•Render oversight for two wholesalers: one handling Washington D.C and Virginia, then Georgia, Florida, and South Carolina for the second wholesaler, while providing assistance to the external wholesaler and technical assistance to brokers on product specific questions•Cultivate relationships with sales representatives and uncover potential sales leads•Keenly evaluate and deliver solutions based on needs of each client•Continuously gained market share in territories by converting prospects into annuity producers through proactive and targeted sales campaigns•Successfully surpassed the annual sales goal by 132% over goal for 2019, securing the 3rd highest territory over goal for the entire company

• Connected with real estate firms within the target area to promote the recently introduced lending program.• Documented customer feedback and monitored customers’ interest in using the program.• Thoroughly analyze and submitted all applicant’s required documentation.

• Assist Senior Paralegal with creating and organizing original patent documents.• Help maintain contract management system for organizing and tracking contracts.• Assist in the preparation of corporate documents and corporate records.• Scanning, organizing and saving documents in company databases.

• Worked across Accounts Receivable, General Ledger, Inventory, Equity and Governance teams, and balance multiple deadlines with priorities. • Input daily data of four accounts to assist revenue manager’s monthly sales reserve analysis.• Create, organize and update contract information for contract-tracking purpose.• Updated schedules for three Long-term Debts using Effective interest method and completed them in Excel.• Analyze payroll of contract labor and prepare monthly journal entries, familiar with FSA plan.• Book Journal entries using Microsoft Dynamic GP and AX software, post bank entries, and file journal entries. • Reconcile month-end bank transactions of Fleet account, Long-term debts account, and several liability accounts such as prepaid insurance, prepaid marketing, deferred rent, etc. • Maintained General Leger checklist for month ends’ control of completions of journal entries and reconciliations.• Generate summary of trial balance, balance sheet and income statement, and create crosswalk file for late entries.• Assisted in year-end audit by completing selections, and reviewed 10K report filing using Wdesk. • Familiar with FSA Plan.• Developed training and troubleshooting guidance by providing step by step explanation, content including journal entries input, deposits process, financial statement generate, etc.

• Research company competition, along with research and development within the company.

• Worked during the summer and had roles such as: safety responsibilities, helped develop infrastructure, telecommunications.

• Worked as an employee at a high school run company, and completed tasks at various locations and towns around the MetroWest Area such as manual labor, moving assistants, and any other jobs that people were unable to do themselves.

• Independently managed five properties: inside and outside property maintenance, including minor repairs, snow removal.• Maintained Excel spreadsheet for collecting rent checks, issuing expense checks and entering deposits.

• Worked three years at Nashawtuc Country Club where I completed various tasks such as managing the conditions of the pool, staying on top of inventory, and ensured satisfaction for all the members.