With over 30 years of experience, I have effectively managed diverse, global clients encompassing nearly 150,000 employees and family members. I excel in setting priorities, identifying opportunities, providing solutions, and consistently meeting or exceeding company and client-driven goals. I have created and executed comprehensive service and wellness plans tailored to each employer group and their employee populations. Additionally, I collaborate with account teams and various point solution partners on strategies aligned with unique initiatives and goals to promote the overall health of employees. I enjoy partnering with various organizations within our global infrastructure to maintain high levels of persistency and membership growth.I take pride in building and maintaining strong relationships with clients, consultants, and colleagues. I am frequently sought out to interview, mentor, and onboard new Account Managers for National Accounts.I served on the board of St. Agnes Home from 2013 to 2018 and volunteer for numerous local community events.I am the #1 best-selling author of It'$ My Money: A Guided Journal to Help You Manage Your Finances*, available on Amazon. I am also a Certified Financial Education Instructor (CFEI), Registered Financial Consultant (RFC) and Mental Health First Aider.Memberships:- CAPA - Connecticut Authors and Publishers Association since 2016- WomenUnited - United Way of Central Northwestern Connecticut (#womenunited #unitedway)