Experience

CAP COM Federal Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Senior Member Relationship Officer

  • Sep 2021 - Present

  United States



Bank of America

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • Feb 2016 - Sep 2021

  Albany, New York Area



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Sep 2015 - Dec 2015

  Latham, New York Help people create and plan over a lifetime of financial security for themselves and their families. By advising them on Risk Management, Wealth Accumulation, and Wealth Preservation and Distribution. We specialize in Personalized Financial Planning, Asset and Income Protection, Education Funding Solutions, Retirement Planning, Business Planning, Employee and Executive Benefits.



Progressive Insurance

• United States
• Insurance
• 700 & Above Employee

• Claims Compliance Team Lead

  • Nov 2007 - Sep 2015

  Albany, New York Area



MetLife

• United States
• Insurance
• 700 & Above Employee

• Medical Claims Representative

  • Jul 2004 - Nov 2007

  Albany, New York Area



SEFCU

• United States
• Banking
• 200 - 300 Employee

• Assistant Manager

  • Jan 2004 - Jul 2004

  Albany, New York Area Managed 6-12 individuals including member and financial service representatives. Directed workflow. Motivated employees to work as part of a team, provide excellent customer service and achieved sales goals. Advised members on bank products and guided them to products to best suit their individual needs.



Suffolk County National Bank

• United States
• Banking
• 1 - 100 Employee

• Financial Service Supervisor

  • Jan 2002 - Nov 2003

  Montauk, NY Managed teller line of 6-8 individuals. Motivated employees to provide excellent customer service, while maintaining accuracy and productivity. Worked closely with branch manager to ensure branch sales goals were met.