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Experience

    • United States
    • Construction
    • 1 - 100 Employee
    • Treasurer
      • Nov 2004 - Present

      Family-owned business, responsible for all Accounts Payable and Payroll Duties, to include Expense Reimbursement Family-owned business, responsible for all Accounts Payable and Payroll Duties, to include Expense Reimbursement

    • United States
    • Financial Services
    • 700 & Above Employee
    • Insurance Professional
      • Aug 1985 - Sep 2020

      Individual Life Insurance, Fort Washington, PA (March 1991 – September 2020) Senior Calculation Associate • Performed manual processing of Actuarial Calculations and Rules for Insurance Policy requirements when the system is unable to process required transactions. These include, but not limited to: Premium Calculations | Monthly Expenses and Charges |Mortality Rating |Investment Results |Interest Earning Updates |Dividend Calculation |Loan Disbursement and Repayment |Loan Equal Reserve | Deficiency |Lapse and Reinstatement Processing |Fund Withdraw|Dividend Withdraw|Taxable Gain • Followed and maintained policy integrity of all Government Requirements (SEC, TAMRA and TEFRA). • Oversaw the calculation and status of the Abandoned Property Policies. • Conducted Quality Review of other Calculation Associates. • Led training classes both On Shore and Overseas via teleconference and Same Time Training on multitude of Interest Sensitive and Traditional Products. Central Atlantic Group Operations, Horsham, PA (December 1987 – March 1991) Group Insurance Calculation Associate, Group Marketing and Underwriting Division Demographic Calculation Associate Individual Life Insurance, Fort Washington, PA (August 1985 – December 1987) Status Clerk, Treasury Division Show less

Education

  • Bucks County Community College

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