Leveraging my experience in healthcare to assist employers in creating long term solutions for their employees.

Represents Regence by selling all lines of business including Medical, Dental, Vision, Life and Disability etc. Responsible for strategic territory development and agent relationships. Responsible for acquiring new various size group(s) business for assigned territory.

SelectAccount is one of the Top 10 HSA administrators in the country and has been driving innovation in medical savings and spending accounts for more than 20 years. SelectAccount administers HSA, HRA, FSA, VEBA, Transportation and Dependent Care spending accounts and currently manages more than 3/4 a billion dollars in consumer medical savings assets.

Manage consumer directed healthcare programs for large insurance companies or employers.

Manage Consumer Driven Healthcare product for Premera. Key responsibilities are tocontinuously grown CDH business using Agile Product Development Strategy, sales presentations including demonstration our partnered solution of ConnectYourCare (CYC). Major concentration on HSA marketplace. Grown Premera HSA business over 20% in 2013, and 30+% growth in 2014, 30+% in 2015. Overall account growth from 32,000 accounts in 2012 to 102,000 as of Oct 2015, anticipated 110,000 after 1/1/16. Create,and deliver sales training to sales teams in WA, AK, and OR. Participate in Finals meetings, providing product detail and demonstration. Consult with current client base on plan design, and saving opportunities. Major accomplishments have been creating new member experience on website including: Investment Center and Personal Bank Account payment for HSA. CYC Advisory Board 2012-2015. Nominated for Service of Excellence Award for associates in 2013.

Manage a staff of 7 employees. Six Financial Consultants, one Branch Operations Manager.Responsible for managing assets and attrition level of High Value Clients in the Seattle/PacificNorthwest Market. I opened this office as the 16th office in the E*TRADE branch network. Initialstaff was four Relationship Managers, and grew to eight. Our Seattle market has 2.5 Billion in assetsconsisting of more than 57,000 accounts. Coaching and Development of staff on sales and productplacement using proven coursework, and experience. Create local marketing and charitableopportunities for the E*TRADE brand in Seattle. Charged with the daily operations supervision ofbranch. Asked to serve in several additional projects: Leadership Council, Branch Marketing Team,Policy and Procedure re-write team, and Mentor program. Awarded a Superior Rating on branchaudit 2010 & 2012, Seattle is the only branch to achieve this accomplishment twice, and one of 2branches to ever receive a Superior rating. Awarded Branch of the Quarter Q4 2010, Q2 2011, Q42011, and Q1 2012. Awarded 1st half 2011 Leadership Award for Retail Branches. Circle ofExcellence Award for 2011 for finishing as the #1 Branch in overall production in the Nation.

Manage 401k book of business with assets in excess of 250 million dollars. 51 clients. Proactiveintroduction new product and document review. Assist in at risk client relationship, and deliverFidelity innovation to retain business. Conducted meetings with Board of Directors, Centers ofInfluence, and at times plan participants to solidify client relationship. Also responsible for proactivelead flow for new business.

Responsible for managing to sales production goals for staff. Daily operations supervision of branch.Review and approve outgoing correspondence and sales strategies for clients of financialrepresentatives. Emphasis on sale, operations and compliance. Coordinate local marketingdevelopment efforts, and charitable opportunities for office. Won Most Improved PortfolioAdvisory Service production 2004. Responsible for daily branch operations, and facility.Compliance surveillance of office operations.Review and approve outgoingcorrespondence and sales strategies for clients of financial representatives. Emphasis on operationsand compliance. Coordinate local marketing development efforts, and charitable opportunities foroffice. Won Year over Year Production in Portfolio Advisory Management 2003.