Experience

WizdomOne Group

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Aug 2014 - Present

  The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a timeless concept. Your advisor should work for you, not for the carrier. Our innate philosophy is a focus on you - the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients. Today, the WizdomOne Group includes: •WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm •WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs •WizdomCare Senior Solutions - a full-service Medicare plans agency At the WizdomOne Group we could also place emphasis on our years of experience and try to impress you with our affluent client base. Of course we could…but what would that have to do with what is truly important to you? It really would not be wize. At the WizdomOne Group our never ending focus is on helping, both business owners and professionals, be better prepared to meet the constantly changing needs of their companies and their personal lives with experience, attention to detail and innovative thinking. " Smart Advice for the Risks and Benefits of Life " Show less



WizdomTree Benefit Solutions Inc.

• United States
• Insurance
• 1 - 100 Employee

• Operations Manager

  • Apr 2011 - Present

  The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a timeless concept. Your advisor should work for you, not for the carrier. Our innate philosophy is a focus on you - the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients. Today, the WizdomOne Group includes: •WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm •WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs •WizdomCare Senior Solutions - a full-service Medicare plans agency At the WizdomOne Group we could also place emphasis on our years of experience and try to impress you with our affluent client base. Of course we could…but what would that have to do with what is truly important to you? It really would not be wize. At the WizdomOne Group our never ending focus is on helping, both business owners and professionals, be better prepared to meet the constantly changing needs of their companies and their personal lives with experience, attention to detail and innovative thinking. " Smart Advice for the Risks and Benefits of Life " Show less


Motorola Solutions
• Software Development
• 400 - 500 Employee
• Patent Operations Paralegal

  • Sep 2005 - Apr 2011

Kramer Levin Naftalis & Frankel LLP
• United States
• Law Practice
• 500 - 600 Employee
• Legal Secretary

  • Sep 2001 - Oct 2004