18
years
Years of Experience
7/14
Member Since
Experience
Optum/Connextions and Farmers Insurance; Block Advisors
Other
Consultant and Accountant; Insurance Agent; Tax Advisor; Self-Employed;
Provide bookkeeping, accounting, tax and business analytical solutions to diverse client base. Advised public customers on individual health care options under the Affordable Care Act in a call center environment. Develop comprehensive life cycle insurance solutions, combining property and casualty policies with life insurance. Master Tax Advisor preparing individual and business returns.
Colorado Financial Service Corporation
Operations
Accounting and Operations Director
Planned, directed and established financial policies, including internal controls, accounting practices, and managed relationships with regulatory bodies, the financial community, and internal/external auditors. Redesigned and upgraded internal accounting system. Integrated 8,000 brokerage accounts into existing sales supervision and commission processes. Served as Anti-Money Laundering Compliance Officer and Home Office OSJ Supervisor. Responsible for
SIPC computation and FOCUS filing
SIPC computation and FOCUS filing
Pacific Advisors
Management Consulting
Financial Representative
Hired to engage, educate, and empower clients in building lasting situations of wealth. Responded to requests for information and assistance regarding insurance and investments. Researched economic market conditions.
• Managed seven financial planners’ administrative requirements and helped build client base. Supported seven financial planners with company quotas. Handled sales calls, scheduling and licensing. Provided personal coaching, debriefs, research, analysis, and recommendations.
• Managed seven financial planners’ administrative requirements and helped build client base. Supported seven financial planners with company quotas. Handled sales calls, scheduling and licensing. Provided personal coaching, debriefs, research, analysis, and recommendations.
Farmers Financial Solutions
Management Consulting
Finance, Operations and Compliance Consultant
Managed projects that streamlined financial and operational processes and procedures, including internal management reporting, system documentation and training manuals, and payroll.
• Oversaw internal software upgrade and met company objectives
• Transitioned IT infrastructure and slashed commission processing time by 70%
• Oversaw new system integration, ensuring 100% workability for Farmers
• Designed and facilitated company-wide training, ensuring 100% productivity at Farmers
• Oversaw internal software upgrade and met company objectives
• Transitioned IT infrastructure and slashed commission processing time by 70%
• Oversaw new system integration, ensuring 100% workability for Farmers
• Designed and facilitated company-wide training, ensuring 100% productivity at Farmers