Experience

OneTeam Financial

• United States
• Financial Services
• 1 - 100 Employee

• Partnership Development, Managing Director

  • Jul 2019 - Present

  Cranford, New Jersey I manage the firm’s client relationship activities, employee development, and build relationships with strategic partners to continue growing our firm’s presence and service offerings throughout our community. As part of the leaderhship team, I am an innovator, motivator and communicator inspired to achieve excellence. I focus on strategic partnership development and am results driven. I coordinate frequent educational events in both live and virtual formats for our subject-matter specialists… Show more I manage the firm’s client relationship activities, employee development, and build relationships with strategic partners to continue growing our firm’s presence and service offerings throughout our community. As part of the leaderhship team, I am an innovator, motivator and communicator inspired to achieve excellence. I focus on strategic partnership development and am results driven. I coordinate frequent educational events in both live and virtual formats for our subject-matter specialists to provide timely content to membership groups, civic organizations, financial professionals and others in need of holistic financial planning expertise. Show less



National Social Security Partners LLC

• United States
• Investment Management

• Director of Marketing And Business Development

  • Jun 2019 - Jun 2020

  Bridgewater, New Jersey Overall management of all strategic and operational marketing and client relationship activities



NJ PURE

• United States
• Insurance
• 1 - 100 Employee

• Director of Networking and Client Services

  • May 2017 - Dec 2018

  -Oversaw Sales and Marketing Department with direct sales and business development functions -Analyzed sales piplelines and trends to forecast and develop quarterly sales goals -Cultivated relationships with physicians and industry professionals to educate on the process of obtaining medical professional liability insurance -Ensured high level of communication and collaboration with other departments especially underwriting and loss control risk management -Lead on selecting… Show more -Oversaw Sales and Marketing Department with direct sales and business development functions -Analyzed sales piplelines and trends to forecast and develop quarterly sales goals -Cultivated relationships with physicians and industry professionals to educate on the process of obtaining medical professional liability insurance -Ensured high level of communication and collaboration with other departments especially underwriting and loss control risk management -Lead on selecting, evaluating and managing event venues, develop innovative educational workshops -Participated in the claims review panel and attended medical malpractice trials Show less


Event Planning
• Events Services
• Event Planner and Strategist

  • Jan 2009 - May 2017


New Jersey Attorney General's Office

• United States
• Government Administration
• 200 - 300 Employee

• Senior Investigator

  • Mar 1999 - May 2017

  Led and conducted comprehensive, complex medical and provider related professions. Specialized in insurance fraud, patient care and abuse, complex healthcare fraud, unlicensed practices, sexual misconduct, investigations involving home health aide industry, imposter cases, pharmacy inspections, prescription drug misuse.