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Category: Talent

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Patrick Rees Joins Capitol Bank as Assistant Vice President Commercial Lending

Madison, WI: Ken Thompson, President and CEO of Capitol Bank, is pleased to announce the hiring of Patrick Rees as Assistant Vice President Commercial Lending. He comes to Capitol Bank with 11 years of banking experience, 7 of which he has specialized in business banking. Patrick holds a bachelor’s degree from the University of Wisconsin – Madison.

“Early in his career, Patrick has proven himself as a Commercial Lender. We are excited to add his talent to an already strong and diverse team,” said Thompson.

Currently, Patrick serves as the Community Board Chair of the Rotary Club of Madison West Towne-Middleton. He also serves as a SCORE Mentor and was formerly a United Way campaign director.

Patrick and his wife live in Middleton with their two-year-old son and two Boston Terriers. His hobbies include gardening, cooking, bowling and following all Badger sports.

About Capitol Bank: Capitol Bank, locally owned and operated since 1995, is committed to serving the communities in which we live, work and do business. We are proud of the partnerships we have established with organizations, businesses and individuals in the Dane County area. Our philosophy of community support is demonstrated at the corporate level, as well as in the time and energy our employees devote to our community each year. Capitol Bank is Member FDIC.

Photo by Richard Hurd

Tonia Gregg Promoted to Account Executive

Madison, WI – Tonia Gregg was recently promoted to account executive at M3 Insurance. Specializing in employee benefits, Tonia’s evolving role at M3 will include consulting with and advising clients on the design, implementation and management of their benefit programs based on their current and future organizational goals.

Tonia joined M3 in December of 2017 as a senior account manager, bringing with her over 15 years of experience in the health insurance industry, particularly in the area of self-funding.

In her free time, Tonia enjoys volunteering for Dodgeville area schools as a coach for her two sons’ soccer teams.

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About M3

M3 is a top 50 insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.

Photo by Richard Hurd

Nate Troyer Promoted to Account Executive at M3

Madison, WI – Nate Troyer, CIC, CPCU was recently promoted to account executive at M3 Insurance. He specializes in property and casualty insurance with a focus on manufacturing & distribution and international exposures. Nate serves as an advisor to his clients, assisting them with the design and implementation of customized coverage solutions and risk management programs.

Nate earned his Bachelor of Business Administration degree, with a double major in risk management/insurance and finance, investment and banking, from the University of Wisconsin–Madison in 2015. He joined the M3 team in June 2014 as an intern and obtained a strong foundation as an M3 account service professional before transitioning to his current position as an account executive.

In addition to his evolving role at M3, Nate currently serves as chair of the Coaches vs. Cancer Associate Board of Ambassadors.

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About M3

M3 is a top 50 insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.

Photo by Richard Hurd

Alicia Kiser Promoted to Vice President of Human Resources at M3

Alicia Kiser, MBA, PHR, has been promoted to vice president of human resources at M3 Insurance, effective January 1, 2020. In this role, Alicia leads M3’s company-wide human resources strategy including workforce development, compensation, benefits, recruiting and retention, human resources information systems (HRIS), and employee engagement work. With this promotion, Alicia becomes a member of M3’s senior leadership team and will work to develop and support M3’s strategic s.

Alicia joined M3 in April 2011 as a human resources generalist and was named M3’s director of human resources in 2017. She has been an integral part of M3’s inclusion and diversity committee and chairs the agency’s women’s business resource group.

M3’s evolving leadership structure represents continued agency growth and a commitment to building a strong infrastructure from which to serve M3’s clients while remaining independent and privately owned.

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About M3

M3 is a top 50 insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.

Photo by Richard Hurd

Brad Reitzner Named Vice President of Sales – Property & Casualty

Brad Reitzner has been promoted to vice president of sales-property & casualty at M3 Insurance, effective January 1, 2020. In this role, Brad is responsible for the overall direction, growth and development of M3’s property & casualty product line, practice groups and specializations, including account executive development and support, new business development and M3’s business insurance captive practice.

Brad joined M3 in October 2013 as an account executive, and soon expanded his role to include directing both the manufacturing & distribution and P&C captives practice groups. Prior to M3, he was a producer at TRICOR Insurance.

M3 Insurance Professional Portraits

M3’s evolving leadership structure represents continued agency growth and a commitment to building a strong infrastructure from which to serve M3’s clients while remaining independent and privately owned.

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About M3

M3 is the largest insurance broker and risk management firm in the state of Wisconsin. As a top 50 broker in America, we’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.