Ian Exelbert

COO @Siaa The Agent Alliance

Glenwood Springs, CO, US
EMAILS
i••••••••@siaa.com
MOBILE NUMBERS
+19•••••••44

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WORK HISTORY

Jan 2026 — Present

COO @Siaa The Agent Alliance

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EDUCATION

1995 — 2000

Colorado State University

Bachelor of Science, Accounting

2022

The Wharton School

CAPI

SKILLS

BankingRisk ManagementPortfolio ManagementLoansStrategic PlanningMarketing StrategyAccountingSales ManagementExecutive ManagementBusiness PlanningProcess ImprovementUnderwritingFinancial AnalysisHuman ResourcesInvestmentsBudgetsMergers & AcquisitionsLeadershipSmall BusinessCreditNegotiationInsuranceSalesManagementDue DiligenceChange ManagementBudget ProcessForecasting

ABOUT IAN EXELBERT

As the Regional President at SIAA, I am dedicated to the creation, growth, retention, and evolution of the local independent agency. With over 15 years of experience in the insurance industry, I have a proven track record of delivering results, building relationships, and leading teams across multiple agencies and alliances.My core competencies include business planning, process improvement, executive management, and negotiation. I have a Bachelor of Science in Accounting from Colorado State University and an inactive CPA. I received my CAPI credential from The Wharton School. My mission is to empower independent agents to achieve their goals and provide exceptional service to their clients. I am proud to be part of SIAA, the largest alliance of independent insurance agencies in the US.

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