Experience

SFA Partners

• United States
• Financial Services
• 1 - 100 Employee

• Operations Analyst

  • Nov 2022 - Present

  As an Operations Analyst at The Strategic Financial Alliance, I am dedicated to providing exceptional service for all activities and processes related to advisor facing systems, support and training for financial advisors and home office personnel. As an Operations Analyst at The Strategic Financial Alliance, I am dedicated to providing exceptional service for all activities and processes related to advisor facing systems, support and training for financial advisors and home office personnel.



Cape Insurance Solutions, Inc.

• President

  • Jun 2018 - Dec 2022

  Providing expertise to financial professionals and agencies in the areas of insurance sales, licensing, contracting, product distribution and cross-selling opportunities. Lines of business include life, annuities, property & casualty.

• Operations Manager & Licensed Agent

  • Apr 2012 - Jun 2018

  Provide sales support for over 150 independent financial representatives including case design, new business management, state licensing, and carrier contracting.Manage back-office employees responsible for insurance business and commissions processing.Negotiate distribution agreements and cultivate relationships with carriers and third-party marketingorganizations.Personal and commercial retail insurance sales offering auto, home, business, life, & annuities.Cultivate relationships among associated financial representatives and private client group to generate cross-selling opportunities.