Bio
Experience
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Insurance
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700 & Above Employee
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THG Board Governance Liaison
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Jul 2023 - Present
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Program Manager, University Relations
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Oct 2019 - Jul 2023
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Executive Assistant to the EVP, Chief Human Resources Officer
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Jul 2018 - Oct 2019
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Executive Assistant to SVP, Human Resources
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Oct 2014 - Jul 2018
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Conference & Travel Specialist
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Jun 2013 - Oct 2014
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Executive Assistant to President, P&C Companies
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May 2010 - May 2013
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Community Relations Manager
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Jan 2008 - Apr 2010
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Executive Assistant
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Sep 2006 - Dec 2007
Duties Include partnering with the SVP Corporate Development & Strategy and supporting the SVP, CFO P&C Companies
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Investor Relations/Rating Agency Coordinator
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Feb 2004 - Sep 2006
Duties included partnering with the SVP, CFO P&C Companies and the VP, Investor Relations to help drive efficiency and effectiveness of both functions.- Coordinated the Press Release and Quarter Conference Call Process- Managed all vendor relationships for the Investor Relations Area- Managed the process of meeting with outside investors and analysts and our annual update meeting with the street - Managed all administrative responsibilities for both area i.e. phone, calendar, travel, staff records and mail- Prepared PowerPoint Presenations for both internal and external meetings - Coordinated the budgeting and expense management process for both executives- Coordinated the annual review and goal process for both executives and their staff
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Office Manager, VeraVest Investments
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Jul 2003 - Feb 2004
Partnered with the CEO and worked closely with his Senior Management Staff. Managed the Administrative affairs of the organization. Supervision and coordination of 9 administrative assistants. Point of contact for all communications to branch operations and home office staff.
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Assistant Brokerage Manager, VeraVest Investments
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Mar 2003 - Jun 2003
Supported the Brokerage Managers with their territories and sales responsibilities including interaction with advisors, wholesalers, underwriting, licensing, commissions processing and advanced sales leads. Followed up with field advisors on their weekly activity and generated illustrations fro term and universal life insurance for them.
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National Sales Coordinator, Allmerica Select
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Feb 2001 - Feb 2003
Assisted the National Sales Manager in the management of wholesaler staff. Duties included budget control, scheduling, meeting planning and monthly sales requirements, travel arrangements and expense processing. Planned and coordinated all Quarterly Regional and National Wholesaler Meetings for organization.
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Sales Administration Manager, Allmerica Select
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Aug 2000 - Feb 2001
Responsible for meeting planning, marketing and product launch mailings, management of fulfillment stock and wharehouse, and broker service issues. Managed a 3 person staff.
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Client Services Analyst, Allmerica Financial
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May 1999 - Jul 2000
Organized and facilitated professional development for customer service represenatives, monitored quality and timeliness of calls and created and administered monthly reports. Served as Allmerica Financial's liason with Dalbar, Inc, a service benchmarking company.
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Correspondence Coodinator, Allmerica Financial
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Nov 1997 - Apr 1999
Responsible for producing all outgoing correspondence for Client Services Department. Achieved and maintained a consistent 5-day turnaround time for 99% of all correspondence requests received. Recognized for Exceptional Mail Quality by Dalbar, Inc. Tracked correspondence volumes, research volumes, and assisted in root-cause analysis of Client Services corrections.
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Avidia Bank
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Westborough, MA
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Now & EFT Representative, Westborough Savings Bank
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Nov 1993 - Oct 1997
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Westborough, MA
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Education
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2007 - 2009Becker College
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