CoPower Management Team


Our management team has extensive experience in all areas of employee benefits including planning, implementation, and administration. Our team extends your reach by providing you with administrative and product expertise that reduce your costs and your administrative hassles.

Becky Patel

Becky Patel
CEO/President

LinkedIn

Becky provides the vision that fuels CoPower’s growth. She is dedicated to linking brokers and employers with services that would significantly reduce their benefit paperwork and enhance their insurance benefits. With over 25 years of experience in the industry, Becky is attuned to the changing needs of employers and their employees, determined to provide products and services that will fit the current market.


 

Jeff Grocky

Jeff Grocky
Director of Marketing

LinkedIn

Jeff Grocky is Marketing Director for CoPower. He has a history of bringing technology and creativity together to lead highly successful marketing campaigns and data-driven strategies. He excels at keeping companies on brand and bringing their stories to life in an authentic way that resonates with targeted audiences. He builds robust inbound marketing programs that turbocharge the sales pipeline. Jeff is skilled at SEO, Ecommerce/Online Sales Optimization, Digital Advertising, Web Analytics, Social Media marketing, iOS Development, Web Development, Graphic Design, and Customer Relationship Management (CRM). Previously, Jeff was the Marketing Director for Input 1 in Woodland Hills, CA, a leading provider of P&C billing & payments software and services. Using his business acumen, Jeff worked with investment banking firm, The Sage Group, in preparing several companies for sale. Jeff brings his entrepreneurial spirit as cofounder of Switch (joinswitch.com), a fine jewelry subscription service and founder of Lovtap.com, a non-profit micro-donation app. He is a graduate of Michigan State University. He has been active with The Bay Foundation. Jeff lives with his wife in Santa Monica and has a passion for golf, travel and the great outdoors.


 

Kevin Timone

Kevin Timone
Senior Vice President of Sales

LinkedIn

Kevin Timone was the Chief Sales Officer of Orange, California-based CHOICE Administrators, the nation’s leader in developing and administering group employee-choice health insurance exchanges. His responsibilities included all new sales, retention and group underwriting for America’s longest-standing small group private exchange, CaliforniaChoice, as well as Choice Builder, One of the nation’s first ancillary benefits exchange. Timone is active in state and national trade organizations, and he generously donates time and funds in support of local and national charities. Kevin serves as board President of nonprofit Providence Speech and Hearing. He and his wife Alyssa, and daughters Madison and Taylor reside in Granite Bay and are active participants in the community. They spend their weekends enjoying the outdoors and watching the girls play sports!


 

Dan Frey

Dan Frey
General Manager

LinkedIn

Dan has been active in the health insurance industry for more than 30 years. He began his career in New York with New York Life Insurance Company. Upon relocation to California, Dan provided executive leadership to an Orange County-based Third Party Administrator for 20 years. During that time, he developed his relationship skills with carriers, brokers and general agencies, as well as specialty and support companies. Dan’s professional experience includes both operations and sales, and spans various market segments. These include Individual, Small Group, Mid Market and Large Group, with life, health and disability coverages. Dan is a licensed broker, and has held sales positions with PacAdvantage, a small group exchange, and United Healthcare, where he sold large groups with thousands of members. Dan has also provided consulting services to public exchanges and Third Party Administrators. In his current role as CoPower’s General Manager, Dan will work to optimize the technical and human resources of the company in order to provide valuable and efficient products and services to its customers. Dan will work closely with CoPower’s sales staff to ensure that the company continually has the pulse of its broker partners, and its employer and member customer base.


 

Dan Frey

Fatima Valles
Customer Service & Operations Supervisor

LinkedIn

Fatima has demonstrated leadership in high profile companies including Bare Escentuals, United Airlines, and Comcast. She has a strong track record of leading high-performing teams in sales, operations, and customer service. Fatima creates strategies that drive productivity, efficiency, and sales growth. Since joining CoPower in 2015, she has been instrumental in managing customer success and new business departments while supporting external carrier and vendor relationships. She supports daily operations by collaborating with IT and Sales departments to continuously improve the processes that affect the customer experience. Throughout her career, Fatima has been dedicated to integrity and accountability. She respects and values the vision of the company as well as the diverse ideas and contributions of all employees. She believes in leading by example.


 

Chad Myers

Chad Myers
IT Development Director at CoPower

LinkedIn

Chad Myers serves as the Director of IT Development for CoPower, where he is responsible for leading our software development team. He is reshaping our entire software development process while bringing a new focus on delivering value to our customers. Chad has been leading development teams and guiding technology efforts at companies for over 25 years in various fields ranging from finance to streaming media. Over the years he has worked to transform many organizations by accelerating the delivery of tools to both employees and customers. In 2008 he was able to bring national attention to Operation Homefront, a nonprofit serving the families of deployed service members, by developing the Webby Award winning website CinCHouse.com. Most recently Chad had been working in the cyber security realm by leading the Vulnerability Scanning team for BeyondTrust Software, a leader in field of both vulnerability and privileged access management.