Experience

International Planning Group

• United States
• Insurance
• 1 - 100 Employee

• Compliance Manager

  • Oct 2011 - Present

  Maintain policies and procedures manual. Conduct training of new employees as well as ongoing training as necessary. Review all policies with paid premium to ensure compliance with applicable laws and regulations as well as IPG policies. Conduct research is numerous countries around the world to develop solicitation processes. Maintain security of the company's CRM system. Review contracts with third parties. Maintain policies and procedures manual. Conduct training of new employees as well as ongoing training as necessary. Review all policies with paid premium to ensure compliance with applicable laws and regulations as well as IPG policies. Conduct research is numerous countries around the world to develop solicitation processes. Maintain security of the company's CRM system. Review contracts with third parties.



S Bank

• Assistant Branch Manager

  • Jun 2008 - Oct 2011

  In addition to responsibilities of Teller: Assisted Manager with day to day activities of the Main Branch. Conducted training of all new employees as well as ongoing training. Oversaw compliance procedures in line with the Patriot Act, FACTA, Reg E, etc. Provided customer service to valued customers on the teller line in addition to account opening.

• Teller

  • Jul 2002 - Jun 2008

  Conducted monetary transactions for valued customers. Settled the ATM daily. Provided customer service by phone.