Rick B. Email & Phone Number

Canonsburg, Pennsylvania

https://linktr.ee/preludetomytwilight

Greater Pittsburgh Area

San Bernardino

Partnered with the Executive Director of HR & Training to create a Microsoft Access Database to manage 1099 employees working domestically and internationally. Offered a solution that can track multiple colleagues through onboarding to various stages of their career within the organization. The database allowed for reporting, performance management, and.

Work in partnership with the CEO to ensure board resolutions are carried out. Stand in for the chairman of the board should the need arise. Helped ratify the articles of incorporation to be recognized by the state of California as a not for profit organization and Federally as a 503(c). Initiated a non-compete and confidentiality agreement for the entire.

First point of contact for all internal and external life insurance agents (approximately 8,500) in regards to any inforce policy issues. Partnered with all major life insurance carriers to correct any inforce policy issues. Managed and maintained user accounts for www.marshpclis.com.

Woodland Hills, California

First point of contact for all Human Resources issues for colleagues under the High Net Worth business unit (roughly 850). Responsible for all HR monthly reporting. Various administrative duties as delegated by the Sr. VP of HR. Responsible for onboarding all new colleagues, exiting terminating colleagues, and performance management of current colleagues.

Calabasas, California

Responsible for maintaining the HR file room (roughly 3,800 files). Managed all offsite records storage and offsite storage facilities. Various administrative duties as delegated by the Director of HR. Responsible for all employee verification’s. Back up receptionist, mail clerk, and Executive Assistant to the CEO, Chairman, and President.