Portfolio
Portfolio

Portfolio Information

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Summary

Portfolio is a private company that has been in the industry for 36 years. The company currently specializes in the Automotive, Insurance Brokers, Life & Health Insurance areas. The position of the President & CEO is occupied by Brent Griggs. Its headquarters is located at Lake Forest, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Portfolio varies between 5.0M and 25M. To connect with Portfolio employee register on SignalHire.

Industries

Automotive

Headquarters Location

Employees Size

200-500 employees

Specialties

Reinsurance Management, Automobile, RV, Motorcycle and Powersport Dealers, Warranties, Vehicle Service Contracts, Ancillary Products, Professional Agents, Income Development Services

SIC Code

6411, 6321

DMA Code

Los Angeles Metropolitan Area

Founded

1989

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Subsidiary

Contact Portfolio

Organization Website

Social Links

linkedIn

Contact Email

inquiry@portfolioco.com

Phone Number

(800) 705-4001

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Ex-employees switched to
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Portfolio shows a diverse range of experience levels:
4% have been with the company for less than 1 year17% for 1–2 years23% for 3–4 years9% for 5–7 years15% for 8–10 years32% have over 11 years of service at Portfolio
Ex-employees positions
In Company
In New Company
Contact top employees from Portfolio
Jeremy Lux
Chief Executive Officer
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Jeff Davis
Vice President of Claims & Contact Center Operations
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Louis Rodophele
National Account Sales Executive
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Todd Steele
Business Analyst
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Jon Truemper
Director, Workforce Management
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Brandon Bisel
Software Developer III
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Michele Taylor
Business Analyst
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Amanda Callan
Business Development Support Specialist
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Mark Slyder
Chief Technology Officer
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Evan Malek
IT Infrastructure and Operations Director
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Nasim Vali
Director of Human Resources
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Manikanth Pandiri
Sr. Mobile Developer
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Chris Booker
Reinsurance Specialist
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John Juric
Mechanical Claims Supervisor
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Rebecca Scolari
Director of Contract Administration
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James Woolf
Business Analyst
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David Thole
System Engineer
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Laine Arida
Customer Experience Manager
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Elaina Comfort
Executive Assistant
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Joseph Gillum
Director of Product Development
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Amy Than
Director of Finance
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Paula Cunningham
Executive Assistant/Event Coordinator
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Kaci McGinnis
Contract Administrator II
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John Bibb
Senior Accountant
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Casey Van Schoyck
Chief Risk Officer (CRO)
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Josh Patterson
Software Engineer
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Ryan Dolak
Director, Strategic Projects and Planning
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Lori Hallissey
Chief Administration Officer
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Brent Griggs
Chairman of the Board of Directors
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