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Street Address Home: PHONE NUMBER AVAILABLE / Cell PHONE NUMBER AVAILABLE
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Q ualification Profile
Dedicated and technically skilled, prospective investment risk management professional with proficient
administrative support skill set, developed through experience as a portfolio management team support at
highly ranked financial services firms.
Performance-driven and insightful with a unique ability to adapt quickly to changes in work environment.
Excel in resolving employer challenges and process improvements proven to increase efficiency, customer
satisfaction and the bottom line. Goal oriented entrepreneurial, enthusiastic, creative and willing to
assume increased responsibility when required.
Versatile and well-traveled with international exposure to emerging market economies.
K ey Skills
Advanced Microsoft Office Suite Report & Document Preparation Records Management
Power Point, Excel, Access Spreadsheet & Database Creation Medicare CMS Certified
Teambuilding & Supervision Modems , Printers, HIPAA Certified
Staff Development & Training ACA Marketplace and Exchange LIMRA AML Information Security
Certified. certification.
US GAAP
Effective Investment promotion, LIMRA AML Bank secrecy Act.
Open Network Confidentiality
MIGA, World Bank.
Operating Principles, American Florida 2-40 License Health
Express. Multi-State Insurance Licensed Florida 2-14 Life and V. Annuities
Florida 2-15 License, NAIFA.
E xperience
Croydon Insurance Group, Tampa FL May 2014 Present
Broker Agent/ Owner
- Independent Life, Health and Annuity Insurance sales, expanding business operations for local and
national IMOs
Coordinating retention and account maintenance for Medicare and IFP health sales with multiple
insurance carriers and plan providers, member acquisition for third party administrators.
- Call on policyholders to deliver and explain policy, analyze insurance programs and suggest additions or
changes.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Completes telephone interviews and e-mail correspondence to prospective employers to determine
their employment and benefit needs.
Futurity First Insurance Group, Tampa FL September 2012 April 2014
Benefits Consultant
- Approach potential clients by utilizing mailings and phone solicitation; making presentations to groups
at company-sponsored gatherings; speaking publicly to community groups on the subject of financial
well-being.
-Determines clients' particular needs and financial situations by scheduling fact-finding appointments;
determining extent of present coverage and investments; ascertaining long-term goals.
-Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action
and long-term strategy implementation.
-Obtains underwriting approval by completing application for coverage.
-Provides continuing service by providing direct deposit forms; processing changes in beneficiary and
policy loan applications.
-Updates job knowledge by participating in educational opportunities; reading professional publications;
maintaining personal networks; participating in professional organizations.
Ultimate Medical Academy, Tampa FL July 2011 September 2012
Business Development Representative
- Effectively communicates compliance requirements to students and other staff as appropriate and
quickly escalates any compliance concerns to the VP of Compliance.
- Completes telephone interviews and e-mail correspondence to prospective employers to determine
their employment and externship needs.
- Increases client externship base and employer base.
- Schedules appointments for outside Business Development Representative.
- Meets a weekly quota of finding job openings and extern sites.
Alorica Inc., Tampa FL April 2011 July 2011
Business Development Consultant (American Express USCC)
As an American Express Corporate Card consultant tasks include:
- Business to Business communication to new and existing business customers; with annual revenues
exceeding $4 million.
- Create an exceptional customer experience while servicing new accounts, resolving issues, offering
solutions and/or sell value added advertising products, using a consultative sales approach.
- Generate business opportunity for sales team nationwide.
- Conduct needs based analysis utilizing client demographics.
- Client Due Diligence screening and verification of eligibility for corporate program.
- Coordinate communication between management and sales team.
Citigroup, Tampa FL Sept 2008 Feb 2011
Anti-Money Laundering Investigative Analyst
Conduct research utilizing internal and external public and private databases to compile a portfolio of
information on funds transfer and or check instrument products/transactions.
- Perform analysis employing designated tools Citi Smart, Google, Lexis Nexis, FINCEN, and other
proprietary systems to identify patterns, risks and anomalies within Citi global transactions.
- AML risk review and SAR filing for FINCEN.
- Documentation and analysis referencing key facts uncovered in the research process and identified
in the analysis process.
- Enhanced Due Diligence to mitigate suspicious client account activity.
- Finalize an appropriate conclusion based upon the research and activity.
- Prepare Suspicious Activity Reports for regulatory filing that are fully compliant with standards,
policies and procedures and are well written.
Computershare Trust Company, Edison NJ April 2007 May 2008
Retirement Plan Administrator
Major responsibilities undertaken as a Plan Administrator were as follows,
- Generate quarter end reports to clients and upper management.
- Reconciliation of outstanding share balances in accounts.
- Client Due Diligence screening and verification of Plan activity.
- Manage database systems using SCRIP.
- Review and ensure proper documentation is submitted for dividend reinvestment program.
- Improve daily transaction processes using VPN with Windows 2000 server.
UBS Financial Services, Weehawken NJ Feb 2005 March 2007
International/Domestic New Account Specialist/Branch support
- Served as team coordinator for North America branch support, utilizing internal customized document
review systems and client update forms.
- Conducting KYC review and Client Application Due Diligence.
- Resource management within PeopleSoft.
- Relationship management and Risk Analysis.
- Account maintenance and portfolio management.
- Served as liaison between IT group and Client services associates/Back office operations.
Bank of New York Mellon, Jersey City NJ April 2004 Feb 2005
Client Services Associate
During the merger and integration of Bank of New York and Mellon Investment Services I was instrumental
in the client services group development processes to facilitate the transition;
- Creating spreadsheets for IT developers, client account statement reporting.
- Limited cold calling to high net worth clients and reducing online response times.
- Liaison between the Transfer Agent and back office operations.
- Sort claim cards and verify accounts are coded correctly with appropriate information.
E ducation
Kaplan University, Daven Port IA 2016 -Present
Bachelors of Science Business Administration/ Masters of Finance
Corporate Finance
2012 -2014
University of Tampa, Tampa FL
Bachelors in Science, Business Management
Business Administration and Finance
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