Experience

Qualer Asset Management

• United States
• Software Development
• 1 - 100 Employee

• Business Development Manager

  • Oct 2022 - Present



Transcat

• United States
• Computers and Electronics Manufacturing
• 300 - 400 Employee

• Strategic Account Manager

  • Jun 2021 - Oct 2022

  - Ensures overall exceptional customer satisfaction is being delivered in order to strengthen and grow the business relationship- Establish and maximize successful relationships with new and existing enterprise clients - Responsible for individually contributing, mentoring, and guiding internal teams to produce sales results through collaborative selling

• Customer Success Manager

  • Jun 2020 - Jun 2021



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Renewal and Retention Account Manager

  • Nov 2018 - Jun 2020

  - Initiate calls with clients providing updates on relevant insurance specific topics, administrative services, and to proactively assess clients current needs - Leverage knowledge and market relationships to offer competitive alternative solutions to current clients as well as ensure existing coverage is matching clients constant changing circumstances. - Works as a liaison between client and Insurance Carrier/GA to ensure the highest level of customer service is provided. - Works as a liaison between internal Paychex departments to ensure the highest level of customer service across product lines. - Develop a strong working knowledge of my clients business to ensure the ability to offer suggestions in coverage before the potential for a loss arises. Show less



Russell Bond & Co., Inc.

• United States
• Insurance
• 1 - 100 Employee

• Production Underwriter

  • Jul 2015 - Nov 2018

  - Production of new and renewal business, development of new clients, and development of market relationships. - Build and maintain relationships with Russell Bond clients by providing best-fit solutions to their needs. - Provide accurate, prompt, and efficient service to clients - Production of new and renewal business, development of new clients, and development of market relationships. - Build and maintain relationships with Russell Bond clients by providing best-fit solutions to their needs. - Provide accurate, prompt, and efficient service to clients



Citi

• United States
• Financial Services
• 700 & Above Employee

• Associate Transaction Services Analyst 2 - Client Onboarding - Sales

  • Feb 2015 - Jul 2015

  Partner with Accounts Control team to ensure all regulatory client reviews are thoroughly performedParticipate in initiatives to improve the client and account management processServe as client liaison during onboarding process to ensure timely account creation and ultimate customer satisfactionLeverage internal data with external research to target appropriate services that best meet client need

• Associate Transaction Services Analyst 2

  • Jan 2014 - Feb 2015

  Monitored payment platforms looking for potential violations of US sanctionsConducted thorough investigations involving possible US sanctions/Anti-Money Laundering matchesCommunicated with clients to obtain additional details required for potential sanctioned paymentsResponsible for managing high volumes of open cases at a given time and generating up to date reports for managementCoordinated among differing teams to determine proper course of action with regards to payment processing Show less



Niagara National Inc.

• Insurance
• 1 - 100 Employee

• Property and Casualty Broker

  • Mar 2012 - Dec 2013

  I use my past experiences working in the hospitality industry to specialize in the Food and Beverage arena. I have the working knowledge of day to day operations of a restaurant and bar to understand the complications which you deal with on a daily basis. In addition to the food and beverage industry I have developed a strong working knowledge of greenhouses, nurseries and growers. I have had success utilizing my specialty markets to help a number of local business fill important coverage gaps. Areas of Expertise Include: Business Insurance/Commercial Insurance Restaurants and Bars Liquor Liability Important Knowledge of the Day to Day Operations on the Hospitality Industry Retail and Wholesale Liquor and Beverage Stores Retail and Wholesale Nurseries/ Greenhouses and Growers Show less



New York State Senate

• United States
• Government Administration
• 500 - 600 Employee

• Legislative Aide

  • Feb 2009 - Dec 2010

  Constituent Liasion Constituent Liasion



The Walt Disney Company

• United States
• Entertainment Providers
• 700 & Above Employee

• Main Street Daily Operations

  • Aug 2004 - Nov 2008

  Perpetuate positive interaction with guests while preserving accommodative and orderly environment Manage traffic flow of guests during various shows and parades Perpetuate positive interaction with guests while preserving accommodative and orderly environment Manage traffic flow of guests during various shows and parades