Experience

Policygenius

• United States
• Insurance
• 300 - 400 Employee

• Case Manager

  • May 2017 - Present



Fortis Lux Financial, a member of MassMutual Financial Group

• New Business Analyst

  • Jul 2016 - May 2017

  Daily tasks include processing investments applications: Brokerage, Managed Accts, Mutual Funds, 529 plans, Alternative Investments, Financial Planning, and Deferred Annuities, as well as service existing accts upon client request. Process securities checks for various accounts and products. Rotate reception desk duties. Provide overall admin support to financial advisors and admin staff. Daily tasks include processing investments applications: Brokerage, Managed Accts, Mutual Funds, 529 plans, Alternative Investments, Financial Planning, and Deferred Annuities, as well as service existing accts upon client request. Process securities checks for various accounts and products. Rotate reception desk duties. Provide overall admin support to financial advisors and admin staff.



Metlife Premier Client Group of New York City

• New Business Analyst

  • Jun 2007 - Jul 2016