insurance
Experience
Alliant Insurance Services August 2015 - Present
The Leavitt Group May 2009 - June 2014
Assurant Employee Benefits February 2008 - April 2009
CIGNA Group Insurance June 2005 - February 2008
CIGNA Health Care 2001 - 2005
Education
University of California, Berkeley 1999 — 2001
BA, English
Alliant Insurance Services August 2015 - Present
The Leavitt Group May 2009 - June 2014
Assurant Employee Benefits February 2008 - April 2009
CIGNA Group Insurance June 2005 - February 2008
CIGNA Health Care 2001 - 2005
Education
University of California, Berkeley 1999 — 2001
BA, English
Eric Leavitt's The Leavitt Group Experience November 1992 - Present
Job CEO, The Leavitt Group
Industry Insurance
Experience
The Leavitt Group November 1992 - Present
Zions First National Bank April 2006 - Present
Southern Utah University July 2011 - Present
Great Western Thrift 1995 - 2001
Bonneville Pacific Corporation June 1988 - December 1992
Skills
Underwriting, Employee Benefits, Insurance, Workers Compensation, Commercial Insurance, Health Insurance, Strategic Planning, Property & Casualty..., Legal Liability, Brokers, Risk Management, Liability, Fundraising, Customer Service, Professional Liability
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance, Public Policy
University of Utah - David Eccles School of Business 1983 — 1986
Bachelor of Science (BS), Finance and Financial Management Services
Cedar High School
Cedar High School
The Leavitt Group November 1992 - Present
Zions First National Bank April 2006 - Present
Southern Utah University July 2011 - Present
Great Western Thrift 1995 - 2001
Bonneville Pacific Corporation June 1988 - December 1992
Skills
Underwriting, Employee Benefits, Insurance, Workers Compensation, Commercial Insurance, Health Insurance, Strategic Planning, Property & Casualty..., Legal Liability, Brokers, Risk Management, Liability, Fundraising, Customer Service, Professional Liability
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance, Public Policy
University of Utah - David Eccles School of Business 1983 — 1986
Bachelor of Science (BS), Finance and Financial Management Services
Cedar High School
Cedar High School
Noreen Templin's The Leavitt Group Experience April 2007 - May 2008
Job Supervisor, Solution Consulting at Applied Systems
Industry Insurance
Experience
Applied Systems October 2013 - Present
Applied Systems June 2011 - Present
Applied Systems November 2010 - June 2011
Applied Systems May 2009 - November 2010
Applied Systems July 2008 - May 2009
The Leavitt Group April 2007 - May 2008
The Leavitt Group December 2006 - April 2007
The Leavitt Group June 2005 - December 2006
The Leavitt Group January 2004 - June 2005
Phelps Wood Designs Inc January 2003 - January 2004
Skills
Licensed Property &..., CISR Designation, Software Documentation, Insurance, Training, Sales, Property & Casualty..., Management, Underwriting, Commercial Insurance, Analysis, Brokers, Customer Service, New Business Development, Program Management, Sales Process
Education
Southern Utah University 1998 — 2001
BS, Computer Information Systems
Applied Systems October 2013 - Present
Applied Systems June 2011 - Present
Applied Systems November 2010 - June 2011
Applied Systems May 2009 - November 2010
Applied Systems July 2008 - May 2009
The Leavitt Group April 2007 - May 2008
The Leavitt Group December 2006 - April 2007
The Leavitt Group June 2005 - December 2006
The Leavitt Group January 2004 - June 2005
Phelps Wood Designs Inc January 2003 - January 2004
Skills
Licensed Property &..., CISR Designation, Software Documentation, Insurance, Training, Sales, Property & Casualty..., Management, Underwriting, Commercial Insurance, Analysis, Brokers, Customer Service, New Business Development, Program Management, Sales Process
Education
Southern Utah University 1998 — 2001
BS, Computer Information Systems
Michele Neri's The Leavitt Group Experience August 2012 - Present
Job Certified Insurance Counselor
Industry Insurance
Experience
