Promoted from Risk Management Representative to Risk Management Supervisor. Managed staff of 42 Fraud Representatives with the aim to prevent, detect, and investigate all aspects of fraud. Responsible for assisting with the administrative and supervisory responsibilities of the Risk Management Department. Ensured that established policies and procedures were followed. Assisted in coordinating and facilitating work flow. Oversaw and assisted with functions and resolution of problems. Acted as manager of department in the manager's absence. Directed and managed investigative staff, led and motivated, communicated effectively with all departments, consistently dealing with sensitive issues, managed conflict negotiation and mediation.Supervised a team of fraud representatives who contributed to planning and directing business analysis, risk modeling, and loss prevention programs.Supervised day to day operational procedures in all aspects of fraud investigation, identifying and setting clear targets for improvements, delegating appropriately, working under pressure and deadlines, while maintaining good morale.

Supported company owner with Bookkeeping, tax preparation, marketing, contacting leads, setting appointments, answering inquiries via phone and email. Set up of new employees, human resource activities such as payroll, screening candidates, on-boarding of new hires, advertising, tracking attendance, regulatory filings, handling employee miscellaneous requests.Responsible for setting up & implementation of new accounts, all facets of accounts receivable and accounts payable, processing customer receipts, invoices, deposits.

Obtained Series 7 & 63 registrations. Placed trades for purchase and sale of securities. Responsible for processing & follow up of all new brokerage applications & transfers for the office. Processing & follow up of all distributions, check writing, periodic investments, systematic withdrawals, setup of online accounts and account updates. Set up & implementation of all new group retirement accounts, plan documents, employee accounts and transfers.Ongoing assistance to employer with payroll/contribution procedures, compliance requirements with the IRS and NH Dept. of Labor. Helped Plan Administrators decipher plan documents, benefits and plan amendments. Transmission and follow up of life and health insurance applications. Supervised Branch Office Assistant.