Former Marine who is college educated with strong education and work experience in finance, management, and healthcare. I have experience with the Microsoft Office Suite, and enjoy working directly with clients as well as completing data entry and analysis.
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I have vast experience in data creation, entry, and analysis for a wide variety of clientele. My work experience has provided me with the experience to work closely with executive level management as well as entry level analysts. I have worked in many industries, from the military to banking and wealth management, to healthcare. I have a very strong MS Office background with skills in Excel, Word, Powerpoint, Access, and a working knowledge of FrontPage.
Not only can I complete any of your data entry needs, I have the background, education, and experience to analyze that data if needed and summarize the results in a professional manner. I have an extremely keen eye for detail, and will provide a quality product every time!
As part of my work experience, I have been asked to take minutes on conference calls and site meetings. Therefore, I have built up the skill of not only note taking on every word said, but also have the experience to pick out what is meaningful and present minutes in a clear, legible manner.
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UnitedHealthcare - OptumInsight
Client and External Vendor Manager
2006 - Present
Supporting internal and external clients and vendors with UnitedHealthcare on a number of projects as well as daily tasks. The variety of work ranges form daily creation, analysis, and...
Investors Management Group
Fixed Income Analyst
2005 - 2006
Analyzed company financial reports and trends to determine credit strength and investment worthiness. Also participated in team decision-making meetings regarding portfolio strategy and economic...
Wells Fargo Private Client Services
Portfolio Management Assistant
2004 - 2005
• Researched and wrote weekly updates on portfolio performance measures and changing financial news.
• Assisted portfolio managers in conducting research and preparing presentation materials for...
Northwestern Mutual Financial Network
Financial Representative Intern
2003 - 2003
Assessed client needs through fact-finding process to determine financial and personal goals. Utilized client input to provide specific recommendations to accomplish client’s objectives. Provided...
Commercial Federal Bank (Bank of the West)
Customer Service Representative
2001 - 2002
Provided clients with professional advice regarding bank services and financial transactions. Continued education on bank products in order to best serve customer needs.
Opened new accounts for...
United States Marine Corps
Security Forces/ Infantry,
1999 - 2001
Provided daily protection of the nation’s assets against foreign and domestic threats. Promoted meritoriously out of boot camp based on demonstrated leadership characteristics. Served as Platoon...
Bachelor of Science in Business and Public Admin
2001 - 2005
Note Taking and Transcribing