The Leavitt Group August 2012 - Present
Robert E. Harris Insurance Agency, Inc. 2004 - August 2012
Arthur J. Gallagher 1998 - 2003
Skills
Automobile Liability, Casualty, Commercial Insurance, Construction Insurance, Employment Practices..., Insurance, Legal Liability, Professional Liability, Property, Property, Workers Compensation, Umbrella Insurance, Commercial Lines, D, General Insurance, Liability
Education
University of California, Santa Barbara
The Leavitt Group August 2012 - Present
Robert E. Harris Insurance Agency, Inc. 2004 - August 2012
Arthur J. Gallagher 1998 - 2003
Skills
Automobile Liability, Casualty, Commercial Insurance, Construction Insurance, Employment Practices..., Insurance, Legal Liability, Professional Liability, Property, Property, Workers Compensation, Umbrella Insurance, Commercial Lines, D, General Insurance, Liability
Education
University of California, Santa Barbara
Greg Massey's The Leavitt Group Experience April 2010 - March 2015
Job Vice President National Restaurant Division (IOA)
Industry Insurance
Experience
Insurance Office of America April 2015 - Present
The Leavitt Group April 2010 - March 2015
Heffernan Insurance Brokers February 2008 - April 2010
Skills
Commercial Insurance, Property, Employment Practices..., Workers Compensation, D, Health Insurance, Umbrella Insurance, Group Insurance, Professional Liability, Brokers, Insurance, Casualty, Liability, Commercial Lines, Property & Casualty..., Management, Safety Management..., Safety Training Programs, General Insurance, Employee Benefits, Sales, Underwriting, Strategic Planning, Casualty Insurance, D&O, New Business Development, Customer Service, Team Building, Claims Management, Marketing, Risk Management, Legal Liability, Leadership, Small Business, Excess, Sales Management, Account Management
Education
University of California, Riverside 1993 — 1998
Bachelors, Business Administration
Insurance Office of America April 2015 - Present
The Leavitt Group April 2010 - March 2015
Heffernan Insurance Brokers February 2008 - April 2010
Skills
Commercial Insurance, Property, Employment Practices..., Workers Compensation, D, Health Insurance, Umbrella Insurance, Group Insurance, Professional Liability, Brokers, Insurance, Casualty, Liability, Commercial Lines, Property & Casualty..., Management, Safety Management..., Safety Training Programs, General Insurance, Employee Benefits, Sales, Underwriting, Strategic Planning, Casualty Insurance, D&O, New Business Development, Customer Service, Team Building, Claims Management, Marketing, Risk Management, Legal Liability, Leadership, Small Business, Excess, Sales Management, Account Management
Education
University of California, Riverside 1993 — 1998
Bachelors, Business Administration
Chad Stephenson's The Leavitt Group Experience July 2011 - Present
Job System Admin for large insurance company
Industry Information Technology and Services
Experience
The Leavitt Group July 2011 - Present
Purple Ant 2008 - 2010
Skills
Operating Systems, Troubleshooting, XP, Networking, IIS, Windows Server, Active Directory, Windows, VMware, Data Center, Disaster Recovery, System Administration, Citrix, Virtualization, Software Documentation, Network Security, VPN, DNS, Microsoft Exchange, Servers, Cisco Technologies, TCP/IP, Security, Routers, Cloud Computing, Microsoft Technologies, WAN, Switches, VoIP, Network Administration, Network Engineering, Windows 7, DHCP, SAN, Information Technology, Computer Security, IT Operations, Firewalls, Server Administration, Group Policy
Education
Drexel University
MSIS, Information Systems
University of Phoenix
The Leavitt Group July 2011 - Present
Purple Ant 2008 - 2010
Skills
Operating Systems, Troubleshooting, XP, Networking, IIS, Windows Server, Active Directory, Windows, VMware, Data Center, Disaster Recovery, System Administration, Citrix, Virtualization, Software Documentation, Network Security, VPN, DNS, Microsoft Exchange, Servers, Cisco Technologies, TCP/IP, Security, Routers, Cloud Computing, Microsoft Technologies, WAN, Switches, VoIP, Network Administration, Network Engineering, Windows 7, DHCP, SAN, Information Technology, Computer Security, IT Operations, Firewalls, Server Administration, Group Policy
