Bio
Credentials
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California Notary Public
State of CaliforniaJan, 2009- Apr, 2026
Experience
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Accounting Admin
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Jan 2007 - Present
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Anaheim, Ca
Hayward, Tilton & Rolapp Insurance Associates, Inc., established in 1923, is one of the finest independent insurance agencies in California . Our continual growth results from our commitment to provide innovative, comprehensive and affordable risk management solutions for commercial and personal clients worldwide. Decades of service enable us to offer excellent and comprehensive coverage to meet every risk management need. Licensed in all states with offices throughout the United States.
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President, Young Professionals Chapter
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Jun 2011 - Jun 2012
The Network of Vertafore Users (NetVU) is an independent, national member organization committed to providing industry advocacy, world-class education, and networking for its 15,000 independent insurance agency members. NetVU’s members are independent insurance agencies that use the technology solutions of Vertafore.
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The Richards Group
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Huntington Beach, CA
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Budget Coordinator
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Jul 2006 - Jan 2007
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Huntington Beach, CA
- Supported Hyundai Motor America on a regional and national level- Tracked and reconciled new job estimates for printing and broadcast of new programs and promotions- Created and released monthly reports to client's regional offices that entailed number of cars delivered to each dealership, advertising and promotions budget for each dealership, and reimbursement of dealer advertising spending- Reconciled advertising and promotional program invoices and billed the national client
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Alliant Insurance Services
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Newport Beach, CA
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Benefits Coordinator
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Oct 2004 - Jun 2006
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Newport Beach, CA
- Processed monthly check requests and client billings- Responsible for tracking producer commissions through the accounting system- Attended client open enrollment events- Organized the details of special events, travel arrangements, corporate agendas, and itineraries, including budgets and invoicing- Reviewed and verified client contracts- Assisted in the implementation of new business
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The Green Parrot Cafe
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Santa Ana, CA
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Bookkeeper
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Nov 2004 - Nov 2005
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Santa Ana, CA
- Audited all vendor and customer accounts- Reconciled all financial accounts monthly- Compiled all financial statements and reports for owners- Improved and implemented the reorganization of the vendor filing system- Produced all payroll checks and reports- Scheduled the payments of all outstanding invoices- Applied and prepared all deposits
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Morrow-Meadows Corporation
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City of Industry, CA
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Accounts Payable Clerk
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May 2001 - Sep 2004
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City of Industry, CA
- General accounting functions that included accounts payable and data entry into the accounting system- Improved and implemented the reorganization of the payroll filing system- Organized and tracked all general ledger invoices
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None
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1900 - 1900
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Education
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2006 - 2006State of California, Life Insurance License
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Chaffey College
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References
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