I help process insurance and investment paperwork, mange daily trading and client questions. And help direct and manage corporate 401(k) programs

Manage expense processing for 70 Wholesalers in the fieldMaintain strict deadlines and submitted proper documentationAnalyze past data to discover inconsistencies in data submissionConduct year over year analysis to review past spendingEnsure submitted expenses align with FIRNA protocols

Compiled and prepared sales data for wholesaler analysisIdentified opportunity to streamline processes by developing Excel Macros and TemplatesReduced overall time on marketing reports by 94 percentDistributed and educated over 20 team members on the Excel Macros and Templates, creating efficiencies across the full programMade marketing material distribution recommendations based on perspective client’s needsSupported 14 Wholesalers in the field through daily communication… Show more Compiled and prepared sales data for wholesaler analysisIdentified opportunity to streamline processes by developing Excel Macros and TemplatesReduced overall time on marketing reports by 94 percentDistributed and educated over 20 team members on the Excel Macros and Templates, creating efficiencies across the full programMade marketing material distribution recommendations based on perspective client’s needsSupported 14 Wholesalers in the field through daily communication Used Salesforce CRM and internal data sites daily Show less

• Renovated commercial buildings including tiling floors and installing power doors, and demolishion• Worked as part of a team