Education
Drexel University
MSIS, Information Systems
University of Phoenix
Wendy Zobell's The Leavitt Group Experience June 2002 - Present
Job Personal Lines Manager at Dixie Leavitt Agency
Industry Insurance
Experience
The Leavitt Group June 2002 - Present
The Leavitt Group June 2002 - Present
Skills
Umbrella Insurance, Insurance, Property & Casualty..., Commercial Insurance, Legal Liability, Casualty, Professional Liability, Liability, General Insurance, Commercial Lines, Workers Compensation, Inland Marine, Brokers, Underwriting, D&O
Education
Southern Utah University 1994 — 2000
Bachelor's Degree, Business Administration Human Reasorce and Management
The Leavitt Group June 2002 - Present
The Leavitt Group June 2002 - Present
Skills
Umbrella Insurance, Insurance, Property & Casualty..., Commercial Insurance, Legal Liability, Casualty, Professional Liability, Liability, General Insurance, Commercial Lines, Workers Compensation, Inland Marine, Brokers, Underwriting, D&O
Education
Southern Utah University 1994 — 2000
Bachelor's Degree, Business Administration Human Reasorce and Management
Angela Lipparelli's The Leavitt Group Experience January 2003 - October 2008
Job Travel Agent
Industry Leisure, Travel & Tourism
Experience
AAA Northern California, Nevada & Utah March 2015 - Present
AAA Northern California, Nevada & Utah September 2010 - Present
The Leavitt Group January 2003 - October 2008
Skills
Casualty, Commercial Insurance, General Insurance, Insurance, Life Insurance, Property & Casualty..., Umbrella Insurance, Underwriting, Sales, Casualty Insurance, Customer Service
Education
University of Nevada-Reno 1983 — 1987
BS, Education
AAA Northern California, Nevada & Utah March 2015 - Present
AAA Northern California, Nevada & Utah September 2010 - Present
The Leavitt Group January 2003 - October 2008
Skills
Casualty, Commercial Insurance, General Insurance, Insurance, Life Insurance, Property & Casualty..., Umbrella Insurance, Underwriting, Sales, Casualty Insurance, Customer Service
Education
University of Nevada-Reno 1983 — 1987
BS, Education
Cory Coryell, ARM's The Leavitt Group Experience April 2013 - September 2014
Job Vice President at Fortune Management Group
Industry Insurance
Experience
Fortune Management Group September 2014 - Present
The Leavitt Group April 2013 - September 2014
Alliance Insurance Group November 2011 - November 2012
Propel Insurance January 2003 - September 2011
Arthur J. Gallagher 1998 - 2002
Wausau Insurance 1996 - 1998
Education
University of Kansas 1978 — 1982
Bachelor of Science (B.S.), Business & Marketing
Junction City High School 1976 — 1978
Fortune Management Group September 2014 - Present
The Leavitt Group April 2013 - September 2014
Alliance Insurance Group November 2011 - November 2012
Propel Insurance January 2003 - September 2011
Arthur J. Gallagher 1998 - 2002
Wausau Insurance 1996 - 1998
Education
University of Kansas 1978 — 1982
Bachelor of Science (B.S.), Business & Marketing
Junction City High School 1976 — 1978
Dana Breer's The Leavitt Group Experience March 2006 - Present
Job Account Manager at Leavitt Group Benefits Services
Industry Insurance
Experience
The Leavitt Group March 2006 - Present
Skills
Employee Benefits, Health Insurance, Healthcare, Insurance, Leadership, Life Insurance, Managed Care, Account Management, Benefits Administration, Brokers, Customer Service, Commercial Insurance, Health Savings Accounts, Public Speaking, Sales, New Business Development, Management, Disability Insurance, Human Resources, Strategic Planning
Education
University of Nevada-Reno 1993 — 1997
Bachelor of Science, Health Science
The Leavitt Group March 2006 - Present
Skills
