The Presidio Group

Industry: Company

Description

Founded: 1997 Subsidiaries: Presidio Wealth Management LLC, Presidio Merchant Partners LLC

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The Presidio Group Employees

Employee
Years
Job
Industry
Tracy (Dragas & Pinkert) Field Tracy (Dragas & Pinkert) Field Greater Salt Lake City Area Details
Tracy (Dragas & Pinkert) Field's The Presidio Group Experience 2009 - 2011
Job FieldHR
Industry Information Technology and Services
Experience
FieldHR   April 2001 - Present
Instructure, Inc.   March 2011 - March 2013
The Presidio Group   2009 - 2011
Mozy  2007 - 2007
AMS Direct & PEI   2003 - 2006
manroland  2001 - 2003
CCC Information Services (DriveLogic)   1998 - 2001
Cambridge Technology Partners  1997 - 1998
Accenture (formerly Andersen Consulting)   1996 - 1997

Skills
Workforce Planning, Succession Planning, Leadership Development, Performance Management, Recruiting, Training, Onboarding, Talent Acquisition, Talent Management, Building Relationships, Applicant Tracking..., Consulting, HR Consulting, Human Resources, Employee Benefits, Employee Training, Employee Relations, HRIS, HR Policies, Temporary Placement, Employee Engagement, Team Building, Organizational Design, Strategic Planning, Leadership, Personnel Management, Deferred Compensation, Budgets, Conflict Resolution, College Recruiting, Change Management, Employment Law, Management

Education
Utah State University   2008 — 2008
Psychology

Illinois State University   1987 — 1991
Public Relations, Communications

Canvas MOOC

Brittany (Olson) Pena Brittany (Olson) Pena Greater Salt Lake City Area Details
Brittany (Olson) Pena's The Presidio Group Experience November 2012 - Present
Job Business Development Coordinator at The Presidio Group
Industry Insurance
Experience
The Presidio Group   November 2012 - Present
Auto-Owners Insurance  May 2010 - October 2012

Skills
Social Media Marketing, Client Relations Skills, Talent Acquisition, Salesforce.com, Graphic Design, Commercial Lines, Commercial Insurance, Claim, Email Marketing, Property & Casualty..., Professional Liability, Pipeline Management, Insurance, General Insurance, Customer Service, Sales, Recruiting, Marketing

Education
Southern Utah University   2005 — 2009
Bachelors of Science, Communications, Emphasis in Advertising and Public Relations

Parkway South High School   2001 — 2005
General Studies

Nicole Kimball Nicole Kimball Park City, Utah Details
Nicole Kimball's The Presidio Group Experience September 2011 - July 2012
Job Virtual Partner Account Manager at Cisco Systems, CSE Certified
Industry Information Technology and Services
Experience
Cisco  January 2015 - Present
Acronis  July 2012 - January 2015
Stein Eriksen Lodge  December 2009 - January 2015
The Presidio Group   September 2011 - July 2012
Crown and Glory   March 2011 - August 2011
MCI Dublin   June 2010 - August 2010
Roots  June 2006 - July 2009

Skills
Marketing Communications, Advertising, Online Marketing, Social Media, PowerPoint, Photoshop, InDesign, Promotions, Social Networking, Sales, Strategic Planning, Salesforce.com, CRM, Leadership, Sales Operations, Marketing, Business Development, Solution Selling, Management, Direct Sales, Account Management, Channel Partners, Partner Management

Education
University of Utah   2008 — 2010
Bachelors of Science, Mass Communications

Salt Lake Community College   2006 — 2007
Associates of Science, General Studies

Vladimir Babiuc Vladimir Babiuc United States Details
Vladimir Babiuc's The Presidio Group Experience 2013 - 2014
Job Investment Banking at Sawaya Segalas
Industry Financial Services
Experience
Sawaya Segalas  2015 - Present
The Presidio Group   2013 - 2014
AGC Partners  December 2012 - March 2013
Morgan Stanley  June 2011 - December 2012
Versailles Group   January 2011 - June 2011

Skills
Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Business Strategy, Leadership, Finance, Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Equities, Strategic Financial..., Asset Management, Private Equity, Mutual Funds, Alternative Investments, Fixed Income, Wealth Management, Financial Advisory, Series 7

