Gurveer Mann Email & Phone Number

Portland, Or, Us

•Developed, maintained, and enhanced monthly revenue accrual models for internal deliverables to finance department to project expected revenue payments using CMS risk adjustment models. •Assisted in the development of Medicare Part C and Part D risk score models for annual bid submissions in compliance with CMS methodology guidelines.•Performed Actual vs. Expected experience analysis for annual Medicare bid submissions.•Analyzed, reconciled, and summarized data for internal deliverables using Excel, Access, SAS and SQL.•Created a Revenue by Source Model using diagnosis submissions data from CMS to provide a breakdown of revenue by provider to operational departments/actuarial teams.•Reviewed technical work of analysts, actuaries, and senior actuaries to ensure the validity of spreadsheets and code.

New York, Ny, Us

• Ensured securities lending and secured funding trades booked by the trading desk are processed quickly and accurately.• Resolved trade exception issues by liaising with the trading desk and appropriate support teams.• Reviewed failing trades by working directly with the trading desk and clients.• Troubleshooted problems arising on an ad-hoc basis and reacted to both the trading desk and client driven demands.

Rockville, Md, Us

•Prepared annual review reports for client meetings using Morningstar and Investigo databases.•Audited and researched client account history to determine sources and uses of cash flow, tax information and asset allocations.•Collaborated with insurance companies to gather data and identify cross-sell opportunities.•Reviewed portfolios using portfolio analysis software to prepare reports for client meetings.•Contacted asset management firms for updated information and analysis.

Los Angeles, California, Us

•Developed strategic study plans based on each student’s learning needs and capabilities.•Conducted periodic progress reports to track student performance and discussed evaluations with parents/guardians.•Managed student information through online database.

Boulder , Colorado, Us

•Promoted company products to hundreds of potential clients a day.•Scheduled demonstration appointments for clients.•Consulted with teams to ensure effective and efficient demonstrations.•Maintained positive customer relationships for future sales.