Experience

SPR Insurance Group

• United States
• Insurance
• 1 - 100 Employee

• Associate Account Manager

  • Apr 2023 - Present

  Florida, United States



Marsh

• United States
• Insurance
• 700 & Above Employee

• Senior Advisory Representative

  • Jul 2021 - Mar 2023

  New York, United States - Used risk expertise to analyze client’s current and historical exposures, develop solutions, solicit quotes, negotiate with panel markets, analyze comparisons, articulate impact of options and make recommendations to the client's team and the client - Constructed presentations and program submissions, including coverage specifications, in collaboration with Advisory colleagues - Prepared proposal components including the analysis of: pricing, coverage terms and conditions, services… Show more - Used risk expertise to analyze client’s current and historical exposures, develop solutions, solicit quotes, negotiate with panel markets, analyze comparisons, articulate impact of options and make recommendations to the client's team and the client - Constructed presentations and program submissions, including coverage specifications, in collaboration with Advisory colleagues - Prepared proposal components including the analysis of: pricing, coverage terms and conditions, services, quote comparisons, financing, commentary and recommendations. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Investment Banking Analyst

  • Jun 2019 - Jul 2019

  Texas, United States - Supported middle-market mergers & acquisition transactions and reported directly to senior management - Constructed detailed financial analyses, with senior members of the team, to value companies using discounted cash flow models and public peer company comparisons - Created key transactions materials, including offering memoranda, management presentations, and summary fact sheets, helping prospective clients evaluate proposals and market views - Helped organize different Excel… Show more - Supported middle-market mergers & acquisition transactions and reported directly to senior management - Constructed detailed financial analyses, with senior members of the team, to value companies using discounted cash flow models and public peer company comparisons - Created key transactions materials, including offering memoranda, management presentations, and summary fact sheets, helping prospective clients evaluate proposals and market views - Helped organize different Excel worksheets and updated key information regarding prospective clients Show less