Experience

• 

  Goosehead Insurance Agency

  • Agency Owner

    • Jan 2021 - Present

• 

  Allstate/Risley Financial

  • Ocean View, New Jersey

  • Licensed Sales Producer

    • Nov 2013 - Present
    • Ocean View, New Jersey

    Licensed Property and Casualty, and Life and Health Producer.

• 

  Allstate

  • Licensed Sales Producer

    • Nov 2013 - Dec 2020

• 

  Michael Lavelle's State Farm Agency

  • Penndel, Pennsylvania

  • Licensed Sales Producer

    • Feb 2013 - Nov 2013
    • Penndel, Pennsylvania

    Licensed Property and Casualty and Life and Health Producer

• 

  Fox Chase Cancer Center

  • Greater Philadelphia Area

  • Grants Specialist

    • 2009 - 2011
    • Greater Philadelphia Area

    Created pre-award budgets and budget justifications for over 145 Fox Chase Cancer CenterFCCC) Principal Investigators. Prepared financial analysis for proposed laboratory projects and research. Assisted Investigators with submission of annual progress reports for all funded grants.

• 

  New Jersey Hospital Association

  • Princeton, NJ

  • Program Manager

    • 1995 - 2008
    • Princeton, NJ

    Provided consultation to non-profit organizations that applied for grants under The Robert Wood Johnson Foundation Local Funding Partnerships program and The New Jersey Health Initiatives program.Provided technical assistance to applicants and monitored the financial status of 120 active grantees under two Robert Wood Johnson Foundation national programs.Negotiated budgets, reviewed financial reports, contracts, and requests for budget revisions.Prepared and monitored office operational budget totaling $1.5 million.Supervised administrative, operations and technology staff.Conducted workshops on budgeting, reporting, and grant writing.

• 

  Robert Wood Johnson Foundation

  • Princeton, NJ

  • Financial Analyst

    • 1987 - 1995
    • Princeton, NJ

    Monitored 250 active grants comprised of a total of 12 national programs.Reviewed proposals and negotiated budgets of applicants to ensure compliance with Foundation policy and procedures. Ensured that resources budgeted were adequate and would aide the grantee in the successful development and implementation of their program. Provided ongoing monitoring and technical assistance to applicants and grantees through telephone consultation, workshop presentations and written correspondence.

• 

  State of New Jersey, Departments of Community Affairs and Treasury

  • Trenton, NJ

  • Project Specialist

    • Jan 1985 - Jan 1987
    • Trenton, NJ

    Provided technical assistance and consultation to local governments throughout the State. Analyzed departmental operations, statistical data, management and administrative practices to