Experience

Linea Solutions, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Management Consultant

  • Dec 2020 - Present

• Management Consultant

  • Jan 2017 - Dec 2020

  • Demonstrate ability to lead a multi-billion-dollar organization through enterprise-wide modernization, including implementation of a new complex system platforms and business process improvements• Ability to influence key executives by delivering strategic policy decision presentations to objectively reduce or eliminate inefficiencies that hinder operations• Championing risk management strategies, conduct root cause analysis, issue management and resolution, including the tracking and close out of over 700 critical issues and actions over a 2.5-year project• Effective liaison driving seamless relationships between multinational teams, clients and vendors • Ensures operational readiness of system integration for clients and advise on best practices for pension processes. Show less



Linea Secure

• United States
• Information Technology & Services
• 1 - 100 Employee

• Sales Consultant

  • Mar 2018 - Present

  • Specialize in identifying solutions designed to protect pension and insurance funds from cyber attacks. • Develop strategic relationships and provide client services • Advise clients on continuous monitoring and improvements to meet evolving technological threats. • Specialize in identifying solutions designed to protect pension and insurance funds from cyber attacks. • Develop strategic relationships and provide client services • Advise clients on continuous monitoring and improvements to meet evolving technological threats.



Milliman

• United States
• Business Consulting and Services
• 700 & Above Employee

• Pension Analyst

  • Sep 2016 - Jan 2017

  • Analyze prepare and review data and spreadsheets • Prepare 990 and valuation reports for actuaries and clients • Review and approve pension calculations • Query system information and streamline data to other departments • Audit agency records and generate reports with findings • Submit, test and approve system change requests and Ad Hoc requests • Communicate effectively with clients and agencies • Analyze prepare and review data and spreadsheets • Prepare 990 and valuation reports for actuaries and clients • Review and approve pension calculations • Query system information and streamline data to other departments • Audit agency records and generate reports with findings • Submit, test and approve system change requests and Ad Hoc requests • Communicate effectively with clients and agencies



Steamfitters' Industry Pension Fund

• United States
• Financial Services

• Pension Administrator

  • Aug 2011 - Sep 2016

  • Interpret and implement Plan Documents and court orders • Prepare analytical reports for Executive Officers and Board of Trustees • Coordinate benefit packages with Welfare and Security Benefit Funds • Calculate pension estimates and death benefits • Conduct pension interviews with future retirees • Maintain and reconcile Fund accounts • Negotiate settlements with contractors to collect delinquent fund contributions • Coordinate and lead pre-arbitration meetings effectively to minimize legal and accounting fees Show less



First Hope Bank

• United States
• Banking
• 1 - 100 Employee

• Trust Administrator

  • Apr 2009 - May 2011

  • Manage the administration for over 45 accounts with a total of $92 million in assets • Provide clients with superior customer service and build broader relationship accounts • Develop clients through attending seminars/expos/networking events • Marshal millions in trust and estate assets for establishment of new accounts • Prepare final accountings and release waivers for council/beneficiary review • Negotiate terms of trust documents with Attorneys and Grantors and analyze provisions • Prepare investment reports on fee generation/purchase & sales for Board presentations Show less



Citi-Spaces

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Agent

  • Jul 2008 - Mar 2009

  • Generate $45,000 in sales in economic crisis by adding incentives and negotiating lower rents • Proactively engaged in networking events to build contacts and client base • Partner with Broker to plan and develop new real estate projects and achieve sales goals • Engage creative measures (virtual tours/web ads/events) to generate sales leads/clientele • Act as an effective liaison between buyers and sellers, landlords and tenants • Generate $45,000 in sales in economic crisis by adding incentives and negotiating lower rents • Proactively engaged in networking events to build contacts and client base • Partner with Broker to plan and develop new real estate projects and achieve sales goals • Engage creative measures (virtual tours/web ads/events) to generate sales leads/clientele • Act as an effective liaison between buyers and sellers, landlords and tenants