Management:
This team has the experience and commitment to enable the company to quickly develop
an infrastructure supporting rapid national growth. Key leadership positions include:
Brett Monello - Chief Executive Officer
Mr. Monello is responsible for setting and executing company strategy. He has been
involved in bringing innovative technology-based products and services to market
for more than 20 years across a broad array of industries. Mr Monello has held high-level
marketing, sales, operations and general management positions with both established
firms such as Silicon Graphics Computer Systems and Pixelworks, and with start-up/development
stage companies including Mobilian, NaturalPoint, and Audio-Mojo. He holds a degree
in Economics and Psychology from Stanford University and an MBA from the Harvard
Business School.
R. Jay Lewis III - Executive Vice President
Mr. Lewis is responsible for directing business development, particularly focused
on affinity groups and carriers. He has 35 years of insurance brokerage experience,
with local, regional and national executive roles in management and sales with Marsh,
Aon and Willis. Over the past 20 years he has served on the boards of two local
Oregon hospitals, a physician’s PPO and a major hospital system. He currently
serves on the board of Trillium Family Services, a large Oregon children’s
mental health services provider.
Shari Marshall - Chief Financial Officer
Ms. Marshall is a CPA whose career began with Arthur Andersen. She comes to Concero
with over 15 years contracting in Controller and CFO positions. Ms. Marshall has
specialized in serving in those roles on behalf of small but growing companies that
do not need a full-time CFO. At the appropriate stage of company growth, she has
assisted in the search for a full-time, permanent CFO. Prior to Concero, she performed
these functions for growing companies in manufacturing, equity fund management,
property management and real estate development.
Terri McClelland - Senior Vice President, Implementation and Customer Service
Ms. McClelland is responsible for implementing Concero’s web-enabled portal technology
and providing quality account management services to our customers. She and our
team of implementation consultants work closely with customers to define business
requirements, revise business processes, and configure Concero's portal software
to support their business requirements. The customer service team manages the daily
processing and communications with our customers. A seasoned management consultant
and high technology professional, Ms. McClelland has held management positions at
Deloitte & Touche, Sequent Computer Systems, and WebCriteria, Inc.
Robin Ramsey - Vice President, Technology
A programming and systems professional for over 25 years, Mr. Ramsey has been working
with Concero since 2001. Mr. Ramsey has been developing and adapting innovative
technology for many sectors of insurance for most of his professional career. He
is responsible for application and systems architecture for the Concero Platform.
His background as a an Application Consultant with Cotelligent, and Vice President,
Worksite Marketing with the Laughlin Group of Companies complements the management
team.
Maureen Mader - Director, Implementation Services
Ms. Mader is responsible for the planning and implementation of new distribution
and carrier partners at Concero. She is a seasoned consultant in designing processes
and implementing significant operational improvements for large healthcare organizations,
including Big 5 consulting experience.
Kip Larson - Senior Director, ePR.Live
Mr. Larson is responsible for managing Concero's ePR.Live product line, a web-enabled
fringe benefit and payroll reporting technology. Providing guidance for the growth
of the technology and product line, Mr. Larson is the principal connection point
for new and established clientele. Since 2006, he has worked closely with customers
and partners to define reporting requirements, revise business processes, and configure
the ePR.Live solution to support customer needs. As one of the few industry leaders
during the primordial years of web-enabled benefit reporting, Mr. Larson is unique
to this marketplace having launched functional web-based reporting across multiple
trades for a variety of technology companies. He has held management positions at
Associated Administrators, Inc., Orange Consulting, and LCS, LLC and is currently
a member of the International Foundation of Employee Benefit Plans.