Employee Benefits, Health Insurance, Healthcare, Insurance, Leadership, Life Insurance, Managed Care, Account Management, Benefits Administration, Brokers, Customer Service, Commercial Insurance, Health Savings Accounts, Public Speaking, Sales, New Business Development, Management, Disability Insurance, Human Resources, Strategic Planning
Education
University of Nevada-Reno 1993 — 1997
Bachelor of Science, Health Science
Jason Aiken's The Leavitt Group Experience May 2013 - Present
Job Financial Controller with Leavitt Group Enterprise
Industry Accounting
Experience
The Leavitt Group May 2013 - Present
Skills
Accounting, Financial Accounting, Auditing, GAAP, Financial Reporting, Financial Analysis, Microsoft Excel, QuickBooks, Account Reconciliation, Microsoft Office, PowerPoint, Microsoft Word
Education
Southern Utah University 2007 — 2012
Master's degree, Accounting
The Leavitt Group May 2013 - Present
Skills
Accounting, Financial Accounting, Auditing, GAAP, Financial Reporting, Financial Analysis, Microsoft Excel, QuickBooks, Account Reconciliation, Microsoft Office, PowerPoint, Microsoft Word
Education
Southern Utah University 2007 — 2012
Master's degree, Accounting
Lance Stott's The Leavitt Group Experience June 2007 - March 2015
Job Financial Controller at Leavitt Group
Industry Insurance
Experience
Leavitt Group March 2015 - Present
The Leavitt Group June 2007 - March 2015
The Leavitt Group May 2006 - March 2015
The Leavitt Group May 2006 - August 2008
Pilot Flying J August 2005 - May 2006
Pilot Flying J March 2005 - August 2005
Utah State University, Engineering Department August 2003 - March 2005
Skills
Microsoft Office, Accounting, Budget Analysis, Financial Analysis, Internal Audit, Adobe, Strategic Planning, Financial Accounting, Risk Management, Budgets, Auditing
Education
Southern Utah University 2006 — 2008
Master's degree, Accounting
Utah State University 2000 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Leavitt Group March 2015 - Present
The Leavitt Group June 2007 - March 2015
The Leavitt Group May 2006 - March 2015
The Leavitt Group May 2006 - August 2008
Pilot Flying J August 2005 - May 2006
Pilot Flying J March 2005 - August 2005
Utah State University, Engineering Department August 2003 - March 2005
Skills
Microsoft Office, Accounting, Budget Analysis, Financial Analysis, Internal Audit, Adobe, Strategic Planning, Financial Accounting, Risk Management, Budgets, Auditing
Education
Southern Utah University 2006 — 2008
Master's degree, Accounting
Utah State University 2000 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Mackenzie Damavandi's The Leavitt Group Experience October 2012 - January 2014
Job Student at Southern Utah University
Industry Research
Experience
Utah Debate Commission April 2014 - October 2014
Utah Office of Legislative Research and General Counsel January 2014 - March 2014
The Leavitt Group October 2012 - January 2014
SUCCESS Academy August 2012 - October 2012
Skills
Microsoft Excel
Education
Southern Utah University 2012 — 2015
Actuarial Science, 3.498
Utah State University 2009 — 2010
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Utah Debate Commission April 2014 - October 2014
Utah Office of Legislative Research and General Counsel January 2014 - March 2014
The Leavitt Group October 2012 - January 2014
SUCCESS Academy August 2012 - October 2012
Skills
Microsoft Excel
Education
Southern Utah University 2012 — 2015
Actuarial Science, 3.498
Utah State University 2009 — 2010
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Leesa Logan, CIC, CISR's The Leavitt Group Experience December 2001 - Present
Job Service Manager at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group December 2001 - Present
The Leavitt Group December 2001 - Present
Skills
Operating Systems, Team Management, BOP rating systems, Umbrella Insurance, Customer Service, Team Leadership, Risk Management, Brokers, Insurance, General Insurance, Liability, Sales Management, Casualty, Team Building, Commercial Insurance, Underwriting, Professional Liability, Workers Compensation, Legal Liability, Property & Casualty..., Commercial Lines, Strategic Planning, D&O, Claim, Employment Practices..., Employee Benefits
