Regional Wholesaler - Broker Dealer Channel (Indiana, Southern Illinois)

• Dec 2022 - Present

Internal Wholesaler - Broker Dealer Channel (CA, NV, HI)

• Jan 2021 - Dec 2022

Internal Sales Specialist

• Mar 2020 - Jan 2021

- Actively support Regional Vice Presidents and Internal Wholesalers across all channels and regions. - Provide superior customer service while assisting Agents and Distributors with Product/Sales questions. - Accurately produce and distribute illustrations upon request to Agents/Marketers in a timely manner. - Deliver sales presentations aligning with sales initiatives. - Continuously strive for growth and knowledge within the Annuity and Insurance industry.

Audit Associate

• Sep 2018 - Mar 2020

Audit Intern

• Jan 2016 - Apr 2016

Assigned to multiple client assignments, in which I provided external audit services similar to that of a first year staff accountant. Expanded my analytical skills through performing substantive testing on asset and liability accounts, tying out 10-K financial statements, and evaluating control risks of the client. Assigned to multiple client assignments, in which I provided external audit services similar to that of a first year staff accountant. Expanded my analytical skills through performing substantive testing on asset and liability accounts, tying out 10-K financial statements, and evaluating control risks of the client.

Customer Service

• May 2015 - Aug 2015

- Scheduled field service dispatch appointments and correlated the times and dates to the technician and customers - Maintained accurate and up to date records for claims - Communicated with customers and technicians over the phone to resolve product & service issues - Scheduled field service dispatch appointments and correlated the times and dates to the technician and customers - Maintained accurate and up to date records for claims - Communicated with customers and technicians over the phone to resolve product & service issues