Wanda Ballard, CLU®
Director of Operations at AUCTORIS - Architects of Wealth Preservation Strategies- Claim this Profile
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English Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Chartered Life Underwriter®
The American College of Financial Services -
Life, Accident & Health, Variable Products
Colorado Insurance Producer License -
Series 6 & Series 63
Financial Industry Regulatory Authority (FINRA)
Experience
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AUCTORIS - Architects of Wealth Preservation Strategies
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United States
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Insurance
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1 - 100 Employee
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Director of Operations
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2011 - Present
Lead the overall operations and performance of the firm. Spearhead, deploy and update our vision, strategies and operational work plans as needed to enhance and expand services. Work collaboratively with business owner to resolve issues, determine client needs and ensure projects are delivered on time. Serve as HR Manager interviewing, hiring, directing work assignments, appraising performance, coaching, addressing complaints and resolving problems. Establish a culture of entrepreneurship… Show more Lead the overall operations and performance of the firm. Spearhead, deploy and update our vision, strategies and operational work plans as needed to enhance and expand services. Work collaboratively with business owner to resolve issues, determine client needs and ensure projects are delivered on time. Serve as HR Manager interviewing, hiring, directing work assignments, appraising performance, coaching, addressing complaints and resolving problems. Establish a culture of entrepreneurship, collaboration and innovation.
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Director of Underwriting
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Jan 2007 - Mar 2011
Provide support to Independent Advisors specializing in all aspects of wealth transfer, business succession and retirement planning for high net worth individuals. Liaise with carriers, medical institutions, insureds and their advisors to facilitate the medical and financial aspects of the underwriting process. Lead risk assessment of new clients by coordinating insurance physicals, ordering medical records and screening medical data. Ensure that insurance and investment applications move… Show more Provide support to Independent Advisors specializing in all aspects of wealth transfer, business succession and retirement planning for high net worth individuals. Liaise with carriers, medical institutions, insureds and their advisors to facilitate the medical and financial aspects of the underwriting process. Lead risk assessment of new clients by coordinating insurance physicals, ordering medical records and screening medical data. Ensure that insurance and investment applications move seamlessly to placement.
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Education
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Colorado State University
Bachelor's Degree, Food Science & Nutrition -
The American College of Financial Services
Certified Life Underwriter, Finance & Insurance
Community
