Insurance Producer

• Dec 2004 - Present

Manage agency staff and day to day processes to ensure exceptional customer service both internal and external. Problem solve State Farm's policyholders issues. Generate 80% of sales for the agency. Conduct marketing activities during my community service involvement. Cold call leads to generate sales and appointments. Manage agency staff and day to day processes to ensure exceptional customer service both internal and external. Problem solve State Farm's policyholders issues. Generate 80% of sales for the agency. Conduct marketing activities during my community service involvement. Cold call leads to generate sales and appointments.

Senior Securities Analyst

• Dec 1997 - May 1999

Processed daily cash and securities transactions for the bank's trading accounts and for bank clients. Monitored General Ledger accruals and resolved discrepancies. Reconciled trading and cash accounts. Participate in accounting/system projects necessary to improve department function. Built and enhanced relationships with brokers, banks and municipal clients. Assisted in the preparation of the annual budget. Assisted Corporate Accounting with internal audit support. Processed daily cash and securities transactions for the bank's trading accounts and for bank clients. Monitored General Ledger accruals and resolved discrepancies. Reconciled trading and cash accounts. Participate in accounting/system projects necessary to improve department function. Built and enhanced relationships with brokers, banks and municipal clients. Assisted in the preparation of the annual budget. Assisted Corporate Accounting with internal audit support.

Senior Securities Investigator

• Dec 1991 - Dec 1997

Securities Specialist

• 1988 - 1991

Securities Cashiering Clerk

• 1986 - 1988

Commercial and Savings Teller

• 1980 - 1986