Education
Bentley University   2007 — 2011
BS, Finance, Minor in Management

Greg Oredson Greg Oredson Greater Salt Lake City Area Details
Greg Oredson's The Presidio Group Experience February 1995 - Present
Job Agent at The Presidio Group
Industry Insurance
Experience
The Presidio Group   February 1995 - Present
The Presidio Group   February 1995 - Present
The Presidio Group   February 1995 - Present
American Insurance & Investment Corp.   January 1992 - September 1994

Skills
Fluent in Spanish, Health Insurance, Property & Casualty..., Risk Management, Professional Liability, Employee Benefits, Liability, General Insurance, Commercial Insurance, Customer Service, Sales, Insurance, Inland Marine, Financial Risk, Workers Compensation, Account Management, Casualty, Process Improvement, Legal Liability, Underwriting, Commercial Lines, Employment Practices..., Claims Management, Umbrella Insurance, Claim, Disability Insurance, Health Savings Accounts, Liability Analysis, Excess, D&O, Insurance Brokerage, Reinsurance, Term Life Insurance, Life Insurance, Brokers, Surety Bonds, Workers' Compensation..., Fixed Annuities, Long-term Care, Property Damage, Directors & Officers..., Medicare, Casualty Insurance

Education
Brigham Young University   2004 — 2009
BS, BS Family Science, Minor Psychology

Punahou School   1978 — 1981
High School Deploma, General Studies, 12

Randy Allred Randy Allred Greater Salt Lake City Area Details
Randy Allred's The Presidio Group Experience April 2014 - Present
Job Senior Clinical Sales Rep at Intuitive Surgical
Industry Medical Devices
Experience
The Presidio Group   April 2014 - Present
Intuitive Surgical  June 2012 - June 2014
Eli Lilly and Company  September 2006 - June 2012
Nutraceutical Corporation  August 2005 - September 2006

Skills
Pharmaceutical Sales, Urology, Sales Effectiveness, Endocrinology, Diabetes, Product Launch, Pharmaceutical Industry, OB/GYN, Managed Care, Rheumatology, Hospital Sales, Medical Devices, Operating Room, General Surgery, Surgery, Market Development, Market Access, Account Management, Sales Presentations, Market Analysis, Sales Operations, ENT, Sales, Surgeons, Capital Equipment, Disposables, Medical Sales, Surgical Instruments, Hospitals, Gynecology, Capital Equipment Sales, Market Planning

Education
Brigham Young University   2001 — 2005
BS, Biology, Chemistry

John Gardner, CHRS, CBC, CIC, PWCA John Gardner, CHRS, CBC, CIC, PWCA Cheyenne, Wyoming Area Details
John Gardner, CHRS, CBC, CIC, PWCA's The Presidio Group Experience October 2011 - August 2012
Job Healthcare Reform Specialist, AVS at ADP
Industry Insurance
Experience
ADP  February 2015 - Present
WINhealth Partners  June 2013 - February 2015
ADP  August 2012 - June 2013
The Presidio Group   October 2011 - August 2012
Holmes Murphy & Associates  July 2009 - October 2011
Marsh  December 2007 - July 2009
Hays Companies of Colorado   September 2004 - December 2007

Skills
Employee Benefits, Property & Casualty..., Workers Compensation, Health Insurance, Insurance, Risk Management, Commercial Insurance, Health Savings Accounts, Group Insurance, Underwriting, Disability Insurance, Marketing, Brokers, Management, Strategic Planning, Health Care Reform, Managed Care, 401k, Leadership, Sales, Group Medical, CRM, Business Development, Professional Liability, Long-term Care, Term Life Insurance, Claim, Fixed Annuities, Casualty, Reinsurance, Retirement Planning, Medicare, Employment Practices..., Legal Liability, Liability, Claims Management, Commercial Lines, Umbrella Insurance, General Insurance, D&O, Enterprise Risk..., Financial Risk, Life Insurance, Benefits Administration, COBRA, Sales Management, Accident, Healthcare, Self-funded, Captives

Education
University of Idaho
Master of Science (M.S.)

University of Utah
Bachelor of Science (B.S.)

