Experience

NPF Investment Advisors
• United States
• Investment Management
• 1 - 100 Employee
• Systems and Data Analyst

  • May 2023 - Present


Corewell Health

• Hospitals and Health Care
• 700 & Above Employee

• Medical Group Financial Analyst

  • Jul 2022 - May 2023

  • Analyzed performance for all Medical Group physicians by comparing monthly production to industry standard metrics based on specialty and time spent working in a clinical role. • Tracked cost center procedure coding against industry benchmarks to evaluate coding performance. • Evaluated cost center visits, production, and all balance sheet line items for 50+ cost centers. • Generated and maintained 44 monthly reports and 9 journal entries in a double-sided accounting system during month close. Distributed and presented reports to Operations Directors, VPs, and Chief Medical Directors. • Performed maintenance on SQL queries and proposed improvements to financial data structure through information system mapping. • Recommended the implementation of automated Python scripts to increase financial data integrity, streamline data processing, and reduce manual Excel workload by an estimated 42 hours per month. Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President; Merrill Financial Solutions Advisor

  • Mar 2022 - Apr 2022

  • Analyzed clients’ incomes and expenses to determine magnitude of positive or negative cash flow.• Uncovered client assets and liabilities to create a current baseline of their balance sheet.• Discovered client’s short-term and long-term financial goals and prioritized next steps based on balance sheet and cash flow.• Presented savings and investment plans available to the client based on current financial picture to assist client in reaching their goals.• Matching the plan I put in place, I provided banking products to reduce the cost of liabilities and more competitive investing products to improve my client’s assets when appropriate. Show less

• Financial Solutions Advisor

  • Mar 2020 - Apr 2022

  • Secured Series 7 & Series 66 licensure in first testing attempt (SIE – Nov 2020, Series 7 – Dec 2020, Series 66 – Jan 2021)• Shortly after hiring date, transitioned to interfacing with dozens of Bank of America small business loan account holders via Salesforce ticketing system in support of federal Paycheck Protection Program loan processing during the COVID-19 pandemic (March 2020 - May 2021)• Conducted detailed analysis of PPP applications and documentation (tax filings, income statements, bank statements) to identify fraud and process loans quickly and efficiently.• Developed preliminary ADP business plan to identify target markets and tools for lead generation.• Expanded knowledge of financial markets and investment vehicles through independent research.• Passed proficiency assessments for presentation, product knowledge, and communication skills.• Sought to understand my client’s needs while working through my sales process in a timely manner.• Performed proactive client outreach to maintain as well as grow existing relationships. Show less



Turney Financial Group, LLC.

• United States
• Investment Banking

• Account Manager

  • Jan 2019 - Oct 2019

  Coordinated communication between clients and a wide range of financial institutions during the money transfer process for new issuing policies and premium for existing policies. • Tracked weekly, monthly, and yearly sales production and formulated projections for 3 agents using Excel. • Analyzed seminar attendance and created metric to measure profitability of each seminar location to include in weekly reports. • Performed administrator duties to manage CRM system and generate comprehensive client lists for events and mailers. • Improved on public speaking and presentation skills by performing opening remarks at multiple seminars per week. • Utilized sales techniques to increase number of initial appointments scheduled at each seminar by converting “No’s”. Show less

• Intern

  • Jun 2018 - Aug 2018

  • Learned effective sales techniques by observing a top agent and MDRT member with 28 years of insurance and annuity sales experience. • Automated client and account record creation using custom VBA programming to improve day-to-day efficiency. • Provided supreme customer service by confirming seminar reservations, scheduling appointments, and assisting with client event organization. • Managed policy books of all clients to maintain compliance with delivery records and provide detailed account summaries. Show less



Twin City Prospects Baseball and Softball Training

• Instructor

  • Nov 2012 - May 2014

  • Showed strong leadership and communication skills in instructing kids ranging from six to thirteen years old in the basic and advanced fundamentals of baseball. • Assessed needs of athletes to understand what they needed to work on as well analyzed the feedback they demonstrated. • Planned lessons to help specific individuals and entire groups of 50 improve on their abilities and used the ability to review on previous sessions. • Showed strong leadership and communication skills in instructing kids ranging from six to thirteen years old in the basic and advanced fundamentals of baseball. • Assessed needs of athletes to understand what they needed to work on as well analyzed the feedback they demonstrated. • Planned lessons to help specific individuals and entire groups of 50 improve on their abilities and used the ability to review on previous sessions.



NCP Coatings, Inc.

• Maintenance

  • Oct 2012 - Nov 2012

  • Practiced efficiency and patience by completing the task of painting walls and floors in four buildings in a timely manner. • Showed ability to self-start by going above and beyond with landscaping of the facility. • Helped maintain a clean work environment. • Practiced efficiency and patience by completing the task of painting walls and floors in four buildings in a timely manner. • Showed ability to self-start by going above and beyond with landscaping of the facility. • Helped maintain a clean work environment.