Regional Distribution Manager serving eMaxx's West Region. Responsible for business development and risk evaluation for eMaxx' range of captive insurance solutions, which are focused on the Energy and Towing Industries.

- Consulted clients on new equipment installation processes and service options for their heating systems. - Integrated Google.Docs cloud computing platform to increase employee flexibility and mobile work capability across all departments. - Recreated critical documents, contracts, and other forms electronically to increase email correspondence between Coan and it's clients while promoting a paperless business environment. - Developed spreadsheets and analysis tools to track the daily positions of Coan's oil future accounts used to hedge against fluctuating oil prices.- Implemented a real time database used to follow daily changes in crude and heating oil prices, which allowed for management to make more informed decisions on when and from whom to purchase product from.- Monitored oil futures positions and delivered daily reports to management on Coan's portfolio holdings.

- Interpreted and processed all financial and non-financial requests received from clients and financial advisers - Relied on analytical, communication and data interpretation skills to accurately and efficiently ensure the client's requests are met while in compliance with Putnam's policies and procedures. - Discussed information regarding mutual funds, retirement plans, and education savings plans to clients and financial advisers.- Responsible for providing tax information including forms and IRS filing procedures to clients and financial advisers with regards to their investments with Putnam. -Corresponded with various internal departments within Putnam to ensure the needs of clients, shareholders, and financial advisers were provided.

- Developed and initiated brand exposure projects and marketing campaigns to create a foundation as an emerging company within an existing industry. - Evaluated and reported on early stage software products and IT services proposed by clients to company management. - Sourced data to create financial statements and documents being sent to English speaking clients. - Proposed actionable recommendations for growing the company's target market in North America and Europe.- Edited company website, newsletters, and other media to ensure correct English translations.

- Contacted claimants/insured's attorneys to follow up with payments owed to/by Aspen - Prioritized lawsuits against Aspen policy holders for use by company lawyers - Created analysis tools for management to review company financial data and underwriter performance