Alta High School

Patrick Reardon Patrick Reardon Dallas/Fort Worth Area Details
Patrick Reardon's The Presidio Group Experience 2008 - 2011
Job Executive Director BBVA
Industry Investment Banking
Experience
BBVA Corporate & Investment Banking   2011 - Present
Trinity Commons Foundation   2010 - Present
The Presidio Group   2008 - 2011
Price College of Business - MBA Advisory Board   2000 - 2010
Citi Capital Strategies   2006 - 2008
Citigroup Corporate and Investment Bank  2004 - 2006
Salomon Smith Barney  2000 - 2004
Salomon Smith Barney  1997 - 2000
Salomon Brothers  1996 - 1996
Arthur Andersen  1991 - 1995

Skills
Investment Banking, Mergers, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Venture Capital, Financial Structuring, Equities, Project Finance, Banking, Finance, Financial Advisory, Private Equity, Entrepreneurship

Education
UCLA Anderson School of Management   1995 — 1997
MBA, Finance

University of Oklahoma - Price College of Business   1987 — 1991
BBA, Accounting

Barry Rudolph Barry Rudolph San Francisco Bay Area Details
Barry Rudolph's The Presidio Group Experience March 2007 - Present
Job Executive Chairman at Hattrick Sports Group Limited
Industry Venture Capital & Private Equity
Experience
Hattrick Sports Group Limited   April 2010 - Present
The Presidio Group   March 2007 - Present
Texas Instruments, Chipcon, Figure 8   September 2002 - December 2006
Widcomm (acquired by Broadcom Corp)   June 2000 - September 2002
Chase Capital Partners  1996 - 1998
Merrill Lynch  1993 - 1996

Skills
Private Equity, Investment Banking, Investments, Equities, Telecommunications, Mergers, Technology, Software, Embedded Software, Sports Betting, Gaming Industry, Factoring, Managed Print Services, Asset Backed Lending, LBO, Mobile Applications, Mobile Technology, Casino, Real Estate Private..., Accounting, CFOs, Growth Capital, Semiconductors, Radio Frequency..., Wireless Networking, Venture Capital, Start-ups, Mergers & Acquisitions, Finance, Emerging Markets, Capital Raising, Valuation, Buyouts, Capital, Alternative Investments, Due Diligence, Private Placements, Corporate Development

Education
Harvard Business School   1999 — 2000
MBA, Finance

Macalester College   1989 — 1993
BA, Economics

Carolyn Kjerting Carolyn Kjerting San Francisco Bay Area Details
Carolyn Kjerting's The Presidio Group Experience 2001 - 2004
Job Business Operations
Industry Marketing and Advertising
Experience
SapientNitro  July 2010 - Present
Self Employed  2006 - August 2010
Kona Village Resort  2004 - 2006
The Presidio Group   2001 - 2004
The Anchor Shack   2000 - 2004
Allied Capital  1998 - 2000
Mediacopy  1997 - 1998
Banks Investment Research Inc.   1996 - 1997
Sage Clearing   1994 - 1996

Skills
Marketing, E-commerce, Digital Strategy

Education
Hofstra University
BA

Pilcher, Todd Pilcher, Todd Indianapolis, Indiana Area Details
Pilcher, Todd's The Presidio Group Experience May 2009 - August 2011
Job Product Manager at Dow AgroSciences
Industry Biotechnology
Experience
Dow AgroSciences  April 2015 - Present
Tod's Trading Company LLC   January 2014 - Present
Dow AgroSciences  November 2014 - April 2015
Dow AgroSciences  July 2014 - November 2014
University of Wisconsin-Madison  August 2012 - May 2014
Market 52   September 2011 - April 2012
Market 52 S.A.   September 2011 - April 2012
The Presidio Group   May 2009 - August 2011
Pacifc Coast Fruit Company   January 2007 - April 2009
Pacific Coast Fruit Company  August 2005 - January 2007

Skills
Fluent in Spanish, Logistics, Strategic Planning, Risk Management, Negotiation, Customer Service, Sales Management, Public Relations, Business Planning, New Business Development, Sales, CRM, Business Development, Marketing

Education
University of Wisconsin-Madison   2012 — 2014
Master of Business Administration (M.B.A.), Operations and Technology Management

Hillsdale College   2002 — 2004
BA, Bachelor of Arts, Economics; History of Economic Thought, Monetary and Investment Economics

Joe Clayburne Joe Clayburne New Braunfels, Texas Details
Joe Clayburne's The Presidio Group Experience October 2013 - Present
Job Vice President, Texas Branch
Industry Insurance
Experience
The Presidio Group   October 2013 - Present
IBTX Risk Services  January 2006 - August 2013
Insurance and Bonds, Inc.   June 1998 - January 2006

Skills
Commercial Insurance, Customer Service, Insurance, Property, Workers Compensation, Property, Liability, Property & Casualty..., Casualty, Claim, Claims Management, Commercial Lines, Legal Liability, Professional Liability, Umbrella Insurance, Underwriting, Risk Management, General Insurance, Casualty Insurance

