I am a customer and compliance focused professional with over 20 years of experience in business and management. I have skills in business management, life insurance and financial services operations, insurance and registration laws and regulations, gathering, analyzing and comparing data.
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Allow me to use my organization and attention to detail skills to assist you in your business needs.
Two years working for Fortune 50 wirehouse as business leader for newly created life insurance organization within the organization. This organization was responsible for estate planning with high net wealth (HNW) clients. Position required establishing and leading project for June 2006 implementation.
15 years working for one of America's largest life insurance companies. Duties included New Business Case Management, Financial Management, Suitability Review, and Licensing. Partnered with Legal Department for NASD/FINRA and SEC audits. Successfully led and participated in many projects which were completed on-time.
Extensive knowledge of life insurance underwriting with specific expertise in estate planning and underwriting large life insurance cases.
Expert knowledge level of Microsoft Office -- Outlook, Word, Excel, and Powerpoint. Experienced Lotus Notes and Microsoft Access.
Extensive administrative office knowledge with specific expertise in back office operations. Detail oriented, results driven professional with excellent problem solving skills, works very well under pressure.
Life, Accident & Health licensed in approximately 20 states. FINRA/NASD Registrations Series 6, 7, and 26.
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