Education
Southern Utah University
The Leavitt Group December 2001 - Present
The Leavitt Group December 2001 - Present
Skills
Operating Systems, Team Management, BOP rating systems, Umbrella Insurance, Customer Service, Team Leadership, Risk Management, Brokers, Insurance, General Insurance, Liability, Sales Management, Casualty, Team Building, Commercial Insurance, Underwriting, Professional Liability, Workers Compensation, Legal Liability, Property & Casualty..., Commercial Lines, Strategic Planning, D&O, Claim, Employment Practices..., Employee Benefits
Education
Southern Utah University
Rocky Hallows's The Leavitt Group Experience June 2005 - Present
Job Tax Manager at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group June 2005 - Present
The Leavitt Group May 2002 - June 2005
Skills
CPA, Bilingual-Spanish, Property & Casualty..., Mergers & Acquisitions, Insurance, Commercial Insurance, Financial Analysis, Accounting, Workers Compensation, Liability, Customer Service, Budgets, QuickBooks, Strategic Planning, Risk Management, General Insurance, Microsoft Excel
Education
Southern Utah University 2000 — 2004
Master of Accountancy
The Leavitt Group June 2005 - Present
The Leavitt Group May 2002 - June 2005
Skills
CPA, Bilingual-Spanish, Property & Casualty..., Mergers & Acquisitions, Insurance, Commercial Insurance, Financial Analysis, Accounting, Workers Compensation, Liability, Customer Service, Budgets, QuickBooks, Strategic Planning, Risk Management, General Insurance, Microsoft Excel
Education
Southern Utah University 2000 — 2004
Master of Accountancy
Tori Leavitt's The Leavitt Group Experience April 2010 - Present
Job Graphic Designer at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group April 2010 - Present
Skills
Typography, InDesign, Layout, Logo Design, Branding & Identity, Adobe Creative Suite, Graphic Design, Illustrator, Brochures
Education
Southern Utah University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
The Leavitt Group April 2010 - Present
Skills
Typography, InDesign, Layout, Logo Design, Branding & Identity, Adobe Creative Suite, Graphic Design, Illustrator, Brochures
Education
Southern Utah University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Graphic Design
Sarah Tumia's The Leavitt Group Experience April 2013 - Present
Job RCA at The Leavitt Group
Industry Accounting
Experience
The Leavitt Group April 2013 - Present
Residents Hall Association April 2012 - May 2013
Education
Southern Utah University 2011 — 2015
The Leavitt Group April 2013 - Present
Residents Hall Association April 2012 - May 2013
Education
Southern Utah University 2011 — 2015
Katherine Moller's The Leavitt Group Experience August 2008 - Present
Job Controller at The Leavitt Group
Industry Insurance
Experience
The Leavitt Group August 2008 - Present
Zions Bancorporation February 2004 - August 2008
Rainbow Bridge Publishing January 2002 - February 2004
Skills
Accounting, Risk Management, Financial Analysis, Financial Reporting, Auditing, Insurance, Finance, Internal Controls, Analysis, Office Management, Organizational..., Organization Skills, Microsoft Excel, Pivot Tables, Vlookup, Data Entry
Education
University of Phoenix 2009 — 2011
Master's degree, Accounting
Utah Valley University 1998 — 2001
Bachelor's degree, Accounting
The Leavitt Group August 2008 - Present
Zions Bancorporation February 2004 - August 2008
Rainbow Bridge Publishing January 2002 - February 2004
Skills
Accounting, Risk Management, Financial Analysis, Financial Reporting, Auditing, Insurance, Finance, Internal Controls, Analysis, Office Management, Organizational..., Organization Skills, Microsoft Excel, Pivot Tables, Vlookup, Data Entry
Education
University of Phoenix 2009 — 2011
Master's degree, Accounting
Utah Valley University 1998 — 2001
Bachelor's degree, Accounting
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO