James Doak, Mba Email & Phone Number

Sacramento, California Area

• Design, develop and implement educational workshops, webinars, and educational materials to promote CalSTRS benefits, retirement planning and personal finance.• Manage marketing campaigns in collaboration with internal and external partners, stakeholders, and staff which have quadrupled workshop and webinar registrations and attendance since the beginning of 2020.• Calculate retirement estimates and research members’ accounts to identify any ways of improving their financial future, before discussing their options in-person, on the phone, or video call.• Present workshops, webinars, and conduct one-on-one and group retirement planning sessions.• Research, manage and analyze complex data to build metrics and develop reports for presentations, marketing materials, and marketing budget reports.• Assist CalSTRS 403(b) retirement staff in preparing reports for the Investment Committee and consultants.• Work closely with graphic designers to make sure marketing efforts are diversified enough to enhance market reach for a various media (email blasts, printed materials, social media, and YouTube).• Analyze and interpret quarterly financial reports of investments in the CalSTRS 403(b) plan, and determine which investments should be held, put on the watch list, or be sold and removed.• Use B2C marketing strategies to increase supplemental retirement savings by California teachers by over one billion dollars, doubling the amount from when I started.

Sacramento, California

• Responsible for educating CalSTRS members about CalSTRS’ 403(b) and 457(b) retirement plans, and informing members about different tools and resources they can use independently to further guide them to a suitable retirement product.• Assisted in the redesign and became an administrator of CalSTRS’ 403bCompare website. This website is designed to allow California educators to compare different retirement products side-by-side, so they can determine the best option for their supplemental retirement account.• Assisted CalSTRS investment committee, to reevaluate investments in CalSTRS’ 403(b) program.• Work closely with external financial advisors, consultants, and stakeholders for CalSTRS’ 403(b) program, to ensure efficiency and accuracy of reporting for quarterly reports and business plan updates.• Analyzed financial reports and provide feedback on metrics and benchmarks.

Roseville

• Agent licensed to sell insurance through New York Life Insurance Company.• Developed and implement business and marketing plans including but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.• Maintained client relationships as well as marketed myself to new prospects. • Developed strategies and solutions to protect, accumulate, and distribute clients' money while minimizing tax exposure.• Prepared financial reports, maintain client records, and document activities as required by agency and government regulations.• Analysis and auditing of financial portfolios to ensure compliance with agency policy and procedures, as well as to maximize client asset growth and satisfaction.• Maintained an organized work system to secure Personal Identifiable Information (PII), including social security numbers, bank account information, tax documents, and medical records.

Sacramento, California

•Assisted in research, interpretation, and documentation of policies related to the investigative efforts of CDPH-Licensing and Certification (L&C).•Assisted in resolution of complex policy issues, which involved performing detailed analysis of statutes, regulations, and other relevant documents.•Analyzed and tracked Administrative Penalties (AP) to ensure state requirements were met and provided feedback to L&C management and District Offices regarding AP review and assessment.•Assisted in reviewing applications for open available positions.•Assisted in health facility breach investigations and determined an appropriate fine based on the level of breach that was committed.

Sacramento, California

•Worked in group settings to think of solutions for more efficient and effective work production and problem solving.•Routinely scheduled and attended meetings for medical directors, senior investigators, and other employee personnel.•Took initiative in finishing projects on my own before they were assigned to speed up work processes.•Investigate intentional and unintentional breaches from health care facilities all over California, and write and submit legal documents to close out open legal cases.•Effectively kept the unit organized and fast paced by finishing and updating preparatory Excel spreadsheets that logged case loads and health facility information, and ordering needed office supplies for my whole unit.•Constantly in communication with various investigators, health administrators, and agency to make sure work production went smoothly.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Business Administration (Bba), Finance, General

Activities and Societies: Sigma Alpha Epsilon

Associate Of Science (As), Health/Health Care Administration/Management