Experience

• 

  acumen

  • United States
  • Insurance
  • 1 - 100 Employee

  • Director of Compliance

    • Apr 2023 - Present

    Responsible for developing, overseeing and evaluating processes to equip acumen clients with the information and resources to comply with federal, state and industry regulations and standards as it applies to their employee benefit plans and contracts.

  • Director of Operations

    • Oct 2015 - Present

    Responsible for the functional oversight of the operations, including office management, technology, facilities, and employee relations and policy. Executing the company's overall vision through strategic planning and establishing and continuously improving business practices, policies, and systems thus providing a solid value proposition to our clients. - Manage daily office operations, vendor relationships, develop and oversee standard operating procedures- Oversee the organization's Human Resource requirements and Employee Benefit Administration- Coordinate and review financial information to prioritize and direct resource allocation, budget development and management.

• 

  Transamerica

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, Agency New Business

    • Aug 2012 - Oct 2015

  • Marketing Services Project Manager, Agency Group

    • Oct 2011 - Aug 2012

• 

  Transamerica Life & Protection

  • Business Development

    • Dec 2006 - Nov 2011
• 

  Life Investors Financial Group, Inc.

  • Process Manager, AFP Project Office

    • 2004 - 2006

  • New Business Project Manager

    • 2001 - 2004

  • New Business Operations Manager

    • 2000 - 2002

• 

  Western Reserve Life Insurance Company (a Trans...

  • St. Petersburg, FL

  • New Business Processor

    • 1996 - 2000
    • St. Petersburg, FL