As a project manager here at PraXel Line Services, I work with routine projects in civil and utility construction as well as assisting with Storm response with internal crews and subcontractors.

Manages construction activity for overhead line projects including new transmission line builds and GLT pole replacements.

As an Associate Financial Representative I specialize in client service and supporting the financial representative as he/she focuses on building his/her practice and client relationships. As an AFR, I also ensure the continuation of an efficient, effective and organized office.Handle case notes, process correspondence and maintain client case files.File new statements, account forms and other insurance/investment-related materialsMaintain financial representative’s calendar and schedule follow-up appointments.Answer and direct telephone calls as appropriateProcess client/prospect reservations for marketing events such as seminars and assist in the preparation of seminar materials and event mailingsMaintain supplies of current insurance/ investment-related marketing materialsInput data, print proposals and gather information at direction of financial representative in preparation for client/prospect meetingContact clients to set up follow-up meetings with representativeContact clients to confirm receipt of forms or request return of completed form and maintain current client informationMonitor Daily Status Report (DSR) and expedite any additional underwriting requirementsCommunicate with home office, NMIS and fund families to supply or obtain informationPrepare/print letters of instruction for client signaturePrepare policies for deliveryMaintain check logsSend client birthday cards and schedule birthday/age change appointments for representativeGenerate lead letters and implement marketing programs

As the Director of Contract, License and Registration, I hold a key role by bringing individuals on board to start their career with Northwestern Mutual. In this liaison position, and in partnership with the home office, my focus is to contract, license and register representatives with streamlined processes and quick turnaround times. Coordinates the CLR on boarding process for new financial representativesFacilitates contract and other changes for existing financial representativesManages requirements for non-contracted staff to Northwestern Mutual Investment Services, LLC (NMIS)Serves as the main contact for contract, license and registration information

Complete and/or assist with projects as assigned by the Chief Financial Officer. Report and submit New Business policies. Process and distribute commission statements. Train new personnel on how to use the phone system.Process incoming and outgoing mail; deliver outgoing mail to Post Office.Serve as the main contact for maintenance issues on the floor.Maintain, reception area, all conference rooms and break rooms to a high level of satisfaction. Register and maintain internship development calendar, events and operations.

Receive documents and initiate logging process, confirm data received is in compliance with all other paperwork and finalize billing and distribute documents as required.Ensure all tables complete and current, assist in accounting issues, perform RFI/RFQ as required, and ensure all communications are prompt and content is accurate.

Logistics data clerk for Ryder Integrated Logistics for Allison Transmission Indianapolis location. Trained in imports, exports and air shipments.