Experience

IXSolutions

• United States
• Insurance
• 1 - 100 Employee

• Executive Vice President

  • Sep 2016 - Present

  IXSolutions (IX) is an employee benefits brokerage that works with companies across the country, while still providing a local service feel. IX uses employee benefits to help companies... ☑ Attract talented employees ☑ Retain talented employees We do this by... ☑ Providing more choices to employees ☑ Helping businesses save time ☑ Helping businesses save money IXSolutions also helps individuals that are under age 65 and Medicare eligible individuals find affordable coverage. Over the years we have accumulated over 2,000+ clients and several partners to accomplish our overall goal of providing affordable coverage to individuals, employees, and their families. Show less



ProVisors

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Member

  • Oct 2022 - Present



Raise

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Local Account Executive

  • Aug 2015 - Aug 2016



Oppenheimer & Co. Inc.

• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • May 2014 - Jun 2015

  • Schedule meetings and conference calls with executives of public, private, and startup companies • Contact Senior Commercial Loan Officers across the country for the Oppenheimer Multifamily Housing and Healthcare Finance Group • Set up an average of two conference calls per week for Financial Advisors • Created a calling database and mailing campaign for the Inc. 5000 list in Illinois • Help Financial Advisor use LinkedIn Sales Navigator to prospect potential clients • Created financial plans for high net worth individuals • Helped develop an asset allocation strategy for high net worth individuals • Assist with various projects from Financial Advisors Show less



DePaul Club Hockey Team

• President

  • Mar 2014 - Feb 2015

  Responsible for overseeing all the operations of the club including the budget and contracts. This is a student run organization so it is necessary to have excellent time management, organization, and attention to detail.

• Treasurer

  • Mar 2013 - Mar 2014

  Managed a budget of over $20,000 annually. Responsible for collection of member dues and making all necessary payments. This is a student run organization so it is necessary to have excellent time management, organization, and attention to detail.



Flexible Benefit Service LLC (Flex)

• United States
• Insurance
• 1 - 100 Employee

• Accounting Intern

  • Jun 2013 - Sep 2013

  Reconciled bank accounts and troubleshoot any account balance discrepancies. Assisted with Accounts Payable/Accounts Receivable. Posted daily check deposits and journal entries. Generated and distributed invoices to customers. Reconciled bank accounts and troubleshoot any account balance discrepancies. Assisted with Accounts Payable/Accounts Receivable. Posted daily check deposits and journal entries. Generated and distributed invoices to customers.



Flexible Benefit Service LLC (Flex)

• United States
• Insurance
• 1 - 100 Employee

• Sales Intern

  • 2009 - 2013

  Reached out to brokers via phone and email to inform them of new products available in the marketplace that Flex was able to assist them with. I built a sales script and cadence to follow and logged all activity in notes in the CRM. Reached out to brokers via phone and email to inform them of new products available in the marketplace that Flex was able to assist them with. I built a sales script and cadence to follow and logged all activity in notes in the CRM.