Experience

PenServ Plan Services, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• Internal Wholesaler

  • Jul 2021 - Present


Palmetto Financial Consultants

• Agent

  • Oct 2015 - Present

  At Palmetto Financial Consultants we are able to offer our clients a wide variety of products and services ranging from property and casualty to financial planning to individual health plans. We are able to cater to what is important to you and your needs. Feel free to give me a call at 803-439-3797, I would love the opportunity to serve you! At Palmetto Financial Consultants we are able to offer our clients a wide variety of products and services ranging from property and casualty to financial planning to individual health plans. We are able to cater to what is important to you and your needs. Feel free to give me a call at 803-439-3797, I would love the opportunity to serve you!


Self
• Switzerland
• Business Consulting and Services
• 1 - 100 Employee
• Business Professional

  • Aug 2020 - Jul 2022


American General Insurance/New York Life/Guardian

• Insurance Agent

  • Jul 2006 - Oct 2015

  Market and sell quality life, accident, and health insurance policies to individuals and corporations Brokered largest worksite benefits case; Develop rapport and lasting relationships with clientele; thereby increasing customer referrals Inform clients of rights and regulations related to their policies Ensure clients remain compliant and assist with thorough completion of necessary forms and documents Assess client's current insurance policies and make recommendations for more beneficial options Show less



BI-LO, LLC

• United States
• Food and Beverage Services

• Assistant Manager - Customer Service/Marketing

  • Feb 2002 - Jul 2006

  Assisted in managing daily operations for entire grocery store and specific departments Supervised over 50 employees; provided leadership, support, and motivation for new and existing staff members Ensured complete coverage by planning and preparing work schedules; assigned employees to specific duties Managed the preparation of store display and sales promotions Directed scheduled inventories and ensured sufficient stock quantities Ordered merchandise and prepared requisitions to replenish merchandise on hand Reconciled cash with sales receipts; kept operating records and prepared daily record of transactions Facilitated on-the-job and formal training for incoming staff Ensured compliance of employees with established security, sales, and record keeping procedures Show less



Virtual Growth, Inc

• United States

• Accountant

  • Jul 2001 - Oct 2001

  Thoroughly performed financial reporting duties for 4 small companies with 5 to 15 employees each Communicated with clients daily to ensure their specific accounting needs were being met Conducted monthly A/R, A/P, G/L and Balance Sheet reconciliations Ensured accurate processing of each company's payroll and checks for bi-weekly bills and expenses Thoroughly performed financial reporting duties for 4 small companies with 5 to 15 employees each Communicated with clients daily to ensure their specific accounting needs were being met Conducted monthly A/R, A/P, G/L and Balance Sheet reconciliations Ensured accurate processing of each company's payroll and checks for bi-weekly bills and expenses



Westinghouse Safety Management

• Accountant

  • Jan 2000 - May 2001

  Successfully processed over $30 million in customer receipts annually Consulted with vendors on billing discrepancies and established payment schedules for invoices Completed Sales and Use Taxes for Tennessee and South Carolina Prepared detailed financial statements for review by CEO and CFO Successfully processed over $30 million in customer receipts annually Consulted with vendors on billing discrepancies and established payment schedules for invoices Completed Sales and Use Taxes for Tennessee and South Carolina Prepared detailed financial statements for review by CEO and CFO