• Manages new Wealth account openings, incoming transfers & asset receipts for the Onboarding Team/Trust Fund Dept. • Leads activities, coordinates assignments, prioritizes work flow and acts as an information resource. • Responsible for overseeing that current & pending transactions are processed & recorded. • Resolves problems by communicating directly with internal financial advisors and investment management companies. • Prepares detailed information & reports daily, weekly and monthly. • Additional responsibilities: new account set up, account management changes, closing processes, internal transfers and any additional account maintenance needed.

• Manage 5 Multi-Million dollar Health Care Contracts• Prepare and maintain confidential reports and records• Budgeting, Forecasting & Program Development• Proficient in management of A/P, A/R, Invoicing, Account Reconciliation• Medical Health Service Claims Processing & Training• Contract Negotiations• Financial Reports, Financial Statement Preparation, Month End Reporting• Analytical Accounting professional with experience in accurate preparation, analysis, & reporting of financial performance• Effectively analyze situations and provide innovative solutions

• Resolve customer inquiries via phone, email, mail, or social media.• Greet customers warmly and determine problem or reason for calling.• Managed renewal & new business quoting of personal & non-ownership aircraft insurance.• Reviewed policies & endorsements • Invoicing, A/P, A/R, & financing of customer contracts• Obtain and evaluate all relevant information to handle product and service inquiries.

• Report directly to Territory Sales Manager• Manages Sales in 86 Account Territory• Sold, Placed & Implemented National Sales Promotions• Exceeded Sales goals 3 years in a row• Top Revenue producer in 1997 & 1998• Supervised 3 Merchandisers & 2 Drivers in my territory

• Recruitment of potentially qualified students in in various post-secondary, secondary, vocational programs• Successfully applied skills through extensive marketing strategies, presentations, and tours of college facilities.• Top recruiter 2 years in a row• Enrolled students for financial Aide