John W. Email & Phone Number

Client lead on 25 infrastructure and real assets accounts. Involves developing and execution of financial models and quarterly deliverables. Created financial analysis tools which calculate performance figures such as IRR, Total Value to Paid-In, Distribution to Paid-In, and Yield. Ability to present and explain analysis to individuals of all.

San Diego, California

Collaborate with client service and sales teams to develop interactive datasheets which summarize information into an easily digestible and user-friendly format for prospective and existing client presentations.Created ancillary benefit database which involved overall requirements gathering from clients service teams. This included leading all efforts.

Core member of Client Services Team responsible for gathering and analyzing all materials required to prepare RFPs for prospective groups and client renewals. This included the collection and evaluation of contributions to plans for both current and renewal designs, rate information as well as client census and historical claims experience data. Analyze.

Responsible for creation of financial forecasts for health insurance carriers. Performed thorough research and evaluation of detailed projected costs and contribution strategy for the purpose of providing informed recommendations and analysis. Provide relevant information to Sales Consultants for advising clients of industry trends and most efficient.

Greater San Diego Area

Reported large scale data analytics focusing on root cause drivers for improving functional and cutting additional costs.Investigated and determined discrepancies within the correspondence production and profit reports.Audited data for accuracy and ensured appropriate processes for capturing information efficiently. Responsible for communicating more than.

Ensured effective communication and execution of more than 5,000 dispute resolutions to customers, branches, and internal departments.Performed thorough research and analysis of customer contracts for Union Bank branches including note agreements, credit applications, deeds of trust, funding information, escrow analysis, interest statements and year end.

Provide the highest quality service by assisting customers with transactions including but not limited to deposits, withdrawals, monetary instruments, foreign currency and saving bonds. Ensured accurate, timely preparation and completion of documents related to customer accounts. Managed the correction of cash balances and accurate end of day reporting.

Mba, Finance

Ba

Real Estate