Experience

Forefront

• United States
• Financial Services
• 1 - 100 Employee

• Director of Finance

  • Mar 2021 - Present



Neighborhood Loans

• United States
• Financial Services
• 200 - 300 Employee

• Mortgage Loan Officer

  • Jan 2022 - Nov 2022



INSURICA

• United States
• Insurance
• 300 - 400 Employee

• Account Executive - Employee Benefits

  • Mar 2020 - Mar 2021



Patra Corporation

• United States
• Insurance
• 700 & Above Employee

• Account Manager - Employee Benefits

  • Jan 2018 - Mar 2020

  Produce and present full client solutions from prospecting to close of saleCreate proposals to new and existing clientsConsultatively design health benefit strategies to optimize benefits, attract top talent, while mitigating costNegotiate insurance rates between carriers and clients on a daily basis Produce and present full client solutions from prospecting to close of saleCreate proposals to new and existing clientsConsultatively design health benefit strategies to optimize benefits, attract top talent, while mitigating costNegotiate insurance rates between carriers and clients on a daily basis



JP Griffin Group

• United States
• Insurance
• 1 - 100 Employee

• Account Manager - Employee Benefits

  • May 2017 - Jul 2017

  Produce and present full client solutions from prospecting to close of saleCreate proposals to new and existing clientsConsultatively design health benefit strategies to optimize benefits, attract top talent, while mitigating costNegotiate insurance rates between carriers and clients on a daily basis Produce and present full client solutions from prospecting to close of saleCreate proposals to new and existing clientsConsultatively design health benefit strategies to optimize benefits, attract top talent, while mitigating costNegotiate insurance rates between carriers and clients on a daily basis



Zenefits

• United States
• Human Resources Services
• 200 - 300 Employee

• Account Manager - Employee Benefits

  • 2016 - Mar 2017

  I am proud to offer my clients superb advisement while being dedicated to ensuring absolute compliance as I am a licensed insurance producer in all fifty states. At Zenefits, we are committed to making entrepreneurship easier and more accessible for everyone by using technology to unify HR processes. We help eliminate thousands of hours of paperwork, therefore enabling small businesspeople to focus less on tedious tasks and more on what matters most—running and growing their business! I am proud to offer my clients superb advisement while being dedicated to ensuring absolute compliance as I am a licensed insurance producer in all fifty states. At Zenefits, we are committed to making entrepreneurship easier and more accessible for everyone by using technology to unify HR processes. We help eliminate thousands of hours of paperwork, therefore enabling small businesspeople to focus less on tedious tasks and more on what matters most—running and growing their business!



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Account Manager- Small Business

  • 2015 - 2016

  Manage and maintain a portfolio of over 1,000 small business customers through advancedorganizational skills and ability to prioritize effectively. Created advanced spreadsheets to analyze clients current fee structures, illustrate financial changes over time; both internal and external reports. Review and analyze a company’s financial documents and tax returns to evaluate whatcredit products would be best suited and assess credit risk. Strengthen customer relationship by providing excellent customer service and quick response times. Demonstrated great leadership and team work by leading and assisting in multiple team projects to assist the management team in meeting department deadlines



Mutual of Omaha Bank

• United States
• Banking
• 300 - 400 Employee

• Senior Relationship Manager

  • 2011 - 2014

  Working closely with 40-50 accounting departments for HOA management companies to help assist them with their daily banking needs. This includes keeping a strong and positive relationship through excellent customer service and working with the customer to help grow their business. Duties include but are not limited to opening accounts, closing accounts, problem solving, retrieving past payments, setting up ACH transfers, performing wire transfers, and selling additional banking products Working closely with 40-50 accounting departments for HOA management companies to help assist them with their daily banking needs. This includes keeping a strong and positive relationship through excellent customer service and working with the customer to help grow their business. Duties include but are not limited to opening accounts, closing accounts, problem solving, retrieving past payments, setting up ACH transfers, performing wire transfers, and selling additional banking products