Education
The University of Texas at Austin   1980 — 1983
Insurance and Accounting

Boerne High School   1975 — 1978

Aneel Rai Aneel Rai Layton, Utah Details
Aneel Rai's The Presidio Group Experience September 2013 - Present
Job Staff Accountant at The Presidio Group
Industry Accounting
Experience
The Presidio Group   September 2013 - Present
SentryWest Insurance Services   September 2013 - September 2013
SentryWest Insurance Services   February 2012 - August 2013
Liberty Tax Service  January 2012 - April 2012
Ministry of Education Fiji   October 2010 - December 2011
Ministry of Education Fiji   January 2006 - March 2007

Skills
Accounts Payable, Accounts Receivable, Bank Reconciliation, Paychex, Commission..., Month End Close, Journal Entries, Reports Analysis, Credit Card..., Elementary Education, Customer Service, Tax Returns, Analysis, Teamwork

Education
Brigham Young University - Hawaii   2007 — 2009
Bachelors of Science, Accounting

Fiji National University- Fiji   2004 — 2005
Certificate in Primary Teaching

Larry Redding, LUTCF Larry Redding, LUTCF Greater Salt Lake City Area Details
Larry Redding, LUTCF's The Presidio Group Experience July 2012 - Present
Job Vice President of Employee Benefits
Industry Insurance
Experience
The Presidio Group   July 2012 - Present
ABSi  June 2005 - July 2012
Intermountain Financial Group/Mass Mutual   1984 - 2005

Skills
Health Insurance, Insurance, Employee Benefits, Commercial Insurance, Disability Insurance, Workers Compensation, Underwriting, Health Savings Accounts, Property & Casualty..., Life Insurance, Strategic Planning, Marketing, Management, Brokers, Health Insurance..., Business Insurance...

Education
LDS Business College

Ricks College

DOUG EKINS, CSP DOUG EKINS, CSP Greater Salt Lake City Area Details
DOUG EKINS, CSP's The Presidio Group Experience August 2007 - Present
Job Loss Control Manager at The Presidio Group
Industry Insurance
Experience
The Presidio Group   August 2007 - Present
URS Federal Services  January 2005 - July 2007

Education
Southern Utah University   1994 — 1998
Bachelors, Biology/Zoology

Scott McLeish Scott McLeish Greater Salt Lake City Area Details
Scott McLeish's The Presidio Group Experience November 2009 - Present
Job Claims Manager at The Presidio Group
Industry Insurance
Experience
The Presidio Group   November 2009 - Present
Presidio Risk Management Services   November 2009 - Present
Continental Western Group Insurance   September 2006 - June 2008
Idaho Counties Risk Management Program   July 2001 - August 2006
Nationwide Insurance  August 1993 - February 2001
Crawford & Company  December 1990 - July 1993

Skills
Liability, Product Liability, Property & Casualty..., Professional Liability, Commercial Insurance, Workers Compensation, Commercial Lines, Insurance, General Insurance, Casualty, Claims Management, Umbrella Insurance, Subrogation, Property Damage, Litigation Management, Claim, Legal Liability, Risk Management

Education
University of Arizona   1987 — 1990
Bachelor of Science, Accounting, Business Administration

University of Arizona   1987 — 1989
BS/BA, Accounting

Adam Farrell Adam Farrell San Francisco Bay Area Details
Adam Farrell's The Presidio Group Experience January 2014 - May 2014
Job Student at University of California, Berkeley
Industry Financial Services
Experience
The Raine Group  June 2015 - August 2015
Signal Hill Capital  June 2014 - August 2014
Andover Alumni Blue Key Society   June 2012 - August 2014
The Presidio Group   January 2014 - May 2014
Silicon Valley Capital Management  May 2013 - August 2013
Associated Students of the University of California  September 2012 - June 2013

Education
University of California, Berkeley
Bachelor of Science (B.S.), Business Administration

Phillips Academy, Andover

Elizabeth Leong Elizabeth Leong San Francisco, California Details
Elizabeth Leong's The Presidio Group Experience June 2006 - September 2006
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  January 2008 - Present
The Presidio Group   June 2006 - September 2006

Skills
Asset Management, Financial Analysis, Corporate Finance, Financial Modeling, Private Equity, Venture Capital, Financial Reporting, Due Diligence, Valuation, Tax

Education
University of California, Santa Barbara   2003 — 2007
Bachelor of Arts (BA), Double Major in Business-Economics (Accounting Emphasis) and Communication

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