Director of Implementation and Operations

• Jan 2022 - Present

Vice President Of Business Development

• May 2021 - Present

Specialist TeleMed is a physician-led company that is uniquely positioned to provide telemedicine services in 24+ medical specialties for hospitals, clinics, and remote worksites globally. As a Joint Commission accredited service provider, Specialist TeleMed offers the most cost-efficient specialist access solution in the industry.

Client Partner

• Dec 2020 - May 2021

Responsible for the success of our customers, managing client’s contracts by advocating for our clients and our company while pursuing long term growth for both parties through innovative thinking and client satisfaction. Expand STC’s market share by working with current clients to meet their business needs with new products and services. Strong focus on SaaS sales. Responsible for the success of our customers, managing client’s contracts by advocating for our clients and our company while pursuing long term growth for both parties through innovative thinking and client satisfaction. Expand STC’s market share by working with current clients to meet their business needs with new products and services. Strong focus on SaaS sales.

Internal Business Consultant

• May 2019 - Dec 2020

Developed and maintained client relationships by providing superior sales support and services. Solicited John Hancock products to both English and Spanish speaking advisors by understanding their needs which lead to $10 million in net new sales in 2019. Leveraged product specialists and company resources to better serve clients and generate new leads. Leveraged data and lead projects for department initiatives to fully implement new processes and strategies. Developed and maintained client relationships by providing superior sales support and services. Solicited John Hancock products to both English and Spanish speaking advisors by understanding their needs which lead to $10 million in net new sales in 2019. Leveraged product specialists and company resources to better serve clients and generate new leads. Leveraged data and lead projects for department initiatives to fully implement new processes and strategies.

Sales And Service Specialist

• 2016 - May 2019

As a Client Services Representative, I educated investors to help them create the most efficient portfolio strategy to meet their goals. I provided exceptional customer service and achieved asset retention goals. I led process improvement projects for legacy systems across cross-site teams based in the US. As a Client Services Representative, I educated investors to help them create the most efficient portfolio strategy to meet their goals. I provided exceptional customer service and achieved asset retention goals. I led process improvement projects for legacy systems across cross-site teams based in the US.

Member

• Mar 2018 - Jan 2019

Retirement Plan Services Representative

• Jul 2015 - Aug 2016

Assist participants in all employer-sponsored plans. Assisted as the site coordinator for our Spanish speaking employees, forecasted client trends and coached teammates. Assist participants in all employer-sponsored plans. Assisted as the site coordinator for our Spanish speaking employees, forecasted client trends and coached teammates.

Financial Advisor

• Jan 2014 - Jan 2015

Built and managed a book of business of high-net worth clients. Designed strategies to meet specific client’s needs and goals. Responsible for promoting the company's products and services. Helped clients navigate through a fast changing environment. Built and managed a book of business of high-net worth clients. Designed strategies to meet specific client’s needs and goals. Responsible for promoting the company's products and services. Helped clients navigate through a fast changing environment.