Experience

What's A Mortgage

• United States
• Loan Brokers
• 1 - 100 Employee

• Loan Expert

  • Jun 2023 - Present



Freedom Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Chief Operations Officer

  • Oct 2021 - Present

• Account Manager

  • Nov 2019 - Oct 2021



Gold Standard Mortgage CFLL# 60DBO44102

• United States
• 1 - 100 Employee

• Mortgage Loan Originator

  • Sep 2021 - May 2023

  Remote



Fess Parker Wine Country Inn & Spa

• United States
• Hospitality
• 1 - 100 Employee

• Food and Beverage Specialist

  • Mar 2017 - Nov 2019

  Los Olivos, California, United States



HUB International Canada

• Canada
• Insurance
• 300 - 400 Employee

• Account Manager & Promotional/Advertising Coordinator

  • Feb 2014 - Oct 2016

  Santa Barbara, California Area Maintain the role of Commercial Lines Account Manager in servicing commercial book of business for Account Executives or team of producers. Aide to Sales Executives, Account Executives and clients with service needs and making changes to existing accounts. Provide technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations. Responsible for the accomplishment of groups' goals, measured by the established performance indicators.… Show more Maintain the role of Commercial Lines Account Manager in servicing commercial book of business for Account Executives or team of producers. Aide to Sales Executives, Account Executives and clients with service needs and making changes to existing accounts. Provide technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations. Responsible for the accomplishment of groups' goals, measured by the established performance indicators. Examples, account rounding, cross-selling, market submission timeline goals, client retention goals, etc. Show less



Crosby & Associates Insurance Agency

• Assistant Account Manager

  • Jul 2010 - Jan 2014

  Solvang, CA Process various insurance documents, including endorsements, certificates of insurance, and summaries of insurance. Check insurance quotes and prepare proposals. Assist Account Managers with new business, claims, client inquiries and other duties as needed. Manage records (paper and electronic files).